2023-11-13T16:14:46-08:00 2022-12-31 990 2022-01-01 930602940 St Charles Health System Inc STCH 5417067707 2500 NE Neff Rd BEND OR 97701 Swafford Matthew SENIOR VP/CFO 2023-11-13 MATTHEW SWAFFORD 999009999 true 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Sluka Joseph 2500 NE Neff Rd BEND OR 97701 1710059417 false X http://www.stcharleshealthcare.org/ X 2001 OR Mission: In a spirit of love and compassion, better health, better care, better value. Vision: Creating America's healthiest community, together. 9 9 5459 578 8849704 2409554 1881259 973937481 1025909044 12931650 59533284 15860506 11817541 1005139191 1099141128 661782 420671 0 567949933 633617332 0 499434 436413605 439355295 1005025320 1073393298 113871 25747830 1474240242 1282243802 612639784 552201940 861600458 730041862 X To 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. false false 573075317 420671 734118082 St 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. 105779985 66449711 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. 86127044 87542962 St 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. 102082044 140623610 867064390 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true false true true true false false false false false false false true false true false false false true true true false false false true 302 0 true 5459 true true true false false false false false false 0 false false false false false true false X 9 9 false false true false false false false true true false true true true true true true true true true true true true OR X MATTHEW SWAFFORD 5417067707 2500 NE Neff Rd BEND OR 97701 Sluka Joseph President 50.00 1.00 X 1125745 0 130957 Slater Matthew MD Physician 50.00 0.00 887947 0 40493 Absalon Jeffrey MD CHIEF PHYSICIAN EXECUTIVE 50.00 0.00 823620 0 78963 Dixon Jennifer MD Physician 50.00 0.00 849783 0 40390 Clover Todd MD Physician 50.00 0.00 790666 0 48087 Gulvin Joshua MD Physician 50.00 0.00 780019 0 47910 Martin William MD Physician 50.00 0.00 728935 0 48109 SIMMONS IMAN SVP COO 50.00 1.00 667673 0 105040 Swafford Matthew Senior VP/CFO 50.00 0.00 X 613903 0 109624 Binder Darren Secretary 50.00 1.00 X 570666 0 95327 Gordon Steve President 50.00 1.00 X 637679 0 8477 Adams Aaron CEO Bend & Redmond 50.00 0.00 607455 0 21159 HALLETT MARK Chief Clinical Officer 50.00 0.00 552313 0 73912 BRICKHOUSE JEREMIAH SVP/CIO 50.00 1.00 502377 0 87003 MARCHIANDO ROD SVP IMPROVEMENT & STRATEGY 20.00 20.00 523181 0 55942 FREEMAN RICHARD PRESIDENT SCMG 50.00 0.00 553033 0 13836 BERRY REBECCA VP HUMAN RESOURCES 50.00 0.00 466910 0 69834 GUYN JIM MD SVP POPULATION HEALTH 50.00 1.00 441731 0 76904 CHING JOAN VP CHIEF NURSING 50.00 1.00 427485 0 39302 GOLDA DAVID VP HOSPITAL ADMIN BEND/REDMOND 50.00 0.00 267877 0 41876 ROBINSON DEBRA CNO BEND 50.00 0.00 260497 0 38882 SHIELDS TODD VP HOSPITAL ADMIN PRINEVILLE/MADRAS 50.00 0.00 233341 0 39645 OSTROM JULIE SR DIRECTOR PERIOP & CARDIO 50.00 0.00 221105 0 39507 POWELL MICHAEL CHIEF PHARMACY OFFICER 50.00 0.00 218028 0 38974 Orlikoff James Chairman 15.00 0.00 X X 44000 0 0 Schuette Dan Director 10.00 0.00 X 37500 0 0 Handkins Shelly Director 5.00 0.00 X 27500 0 0 Rhoads Ann Director 5.00 0.00 X 25000 0 0 Schmid Corey Director 