2020-06-02T18:17:00-07:00 2019-06-30 990 2018-07-01 742044647 NATIONAL JEWISH HEALTH NATI 3033884461 1400 JACKSON STREET DENVER CO 80206 Christine Forkner Chief Financial Officer 3033981004 2020-06-02 205.143.248.245 2018 2021-01-29 14:40:06Z Christine Forkner 1400 Jackson Street Denver CO 80206 326863373 0 X www.njhealth.org X 1978 CO National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 44 43 2071 157 4759037 262278 87678538 96842809 184125398 192033726 7979445 10062746 -1525234 -737241 278258147 298202040 0 0 0 0 159051643 165637423 369443 300840 9025929 102011938 118171664 261433024 284109927 16825123 14092113 301872000 304229000 88079000 77425000 213793000 226804000 National Jewish Health's mission since 1899 is to heal, discover and educate as a preeminent healthcare institution. We serve by providing the best integrated and innovative care for patients and their families; by understanding and finding cures for the diseases we research; and, by educating and training the next generation of healthcare professionals to be leaders in medicine and science. 0 0 180150395 175752640 National Jewish Health is a nationally recognized, academic medical center with specialized expertise in the evaluation and management of respiratory, cardiac, allergic and immunologic diseases. National Jewish serves as a referral center for patients across the United States, particularly for those patients with diseases that are exceptionally difficult to diagnose and/or treat. National Jewish provides care to adult and pediatric patients on both an inpatient and outpatient basis and offers a comprehensive spectrum of clinical services. Clinical services include but are not limited to: pulmonary, critical care and sleep medicine, allergy/immunology, occupational and environmental health sciences, cardiology, pulmonary hypertension, rheumatology, gastroenterology, infectious disease and mycobacterial infections, cystic fibrosis, neurology, neuromuscular medicine and ALS, thoracic surgery, otolaryngology and oncology. In the fiscal year ended June 30, 2019, National Jewish Health provided over 110,000 outpatient visits. Additionally, our physicians provided over 23,790 inpatient encounters, primarily critical care services, pulmonary consultative service and hospitalist services, at multiple facilities across metropolitan Denver, including the National Jewish Health main campus. Our patients come from virtually every state from across the United States, with residents from our Colorado community constituting the largest single group. National Jewish Health was founded under the motto, "none May enter who can pay; None can pay who enter." While today, National Jewish Health accepts paying patients, we still provide significant amounts of charity care and offer all appointments on a first come, first serve basis regardless of the ability to pay. National Jewish Health also provides 340b drugs to our patients at a lower cost through pharmacy retail stores. National Jewish Health has partnered with a local hospital to provide a combined state of the art Outpatient Clinic and Inpatient care setting. 53248874 2987930 National Jewish Health receives various types of grants. In addition to the above, National Jewish Health received $47,661,268 of funding through grants which are included on Part VIII (revenues), line 1e. This includes NIH grants of $39,246,338. National Jewish Health conducts extensive basic, translational and clinical biomedical research. In addition to translational research programs in its areas of clinical specialties, National Jewish Health conducts research in basic immunology, genetics, proteomics, cell biology, signal transduction, structural biology, cancer biology, and oxidant biology. Research activities have resulted in a number of scientific discoveries that have improved care for patients worldwide. National Jewish played an important role in the unveiling of a promising 3 drug therapy for Cystic Fibrosis Patients. This new therapy could benefit 90% of patients with the disease. Funds for National Jewish Health's biomedical research are provided by grants from private and governmental agencies which include the National Institutes of Health (NIH), the Department of Defense (DOD), National Science Foundation (NSF); and charitable contributions. 