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MARY'S HOSPITAL CONSTRUCTION LOAN 25242367 25242367 PART V, LINE 4 ENDOWMENT FUNDS ARE HELD BY THE ST. MARY'S HOSPITAL DEVELOPMENT FOUNDATION FOR THE BENEFIT OF ST. MARY'S HOSPITAL & MEDICAL CENTER. BOARD ENDOWMENT - QUASI-ENDOWMENT FUNDS ARE USED FOR AREAS OF GREATEST NEED AS DETERMINED BY SENIOR LEADERSHIP OF ST. MARY'S HOSPITAL & MEDICAL CENTER,INC. CUMMINGS FAMILY ENDOWMENT - QUASI-ENDOWMENT FUND TO ASSIST LOW INCOME CANCER PATIENTS WITH NON-MEDICAL EXPENSES. SACCOMANNO RESEARCH INSTITUTE - QUASI-ENDOWMENT FUND DEDICATED TO RESEARCH. BRUCE E. DIXSON PULMONARY REHABILITATION ENDOWMENT - ASSIST LOW INCOME PULMONARY PATIENTS WITH NON-MEDICAL EXPENSES. WORLEY FAMILY INFECTION CONTROL ENDOWMENT - INFECTION CONTROL EDUCATION. DR. LYNN JAMES PULMONARY ENDOWMENT - ASSIST LOW INCOME PULMONARY PATIENTS WITH NON-MEDICAL EXPENSES. 1 1 X 1 X 1 X 1 1 0 1 1 13089025 6468010 6621015 0.01780 67458917 44825995 22632922 0.06080 17759389 8528934 9230455 0.02480 98307331 59822939 38484392 0.10340 53499 53499 0.00010 6392073 2203456 4188617 0.01130 7825598 5705452 2120146 0.00570 0 0 564666 564666 0.00150 14835836 7908908 6926928 0.01860 113143167 67731847 45411320 0.12200 433001 207750 225251 0.00060 433001 207750 225251 0.00060 1 15294527 99122619 126035970 -26913351 X 1 1 1 PAVILION IMAGING LLC RADIOLOGY SERVICES 0.75000 0.00000 0.25000 2 GRAND VALLEY SURGERY CENTER LLC OUTPATIENT SURGERY 0.27000 0.00000 0.73000 3 SAN JUAN CANCER CENTER LLC OUTPATIENT CANCER TREATMENT 0.33330 0.00000 0.33330 1 1 ST MARY'S HOSPITAL & MEDICAL CENTER INC 2635 N 7TH STREET GRAND JUNCTION CO 81502 WWW.STMARYGJ.ORG 011160 X X X X ST MARY'S HOSPITAL & MEDICAL CENTER IN 0 0 1 X X X X X X X X X 12 1 1 1 1 X HTTPS://WWW.STMARYGJ.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ X 1 14 1 HTTPS://WWW.STMARYGJ.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 0 1 X 200.000000000000 400.000000000000 X X X 1 1 X X X X 1 X WWW.STMARYSGJ.ORG X WWW.STMARYSGJ.ORG X WWW.STMARYSGJ.ORG X X X X X 1 0 X X X X 1 X 0 0 ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: AS OUR MISSION STATES, "WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND THE COMMUNITIES WE SERVE AND IN ORDER TO DO THIS WE HAVE REGULARLY PARTICIPATED IN OUR COMMUNITY HEALTH NEEDS ASSESSMENT SURVEYS TO IDENTIFY THE ONGOING AND CHANGING NEEDS OF THE COMMUNITY. CHNA'S WERE CONDUCTED IN 1998, 2005, 2009. IN 2012, THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED BY THE MESA COUNTY HEALTH DEPARTMENT. THE HEALTHY MESA COUNTY 2012 CHNA IS A SYSTEMATIC, DATA-DRIVEN APPROACH TO DETERMINING THE HEALTH STATUS, BEHAVIORS, PERCEPTIONS AND NEEDS OF RESIDENTS IN MESA COUNTY. SUBSEQUENTLY, THIS INFORMATION MAY BE USED TO FORMULATE STRATEGIES TO IMPROVE COMMUNITY HEALTH AND WELLNESS. MESA COUNTY HEALTH DEPARTMENT STARTED THE CHNA PROCESS DECIDED ON FOUR CRUCIAL STEPS TO ASSESS NEEDS, DETERMINE CAUSES, AND REACH CONSENSUS ON POSSIBLE INTERVENTIONS TO ACHIEVE DESIRED OUTCOMES. THOSE STEPS WERE: COMPILE EXISTING DATA, ENGAGE STAKEHOLDERS AND PRIORITIZE HEALTH PROBLEMS, GATHER PRIMARY DATA FROM COMMUNITY INPUT, AND DETERMINE HEALTH PRIORITIES.COMPILE EXISTING DATA-- IN FEBRUARY 2011, MESA COUNTY HEALTH DEPARTMENT REVIEWED A LIST OF 250 INDICATORS DEVELOPED BY THE PUBLIC HEALTH INDICATOR TASK FORCE AS A STARTING POINT FOR GATHERING LOCAL DATA. MESA COUNTY HEALTH DEPARTMENT STAFF RESEARCHED ALL AVAILABLE DATA FOR MESA COUNTY RELATED TO EACH OF THE 250 INDICATORS AND IDENTIFED WHETHER A STATE STANDARD OR A HEALTHY PEOPLE 2020 OBJECTIVE WAS AVAILABLE FOR COMPARISON.ENGAGE STAKEHOLDERS AND PRIORITIZE HEALTH PROBLEMS-- MESA COUNTY HEALTH DEPARTMENT ESTABLISHED THE MESA COUNTY COMMUNITY HEALTH STEERING COMMITTEE, COMPRISED OF SELECTED COMMUNITY REPRESENTATIVES TO PROVIDE GUIDANCE FOR THE HEALTH ASSESSMENT PROCESS. MEMBERS OF THE STEERING COMMITTEE WERE CHOSEN BASED ON THEIR ABILITIES TO PROVIDE SUBJECT MATTER EXPERTISE, PROVIDE INPUT, SEE THE BIG PICTURE OF COMMUNITY HEALTH, AND REVIEW THE HEALTH-INDICATOR DATA. COMMITTEE MEMBERS WERE ASKED TO COMMIT TO A KICKOFF MEETING, POTENTIALLY PARTICIPATE IN PRIORITY AREA FOCUS GROUPS, AND PROVIDE A REVIEW OF THE FINAL CHNA REPORT.THE FOLLOWING KEY COMMUNITY ORGANIZATIONS PARTICIPATED, REPRESENTING DIVERSITY WITHIN THE PUBLIC HEALTH SYSTEM: CITY OF GRAND JUNCTION, COLORADO WEST REGIONAL MENTAL HEALTH, COMMUNITY HOSPITAL, FAMILY HEALTH WEST, HILLTOP, MARILLAC CLINIC, MESA COUNTY 211, MESA COUNTY DEPARTMENT OF HUMAN SERVICES, MESA COUNTY HEALTH DEPARTMENT, MESA COUNTY LOCAL EMERGENCY PLANNING COMMITTEE (LEPC), MESA COUNTY SCHOOL DISTRICT #51, ST. MARY'S HOSPITAL & REGIONAL MEDICAL CENTER, AND STRIVE. ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. PART V, SECTION B, LINE 6A: COMMUNITY HOSPITAL, GRAND JUNCTION, THE DEPARTMENT OF VETERAN AFFAIRS MEDICAL CENTER, GRAND JUNCTION, FAMILY HEALTH WEST, FRUITA, AND COLORADO WEST PSYCHIATRIC HOSPITAL, GRAND JUNCTION, COLORADO WERE ALL PARTNERS WHO PARTICIPATED WITH MESA COUNTY ON THE CHNA. ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. PART V, SECTION B, LINE 6B: ORGANIZATIONS THAT PARTICIPATED WITH THE HOSPITALS LISTED IN PART V, SECTION B, LINE 6A FOR COMPLETION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AS LED BY MESA COUNTY HEALTH INCLUDED: CITY OF GRAND JUNCTION, COLORADO MESA UNIVERSITY, COLORADO WEST REGIONAL MENTAL HEALTH, INC., HILLTOP COMMUNITY RESOURCES, MARILLAC CLINIC, MESA COUNTY 211, MESA COUNTY DEPARTMENT OF HUMAN SERVICES, MESA COUNTY HEALTH DEPARTMENT, MESA COUNTY PUBLIC SCHOOL DISTRICT 51, MESA DEVELOPMENTAL SERVICES, PRIMARY CARE PARTNERS, P.C., ROCKY MOUNTAIN HEALTH PLANS, UNITED WAY OF MESA COUNTY, AND UTE WATER CONSERVANCY DISTRICT. ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. PART V, SECTION B, LINE 11: ST. MARY'S MEDICAL CENTER (SM) HAS BEEN ADDRESSING THE TOP HEALTH NEEDS THROUGH COMMUNITY PARTNERSHIPS. UNDER THE LEADERSHIP OF MESA COUNTY HEALTH, THE IMPLEMENTATION PLAN WAS DEVELOPED UNDER THE ASSUMPTION THAT SUSTAINABLE CHANGE AND POSITIVE HEALTH OUTCOMES ARE ONLY POSSIBLE IF PROGRAMS AND AGENCIES WITH SIMILAR MISSIONS JOIN FORCES AND DEDICATE THEIR RESOURCES TO ACHIEVING A COMMON GOAL. COMPLETING THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS LED TO THE IDENTIFICATION OF SEVERAL HEALTH OUTCOMES AND HEALTH BEHAVIORS WHERE MESA COUNTY CAN IMPROVE. THE FOLLOWING FIVE PREDISPOSING, REINFORCING AND ENABLING FACTORS WERE IDENTIFIED AS HAVING A POTENTIAL IMPACT ON HEALTH OUTCOMES IN MESA COUNTY AND WILL BECOME THE EMPHASIS OF FUTURE PUBLIC HEALTH IMPROVEMENT EFFORTS: - PARENTING, SOCIAL & EMOTIONAL WELLBEING, ACCESS TO HEALTHCARE, BUILT ENVIRONMENT AND BUILDING A SENSE OF COMMUNITY.PRIORITY AREAS WERE SELECTED BY ANALYZING THE ROOT CAUSES OF MORBIDITIES AND MORTALITIES IN MESA COUNTY. THE MESA COUNTY HEALTH DEPARTMENT UNDERSTOOD THAT IN ORDER TO IMPACT HEALTH OUTCOMES, HEALTH OFFICIALS MUST LOOK BEYOND PROGRAMS, POLICIES, AND EVEN INDIVIDUAL BEHAVIORS AND FOCUS ON ADDRESSING THE CONTRIBUTING FACTORS AND DETERMINANTS OF POOR HEALTH. THE PRIORITY AREAS, RECOMMENDATIONS, AND STRATEGIES FOR IMPLEMENTATION RECOGNIZE THE INTERCONNECTEDNESS OF INDIVIDUAL BEHAVIORS AND THE SYSTEMS AND ENVIRONMENTS IN WHICH PEOPLE GROW AND LEARN. SM SELECTED THE FOLLOWING CONTRIBUTING HEALTH FACTORS OF MENTAL HEALTH, OBESITY AND TOBACCO CESSATION.MENTAL HEALTH - MESA COUNTY REPORTS THAT ADULTS WHO REPORT THEIR HEALTH WAS NOT GOOD IS ABOVE THE STATE AVERAGE AT 3.9 DAYS VERSUS 3.1 DAYS. THIS INDICATOR LINKS PHYSICAL AND BEHAVIORAL UNHEALTHY WHICH INTERFERES WITH OVERALL HEALTH. WORSE YET IS MESA COUNTY'S RATE OF SUICIDE: 34.4 DEATHS PER 100,000 PERSONS VERSUS THE STATE AVERAGE IF 17.4 PERSONS. SUICIDE IS A SERIOUS PUBLIC HEALTH PROBLEM THAT CAN HAVE LASTING HARMFUL EFFECTS ON INDIVIDUALS, FAMILIES, AND COMMUNITIES. WHILE ITS CAUSES ARE COMPLEX AND DETERMINED BY MULTIPLE FACTORS, THE GOAL OF SUICIDE PREVENTION IS SIMPLE: REDUCE FACTORS THAT INCREASE RISK (I.E. RISK FACTORS) AND INCREASE FACTORS THAT PROMOTE RESILIENCE (I.E. PROTECTIVE FACTORS). IDEALLY, PREVENTION ADDRESSES ALL LEVELS OF INFLUENCE: INDIVIDUAL, RELATIONSHIP, COMMUNITY, AND SOCIETAL. SM HAS BEEN A STRONG SUPPORTER OF ADDRESSING MENTAL HEALTH IN MESA COUNTY AND WORKS WITH MIND SPRINGS HEALTH, THE LOCAL BEHAVIORAL HEALTH ORGANIZATION AS A REFERRAL SOURCE FOR ITS MANY COMMUNITY-BASED PROGRAMS, SERVICES AND TRAININGS. FOR THOSE USING SM, THE HOSPITAL FUNDED AN INPATIENT MENTAL HEALTH SERVICE AND NOW SUPPORTS MIND SPRINGS HEALTH, THE LOCAL BEHAVIORAL HEALTH ORGANIZATION. MIND SPRINGS HEALTH HAS FULL-TIME THERAPISTS AT ST. MARY'S FAMILY PRACTICE AND AT THE MARILLAC CLINIC WHICH ARE ORGANIZATIONS FINANCIALLY SUPPORTED BY SM. THESE THERAPISTS ARE TRAINED IN INTEGRATED CARE MODELS OF TREATMENT AND PROVIDE BRIEF, SOLUTION-FOCUSED BEHAVIORAL INTERVENTION TO PATIENTS. FURTHER, THERAPISTS ARE READILY ABLE TO EASILY CONSULT WITH MEDICAL PROVIDERS REGARDING MENTAL/BEHAVIORAL HEALTH ISSUES. THE HOSPITAL ALSO EMPLOYS PSYCHIATRIC PHYSICIANS FOR BOTH ADULTS AND CHILDREN WHICH HELPS INCREASE COMMUNITY ACCESS TO THIS IMPORTANT SERVICE. IN 2014, SM PROVIDED FINANCIAL SUPPORT TO THE SUICIDE PREVENTION FOUNDATION, MESA COUNTY COUNSELING AND EDUCATION CENTER, AND WESTERN COLORADO SUICIDE PREVENTION. THESE ORGANIZATIONS PROVIDE FREE OR LOW COST BEHAVIORAL HEALTH SERVICES TO THE COMMUNITY AND INCREASE ACCESS TO THOSE WITHOUT COVERAGE FOR THE SERVICE. OBESITY - THE RATE OF OBESITY IS RISING IN MESA COUNTY. IN 2014, 22% OF ADULTS WERE CONSIDERED OBESE VERSUS THE STATE RATE OF 20% (COUNTY HEALTH RANKINGS, 2014). AS A PARTNER WITH HEALTH MESA COUNTY, OBESITY IS BEING ADDRESSED AS A PROMOTION OF HEALTH THROUGH WELL-CONSTRUCTED AND INCLUSIVE NEIGHBORHOODS, TRAILS, SIDEWALKS AND OPEN SPACES. HEALTHY MESA COUNTY HAS A COMMUNITY-LEVEL WEBSITE WHERE CITIZENS CAN FIND ACTIVITIES AND RESOURCES SUCH AS BIKING TRAIL MAPS THAT SUPPORT INCREASED PHYSICAL ACTIVITY. TOBACCO CESSATIONTHE RATE OF TOBACCO USE IN MESA COUNTY IS 20% AS COMPARED TO THE STATE RATE OF 17% (COUNTY HEALTH RANKINGS, 2014). IN PARTNERSHIP WITH MESA COUNTY HEALTH DEPARTMENT AND THE SCL HEALTH SYSTEM, A HOSPITAL LEVEL APPROACH HAS BEEN UNTAKEN AS FIRST STEPS. THIS INCLUDES UPDATING THE HOSPITAL TOBACCO USE POLICY, ASSURING THERE IS DESIGNATED SMOKING AREAS ON THE HOSPITAL CAMPUS AWAY FROM PUBLIC ACCESS. AS A HOSPITAL THAT SERVES ITS COMMUNITY, SEVERAL NEW INTERVENTIONS WILL ASSURE PATIENTS WHO SMOKE ARE SCREENED AND PROVIDED APPROPRIATE INTERVENTIONS TO QUIT. ELECTRONIC REFERRAL TO THE QUIT LINE--SM AND SCL HEALTH ARE WORKING IN PARTNERSHIP WITH THE QUIT LINE TO ESTABLISH ELECTRONIC REFERRALS FOR PATIENTS READY TO QUIT. RATES OF PATIENT USE--SM IS WORKING WITH SYSTEM HOSPITALS TO OBTAIN REGULAR REPORTS ON RATES OF PATIENT SMOKERS, THOSE REFERRED AND THOSE WHO HAVE COMPLETED THE QUIT LINE INTERVENTION.ESTABLISHMENT OF AN INTERNAL TOBACCO TEAM-SM HAS ASSEMBLED A TEAM OVERSEEING TOBACCO CESSATION MADE UP OF SENIOR LEADERSHIP, HEALTHCARE PROFESSIONALS AND OTHER ADMINISTRATORS. THEY MEET MONTHLY AND WORK WITH OTHER SCL HEALTH HOSPITALS.THE REMAINDER OF NEEDS IDENTIFIED IN THE CHNA ARE IMPORTANT TO SM BUT DUE TO LIMITED EXPERTISE AT THE HOSPITAL LEVEL, AND THE