2022-11-02T08:45:20-05:00 2021-12-31 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2021-01-01 841337350 SOUTHWEST HEALTH SYSTEM INC SOUT 9705656666 1311 NORTH MILDRED ROAD CORTEZ CO 81321 JULIE LEONARD CFO 9705656666 2022-10-31 1 JULIE LEONARD 999009999 NATHAN A RODGERS CPA P01568275 5029923500 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JULIE LEONARD 1311 NORTH MILDRED ROAD CORTEZ CO 81321 73211618 0 X WWW.SWHEALTH.ORG X 1996 CO TO PROVIDE QUALITY HEALTHCARE TO OUR COMMUNITY. 4 4 583 0 0 0 11211178 3092573 56977051 69381341 76712 -115408 164983 644036 68429924 73002542 0 0 0 0 36601035 39521765 0 0 0 31195482 32301457 67796517 71823222 633407 1179320 64837245 66730739 46875566 47476340 17961679 19254399 TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH. 0 0 67687904 69381341 DURING 2021, SOUTHWEST HEALTH SYSTEMS SERVED APPROXIMATELY 51,323 INPATIENTS AND OUTPATIENTS, 54,836 PATIENTS WERE SERVED THROUGH OUR PHYSICIAN CLINICS, AND 12,606 PATIENTS WERE SEEN IN OUR EMERGENCY ROOM. 67687904 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 101 0 1 583 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X JULIE LEONARD 9705642153 1311 NORTH MILDRED CORTEZ CO 81321 DAN VALVERDE CHAIR 3.50 X 0 0 0 TOM RICE CHAIRPERSON RECREATION STAFF (END 04/21) 3.50 X 0 0 0 SUSAN HODGDON VICE-CHAIR 3.00 X 0 0 0 CODY BURKE VICE-CHAIR (END 05/21) 2.00 X 0 0 0 SHIRLEY JONES SECRETARY/TREASURER 2.00 X 0 0 0 SEAN KILLOY DIRECTOR (BEG 09/21) 2.00 X 0 0 0 JEANETTE FILPI CEO 40.00 X 0 0 0 JULIE LEONARD CFO 40.00 X 0 0 0 BEN CARELOCK CHIEF OF STAFF 40.00 X 276652 0 19627 JOHN BROOKS ESQ LEGAL 40.00 X 151992 0 0 BRADEN JONES CLINIC PHYSICIAN 40.00 X 698356 0 20813 ERIN SCHMITT CLINIC PHYSICIAN 40.00 X 498139 0 19566 KEVIN MATTESON CLINIC PHYSICIAN 40.00 X 528469 0 19718 KENTON ASCHE HOSPITAL PHYSICIAN 40.00 X 439154 0 19639 DOUGLAS BAGGE HOSPITAL PHYSICIAN 40.00 X 472765 0 27020 3065527 0 126383 48 0 1 0 MEDEFIS CONSOLIDATED PO BOX 5068 NEW YORK NY 100875068 CONTRACT EMPLOYEES 1208441 TRANE PO BOX 98167 CHICAGO IL 60693 BUILDING CONSTRUCTION/IMPROVEMENTS 730491 RURAL PARTNERS IN MEDICINE LLC 11990 AIRPORT WAY BROOMFIELD CO 80021 CONTRACT PROVIDERS 621869 NOVUS ANESTHESIA OF CO 2510 W CERVANTES STREET PENSACOLA FL 32505 CONTRACT ANESTHESIOLOGIST 590063 TIBOR MOJZIS MD 3551 ROAD J8 MANCOS CO 81328 CONTRACT PROVIDERS 513216 16 2876597 215976 3092573 NET PATIENT SERVICE REVENUE 621400 63931761 63931761 PHARMACY 446110 2487375 2487375 SALES AND USE TAX REVENUE 900099 2069420 2069420 340B REVENUE 446110 892785 892785 69381341 93668 93668 65395 143681 -65395 -143681 -209076 -209076 MISC REVENUE 900099 408670 408670 CAFETERIA REVENUE 900099 235366 235366 644036 73002542 69381341 0 528628 34316883 31914701 2402182 348591 324190 24401 2885873 2683862 202011 1970418 1832489 137929 176448 176448 96403 96403 6495275 6417216 78059 48786 45371 3415 1136365 1056819 79546 2235355 2078880 