2016-11-14T11:07:07-06:00 2015-12-31 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE SUITE 1700 IRVINE CA 92612 990 2015-01-01 951643336 METHODIST HOSPITAL OF SOUTHERN CALIFORNIA % WILLIAM GRIGG METH 6264454441 300 W Huntington Drive Arcadia CA 91007 WILLIAM GRIGG SVP & CFO 6264454441 2016-11-14 true KARA ADAMS P00023315 9497942300 2015 2017-02-10 21:41:12Z DAN AUSMAN 300 W HUNTINGTON DRIVE ARCADIA CA 91007 308507335 false X www.methodisthospital.org X 1937 CA TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT'S EMOTIONAL AND SPIRITUAL NEEDS AND ENABLING THEM TO ACHIEVE HEALTH FOR LIFE. 15 14 2262 738 0 0 922487 3042566 292772008 300587192 3113672 1961417 2243383 2916160 299051550 308507335 0 0 0 0 138777408 141495435 0 0 0 146049350 149535280 284826758 291030715 14224792 17476620 519748884 467730936 349129856 332663048 170619028 135067888 TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT'S EMOTIONAL AND SPIRITUAL NEEDS AND ENABLING THEM TO ACHIEVE HEALTH FOR LIFE. false false 541900 240839661 0 300587192 METHODIST HOSPITAL IS A 581-LICENSED BED, NOT-FOR-PROFIT COMMUNITY HOSPITAL LOCATED IN ARCADIA, CA. FOUNDED IN 1903, METHODIST HOSPITAL IS COMMITTED TO PROVIDING EXCELLENT PATIENT CARE DELIVERED WITH COMPASSION AND RESPECT. METHODIST HOSPITAL PROVIDES CLINICAL SERVICES, DIAGNOSTIC TESTING, INPATIENT AND OUTPATIENT SURGERY, INTENSIVE CARE UNITS, A TRANSITIONAL CARE UNIT, CARDIAC CATHETERIZATION, CARDIAC SURGERY, CHEST PAIN CENTER, A STROKE PROGRAM, CANCER SERVICES, HIP AND KNEE REPLACEMENT, SPINE SURGERY, MATERNITY SERVICES, WEIGHT LOSS SURGERY, PHYSICAL THERAPY, ACUTE PHYSICAL REHABILITATION, AND WOUND HEALING CENTER. 240839661 true true false true false false false false true true true false false false true true false true false false true false false false false false true true false false true false false false true false false true false false false false false true true true true false false true 274 0 true 2262 true false false false false false false false false false false X 15 14 false false false false true true false true true false false true true true true true true true true false CA X WILLIAM GRIGG 6268212310 300 W HUNTINGTON DRIVE ARCADIA CA 91007 Kathleen Ellison Director/Chairman 2.0 0.0 X X 0 0 0 William Lewis Director/Vice Chairman 2.0 0.0 X X 0 0 0 James Romo Director/Secretary 2.0 0.0 X X 0 0 0 James Eberhardt Director/Treasurer 2.0 0.0 X X 0 0 0 Mele Faiva Blagojevich Director 2.0 0.0 X 0 0 0 Richard Hale Director 2.0 0.0 X 0 0 0 George Blanco Director 2.0 0.0 X 0 0 0 Andrew Lee MD Director 2.0 0.0 X 0 0 0 Aja Tulleners Lesh Director 2.0 0.0 X 0 0 0 E DeWayne McMullin Director 2.0 0.0 X 0 0 0 Robert Papadopoulos MD Director 2.0 0.0 X 0 0 0 Lucy Shih MD Director 2.0 0.0 X 0 0 0 Michael Tsia Director 2.0 0.0 X 0 0 0 Kevin McFarlane Director 2.0 0.0 X 0 0 0 Dan Ausman Director/President/CEO 39.0 1.0 X X 1128656 0 11981 REV DR PHILIP BERTOLO WOOD DIRECTOR 2.0 0.0 X 0 0 0 William Grigg Assistant Treasurer/CFO 39.0 1.0 X 540361 0 19850 Kathryn Puncer Assistant Secretary 39.0 1.0 X 97131 0 6963 Steve Sisto Sr. Vice President/COO 40.0 0.0 X 521024 0 14581 David Neal RN Chief Nursing Officer 40.0 0.0 X 290006 0 10956 Bala S Chandrasekhar MD Chief Medical Officer 40.0 0.0 X 478538 0 14581 Clifford Daniels Chief Strategy Officer 40.0 0.0 X 376309 0 19896 Michael Driebe President of the Foundation 2.0 38.0 X 287521 0 8730 Vanessa Woo Charge RN 40.0 0.0 X 242555 0 3454 Delia Jervis Director of Nursing Special Pr 40.0 0.0 X 240824 0 11763 4202925 0 122755 304 false true false PRECYSE SOLUTIONS LLC PO BOX 11407 BIRMINGHAM AL 35246 Health Coding Svcs 2540587 RENOVO SOLUTIONS LLC 1801 E PARKCOURT PLBLDG D SUITE SANTA ANA CA 92701 HLTH EQUIP MAINT 1745235 Siemens Medical Solutions P O Box 120001 Dept 0733 DALLAS TX 753120733 Equip repair & maint 1721708 Allscripts Healthcare LLC P O Box 8538-0133 PHILADELPHIA PA 191710133 IT Maintenance svcs 1101457 Risarc Consulting LLC 303 N Glenoaks Blvd BURBANK CA 91502 Revenue Cycle svcs 1034683 21 3042566 3042566 PATIENT SERVICE REVENUE 541900 296672471 296672471 CAPITATED PREMIUM REVENUE 541900 3191216 3191216 REBATES/OTHER REVENUE 623000 723505 723505 300587192 1961417 1961417 0 0 0 0 0 0 0 0 0 EMPLOYEE/VISITOR MEALS 722514 1302841 1302841 CHILDCARE 624410 1132025 1132025 ALL OTHER REVENUE 623000 481294 481294 2916160 308507335 300587192 4877577 0 0 0 0 2641511 2641511 28953 28953 112428633 93352913 19075720 750900 609218 141682 17201553 13955914 3245639 8443885 6850668 1593217 0 603415 603415 335004 335004 29607 29607 0 0 7550215 7288447 261768 467056 467056 8770063 7805311 964752 3355030 3355030 0 2934548 1947608 986940 348449 38329 310120 0 77711 19428 58283 17976854 13713366 4263488 0 16167204 12242576 3924628 1461882 952701 509181 MEDI-CAL PROVIDER FEE 27780805 27780805 MEDICAL SUPPLIES 35660742 35601013 59729 EQUIPMENT RENTAL & MAINT 6385366 6344893 40473 MEDICAL TRANSCRIPTIONS 1389341 1389341 18241988 10918177 7323811 