2021-11-05T18:07:42-05:00 2020-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2020-01-01 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 2021-11-05 true Ron Beamon 999009999 Brittney Kocaj P01320603 9542028600 2020 2022-09-23 18:48:47Z Glenn Waters 3003 W Dr Martin Luther King Blvd Tampa FL 33607 1363694251 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 19 7993 829 2906613 0 8400728 60890740 1349493472 1284993312 -23465 17000 16121541 17793199 1373992276 1363694251 6000 1804623 0 451705884 461501420 0 0 706093458 720325740 1157805342 1183631783 216186934 180062468 2147893434 2403237230 75638295 153143893 2072255139 2250093337 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 944557225 1804623 1296582096 St. Joseph's hospital, inc. (SJH) is a full-service 1,385-bed community hospital. During 2020, SJH Provided inpatient care to 46,771 Patients, treated 193,458 patients in the emergency department, and delivered 6,530 babies. Through efforts of the medical assistance program and the hospital's charity care program, SJH saw a net community benefit expense of over $152 million. The hospital also provided other community Services totaling nearly $15.5 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. 944557225 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 true true false false true X 0 0 7993 true true true false false false false false false false false false false false X 21 19 false false false false true true true true true false false true true true true true true false false true true FL X JANICE POLO 7278208021 2985 Drew Street Clearwater FL 33759 GLENN WATERS TRUSTEE/EVP, COO BAYCARE 1.0 64.0 X X 0 1922051 65058 RALPH GARCIA TRUSTEE/VICE CHAIR/SECRETARY/TREASURER 1.0 2.0 X X 0 0 0 TRACY HALME TRUSTEE/CHAIR 1.0 3.0 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 CR HALL TRUSTEE Until June 2020 1.0 2.0 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 DOUGLAS MCFADDEN TRUSTEE 1.0 2.0 X 0 33194 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/IMMEDIATE PAST CHAIR 1.0 4.0 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 SEAN BUTLER TRUSTEE 1.0 2.0 X 0 0 0 STEPHEN MENDOZA TRUSTEE 1.0 2.0 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 547066 100109 KIMBERLY GUY PRES SJH/SVP MARKET LEADER HILLSB 1.0 47.0 X 0 811756 76026 PAULA MCGUINESS PRES ST JOSEPH'S HOSP NORTH 1.0 45.0 X 0 403294 79927 PHILIP MINDEN PRES ST JOSEPH'S HOSP SOUTH 1.0 45.0 X 0 400034 80942 SARAH NAUMOWICH PRESIDENT MP NORTH BAY/SJWH & SJCH 1.0 45.0 X 0 356967 92006 THOMAS GARTHWAITE PRESIDENT SJH NORTH 25.0 20.0 X 43709 225480 56385 JIMMY BAUMGARTNER DIRECTOR OPERATIONS - SJCH & SJWH 45.0 0 X 213556 0 25976 LISSA HAYS DIRECTOR EMERGENCY/TRAUMA SERVICES 45.0 0 X 210380 0 35919 LYDIA BOUTROS CLINICAL PHARMACIST 45.0 0 X 243855 0 17708 MARY ROBINSON DIRECTOR SURGICAL SERVICES - SJH 45.0 0 X 231816 0 37143 MICHAEL HANCE DIR OPERATIONS ST JOSEPH'S HOSP SOUTH 45.0 0 X 236367 0 28892 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0.0 52.0 X 0 705965 53264 JOANNE MAYERS FORMER KEY/VP, PATIENT SVCS/CNO - EAST 0.0 45.0 X 0 372862 80250 LORRAINE SARGENT FORMER KEY/DIRECTOR IMAGING EAST REGION 0.0 45.0 X 0 217775 19572 MATTHEW NOVAK FORMER PRES SJH SOUTH 0.0 50.0 X 0 432492 94796 MICHAEL SMITH FORMER PRES SJH SOUTH 0.0 45.0 X 0 559386 85563 1179683 6988322 1029536 411 true true false ROBINS & MORTON GROUP 400 SHADES CREEK PKWY BIRMINGHAM AL 35209 construction services 32747206 BARTON MALOW COMPANY 26500 AMERICAN DR SOUTHFIELD MI 48034 construction services 26333140 CHILDRENS HOSPITAL PITTSBURGH 4401 PENN AVE ATTN GREG KEEGAN 5TH FLR AOB PITTSBURGH PA 15224 physician services 7677865 WEHR CONSTRUCTORS INC 4425 N LOIS AVE TAMPA FL 33614 construction services 6762196 BAY LINEN INC 11525 47TH ST N CLEARWATER FL 33762 laundry services 5660982 174 2468999 56336327 2085414 60890740 HOSPITAL PATIENT CARE 622110 808406411 805668636 2737775 MEDICARE/MEDICAID PMNT 622110 476269778 476269778 RENTAL INCOME FROM AFFILIATES 531190 317123 317123 0 