9704234 744756 National Jewish Health is the nation's largest nonprofit provider of phone-based commercial tobacco cessation services, delivering evidence-based, personalized telephone and online coaching programs in 18 states and for more than 150 health plans, employer groups, and wellness companies. The state grant contract revenue of $13,285,514 is included in Part VIII line 1e, while the rest of the revenue is reported above. Since the development of our Quitline program in 2002, we have assisted more than 1.5 million people with their quit attempts. We leverage emerging research and some of the industry's most prominent thinkers to continually adapt and improve our program in order to meet the needs of our clients and participants. The Quitline program follows the best practices and industry standards published by the Centers for Disease Control and Prevention (CDC) and North American Quitline Consortium (NAQC). Our protocols are research- and evidence-based. The Quitline is staffed by more than 100 professionals who are devoted to commercial tobacco use prevention and cessation. Our Tobacco Cessation Coaches (Coaches) undergo rigorous training that enables them to tailor their coaching services based on participant needs using our proven-successful coaching model. For each person who reaches out to the quitline for help, we immediately engage them in their quit journey to foster success, and our results demonstrate our proven track record. Our surveys, conducted by an independent third party, show that individuals who receive our evidence-based coaching services and use cessation medications have a 39% long-term quit rate-one of the best quit rates in the nation. 5723010 7675542 National Jewish Health provides other programs such as professional education for medical professionals, specialized physician services to local hospitals, and shares its expertise regarding specialized diagnostic techniques and treatment protocols with two other hospital's respiratory institutes. National Jewish Health also provides a school on campus for chronically ill children, with the goal to help get the students back on track and to teach them how to manage their illness so they can move back into the regular school system. 5723010 0 7675542 248826513 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 1 353 0 1 2071 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 44 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AR CA FL GA IL KS KY MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X Christine K Forkner 3033884461 1400 JACKSON STREET DENVER CO 80206 Jandel Allen-Davis MD Member, BOD 2 0 X 0 0 0 Sue Allon Member, BOD 2 0 X 0 0 0 Steve Arent Lifetime Member, BOD 0 0 X 0 0 0 Richard Baer Member, BOD 2 0 X 0 0 0 Geoffrey Barker Member, BOD 2 0 X 0 0 0 Jim Berenbaum Member, BOD 2 0 X 0 0 0 Norman Brownstein Member, BOD 2 0 X 0 0 0 Robin Chotin Vice Chair and Secretary, BOD 2 0 X 0 0 0 Warren Cohen Member, BOD 2 0 X 0 0 0 Stanton Dodge Member, BOD 2 0 X 0 0 0 David Engleberg Member, BOD 2 0 X 0 0 0 Brad Farber Member, BOD 2 0 X 0 0 0 Daniel Feiner Member, BOD 2 0 X 0 0 0 Michael Feiner Member, BOD 2 0 X 0 0 0 Thomas Gart Member, BOD 2 0 X 0 0 0 Lawrence Gelfond Lifetime Member, BOD 2 0 X 0 0 0 Roger Gibson Member, BOD 2 0 X 0 0 0 Stephen Glauser Member, BOD 2 0 X 0 0 0 Robin Hickenlooper Member, BOD 2 0 X 0 0 0 A Barry Hirschfeld Member, BOD 2 0 X 0 0 0 Lydia Jumonville Member, BOD 2 0 X 0 0 0 Lewis Kling Member, BOD 2 2 X 0 0 0 Steven Kris Member, BOD 2 0 X 0 0 0 Jim Kuhn Member, BOD 2 0 X 0 0 0 Bradley Levin Member, BOD 2 0 X 0 0 0 Connie G McArthur Member, BOD 2 0 X 0 0 0 Bonnie Mandarich Member, BOD 2 0 X 0 0 0 Marvin Moskowitz Member, BOD 2 0 X 0 0 0 Brian Parks Member, BOD 2 0 X 0 0 0 Kathryn A Paul Member, BOD 2 0 X 0 0 0 John Reilly MD Member, BOD 2 0 X 0 0 0 Blair Richardson Chair, BOD 2 0 X 0 0 0 Eddie A Robinson Lifetime Member, BOD 2 0 X 0 0 0 Meyer M Saltzman Lifetime Member, BOD 3 0 X 0 0 0 Richard Schierburg Member, BOD 2 0 X 0 0 0 Michael K Schonbrun Member, BOD 2 0 X 0 0 0 Martin Semple Member, BOD 2 0 X 0 0 0 Donald Silversmith Vice Chair, BOD 2 0 X 0 0 0 Marc D Steron Member, BOD 2 0 X 0 0 0 Burton Tansky Member, BOD 2 0 X 0 0 0 Debra Tuchman Member, BOD 2 0 X 0 0 0 Daniel Yohannes Member, BOD 2 0 X 0 0 0 Evan H Zucker Vice Chair, BOD 2 0 X 0 0 0 Michael Salem MD President and CEO, BOD member 50 0 X X 1619294 0 0 Christine K Forkner EVP and CFO, Ass't Treasurer 50.00 0 X 508353 0 0 Greg Downey MD EVP Academic Affairs 50 0 X 806805 0 0 Richard Martin MD Chairman, Department of