2013-11-13T09:24:51-06:00 2012-12-31 861065772 DELOITTE TAX LLP 200 RENAISSANCE CENTER SUITE 3900 DETROIT MI 48243 990 2012-01-01 381405141 OAKWOOD HEALTHCARE INC OAKW 3135865052 15500 LUNDY PARKWAY DEARBORN MI 48126 JOHN KEUTEN 3135865052 2013-11-13 1 SHAWNA M JIMENEZ P01222873 3133963000 2012 2016-03-07 17:11:31Z JOHN KEUTEN 15500 LUNDY PARKWAY DEARBORN MI 48126 1519689122 0 X WWW.OAKWOOD.ORG X 1948 MI PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. 17 14 10162 1253 13086626 -334487 6732339 6144190 1112992299 1189722682 16332800 15882524 3952544 3498259 1140009982 1215247655 11311943 15786732 0 0 518036366 543548537 0 0 458181 570306728 616996455 1099655037 1176331724 40354945 38915931 1028254726 1083828738 714773269 749860874 313481457 333967864 X PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. 0 0 618684591 3437046 959602653 PATIENT CARE SERVICES OAKWOOD HEALTHCARE SYSTEM (OHS) OPERATES 4 ACUTE CARE HOSPITALS AND 65 OUTPATIENT CARE SITES. WITH 1,243 LICENSED ACUTE CARE BEDS, OAKWOOD CARED FOR APPROXIMATELY 56,000 ADMISSIONS AND AVERAGED A DAILY INPATIENT CENSUS OF 755 PATIENTS IN 2012. WITH ALMOST 187,000 EMERGENCY ROOM VISITS ACROSS FIVE LOCATIONS AND 234,700 ACUTE CARE OUTPATIENT REGISTRATIONS, OAKWOOD OFFERS A COMPREHENSIVE MENU OF SERVICES ACROSS THE CONTINUUM, INCLUDING TRAUMA, ACUTE CARE, REHABILITATION AND MENTAL HEALTH SERVICES. OAKWOOD CURRENTLY HOLDS APPROXIMATELY 37% OF THE INPATIENT MARKET SHARE IN A PRIMARY SERVICE AREA COVERING 500 SQUARE MILES SERVING A POPULATION OF ALMOST 1 MILLION PEOPLE. OAKWOOD CLINICIANS DELIVER EVIDENCE BASED CARE USING PROTOCOLS AND STANDARD ORDER SETS AND WAS THE FIRST SYSTEM IN SOUTHEASTERN MICHIGAN TO VOLUNTARILY PROVIDE QUALITY AND PRICING INFORMATION ON ITS WEBSITE. OAKWOOD HAS DEVELOPED A SET OF KEY SERVICE LINES THAT REPRESENT NEARLY 45% OF THE INPATIENT ADMISSIONS. THE SERVICE LINES FOCUS ON HEART AND VASCULAR SERVICES, WOMEN'S HEALTH, ORTHOPEDICS, NEUROSCIENCES AND CANCER CARE. 64795199 12349686 34938076 GRADUATE MEDICAL EDUCATIONOAKWOOD OFFERS ALLOPATHIC, OSTEOPATHIC AND PODIATRIC MEDICAL RESIDENCY PROGRAMS TO ENHANCE THE DELIVERY OF PATIENT CARE. THERE ARE APPROXIMATELY 90 FACULTY AND OVER 260 MEDICAL RESIDENTS COVERING 23 PROGRAMS. PROGRAMS INCLUDE PRIMARY CARE SPECIALTIES, OB/GYN, GERIATRICS, RADIOLOGY, PODIATRY, TRANSITIONAL EDUCATION, OPHTHALMOLOGY AND OTHERS. OAKWOOD PARTICIPATES IN WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE (WSU SOM) SPONSORED PROGRAMS INCLUDING OTOLARYNGOLOGY, UROLOGY, DERMATOLOGY, PHYSICAL MEDICINE AND REHABILITATION AND ORTHOPEDICS RESIDENCY PROGRAMS. ALL OF THE ALLOPATHIC RESIDENCY PROGRAMS ARE AFFILIATED WITH THE NATIONALLY RANKED WSU SOM. THE OSTEOPATHIC PROGRAMS ARE AFFILIATED WITH MICHIGAN STATE UNIVERSITY'S COLLEGE OF OSTEOPATHIC MEDICINE. THE RESIDENCY PROGRAMS HAVE FILLED NEARLY 100% OF THEIR SLOTS OFFERED IN THE MATCH OVER THE LAST 3 YEARS AND HAVE GRADUATING CLASSES WITH NEAR 90% BOARD PASS RATES OVER THE LAST 3 YEARS AS WELL. THE SYSTEM PARTICIPATED IN APPROXIMATELY 15 CLINICAL TRIALS AND IS ACTIVE IN ORIGINAL RESEARCH. OAKWOOD'S MEDICAL EDUCATION PROGRAMS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND THE AMERICAN OSTEOPATHIC ASSOCIATION. 260313191 143679285 UNCOMPENSATED AND UNDER-COMPENSATED CARE SERVICESOAKWOOD'S UNCOMPENSATED CARE FOR OUR COMMUNITIES IS EXEMPLIFIED BY CARE PROVIDED TO PERSONS NEEDING EMERGENCY AND INPATIENT CARE AS WELL AS OTHER SERVICES. OAKWOOD DELIVERED PATIENT CARE SERVICES TO OUR COMMUNITY'S UN-INSURED AND UNDER-INSURED THROUGH OUR CHARITY CARE (OAK ASSIST) PROGRAM. OAKWOOD WROTE OFF APPROXIMATELY 22,000 CASES AT AN ESTIMATED $66 MILLION IN CHARGES AT A COST OF $18.4 MILLION TO CHARITY CARE IN 2012. FEDERAL POVERTY GUIDELINES, ABSENCE OF ASSETS, CREDIT SCORES AND A NUMBER OF OTHER CRITERIA ARE USED TO ENSURE THAT OAKWOOD PROVIDES THE CARE TO THE MOST DESERVING OF OUR POPULATION. ANOTHER COMPONENT TO OAKWOOD'S TOTAL UNCOMPENSATED CARE IS MADE UP OF BAD DEBT AND LOSSES INCURRED ON MEDICAID BUSINESS. IN 2012, OAKWOOD WROTE OFF APPROXIMATELY $97.1 MILLION IN BAD DEBT AT A COST OF APPROXIMATELY $28.9 MILLION. IN ADDITION, 17.7% OF OAKWOOD'S PATIENT REVENUE IS FROM THE MEDICAID PROGRAMS. UNFORTUNATELY, MEDICAID REIMBURSEMENT IS INSUFFICIENT TO COVER COSTS OF THE CARE AND FALLS ABOUT $69.1 MILLION SHORT. IN TOTAL, OAKWOOD PROVIDED ALMOST $260.3 MILLION (GROSS CHARGES) IN UNCOMPENSATED CARE IN 2012 AS WE LIVE UP TO OUR MISSION OF PROVIDING EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. 943792981 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 917 0 1 10162 1 1 1 1 CJ 0 0 0 0 0 0 0 0 0 X 17 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MI X MATT ELSEY 3135865052 15500 LUNDY PARKWAY DEARBORN MI 48126 CONNOLLY BRIAN 40.00 10.00 X X 1811892 0 495877 KEUTEN JOHN 31.00 24.00 X 461813 0 126123 LEWIS JOHN 1.00 X 0 0 0 HENOCH MALCOLM MD 40.00 X 533509 0 146215 ARDISANA LIZABETH 1.00 X 0 0 0 DABBOUS SAMIR MD 40.00 X 237747 0 0 FREAM JULIE 1.00 1.00 X 0 0 0 JUDD LEON 1.00 1.00 X 0 0 0 KRAMER ROBERT 1.00 1.00 X 0 0 0 KUGHN RICHARD 1.00 1.00 X 0 0 0 MULLOY MARTIN 1.00 X 0 0 0 NORCIA JERRY 1.00 X 0 0 0 O'BRIEN TIMOTHY 1.00 X 0 0 0 RASHID CARL 1.00 X 0 0 0 ROSOWSKI ROBERT 1.00 1.00 X 0 0 0 SAELI THOMAS 1.00 X 0 0 0 SCRIBNER EDGAR 1.00 X 0 0 0 SETTY A BALA 1.00 X 0 0 0 LLOYD SETH 40.00 3.00 X 377608 0 16612 BUSTAMANTE MARK ANTHONY 50.00 X 347367 0 49627 CAMPBELL DAVID 50.00 X 347147 0 61626 CONWAY PAUL 50.00 X 356279 0 99915 D'AGOSTINO MAUREEN 50.00 X 238995 0 91703 GEHEB MICHAEL 50.00 1.00 X 686865 0 180492 HUGHES EDITH 50.00 X 355100 0 44094 ISENSTEIN BILL 50.00 X 430284 0 42790 MEDVEC BARBARA 45.00 7.00 X 362102 0 89570 O'MALLEY CARLA 1.00 40.00 X 334104 0 124077 ROSCHE BRYCE 50.00 X 502318 0 30965 SMITH KELLY 50.00 X 326853 0 37889 SMITH PAULA 50.00 X 478923 0 129046 WELDAY DOUGLAS 45.00 10.00 X 803547 0 255842 WIDNER ERIC 50.00 X 315109 0 42364 ZATINA MARY 50.00 X 335422 0 93124 DABIR REZA R 50.00 X 696453 0 12695 JUNN FREDRICK SONG CHUN 50.00 X 1101849 0 46501 LIAKONIS CHRIS P 50.00 X 705151 0 8079 PANNUTEJPAUL SINGH 50.00 X 809264 0 39872 SPRAGUE KEVIN JOSEPH 50.00 X 903536 0 18455 ROBINSON LESTER 1.00 X 0 0 0 DIEDERICH JOSEPH 0.00 X 239106 0 0 14098343 0 2283553 579 1 1 0 DELL USA LP PO BOX 676044 DALLAS TX 752676044 BILLING SOLUTIONS/OFFICE MANAGEMENT 25058896 CARETECH SOLUTIONS INC 901 WILSHIRE DR SUITE 250 TROY MI 48048 INFORMATION TECHNOLOGY SERVICES 24018320 WALBRIDGE ALDINGER CO 777 WOODWARD AVE STE 300 DETROIT MI 482263529 CONSTRUCTION MANAGEMENT 8395840 MORRISON MANAGEMENT SPECIALISTS INC 5801 PEACHTREE DUNWOODY RD ATLANTA GA 30342 FOOD/RETAIL SERVICES 7687624 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 INFORMATION TECHNOLOGY SERVICES/ BILLING 6881809 203 4520973 1623217 6144190 PATIENT CARE SERVICES 622110 1154784606 1102493282 13494750 38796574 GRADUATE MEDICAL EDU. 900099 34938076 34938076 1189722682 11990427 -447212 12437639 1082645 1177399 -94754 -94754 -133842 39088 307002971 153194 302541772 722296 4461199 -569102 3892097 3892097 CAFETERIA REVENUE 722514 1048397 1048397 GIFT SHOP 900099 929246 929246 CHILD CARE 453220 600872 600872 1014498 922498 92000 3593013 1215247655 1138220014 13086626 57796825 X 3298729 3298729 12488003 12488003 11769286 305678 11005427 458181 239106 239106 449923236 358756839 91166397 23434904 17904592 5530312 25896941 19852692 6044249 32285064 24666238 7618826 7172730 4116339 3056391 2637930 2637930 516846 516846 138006 138006 1129067 1129067 117740194 81256824 36483370 4361035 437543 3923492 13331138 4541941 8789197 16162195 8602180 7560015 41853082 35075791 6777291 1382873 344670 1038203 825655 535967 289688 15464753 15464753 54747421 39558739 15188682 17419410 16404435 1014975 MEDICAL SUPPLIES 112083692 112083692 0 0 BAD DEBT 97713739 97713739 0 0 PHARMACEUTICALS 49390187 49390187 0 0 EQUIPMENT RENTAL & MAIN 32401316 20057327 12343989 0 30525186 20936083 9589103 1176331724 943792981 232080562 458181 -917612 547289 16033336 26955473 122740916 112716351 2297105 12586837 13131166 12337371 9829473 8628336 1038960681 708156500 312902215 330804181 332701327 344000249 46481490 36637134 13010461 13010461 160044849 185605056 1028254726 1083828738 118133300 121220061 2440580 3362288 315641927 289225117 600000 2846665 41070775 275110797 294982633 714773269 749860874 X 313481457 333967864 0 0 313481457 333967864 1028254726 1083828738 X 38915931 15374170 -33803694 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 35278 0 1 102728 138006 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: OAKWOOD HEALTHCARE INC. ENGAGES OUTSIDE CONSULTANTS TO CONDUCT STATE AND FEDERAL LOBBYING ACTIVITIES ON MATTERS PERTAINING TO NONPROFIT HEALTHCARE. ONE OF OAKWOOD HEALTHCARE INC.'S JOINT VENTURES ALSO ENGAGES OUTSIDE CONSULTANTS TO MONITOR POTENTIAL LEGISLATIVE CHANGES TO STATE LAWS THAT MAY POTENTIALLY AFFECT AUTOMOBILE ACCIDENT -RELATED REIMBURSEMENTS. ALSO, THE COMPANY (ALONG WITH THE VAST MAJORITY OF HOSPITALS LOCATED IN THE STATE OF MICHIGAN) PAYS ANNUAL DUES TO THE MICHIGAN HEALTH AND HOSPITAL ASSOCIATION, A PORTION OF WHICH PERTAINS TO LOBBYING ACTIVITIES CONDUCTED BY THAT ORGANIZATION. 0 1 X 16445484 795005 1723128 138317 -870437 19695737 15028139 877025 150293 123936 -513963 16445484 13622220 252570 1467421 94773 219299 15028139 11979183 253884 1954301 109800 455348 13622220 14924119 550373 -2920938 54000 520371 11979183 0.61000 0.39000 0.00000 0 1 1 25872607 25872607 292014704 201441178 90573526 14270823 8219700 6051123 526522417 392226477 134295940 180280130 106269145 74010985 330804181 DEFERRED BOND ISSUE COSTS 2365715 DUE FROM (TO) AFFILIATES 119662242 MISC. RECEIVABLES 7358814 PROFESSIONAL LIABILITY EXCESS 8136821 CAPITAL LEASE 48081464 185605056 ACCRUED COMPENSATION 17415298 CLAIMS LIABILITY 61351385 WORKERS COMPENSATION 2277646 ASSET RETIREMENT OBLIGATION 2681874 ACCRUED PENSION 151011358 DUE TO THIRD PARTY PAYORS 12231451 OTHER 48013621 294982633 X PART IV, LINE 2B: THE ESCROW AGREEMENT WAS ENTERED INTO AS SECURITY FOR A JUDGEMENT OBTAINED IN A LEASE AGREEMENT. THE ESCROW ACCOUNT LIABILITY BALANCE WAS $0 AS OF DECEMBER 31, 2012. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: OAKWOOD HEALTHCARE FOUNDATION MAINTAINS ENDOWMENT FUNDS ON BEHALF OF OAKWOOD HEALTHCARE INC. THE INTENDED USE OF OAKWOOD HEALTHCARE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SUPPORT THE MISSION AND VISION OF THE OAKWOOD HEALTHCARE SYSTEM. OAKWOOD HEALTHCARE FOUNDATION PROVIDES FUNDING FOR ONGOING CAPITAL AND OPERATIONAL NEEDS, COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIPS AND EDUCATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COMPANY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ACCORDINGLY, OHI HAS REVIEWED ALL TAX POSITIONS, EVALUATED POTENTIAL EXPOSURE, AND FOUND IT NOT TO BE MATERIAL. CENTRAL AMERICA & THE CARIBBEAN 0 1 INVESTMENTS 120000 0 1 0 0 0 1 120000 0 120000 0 0 1 0 0 0 1 1 X 1 X 1 X 1 1 1 0 1 1 21942 16848 18433165 257809 18175356 0.01430 283857 141945 210429092 143679285 66749807 0.05260 305799 158793 228862257 143937094 84925163 0.06690 2118 122508 6658487 1331566 5326921 0.00420 23 1977 66027692 34938077 31089615 0.02450 3054541 1990851 1063690 0.00080 1 0 1054831 308440 746391 0.00060 12 73 319723 0 319723 0.00030 2154 124558 77115274 38568934 38546340 0.03040 307953 283351 305977531 182506028 123471503 0.09730 0.00000 0.00000 0.00000 0.00000 0.00000 1 5282 305347 305347 0.00030 0.00000 0.00000 0.00000 1 5282 305347 305347 0.00030 1 28549184 85143 409884955 466938772 -57053817 X 1 1 1 APEX BEHAVORIAL HEALTH PLLC OUTPATIENT BEHAVIORAL HEALTH SERVICES 0.25000 0.00000 0.66250 2 SLEEP APNEA SPECIALTY CENTER-RIVERVIEW LLC SLEEP APNEA TESTING AND TREATMENT 0.30580 0.00000 0.52890 3 OAKLANE MEDICAL SUITES INC MEDICAL FACILITY 0.76100 0.00000 0.23900 4 OAKWOOD ACCOUNTABLE CARE ORGANIZATION REDUCE HEALTHCARE COSTS AND MANAGE POPULATION WELLNESS 0.49000 0.00000 0.50000 4 1 OAKWOOD HOSPITAL & MEDICAL CENTER

