2020-11-13T11:25:43-06:00 2019-12-31 990 2019-01-01 470639839 NEBRASKA METHODIST HEALTH SYSTEM INC NEBR 4023544840 825 SOUTH 169TH STREET OMAHA NE 68118 JEFFREY E FRANCIS VICE PRES-FINANCE & CFO 4023544000 2020-11-13 209.126.94.0 2020-11-13 11:25:38 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 24A736F80D6090BF3D2ADAEF3894AA3D0CAD864A 2019 2021-01-29 14:40:06Z STEPHEN GOESER 825 SOUTH 169TH STREET OMAHA NE 68118 74492481 0 X WWW.BESTCARE.ORG X 1981 NE OPERATED EXCLUSIVELY FOR THE BENEFIT OF NEBRASKA METHODIST HOSPITAL & ITS RELATED ORGANIZATIONS. 14 12 913 12 1405883 0 105679 95610 65438620 68477353 7811524 1991909 1600054 1499320 74955877 72064192 235724 255986 0 0 55160908 58435180 0 0 0 14303014 13599902 69699646 72291068 5256231 -226876 835105196 973536368 95751537 99697762 739353659 873838606 X NEBRASKA METHODIST HEALTH SYSTEM IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITIES BY THE WAY WE CARE, EDUCATE AND INNOVATE. 0 0 64282451 255986 67046868 NEBRASKA METHODIST HEALTH SYSTEM SUPPORTS THE MISSION OF CARING FOR PEOPLE THROUGH THE COORDINATION OF THE METHODIST HEALTH SYSTEM FAMILY OF RELATED CORPORATIONS.TO ACHIEVE THE HIGHEST QUALITY HEALTHCARE AT THE LOWEST COST, THE NEBRASKA METHODIST HEALTH SYSTEM HAS CONSOLIDATED SEVERAL ESSENTIAL FUNCTIONS, AND, IN TURN, PROVIDES THESE SERVICES FROM A CENTRALIZED SOURCE FOR MAXIMUM EFFICIENCY TO ALL AFFILIATED PROVIDERS. THE SERVICES INCLUDE MANAGEMENT CONSULTING, FINANCE, OPERATIONS ANALYSIS, DATA PROCESSING AND HUMAN RESOURCES FUNCTIONS. 1856977 1729755 BEST CARE EAP IS A PREMIER PROVIDER OF CUSTOMIZED EMPLOYEE ASSISTANCE PROGRAMS, MANAGEMENT CONSULTATION, EMPLOYEE AND LEADERSHIP TRAINING AND DEVELOPMENT, PERFORMANCE COACHING AND WORK/LIFE SERVICES. BEST CARE EAP PARTNERS WITH ORGANIZATIONS ACROSS THE COUNTRY TO FACILITATE A HEALTHIER, MORE PRODUCTIVE WORKFORCE.THE EMPLOYEE ASSISTANCE PROGRAM (EAP) CONDUCTS CRITICAL SUPPORT ACTIVITIES FOR TRAUMATIC EVENTS SUCH AS THE DEATH OF AN EMPLOYEE, WORKPLACE ACCIDENTS, NATURAL DISASTERS AND VIOLENCE IN THE WORKPLACE. TRAUMA RESPONSE INCLUDES IMMEDIATE PHONE CONSULTATION. THE GOAL OF TRAUMA RESPONSE IS TO MINIMIZE THE DAMAGE CREATED BY THE ORDEAL AND TO SPEED THE RECOVERY PROCESS FOR PERSONNEL AND THE ORGANIZATION. EAP ALSO ASSISTS MANAGERS IN RECOGNIZING POST-TRAUMA SYMPTOMS AND PROVIDES GUIDANCE ON HOW TO REFER THE EMPLOYEE TO EAP. DURING AND AFTER, COUNSELORS WILL IDENTIFY AND REFER THOSE EMPLOYEES NEEDING FURTHER COUNSELING ASSISTANCE. SPECIALLY TRAINED PROFESSIONAL COUNSELORS CONDUCT SHORT TERM COUNSELING SERVICES TO HELP INDIVIDUALS AND FAMILIES OFFERING AN UNBIASED, INFORMAL AND CONFIDENTIAL ENVIRONMENT TO WORK THROUGH PERSONAL PROBLEMS AND FINANCIAL DIFFICULTIES.DURING 2019, THE EAP ALSO FACILITATED EMPLOYEE AND SUPERVISORY TRAINING IN SUCH AREAS AS MANAGEMENT, WELLNESS, ATTITUDE/MOTIVATION AND HUMAN RESOURCES TOPICS. 