2018-05-14T08:43:39-05:00 2017-06-30 381357951 PLANTE & MORAN PLLC 250 S High St Suite 100 Columbus OH 43215 990 2016-07-01 310678022 SOUTHERN OHIO MEDICAL CENTER SOUT 7403567622 1248 KINNEYS LANE PORTSMOUTH OH 45662 DEAN WRAY VP FINANCE 7403567622 2018-05-08 1 Bernie Ostrowski P00366367 6148493000 2018-05-07 67.59.56.30 2018-05-08 14:02:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 08B0B92AE9C8B8F05847AD790B86FDF5DAFC21DF 2016 2021-01-29 14:40:06Z SEE SCHEDULE O MR RANDAL ARNETT 1805 27TH STREET PORTSMOUTH OH 45662 359558744 0 X WWW.SOMC.ORG X 1954 OH SOUTHERN OHIO MEDICAL CENTER IS AN ACUTE HEALTH CARE SYSTEM LOCATED IN PORTSMOUTH, OHIO. SOMC'S EXEMPT PURPOSE IS TO SERVE SOUTH CENTRAL OHIO AND NORTHEASTERN KENTUCKY WITH STATE-OF-THE-ART FACILITIES AND HEALTH CARE TECHNOLOGIES. 11 8 3242 474 769186 -229672 131578 110163 329699830 342851865 7410127 4996425 4570382 5496949 341811917 353455402 289112 320470 0 0 152760951 158192197 0 0 0 146438517 149066384 299488580 307579051 42323337 45876351 473860328 483109678 191333149 186390015 282527179 296719663 X At SOMC, our mission is to make a difference. We strive to live out that mission by providing our region with the highest quality of care, delivered by professionals who are among the best in their fields. We extend that care and passion to make a difference in the community by being a very good neighbor, employer, and community supporter. 0 0 226770798 320470 345713913 SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR AND ONE OF MODERN HEALTHCARE'S 100 BEST PLACES TO WORK. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, RELATIONSHIPS AND PERFORMANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S "OPEN DOOR POLICY," WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE OHIO RIVER VALLEY CHAPTER RED CROSS BOARD, SCIOTO COUNTY HEALTH COALITION, THE CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, OHIO PARTNERSHIP FOR EXCELLENCE, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, RIVER SWEEP, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS. ANOTHER PROGRAM, TITLED "LOVE YOUR HEART," REACHES HUNDREDS OF KINDERGARTEN STUDENTS EACH YEAR. DEVELOPED IN 2000 BY THE SOMC INTENSIVE CARE UNIT TO PROMOTE EARLY CHILDHOOD HEALTHY HABITS, "LOVE YOUR HEART" USES CHARACTERS FROM THE WIZARD OF OZ TO TEACH CHILDREN HOW TO TAKE CARE OF THEIR HEARTS THROUGH HEALTHY EATING, EXERCISE AND THREE OTHER HANDS-ON STATIONS. HOSPITAL EMPLOYEES, LOCAL NURSING STUDENTS AND VOLUNTEERS FROM ALL OVER THE COMMUNITY PARTICIPATE IN PROVIDING EDUCATION DURING THIS ANNUAL BELOVED PROGRAM. THROUGH ITS CREATIVE MESSAGE AND INVENTIVE APPROACH, PARTICIPANTS FEEL THEY ARE MAKING A DIFFERENCE AND SERVING AS ROLE MODELS FOR HEALTHY LIVING. THE ICU STAFF WAS AWARDED THE AMERICAN ASSOCIATION OF CRITICAL CARE NURSES SEABURY AND SMITH NATIONAL COMMUNITY SERVICE AWARD FOR THIS EXTRAORDINARY PROGRAM. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION. SOMC EMPLOYEES, PHYSICIANS AND MEDICAL STUDENTS GIVE BACK TO THE COMMUNITY THROUGH INTERNAL DONATION CAMPAIGNS, SUCH AS THE "MAKE A DIFFERENCE" CAMPAIGN. EMPLOYEES CAN ALSO GIVE BACK THROUGH SOMC'S "PAY IT FORWARD" PROGRAM, WHERE SOCIAL WORKERS IDENTIFY PATIENT NEEDS AND EMPLOYEES CAN DIRECTLY DONATE ITEMS TO PROVIDE ASSISTANCE. MANY MEMBERS OF THE COMMUNITY ALSO VOLUNTEER AT SOMC, SERVING AS COMMUNITY AMBASSADORS. VOLUNTEERS OFFER A FRIENDLY SMILE AND COMFORTING WORDS TO PATIENTS AND FAMILY MEMBERS, WHILE ALSO ASSISTING WITHIN MANY AREAS OF THE HOSPITAL. SOMC'S TEAM OF VOLUNTEERS MAKES A DIFFERENCE NOT ONLY IN THE UNPAID HOURS THEY PROVIDE, BUT ALSO IN THEIR EFFORTS TO RAISE FUNDS TO PURCHASE MEDICAL EQUIPMENT, ASSIST WITH PATIENT NEEDS AND PROVIDE VARIOUS COMMUNITY SERVICES TO AID IN MAKING A DIFFERENCE. WITH THE COMMUNITIES AND SOMC WORKING SO CLOSELY TOGETHER, SOMC CAN PROUDLY SAY IT IS ABLE TO OBTAIN ITS GOAL OF "MAKING A DIFFERENCE." 226770798 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 1 192 0 1 3242 1 1 1 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RICHARD GILCHER 7403567622 1248 KINNEYS LANE PORTSMOUTH OH 45662 ROBERT E DEVER CHAIRMAN 1.00 1.10 X X 0 0 0 GARY DUZAN TREASURER 1.00 1.10 X X 0 0 0 GEORGE LAWSON SECRETARY 1.00 1.10 X X 0 0 0 RANDAL ARNETT PRESIDENT & CEO-SOMC 41.00 2.10 X X 1089694 0 75713 LEON H ROSENBURG MD CHIEF OF STAFF (JUL-DEC 2016) 1.00 41.00 X X 0 575507 47142 MOHIB KALO CHIEF OF STAFF (JAN-JUNE 2017) 1.00 1.00 X X 0 0 0 BECKY THEIL DIRECTOR 1.00 1.00 X 0 0 0 DAVID FOWLER DIRECTOR 1.00 1.10 X 0 0 0 ELIE SAAB MD SMD CRITICAL CARE 1.00 41.00 X 0 519278 43611 GEORGE V JOHNSON MD DIRECTOR (JUN-OCT 2016) 1.00 1.00 X 0 0 0 MATTHEW MILLER DIRECTOR (JAN-JUN 2017) 1.00 1.00 X 0 0 0 STEVEN A CONLEY DIRECTOR 1.00 1.00 X 0 0 0 THOMAS REISER DIRECTOR 1.00 1.00 X 0 0 0 DEAN WRAY VP FINANCE-SOMC 41.00 2.10 X 466089 0 165004 KENDALL L STEWART MD VP MEDICAL AFFAIRS-SOMC 41.00 1.00 X 616311 0 64702 CLAUDIA L BURCHETT VP PATIENT SERVICES/CNO-SOMC 41.00 1.00 X 336677 0 145546 VICKI A NOEL VP HR & ORGANIZATIONAL DEV 41.00 1.00 X 294397 0 103119 BENJAMIN L GILL VP SUPPORT SERVICES-SOMC 41.00 1.00 X 260855 0 76428 RORY E PHILLIPS ADM DIR OF