2022-11-10T16:36:49-06:00 2021-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2021-01-01 590774199 St Joseph's Hospital Inc STJO 8138704942 3003 W Dr Martin Luther King Blvd Tampa FL 33607 Ron Beamon VP, CFO - BayCare Hospital Div 8635338111 2022-11-10 true Ron Beamon 999009999 Brittney Kocaj P01320603 9542028600 2021 2022-09-23 18:48:47Z Glenn Waters 3003 W Dr Martin Luther King Blvd Tampa FL 33607 1521226929 false X WWW.BAYCARE.ORG/SJH X 1963 FL St. Joseph's Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 21 20 8406 614 4415205 0 60890740 22007740 1284993312 1492692640 17000 15089 17793199 6445709 1363694251 1521161178 1804623 534292 0 461501420 542376154 0 0 720325740 789501807 1183631783 1332412253 180062468 188748925 2403237230 2577547462 153143893 142602453 2250093337 2434945009 St. Joseph's Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. false false 1117842493 534292 1492692640 St. Joseph's Hospital, Inc. (SJH) is a full-service 1,385-bed community hospital. During 2021, SJH Provided inpatient care to 51,771 Patients, treated 214,531 patients in the emergency department, and delivered 6,719 babies. Through efforts of the medical assistance program and the hospital's charity care program, SJH saw a net community benefit expense of nearly $177.5 million. The hospital also provided other community Services totaling nearly $11.7 million. Some of the programs included wellness on wheels, faith Community nursing, and St. Joseph's children's advocacy center. Refer to Schedule H for additional Information. 1117842493 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 false true false false false false false false true false false false false false false true false false false true X 0 0 8406 true true true false false false false false false false false false false false X 21 20 false false false false true true true true true false false true true true true true true false false false FL X JANICE POLO 7278208021 2985 Drew Street Clearwater FL 33759 DOUGLAS MCFADDEN TRUSTEE/VICE CHAIR & SEC 1.0 2.0 X X 0 0 0 GLENN WATERS TRUSTEE/PRESIDENT/EVP, COO BAYCARE 1.0 64.0 X X 0 2413986 68185 RALPH GARCIA TRUSTEE/CHAIR 1.0 3.0 X X 0 0 0 SEAN BUTLER TRUSTEE/TREASURER 1.0 2.0 X X 0 0 0 AVRIL CHIN FATT TRUSTEE 1.0 3.0 X 0 0 0 BRUCE RODWELL TRUSTEE 1.0 3.0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 3.0 X 0 0 0 DIPA SHAH TRUSTEE 1.0 2.0 X 0 0 0 DONNA JORDAN TRUSTEE 1.0 3.0 X 0 0 0 ELAINE SHIMBERG TRUSTEE thru 04/2021 1.0 3.0 X 0 0 0 JENNIFER BROWN KING TRUSTEE 1.0 2.0 X 0 0 0 JERILYN REED TRUSTEE 1.0 2.0 X 0 0 0 JONATHAN JENNEWEIN TRUSTEE 1.0 2.0 X 0 0 0 LAUREN WEINER TRUSTEE 1.0 2.0 X 0 0 0 LORI YARBROUGH TRUSTEE 1.0 2.0 X 0 0 0 MATTHEW RICE TRUSTEE 1.0 2.0 X 0 0 0 PAT SHIRLEY TRUSTEE 1.0 4.0 X 0 0 0 RENA UPSHAW FRAZIER TRUSTEE 1.0 2.0 X 0 0 0 RICHARD GLORIOSO TRUSTEE 1.0 2.0 X 0 0 0 STEPHEN MENDOZA TRUSTEE 1.0 2.0 X 0 0 0 TRACY HALME TRUSTEE/IMMEDIATE PAST CHAIR 1.0 3.0 X 0 0 0 YVONNE FRY TRUSTEE 1.0 3.0 X 0 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 52.0 X 0 509475 113133 JENNIFER KOTWICKI DIRECTOR OPERATIONS - SJH 45.0 0 X 179890 0 38041 KIMBERLY GUY PRES SJH/SVP MARKET LEADER HILLSB 1.0 47.0 X 0 854545 84684 PHILIP MINDEN PRES ST JOSEPH'S HOSP SOUTH 1.0 45.0 X 0 409572 67367 SARAH NAUMOWICH PRES MP NORTH BAY/SJCH & SJWH 1.0 45.0 X 0 371802 100476 THOMAS GARTHWAITE PRESIDENT SJH NORTH 1.0 45.0 X 0 303284 97277 JIMMY BAUMGARTNER DIRECTOR OPERATIONS - SJCH & SJWH 45.0 0 X 214588 0 27188 JOHN ELIAS ALEJANDRO CLINICAL NURSE II 45.0 0 X 205195 0 17433 LYDIA BOUTROS CLINICAL PHARMACIST 45.0 0 X 279182 0 18213 MARK STONE CLINICAL PHARMACIST 45.0 0 X 209950 0 27745 NANETTE WILCOX ADMIN DIR HEART INSTITUTE 45.0 0 X 220478 0 44524 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0.0 52.0 X 0 681973 63958 JOANNE MAYERS FORMER KEY, VP, PATIENT SVCS/CNO - EAST 0.0 45.0 X 0 372390 89769 LORRAINE SARGENT FORMER KEY, DIRECTOR IMAGING EAST REGION 0.0 45.0 X 0 213363 20275 MATTHEW NOVAK FORMER PRESIDENT SJH SOUTH, PRESIDENT MEASE HOSPITALS 0.0 50.0 X 0 431518 112239 MICHAEL SMITH FORMER PRES SJH SOUTH, PRES ST. ANTHONY'S 0.0 45.0 X 0 551873 77763 1309283 7113780 1068270 561 true true false AYA HEALTHCARE INC 5930 CORNERSTONE CT W 300 SAN DIEGO CA 92121 medical services 37160621 CHILDRENS HOSPITAL PITTSBURGH 4401 PENN AVE 5TH FLR AOB PITTSBURGH PA 15224 physician services 6982728 BAY LINEN INC 11525 47TH ST N CLEARWATER FL 33762 laundry services 5470720 ROBINS & MORTON GROUP 400 SHADES CREEK PKWY BIRMINGHAM AL 35209 construction services 5171338 WOMENS CARE FLORIDA LLC 2665-A SR 580 CLEARWATER FL 33761 medical director services 3631513 154 2517903 18751563 738274 22007740 HOSPITAL PATIENT CARE 622110 940462059 936130094 4331965 MEDICARE/MEDICAID PMNT 622110 537074225 537074225 OTHER HEALTH SVCS REVENUE 621990 14820874 14820874 RENTAL INCOME FROM AFFILIATES 531190 335482 335482 0 0 0 0 1492692640 366205 366205 0 366205 366205 80840 65751 0 15089 15089 15089 CAFETERIA 722514 5996264 5996264 BayCare Purchasing Partners 525990 83240 83240 0 0 0 0 6079504 1521161178 1488360675 4415205 6377558 X 534292 534292 217931 217931 406014 406014 472898180 468939710 3958470 15329059 15200747 128312 24171290 23968960 202330 29353680 29053143 300537 74156 74156 2875 2875 264819522 71030478 193789044 0 494772 494772 16728941 8100556 8628385 2806556 1807651 998905 20224948 17183167 3041781 2030783 1818087 212696 17310462 17310462 73389416 72630920 758496 17322292 17322292 MEDICAL SUPPLIES 265082941 265081868 1073 ASSESSMENT 17778893 17778893 PHYSICIAN FEES 45902587 45902587 BAD DEBT EXPENSE 459189 459189 45073474 42818705 2254769 0 1332412253 1117842493 214569760 0 16825 17510 139665442 159434604 0 0 0 0 1257875 1221686 31911307 34010050 6201962 6493366 1787256730 985836881 836988612 801419849 0 0 5545504 6603302 1381649703 1568347095 2403237230 2577547462 90612111 128662415 171572 127559 0 0 3480665 3723207 58879545 10089272 153143893 142602453 X 2248294635 2433146307 1798702 1798702 2250093337 2434945009 2403237230 2577547462 X 188748925 -3897253 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1800 false true 64933 66733 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Lines 1b & 1g. - Lobbying activities performed by employees concerning healthcare issues. Line 1i. - Dues were paid to: - American Health Information Management Association - Florida Society of Health System Pharmacists - American College of Cardiology - American Hospital Association - American Society of Health System Pharmacists - South Tampa Chamber of Commerce - National Association of Children's Hospitals - 340B Health - Florida Hospital Association - American Society for Health Care Engineering - Association of Community Cancer Centers - Association for Professionals in Infection Control and Epidemiology - American College of Surgeons These associations use a portion of their respective dues to conduct lobbying activities. 6040478 6040478 1241445919 561613869 679832050 1312923 1084291 228632 533601614 423082573 110519041 4855796 56148 4799648 801419849 Due From Affiliates 1557871046 Deposits 247629 Deferred Compensation Plan 10228420 1568347095 PENSION OBLIGATION SERP LIABILITY ASSET RETIREMENT OBLIGATION Medicare Advance Payments Estimated Third Party Settlement 9762617 Serp Liability Asset Retirement Obligation OTHER 326655 10089272 X 1510472539 1960756 1960756 1508511783 12649395 12649395 1521161178 1322280761 0 0 1322280761 10131492 10131492 1332412253 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The majority of the affiliates within the System are not-for-profit organizations 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, and are also exempt from state taxes. The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has determined that no material unrecognized tax benefits or liabilities exist as of December 31, 2021 or 2020. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 GAIN ON PENSION ASSETS - 1960756 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements GRANTS - 9908112 CONTRIBUTIONS RECORDED IN NET ASSETS - 2517903 G/L ON SALE OF ASSETS - 15089 IC EXPENSE REDISTRIBUTED - 208291 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GRANTS - 9908112 G/L ON SALE OF ASSETS - 15089 IC EXPENSE REDISTRIBUTED - 208291 true true X true X 250 false true true false true true 35738089 17127333 18610756 0.0140 267184481 116800759 150383722 0.1129 13321914 4823628 8498286 0.0064 0 0 316244484 138751720 177492764 0.1333 7513369 7513369 0.0056 2739382 2739382 0.0021 415112 415112 0.0003 370382 370382 0.0003 613452 613452 0.0005 0 0 11651697 0 11651697 0.0087 0 0 327896181 138751720 189144461 0.1420 0 0.0 0 0.0 16968 16968 0.0000 40166 40166 0.0000 0 0.0 0 0.0 0 0.0 269 269 0.0000 0 0.0 0 0 57403 0 57403 0.0000 true 459189 0 163828636 180960945 -17132309 X true true 1 1 ST JOSEPH'S HOSPITAL INC 3001 W DR MARTIN LUTHER KING JR BLV D TAMPA FL 33615 WWW.BAYCARE.ORG/SJH 4292 X X X X ST JOSEPH'S HOSPITAL INC 1 false false true X X X X X X X X X 19 true true true true X https://baycare.org/hospitals/st-josephs-hospital/about-us/community-health-needs X true 19 true https://baycare.org/hospitals/st-josephs-hospital/about-us/community-health-needs false true X 250.0 0.0 X X X X X X true true X X X true X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - ST. JOSEPH'S HOSPITAL, INC.. