2016-04-06T13:26:36-05:00 2015-05-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2014-06-01 611197638 Owensboro Health Medical Group Inc % JOHN HACKBARTH OWEN 2704172000 1201 Pleasant Valley Road OWENSBORO KY 42303 JOHN HACKBARTH EXECUTIVE VP / CFO 2016-04-06 JENNIFER D RHODERICK P00395735 3176817000 2014 2016-08-17 19:52:53Z John Hackbarth 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 58895765 false X www.owensborohealth.org X 1993 KY OWENSBORO HEALTH MEDICAL GROUP, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITY. 9 3 755 24 67993 164028 22434 43509152 49307960 241 -28328 7383992 7012102 51057413 56314168 264000 251233 0 0 55683957 68718722 0 0 0 16488441 21038369 72436398 90008324 -21378985 -33694156 35231150 46091046 84414455 128968507 -49183305 -82877461 OWENSBORO HEALTH MEDICAL GROUP, INC. EXISTS TO HEAL THE SICK AND IMPROVE THE HEALTH OF THE COMMUNITY. false false 79358928 251233 53006181 OWENSBORO HEALTH MEDICAL GROUP, INC. ('OHMG') employs physicians who provide direct patient care in support of Owensboro Health, Inc. ('OH'), OHMG's sole corporate member and a tax-exempt organization under Section 501(c)(3). During the reporting period, OHMG employed approximately 32 physicians and advanced practice clinicians who provided care in over 30 specialties in more than 35 locations in Western Kentucky and Southern Indiana. OHMG fulfills its charitable mission through patient access to its physicians, many of which are primary care providers. Cost of Participating in Government Programs: OHMG is committed to serving all persons in need, regardless of race, creed, sex, nationality, religion, disability, age or ability to pay. To promote access to care, OHMG participates in the following public health programs: Medicaid, Medicare, Tricare and local health departments. In general, payments from these programs frequently do not cover the costs OHMG incurs to serve program beneficiaries. Uncompensated Care and Financial Assistance: OHMG provides medical care without charge or at reduced cost to residents of the communities that it serves. OHMG's Financial Assistance Program was established to assist patients who do not qualify for medical assistance programs, like Medicaid, and whose annual incomes are at or below certain percentages of the Federal Poverty Guidelines. OHMG is committed to expanding its programs to improve access to health care in the areas it serves, which include rural and economically depressed areas and areas that lack adequate numbers of primary care and specialty providers. 3827425 3393745 On behalf of Owensboro Health, Inc. ('OH'), owensboro health medical group, inc. ('OHMG') operates the Healthpark, which has over 5,000 members and 110,000 square feet of world-class facilities and programs. The Healthpark is Kentucky's only facility certified by the Medical Fitness Association. At the Healthpark, OHMG provides: (i) outpatient therapy, including physical, occupational and speech therapy with referral from their provider; (ii) monthly health screenings; (iii) support groups for people who are grieving or managing a documented health risk; (iv) OH's Exercise is Medicine program which is designed for people with documented heath risks who can benefit from increased