2020-11-13T12:41:47-06:00 2019-12-31 990 2019-01-01 420504780 ST LUKE'S METHODIST HOSPITAL STLU 3193697796 1026 A AVENUE NE CEDAR RAPIDS IA 52402 MICHAEL HEINRICH EXEC VP/CFO 3193697796 2020-11-05 205.167.3.34 2020-11-05 10:57:44 CS P F1604245A147518CBE08B3B38589C677CA2A5196 F1604245A147518CBE08B3B38589C677CA2A5196 2019 2021-01-29 14:40:06Z ST LUKE'S HOSPITAL MICHELLE NIERMANN 1026 A AVENUE NE CEDAR RAPIDS IA 52402 457942196 0 X WWW.UNITYPOINT.ORG/CEDARRAPIDS X 1903 IA TO GIVE THE HEALTHCARE WE'D LIKE OUR LOVED ONES TO RECEIVE. 20 17 3364 771 1969798 124978 3435994 3623373 397357116 398599776 11753392 8781059 3109685 4893187 415656187 415897395 12828517 32032597 0 0 195520437 197000106 0 0 0 174161887 177055207 382510841 406087910 33145346 9809485 482358210 531938029 132284529 144673972 350073681 387264057 X THE MISSION OF ST. LUKE'S METHODIST HOSPITAL IS TO GIVE THE HEALTHCARE WE'D LIKE OUR LOVED ONES TO RECEIVE. OUR STRATEGIC FRAMEWORK IS BUILT UPON THESE PILLARS: 1. DEMONSTRABLY BETTER QUALITY IN OUR PATIENT CARE. WE STRIVE TO PROVIDE THE BEST POSSIBLE HEALTHCARE SERVICE TO OUR PATIENTS AND THEIR FAMILIES. OUR SERVICES ARE ACCESSIBLE TO ALL PERSONS REGARDLESS OF RACE, RELIGION, GENDER OR ABILITY TO PAY.2. ST. LUKE'S IS COMMITTED TO BEING THE WORKSHOP OF CHOICE FOR PHYSICIANS WHO PRACTICE IN OUR HOSPITAL.3. ST. LUKE'S IS COMMITTED TO PARTNERING WITH ALL PERSONNEL, WHO TOGETHER MAKE UP THE BOARD OF DIRECTORS, MEDICAL STAFF, VOLUNTEERS, EMPLOYEES AND STUDENTS WHICH RESULTS IN PERSONAL SATISFACTION, RECOGNITION, ACHIEVEMENT AND COMMITMENT.4. ST. LUKE'S IS COMMITTED TO STRENGTHENING OUR CORE SERVICES TO RENDER THE HIGHEST QUALITY OF HEALTHCARE.5. ST. LUKE'S IS COMMITTED TO BEING A REGIONAL RESOURCE FOR EASTERN IOWANS. 0 0 329515467 24819309 402984594 HEALTH CARE SERVICES:ST. LUKE'S METHODIST HOSPITAL IS AN IMPORTANT ELEMENT OF THE HEALTH-CARE DELIVERY SYSTEM THAT THE CEDAR RAPIDS COMMUNITIES RELY ON EVERY DAY. IT IS COMMITTED TO PROVIDING QUALITY HEALTH CARE, AND TO USING ITS RESOURCES TO THE GREATEST COMMUNITY BENEFIT.ST. LUKE'S METHODIST HOSPITAL PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES TO TREAT INDIVIDUALS WITH DISEASES, ILLNESS AND INJURIES WITH VARYING COMPLEXITIES. IT PROVIDES SERVICES TO IMPROVE THE HEALTH OF PATIENTS AND TO BETTER THEIR QUALITY OF LIFE. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. THESE INCLUDE, BUT ARE NOT LIMITED TO, GENERAL ACUTE CARE, SURGERIES, HOME HEALTH, INTENSIVE CARE AND CRITICAL CARE, MENTAL HEALTH CARE, CARDIOLOGY, ONCOLOGY, REHABILITATION, SKILLED NURSING, BEHAVIORAL DISORDER PROGRAMS, MATERNAL/CHILD CARE, LABORATORY, PALLIATIVE CARE, PHARMACEUTICAL DRUGS, EMERGENCY SERVICES, OUTPATIENT CLINICS, CHECK-UPS AND RADIOLOGY. SOME OF THE SERVICES PROVIDED DO NOT GENERATE ENOUGH INCOME TO OFFSET THEIR COST. IN THE FISCAL PERIOD ENDED DECEMBER 31, 2019, ST. LUKE'S METHODIST HOSPITAL ADMITTED 17,496 PATIENTS RESULTING IN A TOTAL OF 77,352 PATIENT DAYS. OUTPATIENT VISITS TOTALED 613,688 AND TOTAL OUTPATIENT SURGERY REGISTRATIONS, INCLUDING THE DIGESTIVE HEALTH CENTER, FOR THE SAME PERIOD WERE 18,892. THERE WERE ALSO 50,551 EMERGENCY ROOM VISITS AND 2,357 BABIES DELIVERED. 25663328 7213288 0 COMMUNITY BENEFIT, INCLUDING CHARITY CARECHARITY CARE AND MEANS-TESTED PROGRAMS: ST. LUKE'S METHODIST HOSPITAL PROVIDES CHARITY CARE AND OTHER MEANS-TESTED PROGRAMS WITH THE GOAL TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THIS INCLUDES HEALTH-CARE SERVICES REGARDLESS OF THE PATIENT'S INSURANCE COVERAGE OR FINANCIAL STATUS. CHARITY CARE AND PARTIAL TO FULL FINANCIAL ASSISTANCE IS PROVIDED TO PATIENTS ON A CASE-BY-CASE BASIS. CHARITY CARE WAS MADE AVAILABLE TO PEOPLE AT A VALUE OF $2,176,772 IN 2019. OFTENTIMES, ST. LUKE'S METHODIST HOSPITAL RECEIVES PAYMENTS FROM PAYORS OR PATIENTS THAT ARE LESS THAN IT CHARGES FOR SERVICES. ST. LUKE'S METHODIST HOSPITAL PARTICIPATES IN MEDICAID AND OTHER GOVERNMENT-SPONSORED HEALTH-CARE PROGRAMS. ST. LUKE'S METHODIST HOSPITAL'S NET COST OF PROVIDING CARE FOR WHICH IT RECEIVES PAYMENT BELOW ITS COST IS $14,427,820 FOR 2019. TOTAL CHARITY CARE AND MEANS-TESTED PROGRAMS REPORTED VALUE: $16,604,592.OTHER BENEFITS: ST. LUKE'S METHODIST HOSPITAL PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS MAY INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; HEALTH PROFESSIONAL'S EDUCATION; SUBSIDIZED HEALTH SERVICES, AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. ST. LUKE'S METHODIST HOSPITAL COLLABORATES WITH OTHER HOSPITALS, CHURCHES, SCHOOLS, CHAMBERS OF COMMERCE AND DAYCARE CENTERS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. ST. LUKE'S METHODIST HOSPITAL HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. APPROXIMATELY 10,120 PERSONS WERE SERVED THROUGH THESE PROGRAMS. TOTAL OTHER BENEFITS REPORTED VALUE: $9,058,736. 