156475 416262 387124 29138 276943 257557 19386 1599069 1487134 111935 4214098 3919111 294987 952727 886036 66691 MEDICAL SUPPLIES 9052471 9052471 REPAIRS AND MAINTENANCE 2389293 2222042 167251 PROVIDER TAX 2032856 2032856 MISCELLANEOUS 1179106 1090045 89061 71823222 67687904 4135318 0 7004094 11924325 4563081 782270 5650993 6879467 1802177 1832726 437170 640617 85671058 48476423 38309408 37194635 6105195 6432015 965127 1044684 64837245 66730739 7200220 7107442 6134232 3066925 31042461 28982347 342376 2714726 2156277 5604900 46875566 47476340 X 17961679 19254399 17961679 19254399 64837245 66730739 1179320 135388 -21988 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2049 2049 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE LOBBYING EXPENSE IS THE ALLOCABLE PORTION OF DUES PAID TO CHA AND AHA DISCLOSED AS LOBBYING ACTIVITY. THE ORGANIZATIONS PROVIDE THE PERCENTAGE TO USE FOR ALLOCATION PURPOSES. 1047048 1047048 53046329 23105089 29941240 31577681 25371334 6206347 37194635 EST THIRD PARTY PAYOR SETTLEMENTS 4873870 DEFERRED COMPENSATION 731030 5604900 X 73115942 135388 135388 72980554 21988 21988 73002542 71823222 0 71823222 0 71823222 PART X, LINE 2: THE HEALTH SYSTEM IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS SUCH, THE HEALTH SYSTEM IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE HEALTH SYSTEM IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HEALTH SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE HEALTH SYSTEM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HEALTH SYSTEM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE HEALTH SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 X 250.000000000000 1 X 1 1 0 0 3306327 0 3306327 0.04600 20872370 15203570 5668800 0.07890 24178697 15203570 8975127 0.12490 57553 0 0.00000 16515441 15425372 1090069 0.01520 16515441 15482925 1090069 0.01520 40694138 30686495 10065196 0.14010 1 3944773 0 4595278 4441469 153809 X 1 1 1 1 SOUTHWEST MEMORIAL HOSPITAL 1311 NORTH MILDRED CORTEZ CO 81321 WWW.SWHEALTH.ORG 012206 X X X X SOUTHWEST MEMORIAL HOSPITAL 1 0 0 1 X X X X X X X X X 19 1 0 0 1 X HTTPS://WWW.SWHEALTH.ORG/ABOUT/CHNA/ X 1 19 1 HTTP://WWW.SWHEALTH.ORG/ABOUT/CHNA 0 1 X 250.000000000000 400.000000000000 X 1 1 X X X X 1 X WWW.SWHEALTH.ORG/FINANCIALASSISTANCE/ X WWW.SWHEALTH.ORG/FINANCIALASSISTANCE/ X WWW.SWHEALTH.ORG/FINANCIALASSISTANCE/ X X X X X X X 1 X 0 X X X 1 X 0 0 SOUTHWEST MEMORIAL HOSPITAL PART V, SECTION B, LINE 5: SHS WORKED WITH CHC CONSULTING IN THE DEVELOPMENT OF ITS CHNA. SHS PROVIDED ESSENTIAL DATA AND RESOURCES NECESSARY TO INITIATE AND COMPLETE THE PROCESS, INCLUDING THE DEFINITION OF THE HOSPITAL'S STUDY AREA AND THE IDENTIFICATION OF KEY COMMUNITY STAKEHOLDERS TO BE INTERVIEWED.CHC CONSULTING CONDUCTED THE FOLLOWING RESEARCH: A DEMOGRAPHIC ANALYSIS OF THE STUDY AREA, UTILIZING DEMOGRAPHIC DATA FROM THE IBM WATSON HEALTH MARKET EXPERT TOOL. A STUDY OF THE MOST RECENT