Medicine 50 0 X 547094 0 0 Pamela L Zeitlin MD Chairman, Department of Pediatrics 50 0 X 517025 0 0 Lisa Tadiri VP Development 50 0 X 359989 0 0 Irina Petrache MD Division Chair Pulmonology / Professor 50 0 X 392180 0 0 Debra Dyer MD Chair Dept of Radiology 50 0 X 359737 0 0 Ron Berge EVP and COO 50.00 0 X 420203 0 0 Steven Frankel MD Chief Medical Officer 50 0 X 401750 0 0 Philippa Marrack Phd Chair Dept. of Biomedical Research 50 0 X 303729 0 0 Robert S Kantor MD Sr MD/Faculty Member/ 50 0 X 480219 0 0 Raphael Sung Asst Professor/Track II 50 0 X 462721 0 0 Andrew Freeman MD Faculty Member 50 0 X 455550 0 0 Christopher B Jones MD Faculty Member 50 0 X 436135 0 0 William E Lee MD Faculty Member/ 50 0 X 425487 0 0 Erwin Gelfand Former Chair Dept of Pediatrics (former Key Employee) 50 0 X 250131 0 0 8746402 0 0 344 1 1 1 Dimassimo 220 E 23rd Street 2nd Floor New York NY 10010 Advertising and Professional Fees 2203123 Siemens Medical Solutions USA Inc 51 Valley Stream Pkwy Malvern PA 19355 Equipment Maintenance Contract 1023832 HSS MAIN PO BOX 17033 Denver CO 80217 Security Support 867767 ARUP Laboratories MAIN PO Box 27964 Salt Lake City UT 84127 Lab Services 848779 Mindset Direct 12110 Sunset Hills Rd 600 Reston VA 20190 Fundraising Servicses 612348 36 67652 0 5990819 0 60946782 29837556 3056144 96842809 Clinical Inpatient and Outpatient 622000 180025336 175752640 4272696 0 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497343 909687 262278 3895068 6088318 1145265 1474116 720398 1243015 10671112 448199723 186603756 0.92397 0.88024 X Schedule A, Part II, Line 10 National Jewish Health a 170(b)(1)(A)(iii) organization and 501(c)3 is not required to complete this portion of Schedule A. National Jewish is voluntarily completing the schedule in order to qualify for Special Rule Reporting regarding Schedule B. As such National Jewish will be required to report contributions over 2% of total contributions for FY19 (Part VIII line 1) on Part B. There were no contributions over this minimum requirement - so Schedule B is not necessary for FY19. 0 0 0 0 0 0 1 154123 0 0 154123 0 Schedule C, Part II-B, Line 1 Schedule C, Part II-B, Line 1 - National Jewish Health is continually expanding its research programs. To assist in this goal, representatives of National Jewish Health identify potential sources of funding, then market and promote National Jewish Health research scientists and programs as worthy recipients of these funds. The marketing efforts, both state and nationwide, can include working with the various congressional representatives and agencies that oversee research funding and the great request process. National Jewish Health also uses lobbyists to lobby congressional representatives on healthcare issues with impact on the health care of our patients. National Jewish Health is a member of the Colorado Hospital Association (CHA) who represents over 100 hospitals and health systems throughout Colorado. As a member, National Jewish Health benefits from CHA's many resources and from their advocacy and representation at the state and federal level. National Jewish Health is also a member of the American Hospital Association (AHA) who serves as an advocate for its' members and acts as a conduit through which hospitals share best practices. 105021560 3969462 4457130 0 3298900 0 110149252 101232000 9107000 5983000 0 11301000 0 105021000 90198000 10875000 10448000 0 10289000 0 101232000 89280000 6715000 -2154000 0 3643000 0 90198000 87965000 6187000 -856000 0 4016000 0 89280000 0.45886 0.51951 0.02163 0 0 0 13053000 13053000 0 102278000 57305000 44973000 0 0 0 0 0 77667000 64348000 13319000 0 538000 96000 442000 71787000 Current Assets - Other 14460000 Contribution Receivable Under Unitrust Rec. 1649000 Other 1576000 17685000 0 Liability Under Annuity Contracts 9091000 Liability Under Unitrust Agreements 1673000 Estimated 3rd party Payor Settlements 2807000 13571000 296634386 -1081000 0 0 0 -1081000 297715386 486654 0 486654 298202040 283623273 0 0 0 0 0 283623273 486654 0 486654 284109927 Schedule D, Part V, Line 4 National Jewish Health Endowment funds are used to support our mission. Many funds are restricted by the donor for purposes such as immunology research, indigent care, fellowships and faculty support. Unrestricted funds are used for the area of greatest need as established by the Board of Directors. X X X X X X X 1 Mindset Direct 12110 Sunset Hills Rd Suite 600 Reston VA 20190 MINDSet Direct provided account strategy and production management services for the fiscal year ended June 30, 2019. Additional Fundraising expenses are paid to MINDSet Direct for printing, postage, letter shop work, etc. based on the contract terms. These fees totaled $682,020 for the same period and were listed separately on each invoice. 