5.00 0.00 X 22500 0 0 O'Brien Jenny Director 5.00 0.00 X 20000 0 0 Terhes John MD Director 5.00 0.00 X 12500 0 0 Bullock Jon Director 5.00 0.00 X 10000 0 0 Jarvis Sam Director 5.00 0.00 X 10000 0 0 13960969 1390153 1424 false true false CASCADE MEDICAL IMAGING LLC 1460 NE MEDICAL CENTER DR BEND OR 97701 IMAGING SERVICES 47673579 CENTRAL OREGON MRI LLC PO BOX 6059 BEND OR 97708 MRI SERVICES 6140565 MAYO COLLABORATIVE SERVICES INC PO BOX 9146 MINNEAPOLIS MN 55480 LAB SERVICES 2879180 BEND ANESTHESIOLOGY GROUP 150 W CIVIC CENTER DR STE 200 SANDY UT 84070 ANESTHESIOLOGY 2625770 OBHG OREGON PC 777 LOWNDES HILL RD BUILDING 1 GREENVILLE SC 29607 HOSPITALIST SERVICES 1455505 44 X 1371544 489114 20601 32551 1881259 ST CHARLES BEND CAMPUS 900099 734118082 734118082 ST CHARLES CLINICS 621110 66449711 66449711 ST CHARLES MADRAS CAH 900099 56567280 56567280 ST CHARLES PRINEVILLE CAH 900099 52348336 52348336 ST CHARLES REDMOND CAMPUS 900099 87542962 87542962 28882673 28882673 1025909044 214177 214177 0 0 143682 1169 142513 142513 142513 668204479 1824200 609205572 1504000 58998907 320200 59319107 59319107 0 0 339436 207548 131888 131888 Healthcare JV Income 900099 1727162 1727162 IT Support 540000 8849704 8849704 Medical Records & Dues 900099 265799 265799 700475 700475 11543140 1099141128 1028734368 8849704 59675797 420671 420671 0 0 0 11088785 11088785 0 503671117 423982243 79401291 287583 18067909 15394931 2659322 13656 71616195 51582989 19958257 74949 29173326 23430106 5723962 19258 0 5547229 294 5546935 292714 292714 70000 70000 0 2204107 2204107 94732096 74571646 20102079 58371 571627 93616 477971 40 7451330 6123520 1320664 7146 24824129 291292 24529545 3292 0 10221416 8404565 1816851 1194369 936011 255860 2498 0 1036594 459827 559412 17355 11767628 166183 11601445 1947335 753591 1191392 2352 40186302 28878205 11308097 3116372 2269 3114103 MEDICAL SUPPLIES 164034057 164780540 -746483 PROVIDER TAX EXPENSE 47999115 47999115 MAINTENTANCE AND REPAIRS 9780464 8025633 1754831 PATIENT SUPPORT 5966239 5425924 540315 6412172 5341219 1058019 12934 1073393298 867064390 205829474 499434 84941955 32297191 39783995 59788018 0 124967770 124132362 0 0 0 17078842 17069644 11921558 15638658 899055289 523087309 404044209 375967980 714991766 578755147 57600066 57581065 3742636 3754883 4555930 4544402 10611515 12714452 1474240242 1282243802 136465358 140729527 65803857 6328516 369522227 362597544 25492308 27853925 15356034 14692428 612639784 552201940 X 861600458 730041862 861600458 730041862 1474240242 1282243802 X 25747830 -146177513 -11128913 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 8097 false true 118958 127055 false false Part II-B, Line 1i - Other Activities Description ST. 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 6371633 -455516 57904 28151 5830062 5634453 1023377 256941 29256 6371633 5295153 100250 493847 58150 169830 26817 5634453 4702154 325 728943 113389 22880 5295153 4902009 2440 -127411 51407 23477 4702154 0.60170 0.28900 0.10930 false true true 20352207 20352207 500739152 235608375 265130777 8503085 6982157 1520928 339975451 262295503 77679948 29485394 18201274 11284120 375967980 JOINT VENTURES 3754883 C COST REPORT SETTLEMENT EST LIABILITIES 4563428 