2025-05-14T10:37:03-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2023-07-01 251010039 CLARION HOSPITAL CLAR 8142269500 ONE HOSPITAL DRIVE CLARION PA 16214 THOMAS S ALBANESI JR CPA FHFMA CFO 8142269500 2025-05-07 1 1 KELLY A BROCIOUS CPA P01254262 4126976400 2025-05-07 2023 2025-03-06 01:10:19Z KENNETH P DEFURIO ONE HOSPITAL DRIVE CLARION PA 16214 57876971 0 X WWW.INDEPENDENCE.HEALTH X 1951 PA CLARION HOSPITAL, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION. 12 7 442 7 0 0 60199 185156 57368215 56469504 509659 546559 408653 640481 58346726 57841700 0 0 0 0 22765440 20232208 0 0 0 34797828 35486507 57563268 55718715 783458 2122985 61215961 76216427 31893603 44161748 29322358 32054679 X CLARION HOSPITAL, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH. 0 0 41266587 56771934 CLARION HOSPITAL PROVIDED SERVICES TO 101,000 OUTPATIENTS AS WELL A 13,000 EMERGENCY ROOM VISITS. SERVICES INCLUDE, BUT ARE NOT LIMITED TO, RADIOLOGY SERVICES WHICH INCLUDE MRI, ULTRASOUND, CT, NUCLEAR MEDICINE AND X-RAY SERVICES, LABORATORY SERVICES, EKG AND PHYSICAL THERAPY SERVICES. CLARION HOSPITAL ALSO OFFERS SAME-DAY SURGERY, GENETIC COUNSELING, DRUG AND ALCOHOL TESTING, AND OUTPATIENT PHYSICAL THERAPY AND REHABILITATION SERVICES. CLARION HOSPITAL PROVIDED SERVICES TO 931 INPATIENTS FOR MEDICAL AND SURGICAL SERVICES AS WELL AS INTENSIVE CARE SERVICES. CLARION HOSPITAL ALSO OFFERS AN INPATIENT REHABILITATION CENTER WHERE PATIENTS WHO HAVE SUFFERED MAJOR INJURIES OR TRAUMA CAN HAVE 24-HOUR NURSING CARE, ALONGSIDE INTENSIVE PHYSICAL, OCCUPATIONAL, AND/OR SPEECH THERAPY, DURING THE YEAR 144 PATIENTS WERE ADMITTED TO THE INPATIENT REHABILITATION CENTER. CLARION HOSPITAL PROVIDED EDUCATION AND SCREENING OPPORTUNITIES FOR THE COMMUNITY. SUPPORT GROUPS AND CLASSES ARE AVAILABLE FOR PEOPLE WITH DIABETES. THE ORGANIZATION ALSO OFFERS CPR AND EMT TRAINING COURSES AS WELL AS ON-LINE NUTRITION AND HEALTHY LIFESTYLE COURSES. CLARION HOSPITAL PROVIDED EDUCATION AND SCREENING OPPORTUNITIES FOR THE COMMUNITY. SUPPORT GROUPS AND CLASSES ARE AVAILABLE FOR NEW MOTHERS/BABIES AND PEOPLE WITH DIABETES. 41266587 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 442 1 0 0 0 0 0 0 0 0 0 0 X 12 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THOMAS S ALBANESI JR CPA FHFMA 7248324561 ONE HOSPITAL WAY BUTLER PA 16001 KENNETH P DEFURIO PRESIDENT & CEO 10.00 50.00 X X 0 1082276 23946 PAUL BACHARACH CHAIRMAN 1.00 5.00 X X 0 0 0 TIMOTHY MORGUS VICE CHAIR 1.00 5.00 X X 0 0 0 PATRICK HAMPSON SECRETARY 1.00 5.00 X X 0 0 0 JEFFREY CURRY TREASURER 1.00 5.00 X X 0 0 0 JOHN REEFER MD TRUSTEE/PHYSICIAN 1.00 44.00 X 0 247100 0 JAMES ADISEY MD TRUSTEE/PHYSICIAN 1.00 52.00 X 0 590481 27986 ANIE PERARD MD TRUSTEE/PHYSICIAN 1.00 52.00 X 0 360954 20625 TERESA PETRICK TRUSTEE 1.00 5.00 X 0 0 0 LARRY RICHERT TRUSTEE 1.00 5.00 X 0 0 0 JOHN SPHON TRUSTEE/FORMER PRESIDENT & CEO OF EXCELA HEALTH 1.00 59.00 X 0 435322 27599 DEBRA THOMPSON PHD RN TRUSTEE 1.00 5.00 X 0 0 0 KAREN ALLEN PRESIDENT CLARION/BUTLER HOSPITAL 20.00 40.00 X 0 503584 