0 1814209 300840 1513369 1814209 300840 1513369 AK AL AR CA CO CT FL GA IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV Beaux Art Ball 2092288 1938688 153600 0 0 125836 216147 109700 206231 NY Real Estate 1790077 1620827 169250 0 0 45083 187991 67500 207325 18 2934935 2427286 507649 0 0 189090 490976 147041 392835 6817300 5986801 830499 0 0 360009 895114 324241 806391 2385755 -1555256 1 1 0 1 X 1 1 0 1 1 72218 0 72218 0.0003 29283882 24675614 4608268 0.0196 1286350 261867 1024483 0.0036 0 0 30642450 24937481 5704969 0.0235 2885899 875598 2010301 0.0071 3444445 0 3444445 0.0121 4691213 2178662 2512551 0.0088 76492484 52936801 23555682 0.0829 68293 0 68293 0.0002 0 0 87582334 55991061 31591272 0.1111 0 0 118224784 80928542 37296241 0.1346 1 1832648 0 36295610 64405055 -28109445 X 1 1 1 1 National Jewish Health 1400 Jackson Street Denver CO 80206 www.njhealth.org 0104MU X X X National Jewish Health 1 0 0 1 X X X X X X X X X 19 1 0 0 1 X https://www.njhealth.org/NJH/media/pdf/2016-Community-Health-Needs-Assessment.pdf 1 19 1 https://www.njhealth.org/NJH/media/pdf/2016-Community-Health-Needs-Assessment.pdf 0 0 1 X 0 400 X X X X X 0 1 X X X 1 X www.njhealth.org X www.njhealth.org X www.njhealth.org X X X X X X X 1 X 0 X X X X 0 X X 0 0 Schedule H, Part V, Section B, Line 5-National Jewish Health National Jewish Health joined with Saint Joseph Hospital and the Denver Department of Public Health and Environment to conduct two focus groups of community stakeholders to provide input on the CHNA process. The first was held at Metro Caring with participants recruited by Metro Caring staff through their day-to-day operations. The second group was held at Saint Joseph Hospital, with community members recruited through a Saint Joseph Hospital satellite clinic primarily serving low-income expectant mothers and their families and were primarily of Hispanic origin. The following organizations were also surveyed: Every Child Pediatrics, Denver Health Community Health Clinics- Family Medicine and Pediatrics, 2040 Partners for Health, Clinica Tepeyac, STRIDE Community Health Center, and Salud Family Health Centers Schedule H, Part V, Section B, Line 11-National Jewish Health National Jewish Health's leadership has chosen to direct its time, resources, and extraordinary expertise to address these specific areas: Pediatric Asthma, Education, and Access to Specialty Care. National Jewish is addressing Pediatric Asthma through extending hours into evenings and Saturdays, adding more faculty and staff to care for more children, and adding more locations in Denver and beyond. National Jewish is providing education to patients and their families on how to manage asthma and other respiratory diseases through providing active training programs to health care professionals, expanding access to patient education classes and support groups, increasing resources available at the onsite and online library which contains 200MedFacts, TestFacts, and instructional videos on topics such as inhaler technique and "What is COPD?". National Jewish also operates a free K-8 school for up to 90 chronically ill children on the organization's main campus. The school teaches predominantly low-income and minority students on how to manage their diseases, provides onsite highly skilled health care professionals to provide a safe learning environment, while the students fully participate in academic studies while catching up on lost ground due to absences caused by asthma and other chronic diseases. National Jewish is addressing Access to Specialty Care by participating in constructing a five-story Center for Outpatient Health, changing to Epic for electronic health records, planning to purchase a new audiovisual system to facilitate more effective delivery of education internally and to collaborate with external institutions. National Jewish is also developing a program for amyotrophic lateral sclerosis patients and expanding both its pulmonary hypertension and scleroderma programs. Schedule H, Part V, Section B, Line 14-National Jewish Health Schedule H, Part V, Section