2023-04-20T13:19:57-05:00 2022-05-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2021-06-01 810233121 ST PETER'S HEALTH % NATHAN COBURN CFO STPE 4064422480 2475 BROADWAY HELENA MT 59601 NATHAN COBURN CFO 4064422480 2023-04-15 true NATHAN COBURN 999009999 Adam R Smith CPA P00958966 7194714290 2 2021 2023-04-26 12:10:37Z WADE JOHNSON 2475 BROADWAY HELENA MT 59601 362033946 false X SPHEALTH.ORG X 1883 MT TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. 11 10 2121 136 972050 525613 10872566 2735787 276513984 279028035 18205415 30447296 2994281 3984555 308586246 316195673 121122 265010 0 0 161176914 173052224 0 0 705804 124252655 134367870 285550691 307685104 23035555 8510569 492755059 451491963 128702681 114420415 364052378 337071548 ST. PETERS HOSPITAL PARTNERS WITH OUR PATIENTS, COMMUNITY, AND MEDICAL STAFF TO PROVIDE EXCEPTIONAL AND COMPASSIONATE HEALTH CARE. false false 192875360 265010 212581863 SPH IS A NONPROFIT HEALTH CARE SYSTEM LOCATED IN HELENA, MONTANA. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO A 99-BED ACUTE CARE HOSPITAL, PHYSICIAN CLINICS, CANCER TREATMENT CENTER, 24-BED BEHAVIORAL HEALTH UNIT, URGENT CARE CLINICS, HOME HEALTH AND HOSPICE CARE, DIALYSIS CENTER AND AMBULANCE SERVICES. WE PROVIDE SERVICES TO OUR RESIDENTS FROM A FIVE-COUNTY AREA (LEWIS AND CLARK BROADWATER, POWELL, MEAGHER AND JEFFERSON COUNTIES). IN ADDITION TO FREE CARE AND/OR SUBSIDIZED CARE, CARE IS ALSO PROVIDED AT BELOW COST RATES TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. 60908009 67131114 THE HOSPITAL OPERATES SEVERAL PHYSICIAN CLINICS, EMPLOYING 137 PHYSICIANS AND PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS. WITHOUT THE HOSPITALS ASSISTANCE, LEWIS AND CLARK COUNTY WOULD BE WITHOUT MANY NEEDED MEDICAL AND SURGICAL SPECIALTIES. PHYSICIANS IN THE SPECIALTIES OF FAMILY PRACTICE, INTERNAL MEDICINE, NEUROLOGY, RHEUMATOLOGY, GASTROENTEROLOGY, ENT, CARDIOLOGY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ALLERGY, NEPHROLOGY, RADIATION AND MEDICAL ONCOLOGY HAD APPROXIMATELY 445,030 PATIENT ENCOUNTERS. 253783369 true true false true false false false false false true true true false true true false false true false false false false false false false false true true true false true true false true false false false false false false false false false false false false false true true true false false true 251 0 2121 true true true false false false false false false false false false false false X 11 10 false false true false false false false true true false false true true true true true true true true true true X NATHAN COBURN CFO 4064422480 2475 BROADWAY HELENA MT 59601 CHRISTOPHER LINDSAY MD 40.0 0.0 X 1059053 0 27299 BRANDON NEWGARD MD 40.0 0.0 X 872990 0 42372 CHRISTOPHER GABEL MD 40.0 0.0 X 762378 0 41883 WADE JOHNSON CEO, Ex Officio, Non-Voting 39.0 1.0 X 743086 0 51235 MICHAEL LEE MD 40.0 0.0 X 722675 0 33099 TIMOTHY GROSSMAN MD 40.0 0.0 X 632834 0 30176 TODD WAMPLER PRESIDENT SPMG 40.0 0.0 X 416070 0 75589 NATHAN COBURN CFO 39.0 1.0 X 373866 0 90724 JAMES TARVER CHIEF OF STAFF, EX OFFICIO 1.0 0.0 X X 309578 0 42488 BRIAN LEE VP of Operations 40.0 0.0 X 274596 0 72717 RYAN WINN CIO 40.0 0.0 X 199930 0 64724 RUSS BELL PHD CHAIR 1.0 0.0 X X 0 0 0 GUY ALMQUIST VICE CHAIR 1.0 0.0 X X 0 0 0 JUSTIN MOSNESS SECRETARY CHAIR 1.0 0.0 X X 0 0 0 NATE MCCARTHY FOUNDATION CHAIR, EX OFFICIO 1.0 1.0 X 0 0 0 SENATOR MARY CAFERRO DIRECTOR 1.0 0.0 X 0 0 0 KELLY PARSLEY DIRECTOR 1.0 0.0 X 0 0 0 ROSS DUNCAN DIRECTOR 1.0 0.0 X 0 0 0 TIM MELDRUM DIRECTOR 1.0 0.0 X 0 0 0 LOREN BROWN DIRECTOR 1.0 0.0 X 0 0 0 MARK TAYLOR Immediate Past Chair 1.0 0.0 X X 0 0 0 6367056 0 572306 215 false true false COMPHEALTH PO BOX 972670 DALLAS TX 753972670 LOCUMS 2877241 MEDICAL SOLUTIONS PO BOX 850737 MINNEAPOLIS MN 55485 CONTRACT LABOR 5391238 EMTEC CONSULTING SERVICES PO BOX 778812 CHICAGO IL 60677 ORACLE CONSULTANT 1866259 DICK ANDERSON CONSTRUCTION 3424 E US HIGHWAY 12 HELENA MT 59601 CONSTRUCTION 2429028 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 LOCUMS 1760124 34 2024441 682346 29000 2735787 Patient Service Revenue 621110 213731805 213731805 Pharmacy 446110 53969225 53505755 463470 Income from Joint Ventures 900099 2611936 2408747 203189 340b Pharmacy 621110 6092616 6092616 Meaningful Use 900099 2599176 2599176 23277 23277 279028035 1906980 1906980 0 0 1162500 246583 915917 0 915917 915917 73951076 129471 45234494 305737 28716582 -176266 28540316 28540316 0 0 0 0 0 0 567145 51459 515686 244704 270982 Cafeteria 722514 517279 7129 510150 Population Health 900099 1413370 1413370 EE Daycare 624110 377107 377107 245196 191638 53558 2552952 316195673 279966384 972050 32521452 265010 265010 0 0 0 2475221 1961612 505687 7922 0 135224958 108665622 26088356 470980 12439108 10029951 2380545 28612 14681412 12430184 2210929 40299 8231525 6908819 1302452 20254 0 1828954 1828954 64852 64852 60000 60000 0 1125096 1125096 30291407 19534842 