ASANTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASANTE (EIN 93-0223960)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202142289349302039
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T11:33:53-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aldrich CPAs and Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5665 SW Meadows Rd Suite 200 | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930223960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASANTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASAN | BusinessNameControlTxt |
| Phone | 5417894103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 SISKIYOU BLVD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Greg Wojtal | PersonNm |
| Person Title | CAFO | PersonTitleTxt |
| Phone | 5417894103 | PhoneNum |
| Signature | 2021-08-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joylyn M Ankeney CPA | PreparerPersonNm |
| PTIN | P00366587 | PTIN |
| Phone | 5036204489 | PhoneNum |
| Preparation | 2021-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Greg Wojtal | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 SISKIYOU BLVD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,561,992,714 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.asante.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Asante exists to provide quality healthcare services in a compassionate manner, valued by the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6149 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $3,064,044 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,336,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,044,492 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $881,021,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $900,575,807 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,472,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,330,238 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,596 | PYOtherRevenueAmt |
| CY Other Revenue | $1,646,191 | CYOtherRevenueAmt |
| PY Total Revenue | $915,839,381 | PYTotalRevenueAmt |
| CY Total Revenue | $928,596,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $457,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $208,994 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $441,804,380 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $479,090,521 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $369,397,474 | PYOtherExpensesAmt |
| CY Other Expenses | $378,091,394 | CYOtherExpensesAmt |
| PY Total Expenses | $811,659,704 | PYTotalExpensesAmt |
| CY Total Expenses | $857,390,909 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $104,179,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,205,819 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,358,654,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,867,375,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $380,564,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $814,486,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $978,089,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,052,889,214 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Asante exists to provide quality healthcare services in a compassionate manner, valued by the communities we serve. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $407,701,087 | ExpenseAmt |
| Revenue | $626,997,815 | RevenueAmt |
| Desc | Asante's main program service accomplishment is the operation of Asante Rogue Regional Medical Center (ARRMC), a 378 licensed bed hospital located in Medford, Oregon. ARRMC was named the 3rd best hospital in Oregon by US News & World Report. In additon they were named one of the top 50 cardiovascular hospitals in the nathion. They also received a 5-star rating from CMS. The hospital also earned the Patient Safety Excellence, Pulmonary Care Excellence and Joint Replacement Excellence Awards from Healthgrades. Healthgrades also named ARRMC as one of the 100 best in America for spine surgery and one of the 50 best for vascular surgery. The American Heart Association awarded ARRMC with the Gold Plus for STEMI Receiving Center. Key hospital inpatient services include Cancer Services, Cardiovascular Surgery, and inpatient Cardiac Catherization Laboratory, General Medicine, General Surgery, Gynecology, Neonatology, Neurosciences, Obstetrics, Orthopedics, Pediatrics, and Urology Services. Other inpatient services include Behavioral Health, Rehabilitation, and critical care services, including the region's only Level 3 Neonatal Intensive Care Unit. Key outpatient services include Emergency Services, Ambulatory Surgery, Outpatient Laboratory testing and diagnosis, outpatient Cardiac Catherization Lab, Imaging, Sleep Services, Hospice, and various therapies, including behavioral, occupational, physical, and speech.During fiscal year 2020, RRMC admitted 15,692 patients for a total of 91,301 patient days. It also had over 444,000 total outpatient visits and delivered 1,684 babies. The Emergency Rooms treated 45,962 patients and the Chemistry Labs performed over 2.2 million tests. Surgical services performed 9,799 inpatient and outpatient surgeries at RRMC. Other statistics at RRMC include 23,607 hospice visits, 84,882 visits to the various Rehab units, and over 134,000 visits to Imaging. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,278,569 | ExpenseAmt |
| Revenue | $182,297,922 | RevenueAmt |
| Desc | Asante's second largest program service accomplishment by expense is the operation of Asante Three Rivers Medical Center (ATRMC), a 125 licensed bed hospital located in Grants Pass, Oregon. ATRMC received a Grade "A" Hospital Safety Score from Leapfrog for the fifth consecutive year. They were named the 9th best hospital in Oregon by US News & World Report. Health Grades named them one of the 100 best hospitals in America for joint replacement. Additionally, ATRMC received a 5-star rating from CMS.Some of the key inpatient services available at TRMC include cancer services, general medicine, general surgery, gynecology, obstetrics, orthopedics, and pediatrics. Some of the key outpatient services include emergency services, ambulatory surgery, outpatient lab testing, cardiopulmonary services, outpatient cardiac catherization lab, imaging and various therapies including physical, occupational, and speech.During the fiscal year, TRMC admitted 6,555 inpatients for a total of 23,533 patient days. They also delivered 677 babies and had over 235,000 outpatient visits. The chemistry lab performed nearly 570,000 tests and the emergency room saw 38,579 patients. There were 6,171 surgeries performed during the year. TRMC's rehab department had 29,432 visits and the various imaging departments had over 80,000 visits. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,570,834 | ExpenseAmt |
| Grant | $208,994 | GrantAmt |
| Revenue | $89,943,127 | RevenueAmt |
| Desc | Asante's third largest program service accomplishments by expense are the operation of Asante Ashland Community Hospital, a 49 licensed bed hospital located in Ashland, Oregon and the operation of the Corporate division. AACH also received a 5-star rating form CMS. Asante Health System was named one of the "15 Top Health Systems in the Nation" for the ninth year in a row by Truven Health Analytics. CareChex named Asante the 3rd overall hospital in the nation for overall care. In addition, Asante was named Best in State Employer by Forbes. Key inpatient serices available at ACH include general medicine, general surgery, gynecology and obstetrics. Some the key outpatient services include emergency services, ambulatory surgery, outpatient lab testing, imaging and various therapies.During the fiscal year, ACH admitted 1,061 inpatients for a total of 4,167 patient days. They delivered 209 babies and had over over 38,000 outpatient visits. The lab performed over 140,000 tests, the emergency room saw 8,756 patients and, there were 2,065 surgeries performed during the year. Asante's corporate division has made generous cash donations to numerous non-profit organizations. These donations help support a variety of local programs, such as The Maslow Project which provides resources to homeless youth to the annual Pear Blossom Festival to encourage health through movement. Other notable donations include local foodbanks, sexual assault response teams, suicide prevention and youth camps. Often, indigent and Medicaid patients will show up at the Emergency Room in need of specialized medical care. In order to assure that unassigned indigent and Medicaid patients have specialized care available to them, Asante created Southern Oregon Trauma and Emergency Services (SOTES). SOTES contracts with local independent physicians to provide specialized care to these patients throughout their hospital stay. The physician bills SOTES, which will reimburse the specialist at Medicare rates. SOTES operates at breakeven. Expenses are fully funded and reimbursed to the doctor by the hospitals. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $576,550,490 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 549 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6149 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Wojtal | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417894549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 Siskiyou Blvd | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Scott Kelly | |||||||||
