2014-11-13T16:47:06-06:00 2013-12-31 135565207 KPMG LLP 1212 NORTH 96TH STREET SUITE 300 OMAHA NE 68114 990 2013-01-01 470639839 NEBRASKA METHODIST HEALTH SYSTEM INC NEBR 4023544840 8511 WEST DODGE ROAD OMAHA NE 68114 LINDA BURT VICE PRES-FINANCE & CFO 4023544000 2014-11-13 1 P01231721 4023481450 2013 2015-11-30 17:44:51Z JOHN FRASER 8511 WEST DODGE ROAD OMAHA NE 68114 54729617 0 X WWW.BESTCARE.ORG X 1981 NE OPERATED EXCLUSIVELY FOR THE BENEFIT OF NEBRASKA METHODIST HOSPITAL & ITS RELATED ORGANIZATIONS. 19 14 647 0 882745 0 10000 50000 40619848 40970461 11452 248204 925306 1047290 41566606 42315955 259222 152254 0 0 32105538 33533622 0 0 0 9530510 10807959 41895270 44493835 -328664 -2177880 50969780 138193471 78853476 18590197 -27883696 119603274 X THE MISSION OF NEBRASKA METHODIST HEALTH SYSTEM IS TO CARE FOR PEOPLE BY DEVELOPING THE SPIRITUAL, HUMAN, FINANCIAL AND PHYSICAL RESOURCE BASE NEEDED TO PROVIDE THE BEST POSSIBLE HEALTH CARE SERVICES. THE PRIMARY WAY IN WHICH NEBRASKA METHODIST HEALTH SYSTEM PURSUES THIS MISSION IS THROUGH THE MONITORING AND COORDINATION OF ACTIVITIES AND BY REMAINING ALERT TO THE PHILOSOPHIES OF HEALING MINISTRIES AS REPRESENTED BY THE UNITED METHODIST CHURCH IN ITS ECUMENICAL RELATIONSHIPS AND CONCERNS. 0 0 36941844 152254 39169925 NEBRASKA METHODIST HEALTH SYSTEM SUPPORTS THE MISSION OF CARING FOR PEOPLE THROUGH THE COORDINATION OF THE METHODIST HEALTH SYSTEM FAMILY OF RELATED CORPORATIONS.TO ACHIEVE THE HIGHEST QUALITY HEALTHCARE AT THE LOWEST COST, THE NEBRASKA METHODIST HEALTH SYSTEM HAS CONSOLIDATED SEVERAL ESSENTIAL FUNCTIONS, AND, IN TURN, PROVIDES THESE SERVICES FROM A CENTRALIZED SOURCE FOR MAXIMUM EFFICIENCY TO ALL AFFILIATED PROVIDERS. THE SERVICES INCLUDE MANAGEMENT CONSULTING, FINANCE, OPERATIONS ANALYSIS, DATA PROCESSING AND HUMAN RESOURCES FUNCTIONS. 2053772 0 2024801 BEST CARE EAP IS A PREMIER PROVIDER OF CUSTOMIZED EMPLOYEE ASSISTANCE PROGRAMS, MANAGEMENT CONSULTATION, EMPLOYEE AND LEADERSHIP TRAINING AND DEVELOPMENT, PERFORMANCE COACHING AND WORK/LIFE SERVICES. BEST CARE EAP PARTNERS WITH ORGANIZATIONS ACROSS THE COUNTRY TO FACILITATE A HEALTHIER, MORE PRODUCTIVE WORKFORCE.THE EMPLOYEE ASSISTANCE PROGRAM (EAP) CONDUCTS CRITICAL SUPPORT ACTIVITIES FOR TRAUMATIC EVENTS SUCH AS THE DEATH OF AN EMPLOYEE, WORKPLACE ACCIDENTS, NATURAL DISASTERS AND VIOLENCE IN THE WORKPLACE. TRAUMA RESPONSE INCLUDES IMMEDIATE PHONE CONSULTATION, THE GOAL OF TRAUMA RESPONSE IS TO MINIMIZE THE DAMAGE CREATED BY THE ORDEAL AND TO SPEED THE RECOVERY PROCESS FOR PERSONNEL AND THE ORGANIZATION. EAP ALSO ASSISTS MANAGERS IN RECOGNIZING POST-TRAUMA SYMPTOMS AND PROVIDES GUIDANCE ON HOW TO REFER THE EMPLOYEE TO EAP. DURING AND AFTER, COUNSELORS