2011-11-15T11:29:55-06:00 2010-12-31 DELOITTE TAX LLP 1111 BAGBY STREET SUITE 4500 HOUSTON TX 770022591 990 2010-01-01 730657693 SSM HEALTH CARE OF OKLAHOMA INC SSMH 3149947800 477 N LINDBERGH ST LOUIS MO 63141 JUNE L PICKETT 3149947800 2011-11-15 1 NANCY Z EVETTS 7139822000 2010 2016-03-07 17:11:31Z SEE SCHEDULE O CHRIS HOWARD 1000 N LEE OKLAHOMA CITY OK 73101 354727925 0 0928 X WWW.SAINTSOK.COM X 1995 OK THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE PROVIDE THE HEALING PRESENCE OF GOD. 16 10 3214 51 0 0 1322768 2006303 322612525 341784324 -1693189 -50605 12863706 8057290 335105810 351797312 0 0 0 0 142147580 155913064 0 0 0 195206622 196730010 337354202 352643074 -2248392 -845762 225264611 213320396 175159296 163373257 50105315 49947139 X THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE PROVIDE THE HEALING PRESENCE OF GOD. 0 0 296532867 345576913 SEE SCHEDULE O 296532867 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 340 0 1 3214 1 0 0 0 0 0 0 0 0 0 0 X 16 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X TONI CRUZ 4052807500 PO BOX 205 OKLAHOMA CITY OK 73101 X CHAD ADUDDELL 40.00 X 0 308081 79343 MT BERRY 1.00 X 0 0 0 GLORIA GRIFFIN 1.00 X 0 0 0 DAVID HARLOW 1.00 X 0 0 0 JOE HODGES 40.00 X 0 480574 163321 HOUSTON HUFFMAN JR 1.00 X 0 0 0 JENEE LISTER 1.00 X 0 0 0 JUDY LOVE 1.00 X 0 0 0 JOHN RICHELS 1.00 X 0 0 0 KERSEY WINFREE MD 40.00 X 93108 0 0 SR MARY JEAN RYAN FSM 1.00 X X 0 0 0 WILLIAM P THOMPSON 1.00 X X 0 1188452 605422 MARGARET SALYER 1.00 X 0 0 0 ROYCE HAMMONS 1.00 X 0 0 0 JAMES HYDE 1.00 X 0 255630 193109 RICHARD BOOTHE MD 40.00 X 363090 0 172584 CHRIS D HOWARD 1.00 X 0 643777 218635 KRIS A ZIMMER 1.00 X 0 723982 180212 JUNE L PICKETT 1.00 X 0 220736 179387 RAMONA CAREY 40.00 X 74039 0 67518 SHASTA R MANUEL 40.00 X 264460 0 45943 TAMARA L POWELL 40.00 X 268283 0 94559 STEPHEN D POWELL 40.00 X 256605 0 66728 CYNTHIA L BRUNDIGE 40.00 X 212245 0 93088 MARTI F JOURDEN 40.00 X 172114 0 157897 JOHN R MOBLEY 40.00 X 168727 0 94718 PAUL R MILLER MD 40.00 X 1178530 0 103523 KEITH J KASSABIAN 40.00 X 661514 0 99819 BRENDA MULLINS 40.00 X 738806 0 169086 SCOTT K LUCAS 40.00 X 775035 0 123127 JASON EMERSON 40.00 X 703975 0 109821 WILLIAM SCHOENHARD 0.00 X 0 0 0 5930531 3821232 3017840 121 1 1 0 SODEXO MARRIOTT SERVICES 1000 NORTH LEE STREET OKLAHOMA CITY OK 73101 FOOD SERVICES 9753419 MORNINGSTAR EMERGENCY PHYSICIANS INC 34 SW 89TH STREET STE A OKLAHOMA CITY OK 73139 PHYSICIAN SERVICES 4490844 INSIGHT CREATIVE GROUP INC 19 NE 9TH OKLAHOMA CITY OK 73104 MARKETING 1910733 GUARANTY LAUNDRY 911 N HARVEY OKLAHOMA CITY OK 73102 LAUNDRY SERVICES 806256 ST ANTHONY HOSPITAL CARDIOVASCULAR 1000 N LEE OKLAHOMA CITY OK 73101 CARDIOVASCULAR SERVICES 800000 41 1624152 382151 2006303 NET PATIENT REVENUE 621950 335025149 335025149 OTHER REVENUE 900099 6759175 6759175 341784324 -160253 -160253 3179648 2928730 250918 250918 250918 111531 1883 111531 -1883 109648 109648 MANAGEMENT FEES 541610 3792589 3792589 CAFETERIA REVENUE 722320 3323653 3323653 GIFT SHOP REVENUE 453220 690130 690130 7806372 351797312 345576913 0 4214096 3917633 3917633 118842930 91802023 27040907 7251662 5567349 1684313 17858289 13532789 4325500 8042550 6031913 2010637 30026712 23770573 6256139 753292 263653 489639 193192 193192 15995219 14230008 1765211 2606616 2606616 75909197 73771252 2137945 14460831 14043839 416992 9887668 8404517 1483151 767659 614127 153532 123959 105365 18594 5043715 3782786 1260929 14259613 12120671 2138942 5446343 4629392 816951 BAD DEBT 17850950 17850950 MISCELLANEOUS EXPENSES 3405044 3405044 352643074 296532867 56110207 0 3237579 19884785 -3080596 43081666 47409823 1764203 5211839 5357881 2296716 351538249 225013801 132438055 126524448 19093395 21349711 407047 13608455 225264611 213320396 38775108 28520813 136384188 134852444 175159296 163373257 X 44484586 44091394 5545156 5780172 75573 75573 50105315 49947139 225264611 213320396 X -845762 687586 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 46667 0 0 0 0 0 46667 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: TAXPAYER HAS HIRED A PAID LOBBYIST WHOSE ACTIVITIES INCLUDE SERVING AS LIAISON TO CITY, STATE, AND FEDERAL OFFICIALS. HE TRACKS AND EVALUATES HEALTH CARE AND OTHER LEGISLATION THAT MAY HAVE AN IMPACT ON THE SYSTEM, EXPLORES AND EVALUATES POSSIBLE FUNDING OPPORTUNITIES FOR SSM OK, AND SERVES AS THE SPOKESPERSON TO LEGISLATIVE COMMITTEES AND STATE AGENCIES FOR THE SYSTEM ON LEGISLATIVE ISSUES. THE LOBBYIST'S ACTIVITIES INCLUDE DIRECT MAILINGS, DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS. MAJOR ISSUES ADDRESSED INCLUDE MEDICAID FUNDING AND REIMBURSEMENTS, DSH PAYMENTS, NICHE HOSPITALS, AND OTHER VARIOUS MATTERS. HE HAS ALSO WORKED WITH CITY, COUNTY, AND STATE OFFICIALS REGARDING MEDICAID FUNDING, PATIENT SAFETY, INMATE CARE AND OTHER LEGISLATION MATTERS. HIS SALARY AND EXPENSES WERE $46,667 WITH NO BENEFITS. 75573 75573 75573 13499 13168 331 75573 75573 75573 1.00000 0 1 1 6212015 6212015 191916082 113748807 78167275 3313562 2688283 625279 135117472 106580568 28536904 14979118 1996143 12982975 126524448 BENEFICIAL INTEREST IN FOUNDATION 18251502 F INVESTMENT IN JOINT VENTURES 2728860 F SSM CENTRAL INVESTMENT POOL 369349 F 21349711 DUE FROM AFFILIATES 11258572 OTHER RECEIVABLES 2349883 13608455 DUE TO AFFILIATES 596489 THIRD PARTY PAYOR 3626698 PENSION FUNDING LIABILITY 7725581 ASSET RETIREMENT OBLIGATION 189705 DEFERRED COMPENSATION LIABLITY 885217 ALLOCATED TAX EXEMPT BOND DEBT (ISSUED BY SSM HEALTH CARE) 121828754 134852444 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PERMANENT ENDOWMENT FUNDS ARE HELD FOR THE PURPOSE OF PROVIDING NURSING SCHOLARSHIPS TO NURSING STUDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: SSM HEALTH CARE OF OKLAHOMA'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SSM HEALTH CARE CORPORATION (SSMHC), A RELATED ORGANIZATION. SSMHC EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2010 OR 2009. 1 1 X 1 X 1 X 0.0 1 1 1 0 1 1 6883753 6883753 0.02060 48586008 45219536 3366472 0.01010 55469761 45219536 10250225 0.03070 99392 1881 97511 0.00030 5198768 2007061 3191707 0.00950 41463 41463 0.00010 5339623 2008942 3330681 0.00990 60809384 47228478 13580906 0.04060 5417 5417 0.00000 120188 120188 0.00040 125605 125605 0.00040 1 12290213 95185501 84140635 11044866 X 1 1 1 ST ANTHONY MIDTOWN AMBUL SURGERY CENTER LLC SURGERY SERVICES 0.84000 0.16000 2 ST ANTHONY HOSPITAL CARDIOVASCULAR SERVICES INSTITUTE LLC MANAGEMENT SERVICES 0.25000 0.75000 3 B&JMCBRIDE OFFICE BUILDING LLC MEDICAL OFFICE BUILDING 0.50000 0.50000 4 CLASSEN ASSOCIATES AN OKLA GENERAL PTNS MEDICAL OFFICE BUILDING 0.72000 0.28000 6 BONE & JOINT MANAGEMENT COMPANY LLC MANAGEMENT SERVICES 0.30000 0.70000 3 1 ST ANTHONY HOSPITAL

