ST JAMES HEALTHCARE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: ST JAMES HEALTHCARE (EIN 81-0231785)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-06
IRS object ID: 201713109349302411
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-06T16:23:13-06:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810231785	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JAMES HEALTHCARE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STJA	BusinessNameControlTxt
Phone	4067232500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 SOUTH CLARK STREET	AddressLine1Txt
City	BUTTE	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAM PALAGI	PersonNm
Person Title	VP FINANCE & CFO	PersonTitleTxt
Phone	4067232500	PhoneNum
Signature	2017-11-06	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	170.188.5.33	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-06	IPDt
IP Tm	12:26:16	IPTm
IP Timezone	MS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D592015B8FE208EA5042194ABEAF8E5B275B46FB	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D592015B8FE208EA5042194ABEAF8E5B275B46FB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-03-14 21:41:22Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES DOYLE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 SOUTH CLARK STREET	AddressLine1Txt
City	BUTTE	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59701	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$107,961,432	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STJAMESHEALTHCARE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	602	TotalEmployeeCnt
Total Volunteers	48	TotalVolunteersCnt
Total Gross UBI	$1,595,904	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$495,337	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,394,931	PYContributionsGrantsAmt
CY Contributions Grants	$476,750	CYContributionsGrantsAmt
PY Program Service Revenue	$118,127,746	PYProgramServiceRevenueAmt
CY Program Service Revenue	$104,702,818	CYProgramServiceRevenueAmt
PY Investment Income	$445,756	PYInvestmentIncomeAmt
CY Investment Income	$784,581	CYInvestmentIncomeAmt
PY Other Revenue	$1,468,370	PYOtherRevenueAmt
CY Other Revenue	$1,512,881	CYOtherRevenueAmt
PY Total Revenue	$121,436,803	PYTotalRevenueAmt
CY Total Revenue	$107,477,030	CYTotalRevenueAmt
PY Grants And Similar Paid	$186,948	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$232,173	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$40,164,771	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$41,949,848	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$63,164,939	PYOtherExpensesAmt
CY Other Expenses	$59,353,623	CYOtherExpensesAmt
PY Total Expenses	$103,516,658	PYTotalExpensesAmt
CY Total Expenses	$101,535,644	CYTotalExpensesAmt
PY Revenues Less Expenses	$17,920,145	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,941,386	CYRevenuesLessExpensesAmt
Total Assets BOY	$91,464,202	TotalAssetsBOYAmt
Total Assets EOY	$87,505,048	TotalAssetsEOYAmt
Total Liabilities BOY	$7,906,336	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,050,795	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$83,557,866	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$78,454,253	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$83,536,481	ExpenseAmt
Grant	$232,173	GrantAmt
Revenue	$105,127,213	RevenueAmt
Desc	ST. JAMES HEALTHCARE HAS PLAYED AN IMPORTANT ROLE IN THE HISTORY OF BUTTE. FOUNDED IN 1881 BY THE SISTERS OF CHARITY OF LEAVENWORTH, ST. JAMES HAS BEEN KNOWN FOR GENERATIONS FOR ITS MISSION OF COMPASSIONATE CARE AND SERVICE TO THE POOR. FOR MORE THAN 130 YEARS, ST. JAMES HAS PROVIDED CARE FOR THE SICK AND SERVED THE POOR AND THE VULNERABLE. ST. JAMES HEALTHCARE IS ONE OF MONTANA'S LARGEST COMPREHENSIVE HOSPITALS, SERVING THE HEALTH CARE NEEDS OF PEOPLE IN A SEVEN-COUNTY REGION.MISSIONWE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISIONINSPIRED BY OUR FAITH,WE WILL BE DISTINGUISHED AS THE TRUSTED PERSON-CENTERED PARTNER TO THOSE WHO ENGAGE WITH US IN THEIR PHYSICAL, MENTAL AND SPIRITUAL HEALTH DECISIONS.WE WILL SHARE ACCOUNTABILITY WITH OUR CLINICIANS, ASSOCIATES AND AFFILIATED STAKEHOLDERS TO DELIVER EXCEPTIONAL CARE THAT IS WELL-COORDINATED, ACCESSIBLE, AFFORDABLE, SAFE, AND RESULTS IN OPTIMAL OUTCOMES FOR INDIVIDUALS AND POPULATIONS.WE WILL GROW AS COMMUNITY-BASED HEALTH NETWORKS IN PARTNERSHIP WITH OTHERS WHO SHARE OUR VISION AND VALUES AND ALIGN WITH US TO BE AN ESSENTIAL PROVIDER TO THOSE WE SERVE.VALUES CARING SPIRIT - WE HONOR THE SACRED DIGNITY OF EACH PERSON. EXCELLENCE - WE SET AND SURPASS HIGH STANDARDS. GOOD HUMOR - WE CREATE JOYFUL AND WELCOMING ENVIRONMENTS. INTEGRITY - WE DO THE RIGHT THING WITH OPENNESS AND PRIDE. SAFETY - WE DELIVER CARE THAT SEEKS TO ELIMINATE ALL HARM FOR PATIENTS AND ASSOCIATES. STEWARDSHIP - WE ARE ACCOUNTABLE FOR THE RESOURCES ENTRUSTED TO US.ST. JAMES HEALTHCARE OFFERS A WIDE RANGE OF SERVICES ACROSS MANY DEPARTMENTS:CANCER TREATMENT, DIABETES EDUCATION, EMERGENCY/LEVEL III TRAUMA CENTER, HEART HEALTH, INTENSIVE CARE UNIT, IMAGING SERVICES, JOINT SURGERY & REPLACEMENT CENTER, LAB SERVICES, OCCUPATIONAL THERAPY, PAIN CENTER, PHYSICAL THERAPY, LABOR DELIVERY NURSERY, WOUND TREATMENT, AND SPORTS MEDICINE.ST. JAMES HEALTHCARE STATISTICAL DATA FOR 2016 INCLUDED THE FOLLOWING RESULTS:TOTAL ADMISSIONS - 3,235TOTAL OUTPATIENT, CLINIC, AND HOME HEALTH VISITS - 96,824TOTAL EMERGENCY DEPARTMENT VISITS - 17,495BIRTHS - 283TOTAL SURGERIES - 2,050TOTAL LABORATORY TESTS - 198,742ST. JAMES HEALTHCARE IS RELATED TO ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE ST. JAMES HEALTHCARE COMMUNITY AND SUPPORTS THE MISSION OF ST. JAMES HEALTHCARE.ALTHOUGH ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC IS NOT OWNED DIRECTLY BY ST. JAMES HEALTHCARE, ST. JAMES HEALTHCARE IS REQUIRED TO FUND ALL OPERATING LOSSES OF ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC THROUGH EQUITY TRANSFERS TO SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. IN 2016, LOSSES RELATED TO THE PHYSICIAN PRACTICES WERE $5,146,236.	Desc
Total Program Service Expenses	$83,536,481	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	94	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	602	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KYLE ENGMAN	PersonNm
Phone	3038135543	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 ELDORADO BLVD SUITE 4200	AddressLine1Txt
City	BROOMFIELD	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80021	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
FRANCENE ARCHIBALD
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
MARILYN CAMERON
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
TAMMY COX
SECRETARY/TREASURER	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
SHAWN DUFFORD MD
DIRECTOR 9/1-12/31	1.00	50.00	Yes (X)	$0	$557,563	$109,394
DANETTE GLEASON
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
SISTER MARGARET HOGAN
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
BRETT KAMRUD
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
MARKO LUCICH
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
BERNARD MCCARTHY
CHAIR	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
THERESE MCCLAFFERTY
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
BILL MCGLADDERY
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
THOMAS PETERSON MD
DIRECTOR 1/1-8/31	1.00	50.00	Yes (X)	$0	$513,397	$35,018
SISTER MARY JO QUINN
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
RITA SPEAR
VICE CHAIR	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
TODD TREGIDGA
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
CHARLES WRIGHT
PRESIDENT & CEO	50.00	0.00	Yes (X)	$0	$389,349	$201,307	Yes (X)
MARK ZORA
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
DAVID BRAIN
VP & CFO 6/15-11/1	50.00	0.00		$0	$72,218	$11,336	Yes (X)
PAM PALAGI
VP & CFO 11/1-12/31	50.00	0.00		$0	$55,287	$930	Yes (X)
TRAVIS SCHEVING
VP & CFO 1/1-6/15	50.00	0.00		$0	$178,367	$46,009	Yes (X)
JEREMY BLANCHARD
CHIEF PHYSICIAN EXECUTIVE	50.00	0.00		$0	$211,935	$50,591		Yes (X)
KEVIN DENNEHY
VP STRATEGY-BUS DEVELOP-SJB	50.00	0.00		$0	$195,260	$52,690		Yes (X)
DENNIS SALISBURY MD
PSO VP CMO HEALTH NET	50.00	0.00		$0	$303,032	$69,296		Yes (X)
MARC NASH MD
PHYSICIAN RADIATION ONCOLOGIST	50.00	0.00		$535,616	$0	$23,643			Yes (X)
DANAE HANSEN MD
ANESTHESIOLOGIST	50.00	0.00		$413,466	$0	$41,515			Yes (X)
MARWAN MASSOUH MD
PHYSICIAN	50.00	0.00		$409,158	$0	$23,784			Yes (X)
DAVID SILK MD
PHYSICIAN ED	50.00	0.00		$281,799	$0	$40,374			Yes (X)
ALAN MAYER MD
PHYSICIAN ED	50.00	0.00		$281,060	$0	$35,877			Yes (X)
JAMES DOYLE
FORMER OFFICER	0.00	50.00		$0	$249,231	$59,738				Yes (X)
MOHAN NANDALUR MD
FORMER HIGHEST PAID EMPLOYEE	0.00	50.00		$0	$478,065	$27,345				Yes (X)
THOMAS AUFIERO MD
FORMER HIGHEST PAID EMPLOYEE	0.00	50.00		$0	$456,480	$30,314				Yes (X)
ALLEN NICHOLS MD
FORMER HIGHEST PAID EMPLOYEE	0.00	50.00		$0	$381,358	$15,404				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,921,099	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$4,041,542	TotReportableCompRltdOrgAmt
Total Other Compensation	$874,565	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	45	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INPATIENT SERVICES PC
1515 WYNKOOP STREET STE 360	DENVER	CO	80202	MEDICAL SERVICES	$2,010,235
MONTANA INTERVENTIONAL & DIAG
2969 AIRPORT RD STE 1C	HELENA	MT	59601	RADIOLOGY	$1,089,264
MONTANA ORTHOPEDICS
435 SOUTH CRYSTAL STE 400	BUTTE	MT	59701	MEDICAL SERVICES	$684,995
WEATHERBY LOCUMS
PO BOX 972633	DALLAS	TX	75397	CONTRACT LABOR	$555,079
MEDEFIS INC
10826 OLD MILL RD	OMAHA	NE	68154	TECHNOLOGY SERVICES	$480,949

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	17	CntrctRcvdGreaterThan100KCnt
Related Organizations	$417,450	RelatedOrganizationsAmt
Government Grants	$2,000	GovernmentGrantsAmt
All Other Contributions	$57,300	AllOtherContributionsAmt
Total Contributions	$476,750	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PATIENT CARE	Desc
Business	622110	BusinessCd
Total Revenue Column	$104,702,818	TotalRevenueColumnAmt
Related Or Exempt Func Income	$103,810,721	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$892,097	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$104,702,818	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$842,322	TotalRevenueColumnAmt
Exclusion	$842,322	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$796,340	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$411,661	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$384,679	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$384,679	TotalRevenueColumnAmt
Exclusion	$384,679	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$15,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$72,741	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$57,741	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$57,741	TotalRevenueColumnAmt
Exclusion	-$57,741	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMIT SURGERY CTR	621400	$633,816	$633,816
CAFETERIA REVENUE	722310	$494,386	$69,991	$424,395

Field	Value	IRS element (for citing)
Other Revenue Total	$1,128,202	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$107,477,030	TotalRevenueColumnAmt
Related Or Exempt Func Income	$104,235,116	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,595,904	UnrelatedBusinessRevenueAmt
Exclusion	$1,169,260	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$232,173	TotalAmt
Program Services	$232,173	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,157,350	TotalAmt
Program Services	$1,094,173	ProgramServicesAmt
Management And General	$63,177	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$32,028,390	TotalAmt
