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ST CHARLES HEALTH SYSTEM INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ST CHARLES HEALTH SYSTEM INC (EIN 93-0602940)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349311658
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T16:14:46-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930602940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Charles Health System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTCHBusinessNameControlTxt
Phone5417067707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 NE Neff RdAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSwafford MatthewPersonNm
Person TitleSENIOR VP/CFOPersonTitleTxt
Signature2023-11-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastSWAFFORDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSluka JosephPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 NE Neff RdAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,710,059,417GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.stcharleshealthcare.org/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionMission: In a spirit of love and compassion, better health, better care, better value. Vision: Creating America's healthiest community, together.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee5459TotalEmployeeCnt
Total Volunteers578TotalVolunteersCnt
Total Gross UBI$8,849,704TotalGrossUBIAmt
PY Contributions Grants$2,409,554PYContributionsGrantsAmt
CY Contributions Grants$1,881,259CYContributionsGrantsAmt
PY Program Service Revenue$973,937,481PYProgramServiceRevenueAmt
CY Program Service Revenue$1,025,909,044CYProgramServiceRevenueAmt
PY Investment Income$12,931,650PYInvestmentIncomeAmt
CY Investment Income$59,533,284CYInvestmentIncomeAmt
PY Other Revenue$15,860,506PYOtherRevenueAmt
CY Other Revenue$11,817,541CYOtherRevenueAmt
PY Total Revenue$1,005,139,191PYTotalRevenueAmt
CY Total Revenue$1,099,141,128CYTotalRevenueAmt
PY Grants And Similar Paid$661,782PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$420,671CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$567,949,933PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$633,617,332CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$499,434CYTotalFundraisingExpenseAmt
PY Other Expenses$436,413,605PYOtherExpensesAmt
CY Other Expenses$439,355,295CYOtherExpensesAmt
PY Total Expenses$1,005,025,320PYTotalExpensesAmt
CY Total Expenses$1,073,393,298CYTotalExpensesAmt
PY Revenues Less Expenses$113,871PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,747,830CYRevenuesLessExpensesAmt
Total Assets BOY$1,474,240,242TotalAssetsBOYAmt
Total Assets EOY$1,282,243,802TotalAssetsEOYAmt
Total Liabilities BOY$612,639,784TotalLiabilitiesBOYAmt
Total Liabilities EOY$552,201,940TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$861,600,458NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$730,041,862NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo own, manage and operate hospitals in Central Oregon, as well as the care of sick, injured and infirm and the carrying on, participation in and sponsorship of health-related services and activities in the communities.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$573,075,317ExpenseAmt
Grant$420,671GrantAmt
Revenue$734,118,082RevenueAmt
DescSt Charles - Bend CampusSCMC'S BEND CAMPUS PROVIDED SERVICES FOR 17,030 INPATIENTS, 2,139 BIRTHS, 16,499 SURGICAL CASES, 46,478 EMERGENCY ROOM VISITS, AND 127,581 OTHER OUTPATIENT VISITS IN 2022. AS ONE OF THE PACIFIC NORTHWEST'S LEADING REGIONAL HEALTH CARE FACILITIES, ST. CHARLES BEND PROVIDES SERVICES TYPICALLY FOUND IN MARKETS MANY TIMES ITS SIZE. FOR 100 YEARS, ST. CHARLES BEND HAS TAKEN RESPONSIBILITY FOR THE HEALTH AND WELL-BEING OF GENERATIONS OF OREGONIANS, DEVELOPING INTO A LEVEL II REGIONAL TRAUMA CENTER WITH SPECIALIZED PARTNERSHIPS IN HEART, CANCER, ORTHOPEDICS AND NEUROSURGERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$105,779,985ExpenseAmt
Revenue$66,449,711RevenueAmt
DescST CHARLES CLINICSST CHARLES CLINICS INCLUDES A GROUP OF MEDICAL CLINICS OWNED AND OPERATED BY ST. CHARLES HEALTH SYSTEM. THESE CLINICS ARE LOCATED THROUGHOUT THE REGION AND PROVIDE OUTPATIENT SERVICES SUCH AS CANCER CARE, OB/GYN, PULMONARY CARE, SLEEP DISORDER RESOURCES, HEART SERVICES AND PRIMARY CARE. SCMG PROVIDED OVER 156,600 VISITS IN BEND CLINICS, 72,400 VISITS IN REDMOND CLINICS, 8,400 VISITS IN THE SISTERS CLINIC, 26,500 VISITS IN PRINEVILLE CLINICS, 12,800 IN THE MADRAS CLINICS AND 9,600 IN LA PINE CLINICS IN 2022. SCMG ALSO OPERATES THREE IMMEDIATE CARE CLINICS TO PROVIDE LOW-COST URGENT CARE SERVICES TO THE COMMUNITY; THE URGENT CARE CLINICS PROVIDED SERVICES FOR MORE THAN 48,000 PATIENT VISITS IN 2022.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$86,127,044ExpenseAmt
Revenue$87,542,962RevenueAmt
DescSt Charles - Redmond CampusSCMC'S REDMOND CAMPUS PROVIDED SERVICES FOR 2,166 INPATIENTS, 4,636 SURGICAL CASES, 23,131 EMERGENCY ROOM VISITS, AND 47,836 OTHER OUTPATIENT VISITS IN 2022. AT ST. CHARLES REDMOND, THE PATIENT EXPERIENCE REMAINS AT THE CENTER OF ALL WE DO AND EACH PATIENT IS EMPOWERED TO PLAY AN ACTIVE ROLE IN HIS OR HER OWN CARE AND HEALING. SURGERIES ARE PERFORMED IN FOUR OF OREGON'S NEWEST AND MOST ADVANCED SURGICAL SUITES. PATIENTS AND THEIR FAMILIES ENJOY THE COMFORT OF STATE-OF-THE-ART PATIENT ROOMS. EVERYONE RECEIVES THE LEVEL OF CARE THAT IS EXPECTED OF A LEADING REGIONAL HEALTH CARE FACILITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$102,082,044TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$140,623,610TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$867,064,390TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document302IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5459EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMATTHEW SWAFFORDPersonNm
Phone5417067707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 NE Neff RdAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Sluka Joseph
President50.001.00Yes (X)$1,125,745$0$130,957
Slater Matthew MD
Physician50.000.00$887,947$0$40,493
Absalon Jeffrey MD
CHIEF PHYSICIAN EXECUTIVE50.000.00$823,620$0$78,963
Dixon Jennifer MD
Physician50.000.00$849,783$0$40,390
Clover Todd MD
Physician50.000.00$790,666$0$48,087
Gulvin Joshua MD
Physician50.000.00$780,019$0$47,910
Martin William MD
Physician50.000.00$728,935$0$48,109
SIMMONS IMAN
SVP COO50.001.00$667,673$0$105,040
Swafford Matthew
Senior VP/CFO50.000.00Yes (X)$613,903$0$109,624
Binder Darren
Secretary50.001.00Yes (X)$570,666$0$95,327
Gordon Steve
President50.001.00Yes (X)$637,679$0$8,477
Adams Aaron
CEO Bend & Redmond50.000.00$607,455$0$21,159
HALLETT MARK
Chief Clinical Officer50.000.00$552,313$0$73,912
BRICKHOUSE JEREMIAH
SVP/CIO50.001.00$502,377$0$87,003
MARCHIANDO ROD
SVP IMPROVEMENT & STRATEGY20.0020.00$523,181$0$55,942
FREEMAN RICHARD
PRESIDENT SCMG50.000.00$553,033$0$13,836
BERRY REBECCA
VP HUMAN RESOURCES50.000.00$466,910$0$69,834
GUYN JIM MD
SVP POPULATION HEALTH50.001.00$441,731$0$76,904
CHING JOAN
VP CHIEF NURSING50.001.00$427,485$0$39,302
GOLDA DAVID
VP HOSPITAL ADMIN BEND/REDMOND50.000.00$267,877$0$41,876
ROBINSON DEBRA
CNO BEND50.000.00$260,497$0$38,882
SHIELDS TODD
VP HOSPITAL ADMIN PRINEVILLE/MADRAS50.000.00$233,341$0$39,645
OSTROM JULIE
SR DIRECTOR PERIOP & CARDIO50.000.00$221,105$0$39,507
POWELL MICHAEL
CHIEF PHARMACY OFFICER50.000.00$218,028$0$38,974
Orlikoff James
Chairman15.000.00Yes (X)$44,000$0$0Yes (X)
Schuette Dan
Director10.000.00$37,500$0$0Yes (X)
Handkins Shelly
Director5.000.00$27,500$0$0Yes (X)
Rhoads Ann
Director5.000.00$25,000$0$0Yes (X)
Schmid Corey
Director5.000.00$22,500$0$0Yes (X)
O'Brien Jenny
Director5.000.00$20,000$0$0Yes (X)
Terhes John MD
Director5.000.00$12,500$0$0Yes (X)
Bullock Jon
Director5.000.00$10,000$0$0Yes (X)
Jarvis Sam
Director5.000.00$10,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,960,969TotalReportableCompFromOrgAmt
Total Other Compensation$1,390,153TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1424IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CASCADE MEDICAL IMAGING LLC
1460 NE MEDICAL CENTER DRBENDOR97701IMAGING SERVICES$47,673,579
CENTRAL OREGON MRI LLC
PO BOX 6059BENDOR97708MRI SERVICES$6,140,565
MAYO COLLABORATIVE SERVICES INC
PO BOX 9146MINNEAPOLISMN55480LAB SERVICES$2,879,180
BEND ANESTHESIOLOGY GROUP
150 W CIVIC CENTER DR STE 200SANDYUT84070ANESTHESIOLOGY$2,625,770
OBHG OREGON PC
777 LOWNDES HILL RD BUILDING 1GREENVILLESC29607HOSPITALIST SERVICES$1,455,505
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K44CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$1,371,544RelatedOrganizationsAmt
Government Grants$489,114GovernmentGrantsAmt
All Other Contributions$20,601AllOtherContributionsAmt
Noncash Contributions$32,551NoncashContributionsAmt
Total Contributions$1,881,259TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ST CHARLES BEND CAMPUS900099$734,118,082$734,118,082
ST CHARLES CLINICS621110$66,449,711$66,449,711
ST CHARLES MADRAS CAH900099$56,567,280$56,567,280
ST CHARLES PRINEVILLE CAH900099$52,348,336$52,348,336
ST CHARLES REDMOND CAMPUS900099$87,542,962$87,542,962

