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SEE ALSO SCHEDULE O "2011 REPORT." 98455814 true false false true false false false false false false true false false false true true false true false false false false false false false false true true false false true true false false false false false false false false false true false false false false false true true false false false true 75 0 929 true true true false false false false false false false false false X 11 10 false false false false false false false true true false false true true true true true true true true true true IL X DONALD W SHANHOLTZER 8159422932 150 WEST HIGH STREET MORRIS IL 60450 LEON RESIDORI 1.0 X 0 0 0 BRUCE BAKER 1.0 X X 0 0 0 MICHAEL RITTOF 1.0 X X 0 0 0 BARRY NARVICK 1.0 X 0 0 0 JOHN SCALA MD 1.0 X 0 0 0 KELLY BEATY 1.0 X X 0 0 0 CATHY MACCHIETTO 1.0 X 0 0 0 SHELDON SOBOL 1.0 X X 0 0 0 RODNEY ENGSTROM 1.0 X 0 0 0 JACKIE GOOGINS 1.0 X 0 0 0 JOHN ROTH MD 1.0 X 0 0 0 peter roumeliotis md 1.0 X 0 0 0 tami hansen 1.0 X 0 0 0 THOMAS MEYER 1.0 X 200388 0 11892 MARK STEADHAM 40.0 X 283121 0 4417 DENNIS MAHONEY 40.0 X 157729 0 10734 CAROL HAVEL 40.0 X 158317 0 9869 BEATRIZ SETRINI 40.0 X 335833 0 13085 LLOYD FLATT 40.0 X 230455 0 12476 RITA HART 40.0 X 240546 0 13960 Mohan Gounder 40.0 X 264036 0 6860 IAN BEST 40.0 X 256398 0 10132 2126823 0 93425 47 false true false MAYO COLLABORATIVE SERVICES INC PO BOX 9146 MINNEAPOLIS MN 554809146 LABORATORY SERVICES 503160 CANCER TREATMENT GROUP 128 SHORE DRIVE OGDEN DUNES IN 46368 PHYSICIAN SERVICES 348000 EPIC GROUP SC SLOT 303125 PO BOX 66973 CHICAGO IL 606060973 HEALTH SERVICES 300258 PLT LLC 490 MILLS ROAD JOLIET IL 60432 LAUNDRY SERVICES 245480 CENTER FOR SURGERY AND BREAST HEALT 300 BARNEY DRIVESUITE A JOLIET IL 60435 TRAUMA COVERAGE 223200 10 14081 14081 NET PATIENT REVENUE 621500 115049546 115014303 35243 115049546 2112463 2112463 0 0 147644 147644 147644 147644 23299239 25827 24026782 25872 -727543 -45 -727588 -727588 0 0 0 CAFETERIA 900099 345010 345010 MOBILE MEALS 900099 28527 28527 MEDICAL RECORD FEE 900099 5104 5104 388905 388905 767546 117363692 115014303 35243 2300065 0 0 0 0 836468 727727 108741 0 45001729 39151505 5850224 0 6422816 5587850 834966 2277829 1981711 296118 0 321422 279637 41785 134096 116664 17432 0 418 418 546260 475246 71014 6178789 5375546 803243 0 3636039 3163354 472685 0 0 2525596 2197269 328327 0 0 0 1792836 1559767 233069 0 7970474 6934312 1036162 1656606 1441247 215359 SUPPLIES 15453871 13444868 2009003 BAD DEBT ALLOWANCE 7427219 6461681 965538 TRANSFERS 732095 636923 95172 FOOD 409791 356518 53273 9843666 8563989 1279677 113168020 98455814 14711788 418 863000 1062368 6654287 10031170 0 0 14124116 16392418 0 0 0 0 0 0 3605768 3498923 2015875 1987916 157186787 85798211 75244375 71388576 46340282 47864388 0 0 740401 738577 0 0 7071882 6586256 156659986 159550592 12038651 9801927 0 0 0 0 45749006 44424162 0 0 0 0 0 0 0 0 8816130 14802903 66603787 69028992 X 90003466 90468867 32733 32733 20000 20000 90056199 90521600 156659986 159550592 X 4195672 -3730271 X false true true X false X false false false false false false false false true 56193 56193 false DUES TO AMERICAN HOSPITAL ASSOCIATION & ILLINOIS HOSPITAL ASSOCIATION SCH C PART II-B 26.13% OF TOTAL $20,916 PAYMENT FOR 2011 DUES OWED TO AMERICAN HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 32% OF TOTAL $75,494 PAYMENT FOR 2011 DUES OWED TO ILLINOIS HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 26.13% OF TOTAL $21,334 PAYMENT FOR 2012 DUES OWED TO AMERICAN HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 27% OF TOTAL $77,758 PAYMENT FOR 2012 DUES OWED TO ILLINOIS HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 6550097 6550097 64009720 26368090 37641630 1585734 95431 1490303 76887758 55392314 21495444 8153478 3942376 4211102 71388576 0 EST 3RD-PARTY PAYOR SETTLEMENT 12702236 DUE TO MEDICAID 2033603 ASBESTOS ABATEMENT 67064 14802903 117363692 113168020 4195672 -184487 -3545784 -3730271 465401 114268752 -184487 710917 526430 113742322 3621370 3621370 117363692 113766350 598330 598330 113168020 113168020 ASC SUBTOPIC 740-10 ASC Subtopic 740-10, Accounting for Uncertainty in Income Taxes-An Interpretation of FASB Statement No. 109, addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under ASC Subtopic 740-10, the Hospital must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance on derecognition, classification, interest and penalties on income taxes, and accounting in interim periods and requires increased disclosures. As of December 31, 2011 and 2010, the Hospital does not have a liability for unrecognized tax benefits. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS (3,621,370) NET Asset transfers 70,412 OTHER CHANGE IN NET ASSETS 5,174 ------------ (3,545,784) RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINES 2D and 4B other revenue on books not on return line 2d REVENUE ATTRIBUTABLE TO MORRIS HOSPITAL FOUNDATION 392,200 REVENUE ATTRIBUTABLE TO MORRIS HOSPITAL AUXILIARY 318,717 --------- 710,917 other revenue on return not on books line 4b change in fair value of derivative instruments 3,621,370 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D EXPENSES ATTRIBUTABLE TO MORRIS HOSPITAL FOUNDATION 265,562 EXPENSES ATTRIBUTALBE TO MORRIS HOSPITAL AUXILIARY 332,768 --------- 598,330 true true true X true X 600. true true true false true true 4613 3045674 0 3045674 0.02880 29468 13240637 8353429 4887208 0.04620 36950618 29696149 7254469 0.06860 34081 53236929 38049578 15187351 0.14360 22 67119 227530 8340 219190 0.00210 6 5338 506376 0 506376 0.00480 2 59 302900 0 302900 0.00290 0 0 0 0 0.00000 5 29341 437632 0 437632 0.00410 35 101857 1474438 8340 1466098 0.01390 35 135938 54711367 38057918 16653449 0.15750 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 1 11 6140 0 6140 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 1 2 1209 0 1209 0.00000 2 13 7349 0 7349 0.00000 false 7427219 1859338 29696149 36950618 -7254469 X true true Deerpath Orthopedic Surgery 0.45600 0.54400 1 1 MORRIS HOSPITAL