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY ST. JOSEPH'S HOSPITAL; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 55 COMMUNITY STAKEHOLDERS IN THE ST. JOSEPH'S HOSPITAL SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON PAGE 11 OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - ST. JOSEPH'S HOSPITAL, INC.. CHNA was conducted with the following hospital facilities: 1. Advent Health (Florida Hospital) 2. Johns Hopkins All Children's Hospital 3. Moffitt Cancer Center 4. Tampa General Hospital Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - ST. JOSEPH'S HOSPITAL, INC.. CHNA WAS CONDUCTED WITH THE FOLLOWING NON-HOSPITAL FACILITY: Florida Department of Health in Hillsborough County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - ST. JOSEPH'S HOSPITAL, INC.. St. Joseph's Hospital is concentrating efforts during the 2020-2022 time period to address the following significant health needs of our community as identified in the most recent CHNA: * Access to health services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight ST. JOSEPH'S HOSPITAL, INC.'S implementation plan DESCRIBES specific activities that are underway to address these significant health needs during the 2020-2022 time period. Although the majority of the overarching goals, objectives and efforts will focus on these top three focus areas, St. Joseph's Hospital remains committed to supporting positive advancements in addressing diabetes, heart disease and stroke, while addressing the focus area of exercise, nutrition and weight. There were five additional health focus areas identified through the CHNA. These were: * Cancer * Immunization and infectious disease * Maternal, fetal and infant health * Oral health * Respiratory disease These remaining health needs are significant, but they're not directly addressed in 2020-2022 health improvement plan strategies. However, they'll continue to be impacted through existing hospital strategies for clinical excellence and St. Joseph's Hospital partnerships within the community, including the Florida Department of Health and community organizations who may be in a better position to address these health issues. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - ST. JOSEPH'S HOSPITAL, INC.. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE FULL BALANCE OF THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. 11 St Joseph's Same Day Surgery Center LTD 3003 W Dr MLK Jr Blvd 1st Floor Tampa FL 33607 Surgery Center ST JOSEPH'S WOUND CARE 3003 W DR MLK JR BLVD 2nd Floor TAMPA FL 33607 URGENT CARE ST JOSEPH'S OUTPATIENT INFUSION CENTER 4510 North Habana Ave TAMPA FL 33607 INFUSION CENTER ST JOSEPH'S OUTPATIENT REHABILITATION CENTER 3003 W DR MLK JR BLVD 2ND FLOOR TAMPA FL 33607 OUTPATIENT REHABILITATION ST JOSEPH's PINELLAS CARE CLINIC 3050 1ST AVE SOUTH ST PETERSBURG FL 33712 OUTPATIENT CLINIC ST JOSEPH'S SLEEP DISORDER CENTER 3001 W DR MLK JR BLVD TAMPA FL 33607 SLEEP LAB SJH CHILDREN'S SPECIALTY CENTER-MEASE 3253 N MCMULLEN BOOTH RD SUITE 100 CLEARWATER FL 33761 OUTPATIENT REHABILITATION SERVICES FOR CHILDREN AND ADOLESCENTS TAMPA CARE CLINIC 4600 NORTH HABANA AVE SUITE 15 TAMPA FL 33614 OUTPATIENT CLINIC SJH CHILDREN'S SPECIALTY CENTER-N TAMPA 15045 BRUCE B DOWNS BLVD TAMPA FL 33647 OUTPATIENT REHABILITATION FOR CHILDREN AND ADOLESCENTS SJH PHYSICAL THERAPY & SPORTS REHABILITATION 711 S DALE MABRY HWY TAMPA FL 33609 OUTPATIENT REHABILITATION SJH CHILDREN'S SPECIALTY CENTER-BRANDON 10817 BLOOMINGDALE AVE RIVERVIEW FL 33578 OUTPATIENT REHABILITATION FOR CHILDREN AND ADOLESCENTS Schedule H, Part VI, Line 7 State filing of community benefit report ST. JOSEPH'S HOSPITAL, INC. OPERATES IN THE STATE OF FLORIDA, WHICH DOES NOT REQUIRE ITS COMMUNITY BENEFIT REPORT TO BE FILED WITH THE STATE GOVERNMENT. THE COMMUNITY BENEFIT REPORT IS PREPARED AND MADE AVAILABLE TO THE PUBLIC. Schedule H, Part VI, Line 5 Promotion of Community Health (Continued) St. Joseph's Women's Hospital * The Hinks and Elaine Shimberg Breast Center at St. Joseph's Women's Hospital was reaccredited by the National Accreditation Program for Breast Centers (NAPBC). Accreditation by the NAPBC is only given to those centers that have voluntarily committed to provide the highest level of quality breast care and undergo a rigorous evaluation process and performance review. * Selected as a Top 100 Hospital by Watson Health for the fourth consecutive year and fifth time overall. * The Hinks and Elaine Shimberg Breast Center at St. Joseph's Women's Hospital named Breast Imaging Centers of Excellence by the American College of Radiology (ACR) for mammography, breast ultrasound, ultrasound-guided biopsy and stereotactic biopsy. St. Joseph's Hospital-North * Selected as a Top 100 Hospital by Watson Health for the fourth consecutive year and fifth time overall. * Recipient of a 2021 Jean Byers Memorial Award for Excellence in Cancer Registration. The award is given by the Florida Cancer Data System (FCDS) at the University of Miami Miller School of Medicine to facilities that had 100 percent accuracy on data submission. The award signifies that St. Joseph's Hospital-North met or exceeded national quality standards for timeliness and completeness of cancer reporting over a defined, specific time period. * The Labor and Delivery and Mom and Baby teams at St. Joseph's Hospital-North exceeded national and regional averages for providing newborn feeding services. The information was in the Center for Disease Control's Maternity Practices in Infant Nutrition and Care (mPINC) Survey. St. Joseph's Hospital-South * Selected as a Top 100 Hospital by Watson Health for the fourth consecutive year and fifth time overall. * Received accreditation as a Center of Excellence in Robotic Surgery by the Surgical Review Corporation (SRC). SRC is a leading independent, external evaluator of programs and services for surgeons and hospitals. The accreditation signifies that the hospital's robotic-assisted surgery services provide the highest quality of care to patients. * Received a Premier, Inc., QUEST Hero Award for patient care and safety during the COVID pandemic. The award was given to hospitals for their care and safety measures during the pandemic. According to Premier, the award recognized St. Joseph's Hospital-South "for its exemplary efforts to act nimbly and quickly to evolve care and operations in the face of extraordinary circumstances presented by the pandemic." Premier is a health improvement organization with an alliance of more than 4,100 U.S. hospitals and health systems. St. Joseph's Hospital-South participates in a Premier's QUEST quality improvement collaborative with hospitals across the nation. Responding to Needs: The second year of the coronavirus pandemic proved once again the mettle of BayCare team members and physicians-almost 28,000 strong. Demonstrating stamina and agility, our extraordinary team adapted constantly to the virus' variants and provided the exceptional care the community relies on. The year 2021 was an endurance test, from the year's optimistic start with a growing supply of COVID-19 vaccines to the incredible toil of the summer's Delta wave, and to the arrival, at year's end, of the Omicron variant. Addressing COVID-19 came in addition to the community's other health care needs, not in lieu of it. In the first quarter, office spaces were converted into vaccination clinics, delivering 89,368 doses of vaccine to BayCare employees plus other health care workers, patients aged 65 and over, medically vulnerable adults under age 65 and other vulnerable populations. The clinics continued operations until retail pharmacies began offering vaccinations. Then, during the Delta surge, BayCare team members stepped away from their normal duties when they could to help wherever they were needed as COVID-19 patient counts skyrocketed. They served food in hospital cafeterias, pushed gurneys, cleaned rooms, restocked supplies, and sat with patients to provide frontline caregivers as much support as possible. While fighting the virus was job one for the health system in 2021, team members also worked steadily on achieving goals that had been set for the year and growing BayCare's services for the communities of West Central Florida, always remaining focused on BayCare's mission to set the standard for high-quality, compassionate care. St. Joseph's Hospitals are committed to providing financial and other support to not-for-profit organizations whose missions are to improve the health and well-being of our community. In 2021, St. Joseph's Hospitals provided funding to community-based organizations including: * Gracepoint - In 2021, St. Joseph's Hospital and South Florida Baptist Hospital awarded Gracepoint $75,000 to facilitate community coordination of participating agencies and coordinated care for targeted