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,882,673TotalRevenueColumnAmt
Related Or Exempt Func Income$28,882,673RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,025,909,044TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,177TotalRevenueColumnAmt
Exclusion$214,177ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$143,682RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,169RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$142,513RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,513TotalRevenueColumnAmt
Exclusion$142,513ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$668,204,479SecuritiesAmt
Other$1,824,200OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$609,205,572SecuritiesAmt
Other$1,504,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$58,998,907SecuritiesAmt
Other$320,200OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,319,107TotalRevenueColumnAmt
Exclusion$59,319,107ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$339,436GrossSalesOfInventoryAmt
Cost Of Goods Sold$207,548CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,888TotalRevenueColumnAmt
Related Or Exempt Func Income$131,888RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Healthcare JV Income900099$1,727,162$1,727,162
IT Support540000$8,849,704$8,849,704
Medical Records & Dues900099$265,799$265,799

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$700,475TotalRevenueColumnAmt
Related Or Exempt Func Income$700,475RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,543,140OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,099,141,128TotalRevenueColumnAmt
Related Or Exempt Func Income$1,028,734,368RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,849,704UnrelatedBusinessRevenueAmt
Exclusion$59,675,797ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$420,671TotalAmt
Program Services$420,671ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,088,785TotalAmt
Management And General$11,088,785ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$503,671,117TotalAmt
Program Services$423,982,243ProgramServicesAmt
Management And General$79,401,291ManagementAndGeneralAmt
Fundraising$287,583FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,067,909TotalAmt
Program Services$15,394,931ProgramServicesAmt
Management And General$2,659,322ManagementAndGeneralAmt
Fundraising$13,656FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$71,616,195TotalAmt
Program Services$51,582,989ProgramServicesAmt
Management And General$19,958,257ManagementAndGeneralAmt
Fundraising$74,949FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$29,173,326TotalAmt
Program Services$23,430,106ProgramServicesAmt
Management And General$5,723,962ManagementAndGeneralAmt
Fundraising$19,258FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,547,229TotalAmt
Program Services$294ProgramServicesAmt
Management And General$5,546,935ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$292,714TotalAmt
Management And General$292,714ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$70,000TotalAmt
Management And General$70,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,204,107TotalAmt
Management And General$2,204,107ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$94,732,096TotalAmt
Program Services$74,571,646ProgramServicesAmt
Management And General$20,102,079ManagementAndGeneralAmt
Fundraising$58,371FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$571,627TotalAmt
Program Services$93,616ProgramServicesAmt
Management And General$477,971ManagementAndGeneralAmt
Fundraising$40FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,451,330TotalAmt
Program Services$6,123,520ProgramServicesAmt
Management And General$1,320,664ManagementAndGeneralAmt
Fundraising$7,146FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,824,129TotalAmt
Program Services$291,292ProgramServicesAmt
Management And General$24,529,545ManagementAndGeneralAmt
Fundraising$3,292FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,221,416TotalAmt
Program Services$8,404,565ProgramServicesAmt
Management And General$1,816,851ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,194,369TotalAmt
Program Services$936,011ProgramServicesAmt
Management And General$255,860ManagementAndGeneralAmt
Fundraising$2,498FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,036,594TotalAmt
Program Services$459,827ProgramServicesAmt
Management And General$559,412ManagementAndGeneralAmt
Fundraising$17,355FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,767,628TotalAmt
Program Services$166,183ProgramServicesAmt
Management And General$11,601,445ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,947,335TotalAmt
Program Services$753,591ProgramServicesAmt
Management And General$1,191,392ManagementAndGeneralAmt
Fundraising$2,352FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$40,186,302TotalAmt
Program Services$28,878,205ProgramServicesAmt
Management And General$11,308,097ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,116,372TotalAmt
Program Services$2,269ProgramServicesAmt
Management And General$3,114,103ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$164,034,057$164,780,540-$746,483
PROVIDER TAX EXPENSE$47,999,115$47,999,115
MAINTENTANCE AND REPAIRS$9,780,464$8,025,633$1,754,831
PATIENT SUPPORT$5,966,239$5,425,924$540,315

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,412,172TotalAmt
Program Services$5,341,219ProgramServicesAmt
Management And General$1,058,019ManagementAndGeneralAmt
Fundraising$12,934FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,073,393,298TotalAmt
Program Services$867,064,390ProgramServicesAmt
Management And General$205,829,474ManagementAndGeneralAmt
Fundraising$499,434FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$84,941,955BOYAmt
EOY$32,297,191EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,783,995BOYAmt
EOY$59,788,018EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$124,967,770BOYAmt
EOY$124,132,362EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$17,078,842BOYAmt
EOY$17,069,644EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,921,558BOYAmt
EOY$15,638,658EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$899,055,289LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$523,087,309LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$404,044,209BOYAmt
EOY$375,967,980EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$714,991,766BOYAmt
EOY$578,755,147EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$57,600,066BOYAmt
EOY$57,581,065EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,742,636BOYAmt
EOY$3,754,883EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$4,555,930BOYAmt
EOY$4,544,402EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,611,515BOYAmt
EOY$12,714,452EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,474,240,242BOYAmt
EOY$1,282,243,802EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$136,465,358BOYAmt
EOY$140,729,527EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$65,803,857BOYAmt
EOY$6,328,516EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$369,522,227BOYAmt
EOY$362,597,544EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$25,492,308BOYAmt
EOY$27,853,925EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,356,034BOYAmt
EOY$14,692,428EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$612,639,784BOYAmt
EOY$552,201,940EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$861,600,458BOYAmt
EOY$730,041,862EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$861,600,458BOYAmt
EOY$730,041,862EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,474,240,242BOYAmt
EOY$1,282,243,802EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,747,830ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$146,177,513NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$11,128,913OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$8,097DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$118,958OtherActivitiesAmt
Total Lobbying Expenditures$127,055TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II-B, Line 1i - Other Activities DescriptionST. CHARLES UNDERTAKES LIMITED LOBBYING ACTIVITIES AIMED AT INFLUENCING STATE AND FEDERAL OFFICIALS ON HEALTHCARE MATTERS AFFECTING THE PROVISION AND FINANCING OF HEALTHCARE SERVICES BY NON-PROFIT HEALTH SYSTEMS IN OREGON.
Part IV - Additional Information

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,371,633BeginningYearBalanceAmt
Investment Earnings Or Losses-$455,516InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,904GrantsOrScholarshipsAmt
Administrative Expenses$28,151AdministrativeExpensesAmt
End Year Balance$5,830,062EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,634,453BeginningYearBalanceAmt
Investment Earnings Or Losses$1,023,377InvestmentEarningsOrLossesAmt
Grants Or Scholarships$256,941GrantsOrScholarshipsAmt
Administrative Expenses$29,256AdministrativeExpensesAmt
End Year Balance$6,371,633EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,295,153BeginningYearBalanceAmt
Contributions$100,250ContributionsAmt
Investment Earnings Or Losses$493,847InvestmentEarningsOrLossesAmt
Grants Or Scholarships$58,150GrantsOrScholarshipsAmt
Other Expenditures$169,830OtherExpendituresAmt
Administrative Expenses$26,817AdministrativeExpensesAmt
End Year Balance$5,634,453EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,702,154BeginningYearBalanceAmt
Contributions$325ContributionsAmt
Investment Earnings Or Losses$728,943InvestmentEarningsOrLossesAmt
Grants Or Scholarships$113,389GrantsOrScholarshipsAmt
Administrative Expenses$22,880AdministrativeExpensesAmt
End Year Balance$5,295,153EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,902,009BeginningYearBalanceAmt
Contributions$2,440ContributionsAmt
Investment Earnings Or Losses-$127,411InvestmentEarningsOrLossesAmt
Grants Or Scholarships$51,407GrantsOrScholarshipsAmt
Administrative Expenses$23,477AdministrativeExpensesAmt
End Year Balance$4,702,154EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60170BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10930TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,352,207OtherCostOrOtherBasisAmt
Book Value$20,352,207BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$500,739,152OtherCostOrOtherBasisAmt
Depreciation$235,608,375DepreciationAmt
Book Value$265,130,777BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,503,085OtherCostOrOtherBasisAmt
Depreciation$6,982,157DepreciationAmt
Book Value$1,520,928BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$339,975,451OtherCostOrOtherBasisAmt
Depreciation$262,295,503DepreciationAmt
Book Value$77,679,948BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,485,394OtherCostOrOtherBasisAmt
Depreciation$18,201,274DepreciationAmt
Book Value$11,284,120BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$375,967,980TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescJOINT VENTURESDesc
Book Value$3,754,883BookValueAmt
Method ValuationCMethodValuationCd

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
COST REPORT SETTLEMENT EST LIABILITIES$4,563,428
PROF LIAB INSURANCE$10,129,000
FieldValueIRS element (for citing)
Total Liability$14,692,428TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.Endowment Funds are reported in this section because they are held by St. Charles Foundation, Inc., a related entity of SCHS. Permanently restricted endowment funds are primarily to be used for continuing education scholarships for caregivers and the professional medical community, support of SCHS' Community Benefit Programs, and in the area of greatest need. The Floyd Dement Hospital Trust Fund Testamentary Trust is administered by the Union Bank of California under a trust agreement which provides that the annual income be distributed to the Foundation for charity care to be provided to St. Charles Bend.St. Charles Foundation Board Designated endowments consist of two individual funds established for community benefit and indigent care.
Part X : FIN48 FootnoteThe audited financial statements contain the following footnote: Accounting principles generally accepted in the United States of America require SCHS management to evaluate tax positions taken by the Corporation and recognize a tax liability (or asset) if the Corporation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed tax positions taken by the Corporation and has concluded that as of December 31, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Corporation's management believes it is no longer subject to income tax examinations for years prior to 2019.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300.000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served33267PersonsServedCnt
Total Community Benefit Expns$13,205,238TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$13,205,238NetCommunityBenefitExpnsAmt
Total Expense0.01230TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served208836PersonsServedCnt
Total Community Benefit Expns$254,343,008TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$176,134,780DirectOffsettingRevenueAmt
Net Community Benefit Expns$78,208,228NetCommunityBenefitExpnsAmt
Total Expense0.07290TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served242103PersonsServedCnt
Total Community Benefit Expns$267,548,246TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$176,134,780DirectOffsettingRevenueAmt
Net Community Benefit Expns$91,413,466NetCommunityBenefitExpnsAmt
Total Expense0.08520TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Persons Served6037PersonsServedCnt
Total Community Benefit Expns$756,887TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$756,887NetCommunityBenefitExpnsAmt
Total Expense0.00070TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Persons Served2282PersonsServedCnt
Total Community Benefit Expns$1,705,711TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$395,337DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,310,374NetCommunityBenefitExpnsAmt
Total Expense0.00120TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Persons Served499PersonsServedCnt
Total Community Benefit Expns$27,457TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$27,457NetCommunityBenefitExpnsAmt

