2020-05-21T12:37:07-05:00 2019-06-30 ERNST & YOUNG US LLP 425 HOUSTON ST SUITE 600 FORT WORTH TX 76102 990 2018-07-01 730700090 Saint Francis Hospital Inc % ERIC E SCHICK SAIN 9184948430 6600 S Yale Ave Suite 400 Tulsa OK 741363319 ERIC E SCHICK Treasurer/CFO 9184948430 2020-05-21 true KATHLEEN MOSELEY P00116760 8173351900 162.229.67.241 35057220201425000008 2020-05-21 P 3EE0EA4077A952E7D1F71D0CD73736AA8FC8EC2C CCA9B02C92422D8D903F8C535EA08F049314C3B6 2018 2021-01-29 14:40:06Z Eric E Schick 6161 S Yale Ave Tulsa OK 741363319 8813813267 false 0928 X HTTPS://WWW.SAINTFRANCIS.COM X 1960 OK To provide cost effective methods for protecting against legal risks and liability which arise from health care services provided by SFHS and its employee professionals. 8 6 7071 496 2563534 1066069 405175 1127041875 1194536896 29863425 12197137 17744695 28455726 1175716064 1235594934 2299436 2876870 0 0 411694987 445998119 0 0 0 560390606 587524421 974385029 1036399410 201331035 199195524 2356172006 2599479060 114727978 125484816 2241444028 2473994244 X To extend the presence and healing ministry of Christ in all we do. false false 752390751 2876870 1196462614 Statement of Accomplishments Saint Francis Hospital, Inc. is a member of Saint Francis Health System, Inc. Saint Francis Health System, Inc. is a Catholic, not-for-profit health system whose mission is to extend the presence and healing ministry of Christ in all we do. Saint Francis Health System, Inc.'s largest hospital Saint Francis Hospital, Inc., is a 1,088-bed tertiary center, which includes the region's only children's hospital and Level IV neonatal intensive care unit, a 168-bed heart hospital and is Tulsa's busiest trauma and emergency center. Additionally, Saint Francis Health System, Inc. employs more than 545 providers with 388 of those serving through Warren Clinic, Inc., which serves the region with over 95 locations throughout eastern Oklahoma. In total, Saint Francis Health System, Inc. has more than 11,000 employees, 1,056 physicians on medical staff and approximately 750 volunteers, making it the largest private employer in Tulsa County, with hospitals, physician clinics, mental health facilities, trauma emergency centers, pharmacy services, rehabilitation facilities, a fitness center, a neonatal intensive care unit, and home health services. As a member of Saint Francis Health System, Inc. and a not-for-profit organization, each year Saint Francis Hospital, Inc. provides millions of dollars of charity care to patients throughout the State of Oklahoma, Southern Kansas, Southwestern Missouri and Western Arkansas. While this care represents a large percentage of Saint Francis Hospital, Inc.'s gift back to the community, it is still only part of what Saint Francis Hospital, Inc. considers as healing ministry of Christ. Saint Francis Health System, Inc.'s mission of extending the presence and healing ministry of Christ is epitomized in Saint Francis Hospital, Inc.'s giving back to its community. It takes the form of hundreds of programs and acts of charity provided daily across the State of Oklahoma - free health screenings, support groups, medical services, educational programs, health fairs and more. Saint Francis Hospital, Inc. provides significant amounts of uncompensated services. Uncompensated services are the costs of providing free and reduced cost care, which includes charity care and unpaid costs of Medicaid programs. As a not-for-profit hospital, Saint Francis Hospital, Inc. provides services to everyone, regardless of their ability to pay or their insurance coverage. Thus, it provides a much needed safety net for members of the Saint Francis Hospital, Inc. community who would otherwise be able to obtain medical care. Saint Francis Hospital, Inc., in the fall of 2004, implemented provisions that increase the hospital's ability to offer charity care to those less fortunate and provide those lacking healthcare coverage with free care to lessen the burden and anxiety often caused by healthcare expenses. The Financial Assistance Policy provides access to charity care for those individuals whose gross annual income is equal to or less than 225 percent of the federal poverty level. Further, patients lacking healthcare insurance, regardless of their personal income level, receive a discount from billed charges. Both initiatives exemplify the Saint Francis Health System, Inc.'s mission to extend the presence and healing ministry of Christ, with a particular emphasis on those most in need of health services in Northeastern Oklahoma. All, to improve the health of the people and communities served in a spirit of compassion and charity. Saint Francis History On October 1, 1960, Saint Francis Hospital, Inc., located in eastern Oklahoma, opened with 275 beds. It was a dream of the founders William K. Warren Sr. and his wife Natalie Overall Warren to give a gift to the City of Tulsa that would serve its citizens for years to come. In order to meet patient care requirements, as well as the demands of a rapidly growing population in Southeast Tulsa, Saint Francis Hospital, Inc. was expanded in 1969 to 735 adult and pediatric beds and bassinets. A major milestone occurred on December 3, 1975 - the 15th anniversary of the hospital - when the Natalie Warren Bryant Cancer Center opened its doors. It was one of the first centers where radiation therapy, chemotherapy services, laboratory and support services were grouped in a single location for the patient's convenience. The Natalie Warren Bryant Cancer Center is now known as the Saint Francis Cancer Center and provides state-of-the-art medical oncology and radiotherapy technology to residents in eastern Oklahoma and surrounding states. The first area Warren Clinic, Inc. facility was established in Stillwater, Oklahoma, in January 1988. Warren Clinic, Inc. has grown significantly from the three internal medicine specialists in Stillwater to 388 providers in practice throughout eastern Oklahoma. Saint Francis Hospital at Broken Arrow officially became part of Saint Francis Health System, Inc. in January 1988. The union initially occurred when Saint Francis Hospital at Broken Arrow affiliated with Saint Francis Hospital, Inc. on January 1, 1986. As the Broken Arrow community grew, the Broken Arrow facility was unable to meet the demands. In June