0 0 0 1284993312 204328 204328 0 204328 204328 17000 0 17000 17000 17000 OTHER HEALTH SVCS REVENUE 621990 11757622 11588784 168838 CAFETERIA 722514 5831249 5831249 0 0 0 0 17588871 1363694251 1293844321 2906613 6052577 1804623 1804623 43709 43709 92179 92179 386156221 382221018 3935203 15920905 15758660 162245 31955636 31629986 325650 27332770 27044166 288604 56274 56274 1851 1851 42009 42009 68402921 67934854 468067 0 600574 600574 15199300 6745185 8454115 2125905 1209283 916622 18340377 15698355 2642022 1942656 1719136 223520 15814027 15814027 68589532 67915575 673957 16701540 16701540 MEDICAL SUPPLIES 230037679 230037679 MANAGEMENT FEES 176150634 176150634 PHYSICIAN FEES 46282620 4695031 41587589 BAD DEBT EXPENSE 918041 918041 59119800 55975304 3144496 0 1183631783 944557225 239074558 0 22085 16825 134387255 139665442 0 0 0 0 982023 1257875 29565101 31911307 5888669 6201962 1752219602 915230990 784558051 836988612 0 0 5324850 5545504 1187165400 1381649703 2147893434 2403237230 70900384 90612111 208191 171572 0 0 3513067 3480665 1016653 58879545 75638295 153143893 X 2072255139 2248294635 1798702 2072255139 2250093337 2147893434 2403237230 X 180062468 -2224270 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1900 false true 42009 43909 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Lines 1b, 1g, 1i. Lobbying activities performed by employees concerning healthcare issues. Line 1i. - Dues were paid to American Health Information Management Association, Greater Tampa Chamber of Commerce, Florida Society of Health System Pharmacists, American College of Cardiology, American Association of Cardiovascular and Pulmonary Rehabilitation, American Academy of Sleep Medicine, American Nurses Credentialing Center, American Hospital Association, American Society of Health System Pharmacists, Florida Medical Association, Greater Tampa Chamber of Commerce, National Association of Children's Hospital, 340B Health, American Association of Healthcare Administration Management, and American College of Surgeons. These associations use a portion of their respective dues to conduct lobbying activities. 6037223 6037223 1216916792 515856566 701060226 1312923 1017451 295472 505221238 398263707 106957531 22731426 93266 22638160 836988612 DEPOSITS PPD PHYSICIAN RECRUITMENT Est Third Party Settlements DUE FROM AFFILIATES Due From Affiliates 1381405954 Deposits 243749 1381649703 PENSION OBLIGATION SERP LIABILITY ASSET RETIREMENT OBLIGATION Medicare Advance Payments 39937257 Estimated Third Party Settlement 18632303 Serp Liability 241910 Asset Retirement Obligation 68075 58879545 X 1353772912 0 0 1353772912 9921339 9921339 1363694251 1176179443 0 0 1176179443 7452340 7452340 1183631783 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, 2020. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements GRANTS - 6851731 CONTRIBUTIONS RECORDED IN NET ASSETS - 2468999 G/L ON SALE OF ASSETS - 33109 IC EXPENSE REDISTRIBUTED - 567500 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GRANTS - 6851731 GAIN ON SALE OF ASSETS - 33109 IC EXPENSE REDISTRIBUTED - 567500 true true X true X 250 false true true true false true true 32060514 15739700 16320814 0.0138 239334999 111192199 128142800 0.1083 12621628 5035675 7585953 0.0064 0 0 284017141 131967574 152049567 0.1286 4890048 4890048 0.0041 2341650 2341650 0.0020 5993853 5993853 0.0051 197165 197165 0.0002 2066034 2066034 0.0017 0 0 15488750 0 15488750 0.0131 0 0 299505891 131967574 167538317 0.1417 0 0.0 0 0.0 17666 17666 0.0000 33580 33580 0.0000 0 0.0 0 0.0 0 0.0 380 380 0.0000 0 0.0 0 0 51626 0 51626 0.0000 true 918041 371465 152428852 168489764 -16060912 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 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 ALSO 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 TAMPA CARE CLINIC 4600 NORTH HABANA AVE SUITE 15 TAMPA FL 33614 OUTPATIENT CLINIC (HIV CLINIC) SJH CHILDREN'S SPECIALTY CENTER-N TAMPA 15045 BRUCE B DOWNS BLVD TAMPA FL 33647 OUTPATIENT REHABILITATION FOR