2012-08-10T14:19:37-05:00 2011-09-30 GRANT THORNTON LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2010-10-01 481172107 VIA CHRISTI HEALTH INC VIAC 3168584900 8200 E THORN DRIVE SUITE 300 WICHITA KS 672262708 DAVID HADLEY 3168584900 2012-08-01 true Kimberly Temple 3162653231 2010 2016-02-24 21:20:13Z JEFF KORSMO 8200 THORN DRIVE WICHITA KS 672262708 120460009 false 0928 X www.via-christi.org X 1995 KS AS PART OF A CATHOLIC HEALTH SYSTEM, WE SERVE AS A HEALING PRESENCE WITH SPECIAL CONCERN FOR OUR NEIGHBORS WHO ARE VULNERABLE. 17 10 468 0 390310 0 0 66349381 86429044 94684639 29012915 799141 4593554 161833161 120035513 0 0 0 0 32442975 45470952 0 0 0 53958048 60354576 86401023 105825528 75432138 14209985 656614959 612934620 470773282 431307858 185841677 181626762 X AS A PART OF A CATHOLIC HEALTH SYSTEM, WE SHARE THIS MISSION: "INSPIRED BY THE GOSPEL AND OUR CATHOLIC TRADITION, WE SERVE AS A HEALING PRESENCE WITH SPECIAL CONCERN FOR OUR NEIGHBORS WHO ARE VULNERABLE." VIA CHRISTI HEALTH, INC.'S HISTORY EXTENDS BACK OVER 100 YEARS AND TODAY, ALONG WITH OUR SPONSORING CONGREGATIONS - THE SISTERS OF THE SORROWFUL MOTHER, CONGREGATION OF ST. JOSEPH, SISTERS OF ST. JOSEPH OF CARONDOLET AND THE DAUGHTERS OF CHARITY WE CONTINUE TO RESPOND TO COMMUNITY NEEDS IN KANSAS AND NORTHEASTERN OKLAHOMA. false false 75863626 90632288 VIA CHRISTI HEALTH, INC., AS A CATHOLIC HEALTH CARE SYSTEM, HAS ITS ORIGINS IN FAITH-BASED RESPONSES TO HEALTH NEEDS OF OUR COMMUNITIES, WITH A PARTICULAR CONCERN FOR THOSE LIVING IN POVERTY AND WHO ARE VULNERABLE. IN ADDITION TO TYPICAL INPATIENT AND OUTPATIENT SERVICES, VIA CHRISTI HEALTH, INC. OPERATES PRIMARY CARE CLINICS, A LOW INCOME NEIGHBORHOOD OUTREACH CLINIC, SPECIALTY HOSPITALS AND CENTERS, HOME MEDICAL SERVICES, THERAPY CENTERS AND LONG-TERM CARE VILLAGES. SPECIFIC EXEMPT PURPOSE ACHIEVEMENTS INCLUDE: *MANAGEMENT OF ACUTE CARE FACILITIES THROUGHOUT KANSAS THAT INCLUDE HOSPITAL FACILITIES HOUSING OVER 1,300 BEDS; A REHABILITATION CENTER THAT IS THE HUB FOR 12 OUTPATIENT REHABILITATION CLINICS, AN OCCUPATIONAL AND ENVIRONMENTAL MEDICINE PROGRAM, AND A SPORTS MEDICINE PROGRAM; A RESEARCH PROGRAM; A HOME HEALTH PROGRAM; AND 17 FAMILY MEDICINE CLINICS. *MANAGEMENT OF SENIOR CARE FACILITIES THAT SERVE MORE THAN 1,300 RESIDENTS IN ITS 12 SENIOR COMMUNITIES AND PROGRAMS IN KANSAS AND OKLAHOMA. *MANAGEMENT OF AN OUTPATIENT AND RETAIL DIVISION THAT INCLUDES A PORTFOLIO OF COMPANIES PROVIDING AMBULATORY SURGERY, DIAGNOSTIC IMAGING, DURABLE MEDICAL EQUIPMENT AND REAL ESTATE HOLDINGS. THIS DIVISION ALSO INCLUDES OUTPATIENT CARE SERVICES THAT ARE DELIVERED THROUGH JOINT VENTURES WITH LOCAL PHYSICIANS. 75863626 true false false true false false false false false true false false true true true false true false false false false false false false false false false false true true false false false false false false false false false true false false false false true true true true false false true 75 0 true 468 true true true true CJ VQ false false false false false false false false X 17 10 false false false false true true true true true false true true true true true true true true true true true false KS X JEFF SEIRER 3168584900 8200 E THORN DRIVE SUITE 300 WICHITA KS 672262708 X KEVIN CONLIN 50.0 X X 1194489 0 187001 DAVID L STROHM 1.0 X 0 0 0 SISTER M THERESE GOTTSCHALK SSM 1.0 X 0 0 0 REV MONSIGNOR ROBERT E HEMBERGER 1.0 X 0 0 0 SISTER LOIS ANN O'MALLEY CSJ 1.0 X 0 0 0 JAMES C PATTON 1.0 X 24500 0 0 SISTER M JEANINE RETZER SSM 