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1600 US RTE 6 MORRIS IL 60450

RADIATION & ONCOLOGY CLINIC RIDGE ROAD CAMPUS

27240 W SAXONY DRIVE CHANNAHON IL 60410

IMMEDIATE CARE CTR THE DIAGNOSTIC & REHABILITATIVE CENTER

100 WEST GORE RD MORRIS IL 60450

PHYSICAL THERAPY & IMMEDIATE CARE CTR MINOOKA HEALTHCARE CENTER

27240 W SAXONY DRIVE CHANNAHON IL 60410

CLINIC CHANNAHON HEALTHCARE CENTER

25259 REED STREET CHANNAHON IL 60408

CLINIC MARSEILLES HEALTHCARE CENTER

580 SYCAMORE STREET MARSEILLES IL 61341

CLINIC MORRIS HEALTHCARE CENTER

1345 EDWARDS STREET MORRIS IL 60450

CLINIC BRAIDWOOD HEALTHCARE CENTER

389 E MAIN STREET BRAIDWOOD IL 60408

CLINIC DWIGHT HEALTHCARE CENTER

101 S PRAIRIE AVENUE DWIGHT IL 60420

CLINIC NEWARK HEALTHCARE CENTER

5 N JOHNSON STREET NEWARK IL 60541

CLINIC GARDNER HEALTHCARE CENTER

409 N ROUTE 53 GARDNER IL 60424

CLINIC Schedule H, Part I Line 3c, 6a, 7g, 7f, and 7 Line 3c Not applicable as the organization does follow federal poverty guidelines to determine eligibility for providing charity and discounted care to low-income uninsured and underinsured individuals. Line 6a The Hospital's community benefit report is available upon request. Line 7g The Hospital has not included any costs attributable to physician clinic as part of their subsidized health services. Line 7f The percent of charity care and certain other benefits at cost as a percent of total expense less bad debt is 15.75%. Line 7 Charity care is calculated by determining the total amount from patient billing that is written off to charity care charge codes or allowances. This amount matches the number that is reported on our year ending 2011 audited financial statements. The total charity care dollar amount is then reduced to cost by applying the Hospital's cost to charge ratio as calculated on IRS schedule H - worksheet 2. Schedule H, Part II Community Coalition and Collaborative Efforts Throughout the year, Morris Hospital furthers its mission of improving the health of area residents by participating in a number of community-building activities in collaboration with other organizations. Morris Hospital participates in a number of health education programs and screenings throughout the year at the request of other organizations, including in 2011 the Environmental Fair sponsored by the University of Illinois Extension office, a senior health fair in Mazon sponsored by Quality Home Health, and health fairs sponsored by a number of other organizations including Minooka Junior High School, Grundy County Health Department, and Rivershores Nursing Home . Currently, Morris Hospital offers free senior exercise classes for the community at the Coal City Public Library, Mazon Grade School and the United Methodist Church in Minooka. The goal is to help seniors improve their mobility, flexibility and strength while providing socialization. The hospital's investment in staff salaries to teach the exercise classes was $57,927 in 2011. Each year, Morris Hospital partners with a number of area organizations to offer a Camp 911 safety program to area 4-6th graders. 2011 Camp 911 community partners included Morris Emergency Medical Services, Morris Fire Department, Grundy County Sheriff's Department, Morris Police Department, Elwood Fire Department, and Grundy County Chapter of the American Red Cross. Morris Hospital improves access to health services by providing community members free rides to medical appointments through its free Patient Transportation Service. This occurred 17,379 times in 2011. Rides are provided regardless of whether the medical provider is associated with Morris Hospital. The service was started in 1998 in response to an identified need for increased transportation service in the county. The service is available to any community member needing a ride and is especially used by seniors and low-income community members. In coordinating the rides, Morris Hospital works in cooperation with a number of other health providers when providing this service, including Silver Cross kidney dialysis, Fresenius Hemodialysis Clinic, ATI Physical Therapy, Morris Health & Rehab Center, Walnut Grove Nursing Home, Park Pointe Assisted Living, Heritage Manor nursing home, and Ortiz Eye & Hearing, Many of these riders have indicated that they have no other way to get to their appointment, such as Elias and Olenea from Braidwood who rely on the free service at least weekly, and sometimes even multiple times in the same week. "The folks with Morris Hospital's Patient Transportation Service are very wonderful to us. They are always willing to go out of their way to accommodate us," Elias says. Morris Hospital works in collaboration with Morris Mobile Meals by preparing daily, nutritious meals to people of all ages and economic circumstances, including children, the elderly, ill, disabled and homebound. The Nutrition Services staff at the Hospital cooks and prepares the meals daily, which are delivered by volunteers from Mobile Meals. Over 12,000 meals were prepared in 2011. While clients pay a nominal fee to Mobile Meals, Morris Hospital is reimbursed only for the cost of the food and related supplies so the meals can remain affordable for those who use the service, with Morris Hospital donating $78,338 in staff time. As part of a commitment to supporting our community's future healthcare providers, the Hospital devoted over $110,000 in staff time mentoring students studying to become nurses, paramedics, respiratory therapists, pharmacists, lab and radiology technologists through Joliet Junior College, College of DuPage, Illinois Valley