AVAILABILITY OF COMMUNITY ORGANIZATIONS WHO ARE ALREADY ADDRESSING NEEDS, SM CONTINUES TO COLLABORATE WITH COMMUNITY ORGANIZATIONS TO ENSURE ALL NEEDS AND HEALTH INDICATORS ARE BEING ADDRESSED. PART V, SECTION B, LINE 16 FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY ST. MARY'S HOSPITAL & MEDICAL CENTER, IN PART V, SECTION B, LINE 16A WEBSITE: WWW.STMARYSGJ.ORG ST. MARY'S HOSPITAL & MEDICAL CENTER, IN PART V, SECTION B, LINE 16B WEBSITE: WWW.STMARYSGJ.ORG ST. MARY'S HOSPITAL & MEDICAL CENTER, IN PART V, SECTION B, LINE 16C WEBSITE: WWW.STMARYSGJ.ORG 2 ST MARY'S BARIATRIC CLINIC 2686 PATTERSON ROAD GRAND JUNCTION CO 815068219 BARIATRIC SERVICES GRAND VALLEY SURGICAL CENTER LLC 710 WELLINGTON AVE GRAND JUNCTION CO 81501 OUTPATIENT SURGERY SAN JUAN CANCER CENTER LLC 600 SOUTH 5TH STREET MONTROSE CO 81401 OUTPATIENT CANCER TREATMENT PAVILION IMAGING LLC 750 WELLINGTON GRAND JUNCTION CO 81501 RADIOLOGY SERVICES ST MARY'S CARDIOVASCULAR & THORACIC 2643 PATTERSON ROAD SUITE 403 GRAND JUNCTION CO 81501 CARDIOVASCULAR & THORACIC TREATMENT ST MARY'S CENTER FOR BRAIN & SPINE 750 WELLINGTON AVE SUITE 3A GRAND JUNCTION CO 80501 BRAIN & SPINE SURGERY ST MARY'S ENDOCRINOLOGY CLINIC 2643 PATTERSON ROAD SUITE 403 GRAND JUNCTION CO 81501 ENDOCRINOLOGY SERVICES ST MARY'S FAMILY MEDICINE CENTER 2698 PATTERSON ROAD GRAND JUNCTION CO 81501 FAMILY MEDICINE CENTER ST MARY'S HOSPITALIST PROGRAM 2635 N 7TH STREET SUITE 4205 GRAND JUNCTION CO 81501 HOSPITALIST PROGRAM ST MARY'S HYPERBARIC MEDICINE CLINIC 2635 N 7TH STREET GRAND JUNCTION CO 81501 HYPERBARIC MEDICINE SERVICES ST MARY'S INFECTIOUS DISEASE 2643 PATTERSON RD SUITE 401 GRAND JUNCTION CO 81501 INFECTIONS DISEASE CLINIC ST MARY'S LUNG AND SLEEP CENTER 1050 WELLINGTON AVE GRAND JUNCTION CO 81501 LUNG AND SLEEP SERVICES ST MARY'S MATERNAL-FETAL MEDICINE 2643 PATTERSON ROAD SUITE 406 GRAND JUNCTION CO 81501 MATERNAL-FETAL MEDICAL SERVICES ST MARY'S NEONATOLOGY 2635 N 7TH STREET GRAND JUNCTION CO 81501 NEONATAL SERVICES ST MARY'S NEPHROLOGY CLINIC 710 WELLINGTON AVE 20 GRAND JUNCTION CO 81501 NEPHROLOGY SERVICES ST MARY'S NEUROLOGY CLINIC 750 WELLINGTON AVENUE SUITE 3C GRAND JUNCTION CO 81501 NEUROLOGY CLINC ST MARY'S OCCUPATIONAL MEDICINE 2686 PATTERSON ROAD GRAND JUNCTION CO 81501 OCCUPATIONAL MEDICAL SERVICES ST MARY'S PEDIATRIC SPECIALTY CLINIC 2643 PATTERSON ROAD SUITE 603 GRAND JUNCTION CO 81501 PEDIATRIC SPECIALTIES ST MARY'S PHYSICAL MEDICINE AND REHAB 2686 PATTERSON ROAD GRAND JUNCTION CO 81501 PHYSICAL MEDICINE AND REHABILIATION SERVICES ST MARY'S REGIONAL CANCER-ONCOLOGY 750 WELLINGTON AVE GRAND JUNCTION CO 80501 ONCOLOGY CLINIC ST MARY'S REGIONAL CANCER-RADIATION 750 WELLINGTON AVE GRAND JUNCTION CO 80501 RADIATION ONCOLOGY SERVICES ST MARY'S WOUND CLINIC 2635 N 7TH STREET GRAND JUNCTION CO 81501 WOUND CARE CLINIC 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 7CWERE 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 THEORGANIZATION'S FINANCIAL STATEMENTS PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990,PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE ON SCHEDULE H, PART I, LINE 7 COLUMN (F) IS $15,294,527. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES, THOSE THAT ENHANCE EXISTING EFFORTS OR FILL GAPS OF COMMUNITY NEED, INCLUDE PROGRAMS THAT SUPPORT THOSE IN THE COMMUNITY WHO ARE LIVING AT OR BELOW POVERTY. ADMINISTRATIVE LEADERSHIP AND ITS EMPLOYEES PERFORMED CIVIC ACTIVITIES IN WHICH THE SOCIAL AND PHYSICAL HEALTH OF THE COMMUNITY WAS ADVOCATED AS A PRIORITY BY THE HOSPITAL. IN 2014, SMH ADMINISTRATION AND EMPLOYEES PARTICIPATED IN THE FOLLOWING COMMUNITY MEETINGS AND ACTIVITIES: AMERICAN CANCER SOCIETY RACE FOR THE CURE, LIVESTRONG, MARILLAC CLINIC BOARD MEMBERSHIP, BOARD OF HEALTH MEMBER, SUPPORT OF PROGRAMS TO AID THE AGEING POPULATION, INCLUDING A FOSTER GRANDPARENT PROGRAM AND A SENIOR COMPANION PROGRAM. PART III, LINE 1: THE ORGANIZATION REPORTS BAD DEBT IN ACCORDANCE TO HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) STATEMENT NO. 15 TO THE EXTENT THAT HFMA STATEMENT NO. 15 FOLLOWS THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) FOR THE REPORTING OF BAD DEBT. PART III, LINE 2: 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 PATIENTSOPPORTUNITIES TO APPLY FOR FREE OR DISCOUNTED CARE OR TO BE ENROLLED IN AGOVERNMENT SPONSORED MEDICAL CARE PROGRAM. THE PROCESS INCLUDESIDENTIFYING PATIENTS WITH A FINANCIAL CONCERN AND PROVIDING FINANCIALCOUNSELING AND ASSISTANCE IN APPLYING FOR THE ORGANIZATION'S CHARITY CAREAND OTHER FINANCIAL ASSISTANCE PROGRAMS.CERTAIN PATIENT ACCOUNTS ARE WRITTEN OFF TO BAD DEBT BECAUSE THEORGANIZATION DOES NOT HAVE SUFFICIENT INFORMATION TO DETERMINE IF THE PATIENT WOULD QUALIFY FOR FREE CARE OR FINANCIAL AID. THEREFORE, IT ISPOSSIBLE THAT SOME BAD DEBT IS ACTUALLY CHARITY CARE. HOWEVER, IF APATIENT ACCOUNT IS WRITTEN OFF TO BAD DEBT AND THE COLLECTION AGENCY LATERDETERMINES THAT THE PATIENT WOULD HAVE QUALIFIED FOR FREE CARE ORFINANCIAL AID, THEN THE BAD DEBT EXPENSE IS RECLASSIFIED TO CHARITY CARE.THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE ORGANIZATIONS FINANCIALSTATEMENTS THAT DESCRIBE THE BAD DEBT ALLOWANCE AND BAD DEBT EXPENSE:THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'SASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING THEBUSINESS AND GENERAL ECONOMIC CONDITION IN ITS SERVICE AREA, TRENDS INHEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THEYEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLEACCOUNTS BASED UPON HISTORICAL COLLECTION EXPERIENCE BY PAYOR CATEGORY ANDOTHER FACTORS. THE RESULTS OF THESE REVIEWS ARE THEN USED TO MAKEMODIFICATIONS TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THE ALLOWANCEFOR UNCOLLECTIBLE ACCOUNTS INCLUDES A RESERVE FOR BOTH UNINSURED PATIENTSAND BALANCES DUE FROM PATIENTS AFTER INSURANCE. PART III, LINE 4: 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.