of 2007, the hospital relocated to a new facility and is now known as Saint Francis Hospital South, LLC, it continues to serve the Broken Arrow community. A fitness park was built where the former hospital once stood for community members to enjoy. Saint Francis Hospital South, LLC opened in 2007 with 96 beds servicing the needs of Southern Tulsa and Wagoner counties in Oklahoma. Built with a neighborhood feel, the hospital offers general services, as well as many sub-specialties generally reserved for larger city hospitals including a Level IV NICU, Emergency Services, Cardiology, Urology and 24-hour on-site anesthesia. In 1989, the William K. Warren Foundation established Laureate Psychiatric Clinic and Hospital, Inc., as well as the Laureate Psychiatric Research Center. Laureate Psychiatric Clinic and Hospital, Inc. was opened to provide a place where those suffering from mental illness would be treated the same as patients having any other illness. In addition to programs for adolescents and adults, Laureate Psychiatric Clinic and Hospital, Inc. offers successful specialty programs for chemical dependency, mood disorders and eating disorders. The Children's Hospital at Saint Francis, a "hospital within a hospital" was established in 1995 and created with pediatric patients in mind. The goal was to improve access and efficiency, as well as to provide a larger and more "kid friendly" atmosphere for children and their families. The Children's Hospital at Saint Francis is a regional referral center specializing in pediatric inpatient care, as well as neonatal and pediatric intensive care and offers service in more than 25 different pediatric specialties including the regions only Level IV Neonatal Intensive Care Unit, pediatric hematology/oncology clinic and a pediatric cardiac surgery program. In March 2004, Saint Francis Health System, Inc. and area cardiologists joined together as partners to open the Saint Francis Heart Hospital. The need for heart services is great in Oklahoma as heart disease is the leading cause of death in Oklahoma according to a report issued by the Centers for Disease Control and Prevention National Vital Statistic Reports for 2015. Smoking, high blood pressure, high cholesterol and lack of exercise are factors that contribute to the problem and place Oklahoma high on the unhealthy list. Saint Francis Trauma Emergency Center and Patient Tower, the largest expansion of Saint Francis Hospital, Inc.'s history, opened September 2014. The newest facility includes acute and critical care capacity; a new eight-story, 150-bed patient care tower; a new chapel and convent; clinical education rooms; and administrative and physician office spaces. In October 2016, Saint Francis Health System, Inc. began managing the Oklahoma State University Medical Center (OSUMC). Under the terms of the 10-year management agreement, Saint Francis Health System, Inc. provides executive leadership, operational oversight and strategic direction for the hospital and its affiliated clinics and programs to provide access to healthcare to the medically underserved and rural areas in the region. The partnership allows both organizations to bolster their ability to meet the needs of the vulnerable population. Formerly Craig General Hospital, Saint Francis Hospital Vinita is located on a piece of the homestead of Mr. and Mrs. W.F. Friend, who donated the land in the early 1960's. The hospital, which opened in 1963, became part of the Saint Francis Health System in December, 2016. It, along with the existing Warren Clinic Vinita and the newly named Saint Francis Health Centers located in Langley and Monkey Island, provide area residents with conveniently located primary and specialty services. In April 2017, Eastar Health System and affiliated clini 752390751 true true false true false false false false false false true true false false true true false true false false true false false false false false true true true true true false false false false false false true false true false false false true true true true true false true 488 0 true 7071 true true true false false false false false false false false false false false X 8 6 true true false false true true true true true false true true false true true true true true true true true true AZ CA CO GA IL MD MO NY NC OK X ERIC E SCHICK 9184948430 6161 S YALE AVE TULSA OK 741363319 X Jake Henry Jr President/CEO/Director 1.0 39.0 X X 0 1849437 85505 Barry L Steichen Vice President/COO/Director 1.0 39.0 X X 0 1018478 158825 Judy Kishner Trustee 1.0 0.0 X 0 0 0 William R Lissau Director 1.0 0.0 X 0 0 0 William K Warren Jr Trustee 1.0 0.0 X 0 0 0 John A Gaberino Trustee 1.0 0.0 X 0 0 0 Bishop David A Konderla Trustee 1.0 0.0 X 0 0 0 J Frederick McNeer MD Trustee 1.0 0.0 X 0 0 0 Thomas G Neff Secretary (Until 12/31/18) 39.0 1.0 X 554766 0 61844 Eric E Schick Treasurer/CFO 39.0 1.0 X 819770 0 139320 Michael J Lissau Secretary (Start 1/1/19) 39.0 1.0 X 0 0 0 Lynn Sund Administrator (Until 10/31/18) 39.0 1.0 X 606604 0 57557 Doug Williams Administrator (Start 11/1/18) 39.0 1.0 X 315139 0 70037 Harsh Patel MD Physician 1.0 39.0 X 2700 1194816 40442 Frank Schmidt MD Physician 5.0 35.0 X 33336 1148295 47019 Sanjeev Trehan MD Physician 5.0 35.0 X 11865 1123289 54043 Ryan Gursky MD Physician 5.0 35.0 X 9000 1056118 56450 Ralph Ensley MD Physician 5.0 35.0 X 11349 794281 51681 Jeffrey C Sacra Former Asst Secretary 0.0 0.0 X 273948 0 16833 2638477 8184714 839556 326 true true false Skanska USA Building Inc 389 Interpace Parkway 5th Fl PARSIPPANY NJ 07054 Construction Svcs 21815237 Medefis Inc 2121 N 117th Ave Ste 200 OMAHA NE 68164 Medical Services 8691472 Crossland Construction Co Inc 833 S East Ave COLUMBUS KS 66725 Construction Svcs 7049795 Epic Systems Corporation 1979 Milky Way VERONA WI 53593 Software Services 4523694 GE Precision Healthcare LLC 3000 N Grandview Blvd WAUKESHA WI 53188 Medical Services 4235812 106 X 55228 349947 55228 405175 PATIENT CARE REVENUE 621110 841940694 841940694 P'SHIP INCOME RELATED TO PROGRAM SERVICES 541900 3296144 3151459 144685 OUTREACH LAB 621500 17584271 17584271 OFFICE SPACE REIMBURSEMENT 531120 1435468 1435468 MEDICARE / MEDICAID 621300 330280319 330280319 1194536896 36255582 36255582 0 0 31129 8839 22290 0 22290 22290 7553266461 884588 7577210583 998911 -23944122 -114323 -24058445 -24058445 0 0 0 0 0 0 0 0 0 FOOD SERVICES 900004 6919653 6919653 AFFIL TELECOM & COMPUTER SUPP REV 621500 4273306 4273306 PHARMACY RBI 621500 1681566 1681566 15558911 1925718 2418849 11214344 28433436 1235594934 1196317929 2563534 36308296 2258970 2258970 617900 617900 0 0 2689975 2689975 574379 271665 302714 358992954 313916569 45076385 23979730 680612 23299118 35342887 2156385 33186502 24418194 688645 23729549 38051548 18363352 19688196 923253 24874 898379 812516 79930 732586 407657 407657 0 3201699 3201699 13982128 13878351 103777 5328753 319804 5008949 64327562 41448668 22878894 -2202369 1930560 -4132929 0 17420513 7207709 10212804 810732 522852 287880 0 0 0 -7697302 -7697302 61076686 1274590 59802096 11752491 813296 10939195 MEDICAL SUPPLIES 266994398 266340968 653430 BAD DEBT EXPENSE 86912922 86912922 0 ADMINISTRATIVE EXPENSES 25092045 90592 25001453 DUES AND LICENSES 329189 288839 40350 1036399410 752390751 284008659 0 X 1083092 319178 298314629 327077850 0 0 124611922 132185805 0 0 0 0 0 0 26439142 28381816 10955047 12796860 1084214040 524504586 524255653 559709454 908471100 1042299380 434989484 469761050 0 0 0 0 27051937 26947667 2356172006 2599479060 80060006 89961180 0 0 0 222718 0 0 0 0 0 0 0 0 0 0 34667972 35300918 114727978 125484816 X 2241444028 2473994244 0 0 0 0 2241444028 2473994244 2356172006 2599479060 X 199195524 18402738 14951954 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 407657 false false 407657 false Supplemental Information Saint Francis Hospital, Inc., through its membership dues to the American Hospital Association (AHA) and Catholic Health Association, participates in Grass Roots lobbying activity. It is less than a substantial part of the total expenditures in a taxable year. The Grass Roots lobbying activity is related to legislation affecting the Saint Francis Health System for its charitable purposes, in particular the promotion of health. "Grass Roots lobbying activity" means any attempt by AHA to influence any legislation through an attempt to affect the opinions of the general public or any segment thereof and includes any attempt by the AHA to influence any legislation through an attempt to affect to influence legislation through communications with any member or employee of a legislative body who may participate in the formulation of legislation. false 275001 10161831 10436832 535153084 208181372 326971712 19371658 11955320 7416338 438765150 304367894 134397256 80487316 0 80487316 559709454 88260008 F PRIVATE INVEST-MARKETABLE 277243103 F PRIVATE INVEST-NONMARKETABLE 104257939 F 469761050 0 SEE SCHEDULE D, PART XIII STMT 35300918 35300918 X Schedule D, Part X, Line 1 Professional Liability $25,188,045 Medicare Cost Report $ 9,646,030 ARO Liability $ 1,240,737 FAS 106 $ 1,026,743 Operating Lease Liability $ 911,019 FIN 45 Income Guarantees $ 429,475 Other Long-Term Liabilities $ 171,709 Comm Care Premium/Rate Risk ($ 3,312,840) ----------- Total $35,300,918 Schedule D, Part X, Line 2, ASC 740-10 Accounting Standards Codification (ASC) 740, Accounting for Uncertainty in Income Taxes, provides guidance regarding recognition, de-recognition, measurement, and disclosure of all tax positions. In accordance with the requirements of ASC 740, Saint Francis Hospital, Inc. identifies and documents uncertain tax positions for all open tax years. If uncertain tax positions are identified, they are analyzed to determine the proper unit of account. Next, they are tested to determine whether a tax asset or a tax liability should be recognized. Saint Francis Hospital, Inc. has assessed its uncertain tax positions and concluded they are more likely than not to be fully sustained upon examination. Therefore, no liability or asset for uncertain tax positions needs to be recorded. The Tax Cuts and Jobs Act (the Act) was enacted on December 22, 2017. The provisions of the Act do not have a material tax effect on the Saint Francis Hospital consolidated financial statements. Certain regulatory guidance provides for a measurement period of up to one year during which accounting for the tax effects of the Act may be completed. Saint Francis Hospital will continue to evaluate the impact of the Act and may record adjustments as additional information and guidance is released by the Internal Revenue Services. Central America and the Caribbean 0 0 Investments 32488063 Europe (Including Iceland and Greenland) 0 0 Investments 1241235 0 0 0 0 33729298 33729298 true false false false true false Supplemental Information The activity listed in Part I relates to foreign investments and the accrual method is used to account for expenditures on the organizations financial statements. The investments do not generate unrelated business income. true true X true X 225. false true true true false true true 32151657 32151657 0.03390 135515537 124719298 10796239 0.01140 167667194 124719298 42947896 0.04530 1980973 1980973 0.00210 5077043 5077043 0.00530 239355026 186269649 53085377 0.05590 246413042 186269649 60143393 0.06330 414080236 310988947 103091289 0.10860 1881800 1881800 0.00200 2160706 2160706 0.00230 4042506 4042506 0.00430 true 86912922 14559653 252647326 243046152 9601174 X true true 1 1 Saint Francis Hospital Inc 6600 S Yale Ave Suite 400 Tulsa OK 741363319 WWW.SAINTFRANCIS.COM 2362 X X X X Saint Francis Hospital Inc 1 false false true X X X X X X X X X 19 true true false true X See Schedule H, Part V, Section C X true 19 true See Schedule H, Part V, Section C false true X 225. 