355178795 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 X 0 0 1 3364 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 20 17 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X MICHAEL HEINRICH EXEC VPCFO 3193697796 1026 A AVENUE NE CEDAR RAPIDS IA 52402 CHARLES BECKER BOARD VICE CHAIR 1.00 1.00 X X 0 0 0 STEPHEN BURKE MD BOARD MEMBER 1.00 1.00 X 0 0 0 STEVEN CAVES BOARD MEMBER 1.00 1.00 X 0 0 0 MOHIT CHAWLA MD FR 119 - 719 BOARD MEMBER 1.00 40.00 X 0 722373 38843 TERRI CHRISTOFFERSEN BOARD MEMBER 1.00 1.00 X 0 0 0 GREGORY CHURCHILL BOARD MEMBER 1.00 1.00 X 0 0 0 RANDY EASTON BOARD MEMBER 1.00 1.00 X 0 30706 0 SALLY GRAY BOARD MEMBER 1.00 1.00 X 0 20750 0 ANNE GRUENEWALD BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN HERRING MD BOARD SECRETARY 1.00 1.00 X X 0 0 0 DOUG LAIRD BOARD MEMBER 1.00 1.00 X 0 0 0 LURA MCBRIDE BOARD MEMBER 1.00 1.00 X 0 0 0 KATHLEEN MINETTE BOARD MEMBER 1.00 1.00 X 0 0 0 ROBIN MIXDORF BOARD MEMBER 1.00 1.00 X 0 0 0 GENE NEIGHBOR BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELLE NIERMANN BOARD MEMBER & PRESIDENT/CEO 40.00 1.00 X X 591431 0 196341 DOUG OLSON BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM PROWELL BOARD CHAIR 1.00 1.00 X X 0 0 0 CHRIS SKOGMAN BOARD MEMBER 1.00 1.00 X 0 0 0 LORI SUNDBERG BOARD MEMBER 1.00 1.00 X 0 0 0 CASEY GREENE FR 0419 VP/COO 40.00 1.00 X 192442 0 37018 MICHAEL HEINRICH EXEC VP FINANCE/CFO 40.00 1.00 X 384549 0 82717 MARGARET BRADKE VP TRANSITIONS & EXPERIENCES 40.00 0.00 X 272368 0 36647 MICHAEL EASLEY ADM DIR, FAC, PLNG & OPER 40.00 0.00 X 207106 0 19424 CARMEN KLEINSMITH SR VP/CHIEF NURSING EXEC 40.00 0.00 X 317986 0 85608 JOSEPH LINN VP HR & OPERATIONS 40.00 0.00 X 254966 0 22282 PATRICK THIES DIRECTOR PHARMACY SVCS 40.00 0.00 X 199569 0 49094 LORI WEIH OSC/COMM RELATIONS DIR 40.00 0.00 X 183999 0 16043 RITU BANSAL BDS MS DIR DENTAL HEALTH CENTER 40.00 0.00 X 174079 0 63091 ERIC BRIESEMEISTER CEO-JRMC 1.00 40.00 X 227839 0 40965 JULIE KARLAN PHARMACIST 40.00 0.00 X 167004 0 32195 MARY KLINGER PRESIDENT-HCF 40.00 0.00 X 212018 0 25857 TODD STEINBERG MEDICAL PHYSICIST 40.00 0.00 X 221459 1716 39795 THEODORE TOWNSEND JR TO 1218 FORMER PRESIDENT/CEO 0.00 0.00 X 1336919 0 269623 MARY ANN OSBORN TO 1215 FORMER SENIOR VP/CCO 0.00 40.00 X 0 470063 36131 4943734 1245608 1091674 93 1 1 0 HAYES LOCUMS LLC 6700 N ANDREWS AVE STE 600 FT LAUDERDALE FL 33309 PHYSICIAN SERVICES 13535539 GRAHAM CONSTRUCTION CO INC 421 GRAND AVE DES MOINES IA 50309 CONSTRUCTION SERVICES 12967701 OWENS & MINOR DISTRIBUTION 12199 COLLECTION CENTER DR CHICAGO IL 60693 MEDICAL EQUIPMENT 12333298 CHG MEDICAL STAFFING INC PO BOX 972670 DALLAS TX 75397 PHYSICIAN SERVICES 8544240 GASTROENTEROLOGISTS PC 931 8TH AVE SE CEDAR RAPIDS IA 52401 PHYSICIAN SERVICES 6987127 173 1499943 391736 1731694 3623373 NET PATIENT REVENUE 900099 373654447 373654447 MGMT & SUPPORT SVCS 561000 8957381 8957381 LABORATORY SERVICES 621510 7762459 5830801 1931658 SUBS & JOINT VENTURES 900099 4186963 4186963 RENTAL INCOME 531100 3893179 3893179 145347 145347 398599776 4927220 4927220 45475755 252618 40530449 1344085 4945306 -1091467 3853839 3853839 23488 6971 16517 16517 540670 163296 377374 377374 SHARED SAVINGS REVENUE 900099 3968487 3968487 MISCELLANEOUS REVENUE 900099 1720321 1682181 38140 CAFETERIA/FOOD SVCS 722210 114476 114476 -1303988 -1303988 4499296 415897395 401014798 1969798 9289426 31932887 31932887 99710 99710 3149590 3149590 204100 204100 157208450 137573206 19635244 6089038 5328521 760517 20449545 17895409 2554136 9899383 8662956 1236427 37225939 20824689 16401250 803367 14982 788385 1127802 440078 687724 29418247 26568971 2849276 1087711 476414 611297 4673053 3964718 708335 -1306875 -1306875 14637461 14274327 363134 455005 314308 140697 339457 226196 113261 4123703 4123703 13388984 13205965 183019 3315843 3315843 MEDICAL SUPPLIES 67969117 67823175 145942 INCOME TAXES 121132 1048 120084 BAD DEBT EXPENSE -55485 -55485 MISCELLANEOUS EXPENSE -269254 -525951 256697 406087910 355178795 50909115 0 11769909 20859118 666337 1258439 52519216 55304442 15637354 15800382 8013823 8046462 2833475 2607076 387696998 245641333 145224227 142055665 196393140 213157109 49263629 55130737 37100 26500 0 17692099 482358210 531938029 24794552 26791027 74424 396029 2990775 1605627 104424778 115881289 132284529 144673972 X 311359876 342962721 38713805 44301336 350073681 387264057 482358210 531938029 X 9809485 19411337 7969554 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7731007 1111990 11760 655 8830582 8028813 -287408 9716 682 7731007 7099104 942687 12018 960 8028813 6483252 630267 13485 930 7099104 6477403 24063 17525 689 6483252 0.95120 0.00850 0.04030 0 1 1 18976261 18976261 147352024 88243328 59108696 209375775 155357762 54018013 11992938 2040243 9952695 142055665 BENEFICIAL INTEREST IN NASSIF CANCER FOUNDATION -999783 F BENEFICIAL INTEREST IN ST. LUKE'S HEALTH CARE FOUNDATION 43868159 F EASTERN IOWA SLEEP CENTER, LLC 304977 C IOWA HEALTH SYSTEM CONTRACTING SERVICES, LC 5000 C MR ASSOCIATES, LLP 412496 C ST. LUKE'S-COE STEAM, INC. 333135 C STL HEALTH RESOURCES CO 5077020 C THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS, LLC 4929733 C REAL ESTATE HELD FOR INVESTMENT 1200000 C 55130737 DUE TO AFFILIATES 19089014 ASBESTOS REMOVAL LIABILITY 1257999 LONG-TERM RETENTION INCENTIVES 3349881 IOWA HEALTH SYSTEM NOTE PAYABLE 67340120 SELF-INSURANCE RESERVE 8756436 DEFINED BENEFIT RETIREMENT PLAN LIABILITY -4891566 CONTINGENCY LIABILITY 1450454 HEALTH AND WELFARE BENEFITS RESERVE 1836852 OPERATING LEASE LIABILITY 17692099 115881289 X 432260000 19391239 995181 20386420 411873580 686974 3336841 4023815 415897395 373435000 179962 179962 373255038 686974 32145898 32832872 406087910 PART V, LINE 4: THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY. PART X, LINE 2: UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2016. