2025-05-12T10:05:28+00:00 2024-06-30 420714325 RSM US LLP 4650 East 53rd Street Davenport IA 52807 990 2023-07-01 440545289 Heartland Regional Medical Center HEAR 8162717070 5325 Faraon Street St Joseph MO 64506 Thomas Bieterman Officer 8162717070 2025-05-12 true true Jenifer L Chase P01306883 5638884000 2025-05-12 2023 2025-03-06 01:10:19Z Mosaic Life Care Drew Keesbury 5325 Faraon Street St Joseph MO 64506 782737716 false X https://www.mymlc.com/Main/Location/st-joseph-mo/mosaic-medical-center-st.-joseph/ X 1985 MO TO IMPROVE POPULATION HEALTH OUTCOMES IN OUR REGION BY PROVIDING THE RIGHT CARE, AT THE RIGHT TIME, PLACE AND COST. 13 7 4088 90 94095 8748 3208632 935062 709145991 764924060 470625 276943 14992573 16016330 727817821 782152395 1072664 1686663 0 335115065 353033798 0 0 387612801 408302192 723800530 763022653 4017291 19129742 462032496 495357037 51217478 65724024 410815018 429633013 TO IMPROVE POPULATION HEALTH OUTCOMES IN OUR REGION BY PROVIDING THE RIGHT CARE, AT THE RIGHT TIME, PLACE AND COST. false false 670182193 1686663 780641573 HEARTLAND REGIONAL MEDICAL CENTER (Mosaic-St. Joseph) IS A 348-BED MEDICAL SURGICAL HOSPITAL LOCATED IN ST. JOSEPH, MISSOURI. IT SERVES A COMMUNITY OF 80,000 RESIDENTS. BECAUSE ST. JOSEPH IS A BORDER CITY, IT ALSO PROVIDES SERVICES TO THOSE LIVING IN THE ADJACENT STATES OF KANSAS, NEBRASKA AND IOWA. THE ECONOMY OF THE REGION IS BASED ON AGRICULTURE, MINOR MANUFACTURING AND SMALL BUSINESSES RESULTING IN A PAYOR MIX FOR MOSAIC-ST. JOSEPH APPROXIMATELY 72.56% GOVERNMENTAL OR Self-PAY PATIENTS. 13.0% OF THE POPULATION HAVE INCOME THAT IS BELOW THE FEDERAL POVERTY LEVEL. MOSAIC-ST. JOSEPH PROVIDES A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES INCLUDING CARDIO-THORACIC, VASCULAR, ORTHOPEDIC AND GENERAL SURGERIES, MENTAL HEALTH SERVICES, ALONG WITH A FULL ARRAY OF DIAGNOSTIC AND THERAPEUTIC SERVICES. IT OPERATES A 24-HOUR EMERGENCY ROOM DESIGNATED AS A TRAUMA II CENTER BY THE STATE OF MISSOURI. MOSAIC-ST. JOSEPH'S OBSTETRICS DEPARTMENT PROVIDES 18 LABOR, DELIVERY, RECOVERY AND POST-PARTUM BEDS WHICH ARE ALSO DESIGNATED AS A LEVEL II CENTER. THE HOSPITAL PROVIDES RADIATION ONCOLOGY SERVICES, HOME HEALTH VISITS AND HOSPICE CARE. THE ORGANIZATION IS A MEMBER OF THE MAYO NETWORK FOR CLINICAL CONSULTATIONS. DURING THE YEAR, APPROXIMATELY 14,700 PATIENTS WERE ADMITTED TO THE HOSPITAL RESULTING IN APPROXIMATELY 67,300 PATIENT DAYS. A TOTAL OF APPROXIMATELY 10,100 SURGERIES WERE PERFORMED, THE EMERGENCY ROOM SERVED APPROXIMATELY 51,300 PATIENTS AND APPROXIMATELY 210,100 VISITS WERE GENERATED BY OUTPATIENTS. MOSAIC-ST. JOSEPH EMPLOYS APPROXIMATELY 4,100 FULL-TIME EQUIVALENT CARE GIVERS. THE MEDICAL STAFF INCLUDES APPROXIMATELY 332 PROVIDERS COVERING PRIMARY CARE AND SPECIALTY CLINICS FOR APPROXIMATELY 25 LOCATIONS THROUGHOUT THE REGION. THERE WERE APPROXIMATELY 651,500 CLINIC PATIENT VISITS DURING THE YEAR. OTHER PROGRAM SERVICES: MOSAIC-ST. JOSEPH HAS A 340B DESIGNATION FROM HEALTH RESOURCES AND SERVICES ADMINISTRATION (FEDERAL GOVERNMENT). THIS ALLOWS THE MEDICAL CENTER TO RECEIVE OUTPATIENT DRUGS AT REDUCED PRICES FROM THE DRUG MANUFACTURERS. THE 340B PROGRAM ENABLES COVERED ENTITIES TO STRETCH SCARCE FEDERAL RESOURCES AS FAR AS POSSIBLE, REACHING MORE ELIGIBLE PATIENTS AND PROVIDING MORE COMPREHENSIVE SERVICES. THE PROGRAM IS AVAILABLE TO HOSPITALS THAT PROVIDE CARE FOR A DISPROPORTIONATE NUMBER OF PATIENTS THAT RANGE FROM NO INCOME TO LOW INCOME. 670182193 true true false true false false false false false true false false true true true false true false false false false false false false false true true true true true false false false false false false true false false false false false true true true true false false true 138 0 true 4088 true true true false false false false false false false false false false X 13 7 true false false false true true true true true false false true true true true true true false false true true X Drew Keesbury 8162717070 5325 Faraon Street St Joseph MO 64506 John M Poore Director/President/CEO 1.0 37.0 X X 0 1136919 39911 Adam Stein Director/Vice Chair 1.0 1.0 X 0 2500 0 Angelia Martin MD Director 1.0 39.0 X 0 275921 37656 Elizabeth Kennedy PHD Director 1.0 2.0 X 0 2500 0 Emily Larson DO Director 39.0 1.0 X 565208 2500 46711 Gary Frazer Director/Chair 1.0 1.0 X 0 2500 0 Mary Anne Jackson Director 1.0 1.0 X 0 2500 0 Matt Baker Director 1.0 3.0 X 0 2500 0 Matt Lukens MD Director 39.0 1.0 X 815358 2500 32871 Melody Smith Director 1.0 1.0 X 0 2500 0 Ophelia Lavell Rucker Director 1.0 1.0 X 0 2500 0 Serena Naylor Director 1.0 4.0 X 0 2500 0 Thomas Richmond Director 1.0 1.0 X 0 2500 0 Davin Turner DO Chief Administrative Officer 1.0 37.0 X 0 645499 43162 Drew Keesbury CFO/Treasurer 1.0 36.0 X 0 459172 17432 Michael R Rinard Secretary 1.0 36.0 X 0 281508 44915 Renea Schott Assistant Secretary 1.0 39.0 X 0 71529 25062 Edward P Kammerer MD Heartland Clinic Medical Director 40.0 0 X 554125 0 93914 Gene A Claycomb President of Mosaic Medical Center 36.0 3.0 X 418503 0 44902 Arvind K Sharma MD Staff Physician 40.0 0 X 1142908 0 34671 Jonathan Amspacher MD Staff Physician 40.0 0 X 1124769 0 43651 Mohan R Hindupur MD Staff Physician 40.0 0 X 1090901 0 35647 Robert Grant MD Staff Physician 40.0 0 X 1141372 0 47011 Rony M Abou-Jawde MD Staff Physician 40.0 0 X 1830191 0 42311 Mark Laney MD Former Director/President/CEO 0.0 0.0 X 0 1061154 0 Michael Pulido Former COO/Secretary 0.0 0.0 X 0 590338 20738 Thomas Bieterman Former CFO/Treasurer 0.0 0.0 X 0 185860 12817 8683335 4735400 663382 610 true true false Quest Diagnostics PO Box 14730 St Louis MO 63150 Medical Services 2399544 Capital Performance Management 11709 Roe Ave D236 Leawood KS 662112607 Capital Management 994676 Radiology Specialists of St Joseph PC 3906 Oakland Avenue St Joseph MO 64508 Medical Services 866020 Weatherby Healthcare PO Box 972633 Dallas TX 753972633 Agency Services 845803 Orthopedic & Sports Medicine 3107 Frederick Ave St Joseph MO 64506 Agency Services 821250 24 436460 498602 935062 Net Patient Service Revenue 621110 734902794 734902794 340B Pharmacy Revenue 621110 30021266 30021266 0 0 0 0 764924060 333634 333634 373572 168850 204722 0 204722 204722 359780 416471 0 -56691 -56691 -56691 All Other Revenue 900099 11436691 11436691 Cafeteria 722514 3999373 3999373 Referral Lab 621511 375544 281449 94095 0 0 0 0 15811608 782152395 780641573 94095 481665 1666663 1666663 20000 20000 2312532 1286557 1025975 0 53342 53342 295315547 293345402 1970145 6693907 6649554 44353 30740100 30301457 438643 17918370 17733873 184497 2169 2169 1250 1250 178919 134500 44419 46409229 46108237 300992 0 7209 7209 20429565 19321872 1107693 6529796 6515941 13855 5028620 4316919 711701 397313 396377 936 190077 173531 16546 13739 13739 27825974 26605842 1220132 8797489 7727570 1069919 Medical Supplies/Includes 340B 145415975 145415975 Corporate Allocations From Mosaic Health System 120855614 36256684 84598930 FRA Taxes 25150104 25150104 Dues & Subscriptions 1069150 980845 88305 0 0 0 0 763022653 670182193 92840460 0 336292 24354 105031825 101340402 0 0 0 0 75000 225000 11448807 12259959 11461396 9108118 666975289 429078286 237363819 237897003 0 0 0 0 4817998 4891469 91497359 129610732 462032496 495357037 39721872 53525439 0 0 11495606 12198585 51217478 65724024 X 410503184 429633013 311834 0 410815018 429633013 462032496 495357037 X 19129742 88 -311835 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 178919 178919 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS THAT ARE USED FOR LOBBYING PURPOSES BY THE HOSPITAL ASSOCIATIONS. 