2023-06-15T14:51:11-05:00 2022-07-31 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2021-08-01 391139101 ROGERS MEMORIAL HOSPITAL INC ROGE 2626464411 34700 VALLEY ROAD OCONOMOWOC WI 53066 CHRIS JAGODITZ CFO 2626464411 2023-06-15 1 CHRIS JAGODITZ XXX-XX-XXXX TROY MARINE CPA P00187863 4147775500 2023-06-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CINDY MEYER 34700 VALLEY ROAD OCONOMOWOC WI 53066 459118715 0 X WWW.ROGERSBH.ORG X 1907 WI WE PROVIDE HIGHLY EFFECTIVE MENTAL HEALTH AND ADDICTION TREATMENT THAT HELPS PEOPLE REACH FULL POTENTIAL FOR HEALTH AND WELL-BEING. 18 15 3684 15 86025 0 105489 0 329941253 338407514 5644211 1891371 0 99048 335690953 340397933 3885690 5555202 0 0 201908612 224927115 0 0 0 78712261 85679206 284506563 316161523 51184390 24236410 501256001 507748271 200517048 192708873 300738953 315039398 X OUR VISION:WE ENVISION A FUTURE WHERE PEOPLE HAVE THE TOOLS TO RISE ABOVE THE CHALLENGES OF MENTAL ILLNESS, ADDICTION, AND STIGMA TO LEAD HEALTHY LIVES. WE BRING THIS VISION TO LIFE BY CONSTANTLY ELEVATING THE STANDARD FOR BEHAVIORAL HEALTHCARE, DEMONSTRATING OUR EXCEPTIONAL TREATMENT OUTCOMES, AND ACTING WITH COMPASSION AND RESPECT.OUR VALUES:EXCELLENCE - WE ARE COMMITTED TO CONTINUOUS IMPROVEMENT INCLUDING RECRUITMENT AND RETENTION OF HIGHLY TALENTED EMPLOYEES WHO DELIVER CLINICALLY EFFECTIVE TREATMENTS WITH THE BEST POSSIBLE OUTCOMES.COMPASSION - WE ARE DEDICATED TO A HEALTHY CULTURE WHERE EMPLOYEES, PATIENTS, AND FAMILIES EXPERIENCE EMPATHY, ENCOURAGEMENT, AND RESPECT.ACCOUNTABILITY - WE EMBRACE OUR RESPONSIBILITY TO OUR PATIENTS, FAMILIES, REFERRING PROVIDERS, PAYORS AND COMMUNITY MEMBERS TO PROVIDE CARE THAT IS HIGH QUALITY, COST EFFECTIVE AND SUSTAINABLE. 0 0 233385600 5555202 338321489 WE ARE A NOT-FOR-PROFIT INDEPENDENT PROVIDER OF SPECIALIZED MENTAL HEALTH AND ADDICTION SERVICES FOR ADULTS, TEENS AND CHILDREN. OFFERING TREATMENT IN NINE STATES, WE ARE ONE OF THE LARGEST SPECIALTY BEHAVIORAL HEALTHCARE SYSTEMS IN THE U.S. TO MEET THE NEED OF PATIENTS, WE OFFER THREE LEVELS OF CARE: INPATIENT, RESIDENTIAL AND OUTPATIENT. IN FISCAL YEAR 2022, WE SERVED OUR COMMUNITY WITH 60,349 INPATIENT DAYS, 91,163 RESIDENTIAL PATIENT DAYS AND 287,174 OUTPATIENT PATIENT DAYS. THIS REPRESENTS A 1% DECREASE OVER THE PRIOR FISCAL YEAR. THIS YEAR WE RESPONDED TO THE COVID-19 PANDEMIC BY CONTINUING TO OFFER TELEHEALTH CARE TO ELIGIBLE PATIENTS AND MAINTAINING AND ADOPTING EXTENSIVE SAFETY PROTOCALS. THIS ALLOWS US TO CONTINUE TO MEET PATIENTS DEMAND DURING THEIR MOST CRITICAL TIME OF NEED. OVER THE NEXT 3 YEARS, WE PLAN TO OPEN 2 CLINIC LOCATIONS PER YEAR TO SERVE MORE PATIENTS NATIONWIDE. 233385600 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 285 0 1 3684 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 18 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X THE ORGANIZATION 2626464411 34700 VALLEY ROAD OCONOMOWOC WI 53066 RICK ANDRITSCH BOARD CHAIR (TERM 08/2022) 3.00 3.00 X X 0 0 0 BARB GORMACKI BOARD VICE CHAIR 3.00 3.00 X X 0 0 0 WILLIAM T MULLIGAN BOARD SECRETARY 3.00 3.00 X X 0 0 0 CHRIS FITZPATRICK BOARD TREASURER 3.00 3.00 X X 0 0 0 BOB OLSON BOARD MEMBER 3.00 3.00 X 0 0 0 DANIEL BADER BOARD MEMBER (TERM 08/2022) 1.00 1.00 X 0 0 0 ERIK CARDENAS BOARD MEMBER 1.00 1.00 X 0 0 0 GINA MARKSON BOARD MEMBER 1.00 1.00 X 0 0 0 KAMILAH WILLIAMS-KEMP BOARD MEMBER 1.00 1.00 X 0 0 0 KEVIN FLANAGAN BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN BORELL BOARD MEMBER 1.00 1.00 X 0 0 0 MAUREEN STAPLETON BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL SEVI BOARD MEMBER 1.00 1.00 X 0 0 0 NICK BAUER BOARD MEMBER 3.00 3.00 X 0 0 0 JOHN BOYD CEO - STARTED 01/2022 1.00 40.00 X X 0 0 0 PATRICK HAMMER CEO - RBHS/ BOARD MEMBER 1.00 40.00 X X 0 1840888 255457 JERRY HALVERSON CHIEF MEDICAL OFF./BOARD MEMBER 1.00 40.00 X X 574256 0 47647 BRADLEY RIEMANN CHIEF CLINICAL OFF./BOARD MEMBER 1.00 40.00 X X 636686 0 60735 CHRIS JAGODITZ CFO - STARTED 02/20/2023 1.00 40.00 X 0 0 0 JOANNE HORVATH CFO (TERM 11/2021 - 09/2022) 1.00 40.00 X 0 40939 943 CINDY MEYER INTERIM PRES./CEO - STARTED 11/2022 1.00 40.00 X 0 0 0 SCOTT JOHNSON COO 1.00 40.00 X 353884 0 57597 STEPHANIE EKEN ASSISTANT CMO 1.00 40.00 X 374774 0 49872 BRIAN KAY CHIEF OF STAFF 1.00 40.00 X 218746 0 16748 TERRI COHN CNO 1.00 40.00 X 198219 0 31500 MAEVE O'NEIL CRO - TERM 05/2022 1.00 40.00 X 213568 0 38520 CHRISTOPHER TAKALA MEDICAL DIRECTOR 1.00 40.00 X 610961 0 50397 AMAN MAHAJAN PSYCHIATRIST 1.00 40.00 X 634843 0 49030 KHAZI MUQEET MEDICAL DIRECTOR 1.00 40.00 X 723822 0 14819 BRAD SMITH MEDICAL DIRECTOR 1.00 40.00 X 729975 0 43302 MOHAMMED IQBAL MEDICAL DIRECTOR 1.00 40.00 X 638369 0 47159 PAUL MUELLER FORMER OFFICER - TERM 08/2021 0.00 0.00 X 934972 0 29673 ARNOLD STUEBER FORMER CFO - TERM 06/2021 0.00 0.00 X 0 429894 29673 6843075 2311721 823072 283 1 1 0 MOORE CONSTRUCTION SERVICES W146N5650 ENTERPRISE AVE MENOMONEE FALLS WI 53054 CONSTRUCTION SERVICE 6812248 CERNER CORPORATION 2800 ROCKCREEK PARKWAY NORTH KANSAS CITY MO 64117 HEALTH INFORMATION TECHNOLOGY 4754763 HHS CULINARY & NUTRITION SOLUTIONS LLC 12495 SILVER CREEK RD DRIPPING SPRINGS TX 78620 FOOD SERVICE 3430735 CIELO INC 200 S EXECUTIVE DRIVE SUITE 400 BROOKFIELD WI 53005 RECRUITING SERVICE 3125072 GORDON FOOD SERVICE PO BOX 88029 CHICAGO IL 60680 FOOD SERVICE 2436499 140 OUTPATIENT REVENUE 900099 128868046 128868046 RESIDENTIAL REVENUE 900099 102834000 102834000 INPATIENT REVENUE 900099 86327000 86327000 MANAGEMENT SERVICES 541610 18704281 18631108 73173 PROVIDER RELIEF FUNDS 900099 1661335 1661335 12852 12852 338407514 2516153 2516153 99048 0 99048 99048 99048 118096000 118681547 39235 -585547 -39235 -624782 -624782 340397933 338321489 86025 1990419 5550202 5550202 5000 5000 4029804 282086 3747718 178069684 146925993 31143691 6413160 4639576 1773584 24137925 19184332 4953593 12276542 9884961 2391581 2278137 2278137 248375 248375 80902 80902 132389 132389 29573151 10350603 19222548 1326186 77775 1248411 13017505 4686302 8331203 237222 9929 227293 6874726 6350024 524702 1148734 419734 729000 136252 136252 4437566 4082561 355005 15417565 14184160 1233405 3586118 80290 3505828 FOOD 3753000 3670151 82849 BAD DEBT EXPENSE 2586018 2586018 DUE/FEES/SUBSCRIPTIONS 845360 279651 565709 316161523 233385600 82775923 0 131105631 84429536 37664006 38779839 3263823 4013353 266661355 107172686 156709572 159488669 111611290 142246266 9729229 23447000 51172450 55343608 501256001 507748271 35810306 33652163 100970000 98860000 26105198 25248429 37631544 34948281 200517048 192708873 X 284820367 301782194 15918586 13257204 300738953 315039398 501256001 507748271 X 24236410 -12933498 2997533 X 0 1 X 1 1 1 X 0 0 0 0 0 0 0 0 0 0 1 80902 80902 0 PART II-B, LINE 1: PORTIONS OF ASSOCIATION DUES ALLOCATED FOR LOBBYING EXPENSES OF WHA $38,573 (15.3%) TOTALING $5,901.67. ROGERS MEMORIAL HOSPITAL ALSO EMPLOYS MICHAEL BEST FOR $75,000 WHO COMMUNICATES ON THE HOSPITALS' BEHALF. 3618958 37375 -377115 113558 -99 3165759 2888541 14034 808297 91914 3618958 2699307 27302 217800 55868 2888541 2529486 131917 116018 78114 2699307 2401177 1839 186974 60504 2529486 0.00000 0.70740 0.29260 0 1 1 10162586 10162586 170043659 58510112 111533547 7211778 4871851 2339927 66131181 43790723 22340458 13112151 13112151 159488669 INTEREST IN NET ASSETS - ROGERS MEMORIAL FOUNDATION 13257204 DUE FROM RELATED ORGANIZATIONS 20275178 LEASE RIGHT OF USE ASSETS, NET 20536549 HNB SWAP CONTRACT 1274677 55343608 DEFERRED COMPENSATION 9693652 DUE TO RELATED ORGANIZATIONS 549587 LEASE LIABILITY 24705042 34948281 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT HOSPITAL CAPITAL PROJECTS, SPECIFIC PROGRAMS DESIGNATED BY THE DONOR AND PATIENT CARE ASSISTANCE. THE ENDOWED FUND HELPS SUPPORT PATIENT CARE GRANTS FOR INDIVIDUALS WHO CAN'T PAY FOR TREATMENT. SOME OF THE SPECIFIC RESTRICTIONS ON THE ENDOWED FUNDS ARE FOR OCD TREATMENT, CHILD AND ADOLESCENT PROGRAMS, EATING DISORDERS, SPIRITUAL CARE, AND CAPITAL IMPROVEMENTS. AN ENDOWED FUND OFFERS LASTING FINANCIAL RESOURCES THAT EXTEND THE VALUE OF A DONOR'S GIFT. THROUGH CAREFUL INVESTMENT MANAGEMENT, INCOME GENERATED FROM THE FUND ENABLES ROGERS FOUNDATION TO MOVE FORWARD WITH PLANS, PROJECTS, AND RESEARCH THAT IMPROVE THE HEALTH AND WELL-BEING OF PATIENTS SUFFERING FROM MENTAL HEALTH AND ADDICTION CHALLENGES TODAY AND IN THE FUTURE. PART X, LINE 2: ROGERS MEMORIAL HOSPITAL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A)(2) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. ROGERS MEMORIAL HOSPITAL FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THE RETURN IS FILED IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). UBIT IS REPORTED ON FORM 990T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. 1 1 X 1 X 1 X 1 1 1 0 1 1 4905160 4905160 0.01560 75914111 37576308 38337803 0.12230 80819271 37576308 43242963 0.13790 1223555 1223555 0.00390 21213 21213 0.00010 761554 761554 0.00240 2006322 2006322 0.00640 82825593 37576308 45249285 0.14430 1 2586018 2229813 3854933 -1625120 X 1 1 3 1 ROGERS MEMORIAL HOSPITAL - OCONOMOWOC 34700 VALLEY ROAD OCONOMOWOC WI 53006 WWW.ROGERSBH.ORG X 2 ROGERS MEMORIAL HOSPITAL - WEST ALLIS 11101 W LINCOLN AVEUE MILWAUKEE WI 53227 WWW.ROGERSBH.ORG X 3 ROGERS MEMORIAL HOSPITAL - BROWN DEER 4600 WEST SCHROEDER DRIVE BROWN DEER WI 53223 WWW.ROGERSBH.ORG X ROGERS MEMORIAL HOSPITAL - OCONOMOWOC 1 0 0 1 X X X X X X X X X 21 1 1 0 1 X SEE PART V, SECTION B, LINE 7D X X 1 21 1 SEE PART V, SECTION B, LINE 7D 0 1 X 100.000000000000 400.000000000000 X X X X X 1 1 X X X X 1 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X X X X X X X 1 X 0 X X 1 X 0 0 ROGERS MEMORIAL HOSPITAL - WEST ALLIS 2 0 0 1 X X X X X X X X X 21 1 1 0 1 X SEE PART V, SECTION B, LINE 7D X X 1 18 1 SEE PART V, SECTION B, LINE 7D 0 1 X 100.000000000000 400.000000000000 X X X X X 1 1 X X X X 1 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X X X X X X X 1 X 0 X X 1 X 0 0 ROGERS MEMORIAL HOSPITAL - BROWN DEER 3 0 0 1 X X X X X X X X X 21 1 1 0 1 X SEE PART V, SECTION B, LINE 7D X X 1 18 1 SEE PART V, SECTION B, LINE 7D 0 1 X 100.000000000000 400.000000000000 X X X X X 1 1 X X X X 1 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X SEE SUPPLEMENTAL INFORMATION PART V, PAGE 8 X X X X X X X 1 X 0 X X 1 X 0 0 ROGERS MEMORIAL HOSPITAL - OCONOMOWOC PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED. ROGERS MEMORIAL HOSPITAL - WEST ALLIS PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED. ROGERS MEMORIAL HOSPITAL - BROWN DEER PART V, SECTION B, LINE 5: YES, WE SURVEYED COMMUNITY MEMBERS AND REVIEWED OTHER HOSPITAL AND GOVERNMENTAL SURVEYS CONDUCTED TO ASSESS THE COMMUNITY NEED. ROGERS MEMORIAL HOSPITAL - OCONOMOWOC PART V, SECTION B, LINE 6A: - ROGERS MEMORIAL HOSPITAL - WEST ALLIS- ROGERS MEMORIAL HOSPITAL - BROWN DEER ROGERS MEMORIAL HOSPITAL - WEST ALLIS PART V, SECTION B, LINE 6A: - ROGERS MEMORIAL HOSPITAL - OCONOMOWOC- ROGERS MEMORIAL HOSPITAL - BROWN DEER ROGERS MEMORIAL HOSPITAL - BROWN DEER PART V, SECTION B, LINE 6A: - ROGERS MEMORIAL HOSPITAL - OCONOMOWOC- ROGERS MEMORIAL HOSPITAL - WEST ALLIS ROGERS MEMORIAL HOSPITAL - OCONOMOWOC PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4116/5583/0532/2022CHNA_FINAL.PDF ROGERS MEMORIAL HOSPITAL - WEST ALLIS PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4116/5583/0532/2022CHNA_FINAL.PDF