10732553 24012 251719 4895 239771 7053 2711197 824606 1818079 68512 1185439 1185439 0 2707048 2054581 652467 510389 154000 353810 2579 0 463120 313656 147961 1503 805779 805779 0 13852500 13691219 160655 626 2636851 2247270 389581 Medical Supplies Drugs 70222007 67178165 3020983 22859 Bed Tax 5479500 5479500 Miscellaneous 172012 48219 113200 10593 307685104 253783369 53195931 705804 27171644 16277526 262624 262624 0 0 39031282 50515307 0 0 0 0 9525202 13747225 7386433 7418876 2844480 4022542 273579223 146272055 122625184 127307168 231836713 176598041 20858406 23927737 3499836 4182840 0 0 27713255 27232077 492755059 451491963 60080405 50994348 0 0 219307 201190 38865113 33121570 0 0 0 0 496123 2817150 0 0 29041733 27286157 128702681 114420415 X 339479467 312343308 24572911 24728240 364052378 337071548 492755059 451491963 X 8510569 -38955495 3464096 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 60000 false false 60000 false SCHEDULE C, PART II-B, LINE 1 DESCRIPTION OF LOBBYING ACTIVITIES: The hospital hired a consultant to provide lobbying services in connection with governmental affairs representation to ensure hospital, community, and employee interests and needs are represented. In addition, a portion of aha/mha dues are attributed to lobbying services. 16797623 429101 -114759 364534 16747431 12961992 593529 3314823 72721 16797623 12109353 74116 818248 39725 12961992 12179588 324576 137738 532549 12109353 11377773 111890 792555 102630 12179588 0.55320 0.44680 false true true 4997241 4997241 141978219 57114916 84863303 4297038 1153541 3143497 117460207 88003598 29456609 4846518 4846518 127307168 Captive Insurance 205148 Alternative Investments 23722589 23927737 Investments in SPH Foundation 24957004 Investment in Sounds Health 2275073 27232077 0 Malpractice Accrual 3416500 Pension Liability 23669657 CONTINGENT CONSIDERATION LIAB. 200000 27286157 280022052 -38955495 266608 -38688887 318710939 1125096 -3640362 -2515266 316195673 307002882 266608 266608 306736274 1125096 -176266 948830 307685104 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE RESTRICTED FOR SUPPORT OF HOSPITAL PROGRAMS AND SERVICES AND FOR CAPITAL PURCHASES AND IMPROVEMENTS IN ACCORDANCE WITH BOARD POLICIES AND/OR DONOR RESTRICTIONS. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D REVENUE ON BOOKS, NOT ON RETURN: 20,025 - Cost of Goods Sold 246,583 - Rental Expense Net With Revenue 266,608 - Total SCHEDULE D, PART XI, LINE 4B REVENUE ON RETURN, NOT ON BOOKS: (176,266) - Reclass Loss on Sale of Asset 1,861,251 - CHANGE IN INTEREST IN SPH FOUNDATION (5,325,347) - MINIMUM PENSION LIABILITY ADJUSTMENT (3,640,362) - TOTAL SCHEDULE D, PART XII, LINE 2D EXPENSE ON BOOKS, NOT ON 20,025 - COST OF GOODS SOLD 246,583 - RENTAL EXPENSES NET WITH REVENUE 266,608 - total SCHEDULE D, PART XII, LINE 4B EXPENSE ON RETURN, NOT ON BOOKS: (176,266) - Reclass of Loss on Sale of Equipment true true X true X 275. true X true true false true false 3164386 3164386 0.01010 35209835 32829366 2380469 0.00760 38374221 32829366 5544855 0.01770 350793 350793 0.00110 466723 298116 168607 0.00050 77812745 58358674 19454071 0.06250 106028 106028 0.00030 78736289 58656790 20079499 0.06440 117110510 91486156 25624354 0.08210 true 2914414 9877 68282649 51983592 16299057 X true true HELENA SURGICENTER SURGERY CENTER 0.5 0.066 0.434 1 1 ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 WWW.SPHEALTH.ORG 13346 X X X PHYSICIAN CLINICS URGENT CARE SERVICES 1 ST PETER'S HEALTH false false true X X X X X X X X 21 true false false true X SEE PART V SECTION C FOR URL true 22 true SEE PART V SECTION C FOR URL false true X 275. 350. X X true true X X X X true X SEE PART V SECTION C FOR URL X SEE PART V SECTION C FOR URL X See part V Section C X X X X X X X false X X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 A CONSULTANT WAS ENGAGED TO FACILITATE THE COMMUNITY NEEDS ASSESSMENT THROUGH USE OF AN ONLINE KEY INFORMANT SURVEY. THE KEY INFORMANTS REPRESENTED PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. THESE KEY INFORMANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. THROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY POPULATIONS (INCLUDING AFRICAN AMERICAN, HISPANIC AND NATIVE AMERICANS, ASIANS, CHINESE, AND KOREAN, THE DISABLED, DUAL-LANGUAGE LEARNERS, THE ELDERLY, ESL, ETHNIC/RACIAL, EUROPEAN, FOSTER CHILDREN, THE HOMELESS, THE INDIGENT, THOSE WITH INSURANCE BARRIERS, LATIN AMERICANS, LGBT, LOW-INCOME, MEDICARE/MEDICAID RECIPIENTS, MENTALLY ILL/DISABLED, MINORITIES, NIGERIANS, PACIFIC ISLANDERS, RURAL POPULATIONS, SINGLE MOTHERS, UNINSURED/UNDERINSURED, WOMEN, YOUTH), OR OTHER MEDICALLY UNDERSERVED POPULATIONS (INCLUDING ADOLESCENTS RESIDING IN LOCAL GROUP HOMES, ADULTS, THOSE WITH AUTISM, CHILDREN WITH SPECIAL EDUCATION SERVICES, THOSE WITH CHRONIC HEALTH CONDITIONS, THOSE IN CRISIS, DISABLED, ELDERLY, ETHNIC/RACIAL, FOSTER CHILDREN, HIGH-RISK MOTHERS AND INFANTS, THE