66139428 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 96 0 1 913 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X JEFFREY E FRANCIS 4023544840 825 S 169TH STREET OMAHA NE 68118 X STEPHEN L GOESER PRES/CEO NE METH HEALTH 16.00 24.00 X X 939701 0 224758 JEFFREY E FRANCIS CFO 6.00 34.00 X 547699 0 120992 JOSEPHINE ABBOUD EXECUTIVE 40.00 0.00 X 492685 0 121060 ANN POLICH VICE PRESIDENT QUALITY IMP 40.00 0.00 X 465177 0 93282 TODD GRAGES EXECUTIVE 1.00 39.00 X 447477 0 101313 GREGORY HUTTEGER CHIEF MEDICAL INFO OFFICER 40.00 0.00 X 393358 0 87830 STEVE BAUMERT EXECUTIVE 1.00 39.00 X 389137 0 97379 BRETT RICHMOND EXECUTIVE 1.00 39.00 X 355528 0 85965 HOLLY HUERTER MORGAN EXECUTIVE 40.00 0.00 X 342895 0 104495 TRACY MADDEN-MCMAHON EXECUTIVE 1.00 39.00 X 295250 0 63566 KENT SONA CHIEF INFORMATION OFFICER 40.00 0.00 X 290572 0 69288 DONALD MATSON VICE PRESIDENT INTEGRATED 39.00 1.00 X 265637 0 36946 JEFF PROCHAZKA VICE PRESIDENT STRATEGIC PLANNING 40.00 0.00 X 265127 0 59118 CYNTHIA PEACOCK PHILANTHROPY DIRECTOR 1.00 39.00 X 232794 0 59629 SHARI FLOWERS VICE PRESIDENT COMPLIANCE 40.00 0.00 X 216119 0 53156 MATTHEW EDWARDS CHIEF NETWORK DEVELOP OFFICER 40.00 0.00 X 209721 0 31300 JOHN FRASER FORMER CEO & DIRECTOR 0.00 0.00 X 105310 0 41369 SPENCER STEVENS CHAIRMAN 1.00 0.00 X X 0 0 0 LARRY V PEARSON VICE CHAIRMAN 1.00 0.00 X X 0 0 0 DEB BASS SECRETARY 1.00 0.00 X X 0 0 0 ADAM YALE TREASURER 1.00 0.00 X X 0 0 0 SID DINSDALE DIRECTOR 1.00 0.00 X 0 0 0 BRET C GRIESS DIRECTOR 1.00 0.00 X 0 0 0 JOHN NELSON DIRECTOR 1.00 0.00 X 0 0 0 DAN KINNEY PHD DIRECTOR 1.00 0.00 X 0 0 0 TYRON A ALLI MD DIRECTOR 1.00 0.00 X 0 0 0 RICHARD C HAHN DIRECTOR 1.00 0.00 X 0 0 0 JODY HORNER DIRECTOR 1.00 0.00 X 0 0 0 MONTY SELLON MD DIRECTOR 1.00 0.00 X 0 0 0 CL LANDEN III DIRECTOR 1.00 0.00 X 0 0 0 6254187 0 1451446 111 1 1 0 JE DUNN CONSTRUCTION CO 17110 MARCY SUITE LL01 OMAHA NE 68118 CONSTRUCTION SERVICES 2079489 ADVISORY BOARD P O BOX 79461 BALTIMORE MD 21279 CONSULTING SERVICES 773538 KPMG LLP 1212 N 96TH STREET OMAHA NE 68114 ACCOUNTING SERVICES 480897 CORP 3 DESIGN 1005 SOUTH 76 STREET 104 OMAHA NE 68114 MEDIA CONSULTANTS 326177 DEMANDATA SYSTEMS LLC 2511 CORPORATE WAY PALMETTO FL 34211 TELEPHONE EQUIPMENT 275000 15 95610 95610 MGMT SERVICE-AFFILIATES 541900 66008919 66008919 EMPLOYEE ASSISTANCE 624100 1729755 1729755 MISC HEALTH SERVICES 624100 738679 738679 68477353 1958039 1958039 17970 223803 -205833 -205833 -205833 2238356 2204486 33870 33870 33870 MGMT TO TAXABLE SUB. 541610 1310004 1310004 CAFETERIA