2021-06-15T11:37:19-05:00 2020-06-30 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2019-07-01 731089149 INTEGRIS SO OKLAHOMA CITY HOSPCORP D/B/A INTEGRIS SOUTHWEST MEDICAL CENTER INC % KATHRYN INGERLY INTE 4059496026 5300 N INDEPENDENCE AVE STE 130 OKLAHOMA CITY OK 73112 DOUGLAS M SMITH EXECUTIVE VP, CFO 4059512736 2021-06-11 true BRITTANY K ELLISER P01284594 2253444000 2021-06-04 2019 2022-09-23 18:48:47Z SEE SCHEDULE O CHRIS HAMMES 5300 N INDEPENDENCE AVE OKLAHOMA CITY OK 73112 251633991 false X WWW.INTEGRISOK.COM X 1979 OK TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 16 12 1331 162 670354 231758 3828708 11196963 237269787 237806475 3548143 2577184 0 0 244646638 251580622 4000 6000 0 0 91217736 89937154 0 0 0 158456247 153311660 249677983 243254814 -5031345 8325808 271369102 303056292 24703680 52994390 246665422 250061902 X TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. false false 202025829 6000 234642076 SEE SCHEDULE O STATEMENTS 2 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DIRECTOR 1.0 0.0 X 0 0 0 ARUN DEVAKONDA MD DIRECTOR 1.0 0.0 X 0 0 0 RENEE PORTER DIRECTOR 1.0 0.0 X 0 0 0 SHAWN SMITH DIRECTOR 1.0 0.0 X 0 0 0 2451566 3675301 1002069 114 true true false DIAGNOSTIC LABORATORY OF OKLAHOMA L 225 NE 97TH STREET OKLAHOMA CITY OK 73114 REFERENCE LAB 7145193 MEDICAL STAFFING NETWORK PO BOX 840292 DALLAS TX 75284 CONTRACT STAFFING 6330364 ANESTHESIA MEDICAL PROFESSIONALS PL PO BOX 1540 EDMOND OK 73083 ANESTHESIA SERVICE 3775553 NORMAN RADIOLOGY SERVICES INC PO BOX 269083 OKLAHOMA CITY OK 73126 RADIOLOGY SERVICES 1147640 FRESENIUS MEDICAL CARE-NORTH AMERIC 16343 COLLECTIONS CENTER CHICAGO IL 60693 MEDICAL SERVICE 1143170 32 2847012 8349951 75457 11196963 NET PATIENT REVENUE 621990 227752811 227752811 RENTAL INCOME 532000 1374712 1374712 MANAGEMENT FEES 541610 670354 670354 340B PHARMACY INCOME 446110 5428364 5428364 CAFETERIA 722514 1857361 1857361 722873 86189 636684 237806475 2630553 2630553 0 0 0 0 0 53369 -53369 -53369 -53369 0 0 0 0 0 0 0 0 0 0 251580622 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AND ITS TAX-EXEMPT CONTROLLED AFFILIATES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT UNDER THE PROVISION OF INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ENTITIES DESCRIBED UNDER IRC SECTION 501(C)(3). ACCORDINGLY, NO RESERVES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. true true X true X true X true true false true true 11450136 11450136 0.04710 37375979 37154637 221342 0.00090 48826115 37154637 11671478 0.04800 18931 18931 0.00010 4552120 1313412 3238708 0.01330 266176 266176 0.00110 4837227 1313412 3523815 0.01450 53663342 38468049 15195293 0.06250 17372 17372 0.00010 10543 10543 0.00000 27915 27915 0.00010 false 6621022 0 75908916 68986554 6922362 X true true 1 1 INTEGRIS SOUTHWEST MEDICAL CENTER 4401 SOUTH WESTERN AVENUE OKLAHOMA CITY OK 73109 WWW.INTEGRISOK.COM 2289 X X X INTEGRIS SOUTHWEST MEDICAL CENTER 1 false false true X X X X X X X X X 18 true true true true X SEE PART V, SECTION C X X true 15 true SEE PART V, SECTION C false true X 150. 300. X X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false SUPPLEMENTAL INFORMATION 1 SCHEDULE H, PART V: INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORPORATION D/B/A INTEGRIS SOUTHWEST MEDICAL CENTER, INC. (ISMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM (INTEGRIS HEALTH SYSTEM OR SYSTEM) CONTROLLED BY INTEGRIS HEALTH, INC. AS SUCH ISMC FOLLOWS CERTAIN POLICIES AND PROCEDURES ESTABLISHED AT THE SYSTEM LEVEL, MANY OF WHICH ARE DESCRIBED BELOW. SUPPLEMENTAL INFORMATION 2 PART V, SECTION B, LINE 5: IN CONDUCTING THE CHNA, THE HOSPITALS TOOK INTO ACCOUNT INPUT FROM REPRESENTATIVES OF THE COMMUNITY BY SURVEYS, LISTENING SESSIONS, FOCUS GROUPS, AND LOCAL DATA COLLECTION. ETHNICITIES INPUT WAS OBTAINED FROM SURVEYS BY TARGETING POPULATION GATHERING PLACES SUCH AS COMMUNITY CLINIC, CHURCHES, HEALTH DEPARTMENT, HUMAN SERVICES, AFTER SCHOOL PROGRAMS, AND PUBLIC TRANSPORTATION SERVICES. SUPPLEMENTAL INFORMATION 3 PART V, SECTION B, LINE 6A: THE FACILITIES LISTED IN THE METRO AREA USED THE SAME SURVEY, BUT SOME CONTENTS OF THE PLANS WERE CHANGED DUE TO SOME DEMOGRAPHIC ASPECTS OF THE COMMUNITIES (IE LARGE HISPANIC POPULATION, HIGHER SOCIO ECONOMIC FACTORS, ETC). THOSE FACILITIES INCLUDED: INTEGRIS HEALTH EDMOND, INTEGRIS BAPTIST MEDICAL CENTER, LAKESIDE WOMEN'S HOSPITAL, OKLAHOMA CENTER OF ORTHOPEDIC MULTI-SPECIALTY SURGERY, INTEGRIS SOUTHWEST MEDICAL CENTER, AND INTEGRIS CANADIAN VALLEY HOSPITAL. DUE TO THEIR CLOSE PROXIMITY AND GEOGRAPHIC LOCATION, INTEGRIS GROVE HOSPITAL AND INTEGRIS BAPTIST REGIONAL HEALTH CENTER USED THE SAME. INTEGRIS BASS BAPTIST HEALTH CENTER AND INTEGRIS NORTHWEST SPECIALTY HOSPITAL USED THE SAME SURVEY SINCE THEY SHARE THE SAME ZIP CODE. EACH FACILITY PLACED THE ASSESSMENT SURVEY ON THEIR WEB SITE'S HOME PAGE. SUPPLEMENTAL INFORMATION 4 PART V, SECTION B, LINE 6B: OKLAHOMA CITY-COUNTY HEALTH DEPARTMENT SUPPLEMENTAL INFORMATION 5 PART V, SECTION B, LINE 7D: THE CHNA IS WIDELY AVAILABLE TO THE COMMUNITY. THE PLANS WERE ALSO ADDED TO EACH FACILITY'S WEBSITE AND CLEARLY TITLED. THE PLANS WERE ALSO DISTRIBUTED TO ADMINISTRATION, LOCAL BOARDS, AT COMMUNITY FORUMS, COALITIONS, OTHER LOCAL AGENCIES AND ORGANIZATIONS. COPIES OF THE PLAN WERE PLACED IN EACH FACILITY'S ADMINISTRATION OFFICES FOR DISTRIBUTION AS WELL. SUPPLEMENTAL INFORMATION 6 PART V, SECTION B, LINE 11: THE CHNA PROCESS ASSISTED IN DETERMINING AVAILABLE RESOURCES, GAPS IN SERVICES, AND BOTH PERCEIVED AND ACTUAL NEEDS WITHIN THE INTEGRIS SERVICE AREAS. MANY OF THE NEEDS IDENTIFIED WERE COMMON WITHIN THE VARIOUS SERVICE AREAS, INCLUDING ACCESS TO CARE, TOBACCO USE, OBESITY, MENTAL HEALTH AND SUBSTANCE ABUSE. OTHERS, HOWEVER, SUCH AS CHILD ABUSE AND TEEN PREGNANCY, WERE NOT AS PREDOMINANT. THE NEEDS IDENTIFIED BY THE CHNA WERE INITIALLY PRIORITIZED THROUGH COLLABORATION WITH THE LOCAL COMMUNITY COALITIONS. THESE LOCAL PRIORITIZED NEEDS WERE THEN REEXAMINED BY INTEGRIS TO DETERMINE WHICH NEEDS COULD MOST EFFECTIVELY BE IMPACTED BY INTEGRIS THROUGH ADMINISTRATION OF THE DEVELOPED COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) AND WHICH, IF ANY OF THE REMAINING, WERE CURRENTLY BEING ADDRESSED THROUGH OTHER COMMUNITY RESOURCES AND/OR SERVICES. INTEGRIS OPTED TO CONCENTRATE ON FOUR FOCUS AREAS FOR THE CHIPS IN EACH OF THE SERVICE AREAS-OBESITY, MENTAL HEALTH, ACCESS TO CARE/FOOD INSECURITY, AND TOBACCO-BELIEVING THAT A UNITED EFFORT WOULD ALLOW FOR A SHARING OF RESOURCES, PERSONNEL, PROGRAMS, ETC. AND ENSURE CONSISTENCY IN IMPLEMENTATION AND EVALUATION METHODS, THEREBY INCREASING THE POTENTIAL TO MORE EFFECTIVELY COMBAT THE ISSUES SYSTEM-WIDE. OTHER COMMONLY IDENTIFIED NEEDS SUCH AS DIABETES, HEART DISEASE, AND SUBSTANCE ABUSE THAT ARE ASSOCIATED RISK FACTORS FOR THE PRIMARY FOCUS AREAS ARE ADDRESSED IN ONE OR MORE OF THOSE RESPECTIVE SECTIONS OF THE