2025-11-17T15:04:03-06:00 2024-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2024-01-01 311097818 PRESTON MEMORIAL HOSPITAL CORPORATION PRES 3043291400 150 MEMORIAL DRIVE KINGWOOD WV 265371442 JEFF SANDENE EXECUTIVE VP AND CFO 3043291400 2025-11-17 1 1 ANGELA M MOORE P00244342 3174648600 2024 2025-03-06 01:10:19Z MELISSA LOCKWOOD 150 MEMORIAL DRIVE KINGWOOD WV 265371442 63938773 0 X WWW.PRESTONMEMORIAL.ORG X 1955 WV TO ENHANCE THE HEALTH OF THE COMMUNITIES WE SERVE, ONE PERSON AT A TIME. 10 6 488 6 0 0 600000 1502000 51041050 61540076 472400 524378 865781 372319 52979231 63938773 0 0 0 0 27628981 31883505 0 0 0 25320377 28465982 52949358 60349487 29873 3589286 46376503 62883256 40287487 52290747 6089016 10592509 X TO ENHANCE THE HEALTH OF THE COMMUNITIES WE SERVE, ONE PERSON AT A TIME. 0 0 46849131 61698981 THE HOSPITAL HAD 2,472 INPATIENT DAYS, CARED FOR 10,282 EMERGENCY PATIENTS AND TREATED 50,525 PATIENTS IN ITS OUTPATIENT CLINICS. THE HOSPITAL PROVIDES CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY. CHARGES FOREGONE FOR CHARITY CARE AMOUNTED TO $1,112,981. THE HOSPITAL PROMOTES AND PROVIDES ACTIVITIES SUCH AS HEALTH FAIRS, BLOOD DRIVES, AND A FITNESS CENTER TO IMPROVE THE HEALTH AND WELFARE OF ITS PATIENTS. THE HOSPITAL ALSO CONDUCTS COMMUNITY-WIDE SPEAKER BUREAUS TO HELP EDUCATE THE COMMUNITY ON SPECIFIC HEALTH AND WELLNESS MATTERS. THE HOSPITAL STRIVES TO PROVIDE AND PROMOTE NEEDED SERVICES IN THE COMMUNITY BY PARTNERING WITH LOCAL AGENCIES SUCH AS THE PRESTON COUNTY HEALTH DEPARTMENT, FAMILY RESOURCE NETWORK, PRESTON PREVENTION PARTNERSHIP, AND THE PRESTON COUNTY CHAMBER OF COMMERCE.THE ORGANIZATION SPONSORED HEALTH FAIRS, BLOOD DRIVES, CANCER SCREENINGS, CPR/FIRST AID CLASSES, CRISIS INTERVENTION, DIABETES INTERVENTION, FAMILY/PARENTING/SIBLING EDUCATION, FITNESS EDUCATION, FLU SHOTS, NUTRITION/WEIGHT MAINTENANCE, SCHOOL BASED PROGRAMS, SENIOR EDUCATION AND OUTREACH PROGRAMS, SPORTS INJURY PREVENTION, SUBSTANCE ABUSE AND TOBACCO/SMOKING CESSATION. 46849131 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 59 0 1 488 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WV X KEVIN GESSLER VP FINANCIAL SERVICE 3043291400 150 MEMORIAL DRIVE KINGWOOD WV 265371442 DAVID GOLDBERG DIRECTOR, MHS PRESIDENT CEO 1.00 57.00 X X 0 996584 51139 MELISSA LOCKWOOD DIRECTOR/PMH CAO 30.00 20.00 X X 56614 252555 26627 JASON MCNAIR DIRECTOR/CHIEF OF STAFF 50.00 1.00 X 231865 0 9398 NICK TAYLOR CHAIRMAN 1.00 1.00 X X 0 0 0 RAY THOMPSON VICE CHAIR 1.00 3.00 X X 0 0 0 TIM CALVERT SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 KATHY MCNEILL DIRECTOR 1.00 5.50 X 0 0 0 RITA MCCROBIE DIRECTOR 1.00 2.00 X 0 0 0 RONALD CRITES DIRECTOR 1.00 1.00 X 0 0 0 TARRELL RIES DIRECTOR 1.00 2.00 X 0 0 