18101 OAKWOOD BLVD DEARBORN MI 48124

WWW.OAKWOOD.ORG X X X X X A 2 OAKWOOD SOUTHSHORE MEDICAL CENTER

5450 FORT STREET TRENTON MI 481834625

WWW.OAKWOOD.ORG X X X X A 3 OAKWOOD ANNAPOLIS HOSPITAL

33155 ANNAPOLIS WAYNE MI 481842493

WWW.OAKWOOD.ORG X X X X A 4 OAKWOOD HERITAGE HOSPITAL

10000 TELEGRAPH TAYLOR MI 481803349

WWW.OAKWOOD.ORG X X X X A FACILITY REPORTING GROUP - A 0 1 1 200.000000000000 1 300.000000000000 1 X X X X X X 1 1 X X 1 0 X X X 1 X 0 0 64 OAKWOOD SOUTHSHORE SURGERY CENTER

5452 FORT STREET TRENTON MI 48183

O/P SURGICAL SERVICES, REHAB. CLINIC (PT & OT), ORTHOPEDIC CTR OF EXCELLENCE OAKWOOD DEARBORN MEDICAL PARK

18100 OAKWOOD BLVD DEARBORN MI 48124

O/P PHYS/CARDIAC CLINICS, BREAST CARE/DIALYSIS CTR,O/P IMAGING,LAB DRAW SITE OAKWOOD HEALTH CARE CTR - CANTON

7300 CANTON CENTER ROAD CANTON MI 48187

EMERGENCY ROOM, RADIOLOGY, OUTPATIENT IMAGING, LAB DRAW SITE OAKWOOD MIDWEST MEDICAL CENTER

4700 SCHAEFFER ROAD DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING OAKWOOD HEALTH CARE CTR - SOUTHGATE

15777 NORTHLINE ROAD SOUTHGATE MI 48195

O/P CLINIC, CANCER CTR, URGENT CARE, RADIOLOGY, REHAB - PT, LAB DRAW SITE HAGGERTY MEDICAL BLDG - CANTON

2050 NORTH HAGGERTY RD CANTON MI 48188

OUTPATIENT PHYSICIAN CLINIC, OUTPATIENT IMAGING OAKWOOD MEDICAL OFFICES - DEARBORN

18181 OAKWOOD BLVD DEARBORN MI 48124

OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE OAKWOOD PHYSICAL THERAPY CENTER

4111 S CANTON CENTER ROAD CANTON MI 48188

REHAB. CLINIC - PT OAKWOOD SOUTHSHORE PHYS MED REHAB

2707 W JEFFERSON TRENTON MI 48183

REHAB. CLINIC-PT, OT AND ST OAKWOOD MEDICAL OFFICES - WAYNE

33000 ANNAPOLIS AVENUE WAYNE MI 48184

OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC-PT, OT AND ST OAKWOOD BREAST CARE CTR

4491 VENOY RD WAYNE MI 48184

BREAST CARE CENTER OAKWOOD HEALTH CARE CTR - BELLEVILLE

201 THIRD STREET BELLEVILLE MI 48111

OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT OAKWOOD HEALTH CARE CTR - MERCURY DR

4900 MERCURY DRIVE DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC OAKWOOD SPORTS MEDICINE - DEARBORN

2552 MONROE DEARBORN MI 48124

REHAB. CLINIC-PT OAKWOOD MEDICAL OFFICE BLDG - CANTON

7330 CANTON CENTER ROAD CANTON MI 48187

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HEALTH CARE CTR - WESTLAND

2001 SOUTH MERRIMAN WESTLAND MI 48186

OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE OAKWOOD IMAGING CENTER TAYLOR

8850 S TELEGRAPH RD TAYLOR MI 48180

OUTPATIENT IMAGING OAKWOOD MEDICAL OFFICES - TRENTON

5400 FORT STREET TRENTON MI 48183

OUTPATIENT PHYSICIAN CLINIC, CARDIAC REHAB. CLINIC, LAB DRAW SITE OAKWOOD REHAB THERAPY SVCS-W DEARBORN

22731 NEWMAN ROAD DEARBORN MI 48124

REHAB. CLINIC - PT INTERNAL MEDICINE WYANDOTTE

1700 BIDDLE AVE WYANDOTTE MI 48192

OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE PRECISION ORTHOPEDICS

25755 TELEGRAPH RD BROWNSTOWN MI 48134

OUTPATIENT PHYSICIAN CLINIC OAKLANE MEDICAL SUITES

17000 HUBBARD DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT OAKWOOD VENOY PATIENT SERVICE CENTER

4020 VENOY SUITE 200A WAYNE MI 48184

OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE OAKWOOD MEDICAL OFF BLDG-GARDEN CITY

