2012-08-14T13:07:50-05:00 2011-09-30 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2010-10-01 592390209 Munroe Regional Health System Inc MUNR 3523517327 1500 SW 1st Ave Ocala FL 34471 RICHARD D MUTARELLI 2012-08-08 true 3362753394 2010 2016-02-24 21:20:13Z MUNROE REGIONAL MEDICAL CENTER Stephen A Purves 1500 SW 1ST AVE OCALA FL 34474 348968639 false X www.MunroeRegional.com X 1983 FL TO IMPROVE THE HEALTH OF OUR COMMUNITY BY DELIVERING COMPASSIONATE, INNOVATIVE CARE THROUGH EXCEPTIONAL PEOPLE DOING EXTRAORDINARY WORKS. 13 10 2951 1643 741892 427160 1193384 1708529 349674384 337720324 -394931 5300554 4667963 4057716 355140800 348787123 0 0 0 0 140422139 144783335 0 0 26128 203844434 192687567 344266573 337470902 10874227 11316221 360131282 354544503 177141328 141618184 182989954 212926319 TO IMPROVE THE HEALTH OF OUR COMMUNITY BY DELIVERING COMPASSIONATE, INNOVATIVE CARE THROUGH EXCEPTIONAL PEOPLE DOING EXTRAORDINARY WORKS. false false 281795455 DAILY HOSPITAL & ANCILLARY SERVICES: DAILY HOSPITAL MEDICAL, NURSING CARE AND ROOM & BOARD. INCLUDES MEDICAL/SURGICAL, CARDIAC CARE, INTENSIVE CARE, PEDIATRIC, OBSTETRICS AND NEWBORN NURSERY SERVICES. SUPPORT SERVICES OTHER THAN ROUTINE MEDICAL/NURSING CARE THAT ARE PROVIDED TO HOSPITAL PATIENTS IN THE COURSE OF THEIR TREATMENT. EXAMPLES INCLUDE IMAGING SERVICES, SURGICAL & RECOVERY SERVICES, PHARMACY, LABORATORY, RESPIRATORY CARE, AND LABOR & DELIVERY. DURING FY 2011, 22,494 INPATIENT ADMISSIONS, 52,657 OUTPATIENT VISITS AND 2,668 NEWBORN DELIVERIES WERE TREATED AT MUNROE REGIONAL MEDICAL CENTER. 19214813 EMERGENCY & TRAUMA SERVICES: CARE FOR PATIENTS IN NEED OF EMERGENCY SERVICES 24 HOURS A DAY, 7 DAYS A WEEK. INCLUDES STATE OF THE ART EQUIPMENT AND THE ABILITY TO CARE FOR TRAUMA AND PEDIATRIC EMERGENCY PATIENTS, AS WELL AS, OTHER MEDICAL EMERGENCIES. THE TOTAL ED VISITS FOR FY 2011 WERE 97,323. 5350418 COST OF CHARITY CARE PROVIDED TO OUR PATIENTS. 306360686 true true false true false false false false false true false false false true false true false false false false false false false true false true true false false true true false false false false false false false false true false true true false false false true false false false false true 185 0 true 2951 true true true false false false true true false false false false false X 13 10 true false false false false true false true true false false true true true true true true true true true true X RICHARD D MUTARELLI 3523517327 1500 SW 1ST AVE OCALA FL 34474 BRIAN O'CONNOR 5.0 X 0 0 0 Srisha Rao M D 5.0 X 0 0 0 LARRY STRACK 5.0 X 0 0 0 Joseph M Hanratty J D 5.0 X 0 0 0 Jon M Kurtz 5.0 X 0 0 0 Kulbir Ghumman 5.0 X 0 0 0 Chuck Koch 5.0 X 0 0 0 Joan Stearns 5.0 X 0 0 0 Ravi Chandra M D 5.0 X 47250 0 0 Charles Dassance Ph D 5.0 X 0 0 0 Ron Ewers 5.0 X 0 0 0 Mike Jordan M D 5.0 X 0 0 0 Ed King M D 5.0 X 19329 0 0 Stephen A Purves 60.0 X 502106 0 36963 Richard D Mutarelli 60.0 X 393939 0 36280 Gary Paul Clark 60.0 X 364063 0 34266 Lon McPherson 60.0 X 312634 0 29220 John A Galat M D 40.0 X 684449 0 46035 David E Lammermeier M D 40.0 X 686187 0 41504 Sooyoung P Chung M D 40.0 X 686359 0 41622 Robert Craig Kuykendall M D 40.0 X 685042 0 46035 Kevin M Hoddinott M D 40.0 X 444126 0 26396 4825484 0 338321 73 false true false CROTHALL SERVICES GROUP 955 CHESTERBROOK SUITE 300 WAYNE PA 19087 housekeeping svcs 1764422 TIMBERRIDGE PO BOX 6200 OCALA FL 34478 imaging services 1698491 OCALA HEART INSTITUTE INC PO DRAWER 3130 OCALA FL 34478 physician services 1286244 EMCARE INC 18167 US HWY 19N SUITE 285 CLEARWATER FL 33764 Emer Physician svcs 1206462 Gray Robinson 301 E Pine Street Suite 1400 ORLANDO FL 32802 Legal Services 1170502 68 6625 85070 500331 1116503 166922 1708529 NET PATIENT SERVICE REVENUE 900099 337350747 337350747 KINDRED SERVICES 541900 185606 185606 LABORATORY