0 KEVIN GESSLER VP FINANCE 20.00 30.00 X 0 291880 21515 FRANK ABRAHAM PHYSICIAN 50.00 0.00 X 575667 0 57988 LORN WOLFE PHYSICIAN 50.00 0.00 X 472062 0 46004 MARAM HAKOUM DIRECTOR OF PHYSICIANS 50.00 0.00 X 407759 0 26876 TERESA HARRIMAN CHIEF CRNA 50.00 0.00 X 308902 0 26704 JULIA RAMBERG PHYSICIAN 50.00 0.00 X 272778 0 55292 2325647 1541019 321543 34 0 1 0 QUALIVIS LLC PO BOX 674913 DALLAS TX 752674913 AGENCY SERVICES 1726425 SYNERGY SURGICALISTS WV INC 12396 WORLD TRADE DRIVE SAN DIEGO CA 92128 ORTHRO SERVICES 1689255 ASSOCIATED SPECIALISTS INC 527 MEDICAL PARK DR SUITE 204 BRIDGEPORT WV 26330 MEDICAL SERVICES 121925 LABORATORY CORPORATION PO BOX 12140 BURLINGTON NC 272162140 LAB SERVICES 115056 4 1502000 1502000 NET PATIENT SERVICE RE 622110 58052932 58052932 340B DRUG PROGRAM 900099 3487144 3487144 61540076 524378 524378 CAFETERIA SALES 722514 213414 213414 EMPLOYEE DRUG REV 621990 130248 130248 REBATES 900099 17136 17136 11521 11521 372319 63938773 61698981 0 737792 288479 288479 34108 34108 24701345 20370612 4330733 875148 726373 148775 4698277 3885176 813101 1286148 1067503 218645 16350 16350 142366 142366 5501875 5026289 475586 354584 283828 70756 1190484 915142 275342 55906 46289 9617 43283 34626 8657 992853 992853 1660392 1328314 332078 620899 620899 MEDICAL SUPPLIES 9669708 9669708 MANAGEMENT FEES 5170703 5170703 HEALTHCARE PROVIDER TAX 1586391 1586391 REPAIRS & MAINTENANCE 688921 551137 137784 771267 414257 357010 60349487 46849131 13500356 0 5310462 1602 0 772669 0 102717 7427486 11667669 385797 718081 107954 150847 23082380 3487331 18335815 19595049 12725232 17799432 0 30843 2083757 12044347 46376503 62883256 3064100 4617776 31354086 31786106 5869301 15886865 40287487 52290747 X 6079016 9092509 10000 1500000 6089016 10592509 46376503 62883256 X 3589286 1030975 -116768 X 0 1 X 1 0 X 1085000 1085000 15005159 1158511 13846648 3341528 960679 2380849 3650693 1368141 2282552 19595049 FUNDED DEPRECIATION-PNC 17799432 F 17799432 AFFILIATE RECEIVABLES - VANDALIA HEALTH SUBSIDIARIES' 12044347 12044347 DUE TO 3RD PARTY PAYORS 3779180 AFFILIATE PAYABLES - VANDALIA HEALTH SUBSIDIARIES' 11766409 ACCRUED PENSION OBLIGATION 341276 15886865 X PART X, LINE 2: THE IRS HAS DETERMINED THAT THE SYSTEM ENTITIES ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE AND APPLICABLE STATE STATUTES, EXCEPT FOR MHC, FHE, CMC, AND HFI, WHICH ARE CORPORATIONS SUBJECT TO INCOME TAX. THE SYSTEM DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. TAX RETURNS FOR THE YEAR ENDED JUNE 30, 2020, ARE OPEN FOR THE MHS ENTITIES AND TAX RETURNS FOR THE YEAR ENDED DECEMBER 31, 2021, ARE OPEN FOR CAMC ENTITIES. 