physical activity; and much more. 83186353 true true false false false false false false false false true false false false true true false true false false false false false false false false false true false true false false false false false false true false false false false false false true true true false false true 53 0 true 755 true false false false false false false false false false false X 9 3 false false false false true true true true true false false true true true true true true false true false KY X JOHN HACKBARTH 2704174814 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 Hackbarth John Secretary/Treasurer 8.0 42.0 X X 0 498884 59935 Strahan Greg Vice Chair 8.0 42.0 X X 0 640823 64227 Mathew Roshan MD Board Member(until 10/31/2014) 43.0 0.0 X 1387928 0 27979 Nunley Deborah Board Member 2.0 3.0 X 0 0 0 Wells Jack Board Member 2.0 0.0 X 0 0 0 Osborne Ramona Board Member, VP of Clinic Op 40.0 10.0 X 179535 0 22508 Falcone John MD Board Member 42.0 0.0 X 348727 0 27859 Farmer John MD Board Member 42.0 0.0 X 260805 0 27979 Dufrayne Francis MD Board Member 42.0 0.0 X 535229 0 21463 Yeiser Adrian MD Board Member (until 10/2014) 2.0 0.0 X 0 0 0 CARPENTER JEFF CHAIR 2.0 4.0 X X 0 0 0 Heath Ed VP of Business Development 40.0 10.0 X 300699 0 45878 Shamai Lior Physician 40.0 0.0 X 788913 0 27691 Makhoul Johnny Physician 40.0 0.0 X 772424 0 28591 Wilson Reid Physician 40.0 0.0 X 762388 0 27691 Mercer Albert B MD Physician 40.0 0.0 X 791920 0 27979 Garimella Satya V MD Physician 40.0 0.0 X 942266 0 28591 Barber Jeffrey Former Officer 4.0 46.0 X 0 466890 0 7070834 1606597 438371 117 true true false VIP IMAGING PSC 2342 INDIAN LAKE DRIVE EVANSVILLE IN 47725 MEDICAL IMAGING SERV 601781 SANTA FE RADIATION ONCOLOGY 2207 CALLE CACIQUE SANTA FE NM 87505 PHYSICIAN SERVICES 487752 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 303845547 PHYSICIAN SERVICES 344378 COMPHEALTH PO BOX 972651 DALLAS TX 753972651 PHYSICIAN SERVICES 343375 THE LIVINGSTON GROUP 1425 TRIPLETT STREET OWENSBORO KY 42303 JANITORIAL SERVICES 266822 9 0 22434 0 22434 Patient Service Revenue 621111 49307960 49307960 0 0 49307960 1672 1672 0 0 2197793 2483918 -286125 0 -286125 -143063 -143062 -30000 -30000 -30000 -30000 0 0 88089 97679 -9590 -4795 -4795 RELATED COLLECTION FEES 623990 3418272 3418272 0 0 MEMBERSHIP REVENUE 611420 3068132 3068132 0 0 SERVICES TO OUTSIDE ORGS 624110 67993 0 67993 0 753420 753420 0 7307817 56314168 56399926 67993 -176185 251233 251233 0 0 0 0 0 0 3012923 2532689 480234 0 0 0 0 0 54945079 51553132 3391947 0 0 0 0 0 7871424 7060289 811135 0 2889296 2632042 257254 0 4050025 3548852 501173 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3368139 3125331 242808 795895 13985 781910 0 758028 688985 69043 0 0 0 0 0 0 0 0 0 4180305 4078626 101679 0 317087 277532 39555 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1847020 1832271 14749 0 493538 493538 0 0 BAD DEBT 2321544 2321544 0 0 MEDICAL SUPPLIES 2202720 2202720 0 0 LICENSE FEES 123976 119777 4199 0 DUES 96053 89798 6255 0 484039 364009 120030 90008324 83186353 6821971 0 0 0 0 0 596164 1114514 543702 1636666 0 0 4225589 4389305 0 0 0 0 0 0 55724 0 242289 216692 68775099 31500153 28116246 37274946 0 0 0 0 0 0 1415688 1437116 35748 21807 