high-utilizers of emergency department and law enforcement services who suffer from homelessness and behavioral health challenges. * Judeo Christian Clinic - St. Joseph's Hospital awarded Judeo Christian Clinic $138,000 to fund an Advanced Registered Nurse Practitioner (ARNP), and a Behavioral Health professional at Judeo Christian Clinic to provide access to healthcare and Behavioral Health services to medically indigent residents of the Tampa Bay area. In addition, St. Joseph's Hospitals provide comprehensive acute care to indigent patients at Judeo Christian Clinic. * Northside Behavioral Health - In 2021, St. Joseph's Hospital awarded Northside Behavioral Health $450,000 to address critical gaps in the accessibility of community behavioral health services in Hillsborough County, Florida. Northside Behavioral Health provides the Pathways Program at its facility, which includes quality and convenient behavioral health triage and screening, brief intervention, and system navigation services for families and individuals. * REACHUP, Inc. - St. Joseph's Hospitals awarded REACHUP $18,210 in 2021 to support expecting mothers and mothers whose infants are considered high-risk for poor health, social and/or cognitive outcomes by providing a doula for educational support, skills training, and resources. * Salvation Army - St. Joseph's Hospitals provided approximately $136,875 to the Salvation Army to provide emergency shelter services including three meals a day for 30 nights to the homeless to ensure access to a safe, supportive environment for substance misuse patients. In 2021 across BayCare, our Financial Assistance team members worked hard to overcome the challenges the COVID pandemic presented. The team screened approximately 58,000 patients, completing approximately 23,000 applications for reimbursable programs like Medicaid and another 38,000 charity related applications, providing support in overcoming barriers to accessing health care. Through BayCare's partnership with Uber Technologies, a non-emergency transportation solution is provided for low-income patients across BayCare's four-county service area. In 2021, the program provided 16,288 rides to patients. In 2021, St. Joseph's Hospitals Coordination Teams provided over $2 million in services and team member time. This program includes pharmacy, transportation, skilled nursing facilities, assisted living facilities and other discharge needs for patients. Many patients are either uninsured, unable to appropriately care for themselves or do not have a caregiver. (Continued) Schedule H, Part VI, Line 5 Promotion of Community Health (Continued) Children's Services (St. Joseph's Children's Hospital) * St. Joseph's Children's Hospital is well known throughout the southeast United States as a leader in pediatric heart and cancer care. With 80 pediatric physician specialists representing 25 medical and surgical disciplines, the staff offers the care St. Joseph's Children's Hospital is known for. Specialized pediatric services offered are further strengthened by St. Joseph's Hospital full-service medical center, including the 24-hour Steinbrenner Emergency/Trauma Center for Children. At St. Joseph's Children's Hospital, we treat more children than any other hospital in Tampa Bay. St. Joseph's Children's Hospital is proud to offer specialized in-patient and outpatient pediatric care to children and their families in multiple locations throughout west central Florida. * Our 76-bed NICU provides the highest level of care as designated by the American Academy of Pediatrics. A Level IV NICU can provide the most complex level of neonatal care including surgical repair of congenital or acquired conditions and immediate on-site access to pediatric medical and surgical subspecialists and pediatric anesthesiologists. A highly skilled and experienced nursing team and physicians board-certified in neonatology provide care around the clock 24/7 for premature newborns and those born with conditions requiring special care. * The Daniel J. Plasencia, MD Children's Chronic Complex Clinic at St. Joseph's Children's Hospital is a Patient-Centered Medical Home that treats children with extraordinarily special needs. Our young patients cope with a variety of complex medical issues simultaneously, some of which include premature birth, cancer and blood diseases, congenital disorders, cerebral palsy and heart conditions. As a result, these children may also experience developmental delays in speech, motor and cognitive development. As a Patient-Centered Medical Home, our patients can grow up receiving all their necessary health care in one place. * For more than 20 years, BayCare's Children's Wellness and Safety Center has been committed to keeping kids and families healthy, safe, and informed through a multifaceted outreach approach focusing on community education, unintentional injury prevention, children's health and wellness, and legislative advocacy. In 2021, BayCare's Wellness and Safety Center educated more than 47,173 children and their families through community programs and events across BayCare's footprint. * The Mobile Medical Clinic was established in 2004, with the goal of addressing the community-wide problem of reduced immunization compliance among young children. Services include immunizations, well child physicals, vaccine record checks, developmental screening, hearing screenings, vision screenings, and fluoride varnish treatments along with health and safety education. In 2021, the Mobile Medical Clinic provided services to 1,791 medically needy children. Designed to serve the unique health care needs of women and newborns in a caring, family-centered environment, St. Joseph's Women's Hospital has served Tampa Bay families for more than 30 years. St. Joseph's Women's Hospital offers complete obstetrical, perinatal, surgical, gynecological, and oncological services for women through every stage of life. St. Joseph's Women's Hospital includes the Shimberg Breast Center, where women of all ages, race and backgrounds can receive the most advanced testing and treatment available. St. Joseph's Cancer Institute offers specialized cancer care with board-certified cancer specialists, advanced technology, and cutting-edge cancer research. In addition, they provide various classes and support resources to cancer survivors. St. Joseph's Cancer HelpLine serves as a free, confidential resource for information about the disease as well as referrals to community programs and hospital services. Strong partnerships with community organizations provide prevention and early detection services including free breast and cervical cancer risk assessments. Indigent patients turn to the St. Joseph's Community Care Clinic for primary care services, which helps reduce the use of emergency services for basic health care needs. A not-for-profit organization related to St. Joseph's Hospital, the clinic provides care for patients participating in the Hillsborough County Health Care Plan, access to a specialty panel for specialty services, acute care services through St. Joseph's Hospital and St. Joseph's Women's Hospital and a variety of outpatient services through St. Joseph's Hospital. The Pinellas Care Clinic and Tampa Care Clinic provides outpatient medical care to adults living with HIV. Patients receive care in an environment that maintains their optimal physical, emotional, and spiritual well-being. The clinic also serves the community as a scientific resource through education and research. The clinic is supported by St. Joseph's Hospital, St. Anthony's Hospital, federal funding through the Ryan White Program, state funding and others. St. Joseph's Hospital recognizes the strong community need for psychiatric care. The St. Joseph's Hospital Behavioral Health Center is the only freestanding inpatient Baker Act-receiving private psychiatric hospital in Hillsborough County. The facility promotes healing through architectural design elements and an atmosphere focused on meeting the needs of the patient. The facility includes 40 adult beds and 20 child/adolescent beds. Recognizing that behavioral health needs among hospital patients are varied and that hospitalization itself is stressful, BayCare hired Behavioral Health Liaisons in many hospitals across our system. Behavioral Health Liaisons are trained therapists who work with a wide variety of patients to offer care and connect them to resources beyond their hospital stay. Our liaisons help patients with issues from anxiety over a new diagnosis to complex substance use disorders, often facilitating follow up care with outpatient providers. The liaisons also provide care for our team members, which was a crucial support during the high stress months of COVID-19 peak volumes. BayCare's Community Health team develops community partnerships with area agencies, providing wellness education and disease prevention screenings directly into area neighborhoods. The COVID pandemic prevented the team from being onsite with many partners; however, Community Health was able to