CHILDREN AND ADOLESCENTS SJH CHILDREN'S SPECIALTY CENTER-BRANDON 10817 BLOOMINGDALE AVE RIVERVIEW FL 33578 OUTPATIENT REHABILITATION FOR CHILDREN AND ADOLESCENTS SJH PHYSICAL THERAPY & SPORTS REHABILITATION 310 S MACDILL AVE TAMPA FL 33609 OUTPATIENT REHABILITATION SJH BEHAVIORAL HEALTH CENTER 4918 N HABANA AVE TAMPA FL 33614 IP PSYCH UNIT SJH CHILDREN'S SPECIALTY CENTER-MEASE 3253 N MCMULLEN BOOTH RD SUITE 100 CLEARWATER FL 33761 OUTPATIENT REHABILITATION SERVICES FOR CHILDREN AND ADOLESCENTS ST JOSEPH PINELLAS CARE CLINIC 3050 1ST AVE SOUTH ST PETERSBURG FL 33713 OUTPATIENT CLINIC ST JOSEPH'S OUTPATIENT REHABILITATION CENTER 3003 W DR MLK JR BLVD 2ND FLOOR TAMPA FL 33607 OUTPATIENT REHABILITATION ST JOSEPH'S SLEEP DISORDER CENTER 3001 W DR MLK JR BLVD TAMPA FL 33607 SLEEP LAB ST JOSEPH'S OUTPATIENT INFUSION CENTER 3003 W DR MLK JR BLVD TAMPA FL 33607 INFUSION CENTER ST JOSEPH'S WOUND CARE 3003 W DR MLK JR BLVD TAMPA FL 33607 URGENT CARE 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 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 THIRD CONSECUTIVE YEAR. IT WAS THE FOURTH TIME OVERALL THAT THE HOSPITAL RECEIVED THIS PRESTIGIOUS HONOR. ST. JOSEPH'S HOSPITAL-NORTH *SELECTED AS A TOP 100 HOSPITAL BY WATSON HEALTH FOR THE THIRD CONSECUTIVE YEAR. IT WAS THE FOURTH TIME OVERALL THAT THE HOSPITAL RECEIVED THIS PRESTIGIOUS HONOR. *EARNED THE FLORIDA STROKE REGISTRY'S CERTIFICATE OF ACHIEVEMENT FOR ITS ABILITY TO RAPIDLY DETERMINE THE SEVERITY AND POSSIBLE LOCATION OF A STROKE. THE STROKE REGISTRY ALSO NOTIFIED THE HOSPITAL THAT IT RANKED AS THE BEST AMONG 121 FLORIDA STROKE REGISTRY HOSPITALS THAT SUBMITTED "MOST COMPLETENESS" DATA. *EARNED PRIMARY STROKE CENTER CERTIFICATION BY DNV GL HEALTHCARE, A PRESTIGIOUS INTERNATIONAL ACCREDITING BODY THAT EMPHASIZES CLINICAL BEST PRACTICES AND A DISCIPLINED MANAGEMENT SYSTEM. *EARNED THE "GOLD" DESIGNATION AND THE AMERICAN HEART ASSOCIATION'S MISSION: LIFELINE STEMI RECEIVING AWARD FOR MEETING AND EXCEEDING SPECIFIC STANDARDS OF PERFORMANCE FOR QUICK AND APPROPRIATE TREATMENT OF PATIENTS SUFFERING HEART ATTACKS. ST. JOSEPH'S HOSPITAL-SOUTH *SELECTED AS A TOP 100 HOSPITAL BY WATSON HEALTH FOR THE THIRD CONSECUTIVE YEAR. IT WAS THE FOURTH TIME OVERALL THAT THE HOSPITAL RECEIVED THIS PRESTIGIOUS HONOR. *EARNED PRIMARY STROKE CERTIFICATION BY DNV GL HEALTHCARE, A PRESTIGIOUS INTERNATIONAL ACCREDITING BODY THAT EMPHASIZES CLINICAL BEST PRACTICES AND A DISCIPLINED MANAGEMENT SYSTEM. *NAMED 2020 BUSINESS OF THE YEAR BY THE GREATER RIVERVIEW CHAMBER OF COMMERCE FOR BUSINESSES WITH MORE THAN 25 EMPLOYEES. BAYCARE RECOGNITION INCLUDES: *BAYCARE WAS NAMED ONE OF THE BEST COMPANIES TO WORK FOR IN THE COUNTRY BY GREAT PLACE TO WORK AND FORTUNE FOR THE THIRD YEAR IN A ROW. IN 2020, WE RANKED 37 OUT OF 100 COMPANIES. BAYCARE WAS ALSO NAMED: *FORTUNE BEST WORKPLACES IN HEALTH CARE AND BIOPHARMA 2020 *FORTUNE BEST WORKPLACES FOR MILLENNIALS 2020 *FORTUNE BEST WORKPLACES FOR WOMEN 2020 *GREAT PLACE TO WORK'S BEST WORKPLACES FOR PARENTS 2020 *BAYCARE WAS ALSO NAMED BY THE REGIONAL NEWSPAPER, TAMPA BAY TIMES, AS A TOP WORKPLACE. WE RANKED 17 OUT OF 25 LARGE COMPANIES, MAKING IT THE SIXTH YEAR IN A ROW ON THIS RESPECTED LOCAL LIST. *FOR THE SECOND YEAR IN A ROW, IBM WATSON HEALTH LISTED BAYCARE IN THE TOP 20% OF LARGE HEALTH SYSTEMS IN THE COUNTRY. *IN SEPTEMBER 2020, BAYCARE MADE THE PEOPLE 2020 COMPANIES THAT CARE LIST. THIS LIST RECOGNIZED COMPANIES THAT SUPPORTED TEAM MEMBERS AND THE COMMUNITY DURING THE COVID-19 PANDEMIC. *IN LATE 2020, BAYCARE WAS GRANTED INITIAL ACCREDITATION BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) AS A SPONSORING INSTITUTION OF GRADUATE MEDICAL EDUCATION. RESPONDING TO NEEDS: THE COVID-19 PANDEMIC HAS REAFFIRMED THE GREAT PRIVILEGE AND RESPONSIBILITY BAYCARE HAS AS WEST CENTRAL FLORIDA'S LARGEST COMMUNITY-OWNED, NOT-FOR-PROFIT HEALTH SYSTEM. THE DISRUPTIONS TO THE HEALTH CARE INDUSTRY WERE IMMEDIATE AND ACUTE. ONE OF THE MOST IMMEDIATE WAS THE COLLAPSE OF SUPPLY LINES FOR PERSONAL PROTECTIVE