35231150 46091046 1591450 2959100 0 0 194521 172183 0 0 0 0 0 0 0 0 0 0 82628484 125837224 84414455 128968507 X -49183305 -82877461 0 0 0 0 -49183305 -82877461 35231150 46091046 -33694156 X false true X true false X 188403 244054 536871 164028 24935 1158291 37290980 39908209 43274613 50497355 56613276 227584433 80123 66917 170364 110043 88089 515536 0 0 37559506 40219180 43981848 50771426 56726300 229258260 0 0 0 229258260 3026371 3313046 3290162 2207385 2199465 14036429 0 0 3026371 3313046 3290162 2207385 2199465 14036429 0 0 40585877 43532226 47272010 52978811 58925765 243294689 0.94231 0.93120 0.05769 0.06880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 957116 957116 57278125 23802935 33475190 45654 27476 18178 10286511 7669742 2616769 207693 207693 37274946 0 INTERCOMPANY PAYABLES 125837224 125837224 X FIN 48 (ASC 740) Footnote SCHEDULE D, PART X, LINE 2 THE SYSTEM APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. true DAVIESS COUNTY BOARD OF EDUCATION PO BOX 21510 OWENSBORO KY 42304 616001338 501(c)(3) 145000 0 Funding for Nurses for local schools OWENSBORO PUBLIC SCHOOLS PO BOX 248 OWENSBORO KY 42302 616001339 501(c)(3) 102000 0 Funding for nurses for local schools 2 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FORM 990, SCHEDULE I, PART I, LINE 2 COMMUNITY SUPPORT SCHOOL NURSING PROGRAM AS PART OF OWENSBORO HEALTH MEDICAL GROUP, INC.'S COMMUNITY SUPPORT, NURSES ARE PROVIDED TO ASSURE THAT LOCAL SCHOOLS PROVIDE CARE NEEDED TO MAINTAIN A HEALTHY STUDENT POPULATION. false true false false false false false true false Barber Jeffrey Former Officer 0 0 0 466890 0 0 0 0 0 0 0 466890 0 0 Heath Ed VP of Business Development 207135 0 64503 0 29061 0 24680 0 21198 0 346577 0 0 0 Hackbarth John Secretary/Treasurer 0 339627 0 100782 0 58475 0 38952 0 20983 0 558819 0 0 Strahan Greg Vice Chair 0 446468 0 123352 0 71003 0 48782 0 15445 0 705050 0 0 Mathew Roshan MD Board Member(until 10/31/2014) 911073 0 476045 0 810 0 9100 0 18879 0 1415907 0 0 0 Osborne Ramona Board Member, VP of Clinic Op 152434 0 22480 0 4621 0 14775 0 7733 0 202043 0 0 0 Shamai Lior Physician 560703 0 227724 0 486 0 9100 0 18591 0 816604 0 0 0 Makhoul Johnny Physician 726965 0 44217 0 1242 0 9100 0 19491 0 801015 0 0 0 Falcone John MD Board Member 316568 0 31694 0 465 0 9100 0 18759 0 376586 0 0 0 Farmer John MD Board Member 230008 0 30429 0 368 0 9100 0 18879 0 288784 0 0 0 Dufrayne Francis MD Board Member 481131 0 50534 0 3564 0 7612 0 13851 0 556692 0 0 0 Wilson Reid Physician 534866 0 226982 0 540 0 9100 0 18591 0 790079 0 0 0 Mercer Albert B MD Physician 537837 0 250519 0 3564 0 9100 0 18879 0 819899 0 0 0 Garimella Satya V MD Physician 624889 0 316567 0 810 0 9100 0 19491 0 970857 0 0 0 SCHEDULE J, PART I, LINE 3 OWENSBORO HEALTH MEDICAL GROUP, INC. RELIES ON THE COMPENSATION PRACTICES OF A RELATED ORGANIZATION Owensboro Health, Inc. TO DETERMINE TOP MANAGEMENT OFFICIAL'S COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4B 457F PLAN TO EXECUTIVE: Edward Heath, Jr. $17,828 FORM 990, SCHEDULE J, PART I, LINE 7 Many of OHMG's employed physician contracts include non-fixed incentive compensation payments for meeting certain productivity and quality targets, which are set in advance of the measurement