2025-10-14T16:47:01+00:00 2025-05-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990 2024-06-01 853033915 Owensboro Health Twin Lakes Regional Medical Center Inc OWEN 2702599400 1201 Pleasant Valley Road Owensboro KY 42303 Russ Ranallo CFO 2704172000 2025-10-14 true Jennifer D Rhoderick P00395735 3176817000 2025-10-14 2024 2025-03-06 01:10:19Z Owensboro Health Twin Lakes Medical Center Russ Ranallo 1201 Pleasant Valley Road Owensboro KY 42303 72072044 false X WWW.OWENSBOROHEALTH.ORG X 2020 KY OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER EXISTS TO HEAL THE SICK AND TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 9 7 456 38 0 25344 55134 72840513 71056093 0 0 428624 982365 73294481 72093592 0 15880 0 0 24446966 24555172 0 0 0 34192140 34157977 58639106 58729029 14655375 13364563 140520348 145817446 104900876 96833411 35619472 48984035 OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER EXISTS TO HEAL THE SICK AND TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. false false 53704278 15880 71109609 OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER ("OHTLMC") IS A 75 BED HOSPITAL BASED IN LEITCHFIELD, KY, ABOUT 65 MILES SOUTHEAST OF OWENSBORO. THE SERVICE AREA COMPRISES 115,000 PEOPLE FROM SIX COUNTIES: GRAYSON (PRIMARY), BRECKINRIDGE, OHIO, BUTLER, EDMONSON, HART, AND HARDIN. OWENSBORO HEALTH, INC. ("OH") WHOLLY OWNS AND CONTROLS OHTLMC AND IS NOT A MEMBER OF THE OBLIGATED GROUP. OHTLMC'S PRIMARY ACTIVITY CONSISTS OF PROVIDING MEDICAL AND PATIENT CARE SERVICES IN ITS MAIN HOSPITAL, SERVING SIX COUNTIES, IN SUPPORT OF OH. THE SOLE MEMBER OF OHTLMC IS OH. OUR MEDICAL SERVICES ARE DELIVERED BY HIGHLY SKILLED PHYSICIANS ALONG WITH A CARING AND COMPASSIONATE NURSING STAFF. IN MAY 2023, OHTLMC OPENED ITS NEW INPATIENT 12-BED GERIATRIC BEHAVIORAL HEALTH UNIT. THE UNIT IS SPECIFICALLY DESIGNED TO PROVIDE MENTAL HEALTH SERVICES FOR THE AGING POPULATION. THE GOAL IS TO HELP OLDER ADULTS EXPERIENCE LESS DISRUPTIVE BEHAVIORS AND SLOW THEIR RATE OF COGNITIVE DECLINE. FOR THE FISCAL YEAR 2025, OHTLMC HAD TOTAL ADMISSIONS OF 1,601, PATIENT DAYS OF 6,588 AND TOTAL ER VISITS OF 19,954. COST OF PARTICIPATING IN GOVERNMENT PROGRAMS: OHTLMC IS COMMITTED TO SERVING ALL PERSONS IN NEED, REGARDLESS OF RACE, CREED, SEX, NATIONALITY, RELIGION, DISABILITY, AGE OR ABILITY TO PAY. TO PROMOTE ACCESS TO CARE, OHTLMC PARTICIPATES IN THE FOLLOWING PUBLIC HEALTH PROGRAMS: MEDICAID, MEDICARE, TRICARE AND LOCAL HEALTH DEPARTMENTS. IN GENERAL, PAYMENTS FROM THESE PROGRAMS FREQUENTLY DO NOT COVER THE COSTS OHTLMC INCURS TO SERVE PROGRAM BENEFICIARIES. UNCOMPENSATED CARE AND FINANCIAL ASSISTANCE: OHTLMC PROVIDES MEDICAL CARE WITHOUT CHARGE OR AT REDUCED COST TO RESIDENTS OF THE COMMUNITIES THAT IT SERVES. OHTLMC'S FINANCIAL ASSISTANCE PROGRAM WAS ESTABLISHED TO ASSIST PATIENTS WHO DO NOT QUALIFY FOR MEDICAL ASSISTANCE PROGRAMS, LIKE MEDICAID, AND WHOSE ANNUAL INCOMES ARE AT OR BELOW CERTAIN PERCENTAGES OF THE FEDERAL POVERTY GUIDELINES. OHTLMC IS COMMITTED TO EXPANDING ITS PROGRAMS TO IMPROVE ACCESS TO HEALTH CARE IN THE AREAS IT SERVES, WHICH INCLUDE RURAL AND ECONOMICALLY DEPRESSED AREAS AND AREAS THAT LACK ADEQUATE NUMBERS OF PRIMARY CARE AND SPECIALTY PROVIDERS. 53704278 true true false false false false false false false false true false false true true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false false false true true true false false true 52 0 true 456 true false false false false false false false false false false false false X 9 7 false false false false true true true true true false false false false true true true true true true true true true KY X Russ Ranallo 2704172000 1201 Pleasant Valley Road Owensboro KY 42303 GLENNA BLACK SECRETARY 1.0 0 X X 0 0 0 LAURA CHAPMAN BOARD CHAIRPERSON 1.0 3.0 X X 0 0 0 MARK MARSH PRESIDENT AND CEO 2.0 48.0 X X 0 1331050 63070 RUSSELL S RANALLO BOARD TREASURER, CHIEF FINANCIAL OFFICER 2.0 48.0 X X 0 609034 95325 CHRIS LOVE BOARD MEMBER (TERMED 10/31/2024) 1.0 3.0 X 0 0 0 DONNA VANMETER BOARD MEMBER 1.0 0 X 0 0 0 MATT HAYES BOARD MEMBER 1.0 0 X 0 0 0 MICHAEL SCHERM MD BOARD MEMBER (EFFECTIVE 11/25/24) 1.0 5.0 X 0 0 0 SCOTT MAJORS BOARD MEMBER 1.0 0 X 0 0 0 TISH CORREA OSBORNE BOARD MEMBER 1.0 3.0 X 0 0 0 ASHLEY HERRINGTON CEO - OHTLMC 45.0 5.0 X 370083 0 50802 CATHERINE CLEMONS VP OF OPERATIONS - OHTLMC 45.0 5.0 X 232919 0 23502 CATHY STEWART VP PATIENT CARE SVCS AND CNO - OHTLMC 45.0 5.0 X 243090 0 80714 ANGELA M GIBSON DIRECTOR OF PHARMACY 50.0 0 X 187247 0 18386 CHLOE ADAMS CLINICAL PHARMACIST 50.0 0 X 130990 0 37938 JEREMY NEWTON MANAGER OF PHARMACY 50.0 0 X 125301 0 25017 LINSEY LOGSDON MANAGER OF NURSING 50.0 0 X 120654 0 15136 TODD BULLOCK NURSE PRACTITIONER 50.0 0 X 143976 0 17757 1554260 1940084 427647 25 false true false OPTUM PO BOX 84019 CHICAGO IL 606894019 MGMT OF REV CYCLE & INF TECH SRVCS 2385385 QUALIVIS LLC DEPT 3847 PO BOX 123847 DALLAS TX 753123847 CONTRACT LABOR FOR NURSING, THERAPY & RADIOLOGY 1704438 CONCORD COMPANY OF TENNESSEE 1602 AVENUE Q LUBBOCK TX 794014732 ER COVERAGE 1292982 CONOLOWAY ANESTHESIA PLLC PO BOX 12 LEITCHFIELD KY 42755 ANESTHESIA SERVICES 986904 SIGNET HEALTH CORP 9151 BLVD 26 STE 175A NORTH RICHLAND HILLS TX 76180 BEHAVIORAL HEALTH SERVICES 862028 19 0 0 0 44860 10274 0 0 55134 MEDICARE/MEDICAID PAYMENT 622110 29739341 29739341 0 0 PATIENT REVENUE - OTHER INCOME 622110 23705135 23705135 0 0 UPPER PAYMENT LIMIT 622110 15955875 15955875 0 0 340B Contract Pharmacy Revenue 446110 1340435 1340435 0 0 Gain on Affiliates 900099 272366 272366 0 0 42941 42941 0 0 71056093 0 0 0 0 0 0 0 0 0 0 518190 0 0 0 518190 0 518190 0 0 518190 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 75667 -21548 97215 0 97215 CAFETERIA AND VENDING 722514 231127 0 231127 Intercompany support 900099 82317 0 0 82317 Other Operating Revenue 900099 53516 53516 0 0 0 0 366960 72093592 71109609 0 928849 X 15880 15880 0 0 0 0 0 0 1001110 276636 724474 0 0 0 0 0 18188993 17337108 851885 0 503828 467197 36631 0 3493456 3273428 220028 0 1367785 1279471 88314 0 1296242 1122334 173908 0 0 0 0 0 30900 0 30900 0 0 0 0 0 0 0 0 0 0 0 10630171 10393807 236364 0 154202 3429 150773 0 1669306 1399123 270183 0 135670 109793 25877 0 0 0 