Program Services	$30,280,045	ProgramServicesAmt
Management And General	$1,748,345	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,256,102	TotalAmt
Program Services	$2,074,777	ProgramServicesAmt
Management And General	$181,325	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,230,459	TotalAmt
Program Services	$4,122,765	ProgramServicesAmt
Management And General	$107,694	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,277,547	TotalAmt
Program Services	$2,205,340	ProgramServicesAmt
Management And General	$72,207	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,622	TotalAmt
Management And General	$10,622	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$242	TotalAmt
Management And General	$242	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,295,743	TotalAmt
Program Services	$7,573,578	ProgramServicesAmt
Management And General	$722,165	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$660,664	TotalAmt
Program Services	$19,815	ProgramServicesAmt
Management And General	$640,849	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$190,045	TotalAmt
Program Services	$184,987	ProgramServicesAmt
Management And General	$5,058	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,429,983	TotalAmt
Management And General	$6,429,983	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,350,126	TotalAmt
Program Services	$1,340,530	ProgramServicesAmt
Management And General	$9,596	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$244,314	TotalAmt
Program Services	$192,276	ProgramServicesAmt
Management And General	$52,038	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$59,979	TotalAmt
Program Services	$42,473	ProgramServicesAmt
Management And General	$17,506	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$301,160	TotalAmt
Program Services	$301,160	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,272,793	TotalAmt
Program Services	$4,272,793	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,448,444	TotalAmt
Program Services	$1,448,444	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$19,379,127	$19,379,127
SERVICE CONTRACTS	$4,654,938	$4,353,547	$301,391
BILLING & COLLECTION -	$2,797,926		$2,797,926
BAD DEBT EXPENSE	$2,203,915	$2,203,915

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,053,602	TotalAmt
Program Services	$2,214,563	ProgramServicesAmt
Management And General	$4,839,039	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$101,535,644	TotalAmt
Program Services	$83,536,481	ProgramServicesAmt
Management And General	$17,999,163	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$351	BOYAmt
EOY	$399	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,378	BOYAmt
EOY	$4,294	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,440,595	BOYAmt
EOY	$17,657,516	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$20,682	BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$40,865	BOYAmt
EOY	$13,889	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,419,315	BOYAmt
EOY	$2,952,219	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,378,587	BOYAmt
EOY	$1,299,578	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$121,624,117	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$66,422,872	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$52,746,387	BOYAmt
EOY	$55,201,245	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,481,367	BOYAmt
EOY	$2,494,658	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,928,675	BOYAmt
EOY	$7,881,250	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,464,202	BOYAmt
EOY	$87,505,048	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,906,336	BOYAmt
EOY	$8,983,007	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$67,788	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,906,336	BOYAmt
EOY	$9,050,795	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,479,752	BOYAmt
EOY	$78,382,362	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$78,114	BOYAmt
EOY	$71,891	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$83,557,866	BOYAmt
EOY	$78,454,253	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$91,464,202	BOYAmt
EOY	$87,505,048	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,941,386	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$11,044,999	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$242	OtherActivitiesAmt
Total Lobbying Expenditures	$242	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENSES WERE DERIVED AS A PERCENTAGE OF DUES PAID TO THE MONTANA HOSPITAL ASSOCIATION.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,146,731	OtherCostOrOtherBasisAmt
Book Value	$4,146,731	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$78,669,560	OtherCostOrOtherBasisAmt
Depreciation	$43,475,114	DepreciationAmt
Book Value	$35,194,446	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,976,494	OtherCostOrOtherBasisAmt
Depreciation	$1,931,914	DepreciationAmt
Book Value	$44,580	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$36,045,859	OtherCostOrOtherBasisAmt
Depreciation	$21,015,844	DepreciationAmt
Book Value	$15,030,015	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$785,473	OtherCostOrOtherBasisAmt
Book Value	$785,473	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$55,201,245	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
INTERCOMPANY RECEIVABLE	$5,961,605
SETTLEMENT RECEIVABLES	$1,919,645

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$7,881,250	TotalBookValueOtherAssetsAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	0	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,170,823	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,170,823	NetCommunityBenefitExpnsAmt
Total Expense	0.01180	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$18,056,760	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$11,397,367	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,659,393	NetCommunityBenefitExpnsAmt
Total Expense	0.06700	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$222,958	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$453,883	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$19,450,541	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$11,851,250	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,830,216	NetCommunityBenefitExpnsAmt
Total Expense	0.07880	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,503,046	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$236,303	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,266,743	NetCommunityBenefitExpnsAmt
Total Expense	0.01280	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$296,645	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$296,645	NetCommunityBenefitExpnsAmt
Total Expense	0.00300	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,376,744	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,454,644	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,922,100	NetCommunityBenefitExpnsAmt
Total Expense	0.01940	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$148,947	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$148,947	NetCommunityBenefitExpnsAmt
Total Expense	0.00150	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,325,382	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,690,947	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,634,435	NetCommunityBenefitExpnsAmt
Total Expense	0.03670	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$24,775,923	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$13,542,197	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$11,464,651	NetCommunityBenefitExpnsAmt
Total Expense	0.11550	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$143,520	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$143,520	NetCommunityBenefitExpnsAmt
Total Expense	0.00140	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$207,128	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$207,128	NetCommunityBenefitExpnsAmt
Total Expense	0.00210	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$350,648	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$350,648	NetCommunityBenefitExpnsAmt
Total Expense	0.00350	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$2,203,915	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$32,414,519	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$41,498,033	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$9,083,514	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 SUMMIT SURGERY CENTER
OUTPATIENT SURGERY CENTER	0.50000	0.50000
2 MONTANA PHYSICIAN HOSPITAL ORGANIZATION
PHYSICIAN HOSPITAL ORGANIZATION	0.50000	0.50000

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JAMES HEALTHCARE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 SOUTH CLARK ST	AddressLine1Txt
City	BUTTE	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59701	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.SCLHEALTH.ORG/LOCATIONS/	WebsiteAddressTxt
State License	13287	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	SKILLED NURSING & PHYSICIAN CLINIC	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	ST JAMES HEALTHCARE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	14	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	0	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (1)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	15	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	SEE PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.000000000000	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ST. JAMES HEALTHCARE	PART V, SECTION B, LINE 5: THE 2014 COMMUNITY HEALTH NEEDS ASSESSMENT FOR ST. JAMES HEALTHCARE REPRESENTS A SYSTEMATIC APPROACH TO IDENTIFY TOP HEALTH PRIORITIES FOR 2015-2017 TO GUIDE EFFORTS FOR IMPROVEMENT IN COMMUNITY HEALTH AND WELLNESS IN BUTTE-SILVER BOW COUNTY.THIS ASSESSMENT INCORPORATES DATA FROM BOTH QUANTITATIVE AND QUALITATIVE SOURCES. QUANTITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH (THE PRC COMMUNITY HEALTH SURVEY), WHICH ALLOWS FOR COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. QUALITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH GATHERED THROUGH AN ONLINE KEY INFORMANT SURVEY PERFORMED BY PROFESSIONAL RESEARCH CONSULTANTS, INC. BASED ON THE DATA COLLECTED, 11 "AREAS OF OPPORTUNITY" WERE IDENTIFIED AS REPRESENTING THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY, BASED ON THE INFORMATION GATHERED THROUGH THIS COMMUNITY HEALTH NEEDS ASSESSMENT AND THE GUIDELINES SET FORTH IN HEALTHY PEOPLE 2020. ON OCTOBER 23, 2014, APPROXIMATELY 40 REPRESENTATIVES OF VARIOUS COMMUNITY ORGANIZATIONS MET TO EVALUATE, DISCUSS AND PRIORITIZE HEALTH ISSUES FOR THE COMMUNITY; BASED ON FINDINGS OF THE 2014 PRC COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). FOLLOWING THE DATA REVIEW, PRC ANSWERED QUESTIONS AND FACILITATED A GROUP DIALOGUE, ALLOWING PARTICIPANTS TO ADVOCATE FOR ANY OF THE HEALTH ISSUES DISCUSSED. REPRESENTATIVES OF ST. JAMES HEALTHCARE, BUTTE-SILVER BOW HEALTH DEPARTMENT AND SOUTHWEST MONTANA COMMUNITY HEALTH CENTER ALSO PROVIDED GUIDANCE TO THE GROUP, DESCRIBING EXISTING ACTIVITIES, INITIATIVES, RESOURCES, ETC., RELATING TO THE AREAS OF OPPORTUNITY. FINALLY, PARTICIPANTS WERE PROVIDED AN OVERVIEW OF THE PRIORITIZATION EXERCISE THAT FOLLOWED. IN ORDER TO ASSIGN PRIORITY TO THE IDENTIFIED HEALTH NEEDS (I.E., AREAS OF OPPORTUNITY), A WIRELESS AUDIENCE RESPONSE SYSTEM WAS USED IN WHICH EACH PARTICIPANT WAS ABLE TO REGISTER HIS/HER RATINGS USING A SMALL REMOTE KEYPAD. THE PARTICIPANTS WERE ASKED TO EVALUATE EACH HEALTH ISSUE ALONG TWO CRITERIA: SCOPE AND SEVERITY AND ABILITY TO IMPACT.BASED ON THE OUTCOME OF THAT RANKING PROCESS, THREE AREAS WERE IDENTIFIED FOR ADDITIONAL WORK: MENTAL HEALTH; NUTRITION, PHYSICIAL ACTIVITIES & WEIGHT AND TOBACCO USE.