SERVICES 541900 183971 183971 337720324 5186561 0 372315 4814246 0 0 967642 103805 863837 863837 0 0 863837 121590 7597 113993 113993 0 0 113993 425285 6625 70114 355171 0 355171 0 0 OTHER REVENUE 900099 1463110 1463110 JOINT VENTURE INVESTMENT INCOME 900099 1375598 1375598 2838708 348787123 337350747 741892 8985955 0 0 0 0 1572742 0 1572742 0 0 0 0 0 117466513 103289946 14176567 0 4760200 4130409 629791 0 12634234 10962681 1671553 0 8349646 7244959 1104687 0 0 0 0 0 996055 0 996055 0 366217 0 366217 0 32566 0 32566 0 0 0 213197 0 213197 0 0 0 0 0 116672 105 111735 4832 67548609 65205361 2340450 2798 6917402 6917402 0 0 0 0 0 0 3948424 3836234 112190 0 0 0 0 0 0 0 0 0 339586 98063 241523 0 4159634 4159634 0 0 0 0 0 0 14872657 14872657 0 0 2488604 2488604 0 0 BAD DEBTS 46526253 46526253 0 0 CONTRACTED SERVICES 19856410 16378157 3469838 8415 FOOD AND DRUGS 13935341 13578751 346507 10083 PROFESSIONAL FEES 7806912 6048168 1758744 0 PERSONNEL RECRUITMENT 889853 0 889853 0 1673175 623302 1049873 337470902 306360686 31084088 26128 55060489 24366477 5815049 2790521 237221 37400684 42525087 6832861 7084057 5090565 6196089 344283200 200415922 133900547 143867278 102880065 105157544 4348701 7128472 8802321 15191757 360131282 354544503 56449537 32848120 98674933 84944809 420055 1185728 21596803 22639527 177141328 141618184 X 181076862 209193419 1442494 3732900 470598 0 182989954 212926319 360131282 354544503 X 11316221 18620144 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true 32566 32566 false Lobbying Schedule C, Part II-B, Line 1 Fees paid to a professional lobbyist. 9466421 9466421 194197911 99439244 94758667 0 134105434 97572347 36533087 6513434 3404331 3109103 143867278 0 OTHER LIABILITIES 872549 SELF-INSURED LIABILITIES 11650000 COMPENSATED ABSENCES 5882231 INTEREST RATE SWAP 4234747 22639527 348787123 337470902 11316221 -4457892 -4457892 6858329 296054214 -4457892 58745 -4399147 300453361 48333762 48333762 348787123 289195885 58745 58745 289137140 48333762 48333762 337470902 Reconciliation of Revenue Schedule D, Part XII, Line 2d Rental Expense Reclass $58,745 Reconciliation of Revenue Schedule D, Part XII, Line 4b Bad Debt Expense Reclass $46,526,253 Other Expense Reclass $ 1,807,509 Total $48,333,762 Reconciliation of Expenses Schedule D, Part XIII, Line 2d Rental Expense Reclass $58,745 Reconciliation of Expenses Schedule D, Part XIII, Line 4b Bad Debt Expense Reclass $46,526,253 Other Expense Reclass $ 1,807,509 Total $48,333,762 FLAVORS OF MUNR 361804 6625 355179 0 0 6027 4274 26220 GOLF TOURNAMENT 70106 0 70106 0 0 1902 4995 26696 0 431910 6625 425285 0 0 7929 9269 52916 70114 355171 true true true X true X true true true false true true 5350418 5350418 0.01590 2720721 2720721 0.00810 8071139 8071139 0.02400 1518740 1518740 0.00450 609365 609365 0.00180 2128105 2128105 0.00630 10199244 10199244 0.03030 true 9073352 4083008 123485636 123732548 -246912 X true true Ocala Healthcare Nursing & Rehab Facility 0.62500 0.00000 0.00000 Timberridge Imaging Medical Imaging Services 0.50000 0.00000 0.00000 Munroe Regional Home Home Health Services 0.49000 0.00000 0.00000 Medical Imaging Cntr Medical Imaging Services 0.33333 0.00000 0.00000 2 1 Munroe Regional Medical Center

1500 SW 1st Avenue Ocala FL 34471

X 2 Emergency Center at Timberridge

9401 SW Highway 200 Ocala FL 344819612