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY ELIMINATING ENTRIES (MEDLABS OF EASTERN IOWA, LC) 830,639. REVENUES IN NET ASSETS WITH DONOR RESTRICTION 1,246. COST OF GOODS SOLD 163,296. PART XI, LINE 4B - OTHER ADJUSTMENTS: IOWA HEALTH SYSTEM CONTRACTING SERVICES, LC PURCHASE REBATES 1,499,943. REVENUES IN NET ASSETS WITHOUT DONOR RESTRICTION 1,834,784. ROUNDING 2,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 163,296. FORGIVENESS OF AMOUNTS OWED FROM AFFORDABLE HOUSING NETWORK 16,666. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES IN NET ASSETS WITHOUT DONOR RESTRICTION 30,645,478. IOWA HEALTH SYSTEM CONTRACTING SERVICES, LC PURCHASE REBATES 1,499,943. ROUNDING 477. PURSE PARTY 8921 8921 4280 POISETTIAS & PASTRIES 4460 4460 2302 14 10107 10107 389 23488 23488 6971 6971 16517 1 1 X 1 X 1 X 600.000000000000 1 1 0 1 1 2176772 2176772 0.00540 21644 64448820 50834091 13614729 0.03350 21644 66625592 50834091 15791501 0.03890 8227 317718 27069 290649 0.00070 686 888100 0 888100 0.00220 120 4335690 3668991 666699 0.00160 1087 13630449 6417161 7213288 0.01780 10120 19171957 10113221 9058736 0.02230 31764 85797549 60947312 24850237 0.06120 0 2123619 0 78326078 65504996 12821082 X 1 1 1 1 ST LUKE'S METHODIST HOSPITAL 1026 A AVENUE NE CEDAR RAPIDS IA 524023026 WWW.UNITYPOINT.ORG/CEDARRAPIDS 570066H X X X X ST LUKE'S METHODIST HOSPITAL 1 0 0 1 X X X X X X X X X 19 1 1 1 1 X WWW.UNITYPOINT.ORG/CEDARRAPIDS X 1 19 1 WWW.UNITYPOINT.ORG/CEDARRAPIDS 0 1 X 200.000000000000 600.000000000000 X X X X X X 1 1 X X X X 1 X WWW.UNITYPOINT.ORG/CEDARRAPIDS/FINANCIAL-ASSISTANCE X WWW.UNITYPOINT.ORG/CEDARRAPIDS/FINANCIAL-ASSISTANCE X WWW.UNITYPOINT.ORG/CEDARRAPIDS/FINANCIAL-ASSISTANCE X X X X X X 1 X 0 X X X X 1 X 0 0 ST. LUKE'S METHODIST HOSPITAL PART V, SECTION B, LINE 5: THIS ITERATION OF THE CHA AND CHIP PROCESS ENGAGED 1,589 RESIDENTS AND 112 COMMUNITY PARTNERS FROM 53 ORGANIZATIONS. THE TOGETHER! HEALTHY LINN STEERING COMMITTEE CONSISTS OF THE FOLLOWING PARTNERS: ABBEHEALTH, ALLIANT ENERGY, AREA SUBSTANCE ABUSE COUNCIL, BETHANY LUTHERAN CHURCH, CEDAR RAPIDS CITY COUNCIL, CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT, CITY OF CEDAR RAPIDS, CITY OF MARION POLICE DEPARTMENT, EASTERN IOWA HEALTH CENTER, GREATER CEDAR RAPIDS COMMUNITY FOUNDATION, IOWA STATE UNIVERSITY EXTENSION & OUTREACH, KIRKWOOD COMMUNITY COLLEGE, LINN COUNTY BOARD OF SUPERVISORS, LINN COUNTY PUBLIC HEALTH, MERCY MEDICAL CENTER, MOUNT MERCY UNIVERSITY, STATE OF IOWA SENATOR, THE GAZETTE, UNITED WAY OF EAST CENTRAL IOWA, AND UNITYPOINT HEALTH: ST. LUKE'S HOSPITAL AND JONES REGIONAL MEDICAL CENTER. ADDITIONAL SERVICE AREA PUBLIC HEALTH DEPARTMENTS WERE CONTACTED FOR THEIR COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPROVEMENT PLANS. THESE PLANS WERE REVIEWED AS PART OF THE ST. LUKE'S HEALTH ASSESSMENT PROCESS. ST. LUKE'S METHODIST HOSPITAL PART V, SECTION B, LINE 6A: MERCY MEDICAL CENTER AND UNITYPOINT - JONES REGIONAL MEDICAL CENTER ST. LUKE'S METHODIST HOSPITAL PART V, SECTION B, LINE 6B: LINN COUNTY PUBLIC HEALTH AND EASTERN IOWA HEALTH CENTER ST. LUKE'S METHODIST HOSPITAL PART V, SECTION B, LINE 11: THROUGH THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND 2017-2019 IMPLEMENTATION PLAN, THE HEALTH PRIORITIES OF THE COMMUNITY WERE BEHAVIORAL HEALTH (MENTAL HEALTH, SUICIDE, AND SUBSTANCE ABUSE), HEALTH PROMOTION (DATA SHARING, CHRONIC DISEASE, AND COMMUNITY EDUCATION), AND SOCIAL DETERMINANTS OF HEALTH (SAFE AND AFFORDABLE HOUSING, ACCESS TO CARE, AND ADVERSE CHILDHOOD EXPERIENCES, OR ACES). MEASURABLE OBJECTIVES WERE IDENTIFIED AND TRACKED FOR EACH PRIORITY USING A DASHBOARD WIDELY AVAILABLE TO THE COMMUNITY. THE FOLLOWING WERE CONTRIBUTIONS MADE.ACCESS TO CARE- UNITYPOINT CERTIFIED APPLICATION COUNSELORS ASSISTED ESTIMATED 7800 INDIVIDUALS IN JONES, LINN AND SURROUNDING COUNTIES TO NAVIGATE OPPORTUNITIES TO ENROLL IN MEDICAID OR OTHER APPROPRIATE INSURANCE OPTIONS FROM 2017 TO 2019 YTD. - INITIATED PROCESS TO CONNECT / SCHEDULE PATIENTS SEEN IN URGENT CARE WITH NO PRIMARY CARE TO A PRIMARY CARE PROVIDER FOR ONGOING PREVENTION. 1780 PATIENTS SINCE SUMMER OF 2018,- INVESTOR IN AND IMPLEMENTATION OF COMMUNITYWIDE TECHNOLOGY PLATFORM AND PROCESSES FOR CLOSED LOOP REFERRALS BETWEEN HEALTH SYSTEMS AND COMMUNITY FOR SOCIAL DETERMINANTS OF HEALTH NEEDS.- INCREASED ACCESS TO OUTPATIENT THERAPY BY INTEGRATING BEHAVIORAL HEALTH THERAPISTS INTO 5 PRIMARY CARE CLINICS, ADDED A THERAPIST AT JONES REGIONAL AND INCREASED HOURS. 2,092 PATIENTS SERVED IN 2018 THROUGH THESE ADDITIONAL ACCESS POINTS.- DONATED 1500+ HYGIENE PRODUCTS TO AREA MIDDLE SCHOOLS. BEHAVIORAL HEALTH- INCREASED EASE AND TIMELINESS TO GETTING HELP THROUGH IMPLEMENTATION OF AN EPIC ONE-STEP REFERRAL PROCESS FROM THE UNITYPOINT CLINICS AND EMERGENCY ROOM TO ABBE TRIAGE CENTER. 30% INCREASE IN REFERRALS ELECTRONICALLY.- SUICIDE SCREENING ASSESSMENT WAS IMPLEMENTED IN THE EMERGENCY DEPARTMENT FOR EVERY PATIENT.