1000 N LEE OKLAHOMA CITY OK 73103

X X X 2 BONE & JOINT AT ST ANTHONY

1111 N DEWEY AVENUE OKLAHOMA CITY OK 73103

X X X 3 COMMUNITY HOSPITAL

3100 SOUTH WEST 89TH STREET OKLAHOMA CITY OK 73159

X NA 1 27 SAINTS FAMILY HEALTH CENTER EAST

15679 NE 23RD STREET CHOCTAW OK 73020

PRIMARY CARE CLINIC SAINTS FAMILY HEALTHCARE & GYNECOLOGY

220 SW 89TH STE A OKLAHOMA CITY OK 73139

PRIMARY CARE CLINIC SAINT ANTHONY FAMILY MEDICINE CENTER

608 NW 9TH STREET SUITE 1100 OKLAHOMA CITY OK 73102

PRIMARY CARE CLINIC SAINTS MEDICINE ASSOCIATES

6205 N SANTA FE AVE OKLAHOMA CITY OK 73118

PRIMARY CARE CLINIC SAINTS METRO MEDICAL ASSOCIATES

120 N ROBINSON SUITE 153W OKLAHOMA CITY OK 73102

PRIMARY CARE CLINIC SAINTS MUSTANG COMPLETE CARE

501 N MUSTANG RD OKLAHOMA CITY OK 73064

PRIMARY CARE CLINIC SAINTS PEDIATRICS

608 NW 9TH STREET SUITE 3000 OKLAHOMA CITY OK 73102

PRIMARY CARE CLINIC SAINTS PEDIATRIC ASSOCIATES

608 NW 9TH STREET SUITE 5100 OKLAHOMA CITY OK 73102

PRIMARY CARE CLINIC SAINT ANTHONY PHYSICIANS NORTH

6201 N SANTA FE SUITE 2010 OKLAHOMA CITY OK 73118

PRIMARY CARE CLINIC SAINTS PRIMARY CARE PHYSICIANS NORTH

6201 N SANTA FE SUITE 2020 OKLAHOMA CITY OK 73118

PRIMARY CARE CLINIC SAINT ANTHONY HERITAGE FAMILY MEDICINE

6908 E RENO AVE MIDWEST CITY OK 73110

PRIMARY CARE CLINIC SAINTS CARDIOVASCULAR INSTITUTE

608 NW 9TH STREET SUITE 4000 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC CENTER FOR INTEGRATIVE WOMEN'S HLTH CARE

608 NW 9TH STREET SUITE 2100 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC INTERNAL MEDICINE DOWNTOWN

608 NW 9TH STREET SUITE 6110 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC SAINTS THORACIC & CARDIOVASCULAR SURGERY

608 NW 9TH STREET SUITE 2100 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY PULMONARY SPECIALTY CLINIC

608 NW 9TH STREET SUITE 3110 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC OKLA SAINTS NEUROLOGYNEUROMUSCULAR CNTR