period. All physician compensation is subject to an independent fair market valuation and review, legal review and approval by the OH Board of Directors Intermediate Sanctions subcommittee. The Intermediate Sanctions subcommittee reviews the reasonableness of all such physician compensation, and concludes, as the result of a process that is designed to qualify for the rebuttable presumption of reasonableness under federal tax law, that all physician compensation is reasonable and does not exceed fair market value for the services provided. DAVID M SPEARS SIL OF RAMONA OSBORNE 20982 EMPLOYEE COMPENSATION false KAREN OSBORNE SIL OF RAMONA OSBORNE 60318 EMPLOYEE COMPENSATION false Members or stockholders FORM 990, PART VI, LINE 6 THE SOLE MEMBER OF OWENSBORO HEALTH MEDICAL GROUP, INC. IS OWENSBORO HEALTH, INC. Power to elect or appoint members FORM 990, PART VI, LINE 7A OWENSBORO HEALTH, INC., AS THE SOLE MEMBER, HAS THE RIGHT TO NOMINATE, APPOINT AND ELECT THE DIRECTORS OF OWENSBORO HEALTH MEDICAL GROUP, INC. IN ACCORDANCE WITH THE BY-LAWS. Decisions reserved to members or stockholders FORM 990, PART VI, LINE 7B THE FOLLOWING ACTS REQUIRE THE APPROVAL OF THE SOLE MEMBER, OWENSBORO HEALTH, INC.: (1) THE ADMISSION OF ANY MEMBER TO THE CORPORATION; (2) A MERGER, CONSOLIDATION, CORPORATE RESTRUCTURES OR OTHER SIMILAR ACTION;(3) THE DISSOLUTION OF THE CORPORATION; (4) ANY CHANGE OF NAME OF THE CORPORATION; AND (5) ANY MATTER CONCERNING WHICH KENTUCKY STATUTES SPECIFICALLY ALLOW FOR MEMBERS WITH VOTING RIGHTS TO VOTE. FORM 990, PART VI, LINE 11B The Form 990 is reviewed with the Board before filing. The Form 990 is also reviewed by the CFO, outside legal counsel, and by internal general counsel. Monitoring and enforcement of compliance with conflict of interest policy FORM 990, PART VI, LINE 12C UNDER OHMG's CONFLICT OF INTEREST POLICY, EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWER, AND KEY EMPLOYEE IS REQUIRED ANNUALLY TO COMPLETE THE FOLLOWING: (1) CONFIDENTIALITY STATEMENT, (2) DISCLOSURE CERTIFICATE, AND (3) INDEPENDENCE AND RELATED PARTY QUESTIONNAIRE. THESE DISCLOSURES ARE REVIEWED AND RETAINED BY THE CHIEF LEGAL OFFICER of OH, WHO IS ALSO IN THE APPROVAL CHAIN FOR ALL OH CONTRACTS. ALL COMPLETED CONTRACTS ARE MAINTAINED BY THE LEGAL OFFICE IN A SEARCHABLE DATABASE (THROUGH MEDITRACT). OH MAINTAINS A COMPLIANCE HOTLINE THROUGH WHICH ANYONE WITH KNOWLEDGE OF A CONFLICT OF INTEREST OR IMPROPER VENDOR RELATIONSHIP CAN ANONYMOUSLY REPORT SUSPECTED VIOLATIONS OF THE OH POLICY. Process for determining compensation FORM 990, PART VI, LINE 15 OHMG did not compensate its top management official, who is an employee of its parent organization, Owensboro Health, Inc. (OH). However, the top management official is compensated by OH using a process that complies with the rebuttable presumption of reasonableness. OHMG defers to OH on these matters. OH's compensation process is as follows: TOTAL COMPENSATION IS THE SUM OF EACH EXECUTIVE'S BASE SALARY, INCENTIVE OPPORTUNITY, BENEFITS, AND PERQUISITES. -OUR TOTAL COMPENSATION PHILOSOPHY WILL APPLY TO ALL EXECUTIVES OF THE ORGANIZATION. -CASH COMPENSATION AND BENEFITS PLANS PROVISIONS WILL BE, ON AVERAGE, COMPETITIVE WITH THOSE HEALTHCARE ORGANIZATIONS WITHIN WHICH