PROF LIAB INSURANCE 10129000 14692428 X 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 Footnote The 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. true true X true X 300.000000000 true X true true false false true true 33267 13205238 13205238 0.01230 208836 254343008 176134780 78208228 0.07290 242103 267548246 176134780 91413466 0.08520 6037 756887 756887 0.00070 2282 1705711 395337 1310374 0.00120 499 27457 27457 2000 1223696 1223696 0.00110 10818 3713751 395337 3318414 0.00300 252921 271261997 176530117 94731880 0.08820 205634 317159 317159 0.00030 205634 317159 317159 0.00030 true 203798739 253718025 -49919286 X true true Cascade Medical Imaging LLC CT, Mammography and Other 0.70000 0.30000 Central Oregon Magnetic Res Magnetic Resonance Imaging 0.33300 0.66700 Heart Center of the Cascade Owns & manages a medical bu 0.50000 0.50000 Cascade SurgiCenter LLC Outpatient surgery 0.50000 0.50000 4 1 St Charles Bend 2500 NE NEFF RD BEND OR 97701 X X X A 2 St Charles Prineville 384 SE COMBS FLAT RD PRINEVILLE OR 97754 X X X X B 3 St Charles Madras 470 NE A St Madras OR 97741 X X X X B 4 St Charles Redmond 1253 NW Canal Boulevard Redmond OR 97756 X X X A A 14 false false true X X X X X X X X X 22 true true false true X SEE PART V SECTION C SUPPLEMENTAL INFO X true 22 true SEE PART V SECTION C SUPPLEMENTAL INFO false false true X 300.0000 400.0000 X X X X true true X X X true X SEE PART V SECTION C SUPPLEMENTAL INFO X SEE PART V SECTION C SUPPLEMENTAL INFO X SEE PART V SECTION C SUPPLEMENTAL INFO X X X X X X X true X false X X X X X true X false false B 23 false false true X X X X X X X X X 22 true false false true X SEE PART V SECTION C SUPPLEMENTAL INFO X true 22 true SEE PART V SECTION C SUPPLEMENTAL INFO false false true X 300.0000 400.0000 X X X X true true X X X true X SEE PART V SECTION C SUPPLEMENTAL INFO X SEE PART V SECTION C SUPPLEMENTAL INFO X SEE PART V SECTION C SUPPLEMENTAL INFO X X X X X X X true X false X X X X X true X false false Facility: A 1, 4 - Part V, Section B, Line 5 The 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 5 The 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 6a St. Charles Bend & St. Charles Redmond Facility: A 1, 4 - Part V, Section B, Line 11 To 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 11 To 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 16j A 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 16j A 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 20e BEFORE 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 20e BEFORE 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. St Charles Heart & Lung Specialists 2500 NE Neff Rd Bend OR 97701 Heart and Lung Services Cascade Medical Imaging 1460 NE Medical Center Dr Bend OR 97701 Diagnostic imaging clinic St Charles Surgical Specialists Redmond 1245 NW 4th Street STE 101 Remdond OR 97756 Surgical Specialists St Charles Center for Womens Health Redmond 340 NW 5th Street Ste 101 Redmond OR 97756 OB/GYN Clinic St Charles Family Care Redmond 211 NW Larch Ave Redmond OR 97756 Primary Care Clinic St Charles Cancer Center 2500 NE Neff Rd Bend OR 97701 Outpatient Cancer center Sage View 1885 NE Purcell Blvd Bend OR 97701 Mental Health Services