535 NW 9TH STREET SUITE 235 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC SAINTS DERMATOLOGY

608 NW 9TH STREET SUITE 3206 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY N SCORE & OCCUPATIONAL HLTH

6201 N SANTA FE SUITE 200 OKLAHOMA CITY OK 73118

OUTPATIENT CLINIC ST ANTHONY CARDIOVASCULAR CARE

608 NW 9TH STREET SUITE 4106 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY BREAST CARE SERVICES

535 NW 9TH STREET SUITE 100 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY GENERAL SURGERY

535 NW 9TH STREET SUITE 330 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY HEMATOLOGYONCOLOGY

1011 N DEWEY AVE OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY NUEROSURGERY

535 NW 9TH STREET SUITE 205 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY PAIN MANAGEMENT

535 NW 9TH STREET SUITE 205 OKLAHOMA CITY OK 73102

OUTPATIENT CLINIC ST ANTHONY NORTH ASC

6205 N SANTA FE AVE OKLAHOMA CITY OK 73118

AMBULATORY SURGERY CENTER NORTHWEST SURGICAL

9204 N MAY AVE OKLAHOMA CITY OK 73130

AMBULATORY SURGERY CENTER PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 17850950. SCHEDULE H, PART I, QUESTION 3BELIGIBILITY FOR DISCOUNTED CARESSM HEALTH CARE OF OKLAHOMA USES FEDERAL POVERTY GUIDELINES (FPG) TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS.THE APPLICABLE PERCENTAGE VARIES BASED ON HOW MUCH THE APPLICANT'S INCOME EXCEEDS FPG GUIDELINES. THE FOLLOWING SCHEDULE IS USED TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE:APPLICANT'S INCOME IS CHARITY CARE PERCENTAGELESS THAN OR EQUAL TO 2 TIMES FPG 100%MORE THAN 2 TIMES, LESS THAN 2.5 TIMES FPG 80%MORE THAN 2.5 TIMES, LESS THAN 3 TIMES FPG 60%MORE THAN 3 TIMES, LESS THAN 3.5 TIMES FPG 40%MORE THAN 3.5 TIMES, LESS THAN 4 TIMES FPG 20%4 OR MORE TIMES FPG 0%SCHEDULE H, PART I, QUESTION 3COTHER CRITERIA FOR FREE OR DISCOUNTED CAREAN EXCEPTION TO THE SLIDING SCALE IS PROVIDED FOR A PATIENT'S BALANCE DUE IF THE AMOUNT IS TOO LARGE TO BE REASONABLY PAID THROUGH AN INSTALLMENT PLAN OVER FOUR YEARS GIVEN THE FAMILY INCOME AND EXPENSES. TO FURTHER STREAMLINE AND AUTOMATE THE FINANCIAL ASSISTANCE PROCESS, SSM HEALTH CARE OF OKLAHOMA WILL AUTOMATICALLY CONSIDER 100% OF THE PATIENT ACCOUNT AS CHARITY IF THE COMMERCIAL SOFTWARE SYSTEM (SEARCHAMERICA) INDICATES THAT THE PATIENT IS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL). THIS PROCESS IS CALLED "PRESUMPTIVE ELIGIBILITY". SCHEDULE H, PART I, QUESTION 6ACOMMUNITY BENEFIT REPORTINGSSM HEALTH CARE OF OKLAHOMA IS PART OF THE INTEGRATED HEALTH SYSTEM KNOWN AS SSM HEALTH CARE. IN AN EFFORT TO STRENGTHEN ITS COMMUNITY BENEFIT PROGRAM, SSM HEALTH CARE PLANS FOR, MEASURES, AND COMMUNICATES IN AN ANNUAL REPORT CHARITY CARE PROVIDED TO PERSONS WHO ARE LOW INCOME, THE UNPAID COSTS OF PUBLIC PROGRAMS AND OTHER ACTIVITIES THAT RESPOND TO COMMUNITY NEED, IMPROVE COMMUNITY HEALTH, OR REACH OUT TO LOW INCOME AND VULNERABLE PERSONS. SSM HEALTH CARE'S 2010 ANNUAL COMMUNITY BENEFIT REPORT FOR THE SYSTEM CAN BE FOUND AT WWW.SSMHC.COM.SCHEDULE H, PART I, QUESTION 7DESCRIPTION OF COSTING METHODOLOGYCHARITY CARE COSTING METHODOLOGY: THE COST OF CHARITY CARE IS CALCULATED IN COMPLIANCE WITH CATHOLIC HEALTH ASSOCIATION (CHA) GUIDELINES. A COST TO CHARGE RATIO CALCULATED USING THE IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGE, WAS USED TO COMPUTE CHARITY CARE AT COST. THIS IS THE RATIO OF TOTAL ADJUSTED OPERATING EXPENSE TO TOTAL GROSS PATIENT REVENUE. THE GROSS REVENUE AMOUNT IS A GROSS AMOUNT PRIOR TO CONTRACTUAL ADJUSTMENTS AND BAD DEBTS. BOTH GROSS REVENUE AND COST ARE BASED ON CHARGES AT DATE/TIME OF SERVICE.UNREIMBURSED MEDICAID COSTING METHODOLOGY: THE COST OF UNREIMBURSED MEDICAID IS CALCULATED IN COMPLIANCE WITH CATHOLIC HEALTH ASSOCIATION (CHA) GUIDELINES. A COST TO CHARGE RATIO CALCULATED UTILIZING IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGE, WAS USED TO COMPUTE UNREIMBURSED MEDICAID COSTS. THIS IS THE RATIO OF TOTAL ADJUSTED OPERATING EXPENSE TO TOTAL GROSS PATIENT REVENUE. THE GROSS REVENUE AMOUNT IS A GROSS AMOUNT PRIOR TO CONTRACTUAL ADJUSTMENTS AND BAD DEBTS. BOTH GROSS REVENUE AND COST ARE BASED ON CHARGES AT DATE/TIME OF SERVICE. COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS COSTING METHODOLOGY: THE COSTS FOR THESE PROGRAMS WERE DERIVED FROM THE ACTUAL COSTS INCURRED IN THESE AREAS. THE EXPENDITURES ARE DETERMINED BASED ON ACTUAL INVOICES OR DOLLAR AMOUNTS SPENT AND CHARGED TO THESE DEPARTMENTS.HEALTH PROFESSIONAL EDUCATION COSTING METHODOLOGY: THE EXPENSES FOR HEALTH PROFESSION EDUCATION WERE TAKEN FROM THE DEPARTMENT'S INCOME AND EXPENSE STATEMENT, DERIVED FROM THE ACCOUNTING SYSTEM. AMOUNTS PAID FROM RESIDENT DEPARTMENTS WERE ALSO INCLUDED.RESEARCH COSTING METHODOLOGY: RESEARCH EXPENSES WERE TAKEN FROM THE INCOME AND EXPENSE STATEMENT FOR THE RESEARCH DEPARTMENTS, DERIVED FROM THE ACCOUNTING SYSTEM.CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS COSTING METHODOLOGY: CONTRIBUTION EXPENDITURES ARE BASED ON ACTUAL INVOICES THAT WERE CAPTURED AND REPORTED FOR THIS PROGRAM. SCHEDULE H, PART IICOMMUNITY BUILDING ACTIVITIESSSM HEALTH CARE OF OKLAHOMA PARTICIPATES IN A WIDE ARRAY OF COMMUNITY AND CIVIC ORGANIZATIONS IN THE PROMOTION OF HEALTH CARE AND COMMUNITY BUILDING ACTIVITIES. SPECIFIC ACTIVITIES REPORTED IN PART II OF SCHEDULE H INCLUDE THE FOLLOWING: COMMUNITY BUILDING & PHYSICAL IMPROVEMENTS: PARTICIPATE IN REBUILDING TOGETHER WITH USE OF STAFF TO IMPROVE/REPAIR HOMES OF LOW INCOME ELDERLY PERSONS IN THE COMMUNITY.COMMUNITY BUILDING & WORKFORCE DEVELOPMENT: EDUCATE AND INFORM PHARMACY STUDENTS OF OPPORTUNITIES AND BENEFITS OF WORKING IN THE HOSPITAL SETTING. SCHEDULE H, PART III, SECTION A, LINE 4BAD DEBT EXPENSESSM HEALTH CARE OF OKLAHOMA IS PART OF THE SSM HEALTH CARE CONSOLIDATED AUDIT. THE FOOTNOTE THAT REFERENCES BAD DEBT EXPENSE IN THE DECEMBER 31, 2010 CONSOLIDATED AUDIT IS AS FOLLOW:"IN LINE WITH ITS MISSION, SSMHC PROVIDES SERVICES TO PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY FOR THOSE SERVICES. FOR SOME OF ITS PATIENT SERVICES, SSMHC RECEIVES NO PAYMENT OR PAYMENT THAT IS LESS THAN THE FULL COST OF PROVIDING THE SERVICES.SSMHC VOLUNTARILY PROVIDES FREE CARE TO PATIENTS WHO ARE UNABLE TO PAY FOR ALL OR PART OF THEIR HEALTH CARE EXPENSES AS DETERMINED BY SSMHC'S CRITERIA FOR FINANCIAL ASSISTANCE. BECAUSE SSMHC DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS PATIENT SERVICE REVENUES.IN SOME CASES, SSMHC DOES NOT RECEIVE THE AMOUNT BILLED FOR PATIENT SERVICES EVEN THOUGH IT DID NOT RECEIVE INFORMATION NECESSARY TO DETERMINE IF THE PATIENTS MET THE CRITERIA FOR FINANCIAL ASSISTANCE. BAD DEBTS EXPENSE IS THE ESTIMATED AMOUNT OF PATIENT SERVICE REVENUES THAT SSMHC WILL NOT COLLECT."BAD DEBT COSTING METHODOLOGY: BAD DEBT EXPENSE REPORTED IN THE 2010 ANNUAL LICENSING SURVEY OF MISSOURI HOSPITALS WAS USED, MULTIPLIED BY THE COST TO CHARGE RATIO USING IRS WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES.BAD