0 0 1076816 1042512 34304 0 27921 24798 3123 0 0 0 0 0 7398 7398 0 0 0 0 0 0 0 0 0 0 3335924 1370589 1965335 0 0 0 0 0 MEDICAL SUPPLIES 7838243 7776985 61258 0 BAD DEBT 4103367 4103367 0 0 PROVIDER TAX 3329784 3329784 0 0 DIETARY SUPPLIES 371672 280331 91341 0 150361 90308 60053 0 58729029 53704278 5024751 0 -157351 -92218 1992066 10339034 0 0 7996520 7543487 0 0 0 0 0 0 2181309 2033943 7093322 7005694 44256090 11364185 30950666 32891905 0 0 0 212460 260114 0 0 90251356 85835487 140520348 145817446 1855550 2899980 0 0 0 0 0 0 0 0 0 0 0 0 0 0 103045326 93933431 104900876 96833411 X 35619472 48984035 0 0 0 0 0 0 0 0 35619472 48984035 140520348 145817446 13364563 0 0 0 0 0 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2517588 2517588 28177207 5766295 22410912 88607 68326 20281 13472688 5529564 7943124 32891905 INTERCOMPANY RECEIVABLES 85835487 85835487 Federal Income Taxes DUE TO MEDICARE AND MEDICAID COST REPORT 1318909 INTERCOMPANY AP 92614522 93933431 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM APPLIES FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740 PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIALS STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE IS CURRENTLY NO IMPACT ON THE SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF THE APPLICATION OF ASC 740. true true X true X 300 true X 309658 0 309658 0.00567 17159158 26242448 0 0.0 0 0 0 0.0 0 0 17468816 26242448 309658 0.00567 82819 0 82819 0.00152 197639 0 197639 0.00362 0 0 0 0.0 0 0 0 0.0 76151 0 76151 0.00139 0 0 356609 0 356609 0.00653 0 0 17825425 26242448 666267 0.01220 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 4103367 328269 7507062 8398849 -891787 X true true 1 1 OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 WWW.OWENSBOROHEALTH.ORG 100151 X X X OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER 1 false false true X X X X X X X X X 24 true false true true X https://www.owensborohealth.org/sites/default/files/documents/final_ohtlmc_chna_2024.pdf X true 25 true https://www.owensborohealth.org/sites/default/files/documents/ohtlmc_implementation_strategy_2024.pd false true X 300.0 400.0 X X true true X X X true X https://www.owensborohealth.org/PATIENT-VISITOR/BILLING/FINANCIAL-ASSISTANCE X https://www.owensborohealth.org/PATIENT-VISITOR/BILLING/FINANCIAL-ASSISTANCE X https://www.owensborohealth.org/PATIENT-VISITOR/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 3E The priority health areas for OHTLMC in tax years 2024 - 2027 are: Mental Health, Addiction (Legal/Illegal Substance/Behavior), Nutrition, and Physical Inactivity. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER. In its most recent Community Health Needs Assessment (CHNA), Owensboro Health Twin Lakes Medical Center (OHTLMC) and its Community Health Committee with Blueprint Kentucky formerly, Community and Economic Initiative of Kentucky (CEDIK) developed a survey to gather health information and perceptions of Grayson County residents 18 years of age and older. The survey was conducted from August-November 2024 using an online tool and distributing printed copies in various locations throughout the community. The online survey was promoted through local media, emails, and its Facebook page. Emails with a link to the survey were sent to Grayson County Chamber of Commerce members, local industries, and employees of the Grayson County school system and the hospital. Printed copies were delivered to an assisted living facility, the Grayson County Alliance food bank, the Grayson County Health Department, Big Clifty Medical Complex, and the Caneyville Family Practice. 631 Grayson County residents participated in the survey. The survey questions were in three primary categories: demographics, personal health information, and perceived health needs of the community. Blueprint Kentucky tabulated the results and supplemented them with health statistics and demographic information. OHTLMC then invited representatives from various backgrounds to participate in focus groups. These focus groups targeted: the Community Health Committee, youth, social determinants of health, economics, seniors, and individuals with special needs represented included the county extension office; Grayson County Schools; the Grayson County Health Department; OHTLMC employees; local industry/manufacturing; Grayson County Healthcare Foundation; Catholic Outreach; Tri-County CASA; banks and businesses; Owensboro Health Regional Hospital; the Grayson County Alliance, special need providers, and senior citizens, and community members. Lastly, four key informant interviews were done with involved community members. After carefully considering the results of the Community Health Survey, the most recent health and demographic information available input from the Community Health Committee, the focus groups and the key informant interviews, the following needs were identified by the OHTLMC Community Health Committee and approved by the hospital leadership and the Board of Directors. The priority health areas for OHTLMC in tax years 2024 - 2027 are: Mental Health, Addiction (Legal/Illegal Substance/Behavior), Nutrition, and Physical Inactivity. Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER. As previously noted, the Owensboro Health Twin Lakes Medical Center (OHTLMC) CHNA was conducted with Blueprint Kentucky. Blueprint Kentucky engaged multiple community partners, individual citizens, elected officials, coalitions and subject matter experts in conducting the CHNA. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER. The OHTLMC Implementation Strategy Team, comprised of internal hospital team members, accessed supplemental data, expertise from service lines, departments, and resource information to better understand the priority health issues and possible strategies. This internal steering committee meets quarterly to update progress made on strategies and every three years to develop a new plan based on the findings of the most current CHNA. OHTLMC began screening all patients admitted as inpatient for social determinants of health on January 23, 2023. This is being utilized and allows OHTLMC case management/quality/community engagement and population health team members to identify better opportunities to link patients with resources related to their identified needs to provide a better quality of life. As identified priority health issues are correlated to social determinants of health, namely poverty, transportation, education, and nutrition, OHTLMC will be looking to expand upon internal and external strategies now used to address community health. In addition to the OHTLMC Implementation Strategy Team, Owensboro Health Twin Lakes Medical Center also created a Community Health Committee. The group is guided by the identified priority health needs named in the hospital's most recent CHNA identifying areas of focus to improve the health of the community and support the hospital's implementation strategy. The Community Health Committee is comprised of both internal team members and external community members. The Community Health Committee meets monthly to discuss work being conducted throughout the community to impact the identified priority needs and social determinants of health. Also, as a strategy, OHTLMC uses the CHNA report as a foundation to build lasting relationships between OHTLMC, community partners, and residents of Grayson County. OHTLMC has engaged vital internal and external community partners to address the prioritized needs. The strategies used to impact the priority health areas include, but are not limited to, modifying policies, public and private; providing support, information, and incentives; improving access; enhancing skills, and changing consequences. OHTLMC is working collaboratively with community partners to address the identified priority areas. Identified Priority Needs: Mental Health, Addiction (Legal/Illegal Substance/Behavior), Nutrition, Physical Inactivity OHTLMC will address all needs identified in its most recent CHNA. Mental Health: In addition to partnering with the local community mental health center serving Grayson County and other providers of mental health services, OHTLMC continues to operate its new inpatient 12-bed Geriatric Behavioral Health Unit, averaging a daily census of 6 patients. This additional service increased access to mental health services for the aging population in and around Grayson County. In addition to the inpatient services, OHTLMC offers outpatient behavioral health services to the community at large utilizing the Owensboro Health Regional Hospital inpatient behavioral health services, telehealth behavioral health interventions, and Intensive Outpatient Programs. OHTLMC has a behavioral health physician to provide outpatient services to the community. In calendar year 2024, 1503 visits were conducted, an increase from the calendar year 2023 which included 1231 visits. To ensure OHTLMC team members are equipped with the tools needed to provide a high standard of care for patients seeking mental health services, Mental Health First Aid is being offered to OHTLMC team members. As of May 2024, OHTLMC has 9 team members certified in mental health first aid; additional classes are expected to be offered in the following year. Mental health issues among youth and adults continue to be on the rise. OHTLMC works to explore strategies to discover innovative solutions for educational outreach. Since June 2023 OHTLMC continues to promote, through traditional/social media channels and local community organizations the availability of a population level mental health intervention, a vetted virtual resource called CredibleMind. In addition, the hospital hosted its fourth annual Mental Health and Addition Awareness Fair open to the community. 90 community members attended this community service with 50 mental health vendors providing mental health resources. OHTLMC participated in the second annual Grayson County Poverty Coalition Summer Resource Fair in June 2024. The fair consisted of 65 vendors, nine of which were Owensboro Health services, to provide community and basic need resources to 380 participants to link the community to available resources they may otherwise been unaware of. This is an annual event that OHTLMC continues to work towards having a growing presence. Future plans identified in the 2024 implementation strategy OHTLMC intends to strategically address mental health are: continue distributing education and increasing knowledge of a population level mental health intervention, a vetted virtual resource, CredibleMind by working with the Grayson County School System and other community partners and also including information about this resource on all after visit summaries given to patients at OHTLMC; implement a social media campaign highlighting the importance of healthy sleep habits; develop and implement a community walking initiative focusing on relationship building and socialization. Substance Use: Since April 2019, OHTLMC has continued to be a member of the Kentucky Opioid Response Effort's Kentucky Statewide Opioid Stewardship Program (KY-SOS) to address inappropriate or excess opioid prescribing. The Opioid Stewardship Team at OHTLMC meets regularly and participates in data collection and reporting as required by KY-SOS. In addition, OHTLMC participates in the established Opioid Stewardship Committee within the Owensboro Health system, whose charge is to ensure safe opioid prescribing and decrease opioid abuse and misuse by patients in the hospital's care. Treatment: OHTLMC offers medical detox from alcohol, opioids, and other addictive substances. In 2024 68 consultations were conducted, an increase from 39 in 2023. OHTLMC Community Engagement Coordinator serves as a community conduit to provide education and information regarding the prevalence of substance use disorder and education, when possible, to the community regarding substance use prevention. This person serves on the Grayson County Substance Abuse Focused Education (SAFE) Coalition, the Grayson Hardin Meade Agency for Substance Abuse Policy (GHM ASAP) Coalition, hosts a monthly substance abuse providers' meeting, "Taking Back Kentucky, hosts an annual Mental Health and Addiction Resource Awareness Fair which was attended by 90 community members in 2024 and included 50 