CHIP. IT WAS DETERMINED THAT THE REMAINING NEEDS THAT WERE HIGHLY PRIORITIZED WITHIN CERTAIN SERVICE AREAS WERE PREVIOUSLY IDENTIFIED AND ALREADY BEING ADDRESSED THROUGH LOCAL AGENCY AND/OR COALITION AND PARTNERSHIP EFFORTS WITHIN THE COMMUNITIES. AS SUCH, INTEGRIS COMMITTED TO PROVIDE SUPPORT AND RESOURCES TO THE COMMUNITY PARTNERS TAKING THE LEAD ON THOSE PARTICULAR ISSUES. SUPPLEMENTAL INFORMATION 7 PART V, SECTION B, LINE 7A AND LINE 10A: HTTPS://INTEGRISOK.COM/ABOUT-INTEGRIS/SERVING-OUR-COMMUNITY/REPORTS SUPPLEMENTAL INFORMATION 8 PART V, SECTION B, LINES 16A, 16B, AND 16C: INTEGRISOK.COM/PATIENT-INFORMATION/FINANCIAL-ASSISTANCE SUPPLEMENTAL INFORMATION 1 SCHEDULE H, PART VI: INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORPORATION D/B/A INTEGRIS SOUTHWEST MEDICAL CENTER, INC. (ISMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM (INTEGRIS HEALTH SYSTEM OR SYSTEM) CONTROLLED BY INTEGRIS HEALTH, INC. AS SUCH ISMC FOLLOWS CERTAIN POLICIES AND PROCEDURES ESTABLISHED AT THE SYSTEM LEVEL, MANY OF WHICH ARE DESCRIBED BELOW. SUPPLEMENTAL INFORMATION 2 PART I, LINE 6A: INTEGRIS HEALTH, INC., (EIN: 73-1192764), THE PARENT ORGANIZATION OF ISMC, PRODUCES A CONSOLIDATED COMMUNITY BENEFIT REPORT THAT IS MADE AVAILABLE TO THE PUBLIC. SUPPLEMENTAL INFORMATION 3 PART I, LINE 7: COSTING METHODOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE CHARITY ATTRIBUTABLE TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF CHARITY ATTRIBUTABLE TO PATIENT ACCOUNTS THAT IS REPORTED ON PART 1, LINE 7. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE, NOT BAD DEBT EXPENSE. SUPPLEMENTAL INFORMATION 4 PART II: COMMUNITY BUILDING ACTIVITIES COMMUNITY-BUILDING ACTIVITIES IMPROVE THE COMMUNITY'S HEALTH AND SAFETY BY ADDRESSING THE ROOT CAUSE OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS, AND ENVIRONMENTAL HAZARDS. THESE ACTIVITIES STRENGTHEN THE COMMUNITY'S CAPACITY TO PROMOTE THE HEALTH AND WELL-BEING OF ITS RESIDENTS BY OFFERING THE EXPERTISE AND RESOURCES OF THE HEALTH CARE ORGANIZATION. COSTS FOR THESE ACTIVITIES INCLUDE CASH AND IN-KIND DONATIONS AND EXPENSES FOR THE DEVELOPMENT OF A VARIETY OF COMMUNITY-BUILDING PROGRAMS AND PARTNERSHIPS. SUPPLEMENTAL INFORMATION 5 PART III, LINES 2, 3 AND 4: THE AMOUNT OF BAD DEBT EXPENSE ON LINE 2 WAS ESTIMATED AS A RESULT OF THE FOLLOWING PROCESSES: NET PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH INTEGRIS HEALTH EXPECTS TO BE ENTITLED IN EXCHANGE FOR PROVIDING PATIENT CARE. HEALTHCARE SERVICES PROMISED IN THE CONTRACT WITH A PATIENT REPRESENT A BUNDLE OF GOODS AND (OR) SERVICES THAT IS DISTINCT AND ACCOUNTED FOR AS A SINGLE PERFORMANCE OBLIGATION. THE TRANSACTION PRICE FOR THE BUNDLED GOODS AND (OR) SERVICES PROVIDED IS ESTIMATED BY REDUCING THE TOTAL STANDARD CHARGES BY VARIABLE PRICE CONCESSIONS, INCLUDING CONTRACTUAL ADJUSTMENTS BASED ON THE TERMS PROVIDED BY (IN THE CASE OF MEDICARE AND MEDICAID) OR NEGOTIATED WITH (IN THE CASE OF MANAGED CARE AND COMMERCIAL INSURANCE COMPANIES) THIRD-PARTY PAYORS, INTEGRIS HEALTH DISCOUNT POLICIES, AND OTHER IMPLICIT PRICE CONCESSIONS BASED ON HISTORICAL COLLECTIONS EXPERIENCE FOR UNINSURED AND UNDER-INSURED PATIENTS WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE. A PORTFOLIO APPROACH BY MAJOR PAYOR CATEGORIES AND TYPES OF SERVICE WAS USED TO ESTIMATE THE HISTORICAL COLLECTIONS EXPERIENCE. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. PORTFOLIO COLLECTION ESTIMATES ARE UPDATED AT LEAST QUARTERLY BASED ON ACTUAL COLLECTIONS EXPERIENCE INTEGRIS HEALTH BELIEVES THAT REVENUE RECOGNIZED BY UTILIZING THE PORTFOLIO APPROACH APPROXIMATES THE REVENUE THAT WOULD HAVE BEEN RECOGNIZED IF AN INDIVIDUAL CONTRACT APPROACH WAS USED. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE ASSESSED FIRST FOR ELIGIBILITY FOR CHARITY CARE OR RECORDED AS BAD DEBT EXPENSE. PATIENT ACCOUNTS ARE MONITORED AND, IF NECESSARY, PAST DUE ACCOUNTS ARE PLACED WITH COLLECTION AGENCIES IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY MANAGEMENT. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN PERFORMED IN ACCORDANCE WITH ITS PURPOSE AND VALUES, INTEGRIS HEALTH IS COMMITTED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE HEALTH SERVICES TO THE COMMUNITY, INCLUDING SUCH UNDERSERVED GROUPS AS THE INDIGENT AND THE ELDERLY. SELF-PAY REVENUES ARE DERIVED PRIMARILY FROM PATIENTS WHO DO NOT HAVE ANY FORM OF HEALTH COVERAGE. THE REVENUES ASSOCIATED WITH SELF-PAY PATIENTS ARE GENERALLY REPORTED AT INTEGRIS HEALTH'S GROSS CHARGES. INTEGRIS HEALTH EVALUATES THESE PATIENTS, AFTER THE PATIENT'S MEDICAL CONDITION IS DETERMINED TO BE STABLE, FOR THEIR ABILITY TO PAY BASED UPON FEDERAL AND STATE POVERTY GUIDELINES, OR QUALIFICATIONS FOR MEDICAID OR OTHER GOVERNMENTAL ASSISTANCE PROGRAMS, AS WELL AS INTEGRIS HEALTH'S POLICY FOR CHARITY CARE. DURING FISCAL YEAR 2020, NEW SOFTWARE WAS ENGAGED TO ACCOMPLISH A MORE THOROUGH EVALUATION OF PRESUMPTIVE ELIGIBILITY FOR CHARITY. THIS NEW CAPABILITY OF ASSESSING PRESUMPTIVE CHARITY WAS APPLIED TO ALL OUTSTANDING BALANCES. ACCOUNTS THAT WERE PREVIOUSLY RESERVED AS CONTRACTUAL ALLOWANCES WERE DETERMINED TO BE ELIGIBLE FOR CHARITY CARE TREATMENT AND THAT AMOUNT IS REFLECTED IN THE FISCAL YEAR 2020 COSTS. AS SUCH, INTEGRIS DOES NOT BELIEVE ANY PORTION OF THE AMOUNT ON LINE 2 IS REASONABLY ATTRIBUTABLE TO PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE. THE BAD DEBT FOOTNOTE IS ON PAGES 10-11 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. SUPPLEMENTAL INFORMATION 6 PART III, LINE 8: COMMUNITY BENEFIT: ------------------ THE HOSPITAL HAD A $6,922,362 SURPLUS. COSTING METHODOLOGY: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO AND THE MEDICARE FILED COST REPORT. SUPPLEMENTAL INFORMATION 7 PART III, LINE 9B: PATIENTS MAY, AT ANY TIME DURING THE COLLECTION CYCLE, SUBMIT FINANCIAL INFORMATION FOR FINANCIAL ASSISTANCE OR CHARITY CONSIDERATION PURSUANT TO INTEGRIS POLICY SYS-RCM-100 CHARITY SERVICES. ALL AVAILABLE AVENUES OF ASSISTANCE AND AVAILABLE PAYMENTS FROM THIRD PARTY PAYORS MUST BE EXHAUSTED BEFORE SUCH ASSISTANCE FOR CHARITY OR OTHER FINANCIAL ASSISTANCE IS CONSIDERED. ISMC DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE. SUPPLEMENTAL INFORMATION 8 PART VI, LINE 2: NEEDS ASSESSMENT INTEGRIS HEALTH UTILIZES A VARIETY OF TOOLS TO DETERMINE THE HEALTH CARE NEEDS OF OUR COMMUNITIES. THESE INCLUDE PARTNERSHIPS WITH LOCAL COMMUNITY AGENCIES AND ORGANIZATIONS TO DETERMINE SPECIFIC TARGET MARKET NEEDS, PROGRAM SURVEYS AND COMMUNITY FOCUS GROUPS, PROGRAM EVALUATIONS FROM PARTICIPANTS IN OUR COMMUNITY HEALTH SCREENINGS, HEALTH EDUCATION AND SUPPORT GROUPS, THE COUNTY HEALTH RANKINGS REPORT AND THE OKLAHOMA STATE HEALTH DEPARTMENT'S "STATE OF THE STATE HEALTH REPORT." AFTER REVIEWING THESE MATERIALS FOR ISSUES CONCERNING ACCESS TO CARE, HEALTH EDUCATION NEEDS AND GAPS IN SERVICES IN OUR COMMUNITIES, INTEGRIS HEALTH DETERMINES HOW