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Persons Served2000PersonsServedCnt
Total Community Benefit Expns$1,223,696TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,223,696NetCommunityBenefitExpnsAmt
Total Expense0.00110TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Persons Served10818PersonsServedCnt
Total Community Benefit Expns$3,713,751TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$395,337DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,318,414NetCommunityBenefitExpnsAmt
Total Expense0.00300TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Persons Served252921PersonsServedCnt
Total Community Benefit Expns$271,261,997TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$176,530,117DirectOffsettingRevenueAmt
Net Community Benefit Expns$94,731,880NetCommunityBenefitExpnsAmt
Total Expense0.08820TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Persons Served205634PersonsServedCnt
Total Community Benefit Expns$317,159TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$317,159NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Persons Served205634PersonsServedCnt
Total Community Benefit Expns$317,159TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$317,159NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Reimbursed By Medicare$203,798,739ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$253,718,025CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$49,919,286MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
Cascade Medical Imaging LLC
CT, Mammography and Other0.700000.30000
Central Oregon Magnetic Res
Magnetic Resonance Imaging0.333000.66700
Heart Center of the Cascade
Owns & manages a medical bu0.500000.50000
Cascade SurgiCenter LLC
Outpatient surgery0.500000.50000
FieldValueIRS element (for citing)
Hospital Facilities4HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdCritical Access HospitalCriticalAccessHospitalInd
St Charles Bend
12500 NE NEFF RDBENDOR97701Yes (X)Yes (X)Yes (X)A
St Charles Prineville
2384 SE COMBS FLAT RDPRINEVILLEOR97754Yes (X)Yes (X)Yes (X)BYes (X)
St Charles Madras
3470 NE A StMadrasOR97741Yes (X)Yes (X)Yes (X)BYes (X)
St Charles Redmond
41253 NW Canal BoulevardRedmondOR97756Yes (X)Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

FacilityFacilityNumFirst Licensed CY Or PYFirstLicensedCYOrPYIndTax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYIndCHNA ConductedCHNAConductedIndCommunity DefinitionCommunityDefinitionIndCommunity DemographicsCommunityDemographicsIndExisting ResourcesExistingResourcesIndHow Data ObtainedHowDataObtainedIndCommunity Health NeedsCommunityHealthNeedsIndOther Health IssuesOtherHealthIssuesIndCommunity Hlth Needs Id ProcessCommunityHlthNeedsIdProcessIndConsulting ProcessConsultingProcessIndPrior CHNA ImpactPriorCHNAImpactIndCHNA ConductedCHNAConductedYrTake Into Account Others InputTakeIntoAccountOthersInputIndCHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsIndCHNA Conducted With Non FcltsCHNAConductedWithNonFcltsIndCHNA Report Widely AvailableCHNAReportWidelyAvailableIndRpt Available On Own WebsiteRptAvailableOnOwnWebsiteIndOwn Website URLOwnWebsiteURLTxtPaper Copy Public InspectionPaperCopyPublicInspectionIndImplementation Strategy AdoptImplementationStrategyAdoptIndImplementation Strategy AdptImplementationStrategyAdptYrStrategy Posted WebsiteStrategyPostedWebsiteIndStrategy Website URLStrategyWebsiteURLTxtStrategy AttachedStrategyAttachedIndOrganization Incur Excise TaxOrganizationIncurExciseTaxIndElig Criteria ExplainedEligCriteriaExplainedIndFPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntIndFPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePctFPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePctIncome Level CriteriaIncomeLevelCriteriaIndMedical Indigency CriteriaMedicalIndigencyCriteriaIndUnderinsurance Stat CriteriaUnderinsuranceStatCriteriaIndResidency CriteriaResidencyCriteriaIndExplained BasisExplainedBasisIndApp Financial Asst ExplnAppFinancialAsstExplnIndDescribed InfoDescribedInfoIndDescribed Suprt DocDescribedSuprtDocIndProvided Hospital ContactProvidedHospitalContactIndIncludes Publicity MeasuresIncludesPublicityMeasuresIndFAP Available On WebsiteFAPAvailableOnWebsiteIndFAP Available On Website URLFAPAvailableOnWebsiteURLTxtFAP App Available On WebsiteFAPAppAvailableOnWebsiteIndFAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxtFAP Summary On WebsiteFAPSummaryOnWebsiteIndFAP Summary On Website URLFAPSummaryOnWebsiteURLTxtFAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeIndFAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgIndFAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgIndNotified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayIndCommuntity Notified FAPCommuntityNotifiedFAPIndFAP TranslatedFAPTranslatedIndOther PublicityOtherPublicityIndFAP Actions On NonpaymentFAPActionsOnNonpaymentIndPermit No ActionsPermitNoActionsIndCollection ActivitiesCollectionActivitiesIndProvided Written NoticeProvidedWrittenNoticeIndMade Effort Orally NotifyMadeEffortOrallyNotifyIndProcessed FAP ApplicationProcessedFAPApplicationIndMade Presumptive Elig DetermMadePresumptiveEligDetermIndOther Actions TakenOtherActionsTakenIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndLook Back MedicareLookBackMedicareIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesInd
A
14falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)Yes (true)falseYes (true)Yes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)Yes (true)22Yes (true)SEE PART V SECTION C SUPPLEMENTAL INFOfalsefalseYes (true)Yes (X)300.0000400.0000Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falsefalse
B
23falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)falsefalseYes (true)Yes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)Yes (true)22Yes (true)SEE PART V SECTION C SUPPLEMENTAL INFOfalsefalseYes (true)Yes (X)300.0000400.0000Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)SEE PART V SECTION C SUPPLEMENTAL INFOYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falsefalse