26572 THOMAS S ALBANESI JR CPA CHIEF FINANCIAL OFFICER 10.00 50.00 X 0 503655 33620 MARY ELLEN SICHAK CRNA 40.00 X 234646 0 15879 THOMAS MORGO CRNA 40.00 X 222798 0 23372 SHANA STEVENS CRNA 40.00 X 220006 0 23290 GEORGE YARRINGTON STAFF NURSE, RN 40.00 X 163541 0 6542 NICOLE DEHNER PHARMACY MANAGER 40.00 X 148862 0 20498 STEVEN DAVIS FORMER PRESIDENT CLARION HEALTH 0.00 0.00 X 0 493486 20909 ERIC HUSS FORMER CHIEF FINANCIAL OFFICER 0.00 0.00 X 0 478650 7307 989853 4695508 278145 16 1 1 0 AMERGIS HEALTHCARE STAFFING INC 12558 COLLECTIONS CENTER CHICAGO IL 60693 HEALTHCARE STAFFING 3150470 CLARION REHABILITATION SERVICES 18 SPORTSMAN DRIVE SUITE 10 CLARION PA 16214 REHABILITATION 2787280 CCS RENOVATION INC 3049 STATE ROUTE 257 SENECA PA 16346 GENERAL CONTRACTOR 1304239 OMNICELL CAPITAL PO BOX 35145/LB 271128 SEATTLE WA 981245145 PHARMACY MANAGEMENT 512321 DJD ANESTHESIA 216 SYCAMORE DRIVE SHIPPENVILLE PA 16254 ANESTHESIA 384976 14 158000 27156 185156 PATIENT CARE SERVICE REVENUE 621400 52441093 52441093 PENNSYLVANIA RURAL HEALTH MODEL R 621400 4023267 4023267 OTHER OPERATING REVENUE 621400 5144 5144 56469504 471012 471012 373322 35271 338051 338051 338051 75547 0 75547 75547 75547 CAFETERIA 900099 302430 302430 302430 57841700 56771934 0 884610 X 17216108 12567759 4648349 420000 306600 113400 1296329 946320 350009 1299771 948833 350938 4153382 4153382 3713 3713 11494200 8752904 2741296 183801 134175 49626 184416 134624 49792 118015 86151 31864 1417265 1034603 382662 124732 91054 33678 34295 25035 9260 9130 6665 2465 2250023 1642517 607506 723276 527991 195285 MEDICAL AND OTHER SUPPL 10240432 10240432 BAD DEBT EXPENSE 1248921 1248921 REPAIRS & MAINTENANCE 972687 710062 262625 MA MODERNIZATION ASSESS 886390 886390 1441829 975551 466278 55718715 41266587 14452128 0 1275 1275 5648218 10433769 3159732 5371889 1162557 785988 666699 629444 77611552 61126918 16397147 16484634 4574658 5666924 2540513 2578810 1518982 1591764 25546180 32671930 61215961 76216427 8149387 13901739 275563 19482 23468653 30240527 31893603 44161748 X 27590388 30253213 1731970 1801466 29322358 32054679 61215961 76216427 X 2122985 473348 135988 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2403998 2403998 31062959 24102299 6960660 685164 633483 51681 40117591 34517110 5600481 3341840 1874026 1467814 16484634 INTEREST IN PERPETUAL TRUST 195475 DUE FROM AFFILIATE 25708651 DUE FROM THIRD PARTY 6542315 ROU OPERATING LEASES 225489 32671930 REFUNDABLE ADVANCES 6390181 DUE TO AFFILIATES 23717563 OPERATING LEASE LIABILITY 132783 30240527 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. 