EQUIPMENT (PPE). WHILE U.S. HEALTH CARE SYSTEMS SCRAMBLED TO FIND NEW SUPPLIERS, BAYCARE TEAM MEMBERS VOLUNTEERED TO MAKE MASKS AND FACE SHIELDS BY HAND IN A LARGE SEWING ROOM SET UP AT SYSTEM HEADQUARTERS. THE PANDEMIC PUSHED HEALTH CARE SYSTEMS INTO AN ARENA PREVIOUSLY OCCUPIED PRIMARILY BY GOVERNMENT AND LOCAL HEALTH DEPARTMENTS: PUBLIC HEALTH. BAYCARE STOOD UP SOME OF THE FIRST DRIVE-THROUGH TESTING FACILITIES IN THE REGION, CREATED WEBBASED SYMPTOM CHECKERS AND CALL CENTERS SO PEOPLE COULD ASK QUESTIONS ABOUT THE VIRUS, LAUNCHED VACCINE CLINICS, AND ADVISED SCHOOLS AND BUSINESSES ABOUT HOW TO SAFELY REOPEN. ST. JOSEPH'S HOSPITALS ARE COMMITTED TO PROVIDING FINANCIAL AND OTHER SUPPORT TO NOT-FORPROFIT ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY. IN 2020, ST. JOSEPH'S HOSPITALS PROVIDED FUNDING TO COMMUNITY-BASED ORGANIZATIONS INCLUDING: *GRACEPOINT - IN 2020, ST. JOSEPH'S HOSPITAL AND SOUTH FLORIDA BAPTIST HOSPITAL AWARDED GRACEPOINT $37,500 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- $90,000 TO FUND AN ADVANCED REGISTERED NURSE PRACTITIONER (ARNP) AT JUDEO CHRISTIAN CLINIC TO PROVIDE ACCESS TO HEALTHCARE TO MEDICALLY INDIGENT RESIDENTS OF THE TAMPA BAY AREA. *NORTHSIDE BEHAVIORAL HEALTH - IN 2020, 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 2020 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 $125,000 TO THE SALVATION ARMY TO PROVIDE EMERGENCY SHELTER SERVICES INCLUDING 3 MEALS A DAY FOR 30 NIGHTS TO THE HOMELESS TO ENSURE ACCESS TO A SAFE, SUPPORTIVE ENVIRONMENT FOR SUBSTANCE MISUSE PATIENTS. *TAMPA BAY THRIVES - IN RESPONSE TO ADDRESSING MENTAL HEALTH AND SUBSTANCE USE ISSUES ACROSS THE REGION, ST. JOSEPH'S HOSPITALS PROVIDED OVER $960,000 TO SUPPORT THE WORK OF TAMPA BAY THRIVES IN 2020. THE AREAS OF FOCUS FOR TAMPA BAY THRIVES INCLUDE: *NAVIGATION: 24/7 PHONE ACCESS TO BEHAVIORAL HEALTH NAVIGATION STAFFED BY MENTAL HEALTH PROFESSIONALS WHO WILL ASSESS NEEDS AND DIRECT PEOPLE TO GET THE RIGHT HELP. *ACCESS: VIRTUAL SHORT-TERM COUNSELING WITH LICENSED MENTAL HEALTH PROFESSIONALS FOR THOSE WHO NEED IMMEDIATE ATTENTION AS THEY WAIT FOR FUTURE APPOINTMENTS WITH LOCAL PROVIDERS. *AWARENESS: REMOVING THE STIGMA OF SEEKING MENTAL HEALTH TREATMENT SO THOSE IN NEED FEEL AS COMFORTABLE SEEKING TREATMENT AS THEY WOULD FOR PHYSICAL HEALTH CONCERNS. IN 2020 ACROSS BAYCARE, OUR FINANCIAL ASSISTANCE TEAM MEMBERS WORKED HARD TO OVERCOME THE CHALLENGES THE COVID PANDEMIC PRESENTED. DESPITE LOWER VOLUMES IN ALL OF OUR FACILITIES, OUR TEAM COMPLETED APPROXIMATELY 35,000 APPLICATIONS FOR OUR UNINSURED PATIENTS AND ASSISTED APPROXIMATELY 56,000 INDIVIDUALS, 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 2020, THE PROGRAM PROVIDED 9,792 RIDES TO DISCHARGED PATIENTS. IN 2020, ST. JOSEPH'S HOSPITALS COORDINATION TEAMS PROVIDED APPROXIMATELY $500,000 IN SERVICES. 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 2020, the BayCare's Wellness and Safety Center educated more than 76,741 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 2020, the Mobile Medical Clinic provided services to 2,200 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 owned by 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 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. In 2020, BayCare launched the Gun Shop Project to address the local suicide crisis. Research we participated in from 2018 showed that suicide rates were higher than the national average in much of the Tampa Bay region and that guns were used in about 50% of those suicide deaths. The goal of the program is to work with local firearms retailers, ranges and others to increase community awareness of risk factors for suicide and how to find help. In 2020, St. Joseph's Hospitals and South Florida Baptist Hospital provided Mental Health First Aid trainings to staff, caregivers and volunteers from the Boys and Girls Club of Tampa Bay to enhance early recognition and intervention of individuals in crisis and connect those in need to community resources. BayCare's