substance use /mental health vendors distributing resources. (Continued) Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER. (Continued) In March of 2023 OHTLMC began distributing self-help recovery workbooks to patients admitted for any of the hospital's addiction services program. These books will be utilized by patients over the 3-5-day period while in the program to begin to work through addiction related trauma, relapse triggers, and many other key factors important for their recovery. The Community Engagement Coordinator at OHTLMC also assisted in the development of an OH system- wide substance abuse focus team that met for the first time in April 2023. The vision for this team is that Owensboro Health develops and supports a comprehensive plan to change the culture of care surrounding substance abuse disorder through our commitment across the system providing education, prevention and treatment to the communities we serve. This team has had multiple successful initiatives since its inception: increased awareness among providers across the system to be aware of addiction services provided at OHTLMC for referral opportunities; started the work to create a resource webpage for patients, visitors and the community at large to utilize when seeking substance use resources; worked with community partners to identify a need for Narcan dispensing within the communities and currently aided in placing six Narcan dispensing boxes across the community totaling 638 boxes of Narcan being distributed in the community. OHTLMC has provided staff to assist the community in efforts to achieve a Kentucky Recovery Ready Community Certification. OHTLMC worked with the Grayson County Schools to explore opportunities to bring evidence-based substance use education into the school system. Plans are in place to launch an evidence-based curriculum, "Too Good for Drugs" in 2025 and OHTLMC will provide staff to be a part of a team to educate all students in grades 6-8. OHTLMC was able to certify one team member as a tobacco treatment specialist (TTS) in August of 2023. This team member is now doing consultations on inpatient admissions, connecting them with nicotine replacement therapy and referring them for follow up care. OHTLMC Trauma Services, in conjunction with Community Engagement and community partners, plan to develop and host an annual ghost-out event during prom season to educate students on the dangers of impaired driving and promote safe and responsible decision making. Future plans identified in the 2024 implementation strategy OHTLMC intends to strategically address substance use are: to seek and receive grant funding to expand the number of Narcan dispensing stations located in Grayson County; ensure all patients who are prescribed a controlled substance receive information on safe and appropriate medication disposal, including designated disposal sites available within the community; surpass the state benchmark or improve from baseline by 10% or more in opioid prescribing for co-prescribing and non-complicated vaginal deliveries for calendar year 2025 and all vaginal deliveries in calendar year 2026; develop a commitment pledge to refrain from distracted driving for OH team members and community at large and educate as needed; develop commitment pledge to establish appropriate limits of social media usage and education as needed; allocate staff resources to support the establishment of an Overdose Fatality Review Committee in Grayson County and provide personnel to actively participate in the committee meetings as needed; seek to make medications more affordable in partnership with Kentucky Prescription Assistance Program (KPAP). Physical Inactivity: OHTLMC has developed a partnership with Leitchfield Parks and Recreations and placed health fact signage at a local park. Phase 2 of this project will include directional maps to display all walking trails and distances. OHTLMC plans to expand this project to include other community parks over the coming year. From January to May of 2023, OHTLMC began the foundational work to develop a community walking initiative to raise awareness of Grayson County residents' personal fitness and activity levels. The planning work outlined goals to educate and engage all ages and demographics of Grayson County residents by providing and promoting local resources to improve health and fitness for individuals, promoting and educating the benefits of movement with health facts and statistics, and developing partnerships within the community that will provide increased opportunities for physical activity. For this project, OHTLMC secured partnerships with the City of Leitchfield, Leitchfield Parks and Recreation, The City of Clarkson, Grayson County Public Trails Association, and Grayson County High School. A Grayson County High School senior created the program's brand image between March and May 2023. From June 2023- May 2024, OHTLMC launched their fitness initiative with great success. At the end of tax year 2024 this initiative, the "Fitt Fiddle Program" included: attending 15 events, tracking 3711 community members impacted and recording 10,361 miles walked. OHTLMC will continue to expand this program to include programming in local elementary and middle schools, attending high traffic community events, developing a fan club for program participants, and developing and hosting an annual 5K event. Future plans identified in the 2024 implementation strategy OHTLMC intends to strategically address physical inactivity are: enhance employee engagement in wellness activities at OHTLMC by increasing participation in biometric screenings, the employee wellness program, and gym memberships discounts offered to employees; develop and implement a plan to increase awareness of the age friendly 4Ms initiative, with a focused emphasis on promoting mobility; leverage social media platforms to deliver consistent education on accessible at-home exercises. Nutrition: OHTLMC worked to create a series of pop-up farmers market events on site in partnership with the local farmers' market. This project aimed to provide easy access to healthy, locally sourced foods for team members and