PHARMACY 40.00 0.00 X 244078 0 54199 BRENT A RICHARD ADM DIR OF INFORMATION SYSTEMS 40.00 0.00 X 203478 0 39262 VAUGHDEAN MERRIFIELD ADM DIR OF REVENUE CYCLE/TREASURY SERVICES 40.00 0.00 X 179986 0 37121 VALERIE L DECAMP ADM DIR OF NURSING (I/P AND ACCRUED) 40.00 0.00 X 178412 0 27945 CRAIG E GILLILAND ADM DIR FINANCIAL SERVICES 40.00 0.00 X 176611 0 43384 4046588 1094785 923176 78 0 1 0 WAI 1571 SHYVILLE ROAD PIKETON OH 45661 CONSTRUCTION 7266769 REHABCARE GROUP INC 7733 FORSYTH BLVD ST LOUIS MO 63105 CONTRACT SERVICES 6268631 APOGEE MEDICAL MANAGEMENT 15059 N SCOTTSDALE ROAD SCOTTSDALE AR 85254 CONTRACT SERVICES 4958686 J & H REINFORCING 1406 10TH STREET PORTSMOUTH OH 45662 CONSTRUCTION 4319732 MEDICAL DOCTORS ASSOCIATES PO BOX 277185 ATLANTA GA 303847185 CONTRACT SERVICES 1927125 47 72094 38069 110163 PATIENT SERVICES 622110 329959323 329959323 PHARMACY INCOME 446110 10762758 10762758 LIFE CENTER 622110 1560802 1560802 LAB SERVICES 621500 568982 568982 342851865 3824310 3824310 39459 10782 28677 28677 24736 -375 4316 7033255 231420 5562706 529854 1470549 -298434 1172115 1172115 WEST UNION RETAIL PHARMACY 446110 2808918 2369701 439217 CAFETERIA SALES 622110 1895480 1895480 MANAGEMENT SERVICES 561000 205491 205491 558383 467611 124853 -34081 5468272 353455402 345713913 769186 6862140 320470 320470 3741167 3741167 113143800 80292345 32851455 5250254 3955027 1295227 8017138 5643696 2373442 28039838 19366003 8673835 2280335 2258025 22310 420270 420270 205754 205754 5526 5526 16636628 14603886 2032742 2066957 2066957 19773904 14348622 5425282 2908461 795831 2112630 20177218 13682122 6495096 357230 189468 167762 1197545 580391 617154 5670927 5670927 15865631 6076124 9789507 623440 623440 PHARMACY SUPPLIES/DRUGS 26323644 26323644 MEDICAL SUPPLIES 17323957 17323957 Bad Debt Exepense 13273303 13273303 Ohio Franchise Tax 3955654 0 3955654 307579051 226770798 80808253 0 103813 90783 19423311 12978047 34827311 36616405 6453239 6652310 2750262 2856651 368489883 227900408 149418920 140589475 239894039 264044445 6118613 3920714 14870820 15360848 473860328 483109678 32618465 34985576 122968882 120918412 35745802 30486027 191333149 186390015 X 282527179 296719663 282527179 296719663 473860328 483109678 X 45876351 9470363 -41154230 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1119 0 1 4407 5526 0 Part II-B, Line 1: MEMBERSHIP DUES IN THE AMOUNT OF $48,206 AND $74,218 WERE PAID TO THE AMERICAN HOSPITAL ASSOCIATION AND THE OHIO HOSPITAL ASSOCIATION, RESPECTIVELY. OF THESE DUES, $1,735.42 AND $2,671.85 WERE RELATED TO LOBBYING ACTIVITIES. IN ADDITION, THERE WAS A TRIP TO WASHINGTON BY RORY PHILLIPS THAT AMOUNTED TO $1,119, IN WHICH THERE WAS DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. 2272442 43321 309525 9083 23879 2592326 2490817 41136 -133038 103201 23272 2272442 2653751 102469 -26779 210138 28486 2490817 2287471 43988 443193 90941 29960 2653751 2000436 58179 281550 9645 43049 2287471 1.00000 0.00000 0.00000 1 0 6109443 6109443 90791458 38641107 52150351 229024 167870 61154 119795862 80027646 39768216 151564096 109063785 42500311 140589475 COST REPORT SETTLEMENT 5553403 PENSION LIABILITY 6309591 Accrued self-insured liability 3303742 Cerp Deferred Comp Liability 2054300 BOND ISSUANCE COSTS 11757191 OTHER LONG TERM LIABILITIES 1507800 30486027 Part V, Line 4: ENDOWMENT FUNDS ARE REPORTED ON SOMC DEVELOPMENT FOUNDATION'S BALANCE SHEET. THEY ARE TO BE SPENT AT THE SOMC DEVELOPMENT FOUNDATION BOARD'S DISCRETION, AND ARE INTENDED TO BE RETAINED FOR FUTURE NEEDS OF THE ORGANIZATION. THE ENDOWMENT FUNDS ARE HELD AND ADMINISTERED BY THE SCIOTO FOUNDATION. 1 1 X 1 X 125.000000000000 1 X 214.000000000000 1 1 0 1 1 20040 6595951 6595951 0.02060 150798 63644243 56796937 6847306 0.02140 170838 70240194 56796937 13443257 0.04200 17520 190397 42309 148088 0.00050 0 19623 19623 0.00010 75 439 125 314 0.00000 1207 25130437 25130437 0.07860 18802 25340896 42434 25298462 0.07920 189640 95581090 56839371 38741719 0.12120 0 13273303 549370 97533974 98675582 -1141608 X 1 1 1 1 SOUTHERN OHIO MEDICAL CENTER 1805 27TH STREET PORTSMOUTH OH 45662 X X X X X SOUTHERN OHIO MEDICAL CENTER 1 0 0 1 X X X X X X X X X 15 1 0 0 1 X http://www.somc.org/programs/communityhealth/communityhealthneeds.php X X 1 15 1 http://www.somc.org/programs/communityhealth/communityhealthneeds.php 0 1 X 125.000000000000 214.000000000000 1 1 X X X 1 X http://www.somc.org/online/financialassistance.php X http://www.somc.org/online/assets/FinancialAssistanceApp.pdf X http://www.somc.org/online/financialassistance.php X X X X X 1 X 0 X X X X 1 X 0 0 SOUTHERN OHIO MEDICAL CENTER Part V, Section B, Line 5: UPON REVIEW OF DATA, A PRELIMINARY PLAN WAS DEVELOPED BY KEY SOMC STAKEHOLDERS WITH INPUT FROM THE SOMC CANCER COMMITTEE AND SOMC CANCER LEADERSHIP TEAM ON FEBRUARY 2, 2016, COMMUNITY OUTREACH LEADERSHIP TEAM FEBRUARY 17, 2016, EXTERNAL STEERING COMMITTEE (SCIOTO COUNTY HEALTH COALITION) ON MARCH 11, 2016, AND THE PORTSMOUTH PUBLIC LIBRARY MARCH 30, 2016. FURTHER REFINEMENT OF THE PLAN WAS SOLICITED FROM THE SOMC BOARD OF DIRECTORS IN APRIL 2016. THE FINAL PLAN WAS PRESENTED AND APPROVED BY THE SOMC BOARD OF DIRECTORS IN MAY 2016. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY SOMC; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. PARTICIPANTS INCLUDED REPRESENTATIVES OF PUBLIC HEALTH, AS WELL AS SEVERAL INDIVIDUALS WHO WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS, AND THOSE WHO WORK WITH PERSONS WITH CHRONIC DISEASE CONDITIONS. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 66 COMMUNITY STAKEHOLDERS PARTICIPATED IN THE ONLINE KEY INFORMANT SURVEY. FINAL PARTICIPATION INCLUDED REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS:- ADAMS COUNTY BOARD OF DEVELOPMENTAL DISABILITIES- ADAMS COUNTY ECONOMIC AND COMMUNITY DEVELOPMENT- AREA AGENCY ON AGING - CAO HEAD START - CLAY LOCAL SCHOOL DISTRICT - COMMUNITY ACTION COMMITTEE OF PIKE COUNTY- COMPASS COMMUNITY HEALTH - FREESTORE FOODBANK - GLOCKNER ENTERPRISES - GREEN LOCAL SCHOOL DISTRICT - GREENUP COUNTY SENIOR CENTER - KING'S DAUGTERS MEDICAL CENTER OF OHIO - LEWIS COUNTY HEALTH DEPARTMENT - OAK HILL ELEMENTARY - OHIO STATE UNIVERSITY COMMUNITY ENGAGEMENT OF SE OHIO - PORTSMOUTH AREA CHAMBER OF COMMERCE - PORTSMOUTH CITY COUNCIL- PORTSMOUTH CITY HEALTH DEPARTMENT- PORTSMOUTH CITY SCHOOLS - PORTSMOUTH INNER CITY DEVELOPMENT CORPORATION - POTTER'S HOUSE MINISTRIES, INC. - SCIOTO COUNTY BOARD OF DEVELOPMENTAL DISABILITIES - SCIOTO COUNTY CAO HEAD START/EARLY HEAD START - SCIOTO COUNTY CAREER TECHNICAL CENTER - SCIOTO COUNTY EMERGENCY MANAGEMENT AGENCY - SCIOTO COUNTY GENERAL HEALTH DISTRICT - SCIOTO COUNTY HEALTH COALITION - SCIOTO COUNTY PROSECUTOR'S OFFICE - SCIOTO COUNTY SCHOOLS- SCIOTO VOICE NEWSPAPER- SHAWNEE STATE UNIVERSITY- SOUTHEASTERN OHIO LEGAL SERVICES- SOUTHERN OHIO MEDICAL CENTER PROVIDERS- USSA, INC. ADULT DAY CARE CENTER- VETERANS SERVICESMINORITY POPULATIONS REPRESENTED THROUGH THE KEY INFORMANT SURVEY:- AFRICAN AMERICAN, APPALACHIAN, ARABIC, ASIAN, CHILDREN (INCLUDING DRUG-ADDICTED INFANTS), DISABLED, FILIPINO, HISPANIC, LGBT, LOW INCOME, MENTALLY ILL, NATIVE AMERICAN, NON-ENGLISH SPEAKINGMEDICALLY UNDERSERVED POPULATIONS REPRESENTED THROUGH THE KEY INFORMANT SURVEY:- CANCER PATIENTS, CHILDREN, DISABLED, ELDERLY, HIGH SCHOOL STUDENTS, HISPANIC, HOMELESS, LGBT, LOW FUNCTIONING, LOW INCOME, MEDICARE/MEDICAID, MENTALLY ILL, SUBSTANCE ABUSERS, TEEN SMOKERS, UNDERINSURED/UNINSURED, VETERANS, WOMEN, YOUNG ADULTS SOUTHERN OHIO MEDICAL CENTER Part V, Section B, Line 7d: SOMC IS PART OF A COMMUNITY HEALTH COALITION WITH MULTIPLE AREA AGENCIES, COMMUNITY AND CIVIC GROUPS REPRESENTED. AFTER THE 2015 CHNA WAS COMPLETE, RESULTS WERE SHARED WITH THE COALITION AND ACCESS WAS GIVEN TO ALL ITS AFFILIATES ON MARCH 11, 2016 TO HELP WITH THEIR OWN DATA COLLECTION MEASURES. SOUTHERN OHIO MEDICAL CENTER Part V, Section B, Line 11: THE FOLLOWING SIGNIFICANT NEEDS IDENTIFIED IN THE MOST RECENT CHNA ARE BEING ADDRESSED:TOBACCO IS COVERED MULTI-TIERED:-FREE 6-WEEK CESSATION PROGRAM WITH FREE NICOTINE REPLACEMENT THERAPIES FOR ADULTS (10 OFFERINGS OR MORE EACH YEAR)-FREE 4-WEEK CESSATION CLASS FOR TEENS BY REQUEST-SCHOOL PROGRAMMING DELIVERED AT 17 DIFFERENT SCHOOLS THROUGH IN-CLASS OR AFTER SCHOOL MALL PRESENTATIONS-LUNGS FOR LIFE PROGRAM-HIRED LUNG HEALTH NAVIGATOR TO FACILITATE FREE CT SCAN AND EARLY LUNG CANCER DETECTION PROGRAM-GREAT AMERICAN SMOKEOUT EVENTS INCLUDING SOMC RAVEN ROCK ASH DASH 5K WITH OBSTACLES-SOMC ENDORSES A SMOKE FREE WORKPLACE AND HAS TAKEN A STAND TO HIRE NO SMOKERS AS OF NOVEMBER 2012NUTRITION:-FREE LOSE & WIN 9-WEEK WEIGHT MANAGEMENT CLASSES ON LOCATION (10+ OFFERINGS EACH YEAR)-WEEKLY DIABETES SELF-MANAGEMENT EDUCATION BY PHYSICIAN REFERRAL (BILLED TO INSURANCE)-SCHOOL PROGRAMMING DELIVERED AT 17 DIFFERENT SCHOOLS THROUGH IN-CLASS OR AFTER SCHOOL MALL PRESENTATIONS-FREE MEDICAL NUTRITION THERAPY EDUCATION WITH A REGISTERED AND LICENSED DIETICIAN BY PHYSICIAN REFERRAL/ CONSULT-PARTNERSHIP WEIGHT WATCHERS AND SOMC LIFE CENTER FOR LEARN & BURN PROGRAM-BIOMETRIC SCREENINGS WITH IMMEDIATE RN HEALTH COACHING-CARDIAC RISK SCREENINGS-DIABETES RISK/ HEMOGLOBIN A1C SCREENINGS-BODY FAT & BODY MASS INDEX SCREENINGSPHYSICAL ACTIVITY:-MULTIPLE FREE AND AT SMALL COST PROGRAMS AVAILABLE THROUGH THE SOMC LIFE CENTER-GROUP FITNESS AT COUNTY-WIDE LOCATIONS FOR SPECIAL EVENTS AVAILABLE FOR FREE-SCHOOL PROGRAMMING DELIVERED AT 17 DIFFERENT SCHOOLS THROUGH IN-CLASS OR AFTER SCHOOL MALL PRESENTATIONS-PARTNERSHIP WEIGHT WATCHERS AND SOMC LIFE CENTER FOR LEARN & BURN PROGRAMACCESS TO CARE:1.INCREASE AVAILABILITY OF PRIMARY CARE PROVIDERS, SPECIALIST AND SUPPORT SERVICES IN RURAL AREAS -OPEN SOMC PEDIATRIC ASSOCIATES WITH EXTENDED HOURS, ROTATING PEDIATRIC SPECIALISTS AND A PARTNERSHIP WITH NATIONWIDE CHILDREN'S HOSPITAL -CONVERT PRIMARY CARE OFFICES TO PATIENT CENTERED MEDICAL HOMES2.INCREASE SCREENING EFFORTS AT TARGETED GROUPS: CORPORATE OFFICES, RURAL AND LOW INCOME AREAS, CHURCH AND COMMUNITY ORGANIZATIONS -PARTNER WITH SCIOTO COUNTY COALITION TO TAKE MULTIPLE SCREENINGS TO RURAL OUTREACH AREAS. -INCREASE CORPORATE WELLNESS OFFERINGS -UTILIZE PARISH NURSING PROGRAM3.COLLABORATE WITH KEY AREA COMMUNITY PARTNERS AS OPPORTUNITIES BECOME AVAILABLE -EMERGENCY CARE PARTNERSHIP WITH OHIO