participate in 113 events and programs in 2021 and was able to promote better health to more than 1,800 people. In 2018, BayCare launched the Healthy Living Coach program with six free clinics/federally qualified health centers located in high-risk neighborhoods within the region. Through the program, BayCare continues to provide funding support for four trained Healthy Living Coaches that are responsible for providing in-person, telehealth, and telephonic coaching for those living with diabetes or pre-diabetes. Coaches provide support in decision making, motivation, and resource navigation in managing their diagnosis. Faith Community Nursing offers a unique partnership between St. Joseph's Hospital and the faith communities in Hillsborough County. Our Faith Community Nurses and Health Ministers work to improve the health of their faith community by encouraging preventive care and referring members to the appropriate health resources. In 2021 across BayCare, our Faith Community Nursing team of 310 nurses and 64 community health promoters had direct contact with 67,216 faith community members, provided 2,861 referrals and volunteered more than 37,000 hours. St. Joseph's Hospitals in partnership with Catholic Charities provide support for San Jose Mission Clinic and La Esperanza clinic. Both clinics provide free services to uninsured patients who are below the 200% poverty threshold. In 2021, St. Joseph's Hospitals provided part-time nurse care coordinators, a nurse practitioner and resource assistants to support the clinics, as well as diabetes, hypertension, and other clinic supplies. In addition, dental services, behavioral health services, staff trainings and the lease costs for La Esperanza are paid for through St. Joseph's Hospitals funding support. (Continued) Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (CONTINUED) In 2019, BayCare conducted a comprehensive Community Health Needs Assessment (CHNA). The results of this assessment were used to guide the development of a 3 year Strategic Plan for each of our 15 hospitals. One of the most compelling data points to arise from the community survey component of the CHNA was that of the nearly 20,000 respondents who answered questions related to food insecurity 30% indicated that in the past year they had been food insecure. In response to these findings, BayCare launched the following initiatives: * BayCare, as a regional anchor institution was positioned and committed to developing innovative strategies to address food insecurity. Partnering with Feeding Tampa Bay, BayCare worked to engage high risk patients who were also food insecure and connect them with a Healing Bag of 2-3 days of non-perishable food upon discharge. The Healing Bags also contained simple to read resources to assist patients in finding help within their community. In 2021, the project provided 2,654 Healing Bags to patients screened as food insecure. This successful project is the first of its kind regionally and will be expanded in 2022. * BayCare also began the process of developing a medically-tailored meal (MTM) program. As a member of the first cohort of agencies to participate in the Feeding America Food is Medicine Accelerator program, BayCare along with Feeding Tampa Bay received guidance and technical assistance from the Accelerator with the intent to pilot a MTM project in late 2021. * In collaboration with Feeding Tampa Bay, BayCare partnered with 18 schools in Hillsborough, Pinellas, Pasco and Polk Counties to provide students and their families food through the Feeding Minds School Pantry program. BayCare's Clinical Research Operations Teams provide specialized staffing support to Principal Investigators across BayCare Health System in the conduct of clinical research involving human subjects. The primary purpose is to increase access opportunities for participation in clinical research by both clinicians and patients in an effort to provide potentially life-changing care for patients today and to advance the science of medicine for future generations. Cutting-edge inpatient and outpatient studies focus on pharmaceutical and device trials, infectious diseases including COVID-19, and pediatric and adult trials including investigational research in hematology, oncology, cardiology, and tissue banking studies. In 2021, BayCare worked alongside other local not-for-profit hospitals and county departments of health as the All4HealthFL Collaborative. The purpose of the All4HealthFL Collaborative is to improve health by leading regional, outcome-driven health initiatives that have been prioritized through community health assessments. Members of the Collaborative aligned efforts to provide Mental Health First Aid Training to organizations in Hillsborough, Pasco, Pinellas, and Polk Counties. Additionally, in 2021, the Collaborative began preparations to collectively conduct the 2022 Community Health Needs Assessment including development of a community survey and completion of 26 focus groups. Volunteer Activities: In 2021, 383 volunteers contributed 56,299 hours of service to St. Joseph's Hospital, St. Joseph's Women's Hospital, St. Joseph's Children's Hospital, St. Joseph's Hospital-North and St. Joseph's Hospital-South. A favorite annual tradition for the team at St. Joseph's Hospital is a holiday gift drive to benefit families of dozens of patients who were hospitalized during the 12 previous months. For this "mission basket" event, hospital departments adopt families and provide personalized gifts and food to make the holiday season a joyous one. Team members contributed to the health of the community by: * Participating in a virtual food drive to raise funds for Feeding Tampa Bay. Overall, 486 donors contributed $20,387 in funds providing food to those in need across the region. * Holding the annual Team Member Giving Campaign. Across the system, team members donated $811,326 to BayCare hospital foundations, the emergency team member fund, and the United Way. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND CANNOT PAY FOR HOSPITAL SERVICES ARE ELIGIBLE FOR CHARITY CONSIDERATION. THESE PATIENTS ARE SCREENED BY DESIGNATED TEAM MEMBERS IN OUR FINANCIAL ASSISTANCE DEPARTMENT. THE AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA) DEFINES CHARITY ELIGIBILITY AT 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES, UNLESS THE TOTAL HOSPITAL BILL IS MORE THAN 25 PERCENT OF THE PATIENT'S ANNUAL INCOME. MEDICAID RECIPIENTS WHO HAVE EXCEEDED THEIR COVERAGE LIMITS ARE ALSO CONSIDERED FOR CHARITY CARE. ST. JOSEPH'S HOSPITAL, INC GOES ABOVE AND BEYOND THE AHCA REQUIREMENTS BY PROVIDING ADDITIONAL "HARDSHIP" CHARITY FOR PATIENTS WHO ARE AT 250 PERCENT OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, AN UNINSURED DISCOUNT OF 40% IS AUTOMATICALLY GIVEN TO ANY PATIENT WHO DOES NOT HAVE INSURANCE COVERAGE OR BENEFITS. THERE IS NO INCOME OR ASSET TEST REQUIRED FOR THE UNINSURED DISCOUNT. PATIENTS RECEIVE AN ADDITIONAL 10% DISCOUNT IF THE ACCOUNT IS PAID WITHIN 30 DAYS. Presumptive financial assistance decisions for uninsured ER patients may be determined based on third party analytics, using a credit inquiry process, under the following circumstances: * Uninsured accounts of patients not seen by the Financial Assistance team or without a current financial assistance application on file * The reported federal poverty level (FPL) of the patient meets the criteria for financial assistance (250%) Schedule H, Part I, Line 6a Community benefit report prepared by related organization BAYCARE HEALTH SYSTEM, INC. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 459189 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS (LINES A THROUGH D) ARE DETERMINED USING OUR COST ACCOUNTING SYSTEM, WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF-PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST (LINES E THROUGH J, AS WELL AS AMOUNTS REPORTED IN PART II) WERE COMPILED BY THE COMMUNITY HEALTH DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities ST. JOSEPH'S HOSPITALS SUPPORT ACTIVITIES THAT PROMOTE THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS THROUGH COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, AND WORKFORCE DEVELOPMENT. THIS INCLUDES: - TEAM MEMBER TIME DEDICATED TO SUPPORTING THOSE that are DISADVANTAGED - FUNDING SUPPORT FOR ORGANIZATIONS SUCH AS, HILLSBOROUGH COMMUNITY COLLEGE THAT ADDRESS THE ROOT CAUSES OF HEALTH AND SAFETY ISSUES AND PRoMOTE ECONOMIC STABILITY. - RECYCLING COSTS FOR DISPOSABLE ITEMS - PARTICIPATION IN THE GREAT AMERICAN TEACH-IN Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBTS reported in Part III represent charges written off due to demise of the individual prior to the balance being paid in full or financial obligations discharged in bankruptcy. The amount reported is actual and is NOT AN ESTIMATE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE ON PAGE 12 OF THE BAYCARE HEALTH SYSTEM, INC. AND AFFILIATES NOTES TO COMBINED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs COST REPORTS WERE USED TO REPORT MEDICARE ALLOWABLE