ST. JAMES HEALTHCARE	PART V, SECTION B, LINE 6B: ORGANIZATIONS THAT PARTICIPATED WITH ST. JAMES HEALTHCARE FOR COMPLETION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDED: - 2ND JUDICIAL DISTRICT YOUTH COURT PROBATION - AARON M. SHEARMAN DDS - BUTTE DENTISTRY - ADULT PROTECTIVE SERVICES - AWARE INC./AWARE EARLY HEAD START - BIG BROTHERS BIG SISTERS - BSW, INC. - BUTTE BROADCASTING - BUTTE CENTRAL CATHOLIC HIGH SCHOOL - BUTTE COMMUNITY HEALTH CENTER - BUTTE RESCUE MISSION - BUTTE 4-C'S - BUTTE-SILVER BOW COUNCIL OF COMMISSIONERS - BUTTE-SILVER BOW HEALTH DEPARTMENT - DENTIST - EASTER SEALS-GOODWILL - FRONTIER HOME HEALTH & HOSPICE - HOMEWARD BOUND - LOWNEY DENTAL - MERCURY STREET MEDICAL - MONTANA INDEPENDENT LIVING PROJECT - MONTANA ORTHOPEDICS - MONTANA TECH - MT TECH - RSVP - SOUTHWEST MONTANA AGING & DISABILITY SERVICES - ST. JAMES HEALTHCARE - ST. JAMES MEDICAL GROUP - TOWN PUMP INC. - UNITED WAY OF BUTTE AND ANACONDA - YOUTH DYNAMICSST. JAMES HEALTHCARE:PART V, SECTION B, LINE 7A: WWW.SCLHEALTH.ORG/LOCATIONS/ST-JAMES-HEALTHCARE/ABOUT/COMMUNITY-BENEFIT/ST. JAMES HEALTHCARE:PART V, SECTION B, LINE 10A: WWW.SCLHEALTH.ORG/LOCATIONS/ST-JAMES-HEALTHCARE/ABOUT/COMMUNITY-BENEFIT/
ST. JAMES HEALTHCARE	PART V, SECTION B, LINE 11: ACTION TEAMS WERE FORMED FOR EACH OF THE THREE KEY AREAS MADE UP OF KEY COMMUNITY HEALTHCARE LEADERS, PUBLIC HEALTH OFFICIALS, AND INTERNAL SENIOR HOSPITAL LEADERS FOR THE THREE TOP HEALTH NEEDS IDENTIFIED: MENTAL HEALTH; NUTRITION, PHYSICAL ACTIVITY & WEIGHT; AND TOBACCO USE.GIVEN THE LIMITED FINANCIAL RESOURCES, AS WELL AS LIMITED STAFF, THE DECISION WAS MADE TO FOCUS ON THESE THREE TOP HEALTH NEEDS. THE ABILITY TO MAKE A SIGNIFICANT IMPACT WILL BE GREATLY IMPROVED BY NARROWING THE FOCUS TO THREE TOP HEALTH NEEDS. THE ACTION TEAMS MET THROUGHOUT 2015 AND 2016 AND CONTINUE TO MEET IN 2017.MENTAL HEALTH: WORKING WITH THE MONTANA SOARS PROJECT, A NEW DATA BASE, CONNECT, IS BEING IMPLEMENTED. THE PURPOSE IS TO ENSURE THAT PEOPLE WHO HAVE A MENTAL ILLNESS OR PROPENSITY TOWARD MENTAL ILLNESS ARE APPROPRIATELY REFERRED FOR ADDITIONAL HELP AND ARE TRACKED TO ENSURE THEY DO NOT "FALL BETWEEN THE CRACKS." ST. JAMES HEALTHCARE, MONTANA SOARS (BUTTE SCHOOL DISTRICT NO. 1) AND THE BUTTE HEALTH DEPARTMENT HAVE ALL SIGNED A MEMORANDUM OF UNDERSTANDING TO ALLOW THIS WORK TO MOVE FORWARD. THE PROJECT INITIALLY FOCUSES ON CHILDREN BUT WILL BE EXPANDED TO COVER ADULTS BY 2019. TEAM IS ALSO WORKING ON EXPANDING THE MENTAL HEALTH QUESTIONS ASKED BY PRIMARY CARE PROVIDERS.THE ACTION TEAM WORKING ON NUTRITION, PHYSICAL HEALTH AND WEIGHT MET SEVERAL TIMES AND DETERMINED THAT ONE OF THE PROBLEMS IS THAT MANY OF OUR CHILDREN DO NOT HAVE THE FINANCIAL MEANS TO BE INVOLVED IN PHYSICAL ACTIVITIES. WE ALSO DISCOVERED THAT MANY OF THE FAMILIES ARE NOT AWARE OF ALL THE PROGRAMS AVAILABLE IN THE COMMUNITY. A NEW GROUP, THE KIDS COALITION WAS FORMED. OUR FIRST ACTION WAS TO COMPILE A LIST OF ALL ACTIVITIES AVAILABLE TO CHILDREN IN THE COMMUNITY ALONG WITH THE APPROPRIATE CONTACT PERSON(S). THE LIST WAS PRINTED IN THE 2016 PARKS AND RECREATION GUIDE FOR BUTTE-SILVER BOW, A PUBLICATION THAT IS INSERTED INTO THE LOCAL NEWPAPER. ST. JAMES ADDITIONALLY PAID $6,000 FOR 4,500 ADDITIONAL COPIES THAT WERE HAND DELIVERED TO ALL THE SCHOOLS AND SENT HOME WITH STUDENTS. CURRENTLY, THE KIDS' COALITION HAS HIRED AN AMERICORP VOLUNTEER TO UPDATE THE LIST FOR 2017 AND BEGIN PLANNING FOR A FITNESS FAIR FOR CHILDREN AND FAMILIES. THE GROUP IS SEEKING DONATIONS OF SPORTING EQUIPMENT AND DOLLARS TO PROVIDE CHILDREN WITH EQUIPMENT THEY NEED TO PARTICIPATE IN ACTIVITIES AND TO PROVIDE SCHOLARSHIPS FOR THOSE WHO DO NOT HAVE THE FINANCIAL MEANS TO PARTICIPATE. ST. JAMES ALSO IS CONTINUING TO OFFER ITS FITKIDS 360 CLASSES TO FAMILIES WHO HAVE AN OVERWEIGHT CHILD. PRIMARY CARE PHYSICIANS REFER FAMILIES TO THE PROGRAM WHERE THEY LEARN ABOUT LIFE STYLE CHANGES, EXERCISE, ETC., TO HELP THEM LIVE HEALTHIER LIVES.THE ACTION GROUP FOR TOBACCO USE HAS BEGUN TO DEVELOP MATERIALS FOR "COMMUNITY AMBASSADORS" TO PROVIDE TO YOUTH AND YOUNG ADULTS ABOUT TOBACCO CESSATION. IN ADDITION, ST. JAMES HEALTHCARE REFERS ALL INPATIENTS WHO USE TOBACCO TO THE MONTANA QUIT LINE. IN 2015 AND 2016, ST. JAMES REFERRED THE HIGHEST NUMBER OF PARTICIPANTS TO THE PROGRAM. ST. JAMES HEALTHCARE CONTINUES TO SUPPORT ALL COMMUNITY ACTIVITIES AND EVENTS AIMED AT CHILDREN. THIS IS DONE WITH BOTH IN-KIND AND FINANCIAL SUPPORT.THE REMAINDER OF NEEDS IDENTIFIED IN THE CHNA ARE IMPORTANT TO ST. JAMES HEALTHCARE, BUT BECAUSE OF LIMITED RESOURCES AT THE HOSPITAL LEVEL, AND THE AVAILABILITY OF COMMUNITY ORGANIZATIONS WHO ARE ALREADY ADDRESSING NEEDS, ST. JAMES CONTINUES TO COLLABORATE WITH COMMUNITY ORGANIZATIONS TO ENSURE ALL NEEDS AND HEALTH INDICATORS ARE BEING ADDRESSED.ST. JAMES HEALTHCARE:PART V, SECTION, B, LINE 16A, 16B, 16C:HTTPS://WWW.SCLHEALTH.ORG/LOCATIONS/ST-JAMES-HEALTHCARE/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE/

Field	Value	IRS element (for citing)
Facility	3	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
1 - ST JAMES CANCER CENTER - INFUSION THPY
400 S CLARK ST	BUTTE	MT	59701	OUTPATIENT PHYSICIAN CLINIC
2 - ST JAMES CANCER CENTER - MED ONC
400 S CLARK ST	BUTTE	MT	59701	OUTPATIENT PHYSICIAN CLINIC
3 - SUMMIT SURGERY CENTER LLC
434 S CLARK STREET	BUTTE	MT	59701	OUTPATIENT SURGERY CENTER

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 6A:	THIS ORGANIZATION IS PART OF SCL HEALTH SYSTEM WHICH PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT ON A CONSOLIDATED BASIS. THE REPORT IS PREPARED BY THE PARENT COMPANY, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC.