INCOME 722100 395149 299270 95879 1705153 72064192 68776623 1405883 1786076 255986 255986 4226662 4226662 40681635 40681635 196694 196694 9907235 8883352 1023883 3422954 3279270 143684 225130 225130 437494 437494 48000 48000 29722 29722 4146391 4146391 710234 710234 371507 371507 571707 571707 1295697 1295697 212700 212700 1140955 1140955 2707722 2707722 33212 16147 17065 CREDIT CARD FEES 690317 690317 DUES, LICENSES, SUBSCRI 336532 336532 STAFF EDUCATION 117872 117872 POSTAGE 97566 97566 427144 427144 72291068 66139428 6151640 0 13956328 14082420 304657 118943 13859119 10970541 6722 7956 1346277 916964 60809580 8596769 54012070 52212811 9772152 10879373 645333 558333 741202538 883789027 835105196 973536368 31211547 32127802 64539990 67569960 95751537 99697762 X 599056039 708305027 140297620 165533579 739353659 873838606 835105196 973536368 X -226876 134711823 X 0 1 X 1 0 X X 6 JENNIE EDMUNDSON HOSP 420680355 3 0 0 0 PHYSICIANS CLINIC INC 470687317 10 0 0 34833943 NEBR METH HOSP FNDN 470595345 7 0 146889 2433176 NEBR METH HOSPITAL 470376604 3 1 0 0 METHODIST FREMONT HEALTH 831362276 3 0 0 0 FREMONT HELATH CLINIC 470717207 10 0 0 0 6 146889 37267119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SCHEDULE A, PART VI, SECTION E, LINE 3 THE NEBRASKA METHODIST HEALTH SYSTEM PROVIDES TO ITS AFFILIATED, SUPPORTED ORGANIZATIONS, ACCESS TO EXPERTISE, KNOWLEDGE, RESOURCES, TRAINING, EDUCATION, LEGISLATION SERVICES, CONTACTS, AND A COMPLEX, DIVERSE PHYSICIAN NETWORK. IN ADDITION, CENTRALIZATION AND CONSISTENCY LEAD TO INCREASED EFFECTIVENESS/EFFICIENCIES, RESULTING IN LOWERED COSTS AND STRENGTHENED INTERNAL CONTROLS. SCHEDULE A, PART IV, SECTION A, LINE 1 ONLY NEBRASKA METHODIST HOSPITAL IS LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. THE GOVERNING DOCUMENTS REFER TO AND OTHER CORPORATE SUBSIDIARIES" TO CARRY OUT ITS PURPOSES. ALL ORGANIZATIONS LISTED ON PART I, LINE G, ARE CORPORATE SUBSIDIARIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 48000 76668 48000 76668 72243068 709360206 72291068 709436874 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 70383 74536 71961 76668 293548 250000 250000 250000 250000 1000000 1500000 756590 17214 0 773804 785766 -28314 862 756590 658453 127511 198 785766 593327 66067 941 658453 606678 -12463 888 593327 0.29080 0.70920 0 1 1 11536928 11536928 36500290 2298741 34201549 12772362 6298028 6474334 52212811 DEFERRED COMP 10576059 BENEFICIAL INTEREST IN NET ASSETS OF FDN 113496233 INVESTMENT IN SUBSIDIARIES 756353279 RIGHT OF USE FINANCING ASSETS 63519 RIGHT OF USE OPERATING ASSETS 3299937 883789027 OTHER LONG TERM LIABILITIES 29749589 LT DEBT & CAPITAL LEASE OBLIGATIONS 34824498 LT OPERTATING LEASE LIABILITIES 2995873 67569960 X PART V, LINE 4: FUNDS ARE DESIGNATED FOR CHARITABLE CARE. PART X, LINE 2: THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THERE WERE NO CHANGES MADE TO THE FINANCIAL STATEMENTS DUE TO FIN48. 