ROGERS MEMORIAL HOSPITAL - BROWN DEER PART V, SECTION B, LINE 7D: HTTPS://ROGERSBH.ORG/APPLICATION/FILES/4116/5583/0532/2022CHNA_FINAL.PDF ROGERS MEMORIAL HOSPITAL - OCONOMOWOC PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) IMPROVE ACCESS TO APPROPRIATE LEVELS OF CARE FOR INDIVIDUALS BY PROVIDING GREATER ACCESS TO PROGRAMS (CURRENT, EXPANDED, AND NEW) AND TO ALL LEVELS OF CARE WILL INCREASE THE POTENTIAL FOR IMPROVED OUTCOMES AND RECOVERY FOR MORE INDIVIDUALS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -IMPROVING EFFICIENCY OF ADMISSIONS PROCESS-ENHANCING TELEHEALTH SERVICES BY CREATING A STAND-ALONE TELEHEALTH SERVICE DEPARTMENT AND BY ADDING OR EXPANDING TELEHEALTH OPTIONS-PROVIDING FREE TREATMENT TO THOSE IN NEED BY GROWING THE CHARITABLE GIVING FUND AND THROUGH THE SUPPORT OF ROGERS BEHAVIORAL HEALTH FOUNDATION'S PATIENT CARE GRANTS-INCREASING SPECIALIZED RESIDENTIAL PROGRAMS FOR MENTAL HEALTH AND ADDICTION CARE, AS WELL AS DUAL DIAGNOSIS AT ROGERS IN BROWN DEER; EXPANDING PROGRAMS IN UNDERSERVED AREAS-EXPANDING CHILDREN'S BEHAVIORAL HEALTH SERVICES IN COLLABORATION WITH PROVIDERS SUCH AS CHILDREN'S WISCONSIN-IMPLEMENTING TRAUMA-INFORMED CARE TRAINING INITIATIVES2) EMPOWER COMMUNITIES, ORGANIZATIONS, AND INDIVIDUALS THROUGH MENTAL HEALTH EDUCATION AND STIGMA REDUCTION BY PROVIDING ADDITIONAL RESOURCES IN WHICH TO PROVIDE MENTAL HEALTH EDUCATION AND STIGMA REDUCTION PROGRAMMING WITHIN THEIR COMMUNITIES, INCREASING EDUCATIONAL OPPORTUNITIES ABOUT MENTAL HEALTH CHALLENGES TO SUPPORT INDIVIDUALS AND FAMILIES, AND EXPANDING ACCESS TO TOOLS AND SUPPORT FOR REDUCING SELF-STIGMA, PUBLIC STIGMA, AND COMPASSION FATIGUE WITHIN PROFESSIONAL SECTORS.IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -PROVIDING CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE COALITION PARTNERS-PROVIDING TRAINING AND COACHING TO SUPPORT COMMUNITY ORGANIZATIONS IN THEIR EFFORTS TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING-INCREASING REACH OF ADVERTISING AND AWARENESS CAMPAIGNS-GROWING ONLINE RESOURCES ON ROGERSBH.ORG-USING SOCIAL MEDIA TO DIRECT INDIVIDUALS TO ONLINE EDUCATION MATERIALS-CONTINUING EFFORTS TO UTILIZE THE LADISH CENTER FOR COMMUNITY EVENTS AND CONFERENCESIN ADDITION TO IT SERVING AS A SPACE OF HOPE AND HEALING WHERE PATIENTS, FAMILIES, PARTNERS, EMPLOYEES, AND VOLUNTEERS FEEL A SENSE OF BELONGING, RESPECT, DIGNITY, AND SUPPORT-ENHANCING COMPASSION RESILIENCE, UP TO ME, AND SAFE PERSON PROGRAMMING-IMPROVING AVAILABILITY OF THIS PROGRAMMING THROUGH ONLINE AND VIRTUAL PLATFORMS WITHIN SETTINGS SUCH AS SCHOOLS, LIBRARIES, FIRST RESPONDER LOCATIONS, ETC.3) ADVANCE WORKFORCE DEVELOPMENT INITIATIVES BY IMPROVING STAFF WELL-BEING, ENHANCING TRAINING AND RECRUITMENT EFFORTS FOR MENTAL HEALTH PROFESSIONALS, AND MEETING NEEDS OF DIVERSE EMPLOYEE POPULATIONS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -CONTINUE TO PROVIDE COMPASSION RESILIENCE AND OTHER WELL-BEING TRAINING OPPORTUNITIES FOR EMPLOYEES-HOST EMPLOYEE MEETINGS AND EVENTS WITHIN THE HEALING ENVIRONMENT OF THE LADISH CENTER-SUPPORT THE DEVELOPMENT AND ONGOING WORK OF THE MEDICAL STAFF AND THERAPISTS' WELLBEING TASKFORCES-ENHANCE AWARENESS OF FREE MENTAL HEALTH SERVICES AVAILABLE TO EMPLOYEES AND THEIR FAMILIES THROUGH LYRA HEALTH-PARTICIPATE IN THE MHA BELL SEAL CERTIFICATION PROGRAM AND RESOURCES-CONTINUE TO PROVIDE EQUITY, DIVERSITY, AND INCLUSION (EDI) MONTHLY CULTURAL CELEBRATION OPPORTUNITIES-INCREASE INVOLVEMENT IN EMPLOYEE RESOURCE GROUPS-IMPROVE PROVIDER COMPETENCE AND CONFIDENCE IN PROVIDING RESPONSIVE AND AFFIRMING CARE FOR BIPOC AND LGBTQIA+ PATIENTS THROUGH PROVIDER-LED WORKGROUPS THAT ANALYZE THE NEEDS FOR THESE POPULATIONS AND MATCH LEARNING OPPORTUNITIES FOR OUR PROVIDERS-COLLABORATE WITH LOCAL COLLEGES TO INCREASE THE NUMBER OF NURSE PRACTITIONERS IN BEHAVIORAL HEALTH THROUGH ROGERS PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER PROGRAM-OFFER ROGERS EMPLOYEES SCHOLARSHIP OPPORTUNITIES TO HELP ADVANCE THEIR CAREERS IN THE BEHAVIORAL HEALTH FIELD THROUGH PARTNERSHIPS/SCHOLARSHIPS WITH INSTITUTIONS INCLUDING CONCORDIA UNIVERSITY, CARROLL UNIVERSITY, MILWAUKEE SCHOOL OF ENGINEERING (MSOE), AND UNIVERSITY OF WISCONSIN-MILWAUKEE-ATTEND SCHOOL CAREER FAIRS-HOLD JOB FAIRS WITHIN THE LADISH CENTER-EQUITY, DIVERSITY, AND INCLUSION AND HR DEPARTMENTS AT ROGERS COLLABORATE TO INCREASE THE DIVERSITY OF ITS CARE PROVIDERS ROGERS MEMORIAL HOSPITAL - WEST ALLIS PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) IMPROVE ACCESS TO APPROPRIATE LEVELS OF CARE FOR INDIVIDUALS BY PROVIDING GREATER ACCESS TO PROGRAMS (CURRENT, EXPANDED, AND NEW) AND TO ALL LEVELS OF CARE WILL INCREASE THE POTENTIAL FOR IMPROVED OUTCOMES AND RECOVERY FOR MORE INDIVIDUALS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -IMPROVING EFFICIENCY OF ADMISSIONS PROCESS-ENHANCING TELEHEALTH SERVICES BY CREATING A STAND-ALONE TELEHEALTH SERVICE DEPARTMENT AND BY ADDING OR EXPANDING TELEHEALTH OPTIONS-PROVIDING FREE TREATMENT TO THOSE IN NEED BY GROWING THE CHARITABLE GIVING FUND AND THROUGH THE SUPPORT OF ROGERS BEHAVIORAL HEALTH FOUNDATION'S PATIENT CARE GRANTS-INCREASING SPECIALIZED RESIDENTIAL PROGRAMS FOR MENTAL HEALTH AND ADDICTION CARE, AS WELL AS DUAL DIAGNOSIS AT ROGERS IN BROWN DEER; EXPANDING PROGRAMS IN UNDERSERVED AREAS-EXPANDING CHILDREN'S BEHAVIORAL HEALTH SERVICES IN COLLABORATION WITH PROVIDERS SUCH AS CHILDREN'S WISCONSIN-IMPLEMENTING TRAUMA-INFORMED CARE TRAINING INITIATIVES2) EMPOWER COMMUNITIES, ORGANIZATIONS, AND INDIVIDUALS THROUGH MENTAL HEALTH EDUCATION AND STIGMA REDUCTION BY PROVIDING ADDITIONAL