| President & CEO | 40.00 | Yes (X) | $1,050,970 | $0 | $31,490 | ||||
| Greg Wojtal | |||||||||
| CAFO | 40.00 | Yes (X) | $672,927 | $0 | $37,948 | ||||
| Mick Zdeblick | |||||||||
| RRMC CEO | 40.00 | Yes (X) | $633,293 | $0 | $40,753 | ||||
| James Grebosky | |||||||||
| Chief Qual&Safe Officer | 40.00 | Yes (X) | $597,076 | $0 | $45,164 | ||||
| Lee Milligan MD | |||||||||
| Chf Info Officer | 40.00 | Yes (X) | $561,920 | $0 | $42,385 | ||||
| Win Howard | |||||||||
| TRMC CEO | 40.00 | Yes (X) | $537,449 | $0 | $47,899 | ||||
| Roy Vinyard | |||||||||
| Former President&CEO-term 1/5/19 | 40.00 | $512,045 | $0 | $47,816 | Yes (X) | ||||
| Paul Macuga | |||||||||
| Chief People Officer | 40.00 | Yes (X) | $482,553 | $0 | $15,535 | ||||
| Dennie Conrad | |||||||||
| Chief Strategy Officer | 40.00 | Yes (X) | $474,964 | $0 | $39,850 | ||||
| Michael McCaskill | |||||||||
| Medical Doctor | 40.00 | $469,226 | $0 | $34,531 | Yes (X) | ||||
| Eric Loeliger MD | |||||||||
| VP Medical Affairs - TR | 40.00 | $425,705 | $0 | $46,892 | Yes (X) | ||||
| Sheila Clough | |||||||||
| ACH CEO | 40.00 | Yes (X) | $425,648 | $0 | $43,239 | ||||
| Courtney Wilson MD | |||||||||
| Medical Doctor | 40.00 | $424,977 | $0 | $16,800 | Yes (X) | ||||
| Kristen Roy | |||||||||
| VP Legal Office | 40.00 | $392,548 | $0 | $29,439 | Yes (X) | ||||
| Chris David MD | |||||||||
| Medical Doctor | 40.00 | $386,550 | $0 | $46,664 | Yes (X) | ||||
| Mark Hetz | |||||||||
| Ch Info Officer | 40.00 | Yes (X) | $380,820 | $0 | $9,053 | ||||
| Janet Eoff MD | |||||||||
| Medical Doctor | 40.00 | $377,450 | $0 | $40,776 | Yes (X) | ||||
| Douglass Schmor | |||||||||
| Chairperson | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Peter Angstadt PhD | |||||||||
| Vice Chairperson | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Ken Trautman | |||||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Patricia Wintemute | |||||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Stephen D Roe | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ray A Cox | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Anne Golden | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas M Turek MD | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Sandra Slattery | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Gambee | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Brian Gross MD | |||||||||
| Trustee | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,806,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $616,234 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 801 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Focusone Solutions LLC | |||||
| 13609 California St Ste 420 | Omaha | NE | 68154 | Management Services | $15,198,482 |
| Southern Oregon Hospitalists | |||||
| 2640 E Barnett Rd | Medford | OR | 97504 | Physician Services | $5,862,092 |
| Hematology Oncology Associates | |||||
| 2828 E Barnett Rd | Medford | OR | 97504 | Oncology Services | $5,051,953 |
| Anesthesia Associates of Medford | |||||
| 842 E Main St | Medford | OR | 97504 | Physician Services | $4,163,008 |
| Southern Oregon Cardiology LLC | |||||
| 520 Medical Center Drive Suite 200 | Medford | OR | 97504 | Cardiac Services | $2,674,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $994,492 | RelatedOrganizationsAmt |
| All Other Contributions | $50,000 | AllOtherContributionsAmt |
| Total Contributions | $1,044,492 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Hospital Services | 622110 | $853,781,272 | $852,444,329 | $1,336,943 |
| Other Operating Income | 900099 | $41,126,361 | $41,126,361 | |
| Nutrition Services | 621990 | $3,938,011 | $3,938,011 | |
| JV Income | 621990 | $1,730,163 | $1,730,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $900,575,807 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,918,140 | TotalRevenueColumnAmt |
| Exclusion | $19,918,140 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,239,369 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,320,279 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$80,910 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,910 | TotalRevenueColumnAmt |
| Exclusion | -$80,910 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $626,373,810 | SecuritiesAmt |
| Other | $2,997,866 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $619,785,748 | SecuritiesAmt |
| Other | $4,173,830 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,588,062 | SecuritiesAmt |
| Other | -$1,175,964 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,412,098 | TotalRevenueColumnAmt |
| Exclusion | $5,412,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,843,230 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,116,129 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,727,101 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,727,101 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $928,596,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $899,238,864 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,064,044 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,249,328 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,994 | TotalAmt |
| Program Services | $208,994 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,533,559 | TotalAmt |
| Management And General | $4,533,559 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,198,183 | TotalAmt |
| Program Services | $258,874,756 | ProgramServicesAmt |
| Management And General | $97,323,427 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,344,221 | TotalAmt |
| Program Services | $11,766,234 | ProgramServicesAmt |
| Management And General | $4,577,987 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,113,142 | TotalAmt |
| Program Services | $51,489,102 | ProgramServicesAmt |
| Management And General | $25,624,040 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,901,416 | TotalAmt |
| Program Services | $18,080,278 | ProgramServicesAmt |
| Management And General | $6,821,138 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,985,360 | TotalAmt |
| Management And General | $2,985,360 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,345 | TotalAmt |
| Management And General | $279,345 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,769 | TotalAmt |
| Management And General | $108,769 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,354 | TotalAmt |
| Management And General | $1,658,354 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,537,479 | TotalAmt |
| Program Services | $1,749,518 | ProgramServicesAmt |
| Management And General | $10,787,961 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,183 | TotalAmt |
| Management And General | $11,183 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,040,793 | TotalAmt |
| Program Services | $861,449 | ProgramServicesAmt |
| Management And General | $2,179,344 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,961,298 | TotalAmt |
| Program Services | $9,581,342 | ProgramServicesAmt |
| Management And General | $12,379,956 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,558 | TotalAmt |