TO ADDRESS THESE ISSUES BY DEVELOPING PROGRAMS/SERVICES TO IMPLEMENT, INCLUDING, BUT NOT LIMITED TO, HEALTH SCREENINGS, COMMUNITY HEALTH EDUCATION AND WELLNESS PROGRAMS, SUPPORT GROUPS, AND ACCESS TO HEALTH CARE FACILITIES. INTEGRIS HEALTH UTILIZES OUR HEALTH SYSTEM RESOURCES, FACILITIES AND PERSONNEL FOR MANY OF THESE PROGRAMS, BUT ALSO PARTNERS WITH OUR COMMUNITIES AND DEVELOPS COLLABORATIONS WITH LOCAL NON-PROFIT AGENCIES, CIVIC ORGANIZATIONS, SCHOOLS, AND CHURCHES TO IMPROVE THE ISSUES IDENTIFIED. SUPPLEMENTAL INFORMATION 9 PART VI, LINE 3: PATIENT EDUCATION - ELIGIBILITY FOR ASSISTANCE INTEGRIS HEALTH USES A MULTI-FACETED APPROACH TO EDUCATE OUR PATIENTS ON THE AVAILABILITY OF CHARITY AS WELL AS STATE AND FEDERAL FINANCIAL ASSISTANCE. THIS INCLUDES: *POSTERS CLEARLY DISPLAYED IN EVERY PATIENT REGISTRATION AREA SPEAKING TO OUR FINANCIAL ASSISTANCE PROGRAMS. *A FINANCIAL RIGHTS AND RESPONSIBILITY BROCHURE GIVEN TO EVERY PATIENT AT THE TIME OF THEIR REGISTRATION WHICH PROVIES FINANCIAL ASSISTANCE PROGRAM DETAILS. *A CLEARLY MARKED PRESENCE ON THE INTEGRIS HEALTH-ON-LINE BUSINESS OFFICE WEBSITE WITH A SECTION DEVOTED TO FINANCIAL ASSISTANCE PROGRAM DETAILS AS WELL AS AN ON-LINE CHARITY APPLICATION. *A DESCRIPTION OF THE FINANCIAL ASSISTANCE PROGRAM AS WELL AS THE APPLICATION PROCESS IS INCLUDED ON EVERY PATIENT BILL. FINANCIAL COUNSELORS MEET WITH PATIENTS TO IDENTIFY ELIGIBILITY FOR FEDERAL AND STATE ASSISTANCE PROGRAMS. SUPPLEMENTAL INFORMATION 10 PART VI, LINE 4: COMMUNITY INFORMATION INTEGRIS HEALTH SYSTEM IS THE STATE'S LARGEST OKLAHOMA-OWNED HEALTH CARE SYSTEM AND ONE OF THE STATE'S LARGEST PRIVATE EMPLOYERS, WITH HOSPITALS, REHABILITATION CENTERS, PHYSICIAN'S CLINICS, MENTAL HEALTH FACILITIES, CANCER CENTERS, INDEPENDENT LIVING CENTERS, AND HOME HEALTH AGENCIES THROUGHOUT MOST OF THE STATE. ALL COUNTIES IN WHICH INTEGRIS HEALTH OPERATES INCLUDE ONE OR MORE FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS OR POPULATIONS. INTEGRIS SOUTHWEST MEDICAL CENTER (ISMC) IS LOCATED ON THE SOUTH SIDE OF OKLAHOMA CITY, IN OKLAHOMA COUNTY IN CENTRAL OKLAHOMA. THE FACILITY OFFERS A FULL RANGE OF SERVICES WITH OVER 400 LICENSED BEDS, INCLUDING, A REHABILITATION CENTER, A CANCER CENTER AND OTHER CENTERS OF EXCELLENCE, PROVIDING CARE TO THE CITIZENS OF SOUTH OKLAHOMA CITY AND SURROUNDING COMMUNITIES. THIS FACILITY IS ONE OF SEVERAL HOSPITALS OPERATED BY INTEGRIS HEALTH THROUGHOUT THE STATE OF OKLAHOMA. SUPPLEMENTAL INFORMATION 11 PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH EVIDENCE OF THE ORGANIZATIONS' RESPONSIVENESS TO THE COMMUNITY, INCLUDING OPPORTUNITIES FOR COMMUNITY INVOLVEMENT IN GOVERNANCE AND ADVISORY GROUPS. ALL INTEGRIS HEALTH FACILITIES ARE GOVERNED BY A BOARD OF DIRECTORS SPECIFICALLY MADE UP OF MEN AND WOMEN WHO LIVE AND WORK IN THE COMMUNITY INCLUDING: LOCAL BUSINESS OWNERS, CIVIC LEADERS, COMMUNITY VOLUNTEERS, REPRESENTATIVES WORKING IN HIGHER EDUCATION, UTILITY COMPANIES, AND A VARIETY OF NON-PROFIT ORGANIZATIONS. PATIENT AND COMMUNITY ADVISORY GROUPS HAVE ALSO BEEN ESTABLISHED AT SEVERAL INTEGRIS FACILITIES ACROSS THE STATE. THESE GROUPS GIVE HOSPITAL LEADERS INPUT, SUGGESTIONS, AND FEEDBACK ON WAYS TO IMPROVE PROGRAMS, SERVICES, COMMUNITY NEEDS, AND PROCESS IMPROVEMENT IN CLINICAL AREAS. PROGRAMS ESTABLISHED TO MEET COMMUNITY NEEDS INCLUDE A FALLS PREVENTION PROGRAM FOR SENIOR CITIZENS, COMMUNITY HEALTH SCREENINGS AND PHYSICIAN LECTURES REQUESTED BY LOCAL SCHOOLS, CHURCHES, CIVIC GROUPS, AND COMMUNITY LEADERS TO ADDRESS SPECIFIC HEALTH ISSUES WHICH INCLUDE: DIABETES, CANCER DIAGNOSIS AND TREATMENT OPTIONS, OBESITY AND PHYSICAL FITNESS PROGRAMS, MEN'S UROLOGICAL HEALTH PROGRAMS AND PROSTATE SCREENINGS, CANCER SCREENINGS, SPANISH DIABETES SUPPORT GROUP, AFRICAN AMERICAN MEN AND WOMEN'S HEART HEALTH, AND STROKE LECTURES. ADVOCACY INITIATIVES FOR PROMOTING COMMUNITY-WIDE, STATE OR NATIONAL EFFORTS TO IMPROVE HEALTH OF THE POPULATION AND INCREASE ACCESS. INTEGRIS HEALTH PARTNERS WITH THE OKLAHOMA LIONS CLUB MOBILE HEALTH UNIT, THE OKLAHOMA STATE HEALTH DEPARTMENT, AND THE OKLAHOMA TURNING POINT PROGRAM TO INCREASE HEALTH SCREENING OPPORTUNITIES AND HEALTH ACCESS FOR PEOPLE LIVING IN RURAL, UNDERSERVED AREAS OF OKLAHOMA. THE PARTNERSHIP INCLUDES DONATION OF RESOURCES AND MONEY TO SPONSOR THE OPERATION OF THE LIONS MOBILE HEALTH UNIT WHICH TRAVELS AROUND THE STATE OFFERING FREE HEALTH SCREENINGS AND MEDICAL INFORMATION. THE OKLAHOMA STATE HEALTH DEPARTMENT AND THE OKLAHOMA TURNING POINT PROGRAM ASSIST WITH HEALTH SCREENINGS AND HELP WITH REFERRALS TO MEDICAL HOMES AND CLINICS FOR PEOPLE WITHOUT A PHYSICIAN AND FOR THOSE UNINSURED OR UNDERINSURED. INTEGRIS HEALTH PARTNERS WITH THE OKLAHOMA TURNING POINT PROGRAM, LOCAL CIVIC GROUPS, SUCH AS OUR CHAMBERS OF COMMERCE, ROTARY, AND KIWANIS CLUBS, TECHNOLOGY SCHOOLS, COMMUNITY COLLEGES, CHURCHES, AND LOCAL SCHOOLS IN A VARIETY OF EVENTS AND PROGRAMS TO EDUCATE THE COMMUNITY ON HEALTH/WELLNESS ISSUES, CREATE OPPORTUNITIES FOR HEALTH ACCESS, PROVIDE COMMUNITY SCREENINGS IN UNDERSERVED AREAS OF OKLAHOMA, AND TO GIVE STUDENTS AND COMMUNITY MEMBERS THE OPPORTUNITY TO VOLUNTEER FOR THESE EVENTS. THIS INCLUDES MEDICAL STUDENTS WHO WORK WITH INTEGRIS ACROSS THE STATE AT OUR EVENTS TO LEARN MORE ABOUT PROVIDING HEALTH SERVICES TO THE COMMUNITY AND TO HELP TRAIN THEM FOR FUTURE WORK IN THE HEALTHCARE ARENA. THE HOSPITAL'S ROLE IN WORKING WITH OTHERS TO IDENTIFY COMMUNITY NEEDS AND ADDRESS COMMUNITY PROBLEMS. INTEGRIS HEALTH WORKS WITH THE OKLAHOMA HOSPITAL ASSOCIATION, THE OKLAHOMA STATE MEDICAL ASSOCIATION, THE ALLIANCE FOR THE UNINSURED, THE OKLAHOMA STATE HEALTH DEPARTMENT, THE OKLAHOMA MENTAL HEALTH ASSOCIATION, AND LOCAL NON-PROFIT ORGANIZATIONS SUCH AS THE OKLAHOMA CHAPTERS OF AMERICAN HEART ASSOCIATION, AMERICAN LUNG ASSOCIATION, AMERICAN DIABETES ASSOCIATION, AMERICAN CANCER SOCIETY, AND OTHER LOCAL HEALTH AND WELLNESS ORGANIZATIONS AND AGENCIES TO DETERMINE HEALTH CARE NEEDS IN THE STATE, ISSUES CONCERNING SPECIFIC CITIES, ACCESS TO HEALTH ISSUES, NEIGHBORHOOD AND ENVIRONMENT ISSUES, AND OTHER SOCIAL DETERMINANTS OF HEALTH THAT AFFECT THE LIVES OF OUR RESIDENTS. A VARIETY OF COALITIONS, TASK FORCES, AND COMMITTEES HAVE BEEN STARTED TO ADDRESS SPECIFIC HEALTH AND WELLNESS ISSUES AND TO DETERMINE INTERVENTIONAL STRATEGIES FOR IMPLEMENTATION. THE IMPACT PROGRAMS ARE HAVING ON COMMUNITY HEALTH, ESPECIALLY PREVENTION ACTIVITIES, EFFORTS TO IMPROVE HEALTH AND INCREASE ACCESS TO HEALTH CARE SERVICES, AND REDUCING HEALTH CARE COSTS. INTEGRIS COMMUNITY HEALTH PROGRAMS ACROSS THE STATE ARE IMPLEMENTED TO EDUCATE OUR RESIDENTS ABOUT HEALTH AND WELLNESS ISSUES AFFECTING THEM AND THEIR COMMUNITIES. WORKING WITH PARTNER AGENCIES AND ORGANIZATIONS IN THE COMMUNITIES WE SERVE GIVES US THE OPPORTUNITY TO CREATE PROGRAMS THAT SPECIFICALLY ADDRESS NEGATIVE HEALTH INDICATORS AFFECTING THE COMMUNITY. PREVENTION AND HEALTH