Community College, Kankakee Community College, Lewis University, Midwestern University, Swedish American University, University of St. Francis, and Grundy Vocational Center. It is imperative that these students have a place to complete their critical training. By helping students train in preparation for entering the healthcare workforce, we are helping to improve access to healthcare services in the future. Becca, now a pharmacist at Morris Hospital, had her sights set on becoming a retail pharmacist when she was a student at Midwestern University. She says her experience at Morris Hospital gave her the opportunity to use so many of the things she learned in pharmacy school - especially working with patients. As a result of the experience, she ended up changing her mind about retail pharmacy and now works at Morris Hospital. Morris Hospital continues to provide financial donations at the request of a number of community organizations whose mission closely mirrors the Hospital's. The hospital's contributions help these organizations meet their goals of enhancing public health or relieving government burden. In 2011, over $39,000 was donated to Gardner South Wilmington H.S., Coal City H.S., Seneca H.S., and Morris H.S. for prom safety events; Big Brothers Big Sisters of Will and Grundy County for mentoring services; Dwight EMS, Minooka Fire Department, Morris Fire Department, and Gardner Fire Department for their children's safety program; Guardian Angel for its services for women needing shelter; Joliet Area Community Hospice and Grundy Community Hospice for their end of life and grief services; the American Cancer Society for cancer services and research; Running for Life for ovarian cancer awareness; and Shabbona Middle School for drug awareness education. At the request of area organizations, Morris Hospital provides personnel to offer their talents and expertise by serving as volunteer leaders on boards of directors. In 2011 this included the President & CEO serving on the Grundy Economic Development Council, the Vice President of Patient Care serving on the Will-Grundy Medical Clinic Board, the Vice President of Planning serving on the Grundy County Chamber of Commerce board, and the Manager of PACS serving on the United Way of Grundy County board. With substance abuse and mental health identified as top priorities on the Community Needs Assessment, the Hospital has initiated a contract with the local psychiatry group, Institute for Personal Development, to assure that the mental health needs of patients who present through the Morris Hospital Emergency Department are met. The arrangement is particularly critical at this time, when cuts by the State of Illinois have (eliminated/significantly reduced) mental health services through the county health department. Morris Hospital is a significant partner of the Will Grundy Medical Clinic, which provides free medical and dental care to qualifying residents. We demonstrate our support by providing a staff member to serve on the clinic's Board of Directors, free use of office space each month, volunteer time from Morris Hospital employed physicians, a $10,000 annual donation and support of other WGMC fundraising initiatives, and free hospital services to clients referred from WGMC. Morris Hospital has enthusiastically responded to the call for help from several area social service agencies, including PADS (Public Action to Deliver Shelter) for which Morris Hospital launders sheets, blankets and towels, in addition to providing pick up and delivery service, all free of charge. This comes at a time when the number of homeless in the community is at an all-time high due to housing foreclosure. Along with linens for PADS, Morris Hospital helped fund We Care's mobile food pantries in two communities in 2011, along with financially sponsoring "fill the pantry" to help stock the shelves at We Care's Morris pantry. The hospital's commitment to these projects also involves providing the manpower to unload, stock and distribute thousands of pounds of food through employee volunteerism. The Morris Hospital's Nutrition Services department also prepared meals for patrons of St. Vincent's Table six times a year in 2011, along with staff to serve the meals. In July 2011, Morris Hospital was an active participant in the Grundy County back-to-school fair for low income families. The event was spearheaded by the United Way of Grundy County and Grundy County Community Foundation. Morris Hospital provided physicians, nurses and support staff to give physicals and immunizations. All services were provided free of charge and would otherwise be the responsibility of the government funded Medicaid program. As a Resource Hospital within Illinois Region VII Emergency Medical Services (EMS), Morris Hospital is licensed to provide initial education and continuing training for area emergency medical technicians and paramedics, working side by side with local EMS providers to ensure the very best pre-hospital care for local communities. Morris Hospital also serves as the Resource Hospital for Coal City Fire, Minooka Fire, Morris EMS, Morris Fire, Morris City Dispatch, and Newark EMS, assuring that ambulances are appropriately stocked with supplies and equipment; that EMS person Schedule H, Part III Line 4, 8, and 9 Line 4 THE HOSPITAL BELIEVES THAT ITS CHARITY CARE AND THE RELATED COMMUNITY BENEFIT REALIZED FROM THAT CARE, IS NOT FULLY REFLECTED AT ITS TRUE VALUE BECAUSE IT DOESN'T CAPTURE ALL PATIENTS THAT COULD QUALIFY BUT FOR WHAT EVER RATIONALE, DO NOT APPLY FOR SUCH ASSISTANCE. IT IS LOGICAL THAT THE