St Charles Family Care Bend East 2600 NE Neff Rd Bend OR 97701 Primary Care Clinic St Charles Family Care Prineville 384 SE Combs Flat Road Prineville OR 97754 Rural Health Clinic Wound Care & Ostomy Clinic Bend 2275 NE Doctors Dr Suite 9 Bend OR 97701 Wound & Ostomy Care St Charles Trauma & Acute Care 2275 NE Doctors Dr Suite 6 Bend OR 97701 Trauma and & Surgical Services St Charles Urgent Care South Bend 61250 SE Coombs Place Bend OR 97702 Urgent Care Clinic St Charles Hospice 2275 NE Doctors Dr Suite 5 Bend OR 97701 Hospice Care St Charles Sleep Center Bend 2042 NE Williamson Ct Bend OR 97701 Sleep Lab St Charles Family Care Bend South 61250 SE Coombs Place Bend OR 97702 Primary Care Clinic Behavioral Health 360 NW Bond St Suite 330 Bend OR 97701 Behavioral Health clinic St Charles Urgent Care La Pine 51781 Huntington Rd La Pine OR 97739 Urgent Care Clinic St Charles Urgent Care Prineville 384 SE Combs Flat Road Prineville OR 97754 Urgent Care Clinic St Charles Family Care Madras 480 NE A St Madras OR 97741 Primary Care Clinic Cascade Surgicenter 2200 NE Neff Rd 100 Bend OR 97701 Surgery Center St Charles Family Care La Pine 51781 Huntington Rd La Pine OR 97739 Primary Care Clinic St Charles Rheumatology 2600 NE Neff Rd Bend OR 97701 Rheumatology Clinic St Charles Neonatology 2500 NE Neff Rd Bend OR 97701 Neonatology Intensive Care Unit St Charles Family Care Sisters 630 N Arrowleaf Trail Sisters OR 97759 Primary Care Clinic St Charles Pulmonary Clinic Bend 2500 NE Neff Rd Bend OR 97701 Lung clinic St Charles Anticoagulation Clinic Bend 2275 NE Doctors Dr Suite 7 Bend OR 97701 Anticoag Clinic St Charles PEDAL Clinic 2036 NW Williamson Court Bend OR 97701 Pediatric Behavioral Health St Charles Sleep Center Redmond 655 NW Jackpine Ave Redmond OR 97756 Sleep Lab Central Oregon Magnetic Resonance Imaging 1460 NE Medical Center Dr Bend OR 97701 MRI Center St Charles Palliative Care 2275 NE Doctors Dr Suite 5 Bend OR 97701 Palliative Care St Charles East Infusion 2600 NE Neff Rd Bend OR 97701 Infusion Therapy Clinic St Charles Preoperative Medicine 2275 NE Doctors Dr Suite 6 Bend OR 97701 Care for Surgery Patients SCMG Imaging Redmond 211 NW Larch Ave Redmond OR 97756 Imaging Services St Charles Pulmonary Clinic Redmond 655 NW Jackpine Ave Redmond OR 97756 Lung clinic St Charles Infectious Disease 2965 NE Conners Ave Suite 127 Bend OR 97701 Infectious Disease Clinic Sisters School Based Health Clinic 640 N Arrowleaf Trail Sisters OR 97759 School Based Clinic St Charles Dietitians & Community Outreach 2036 NE Williamson Court Bend OR 97701 nutrition education and counseling Sister Diagnostic Radiology 630 N Arrowleaf Trail Sister OR 97759 Radiology Services St Charles Imaging Bend East 2600 NE Neff Rd Bend OR 97701 Imaging Services St Charles Imaging La Pine 51781 Huntington Rd La Pine OR 97739 Imaging Services St Charles Diabetes Clinic 2036 NE Williamson Court Bend OR 97701 Diabetes Clinic St Charles Urgent Care East Bend 2600 NE Neff Rd Bend OR 97701 Urgent Care Clinic St Charles Anticoagulation Clinic Redmond 655 NW Jackpine Ave Redmond OR 97756 Anticoag Clinic St Charles Laboratory Services La Pine 51781 Huntington Rd La Pine OR 97739 Outpatient Lab St Charles