1.0 X 0 0 0 GERALD AARON 1.0 X 0 0 0 JON D RAHMAN MD 1.0 X 0 0 0 DONALD WILSON 1.0 X 0 0 0 SISTER SHERRI MARIE KUHN SSM 1.0 X 0 223457 28043 ANTHONY ISAAC 1.0 X 0 0 0 BOB HENKEL 1.0 X 0 0 0 JEFF KORSMO 50.0 X X 0 0 0 LYNNETTE RAUVOLABOUTA 50.0 X 289884 0 45513 JEFF SEIRER 50.0 X 236191 0 45992 GARY KNIGHT 50.0 X 364580 0 49778 DAVID R HADLEY 50.0 X 552725 0 98018 RANDALL PETERSON 50.0 X 537324 0 159950 DAVID GAMBINO 50.0 X 484255 0 79787 JERRY CARLEY 50.0 X 286403 0 45291 MARTIN EKREM 50.0 X 406568 0 50196 DIANA HILBURN 50.0 X 375656 0 43018 JANELL MOERER 50.0 X 353942 0 53917 SHERRIE STRING 50.0 X 365320 0 46627 JOHN BROBERG 50.0 X 310763 0 47614 ROBERT HEATH 0.0 X 428082 0 6724 SCOTT NYGAARD MD 0.0 X 553624 0 22088 ARLAN YODER 0.0 X 373636 0 0 RICHARD ALLEN 0.0 X 175331 0 0 MICHALENE MARINGER 0.0 X 643733 0 2031 7957006 223457 1011588 18 true true false CATHOLIC HEALTHCARE AUDIT NETWORK 231 SOUTH BEMISTON AVE SUITE 300 CLAYTON MO 63105 INTERNAL AUDIT 1376641 PRICEWATERHOUSECOOPERS LLP ONE NORTH WACKER CHICAGO IL 60606 INDEPENDENT AUDIT 670900 MCDERMOTT WILL EMERY 227 WEST MONROE STREET CHICAGO IL 606065096 LEGAL SERVICES 513483 MEDASSETS 100 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 CONSULTING 551623 TOWERS WATSON 1079 SOULTIONS CENTER CHICAGO IL 60677 CONSULTING 539190 52 0 MGMT FEES 561000 25797610 25509190 288420 SERVICE CENTER 561000 5933708 5933708 REIMBURSEMENTS 561000 50933078 50933078 HR SERVICE REVENUE 561000 1791804 1791804 IT SERVICE REVENUE 561000 1972844 1972844 86429044 19316948 19316948 0 0 146292 44402 101890 101890 101890 8769445 1306616 0 380094 8769445 926522 9695967 9695967 0 0 0 OVERFUNDING GROUP HEALTH TRUST 900099 1825614 1825614 GROUP PURCHASE REBATES 900099 1060439 1060439 POOLED INVESTMENT MGMT FEES 900099 398388 398388 1207223 1207223 4491664 120035513 90632288 390310 29012915 0 0 0 0 5822692 0 5822692 0 32388530 21937503 10451027 599657 409926 189731 4057218 2435542 1621676 2602855 1559488 1043367 0 0 954054 954054 0 0 0 10268996 6015128 4253868 605907 43547 562360 1450308 1177299 273009 0 0 3126437 1528937 1597500 413264 213374 199890 0 244547 37429 207118 16389469 16380857 8612 0 10218299 9580056 638243 350130 16806 333324 MAINTENANCE CONTRACTS 12355028 12208633 146395 RECRUITMENT AND RELOCATION 677237 171184 506053 MEMBERSHIP DUES 174516 28569 145947 BOOKS & SUBSCRIPTIONS 477883 287830 190053 POSTAGE & FREIGHT 348141 147417 200724 2300360 1684101 616259 105825528 75863626 29961902 0 1823212 11445056 214833327 172831965 267763890 237052623 10929 0 2652329 7572658 21066186 7638100 5105623 13428086 11000000 0 0 15627262 153425649 154976970 656614959 612934620 19138988 13603301 30597 0 406733551 404724952 44870146 12979605 470773282 431307858 X 185841677 181626762 185841677 181626762 656614959 612934620 X 14209985 -18424900 X false true true X true true X X X X false false false SISTERS OF THE SORROWFUL MOTHER 731215174 01 true true true 0 DAUGHTERS OF CHARITY 430887104 01 true true true 0 CONGREGATION OF THE SISTERS OF ST JOSEPH 830481134 01 true true 0 SISTERS OF ST JOSEPH OF CARONDELET 431227406 01 true true 0 4 0 false true false false false false true 312834 false false 312834 false LOBBYING SCHEDULE C, PART II-B THE DIRECTOR OF PUBLIC POLICY/ADVOCACY AND THE DIRECTOR OF GOVERNMENT RELATIONS SET UP MEETINGS WITH GOVERNMENT OFFICIALS OR LEGISLATORS TO DISCUSS VIA CHRISTI HEALTH, INC.'S POSITIONS ON ISSUES. LOBBYING ISSUES RELATE TO CARRYING OUT HEALTHCARE PROGRAMS. VIA CHRISTI HEALTH, INC. DOES NOT PARTICIPATE IN ACTIVITIES SUPPORTING A POLITICAL CANDIDATE. 