2025-10-23T15:25:53-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 411842965 LAKEWOOD HEALTH SYSTEM LAKE 2188941515 49725 COUNTY 83 STAPLES MN 56479 JOE REYCRAFT CFO 2188941515 2025-10-23 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-23 2024 2025-03-06 01:10:19Z LISA BJERGA 49725 COUNTY 83 STAPLES MN 56479 163023011 0 X WWW.LAKEWOODHEALTHSYSTEM.COM X 1996 MN TO PROVIDE QUALITY, PERSONALIZED HEALTHCARE FOR A LIFETIME. 11 10 1126 37 0 0 1594226 919280 144739988 159772005 650250 1076612 1059423 1104126 148043887 162872023 0 0 0 0 66613506 72683872 0 0 0 78046654 87621177 144660160 160305049 3383727 2566974 162825284 206834353 58426912 98323850 104398372 108510503 X THE MISSION OF LAKEWOOD HEALTH SYSTEM IS TO PROVIDE QUALITY, PERSONALIZED HEALTHCARE FOR A LIFETIME. 0 0 121841497 0 139774624 HOSPITAL AND CLINICS -LAKEWOOD HEALTH SYSTEM (THE ORGANIZATION) OPERATES A 25-BED CRITICAL ACCESS HOSPITAL PROVIDING INPATIENT, OUTPATIENT, EMERGENCY, AND OTHER SPECIALTY HEALTH CARE SERVICES, INCLUDING A 10-BED GERIATRIC BEHAVIORAL HEALTH UNIT IN STAPLES, MINNESOTA. THE ORGANIZATION ALSO OPERATES RURAL HEALTH CLINICS LOCATED IN STAPLES, MOTLEY, PILLAGER, EAGLE BEND, AND BROWERVILLE, MINNESOTA. PHYSICIANS, PHYSICIANS' ASSISTANTS, AND NURSE PRACTITIONERS PROVIDE CLINIC PATIENTS WITH PRIMARY CARE AND OTHER HEALTH CARE SERVICES. IN ADDITION, THE ORGANIZATION OPERATES A DERMATOLOGY CLINIC IN SARTELL, MINNESOTA.THE ORGANIZATION PROVIDED FOR 3,808 INPATIENT HOSPITAL AND SWING-BED DAYS, 157 ICU DAYS, 643 INPATIENT GERIATRIC BEHAVIORAL HEALTH UNIT DAYS, 100,205 MEDICAL AND MENTAL HEALTH RURAL HEALTH CLINIC VISITS AND 9,799 DERMATOLOGY CLINIC VISITS. 13864591 0 20460628 SENIOR SERVICES -THE ORGANIZATION OPERATES A 100-BED, MEDICARE-CERTIFIED SKILLED NURSING FACILITY IN STAPLES, MINNESOTA, THAT PROVIDES LONG-TERM AND REHABILITATIVE CARE TO RESIDENTS. IN SEPTEMBER 2021, 13 BEDS WERE PUT ON LAYAWAY STATUS, REDUCING THE TOTAL SKILLED NURSING BEDS IN SERVICE FROM 100 TO 87. IN ADDITION TO SKILLED NURSING CARE, THE ORGANIZATION ALSO OPERATES HOME HEALTH CARE AND HOSPICE PROGRAMS TO PROVIDE NURSING CARE AND ASSISTANCE AT THE PATIENT'S RESIDENCE. ASSISTED LIVING AND INDEPENDENT LIVING FACILITIES OPERATED BY THE ORGANIZATION, LOCATED IN STAPLES, MINNESOTA, PROVIDE COMBINATIONS OF HEALTH-RELATED AND SUPPORTIVE SERVICES FOR TENANTS. THE ORGANIZATION PROVIDED FOR 27,999 RESIDENT DAYS IN THE NURSING HOME AND 686 ASSISTED LIVING UNIT RENTED MONTHS. 135706088 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 73 0 1126 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MN X JOE REYCRAFT CFO 2188941515 49725 COUNTY 83 STAPLES MN 56479 LISA BJERGA CEO & PRESIDENT 40.00 X X 612785 0 36401 MARY THEURER SECRETARY 1.00 X X 3172 0 0 CURT MCILRAVY CHAIRMAN 1.00 X X 2496 0 0 JEF CICHOS VICE CHAIRMAN 1.00 X X 2080 0 0 NORMAN KRAUSE TREASURER 1.00 X X 1976 0 0 ROBERT MUELLER BOARD MEMBER 1.00 X 1820 0 0 RYAN KRAY MD BOARD MEMBER (THRU 06/24) 1.00 X 936 0 0 KAITLYN SCHOECK MD BOARD MEMBER 1.00 X 676 0 0 STEPHANIE JORDAHL BOARD MEMBER (THRU 06/24) 1.00 X 624 0 0 LINDSAY LEVEILLE MD BOARD MEMBER 1.00 X 572 0 0 KEVIN NELSON TREASURER (THRU 06/24) 1.00 X X 468 0 0 DAN DOUTS BOARD MEMBER 1.00 X 468 0 0 SARAH JENNISON BOARD MEMBER 1.00 X 416 0 0 WADE SWENSON MD BOARD MEMBER 1.00 X 260 0 0 CHRISTINE ALBRECHT CHIEF MEDICAL OFFICER 40.00 X 563235 0 0 JOSEPH REYCRAFT CFO 40.00 X 265529 0 16517 CRAIG WOLHOWE VP - CLINICS & MEDICAL PROVIDERS 40.00 X 297567 0 45351 LYNN RICE VP OF SUPPORT SERVICES 40.00 X 286187 0 22276 CORRINE NEISESS VP OF NURSING (THRU 06/24) 40.00 X 153797 0 18858 SARAH BAUMGARTNER VP OF NURSING (AS OF 12/24) 40.00 X 152073 0 43152 SCOTT MANEY CRNA 40.00 X 353089 0 39021 JASON ALEXANDER CRNA 40.00 X 340170 0 26382 CODY CRAWFORD CRNA 40.00 X 340633 0 54894 DANIEL LUND CRNA 40.00 X 330825 0 48915 MATTHEW SINGH CRNA 40.00 X 245783 0 35243 3957637 0 387010 126 0 1 0 LAKEWOOD CLINIC PA 49725 COUNTY 83 STAPLES MN 56479 PHYSICIAN SERVICES 19987656 OCHIN PO BOX 5426 PORTLAND OR 972285426 SOFTWARE BUILD SERVICES 3620981 BIG STONE THERAPIES 309 WASHINGTON AVE ORTONVILLE MN 56278 THERAPY SERVICES 3031523 INFINITE HEALTH COLLABORATIVE TCO 4200 DAHLBERG DRIVE GOLDEN VALLEY MN 55422 ORTHOPEDIC SERVICES 2114528 CENTRAL MN DIAGNOSTIC (CMDI) 525 10TH ST NE MILACA MN 56353 MRI & CT SERVICES READINGS 1470361 22 50050 687915 181315 919280 NET PATIENT AND RESIDENT SERVICE 621110 157247964 157247964 340B PHARMACY 621300 957184 957184 OCCUPATIONAL HEALTH 621300 485371 485371 RENT REVENUE 531120 246336 246336 835150 835150 159772005 1099979 1099979 12680 36047 -23367 -23367 -23367 33036 50050 21963 11073 11073 21900 12350 9550 9550 141990 80628 61362 61362 FOOD SERVICE 900099 558894 558894 EHR INCENTIVE 621110 463247 463247 1022141 162872023 160235252 0 1717491 X 2318503 2318503 54477024 44238477 10238547 2079193 1636282 442911 9827571 7709378 2118193 3981581 3088991 892590 176844 176844 204986 204986 1103 1103 31227046 29862842 1364204 460262 30118 430144 26532305 24401248 2131057 1099029 1099029 7001416 5297011 1704405 411023 335276 75747 237287 202264 35023 1259617 1166742 92875 8130009 8093709 36300 632963 632963 OPERATING ROOM SUPPLIES 3565362 3565362 MN CARE TAX 2295168 2295168 DUES & SUBSCRIPTIONS 1043160 558107 485053 BAD DEBT EXPENSE 927389 927389 2416208 2297724 118484 160305049 135706088 24598961 0 5112 6274 16916606 33380340 28864729 28085451 277077 166942 3130833 3703508 3531878 11600685 175191177 86218745 70352239 88972432 38206204 38041814 1540606 1807344 0 1069563 162825284 206834353 12728513 10842122 630373 745641 2469779 2293435 33094 31431 39607702 60432856 2957451 23978365 58426912 98323850 X 102831763 106866608 1566609 1643895 104398372 108510503 162825284 206834353 X 2566974 1594971 -49814 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1103 1103 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF MINNESOTA HOSPITAL ASSOCIATION AND 3.6% OF THE $30,630 MEMBERSHIP FEE WAS RELATED TO LOBBYING ACTIVITIES. MINNESOTA HOSPITAL ASSOCIATION (MHA) IS AN ORGANIZATION OF 142 MEMBER HOSPITALS AND HEALTH SYSTEMS. MHA ADVOCATES ON BEHALF OF ITS MEMBERS WITH LAWMAKERS, EDUCATING THEM ON COMPLEX ISSUES IN HEALTH CARE AND ENSURING THEY HAVE THE TOOLS THEY NEED TO MAKE INFORMED DECISIONS. THE MISSION OF MHA IS TO ADVOCATE SO THEIR MEMBERS CAN ACHIEVE THEIR MISSIONS BETTER. 