291030715 240839661 50191054 0 2350 2350 20310541 37264975 0 0 44369904 42487579 260000 260000 0 0 0 0 3021831 3613038 28085026 14256644 472522063 216766615 264484835 255755448 119830426 78696800 9569081 10348626 14452475 16700437 0 0 15362415 8345039 519748884 467730936 54794503 29236766 0 0 0 0 259727658 0 0 0 0 0 0 272279000 14000000 10000000 20607695 21147282 349129856 332663048 X 157558059 119161024 11076077 13279306 1984892 2627558 170619028 135067888 519748884 467730936 X 17476620 -3195279 -49832481 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 29607 29607 false Schedule C, Part I, Line 1I Methodist Hospital of Southern California paid dues of approximately $197,252 to the California Hospital Association. Of these dues, $29,607 is attributable to lobby related expenses for healthcare issues. 1984892 642666 2627558 1970457 14435 1984892 1832806 137651 1970457 1767926 64880 1832806 1701456 66470 1767926 1.00000 false true true 0 0 223376214 68851411 154524803 21792951 16653848 5139103 219049076 130008234 89040842 8303822 1253122 7050700 255755448 0 SELF-INSURANCE CLAIMS 17299000 DUE TO THIRD PARTY PAYORS 2621659 OTHER LIABILITIES 1226623 21147282 X SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS Chaplaincy: $222,548 Pasadena Foundation: 2,000 Berger Memorial: 1,000,000 Memorial: 38,463 Other: 237,462 Homecare/Pharmacy/Education: 51,002 Nursing: 156,717 Emergency: 287,500 Homeless Respite Care: 631,866 --------------- 2,627,558 SCHEDULE D, PART X, LINE 2 FIN 48(ASC740) FOOTNOTE MHSC has adopted the provisions of Accounting Standards Codification (ASC) 740, Accounting for Income Taxes, related to accounting for uncertainty in income taxes, which prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The guidance requires that the entity account for and disclose in the consolidated financial statements the impact of a tax position if that position will more likely than not be substantiated upon examination. MHSC has evaluated the financial statement impact of tax positions taken or expected to be taken and determined it has no uncertain tax positions that would require tax assets or liabilities to be recorded in accordance with accounting guidance for either December 31, 2015 or 2014. Central America and the Caribbean Investments 8321406 8321406 8321406 true false true true false false SCHEDULE F, PART I, LINE 3, COLUMN F THE ACCRUAL METHOD WAS USED FOR AMOUNTS ON LINE 3. true true true X true X true true true false true true 398378 398378 0.00140 72537576 48239480 24298096 0.08350 189203 189203 0.00070 73125157 48239480 24885677 0.08560 3374023 3374023 0.01160 1002713 731570 271143 0.00090 144921677 135380979 9540698 0.03280 149298413 136112549 13185864 0.04530 222423570 184352029 38071541 0.13090 456233 456233 0.00160 456233 456233 0.00160 true 3359497 91444220 101818424 -10374204 X true true 1 1 Methodist Hospital of Southern CA 300 West Huntington Drive Arcadia CA 910073402 WWW.METHODISTHOSPITAL.ORG LICENSE #930000103 X X X 1 METHODIST HOSPITAL OF SOUTHERN CA 1 false false true X X X X X X X X X 13 true false false true X SEE PART V, SECTION C X true 14 true SEE PART V, SECTION C false false true X 200. 350. X X X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PT V, SEC C X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 METHODIST HOSPITALS COMMUNITY HEALTH NEEDS ASSESSMENT COMPILED A VARIETY OF DEMOGRAPHIC AND HEALTH DATA AND INFORMATION, GATHERED FROM BOTH PRIMARY AND SECONDARY DATA SOURCES. WE DID TAKE INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. THE FIRST PHASE OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT INVOLVED THE COLLECTION AND ANALYSIS OF DEMOGRAPHIC DATA, INCLUDING HEALTH STATUS INFORMATION FOR THE METHODIST HOSPITAL SERVICE AREA AND SERVICE PLANNING AREA (SPA) 3 POPULATIONS. THE FOLLOWING DATA WERE ANALYZED: POPULATION BY CITY, HOUSEHOLD SIZE AND INCOME, AGE, ETHNICITY, BIRTH STATISTICS, DEATH STATISTICS, DESIGNATED HEALTH PROFESSIONAL SHORTAGE AREAS, AND HISTORICAL UTILIZATION OF HEALTH SERVICES. WHEREVER POSSIBLE, SERVICE AREA HEALTH EXPERIENCE AND UTILIZATION WERE BENCHMARKED TO HEALTHY PEOPLE 2020 TARGETS. IN ADDITION, TO ASSIST WITH PROVIDING CONTEXT, METHODIST HOSPITALS SERVICE AREA DEMOGRAPHICS WERE COMPARED TO LOS ANGELES COUNTY AS A WHOLE. THE SECOND PHASE OF THE NEEDS ASSESSMENT FOCUSED ON QUALITATIVE PRIMARY RESEARCH. SELECTED INDIVIDUALS WERE INVITED VIA PHONE AND/OR EMAIL TO PARTICIPATE IN THIS COMMUNITY CONSULTATION. NO ONE FROM WHOM WE SOLICITED INPUT DECLINED TO PARTICIPATE. UPON AGREEMENT TO PARTICIPATE, A CONFIRMATION NOTICE WAS SENT VIA EMAIL. THIS LETTER CONTAINED AN OVERVIEW OF OUR PURPOSE, AS WELL AS A LIST OF QUESTIONS TO BE ASKED. BEGINNING SEPTEMBER 5, INPUT WAS OBTAINED OVER A FIVE-WEEK PERIOD THROUGH TELEPHONE AND ON-SITE INTERVIEWS WITH OFFICIALS FROM LOS ANGELES COUNTY DEPT. OF PUBLIC HEALTH, LEADERS OF PRIVATE AND PUBLIC COMMUNITY SERVICE ORGANIZATIONS, LOCAL RELIGIOUS LEADERS, AND LOCAL