HEALTH NETWORK & TELEHEALTH STROKE DETECTION -CANCER SERVICES PARTNERSHIP WITH OHIO HEALTH TO PROVIDE TELEMEDICINE GENETIC RISK ASSESSMENT4.CONTINUE CANCER PREVENTION AND EARLY DETECTION PROGRAMMING -MONTHLY BREAST CANCER SCREENINGS AND KOMEN-FUNDED BREAST HEALTH EFFORTS -SELF-BREAST EXAMINATION EDUCATION -LUNGS FOR LIFE -COLORECTAL CANCER AWARENESS ACTIVITIESTHESE TOPICS WERE DECIDED TO BE ADEQUATELY ADDRESSED BY OTHER SOURCES IN THE COMMUNITY AND NOT CHOSEN TO BE A SPECIFIC PART OF SOMC'S 2012 CHNA IMPLEMENTATION PLAN:-KIDNEY DISEASE-PART OF DIABETES SELF-MANAGEMENT EDUCATION AND MEDICAL NUTRITION THERAPY, 2 DIALYSIS CLINICS IN PORTSMOUTH-AREA-DISABILITY & CHRONIC PAIN-INCLUDED IN THE ACCESS TO CARE PIECE OF THE IMPLEMENTATION PLAN OF 2012, SOMC HIRED TWO PHYSICAL MEDICINE AND REHABILITATION SPECIALISTS, AS WELL AS GREW THE OUTPATIENT REHABILITATION AREAS.-INJURY AND VIOLENCE-SCIOTO COUNTY HEALTH COALITION INCLUDES PORTSMOUTH POLICE FORCE AND SCIOTO COUNTY SHERRIFF OFFICE REPRESENTATIVES-MATERNAL, INFANT, & CHILD HEALTH- INCLUDED IN 2012 ACCESS TO CARE. SOMC HAS HIRED 3 OB/GYNS AND HAS IMPLEMENTED MULTIPLE MATERNAL/ INFANT AWARENESS CAMPAIGNS, INCLUDING SAFE SLEEP, BREASTFEEDING, ETC.-MENTAL HEALTH/ MENTAL DISORDERS -SCIOTO COUNTY AND SECONDARY SERVICE AREA HAVE SHAWNEE FAMILY AND MENTAL HEALTH CENTER AS WELL AS COMPASS COMMUNITY HEALTH TREATMENT CENTERS AVAILABLE. SOMC ADDED UNDER ACCESS TO CARE 2 NURSE PRACTITIONERS IN MENTAL HEALTH-ORAL HEALTH-MULTIPLE DENTIST AND CAO DENTAL CLINIC AVAILABLE TO TOTAL SERVICE AREA-SUBSTANCE ABUSE-INCLUDED IN 2015 ACCESS TO CARE. COMPASS COMMUNITY HEALTH, SHAWNEE FAMILY AND MENTAL HEALTH CENTERS OFFER DRUG COUNSELING AND TREATMENT. SOMC ALSO OPENED THE BREAKTHROUGH-VISION AND HEARING-3 TRAINED RN AVAILABLE TO HELP IN SCHOOLS WITH PRESCHOOL & KINDERGARTEN SCREENINGS. LIMITED RESOURCES. 31 1 - SOMC CANCER CENTER 1121 KINNEYS LANE PORTSMOUTH OH 45662 CANCER TREATMENT & CARE 2 - WOUND HEALING & SLEEP LAB 1745 27TH STREET PORTSMOUTH OH 45662 SLEEP LAB 3 - SOMC WHEELERSBURG URGENT CARE 8770 OHIO RIVER ROAD WHEELERSBURG OH 45694 URGENT CARE 4 - SOMC WAVERLY URGENT CARE 835 WEST EMMITT AVENUE WAVERLY OH 45690 URGENT CARE 5 - HOSPICE IN-PATIENT 2201 25TH STREET PORTSMOUTH OH 45662 HOSPICE IN-PATIENT 6 - SOMC PORTSMOUTH URGENT CARE & FAMILY 1248 KINNEYS LANE PORTSMOUTH OH 45662 URGENT CARE 7 - LUCASVILLE LIFE CENTER 10617 US ROUTE 23 LUCASVILLE OH 45648 FITNESS CENTER 8 - PORTSMOUTH LIFE CENTER 1202 18TH STREET PORTSMOUTH OH 45662 FITNESS CENTER 9 - WHEELERSBURG LIFE CENTER 8430 HAYPORT ROAD WHEELERSBURG OH 45694 FITNESS CENTER 10 - SOMC MCF CARDIOLOGY 1711 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 11 - SOMC MCF COUNSELING AND PSYCHIATRIC SER 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 12 - SOMC MCF ENT 1711 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 13 - SOMC MCF GASTROENTEROLOGY 1711 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 14 - SOMC MCF INFECTIOUS DISEASE 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 15 - SOMC MCF LUCASVILLE FAMILY PRACTICE 10 THOMAS HOLLOW ROAD LUCASVILLE OH 45648 PROVIDER BASED OUTPATIENT CLINIC 16 - SOMC MCF MINFORD FAMILY PRACTICE 8792 STATE ROUTE 335 MINFORD OH 45653 PROVIDER BASED OUTPATIENT CLINIC 17 - SOMC MCF OBSTETRICS 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 18 - SOMC MCF ORTHOPEDICS 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 19 - SOMC MCF NEUROLOGY 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 20 - SOMC MCF PEDIATRICS 1611 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 21 - SOMC MCF PMRA 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 22 - SOMC MCF PORTSMOUTH FAMILY PRACTICE 1711 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 23 - SOMC MCF PULMONOLOGY 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 24 - SOMC MCF SCIOTOVILLE 5611 GALLIA ST SCIOTOVILLE OH 45662 PROVIDER BASED OUTPATIENT CLINIC 25 - SOMC MCF MCF SURGICAL ASSOCIATES 1711 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 26 - SOMC MCF UROLOGY 1735 27th STREET PORTSMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC 27 - SOMC MCF WEST UNION FAMILY PRACTICE 126 NORTH CROSS ST WEST UNION OH 45693 PROVIDER BASED OUTPATIENT CLINIC 28 - SOMC MCF WHEELERSBURG FAMILY PRACTICE 613 CENTER STREET WHEELERSBURG OH 45694 PROVIDER BASED OUTPATIENT CLINIC 29 - SOMC W PORTSMOUTH FAMILY HEALTH CENTEr 15888-A US 52 WEST PORTSMOUTH OH 45663 PROVIDER BASED OUTPATIENT CLINIC 30 - SOMC SOUTH WEBSTER FAMILY PRACTICE 110 NORTH JACKSON STREET SOUTH WEBSTER OH 45682 PROVIDER BASED OUTPATIENT CLINIC 31 - SOMC HOME HEATLH SERVICES 724 8TH STREET PORTMOUTH OH 45662 PROVIDER BASED OUTPATIENT CLINIC Part I, Line 7: COSTS FOR LINES 7A AND 7B WERE CALCULATED USING THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, AND THE COSTS ON LINES 7E AND 7F WERE BASED ON ACTUAL COSTS. THE CASH AND IN-KIND CONTRIBUTIONS ON LINE 7I IS MADE UP OF THE EXPENSES FROM THE FOLLOWING ACTIVITIES:- BLOOD DRIVES HELD FOR THE RED CROSS- ALLOWING COMMUNITY ORGANIZATIONS TO USE THE FRIENDS COMMUNITY CENTER AT NO CHARGE- EMPLOYEES DONATE THROUGH INTERNAL DONATION CAMPAIGNS