32.40% of the membership dues paid to the Missouri Hospital Association are used for lobbying activities. 32.00% of the membership dues paid to the American Hospital Association are used for lobbying activities. In addition, Heartland Regional Medical Center (Mosaic St. Joseph) CONTRACTS WITH VARIOUS PARTIES FOR LEGISLATIVE LOBBYING IN SUPPORT OF HOSPITAL REIMBURSEMENT AND COMMUNITY SUPPORT. 17195009 17195009 419464770 249562055 169902715 18103362 16656465 1446897 202512846 162859766 39653080 9699302 9699302 237897003 Due from Affiliates 103610178 Long Term Investments 26000554 129610732 Leases & Other Less Current Portion 4367086 Due to Affiliates 6311909 Current Portion - Long Term Debt 1518191 Interest Payable 1399 12198585 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MOSAIC HEALTH SYSTEM, HEARTLAND REGIONAL MEDICAL CENTER (MOSAIC-ST. JOSEPH), MOSAIC MEDICAL CENTER-MARYVILLE (MOSAIC-MARYVILLE), NORTHWEST MEDICAL CENTER ASSOCIATION, INC. (MOSAIC-ALBANY), HEARTLAND LONG-TERM ACUTE CARE HOSPITAL (HLTACH), MOSAIC LIFE CARE FOUNDATION, AND NORTHWEST MEDICAL CENTER FOUNDATION (ALBANY FOUNDATION) ARE NONPROFIT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. HOWEVER, THEY ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. MIDWESTERN AND HHS PROPERTIES, INC. ARE SUBJECT TO INCOME TAXATION. WITH A FEW EXCEPTIONS, Mosaic's tax returns are generally subject to U.S. federal examinations by tax authorities for a period up to three years from the extended due date of return. AT JUNE 30, 2024, NET OPERATING LOSS CARRYFORWARDS GENERATED IN FISCAL YEARS ENDING JUNE 30, 2018 AND PRIOR ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME FOR THESE ENTITIES AGGREGATED APPROXIMATELY $7.2M AND EXPIRE THROUGH 2038. FOR NET OPERATING LOSS CARRYFORWARDS GENERATED IN FISCAL YEAR-ENDED JUNE 30, 2019 AND FORWARD WILL BE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME FOR THESE ENTITIES IN THE AMOUNT OF $1.8M AND ARE CARRIED FORWARD INDEFINITELY. SEPARATE RETURN LIMITATION RESTRICTIONS APPLY TO A PORTION OF THESE NET OPERATING LOSS CARRYFORWARDS. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNCERTAIN TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AS OF JUNE 30, 2024 AND 2023, THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED AND RECORDED AS A LIABILITY. true true X true X true X true true true false true true 17720867 17720867 0.0232 126401778 105987445 20414333 0.0268 0 0.0 0 0 144122645 105987445 38135200 0.0500 8831156 838167 7992989 0.0105 390540 390540 0.0005 482624 482624 0.0006 656883 79162 577721 0.0008 987105 987105 0.0013 0 0 11348308 917329 10430979 0.0137 0 0 155470953 106904774 48566179 0.0637 31151 31151 0.0000 115000 115000 0.0002 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 146151 0 146151 0.0002 false 19152608 0 152065855 200505368 -48439513 X true true 1 1 Heartland Regional Medical Center 5325 Faraon Street St Joseph MO 64506 www.mymlc.com/Main/Location/st-joseph-mo/mosaic-medical-center-st.-joseph/ 426-27 X X X X Pharmacist Intern Program Heartland Regional Medical Center 1 false false true X X X X X X X X X 21 true true false true X https://www.mymlc.com/General/Community-Health-Needs-Assessment/St-Joseph-CHNA/ X true 21 true https://www.mymlc.com/General/Community-Health-Needs-Assessment/St-Joseph-CHNA/ false true X 200.0 300.0 X true true X X X X true X SEE SCHEDULE O X SEE SCHEDULE O X SEE SCHEDULE O X X X X X X true X false X X X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs of the community are a prioritized description of various factors including: - Mental Health/Substance Abuse: - Access and Cost of Health Care; - Obesity: and - important health issues. These significant health needs are identified through The Community Health Needs Assessment (CHNA). Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - HEARTLAND REGIONAL MEDICAL CENTER (Mosaic-St. Joseph). The Community Health Needs Assessment (CHNA) was jointly prepared by Mosaic-St. Joseph and Heartland Long Term Acute Care Hospital (HLTACH). THE CHNA WAS CONDUCTED DURING TAX YEAR 2021 TO DETERMINE SERVICES NEEDED BY THE MEDICALLY UNDERSERVED. The following three needs were chosen to be addressed over the next three years: - Mental Health/Substance Abuse, - Access to and Cost of Health Care, - Obesity TO ENSURE INPUT WAS TAKEN INTO ACCOUNT FROM PERSONS WHO REPRESENT THE COMMUNITY, Mosaic-St. Joseph and HLTACH UTILIZED AN INDEPENDENT CONSULTING FIRM NAMED CROWE, LLP. THIS FIRM helped CONDUCT key stakeholder interviews and a community survey. Key Stakeholder Interviews: COMMUNITY INPUT WAS OBTAINED THROUGH KEY STAKEHOLDER INTERVIEWS PERFORMED WITH LEADERS FROM TWENTY-THREE COMMUNITY ORGANIZATIONS REPRESENTING PUBLIC HEALTH, PUBLIC SCHOOLS, SOCIAL SERVICE ORGANIZATIONS AND GOVERNMENT AGENCIES. TO ASSURE THE MEDICALLY UNDERSERVED WERE REPRESENTED IN THIS CHNA, INTERVIEWS WERE CONDUCTED WITH REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS; BIG BROTHERS BIG SISTERS, BUCHANAN COUNTY SHERIFF'S DEPARTMENT, COMMUNITY ACTION PARTNERSHIP, COMMUNITY MISSIONS CORPORATION, CATHOLIC CHARITIES, FAMILY GUIDANCE CENTER, INTERSERV, MIDLAND EMPIRE RESOURCES FOR INDEPENDENT LIVING, NORTHWEST HEALTH SERVICES, PIVOTAL POINT TRANSITIONAL HOUSING, PROGRESSIVE COMMUNITY SERVICES, SECOND HARVEST COMMUNITY FOOD BANK, SOCIAL WELFARE BOARD, ST. JOSEPH HABITAT FOR HUMANITY, ST. JOSEPH HEALTH DEPARTMENT, ST. JOSEPH POLICE DEPARTMENT, ST. JOSEPH SCHOOL DISTRICT, ST. JOSEPH UNITED WAY, ST. JOSEPH YOUTH ALLIANCE, ST. JOSEPH YMCA, ST. JOSEPH YWCA, UNITED CEREBRAL PALSY, AND VOICES OF COURAGE CHILD ADVOCACY CENTER. These key stakeholder interviews were conducted between October 25th and 27th, 2021. To assure that medically underserved were included in this CHNA, interviews were conducted with agencies serving neighborhoods where median household incomes are very low or unemployed, as well as agencies providing services related to mental health, persons who are homeless, victims of domestic violence, elderly and persons with disabilities. Community Health Survey: In order to develop a broad understanding of community health needs, Mosaic-St. Joseph and HLTACH conducted a community survey in January 2022. A link to the survey was distributed via e-mail, social media and word of mouth to the community at-large. A total of 258 surveys were completed. The majority of respondents were White/Caucasian (96%), 1% of the respondents identified as Black or African American and 1% identified as Hispanic or Latino. The remaining 2% identified with other racial or ethnic identities. THE SAMPLE INCLUDED MEN AND WOMEN, 18 AND OVER. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - Heartland Long Term Acute Care Hospital (HLTACH). Heartland Regional Medical Center (Mosaic-St. Joseph) CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT AND ADOPTED AN IMPLEMENTATION STRATEGY WITH Heartland Long Term Acute Care Hospital (HLTACH), A RELATED ORGANIZATION. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - HEARTLAND REGIONAL MEDICAL CENTER (Mosaic-St. Joseph):. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED AND AN IMPLEMENTATION PLAN FOR ADDRESSING THE IDENTIFIED NEEDS WAS ADOPTED IN THE 2021 TAX YEAR. THE TOP THREE SIGNIFICANT NEEDS IDENTIFIED WERE: 1) MENTAL HEATLTH/SUBSTANCE ABUSE; 2) ACCESS AND COST OF HEALTH CARE; AND 3) OBESITY. MOSAIC-ST. JOSEPH'S ROLE IS MUCH MORE THAN BEING A HOSPITAL. IT IS A FULLY ENGAGED COMMUNITY PARTNER STRIVING TO ADDRESS THE UNIQUE HEALTH AND SOCIAL ISSUES THAT CHALLENGE THE REGION. MANAGEMENT RECOGNIZES THAT THE COMMUNITY'S MAJOR HEALTH PROBLEMS STEM, IN LARGE PART, FROM SOCIAL DETERMINANTS OF HEALTH. SOCIAL DETERMINANTS THAT AFFECT ACCESS TO HEALTH CARE (HEALTHY PEOPLE 2020 FRAMEWORK) INCLUDE: ECONOMIC STABILITY, POVERTY, EMPLOYMENT, FOOD SECURITY, HOUSING STABILITY, EDUCATION, HIGH SCHOOL GRADUATION, ENROLLMENT IN HIGHER EDUCATION, LANGUAGE AND LITERACY, EARLY CHILDHOOD, NEIGHBORHOOD AND BUILT ENVIRONMENT, ACCESS TO HEALTHY FOOD, QUALITY OF HOUSING, CRIME AND VIOLENCE, ENVIRONMENTAL CONDITIONS, CIVIC PARTICIPATION, PERCEPTIONS OF DISCRIMINATION/EQUITY, AND INCARCERATION/INSTITUTIONALIZATION. TO FULLY MEET THE NEEDS IDENTIFIED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT, MOSAIC-ST. JOSEPH IMPLEMENTED A THREE-YEAR ACTION PLAN FOR THE TAX YEARS 2022, 2023, AND 2024 COMPRISED OF THE FOLLOWING COMPONENTS. SIGNIFICANT NEED #1: MENTAL HEALTH/SUBSTANCE ABUSE: A) CONTINUE WORK OF BEHAVIORAL HEALTH ALLIANCE. B) CONTINUE TO FINANCIALLY SUPPORT AGENCIES THAT PROVIDE MENTAL HEALTH SERVICES. C) CONTINUE AND EXPAND THE MOSAIC ART EXPERIENCE. D) PROVIDE THE 4TH GRADE CHALLENGE IN ELEMENTARY SCHOOLS WITH EMPHASIS ON MENTAL HEALTH. E) THE ORGANIZATION'S SPIRITUAL HEALTH DEPARTMENT WILL PROVIDE ONGOING EDUCATION ON TRAUMA TO THE COMMUNITY. THIS EVENT WILL BE PRESENTED YEARLY AND IS OPEN TO THE PUBLIC. MOSAIC CHAPLAINS ALSO PROVIDE ADVANCED DIRECTIVE AND DURABLE POWER OF ATTORNEY EDUCATION FOR ANYONE IN THE HOSPITAL, AND TO CHURCHES AND OTHER COMMUNITY GROUPS WHEN THEY REQUEST. IN ADDITION, SPIRITUAL HEALTH PROVIDES A PULPIT SUPPLY IN AREA CHURCHES WHEN NEEDED AND GIVE PRESENTATIONS ON THE ROLE OF THE CHAPLAIN IN HEALTH CARE. SIGNIFICANT NEED #2: ACCESS TO AND COST OF CARE: A) THE ORGANIZATION WILL PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS PROVIDING ACCESS SUPPORT TO THE COMMUNITY, SUCH AS FAITH IN ACTION TRANSPORTATION MINISTRY B) THE ORGANIZATION WILL CONTINUE TO SUPPORT SOCIAL WELFARE BOARD. SIGNIFICANT NEED #3: OBESITY: A) THE ORGANIZATION WILL AGAIN OFFER 4TH GRADE CHALLENGE IN ELEMENTARY SCHOOLS, PROVIDING PHYSICAL ACTIVITY AND EDUCATION ON HEALTHY EATING AND EXERCISE. B) THE ORGANIZATION WILL ONCE AGAIN PROVIDE KIDS IN THE KITCHEN HEALTHY COOKING CLASS. C) THE ORGANIZATION WILL PROVIDE AN ADULT HEALTHY LIFESYTLE PROGRAM. D) THE ORGANIZATION WILL ALSO SUPPORT SECOND HARVEST COMMUNITY FOOD BANK IN PROVIDING HEALTHY FOOD CHOICES. THE COMPLETE CHNA WITH IMPLEMENTATION STRATEGY CAN BE FOUND AT: HTTPS://WWW.MYMLC.COM/GENERAL/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ST-JOSEPH-CHNA/ Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - Heartland Regional Medical Center (Mosaic-St. Joseph):. FINANCIAL COUNSELORS ARE AVAILABLE ONSITE TO EXPLAIN AND HELP PATIENTS AND GUARANTORS WITH THE FINANCIAL ASSISTANCE POLICY. SEE FINANCIAL ASSISTANCE POLICY FOR A COMPLETE DESCRIPTION OF EFFORTS MADE BEFORE INITIATING COLLECTION ACTIONS. 23 Cameron Mosaic Life Care 923 North Walnut Street Cameron MO 64429 Family Care, Neurology, and Endocrinology Mosaic Life Care Clinics 902 North Riverside Road St Joseph MO 64507 Medical Oncology, CARDIOVASULAR CARE, Outpatient Infusion, and Radiation Oncology Mosaic Life Care Clinics 2600 Miller Street Bethany MO 64424 Cardiology and Endocrinology Mosaic Life Care Clinics 901 Heartland Road St Joseph MO 64506 Infectious, Endocrinology, Internal Medicine, Wound, Sleep Disorder, Women's Health and Menopause Mosaic Life Care Clinics 5301 Faraon Street Suites XXX-XX-XXXX 210B St Joseph MO 64506 Ears Nose and Throat, Pulmonary and Critical Care, and Physical Medicine and Rehabilitation Mosaic Life Care Clinics 711 North 36th Street Suite 100 Low er Level St Joseph MO 64506 Family Care & Outpatient Therapy Mosaic Life Care Clinics 5210 North Belt Highway Entrance B C St Joseph MO 64506 Family Care Mosaic Life Care Clinics 5514 Corporate Drive Suites 120 150 St Joseph MO 64507 Internal Medicine and Pediatrics Mosaic Life Care Clinics 105 Far West Drive Suites 100 201 2 02 St Joseph MO 64506 Internal Medicine, Pediatrics, Family Care, Neurology, Outpat Infusion, & Outpatient Behavior Health Mosaic Life Care Clinics 802 North Riverside Road St Joseph MO 64506 Bariatric, Breast, CardioThoracic & General Surgery, Pain Management, Rheumatology, Vein Care & etc. Medical Oncology Mosaic Life Care 1610 East Evergreen Suite B Cameron MO 64429 Cancer Care Mosaic Life Care Clinics 2016 South Main Maryville MO 64468 Medical Oncology, Neuro Surgery, Maternity, Imaging, Cancer Care, Cardiology, Cardiopulmonary Rehab Mosaic Life Care Hospice at Stanberry 307 Pineview Pine View Manor Rm 507 Stanberry MO 64489 Hospice Mosaic Life Care Clinics 3620 Fredrick Avenue St Joseph MO 64506 Outpatient Imaging, Counseling Care, & Radiology Mosaic Life Care Clinics 3007 North Belt Highway St Joseph MO 64506 Outpatient Therapy & Chiropractic Care Plastic Surgery & Dermatology Mosaic 5204 North Belt Highway Suite A St Joseph MO 64506 Plastic Surgery & Dermatology Mosaic Life Care Clinics 1600 East Evergreen PO Box 557 Cameron MO 64429 Pulmonary, Cardiology, & Vascular Mosaic Life Care Clinics 1707 East 9th Street Trenton MO 64683 Family Care Urgent Care St Joseph Mosaic Life Care 1115 North Belt Highway St Joseph MO 64506 Urgent Care Mosaic Life Care Clinics 104 North 6th Atchison KS 66002 Cancer Care Troy Mosaic Life Care 207 South Main Troy KS 66087 Family Care Endocrinology Mosaic Life Care 820 Raven Hill Drive Atchison KS 66002 Endocrinology, Nephrology, & Vascular Mosaic Life Care at St Joseph Nephrology 1009 West St Maarten Drive St Joseph MO 64506 Nephrology Schedule