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Facility: A 1, 4 - Part V, Section B, Line 5The CHNA was conducted using many forms of data collection and analysis including the following primary research: Surveys: DHM Research conducted telephone interviews of 700 residents throughout the communities (Crook, Deschutes and Jefferson Counties), served by a St. Charles facility to determine the health-related priorities of the population residing in Central Oregon. The survey was designed to establish a baseline of importance, priorities and needs around health and wellness, including access, quality and cost. Respondents were contacted from a list of registered voters, which included cell phones. In gathering responses, a variety of quality control measures were employed, including questionnaire pre-testing and validation. A link to the full DHM Research questionnaire and results can be found in the References page. Community Input: Community input was gathered via a collaboration between the St. Charles Health System Community Benefit department and Central Oregon Health Council. The CHNA was developed with data, input, and information from a wide variety of health and community based organizations, stakeholders and community members. The input was gathered from the Central Oregon Health Councils Community Advisory Council, a number of health-related advisory boards and groups, and via numerous community focus groups throughout the region. Individuals (such as traditional health workers/peer support specialists/community health workers) and organizations were asked to share their expertise through a health equity and social determinants of health lens. You can see a list of contributors by accessing the 2019 Central Oregon Regional Health Assessment, link is provided in the Reference page section of this CHNA. Methodologysecondary research The process began by compiling, reviewing and analyzing secondary information available including information at the local, state and national level of the populations health. All information used in this report was taken from the most recent information available from the listed resources.
Facility: B 2, 3 - Part V, Section B, Line 5The CHNA was conducted using many forms of data collection and analysis including the following primary research: Surveys: DHM Research conducted telephone interviews of 700 residents throughout the communities (Crook, Deschutes and Jefferson Counties), served by a St. Charles facility to determine the health-related priorities of the population residing in Central Oregon. The survey was designed to establish a baseline of importance, priorities and needs around health and wellness, including access, quality and cost. Respondents were contacted from a list of registered voters, which included cell phones. In gathering responses, a variety of quality control measures were employed, including questionnaire pre-testing and validation. A link to the full DHM Research questionnaire and results can be found in the References page. Community Input: Community input was gathered via a collaboration between the St. Charles Health System Community Benefit department and Central Oregon Health Council. The CHNA was developed with data, input, and information from a wide variety of health and community based organizations, stakeholders and community members. The input was gathered from the Central Oregon Health Councils Community Advisory Council, a number of health-related advisory boards and groups, and via numerous community focus groups throughout the region. Individuals (such as traditional health workers/peer support specialists/community health workers) and organizations were asked to share their expertise through a health equity and social determinants of health lens. You can see a list of contributors by accessing the 2019 Central Oregon Regional Health Assessment, link is provided in the Reference page section of this CHNA. Methodologysecondary research The process began by compiling, reviewing and analyzing secondary information available including information at the local, state and national level of the populations health. All information used in this report was taken from the most recent information available from the listed resources.
Facility: A 1, 4 - Part V, Section B, Line 6aSt. Charles Bend & St. Charles Redmond
Facility: A 1, 4 - Part V, Section B, Line 11To prioritize the varied health needs of Deschutes County - the defined community served by St. Charles Flagship hospital (Bend and Redmond), Jefferson County - the defined community served by St. Charles Madras and Crook County - the defined community served by St. Charles Prineville, an extensive review of existing data, community partner information and a professionally facilitated phone survey were conducted and completed as part of the CHNA research. Once the initial analysis of available secondary data was collated, the phone survey completed and input collected from key stakeholders, the Community Benefit department prioritized significant health needs as follows: St. Charles (Flagship Hospital):1. Behavioral Health: Increase Access and Coordination 2. Stable Housing and Supports 3. Substance and Alcohol Misuse Prevention and Treatment 4. Address Poverty and Enhance Self Sufficiency 5. Upstream Prevention: Promotion of Individual Well-Being 6. Promote Enhanced Physical Health Across CommunitiesSt. Charles Prineville & St. Charles Madras Hospitals:1. Stable Housing and Support2. Address Poverty and Enhance Self Sufficiency3. Upstream Prevention: Promotion of Individual Well-Being4. Substance and Alcohol Misuse Prevention and Treatment5. Behavioral Health: Increase Access and Coordination6. Promote Enhanced Physical Health Across CommunitiesCriteria determining needs to be addressed:When determining which of the above significant health needs would be selected as the health priorities to be addressed, St. Charles considered the following criteria: Severity of issue Ability to impact Community Resources St. Charles Bend and Redmond campuses available resources and expertise St. Charles Prineville campus available resources and expertise St. Charles Madras campus available resources and expertise St. Charles Health System strategic plan St. Charles Hospitals' Prioritized Need(s):The Community Health Needs Assessment (CHNA) identified that access to affordable housing, living wage jobs and mental health services would most improve the health of our community. After careful consideration, St. Charles Hospitals will focus on efforts that reduce feelings of loneliness and social isolation while fostering a sense of belonging for the 2023-2025 regional health implementation strategy (RHIS) to start addressing mental health concerns and promoting individual well-being. The CDC defines loneliness as the feeling of being alone, regardless of the amount of social contact. Social isolation is a lack of social connections. Social isolation can lead to loneliness in some people, while others can feel lonely without being socially isolated.About one in five Americans suffer from chronic loneliness, with a survey in 2020 revealing that young adults suffer the most. Older adults are also at higher risk for social isolation and loneliness due to changes in health and social connections that can come with growing older, hearing, vision, and memory loss, disability, trouble getting around and/or the loss of family and friends. Loneliness has broader implications for our mental and physical health too. Its not difficult to understand how loneliness leads to depression, a growing problem in the United States. Among older adults, loneliness increases the risk of developing dementia, slows down their walking speeds, interferes with their ability to take care of themselves, and increases their risk of heart disease and stroke. Loneliness is even associated with dying earlier. Among adolescents and young adults, loneliness increases the likelihood of headaches, stomach aches, sleep disturbances, and compulsive internet use. Chronic loneliness is said to have similar impacts on health as smoking a pack of cigarettes a day. Furthermore, according to Thomas Joiner, a leading expert on suicide, when people hold two specific psychological states in their minds simultaneously, and when they do so for long enough, they develop the desire for death. The two psychological states are perceived burdensomeness and a sense of low belongingness or social alienation. In 2017, Angus Deaton and Anne Case discovered that 158,000 Americans died through the process of addiction to alcohol, painkillers, or other drugs or by suicide and this number has grown year over year. They also attribute these statistics to social isolation or feeling disconnected. Acknowledging that mental health issues are complex and intertwined, creating opportunities for engagement and socialization outside of medical interventions is the first step to begin addressing the loneliness epidemic that was amplified by the COVID-19 pandemic. During our Regional Health Implementation Strategy (RHIS) key informant interviews, a majority of participants felt that loneliness was a major contributor to the mental and behavioral health issues in our communities. When informants were asked if they had ideas to combat loneliness and social isolation, the ideas unanimously centered on the concept of creating opportunities for individuals and families to come together and rediscover what it means to belong within their own community. Belonging is often defined as the feeling of security and support when there is a sense of acceptance, inclusion, and identity for a member of a certain group and it has been identified as a pillar in Maslows Hierarchy of Needs. Maslows Hierarchy of Needs is the idea that our needs range from the very basic, such as the things required for our survival, through to higher goals such as altruism and spirituality. Maslow included social belonging because we need friendships, family connections and emotional intimacy with others. People in different societies meet this need in different ways: for some people, their need for social belonging might be met entirely within their extended family; for others, it might be organized activities such as a church community; for others, it might be a network of friendships and romantic relationships that meet this need. Its worth noting that meeting this need can enable us to overcome a lack of our basic needs through the strength of our relationships with others. We truly are stronger together than we are alone. To that end, St. Charles Health System aims to come alongside community members, partners, and caregivers to help older adults, youth and those who are feeling lonely establish a sense of belonging.The following are the significant health needs identified in the St. Charles CHNAs that will not be addressed in this implementation strategy: Behavioral Health Stable Housing and Supports Substance and Alcohol Misuse Prevention and Treatment Address Poverty and Enhance Self Sufficiency Promote Enhanced Physical Health Across Communities To achieve real improvement, this plan will focus on issues the organization has the most ability to impact alongside our community partners. By selecting one priority, a more focused effort can be made by the caregivers at all St. Charles campuses, in collaboration with local partners, to improve the health of those the health system serves. While all of the needs listed above are important, St. Charles leaders have decided to focus Community Benefit resources and efforts on the issue of reducing loneliness and increasing belonging. Having a laser focus on this issue will ensure real progress is made. Work will also continue on each of the other identified needs listed above through internal St. Charles departments and through external community partners. In addition, focusing on belonging could ultimately positively impact these other identified needs.
Facility: B 2, 3 - Part V, Section B, Line 11To prioritize the varied health needs of Deschutes County - the defined community served by St. Charles Flagship hospital (Bend and Redmond), Jefferson County - the defined community served by St. Charles Madras and Crook County - the defined community served by St. Charles Prineville, an extensive review of existing data, community partner information and a professionally facilitated phone survey were conducted and completed as part of the CHNA research. Once the initial analysis of available secondary data was collated, the phone survey completed and input collected from key stakeholders, the Community Benefit department prioritized significant health needs as follows: St. Charles (Flagship Hospital):1. Behavioral Health: Increase Access and Coordination 2. Stable Housing and Supports 3. Substance and Alcohol Misuse Prevention and Treatment 4. Address Poverty and Enhance Self Sufficiency 5. Upstream Prevention: Promotion of Individual Well-Being 6. Promote Enhanced Physical Health Across CommunitiesSt. Charles Prineville & St. Charles Madras Hospitals:1. Stable Housing and Support2. Address Poverty and Enhance Self Sufficiency3. Upstream Prevention: Promotion of Individual Well-Being4. Substance and Alcohol Misuse Prevention and Treatment5. Behavioral Health: Increase Access and Coordination6. Promote Enhanced Physical Health Across CommunitiesCriteria determining needs to be addressed:When determining which of the above significant health needs would be selected as the health priorities to be addressed, St. Charles considered the following criteria: Severity of issue Ability to impact Community Resources St. Charles Bend and Redmond campuses available resources and expertise St. Charles Prineville campus available resources and expertise St. Charles Madras campus available resources and expertise St. Charles Health System strategic plan St. Charles Hospitals' Prioritized Need(s):The Community Health Needs Assessment (CHNA) identified that access to affordable housing, living wage jobs and mental health services would most improve the health of our community. After careful consideration, St. Charles Hospitals will focus on efforts that reduce feelings of loneliness and social isolation while fostering a sense of belonging for the 2023-2025 regional health implementation strategy (RHIS) to start addressing mental health concerns and promoting individual well-being. The CDC defines loneliness as the feeling of being alone, regardless of the amount of social contact. Social isolation is a lack of social connections. Social isolation can lead to loneliness in some people, while others can feel lonely without being socially isolated.About one in five Americans suffer from chronic loneliness, with a survey in 2020 revealing that young adults suffer the most. Older adults are also at higher risk for social isolation and loneliness due to changes in health and social connections that can come with growing older, hearing, vision, and memory loss, disability, trouble getting around and/or the loss of family and friends. Loneliness has broader implications for our mental and physical health too. Its not difficult to understand how loneliness leads to depression, a growing problem in the United States. Among older adults, loneliness increases the risk of developing dementia, slows down their walking speeds, interferes with their ability to take care of themselves, and increases their risk of heart disease and stroke. Loneliness is even associated with dying earlier. Among adolescents and young adults, loneliness increases the likelihood of headaches, stomach aches, sleep disturbances, and compulsive internet use. Chronic loneliness is said to have similar impacts on health as smoking a pack of cigarettes a day. Furthermore, according to Thomas Joiner, a leading expert on suicide, when people hold two specific psychological states in their minds simultaneously, and when they do so for long enough, they develop the desire for death. The two psychological states are perceived burdensomeness and a sense of low belongingness or social alienation. In 2017, Angus Deaton and Anne Case discovered that 158,000 Americans died through the process of addiction to alcohol, painkillers, or other drugs or by suicide and this number has grown year over year. They also attribute these statistics to social isolation or feeling disconnected. Acknowledging that mental health issues are complex and intertwined, creating opportunities for engagement and socialization outside of medical interventions is the first step to begin addressing the loneliness epidemic that was amplified by the COVID-19 pandemic. During our Regional Health Implementation Strategy (RHIS) key informant interviews, a majority of participants felt that loneliness was a major contributor to the mental and behavioral health issues in our communities. When informants were asked if they had ideas to combat loneliness and social isolation, the ideas unanimously centered on the concept of creating opportunities for individuals and families to come together and rediscover what it means to belong within their own community. Belonging is often defined as the feeling of security and support when there is a sense of acceptance, inclusion, and identity for a member of a certain group and it has been identified as a pillar in Maslows Hierarchy of Needs. Maslows Hierarchy of Needs is the idea that our needs range from the very basic, such as the things required for our survival, through to higher goals such as altruism and spirituality. Maslow included social belonging because we need friendships, family connections and emotional intimacy with others. People in different societies meet this need in different ways: for some people, their need for social belonging might be met entirely within their extended family; for others, it might be organized activities such as a church community; for others, it might be a network of friendships and romantic relationships that meet this need. Its worth noting that meeting this need can enable us to overcome a lack of our basic needs through the strength of our relationships with others. We truly are stronger together than we are alone. To that end, St. Charles Health System aims to come alongside community members, partners, and caregivers to help older adults, youth and those who are feeling lonely establish a sense of belonging.The following are the significant health needs identified in the St. Charles CHNAs that will not be addressed in this implementation strategy: Behavioral Health Stable Housing and Supports Substance and Alcohol Misuse Prevention and Treatment Address Poverty and Enhance Self Sufficiency Promote Enhanced Physical Health Across Communities To achieve real improvement, this plan will focus on issues the organization has the most ability to impact alongside our community partners. By selecting one priority, a more focused effort can be made by the caregivers at all St. Charles campuses, in collaboration with local partners, to improve the health of those the health system serves. While all of the needs listed above are important, St. Charles leaders have decided to focus Community Benefit resources and efforts on the issue of reducing loneliness and increasing belonging. Having a laser focus on this issue will ensure real progress is made. Work will also continue on each of the other identified needs listed above through internal St. Charles departments and through external community partners. In addition, focusing on belonging could ultimately positively impact these other identified needs.
Facility: A 1, 4 - Part V, Section B, Line 16jA REFERENCE TO THE FINANCIAL ASSISTANCE PROGRAM WAS INCLUDED ON BILLING STATEMENTS AS WELL AS VOICE MESSAGING ON CUSTOMER SERVICE PHONE LINES & PROMPTS.
Facility: B 2, 3 - Part V, Section B, Line 16jA REFERENCE TO THE FINANCIAL ASSISTANCE PROGRAM WAS INCLUDED ON BILLING STATEMENTS AS WELL AS VOICE MESSAGING ON CUSTOMER SERVICE PHONE LINES & PROMPTS.
Facility: A 1, 4 - Part V, Section B, Line 20eBEFORE INITIATING EAC'S, PATIENTS ARE SCREENED FOR FPL under 200%. IF FPL IS 200% OR BELOW, A FINANCIAL ASSISTANCE POLICY & FINANCIAL ASSISTANCE APPLICATION ARE MAILED TO THE GUARANTOR. IF THE GUARANTOR FAILS TO COMPLETE AND RETURN THE APPLICATION, OR FAILS TO PAY THE ACCOUNT IN FULL, OR FAILS TO SET UP A PAYMENT PLAN WITHIN 45-DAYS OF MAILING THE POLICY APPLICATION, THE ACCOUNTS ARE ASSIGNED TO A BAD DEBT AGENCY.
Facility: B 2, 3 - Part V, Section B, Line 20eBEFORE INITIATING EAC'S, PATIENTS ARE SCREENED FOR FPL under 200%. IF FPL IS 200% OR BELOW, A FINANCIAL ASSISTANCE POLICY & FINANCIAL ASSISTANCE APPLICATION ARE MAILED TO THE GUARANTOR. IF THE GUARANTOR FAILS TO COMPLETE AND RETURN THE APPLICATION, OR FAILS TO PAY THE ACCOUNT IN FULL, OR FAILS TO SET UP A PAYMENT PLAN WITHIN 45-DAYS OF MAILING THE POLICY APPLICATION, THE ACCOUNTS ARE ASSIGNED TO A BAD DEBT AGENCY.