HEALTH DATA AVAILABLE. CONDUCTED ONEONONE PHONE INTERVIEWS WITH INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OF THECOMMUNITIES, AND ANALYZED RESULTS. FACILITATED THE PRIORITIZATION PROCESS DURING THE CHNA TEAM MEETING ON AUGUST 13, 2019. THE CHNA TEAMINCLUDED: THE METHODOLOGY FOR EACH COMPONENT OF THIS STUDY IS SUMMARIZED IN THE FOLLOWING SECTION. IN CERTAIN CASES METHODOLOGY IS ELABORATED IN THE BODY OF THE REPORT. ANTHONY SUDDUTH, CHIEF EXECUTIVE OFFICER BRIDGETT JABOUR, EXECUTIVE ASSISTANT LIESL UNGNADE, QUALITY IMPROVEMENT/RISK MANAGEMENT COORDINATOR RHONDA HATFIELD, PATIENT FINANCIAL COORDINATOR SHERRI WILBURN, CASE MANAGER KAREN LABONTE, CHIEF NURSING OFFICER KERRI WHITE, SR. CLINICAL OPERATIONS SARA BARRETT, SOCIAL WORKER SOUTHWEST MEMORIAL HOSPITAL PART V, SECTION B, LINE 11: THE FOUR MOST SIGNIFICANT NEEDS, AS DISCUSSED DURING THE AUGUST 13TH PRIORITIZATION MEETING, ARE LISTED BELOW: 1. CONTINUED EMPHASIS ON PHYSICIAN RECRUITMENT AND RETENTION 2. ACCESS TO AFFORDABLE CARE AND REDUCING HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS 3. ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERS 4. PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVENTABLE CONDITIONS AND UNHEALTHY LIFESTYLES.PRIORITY #1: CONTINUED EMPHASIS ON PHYSICIAN RECRUITMENT AND RETENTIONMONTEZUMA COUNTY HAS A LOWER PERCENTAGE OF ADULTS WITH A PERSONAL DOCTOR THAN THE STATE. ADDITIONALLY, MONTEZUMA COUNTY HAS A LOWER RATE OF DENTISTS PER 100,000 POPULATION THAN THE STATE AND IN A RECENTLY COMPLETED MEDICAL STAFF DEVELOPMENT PLAN CONDUCTED FOR SHS, DATA INDICATES A NEED FOR ADDITIONAL PRIMARY CARE PROVIDERS WITHIN THE COMMUNITY.DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED A NEED FOR AFTER HOUR CLINICS IN THE COMMUNITY. ADDITIONALLY, STAKEHOLDERS DISCUSSED A LACK OF CERTAIN SPECIALTY SERVICES IN THE COMMUNITY. ORTHOPEDIC SERVICES WERE MENTIONED AS AN INCREASING NEED DUE TO THE AGING COMMUNITY AND RETIRING BABY BOOMERS. STAKEHOLDERS DISCUSSED THE LIMITED DEPTH IN RESPIRATORY CARE, AS WELL AS THE OUTMIGRATION OF CANCER PATIENTS TO DURANGO FOR ONCOLOGY SERVICES. STAKEHOLDERS ALSO MENTIONED A NEED FOR A PAIN CLINIC TO CUT DOWN ON THE NUMBER OF EMERGENCY DEPARTMENT VISITS BY CHRONIC PAIN PATIENTS, AND DISCUSSED THE OUTMIGRATION OF CHRONIC PAIN PATIENTS TO GRAND JUNCTION FOR CARE. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO REDUCE BARRIERS TO ACCESSING CARE, SUCH AS IMPROVING FRONTEND TRIAGE IN THE EMERGENCY DEPARTMENT, REDUCING WAIT TIMES AND EXPANDING HOURS OF OPERATION IN THE LOCAL WALKIN CLINIC, IMPROVING ACCESS TO PRIMARY CARE PROVIDERS, CONNECTING HIGH EMERGENCY DEPARTMENT UTILIZERS WITH PRIMARY CARE PROVIDERS AND IMPLEMENTING A PAIN CLINIC.PRIORITY #2: ACCESS TO AFFORDABLE CARE AND REDUCING HEALTH DISPARITIES AMONG SPECIFIC POPULATIONSTHE MEDIAN HOUSEHOLD INCOME IN MONTEZUMA COUNTY IS SIGNIFICANTLY LOWER THAN THE MEDIAN HOUSEHOLD INCOME IN THE