2020-05-28T14:30:21-05:00 2019-09-30 135381590 BDO USA LLP 200 OTTAWA AVE NW SUITE 300 GRAND RAPIDS MI 49503 990 2018-10-01 382156872 Lakeland Hospitals at Niles and St Joseph Inc LAKE 2699838166 1234 Napier Avenue Saint Joseph MI 49085 PAUL KONOPACKI VP - FINANCE & CFO 2020-05-28 true JACOB COOK P01240455 6167747000 2018 2021-01-29 14:40:06Z Lakeland Health LOREN HAMEL MD 1234 Napier Avenue Saint Joseph MI 49085 458902376 false X WWW.LAKELANDHEALTH.ORG X 1985 MI TO IMPROVE HEALTH, INSPIRE HOPE AND SAVE LIVES. 17 11 3344 400 3995484 0 1171086 850325 412168408 440134581 35057645 17578972 311765 302105 448708904 458865983 0 0 0 0 188176290 193019904 0 0 0 213429358 219578265 401605648 412598169 47103256 46267814 869224591 895680287 178556338 183856254 690668253 711824033 LAKELAND HOSPITAL IS A 317 BED ACUTE CARE HOSPITAL AND PROVIDES A FULL CONTINUUM OF HEALTHCARE SERVICES TO IT'S TRI-COUNTY AREA. LAKELAND REGIONAL HEALTH SYSTEM IS THE PARENT COMPANY FOR LAKELAND HOSPITALS, NURSING HOMES, AND OTHER HEALTH-RELATED SERVICE CORPORATIONS SERVING THE TRI-COUNTY AREA. false false 305135923 440134581 HOSPITAL SERVICES PROVIDED TO 14,453 INPATIENTS AND 467,643 OUTPATIENTS FOR FISCAL YEAR 2019. 305135923 true true false false false false false false false true false false false true false false true false false false false false false false false true true false false true true false false false false false false false false true false false false false false true true false false false true 120 0 true 3344 true true true false false false false false true false false false false false X 17 11 true false false false false false false true true false false true true true true true true true true false X Frank Samuel 2694282416 1234 Napier Avenue ST JOSEPH MI 49085 DANIEL HOPP CHAIRMAN 2.0 2.0 X X 0 0 0 MICHAEL TODMAN VICE CHAIR 1.0 1.0 X X 0 0 0 TERRENCE ALLEN SECRETARY 1.0 1.0 X X 0 0 0 LOREN HAMEL MD PRESIDENT & CEO 20.0 30.0 X X 3169131 0 25007 NICKI BRITTEN DIRECTOR 1.0 1.0 X 0 0 0 ANNE BUCKLEITNER DIRECTOR 1.0 3.0 X 0 0 0 CHRISTINA FREESE DECKER DIRECTOR 1.0 1.0 X 0 0 0 LYNN GRAY MD DIRECTOR 1.0 0 X 24000 0 0 GEORGE HEENAN DIRECTOR 1.0 0 X 0 0 0 J DOUGLAS HUGGETT DIRECTOR, PHYSICIAN 49.0 1.0 X 590309 0 21449 CAREY MARTIN DIRECTOR 1.0 1.0 X 0 0 0 ROBERT NOLAN MD DIRECTOR/MEDICAL STAFF PRESIDENT 49.0 1.0 X 41172 0 0 WILLIAM PAYNE DIRECTOR 1.0 1.0 X 0 0 0 DAVID SCHAFFER DIRECTOR 1.0 1.0 X 0 0 0 SCOTT SMITH DIRECTOR 1.0 2.0 X 0 0 0 CHRISTINE VANLANDINGHAM DIRECTOR 1.0 3.0 X 0 0 0 THOMAS YEAGER DIRECTOR 1.0 1.0 X 0 0 0 NATALIE BAGGIO VP - PATIENT CARE CNE 50.0 0 X 281672 0 7622 TIMOTHY CALHOUN VP - FINANCE & CFO 15.0 35.0 X 442328 0 24142 RAY CRUSE VP - STRATEGY & HOSPITALITY 24.0 26.0 X 287024 0 18067 MELINDA GRUBER VP - POST ACUTE CARE SERVICES 23.0 27.0 X 190618 0 22871 LOWELL HAMEL MD VP - MEDICAL AFFAIRS 50.0 0 X 392740 0 21474 KENNETH O'NEILL VP - CLINICAL INTEGRATION 50.0 0 X 359245 0 23239 MARY ANN PATER VP - LEGAL & GENERAL COUNCIL 48.0 2.0 X 275160 0 20420 NORMA TIRADO-KELLENBERGER VP - IT & HR SERVICES 50.0 0 X 322424 0 19919 KENDALL TROYER VP - OP DIAG & QUALITY 50.0 0.0 X 227808 0 27568 WARREN WHITE VP - LAKELAND PHYSICIAN PRACTICES 50.0 0 X 273676 0 19919 BRANDI SMITH-GORDON VP - PHILANTHROPY & FOUNDATION PRESIDENT 5.0 45.0 X 188369 0 17791 KOUROSH BAGHELAI PHYSICIAN 50.0 0 X 476618 0 7849 STEPHEN DICKSON PHYSICIAN 50.0 0 X 308282 0 6164 ROBIN SARKAR VP - INFORMATION SERVICES 50.0 0 X 263490 0 17006 MICHELINO MANCINI CHIEF ACADEMIC OFFICER 50.0 0 X 238555 0 6219 DILIP ARORA PHYSICIAN 50.0 0 X 195561 0 2912 8548182 0 309638 97 false true false MALL CITY MECHANICAL INC 7184 DOUGLAS AVE KALAMAZOO MI 49009 CONSTRUCTION 9576629 SMITHGROUP JJR INC 35 EAST WACKER SUITE 900 CHICAGO IL 60601 CONSTRUCTION 3719153 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 ELECTRONIC HEALTH RECORD SYSTEM 2896816 SUNSET COAST ANESTHESIA ASSOCIATES 1234 NAPIER AVE ST JOSEPH MI 49085 ANESTHESIA SERVICES 2542474 NETWORK SOLUTIONS INC PO BOX 159 MUNCIE IN 47308 COMPUTER SYSTEMS 1756514 56 850325 850325 PATIENT SERVICE REVENUE 541380 438255727 434431030 3824697 OTHER OPERATING REVENUE 541380 1878854 1708067 170787 0 0 0 0 440134581 17569110 17569110 302105 302105 0 302105 302105 0 46255 25000 11393 -25000 34862 9862 34862 -25000 0 0 0 0 0 458865983 436173959 3995484 17846215 7041676 5070007 1971669 0 400920 288662 112258 145205761 104548148 40657613 7748343 5578807 2169536 21767694 15672740 6094954 10855510 7815967 3039543 352850 352850 314637 314637 74000 74000 13695767 9860952 3834815 0 565171 406923 158248 39419 28382 11037 12507415 9005339 3502076 6872329 4948077 1924252 1046907 753773 293134 4091022 2945536 1145486 25829468 18597217 7232251 1706607 1228757 477850 SUPPLIES & DRUGS 86602091 62353506 24248585 PROVISION FOR BAD DEBTS 17030304 17030304 PHYSICIAN RELATIONS 16160505 11635564 4524941 QAAP ASSESSMENTS 13680806 13680806 19008967 13686456 5322511 0 412598169 305135923 107462246 0 0 0 66647651 41059873 0 0 29742999 33917563 0 0 0 0 0 0 6921202 7230402 10374201 10003504 669565469 306944298 301245777 362621171 428358703 423523220 0 0 25934058 17324554 869224591 895680287 39005285 45442508 0 0 0 0 87879000 84105362 0 0 0 0 0 0 0 0 51672053 54308384 178556338 