HOSPITAL'S BAD DEBT INCLUDES AN AMOUNT THAT COULD/SHOULD BE CONSIDERED AS CHARITY CARE IF THE APPLICATION FOR IT WAS COMPLETED. BAD DEBT EXPENSE AS REFLECTED ON THE HOSPITAL'S FINANCIAL STATEMENTS INCLUDES (1) WRITE-OFFS FROM THE PATENT BILLING SYSTEM (2) RECOVERIES OF PRIOR BAD DEBTS WRITTEN OFF AND (3) ADJUSTMENTS TO THE PROVISION OF ALLOWANCE FOR BAD DEBT EXPENSE. ADJUSTMENTS TO THE ALLOWANCE ACCOUNT IS NECESSARY TO ADEQUATELY PROVIDE AN ESTIMATE OF BAD DEBT EXPENSE RELATED TO CURRENT YEAR'S PATIENT ACCOUNTS RECEIVABLE. (THE ALLOWANCE ACCOUNt IS REFLECTED AS A CONTRA RECEIVABLE ACCOUNT ON THE HOSPITAL'S BALANCE SHEET). THIS ADJUSTMENT IS BASED ON THE MONITORING OF THE PRIOR YEAR'S RECEIVABLE HISTORICAL WRITE OFFS AND RECOVERIES TO USE AS AN ESTIMATE OF CURRENT YEAR EXPECTED EXPERIENCE. Bad debt expense attributable to charity care, which includes an allowance for charity care, was calculated using the cost to charge ratio on the IRS schedule H worksheet 2. Line 8 The Hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. Since it is the mission of the hospital to respond to community need, hospital management continually advocates for improved Medicare payment so that the cost of quality care to those patients that are not able to afford it is not compromised and is fairly subsidized by all payers. While this shortfall in Medicare payments is not classified as community benefit by the IRS, we nonetheless believe it is an important contribution made by the hospital to the health and well being of the community. Our mission calls us to serve all patients with the highest possible quality and efficiency, even if we are not paid fully for doing so. Line 9 Patients are given adequate time to apply for Financial Assistance before the patient account is sent to collection. We have also implemented Automated Charity Scoring for the uninsured that allows us to process Charity without an application. For any account already placed with an agency a patient can still apply for Financial Assistance and if they are qualified for charity an adjustment is made and the Hospital notifies the agency and the account is cancelled. schedule h, part v line 11h and 19d line 11h Morris Hospital uses an automated charity scoring system called connance. patients may qualify via this paro (patient account rank ordering) automated system. if scored as presumptive charity then account is written off under financial assistance without patient having to complete the financial worksheet. line 19d gross charges are reduced by an amount determined by a sliding scale that considers: income, family size and cost to charge ratio. Schedule H, Part VI Line 2, 3, 4, 5, 6 & 7 Line 2. Needs assessment. Over the past several years, Morris Hospital & Healthcare Centers has partnered with the Grundy County Health Department to conduct a Community Health Needs Assessment and Plan approximately every five years. The most current document is titled "Grundy County Community Analysis 2011." The previous plan served the time frame of 2005-2011. The 2011 Analysis was prepared by Health Systems Research for the Grundy County Health Department and IPlan Steering Committee, which Morris Hospital serves on along with other community agencies. The study was funded through a grant awarded by Morris Hospital Foundation to the Grundy County Health Department. The data sources used by Health Systems Research for the 2011 plan include the U.S. Census, Illinois Department of Public Health, Illinois Department of Employment Security, Illinois Uniform Crime Reporting Program, Illinois Hospital Association COMPdata, Illinois Youth Survey and National Center for Health Statistics. The report includes information on population descriptors and migration, housing, education and employment, income and poverty, crime and safety, births and deaths, and health status, behaviors and utilization. The completed analysis shows cancer, heart disease, stroke, accidents, respiratory disease and diabetes are the top causes of death in Grundy County. In fact, almost one-half of Grundy County deaths are due to heart disease or cancer. While the Steering Committee is currently working on developing a plan that addresses the health problems outlined in the analysis, Morris Hospital also uses this data in its own strategic planning process. For example, over the past several years, Morris Hospital has placed emphasis on cardiac services by adding angioplasty and stenting treatment capabilities, regularly offering a cardiac health risk assessment, working with EMS providers to add EKG transmitting capabilities from the field, and adding a support group for women with heart disease. The 2011 analysis did show a decrease in the heart disease death rate in Grundy County since the completion of the last community health needs assessment. The Grundy County Board of Health exercises authority over the IPlan Steering Committee and completion and execution of an action plan related to the 2011 analysis. Line 3. Patient education of eligibility for assistance. As stated in the Provision of Financial Assistance policy, Morris Hospital & Healthcare Centers is a not-for-profit, tax-exempt entity with a charitable mission of providing medically necessary health care services to residents of the City of Morris and the Hospital's defined service area, regardless of their financial status and ability to pay. Processes and procedures exist for identifying and assisting patients whose care may be provided without charge or at a discount commensurate with their financial resources and ability to pay. When possible, a Financial