RESOURCES IN WHICH TO PROVIDE MENTAL HEALTH EDUCATION AND STIGMA REDUCTION PROGRAMMING WITHIN THEIR COMMUNITIES, INCREASING EDUCATIONAL OPPORTUNITIES ABOUT MENTAL HEALTH CHALLENGES TO SUPPORT INDIVIDUALS AND FAMILIES, AND EXPANDING ACCESS TO TOOLS AND SUPPORT FOR REDUCING SELF-STIGMA, PUBLIC STIGMA, AND COMPASSION FATIGUE WITHIN PROFESSIONAL SECTORS.IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -PROVIDING CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE COALITION PARTNERS-PROVIDING TRAINING AND COACHING TO SUPPORT COMMUNITY ORGANIZATIONS IN THEIR EFFORTS TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING-INCREASING REACH OF ADVERTISING AND AWARENESS CAMPAIGNS-GROWING ONLINE RESOURCES ON ROGERSBH.ORG-USING SOCIAL MEDIA TO DIRECT INDIVIDUALS TO ONLINE EDUCATION MATERIALS-CONTINUING EFFORTS TO UTILIZE THE LADISH CENTER FOR COMMUNITY EVENTS AND CONFERENCESIN ADDITION TO IT SERVING AS A SPACE OF HOPE AND HEALING WHERE PATIENTS, FAMILIES, PARTNERS, EMPLOYEES, AND VOLUNTEERS FEEL A SENSE OF BELONGING, RESPECT, DIGNITY, AND SUPPORT-ENHANCING COMPASSION RESILIENCE, UP TO ME, AND SAFE PERSON PROGRAMMING-IMPROVING AVAILABILITY OF THIS PROGRAMMING THROUGH ONLINE AND VIRTUAL PLATFORMS WITHIN SETTINGS SUCH AS SCHOOLS, LIBRARIES, FIRST RESPONDER LOCATIONS, ETC.3) ADVANCE WORKFORCE DEVELOPMENT INITIATIVES BY IMPROVING STAFF WELL-BEING, ENHANCING TRAINING AND RECRUITMENT EFFORTS FOR MENTAL HEALTH PROFESSIONALS, AND MEETING NEEDS OF DIVERSE EMPLOYEE POPULATIONS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -CONTINUE TO PROVIDE COMPASSION RESILIENCE AND OTHER WELL-BEING TRAINING OPPORTUNITIES FOR EMPLOYEES-HOST EMPLOYEE MEETINGS AND EVENTS WITHIN THE HEALING ENVIRONMENT OF THE LADISH CENTER-SUPPORT THE DEVELOPMENT AND ONGOING WORK OF THE MEDICAL STAFF AND THERAPISTS' WELLBEING TASKFORCES-ENHANCE AWARENESS OF FREE MENTAL HEALTH SERVICES AVAILABLE TO EMPLOYEES AND THEIR FAMILIES THROUGH LYRA HEALTH-PARTICIPATE IN THE MHA BELL SEAL CERTIFICATION PROGRAM AND RESOURCES-CONTINUE TO PROVIDE EQUITY, DIVERSITY, AND INCLUSION (EDI) MONTHLY CULTURAL CELEBRATION OPPORTUNITIES-INCREASE INVOLVEMENT IN EMPLOYEE RESOURCE GROUPS-IMPROVE PROVIDER COMPETENCE AND CONFIDENCE IN PROVIDING RESPONSIVE AND AFFIRMING CARE FOR BIPOC AND LGBTQIA+ PATIENTS THROUGH PROVIDER-LED WORKGROUPS THAT ANALYZE THE NEEDS FOR THESE POPULATIONS AND MATCH LEARNING OPPORTUNITIES FOR OUR PROVIDERS-COLLABORATE WITH LOCAL COLLEGES TO INCREASE THE NUMBER OF NURSE PRACTITIONERS IN BEHAVIORAL HEALTH THROUGH ROGERS PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER PROGRAM-OFFER ROGERS EMPLOYEES SCHOLARSHIP OPPORTUNITIES TO HELP ADVANCE THEIR CAREERS IN THE BEHAVIORAL HEALTH FIELD THROUGH PARTNERSHIPS/SCHOLARSHIPS WITH INSTITUTIONS INCLUDING CONCORDIA UNIVERSITY, CARROLL UNIVERSITY, MILWAUKEE SCHOOL OF ENGINEERING (MSOE), AND UNIVERSITY OF WISCONSIN-MILWAUKEE-ATTEND SCHOOL CAREER FAIRS-HOLD JOB FAIRS WITHIN THE LADISH CENTER-EQUITY, DIVERSITY, AND INCLUSION AND HR DEPARTMENTS AT ROGERS COLLABORATE TO INCREASE THE DIVERSITY OF ITS CARE PROVIDERS ROGERS MEMORIAL HOSPITAL - BROWN DEER PART V, SECTION B, LINE 11: THE ADVISORY COMMITTEE MADE THE DECISION TO ADDRESS THE FOLLOWING PRIORITIES AS IDENTIFIED BY THE LATEST CHNA:1) IMPROVE ACCESS TO APPROPRIATE LEVELS OF CARE FOR INDIVIDUALS BY PROVIDING GREATER ACCESS TO PROGRAMS (CURRENT, EXPANDED, AND NEW) AND TO ALL LEVELS OF CARE WILL INCREASE THE POTENTIAL FOR IMPROVED OUTCOMES AND RECOVERY FOR MORE INDIVIDUALS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -IMPROVING EFFICIENCY OF ADMISSIONS PROCESS-ENHANCING TELEHEALTH SERVICES BY CREATING A STAND-ALONE TELEHEALTH SERVICE DEPARTMENT AND BY ADDING OR EXPANDING TELEHEALTH OPTIONS-PROVIDING FREE TREATMENT TO THOSE IN NEED BY GROWING THE CHARITABLE GIVING FUND AND THROUGH THE SUPPORT OF ROGERS BEHAVIORAL HEALTH FOUNDATION'S PATIENT CARE GRANTS-INCREASING SPECIALIZED RESIDENTIAL PROGRAMS FOR MENTAL HEALTH AND ADDICTION CARE, AS WELL AS DUAL DIAGNOSIS AT ROGERS IN BROWN DEER; EXPANDING PROGRAMS IN UNDERSERVED AREAS-EXPANDING CHILDREN'S BEHAVIORAL HEALTH SERVICES IN COLLABORATION WITH PROVIDERS SUCH AS CHILDREN'S WISCONSIN-IMPLEMENTING TRAUMA-INFORMED CARE TRAINING INITIATIVES2) EMPOWER COMMUNITIES, ORGANIZATIONS, AND INDIVIDUALS THROUGH MENTAL HEALTH EDUCATION AND STIGMA REDUCTION BY PROVIDING ADDITIONAL RESOURCES IN WHICH TO PROVIDE MENTAL HEALTH EDUCATION AND STIGMA REDUCTION PROGRAMMING WITHIN THEIR COMMUNITIES, INCREASING EDUCATIONAL OPPORTUNITIES ABOUT MENTAL HEALTH CHALLENGES TO SUPPORT INDIVIDUALS AND FAMILIES, AND EXPANDING ACCESS TO TOOLS AND SUPPORT FOR REDUCING SELF-STIGMA, PUBLIC STIGMA, AND COMPASSION FATIGUE WITHIN PROFESSIONAL SECTORS.IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -PROVIDING CONSULTATION AND FACILITATIVE LEADERSHIP TO WISE COALITION PARTNERS-PROVIDING TRAINING AND COACHING TO SUPPORT COMMUNITY ORGANIZATIONS IN THEIR EFFORTS TO INCREASE THE DISTRIBUTION AND USE OF STIGMA REDUCTION PROGRAMMING-INCREASING REACH OF ADVERTISING AND AWARENESS CAMPAIGNS-GROWING ONLINE RESOURCES ON ROGERSBH.ORG-USING SOCIAL MEDIA TO DIRECT INDIVIDUALS TO ONLINE EDUCATION MATERIALS-CONTINUING EFFORTS TO UTILIZE THE LADISH CENTER FOR COMMUNITY EVENTS AND CONFERENCESIN ADDITION TO IT SERVING AS A SPACE OF HOPE AND HEALING WHERE PATIENTS, FAMILIES, PARTNERS, EMPLOYEES, AND VOLUNTEERS FEEL A SENSE OF BELONGING, RESPECT, DIGNITY, AND SUPPORT-ENHANCING COMPASSION RESILIENCE, UP TO ME, AND SAFE PERSON PROGRAMMING-IMPROVING AVAILABILITY OF THIS PROGRAMMING THROUGH ONLINE AND VIRTUAL PLATFORMS WITHIN SETTINGS SUCH AS SCHOOLS, LIBRARIES, FIRST RESPONDER LOCATIONS, ETC.3) ADVANCE