COSTS. MEDICARE DEFINES ALLOWABLE COSTS AS THOSE APPROPRIATE AND HELPFUL IN DEVELOPING AND MAINTAINING THE OPERATION OF PATIENT CARE FACILITIES AND ACTIVITIES. IT SPECIFICALLY EXCLUDES CERTAIN COSTS THAT ARE NOT DIRECTLY RELATED TO PATIENT CARE. THE HOSPITAL INCURS ADDITIONAL EXPENSE RELATED TO THE PROVISION OF CARE TO MEDICARE PATIENTS THAT MEDICARE HAS DEEMED NON-ALLOWABLE. THIS ADDITIONAL EXPENSE INCLUDES COSTS OF PHYSICIAN SERVICES (EMERGENCY ON-CALL FEES, HOSPITALIST PROGRAM, RECRUITMENT, ETC.), ADVERTISING COSTS, CAFETERIA COSTS FOR MEALS SOLD TO VISITORS, ETC. THE HOSPITAL ATTEMPTS TO COLLECT COINSURANCE AND DEDUCTIBLES FROM MEDICARE BENEFICIARIES. TO THE EXTENT COLLECTION EFFORTS ARE UNSUCCESSFUL, MEDICARE REIMBURSES THE HOSPITAL AT 65% OF UNPAID AMOUNTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS WHO ARE UNABLE TO PAY ARE ENCOURAGED BY BAYCARE HEALTH SYSTEM REPRESENTATIVES, VIA PERSONAL INTERVIEWS, SIGNAGE ON PATIENT BILLING STATEMENTS, BROCHURES OR CUSTOMER SERVICE PHONE CALLS, TO SUBMIT FINANCIAL INFORMATION TO THE FINANCIAL ASSISTANCE DEPARTMENT TO DETERMINE ELIGIBILITY FOR PROGRAMS, SUCH AS COUNTY, MEDICAID, DISABILITY, VICTIMS OF CRIME, CHARITY, ETC. FOR THOSE PATIENTS WHO PROVIDE ALL THE NECESSARY DOCUMENTATION AND QUALIFY FOR CHARITY ACCORDING TO THE FINANCIAL ASSISTANCE POLICY, (DEFINED IN PART I, LINE 3C), the PATIENT's ACCOUNT BALANCE WOULD BE WRITTEN OFF COMPLETELY TO CHARITY AND NOT BILLED TO THE PATIENT. Since the charity care policy is 100% for patients who are eligible, there is no remaining patient portion; therefore, there would never be a situation where a patient is known to qualify for financial assistance but is experiencing collection actions. Schedule H, Part V, Section B, Line 16a FAP website - ST. JOSEPH'S HOSPITAL, INC.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - ST. JOSEPH'S HOSPITAL, INC.: Line 16b URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - ST. JOSEPH'S HOSPITAL, INC.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment ST. JOSEPH'S HOSPITAL, INC IS COMMITTED TO MEETING THE NEEDS OF THE COMMUNITY IT SERVES. OUR QUALITY PHILOSOPHY IS MODELED AROUND UNDERSTANDING OUR CUSTOMERS' NEEDS AND EMPLOYING STRATEGIES TO ADDRESS THOSE NEEDS IN A COMPREHENSIVE MANNER. ST. JOSEPH'S HOSPITAL, INC ADDRESSES COMMUNITY HEALTH STATUS ASSESSMENTS BY ACCESSING EXISTING THIRD PARTY DATABASES PROFILING HEALTH STATUS INFORMATION FOR GEOGRAPHIES IT SERVES. THE ASSESSMENTS PROVIDE A PROFILE OF HEALTH STATUS INDICATORS IN COMPARISON TO STATE AVERAGES AND, IF AVAILABLE, NATIONAL BENCHMARKS. ST. JOSEPH'S HOSPITAL, INC. RECOGNIZES THE IMPORTANCE OF HEARING FROM THOSE THEY SERVE. ALONG WITH COLLECTING GENERALLY AVAILABLE DATA, ST. JOSEPH'S HOSPITAL, INC. CONDUCTS A COMMUNITY-BASED SURVEY TO ALLOW FOR COMMUNITY RESIDENTS' VOICES TO BE HEARD AS WELL AS INFORMED DECISION MAKING RELATED TO HEALTH PRIORITIES. IN ADDITION, ST. JOSEPH'S HOSPITAL, INC CONDUCTS PHYSICIAN COMMUNITY NEEDS STUDIES THAT OUTLINE PHYSICIAN DEFICITS BY SPECIALTY FOR THE GEOGRAPHIC AREA SERVED. STUDIES ARE ALSO CONDUCTED TO IDENTIFY GAPS IN GEOGRAPHIC ACCESS TO SERVICES SUCH AS PRIMARY CARE, OUTPATIENT SERVICES AND INPATIENT SERVICES. ALL OF THE ABOVE PROCESSES OCCUR ON AN ONGOING BASIS TO ASSIST ST. JOSEPH'S HOSPITAL, INC IN DEVELOPING INITIATIVES AND PROGRAMS/SERVICES TO ADDRESS IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance ST. JOSEPH'S HOSPITAL, INC FINANCIAL ASSISTANCE TEAM MEMBERS ARE DEDICATED TO ASSISTING PATIENTS IN OBTAINING ASSISTANCE THROUGH FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS OR THROUGH THE BAYCARE HEALTH SYSTEM, INC FINANCIAL ASSISTANCE POLICY. SIGNAGE AND BROCHURES ARE AVAILABLE, AS WELL AS TEAM MEMBERS WHOSE FULL RESPONSIBILITY IS TO ASSIST PATIENTS IN THE EMERGENCY ROOM AND ON INPATIENT UNITS. THE FINANCIAL ASSISTANCE TEAM INTERVIEWS PATIENTS FOR ALL AVAILABLE PROGRAMS, ASSISTS THE PATIENTS IN COMPLETING APPLICATIONS TO GOVERNMENT AGENCIES AND FOR HOSPITAL CHARITY CARE, ADVISES PATIENTS REGARDING AVAILABLE COMMUNITY RESOURCES FOR HEALTH CARE, REVIEWS AND APPROVES PATIENT REQUESTS FOR CHARITY CARE, AND PROVIDES EDUCATION AND SUPPORT TO THE PATIENT THROUGHOUT THE ASSISTANCE PROCESS. IN ADDITION TO THE AFOREMENTIONED COMPREHENSIVE PROCESS, ST. JOSEPH'S HOSPITAL, INC ALSO INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE, BUT MAY BE ELIGIBLE FOR CHARITY OR OTHER PROGRAMS, VIA PATIENT BILLING STATEMENTS AND CUSTOMER SERVICE REPRESENTATIVE CALLS. THE GOAL IN USING THESE VARIOUS MEANS IS TO EFFECTIVELY COMMUNICATE WITH THE ENTIRE PATIENT POPULATION SO THEY ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE. Schedule H, Part VI, Line 4 Community information The St. Joseph's Hospitals are acute care facilities serving all of Hillsborough County and parts of several surrounding counties. This grouping includes St. Joseph's Main, St. Joseph's Children's, St. Joseph's Women's, St. Joseph's North and St. Joseph's South. The average household income of $93,660 in this area is $291 less than the state average household income ($93,951) and $9,966 less than the national average household income ($103,626). 9.0% of the households have annual household income below $15,000 per year. The population served is primarily Caucasian Non-Hispanic (55.1%); Hispanics are the second largest ethnic group representing 25.8% of the population. 89.4% of the population are high school graduates or higher educated. St. Joseph's Hospitals are part of BayCare Health System that serves west central Florida. The area served by the St. Joseph's Hospitals has 26 acute care hospitals (20 not-for-profit), 4 behavioral health hospitals (2 not-for-profit), 4 long term acute care hospitals (2 not-for-profit) and 2 for-profit rehabilitation hospitals. There are 4 federally designated medically underserved areas and 10 federally designated medically underserved populations in the St. Joseph's Hospitals' service area. With the service area expanding and the over 65 population expected to grow 17.3% in the next five years, the health care needs of our service area are expanding and changing. The population served by St. Joseph's Hospitals is expected to grow 5.5% in the next 5 years. This is higher than Florida's expected growth rate of 4.6% and higher than the United States growth rate of 3.2%. Based on Florida inpatient discharge data for the period of 10/01/20 - 9/30/21, the payer mix for the geographic area consists of 46.8% Medicare/Medicare HMO, 16.4% Medicaid/Medicaid HMO, 23.6% Commercial Insurance, 6.6% Self pay/Non-pay, and 6.6% Other. Schedule H, Part VI, Line 5 Promotion of community health Our mission at St. Joseph's Hospitals as part of BayCare Health System is to improve the health of all we serve through community-owned services that set the standard for high-quality compassionate care. By focusing on education and prevention, we strive to create a healthier community and lower health care expenditures. Founded by the Franciscan Sisters of Allegany in 1934, the mission of St. Joseph's Hospital has always centered around service, compassionate care and treating individuals with dignity and respect. Pair those values with the advanced medical technologies and outstanding physicians you will find at St. Joseph's today and the result is the exceptional care we deliver to our patients every day. St. Joseph's Hospitals is comprised of 5 hospitals in Hillsborough County, Florida, including St. Joseph's Hospital, St. Joseph's Women's Hospital, St. Joseph's Children's Hospital, St. Joseph's Hospital-North and St. Joseph's Hospital-South. Whether it is financial assistance for medical care for the uninsured or underinsured, donated resources to local non-profits or education classes and support groups hosted by our team, we selflessly give back to improve the health of the communities that surround the hospitals. Community Involvement: St. Joseph's Hospital's Board of Trustees is comprised of a diverse set of community members who believe in the mission, values, and vision of St. Joseph's Hospital and who donate their time, talent and support. The majority of board members are independent. The primary responsibility of the Board is to focus on quality outcomes, community health and oversight by ensuring decision and actions conform to St. Joseph's Hospital's strategic plans and budgets and produce intended results, assuring we fulfill our mission. The organization extends medical staff privileges to qualified physicians in the community. Conduit for using Donated Funds: BayCare has received funding from Allegany Franciscan Ministries to provide capacity and support to our Faith Community Nursing program to reduce unnecessary hospital utilization and improve health outcomes for participants. Funding of $90,000 awarded in 2021 supports this work across BayCare Health System. BayCare has also received funding from Allegany Franciscan Ministries to provide assistance to those who face financial barriers in getting their needed prescription medications. Medication assistance coordinators work with patients to determine