0. X X X X X true true X X X X true X See Schedule H, Part V, Section C X See Schedule H, Part V, Section C X Schedule H, Part V Section C X X X X X X X true X false X X X X X true X false false Part V, Section B, Line 5 The most recent Community Health Needs Assessment (CHNA) completed by Saint Francis Health System, Inc. to reassess the health needs of the communities served by the hospital components of its health system: Saint Francis Hospital, Inc., Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital Muskogee, Inc., Saint Francis Hospital South, LLC, and Saint Francis Hospital Vinita, Inc., included the collection and analysis of both quantitative (over 140 public health indicators and quantitative survey methods) and qualitative (organization and community representative interviews and qualitative survey methods) data to identify and create a comprehensive list of health needs for each community. Community input was obtained from a broad range of community members through key informant interviews, focus groups and a multi-modal consumer survey of over 600 community residents. Individuals with knowledge, information and expertise relevant to the health needs in the community were consulted including representatives from county and state public health departments as well as leaders, representatives and members of vulnerable populations and other individuals with strong expertise in local health needs. The names of the organizations providing input is provided in Appendix A: CHNA Data Sources and Dates and in Appendix B: List of Organizations Represented in Key Informant Interviews and Community Feedback of the CHNA located at https://www.saintfrancis.com/about-us/commitment-to-community. Part V, Section B, Line 6a The hospital facilities included in the CHNA included Saint Francis Hospital, Inc., Saint Francis Hospital South, LLC, Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital Vinita, Inc. and Saint Francis Hospital Muskogee, Inc. Part V, Section B, Line 7a https://www.saintfrancis.com/about-us/commitment-to-community Part V, Section B, Line 10a https://www.saintfrancis.com/about-us/commitment-to-community Part V, Section B, Line 11 The Community Health Needs Assessment (CHNA) identified 19 conditions as community health needs (in order of highest priority) of the primary service area as lack of health insurance; education; access to healthcare providers (primary and specialty); substance abuse (including tobacco); ability to pay for healthcare; access to healthy food/groceries; access to primary care (screenings); chronic diseases (diabetes, cancer, heart disease); stroke; housing/homelessness; mental health; poverty; access to dental care; transportation; domestic violence; physical activity; child abuse/neglect; sexual health; and safety (motor vehicle crash, unintentional injury). After prioritizing the health needs identified, a final list of priority needs was selected by considering additional criteria, such as Saint Francis Health System, Inc.'s scope of services as a health provider and its ability to effectively address the priority health needs. Saint Francis Health System Inc.'s entities, including Saint Francis Hospital, Inc., are addressing the following significant health needs identified as referenced in its Community Health Needs Assessment and Implementation Strategy that is made available on the website listed in Schedule H, Part V, Section B, Line 10a. - Access to healthcare (primary care/screening and primary care/specialty providers) - Behavioral health (substance abuse and mental health) - Chronic disease and stroke - Lack of health insurance/ability to pay for healthcare Part V, Section B, Line 13b Patients who have been evaluated and identified to be financial assistance plan eligible and meet the criteria established by Saint Francis Hospital, Inc. according to relevant circumstances regarding income, assets, or other resources available to the patient or patients family, are considered charity and therefore, by hospital policy, are not billed for any services. Part V, Section B, Lines 16a, b and c https://www.saintfrancis.com/patients-and-guests/for-patients/billing-and- insurance/financial-assistance Part V, Section B, Line 16j The billing statement includes information regarding financial assistance availability. Additionally, MyChart, a secure online tool that allows patients to connect with their personal health information 24/7, provides a link which takes the patient to the financial assistance letter and application form. Part V, Section B, Line 20e The following actions are completed prior to initiating collection actions: - Proactive phone calls - Statements are sent - Messages are sent to MyChart users Part V, Section B, Line 22d Amounts generally billed (AGB) are determined under the prospective method using Medicaid reimbursement rates. Additionally, a self-pay discount of 20 percent is provided on all charges for uninsured patients. Part I, Line 3c Income based criteria is used as the basis in determining eligibility for free health services. Part I, Line 6a Saint Francis Health System, Inc. 73-1501972, the parent organization of Saint Francis Hospital, Inc. produces a consolidated community benefit report included in an annual issue of the Saint Francis Health System magazine "Presence" that is made available to the public through the organization's website at https://www.saintfrancis.com/about-us/media/presence-magazine Part I, Line 7 Costing Methodology: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7c. For amounts reported on lines 7e - 7i, actual expenses for each community benefit activity are tracked and reported using the organization's accounting general ledger and are not based on a cost to charge ratio. The number reflected on line 7, column (f) excludes bad debt expense. The supplemental hospital offset payment program (SHOPP) was created and implemented in calendar year 2011 for the purpose of assuring access to quality care for Oklahoma Medicaid members. The program is designed to assess Oklahoma hospitals, unless exempt, a supplemental hospital offset payment program fee. The collected fees are placed in pools and then allocated to hospitals based on Medicaid revenues as directed by legislation. The Oklahoma Health Care Authority (OHCA) does not guarantee each allocation will equal or exceed the amount of the supplemental hospital offset payment program fees that were paid by Saint Francis Hospital, Inc. Part II: Community Building Activities Community building activities improve the communitys health and safety by addressing the root cause of health problems. These activities strengthen the communitys capacity to promote the health and well-being of its residents by offering the expertise and resources of the healthcare organization. Costs for these activities include cash donations and expenses for the development of a variety of community-building programs and partnerships. See Schedule O for additional information regarding Saint Francis Health System, Inc.s and Saint Francis Hospital, Inc.s community building activities aimed at promoting the health of the community. Part III, Section