STATE. MONTEZUMA COUNTY HAS A HIGHER UNEMPLOYMENT RATE THAN THE STATE, AND A HIGHER RATE OF FAMILIES LIVING BELOW POVERTY. THE PERCENTAGE OF CHILDREN LIVING BELOW POVERTY IN MONTEZUMA COUNTY IS HIGHER THAN THE STATE, AND THE COUNTY ALSO HAS A HIGHER RATE OF STUDENTS ELIGIBLE FOR FREE OR REDUCED PRICE LUNCH. MONTEZUMA COUNTY ALSO HAS A HIGHER RATE OF BOTH OVERALL AND CHILD FOOD INSECURITY THAN COLORADO. ADDITIONALLY, MONTEZUMA COUNTY HAS SEVERAL HEALTH PROFESSIONAL SHORTAGE AREA DESIGNATIONS AND CENSUS TRACTBASED MEDICALLY UNDERSERVED AREA/POPULATION DESIGNATIONS, AS DEFINED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND A HIGHER RATE OF UNINSURED ADULTS THAN THE STATE.DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED TRANSPORTATION BARRIERS TO AND FROM PROVIDER APPOINTMENTS IN MONTEZUMA COUNTY THAT MAY CAUSE PATIENTS TO DELAY OR FOREGO CARE. IT WAS ALSO MENTIONED THAT SOCIOECONOMIC STATUS MAY DETERMINE THE FREQUENCY OF VISITS TO THE EMERGENCY DEPARTMENT, WITH THE LOW INCOME POPULATION AS THE MOST FREQUENT UTILIZERS OFTHHE EMERGENCY ROOM. STAKEHOLDERS DISCUSSED A NEED TO ADDRESS CULTURAL CHALLENGES IN THE COMMUNITY AND SPECIFICALLY NOTED A LACK OF NAVAJO SPEAKING PROVIDERS IN MONTEZUMA COUNTY. IT WAS ALSO MENTIONED THAT THERE IS A LACK OF FOCUS ON SOCIAL DETERMINANTS IN THE COMMUNITY AND AN ASSOCIATED NEED TO BETTER ADDRESS POVERTY AND THE WORKING POOR.PRIORITY #3: ACCESS TO MENTAL AND BEHAVIORAL HEALTH CARE SERVICES AND PROVIDERSMONTEZUMA COUNTY HAS A LOWER RATE OF MENTAL AND BEHAVIORAL HEALTH CARE PROVIDERS PER 100,000 POPULATION THAN THE STATE. ADDITIONALLY, THE PERCENT OF ADULTS WHO EXPERIENCED 14 OR MORE DAYS OF POOR MENTAL HEALTH IN MONTEZUMA COUNTY IS HIGHER THAN THE STATE. DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED A LACK OF MENTAL AND BEHAVIORAL HEALTH CARE RESOURCES AND PROVIDERS IN THE COMMUNITY. IT WAS NOTED THAT THE PROVIDERS AT AXIS INTEGRATED HEALTH MAY BE OVERWHELMED, AND STAKEHOLDERS DISCUSSED THE POTENTIAL BENEFIT OF HAVING ADDITIONAL PSYCHIATRISTS AND COUNSELORS AVAILABLE IN ADDITION TO WHAT IS CURRENTLY PROVIDED. A LACK OF DETOX CENTERS AND THE INABILITY TO SUPPORT SUBSTANCE ABUSE PATIENTS WERE SPECIFICALLY MENTIONED, AND CONCERN WAS RAISED SURROUNDING THE SIGNIFICANT RATE OF BEHAVIORAL HEALTHRELATED ALCOHOL AND SUBSTANCE ABUSE ISSUES. STAKEHOLDERS DISCUSSED THE PREVALENCE OF DEPRESSION, DEPRESSION RELATED TO CHRONIC ILLNESS, ANXIETY AND PANIC ATTACKS IN THE EMERGENCY ROOM AND MENTAL ILLNESS WITH DEMENTIA AS A SECONDARY DIAGNOSIS. A NEED FOR SUICIDAL IDEATION PLANS FOR PATIENTS WAS ALSO EMPHASIZED, AND STAKEHOLDERS ALSO DISCUSSED THE NECESSITY OF A SOCIAL WORKER IN THE EMERGENCY DEPARTMENT. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO REDUCE BARRIERS TO ACCESSING MENTAL AND BEHAVIORAL HEALTH CARE, SUCH AS MORE PSYCHOSOCIAL SUPPORT IN THE EMERGENCY DEPARTMENT (I.E., PROVIDING A SOCIAL WORKER IN THE HOSPITAL), STAFFING A HOSPITAL MENTAL HEALTH PROVIDER, PURSUING GRANT FUNDING FOR SOBER LIVING HOUSING, MARIJUANA TAX REVENUE FOR DETOX AND REHABILITATION PROGRAMS AND PROVIDING FUNDING FOR A PHYSICIAN IN THE DETENTION CENTER.PRIORITY #4: PREVENTION, EDUCATION AND SERVICES TO ADDRESS HIGH MORTALITY RATES, CHRONIC DISEASES, PREVENTABLECONDITIONS AND UNHEALTHY LIFESTYLESDATA SUGGESTS THAT HIGHER RATES OF SPECIFIC MORTALITY CAUSES AND UNHEALTHY BEHAVIORS WARRANTS A NEED FOR INCREASED PREVENTIVE EDUCATION AND SERVICES TO IMPROVE THE HEALTH OF THE COMMUNITY. CANCER AND HEART DISEASE ARE THE TWO LEADING CAUSES OF DEATH IN MONTEZUMA COUNTY AND THE STATE. MONTEZUMA COUNTY HAS HIGHER MORTALITY RATES THAN COLORADO FOR MALIGNANT NEOPLASMS; CHRONIC LIVER DISEASE AND CIRRHOSIS; ACCIDENTS; SUICIDE; DIABETES MELLITUS; NEPHRITIS, NEPHROSIS, NEPHROTIC SYNDROME; PROSTATE CANCER; LUNG AND BRONCHUS CANCER AND COLON AND RECTUM CANCER. MONTEZUMA COUNTY HAS HIGHER RATES OF COMMUNICABLE DISEASES, SUCH AS CHLAMYDIA AND GONORRHEA, THAN THE STATE. MONTEZUMA COUNTY HAS HIGHER RATES OF CHRONIC CONDITIONS AND UNHEALTHY LIFESTYLE BEHAVIORS SUCH AS DIABETES (ADULT), OBESITY, ASTHMA, ARTHRITIS, PHYSICAL INACTIVITY, SMOKING AND MARIJUANA USE THAN THE STATE. DATA ALSO SUGGESTS THAT RESIDENTS MAY NOT BE SEEKING NECESSARY PREVENTIVE CARE SERVICES, SUCH AS MAMMOGRAMS. WITH REGARDS TO MATERNAL AND CHILD HEALTH, SPECIFICALLY, MONTEZUMA COUNTY HAS HIGHER PERCENTAGES OF INADEQUATE PRENATAL CARE, MOTHERS WHO SMOKED DURING PREGNANCY AND LOW BIRTH WEIGHT BIRTHS THAN THE STATE. DATA ALSO SUGGESTS THAT MONTEZUMA COUNTY ADULTS MAY NOT BE SEEKING PREVENTIVE CARE SERVICES IN AN APPROPRIATE MANNER, SUCH AS MAMMOGRAMS, PROSTATE CANCER SCREENINGS, PAP TEST SCREENINGS, COLORECTAL CANCER SCREENINGS AND THE INFLUENZA VACCINE. DURING THE MAY 2019 HOSPITAL TRANSFORMATION PROJECT COMMUNITY MEETING, STAKEHOLDERS DISCUSSED THE LACK OF PUBLIC KNOWLEDGE REGARDING WHERE TO GO FOR DIFFERENT TYPES OF CARE AND THE NEED FOR MORE ADVERTISING OF HOSPITAL SERVICES. IT WAS ALSO MENTIONED THAT THERE IS A NEED FORMORE SUPPORT GROUPS OF ALL TYPES TO BENEFIT SUBPOPULATIONS ACROSS THE COMMUNITY. AREAS OF CONCERN THAT WERE DISCUSSED INCLUDE HIGH RATES OF DIABETES, HEART DISEASE, URINARY TRACT INFECTIONS AND CHRONIC DISEASES WITHIN THE ELDERLY POPULATION. STAKEHOLDERS DISCUSSED THE OPPORTUNITY FOR THE CLINIC TO ENSURE CONSISTENT CARE AND PREVENT FURTHER DIABETIC COMPLICATIONS THROUGH THE TEACHING CURRENTLY IN PLACE, AND ALSO DISCUSSED THE ISSUES ASSOCIATED WITH HEART DISEASE IN THE COMMUNITY SUCH AS LACK OF PHYSICAL CARE, OBESITY, DIABETES AND OTHER RELATED CONDITIONS. URINARY TRACT INFECTIONS AND CHRONIC DISEASES OF THE ELDERLY WITH A HIGH NUMBER OF COMORBIDITIES WERE ALSO MENTIONED DURING THE MEETING. STAKEHOLDERS DISCUSSED POTENTIAL OPPORTUNITIES TO EDUCATE THE COMMUNITY, SUCH AS HOSPITAL EDUCATION CLASSES FOR THE PUBLIC, FURTHER EDUCATION ON WHERE TO GO FOR CARE FOR INDIVIDUALS AND LOCAL AGENCIES/COMMUNITY PARTNERS AND OUTREACH TO THE LOCAL SENIOR CENTER AND VETERANS IN THE COMMUNITY. SOUTHWEST MEMORIAL HOSPITAL PART V, SECTION B, LINE 16J: POLICY COMMUNICATION IS INCLUDED IN THE QUARTERLY NEWSLETTER. 