183856254 X 688573669 707853010 2094584 3971023 690668253 711824033 869224591 895680287 X 46267814 -1066351 -24045683 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5145020 5145020 205138214 96270839 108867375 410717 303085 107632 293567996 210370374 83197622 165303522 165303522 362621171 PROVISION FOR MEDICAL MALPRACTICE 15505808 PROVISION FOR DEFERRED COMPENSATION 5464423 PROVISION FOR POST RETIREMENT BENEFIT 6310185 INTEREST RATE SWAP AGREEMENTS 18927541 DUE TO RELATED PARTIES 8100427 54308384 433389614 -1066351 -23485693 -24552044 457941658 74000 850325 924325 458865983 395257146 0 0 395257146 74000 17267023 17341023 412598169 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN FAIR VALUE OF SWAP AGREEMENT - -6455389 PROVISION FOR BAD DEBTS - -17030304 - Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements CONTRIBUTION FROM LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ST. JOSEPH - 848070 CONTRIBUTION FROM LAKELAND HEALTH FOUNDATION, NILES - 2255 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 CONTRIBUTION FROM LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ST. JOSEPH - Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements PROVISION FOR BAD DEBTS - 17030304 CONTRIBUTION FROM LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ST. JOSEPH - 236719 true true X true X 250 false true true true false true true 1 8766 3103121 0 3103121 0.0078 1 79746 89743197 76396400 13346797 0.0337 0 0.0 2 88512 92846318 76396400 16449918 0.0416 667 35131 2081705 0 2081705 0.0053 28 538 2759847 0 2759847 0.0070 0 0 0 0 0 0.0 1 100 55000 0 55000 0.0001 476 2541 108542 0 108542 0.0003 1172 38310 5005094 0 5005094 0.0127 1174 126822 97851412 76396400 21455012 0.0542 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 112 245 2750 0 2750 0.0000 0 0.0 11 0 959 0 959 0.0000 123 245 3709 0 3709 0.0000 true 17030304 8327915 170501855 209013836 -38511981 X true true 2 1 LAKELAND HOSPITALS AT ST JOSEPH 1234 NAPIER AVENUE ST JOSEPH MI 49085 1060000010 X X X X A 2 LAKELAND HOSPITALS AT NILES 31 N SAINT JOSEPH AVENUE NILES MI 49120 1060000065 X X X X A A false false true X X X X X X X X X 18 true true true true X HTTP://WWW.LAKELANDHEALTH.ORG/HEALTH-WELLNESS/COMMUNITY-HEALTH-AND-WELLNESS/COMMUNITY-HEALTH-NEEDS-A X true 18 true HTTP://WWW.LAKELANDHEALTH.ORG/HEALTH-WELLNESS/COMMUNITY-HEALTH-AND-WELLNESS/COMMUNITY-HEALTH-NEEDS-A false true X 250.0 X X X true true X X X true X https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE X https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE X https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT NILES & ST. JOSEPH. THE 2019-2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS A COLLABORATIVE EFFORT THAT INCLUDED INPUT AND DATA FROM RESIDENTS OF BERRIEN, CASS, AND VAN BUREN COUNTIES WHICH MAKE UP LAKELAND'S SERVICE AREA AND REPRESENTS THE BROAD INTERESTS OF THE COMMUNITY RESIDENTS, WITH A PARTICULAR FOCUS ON THE MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS. THE CHNA PROJECT TEAM (PROJECT TEAM) EXECUTED THE CHNA IN ACCORDANCE WITH SIX PRINCIPLES THAT WERE INFORMED BY ACA REQUIREMENTS AND LAKELAND'S ORGANIZATIONAL COMMITMENT TO ADVANCE POPULATION HEALTH. THESE PRINCIPLES ARE INCLUSIVE INPUT, COMMUNITY VOICE, TRANSPARENT COMMUNICATION, AUTHENTIC COLLABORATION, HEALTH EQUITY, AND THE INFLUENTIAL ROLE OF SOCIAL DETERMINANTS. INPUT FROM COMMUNITY MEMBERS WAS OBTAINED VIA A SURVEY WAS ADMINISTERED IN ELECTRONIC AND PAPER FORMATS TO GOVERNMENT BODIES, AREA BUSINESSES, NON-PROFITS AND OTHER COMMUNITY ORGANIZATIONS, K-12 SCHOOLS, AND HIGHER EDUCATION INSTITUTIONS IN ADDITION TO SOLICITATION OF INPUT FROM STAKEHOLDERS WHO WERE DIVERSE BY AGE, ETHNICITY, GENDER IDENTITY, LANGUAGE PROFICIENCY, LITERACY LEVEL, PROFESSION, SEXUAL ORIENTATION, AND SOCIOECONOMIC STATUS. PARTNERING ORGANIZATIONS INCLUDE: 1. BERRIEN COUNTY HEALTH DEPARTMENT 2. ANDREWS UNIVERSITY SCHOOL OF POPULATION HEALTH, NUTRITION AND WELLNESS 3. WESTERN MICHIGAN UNIVERSITY SCHOOL OF SOCIAL WORK 4. SOUTHWEST MICHIGAN PLANNING COMMISSION 5. LOCAL K-12 SCHOOLS. IN ADDITION, LAKELAND HEALTH HAS BEEN ACTIVE IN numerous regional partnerships, including the Healthy Berrien Consortium and Be Healthy Berrien, both of which are countywide collaborations working to promote community health and wellness. Schedule H, Part V, Section B, Line 5 Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. THE 2019-2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS A COLLABORATIVE EFFORT THAT INCLUDED INPUT AND DATA FROM RESIDENTS OF BERRIEN, CASS, AND VAN BUREN COUNTIES WHICH MAKE UP LAKELAND'S SERVICE AREA AND REPRESENTS THE BROAD INTERESTS OF THE COMMUNITY RESIDENTS, WITH A PARTICULAR FOCUS ON THE MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS. THE CHNA PROJECT TEAM (PROJECT TEAM) EXECUTED THE CHNA IN ACCORDANCE WITH SIX PRINCIPLES THAT WERE INFORMED BY ACA REQUIREMENTS AND LAKELAND'S ORGANIZATIONAL COMMITMENT TO ADVANCE POPULATION HEALTH. THESE PRINCIPLES ARE INCLUSIVE INPUT, COMMUNITY VOICE, TRANSPARENT COMMUNICATION, AUTHENTIC COLLABORATION, HEALTH EQUITY, AND THE INFLUENTIAL ROLE OF SOCIAL DETERMINANTS. INPUT FROM COMMUNITY MEMBERS WAS OBTAINED VIA A SURVEY WAS ADMINISTERED IN ELECTRONIC AND PAPER FORMATS TO