A, Line 2 Saint Francis Hospital, Inc. has an established process to determine the adequacy of the allowance for uncollectable receivables that relies on a number of analytical tools and benchmarks to arrive at a reasonable allowance. No single statistic or measurement determines the adequacy of the allowance for uncollectable receivables. Some of the analytical tools that Saint Francis Hospital, Inc. utilizes include, but are not limited to, historical cash collection experience, revenue trends by payer classification, and revenue days in accounts receivable. Accounts receivable are written off after collection efforts have been followed in accordance with Saint Francis Hospital, Inc.s policies. Part III, Section A, Line 3 The bad debt expense attributable to patients eligible under the organizations financial assistance policy is calculated from a sample review of all bad debt accounts and subsequent information. Part III, Section A, Line 4 Saint Francis Hospital, Inc.'s audited financial statements provide a separate footnote addressing the organization's net patient accounts receivable on pages 6, 7 and 8. Saint Francis Hospital, Inc. reports bad debt in accordance with Generally Accepted Accounting Principles (GAAP). Healthcare Financial Management Associate Statement 15 is followed to the extent that the provision for bad debt at cost is determined using the same cost to charge ratio that is used to calculate charity care and Medicaid shortfalls. Discounts and allowances are accounted for separately from the provision for bad debt. Accounts receivable are valued at net realizable value. Saint Francis Hospital, Inc. estimates the allowances for uncollectable receivables based on historic write-offs. Part III, Section B, Line 8 Costing Methodology: Medicare allowable costs are calculated using a cost-to-charge ratio and the Medicare filed cost report. Part III, Section C, Line 9b Saint Francis Hospital, Inc.s debt collection policy is to pursue collections of patient balances from patients who have the ability to pay for the services. Saint Francis Hospital, Inc. applies its collections efforts consistently and fairly to all patients regardless of insurance. Saint Francis Hospital, Inc. works with those individuals who do not have the financial resources to pay outstanding balances to qualify for Saint Francis Hospital, Inc.s financial assistance policy. Charges to patients qualifying for charity care under the Saint Francis Hospital, Inc. financial assistance policy are written off 100 percent. Part VI, Line 2 Needs assessment The Community Health Needs Assessment (CHNA), an essential function for Saint Francis Health System, Inc. and its hospitals, helps identify the major health needs of the community and offers insight into the services to be offered to address those needs. Saint Francis Health System, Inc. developed the community health implementation plan based upon prioritization of the community health needs assessment. Saint Francis Health System, Inc. and its hospital have the common goal of increasing health education and preventative care provided in the community setting through partnership with community organizations, faith-based organizations and other institutions. The CHNA and implementation strategies information is available to the public and posted on the Saint Francis Health System, Inc. and its hospitals websites at https://www.saintfrancis.com/about-us/commitment-to-community. Part VI, Line 3 Patient Education of Eligibility for Assistance Saint Francis Health System, Inc. and its entities are committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Saint Francis Health System makes every effort to educate patients on its charity, financial assistance policy and about their eligibility for assistance under Federal, State, or local government programs during registration, pre-registration, post registration and following discharge in languages appropriate for the population being served. This includes several ways including, but not limited to, the following: - A brochure titled "Patient Financial Policy" on financial rights and responsibility is provided to every patient at the time of their registration and is available on the Saint Francis Health System, Inc. and Saint Francis Hospital, Inc. websites. The brochure provides financial assistance program details. - The financial assistance policy, plain language summary, and application are posted on the Saint Francis Health System, Inc. and Saint Francis Hospital, Inc. websites in English and the Limited English Proficiency languages of the Primary Service Area (PSA). - Saint Francis Health System, Inc. prints a phone number where patients can obtain information about financial assistance on the back of the billing invoices. - Self-pay patients are visited by a financial counselor upon admission to verify their self-pay status. The financial counselor works with the self-pay patients to determine if the patient may qualify for assistance under a government sponsored plan. If the patient does not qualify for a government sponsored plan then the financial counselor works with the patient to determine if they qualify for charity based on the Saint Francis Health System, Inc.s financial assistance policy. - Saint Francis Health System, Inc. offers the financial assistance policy, as well as payment options as part of the patient responsibility during the follow up collection calls. Part VI, Line 4 Community Information The Primary Service Area (PSA) of Saint Francis Health System, Inc. and Saint Francis Hospital, Inc. consists of Tulsa County, where a significant majority of inpatient admissions originate. Additional information regarding the community can also be found below, and in the community health needs assessment and implementation strategy located on the organization's website at https://www.saintfrancis.com/about-us/commitment-to-community. The PSA of Tulsa County is comprised of the following representation: - 60% Caucasian - 13% Hispanic or Latino - 11% African-American - 7% Native-American - 6% Two or more races - 3% Asian In 2019, the median household income in Tulsa County was $53,327, about 9 percent below the US median. The per capita income is slightly below the national median, but higher than the average for Oklahoma. Approximately 14 