Service Representative conducts an interview with the patient, the guarantor, and /or his or her legal representative, prior to the admission or rendering of service. If an interview is not possible prior to the admission or rendering of service, the interview is conducted upon admission or as soon as possible thereafter. A Financial Representative is located within the Emergency Department, as this is the first point of care for a significant number of individuals qualifying for financial assistance. This makes the Financial Representative more easily accessible to patients. However, in the case of an emergency admission, the evaluation of payment alternatives does not take place until the required medical care has been provided. Before beginning the application process for financial assistance from Morris Hospital, the Financial Representative will first determine if the patient qualifies for medical assistance from other existing financial resources such as Medicare, Medicaid, KidCare, FamilyCare, Will-Grundy Medical Clinic, or other state and federal programs. While it is the intention to identify patients who qualify for financial assistance at the time of registration, there are instances when it is not possible to determine the need for financial assistance at that point. As part of a strategy to reach patients with this important information, signage regarding the availability of financial assistance is posted in both English and Spanish at various locations throughout the Hospital and the offsite locations. An overview of the financial assistance program is available on the Hospital's website, along with a downloadable copy of the financial assistance application. Information on financial assistance is also included in the Patient Guide that is given to all inpatient and observation patients. In addition, patient account correspondence sent to patients includes a statement regarding the availability of the financial assistance program and a contact number. Any patient whose payment is 30 days late and has not already been denied financial assistance is sent information on the financial assistance program. 4. Community information. Morris Hospital & Healthcare Centers serves an 18 zip code area encompassing 5 counties: Grundy, LaSalle, Kendall, Will and Livingston. At the time of the 2010 Census, the population for the Morris Hospital service area was 74,516. Communities served are primarily rural with a few that are more suburban. The majority population (89.9%) in the Morris Hospital service area is White/Caucasian, and 7.3% is Hispanic/Latino, making Grundy County less diverse when compared to the overall population of the United States. Children and youth ages 0-19 make up 29.9% of the population, and 10.9% of the population are seniors age 65 and older. This is a higher percentage of children and youth and a smaller percentage of seniors as compared to the state of Illinois. The average household income is $59,603. This exceeds the state in median household income. Poverty rates vary considerably by community through the Morris Hospital service area, ranging from less than 0% of families with children under 18 being at poverty level in in South Wilmington, to over 34% in Verona. Among the counties served by Morris Hospital, Grundy County has the highest unemployment rate at 11.8% . In 2011, 40.6% of the Hospital's patient revenue was from Medicare and 11.4% was from Medicaid. 5.7% of patient revenue came from self pay patients. There is one other hospital located in Morris Hospital's 18 zip code service area. Three other hospitals have ancillary or physician services located within the Morris Hospital service area. Line 5. Furthering our exempt purpose: In 2011, Morris Hospital invested over $1.4 million in community services. This is a dollar amount that grows annually, an indication of the organization's commitment to providing these vital services, particularly at a time when the organization's net income has been on a steady decline, from $10.2 million in 2005, to $3.4 million in 2010. Despite the decline in net income, the Morris Hospital governance and administration hasn't made cuts in services that improve health and quality of life. In fact, just the opposite is true with a continually robust offering of CPR classes, an expansion of diabetes education classes and support group, babysitter training, exercise classes, a 5K Run, and a safety camp for children to name a few examples. Senior exercise classes alone were a $57,927 investment for Morris Hospital in 2011, which pays instructors to teach a total of 15 weekly classes at four different locations in the Hospital service area. The class is intended to help individuals age 55 and older improve their strength, flexibility and mobility. Participation is free. Monthly support groups facilitated by staff from Morris Hospital are provided for women with heart disease, breastfeeding moms, individuals with diabetes, and those faced with a diagnosis of cancer. Support groups are also offered free of charge. With a goal of detecting disease at the earliest, most curable stages, Morris Hospital offers a number of educational programs and annual health screenings for heart disease, diabetes, hypertension, prostate cancer, skin cancer and colorectal cancer. All of these are offered free of charge with the exception of the Cardiac Health Risk Assessment, a comprehensive screening for heart disease that includes total cholesterol, glucose, height and weight, peripheral vascular, blood pressure and body fat. Participants are charged a nominal fee of $35 to help cover