0 GREATER OMAHA CHAMBER FOUNDATION 1301 HARNEY STREET OMAHA NE 68102 470633685 501(C)(3) 37500 SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 EAST PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 501(C)(3) 21840 COMMUNITY HEALTH ACTIVITIES AND PROGRAMS NEBRASKA METHODIST HOSPITAL FOUNDATION 825 S 169TH STREET OMAHA NE 68118 470595345 501(C)(3) 146889 SUPPORT OF NEBRASKA METHODIST HOSPITAL CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 470376583 501(C)(3) 23142 SCHOLARSHIPS AND COMMUNITY ACTIVITIES OMAHA CHILDREN'S MUSEUM 500 S 20TH STREET OMAHA NE 68102 470594056 501(C)(3) 15000 SUPPORT PROGRAMS OF THE CHILDREN'S MUSEUM BUSINESS ETHICS ALLIANCE 2500 CALIFORNIA PLAZA OMAHA NE 68178 743244900 501(C)(3) 6000 SUPPORT THE DEVELOPMENT OF ETHICAL PRACTICES AND PROGRAMS IN THE OMAHA COMMUNITY 6 PART I, LINE 2: THE NEBRASKA METHODIST HEALTH SYSTEM GENERALLY DOES NOT GIVE GRANTS. WHEN IT DOES DO SO, IT MAKES THE GRANT IN THE BEST INTEREST OF THE COMMUNITY AND INSURES THAT THE DONEE ORGANIZATION IS A 501(C)(3) OR A 501(C)(4). 1 X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN L GOESER PRES/CEO NE METH HEALTH 896568 0 0 0 43133 0 203018 0 22362 0 1165081 0 0 0 JEFFREY E FRANCIS CFO 472294 0 0 0 75405 0 94788 0 26826 0 669313 0 73229 0 JOSEPHINE ABBOUD EXECUTIVE 458495 0 0 0 34190 0 92472 0 29210 0 614367 0 12640 0 ANN POLICH VICE PRESIDENT QUALITY IMP 370683 0 0 0 94494 0 91670 0 3764 0 560611 0 71868 0 TODD GRAGES EXECUTIVE 379923 0 0 0 67554 0 79879 0 22056 0 549412 0 48080 0 GREGORY HUTTEGER CHIEF MEDICAL INFO OFFICER 324991 0 0 0 68367 0 61359 0 28623 0 483340 0 35033 0 STEVE BAUMERT EXECUTIVE 349230 0 0 0 39907 0 79521 0 18480 0 487138 0 0 0 BRETT RICHMOND EXECUTIVE 330082 0 5000 0 20446 0 60977 0 25610 0 442115 0 0 0 HOLLY HUERTER MORGAN EXECUTIVE 275432 0 0 0 67463 0 82687 0 22430 0 448012 0 41320 0 TRACY MADDEN-MCMAHON EXECUTIVE 263457 0 30604 0 1189 0 38114 0 26074 0 359438 0 0 0 KENT SONA CHIEF INFORMATION OFFICER 289688 0 0 0 884 0 45500 0 24410 0 360482 0 0 0 DONALD MATSON VICE PRESIDENT INTEGRATED 229641 0 0 0 35996 0 25966 0 11602 0 303205 0 22531 0 JEFF PROCHAZKA VICE PRESIDENT STRATEGIC PLANNING 243538 0 0 0 21589 0 36616 0 23124 0 324867 0 9836 0 CYNTHIA PEACOCK PHILANTHROPY DIRECTOR 175110 0 0 0 57684 0 52597 0 7619 0 293010 0 25659 0 SHARI FLOWERS VICE PRESIDENT COMPLIANCE 215849 0 0 0 270 0 30390 0 25926 0 272435 0 0 0 MATTHEW EDWARDS CHIEF NETWORK DEVELOP OFFICER 209541 0 0 0 180 0 8716 0 23229 0 241666 0 0 0 