X Munroe Regional Medical Center 1 Emergency Center at Timberridge 2 COMMUNITY BENEFIT REPORT Part I, Line 6a Organization's community benefit report can be accessed at www.munroeregional.com. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST Part I, Line 7 The costing methodology used to calculate the amounts reported in the table were: 7a (c) Total Expense to Gross Revenue ratio derived from the 2011 Audited Financial Statements 7b (c) Cost to Charge Ratio was derived from the 2011 Cost Report 7b (f-i) Actual amounts paid BAD DEBT EXPENSE Part III, Line 4 The footnote (1)(p) disclosed in the audited financials included net bad debts measured by established charges of $44,422,852 and by costs of $9,073,352. The patient care cost was calculated by using total operating expense (including bad debts). The costing methodology was total expense to gross revenue ratio derived from the audited financial statements. Charity care (at cost) at Munroe Regional is defined as the cost of providing care to qualified individuals under federal poverty guidelines who have no insurance and are otherwise unable to pay. This amount includes only those individuals that completed a charity financial application and qualified for charity care. Bad debt represents the amounts that were expected from the individuals but not received. Individuals that may have qualified for charity care but did not apply for assistance are classified as bad debts. COMMUNITY BENEFIT Part III, Line 8 The Unreimbursed Medicare shortfall of $246,912 was computed by the cost to charge ratio from the 2011 cost report and has been treated as a community benefit. Munroe is committed to making a difference in the health of those living in our community. Through our dedication to caring for those in need of medical care, regardless of their ability to pay, we continue to build on a longstanding tradition of doing our part to advance quality healthcare throughout Marion County. As your community owned medical center, Munroe provides charity care for those unable to pay and absorbs these costs along with the expense of medical care that is inadequately reimbursed by governmental programs such as Medicare. In addition, Munroe has developed community benefit programs for the purpose of improving the health status of our community as a whole, as well as an emphasis on the underserved. The information on this page highlights the medical center's quantifiable community benefits to Marion County. DEBT COLLECTION POLICY Part III, Line 9 At the time of admission, the patients receive a financial assistance information letter and a collection form. The letter and collection form provides the patient with various financial options. If the patient is interested in financial assistance, a collection form is completed and the patient works with our customer service department to process the selected option. If the patient would like to apply for charity, an application is provided with instructions. Once the business office receives the completed charity application, a determination is made whether or not the patient is approved. Once the patient is approved for charity, the approval is applied to all open accounts either 6 months forward or 6 months back. Our program uses the Federal Poverty Levels (FPL) guidelines, family size and income. Income up to 200% may be used for a full charity write-off for the Munroe Charity program and incomes up to 300% of the FPL may be used for Munroe Catastrophic program. NEEDS ASSESSMENT DESCRIPTION Schedule H, Part VI, Line 2 Munroe Regional Medical Center in partnership with several community healthcare related organizations has embarked on a comprehensive community needs assessment that started May 1, 2011. The report will be shared with the community September 2012. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE DESCRIPTION Schedule H, Part VI, Line 3 Patient education is provided through various means throughout the organization. At the time of admission, the patient receives a financial assistance information letter and a collection form from our financial counselors. Our financial counselors educate the patient on the several options available and answer any questions the patient may have that time. Patient education related to eligibility for assistance is also provided by calling our customer service department, visiting our Business Office and accessing the information provided on our website. In addition, depending on the sequence of the billing statement the patient receives may include a personal representative's name that can be contacted if the patient has any questions regarding the need for assistance. COMMUNITY INFORMATION DESCRIPTION Schedule H, Part VI, Ln 4 Marion County, Florida, is located in north central Florida along Interstate-75 and spanning 1,652 square miles. Marion County boasts a mix of urban, suburban and rural areas. Marion County 2010 population was 331,298 (2010 US Census Bureau): Age Males Females 0 - 19 36,773 34,814 20 - 34 23,573 24,573 35 - 54 38,089 42,157 55 - 64 20,864 25,137 65 - 84 35,979 39,937 85 & Over 3,715 5,687 Total 158,993 172,305 Ethnic Diversity 2010 Total Percent White Alone 268,284 80.98% Black or African American Alone 40,828 12.32% American Indian/Alaska Native Alone 1,309 .40% Asian Alone 4,407 1.33% Native Hawaiian & Other Pacific Islander 144 .04% Some Other Race Alone 9,512 2.87% Two or More Races 6,814 2.06% Hispanic or Latino 36,137 10.91% Not Hispanic or Latino 295,161 89.09% OTHER INFORMATION Schedule H, Part VI, Line 5 & 6 Munroe Regional Medical Center is committed to meeting your healthcare needs and has been for over 113 years. Our mission has been woven into the very fabric of everything we do and we call this The Munroe Way. Munroe publishes a community benefit report annually which can be accessed at www.munroeregional.com. The publication offers a closer look at some of the programs and services that we have in place to support the people we are privileged to care for and serve on a daily basis. We continue to invest in programs and services that open and expand access to high quality healthcare. Recent Accolades and Awards Munroe's most recently earned nationally recognized accolades and awards are listed below. National Research Corporation (NRC) Consumer Choice - Named Marion County's most preferred hospital for overall quality and image and best doctors & nurses for nine consecutive years. One of only nine hospitals in Florida to win nine or more consecutive times. The Society for Thoracic Surgeons Munroe Heart's cardiothoracic surgeons are listed in the September 2011 issue of Consumer Reports magazine as being one of five surgical groups in Florida rated above average for Open Heart surgery. Of the 324 groups reported there were only 81 surgical groups in the nation rated in the above average category. Society of Chest Pain Centers One of only 12% of hospitals in the United States to be recognized as an Accredited Chest Pain Center and the first Accredited Chest Pain Center in Marion County. American Association of Critical Care Nurses Beacon Award For Excellence -Only four-time Beacon Award recipient in the state of Florida and one of only six in the nation to receive this distinction four or more times. American Society for Metabolic & Bariatric Surgery Designated a Bariatric Center of Excellence. The Joint Commission Recognized as a Primary Stroke Center. Munroe was the first Primary Stroke Center in Marion County. Received Gold Seal of Approval for Diabetes Outpatient Services. Delta Group's CareChex Medical Excellence categories for 2012: - Cardiac Care: Top 10% in Florida. - Interventional Coronary Care: Top 100 in the nation and #1 in the state of Florida. - Gastrointestinal Hemorrhage: Top 100 in the nation and #1 in Marion County. - Hip Fracture Repair: Top 100 in the nation and #1 in Marion County. Patient Safety categories in 2012: - Overall Surgical Care: Top 10% in the nation. - Major Cardiac Surgery: Top 100 in the nation and #1 in Marion County. - Interventional Carotid Care: Top 100 in the nation. - Coronary Bypass Surgery: Top 100 in the nation and #1 in Marion County. - Interventional Coronary Care: Top 100 in the nation and #1 in Marion County. - Gall Bladder Removal: Top 100 in the nation and #1 in Marion County. - Gastrointestinal Care: Top 100 in the nation and #1 in Marion County. - Gastrointestinal Hemorrhage: Top 10% in nation and #1 in Marion County. - Hip Fracture Repair: Top 100 in the nation and #1 in Marion County. - Major Bowel Procedures: Top 100 in the nation and #1 in Marion County. - Major Neuro-Surgery: #1 in Marion County. - Vascular Surgery: #1 in Marion County. HealthGrades Overall Hospital - Recipient of HealthGrades America's 50 Best Hospital Award for 6 Years in a Row (2007-2012). - Recipient of the HealthGrades Patient Safety Excellence Award for 8 Years in a Row (2004-2011). - Recipient of the HealthGrades Distinguished Hospital Award - Clinical Excellence for 10 Years in a Row (2003-2012). Heart - One of HealthGrades America's 100 Best Hospitals for Overall Cardiac Services in 2012. - Recipient of the Cardiac Care Excellence Award in 2012. Emergency Medicine - Recipient of the HealthGrades Emergency Medicine Excellence Award - 3 Years in a Row (2010-2012). Orthopedic - One of HealthGrades America's 100 Best Hospitals for Spine Surgery in 2012. - Recipient of the HealthGrades Spine Surgery Excellence Award in 2012. Neurosciences - Recipient of the HealthGrades Stroke Care Excellence Award in 2012. - Ranked Among the Top 10% in the Nation for Treatment of Stroke in 2012. Critical Care - Recipient of the HealthGrades Critical - Care Excellence Award for 3 Years in a Row (2010-2012). - Ranked Among the Top 10% in the Nation for Critical Care for 3 Years in a Row (2010-2012). Urology - One of HealthGrades America's 100 Best Hospitals for Prostatectomy in 2012. - Recipient of the HealthGrades Prostatectomy Excellence Award for 3 Years in a Row (2010-2012). - Ranked #1 in Florida for Prostatectomy for 2 Years in a Row (2011- 2012). Pulmonary - Recipient of the HealthGrades Pulmonary Care Excellence Award for 5 Years in a Row (2008-2012). - Ranked Among the Top 5% in the Nation for Overall Pulmonary Services for 4 Years in a Row (2009-2012). Women's Health - Recipient of the HealthGrades Women's Health Excellence Award for 2 Years in a Row (2010/2011 & 2011). - Recipient of the HealthGrades Maternity Care Excellence Award for 6 Years in a Row (2006/2007-2010/2011 & 2011). - Recipient of the HealthGrades Gynecologic Surgery Excellence Award for 2011. Our commitment to serve our community during these busy times would not have been possible without the tireless efforts of our 2,500 associates, 450 physicians, 1,600 volunteers and 56 members of our various boards. Munroe has an open Medical Staff with limited exceptions in highly specialized areas such as Neurosurgery & Cardiac Care. The thirteen (13) member MRHS Board of Directors is composed of seven (7) Hospital District Trustees and six (6) members elected by the MRHS Board of Directors from the Community who are confirmed by the Marion County Board of County Commissioners. All "Surplus Funds" are utilized or on hand to support the Mission of Munroe Regional and are re-invested into the facilities, equipment and operations. STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LN 7 In addition to the state of Florida, a community benefit report was provided to Marion County Board of County Commissioners United States Congressional delegation for the State of Florida Marion County Legislative delegation Marion County Constitutional Officers City of Ocala Florida Hospital Association American Hospital Association Florida Tax Watch Florida Chamber of Commerce Ocala/Marion County Chamber X X X X X false false false false false false false false false Stephen A Purves 451242 0 0 0 50864 0 22950 0 14013 0 539069 0 0 