SUCH AS THE SOMC MAKE A DIFFERENCE PROGRAM AND THE SCIOTO COUNTY UNITED WAY- SOME PHARMACY ITEMS ARE GIVEN OUT AT SMOKING CESSATION PROGRAMS- THE ORGANIZATION AS A WHOLE SUPPORTS COMMUNITY EVENTS AND ORGANIZATIONS THROUGH DONATIONS THAT PROVIDE SERVICES TO THE LOCAL AREA Part I, Ln 7 Col(f): THE TOTAL PERCENTAGE CALCULATED ON LINE 7 IS BASED ON TOTAL EXPENSES FROM FORM 990, PART IX, LESS BAD DEBT EXPENSE FROM PART IX OF $13,273,303. Part III, Line 2: TOTAL BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS EXCLUDES AMOUNTS KNOWN TO QUALIFY FOR CHARITY DISCOUNTS. ANY PARTIAL PAYMENTS THAT ARE SUBSEQUENTLY RECEIVED ARE APPLIED AS AN OFFSET TO BAD DEBT EXPENSE. NONE OF THE BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS IS TREATED AS A COMMUNITY BENEFIT. Part III, Line 3: THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY REPRESENTS ACCOUNTS THAT WERE DEEMED TO BE BAD DEBT WHICH SUBSEQUENTLY APPLIED FOR FINANCIAL ASSISTANCE. THE ACCOUNTS BELIEVED TO QUALIFY FOR CHARITY CARE HOWEVER WERE NOT MOVED FROM BAD DEBTS. Part III, Line 4: AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS ESTABLISHED ON AN AGGREGATE BASIS BY USING HISTORICAL WRITE-OFF FACTORS APPLIED TO UNPAID ACCOUNTS BASED ON AGING. LOSS RATE FACTORS ARE BASED ON HISTORICAL LOSS EXPERIENCE AND ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE ORGANIZATION'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. UNCOLLECTIBLE AMOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE. Part III, Line 8: MEDICARE COSTS WERE TAKEN FROM THE MEDICARE COST REPORT, WHICH USES A COST TO CHARGE RATIO ALLOWED UNDER MEDICARE COST REPORT METHODOLOGY. NONE OF THE SHORTFALL IS TREATED AS COMMUNITY BENEFIT. Part III, Line 9b: EFFECTIVE SEPTEMBER 2014, ALL SELF-PAY ACCOUNTS AND SELF-PAY AFTER INSURANCE ARE PROCESSED FOR PRESUMPTIVE CHARITY USING ISOLUTIONS. IF THE SELF-PAY PATIENT QUALIFIES, A DISCOUNT IS APPLIED RIGHT AWAY, AND IF THERE IS STILL A BALANCE DUE ON THE ACCOUNT, WE BILL THE CLAIMS FOR PAYMENTS OVER A FOUR STATEMENT AND CALL CYCLE. IF THE BALANCE REMAINS UNPAID IT IS FORWARDED FOR COLLECTIONS WITH AN OUTSIDE AGENCY. Part VI, Line 2: THE NEEDS OF THE COMMUNITY ARE ASSESSED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. SEE SCHEDULE H PART V FOR FURTHER DETAILS OF THE REPORT. Part VI, Line 3: EACH BILLING STATEMENT MAILED TO PATIENTS OFFERS THE FINANCIAL ASSISTANCE APPLICATION (FOR HCAP AND CHARITY FUNDING) FOR THE PATIENT TO COMPLETE AND RETURN TO THE BUSINESS OFFICE.SOMC CONTRACTS WITH NAKAO-BARTOE AND ASSOCIATES FOR THE PROCESSING OF HCAP AND/OR CHARITY APPLICATIONS RECEIVED IN PATIENT ACCOUNTING. THE APPLICATIONS ARE SENT TO THEM TWICE WEEKLY VIA THE US MAIL. UPON RECEIPT, THEY NOTATE THE ACCOUNTS, PROCESS THE APPLICATIONS AND SCAN THE APPLICATION AND DETERMINATION INTO INSIGHT. THEY THEN SEND US A LISTING OF THE ACCOUNTS INCLUDED, ALONG WITH THE APPROPRIATE ADJUSTMENT CODE AND THE DOLLAR AMOUNT TO BE ADJUSTED. IF THE APPLICATION IS INCOMPLETE (NO SIGNATURE) OR NO INCOME VERIFICATION WAS PROVIDED, THEY WILL SEND THE APPLICATION BACK TO THE PATIENT, ASKING THEY RETURN THE APPLICATION WITH THE NEEDED INFORMATION. IF NOTHING IS RETURNED, NOTHING IS DONE WITH THE PATIENT'S ACCOUNTS. Part VI, Line 4: SOMC IS LOCATED IN PORTSMOUTH, OHIO, A RURAL COMMUNITY WITH A POPULATION OF 20,226 SITUATED ALONG THE WINDING OHIO AND SCIOTO RIVERS. PORTSMOUTH IS SEATED AT THE SOUTHERN TIP OF THE STATE, ACROSS THE RIVER FROM KENTUCKY, AND NEARLY TWO HOURS AWAY FROM THE NEAREST MAJOR CITIES OF COLUMBUS AND CINCINNATI IN OHIO, CHARLESTON IN WEST VIRGINIA AND LEXINGTON IN KENTUCKY. PORTSMOUTH IS A PART OF SCIOTO COUNTY AND IS HOME TO 9,120 HOUSEHOLDS AND 5,216 FAMILIES. THE CITY IS DIVERSE IN TERMS OF RACE, AGE AND EDUCATION, WITH THE MEDIAN INCOME FOR A HOUSEHOLD FALLING BELOW $23,850. SOMC'S PRIMARY MARKET IS SCIOTO COUNTY AND MORE THAN HALF OF THE PATIENTS SERVED RESIDE IN SCIOTO COUNTY. SOMC RECEIVES PATIENTS FROM SIX SURROUNDING COUNTIES INCLUDING PIKE, JACKSON, ADAMS, LAWRENCE, GREENUP AND LEWIS. THESE COUNTIES MAKE UP THE SECONDARY SERVICE AREA. SOUTHERN OHIO MEDICAL CENTER (SOMC) IS A NON-PROFIT HOSPITAL LOCATED IN PORTSMOUTH, OHIO. SOMC HAS 433 LICENSED BEDS, 210 STAFFED BEDS, AND 20 OPERATING ROOMS. SOMC IS COMPRISED OF THREE CAMPUSES IN PORTSMOUTH, AS WELL AS MULTIPLE SATELLITE FACILITIES THROUGHOUT THE CITIES OF LUCASVILLE, MINFORD, PORTSMOUTH, SCIOTOVILLE, WAVERLY AND WHEELERSBURG IN OHIO, AND VANCEBURG IN KENTUCKY. Part VI, Line 5: SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR AND ONE OF MODERN HEALTHCARE'S 100 BEST PLACES TO WORK. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, RELATIONSHIPS AND PERFORMANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S "OPEN DOOR POLICY," WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS. SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE OHIO RIVER VALLEY CHAPTER RED CROSS BOARD, SCIOTO COUNTY HEALTH COALITION, THE CHAMBER OF COMMERCE, ROTARY CLUB, UNITED WAY, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, MAIN STREET PORTSMOUTH, THE PORTSMOUTH AREA ARTS COUNCIL, MORE LITERACY PROGRAMS AS WELL AS AREA SCHOOL BOARDS, COMMITTEES, AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, RIVER SWEEP, HABITAT FOR HUMANITY, AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD, AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS.ANOTHER PROGRAM, TITLED "LOVE YOUR HEART" REACHES HUNDREDS OF KINDERGARTEN STUDENTS EACH YEAR. DEVELOPED IN 2000 BY THE SOMC INTENSIVE CARE UNIT TO PROMOTE EARLY CHILDHOOD HEALTHY HABITS, "LOVE YOUR HEART" USES CHARACTERS FROM THE WIZARD OF OZ TO TEACH CHILDREN HOW TO TAKE CARE OF THEIR HEARTS THROUGH HEALTHY EATING, EXERCISE AND THREE OTHER HANDS-ON STATIONS. HOSPITAL EMPLOYEES, LOCAL NURSING STUDENTS, AND VOLUNTEERS FROM ALL OVER THE COMMUNITY PARTICIPATE IN PROVIDING EDUCATION DURING THIS ANNUAL BELOVED PROGRAM. THROUGH ITS CREATIVE MESSAGE AND INVENTIVE APPROACH, PARTICIPANTS FEEL THEY ARE MAKING A DIFFERENCE AND SERVING AS ROLE MODELS FOR HEALTHY LIVING. THE ICU STAFF WAS AWARDED THE AMERICAN ASSOCIATION OF CRITICAL CARE NURSES SEABURY AND SMITH NATIONAL COMMUNITY SERVICE AWARD FOR THIS EXTRAORDINARY PROGRAM. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH, AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS, AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION. SOMC EMPLOYEES, PHYSICIANS, AND MEDICAL STUDENTS GIVE BACK TO THE COMMUNITY THROUGH INTERNAL DONATION CAMPAIGNS SUCH AS THE SOMC MAKE A DIFFERENCE PROGRAM AND THE SCIOTO COUNTY UNITED WAY. MANY MEMBERS OF THE COMMUNITY ALSO VOLUNTEER AT SOMC, SERVING AS COMMUNITY AMBASSADORS. VOLUNTEERS OFFER A FRIENDLY SMILE AND COMFORTING WORDS TO PATIENTS AND FAMILY MEMBERS, WHILE ALSO ASSISTING WITHIN MANY AREAS OF THE HOSPITAL. SOMC'S TEAM OF VOLUNTEERS MAKES A DIFFERENCE NOT ONLY IN THE UNPAID HOURS THEY PROVIDE, BUT ALSO IN THEIR EFFORTS RAISE FUNDS TO PURCHASE MEDICAL EQUIPMENT, ASSIST WITH PATIENT NEEDS AND PROVIDE VARIOUS COMMUNITY SERVICES TO AID IN MAKING A DIFFERENCE. WITH THE COMMUNITIES AND SOMC WORKING SO CLOSELY TOGETHER, SOMC CAN PROUDLY SAY IT IS ABLE TO OBTAIN ITS GOAL OF "MAKING A DIFFERENCE." Part VI, Line 6: SOUTHERN OHIO MEDICAL CENTER IS A SINGLE ACUTE CARE PROVIDER OF HEALTH SERVICES AT TWO FACILITIES IN THE PORTSMOUTH, OHIO AREA. SOMC IS THE PARENT ORGANIZATION OF SOMC DEVELOPMENT FOUNDATION, SOMC MEDICAL CARE FOUNDATION, INC., AND SOMC TITLE HOLDING COMPANY.SOMC DEVELOPMENT FOUNDATION RENDERS SERVICES TO SOUTHERN OHIO MEDICAL CENTER OF PORTSMOUTH, OHIO AND ITS PATIENTS AND ASSISTS THE HOSPITAL IN PROMOTING HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOUTHERN OHIO MEDICAL CENTER. IN ADDITION, SOMC DEVELOPMENT FOUNDATION CREATES, RECEIVES AND MAINTAINS A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE USE AND BENEFIT OF SOUTHERN OHIO MEDICAL CENTER.SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL, SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING.SOMC TITLE HOLDING COMPANY OWNS AND MANAGES REAL ESTATE ON BEHALF OF SOUTHERN OHIO MEDICAL CENTER. 1 AMERICAN RED CROSS 1801 ROBINSON AVE PORTSMOUTH OH 45662 530196605 501(C)(3) 31250 5626 FMV FOOD AND PRINTING YEARLY PLEDGE AND SPONSORSHIP DINNER, DANCING WITH STARS, PRINTING SOUTHERN OHIO PERFORMING ARTS ASSOC PO BOX 1122 PORTSMOUTH OH 45662 311346687 501(C)(3) 15000 SPONSORSHIP SOUTHERN OHIO SENIOR GAMES 919 7TH STREET PORTSMOUTH OH 45662 300886782 501(C)(3) 7500 SPONSORSHIP NOTRE DAME SCHOOLS 2220 SUNRISE AVE PORTSMOUTH OH 45662 314395524 501(c)(3) 7000 DEVELOPMENT FUND, GOLF TEAM SPONSOR, BID YOUR HEART OUT DONATION. PORTSMOUTH AREA ARTS COUNCIL PO BOX 1258 PORTSMOUTH OH 45662 237073017 501(c)(3) 5000 1103 FMV PRINTING SPONSORSHIP POT OF GOLD PROGRAM SCIOTO COUNTY HEALTH COLITION 919 7TH STREET PORTSMOUTH OH 45662 471747822 501(C)(3) 5000 SPONSORSHIP TIME OUT FOR ME 342 2ND STREET PORTSMOUTH OH 45662 611558338 501(c)(3) 7200 SPONSORSHIP SCIOTO COUNTY MEDICAL SOCIETY 1248 KINNEYS LANE PORTSMOUTH OH 45662 316050653 501(C)(3) 5000 119 FMV PRINTING SPONSORSHIP PORTSMOUTH RIVER DAYS INC PO BOX 132 PORTSMOUTH OH 45662 311068766 501(c)(4) 20000 SPONSORSHIP OF RIVER DAYS COMMUNITY FESTIVAL. CIRQUE D'ART THEATRE CLEVELAND AVE PORTSMOUTH OH 45662 310914613 501(c)(3) 5500 SPONSOR PRODUCTION AND PRINTING SOUTHERN OHIO MUSEUM 825 GALLIA STREET PORTSMOUTH OH 45662 310914613 501(c)(3) 5850 SPONSOR EXHIBITION AMERICAN CANCER SOCIETY 5555FREANTZ ROAD DUBLIN OH 43017 131788491 501(C)(3) 7500 SPONSORSHIP ROCK & ROLL HOUSE PARTY 1712 11TH STREET PORTSMOUTH OH 45662 611297486 5000 SPONSORSHIP SOUTHERN OHIO PORT AUTHORYY 342 SECOND STREET PORTSMOUTH OH 45662 900398931 25000 SPONSORSHIP SHAWNEE STATE UNIVERSITY 940 2nd STREET PORTSMOUTH OH 45662 311115810 501(C)(3) 5000 SPONSORSHIP PORTSMOUTH STEM ACADEMY 609 2ND STREET PORTSMOUTH OH 45662 465057163 501(C)(3) 5000 SCHOLARSHIP SOMC DEVELOPMENT FOUNDATION 1248 KINNEYS LANE PORTSMOUTH OH 45662 310677520 501(C)(3) 11545 SPONSORSHIP CIVIC FORUM 1804 COLES BLVD PORTSMOUTH OH 45662 352339573 501(C)(3) 5000 SPONSORSHIP SOUTTH CENTRAL EDUCATION 522 GLEENWOOD AVE NEW BOSTON OH 45662 311076636 501(C)(3) 5200 SPONSORSHIP 16 3 Part I, Line 2: SOUTHERN OHIO MEDICAL CENTER MAY MAKE CONTRIBUTIONS IN SUPPORT OF ORGANIZATIONS IN THE COMMUNITY. THE FOLLOWING