0 1 X 1208430 1208430 72909559 27850948 45058611 90882956 58367797 32515159 10190232 10190232 88972432 DUE TO THIRD-PARTY REIMBURSEMENT PROGRAMS 609245 LEASE OBLIGATIONS 1590657 DUE TO UNITED HOSPITAL DISTRICT 21778463 23978365 161756324 1594971 -2449419 -854448 162610772 261251 261251 162872023 157721479 0 157721479 2583570 2583570 160305049 PART IV, LINE 2B: THE ORGANIZATION IS THE TRUSTEE OF VARIOUS RESIDENT FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR THE RESIDENTS. THE ORGANIZATION ALSO HOLDS TENANT SECURITY DEPOSITS FOR RESIDENTS OF LAKEWOOD PINES AND LAKEWOOD MANOR. THESE FUNDS ARE ON DEPOSIT IN SEPARATE BANK ACCOUNTS AND ARE REPORTED AS AN ASSET AND LIABILITY ON PART X OF THE 990. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INVESTMENT IN AFFILIATES 134,151. BAD DEBT EXPENSE -927,389. EXPENSES RECORDED AS REVENUE -1,656,181. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO RESTRICTED NET ASSETS 186,778. FUNDRAISING EVENT 74,473. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 927,389. EXPENSES RECORDED AS REVENUE 1,656,181. DINNER AUCTION 56080 27498 28582 1042 6000 5447 GOLF TOURNAMENT 27006 22552 4454 950 7032 1492 83086 50050 33036 950 1042 13032 6939 21963 11073 21900 10750 1600 0 21900 10750 1600 12350 9550 MN 1 0 0 0 1.00000 JOE REYCRAFT 49725 COUNTY 83 STAPLES MN 56479 0 LISA BJERGA 0 GENERAL OVERSIGHT OF GAMING ACTIVITIES. X 0 1 1 X 1 X 1 X 240.000000000000 1 1 1 0 1 1 276431 276431 0.00170 28253162 25691304 2561858 0.01610 28529593 25691304 2838289 0.01780 492220 161678 330542 0.00210 14725 14725 0.00010 8630766 7417364 1213402 0.00760 45116 45116 0.00030 9182827 7579042 1603785 0.01010 37712420 33270346 4442074 0.02790 7191 7191 0.00000 7191 7191 0.00000 1 559814 0 18371011 18690749 -319738 X 1 1 1 1 LAKEWOOD HEALTH SYSTEM 49725 COUNTY ROAD 83 STAPLES MN 56479 WWW.LAKEWOODHEALTHSYSTEM.COM 1295726362 X X X X RURAL PROVIDER LAKEWOOD HEALTH SYSTEM 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, SECTION C, LINE 7D X X 1 22 1 SEE PART V, SECTION C, LINE 7D 0 1 X 100.000000000000 240.000000000000 X X X X X 1 1 X X X X 1 X HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/PATIENTS-VISITORS/BILLING-PAYMENTS/ X HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/PATIENTS-VISITORS/BILLING-PAYMENTS/ X HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/PATIENTS-VISITORS/BILLING-PAYMENTS/ X X X X X X X 1 X 0 X X X X 1 X 0 1 LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 5: IN ITS MOST RECENT CHNA, LAKEWOOD HEALTH SYSTEM (LAKEWOOD) CONSIDERED INPUT FROM PEOPLE WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY SERVED. THE "COMMUNITY" SERVED IS DEFINED AS THE ZIP CODE TABULATION AREAS OF STAPLES (56479) AND MOTLEY (56466), AND THE HOSPITAL'S PRIMARY SERVICE AREA OF MORRISON, TODD, AND WADENA COUNTY.FOR MORE THAN A DECADE, LAKEWOOD HAS BEEN AN ACTIVE MEMBER OF THE CHNA COLLABORATIVE THAT FACILITATES AN EVIDENCE-BASED PROCESS TO ASSESS AND CHARACTERIZE THE HEALTH AND HEALTH NEEDS OF THE COMMUNITY. THE COLLABORATIVE WAS ESTABLISHED IN 2012 AND IS MADE UP OF HOSPITALS AND PUBLIC HEALTH AGENCIES FROM THE THREE-COUNTY SERVICE REGION. THE LARGEST SOURCE OF PRIMARY DATA WAS GENERATED BY THE MAILED HEALTH4LIFE SURVEY AND A WEB-BASED SURVEY CONDUCTED IN 2021. THE 2022 CHNA CONVENED IN AUGUST 2021 TO PLAN AND EXECUTE PROJECT ACTIVITIES, AND ENSURE THE ASSESSMENT PROCESS WAS INCLUSIVE, COMPREHENSIVE AND OBJECTIVE. BETWEEN OCTOBER - DECEMBER 2021, THE CHNA COLLABORATIVE CONDUCTED A MAIL-BASED AND RANDOM HOUSEHOLD SURVEY, WHICH CAPTURED INFORMATION DIRECTLY FROM COMMUNITY RESIDENTS WHO WERE AT LEAST 18 YEARS OLD, SUCH AS HEALTH STATUS AND OVERALL WELL-BEING, HEALTH SERVICE UTILIZATION, BARRIERS TO CARE, AND HEALTH-RELATED SOCIAL NEEDS. TO GENERATE THE SURVEY SAMPLE, A 47-QUESTION HEALTH4LIFE SURVEY INSTRUMENT WAS DISTRIBUTED TO MORE THAN 6,400 RANDOMLY SAMPLED HOUSEHOLDS IN THE THREE-COUNTY SERVICE AREA. A TOTAL OF 1,270 ADULT RESIDENTS COMPLETED THE HARD COPY SURVEY, REPRESENTING A SURVEY RESPONSE RATE OF 19.8%. FOR THE FIRST TIME, THE CHNA COLLABORATIVE DEVELOPED AND CONDUCTED A WEB-BASED SURVEY TO SOLICIT ADDITIONAL INPUT AND TO ENSURE RESPONSES FROM HOUSEHOLDS WITH YOUNGER ADULTS AND FROM UNDER-REPRESENTED POPULATIONS WERE CAPTURED. THE SURVEY WAS MADE AVAILABLE THROUGH THE ARCGIS SURVEY123 PLATFORM, AND IN MULTIPLE LANGUAGES (ENGLISH AND SPANISH). THE CHNA COLLABORATIVE POSTED AN ONLINE SURVEY ON WEB PAGES, SOCIAL MEDIA PLATFORMS, AND IN LOCAL NEWSPAPERS TO DIRECT COMMUNITY RESIDENTS TO THE LINK. THE SURVEY WAS OPEN BETWEEN NOVEMBER - DECEMBER 2021 AND GENERATED A TOTAL OF 928 COMMUNITY ADULT RESIDENTS' RESPONSES.THE CHNA ALSO UTILIZED SECONDARY PUBLIC HEALTH DATA FROM VARIOUS PUBLICLY AVAILABLE SOURCES, INCLUDING UNITED STATES CENSUS BUREAU, CENTERS FOR DISEASE CONTROL AND PREVENTION, HEALTHY PEOPLE 2030, COUNTY HEALTH RANKINGS, MINNESOTA DEPARTMENT OF HEALTH, MINNESOTA DEPARTMENT OF HUMAN SERVICES, AND INTERNAL HEALTHCARE DATA. BOTH SECONDARY AND PRIMARY DATA WERE REVIEWED BY LAKEWOOD'S INTERNAL CHNA TEAM TO IDENTIFY AND PRIORITIZE THE TOP ISSUES FACING RESIDENTS IN THE COMMUNITY.IN JULY 2024, LAKEWOOD, IN PARTNERSHIP WITH THE CHNA COLLABORATIVE, BEGAN THE 2025 CHNA PROCESS BY PUBLISHING A WEB-BASED SURVEY TO GATHER FEEDBACK FROM RESIDENTS. LAKEWOOD'S COMMUNITY HEALTH SUPERVISOR IS A MEMBER OF THE CHNA COLLABORATIVE AND PARTICIPATED IN MONTHLY MEETINGS TO DISCUSS AND ANALYZE THE 1,800 SURVEYS THAT WERE COMPLETED. THE CHNA FINDINGS AND SURVEY RESULTS WILL INFORM THE DEVELOPMENT OF LAKEWOOD'S 2026-2028 IMPLEMENTATION STRATEGY PLAN THAT ADDRESSES IDENTIFIED COMMUNITY HEALTH NEEDS. LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 6A: LAKEWOOD CONDUCTED ITS NEEDS ASSESSMENT WITH THE FOLLOWING THREE (3) FACILITIES: ASTERA HEALTH (FORMERLY TRI-COUNTY HEALTH CARE) CENTRACARE - LONG PRAIRIE, AND CHI ST. GABRIEL'S HEALTH. LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 6B: LAKEWOOD CONDUCTED ITS NEEDS ASSESSMENT WITH THE FOLLOWING THREE (3) ORGANIZATIONS: MORRISON COUNTY PUBLIC HEALTH AND HUMAN SERVICES, TODD COUNTY HEALTH AND HUMAN SERVICES, AND WADENA COUNTY PUBLIC HEALTH. THE