PART I, LINE 7:	THE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART I, LINE 7A, 7B AND 7C WERE DETERMINED USING THE COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2, IN THE SCHEDULE H, FORM 990 INSTRUCTIONS. FORM 990, SCHEDULE H, PART I, LINES 7E, 7F, 7G, 7H AND 7I ARE REPORTED AT COST AS REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS.
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 $ 2,203,915.
PART II, COMMUNITY BUILDING ACTIVITIES:	ST. JAMES HEALTHCARE CONTINUES TO WORK WITH COMMUNITY ORGANIZATIONS THAT SUPPORT ACTIVITIES AND POLICY IN ITS COMMUNITY. IN 2016, ST. JAMES CONTINUED ITS COMMITMENT TO SUBSIDIZE ATHLETIC TRAINERS AT 6 AREA HIGH SCHOOLS. WITHOUT OUR SUPPORT, THE SCHOOLS WOULD NOT BE ABLE TO PROVIDE THIS SERVICE TO ITS YOUNG ATHLETES. ST. JAMES ALSO PROVIDES FOOD TO THE HOMELESS THREE DAYS EACH WEEK.PART III, LINE 1THE ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE WITH HEALTHCARE FINANCIALMANAGEMENT ASSOCIATION (HFMA) STATEMENT NO. 15 TO THE EXTENT THAT HFMASTATEMENT NO. 15 FOLLOWS THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES(GAAP) FOR THE REPORTING OF BAD DEBT.
PART III, LINE 2:	THE BAD DEBT EXPENSE REPORTED ON PART III, LINE 2 IS AT CHARGES AS RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ALLOWANCE FOR BAD DEBT IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THE BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS.THE BAD DEBT ALLOWANCE IS CALCULATED AS A PERCENTAGE OF PATIENT RECEIVABLES AFTER DEDUCTIONS FOR ESTIMATED PROVISIONS FOR CONTRACTUAL ADJUSTMENTS (DISCOUNTS) ON SERVICES PROVIDED TO ENROLLEES OF MEDICARE, MEDICAID, THIRD-PARTY PAYOR PROGRAMS, CHARITY CARE, UNINSURED DISCOUNTS, AND OTHER ADMINISTRATIVE ADJUSTMENTS.
PART III, LINE 4:	THE ALLOWANCE FOR BAD DEBT IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THE BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS.THE BAD DEBT ALLOWANCE IS CALCULATED AS A PERCENTAGE OF PATIENT RECEIVABLES AFTER DEDUCTIONS FOR ESTIMATED PROVISIONS FOR CONTRACTUAL ADJUSTMENTS (DISCOUNTS) ON SERVICES PROVIDED TO ENROLLEES OF MEDICARE, MEDICAID, THIRD-PARTY PAYOR PROGRAMS, CHARITY CARE, UNINSURED DISCOUNTS, AND OTHER ADMINISTRATIVE ADJUSTMENTS.THE ORGANIZATION HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES PATIENTS OPPORTUNITIES TO APPLY FOR FREE OR DISCOUNTED CARE OR TO BE ENROLLED IN A GOVERNMENT SPONSORED MEDICAL CARE PROGRAM. THE PROCESS INCLUDES IDENTIFYING PATIENTS WITH A FINANCIAL CONCERN AND PROVIDING FINANCIAL COUNSELING AND ASSISTANCE IN APPLYING FOR THE ORGANIZATION'S CHARITY CARE AND OTHER FINANCIAL ASSISTANCE PROGRAMS.CERTAIN PATIENT ACCOUNTS ARE WRITTEN OFF TO BAD DEBT BECAUSE THE ORGANIZATION DOES NOT HAVE SUFFICIENT INFORMATION TO DETERMINE IF THE PATIENT WOULD QUALIFY FOR FREE CARE OR FINANCIAL AID. THEREFORE, IT IS POSSIBLE THAT SOME BAD DEBT IS ACTUALLY CHARITY CARE. HOWEVER, IF A PATIENT ACCOUNT IS WRITTEN OFF TO BAD DEBT AND THE COLLECTION AGENCY LATER DETERMINES THAT THE PATIENT WOULD HAVE QUALIFIED FOR FREE CARE OR FINANCIAL AID, THEN THE BAD DEBT EXPENSE IS RECLASSIFIED TO CHARITY CARE. THE FOLLOWING IS THE TEXT OF THE FOOTNOTE IN THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBE THE BAD DEBT ALLOWANCE AND BAD DEBT EXPENSE: THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THE BUSINESS AND GENERAL ECONOMIC CONDITION IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL COLLECTION EXPERIENCE BY PAYOR CATEGORY AND OTHER FACTORS. THE RESULTS OF THESE REVIEWS ARE THEN USED TO MAKE MODIFICATIONS TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS INCLUDES A RESERVE FOR BOTH UNINSURED PATIENTS AND BALANCES DUE FROM PATIENTS AFTER INSURANCE.
PART III, LINE 8:	THE ORGANIZATION BELIEVES THAT AT LEAST SOME PORTION OF THE COSTS WE INCUR IN EXCESS OF PAYMENTS RECEIVED FROM THE FEDERAL GOVERNMENT FOR PROVIDING MEDICAL SERVICES TO MEDICARE ENROLLEES AND BENEFICIARIES UNDER THE FEDERAL MEDICARE PROGRAM (SHORTFALL OR MEDICARE SHORTFALL) CONSTITUTES A COMMUNITY BENEFIT. PROVIDING THESE SERVICES CLEARLY LESSENS THE BURDENS OF THE GOVERNMENT BY ALLEVIATING THE FEDERAL GOVERNMENT FROM HAVING TO DIRECTLY PROVIDE THESE MEDICAL SERVICES. AS DEMONSTRATED AND CALCULATED ON FORM 990, SCHEDULE H, PART III, LINES 5, 6 AND 7, OUR MEDICARE "ALLOWABLE COSTS" CLEARLY EXCEED THE PAYMENTS WE RECEIVE FOR PROVIDING THESE MEDICAL SERVICES UNDER THE MEDICARE PROGRAM. BY ABSORBING THE MEDICARE SHORTFALL COSTS WE ARE PROVIDING A COMMUNITY BENEFIT AS WELL AS EASING THE BURDEN OF THE FEDERAL GOVERNMENT HAVING TO COVER THESE COSTS.TO ARRIVE AT THE FORM 990, SCHEDULE H, PART III, LINE 6 AMOUNT, WE USED ACTUAL MEDICARE CHARGES FROM INTERNAL RECORDS AND APPLIED AN ESTIMATED COST TO CHARGE RATIO TO DETERMINE THE MEDICARE ALLOWABLE COSTS. THE ESTIMATED MEDICARE COST TO CHARGE RATIO IS THE PRIOR PERIOD MEDICARE COST REPORT COST TO CHARGE RATIO.
PART III, LINE 9B:	AN INTEGRAL COMPONENT OF OUR MISSION IS TO BE GOOD FINANCIAL STEWARDS. THIS REQUIRES US TO DETERMINE WHICH PATIENTS ARE IN NEED OF CHARITY CARE AND WHICH ARE ABLE TO CONTRIBUTE SOME PAYMENT FOR CARE RECEIVED. WEMAINTAIN A BALANCE THAT ENABLES US TO CONTINUE TO PROVIDE CHARITY CARE TOTHOSE WHO NEED IT MOST AND ENSURE THAT WE MANAGE OUR RESOURCES SOWE CAN CONTINUE TO BE HERE WHEN PEOPLE NEED US MOST. THE ORGANIZATION NOTIFIES PATIENTS OF FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND DISCHARGE. IN ADDITION, THE PATIENTS RECEIVE INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY WITH THEIR PATIENT BILLS. PATIENTS ARE CONTACTED MULTIPLE TIMES ABOUT UNPAID BALANCES PRIOR TO INITIATING ANY COLLECTION ACTION. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION PROCESS, THE ACCOUNT IS RECLASSIFIED AS FINANCIAL ASSISTANCE AND DEBT COLLECTION EFFORTS ARE CEASED.
PART VI, LINE 2:	AS PART OF OUR CORE VALUE OF RESPONSE TO NEED, ST. JAMES TAKES ONGOING STEPS TO DETERMINE WHERE THERE IS THE MOST NEED TO PROVIDE THE GREATEST GOOD. ST. JAMES REGULARLY PARTICIPATES IN ANNUAL REVIEW OF NEEDS TO IDENTIFY CHANGING NEEDS OF THE COMMUNITY IN PARTNERSHIP WITH BUTTE HEALTH DEPARTMENT AND SW MONTANA COMMUNITY HEATLH CENTER. THIS STRONG PARTNERSHIP ENSURES THAT ALL NEEDS REMAIN IN FOCUS WITH BOTH COUNTY ORGANIZATIONS AND THEIR COMMUNITY PARTNERS.
PART VI, LINE 3:	THE ORGANIZATION NOTIFIES PATIENTS ABOUT THE FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND PRIOR TO DISCHARGE. NOTICES ABOUT THE FINANCIAL ASSISTANCE POLICY ARE DISPLAYED THROUGHOUT THE HOSPITAL. IN ADDITION, PATIENTS RECEIVE INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY WITH THEIR PATIENT BILLS. THE FINANCIAL ASSISTANCE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL'S WEBSITE. THE POLICY AND APPLICATION ARE ALSO AVAILABLE UPON REQUEST. THE ORGANIZATION HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES PATIENTS OPPORTUNITIES TO APPLY FOR FREE OR DISCOUNTED CARE OR TO BE ENROLLED IN A GOVERNMENT SPONSORED MEDICAL CARE PROGRAM. THE PROCESS INCLUDES IDENTIFYING PATIENTS WITH A FINANCIAL CONCERN, PROVIDING FINANCIAL COUNSELING AND ASSISTANCE IN APPLYING FOR THE ORGANIZATION'S CHARITY CARE AND OTHER FINANCIAL ASSISTANCE PROGRAMS.