29150 FORD ROAD GARDEN CITY MI 48135

OUTPATIENT PHYSICIAN CLINIC, URGENT CARE ONCOLOGY DOWNRIVER

19725 ALLEN ROAD SUITE 101 BROWNSTOWN MI 48183

OUTPATIENT PHYSICIAN CLINIC, ONCOLOGY, O/P IMAGING, LAB DRAW SITE OAKWOOD CARDIAC CENTER

22060 BEECH ROAD DEARBORN MI 48124

CARDIAC CENTER OAKDALE MEDICAL VILLAGE

25045 FORD ROAD DEARBORN MI 48128

OUTPATIENT IMAGING, LAB DRAW SITE TAYLOR CLINIC

9340 S TELEGRAPH TAYLOR MI 48180

OUTPATIENT PHYSICIAN CLINIC OAKWOOD TRAINING & DEVELOPMENT CTR

18501 ROTUNDA DRIVE DEARBORN MI 48124

OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC OAKWOOD BLANZY CLINIC

14319 DIX TOLEDO ROAD SOUTHGATE MI 48195

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HEALTHCARE FLAT ROCK

29100 GATEWAY BLVD FLAT ROCK MI 48134

OUTPATIENT PHYSICIAN CLINIC NAJAR OBGYN

2142 MONROE STREET SUITE A DEARBORN MI 48124

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HOME MEDICAL EQUIP & OIS

1633 FAIRLANE CIRCLE DEARBORN MI 48124

DURABLE MEDICAL EQUIPMENT, INFUSION SERVICES ATHENS CLINIC

15100 S PLAZA DRIVE TAYLOR MI 48180

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HEALTHCARE CTR - NEWPORT

3132 NEWPORT RD NEWPORT MI 48166

OUTPATIENT PHYSICIAN CLINIC OAKWOOD INTERNAL MEDICINE-ALLEN PARK

7804 ALLEN ROAD ALLEN PARK MI 48101

OUTPATIENT PHYSICIAN CLINIC OAKWOOD RAPER CLINIC

7804 ALLEN ROAD ALLEN PARK MI 48101

OUTPATIENT PHYSICIAN CLINIC EVERINGHAM FAMILY MEDICINE

12100 HURON RIVER DRIVE ROMULUS MI 48174

OUTPATIENT PHYSICIAN CLINIC OAKWOOD ADULT & CHILD CARE SVCS

3601 PELHAM DEARBORN MI 48124

ADULT AND CHILD CARE CENTER HENRY FORD VILLAGE GERIATRICS

15101 FORD ROAD 1ST FLOOR DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC TAYLOR TEEN CENTER

19275 NORTHLINE ROAD SOUTHGATE MI 48195

OUTPATIENT PHYSICIAN CLINIC (TEEN CENTER) OAKMAN MEDICAL GROUP

15120 MICHIGAN AVE DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC, LAB DRAW SITE ADULT MEDICAL CARE PLCC

35330 NANKIN BLVD SUITE 701 WESTLAND MI 48185

OUTPATIENT PHYSICIAN CLINIC LINCOLN-ADAMS CHILDADOLESCENT HC CTR

33475 PALMER WESTLAND MI 48186

OUTPATIENT PHYSICIAN CLINIC INTERNAL MEDICINE MONROE STREET

1611 MONROE STREET DEARBORN MI 48124

OUTPATIENT PHYSICIAN CLINIC INTERNAL MEDICINE DETROIT

18300 W MCNICHOLS RD DETROIT MI 48219

OUTPATIENT PHYSICIAN CLINIC ALLEN PARK CARDIOLOGY

6742 PARK AVE ALLEN PARK MI 48101

CARDIAC REHAB. ALLIED MEDICAL GROUP

35180 NANKIN BLVD WESTLAND MI 48185

OUTPATIENT PHYSICIAN CLINIC SOUTH CANTON INTERNAL MEDICINE

42287 CHEERY HILL RD SUITE D CANTON MI 48188

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HEALTH CARE CTR - TB CLINIC

2001 SOUTH MERRIMAN WESTLAND MI 48186

OUTPATIENT PHYSICIAN CLINIC (TB CLINIC) TRUMAN HIGH SCHOOL

11211 BEECH DALY RD TAYLOR MI 48180

OUTPATIENT PHYSICIAN CLINIC INKSTER TEEN HEALTH CENTER

3250 MIDDLEBELT INKSTER MI 48141

OUTPATIENT PHYSICIAN CLINIC CHASE MEDICAL CLINIC

6211 CHASE ROAD DEARBORN MI 48126

OUTPATIENT PHYSICIAN CLINIC WELLNESS CENTER - ROTUNDA

17101 ROTUNDA BLVD DEARBORN MI 48124

REHAB. CLINIC - PT LAB AT WOODHAVEN

25000 HALL ROAD WOODHAVEN MI 48183

LAB DRAW SITE LAB AT DEARBORN FAMILY PRACTICE

23870 MICHIGAN AVE DEARBORN MI 48124

LAB DRAW SITE OAKWOOD LABORATORY - HAMLET BLDG

1331 MONROE STREET DEARBORN MI 48124

LAB DRAW SITE, RESPIRATORY CARE OAKWOOD HEALTH CARE CTR - BROWNSTOWN

17000 KING ROAD BROWNSTOWN MI 48183

OUTPATIENT PHYSICIAN CLINIC LAB AT FAMILY HEALTH RIVERVIEW CENTER

19020 FORT STREET RIVERVIEW MI 48192

LAB DRAW SITE OAKWOOD HEALTH CARE CTR - ALLEN PARK

33155 ANNAPOLIS WAYNE MI 48184

OUTPATIENT PHYSICIAN CLINIC, REHAB. CLINIC - PT OAKWOOD YMCA SOUTHGATE PT

16777 NORTHLINE ROAD SOUTHGATE MI 48195

OUTPATIENT PHYSICIAN CLINIC OAKWOOD HERITAGE HOSPITAL REHAB SCVS

9870 TELEGRAPH TAYLOR MI 48180

REHAB. CLINIC - PT DEARBORN FAMILY CLINIC

3133 SOUTH TELEGRAPH DEARBORN MI 48124

OUTPATIENT PHYSICIAN CLINIC OAKWOOD URGENT CARE WYANDOTTE

211 EUREKA ROAD WYANDOTTE MI 48192

URGENT CARE PART I, LINE 3C: OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. DETERMINATION AS TO WHETHER OR NOT A PATIENT QUALIFIES FOR FREE OR DISCOUNTED CARE, ABOVE THE 40% SELF PAY DISCOUNT FOR THE UNINSURED, AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICY PART I, LINE 7: CHARITY CARE (LINE A) USED A COST TO CHARGE RATIO SPECIFIC TO EACH ACUTE CARE BUSINESS UNIT. MEDICAID (LINE B) ALSO USED A BUSINESS UNIT-SPECIFIC COST TO CHARGE RATIO. HEALTH PROFESSIONS EDUCATION (LINE F) USED A COMBINATION OF EXPENSES REPORTED IN THE GENERAL LEDGER, AND ALLOCATIONS FOR SPECIFIC EXPENSES FROM OTHER COST CENTERS TO THE MEDICAL EDUCATION PROGRAM. SUBSIDIZED HEALTH SERVICES (LINE G) USED A COST ACCOUNTING SYSTEM THAT INCLUDES ALL ACUTE CARE FACILITY ACTIVITY. PART I, L7 COL(F): BAD DEBT IN THE AMOUNT OF $505,375 WAS NOT COUNTED AS EXPENSES COUNTED IN THE MEDICAL RESIDENT EDUCATION PORTION OF HEALTH PROFESSIONS EDUCATION. BAD DEBT EXPENSE OF $97,114,773 WAS EXCLUDED FROM TOTAL EXPENSES WHEN COMPUTING THE COMMUNITY BENEFIT PERCENTAGES. A FULL COPY OF THE COMMUNITY BENEFIT REPORT CAN BE FOUND AT HTTP://WWW.OAKWOOD.ORG/REPORT-TO-OUR-COMMUNITY PART II: OAKWOOD HEALTHCARE SYSTEM HAS A STRONG CONNECTION TO THE COMMUNITIES IT SERVES. WE EXEMPLIFY THAT WITH WIDE AND EXTENSIVE PARTICIPATION FROM OUR EMPLOYEES AS BOARD MEMBERS AND VOLUNTEERS OF VARIOUS NON-PROFIT AND PROFESSIONAL ORGANIZATIONS. WHAT IS REPORTED IN THE SECTION REGARDING COMMUNITY BUILDING ACTIVITIES ARE THOSE WHERE A DIRECT OUTLAY OF CASH OR STAFF/FACILITY RESOURCES WERE EXPENDED. ACTIVITIES THAT ARE COVERED IN THIS SECTION INCLUDE DUES TO VARIOUS CHAMBERS OF COMMERCE INCLUDING: DETROIT REGIONAL CHAMBER; SOUTHERN WAYNE COUNTY CHAMBER; CANTON AND DEARBORN CHAMBERS OF COMMERCE; AND THE AMERICAN ARAB CHAMBER OF COMMERCE. ADDITIONAL ACTIVITIES INCLUDE EFFORTS IN SUPPORT OF THE MICHIGAN FITNESS FOUNDATION, AND THE GOVERNOR'S COUNCIL ON PHYSICAL FITNESS, HEALTH AND SPORTS TO FOSTER HEALTH AND HEALTHY LIFESTYLES OF MICHIGAN CITIZENS. ALSO INCLUDED ARE COSTS RELATED TO THE COORDINATION AND OFFERING OF COMMUNITY BLOOD DONOR DRIVES (DONE IN PARTNERSHIP WITH THE AMERICAN RED CROSS) AND ORGAN DONOR DRIVES (DONE IN PARTNERSHIP WITH GIFT OF LIFE OF MICHIGAN) AT OUR LOCATIONS AND COMMUNITY LOCATIONS THAT TARGET OUR EMPLOYEES AND MEMBERS OF THE PUBLIC. THE OAKWOOD TAYLOR TEEN CENTER'S COMMUNITY TASK FORCE FOR COALITION BUILDING TO ADDRESS SUBSTANCE ABUSE IN THE COMMUNITIES OF ECORSE, LINCOLN PARK AND TAYLOR WAS ALSO LAUNCHED IN 2011. PART III, LINE 4: ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE COMPANY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF THE MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND THE PROVISION FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY HEALTH CARE COVERAGE, THE COMPANY ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR BAD DEBTS. EFFECTIVE JANUARY 1, 2012, ALL CHARGES FOR PATIENTS WITHOUT INSURANCE ARE DISCOUNTED TO AN AMOUNT THAT APPROXIMATES THE COMPANY'S LOWEST NEGOTIATED COMMERCIAL INSURANCE RATES. FOR ACCOUNTS RECEIVABLES ASSOCIATED WITH SELF-PAY ACCOUNTS (WHICH INCLUDE BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE COMPANY RECORDS A SIGNIFICANT PROVISION FOR DOUBTFUL ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE FOR. THE DIFFERENCE BETWEEN THE STANDARD RATE AND THE AMOUNT ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE PROVISION FOR DOUBTFUL ACCOUNTS HAS BEEN REPORTED AS A DEDUCTION FOR PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS.THE ORGANIZATION CONSIDERS BAD DEBT EXPENSE TO BE A COMMUNITY BENEFIT SINCE THE COSTS OF PROVIDING UNCOMPENSATED SERVICES TO PATIENTS IMPEDES THE ORGANIZATION'S ABILITY TO PROVIDE OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES. ALSO, THE PROVISION OF UNCOMPENSATED CARE TO PATIENTS WITHOUT INSURANCE POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE. PART III, LINE 8: THE COST OF MEDICARE SERVICES WAS DETERMINED USING A COST ACCOUNTING SYSTEM THAT INCLUDED ALL ACUTE CARE FACILITY ACTIVITY. THE COST ACCOUNTING SYSTEM ASSIGNS DIRECT AND INDIRECT COST AT A CHARGE CODE LEVEL BASED ON RELATIVE VALUE UNITS AND OTHER ALLOCATION METHODOLOGIES. NET REVENUE AT A PATIENT ACCOUNT LEVEL IS BASED ON ACTUAL PAYMENTS WHERE AVAILABLE, AND MODELED REVENUE WHERE PAYMENT HAS YET TO BE RECEIVED. PATIENTS ARE THEN GROUPED BY PAYOR TO ARRIVE AT SUMMARIZED REVENUE AND COSTS.THE ORGANIZATION CONSIDERS THE MEDICARE SHORTFALL TO BE A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: 1) SINCE THERE IS AN EXCESS OF EXPENSES OVER MEDICARE