Community Health team develops community partnerships with area agencies, creating collaborative efforts that bring health services directly into area neighborhoods. As a result, Community Health participated in 416 events and programs in 2020 and was able to promote better health to more than 2,600 people. In 2018, BayCare launched the Healthy Living Coach program with 6 free clinics/federally qualified health centers located in high-risk neighborhoods within the region. Through the program, BayCare continues to provide funding support for 6 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 Hospitals 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 2020 across BayCare, our Faith Community Nursing team of 320 nurses and 69 community health promoters had direct contact with 57,317 faith community members, provided 2,564 referrals and volunteered more than 48,000 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 2020, 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. THIS SUCCESSFUL PROJECT IS THE FIRST OF ITS KIND REGIONALLY AND WILL BE EXPANDED ON IN 2021. *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 16 SCHOOLS IN HILLSBOROUGH, PINELLAS, PASCO AND POLK COUNTIES TO PROVIDE STUDENTS AND THEIR FAMILIES FOOD THROUGH THE FEEDING MINDS SCHOOL PANTRY PROGRAM. IN 2020, ST. JOSEPH'S HOSPITALS PROVIDED $125,000 TO LAUNCH THIS INITIATIVE IN LOCAL SCHOOLS. 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 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 2020, BAYCARE WORKED ALONGSIDE OTHER LOCAL NOT-FOR-PROFIT HOSPITALS AND COUNTY DEPARTMENTS OF HEALTH TO DEVELOP 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, AS A RESPONSE TO THE COVID -19 PANDEMIC, THE COLLABORATIVE CONDUCTED A KEY INFORMANT SURVEY WITHIN COUNTIES SERVED TO GATHER FEEDBACK ON POTENTIAL CHANGES IN COMMUNITY HEALTH NEEDS. RESULTS OF THE SURVEY WERE USED TO UPDATE IMPLEMENTATION PLANS TO ACCOMMODATE NEWLY IDENTIFIED OR MORE ACUTE COMMUNITY NEED. VOLUNTEER ACTIVITIES: IN 2020, 540 VOLUNTEERS CONTRIBUTED 36,925 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, 658 DONORS CONTRIBUTED $30,416 IN FUNDS TO PROVIDE FOOD TO THOSE IN NEED ACROSS THE REGION. IN ADDITION, 22 DONORS SIGNED UP FOR MONTHLY RECURRING DONATIONS FOR ONGOING SUPPORT. *PARTNERING WITH ONEBLOOD TO HOST TEAM MEMBER BLOOD DRIVES AT BAYCARE HOSPITALS IN PASCO, PINELLAS AND HILLSBOROUGH COUNTIES. *HOLDING THE ANNUAL TEAM MEMBER GIVING CAMPAIGN. ACROSS THE SYSTEM, TEAM MEMBERS DONATED $818,528 TO BAYCARE HOSPITAL FOUNDATIONS 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 918041 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 DISADVANTAGED - RECYCLING COSTS FOR DISPOSABLE ITEMS - TEAM MEMBER TIME DEDICATED TO WORKING WITH HEALTH CARE OBSERVERS, INTERESTED IN PURSUING A CAREER IN THE MEDICAL FIELD Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS REPORTED AS TOTAL BAD DEBT FOR THE FACILITY. THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE IS CALCULATED AS A CHARGE RATIO, DERIVED FROM DATA SAMPLING. THE RESULTING CHARGE RATIO IS THEN APPLIED TO TOTAL BAD DEBT ACCOUNTS OF THE ORGANIZATION, WHICH CALCULATES THE BAD DEBT ATTRIBUTABLE TO FINANCIAL ASSISTANCE. THE STATE OF FLORIDA REQUIRES THE PATIENT TO PROVIDE CERTAIN DOCUMENTATION IN ORDER TO QUALIFY FOR FINANCIAL ASSISTANCE. IN CASES WHERE THE PATIENT HAS NOT RESPONDED TO HOSPITAL REQUESTS OR BILLING STATEMENT ALERTS, THOSE ACCOUNTS ARE PROCESSED AS BAD DEBT, IF UNPAID. Schedule H, Part III, Line 3 Bad Debt Expense Methodology SEE NARRATIVE TO PART III, LINE 2. 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. THE FOLLOWING TABLE RECONCILES THE SURPLUS OR SHORTFALL FROM LINE 7 TO THE ACTUAL SURPLUS OR SHORTFALL. THE ADDITIONAL COSTS WERE ALLOCATED TO MEDICARE BASED UPON MEDICARE'S PERCENTAGE OF TOTAL ALLOWABLE COSTS. THE UNPAID COINSURANCE/DEDUCTIBLES WERE ESTIMATED USING HISTORICAL COLLECTION RESULTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. LINE 7 SURPLUS OR (SHORTFALL) ($16,060,912) ADDITIONAL NON-ALLOWABLE COSTS AND UNPAID/NON-REIMBURSED COINSURANCE/DEDUCTIBLES ($27,953,736) TOTAL SURPLUS OR (SHORTFALL) ($44,014,648) 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 median household income of $64,201 in this area is $8,541 higher than the state median income and $4,502 less than the national median income. 