PART VI, LINE 4:	ST. JAMES HEALTHCARE IS LOCATED IN THE CITY OF BUTTE, MONTANA IN SILVER BOW COUNTY. DEMOGRAPHIC CONSTITUENTS, ACCORDING TO 2014 US CENSUS DATA:POPULATION: THE 2014 ESTIMATED POPULATION OF BUTTE SILVER BOW IS 34,680, REPRESENTING A 1% CHANGE FROM 2010.GENDER: THE POPULATION OF MALES AND FEMALES IS NEARLY EQUAL (40.5% FEMALE).AGE: MEDAN AGE IS 40.8 YEARS.THE POPULATION IS PRIMARILY COMPRISED OF WHITES (91.6%), HISPANIC/LATINOS (3.9%), AMERICAN INDIAN (1.9%), AND BLACKS/AFRICAN AMERICAN (0.03%).ECONOMICS: THE MEDIAN HOUSEHOLD INCOME IN 2014 WAS $37,503. THE PERCENTAGE OF PERSONS LIVING IN POVERTY IS 20.8%.HEALTH BEHAVIORS: ADULT OBESITY IS 31.6% AND CHILDREN ARE 15.7% (AGES 5 TO 17). 12.6% SUFFER FROM COPD AND 20.9% ARE SMOKERS. 22.9% ARE IN FAIR/POOR PHYSICAL HEALTH.ACCESS TO CARE: 39.2% HAD DIFFICULTY ACCESSING PRIMARY CARE PHYSICIANS.
PART VI, LINE 5:	COLLECTIVELY WITH ITS 98 LICENSED BEDS, ST. JAMES HAS SERVED ITS COMMUNITY BY PROVIDING COMPREHENSIVE MEDICAL SERVICES INCLUDING CARDIOLOGY, ONCOLOGY, ORTHOPEDIC, WOMEN AND FAMILY, EMERGENCY AND TRAUMA, NEONATAL INTENSIVE CARE, NEUROLOGY, OB/GYN, GENERAL SURGICAL, PRIMARY CARE, AND INTERNAL MEDICINE.COMMUNITY ACTIVITIES INCLUDE A PUBLIC PRESENTATIONS ON A VARIETY OF HEALTH TOPICS; STEPPING ON CLASSES (BALANCE) FOR SENIOR CITIZENS; SUPPORT GROUPS FOR CANCER AND DIABETES PREVENTION AND MANAGEMENT CLASSES, TO NAME A FEW.ST. JAMES PROVIDES FREE BLOOD PRESSURE SCREENINGS SEVERAL TIMES A YEAR. WHEN ST. JAMES HAS EXCESS REVENUE OVER OPERATING EXPENSES, WE USE THOSE FUNDS TO OBTAIN CURRENT HEALTH CARE TECHNOLOGIES AND EQUIPMENT, IMPROVE PATIENT CARE, PROVIDE MEDICAL TRAINING EDUCATION, AND TO EXPAND ACCESS TO CARE. THESE INVESTMENTS ENSURE WE'LL BE HERE TO CARE FOR FUTURE GENERATIONS. CAPITAL INVESTMENTS FOR NEW EQUIPEMENT AND TECHNOLOGIES HAS BEEN OVER $32 MILLION SINCE 2014.
PART VI, LINE 6:	THE ORGANIZATION IS A CONTROLLED ENTITY OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS). SCLHS AND ITS AFFILIATED ENTITIES HAVE A COMMON CALLING AND MISSION: "WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE." WE STRIVE TO PROVIDE HIGH-QUALITY, COMPASSIONATE AND AFFORDABLE HEALTHCARE IN EACH OF OUR HOSPITAL SITES AND THEIR RESPECTIVE COMMUNITY, AS WELL AS IN A VARIETY OF OUTPATIENT SETTINGS AND IN THE HOME. SCLHS IS A FAITH-BASED, NONPROFIT HEALTHCARE ORGANIZATION THAT OPERATES NINE HOSPITALS, TWO SAFETY NET CLINICS, ONE CHILDREN'S MENTAL HEALTH CENTER AND MORE THAN 190 AMBULATORY SERVICE CENTERS IN THREE STATES - COLORADO, KANSAS AND MONTANA. THE HEALTH SYSTEM INCLUDES MORE THAN 15,000 FULL-TIME ASSOCIATES AND MORE THAN 500 EMPLOYED PROVIDERS.AS OUR HEALTH SYSTEM GROWS, WE'RE LEVERAGING THAT GROWTH TO ACHIEVE BENEFITS OF SCALE - IDENTIFYING COST AND OTHER ADVANTAGES THAT WE GAIN DUE TO OUR SIZE. WE'RE ALSO WORKING TO STREAMLINE AND UNIFY OUR SYSTEM-WIDE PROCESSES TO ELIMINATE COSTLY DUPLICATION OF EFFORT. WE ACTIVELY ENCOURAGE OUR PEOPLE TO PURSUE CREATIVE IDEAS THAT IMPROVE EFFICIENCY, SERVICE AND THE OVERALL CARE EXPERIENCE. WHEN OUR ASSOCIATES OR LEADERSHIP TEAMS IDENTIFY BEST PRACTICES IN ANY AREA OF CARE, WE RAPIDLY REPLICATE THOSE ACROSS ALL CARE SITES.THE ORGANIZATION PROMOTES THE HEALTH OF THE COMMUNITY BY DELIVERING DIRECT HIGH QUALITY HEALTHCARE SERVICES THAT ARE RESPONSIVE TO THE NEEDS OF ITS PATIENTS AND THEIR FAMILIES. THIS INCLUDES COORDINATING COMMUNITY BENEFIT PROCESSES, PROVIDING GUIDANCE WITH COMMUNITY NEEDS ASSESSMENTS, AND ESTABLISHING CONSISTENT FINANCIAL ASSISTANCE AND CHARITY CARE POLICIES AND PROCEDURES. ADDITIONALLY, SCLHS BENEFITS AFFILIATES THROUGH QUALITY IMPROVEMENT AND PERFORMANCE EXCELLENCE INITIATIVES; SYSTEM-WIDE INFORMATION TECHNOLOGY IMPLEMENTATION AND INFRASTRUCTURE; STRATEGIC AND OPERATIONS DIRECTION AND OVERSIGHT; SUPPLY CHAIN MANAGEMENT AND PURCHASING; FINANCE ADMINISTRATION AND REVENUE CYCLE SUPPORT, BENEFITS ADMINISTRATION, RISK MANAGEMENT; DISASTER PLANNING AND CRISIS ASSISTANCE, CENTRAL CASH MANAGEMENT AND INVESTMENT, INTERNAL AUDIT, LEGAL SERVICES, TAX SERVICES AND MISSION INTEGRATION.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ST JAMES HEALTHCARE FOUNDATION
400 SOUTH CLARK ST	BUTTE	MT	59701	651202190	501(C)(3)	$211,348	SUPPORT FOR MISSION
DIGGER ATHLETIC ASSOCIATION
1300 W PARK ST	BUTTE	MT	59701	237010408	501(C)(3)	$6,000	SUPPORT FOR MISSION

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCESS FOR MONITORING GRANTS AND AWARDS THE ORGANIZATION KEEPS RECORDS TO SUPPORT THE AMOUNTS PROVIDED OR REASON FOR SUCH SUPPORT. ELIGIBILITY FOR FUNDING IS DETERMINED ON AN INDIVIDUAL BASIS, CONSIDERING THE USE OF THE FUNDS AND HOW THE USE RELATES TO THE ORGANIZATION'S MISSION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHAWN DUFFORD MD
DIRECTOR 9/1-12/31	$0	$476,834	$0	$65,891	$0	$14,838	$0	$87,580	$0	$21,814	$0	$666,957	$0	$0
THOMAS PETERSON MD
DIRECTOR 1/1-8/31	$0	$229,046	$0	$36,417	$0	$247,934	$0	$14,095	$0	$20,923	$0	$548,415	$0	$0
CHARLES WRIGHT
PRESIDENT & CEO	$0	$301,364	$0	$51,124	$0	$36,861	$0	$183,583	$0	$17,724	$0	$590,656	$0	$0
TRAVIS SCHEVING
VP & CFO 1/1-6/15	$0	$165,298	$0	$12,467	$0	$602	$0	$27,896	$0	$18,113	$0	$224,376	$0	$0
JEREMY BLANCHARD
CHIEF PHYSICIAN EXECUTIVE	$0	$178,009	$0	$33,926	$0	$0	$0	$38,607	$0	$11,984	$0	$262,526	$0	$0
KEVIN DENNEHY
VP STRATEGY-BUS DEVELOP-SJB	$0	$171,295	$0	$20,285	$0	$3,680	$0	$31,436	$0	$21,254	$0	$247,950	$0	$0
DENNIS SALISBURY MD
PSO VP CMO HEALTH NET	$0	$261,753	$0	$30,625	$0	$10,654	$0	$46,990	$0	$22,306	$0	$372,328	$0	$0
MARC NASH MD
PHYSICIAN RADIATION ONCOLOGIST	$508,614	$0	$0	$0	$27,002	$0	$21,200	$0	$2,443	$0	$559,259	$0	$0	$0
DANAE HANSEN MD
ANESTHESIOLOGIST	$410,414	$0	$0	$0	$3,052	$0	$21,200	$0	$20,315	$0	$454,981	$0	$0	$0
MARWAN MASSOUH MD
PHYSICIAN	$405,006	$0	$0	$0	$4,152	$0	$7,287	$0	$16,497	$0	$432,942	$0	$0	$0
DAVID SILK MD
PHYSICIAN ED	$276,091	$0	$3,750	$0	$1,958	$0	$21,200	$0	$19,174	$0	$322,173	$0	$0	$0
ALAN MAYER MD
PHYSICIAN ED	$272,370	$0	$3,750	$0	$4,940	$0	$20,542	$0	$15,335	$0	$316,937	$0	$0	$0
JAMES DOYLE
FORMER OFFICER	$0	$215,501	$0	$23,192	$0	$10,538	$0	$37,633	$0	$22,105	$0	$308,969	$0	$0
MOHAN NANDALUR MD