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (54 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
St Charles Heart & Lung Specialists
2500 NE Neff RdBendOR97701Heart and Lung Services
Cascade Medical Imaging
1460 NE Medical Center DrBendOR97701Diagnostic imaging clinic
St Charles Surgical Specialists Redmond
1245 NW 4th Street STE 101RemdondOR97756Surgical Specialists
St Charles Center for Womens Health Redmond
340 NW 5th Street Ste 101RedmondOR97756OB/GYN Clinic
St Charles Family Care Redmond
211 NW Larch AveRedmondOR97756Primary Care Clinic
St Charles Cancer Center
2500 NE Neff RdBendOR97701Outpatient Cancer center
Sage View
1885 NE Purcell BlvdBendOR97701Mental Health Services
St Charles Family Care Bend East
2600 NE Neff RdBendOR97701Primary Care Clinic
St Charles Family Care Prineville
384 SE Combs Flat RoadPrinevilleOR97754Rural Health Clinic
Wound Care & Ostomy Clinic Bend
2275 NE Doctors Dr Suite 9BendOR97701Wound & Ostomy Care
St Charles Trauma & Acute Care
2275 NE Doctors Dr Suite 6BendOR97701Trauma and & Surgical Services
St Charles Urgent Care South Bend
61250 SE Coombs PlaceBendOR97702Urgent Care Clinic
St Charles Hospice
2275 NE Doctors Dr Suite 5BendOR97701Hospice Care
St Charles Sleep Center Bend
2042 NE Williamson CtBendOR97701Sleep Lab
St Charles Family Care Bend South
61250 SE Coombs PlaceBendOR97702Primary Care Clinic
Behavioral Health
360 NW Bond St Suite 330BendOR97701Behavioral Health clinic
St Charles Urgent Care La Pine
51781 Huntington RdLa PineOR97739Urgent Care Clinic
St Charles Urgent Care Prineville
384 SE Combs Flat RoadPrinevilleOR97754Urgent Care Clinic
St Charles Family Care Madras
480 NE A StMadrasOR97741Primary Care Clinic
Cascade Surgicenter
2200 NE Neff Rd 100BendOR97701Surgery Center
St Charles Family Care La Pine
51781 Huntington RdLa PineOR97739Primary Care Clinic
St Charles Rheumatology
2600 NE Neff RdBendOR97701Rheumatology Clinic
St Charles Neonatology
2500 NE Neff RdBendOR97701Neonatology Intensive Care Unit
St Charles Family Care Sisters
630 N Arrowleaf TrailSistersOR97759Primary Care Clinic
St Charles Pulmonary Clinic Bend
2500 NE Neff RdBendOR97701Lung clinic
St Charles Anticoagulation Clinic Bend
2275 NE Doctors Dr Suite 7BendOR97701Anticoag Clinic
St Charles PEDAL Clinic
2036 NW Williamson CourtBendOR97701Pediatric Behavioral Health
St Charles Sleep Center Redmond
655 NW Jackpine AveRedmondOR97756Sleep Lab
Central Oregon Magnetic Resonance Imaging
1460 NE Medical Center DrBendOR97701MRI Center
St Charles Palliative Care
2275 NE Doctors Dr Suite 5BendOR97701Palliative Care
St Charles East Infusion
2600 NE Neff RdBendOR97701Infusion Therapy Clinic
St Charles Preoperative Medicine
2275 NE Doctors Dr Suite 6BendOR97701Care for Surgery Patients
SCMG Imaging Redmond
211 NW Larch AveRedmondOR97756Imaging Services
St Charles Pulmonary Clinic Redmond
655 NW Jackpine AveRedmondOR97756Lung clinic
St Charles Infectious Disease
2965 NE Conners Ave Suite 127BendOR97701Infectious Disease Clinic
Sisters School Based Health Clinic
640 N Arrowleaf TrailSistersOR97759School Based Clinic
St Charles Dietitians & Community Outreach
2036 NE Williamson CourtBendOR97701nutrition education and counseling
Sister Diagnostic Radiology
630 N Arrowleaf TrailSisterOR97759Radiology Services
St Charles Imaging Bend East
2600 NE Neff RdBendOR97701Imaging Services
St Charles Imaging La Pine
51781 Huntington RdLa PineOR97739Imaging Services
St Charles Diabetes Clinic
2036 NE Williamson CourtBendOR97701Diabetes Clinic
St Charles Urgent Care East Bend
2600 NE Neff RdBendOR97701Urgent Care Clinic
St Charles Anticoagulation Clinic Redmond
655 NW Jackpine AveRedmondOR97756Anticoag Clinic
St Charles Laboratory Services La Pine
51781 Huntington RdLa PineOR97739Outpatient Lab
St Charles Preoperative Medicine LaPine
51781 Huntington RdLa PineOR97739Periop Services
Wound Care & Ostomy Clinic Madras
470 NE A StreetMadrasOR97741Wound & Ostomy Care
St Charles Cancer Center Redmond
1541 NW Canal BlvdRedmondOR97756Outpatient Cancer Center
St Charles Laboratory Services Redmond
1245 NW 4th StreetRedmondOR97756Outpatient Lab
Behavioral Health Redmond
916 SW 17th St Suite 202RedmondOR97756Behavioral Health clinic
St Charles Surgical Specialists Prineville
384 SE Combs Flat Rd Suite 1200PrinevilleOR97754Surgical Specialists
St Charles Surgical Specialists Madras
470 NE A StMadrasOR97741Surgical Specialists
St Charles Laboratory Services Madras
470 NE A StreetMadrasOR97741Outpatient Lab
St Charles Preoperative Medicine Redmond
916 SW 17th StRedmondOR97756Periop Services
St Charles Heart & Lung Specialists Redmond
655 NW Jackpine AveRedmondOR97756Heart and Lung Services