EDUCATION HAVE BEEN THE PRIORITY FOR INTEGRIS FOR MANY YEARS IN AN EFFORT TO BETTER EDUCATE THE PUBLIC ON TAKING CARE OF THEIR HEALTH AND CREATING AWARENESS ABOUT HOW THEIR BEHAVIORS MAY NEGATIVELY AFFECT THEIR HEALTH AND THE HEALTH OF THEIR FAMILIES. WORKING WITH PARTNER AGENCIES, ORGANIZATIONS, PHYSICIANS, AND LOCAL CLINICS, INTEGRIS HAS BEEN ABLE TO HELP SLOWLY IMPROVE HEALTH IN SOME INDICATORS, SUCH AS CHILDHOOD IMMUNIZATIONS, ADULT IMMUNIZATIONS, AND SMALL STEP TOWARD IMPROVING CHILDHOOD OBESITY WITH SEVERAL PROGRAMS IMPLEMENTED IN THE METROPOLITAN AREAS, INCREASING ACCESS BY DEVELOPING REFERRAL NETWORKS BETWEEN FREE CLINICS ACROSS OKLAHOMA CITY AND IN SOME RURAL AREAS. ALL OF THESE PROGRAMS AND PARTNERSHIPS, COUPLED WITH EDUCATING THE COMMUNITY ABOUT AVAILABLE SERVICES, CAN HELP US CONTINUE TO REDUCE SOME OF THE HEALTHCARE COSTS WE SEE IN OUR HOSPITALS, CLINICS, AND EMERGENCY DEPARTMENTS. SUPPLEMENTAL INFORMATION 12 PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM ROLES ISMC IS A MEMBER OF INTEGRIS HEALTH SYSTEM, OF WHICH INTEGRIS HEALTH, INC. IS THE CONTROLLING MEMBER. INTEGRIS HEALTH SYSTEM IS AN OKLAHOMA HEALTH CARE SYSTEM WHICH SUPPORTS THE COMMUNITY NEEDS ACROSS THE STATE. THE MISSION OF INTEGRIS HEALTH IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE. OTHER FACILITIES OF THE TAXPAYER ARE LISTED ON SCHEDULE H, PART V AND THE FACILITIES OF OTHER TAXPAYERS ARE LISTED ON THE SCHEDULE H OF THEIR RESPECTIVE FORMS 990. SEE SCHEDULE O, GENERAL STATEMENTS 3 THROUGH 5 FOR ADDITIONAL INFORMATION REGARDING THE INTEGRIS HEALTH SYSTEM. SUPPLEMENTAL INFORMATION 13 PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT ALL STATES WITH WHICH THE ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: OK true Scholarships 6 6000 SUPPLEMENTAL INFORMATION 1 SCHEDULE I, PART I, LINE 2 COLLEGE SCHOLARSHIPS ARE PROVIDED TO EMPLOYEES' CHILDREN WHO QUALIFY BASED ON CERTAIN CRITERIA. A COLLEGE TRANSCRIPT MUST BE PROVIDED FOR EACH SEMESTER AS LONG AS THE SCHOLARSHIP IS IN PLACE. false true false false false false false true false CHRIS HAMMES COO OF IH 0 644265 0 401961 0 27757 0 202467 0 19174 0 1295624 0 0 MOBOLAJI OLULADE MD DIRECTOR 0 289408 0 148713 0 3472 0 17929 0 15259 0 474781 0 0 DAVID B TIPTON MD EX-OFFICIO/JTRH ADVISORY 246887 0 4800 0 4356 0 18641 0 593 0 275277 0 0 0 RICHARD WILTON VICE PRESIDENT 189268 0 29934 0 9760 0 14437 0 19863 0 263262 0 0 0 JEFFREY GILL CFO-VP 189323 0 29399 0 9075 0 9897 0 16472 0 254166 0 0 0 JORDAN CASH PRESIDENT 292154 0 111419 0 9346 0 70771 0 18301 0 501991 0 0 0 JACKIE LOCKETT VP CHIEF NURSING OFFICER 185739 0 29748 0 8364 0 8638 0 13788 0 246277 0 0 0 DOUGLAS M SMITH CFO OF IH 0 487336 0 212977 0 11699 0 95788 0 19064 0 826864 0 0 ARMANDO BURCHETT-ZUNIGA PHARMIST STAFF 154446 0 200 0 1438 0 11270 0 109 0 167463 0 0 0 ROBERT GUION MANAGER PHARMACY 171286 0 15899 0 2131 0 15387 0 14207 0 218910 0 0 0 YAXI LIU STAFF MEDICAL PHYSICIST 150282 0 0 0 1009 0 13875 0 19148 0 184314 0 0 0 CHARLES MAINES RN STAFF CARDIAC FLOAT 151354 0 1200 0 687 0 10190 0 18416 0 181847 0 0 0 BRANDON MARSHALL RN STAFF CARDIAC FLOAT 165760 0 1600 0 732 0 7488 0 19797 0 195377 0 0 0 DAVID R HADLEY FORMER OFFICER 0 0 0 0 0 244392 0 0 0 0 0 244392 0 0 TIMOTHY PEHRSON FORMER OFFICER & DIRECTOR 0 913234 0 230379 0 15454 0 288443 0 20057 0 1467567 0 0 SUPPLEMENTAL INFORMATION 1 SCHEDULE J, PART I, LINE 3 INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORPORATION (ISMC) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, ISMC RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS UTILIZES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION. SUPPLEMENTAL INFORMATION 2 SCHEDULE J, PART I, LINE 4B THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN BUT DID NOT RECEIVE A PAYMENT DURING THE YEAR. JORDAN CASH CHRIS HAMMES TIMOTHY PEHRSON DOUGLAS M. SMITH SUPPLEMENTAL INFORMATION 3 SCHEDULE J, PART I, LINE 7 THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. X EQUIPMENT 1 14778 FMV X MEDICAL EQUIPMENT 2 48728 FMV X RENOVATIONS 1 11951 FMV false true false GENERAL STATEMENT 1 FORM 990, BOX C: DOING BUSINESS AS PRIORITY CARE CENTRAL OKLAHOMA CANCER CENTER SOUTH COMMUNITY HOSPITAL CENTRAL OKLAHOMA HEART CENTER CENTRAL OKLAHOMA REHABILITATION CENTER CENTRAL OKLAHOMA HAND CENTER CENTRAL OKLAHOMA EYE SURGERY CENTER CENTRAL OKLAHOMA MEDICAL CENTER VARIETY CLUB PEDIATRIC CENTER THE MEDICAL CENTER OF OKLAHOMA MEMORIAL MEDICAL CENTER SLEEP DISORDER LABORATORY OF OKLAHOMA OKLAHOMA SLEEP DISORDER LABORATORY PULMONARY REHABILITATION CENTER OF OKLAHOMA SOUTHWEST MEDICAL CENTER OF OKLAHOMA JIM THORPE REHABILITATION CENTER SOUTHWEST PHYSICIANS PLAZA SMC MEDICAL PLAZA SPINE AND JOINT INSTITUTE OF THE SOUTHWEST SOUTHWEST BREAST HEALTH CENTER THE CHEST PAIN CENTER HEALTH LINE INTEGRIS SOUTHWEST MEDICAL CENTER SENIOR PROM FOR SENIOR CITIZENS ADOPT-A-NURSING HOME INTEGRIS ONCOLOGY SERVICES, SOUTH OKLAHOMA STROKE CENTER STROKE CENTER OF OKLAHOMA SOUTHWEST BREAST HEALTH AND IMAGING CENTER AT INTEGRIS SOUTHWEST MEDICAL CENTER INTEGRIS JIM THORPE REHABILITATION CENTER INTEGRIS JIM THORPE REHABILITATION HOSPITAL INTEGRIS JIM THORPE REHABILITATION NETWORK INTEGRIS JIM THORPE REHABILITATION SERVICES INTEGRIS NEUROSCIENCE INSTITUTE INTEGRIS NEUROSCIENCE INSTITUTE AT SOUTHWEST MEDICAL CENTER INTEGRIS SCOLIOSIS CENTER OF OKLAHOMA MDA NEUROMUSCULAR CENTER AT INTEGRIS NEUROSCIENCE INSTITUTE INTEGRIS SLEEP DISORDERS CENTER - YUKON INTEGRIS JIM THORPE REHABILITATION AT INTEGRIS SOUTHWEST MEDICAL CENTER INTEGRIS CANCER INSTITUTE OF OKLAHOMA SOUTHWEST MEDICAL CENTER INTEGRIS GENERATIONS AT SOUTHWEST MEDICAL CENTER JIM THORPE REHABILITATION GENERAL STATEMENT 2 PART III, LINE 4A: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS INTEGRIS SOUTHWEST MEDICAL CENTER, INC. (ISMC) IS A MEMBER OF THE INTEGRIS HEALTH SYSTEM (INTEGRIS HEALTH). INTEGRIS HEALTH IS THE STATE'S LARGEST OKLAHOMA-OWNED HEALTH CARE CORPORATION AND ONE OF THE STATE'S LARGEST PRIVATE EMPLOYERS (ABOUT 9,000 EMPLOYEES STATEWIDE), WITH HOSPITALS, REHABILITATION CENTERS, PHYSICIAN CLINICS, MENTAL HEALTH FACILITIES, FITNESS CENTERS, INDEPENDENT LIVING CENTERS AND HOME HEALTH AGENCIES THROUGHOUT MUCH OF THE STATE. AS A MEMBER OF INTEGRIS HEALTH AND A NOT FOR PROFIT ORGANIZATION, EACH YEAR ISMC PROVIDES MILLIONS OF DOLLARS OF CHARITY CARE TO PATIENTS THROUGHOUT THE STATE OF OKLAHOMA. WHILE THIS CARE REPRESENTS A LARGE PERCENTAGE OF ISMC'S GIFT BACK TO THE COMMUNITY, IT IS STILL ONLY PART OF WHAT ISMC CHOOSES TO CALL RETURNSHIP. RETURNSHIP EPITOMIZES ISMC'S MISSION OF GIVING BACK TO ITS COMMUNITY. IT TAKES THE FORM OF HUNDREDS OF PROGRAMS AND ACTS OF CHARITY PROVIDED DAILY ACROSS THE STATE OF OKLAHOMA - FREE HEALTH SCREENINGS, SUPPORT GROUPS, MEDICAL SERVICES, EDUCATIONAL PROGRAMS, HEALTH FAIRS AND MORE. IN ADDITION, ISMC PROVIDES SIGNIFICANT AMOUNTS OF UNCOMPENSATED SERVICES. UNCOMPENSATED SERVICES ARE THE COSTS OF