B, Line 14 - National Jewish Health - National Jewish Health's full and plain language FAP includes the items used for eligibility criteria - Federal Poverty Guidelines and liquid assets. The result of the formula "Liquid Assets (less a $2,500 allowance per family member) at a minimum of -0- + annualized income - annualized medical expenses (including health insurance premiums) "is compared to the FPG levels to determine the discount % allowed. The chart is included with the FAP plan summary on the National Jewish Health website (njhealth.org). This discount % is applied to the self-pay portion of the charges and that amount is deducted from the patient balance. Schedule H, Part V, Section B, Line 16g-National Jewish Health National Jewish Health - When patients inquire about financial assistance at various admission locations, the personnel refer them to the Financial Counselor's Office in the main admissions area. The counselors discuss the various assistance programs (including Medicaid, CICP, and the National Jewish Financial Assistance Program), pre-screen patients, and help them prepare applications. National Jewish Health FAP plain language paper copies are located in the Financial Counselor's office. Phone numbers and the url to the website are on the patient private pay bills and signs are displayed in the admission area. Schedule H, Part V, Section B, Line 16j-National Jewish Health Schedule H, Part V, Section B, line 16j - National Jewish Health - National Jewish Health physicians provide care at safety net clinics throughout the area and ensure these clinics are aware of the assistance National Jewish Health provides. Through a grant with the Kaiser Foundation, National Jewish Health partnered with safety net providers to improve respiratory care for medically indigent patients and, through coordinators, worked with our safety-net partners to coordinate financial assistance and medial care for this population. National Jewish Health is also one of a handful of metro-area hospitals who participate in the Colorado Indigent Care Program. 2 National Jewish Health South Denver 499 East Hampden Ave Suite 300 Englewood CO 80113 Adult Speciality Outpatient Clinic National Jewish Health Highlands Ranch 8671 South Quebec Street Suite 120 Highlands Ranch CO 80130 Adult and Pediatric Speciality Outpatient Clincic Schedule H, Part I, Line 3c National Jewish Health is a voluntary participant in the Colorado Indigent Care Program (CICP) and has modeled their Financial Assistance Policy after the program. Pursuant to CICP guidelines, patients pay a minimal co-pay for care. National Jewish Health believe charging a minimal co-pay causes patients to be a full participant in their healthcare plan. For the National Jewish Health Financial Assistance program (FAP) National Jewish Health reviews income and liquid asset levels to determine patient financial need and discounts. Liquid assets (less an allowance based on family size) are added to annualized income (less annual medical expenses) to compare to the FPG. Through this formula National Jewish Health takes into account medical indigence. Schedule H, Part I, Line 7 National Jewish Health conducts an annual study to determine the costs of all major programs. Through this study, which allocated specific costs across major programs, we determine the cost of clinical care. This ratio is multiplied by the total bad debt charges to determine cost. It is the same methodology used to determine cost of free and reduced care. National Jewish Health classifies accounts as bad debt at the end of the collection cycle once contractual adjustments, financial assistance, and payments have been applied. An account is considered bad debt after all reasonable collection efforts have been made. Schedule H, Part III, Section A, Line 4 With FASB new revenue recognition 605 and 606, revenue is recorded net of price concessions, including bad debt. Bad debt is not reported on the financial statements, except when financial positions change for patients after their date of service. Financial Bad Debt was -0- for FY19, so as such there was no footnote. Schedule H, Part III, Section B, Line 8 National Jewish Health is committed to providing specialty care to seniors. Patients benefit from extensive time with their healthcare providers, multi-specialty care focused on the whole patient, comprehensive patient education, rehabilitation and thorough diagnostic