2401200 913147 1488053 448725 319025 129700 16404735 6405928 9998807 1811526 1811526 13428086 MISC ACCOUNTS RECEIVABLE -80007 INTEREST RECEIVABLE 221014 ASSETS LIMITED AS TO USE 55945761 INVESTMENTS IN AFFILIATES 76808034 CAPITAL ISSUANCE COSTS 3512297 OTHER NON-CURRENT ASSETS 18172891 DEFERRED COMP INVEST 396980 154976970 0 PENSION DEPOSITS PAYABLE 4911639 WORKERS COMP RESERVE 7670986 DEFERRED COMP FOR KEYSOP 396980 DUE/TO FROM VCHS CAPITAL FUND 0 12979605 FIN 48 SCHEDULE D, PART X WITH THE EXCEPTION OF CERTAIN ENTITIES, ALL OF THE ENTITIES IN THE HEALTH SYSTEM ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM PAYMENT OF INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. SUBSIDIARIES, WHICH ARE FOR-PROFIT ORGANIZATIONS, ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARD. INCOME TAX EXPENSE OR BENEFIT IS INCLUDED IN OTHER NON-OPERATING GAINS AND LOSSES IN THE CONSOLIDATED STATEMENTS OF OPERATION AND CHANGES IN NET ASSETS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. X X X X true true false false false false false false false KEVIN CONLIN 801193 0 381945 0 11351 0 176548 0 10453 0 1381490 0 0 0 ROBERT HEATH 208134 0 107263 0 112685 0 1733 0 4991 0 434806 0 0 0 LYNNETTE RAUVOLABOUTA 221838 0 63548 0 4498 0 37405 0 8108 0 335397 0 0 0 RANDALL PETERSON 443357 0 81238 0 12729 0 151362 0 8588 0 697274 0 0 0 SCOTT NYGAARD MD 237639 0 130121 0 185864 0 15740 0 6348 0 575712 0 0 0 DAVID GAMBINO 364894 0 110392 0 8969 0 71417 0 8370 0 564042 0 0 0 JEFF SEIRER 222324 0 0 0 13867 0 35283 0 10709 0 282183 0 0 0 ARLAN YODER 0 0 0 0 373636 0 0 0 0 0 373636 0 0 0 SISTER SHERRI MARIE KUHN SSM 0 188143 0 32941 0 2373 0 19399 0 8644 0 251500 0 0 GARY KNIGHT 287293 0 71301 0 5986 0 39221 0 10557 0 414358 0 0 0 DAVID R HADLEY 419685 0 123438 0 9602 0 87169 0 10849 0 650743 0 0 0 RICHARD ALLEN 0 0 0 0 175331 0 0 0 0 0 175331 0 0 0 MARTIN EKREM 315907 0 79259 0 11402 0 41719 0 8477 0 456764 0 0 0 DIANA HILBURN 296042 0 72417 0 7197 0 42058 0 960 0 418674 0 0 0 JANELL MOERER 277013 0 69129 0 7800 0 43389 0 10528 0 407859 0 0 0 SHERRIE STRING 288332 0 71859 0 5129 0 38325 0 8302 0 411947 0 0 0 MICHALENE MARINGER 164339 0 148675 0 330719 0 1513 0 518 0 645764 0 0 0 JERRY CARLEY 218890 0 61614 0 5899 0 35018 0 10273 0 331694 0 0 0 JOHN BROBERG 260198 0 43850 0 6715 0 37141 0 10473 0 358377 0 0 0 SEVERANCE PAYMENTS PART I, QUESTION 4A ROBERT HEATH $88,001.36 MICHALENE MARINGER 327,119.82 ARLAN YODER 42,941.94 SCOTT NYGAARD 179,542.83 RICHARD ALLEN 168,807.74 SUPPLEMENTAL NON-QUALIFED RETIREMENT PLAN PART I, QUESTION 4B Kevin Conlin $158,172.85 Martin Ekrem 25,793.85 David Gambino 55,492.01 David Hadley 71,243.56 Diana Hilburn 23,683.35 Gary Knight 23,295.58 Janell Moerer 22,563.64 Randy Peterson 132,987.12 Lynnette Rauvolabouta 21,399.71 Jeff Seirer 15,000.00 Sherrie String 23,523.87 John Broberg 21,216.00 Jerry Carley 20,471.70 CITY OF WICHITA 486000653 967250TP6 2009-09-24 158093162 See Schedule O false false false CITY OF WICHITA 486000653 967250TP6 2009-12-16 90670941 See Schedule O false false false CITY OF WICHITA 486000653 967250UZ2 2011-09-27 192391340 See Schedule O false false false 26685000 158168124 1615345 81026 106875884 49595869 2011 true false true true 90670970 812150 89864746 2001 true false true true 192391340 1424609 163156419 27810312 true false false true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false true false false false true false false false false false true