7 1 - SOUTHWEST MEMORIAL PRIMARY CARE 1311A N MILDRED RD SUTIE B C D CORTEZ CO 81321 RURAL HEALTH CLINIC 4 - SOUTHWEST WALK-IN CARE 1413 N MILDRED RD CORTEZ CO 81321 RURAL HEALTH CLINIC 6 - MANCOS VALLEY HEALTH CENTER 111 RAILROAD AVENUE MANCOS CO 81328 RURAL HEALTH CLINIC 7 - SW MEMORIAL PHYSICIANSSPECIALTY CARE 1311A N MILDRED RD SUITE A CORTEZ CO 81321 PHYSICIAN OFFICE 10 - SOUTHWEST SCHOOL-BASED HEALTH CENTER 418 SOUTH SLIGO STREET CORTEZ CO 81321 RURAL HEALTH CLINIC 11 - SOUTHWEST MEDICAL GROUP PARK ST 111 NORTH PARK CORTEZ CO 81321 NON-RURAL HEALTH CLINIC 12 - SOUTHWEST HEALTH SYSTEM PHARMACY 1311A N MILDRED RD CORTEZ CO 81321 NON-RURAL HEALTH CLINIC PART I, LINE 3C: IN ADDITION TO THE FPG, THE ORGANIZATION CONSIDERS MEDICAL INDIGENCY WHEN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. PART I, LINE 7: THE ORGANIZATION USED A COST-TO-CHARGE RATIO FOR LINES 7A. UNREIMBURSED MEDICAID AND SUBSIDIZED HEALTH SERVICES WERE CALCULATED USING THE COST REPORT AND ANALYZING THE MEDICARE RATIO OF COST TO CHARGE FOR THE RESPECTIVE COST CENTERS. THE INFORMATION FOR LINES 7E AND 7I WAS DERIVED FROM INFORMATION IN THE GENERAL LEDGER AND OTHER FINANCIAL DATA RELATED SPECIFICALLY TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. PART I, LINE 7G: THE AMOUNTS REPORTED IN SUBSIDIZED HEALTH SERVICES INCLUDES COSTS FOR A RURAL HEALTH CLINIC. PART III, LINE 2: THE BAD DEBT ON LINE 2 IS REPORTED AT CHARGES. THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD PARTY PAYERS, PATIENTS, AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. PART III, LINE 4: THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSES CAN BE FOUND ON PAGE 21-24 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: ONE HUNDRED PERCENT OF ANY SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. A FACILITY MUST BE ABLE TO RECOVER ITS COSTS IN ORDER TO CONTINUE TO PROVIDE QUALITY CARE TO MEDICARE PATIENTS AND THE COMMUNITY AS A WHOLE. SERVICES ARE PROVIDED TO PATIENTS UNDER THE MEDICARE PROGRAM KNOWING THAT NOT ALL COSTS ASSOCIATED WITH ROVIDING THESE SERVICES WILL BE RECOVERED. PROVIDING THESE SERVICES IS ESSENTIAL TO THESE PATIENTS AND THE COMMUNITY AND INCREASES THEIR ACCESS TO HEALTHCARE SERVICES. THEREFORE, THE ENTIRE MEDICARE SHORTFALL IS CONSIDERED A COMMUNITY BENEFIT. MEDICARE ALLOWABLE COSTS OF CARE ARE BASED ON THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CENTERS FOR MEDICARE AND MEDICAID SERVICES. PART III, LINE 9B: THE ORGANIZATION REFRAINS FROM SENDING PATIENT ACCOUNTS TO COLLECTION UNTIL 120 DAYS AFTER THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE WITHIN 240 DAYS OF THE DATE OF THE FIRST POST-DISCHARGE BILLINGS STATEMENT THE