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 7 - Explanation of Costing MethodologyThe costing methodology used was derived from SCHS's financial systems, which address all hospital-based patient segments and other services provided. A cost-to-charge ratio from the financial systems was used to calculate the cost of Financial Assistance in line 7a. Numbers reported in column (b) in lines 7a and 7b refer to the number of patient encounters.
Part III, Line 2 - Methodology Used To Estimate Bad Debt ExpenseWhen SCHS provides care to patients, it does not require collateral; however, itmaintains an estimated allowance for doubtful accounts. The primary collection risksrelate to uninsured patient accounts and patient accounts for which the primaryinsurance payor has paid, but patient responsibility amounts (generally deductiblesand copayments) remain outstanding. The reserves against accounts receivable is estimated based primarily upon SCHS historical collection experience, the age of the patient's account, management's estimate of the patient's economic ability to pay, and the effectiveness of collection efforts. Patient accounts receivable balances are routinely reviewed in conjunction with historical collection rates and other economic conditions that might ultimately affect the collectability of patientaccounts when considering the adequacy of the amounts recorded as net patient revenues. Actual write offs have historically been within management'sexpectations.
Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community BenefitSCHS currently has no reasonable way to track or estimate the amount of bad debt expense attributable to charity care, and accordingly this line has been left blank.
Part III, Line 4 - Bad Debt ExpenseSee page 14, footnote 4 "Net Patient Service Revenue", in the attached Audited Financial Statements.
Part III, Line 8 - Explanation Of Shortfall As Community BenefitAs a response to efforts to improve the health and quality of life of people living in the community, SCHS provided approximately $50 million in unreimbursed services to patients enrolled in traditional Medicare programs. SCHS believes that the Medicare shortfall should be treated as a community benefit since it has a clear mission to serving and improving the health status of the elderly. If SCHS should cease to exist, this shortfall would have to be absorbed by another health care provider. Costs are from the Medicare Cost Report, but none of these costs are being claimed as a community benefit in Part I, line 7.SCHS had a total medicare shortfall of approximately $139M which differs from the shortfall of $50M reported in Part III Section B because Part III Section B includes only those costs allowed in the Medicare Cost Report which excludes the Medicare Advantage shortfall.
Part III, Line 9b - Provisions On Collection Practices For Qualified PatientsCollection policies are the same for all patients. Every effort is made to identify patients who may need financial assistance at the earliest point during the patients experience with St. Charles. Patients may be identified as a candidate for financial assistance at any time before, during or after services are delivered. If at any point during the collection process documentation or information is received that indicates the patient may be eligible for our financial assistance program, the account is reviewed by our financial assistance team for eligibility. Prior to sending an account to collections, patient accounts are reviewed for Federal Poverty Level(FPL). If FPL is 200% or below, a Financial Assistance policy & Financial Assistance application are mailed to the guarantor. If the guarantor fails to complete and return the application, or fails to pay the account in full, or fails to set up a payment plan within 45-days of mailing the policy application, the accounts are assigned to a bad debt agency.
Part VI, Line 2 - Needs AssessmentSt. Charles Health System (SCHS) assesses the needs of each of our communities in many different ways other than the facility community health needs assessments. SCHS partners with many organizations from around the community. We collaborated with the Central Oregon Health Council (COHC) to establish a local community data website. The data is provide by Healthy Communities Institute (HCI) and COHC staff manages the website. The website will have dashboards of each community and population risk profiling data that is continuously updated and accessible to the community. This information helps SCHS to keep a finger on the pulse of each population's many health indicators, helping us to continually assess each community's needs, positive changes and/or opportunities for improvement. This information can be found at http://www.centraloregonhealthdata.org. Each year St. Charles also produces the St. Charles Health System Annual Report. This report is comprised of a summary of each of the following: Community BenefitTotalsFinancial OverviewDays cash on handOperating marginExcess marginOperating ExpensesFull time employee countEach health system facility (St. Charles Bend, St. Charles Redmond, St. Charles Prineville and St. Charles Madras) BirthsDischargesIn-patient casesOut-patient casesEmergency visitsSt. Charles Medical GroupPatient visits for each clinicsThe 2021 Annual Report is posted online on the St. Charles Health System website at https://www.stcharleshealthcare.org/about-us/st-charles-annual-report. This report and the primary data collected for its creation let us know what the trends are for different hospital stays, conditions and out-patient visits, helping to decide what services we offer and where the needs are. St. Charles also plays a significant role in local, regional and State groups in order to stay abreast of the newest information, trends, health data and best practices. SCHS has representation on the Central Oregon Health Council (COHC), the governance entity over the region's Coordinated Care Organization, PacificSource Community Solutions, County Commissions, patients, community members & local medical clinics. BY PARTICIPATING ON THIS COUNCIL, ST. CHARLES IS ABLE TO WORK WITH THE EXPERTS IN EACH OF THE THREE COUNTIES TO HEAR FIRSTHAND HOW EACH COMMUNITY IS DOING AND WHAT THEIR HEALTH NEEDS ARE. ST. CHARLES ALSO SITS ON DIFFERENT COMMITTEES FOR THE OREGON ASSOCIATION FOR HOSPITALS AND HEALTH SYSTEMS (OAHHS) AND LOCAL NON-PROFITS. BEING PART OF THESE GROUPS HELPS ST. CHARLES TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITIES WHILE ALSO LEARNING HOW TO BETTER COLLECT, TRACK, REPORT AND IMPROVE UPON COLLECTED INFORMATION.
Part VI, Line 3 - Patient Education of Eligibility for AssistanceThe Financial assistance program policy is posted on the SCHS website.Financial Counselors and registration staff in our facilities & primary care clinics offer financial assistance to patients, both upon request and when patients are uninsured.SCHS works to identify patients who may qualify for coverage through the following government programs (uninsured patients seen in our Emergency departments & those admitted to all of our facilities are automatically referred to a Financial Counseling Patient Advocate): CobraCrime Victims AssistanceEmergency Medicaid for Aliens Medicaid for pregnant women and children Medicaid, Medicare Supplemental Security Income (SSI)Temporary Aid for Needy Families (TANF) VeteransOur Financial Counseling Patient Advocate will work with these individuals through the process of qualifying for coverage or denial of coverage from all applicable government programs.Patients working with the Financial Counseling Patient Advocate have their accounts put on hold from collections. Patients will be referred to the SCHS Financial Assistance Department for follow-up.
Part VI, Line 4 - Community InformationDESCHUTES COUNTY: (ST. CHARLES BEND AND ST. CHARLES REDMOND) INFORMATION TAKEN FROM UNITED STATES CENSUS BUREAU(HTTPS://WWW.CENSUS.GOV/QUICKFACTS/FACT/TABLE/DESCHUTESCOUNTYOREGON) UNLESS OTHERWISE NOTED:URBANLAND AREA IN SQUARE MILES (2020): 3,018POPULATION (2022): 206,549UNDER 5 YEARS: 4.7%UNDER 18 YEARS: 19.4%65 YEARS AND OVER: 20.6%FEMALE: 50.1%HOUSEHOLDS (2017-2021): 79,329PERSONS PER HOUSEHOLD (2017-2021): 2.44MEDIAN HOUSEHOLD INCOME (2017-2021): $74,082PERCENTAGE OF PERSONS BELOW POVERTY LEVEL (2017-2021): 8.7%HIGH SCHOOL GRADUATE OR HIGHER, PERCENT OF PERSONS AGE 25+ (2017-2021): 94.3%POPULATION BY RACE (2021):WHITE ALONE, NOT HISPANIC: 93.7% HISPANIC OR LATINO: 8.6%TWO OR MORE RACES: 3%AMERICAN INDIAN AND ALASKA NATIVE ALONE: 1.1% ASIAN ALONE: 1.4%BLACK OR AFRICAN AMERICAN ALONE: .6%NATIVE HAWAIIAN OR OTHER PACIFIC ISLANDER: 0.2%HEALTH CARE PROVIDER ASSETS IN DESCHUTES COUNTY (OUTSIDE OF ST. CHARLES BEND AND REDMOND): MOSAIC MEDICAL CLINIC, (BEND AND REDMOND) (FQHC) LYNCH COMMUNITY CLINIC (SCHOOL-BASED HEALTH CENTER PARTNERSHIP BETWEEN MOSAIC MEDICAL, REDMOND SCHOOL DISTRICT AND DESCHUTES COUNTY) ENSWORTH COMMUNITY SCHOOL-BASED HEALTH CENTER (PARTNERSHIP BETWEEN MOSAIC MEDICAL, BEND-LAPINE SCHOOL DISTRICT AND DESCHUTES COUNTY) BEND MEMORIAL CLINIC, (BEND, REDMOND AND SISTERS) HIGH LAKES HEALTH CARE (BEND, REDMOND AND SISTERS).CROOK COUNTY: (ST. CHARLES PRINEVILLE) INFORMATION TAKEN FROM UNITED STATES CENSUS BUREAU (HTTPS://WWW.CENSUS.GOV/QUICKFACTS/FACT/TABLE/CROOKCOUNTYOREGON) UNLESS OTHERWISE NOTED: RURALMEDICALLY UNDERSERVED AREA (MUA)LAND AREA IN SQUARE MILES (2020): 2.979POPULATION (2022 ESTIMATE): 26,375UNDER 5 YEARS: 5.3%UNDER 18 YEARS: 19.9%65 YEARS AND OVER: 25.2%FEMALE: 49.9%HOUSEHOLDS (2017-2021): 9,951PERSONS PER HOUSEHOLD (2017-2021): 2.43 MEDIAN HOUSEHOLD INCOME (2017-2021): $64,820PERCENTAGE OF PERSONS BELOW POVERTY LEVEL (2017-2021): 12.0%HIGH SCHOOL GRADUATE OR HIGHER, PERCENT OF PERSONS AGE 25+ (2017-2021): 90.8%POPULATION BY RACE (2021):WHITE ALONE, NOT HISPANIC: 94.4% HISPANIC OR LATINO: 8%TWO OR MORE RACES: 2.6%AMERICAN INDIAN AND ALASKA NATIVE ALONE: 1.8% ASIAN ALONE: 0.7%BLACK OR AFRICAN AMERICAN ALONE: 0.5%NATIVE HAWAIIAN OR OTHER PACIFIC ISLANDER: 0.1%HEALTH CARE PROVIDER ASSETS IN CROOK COUNTY (OUTSIDE OF ST. CHARLES PRINEVILLE): MOSAIC MEDICAL (FQHC)CROOK KIDS CLINIC (SCHOOL-BASED HEALTH CENTER PARTNERSHIP BETWEEN MOSAIC MEDICAL AND CROOK COUNTY SCHOOL DISTRICT).JEFFERSON COUNTY: (ST. CHARLES MADRAS) INFORMATION TAKEN FROM UNITED STATES CENSUS BUREAU (HTTPS://WWW.CENSUS.GOV/QUICKFACTS/FACT/TABLE/JEFFERSONCOUNTYOREGON)UNLESS OTHERWISE NOTED: RURALMEDICALLY UNDERSERVED AREA (MUA)LAND AREA IN SQUARE MILES (2020): 1,782POPULATION (2022 ESTIMATE): 25,330UNDER 5 YEARS: 5.9%UNDER 18 YEARS: 23.3%65 YEARS AND OVER: 19.7%FEMALE: 48.0%HOUSEHOLDS (2017-2021): 8,244PERSONS PER HOUSEHOLD (2017-2021): 2.79MEDIAN HOUSEHOLD INCOME (2017-2021): $59,748PERCENTAGE OF PERSONS BELOW POVERTY LEVEL (2017-2021): 15.9%HIGH SCHOOL GRADUATE OR HIGHER, PERCENT OF PERSONS AGE 25+ (2015-2019): 87.8%POPULATION BY RACE (2022):WHITE ALONE, NOT HISPANIC: 75.7% HISPANIC OR LATINO: 20.8%TWO OR MORE RACES: 3.7%AMERICAN INDIAN AND ALASKA NATIVE ALONE: 18.3%
Part VI, Line 4 - Community Building ActivitiesOur community building activities focused on workforce development activities which support the community by offering the expertise and resources of our hospital systems caregivers for the betterment of the community. Specifically these programs address community-wide workforce issues, potentially providing health care workers to promote the health of the community.
Part VI, Line 5 - Promotion of Community HealthSCHS provides services without charge, or at amounts less than its established rates, to patients who meet the criteria of its charity care policy. SCHS criteria for the determination of charity care include the patientsor other responsible partys annual household income, number of people in the home and amount claimed on taxes, credit history, existing medical debt obligations and other indicators of the patient's ability to pay. Generally, those individuals with an annual household income at or less than 300% of the Federal Poverty Guidelines (the Guidelines) qualify for charity care under SCHS policy. In addition, SCHS provides discounts on a sliding scale to those individuals with an annual household income of between 300% and 400% of the Guidelines. Since SCHS does not pursue collection of amounts determined to qualify as charity care, those amounts are not reported as net patient service revenue.BECAUSE MADRAS PRINEVILLE AND LA PINE ARE LOCATED IN MEDICALLY UNDERSERVED AREAS(MUAS), THE RESOURCES USED FOR PROVIDER RECRUITMENT IN THOSE COMMUNITIES ARE COUNTED AS COMMUNITY BENEFIT. ST. CHARLES ALSO ALLOWS NURSING STUDENTS, HIGH SCHOOL STUDENTS AND OTHER PROVIDERS TO PARTAKE IN JOB-SHADOWING WITH OUR PAID CAREGIVERS TO HELP THEM COMPLETE THEIR COURSE WORK AND/OR EARN CREDITS, WITHOUT RESTRICTIONS RELATED TO FUTURE EMPLOYMENT. THE ST. CHARLES HEALTH SYSTEM BOARD OF DIRECTORS IS COMPRISED OF MEMBERS FROM MULTIPLE COMMUNITIES SERVED BY THE SYSTEMBEND, PRINEVILLE, SISTERS,ETC.ALLOWING FOR DIVERSE VIEWS AND LEADERSHIP RELATED TO PROMOTING THE HEALTH OF THE COMMUNITY. VARIOUS COMMUNITY CLASSES ARE OFFERED VIRTUALLY OR IN PERSON FOR EACH CAMPUS, INCLUDING CHILDBIRTH EDUCATION, HEALTH HEART EDUCATION, ETC. IN ORDER TO CONTINUE TO PROMOTE HEALTH IN THE COMMUNITY AND ELIMINATE BARRIERS, SCHOLARSHIPS ARE AVAILABLE FOR THOSE WHO ARE UNABLE TO PAY BUT WOULD STILL LIKE TO PARTICIPATE IN ANY OF THESE CLASSES. DUE TO COVID-19, WE SHIFTED RESOURCES AND ASSETS TO COLLABORATING WITH OUR LOCAL PARTNERS TO HELP TACKLE THE ISSUES THAT HAVE ARISED BECAUSE OF THE PANDEMIC. BEING THE ONLY HEALTH CARE SYSTEM IN CENTRAL OREGON, MANY NON-PROFIT COMMUNITYORGANIZATIONS COME TO ST. CHARLES NEEDING FUNDS AND OTHER DONATIONS, SUCH AS IN-KIND SUPPORT. DURING 2021 ST. CHARLES FACILITY CAREGIVERS PROVIDED HUNDREDS OF HOURS OF IN-KIND SUPPORT TO THESE ORGANIZATIONS WHO SHARE IN ST. CHARLES VISION OF CREATING AMERICAS HEALTHIEST COMMUNITY, TOGETHER. IN-KIND SUPPORT ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO MEMBERSHIP ON NON-PROFIT COMMUNITY ORGANIZATION BOARDS, BELOW FAIRMARKET VALUE RENT FEES, FREE CLEANING AND LANDSCAPING SERVICES AND HOURS SPENT COORDINATING EVENTS PROMOTING HEALTH IMPROVEMENT FOR VULNERABLE AND LOW-INCOME COMMUNITY MEMBERS.
Part VI, Line 7 - States Filing of Community Benefit ReportOR
Part VI - Additional InformationURL of CHNA and Implementation Strategy:https://www.stcharleshealthcare.org/community-health/community-health-needs-assessmentWebsite where FAP, FAP application, and plain language summary was widely available:https://www.stcharleshealthcare.org/patients/billing-and-insurance/patient-financial-assistance