1 1 X 1 X 0 1 1 0 1 0 2214985 2214985 0.03900 2707345 2707345 1820046 1820046 6742376 4527391 2214985 0.03900 460613 24890 435723 0.00770 393376 393376 0.00690 25532 25532 0.00040 879521 24890 854631 0.01500 7621897 4552281 3069616 0.05400 0 3515762 0 8537606 8537606 X 1 1 1 1 PRESTON MEMORIAL HOSPITAL CORPORATION 150 MEMORIAL DRIVE KINGWOOD WV 26537 HTTP://WWW.PRESTONMEMORIAL.ORG/ 205013 X X X X X 24X7 LAB AND RADIOLOGY. CENTER OF EXCELLENCE IN BARIATRIC SURGERY. PRESTON MEMORIAL HOSPITAL CORPORATION 1 0 0 0 1 1 50000 1 X 200.000000000000 X X X X 1 1 X X X 1 X HTTPS://WWW.MONHEALTH.COM/PRESTON-MEMORIAL/PATIENT-PAYMENTS X HTTPS://WWW.MONHEALTH.COM/PRESTON-MEMORIAL/PATIENT-PAYMENTS X HTTPS://WWW.MONHEALTH.COM/PRESTON-MEMORIAL/PATIENT-PAYMENTS X X X X 1 X 0 X X X X 1 X 0 0 PRESTON MEMORIAL HOSPITAL: PART V, SECTION B, LINE 3:PRESTON MEMORIAL HOSPITAL SHOULD HAVE CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) DURING THE TAX YEAR ENDED DEC 31, 2024 BASED ON ITS EXISTING CHNA 3-YEAR CYCLE. THE HOSPITAL DID TAKE CERTAIN STEPS TO PERFORM THE CHNA DURING 2024, INCLUDING REACHING OUT TO COMMUNITY PARTNERS AND LOCAL PUBLIC HEALTH DEPARTMENTS. HOWEVER, THE HOSPITAL DID NOT COMPLETE A WRITTEN CHNA REPORT, NOR DID THE HOSPITAL BOARD ADOPT A CHNA BY DECEMBER 31, 2024. THIS LAPSE CAN BE ATTRIBUTED TO VARIOUS FACTORS WITHIN THE ORGANIZATION. THERE WAS ALSO A LEVEL OF UNCERTAINTY AMONG PERSONNEL ABOUT REGULATORY REQUIREMENTS. SPECIFICALLY, THERE WAS UNCERTAINTY REGARDING THE FACT THAT A SHORT TAX PERIOD REPRESENTS A FULL TAX YEAR IN THE CYCLE OF PROPERLY COMPLETING A CHNA EVERY THREE YEARS. THIS MISUNDERSTANDING OF THE TIMELINES AND REQUIREMENTS LED TO FURTHER DELAYS AND THE EVENTUAL FAILURE TO CONDUCT THE CHNA WITHIN THE PRESCRIBED TIMEFRAME. THE HOSPITAL RECOGNIZES THIS OVERSIGHT AND IS TAKING ACTIVE STEPS TO RECTIFY THE SITUATION. THIS INCLUDES ENSURING A CLEAR UNDERSTANDING OF THE REGULATORY REQUIREMENTS, AND PRIORITIZING THE CHNA PROCESS TO ALIGN WITH FEDERAL REGULATIONS. THESE MEASURES AIM TO PREVENT A RECURRENCE OF THIS LAPSE AND UPHOLD THE HOSPITAL'S COMMITMENT TO COMMUNITY HEALTH IMPROVEMENT AND REGULATORY COMPLIANCE. THE HOSPITAL BOARD OF DIRECTORS ADOPTED A NEW CHNA AND AN IMPLEMENTATION STRATEGY ON MAY 12, 2025. PART I, LINE 3C: THE VP OF FINANCIAL SERVICES AND FINANCIAL COUNSELOR REVIEW ALL CHARITY APPLICATIONS. THE VP OF FINANCIAL SERVICES AND COUNSELOR THEN DETERMINE, BASED ON FINANCIAL INFORMATION GIVEN BY THE PATIENT (TAX RETURNS, PAY STUBS, HOUSEHOLD EXPENSES, AND OTHER FAMILY CONSIDERATIONS), IF DEEP DISCOUNTS CAN BE PROVIDED TO THE PATIENT, OR IF A COMPLETE WRITE-OFF TO FREE-CARE IS DEEMED APPROPRIATE. PART I, LINE 7: ACTUAL REVENUE AND COSTS WERE TAKEN FROM THE GENERAL LEDGER. REASONABLE ESTIMATES WERE USED WHERE APPROPRIATE. FINANCIAL ASSISTANCE AT COST WAS CALCULATED BASED ON THE COST-TO-CHARGE RATIO FROM WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS. UNREIMBURSED MEDICAID AND UNREIMBURSED COST - OTHER MEANS-TESTED GOVERNMENT PROGRAMS WERE CALCULATED USING THE CALCULATED COST-TO-CHARGE RATIO. COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION WERE CALCULATED USING INTERNAL COST ACCOUNTING SYSTEMS THAT USE DIRECT AND INDIRECT COST REPORTING. 