work-ups and treatments. This care is expensive and many aspects of it are not reimbursed adequately from Medicare. Many patients come to us as a last resort. The ability to access our care without regard to the limitations of insurance is an important benefit to these patients and to their community. Schedule H, Part III, Section C, Line 9b Schedule H, Part III, Section C, Line 9b - National Jewish Health screens for financial assistance policy (FAP) eligibility for 240 days after the first self-pay balance statement. During the first 120 days National Jewish Health collects on all accounts (excluding extraordinary collection practices) - until a patient applies for financial assistance. If they are found eligible, the discount is calculated and applied, the balance due is determined and normal collection practices resume for the remaining balance. During the last 120 days, if a patient applies for National Jewish Health financial assistance, all collection efforts (including any extraordinary collection practices) are suspended. If the patient is determined to be FAP eligible, any extraordinary collection efforts are reversed, the discount is calculated and applied, the balance due calculated, and normal collection efforts are resumed for this balance. Schedule H, Part VI, Line 2 National Jewish Health scrutinized published health data, held community input sessions, surveyed community health providers and consulted with our own faculty, who have extensive contacts and experience with the community, to understand the outstanding health needs of residents in our community. Schedule H, Part VI, Line 3 National Jewish Health maintains a financial counseling department designed to help patients obtain needed assistance. The counselors inquire about financial need and educate patients on the various assistance programs available to them, including National Jewish's own financial assistance program and the Colorado Indigent Care Program. The counselors are available to assist patients in applying for need based on programs and in establishing payment plans and options. Schedule H, Part VI, Line 4 As a specialty hospital, National Jewish Health serves a community defined both by geography and by disease. The community was determined primarily by the locations our patients came from and what types of illnesses have been treated. The main National Jewish health campus is located in central Denver at 1400 Jackson St. As a nationally recognized specialty care center for respiratory immune and related diseases, National Jewish Health serves both a local and national community. As a specialty hospital focused on respiratory, immune, and related diseases, National Jewish Health serves a community defined by those diseases. Asthma represents the most common diagnosis among our patients, accounting for about 14,000 patient encounters. Chronic Obstructive Pulmonary Disease, COPD, represents the second most common diagnosis, accounting for about 6,500 patient encounters. Cough,shortness of breath, pulmonary fibrosis, allergic rhinitis, food allergy, and rheumatoid arthritis are other common diagnosis. We also treatpatients with food allergies, mycobacterium infections, bronchiectasis, cystic fibrosis, lung cancer, and other respiratory and immune diseases. Tobacco use contributes to many respiratory diseases, especially lung cancer and chronic obstructive pulmonary disease. Thus,tobacco addiction is an important contributor to the disease burden of our patients. National Jewish Health operates tobacco cessation programs for the Denver community and 16 other states. Schedule H, Part VI, Line 5 National Jewish Health invest significant resource in meeting the healthcare needs of our community. Since our founding over 120 years ago, when National Jewish Health was a free hospital for the care of indigent TB patients, National Jewish Health has been committed to meeting the medial needs of the under served in the community. National Jewish Health is only one of a handful of outpatient clinics in the area that schedules patients for services on a first come, first served basis regardless of ability to pay. All patients are provided a full scope of diagnostic and therapeutic services without regard to the patient's financial need. Our clinicians serve at multiple locations throughout the state in order to ease access to our services. As a teaching institution, our faculty educates and