FORMER HIGHEST PAID EMPLOYEE	$0	$478,065	$0	$0	$0	$0	$0	$21,200	$0	$6,145	$0	$505,410	$0	$0
THOMAS AUFIERO MD
FORMER HIGHEST PAID EMPLOYEE	$0	$425,884	$0	$26,500	$0	$4,096	$0	$21,200	$0	$9,114	$0	$486,794	$0	$0
ALLEN NICHOLS MD
FORMER HIGHEST PAID EMPLOYEE	$0	$381,358	$0	$0	$0	$0	$0	$15,404	$0	$0	$0	$396,762	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3	THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE SCL HEALTH BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO SCL HEALTH'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY SCL HEALTH AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY SCL HEALTH'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, SCL HEALTH USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINES 4A-B	SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2016 WERE: TOM PETERSON, MD - $100,522. PAYMENTS FROM NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NOT FOR PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COST AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLANS PRIOR TO 2014 PRIOR TO 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS 5 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN AFTER DECEMBER 31, 2013. THE RELATED ORGANIZATION HAS DETERMINED THAT THESE BENEFITS SHOULD BE SUBJECT TO TAXATION AS THE AMOUNTS ARE VESTED RATHER THAN WHEN THEY ARE RECEIVED. AS A RESULT, THE TOTAL NONQUALIFIED RETIREMENT PLAN BENEFITS, WHICH WERE VESTED IN THE CURRENT YEAR, ARE CONSIDERED TAXABLE AND THUS WERE TAXED TO THE PARTICIPANTS. FOR SOME OF THE PARTICIPANTS, AN AMOUNT EQUAL TO THE PARTICIPANT'S EXPECTED INCOME TAX LIABILITY WAS WITHDRAWN FROM THE PARTICIPANT'S ACCOUNT AND REMITTED TO THE FEDERAL AND STATE GOVERNMENTS AS WITHHOLDING ON THE TAXABLE BENEFIT. NO CASH PAYMENT IS MADE DIRECTLY TO THE PARTICIPANT AND THE REMAINING BENFIT AMOUNT STAYS IN THE RETIREMENT PLAN. THE AMOUNTS WITHDRAWN FROM THE PLAN FOR TAXES IN 2016 WERE: NONE. FOR AMOUNTS CONTRIBUTED TO THE NQDC SERP PLAN PRIOR TO 2014, VESTED AMOUNTS ARE PAYABLE UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENT AND AMOUNTS TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. NQDC SERP PLANS STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. STARTING IN 2014, FOR CONTRIBUTIONS TO THE NQDC SERP PLAN, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2016. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2016 WERE: TOM PETERSON, MD - $114,483. IN ACCORDANCE WITH THE REQUIREMENTS OF SCHEDULE J, DEFERRED COMPENSATION EARNED OVER THE VESTING PERIOD IS REPORTED IN COLUMN C AND ANY AMOUNTS VESTED/PAID FROM A DEFERRED COMPENSATION PLAN ARE REPORTED IN COLUMN B(III). THUS, THE SAME AMOUNT WOULD BE REPORTED TWICE (FIRST WHEN IT ACCRUED DURING THE VESTING PERIOD AND AGAIN WHEN IT IS VESTED/PAID). THIS RESULTS IN THE APPEARANCE OF CERTAIN EXECUTIVES RECEIVING MORE THAN THEY ARE ACTUALLY PAID FROM THE DEFERRED COMPENSATION PLANS. COLUMN F IS INTENDED TO RECONCILE THIS DUPLICATION (BY REPORTING AMOUNTS INCLUDED IN COLUMN B(III) THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A SCHEDULE J FOR A PREVIOUS YEAR). HOWEVER, THE SIGNIFICANCE OF THE AMOUNTS LISTED IN COLUMN F IS OFTEN OVERLOOKED AND GIVEN THE COMPLEXITY OF THE SCHEDULE J REPORTING REQUIREMENTS, THE AMOUNTS SHOWN ARE EASILY MISUNDERSTOOD. TO DETERMINE TOTAL AMOUNT EARNED (RATHER THAN THE AMOUNT VESTED/PAID OUT) DURING THE YEAR, SUBTRACT THE AMOUNT IN COLUMN F FROM COLUMN E.
PART I, LINE 7	THE AT RISK COMPENSATION PLAN WAS ESTABLISHED TO ENABLE THE HEALTH CARE SYSTEM AND ITS CARE SITES TO ATTRACT AND ENGAGE QUALIFIED LEADERS AND TO PROVIDE SUCH LEADERS WITH AN ADDITIONAL PERFORMANCE COMPENSATION OPPORTUNITY TO PROMOTE AND FURTHER ITS CHARITABLE MISSION, VISION, STRATEGIC PRIORITIES AND KEY INITIATIVES. THE PLAN OPERATES ON A CALENDAR-YEAR BASIS AND IS FUNDED EACH YEAR BY MEETING THRESHOLD LEVELS OF OPERATING INCOME. TARGET AWARD AMOUNTS ARE A PERCENTAGE OF LEADERS' BASE PAY AS DETERMINED BY THEIR SPECIFIC ROLE AT THE HEALTH CARE SYSTEM. ACTUAL AWARDS ARE PAID OUT BASED ON ATTAINMENT OF BOARD APPROVED GOALS, INCLUDING OPERATING INCOME, STEWARDSHIP, PATIENT EXPERIENCE, EMPLOYEE SAFETY AND COMMUNITY BENEFIT/MISSION TARGETS. AWARDS ARE BASED ON THE BOARD'S DETERMINATION ON HOW WELL THE HEALTH CARE SYSTEM PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED FOR THAT PLAN YEAR. THE AT RISK COMPENSATION PLANS ARE BASED ON A COMBINATION OF PERFORMANCE MEASURES. PERFORMANCE MEASURES INCLUDE OPERATING INCOME, STEWARDSHIP, PATIENT EXPERIENCE, EMPLOYEE SAFETY AND COMMUNITY BENEFIT/MISSION TARGETS. THE AT RISK COMPENSATION PLAN SHALL BE INTERPRETED, APPLIED AND ADMINISTERED AT ALL TIMES IN ACCORDANCE WITH CODE SECTION 409A AND GUIDANCE ISSUED THEREUNDER. THE HEALTH CARE SYSTEM RESERVES THE RIGHT TO AMEND OR TERMINATE THIS PLAN AT ANY TIME FOR ANY REASON.
ADDITIONAL OFFICER AND BOARD DISCLOSURES	THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) AND RELATED TAX EXEMPT ORGANIZATIONS CONSISTS OF NINE HOSPITALS, NINE FOUNDATIONS, TWO SAFETY-NET CLINICS, ONE CHILDREN'S MENTAL HEALTH CENTER AND MORE THAN 190 AMBULATORY SERVICE CENTERS IN THREE STATES. SCLHS AND RELATED TAX EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING TRANSPARENCY AND ACCOUNTABILITY. IN KEEPING WITH SCLHS' CORE VALUE OF STEWARDSHIP, NO BOARD MEMBER SERVING ON THE BOARD OF DIRECTORS (BOARD) IS COMPENSATED FOR THAT SERVICE. SCLHS' BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH CARE SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
SALLY DWYER
SEE PART V	$86,809	EMPLOYMENT	0
MICAUL MCCLAFFERTY
SEE PART V	$11,352	EMPLOYMENT	0
JESSIE SALISBURY
SEE PART V	$255,678	EMPLOYMENT	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	DANETTE GLEASON (BOARD MEMBER), IS THE SISTER-IN-LAW OF SALLY DWYER, AN EMPLOYEE OF ST. JAMES HEALTHCARE.THERESE MCCLAFFERTY (BOARD MEMBER), IS THE MOTHER OF MICAUL MCCLAFFERTY, AN EMPLOYEE OF ST. JAMES HEALTHCARE.DENNIS SALISBURY (KEY EMPLOYEE), IS THE SPOUSE OF JESSIE DWYER, AN EMPLOYEE OF ST. JAMES HEALTHCARE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OR STOCKHOLDERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) IS THE SOLE MEMBER OF ST. JAMES HEALTHCARE.