REIMBURSEMENT, OHI MUST COVER THE SHORTFALL. AS A RESULT, THE AMOUNT NEEDED TO COVER THE SHORTFALL IS NOT AVAILABLE FOR OTHER CHARITY CARE AND COMMUNITY BENEFIT SERVICES, 2) A SIGNIFICANT PORTION OF SERVICES PROVIDED TO MEDICARE BENEFICIARIES WOULD LIKELY QUALIFY FOR CHARITY CARE ABSENT INSURANCE COVERAGE UNDER THE MEDICARE PROGRAM, AND 3) THE PROVISION OF UNDER COMPENSATED PATIENT CARE TO MEDICARE BENEFICIARIES POSITIVELY IMPACTS THE HEALTH OF THE SOUTHEASTERN MICHIGAN COMMUNITIES IN WHICH WE SERVE. PART III, LINE 9B: HOSPITAL PATIENTS PRESENTING OR SCHEDULING FOR SERVICES WITHOUT INSURANCE ARE IDENTIFIED AS "SELF PAY" PATIENTS. THESE PATIENTS ARE ASSESSED BY FINANCIAL COUNSELING STAFF, WITHIN THE ORGANIZATION'S "OAKASSIST PROGRAM" TO: A) DETERMINE IF SOME TYPE OF INSURANCE COVERAGE MAY EXIST, B) ASSESS ELIGIBILITY FOR A GOVERNMENT SPONSORED INSURANCE PROGRAM, OR C) ASSESS ELIGIBILITY FOR A FULL OR PARTIAL CHARITY CARE, CATASTROPHIC MEDICAL EXPENSE OR SELF-PAY DISCOUNT. THIS PROCESS IS INITIATED AS CLOSE TO THE DATE OF SERVICE OR AT THE TIME OF SCHEDULING IF POSSIBLE. IF THE DETERMINATION OF DISCOUNTING OR OTHER COVERAGE IS NOT FOUND, THE PATIENT WILL RECEIVE A BILLING STATEMENT WITH DIRECTION TO CONTACT AN OAKWOOD CUSTOMER SERVICE REPRESENTATIVE OR OAKASSIST FINANCIAL COUNSELOR FOR FINANCIAL ASSISTANCE OR IF EXTENDED PAYMENT ARRANGEMENTS ARE NEEDED TO HELP SATISFY THE DEBT. THE PATIENT RECEIVES A MINIMUM OF FOUR (4) STATEMENTS NOTIFYING THEM OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PRIOR TO FORWARDING ACCOUNTS TO A THIRD-PARTY COLLECTION AGENCY. IN ADDITION, PRIOR TO FORWARDING ACCOUNTS TO A COLLECTION AGENCY, THE ACCOUNTS ARE SCORED TO DETERMINE THE PATIENT'S ABILITY TO PAY AND DEEMED EITHER CHARITY OR BAD DEBT. ACCOUNTS ELIGIBLE FOR CHARITY CARE, PURSUANT TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, ARE WRITTEN-OFF TO A CHARITY CARE CODE AND NO FURTHER COLLECTION ACTIVITY IS PURSUED. IN CASES WHERE THE ORGANIZATION EXPECTS PAYMENT BUT IS UNABLE TO COLLECT, THE ACCOUNTS ARE CLASSIFIED AS BAD DEBT AND FORWARDED FOR FURTHER COLLECTION ACTIVITY. OHI, SCHEDULE H, PART I: OTHER COMMUNITY BENEFIT INFORMATION. THE OAKWOOD HEALTHCARE FOUNDATION PROVIDES SIGNIFICANT ASSISTANCE TO STRENGTHEN OAKWOOD'S COMMUNITY BENEFIT PROGRAMS AND SERVICES. IN ADDITION TO PROVIDING THE FUNDS FOR MANY COMMUNITY BENEFIT PROGRAMS SUCH AS ADOLESCENT HEALTH CENTERS, CENTER FOR EXCEPTIONAL FAMILIES, NEEDY PATIENT PROGRAMS, ETC., IT EXPENDED NEARLY $800,000 IN 2012 TO COVER THE COSTS OF FUNDRAISING AND GRANT WRITING THAT IS DIRECTLY ASSOCIATED WITH COMMUNITY BENEFIT PROGRAMMING. TWO LARGE EVENTS WERE HELD IN 2012 THAT WERE SPECIFICALLY PRESENTED TO RAISE FUNDS TO OPERATE THE CENTER FOR EXCEPTIONAL FAMILIES, A MULTIDISCIPLINARY CLINIC FOR CHILDREN WITH PHYSICAL AND COGNITIVE IMPAIRMENTS. MANY OF THE SERVICES PROVIDED BY THE CENTER ARE NOT COVERED BY INSURANCE BUT ARE INTEGRAL TO CARE, WITH OTHER FINANCIAL SUPPORT RAISED FOR OPERATION OF THEIR PHYSICAL LOCATION. NUMEROUS GRANTS TO FEDERAL AND STATE FUNDING SOURCES SUCH AS HRSA AND MICHIGAN DEPARTMENT OF COMMUNITY HEALTH AND OTHER PRIVATE FUNDING SOURCES WERE PREPARED, COMPLETED AND SUBMITTED BY THE FOUNDATION ON BEHALF OF PROGRAMS SUCH AS OAKWOOD'S SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS, PREVENTION PROGRAMS, RYAN WHITE CLINIC FOR HIV CARE, THE CENTER FOR EXCEPTIONAL FAMILIES, CHILD PASSENGER SAFETY, NUTRITION EDUCATION AND OTHER PROGRAMS THAT BENEFIT OUR COMMUNITY. PART VI, LINE 2: OAKWOOD HEALTHCARE SYSTEM USES AN ANNUAL ENVIRONMENTAL ASSESSMENT AS A BASELINE FOR THE DECISION MAKING IN BOTH COMMUNITY BENEFIT PROGRAMMING AND BUSINESS PLANNING. THE COMPREHENSIVE DOCUMENT IS PRODUCED EACH YEAR IN JUNE BY THE STRATEGIC PLANNING DEPARTMENT AFTER FOUR TO SIX MONTHS OF RESEARCH, DATA ANALYSIS AND PREPARATION IN COLLABORATION WITH KEY LEADERS IN THE ORGANIZATION. DATA FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, CDC, NATIONAL CENTER FOR CHRONIC DISEASE PREVENTION AND HEALTH PROMOTION, OAKWELL HEALTH RISK APPRAISAL, SEMCA, AND DATA FROM TRUVEN HEALTH ALONG WITH SEVERAL OTHER SOURCES ARE UTILIZED IN ASSESSING THE HEALTH OF THE COMMUNITY. FOR 2013, A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WILL TAKE PLACE TO ASSESS THE COMMUNITIES SERVED BY OAKWOOD'S FOUR HOSPITAL SITES. THIS NEEDS ASSESSMENT INCLUDES FOCUS GROUPS, INTERVIEWS AND INFORMATION FROM OVER 100 SOURCES TO OBTAIN QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY PRIORITY HEALTH NEEDS. TRUVEN HEALTH COMMUNITY NEED INDEX (CNI) IS A STATISTICAL APPROACH TO IDENTIFYING HEALTH NEEDS IN A COMMUNITY. THIS WILL ALLOW OAKWOOD TO IDENTIFY THE AREAS OF MOST NEED IN THE OAKWOOD COMMUNITIES. THIS CHNA PROCESS WILL DRIVE THE IMPLEMENTATION STRATEGIES AND PROGRAMS FOR COMMUNITY HEALTH FOR THE NEXT THREE YEARS. OAKWOOD'S SCHOOL-BASED AND COMMUNITY BASED CHILD AND ADOLESCENT HEALTH CLINICS PERFORM ANNUAL HEALTH NEEDS ASSESSMENTS IN THE COMMUNITIES IN WHICH THEY ARE LOCATED. THESE NEEDS ASSESSMENTS DROVE THE ADDITION OF MENTAL HEALTH COUNSELING AND NUTRITION SERVICES TO BE ADDED TO THE HEALTH CLINICS. TO ASSESS THE NEEDS OF THOSE IN THE COMMUNITY WITH HIV/AIDS FOR THE RYAN WHITE CLINIC OPERATED BY OAKWOOD WITH SUPPORT FROM THE CITY OF DETROIT DEPARTMENT OF HEALTH AND WELLNESS PROMOTION, THE MICHIGAN STATEWIDE COORDINATED STATEMENT OF NEED AND HIV/AIDS COMPREHENSIVE PLAN FOR 2012-2015 WAS UTILIZED. PART VI, LINE 3: OUR FINANCIAL ADVISORY TEAM, OAKASSIST, PROVIDES PRE-SERVICE AND POST-SERVICE SUPPORT TO OUR PATIENTS AND THEIR FAMILIES IN DETERMINING ELIGIBILITY OPTIONS FOR HEALTH CARE COVERAGE. PATIENTS IDENTIFIED WITHOUT INSURANCE COVERAGE ARE ASSESSED AT ALL ACCESS POINTS, THE EMERGENCY DEPARTMENT, AND OUTPATIENT DIAGNOSTIC SCHEDULING, PRIOR TO ELECTIVE PROCEDURES, AND PHYSICIAN OFFICE REFERRALS. PATIENTS ARE PROVIDED INFORMATION OR ASSISTANCE IN REGARD TO ELIGIBILITY WITH THE ORGANIZATION'S CHARITY CARE POLICY OR OTHER FORMS OF FINANCIAL ASSISTANCE AVAILABLE (MEDICAID, ADULT BENEFIT WAIVER, COBRA COVERAGE, VICTIMS OF CRIME, ETC.). POSTERS IDENTIFYING THE FINANCIAL ADVISORY TEAM, OAKASSIST, AND THE AVAILABILITY OF CHARITY CARE ARE VISIBLE IN HIGH TRAFFIC AREAS, SUCH AS THE EMERGENCY DEPARTMENT, OUTPATIENT REGISTRATION AREAS, AND ON THE OAKWOOD.ORG WEBSITE. DOCUMENTATION IS ALSO PRINTED ON THE PATIENT BILLING STATEMENT INCLUDING CONTACT INFORMATION SHOULD A PATIENT REQUIRE ASSISTANCE POST SERVICE. PART VI, LINE 4: LOCATED IN SOUTHEAST MICHIGAN, OAKWOOD HEALTHCARE SYSTEM (OHS) SERVES MORE THAN 940,000 RESIDENTS IN 36 COMMUNITIES STRETCHING ACROSS A 500 SQUARE MILE AREA OF WESTERN WAYNE COUNTY. 87% OF THE OHS SERVICE AREA IS UNDER THE AGE OF 65, WITH 62% BETWEEN THE AGES OF 18 AND 64. WHILE CENSUS NUMBERS TELL US THAT 68% OF OUR SERVICE POPULATION IS CAUCASIAN, THERE ARE SEVERAL CONCENTRATIONS OF AFRICAN AMERICAN, HISPANIC AND ASIAN POPULATIONS. ANCESTRAL BACKGROUND, HOWEVER, IS ONE OF OUR SERVICE AREA'S MOST REMARKABLE FEATURES, WITH SOUTHEAST MICHIGAN BEING HOME TO THE LARGEST ARAB POPULATION OUTSIDE OF THE MIDDLE EAST. WHILE THIS POPULATION IS ESTIMATED TO BE WELL IN EXCESS OF 300,000, CENSUS DATA DOES NOT CAPTURE THIS INFORMATION, AS "ARAB-AMERICAN" IS CONSIDERED AN ANCESTRY.DIVERSITY IN OUR COMMUNITIES IS NOT LIMITED TO CULTURAL/ETHNIC BACKGROUND, WITH POVERTY, UNEMPLOYMENT AND HEALTH-INSURED RATES VARYING WIDELY. OHS' COMMUNITY POVERTY RATES RANGE FROM 3% TO 51% (THESE RATES COMPARE TO A 13.6% RATE FOR OUR STATE). THE HEALTH UNINSURED RATE IS APPROXIMATELY 23.7% IN OUR SW DETROIT REGION AND 13.9% IN OUR GREATER DEARBORN REGION. EMPLOYMENT IN OUR SERVICE AREA HAS BEEN DOMINATED BY THE AUTOMOTIVE INDUSTRY; WITH FORD MOTOR COMPANY OUR SERVICE AREA'S LARGEST EMPLOYER AND OAKWOOD HEALTHCARE SYSTEM RANKING SECOND. OUR SERVICE AREA AND STATE CONTINUE TO FEEL THE EFFECTS OF A SUFFERING ECONOMY ALTHOUGH WE SEE SOME SIGNS OF RECOVERY. AS THE AUTOMOTIVE INDUSTRY, ITS RELATED SUPPLIERS AND OTHER INDUSTRIES CONTINUE TO MAKE ECONOMIC ADJUSTMENTS, FORECLOSURE RATES IN OUR STATE CONTINUE TO REMAIN AMONGST THE HIGHEST IN THE NATION. WHILE MICHIGAN UNEMPLOYMENT RATES ARE AT 9.7%, (COMPARED TO 8.1% NATIONALLY), SOUTHEAST MICHIGAN RATES ARE HIGHER THAN BOTH THE STATE AND NATION, WITH WAYNE COUNTY EXISTING AS ONE OF OUR STATE'S MOST "UNEMPLOYED" COUNTIES. WHILE THE LEADING CAUSES OF DEATH (E.G. HEART DISEASE, CANCER, STROKE) ARE THE SAME FOR OUR SERVICE AREA, STATE AND THE NATION, OUR SERVICE POPULATION EXHIBITS HIGHER LEVELS OF NEGATIVE RISK FACTORS AND BEHAVIORS (E.G. SMOKING, OBESITY) THAN