PROCEDURES ARE IN PLACE TO MONITOR THESE FUNDS: ORGANIZATIONS ARE REQUIRED TO FILL OUT A REQUEST FOR DONATION AND ATTACH ADDITIONAL DOCUMENTATION EXPLAINING WHAT THE FUNDS WILL BE USED FOR. DEPENDING ON THE REQUEST, SOMC WILL FOLLOW UP DIRECTLY WITH GRANTEE TO VERIFY THE FUNDS WERE USED FOR ITS INTENDED PURPOSE. X 0 0 X X X X X 1 1 0 0 0 0 0 1 0 RANDAL ARNETT PRESIDENT & CEO-SOMC 619973 0 172641 0 297080 0 53400 0 22313 0 1165407 0 268535 0 LEON H ROSENBURG MD CHIEF OF STAFF (JUL-DEC 2016) 0 544177 0 0 0 31330 0 23925 0 23217 0 622649 0 13101 ELIE SAAB MD SMD CRITICAL CARE 0 500570 0 0 0 18708 0 11925 0 31686 0 562889 0 450 DEAN WRAY VP FINANCE-SOMC 363841 0 81410 0 20838 0 140141 0 24863 0 631093 0 0 0 KENDALL L STEWART MD VP MEDICAL AFFAIRS-SOMC 404104 0 86232 0 125975 0 40107 0 24595 0 681013 0 102793 0 CLAUDIA L BURCHETT VP PATIENT SERVICES/CNO-SOMC 279289 0 55011 0 2377 0 115023 0 30523 0 482223 0 0 0 VICKI A NOEL VP HR & ORGANIZATIONAL DEV 241800 0 51919 0 678 0 71464 0 31655 0 397516 0 0 0 BENJAMIN L GILL VP SUPPORT SERVICES-SOMC 215205 0 44967 0 683 0 56065 0 20363 0 337283 0 0 0 RORY E PHILLIPS ADM DIR OF PHARMACY 213038 0 30782 0 258 0 22564 0 31635 0 298277 0 0 0 BRENT A RICHARD ADM DIR OF INFORMATION SYSTEMS 182765 0 20317 0 396 0 18559 0 20703 0 242740 0 0 0 VAUGHDEAN MERRIFIELD ADM DIR OF REVENUE CYCLE/TREASURY SE 159868 0 19422 0 696 0 16418 0 20703 0 217107 0 0 0 VALERIE L DECAMP ADM DIR OF NURSING (I/P AND ACCRUED) 155812 0 22342 0 258 0 15548 0 12397 0 206357 0 0 0 CRAIG E GILLILAND ADM DIR FINANCIAL SERVICES 154155 0 22066 0 390 0 12748 0 30636 0 219995 0 0 0 Part I, Line 1a THE ORGANIZATION PAYS FOR A COUNTRY CLUB MEMBERSHIP ON BEHALF OF CEO RANDAL ARNETT AS A MEANS FOR HIM TO NETWORK WITH PHYSICIANS. ALL OF THE COUNTRY CLUB MEMBERSHIP DUES WERE TREATED AS TAXABLE COMPENSATION TO HIM. Part I, Line 1b SOUTHERN OHIO MEDICAL CENTER DOES NOT FOLLOW A WRITTEN POLICY FOR REIMBURSEMENT OR A PROVISION OF THE BENEFIT. THE ORGANIZATION PAYS THE COUNTRY CLUB MEMBERSHIP DIRECTLY ON BEHALF OF THE CEO, SO NO REIMBURSEMENT POLICY IS IN PLACE. THE SOMC EXECUTIVE COMPENSATION COMMITTEE DETERMINES THE CEO'S EMPLOYMENT CONTRACT, WHICH SETS FORTH THE DECISION FOR THE ORGANIZATION TO FOLLOW TO PROVIDE THE PAYMENT OF THE COUNTRY CLUB DUES AS A BENEFIT TO THE CEO. Part I, Lines 4a-b THE ORGANIZATION MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: RANDAL ARNETT: $32,200 DEAN WRAY: $121,591 KENDALL STEWART: $21,557 CLAUDIA BURCHETT: $91,163 VICKI NOEL: $52,914 BENJAMIN GILL: $42,858 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: - THE DATE OF THE EXECUTIVE'S DEATH - THE DATE THE EXECUTIVE BECOMES TOTALLY DISABLED - THE DATE A CHANGE OF CONTROL OCCURS - THE EXECUTIVE REACHING THE AGE OF 60 YEARS IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE EXECUTIVE MUST HAVE FIVE YEARS OF SERP SERVICE BEFORE ENDING THE EMPLOYMENT IN ORDER TO VEST. THE SERP CONTRIBUTIONS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C. THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED A VESTED SERP PAYMENT DURING THE CALENDAR YEAR: RANDAL ARNETT: $268,535 KENDALL STEWART: $102,793 THE PAY OUT IS INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOUTHERN OHIO MEDICAL CENTER, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN). THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. THE PHYSICIAN WILL VEST IN THE PLAN IF ANY OF THE FOLLOWING THREE CONDITIONS ARE MET: - PARTICIPATE IN THE CERP PROGRAM FOR 10 YEARS, IF ENTERED THE PLAN AFTER 2007 - REACH THE AGE OF 60 YEARS AFTER COMPLETING 20 YEARS OF SERVICE - REACH THE AGE OF 65 YEARS THE ORGANIZATION MADE CONTRIBUTIONS TO A CERP FOR LEON ROSENBERG, LISTED ON FORM 990, PART VII, IN THE AMOUNT OF $12,000. THE AMOUNT LISTED ABOVE IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN C. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII RECEIVED A VESTED CERP PAYMENT DURING THE 2016 CALENDAR YEAR. ELIE SAAB: $450 LEON ROSENBERG: $13,101 THE VESTED PAYMENT AMOUNTS LISTED ABOVE ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). A COUNTY OF SCIOTO OHIO 316400086 808878HB1 2016-05-10 136738259 SEE PART VI 0 0 0 A 3295000 137716793 136419382 1297411 2009 0 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 1 0 0 0 0 1 A 1 PART 1, LINE A, COLUMN (F): ADVANCE REFUND A PORTION OF THE OUTSTANDING COUNTY OF SCIOTO, OHIO $154,655,000 OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) ("THE SERIES 2008 BONDS") AND (2) PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2016 BONDS. PART II, LINE 3, COLUMN A: TOTAL PROCEEDS OF THE ISSUE RESULT FROM: (1) SERIES 2016 BONDS ISSUE PRICE OF $136,738,258.75 AND (2) $978,534.97 OF INVESTMENT EARNINGS, AS OF JUNE 30, 2017, ON PROCEEDS OF THE SERIES 2016 BONDS DEPOSITED INTO THE COUNTY OF SCIOTO, OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) ESCROW FUND (THE"ESCROW FUND") PURSUANT TO THE ESCROW DEPOSIT AGREEMENT, MADE AS OF MAY 1, 2016 BY AND AMONG THE COUNTY OF SCIOTO, OHIO, SOUTHERN OHIO MEDICAL CENTER AND U.S. BANK NATIONAL ASSOCIATION, AS ESCROW DEPOSIT TRUSTEE. PURSUANT TO THE ESCROW VERIFICATION REPORT, DATED MAY 10, 2016, BY CAUSEY