Preoperative Medicine LaPine 51781 Huntington Rd La Pine OR 97739 Periop Services Wound Care & Ostomy Clinic Madras 470 NE A Street Madras OR 97741 Wound & Ostomy Care St Charles Cancer Center Redmond 1541 NW Canal Blvd Redmond OR 97756 Outpatient Cancer Center St Charles Laboratory Services Redmond 1245 NW 4th Street Redmond OR 97756 Outpatient Lab Behavioral Health Redmond 916 SW 17th St Suite 202 Redmond OR 97756 Behavioral Health clinic St Charles Surgical Specialists Prineville 384 SE Combs Flat Rd Suite 1200 Prineville OR 97754 Surgical Specialists St Charles Surgical Specialists Madras 470 NE A St Madras OR 97741 Surgical Specialists St Charles Laboratory Services Madras 470 NE A Street Madras OR 97741 Outpatient Lab St Charles Preoperative Medicine Redmond 916 SW 17th St Redmond OR 97756 Periop Services St Charles Heart & Lung Specialists Redmond 655 NW Jackpine Ave Redmond OR 97756 Heart and Lung Services Part I, Line 7 - Explanation of Costing Methodology The 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 Expense When 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 Benefit SCHS 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 Expense See page 14, footnote 4 "Net Patient Service Revenue", in the attached Audited Financial Statements. Part III, Line 8 - Explanation Of Shortfall As Community Benefit As 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 Patients Collection 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 Assessment St. 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 Assistance The 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 Information DESCHUTES 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 Activities Our 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 Health SCHS 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 Report OR Part VI - Additional Information URL 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 false CASA OF CENTRAL OR 1029 NW 14TH ST STE 100 BEND OR 97703 931062982 501(C)(3) 9500 0 YOUTH FOSTER CARE CO COMMUNITY COLLEGE 2600 NW COLLEGE WAY BEND OR 97701 930505827 MUNI CORP 7500 0 COLLEGE NURSING PROGRAM CO COUNCIL ON AGING 373 NE Greenwood Ave BEND OR 97701 930661229 501(C)(3) 15000 0 MEALS ON WHEELS PROGRAM CO VETERANS RANCH 65920 61st St BEND OR 97703 371755279 501(C)(3) 20000 0 IMPROVE QUALITY OF LIFE FOR VETS FAMILY ACCESS NETWORK 2125 NE DAGGETT LN BEND OR 97701 203534560 501(C)(3) 8500 0 Access to basic needs for children FAMILY KITCHEN 469 NW WALL ST BEND OR 97701 930427371 501(C)(3) 10000 0 FREE COMMUNITY MEALS GIVING PLATE 61445 S HWY 97 S BEND OR 97702 800553186 501(C)(3) 10000 0 COMMUNITY FOOD BANK J BAR J YOUTH SERVICES 62895 Hamby Rd BEND OR 97701 930677650 501(C)(3) 10000 0 FACILITY SERVING YOUTH OFFENDERS JEFFERSON CNTY FAITH BASED 278 Southeast 8th Street MADRAS OR 97741 461018517 501(C)(3) 10000 0 COMMUNITY IMPROVEMENT KIDS CLUB JEFFERSON COUNTY 410 SW 4TH ST MADRAS OR 97741 461018517 501(C)(3) 10000 0 KIDS OPPORTUNITIES AND ACTIVITIES LA PINE COMMUNITY KITCHEN 16480 FINLEY BUTTE RD LA PINE OR 97739 202087631 501(C)(3) 6900 0 Provide food & clothing LEADERSHIP BEND FOUNDATION 777 nw Wall St STE 200 BEND OR 97701 931224982 501(C)(3) 11500 0 Community