FORM 990, PART VI, SECTION A, LINE 7A	POWER TO ELECT OR APPOINT MEMBERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., THE SOLE MEMBER OF ST. JAMES HEALTHCARE, APPROVES MEMBERS OF ST. JAMES HEALTHCARE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) HAS CERTAIN RESERVE POWERS TO APPROVE CHANGES TO THE ARTICLES OF INCORPORATION AND THE BYLAWS INCLUDING THE APPOINTMENT OR REMOVAL OF BOARD MEMBERS AND THE PRESIDENT/CEO. SCLHS ALSO HAS CERTAIN RESERVE POWERS OVER ANY CHANGE IN OWNERSHIP OF THE CORPORATION, CHANGE IN MISSION, ACQUISITION OF ASSETS, DISPOSAL OF ASSETS, LEASING OF ASSETS, INCURRENCE OF DEBT, MERGER OR DISSOLUTION, APPROVAL OF STRATEGIC PLANS AND BUDGETS, APPOINTMENT OF AUDITORS AND OVERSIGHT AND APPROVAL OF COMPENSATION AND BENEFITS FOR DIRECTORS, OFFICERS, KEY EMPLOYEES AND PHYSICIANS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF THE PARENT ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS). THE FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. ANY QUESTIONS ARE ADDRESSED TO THE TAX DIRECTOR OF SCLHS PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY ST. JAMES HEALTHCARE AND THE PARENT ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (COLLECTIVELY REFERRED TO AS SCL HEALTH), REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY BY PROVIDING EDUCATION AND TRAINING FOR ITS EMPLOYEES, STAFF, OFFICERS AND DIRECTORS. PERSONS CONSIDERED TO BE IN AN INFLUENTIAL POSITION, SUCH AS BOARD MEMBERS, OFFICERS, PHYSICIANS, EXECUTIVES AND MANAGERS ARE ALL REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS TO DISCLOSE ANY POTENTIAL CONFLICT ISSUES. THESE STATEMENTS ARE CAREFULLY REVIEWED BY THE SCL HEALTH INTEGRITY AND COMPLIANCE DEPARTMENT AND APPROPRIATE LEADERSHIP. A REPORT IS PROVIDED TO SCLHS' PRESIDENT/CEO AND THE BOARD OF DIRECTORS. THE BUSINESS AND AFFAIRS OF SCL HEALTH WILL AT ALL TIMES BE CONDUCTED IN A MANNER THAT IS SOLELY IN THE BEST INTERESTS OF SCL HEALTH AND NOT BE INFLUENCED BY CONFLICTING INTERESTS OF PERSONS RESPONSIBLE FOR ADMINISTERING THOSE AFFAIRS. THE EXISTENCE OF ANY CONFLICTS OF INTEREST WILL BE DISCLOSED AND THE PROCEDURES SET FORTH HEREIN WILL BE FOLLOWED. CERTAIN TRANSACTIONS SUGGESTIVE OF A CONFLICT OF INTEREST ARE PROHIBITED. ANY PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER SCL HEALTH IS CONSIDERED AN INTERESTED PERSON. THIS TERM INCLUDES, BUT IS NOT LIMITED TO THE FOLLOWING: - BOARD MEMBERS, BOARD COMMITTEE MEMBERS, OFFICERS AND DIRECTORS; - SENIOR LEADERS AND EXECUTIVES (CEO, PRESIDENT, SVP, VP, EXECUTIVE DIRECTORS); - EMPLOYED PHYSICIANS AND PHYSICIANS IN MEDICAL STAFF LEADERSHIP ROLES (E.G., DEPARTMENT CHAIRS, MEMBERS OF MEDICAL STAFF COMMITTEES); - MEDICAL DIRECTORS OF CLINICAL PROGRAMS THAT ASSESS, REVIEW, RECOMMEND OR REQUEST PURCHASE OF ANY SPECIFIC PHARMACEUTICAL PRODUCTS, MEDICAL DEVICES, SUPPLIES AND/OR EQUIPMENT; - DEPARTMENT DIRECTORS AND MANAGERS; AND - OTHER SELECT INDIVIDUALS IDENTIFIED BY LEADERSHIP WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, SUPPLY CHAIN AND FINANCE. UPON BECOMING AN INTERESTED PERSON AND ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT CONSTITUTE OR MIGHT LEAD TO A CONFLICT OF INTEREST BY COMPLETING THE CURRENT CONFLICT OF INTEREST AND GIFT DISCLOSURE STATEMENT ("STATEMENT") AS APPROVED BY THE CHIEF INTEGRITY AND COMPLIANCE OFFICER. THE CHIEF INTEGRITY AND COMPLIANCE OFFICER WILL OVERSEE THE REVIEW OF THE STATEMENTS AND THE RESOLUTION OF ANY IDENTIFIED CONFLICTS OF INTEREST AND ALERT THE SCL HEALTH CEO AND/OR THE CHAIR OF THE SCL HEALTH BOARD OF DIRECTORS TO ANY ITEMS OF CONCERN. WHEN AN INTERESTED PERSON BECOMES AWARE OF A CONFLICT OF INTEREST WHICH HAS NOT BEEN DISCLOSED ON A STATEMENT, HE OR SHE SHALL CONTACT THE LOCAL COMPLIANCE AND PRIVACY OFFICER OR THE CHIEF INTEGRITY AND COMPLIANCE OFFICER, OBTAIN A STATEMENT FORM, COMPLETE AND RETURN IT TO THE SCL HEALTH INTEGRITY AND COMPLIANCE DEPARTMENT. WHENEVER AN INTERESTED PERSON BECOMES AWARE THAT AN ARRANGEMENT WITH RESPECT TO WHICH HE OR SHE HAS A CONFLICT OF INTEREST IS BEING CONSIDERED, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS CONCERNING THE EXISTENCE AND NATURE OF THE CONFLICT OF INTEREST TO HIS OR HER SUPERVISOR (IF AN EMPLOYEE OTHER THAN THE ORGANIZATIONS SCL HEALTH CEO) OR TO THE APPLICABLE BOARD OR COMMITTEE CHAIR (IF THE SCL HEALTH CEO OR A BOARD OR COMMITTEE MEMBER), EVEN IF THE CONFLICT OF INTEREST HAS BEEN PREVIOUSLY DISCLOSED. WITH REGARD TO EMPLOYEES OTHER THAN THE SCL HEALTH CEO, THE INTERESTED PERSON'S SUPERVISOR WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. WITH REGARD TO THE SCL HEALTH CEO AND BOARD OR COMMITTEE MEMBERS, THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. PERSON(S) RESPONSIBLE FOR THE DETERMINATION SHOULD OBTAIN FURTHER GUIDANCE FROM THE SCL HEALTH INTEGRITY AND COMPLIANCE OR LEGAL DEPARTMENTS. UPON MAKING HIS OR HER DISCLOSURE, THE INTERESTED PERSON WILL LEAVE THE MEETING OR OTHERWISE REMOVE HIM OR HERSELF FROM THE DELIBERATIONS OR OTHER DECISION-MAKING PROCESS UNTIL SUCH TIME AS A DETERMINATION IS REACHED. IF A DETERMINATION HAS BEEN MADE THAT NO CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON MAY BE PRESENT AND PARTICIPATE IN THE DELIBERATION REGARDING THE TRANSACTION OR ARRANGEMENT. HOWEVER, IF AN INTERESTED PERSON HAS BEEN DETERMINED TO HAVE A CONFLICT OF INTEREST, HE OR SHE MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION OR ARRANGEMENT; BE PRESENT DURING THE DELIBERATION OR DECISION-MAKING; OR BE ALLOWED TO MAKE A PRESENTATION PRIOR TO THE DELIBERATION AND DECISION-MAKING ACTIVITIES. WHEN AN INTERESTED PERSON HAS A CONFLICT OF INTEREST, THE DECISION-MAKER/DECISION-MAKING BODY CONSIDERING THE TRANSACTION OR ARRANGEMENT WILL TAKE REASONABLE MEASURES, PRIOR TO APPROVING OR ENTERING INTO THE TRANSACTION OR ARRANGEMENT, TO ENSURE THAT THE PROPOSAL IS IN SCL HEALTH'S BEST INTERESTS. THE PROPOSED TRANSACTION OR ARRANGEMENT MAY PROCEED IF THE DECISION-MAKER/DECISION-MAKING BODY, AFTER HAVING BEEN FULLY INFORMED OF THE MATERIAL FACTS ESTABLISHING THE CONFLICT OF INTEREST, DETERMINES THAT THE TRANSACTION OR ARRANGEMENT IS IN SCL HEALTH'S BEST INTERESTS AND IS FAIR AND REASONABLE. A MAJORITY VOTE OF THE DISINTERESTED DECISION-MAKERS IS REQUIRED WHEN A DETERMINATION IS MADE BY A BOARD, COMMITTEE OR OTHER DECISION-MAKING BODY. MANAGEMENT OF POTENTIAL CONFLICTS IS DONE BY THE CHIEF INTEGRITY AND COMPLIANCE OFFICER AND/OR CARE SITE COMPLIANCE AND PRIVACY OFFICERS AND REPORTED ANNUALLY TO THE CARE SITE LEADERSHIP COMMITTEES AND/OR EXECUTIVE INTEGRITY AND COMPLIANCE COMMITTEE, THE AUDIT COMMITTEE, ORGANIZATIONAL INTEGRITY AND COMPLIANCE COMMITTEE OF THE SCL HEALTH BOARD OF DIRECTORS. ANY REPORTED CONFLICTS OR POTENTIAL CONFLICTS WILL ALSO BE REPORTED TO AND REVIEWED BY THE SCL HEALTH TAX DIRECTOR FOR COMPLIANCE WITH THE FORM 990 TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE SCL HEALTH BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO SCL HEALTH'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY SCL HEALTH AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY SCL HEALTH'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, SCL HEALTH USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	ADJUSTMENT TO JOINT VENTURE INCOME -19,521. EQUITY TRANSFER - FUND NEGATIVE CASH BALANCES IN PHYSICIAN CLINICS -10,400,000. EQUITY TRANSFER - INTEREST EXPENSE IN EXCESS OF INTEREST INCOME -625,478.