patients. OHTLMC plans to make this an annual event. OHTLMC is working with the Grayson County Alliance to develop a process to ensure patients identified as food insecure during a SDOH screening have access to non-perishable food items. OHTLMC currently hosts two annual holiday food drives for a local food pantry. Plans are being made to modify these events to focus on healthy food options. Future plans identified in the 2024 implementation strategy OHTLMC intends to strategically address nutrition are: explore Food is Health partnership opportunities; collaborate with organizations that operate concession stands at community events to expand the availability of healthy food options; develop and implement an educational initiative focused on the health impacts of energy drink consumption; collaborate with local restaurants to develop a "Fitt Menu", featuring healthier meal options; social media platforms to deliver consistent healthy recipes; offer cooking classes to the community via social media and to employees through LINK; join the Owensboro Health system diabetes advisory committee. 0 Schedule H, Part I, Line 7b MEDICAID OHTLMC RECEIVED AN ADDITIONAL MEDICAID SUPPLEMENTAL PAYMENT FROM THE HOSPITAL RATE IMPROVEMENT PROGRAM OR "UPL" WHICH WAS ENACTED IN JULY OF 2019. EFFECTIVE JULY 2020, KENTUCKY MEDICAID PAYS THE UPL TO THE AVERAGE COMMERCIAL INPATIENT PAYMENT LEVEL. IN ADDITION TO THE INPATIENT UPL, THE KENTUCKY MEDICAID OBTAINED APPROVAL TO EXPAND THE UPL PROGRAM TO INCLUDE OUTPATIENT MEDICAID MANAGED CARE ORGANIZATION (MCO) CLAIMS TO BE PAID AT THE AVERAGE OUTPATIENT COMMERCIAL RATE EFFECTIVE JANUARY 1, 2023. OHTLMC RECOGNIZED AN UPPER PAYMENT LIMIT (UPL) REIMBURSEMENT BEFORE TAXES AND ADMIN EXPENSES OF $14.323 MILLION IN FY 2025 AND $14.990 MILLION IN FY 2024. THE NET BENEFIT OF THE UPL FOR OHTLMC WAS $11.908 MILLION FOR FY 2025 AND $12.707 MILLION FOR FY 2024 (AFTER TAXES/ADMIN EXPENSES). THE PROGRAM HAS TO BE APPROVED ANNUALLY BY CMS AND THE STATEWIDE UPL NUMBERS WILL FLUCTUATE BASED UPON ACTUAL EXPERIENCE EACH YEAR. Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT KENTUCKY DOES NOT REQUIRE A COMMUNITY BENEFIT REPORT. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 4103367 Schedule H, Part II Community Building Activities IN ORDER TO IMPROVE AND PROMOTE THE HEALTH OF THE COMMUNITIES WE SERVE, OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER PARTICIPATES IN COMMUNITY BUILDING ACTIVITIES SUPPORTING ECONOMIC DEVELOPMENT EFFORTS WHICH ARE NOT PART OF PART I CHARITY CARE OR OTHER COMMUNITY BENEFITS AND ARE NOT INCLUDED ELSEWHERE ON SCHEDULE H. AS ONE OF THE LARGEST EMPLOYER'S IN THE COUNTY OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER RECOGNIZES THE RESPONSIBILITY WE HAVE TO IMPROVE THE HEALTH OF OUR COMMUNITIES THROUGH ACTIVITIES SUCH AS IMPROVEMENT OF ECONOMIC DEVELOPMENT STRATEGIES AND WORKFORCE DEVELOPMENT IRRESPECTIVE OF THE IRS DEFINED COMMUNITY BENEFIT CLASSIFICATION. BY DOING SO, THE ECONOMIC VIABILITY OF THE COMMUNITY IN ADDITION TO ADDRESSING SEVERE HEALTHCARE WORKFORCE SHORTAGES, MADE WORSE BY THE COVID 19 PANDEMIC, CAN BE ADDRESSED AND COLLABORATIVE SOLUTIONS MAY BE DEVELOPED. OUR EFFORTS IN COMMUNITY BUILDING ADDRESS COMMUNITY ISSUES INCLUDING HEALTH IMPROVEMENT AND ADVOCACY, EDUCATION, POVERTY, WORKFORCE DEVELOPMENT AND ACCESS TO CARE. MORE SPECIFICALLY AND AS AN OUTGROWTH OF OUR SYSTEM GRANT PROGRAM NOW REFERRED TO AS THE OHRH COMMUNITY HEALTH INVESTMENT GRANT PROGRAM, OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER ENCOURAGES OUR EMPLOYEES TO VOLUNTEER FOR MANY DIFFERENT COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS FROM AROUND THE REGION THAT ARE WORKING TO ADDRESS ROOT CAUSES OF HEALTH ISSUES AND/OR SOCIAL DETERMINANTS OF HEALTH THAT IMPACT THE HEALTH OF THE COMMUNITY AND ITS MEMBERS. OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER ENGAGES WITH OUR GRANT PARTNERS AND OTHER COMMUNITY PARTNERS TO ASSIST IDENTIFYING COLLABORATIVE WAYS THAT WE CAN ADVANCE SOCIAL IMPACT AND IMPROVE THE HEALTH OF OUR POPULATION COLLECTIVELY. MOREOVER, OUR TEAM MEMBERS SERVE ON A MYRIAD OF COMMUNITY CHAMBER OF COMMERCE, HEALTH, ARTS AND SOCIAL SERVICES BOARDS. TEAM MEMBERS ADVOCATE WHERE PERMISSIBLE ON KEY HEALTH ISSUES AND ADVOCACY PROGRAMS, LOCAL AND STATE POLICIES. OUR DUES, CONTRIBUTIONS, AND PARTICIPATION TO/WITH AREA CHAMBER AND ECONOMIC DEVELOPMENT AGENCIES WILL ALLOW THOSE ORGANIZATIONS TO INVEST IN ECONOMIC DEVELOPMENT ACTIVITIES CREATING NEW EMPLOYMENT OPPORTUNITIES, WORKER TRAINING, AFFORDABLE HOUSING, TRANSPORTATION, AND OTHER AREAS OF HEALTH PROMOTION. WHILE DOWNSTREAM TO SOME, ADDRESSING SOCIAL DETERMINANTS OF HEALTH WHICH MAY OR MAY NOT FALL UNDER A COMMUNITY BENEFIT CATEGORY, OR IN THE SHORT TERM BE CONSIDERED A PRIORITY HEALTH NEED, MUST AND DOES DESERVE ATTENTION AND RESOURCES. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount PATIENT ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR BAD DEBTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES HISTORICAL COLLECTIONS AND WRITE-OFFS AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR BAD DEBTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATION OF THE SUFFICIENCY OF THE ALLOWANCE FOR BAD DEBTS. Schedule H, Part III, Line 3 Bad Debt Expense Methodology BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FAP OHTLMC DOES NOT HAVE A MECHANISM TO DETERMINE THE PORTION OF BAD DEBT ATTRIBUTABLE TO THOSE PATIENTS POTENTIALLY ELIGIBLE FOR THE FAP BUT DO NOT COMPLETE THE APPLICATION. THE AMOUNT ENTERED IS AN ESTIMATE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THERE IS NO FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE. THE COSTING METHODOLOGY USED IS THE COST TO CHARGE RATIO CALCULATED IN WORKSHEET 2 OF PART I OF SCHEDULE H OF THIS 990. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE COSTING METHODOLOGY USED IS THE COST TO CHARGE RATIO CALCULATED IN WORKSHEET 2 OF PART I OF SCHEDULE H OF THIS 990. THE CHARGES AND PAYMENTS ARE FROM THE MEDICARE PAID CLAIMS REPORTS. THE HOSPITAL IS DESIGNATED AS A CMS LOW-VOLUME HOSPITAL (LVH). THIS IS A DESIGNATION FOR HOSPITALS WITH FEWER THAN 3,800 PATIENT DISCHARGES IN THE PREVIOUS YEAR WHICH ARE MORE THAN 15 MILES FROM THE NEAREST IPPS ACUTE CARE HOSPITAL. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE POLICIES OF THE SYSTEM ATTEMPT TO ENSURE ALL UNINSURED PATIENTS OF THE SYSTEM HAVE OPPORTUNITY TO APPLY AND QUALIFY FOR FINANCIAL ASSISTANCE PROGRAMS. THE HOSPITAL HAS FINANCIAL AID APPLICATIONS AVAILABLE AT REGISTRATION AREAS, VIA THE INTERNET, VIA PHONE, AND ARE SENT ROUTINELY VIA MAIL TO PATIENTS OF THE HOSPITAL. THE HOSPITAL PROVIDES FINANCIAL COUNSELORS AND CONTRACTS WITH AN OUTSIDE FIRM TO ENSURE PATIENTS ARE EVALUATED FOR ELIGIBILITY IN THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE. THE HOSPITAL DOES NOT CONTRACT PRIMARY COLLECTION AGENCIES. ALL SELF-PAY AND BALANCE AFTER INSURANCE ACCOUNTS ARE REVIEWED AND WORKED BY HOSPITAL REPRESENTATIVES TO ENSURE THAT THE PATIENT IS GIVEN EVERY OPPORTUNITY TO APPLY FOR FINANCIAL ASSISTANCE. SELF-PAY DISCOUNTS ARE AVAILABLE TO ALL UNINSURED PATIENTS AS LONG AS THEY COMPLETE THE AID APPLICATION. DISCOUNTS GIVEN ARE EQUIVALENT TO THE AVERAGE INSURANCE DISCOUNTS THE HOSPITAL CONTRACTS ALLOW. ADDITIONALLY, PATIENTS WITH BALANCE ARE PERMITTED TO ESTABLISH PAYMENT PLANS. THE HOSPITAL DOES NOT CHARGE INTEREST TO ITS PATIENTS. Schedule H, Part V, Section B, Line 16a FAP website - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER: Line 16a URL: https://www.owensborohealth.org/PATIENT-VISITOR/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER: Line 16b URL: https://www.owensborohealth.org/PATIENT-VISITOR/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER: Line 16c URL: https://www.owensborohealth.org/PATIENT-VISITOR/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment In addition to the previously shared verbiage about assessing the health of the communities served, Owensboro Health Twin Lakes additionally utilizes all needs assessments conducted within the community, information from the required SDOH screenings for patients, and other state level data and reports to assess the health care needs of the community. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance The hospital educates the patients in a variety of ways. The hospital has signage at access points regarding financial assistance offerings. The hospital has financial aid applications available at registration areas, via the internet at the hospital website, via phone, and sent routinely via mail to patients of the hospital. The hospital provides financial counselors and contracts with an outside firm to ensure patients are interviewed and evaluated for eligibility in the financial assistance programs available. All self-pay and balance after insurance accounts are reviewed and worked by hospital representatives to ensure that the patient is given every opportunity to apply for financial assistance. Additionally information about applying financial assistance is included on the patient statements, bills, and letters and the patient guide they may receive from the hospital. Schedule H, Part VI, Line 4 Community information The primary service area for OHTLMC is Grayson County, Ky (population 27,070). The hospital's secondary service area includes parts of six surrounding counties. The median individual income is $29,401 and the estimated number of Grayson County residents living below the poverty level is 5.03K. Source: US Census Bureau (www.census.gov) and the US Bureau of Labor Statistics (www.bls.gov). Schedule H, Part VI, Line 5 Promotion of community health In addition to the health promotion strategies and concepts previously described, OHTLMC works closely with the Grayson County Healthcare Foundation, local chambers of commerce, the local department of public health, local and state elected officials, and community leaders to educate on the priority health issues, discuss other existing related needs and work together to develop solutions and tactics to address them. OHTLMC proves to be a driving force in change by educating the community on health & wellness issues, recognizing community needs, and working to fulfill those needs. OHTLMC's partnership with Owensboro Health Medical Group (OHMG) allows OHTLMC to expand the services offered as a hospital to the outpatient setting. One example of this is the Medication-Assisted Treatment (MAT) program offered through OHMG. In response to the nationwide opioid crisis, OHMG offers medication-assisted treatment options for opioid addiction. OHMG closely aligns their community efforts to help address the priority health needs identified by OHTLMC. OMHG provides screenings, community education and has significant strategic presence at community events to ensure their work has a maximum impact on the OHTLMC priority health needs. Additionally, OHTLMC, Owensboro Health Regional Hospital, Owensboro Health Muhlenberg Community Hospital, the Owensboro Health Medical Group and the Owensboro Health Foundation work closely together in support of internal and external strategies, lending expertise and resources to address priority health needs across the system and in all the communities served. Schedule H, Part VI, Line 6 Affiliated health care system AS AN AFFILIATE HOSPITAL AND IN SUPPORT OF OWENSBORO HEALTH INC., OHTLMC WILL BE ONE OF THREE NOT-FOR-PROFIT HOSPITALS IN THE SYSTEM WHOSE MISSION IS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. UTILIZING THE RICH ACCESS TO RESOURCES, PROGRAMS, AND SERVICES WILL BENEFIT THIS WESTERN KENTUCKY REGION AND EXPAND THE ABILITY TO ADDRESS THE PRIORITY HEALTH AREAS OF OUR COMMUNITIES AND DIRECTLY ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, THE NATURAL BARRIERS TO POSITIVE HEALTH OUTCOMES THAT PLAGUE OUR COMMONWEALTH. REPLICATION OF EVIDENCE-BASED PROGRAMS WILL ALLOW GREATER SHARING OF KNOWLEDGE, EXPERTISE, AND PROGRAMMING FOR TARGETED IMPACT ON THE POPULATIONS WHICH NEED THEM THE MOST. WE WILL USE INVESTMENT DOLLARS IN A POPULATION HEALTH APPROACH TO ENGAGE IN INNOVATIVE STRATEGIES THE AFFILIATED HOSPITALS AND THEIR DIFFERENT ENTITIES MAY EMPLOY WITH A GUIDING POPULATION HEALTH STRATEGY AND APPROACH TO HAVE THE MOST SIGNIFICANT IMPACT ON THE HOSPITALS' INDIVIDUAL AND COLLECTIVE IDENTIFIED AND PRIORITIZED HEALTH NEEDS AND SOCIAL DETERMINANTS OF