HOMELESS, THOSE IN JAIL, LGBT, LOW-INCOME/POVERTY, MEDICARE/MEDICAID, MENTALLY ILL/DISABLED, MINORITIES, NATIVE AMERICANS, NEGLECTED CHILDREN, PARENTS WITH YOUNG CHILDREN, PEOPLE VISITING COMMUNITY HEALTH CENTERS, PRE-RELEASE CITIZENS, THOSE RECOVERING FROM ADDICTION, TEEN MOTHERS, THOSE WITH TRAUMA, UNDERINSURED/UNINSURED, UNDOCUMENTED, VETERANS, WOMEN, YOUTH). IN THE ONLINE SURVEY, KEY INFORMANTS WERE ASKED TO RATE THE DEGREE TO WHICH VARIOUS HEALTH ISSUES ARE A PROBLEM IN THEIR OWN COMMUNITY. FOLLOW-UP QUESTIONS ASKED THEM TO DESCRIBE WHY THEY IDENTIFY PROBLEM AREAS AS SUCH, AND HOW THESE MIGHT BE BETTER ADDRESSED. FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATION OUTLINED BELOW. AARP Associated Dermatology Augusta AWARE Inc. Big Brothers Big Sisters Big Sky Way Big Sky Brokers Bike Walk Helena/Montana Bike Walk Montana BikeWalk Helena Blue Cross Blue Shield of MT Boyd Andrew Chemical Dependency Boyd Andrew Community Services Cancer Control Coalition Capital Medical Anesthesia Capital Transit Advisory Council Career Training Institute Carroll College CASA Center for Mental Health Child Care Connections ChildWise Institute City of Helena City Public Works City-County Board of Health City-County Parks Board Community Development, City of Helena Community Resource Management County DUI Task Force Criminal Justice Services Department Dental Clinic Advisory Council Disability Rights Montana East Helena East Helena City Council East Helena School District Elkhorn Foot and Ankle Clinic EPA Exploration Works Family Outreach First Judicial District Treatment Court Florence Crittenton Home God's Love Homeless Shelter Good Samaritan Ministries Governor's Office Halliday and Associates Health Services, Carroll College Healthy Communities Coalition Healthy Mothers Healthy Babies Helena Business Improvement District Helena Cardiology Clinic Helena Chamber of Commerce Helena Citizens Advisory Council Helena Citizens Council Helena City Commission Helena College Helena Community Connections Helena Eye Clinic Helena Family YMCA Helena Fire Department Helena Food Share Helena High School Helena Housing Authority Helena Indian Alliance Helena MT Helena OB/GYN Helena Parks and Recreation Helena Pediatrics Clinic Helena Planning Department Helena Police Department Helena Public Schools Helena Recreational Association Helena School Board Helena School District 1 Helena Tourism Alliance IMPACT Montana (National Guard) Independent Record Intermountain Kalmore Dental Lewis & Clark Public Health Lewis and Clark County Lewis and Clark County DUI Task Force Lewis and Clark County Sheriff'sOffice Lewis and Clark Emergency Physicians Lewis and Clark Literacy Council Lewis and Clark Public Health Local Mental Health Advisory Council Missouri River Drug Task Force Montana Association of Counties Montana Business Assistance Connection Montana Catholic Conference Montana Head Start Association Montana Legislature Montana No Kid Hungry Morrison-Maierle Mountain View Family Healthcare MSU Extension Service MT Addictive & Mental Disorders Division MT Board of Public Education MT Dept. of Environmental Quality MT Dept. of Public Health and Human Services MT Independent Living Project MT Legal Services Association Murry's NAMI Narrate Church National Guard Natural Medicine Plus Nonmotorized Travel Advisory Council NorthWestern Energy Office of the Attorney General Our Place Drop-in Center PacificSource Partners in Pediatrics Pediatric Dentistry PEERS Unlimited PureView Board of Directors PureView Health Center Quinn Erwin Restorative Justice and Court Services RMDC Head Start Rocky Mountain Development Council Salvation Army Sheriff's Office Shodair Shodair Residential Treatment Center SMA Architects Smith and McGowan St. Paul's Methodist Church St. Peter's Board of Directors St. Peter's Health St. Peter's Health Foundation STOP DUI Task Force The Friendship Center The Salvation Army United Way United Way of the Lewis and Clark Area US Forest Service Veterans Administration Hospital Water Quality Protection District Water Quality Protection District Board Women's Health Care Center Youth Connections Coalition YWCA YWCA WINGS Program SCHEDULE H, PART V, SECTION B, LINE 7A https://www.sphealth.org/sites/default/files/2021-08/2021-prc-chna-report- --st.