1 1 X 1 X 1 X 0 1 1 0 0 1150391 1150391 0.02110 5753501 2243594 3509907 0.06440 63253 59898 3355 0.00010 6967145 2303492 4663653 0.08560 77788 17725 60063 0.00110 2119309 1051772 1067537 0.01960 2197097 1069497 1127600 0.02070 9164242 3372989 5791253 0.10630 1248921 9224564 9467790 -243226 X 1 1 1 1 CLARION HOSPITAL ONE HOSPITAL DRIVE CLARION PA 16214 INDEPENDENCE.HEALTH/LOCATIONS/CLARION- X X X X CLARION HOSPITAL 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X INDEPENDENCE.HEALTH/ABOUT-US/COMMUNITY-WELLNESS 1 21 1 INDEPENDENCE.HEALTH/ABOUT-US/COMMUNITY-WELLNESS 0 1 X 200.000000000000 300.000000000000 1 1 X X X 1 X INDEPENDENCE.HEALTH/PATIENTS-VISITORS/FINANCIAL-SERVICES X INDEPENDENCE.HEALTH/PATIENTS-VISITORS/FINANCIAL-SERVICES X INDEPENDENCE.HEALTH/PATIENTS-VISITORS/FINANCIAL-SERVICES X X X X X 1 X 0 X X X X 1 X 0 0 CLARION HOSPITAL PART V, SECTION B, LINE 5: ASSESSMENT COMMITTEE MEMBERSHIP STEVEN DAVIS, MBA, FACHE; KATHY SELVAGGI, MS, MD, FAAHPM; ERIN STEWART, RN; BRIDGET THORNTON; JULIE KUNSELMAN; ALLISON ROTH, MHA CANDIDATE METHODS THE ASSESSMENT COMMITTEE GATHERED INPUT FROM INDIVIDUALS AND ORGANIZATIONS THAT REPRESENT THE BROAD INTERESTS OF THE CLARION REGION; THIS WAS COMPLETED THROUGH A RANGE OF METHODS. - MULTIPLE MEETINGS WERE HELD WITH THE BHS CLARION COMMUNITY ASSESSMENT TEAM TO IDENTIFY THE TOP HEALTH PRIORITIES WITHIN THE PRIMARY SERVICE AREA OF CLARION COUNTY. - BHS CLARION COLLECTED HEALTH DATA FROM COUNTY HEALTH RANKINGS, CENTERS FOR DISEASE CONTROL AND PREVENTION, WORLD LIFE EXPECTANCY, PAYS, AND US CENSUS. - 323 COMMUNITY MEMBERS COMPLETED ELECTRONIC AND PAPER SURVEYS TO PROVIDE ADDITIONAL DATA TO SURVEY THE HEALTH OF THE PEOPLE IN THE CLARION COUNTY REGION. ALONG WITH 13 COMPLETED STAKEHOLDER SURVEYS. - FOCUS GROUPS MET AND DISCUSSED THE DATA COLLECTED FROM ALL THE SOURCES ABOVE. THE MAIN THEMES THAT AROSE THROUGHOUT THE DISCUSSION WEREMENTAL/BEHAVIORAL HEALTH, FOOD INSECURITY, AND ACCESS TO CARE, TRANSPORTATION, COVID-19, SUBSTANCE ABUSE, DIABETES, OBESITY, AND CHILD CARE. CLARION HOSPITAL PART V, SECTION B, LINE 11: AS A PART OF THIS PROCESS, AN EVALUATION OF THE CHNA IMPLEMENTATION STRATEGIES IS CONDUCTED TO EVALUATE THE EFFECTIVENESS OF THE PROGRAMS THAT ARE BEING IMPLEMENTED TO ADDRESS THE IDENTIFIED NEEDS. THESE PROGRAMS INCLUDE: TEDDY BEAR CLINIC, SENIOR WELLNESS EXPO, HEALTH WISE EMPLOYEE WELLNESS PROGRAM, DIABETES EDUCATION, LIFESTYLE COACHING SEMINARS, HEALTH WISE @ WORK PROGRAM, MULTIPHASIC BLOOD SCREENING LUNCH & LEARN EVENTS, AND ARMSTRONG INDIANA CLARION DRUG & ALCOHOL COMMISSION ARMOT PROGRAM.HEALTH WISE EMPLOYEE WELLNESS PROGRAMTHIS WAS A PIVOTAL YEAR FOR THE HEALTH WISE PROGRAM AT CLARION HOSPITAL AS WE CONTINUE TO SHOW GROWTH IN EMPLOYEE ENGAGEMENT. WITH THE CORPORATE PARTNERSHIP BETWEEN THE YMCA AND THE HOSPITAL, MANY EMPLOYEES PARTICIPATED IN THE MANY EXERCISE OPPORTUNITIES THE YMCA OFFERS. FURTHERMORE, THE YMCA IS LOCATED LESS THAN 1 MILE FROM THE HOSPITAL AND OFFERS NUMEROUS FITNESS CLASSES PER WEEK PLUS A WIDE VARIETY OF EXERCISE EQUIPMENT AND EXERCISE OPPORTUNITIES. FOR THE REPORTING PERIOD OVER 110 EMPLOYEES AND THEIR FAMILIES HAVE TAKEN ADVANTAGE OF THE CORPORATE MEMBERSHIP PROGRAM WHICH OFFERS DISCOUNTED MEMBERSHIP RATES. THE HOSPITAL ALSO REIMBURSES 50% OF THE YEARLY MEMBERSHIP TO THOSE EMPLOYEES WHO REACH 144 VISITS OR MORE IN A CALENDAR YEAR. OUR 2021 WELLNESS REWARDS PROGRAM SHOWED SIGNIFICANT INCREASES IN EMPLOYEE PARTICIPATION. IT INCLUDED A BIOMETRIC SCREENING, ON-LINE