2012-11-06T09:13:37-06:00 2011-12-31 135565207 KPMG LLP 2 CENTRAL PARK PLAZA SUITE 1501 OMAHA NE 68102 990 2011-01-01 470595345 NEBRASKA METHODIST HOSPITAL FOUNDATION NEBR 4023544840 8511 W DODGE ROAD OMAHA NE 68114 LINDA BURT 4023544000 2012-11-06 1 P00223617 4023481450 2011 2016-02-24 21:20:13Z CYNTHIA PEACOCK 8511 W DODGE ROAD OMAHA NE 68114 19806011 0 X WWW.METHODISTHOSPITALFOUNDATION.ORG X 1977 NE RECEIVE CONTRIBUTIONS TO SUPPORT METHODIST HOSPITAL AND METHODIST HEALTH SYSTEM PROGRAMS 35 35 9 400 0 0 20412141 3508045 0 0 3098280 3475762 138768 230346 23649189 7214153 2821241 15984982 0 0 704785 695448 0 0 373366 1242798 1262816 4768824 17943246 18880365 -10729093 111878597 99490504 4551909 3574363 107326688 95916141 X TO IMPROVE THE QUALITY OF LIFE BY SUPPORTING EXCELLENCE IN HEALTH CARE AND HEALTH CARE EDUCATION PROVIDED BY METHODIST HEALTH SYSTEM. 0 0 12474853 11859528 0 NEBRASKA METHODIST HOSPITAL FOUNDATION RAISES, PROTECTS AND DISTRIBUTES FUNDS THAT IMPROVE HEALTH CARE FOR THE COMMUNITY. WORKS OF THE HEART ARE PROGRAMS SUPPORTED BY METHODIST HOSPITAL FOUNDATION THAT ARE DIVIDED INTO FOUR AREAS: CANCER CARE, CHARITABLE CARE, COMMUNITY SERVICE AND EDUCATION. MORE THAN 30,000 INDIVIDUALS EACH YEAR ARE TOUCHED BY THE DISTRIBUTIONS FROM WORKS OF THE HEART PROGRAMS. THOUSANDS MORE BENEFIT INDIRECTLY THROUGH RESEARCH, COMMUNITY HEALTH AWARENESS AND TRAINING FOR HEALTH CARE PROFESSIONALS.IN THE AREA OF CANCER CARE, THE FOUNDATION SUPPORTS NEBRASKA METHODIST HOSPITAL'S METHODIST ESTABROOK CANCER CENTER AS IT SEEKS TO PREVENT, DIAGNOSE AND TREAT CANCER IN OUR COMMUNITY. METHODIST ESTABROOK CANCER CENTER IS AT THE CENTER OF THE HOSPITAL'S COORDINATED EFFORT IN HELPING ITS PATIENTS THROUGH THE DELICATE BALANCING ACT OF DEALING WITH PHYSICAL SYMPTOMS AND EMOTIONAL STRESS AND UNCERTAINTY OF THE DISEASE.HARPER'S HOPE IS A COMPREHENSIVE CANCER SURVIVOR PROGRAM FUNDED BY THE METHODIST HOSPITAL FOUNDATION. THE PROGRAM OFFERS SERVICES TO HELP IMPROVE THE QUALITY OF LIFE FOR THOSE WHO HAVE SURVIVED CANCER. MAIN PROGRAM COMPONENTS INCLUDE SOCIAL WORK, BEHAVIORAL HEALTH/COUNSELING, NUTRITION SERVICES, PHYSICAL WELLNESS AND CANCER PREVENTION/HEREDITARY RISK ASSESSMENT. THESE RESOURCES HELP PATIENTS AND THEIR FAMILY MEMBERS LIVE WITH, THROUGH, AND BEYOND THE CANCER DIAGNOSIS. OTHER AREAS OF CANCER CARE SUPPORT INCLUDE THE ONCOLOGY RESEARCH, THE LUNG AND THORACIC ONCOLOGY CLINIC AND CANCER CENTER LIBRARY.COMMUNITY SERVICE PROGRAMS SUPPORTED INCLUDE THE METHODIST HEALTH MINISTRY, THE RENAISSANCE HEALTH CLINIC, THE HEIDI WILKE SANE/SART SURVIVOR PROGRAM, AND METHODIST CENTER FOR DIABETES AND NUTRITIONAL HEALTH.CHARITABLE CARE PROGRAMS PROVIDE FUNDING FOR PATIENTS UNABLE TO AFFORD CARE. THE FOUNDATION WORKS CLOSELY WITH MEDICAL SOCIAL WORKERS AND THE HOSPITAL BUSINESS OFFICE TO PROVIDE FINANCIAL ASSISTANCE TO PATIENTS GENUINELY UNABLE TO AFFORD HEALTH CARE SERVICES. THE FOUNDATION ALSO FUNDS A LIMITED SUPPLY OF PRESCRIPTION MEDICATION UNTIL A LONG-TERM SOLUTION IS DETERMINED.THE FOUNDATION PROVIDED CAPITAL FUNDING FOR THE NEBRASKA METHODIST HOSPITAL'S BUILDING PROGRAMS INCLUDING THE METHODIST WOMEN'S HOSPITAL, THE PATHOLOGY BUILDING, SURGERY SUITE REMODELING AND EMPLOYEE PARKING GARAGE. 