PHYSICIANS. ORGANIZATIONS/ENTITIES FROM WHOM METHODIST HOSPITAL SOLICITED INPUT INCLUDE, BUT ARE NOT LIMITED TO, THE AMERICAN CANCER SOCIETY, COMMUNITY HEALTH ALLIANCE OF PASADENA (AN FQHC), SANTA ANITA FAMILY SERVICES, ARCADIA COMMUNITY CENTER, DUARTE SENIOR CENTER, HERALD CHRISTIAN HEALTH CENTER, BUDDHAS LIGHT INTL ASSOCIATION-ARCADIA CHAPTER, UNITED METHODIST CHURCH, COMPREHENSIVE PERINATAL SERVICES PROGRAM (CPSP) CLINIC-DUARTE, METHODIST HOSPITAL BOARD OF DIRECTORS, METHODIST HOSPITAL EMERGENCY DEPARTMENT, AND LOCAL PRIVATE PHYSICIANS. GROUPS AND INDIVIDUALS FROM WHOM METHODIST HOSPITAL SOLICITED INPUT PROVIDE SERVICES TO UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN THE METHODIST HOSPITAL SERVICE AREA, INCLUDING, BUT NOT LIMITED TO, SENIOR CITIZENS, UNINSURED INDIVIDUALS AND FAMILIES, UNEMPLOYED ADULTS, PATIENTS WITH CHRONIC HEALTH ISSUES, PLUS ASIAN AND LATINO FAMILIES AT LARGE. USING HEALTHY PEOPLE 2020 TARGETS AS BENCHMARKS WHERE APPLICABLE, METHODIST HOSPITAL UTILIZED THE INPUT RECEIVED FROM ALL OF THE ABOVE ORGANIZATIONS, PLUS QUANTITATIVE DATA GATHERED FROM MHSC AND PUBLIC SOURCES, TO IMPROVE OUR UNDERSTANDING OF KEY HEALTH ISSUES IN THE SAN GABRIEL VALLEY, AND TO IDENTIFY POTENTIAL OPPORTUNITIES TO COLLABORATE WITH THESE ORGANIZATIONS TO IMPROVE THE OVERALL HEALTH STATUS OF OUR SERVICE AREA POPULATION. SCHEDULE H, PART V, SECTION B, LINE 7A THE CHNA IS AVAILABLE AT: http://www.methodisthospital.org/Pages/Community-Reports.aspx SCHEDULE H, PART V, SECTION B, LINE 10A THE IMPLEMENTATION STRATEGY IS AVAILABLE AT: http://www.methodisthospital.org/Documents/2014%20Community%20Needs%20Asse ssment.pdf SCHEDULE H, PART V, SECTION B, LINE 11 THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED THE FOLLOWING SIGNIFICANT PRIORITY HEALTH NEEDS: - HEALTH CONDITIONS, INCLUDING HEART DISEASE, STROKE, DIABETES, AND CANCER - ACCESS TO HEALTH SERVICES FOR ADULTS - SENIOR HEALTH, INCLUDING FLU SHOTS AND HIGH BLOOD PRESSURE OBJECTIVES ADDRESSED IN THE COMMUNITY BENEFITS PLAN: DURING FISCAL YEAR 2015, METHODIST HOSPITAL PURSUED THE FOLLOWING OBJECTIVES IN ITS COMMUNITY BENEFITS PLAN: 1. TO CONTINUE TO INCREASE ACCESS TO HEALTH CARE SERVICES FOR THE COMMUNITY. 2. TO CONTINUE TO PROVIDE HEALTH EDUCATION, SCREENINGS, AND SUPPORT SERVICES FOR THE PUBLIC BASED ON IMPORTANT HEALTH CONCERNS, SUCH AS HEART DISEASE, STROKE, DIABETES, AND CANCER. 3. TO CONTINUE TO PROVIDE HEALTH EDUCATION, SCREENINGS, AND SUPPORT SERVICES FOR SENIORS THROUGH A DEDICATED 50+ HEALTH CONNECTION PROGRAM. COMMUNITY BENEFITS PLAN ACTIVITIES: IN FISCAL YEAR 2015, METHODIST HOSPITAL PROVIDED A VARIETY OF PROGRAMS AND SERVICES IN SUPPORT OF THESE OBJECTIVES. SOME OF THE SERVICES PROVIDED WERE: OPERATING A 26-BED EMERGENCY DEPARTMENT 24-HOURS A DAY, PROVIDING CHARITY CARE FOR PATIENTS WITHOUT THE ABILITY TO PAY FOR NECESSARY TREATMENT, ABSORBING THE UNPAID COSTS OF CARE FOR PATIENTS WITH MEDI-CAL, ABSORBING THE UNPAID COSTS OF CARE FOR PATIENTS WITH MEDICARE, OPERATING ESSENTIAL COMMUNITY SERVICES SUCH AS A LEVEL II NEONATAL INTENSIVE CARE UNIT, MATERNAL CHILD HEALTH, AND CARDIAC REHABILITATION AT A LOSS; PROVIDING FREE PHYSICIAN REFERRALS TO THE COMMUNITY, PROVIDING HEALTH EDUCATION, SUPPORT AND SCREENING PROGRAMS ON A VARIETY OF TOPICS RANGING FROM PREPARED CHILDBIRTH TO GRIEF AND LOSS; PROVIDING HEALTH EDUCATION AND INFORMATION IN ENGLISH AND CHINESE (MANDARIN); CONDUCTING FREE YEAR-ROUND BLOOD PRESSURE SCREENINGS, INCLUDING FREE ACCESS TO A LOCAL MALL KIOSK; A DEDICATED SENIOR SERVICES PROGRAM OF HEALTH EDUCATION, INFORMATION AND COUNSELING; AND A HEALTH MINISTRIES PROGRAM ASSISTING LOCAL CONGREGATIONS BY PROVIDING GUIDANCE, SUPPORT, AND RESOURCES TO PARISH NURSES AND HEALTH CABINETS. THERE WERE NO UNADDRESSED NEEDS. SCHEDULE H, PART V, SECTION B, LINES 16A, 16B, & 16C THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY OF THE FAP ARE AVAILABLE AT: http://www.methodisthospital.org/forpatients/Pages/Patient-Financial-Resou rce.aspx SCHEDULE H, PART V, SECTION B, LINE 22D OTHER METHOD FOR DETERMINING MAXIMUM CHARGED AMOUNT Inpatient Rate: 110% of medicare rates. Outpatient Rate: 35% of total charges. SCHEDULE H, PART I, LINE 7 Cost of charity is on the Hospital's cost accounting system, which addresses all patient segments. Other benefits - based on actual costs provided by various departments of the organization and collected/validated by the Community Outreach department. SCHEDULE H, PART I, LINE 7G NONE OF THE COSTS ARE ATTRIBUTABLE TO PHYSICIAN CLINICS. SCHEDULE H, PART II 2015 Community Building Activities Access to Health Care Services Methodist Hospital community benefit services include: operating a 26-bed emergency department 24-hours a day (57,630 visits), providing charity care for patients without the ability to pay for necessary treatment (890 patients served), absorbing the unpaid costs of care for patients with Medi-Cal (25,152 patients served), and absorbing the unpaid costs of care for patients with