-peters-health.pdf?1677192417009 SCHEDULE H, PART V, SECTION B, LINE 10a https://www.sphealth.org/sites/default/files/FY22-24%20SPH%20CHNA%20Implem entation%20Strategy.pdf?1677195507293 SCHEDULE H, PART V, SECTION B, LINE 11 St. Peter's Health is committed to making a positive impact on the health of the community it serves. One of the many strategies we use to do this is by providing for the unique health needs of area residents by utilizing the Community Health Needs Assessment and resulting Community Health Improvement Planning & Implementation Strategy process. Community Health Improvement Planning and Implementation Strategy Process The goals of these processes are: To improve residents' health status, increase their life spans, and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at targeting these individuals may then be developed to combat some of the socioeconomic factors which have historically had a negative impact on residents' health. To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care. A Two-Part Process: - first, identify the health needs facing our community (conduct a Community Health Needs Assessment, or CHNA); every three years and partner with a third party vendor, Professional Research Consultants, Inc., of Omaha, Nebraska, to complete a Community Health Needs Assessment (CHNA). This CHNA included a random-sample telephone survey of community residents on their health conditions, behaviors, preferences; it also included an online "key informant" survey targeted to individuals with a broad interest in the health of the community. St. Peter's partnered with the Lewis & Clark Public Health to plan and develop the survey instruments. Second, the St. Peter's Health Population Health Team reviews the CHNA to understand the identified community needs to develop a measurable plan (an Implementation Strategy) that focuses on the areas of greatest needs, taking into account the total available resources to effectively address those issues. The Implementation Strategy creates a strategic plan to focus energy, resources, policies, projects, and programs that will be most effective in improving the health of our community. After a series of strategic planning meetings, the draft Implementation Strategy is presented to the St. Peter's Health (SPH) Executive Leadership Team (ELT), where the organization's leaders review the plan to address the identified needs within the St Peter's Health Service Area. Once the Implementation Strategy is reviewed through ELT, it is presented, discussed, and approved at the St. Peter's Health System Board and published on the SPH Website. In the 2021 CHNA, the following health needs were identified as priority areas and during Fiscal Year 2022 (FY22) the following actions steps were taken to address the needs: 1) Mental health a) Health Promotion: i) Suicide Prevention and Education: During September, National Suicide Prevention Month, St. Peter's Health, community organizations and people from across our community once again worked together to host free activities, training opportunities and more to support people affected by suicide and raise awareness. SPH contributed to the educational offerings and supportive activities of this month through their annual "We Speak Mental Health Week" outlined below. (1) TAKE ACTION with us: St. Peter's team circulated information on ways you can take action and assess the Mental Health of Yourself and those Around You 1. Check in with yourself 2. Check in with a coworker and a loved one 3. If needed, check in with your provider. (2) RAISE AWARENESS with us: St. Peter's Population Health Team partnered with a local coffee shop to share information about mental health and support services at SPH and in our larger community. (3) Ask the BHU: Our SPH Behavioral Health Unit team hosted a virtual presentation and question/answer session on Sept 24th giving an overview of the unit, sharing pictures of the space, and answering questions about their work. (4) LEARN with us: St. Peter's partnered with community organizations to co-host a number of FREE mental health trainings in the month of September (a) Question, Persuade, Refer (QPR) Suicide Prevention Training: September 216 (b) Youth Mental Health First Aid: September 22nd (5) WALK with us: St. Peter's sponsored a team and provided interested employees the opportunity to take part in the Walk to End Alzheimer's which raises funds surrounding Alzheimer's disease and other dementias. The National Alliance on Mental Illness is hosting its Annual NAMI Walk to raise awareness around mental illness the walk took place on Sunday, September 19. ii) Standardized Process QPR Education for New Employee Orientation: In late FY21 SPH began including QPR (Question, Persuade, Refer) Suicide Prevention as required education for all new employees. We have maintained and standardized this process throughout FY22 and have provided education to 499 new SPH staff members. iii) Chaplain Services and Therapy Dog Program: In FY22 SPH continued to include 2 chaplains and therapy dogs as support for patients and community members. In FY22 the dogs were able to serve at numerous mass vaccination clinics in the community offering support and warmth to children and adults alike. iv) Community Involvement/Giving: St. Peter's Health is an active member of several community coalitions and groups focused on the mental health and wellbeing of the community as well as those specifically focused on suicide prevention. St. Peter's Health leadership is