PROVIDING FREE AND REDUCED COST CARE, WHICH INCLUDES CHARITY CARE AND UNPAID COSTS OF MEDICAID PROGRAMS. AS A NOT-FOR-PROFIT HOSPITAL, ISMC PROVIDES SERVICES TO EVERYONE, REGARDLESS OF THEIR ABILITY TO PAY OR THEIR INSURANCE COVERAGE. THUS, IT PROVIDES A MUCH-NEEDED SAFETY NET FOR MEMBERS OF THE ISMC COMMUNITY WHO WOULD OTHERWISE HAVE NO ACCESS TO MEDICAL CARE. CHARITY CARE COSTS ARE BASED ON THE OVERALL HOSPITAL COST TO CHARGE RATIOS. ISMC PROVIDED CHARITY CARE OF $11,450,136. ISMC ALSO PROVIDES CARE TO PATIENTS WHO QUALIFY FOR MEDICAID PROGRAMS FOR WHICH THE ORGANIZATION RECEIVES INADEQUATE PAYMENTS IN PRIOR YEARS. UNPAID COSTS OF MEDICAID PROGRAMS REFLECT THE DIFFERENCE BETWEEN COSTS TO PROVIDE PATIENT CARE SERVICES AND THE RATE AT WHICH THE HOSPITAL IS REIMBURSED. MEDICAID COSTS ARE BASED ON THE OVERALL HOSPITAL COST TO CHARGE RATIOS. ISMCS UNPAID COST OF MEDICAID PROGRAMS EQUALED $221,342. IN ADDITION ISMC BAD DEBT COSTS ARE BASED ON THE OVERALL HOSPITAL COST TO CHARGE RATIOS. ISMC's BAD DEBT COSTS WERE $6,621,022. FOR ADDITIONAL DETAILS REGARDING COMMUNITY BENEFIT SEE THE ATTACHED COMPLETE COMMUNITY BENEFIT REPORT ON SCHEDULE O STATEMENTS 3 THROUGH 5. GENERAL STATEMENT 3 PART III, LINE 4A: COMMUNITY BENEFIT REPORT INTEGRIS COMMUNITY BENEFIT REPORT 2020 A MESSAGE FROM OUR PRESIDENT AND CEO INTEGRIS Health is an Oklahoman-based, not-for-profit health system that has served Oklahoma communities for more than 100 years. Our mission is partnering with people to live healthier lives. That means we strive to meet your health needs in whatever setting works best for you. INTEGRIS Health actively partners with other community organizations to improve access to health care and outcomes, including free clinics, health screenings, wellness promotions, health education, health support groups, mentoring programs for at-risk youth, clean up after natural disasters and assistance for the elderly. The global COVID-19 pandemic has made our efforts to improve health for our communities even more important as we strive to be the most trusted partner for health. This report highlights a few ways INTEGRIS Health positively impacted our communities last year. We are humbled at the opportunity to care for the lives of our fellow Oklahomans and thank you for trusting us with your care. Warmly, Tim Pehrson President and CEO Mission: Partnering with people to live healthier lives Vision: The Most Trusted Partner for Health Values: iCare-Integrity. Compassion. Accountability. Respect. Excellence. An Overview of the INTEGRIS Health COVID-19 Response The year 2020 will most likely be remembered as the year of COVID-19. As Oklahomans and INTEGRIS Health caregivers, our reputation for taking care of our patients and one another is well-deserved. 2020 was no different. While this pandemic presented challenges the likes of which we had never experienced, our caregivers and volunteers worked tirelessly, around the clock to provide patients the best care possible during a most unsettling, uncertain, unpredictable time. First COVID patient admitted to INTEGRIS Health March 16, 2020 Patients discharged/recovered 4,107 as of Jan. 31, 2021 Food drive items donated 2,355 pounds No. of Oklahoma COVID-19 patients cared for 4,938 as of Jan. 31, 2021 No. of masks made by volunteers 18,839 No. of homemade PPE items produced (face shields and surgical bonnets) 21,274 No. of INTEGRIS Health caregiver vaccines administered 21,105 as of Feb. 12, 2021 No. of community vaccines administered 5,000 as of Feb. 12, 2021 No. of INTEGRIS Health caregiver volunteers for disaster resource pools 434 COVID-19 Patient and Caregiver Diary How the Year 2020 Changed Us INTEGRIS Health caregivers and patients shared their stories during the most trying year in recent memory. Take a look at their stories, and how they triumphed over trauma. Enid Priest Shares His Personal Experience with COVID-19 On June 27, his 45th anniversary of ordination to priesthood, Father Mark Mason began experiencing chills despite the fact it was nearly 100 degrees outside. He tried putting on heavier clothing and lying down, but the chills persisted even under thick blankets. Local Man Survives COVID-19: Credits Convalescent Plasma and Remdesivir Don Wentroth celebrated Fathers Day and his 66th birthday this June, but like everything else in the year 2020, they werent the celebrations he had hoped for due to COVID-19. An ER Nurse Asks for Patience in the Rush to Return to Normal INTEGRIS Southwest Medical Center ER Nurse Rachel McCloy says the COVID-19 experience feels like a "hurry up and wait" scenario. An INTEGRIS Health Respiratory Therapist Describes the Pandemic Jennifer Blevin is a Respiratory Therapist working in the COVID Unit at INTEGRIS Southwest Medical Center. She says the current situation caused by the coronavirus pandemic can be described in one word tense. Pregnant and Testing Positive for COVID-19 "It started with a mild cough," describes Carly McKenzie. it just progressively got worse. It hurt to breathe. But honestly, I was more worried about my unborn baby than myself." 2020 Community Benefits by the Numbers INTEGRIS Health provided $65,363,664 in community benefits including the cost of bad debt. This includes our returnship, community building efforts, uncompensated services and Medicaid services. Returnship Returnship epitomizes our mission of giving back to our communities. It takes the form of hundreds of programs and acts of charity provided daily across the state of Oklahoma. * Free health screenings * Support groups * Medical services * Educational programs * Health fairs * Other charitable acts as reflected in the previous pages Our returnship efforts equaled $3,751,268. Community Building Community building is another vital way we give back. These efforts address the root causes of health problems. Some community building activities include the following. * Housing physical improvements * Economic development * Community support * Environmental enhancements * Advocacy for community health advancements Our community building efforts equaled $422,503. Uncompensated Services and Medicaid Services Uncompensated services comprise the costs of providing free and reduced-cost care. As a system of not-for-profit hospitals, INTEGRIS Health provides services to everyone, regardless of the ability to pay. Thus, we provide a much-needed safety net for members of our community who would otherwise have no access to medical care. Charity care costs are based on the overall hospital cost-to-charge ratios. INTEGRIS Health also provides care to patients who qualify for Medicaid programs. INTEGRIS Health provided charity care and Medicaid services at an estimated cost of $32,905,024. Bad Debt In addition, INTEGRIS Health incurred bad debt with an estimated cost of $28,284,869 based on the overall hospital cost-to-charge ratio. INTEGRIS Health