leadership development MADRAS AQUATIC CENTER SPECIAL 1195 SE Kemper Way MADRAS OR 97441 205757201 SPECIAL DISTRICT 28790 0 After school and summer programs PRINEVILLE SNR CENTER TRUST 180 NE BLEKNAP ST PRINEVILLE OR 97754 931326625 501(C)(3) 7000 0 SERVICES FOR SENIORS REDMOND OASIS VILLAGE PROJECT PO BOX 553 PRINEVILLE OR 97754 931326625 501(C)(3) 8475 0 Alcohol Misuse Prevention RONALD MCDONALD HOUSE 1700 NE PURCELL BLVD BEND OR 97701 931125838 501(C)(3) 9000 0 LODGING FOR FAMILIES SAMARA LEARNING CENTER 230 NE 9TH ST BEND OR 97701 465701194 501(C)(3) 7000 0 DIVERSITY TRAINING SAVING GRACE 1004 NW MILWAUKEE AVE 100 BEND OR 97701 930797194 501(C)(3) 10000 0 Family Violence Abuse & Services SERENITY LANE PO BOX 8549 COBURG OR 97408 930606316 501(C)(3) 10500 0 ALCOHOL MISUSE PREVENTION SHEPHERDS HOUSE PO Box 5484 BEND OR 97708 753207723 501(C)(3) 10550 0 Homeless shelter and services SISTERS COLD WEATHER SHELTER PO BOX 1782 SISTERS OR 97759 930716745 501(C)(3) 7500 0 BASIC NEEDS SISTERS RODEO ASSN 67637 HWY 220 SISTERS OR 97759 930716745 501(c)(4) 6000 0 Community Event Sponsorship ST CHARLES FOUNDATION 2500 NE Neff Rd BEND OR 97701 943076293 501(c)(3) 15695 0 To support fundraising activities STOKE AWARENESS OREGON 695 SW Mill View Way BEND OR 97701 824216575 501(C)(3) 5750 0 Support for Seniors in the Communit TOUR DES CHUTES 70 SW Century Dr STE 100-273 BEND OR 97702 202006038 501(C)(3) 10000 0 SUPPORTS CANCER CARE 24 1 X X true true X X X X X true true false false false false false true false Absalon Jeffrey MD CHIEF PHYSICIAN EXECUTIVE 348995 50000 424625 61935 17028 902583 207173 Adams Aaron CEO Bend & Redmond 159988 447467 11200 9959 628614 BERRY REBECCA VP HUMAN RESOURCES 302703 100000 64207 50777 19057 536744 31223 Binder Darren Secretary 370045 100000 100621 65747 29580 665993 68478 BRICKHOUSE JEREMIAH SVP/CIO 347636 102500 52241 60944 26059 589380 39764 CHING JOAN VP CHIEF NURSING 325269 100000 2216 18300 21002 466787 Clover Todd MD Physician 686091 83303 21272 18300 29787 838753 Dixon Jennifer MD Physician 828738 21045 18300 22090 890173 FREEMAN RICHARD PRESIDENT SCMG 87233 465800 8498 5338 566869 GOLDA DAVID VP HOSPITAL ADMIN BEND/REDMOND 259662 280 7935 16561 25315 309753 Gordon Steve President 516732 120947 8477 646156 Gulvin Joshua MD Physician 669996 83998 26025 18300 29610 827929 GUYN JIM MD SVP POPULATION HEALTH 293173 100000 48558 56569 20335 518635 38269 HALLETT MARK Chief Clinical Officer 490115 2500 59698 52800 21112 626225 MARCHIANDO ROD SVP IMPROVEMENT & STRATEGY 174982 50000 298199 39028 16914 579123 99287 Martin William MD Physician 627501 80107 21327 18300 29809 777044 OSTROM JULIE SR DIRECTOR PERIOP & CARDIO 210218 2500 8387 13808 25699 260612 POWELL MICHAEL CHIEF PHARMACY OFFICER 212366 5662 13630 25344 257002 ROBINSON DEBRA CNO BEND 248492 500 11505 15920 22962 299379 SHIELDS TODD VP HOSPITAL ADMIN PRINEVILLE/MADRAS 225192 8149 14578 25067 272986 SIMMONS IMAN SVP COO 484783 102500 80390 78823 26217 772713 55731 Slater Matthew MD Physician 869709 18238 18300 22193 928440 Sluka Joseph President 710204 52407 363134 114117 16840 1256702 205159 Swafford Matthew Senior VP/CFO 505445 100000 8458 80101 29523 723527 Part I, Line 1a: Relevant