CHNA COLLABORATIVE HIRED A RESEARCH SCIENTIST FROM THE MINNESOTA DEPARTMENT OF HEALTH'S CENTER FOR HEALTH STATISTICS TO PROVIDE TECHNICAL ASSISTANCE AND CONDUCT A WEIGHTED ANALYSIS OF THE SURVEY DATA. LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 7D: COMMUNITY PRESENTATIONS OCCURRED AT AREA SERVICE CLUBS, TO OUR DISTRICT TOWNSHIP ANNUAL MEETINGS, AND KEY COMMUNITY STAKEHOLDER GROUPS (ROTARY, LIONS, SCHOOL DISTRICT, CITY OF STAPLES) JAN-FEB 2020.PART V, SECTION B, LINE 7A & 10A:HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 11: THE TOP COMMUNITY HEALTH NEEDS THAT EMERGED FROM THE 2022 CHNA WERE IDENTIFIED BY THE HOSPITAL'S CHNA TEAM. THE CHNA TEAM EXAMINED EACH DOCUMENTED NEED AND USED A SET OF CRITERIA TO RANK AND DISTINGUISH THE TOP PRIORITIES THE HOSPITAL FACILITY WOULD UNDERTAKE, SUCH AS THE ALIGNMENT WITH LAKEWOOD'S MISSION, VISION, GOALS, AND KEY STRENGTHS; THE POTENTIAL FOR THE ORGANIZATION TO MAKE AN IMPACT ON THE NEEDS; AND THE COMMITMENT FROM REGIONAL PARTNERS TO COLLECTIVELY ADDRESS THE NEEDS. FURTHER, THE CHNA TEAM IDENTIFIED MULTIPLE DEMOGRAPHICS AND SOCIO-ECONOMIC SEGMENTS OF THE POPULATION WHO CONTINUE TO BE DISPROPORTIONATELY AFFECTED BY HEALTH INEQUITIES, INCLUDING OLDER ADULTS, RACIAL AND ETHNIC MINORITIES, AND LOW-INCOME INDIVIDUALS AND FAMILIES.SUBSEQUENT TO THE ADOPTION OF LAKEWOOD'S 2022 CHNA, THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY PLAN WAS APPROVED BY THE SYSTEM BOARD OF DIRECTORS ON FEBRUARY 23, 2023. THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY PLAN OUTLINES THE PRIORITY AREAS THE HOSPITAL FACILITY WILL UNDERTAKE TO MEET THE HEALTH NEEDS OF ITS COMMUNITY, REACH THE TARGETED POPULATION, AND IMPROVE THE QUALITY AND VALUE OF THE CARE PROVIDED TO PATIENTS.BETWEEN 2023-2025, LAKEWOOD COMMITTED TO IMPLEMENTING ACTIVITIES WITHIN THE FOLLOWING THREE (3) PRIORITY AREAS: 1. IMPROVING QUALITY OF LIFE2. PROMOTING ACCESS TO RESOURCES AND CARE3. ENHANCING THE BUILT ENVIRONMENTSIN ITS SECOND YEAR OF EXECUTING THE 2023-2025 IMPLEMENTATION STRATEGY PLAN, LAKEWOOD CONTINUED TO INVEST IN INTERVENTIONS AND PROGRAMS THAT ADDRESSED THE PRIORITY AREAS AND REACHED THE TARGETED POPULATION.- LAKEWOOD CONTINUED TO SCREEN FOR AND ADDRESS THE HEALTH-RELATED SOCIAL NEEDS (HRSNS) AND COMMUNITY-LEVEL SOCIAL DETERMINANTS OF HEALTH (SDOH) THAT AFFECT AN INDIVIDUAL'S ABILITY TO MAINTAIN OPTIMAL HEALTH AND WELL-BEING.- LAKEWOOD REVISED CLINICAL WORKFLOWS AND DOCUMENTATION PRACTICES BY IMPLEMENTING A STANDARDIZED SCREENING TOOL AND REFERRAL PROCESS THAT WERE INTEGRATED AND BUILT INTO ITS ELECTRONIC HEALTH RECORDS (EHR) PLATFORM CALLED OCHIN EPIC. PRIOR TO THE STANDARDIZED SCREENING TOOL, CARE TEAMS USED PAPER COPIES TO ASSESS PATIENTS AND THEN MANUALLY SCANNED THE DOCUMENT INTO EPIC. LAKEWOOD'S COMMUNITY HEALTH SUPERVISOR ALSO PROVIDED TRAINING TO INTRODUCE PROVIDERS AND CLINICIANS TO EHR ENHANCEMENTS. THIS ENSURES ALL CARE TEAM MEMBERS UNDERSTAND THEIR ROLES/RESPONSIBILITIES; KNOWS WHO THE TARGET POPULATION REPRESENTS; AND CONSISTENTLY CONDUCTS SDOH SCREENINGS DURING ROUTINE PATIENT ENCOUNTERS. THE ENHANCEMENT ALLOWED NURSES AND CARE TEAMS TO EASILY RECORD PATIENT RESPONSES DIRECTLY INTO EPIC FLOWSHEETS WHICH TRIGGERED AUTOMATIC REFERRALS TO THE ORGANIZATION'S COMMUNITY HEALTH TEAM WHEN A POSITIVE HRSN OR FOOD INSECURITY SCREENING OCCURRED. UPON REFERRALS, THE COMMUNITY HEALTH TEAM PROVIDED SUPPORT TO PATIENTS AND THEIR FAMILIES, ENROLLED THEM IN ONE (1) OF NINE (9) FOOD SECURITY INTERVENTIONS, FACILITATED ACTIVE REFERRALS TO COUNTY AGENCIES AND OTHER LOCAL NON-PROFITS THROUGH WARM HAND-OFFS, AND/OR OFFERED PASSIVE REFERRALS AND INFORMATION SUCH AS A FOOD ACCESS GUIDE AND LOCAL MARKETING RESOURCES.- CLINICAL CARE TEAMS CONDUCTED 34,565 FOOD INSECURITY SCREENS DURING ROUTINE PRIMARY CARE VISITS, RESULTING IN 865 DOCUMENTED POSITIVE SCREENS FOR FOOD INSECURITY. ONCE REFERRED, THE COMMUNITY HEALTH TEAM OFFERED ACTIVE NAVIGATION TO PATIENTS AND THEIR FAMILY/HOUSEHOLD MEMBERS. - A TOTAL OF 1,786 UNIQUE INDIVIDUALS (PATIENTS AND HOUSEHOLD MEMBERS) WERE SERVED BY LAKEWOOD'S COMMUNITY HEALTH TEAM AND ENROLLED IN ONE (1) OF NINE (9) FOOD SECURITY INTERVENTION. AN INTERVENTION SUMMARY AND NUMBER OF INDIVIDUALS IMPACTED ARE PROVIDED HERE.1. CARDINAL PAX: 75 STUDENTS RECEIVED SNACKS AND PREPARED MEALS AS PART OF A WEEKEND BACKPACK PROGRAM.2. FOOD FARMACY: 367 PATIENTS RECEIVED MONTHLY PRESCRIPTIONS OF HEALTHY FOOD SHARES AND LOCALLY GROWN FOODS.3. ACUTE CARE PACK: 164 PATIENTS RECEIVED A ONE-TIME EMERGENCY NUTRITION BOX.4. MEALS AT DISCHARGE: 128 PATIENTS RECEIVED 14 PRE-PACKAGED AND FROZEN MEALS.5. MEALS AT BABY: 206 OB PATIENTS AND 472 HOUSEHOLD MEMBERS RECEIVED THREE (3) PRE-PACKAGED MEALS UPON DISCHARGE. 6. FRESH DELIVERED: 75 OLDER ADULTS RECEIVED MONTHLY FOOD SHARES DELIVERED TO THEIR DOORSTEPS.7. NOURISH HEALTH: 21 PATIENTS WHO UTILIZE BEHAVIORAL HEALTH SERVICES RECEIVED 14 PRE-PACKAGED AND FROZEN MEALS.8. PROMOTORS: 48 HISPANIC MOTHERS AND 91 CHILDREN RECEIVED 14 PRE-PACKAGED MEALS, AS PART OF THE CULTURALLY TAILORED MEALS PROGRAM. 9. STAPLES AREA FARMERS MARKET: 139 SNAP RECIPIENTS RECEIVED FINANCIAL TOKENS TO PURCHASE LOCALLY GROWN FOODS.- LAKEWOOD SAW A SIGNIFICANT INCREASE IN THE NUMBER OF PATIENTS WHO BENEFITED FROM THE RECOVERY MEAL PROGRAM IN 2024, A FOOD SECURITY INTERVENTION THAT PROVIDES PREPARED AND NUTRITIOUS MEALS FOR PATIENTS WHO SCREENED POSITIVE DURING THE HOSPITAL DISCHARGE PROCESS. - THE MEALS AT BABY INTERVENTION SCREENED OBSTETRICS (OB) PATIENTS FOR FOOD INSECURITY, WHICH RESULTED IN 206 OF THE 484 PATIENTS MEETING THE CRITERIA TO RECEIVE RECOVERY MEALS. THE PATIENT AND EACH MEMBER IN THEIR HOUSEHOLD RECEIVED THREE (3) PRE-PACKAGED AND FROZEN MEALS UPON DISCHARGE. LHS DISTRIBUTED 2,034 RECOVERY MEALS TO NEW MOTHERS AND 472 HOUSEHOLD MEMBERS. - THE MEALS AT DISCHARGE INTERVENTION SCREENED 811 PATIENTS DURING THE HOSPITAL DISCHARGE PROCESS, OF WHICH 128 PATIENTS WERE ELIGIBLE TO RECEIVE RECOVERY MEALS UPON DISCHARGE. EACH PATIENT AND HOUSEHOLD MEMBER RECEIVED 14 PRE-PACKAGED AND FROZEN MEALS, WHICH EQUATED TO 1,792 TOTAL MEALS DISTRIBUTED.