Medicare (25,348 patients served). Given the importance of providing expert care in the community, Methodist Hospital operates several essential hospital services at a financial loss: a Level II Neonatal Intensive Care Unit, a Maternal Child Health program, and Cardiac Rehabilitation. To assist area residents with finding a physician, Methodist Hospital offers a free Physician Referral Service. Residents may telephone 1-888-388-2838, a dedicated physician referral center (average of 155 callers a month); search for a physician on the hospital web site (average of 825 profile clicks a month), or call a dedicated Chinese-language Hot Line to receive referrals. Physician referrals are fulfilled based on physician specialty, location, gender, language, and office hours; and insurance (including Medi-Cal and senior health insurance plans). Methodist Hospitals Health Ministries (Parish Nurse) program develops and supports holistic health programs in faith communities. Now in its 19th year, Methodist Hospital provides free education and training, information and resources in the areas of wellness promotion and disease prevention to improve the health of our community. In Fiscal Year 2015, Methodist Hospital continued its formal Health Ministries program with six churches and nine volunteer Faith Community nurses. The Health Ministries program operates at the following locations: Holy Angels Catholic Church (located in Arcadia), First United Methodist Church (Temple City), Faith United Methodist Church (Temple City), Mission Community United Methodist Church (Rosemead), True Light Presbyterian Church (Alhambra); and Westminster Gardens, a retirement community located in Duarte. In addition, Methodist Hospital has a relationship with three "limited" partners (there is no parish nurse commitment), providing education and information to the member churches and organizations. In Fiscal Year 2015, Methodist Hospital offered six health-related luncheon programs, with a total attendance of 350 persons. In Fiscal Year 2015, the Director of Spiritual Care at Methodist Hospital conducted a weekend Health Ministries Retreat in January, hosted five Health Ministries meetings for faith community nurses (in January, March, May, July, and September) and one meeting for continuing education for nurses (in November). In addition, the Director of Spiritual Care provided consultations with churches, speaking engagements at various community settings, and facilitated a supervisory peer group of students from other centers. Health Education, Support and Screening In Fiscal Year 2015, Methodist Hospital offered health education and information, support, and screening services for the public in many different specialties, including maternal child health, heart disease and stroke, cancer, and diabetes. These services were available through attending community programs, the hospital website (includes a calendar of events, hospital services, and a health encyclopedia), and hospital mailers distributed to targeted households locally. Methodist Hospital's newly renovated obstetrics service features nine labor/delivery/ recovery suites, four labor rooms, two operating rooms, four post-anesthesia care beds, a 24-bed couplet care unit designed for Family Centered Care featuring twenty private rooms and two semi-private rooms, a newborn nursery, and a 17-bed Level II Neonatal Intensive Care Unit. A comprehensive offering of free maternity orientations/tours and nominally priced classes is offered year-round, with classes in English and Chinese (Mandarin). In Fiscal Year 2015, class offerings included 2-hour afternoon and evening maternity orientations and tours (1,639 persons attended), 2.5-hour breastfeeding classes (318 persons attended), 3-hour baby care basics (440 persons attended), 2-hour Happiest Baby on the Block (136 persons attended), 12-hour Prepared Childbirth (Lamaze) classes offered in English over a four-week period or over two weekend days (average of 302 persons attended), one weekend-day Prepared Childbirth (Lamaze) class offered in Chinese (44 persons attended), and 2.5-hour Tot CPR for Family and Friends offered in Chinese (88 persons attended). For convenience and ease, pre-registration is available and can be accessed through the hospital web site; further information on classes is available by calling 1-800-950-BABY. In addition, Maternal Child Health staff provided approximately 150 hours of phone consultation regarding lactation services in Fiscal Year 2015. Methodist Hospital's highly specialized cardiac services include the availability of a cardiac care team 24-hours a day, seven days a week; dedicated handling of STEMI patients in the hospital's emergency department, three updated cardiac catheterization laboratories where physicians perform percutaneous coronary intervention, pacemaker insertion, and carotid artery stenting; open-heart surgery and valve replacements are performed in two dedicated