false true false false false true SEE SCHEDULE O FOR SUPPLEMENTAL INFORMATION DAVID STROHM TRUSTEE 169413 INSURANCE POLICY COMMISSIONS false FORM 990 REVIEW FORM 990, PART VI, QUESTION 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990, MAKING A RECOMMENDATION TO THE BOARD OF TRUSTEES TO ACCEPT THE FORM 990. A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE EMAIL PRIOR TO FILING WITH THE IRS. CONFLICT OF INTEREST POLICY PART VI, SECTION B, QUESTION 12C THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY AS FOLLOWS: 1) AT TIME OF APPOINTMENT AND ANNUALLY THEREAFTER, ALL INTERESTED PERSONS, INCLUDING BOARD AND COMMITTEE MEMBERS COMPLETE A DISCLOSURE STATEMENT WHICH ADDRESSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. 2) THE DISCLOSURE STATEMENT IS DONE ELECTRONICALLY AND THE RETURN OF THE COMPLETED STATEMENT IS A CONDITION OF CONTINUED APPOINTMENT, EMPLOYMENT OR PARTICIPATION WITH THE ORGANIZATION. 3) ALL ACTUAL OR POTENTIAL CONFLICTS ARE REVIEWED, INVESTIGATED AND RESOLVED BY THE CHIEF GOVERNANCE OFFICER AND THE CORPORATE RESPONSIBILITY OFFICER, WITH THE RESULTS SHARED WITH THE CHIEF EXECUTIVE OF THE ORGANIZATION. 4) PERIODIC REVIEWS ARE CONDUCTED BY GOVERNANCE, COMPLIANCE AND INTERNAL AUDIT TO ENSURE THE ORGANZIATION IS OPERATING CONSISTENT WITH THE POLICY AND ENFORCING THE POLICY'S TERMS. COMPENSATION REVIEW PART VI, SECTION B, QUESTION 15 Via Christi Health, Inc. (VCH) has established a common philosophy, strategy, and processes for executive compensation to be used throughout the Via Christi Health System. VCH's philosophy, strategy and process for executive compensation are described next. Through the oversight of the VCH Executive Compensation Committee, executive compensation is competitively positioned at its stated market position when compared to the compensation paid by relevant organizations (comparably-sized health systems, hospitals, and long-term care providers). VCH recognizes its responsibility to ensure that its executive compensation program is appropriate in view of its mission and tax-exempt status and that its compensation levels and expenditures are reasonable and not excessive. To ensure these ends, the VCH Executive Compensation Committee has established and approved the executive compensation philosophy for VCH and all related entities. It will also approve all changes in the compensation package for VCH executives in advance. On an annual basis, the Committee conducts a comprehensive review of total compensation for all executives. It also reviews and approves "off-cycle" compensation transactions as needed. In their review, the Committee considers the following factors: * Market data from independent compensation surveys and sources that reflect comparable positions in organizations of similar size and scope * Difficulties in recruiting and retaining executives * Skills, experience and performance history of individual executives * Critical business or strategic issues that the organization may face * Market position for total compensation The adequacy, competitiveness, and cost of the VCH total executive compensation program are reviewed on an ongoing basis and changes are made as the Committee determines appropriate. The executive compensation program will be maintained such that it will fall within the safe harbor guidelines established by the Intermediate Sanctions regulations. The Committee also employs the services of an independent compensation consultant to prepare market analysis to aid and support the Committee's actions, provide documentation of market trends for budget setting purposes, review annual compensation changes to ensure "reasonableness" and provide attestation, and provide consultation on all executive compensation issues. The Committee also relies on third-party validation of performance measures used in the determination of compensation. GOVERNING DOCUMENTS PART VI, SECTION C, QUESTION 19 VIA CHRISTI HEALTH, INC.'