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 TO THE ORGANIZATIONS 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: IDENTIFICATION OF HEALTH PRIORITIES IS A DYNAMIC AND CYCLICAL PROCESS WHICH REQUIRES OF PERIODIC REEVALUATION. THE IMPLEMENTATION OF PRIORITY AREA STRATEGIES AND THEIR OUTCOMES WILL BE TRACKED AND REPORTED ANNUALLY. EMERGING HEALTH NEEDS MAY NECESSITATE THE REALIGNMENT OF RESOURCES. ADAPTABILITY WILL BE AMONG THE CHIEF VIRTUES OF ANY PLAN OR STRATEGY DEDICATED TO IMPROVING HEALTH AND QUALITY OF LIFE IN MESA COUNTY. 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 ASSITANCE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL'S WEBSITE. THE POLICYY AND APLLICATION ARE ALSO AVAILBLE 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. MARY'S IS A LEADING PROVIDER OF COMMUNITY BENEFIT FOR RESIDENTS OF WESTERN COLORADO AND EASTERN UTAH. THE HOSPITAL IS LOCATED IN GRAND JUNCTION, CO THE LARGEST CITY BETWEEN SALT LAKE CITY, UTAH AND DENVER, COLORADO; THEREFORE, IT SERVES AS A REGIONAL HUB FOR SERVICES AND MEDICAL TECHNOLOGIES. MESA COUNTY LIES ON THE WESTERN BORDER OF COLORADO AND COVERS 3,309 SQUARE MILES. ACCORDING TO THE COLORADO STATE DEMOGRAPHY OFFICE THE ESTIMATED 2014 POPULATION OF MESA COUNTY IS 148,255 (US CENSUS BUREAU 2014 ESTIMATE). MESA COUNTY HAS EXPERIENCED STEADY POPULATION GROWTH RATES AND IS EXPECTING THIS TREND TO CONTINUE. HISTORICALLY, THE AREA HAS GROWN AT 2%, ANNUALLY, AND IS PROJECTED TO CONTINUE TO GROW AT 2.3%, ANNUALLY, THROUGH 2018. THESE PROJECTIONS WERE PROVIDED PRIOR TO AND DURING THE ECONOMIC DOWNTURN. HOW THE RECESSIONARY INFLUENCES WILL AFFECT POPULATION GROWTH AND MOVEMENT WILL BE AN INDICATOR WE WILL INVESTIGATE EACH YEAR AS THE PROJECTIONS ARE MADE AVAILABLE. THE 'BABY-BOOMER' COHORT IS PROJECTED TO BE ONE OF THE FASTEST GROWING POPULATION SEGMENTS AND HISTORICALLY HAS BEEN PROVIDED THE MONIKER FOR BEING THE MOST SIGNIFICANT MARKET FORCE DRIVING DEMAND GROWTH AND CHANGES IN HOW CONSUMERS ENGAGE THE HEALTH CARE DELIVERY SYSTEM. ST. MARY'S WILL CONTINUE STRIVING TO PROVIDE HIGH QUALITY CARE OFFERING A FAVORABLE CONSUMER VALUE PROPOSITION TO MATCH THE COMMUNITY'S RISING EXPECTATIONS. IN CORRELATION WITH ST. MARY'S TREMENDOUS GROWTH IN BIRTHS, TODAY'S GENERATION Z (0-14) NOW REPRESENTS A SUBSTANTIALLY LARGE AND FAST GROWING AGE COHORT.FOR ADDITIONAL COMMUNITY STATISTICAL INFORMATION INCLUDING UNINSURANCE RATES (18% IN 2014), SPECIAL HEALTH RELATED ISSUES, COMMUNITY RISK FACTORS AND OTHER HEALTH RELATED INDICATORS PLEASE REFER TO THE MOST RECENT COMMUNITY HEALTH ASSESSMENT SURVEY AT HTTP://HEALTH.MESACOUNTY.US/PROMOTION OFCOMMUNITY HEALTH. PART VI, LINE 5: WE EXTEND OUR CARE BEYOND OUR HOSPITAL'S WALLS IN ORDER TO IMPROVE THE HEALTH OF OUR COMMUNITY. SENIOR PROGRAMS - SENIOR COMPANION, FOSTER GRANDPARENT AND GRAY GOURMET. THESE FEDERAL PROGRAMS ARE FINANCIALLY SUPPORTED BY ST. MARY'S. ORIGINALLY SPONSORED BY MESA COUNTY, ST. MARY'S ASSUMED SPONSORSHIP AND SUPPORT OF THESE PROGRAMS DURING THE ECONOMIC DOWNTURN OF THE 1980'S WHEN THE COUNTY SUFFERED SEVERE BUDGET CONSTRAINTS FROM THE LOSS OF ENERGY-RELATED REVENUES. ST. MARY'S HAS CONTINUED TO SPONSOR AND SUPPORT THESE PROGRAMS BECAUSE OF THE UNIQUE SERVICES THEY PROVIDE TO THE SENIORS IN NEED IN MESA COUNTY. ST. MARY'S SENIOR COMPANION PROGRAM HELPS OLDER ADULTS REMAIN HEALTHY, INDEPENDENT, AND IN THEIR OWN HOMES. THE NEED FOR THIS PROGRAM GROWS OUT OF THE PROBLEMS FACED BY SENIORS WHEN THEY OR THEIR PARTNER DEVELOPS MOBILITY ISSUES AND NEED HELP WITH EVERYDAY TASKS. VOLUNTEER COMPANIONS SERVED NEARLY 30,000 HOURS HELPING 350 SENIORS WITH DAILY ACTIVITIES, SUCH AS GROCERY SHOPPING, BILL PAYING, AND TRANSPORTATION TO MEDICAL APPOINTMENTS. WITHOUT HELP OF SENIOR COMPANIONS, MANY OLDER ADULTS WOULD BE FORCED TO LEAVE THEIR HOMES FOR ASSISTED LIVING FACILITIES OR NURSING HOMES. MANY WOULD NEED TO RELY ON PUBLIC SUPPORT SUCH AS MEDICAID TO PAY FOR THESE SERVICES. BY PROVIDING LOW-COST, PERSONAL INTERACTION WITH AT-RISK SENIORS, THE PROGRAM HELPS ENSURE SENIORS ARE ABLE TO GET GROCERY SHOPPING, MEDICAL APPOINTMENT AND ERRANDS COMPLETED. THE PROGRAM BENEFITS MORE THAN ST. MARY'S BECAUSE THE GOAL OF THE PROGRAM IS TO KEEPSENIORS LIVING INDEPENDENTLY OUTSIDE OF ASSISTED LIVING AND TO REDUCE THE RISK OF ILLNESS OR ACCIDENT THAT WOULD REQUIRE A HOSPITAL STAY. IN ADDITION TO MAJOR SUPPORT PROVIDED BY ST. MARY'S, THE COMMUNITY PROVIDES ADDITIONAL FINANCIAL SUPPORT THROUGH CONTRIBUTIONS TO ENHANCE THE SERVICES PROVIDED.ST. MARY'S FOSTER GRANDPARENT PROGRAM PROVIDES TWO TYPES OF SUPPORT IN THE COMMUNITY: 1) ASSISTANCE FOR AT-RISK YOUTH, AND 2) A SOURCE OF INCOME FOR LOW-INCOME SENIORS. QUALIFIED SENIOR VOLUNTEERS RECEIVE A TAX-FREE HOURLY STIPEND. PROVIDING NEARLY 60,000 HOURS OF INVALUABLE TUTORING, MENTORING AND ONE-ON-ONE EDUCATIONAL SUPPORT FOR 1,500+ AT-RISK CHILDREN, THE PROGRAM WORKS IN COLLABORATION WITH A BROAD RANGE OF COMMUNITY AGENCIES INCLUDING: MESA COUNTY SCHOOL DISTRICT; DELTA COUNTY SCHOOL DISTRICT; ROCKY MOUNTAIN HEAD START, MIGRANT HEAD START, KIDS OF THE KINGDOM, CHILD QUEST, LIL'MAVERICKS, AND COLLBRAN JOB CORPS, JUST TO NAME A FEW. WITHOUT THE PROGRAM, MORE YOUTH WOULD LIKELY DROP OUT OF SCHOOL AND REQUIRE PUBLICLY SUPPORTED INTERVENTION, AND SENIORS WOULD RELY MORE HEAVILY ON PUBLICLY AND PRIVATELY SUPPORTED FINANCIAL ASSISTANCE