- PROVIDED 5 EDUCATION AND AWARENESS TRAININGS ON ADVERSE CHILDHOOD EVENTS. HEALTH PROMOTIONSUBSTANCE ABUSE - SPONSORED ONLINE PRESCRIPTION SAFETY EDUCATION FOR YOUTH. - 495 STUDENTS IN THE SERVICE AREA COMPLETED THE CURRICULUM. - 7% SELF-REPORTED MISUSING - 73% MORE STUDENTS IDENTIFY SIGNS AND SYMPTOMS OF MISUSE. - 2 OF 3 STUDENTS MORE CONFIDENT TO INTERVENE AND UNDERSTAND VARIOUS WAYS TO REFUSE PARTICIPATING IN MISUSE - CHALLENGE - HEALTH AND WELLNESS EDUCATION CLASS NO LONGER A REQUIRED CLASS IN MANY AREA HIGH SCHOOLS.- PROVIDED 30 EDUCATION PROGRAMS ON SUBSTANCE ABUSE RELATED TO TOPICS TO COMMUNITY AGENCIES AND EMPLOYEES.CHRONIC DISEASE PREVENTION AND MANAGEMENT- PROVIDERS AND CARE TEAM ACHIEVED MAX PERFORMANCE LEVEL ON EARLY PREVENTION AND MANAGEMENT TARGETS FOR CHRONIC CONDITIONS. - 70.9% MANAGEMENT OF DIABETES A1C LESS THAN 8%. - 90.6% ATTENTION TO NEPHROPATHY. - 83.6% PATIENT'S BLOOD PRESSURE MANAGEMENT OF 140/90. - 100% OF IDENTIFIED CARE COORDINATORS IN THE CLINIC TRAINED IN STANDARDIZED DIABETES EDUCATION. - USING PREDICTIVE REPORTS, CARE MANAGER OUTREACH TO APPROX. 150 PATIENTS WITH CHRONIC CONDITIONS THAT HAD A LIKELIHOOD OF HOSPITAL ADMISSIONS WITHIN 6 MONTHS. - USE OF PREDICTIVE REPORTS NOW STANDARD ACROSS CARE MANAGEMENT TEAM FOR HIGH RISK PATIENTS.PREVENTION - HEALTHY STARTS AND LIVING - PROVIDERS AND CARE TEAM ACHIEVED WELL CHILD VISIT TARGETS AT MAX PERFORMANCE LEVEL. 84.7% OF WELL CHILD VISITS FOR 0-15 MONTH AND 90.7% OF CHILDREN 3-6 YEARS ACHIEVED. ST. LUKE'S METHODIST HOSPITAL PART V, SECTION B, LINE 13H: PATIENTS WHO QUALIFY AND ARE RECEIVING BENEFITS FROM THE FOLLOWING PROGRAMS MAY BE PRESUMED ELIGIBLE FOR 100% FINANCIAL ASSISTANCE: THE US. DEPARTMENT OF AGRICULTURE FOOD AND NUTRITION SERVICE FOOD STAMP PROGRAM; WOMEN, INFANTS & CHILDREN (WIC); AND VARIOUS COUNTY AND STATE RELIEF PROGRAMS. THIRD PARTY AGENCIES ARE USED TO ASSIST WITH COLLECTIONS AND, IF THOSE AGENCIES PROVIDE A STATEMENT REGARDING A PATIENT'S LIKELY INCOME LEVEL, THAT INFORMATION IS USED IN DETERMINING THE ELIGIBILITY STATUS AND THE LEVEL OF DISCOUNT AVAILABLE. STATE LAW REQUIREMENTS THAT OFFER ADDITIONAL AND/OR MORE STRINGENT ELIGIBILITY REQUIREMENTS WILL BE FOLLOWED FOR THOSE STATES. 14 1 - WOMEN'S & CHILDREN'S CENTER 1100 FIRST AVENUE NE CEDAR RAPIDS IA 52404 INPATIENT & OUTPATIENT - OB, LABOR & DELIVERY, NURSERY, PRE AND POSTPARTUM A 2 - WORK WELL SOLUTIONSTHERAPY PLUS 830 FIRST AVENUE NE CEDAR RAPIDS IA 52402 OUTPATIENT PHYSICAL THERAPY 3 - WITWER CHILDREN'S THERAPYTHERAPY PLUS 3245 WILLIAMS PARKWAY SW SUITE 9 CEDAR RAPIDS IA 52404 OUTPATIENT PHYSICAL AND OCCUPATIONAL THERAPY FOR CHILDREN 4 - CHEMICAL DEPENDENCY 1030 5TH AVENUE SUITE 110 CEDAR RAPIDS IA 52403 OUTPATIENT CHEMICAL DEPENDENCY UNIT 5 - FAMILY COUNSELING CENTER 225 12TH STREET NE SUITES 201 AND 203 CEDAR RAPIDS IA 52402 OUTPATIENT BEHAVIORAL HEALTH 6 - BREAST & BONE HEALTH 202 TENTH STREET SE SUITE 265 CEDAR RAPIDS IA 52402 OUTPATIENT RADIOLOGY 7 - WOUND HEALING CENTER 4251 RIVERCENTER COURT NE CEDAR RAPIDS IA 52402 OUTPATIENT WOUND CLINIC 8 - ST LUKE'S CHILDREN'S CAMPUS 1075 NORTH CENTER POINT ROAD HIAWATHA IA 52233 OUTPATIENT PHYSICAL THERAPY AND FAMILY COUNSELING 9 - CHILD PROTECTION CENTER 1095 NORTH CENTER POINT ROAD HIAWATHA IA 52233 OUTPATIENT COUNSELING FOR ABUSED CHILDREN 10 - DIABETES EDUCATION CENTER 1002 4TH AVENUE SE CEDAR RAPIDS IA 52402 OUTPATIENT DIABETES EDUCATION 11 - ST LUKE'S IMAGING SERVICES 2996 7TH AVENUE SUITE A MARION IA 52302 OUTPATIENT IMAGING AND MAMMOGRAPHY SERVICES 12 - ST LUKE'S THERAPY PLUS 2996 7TH AVENUE SUITE C MARION IA 52302 OUTPATIENT PHYSICAL THERAPY 13 - THERAPY PLUS 5313 NORTH PARK PLACE NE CEDAR RAPIDS IA 52402 OUTPATIENT PHYSICAL THERAPY 14 - CHILDREN'S BEHAVIOR HEALTH SERVICES 4050 RIVER RIDGE DRIVE NE CEDAR RAPIDS IA 52402 OUTPATIENT BEHAVIORAL HEALTH PART I, LINE 6A: ST. LUKE'S METHODIST HOSPITAL'S COMMUNITY BENEFIT REPORT IS CONTAINED WITHIN THE IOWA HEALTH SYSTEM COMMUNITY BENEFIT REPORT WHICH CAN BE LOCATED AT WWW.UNITYPOINT.ORG. THIS SYSTEM-WIDE REPORT IS COMPLETED IN ADDITION TO THE COMMUNITY BENEFIT REPORT FOR THE HOSPITAL AND ITS REGIONAL AFFILIATES. PART I, LINE 7: A COST-TO-CHARGE RATIO (FROM WORKSHEET 2) IS USED TO CALCULATE THE AMOUNTS ON LINE 7A. THE AMOUNTS ON LINES 7B-7C (UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS) ARE OBTAINED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO COST ACCOUNTING SYSTEM USE SEGMENT SPECIFIC COST-TO-CHARGE RATIO. THE AMOUNTS FOR LINES 7E, F, H, AND I WOULD COME FROM THE BOOKS AND RECORDS OF SPECIFIC SEGMENTS OF THE ORGANIZATION AND ARE BASED ON COST. THE AMOUNTS ON 7G ARE DERIVED FROM A COST ACCOUNTING SYSTEM OF APPLICABLE PATIENT SEGMENTS. SEGMENTS NOT PASSED TO A COST ACCOUNTING SYSTEM USE THE COST-TO-CHARGE RATIO. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ -55,485. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES ARE ESSENTIAL ROLES FOR HEALTH-CARE ORGANIZATIONS IN THAT THEY ADDRESS MANY OF THE UNDERLYING DETERMINANTS OF HEALTH. RESEARCH HAS CONTINUALLY SHOWN THAT WHEN THE FACTORS INFLUENCING HEALTH ARE EXPLORED, HEALTH CARE ACTUALLY PLAYS THE SMALLEST ROLE PROPORTIONATELY. A REPORT IN THE JOURNAL OF AMERICAN MEDICAL ASSOCIATION AND THE CENTER FOR DISEASE CONTROL (MCGINNIS, 1996) SUGGESTS THAT THE FACTORS IMPACTING HEALTH ARE AS FOLLOWS: LIFESTYLE AND BEHAVIORS, 50%, ENVIRONMENT (HUMAN AND NATURAL), 20%, GENETICS AND HUMAN BIOLOGY, 20%, AND HEALTH CARE, 10%. COMMUNITY BUILDING ACTIVITIES HELP TO ADDRESS THE OTHER INDICATORS OUTSIDE OF THE ROLE TRADITIONALLY PLAYED BY HEALTH-CARE ORGANIZATIONS. THESE ACTIVITIES ARE ALMOST EXCLUSIVELY DONE IN SOME FORM OF PARTNERSHIP IN WHICH THE COMMUNITY OR OTHER ORGANIZATIONS ARE BETTER SUITED TO ADDRESS. HEALTH-CARE ORGANIZATIONS GENERALLY PROVIDE TIMELY AND SPECIFIC RESOURCES TO HELP THESE ISSUES. HEALTH-CARE ORGANIZATIONS CAN BE A RICH AND VALUABLE COMMUNITY RESOURCE IN WAYS NOT TYPICALLY CONSIDERED. OFTEN THE MOST EFFECTIVE WAY TO HELP IMPACT AND IMPROVE THE COMMUNITY HEALTH STATUS IS TO SUPPORT OTHER AGENCIES AND ORGANIZATIONS IN A VARIETY OF WAYS OUTSIDE OF HEALTH SERVICES. THIS IS OFTEN DONE THROUGH CASH OR IN-KIND SERVICES TO SUPPORT OTHER NON-PROFITS, DONATIONS OF DURABLE MEDICAL EQUIPMENT AND SUPPLIES TO CERTAIN AGENCIES, OR THROUGH LEADERSHIP AND EDUCATIONAL EXPERTISE. THE HOSPITAL CONTRIBUTES FINANCIALLY TO A WIDE VARIETY OF COMMUNITY ORGANIZATIONS THAT ADDRESS THE BROADER NEEDS OF THE COMMUNITY. THESE DONATIONS ALLOW OTHER NON-PROFIT ORGANIZATIONS TO FULFILL THEIR MISSIONS TO IMPROVE THE WELL BEING OF THE COMMUNITY AND CONTRIBUTE TO ITS OVERALL HEALTH STATUS IN WAYS THAT MAY DIFFER FROM THE DIRECT SERVICES OF THE HOSPITAL ORGANIZATION AND MAXIMIZE THE RESOURCES THEY HAVE TO WORK WITH. THE HOSPITAL EMPLOYEES ARE ACTIVE IN EDUCATING PARTNERS ON A WIDE VARIETY OF HEALTH SUBJECTS THAT ADVANCE THEIR WORK. FURTHER, THE HOSPITAL EMPLOYEES ARE MEMBERS OF MANY NON-PROFIT BOARDS TO PROVIDE LEADERSHIP OR COLLABORATE TO ADDRESS COMPLEX HEALTH ISSUES.THESE TYPES OF ACTIVITIES SPEAK TO THE BREADTH AND CAPACITY THAT THE HOSPITAL HAS IN IMPACTING THE HEALTH STATUS OF THE COMMUNITY IN A COMPREHENSIVE AND INTENTIONAL APPROACH. PART III, LINE 4: THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT.THE AMOUNT REPORTED ON LINE 2 WAS CALCULATED USING IRS WORKSHEET 2 'RATIO OF PATIENT CARE COST TO CHARGES' TO CALCULATE THE COST TO CHARGE RATIO FOR ST. LUKE'S HOSPITAL. THIS RATIO WAS THEN APPLIED AGAINST THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS USING IRS WORKSHEET A TO ARRIVE AT THE BAD DEBT EXPENSE AT COST REPORTED ON LINE 2. PART III, LINE 8: AMOUNTS ON LINE 6 WERE CALCULATED USING IRS WORKSHEET B 'TOTAL MEDICARE ALLOWABLE COSTS.' THE MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE MEDICARE COST REPORTS AND THEN REDUCED BY ANY AMOUNTS ALREADY CAPTURED IN COMMUNITY BENEFIT EXPENSE IN PART I ABOVE.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. THE MEDICARE SHORTFALL REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. HOWEVER THE MEDICARE COST REPORT DISALLOWS CERTAIN ITEMS THAT WE BELIEVE ARE LEGITIMATE EXPENSES INCURRED IN THE PROCESS OF CARING FOR OUR MEDICARE PATIENTS. EXAMPLES OF THESE ITEMS INCLUDE PROVIDER BASED PHYSICIAN EXPENSE, SELF INSURANCE EXPENSE, HOME OFFICE EXPENSE AND THE SHORTFALL FROM FEE SCHEDULE PAYMENTS. IN ADDITION TO THESE ITEMS THE MEDICARE COST REPORT AND THE COST ACCOUNTING SYSTEM DO NOT INCLUDE MEDICARE PHYSICIAN FEE SCHEDULE EXPENSE AND OFFSETTING REVENUE.THE HOSPITAL BELIEVES THE ENTIRE AMOUNT OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT, MORE SPECIFICALLY, AS CHARITY CARE. THE ELDERLY CONSTITUTE A CLEARLY-RECOGNIZED CHARITABLE CLASS, AND MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR AND THUS WOULD HAVE QUALIFIED FOR THE HOSPITAL'S CHARITY CARE PROGRAM, MEDICAID OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS ABSENT THE MEDICARE PROGRAM. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS. ADDITIONALLY, THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION IN REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS. FINALLY, THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER CHARITY CARE AND OTHER COMMUNITY BENEFIT NEEDS. PART III, LINE 9B: AFTER THE PATIENT MEETS THE QUALIFICATIONS FOR FINANCIAL ASSISTANCE, THE ACCOUNT BALANCE IS PARTIALLY OR ENTIRELY WRITTEN OFF, AS APPROPRIATE. ANY REMAINING BALANCE, IF ANY, WOULD BE COLLECTED UNDER THE NORMAL DEBT COLLECTION POLICY. PART VI, LINE 2: ST. LUKE'S METHODIST HOSPITAL CONTINUALLY WORKS WITH COMMUNITY PARTNERS IN LINN COUNTY IOWA TO ASSESS THE HEALTH NEEDS OF THE COMMUNITY. SPECIFICALLY, ST. LUKE'S IS A SPONSORING PARTNER OF THE LINN COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT & HEALTH IMPROVEMENT PLAN (CHNA-HIP) STEERING COMMITTEE WHICH IS A COMMUNITY COLLABORATIVE CONVENED BY ST. LUKE'S, MERCY MEDICAL CENTER AND THE LINN COUNTY BOARD OF HEALTH TO ASSESS, ADDRESS AND MONITOR THE HEALTH NEEDS OF LINN COUNTY. THROUGH A PLANNED AND ORGANIZED EFFORT, CHNA-HIP DEVELOPS A HEALTH AGENDA BY IDENTIFYING SPECIFIC HEALTH PRIORITIES THAT ARE RELEVANT TO THE COMMUNITY. CHNA-HIP WORKS COLLECTIVELY TO ADDRESS THE PRIORITIES THROUGH LEVERAGING THE RESOURCES OF THE COMMUNITY. ST. LUKE'S METHODIST HOSPITAL, AS A SPONSORING AGENCY, ACTIVELY CONTRIBUTES TO THIS PROCESS AND ENGAGES IN THE IDENTIFIED PRIORITIES THAT MATCH ITS MISSION AND CAPACITY. EFFORTS ARE MONITORED IN PART BY OTHER PARTNER AGENCIES SUCH AS THE AREA SUBSTANCE ABUSE COUNCIL AND CEDAR RAPIDS COMMUNTY SCHOOL DISTRICT, WHICH MONITOR AND REPORT SPECIFIC INDICATORS TO ASSESS EFFECTIVENESS AND