THE STATE OR NATION. AND WHILE SOUTHEAST MICHIGAN IS BLESSED WITH NUMEROUS QUALITY HEALTHCARE PROVIDERS, MANY COMMUNITY MEMBERS FACE CHALLENGES (E.G. LACK OF EDUCATION, POOR BASIC HEALTH AWARENESS, LACK OF TRANSPORTATION, NO INSURANCE, LAYOFFS, "WORKING POOR" FAMILIES, AND HIGH RATES OF CRIME, VIOLENCE AND DRUG USE) THAT IMPACT ACCESS TO HEALTHCARE AND/OR AFFECT QUALITY OF LIFE. PART VI, LINE 5: OAKWOOD HEALTHCARE SYSTEM AND ITS EMPLOYEES, BOARD MEMBERS, PHYSICIANS AND VOLUNTEERS ARE PROUD TO BE INVOLVED IN MAKING OUR COMMUNITY A HEALTHIER PLACE TO LIVE, WORK, AND PLAY.OUR GOVERNING BOARDS ARE COMPRISED OF BUSINESS, CIVIC AND COMMUNITY LEADERS WHO WORK AND/OR LIVE IN THE AREA, AND HAVE A STAKE IN COMMUNITY HEALTH IMPROVEMENT. BOARD MEMBERS ARE ACTIVELY ENGAGED IN OAKWOOD'S MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. A GOVERNING BOARD STRATEGIC PLANNING COMMITTEE AND MEDICAL STAFF STRATEGIC PLANNING COMMITTEE INTEGRATE THEIR PERSPECTIVES INTO BOTH SHORT AND LONG TERM VISIONING AND PLANNING GEARED TOWARD FULFILLING OUR MISSION.EACH OF OUR FOUR ACUTE CARE SITES FEATURES AN OPEN MEDICAL STAFF, WITH ELECTED LEADERSHIP AND ACTIVE COMMITTEE STRUCTURE. TO PROMOTE HEALTH IN THE COMMUNITIES, OAKWOOD PROVIDES AFTERSCHOOL NUTRITION AND PHYSICAL EDUCATION IN 16 AREA SCHOOLS, OPERATES A WELLNESS PROGRAM IN TAYLOR, MI., OPERATES A SCHOOL-BASED HEALTH CLINIC IN WAYNE, AND OPERATES ADOLESCENT HEALTH CENTERS IN THE CITIES OF TAYLOR AND INKSTER. COMMUNITY BENEFIT PROGRAMS SUCH AS CAR SEAT SAFETY, INFANT SAFE SLEEP, COMMUNITY SCREENING AND HEALTH EDUCATION INCLUDING BLOOD PRESSURE, CHOLESTEROL (TOTAL AND HDL) AND GLUCOSE TESTING. NUTRITIONAL SEMINARS ARE OFFERED FOR ALL AGES GROUPS IN THE COMMUNITY. A SMOKING CESSATION HOTLINE AND INFORMATION ARE PROVIDED TO ASSIST COMMUNITY MEMBERS IN THE EFFORTS TO STOP SMOKING. OAKWOOD ALSO OPERATES AN HIV/AIDS PROGRAM AND TB CLINIC FOR THOSE IN NEED OF THESE SPECIALIZED SERVICES.A SIGNIFICANT PORTION OF THE OAKWOOD HEALTHCARE SYSTEM SERVICE AREA CONSISTS OF FEDERALLY MEDICALLY UNDERSERVED AREAS AS DESIGNATED BY HRSA (HEALTH RESOURCES AND SERVICES ADMINISTRATION). MULTI-LEVEL PARTNERSHIPS AND COLLABORATIONS WITH FEDERALLY QUALIFIED HEALTH CENTERS AND OTHER COMMUNITY BASED CLINICS ARE IN PLACE. DURING THE MID-2000'S, OAKWOOD WAS THE DRIVING FORCE BEHIND THE FIRST SUCCESSFUL FQHC (FEDERALLY QUALIFIED HEALTH CENTER) APPLICATION IN OUT-WAYNE COUNTY. OAKWOOD HAS MAINTAINED A STRONG COLLABORATIVE RELATIONSHIP WITH THAT AGENCY, WHICH NOW HAS TWO LOCATIONS TO BETTER MEET THE PRIMARY CARE NEEDS OF OUR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS. WE ALSO ACTIVELY PARTICIPATE IN WORKGROUPS, COMMITTEES AND BOARDS ASSOCIATED WITH COMMUNITY PROGRAMS SUCH AS THE DETROIT WAYNE COUNTY HEALTH AUTHORITY AND THE VOICES OF DETROIT INITIATIVE-BOTH DEDICATED TO COLLABORATIVE, COMMUNITY BASED SOLUTIONS TO THE CHALLENGES OF THE UNINSURED. INITIATIVES ADDRESS THE NEED FOR ACCESS TO PRIMARY HEALTH CARE AS WELL AS DEVELOPMENT OF A BROAD BASED RESPONSE TO THE NEED FOR EMERGENCY DEPARTMENT DIVERSION FOR PATIENTS IDEALLY SERVED IN A PRIMARY CARE SETTING.IN ADDITION TO THE MANY COMMUNITY HEALTH IMPROVEMENT ACTIVITIES PRESENTED BY ITS COMMUNITY HEALTH, MEDICAL EDUCATION, SCHOOL BASED/SCHOOL LINKED HEALTH CENTERS AND OTHER DEPARTMENTS, OAKWOOD PRESENTS A RADIO PROGRAM FEATURING INFORMATION ABOUT PERSONAL AND FAMILY HEALTH PROMOTION. "CHAMPIONS OF CARE" IS BROADCAST EACH WEEK TO ALL COMMUNITIES WE SERVE ON WJR, AN AM RADIO STATION WITH A STRONG GEOGRAPHIC SIGNAL THAT COVERS NOT ONLY OUR IMMEDIATE AREA, BUT ALSO A LARGE PORTION OF THE STATE AND EVEN PARTS OF THE MIDWESTERN REGION.MANY OF OUR EXECUTIVES, MANAGERS AND OTHER EMPLOYEES SERVE AS LEAD VOLUNTEERS OR BOARD DIRECTORS AND OFFICERS FOR KEY NON-PROFIT AGENCIES AND GOVERNMENT COMMISSIONS IN THE REGION. THESE INCLUDE ORGANIZATIONS AND AUTHORITIES ASSOCIATED WITH HEALTH CARE, SOCIAL SERVICES, EDUCATION, MUNICIPAL GOVERNANCE, INDUSTRY AND TRADE GROUPS AS WELL AS SERVICE ORGANIZATIONS AND CHAMBERS OF COMMERCE. MANY OAKWOOD EMPLOYEES ALSO OFFER AD-HOC CONSULTING ADVICE.OAKWOOD HAS ALSO MAINTAINED LONG STANDING, DEMONSTRATED PARTNERSHIPS WITH VITAL COMMUNITY AGENCIES SUCH AS ACCESS (SERVING THE ARAB AMERICAN COMMUNITY AND OTHERS WITH HEALTH AND SOCIAL SERVICES AS WELL AS EMPLOYMENT PROGRAMS); SOUTHWEST SOLUTIONS (SOCIAL SERVICES AND HOUSING AGENCY); STARFISH FAMILY SERVICES (SOCIAL SERVICES); CABRINI, MAPI AND HOPE CLINICS (FREE MEDICAL CLINICS); FIRST STEP (DOMESTIC VIOLENCE AND SEXUAL ASSAULT RESPONSE AGENCY); AND WESTERN WAYNE FAMILY HEALTH CENTER (FQHC). WE OFFER THESE AGENCIES PROGRAMS AND SERVICES, IN KIND OR DISCOUNTED FEES FOR LAB SERVICES, AND COLLABORATE IN VARIOUS GRANT APPLICATIONS AND COLLABORATIVE PROGRAMS. PARTNERSHIPS ARE ALSO IN PLACE FOR REGIONAL WORKFORCE DEVELOPMENT AND HEALTH INFORMATION TECHNOLOGY. OAKWOOD STAFF ASSISTS IN COMMUNITY JOB FAIRS, GIVING JOB ADVICE, REVIEWING RESUMES, AND CONDUCTING MOCK INTERVIEWS ALONG WITH PROVIDING INTERNSHIPS FOR STUDENTS ATTENDING MANY COLLEGES AND UNIVERSITIES.OTHER EXAMPLES INCLUDE OUR FOCUSED WORK AND COOPERATION WITH GIFT OF LIFE-MICHIGAN TO SUPPORT ORGAN DONATION AND A WELL-DEVELOPED AND EXTENSIVE SPEAKER'S BUREAU THAT OFFERS VOLUNTEER OAKWOOD SPEAKERS TO TALK TO COMMUNITY AND OTHER GROUPS ABOUT A BROAD RANGE OF TOPICS. OUR ARTS FOR THE SPIRIT PROGRAM PROVIDES AN ENVIRONMENT OPEN TO THE PUBLIC TO PROMOTE HEALTH AND HEALING. WE HAVE A STRONG TRADITION OF BEING A PART OF OUR COMMUNITY, WITH SHARED VISION OF CREATING HEALTH AND WELLNESS FOR ALL AND CONTINUE TO EXPAND THAT OUTREACH WITH EVERY PASSING YEAR. PART VI, LINE 6: OAKWOOD HEALTHCARE INC. IS PRIMARILY COMPRISED OF OAKWOOD HEALTHCARE SYSTEM. THE AFFILIATED HEALTHCARE SYSTEM ALSO INCLUDES THE FOLLOWING COMPANIES: OAKWOOD HEALTH PROMOTIONS, INC. - PROVIDES FOUR DIFFERENT LEVELS OF ELDER CARE: INDEPENDENT LIVING, ASSISTED LIVING, ALZHEIMER CARE, AND SKILLED NURSING CARE. OAKWOOD HEALTH PROMOTIONS ALSO PROVIDES ADULT DAY CARE SERVICES.OAKWOOD HOME CARE SERVICES - DELIVERS HIGH QUALITY HOME HEALTH CARE SERVICES TO THOUSANDS TO RESIDENTS THROUGHOUT SOUTHEAST MICHIGAN. IN 2012, OAKWOOD HOME CARE SERVICES PROVIDED MEDICAL CARE TO MORE THAN 6,000 HOME-BOUND PATIENTS, WHICH INCLUDED PROFESSIONAL PATIENT CARE VISITS IN EXCESS OF 73,000. ITS DEDICATED STAFF INCLUDES REGISTERED NURSES, PHYSICAL AND OCCUPATIONAL THERAPISTS, SPEECH PATHOLOGIST, MEDICAL SOCIAL WORKER, NUTRITIONIST, AND HOME HEALTH AIDES. OAKWOOD HOME CARE SERVICES ALSO OFFER SPECIALIZED HOME CARE SERVICES SUCH AS, DIABETES SELF MANAGEMENT, CARDIAC/CONGESTIVE HEART FAILURE, OBSTETRICAL CARE, MATERNAL CHILD PEDIATRICS, ORTHOPEDICS & REHABILITATION, WOUND & OSTOMY CARE, ONCOLOGY/INFUSION THERAPY, VESTIBULAR REHABILIATION, LYMPHEDEMA MASSAGE THERAPY, DEEP VEIN THROMBOSIS THERAPY, TELEHEALTH/HEALTH BUDDY, DURABLE MEDICAL EQUIPMENT AND CARE CONNECTION.OAKWOOD UNITED HOSPITALS, INC. - PROVIDES HEALTH CARE FACILITIES FOR OAKWOOD HEALTHCARE, INC.OAKWOOD HEALTHCARE FOUNDATION - PROVIDES SUPPORT TO ENTITIES THAT COMPRISE OAKWOOD HEALTHCARE INC.'S HEALTH CARE SYSTEM. THE OAKWOOD HEALTHCARE FOUNDATION OPERATES EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES IN SUPPORT OF THE MISSION OF OAKWOOD HEALTHCARE SYSTEM, THE HEALTHCARE DELIVERY SYSTEM OF OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE FOUNDATION'S PURPOSE IS TO PROMOTE PHILANTHROPIC INVESTMENT OF TIME, TALENT AND TREASURE IN SUPPORT OF OAKWOOD'S NOT-FOR-PROFIT MISSION TO PROVIDE EXCELLENCE IN CARE, HEALING AND HEALTH TO THE INDIVIDUALS AND COMMUNITIES WE SERVE. DURING 2012, OAKWOOD HEALTHCARE FOUNDATION HAD A TOTAL OF 8,226 DONORS AND RAISED TOTAL FUNDS OF $6,104,673. OAKWOOD HEALTHCARE FOUNDATION MADE MORE THAN $4.5 MILLION IN DISBURSEMENTS IN 2012 TO SUPPORT MULTIPLE PROGRAMS AND INITIATIVES.OAKWOOD ENTERPRISES, INC. - OWNS AND MANAGES REAL ESTATE IN SOUTHEAST MICHIGAN, PRIMARILY MEDICAL OFFICE BUILDINGS. ALSO, OPERATES OAKWOOD CARE CONNECTIONS, PRIVATE DUTY NURSING SERVICES, AND INVESTS IN VARIOUS HEALTHCARE RELATED JOINT VENTURES. MIDWEST MEDICAL CENTER - OWNS AND OPERATES SIX PHYSICIANS PRACTICES FACILITIES CONVENIENTLY LOCATED IN SOUTHEASTERN MICHIGAN. MIDWEST HAS OVER 65 PHYSICIANS SPECIALIZING IN 19 DIFFERENT SPECIALTIES. IT ALSO OWNS AND OPERATES A CAP CERTIFIED LABORATORY. IN ADDITION TO CORE PHYSICIAN SERVICES, CENTERS ALSO INCLUDE RADIOLOGY AND REHABILITATION SERVICES.OAKWOOD INFUSION SERVICES - PROVIDES HOME INFUSION SERVICES. OAKWOOD INFUSION CENTERS OFFER ROUTINE OUTPATIENT SERVICES FOR