represented in the Lewis and Clark County Suicide Prevention Coalition, the Lewis and Clark County Mental Health Local Advisory Council, Mental and Social Wellbeing Workgroup, the LOSS team (Local Outreach to Suicide Survivor) of Lewis and Clark County Area, Lewis and Clark County Behavioral Health System Leadership Team, Elevate MT Helena Affiliate, and the Maternal Mental Health Task Force. Additionally, SPH is a major sponsor of local suicide prevention and mental health activities and nonprofits, including NAMI Montana and the Man Therapy Campaign, sponsorship of the Art for Survival program through the Holter Museum of Art, support of the Montana Psychiatry Conference, support of Pediatric Disaster Response and Emergency Preparedness training, support of the local American Foundation for Suicide Prevention's Out of the Darkness Walk. v) Postpartum Recovery community education: St. Peter's Education department provides free community classes focused on postpartum recovery to ensure new parents are knowledgeable about signs of perinatal mood or anxiety disorders and how to find support. Quarterly classes were provided which provided education to 57 community members in FY22. b) Universal Screening/Services i) Screening for Depression: In FY22 St. Peter's Health continued to focus on increasing the completion rate for depression screening (PHQ-9) at least annually for all primary care patients ages 12+ including the use of evidence-based tools to screen perinatal patients using the Edinburgh Postnatal Depression Scale. During FY22 SPH completed 96,606 PHQ9 screenings, and 808 Edinburgh screenings. This represents a 163% increase from FY21. ii) Screening for Anxiety: In FY22 St. Peter's Health continued to focus on increasing the completion rate for anxiety screening (GAD-7) for patients when clinically indicated. During FY22 SPH completed 4,206 GAD-7 screenings. If depression, suicidal ideation or anxiety is identified during the screen, support and care provided by the primary care providers is also augmented by the Behavioral Health Professionals integrated into primary care for timely intervention and follow up (see Integrated Behavioral Health for more information). c) Enhanced Support Services: i) Integrated Behavioral Health within Primary Care: During FY22 St. Peter's Health has maintained an Integrated Behavioral Health (IBH) Team practicing within the Behaviorist Model and the SPH Team has begun to expand access to SPH patients through the implementation of the Collaborative Care Model. Patients are able to access the support for any Behavioral Health Professionals via virtual and telephonic visits in addition to face-to-face visits. (1) Behaviorist Model: The BHPs at St. Peter's Health Medical Group are employed licensure candidates as well as fully Licensed Clinical Social Workers (LCSWs) and Licensed Clinical Professional Counselors (LCPCs), who work with the identified patien SCHEDULE H, PART V, SECTION B, LINE 16A-16C THE FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP IS MADE AVAILABLE ON THE HOSPITAL'S WEBSITE: https://www.sphealth.org/patients-visitors/billing/financial-assistance SCHEDULE H, PART V, SECTION B, LINE 16J PATIENTS RECEIVE NOTIFICATION OF THE FINANCIAL ASSISTANCE POLICY UPON DISCHARGE AS WELL AS IN THEIR PATIENT STATEMENTS. 5 HOSPICE AND HOMELINK OF ST PETERS HOSPIT 201 SOUTH CALIFORNIA HELENA MT 59601 HOSPICE AND HOME HEALTH APEX OF ST PETERS HOSPITAL 201 SOUTH CALIFORNIA HELENA MT 59601 HOME OXYGEN SERVICES ST PETER'S MEDICAL GROUP BROADWAY 2550 BROADWAY HELENA MT 59601 PHYSICIAN CLINIC ST PETER'S MEDICAL GROUP NORTH 3330 PTARMIGAN LANE HELENA MT 59602 PHYSICIAN CLINIC ST PETER'S HEALTH - TOWNSEND CLINIC 515 S FRONT ST TOWNSEND MT 59644 PHYSICIAN CLINIC SCHEDULE H, PART I, LINE 3C ST PETER'S HEALTH USES ASSET LEVELS AND MEDICAL INDIGENCY IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART I, LINE 7 THE ORGANIZATION USED AN INTERNAL COST ALLOCATION SYSTEM FOR LINES 7A, 7B AND 7G. THE COST ALLOCATION SYSTEM ADDRESSES ALL PATIENT SEGMENTS. THE COSTS ARE ESTIMATED BY ALLOCATING DEPARTMENTAL COSTS BASED ON DIRECT COSTS LESS ANY OTHER OPERATING REVENUE, THEN BY DOING AN ALLOCATION OF BENEFITS, DEPRECIATION AND OTHER OVERHEAD COSTS. THE INFORMATION FOR LINES 7E AND 7I WAS DERIVED FROM INFORMATION IN THE GENERAL LEDGER AND OTHER FINANCIAL DATA RELATED SPECIFICALLY TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICE COSTS: INCLUDED IN SUBSIDIZED SERVICES ARE PHYSICIAN CLINICS, WHICH ARE FREE STANDING CLINICS. TOTAL COST AS REPORTED IN SECTION 7G FOR THESE CLINICS WAS $26,247,786, WHICH INCLUDES ALLOCATED OVERHEAD COSTS. TOTAL CLINIC EXPENSES WITHOUT OVERHEAD ALLOCATIONS WAS $20,620,345. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES: ST. PETER'S COMMUNITY HOSPITAL COMMUNTIY BUILDING ACITIVITES INCLUDE ADVOCACY FOR PATIENT CARE, HEALTH CARE AND COMMUNITY HEALTH AND EDUCATION PROGRAMS FOR THE COMMUNITY. SCHEDULE H, PART III, SECTION A, LINE 2 THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. BAD DEBT EXPENSE IS REPORTED AT CHARGES AS RECORDED BY THE ORGANIZATION. BAD DEBT EXPENSE IS REPORTED NET OF DISCOUNTS AND CONTRACTUAL ALLOWANCES. A PAYMENT ON AN ACCOUNT PREVIOUSLY WRITTEN OFF REDUCES BAD DEBT EXPENSE IN THE CURRENT YEAR. SCHEDULE H, PART III, SECTION A, LINE 3 TO DETERMINE THE PORTION OF BAD DEBT THAT SHOULD BE CONSIDERED A COMMUNITY A HISTORICAL PERCENTAGE WAS USED. THIS WAS DONE TO RECLASSIFY THE PORTION OF BAD DEBT EXPENSE THAT WOULD HAVE BEEN CONSIDERED CHARITY CARE IF THE INDIVIDUAL WOULD HAVE COMPLETED THE FINANCIAL ASSISTANCE APPLICATION. SCHEDULE H, PART III, SECTION C, LINE 9B ST. PETER'S HEALTH RECOGNIZES ITS RESPONSIBILITY TO RENDER NECESSARY HEALTH CARE SERVICES TO ALL PERSONS IN NEED OF SUCH CARE, REGARDLESS OF RACE, CREED, COLOR OR ECONOMIC CIRCUMSTANCES. ST. PETER'S HEALTH RECOGNIZES THAT PAYMENT FOR SERVICES RENDERED IS DUE AND PAYABLE AT THE TIME OF SERVICE. THE HOSPITAL ACCEPTS INSURANCE ASSIGNMENTS AND SOME OTHER APPROVED ARRANGEMENTS FOR DELAYED PAYMENT. FINANCIAL ASSISTANCE IS AVAILABLE FOR ALL QUALIFIED PATIENTS. PATIENTS NOT COVERED BY INSURANCE OR UNABLE TO PAY IN FULL FOR SERVICES RENDERED MUST CONTACT THE APPROPRIATE PATIENT ACCOUNT REPRESENTATIVE WHO WILL ASSIST THE PATIENT AND/OR FAMILY IN DETERMINING IF HE/SHE QUALIFIES FOR PATIENT ASSISTANCE. COLLECTION ACTIVITY WILL BE SUSPENDED WHILE A FINANCIAL ASSISTANCE APPLICATION IS UNDER REVIEW. SCHEDULE H, PART VI, LINE 2 DESCRIPTION OF NEED ASSESSMENT: THE NEEDS ASSESSMENT IS A TWO-PART PROCESS. FIRST, IDENTIFY THE HEALTH NEEDS FACING OUR COMMUNITY (CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT, OR CHNA); EVERY THREE YEARS, PARTNER WITH A THIRD-PARTY VENDOR, PROFESSIONAL RESEARCH CONSULTANTS, INC., OF OMAHA, NEBRASKA, TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS CHNA INCLUDED A RANDOM-SAMPLE TELEPHONE SURVEY OF COMMUNITY RESIDENTS ON THEIR HEALTH CONDITIONS, BEHAVIORS, PREFERENCES; IT ALSO INCLUDED AN ONLINE KEY INFORMANT SURVEY TARGETED TO INDIVIDUALS WITH A BROAD HEALTH OF THE COMMUNITY. ST. PETER'S PARTNERED WITH THE LEWIS AND CLARK PUBLIC HEALTH TO PLAN AND DEVELOP THE SURVEY INSTRUMENTS. SECOND, ST. PETER'S HEALTH POPULATION HEALTH TEAM REVIEWS THE CHNA TO UNDERSTAND THE IDENTIFIED COMMUNITY NEEDS TO DEVELOP A MEASURABLE PLAN (AN IMPLEMENTATION STRATEGY) THAT FOCUSES ON THE AREAS OF GREATEST NEEDS, TAKING INTO ACCOUNT THE TOTAL AVAILABLE RESOURCES TO EFFECTIVELY ADDRESS THOSE ISSUES. THE IMPLEMENTATION STRATEGY CREATES A STRATEGIC PLAN TO FOCUS ENERGY, RESOURCES, POLICIES, PROJECTS, AND PROGRAMS THAT WILL BE MOST EFFECTIVE IN IMPROVING THE HEALTH OF OUR COMMUNITY. AFTER A SERIES OF STRATEGIC PLANNING MEETINGS, THE DRAFT IMPLEMENTATION STRATEGY IS PRESENTED TO THE ST. PETER'S HEALTH (SPH) JOINT STRATEGIC OPERATIONS, WHERE THE ORGANIZATION'S LEADERS REVIEW THE PLAN TO ADDRESS THE IDENTIFIED NEEDS WITHIN ST PETER'S HEALTH SERVICE AREA. ONCE THE IMPLEMENTATION STRATEGY IS REVIEWED THROUGH THE EXECUTIVE LEADERSHIP TEAM, IT IS PRESENTED, DISCUSSED, AND APPROVED AT THE ST. PETER'S HEALTH SYSTEM BOARD AND PUBLISHED ON THE SPH WEBSITE. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION ELIGIBILITY FOR ASSISTANCE: ST. PETER'S HEALTH (1) POSTS ITS CHARITY CARE POLICY ON ITS WEBSITE AS WELL AS AT THE ADMITTING DESK, EMERGENCY ROOM, ON THE MONTHLY STATEMENTS AND CASHIER AREAS IN WHICH ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT, (2) OFFERS A SUMMARY OF OUR POLICY AND APPLICATION TO SELF-PAY PATIENTS WITH CONTACT INFORMATION TO PATIENTS AS PART OF THE INTAKE PROCESS, (3) PROVIDES A COPY OF FINANCIAL ASSISTANCE CONTACT INFORMATION TO PATIENTS WITH DISCHARGE MATERIALS, (4) FINANCIAL COUNSELORS DISCUSS WITH PATIENTS EXPECTING TO OWE MORE THAN $500, THE AVAILABILITY OF PATIENT ASSISTANCE AND VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE. SOCIETY, GOD'S LOVE, NAMI, SUSAN G. KOMEN, YWCA AND THE FRIENDSHIP CENTER. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION: ST. PETER'S HOSPITAL IS A 123-BED ACUTE CARE HOSPITAL FACILITY SERVING RESIDENTS OF LEWIS AND CLARK COUNTY AND PORTIONS OF JEFFERSON, BROADWATER, MEAGHER, AND POWELL COUNTIES. ST. PETER'S IS THE SOLE FACILITY IN THE PRIMARY SERVICES AREA. THE HOSPITAL FINANCIAL PAYOR MIX CONSISTED OF 1.9% SELF-PAY PATIENTS, 14.7% OF MEDICAID PATIENTS AND 48.3% MEDICARE PATIENTS. APPROXIMATELY 17% OF THE POPULATION IS AGE 65 AND OLDER. APPROXIMATELY 11.4% OF THE POPULATION IS BELOW THE FEDERAL POVERTY LEVEL. THE NEAREST HOSPITAL IN THE AREA IS APPROXIMATELY 35 MILES FROM THE ST. PETER'S CAMPUS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: THE ORGANIZATION'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES. ST. PETER'S HEALTH IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA, AND OPERATES AN EMERGENCY ROOM AND TWO URGENT CARE CLINICS. THE PRIMARY