0 Richard D Mutarelli 358647 0 0 0 35292 0 19246 0 17034 0 430219 0 0 0 Gary Paul Clark 319005 0 0 0 45058 0 17660 0 16606 0 398329 0 0 0 Lon McPherson 311944 0 0 0 690 0 12478 0 16742 0 341854 0 0 0 John A Galat M D 584023 0 27000 0 73426 0 28261 0 17774 0 730484 0 0 0 David E Lammermeier M D 585161 0 27000 0 74026 0 28306 0 13198 0 727691 0 0 0 Sooyoung P Chung M D 584643 0 27000 0 74716 0 28286 0 13336 0 727981 0 0 0 Robert Craig Kuykendall M D 584016 0 27000 0 74026 0 28261 0 17774 0 731077 0 0 0 Kevin M Hoddinott M D 347703 0 39837 0 56586 0 13908 0 12488 0 470522 0 0 0 MARION COUNTY HOSPITAL DISTRICT 591159266 2007-04-17 61345000 REFUNDING AND IMPROVEMENT REVENUE false false false MARION COUNTY HOSPITAL DISTRICT 591159266 2009-10-09 25425000 REVENUE REFUNDING BONDS false false false 0 0 62390917 0 0 52020608 370309 0 0 10000000 0 0 false true true true 500000 0 25425000 0 0 25425000 0 0 0 0 0 0 true false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false false false false false true true RJ CAPITAL 22.2 false false false false false TAX-EXEMPT BOND CUISP# PART I, COLUMN C CUSIP#: 568787 SUFFIXES: EZ4, FA8, FB6, EW1, EX9, FC4, FD2, FE0 total proceeds of issue Schedule K, Part II, Column (E), Line 3 The Part I, Column (e) "issue price" does not agree with the Part II, line 3 "Total proceeds of issue" for certain bonds due to the inclusion of a premium and an underwriter's discount on the proceeds accounts. LANNY SLAUGHTER JR EMPLOYEE 144146 COMPENSATION FOR SERVICES false X 2 4849 FMV X 2 92684 FMV X 3 292 FMV X GIFT CERTIFICATES 22 2845 FMV X GOLF FEES 13 7205 FMV X VACATION EXPENSES 11 10518 FMV X DESIGN/MARKETING/ADVERTISING 4 23212 FMV X EQUIPMENT 1 12000 FMV X ENTERTAINMENT 13 6382 FMV X OTHER 21 6935 FMV 0 false false true THIRD PARTY UTILIZED PART I, LINE 32A MUNROE UTILIZES EXTERNAL BROKERS TO SELL SECURITIES WHEN THE DONATED SECURITIES ARE NOT DEEMED TO FIT INTO MUNROE'S INVESTMENT PORTFOLIO. Elected Members of the Governing Board Part VI, Section A, line 7a SEVEN OF THE THIRTEEN MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE MARION COUNTY COMMISSION. Board Review of Form 990 Part VI, Section B, line 11 DURING AUGUST OF 2012, MANAGEMENT DISTRIBUTED A DRAFT OF THE 2010 FORM 990 AT THE BOARD MEETING ON AUGUST 6, 2012. DURING THE COURSE OF THE MEETING, MANAGEMENT PRESENTED AN OVERVIEW OF FORM 990 TO THE AUDIT AND FINANCE COMMITTEE AND GAVE THE COMMITTEE MEMBERS AN OPPORTUNITY TO PROVIDE COMMENTS AND ASK QUESTIONS WITH RESPECT TO THE DRAFT. BASED ON FEEDBACK PROVIDED FROM THE COMMITTEE MEMBERS, MANAGEMENT UPDATED THE DRAFT FORM 990. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED A FINAL DRAFT TO ALL MEMBERS OF THE BOARD OF DIRECTORS SEEKING COMMENTS. MANAGEMENT UPDATED THE FINAL DRAFT FOR ALL COMMENTS RECEIVED AND FINALIZED THE RETURN. Conflict of Interest Policy Part VI, Section B, line 12 MUNROE HAS ESTABLISHED COMPREHENSIVE BOARD/TRUSTEES AND ASSOCIATES CONFLICT OF INTEREST POLICIES THAT HAVE BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS (ASSOCIATES INCLUDE MUNROE'S OFFICERS, MANAGEMENT, COMMITTEE MEMBERS, TEAM MEMBERS AND EMPLOYEES). MUNROE IS COMMITTED TO THE BELIEF THAT SOUND BUSINESS PRACTICES START WITH AN ABSOLUTE COMMITMENT FROM EACH BOARD MEMBER AND ASSOCIATE TO ACT ETHICALLY IN CARRYING OUT MUNROE'S BUSINESS, AND TO COMPLY WITH THE LAWS AND REGULATIONS THAT IMPACT ITS BUSINESS, THUS THE BOARD/TRUSTEES AND ASSOCIATES MUST AVOID PARTICIPATING IN ACTIVITIES THAT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST. MUNROE HAS SPECIFICALLY IDENTIFIED THE FOLLOWING AS A CONFLICT OF INTEREST FOR THE BOARD/TRUSTEES AND ASSOCIATES: 1) FOR THE BOARD AND TRUSTEES: A. DIRECT OR INDIRECT INVESTMENT IN, HOLDING INDEBTEDNESS OF, OR HAVING A COMPENSATION ARRANGEMENT WITH A HOSPITAL COMPETITOR; B. EMPLOYMENT BY, OR PARTICIPATION IN, THE ADMINISTRATION, MANAGEMENT, OR GOVERNANCE OF A HOSPITAL COMPETITOR. C. EMPLOYMENT BY, OR PRACTICE WITH, A MEDICAL GROUP PRACTICE THAT IS PRIMARILY OR SIGNIFICANTLY AFFILIATED WITH A HOSPITAL COMPETITOR; AND D. AFFILIATION WITH A HOSPITAL COMPETITOR THAT MAY REASONABLY GIVE RISE TO A CONCERN THAT THE INDIVIDUAL MAY NOT BE ENTIRELY IMPARTIAL AND DISINTERESTED IN MAKING DECISIONS IN THE BEST INTERESTS OF MUNROE. E. OTHER ANTI-COMPETITIVE ACTIVITIES. 