DEBT EXPENSE REPORTED ON LINE 2 FOR THE YEAR ENDED DECEMBER 31, 2010 WAS $35,509,978 AT CHARGES AND $12,290,213 AT COST.SSM HEALTH CARE OF OKLAHOMA DID NOT MAKE AN ESTIMATE OF THE ORGANIZATION'S BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.SCHEDULE H, PART III, SECTION B, LINE 8MEDICARE SHORTFALL INCLUDED IN COMMUNITY BENEFIT THE COST OF PROVIDING CARE TO MEDICARE ELIGIBLE PATIENTS IS GREATER THAN THE REIMBURSEMENT THAT MEDICARE ALLOWS ON THE MEDICARE COST REPORT. SSM HEALTH CARE OF OKLAHOMA CONSIDERS THIS SHORTFALL AS A COMPONENT OF COMMUNITY BENEFIT BECAUSE THE REIMBURSEMENT IS NOT NEGOTIATED AND SERVICES ARE PROVIDED REGARDLESS OF THE PATIENTS' ABILITY TO PAY. THE MEDICARE COSTS REPORTED ON LINE 6 WERE OBTAINED FROM THE 2010 MEDICARE COST REPORT. SCHEDULE H, PART III, SECTION C, LINE 9BCOLLECTION PRACTICESSSM HEALTH CARE OF OKLAHOMA HAS ESTABLISHED WRITTEN CREDIT AND COLLECTION POLICY AND PROCEDURES. THE BILLING AND COLLECTION POLICIES AND PRACTICES REFLECT THE MISSION AND VALUES OF SSM HEALTH CARE, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. THE HOSPITAL EMBRACES ITS RESPONSIBILITY TO SERVE THE COMMUNITIES IN WHICH IT PARTICIPATES BY ESTABLISHING SOUND BUSINESS PRACTICES. THE HOSPITAL'S BILLING AND COLLECTION PRACTICES WILL BE FAIR AND CONSISTENTLY APPLIED. ALL STAFF AND VENDORS ARE EXPECTED TO TREAT ALL PATIENTS CONSISTENTLY AND FAIRLY REGARDLESS OF THEIR ABILITY TO PAY. THEY RESPOND TO PATIENTS IN A PROMPT AND COURTEOUS MANNER REGARDING ANY QUESTIONS ABOUT THEIR BILLS AND PROVIDE NOTIFICATION OF THE AVAILABILITY OF CHARITY CARE AND FINANCIAL ASSISTANCE. ALL OUTSIDE COLLECTION AGENCIES MUST COMPLY WITH STATE AND FEDERAL LAWS, COMPLY WITH THE ASSOCIATION OF CREDIT AND COLLECTION PROFESSIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY AND COMPLY WITH SSM HEALTH CARE OF OKLAHOMA'S COLLECTION AND CHARITY POLICIES.SCHEDULE H, PART VI, LINE 2NEEDS ASSESSMENT PROCESSTHE ANNUAL STRATEGIC, FINANCIAL, AND HUMAN RESOURCES PLANNING PROCESS HAS INCLUDED AN ASSESSMENT OF THE COMMUNITY'S NEEDS TO INCLUDE THE IDENTIFICATION OF SPECIFIC AND MEASUREABLE HEALTHY COMMUNITIES' INITIATIVES. HEALTHY COMMUNITIES' INITIATIVES DEMONSTRATE THE LEADERSHIP ROLE THAT SSM HEALTH CARE OF OKLAHOMA IS TAKING IN IDENTIFYING, COMMUNICATING AND DEVELOPING RESPONSES TO HEALTH RELATED NEEDS IN THE COMMUNITY. AS OF JANUARY 2010, THE PRIMARY FOCUS OF SSM HEALTH CARE'S HEALTHY COMMUNITIES (HCIS) HAS BEEN ON ONE OF THE TOP-THREE CHRONIC DISEASES IN EACH ENTITY'S/NETWORK'S RESPECTIVE MARKET (E.G., CHF, DIABETES, ASTHMA) AS IDENTIFIED THROUGH, AMONG OTHER DATA SOURCES, COMMUNITY NEEDS ASSESSMENTS, CONSUMER/PUBLIC HEALTH STUDIES AND STATE/LOCAL HEALTH DEPARTMENT INFORMATION.COMMUNITY HEALTH IMPROVEMENT, WHICH WE PURSUE AS A SYSTEM PRIMARILY THROUGH HCIS UNDERTAKEN AT THE ENTITY LEVEL, IS FUNDAMENTAL TO OUR MISSION, VALUES, AND VISION. OVER THE YEARS MANY PEOPLE HAVE BENEFITED FROM OUR HCIS AND MUCH GOOD HAS COME FROM THEM. IN AN EFFORT TO BEST RESPOND TO COMMUNITY NEEDS, HCIS WILL REFOCUS ITS EFFORTS TOWARD A NEW APPROACH TO COMMUNITY HEALTH, AS OUTLINED HERE.CHRONIC DISEASE IS RAMPANT THROUGHOUT THE U.S WHERE ROUGHLY HALF OF ALL ADULTS AND 10% OF CHILDREN/ADOLESCENTS LIVE WITH AT LEAST ONE CHRONIC DISEASE. OF THESE AN ESTIMATED 13 MILLION LACK HEALTH INSURANCE AND THEREBY HAVE POORER ACCESS TO PREVENTIVE AND PRIMARY CARE SERVICES THAN THEIR INSURED COUNTERPARTS AND EXPERIENCE WORSE HEALTH-RELATED OUTCOMES, INCLUDING PREMATURE DEATH.IN RESPONSE TO THIS GROWING NATIONAL HEALTH CRISIS, SYSTEM MANAGEMENT HAS SET THE EXPECTATION THAT ALL SSM OPERATING ENTITIES, WORKING INDIVIDUALLY OR COLLECTIVELY AS NETWORKS, IN COLLABORATION WITH COMMUNITY PARTNERS, WILL DEVELOP HCIS FOCUSED ON THE CHRONIC DISEASE SELECTED THAT ADDRESSES THREE PILLARS THAT STRETCH ACROSS THE CARE CONTINUUM: - PREVENTION THROUGH COMMUNITY EDUCATION IN PARTNERSHIP WITH COMMUNITY HEALTH ORGANIZATIONS, LOCAL HEALTH AGENCIES, CHURCHES, CIVIC CENTERS, SCHOOLS, INSURANCE COMPANIES AND OTHER COMMUNITY PARTNERS. - ACCESS TO PRIMARY CARE SERVICES AND NECESSARY MEDICATIONS IN CONJUNCTION WITH COMMUNITY HEALTH ORGANIZATIONS, LOCAL HEALTH AGENCIES AND CLINICS, EMPLOYED COMMUNITY PHYSICIANS AND PHARMACEUTICAL COMPANIES. - INPATIENT CARE INCLUDING PATIENT EDUCATION, COMPREHENSIVE DISCHARGE PLANNING, MEDICATION RECONCILIATION, COORDINATION OF CARE ACROSS SETTINGS AND POST-DISCHARGE FOLLOW-UP.INITIALLY, THE STRATEGIC GOAL WILL BE TO REDUCE THE 30-DAY HOSPITAL READMISSION RATE FOR THE CHRONIC DISEASE SELECTED. THIS HAS THE MOST IMMEDIATE IMPACT. AS WE DEVELOP OUR COMMUNITY PARTNERSHIPS AND BEGIN TO IMPACT THE WHOLE CARE CONTINUUM, ADDITIONAL GOALS CAN BE ADDED THAT ADDRESS KEY INDICATORS OF COMMUNITY/POPULATION HEALTH (E.G., PREVALENCE AND INCIDENCE RATES, SCREENING RATES, HOSPITAL ADMISSION RATES, BEHAVIORAL AND LIFESTYLE FACTORS). ENTITIES MUST ESTABLISH SPECIFIC STRATEGIES AND DEVELOP CLEAR INDICATORS OR MEASURES OF SUCCESS TO TRACK PROGRESS. IN ADDITION TO THE HEALTHY COMMUNITIES INITIATIVES, EACH SSM HEALTH CARE HOSPITAL WILL CONDUCT A SEPARATE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). TO SUPPORT THE COMPLETION OF A CHNA IN ACCORDANCE WITH ESTABLISHED GUIDELINES, A SIX-STEP PROCESS WAS DEVELOPED. THE PROCESS DEFINES AN APPROACH THAT CAN BE USED TO ASSESS THE HEALTH NEEDS OF THE COMMUNITIES SERVED BY SSM HEALTH CARE AND DEVELOP STRATEGIES FOR MEETING THOSE NEEDS. THE PROCESS INCLUDES: - DEVELOP A PLAN TO ADDRESS HEALTH REFORM MANDATES TO INCLUDE DEFINING HOW THE ASSESSMENT AND BY WHOM THE ASSESSMENT WILL BE COMPLETED; IDENTIFYING THE STAKEHOLDERS INVOLVED; AND THE TIME FRAME FOR COMPLETION - PERFORM DATA COLLECTION INCLUDING IDENTIFYING THE GEOGRAPHIC AREA SERVED, ACCESSING SECONDARY DATA SOURCES AND COORDINATING INTERVIEWS, SURVEY AND/OR FOCUS GROUPS FOR PRIMARY DATA COLLECTION - PERFORM DATA ANALYSIS BY EVALUATING QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY AND PRIORITIZE HEALTH NEEDS AND OPPORTUNITIES - CREATE A PLAN WITH GOALS, STRATEGIES, ACTIONS, DUE DATES, AND RESOURCE REQUIREMENTS WHICH INCLUDES INPUT FROM CONSTITUENTS - OBTAIN APPROVAL FROM SYSTEM MANAGEMENT TO BE ADOPTED IN 2012 AND INCORPORATE THE CHNA INITIATIVES INTO THE STRATEGIC PLAN TO INCLUDE APPOINTING RESPONSIBILITY FOR IMPLEMENTING THE PLAN AND ASSIGNING A STEERING COMMITTEE TO MONITOR PROGRESS AS APPROPRIATE - COORDINATE COMMUNICATION TO THE PUBLIC, BOARDS, STAFF AND OTHER STAKEHOLDERS PROGRESS IN ADDRESSING TOP PRIORITIES IMPACTING COMMUNITY HEALTHADDITIONALLY, ST. ANTHONY AND BONE AND JOINT HOSPITAL AT ST. ANTHONY PARTICIPATE IN CENTRAL OKLAHOMA TURNING POINT, A NATIONAL PROGRAM TO PROMOTE LOCAL HEALTH INITIATIVES BY BUILDING HEALTHY COMMUNITIES THROUGH PUBLIC/PRIVATE PARTNERSHIPS. BONE AND JOINT HOSPITAL AT ST. ANTHONY COLLABORATES WITH STATE AGENCIES, HEALTHCARE PROVIDERS, AND EDUCATION AND BUSINESS LEADERS. BECAUSE OF ITS SPECIALTY HOSPITAL STATUS, BONE AND JOINT HOSPITAL