2503412 2379931 0 THE FOUNDATION SUPPORTS NEBRASKA METHODIST COLLEGE - THE JOSIE HARPER CAMPUS AS IT SEEKS TO PROVIDE EXCELLENCE IN HEALTHCARE EDUCATION.MORE THAN 800 STUDENTS RECEIVED EDUCATIONAL TRAINING FOR NURSING AND ALLIED HEALTH CAREERS AND MORE THAN 9000 HEALTH CARE PROFESSIONALS RECEIVED THE REQUIRED CONTINUING EDUCATION. IN 2011 THE FOUNDATION PROVIDED FUNDING FOR THE NEW ONLINE LEARNING PROGRAM AT NEBRASKA METHODIST COLLEGE.BUILDING AND TECHNOLOGY CAPITAL PROJECTS FOR NEBRASKA METHODIST COLLEGE WERE FUNDED DURING THE YEAR. 1168311 1110684 0 THE FOUNDATION IS COMMITTED TO BEING A GOOD NEIGHBOR TO THE OMAHA COMMUNITY GOING BEYOND THE WALLS OF NEBRASKA METHODIST HOSPITAL.THE COMMUNITY COUNSELING PROGRAM WAS ESTABLISHED TO ADDRESS THE NEED FOR AN EFFECTIVE INTERVENTION TO YOUTH. METHODIST HOSPITAL AND METHODIST FOUNDATION HAVE ESTABLISHED A UNIQUE COLLABORATION WITH THE OMAHA PUBLIC SCHOOLS AND SEVERAL AREA CHURCHES WHERE FREE, CONFIDENTIAL COUNSELING. METHODIST HOSPITAL FOUNDATION PROVIDES THE FUNDING FOR THE TEAM OF EXPERIENCED, LICENSED, MASTERS-LEVEL COUNSELORS. SCHOOLS PROVIDE THE SPACE FOR COUNSELORS TO MEET WITH STUDENTS. CHURCHES PROVIDE SPACE FOR COUNSELORS TO MEET WITH STUDENTS' FAMILIES OR OTHER MEMBERS OF THE COMMUNITY IN A COMFORTABLE, NEIGHBORHOOD SETTING. WHILE THE FULL BENEFIT TO INDIVIDUALS, FAMILIES AND SCHOOLS SERVED MAY BE IMPOSSIBLE TO MEASURE, THE COST OF SIMILAR SERVICES IN THE OMAHA METROPOLITAN AREA AVERAGES OVER $100 PER HOUR. AN ESTIMATED 15,200 INDIVIDUALS WERE SERVED THROUGH THIS PROGRAM IS 2011. 667779 634839 0 METHODIST HOSPITAL FOUNDATION PROVIDES FUNDING FOR EDUCATION OPPORTUNITIES FOR EMPLOYEES OF THE METHODIST HEALTH SYSTEM THROUGH SCHOLARSHIP PROGRAMS AND ASSISTANCE TO EMPLOYEES THROUGH FAMILY CRISIS CONNECTION. THE FOUNDATION ALSO PROVIDES CHARITABLE CARE FOR PATIENTS AND SUPPORT FOR COMMUNITY PROGRAMS. 667779 634839 16814355 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 X 7 0 9 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X LINDA BURT 4023544840 8511 W DODGE ROAD OMAHA NE 68114 X SID DINSDALE 1.00 X X 0 0 0 TODD ENGLE 1.00 X X 0 0 0 LAWRENCE F UEBNER 15.00 X X 0 0 0 ELIZABETH MURPHY 1.00 X X 0 0 0 J TIM DAUGHERTY 1.00 X 0 0 0 DAVID E ABBOUD 1.00 X 0 0 0 ANGIE ALBERTS 1.00 X 0 0 0 RICHARD R BELL 1.00 X 0 0 0 DENNIS BLACKMAN 1.00 X 0 0 0 EDSON L BRIDGES II 1.00 X 0 0 0 NANCY GRAHAM CAGLE 1.00 X 0 0 0 JOHN CONLEY 1.00 X 0 0 0 KATHLEEN C DODGE 1.00 X 0 0 0 JAMES EGGERS 1.00 X 0 0 0 MICHAEL SIMMONDS 1.00 X 0 0 0 JOHN W ESTABROOK 1.00 X 0 0 0 MICHELE GREWCOCK 1.00 X 0 0 0 TED HAZER 1.00 X 0 0 0 NICK HENDERSON 1.00 X 0 0 0 PAM HOESING 1.00 X 0 0 0 