HEALTH RISK ASSESSMENT, AND A PREVENTATIVE EXAM WITH THE EMPLOYEE'S HEALTH CARE PROVIDER. IMPROVEMENTS IN OUR 2021 WELLNESS REWARDS PROGRAM INCLUDED OUTCOME INCENTIVE POINTS FOR THOSE WHO MET HEALTHY VALUE RANGES FOR BMI, BLOOD PRESSURE, CHOLESTEROL AND BLOOD GLUCOSE. WITH THE HEALTH INSURANCE SAVINGS INCENTIVE BEING OFFERED FOR THOSE WHO REACHED THE POINTS REQUIREMENT, WE HAD 41% OF THE EMPLOYEES EARN THE INCENTIVE, WITH 133 COMPLETING THE REAL AGE TEST, 134 COMPLETING THE BIOMETRIC SCREENING, AND 124 RECEIVING THEIR PREVENTATIVE EXAM FROM THEIR MEDICAL PROVIDER. IN ADDITION, 38 ENGAGED WITH HEALTH COACH, 62 PARTICIPATED IN THE REAL AGE PROGRAM WHICH INCLUDES SLEEP, STRESS, STEPS, AND NUTRITION INITIATIVES, AND 38 PARTICIPATED IN THE STEP IN UP PROGRAM.LIFESTYLE COACHING SEMINARSMULTIPLE NUTRITIONAL AND/OR WEIGHT MANAGEMENT EVENTS WERE OFFERED TO THE COMMUNITY, LED BY A REGISTERED DIETICIAN. THESE ORIGINALLY WERE DELIVERED LIVE BUT WEVER CONVERTED TO THE ZOOM PLATFORM DUE TO COVID SAFETY PRACTICES. TOPICS INCLUDED: PLANT BASED DIET, MEDITERRANEAN DIET, HEART HEALTH, THE DASH DIET, DIABETES, AND WEIGHT MANAGEMENT. THESE SESSIONS INCLUDED TIPS AND FACTUAL INFORMATION AS WELL AS HEALTHY RECIPES AND INFORMATIONAL BOOKLETS THAT THE PARTICIPANTS COULD TAKE HOME. OVER 850 COMMUNITY MEMBERS PARTICIPATED IN THESE SEMINARS. THE HEALTH WISE @ WORK PROGRAM, UNDER THE UMBRELLA OF HEALTH WISE, HAD TO BE TEMPORARILY HALTED. DUE TO COVID RESTRICTIONS AND SAFETY GUIDELINES, WE WERE UNABLE TO VISIT AREA BUSINESSES TO CONDUCT BIOMETRIC SCREENINGS FOR THEIR EMPLOYEES.COVID VACCINE CLINICS:VACCINE CLINICS HAVE CONTINUED AT THE HOSPITAL DATING BACK SEVERAL YEARS. FROM JULY 1, 2021 TO JUNE 30, 2022, BHS CLARION HOSPITAL ADMINISTERED 28,582 VACCINES AT OVER 80 CLINICS WITHIN OUR REGION.COVID TESTING SERVICES:DUE TO THE IMPACT OF THE COVID 19 PANDEMIC IN OUR REGION, BHS CLARION HOSPITAL CONTINUES TO SERVE AS ONE OF THE TOP TESTING SITES IN OUR AREA. ALL OUTPATIENT TESTING WAS CONDUCTED VIA DRIVE THROUGH SERVICES AND AT A REMOTE SITE TO ENSURE RECOMMENDED SAFETY PRACTICES FOR THE HOSPITAL. WE ADMINISTERED INPATIENT, OUTPATIENT AND INDUSTRIAL TESTS THAT TOTALED 19,555 DURING THE 12 MONTHS OF THIS REPORTING PERIOD. EMPLOYEES WERE ALSO INCLUDED IN THIS DATA AND WERE MANAGED BY OUR EMPLOYEE HEALTH DEPARTMENT.ARMSTRONG INDIANA CLARION DRUG & ALCOHOL COMMISSION ARMOT PROGRAM: CLARION HOSPITAL PARTNERS WITH THIS GROUP TO PROVIDE SCREENINGS, ASSESSMENTS AND REFERRALS FOR PATIENTS THAT EXHIBIT SIGNS AND SYMPTOMS OF DRUG AND ALCOHOL DEPENDENCY. THE ARMOT (ADDICTION RECOVERY MOBILE OUTREACH TEAM) STAFF PROVIDES THESE SERVICES ALONG WITH DRUG AND ALCOHOL EDUCATION TO AREA SCHOOLS, HOSPITALS, AND OTHER BUSINESSES AND ORGANIZATIONS WITHIN THE COMMUNITY. THIS YEAR, CLARION HOSPITAL MADE 21 REFERRALS TO THE ARMOT PROGRAM DURING THE REPORTING PERIOD. THE HOSPITAL IS ALSO MAKING EFFORTS TO WORK CLOSER WITH THIS GROUP FOR EXPANSION OF DRUG AND ALCOHOL SERVICES AND TO ESTABLISH A MORE EFFECTIVE PARTNERSHIP. WE ARE WORKING