H, Part I, Line 7 Column F NO BAD DEBT EXPENSE IS REPORTED ON FORM 990, PART IX, LINE 25, AS IT IS REPORTED ON FORM 990, PART VIII, LINE 2A IN NET PATIENT SERVICE REVENUE. Schedule H, Part I, Line 3c In FY2024, Heartland Regional Medical Center (Mosaic-St. Joseph) modified the Financial Assistance Policy (FAP) eligibility criteria to include an asset test. Includable assets, which are assets identified in the FAP, are combined with gross household income and compared to the Federal Poverty Guidelines threshold previously established by Mosaic-St. Joseph for free or discounted care. Schedule H, Part I, Line 6a Not applicable Schedule H, Part I, Line 7b DURING THE YEAR-ENDED 06/30/2024, Heartland Regional Medical Center (Mosaic-St Joseph) reduced the estimated FEDERAL REIMBURSEMENT ALLOWANCE program liability related to prior program years by approximately $4,315,000 thereby increasing patient service revenue by the same amount. This change in estimate was the result of the state of Missouri providing Mosaic-St Joseph final settlement notifications during the year ended June 30, 2024. Due to the subjectivity involved in making these estimates due to the lack of historical precedence with respect to how the state administers the program, there is at least a reasonable possibility that recorded estimates will change by a material amount in the near term. Schedule H, Part VI, Line 7 NOT APPLICABLE Schedule H, Part I, Line 7g Subsidized Health Services NOT APPLICABLE Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE WAS THE COST TO CHARGE RATIO DERIVED FROM THE CALCULATIONS FROM WORKSHEET 2. Schedule H, Part II Community Building Activities Heartland Regional Medical Center (Mosaic-St. Joseph) community building activities promoted the health of the communities served by providing several educational programs to help maintain a healthy lifestyle. These are well-advertised and most of them are free of charge. Programs like adult healthy lifestyles and kids in the kitchen healthy cooking classes to help reduce adult and childhood obesity. Another program is 4th grade health challenge which participates with local elementary schools to help reduce obesity with emphasis on mental health. Mosaic-St. Joseph community building activities also provides the community with mental health support though collaboration with Community Behavioral Health Alliance and Mosaic-St. Joseph Spiritual Health Department. Mosaic-St. Joseph will continue to provide financial support to agencies that provide mental health services. Mosaic-St. Joseph also provides economic support to help re-vitalize the downtown St. Joseph area and facilitate job growth throughout the greater St. Joseph area. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Heartland Regional Medical Center (Mosaic-St. Joseph) calculates bad debt expense at the established rate as reported in patient service revenue in the audited financial statements. Discounts provided by third-party payors on patient accounts are written off as contractual allowances. Payments received on an account previously written off to bad debt expense are credited to a bad debt recovery account. Schedule H, Part III, Line 3 Bad Debt Expense Methodology HEARTLAND REGIONAL MEDICAL CENTER (MOSAIC-ST. JOSEPH) uses a third party to electronically review a patient's or the Guarantor's information to assess financial need. This review utilizes a healthcare industry-recognized, predictive model that is based on public record databases and does not access the patient's or guarantor's credit file. The model's rule set is designed to assess each patient based upon the same standards and is calibrated against historical Financial Assistance approvals by Mosaic-St. Joseph. This enables Mosaic-St. Joseph to assess whether a patient is characteristic of other patients who have historically qualified for Financial Assistance under the traditional application process. When the model is utilized, it will be deployed prior to bad debt assignment or after all other eligibility and payment sources have been exhausted. This allows Mosaic-St. Joseph to screen all patients for Financial Assistance prior to pursuing any extraordinary collection actions. AS A RESULT, MOSAIC-ST. JOSEPH REPORTED ZERO DOLLARS FOR THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S Financial Assistance Policy. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Please see THE ACCOUNTS RECEIVABLE FOOTNOTE ON PAGE 11 and the Patient Service revenue Footnote regarding implicit price concessions on page 18 OF The ATTACHED AUDITED FINANCIAL STATEMENTS. SEE ALSO THE PARAGRAPH IN THE CHARITY CARE FOOTNOTE ON PAGE 19. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO DIRECTLY FROM THE MEDICARE COST REPORT WHICH RESULTS IN A SHORTFALL OF COVERING MOSAIC-ST. JOSEPH'S COST OF TREATING MEDICARE PATIENTS. THIS SHORTFALL, IN ADDITION TO NON-PAYMENT BY MEDICARE RECIPIENTS FOR THEIR DEDUCTIBLE AND COINSURANCE AMOUNT INCREASES FINANCIAL ASSISTANCE AND BAD DEBT. Mosaic-St. Joseph PROVIDES SERVICES TO ALL MEDICARE PATIENTS WITH THE KNOWLEDGE THAT THE COST OF PROVIDING CARE TO THEM MAY EXCEED THE REIMBURSEMENT FROM MEDICARE FOR THE SERVICES PROVIDED. THE SHORTFALL OF COSTS, FINANCIAL ASSISTANCE AND BAD DEBT IS CONSIDERED TO BE A COMMUNITY BENEFIT BECAUSE THE HOSPITAL IS ABSORBING THE COST OF PROVIDING CARE TO THE ELDERLY AND DISABLED IN THE COMMUNITY. Mosaic-St. Joseph'S net community benefit expense (Schedule H, Part i, line 7, column (e)) as a percentage is 6.24%, and the percentage increases to 12.69% if Medicare shortfalls (SCHEDULE H, PART III, SECTION B, LINE 7) are included in net community benefit expense. IN ADDITION, THIS COINCIDES WITH THE IRS REVENUE RULING 69-545, WHICH provides general requirements for tax exemption, along with section 501(c)(3) AND 501(r). Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance HEARTLAND REGIONAL MEDICAL CENTER (HRMC) FINANCIAL ASSISTANCE POLICY CONTAINS THE ACTIONS HRMC MAY TAKE IN THE EVENT OF A PATIENT'S NON-PAYMENT, INCLUDING COLLECTION ACTIONS AND REPORTING TO CREDIT AGENCIES. THESE ACTIONS APPLY BROADLY TO HRMC PATIENTS, INCLUDING THOSE PATIENTS HRMC KNOWS QUALIFY FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY (FAP). UNDER HRMC'S FAP, PATIENTS MAY RECEIVE FREE OR DISCOUNTED CARE, DEPENDING ON THEIR FINANCIAL QUALIFICATIONS. FOR FAP-ELIGIBLE PATIENTS WITH BALANCES REMAINING AFTER DISCOUNTS, COLLECTION ACTIONS WILL NOT BE TAKEN WITHIN 120 DAYS OF ISSUING THE FIRST POST-DISCHARGE STATEMENT(S). DURING THIS 120-DAY PERIOD, PATIENTS WILL RECEIVE FOUR WRITTEN STATEMENTS. IF FOR SOME REASON A MONTHLY STATEMENT IS RETURNED AS UNDELIVERABLE, HRMC WILL ATTEMPT TO OBTAIN A CORRECT ADDRESS OR REACH THE PATIENT BY TELEPHONE. IF, AFTER 120 DAYS, THE PATIENT HAS NOT REMITTED PAYMENT OR AGREED TO A PAYMENT PLAN WITH HRMC, THE PATIENT ACCOUNT WILL BE TURNED OVER TO A THIRD-PARTY COLLECTION AGENCY. Schedule H, Part V, Section B, Line 16a FAP website - Heartland Regional Medical Center: Line 16a URL: SEE SCHEDULE O; Schedule H, Part V, Section B, Line 16b FAP Application website - Heartland Regional Medical Center: Line 16b URL: SEE SCHEDULE O; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Heartland Regional Medical Center: Line 16c URL: SEE SCHEDULE O; Schedule H, Part VI, Line 2 Needs assessment Heartland Regional Medical Center (Mosaic-St. Joseph) HAS A ROBUST APPROACH FOR ASSESSING THE NEEDS OF THE COMMUNITIES IT SERVES. THIS ONGOING COMMITMENT INCLUDES COLLABORATING WITH LOCAL GROUPS, SCHOOL DISTRICTS AND CITY AND COUNTY AGENCIES TO IDENTIFY NEEDS, PROMOTE HEALTHY LIVING, ASSURE THAT AFFORDABLE MEDICAL SERVICES ARE AVAILABLE, DEVELOP STRATEGIES FOR IMPROVING EDUCATION AND ECONOMIC STRENGTH, AND PROVIDING ONGOING SUPPORT. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Heartland Regional Medical Center (Mosaic-St. Joseph) INFORMS AND EDUCATES PATIENTS AND GUARANTORS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BEGINNING AT THE REGISTRATION DESK AND CONTINUING WITH FINANCIAL ASSISTANCE INFORMATION BEING INCLUDED ON EVERY BILLING STATEMENT A PATIENT OR GUARANTOR RECEIVES FROM Mosaic-St. Joseph. GUIDELINES FOR THE PROGRAM ARE AVAILABLE AT EACH REGISTRATION DESK AND ARE INCLUDED IN ALL ADMISSION PACKETS. PATIENTS ARE CONTACTED IF THE PATIENT IS EXPECTED TO HAVE A FINANCIAL RESPONSIBILITY FOR THE VISIT. A FINANCIAL COUNSELOR ATTEMPTS TO VISIT THE ROOM OF EVERY UNINSURED PATIENT THAT IS ADMITTED TO OUR FACILITY FOR OBSERVATION OR INPATIENT CARE. THE COUNSELOR DISCUSSES PAYMENT OPTIONS WITH THE PATIENT AND CAN ASSIST THEM WITH VARIOUS OPTIONS THAT INCLUDE, BUT ARE NOT LIMITED TO, MEDICAID APPLICATION, HEALTH CARE EXCHANGE ELIGIBILITY AND ELIGIBILITY UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. COUNSELORS ALSO WORK WITH OUR CARE MANAGEMENT STAFF TO SUPPORT THE DISCHARGE PROCESSES SO THAT FINANCIAL HARDSHIP DOES NOT KEEP THE PATIENT FROM RECEIVING THE APPROPRIATE FOLLOW-UP CARE. THIS ASSISTANCE INCLUDES INSTRUCTIONS FOR SCHEDULING AN APPOINTMENT WITH A FINANCIAL COUNSELOR WHO CAN ASSIST THEM IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION. Schedule H, Part VI, Line 4 Community information THE ORGANIZATION'S PRIMARY AND SECONDARY SERVICE AREA IS AN 18 COUNTY URBAN/RURAL REGION LOCATED IN NORTHWEST MISSOURI AND NORTHEAST KANSAS. THE POPULATION IS ELDERLY AND UNDERINSURED. THE LOCAL ECONOMY CONSISTS OF AGRICULTURAL, SMALL MANUFACTURING AND SELF-EMPLOYED BUSINESSES, PRIMARILY BLUE-COLLAR WORKERS. THE ORGANIZATION SUPPORTS A PAYOR MIX OF APPROXIMATELY 72.56% GOVERNMENTAL OR SELF-PAY PATIENTS. 21.2% OF THE POPULATION IS BELOW THE POVERTY LEVEL; 26.1% OF THE POPULATION SMOKES; AND 36.9% HAVE A BODY MASS INDEX GREATER THAN 30. MORE THAN 64.7% OF THE ELEMENTARY AGE STUDENTS RECEIVE FREE OR REDUCED-COST LUNCHES. Schedule H, Part VI, Line 5 Promotion of community health HEARTLAND REGIONAL MEDICAL CENTER (MOSAIC-ST. JOSEPH) IS A NONPROFIT HOSPITAL OPERATING TO SERVE A PUBLIC RATHER THAN A PRIVATE INTEREST AND MEETING THE REQUIREMENTS OF REVENUE RULING 69-545. CONTROL OF MOSAIC-ST. JOSEPH RESTS WITH ITS BOARD, WHICH IS PRIMARILY COMPOSED OF MEMBERS OF THE COMMUNITY, IN ADDITION TO A FEW SELECT EMPLOYEES OF MOSAIC-ST. JOSEPH. MOSAIC-ST. JOSEPH ACCEPTS PATIENTS PAYING WITH MEDICAID AND MEDICARE AND OPERATES AN ACTIVE AND GENERALLY ACCESSIBLE EMERGENCY ROOM OPEN TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. MOSAIC-ST. JOSEPH USES SURPLUS FUNDS TO IMPROVE THE QUALITY OF PATIENT CARE, MAINTAIN AND IMPROVE EQUIPMENT AND FACILITIES, EXTEND SERVICE OFFERINGS TO NEW AREAS AND PROVIDE SUPPORT TO THE COMMUNITIES IT SERVES. MOSAIC-ST. JOSEPH PROMOTES HEALTH IN THE ST. JOSEPH REGION IN NUMEROUS WAYS. Mosaic-St. Joseph extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. HIGHLIGHTED BELOW ARE EXAMPLES IN WHICH MOSAIC-ST. JOSEPH PROVIDED DIRECT FUNDING SUPPORT TO THE COMMUNITY ORGANIZATIONS WITH LIKE MISSIONS. IN FY24, MOSAIC-ST. JOSEPH MAINTAINED A POST NATAL PROGRAM IN WHICH A NURSE WILL MAKE FOLLOW UP PHONE CALLS FOR EVERY PATIENT TO ARRANGE FOLLOW UP CARE FOR THE BABIES AND SETUP CAR SEAT CHECKS FOR EACH INFANT IF DESIRED. IN ADDITION, THIS DEPARTMENT PROVIDES TWO HOURS OF SUPPORT TO THE BREASTFEEDING GROUP TWICE A WEEK. THIS IS DONE AT NO EXPENSE TO THE PATIENT AND IS A NON-BILLABLE SERVICE THAT IS PROVIDED AS A COMMUNITY BENEFIT. IN FY24, THESE COMMUNITY HEALTH IMPROVEMENT PROGRAMS WERE ALSO OFFERED: 1. 4TH GRADE HEALTH CHALLENGE IN ELEMENTARY SCHOOLS 2. ADULT HEALTHY LIFESTYLE PROGRAM (REPLACED POUND PLUNGE) PILOTED WITH CANCER SURVIVORS 3. KIDS IN THE KITCHEN HEALTHY COOKING CLASSES IN ELEMENTARY SCHOOLS THE 340B DRUG PRICING PROGRAM ("340B PROGRAM") ENABLES SAFETY NET HEALTHCARE ORGANIZATIONS SERVING UNINSURED, VULNERABLE AND INDIGENT POPULATIONS TO PURCHASE OUTPATIENT PRESCRIPTION DRUGS AT A DISCOUNT. MOSAIC-ST. JOSEPH HAS PARTICIPATED IN THIS PROGRAM SINCE 2011. THIS PARTICIPATION HAS GENERATED REVENUE FROM THE CONTRACTED RETAIL PHARMACY RELATIONSHIPS AND HAS REDUCED DRUG PRICING FOR OUTPATIENT MEDICATIONS. THE PROGRAM IS CURRENTLY THREATENED BY LEGISLATIVE CHALLENGES. Schedule H, Part VI, Line 6 Affiliated health care system Mosaic Health System (Parent) is a Missouri nonprofit corporation located in St. Joseph, Missouri, that provides, through its various subsidiaries and affiliates, an integrated health care delivery system, including inpatient and outpatient care and physician services to residents of Northwest Missouri and adjacent areas in Iowa, Kansas and Nebraska. As the system manager, the Parent's mission is to manage the exempt public charities in its health care system as a "supporting organization" within the meaning of Sections 501(c)(3) and 509(a)(3) of the Internal Revenue Code (IRC). The Parent has ownership interest in the following related organizations: Heartland Regional Medical Center dba Mosaic Life Care (Mosaic-St. Joseph) is a Missouri nonprofit corporation located in St. Joseph, Missouri, that operates a general medical and surgical hospital with 348 licensed beds and employs both primary and specialty physicians. The Parent is the sole corporate member of Mosaic-St. Joseph. Mosaic Medical Center-Maryville (Mosaic-Maryville) is a Missouri nonprofit corporation located in Maryville, Missouri, that operates a general medical and surgical hospital with 81 licensed beds and employs both primary and specialty physicians. The Parent is the sole corporate member of Mosaic-Maryville. Obligated Group: The Parent, Mosaic-St. Joseph and Mosaic-Maryville are members of the Obligated Group, which is liable for certain long-term debt outstanding under a Master Trust Indenture (see Note 5). The Parent also has ownership interest in the following related organizations: Northwest Medical Center Association, Inc. dba