AT ST. ANTHONY FOCUSES ON AREAS WHERE IT CAN MAKE AN IMPACT AND AS A RESULT, HAS CHOSEN OSTEOPOROSIS PREVENTION AS ITS COMMUNITY INITIATIVE. SCHEDULE H, PART VI, LINE 3PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEALL SSMHC FACILITIES WILL STRIVE TO PROVIDE EXCEPTIONAL HEALTH CARE SERVICES TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY. ALL BILLING AND COLLECTION POLICIES REFLECT THE MISSION AND VALUES OF SSMHC, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. SSMHC FACILITIES OFFER DISCOUNTS FOR HOSPITAL SERVICES TO ALL UNINSURED PERSONS. SELF-PAY DISCOUNTS APPLY TO EVERYONE WHO DOES NOT HAVE HEALTH INSURANCE, NO MATTER THEIR ABILITY TO PAY.EACH ENTITY PROVIDING MEDICAL SERVICE SHALL PROVIDE INFORMATION TO THE PUBLIC REGARDING ITS CHARITY CARE POLICIES AND THE QUALIFICATION REQUIREMENTS FOR EACH OF ITS FACILITIES. WHEN STANDARD SYSTEM NOTICES AND COMMUNICATION REGARDING CHARITY CARE ARE AVAILABLE, THESE MUST BE USED. MODIFICATIONS TO THE STANDARD MAY BE MADE TO COMPLY WITH STATE AND LOCAL LAWS, AS WELL AS REFLECT CULTURALLY SENSITIVE TERMINOLOGY FOR THE POLICY. ALL NOTICES ARE EASY TO UNDERSTAND BY THE GENERAL PUBLIC, CULTURALLY APPROPRIATE AND AVAILABLE IN THOSE LANGUAGES THAT ARE PREVALENT IN THE COMMUNITY.THEY PROVIDE INFORMATION ABOUT: - THE PATIENT'S RESPONSIBILITY FOR PAYMENT, - THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND ENTITY CHARITY CARE AND PAYMENT ARRANGEMENTS, - THE ENTITY'S CHARITY POLICY AND APPLICATION PROCESS, AND - WHO TO CONTACT TO GET ADDITIONAL INFORMATION OR FINANCIAL COUNSELING.THE FOLLOWING TYPES OF NOTICES TO THE PUBLIC ARE PROVIDED: - SIGNS IN THE EMERGENCY DEPARTMENT, OUTPATIENT AND INPATIENT REGISTRATION AND PUBLIC WAITING AREAS. - BROCHURES OR FLYERS PROVIDED AT TIME OF REGISTRATION AND AVAILABLE IN THE FINANCIAL COUNSELING AREAS. - NOTICES SENT WITH OR ON PATIENT BILLS OR COMMUNICATIONS SENT TO PATIENTS AND GUARANTORS RELATED TO MEDICAL SERVICES. - APPLICATIONS PROVIDED TO UNINSURED PATIENTS AT THE TIME OF REGISTRATION.THE APPLICATION FOR CHARITY CARE, TOGETHER WITH ANY INSTRUCTIONS, MUST CLEARLY STATE THE POLICIES REGARDING CHARITY CARE, INCLUDING EXCLUDED SERVICES, ELIGIBILITY CRITERIA AND DOCUMENTATION REQUIREMENTS. INFORMATION ABOUT THE ENTITY'S CHARITY POLICIES IS ALSO PROVIDED TO PUBLIC AGENCIES.SCHEDULE H, PART VI LINE 4COMMUNITY INFORMATIONSSM HEALTH CARE OF OKLAHOMA'S MARKET IS DEFINED BY ITS PRIMARY AND SECONDARY SERVICE AREA. THE PRIMARY SERVICE AREA INCLUDES OKLAHOMA, CANADIAN, CLEVELAND AND POTTAWATOMIE COUNTIES, AND THE SECONDARY MARKET IS COMPRISED OF 11 RURAL COUNTIES SURROUNDING OKLAHOMA CITY, OKLAHOMA. THE TOTAL POPULATION OF THE PRIMARY AND SECONDARY MARKET IS APPROXIMATELY 1.5 MILLION. THE PRIMARY SERVICE AREA EXPERIENCED AN AVERAGE POPULATION PERCENT INCREASE FROM 2000 TO 2010 OF 17%. THE AVERAGE HOUSEHOLD INCOME IS $49,123 WITH 13% OF THE POPULATION LIVING BELOW THE POVERTY LEVEL. ST. ANTHONY PROVIDES GENERAL, TERTIARY ACUTE CARE SERVICES INCLUDING CARDIOLOGY, ONCOLOGY, BEHAVIORAL MEDICINE, SURGERY, KIDNEY TRANSPLANTATION, AND A VARIETY OF OTHER DISCIPLINES. ST. ANTHONY HAS BROUGHT MANY "FIRSTS" TO HEALTH CARE IN OKLAHOMA (FIRST ICU, FIRST KIDNEY TRANSPLANT, FIRST NEUROSURGICAL INSTITUTE), INCLUDING BRINGING THE STATE'S ONLY CYBERKNIFE TECHNOLOGY TO OKLAHOMANS. BONE AND JOINT HOSPITAL AT ST. ANTHONY IS UNIQUE IN THAT THE HOSPITAL, PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS ARE COMMITTED SOLELY TO ORTHOPEDIC CARE. OUR STAFF OFFERS A RANGE OF ORTHOPEDIC SERVICES INCLUDING HIP AND KNEE REPLACEMENT, SPINE SURGERY, PAIN MANAGEMENT, SPORTS MEDICINE, ARTHROSCOPIC PROCEDURES, FOOT AND ANKLE SURGERY, HAND SURGERY, AND ROBOTIC SURGERY.THROUGH SAINTS MEDICAL GROUP, SSM HEALTH CARE OF OKLAHOMA PROVIDES PRIMARY CARE PHYSICIANS IN FAMILY MEDICINE, INTERNAL MEDICINE AND PEDIATRICS. SPECIALTY SERVICE LINES INCLUDE CARDIOLOGY, DERMATOLOGY, NEUROLOGY, OBSTETRICS/GYNECOLOGY, ORTHOPEDICS, PULMONARY, THORACIC SURGERY, VASCULAR SURGERY, DIAGNOSTIC/MEDICAL TESTING SERVICES, AND A OCCUPATIONAL HEALTH NETWORK.SCHEDULE H, PART VI LINE 5PROMOTION OF COMMUNITY HEALTHSSM HEALTH CARE'S MISSION STATEMENT IS "THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD." SSM HEALTH CARE OF OKLAHOMA PARTICIPATES IN A WIDE ARRAY OF COMMUNITY PROGRAMS THROUGHOUT THE AREA TO FURTHER ITS EXEMPT PURPOSE OF PROMOTING THE HEALTH OF THE COMMUNITY. SOME EXAMPLES INCLUDE THE FOLLOWING:BONE AND JOINT HOSPITAL AT ST. ANTHONY OFFERS COMMUNITY EDUCATION AND SCREENING OPPORTUNITIES TO AREA ORGANIZATIONS AND THE GENERAL PUBLIC. SPECIAL ATTENTION IS GIVEN TO ENSURE THAT DIVERSE GROUPS OF THE LOCAL POPULATION ARE IDENTIFIED AND PROVIDED WITH EDUCATIONAL/SCREENING OPPORTUNITIES.BONE AND JOINT HOSPITAL AT ST. ANTHONY OFFERS ONGOING COMMUNITY EDUCATION REGARDING OSTEOARTHRITIS, OSTEOPOROSIS, SPINE PAIN AND OTHER ORTHOPEDIC-RELATED TOPICS. THE CLASSES ARE FREE OF CHARGE AND FEATURE A BONE AND JOINT HOSPITAL AT ST. ANTHONY PHYSICIAN WHO DONATES HIS TIME FOR THE SEMINARS.BONE AND JOINT HOSPITAL AT ST. ANTHONY PARTICIPATES IN HEALTH FAIRS WHERE FREE BONE DENSITY SCREENINGS ARE OFFERED. THROUGH THE FREE CLINIC, CROSS AND CROWN, BONE AND JOINT HOSPITAL AT ST. ANTHONY PROVIDED FREE X-RAY SERVICES TO 14 UNINSURED INDIVIDUALS REFERRED TO US BY THE CLINIC IN 2010. FURTHER, BONE AND JOINT HOSPITAL AT ST. ANTHONY SUPPORTS THE EFFORTS OF THE ARTHRITIS FOUNDATION BY SUPPORTING FUNDRAISING AND AWARENESS EFFORTS INCLUDING BEING THE TITLE SPONSOR OF THE LOCAL CHAPTER'S ANNUAL ARTHRITIS WALK. ST. ANTHONY HOSPITAL SPONSORED VARIOUS EDUCATIONAL EVENTS INCLUDING ITS ANNUAL STROKE OF COURAGE PROGRAM TO RAISE STROKE AWARENESS AND ITS CELEBRITY CHEF EVENT TO PROMOTE HEART HEALTHY EATING. THE HOSPITAL AND ITS EMPLOYEES PARTICIPATE IN REBUILDING TOGETHER TO REHABILITATE A HOME FOR AN INDIVIDUAL WITHIN THE COMMUNITY WHO DOES NOT HAVE THE MEANS TO MAKE NECESSARY REPAIRS TO ENSURE A SAFE, WARM HOME. ST. ANTHONY ALSO PROVIDED SUPPLIES TO BENEFIT LITTLE FLOWER CLINIC THAT PROVIDES CARE TO THE UNDERSERVED IN ITS COMMUNITY IN 2010.ADDITIONALLY, NUMEROUS SUPPORT GROUPS, CHILDBIRTH CLASSES, MEDIA HEALTH INFORMATION STORIES, SEMINARS ON A RANGE OF HEALTHY TOPICS, HEALTH FAIRS AND HEALTH PROFESSIONALS PROVIDE SUBSTANTIAL BENEFIT TO THE COMMUNITY. IN 2010, THE HOSPITAL INTRODUCED THE MIDTOWN MARKET AT SAINTS, A COMMUNITY LOCAL FOOD FARMERS' MARKET HOSTED WEEKLY ON THE HOSPITAL CAMPUS FROM MAY THROUGH OCTOBER. IT ALSO SPONSORED OTHER EVENTS TO SUPPORT COMMUNITY HEALTH AND FITNESS INCLUDING THE DOWNTOWN DASH (3RD YEAR TO SPONSOR) AND REDBUD CLASSIC (THE 29TH YEAR TO SPONSOR) AS WELL AS THE AMERICAN HEART ASSOCIATION HEART WALK. THE HOSPITAL WEBSITE, SAINTSOK.COM, PROVIDES HEALTH INFORMATION USEFUL TO THE COMMUNITY THROUGH A COMPILATION OF HEALTH EDUCATION TOPICS, HEALTH RISK APPRAISALS, AND OTHER TOOLS DESIGNED TO ASSIST INDIVIDUALS WITH HEALTH CONCERNS AND ENCOURAGE A HEALTHIER LIFESTYLE. THESE SERVICES ARE