ORGANIZATION WILL PULL THE ACCOUNTS FROM COLLECTIONS. PART VI, LINE 2: IN ADDITION TO THE CHNA DATA COLLECTION AND ANALYSIS, INPUT IS RECEIVED FROM MEDICAL STAFF, HOSPITAL LEADERSHIP, AND THE BOARD. THE HOSPITAL ALSO REVIEWS NEEDS AS PART OF THE COLORADO MANDATED HOSPITAL TRANSFORMATION PROJECT, AND IS A PARTICIPANT IN COLORADO'S REGIONAL ACCOUNTABLE ENTITIES (RAE). PART VI, LINE 3: PATIENTS ARE SENT LETTERS DESCRIBING THE PROGRAMS AVAILABLE TO ASSIST WITH THEIR MEDICAL BILLS. THE LETTER EXPLAINS THE PROCESS AND THE DOCUMENTS NEEDED TO COMPLETE THE ASSISTANCE APPLICATIONS(S). THE LETTER ALSO ENCOURAGES THE PATIENT TO CHECK THEIR ELIGIBILITY WITH THEIR STATE MEDICAID OFFICE. FOLLOW-UP APPOINTMENTS ARE SCHEDULED WITH FINANCIAL COUNSELORS TO COMPLETE THE ASSISTANCE APPLICATIONS. PART VI, LINE 4: GEOGRAPHICALLY, THE PRIMARY SERVICE AREA (PSA) OF SWMH IS COMPRISED OF SEVEN ZIP CODES WITHIN AND AROUND MONTEZUMA COUNTY IN SOUTHWEST COLORADO. SOUTHWEST HEALTH SYSTEM INC 84-1337350. THE PSA IS SITUATED BETWEEN THE MOUNTAINS TO THE EAST AND DESERTS TO THE WEST. MONTEZUMA COUNTY IS RURAL AND HEAVILY AGRICULTURAL AND VERY DEPENDENT UPON TOURISM. ACCORDING TO A 2019 REPORT OF 2018 DATA, THE MEDIAN AGE IN MONTEZUMA COUNTY IS EXPECTED TO SLIGHTLY DECREASE OVER THE NEXT FIVE YEARS, WHILE THE MEDIAN AGE IN THE STATE IS EXPECTED TO INCREASE (2019-2024). MONTEZUMA COUNTY (43.3 YEARS) HAS A CONSISTENT MEDIAN AGE WITH COLORADO (43.0 YEARS) (2019). THE MEDIAN HOUSEHOLD INCOME IN MONTEZUMA COUNTY IS EXPECTED TO DECREASE SLIGHTLY OVER THE NEXT FIVE YEARS, WHILE THE MEDIAN HOUSEHOLD INCOME IN THE STATE IS EXPECTED TO INCREASE (2019-2024).-MONTEZUMA COUNTY ($42,017) HAS A LOWER MEDIAN HOUSEHOLD INCOME THAN COLORADO ($57,268) (2019).-MONTEZUMA COUNTY (27.0%) HAS A LOWER PERCENTAGE OF RESIDENTS WITH A BACHELOR OR ADVANCED DEGREE THAN THE STATE (39.5%) (2019). UNEMPLOYMENT RATES IN MONTEZUMA COUNTY AND THE STATE REMAINED RELATIVELY STEADY BETWEEN 2016 AND 2018.-IN 2018, MONTEZUMA COUNTY (4.7%) HAD A HIGHER UNEMPLOYMENT RATE THAN THE STATE (3.3%).-BETWEEN 2014 AND 2016, THE PERCENT OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY IN MONTEZUMA COUNTY AND COLORADO DECREASED.-MONTEZUMA COUNTY (24.8%) HAS HIGHER PERCENTAGE OF CHILDREN (<18 YEARS) LIVING BELOW POVERTY THAN COLORADO (13.4%) (2016).THE COUNTY HEALTH RANKINGS RANK 60 COUNTIES IN COLORADO (1 BEING THE BEST, 60 BEING THE WORST).-MANY FACTORS GO INTO THESE RANKINGS, INCLUDING PHYSICAL ENVIRONMENT AIR POLLUTION - PARTICULATE MATTER DRINKING WATER VIOLATIONS SEVERE HOUSING PROBLEMS DRIVING ALONE TO WORK-HEALTH BEHAVIORS: ADULT SMOKING ADULT OBESITY SEXUALLY TRANSMITTED INFECTIONS TEEN BIRTHS PART VI, LINE 5: SHS'S BOARD OF DIRECTORS IS CURRENTLY COMPRISED OF PERSONS WHO RESIDE IN THE PRIMARY SERVICE AREA (PSA) AND ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF SHS, WITH THE EXCEPTION OF ONE MEMBER WHO IS AN INDEPENDENT CONTRACTOR