Mosaic Medical Center-Albany (Mosaic-Albany) is a Missouri nonprofit corporation located in Albany, Missouri, that provides inpatient, outpatient and emergency care services as a critical access hospital with 25 licensed beds. The Parent is the sole corporate member of Mosaic-Albany. Heartland Long-Term Acute Care Hospital (LTACH) is a Missouri nonprofit corporation that operates a long-term acute care hospital with 41 licensed beds in space leased from Mosaic-St. Joseph. The Parent is the sole corporate member of LTACH. Heartland Foundation dba Mosaic Life Care Foundation is a Missouri nonprofit corporation whose mission and principal activities are to empower children and adults to build healthier, more livable communities, primarily in northwest Missouri and neighboring counties in Iowa, Kansas and Nebraska. The Parent is the sole corporate member of Mosaic Life Care Foundation. Northwest Medical Center Foundation (Albany Foundation) is a Missouri nonprofit corporation operated to perform the functions of, and/or to carry out the purposes of Mosaic-Albany and other charitable health care organizations located in Mosaic-Albany's service area. Albany Foundation's purposes shall include, but not be limited to, owning property, fundraising and making grants from its funds for the benefit of the Mosaic-Albany and the other organizations it supports. Mosaic-Albany is the sole corporate member of Albany Foundation. true Heartland Foundation 5325 Faraon Street St Joseph MO 64506 431262768 501c3 464349 General Support United Way of Greater St Joseph 118 South 5TH STREET St Joseph MO 64501 440547802 501C3 107080 General Support Second Harvest Community Food Bank 915 DOUGLAS Street St Joseph MO 64505 431268319 501C3 100500 12665 Other Meals donated General Support North Central Missouri College Foundation 1301 Main Street Trenton MO 646831824 431423040 501C3 100000 General Support St Joseph Area Chamber of Commerce 3003 Frederick Avenue St Joseph MO 64506 440419460 501c6 96700 Sponsorship Samaritan Counseling Center Inc 902 Edmond Street St Joseph MO 64501 431615018 501C3 50000 General Support Pivotal Point 3000 Parkway A St Joseph MO 64507 271481997 501C3 50000 General Support Northwest Foundation Inc 800 University Drive Maryville MO 64468 237165025 501C3 50000 General Support ST Kolbe-Puckett Center for Healing Inc 210 North 7th Street St Joseph MO 64501 822433712 501C3 40000 General Support St Joseph School District 1415 N 26th Street St Joseph MO 64506 386000681 City of St Joseph 35500 General Support St Joseph Mustangs 4707 College Blvd Suite 204 Leawood KS 66211 261723796 30000 General Support Community Alliance 3003 Frederick Avenue St Joseph MO 64506 050587096 501C3 25000 General Support Ashland United Methodist Church 2211 Ashland Ave St Joseph MO 64506 440653008 501C3 15000 General Support Albrecht-Kemper Museum of Art Foundations 2818 FREDERICK St Joseph MO 64506 431855334 501C3 11650 General Support Faith in Action 2711 Ashland Avenue St Joseph MO 64506 440653008 501C3 10000 General Support Sisters of Solace 3024 Frederick Ave St Joseph MO 64506 831624357 501C3 10000 General Support Kansas City Metropolitan Crime Commission Inc 3100 Broadway 1234 Kansas City MO 64111 440540176 501C3 7250 General Support MWSU Foundation Inc 5425 DOWNS DRIVE St Joseph MO 64507 237035423 501c3 7100 Sponsorship Ladies Union Benevolent Association dba Noyes Home for Children 801 N Noyes Blvd St Joseph MO 64506 440563788 501C3 6800 General Support Community Foundation of Northwest Missouri 1010 W St Maartens Dr Suite C St Joseph MO 64506 270436182 501C3 6500 General Support Northwest Missouri Childrens Advocacy Center 1807 Woodbine Road St Joseph MO 64506 431910148 501C3 6000 General Support The Crossing Outreach 701 South 8th Street St Joseph MO 64501 464195177 501C3 5000 General Support YMCA of St Joseph Missouri 315 South 6th Street St Joseph MO 64501 440552491 501C3 5000 General Support Bishop LeBlond High School 3529 Frederick Ave St Joseph MO 64506 440540454 501C3 5000 General Support BUCHANAN COUNTY SHERIFF 411 Jules St Joseph MO 64501 134306636 Buchanan County 5000 General Support 23 2 Scholarships 33 20000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The organization is committed to the development of a healthy community. Grants are provided to local groups that achieve these objectives. Generally Heartland Regional Medical Center (Mosaic-St. Joseph) officers, directors or employees are in a volunteer position or are a board member of the recipient organization. The recipients are required to submit quarterly reports to Heartland Regional Medical Center detailing the program's expenditures and progress toward the stated goals. Heartland Regional Medical Center's Advocacy department monitors the progress. In FY2024 through the receipt of the Healthcare Services Group Charitable Foundation contribution, Mosaic- St. Joseph provided additional support to caregivers that were participating in Tuition Reimbursement through Mosaic per the HSGCF requirement. Leaders gathered names of potential candidates, then verified that the candidates were still pursuing their higher education along with being in good standing with HR. The dollars were divided based on the candidate list and each entity decided how they could assign their entity's portion. The Scholarship candidates are required to provide proof of acceptance to the institution, proof of full-time status as a student, a certified college transcript and two letters of recommendation. This helps to provide evidence the funds are used for the purpose for which it was awarded. true true false false false false false false false John M Poore Director/President/CEO 0 995932 0 135653 0 5334 0 13200 0 26711 0 1176830 0 0 Matt Lukens MD Director 654492 2500 137956 0 22910 0 13200 0 19671 0 848229 2500 0 0 Emily Larson DO Director 327362 2500 209394 0 28452 0 11250 0 35461 0 611919 2500 0 0 Angelia Martin MD Director 0 271350 0 2000 0 2571 0 5595 0 32061 0 313577 0 0 Mark Laney MD Former Director/President/CEO 0 0 0 0 0 1061154 0 0 0 0 0 1061154 0 0 Michael Pulido Former COO/Secretary 0 0 0 0 0 590338 0 0 0 20738 0 611076 0 0 Thomas Bieterman Former CFO/Treasurer 0 185573 0 287 0 0 0 2890 0 9927 0 198677 0 0 Davin Turner DO Chief Administrative Officer 0 594549 0 45616 0 5334 0 12413 0 30749 0 688661 0 0 Drew Keesbury CFO/Treasurer 0 445072 0 13200 0 900 0 0 0 17432 0 476604 0 0 Michael R Rinard Secretary 0 255214 0 24256 0 2038 0 11666 0 33249 0 326423 0 0 Edward P Kammerer MD Heartland Clinic Medical Director 471278 0 55739 0 27108 0 62853 0 31061 0 648039 0 17105 0 Gene A Claycomb President of Mosaic Medical Center 376783 0 35458 0 6262 0 10991 0 33911 0 463405 0 0 0 Rony M Abou-Jawde MD Staff Physician 954213 0 851093 0 24885 0 11250 0 31061 0 1872502 0 0 0 Robert Grant MD Staff Physician 892008 0 177500 0 71864 0 13200 0 33811 0 1188383 0 