percent of the PSA's population lives in poverty. Nearly 12 percent of households in the county received food stamps/Supplemental Nutrition Assistance Program (SNAP) benefits. During Oklahoma's 2019 fiscal year, there were 998,209 unduplicated Medicaid enrollees; meaning over 25 percent of the state's population was enrolled in the Medicaid program at some point in time. Tulsa County was home to 164,066 of those unduplicated enrollees or approximately 25 percent of the PSA's population. Part VI, Line 5 Promotion of community health Saint Francis Hospital, Inc. is part of an integrated healthcare delivery system with the mission of extending the presence and healing ministry of Christ in all we do. Saint Francis Health System, Inc., as a Catholic organization, seeks to reflect the presence of Christ in every personal and corporate encounter. Saint Francis Hospital, Inc. is dedicated to giving back to the community in which its employees live and work. This can be seen through Saint Francis Hospital, Inc.'s promotion of community health through community events such as sponsored on-site educational seminars and classes on health issues. Saint Francis Health System, Inc. and Saint Francis Hospital, Inc.'s governing body is comprised of community representatives on the Board of Directors that provide leadership and governance for the organization. The Board of Directors has the overall responsibility for the furtherance of the charitable purpose and the mission of Saint Francis Hospital, Inc. and the other entities that are part of Saint Francis Health System, Inc. The members of the Board of Directors are selected based on their areas of expertise and experience including such areas as education, research, business and government. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for Saint Francis Health System, Inc. Saint Francis Hospital, Inc. provides financial assistance in the form of charity care to patients who are indigent and satisfy certain requirements. Additionally, Saint Francis Hospital, Inc. is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for those patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. Saint Francis Health System, Inc. offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organizations Financial Assistance Policy. Saint Francis Hospital, Inc. reinvests its net operating income back into the facility to improve patient care, to benefit society and to allow Saint Francis Hospital, Inc. to carry out its vision to be the regional leader in the delivery of quality Catholic healthcare services. Part VI, Line 6 Affiliated healthcare system Saint Francis Hospital, Inc., the largest entity within Saint Francis Health System, Inc., has one of the busiest emergency rooms in the State of Oklahoma. Over 112,600 patients were seen in the hospitals emergency room. Additionally, Saint Francis Hospital, Inc. admitted approximately 49,000 patients; provided ancillary and diagnostic services on an outpatient basis to an additional 347,900 patients; and handled approximately 4,100 births. See Schedule O for additional information regarding Saint Francis Hospital, Inc.s role within Saint Francis Health System, Inc. Part VI, Line 7 Saint Francis Health System, Inc., which includes Saint Francis Hospital, Inc., publishes a community benefit report annually. A written report that is included in an annual issue of the Saint Francis Health System, Inc. magazine "Presence" which is distributed to more than 40,000 households across eastern Oklahoma and to all Saint Francis Health System, Inc. locations for display and pick up to help educate the community on the benefits that Saint Francis Hospital, Inc. and Saint Francis Health System, Inc. provide to the communities we serve in return for our not-for-profit status. The report is also made available to the public on the health system's website. true Alzheimer's Association Inc 2448 E 81st St Ste 3000 Tulsa OK 74137 133039601 501(c)(3) 7500 Program Support American Cancer Society Inc 4110 S 100th E Ave 101 Tulsa OK 74146 741185665 501(c)(3) 7000 Program Support American Heart Association Inc PO Box 4002903 Des Moines IA 503402903 135613797 501(c)(3) 11000 Program Support American Kidney Fund 11921 Rockville Pike Ste 300 Rockville MD 20852 237124261 501(c)(3) 100500 Program Support American Red Cross Tulsa Area Chapt 431 18th Street NW Washington DC 20006 530196605 501(c)(3) 100000 Program Support Bishop Kelley High School 3905 S Hudson Ave Tulsa OK 74135 730706623 501(c)(3) 10000 Program Support Diocese of Tulsa 2450 N Harvard Ave Tulsa OK 74115 731171950 501(c)(3) 50000 Porta Caeli House operations Flashes of Hope 36 S Franklin St Chagrin Falls OH 44022 043648694 501(c)(3) 7500 Program Support Greater Muskogee Area Chamber of Commerce 310 W Broadway St Muskogee OK 74401 730366960 501(c)(6) 5500 Program Support Holy Family Cathedral 122 W 8th St Tulsa OK 74119 730630357 501(c)(3) 50000 Program Support IRN Reuse Network 7 South State St Ste 2 Concord NH 03301 030381073 216135 Program Support Mental Health Association 1870 S Boulder Tulsa OK 741195234 730657931 501(c)(3) 140500 Program Support Oklahoma State University Center for Health Scienc 400 South Monroe Stillwater OK 74074 736097060 501(c)(3) 1000000 Program Support Osteopathic Founders Foundation Inc 8801 S Yale Ave Ste 400 Tulsa OK 74137 730583936 501(c)(3) 21736 Winterset 2019 The Foundation for Tulsa Schools 3027 S New Haven Ste 600 Tulsa OK 74114 731612027 501(c)(3) 20000 Program Support The Gospel Rescue PO Box 7004 Muskogee OK 74402 736104283 501(c)(3) 10000 Program Support FTS Golf Tournament 2017 The Parent Child Center of Tulsa 1421 S Boston Tulsa OK 74119 731113167 501(c)(3) 6500 Program Support Tulsa Area United Way Inc PO Box 1859 Tulsa OK 74101 730580283 501(c)(3) 78337 Program Support Tulsa Cares 3712 East 11th Street Tulsa OK 74112 731388569 501(c)(3) 6000 Program Support Tulsa Community Foundation 7030 S Yale Ave Ste 600 Tulsa OK 74136 731554474 501(c)(3) 75000 Program Support Tulsa Day Center for the Homelss 415 West Archer St Tulsa OK 74103 731557819 501(c)(3) 52000 Program Support Tulsa Tough Inc 214 N Main St 203 Tulsa OK 74103 273283740 501(c)(3) 247500 Tulsa Tought Sponsorship 20 2 Scholarships 216 617900 Part I, Question 2 Saint Francis Health System, Inc. offers scholarship opportunities to