if there are vouchers available or work with the patient's doctor to see if a more cost effective, alternative medication is available. Annual funding of $50,000 provides support for this program across BayCare Health System. The Florida Department of Health provides funding support for the Gettin' REAL program that employs a comprehensive, collaborative community-based approach to address disparities in the health outcomes of minority populations related to diabetes and cardiovascular disease across Pinellas, Hillsborough, Pasco, and Polk Counties. In 2021, through funding support, BayCare provided screenings to 1,708 individuals, referred 1,402 individuals to lifestyle-change programs (Get into Fitness Today, National Diabetes Prevention Program, or Diabetes Education Empowerment Program) and instructor-led physical activity to achieve the best possible results for the most vulnerable. St. Joseph's Children's Hospital receives funding from the Florida Association of Free and Charitable Clinics. Grant funds are used to support the operations of the Mobile Medical Clinic, which reduces barriers to care by bringing high-quality, well child services to the most underserved areas in our community. Services include providing physical examinations, immunizations, and addressing general health concerns at no charge to the families utilizing our mobile medical clinic services. St. Joseph's Children's Hospital receives funding from the Children's Board of Hillsborough County for Mobile Health and Safety Education which provides services and outcome measures that impact participants at the prevention level. The program provides services to residents of Hillsborough County at seven Children's Board Family Resource Centers and community-based locations. It provides educational classes with a focus on educating children in an age-appropriate way that makes learning about health, safety, and obesity prevention fun and supports children and families by empowering children and their caregivers to develop healthy and safe practices including CPR/ First Aid certification. In addition, the program supports children and families by providing opportunities for caregivers and their children to participate in developmental screenings, mobile/medical pediatric health services (including well child visits and immunizations), hearing screenings, and structured physical activity. St. Joseph's Women's Hospital receives funding from the Children's Board of Hillsborough County for the Supporting Motherhood and More program. The program provides peri-natal mental health services for parents and caregivers in Hillsborough County. This includes support groups and one-to-one virtual counseling to underserved mothers residing in Hillsborough County. The program supports children and families by providing structured psychoeducational group sessions and individualized counseling by licensed therapists for underserved mothers challenged by perinatal depression. St. Joseph's Women's Hospital receives funding from the Healthy Start Coalition of Hillsborough County for the Healthy Families Florida (HFF) program, a nationally accredited community-based, voluntary home visitation program that is proven to prevent child abuse and neglect and other poor childhood outcomes by promoting positive parent-child relationships and child health and development. Home visiting services begin prenatally or soon after the birth of the baby and can last up to five years depending on the unique needs of the family. Families are also linked to a medical provider and other family support services they need during their participation in HFF. HFF is based on a set of research-based critical program elements and standards of the HFA model. St. Joseph's Children's Hospital receives funding support from the State of Florida, Department of Health to support the operations of the Chronic Complex Clinic, a Patient-Centered Medical Home that treats children with extraordinarily special needs. Economic Impact: There are 6,514 extraordinary St. Joseph's team members and more than 1,504 physicians, who together bring the St. Joseph's mission to life. By inviting the next generation of health care workers to learn from the skill and expertise of our current team members, St. Joseph's provides valuable benefit to the community. St. Joseph's Hospital partners with numerous universities, colleges and high schools to help students in various health-related fields fulfill their academic goals and requirements through internships. In total, more than 1,200 students studied at St. Joseph's Hospitals in 2021. Recognition: Individual hospital accomplishments include: St. Joseph's Hospital * Named one of the nation's 50 Top Cardiovascular Hospitals by Fortune and IBM Watson Health for the fourth year. * Selected as a Top 100 Hospital by Watson Health for the fourth consecutive year and fifth time overall. * Earned 3-star rating, the highest possible, for open heart surgery from the Society of Thoracic Surgeons. * Earned credentialling from DNV - Healthcare, a prestigious international accrediting body that emphasizes clinical best practices and a disciplined management system, for the Heart and Vascular Institute's Ventricular Assist Device (VAD) program. * Earned Comprehensive Stroke Center Certification by DNV GL Healthcare, a prestigious international accrediting body that emphasizes clinical best practices and a disciplined management system. * Recognized by Healthgrades as a top provider during the pandemic based on quality outcomes. * Received Commission on Cancer accreditation from the American College of Surgeons across all St. Joseph's Hospitals. * Recognized as an Adult Congenital Accredited Comprehensive Care Center. St. Joseph's Children's Hospital * Earned certification as an Asthma-Friendly Hospital from the Florida Asthma Coalition for its ability to create a safe and healthy environment for their patients with asthma. * Accreditation by the Intersocietal Accreditation Commission (IAC) in Echocardiography in the areas of Pediatric Transthoracic, Pediatric Transesophageal, Fetal Echocardiography. * Selected as a Top 100 Hospital by Watson Health for the fourth consecutive year and fifth time overall. * Recognized as an Adult Congenital Accredited Comprehensive Care Center. (Continued) Schedule H, Part VI, Line 6 Affiliated health care system BayCare Health System, headquartered in Clearwater, Florida, is the leading, not-for-profit health care system that connects individuals and families to a wide range of services at 15 hospitals and hundreds of other convenient locations throughout the Tampa Bay and West Central Florida regions. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, surgery centers, wellness centers, behavioral health, home care and urgent care. BayCare's 2021 Report to the Community can be viewed at BayCare.org/AnnualReport. BayCare's 15 hospitals are BayCare Alliant, Bartow Regional Medical Center, Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, St. Joseph's, St. Joseph's Children's, St. Joseph's Women's, St. Joseph's-North, St. Joseph's-South, South Florida Baptist, Winter Haven and Winter Haven Women's. (In certain cases, hospital locations with the same tax identification and state license number are listed as one facility on Form 990, Schedule H, consistent with IRS reporting guidelines.) In 2021, BayCare began construction of two new hospitals to provide acute care services in parts of the region experiencing rapid population growth. South Florida Baptist Hospital will receive a new facility near its current location and BayCare Hospital Wesley Chapel is expected to open in 2023. BayCare was founded in 1997 after leaders of several of the area's independent, not-for-profit hospitals began discussing ways to ensure that high-quality, not-for-profit health care would remain a viable option for the Tampa Bay community for decades to come. The founding hospitals agreed to sacrifice some of their autonomy to be operated by a new entity, BayCare. With $4.9 billion in operating revenue in 2021, BayCare is now a fully integrated health system dedicated to providing high-quality, compassionate care to all we serve, regardless of their ability to pay. BayCare has 3,892 hospital beds, 20 urgent care centers, 4 surgery centers, 15 outpatient imaging facilities, 177 physician practice locations and 36 walk-in care stations in Publix supermarkets. BayCare annually generates $8.5 billion in economic impact in the region and state. BayCare is one of the largest employers in the Tampa Bay area, with 27,739 team members. During 2021, BayCare provided $702.1 million in benefits for its employees, including more than $205.2 million in retirement, $182 million in medical insurance, $162.9 million in paid time off and $44.9 million in education and development. In 2021, FORTUNE magazine and Great Place to Work ranked BayCare 68th on the 100 Best Companies to Work For national list. BayCare also was ranked seventh out of 28 large U.S. companies on the list of Best Workplaces in Health Care