WE COMPETE FOR EXECUTIVE TALENT. OUR LABOR MARKET IS DEFINED AS SUCCESSFUL AND COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A NATIONAL LEVEL. SUCCESS IS MEASURED IN TERMS OF FINANCIAL AND OPERATIONAL PERFORMANCE AND MARKET LEADERSHIP. -COMPETITIVE POSITIONING OF BASE SALARIES, AS REFLECTED BY THE SALARY RANGE MIDPOINTS, WILL BE AT THE 50TH PERCENTILE. EXECUTIVES MAY BE PLACED ABOVE OR BELOW THE SALARY RANGE BASED ON THE: EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE; PERFORMANCE OF THE EXECUTIVE'S AREA OF RESPONSIBILITY; THE EXECUTIVE'S CONTRIBUTION TO THE ORGANIZATION'S OVERALL PERFORMANCE; INTERNAL EQUITY CONSIDERATIONS; THE FINANCIAL RESOURCES AVAILABLE; AND, EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. -ANNUAL INCENTIVE OPPORTUNITIES WILL BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILE DEPENDING ON THE DEGREE TO WHICH PERFORMANCE GOALS ARE MET OR EXCEEDED. TOTAL CASH COMPENSATION, AS REFLECTED BY BASE SALARIES AND ANNUAL INCENTIVES, WILL ALSO BE POSITIONED BETWEEN THE 50TH AND 75TH PERCENTILES AND WILL BE INFLUENCED BY PERFORMANCE RESULTS AS MEASURED AGAINST ESTABLISHED GOALS. -THE ORGANIZATION WILL PROVIDE APPROPRIATE AND COMPETITIVE SUPPLEMENTAL BENEFITS AND PERQUISITES DELIVERED IN A FLEXIBLE STRUCTURE TO ALLOW FOR INDIVIDUAL CHOICE AND BASED ON THE ORGANIZATION'S MISSION AND BUSINESS NEEDS. -OUR EXECUTIVE COMPENSATION PLAN WILL BE DESIGNED, MANAGED AND MAINTAINED IN A MANNER THAT WILL: SUPPORT AND COMPLEMENT OUR MISSION, MANAGEMENT PHILOSOPHY, SHORT- AND LONG-TERM BUSINESS STRATEGIES, AND EMPLOYEE RELATION'S GOALS. ATTRACT AND RETAIN EXECUTIVES WITH THE RIGHT SKILLS, ABILITIES AND MOTIVATION TO ACHIEVE OUR BUSINESS OBJECTIVE. ENSURE THE EXECUTIVE TOTAL COMPENSATION IS REASONABLE AND COMPETITIVE. -OUR CASH COMPENSATION AND BENEFITS PLANS WILL BE REVIEWED AND ADJUSTED PERIODICALLY TO MEET THE CHANGING BUSINESS AND ORGANIZATIONAL CHARACTERISTICS OF OUR ORGANIZATION AND ITS EXECUTIVE STAFF. THE COMPENSATION OF EACH INDIVIDUAL EXECUTIVE WILL BE REVIEWED AND APPROVED IN A MANNER CONSISTENT WITH THE INTERMEDIATE SANCTION TAX REGULATIONS. AVAILABILITY OF GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY & FIN FORM 990, PART VI, LINE 19 The organization's Form 1023 and Form 990 are available for public inspection upon request. The organization's Form 990 is also available on Guidestar's database available at www.guidestar.org. The organization's articles of incorporation are available on the Kentucky Secretary of State's website at https://app.sos.ky.gov/ftsearch/. Otherwise, the organization does not make its governing documents or conflict of interest policy available to the public. FOUNDATION FOR HEALTH INC 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 611251763 HEALTHCARE KY 501(c)(3) 7 OH true OWENSBORO HEALTH INC 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 611286361 HEALTHCARE KY 501(c)(3) 3 NA false OWENSBORO AMBULATORY SURGICAL FACILITY 1000 BRKRG OWENSBORO KY 42303 752184992 SURGERY CENTER KY NA N/A OWENSBORO MEDICAL CENTER LABORATORY INC 1201 PLEASANT VALLEY ROAD OWENSBORO KY 42303 610999592 MED LABORATORY KY NA C Corp false false true false false false false false false true false false false true true true false false false