WILL IDENTIFY AND REFER THOSE EMPLOYEES NEEDING FURTHER COUNSELING ASSISTANCE. SPECIALLY TRAINED PROFESSIONAL COUNSELORS CONDUCT SHORT TERM COUNSELING SERVICES TO HELP INDIVIDUALS AND FAMILIES OFFERING AN UNBIASED, INFORMAL AND CONFIDENTIAL ENVIRONMENT TO WORK THROUGH PERSONAL PROBLEMS AND FINANCIAL DIFFICULTIES.DURING 2013, THE EAP ALSO FACILITATED EMPLOYEE AND SUPERVISORY TRAINING IN SUCH AREAS AS MANAGEMENT, WELLNESS, ATTITUDE/MOTIVATION AND HUMAN RESOURCES TOPICS. 38995616 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 91 0 647 1 1 1 0 0 0 0 0 0 0 0 0 X 19 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X LINDA K BURT 4023544840 8511 W DODGE ROAD OMAHA NE 68114 X SPENCER STEVENS CHAIRMAN 1.00 0.00 X X 0 0 0 LARRY V PEARSON VICE CHAIRMAN 1.00 0.00 X X 0 0 0 ART N BURTSCHER TREASURER 1.00 0.00 X X 0 0 0 ADAM YALE SECRETARY 1.00 0.00 X X 0 0 0 JOHN FRASER PRESIDENT/CEO 16.00 24.00 X X 665343 0 195369 LARRY DE ROIN DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN DODGE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD C HAHN DIRECTOR 1.00 0.00 X 0 0 0 KRISTEN HOFFMAN MD DIRECTOR 1.00 39.00 X 0 361883 64800 DAN KINNEY PHD DIRECTOR 1.00 0.00 X 0 0 0 C L LANDEN DIRECTOR 1.00 0.00 X 0 0 0 JOHN LOHRBERG MD DIRECTOR 1.00 39.00 X 0 206720 56272 DIANNE SEEMAN LOZIER DIRECTOR 1.00 0.00 X 0 0 0 DANIEL D LYDIATT MD DIRECTOR 1.00 39.00 X 0 252868 23890 JOHN NELSON DIRECTOR 1.00 0.00 X 0 0 0 SCOTT ROSE MD DIRECTOR 1.00 39.00 X 0 684430 66422 LB RED THOMAS DIRECTOR 1.00 0.00 X 0 0 0 SID DINSDALE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL LEBENS DIRECTOR 1.00 0.00 X 0 0 0 LINDA K BURT VICE PRES FINANCE/CFO 5.00 35.00 X 481614 0 91351 MARK BURMESTER EXECUTIVE 40.00 0.00 X 316061 0 70165 TOM EISERMAN EXECUTIVE 40.00 0.00 X 170205 0 40257 JERRY ELLWANGER EXECUTIVE 40.00 0.00 X 224901 0 76988 TODD GRAGES EXECUTIVE 1.00 39.00 X 404665 0 87096 ROGER HERTZ EXECUTIVE 40.00 0.00 X 237849 0 57330 HOLLY HUERTER MORGAN EXECUTIVE 40.00 0.00 X 274848 0 75914 CYNTHIA PEACOCK EXECUTIVE 1.00 39.00 X 373382 0 70414 ANTON PISKAC EXECUTIVE 39.00 1.00 X 272355 0 67612 STEVE BAUMERT EXECUTIVE 1.00 39.00 X 293431 0 79976 MICHAEL KLEMENZ DIR - BUSINESS INTELLIGENCE 40.00 0.00 X 176776 0 27813 STEPHEN ZUBROD EXECUTIVE 40.00 0.00 X 158638 0 34453 TERI LARSEN DIR - FINANCE REVENUE ANALYTICS 40.00 0.00 X 156357 0 22542 KAY RICHTER DIR - ACCOUNTING 40.00 0.00 X 167026 0 19884 STEVEN ZUBER CHIEF MEDICAL INFO OFFICER 40.00 0.00 X 348527 0 90046 4721978 1505901 1318594 39 0 1 0 ADVISORY BOARD P O BOX 79461 BALTIMORE MD 21279 CONSULTING SERVICE 1188724 CORP 3 DESIGN 1005 SOUTH 76 STREET 104 OMAHA NE 68114 MEDIA CONSULTANTS 486746 STRATA DECISION TECHNOLOGY P O BOX 