PROGRAMS. THE PRIMARY BENEFICIARIES OF THIS PROGRAM ARE THE PARTICIPATING SENIORS AND STUDENTS AND COMMUNITY AND GOVERNMENT-SUPPORT PROGRAMS, AS THE BENEFITS ACHIEVED ARE OUTSIDE THE REALM OF ST. MARY'S HOSPITAL'S SERVICES. IN ADDITION TO MAJOR SUPPORT PROVIDED BY ST. MARY'S, THE COMMUNITY PROVIDES ADDITIONAL FINANCIAL SUPPORT THROUGH CONTRIBUTIONS TO ENHANCE THE SERVICES PROVIDED.GRAY GOURMET IS A NUTRITIONAL MEAL PROGRAM FOR SENIORS SPONSORED BY ST. MARY'S HOSPITAL. WITH NINE COMMUNITY DINING SITES, HOME-DELIVERED MEALS THROUGH 18 DELIVERY ROUTES, AND OTHER NUTRITION-RELATED SERVICES, GRAY GOURMET IS DEDICATED TO THE GOOD HEALTH OF MESA COUNTY SENIORS. MEALS ARE PREPARED FRESH DAILY. SENIORS CURRENTLY RECEIVE HOT, NUTRIENT-DENSE MEALS IN FRIENDLY COMPANY AT NINE MEAL SITES. HOMEBOUND SENIORS 60 YEARS OF AGE AND OLDER CAN ARRANGE FOR HOME-DELIVERY SERVICE. FOR WEEKENDS, FROZEN MEALS ARE AVAILABLE FOR THOSE ENROLLED IN THE HOME DELIVERY SERVICE. IN 2013, NEARLY 110,000 MEALS WERE SERVED. GRAY GOURMET'S REGISTERED DIETITIAN ASSURES MEALS MEET RECOMMENDED DIETARY STANDARDS. PERSONALIZED DIETARY COUNSELING IS OFFERED TO ALL PARTICIPANTS, AND NUTRITION EDUCATION IS AVAILABLE TO GROUPS. BOTH ARE FREE TO PARTICIPANTS. WITHOUT THE NUTRITIONAL SUPPORT PROVIDED BY GRAY GOURMET, MORE SENIORS WOULD BE PLACED IN ASSISTED LIVING FACILITIES, RELYING ON PUBLIC SUPPORT SUCH AS MEDICAID TO PAY FOR THESE SERVICES. THIS PROGRAM HELPS SENIORS TO CONTINUE TO LIVE INDEPENDENTLY AND REDUCES THE RISK OF A HOSPITAL STAY BECAUSE OF POOR NUTRITION.OUR BOARD OF DIRECTORS REPRESENTS MEDICAL AND BUSINESS PROFESSIONALS, AND ALL PROVIDE HOURS OF SERVICE IN SUPPORT OF OUR HOSPITAL. THEY ARE DEEPLY INVOLVED IN OUR NEEDS ASSESSMENT PROCESS, BUILDING PROGRAMS AND SERVICES, AND COMMUNITY OUTREACH TO ENSURE THAT PEOPLE KNOW ABOUT SERVICES AVAILABLE TO THEM THROUGH OUR HOSPITAL. WHEN ST. MARY'S HOSPITAL & MEDICAL CENTER 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 RESEARCH, AND TO EXPAND ACCESS TO POINTS OF CARE. THESE INVESTMENTS ENSURE WE'LL BE HERE TO CARE FOR FUTURE GENERATIONS. WE ALSO SUPPORT OUR EMPLOYEES IN VOLUNTEERING FOR COMMUNITY ORGANIZATIONS, INCLUDING SERVING ON COMMUNITY BOARDS, AND PROVIDE OPPORTUNITIES FOR THEM TO SUPPORT CAUSES THROUGH HOSPITAL EVENTS SUCH AS UNITED WAY CAMPAIGNS AND FOOD AND CLOTHING DRIVES. WE ARE GOOD CITIZENS AND PARTNER WITH OTHER ORGANIZATIONS AND AGENCIES TO SUPPORT A THRIVING COMMUNITY. ST. MARY'S HOSPITAL OR ITS REPRESENTATIVES ARE MEMBERS OF THE CHAMBERS OF COMMERCE, ROTARY CLUB, AND CLUB 20. WE PROVIDE FINANCIAL SUPPORT FOR THE AMERICAN RED CROSS, MARCH OF DIMES, AMERICAN CANCER SOCIETY, GRAND JUNCTION ECONOMIC PARTNERSHIP AND THE DOWNTOWN DEVELOPMENT AUTHORITY, CATHOLIC OUTREACH, GRAND JUNCITON COMMUNITY HOMELESS SHELTER, HOSPICE AND PALLIATIVE CARE OF WESTERN COLORADO, HILLTOP COMMUNITY RESOURCES, MESA STATE COLLEGE, AND COLORADO REGIONAL WEST MENTAL HEALTH. WE PROVIDE FOCUSED SUPPORT FOR MARILLAC CLINIC, THE COMMUNITY'S HEALTH CLINIC FOR THE UNINSURED. WE WORK CLOSELY TOGETHER TO PROVIDE INTEGRATED CARE FOR THOSE WHO COME TO EITHER FACILITY FOR THEIR HEALTH NEEDS. MARILLAC CLINIC PROVIDES QUALITY PRIMARY HEALTH CARE SERVICES FOR UNINSURED, LOW-INCOME PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE CLINIC IS COMMITTED TO PROVIDING ACCESS TO COMPASSIONATE AND TRUSTWORTHY CARE FOR THE UNINSURED POOR. SERVICES THE CLINIC PROVIDES INCLUDE PRIMARY CARE, ONGOING MANAGEMENT OF CHRONIC DISEASES, MEDICATION, OPTICAL, AND DENTAL ASSISTANCE. IN ADDITION TO FINANCIAL SUPPORT, ST. MARY'S HOSPITAL ASSISTS THE CLINIC IN MANY OTHER WAYS INCLUDING STRATEGY AND OPERATIONS GUIDANCE, DONATING SUPPLIES, AND PROVIDING IT AND FINANCIAL SYSTEMS MANAGEMENT. PART VI, LINE 6: ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., 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 ANDFOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE ANDCOMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE." WESTRIVE TO PROVIDE HIGH-QUALITY, COMPASSIONATE AND AFFORDABLE HEALTHCARE INEACH OF OUR HOSPITAL SITES AND THEIR RESPECTIVE COMMUNITIES, AS WELL AS IN A VARIETY OF OUTPATIENT SETTINGS AND IN THE HOME.SCLHS IS A FAITH-BASED, NONPROFIT HEALTHCARE ORGANIZATION THAT OPERATESEIGHT HOSPITALS, FOUR SAFETY NET CLINICS, ONE CHILDREN'S MENTAL HEALTHCENTER AND MORE THAN 190 AMBULATORY SERVICE CENTERS IN THREE STATES -COLORADO, KANSAS AND MONTANA. THE HEALTH SYSTEM INCLUDES 15,000 FULL-TIMEASSOCIATES AND MORE THAN 500 EMPLOYED PROVIDERS.AS OUR HEALTH SYSTEM GROWS, WE'RE LEVERAGING THAT GROWTH TO ACHIEVEBENEFITS OF SCALE - IDENTIFYING COST AND OTHER ADVANTAGES THAT WE GAIN DUETO OUR SIZE. WE'RE ALSO WORKING TO STREAMLINE AND UNIFY OUR SYSTEMWIDEPROCESSES TO ELIMINATE COSTLY DUPLICATION OF EFFORT. WE ACTIVELY ENCOURAGEOUR PEOPLE TO PURSUE CREATIVE IDEAS THAT IMPROVE EFFICIENCY, SERVICE ANDTHE OVERALL CARE EXPERIENCE. WHEN OUR ASSOCIATES OR LEADERSHIP TEAMSIDENTIFY BEST PRACTICES IN ANY AREA OF CARE, WE RAPIDLY REPLICATE THOSEACROSS ALL CARE SITES.ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., 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, AND MISSION INTEGRATION. 