TOWARD EXPLORING STRATEGIES TO INCREASE REFERRAL RESOURCES IN OUR AREA AND IMPROVING OUTPATIENT SERVICES AND SUPPORT. PART I, LINE 7: THE COSTING METHODOLOGY IS BASED ON THE RATIO OF COST TO CHARGES FROM THE HOSPITAL'S ACCOUNTING SYSTEM. PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), WAS SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $1,248,921. PART III, LINE 4: THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS. PART III, LINE 9B: THE NEED FOR CHARITY CARE IS ADDRESSED AS SOON AS A PATIENT INDICATES A FINANCIAL HARDSHIP. GENERALLY, THIS OCCURS AT THE TIME OF SERVICE OR UPON THE INITIAL BILLING. A PATIENT WILL HAVE 90 DAYS FROM THE DATE OF FIRST STATEMENT TO APPLY FOR FINANCIAL ASSISTANCE UNDER THE CHARITY CARE POLICY. ACCOUNTS CURRENTLY IN COLLECTION WILL NOT BE APPROVED UNDER THE CHARITY CARE PROGRAM. PART VI, LINE 2: CLARION HOSPITAL IS GOVERNED BY A BOARD OF VOLUNTEER DIRECTORS WHO REPRESENT THE COMMUNITY WE SERVE. THROUGH THEIR INPUT AND OCCASIONAL COMMUNITY SURVEYS, CLARION HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF ITS SERVICE AREA. EVERY THREE YEARS, THE CLARION HOSPITAL CONDUCTS A COMMUNITY HEALTH NEEDS ASSESSMENT IN COMPLIANCE WITH THE IRS REGULATIONS FOR NOT-FOR-PROFIT HOSPITALS. TO BEGIN THE PROCESS, A COMMITTEE IS CREATED MADE UP OF SENIOR LEADERS FROM WITHIN THE HEALTH SYSTEM REPRESENTING VARIOUS AREAS OF EXPERTISE. THE RESPONSIBILITY OF THE COMMITTEE IS TO COLLECT AND ANALYZE DATA FROM PUBLIC HEALTH RESOURCES, ORGANIZE FOCUS GROUPS FROM DIFFERENT SECTORS OF THE COMMUNITY, AND STAKEHOLDER INTERVIEWS. ONCE THE DATA IS COLLECTED AND ANALYZED, THE COMMITTEE CAREFULLY SELECTS THREE PRIORITY HEALTH NEEDS BASED ON ACCOUNTABLE ROLE OF THE HOSPITAL, MAGNITUDE OF THE PROBLEM, IMPACT ON OTHER HEALTH OUTCOMES, AND THE CAPACITY TO IMPLEMENT SOLUTIONS. AFTER THE NEEDS HAVE BEEN IDENTIFIED, THE GROUP THEN DISCUSSES AND OUTLINES IMPLEMENTATION STRATEGIES THAT WILL ASSIST THE HOSPITAL IN ADDRESSING THE NEEDS. UPON COMPLETION OF THE PROJECT AND APPROVAL OF THE CLARION HOSPITAL BOARD OF DIRECTORS, AN EXTENSIVE WRITTEN REPORT IS PREPARED OUTLINING THE ENTIRE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND THEN POSTED ON THE CLARION HOSPITAL WEBSITE PRIOR TO JUNE 30TH OF THE REPORTING YEAR. THE THREE PRIORITIES THAT HAVE BEEN IDENTIFIED FOR THE 2021 CHNA INCLUDE:1. SUPPORT & IMPROVE PHYSICAL ACTIVITY AND NUTRITION EDUCATION/PROGRAMS TO PROMOTE HEALTHY LIFESTYLES AND REDUCE CHRONIC DISEASE,2. EXPAND PARTNERSHIPS TO ENHANCE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE PROGRAMS WITHIN THE COMMUNITY,3. ADDRESS THE ISSUE OF FOOD INSECURITY BY GIVING COMMUNITY MEMBERS ACCESS TO HEALTHY FOODS AND NUTRITION RESOURCES. PART VI, LINE 3: MEDICAID APPLICATIONS ARE GIVEN TO SELF PAY PATIENTS IN EMERGENCY ROOM AND INPATIENT. THE HOSPITAL FINANCIAL POLICY AND BUSINESS OFFICE CONTACT INFORMATION ARE AVAILABLE AT REGISTRATION DESKS. FREE CARE GUIDELINES ARE PRINTED ON REVERSE SIDE OF PATIENT STATEMENTS. PART VI, LINE 4: CLARION HOSPITAL SERVES CLARION COUNTY AND