- LAKEWOOD CONTINUED TO SUPPORT THE TODD COUNTY PROMOTORS PROJECT THAT AIMS TO ADDRESS THE HRSNS, AND HEALTH DISPARITIES EXPERIENCED BY PERIPARTUM HISPANIC-LATINO WOMEN. LAKEWOOD'S FULL-TIME COMMUNITY HEALTH WORKER (PROMOTORA) SCREENED WOMEN AND FAMILIES FOR HRSNS AND THEN CONNECTED THEM TO RESOURCES OR SERVICE PROVIDERS WHO COULD FURTHER ADDRESS THEIR UNMET HEALTH, ECONOMIC, AND SOCIAL NEEDS.- BETWEEN MAY 30 OCTOBER 17, 2024, LAKEWOOD OPERATED A FARMERS' MARKET ON ITS HOSPITAL CAMPUS TO INCREASE THE AVAILABILITY, ACCESSIBILITY AND AFFORDABILITY OF LOCALLY GROWN PRODUCE FOR PATIENTS, EMPLOYEES, AND LOCAL RESIDENTS. ON AVERAGE, TEN (10) VENDORS AND 220 PATRONS ATTENDED THE MARKET EACH WEEK DURING THE SEASON.- IN JUNE 2024, LAKEWOOD COLLABORATED WITH LUTHERAN SOCIAL SERVICES (LSS) OF MINNESOTA TO DESIGN A CULTURALLY TARGETED INTERVENTION TO ADDRESS FOOD INSECURITY AND HRSNS (E.G., POVERTY, HOUSING, TRANSPORTATION, AND HEALTHCARE COVERAGE) AMONG 500 HISPANIC-LATINO INDIVIDUALS, OLDER ADULTS, AND HOUSEHOLD MEMBERS. THE CULTURALLY TAILORED MEALS PROGRAM REQUIRED LSS TO PREPARE UP TO 10,000 MEALS THAT APPEAL TO THE NUTRITIONAL NEEDS AND PREFERENCES OF HISPANICS-LATINOS, WHILE LAKEWOOD'S PROMOTORS DISTRIBUTED THE MEALS THROUGH REFERRALS AND OUTREACH. SINCE THE PROGRAM LAUNCHED IN OCTOBER 2024, A TOTAL OF 1,120 FROZEN AND NUTRITIOUS MEALS WERE DISTRIBUTED.- IN SEPTEMBER 2024, LAKEWOOD'S COMMUNITY HEALTH TEAM LAUNCHED A TARGETED FOOD AND NUTRITION SECURITY INTERVENTION THAT PROVIDED 21 PATIENTS WHO UTILIZED BEHAVIORAL HEALTH SERVICES WITH FOOD PROVISIONS, SMALL APPLIANCES, AND KITCHEN TOOLS TO PREPARE HEALTHY MEALS. - IN DECEMBER 2024, LAKEWOOD'S COMMUNITY HEALTH TEAM DESIGNED AND IMPLEMENTED A MENTAL HEALTH ANTI-STIGMA CAMPAIGN TARGETING THE HISPANIC AND LATINO COMMUNITY. PRINT RESOURCES AND MEDIA PUBLICATIONS WERE DEVELOPED AND DISSEMINATED TO HISPANIC-LATINO FAMILIES, LOCAL AGENCIES AND NON-PROFITS, AND TO NEWSPAPER OUTLETS. - LAKEWOOD'S COMMUNITY HEALTH COORDINATOR MAINTAINED CERTIFICATION AS A MNSURE NAVIGATOR AND ASSISTER THAT PROVIDED FREE ASSISTANCE TO 213 INDIVIDUALS AND FAMILIES WHO NEEDED HEALTHCARE COVERAGE OR ASSISTANCE WITH RENEWING THEIR COVERAGE. - LAKEWOOD SUSTAINED AND FORMED NEW PARTNERSHIPS WITH PAYORS, GOVERNMENT/COUNTY AGENCIES AND COMMUNITY ENTITIES TO CONNECT RESOURCES TO PATIENTS WHO FACED CHALLENGES OUTSIDE THE CLINICAL SETTING.- LAKEWOOD CONTINUED TO UTILIZE GRANT DOLLARS FROM BLUE CROSS BLUE SHIELD OF MINNESOTA (TODD COUNTY PROMOTORS PROJECT) AND LSS (CULTURALLY TAILORED MEALS PROGRAM) TO ADDRESS FOOD INSECURITY AND HRSNS EXPERIENCED BY THE HISPANIC-LATINO POPULATION. THESE PARTNERSHIPS HELPED TO ALIGN EFFORTS, REDUCE DUPLICATION, OPTIMIZE FINANCIAL RESOURCES, AND ULTIMATELY WORKED TO IMPROVE THE OVERALL HEALTH AND WELL-BEING OF THE HISPANIC-LATINO COMMUNITY IN TODD COUNTY. - ON AUGUST 14, 2024, LAKEWOOD PARTNERED WITH STAPLES MOTLEY BEYOND POVERTY TO HOST THE ANNUAL COMMUNITIES CONNECT EVENT THAT BRINGS TOGETHER LOCAL AND REGIONAL NON-PROFITS AND SERVICE AGENCIES TO CONNECT THEIR RESOURCES TO INDIVIDUALS WHO EXPERIENCE HRSNS. A TOTAL OF 103 INDIVIDUALS AND 34 AGENCIES ATTENDED THE EVENT. - LAKEWOOD ASSISTED STAPLES MOTLEY BEYOND POVERTY TO HOST AND PLAN THE ANNUAL NATIONAL NIGHT OUT EVENT ON AUGUST 6, 2024. AN ESTIMATED 300 INDIVIDUALS ATTENDED THE EVENT. (CONTINUED IN SUPPLEMENTAL DISCLOSURE LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 13H: THE AMOUNT INVOICED DOES NOT CHANGE, HOWEVER A DISCOUNT AMOUNT IS DETERMINED BY INCOME LEVEL AND UNINSURED STATUS THAT WILL RESULT IN THE AMOUNT OF PAYMENT, IF ANY, FROM THE FAP-ELIGIBLE PATIENT. LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 16J: EACH APPLICABLE ADMISSION AREA HAS A POLICY AVAILABLE FOR THE PATIENT AS NEEDED AND UPON REQUEST. LAKEWOOD HEALTH SYSTEM PART V, SECTION B, LINE 24: THERE ARE CHARGES THAT ARE EXEMPT FROM THE FAP DISCOUNTS, SO IN THIS CASE YES WE WOULD CHARGE THE AMOUNT EQUAL TO THE GROSS CHARGE. EXAMPLES WOULD BE A DOT PHYSICAL, A COPAY BALANCE THAT INSURANCE WOULD LEAVE FOR THE CLIENT AS WE CANNOT DISCOUNT COPAYS AND IN VITRO FERTILIZATION SERVICES. SCHEDULE H, PART V, SECTION B, LINE 11 (CONTINUED): - LAKEWOOD ASSISTED LSS DELIVER NUTRITIOUS MEALS TO SENIORS AS PART OF THEIR MEALS ON WHEELS PROGRAM. LAKEWOOD PROVIDED STAFF TIME AND THE USE OF ITS CARE VAN TO DELIVER MEALS AT LEAST TWO (2) TIMES PER MONTH DURING THE 2024 CALENDAR YEAR. THERE WERE HEALTH NEEDS THAT EMERGED FROM THE 2022 CHNA THAT WERE NOT INCLUDED IN THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY PLAN, SUCH AS DENTAL WORK, CANCER, AND TOBACCO USE. WHILE SOME HEALTH NEEDS MAY BE INDIRECTLY ADDRESSED THROUGH THE ACTIVITIES AND STRATEGIES OUTLINED IN THE IMPLEMENTATION STRATEGY PLAN, LAKEWOOD RECOGNIZED CERTAIN NEEDS WERE DEEMED TO ALREADY BE IN PLACE BY TRADITIONAL HEALTHCARE OR BY COLLABORATIVE PARTNERS WHO POSSESSED THE SCOPE OF SERVICES AND SKILL SET TO EFFECTIVELY ADDRESS THEM.FOR MORE DETAILED INFORMATION, INCLUDING GOALS, OBJECTIVES AND STRATEGIES, COMMUNITY PARTNERS, AND EVALUATION FRAMEWORK, REFER TO THE PUBLICLY AVAILABLE COMMUNITY HEALTH IMPLEMENTATION PLAN AVAILABLE ON THE LAKEWOOD'S WEBSITE; REFER TO THE URL GIVEN PREVIOUSLY FOR THE POSTING OF THE PLAN. 7 1 - STAPLES CLINIC 49725 COUNTY ROAD 83 STAPLES MN 56479 CLINIC 2 - LHS CARE CENTER 401 PRAIRIE AVE NE STAPLES MN 56479 SKILLED NURSING FACILITY 3 - SARTELL DERMATOLOGY 161 19TH ST S SUITE 106 SARTELL MN 56377 CLINIC 4 - PILLAGER CLINIC 653 PILLSBURY ST N STE 1 PILLAGER MN 56473 CLINIC 5 - BROWERVILLE CLINIC 30535 241ST AVE BROWERVILLE MN 56438 CLINIC 6 - MOTLEY CLINIC 1233 HWY 10 MOTLEY MN 56466 CLINIC 7 - EAGLE VALLEY CLINIC 815 HWY 71 S EAGLE BEND MN 56446 CLINIC PART I, LINE 7: THE ORGANIZATION USES THE COST-TO-CHARGE RATIO RECOMMENDED BY WORKSHEET 2 OF THE IRS FORM 990, SCHEDULE H INSTRUCTIONS. PART I, LINE 7G: AMOUNTS USED FOR SUBSIDIZED SERVICES WERE CALCULATED USING DETAILED REPORT DATA KEPT BY THE ORGANIZATION. DATA INCLUDED THE TOTAL CHARGES, LESS ALLOWANCES AND DISCOUNTS, MEDICAID; AND ACTUAL COST OF SERVICES PROVIDED. SUBSIDIZED SERVICES INCLUDED THE TRANSPORTATION, EMERGENCY DEPARTMENT, CARE CENTER, AND INPATIENT BEHAVIORAL HEALTH UNITS IN 2024. 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 $ 927,389. PART II, COMMUNITY BUILDING ACTIVITIES: IN 2024, LAKEWOOD INVESTED SIGNIFICANT RESOURCES TO ENHANCE AND PROMOTE THE HEALTH OF THE COMMUNITY. LISTED HERE ARE PHYSICAL IMPROVEMENTS AND HOUSING, ECONOMIC DEVELOPMENTS, AND ENVIRONMENTAL IMPROVEMENTS THAT QUALIFY AS COMMUNITY BUILDING ACTIVITIES.