ANNE WEAVER 1.00 X 0 0 0 JOSEPH KIRSHENBAUM 1.00 X 0 0 0 EDWARD A KOHOUT 1.00 X 0 0 0 ADAM M KOSLOSKY 1.00 X 0 0 0 STEPHEN LONG 1.00 X 0 0 0 MICHAEL NEWCOMB 1.00 X 0 0 0 JEANIE OWEN 1.00 X 0 0 0 RALPH PALMER 1.00 X 0 0 0 SANDY PARKER 1.00 X 0 0 0 LARRY PEARSON 1.00 X 0 0 0 IONE PERRY 1.00 X 0 0 0 LOUIS ROTELLA JR 1.00 X 0 0 0 NICK TAYLOR 1.00 X 0 0 0 MARY JO THIELEN 1.00 X 0 0 0 MILO VACANTI 1.00 X 0 0 0 CYNTHIA PEACOCK 40.00 X 0 341925 72376 LINDA BURT 1.00 X 0 471507 95632 0 813432 168008 0 0 1 0 0 3508045 326173 3508045 2387679 2387679 13596863 12508780 1088083 1088083 1088083 313424 83078 230346 230346 7214153 0 0 3706108 15604726 15604726 380256 380256 571425 371426 199999 32996 21447 11549 48002 31201 16801 43025 27966 15059 16000 16000 195637 195637 432 432 2554 2554 85261 85261 29582 29582 48741 48741 9819 9819 17144 17144 763 763 ALLOCATIONS 543456 543456 MISCELLANEOUS 126457 126457 FUND RAISING CAMPAIGNS 117585 117585 PRINTING 69385 69385 17943246 16814355 755525 373366 293928 553806 3007410 2678096 8610080 7676708 7252 8985 324649 279182 62611 45467 98052163 87663367 1845153 864075 111878597 99490504 163658 125503 4388251 3448860 4551909 3574363 X 69262253 68023296 36505967 26034377 1558468 1858468 107326688 95916141 111878597 99490504 X -10729093 -681454 X 0 1 1 X 0 X 9566586 5355658 16520041 6485047 3508045 41435377 9566586 5355658 16520041 6485047 3508045 41435377 8040328 33395049 4782162 3110802 2480512 2411576 2387679 15172731 56608108 693623 0.58990 0.56950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38064435 300000 -48310 35356953 2959172 31141240 18605087 58429 12058078 -317757 38064435 19462759 15547578 78363 -4658763 711303 31141240 16190950 7913268 123398 -3484779 -1280078 19462759 0.00000 0.62800 0.37200 0 0 235894 195861 40033 88755 83321 5434 45467 LIABILITIES & ANNUITIES PAYABLE UNDER CH REM UNITRUSTS 2637660 COLLATERAL ON SECURITIES LOANED 811200 3448860 7214153 17943246 -10729093 -2411787 1730333 -681454 -11410547 6615777 -2411787 1730333 -681454 7297231 -83078 -83078 7214153 18026324 83078 83078 17943246 0 17943246 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS INCLUDE ENDOWMENT FUNDS WHICH ARE INTENDED TO BE HELD IN PERPETUITY. THE INCOME ON SUCH FUNDS IS EXPENDABLE FOR SCHOLARSHIPS, RESEARCH, EDUCATION AND COMMUNITY HEALTH CARE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE NEBRASKA METHODIST HOSPITAL FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THERE WERE NO CHANGES MADE TO THE FINANCIAL STATEMENTS DUE TO FIN48. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFERS TO/FROM AFFILIATES 1,941,954. CHANGE IN VALUE OF CRUTS -211,621. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,730,333. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CRUTS -211,621. TRANSFERS TO AFFILIATE 1,941,954. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FUND RAISING EXPENSES -83,078. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RECLASS FUND RAISING EXPENSES 83,078. MASQUERADE DINNER 87068 87068 0 0 3446 16861 3099 4926 GOLF CLASSIC 73639 73639 0 0 14391 0 0 5170 6 152717 152717 0 0 6747 15775 0 12663 313424 313424 24584 32636 3099 22759 83078 230346 1 UNITED WAY OF THE MIDLANDS 1700 HARNEY STREET OMAHA NE 68102 470376605 501(C)(3) 75000 COMMUNITY NEEDS NEBRASKA METHODIST HOSPITAL 8303 DODGE STREET OMAHA NE 68114 470376604 501(C)(3) 12970212 CHARITY CARE, COMMUNITY SERVICE PROGRAMS, CAPITAL PROJECTS NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH 8511 W DODGE ROAD OMAHA NE 68114 470724387 501(C)(3) 2379931 EDUCATION, CAPITAL PROJECTS AMERICAN CANCER SOCIETY 9850 NICHOLAS STREET OMAHA NE 68114 741185665 501(C)(3) 10000 CANCER RESEARCH 4 0 PRESCRIPTION MEDICATIONS 167 20501 CHARITY PATIENT CARE 1369 327279 SCHOLARSHIPS & EDUCATION ASSISTANCE 12 32476 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION NORMALLY PROVIDES GRANTS TO NEBRASKA METHODIST HEALTH SYSTEM AFFILIATES, PRIMARILY THE NEBRASKA METHODIST HOSPITAL AND NEBRASKA METHODIST COLLEGE OF NURSING. ANY DONATIONS TO OUTSIDE ORGANIZATIONS ARE REVIEWED ON AN ANNUAL BASIS TO ENSURE FUNDING SUPPORTS THE MISSION OF THE NEBRASKA METHODIST HOSPITAL FOUNDATION. 0 1 0 0 0 0 0 0 0 CYNTHIA PEACOCK 0 248980 0 40000 0 52945 0 58620 0 17016 0 417561 0 27068 LINDA BURT 0 345340 0 0 0 126167 0 82134 0 14751 0 568392 0 105240 PART I, LINE 3 METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM INC., A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NEBRASKA METHODIST HEALTH SYSTEM NONQUALIFIED PLAN DURING 2011 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: CYNTHIA PEACOCK - $28,090 ACCRUAL; $27,068 PLAN DISTRIBUTION LINDA BURT - $65,226 ACCRUAL; $105,240 PLAN DISTRIBUTION X 7 326173 FMV 0 0 0 0 FORM 990, PART V, LINE 2B THE PAYROLL SYSTEM FOR NEBRASKA METHODIST HOSPITAL FOUNDATION IS HANDLED BY A COMMON AGENT, NEBRASKA METHODIST HEALTH SYSTEM INC. ALL W-2 FORMS ARE ISSUED UNDER THE TAX IDENTIFICATION OF NEBRASKA METHODIST HEALTH SYSTEM. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED BY NEBRASKA METHODIST HEALTH SYSTEM. WAGES AND BENEFITS SHOWN IN THE FORM 990 ARE ACTUAL WAGES ASSOCIATED WITH NEBRASKA METHODIST HOSPITAL FOUNDATION PERSONNEL. FORM 990, PART VI, SECTION A, LINE 6 NEBRASKA METHODIST HEALTH SYSTEM INC., A NEBRASKA NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER OF THE NEBRASKA METHODIST HOSPITAL FOUNDATION. THE MEMBER HAS THE RIGHT TO APPROVE ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION, TO APPROVE ANY DISSOLUTION, CONSOLIDATION OR MERGER OF THE CORPORATION AND OTHER RIGHTS AND POWERS SPECIFIED IN THE ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE NEBRASKA METHODIST HEALTH SYSTEM, INC. HAS THE RIGHT TO CONFIRM THE ELECTION OF DIRECTORS OF THE NEBRASKA METHODIST HOSPITAL FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B NEBRASKA METHODIST HEALTH SYSTEM, INC., A NEBRASKA NOT-FOR-PROFIT