HEALTH. Schedule H, Part VI, Line 7 State filing of community benefit report KY X X true true false true false false false false false true false MARK MARSH PRESIDENT AND CEO 0 1044414 0 280108 0 6528 0 23607 0 39463 0 1394120 0 0 RUSSELL S RANALLO BOARD TREASURER, CHIEF FINANCIAL OFFICER 0 432955 0 136138 0 39941 0 56938 0 38387 0 704359 0 0 ASHLEY HERRINGTON CEO - OHTLMC 288030 0 80289 0 1764 0 14696 0 36106 0 420885 0 0 0 CATHERINE CLEMONS VP OF OPERATIONS - OHTLMC 173811 0 48892 0 10216 0 8958 0 14544 0 256421 0 0 0 CATHY STEWART VP PATIENT CARE SVCS AND CNO - OHTLMC 186665 0 52649 0 3776 0 55977 0 24737 0 323804 0 0 0 CHLOE ADAMS CLINICAL PHARMACIST 129603 0 1140 0 247 0 6902 0 31036 0 168928 0 0 0 TODD BULLOCK NURSE PRACTITIONER 127467 0 16037 0 472 0 7111 0 10646 0 161733 0 0 0 ANGELA M GIBSON DIRECTOR OF PHARMACY 162699 0 23605 0 943 0 7701 0 10685 0 205633 0 0 0 JEREMY NEWTON MANAGER OF PHARMACY 123084 0 1140 0 1077 0 5399 0 19618 0 150318 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE ORGANIZATION PROVIDES A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN EXECUTIVE EMPLOYEES. BECAUSE BENEFITS UNDER THE SUPPLEMENTAL PLAN MUST BE INCLUDED IN TAXABLE INCOME WHEN THEY BECOME VESTED, AND AS REQUIRED BY THE SUPPLEMENTAL PLAN'S TERMS, THE ORGANIZATION PROVIDES AN ADDITIONAL BENEFIT THAT COVERS THE TAX LIABILITY WHEN IT IS INCURRED. THE TAX LIABILITY PAYMENTS ARE THEMSELVES INCLUDED IN W-2 INCOME IN THE YEAR MADE TO THE EXECUTIVES AND ARE INCLUDED IN THE FIGURES DISCLOSED ON SCHEDULE J, PART II. Schedule J, Part I, Line 1a Health or social club dues or initiation fees DURING THE REPORTING PERIOD, THE ORGANIZATION PAID THE SYSTEM CEO MEMBERSHIP DUES IN A SOCIAL CLUB. THE CLUB MEMBERSHIP WAS USED FOR BUSINESS PURPOSES. ANY PERSONAL RELATED EXPENSES ARE TREATED AS TAXABLE WAGE INCOME AND FULLY INCLUDED ON THE RECIPIENT'S FORM W-2. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation OWENSBORO HEALTH TWIN LAKE MEDICAL CENTER, INC. RELIES ON THE COMPENSATION PRACTICES OF A RELATED ORGANIZATION OWENSBORO HEALTH, INC. TO DETERMINE THE COMPENSATION OF TOP MANAGEMENT OFFICIALS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan OWENSBORO HEALTH, INC ("OH") PROVIDES A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN EXECUTIVE EMPLOYEES. PARTICIPATION IN THE PLAN IS SUBJECT TO THE RECOMMENDATION OF THE CHIEF EXECUTIVE OFFICER AND THE APPROVAL OF THE BOARD OF DIRECTORS. AS OF DECEMBER 31, OH SHALL CREDIT THE PARTICIPANT'S ACCOUNT WITH AN EMPLOYER CONTRIBUTION. THE PARTICIPANT MUST BE EMPLOYED BY OH AT THE END OF THE PLAN YEAR IN ORDER TO RECEIVE AN EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR, AND PARTIAL YEAR CREDIT IS EARNED AFTER A PARTICIPANT REACHED NORMAL RETIREMENT AGE AS DEFINED BY THE PLAN. EMPLOYER CONTRIBUTIONS MADE FOR PLAN YEARS STARTING PRIOR TO 1/1/2022, THE EMPLOYER CONTRIBUTIONS FOR EACH CONTRIBUTION CLASS YEAR SHALL BE 100% VESTED AS OF THE END OF THE PLAN YEAR WHICH IS FIVE YEARS AFTER THE DATE ON WHICH THE EMPLOYER CONTRIBUTION WAS MADE FOR SUCH CONTRIBUTION CLASS YEAR. EMPLOYER CONTRIBUTIONS MADE FOR PLAN YEARS STARTING ON OR AFTER 1/1/2022, THE EMPLOYER CONTRIBUTIONS FOR EACH CONTRIBUTION CLASS YEAR SHALL BE 100% VESTED AS OF THE LATER OF THE JANUARY 1 THAT IS THREE YEARS FROM THE START OF THE CONTRIBUTION CLASS YEAR FOR WHICH THE CONTRIBUTION WAS MADE, OR THE JANUARY 1 COINCIDENT WITH OR FOLLOWING THE FIFTH ANNIVERSARY OF THE PARTICIPANT'S PARTICIPATION DATE. THE TAX LIABILITY PAYMENTS ARE THEMSELVES INCLUDED IN W-2 INCOME IN THE YEAR MADE TO THE EXECUTIVES AND ARE INCLUDED IN THE FIGURES DISCLOSED ON SCHEDULE J, PART II. 457F PLAN TO EXECUTIVES: RUSS RANALLO ($35,693) Schedule J, Part I, Line 7 Non-fixed payments SUCCESS SHARING PLAN THE SUCCESS SHARING PLAN IS A PROGRAM DESIGNED TO FOCUS ON THE ACCOUNTABILITY OF ALL EMPLOYEES TO INFLUENCE THE FINANCIAL, QUALITY, PATIENT SATISFACTION AND EMPLOYEE DEVELOPMENT GOALS, AND TO REINFORCE THE OH CORE COMMITMENTS (RESPECT, INTEGRITY, INNOVATION, SERVICE, EXCELLENCE AND TEAMWORK) WHILE WORKING TO ACHIEVE THESE GOALS. THE PLAN ACHIEVES THIS BY PROVIDING A DIRECT LINK BETWEEN ACHIEVEMENT OF ORGANIZATIONAL OBJECTIVES AND THE TOTAL COMPENSATION OF THOSE WHO'S DECISIONS AND ACTIONS ARE ACCOUNTABLE FOR THE OUTCOMES WHICH DRIVE THE ORGANIZATION'S SUCCESS. ELIGIBILITY IS BASED ON HOURS WORKED IN THE YEAR; STAFF EMPLOYEES ARE PAID A PRO-RATED AMOUNT OF A DOLLAR MAXIMUM AND MANAGEMENT IS PAID A FIXED PERCENTAGE OF ANNUAL SALARY BASED ON LEVEL OF MANAGEMENT. PAYMENT IS PREDICATED ON BOARD APPROVAL. Form 990, Part I, Line 6 Volunteers VOLUNTEERS SUPPORT THE MISSION AND GOALS OF OWENSBORO HEALTH TWIN LAKES MEDICAL CENTER ("OHTLMC"). VOLUNTEERS STAFF THE VISITOR INFORMATION DESK, PROVIDE DIRECTION TO VISITORS, AND OPERATE THE HOSPITAL GIFT SHOP. VOLUNTEERS ARE AN ESSENTIAL PART OF THE CARE AND COMFORT OHTLMC PROVIDES. OHTLMC HAD 38 VOLUNTEERS. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER IS OWENSBORO HEALTH, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER OWENSBORO HEALTH, INC. APPOINTS THE MEMBERS OF THE BOARD. THE BOARD IS COMPOSED OF 9 MEMBERS DIVIDED INTO THREE CLASSES SERVING THREE YEAR TERMS (OTHER THAN THE INITIAL BOARD MEMBERS WHO HAVE TERMS EXPIRING IN OCTOBER 2021, 2022 AND 2023 RESPECTIVELY FOR EACH CLASS OF THREE DIRECTORS SO THAT THE TERMS ARE STAGGERED). TERM LIMIT OF THREE FULL THREE YEAR CONSECUTIVE TERMS WITH AT LEAST ONE YEAR OFF BEFORE ELIGIBLE TO SERVE AGAIN. AT LEAST FOUR OF THE BOARD MEMBERS MUST BE RESIDENTS OF GRAYSON COUNTY, KENTUCKY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING MATTERS SHALL REQUIRE THE APPROVAL OF THE SOLE MEMBER OF THE CORPORATION, OWENSBORO HEALTH, INC.: (A) ANY CHANGE IN THE MISSION OR PURPOSE OF THE CORPORATION; (B) ANY AMENDMENT TO THE ARTICLES OR BYLAWS OF THE CORPORATION; (C) ANY ADDITION OF NEW MEMBERS; (D) APPOINTMENT OR REMOVAL OF DIRECTORS OF THE CORPORATION IN ACCORDANCE WITH THE BOARD OF DIRECTORS; (E) ANY PURCHASE OR ACQUISITION, SALE, GIFT, LEASE, DISPOSITION OF, MORTGAGE OR OTHER ENCUMBRANCE OF ANY PROPERTY, REAL, PERSONAL, OR MIXED BY THE CORPORATION, EXCLUDING ROUTINE OR BUDGETED EXPENDITURES, THE VALUE OF WHICH IN THE AGGREGATE EXCEEDS $250,000; (F) SELLING, EXCHANGING, OR OTHERWISE DISPOSING OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (G) ANY UNBUDGETED INCURRENCE OR GUARANTEE OF INDEBTEDNESS BY THE CORPORATION THAT IN THE AGGREGATE EXCEEDS $250,000; (H) ANY MERGER, ACQUISITION, OR CONSOLIDATION OF THE CORPORATION OR ENTERING INTO ANY JOINT BUSINESS VENTURE WITH ANY OTHER PERSON, CORPORATION OR OTHER LEGAL ENTITY; (I) ANY DISSOLUTION OF THE CORPORATION; (J) CREATION, ACQUISITION, OR DISPOSITION OF ANY SUBSIDIARY OR AFFILIATED ENTITY OF THE CORPORATION; AND (K) APPROVAL OF THE ANNUAL CAPITAL AND OPERATING BUDGETS FOR THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE INTERNAL FINANCE TEAM AND FORWARDED TO THE CFO FOR FINAL REVIEW AND APPROVAL BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY UNDER OUR CONFLICT OF INTEREST POLICY (#100-214), EACH BOARD DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWER, AND KEY EMPLOYEE IS REQUIRED ANNUALLY TO COMPLETE THE FOLLOWING: (1) CONFIDENTIALITY STATEMENT, (2) DISCLOSURE CERTIFICATE, AND (3) INDEPENDENCE AND RELATED PARTY QUESTIONNAIRE. THESE DISCLOSURES ARE REVIEWED AND RETAINED BY THE CHIEF LEGAL OFFICER, WHO IS ALSO IN THE APPROVAL CHAIN FOR ALL OH CONTRACTS. ALL COMPLETED CONTRACTS ARE MAINTAINED BY THE LEGAL OFFICE IN A SEARCHABLE DATABASE (THROUGH ICONTRACT). THESE WILL BE REVIEWED AND MAINTAINED BY THE COMPLIANCE OFFICER. THE COMPLIANCE OFFICER ALSO HAS ACCESS TO THE CONTRACT'S DATABASE AND COMPLETES AN OIG SANCTION CHECK FOR NEW CONTRACTS. ONCE THE CONFLICT OF INTEREST DATA HAS BEEN COLLECTED, NEW CONTRACTS WILL BE SCREENED FOR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, OH MAINTAINS A COMPLIANCE HOTLINE THROUGH WHICH ANYONE WITH KNOWLEDGE OF A CONFLICT OF INTEREST OR IMPROPER VENDOR RELATIONSHIP CAN ANONYMOUSLY REPORT SUSPECTED VIOLATIONS OF THE OH POLICY. OF THOSE INDIVIDUALS FOUND TO HAVE A CONFLICT OF INTEREST, EMPHASIS IS MADE THAT THEY MAINTAIN IN CONFIDENCE ANY INFORMATION, KNOWLEDGE, OR DOCUMENTS ACQUIRED AS THE RESULT OF THEIR POSITION OR ATTENDANCE. Form 990, Part VI, Line 15a Process to establish compensation of top management official OHTLMC FOLLOWS OH'S COMPENSATION PROCESS THAT COMPLIES WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. OH'S COMPENSATION PROCESS IS AS FOLLOWS: - TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. - OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. - CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. - COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY; THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. - ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. - THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. - OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS; ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE; AND ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS. THE LAST COMPENSATION REVIEW PROCESS WAS COMPLETED IN 2024 BY SULLIVAN COTTER. Form 990, Part VI, Line 15b Process to establish compensation of other employees OHTLMC FOLLOWS OH'S COMPENSATION PROCESS THAT COMPLIES WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. OH'S COMPENSATION PROCESS IS AS FOLLOWS: - TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. - OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. - CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. - COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY; THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. - ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. - THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. - OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS; ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE; AND ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS. THE LAST COMPENSATION REVIEW PROCESS WAS COMPLETED IN 2024 BY SULLIVAN COTTER. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE ON GUIDESTAR'S DATABASE AVAILABLE AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE KENTUCKY SECRETARY OF STATE'S WEBSITE AT HTTPS://APP.SOS.KY.GOV/FTSEARCH/. OTHERWISE, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. A COPY OF THE ORGANIZATION'S FINANCIAL STATEMENTS IS ATTACHED TO ITS 990 IN COMPLIANCE WITH THE REQUIREMENTS OF THE AFFORDABLE CARE ACT. Form 990, Part VIII, Line 2f Other Program Service Revenue Interest Income - Patient Payors - Total Revenue: 42941, Related or Exempt Function Revenue: 42941, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees COLLECTION SERVICES - Total Expense: 12366, Program Service Expense: 1379, Management and General Expenses: 10987, Fundraising Expenses: ; CONTRACT LABOR - Total Expense: 4244023, Program Service Expense: 4130160, Management and General Expenses: 113863, Fundraising Expenses: ; CONSULTING AND MISC PROFESSIONAL FEES - Total Expense: 36283, Program Service Expense: 33091, Management and General Expenses: 3192, Fundraising Expenses: ; PHYSICIAN FEES - Total Expense: 4711573, Program Service Expense: 4711573, Management and General Expenses: , Fundraising Expenses: ; PURCHASED SERVICES - Total Expense: 750730, Program Service Expense: 717181, Management and General Expenses: 33549, Fundraising Expenses: ; R&M SERVICE CONTRACTS - Total Expense: 875196, Program Service Expense: 800423, Management and General Expenses: 74773, Fundraising Expenses: ; OWENSBORO HEALTH INC 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 611286361 HEALTHCARE KY 501(c)(3) 3 NA false OWENSBORO HEALTH FOUNDATION INC 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 611251763 HEALTHCARE KY 501(c)(3) 7 OH true OWENSBORO HEALTH MEDICAL GROUP 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 611197638 HEALTHCARE KY 501(c)(3) 10 OH true OWENSBORO AM SR FAC 1000 BRKRG OWENSBORO KY 42303 752184992 SURGERY CENTER KY NA Unrelated false false TWIN LAKES REGIONAL PAIN MANAGEMENT 910 WALLACE AVE LEITCHFIELD KY 42754 472329929 PAIN MANAGEMENT KY NA Related 169893 134225 false false false false true false false false false false false true false false false true true true true true true TWIN LAKES REGIONAL PAIN MANAGEMENT J 68055 FMV OWENSBORO HEALTH MEDICAL GROUP INC J 224881 FMV OWENSBORO HEALTH MEDICAL GROUP INC P 2169951 FMV