and Biopharma 2021 by Great Place to Work and FORTUNE. BayCare also made the 2021 Top Workplaces list of the Tampa Bay Times newspaper. In 2021, BayCare provided $497 million in total Community Benefit, including $357 million in Medicaid and other income-based programs, $91 million in traditional charity care and $49 million in unbilled community services, all measured in unreimbursed costs. After a Community Health Needs Assessment conducted in 2019 identified food insecurity as one of the top issues in the Tampa Bay and West Central Florida regions - an issue exacerbated by the pandemic - BayCare stepped up to help not just our patients, but individuals and families throughout the area we serve. BayCare partnered with not-for-profit Feeding Tampa Bay and committed $450,000 to open food pantries in 18 public schools in lower-income neighborhoods across four counties. In 2021, BayCare distributed more than 2,650 "Healing Bags" of food to our patients who identified food insecurity as a problem. BayCare also adjusted its patient record system to prompt case managers to ask every vulnerable, high-risk patient about food insecurity and record the answer so that hunger can be diagnosed and treated like other medical problems. BayCare also invested $100,000 in underwriting the creation of a West Central Florida web portal that can connect individuals to social service agencies able to help them with long-term needs. BayCare's financial strength, the efficiencies gained from its operating model, its visionary leadership, the hard work of its team members, and its determination to provide exceptional care to its patients helped BayCare in 2021 retain its ranking in the top 20% of large U.S. health systems by IBM Watson Health. Twenty-five years after it was created, BayCare is achieving the goal of its founders to preserve not-for-profit health care for the communities of Tampa Bay and West Central Florida, and it is fulfilling its Mission as an organization: to improve the health of all we serve through community-owned services that set the standard for high-quality, compassionate care. true Hemophilia Foundation of Greater Florida 1350 Orange Ave Suite 227 Winter Park FL 32789 593418827 501(c)(3) 18000 Walk for bleeding disorders Judeo Christian Health Clinic Inc 4118 N MacDill Ave Tampa FL 33607 591605647 501(c)(3) 97701 JHCHC ANRP Grant Florida Hemophilia Association 915 Middle River Drive Suite 421 Ft Lauderdale FL 33304 592072352 501(c)(3) 6000 Compassionate Care Program Northside Behavioral Health Center Inc 12512 Bruce B Downs Blvd Tampa FL 33612 591641327 501(c)(3) 375091 Pathways Gracepoint Foundation 5707 N 22nd St Tampa FL 33610 591622729 501(c)(3) 37500 Behavioral Health 5 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ST. JOSEPH'S HOSPITAL, INC. CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. WE STRIVE TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY, MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR LOCAL COMMUNITY RECEIVES FROM THESE CONTRIBUTIONS. false true false false false false false false false GLENN WATERS TRUSTEE/PRESIDENT/EVP, COO BAYCARE 0 980116 0 494363 0 939507 0 24659 0 43526 0 2482170 0 590778 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0 416332 0 137358 0 128282 0 43806 0 20152 0 745931 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 385204 0 114184 0 10087 0 76108 0 37025 0 622607 0 0 JOANNE MAYERS FORMER KEY, VP, PATIENT SVCS/CNO - EAST 0 275975 0 77527 0 18889 0 63543 0 26226 0 462160 0 0 MATTHEW NOVAK FORMER PRESIDENT SJH SOUTH, PRESIDENT MEASE HOSPITALS 0 305302 0 91279 0 34937 0 83992 0 28247 0 543757 0 0 LORRAINE SARGENT FORMER KEY, DIRECTOR IMAGING EAST REGION 0 186932 0 21395 0 5036 0 9905 0 10370 0 233638 0 0 MICHAEL SMITH FORMER PRES SJH SOUTH, PRES ST. ANTHONY'S 0 359199 0 104668 0 88005 0 39514 0 38249 0 629636 0 0 KIMBERLY GUY PRES SJH/SVP MARKET LEADER HILLSB 0 515880 0 213463 0 125202 0 46406 0 38278 0 939229 0 0 THOMAS GARTHWAITE PRESIDENT SJH NORTH 0 200153 0 66260 0 36870 0 47049 0 50227 0 400560 0 0 JENNIFER KOTWICKI DIRECTOR OPERATIONS - SJH 160949 0 18825 0 116 0 8911 0 29130 0 217931 0 0 0 PHILIP MINDEN PRES ST JOSEPH'S HOSP SOUTH 0 286057 0 86704 0 36811 0 52165 0 15202 0 476939 0 0 SARAH NAUMOWICH PRES MP NORTH BAY/SJCH & SJWH 0 269815 0 87070 0 14917 0 66991 0 33485 0 472278 0 0 JOHN ELIAS ALEJANDRO CLINICAL NURSE II 180485 0 20351 0 4360 0 10213 0 7220 0 222628 0 0 0 JIMMY BAUMGARTNER DIRECTOR OPERATIONS - SJCH & SJWH 165010 0 20232 0 29346 0 11493 0 15695 0 241776 0 0 0 LYDIA BOUTROS CLINICAL PHARMACIST 267013 0 2300 0 9869 0 10827 0 7386 0 297395 0 0 0 MARK STONE CLINICAL PHARMACIST 207474 0 2060 0 416 0 9235 0 18510 0 237694 0 0 0 NANETTE WILCOX ADMIN DIR HEART INSTITUTE 188075 0 21997 0 10406 0 10807 0 33718 0 265002 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $866,844 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. He became 100% vested in 2021. The plan made cash distribution of $341,103 in 2021. Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $94,119 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $37,036 in 2021. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $78,695 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $30,967 in 2021. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $61,608 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. Michael Smith - Participated in a supplemental nonqualified deferred compensation plan. He had $56,741 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. He had $25,014 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $22,328 in 2021. Matthew Novak - Participated in a supplemental nonqualified deferred compensation plan. He had $63,980 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. Philip Minden - Participated in a supplemental nonqualified deferred compensation plan. He had $22,455 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. He had $37,674 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $8,836. Joanne Mayers - Participated in a supplemental nonqualified deferred compensation plan. She had $55,139 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. Sarah Naumowich - Participated in a supplemental nonqualified deferred compensation plan. She had $52,459 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. Thomas Garthwaite - Participated in a supplemental nonqualified deferred compensation plan. He had $23,483 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. TIMOTHY SARGENT FAMILY MEMBER OF LORRAINE SARGENT 92862 TIMOTHY SARGENT IS A FAMILY MEMBER OF LORRAINE SARGENT, A FORMER KEY EMPLOYEE OF THE FILING ORGANIZATION. TIMOTHY SARGENT WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false DEBORAH MCFADDEN FAMILY MEMBER OF DOUGLAS MCFADDEN 124590 DEBORAH MCFADDEN IS A FAMILY MEMBER OF DOUGLAS MCFADDEN, A DIRECTOR OF THE FILING ORGANIZATION. DEBORAH MCFADDEN WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false RITA TEMPLETON FAMILY MEMBER OF MICHAEL SMITH 188562 RITA TEMPLETON IS A FAMILY MEMBER OF MICHAEL SMITH, A FORMER KEY EMPLOYEE OF THE FILING ORGANIZATION. RITA TEMPLETON WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false Form 990, Part V, Line 1a Number in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, A RELATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION DOES NOT DIRECTLY COMPENSATE SOME OF ITS TOP MANAGEMENT EMPLOYEES; RATHER COMPENSATION IS PAID BY A RELATED ORGANIZATION THAT FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS; I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEE MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2021, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 1a Delegate broad authority to a committee The organization has committees with authority to make decisions and/or act in regard to specific matters. The composition and scope of authority for any such committees are described in the organization's governing documents. Form 990, Part VI, Line 6 Classes of members or stockholders TRINITY HEALTH, AN INDIANA NONPROFIT CORPORATION IS THE SOLE MEMBER OF ST. JOSEPH'S HOSPITAL, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS OF THE BOARD OF TRUSTEES OF THE CORPORATION SHALL BE APPOINTED BY THE MEMBER TRINITY HEALTH. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE TAXPAYER IS A PARTICIPANT, AS DEFINED IN THE SECOND RESTATED JOINT OPERATING AGREEMENT DATED AS OF MAY 23, 2006, AS AMENDED (THE "JOA"). UNDER THE JOA, BAYCARE HEALTH SYSTEM, INC. IS RESPONSIBLE FOR THE OPERATIONS OF THE PARTICIPANTS. THE JOA PARTICIPANTS INCLUDE THE TAXPAYER AND OTHER HOSPITALS AND NON-HOSPITAL ORGANIZATIONS. NOTICE OF THE JOA WAS PREVIOUSLY PROVIDED TO THE INTERNAL REVENUE SERVICE BY LETTER DATED JULY 1, 1997. TRINITY HEALTH SHALL RESERVE TO ITSELF IN ITS CAPACITY AS THE CORPORATE MEMBER OF THE CORPORATION THE FOLLOWING TWO CATEGORIES OF ACTIONS: CLASS I MEMBER RESERVED RIGHTS AND CLASS II MEMBER RESERVED RIGHTS. A. CLASS I MEMBER RESERVED RIGHTS. 1. ADDITION, DELETION OR RECONFIGURATION OF SERVICES OF THE CORPORATION. 