IN ADDITION TO THE TRADITIONAL CHARITY CARE PROVIDED CONSISTENT WITH THE HOSPITAL'S MISSION. SSM HEALTH CARE OF OKLAHOMA ALSO FURTHERS ITS EXEMPT PURPOSE WITH THE FOLLOWING ACTIVITIES: - OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY, - HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA, - HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY - ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS, - PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS SCHEDULE H, PART VI LINE 6AFFILIATED HEALTH CARE SYSTEMSSM HEALTH CARE OF OKLAHOMA IS A HEALTH CARE NETWORK THAT ENCOMPASSES SSM HEALTH CARE FACILITIES IN OKLAHOMA. THIS CONSISTS OF TWO HOSPITALS IN OKLAHOMA CITY, BONE AND JOINT HOSPITAL AT ST ANTHONY AND ST ANTHONY HOSPITAL AND A PHYSICIAN ORGANIZATION, SAINTS MEDICAL GROUP. SSMOK IS SPONSORED BY THE FRANCISCAN SISTERS OF MARY AND IS OWNED AND OPERATED BY SSM HEALTH CARE (SSMHC) BASED IN ST. LOUIS, MISSOURI. SCHEDULE H, PART VI, LINE 7STATE FILING OF COMMUNITY BENEFIT REPORTTHE SSM HEALTH CARE ANNUAL CONSOLIDATED COMMUNITY BENEFIT REPORT IS FILED IN ILLINOIS, MISSOURI, OKLAHOMA, AND WISCONSIN. X 1 1 1 1 0 0 0 0 0 0 0 CHAD ADUDDELL 0 277414 0 0 0 30667 0 59312 0 20031 0 387424 0 0 JOE HODGES 0 423748 0 0 0 56826 0 137121 0 26200 0 643895 0 0 WILLIAM P THOMPSON 0 830800 0 0 0 357652 0 585557 0 19865 0 1793874 0 0 JAMES HYDE 0 229883 0 0 0 25747 0 166993 0 26116 0 448739 0 0 RICHARD BOOTHE MD 326492 0 0 0 36598 0 148379 0 24205 0 535674 0 0 0 CHRIS D HOWARD 0 531763 0 0 0 112014 0 190893 0 27742 0 862412 0 0 KRIS A ZIMMER 0 638080 0 0 0 85902 0 154088 0 26124 0 904194 0 0 JUNE L PICKETT 0 207597 0 0 0 13139 0 163178 0 16209 0 400123 0 0 SHASTA R MANUEL 255517 0 0 0 8943 0 23689 0 22254 0 310403 0 0 0 TAMARA L POWELL 249219 0 0 0 19064 0 89823 0 4736 0 362842 0 0 0 STEPHEN D POWELL 242909 0 0 0 13696 0 41674 0 25054 0 323333 0 0 0 CYNTHIA L BRUNDIGE 193632 0 0 0 18613 0 79687 0 13401 0 305333 0 0 0 MARTI F JOURDEN 159755 0 0 0 12359 0 136167 0 21730 0 330011 0 0 0 JOHN R MOBLEY 155057 0 0 0 13670 0 69644 0 25074 0 263445 0 0 0 PAUL R MILLER MD 886706 0 0 0 291824 0 72829 0 30694 0 1282053 0 0 0 KEITH J KASSABIAN 657896 0 0 0 3618 0 74844 0 24975 0 761333 0 0 0 BRENDA MULLINS 675953 0 0 0 62853 0 146388 0 22698 0 907892 0 0 0 SCOTT K LUCAS 771418 0 0 0 3617 0 111818 0 11309 0 898162 0 0 0 JASON EMERSON 655079 0 0 0 48896 0 83914 0 25907 0 813796 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 1: TAX INDEMNIFICATION AND GROSS UP PAYMENTS. THE FOLLOWING INDIVIDUALS THAT ARE LISTED ON PART VII OF THE FORM 990 RECEIVED A TAX INDENIFICATION/GROSS UP PAYMENT IN 2010. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION. RICHARD BOOTHE, MD TAMARA POWELL PAUL MILLER BRENDA K. MILLINS JASON C. EMERSON PART I, LINE 3: COMPENSATION TO CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) WRITTEN EMPLOYMENT CONTRACT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4A: SEVERANCE PLAN: SSMHC HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMHC. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS UNDER THIS PLAN. WILLIAM SCHOENHARD $277,333 PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS PENSION RESTORATION PLAN: SSM HEALTH CARE (SSMHC) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMHC QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER SSMHC'S QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMHC OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMHC. NO REPORTABLE INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN DURING 2010. CAPITAL ACCUMULATION PLAN: SSMHC PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMHC AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2008 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF TWO PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2010. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. KRIS A ZIMMER $42,738 CHRISTOPHER HOWARD $43,454 WILLIAM P THOMPSON $37,749 JOE HODGES $28,497 CHAD ADUDDELL $16,597 TAMARA POWELL $9,360 STEPHEN POWELL $8,466 CYNTHIA BRUNDIGE $7,734 JUNE PICKETT $7,123 MARTI JOURDEN $6,512 JOHN MOBLEY $6,512 FORM 990, PART I, DOING BUSINESS AS: SSM HEALTH CARE OF OKLAHOMA, INC. CURRENTLY CONDUCTS BUSINESS UNDER THE FOLLOWING REGISTERED NAMES 1) BONE & JOINT HOSPITAL 2) BONE & JOINT HOSPITAL AT ST. ANTHONY 3) ST. ANTHONY HOSPITAL 4) ST. ANTHONY CENTER FOR BEHAVIORAL MEDICINE AT ST. MICHAEL. STATEMENT OF PROGRAM SERVICE ACTIVITIES FORM 990, PART III, LINE 4A SSM HEALTH CARE OF OKLAHOMA (SSMOK) IS A HEALTH CARE NETWORK THAT ENCOMPASSES THE OKLAHOMA FACILITIES OF SSM HEALTH CARE (SSMHC). BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION: SSMHC IS ONE OF THE LARGEST CATHOLIC HEALTH SYSTEMS IN THE COUNTRY AND IS DEDICATED TO QUALITY AND COMPASSIONATE CARE FOR ANYONE IN NEED, REGARDLESS OF ABILITY TO PAY. THE SYSTEM BEGAN WITH FIVE RELIGIOUS SISTERS WHO JOURNEYED TO ST. LOUIS IN 1872 FROM GERMANY TO BE OF SERVICE TO PEOPLE IN NEED. IN THEIR EARLY LEDGERS, THE SISTERS LISTED PATIENTS WHO COULD NOT PAY FOR THEIR CARE AS "OUR DEAR LORD'S." SINCE IT WAS FOUNDED IN 1872 BY CATHOLIC SISTERS, SSMHC HAS EXISTED TO MEET THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. SPONSORED BY THE FRANCISCAN SISTERS OF MARY AND HEADQUARTERED IN ST. LOUIS, MO, SSMHC OWNS 16 HOSPITALS, 2 NURSING HOMES AND HOME HEALTH AGENCIES IN FOUR STATES: WISCONSIN, ILLINOIS, MISSOURI AND OKLAHOMA. SSM HAS NEARLY 22,000 EMPLOYEES, MORE THAN 5,000 PHYSICIANS. IT IS THE FIRST HEALTH-CARE RECIPIENT OF THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD AND THE FIRST LARGE HEALTH SYSTEM TO GO SMOKELESS INSIDE AND OUT. SSMOK INCLUDES ST. ANTHONY HOSPITAL, BONE AND JOINT HOSPITAL AT ST. ANTHONY AND SAINTS MEDICAL GROUP. INSPIRED BY OUR FOUNDING RELIGIOUS SISTERS, SSMOK VALUES THE SACREDNESS AND DIGNITY OF EACH PERSON. THEREFORE, SSMOK FINDS THESE FIVE VALUES CONSISTENT WITH ITS HERITAGE AND MINISTRY: COMPASSION: WE REACH OUT WITH OPENNESS, KINDNESS AND CONCERN. RESPECT: WE HONOR THE WONDER OF THE HUMAN SPIRIT. EXCELLENCE: WE EXPECT THE BEST OF OURSELVES AND ONE ANOTHER. STEWARDSHIP: WE USE OUR RESOURCES RESPONSIBLY. COMMUNITY: WE CULTIVATE RELATIONSHIPS THAT INSPIRE US TO SERVE. DESCRIBE THE ORGANIZATION'S APPROACH TO PROVIDING COMMUNITY BENEFIT: SSMOK WILL CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN EARLY 2012. TO SUPPORT THE COMPLETION OF A CHNA IN ACCORDANCE WITH ESTABLISHED GUIDELINES, A SIX-STEP PROCESS WAS DEVELOPED. THE PROCESS DEFINES AN APPROACH THAT CAN BE USED TO ASSESS THE HEALTH NEEDS OF THE COMMUNITIES SERVED BY SSMOK AND DEVELOP STRATEGIES FOR MEETING THOSE NEEDS. THE PROCESS INCLUDES: - DEVELOP A PLAN TO ADDRESS HEALTH REFORM MANDATES TO INCLUDE DEFINING HOW THE ASSESSMENT AND BY WHOM THE ASSESSMENT WILL BE COMPLETED; IDENTIFYING THE STAKEHOLDERS INVOLVED; AND THE TIME FRAME FOR COMPLETION - PERFORM DATA COLLECTION INCLUDING IDENTIFYING THE GEOGRAPHIC AREA SERVED, ACCESSING SECONDARY DATA