CORPORATION, HAS THE RIGHT TO APPROVE ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE NEBRASKA METHODIST HOSPITAL FOUNDATION AND TO APPROVE ANY DISSOLUTION, CONSOLIDATION OR MERGER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PROVIDED TO MEMBERS OF THE NEBRASKA METHODIST HOSPITAL FOUNDATION'S AUDIT COMMITTEE WHO REVIEWED IT IN DETAIL. THE AUDIT COMMITTEE REPORTED TO THE BOARD OF DIRECTORS ON THEIR REVIEW OF THE FORM 990 AT A REGULARLY SCHEDULED MEETING AND PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. DURING THE BOARD MEETING, THE CFO ANNOUNCED A COPY OF THE FORM 990 WOULD BE AVAILABLE AT HER OFFICE OR IN THE TAX DEPARTMENT OF NEBRASKA METHODIST HEALTH SYSTEM ON REQUEST BY ANY MEMBER OF THE BOARD OF DIRECTORS DESIRING TO REVIEW. THE NEBRASKA METHODIST HOSPITAL FOUNDATION IS AN AFFILIATE OF THE NEBRASKA METHODIST HEALTH SYSTEM. ITS SOLE MEMBER IS NEBRASKA METHODIST HEALTH SYSTEM, INC., A NEBRASKA NONPROFIT CORPORATION. THE POLICIES AND PRACTICES OF NEBRASKA METHODIST HEALTH SYSTEM APPLY TO ALL ITS AFFILIATES. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE, RESPONSIBLE PARTIES THROUGHOUT THE NEBRASKA METHODIST HEALTH SYSTEM ORGANIZATION INCLUDING THE FINANCE, HUMAN RESOURCE AND COMPLIANCE DEPARTMENTS; IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES PURSUANT TO THE METHODIST HEALTH SYSTEM CONFLICTS OF INTEREST POLICY WHICH REQUIRES THE DISCLOSURE OF FINANCIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. SHOULD A CONFLICT BE IDENTIFIED, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS NOT PERMITTED TO VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND IS NOT COUNTED IN DETERMINING QUORUM FOR A MEETING AT WHICH THE MATTER IS DISCUSSED. A POTENTIAL CONFLICT OF INTEREST, ONCE IDENTIFIED, MUST BE EVALUATED ON A CASE BY CASE BASIS. IN ORDER TO APPROVE THE TRANSACTION WHICH INVOLVES A DIRECT CONFLICT OF INTEREST, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DIRECTORS NOT INVOLVED IN THE CONFLICT, AT A MEETING AT WHICH A QUORUM IS PRESENT, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE BEST INTERESTS OF NEBRASKA METHODIST HOSPITAL FOUNDATION AND/OR ITS OTHER NEBRASKA METHODIST HEALTH SYSTEM AFFILIATES, IS FAIR AND REASONABLE, AND AFTER INVESTIGATION, THE DIRECTORS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15A METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM INC., A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 WAS FILED PRIOR TO 7/15/87 AND NEED NOT BE MADE PUBLICLY AVAILABLE. A COPY OF THE IRS DETERMINATION LETTER WILL BE PROVIDED ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. HOWEVER, THE AMENDED ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE NEBRASKA SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE IRS FORM 990. THE ORGANIZATION ALSO CONTRIBUTES INFORMATION REGARDING COMMUNITY BENEFITS IT PROVIDES AS PART OF THE METHODIST HEALTH SYSTEM ANNUAL COMMUNITY BENEFIT REPORT. THE REPORT