operating rooms, specialized care in one of three hospital units - intensive care unit, coronary care unit, and cardiac patient care unit - depending on the needs of patient, and inpatient and outpatient cardiac rehabilitation programs. Recently, Methodist Hospital organized a "Mended Heart" program for heart patients and their caregivers. Patients and caregivers who have had experience or have been diagnosed with heart problems such as bypass, heart failure, stent procedures, high blood pressure and stroke, meet and share their experiences, anxieties, and concerns in a light-hearted atmosphere and have fun social activities to aid in recovery. In Fiscal Year 2015, 25 persons participated in Mended Heart support group and 151 persons participated in a Stroke and Brain Injury support group. In recognition of the importance of convenient and accessible blood pressure testing, Methodist Hospital offered blood pressure screenings on a monthly basis at scheduled times at the Arcadia Community Center, Monrovia Community Center, and Sierra Madre Hart Park House (390 adults served with blood pressure screenings at these locations); and continued to sponsor a Heart Check CenterTM free blood presure testing kiosk display at the Westfield Santa Anita Mall in Arcadia, serving approximately 150 mall visitors each day. In addition, staff at Methodist Hospital provided blood pressure and/or body composition screenings at various community events throughout the year, including Asian American Expo on January 17 and January 18 at the Pomona Fairplex, Lunar New Year Celebration on February 21 at the Alhambra Street Fair, Derby Day 5K Walk/Run on April 6 at Santa Anita Race Track, Arcadia Pancake Breakfast on May 2 at Fire Station 106, Northrop Grumman Health Fairs on May 14 and June 11, Mount Wilson Trail Race on May 23 in Sierra Madre, Harvest Moon Festival on September 13 at Arcadia Park, 2015 Heart Walk on September 26 at the Rose Bowl, Southern California Womens Conference on October 2 at the Pasadena Convention Center, Bolton Company Benefits Fair on October 14, and World Vision Employee Health Fair on November 16. Methodist Hospital offers a full complement of oncology services, including early detection cancer screenings, surgery, chemotherapy, reconstructive surgery, pain management, and support. In 2014, Methodist Hospital added to these oncology services with the opening of two specialized clinics a Gyn Oncology Institute and a Colorectal Surgery Institute to continue to provide outstanding clinical services to the community. During the course of the year, Methodist Hospital held a variety of workshops, support groups, and events to raise awareness and assist those with cancer. Methodist Hospital offered Stepping Forward, a body-and-mind strengthening program for survivors of any type of cancer in February, May, September and November. The program, led by physical and occupational therapists, offered exercise/fitness classes, seminars on nutrition, meditation, community resources, and more, served 44 persons in Fiscal Year 2015. In conjunction with the American Cancer Society, Methodist Hospital offered Look Good, Feel Better (program helps female cancer patients cu SCHEDULE H, PART III, LINE 4 THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE THE FOLLOWING FOOTNOTE: Patient accounts receivable are reduced by an allowance for doubtful accounts. In evaluating the collectability of accounts receivable, MHSC analyzes its past history and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for doubtful accounts and provision of bad debts. Management regularly reviews data about these major payor sources of revenue in evaluating the sufficiency of the allowance for doubtful accounts. For receivables associated with services provided to patients who have third party coverage, MHSC analyzes contractually due amounts and provides an allowance for doubtful accounts and a provision for bad debts, if necessary. For receivables associated with self pay patients (which includes both patients without insurance coverage and patients with deductibles and copayment balances due for which third party coverage exists for a portion of the bill), MHSC records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the discounted self pay rates provided by policy and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for doubtful accounts. SCHEDULE H, PART III, LINE 8 The extent to which any Medicare shortfall should be treated as community benefit: Medicare shortfalls are reported as a community benefit because the cost of providing healthcare to the patients exceeds the reimbursement. In summary, the healthcare services are provided or rendered at a loss. The methodology for calculating the loss is based on the as filed Medicare Cost Report. Costing methodology used: Medicare cost is based on the Medicare cost report which combines routine and ancillary costs. The calculation of cost for ancillary services are