| Program Services | $461,958 | ProgramServicesAmt |
| Management And General | $512,600 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,180,760 | TotalAmt |
| Management And General | $8,180,760 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,449,672 | TotalAmt |
| Program Services | $52,755 | ProgramServicesAmt |
| Management And General | $46,396,917 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,741 | TotalAmt |
| Management And General | $829,741 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Patient Supplies | $178,183,514 | $172,184,548 | $5,998,966 |
| Purchased Services | $53,080,922 | $27,767,034 | $25,313,888 |
| Bad Debts | $21,129,013 | $21,128,975 | $38 |
| Other Operating Expense | $16,228,462 | $2,343,547 | $13,884,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,452,171 | TotalAmt |
| Management And General | $10,452,171 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,390,909 | TotalAmt |
| Program Services | $576,550,490 | ProgramServicesAmt |
| Management And General | $280,840,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,542,046 | BOYAmt |
| EOY | $169,197,036 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,960,014 | BOYAmt |
| EOY | $110,447,687 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,429,646 | BOYAmt |
| EOY | $18,953,285 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,939,104 | BOYAmt |
| EOY | $17,852,355 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,216,038 | BOYAmt |
| EOY | $14,249,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $839,414,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $474,647,079 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,018,025 | BOYAmt |
| EOY | $364,767,819 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,411,766 | BOYAmt |
| EOY | $672,373,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,137,361 | BOYAmt |
| EOY | $499,533,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,654,000 | BOYAmt |
| EOY | $1,867,375,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,523,911 | BOYAmt |
| EOY | $26,125,884 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,574,468 | BOYAmt |
| EOY | $543,943,580 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,329 | BOYAmt |
| EOY | $6,549,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,945,047 | BOYAmt |
| EOY | $237,867,735 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,564,755 | BOYAmt |
| EOY | $814,486,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,089,245 | BOYAmt |
| EOY | $1,052,889,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,089,245 | BOYAmt |
| EOY | $1,052,889,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,654,000 | BOYAmt |
| EOY | $1,867,375,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $71,205,819 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,455,747 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $138,403 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $54,769 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $54,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $108,769 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Asante maintains memberships in the American Hospital Assoc (AHA) and Oregon Assoc of Hospitals and Healthcare Systems (OAHHS). During tax year 2019, Asante paid membership dues to the AHA and OAHHS of $90,687 and $241,899 respectively. 14.12% of OAHHS dues and 22.73% of AHA dues went for lobbying purposes. Thus, Asante made indirect lobbying expenditures of $54,769 through its membership dues. Also, Asante paid John Watt and Associates (JWA) $54,000 for specific issues lobbying during the tax year. JWA is an advocate for Asante and specializes in ballot propositions affecting the healthcare industry. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,115,278 | BeginningYearBalanceAmt |
| Contributions | $2,245,042 | ContributionsAmt |
| Investment Earnings Or Losses | $716,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $134,066 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,942,473 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,832,879 | BeginningYearBalanceAmt |
| Contributions | $239,166 | ContributionsAmt |
| Investment Earnings Or Losses | $2,197,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $154,538 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,115,278 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,035,987 | BeginningYearBalanceAmt |
| Contributions | $96,879 | ContributionsAmt |
| Investment Earnings Or Losses | $1,118,497 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $418,484 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,832,879 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,768,780 | BeginningYearBalanceAmt |
| Contributions | $1,025,379 | ContributionsAmt |
| Investment Earnings Or Losses | $712,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $470,828 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,035,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,809,910 | BeginningYearBalanceAmt |
| Contributions | $65,967 | ContributionsAmt |
| Investment Earnings Or Losses | $149,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $257,009 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,768,780 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,809,422 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $20,580,871 | OtherCostOrOtherBasisAmt |
| Book Value | $31,390,293 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $386,691,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,351,431 | DepreciationAmt |
| Book Value | $176,340,521 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,718,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,205,876 | DepreciationAmt |
| Book Value | $19,512,258 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $340,603,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $258,089,772 | DepreciationAmt |
| Book Value | $82,513,789 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,010,958 | OtherCostOrOtherBasisAmt |
| Book Value | $55,010,958 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $364,767,819 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Invest in Healthcare Ventures | $5,715,598 |
| Intercompany Receivables | $165,057,159 |
| Other Assets | $328,761,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $499,533,821 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Current Portion Self Insurance Reserve | $8,221,527 |
| Reimbursement Due Govt Agencies & 3rd Parties | $11,797,522 |
| Other Current Liabilities | $93,627,515 |
| Long Term Liabilities | $34,865,819 |
| Payroll/Benefits Payable | $52,454,488 |
| Current portion LT Debt | $15,347,704 |
| Long Term Self Insurance Reserve | $21,553,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $237,867,735 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $982,990,093 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,455,747 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $73,724,947 | OtherRevenueAmt |
| Revenue Not Reported | $77,180,694 | RevenueNotReportedAmt |
| Revenue Subtotal | $905,809,399 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,658,354 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $21,128,975 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $22,787,329 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $928,596,728 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $943,566,544 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $108,962,964 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $108,962,964 | ExpensesNotReportedAmt |
| Expenses Subtotal | $834,603,580 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,658,354 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $21,128,975 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $22,787,329 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $857,390,909 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Asante Foundation, a 501(c)(3) organization, is directly related to and controlled by Asante. It is identified on Schedule R, Part II as a related tax-exempt organization. The Asante Foundation maintains the assets of 15 different endowments with a net worth of over $26.0 million. The corpus of the endowments is to remain intact and invested in marketable securities and other financial instruments. At the end of each fiscal year, any investment income generated from the endowments is released to Asante. The income received is used to subsidize numerous programs, including the RRMC Hospice, physician and nursing education, children's health, oncology programs, and support of the Francis Cheney and Three Rivers Family Houses. |