AS A CRNA. MEDICAL STAFF PRIVILEGES ARE OPEN TO ALL QUALIFIED PHYSICIANS. SURPLUS FUNDS ARE USED TO IMPROVE THE CARE OF PATIENTS. SHS HOLDS EDUCATION HEALTH SEMINARS, OPEN AT NO CHARGE TO COMMUNITY MEMBERS, AND PARTICIPATES IN HEALTH FAIRS WITH FREE AND LOW COST SCREENING EXAMS. X X 0 0 0 0 0 0 0 0 0 BEN CARELOCK CHIEF OF STAFF 245130 0 0 0 31522 0 4599 0 15028 0 296279 0 0 0 JOHN BROOKS ESQ LEGAL 151992 0 0 0 0 0 0 0 0 0 151992 0 0 0 BRADEN JONES CLINIC PHYSICIAN 600000 0 0 0 98356 0 5800 0 15013 0 719169 0 0 0 ERIN SCHMITT CLINIC PHYSICIAN 429000 0 0 0 69139 0 5800 0 13766 0 517705 0 0 0 KEVIN MATTESON CLINIC PHYSICIAN 493086 0 20000 0 15383 0 4690 0 15028 0 548187 0 0 0 KENTON ASCHE HOSPITAL PHYSICIAN 331352 0 0 0 107802 0 5598 0 14041 0 458793 0 0 0 DOUGLAS BAGGE HOSPITAL PHYSICIAN 418870 0 0 0 53895 0 5800 0 21220 0 499785 0 0 0 PART I, LINE 3 BEGINNING IN APRIL 2018, SHS ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC). CHC REVIEWS MANAGEMENT'S COMPENSATION USING METHODS IN SCHEDULE J, PART 1, LINE 3. A MONTEZUMA COUNTY COLORADO 846000786 NONEAVAIL 2016-11-15 39261315 CONSTRUCT EMS FACILITY & HOSPITAL IMPROVEMENTS & REFUND BOND ISSUED 9/27/07. 0 0 0 A 3314886 39261315 456933 791139 29448982 8564261 0 1 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 SOUTHWEST HEALTH SYSTEM (SHS) HAS ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC) TO PROVIDE MANAGEMENT SERVICES FOR THE FACILITY. THE CEO, CFO, AND CNO ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SHS PAID CHC $612,098 FOR SERVICES FOR THE CEO SERVICES OF ANTHONY SUDDUTH AND JEANETTE FILPI, AND $301,010 FOR THE CFO SERVICES OF RICK SHRADER, $177,901 FOR CNO KAREN LABONTE, MARY ANN ANGLE, AND LISA GATES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ARE ABLE TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY, REVIEWED IN DETAIL BY JULIE LEONARD (CFO) AND JEANIE GENTRY BEFORE APPROVED. IT IS PROVIDED TO THE GOVERNING BOARD FOR THEIR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES COVER THE BOARD OF DIRECTORS, SENIOR LEADERSHIP, DEPARTMENT DIRECTORS, ALL EMPLOYEES, AND VOLUNTEERS. POTENTIAL CONFLICTS ARE REVIEWED REGULARLY AT THE LEVEL ABOVE THE INDIVIDUAL INVOLVED AND PROHIBITS OR REQUIRES DISCLOSURE OF ANY CONFLICT. WE DO NOT SEE MANY CHANGES LOCALLY OR ABROAD. WE CONSULT WITH ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A BEGINNING IN APRIL 2018, SOUTHWEST HEALTH SYSTEMS (SHS) ENTERED INTO A MANAGEMENT AGREEMENT WITH COMMUNITY HEALTH CONSULTING (CHC). CHC OVERSEES AND REVIEWS THE COMPENSATION OF THE CEO AND CFO. THE BOARD REVIEWS THE MANAGEMENT CONTRACT. ALL OTHERS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR CHC. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII LINE 2C NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC 1311 N MILDRED CORTEZ CO 81321 841200460 SUPPORT THE HOSPITAL SYSTEM CO 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0