individuals in the nursing and allied health arena. The application process, approval process, monitoring, and in the event of default, collection process takes place in the Human Resource Department of Saint Francis Health System, Inc. To qualify for a scholarship, employees submit applications which are accumulated and ranked based on appropriate criteria. Dependent on the availability of funds, applicants are selected to receive scholarships. Chosen applicants must sign a work agreement for six months for each semester which they receive funding. Official transcripts must be submitted to document successful completion for each semester. In the event an applicant does not fulfill their scholarship agreement they are contacted via certified mail that all funds awarded are due within 30 days. If the balance is not paid in full within 30 days, collection efforts ensue with a third party collection agency. X X X X false true false false false false false false false Jake Henry Jr President/CEO/Director 1318935 472500 58002 0 35856 0 49649 0 1934942 0 0 Thomas G Neff Secretary (Until 12/31/18) 424910 108922 20934 35857 0 25987 0 616610 0 0 0 Jeffrey C Sacra Former Asst Secretary 271313 0 2635 9925 0 6908 0 290781 0 0 0 Barry L Steichen Vice President/COO/Director 775447 231385 11646 0 135021 0 23804 0 1177303 0 0 Eric E Schick Treasurer/CFO 608964 199549 11257 116377 0 22943 0 959090 0 0 0 Lynn Sund Administrator (Until 10/31/18) 468313 121695 16596 35856 0 21701 0 664161 0 0 0 Harsh Patel MD Physician 2700 1194816 0 33450 0 6992 2700 1235258 0 0 Frank Schmidt MD Physician 33336 1129795 0 18500 0 34106 0 12913 33336 1195314 0 0 Sanjeev Trehan MD Physician 11865 1102289 2500 18500 0 34106 0 19937 11865 1177332 0 0 Ryan Gursky MD Physician 9000 1037618 18500 0 34106 0 22344 9000 1112568 0 0 Ralph Ensley MD Physician 11349 775781 18500 0 34106 0 17575 11349 845962 0 0 Doug Williams Administrator (Start 11/1/18) 241367 69649 4123 54399 0 15638 0 385176 0 0 0 Part I, Line 4b A select group of highly compensated employees of Saint Francis Health System, Inc. and its related entities Saint Francis Hospital, Inc., Laureate Psychiatric Clinic and Hospital, Inc., Warren Clinic, Inc., Saint Francis Hospital South, LLC, Saint Francis Home Health, Inc., The Children's Hospital Foundation at Saint Francis, Saint Francis Hospital Vinita, Inc., and Saint Francis Hospital Muskogee, Inc. are eligible to participate in a nonqualified deferred compensation plan under Section 457(b) and 457(f) of the Internal Revenue Code of 1986, as amended under the Economic Growth and Tax Relief Reconciliation Act of 2001. NOTE: None of the individuals listed on Schedule J are compensated as board members of the reporting entity. The reported compensation is for services as employees of the reporting entity or the related organization. Martina Hum MD Married to Secretary 271665 Physician Compensation false Part IV, Line 1 Dr. Martina Hum, is an employed physician of Warren Clinic, Inc., a member of Saint Francis Health System, Inc. Dr. Hum is married to Thomas G. Neff, Senior Vice President of Strategic Planning and Secretary for Saint Francis Health System, Inc. Thomas G. Neff was the Senior Vice President of strategic planning the entire fiscal year 2019 and Secretary until December 31, 2018. Dr. Hum's compensation and benefits are reported on Form 990, Part IX, Line 6. X In-kind 146 55228 Fair Market Value false false false Form 990, Part VI, Section A, Line 1a The Organization delegates its governance to the Saint Francis Health System, Inc. Board of Directors. Saint Francis Hospital, Inc.s Board of Directors is comprised of 8 directors, 6 of which are independent. Form 990, Part VI, Section A, Line 2 Governing Body and Management Relationships Many of the persons listed on Part VII have a "Business Relationship" with each other by virtue of serving on related Saint Francis Health System, Inc. entity boards and other corporation boards. There are also "Family Relationships" requiring disclosure. The Organization has determined these associations do not present a conflict of interest. Jake Henry Jr., an officer and director, served on a board outside of Saint Francis Health System, Inc. with William R. Lissau, a director. Jake Henry Jr., an officer and director, serves on other boards outside of Saint Francis Health System, Inc. with Barry Steichen, an officer and director, and Eric Schick, an officer. Bishop David Konderla, a Trustee, serves on other boards outside of Saint Francis Health System, Inc. with William R. Lissau, a director. William R. Lissau, a director, and Michael Lissau, an officer have a family relationship. Form 990, Part VI, Section A, Line 3 The organization delegates its director responsibilities to the Saint Francis Health System, Inc. board of directors. Either the Board of Directors and a majority of the Trustees or unanimous trustee approval is required for the sale of corporate assets valued at $10,000,000 or more. Additionally, the Trustees have sole authority to: - Amend the Certificate of Incorporation - Approve mergers or consolidations - Approve the sale, lease or transfer of all, or substantially all, of the assets of the corporation - Amend the bylaws - Appointment of Board members - Approve dissolution or revocation of dissolution of the corporation Form 990, Part VI, Section A, Line 6 The Organization has five Trustees who elect the governing body. Form 990, Part VI, Section A, Line 7a The Organization has five Trustees who elect the governing body. Form 990, Part VI, Section A, Line 7b Either the Board of Directors and a majority of the Trustees or unanimous trustee approval is required for the sale of corporate assets valued at $10,000,000 or more. Additionally, the Trustees have sole authority to: - Amend the Certificate of Incorporation - Approve mergers or consolidations - Approve the sale, lease or transfer of all, or substantially all, of the assets of the corporation - Amend the bylaws - Appointment of Board members - Approve dissolution or revocation of dissolution of the corporation Form 990, Part VI, Section B, Line 11b The Finance Committee, a sub-committee of the board of directors of Saint Francis Health System, Inc. has access to the password protected form 990 online prior to filing with the IRS. Form 990, Part VI, Line 