GOVERNMENT BODIES, AREA BUSINESSES, NON-PROFITS AND OTHER COMMUNITY ORGANIZATIONS, K-12 SCHOOLS, AND HIGHER EDUCATION INSTITUTIONS IN ADDITION TO SOLICITATION OF INPUT FROM STAKEHOLDERS WHO WERE DIVERSE BY AGE, ETHNICITY, GENDER IDENTITY, LANGUAGE PROFICIENCY, LITERACY LEVEL, PROFESSION, SEXUAL ORIENTATION, AND SOCIOECONOMIC STATUS. PARTNERING ORGANIZATIONS INCLUDE: 1. BERRIEN COUNTY HEALTH DEPARTMENT 2. ANDREWS UNIVERSITY SCHOOL OF POPULATION HEALTH, NUTRITION AND WELLNESS 3. WESTERN MICHIGAN UNIVERSITY SCHOOL OF SOCIAL WORK 4. SOUTHWEST MICHIGAN PLANNING COMMISSION 5. LOCAL K-12 SCHOOLS. IN ADDITION, LAKELAND HEALTH HAS BEEN ACTIVE IN numerous regional partnerships, including the Healthy Berrien Consortium and Be Healthy Berrien, both of which are countywide collaborations working to promote community health and wellness. Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT ST. JOSEPH. LAKELAND HOSPITAL - NILES, LAKEALND HOSPITAL - WATERVLIET, AND LAKELAND MEDICAL CENTER, ST. JOSEPH Schedule H, Part V, Section B, Line 6a Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. LAKELAND HOSPITAL - NILES, LAKEALND HOSPITAL - WATERVLIET, AND LAKELAND MEDICAL CENTER, ST. JOSEPH Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT ST. JOSEPH. THE CHNA INCLUDED INPUT FROM STAKEHOLDERS AND ORGANIZATIONS THROUGHOUT BERRIEN COUNTY. PARTNERING ORGANIZATIONS INCLUDE: BERRIEN COUNTY HEALTH DEPARTMENT, ANDREWS UNIVERSITY SCHOOL OF POPULATION HEALTH, NUTRITION AN WELLNESS, WESTERN MICHIGAN UNIVERSITY SCHOOL OF SOCIAL WORK, SOUTHWEST MICHIGAN PLANNING COMMISSION, AND LOCAL K-12 SCHOOLS. IN ADDITION, LAKELAND PARTNERS WITH OTHER ORGANIZATIONS IN BE HEALTHY BERRIEN, A COUNTY WIDE PARTNERSHIP TO REDUCE OBESITY AND ADDRESS OTHER SOCIAL DETERMINANTS OF HEALTH THROUGH POLICY AND ENVIRONMENTAL CHANGE. Schedule H, Part V, Section B, Line 6b Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. THE CHNA INCLUDED INPUT FROM STAKEHOLDERS AND ORGANIZATIONS THROUGHOUT BERRIEN COUNTY. PARTNERING ORGANIZATIONS INCLUDE: BERRIEN COUNTY HEALTH DEPARTMENT, ANDREWS UNIVERSITY SCHOOL OF POPULATION HEALTH, NUTRITION AN WELLNESS, WESTERN MICHIGAN UNIVERSITY SCHOOL OF SOCIAL WORK, SOUTHWEST MICHIGAN PLANNING COMMISSION, AND LOCAL K-12 SCHOOLS. IN ADDITION, LAKELAND PARTNERS WITH OTHER ORGANIZATIONS IN BE HEALTHY BERRIEN, A COUNTY WIDE PARTNERSHIP TO REDUCE OBESITY AND ADDRESS OTHER SOCIAL DETERMINANTS OF HEALTH THROUGH POLICY AND ENVIRONMENTAL CHANGE. Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT ST. JOSEPH. The Implementation Strategy comprises tWo components: Community Health Education and a Population Health Strategy Community Health Education comprises programs designed to shift knowledge, attitudes and behaviors - both in and outside of the health system - in ways that support good health; increase the capacity of the community and health system to improve health; and increase mutual trust between the health system and the community it serves. The interventions described below are designed to address the health needs identified in the CHNA. Mental Health 1. Expand and execute mental health education and awareness curriculum that includes topics such as mental wellness, trauma and resilience 2. Form a permanent Collective Impact Team dedicated to community education and policy change. 3. Create community-based Pop-up museums based on the Community Resiliency Model (CRM). 4. Conduct a Listening Tour to gain greater insights into the community's mental health needs. Obesity and Food Environment 5. Execute the Prescription for Health Program. Recreational Environment, Physical Environment, Food Environment, Obesity, and Social Cohesion/Support 6. Support the Twin Cities (Sustainable) Harbor Revitalization Project Healthcare Resources, Social Cohesion and Food Environment 7. Neighborhood-based Health Homes (Barbershop Initiative, Catholic Community Center, Blossom Acres, Buss Projects, Gateways Plaza, Harbor Towers, Lakeview Terrace, Community Food Network, Benton Heights Community Dinners) Healthcare Resources 8. Coordinated School Health (K-12 School-based Health) 9. Community- and School-based CPR 10. School-based CPR Population Health Strategy The Population Health Strategy will be characterized by four key attributes: 1. It will be structurally focused. 2. It will be informed by a high levels of community participation and characterized by high levels of community buy-in. 3. It will engage multiple partners from a broad and diverse cross-section of professions, perspectives, industries and sectors reflecting the wide range of social, economic and environmental factors that determine health. It will foster new, innovative and untraditional partnerships; and it will employ collaborative methods and arrangements that support sustainable partnerships. 4. The strategy will produce sustainable structures and processes that support the three aforementioned attributes and help ensure its long-term financial and organizational viability. One health need - faith-based and spiritual practices - will not be addressed due to insufficient resources and expertise, and a lack of effective interventions for a faith context characterized by high levels of polarization among the community's religious institutions. Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. The Implementation Strategy comprises tWo components: Community Health Education and a Population Health Strategy Community Health Education comprises programs designed to shift knowledge, attitudes and behaviors - both in and outside of the health system - in ways that support good health; increase the capacity of the community and health system to improve health; and increase mutual trust between the health system and the community it serves. The interventions described below are designed to address the health needs identified in the CHNA. Mental Health 1. Expand and execute mental health education and awareness curriculum that includes topics such as mental wellness, trauma and resilience 2. Form a permanent Collective Impact Team dedicated to community education and policy change. 3. Create community-based Pop-up museums based on the Community Resiliency Model (CRM). 4. Conduct a Listening Tour to gain greater insights into the community's mental health needs. Obesity and Food Environment 5. Execute the Prescription for Health Program. Recreational Environment, Physical Environment, Food Environment, Obesity, and Social Cohesion/Support 6. Support the Twin Cities (Sustainable) Harbor Revitalization Project Healthcare Resources, Social Cohesion and Food Environment 7. Neighborhood-based Health Homes (Barbershop Initiative, Catholic Community Center, Blossom Acres, Buss Projects, Gateways Plaza, Harbor Towers, Lakeview Terrace, Community Food Network, Benton Heights Community Dinners) Healthcare Resources 8. Coordinated School Health (K-12 School-based Health) 9. Community- and School-based CPR 10. School-based CPR Population Health Strategy The Population Health Strategy will be characterized by four key attributes: 1. It will be structurally focused. 2. It will be informed by a high levels of community participation and characterized by high levels of community buy-in. 3. It will engage multiple partners from a broad and diverse cross-section of professions, perspectives, industries and sectors reflecting the wide range of social, economic and environmental factors that determine health. It will foster new, innovative and untraditional partnerships; and it will employ collaborative methods and arrangements that support sustainable partnerships. 4. The strategy will produce sustainable structures and processes that support the three aforementioned attributes and help ensure its long-term financial and organizational viability. One health need - faith-based and spiritual practices - will not be addressed due to insufficient resources and expertise, and a lack of effective interventions for a faith context characterized by high levels of polarization among the community's religious institutions. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT ST. JOSEPH. Lakeland Hospitals at St. Joseph acknowledges that significant health events may result in catastrophic financial burden to a patient and family, as such Lakeland Hospitals at St. Joseph reserves the right to review catastrophic cases on an individual basis. Consideration for a reduced financial obligation will be made factoring medical bills accumulated within the last 240 days, as well as those anticipated to occur within the next 90 days. A catastrophic financial burden is one which results in a financial burden of 25% of annual household income or greater. Schedule H, Part V, Section B, Line 13 Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. Lakeland Hospitals at Niles acknowledges that significant health events may result in catastrophic financial burden to a patient and family, as such Lakeland Hospitals at Niles reserves the right to review catastrophic cases on an individual basis. Consideration for a reduced financial obligation will be made factoring medical bills accumulated within the last 240 days, as well as those anticipated to occur within the next 90 days. A catastrophic financial burden is one which results in a financial burden of 25% of annual household income or greater. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - LAKELAND HOSPITALS AT ST. JOSEPH. The organization uses FPG to determine eligibility for free care. an evaluation is not used for discounted care, as applicants that qualify for any assistance receive free care. Schedule H, Part V, Section B, Line 13 Facility A, 2 Facility A, 2 - LAKELAND HOSPITALS AT NILES. The organization uses FPG to determine eligibility for free care. an evaluation is not used for discounted care, as applicants that qualify for any assistance receive free care. 0 Schedule H, Part I, Line 7f LINES 7F AND 7I HEALTH PROFESSIONS EDUCATION - LAKELAND PREPARES HEALTH CARE PROFESSIONALS FOR THE FUTURE BY PROVIDING A VARIETY OF TRAINING PROGRAMS AND EDUCATIONAL EXPERIENCES IN CLINICAL SETTINGS FOR UNDERGRADUATE AND GRADUATE STUDENTS, MEDICAL RESIDENTS, AND NURSING AND OTHER ALLIED HEALTH PROFESSIONALS. CASH & IN-KIND DONATIONS TO COMMUNITY GROUPS - CASH CONTRIBUTIONS AND IN-KIND DONATIONS ARE DESIGNATED FOR HEALTH CARE RELATED ACTIVITIES PROVIDED BY SOCIAL SERVICE AND COMMUNITY AGENCIES, SUCH AS MEDICAL SUPPORT FOR COMMUNITY EVENTS AND PARTNERS WHO SERVE