10.0% of the households have annual household income below $15,000 per year. The population served is predominantly Caucasian and 88.9% are high-school graduates or higher educated. Hispanics are the second largest ethnic group representing 24.1% of the population. 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 24 acute care hospitals (16 Not-for-Profit), 4 psychiatric 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 17.6% 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 6.6% in the next 5 years. This is higher than the expected growth rate of 5.9% for Florida and 2.9% for the United States Based on Florida inpatient discharge data for the period of 10/01/19 - 9/30/20, the payer mix for the geographic area consists of 48.8% Medicare/Medicare HMO, 16.2% Medicaid/Medicaid HMO, 21.3% Commercial Insurance, 7.7% Self pay/Non-pay, and 6.0% 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 HIGHQUALITY 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 SURROUNDS THE HOSPITALS. COMMUNITY INVOLVEMENT: The majority of the Board of Trustees is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. THE 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, TALENTS AND SUPPORT. 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 all qualified physicians in its 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 $110,000 AWARDED IN 2020 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 $65,000 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 AND HILLSBOROUGH COUNTIES. THROUGH FUNDING SUPPORT, BAYCARE PROVIDED SCREENINGS TO 911 INDIVIDUALS, LIFESTYLE-CHANGE PROGRAMMING FOR 128 ADULTS (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 PERINATAL 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 PARENTCHILD 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 PATIENTCENTERED MEDICAL HOME THAT TREATS CHILDREN WITH EXTRAORDINARILY SPECIAL NEEDS. ECONOMIC IMPACT: THERE ARE 6,449 EXTRAORDINARY ST. JOSEPH'S TEAM MEMBERS AND MORE THAN 1,512 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 1,300 STUDENTS STUDIED AT ST. JOSEPH'S HOSPITALS IN 2020. RECOGNITION: INDIVIDUAL HOSPITAL ACCOMPLISHMENTS INCLUDE: ST. JOSEPH'S HOSPITAL *EARNED THE "GOLD PLUS" DESIGNATION AND THE AMERICAN HEART ASSOCIATION'S MISSION: LIFELINE STEMI RECEIVING AWARD FOR MEETING AND EXCEEDING SPECIFIC STANDARDS OF PERFORMANCE FOR QUICK AND APPROPRIATE TREATMENT OF PATIENTS SUFFERING HEART ATTACKS. *EARNED COMPREHENSIVE STROKE CENTER CERTIFICATION BY DNV GL HEALTHCARE, A PRESTIGIOUS INTERNATIONAL ACCREDITING BODY THAT EMPHASIZES CLINICAL BEST PRACTICES AND A DISCIPLINED MANAGEMENT SYSTEM. *SELECTED AS A TOP 100 HOSPITAL BY WATSON HEALTH FOR THE THIRD CONSECUTIVE YEAR. IT WAS THE FOURTH TIME OVERALL THAT THE HOSPITAL RECEIVED THIS PRESTIGIOUS HONOR. ST. JOSEPH'S HOSPITAL ALSO WAS RECOGNIZED AS THE ONLY HOSPITAL IN FLORIDA TO EARN THE "100 TOP EVEREST AWARD." *EARNED ACCREDITATION FROM THE AMERICAN COLLEGE OF SURGERY FOR ST. JOSEPH'S HOSPITAL'S CANCER INSTITUTE. *EARNED ADULT ECHOCARDIOGRAPHY REACCREDITATION AND ADDITIONAL ADULT TRANSESOPHAGEAL AND EXERCISE STRESS ECHOCARDIOGRAPHY ACCREDITATION FROM THE INTERSOCIETAL ACCREDITATION COMMISSION. *NAMED ONE OF THE NATION'S 50 TOP CARDIOVASCULAR HOSPITALS BY FORTUNE AND IBM WATSON HEALTH. 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 THIRD CONSECUTIVE YEAR. IT WAS THE FOURTH TIME OVERALL THAT THE HOSPITAL RECEIVED THIS PRESTIGIOUS HONOR. (CONTINUED) Schedule H, Part VI, Line 6 Affiliated health care system BAYCARE HEALTH SYSTEM, HEADQUARTERED IN CLEARWATER, FLORIDA, IS A 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, BEHAVIORAL HEALTH, HOME CARE AND URGENT CARE. BAYCARE'S 2020 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.) 