FORM 990, PART XI:	ST. JAMES HEALTHCARE IS RELATED TO ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE ST. JAMES HEALTHCARE COMMUNITY AND SUPPORTS THE MISSION OF ST. JAMES HEALTHCARE. ALTHOUGH ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC IS NOT OWNED DIRECTLY BY ST. JAMES HEALTHCARE, ST. JAMES HEALTHCARE IS REQUIRED TO FUND ALL OPERATING LOSSES OF ST. JAMES HEALTHCARE PHYSICIAN BILLING, LLC THROUGH EQUITY TRANSFERS TO SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. IN 2016, LOSSES RELATED TO THE PHYSICIAN PRACTICES WERE $5,146,236.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MEDICAL ARTS PARTNERSHIP LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 SOUTH CLARK STREET	AddressLine1Txt
City	BUTTE	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59701	ZIPCd

Field	Value	IRS element (for citing)
EIN	202691618	EIN
Primary Activities	RENTAL REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	MT	LegalDomicileStateCd
Total Income	$365,021	TotalIncomeAmt
End Of Year Assets	$5,760,486	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ST JAMES HEALTHCARE	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC
500 ELDORADO BLVD SUITE 4300	BROOMFIELD	CO	80021	237379161	MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES	KS	501(C)(3)	LINE 12C, III-FI	N/A	0
INTEGRITY HEALTH
500 ELDORADO BLVD SUITE 4300	BROOMFIELD	CO	80021	474520350	SUPPORTING ORGANIZATION	CO	501(C)(3)	LINE 12C, III-FI		0	SCLHS
BRIGHTON COMMUNITY HOSPITAL ASSOCIATION
1600 PRAIRIE CENTER PARKWAY	BRIGHTON	CO	80601	840482695	HOSPITAL SERVICES	CO	501(C)(3)	LINE 3		0	INTEGRITY HEALTH
PLATTE VALLEY MEDICAL CENTER FOUNDATION
1600 PRAIRIE CENTER PARKWAY	BRIGHTON	CO	80601	742255936	SUPPORTING ORGANIZATION	CO	501(C)(3)	LINE 12A, I		0	BRIGHTON COMMUNITY HOSPITAL ASSOCIATION
MOUNT ST VINCENT HOME INC
4159 LOWELL BOULEVARD	DENVER	CO	80211	840405260	RESIDENT CARE	CO	501(C)(3)	LINE 10		0	SCLHS
NJH-SJH INC
500 ELDORADO BLVD SUITE 4300	DENVER	CO	80211	471194849	MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES	CO	501(C)(3)	LINE 12A, I		0	SCLHS
SAINT JOSEPH HOSPITAL INC
1375 EAST 19TH AVENUE	DENVER	CO	80218	840417134	HOSPITAL SERVICES	CO	501(C)(3)	LINE 3		0	SCLHS
SAINT JOSEPH HOSPITAL FOUNDATION
1375 EAST 19TH AVENUE	DENVER	CO	80218	840735096	SUPPORT RELATED TAX EXEMPT ORGANIZATIONS	CO	501(C)(3)	LINE 10		0	SAINT JOSEPH HOSPITAL INC
SCL HEALTH - FRONT RANGE INC
500 ELDORADO BLVD SUITE 4300	BROOMFIELD	CO	80021	841103606	HOSPITAL SERVICES	CO	501(C)(3)	LINE 3		0	SCLHS
GOOD SAMARITAN MEDICAL CENTER FOUNDATION
200 EXEMPLA CIRCLE	LAFAYETTE	CO	80026	841649162	SUPPORT RELATED TAX EXEMPT ORGANIZATIONS	CO	501(C)(3)	LINE 7		0	SCL HEALTH-FRONT RANGE INC
LUTHERAN MEDICAL CENTER FOUNDATION
8300 WEST 38TH AVENUE	WHEAT RIDGE	CO	80033	208846152	SUPPORT RELATED TAX EXEMPT ORGANIZATIONS	CO	501(C)(3)	LINE 7		0	SCL HEALTH-FRONT RANGE INC
ST MARYS HOSPITAL & MEDICAL CENTER INC
2635 NORTH 7TH STREET	GRAND JUNCTION	CO	81501	840425720	HOSPITAL SERVICES	CO	501(C)(3)	LINE 3		0	SCLHS
ST MARYS HOSPITAL FOUNDATION
2635 NORTH 7TH STREET	GRAND JUNCTION	CO	81501	237001007	SUPPORTING ORGANIZATION	CO	501(C)(3)	LINE 12A, I		0	ST MARYS HOSPITAL & MEDICAL CENTER INC
CARITAS CLINICS INC
818 NORTH 7TH STREET	LEAVENWORTH	KS	66048	481009910	CLINIC SERVICES	KS	501(C)(3)	LINE 3		0	SCLHS
MARIAN CLINIC INC
3164 EAST 6TH AVENUE	TOPEKA	KS	66607	481046905	CLINIC SERVICES	KS	501(C)(3)	LINE 3		0	SCLHS
ST FRANCIS HEALTH CENTER INC
1700 SOUTHWEST 7TH STREET	TOPEKA	KS	66606	480547719	HOSPITAL SERVICES	KS	501(C)(3)	LINE 3		0	SCLHS
ST FRANCIS HEALTH CENTER FOUNDATION
1700 SOUTHWEST 7TH STREET	TOPEKA	KS	66606	481092520	SUPPORTING ORGANIZATION	KS	501(C)(3)	LINE 12A, I		0	ST FRANCIS HEALTH CENTER INC
HOLY ROSARY HEALTHCARE
2600 WILSON STREET	MILES CITY	MT	59301	810231792	HOSPITAL SERVICES	MT	501(C)(3)	LINE 3		0	SCLHS
HOLY ROSARY HEALTHCARE FOUNDATION INC
2600 WILSON STREET	MILES CITY	MT	59301	202270238	SUPPORTING ORGANIZATION	MT	501(C)(3)	LINE 12A, I		0	HOLY ROSARY HEALTHCARE
ST JAMES HEALTHCARE FOUNDATION INC
400 SOUTH CLARK STREET	BUTTE	MT	59701	651202190	SUPPORTING ORGANIZATION	MT	501(C)(3)	LINE 12A, I		Yes (1)	ST JAMES HEALTHCARE
ST VINCENT HEALTHCARE
1233 NORTH 30TH STREET	BILLINGS	MT	59101	810232124	HOSPITAL SERVICES	MT	501(C)(3)	LINE 3		0	SCLHS
ST VINCENT HEALTHCARE FOUNDATION INC
1106 NORTH 30TH STREET	BILLINGS	MT	59101	810468034	SUPPORT RELATED TAX EXEMPT ORGANIZATIONS	MT	501(C)(3)	LINE 7		0	ST VINCENT HEALTHCARE

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd
DENVER WEST ENDOSCOPY CENTER LLC
382 S ARTHUR AVENUE	LOUISVILLE	CO	80027	460788218	OP ENDOSCOPY	CO	N/A
LUTHERAN CAMPUS ASC LLC
3455 LUTHERAN PKWY STE 150	WHEATRIDGE	CO	80033	020749532	OP SURGERY	CO	N/A
SCLH-GI ENDOSCOPY HOLDINGS LLC
382 S ARTHUR AVENUE	LOUISVILLE	CO	80027	812979243	OP ENDOSCOPY	CO	N/A
SCLTDI JV LLC
1431 PERRONE WAY	FRANKLIN	TN	37069	472294770	RADIOLOGY	DE	N/A
ATHLETIC MEDICINE & PERFORMANCE LLC
1144 NORTH 28TH STREET	BILLINGS	MT	59101	272270640	PHYSICAL THERAPY	MT	N/A
GRAND VALLEY SURGICAL CENTER LLC
710 WELLINGTON	GRAND JUNCTION	CO	81501	841505075	OP SURGERY	CO	N/A
HEALTHCARE MANAGEMENT LLC
PO BOX 1929	GRAND JUNCTION	CO	81502	841238904	MANAGEMENT SERVICES	CO	N/A
PAVILION IMAGING LLC
750 WELLINGTON	GRAND JUNCTION	CO	81501	030516198	RADIOLOGY	CO	N/A
SAN JUAN CANCER CENTER LLC
600 SOUTH 5TH STREET	MONTROSE	CO	81401	202856331	OP CANCER	CO	N/A
SMHMMH AIR MEDICAL TRANSPORT LLC
500 ELDORADO BLVD SUITE 4300	BROOMFIELD	CO	80021	473525381	MEDICAL AIR TRANSPORT	CO	N/A
EKG INTERPRETATION SERVICE
3464 S WILLOW STREET SUITE 111	DENVER	CO	80231	840927945	EKG INTERPRETATION	CO	N/A
ST JOSEPH EKG READER PANEL
3464 S WILLOW STREET SUITE 174	DENVER	CO	80231	841269895	EKG READING	CO	N/A
CODY MEDICAL ARTS COMPLEX LLC
720 LINDSAY LANE	CODY	WY	82414	331031839	RENTAL REAL ESTATE	WY	N/A
MED-MAP LLC
PO BOX 1295	BILLINGS	MT	59103	810491356	RENTAL REAL ESTATE	MT	N/A
YELLOWSTONE SURGERY CENTER LLC
1144 NORTH 28TH STREET	BILLINGS	MT	59101	721519467	OP SURGERY	MT	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
APEX SURGICAL PARTNERS INC
1610 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	473268324	MEDICAL SERVICES	CO	N/A	C	0
EAGLE RIDGE MEDICAL INC
1606 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	462387681	MEDICAL SERVICES	CO	N/A	C	0
HIGH PLAINS HEART AND VASCULAR CENTER INC
1610 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	272038197	MEDICAL SERVICES	CO	N/A	C	0
INTEGRATIVE INTERNAL MEDICINE AND MEDICAL ACUPUNCTURE INC
1610 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	274433325	MEDICAL SERVICES	CO	N/A	C	0
MOUNTAIN VIEW ORTHOPEDICS INC
1610 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	275382523	MEDICAL SERVICES	CO	N/A	C	0
PVMC MEDICAL TEAM INC
1606 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	473988808	MEDICAL SERVICES	CO	N/A	C	0
PVMC PHYSICIAN SERVICES INC
1606 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	943458548	MEDICAL SERVICES	CO	N/A	C	0
PLATTE VALLEY MEDICAL TEAM INC
1606 PRAIRIE CENTER PARKWAY SUITE 2	BRIGHTON	CO	80601	841110470	MEDICAL SERVICES	CO	N/A	C	0
CARITAS INC AND SUBSIDIARIES
500 ELDORADO BLVD SUITE 4300	BROOMFIELD	CO	80021	480941069	HEALTHCARE	KS	N/A	C	0
ST FRANCIS ACCOUNTABLE HEALTH NETWORK INC
1700 SOUTHWEST 7TH STREET	TOPEKA	KS	66606	462874128	HEALTHCARE	KS	N/A	C	0
LEAVEN INSURANCE COMPANY LTD
				980370522	INSURANCE		N/A	C	0	23 LIME TREE BAY AVENUE WEST BAY R	GRAND CAYMAN	CJ	KY1-1102	CJ

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt
ST JAMES HEALTHCARE FOUNDATION
B	$211,348
ST JAMES HEALTHCARE FOUNDATION
C	$417,450