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CASA OF CENTRAL OR
1029 NW 14TH ST STE 100BENDOR97703931062982501(C)(3)$9,500$0YOUTH FOSTER CARE
CO COMMUNITY COLLEGE
2600 NW COLLEGE WAYBENDOR97701930505827MUNI CORP$7,500$0COLLEGE NURSING PROGRAM
CO COUNCIL ON AGING
373 NE Greenwood AveBENDOR97701930661229501(C)(3)$15,000$0MEALS ON WHEELS PROGRAM
CO VETERANS RANCH
65920 61st StBENDOR97703371755279501(C)(3)$20,000$0IMPROVE QUALITY OF LIFE FOR VETS
FAMILY ACCESS NETWORK
2125 NE DAGGETT LNBENDOR97701203534560501(C)(3)$8,500$0Access to basic needs for children
FAMILY KITCHEN
469 NW WALL STBENDOR97701930427371501(C)(3)$10,000$0FREE COMMUNITY MEALS
GIVING PLATE
61445 S HWY 97 SBENDOR97702800553186501(C)(3)$10,000$0COMMUNITY FOOD BANK
J BAR J YOUTH SERVICES
62895 Hamby RdBENDOR97701930677650501(C)(3)$10,000$0FACILITY SERVING YOUTH OFFENDERS
JEFFERSON CNTY FAITH BASED
278 Southeast 8th StreetMADRASOR97741461018517501(C)(3)$10,000$0COMMUNITY IMPROVEMENT
KIDS CLUB JEFFERSON COUNTY
410 SW 4TH STMADRASOR97741461018517501(C)(3)$10,000$0KIDS OPPORTUNITIES AND ACTIVITIES
LA PINE COMMUNITY KITCHEN
16480 FINLEY BUTTE RDLA PINEOR97739202087631501(C)(3)$6,900$0Provide food & clothing
LEADERSHIP BEND FOUNDATION
777 nw Wall St STE 200BENDOR97701931224982501(C)(3)$11,500$0Community leadership development
MADRAS AQUATIC CENTER SPECIAL
1195 SE Kemper WayMADRASOR97441205757201SPECIAL DISTRICT$28,790$0After school and summer programs
PRINEVILLE SNR CENTER TRUST
180 NE BLEKNAP STPRINEVILLEOR97754931326625501(C)(3)$7,000$0SERVICES FOR SENIORS
REDMOND OASIS VILLAGE PROJECT
PO BOX 553PRINEVILLEOR97754931326625501(C)(3)$8,475$0Alcohol Misuse Prevention
RONALD MCDONALD HOUSE
1700 NE PURCELL BLVDBENDOR97701931125838501(C)(3)$9,000$0LODGING FOR FAMILIES
SAMARA LEARNING CENTER
230 NE 9TH STBENDOR97701465701194501(C)(3)$7,000$0DIVERSITY TRAINING
SAVING GRACE
1004 NW MILWAUKEE AVE 100BENDOR97701930797194501(C)(3)$10,000$0Family Violence Abuse & Services
SERENITY LANE
PO BOX 8549COBURGOR97408930606316501(C)(3)$10,500$0ALCOHOL MISUSE PREVENTION
SHEPHERDS HOUSE
PO Box 5484BENDOR97708753207723501(C)(3)$10,550$0Homeless shelter and services
SISTERS COLD WEATHER SHELTER
PO BOX 1782SISTERSOR97759930716745501(C)(3)$7,500$0BASIC NEEDS
SISTERS RODEO ASSN
67637 HWY 220SISTERSOR97759930716745501(c)(4)$6,000$0Community Event Sponsorship
ST CHARLES FOUNDATION
2500 NE Neff RdBENDOR97701943076293501(c)(3)$15,695$0To support fundraising activities
STOKE AWARENESS OREGON
695 SW Mill View WayBENDOR97701824216575501(C)(3)$5,750$0Support for Seniors in the Communit
TOUR DES CHUTES
70 SW Century Dr STE 100-273BENDOR97702202006038501(C)(3)$10,000$0SUPPORTS CANCER CARE
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Absalon Jeffrey MD
CHIEF PHYSICIAN EXECUTIVE$348,995$50,000$424,625$61,935$17,028$902,583$207,173
Adams Aaron
CEO Bend & Redmond$159,988$447,467$11,200$9,959$628,614
BERRY REBECCA
VP HUMAN RESOURCES$302,703$100,000$64,207$50,777$19,057$536,744$31,223
Binder Darren
Secretary$370,045$100,000$100,621$65,747$29,580$665,993$68,478
BRICKHOUSE JEREMIAH
SVP/CIO$347,636$102,500$52,241$60,944$26,059$589,380$39,764
CHING JOAN
VP CHIEF NURSING$325,269$100,000$2,216$18,300$21,002$466,787
Clover Todd MD
Physician$686,091$83,303$21,272$18,300$29,787$838,753
Dixon Jennifer MD
Physician$828,738$21,045$18,300$22,090$890,173
FREEMAN RICHARD
PRESIDENT SCMG$87,233$465,800$8,498$5,338$566,869
GOLDA DAVID
VP HOSPITAL ADMIN BEND/REDMOND$259,662$280$7,935$16,561$25,315$309,753
Gordon Steve
President$516,732$120,947$8,477$646,156
Gulvin Joshua MD
Physician$669,996$83,998$26,025$18,300$29,610$827,929
GUYN JIM MD
SVP POPULATION HEALTH$293,173$100,000$48,558$56,569$20,335$518,635$38,269
HALLETT MARK
Chief Clinical Officer$490,115$2,500$59,698$52,800$21,112$626,225
MARCHIANDO ROD
SVP IMPROVEMENT & STRATEGY$174,982$50,000$298,199$39,028$16,914$579,123$99,287
Martin William MD
Physician$627,501$80,107$21,327$18,300$29,809$777,044
OSTROM JULIE
SR DIRECTOR PERIOP & CARDIO$210,218$2,500$8,387$13,808$25,699$260,612
POWELL MICHAEL
CHIEF PHARMACY OFFICER$212,366$5,662$13,630$25,344$257,002
ROBINSON DEBRA
CNO BEND$248,492$500$11,505$15,920$22,962$299,379
SHIELDS TODD
VP HOSPITAL ADMIN PRINEVILLE/MADRAS$225,192$8,149$14,578$25,067$272,986
SIMMONS IMAN
SVP COO$484,783$102,500$80,390$78,823$26,217$772,713$55,731
Slater Matthew MD
Physician$869,709$18,238$18,300$22,193$928,440
Sluka Joseph
President$710,204$52,407$363,134$114,117$16,840$1,256,702$205,159
Swafford Matthew
Senior VP/CFO$505,445$100,000$8,458$80,101$29,523$723,527