- DINO PARK: IN 2001, LAKEWOOD WORKED WITH THE CITY OF STAPLES-PARK AND RECREATION DEPARTMENT TO FUND AND CONSTRUCT A COMMUNITY PARK ON A SMALL PARCEL OF LAND OWNED BY THE ORGANIZATION. THE COMMUNITY PARK, AFFECTIONATELY KNOWN AS DINO PARK BECAUSE OF THE DINOSAUR-THEMED PLAYGROUND EQUIPMENT, IS MOST OFTEN USED BY NEIGHBORHOOD CHILDREN AND A LOCAL CHILDCARE CENTER. IN 2018, LAKEWOOD INSTALLED MULTIGENERATIONAL FITNESS EQUIPMENT TO GIVE CHILDREN AND ADULTS ENHANCED OPPORTUNITIES TO PLAY AND PARTICIPATE IN PHYSICAL ACTIVITY WHILE AT THE PARK. IN 2021, CONCRETE WALKWAYS WERE ADDED INSIDE AND OUTSIDE THE PERIMETER FENCING TO ENSURE VISITORS COULD EASILY ACCESS AND SAFELY NAVIGATE DINO PARK. DESPITE DINO PARK BEING LISTED ON THE CITY OF STAPLES' WEBSITE AS ONE OF SIX COMMUNITY PARKS, LAKEWOOD EXCLUSIVELY MAINTAINS THE PARK AND ITS MANY AMENITIES, INCLUDING A PAVILION WITH RESTROOMS, UTILITIES, AND WALKWAYS. THE ORGANIZATION'S MAINTENANCE AND HOUSEKEEPING DEPARTMENTS ARE RESPONSIBLE FOR PRESERVING THE AESTHETICS AND CLEANLINESS OF DINO PARK DURING THE 28-WEEK COMMUNITY PARK SEASON. THE COST OF STAFF TIME AND OTHER EXPENSES ASSOCIATED WITH MAINTENANCE WERE CALCULATED USING DETAILED REPORT DATA KEPT BY THE ORGANIZATION.- THE NEST: IN 2022, LAKEWOOD INVESTED $6 MILLION TO HELP THE STAPLES-MOTLEY INDEPENDENT SCHOOL DISTRICT EXPAND A GYMNASIUM PROJECT BY CONSTRUCTING A MULTI-PURPOSE COMMUNITY WELLNESS AND RECREATION FACILITY ON THE SCHOOL CAMPUS. THIS INVESTMENT DEMONSTRATES LAKEWOOD'S COMMITMENT TO REDUCING HEALTH INEQUALITIES AND THE IMPACT OF THE SOCIAL RISK FACTORS THAT PRODUCE POOR HEALTH FOR THOSE LIVING IN AND AROUND THE STAPLES COMMUNITY. THE NEST, NAMED AFTER THE SCHOOL DISTRICT'S CARDINAL MASCOT, ADDRESSES COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH ASSESSMENTS AND CONTRIBUTES TO THE HEALTH AND WELL-BEING OF THE COMMUNITY. COMMUNITY ASSESSMENTS REVEALED THAT RESIDENTS, PARTICULARLY OLDER ADULTS AND LOW-INCOME FAMILIES, HAD LIMITED RESOURCES TO PARTICIPATE IN PHYSICAL ACTIVITY AND SOCIAL CONNECTIONS. A LACK OF PHYSICAL ACTIVITY AND SOCIAL CONNECTION OPPORTUNITIES CONTRIBUTES TO HEALTH ISSUES LIKE OBESITY, CHRONIC DISEASES, OR SOCIAL ISOLATION. THE NEST OFFERS VARIOUS PROGRAMS AND ACTIVITIES LIKE SENIOR-FRIENDLY FITNESS EQUIPMENT AND AN INDOOR WALKING TRACK.THE NEST OPENED TO THE PUBLIC ON DECEMBER 3, 2024 AND OFFERED AFFORDABLE MEMBERSHIP OPTIONS FOR INDIVIDUALS, OLDER ADULTS, VETERANS AND STUDENTS. IN THE MONTH OF DECEMBER 2024, THE NEST SIGNED UP 61 INDIVIDUALS FOR MEMBERSHIPS. MORE INFORMATION ABOUT THE NEST CAN BE OBTAINED ON THE ORGANIZATION'S WEBSITE AT THE FOLLOWING URL: HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/LAKEWOOD-HEALTH-SYSTEM-PLEDGES-INVESTMENTS-FOR-A-HEALTHIER-COMMUNITY/- PICKLEBALL COURTS: LAKEWOOD, IN PARTNERSHIP WITH THE CITY OF STAPLES, INVESTED FINANCIAL RESOURCES TO CONSTRUCT PICKLEBALL COURTS THAT FOSTER NUMEROUS COMMUNITY BENEFITS, INCLUDING PROMOTING PHYSICAL AND MENTAL HEALTH, FOSTERING SOCIAL INTERACTION, AND BUILDING A SENSE OF COMMUNITY. PLAYING PICKLEBALL PROVIDES A FUN AND ACCESSIBLE WAY FOR PEOPLE OF ALL AGES AND ABILITIES TO ENGAGE IN PHYSICAL ACTIVITY, CONNECT WITH OTHERS, AND IMPROVE THEIR OVERALL WELL-BEING.- ECONOMIC DEVELOPMENT ACTIVITIES: LAKEWOOD'S PRESIDENT AND CEO IS A MEMBER OF THE STAPLES ECONOMIC DEVELOPMENT AUTHORITY (SEDA) BOARD OF COMMISSIONERS. SEDA'S MISSION IS "TO PROMOTE THE STAPLES COMMUNITY AS A GROWING DESTINATION, WHERE PEOPLE LIVE, WORK, PLAY AND SUCCEED, AND ACTIVELY WORKS TO ATTRACT, DEVELOP, AND SUPPORT ECONOMIC GROWTH WITHIN THE COMMUNITY. SEDA MET ON THE FOURTH TUESDAY OF EACH MONTH IN 2024. PARTICIPATION ON SEDA INITIATED THE FOLLOWING INVESTMENTS IN THE CITY OF STAPLES. - THE PLAZA: IN 2022, LAKEWOOD PURCHASED A VACANT 1.789-ACRE PROPERTY IN THE CITY OF STAPLES AND BEGAN CONSTRUCTING "THE PLAZA", A MIXED-USE BUILDING COMPRISED OF 16,786 SQ. FT. OF COMMERCIAL AND RETAIL SPACE ON THE FIRST FLOOR, AND ELEVEN RESIDENTIAL APARTMENTS AVAILABLE FOR LEASE ON THE SECOND FLOOR. THE PLAZA REPRESENTS LAKEWOOD'S COMMITMENT TO THE COMMUNITY AND TO ITS MEDICAL AND CITY STAKEHOLDERS WHO ARE WORKING TO INCREASE ACCESS TO DIVERSE HEALTHCARE SERVICES, ADDRESS THE LACK OF AFFORDABLE AND SAFE HOUSING OPTIONS, AND PROVIDE HIGH VISIBILITY SPACE FOR ENTREPRENEURS AND NEW BUSINESSES TO GENERATE ECONOMIC ACTIVITY FOR THE CITY OF STAPLES.TWO (2) OF THE FOUR (4) COMMERCIAL AND RETAIL SUITES WERE OCCUPIED IN 2024. THE PLAZA OPENED FOR BUSINESS ON JANUARY 3, 2024 WITH TWO NEW TENANTS, TWIN CITIES ORTHOPEDICS (TCO) STAPLES THERAPY AND LONGBELLA DRUG BY LAKEWOOD. TCO STAPLES THERAPY OPENED THEIR SUITE ON JANUARY 5, 2024, AND FEATURES PHYSICAL THERAPY, HAND THERAPY, AND SPORTS PERFORMANCE. WITH 7,150 SQUARE FEET OF TOP-OF-THE-LINE EQUIPMENT AND TECHNOLOGY, TCO STAPLES THERAPY DELIVERS COMPREHENSIVE AND EFFECTIVE CARE THAT ENHANCES HEALTH OUTCOMES AND QUALITY OF LIFE FOR THE COMMUNITY.ON JANUARY 1, 2024, LAKEWOOD ACQUIRED THE OWNERSHIP AND MANAGEMENT OF A LOCALLY OWNED PHARMACY CALLED LONGBELLA DRUG. THE INVESTMENT WILL CONTINUE TO PROVIDE THE STAPLES COMMUNITY WITH OUTSTANDING PHARMACY SERVICES AND PRODUCTS LONG INTO THE FUTURE. AS THE SECOND TENANT AT THE PLAZA, LONGBELLA DRUG OPENED ITS 4,220 SQUARE FEET PHARMACY AND RETAIL SPACE ON JANUARY 3, 2024, AND PROVIDES A CONVENIENT DRIVE-THRU AND PATIENT CONSULTATION AREAS.AS OF DECEMBER 31, 2024, A TOTAL OF EIGHT (8) LEASE AGREEMENTS WERE SIGNED FOR THE RESIDENTIAL APARTMENTS ON THE SECOND FLOOR OF THE PLAZA. THE COST OF STAFF TIME AND OTHER EXPENSES ASSOCIATED WITH THE CONSTRUCTION AND DEVELOPMENT OF THE PLAZA, SUCH AS ECONOMIC DEVELOPMENT ACTIVITIES, SMALL BUSINESS DEVELOPMENT, AND SUPPORTING HOUSING NEEDS, WERE CALCULATED USING DETAILED REPORT DATA KEPT BY THE ORGANIZATION.MORE INFORMATION ABOUT THE PLAZA CAN BE OBTAINED ON THE ORGANIZATION'S WEBSITE AT THE FOLLOWING URL: HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/THE-PLAZA/ - LAKEWOOD IS A MEMBER OF THE STAPLES-MOTLEY HOUSING GROUP, LLC, A COLLABORATIVE OF COMMUNITY-BASED ORGANIZATIONS AND BUSINESSES WHO