trainstomorrow's doctors, nurses, and other healthcare staff. Every year, National Jewish Health spends millions of dollars to conduct the fullcontinuum of research from basic science to clinical application. National Jewish Health operates a K-8 school on our campus exclusively for chronically ill children with special medical needs. To our knowledge, it is the only school of its kind on a healthcare campus in thecountry. Overwhelmingly the students at the school live in poverty and qualify for free or reduced lunches. National Jewish Health offers free lung testing around the country. We subsidize programs throughout the community including an inner city asthma program in the Denver Public Schools, an Asthma Took Kit program for the western slope and a free asthma care and teaching program in the lower income communities of Colorado. As a not-for-profit institution our Board of Directors, all of whom are community leaders, are heavily involved in the direction and strategies of furthering our mission "to heal, to discover, and to educate". On April 8th, 2010, National Jewish Health was unanimously recognized by the Colorado House and Senate for our vital role in serving the health needs of Colorado citizens. X X X X X X 0 0 0 0 0 0 0 0 0 Michael Salem MD President and CEO, BOD member 983544 0 600000 0 35750 0 23830 0 5337 0 1648461 0 0 Christine K Forkner EVP and CFO, Ass't Treasurer 366595 0 117258 0 24500 0 23830 0 13628 0 545811 0 0 Ron Berge EVP and COO 288655 0 90440 0 41108 0 23830 0 9548 0 453581 0 0 0 Steven Frankel MD Chief Medical Officer 302637 0 81113 0 18000 0 23830 0 13628 0 439208 0 0 0 Richard Martin MD Chairman, Department of Medicine 414944 0 108150 0 24000 0 23830 0 128 0 571052 0 0 0 Pamela L Zeitlin MD Chairman, Department of Pediatrics 445355 0 47270 0 24500 0 16163 0 0 0 533288 0 0 0 Andrew Freeman MD Faculty Member 437050 0 0 0 18500 0 23830 0 13628 0 493008 0 0 0 Debra Dyer MD Chair Dept of Radiology 335237 0 0 0 24500 0 23830 0 12608 0 396175 0 0 0 Lisa Tadiri VP Development 273395 0 62094 0 24500 0 23830 0 13628 0 397447 0 0 0 Erwin Gelfand Former Chair Dept of Pediatrics 228065 0 0 0 22066 0 21128 0 128 0 271387 0 0 0 Robert S Kantor MD Sr MD/Faculty Member/ 251854 0 51875 0 0 0 23830 0 0 0 327559 0 0 0 Greg Downey MD EVP Academic Affairs 584321 0 182500 0 39984 0 23830 0 9548 0 840183 0 0 0 Robert S Kantor MD Sr MD/Faculty Member/ 438219 0 0 0 42000 0 23830 0 0 0 504049 0 0 0 Raphael Sung Asst Professor/Track II 425761 0 0 0 36960 0 0 0 5337 0 468058 0 0 0 Christopher B Jones MD Faculty Member 417635 0 0 0 18500 0 23830 0 13628 0 473593 0 0 0 William E Lee MD Sr MD/Faculty Member/ 384987 0 0 0 23000 0 23830 0 13628 0 445445 0 0 0 Irina Petrache MD Division Chair Pulmonology / Professor 361943 0 0 0 30237 0 23830 0 0 0 416010 0 0 0 A Colorado Health Facilities Authority 840752932 196474V98 2005-01-20 13500000 Construction of a clinical and research facility 0 0 0 B Colorado Health Facilities Authority 840752932 19648AXX8 2012-03-20 28176276 Refunding of the Series 1998 and 1998B CHFA Bonds dated 4/1/98 and 11/1/98, respectively 0 0 0 A 1800800 0 13500000 782800 0 0 225000 15000 0 12447200 0 0 2007 0 0 1 1 B 0 0 28176276 2704750 0 0 466581 0 0 0 25004945 0 1 0 1 1 A 0 0 0 1 0 0.0053 0 0.0053 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 Schedule K, Part I-01/20/2005 13,500,000 Colorado Health Facilities Authority Part IV Line 2c 01/20/2005 13,500,000 Colorado Health Facilities Authority - Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on May 27, 2020, which concluded there was no arbitrage rebate liability as of January 20, 2020. The next rebate calculation date is January 20, 2025. Schedule K, Part II, Line 7-03/20/2012 28,176,276 Colorado Health Facilities Authority In March 2012, the Colorado Health Facilities Authority issued $26,790,000 aggregate principal amount of its Series 2012 Refunding revenue Bonds (the 2012 Bonds) dated March 20,2 2012. Proceeds from the 2012 Bonds were used to refund the Colorado Health Facilities Revenue Bonds Services 1998 and 1998 B. Issuance costs from the proceeds totaled $466,581. Kutak Rock Arbitrage Consulting prepared the report concerning the arbitrage rebate liability on March 24, 2017, which concluded there was no arbitrage rebate liability as of March 20, 2017. The next calculation will be March 20, 2022. Schedule K, Part III, Line 4-01/20/2005 13,500,000 Colorado Health Facilities Authority National