WORKFORCE DEVELOPMENT INITIATIVES BY IMPROVING STAFF WELL-BEING, ENHANCING TRAINING AND RECRUITMENT EFFORTS FOR MENTAL HEALTH PROFESSIONALS, AND MEETING NEEDS OF DIVERSE EMPLOYEE POPULATIONS. IT INTENDS TO DO THIS BY IMPLEMENTING THE FOLLOWING STRATEGIES: -CONTINUE TO PROVIDE COMPASSION RESILIENCE AND OTHER WELL-BEING TRAINING OPPORTUNITIES FOR EMPLOYEES-HOST EMPLOYEE MEETINGS AND EVENTS WITHIN THE HEALING ENVIRONMENT OF THE LADISH CENTER-SUPPORT THE DEVELOPMENT AND ONGOING WORK OF THE MEDICAL STAFF AND THERAPISTS' WELLBEING TASKFORCES-ENHANCE AWARENESS OF FREE MENTAL HEALTH SERVICES AVAILABLE TO EMPLOYEES AND THEIR FAMILIES THROUGH LYRA HEALTH-PARTICIPATE IN THE MHA BELL SEAL CERTIFICATION PROGRAM AND RESOURCES-CONTINUE TO PROVIDE EQUITY, DIVERSITY, AND INCLUSION (EDI) MONTHLY CULTURAL CELEBRATION OPPORTUNITIES-INCREASE INVOLVEMENT IN EMPLOYEE RESOURCE GROUPS-IMPROVE PROVIDER COMPETENCE AND CONFIDENCE IN PROVIDING RESPONSIVE AND AFFIRMING CARE FOR BIPOC AND LGBTQIA+ PATIENTS THROUGH PROVIDER-LED WORKGROUPS THAT ANALYZE THE NEEDS FOR THESE POPULATIONS AND MATCH LEARNING OPPORTUNITIES FOR OUR PROVIDERS-COLLABORATE WITH LOCAL COLLEGES TO INCREASE THE NUMBER OF NURSE PRACTITIONERS IN BEHAVIORAL HEALTH THROUGH ROGERS PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER PROGRAM-OFFER ROGERS EMPLOYEES SCHOLARSHIP OPPORTUNITIES TO HELP ADVANCE THEIR CAREERS IN THE BEHAVIORAL HEALTH FIELD THROUGH PARTNERSHIPS/SCHOLARSHIPS WITH INSTITUTIONS INCLUDING CONCORDIA UNIVERSITY, CARROLL UNIVERSITY, MILWAUKEE SCHOOL OF ENGINEERING (MSOE), AND UNIVERSITY OF WISCONSIN-MILWAUKEE-ATTEND SCHOOL CAREER FAIRS-HOLD JOB FAIRS WITHIN THE LADISH CENTER-EQUITY, DIVERSITY, AND INCLUSION AND HR DEPARTMENTS AT ROGERS COLLABORATE TO INCREASE THE DIVERSITY OF ITS CARE PROVIDERS ROGERS MEMORIAL HOSPITAL - OCONOMOWOC PART V, SECTION B, LINE 16J: NOTIFIED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS. ROGERS MEMORIAL HOSPITAL - WEST ALLIS PART V, SECTION B, LINE 16J: NOTIFIED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS. ROGERS MEMORIAL HOSPITAL - BROWN DEER PART V, SECTION B, LINE 16J: NOTIFED INDIVIDUALS THROUGH COMMUNICATIONS REGARDING THEIR BILLS. PART V, SECTION B, LINE 16A-16 - WEBSITE LINKS FAP:HTTPS://ROGERSBH.ORG/WHAT-EXPECT/FINANCING-YOUR-CARE/FINANCIAL-ASSISTANCE-PROGRAMFAP APPLICATION FORM:HTTPS://ROGERSBH.ORG/APPLICATION/FILES/2615/8169/6988/FINANCIAL_ASSISTANCE_APPLICATION_02072020.PDFPLAN LANGUAGE SUMMARY:HTTPS://ROGERSBH.ORG/WHAT-EXPECT/FINANCING-YOUR-CARE/FINANCIAL-ASSISTANCE-PROGRAM 18 1 - ROGERS BEHAVIORAL HEALTH - SKOKIE 4711 GOLF ROAD SUITE 600 SKOKIE IL 60076 CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, AND MOOD DISORDERS 2 - ROGERS BEHAVIORAL HEALTH - MINNEAPOLIS 6442 CITY WEST PARKWAY SUITE 200 EDEN PRAIRIE MN 55344 CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS 3 - ROGERS BEHAVIORAL HEALTH - ATLANTA 50 GLENLAKE PARKWAY NORTHEAST SUITE 200 SANDY SPRINGS GA 30328 CENTER FOR OCD, ANXIETY, DEPRESSION, MOOD DISORDERS, MENTAL HEALTH, AND DEPR 4 - ROGERS BEHAVIORAL HEALTH - HINSDALE 907 NORTH ELM STREET SUITE 300 HINSDALE IL 60521 CENTER FOR MOOD DISORDERS, OCD, ANXIETY, PTSD, MENTAL HEALTH 5 - ROGERS BEHAVIORAL HEALTH - APPLETON 4531 W COLLEGE AVE 300 APPLETON WI 54914 CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS 6 - ROGERS BEHAVIORAL HEALTH - PHILADELPHIA 1 WINDING DRIVE SUITE 106 PHILADELPHIA PA 19131 CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, PTSD, AND MOOD DISORDERS 7 - ROGERS BEHAVIORAL HEALTH - NASHVILLE 4230 HARDING ROAD SUITE 707 NASHVILLE TN 37205 CENTER FOR OCD, ANXIETY AND EATING DISORDERS 8 - ROGERS BEHAVIORAL HEALTH - ST PAUL 576 BEILENBERG DRIVE SUITE 180 WOODBURY MN 55125 CENTER FOR OCD, ANXIETY, DEPRESSION RECOVERY, MENTAL HEALTH 9 - ROGERS BEHAVIORAL HEALTH - TAMPA 2002 N LOIS AVE SUITE 400 TAMPA FL 33607 CENTER FOR OCD, ANXIETY, EATING, DEPRESSION, AND MOOD DISORDERS 10 - ROGERS MEMORIAL HOSPITAL - MADISON 406 SCIENCE DRIVE SUITE 110 MADISON WI 53711 CENTER FOR EATING AND ANXIETY DISORDERS, AND COGNITIVE-BEHAVIORAL THERAPY 11 - ROGERS MEMORIAL HOSPITAL - KENOSHA 9916 75TH STREET KENOSHA WI 53142 TREATMENT CENTER FOR CHILDREN AND ADOLESCENTS 12 - ROGERS BEHAVIORAL HEALTH - SAN FRANCISCO 420 N WIGET LANE BUILDING 2 WALNUT CREEK CA 94598 CENTER FOR OCD, ANXIETY AND MOOD DISORDERS 13 - ROGERS BEHAVIORAL HEALTH - SAN DIEGO 17140 BERNARDO CENTER DRIVE SAN DIEGO CA 92128 CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY 14 - ROGERS BEHAVIORAL HEALTH - MIAMI 5805 BLUE LAGOON DRIVE SUITE 440 MIAMI FL 33126 CENTER FOR OCD, ANXIETY, DEPRESSION, MOOD DISORDERS, MENTAL HEALTH 15 - ROGERS BEHAVIORAL HEALTH - LOS ANGELES 5140 WEST GOLDLEAF CIRCLE SUITE 250 LOS ANGELES CA 90056 CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY 16 - ROGERS BEHAVIORAL HEALTH - SHEBOYGAN 1108 S WILDWOOD AVE SHEBOYGAN WI 53081 CENTER FOR OCD & ANXIETY, MENTAL HEALTH & ADDICTION RECOVERY, MENTAL HEALTH 17 - ROGERS BEHAVIORAL HEALTH - SEATTLE 1215 114TH AVENUE SE BELLEVUE WA 98004 CENTER FOR OCD, ANXIETY, AND DEPRESSION RECOVERY 18 - ROGERS BEHAVIORAL HEALTH - DENVER 10333 E DRY CREEK RD SUITE 350 ENGLEWOOD CO 80112 CENTER FOR OCD & ANXIETY, AND DEPRESSION RECOVERY PART I, LINE 6A: COMMUNITY BENEFIT WISCONSIN STATE ASSOCIATION SURVEY PART I, LINE 7: LINES A - E: CONSISTENT WITH THE MISSION OF THE HOSPITAL, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, INCLUDING PROVIDING SERVICES TO THOSE PERSONS WHO ARE UNINSURED AND WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES. THE HOSPITAL PROVIDES DISCOUNTS FROM ESTABLISHED CHARGES TO SELF-PAY PATIENTS WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY AND CONSIDERS THESE DISCOUNTS A PART OF THEIR COMMUNITY BENEFIT. PATIENTS WHO MEET CERTAIN CRITERIA FOR COMMUNITY CARE, GENERALLY BASED ON FEDERAL POVERTY GUIDELINES, ARE PROVIDED CARE WITHOUT CHARGE OR AT A REDUCED RATE, DETERMINED BASED ON QUALIFYING CRITERIA AS DEFINED IN THE HOSPITAL'S COMMUNITY CARE POLICY AND FROM APPLICATIONS COMPLETED BY PATIENTS AND THEIR FAMILIES.LINES E AND I: THESE ARE COSTS DEVELOPED BASED ON THE ESTIMATED TIME AND RESOURCES UTILIZED IN PROVIDING THESE COMMUNITY BENEFITS. PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $2,586,018. PART III, LINE 2: BAD DEBT EXPENSE IS OBTAINED THROUGH OUR INTERNAL COSTING SYSTEM, REVIEWED AND VALIDATED BY OUR REVENUE CYCLE TEAM AND MEASURED AGAINST A ROLLING CLOSED CLAIMS ANALYSIS. PART III, LINE 4: FROM THE ATTACHED AUDITED FINANCIAL STATEMENTS, PAGE 14 PATIENT SERVICE REVENUE: GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE HOSPITAL ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT, EITHER BY POLICY OR LAW, FROM STANDARD CHARGES. THE HOSPITAL ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATION OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE.SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE A RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE FOR THESE ADVERSE CHANGES FOR THE YEARS ENDED JULY 31, 2022 AND 2021 WAS NOT SIGNIFICANT.SETTLEMENTS WITH THIRD-PARTY PAYORS FOR RETROACTIVE ADJUSTMENTS DUE TO AUDITS, REVIEWS OR INVESTIGATIONS ARE CONSIDERED VARIABLE CONSIDERATION AND ARE INCLUDED IN THE DETERMINATION OF THE ESTIMATED TRANSACTION PRICE FOR PROVIDING PATIENT CARE. THESE SETTLEMENTS ARE ESTIMATED BASED ON THE TERMS OF THE PAYMENT AGREEMENT WITH THE PAYOR, CORRESPONDENCE FROM THE PAYOR, AND THE HOSPITAL'S HISTORICAL SETTLEMENT ACTIVITY, INCLUDING AN ASSESSMENT TO ENSURE THAT IT IS PROBABLE THAT A SIGNIFICANT REVERSAL IN THE AMOUNT OF CUMULATIVE REVENUE RECOGNIZED WILL NOT OCCUR WHEN THE UNCERTAINTY ASSOCIATED WITH THE RETROACTIVE ADJUSTMENT IS SUBSEQUENTLY RESOLVED. PART III, LINE 8: DATA REPORTED AS MEDICARE ALLOWABLE COSTS WERE TAKEN DIRECTLY FROM THE MEDICARE COST REPORT. THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT AS A HOSPITAL THAT SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS (INCLUDING MEDICARE) INDICATES THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY AND THEREFORE IMPLIES THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. PART III, LINE 9B: ROGERS MEMORIAL HOSPITAL RECOGNIZES THE NEED FOR THE MEDICALLY INDIGENT TO RECEIVE NECESSARY SERVICES. PATIENT CARE IS NOT AFFECTED BY HIS/HER INABILITY TO PAY REGARDLESS OF FINANCIAL STATUS, RACE, COLOR, CREED, SEXUAL ORIENTATION, HANDICAP, SEX OR NATIONAL ORIGIN. SERVICES ARE RENDERED IN A CARING, RESPECTFUL AND CONCERNED MANNER. TO ENSURE THAT THE PHILOSOPHY OF THE HOSPITAL IS UPHELD, A CONSISTENT METHOD OF DETERMINING ELIGIBILITY FOR COMMUNITY CARE HAS BEEN DEVELOPED. IT IS THE POLICY OF ROGERS MEMORIAL HOSPITAL TO WRITE OFF ACCOUNTS THAT QUALIFY FOR CHARITY CARE, THUS THERE ARE NO COLLECTION EFFORTS RELATED TO THOSE THAT QUALIFY FOR CHARITY CARE. COMMUNITY CARE IS NOT TO BE USED AS A SUBSTITUTE FOR BAD DEBT. ONLY THOSE PATIENTS WHO MEET THE CRITERIA ARE ELIGIBLE FOR COMMUNITY CARE RELIEF. THOSE PATIENTS WHO DO NOT MEET THE CRITERIA AND REFUSE TO COOPERATE WITH COLLECTION EFFORTS WILL BE PURSUED TO THE EXTENT DEEMED NECESSARY BY MANAGEMENT FOR COLLECTION AND IF STILL UNCOLLECTIBLE, WILL BE WRITTEN OFF TO BAD DEBT. PART VI, LINE 2: WE COLLABORATE WITH OTHER PROVIDERS THROUGH PARTNERSHIPS AND CONSULTING RELATIONSHIPS WITH THE MEDICAL COLLEGE OF WISCONSIN, CHILDREN'S HOSPITAL OF WISCONSIN, FROEDTERT HEALTH, COMMUNITY MEMORIAL HOSPITAL AND COLUMBIA ST. MARY'S, IN ORDER TO BRING QUALITY BEHAVIORAL HEALTH SERVICES TO WISCONSIN RESIDENTS. PART VI, LINE 3: PRIOR TO RECEIVING SERVICES, THERE ARE A NUMBER OF WAYS A PATIENT CAN BE IDENTIFIED AND EVALUATED FOR FINANCIAL ASSISTANCE PRIOR TO, DURING, OR FOLLOWING CARE. THE FOLLOWING IS A NON-EXHAUSTIVE LIST OF EXAMPLES FOR IDENTIFICATION PRIOR TO RECEIVING SERVICES: PATIENTS OR THEIR REPRESENTATIVES MAY REQUEST FINANCIAL ASSISTANCE, ROGERS' EMPLOYEES MAY REFER PATIENTS TO A FINANCIAL COUNSELOR OR PATIENT FINANCIAL SERVICES REPRESENTATIVE, FINANCIAL COUNSELORS AND/OR PFS STAFF MAY IDENTIFY FINANCIAL NEED THROUGH CONVERSATIONS WITH PATIENTS REGARDING BILLING AND PAYMENT OPTIONS, REFERRING PHYSICIANS MAY REFER PATIENTS, COLLECTION AGENCIES OR ATTORNEYS MAY REFER PATIENTS BACK TO ROGERS, LOCAL GOVERNMENTS AGENCIES MAY REFER PATIENTS. PART VI, LINE 4: ROGERS MEMORIAL HOSPITAL OPERATES FACILITIES IN THE WISCONSIN COMMUNITIES OF OCONOMOWOC, WEST ALLIS, BROWN DEER, KENOSHA, DELAFIELD, MADISON, AND APPLETON TO PROVIDE INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH AND PSYCHIATRIC SERVICES TO PATIENTS PRIMARILY FROM THE MIDWEST. THE HOSPITAL PROVIDES SERVICES RELATING TO RECOVERY FROM ADDICTIONS, ABUSE, DISRUPTIVE BEHAVIOR, EATING AND OBSESSIVE COMPULSIVE DISORDERS; GENERAL PSYCHIATRY FOR ADULTS, ADOLESCENTS, AND CHILDREN; AND ADOLESCENT EXTENDED CARE.ROGERS SERVES A DIVERSE COMMUNITY, OPERATING IN 18 CITIES AND 9 DIFFERENT STATES ACROSS THE UNITED STATES. WITH OVER 25,701 ADMITS IN FY2022, APPROXIMATELY 68% WERE PATIENTS FROM WISCONSIN WHILE 32% WERE SOURCED FROM OTHER STATES. PATIENTS FROM SOUTHEAST WISCONSIN (MILWAUKEE, WAUKESHA, OZAUKEE, RACINE, SHEBOYGAN, AND WASHINGTON COUNTIES) MADE UP ABOUT 36% OF ALL PATIENT ADMITS. ROGERS CONTINUES TO SERVE PATIENTS IN THIS PRIMARY SERVICE AREA WHILE REACHING MORE PATIENTS NATIONWIDE. PART VI, LINE 5: SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ON PART III OF FORM 990. 