| Part X, Line 2: | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by Asante and recognize a tax liability (or asset) if Asante has taken an uncertain tax position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed tax positions taken by Asante and has concluded that as of September 30, 2020, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability (or an asset) or disclosure in the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | Operating Income from affiliates included in consolidated financial stmt 72,584,149. Affiliate Investment Revenue included in consolidated financial stmt 1,140,798. |
| Part XI, Line 4b - Other Adjustments: | Bad Debt Expense Netted with Revenue on financial stmt 21,128,975. |
| Part XII, Line 2d - Other Adjustments: | Affiliate Operating Expenses included in consolidated financial stmt 105,282,384. Unrealized Gain 3,680,580. |
| Part XII, Line 4b - Other Adjustments: | Bad Debt Expense 21,128,975. |
| Schedule D Part XI, XII and XIII | The financial statements and schedules of Asante are audited by the accounting firm of KPMG. They are compiled on a consolidated basis. The consolidated financial statements and schedules contain financial information about entities within Asante that are not included on the Asante form 990. Financial information about the Asante Foundation, Asante Physicians Partners, Southern Oregon Insurance Company, and Asante Ashland Community Hospital are included in the audited consolidated financial statements but, since each of those entities retain their own tax identification number, they file their own separate form 990. Thus, their financial information is excluded from the Asante form 990 and are included as reconciling items on Schedule D. On the Asante form 990, Schedule D, Parts XI, XII, and XIII, we have reconciled the total revenues, total expenses, and net assets to the consolidated statement of operations on the audited financial statements. In many cases, the financial information of these other entities is contained within the revenue, expenses, and net assets items in the financial statement and may not be readily distinguished on the financial statement line items. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 73310 | PersonsServedCnt |
| Total Community Benefit Expns | $9,286,310 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,054,733 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,231,577 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00860 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 132264 | PersonsServedCnt |
| Total Community Benefit Expns | $204,443,791 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $150,245,917 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $54,197,874 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06480 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 19973 | PersonsServedCnt |
| Total Community Benefit Expns | $42,077,742 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $35,025,262 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,052,480 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00840 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 225547 | PersonsServedCnt |
| Total Community Benefit Expns | $255,807,843 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $187,325,912 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $68,481,931 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08180 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 11705 | PersonsServedCnt |
| Total Community Benefit Expns | $12,875,605 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $348,904 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,526,701 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01500 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,935,631 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,125 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,916,506 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00230 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,662,287 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,878,761 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,783,526 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01170 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $418,139 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,753 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $406,386 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 11705 | PersonsServedCnt |
| Total Community Benefit Expns | $35,891,662 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,258,543 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $24,633,119 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02950 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 237252 | PersonsServedCnt |
| Total Community Benefit Expns | $291,699,505 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $198,584,455 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $93,115,050 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11130 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 320 | PersonsServedCnt |
| Total Community Benefit Expns | $20,882 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $20,882 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 37 | PersonsServedCnt |
| Total Community Benefit Expns | $3,906 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,906 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 357 | PersonsServedCnt |
| Total Community Benefit Expns | $24,788 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $24,788 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $21,128,438 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $2,873,468 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $218,460,270 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $275,547,501 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$57,087,231 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (9 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| 2 CVI Management Co LLC | ||
| Management Services | 0.25000 | 0.75000 |
| 3 CVI Real Property | ||
| Property Management | 0.25000 | 0.75000 |
| 4 Southern Oregon Linen Svcs | ||
| Linen Processing | 0.43000 | |
| 5 Health Future LLC | ||
| Supplies Purchasing | 0.25000 | |
| 6 Surgery Center of So Oregon | ||
| Outpatient Surgeries | 0.20000 | 0.80000 |
| 7 LHC | ||
| Home health | 0.25000 | |
| 8 Accentcare | ||
| Home health | 0.25000 | |
| 9 Women's Center | ||
| Women's Imaging | 0.50000 | |
| 10 2859 State St LLC | ||
| Real Estate | 0.50000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|
| Rogue Regional Medical Center | |||||||||
| 1 | 2825 E Barnett Road | Medford | OR | 97504 | www.asante.org | 14-0451 | Yes (X) | Yes (X) | Yes (X) |
| Three Rivers Medical Center | |||||||||
| 2 | 500 SW Ramsey Ave | Grants Pass | OR | 97527 | www.asante.org | 14-1439 | Yes (X) | Yes (X) | Yes (X) |
| Ashland Community Hospital | |||||||||
| 3 | 280 Maple St | Ashland | OR | 97520 | www.asante.org | 14-1445 | Yes (X) | Yes (X) | Yes (X) |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Income Level CriteriaIncomeLevelCriteriaInd | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Other Actions TakenOtherActionsTakenInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicare PrivateLookBackMedicarePrivateInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rogue Regional Medical Center | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 18 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | https://www.asante.org/app/files/public/3212/arrmc-chna-cha-2019-final.pdf | Yes (X) | Yes (1) | 18 | Yes (1) | https://www.asante.org/app/files/public/3238/arrmc-2019-chip-07-26-19.pdf | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| Three Rivers Medical Center | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 18 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | https://www.asante.org/app/files/public/3214/atrmc-chna-cha-2019-final.pdf | Yes (X) | Yes (1) | 18 | Yes (1) | https://www.asante.org/app/files/public/3239/atrmc-2019-chip-07-26-19.pdf | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| Ashland Community Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 18 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | https://www.asante.org/app/files/public/3210/aach-chna-cha-2019-final.pdf | Yes (X) | Yes (1) | 18 | Yes (1) | https://www.asante.org/app/files/public/3237/aach-2019-chip-07-26-19.pdf | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | http://www.asante.org/patients-visitors/billing-and-financial-assistance/ | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