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 $ 3,515,762. PART III, LINE 2: BAD DEBT EXPENSE AS REPORTED ON THE AUDITED FINANCIAL STATEMENTS. PART III, LINE 4: PATIENTS SEEKING FINANCIAL ASSISTANCE COMPLETE FINANCIAL ASSISTANCE APPLICATIONS AND WORK WITH THE HOSPITAL'S FINANCIAL COUNSELOR TO DETERMINE APPROPRIATE LEVELS OF DISCOUNTS (OR COMPLETE FREE CARE) BASED ON INFORMATION SUPPLIED BY THE PATIENT. ALL SELF-PAY PATIENTS ARE OFFERED BASELINE DISCOUNTS OF 10% FROM CHARGES, AND AN ADDITIONAL 30% PROMPT PAYMENT DISCOUNT IF PAYMENT IS MADE WITHIN A CERTAIN TIME PERIOD AFTER RECEIVING A BILL. PATIENTS WHO REFUSE ASSISTANCE AND REFUSE PAYMENT OPTIONS ARE TURNED OVER TO A COLLECTION AGENCY AFTER 3 BILLS HAVE BEEN SUBMITTED, AND BAD DEBT IS RECOGNIZED AT THAT TIME. PART III, LINE 8: MEDICARE ALLOWABLE COSTS WERE OBTAINED FROM THE HOSPITAL'S MEDICARE COST REPORT. PART III, LINE 9B: THE HOSPITAL FINANCIAL COUNSELING STAFF HELPS PATIENTS SEEK FINANCIAL ASSISTANCE THROUGH GOVERNMENT PROGRAMS OR OTHER PAYMENT SERVICES BEFORE APPLYING FOR CHARITY CARE. IF GOVERNMENT PROGRAMS OR OTHER SERVICES ARE DENIED, A FINANCIAL COUNSELOR WORKS WITH PATIENT TO OBTAIN FINANCIAL INFORMATION LIKE TAX RETURNS, HOUSEHOLD BILLS, BANK ACCOUNT INFORMATION, ETC. THE FINANCIAL COUNSELOR WORKS WITH THE VP OF FINANCIAL SERVICES TO DETERMINE IF A PATIENT IS ELIGIBLE FOR FULL OR PARTIAL CHARITY CARE. ONCE THIS DETERMINATION IS MADE, THE FINANCIAL COUNSELOR COMMUNICATES RESULTS WITH THE PATIENT. IF PARTIAL PAYMENT IS DUE AFTER A DISCOUNT HAS BEEN RECOMMENDED, THE FINANCIAL COUNSELOR WORKS WITH THE PATIENT ON A PAYMENT ARRANGEMENT. IF A PATIENT, WHO HAS BEEN DEEMED ELIGIBLE FOR PARTIAL CHARITY CARE, AGREES TO A PAYMENT PLAN AND THEN FAILS TO PAY THE REMAINING BALANCE AGREED TO, THE REMAINING BALANCE WILL BE ADJUSTED OFF AS BAD DEBT. THE REMAINING BALANCE WILL BE TURNED OVER TO A COLLECTION AGENCY. PART VI, LINE 2: THE FOLLOWING RESEARCH METHODS WERE USED TO DETERMINE COMMUNITY HEALTH NEEDS: STATISTICAL ANALYSIS OF HEALTH AND SOCIOECONOMIC INDICATORS; A FULL LISTING OF DATA REFERENCES IS INCLUDED IN APPENDIX A PARTNER MEETING CONDUCTED WITH PRESTON COUNTY COMMUNITY AGENCY REPRESENTATIVES TO ENGAGE THEM IN THE CHNA AND GARNER INSIGHT ON COMMUNITY HEALTH CHALLENGES AND OPPORTUNITIES FOR PARTNERSHIP. TO WORK TOWARD HEALTH EQUITY, IT IS IMPERATIVE TO PRIORITIZE