based on direct routine costs, allocated based on the Medicare patient days as a percent of the total patient days. Schedule H, Part III, Line 9b Charity Care provision: If a patient is deemed to qualify for 100% financial assistance the patient liability is written off entirely and there are no further collection activities. However, if a patient is qualified for a partial financial assistance write off (income falls between 201% and 350% of the federal poverty guidelines) the amount approved for financial assistance is written off based on a tier scale and written off as a partial assistance approval. This leaves the patient a small percentage as patient liability. Uninsured patients are encouraged to apply for Methodist's Charity Care Program (uncompensated care). Accounts will not be approved for legal action (beyond reporting to credit agencies) until the agency screens the patient for undercompensated care. Only those patients whose income exceeds 200% of federal poverty guidelines will be approved for legal action. Methodist Hospital will not garnish wages. It will, however, permit liens on homes or other real estate for the purpose of securing repayment at sale or refinancing. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT THE COMMUNITY HEALTH NEEDS ASSESSMENT BRINGS TOGETHER A VARIETY OF DEMOGRAPHIC AND HEALTH DATA AND INFORMATION, GATHERED FROM BOTH PRIMARY AND SECONDARY DATA SOURCES. THE FIRST PHASE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INVOLVED COLLECTION AND ANALYSIS OF NUMEROUS DEMOGRAPHIC AND HEALTH STATUS AND DATA AND INFORMATION FOR METHODIST HOSPITAL SERVICE AREA AND SERVICE PLANNING AREA (SPA) 3 - SAN GABRIEL VALLEY. THE FOLLOWING TYPES OF DATA WERE ANALYZED: POPULATION, HOUSEHOLD AND FAMILY DEMOGRAPHICS; BIRTH STATISTICS, DEATH STATISTICS, DESIGNATED HEALTH PROFESSIONAL SHORTAGE AREAS, LARGE-SCALE HOUSEHOLD TELEPHONE SURVEYS DESIGNED TO MEASURE HEALTH ACCESS, UTILIZATION OF HEALTH SERVICES, AND HEALTH BEHAVIORS. WHEREVER POSSIBLE, THE SERVICE AREA HEALTH EXPERIENCE WAS BENCHMARKED TO HEALTHY PEOPLE 2020 TARGETS. IN ADDITION, TO ASSIST WITH PROVIDING CONTEXT TO THE DEMOGRAPHICS, METHODIST HOSPITAL SERVICE AREA IS COMPARED TO LOS ANGELES COUNTY. THE SECOND PHASE OF THE NEEDS ASSESSMENT FOCUSED ON QUALITATIVE PRIMARY RESEARCH. REPRESENTATIVES FROM METHODIST HOSPITAL AGREED THAT TELEPHONE INTERVIEWS WITH HEALTH DEPARTMENT CONTACTS AND REPRESENTATIVES FROM PUBLIC AND PRIVATE ORGANIZATIONS WOULD BE A COST EFFECTIVE APPROACH TO GAIN AN UNDERSTANDING OF IMPORTANT HEALTH ISSUES AND POTENTIAL OPPORTUNITIES TO COLLABORATE WITH THESE ORGANIZATIONS. METHODIST HOSPITAL USED THE STARK II DEFINITION - THE LOWEST NUMBER OF CONTIGUOUS ZIP CODES FROM WHICH THE HOSPITAL DRAWS AT LEAST 75 PERCENT OF ITS INPATIENTS - TO DETERMINE ITS GEOGRAPHIC SERVICE AREA FOR PURPOSES OF THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT. USING JULY 2011 TO JUNE 2012 HOSPITAL DATA, THERE WERE 16 ZIP CODES THAT DEFINED 75 PERCENT OF THE HOSPITAL'S ADMISSIONS. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY OF ASSISTANCE METHODIST HOSPITAL INFORMS MEDICAL STAFF AND EMPLOYEES OF AVAILABLE LOW AND NO-COST RESOURCES. THIS INFORMATION IS DISTRIBUTED THROUGH COMMUNITY OUTREACH RESOURCE TABLES AT EMPLOYEE FAIRS, INTERNAL BULLETINS, AND MANAGEMENT MEETINGS. THE HOSPITAL ALSO PROVIDES MEDICARE COUNSELING TO STAFF AND EMPLOYEES. METHODIST HOSPITAL DISTRIBUTES ITS FINANCIAL ASSISTANCE POLICY AND RELEVANT CONTACT INFORMATION TO PATIENTS UPON THEIR ADMITTANCE TO THE HOSPITAL. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION THE SERVICE AREA POPULATION (2013) IS ESTIMATED AT 581,067 PERSONS. THE POPULATION IN THE SERVICE AREA IS FORECAST TO INCREASE 2.4 PERCENT IN THE NEXT FIVE YEARS, TO 594,833 PERSONS. GROWTH PROJECTIONS FOR HOUSEHOLDS AND FAMILIES ARE ESTIMATED TO INCREASE 2.6 PERCENT AND 2.5 PERCENT. THE FOLLOWING TABLE SUMMARIZES THE SERVICE AREA POPULATION, HOUSEHOLDS, AND FAMILIES AS WELL AS THE PERCENT CHANGE PROJECTED FOR 2018 (OVER A FIVE YEAR PERIOD). THE 2013 DEMOGRAPHIC DISTRIBUTION IS AS FOLLOWS: - AGE GROUP: - 21 TO 64 YEARS - 59% - UNDER 21 YEARS - 28% - 65 YEARS AND OVER - 13% - RACE/ETHNICITY: - HISPANIC - 37% - ASIAN OR PACIFIC ISLANDER - 35% - WHITE - 23% - LANGUAGE SPOKEN AT HOME: - ENGLISH ONLY - 37% - SPANISH - 31% - ASIAN OR PACIFIC ISLAND LANGUAGE - 28% - SERVICE AREA AVERAGE HOUSEHOLD INCOME: $83,500 - MEDIAN HOUSEHOLD INCOME: $62,500 VS $54,500 FOR CALIFORNIA - SERVICE AREA PERCENTAGE BELOW FEDERAL POVERTY LEVEL ($22,000 FOR FAMILY OF FOUR): 14.0% VS CALIFORNIA AVERAGE OF 16.3% - NUMBER OF HOSPITALS SERVING THE COMMUNITY: FOUR: METHODIST, MONROVIA MEMORIAL, CITY OF HOPE, SAN GABRIEL VALLEY (OF THESE, 2 ARE SPECIALTY HOSPITALS - CITY OF HOPE AND MONROVIA). IT IS WORTH NOTING THAT THE POPULATION OF RESIDENTS 65 YEARS AND OLDER, AND THAT OF ASIAN OR PACIFIC ISLANDERS, IS GREATER THAN SEEN IN LOS ANGELES COUNTY - WHEREIN THE HOSPITAL IS LOCATED - AS A