SOURCES AND COORDINATING INTERVIEWS, SURVEY AND/OR FOCUS GROUPS FOR PRIMARY DATA COLLECTION - PERFORM DATA ANALYSIS BY EVALUATING QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY AND PRIORITIZE HEALTH NEEDS AND OPPORTUNITIES - CREATE A PLAN WITH GOALS, STRATEGIES, ACTIONS, DUE DATES, AND RESOURCE REQUIREMENTS WHICH INCLUDES INPUT FROM CONSTITUENTS - OBTAIN APPROVAL FROM SYSTEM MANAGEMENT TO BE ADOPTED IN 2012 AND INCORPORATE THE CHNA INITIATIVES INTO THE STRATEGIC PLAN TO INCLUDE APPOINTING RESPONSIBILITY FOR IMPLEMENTING THE PLAN AND ASSIGNING A STEERING COMMITTEE TO MONITOR PROGRESS AS APPROPRIATE - COORDINATE COMMUNICATION TO THE PUBLIC, BOARDS, STAFF AND OTHER STAKEHOLDERS PROGRESS IN ADDRESSING TOP PRIORITIES IMPACTING COMMUNITY HEALTH ADDITIONALLY, ST. ANTHONY AND BONE AND JOINT HOSPITAL AT ST. ANTHONY PARTICIPATE IN CENTRAL OKLAHOMA TURNING POINT, A NATIONAL PROGRAM TO PROMOTE LOCAL HEALTH INITIATIVES BY BUILDING HEALTHY COMMUNITIES THROUGH PUBLIC/PRIVATE PARTNERSHIPS. BONE AND JOINT HOSPITAL AT ST. ANTHONY COLLABORATES WITH STATE AGENCIES, HEALTHCARE PROVIDERS, AND EDUCATION AND BUSINESS LEADERS. BECAUSE OF ITS SPECIALTY HOSPITAL STATUS, BONE AND JOINT HOSPITAL AT ST. ANTHONY FOCUSES ON AREAS WHERE IT CAN MAKE AN IMPACT AND AS A RESULT, HAS CHOSEN OSTEOPOROSIS PREVENTION AS ITS COMMUNITY INITIATIVE. DESCRIBE THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICIES OR PROGRAMS (E.G., CHARITY CARE, DISCOUNTING) FOR LOW-INCOME PERSONS AND HOW THEY ARE COMMUNICATED TO THE PUBLIC. ALL SSMHC FACILITIES, INCLUDING SSMOK, STRIVE TO PROVIDE EXCEPTIONAL HEALTH CARE SERVICES TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY. ALL BILLING AND COLLECTION POLICIES AND PRACTICES REFLECT THE MISSION AND VALUES OF SSMOK, INCLUDING OUR SPECIAL CONCERN FOR PEOPLE WHO ARE POOR AND VULNERABLE. SSMOK FACILITIES OFFER DISCOUNTS FOR HOSPITAL SERVICES TO ALL UNINSURED PERSONS. SELF-PAY DISCOUNTS APPLY TO EVERYONE WHO DOES NOT HAVE HEALTH INSURANCE, NO MATTER THEIR ABILITY TO PAY. SSMOK APPLIES ITS CHARITY CARE POLICIES FAIRLY AND CONSISTENTLY. EACH PERSON IS TREATED AS AN INDIVIDUAL WITH SPECIFIC NEEDS FOR ASSISTANCE WITHOUT REGARD TO PAYMENT. SSMOK EMBRACES ITS RESPONSIBILITY TO SERVE THE COMMUNITIES IN WHICH WE PARTICIPATE BY ESTABLISHING SOUND BUSINESS PRACTICES. CHARITY CARE IS PROVIDED TO PATIENTS BASED ON A SLIDING SCALE FOR HOUSEHOLD INCOMES UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL. PATIENTS WHOSE HOUSEHOLD INCOME IS NO MORE THAN TWO TIMES THE FEDERAL POVERTY LEVEL ARE ELIGIBLE FOR FREE HOSPITAL SERVICES. IN ADDITION, AN EXCEPTION TO THE SLIDING SCALE IS PROVIDED FOR A PATIENT'S BALANCE DUE IF THE AMOUNT IS TOO LARGE TO BE REASONABLY PAID THROUGH AN INSTALLMENT PLAN OVER FOUR YEARS GIVEN THE FAMILY INCOME AND EXPENSES. EACH SSMHC ENTITY PROVIDING MEDICAL SERVICES SHALL PROVIDE INFORMATION TO THE PUBLIC REGARDING ITS CHARITY CARE POLICIES AND THE QUALIFICATION REQUIREMENTS FOR EACH OF ITS FACILITIES. WHEN STANDARD SYSTEM NOTICES AND COMMUNICATIONS REGARDING CHARITY CARE ARE AVAILABLE, THESE MUST BE USED. MODIFICATIONS TO THE STANDARD MAY BE MADE TO COMPLY WITH STATE AND LOCAL LAWS, AS WELL AS REFLECT CULTURALLY SENSITIVE TERMINOLOGY FOR THE POLICY. ALL NOTICES WILL BE EASY TO UNDERSTAND BY THE GENERAL PUBLIC, CULTURALLY APPROPRIATE AND AVAILABLE IN THOSE LANGUAGES THAT ARE PREVALENT IN THE COMMUNITY. THEY WILL PROVIDE INFORMATION ABOUT: - THE PATIENT'S RESPONSIBILITY FOR PAYMENT; - THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND ENTITY CHARITY CARE AND PAYMENT ARRANGEMENTS; - THE ENTITY'S CHARITY POLICY AND APPLICATION PROCESS: AND - WHOM TO CONTACT TO GET ADDITIONAL INFORMATION OR FINANCIAL COUNSELING. THE FOLLOWING TYPES OF NOTICES TO THE PUBLIC SHALL BE PROVIDED: - SIGNS IN THE EMERGENCY DEPARTMENT, OUTPATIENT AND INPATIENT REGISTRATION AND PUBLIC WAITING AREAS. - BROCHURES OR FLIERS PROVIDED AT TIME OF REGISTRATION AND AVAILABLE IN THE FINANCIAL COUNSELING AREAS. - NOTICES SENT WITH OR ON PATIENT BILLS OR COMMUNICATIONS SENT TO PATIENTS AND GUARANTORS RELATED TO MEDICAL SERVICES. - APPLICATIONS PROVIDED TO UNINSURED PATIENTS AT THE TIME OF REGISTRATION. THE APPLICATION FOR CHARITY CARE, TOGETHER WITH ANY INSTRUCTIONS, MUST CLEARLY STATE THE POLICIES REGARDING CHARITY CARE, INCLUDING EXCLUDED SERVICES, ELIGIBILITY CRITERIA AND DOCUMENTATION REQUIREMENTS. INFORMATION ABOUT THE ENTITY'S CHARITY POLICIES WILL ALSO BE PROVIDED TO PUBLIC AGENCIES. ORGANIZATIONAL DESCRIPTION FOR TAX EXEMPTION: SSMHC HOSPITALS, INCLUDING ST. ANTHONY HOSPITAL AND BONE AND JOINT HOSPITAL: - OPERATE AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY; - HAVE AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA; - HAVE A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY; - ENGAGE IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS; - PARTICIPATE IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS. DESCRIPTION OF COMMUNITY BENEFIT PROGRAMS: BONE AND JOINT HOSPITAL AT ST. ANTHONY OFFERS COMMUNITY EDUCATION AND SCREENING OPPORTUNITIES TO AREA ORGANIZATIONS AND THE GENERAL PUBLIC. SPECIAL ATTENTION IS GIVEN TO ENSURE THAT DIVERSE GROUPS OF THE LOCAL POPULATION ARE IDENTIFIED AND PROVIDED WITH EDUCATIONAL/SCREENING OPPORTUNITIES. BONE AND JOINT HOSPITAL AT ST. ANTHONY OFFERS ONGOING COMMUNITY EDUCATION REGARDING OSTEOARTHRITIS, OSTEOPOROSIS, SPINE PAIN AND OTHER ORTHOPEDIC-RELATED TOPICS. THE CLASSES ARE FREE OF CHARGE AND FEATURE A BONE AND JOINT HOSPITAL AT ST. ANTHONY PHYSICIAN WHO DONATES HIS TIME FOR THE SEMINARS. BONE AND JOINT HOSPITAL AT ST. ANTHONY PARTICIPATES IN HEALTH FAIRS WHERE FREE BONE DENSITY SCREENINGS ARE OFFERED. THROUGH THE FREE CLINIC, CROSS AND CROWN, BONE AND JOINT HOSPITAL AT ST. ANTHONY PROVIDED FREE X-RAY SERVICES TO 14 UNINSURED INDIVIDUALS REFERRED TO US BY THE CLINIC IN 2010. FURTHER, BONE AND JOINT HOSPITAL AT ST. ANTHONY SUPPORTS THE EFFORTS OF THE ARTHRITIS FOUNDATION BY SUPPORTING FUNDRAISING AND AWARENESS EFFORTS INCLUDING BEING THE TITLE SPONSOR OF THE LOCAL CHAPTER'S ANNUAL ARTHRITIS WALK. ST. ANTHONY HOSPITAL SPONSORED VARIOUS EDUCATIONAL EVENTS INCLUDING ITS ANNUAL STROKE OF COURAGE PROGRAM TO RAISE STROKE AWARENESS AND ITS CELEBRITY CHEF EVENT TO PROMOTE HEART HEALTHY EATING. THE HOSPITAL AND ITS EMPLOYEES PARTICIPATE IN REBUILDING TOGETHER TO REHABILITATE A HOME FOR AN INDIVIDUAL WITHIN THE COMMUNITY WHO DOES NOT HAVE THE MEANS TO MAKE NECESSARY REPAIRS TO ENSURE A SAFE, WARM HOME. ST. ANTHONY ALSO PROVIDED SUPPLIES TO BENEFIT LITTLE FLOWER CLINIC THAT PROVIDES CARE TO THE UNDERSERVED IN ITS COMMUNITY IN 2010. ADDITIONALLY, NUMEROUS SUPPORT GROUPS, CHILDBIRTH CLASSES, MEDIA HEALTH INFORMATION STORIES, SEMINARS ON A RANGE OF HEALTHY TOPICS, HEALTH FAIRS AND HEALTH PROFESSIONALS PROVIDE SUBSTANTIAL BENEFIT TO THE COMMUNITY. IN 2010, THE HOSPITAL INTRODUCED THE MIDTOWN MARKET AT SAINTS, A COMMUNITY LOCAL FOOD FARMERS' MARKET HOSTED WEEKLY ON THE HOSPITAL