Supplemental Information SupplementalInformationGrp (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Rogue Regional Medical Center | Part V, Section B, Line 5: As part of the Patient Protection and Affordable Care Act's requirement to conduct a community health needs assessment every three years, Asante, Rogue Regional Medical Center, Ashland community Hospital, and Three Rivers Medical Center partnered with Professional Research Consultants, Inc. to complete 600 community surveys in tax year 2018. That year, we also held a focus group comprised of 13 key community leaders from Jackson and Josephine Counties. The focus group discussed the individual leaders' experiences and perceptions of the top health concerns in our community. |
| Three Rivers Medical Center | Part V, Section B, Line 5: As part of the Patient Protection and Affordable Care Act's requirement to conduct a community health needs assessment every three years, Asante, Rogue Regional Medical Center, Ashland community Hospital, and Three Rivers Medical Center partnered with PRC to complete 600 community surveys in tax year 2018. That year, we also held a focus group comprised of 7 key community leaders from Jackson and Josephine Counties. The focus group discussed the individual leaders' experiences and perceptions of the top health concerns in our community. |
| Ashland Community Hospital | Part V, Section B, Line 5: As part of the Patient Protection and Affordable Care Act's requirement to conduct a community health needs assessment every three years, Asante, Rogue Regional Medical Center, Ashland community Hospital, and Three Rivers Medical Center partnered with PRC to complete 600 community surveys in tax year 2018. That year, we also held a focus group comprised of 7 key community leaders from Jackson and Josephine Counties. The focus group discussed the individual leaders' experiences and perceptions of the top health concerns in our community. |
| Rogue Regional Medical Center | Part V, Section B, Line 6a: Asante Ashland Community Hospital in Ashland, OregonThree Rivers Medical Center in Grants Pass, Oregon |
| Three Rivers Medical Center | Part V, Section B, Line 6a: Asante Ashland Community Hospital in Ashland, OregonRogue Regional Medical Center in Medford, Oregon |
| Ashland Community Hospital | Part V, Section B, Line 6a: Rogue Regional Medical Center in Medford, OregonThree Rivers Medical Center in Grants Pass, Oregon |
| Rogue Regional Medical Center | Part V, Section B, Line 6b: The CHNA was conducted with the following organizations which are not hospital facilities:ACCESSAddictions Recovery Center (ARC)CASA of Jackson CountyChildren's Advocacy Center ofJackson CountyFood & Friends Rogue ValleyCouncil of GovernmentsFormer Jackson CountyCommissionerHearts With a MissionJefferson Regional Health AllianceJWA Public AffairsNorth Medford High SchoolRogue Valley Family YMCAUnited Way of Jackson County |
| Three Rivers Medical Center | Part V, Section B, Line 6b: The CHNA was conducted with the following organizations which are not hospital facilities:ACCESSAddictions Recovery Center (ARC)CASA of Jackson CountyChildren's Advocacy Center ofJackson CountyFood & Friends Rogue ValleyCouncil of GovernmentsFormer Jackson CountyCommissionerHearts With a MissionJefferson Regional Health AllianceJWA Public AffairsNorth Medford High SchoolRogue Valley Family YMCAUnited Way of Jackson County |
| Ashland Community Hospital | Part V, Section B, Line 6b: The CHNA was conducted with the following organizations which are not hospital facilities:ACCESSAddictions Recovery Center (ARC)CASA of Jackson CountyChildren's Advocacy Center ofJackson CountyFood & Friends Rogue ValleyCouncil of GovernmentsFormer Jackson CountyCommissionerHearts With a MissionJefferson Regional Health AllianceJWA Public AffairsNorth Medford High SchoolRogue Valley Family YMCAUnited Way of Jackson County |
| Rogue Regional Medical Center | Part V, Section B, Line 11: Identified Health Needs The top five health needs identified by both survey and focus group participants are:1. Access to health care services 2. Mental health3. Substance abuse 3. Heart disease and stroke 4. Infant health and family planning Implementation StrategyThe top 3 (due to space limitations) initiatives and actions below as they relate to the top 5 community health needs categories as identified in the CHNA will be fulfilled or implemented by: Asante Rogue Regional Medical Center (ARRMC) 1.) Access to health care services |
| Three Rivers Medical Center | Part V, Section B, Line 11: Identified Health Needs The top five health needs identified by both survey and focus group participants are:1. Access to health care services 2. Mental health3. Substance abuse 3. Heart disease and stroke 4. Infant health and family planning Implementation StrategyThe top (due to space limitations) initiatives and actions below as they relate to the top 5 community health needs categories as identified in the CHNA will be fulfilled or implemented by: Asante Three Rivers Medical Center (ATRMC) 1.) Access to health care services |
| Ashland Community Hospital | Part V, Section B, Line 11: Identified Health Needs The top five health needs identified by both survey and focus group participants are:1. Access to health care services 2. Mental health3. Substance abuse 3. Heart disease and stroke 4. Infant health and family planning Implementation StrategyThe top (due to space limitations) initiatives and actions below as they relate to the top 5 community health needs categories as identified in the CHNA will be fulfilled or implemented by: Asante Ashland Community Hospital (AACH)1.) Access to health care services |
| Rogue Regional Medical Center | Part V, Section B, Line 16j: Partial information, but not the entire policy, about applying for financial aid is printed on the patient's billing statement. The entire financial assistance policy is posted on the Asante website at www.asante.org. The entire policy is also on posters in the Patient Registration department. If a patient wishes to apply for financial aid, they are directed to call the hospital for a financial assistance application. |
| Three Rivers Medical Center | Part V, Section B, Line 16j: Partial information, but not the entire policy, about applying for financial aid is printed on the patient's billing statement. The entire financial assistance policy is posted on the Asante website at www.asante.org. The entire policy is also on posters in the Patient Registration department. If a patient wishes to apply for financial aid, they are directed to call the hospital for a financial assistance application. |
| Ashland Community Hospital | Part V, Section B, Line 16j: Partial information, but not the entire policy, about applying for financial aid is printed on the patient's billing statement. The entire financial assistance policy is posted on the Asante website at www.asante.org. The entire policy is also on posters in the Patient Registration department. If a patient wishes to apply for financial aid, they are directed to call the hospital for a financial assistance application. |
| Rogue Regional Medical Center | Part V, Section B, Line 18e: Rogue Regional Medical Center's "Policy" is to allow third parties to perform lawsuits, place liens on residences, and garnish wages, but only as a final resort. However, the Asante business office is authorized to place a voluntary lien on a patients residence on certain rare circumstances. The patient must approve the voluntary lien first. |