1 ST MARY'S HOSPITAL FOUNDATION 2635 NORTH 7TH STREET GRAND JUNCTION CO 81502 840425720 501(C)(3) 1406882 OPERATIONAL SUPPORT AMERICAN CANCER SOCIETY 2754 COMPAS DRIVE GRAND JUNCTION CO 81506 841316555 501(C)(3) 10000 RELAY FOR LIFE OF GRAND JUNCTION SPONSOR MARCH OF DIMES COLORADO 634 MAIN STREET GRAND JUNCTION CO 81501 131846366 501(C)(3) 10000 MARCH FOR BABIES SPONSORSHIP MARILLAC CLINIC 2333 N 6TH STREET GRAND JUNCTION CO 81501 841085822 501(C)(3) 200000 COST SUPPLIES, SERVICES SUPPORT FOR OPERATIONS HOMEWARD BOUND 2853 NORTH AVENUE GRAND JUNCTION CO 81501 260052916 501(C)(3) 12000 DONOR IN HONOR OF PHYSICIANS' DAY HOPEWEST 3090 B NORTH 12TH STREET FRUITA CO 80506 841316555 501(C)(3) 12000 BLACK TIE & BOOTS RECEPTION AND FASHION SHOW MESA COUNTY PO BOX 20000 GRAND JUNCTION CO 81502 846037667 6000 GRAND VALLEY HEALTH FAIR SPONSORSHIP MIND SPRINGS HEALTH INC 858 GRAND AVENUE GRAND JUNCTION CO 81501 840625890 501(C)(3) 194141 OPERATIONAL SUPPORT FOR WEST SPRINGS HOSPITAL & MIND SPRINGS HEALTH DETOX COLORADO DISCOVER ABILITY PO BOX 1924 GRAND JUNCTION CO 81502 841569050 501(C)(3) 5040 CAMP FREEDOM, CHIEFS' DINNER, WINE AMONG THE VINES SPONSORSHIPS. GRAND VALLEY CATHOLIC OUTREACH 2465 S DOWNING DENVER CO 80210 200064007 501(C)(3) 9500 ANNUAL EMPTY BOWLS SPONSORSHIP AND CHRISTMAS DONATION HILLTOP COMMUNITY RESOURCE 1311 HERMOSA GRAND JUNCTION CO 81501 742321009 501(C)(3) 51000 B4 BABIES AND BEYOND WESTERN SLOPE CENTER FOR CHILDREN 259 GRAND AVENUE GRAND JUNCTION CO 81501 841128554 501(C)(3) 8500 SUPPORT HIRING OF SANE COORDINATOR, SPIN CITY ROCK & ROLL SPONSORSHIP COUNSELING & EDUCATION CENTER 2708 PATTERSON ROAD GRAND JUNCTION CO 81506 742232416 501(C)(3) 10500 OPERATIONAL SUPPORT QUALITY HEALTH NETWORK 2764 COMPAS DRIVE GRAND JUNCTION CO 81506 201632384 501(C)(3) 300000 OPERATIONAL SUPPORT SUICIDE PREVENTION FUND PO BOX 4367 GRAND JUNCTION CO 81502 203972058 501(C)(3) 10000 OPERATIONAL SUPPORT HOLY FAMILY CATHOLIC SCHOOL 786 26 1/2 ROAD GRAND JUNCTION CO 81506 860297730 501(C)(3) 15000 OPERATIONAL SUPPORT PROJECT CURE 10377 E GEDDES AVENUE CENTENNIAL CO 80112 841568566 501(C)(3) 184235 COST SURGERY INVENTORY OPERATIONAL SUPPORT GRAND JUNCTION COMMUNITY HOMELESS SHELTER 2853 NORTH AVENUE GRAND JUNCTION CO 81502 981621600 501(C)(3) 15024 COST LINEN SERVICES FOR SHELTER OPERATIONAL SUPPORT 17 1 TRANSPORTATION FOR INDIGENTS 2200 72944 TRANSPORTATION FOR INDIGENTS PART I, LINE 2: PROCESS FOR MONITORING GRANTS AND AWARDS THE ORGANIZATION KEEPS RECORDS TO SUPPORT THE AMOUNTS PROVIDED OR REASON FOR SUCH SUPPORT. SUPPORT IS NOT CONSIDERED GRANTS, BUT RATHER MISCELLANEOUS DONATIONS AND SPONSORSHIPS. 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. X 0 1 1 1 0 0 0 0 0 1 0 CHRISTINE WOOLSEY SVP SCLHS 0 281511 0 72051 0 11949 0 72495 0 15602 0 453608 0 0 DAVID JAMES MD DIRECTOR 348226 0 0 0 4407 0 16120 0 23514 0 392267 0 0 0 MICHAEL MCBRIDE PRESIDENT/CEO 0 431104 0 90269 0 15564 0 144177 0 20159 0 701273 0 0 TERRI CHINN VP-CHIEF FINANCIAL OFCR-SMGJ 0 245081 0 0 0 2698 0 37162 0 11926 0 296867 0 0 BRIAN DAVIDSON MD VP MEDICAL AFFAIRS - SMGJ 0 131763 0 0 0 116736 0 16666 0 8151 0 273316 0 0 CHRISTOPHER STEEN MD VP MEDICAL GROUP 0 197253 0 15422 0 1573 0 34304 0 19650 0 268202 0 0 DANIEL PRINSTER VP BUSINESS DEVELOPMENT - SMGJ 0 209103 0 31689 0 4070 0 36303 0 24885 0 306050 0 0 DORA PETERSON VP PATIENT SERVICES - SMGJ 0 234357 0 35766 0 8928 0 36045 0 12277 0 327373 0 0 GEORGE SCOTT MD CHIEF MEDICAL INFO OFFICER 238469 0 24132 0 1678 0 16659 0 16896 0 297834 0 0 0 JOHN BEESON MD VP & CMO - THRU 7/19/2014 0 0 0 0 0 184631 0 0 0 10495 0 195126 0 0 JUDITH WHITE HOUSE VP HUMAN RESOURCES - SMGJ 0 207211 0 31792 0 3489 0 32252 0 13208 0 287952 0 0 REZA KALEEL EXEC VP COO SMGJ 0 292763 0 44652 0 1220 0 47664 0 14552 0 400851 0 0 BRIAN WITWER MD NEURO SURGEON 944225 0 0 0 3354 0 18720 0 18581 0 984880 0 0 0 JAMES NARROD MD CARDIOVASCULAR SURGEON 703435 0 0 0 7991 0 18720 0 25660 0 755806 0 0 0 EDWARD MAURIN MD NEURO SURGEON 584348 0 25000 0 3357 0 0 0 14637 0 627342 0 0 0 SARA PEREIRS MD CARDIOVASCULAR SURGEON 573875 0 0 0 2528 0 15353 0 25778 0 617534 0 0 0 DOUGLAS ROCK MD DOCTOR - RADIATION ONCOLOGY 511656 0 66042 0 2947 0 16120 0 20344 0 617109 0 0 0 FOREST BINDER FORMER CFO 0 283218 0 44384 0 10661 0 47719 0 20226 0 406208 0 0 ROBERT LADENBURGER FORMER CEO 0 407405 0 189409 0 966843 0 17033 0 12676 0 1593366 0 0 THAD RITTER FORMER OFFICER 120752 0 11544 0 2535 0 3784 0 17675 0 156290 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS ALLOW FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION AND TEMPORARY HOUSING. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE IDIVIDUALS LISTED THAT WERE TAXED FOR 2014 WERE: BRIAN DAVIDSON PART I, LINE 1B: TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - WRITTEN POLICY THE ORGANIZATION AND RELATED ORGANIZATIONS DO NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE; PROPER APPROVAL FROM THE EMPLOYEE'S MANAGER IS REQUIRED. IN ADDITION, APPROVAL IS ALSO REQUIRED FROM HUMAN RESOURCES. PART I, LINES 4A-B SCHEDULE J, PART I, LINE 4A; THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE AMOUNTS PAID TO LISTED INDIVIDUALS FOR SEVERANCE IN 2014 WERE: ROBERT LADENBURGER - $603,601, JOHN BEESON - $178,143. SCHEDULE J, PART I, LINE 4B; PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) FOR EXECUTIVES 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. PRIOR TO 2014, THE RELATED ORGANIZATION'S NQDC 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. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. IN 2014, THE RELATED ORGANIZATION'S NQDC PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS 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. THE RELATED ORGANIZATION HAS DETERMINED THAT THESE BENEFITS SHOULD BE SUBJECT TO TAXATION AS THEY ARE EARNED AND VESTED RATHER THAN WHEN THEY ARE RECEIVED. AS A RESULT, THE TOTAL NONQUALIFIED RETIREMENT PLAN BENEFITS, WHICH WERE ACCRUED AND VESTED IN THE CURRENT YEAR, ARE NOW 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. THE AMOUNTS WITHDRAWN FROM THE PLAN FOR TAXES IN 2014 WERE: NONE. FOR CONTRIBUTIONS MADE IN 2014, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2014. 