PATIENTS SEEKING TREATMENT FOR CANCER, RHEUMATOID ARTHRITIS, CROHN'S DISEASE, MULTIPLE SCLEROSIS AND OTHER DIAGNOSES PROVIDING SERICES, SUCH AS, IV MEDICATION THERAPY, CHEMOTHERAPY INFUSIONS, REFILL AND MAINTENANCE OF PORT PUMPS, ANTIBIOTIC THERAPY, INTRAMUSCULARLY AND SUBCUTANEOUS INJECTIONS, IV FLUID HYDRATION, VENOUS ACCESS DEVICE IRRIGATION, IMPLANTED VENOUS ACCESS DEVICE DECLOTTING, THERAPEUTIC PHLEBOTOMY AND BLOOD TRANSFUSION.OAKWOOD HEALTHCARE SYSTEM IS A REGIONAL HEALTH CARE NETWORK AND IS ONE OF THE MOST COMPREHENSIVE HEALTH CARE DELIVERY SYSTEMS IN SOUTHEASTERN MICHIGAN, SERVING SOUTHEAST MICHIGAN FOR CLOSE TO 60 YEARS. OAKWOOD HEALTHCARE SYSTEM IS A RECOGNIZED LEADER IN CLINICAL QUALITY, SERVICE AND VALUE. OUR EMPLOYEES, PHYSICIANS AND VOLUNTEERS ARE COMMITTED TO PROVIDING EXCELLENT CLINICAL QUALITY AND WORLD-CLASS CUSTOMER SERVICE TO OUR PATIENTS AND THEIR FAMILIES. REPORTS FILED WITH STATES PART VI, LINE 7 MI PART V, LINE 8 FACILITY REPORTING GROUP A SEE BELOW FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTER PART V, SECTION B, LINE 12H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTER PART V, SECTION B, LINE 14G: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST. FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTER PART V, SECTION B, LINE 18E: THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17. FACILITY 1 -- OAKWOOD HOSPITAL & MEDICAL CENTER PART V, SECTION B, LINE 20D: A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTER PART V, SECTION B, LINE 12H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTER PART V, SECTION B, LINE 14G: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST. FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTER PART V, SECTION B, LINE 18E: QTHE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17. FACILITY 2 -- OAKWOOD SOUTHSHORE MEDICAL CENTER PART V, SECTION B, LINE 20D: A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITAL PART V, SECTION B, LINE 12H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITAL PART V, SECTION B, LINE 14G: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST. FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITAL PART V, SECTION B, LINE 18E: THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17. FACILITY 3 -- OAKWOOD ANNAPOLIS HOSPITAL PART V, SECTION B, LINE 20D: A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 4 -- OAKWOOD HERITAGE HOSPITAL PART V, SECTION B, LINE 12H: ALL SELF-PAY PATIENTS ARE BILLED FULL CHARGES AND THEN THE CHARGES ARE REDUCED PER OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY, UNINSURED PATIENTS, RECEIVE, AT A MINIMUM 40% DISCOUNT OFF FULL CHARGES WITHOUT HAVING TO SUBMIT A FORMAL APPLICATION FOR OR INQUIRE ABOUT FINANCIAL ASSISTANCE. OAKWOOD ATTEMPTS TO SCREEN ALL SELF-PAY PATIENTS UPON SCHEDULING THROUGH CENTRAL SCHEDULING, WHILE ACCESSING CARE THROUGH OUR EMERGENCY DEPARTMENTS AND UPON INPATIENT ADMISSION INTO OUR HOSPITALS. OAKASSIST FINANCIAL COUNSELORS GATHER INFORMATION ON THE PATIENT'S OVERALL FINANCIAL SITUATION. PATIENTS APPLYING FOR AN ADDITIONAL LEVEL OF DISCOUNT OR APPLYING FOR A CATASTROPHIC MEDICAL DEBT DISCOUNT NEED TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION FORM OR REQUEST A DETERMINATION AS TO WHETHER OR NOT THEY QUALIFY FOR FREE OR DISCOUNTED CARE AND THE AMOUNT OF THE DISCOUNT TO BE PROVIDED ARE BASED UPON:1) FEDERAL POVERTY GUIDELINES/INCOME LEVEL2) EARNING CAPACITY3) EMPLOYMENT STATUS 4) ASSETS5) INSURANCE STATUS AND THE POSSIBILITY OF QUALIFYING FOR SOME FORM OF GOVERNMENT ASSISTANCE OR SOURCE OF COVERAGE FOR UNINSURED PATIENT6) THE LEVEL OF SELF PAY DISCOUNTING CURRENTLY BEING OFFERED THROUGH THE FINANCIAL ASSISTANCE POLICYTHE DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. FACILITY 4 -- OAKWOOD HERITAGE HOSPITAL PART V, SECTION B, LINE 14G: THE ORGANIZATION'S WEBSITE DIRECTS PATIENTS TO CONTACT OUR OAKASSIST FINANCIAL COUNSELORS FOR ASSISTANCE AND PROVIDES SUMMARY LEVEL INFORMATION ON THE TYPES AND ELIGIBILITY REQUIREMENTS OF FINANCIAL ASSISTANCE AVAILABLE. FINANCIAL ASSISTANCE INFORMATION IS INCLUDED IN OUR ADMISSION PACKETS AND MADE AVAILABLE TO ALL HOSPITAL INPATIENTS THAT CONTAIN THE TELEPHONE NUMBER DIRECTLY TO OAKWOOD'S FINANCIAL ADVISORS. OUR PATIENT STATEMENTS INCLUDE A BOLD STATEMENT INDICATING "FINANCIAL ASSISTANCE AVAILABLE" AND THERE IS A NOTICE TO PATIENTS, ON THE STATEMENT, AS FOLLOWS: "IF YOU CANNOT PAY THIS BALANCE IN FULL, PLEASE CALL A CUSTOMER SERVICE REPRESENTATIVE AS SOON AS POSSIBLE AT THE NUMBERS LISTED BELOW TO DISCUSS OTHER OPTIONS. MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS ARE AVAILABLE TO THOSE WHO QUALIFY." THE TELEPHONE NUMBER FOR CUSTOMER SERVICE IS LISTED AND OAKWOOD'S WEBSITE ADDRESS. THERE ARE POSTINGS NOTIFYING PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE AND THE CONTACT INFORMATION TO OBTAIN FINANCIAL ASSISTANCE POSTED IN OUR EMERGENCY DEPARTMENTS AND HOSPITAL REGISTRATION/PATIENT ACCESS AREAS. THE POLICY WAS MADE AVAILABLE TO PATIENTS UPON REQUEST. FACILITY 4 -- OAKWOOD HERITAGE HOSPITAL PART V, SECTION B, LINE 18E: THE HOSPITAL ROUTES ALL SELF PAY INPATIENTS AND EMERGENCY PATIENTS TO OUR OAKASSIST FINANCIAL COUNSELORS WHO ASSESS THE PATIENTS FOR ELIGIBILITY UNDER OUR FINANCIAL ASSISTANCE POLICY. IN ADDITION, SELF PAY PATIENTS, SCHEDULED THROUGH OUR CENTRAL SCHEDULING DEPARTMENT, ARE ALSO ROUTED THROUGH OUR FINANCIAL CLEARANCE CENTER AND, IF DEEMED ELIGIBLE OR A DETERMINATION CANNOT BE MADE, THE PATIENT IS ROUTED TO OUR OAKASSIST FINANCIAL COUNSELORS FOR FURTHER SCREENING. PATIENTS ARE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THEIR INPATIENT STAY THROUGH A SECTION OF THE ADMISSION PACKET WHERE PATIENTS WHO ARE CONCERNED ABOUT THEIR FINANCIAL RESPONSIBILITY CAN SPEAK TO A FINANCIAL ADVISOR FOR OPTIONS TO ASSIST THEM WITH PAYMENT. THERE ARE POSTINGS IN THE EMERGENCY DEPARTMENTS AND MAIN REGISTRATION/PATIENT ACCESS AREAS INDICATING THAT FINANCIAL ASSISTANCE IS AVAILABLE AND HOW TO ACCESS INFORMATION ON OUR PROGRAMS AND CONTACT OUR FINANCIAL ADVISORS FOR MORE INFORMATION AND ASSISTANCE. PATIENTS ARE ALSO NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ON THE MONTHLY PATIENT STATEMENTS WHICH INCLUDES WEBSITE AND TELEPHONE CONTACT INFORMATION. IN ADDITION, THE UNINSURED ARE PROVIDED A SELF-PAY DISCOUNT OF 40% WITHOUT A FORMAL REQUEST FOR FINANCIAL ASSISTANCE. INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE IS AVAILABLE ON OUR WEBSITE AND TELEPHONE CONTACT DATA REGARDING FINANCIAL ASSISTANCE OPTIONS IS LISTED ON OUR WEBSITE. PRIOR TO SENDING PATIENT PAY ACCOUNTS TO OUR EXTERNAL COLLECTION AGENCY, OUR EXTERNAL CUSTOMER SERVICE VENDOR PROCESSES THE ACCOUNTS THROUGH THEIR PROPRIETARY "PROPENSITY TO PAY" MODEL AND ASSIGNS A "PROPENSITY TO PAY SCORE" ON EACH ACCOUNT. PER OAKWOOD POLICY, THOSE PATIENT ACCOUNTS SCORED A 650 OR LESS, WITH NO INSURANCE INFORMATION ATTACHED, AN OUTSTANDING BALANCE OF $100.00 OR MORE, AND CONTAIN DEMOGRAPHIC INFORMATION INDICATING MICHIGAN RESIDENCY ARE AUTOMATICALLY ADJUSTED OFF TO CHARITY CARE WITHOUT A FORMAL APPLICATION PROCESS. ALL OF THESE EFFORTS ARE MADE PRIOR TO INITIATING ANY ACTIONS LISTED IN QUESTION 17. FACILITY 4 -- OAKWOOD HERITAGE HOSPITAL PART V, SECTION B, LINE 20D: A DISCOUNT OF 40 PERCENT WAS DERIVED BY CALCULATING AN AVERAGE OF OUR COMMERCIAL DISCOUNTS. 