RESOURCES AND ACTIVITIES TOWARD THE MOST PRESSING AND CROSSCUTTING HEALTH NEEDS WITHIN THE COMMUNITY. PRIORITIES WERE DETERMINED BY THE PMH CHNA PLANNING COMMITTEE, TAKING INTO CONSIDERATION RESEARCH FINDINGS AND FEEDBACK FROM COMMUNITY STAKEHOLDERS. USING FEEDBACK FROM COMMUNITY PARTNERS AND STAKEHOLDERS AND TAKING INTO ACCOUNT THE HOSPITAL'S EXPERTISE AND RESOURCES. AS PART OF THE CHNA, PMH HOSTED A PARTNER MEETING ON MAY 23, 2022. A TOTAL OF 14 PEOPLE ATTENDED REPRESENTING HEALTH AND SOCIAL SERVICE AGENCIES, EDUCATION SECTORS, SENIOR SERVICES, AND CIVIC ORGANIZATIONS. THE OBJECTIVE OF THE FORUM WAS TO SHARE DATA FROM THE CHNA AND GARNER FEEDBACK ON COMMUNITY HEALTH PRIORITIES, AS WELL AS OPPORTUNITIES FOR COLLABORATION AMONG PARTNER AGENCIES. RESEARCH FROM THE CHNA WAS PRESENTED AT THE SESSION. GROUP DIALOGUE WAS FACILITATED TO DISCUSS RESEARCH FINDINGS, EXISTING RESOURCES AND INITIATIVES TO ADDRESS PRIORITY AREAS, THE IMPACT OF COVID19 ON COMMUNITIES AND SERVICES, AND NEW OR INNOVATIVE OPPORTUNITIES FOR CROSSSECTOR COLLABORATION. SOCIAL DETERMINANTS OF HEALTH (SDOH) ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH RISKS AND OUTCOMES. HEALTHY PEOPLE 2030, THE CDC'S NATIONAL BENCHMARK FOR HEALTH, RECOGNIZES SDOH AS CENTRAL TO ITS FRAMEWORK, NAMING "SOCIAL AND PHYSICAL ENVIRONMENTS THAT PROMOTE GOOD HEALTH FOR ALL" AS ONE OF THE FOUR OVERARCHING GOALS FOR THE DECADE. HEALTHY PEOPLE 2030 OUTLINES FIVE KEY AREAS OF SDOH: ECONOMIC STABILITY, EDUCATION ACCESS AND QUALITY, HEALTHCARE ACCESS AND QUALITY, NEIGHBORHOOD AND BUILT ENVIRONMENT, AND SOCIAL AND COMMUNITY CONTEXT. THE MIX OF INGREDIENTS THAT INFLUENCE EACH PERSON'S OVERALL HEALTH PROFILE INCLUDE INDIVIDUAL BEHAVIORS, CLINICAL CARE, ENVIRONMENTAL FACTORS, AND SOCIAL CIRCUMSTANCE. WHILE HEALTH IMPROVEMENT EFFORTS HAVE HISTORICALLY TARGETED HEALTH BEHAVIORS AND CLINICAL CARE, PUBLIC HEALTH AGENCIES, INCLUDING THE US CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), WIDELY HOLD THAT AT LEAST 50% OF A PERSON'S HEALTH PROFILE IS DETERMINED BY SDOH. ADDRESSING SDOH IS A PRIMARY APPROACH TO ACHIEVING HEALTH EQUITY. HEALTH EQUITY ENCOMPASSES A WIDE RANGE OF SOCIAL, ECONOMIC, AND HEALTH MEASURES BUT CAN BE SIMPLY DEFINED AS "A FAIR OPPORTUNITY FOR EVERY PERSON TO BE AS HEALTHY AS POSSIBLE." IN ORDER TO ACHIEVE HEALTH EQUITY, WE NEED TO LOOK BEYOND THE HEALTHCARE SYSTEM TO DISMANTLE SYSTEMATIC INEQUITIES BORN THROUGH RACISM AND DISCRIMINATION LIKE POWER AND WEALTH DISTRIBUTION, EDUCATION ATTAINMENT, JOB OPPORTUNITIES, HOUSING, AND SAFE ENVIRONMENTS, TO BUILD A HEALTHIER COMMUNITY FOR ALL PEOPLE NOW AND IN THE FUTURE. PART VI, LINE 3: THE HOSPITAL PERSONNEL INSTRUCT PATIENTS DURING THE REGISTRATION PROCESS WHO DO NOT HAVE INSURANCE OR THE