SERVICE AREA IS MADE UP OF LEWIS AND CLARK COUNTY AND THE NORTHERN PORTION OF JEFFERSON COUNTY. OUT-MIGRATION IS GENERALLY LIMITED TO TERTIARY SERVICES NOT AVAILABLE AT ST. PETER'S HEALTH INCLUDING, CARDIAC SURGERY AND NEO-NATAL CARE. ST. PETER'S HEALTH PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ST. PETER'S HEALTH MAINTAINS CHARGES AS ONE OF THE LOWEST HOSPITALS WITHIN THE STATE DEPENDING ON THE SERVICES BEING PROVIDED. ST. PETER'S HEALTH SPONSORS SEVERAL WELLNESS SCREENINGS, HEALTH FAIRS, AND EDUCATIONAL LECTURES, CLASSES, AND EVENTS THROUGHOUT THE YEAR TO IMPROVE THE HEALTH AND WELLBEING OF THE COMMUNITY. ST. PETER'S HEALTH ENSURES THAT ITS PATIENTS, THEIR FAMILIES AND PERSONNEL HAVE SPIRITUAL CARE AVAILABLE TO THEM. SPH RESPECTS NATIVE-AMERICAN CULTURE AND THE CEREMONIES THAT ARE IMPORTANT TO MEET THE SPIRITUAL AND CULTURAL NEEDS AND PROMOTE OPTIMAL HEALING OF NATIVE- AMERICAN PATIENTS. IN ORDER TO ENSURE A PATIENT'S RIGHT TO ACCESS THESE CEREMONIES, A PROCEDURE HAS BEEN PUT IN PLACE. CONTINUING EDUCATION IS ALSO PROVIDED TO MEMBERS OF THE MEDICAL COMMUNITY ON AN ON-GOING BASIS. IN ADDITION, ST. PETER'S HEALTH HAD 10,000 VOLUNTEER HOURS FROM THE COMMUNITY ASSISTING IN A VARIETY OF ROLES WITHIN THE ORGANIZATION. ST. PETER'S HEALTH MADE $106,000 OF CASH AND IN-KIND DONATIONS TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY. THIS INCLUDES, BUT IS NOT LIMITED TO, HELENA FOOD SHARE, HELENA EDUCATION FOUNDATION, CARROLL COLLEGE, NAMI, THE PRICKLY PEAR LAND TRUST, GREAT DIVIDE SKI PATROL, AND MORE. DONATIONS WERE MADE TO ASSIST THESE COMMUNITY SPONSORS IN THEIR VARIOUS PROGRAMS. true ST PETERS HOSPITAL FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 501(c)(3) 136860 HELENA FOOD SHARE 1616 Lewis Street HELENA MT 59624 363507623 501(c)(3) 40000 Healthy Food Initiative Exploration Works 995 Carousel Way Helena MT 59601 810541491 501(c)(3) 6500 Sponsorship Girls Thrive PO BOX 943 HELENA MT 59624 810732047 501(c)(3) 6650 Support Organization 4 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT FUNDS: SUPPORT IS PROVIDED TO ST. PETERS HOSPITAL FOUNDATION, A RELATED ORGANIZATION, FOR THE FOUNDATION'S EMPLOYEE EMERGENCY ASSISTANCE FUND. MONITORING IS DONE BY COMMITTEES THAT MEET INFORMALLY WHEN THERE ARE REQUESTS BY STAFF FOR ASSISTANCE. THE REQUESTS ARE REVIEWED BY THE COMMITTEE TO DETERMINE IF THEY ARE ELIGIBLE, WHETHER THEY HAVE FREQUENT REQUESTS, AND IF THE NEED IS SUCH THAT THE FUNDS SHOULD BE GRANTED. THE ORGANIZATION ALSO PROVIDES SUPPORT TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY TO ASSIST THEM IN THEIR VARIOUS PROGRAMS. ST. PETER'S HEALTH PR & MARKETING DEPARTMENT CAPTURES SPONSORSHIP AND DONATION REQUESTS [CONTRIBUTION REQUESTS] THROUGH A SPECIFIC APPLICATION AND GUIDELINE FORM BUILT INTO OUR WEBSITE (SPHEALTH.ORG). THE FORM BEGINS WITH OUTLINING THE HOSPITAL'S GUIDELINES FOR GIVING AND SUPPORTING, I.E., MUST BE RELATED TO HEALTH AND WELLNESS, THE ORGANIZATION OR ACTIVITY MUST BE WITHIN OUR FIVE-COUNTY SERVICE AREA, MUST BE A TAX-EXEMPT 501C3 NONPROFIT, PUBLIC AGENCY OR SCHOOL, FUNDS ARE GENERALLY DENIED FOR POLITICAL ACTIVITIES, RELIGIOUS PURPOSES, ETC. ONCE THE REQUEST IS RECEIVED, IT IS REVIEWED BY PR & MARKETING TEAM MEMBERS TO ENSURE THE ASK MEETS OUR GUIDELINES, AND THEN APPROVALS ARE DONE VIA EMAIL. THE APPROVAL EMAIL OUTLINES THE AMOUNT THAT WILL BE COVERED AND VERBALIZES HOW THE FUNDS WILL BE USED (AS OUTLINED PER THE GUIDELINES ON THE ORIGINAL FORM). X true true X X X X false true false false false false false true false CHRISTOPHER LINDSAY MD 673041 0 366512 0 19500 0 17400 0 9899 0 1086352 0 BRANDON NEWGARD MD 439448 0 432214 0 1328 0 17400 0 24972 0 915362 0 CHRISTOPHER GABEL MD 484021 0 258183 0 20174 0 14785 0 27098 0 804261 0 MICHAEL LEE MD 592699 0 129644 0 332 0 8609 0 24490 0 755774 0 TIMOTHY GROSSMAN MD 435200 0 176851 0 20783 0 0 0 30176 0 663010 0 WADE JOHNSON CEO, Ex Officio, Non-Voting 569752 0 152500 0 20834 0 17400 0 33835 0 794321 0 TODD WAMPLER PRESIDENT SPMG 339212 0 76360 0 498 0 41268 0 34321 0 491659 0 40460 NATHAN COBURN CFO 292345 0 61198 0 20323 0 53966 0 36758 0 464590 0 35699 RYAN WINN CIO 189621 0 10000 0 309 0 45985 0 18739 0 264654 0 BRIAN LEE VP of Operations 225228 0 47453 0 1915 0 44482 0 28235 0 347313 0 27681 JAMES TARVER CHIEF OF STAFF, EX OFFICIO 0 0 301585 0 7993 0 14172 0 28316 0 352066 0 SCHEDULE J, PART I, LINE 1A INFORMATION REGARDING BENEFITS PROVIDED: THE ORGANIZATION PURCHASED A SOCIAL CLUB MEMBERSHIP UTILIZED FOR DEVELOPMENT AND OTHER APPROPRIATE BUSINESS PURPOSES BY THE CEO AND OTHER EMPLOYEES ON BEHALF OF THE HOSPITAL AND ITS RELATED FOUNDATION. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: THE ORGANIZATION HAS INCENTIVE BONUS POLICIES FOR EXECUTIVES, ALL OF WHICH HAVE SPECIFIC METRICS THAT MUST BE MET IN ORDER TO BE PAID OUT. NOT ALL INCENTIVES THAT ARE ACCRUED AT FYE ARE PAID OUT WITHIN 2.5 MONTHS AFTER YEAR END. THE FOLLOWING INDIVIDUALS DID NOT RECEIVE THEIR INCENTIVE PAYOUTS WITHIN THAT TIME; THEREFORE, AN ACCRUAL WAS MADE FOR 7 MONTHS OF THE INCENTIVE WHICH COVERED THE TIMEFRAME 6/1/2021 - 12/31/2021. THE ACCRUAL APPEARS UNDER OTHER DEFERRED COMPENSATION UNDER SCHEDULE, J, PART II, COLUMN C. $36,412 - Nathan Coburn $41,268 - Todd Wampler $35,000 - Ryan Winn $28,235 - Brian Lee Schedule J, Part II, Column (f) Description of Compensation reported in a prior period: The amounts listed in Column F are the accrual payouts of the bonuses that line 7 discusses. The amounts in column f are the accruals from 2019 calendar year that are paid out in 2020. $35,699 - Nathan Coburn $40,460 - Todd Wampler $27,681 - Brian Lee A MONTANA FACILITY FINANCE AUTHORITY 810302402 2013-03-13 21435000 REFINANCE 2004 BOND SERIES false false false B MONTANA FACILITY FINANCE AUTHORITY 364615155 2015-04-29 14945000 REFINANCE 2007 BOND SERIES false false false C MONTANA FACILITY FINANCE AUTHORITY 364615155 2021-05-28 23000000 FINANCE EQUIPMENT false false false A 15120000 0 21435064 0 0 0 349297 0 0 0 21085703 0 2013 false true true true B 8605000 0 14945000 0 0 0 253212 0 0 0 14691787 0 2015 false true true true C 2114386 0 23000000 0 0 0 86400 0 0 3317161 0 19596439 false false false true A false true false false 0 false false false true B false true false false 0 false false false true C false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false true false false false false 0 false 0 false true A true B true C true SCHEDULE K, PART III, LINE 4 & 5 THERE IS A SMALL AMOUNT OF USE OF THE FINANCED PROPERTY BY HEALTH CARE ORGANIZATIONS OTHER THAN A 501(C)(3) ORGANIZATION, BUT THE USE QUALIFIED FOR AN EXCEPTION TO UBI, THEREFORE IS NOT CONSIDERED PRIVATE BUSINESS USE. SCHEDULE K, PART IV, LINE 2C (COLUMN A) THE REBATE COMPUTATION FOR THE 2013 BOND ISSUE IN COLUMN A WAS PERFORMED ON OCTOBER 9, 2017 FOR THE PERIOD FROM MARCH 13, 2013 THROUGH JUNE 1, 2017 SCHEDULE K, PART IV, LINE 2C (COLUMN B) THE REBATE COMPUTATION FOR THE 2015 BOND ISSUE IN COLUMN B WAS PERFORMED ON AUGUST 19,2019 FOR THE PERIOD FROM APRIL 29, 2015 TO JUNE 1, 2019. FORM 990, PART VI, SECTION A, LINE 4 DESCRIPTION OF SIGNIFICANT CHANGES TO BYLAWS: THE FOLLOWING ITEMS ARE THE SIGNIFICANT CHANGES TO THE BYLAWS: - THE MAXIMUM NUMBER OF BOARD DIRECTORS HAS BEEN REDUCED TO ELEVEN. - THE NUMBER OF THREE-YEAR TERMS A DIRECTOR CAN SERVE HAS INCREASED FROM TWO TO THREE. - REDUCED THE NUMBER OF MEETINGS TO SIX MEETINGS PER FISCAL YEAR. - CHANGE OF EXECUTIVE LEADERSHIP REQUIRES TWO-THIRDS VOTE OF DIRECTORS IN OFFICE AND REQUIRES A SEVEN DAY NOTICE BEFORE THE VOTE. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: A DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO, CFO AND FINANCE COMMITTEE. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE CONFLICT-OF-INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, SENIOR ADMINISTRATION AND KEY EMPLOYEES. THE BOARD IDENTIFIES POTENTIAL CONFLICTS AND DETERMINES IF VOTING ON RELATED ITEMS WOULD BE A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM VOTING ON THE CONFLICTED ITEM. ALL EMPLOYEES SUBMIT A CONFLICT-OF-INTEREST FORM UPON HIRE AND ANNUALLY THEREAFTER. ACTUAL CONFLICTS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A & 15B REVIEW OF CEO AND OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: AN INDEPENDENT CONSULTANT IS HIRED TO REVIEW COMPENSATION FOR THE CEO AND OTHER KEY OFFICERS AND EMPLOYEES. IN OCTOBER 2020, SULLIVAN COTTER WAS RETAINED TO COMPLETE A TOTAL COMPENSATION ANALYSIS FOR THE TOP LEADERSHIP TEAM INCLUDING THE CEO. SULLIVAN COTTER EVALUATED THE TOTAL COMPENSATION PROGRAM TO ENSURE THE STRUCTURE OF THE COMPENSATION COMPONENTS AND TOTAL VALUE WERE COMPETITIVE AND ALIGNED WITH THE EXECUTIVE COMPENSATION STRATEGY. IN ADDITION, SULLIVAN COTTER PROVIDED COMPETITIVE MARKET INFORMATION TO SUPPORT RECOMMENDATIONS FOR EACH EXECUTIVE POSITION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES SALARY ADJUSTMENTS FOR THE CEO AND OTHER KEY OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGE IN NET ASSETS: (1,861,251) - CHANGE IN INTEREST IN SPH FOUNDATION 5,325,347 - MINIMUM PENSION LIABILITY ADJUSTMENT 3,464,096 - TOTAL ST PETER'S HEALTH FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 FUNDRAISING MT 501(C)(3) 7 SPH true PEAK HEALTH REALTY LLC 2475 BROADWAY HELENA MT 59601 272492966 RENTAL PROPER MT SPH UNRELATED 337879 3972569 false false 0.65000 PEAK HEALTH HELENA LLC 2475 BROADWAY HELENA MT 59601 272493096 HEALTH CLUB MT SPH UNRELATED 7294 162877 false false 0.65000 SOUND HEALTH IMAGING INC 214 Solomon Mountain Road Clancy MT 59634 810489518 Imaging MT SHI SPH LLC S CORP 409722 2343378 1.00000 true false false true false false false false true false false true true true true true false false false true ST PETER'S HEALTH FOUNDATION B 136860 INTERCO AMOUNT ST PETER'S HEALTH FOUNDATION C 2024441 INTERCO AMOUNT PEAK HEALTH REALTY LLC S 240500 FMV