PARTS OF THE SURROUNDING COUNTIES, INCLUDING VENANGO, FOREST, JEFFERSON, AND ARMSTRONG. OUR SERVICE AREA IS IN A RURAL PART OF WESTERN PENNSYLVANIA, WITH MANY LIVING BELOW OR WELL BELOW THE NATIONAL AND STATE INCOME AVERAGE. ACCORDING TO US CENSUS BUREAU DATA, AT JULY 1, 2022 CLARION COUNTY HAD AN ESTIMATED POPULATION OF 37,346 WITH AN AVERAGE AGE OF 41.5 AND A MEDIAN HOUSEHOLD INCOME OF $53,096. ADDITIONAL GEOGRAPHIC AND DEMOGRAPHIC INFORMATION CAN BE OBTAINED FROM THE MOST RECENTLY COMPLETED CLARION HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT REPORT WHICH IS POSTED ON THE HOSPITAL'S WEBSITE. PART VI, LINE 5: CLARION HOSPITAL, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH. EVERY LIFE MEANS THAT INDEPENDENCE HEALTH SYSTEM DOES NOT DISCRIMINATE FOR RACE, RELIGION, GENDER, COLOR, OR CREED AND ACCEPTS ALL PATIENTS FOR ANY SERVICES, REGARDLESS OF THE ABILITY TO PAY FOR THOSE SERVICES. INDEPENDENCE HEALTH SYSTEM STRIVES TO PROVIDE ITS COMMUNITIES WITH STATE OF THE ART EQUIPMENT AND FACILITIES. THIS CAN ONLY BE ACCOMPLISHED BY INVESTING ANY EXCESS IN REVENUES OVER EXPENSES INDEPENDENCE HEALTH SYSTEM MAY HAVE IN SECURE INVESTMENTS TO PROVIDE FOR FUTURE TECHNOLOGY, TREATMENTS OF CARE, AND MAINTAIN AGING FACILITIES. INDEPENDENCE HEALTH SYSTEM ENCOURAGES PATIENTS TO TELL IT WHAT IT IS DOING RIGHT AND WRONG THROUGH PATIENT SATISFACTION SURVEYS AND INDEPENDENCE HEALTH SYSTEM REACTS TO THOSE SURVEYS. INDEPENDENCE HEALTH SYSTEM STRIVES TO PROVIDE ITS PATIENTS WITH GREATER ACCESS TO CARE THROUGH OFF SITE CLINICS AND DIAGNOSTIC SERVICE CENTERS. INDEPENDENCE HEALTH SYSTEM ASSISTS ITS MEDICAL STAFF IN RECRUITING TOP OF THE CLASS DOCTORS TO PROVIDE SERVICES TO ITS COMMUNITY WHERE THERE IS A NEED AND A SHORTAGE OF PHYSICIANS. INDEPENDENCE HEALTH SYSTEM ALSO RECRUITS SPECIALTY PHYSICIANS THAT WOULD HELP TO OFFSET THE BURDEN OF CALL COVERAGE AND FOR SUCCESSION PLANNING, WHICH IS ESSENTIAL FOR THE CONTINUUM OF CARE. PART VI, LINE 6: CLARION HOSPITAL IS PART OF INDEPENDENCE HEALTH SYSTEM. INDEPENDENCE HEALTH SYSTEM (IHS) COMPRISES BUTLER MEMORIAL, CLARION, FRICK, LATROBE, AND WESTMORELAND HOSPITALS. WITH A TOTAL BED COMPLEMENT OF 925, THE SYSTEM HAS MORE THAN 1,000 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS AND 7,300 EMPLOYEES. IHS IS NOW THE THIRD LARGEST HEALTHCARE SYSTEM IN WESTERN PENNSYLVANIA, SERVING A POPULATION BASE OF 750,000 IN A FOOTPRINT SPANNING MORE THAN 10 COUNTIES. 1 1 0 0 0 0 0 0 0 KENNETH P DEFURIO PRESIDENT & CEO 0 1078797 0 0 0 3479 0 4950 0 18996 0 1106222 0 0 JAMES ADISEY MD TRUSTEE/PHYSICIAN 0 422008 0 31074 0 137399 0 13200 0 14786 0 618467 0 0 THOMAS S ALBANESI JR CPA CHIEF FINANCIAL OFFICER 0 496255 0 0 0 7400 0 18086 0 15534 0 537275 0 0 KAREN ALLEN PRESIDENT CLARION/BUTLER HOSPITAL 0 500020 0 0 0 3564 0 4950 0 21622 0 530156 0 0 STEVEN DAVIS FORMER PRESIDENT CLARION HEALTH 0 122040 0 0 0 371446 0 0 0 20909 0 514395 0 0 ERIC HUSS FORMER CHIEF FINANCIAL OFFICER 0 82903 0 0 0 395747 0 0 0 7307 0 485957 0 0 JOHN SPHON TRUSTEE/FORMER PRESIDENT & CEO OF EX 0 