2) FOR ASSOCIATES: A. COMPETING WITH MUNROE IN THE RENDERING OF SERVICES, HAVING A MATERIAL FINANCIAL INTEREST IN OR SERVING AS A OFFICER, EMPLOYEE, AGENT, PARTNER, ASSOCIATE, PERSONAL REPRESENTATIVE, RECEIVER, GUARDIAN, CUSTODIAN, CONSERVATOR OR OTHER LEGAL REPRESENTATIVE OF, OR CONSULTANT TO; AN ENTITY OR INDIVIDUAL THAT COMPETES WITH MUNROE IN THE PROVISION OF SERVICES. B. ACCEPTING GIFTS, ENTERTAINMENT OR OTHER FAVORS FROM ANY INDIVIDUAL OR ENTITY THAT DOES OR IS SEEKING TO DO BUSINESS WITH, OR IS A COMPETITOR OF MUNROE. C. HAS RECEIVED, IS RECEIVING OR IS SEEKING TO RECEIVE A LOAN OR GRANT, OR TO SECURE OTHER FINANCIAL COMMITMENTS FROM MUNROE; OR UNDER CIRCUMSTANCES WHERE IT MIGHT BE INFERRED THAT SUCH ACTION WAS INTENDED TO INFLUENCE OR POSSIBLY WOULD INFLUENCE THE ASSOCIATE IN THE PERFORMANCE OF HIS OR HER DUTIES. THIS DOES NOT PRECLUDE THE ACCEPTANCE OF ITEMS OF NOMINAL OR INSIGNIFICANT VALUE (UNDER $50) OR ENTERTAINMENT OF NOMINAL OR INSIGNIFICANT VALUE (UNDER $50) WHICH ARE NOT RELATED TO ANY PARTICULAR TRANSACTION OR ACTIVITY OF MUNROE. MUNROE'S POLICY REQUIRES THAT THE ABOVE INDIVIDUALS DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE CHIEF COMPLIANCE OFFICER, AUDIT COMMITTEE AND THE BOARD, AS NECESSARY. Monitoring the Conflict of Interest Policy Part VI, Section B, line 12c THE ORGANIZATION HAS THE BOARD/TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND THESE FORMS ARE TRACKED AND MONITORED. THE ORGANIZATION ALSO PROVIDES THE BOARD/TRUSTEE WITH ANNUAL EDUCATION THAT COVERS ALL COMPLIANCE AREAS INCLUDING CONFLICT OF INTEREST. FOR ASSOCIATES, THE ORGANIZATION PROVIDES ANNUAL EDUCATION ON CONFLICTS OF INTEREST (WHICH IS INCLUDED IN THE COMPLIANCE PROGRAM TRAINING) AND THEY SIGN-OFF THAT THEY HAVE READ AND UNDERSTAND THE COMPLIANCE PROGRAM (WHICH MANDATES THE DISCLOSURE OF ANY CONFLICT OF INTEREST). ANY ASSOCIATE CONFLICT OF INTEREST IS REPORTED TO THE CHIEF COMPLIANCE OFFICER FOR RESEARCH AND RESOLUTION. ADDITIONALLY, THE ORGANIZATION HAS A NEPOTISM POLICY THAT WE MONITOR AND ENFORCE. Compensation Review Part VI, Section B, line 15 MUNROE REGIONAL HEALTH SYSTEM'S BOARD OF DIRECTORS DESIGNATED THE COMPENSATION COMMITTEE OF THE BOARD TO BE RESPONSIBLE FOR ESTABLISHING COMPENSATION PRACTICES WHICH ARE REASONABLE AND DO NOT VIOLATE THE PRIVATE INUREMENT PROHIBITION . THE PRACTICES AND PROCESSES ARE DESIGNED TO AVOID ANY CLAIM FOR INTERMEDIATE SANCTIONS AND TO SATISFY THE REQUIREMENTS TO OBTAIN THE REBUTTABLE PRESUMPTION. IT IS THE DUTY OF THE BOARD TO ANNUALLY REVIEW BASE SALARY, SALARY INCREASE AND INCENTIVE COMPENSATION AWARDED TO THE CEO. THE COMPENSATION COMMITTEE COMPLETES THIS REVIEW WITH RECOMMENDATIONS TO THE FULL BOARD. THE CEO, IN CONSULTATION WITH THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND DETERMINES THE BASE SALARY, SALARY INCREASE AND INCENTIVE COMPENSATION AWARDED TO EACH MEMBER OF EXECUTIVE MANAGEMENT. Governing Documents Part VI, Section C, line 19 ALL GOVERNING BOARD DOCUMENTS INCLUDING BY LAWS AND ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FOR INSPECTION. Community Outreach and Services Community Outreach COMMUNITY OUTREACH AND SERVICES MUNROE REGIONAL PROVIDES QUALITY EMERGENCY, INPATIENT AND OUTPATIENT SERVICES TO THE COMMUNITY AS A WHOLE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. IN ADDITION, A VARIETY OF OTHER HEALTH SERVICES ARE