Outreach Events and Programs ACS - Making Strides Kick-off Breakfast ACS Board Call - OK/TX Panhandle ACS Board Candidate Selection ACS Board Meeting ACS Making Strides Booth ACS Meeting ACS MWOY Planning Meeting ACS OKC Leadership Council Retreat ACS RMWP Luncheon ACS State Board Recruitment Lunch ACS Volunteer Driver Appreciation ALA Meeting Alzheimers Association American Academy of Family Physicians - Dr. Toms Owens American Cancer Society American Cancer Society Board Meeting American Cancer Society Making Strides Campaign American Cancer Society Real Men Wear Pink American Heart Association American Lung Association American Lung Association Sponsorship American Lung Association Support Group Christmas Annas House Foundation Anti-Vaping Seminar at Chisholm High School Art Exhibit Celebration of Life Ask a Dietitian Baby Cafe/Milk Bar- INTEGRIS Health Edmond Bedlam Battle Blood Drive Better Breathers Better Breathers Support Group Blood Pressure Screenings - Buffalo Run Boy Scouts 2020 Brain Health Series Brain Injury Support Group Breast Cancer Lunch and Learn Bright Futures Career Fair Burn Center Community Lectures FY 2019-20 Burn Center Lectures Nursing Students FY 2019-20 Calm Waters Center for Children and Families Cameron University Adult ICU Fall Clinical Rotation Cameron University Fall ED Respiratory Clinical Cameron University ICU Summer Rotations Cameron University NICU Respiratory Therapy Fall Rotations Cameron University PICU Respiratory Therapy Cameron University Respiratory Therapy ED Clinical Cameron University Respiratory Therapy Spring Rotations Cameron University Summer Respiratory Therapy Cancer Support Group in Spanish/Grupo de Apoyo de Cancer CancerCheck African American Health Fair CancerCheck Hispanic Health Fair Cardiology Education to Great Plains Residents CART House Gala CASA Donation CDSA Wine Tour Celebration of Life, National Cancer Survivors Day Chair Exercise Changing Your Weighs Chaplain Community Support Chisholm High School Athletic Sponsorship Christian Medical Clinic CLEET Lunch and Learn Commerce Head Start Physicals Community Blood Drive Community Flu Shots and BP Readings Community Health Improvement Organization Board Community Hours for Tim Pehrson, CEO, FY 2019-20 Community Nutrition Program Yukon Library Community Paramedic Program Community Wellness Budget FY 2019-20 Cooking Class for City of Miami employees Cooks Training for Area School Cooks Culinary Classroom Nutrition Instruction CV Tech Foundation GENERAL STATEMENT 4 PART III, LINE 4A: COMMUNITY BENEFIT REPORT CONTINUED DCCP (Delaware County Coalition Partnership) Meeting DCCSAN Weekly Child Abuse Meetings De Mujer a Mujer: Mesa Redonda Sobre Violencia Domstica Woman to Woman: Domestic Violence Roundtable Deaconess Pregnancy & Adoption DEEP (Diabetes Empowerment Education Program) Delaware County Community Health Education Classes Delaware County Community Outreach Flu Shots Down Syndrome Support Group DPP (Diabetes Prevention Program) Elders Health Fair Day Emergency Management Emergency Medical Service Community Support Emerging Trends for the Church Enid Charity Ball Donation 2019 Enid Community Screenings Enid High School Baseball Support Enid Public Schools Foundation Education Equipping the Faith Community to Minister to Those with Dementia Fairview Youth and Adult Triathlon Fall Prevention Farm-to-School at SHA Western Village FFAC Committee Meeting Financial Health for Clergy - Special Clergy Lunch Fit, Not Frail - 4-part series - Nutrition/Fitness Fit, Not Frail - 4-part series - Senior Weight Management Fit, Not Frail - First of 4-part series - Mabel Fry Flu Shot Clinic Follow Your Instinct - Save Lives Blood Drive Food Demonstration at the Moore Food and Resource Center Francis Tuttle CART II Fall 2019 Respiratory Adult ICU Francis Tuttle CART II NICU Respiratory Clinicals Francis Tuttle CART II Respiratory Spring Clinicals Adult ICU Francis Tuttle CART II Respiratory Spring Clinicals NICU Francis Tuttle CART II Spring PFT Clinical Rotations Francis Tuttle CART Respiratory PFT Clinicals Fall Francis Tuttle Respiratory Therapeutics 1 Spring (12-hour shifts) Francis Tuttle Respiratory Therapeutics 1 Fall (12-hour shifts) Francis Tuttle Respiratory Therapy Summer Clinicals (June 2020) Ft. Reno DAR 2020 Get Pink Luncheon Getting a Good Nights Sleep Gideons Meeting Prayer Breakfast Go Red For Your Heart/Vestido Rojo Grand Lake Area Stroke Support Group Grandparents: A Grand Perspective Great Land Run Education Fund Grief Support Groups Meeting Grove Tween Fair Health Alliance for the Uninsured Health Planning Coalition Healthy Living, Livestrong at the YMCA Healthy Schools Oklahoma Hearing Helpers 2020 Heart Healthy Eating for "New View" VITAL Heather Harkness Memorial Events Heroes Help - Paramedic Hispanic radio, television and newspaper Holy Angels Health Fair/Feria de Salud en Santos Hope Support Group Hopkins DDP Class Horticulture Therapy at Arcadia Trails INTEGRIS Hospice Circle of Love Benefit Clay Shoot Hospice Grief Recovery Program Hough Ear Institute Infant Crisis Center In-Kind Donation of Space/Staff for MDA Clinic INTEGRIS Health Baptist Milk Bar Lactation Support Group (July - March) INTEGRIS Health Cardiology Conference INTEGRIS Health Community Clinic INTEGRIS Health FitClub FY 2019-20 INTEGRIS Health Pharmaceutical Assistance Program FY 20 INTEGRIS Health Volunteer Auxiliary Monthly Meeting Integrity in Medicine ITN Central Oklahoma Jay Head Start Physicals Jay Public Schools Inservice JFK Camp "You Can Be A Hero" Presentation Jordan Cash OHA Meetings JWL of Enid La Leche League 2020 Lay Health Promoters/Promotoras de Salud Leukemia & Lymphoma Society Light the Night LifeShare Foundation Light the Night Executive Leadership Limb Loss Support Group LiveStrong Cancer Survivor Support Group LLS 2020 MWOY Meeting LLS Man of Year LLS Man of Year - Winter Cocktail LVAD Support Group Making Strides Against Breast Cancer OKC - Applause Making Strides Fundraiser Booth Making Strides Kickoff Booth - INTEGRIS Baptist Making Strides Kickoff Campaign - INTEGRIS Southwest Making Strides T-shirt Distribution Booth Man and Woman of the Year 2020 Kick Off Meeting Man and Woman of the Year 2020 Candidate Workshop Man of the Year Fundraiser Brainstorming Session Man of Year Fundraising Meeting Man Up Marriage and Family Therapy Internships Mary Pinzon Stroke Awareness/Education Meals on Wheels FY 2019-20 Medical Marijuana Lunch and Learn Medical Student Family Medicine Rotation Meditation Sessions at INTEGRIS Cancer Institute Meeting Room for Community Organizations Mens Health Barbershop Outreach Mens Health Screening, Nutrition Education Mens Health University: NE OKC Health Taskforce Mental Health Meeting Meridian Tech Students Miami Head Start Physicals Miami High School Students CPR training Miami Physical Therapy Students Miami Public School Inservice