expenses. Morris Hospital is committed to retaining its status as a Level II trauma center in order to best serve the community. Salaries and other expenses to retain this certification cost the Hospital $292,200. An additional $392,519 was invested in Morris Hospital's role as a Resource Hospital for Emergency Medical Services. In this capacity, Morris Hospital provides education and training for emergency medical techn X true true X X X X X false false false false false false false false false THOMAS MEYER 169546 0 0 0 30842 0 5845 0 7586 0 213819 0 0 0 BEATRIZ SETRINI 295128 0 0 0 40705 0 7838 0 5999 0 349670 0 0 0 LLOYD FLATT 219003 0 0 0 11452 0 7327 0 6204 0 243986 0 0 0 RITA HART 150010 0 48374 0 42162 0 5611 0 9959 0 256116 0 0 0 Mohan Gounder 235019 0 0 0 29017 0 6043 0 1609 0 271688 0 0 0 IAN BEST 150093 0 76474 0 29831 0 4096 0 6440 0 266934 0 0 0 DENNIS MAHONEY 141837 0 0 0 15892 0 5095 0 8336 0 171160 0 0 0 CAROL HAVEL 145384 0 0 0 12933 0 5172 0 5158 0 168647 0 0 0 MARK STEADHAM 275018 0 0 0 8103 0 1869 0 4068 0 289058 0 0 0 VILLAGE OF CHANNAHON IL 362597211 159140AC6 2003-05-28 9220000 advanced refund for facilities true false false VILLAGE OF CHANNAHON IL 362597211 159140AD4 2003-05-28 5670000 construction of birthing ctr false false false VILLAGE OF CHANNAHON IL 362597211 159140AE2 2003-05-28 5885000 renovation of icu and med/sur false false false VILLAGE OF CHANNAHON IL 362597211 159140AF9 2003-05-28 6445000 infrastructure improvements false false false 2575000 0 9220000 739125 0 0 112877 0 0 0 0 0 2003 false true true true 890000 0 5670000 286598 0 0 42525 0 0 5340870 0 0 2004 false false true true 780000 0 5885000 297516 0 0 44137 0 0 5543340 0 0 2005 false false true true 840000 0 6445000 325921 0 0 48338 0 0 6070733 0 0 2004 false false true true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false true true goldman sachs 20. false false false 0 false false false true true goldman sachs 29. false false false 0 false false false true true goldman sachs 29. false false false 0 false false false true true goldman sachs 29. false false false 0 false false VILLAGE OF CHANNAHON IL 362597211 159140AG7 2009-04-15 6780000 surgery/pacu, pacs sys and var false false false VILLAGE OF CHANNAHON IL 362597211 159140AH5 2009-04-15 8220000 construction of med office bld false false false 0 0 6780000 37608 0 0 158282 0 0 6062687 0 492207 false false false true 0 0 8220000 45596 0 0 191099 0 16164 6971993 0 944814 2009 false false false true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false true true us bank 25. false false false 0 false false false true true us bank 25. false false false 0 false false Barry Narvick Director 25118 SEE PART V true BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV, LINE 1 This amount is the total amount of business that the Hospital had with "Narvick Bros. Lumber Co." in 2011 which was for various repairs/materials. The transactions are at "arms length" (FMV), these transactions are approved in advance via purchase requisition/purchase order process. 2011 Report Form 990, page 2, Part III, Program Service Accomplishments In 2011, Morris Hospital upgraded its 11-year-old MRI system with a $1.3 million 1.5T Vantage Tita(TM). One of the key enhancements from a patient perspective is the bore opening, which is 18 percent larger than other 1.5T systems. The new system also reduces noise levels by 90 percent through its Pianissim(TM) technology. More room and less noise makes it easier for patients to relax so they can remain motionless during their exam. The new system also gives Morris Hospital the ability to offer advanced vascular studies and breast MRI. Expansion of primary care services in outlying communities remains a priority. In June 2011, a community open house was held to celebrate the completion of an 800 square foot addition to the Marseilles Healthcare Center that added three exam rooms to better accommodate the growing number of patient visits. The first nurse practitioner was hired for the primary care office setting, a model that will be continued in 2012. The first nurse practitioner is sharing her time between the Marseilles and Newark Healthcare Centers, thereby allowing Morris Hospital to expand access to care in both of these rural communities. A laboratory draw site opened in Coal City in October. Specimens collected in Coal City are brought to the accredited laboratory at Morris Hospital for testing. This is a convenient alternative for individuals living in Coal City and surrounding communities who need lab testing. During 2011, 6 new physicians joined the medical staff at Morris Hospital in the following specialties: radiation oncology, family practice, obstetrics/gynecology, radiology and nephrology. There are 200 physicians on the Morris Hospital medical staff representing 38 medical specialties. Morris Hospital & Healthcare Centers was awarded its first accreditation from The Healthcare Facilities Accreditation Program (HFAP) based on results of an extensive and objective onsite review that took place in February 2011. During the three day, unannounced survey, three HFAP surveyors conducted an intense review of policies and practices to verify Morris Hospital & Healthcare Centers' compliance with the approximately 1,000 standards set by the Centers for Medicare and Medicaid Services (CMS). They toured the hospital and several of its satellite facilities, reviewed documents, files and charts, and conducted interviews with patients, physicians and staff. Morris Hospital & Healthcare Centers' laboratories at the Diagnostic & Rehabilitative Center on Gore Road