AID IN THE DEVELOPMENT OF NEW PLANS OR REFINING EXISTING ONES. FURTHER, CHNA-HIP HAS DEVELOPED A MEASUREMENT PROCESS TO EVALUATE EFFECTIVENESS AS WELL AS NEED. CHNA-HIP CONVENES 4 MEETINGS ANNUALLY TO SEEK PUBLIC INPUT ON HEALTH INITIATIVES. ST. LUKE'S METHODIST HOSPITAL IS ALSO A SPONSORING PARTNER IN CHNA-HIP. THIS COLLABORATIVE ALSO COMPLETES A COMMUNITY HEALTH ASSESSMENT. FROM THIS, PRIORITIES AND STRATEGIES HAVE BEEN IDENTIFIED. ST. LUKE'S METHODIST HOSPTIAL HAS ACTIVELY ENGAGED IN ADDRESSING AND MONITORING HEALTH ISSUES AND NEEDS AS A RESULT OF THIS PROCESS. ST. LUKE'S METHODIST HOSPITAL ALSO PARTICIPATES AS PART OF THE UNITED WAY COMMUNITY IMPACT COMMITTEE. THIS GROUP ACTIVELY ADDRESSES NEED AND STRATEGIES ASSOCIATED WITH HEALTH. MORE SPECIFICALLY, THIS GROUP OFTEN FOCUSES ON THE SOCIAL DETERMINANTS OF HEALTH AND HOW TO IMPACT THEM IN THE EFFORT TO RAISE THE COMMUNITY HEALTH STATUS. THIS WIDE BASED COLLABORATIVE PROVIDES OPPORTUNITIES FOR ST. LUKE'S TO ENGAGE IN VARIOUS AREAS OF SERVICE TO THE COMMUNITY THAT MAY BE OUTSIDE OF ITS TYPICAL EXPERTISE BUT WITHIN ITS EXISTING RESOURCES. IN ADDITION TO THESE ORGANIZED COMMUNITY EFFORTS ST. LUKE'S METHODIST HOSPITAL CONTINUALLY MONITORS COMMUNITY NEEDS SPECIFIC TO ITS SERVICE LINES AND THE RESOURCES IT CAN LEVERAGE TO ADDRESS THEM. INDIVIDUAL DEPARTMENTS OFTEN WORK TO IDENTIFY SPECIFIC NEEDS RELATED TO THEIR SERVICES AND THE POPULATION THEY IMPACT. PART VI, LINE 3: THE HOSPITAL COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ALL PATIENTS AND WITHIN THE COMMUNITY. COPIES OF THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. THE CENTRAL BILLING OFFICE IS AVAILABLE BY PHONE TO ANSWER QUESTIONS ABOUT THE POLICY, OR PATIENTS SHOULD GO TO THE CASHIER'S OFFICE AT THE HOSPITAL TO OBTAIN THIS INFORMATION. THE PLAIN LANGUAGE SUMMARY IS OFFERED AS PART OF THE PATIENT INTAKE AND/OR DISCHARGE PROCESS AND INCLUDED WHEN A PATIENT IS SENT WRITTEN NOTICE THAT EXTRAORDINARY COLLECTION ACTIONS MAY BE TAKEN AGAINST HIM/HER. THE FINANCIAL ASSISTANCE POLICY, THE PLAIN LANGUAGE SUMMARY, AND ALL FINANCIAL ASSISTANCE FORMS ARE AVAILABLE IN ENGLISH AND IN ANY OTHER LANGUAGE IN WHICH LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS CONSTITUTE THE LESSER OF 1,000 PERSONS OR MORE THAN 5% OF THE COMMUNITY SERVED BY THE HOSPITAL. THESE TRANSLATED DOCUMENTS WILL BE AVAILABLE BY MAIL, ON EACH HOSPITAL'S WEBSITE, AND IN PERSON AT EACH HOSPITAL. PART VI, LINE 4: ST. LUKE'S METHODIST HOSPITAL IS A 532-BED COMMUNITY HOSPITAL SERVING AN 8 COUNTY AREA. ST. LUKE'S METHODIST HOSPITAL IS NONDENOMINATIONAL AND SERVES ALL WHO COME HERE, REGARDLESS OF REASON OR CIRCUMSTANCE.80% OF ST. LUKE'S METHODIST HOSPITAL MARKET RESIDENTS LIVE WITHIN THE IOWA COUNTIES OF BENTON, BUCHANAN, CEDAR, DELAWARE, IOWA, JOHNSON, JONES AND LINN. ST. LUKE'S METHODIST HOSPITAL ADMITS 17,496 INPATIENTS AND CARES FOR 50,551 EMERGENCY PATIENTS PER YEAR. ST. LUKE'S METHODIST HOSPITAL CARES FOR MORE INPATIENTS, OUTPATIENTS, EMERGENCY PATIENTS AND CARDIAC PATIENTS THAN ANY OTHER HOSPITAL IN CEDAR RAPIDS, IOWA. THERE ARE 9 OTHER HOSPITALS WITHIN THE 8-COUNTY SERVICE AREA. MEDIAN HOUSEHOLD INCOMES RANGE FROM $56,012-$65,791 AND THE AVERAGE POVERTY RATE IS 10%. 70.3% OF ST. LUKE'S METHODIST HOSPITAL INPATIENTS ARE ELIGIBLE FOR MEDICARE OR MEDICAID. LINN AND JOHNSON COUNTIES, THE ONLY COUNTIES IN THE SERVICE AREA WITH SIGNIFICANT MINORITY POPULATION, AVERAGE 82% CAUCASIAN; 7% AFRICAN-AMERICAN, 5% HISPANIC, AND ,5% ASIAN. PART VI, LINE 5: THE HOSPITAL IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE COMMUNITIES IT SERVES. THE HOSPITAL SUPPORTS THIS MISSION WITH A COMMUNITY BOARD, OPEN MEDICAL STAFF, AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD OF DIRECTORS OF THE HOSPITAL IS COMPOSED OF CIVIC LEADERS WHO RESIDE IN THE SERVICE AREA OF THE HOSPITAL. THE BOARD ACTIVELY DEBATES AND SETS POLICY AND STRATEGIC DIRECTION FOR THE HOSPITAL BUT DOES NOT GET INVOLVED IN ISSUES RELATED TO THE DIRECT OPERATIONS OF THE HOSPITAL. THE BOARD TAKES A BALANCED APPROACH WHEN ADDRESSING COMMUNITY AND BUSINESS/FINANCIAL CONCERNS. THE BOARD IS ALSO THE PRIMARY GROUP FOR DETERMINING THE USE OF HOSPITAL SURPLUS FUNDS, WHICH ARE ALL USED TO FURTHER OUR CHARITABLE PURPOSE. PART VI, LINE 6: THE HOSPITAL IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). AS THE NATION'S 13TH LARGEST NONPROFIT HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES PROGRESSIVE AND HIGH QUALITY SERVICES ACROSS ITS 9 REGIONS WHICH SPAN IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN. THIS REGIONAL CARE MODEL HAS BEEN SUCCESSFUL IN ACHIEVING STANDARDIZED LEVELS OF PERFORMANCE AND KEEPING CARE LOCAL. WITH $4.6B IN TOTAL OPERATING REVENUE, UNITYPOINT HEALTH EMPLOYS APPROXIMATELY 33,000 TEAM MEMBERS AND OPERATES 20 REGIONAL HOSPITALS, 19 COMMUNITY NETWORK HOSPITALS AND OVER 400 CLINICS. AS A KEY COMPONENT OF UNITYPOINT HEALTH, UNITYPOINT CLINIC IS A 1,100 PROVIDER MULTISPECIALTY GROUP THAT IS BUILT ON THE FOUNDATION OF CARE DELIVERY, INNOVATION AND EXPERIENCE. REPRESENTED BY OVER 40 SPECIALTIES, UPC IS A FORWARD-THINKING DELIVERY PROVIDER AND IS ON THE LEADING EDGE OF CARE DELIVERY WITH ITS TELEHEALTH, AMBULATORY AND URGENT CARE PROGRAMS. THE DIVERSIFIED HEALTH SYSTEM ALSO INCLUDES