150497 HARTFORD CT 06115 CONSULTING SERVICE 457222 ANDERSON PARTNERS 6919 DODGE STREET OMAHA NE 68132 ADVERTISING SERVICES 424638 KPMG LLP P O BOX 120001 DALLAS TX 75312 TAX AND AUDITING SERVICE 404540 18 50000 50000 MGMT SERVICE-AFFILIATES 541900 38923128 38923128 EMPLOYEE ASSISTANCE 624100 2024801 2024801 MISC HEALTH SERVICES 624100 22532 22532 40970461 121953 121953 751999 811719 -59720 -59720 -59720 11728194 11601943 126251 126251 126251 MGMT TO TAXABLE SUB. 541610 800232 800232 CAFETERIA INCOME 722100 306778 224265 82513 1107010 42315955 41194726 882745 188484 X 152254 152254 3714654 3714654 21974345 21974345 1812209 1765054 47155 4026426 3147018 879408 2005988 1874588 131400 230116 230116 426743 426743 48000 48000 10217 10217 4513031 4513031 928579 928579 871693 871693 84820 84820 927566 927566 111209 111209 262390 262390 1228410 1228410 18808 8282 10526 DUES, LICENSES, SUBSCRI 337013 337013 CREDIT CARD FEES 296389 296389 POSTAGE 159888 159888 STAFF EDUCATION 138106 138106 214981 214981 44493835 38995616 5498219 0 X 28082764 14193247 790766 805245 5655 6609 445352 436711 35867137 21543285 14881418 14323852 260822 8201615 100000 100000 6403003 100126192 50969780 138193471 9556409 9747038 3797000 3797000 65500067 5046159 78853476 18590197 X -27883696 30337681 88886763 378830 -27883696 119603274 50969780 138193471 X -2177880 199567 149465283 X 0 1 X 1 0 X X X 0 0 0 JENNIE EDMUNDSON HOSP 420680355 3 0 1 1 0 PHYSICIANS CLINIC INC 470687317 9 0 1 1 3653717 NEBR METH HOSP FNDN 470595345 7 0 1 1 2130884 NEBR METH HOSPITAL 470376604 3 1 1 1 0 4 5784601 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 48000 71245 48000 71245 44445835 473111863 44493835 473183108 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 60419 62733 64334 71245 258731 250000 250000 250000 250000 1000000 1500000 479065 96457 5463 570059 0.00000 0.66450 0.33550 0 1 1 7888233 7888233 16222160 12693438 3528722 11756744 8849847 2906897 14323852 DEFERRED FINANCE CHARGES 147139 CONSTRUCTION IN PROGRESS 360275 DEFERRED COMP 3918426 DUE TO AFFILIATES 3368857 PREPAID PENSION ASSETS 3065902 BENEFICIAL INTEREST IN NET ASSETS OF FDN 89265593 100126192 OTHER LONG TERM LIABILITIES 4105045 COND. ASSET RETIREMENT OBLIGATION 941114 5046159 X PART V, LINE 4: FUNDS ARE DESIGNATED FOR CHARITABLE CARE. PART X, LINE 2: THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THERE WERE NO CHANGES MADE TO THE FINANCIAL STATEMENTS DUE TO FIN48. PART IX, LINE 6 IN 2013, NET ASSETS WERE ADJUSTED TO REFLECT THE BENEFICIAL INTEREST IN FOUNDATION NET ASSETS, AN INCREASE OF $89,265,593. 