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITY BENEFIT REPORT The community benefit contribution of Via Christi Health, Inc. includes programs and activities that improve access to health care and improve health in the communities we serve. In order to portray the full breadth of our contribution, our community benefit information is described below: QUALITATIVE DESCRIPTION OF COMMUNITY BENEFIT I. Ministry Commitment to Providing Community Benefit A. Mission and Primary Exempt Purpose Via Christi Health, Inc., a Catholic health system, adopted this Mission: "Inspired by the Gospel and our Catholic tradition, we serve as a healing presence with special concern for our neighbors who are vulnerable."Via Christi Health, Inc.'s history extends back over 100 years and today, along with our sponsoring congregations - The Sisters of the Sorrowful Mother, Congregation of St. Joseph, Sisters of St. Joseph of Carondolet and the Daughters of Charity we continue to respond to community needs in Kansas and northeastern Oklahoma. The obligation to reach out to those in need and improve community health flows directly from our identity as a faith-based healing ministry. As a mission-driven organization, we provide community benefit because we are committed to our core values of: Human Dignity - we recognize and respect the sacredness of each person. Stewardship - we responsibly care for all resources entrusted to us. Excellence - we extend ourselves in outstanding service. B. Approach to Providing Community Benefit Via Christi Health, Inc. serves people throughout Kansas and northeastern Oklahoma. Issues and trends of significance in our community include increasing unemployment and poverty, a growing elderly population, and growing population of uninsured families. Ministries within Via Christi Health, Inc. collaborate with other community organizations to address some of these issues and trends, including, but not limited to, Childrens Miracle Network, the United Way, and Catholic Social Services. C. Financial Assistance Policies and Programs Via Christi Health, Inc. has policies and programs in place to ensure that billing and collection processes for uninsured/underinsured persons reflect our commitment to human dignity and meet the financial and local needs in the communities in which we operate. All ministries operated by Via Christi Health, Inc. utilize these policies and review the financial condition of uninsured and underinsured patients and clients to determine their qualification of charity care by utilizing the TransUnion software. II. Ministry Description for Tax Exemption As a Catholic not-for-profit healthcare corporation grounded in gospel values, we provide leadership and governance in the design and implementation of integrated healthcare and related services. Empowered by the gospel imperative, "whatsoever you do to the least of my brothers and sisters, you do to me," (matthew 25:40) We seek to provide quality healthcare to all people, particularly the poor and underserved members of our