SHARE A COLLECTIVE INTEREST IN ENHANCING HOUSING OPTIONS WITHIN THE COMMUNITY. THE STAPLES HOUSING GROUP PURCHASED SEVEN (7) VACANT PARCELS OF LAND FROM THE CITY OF STAPLES IN 2022, WITH THE INTENT TO CONSTRUCT SEVEN (7) SINGLE-FAMILY HOMES BY THE END OF 2023. THE EFFORTS TO BUILD SINGLE-FAMILY HOMES HAVE ECONOMIC AND COMMUNITY BENEFITS, WHICH INCLUDE GENERATING LOCAL ECONOMIC ACTIVITY AND TAX REVENUE FOR THE CITY OF STAPLES, INCREASING LOCAL SCHOOL DISTRICT ENROLLMENT, AND GROWING AND RETAINING A DIVERSE WORKFORCE. LAKEWOOD INVESTED $210,000 IN 2022 TO SUPPORT THE HOUSING PROJECT. FOUR HOMES WERE BUILT THREE WERE SOLD IN 2024 AND ONE IS ON THE MARKET. (SOLD IN 2025). PART III, LINE 2: THE AMOUNT IS CALCULATED BY MULTIPLYING THE TOTAL CHARGES FOR SERVICES WRITTEN OFF AS BAD DEBT BY THE COST-TO-CHARGE RATIO. PART III, LINE 3: THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY FINANCIAL ASSISTANCE POLICY IS NOT REASONABLE TO CALCULATE FOR THE ORGANIZATION. LAKEWOOD DOES NOT DO PRESUMPTIVE CHARITY CARE OR PARO (PAYMENT ASSISTANCE RANK ORDER) SCORING SO THERE IS NO ESTIMATE ELECTED.LAKEWOOD DOES HAVE A FINANCIAL ASSISTANCE POLICY THAT PROVIDES DISCOUNTED OR FREE CARE. LAKEWOOD IS ALSO COMMITTED TO PROVIDING OTHER COMMUNITY BENEFIT AND COMMUNITY BUILDING FUNCTIONS. THE OPPORTUNITY TO PROVIDE MORE DISCOUNTED OR FREE CARE OR PERFORM ADDITIONAL COMMUNITY BENEFIT AND COMMUNITY BUILDING ACTIVITIES IS LIMITED AS BAD DEBT COSTS INCREASE. PART III, LINE 4: MANAGEMENT PROVIDES FOR POTENTIALLY UNCOLLECTIBLE AMOUNTS, PRIMARILY UNINSURED PATIENTS AND AMOUNTS PATIENTS ARE PERSONALLY RESPONSIBLE FOR, THROUGH A CHARGE TO OPERATIONS AND A CREDIT TO A VALUATION ALLOWANCE BASED ON ITS ASSESSMENT OF HISTORICAL COLLECTION LIKELIHOOD AND THE CURRENT STATUS OF INDIVIDUAL ACCOUNTS. BALANCES THAT ARE STILL OUTSTANDING AFTER MANAGEMENT HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO VALUATION ALLOWANCE AND A CREDIT TO PATIENTS ACCOUNTS RECEIVABLE. THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE DESCRIBING HOW THE ORGANIZATION ACCOUNTS FOR BAD DEBT EXPENSE. PART III, LINE 8: THE MEDICARE ALLOWABLE COST OF CARE RELATING TO PAYMENTS ON LINE 5 WERE CALCULATED USING INFORMATION PREPARED FROM OUR FILED 2024 MEDICARE COST REPORT.A LARGE PERCENTAGE OF LAKEWOOD PATIENTS ARE MEDICARE ELIGIBLE AND LAKEWOOD WILL CONTINUE TO PROVIDE SERVICES DESPITE ANY SHORTFALL. PART III, LINE 9B: WHEN COLLECTIONS ARE UNDERWAY WITH PATIENTS AND IT IS IDENTIFIED THAT THEY ARE ELIGIBLE, THE CUSTOMER ASSISTANCE PROGRAM IS EXTENDED TO THE PATIENT AND WE WILL SEND AN APPLICATION DIRECTLY TO THEM VIA EMAIL, FAX, MAILING ETC. OR DIRECT THEM TO THE APPLICATION ON OUR WEBSITE FOR CONVENIENT AND TIMELY COMPLETION. PATIENTS ARE REQUIRED TO APPLY FOR MEDICAL ASSISTANCE IN ORDER TO RECEIVE A 50% OR GREATER DISCOUNT PER LAKEWOOD'S CUSTOMER ASSISTANCE PROGRAM. PART VI, LINE 2: IN ADDITION TO THE CHNA, LAKEWOOD ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES THROUGH THE CHNA COLLABORATIVE MEMBERSHIP. THE MORRISON-TODD-WADENA COMMUNITY HEALTH BOARD PUBLISHES A COLLECTIVE AND COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) DESCRIBING HOW LOCAL PUBLIC HEALTH, COMMUNITY PARTNERS AND STAKEHOLDERS IN THE THREE-COUNTIES WILL PRIORITIZE AND ADDRESS HEALTH ISSUES DETERMINED BY THE HEALTH NEEDS ASSESSMENTS. REGULAR MEETINGS ALLOW ALL PARTIES TO DISCUSS PROGRESS WITH CURRENT AND NEW INITIATIVES THAT ADDRESS PRIORITY HEALTH NEEDS.LAKEWOOD ALSO REVIEWS PATIENT-LEVEL DATA, PAYOR AND CLAIMS DATA, AND PATIENT SATISFACTION AND EXPERIENCE SURVEY RESPONSES TO ASSESS PATIENT HEALTH NEEDS AND TO IDENTIFY WHERE GAPS IN ACCESS TO HEALTHCARE MAY EXIST. THE ORGANIZATION CONCURRENTLY LISTENS TO ITS WORKFORCE AND SEEKS PROVIDER AND CLINICIAN FEEDBACK TO IMPROVE THE HEALTHCARE NEEDS OF THE COMMUNITY. LAKEWOOD USES ITS SOCIAL MEDIA PLATFORMS AND ITS WEBSITE TO ACTIVELY ENGAGE AND EXCHANGE INFORMATION WITH PATIENTS, COMMUNITY MEMBERS, AND STAKEHOLDERS. PATIENTS WHO ARE ENROLLED IN A COMMUNITY HEALTH INTERVENTION ARE ASSESSED QUARTERLY AND ANNUALLY TO LEARN FROM THEIR EXPERIENCES AND TO TAILOR SERVICES/PROGRAMMING TO BETTER FULFILL THEIR NEEDS. PATIENT AND FAMILY ADVISORY GROUPS, CONSISTING OF PATIENTS, FAMILY AND COMMUNITY MEMBERS FROM ALL AGE GROUPS AND COMMUNITIES, ALSO GIVES THE ORGANIZATION REAL-TIME OPPORTUNITIES TO LISTEN TO SHARED HEALTHCARE-RELATED STORIES, EXPERIENCES AND IDEAS. PATIENT ADVISORY GROUP INFORMATION MAY BE OBTAINED ON THE ORGANIZATION'S WEBSITE AT THE FOLLOWING URL: HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/LAKEWOOD-HEALTH-SYSTEM-LAUNCHES-PATIENT-ADVISORY-GROUPS/ LASTLY, LAKEWOOD SEEKS TO UNDERSTAND THE NEEDS OF THE COMMUNITY THROUGH THE PARTICIPATION IN LOCAL, REGIONAL, STATE AND FEDERAL COLLABORATIVES, ASSOCIATIONS AND COALITIONS, SUCH AS LEADERSHIP, ENGAGEMENT, ADVOCACY, AND POSITIVENESS (LEAP); STAPLES-MOTLEY INDEPENDENT SCHOOL DISTRICT BOARD; STAPLES-MOTLEY BEYOND POVERTY; WAVE/SALUDOS WELCOME CENTER; TODD COUNTY FAMILY SERVICES COLLABORATIVE; CENTRAL MINNESOTA COUNCIL ON AGING; MINNESOTA HOSPITAL ASSOCIATION; AND THE MEDICAID SERVICES ADVISORY COMMITTEE. PART VI, LINE 3: LAKEWOOD EFFECTIVELY INFORMS AND EDUCATES PATIENTS ABOUT THEIR PAYMENT OBLIGATIONS AND HOSPITAL BILLS. THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY AND UTILIZATION OF FINANCIAL ASSISTANCE, IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501 (R) (4), TO ENSURE THE COMMUNITY SERVED BY LAKEWOOD IS AWARE OF THE SERVICES AND SUPPORT. LAKEWOOD OFFERS FINANCIAL ASSISTANCE AND COUNSELING TO PATIENTS WITH LIMITED MEANS, AND TO PATIENTS WHO ARE UNINSURED OR UNDERINSURED BUT DO NOT QUALIFY FOR PUBLIC PROGRAMS OR OTHER ASSISTANCE.INFORMATION ABOUT FINANCIAL ASSISTANCE AND MEANS-TESTED PUBLIC PROGRAMS IS MADE AVAILABLE TO PATIENTS DURING THE PRE-REGISTRATION AND REGISTRATION PROCESS, AND THROUGH COMMUNICATION WITH PATIENTS SEEKING FINANCIAL ASSISTANCE. EVERY EFFORT IS MADE TO DETERMINE A PATIENT'S ELIGIBILITY PRIOR TO OR AT THE TIME OF ADMISSION OR SERVICE.INFORMATION ON FINANCIAL ASSISTANCE IS AVAILABLE ONLINE, IN BROCHURES, MESSAGES ON PATIENT BILLS, AND POSTED NOTICES IN PUBLIC AREAS (E.G., EMERGENCY DEPARTMENT, ADMITTING AND REGISTRATION AREAS, AND PATIENT FINANCIAL SERVICES