2. ESTABLISHMENT OF OVERALL CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS APPLICABLE TO THE CORPORATION, INCLUDING THE USE OF THE FUNDS OF THE CORPORATION. 3. EXCLUSIVE AUTHORITY TO ENTER INTO MANAGED CARE CONTRACTS ON BEHALF OF THE CORPORATION. 4. APPROVAL OF CONTRACTS ON BEHALF OF THE CORPORATION (BUT THE CLASS I MEMBER MAY ESTABLISH POLICIES FROM TIME TO TIME PROVIDING THAT ONLY SPECIFIC TYPES OF CONTRACTS OR CONTRACTS INVOLVING OBLIGATIONS IN EXCESS OF SPECIFIED LEVELS NEED TO BE APPROVED BY THE CLASS I MEMBER). 5. AUTHORITY TO ESTABLISH FEES AND CHARGES ON BEHALF OF THE CORPORATION. 6. DETERMINATION OF WHETHER THE CORPORATION SHOULD JOIN ANY NETWORKS OR ALTERNATIVE OR INTEGRATED DELIVERY SYSTEMS. 7. ESTABLISHMENT OF EMPLOYMENT AND OTHER POLICIES APPLICABLE TO ALL PERSONNEL EMPLOYED BY THE CORPORATION. 8. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 9. APPROVAL OF CHANGES IN THE ARTICLES OF INCORPORATION OR IN THE BYLAWS OF THE CORPORATION. 10. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 11. APPROVAL OF THE INCURRENCE OF INDEBTEDNESS BY THE CORPORATION ABOVE CERTAIN LIMITS ESTABLISHED BY THE CLASS I MEMBER. 12. APPROVAL OF THE ESTABLISHMENT OF ADDITIONAL AFFILIATES OR SUBSIDIARIES OF THE CORPORATION. 13. ADOPTION OF STRATEGIC PLANS OR MAJOR CHANGES IN PROGRAMS OR SERVICES OF THE CORPORATION. 14. APPROVAL OF THE PURCHASE, SALE, TRANSFER, OR OTHER ENCUMBRANCE OF ASSETS OF THE CORPORATION ABOVE SPECIFIED LEVELS ESTABLISHED BY THE CLASS I MEMBER. B. CLASS II MEMBER RESERVED RIGHTS. 1. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 2. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 3. APPROVAL OF THE CLOSURE OF A HOSPITAL FACILITY OF THE CORPORATION. 4. APPROVAL OF ANY SALE, LONG TERM LEASE, MORTGAGE, ENCUMBRANCE OR DISPOSITION OF PROPERTY OF THE CORPORATION CONSTITUTING AN 'ALIENATION' UNDER PRINCIPLES OF CANON LAW. 5. APPROVAL OF MATTERS RELATING TO THE IMPLEMENTATION OF AND COMPLIANCE WITH THE ETHICAL AND RELIGIOUS DIRECTIVES. 6. CHANGE IN THE NAME OF THE HOSPITAL FACILITY OF THE CORPORATION. 7. APPROVAL OF SUBSTANTIVE CHANGES IN THE ARTICLES OF INCORPORATION OF THE CORPORATION AND THE BYLAWS PROVIDED THAT PRIOR NOTICE OF ANY CHANGE IN THE ARTICLES OF INCORPORATION OF THE CORPORATION OR THE BYLAWS SHALL BE PROVIDED TO TRINITY HEALTH AND, IF SUCH CHANGE, AS A RESULT OF TRINITY HEALTH BEING A CATHOLIC ENTITY, MUST BE APPROVED BY TRINITY HEALTH, SUCH CHANGE, REGARDLESS OF WHETHER IT IS SUBSTANTIVE AS A MATTER OF CIVIL LAW, SHALL BE SUBJECT TO THE APPROVAL OF THE MEMBER. 8. WITH REGARD TO ANY ASSETS OF THE CORPORATION NO LONGER REQUIRED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF ANY ASSETS NOT IN THE ORDINARY COURSE WHICH HAVE A VALUE IN EXCESS OF $3 MILLION, AND WITH REGARD TO ALL OTHER ASSETS OF THE CORPORATION USED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF SUCH ASSETS NOT IN THE ORDINARY COURSE (BUT THE FOREGOING IS NOT INTENDED TO LIMIT ANY TRANSFER OF THE LOCATION OF THE ASSETS FROM THE CORPORATION TO ANOTHER ENTITY IN CONNECTION WITH A DULY AUTHORIZED RECONFIGURATION OF SERVICES). Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared by the organization and reviewed by the CFO as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the form 990 is made available to the entire Board. Form 990, Part VI, Line 12c Conflict of interest policy ST. JOSEPH'S HOSPITAL, INC. HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURE REQUIREMENTS OF BOARD AND COMMITTEE MEMBERS PRIOR TO ANY AND ALL BOARD OR COMMITTEE MEETINGS, EACH BOARD/COMMITTEE MEMBER SHALL REVIEW THE MEETING AGENDA FOR ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN THE EVENT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ASSOCIATED WITH ANY AGENDA ITEM IS CONCLUDED BY A BOARD/COMMITTEE MEMBER AFTER SUCH REVIEW, THE IMPACTED BOARD/COMMITTEE MEMBER SHALL INFORM THE BOARD/COMMITTEE CHAIRPERSON OF THE CONFLICT IN ADVANCE OF THE MEETING. REQUIRED ACTION AFTER DISCLOSURE OF THE BOARD/COMMITTEE MEMBER'S ACTUAL OR POTENTIAL CONFLICT TO THE BOARD/COMMITTEE CHAIRPERSON AS SET FORTH ABOVE, THE FOLLOWING PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST WILL BE ADHERED TO BY EACH BOARD AND ALL COMMITTEES WITHOUT EXCEPTION: 1. THE BOARD/COMMITTEE CHAIRPERSON SHALL, UPON DISCLOSURE BY AN IMPACTED BOARD/COMMITTEE MEMBER, HAVE THE DISCRETION (BASED UPON THE SEVERITY OF THE ACTUAL OR POTENTIAL CONFLICT) TO EXCUSE THE IMPACTED BOARD/COMMITTEE MEMBER FROM THE BOARD/COMMITTEE DISCUSSIONS ON THAT AGENDA ITEM. 2. REGARDLESS OF WHETHER THE IMPACTED BOARD/COMMITTEE MEMBER IS ASKED TO LEAVE THE ROOM DURING THE AGENDA ITEM DISCUSSION, THE BOARD/COMMITTEE CHAIRPERSON SHALL NOTIFY ALL BOARD/COMMITTEE MEMBERS OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO EVERYONE IS AWARE OF THE SAID CONFLICT BEFORE ANY DISCUSSIONS AND/OR VOTE ON THE MATTER. 3. THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE BAYCARE ENTITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM AN INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY AVAILABLE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BAYCARE ENTITY'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO BAYCARE. AN INTERESTED BOARD/COMMITTEE MEMBER SHALL NOT VOTE, PARTICIPATE IN, INFLUENCE, OR ATTEMPT TO INFLUENCE ANY DETERMINATION OR PROCEEDINGS. AS REQUESTED BY THE BOARD/COMMITTEE CHAIRPERSON, THE INTERESTED BOARD/COMMITTEE MEMBER MAY, HOWEVER, RESPOND TO QUESTIONS POSED BY THE BOARD/COMMITTEE REGARDING THE CONTRACT OR TRANSACTION. ANY SUCH CONTRACT OR TRANSACTION MUST BE AUTHORIZED BY A VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE BOARD/COMMITTEE MEMBERS ENTITLED TO VOTE AT A MEETING AT WHICH A QUORUM WAS PRESENT. ANY INTERESTED BOARD/COMMITTEE MEMBER MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM. 5. THE MINUTES OF THE BOARD AND ALL COMMITTEES SHALL REFLECT THE FOLLOWING: A. THE NAME(S) OF THE BOARD/COMMITTEE MEMBER(S) WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD/COMMITTEE CHAIRPERSON'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. B. THE NAMES OF THE BOARD/COMMITTEE MEMBERS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN ON THE SUBJECT AT ISSUE. C. THE INTERESTED BOARD/COMMITTEE MEMBER'S REMOVAL FROM THE ROOM (IF REQUESTED BY THE CHAIRPERSON), EXCLUSION FROM VOTING AND PARTICIPATION IN DISCUSSIONS, AND THE EXISTENCE OF A PROPER QUORUM. FOR EMPLOYEES, THE REVIEW OF CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS GOES TO THE CONFLICT OF INTEREST DETERMINATION COMMITTEE. THIS COMMITTEE CONSISTS OF THE BAYCARE CHIEF COMPLIANCE OFFICER, THE CORPORATE RESPONSIBILITY OFFICERS, AND THE BAYCARE VICE PRESIDENT OF TEAM RESOURCES. THIS COMMITTEE SHALL DETERMINE IF AN ACTUAL CONFLICT EXISTS AND ANY ACTION REQUIRED TO ADDRESS THE CONFLICT OF INTEREST SITUATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM, INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 11g Other Fees Management Fee Allocation - Total Expense: XXX-XX-XXXX, Program Service Expense: , Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; OTHER - Total Expense: 71439191, Program Service Expense: 71030478, Management and General Expenses: 408713, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN MINIMUM PENSION OBLIGATION - -3997766; CONTRIBUTIONS IN NET ASSETS - -2517903; BOND ISSUANCE INTEREST ALLOCATION - 657660; GAIN ON PENSION ASSETS - 1960756; BAYCARE HEALTH SYSTEM INC 2985 DREW ST CLEARWATER FL 337593012 592796965 SUPPORT SRVCS FL 501(c)(3) Type I NA false FRANCISCAN PROPERTIES INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822519 SUPPORTS SJH FL 501(c)(3) Type II SJHCC false JOHN KNOX VILLAGE OF TAMPA BAY INC 4100 FLETCHER AVE TAMPA FL 336134864 581377711 RETIRE CMMNTY FL 501(c)(3) 10 SJHCC false SOUTH FLORIDA BAPTIST HOSPITAL INC 301 N ALEXANDER STREET PLANT CITY FL 335634303 590594631 MEDICAL SRVCS FL 501(c)(3) 3 NA false ST ANTHONY'S PROF BUILDING & SERVICES 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592018848 REAL ESTATE FL 501(c)(3) 10 SJHCC false ST JOSEPH'S COMMUNITY CARE INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 593152608 MEDICAL ASST FL 501(c)(3) 10 SJHCC false ST JOSEPH'S ENTERPRISES INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822516 HEALTH INVEST FL 501(c)(3) Type II SJHCC false ST JOSEPH'S HEALTH CARE CENTER INC 3001 W DR MARTIN LUTHER KING TAMPA FL 336076307 592593686 SUPPORT SRVCS FL 501(c)(3) Type II Trinity false ST JOSEPH'S HOSPITAL AUXILIARY INC 3001 W DR MARTIN LUTHER KING TAMPA FL 336076307 592131207 SUPPORTS SJH FL 501(c)(3) Type III-FI NA false ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 591100828 FUNDRAISING FL 501(c)(3) Type III-FI SJHCC false Trinity Health Corporation 20555 Victor Parkway Livonia MI 48152 351443425 health care system management IN 501(c)(3) Type II NA false CARILLON SURG CNTR 900 CARILLON ST PETE FL 337161121 261116740 HEALTH SRVC FL NA N/A false false HEALTHPOINT MEDICAL GROUP INC 2985 DREW STREET CLEARWATER FL 33759 593244268 PHYSICIAN GRO FL NA C Corporation false false false true true false false false false true false true true true false true false false true true