society." Financial surpluses are used to fulfill our charitable purpose. The board of directors for Via Christi Health, Inc. includes members of the local community. Ministries within our organization offer free and/or discounted care to persons without adequate financial means to pay for such services. This includes the participation in Medicaid, Medicare, CHAMPUS, Tricare and/or other government-sponsored health care programs. QUANTIFIABLE DESCRIPTION OF COMMUNITY BENEFIT THE FINANCIAL INFORMATION IN THIS REPORT WAS PREPARED IN ACCORDANCE WITH THE CATHOLIC HEALTH ASSOCIATION'S (CHA) COMMUNITY BENEFIT REPORTING GUIDELINES. THESE GUIDELINES RECOMMEND THE FOLLOWING: * REPORT CHARITY CARE AT COST, NOT CHARGES * DO NOT INCLUDE BAD DEBT, CONTRACTUAL ALLOWANCES, AND QUICK PAY DISCOUNTS AS PART OF CHARITY CARE EXPENSE. * DO NOT COUNT MEDICARE SHORTFALL AS A COMMUNITY BENEFIT * REPORT THE NET EXPENSE FOR COMMUNITY BENEFIT SERVICES (E.G. THE TOTAL COMMUNITY BENEFIT EXPENSE MINUS ANY ASSOCIATED REVENUE FROM PATIENTS, PAYERS, AND OTHER EXTERNAL SOURCES.) THE CHA GUIDELINES REFLECT A CONSERVATIVE APPROACH TO REPORTING QUANTIFIABLE COMMUNITY BENEFIT. THE GOAL OF THE REPORTING GUIDELINES IS TO PRODUCE COMMUNITY BENEFIT FINANCIAL REPORTS THAT REFLECT TRUE COSTS AND THAT DESCRIBE COMMUNITY BENEFIT ACTIVITIES THAT INCREASE ACCESS TO HEALTH CARE AND IMPROVE COMMUNITY HEALTH. FOR FISCAL YEAR ENDED SEPTEMBER 30, 2011 COMMUNITY BENEFIT (CORPORATE OFFICE ONLY): $215,357 COMMUNITY BENEFIT (VIA CHRISTI HEALTH, INC. EXCLUDING HEALTH PLAN): 1) CHARITY CARE - AT COST $45.3 MILLION 2) GOVERNMENT SPONSORED HEALTH CARE - NET EXPENSE $19.8 MILLION UNPAID COST OF PUBLIC INDIGENT CARE PROGRAMS (INCLUDES MEDICAID, SCHIP, OTHER SAFETY NET PROGRAMS; DOES NOT INCLUDE MEDICARE SHORTFALL) 3) COMMUNITY BENEFIT PROGRAMS - NET EXPENSE $16.9 MILLION SUBSIDIZED HEALTH SERVICES, INCLUDING BEHAVIORAL HEALTH $1.2 MILLION FINANCIAL AND IN-KIND DONATIONS $1.3 MILLION HEALTH PROFESSIONS EDUCATION (PHYSICIANS, NURSES, OTHER)$12.7 MILLION COMMUNITY HEALTH IMPROVEMENT SERVICES $1.0 MILLION RESEARCH $0.4 MILLION COMMUNITY BENEFIT OPERATIONS $0.2 MILLION COMMUNITY BUILDING ACTIVITIES $0.1 MILLION 4) TOTAL QUANTIFIABLE COMMUNITY BENEFIT $82.0 MILLION RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II VIA CHRISTI HEALTH, INC. IS JOINTLY SPONSORED AND CONTROLLED BY ASCENSION HEALTH AND MARIAN HEALTH SYSTEM, WHICH IN TURN ARE SPONSORED BY THE SISTERS OF THE SORROWFUL MOTHER, FOUR PROVINCES OF THE DAUGHTERS OF CHARITY, THE CONGREGATION OF ST. JOSEPH, AND THE SISTERS OF ST. JOSEPH OF CARONDELET. DUE TO SUCH SPONSORSHIP AND CONTROL, AND IN THE INTEREST OF INCREASED CLARITY AND TRANSPARENCY, BOTH ASCENSION HEALTH AND MARIAN HEALTH SYSTEM ARE BEING LISTED AS RELATED ORGANIZATIONS ON SCHEDULE R. MEMBERS AND DECISIONS OF GOVERNING BODY PART VI, QUESTIONs 6 and 7A THE SPONSORS HAVE DELEGATED THE GOVERNANCE RESPONSIBILITIES OF VIA CHRISTI HEALTH, INC. (VCH) TO THE MARIAN HEALTH SYSTEM INC., A DELAWARE NOT-FOR- PROFIT CORPORATION AND ASCENSION HEALTH, A MISSOURI NOT-FOR-PROFIT CORPORATION (COLLECTIVELY REFERRED TO AS "MEMBERS"). THE MEMBERS HAVE THE RIGHT TO APPROVE OR TAKE ACTION UPON THE RECOMMENDATION OF THE VIA CHRISTI HEALTH, INC., BOARD ON CERTAIN ACTIONS BEFORE THEY BECOME FINAL OR BINDING ON THE CORPORATION. THE FOLLOWING POWERS ARE RESERVED TO THE MEMBERS OR THEIR DELEGATED REPRESENTATIVE: * DEFINE, APPROVE, CHANGE OR INTERPRET THE MISSION, VALUES, PURPOSE AND PHILOSOPHY OF THE CORPORATION. * APPROVE