in Morris and the Ridge Road Campus in Channahon were awarded first time accreditations by the Accreditation Committee of the College of American Pathologists (CAP). In addition, a voluntary, three-year re-accreditation was received from the Intersocietal Commission for the Accreditation of Echocardiography Laboratories (ICAEL) for adult transthoracic and adult stress echocardiography. With a goal of reducing preventable re-admissions, Morris Hospital voluntarily enrolled in Project RED under the guidance of Joint Commission Resources. The initial focus was on standardizing the discharge process for patients with congestive heart failure, and then applying the concept to patients with other diagnoses. In 2011, Morris Hospital embarked on a Workforce Productivity Improvement Project that involved an extensive review of data along with interviews. The outcome lead to a savings opportunity in excess of $3 million by reducing avoidable patient days and delays in care, modifying staff scheduling and time and attendance policies, and identifying improvements in productivity. This is an ongoing initiative aimed at reducing expenses. For the first time in Morris Hospital's history, the entire patient medical record was made available electronically and accessible through one system by transitioning to McKesson's Horizon Patient Folder, a system that captures, indexes, stores and retrieves patient information, giving physicians and staff access to review, analyze, code and complete electronic charts in the electronic medical record system. This came on the heels of an upgrade to Meditech 5.6. On a regional level, Morris Hospital made a commitment to join the MetroChicago Health Information Exchange system which will allow health information to flow with patients throughout the metropolitan Chicago area no matter where care is received. In 2011, Morris Hospital was honored with 11 National Excellence in Healthcare Awards from Professional Research Consultants for excellence in patient satisfaction. Succession planning is a top priority at Morris Hospital. In 2011, an assistant vice president of patient care services was added to the senior leadership team, along with other changes made to the organizational chart to position the organization for the future. Guided by a mission of improving the health of area residents, Morris Hospital continues to offer numerous health education classes, support groups, health screenings and exercise programs on an ongoing basis throughout the year. In 2011, a dedicated diabetes educator was added to the staff, offering free one-on-one diabetes education and counseling, along with monthly education programs and support groups. Just 15 months after becoming a Resource Hospital for Emergency Medical Services, Morris Hospital graduated 30 students from its first college accredited EMT-Paramedic course in partnership with Joliet Junior College. The students had been attending class at the hospital twice weekly since August 2010, in addition to spending one weekend a month in practical experience for a total of 1,000 training hours. The goal is to increase access to paramedic training in order to expand the paramedic population in the local community. This helps assure excellent pre-hospital care. Morris Hospital invested $392,519 in its EMS/Resource Hospital program in 2011. Morris Hospital provided community members free rides to medical appointments 17,379 times through its free Patient Transportation Service in 2011. Many riders have no other way to get to their doctor's appointment, physical therapy session or kidney dialysis. While the fleet of six buses has been donated by the Morris Hospital Foundation, the 2011 operating cost to the hospital for salaries, gasoline and vehicle upkeep totaled $307,341. With a team of more than 1,600 employees, physicians and Auxilians, the 89-bed Morris Hospital today serves patients in more than 18 communities and provides numerous services including a Level II trauma center, radiation therapy center, 12-bed state-of-the-art intensive care unit, immediate care services at two locations, and a dedicated pediatric unit. Morris Hospital also operates Healthcare Centers in Braidwood, Channahon, Dwight, Gardner, Marseilles, Morris and Newark. GOVERNING BODY AND MANAGEMENT REGARDING PART VI, SECTION A QUESTION 8A MINUTES AND AGENDA OF THE FULL BOARD OF MORRIS HOSPITAL ARE MAINTAINED. THE FULL BOARD MEETS EVERY MONTH. MEETING DATES APPLICABLE TO 2011 ARE AS FOLLOWS: 01/24/2011 02/28/2011 03/28/2011 04/25/2011 05/23/2011 06/28/2011 07/25/2011 08/22/2011 09/26/2011 10/24/2011 11/28/2011 12/19/2011 PART VI, SECTION A, QUESTIONS 8B MINUTES AND AGENDA OF THE FOLLOWING COMMITTEES OF MORRIS HOSPITAL HAVE BEEN AND ARE MAINTAINED. FINANCE COMMITTEE 02/28/2011 03/21/2011 03/28/2011 04/18/2011 05/16/2011 06/28/2011 07/18/2011 08/22/2011 09/26/2011 10/17/2011 11/21/2011 12/19/2011 EXECUTIVE COMMITTEE 01/03/2011 03/10/2011 03/22/2011 05/03/2011 05/04/2011 06/24/2011 09/08/2011 10/12/2011 PI/QUALITY COMMITTEE 01/20/2011 02/17/2011 04/21/2011 05/20/2011 06/16/2011 07/15/2011 08/18/2011 10/17/2011 11/17/2011 12/17/2011 LONG RANGE PLANNING COMMITTEE 04/22/2011 NOMINATING COMMITTEE 03/16/2011 11/22/2011 RECRUITMENT/RETENTION COMMITTEE 01/26/2011 03/17/2011 04/28/2011 07/11/2011 09/01/2011 10/26/2011 11/29/2011 COMPENSATION/SUCCESSION/PHYSICIAN COMMITTEE 01/26/2011 04/11/2011 06/24/2011 POLICIES PART VI, SECTION B QUESTION 11B A DRAFT OF THE 990, AS PREPARED BY KPMG, WAS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE ALONG WITH THE CFO AND ACCOUNTING MANAGER OF MORRIS HOSPITAL. A JOINT