OFFERED THAT ARE NOT STRICTLY ASSOCIATED WITH ACUTE CARE. THESE PROGRAMS ARE DESIGNED AS OUTREACH PROGRAMS TARGETING SMALLER GROUPS WITHIN THE COMMUNITY WHO HAVE SPECIAL NEEDS. MUNROE REGIONAL'S OUTREACH PROGRAMS FOCUS ON CONTRIBUTING KNOWLEDGE AND RESOURCES BACK TO THE COMMUNITY. THESE PROGRAMS INCLUDE: COMMUNITY PHYSICIAN LECTURES & EDUCATIONAL CLASSES MUNROE REGIONAL PHYSICIANS AND CLINICIANS SPOKE AT 146 COMMUNITY HEALTHCARE LECTURES. AN ADDITIONAL 61 EDUCATIONAL CLASSES COVERING A VARIETY OF TOPICS WERE ALSO HELD. A TOTAL OF 32,740 MEMBERS OF OUR COMMUNITY ATTENDED THESE EVENTS. HEALTH RESOURCE LINE AS WELL AS ANSWERING QUESTIONS ON HEART CARE, EMERGENCY MEDICINE, DIABETES, NEUROSCIENCE, WOMEN'S HEALTH, AND YOUR OWN HEALTH ISSUES, MUNROE REGIONAL'S REGISTERED NURSE AND TRAINED ASSOCIATES ALSO PROVIDED PHYSICIAN REFERRAL INFORMATION. IN 2011, THE HEALTH RESOURCE LINE MADE 3,821 REFERRALS TO PHYSICIANS AND RECEIVED 11,768 CALLS FROM THE COMMUNITY OF WHICH 996 REQUIRED RN ASSISTANCE. ADDITIONAL OUTREACH PROGRAMS INCLUDE: -MUNROE REGIONAL'S MIDWIFERY SERVICE THAT PROVIDED PRENATAL CARE AND DELIVERY FOR 437 LOW-INCOME PATIENTS IN 2011. -A DEVELOPMENTAL SCREENING FOR PRESCHOOL CHILDREN THAT PROVIDED FREE HEARING, VISION, MOTOR DEVELOPMENT SPEECH AND LANGUAGE. -FUNDS GENERATED BY CONTINUING EDUCATION PROGRAMS FOR SPEECH LANGUAGE PATHOLOGISTS ARE USED TO PROVIDE THERAPY FOR MEDICALLY NEEDY PATIENTS. -MUNROE REGIONAL IS THE ONLY FACILITY IN THE COMMUNITY, WHICH ACCEPTS MEDICAID, CMS AND VOCATIONAL REHAB FUNDING FOR THE TREATMENT OF HEARING AND SPEECH DISORDERS. -INTERNSHIP PROGRAMS FOR STUDENTS IN NURSING, RADIOLOGY, SOCIAL WORK, PHYSICAL THERAPY AND OTHER ALLIED HEALTH FIELDS. -A MAMMOGRAM PROGRAM PROVIDING FREE MAMMOGRAMS TO INDIGENT CLIENTS AT HEART OF FLORIDA HEALTH CENTER AND THE DEPARTMENT OF HEALTH. -ASSISTANCE WITH SUPPORT GROUPS FOR STROKE, PARKINSON'S DISEASE, FACIAL PAIN, MULTIPLE SCLEROSIS AND SPINAL CORD PATIENTS. -SUPPORT FOR THE REGIONAL HEALTH INFORMATION ORGANIZATION (RHIO) HEALTHY OCALA, PROVIDING DATA CENTER FACILITIES AND OPERATIONAL SUPPORT FOR COMPUTER SYSTEM HOSTING. OTHER CHANGES IN NET ASSETS OR FUND BALANCES PART XI, LINE 5 After reassessing its articles of incorporation and bylaws, the Health System determined that it meets the definition of a governmental entity and thus, should apply U.S. generally accepted accounting principles applicable to governmental entities. The Health System had previously reported following the provisions established by the Financial Accounting Standards Board (FASB). Net assets at September 30, 2010 have been restated for the adoption of provisions established by the Governmental Accounting Standards Board (GASB). The financial statements accounts primarily affected by the adoption were pension assets, derivatives, bonds payable and other assets. Net assets at September 20, 2010 as previously reported $182,989,954 Adjusted for: (a) Defined benefit pension plans $ 16,932,616 (b) Derivative instruments $ 3,973,146 (c) Losses on debt refundings $ 2,412,927 (d) Elimination of equity method investment $ (240,653) Total Adjustments $ 23,078,036 Net Assets at September 31, 2010 as restated $206,067,990 Total Adjustments resulting from GASB Adoption $ 23,078,036 Unrealized Losses $ (4,457,892) Total changes in net assets or fund balances $ 18,620,144 MUNROE REGIONAL MEDICAL CENTER AUXILIARY 1500 SW 1st Ave Ocala FL 34471 591755349 VOLUNTEER SER FL 501(C)(3) 3 na Ocala Healthcare Associates LLP 9848 SW 110th Street Ocala FL 34481 Healthcare FL na related 736028 3164847 false 0 false 0.62500 Timberridge Imaging Center LLP PO Box 6200 Ocala FL 34478 570978847 Medical Imaging FL na related 587489 715439 false 0 false 0.50000 false false false false false false false false true false false false false false false false false true