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1a: Relevant information in regards to selections on 1a.
Part I, Line 7: Non-Fixed payments not listed aboveThe St. Charles Board of Directors approved a discretionary bonus to recognize the executive team for their extraordinary work and efforts in leading during the COVID-19 pandemic and to ensure retention. Other key employees received bonuses for recognition of services above and beyond to St. Charles, referral bonuses, or wellness bonuses.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HOSPITAL FACILITY AUTHORI
A9309911820000000002022-05-17$75,260,000SEE PART VIfalsefalsefalse
HOSPITAL FACILITY AUTHORI
B930991182250336DY72016-10-12$114,801,653SEE PART VIfalsefalsefalse
HOSPITAL FACILITY AUTHORI
C930991182250336EY62020-10-22$51,302,850SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrUnspentUnspentAmt
A$75,260,000$260,000$75,000,000Yes (true)falseYes (true)Yes (true)
B$115,768,627$1,200,176$45,969,500falseYes (true)Yes (true)Yes (true)$7,055,000$2,334$68,596,6172020
C$51,343,229falsefalsefalseYes (true)$51,343,229

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
AfalseYes (true)falseYes (true)Yes (true)0.007000.00700Yes (true)falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falseYes (true)Yes (true)
CfalsefalsefalsefalseYes (true)falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)Yes (true)falsefalsefalsefalseYes (true)
BfalsefalsefalseYes (true)falsefalseYes (true)Yes (true)
CfalseYes (true)falsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationColumn A: Part I (f) - The Bonds were issued for the purpose of making a loan to the Borrower. The proceeds were used to (i) refinance the Authority's Series 2014 Bonds originally issued on 4/1/2014, and (ii) to pay costs of issuance.Column A: Part III, line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code.Column A: Part IV, Line 2(b) - The current refunding portion of the bonds met the 6-month exception to rebate.Column B: Part I(f) - The Series 2016A Bonds were issued to finance capital projects, advance refunded the Borrower's 2005B Bonds which were issued on December 21, 2005 and to pay costs of issuance relating to the Column B: Part II, Line 3 - The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds.Column B: Part III, line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code.Column B: Part IV, Line 2C - The rebate computation for Series 2016A dated November 28, 2021 was completed by BLX Group LLC and states no rebate due.Column C: Part I (f) - The Bonds were issued to pay costs of capital improvements to the Borrower's health care system.Column C: Part II, Line 3 - The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds.Column C: Part III, line 7 - As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonDavid LiedmanPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionEmployeeRelationshipDescriptionTxt
Transaction$65,875TransactionAmt
TransactionCompensationTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationPart IV: David Liedman was employed at St. Charles Health System Inc. He is a family member of an officer of St. Charles, who is listed on Form 990, Part VII.ExplanationTxt

Schedule M IRS990ScheduleM

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution45ContributionCnt
Noncash Contributions Rpt F990$32,551NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OR STATEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dOTHER PROGRAM SERVICES 4: Behavioral Health, Psychiatric Emergency and rents from affiliates. OTHER PROGRAM SERVICES 5: ST CHARLES PRINEVILLE CAH OTHER PROGRAM SERVICES 6: ST CHARLES CLINICSST CHARLES CLINICS INCLUDES A GROUP OF MEDICAL CLINICS OWNED AND OPERATED BY ST. CHARLES HEALTH SYSTEM. THESE CLINICS ARE LOCATED THROUGHOUT THE REGION AND PROVIDE OUTPATIENT SERVICES SUCH AS CANCER CARE, OB/GYN, PULMONARY CARE, SLEEP DISORDER RESOURCES, HEART SERVICES AND PRIMARY CARE. SCMG PROVIDED OVER 156,600 VISITS IN BEND CLINICS, 72,400 VISITS IN REDMOND CLINICS, 8,400 VISITS IN THE SISTERS CLINIC, 26,500 VISITS IN PRINEVILLE CLINICS, 12,800 IN THE MADRAS CLINICS AND 9,600 IN LA PINE CLINICS IN 2022. SCMG ALSO OPERATES THREE IMMEDIATE CARE CLINICS TO PROVIDE LOW-COST URGENT CARE SERVICES TO THE COMMUNITY; THE URGENT CARE CLINICS PROVIDED SERVICES FOR MORE THAN 48,000 PATIENT VISITS IN 2022. OTHER PROGRAM SERVICES 7: Home Health/Hospice OTHER PROGRAM SERVICES 8: Net Gain/(Loss)on sale of inventory OTHER PROGRAM SERVICES 9: Healthcare JV Income/(Loss) OTHER PROGRAM SERVICES 10: OTHER PROGRAM SERVICES 11: Medical Records & Dues OTHER PROGRAM SERVICES 12: Supply Sales & Service Fees OTHER PROGRAM SERVICES 13: Education Programs OTHER PROGRAM SERVICES 14: Other Fees OTHER PROGRAM SERVICES 15: Interest OTHER PROGRAM SERVICES 16: Reimbursed Salaries
Form 990, Part VI, Section A, Line 4In 2022, the Board approved its Tenth Amended and Restaed Bylaws to clarify the staggering of director terms and to add an evaluative term for new directors. The Board also approved its Eleventh Amended and restated Bylays which decreased the minimum number of directors from 10 to 9.
Form 990, Part VI, Section B, Line 11bThe 990 was prepared internally and reviewed by an external consultant. It was also reviewed by the organization's VP Finance and CFO. It was provided to the Audit & Compliance Committee to provide them an opportunity to review before filing.
Form 990, Part VI, Section B, Line 12cThe policy covers any SCHS director, principal officer, or member of a committee (hereinafter referred to as fiduciary) with powers delegated by the SCHS Board of Directors (the Board) who has a direct or indirect financial interest in SCHS or any entity within SCHS. This policy is intended to ensure that the business conducted by SCHS is free from the influence of actual or potential conflicts of interests by any SCHS fiduciary. Each fiduciary shall annually complete the Conflict of Interest Questionnaire. This completed form is automatically submitted to the SCHS VP Chief Compliance Officer who will evaluate the completed forms and present a report to the Governance Committee . The fiduciary is also required to update his/her responses to the Conflict of Interest Questionnaire should any new information regarding an actual or potential conflict of interest for that fiduciary arise. In addition, should a subsequent conflict arise after the submission of the previously completed Conflict of Interest Questionnaire each fiduciary shall orally disclose, prior to the Boards or the relevant committees consideration of a proposed transaction or arrangement, the existence of any financial interest that he or she may have with respect to the transaction or arrangement. The board will then review the transaction or arrangement to determine if it is in SCHS's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement.
Form 990, Part VI, Section B, Line 15aSCHS utilizes an independent outside consultant to provide comparability data regarding compensation for the CEO and top management officials. The analysis covers all elements of total compensation. The CEO's compensation is reviewed and approved by the Board of Directors following a compensation review. The most recent study for the CEO and top management officials was performed in November of 2021.
Form 990, Part VI, Section B, Line 15bSCHS utilizes an independent outside consultant to provide comparability data regarding compensation for the Key Employees. The analysis covers all elements of total compensation. The compensation is reviewed by the Board of Directors following a compensation review. The evaluation and review process is prescribed in an internal policy and the process is documented. The most recent study for the key employees was performed in November of 2021.SCHS utilized an independent outside consultant to determine the pros and cons of establishing board compensation. In February 2010 the consultant presented its findings to the St. Charles board governance committee advising that board members not be involved in determining any level of compensation for the board. An external committee was selected to review the consultants analysis along with management recommendations and agreed that compensation for the SCHS board of directors is warranted and will assist in retaining and recruiting highly qualified board members.
Form 990, Part VI, Section C, Line 19Governing documents are available upon request. The Conflict of Interest policy is available to employees through a shared document management system. Financial reports are shared with employees monthly. Audited financial statements are available to the public upon request and on the internet at https://emma.msrb.org/Home/Index.
Form 990, Part XI, Line 9DISTRIBUTIONS PAID TO NONCONTROLLING JOINT VENTURE OWNERS = -$11186350
Form 990, Part XI, Line 9JOINT VENTURE ASSET ADJUSTMENT = $57437

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Cascade Medical Buildings LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 NE Neff RdAddressLine1Txt
CityBendCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd
FieldValueIRS element (for citing)
EIN270037327EIN
Primary ActivitiesReal Estate RentalPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Total Income$1,418,373TotalIncomeAmt
End Of Year Assets$28,508,815EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1St Charles Health System IncBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ST CHARLES FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 NE NEFF ROADAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd
FieldValueIRS element (for citing)
EIN943076293EIN
Primary ActivitiesRAISES FUNDS FOR SCHS & CMNTY PROGRAMSPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SCHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
CASCADE MEDICAL IMAGING LLC
1460 NE MEDICAL CENTER DRIVEBENDOR97701850484640IMAGING SERVICESORSCHSRELATED$23,867,861$2,896,292falseYes (true)0.70000
HEART CENTER OF THE CASCADES
2500 NE NEFF RDBENDOR97701383724947MEDICAL BUILDINGORNARELATED$359,810$159,395falseYes (true)0.50000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 NE NEFF RDAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97701ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesCRUTPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ST CHARLES FOUNDATION
b$15,695BOOK VALUE
ST CHARLES FOUNDATION
c$1,371,544BOOK VALUE
ST CHARLES FOUNDATION
o$395,129BOOK VALUE
ST CHARLES FOUNDATION
p$104,304BOOK VALUE
CASCADE MEDICAL IMAGING LLC
j$210,682BOOK VALUE
CASCADE MEDICAL IMAGING LLC
l$1,309BOOK VALUE
CASCADE MEDICAL IMAGING LLC
m$48,601,117BOOK VALUE
CASCADE MEDICAL IMAGING LLC
p$195,145BOOK VALUE
CASCADE MEDICAL IMAGING LLC
q$4,893,375BOOK VALUE
CASCADE MEDICAL IMAGING LLC
s$26,101,484CASH
HEART CENTER OF THE CASCADES
d$3,226,000BOOK VALUE
HEART CENTER OF THE CASCADES
j$113,600BOOK VALUE
HEART CENTER OF THE CASCADES
k$1,722,853BOOK VALUE
HEART CENTER OF THE CASCADES
m$331,930BOOK VALUE
HEART CENTER OF THE CASCADES
s$240,000CASH