12c A request for information on potential conflicts is solicited annually from Directors, Trustees and all employees with a Manager level and above to monitor for proposed or ongoing transactions for conflicts of interest and dealing with potential or actual conflicts. There is one Director, two Trustees and one Officer/Director on the System Board of Directors with potential conflicts that were addressed by the governing body. The Directors and Officer/Director with potential conflicts recuse themselves from events that would result in a conflict. Conflicts are regularly disclosed and addressed. Form 990, Part VI, Section B, Lines 15a and 15b Compensation of officers and senior level management is reviewed annually and approved by the compensation committee with guidance from independent consultants and the use of comparative data. Form 990, Part VI, Section C, Line 19 These requests are determined on a case-by-case basis. Form 990, Part VII, Section A The hours per week reported on Form 990, Part VII for officers and directors are the hours spent on the filing entity only. The remaining portion of the 40 hours per week of the officers and directors with related compensation is allocated among the entities reported on Schedule R. Form 990, Part VIII, Line 11d Saint Francis Hospital, Inc. provides health and medical education to patients, employees, and other community members. Saint Francis Hospital, Inc. is able to better serve the community by providing additional services such as home health care and hospice services. Form 990, Part XI, Line 9 The other changes in net assets or fund balances of $14,951,954 is made up of the activity in the post retirement benefit obligation activity for the year ($294,431), beneficial interest in Childrens Hospital Foundation activity for the year $903,352, equity transfers from/to related parties $8,981,919, University of Oklahoma/Tulsa University endowment funding $914,606, and equity earnings and investments $4,446,508. Saint Francis Outreach Services LLC 6600 S Yale Ave Ste 400 Tulsa OK 74136 141841340 Health Svcs OK 22263814 2519350 SFH Care Communications LLC 6600 S Yale Ave Ste 400 Tulsa OK 74136 260015989 Comm Svcs OK 4306396 5866162 SFH All Saints Home Medical LLC 6600 S Yale Ave Ste 400 Tulsa OK 74136 731558644 Med Equipment OK 1483071 6536030 SFH Saint Francis Health System Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 731501972 Health Svcs OK 501(c)(3) 12b Type II NA false Saint Francis Hospital South LLC 6600 S Yale Ave Ste 400 Tulsa OK 74136 010603214 Health Svcs OK 501(c)(3) 3 SFHS true Laureate Psychiatric Clinic & Hosp Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 731308273 Health Svcs OK 501(c)(3) 3 SFHS true The Children's Hosp Fdn at Saint Francis 6600 S Yale Ave Ste 400 Tulsa OK 74136 202843418 Health Svcs OK 501(c)(3) 12a Type I SFHS true Saint Francis Hospital Vinita Inc 6600 Yale Ave Ste 400 Tulsa OK 74136 813747248 Health Svcs OK 501(c)(3) 3 SFHS true Saint Francis Hospital Muskogee Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 814322087 Health Svcs OK 501(c)(3) 3 SFHS true Saint Francis Home Health Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 731234331 Health Svcs OK 501(c)(3) 12a Type I SFH true Warren Clinic Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 731310891 Health Svcs OK 501(c)(3) 3 SFHS true Related Health Services Inc 6600 S Yale Ave Ste 400 Tulsa OK 74136 731288715 Health Svcs OK SFH S Corp -165124 67204476 1.00000 true Xavier Insurance Company Inc 76 St Paul St Ste 500 Burlington VT 054014477 030333599 Captive Insurance VT SFHS C Corp 0 0 true Saint Francis Payroll Services LLC 6600 S Yale Ave Ste 400 Tulsa OK 74136 450470422 Common Pay Agent OK SFHS C Corp 0 0 true Saint Francis Hlth Sys Gen-Prof Lia PO Box 3038 Milwaukee WI 532013038 756583874 Self Insurance WI SFHS Trust 0 0 true Saint Francis Pharmacy Services Inc 6600 S Yale Ave Ste 400 tulsa OK 74136 813127970 Pharmacy OK SFH S Corp 1136081 3532257 1.00000 true false true true false false false false false false true true true true false false true true true true Laureate Psychiatric Clinic & Hospital Inc L 1953467 Trans Review Laureate Psychiatric Clinic & Hospital Inc Q 46288363 Trans Review Laureate Psychiatric Clinic & Hospital Inc P 43277781 Trans Review Laureate Psychiatric Clinic & Hospital Inc R 8860998 Trans Review Warren Clinic Inc K 501486 Trans Review Warren Clinic Inc J 1162904 Trans Review Warren Clinic Inc M 9990584 Trans Review Warren Clinic Inc L 6986318 Trans Review Warren Clinic Inc Q 371085579 Trans Review Warren Clinic Inc P 322881021 Trans Review Warren Clinic Inc S 842653 Trans Review Warren Clinic Inc R 3346114 Trans Review Related Health Services Inc L 339114 Trans Review Related Health Services Inc Q 6288983 Trans Review Related Health Services Inc P 1508746 Trans Review Related Health Services Inc B 1979077 Trans Review Saint Francis Hospital South LLC L 4118187 Trans Review Saint Francis Hospital South LLC Q 91301327 Trans Review Saint Francis Hospital South LLC P 122539678 Trans Review Saint Francis Hospital South LLC S 72020 Trans Review Saint Francis Hospital South LLC R 17113431 Trans Review Saint Francis Home Health Inc C 779411 Trans Review Saint Francis Home Health Inc L 155055 Trans Review Saint Francis Home Health Inc Q 7590727 Trans Review Saint Francis Home Health Inc P 5836483 Trans Review Saint Francis Home Health Inc R 2000136 Trans Review The Children's Hospital Fdn at Saint Francis Q 892905 Trans Review The Children's Hospital Fdn at Saint Francis S 549610 Trans Review The Children's Hospital Fdn at Saint Francis C 98878 Trans Review Saint Francis Pharmacy Services Inc L 111042 Trans Review Saint Francis Pharmacy Services Inc Q 28555106 Trans Review Saint Francis Pharmacy Services Inc P 27231384 Trans Review Saint Francis Pharmacy Services Inc C 2409265 Trans Review Saint Francis Hospital Vinita Inc R 785811 Trans Review Saint Francis Hospital Vinita Inc L 582638 Trans Review Saint Francis Hospital Vinita Inc Q 18662360 Trans Review Saint Francis Hospital Vinita Inc P 17085688 Trans Review Saint Francis Hospital Muskogee Inc L 3115311 Trans Review Saint Francis Hospital Muskogee Inc Q 147927650 Trans Review Saint Francis Hospital Muskogee Inc P 145923924 Trans Review Saint Francis Hospital Muskogee Inc S 251097 Trans Review