0 GREATER OMAHA CHAMBER FOUNDATION 1301 HARNEY STREET OMAHA NE 68102 470633685 501(C)(3) 30000 SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 EAST PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 501(C)(3) 20205 COMMUNITY HEALTH ACTIVITIES AND PROGRAMS NEBRASKA METHODIST HOSPITAL FOUNDATION 8511 WEST DODGE ROAD OMAHA NE 68114 470595345 501(C)(3) 56143 SUPPORT OF NEBRASKA METHODIST HOSPITAL KNIGHTS OF AK-SAR-BEN FOUNDATION 8707 WEST CENTER ROAD STE 101 OMAHA NE 68124 470447496 501(C)(3) 12250 SCHOLARSHIPS AND COMMUNITY ACTIVITIES WOMEN'S FUND OF GREATER OMAHA 7602 PACIFIC STREET STE 300 OMAHA NE 68114 470840885 501(C)(3) 10000 PROMOTES ECONOMIC, HEALTH AND EDUCATIONAL OPPORTUNITIES FOR METROPOLITAN WOMEN OMAHA SYMPHONY 1605 HOWARD STREET OMAHA NE 68102 476039304 501(C)(3) 14154 PROMOTES CULTURAL AND EDUCATIONAL FINE ARTS PROGRAMS 6 0 PART I, LINE 2: THE NEBRASKA METHODIST HEALTH SYSTEM GENERALLY DOES NOT GIVE GRANTS. WHEN IT DOES DO SO, IT MAKES THE GRANT IN THE BEST INTEREST OF THE COMMUNITY AND INSURES THAT THE DONEE ORGANIZATION IS A 501(C)(3). X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 JOHN FRASER PRESIDENT/CEO 629586 0 0 0 35757 0 183567 0 12791 0 861701 0 0 0 KRISTEN HOFFMAN MD DIRECTOR 0 294441 0 64214 0 3228 0 50662 0 14397 0 426942 0 0 JOHN LOHRBERG MD DIRECTOR 0 156271 0 32175 0 18274 0 40549 0 17429 0 264698 0 0 DANIEL D LYDIATT MD DIRECTOR 0 250009 0 0 0 2859 0 23890 0 259 0 277017 0 0 SCOTT ROSE MD DIRECTOR 0 380309 0 42190 0 261931 0 54620 0 12061 0 751111 0 240196 LINDA K BURT VICE PRES FINANCE/CFO 363574 0 25000 0 93040 0 77913 0 14427 0 573954 0 69490 0 MARK BURMESTER EXECUTIVE 288087 0 25000 0 2974 0 54519 0 16591 0 387171 0 0 0 TOM EISERMAN EXECUTIVE 155509 0 0 0 14696 0 22034 0 19624 0 211863 0 5841 0 JERRY ELLWANGER EXECUTIVE 198496 0 0 0 26405 0 64272 0 13680 0 302853 0 0 0 TODD GRAGES EXECUTIVE 323459 0 0 0 81206 0 71450 0 16635 0 492750 0 33614 0 ROGER HERTZ EXECUTIVE 233636 0 0 0 4213 0 44328 0 13947 0 296124 0 0 0 HOLLY HUERTER MORGAN EXECUTIVE 219250 0 0 0 55598 0 60432 0 16471 0 351751 0 29066 0 CYNTHIA PEACOCK EXECUTIVE 264855 0 30000 0 78527 0 62560 0 10849 0 446791 0 51282 0 ANTON PISKAC EXECUTIVE 251087 0 0 0 21268 0 55491 0 14013 0 341859 0 0 0 STEVE BAUMERT EXECUTIVE 253760 0 0 0 39671 0 61753 0 19212 0 374396 0 0 0 MICHAEL KLEMENZ DIR - BUSINESS INTELLIGENCE 175731 0 0 0 1045 0 12433 0 16204 0 205413 0 0 0 STEPHEN ZUBROD EXECUTIVE 156759 0 0 0 1879 0 18730 0 16439 0 193807 0 0 0 TERI LARSEN DIR - FINANCE REVENUE ANALYTICS 139440 0 0 0 16917 0 10123 0 13190 0 179670 0 0 0 KAY RICHTER DIR - ACCOUNTING 156838 0 10000 0 188 0 11289 0 9384 0 187699 0 0 0 STEVEN ZUBER CHIEF MEDICAL INFO OFFICER 323767 0 11556 0 13204 0 74564 0 17587 0 440678 0 0 0 PART I, LINE 1A SOCIAL CLUB EXPENSES ARE REIMBURSED FOR THE BUSINESS PORTION ONLY. INTERNAL POLICY REQUIRES SUBSTANTIATION OF ALL BUSINESS USE EXPENSES. PART I, LINE 1B A WRITTEN POLICY DOES NOT EXIST, HOWEVER INTERNAL POLICY AND COMMUNICATION DICTATE SUBSTANTIATION OF ALL BUSINESS USE EXPENSES RELATED TO SOCIAL CLUB MEMBERSHIP. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2013 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JOHN LOHRBERG, MD $7,097 ACCRUAL JOHN FRASER $127,936 ACCRUAL STEVEN ZUBER, $41,733 ACCRUAL LINDA BURT $59,332 ACCRUAL; $69,490 PLAN DISTRIBUTION STEVEN BAUMERT $28,136 ACCRUAL MARK BURMESTER $38,507 ACCRUAL TOM EISERMAN $4,440 ACCRUAL; $5,841 PLAN DISTRIBUTION JERRY ELLWANGER $11,660 ACCRUAL TODD GRAGES $46,962 ACCRUAL; $33,614 PLAN DISTRIBUTION ROGER HERTZ $22,678 ACCRUAL HOLLY HUERTER-MORGAN $11,375 ACCRUAL; $29,066 PLAN DISTRIBUTION CYNTHIA PEACOCK $26,479 ACCRUAL; $51,282 PLAN DISTRIBUTION ANTON PISKAC, $25,049 ACCRUAL SCOTT ROSE MD, $4,657 ACCRUAL; $240,196 PLAN DISTRIBUTION STEPHEN ZUBROD,$8,693 ACCRUAL PART I, LINE 6 FORM 990, PART V, LINE 2B NEBRASKA METHODIST HEALTH SYSTEM INC. IS A COMMON PAYMASTER FOR ITSELF AND CERTAIN RELATED AFFILIATES. ALL W-2 FORMS FOR THESE AFFILIATES ARE ISSUED UNDER THE TAX IDENTIFICATION NUMBER OF NEBRASKA METHODIST HEALTH SYSTEM. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED BY NEBRASKA METHODIST HEALTH SYSTEM INC. WAGES AND BENEFITS SHOWN IN THIS FORM 990 ARE ACTUAL WAGES ASSOCIATED WITH ONLY NEBRASKA METHODIST HEALTH SYSTEM INC. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING THE FORM 990, A COPY IS PROVIDED TO THE AUDIT COMMITTEE OF NEBRASKA METHODIST HEALTH SYSTEM. THE COMMITTEE IS GIVEN AN OPPORTUNITY TO ASK QUESTIONS OR REQUEST MORE INFORMATION AT A SUBSEQUENT MEETING. THE FORM 990 IS ALSO POSTED ON A SECURE BOARD PORTAL; BOARD MEMBERS ARE GIVEN NOTICE OF THE DOCUMENT IN THE PORTAL SO THEY MAY REVIEW AND ASK QUESTIONS PRIOR TO FILING. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE RESPONSIBLE PARTIES THROUGHOUT THE ORGANIZATION, INCLUDING THE ORGANIZATION'S HUMAN RESOURCES, FINANCE AND COMPLIANCE DEPARTMENTS. THE RETURN GETS A DETAIL TIE-OUT AND DIRECTOR OF ACCOUNTING REVIEW. IT IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM AND THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES PURSUANT TO THE METHODIST HEALTH SYSTEM CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DISCLOSURE OF RELATIONSHIPS, NOT JUST FINANCIAL, THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. A BOARD COMMITTEE MEETS ANNUALLY TO REVIEW ALL POTENTIAL CONFLICTS IDENTIFIED THROUGH THE SURVEYS. SHOULD A DECISION COME TO THE BOARD WITH AN IDENTIFIED CONFLICT, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS NOT PERMITTED TO VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND IS NOT COUNTED IN DETERMINING A QUORUM FOR A MEETING AT WHICH THE MATTER IS DISCUSSED. A POTENTIAL CONFLICT OF INTEREST, ONCE IDENTIFIED, MUST BE EVALUATED ON A CASE BY CASE BASIS. IN ORDER TO APPROVE THE TRANSACTION WHICH INVOLVES A DIRECT CONFLICT OF INTEREST, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DIRECTORS FOR WHOM NO CONFLICT EXISTS, AT A MEETING AT WHICH A QUORUM IS PRESENT, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE BEST INTERESTS OF NEBRASKA METHODIST HEALTH SYSTEM AND/OR ITS AFFILIATES, IS FAIR AND REASONABLE, AND AFTER INVESTIGATION, THE DIRECTORS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM, A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 WAS FILED PRIOR TO 7/15/87 AND NEED NOT BE MADE PUBLICLY AVAILABLE. A COPY OF THE IRS LETTER 947 WILL BE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. HOWEVER, THE AMENDED ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE NEBRASKA SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE IRS FORM 990 AND FORM 990-T. THE ORGANIZATION ALSO CONTRIBUTES INFORMATION REGARDING COMMUNITY BENEFITS IT PROVIDES AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. THIS REPORT IS AVAILABLE TO THE PUBLIC ON THE WEBSITE WWW.METHODISTCHART.ORG. FORM 990, PART VII, SECTION A TODD GRAGES, CYNTHIA PEACOCK AND STEVE BAUMERT ARE KEY EMPLOYEES FOR THE NEBRASKA METHODIST HEALTH SYSTEM. THESE INDIVIDUALS HAVE ASSIGNED LEADERSHIP ROLES WITH PHYSICIANS CLINIC, NEBRASKA METHODIST HOSPITAL FOUNDATION AND JENNIE EDMUNDSON MEMORIAL HOSPITAL RESPECTIVELY. THESE INDIVIDUALS ARE PAID BY NEBRASKA METHODIST HEALTH SYSTEM THROUGH A COMMON PAYMASTER ARRANGEMENT AND REPORT TO THE PRESIDENT OF THE NEBRASKA METHODIST HEALTH SYSTEM. FOR THIS REASON, THEY ARE REPORTED ON THE NEBRASKA HEALTH SYSTEM FORM 990 AS KEY EMPLOYEES. LINDA BURT IS THE CFO FOR THE ENTIRE GROUP OF NEBRASKA HEALTH SYSTEM ENTITIES. HER HOURS HAVE BEEN ALLOCATED ACROSS THE ORGANIZATION. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 4,241,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,241,980. BILLING SERVICE FEES: PROGRAM SERVICE EXPENSES 238,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,674. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 32,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,377. FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY ADJUSTMENT 62,337,048. TRANSFERS TO AFFILIATES -2,137,358. BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 89,265,593. FORM 990, PART X, LINE 20 BOND LIABILITIES SHOWN ON THE NEBRASKA METHODIST HEALTH SYSTEM BOOKS AND RECORDS WERE INCLUDED AS PART OF THE REFUNDING PORTION OF THE HOSPITAL AUTHORITY