SPECIAL BOARD MEETING OF THE MORRIS HOSPITAL, MORRIS HOSPITAL FOUNDATION AND MORRIS HOSPITAL AUXILIARY BOARDS WAS HELD TO PROVIDE A FORMAL PRESENTATION OF THE FINAL 990'S OF EACH RESPECTIVE ORGANIZATION PRIOR TO FILING. PART VI, SECTION B, QUESTION #12B DIRECTORS, OFFICERS, MEMBERS OF THE BOARD, KEY AGENTS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A STATEMENT WHICH REQUIRES THE FOLLOWING: (1) DISCLOSE FOR IN THE PRIOR TWO YEARS, ANY PRODUCTS OR SERVICES THAT HE/SHE MAY HAVE PROVIDED PERSONALLY TO MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES OTHER THAN IN HIS/HER CAPACITY AS A DIRECTOR, COMMITTEE MEMBER, OFFICER, OR OTHER SENIOR MANAGEMENT POSITION. (2) DISCLOSE FOR IN THE PRIOR TWO YEARS, ANY DIRECT OR INDIRECT OWNERSHIP INTEREST THAT HE/SHE MAY HAVE IN ANY COMPANY WITH WHICH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES CONDUCTS BUSINESS, INCLUDING THE PURCHASE OR SALE OF PRODUCTS AND SERVICES (EXCEPT OWNERSHIP OF LESS THAN 1% INTEREST IN A PUBLICLY TRADED COMPANY). (3) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE MAY HAVE SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY TO A BUSINESS OR COMPANY THAT PROVIDES PRODUCTS OR SERVICES TO MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (4) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS BEEN INVOLVED IN ANY LEGAL OR ADMINISTRATIVE PROCEEDING, REAL ESTATE OR OTHER BUSINESS TRANSACTION, INCLUDING THE PURCHASE OF GOODS OR SERVICES, INVOLVING MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES EITHER PERSONALLY OR THROUGH A COMPANY IN WHICH HE/SHE HAS A DIRECT OR INDIRECT OWNERSHIP OR FOR WHICH HE/SHE HAS SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY. (5) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY WITH RESPECT TO A BUSINESS OR COMPANY THAT PROVIDES SERVICES IN COMPETITION WITH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. COMPETITION MEANING PROVIDING A PRODUCT OR SERVICE WHICH IS THE SAME AS (MATERIALLY SIMILIAR TO) A PRODUCT OR SERVICE PROVIDED BY MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES SAME GEOGRAPHIC AREA, OR TO PATIENTS IN THE SAME GEOGRAHPIC AREA. (6) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS HAD ANY EMPLOYMENT, APPOINTMENT OR OTHER RELATIONSHIP WITH A GOVERNMENT ENTITY HAVING REGULATORY AUTHORITY OVER A MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (7) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER TO THE BEST OF HIS/HER KNOWLEDGE, ANY MEMBER OF HIS/HER IMMEDIATE FAMILY HAVE PERSONALLY, OR COMPANY WITH WHICH THAT INDIVIDUAL HAD AN OWNERSHIP, EMPLOYMENT, CONSULTING OR BOARD RELATIONSHIP, PROVIDED GOODS OR SERVICES TO, OR OTHERWISE CONDUCTED A BUSINESS RELATIONSHIP WITH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES (8) DISCLOSE FOR IN THE PRIOR YEAR, WHETHER HE/SHE HAS HAD ANY MEMBER OF HIS/HER IMMEDIATE FAMILY EMPLOYED BY MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (IMMEDIATE FAMILY MEMBERS WOULD INCLUDE SPOUSE, ANCESTORS, CHILDREN, GRANDCHILDREN, GREAT-GRAND CHILDREN, SIBLINGS (WHETHERBY WHOLE OR HALF-BLOOD), AND THE SPOUSES OF CHILDREN, GRANDCHILDREN, GREAT-GRAND CHILDREN AND SIBLINGS). (9) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS BEEN AWARE OF ANY OTHER EVENTS, TRANSACTIONS, ARRANGEMENTS OR OTHER SITUATIONS THAT HAVE OCCURRED OR THAT MAY OCCUR IN THE FUTURE, INCLUDING PENDING OR CONTEMPLATED TRANSACTIONS OR ARRANGEMENTS, THAT COULD BE PERCEIVED AS A CONFLICT OR DUALITY OF INTEREST OR THAT BELIEVE SHOULD BE EXAMINED BY MORRIS HOPSITAL AND HEALTHCARE CENTER'S BOARD OF DIRECTORS IN ACCORDANCE WITH THE TERMS AND INTENT OF THE MORRIS HOSPITAL AND HEALTHCARE CENTER'S CONFLICTS AND DUALITIES OF INTEREST POLICY. PART VI, SECTION B, QUESTION #12C PERIODIC REVIEWS ARE MADE THAT AT A MINIMUM INCLUDE: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARM'S LENGTH BARGAINING (2) WHETHER ACQUISTIONS OF PHYSICIAN PRACTICES AND OTHER PROVIDER SERVICES RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT (3) WHETHER PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS AND ARRANGEMENTS WITH MANAGEMENT SERVICE ORGANIZATIONS AND PHYSICIAN HOSPITAL ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT (4) WHETHER AGREEMENTS TO PROVIDE HEALTHCARE AND AGREEMENTS WITH OTHER HEALTH CARE PROVIDERS, EMPLOYEES AND THIRD PARTY PAYORS FURTHER CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT PART VI, SECTION B, QUESTION #15A & B THE HOSPITAL HAS A COMPENSATION COMMITTEE WHICH MEETS SEVERAL TIMES PER YEAR THAT WITH THE ASSISTANCE OF INTERNAL SOURCES (HUMAN RESOURCES) AND EXTERNAL ADVISORS; ASSESSES AND EVALUATES THE APPROPRIATNESS OF THE COMPENSATION AND BENEFITS OF UPPER MANAGEMENT WHICH INCLUDES CEO, CFO AND OTHER TOP MANAGEMENT OFFICALS WHICH INCLUDES KEY EMPLOYEES. DISCLOSURE PART VI, SECTION C QUESTION 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. RECONCILIATION OF NET ASSETS PART XI, LINE 5 NET UNREALIZED GAINS ON INVESTMENTS (184,487) CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS (3,621,370) NET ASSET TRANSFERS 70,412 other changes in net assets 5,174 ----------- (3,730,271) =========== MORRIS HOSPITAL FOUNDATION 150 WEST HIGH STREET MORRIS IL 60450 363939156 SUPPORT HOSP IL 501(c)(3) 7 NA true MORRIS HOSPITAL AUXILIARY 150 WEST HIGH STREET MORRIS IL 60450 208026364 SUPPORT HOSP IL 501(c)(3) 7 NA true DEERPATH ORTHOPEDIC SURGICAL CENTER LLC 1051 WEST US RET 6 SUITE 100 MORRIS IL 60450 800033465 SURGERY IL NA N/A 646879 659978 false 0 false 0.45600 false false true false false false false false false false false false false true false false false true DEERPATH ORTHOPEDIC SURGICAL CENTER LLC R 648921 FMV