IS AVAILABLE TO THE PUBLIC ON THE WEBSITE, WWW.METHODISTCHART.ORG. IN ADDITION, THE FOUNDATION PROVIDES REPORTS OF ONGOING SUPPORTED PROGRAMS ON THEIR WEBSITE WWW.METHODISTFOUNDATION.ORG. HOURS FOR RELATED ORGANIZATION FORM 990, PART VII, COLUMN B LINDA BURT, VICE PRESIDENT OF FINANCE AND CFO OF NEBRASKA METHODIST HEALTH SYSTEM, IS A FULLTIME EMPLOYEE OF NEBRASKA METHODIST HEALTH SYSTEM INC. HER AVERAGE HOURS PER WEEK HAVE BEEN ALLOCATED AMONG THE ENTITIES THAT COMPRISE THE NEBRASKA METHODIST HEALTH SYSTEM. HOURS FOR RELATED ORGANIZATION FORM 990, PART VII, COLUMN B CYNTHIA PEACOCK IS A KEY EMPLOYEE OF NEBRASKA METHODIST HEALTH SYSTEM AND IS ASSIGNED FULLTIME DUTIES AS PRESIDENT OF NEBRASKA METHODIST HOSPITAL FOUNDATION. SALARY AND BENEFITS ARE INCLUDED IN ALLOCATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,411,787. TRANSFERS TO/FROM AFFILIATES 1,941,954. CHANGE IN VALUE OF CRUTS -211,621. TOTAL TO FORM 990, PART XI, LINE 5: -681,454. ENDOWMENT FUNDS SCHEDULE D, PART V AMOUNTS REPORTED IN PRIOR YEARS CALCULATIONS INCLUDED PERMANENT AND TEMPORARY RESTRICTED FUNDS. CURRENT YEAR REPORTING INCLUDES ONLY ENDOWMENT FUNDS AND EARNINGS ON THE FUNDS. NEBRASKA METHODIST HEALTH SYSTEM INC 8511 W DODGE ROAD OMAHA NE 68114 470639839 ADMINISTRATIVE SUPPORT NE 501(C)(3) L11 III-FI N/A 0 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND 8511 W DODGE ROAD OMAHA NE 68114 363699672 INSURANCE NE 501(C)(3) L11: III-FI NEBRASKA METHODIST HEALTH SYSTEM 0 NEBRASKA METHODIST HOSPITAL 8511 W DODGE ROAD OMAHA NE 68114 470376604 LICENSED HOSPITAL NE 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 0 NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH 8511 W DODGE ROAD OMAHA NE 68114 470724387 NURSING & HEALTH EDUCATION FACILITY NE 501(C)(3) L2 NEBRASKA METHODIST HOSPITAL 0 JENNIE EDMUNDSON MEMORIAL HOSPITAL 933 E PIERCE STREET COUNCIL BLUFFS NE 51503 420680355 LICENSED HOSPITAL IA 501(C)(3) L3 NEBRASKA METHODIST HEALTH SYSTEM 0 JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION 933 E PIERCE STREET COUNCIL BLUFFS IA 51503 421439454 SUPPORT OF JENNIE EDMUNDSON MEM. HOSPITAL IA 501(C)(3) L11, I JENNIE EDMUNDSON MEMORIAL HOSPITAL 0 REAL ESTATE HOLDINGS INC 8511 W DODGE ROAD OMAHA NE 68114 470649790 PROPERTY MANAGEMENT NE 501(C)(2) NEBRASKA METHODIST HEALTH SYSTEM 0 PHYSICIANS CLINIC INC 8511 W DODGE ROAD OMAHA NE 68114 470687317 CLINICAL HEALTH CARE NE 501(C)(3) L9 NEBRASKA METHODIST HEALTH SYSTEM 0 HEALTHCARE PARTNERS OF WESTERN IOWA 933 EAST PIERCE STREET COUNCIL BLUFFS IA 51503 421411452 MANAGED CARE CONTRACTING IA JENNIE EDMUNDSON MEMORIAL HOSPITAL C SHARED SERVICE SYSTEMS INC 8511 W DODGE ROAD OMAHA NE 68114 470649534 MEDICAL SUPPLY DISTRIBUTION & LAUNDRY NE NEBRASKA METHODIST HEALTH SYSTEM INC C METHODIST HEALTH PARTNERS 8511 W DODGE ROAD OMAHA NE 68114 470797563 MANAGED CARE CONTRACTING NE NEBRASKA METHODIST HEALTH SYSTEM INC C 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0