JOHN FRASER FORMER CEO & DIRECTOR 3277 0 0 0 102033 0 40106 0 1266 0 146682 0 99894 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2019 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JOHN FRASER $40,106 ACCRUAL; $99,894 PLAN DISTRIBUTION JEFFREY FRANCIS $78,826 ACCRUAL; $73,229 PLAN DISTRIBUTION STEVEN BAUMERT $51,521 ACCRUAL DONALD MATSON $3,991 ACCRUAL; $22,531 PLAN DISTRIBUTION TODD GRAGES $57,479 ACCRUAL; $48,080 PLAN DISTRIBUTION STEPHEN GOESER $180,618 ACCRUAL HOLLY HUERTER-MORGAN $54,687 ACCRUAL; $41,320 PLAN DISTRIBUTION GREGORY HUTTEGER $38,959 ACCRUAL; $35,033 PLAN DISTRIBUTION CYNTHIA PEACOCK $32,144 ACCRUAL; $25,659 PLAN DISTRIBUTION ANN POLICH $76,579 ACCRUAL; $71,868 PLAN DISTRIBUTION JEFF PROCHAZKA $13,859 ACCRUAL, $9,836 PLAN DISTRIBUTION JOSIE ABBOUD $64,472 ACCRUAL; $12,640 PLAN DISTRIBUTION SHARI FLOWERS $19,450 ACCRUAL TRACY MADDEN-MCMAHON $20,119 ACCRUAL KENT SONA $31,641 ACCRUAL BRETT RICHMOND $38,901 ACCRUAL FORM 990, PART V, LINE 2B NEBRASKA METHODIST HEALTH SYSTEM INC. IS A COMMON PAYMASTER FOR ITSELF AND CERTAIN RELATED AFFILIATES. ALL W-2 FORMS FOR THESE AFFILIATES ARE ISSUED UNDER THE TAX IDENTIFICATION NUMBER OF NEBRASKA METHODIST HEALTH SYSTEM. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED BY NEBRASKA METHODIST HEALTH SYSTEM INC. WAGES AND BENEFITS SHOWN IN THIS FORM 990 ARE ACTUAL WAGES ASSOCIATED WITH ONLY NEBRASKA METHODIST HEALTH SYSTEM INC. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COPY IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF NEBRASKA METHODIST HEALTH SYSTEM THROUGH ITS POSTING TO A SECURE BOARD PORTAL. BOARD MEMBERS ARE GIVEN NOTICE OF THE DOCUMENT IN THE PORTAL SO THEY MAY REVIEW AND ASK QUESTIONS PRIOR TO FILING. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE, RESPONSIBLE PARTIES THROUGHOUT THE ORGANIZATION, INCLUDING THE ORGANIZATION'S HUMAN RESOURCES, FINANCE AND COMPLIANCE DEPARTMENTS; IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM AND THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES PURSUANT TO THE METHODIST HEALTH SYSTEM CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DISCLOSURE OF RELATIONSHIPS, NOT JUST FINANCIAL, THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. A BOARD COMMITTEE MEETS ANNUALLY TO REVIEW ALL POTENTIAL CONFLICTS IDENTIFIED THROUGH THE SURVEYS. SHOULD A DECISION COME TO THE BOARD WITH AN IDENTIFIED CONFLICT, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS NOT PERMITTED TO VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND IS NOT COUNTED IN DETERMINING A QUORUM FOR A MEETING AT WHICH THE MATTER IS DISCUSSED. A POTENTIAL CONFLICT OF INTEREST, ONCE IDENTIFIED, MUST BE EVALUATED ON A CASE BY CASE BASIS. IN ORDER