Jewish Health's research staff periodically engages in clinical pharmaceutical studies sponsored by corporations. The average percentage of the financed property that was used in private business use by a nongovernmental entity during the year was less than one percent. None of the private business use is considered an unrelated trade or business. Mariner Kemper Former Board Member 621091 Banking Services and LOC Fees 0 Lisa Cicutto Spouse of EVP of Academic Affairs 152388 Salary 0 X 36 2619144 Fair Market Value X Auction Items Sold 333 437000 Fair Market Value 0 1 0 Schedule M, Part I, Line 9 NJH is reporting the number of contributions column (b) lines and 25 - 28. Form 990, Part VI, Section A, Line 2 The following officers, directors, trustees, or key employees have a family or business relationship with another officer, director, trustee, or key employee: Allen-Davis, Jandel - business relationship, Barker Geoff - business relationship, Brownstein, Dodge Stanton - business relationship, Feiner, Michael - business relationship, Levin, Bradly - business relationship, Paul, Kathryn-business relationship, Richardson, Blair - business relationship, and Zucker, Evan - business relationship. Form 990, Part VI, Section B, Line 11b From 990, Part VI, Section B, Line 11b - The form was prepared by the Finance staff and was reviewed by the Director of Finance, EVP/Chief Financial Officer and President/Chief Executive Officer. It was distributed to the Board of Directors prior to issuance. Board members are not required to review the form prior to filing. Form 990, Part VI, Section B, Line 12c Form 990 Part VI, Section B, Line 12c - National Jewish Health requires all employees and board members to complete a conflict of interest (COI) declaration statement annually. Each individual's COI statement is reviewed by their Director or Senior Manager. All statements with COI's are reviewed by the Chief Compliance Officer (CCO). The Chief Operating Officer (EVP) is the COO. When conflicts are present, The CCO develops a plan to either eliminate the conflict or develop a plan to manage the conflict. Conflicts involving the CEO would be taken to the Chairman of the Board for resolution. If the EVP/COO had a conflict, it would be resolved by the CEO. Board member Conflicts are reviewed by the Audit Committee. Board members with conflicts are asked to recuse themselves from any Board Deliberations,Decisions, or negotiations related to their conflict. The National Jewish Health conflict of interest policy is available on the National Jewish Health website. Form 990, Part VI, Section B, Line 15 Executive compensation decisions are made by the Compensation Committee of the Board of Directors. The committee relies on the report of an independent compensation consultant which includes independent data for similarly Qualified individuals in comparable positions at similarly situated organizations. Contemporaneous documentation is maintained on Committee deliberations and decisions. This committee met in September 2018 and decided the compensation package for the Chief Executive Officer. The Executive Vice Presidents were reviewed June 2019. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - National Jewish Health's Articles of Incorporation are available to the general public through the Colorado Secretary of State's office. The most recent audited financial statements and other financial statistics are available on the National Jewish Health website and the Municipal Market Access System (EMMA). National Jewish Health does not make its Bylaws available tothe public. The National Jewish Health conflict of interest policy is available on the National Jewish Health website. National Jewish Illiquid Asset Holding Company 1400 Jackson Street Denver CO 80206 742044647 Property Holding CO 0 0 N/A NJH SJH INC 500 Eldorado Blvd Suite 4300 Broomfield CO 80021 471194849 Support combined clinical operations CO 501(c)(3) 12a, I Sisters of Charity of Leavenworth Health System 0 MS NJH Administrative Services LLC Gustave L Levy Place New York NY 10002 Support the two related organizations in treating all forms of respiratory illness. DE 501(c)(3) 12a,I None 0 JH NJH Administrative Services LLC 834 Walnut Street Suite 650 Philadelphia PA 19107 Support the two related organizations in treating all forms of respiratory illness. DE N/A Related 0 0 0 0 0.5 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1