0 0 Arvind K Sharma MD Staff Physician 895908 0 185000 0 62000 0 13200 0 21471 0 1177579 0 0 0 Jonathan Amspacher MD Staff Physician 593663 0 509336 0 21770 0 13200 0 30451 0 1168420 0 0 0 Mohan R Hindupur MD Staff Physician 894345 0 185000 0 11556 0 13200 0 22447 0 1126548 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION IS ESTABLISHED BY MOSAIC HEALTH SYSTEM, A RELATED TAX-EXEMPT ORGANIZATION, USING THE FOLLOWING: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEYS OR STUDIES 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment Mosaic Health System, A RELATED TAX-EXEMPT ORGANIZATION, paid Samuel Mark Laney, CEO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation. Mosaic Health System, A RELATED TAX-EXEMPT ORGANIZATION, paid Michael Pulido, COO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan JOHN M POORE - VESTED $0; ACCRUED $200,000 MICHAEL R RINARD - VESTED $0; ACCRUED $31,360 DAVIN TURNER, DO - VESTED $0; ACCRUED $84,000 GENE A CLAYCOMB - VESTED $0; ACCRUED $54,431 DREW KEESBURY - VESTED $0; ACCRUED $53,667 EDWARD P KAMMERER, MD - VESTED $50,564; ACCRUED $0 THOSE LISTED ABOVE HAVE SIGNED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH RECOGNIZES THE VALUE OF THE INDIVIDUAL AND THE MUTUAL BENEFIT OF CONTINUED EMPLOYMENT FOR AN EXTENDED PERIOD OF TIME BY ESTABLISHING A 457F PLAN. THE FOLLOWING ARE THE GENERAL STIPULATIONS OF THE AGREEMENT: 1. THE PLAN IS FUNDED YEARLY AS THE RESULT OF A CALCULATION DESCRIBED IN THE AGREEMENT, WHICH WILL REWARD THE INDIVIDUAL WITH 100% VESTING BASED ON A 5-YEAR CLIFF VESTING SCHEDULE. 2. FOR SERP PARTICIPANTS PRIOR TO 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT WILL BE DISBURSED WITHIN 90 DAYS OF EACH SITUATION TAKING INTO CONSIDERATION A NON-COMPETE COVENANT. 3. FOR SERP PARTICIPANTES AFTER 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT DISTRIBUTES WITHIN 60 DAYS AND DOESN'T TAKE INTO ACCOUNT NON-COMPETE COVENANT. 4. SEPARATION WITH CAUSE MAKES THE SUPPLEMENTAL EXECUTIVE RETIREMENT AGREEMENT NULL AND VOID. RYAN FRAZER RYAN FRAZER IS THE SON OF GARY FRAZER 53342 RYAN FRAZER IS AN ATHLETIC TRAINER AT HEARTLAND REGIONAL MEDICAL CENTER AND IS THE SON OF GARY FRAZER, WHO IS A BOARD MEMBER FOR THE HEARTLAND REGIONAL MEDICAL CENTER. COMPENSATION IS WITHIN FAIR MARKET VALUE RANGE. THIS AMOUNT INCLUDES SALARY AND OTHER COMPENSATION FOR AN Athletic Trainer false Form 990, Part I, Line 4 & Form 990, Part VI, Section A, Line 1B THE FOLLOWING HEARTLAND REGIONAL MEDICAL CENTER DIRECTORS ARE NOT INDEPENDENT DUE TO TRANSACTIONS DISCLOSED ON THE FORM 990, SCHEDULE L: GARY FRAZER. THE FOLLOWING HEARTLAND REGIONAL MEDICAL CENTER DIRECTORS ARE NOT INDEPENDENT DUE TO TRANSACTIONS DISCLOSED ON THE MOSAIC HEALTH SYSTEM'S, A RELATED TAX-EXEMPT ORGANIZATION, FORM 990, SCHEDULE L: THOMAS RICHMOND. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS MICHAEL R RINARD, DREW KEESBURY, DAVIN TURNER, DO, AND JOHN M. POORE HAVE A BUSINESS RELATIONSHIP. Form 990, Part VI, Line 6 Classes of members or stockholders MOSAIC HEALTH SYSTEM, A RELATED TAX-EXEMPT CORPORATION, IS THE SOLE MEMBER OF HEARTLAND REGIONAL MEDICAL CENTER. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body As the sole member of Heartland Regional Medical Center (Mosaic-St. Joseph), Mosaic Health System, a related tax-exempt organization, has the right to elect all members of the board of directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Mosaic Health System, a related tax-exempt organization and the sole member, shall have the following powers: OVERALL STRATEGIC DIRECTION (EXCLUDING MATTERS RELATED PRIMARILY TO THE ACCOUNTABLE CARE ORGANIZATION (ACO) OPERATED BY THE HOSPITAL, INCLUDING SPECIFICALLY ANY MEDICARE SHARED SAVINGS PROGRAM CREATED UNDER THE AFFORDABLE CARE ACT), APPOINTMENT OF AUDITORS AND LEGAL COUNSEL, ESTABLISHMENT OF BANKING RELATIONSHIPS AND MANAGEMENT OF CASH AND OTHER ASSETS (EXCLUDING ACO SHARED SAVINGS DISTRIBUTIONS AND REPAYMENT OF SHARED LOSSES), LONG-RANGE PLANNING, ADOPTION OF ANNUAL OPERATING PLANS AND APPLICATION FOR CERTIFICATES OF NEED. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ACCOUNTING STAFF OF THE ORGANIZATION PREPARES THE FORM 990 AND SUBMITS A DRAFT TO AN INDEPENDENT ACCOUNTING FIRM. THE INDEPENDENT ACCOUNTING FIRM REVIEWS THE FORM 990 WITH INFORMATION PROVIDED FROM THE ORGANIZATION'S ACCOUNTING STAFF. THE DRAFT FORM 990 IS REVISED FOR ANY CORRECTIONS OR CLARIFICATIONS BASED ON THE REVIEW BY THE INDEPENDENT ACCOUNTING FIRM. THEN THE FORM 990 IS REVIEWED BY THE ORGANIZATIONS LEADERSHIP FOR ANY QUESTIONS AND CONCERNS. AFTER RESOLVING QUESTIONS AND CONCERNS WITH LEADERSHIP AND THE ACCOUNTING FIRM, THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PRESENTED TO BOARD FOR APPROVAL. ONCE APPROVED THEN THE 990 TAX RETURN IS ELECTRONICALLY FILED. Form 990, Part VI, Line 12c Conflict of interest policy THIS CONFLICTS OF INTEREST AND DOCUMENTATION POLICY ("POLICY") APPLIES TO ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION AND ANY OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE DECISIONS AND AFFAIRS OF THE ORGANIZATION (COLLECTIVELY, "COVERED PERSONS"). DUTY TO DISCLOSE IF AN INTERESTED PERSON HAS A POSITION OR FINANCIAL INTEREST IN ANY BUSINESS OR OTHER ENTITY WITH WHICH THE ORGANIZATION IS CONSIDERING ENTERING INTO AN ARRANGEMENT OR TRANSACTION, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER POSITION OR FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED THERETO TO THE ORGANIZATION'S BOARD OF DIRECTORS (THE "BOARD") OR EXECUTIVE COMMITTEE AS SOON AS THE INTERESTED PERSON HAS KNOWLEDGE OF THE POTENTIAL ARRANGEMENT OR TRANSACTION, AND WHENEVER REQUESTED BY THE BOARD OR THE EXECUTIVE COMMITTEE. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF A POSITION OR A FINANCIAL INTEREST BY AN INTERESTED PERSON, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON (INCLUDING THOSE INTERESTED PERSONS WHO ARE MEMBERS OF THE BOARD OR EXECUTIVE COMMITTEE) WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IN CONNECTION WITH THE PROPOSED TRANSACTION IS DISCUSSED BY THE BOARD OR THE EXECUTIVE COMMITTEE AND VOTED UPON. A POSITION OR A FINANCIAL INTEREST WILL BE CONSIDERED A CONFLICT OF INTEREST ONLY IF THE BOARD OR THE EXECUTIVE COMMITTEE MAKES SUCH DETERMINATION. AN INTERESTED PERSON IS CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO HIS OR HER COMPENSATION IF THE PERSON RECEIVES COMPENSATION FROM THE ORGANIZATION AND THE PERSON'S COMPENSATION IS BEING DISCUSSED OR REVIEWED BY THE BOARD OR ANY COMMITTEE THEREOF. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST -BEFORE ANY DISCUSSION AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR THE EXECUTIVE COMMITTEE REGARDING THE INTERESTED PERSON'S POSITION OR FINANCIAL INTEREST. AFTER SUCH PRESENTATION, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION. -THE BOARD OR THE EXECUTIVE COMMITTEE WILL UNDERTAKE APPROPRIATE DUE DILIGENCE AND INFORM ITSELF OF ALL MATERIAL INFORMATION REASONABLY AVAILABLE TO IT AND EXPLORE ALL REASONABLE ALTERNATIVES TO THE PROPOSED TRANSACTION THAT WOULD NOT INVOLVE THE CONFLICT OF INTEREST. -IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE PROPOSED TRANSACTION IS (I) IN THE ORGANIZATION'S BEST INTEREST, (II) FOR THE ORGANIZATION'S OWN BENEFIT, AND (III) FAIR AND REASONABLE TO THE ORGANIZATION. IN CONFORMITY WITH THIS DETERMINATION, THE BOARD WILL MAKE ITS DECISION AS TO WHETHER THE ORGANIZATION MAY ENTER INTO THE PROPOSED TRANSACTION. QUORUM FOR BOARD OR EXECUTIVE COMMITTEE ACTION FOR PURPOSES OF THE BOARD OR EXECUTIVE COMMITTEE ACTIONS TO BE TAKEN UNDER THESE PROCEDURES, INCLUDING THE DETERMINATION WHETHER A CONFLICT OF INTEREST EXISTS, A MAJORITY OF THE DISINTERESTED DIRECTORS ON THE BOARD OR THE EXECUTIVE COMMITTEE WILL CONSTITUTE A QUORUM. HOWEVER, IN NO CASE WILL A SINGLE DISINTERESTED DIRECTOR TAKE ANY SUCH ACTION. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY IF THE BOARD OR THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE A POSITION OR A FINANCIAL INTEREST, IT WILL INFORM THE COVERED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE COVERED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED UNDER THE CIRCUMSTANCES, THE BOARD OR THE EXECUTIVE COMMITTEE DETERMINES THAT THE COVERED PERSON HAS IN FACT FAILED TO DISCLOSE A POSITION OR A FINANCIAL INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. DOCUMENTATION IN MINUTES THE MINUTES OF THE BOARD OR THE EXECUTIVE COMMITTEE WILL CONTAIN: -WITH RESPECT TO THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS, THE NAME OF THE INTERESTED PERSON WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE A POSITION OR FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; THE NATURE OF THE POSITION OR FINANCIAL INTEREST; ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; AND THE BOARD OR THE EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. -WITH RESPECT TO WHETHER OR NOT THE CONFLICT OF INTEREST TRANSACTION IS APPROVED, THE NAMES OF THE PERSONS PRESENT FOR THE DISCUSSIONS AND VOTE RELATED TO THE PROPOSED TRANSACTION; THE CONTENT OF THE DISCUSSION; WHETHER ALTERNATIVES WERE DISCUSSED THAT DID NOT INVOLVE A CONFLICT OF INTEREST; THE BASIS FOR THE DETERMINATION THAT THE PROPOSED TRANSACTION WAS (I) IN THE ORGANIZATION'S BEST INTEREST, (II) FOR THE ORGANIZATION'S OWN BENEFIT, AND (III) FAIR AND REASONABLE TO THE ORGANIZATION; AND THE RECORD OF THE VOTE TAKEN IN CONNECTION WITH THE PROCEEDINGS. ANNUAL STATEMENTS EACH COVERED PERSON WILL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: -HAS RECEIVED A COPY OF THIS POLICY; -HAS READ AND UNDERSTANDS THE POLICY; -HAS AGREED TO COMPLY WITH THE POLICY; AND -UNDERSTANDS THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION THE ORGANIZATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, EACH COVERED PERSON WILL ANNUALLY COMPLETE, SIGN AND PROMPTLY RETURN TO THE BOARD A QUESTIONNAIRE AND DISCLOSURE STATEMENT SUBSTANTIALLY IN THE FORM ATTACHED HERETO. A COVERED PERSON NEED NOT DISCLOSE COMPENSATION PAID TO THE COVERED PERSON BY ORGANIZATION PURSUANT TO A RESOLUTION OF THE BOARD. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALL OF THESE DOCUMENTS ARE LOCATED IN ADMINISTRATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net assets released from restrictions - -311835; Form 990, Part XII, Line 2c Financial Statements and Reporting The results of the consolidated audit are reviewed by the Mosaic Health System Board, a related tax-exempt organization. Schedule H, Part I, Line 7h Mosaic Life Care's Clinical Research Program provides alternative treatment options when standard of care has failed. These patients may not have access to other treatments. Clinical Research coordinators seamlessly provide care for patients outside of normal treatment options. Clinical research is an important part of any medical care because it helps advance the sciences developed to treat and ultimately lead to management, and a possible cure, for multiple diagnosis. The clinical research department at Mosaic Life Care provides education to the community on the types of clinical research we can provide which includes pharmaceuticals, medical devices, case studies, retrospective chart reviews, prospective trials, humanitarian device trials, compassionate use trials, emergency use trials and much more. The Research team will assist the patients in proper screening and determine eligibility. Schedule H, Part V, Section B, Line 16a FAP Website URL https://www.mymlc.com/Main/Location/st-joseph-mo/mosaic-life-care-at-st.-joseph-medical-center/main-medical-center/medical-bills-made-easy/financial-assistance/ Schedule H, Part V, Section B, Line 16b FAP Application Form https://www.mymlc.com/Main/Location/st-joseph-mo/mosaic-life-care-at-st.-joseph-medical-center/main-medical-center/medical-bills-made-easy/financial-assistance/ Schedule H, Part V, Section B, Line 16c FAP Plain Language Summary https://www.mymlc.com/Main/Location/st-joseph-mo/mosaic-life-care-at-st.-joseph-medical-center/main-medical-center/medical-bills-made-easy/financial-assistance/ FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION IS ESTABLISHED BY MOSAIC HEALTH SYSTEM, A RELATED tax-exempt organization. AN ANNUAL REVIEW WAS PERFORMED DURING THE PRIOR FISCAL YEAR. MARKET DATA WAS PROVIDED BY A THIRD PARTY COMPENSATION CONSULTANT THAT SPECIALIZES IN MARKET SALARY DATA. A COMPENSATION COMMITTEE COMPRISED OF MOSAIC HEALTH SYSTEM BOARD CHAIR, MOSAIC HEALTH SYSTEM BOARD VICE-CHAIR AND THREE ADDITIONAL MOSAIC HEALTH SYSTEM BOARD MEMBERS AND INDEPENDENT LEGAL COUNSEL, AS SCRIBE, OVERSAW AN ANNUAL SALARY REVIEW PROCESS FOR OFFICERS AND Presidents. For each position to be reviewed, the full scope of duties and responsibilities, processes managed, approximate revenue, expense, or capital dollars managed were provided to the third-party consultant. Facility size, not-for- profit status and the scope of each job position were compared to like facilities to determine base compensation and incentive compensation for each position. The data gathered by the third-party consultant was reviewed by the compensation committee, outlier issues were resolved and based upon present financial indicators, the committee made its determination of compensation levels for the next pay year on 9/19/2023 as documented in the meeting minutes. Form 990, Part X Effective January 1, 2020, Mosaic Health System, a related tax-exempt organization, was assigned and assumed certain assets and liabilities from its subsidiaries. As the system manager, Mosaic Health System's mission is to manage the exempt public charities in the health care system as a "supporting organization" within the meaning of Sections 501(c)(3) and 509(a)(3) of the Internal Revenue Code. 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