1 100 BLACK MEN OF GREATER DETROIT INC ONE FORD PLACE DETROIT MI 48202 383124115 501(C)(3) 5000 0 FMV N/A COMMUNITY SUPPORT ABUNDANT CARE TRAINING SERVICES 1200 W CANFIELD DETROIT MI 48201 383689305 501(C)(3) 5000 0 FMV N/A COMMUNITY SUPPORT AMERICAN HEART ASSOCIATION INC PO BOX 4002902 DES MOINES IL 503402902 135613797 501(C)(3) 12000 0 FMV N/A COMMUNITY SUPPORT DEARBORN COMMUNITY FUND 15801 MICHIGAN AVE DEARBORN MI 48126 383507205 501(C)(3) 22500 0 FMV N/A COMMUNITY SUPPORT FOUNDATION OF MICH ASSN OF PHYS OF INDIAN ORIGIN 28230 ORCHARD LAKE RD SUITE 203 FARMINGTON HILLS MI 48334 383032459 501(C)(3) 20000 0 FMV N/A COMMUNITY SUPPORT FRIENDS OF DEARBORN ANIMAL SHELTER 2661 GREENFIELD RD DEARBORN MI 48120 383171570 501(C)(3) 6000 0 FMV N/A COMMUNITY SUPPORT HENRY FORD HEALTH SYSTEM 1 FORD PLACE 5A OFFICE OF PHILANTHR PY DETROIT MI 482023450 381357020 501(C)(3) 20000 0 FMV N/A COMMUNITY SUPPORT NAMI MICHIGAN 921 N WASHINGTON LANSING MI 48906 382643038 501(C)(3) 22000 0 FMV N/A COMMUNITY SUPPORT OAKLAND UNIVERSITY SCHOOL OF NURSING 2200 N SQUIRREL ROAD ROCHESTER MI 483094497 382434916 501(C)(3) 6590 0 FMV N/A COMMUNITY SUPPORT SOCIETY FOR THE ARTS IN HEALTHCARE 2647 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20008 020479949 501(C)(3) 5000 0 FMV N/A COMMUNITY SUPPORT SOUTHWEST SOLUTIONS 5716 MICHIGAN AVE DETROIT MI 48210 382672000 501(C)(3) 5000 0 FMV N/A COMMUNITY SUPPORT WAYNE STATE UNIVERSITY FUND OFFICE 5745 WOODWARD DETROIT MI 48202 382642704 501(C)(3) 8000 0 FMV N/A COMMUNITY SUPPORT WSU SCHOOL OF MEDICINE - DEVELOPMENT AND ALUMNI AFFAIRS 4201 ST ANTOINE MAILBOX 253-UHC 6-FG DETROIT MI 48201 753235212 501(C)(3) 8800 0 FMV N/A COMMUNITY SUPPORT OAKWOOD HEALTHCARE FOUNDATION 15500 LUNDY PARKWAY DEARBORN MI 48126 383432073 501(C)(3) 3077740 0 FMV N/A SUPPORT OF THE MISSION AND OPERATIONS OF OAKWOOD HEALTH SYSTEMS 14 0 HELPING HANDS - NEEDY EMPLOYEE ASSISTANCE 41 50532 0 EMPLOYEE SCHOLARSHIPS 82 87785 0 MEDICAL RESIDENTS STIPENDS 246 12349686 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE OAKWOOD HEALTHCARE SYSTEM MAKES CONTRIBUTIONS PRIMARILY TO ORGANIZATIONS THAT HAVE BEEN RECOGNIZED BY THE IRS AS TAX-EXEMPT CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). GOVERNMENT GRANTS RECEIVED BY THE OAKWOOD HEALTHCARE SYSTEM ARE MONITORED BY THE RESPECTIVE DEPARTMENTS. OAKWOOD HEALTHCARE INC. FOLLOWS THE GUIDELINES AND IS SUBJECT TO AN A133 AUDIT ANNUALLY UPON MEETING THE EXPENDITURE THRESHOLD. THE OAKWOOD HEALTHCARE SYSTEM AWARDS SCHOLARSHIPS ANNUALLY TO EMPLOYEES, FAMILY MEMBERS AND STUDENT VOLUNTEERS. THE EMPLOYEES APPLY AND APPLICATIONS ARE REVIEWED BY AN IMPARTIAL SELECTION COMMITTEE. THE COMMITTEE IS COMPRISED OF REPRESENTATIVES FROM HUMAN RESOURCES, NURSING/ALLIED HEALTH, VOLUNTEER SERVICES, FINANCE AND THE FOUNDATION. APPLICANTS ARE SCORED USING SEVERAL KEY CRITERIA THEN RANKED ACCORDINGLY. THE OAKWOOD HEALTHCARE SYSTEM ALSO PROVIDES GRANTS TO EMPLOYEES IN THEIR GREATEST TIME OF NEED AS A RESULT OF PERSONAL CRISIS OR CATASTROPHIC EVENT THROUGH THE HELPING HANDS FUND. THE HELPING HANDS FUND IS ADMINISTERED THROUGH HUMAN RESOURCES AND A COMMITTEE HAS BEEN ESTABLISHED TO REVIEW REQUESTS AND MAKE RECOMMENDATIONS. ELIGIBILITY CRITERIA HAS BEEN ESTABLISHED WITH A MAXIMUM PAYMENT. IN CONJUNCTION WITH THE ORGANIZATION'S GRADUATE MEDICAL EDUCATION PROGRAM SUMMARIZED IN PROGRAM SERVICE ACCOMPLISHMENTS, OAKWOOD HEALTHCARE, INC. PAID MEDICAL RESIDENT STIPENDS IN THE AMOUNT OF $12,349,686 DURING 2012. OAKWOOD HEALTHCARE SYSTEM MONITORS USE OF GRANT FUNDS THROUGH ITS PAYROLL AND HUMAN RESOURCES DEPARTMENTS AS THESE GRANTS ARE GENERALLY MADE IN CONNECTION WITH THE EMPLOYEE'S COMPENSATION. X X X X 1 1 X X X X X 1 1 0 1 1 0 0 0 0 CONNOLLY BRIAN 747594 0 596413 0 467885 0 457848 0 38029 0 2307769 0 242355 0 KEUTEN JOHN 315753 0 80196 0 65864 0 103811 0 22312 0 587936 0 0 0 HENOCH MALCOLM MD 333275 0 156460 0 43774 0 116902 0 29313 0 679724 0 88469 0 DABBOUS SAMIR MD 237004 0 0 0 743 0 0 0 0 0 237747 0 0 0 LLOYD SETH 292702 0 63892 0 21014 0 6848 0 9764 0 394220 0 0 0 BUSTAMANTE MARK ANTHONY 259112 0 64768 0 23487 0 23155 0 26472 0 396994 0 0 0 CAMPBELL DAVID 255694 0 34857 0 56596 0 41060 0 20566 0 408773 0 0 0 CONWAY PAUL 192297 0 109438 0 54544 0 77186 0 22729 0 456194 0 58045 0 D'AGOSTINO MAUREEN 173773 0 44624 0 20598 0 64059 0 27644 0 330698 0 0 0 GEHEB MICHAEL 395235 0 236166 0 55464 0 160124 0 20368 0 867357 0 108564 0 HUGHES EDITH 237563 0 76787 0 40750 0 24087 0 20007 0 399194 0 0 0 ISENSTEIN BILL 278087 0 108141 0 44056 0 17444 0 25346 0 473074 0 0 0 MEDVEC BARBARA 220613 0 106557 0 34932 0 85262 0 4308 0 451672 0 54550 0 O'MALLEY CARLA 188128 0 88737 0 57239 0 100303 0 23774 0 458181 0 45278 0 ROSCHE BRYCE 195488 0 42118 0 264712 0 17355 0 13610 0 533283 0 0 0 SMITH KELLY 219060 0 60373 0 47420 0 34595 0 3294 0 364742 0 0 0 SMITH PAULA 227984 0 209841 0 41098 0 110896 0 18150 0 607969 0 55039 0 WELDAY DOUGLAS 444452 0 239638 0 119457 0 219631 0 36211 0 1059389 0 98271 0 WIDNER ERIC 235375 0 46043 0 33691 0 21670 0 20694 0 357473 0 0 0 ZATINA MARY 197020 0 95789 0 42613 0 70900 0 22224 0 428546 0 54001 0 DABIR REZA R 634940 0 0 0 61513 0 11483 0 1212 0 709148 0 0 0 JUNN FREDRICK SONG CHUN 813700 0 245450 0 42699 0 20900 0 25601 0 1148350 0 0 0 LIAKONIS CHRIS P 689441 0 0 0 15710 0 6483 0 1596 0 713230 0 0 0 PANNUTEJPAUL SINGH 670250 0 128259 0 10755 0 15798 0 24074 0 849136 0 0 0 SPRAGUE KEVIN JOSEPH 195498 0 666371 0 41667 0 17656 0 799 0 921991 0 0 0 DIEDERICH JOSEPH 0 0 237302 0 1804 0 0 0 0 0 239106 0 0 0 PART I, LINE 1A OAKWOOD HEALTHCARE, INC. HAS A FORMAL EXPENSE REIMBURSMENT POLICY, WHICH APPLIES TO ALL TYPES OF REIMBURSEMENT. OAKWOOD HEALTHCARE, INC. DOES NOT HAVE A SPECIFIC POLICY REGARDING THE PROVISION OF TAX GROSS-UP PAYMENTS. HOWEVER, CERTAIN CORPORATE POLICIES (E.G. "EMPLOYEE RECOGNITION AWARDS") PROVIDE FOR TAX GROSS-UP PAYMENTS. ALSO, EXECUTIVE EMPLOYMENT AGREEMENTS PROVIDE FOR TAX GROSS-UP PAYMENTS AND DISCRETIONARY CHARITABLE SPENDING ACCOUNTS IN LIMITED INSTANCES. THE ORGANIZATION'S PAYROLL DEPARTMENT DETERMINED TAX GROSS-UP PAYMENTS WERE APPROPRIATE IN LIMITED INSTANCES WHERE AN INDIVIDUAL DID NOT HAVE A NET PAYMENT DUE TO THEM (E.G. TAXABLE VALUE OF GUEST TRAVEL) IN THE TAX YEAR AND THE FINANCIAL IMPACT WAS MINOR. THE FOLLOWING BENEFITS WERE PROVIDED TO CERTAIN OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN FORM 990, PART VII: TRAVEL FOR COMPANIONS, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, DISCRETIONARY SPENDING, AND HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES. TRAVEL FOR COMPANIONS - DURING 2012, 3 OFFICERS, 2 TRUSTEES AND 14 KEY EMPLOYEES RECEIVED PAYMENTS FOR COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE ONLY PAID TO INDIVIDUALS IN LIMITED CIRCUMSTANCES, AND MUST BE APPROVED IN ACCORDANCE WITH OAKWOOD HEALTHCARE, INC. POLICIES GOVERNING THESE TYPES OF PAYMENTS. AT LEAST ANNUALLY, THE EXPENSES INCURRED BY ALL EMPLOYEES ARE REVIEWED TO ENSURE APPROPRIATE TAXATION AND REPORTING. DURING 2012, 2 KEY EMPLOYEES AND 1 FORMER OFFICER RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. DISCRETIONARY SPENDING ACCOUNT - DURING 2012, 1 OFFICER AND 2 KEY EMPLOYEES RECEIVED PAYMENTS FOR DISCRETIONARY SPENDING. HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES - DURING 2012, 1 OFFICER, 1 TRUSTEE AND 5 KEY EMPLOYEES RECEIVED PAYMENTS FOR HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES. ALL PAYMENTS FOR THE ABOVE BENEFITS WERE TREATED AS TAXABLE TO ALL PERSONS RECEIVING SUCH BENEFITS. SUPPLEMENTAL INFORMATION PART III PART I, LINE 4A: AS PER OUR EMPLOYMENT AGREEMENT, UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM OAKWOOD HEALTHCARE, INC. BRYCE ROSCHE RECEIVED A SEVERANCE PAYMENT OF $230,056. PART I, LINE 4B: OAKWOOD HEALTHCARE, INC. HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THAT IS LIMITED TO THE FOLLOWING PARTICIPANTS: BRIAN CONNOLLY, PRESIDENT AND CEO; DOUGLAS WELDAY, EVP OPERATIONS & DIVISION PRESIDENT; AND MICHAEL GEHEB, EVP PHYSICIAN PLAN & OPERATIONS. DURING 2012, MR. CONNOLLY RECEIVED A PAYMENT OF $354,510 AND MR. WELDAY RECEIVED A PAYMENT OF $71,940 PURSUANT TO THE PLAN PROVISIONS. SUPPLEMENTAL INFORMATION PART III PART I, LINE 5A: OAKWOOD HEALTHCARE, INC. HAS SHORT-TERM AND LONG-TERM INCENTIVE PLANS FOR EXECUTIVES. INCENTIVE AWARDS ARE CALCULATED BASED ON THE ACHIEVEMENT OF MULTIPLE TARGETS, INCLUDING THE ATTAINMENT OF OPERATING REVENUE TARGETS. PART I, LINE 5B: OAKWOOD HEALTHCARE, INC.'S OPERATING REVENUE TARGETS, USED FOR PURPOSES OF DETERMINING SHORT-TERM AND LONG-TERM INCENTIVE AWARDS FOR EXECUTIVES, INCLUDE THE REVENUES OF OAKWOOD HEALTHCARE, INC. AND ITS AFFILIATE ORGANIZATIONS. A MICHIGAN STATE HOSPITAL FINANCE AUTHORITY 382889417 59465E5E9 2003-11-13 147450247 REFUNDING OF BONDS ISSUED 6/3/1993 1 0 0 B MICHIGAN STATE HOSPITAL FINANCE AUTHORITY 382889417 59465HGA8 2007-04-24 110209925 FIN. HOSPITAL/PARTIAL REF OF BONDS ISSUED 1/27/1994 AND 6/6/1995 0 0 0 C MICHIGAN FINANCE AUTHORITY 800596186 59447PLJ8 2012-05-01 161691656 FIN. HOSP/PARTIAL REF OF BONDS ISSUED 4/7/1998, 12/10/2002, & 11/13/2003 0 0 0 A 76980000 50110000 147450247 4387019 1172186 132431561 1 0 1 1 B 17205000 110640578 8075527 901276 25436310 76601313 2008 1 0 1 1 C 161691813 2 65830871 1687439 24559395 67289149 730490 2013 1 1 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 1 CITIGROUP GBL MKTS 10.000000000000 1 0 0 B 0 0 0 1 0 0 0 0 0 C 0 1 0 0 0 0 0 0 0 A 0 B 0 C 0 SCHEDULE K PART IV, ARBITRAGE, LINE 2C DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MICHIGAN STATE HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/03/2003 ISSUER NAME: MICHIGAN STATE HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2007 FORM 990, SCHEDULE K, PART III: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I, COLUMN (E)) AND TOTAL PROCEEDS OF ISSUE (PART II, LINE 3 (B)) ARE DUE TO INVESTMENT EARNINGS. PART II, LINE 4 THE AMOUNTS SHOWN HERE CONSIST OF AMOUNTS IN BOTH DEBT SERVICE RESERVE FUNDS AND DEBT SERVICE FUND DEPOSITS. FOR COLUMNS A, B, AND C, RESPECTIVELY, THE AMOUNTS IN DEBT SERVICE RESERVE FUNDS ARE $4,386,899; $7,889,099; AND ZERO. THE AMOUNTS OF DEBT SERVICE FUND DEPOSITS ARE, RESPECTIVELY, $120; $186,428; AND $2. FORM 990, SCHEDULE K, PART IV, LINE 6, COLUMN C THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS. SEE PART V SEE PART V 107183 SEE PART V 0 SEE PART V SEE PART V 39261 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: L&E LAND COMPANY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LEILA DABBOUS, SPOUSE OF SAMIR DABBOUS M.D. (TRUSTEE) IS A GREATER THAN 35% OWNER OF L&E LAND COMPANY.