information in regards to selections on 1a. Part I, Line 7: Non-Fixed payments not listed above The 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. A HOSPITAL FACILITY AUTHORI 930991182 000000000 2022-05-17 75260000 SEE PART VI false false false B HOSPITAL FACILITY AUTHORI 930991182 250336DY7 2016-10-12 114801653 SEE PART VI false false false C HOSPITAL FACILITY AUTHORI 930991182 250336EY6 2020-10-22 51302850 SEE PART VI false false false A 75260000 260000 75000000 true false true true B 7055000 115768627 2334 1200176 68596617 45969500 2020 false true true true C 51343229 51343229 false false false true A false true false true true 0.00700 0.00700 true false true B false true true true true true true false true C false false false false true false true A false true true false false false false true B false false false true false false true true C false true false false false false false true A true B true C true Part VI Column 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. David Liedman Employee 65875 Compensation false Schedule L, Part V Supplemental Information Part 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. X 45 32551 COST OR STATED false false false Form 990, Part III, Line 4d OTHER 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 4 In 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 11b The 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 12c The 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 15a SCHS 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 15b SCHS 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 19 Governing 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 9 DISTRIBUTIONS PAID TO NONCONTROLLING JOINT VENTURE OWNERS = -$11186350 Form 990, Part XI, Line 9 JOINT VENTURE ASSET ADJUSTMENT = $57437 Cascade Medical Buildings LLC 2200 NE Neff Rd Bend OR 97701 270037327 Real Estate Rental OR 1418373 28508815 St Charles Health System Inc ST CHARLES FOUNDATION 2500 NE NEFF ROAD BEND OR 97701 943076293 RAISES FUNDS FOR SCHS & CMNTY PROGRAMS OR 501(C)(3) 7 SCHS true CASCADE MEDICAL IMAGING LLC 1460 NE MEDICAL CENTER DRIVE BEND OR 97701 850484640 IMAGING SERVICES OR SCHS RELATED 23867861 2896292 false true 0.70000 HEART CENTER OF THE CASCADES 2500 NE NEFF RD BEND OR 97701 383724947 MEDICAL BUILDING OR NA RELATED 359810 159395 false true 0.50000 CHARITABLE REMAINDER TRUST 2500 NE NEFF RD BEND OR 97701 CRUT OR NA TRUST false false true true true false false false false false true true true true false true true true false true ST CHARLES FOUNDATION b 15695 BOOK VALUE ST CHARLES FOUNDATION c 1371544 BOOK VALUE ST CHARLES FOUNDATION o 395129 BOOK VALUE ST CHARLES FOUNDATION p 104304 BOOK VALUE CASCADE MEDICAL IMAGING LLC j 210682 BOOK VALUE CASCADE MEDICAL IMAGING LLC l 1309 BOOK VALUE CASCADE MEDICAL IMAGING LLC m 48601117 BOOK VALUE CASCADE MEDICAL IMAGING LLC p 195145 BOOK VALUE CASCADE MEDICAL IMAGING LLC q 4893375 BOOK VALUE CASCADE MEDICAL IMAGING LLC s 26101484 CASH HEART CENTER OF THE CASCADES d 3226000 BOOK VALUE HEART CENTER OF THE CASCADES j 113600 BOOK VALUE HEART CENTER OF THE CASCADES k 1722853 BOOK VALUE HEART CENTER OF THE CASCADES m 331930 BOOK VALUE HEART CENTER OF THE CASCADES s 240000 CASH