TO APPROVE THE TRANSACTION WHICH INVOLVES A DIRECT CONFLICT OF INTEREST, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DIRECTORS FOR WHOM NO CONFLICT EXISTS, AT A MEETING AT WHICH A QUORUM IS PRESENT, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE BEST INTERESTS OF NEBRASKA METHODIST HEALTH SYSTEM AND/OR ITS AFFILIATES, IS FAIR AND REASONABLE, AND AFTER INVESTIGATION, THE DIRECTORS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM, A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 WAS FILED PRIOR TO 7/15/87 AND NEED NOT BE MADE PUBLICLY AVAILABLE. A COPY OF THE IRS LETTER 947 WILL BE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. HOWEVER, THE AMENDED ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE NEBRASKA SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE IRS FORM 990 AND FORM 990-T. THE ORGANIZATION ALSO CONTRIBUTES INFORMATION REGARDING COMMUNITY BENEFITS IT PROVIDES AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. THIS REPORT IS AVAILABLE TO THE PUBLIC ON THE WEBSITE WWW.BESTCARE.ORG/ABOUT/COMMUNITY-BENEFITS/COMMUNITY-IMPACT. FORM 990, PART VII, SECTION A JOSEPHINE ABBOUD, TODD GRAGES, TRACY MADDEN-MCMAHON, STEVE BAUMERT, AND BRETT RICHMOND ARE KEY EMPLOYEES FOR THE NEBRASKA METHODIST HEALTH SYSTEM. THESE INDIVIDUALS HAVE ASSIGNED LEADERSHIP ROLES WITH NEBRASKA METHODIST HOSPITAL, PHYSICIANS CLINIC, NEBRASKA METHODIST HOSPITAL FOUNDATION, JENNIE EDMUNDSON MEMORIAL HOSPITAL, AND METHODIST FREMONT HEALTH RESPECTIVELY. THESE INDIVIDUALS ARE PAID BY NEBRASKA METHODIST HEALTH SYSTEM THROUGH A COMMON PAYMASTER ARRANGEMENT AND REPORT TO THE PRESIDENT OF THE NEBRASKA METHODIST HEALTH SYSTEM. FOR THIS REASON, THEY ARE REPORTED ON THE NEBRASKA METHODIST HEALTH SYSTEM FORM 990 AS KEY EMPLOYEES. JEFF FRANCIS, VICE PRESIDENT OF FINANCE AND CFO OF NEBRASKA METHODIST HEALTH SYSTEM, IS A FULL TIME EMPLOYEE OF NEBRASKA METHODIST HEALTH SYSTEM INC. HIS AVERAGE HOURS PER WEEK HAVE BEEN ALLOCATED AMONG THE ENTITIES THAT COMPRISE THE NEBRASKA METHODIST HEALTH SYSTEM. FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY ADJUSTMENT 9,579,041. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 17,086,686. CHANGE IN INVESTMENT IN SUBSIDIARIES 116,121,885. EQUITY TRANSFER TO AFFILIATES -8,075,789. NEBRASKA METHODIST HOSPITAL 8303 DODGE STREET OMAHA NE 68114 470376604 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HOSPITAL FOUNDATION 825 S 169TH STREET OMAHA NE 68118 470595345 SUPPORT OF NEBRASKA METHODIST HOSPITAL NE 501(C)(3) L7 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH 825 S 169TH STREET OMAHA NE 68118 470724387 NURSING AND HEALTH EDUCATION FACILITY NE 501(C)(3) L2 NEBRASKA METHODIST HOSPITAL 0 JENNIE EDMUNDSON