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 $4.4 BILLION IN OPERATING REVENUE IN 2020, 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 3,805 HOSPITAL BEDS, 19 URGENT CARE CENTERS, 4 SURGERY CENTERS, 13 OUTPATIENT IMAGING FACILITIES, 162 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 28,357 TEAM MEMBERS. DURING 2020, BAYCARE PROVIDED $618.9 MILLION IN BENEFITS FOR ITS EMPLOYEES, INCLUDING MORE THAN $198.7 MILLION IN RETIREMENT, $165.6 MILLION IN HEALTH INSURANCE, $157.7 MILLION IN PAID TIME OFF AND $42.2 MILLION IN EDUCATION AND DEVELOPMENT. IN 2020, BAYCARE WAS NAMED AMONG PEOPLE COMPANIES THAT CARE BY GREAT PLACE TO WORK AND PEOPLE MAGAZINE FOR SUPPORTING TEAM MEMBERS AND THE COMMUNITY DURING THE PANDEMIC. BAYCARE ALSO RECEIVED THESE NATIONAL AND LOCAL WORKPLACE AWARDS: FORTUNE MAGAZINE'S 100 BEST COMPANIES TO WORK FOR 2020, BEST WORKPLACES IN HEALTH CARE AND BIOPHARMA 2020, BEST WORKPLACES FOR MILLENNIALS 2020, AND BEST WORKPLACES FOR WOMEN 2020; GREAT PLACE TO WORK'S BEST WORKPLACES FOR PARENTS 2020; AND FOR THE SIXTH YEAR IN A ROW, BAYCARE MADE THE TOP WORKPLACES LIST OF THE TAMPA BAY TIMES NEWSPAPER. IN 2020, BAYCARE PROVIDED $445 MILLION IN TOTAL COMMUNITY BENEFIT, INCLUDING $306 MILLION IN MEDICAID AND OTHER INCOME-BASED PROGRAMS, $83 MILLION IN TRADITIONAL CHARITY CARE AND $56 MILLION IN UNBILLED COMMUNITY SERVICES, ALL MEASURED IN UNREIMBURSED COSTS. THE COMMUNITY HEALTH NEEDS ASSESSMENT CONDUCTED IN 2019 IDENTIFIED FOOD INSECURITY AS ONE OF THE TOP ISSUES FACED BY INDIVIDUALS AND FAMILIES ACROSS TAMPA BAY AND WEST CENTRAL FLORIDA. IN ADDRESSING THIS NEED, WHICH WAS EXACERBATED BY THE PANDEMIC, BAYCARE BEGAN A PARTNERSHIP WITH NOT-FOR-PROFIT FEEDING TAMPA BAY. IN 2020, BAYCARE COMMITTED $400,000 TO LOCATING FOOD PANTRIES IN 16 SCHOOLS WHERE HUNGER IS AN ISSUE. BAYCARE HOSPITAL CARE COORDINATORS ALSO BEGAN ASKING PATIENTS IF THEY WOULD HAVE ACCESS TO HEALTHY FOOD AFTER DISCHARGE. IF THEY SAY NO, BAYCARE PROVIDES A TWO- TO THREE-DAY SUPPLY OF NON-PERISHABLE FOOD ALONG WITH CONTACT INFORMATION FOR NEARBY FOOD PANTRIES. BAYCARE ALSO JOINED THE FOODRX PROGRAM OF FEEDING TAMPA BAY, WHICH GIVES FOOD-INSECURE PATIENTS WITH CERTAIN CHRONIC CONDITIONS THE OPPORTUNITY TO SHOP FOR HEALTHY FOODS IN A MOBILE GROCERY STORE. 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 2020 RETAIN ITS RANKING IN THE TOP 20% OF LARGE U.S. HEALTH SYSTEMS BY IBM WATSON HEALTH. TWENTY-FOUR 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) 15000 Access to Healthcare Judeo Christian Health Clinic Inc 4118 N MacDill Ave Tampa FL 33607 591605647 501(c)(3) 76049 Access to Healthcare The Salvation Army 1514 N Florida Avenue Tampa FL 33602 580660607 501(c)(3) 91508 Access to Healthcare Feeding Tampa Bay Inc 4702 Transport Drive Bldg 6 Tampa FL 33605 592116576 501(c)(3) 125000 Food Insecurity Ronald McDonald House Charities of Tampa Bay 35 Davis Blvd Tampa FL 33606 591835985 501(c)(3) 7500 Access to Healthcare Northside Behavioral Health Center 12512 Bruce B Downs Blvd Tampa FL 33612 591641327 501(c)(3) 529961 Access to Mental Health Services WEST CENTRAL FLORIDA MENTAL WELLNESS COALITION 1002B SChurch Ave PO Box 18051 Tampa FL 33679 843036723 501(c)(3) 959605 Access to Mental Health Services 7 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/EVP, COO BAYCARE 0 1007493 0 503000 0 411558 0 20889 0 44169 0 1987109 0 95961 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0 428393 0 157910 0 119662 0 39343 0 13921 0 759229 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 394315 0 142745 0 10006 0 69342 0 30767 0 647175 0 0 JOANNE MAYERS FORMER KEY/VP, PATIENT SVCS/CNO - EAST 0 277104 0 86727 0 9030 0 58430 0 21820 0 453112 0 0 MATTHEW NOVAK FORMER PRES SJH SOUTH 0 292785 0 107807 0 31901 0 68332 0 26464 0 527289 0 0 LORRAINE SARGENT FORMER KEY/DIRECTOR IMAGING EAST REGION 0 186361 0 24141 0 7273 0 9979 0 9592 0 237346 0 0 MICHAEL SMITH FORMER PRES SJH SOUTH 0 364572 0 128613 0 66201 0 48821 0 36742 0 