THE MOST VULNERABLE POPULATIONS. THIS AMOUNT ALSO INCLUDES LEADERSHIP INVOLVEMENT ON COMMUNITY BOARDS THAT SUPPORT ORGANIZATIONS AND THEIR EFFORTS ON BEHALF OF VULNERABLE POPULATIONS. RESEARCH - LAKELAND IS COMMITTED TO INNOVATION BY OFFERING THE MOST ADVANCED, HIGH-QUALITY TREATMENTS AND HEALTH AND HEALING SERVICES TO THE COMMUNITY. AS A RESULT, LAKELAND SPONSORS CLINICAL AND COMMUNITY HEALTH RESEARCH, AS WELL AS STUDIES ON HEALTH CARE DELIVERY. FINANCIAL ASSISTANCE - FREE OR DISCOUNTED CARE THAT LAKELAND OFFERS TO PEOPLE WHO ARE UNABLE TO PAY FOR THEIR OWN CARE AND NOT ELIGIBLE FOR PUBLIC PROGRAMS. FINANCIAL ASSISTANCE DOES NOT INCLUDE THE BAD DEBT COST, WHICH TOTALED $17,030,304 IN FY 2019 OR THE SHORTFALL FROM MEDICARE, WHICH TOTALED $38,511,981. UNREIMBURSED MEDICAID - REPRESENTS THE COST OF CARING FOR PEOPLE COVERED BY MEDICAID MINUS THE AMOUNT LAKELAND RECEIVES FROM THOSE PROGRAMS. Schedule H, Part V, Section B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: FACILITY 1: LAKELAND HOSPITALS AT ST. JOSEPH FACILITY 2: LAKELAND HOSPITALS AT NILES Schedule H, Part I, Line 7e LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES (E.G. COMMUNITY HEALTH EDUCATION, COMMUNITY BENEFIT OPERATIONS, SUPPORT GROUPS, HEALTH SCREENINGS, REDUCED-FEE CLINICS). HEALTH CARE SUPPORT SERVICES (E.G. COUNSELING, FAMILY SUPPORT SERVICES, FREE OR DISCOUNTED PRESCRIPTIONS/SUPPLIES, IN-HOME SERVICES, MEALS & NUTRITION, AND TRANSPORTATION). Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 17030304 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COST TO CHARGE RATIO USED WAS BASED ON THE COST REPORT AND IS CONSISTENT WITH THE FINANCIAL STATEMENTS. Schedule H, Part II Community Building Activities COMMUNITY BUILDING ACTIVITIES - PROGRAMS AND SERVICES THAT WHILE NOT DIRECTLY RELATED TO HEALTH CARE, ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS SUCH AS POVERTY, CRIME, AND ENVIRONMENTAL ISSUES. EXAMPLES ARE PHYSICAL IMPROVEMENTS, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, COALITION BUILDING, COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT ACTIVITIES. HEALTH EDUCATION IS PROVIDED ON THE HIGH PRIORITY HEALTH NEEDS IDENTIFIED IN THE CHNA, INCLUDING INFORMATION ON STRESS MANAGEMENT AND MENTAL HEALTH; OBESITY AND WEIGHT CONTROL; DIABETES AND KIDNEY DISEASE; HYPERTENSION AND OTHER CARDIOVASCULAR DISEASES; AND NUTRITION AND HEALTH BEHAVIORS. EDUCATION IS TAILORED TO VULNERABLE POPULATIONS IN NEIGHBORHOOD SETTINGS. FOR EXAMPLE, THE POPULATION HEALTH DEPARTMENT AT LAKELAND HAS DEVELOPED NEIGHBORHOOD-CENTERED HEALTH HOMES AT ELITE BARBERSHOP (A BARBERSHOP THAT PRIMARILY SERVES MEN) AND HARBOR TOWERS (A LOW-INCOME HOUSING FACILITY) IN BENTON HARBOR. THIS CATEGORY ALSO ENCOMPASSES ALLIANCES WITH COMMUNITY PARTNERS. FOR EXAMPLE, DISASTER READINESS PREPARATIONS AS PART OF THE FIFTH DISTRICT MEDICAL RESPONSE COALITION. LAKELAND ASSESSES THE HEALTH CARE NEEDS OF OUR COMMUNITIES IT SERVES BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS. THE FIRST STEP IN CONDUCTING THE CHNA IN 2019 WAS TO STRATIFY THE POPULATION ACCORDING TO TWO PROXY INDICATORS OF HEALTH: AGE-ADJUSTED MORTALITY AND LIFE EXPECTANCY. THIS LED TO THE IDENTIFICATION OF SIGNIFICANT HEALTH INEQUITIES ACROSS CENSUS TRACTS IN BERRIEN COUNTY. FOR INSTANCE, BENTON HEIGHTS HAS AN AGE-ADJUSTED MORTALITY RATE THREE TIMES HIGHER THAN SHOREHAM. SIMILARLY, THE LIFE EXPECTANCY OF RESIDENTS IN PARTS OF BENTON HARBOR IS ABOUT NINETEEN YEARS SHORTER THAN THAT OF PEOPLE WHO LIVE IN BERRIEN SPRINGS AND LINCOLN TOWNSHIP. PEOPLE WHO LIVE IN AND AROUND THE CITIES OF BENTON HARBOR AND NILES DIE EARLIER THAN PEOPLE WHO LIVE IN AND AROUND THE CITIES OF ST. JOSEPH, STEVENSVILLE AND BERRIEN SPRINGS. MOREOVER, 75% OF THE CENSUS TRACTS WITH THE HIGHEST DEATH RATES (I.E., THE LOWEST QUARTILE) ARE IN AND AROUND THE CITY OF BENTON HARBOR. THESE FINDINGS OF SIGNIFICANT HEALTH INEQUITIES FORMED THE FOUNDATION UPON WHICH THE PROJECT TEAM PLANNED AND EXECUTED THE CHNA. BY DIRECTING THE DATA COLLECTION PROCESS, THESE FINDINGS HELPED THE PROJECT TEAM ENSURE THAT MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS PROVIDED THEIR PERSPECTIVES ON COMMUNITY HEALTH. PLEASE VISIT OUR WEBSITE FOR MORE INFORMATION. HTTPS://WWW.SPECTRUMHEALTHLAKELAND.ORG/HEALTH-WELLNESS/COMMUNITY-HEALTH-AND-WELLNESS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE TOTAL BAD DEBT EXPENSE OF $17,030,304 EQUALS THE AMOUNT INCLUDED ON FORM 990, PART IX, LINE 24, COLUMN (A). Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO LIKELY WOULD QUALIFY UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS DETERMINED BY MULTIPLYING THE TOTAL BAD DEBT EXPENSE BY A RATIO OF ADJUSTED PATIENT CARE COST DIVIDED BY ADJUSTED PATIENT CARE CHARGES. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The Net Patient Service Revenue and Patient accounts receivable footnote, which contains bad debt expense and allowance for uncollectible accounts is on pages 17-20 of the organization's consolidated financial statements. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The methodology described in the instructions to schedule H, Part III, Section B, Line 6 does not take into account all costs incurred by the hospital and does not represent the total community benefit conferred in this area. Reasons why Medicare shortfall should be treated as community benefit are: (1) absent the Medicare program, it is likely many of the individuals would qualify for charity care or other needs-based government programs; (2) by accepting payment below cost to treat these individuals, the burdens of government are relieved with respect to these individuals; (3) there is a significant possibility that continued reduction in reimbursement may actually create difficulties in access for these individuals; and (4) the amount spent to cover the Medicare shortfall is money not available to cover charity care and other community benefit needs. In determining Medicare shortfalls the organization uses a ratio of cost-to-charges. In determining the ratio of cost-to-charges the organization adjusts for bad debt expenses, non-patient care activities, Medicaid provider taxes and community benefits accounted for, and or reported, elsewhere. The ratio of cost-to-charges is applied to Medicare charges to determine shortfalls in Medicare reimbursements. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Patients who qualify for financial assistance are eligible for free care, and thus no collection actions are taken. If financial assistance eligibility would be discovered after commencement of a collection action, then such collection action would be suspended or reversed. Schedule H, Part V, Section B, Line 16a FAP website A - LAKELAND HOSPITALS AT ST. JOSEPH: Line 16a URL: https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website A - LAKELAND HOSPITALS AT ST. JOSEPH: Line 16b URL: https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - LAKELAND HOSPITALS AT ST. JOSEPH: Line 16c URL: https://www.spectrumhealthlakeland.org/PATIENT-VISITOR-GUIDE/PATIENT/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment THE ORGANIZATION USES NEEDS ASSESSMENT PREPARED BY THE COUNTY HEALTH DEPARTMENT AND PARTICIPATES IN A REGIONAL HEALTHY BERRIEN COMMUNITY COMMITTEE TO ADDRESS HEALTH NEEDS. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance THE ORGANIZATION EMPLOYS MORE THAN 12 FINANCIAL COUNSELORS WHO ASSIST PATIENTS WITH ELIGIBILITY. Schedule H, Part VI, Line 4 Community information LAKELAND SERVES ALL OF BERRIEN COUNTY, AND PARTS OF VAN BUREN AND CASS COUNTIES. ALL THREE COUNTIES ARE LOCATED IN THE SOUTHWEST CORNER OF MICHIGAN. THIS SERVICE AREA IS DETERMINED BY THE LOCATION OF LAKELAND'S FACILITIES AND PATIENTS' PLACES OF RESIDENCE. THE 2019 CHNA IDENTIFIES THE HEALTH NEEDS OF BERRIEN COUNTY. Schedule H, Part VI, Line 5 Promotion of community health COMMUNITY HEALTH IMPROVEMENT SERVICES & COMMUNITY BENEFIT OPERATIONS - REPRESENTS ACTIVITIES THAT HELP IMPROVE THE HEALTH AND QUALITY OF LIFE FOR PEOPLE IN THE COMMUNITY. HEALTH PRESENTATIONS INCLUDE: STROKE 101, MY PLATE 101, BABYSITTING WITH CONFIDENCE, EXPECTANT PARENT CLASS, SMOKE FREE LIFE, BABY THINK IT OVER, SENIOR-EXPO, PRE-DIABETES, FALLS PREVENTION AND MEDICATION SAFETY, HEARTSAFE AND MY HEART 101. LAKELAND ALSO HOSTED MANY HEALTH SPEAKER SERIES SUCH AS BACK SURGERY - TYPES, RECOVERY, RISKS AND BENEFITS, EAR NOSE AND THROAT CONDITIONS, MANAGING DEPRESSION OR BIPOLAR DISORDER, WEIGHT LOSS, WHY SEE A RHEUMATOLOGIST FOR EVALUATION OF JOINT PAIN, AND USES OF THE DAVINCI ROBOT. CANCER SCREENINGS INCLUDE: LUNG, PROSTATE, BREAST, SKIN AND COLORECTAL. SUPPORT PROGRAMS INCLUDE: LOOK GOOD...FEEL BETTER, RAINBOWS OF HOPE, PARKINSON'S, BREASTFEEDING, SMOKE FREE LIFE, SOUTHWEST MICHIGAN OSTOMY AND MANY HOSPICE SUPPORTING GROUPS. LAKELAND SUPPORTS PARISH AND SENIOR CENTER NURSES, AND NUMEROUS HEALTH SCREENINGS SUCH AS BONE DENSITY, BLOOD PRESSURE AND CHOLESTEROL. COMMUNITY-BASED CLINICAL SERVICES INCLUDES: THE SANE (SEXUAL ASSAULT NURSE EXAMINER) CLINIC AND THE SICKLE CELL CLINIC. HEALTH CARE SUPPORT SERVICES ENCOMPASS: ASSISTANCE TO ENROLL IN PUBLIC MEDICAL PROGRAMS, THE HEALTH RESOURCE LIBRARY AT NILES, FREE OR DISCOUNTED PRESCRIPTIONS/SUPPLIES, TRANSPORTATION, MEDICAL EQUIPMENT, HOME CARE, HOME INFUSION, CALLSAFE FINANCIAL ASSISTANCE, HARVEST GATHERING FOOD DRIVE, MEALS ON WHEELS, AND CAR SEAT CHECKS. THE PURPOSE OF THE POPULATION HEALTH COMMITTEE OF THE LAKELAND BOARD OF DIRECTORS IS TO APPROVE THE ANNUAL COMMUNITY BENEFITS REPORT. IN ADDITION, THE COMMITTEE WORKS TO PROVIDE STRATEGIC GUIDANCE OVER EFFORTS TO IMPROVE THE HEALTH OF ALL PEOPLE WHO RESIDE IN LAKELAND'S SERVICE AREA, NOT JUST PATIENTS WHO RECEIVE CARE AT A LAKELAND FACILITY. NICKI BRITTEN, CHAIR, BERRIEN COUNTY HEALTH DEPT. JOSHUA COSNER, KINEXUS LOREN B. HAMEL, MD, SPECTRUM HEALTH LAKELAND FREDERICK JOHANSEN, MD, BERRIEN COUNTY HEALTH DEPT. LYNN KELLOGG, AREA AGENCY ON AGING ELIZABETH MCCREE, ATTORNEY PRACTICING IN BH ANNA MURPHY, UNITED WAY OF SW MICHIGAN DAVID SCHAFFER, KRUGEL LAWTON CPAA'S TIFFANY RUSSELL, NILES DISTRICT LIBRARY IN ACCORDANCE WITH IRS REQUIREMENTS, BELOW IS A SUMMARY OF THE IMPACT OF THE IMPLEMENTATION STRATEGY THAT WAS UNDERTAKEN TO ADDRESS THE PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2016 CHNA. * INCREASED MENTAL HEALTH AWARENESS AND COMMUNITY CAPACITY TO ADDRESS MENTAL HEALTH CONCERNS. MENTAL HEALTH-RELATED TRAININGS WERE PROVIDED TO OVER 110 ORGANIZATIONS AND REACHED