INABILITY TO PAY, TO COMPLETE AN APPLICATION FOR CHARITY CARE AFTER ALL OTHER SOURCES OF FINANCIAL ASSISTANCE HAVE BEEN DENIED. HOSPITAL PERSONNEL ASSIST PATIENTS WITH OBTAINING OTHER FINANCIAL ASSISTANCE BEFORE APPLYING FOR CHARITY CARE. THE FINANCIAL COUNSELING POLICY IS POSTED IN THE WAITING ROOMS AND AT THE FRONT-DESK. THE HOSPITAL ALSO HAS A FORMAL RESOLUTION IN PLACE WITH THE PRESTON COUNTY COMMISSION (LOCAL GOVERNMENT) INFORMING ALL LOCAL CITIZENS OF THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. PART VI, LINE 4: PRESTON COUNTY IS A RURAL COMMUNITY LOCATED IN WEST VIRGINIA'S SCENIC MOUNTAINEER COUNTRY. THE COUNTY HAD A TOTAL POPULATION OF 34,216 AND CONTRARY TO STATEWIDE POPULATION DECLINE, SAW SMALL POPULATION GROWTH OF +2.08% FROM THE 2010 CENSUS. WHILE MOST PRESTON COUNTY RESIDENTS (90%) IDENTIFY AS WHITE, CONSISTENT WITH THE STATE, POPULATION GROWTH OCCURRED EXCLUSIVELY AMONG NONWHITE INDIVIDUALS. THE BLACK/AFRICAN AMERICAN POPULATION MORE THAN QUADRUPLED FROM THE 2010 CENSUS. PRESTON COUNTY IS AN AGING COMMUNITY. APPROXIMATELY 20% OF RESIDENTS ARE AGED 65 OR OLDER, AN INCREASE FROM PRIOR YEARS, AND HIGHER THAN THE NATIONAL AVERAGE OF 16%. WHILE THE OLDER ADULT POPULATION INCREASED, YOUTH UNDER AGE 18 ALSO COMPRISE NEARLY 20% OF PRESTON COUNTY RESIDENTS, REINFORCING THE POTENTIAL IMPACT OF UPSTREAM, PREVENTATIVE INITIATIVES. POSITIVE SDOH INDICATORS WITHIN PRESTON COUNTY INCLUDE HOUSING AFFORDABILITY AND HOMEOWNERSHIP. MORE THAN 81% OF RESIDENTS OWN THEIR HOME AND 20% OF HOMEOWNERS ARE HOUSING COST BURDENED COMPARED TO 27% NATIONALLY. COST BURDEN IS DEFINED AS SPENDING 30% OR MORE OF HOUSEHOLD INCOME ON HOUSING. PRESTON COUNTY DIFFERS FROM THE STATE WITH A LOWER PROPORTION OF ALL RESIDENTS AND CHILDREN LIVING IN POVERTY, ALTHOUGH IT CONTINUES TO EXCEED NATIONAL TRENDS. ADDITIONALLY, MORE THAN 13% OF PRESTON COUNTY OLDER ADULTS LIVE IN POVERTY COMPARED TO 10% STATEWIDE AND NATIONALLY. THIS FINDING IS SIGNIFICANT DUE TO THE LARGE AND GROWING PROPORTION OF OLDER ADULT RESIDENTS.THE COUNTY HAS A MEDIAN AGE OF 43.2 AND MEDIAN INCOME OF $61,373 PART VI, LINE 5: PRESTON MEMORIAL HOSPITAL HAS A GOVERNING BODY COMPRISED OF CITIZENS OF PRESTON COUNTY. THEY ARE NOT EMPLOYEES, CONTRACTORS OR FAMILY MEMBERS THEREOF. THE HOSPITAL EXTENDS PRIVILEGES TO QUALIFIED PHYSICIANS IN THE COMMUNITY AND BEYOND TO HELP TAKE CARE OF THE NEEDS OF ITS PATIENTS. THE ORGANIZATION ROUTINELY DOES NOT HAVE SURPLUS FUNDS AVAILABLE FROM OPERATIONS. HOWEVER, THE HOSPITAL HAS IDENTIFIED RESOURCES THROUGH BORROWING OR FUNDRAISING TO INVEST IN NEW TECHNOLOGIES FOR IMAGING SERVICES, ELECTRONIC HEALTH RECORDS, FACILITY IMPROVEMENTS, PATIENT CARE ROOM UPGRADES AND OTHER CLINICAL CAPITAL IMPROVEMENTS (E.G., MONITORS, VENTS, SURGICAL