(D) DESCRIPTION OF TRANSACTION: LEASE SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MICHELE RUPPAL(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MICHELE RUPPAL IS A FAMILY MEMBER OF BARBARA MEDVEC (KEY EMPLOYEE)(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT FORM 990, PART VI, SECTION A, LINE 3 OAKWOOD HEALTHCARE, INC. HAS OUTSOURCED THE MANAGEMENT DUTIES OF DIETARY SERVICES, CLINICAL ENGINEERING, FACILITY SERVICES, ENVIRONMENTAL SERVICES, LAUNDRY SERVICES AND NON-CLINICAL SERVICES WITHIN THE COMPANY'S PHYSICIAN PRACTICE DIVISION. ALL COMPANIES ENGAGED TO PROVIDE MANAGERIAL SERVICES FOR THE ORGANIZATION REPORT DIRECTLY TO SITE ADMINISTRATORS AND/OR CORPORATE DIRECTORS EMPLOYED BY OAKWOOD HEALTHCARE, INC. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S PROCESS FOR PREPARATION AND REVIEW OF FORM 990 INCLUDES PREPARATION BY AN OUTSIDE ACCOUNTING FIRM AND REVIEW BY LEADERSHIP WITHIN THE FINANCE DEPARTMENT. THE FORM 990 WAS THEN MADE AVAILABLE TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE. FINALLY, THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY AT A REGULARLY SCHEDULED MEETING OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OAKWOOD HEALTHCARE, INC. ANNUALLY REQUIRES ITS BOARD MEMBERS, EXECUTIVE LEADERSHIP (INCLUDING OFFICERS AND KEY EMPLOYEES) AND CERTAIN INDEPENDENT CONTRACTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. CONFLICTS EDUCATION IS PROVIDED ANNUALLY TO BOARD MEMBERS AND OTHER PERSONS WHO ATTEND THE BOARD MEETING WHERE SUCH EDUCATION IS PROVIDED. BOARD MEMBERS, EXECUTIVE LEADERS AND KEY INDEPENDENT CONTRACTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS BY COMPLETING A WRITTEN QUESTIONNAIRE. OAKWOOD HEALTHCARE, INC.'S DIRECTOR OF BOARD RELATIONS IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE DISCLOSURE PROCESS AND ANY POTENTIAL CONFLICT IS CLEARED BY THE DIRECTOR OF BOARD RELATIONS PURSUANT TO THE CONFLICT OF INTEREST POLICY. FAILURE TO COMPLY WITH THE REQUEST FOR DISCLOSURE COULD RESULT IN REMOVAL FROM THE BOARD. ANNUAL CONFLICT DISCLOSURE STATEMENTS, INCLUDING RESPONSES REQUIRED FOR FORM 990 DISCLOSURE PURPOSES, ARE REVIEWED BY THE OAKWOOD HEALTHCARE, INC. BUSINESS PRACTICES OFFICER (COMPLIANCE OFFICER), THE DIRECTOR OF BOARD RELATIONS, THE SR VP OF ORGANIZATIONAL EXCELLENCE, ACCREDITATION & COMPLIANCE, THE PRESIDENT & CEO, THE BOARD CHAIRPERSONS AND GENERAL COUNSEL. PERSONS REVIEWING THE DISCLOSURES ADDRESS ANY QUESTIONS TO THE RESPONDENT TO ENSURE COMPLETENESS OF RESPONSE. BOARD MEMBERS, EXECUTIVES, OTHER EMPLOYEES AND PARTIES INVOLVED IN TRANSACTIONS WITH THE REPORTING ORGANIZATION ARE REQUIRED TO DECLARE POTENTIAL CONFLICTS VIA THE WRITTEN RESPONSE. IF A POTENTIAL CONFLICT ARISES AFTER SUBMISSION OF THE WRITTEN RESPONSE, THE PARTY MUST AFFIRMATIVELY DISCLOSE SUCH POTENTIAL AS OUTLINED IN THE CONFLICTS STATEMENT. THIS POLICY IS OUTLINED IN THE COVER LETTER THAT IS SENT WITH THE REQUEST FOR WRITTEN RESPONSE TO THE CONFLICT OF INTEREST POLICY. THE RECIPIENT IS DIRECTED TO REPORT A CONFLICT THAT ARISES AT ANY TIME IMMEDIATELY TO THE PRESIDENT AND CEO OR DIRECTOR OF BOARD RELATIONS. IN THE EVENT A POTENTIAL CONFLICT IS RAISED IN THE WRITTEN RESPONSE AND THE INDIVIDUAL HAS NOT PREVIOUSLY RAISED THE POTENTIAL CONFLICT WITH APPROPRIATE PERSONS, THE POTENTIAL CONFLICT WILL BE RAISED EITHER BY THE BOARD CHAIR, OUTSIDE GENERAL COUNSEL, THE DIRECTOR OF BOARD RELATIONS OR ANY OTHER MEMBER OR MEETING PARTICIPANT BASED ON THEIR REVIEW OF THE ANNUAL DISCLOSURE STATEMENTS. IN THE EVENT IT IS DETERMINED THAT A CONFLICT IN FACT EXISTS, THE CONFLICTED PARTY IS RESTRICTED TO COMMUNICATING FACTUAL INFORMATION REGARDING THE TRANSACTION OR DECISION AND IS NOT PERMITTED TO PARTICIPATE IN BOARD DELIBERATIONS OR VOTING ON THAT MATTER. POTENTIAL AND ACTUAL CONFLICTS THAT ARE REPORTED AS PART OF THE ANNUAL WRITTEN STATEMENT OR OTHERWISE BROUGHT TO THE BOARD'S ATTENTION ARE RECORDED IN THE BOARD MINUTES, ALONG WITH THE BOARD'S ACTION TAKEN IN RESPONSE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 OAKWOOD HEALTHCARE, INC., AS THE EMPLOYER, DETERMINES OR APPROVES THE COMPENSATION OF ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES. ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT IS ENGAGED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND EVALUATES THE COMPENSATION PACKAGES OF THE PRESIDENT, CEO AND OTHER SENIOR EXECUTIVES. THE CONSULTANT REVIEWS THE COMPETITIVENESS OF THESE EXECUTIVES' COMPENSATION RELATIVE TO MARKET COMPENSATION LEVELS AND ENSURES THAT SHORT- AND LONG-TERM INCENTIVE PLAN PAYMENTS ARE COMMENSURATE WITH ACTUAL BUSINESS PERFORMANCE. IN ITS ANNUAL REVIEWS, THE CONSULTANT UTILIZES MULTIPLE PUBLISHED COMPENSATION SURVEYS TO COMPARE THE BASE SALARY LEVELS AND SHORT AND LONG-TERM INCENTIVE AWARD OPPORTUNITIES OF THE PRESIDENT AND CEO AND OTHER SENIOR EXECUTIVES RELATIVE TO COMPARABLE EXECUTIVE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY WITH APPROXIMATELY $1.0B IN ANNUAL NET REVENUE. THE ANNUAL REVIEW MEETS THE REQUIREMENTS FOR OBTAINING AN INDEPENDENT COMPENSATION STUDY FOR PURPOSES OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR EXECUTIVE COMPENSATION. IN GATHERING RELEVANT MARKET COMPENSATION DATA FOR ITS EVALUATION, THE CONSULTANT FOLLOWS ITS STANDARD AND GENERALLY ACCEPTED METHODOLOGY FOR STUDIES OF EXECUTIVE COMPENSATION IN TAX EXEMPT ORGANIZATIONS, INCLUDING THE FOLLOWING STEPS: A)RESEARCHING THE FACTS AND CIRCUMSTANCES SPECIFIC TO OAKWOOD HEALTHCARE, INC. AND SUBSIDIARIES (I.E., ORGANIZATIONAL STRUCTURE, BUSINESS GOALS, FINANCIAL PERFORMANCE, AND OTHER RELEVANT FACTORS ABOUT THE ORGANIZATION); B)UNDERSTANDING THE DUTIES AND SCOPE OF RESPONSIBILITIES OF THE EXECUTIVE POSITIONS IN ORDER TO MATCH THE POSITIONS TO SIMILAR POSITIONS USING RELEVANT SURVEY SOURCES; AND C)ANALYZING MARKET DATA TO DERIVE AN ASSESSMENT OF THE COMPETITIVE RANGE OF MARKET PRACTICE FOR TOTAL COMPENSATION FOR EACH EXECUTIVE POSITION. FOLLOWING THE COMPLETION OF ITS ANNUAL COMPENSATION EVALUATIONS, THE CONSULTANT CONSULTS WITH THE PRESIDENT AND CEO REGARDING THE COMPENSATION OF OTHER SENIOR EXECUTIVES. SIMILARLY, THE CONSULTANT CONSULTS DIRECTLY WITH OAKWOOD HEALTHCARE, INC.'S EXECUTIVE COMMITTEE OF THE BOARD TO DEVELOP RECOMMENDATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND CEO, ABSENT THE PRESENCE OF THE PRESIDENT AND CEO FOR THESE DISCUSSIONS. IN SUMMARY, OAKWOOD HEALTHCARE, INC. AND THE CONSULTANT FOLLOWS THESE GUIDELINES IN REVIEWING AND FINALIZING THE PAY OF SENIOR EXECUTIVES: A)THE COMPENSATION ARRANGEMENTS ARE APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD EXECUTIVE COMMITTEE; B)THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY (I.E., COMPENSATION PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR POSITIONS WITH SIMILAR SCOPES OF RESPONSIBILITY); AND C)THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS (I.E., THE RECORDS INCLUDE THE ELEMENTS OF COMPENSATION CONSIDERED, THE DECISIONS MADE, AND THE RATIONALE FOR THE DECISIONS). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 9,088,819. MANAGEMENT AND GENERAL EXPENSES 9,262,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,351,185. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 20,735,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,735,884. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 51,432,121. MANAGEMENT AND GENERAL EXPENSES 27,221,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,653,125. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: INTERUNIT TRANSFERS -23,371. PENSION & POSTRETIREMENT LIAB ADJ -26,124,313. CHANGE IN INVESTMENT WITH OTHER ORGANIZATIONS 969,287. PENSION SETTLEMENT -8,625,297. 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