MORE THAN 800 INDIVIDUALS. A COMPREHENSIVE MENTAL HEALTH-RELATED CURRICULUM WAS DEVELOPED AND IS BEING DELIVERED THROUGH A REGIONAL MULTI-STAKEHOLDER COLLECTIVE IMPACT INITIATIVE. MENTAL ILLNESS IS LESS STIGMATIZED AS EVIDENCED BY THE SIGNIFICANT INCREASE IN THE NUMBER OF COMMUNITY MEMBERS AND ORGANIZATIONS SEEKING EDUCATION AND TRAINING. * INCREASED COMMUNITY HEALTH EDUCATION PROVIDED IN "NON-TRADITIONAL" SETTINGS. THIS WAS ACHIEVED THROUGH THE DEVELOPMENT AND EXECUTION OF A NEIGHBORHOOD-BASED HEALTH HOME MODEL IN WHICH HEALTH EDUCATION IS PROVIDED IN "NON-TRADITIONAL" SETTINGS (E.G., BARBERSHOPS, PUBLIC HOUSING COMPLEXES COMMUNITY FOOD NETWORKS) THAT SERVE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS. * DEVELOPED CULINARY SKILLS OF AND EXPANDED ACCESS TO NUTRITIOUS FOODS FOR MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY, AND LIMITED ENGLISH PROFICIENCY RESIDENTS. THIS WAS ACHIEVED THROUGH THE IMPLEMENTATION OF TWO PROGRAMS: THE RX FOR HEALTH PROGRAM PROVIDED NUTRITION EDUCATION AND INCREASED ACCESS TO FRESH FRUITS AND VEGETABLES; AND THE COMMUNITY KITCHEN CLUB ADMINISTERED A CO-DESIGNED CURRICULUM THAT ENHANCED PARTICIPANTS' CULINARY SKILLS. * INCREASED COMMUNITY TRUST IN LAKELAND ASSOCIATES. THIS WAS ACHIEVED THROUGH THE CO-DESIGN AND IMPLEMENTATION OF COMMUNITY-DIRECTED PROGRAMMING. * INCREASED COMMUNITY CAPACITY FOR ADVOCACY AROUND ISSUES OF HOUSING AND PUBLIC SAFETY. WITH SUPPORT AND GUIDANCE FROM THE POPULATION HEALTH TEAM, RESIDENTS OF A NEIGHBORHOOD-BASED HEALTH HOME DEVELOPED THE CAPACITY TO HOLD PUBLIC AUTHORITIES ACCOUNTABLE FOR MEETING STATUTORILY MANDATED HOUSING NEEDS. * INCREASED ACCESS TO FRESHER AND HIGHER QUALITY SCHOOL MEALS. THIS RESULTED FROM A PLATE WASTE PROJECT UNDERTAKEN BY HIGH SCHOOL STUDENTS, THE RESULTS OF WHICH INFORMED A REVISION OF THE SCHOOL MEAL PROGRAM. Schedule H, Part VI, Line 6 Affiliated health care system THE ORGANIZATION IS PART OF LAKELAND REGIONAL HEALTH SYSTEM WHICH SERVES THE SAME GEOGRAPHIC AREA FOR HEALTHCARE RELATED SERVICES. Schedule H, Part VI, Line 7 State filing of community benefit report MI X X X X false true false false false false false false false LOREN HAMEL MD PRESIDENT & CEO 508000 0 0 0 2661131 0 20053 0 4954 0 3194138 0 0 0 J DOUGLAS HUGGETT DIRECTOR, PHYSICIAN 550014 0 4247 0 36048 0 16985 0 4464 0 611758 0 0 0 NATALIE BAGGIO VP - PATIENT CARE CNE 235100 0 24444 0 22128 0 4660 0 2962 0 289294 0 0 0 TIMOTHY CALHOUN VP - FINANCE & CFO 364832 0 36478 0 41018 0 16628 0 7514 0 466470 0 0 0 RAY CRUSE VP - STRATEGY & HOSPITALITY 237100 0 24658 0 25266 0 14444 0 3623 0 305091 0 0 0 MELINDA GRUBER VP - POST ACUTE CARE SERVICES 164600 0 8554 0 17464 0 9589 0 13282 0 213489 0 0 0 LOWELL HAMEL MD VP - MEDICAL AFFAIRS 305344 0 30530 0 56866 0 15992 0 5482 0 414214 0 0 0 KENNETH O'NEILL VP - CLINICAL INTEGRATION 284294 0 13727 0 61224 0 16399 0 6840 0 382484 0 0 0 MARY ANN PATER VP - LEGAL & GENERAL COUNCIL 233929 0 11738 0 29493 0 13319 0 7101 0 295580 0 0 0 NORMA TIRADO-KELLENBERGER VP - IT & HR SERVICES 285219 0 29072 0 8133 0 13974 0 5945 0 342343 0 0 0 KENDALL TROYER VP - OP DIAG & QUALITY 208208 0 10406 0 9194 0 12266 0 15302 0 255376 0 0 0 WARREN WHITE VP - LAKELAND PHYSICIAN PRACTICES 240656 0 24059 0 8961 0 13974 0 5945 0 293595 0 0 0 BRANDI SMITH-GORDON VP - PHILANTHROPY & FOUNDATION PRESIDENT 178464 0 8922 0 983 0 3584 0 14207 0 206160 0 0 0 KOUROSH BAGHELAI PHYSICIAN 344250 0 91259 0 41109 0 0 0 7849 0 484467 0 0 0 STEPHEN DICKSON PHYSICIAN 280385 0 5000 0 22897 0 0 0 6164 0 314446 0 0 0 ROBIN SARKAR VP - INFORMATION SERVICES 242300 0 7108 0 14082 0 9240 0 7766 0 280496 0 0 0 MICHELINO MANCINI CHIEF ACADEMIC OFFICER 212347 0 360 0 25848 0 6219 0 0 0 244774 0 0 0 DILIP ARORA PHYSICIAN 192230 0 720 0 2611 0 0 0 2912 0 198473 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan LAKELAND MAINTAINS A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE INDIVIDUALS LISTED IN PART VII WHO PARTICIPATED IN THE PLAN ARE: LOREN HAMEL, MD; TIMOTHY CALHOUN; RAY CRUSE; LOWELL HAMEL, MD; KENNEHT O'NEILL, MD; MARY ANN PATER; NORMA TIRADO-KELLENBERGER; WARREN WHITE; BRANDI SMITH-GORDON; NATALIE BAGGIO; MELINDA GRAHAM-GRUBER A HOSPITAL AUTHORITY OF THE CITY OF ST JOSEPH (MI) 383151499 790678CC8 2003-12-17 41525000 REFUND BONDS ISSUED 1/13/1994 AND FACILITY CONSTRUCTION AND IMPROVEMENTS false false false B HOSPITAL AUTHORITY OF THE CITY OF ST JOSEPH (MI) 383151499 790678CD6 2006-01-26 50000000 FACILITY CONSTRUCTION AND IMPROVEMENTS false false false A 17843043 41643043 193091 31392506 10057446 2004 true false true true B 14713405 52613405 467500 1012738 51133167 2007 false false true true A false false true true false 0.0 false false false B false false false false 0.0 false false false A false false true false true true UBS AG 28.0 false false false false false B true true true UBS AG 28.9 false false true CITIGROUP GLOBAL MA 3.0 true false false A false B false Schedule K, Part I, Column (a) RECONCILIATION OF BOND PROCEEDS - LINE 1 TOTAL ISSUED PROCEEDS: 41,643,043 MINUS ISSUANCE COSTS: 193,091 MINUS WORKING CAPITAL EXPENDITURES: 31,392,506 EQUALS CAPITAL EXPENDITURES FROM PROCEEDS: 10,057,446 Schedule K, Part I, Column (b) RECONCILIATION OF BOND PROCEEDS - LINE 2 TOTAL PROCEEDS