EQUIPMENT, ETC.). THE HOSPITAL ALSO PROVIDES 24 X 7 EMERGENCY SERVICES AND A LEVEL 4 TRAUMA CENTER. THE HOSPITAL'S EMERGENCY DEPARTMENT AND ALL OTHER CLINICAL SERVICES WHERE MEDICAL NEED IS DEMONSTRATED IS AVAILABLE TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. THE HOSPITAL'S SPECIALIZED SERVICES INCLUDE: ENT, OB/GYN CARE, GENERAL SURGERY, ORTHOPEDICS, PSYCHIATRY, PHYSICAL THERAPY, CARDIOLOGY, LABORATORY, RADIOLOGY, AND NEUROLOGY. IF THESE SERVICES WERE NOT AVAILABLE, PATIENTS IN THE PRIMARY SERVICE AREA WOULD HAVE TO TRAVEL MORE THAN 45 MINUTES TO OBTAIN THESE SERVICES ELSEWHERE. THE HOSPITAL WORKS DILIGENTLY TO ATTRACT CHARITABLE SUPPORT THROUGH ITS FOUNDATION, AND ENGAGES OVER 20 VOLUNTEERS TO SUPPORT MULTIPLE ACTIVITIES AT THE HOSPITAL. PART VI, LINE 6: AS OF 2/28/2014, PRESTON MEMORIAL HOSPITAL, COLLECTIVELY WITH PRESTON MEMORIAL FOUNDATION AND PRESTON MEMORIAL MEDICAL GROUP, IS PART OF THE MON HEALTH SYSTEM, INC. THE MON HEALTH SYSTEM INCLUDES MONONGALIA COUNTY GENERAL HOSPITAL COMPANY, MON ELDER SERVICES, INC., MON HEALTH CARE AND STONEWALL JACKSON MEMORIAL HOSPITAL. ALL ENTITIES ARE UNDER COMMON GOVERNANCE AND CONTROL, AND COLLECTIVELY OPERATE TO SERVE THE HEALTHCARE NEEDS AND CHARITABLE NEEDS OF THE COMMUNITY. THE MEDICAL GROUP PROVIDES OFFICE RENTAL SPACE TO OTHER HEALTH CARE PROVIDERS IN THE COMMUNITY. THE FOUNDATION SERVES AS A FUNDRAISING ARM OF THE HOSPITAL TO HELP PROVIDE SUPPORT FOR CAPITAL IMPROVEMENTS, MAINTENANCE COSTS FOR THE RADIOLOGY DEPARTMENT, AND TO SUPPORT COMMUNITY ACTIVITIES THROUGH CHARITABLE GIVING. PART VI, LINE 7, REPORTS FILED WITH STATES WV 0 1 0 0 0 0 0 0 0 DAVID GOLDBERG DIRECTOR, MHS PRESIDENT CEO 0 736828 0 241048 0 18708 0 13800 0 37339 0 1047723 0 0 FRANK ABRAHAM PHYSICIAN 571826 0 0 0 3841 0 13800 0 44188 0 633655 0 0 0 LORN WOLFE PHYSICIAN 470752 0 0 0 1310 0 13800 0 32204 0 518066 0 0 0 MARAM HAKOUM DIRECTOR OF PHYSICIANS 407347 0 0 0 412 0 13800 0 13076 0 434635 0 0 0 MELISSA LOCKWOOD DIRECTOR/PMH CAO 56614 201708 0 48510 0 2337 1476 10933 3288 10930 61378 274418 0 0 TERESA HARRIMAN CHIEF CRNA 307516 0 0 0 1386 0 12440 0 14264 0 335606 0 0 0 JULIA RAMBERG PHYSICIAN 246075 0 25000 0 1703 0 11112 0 44180 0 328070 0 0 0 KEVIN GESSLER VP FINANCE 0 239990 0 50560 0 1330 0 9365 0 12150 0 313395 0 0 JASON MCNAIR DIRECTOR/CHIEF OF STAFF 231559 0 0 0 306 0 9262 0 136 0 241263 0 0 0 PART I, LINE 3: THE CEO'S COMPENSATION IS PAID BY MONONGALIA HEALTH SYSTEAM. MONONGALIA HEALTH SYSTEM USES THE FOLLOWING METHOD TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE; -INDEPENDENT COMPENSATION CONSULTANT; -COMPENSATION SURVEY OR STUDY; -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B: 457(F) INELIGIBLE DEFERRED COMPENSATION PLAN - A 457 F