OFFICES). SUMMARIES OF THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM IS MADE AVAILABLE TO APPROPRIATE HEALTH AND HUMAN SERVICES AGENCIES AND OTHER COMMUNITY ORGANIZATIONS IN THE REGION THAT ASSIST PEOPLE IN NEED.LAKEWOOD ALSO HAS A WRITTEN POLICY FOR BILLING AND COLLECTIONS AND FOR ITS CUSTOMER ASSISTANCE PROGRAM. PAYMENT ARRANGEMENTS ARE AVAILABLE TO ASSIST PATIENTS IN PAYING OFF OBLIGATIONS OWED TO THE ORGANIZATION.MORE INFORMATION ABOUT LAKEWOOD'S FINANCIAL ASSISTANCE PROGRAM AND RESPECTIVE POLICIES CAN BE OBTAINED ON THE ORGANIZATION'S WEBSITE AT THE FOLLOWING URL: HTTPS://WWW.LAKEWOODHEALTHSYSTEM.COM/PATIENTS-VISITORS/BILLING-PAYMENTS/FINANCIAL-ASSISTANCE-PROGRAM/ PART VI, LINE 4: LAKEWOOD PROVIDES A BROAD SPECTRUM OF INPATIENT AND OUTPATIENT CARE SERVICES AT ITS MAIN CAMPUS FACILITY, INCLUDING A 25-BED CRITICAL ACCESS HOSPITAL, A PRIMARY CARE CLINIC, AND SPECIALTY CARE CLINICS AND SERVICES (STAPLES, MN). LAKEWOOD ALSO OPERATES FOUR SATELLITE PRIMARY CARE CLINICS (BROWERVILLE, PILLAGER, MOTLEY & EAGLE BEND, MN), A SKILLED NURSING FACILITY AND TWO ASSISTED LIVING FACILITIES (STAPLES, MN). WHILE LAKEWOOD'S PRIMARY AND SECONDARY SERVICE AREA CONSISTS OF CASS, CROW WING, MORRISON, TODD, AND WADENA COUNTY, ITS FACILITIES AND SPECIALTY SERVICES DRAW FROM PORTIONS OF THE SURROUNDING COUNTIES, INCLUDING HUBBARD, AND OTTER TAIL. THE FIVE-COUNTY SERVICE AREA IS PRIMARILY AGRICULTURALLY BASED WITH LOW POPULATION DENSITIES WHICH HOUSE 171,469 RESIDENTS OVER 6,246 SQUARE MILES (26.5 PEOPLE PER SQUARE MILE). THE POPULATION DISTRIBUTION BY AGE ARE AS FOLLOWS: 22.2% ARE INFANTS, CHILDREN OR ADOLESCENTS AGES 0-17; ANOTHER 54.7% ARE AGES 18 TO 64; WHILE 23.2% ARE AGES 65 AND OLDER. THE PERCENTAGE OF THE TOTAL POPULATION IS MOSTLY WHITE, NON-HISPANIC AT 90.1%, BUT PORTIONS OF THE SERVICE AREA HAVE A HIGHER POPULATION OF HISPANIC OR LATINO INDIVIDUALS. HISPANIC OR LATINO AMERICANS MAKE UP THE LARGEST ETHNIC MINORITY GROUP IN THE REGION AT NEARLY 2.8%.THE PERCENTAGE OF THE TOTAL POPULATION WHO LIVE IN POVERTY IS 10.7%. AMONG THOSE WHO LIVE IN POVERTY, 29.20% ARE CHILDREN AGED 0 TO 17 YEARS OLD, 50.8% ARE BETWEEN THE AGES OF 18 TO 64, AND 20.0% ARE AGES 65 AND OLDER. THE ABOVE-MENTIONED DATA ARE BASED ON THE U.S. CENSUS BUREAU, 2019-2023 AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES. THE PERCENTAGE OF THE POPULATION WHO LACK ADEQUATE ACCESS TO FOOD IS SLIGHTLY MORE THAN 12% ACROSS THE FIVE-COUNTY REGION. WHILE THE RATE APPEARS TO BE LOW, THE NUMBER EQUATES TO MORE THAN 20,180 INDIVIDUALS WHO DO NOT HAVE ACCESS, AT TIMES, TO A RELIABLE SOURCE OF FOOD FOR AN ACTIVE, HEALTHY LIFE. THE DATA IS BASED ON FEEDING AMERICA'S MAP THE MEAL GAP. PART VI, LINE 5: LAKEWOOD FURTHERS ITS EXEMPT PURPOSES BY PROMOTING THE HEALTH OF THE COMMUNITY, AND BY: 1. OPERATING A FULL-TIME EMERGENCY DEPARTMENT OPEN TO ALL, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. 2. MAINTAINING A VOLUNTARY BOARD OF DIRECTORS WHO REPRESENT AND ARE DRAWN FROM THE COMMUNITIES OR GEOGRAPHICAL AREAS WITHIN THE SERVICE AREA. LAKEWOOD'S BOARD OF DIRECTORS HAS A GROUP OF SEVEN (7) PUBLIC TRUSTEES, ALONG WITH THE CEO AND FOUR (4) CLINIC PROVIDERS, WHO GOVERNS THE CHARITABLE ORGANIZATION AND ENSURES THE HOSPITAL IS OPERATING FOR THE BENEFIT OF THE COMMUNITY.3. MAINTAINING AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS.4. PROVIDING CARE FOR ALL PATIENTS ABLE TO PAY AND REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE CARE TO THOSE WHO PAY THEIR BILLS THROUGH MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS.5. USING SURPLUS FUNDS TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES, PURCHASE EQUIPMENT, AND ADVANCE MEDICAL TRAINING AND EDUCATION.6. COLLABORATING WITH BUSINESSES, A SCHOOL DISTRICT, LOCAL FARMERS AND COMMUNITY-BASED ORGANIZATIONS TO IMPROVE COMMUNITY INFRASTRUCTURE AND SOCIAL CONNECTIONS, SUCH AS RESIDENTIAL HOUSING, COMMUNITY WELLNESS CENTER, AND LOCAL FARMERS MARKET. 7. IMPLEMENTING NINE (9) TARGETED INTERVENTIONS TO ADDRESS FOOD INSECURITY FOR NEARLY 1,786 PATIENTS AND HOUSEHOLD MEMBERS. ALL ENROLLED PARTICIPANTS ARE FURTHER ASSESSED FOR HEALTH-RELATED SOCIAL NEEDS (HRSN) AND CONNECTED TO RESOURCES IF THEY DEMONSTRATE A NEED, SUCH AS HOUSING INSTABILITY, TRANSPORTATION BARRIERS, AND CHRONIC STRESS ASSOCIATED WITH EXPERIENCING INTERPERSONAL VIOLENCE, POVERTY, AND GAPS IN HEALTH INSURANCE. 8. OFFERING SUPPORT GROUPS AND EDUCATIONAL CLASSES FACILITATED BY VARIOUS LAKEWOOD PROVIDERS AND HEALTH PROFESSIONALS. THESE OPPORTUNITIES ARE OFFERED AT NO COST TO PATIENTS AND COMMUNITY MEMBERS. THE EDUCATION AND SUPPORT GROUPS INCLUDE ESSENTIALS OF BREASTFEEDING; SIBLING PREPARATION; GRANDPARENT REFRESHER COURSE; JOINT AND PRE-OP CLASS; ALZHEIMER'S AND DEMENTIA SUPPORT GROUP; GRIEF SUPPORT; LIVE WELL: A CELEBRATION OF AGING EDUCATIONAL EVENT AND WALK WITH A DOC GROUP.9. PROVIDING A RENTAL SPACE FOR A LOCAL DAYCARE CENTER THAT SERVES NEARLY 50 AREA CHILDREN BETWEEN THE AGES OF SIX (6) WEEKS AND FIVE (5) YEARS OLD. 10. COLLABORATING WITH TCO TO OFFER FREE SPORTS PHYSICALS TO STUDENTS ON JUNE 5, 2024. SPORTS PHYSICALS ARE CRUCIAL FOR THE SAFETY AND WELL-BEING OF YOUNG ATHLETES AS THEY IDENTIFY UNDERLYING HEALTH CONDITIONS OR ISSUES THAT COULD POSE RISKS DURING SPORTS PARTICIPATION.11. SUPPORTING A GRANT MAKING INITIATIVE THAT AIMS TO IMPROVE COMMUNITY HEALTH AND SAFETY. IN 2024, LAKEWOOD PROVIDED $9,500 IN GRANTS TO COMMUNITY PARTNERS TO HOST A BICYCLE RODEO, TO ENSURE STUDENTS HAVE ACCESS TO HEALTHY FOODS, TO HOST COMMUNITY EVENTS, TO DISTRIBUTE BASIC NEEDS, AND TO BRING MENTAL HEALTH RESOURCES AND EDUCATION TO THE COMMUNITY. PART VI, LINE 6: N/A X X X 0 0 0 0 0 0 0 0 0 LISA BJERGA CEO & PRESIDENT 441862 0 72789 0 98134 0 7665 0 28736 0 649186 0 41170 0 CHRISTINE ALBRECHT CHIEF MEDICAL OFFICER 563235 0 0 0 0 0 0 0 0 0 563235 0 0 0 CODY CRAWFORD CRNA 335373 0 5260 0 0 0 9892 0 45002 0 395527 0 0 0 SCOTT MANEY CRNA 352589 0 500 0 0 0 8179 0 30842 0 392110 0 0 0 DANIEL LUND CRNA 330300 0 500 0 25 0 10194 0 38721 0 379740 0 0 0 JASON ALEXANDER CRNA 339580 0 490 0 100 0 2468 0 23914 0 366552 0 0 0 CRAIG WOLHOWE VP - CLINICS & MEDICAL PROVIDERS 276749 0 20256 0 562 0 5354 0 39997 0 342918 0 0 0 LYNN RICE VP OF SUPPORT SERVICES 267030 0 19012 0 145 0 8721 0 13555 