THE ARTICLES OF INCORPORATION, THE BYLAWS AND ANY AMENDMENTS THERETO OF THE CORPORATION. * APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES OF VCH. * APPOINT AND REMOVE THE PRESIDENT AND CEO OF VIA CHRISTI HEALTH. * SUBJECT TO CANONICAL REQUIREMENTS, ESTABLISHED THE OVERALL DEBT LIMIT FOR VCH AND APPROVE THE INCURRENCE OF DEBT IN EXCESS OF THAT LIMIT. * APPROVE THE DISSOLUTION, MERGER, CONSOLIDATION OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF VCH * APPROVE AND REMOVE, WITH OR WITHOUT CAUSE, THE INDEPENDENT AUDITING FIRM FOR VCH. * RECEIVE AND APPROVE OPERATING AND CAPITAL BUDGETS AND FINANCIAL REPORTS OF VCH. * APPROVE FINANCING THROUGH PARTICIPATION IN OBLIGATED GROUPS OF ASCENSION HEALTH OR MARIAN HEALTH SYSTEM. * REVIEW AND APPROVE REAL AND PERSONAL PROPERTY TRANSACTIONS CONSISTENT WITH PROVISION OF CANON LAW. NET ASSET RECONCILIATION PART XI, LINE 5 UNREALIZED LOSS (12,936,374) TRANSFER OF POOLED INVESTMENTS FROM VCH-W 25,909,747 TRANSFER OF FIXED ASSETS FROM VCMA 41,230 TRANSFER OF FIXED ASSETS TO VC HOPE (76,964) CHANGE IN OTHER COMPREHENSIVE INCOME (4,517,728) TRANSACTIONS RELATED TO THE PURCHASE OF WICHITA CLINIC (24,944,345) LOSS ON DEBT RETIREMENT (4,847,909) EQUITY IN SALINA REGIONAL 2,912,439 CAPITAL FUND DEBT MGMT 35,004 ------------- (18,424,900) SCHEDULE K SUPPLEMENTAL INFORMATION DESCRIPTION OF PURPOSE, PART I, COLUMN F ------------------------------------------ ROW A - ACQUIRING, CONSTRUCTING, AND EQUIPPING NEW HEALTH CARE FACILITY; CURRENT REFUNDING OF SERIES 1992 BONDS ISSUED 2/1/1992. ROW B - CURRENT REFUNDING OF SERIES 1999 BONDS ISSUED 10/1/1999. Row C - Acquiring, constructing, and equipping certain hospital improvements; CURRENT refunding of series 2001 bonds issued 7/19/2001. PROCEEDS OF ISSUE, PART II, LINE 3 ------------------------------------ PART II, LINE 3 FOR COLUMNS A, B AND C DIFFER FROM THE ISSUANCE PRICE IN PART I, COLUMN E BY THE FOLLOWING: COLUMN A $74,962 INVESTMENT INCOME COLUMN B $29 INVESTMENT INCOME REFUNDING PRE-2003 ISSUES, PART III, COLUMN B ---------------------------------------------- VIA CHRISTI HEALTH, INC. IS FOLLOWING THE SPECIAL RULE FOR REFUNDING OF PRE-2003 ISSUES DESCRIBED IN THE SCHEDULE K INSTRUCTIONS. THE SPECIAL RULE EXEMPTS ISSUES REFUNDING PRE-2003 BONDS FROM COMPLETING PART III. PART IV, LINE 2 ---------------- COLUMN A ISSUE INCLUDES SERIES A, SERIES B-1 AND B-2. SERIES B-1 AND B-2 ARE BOTH VARIABLE RATE AND SERIES A IS A FIXED RATE. Column C includes Series A, Series B, and Series C. Series B and C are both variable rate issues and Series A is a fixed rate issue. REPORTING RELATED ORGANIZATIONS -------------------------------- VIA CHRISTI HOSPITALS WICHITA, INC. (VCHW) ALONG WITH VIA CHRISTI HEALTH, INC. (VCH) AND OTHER HEALTH SYSTEM HOSPITALS (THE 'OBLIGATED GROUP'), ENTERED INTO A MASTER TRUST INDENTURE AND AN OBLIGATED GROUP AGREEMENT WHEREBY THEY WERE JOINTLY AND SEVERALLY LIABLE FOR ALL AMOUNTS DUE UNDER ANY AND ALL NOTES AND GUARANTEES ISSUED PURSUANT TO THE MASTER TRUST INDENTURE. THE OBLIGATED GROUP CONSISTS OF THE VIA CHRISTI HEALTH INC., VIA CHRISTI HOSPITALS WICHITA, INC., VIA CHRISTI REHABILITATION HOSPITAL, INC., VIA CHRISTI HOSPITAL PITTSBURG, INC., AND VIA CHRISTI HOSPITAL WICHITA ST. TERESA, INC. ALL BOND DEBT IS REPORTED ON THE BOOKS OF VIA CHRISTI HEALTH WITH INTERCOMPANY DEBT REPORTED ON THE RESPECTIVE HOSPITAL MINISTRIES. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SISTER SHERRI MARIE KUHN, SSM TITLE:TRUSTEE HOURS:49 VIA CHRISTI CLINICAL SERVICES LLC 8200 E THORN SUITE 300 WICHITA KS 67226 204399092 HEALTHCARE KS 0 1040119 VCH Catholic Care Center Inc 6700 E 45th St N Wichita KS 67226 481067110 Rtrmnt h0me KS 501(c)(3) 9 VCV CIBOR INC 9229 E 37TH ST N SUITE 200 Wichita KS 67226 270564463 Research KS 501(C)(3) 7 VCHW Cornerstone Assisted Living Inc 3636 N Ridge Road Wichita KS 67205 481241079 Rtrmnt Home KS 501(C)(3) 9 VCV VIA CHRISTI VILLAGE PITTSBURG INC 1502 E Centennial Dr Pittsburg KS 66762 743070971 Rtrmnt home KS 501(C)(3) 9 VCV VIA CHRISTI VILLAGE GEORGETOWN INC 1655 S Georgetown Wichita KS 67218 481129325 Rtrmnt home KS 501(C)(3) 9 VCV Gerard House Inc 3144 N Hood Wichita KS 67204 481049532 Shelter KS 501(C)(3) 7 VCHW Marian Health System Inc 1923 South Utica Avenue Tulsa OK 74104 363659989 Hospital Supp DE 501(C)(3) 11 na Mercy Community Health Foundation Inc 1823 College Ave Manhattan KS 66502 481152279 Foundation KS 501(C)(3) 11 MERCY REG Mercy Regional Health Center Inc 1823 College Ave Manhattan KS 66502 481186704 Hospital KS 501(C)(3) 3 vch Mercy Regional Home Medical Services LLC 2439 Claflin Road Manhattan KS 66502 432024491 Home Medical KS 501(C)(3) 11 Mercy Reg VC IMMEDIATE CARE MOTHER MARY ANNE INC 929 N St Francis Wichita KS 67214 208374099 Med. Clinic KS 501(C)(3) 9 VCHW Mount Carmel Foundation 1 MT CARMEL WAY Pittsburg KS 66762 480961283 Foundation KS 501(C)(3) 11 VCH-PITT VIA CHRISTI HOSPITAL PITTSBURG INC 1 MT CARMEL WAY Pittsburg KS 66762 480543778 Hospital KS 501(C)(3) 3 vch VIA CHRISTI VILLAGE MCLEAN INC 777 N McLean Blvd Wichita KS 67203 481247723 Rtrmnt home KS 501(C)(3) 9 VCV Salina Regional Home Medical Services 520 S Santa Fe Ave Ste 140 Salina KS 67401 431948057 Home Medical KS 501(C)(3) 11 VCHP St John's Inc 2225 Cantebury Dr Hays KS 67601 202828680 Rtrmnt home KS 501(C)(3) 9 VCV VIA CHRISTI VILLAGE MANHATTAN INC 2800 Willowgrove Rd Manhattan KS 66502 481078862 Rtrmnt home KS 501(C)(3) 9 VCV Via Christi Foundation Inc 723 N McLean Blvd Wichita KS 67203 481173588 Foundation KS 501(C)(3) 11 VCHW Via Christi Health Partners Inc 8200 THORN DR SUITE 300 Wichita KS 67226 480958974 Mgmt Company KS 501(C)(3) 9 VCHW Via Christi Healthcare Outreach Program 2622 W Central Suite 100 Wichita KS 67203 481236589 PACE Commun. KS 501(C)(3) 9 VCV VIA CHRISTI HOME HEALTH WICHITA INC 555 S Washington Wichita KS 67211 481046371 Home Health KS 501(C)(3) 9 VCHW Via Christi Hospital Wichita St Teresa 14800 W St Teresa Wichita KS 67235 271965272 Hospital KS 501(C)(3) 3 VCHW Via Christi Property Services Inc 1100 N St Francis Suite 240 Wichita KS 67214 480948571 Property Mgmt KS 501(C)(4) N/A VCHP VIA CHRISTI HOSPITALS WICHITA INC 929 N St Francis Wichita KS 67214 481172106 Hospital KS 501(C)(3) 3 vch Via Christi Rehabilitation Center Inc 1151 N Rock Road Wichita KS 67206 481158274 Rehab. KS 501(C)(3) 3 VCHW VIA CHRISTI VILLAGES INC 2622 W Central Suite 100 Wichita KS 67203 480559086 Mgmt Company KS 501(C)(3) 11 vch Wamego Hospital Association 711 Genn Dr Wamego KS 66547 721526400 Hospital KS 501(C)(3) 3 Mercy Reg VIA CHRISTI VILLAGE PONCA CITY INC 1601 Academy Rd Ponca City KS 74604 731153337 Rtrmnt Home OK 501(C)(3) 9 VCV ASCENSION HEALTH PO BOX 45998 ST LOUIS MO 63145 311662309 HLTH SYS GOV MO 501(C)(3) 11 NA Via Christi InMyHome Inc 2622 W Central Suite 100 Wichita KS 67203 271889960 Health Agency KS 501(C)(3) 9 vcv VIA CHRISTI CLINIC SERVICES INC 8200 THORN DRIVE SUITE 300 WICHITA KS 67226 273984287 MED. 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