DEMGEN & MOORE P.C. (THE"ESCROW VERIFICATION REPORT"), TOTAL INVESTMENT EARNINGS ON THE ESCROW FUND THROUGH FEBRUARY 15, 2018, THE DATE ON WHICH THE ESCROW FUND WILL BE USED TO REDEEM THE SERIES 2008 BONDS, WILL BE $2,046,126.70. PART II, LINE 6, COLUMN A: $135,440,847.27 OF THE PROCEEDS OF THE SERIES 2016 BONDS WERE USED TO ADVANCE REFUND A PORTION OF THE SERIES 2008 BONDS. PART II, LINE 7, COLUMN A: THE ISSUANCE COST IS COMPROMISED OF UNDERWRITER'S DISCOUNT OF $651,601.88 AND OTHER COSTS OF ISSUANCE OF $645,809.60. THE SERIES 2016 BOND PROCEEDS USED TO PAY THESE AMOUNTS WERE DEPOSITED INTO THE 2016 EXPENSE FUND. PART III, 3A, COLUMN A: CURRENTLY, ALL MANAGEMENT OF SERVICE CONTRACTS COMPLY WITH THE VARIOUS SAFE HARBORS SET FORTH BY THE INTERNAL REVENUE SERVICE. PART IV, 2C, COLUMN A: THE PROCEEDS OF THE SERIES 2016 BONDS USED TO PAY ISSUANCE COSTS WERE EXPENDED WITHIN SIX MONTHS FROM THE ISSUE DATE OF THE SERIES 2016 BONDS. THE ESCROW VERIFICATION REPORT INDICATED THAT THE YIELD ON THE ESCROW FUND DID NOT EXCEED THE YIELD ON THE SERIES 2016 BONDS. GIVEN THE FOREGOING, NO REBATE WILL BE DUE ON THE SERIES 2016 BONDS. BANNON HOWLAND & DEVER BOARD CHAIR ROBERT DEVER IS SENIOR PARTNER OF BANNON, HOWLAND, & DEVER 406170 $20,000 PER MONTH RETAINER AS GENERAL COUNSEL TO SOUTHERN OHIO MEDICAL CENTER AND ITS RELATED ENTITIES. ADDITIONAL AMOUNT IS RELATED TO ADDITIONAL LEGAL SERVICES PROVIDED TO SOUTHERN OHIO MEDICAL CENTER THROUGHOUT THE YEAR. 0 FORM 990, PAGE 1, LINE C: DOING BUSINESS AS: SOMC CANCER CENTER, SOMC HOME HEALTH SERVICES, SOMC L.I.F.E. CENTER, SOMC URGENT CARE CENTER, SOMC HOSPICE CENTER, SOMC WOUND HEALING CENTER. Form 990, Part VI, Section B, line 11b FORM 990 INFORMATION IS COMPILED IN THE ACCOUNTING DEPARTMENT THEN SENT TO THE INDEPENDENT TAX ACCOUNTANTS TO ANALYZE THE INFORMATION AND COMPLETE THE TAX RETURN. THE FINAL FORM IS THEN REVIEWED BY FINANCIAL STAFF, TIED OUT TO THE TRIAL BALANCE, AND E-MAILED TO THE BOARD. IN ADDITION, THE CFO PRESENTS FORM 990 TO THE BOARD EXECUTIVE COMPENSATION COMMITTEE BEFORE FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY IN JANUARY FOR OFFICERS AND FOR NEW AND RETURNING BOARD MEMBERS. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE. ANY CONFLICTS ARE DOCUMENTED IN THE MINUTES AND ADDRESSED. CONFLICTS OF INTEREST ARE RAISED BY OFFICERS OR BOARD MEMBERS ONCE THEY ARE KNOWN BY THE INDIVIDUAL. BOARD MEMBERS ABSTAIN FROM VOTING IF A CONFLICT IS IDENTIFIED THAT THE BOARD MEMBER IS INVOLVED WITH DURING THE FISCAL YEAR. Form 990, Part VI, Section B, line 15 ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT, INTEGRATED HEALTHCARE STRATEGIES (IHS), PROVIDES THE BOARD COMPENSATION COMMITTEE WITH COMPARABLE DATA AND OTHER FACTS WHICH ARE USED BY THE COMMITTEE TO DETERMINE EXECUTIVE PAY PHILOSOPHY. THE INDEPENDENT CONSULTANT USED COMPENSATION SURVEYS OF THE SURROUNDING AREA TO DETERMINE EXECUTIVE COMPENSATION RECOMMENDATIONS. THE DECISIONS FOR CEO AND OFFICER COMPENSATION ARE DOCUMENTED IN THE BOARD COMPENSATION COMMITTEE MINUTES, AS WELL AS THE BOARD MEETING MINUTES. THIS COMMITTEE DETERMINES THE CEO'S PAY AND SETS PAY RANGES FOR THE OTHER EXECUTIVES. THE PROCESS WAS LAST UNDERTAKEN DURING 2017. Form 990, Part VI, Section C, line 19 SOUTHERN OHIO MEDICAL CENTER PROVIDES ITS FINANCIAL STATEMENTS TO THE PUBLIC THROUGH THE FILING OF ITS FORM 990 AS WELL AS ITS BOND DISCLOSURE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON SOUTHERN OHIO MEDICAL CENTER'S WEBSITE. Form 990, Part XI, line 9: CHANGE IN ACTUARIAL VALUE OF PENSION 148,118. Change in ACTUARIAL Cost 2,765,500. TRANSFER TO SOMC TITLE HOLDING COMPANY -18,684,537. TRANSFER TO SOMC MEDICAL CARE FOUNDATION -25,383,311. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOMC DEVELOPMENT FOUNDATION 1805 27TH STREET PORTSMOUTH OH 45662 310677520 FUNDRAISING OH 501(C)(3) Line 12a, I SOUTHERN OHIO MEDICAL CENTER 1 SOMC MEDICAL CARE FOUNDATION INC 1248 KINNEYS LANE PORTSMOUTH OH 45662 311374523 MEDICINE AND SURGERY OH 501(C)(3) Line 12a, I SOUTHERN OHIO MEDICAL CENTER 1 SOUTHERN OHIO MEDICAL CENTER TITLE HOLDING COMPANY 1805 27TH STREET PORTSMOUTH OH 45662 314293042 MANAGE REAL ESTATE OH 501(c)(2) N/A SOUTHERN OHIO MEDICAL CENTER 1 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1 0 SOMC MEDICAL CARE FOUNDATION R 25889867 ACCRUAL TRANSACTIONS SOMC MEDICAL CARE FOUNDATION L 2230341 COST PER CONTRACT SOMC MEDICAL CARE FOUNDATION M 605567 COST PER CONTRACT SOMC MEDICAL CARE FOUNDATION O 36105191 ALLOCATION OF COSTS SOMC MEDICAL CARE FOUNDATION P 36521623 ALLOCATION OF COSTS SOMC MEDICAL CARE FOUNDATION Q 24681526 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY N 1404302 RENTAL CHARGES PER CONTRACT SOMC TITLE HOLDING COMPANY K 3331277 RENTAL CHARGES PER CONTRACT SOMC TITLE HOLDING COMPANY O 305456 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY L 20202895 ALLOCATION OF COSTS SOMC TITLE HOLDING COMPANY N 18684536 FORGIVENESS OF EXPENSES SOMC TITLE HOLDING COMPANY I 103160 FMV SOMC DEVELOPMENT FOUNDATION O 155165 ALLOCATION OF COSTS SOMC DEVELOPMENT FOUNDATION C 72094 ACCRUAL TRANSACTIONS SOMC DEVELOPMENT FOUNDATION N 63853 ACCRUAL TRANSACTIONS