WHOLE. SCHEDULE H, PART VI, LINE 5 Methodist Hospitals Board of Directors consists almost entirely of members who reside in its service area. The board is dedicated to meeting the unique health needs and demands in its community. Additionally, the Hospital maintains an open Medical Staff which encourages physician coverage for needed services. To proactively address health conditions of the service area, Methodist Hospital provided additional resources through health education and screening programs for adults. For 2015, the hospital provided: - Health fairs and screenings: Methodist Hospital held a health fair specific to seniors and adults in February at the Arcadia Recreation Center; one specific to the Latin community in March at Our Lady of Guadalupe Church in El Monte, and one specific to the Asian community at the hospital in conjunction with the Hsi Lai Temple. - Blood presure testing: Methodist Hospital offered blood pressure screenings on a monthly basis at scheduled times at the Arcadia Community Center, Monrovia Community Center, and Sierra Madre Hart Park House (390 adults served with blood pressure screenings at these locations); and continued to sponsor a Heart Check CenterTM free blood pressure testing kiosk display at the Westfield Santa Anita Mall in Arcadia, serving approximately 150 mall visitors each day. - Cardiac support group: Methodist Hospital continued to provide a "Mended Heart" program for heart patients and their caregivers who have had experience or have been diagnosed with heart problems. - Cancer workshops: To raise awareness and assist those with cancer, Methodist Hospital offered Stepping Forward, a body-and-mind strengthening program for survivors of any type of cancer. Additionally, Methodist Hospital offered Look Good, Feel Better, a series of breast cancer survivor workshops, conducted in conjunction with the American Cancer Society. - Diabetes classes and support group: To assist those with diabetes, Methodist Hospital offered specialized classes in Fiscal Year 2015. A free diabetes management class (4-week series for two hours each session), offered monthly, and taught by a team that includes a registered nurse, diabetes educator, registered dietitian, and a physical therapist, discussed topics such as eating and diabetes, exercise, blood glucose monitoring, medications, and prevention of complications. In addition, a dietitian assisted community members with education and support for diabetes management, wound healing, obesity and weight loss, and gestational diabetes. - Health Ministries Program: Continued to provide health education and training, information and resources for member congregations. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT. THE HOSPITAL FILES A COMMUNITY BENEFIT REPORT IN CALIFORNIA. X true true X X X X X true false false false false false false true false Dan Ausman Director/President/CEO 679838 0 279860 0 168958 0 0 0 11981 0 1140637 0 0 0 William Grigg Assistant Treasurer/CFO 394228 0 97408 0 48725 0 2600 0 17250 0 560211 0 0 0 Steve Sisto Sr. Vice President/COO 377408 0 94596 0 49020 0 2600 0 11981 0 535605 0 0 0 David Neal RN Chief Nursing Officer 217808 0 48317 23881 0 0 10956 0 300962 0 0 0 Bala S Chandrasekhar MD Chief Medical Officer 344895 0 86496 47147 2600 0 11981 0 493119 0 0 0 Clifford Daniels Chief Strategy Officer 271629 0 68664 36016 2600 0 17296 0 396205 0 0 0 Michael Driebe President of the Foundation 208462 0 51898 27161 2600 0 6130 0 296251 0 0 0 Vanessa Woo Charge RN 242105 0 0 450 2330 0 1124 0 246009 0 0 0 Delia Jervis Director of Nursing Special Pr 147041 0 0 93783 1779 0 9984 0 252587 0 0 0 SCHEDULE J, PART I, LINE 1A Methodist Hospital paid County Club dues on behalf of Dan Ausman. A portion of the dues was allocated to the personal use of Dan Ausman and included in his taxable income. The dues were allocated based on substantiated personal and business use. SCHEDULE J, PART I, LINE 4A THE FOLLOWING PEOPLE RECIEVED A SEVERANCE PAYMENT IN 2015: DELIA JERVIS - $74,853 SCHEDULE J, PART I, LINE 7 Certain Executive Team Members are eligible to receive performance based awards when certain metric based goals are met. Goals are related to patient satisfaction, patient safety, quality of care, and financial performance. SCHEDULE J, PART II MICHAEL DRIEBE WORKS FOR THE METHODIST HOSPITAL FOUNDATION, BUT HIS W-2 IS FILED BY METHODIST HOSPITAL OF SOUTHERN CALIFORNIA. Dan Ausman President/CEO Relocation Incentive X 500000 260 false true true 260 CHRISTOPHER AUSMAN SON OF PRESIDENT/CEO 28953 SEE PART V false SCHEDULE L, PART IV, COLUMN (D) WAGES FOR SERVICES AS PATIENT SERVICE AID FORM 990, PART I, LINE 6 NUMBER OF VOLUNTEERS AND HOURS THE NUMBER OF VOLUNTEERS AND HOURS SERVED IS DETERMINED THROUGH AN ACTUAL UNDUPLICATED COUNT OF VOLUNTEERS. HOURS OF SERVICE ARE LOGGED AS VOLUNTEERS CLOCK IN AND OUT FOR VARIOUS ASSIGNMENTS. VOLUNTEERS SERVE IN SUPPORTIVE ROLES TO ENHANCE THE PATIENT EXPERIENCE. VOLUNTEERS PROVIDE NON-MEDICAL SERVICES AND INFORMATION TO PATIENTS AND FAMILIES; ASSIST WITH WAY FINDING AND ERRANDS/ESCORT. VOLUNTEERS ALSO PROVIDE HOSPITALITY SERVICES TO WAITING AREAS AND PATIENT AND FAMILY VISITORS. THEY MAY ASSIST IN CLINICAL AREAS BY SUPPORTING THE SERVICES OF THE DEPARTMENT SUCH AS ASSEMBLY OF EDUCATIONAL PACKETS FOR PATIENTS. ADMINISTRATIVE VOLUNTEERS MAY SERVICE IN DEPARTMENTS ASSISTING OFFICE STAFF WITH FILING AND ERRANDS. VOLUNTEERS ALSO SERVE OUTSIDE THE HOSPITAL ENVIRONMENT PRODUCING BABY BLANKETS, HATS, CANCER RESOURCE CENTER GIFTS AND VARIOUS GIFTS FOR PATIENTS AND THEIR FAMILIES. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS OF THE ORGANIZATION THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO FROM TIME TO TIME COMPRISE THE BOARD OF DIRECTORS OF THE CORPORATION AND THOSE PERSONS WHO FROM TIME TO TIME ARE THIRTEEN ELECTED OFFICERS OF THE EXECUTIVE COMMITTEE OF THE UNITED METHODIST WOMEN, CALIFORNIA PACIFIC CONFERENCE. FORM 990, PART VI, LINE 7A THE MEMBERS OF THE CORPORATION ELECT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, LINE 11 PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PROVIDED TO AND REVIEWED WITH BOARD MEMBERS IN ADVANCE OF ITS FILING WITH ADEQUATE TIME TO MAKE AND ANSWER INQUIRIES. FORM 990, PART VI, LINE 12C DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST ALL OFFICERS DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND FILE IT WITH THE PRESIDENT OF METHODIST HOSPITAL, TO BE INSPECTED BY THE OFFICERS OF THE CORPORATION. A SUMMARY OF THE DISCLOSURES WILL BE PREPARED BY THE PRESIDENT AND SUBMITTED TO THE FINANCE, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND DISCUSSION. SUCH DISCUSSION WILL BE PRESENTED TO THE FULL BOARD AT THE NEXT BOARD MEETING. IF THERE IS A CHANGE IN AN INTERESTED PARTY'S DISCLOSED CONFLICTS AT ANY TIME DURING THE YEAR, SUCH CHANGE IS REQUIRED TO BE DISCLOSED IMMEDIATELY IN WRITING TO THE PRESIDENT OF THE HOSPITAL. AN INDIVIDUAL COVERED BY THIS POLICY IS REQUIRED TO NOTIFY AND DISCUSS WITH THE PRESIDENT OR CHAIRMAN OF THE BOARD ANY TRANSACTION, WHICH MIGHT INVOLVE A CONFLICT OF INTEREST. WHEN A POTENTIAL CONFLICT ARISES, THE CHAIRMAN OF THE BOARD OR PRESIDENT WOULD RAISE THE ISSUE FOR DISCUSSION BEFORE THE BOARD. BASED ON THE ASSESSMENT OF THE MATERIALITY OF THE CONFLICT, THE INTERESTED OFFICER OR DIRECTOR MAY BE ASKED TO ONLY PROVIDE INPUT INTO THE DISCUSSION BUT REFRAIN FROM VOTING; OR MAY BE REMOVED FROM DISCUSSION AS WELL AS REFRAINED FROM VOTING. FORM 990, PART VI, LINES 15A AND 15B Compensation arrangements involving any of the organization's officers or key employees are established pursuant to a process that satisfies the rebuttable presumption of reasonableness as provided for IN IRC SEC 4958 (excess benefit transaction tax). This process requires a review of compensation determinations by disinterested persons, the use of comparability data, and contemporaneous documentation of the decision making process. COMPENSATION REVIEW THE BOARD PERFORMS PERIODIC REVIEW AND DETERMINATION OF APPROPRIATE COMPENSATION LEVELS FOR THE PREVIOUSLY MENTIONED OFFICERS AND KEY EMPLOYEES BASED UPON EXTERNAL SALARY DATA. THEIR MOST RECENT REVIEW INCLUDED A REPORT FROM AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT WHICH USED BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY ORGANIZATIONS WHICH THE GOVERNING BODY BELIEVES ARE SIMILARLY SITUATED FOR SIMILAR JOB RESPONSIBILITIES, AS OBTAINED FROM INDEPENDENT THIRD-PARTY SOURCES. THE BOARD'S WRITTEN RECORDS INCLUDE (1) THE TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF MEMBERS PRESENT DURING THE DEBATE OF THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. THE KEY DELIBERATIONS, A DESCRIPTION OF THE COMPARABILITY DATA, HOW IT WAS OBTAINED, THE MEMBERS PRESENT AND HOW THEY VOTED, WERE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES FOR ITS MEETING IN 2015. FORM 990, PART VI, LINE 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC UNDER CURRENT FEDERAL LAW THE ORGANIZATION IS NOT REQUIRED TO MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, ATTACHED TO PUBLIC INSPECTION COPY OF THE FORM 990 AND ARE AVAILABLE ON THE EMMA WEBSITE. FORM 990, PART XI, LINE 9 RESTRICTED DONATIONS FROM FOUNDATION 269,693 BENEFICIAL INTEREST IN FOUNDATION'S NET ASSETS RELEASED FROM RESTRICTIONS FOR THE ACQUISITION OF PLANT AND EQUIPMENT: 1,978,270 DEBT EXTINGUSHMENT: (52,080,443) ------------ TOTAL (49,832,481) FORM 990, PART XII, LINE 3B METHODIST HOSPITAL OF SOUTHERN CALIFORNIA DID UNDERGO THE REQUIRED AUDITS. Arcadia Accountable Care LLC 300 West Huntington Drive Arcadia CA 91007 455513761 Inactive CA 0 0 MHSC Methodist Hospital Foundation 300 West Huntington Drive Arcadia CA 91007 953407027 Fundraising CA 501(c)(3) 7 MHSC true false false true false false false false false false false false false false false true false false false false Methodist Hospital Foundation c 3042466 Accrual Methodist Hospital Foundation o 1141250 Accrual