| Three Rivers Medical Center | Part V, Section B, Line 18e: Three Rivers Medical Center's "Policy" is to allow third parties to perform lawsuits, place liens on residences, and garnish wages, but only as a final resort. However, the Asante business office is authorized to place a voluntary lien on a patients residence on certain rare circumstances. The patient must approve the voluntary lien first. |
| Ashland Community Hospital | Part V, Section B, Line 18e: Rogue Regional Medical Center's "Policy" is to allow third parties to perform lawsuits, place liens on residences, and garnish wages, but only as a final resort. However, the Asante business office is authorized to place a voluntary lien on a patients residence on certain rare circumstances. The patient must approve the voluntary lien first. |
| Rogue Regional Medical Center | Part V, Section B, Line 20e: Notify individuals of FAP prior to discharge |
| Three Rivers Medical Center | Part V, Section B, Line 20e: Notify individuals of FAP prior to discharge |
| Ashland Community Hospital | Part V, Section B, Line 20e: Notify individuals of FAP prior to discharge |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 - Rogue Valley RX | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 E Barnett Road | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | Outpatient Pharmacy | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7: | Cost to Charge Ratio is used to calculate benefit expenses. |
| Part I, Line 7g: | Subsidized services include Behavioral Health, Emergency Services which includes Southern Oregon Trauma and Emergency Services (SOTES) and Disaster Emergency (COVID-19) departments. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 21,128,438. |
| Part II, Community Building Activities: | In fiscal 2020, Asante's contribution to Community Health Improvements Advocacy includes $24,788 split between monetary donations and staff support for Emergency Preparedness and Disaster Readiness drills and education to the community. |
| Part III, Line 2: | Cost to Charge Ratio |
| Part III, Line 3: | Percentage of the population that would qualify for Charity Care according to poverty rate from Census Bureau, 13.6% poverty rate in 2020, that percentage of bad debt is assumed to be part of missed Charity Care. |
| Part III, Line 4: | Bad debt expense is reported based on gross patient charges that have been written off due to non-payment. |
| Part III, Line 8: | Certain government sponsored health insurance companies, such as Medicare and Medicaid, pay a significantly reduced amount for medical services rendered to their insurees. Oregon law in ORS 442.200(2) considers the difference between the expenses and reimbursement with respect to Medicare and Medicaid patients to be community benefit. Calculation: Total Medicare payments per cost report less total Medicare costs per cost report = Unrecovered Medicare cost per cost report. |
| Part III, Line 9b: | If there is an indication that a patient may be unable to pay their bill, a financial questionnaire is given or sent to the patient. On receipt of the completed questionnaire, the business office will determine eligibility for financial assistance and notify the patient within 20 days. Eligibility is determined based upon the questionnaire and on financial documents, such as tax returns, SSI statements, paycheck stubs, and FSA/HSA information. The patient's other financial obligations, number of dependents, assets and other financial circumstances are considered. Often, a patient will not provide a financial questionnaire, so the business office will use soft credit checks and zip codes+4 to help determine eligibility. The percentage of financial assistance provided is based upon a sliding scale table that utilizes the patient family's income as a percentage of the Federal Poverty Guidelines. |
| Part III, Section B | Unreimbursed Costs from the Medicare Program (using the Medicare Cost Report). |
| Part VI, Line 2: | Asante's five primary sources of input include the Community Leaders Forum, the environmental assessment, the community assessment survey, formal conversations with our collaborators, and identified Strategic Plan gaps from the previous year. |
| Part VI, Line 3: | The Financial Access Specialists, Credit Analysts, and Registration personnel work with the patient either at the time of scheduling, arrival at the hospital, or during the billing process. If the patient discloses they will have difficulty paying, we assist them applying for the Oregon Health Plan, Financial Assistance, or a payment plan. Based upon income and expenses, a patient may be eligible for Charity Care write-off of between 10% and 100% of their bill. |
| Part VI, Line 4: | The most notable fact about the demographics of our service area is that we have a rather elderly population, both in our primary service area of Jackson and Josephine Counties, but also our secondary service area of northern California and southern Oregon. In fiscal 2020, patients 65+ accounted for 54.08 %52.74% and 53.78% of admissions at ACH, RRMC and TRMC respectively.For the next 20 years, the 65+ age group is forecast to be the fastest growing segment of the population. In addition, the overall population growth of our primary service area is also forecast to average 1% per year for the next 30 years. |
| Part VI, Line 5: | Along with providing quality healthcare, Asante furthers its exempt purpose and fulfills its mission to the community by providing or subsidizing numerous classes, support groups, health fairs, and self-help programs. These programs are at no or low cost to the public. The Asante Community Health Education Program is an ongoing, no cost program, open to all community members. In FY 2020, over 15 community health education classes were offered at RRMC and TRMC. On average, attendance well exceeded 75 people at each event. Asante also promotes and extends patient care by providing space and materials to approximately 30 support groups. Asante Hospice, RVMC and TRMC Cancer services, and RVMC/TRMC Women and Children's Services provide staff, resources and organizational support for various well-attended support groups and dedicational events, such as "Cancer Survivor's Day". Many other support groups are community-led, but logistically supported by Asante Health System and affiliated clinical staff members. The Smullin Health Education Center houses community and healthcare related events. Along with the Asante Community Health Education Program and support groups, Smullin hosted over 125 events. Operationally, Asante Health System supports these events by providing salaries, benefits, supplies and classroom space. Additionally, Asante is the sole support of the Francis Cheney Family Place and the Three Rivers Family House. Much like the Ronald McDonald House, these Houses provide low-cost temporary lodging for families of patients at RVMC or TRMC. Donations are accepted, but no one is denied lodging for an inability to contribute.Asante Health System has several clinical departments that provide non-billed services to community members. These departments include the Sterile Processing Department, Imaging Department, RRMC/TRMC pharmacies (both hospital and retail), Social Services, Resource Management, Senior Transportation, and the Supportive Care Team. RRMC also provides free lab work to the patients of the Community Health Centers. The Asante Health System strives to meet their on-going mission: Asante exists to provide quality healthcare services in a compassionate manner, valued by the communities we serve. |
| Part VI, Line 6: | Asante is a community owned and governed not-for-profit health system providing comprehensive healthcare services to more than 550,000 residents in nine counties throughout southern Oregon and northern California. The System was formed in 1995 to include Rogue Regional Medical Center (RRMC) in Medford, and Three Rivers Medical Center (TRMC) in Grants Pass. In 2013, Ashland Community Hospital (ACH) in Ashland was aquired to better serve Jackson county. |
| Part VI, Line 7, Reports Filed With States | OR |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Jackson County SART | ||||||||