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. IN ADDITION, FOR AMOUNTS CONTRIBUTED 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. THE AMOUNTS WITHDRAWN FROM THE PLAN IN 2014 WERE: ROBERT LADENBURGER - $1,702,647. PART I, LINE 7 OTHER NON-FIXED PAYMENTS 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 OPERATING INCOME AND OTHER PLAN PERFORMANCE STANDARDS. AWARDS ARE BASED ON HOW WELL THE HEALTH CARE SYSTEM OR THE CARE SITE PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED BY THE CARE SITE CEO OR THE HEALTH CARE SYSTEM SERVICES SENIOR EXECUTIVE LEADERSHIP TEAM FOR THAT PLAN YEAR. THE AT RISK COMPENSATION PLANS ARE BASED ON A COMBINATION OF PERFORMANCE MEASURES. PERFORMANCE MEASURES INCLUDE PATIENT EXPERIENCE, PATIENT SAFETY, EMPLOYEE SAFETY, COMMUNITY BENEFIT AND OPERATING INCOME. 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. SCHEDULE J - ADDITIONAL OFFICER AND BOARD DISCLOSURES THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) AND RELATED TAX EXEMPT ORGANIZATIONS CONSISTS OF NINE HOSPITALS, TEN FOUNDATIONS AND FOUR CLINICS IN FOUR 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 IS CONSISTENT WITH MARKET VALUE AND THE PAY PHILOSOPHY SET BY THE BOARD. THE PAY PHILOSOPHY SET BY THE BOARD IS TO PAY AT THE MIDDLE OF THE MARKET FOR EXECUTIVES OF SIMILAR SIZED ORGANIZATIONS OVERALL. SCLHS EXECUTIVE COMPENSATION IS COMPARABLE TO THAT PROVIDED BY SIMILAR, NOT-FOR-PROFIT HEALTHCARE SYSTEMS AND HOSPITALS. 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 SYSTEM. HOWEVER, PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. WESTERN THERAPUTICS DIRECTOR OWNS MORE THAN 5% 81900 SEE PART V 0 FORM 990, SCHEDULE L, PART IV MIKE MURRAY, M.D. IS A PART OWNER IN WESTERN THERAPEUTICS. WESTERN THERAPEUTICS PROVIDES LITHOTRIPSY SERVICES TO ST. MARY'S HOSPITAL & MEDICAL CENTER. ALL TRANSACTIONS WITH WESTERN THERAPEUTICS ARE NEGOTIATED AT ARMS LENGTH. FORM 990, PART III, LINE 4A-4D ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., (SMMC) IN GRAND JUNCTION, CO., IS THE LARGEST MEDICAL CENTER BETWEEN DENVER AND SALT LAKE CITY AND IS COMMITTED TO PUTTING PEOPLE FIRST. SERVING THE HEALTHCARE NEEDS OF WESTERN COLORADO AND EASTERN UTAH FOR NEARLY 120 YEARS, SMMC IS A FAITH-BASED, NONPROFIT PROVIDER AND IS PART OF SCL HEALTH. FOUNDED IN 1896 BY THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., SMMC HAS A RICH HISTORY OF SERVING THE MANY NEEDS OF ITS COMMUNITY, FROM ADVANCED MEDICAL CARE TO CHARITABLE GIVING. AS SMMC CELEBRATED ITS 100TH ANNIVERSARY IN 1996, ITS LEADERS RECOMMITTED TO THE RENOWNED STATEMENT OF SISTER XAVIER ROSS, FOUNDER OF THE SISTERS OF CHARITY OF LEAVENWORTH. IN ALL ST. MARY'S ACTIONS, WE WILL: "... LOOK FORWARD TO THE GOOD THAT IS YET TO BE." THROUGHOUT OUR HISTORY, THE GENEROSITY OF WESTERN COLORADANS HAS ENABLED ST. MARY'S TO GROW TO MEET HEALTHCARE NEEDS. CONTRIBUTIONS OF LAND, FUNDS, TIME, AND TALENT ALLOWED US TO KEEP PACE WITH AN EXPANDING POPULATION AND MEDICAL ADVANCES. ST. MARY'S HOSPITAL AND MEDICAL CENTER, INC. (ST. MARY'S) IS A FULL-SERVICE HOSPITAL PROVIDING QUALITY HEALTHCARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS THE LARGEST HEALTHCARE FACILITY IN A 250-MILE RADIUS, ST. MARY'S PROVIDES MANY ADVANCED HEALTHCARE SERVICES NOT OFFERED BY ANY OTHER FACILITIES IN WESTERN COLORADO AND EASTERN UTAH, INCLUDING COMPREHENSIVE CARDIAC SERVICES, OPEN HEART SURGERY, COMPREHENSIVE CANCER CARE, A NEWBORN INTENSIVE CARE, AND LEVEL II TRAUMA SERVICES. ST. MARY'S IS LICENSED FOR 346 BEDS. ST. MARY'S OPERATES THE ONLY LEVEL II TRAUMA CENTER BETWEEN DENVER, CO AND SALT LAKE CITY, UT. WITH A 24-7 EMERGENCY DEPARTMENT STAFFED WITH EXPERIENCED EMERGENCY MEDICINE, TRAINED PHYSICIANS AND NURSES, TRAUMA AND NEUROSURGEONS ALWAYS AVAILABLE, AND AIR MEDICAL TRANSPORT SERVICES. ST. MARY'S CARES FOR SERIOUSLY ILL AND INJURED PATIENTS. THE TRANSPORT HELICOPTER ALSO ASSISTS IN RESCUE OR EVACUATION EFFORTS. MOST OF ST. MARY'S OUTPATIENT HEALTHCARE SERVICES ARE DELIVERED IN CLINIC FACILITIES CONVENIENTLY LOCATED NEAR BUT SEPARATE FROM THE MAIN HOSPITAL CAMPUS. WITH THEIR OWN ENTRANCES AND PARKING LOTS, THESE FACILITIES KEEP PATIENTS OUT OF THE TRAFFIC AND ACTIVITY FLOW OF THE HOSPITAL BUT CLOSE TO THE MAJOR CONCENTRATION OF MEDICAL SERVICES AND PHYSICIAN OFFICES IN THE COUNTY. ST. MARY'S ADVANCED MEDICINE PAVILION HOUSES OUT-PATIENT MEDICAL AND RADIOLOGY CANCER CARE, IMAGING, BLOOD DONATION, AND LABORATORY SERVICES. ST. MARY'S LIFE CENTER CONTAINS REHABILITATION, WELLNESS, AND WEIGHT LOSS/MANAGEMENT SERVICES. A THIRD FREE-STANDING FACILITY HOUSES ST. MARY'S FAMILY MEDICINE RESIDENCY PROGRAM, WHICH TRAINS PHYSICIANS TO CARE FOR FAMILIES IN SMALL TOWNS AND RURAL AREAS; ST. MARY'S FAMILY MEDICINE CENTER, A MEDICAL CLINIC SPECIALIZING IN PRE-NATAL, OBSTETRICAL, PEDIATRIC, FAMILY, AND GERIATRIC CARE; AND ST. MARY'S WOUND CLINIC. RELEVANT STATISTICS FOR 2014: ADMISSIONS - 12,599 OUTPATIENT VISITS - 286,236 BIRTHS - 2101 SURGERIES - 7806 LAB TESTS - 840,381 FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION WERE AMENDED TO DELINEATE THE POWERS RESERVED FOR THE SOLE MEMBER SISTERS OF CHARITY OF LEAVNEWORTH HEALTH SYSTEMS, INC. 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. MARY'S HOSPITAL & MEDICAL CENTER, INC. 