1 ROGERS MEMORIAL HOSPITAL FOUNDATION INC 34700 VALLEY RD OCONOMOWOC WI 53066 391363507 501(C)(3) 3800000 1239427 COST IN-KIND SERVICES PARTNERSHIP AND SUPPORT MENTAL HEALTH EMERGENCY CENTER INC 750 W VIRGINIA ST PO BOX 341880 MILWAUKEE WI 53234 870838415 501(C)(3) 250000 0 PARTNERSHIP AND SUPPORT INTERNATIONAL OCD FOUNDATION 500 MONTGOMERY STREET SUITE 820 ALEXANDRIA VA 22314 222894564 501(C)(3) 39500 0 PARTNERSHIP AND SUPPORT MENTAL HEALTH AMERICA INC 2020 ERIE AVENUE SHEBOYGAN WI 53081 131614906 501(C)(3) 25000 0 PARTNERSHIP AND SUPPORT ADAA PO BOX 961029 BOSTON MA 02196 521248820 501(C)(3) 25000 0 PARTNERSHIP AND SUPPORT UNITED WAY OF SHEBOYGAN COUNTY INC 8701 GEORGIA AVE STE 412 SILVER SPRING MD 20910 390808471 501(C)(3) 20000 0 PARTNERSHIP AND SUPPORT WISHOPE INC 2838 N WEIL ST MILWAUKEE WI 53212 833544716 501(C)(3) 18000 0 PARTNERSHIP AND SUPPORT 4TH DIMENSION SOBRIETY 223 WISCONSIN AVE STE A WAUKESHA WI 53186 813193223 501(C)(3) 13000 0 PARTNERSHIP AND SUPPORT UNITED WAY PO BOX 961029 BOSTON MA 02196 390886376 501(C)(3) 10000 0 PARTNERSHIP AND SUPPORT ALLIANCE FOR EATING DISORDER 1649 FORUM PLACE 2 WEST PALM BEACH FL 33401 651080905 501(C)(3) 10000 0 PARTNERSHIP AND SUPPORT WISCONSIN ASSOCIATION OF SOBER HOUSING 223 WISCONSIN AVE WAUKESHA WI 53186 832081206 501(C)(3) 10000 0 PARTNERSHIP AND SUPPORT MILWAUKEE FILM INC 1037 W MCKINLEY AVE SUITE 200 MILWAUKEE WI 53205 263049630 501(C)(3) 10000 0 PARTNERSHIP AND SUPPORT THE VOICES PROJECT INC 535 KRUMREY STREET LAS VEGAS NV 89149 830895051 501(C)(3) 10000 0 PARTNERSHIP AND SUPPORT NTL ASSOC OF ANOREXIA NERVOSA & ASSOC DISORDERS 750 E DIEHL SUITE 127 NAPERVILLE IL 60563 362938021 501(C)(3) 9000 0 PARTNERSHIP AND SUPPORT FRIENDS OF PBS WISCONSIN INC 821 UNIVERSITY AVENUE MADISON WI 53706 237300462 501(C)(3) 7500 0 PARTNERSHIP AND SUPPORT YOUR CHOICE-LIVE INC 138 NORTH AVENUE HARTLAND WI 53029 270842065 501(C)(3) 7500 0 PARTNERSHIP AND SUPPORT MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC 700 W STATE ST S214 MILWAUKEE WI 53233 391341603 501(C)(3) 5775 0 PARTNERSHIP AND SUPPORT EXCHANGE EVENTS INC DBA GLOBAL EXCHANGE EXHIBIT PO BOX 607 KENT CT 06757 872209004 501(C)(3) 5500 0 PARTNERSHIP AND SUPPORT GERMAN CHRISTMAS MARKET OF OCON INC PO BOX 164 OCONOMOWOC WI 53066 452774712 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT MULTI-SERVICE EATING DISORDERS ASSOCIATION 1320 CENTER STREET SUITE 101 NEWTON MA 02459 043224394 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT THE CHARLES E KUBLY FOUNDATION PO BOX 170284 MILWAUKEE WI 53217 200375310 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT MILWAUKEE PRIDE INC PO BOX 1444 MILWAUKEE WI 53201 383901627 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT NAMI SOUTHEAST WISCONSIN INC 217 WISCONSIN AVE STE 300 WAUKESHA WI 53186 391485627 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT PLYMOUTH ADVANCEMENT ASSOCIATION INC 535 KRUMREY STREET PLYMOUTH WI 53073 391778702 501(C)(3) 5000 0 PARTNERSHIP AND SUPPORT 25 0 PART I, LINE 2: AS GRANTS ARE MADE PRIMARILY TO ROGERS MEMORIAL HOSPITAL FOUNDATION, MONITORING OF THESE TRANSACTIONS ARE PERFORMED BY OFFICERS OF THE HOSPITAL WITH OVERSIGHT BY THE BOARD. FOR ASSISTANCE PROVIDED TO NON-ROGERS' AFFILIATES, THE GRANTEE ORGANIZATIONS GENERALLY PROVIDE AN ACKNOWLEDGEMENT LETTER INDICATING HOW THE FUNDS WERE USED FOR THEIR INTENDED PURPOSE. X 0 0 X X X X X 1 1 0 0 0 0 0 0 0 PATRICK HAMMER CEO - RBHS/ BOARD MEMBER 0 844064 0 216351 0 780473 0 225009 0 30448 0 2096345 0 471500 PAUL MUELLER FORMER OFFICER - TERM 08/2021 439682 0 323431 0 171859 0 11600 0 18073 0 964645 0 0 0 BRAD SMITH MEDICAL DIRECTOR 620381 0 102276 0 7318 0 11600 0 31702 0 773277 0 0 0 KHAZI MUQEET MEDICAL DIRECTOR 681073 0 42300 0 449 0 11600 0 3219 0 738641 0 0 0 BRADLEY RIEMANN CHIEF CLINICAL OFF./BOARD MEMBER 438030 0 197315 0 1341 0 11600 0 49135 0 697421 0 0 0 MOHAMMED IQBAL MEDICAL DIRECTOR 622649 0 15000 0 720 0 6905 0 40254 0 685528 0 0 0 AMAN MAHAJAN PSYCHIATRIST 591894 0 27500 0 15449 0 10233 0 38797 0 683873 0 0 0 CHRISTOPHER TAKALA MEDICAL DIRECTOR 600529 0 10090 0 342 0 11600 0 38797 0 661358 0 0 0 JERRY HALVERSON CHIEF MEDICAL OFF./BOARD MEMBER 393530 0 160725 0 20001 0 11600 0 36047 0 621903 0 0 0 ARNOLD STUEBER FORMER CFO - TERM 06/2021 0 180952 0 111189 0 137753 0 10116 0 19557 0 459567 0 0 STEPHANIE EKEN ASSISTANT CMO 331958 0 42315 0 501 0 11205 0 38667 0 424646 0 0 0 SCOTT JOHNSON COO 250537 0 97773 0 5574 0 11600 0 45997 0 411481 0 0 0 MAEVE O'NEIL CRO - TERM 05/2022 174342 0 38506 0 720 0 6818 0 31702 0 252088 0 0 0 BRIAN KAY CHIEF OF STAFF 179510 0 38945 0 291 0 5328 0 11420 0 235494 0 0 0 TERRI COHN CNO 172543 0 24335 0 1341 0 7981 0 23519 0 229719 0 0 0 PART I, LINE 1A HEALTH AND SOCIAL MEMBERSHIPS FOR CERTAIN OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED INDIVIDUALS ARE INCLUDED IN TAXABLE COMPENSATION AS THESE FEES ARE PAID BY ROGERS MEMORIAL HOSPITAL. $3,958 PAT HAMMER $4,639 JOHN BOYD PART I, LINES 4A-B SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. ROGERS MEMORIAL HOSPITAL, INC. PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ELIGIBLE EMPLOYEES. DURING FY2022, PATRICK HAMMER AND SCOTT JOHNSON PARTICIPATED IN THIS PLAN. PATRICK HAMMER WAS PAID AN AMOUNT OF $726,206 DURING 2021. NO OTHER INDIVIDUALS WERE PAID DURING THE CALENDAR YEAR. A WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2014 A & B 391337855 97712DEV4 2014-08-15 55065129 BUILDING IMPROVEMENTS TO VARIOUS SITES 0 0 0 B WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2019 A&B 391337855 97712D2C9 2019-08-28 46574029 BUILDING