187174 0 0 0 248148 0 23413 0 4186 0 462921 0 0 ANIE PERARD MD TRUSTEE/PHYSICIAN 0 326938 0 0 0 34016 0 0 0 20625 0 381579 0 0 MARY ELLEN SICHAK CRNA 202414 0 0 0 32232 0 9417 0 6462 0 250525 0 0 0 JOHN REEFER MD TRUSTEE/PHYSICIAN 0 0 0 0 0 247100 0 0 0 0 0 247100 0 0 THOMAS MORGO CRNA 200018 0 0 0 22780 0 9039 0 14333 0 246170 0 0 0 SHANA STEVENS CRNA 194252 0 0 0 25754 0 8957 0 14333 0 243296 0 0 0 GEORGE YARRINGTON STAFF NURSE, RN 140128 0 0 0 23413 0 6542 0 0 0 170083 0 0 0 NICOLE DEHNER PHARMACY MANAGER 148862 0 0 0 0 0 6165 0 14333 0 169360 0 0 0 PART I, LINE 3 THE CEO IS PAID BY BUTLER HEALTHCARE PROVIDERS, A NONPROFIT RELATED CORPORATION. BUTLER HEALTHCARE PROVIDERS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, INDEPENDENT LEGAL REVIEW, AND APPROVAL BY THE BOARD AND BOARD COMPENSATION COMMITTEE. PART I, LINES 4A-B BUTLER HEALTHCARE PROVIDERS, A RELATED ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2023 WERE: KENNETH P DEFURIO, $351,888; KAREN ALLEN, $37,859. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED A SERP PAYOUT OF $73,063 AND STEVEN DAVIS RECEIVED A SERP PAYOUT OF $73,201. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $322,683 AND STEVEN DAVIS RECEIVED SEVERANCE IN THE AMOUNT OF $232,440. PART I, LINE 7 EMPLOYEES ARE ELIGIBLE AND RECEIVED BONUS COMPENSATION. BONUSES ARE NOT GUARANTEED AND ARE AWARDED BASED ON BOARD APPROVED METRICS WHICH INCLUDE QUALITY, SERVICES, AND STRATEGIC FINANCIAL PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS OF THE ORGANIZATION, THE ORGANIZATION SHALL HAVE ONE CORPORATE MEMBER, BUTLER HEALTH SYSTEM, INC. THERE SHALL BE NO OTHER MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BUTLER HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE HOSPITAL. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A WEB-BASED SOFTWARE PROGRAM IS USED TO ADMINISTER A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ANNUALLY TO ALL BOARD TRUSTEES, KEY EMPLOYEES AND CERTAIN OTHER DIRECTORS, MANAGERS AND CONTRACTED PHYSICIANS. COMPLIANCE IN COMPLETING THE FORM IS REQUIRED AT 100% FOR OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE DISCLOSURES ARE REVIEWED BY THE COMPLIANCE OFFICER, CHIEF LEGAL OFFICER AND CERTAIN BOARD COMMITTEES. ADDITIONALLY, THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS SHARED WITH EMPLOYEES, MEDICAL STAFF AND BUSINESS PARTNERS THROUGH ONE OR MORE OF THE FOLLOWING METHODS: POSTING ON THE ORGANIZATION'S INTRANET WEBSITE, ON THE ORGANIZATION'S PUBLIC WORLD WIDE WEBSITE, IN ITS POLICY MANUAL AND IN ITS CORPORATE CODE. REPORTS AND SUBSEQUENT FINDINGS OF NON-COMPLIANCE RESULT IN DISCIPLINARY ACTION THROUGH HUMAN RESOURCES, THE OFFICE OF MEDICAL AFFAIRS, OR THROUGH COMPANY SANCTIONS TOWARDS BUSINESS PARTNERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES RECOGNIZES THE GREAT CHALLENGES AND DIFFICULTIES THAT HEALTHCARE EXECUTIVES FACE, PARTICULARLY IN THE CURRENT ERA OF NATIONAL AND STATE HEALTHCARE REFORM. IN ADDITION, THE PITTSBURGH REGIONAL MARKET IS HIGHLY COMPETITIVE AND CHANGING