| 2305 Ashland St | Ashland | OR | 97520 | 810650183 | 501(c)(3) | $45,000 | Cash | Funds are dedicated to the support of the training and provision of SANE nurses within in Jackson County. |
| Pear Blossom Run | ||||||||
| PO Box 335 | Medford | OR | 97501 | 475622033 | 501(c)(3) | $15,000 | Cash | Provide access to YMCA programs for community members would otherwise not have access due to physical limitation, financial or geographical constraints. |
| Access Food Bank | ||||||||
| 3630 Aviation Way | Medford | OR | 97504 | 930665396 | 501(c)(3) | $20,000 | Cash | Support ACCESS nutrition programs serving Jackson County's low income families and individuals, seniors and people with disabilities. |
| Oregon Business Council Charitable Institute | ||||||||
| 1100 SW 6th Ave Ste 1608 | Portland | OR | 97204 | 931240928 | 501(c)(3) | $36,094 | Cash | Blue Zone Project - The focus of this project is to improve the quality of life and health of community members through a number of initiatives and community programs addressing nutrition, social and emotional well-being and connection, physical activity and community. |
| Josephine County Food Bank | ||||||||
| PO Box 250 | Grants Pass | OR | 97528 | 471904505 | 501(c)(3) | $20,000 | Cash | Support nutrition programs serving Josephine County's low and no income families and individuals, seniors and people with disabilities. |
| Addictions Recovery Center | ||||||||
| 1003 E MAIN ST STE 104 | Medford | OR | 97504 | 930645605 | 501(c)(3) | $10,000 | cash | Addictions Recvoery Center provides assistance and support to those in addiction recovery programs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Once an applicant has been approved for grant funds, the grant agreement specifies that all grant monies are to be spent for only the purpose spelled out in the application. The County Connections Committee must know where the donated money will be allocated, and if a fundraising event, how the raised money will be allocated. Usually, a detailed budget of the grantee's current year is required, as well as any reports or minutes from previous events. |
| Schedule I, Part I, Line 2 | When Asante receives a request for grant funds from an outside organization, the request is reviewed by either the Jackson County or Josephine County Community Connections Committee. The applicant must fill out an application form and provide supporting documents or event materials. To be selected, the organization must meet the following criteria: 1)the grant must support strategic initiatives, 2)it must have a direct impact on the healthcare of the community, 3)the organization must be a not-for-profit health, human services, or education related organization, 4)the organization collaborates with other not-for-profit organizations and, 5)the grant must be a relation building opportunity. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott Kelly | ||||||||||||||
| President & CEO | $848,206 | $0 | $202,033 | $0 | $731 | $0 | $16,800 | $0 | $14,690 | $0 | $1,082,460 | $0 | $0 | $0 |
| Greg Wojtal | ||||||||||||||
| CAFO | $517,632 | $0 | $113,603 | $0 | $41,692 | $0 | $16,800 | $0 | $21,148 | $0 | $710,875 | $0 | $0 | $0 |
| Mick Zdeblick | ||||||||||||||
| RRMC CEO | $503,475 | $0 | $110,818 | $0 | $19,000 | $0 | $16,800 | $0 | $23,953 | $0 | $674,046 | $0 | $0 | $0 |
| James Grebosky | ||||||||||||||
| Chief Qual&Safe Officer | $471,328 | $0 | $106,748 | $0 | $19,000 | $0 | $16,800 | $0 | $28,364 | $0 | $642,240 | $0 | $0 | $0 |
| Lee Milligan MD | ||||||||||||||
| Chf Info Officer | $451,660 | $0 | $91,260 | $0 | $19,000 | $0 | $16,800 | $0 | $25,585 | $0 | $604,305 | $0 | $0 | $0 |
| Win Howard | ||||||||||||||
| TRMC CEO | $422,662 | $0 | $95,787 | $0 | $19,000 | $0 | $16,800 | $0 | $31,099 | $0 | $585,348 | $0 | $0 | $0 |
| Roy Vinyard | ||||||||||||||
| Former President&CEO-term 1/5/19 | $229,871 | $0 | $282,174 | $0 | $0 | $0 | $16,800 | $0 | $31,016 | $0 | $559,861 | $0 | $0 | $0 |
| Paul Macuga | ||||||||||||||
| Chief People Officer | $85,935 | $0 | $69,434 | $0 | $327,184 | $0 | $9,405 | $0 | $6,130 | $0 | $498,088 | $0 | $0 | $0 |
| Dennie Conrad | ||||||||||||||
| Chief Strategy Officer | $356,597 | $0 | $83,786 | $0 | $34,581 | $0 | $16,800 | $0 | $23,050 | $0 | $514,814 | $0 | $0 | $0 |
| Michael McCaskill | ||||||||||||||
| Medical Doctor | $448,526 | $0 | $20,700 | $0 | $0 | $0 | $16,800 | $0 | $17,731 | $0 | $503,757 | $0 | $0 | $0 |
| Eric Loeliger MD | ||||||||||||||
| VP Medical Affairs - TR | $359,219 | $0 | $47,486 | $0 | $19,000 | $0 | $16,800 | $0 | $30,092 | $0 | $472,597 | $0 | $0 | $0 |
| Sheila Clough | ||||||||||||||
| ACH CEO | $330,471 | $0 | $76,177 | $0 | $19,000 | $0 | $16,800 | $0 | $26,439 | $0 | $468,887 | $0 | $0 | $0 |
| Courtney Wilson MD | ||||||||||||||
| Medical Doctor | $399,622 | $0 | $25,355 | $0 | $0 | $0 | $16,800 | $0 | $29,454 | $0 | $471,231 | $0 | $0 | $0 |
| Kristen Roy | ||||||||||||||
| VP Legal Office | $324,515 | $0 | $49,033 | $0 | $19,000 | $0 | $16,800 | $0 | $12,639 | $0 | $421,987 | $0 | $0 | $0 |
| Chris David MD | ||||||||||||||
| Medical Doctor | $378,167 | $0 | $8,383 | $0 | $0 | $0 | $16,800 | $0 | $29,864 | $0 | $433,214 | $0 | $0 | $0 |
| Mark Hetz | ||||||||||||||
| Ch Info Officer | $50,549 | $0 | $74,929 | $0 | $255,342 | $0 | $6,449 | $0 | $2,604 | $0 | $389,873 | $0 | $0 | $0 |
| Janet Eoff MD | ||||||||||||||
| Medical Doctor | $363,150 | $0 | $14,300 | $0 | $0 | $0 | $16,800 | $0 | $23,976 | $0 | $418,226 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The salary range of the executive staff is set by the Asante Compensation committee and is approved by the Asante Board of Directors on an annual basis. However, Roy Vinyard, the CEO/Executive Director of Asante has his salary determined by independant compensation consultants, written employment contracts, and a compensation survey and study. His final salary must be approved by the Asante board of directors. |
| Part I, Lines 4a-b | Asante made severance payments to former officers Paul Macuga and Mark Hetz during the tax year 2019. Asante has an executive restoration plan which includes Asante VP& CIO Lee Milligan, MD, ARRMC CEO Scott Kelly, ATRMC CEO Win Howard, AACH CEO Sheila Clough, Chief Quality and Safety Officer James Grebosky, MD, VP of Medical Affairs Eric Loeliger, MD, and CSO Dennie Conrad. This plan states fixed payments will be received at pre-determined intervals from Asante if still employed by Asante in their current roll at the time of vesting. If employment terminates by Asante for any reason prior to vesting, they will not have claim to the funds. Select executives agreed to participate in CAP-EX in place of a traditional SERP. See Schedule L, Part V, for a broader description. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hospital Facilities Authority of the City of Medford Oregon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521378932 | BondIssuerEIN |
| CUSIP | 794458FX2 | CUSIPNum |
| Bond Issued | 2020-07-21 | BondIssuedDt |
| Issue Price | $524,570,640 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $524,572,269 | TotalProceedsAmt |
| Credit Enhancement | $1,923,423 | CreditEnhancementAmt |
| Capital Expenditures | $30,363,016 | CapitalExpendituresAmt |
| Other Spent Proceeds | $208,410,890 | OtherSpentProceedsAmt |
| Unspent | $283,874,940 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00100 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00100 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I(f) | The bonds were issued to pay costs of improvements to the Borrower's hospital facilities, and current refund a portion of the Issuer's outstanding Hospital Revenue Bonds, Series 2005A originally issued on November 17, 2005, a portion of the Issuer's Hospital Revenue Refunding Bonds, Series 2010 originally issued on February 17, 2010 and all of the Issuer's Hospital Revenue Bonds, Series 2002B originally issued on February 5, 2002. |
| Part II, Line 3 | The amount differs from the Issue Price in Part I (e) due to interest earnings on invested proceeds. |
| Part III, Line 7 | As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security test with respect to the bonds, as the level of use and/or unrelated trade or business reported in Part III, Line 6, is not in excess of amounts permitted under Section 145 of the Code. |