Presentation Mind, Body, Spirit Volunteer Mini Health Fairs Ministering to Children in Time of Crisis Mobile Health Screening Unit Monthly Lectures/Conferencias Mensuales Monthly Nutrition Program - Brookline Moral Injury: Healing the Wounds of Ministry NAMI Support Group NEO Nursing Advisory Council NEO Nursing Students NESA Meetings Newsletters/VIVA INTEGRIS Non-Reimbursed IRB Fees FY 2019-20 Northeastern Tribal Health System (NTHS) Diabetes NTC Afton Nursing Students NTC Kansas Nursing Students Nursing, AUA, surgical tech and paramedic students Nutrition Class for Cardiac Rehab Patients Nutrition Class Series/Clase de Nutricin Nutrition Education at Arcadia Trails INTEGRIS Nutrition Education at Staff Development Training Nutrition Education for Parents - Monroe Elementary Nutrition Education for Students - John Rex Middle School Nutrition Education Project 31 - Breast Cancer Online Support Group Nutrition Presentation - City of Edmond Nutrition Presentation - First Church Bethany Nutrition Presentation - Pete White Health and Wellness Center Nutrition Presentation for HLC - MAPS3 (Rockwell) Nutrition Presentation for HLC - Rockwell Nutrition Presentation for Metro YMCA Staff Nutrition Presentation for Parkinsons Support Nutrition Presentation for Seniors - INTEGRIS Southwest Nutrition Presentation for Statewide Librarian Conference Nutrition Program - Brookline Nutrition Program "Heart Smart Eating" Nutrition Program for Edmond Senior Center Nutrition Program for Pete White (Northcare) Nutrition Program for Seniors - Brookline OBI Blood Drives 2020 OCDDA Presentation OCU 2020 OK/TX/PAN Area Board Virtual Meeting: ACS Oklahoma Blood Institute Oklahoma County Medical Society - Dr. Toms Owens Oklahoma Family Center for Autism Oklahoma Project Woman Oklahoma School of Science & Mathematics Board Oklahoma School of Science and Mathematics Oklahoma Senior Games Oklahoma State Medical Association- Dr. Toms Owen Oklahoma State Respiratory Care Board of Directors Oklahoma State Stroke Systems Advisory Committee OKTXPAN ACS Area Board Meeting Oran Lee Speaking at Mental Health and Addiction Recovery Workgroup Orthopedic Provider Standby for Football/Basketball OSSM Foundation Board of Trustees Meeting OSSM Foundation Full Board Meeting OSSM Parents Association Reception OT and OTA 100 Student Internships Jan. 1 to June 3 OT and OTA 100 Student Internships July 1 to Dec. 3 OT and OTA 200 Student Internships Jan. 1 to June 3 OT and OTA 200 Student Internships July 1 to Dec. 3 Ottawa Community Health Series Ottawa County Community Health Series Ottawa County Farmers Market Board Meeting OU MHA Advisory Board Breakfast Meeting OUHSC Medical Student Course 19-20 Physical Therapy Community Hours Physical Therapy Students Positive Directions Mentoring Program FY 2019-20 Pre- and Post-conference rooms for Clinical Nursing Pregnancy Talks at Jay Public Schools Prenatal Classes Professional Staff Education, Sports Nutrition Project 31 Project 31 Breast Cancer Support Group Project 31 Cancer Support Group Christmas Party Project Search 2020 Conference Rooms PT 100 Student Internships Jan. 1 to June 30, 2020 PT 100 Student Internships July 1 to Dec. 31, 2019 PT 200 Student Internships - Jan. 1 to June 30, 2020 PT 200 Student Internships - July 1 to Dec. 31, 2019 Public Health Institute of Oklahoma Quapaw Head Start Physicals Radiation Therapy Student Hours Radiology Students Real Men Wear Pink ACS Making Strides Fundraiser Real Men Wear Pink Fundraiser Real Men Wear Pink Taco Lunch - Dr. Hassan REC Days Redlands 2020 Relay for Life Walk and Dinner Auction Resource Room Rose State Adult Floor Respiratory Clinicals Rose State Fall Pulmonary Diagnostics Clinicals Rose State Pulmonary Diagnostics Clinicals RT 200 Student Internships - July 1 to Dec. 31, 2019 GENERAL STATEMENT 5 PART III, LINE 4A: COMMUNITY BENEFIT REPORT CONTINUED Savannah Station Board of Directors 2020 School Garden Education - Adams Elementary Senior Life Nutrition Program - INTEGRIS Southwest Senior Life Wellness Budget FY 2019-20 SHA Community Clinic SLP 100 Student Internships July 1 to Dec. 31, 2019 SLP 200 Student Internships - Jan. 1 to June 30, 2020 SLP 200 Student Internships - July 1 to Dec. 31, 2019 Souper Bowl Saturday Speaker at First Presbyterian Speech Pathology Students Spinal Cord Injury Support Group Sponsor OSSMs 2020 Quantum Experience Spotlight on Stretching Stanley Hupfeld Academy 4th Grade Baking Classes Stanley Hupfeld Academy Annual Health and Science Fair Stanley Hupfeld Academy Support FY 2019-20 Stephen Grigar 2020 Stitching For Sanity Successful Breastfeeding July 1, 2019 to Feb. 15, 2020 Summer (June) Respiratory Clinicals - Rose State Survivors of Suicide Support Group SWOSU 2020 Tenaciously Teal Sponsorship Teresa Gray: CART House TFCU Health Fair The Care Giver Soul The Foundation for OKCPS UCO Community and Public Health Internships INTEGRIS Cancer Institute UMICORE Health Fair (Safety Day) Under the Surface Understanding the Changes in Medicine United Way Chili Cook-Off United Way Donation United Way of Canadian County Variety Care Vascular Screenings free of charge to qualifying population Walk For Life Wellness Where You Are - Edmond Wellness Where You Are - Yukon Wellness Wise Guys Clinic Workers Comp Lunch and Learn YMCA YMCA Annual Campaign YMCA Board of Directors YMCA Meeting Yoga Healing through Movement / Safer At Home Yoga Yoga in Your Chair Yoga Nidra Experience Youth and Family Services Youth Experiencing Success Luncheon 2020 Yukon Community Screenings Yukon Public School Health Fair Yukon Rotary 2020 YWCA YWCA Purses with Purpose Annual Sponsorship GENERAL STATEMENT 6 PART V: QUESTION 1A AND 2A PART V: QUESTION 1A - INTEGRIS HEALTH, INC., AS THE PARENT ENTITY OF THE INTEGRIS HEALTH SYSTEM, PAYS ALL VENDORS FOR SERVICES PROVIDED TO ALL ENTITIES WITHIN THE SYSTEM. ACCORDINGLY, COMPENSATION PAID TO INDEPENDENT CONTRACTORS IS REPORTED ON THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS OF INTEGRIS HEALTH, INC., EIN 73-1192764. EXPENSES ARE ALLOCATED TO AND REIMBURSED BY INDIVIDUAL ENTITIES WITHIN THE SYSTEM, AND REPORTED ON THEIR RESPECTIVE FORMS 990, PART VII, SECTION B AND PART IX, AS APPROPRIATE. PART V: QUESTION 2A - THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7, WERE ALL REPORTED ON THE FORM 941 EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF INTEGRIS HEALTH, INC.,EIN 73-1192764. THESE SALARIES WERE REIMBURSED TO INTEGRIS HEALTH, INC. AND WERE INCLUDED IN THE NUMBER OF EMPLOYEES ON INTEGRIS HEALTH, INC.'S FORM W-3. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF FULL TIME EMPLOYEES, AS DETERMINED BY FTE HOURS WORKED, FOR THE FILING ORGANIZATION DURING THE 2019 TAX YEAR. GENERAL STATEMENT 7 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 2 THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE FOLLOWING OFFICERS AND DIRECTORS OF THE FILING ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BY VIRTUE OF THEIR POSITIONS AS OFFICERS, DIRECTORS, OR EMPLOYEES OF RELATED ENTITIES WITHIN THE SYSTEM: PHILIP MOSCA, M.D. CHRIS HAMMES DOUGLAS M. SMITH GENERAL STATEMENT 8 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTIONS 6, 7A AND 7B - INTEGRIS HEALTH, INC. IS THE SOLE MEMBER OF INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORPORATION. AS SUCH IT HAS THE POWER (1) TO CONFIRM OR DENY THE ELECTION OF EACH MEMBER OF THE BOARD OF DIRECTORS, (2) TO APPROVE OR DISAPPROVE ANY ACTION TAKEN BY THE BOARD OF DIRECTORS AMENDING, ALTERING, CHANGING OR REPEALING THE BYLAWS, (3) TO VOTE ON ALL MATTERS WHERE THE AUTHORIZATION OR APPROVAL OF THE SOLE MEMBER IS REQUIRED BY THE CERTIFICATE OF INCORPORATION, THE BYLAWS OR STATE LAW AND (4) TO SET THE FEES AND COMPENSATION, IF ANY, FOR DIRECTORS AND MEMBERS OF THE COMMITTEES OF THE ORGANIZATION AND TO AUTHORIZE REIMBURSEMENT FOR EXPENSES. GENERAL STATEMENT 9 PART VI: SECTION B. POLICIES PART VI: QUESTION 11B - THE ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE SYSTEM HAS A SINGLE AUDIT COMPLIANCE COMMITTEE WHICH OVERSEES THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AS WELL AS THE FILING OF FEDERAL AND STATE TAX FORMS. THE SYSTEM ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. A DRAFT FORM 990 IS PROVIDED TO THE SYSTEM VICE PRESIDENT, FINANCE FOR REVIEW. A FINAL FORM 990 IS GIVEN TO THE SYSTEM CHIEF FINANCIAL OFFICER FOR REVIEW, APPROVAL, AND SIGNATURE. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S BOARD OF DIRECTORS, AS WELL AS TO THE SYSTEM'S AUDIT/COMPLIANCE COMMITTEE, FOR REVIEW PRIOR TO FILING THE RETURN. GENERAL STATEMENT 10 PART VI: SECTION B. POLICIES PART VI: QUESTION 12C - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). CONFLICT OF INTEREST IS ADDRESSED IN THE INTEGRIS CODE OF CONDUCT. ALL SYSTEM EMPLOYEES RECEIVE TRAINING DURING NEW EMPLOYEE ORIENTATION AND ARE INSTRUCTED TO REPORT ANY POSSIBLE CONFLICTS, TO REFER ANY CONFLICT OF INTEREST QUESTIONS TO THE SYSTEM'S COMPLIANCE OFFICER OR THROUGH THE ANONYMOUS INTEGRITY LINE. ALL NEW MANAGERS RECEIVE ADDITIONAL TRAINING ON CONFLICT OF INTEREST POLICES DURING LEADERSHIP TRAINING. LEGAL SERVICES REVIEWS ALL CONTRACTS FOR CONFLICTS OF INTEREST. INTERNAL AUDIT CONDUCTS AUDITS FOR POSSIBLE CONFLICTS OF INTEREST BASED ON THEIR ANNUAL RISK ASSESSMENT. CORPORATE COMPLIANCE INCLUDES ASSESSMENTS FOR CONFLICTS OF INTEREST IN ITS ANNUAL WORK PLAN AND CONDUCTS SPECIALIZED TRAINING FOR HIGH RISK AREAS. THE GOVERNANCE COMMITTEE, A COMMITTEE OF THE INTEGRIS HEALTH BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS, REVIEWS AND APPROVES ANY AND ALL PROPOSED BUSINESS TRANSACTIONS BETWEEN ANY ENTITY OF INTEGRIS AND A DISQUALIFIED PERSON. GENERAL STATEMENT 11 PART VI: SECTION B. POLICIES PART VI: QUESTION 15A AND 15B - THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). COMPENSATION FOR THE CEO, MANAGING DIRECTORS AND VICE PRESIDENTS IS ANALYZED BY AN INDEPENDENT HEALTH CARE CONSULTING FIRM. THE ANALYSIS INCLUDES A FAIR MARKET VALUE ASSESSMENT AND ESTABLISHMENT OF A RANGE FOR EACH POSITION BASED ON RESEARCH OF COMPARABLE HEALTH CARE SYSTEMS OF SIMILAR SIZE. THE REPORT AND RECOMMENDED COMPENSATION LEVELS FOR EACH EXECUTIVE MANAGEMENT POSITION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE INTEGRIS HEALTH BOARD OF DIRECTORS AND ULTIMATELY THE FULL BOARD OF DIRECTORS. THE MINUTES OF BOTH THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS REFLECTS A REVIEW OF THE COMPARABILITY DATA, THE EXECUTIVE PERFORMANCE REVIEWS AND THE DECISION-MAKING PROCESS. GENERAL STATEMENT 12 PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HOWEVER, THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE INCLUDED IN THE CONSOLIDATED FINANCIALS FOR INTEGRIS HEALTH, INC., A RELATED CORPORATION. THESE CONSOLIDATED FINANCIALS ARE DISCLOSED FOR BOND COMPLIANCE PURPOSES USING DIGITAL ASSURANCE CERTIFICATION. INTEGRIS AMBULATORY CARE CORPORATION 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731192765 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS HOSPICE INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731369586 HEALTH CARE OK 501(C)(3) LINE 10 IH false INTEGRIS BAPTIST MEDICAL CENTER INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731034824 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS RURAL HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731444504 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731192764 HEALTH CARE OK 501(C)(3) LINE 12-I NA false INTEGRIS HEALTH FOUNDATION INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731047338 FUNDRAISING OK 501(C)(3) LINE 7 IH false WESTERN VILLAGE ACADEMY INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731588764 SCHOOL OK 501(C)(3) LINE 2 IACC false INTEGRIS HEALTH EDMOND INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 451027361 HEALTH CARE OK 501(C)(3) LINE 3 IH false INTEGRIS MENTAL HEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 730738716 HEALTH CARE OK 501(C)(3) LINE 3 IH false BMPA LTD 73-1228665 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MED. OFFICE BLDG. OK NA N/A QC-III 20-8723857 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK NA N/A DIAGNOSTIC LAB 73-1560760 LYNDHURST NJ 07071 LYNDHURST NJ 07071 CLINICAL LAB NJ NA N/A MPI CENTER 73-1283942 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK NA N/A HILLCRESTINTEGRIS HEALTH LLC OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 DORMANT OK NA N/A LAKESIDE 73-1493662 OKLAHOMA CITY OK 73112 OKLAHOMA CITY OK 73112 MEDICAL OK NA N/A 5300 GRAND 73-1306794 FRANKLIN TN 37067 FRANKLIN TN 37067 REAL ESTATE TN NA N/A INTEGRISUSP HLTH 35-2632292 ADDISON TX 75001 ADDISON TX 75001 MEDICAL SERVICES TX NA N/A INTEGRIS EMER HOSP 90-1215089 THE WOODLANDS TX 77381 THE WOODLANDS TX 77381 HEALTH CARE TX NA N/A INTEGRIS PROHEALTH INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731046179 RETAIL PHARMACY OK NA C Corp false THE STANLEY F HUPFELD REMAIN TRUST 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 266238051 FINANCIAL OK NA Trust false QUALITY ALLIANCE ASSURANCE CO PO BOX 10027 KYI-1001 GRAND CAYMAN CJ 981060671 INSURANCE CJ NA C Corp false BAPTIST HEALTH SYSTEM INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 731477468 DORMANT OK NA C Corp false ONE CARE INC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 DORMANT OK NA C Corp false VADOVATIONS 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 270821922 HEALTH CARE OK NA C Corp false INTEGRIS HEALTH PARTNERS LLC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 453482852 HEALTH CARE OK NA C Corp false INTEGRIS CARDIOVASCULAR PHYSICIANS LLC 5300 N INDEPENDENCE AVE STE 130 OKLA CITY OK 73112 452867352 HEALTH CARE OK NA C Corp false false true true false false false false false true true true true false false true true false true