RAPIDLY. THE BOARD COMPETES FOR AND SEEKS EXECUTIVE TALENT ON A NATIONAL BASIS. IT ENGAGES EXPERT COMPENSATION CONSULTANTS, UTILIZING NATIONAL COMPARATIVE DATA TO GUIDE THE DETERMINATION OF COMPETITIVE, APPROPRIATE LEVELS OF COMPENSATION. THE EXECUTIVE COMPENSATION PROCESS IS OVERSEEN BY THE EXECUTIVE/COMPENSATION COMMITTEE OF THE IHS BOARD OF TRUSTEES. THE COMMITTEE IS COMPOSED ENTIRELY OF "DISINTERESTED" MEMBERS WITH NO CONFLICTS OF INTEREST. THE TOTAL COMPENSATION PROGRAM FOR EXECUTIVES CONSISTS OF CASH COMPENSATION AND BENEFITS. FACTORS TAKEN INTO CONSIDERATION IN DETERMINING COMPENSATION FOR EXECUTIVES INCLUDE: MARKET DEMAND AND COMPETITION FOR SIMILAR POSITIONS, EXPERIENCE AND TENURE, AND ACTUAL PERFORMANCE AND EFFECTIVENESS. BASED ON THESE AND OTHER PERTINENT CRITERIA, IHS TARGETS TOTAL COMPENSATION TO FALL WITHIN A RANGE OF THE 25TH TO 75TH PERCENTILE OF THE MARKET. IHS EXECUTIVE COMPENSATION GENERALLY WILL NOT EXCEED THE 75TH PERCENTILE OF THE MARKET. EXCEPTIONS TO THIS MAY BE SUBJECT TO REVIEW AND RECOMMENDATION BY THE COMPENSATION COMMITTEE, WHICH IN TURN IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES. EXCEPTION MUST BE SUPPORTED BY ORGANIZATIONAL AND/OR INDIVIDUAL PERFORMANCE, OR A RETENTION/RECRUITMENT CIRCUMSTANCE THAT WARRANTS SUCH COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS EXCLUSIVELY OF INDEPENDENT INDIVIDUALS WITH NO REAL OR PERCEIVED CONFLICTS OF INTEREST IN RECOMMENDING EXECUTIVE COMPENSATION GUIDELINES AND LEVELS. WHILE BENEFITS ARE ACCOUNTED FOR IN SCHEDULE J, ACTUAL "TAKE HOME" PAY TO THE EXECUTIVE TYPICALLY CONSISTS ONLY OF BASE SALARY, AND INCENTIVE AWARD EARNED, IF EARNED. APPLICABLE TAXES OR OTHER WITHHOLDINGS ARE DEDUCTED. ANNUAL INCREASES IN BASE PAY, IF ANY, ARE BASED ON COMPETITIVE MARKET TRENDS FROM THE COMPARISON GROUP. SUPPLEMENTAL RETIREMENT BENEFITS ARE USED AS A VEHICLE FOR EXECUTIVE RECRUITMENT AND RETENTION WITH APPROPRIATE VESTING PERIODS. THE BOARD OF TRUSTEES REVIEWS AND APPROVES EXECUTIVE COMPENSATION IN ITS ENTIRETY, INCLUDING THE USE OF "TALLY SHEETS", WHICH DISCLOSE 100% EXECUTIVE COMPENSATION. THE BOARD OF TRUSTEES ENGAGES EXTERNAL COMPENSATION AND LEGAL EXPERTISE TO ASSURE REASONABLENESS OF EXECUTIVE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990, FORM 990-T, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,176,209. MANAGEMENT AND GENERAL EXPENSES 1,914,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,090,697. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 1,341,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,341,252. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,808,247. MANAGEMENT AND GENERAL EXPENSES 668,804. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,477,051. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 427,196. MANAGEMENT AND GENERAL EXPENSES 158,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 585,200. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 116,091. DISTRIBUTIONS RECEIVED AND OTHER 19,897. 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