IMPROVEMENTS TO VARIOUS SITES 0 0 0 A 14110000 55082968 757709 21301703 33023556 2016 1 1 1 1 B 3000000 46800648 214561 34836164 6686259 5072858 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH & EDUCATION FACILITIES AUTHORITY SERIES 2014 DATE THE REBATE COMPUTATION WAS PERFORMED: 10/31/2019 FORM 990, SCHEDULE K, PART 2, LINE 3, COLUMN (A) THE TOTAL PROCEEDS OF ISSUE AND THE ISSUE PRICE DIFFER DUE TO THE INCLUSION OF INTEREST EARNED IN THE TOTAL PROCEEDS OF ISSUE. FORM 990, SCHEDULE K, PART 2, LINE 3, COLUMN (B) THE TOTAL PROCEEDS OF ISSUE AND THE ISSUE PRICE DIFFER DUE TO THE INCLUSION OF INTEREST EARNED IN THE TOTAL PROCEEDS OF ISSUE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. IN THE EVENT OF EMERGENCY BUSINESS WHICH REQUIRES PROMPT ATTENTION, THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO MEET AS NECESSARY BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND IS DELEGATED FULL AUTHORITY OF THE BOARD OF DIRECTORS TO APPOINT AND DENY APPOINTMENT TO THE MEDICAL STAFF (DEFINED BELOW) AND FOR ALL OTHER PURPOSES EXCEPT AS MAY BE LIMITED BY THESE BYLAWS OR BY RESOLUTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 ROGERS BEHAVIORAL HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A PER THE BY-LAWS, ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS SHALL BE DETERMINED BY THE SOLE CORPORATE MEMBER FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ROGERS BEHAVIORAL HEALTH SYSTEM: 1) SELLING OF DISPOSING OF A MATERIAL PART OF THE CORPORATION'S ASSETS, 2) LENDING OR BORROWING MONEY OTHER THAN PURSUANT TO AN APPROVED LINE OF CREDIT, 3) GRANTING A MORTGAGE OR SUBJECTING TO ANOTHER SECURITY INTEREST IN ANY MATERIAL PORTION OF THE CORPORATION'S ASSETS, 4) ENTERING INTO CONTRACTS OR AGREEMENTS WITH PERSONS WHICH, INDIVIDUALLY, OR AS TO THE SAME PARTY, IN AGGREGATE CALL FOR THE PAYMENT BY THE CORPORATION OF AMOUNTS WHICH ARE GREATER THAN SUCH AMOUNTS WHICH ARE APPROVED BY RESOLUTION OF THE MEMBER FROM TIME TO TIME. THE MEMBER MAY ESTABLISH LIMITATIONS OF DIFFERING SIZES FOR DIFFERENT TYPES OF EXPENDITURES AND AREAS TO WHICH THESE LIMITS ARE NOT APPLICABLE,5) UNDERTAKING MAJOR CENTRAL IMPROVEMENTS TO OR OTHERWISE REHABILITATING THE CORPORATION'S PROPERTIES, 6) CONFESSING A JUDGEMENT AGAINST THE CORPORATION, 7) MAKING ANY CHANGES OR AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO COMPLETES A DETAILED REVIEW OF THE 990 PRIOR TO MAKING THE 990 AVAILABLE TO THE BOARD MEMBERS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS THROUGH THE BOARD'S WEBSITE SO THEY CAN REVIEW AND COMMENT ON IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ROGERS MEMORIAL HOSPITAL'S DIRECTORS AND OFFICERS SHALL, SHOULD A CONFLICT OF INTEREST ARISE AT ANY TIME, PROMPTLY DISCLOSE SUCH CONFLICT IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTOR'S; AND IN MATTERS WHERE A MEMBER HAS A CONFLICT THAT REQUIRES A VOTE, ABSTAIN. ANNUALLY, THE CONFLICT OF INTEREST FORM WILL BE SUBMITTED TO THE CHAIRMAN OF THE BOARD. IN ADDITION, EACH ADMINISTRATIVE STAFF MEMBER, MEDICAL STAFF OFFICER, MEDICAL/ADMINISTRATIVE AGENT, AND EMPLOYEE INVOLVED IN PURCHASING SUPPLIES AND EQUIPMENT FOR THE HOSPITAL SHALL HAVE A CONFLICT OF INTEREST STATEMENT ON FILE IN THE PRESIDENT'S OFFICE AND THOSE STATEMENTS SHALL BE UPDATED ANNUALLY AND WHENEVER THERE IS A NEED FOR ADDITIONS AND DELETIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY INDUSTRY ANALYSIS AND IS SUPPORTED BY AN ANALYSIS BY AN EXTERNAL CONSULTANT. APPROVAL OF THE RESULTS IS BY THOSE BOARD MEMBERS WITHOUT CONFLICT OF INTEREST AND THE APPROVAL IS DOCUMENTED. OTHER KEY OFFICERS' COMPENSATION IS DETERMINED BY INDUSTRY ANALYSIS SIMILAR TO THE PROCESS USED TO DETERMINE THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ROGERS MEMORIAL HOSPITAL DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AS THEY ARE ATTACHED TO THE FILED IRS FORM 990 AND SUBSEQUENTLY PUBLISHED ONLINE BY THE IRS. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS ROGERS MEMORIAL HOSPITAL FOUNDATION 1,722,856. GAIN ON INTEREST RATE SWAP 1,274,677. PARTNERS IN BEHAVIORAL HEALTH 34700 VALLEY ROAD OCONOMOWOC WI 53066 391832142 TO ASSIST IN PROVIDING BEHAVIORAL HEALTH SERVICES. DISSOLVED 09/2021 WI 12852 0 ROGERS MEMORIAL HOSPITAL ROGERS BEHAVIORAL HEALTH MANAGEMENT LLC 34700 VALLEY ROAD OCONOMOWOC WI 53066 853690429 MANAGEMENT SERVICES WI 18730156 18730156 ROGERS MEMORIAL HOSPITAL ROGERS BEHAVIORAL HEALTH - SHEBOYGAN LLC 34700 VALLEY ROAD OCONOMOWOC WI 53066 863243766 OPERATE AN OUTPATIENT CLINIC WI 54815 48400 ROGERS MEMORIAL HOSPITAL ROGERS BEHAVIORAL HEALTH SYSTEM INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 263902724 TO ASSIST ITS SUBSIDIARIES IN PROVIDING BEHAVIORAL HEALTH SERVICES WI 501(C)(3) LINE 12B, II N/A 0 ROGERS MEMORIAL HOSPITAL FOUNDATION INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 391363507 TO SUPPORT ALL ENTITIES OF ROGER'S BEHAVIORAL HEALTH SYSTEM, INC. WI 501(C)(3) LINE 7 ROGERS BEHAVIORAL HEALTH SYSTEM INC 0 ROGERS BEHAVIORAL HEALTH - GEORGIA INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 844421252 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT GA 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 1 ROGERS BEHAVIORAL HEALTH - WASHINGTON INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 852221921 PROVIDE SUBSTANCE ABUSE AND MENTAL HEALTH CLINICS WA 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 1 ROGERS BEHAVIORAL HEALTH - COLORADO INC 34700 VALLEY ROAD OCONOMOWOC WI 53066 873488063 PROVIDE MENTAL HEALTH AND ADDICTION TREATMENT CO 501(C)(3) LINE 10 ROGERS MEMORIAL HOSPITAL INC 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0