PLAN IS OFFERED TO CERTAIN MANAGEMENT AND/OR HIGHLY COMPENSATED EMPLOYEES TO OFFER THOSE EMPLOYEES A DEFERRED COMPENSATION OPPORTUNITY. THE PLAN IS INTENDED TO BE A "TOP-HAT PLAN", OR UNFUNDED DEFERRED COMPENSATION PLAN MAINTAINED FOR A SELECT GROUP OF EMPLOYEES. PARTICIPANTS MAY BECOME VESTED IN AMOUNTS CREDITED ON JANUARY 1 ELECTED BY THE PARTICIPANT AT THE TIME THE INITIAL DEFERRAL WAS ELECTED. A PARTICIPANT SHALL BECOME FULLY VESTED UPON DEATH, DISABILITY, ATTAINMENT OF AGE 60, OR SEPARATION OF SERVICE, AS DEFINED BY THE PLAN. ANY UNVESTED CONTRIBUTIONS SHALL BE FORFEITED TO THE PLAN OR EMPLOYER. FOR 2024: PER BENEFITS - NO DISTRIBUTIONS / PAYMENTS WERE MADE FROM THE PLAN; DAVID GOLDBERG WAS THE ONLY PARTICIPANT. ALISA MARTIN FAMILY MEMBER OF NICK TAYLOR, TRUSTEE 34108 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 DAVID GOLDBERG AND KEVIN GESSLER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF PRESTON MEMORIAL HOSPITAL CORPORATION IS MONONGALIA HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A PRESTON MEMORIAL HOSPITAL'S BOARD MEMBERS ARE ELECTED OR APPOINTED BY MONONGALIA HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7B PRESTON MEMORIAL HOSPITAL'S BOARD SHALL GIVE NOTICE TO MONONGALIA HEALTH SYSTEM AND RECEIVE ITS APPROVAL BEFORE ACTING ON ANY OF THE FOLLOWING MATTERS: (A) AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE HOSPITAL OR THE BYLAWS; (B) SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE HOSPITAL AND ANY EXPENDITURE IN EXCESS OF $750,000; (C) MERGER OR CONSOLIDATION WITH ANY OTHER CORPORATION; (D) ELECTION TO DISSOLVE THE HOSPITAL ENTITY; (E) APPROVAL OF THE BUDGET OF THE HOSPITAL; (F) APPROVAL IN ADVANCE OF THE HIRING OF THE PRESIDENT OF THE HOSPITAL. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY IS PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW PRIOR TO SUBMISSION. THE MEMBERS ARE ASKED TO INFORM MANAGEMENT OF ANY QUESTIONS OR REVISIONS THEY MAY HAVE. IF CHANGES ARE MADE, BASED ON MEMBER'S REVISIONS, MANAGEMENT REDISTRIBUTES A FINAL VERSION TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS. THE BOARD REVIEWS ALL RESPONSES FOR POSSIBLE CONFLICTS OF INTEREST AND DETERMINES WHAT TYPES OF DECISIONS THAT A MEMBER IS PROHIBITED FROM PARTICIPATING. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, A CONSULTANT COMPILES A MARKET DATA REPORT ON CEO COMPENSATION. THIS REPORT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE OF MON HEALTH SYSTEM TO DETERMINE COMPENSATION FOR THE INDIVIDUAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH PUBLIC DISCLOSURE WITH THE WV HEALTH CARE AUTHORITY. FORM 990, PART XI, LINE 9: CHANGE IN MINIMUM PENSION OBLIGATION -116,768. 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