NO. 3 OF DOUGLAS COUNTY, NEBRASKA ISSUE DATED 5/20/2008. THIS BOND ISSUE IS REPORTED ON SCHEDULE K OF THE NEBRASKA METHODIST HOSPITAL FORM 990. NEBRASKA METHODIST HOSPITAL 8303 DODGE STREET OMAHA NE 68114 470376604 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HOSPITAL FOUNDATION 8511 W DODGE ROAD OMAHA NE 68114 470595345 SUPPORT OF NEBRASKA METHODIST HOSPITAL NE 501(C)(3) L7 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH 8511 W DODGE ROAD OMAHA NE 68114 470724387 NURSING AND HEALTH EDUCATION FACILITY NE 501(C)(3) L2 NEBRASKA METHODIST HOSPITAL 0 JENNIE EDMUNDSON MEMORIAL HOSPITAL 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 420680355 LICENSED HOSPITAL IA 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 1 JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 SUPPORT OF JENNIE EDMUNDSON MEMORIAL HOSPITAL IA 501(C)(3) L7 JENNIE EDMUNDSON MEMORIAL HOSPITAL 0 PHYSICIANS CLINIC INC 8511 W DODGE ROAD OMAHA NE 68114 470687317 CLINICAL HEALTH CARE NE 501(C)(3) L9 NEBRASKA METHODIST HEALTH SYSTEM 1 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST 8511 W DODGE ROAD OMAHA NE 68114 363699672 INSURANCE NE 501(C)(3) L11: III-FI NEBRASKA METHODIST HEALTH SYSTEM 1 REAL ESTATE HOLDINGS 8511 W DODGE ROAD OMAHA NE 68114 470649790 PROPERTY MANAGEMENT NE 501(C)(2) N/A NEBRASKA METHODIST HEALTH SYSTEM 1 SHARED SERVICE SYSTEMS INC 8511 W DODGE ROAD OMAHA NE 68114 470649534 MEDICAL SUPPLY DISTRIBUTION & LAUNDRY NE NEBRASKA METHODIST HEALTH SYSTEM C 11342983 15609837 1.00000 1 METHODIST HEALTH PARTNERS 8511 W DODGE ROAD OMAHA NE 68114 470797563 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM C 652373 3751047 1.00000 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 1 1 0 1 1 METHODIST HEALTH PARTNERS O 617005 CASH METHODIST HEALTH PARTNERS A 23731 FMV SHARED SERVICE SYSTEMS L 800232 BOOK PHYSICIANS CLINIC INC A 148875 FMV PHYSICIANS CLINIC INC O 2920035 BOOK PHYSICIANS CLINIC INC L 6357456 BOOK PHYSICIANS CLINIC INC R 3653717 BOOK NEBRASKA METHODIST HOSPITAL L 23585512 BOOK NEBRASKA METHODIST HOSPITAL A 299015 BOOK NEBRASKA METHODIST HOSPITAL S 5476968 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION L 550236 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION P 2130884 BOOK JENNIE EDMUNDSON MEMORIAL HOSPITAL L 7158384 BOOK NEBRASKA METHODIST HOSPITAL H 28546 BOOK NEBRASKA METHODIST HOSPITAL FOUNDATION C 50000 CASH NEBRASKA METHODIST HOSPITAL FOUNDATION B 56143 CASH NEBRASKA METHODIST HOSPITAL 8511 W DODGE ROAD OMAHA NE 68114 470376604 X 0 23245 23245 428666028 428689273 1000000 250000 0 0 0 NEBRASKA METHODIST HEALTH SYSTEM 8511 W DODGE ROAD OMAHA NE 68114 470639839 X 0 48000 48000 44445835 44493835 1000000 250000 0 0 0