644949 0 0 THOMAS GARTHWAITE PRESIDENT SJH NORTH 23188 146226 0 26915 20521 52339 0 18420 0 37965 43709 281865 0 0 KIMBERLY GUY PRES SJH/SVP MARKET LEADER HILLSB 0 522004 0 177110 0 112643 0 41414 0 34612 0 887782 0 0 PAULA MCGUINESS PRES ST JOSEPH'S HOSP NORTH 0 86300 0 108583 0 208411 0 75271 0 4656 0 483221 0 114204 PHILIP MINDEN PRES ST JOSEPH'S HOSP SOUTH 0 294943 0 90902 0 14189 0 66699 0 14243 0 480976 0 0 SARAH NAUMOWICH PRESIDENT MP NORTH BAY/SJWH & SJCH 0 273765 0 75729 0 7473 0 58475 0 33530 0 448973 0 0 JIMMY BAUMGARTNER DIRECTOR OPERATIONS - SJCH & SJWH 168136 0 18909 0 26512 0 10655 0 15321 0 239532 0 0 0 LYDIA BOUTROS CLINICAL PHARMACIST 174700 0 60427 0 8728 0 10152 0 7556 0 261563 0 0 0 MICHAEL HANCE DIR OPERATIONS ST JOSEPH'S HOSP SOUTH 205427 0 22600 0 8340 0 11085 0 17808 0 265259 0 0 0 LISSA HAYS DIRECTOR EMERGENCY/TRAUMA SERVICES 178004 0 23685 0 8692 0 9874 0 26046 0 246300 0 0 0 MARY ROBINSON DIRECTOR SURGICAL SERVICES - SJH 203559 0 24981 0 3275 0 11063 0 26080 0 268958 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 the CEO's compensation 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 $348,372 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $137,085 in 2020. Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $81,699 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $32,148 in 2020. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $72,191 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,407 in 2020. Ron Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $55,092 of nonvested benefits accrue during 2020. 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 $36,634 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other Compensation. He had $34,571 of nonvested benefits accrue during 2020. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $14,416 in 2020. Matthew Novak - Participated in a supplemental nonqualified deferred compensation plan. He had $52,223 of nonvested benefits accrue during 2020. This amount is included in Part II (C) Retirement and other deferred compensation. Paula McGuiness - Participated in a supplemental nonqualified deferred compensation plan. She had $173,127 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $494,552 in 2020. Philip Minden - Participated in a supplemental nonqualified deferred compensation plan. He had $52,449 of nonvested benefits accrue during 2020. This amount is included in Part II (C) Retirement and other deferred compensation. Joanne Mayers - Participated in a supplemental nonqualified deferred compensation plan. She had $50,978 of nonvested benefits accrue during 2020. 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 $44,287 of nonvested benefits accrue during 2020. This amount is included in Part II (C) Retirement and other deferred compensation. TIMOTHY SARGENT FAMILY MEMBER OF LORRAINE SARGENT 92179 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 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 COMMITTEES MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2019, 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 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 THESE BYLAWS PROVIDED THAT PRIOR NOTICE OF ANY CHANGE IN THE ARTICLES OF INCORPORATION OF THE CORPORATION OR THESE 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 INTERESTS. 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 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 XI, Line 9 Other changes in net assets or fund balances CHANGE IN MINIMUM PENSION OBLIGATION - 244729; CONTRIBUTIONS IN NET ASSETS - -2468999; 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 NA 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 CARILLON SURG CNTR 900 CARILLON ST PETE FL 337161121 261116740 HEALTH SRVC FL NA N/A false false ST ANT PHY SURG CNTR 705 16TH ST N ST PETE FL 337051334 010861245 HEALTH SRVC FL NA N/A false false HEALTHPOINT MEDICAL GROUP INC 4902 EISENHOWER BLVD SUITE 300 TAMPA FL 336346344 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