MEMORIAL HOSPITAL 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 420680355 LICENSED HOSPITAL IA 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 SUPPORT OF JENNIE EDMUNDSON MEMORIAL HOSPITAL IA 501(C)(3) L7 JENNIE EDMUNDSON MEMORIAL HOSPITAL 0 PHYSICIANS CLINIC INC 825 S 169TH STREET OMAHA NE 68118 470687317 CLINICAL HEALTH CARE NE 501(C)(3) L10 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST 825 S 169TH STREET OMAHA NE 68118 363699672 INSURANCE NE 501(C)(3) L12: III-FI NEBRASKA METHODIST HEALTH SYSTEM 1 REAL ESTATE HOLDINGS 825 S 169TH STREET OMAHA NE 68118 470649790 PROPERTY MANAGEMENT NE 501(C)(2) N/A NEBRASKA METHODIST HEALTH SYSTEM 1 METHODIST FREMONT HEALTH 450 E 23RD STREET FREMONT NE 68025 831362276 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 FREMONT HEALTH CLINIC 450 E 23RD STREET FREMONT NE 68025 470717207 CLINICAL HEALTH CARE NE 501(C)(3) L10 NEBRASKA METHODIST HEALTH SYSTEM 0 SHARED SERVICE SYSTEMS INC & SUBSIDIARY 825 S 169TH STREET OMAHA NE 68118 470649534 MEDICAL SUPPLY DISTRIBUTION & LAUNDRY NE NEBRASKA METHODIST HEALTH SYSTEM C 13055195 30034498 1.00000 1 METHODIST HEALTH PARTNERS 825 S 169TH STREET OMAHA NE 68118 470797563 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 1756197 10834117 1.00000 1 FREMONT HEALTH PARTNERS 450 E 23RD STREET FREMONT NE 68025 460735043 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C -550 114524 1.00000 1 HEALTH CHOICE OF NEBRASKA 450 E 23RD STREET FREMONT NE 68025 470783732 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 31 15987 1.00000 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 METHODIST HEALTH PARTNERS O 563148 CASH METHODIST HEALTH PARTNERS A 26160 FMV SHARED SERVICE SYSTEMS L 1310004 BOOK PHYSICIANS CLINIC INC A 437847 FMV PHYSICIANS CLINIC INC O 2658739 BOOK PHYSICIANS CLINIC INC L 15872004 BOOK PHYSICIANS CLINIC INC R 34833943 BOOK NEBRASKA METHODIST HOSPITAL L 31163501 BOOK NEBRASKA METHODIST HOSPITAL A 239367 BOOK NEBRASKA METHODIST HOSPITAL S 34833943 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION L 1160004 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION P 2433176 BOOK JENNIE EDMUNDSON MEMORIAL HOSPITAL L 14988000 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION B 146889 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION C 95610 BOOK NEBRASKA METHODIST HOSPITAL 825 S 169TH STREET OMAHA NE 68118 470376604 X 0 24837 24837 531281637 531306474 1000000 250000 0 0 0 NEBRASKA METHODIST HEALTH SYSTEM 825 S 169TH STREET OMAHA NE 68118 470639839 X 0 48000 48000 72243068 72291068 1000000 250000 0 0 0 METHODIST FREMONT HEALTH 825 S 169TH STREET OMAHA NE 68118 831362276 X 0 3831 3831 105835501 105839332 1000000 250000 0 0 0