| Part IV, Line 2(b) | The refunding portion of Bonds has met the 6-month expenditure exception to rebate. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roy Vinyard | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Asante CEO | RelationshipWithOrgTxt |
| Loan Purpose | See Part V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $3,000,000 | OriginalPrincipalAmt |
| Balance Due | $5,020,662 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,020,662 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L Part II | FormAndLineReferenceDesc |
| Explanation | The EO provides supplemental retirement benefits through an alternative funding arrangement the IRS calls "collateral assignment split dollar" (CASD). Although the IRS requires reporting in the loan section ofSchedule L, CASD is not an actual loan--no funds are transferred to the executive. Rather, the "loan" treatment applies because after the executive has received retirement benefits, the EO recovers all of its outlays plus interest.The recovery right is a key advantage of CASD for the EO. Rather than paying retirement benefits to the executive that would never be recovered, under CASD the EO recovers not only its outlays, but also considerationfor the time value of money.CASD works as follows. The EO deposits funds into a cash value life insurance policy on the executive's life. During life, to the extent the executive fulfills service and vesting requirements, the executive can borrowagainst values in the policy to supplement retirement income. Policy performance is closely monitored. If policy performance lags, the executive's borrowing rights are reduced to protect the EO's recoveryrights.At the executive's death, the policy death proceeds are first used to repay the EO its deposits plus compounded interest (at the IRS long-term applicable federal rate). The executive's beneficiary then receivesany projected retirement borrowing the executive did not access during life. Any remaining death proceeds are available to be paid to the executive's beneficiary. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Policy Summary: The federal Forms 990 and 990-T are federally mandated legal documents that are highly regulated. Within Asante, they are to be prepared by personnel in the Accounting Department. Additional assistance will be provided by personnel in the Marketing, Compliance, and Executive departments. Before final submission of the documents, they are reviewed by the Manager of Finance, Director of Finance and CFO. After submission the final returns are presented to the Asante Board of Directors. Policy Details: 1. When final audited financial information is available, Accounting personnel will compile the needed information to prepare the appropriate returns for the prior fiscal year. 2. As needed, Accounting will file all appropriate extensions on a timely basis. However, the final submission can never be extended past August 15th of the year following the fiscal year being filed. 3. In addition to normal preparation, Accounting personnel will coordinate with personnel in Marketing, Compliance, and possibly the Executive departments in preparing the various schedules needed to complete the return. All work papers are to be retained in a permanent file. 4. When all necessary information has been compiled, it is to be loaded into appropriate tax software. 5. When completed, a draft return will be reviewed by the Chief Administrative and Finance Officer. After the review, Accounting will clear all review notes and comments. 6. Once reviewed by the CAFO, an additional review will be performed by an outside CPA firm. Accounting will again clear any additional review notes and comments submitted by the outside CPA. 7. Once all reviews and corrections are made, the CAFO will sign all appropriate returns for filing. 8. All returns will then be filed either electronically or paper copy with the appropriate government agency. A copy of each return is to be kept in the Accounting department and a copy of the 990 and 990-T will be kept at corporate headquarters for public display and copying, as requested. 9. The Chief Executive Officer and members of the Board of Directors will look over the final set of returns and make further comments and corrections, as is appropriate. |
| Form 990, Part VI, Section B, line 12c | Each year, Asante mails to all Asante Management, key employees, and Board Members a Conflict of Interest Questionaire to comply with Asante's Conflict of Interest Policy# 400-LD-034 and 036. The purpose of the policy is to protect Asante's interests when it is contemplating entering into a transaction or arrangement that might benefit the private interests of a Board member or officer of the corporation. In addition, all Asante employees have an obligation to disclose conflicts of interest or potential conflicts to their supervisor. The Corporate Compliance Officer is responsible for administering, monitoring, and investigating any possible conflicts and make an annual report to the Board of Directors. |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee of the Board of Directors annually reviews the compensation of the CEO and other key employees. The review compares the compensation of the CEO and other key employees with compensation data for job incumbents in comparable positions at other healthcare organizations of similar size and scope. At least every two years, the review is conducted and presented to the Compensation Committee by an outside consultant, chosen by the compensation committee. On alternate years, the general market movement is considered and the review is completed and presented by the VP of Human Resources. The Compensation Committee sets the actual annual cash compensation for the CEO and salary ranges for the other key employees. The Committee also sets total compensation opportunity for the CEO and each of the key employees, consistent with the executive compensation philosophy. Minutes of the Committee deliberations and decisions are recorded and maintained. The most recent executive compensation review by an outside consultant was completed in 2019, the VP of HR provided the update recommendations in 2020. |
| Form 990, Part VI, Section C, line 19 | Currently, Asante does not make available to the general public copies of its governing documents, conflict of interest policy, or its financial statements. |
| Form 990, Part XI, line 9: | Dissolution of JV-Siskiyou Imaging -126,626. Donated Capital 265,029. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Asante Ashland Community Hospital | |||||||||
| 280 Maple St | Ashland | OR | 97520 | 815427847 | Medical Billing | OR | $65,842,805 | $38,960,833 | Asante |
| Asante Three Rivers Medical Center LLC | |||||||||
| 500 SW Ramsey | Grants Pass | OR | 97527 | 571181758 | Medical Billing | OR | $192,026,413 | $81,384,608 | Asante |
| Asante Community Services LLC | |||||||||
| 2650 Siskiyou Blvd | Medford | OR | 97504 | 571181752 | Medical Billing | OR | $0 | $0 | Asante |
| Health Alliance of Southern Oregon | |||||||||
| 2620 E Barnett | Medford | OR | 97504 | 371768822 | Manage/Improve Population Health | OR | $547,691 | $123,437 | asante |
| Southern Oregon Trauma and Emergency Services | |||||||||
| 2650 Siskiyou Blvd | Medford | OR | 97504 | 542085981 | Medical Billing | OR | $246,423 | -$1,422,744 | Asante |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Asante Foundation | ||||||||||
| 2650 Siskiyou Blvd | Medford | OR | 97504 | 936087366 | Fundraising | OR | 501(C)(3) | Line 12b, II | Asante | Yes (1) |
| Southern Oregon Insurance Company | ||||||||||
| 745 Fort Street Suite 800 | Honolulu | HI | 96813 | 201578637 | Captive Insurance | HI | 501(C)(3) | Line 12b, II | Asante | Yes (1) |
| Asante Physician Partners | ||||||||||
| 2650 Siskiyou Blvd | Medford | OR | 97504 | 383849354 | Physician Group | OR | 501(C)(3) | Line 3 | Asante | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Asante Foundation | ||
| C | $994,492 | cash |
| Asante Foundation | ||
| O | $985,457 | cash |
| APP | ||
| O | $64,608,975 | cash |
| SOII | ||
| P | $1,846,134 | cash |