ISSUED: 52,613,405 MINUS ISSUANCE COSTS: 467,500 MINUS WORKING CAPITAL EXPENDITURES: 1,012,738 EQUALS CAPITAL EXPENDITURES FROM PROCEEDS: 51,133,167 LYNN TODMAN FAMILY 146344 SEE SCH. L, PART V false INEZ BONIFACE FAMILY 88972 SEE SCH. L, PART V false PHILLIP COOPER FAMILY 88947 SEE SCH. L, PART V false DANIELLE ARNOLD FAMILY 45089 SEE SCH. L, PART V false JENNIFER MAIER FAMILY 31568 SEE SCH. L, PART V false Schedule L, Part V FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MR. MICHAEL TODMAN, A MEMBER OF THE BOARD OF DIRECTORS, HAS A SPOUSE THAT IS EMPLOYED BY THE ORGANIZATION (PART IV, LINE 1). Schedule L, Part V FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MR. LOWELL HAMEL, AN OFFICER OF THE ORGANIZATION, HAS A DAUGHTER THAT is EMPLOYED BY THE ORGANIZATION (PART IV, LINE 4). Schedule L, Part V FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MR. LOREN HAMEL, AN OFFICER AND DIRECTOR OF THE ORGANIZATION, HAS A SON AND SISTER-IN-LAW THAT ARE EMPLOYED BY THE ORGANIZATION (PART IV, LINE 2, 3). Schedule L, Part V FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MR. TIMOTHY CALHOUN, AN OFFICER OF THE ORGANIZATION, HAS A DAUGHTER THAT IS EMPLOYED BY THE ORGANIZATION (PART IV, LINE 5). Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS LOREN HAMEL, MD AND LOWELL HAMEL, MD - FAMILY RELATONSHIP Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE REVIEW PROCESS FOR THIS FORM 990 IS AS FOLLOWS: 1. PREPARATION OF THE RETURN IS SUPERVISED AND REVIEWED BY THE ORGANIZATION'S CORPORATE TAX MANAGER. 2. A SECOND REVIEW IS PERFORMED BY AN EXTERNAL CPA FIRM WITH EXPERTISE IN TAX-EXEMPT RETURN PREPARATION. 3. THE RETURN IS REVIEWED BY THE ORGANIZATION'S FINANCE AND LEGAL DEPARTMENTS (INCLUDING THE CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER AND CORPORATE CONTROLLER) AND SHARED WITH THE MEMBERS OF THE FINANCE AND AUDIT COMMITTEE AND BOARD OF DIRECTORS. 4. THE ORGANIZATION'S VICE PRESIDENT, FINANCE REVIEWS COMMENTS OR QUESTIONS RECEIVED BY MEMBERS OF THE BOARD OF DIRECTORS, IF ANY, TO ADDRESS OR TO INCORPORATE, AS APPROPRIATE, INTO THE RETURN PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE CORPORATE COMPLIANCE DEPARTMENT, IN ACCORDANCE WITH CONFLICT OF INTEREST POLICY, ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST DISCLOSURE SURVEY TO ALL CORPORATE AND SUBSIDIARY ORGANIZATION BOARD MEMBERS, EXECUTIVES AND OTHER LEADERSHIP EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT, THROUGH THE GOVERNANCE COMMITTEE, COMPLIES AND ANALYZES SURVEY DATA BY ORGANIZATION, INVESTIGATES, AND REVIEWS POTENTIAL CONFLICTS WITH THE ORGANIZATION'S CEO AND BOARD CHAIR, AND WHEN NECESSARY, RECOMMENDS ACTIONS TO BE TAKEN TO RESOLVE IDENTIFIED CONFLICTS. A COMPLETE REPORT OF ALL CORPORATE AND SUBSIDIARY BOARD MEMBER AND EXECUTIVE DISCLOSURES, CONFLICTS IDENTIFIED AND ACTIONS TAKEN IS REVIEWED BY THE GOVERNANCE COMMITTEE AND EACH SUBSIDIARY CEO AND BOARD CHAIR RECEIVES A REPORT SPECIFIC TO THEIR ORGANIZATION'S BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS FAILING TO COMPLETE A DISCLOSURE SURVEY OR INTENTIONALLY FAILING TO REPORT A KNOWN CONFLICT OF INTEREST ARE ASKED TO RESIGN. Form 990, Part VI, Line 15a Process to establish compensation of top management official AN INDEPENDENT FIRM IS HIRED BY THE BOARD TO DETERMINE COMPENSATION PACKAGES FOR THE CEO AND SENIOR MANAGEMENT ON AN ANNUAL BASIS. THE FIRM PRESENTS COMPARATIVE PAY RANGES AND COMPENSATION RECOMMENDATIONS TO THE GOVERNANCE (COMPENSATION) COMMITTEE FOR THEIR APPROVAL. FOR SENIOR MANAGEMENT, THE CEO CAN PROVIDE INPUT AND RECOMMENDATIONS TO THE GOVERNANCE COMMITTEE. FOR THE CEO'S COMPENSATION, THE GOVERNANCE COMMITTEE PRESENTS THE COMPENSATION PACKAGE TO THE FULL BOARD FOR APPROVAL. WRITTEN CONTRACTS FOR THE CEO ARE APPROVED BY THE FULL BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE USED THE 2017 COMPENSATION SURVEY DATA TO DETERMINE 2018 COMPENSATION PACKAGES AND INCREASED IT BY 2% TO DETERMINE THE 2019 COMPENSATION PACKAGES. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A REPORTED COMPENSATION AND HOURS THE COMPENSATION REPORTED FOR EMPLOYEES OF THE ORGANIZATION IS NOT FOR SERVICES IN THEIR CAPACITY AS MEMBERS OF THE BOARD OF DIRECTORS BUT FOR SERVICES AS EMPLOYEES OF THE HEALTH SYSTEM. CERTAIN DIRECTORS WERE PAID REASONABLE COMPENSATION FOR THEIR SERVICES AS MEMBERS OF THE BOARD. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Unrealized Gain (Loss) SWAP Valuation - -6455389; Allocation of Expenses to Related Parties - -376885; Transfers to Related Organizations - -16537427; Transfer of Great Lakes Hearth & Vascular - -616225; Other Changes in unrestricted net assets - -59757; Form 990, Part XII, Line 2c OVERSIGHT OF AUDIT THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. 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true false false false true true true false false Schedule R, Part II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATIONS: LAKELAND HEALTH FOUNDATION, NILES PRIMARY ACTIVITY: PROMOTE/ASSIST IN PROVIDING HEALTH CARE SERVICES IN SOUTHWESTERN MICHIGAN NAME OF RELATED ORGANIZATION: MERCY MEMORIAL HEALTH SERVICES, INC. PRIMARY ACTIVITY: PROVIDE HOMECARE AND LONG-TERM HEALTHCARE TO PATIENTS IN SOUTHWEST MICHIGAN