0 308463 0 0 0 JOSEPH REYCRAFT CFO 248475 0 16890 0 164 0 3550 0 12967 0 282046 0 0 0 MATTHEW SINGH CRNA 245133 0 500 0 150 0 3841 0 31402 0 281026 0 0 0 SARAH BAUMGARTNER VP OF NURSING (AS OF 12/24) 140116 0 3096 0 8861 0 5000 0 38152 0 195225 0 0 0 CORRINE NEISESS VP OF NURSING (THRU 06/24) 139992 0 13630 0 175 0 4617 0 14241 0 172655 0 0 0 SCHEDULE J, PART II & FORM 990, PART VII, SECTION A, LINE 5 CHRISTINE ALBRECHT IS THE HOSPITAL'S CHIEF MEDICAL OFFICER. SHE ALSO PRACTICES AS AN EMPLOYEE OF LAKEWOOD CLINIC PA WHICH IS AN UNRELATED ORGANIZATION (SEE RELATIONSHIP FURTHER DESCRIBED ON SCHEDULE L) . THE COMPENSATION REPORTED ON PART VII OF THE 990 AND SCHEDULE J, PART II IS REPRESENTATIVE OF HER REPORTED COMPENSATION IN TOTAL FROM LAKEWOOD CLINIC WHICH INCLUDES HER CONTRIBUTIONS TO LAKEWOOD AS CHIEF MEDICAL OFFICER. A UNITED HOSPITAL DISTRICT TODD MORRISON CASS AND WADENA COUNTIES MN 416005558 88903ACN8 2016-11-15 4168729 REFINANCING 0 0 0 A 1315000 4168729 4098626 70103 2004 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 LAKEWOOD CLINIC PA BOARD MEMBERS HAVE OWNERSHIP INTEREST IN LAKEWOOD CLINIC, PA. 18430116 THE ORGANIZATION HAS A MEDICAL SERVICE AGREEMENT WITH LAKEWOOD CLINIC, PA FOR THE PROVISION OF PHYSICIAN AND OTHER PROFESSIONAL MEDICAL SERVICES. THE AGREEMENT IS RENEWED ON AN ANNUAL BASIS AND WAS EFFECTIVE DURING 2024. LAKEWOOD CLINIC, PA IS PAID PER A NEGOTIATED PRICE OF RELATIVE VALUE UNIT (RVU). THE RVU IS DETERMINED BASED ON THIRD-PARTY COMPENSATION DATA. IN ADDITION, THERE ARE COMPENSATION AGREEMENTS FOR SERVICES THAT USE HOURLY RATES DETERMINED USING MARKET DATA TO ENSURE COMPENSATION IS REASONABLE. THERE ARE SPECIALIST POSITIONS THAT RECEIVE AN ANNUAL COMPENSATION THAT IS ALSO DETERMINED USING MARKET DATA. THE FOLLOWING LAKEWOOD HEALTH SYSTEM BOARD MEMBERS HAVE OWNERSHIP INTEREST IN OR ARE MEMBERS OF LAKEWOOD CLINIC, PA: - KAITLYN SCHOECK, MD - RYAN KRAY, MD 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER OF FORM 990 EMAILS A COPY OF THE FINAL FORM 990 TO THE ORGANIZATION'S CFO. THE CFO PERFORMS A DETAIL REVIEW OF FORM 990 AND PROVIDES EACH VOTING BOARD MEMBER WITH A COPY OF FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY INTERESTS WHICH WERE IDENTIFIED AS PART OF THE ANNUAL CONFLICT OF INTEREST DISCLOSURE WOULD BE DOCUMENTED IN THE BOARD OF DIRECTOR MEETING MINUTES. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE A FORMAL CONFLICT OF INTEREST DISCLOSURE ANNUALLY. INTERESTS THAT ARISE BETWEEN COMPLETING FORMS MUST BE DISCLOSED BY THE INTERESTED MEMBER TO THE REST OF THE BOARD. FOR ANY BOARD ACTION THAT REQUIRED A VOTE AND COULD BE INFLUENCED BY A CONFLICT, THE AFFECTED BOARD MEMBER IS NOT PERMITTED TO VOTE ON THE ACTION. THE ORGANIZATION ALSO CONSIDERS WHETHER OTHER POTENTIAL CONFLICTS OF INTEREST COULD RESULT FOR ANY OF THESE INDIVIDUALS BASED ON POSSIBLE ACTIONS UNDER CONSIDERATION BY THE ORGANIZATION DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, INITIAL COMPENSATION CONSIDERATION IS MADE BASED ON A REVIEW OF SALARY SURVEY DATA COMPILED BY GALLAGHER. ADDITIONALLY, THE COMMITTEE MAY CONSIDER OTHER DATA SOURCES FOR CONTEXT INCLUDING DATA COMPILED BY THE MINNESOTA HOSPITAL ASSOCIATION (MHA), AND HEALTHCARE HUMAN RESOURCES ASSOCIATION OF MINNESOTA (HHRAM). THIS DATA IS THEN REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. AFTER THIS REVIEW, A RECOMMENDATION IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW ALONG WITH THE ENTIRE ANNUAL BUDGET PACKAGE. FINALLY, THE FULL BUDGET PACKAGE, ALONG WITH ALL SPECIFIC SALARY PROPOSALS, IS SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. AT ANY TIME IN THIS PROCESS, ANY OF THE COMMITTEES OR BOARD COULD REQUEST ADDITIONAL INDEPENDENT SALARY INFORMATION SUPPORTING THE PROPOSED SALARY. THIS COMPENSATION AMOUNT IS INCLUDED IN THE CEO EMPLOYMENT CONTRACT WHICH IS PREPARED EVERY OTHER YEAR WITH A TWO-YEAR TERM. FOR THE CFO, CMO, AND VP'S, THE PROCESS STARTS WITH A COMPENSATION SURVEY PERFORMED BY INTEGRATED HEALTHCARE STRATEGIES (IHS) OR SIMILAR FIRM. IHS IS CONTRACTED BIENNIALLY TO COMPLETE A COMPENSATION MARKET SURVEY FOR THESE POSITIONS. THE COMMITTEE MAY CONSIDER OTHER DATA SOURCES FOR CONTEXT INCLUDING BUT NOT LIMITED TO DATA COMPILED BY THE MINNESOTA HOSPITAL ASSOCIATION (MHA), AND HEALTHCARE HUMAN RESOURCES ASSOCIATION OF MINNESOTA (HHRAM). THIS DATA IS REVIEWED BY THE COMPENSATION COMMITTEE WITH THE REMAINING PROCESS BEING IDENTICAL TO THAT FOR THE CEO WITH ALL RECOMMENDATIONS AND COMMITTEE MEETING MINUTES SENT TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS CAN BE REQUESTED FROM THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. FORM 990, PART IX, LINE 11G OPERATING ROOM PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,076,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,076,783. REHAB/THERAPY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,472,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,472,700. PHYSICIAN PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 16,406,553. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,406,553. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,463,746. MANAGEMENT AND GENERAL EXPENSES 969,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,432,919. CLINIC & ADMIN FEES: PROGRAM SERVICE EXPENSES 3,476,702. MANAGEMENT AND GENERAL EXPENSES 395,031. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,871,733. PHARMACY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 376,889. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 376,889. LAB PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,589,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,589,469. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS -183,965. CHANGE IN INVESTMENTS IN AFFILIATES 134,151. STAPLESMOTLEY HOUSING GROUP LLC 49725 COUNTY ROAD 83 STAPLES MN 56479 882108733 HOME & ECONOMIC DEVELOPMENT MN LAKEWOOD HEALTH SYSTEM RELATED -45835 270660 0 1 0.70000 LHS-TCO HOUSING LLC 49725 COUNTY ROAD 83 STAPLES MN 56479 882084265 HOUSING MN LAKEWOOD HEALTH SYSTEM RELATED -7718 151226 0 1 0.50000 TCO THERAPY 49725 COUNTY ROAD 83 STAPLES MN 56479 301406475 THERAPY MN LAKEWOOD HEALTH SYSTEM RELATED -35020 -35480 0 1 0.50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0