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. MARY'S HOSPITAL & MEDICAL CENTER, INC., APPOINTS MEMBERS OF ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., 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 BYLAWS REGARDING APPOINTMENT OF BOARD MEMBERS. SCLHS ALSO HAS EXTENSIVE RESERVE POWERS OVER ANY CHANGE IN MISSION, CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS, ACQUISITION OF ASSETS, INCURRENCE OF DEBT, MERGER OR DISSOLUTION, APPROVAL OF STRATEGIC PLANS AND BUDGETS, AND APPOINTMENT OF AUDITORS. FORM 990, PART VI, SECTION B, LINE 11 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; THE ORGANIZATION'S EXECUTIVES, DIRECTORS, MANAGERS, BOARD MEMBERS, BOARD COMMITTEE MEMBERS, MEDICAL EXECUTIVE COMMITTEE (MEC) MEMBERS AND OTHER PHYSICIANS IN DECISION MAKING ROLES OR SERVING ON COMMITTEES, COMPLETE A NEW CONFLICT OF INTEREST (COI) DISCLOSURE FORM EACH YEAR. A COPY OF THE POLICY IS DISTRIBUTED ALONG WITH THE COI FORMS. IN THE EVENT OF A CHANGE OF CIRCUMSTANCE, EACH INDIVIDUAL WHO HAS ALREADY SIGNED A COI IS EXPECTED TO NOTIFY THE ORGANIZATION OF THE CHANGE AND UPDATE THE CONFLICT OF INTEREST INFORMATION. THE STATEMENTS ARE REVIEWED AND COI ISSUES ARE ADDRESSED BY THE ORGANIZATION'S RESPONSIBILITY OFFICE (ORO) AND LEADERSHIP AT THE APPROPRIATE LEVEL: BOARD MEMBERS - BY BOARD CHAIR PHYSICIANS - BY THE MEC PRESIDENT EXECUTIVES - BY THE PARENT ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. DIRECTORS AND MANAGERS - BY ADMINISTRATION THE SIGNED COI FORMS ARE MAINTAINED IN ADMINISTRATION AND IN COMPLIANCE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS FOR THE EXECUTIVES ARE MAINTAINED AT SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AT THE BEGINNING OF BOARD AND BOARD COMMITTEE MEETINGS, THE QUESTION OF COI IS ASKED OF THOSE IN ATTENDANCE. WHEN AN ACTUAL CONFLICT IS IDENTIFIED, THE INDIVIDUAL IS EXCUSED FROM PARTICIPATING IN THE DISCUSSIONS AND DECISION-MAKING. FORM 990, PART VI, SECTION B, LINE 15B FORM 990, PART VI, SECTION B (POLICIES) LINES 15(A) & 15(B) THE ORGANIZATION'S OFFICERS ARE PAID BY A RELATED ORGANIZATION, THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) SCLHS' PROCESS FOR DETERMINING COMPENSATION FOR THE TOP MANAGEMENT AND SENIOR LEADERSHIP IS THE RESPONSIBILITY OF THE COMPENSATION COMMITTEE. THIS COMMITTEE IS COMPOSED OF THREE OR MORE MEMBERS WHO ARE NOT CURRENT EMPLOYEES OF SCLHS, OR FORMER EMPLOYEES WITH NO ACTIVE INTEREST IN THE SCLHS' COMPENSATION PROGRAM, INCLUDING AT LEAST TWO MEMBERS OF THE SCLHS BOARD. SCLHS BELIEVES THAT THE INDEPENDENCE OF THESE MEMBERS IS VITAL TO THE INTEGRITY OF THE PROCESS. THE WORK OF THIS COMMITTEE INCLUDES BEING CONSTANTLY AWARE OF THE CURRENT COMPETITIVE MARKET FOR MANAGEMENT AND SENIOR LEADERS, AS WELL AS COMPILING AND MAINTAINING RECORDS OF COMPARABLE COMPENSATION AND BENEFITS DATA, INCLUDING SURVEYS AND OTHER ANALYSES, TO SUPPORT SCLHS' TOTAL COMPENSATION TO EACH INDIVIDUAL. AS PART OF THE REVIEW PROCESS, SCLHS USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF TOP MANAGEMENT AND SENIOR LEADERSHIP. 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 EXECUTIVES (OFFICERS, KEY EMPLOYEES, ETC.) IS CONSISTENT WITH THE MARKET VALUE AND THE PAY PHILOSOPHY SET BY THE BOARD. MINUTES ARE KEPT CONTEMPORANEOUSLY FOR EACH MEETING OF THE COMMITTEE. LIKEWISE, THE COMMITTEE IS RESPONSIBLE FOR ENSURING THAT NO "EXCESS BENEFIT" IS CONFERRED ON AN INDIVIDUAL, OR THAT SUCH COMPENSATION DOES NOT CONSTITUTE PROHIBITED INUREMENT. THIS PROCESS IS COMPLETED FOR ALL SENIOR LEADERSHIP, AT THE AFFILIATE AND SYSTEM LEVEL, AND THE COMMITTEE'S RECOMMENDATION IS THEN SUBMITTED TO THE SCLHS BOARD FOR APPROVAL. THE CHARGE OF THIS COMMITTEE ADHERES TO SCLHS' CORE VALUE OF STEWARDSHIP, ENSURING THAT THE MINISTRY'S RESOURCES HELD IN TRUST ARE NOT WASTED OR MISUSED, AND ARE DEPLOYED TO EFFECTIVELY AND EFFICIENTLY ADVANCE THE MISSION. FORM 990, PART VI, SECTION C, LINE 19 PART VI, 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. AMENDED RETURN EXPLANATION FORM 990, PAGE 1, PART B AMENDED RETURN SUBSEQUENT TO FILING THE TAX RETURN, THE ORGANIZATION DISCOVERED AN ERROR IN THE ACCOUNTING OF AN INTEREST IN A PARTNERSHIP 75% OWNED BY THE ORGANIZATION. DUE TO THIS ERROR, CERTAIN ACCOUNTS ON THE BALANCE SHEET HAD TO BE RESTATED. ALSO, REVENUE GENERATED BY THE 75% INTEREST OF THE PARTNERSHIP OWNED BY THE FILING ORGANIZATION NEEDED TO BE RECOGNIZED ON THE FORM 990, PART VIII, LINE 2B. THE FOLLOWING PARTS OF THE FORM 990 WERE AMENDED; PART I, LINES 8 - 22 ON THE ORIGINAL RETURN, THE AMOUNTS LISTED UNDER PRIOR YEAR WERE INCORRECT. THE AMOUNTS WERE FROM THE 2012 FORM 990, INSTEAD OF THE 2013 FORM 990. THIS AMENDED RETURN LISTS AMOUNTS FROM THE AMENDED 2013 FORM 990. PART VIII, LINE 2G INCREASE IN PROGRAM SERVICE REVENUE $12,702,772. PART X, BEGINNING OF YEAR LINE 12, INCREASE IN INVESTMENTS - OTHER SECURITIES $11,779,639 LINE 15, INCREASE IN OTHER ASSETS $60,511,500 LINE 27, INCREASE IN UNRESTRICTED NET ASSETS $72,291,139 PART X, END OF YEAR LINE 12, INCREASE IN INVESTMENTS - OTHER SECURITIES $13,496,767 LINE 15, INCREASE IN OTHER ASSETS $71,497,144 LINE 27, INCREASE IN UNRESTRICTED NET ASSETS $84,993,911 PART XI LINE 1, INCREASE IN TOTAL REVENUE $12,702,772 LINE 3, INCREASE IN REVENUE LESS EXPENSES $12,702,772 LINE 4, INCREASE IN NET ASSETS BEGINNING OF YEAR $72,291,139 LINE 10, INCREASE IN NET ASSETS AT END OF YEAR $84,993,911 SCL HEALTH MEDICAL GROUP-GRAND JUNCTION LLC 2635 NORTH 7TH STREET GRAND JUNCTION CO 81502 463778277 PHYSICAL SERVICES CO 0 0 ST MARY'S HOSPITAL & MEDICAL CENTER INC SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC 2420 W 26TH AVE SUITE 100D DENVER CO 80211 237379161 MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES KS 501(C)(3) LINE 11B, II N/A 0 CARITAS CLINICS INC 818 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