UNITYPOINT ACCOUNTABLE CARE, UNITYPOINT HEALTH COLLEGES, UNITYPOINT AT HOME AND EXTENDS HEALTH COVERAGE THROUGH THE HEALTHPARTNERS UNITYPOINT INSURANCE PLAN. UNITYPOINT HEALTH AND ITS AFFILIATES ENGAGE IN COMMUNITY HEALTH PROGRAMS AND SERVICES AND WORK WITH VOLUNTEER AND CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, INSURERS AND INDIVIDUALS TO SUPPORT ACTIVITIES THAT BENEFIT PEOPLE THROUGHOUT THEIR REGIONS. IN 2019, UNITYPOINT HEALTH AND ITS AFFILIATES PROVIDED MORE THAN $575 MILLION OF COMMUNITY BENEFIT. THE CONTRIBUTIONS TO THEIR COMMUNITIES BY UNITYPOINT HEALTH AND ITS AFFILIATES ARE REPORTED IN DETAIL IN STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (PART III) OF THE IRS FORM 990 OF THOSE AFFILIATES. PART VI, LINE 7, REPORTS FILED WITH STATES IA 1 CEDAR RAPIDS MEDICAL EDUCATION FOUNDATION 1026 A AVENUE NE CEDAR RAPIDS IA 52402 391894395 501(C)(3) 1936969 PROGRAM SUPPORT IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION 1776 WEST LAKES PKWY STE 400 WEST DES MOINES IA 50266 421411630 501(C)(3) 16885985 PROGRAM SUPPORT LINN COUNTY PUBLIC HEALTH 501 13TH ST NW CEDAR RAPIDS IA 52405 426004338 GOVERNMENT 35000 PROGRAM SUPPORT STL CARE COMPANY 1026 A AVENUE NE CEDAR RAPIDS ID 52402 421276632 501(C)(3) 13021610 PROGRAM SUPPORT JUNIOR ACHIEVEMENT OF EASTERN IOWA 324 3RD AVENUE SE 200 CEDAR RAPIDS IA 52401 420919209 501(C)(3) 10000 PROGRAM SUPPORT WAYPOINT SERVICES FOR WOMEN CHILDREN & FAMILIES 318 5TH ST SE CEDAR RAPIDS IA 52401 420680307 501(C)(3) 20000 PROGRAM SUPPORT 6 0 OTHER 38 99710 PART I, LINE 2: ST. LUKE'S METHODIST HOSPITAL REQUIRES EACH RECIPIENT OF THE GRANTS MENTIONED IN PARTS II & III (OTHER THAN ASSISTANCE TO RELATED ORGANIZATIONS IN THE FORM OF WORKING CAPITAL) TO APPLY FOR THE GRANT AND OUTLINES A SERIES OF ELIGIBILITY STANDARDS THAT ARE REQUIRED TO BE MET. ST. LUKE'S METHODIST HOSPITAL THEN REVIEWS THESE APPLICATIONS AND, BASED ON NEED AND ELIGIBILITY, A COMMITTEE MAKES THE FINAL DECISION ON ALL GRANT RECIPIENTS. X X X X X 1 1 0 0 0 0 0 0 0 MOHIT CHAWLA MD FR 119 - 719 BOARD MEMBER 0 668936 0 52717 0 720 0 14000 0 24843 0 761216 0 0 MICHELLE NIERMANN BOARD MEMBER & PRESIDENT/CEO 471123 0 72555 0 47753 0 169474 0 26867 0 787772 0 0 0 CASEY GREENE FR 0419 VP/COO 155046 0 25000 0 12396 0 21998 0 15020 0 229460 0 0 0 MICHAEL HEINRICH EXEC VP FINANCE/CFO 304615 0 59290 0 20644 0 64463 0 18254 0 467266 0 0 0 MARGARET BRADKE VP TRANSITIONS & EXPERIENCES 230524 0 41082 0 762 0 28198 0 8449 0 309015 0 0 0 MICHAEL EASLEY ADM DIR, FAC, PLNG & OPER 81073 0 116064 0 9969 0 19335 0 89 0 226530 0 0 0 CARMEN KLEINSMITH SR VP/CHIEF NURSING EXEC 254562 0 45082 0 18342 0 67246 0 18362 0 403594 0 0 0 JOSEPH LINN VP HR & OPERATIONS 207427 0 39054 0 8485 0 12874 0 9408 0 277248 0 0 0 PATRICK THIES DIRECTOR PHARMACY SVCS 167454 0 22250 0 9865 0 21615 0 27479 0 248663 0 0 0 LORI WEIH OSC/COMM RELATIONS DIR 148633 0 35298 0 68 0 9311 0 6732 0 200042 0 0 0 RITU BANSAL BDS MS DIR DENTAL HEALTH CENTER 166170 0 0 0 7909 0 39197 0 23894 0 237170 0 0 0 ERIC BRIESEMEISTER CEO-JRMC 186383 0 26026 0 15430 0 11893 0 29072 0 268804 0 0 0 JULIE KARLAN PHARMACIST 106141 0 0 0 60863 0 7235 0 24960 0 199199 0 0 0 MARY KLINGER PRESIDENT-HCF 163351 0 23662 0 25005 0 10186 0 15671 0 237875 0 0 0 TODD STEINBERG MEDICAL PHYSICIST 221063 1716 0 0 396 0 11500 89 27990 216 260949 2021 0 0 THEODORE TOWNSEND JR TO 1218 FORMER PRESIDENT/CEO 11491 0 96865 0 1228563 0 269623 0 0 0 1606542 0 1228563 0 MARY ANN OSBORN TO 1215 FORMER SENIOR VP/CCO 0 374551 0 50901 0 44611 0 17606 0 18525 0 506194 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: JULIE KARLAN $30,571. NONQUALIFIED RETIREMENT PLAN EARNINGS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN WITH THE FOLLOWING CHANGES TO THEIR ACCOUNTS: CASEY GREENE $15,628; MICHAEL HEINRICH $45,133; CARMEN KLEINSMITH $42,046; MICHELLE NIERMANN $155,474; AND THEODORE TOWNSEND JR. $197,943. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: THEODORE TOWNSEND JR. $1,228,563. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS. DENISE EASLEY FAMILY MEMBER OF KEY EMPLOYEE MICHAEL EASLEY 51631 EMPLOYMENT 0 MINDY THIES FAMILY MEMBER OF KEY EMPLOYEE PATRICK THIES 49152 EMPLOYMENT 0 JENNIFER O'DONNELL FAMILY MEMBER OF KEY EMPLOYEE CARMEN KLEINSMITH 33999 EMPLOYMENT 0 LYDIA CHRISTOFFERSEN FAMILY MEMBER OF BOARD MEMBER TERRI CHRISTOFFERSEN 22593 EMPLOYMENT 0 FORM 990, PART V, LINES 1A & 1B CASH DISBURSEMENTS ARE CENTRALIZED THROUGH THE PARENT ORGANIZATION, IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). THE PARENT MAKES THE PAYMENTS AND FILES THE RELATED FORMS 1099 AND 1096 ON BEHALF OF ALL UNITYPOINT HEALTH SYSTEM RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 ST. LUKE'S HEALTHCARE, A TAX-EXEMPT IOWA NONPROFIT CORPORATION, IS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B IOWA HEALTH SYSTEM, AS SOLE MEMBER OF ST. LUKE'S HEALTHCARE, APPROVES APPOINTMENT OF BOARD OF DIRECTORS, APPROVES AMENDMENTS TO ARTICLES AND BYLAWS, APPROVES STRATEGIC AND BUSINESS PLAN, SELECTION AND REMOVAL OF CEO, APPROVES INCURRED INDEBTEDNESS, APPROVES MANAGED CARE STRATEGY, APPROVES TRANSFER OF ASSETS, MERGER, ACQUISITION AND DISSOLUTIONS, BUDGETS, AND SIGNIFICANT CORPORATE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED INTERNALLY BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY THE RESPONSIBLE FUNCTIONAL AREA ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A SUBCOMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND REPORTS BACK TO THE FULL BOARD. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. ANNUALLY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND REPORTING PHYSICIANS ARE REQUESTED TO COMPLETE A QUESTIONNAIRE TO REPORT POTENTIAL CONFLICTS OF INTEREST. PERSONS WHO HAVE NOT RETURNED QUESTIONNAIRES ARE CONTACTED ADDITIONAL TIMES IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE ANNUAL QUESTIONNAIRES INCLUDE AN ACKNOWLEDGEMENT THAT THE OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN: 1) HAS ACCESS TO A COPY OF THE CONFLICT OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD-DELEGATED POWERS; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. SENIOR ADMINISTRATIVE STAFF AT ALL RELATED ORGANIZATIONS PROVIDE INFORMATION TO A CENTRAL COORDINATOR RELATED TO THE IDENTIFICATION OF WHICH INDIVIDUALS SHOULD RECEIVE THE QUESTIONNAIRE FOR COMPLETION. THE RESULTS ARE COMPILED CENTRALLY AND REVIEWED BY THE IOWA HEALTH SYSTEM COMPLIANCE OFFICER AND DIRECTOR OF INTERNAL AUDIT. THE DETAIL RESULTS ARE REPORTED TO A COMMITTEE OF THE SYSTEM BOARD. THE RESULTS RELATED TO SPECIFIC REGIONAL PARENT COMPANIES, THEIR HOSPITALS AND RELATED ORGANIZATIONS, ARE DISTRIBUTED IN DETAIL TO THE CHAIRPERSON OF THE REGIONAL PARENT ORGANIZATION, THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND COMPLIANCE MANAGER. THESE INDIVIDUALS ARE ALSO REMINDED OF THE APPROPRIATE PROCESS TO BE FOLLOWED DURING THE YEAR TO ADDRESS POTENTIAL CONFLICTS OF INTEREST THAT RELATE TO MATTERS THAT ARE BROUGHT TO THE BOARD OF DIRECTORS FOR ACTION. THE INFORMATION DISCLOSED IS USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS AND MEDICAID QUESTIONNAIRES. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN TOGETHER WITH ALL MATERIAL FACTS, SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST OCCURS OR BECOMES A MATTER OF BOARD ACTION. ANY ORGANIZATIONAL OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT BE PRESENT DURING GENERAL DISCUSSION NOR VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR PURPOSES OF THE MATTER OR ITEM AS TO WHICH A CONFLICT EXISTS. THE BOARD SHOULD EXCLUDE THE INDIVIDUAL FROM ANY DISCUSSION OR VOTE IN WHICH THE BOARD DECIDES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IN CASES IN WHICH AN OFFICER, DIRECTOR, KEY EMPLOYEE, REPORTING PHYSICIAN OR THE INDIVIDUAL'S HOUSEHOLD MEMBER HAS A CONFLICT OF INTEREST IN AN ARRANGEMENT OR TRANSACTION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD OF DIRECTORS: 1) AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL 1) DECIDE IF A CONFLICT OF INTEREST EXISTS, 2) A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION; 3) IN ORDER TO APPROVE THE ARRANGEMENT OR TRANSACTION, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DISINTERESTED MEMBERS, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND, AFTER REASONABLE INVESTIGATION, THE DISINTERESTED MEMBERS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH; IN ORDER TO PROTECT THE ORGANIZATION'S BEST INTERESTS, APPROPRIATE DISCIPLINARY ACTION MAY BE TAKEN WITH RESPECT TO AN OFFICER, DIRECTOR, KEY EMPLOYEE OR REPORTING PHYSICIAN WHO VIOLATES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN DECEMBER 2019 FOR THE FOLLOWING INDIVIDUALS: PEG BRADKE, CASEY GREENE, MICHAEL HEINRICH, CARMEN KLEINSMITH, MARY KLINGER, JOE LINN, MICHELLE NIERMANN, AND MARY ANN OSBORN. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST THROUGH THE IOWA HEALTH SYSTEM, OUR PARENT ORGANIZATION, LEGAL DEPARTMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE IOWA HEALTH SYSTEM WEBSITE, WWW.UNITYPOINT.ORG. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 5,568,678. CHANGES IN PENSION LIABILITY 2,417,542. FORGIVENESS OF AMOUNTS OWED FROM AFFORDABLE HOUSING NETWORK -16,666. 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SCHEDULE R, PARTS I - IV: IOWA HEALTH SYSTEM AND SUBSIDIARIES (D/B/A UNITYPOINT HEALTH) THIS ENTITY IS PART OF IOWA HEALTH SYSTEM (D/B/A UNITYPOINT HEALTH). AS THE NATION'S 13TH LARGEST NONPROFIT HEALTH SYSTEM, UNITYPOINT HEALTH PROVIDES PROGRESSIVE AND HIGH QUALITY SERVICES ACROSS ITS 9 REGIONS WHICH SPAN IOWA, WESTERN ILLINOIS AND SOUTHERN WISCONSIN. THIS REGIONAL CARE MODEL HAS BEEN SUCCESSFUL IN ACHIEVING STANDARDIZED LEVELS OF PERFORMANCE AND KEEPING CARE LOCAL. WITH $4.6B IN TOTAL OPERATING REVENUE, UNITYPOINT HEALTH EMPLOYS APPROXIMATELY 33,000 TEAM MEMBERS AND OPERATES 20 REGIONAL HOSPITALS, 19 COMMUNITY NETWORK HOSPITALS AND OVER 400 CLINICS. AS A KEY COMPONENT OF UNITYPOINT HEALTH, UNITYPOINT CLINIC IS A 1,100 PROVIDER MULTISPECIALTY GROUP THAT IS BUILT ON THE FOUNDATION OF CARE DELIVERY, INNOVATION AND EXPERIENCE. REPRESENTED BY OVER 40 SPECIALTIES, UPC IS A FORWARD-THINKING DELIVERY PROVIDER AND IS ON THE LEADING EDGE OF CARE DELIVERY WITH ITS TELEHEALTH, AMBULATORY AND URGENT CARE PROGRAMS. THE DIVERSIFIED HEALTH SYSTEM ALSO INCLUDES UNITYPOINT ACCOUNTABLE CARE, UNITYPOINT HEALTH COLLEGES, UNITYPOINT AT HOME AND EXTENDS HEALTH COVERAGE THROUGH THE HEALTHPARTNERS UNITYPOINT INSURANCE PLAN.