CAMPUS FROM MAY THROUGH OCTOBER. IT ALSO SPONSORED OTHER EVENTS TO SUPPORT COMMUNITY HEALTH AND FITNESS INCLUDING THE DOWNTOWN DASH (3RD YEAR TO SPONSOR) AND REDBUD CLASSIC (THE 29TH YEAR TO SPONSOR) AS WELL AS THE AMERICAN HEART ASSOCIATION HEART WALK. THE HOSPITAL WEBSITE, SAINTSOK.COM, PROVIDES HEALTH INFORMATION USEFUL TO THE COMMUNITY THROUGH A COMPILATION OF HEALTH EDUCATION TOPICS, HEALTH RISK APPRAISALS, AND OTHER TOOLS DESIGNED TO ASSIST INDIVIDUALS WITH HEALTH CONCERNS AND ENCOURAGE A HEALTHIER LIFESTYLE. THESE SERVICES ARE IN ADDITION TO THE TRADITIONAL CHARITY CARE PROVIDED CONSISTENT WITH THE HOSPITAL'S MISSION. ADDITIONAL INFORMATION REGARDING SSMHC'S 2010 COMMUNITY BENEFIT REPORT CAN BE FOUND AT WWW.SSMHC.COM AND ON WWW.SAINTSOK.COM. QUANTIFIABLE COMMUNITY BENEFIT THIS SECTION INCLUDES A LIST OF THE TYPES OF PROGRAMS AND SERVICES THAT COULD BE INCLUDED AS COMMUNITY BENEFIT ACTIVITIES. TRADITIONAL CHARITY CARE $ 6,833,753 UNPAID COST OF MEDICAID $ 3,366,472 UNPAID COST OF MEDICARE $ (11,044,866) COST OF BAD DEBT $ 12,290,213 COMMUNITY BENEFIT PROGRAMS $ 3,330,681 -------------------- TOTAL QUANTIFIABLE COMMUNITY BENEFIT $ 14,776,253 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE CORPORATION IS SSM HEALTH CARE CORPORATION. SSM HEALTH CARE CORPORATION IS A NONPROFIT 501(C)(3) ORGANIZATION. BOTH SSM HEALTH CARE OF OKLAHOMA AND SSM HEALTH CARE CORPORATION ARE PART OF THE INTEGRATED HEALTH CARE SYSTEM KNOWN AS SSM HEALTH CARE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE POWER TO APPOINT ADDITIONAL, SUCCESSOR OR REPLACEMENT MEMBERS AND APPOINT AND REMOVE THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE FOLLOWING POWERS: A. TO ESTABLISH AND CHANGE THE MISSION, PHILOSOPHY AND VALUES OF THE CORPORATION B. TO APPOINT ADDITIONAL, SUCCESSOR OR REPLACEMENT MEMBERS C. TO APPOINT AND REMOVE THE APPOINTED DIRECTORS AND THE EX OFFICIO DIRECTORS D. TO APPOINT AND REMOVE THE PRESIDENT OF THE CORPORATION AND THE CHIEF EXECUTIVE OFFICER OF ANY OPERATING DIVISION OF THE CORPORATION E. TO APPROVE THE AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE CORPORATION AS PROVIDED THEREIN F. TO APPROVE AMENDMENTS TO THE BYLAWS OF THE CORPORATION G. TO APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION H. TO APPROVE THE FORMATION OF A CONTROLLED SUBSIDIARY OR A REMOTELY CONTROLLED SUBSIDIARY I. TO APPROVE THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION J. TO APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF ANOTHER LEGAL ENTITY OR AN INTEREST IN ANOTHER LEGAL ENTITY K. TO AUTHORIZE OR APPROVE THE ACQUISITION OR DISPOSITION BY THE CORPORATION OF REAL PROPERTY OR ANY INTEREST IN REAL PROPERTY L. TO ESTABLISH CENTRALIZED EMPLOYEE BENEFIT, INSURANCE, INVESTMENT, FINANCING, CORPORATE RESPONSIBILITY, PERFORMANCE ASSESSMENT AND IMPROVEMENT AND OTHER OPERATIONAL AND SUPPORT PROGRAMS, TO REQUIRE THE PARTICIPATION OF THE CORPORATION IN SUCH PROGRAMS, AND TO AUTHORIZE THE OPENING AND CLOSING OF BANK ACCOUNTS AND INVESTMENT ACCOUNTS IN THE NAME OF THE CORPORATION IN CONNECTION WITH SUCH PROGRAMS M. TO APPROVE THE STRATEGIC, FINANCIAL AND HUMAN RESOURCES PLAN OF THE CORPORATION N. TO APPOINT THE AUDITOR AND CORPORATE COUNSEL FOR THE CORPORATION O. TO AUTHORIZE AND APPROVE BORROWING MONEY AND ENTERING INTO FINANCIAL GUARANTIES BY THE CORPORATION, INCLUDING ACTIONS RELATING TO THE FORMATION, JOINING, OPERATION, WITHDRAWAL FROM AND TERMINATION OF A CREDIT GROUP OR AN OBLIGATED GROUP AND THE GRANTING OF SECURITY INTERESTS IN THE PROPERTY OF THE CORPORATION P. TO REQUIRE THE CORPORATION TO TRANSFER ASSETS, INCLUDING BUT NOT LIMITED TO CASH, TO THE MEMBER OF THE MEMBER OR TO ANY ENTITY EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, WHICH IS CONTROLLED BY THE MEMBER OF THE MEMBER, TO THE EXTENT NECESSARY TO ACCOMPLISH THE MISSION, GOALS AND OBJECTIVES OF THE MEMBER OF THE MEMBER AS DETERMINED BY THE MEMBER OF THE MEMBER Q. TO APPROVE THE TRANSFER OF ASSETS BY THE CORPORATION TO ANY ENTITY OTHER THAN THE MEMBER OF THE MEMBER, OTHER THAN TRANSFERS MADE IN THE ORDINARY COURSE OF OPERATIONS OF THE CORPORATION WHICH WILL NOT REQUIRE MEMBER APPROVAL; AND R. TO DETERMINE THE EXTENT TO WHICH AND THE MANNER IN WHICH THE POWERS DESCRIBED IN THIS SECTION WHICH ARE RESERVED TO THE MEMBER WITH RESPECT TO THE CORPORATION ARE TO BE INCLUDED IN THE GOVERNING DOCUMENTS OF ANY CONTROLLED SUBSIDIARY, REMOTELY CONTROLLED SUBSIDIARY OR NON-CONTROLLED SUBSIDIARY AND EXERCISED WITH RESPECT TO ANY CONTROLLED SUBSIDIARY, ANY REMOTELY CONTROLLED SUBSIDIARY OR ANY NON-CONTROLLED SUBSIDIARY. FORM 990, PART VI, SECTION B, LINE 11 ACCOUNTING/FINANCE PERSONNEL AT EACH SSMHC (SSM HEALTH CARE SYSTEM) ENTITY, IN CONJUNCTION WITH CORPORATE FINANCE PERSONNEL, PREPARE A CHECKLIST CONTAINING INFORMATION AND SUPPORTING SCHEDULES THAT ARE USED TO PREPARE THE FORM 990. THIS CHECKLIST IS THEN REVIEWED BY A SUPERVISOR/MANAGER AND SENT TO THE CORPORATE OFFICE FOR FINAL REVIEW AND COORDINATION OF THE SYSTEM LEVEL FORM 990 INFORMATION. THE INFORMATION IS SUBMITTED TO AN OUTSIDE TAX CONSULTING FIRM WHO PREPARES AND SIGNS THE FORM 990 FROM THE SSMHC INFORMATION. PRIOR TO FINALIZING THE RETURN, A DRAFT IS SENT TO PERSONNEL AT SSMHC FOR REVIEW AND APPROVAL. UPON SSMHC APPROVAL, THE OUTSIDE PREPARER FORWARDS THE COMPLETED FORM 990 FOR THE APPROPRIATE SIGNATURES AND FILING ACTION. A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE BOARD AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE PRESIDENT AND SECRETARY TO THE BOARD OVERSEE COMPLIANCE WITH THIS REQUIREMENT. ALL BOARD MEMBERS WITH AN IDENTIFIED CONFLICT OF INTEREST ABSTAIN FROM BOARD DISCUSSIONS AND VOTES WHEN APPLICABLE. EMPLOYEES WITH PURCHASING AUTHORITY AND/OR ABILITY TO INFLUENCE PURCHASING DECISIONS ARE ASSIGNED THE CONFLICT OF INTEREST DISCLOSURE COURSE (COI) WHICH MUST BE COMPLETED ON LINE. PERIODICALLY THROUGH THE YEAR, THE ENTITY'S CORPORATE RESPONSIBILITY CONTACT PERSON (WITH THE HELP OF THE ENTITY'S LEARNING MANAGEMENT SYSTEM COORDINATOR) SENDS DEPARTMENT MANAGERS A LIST OF EMPLOYEES WHO HAVE NOT YET COMPLETED THEIR COI SO THEY CAN REMIND THE EMPLOYEES AND ENSURE THE EMPLOYEES HAVE TIME IN THEIR SCHEDULE TO COMPLETE THE REQUIRED COURSE. RESOLUTION OF ANY CONFLICTS THAT ARE DISCLOSED MUST BE DOCUMENTED AND KEPT ON FILE AT THE ENTITY. SUPERVISORS VERIFY REQUIRED COURSE COMPLETION PRIOR TO YEAR END. FORM 990, PART VI, SECTION B, LINE 15 ALL SSMHC EXECUTIVE SALARY/COMPENSATION INFORMATION IS BASED ON COMPARATIVE DATA WITH SIMILAR POSITIONS IN THE MARKET. THE COMPENSATION REVIEW PROCESS IS PERFORMED BY EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS. THE SAME COMPARATIVE PROCESS IS PERFORMED INTERNALLY FOR EMPLOYEES. THE SALARY DATA AND POTENTIAL ADJUSTMENTS, FOR THE CEO OF THE SYSTEM, THE PRESIDENT/COO AND THE SENIOR VICE PRESIDENTS ARE PRESENTED TO THE SSMHC BOARD OF DIRECTORS BY THE SAME INDEPENDENT COMPENSATION CONSULTANTS TO APPROVE, DISAPPROVE, MODIFY. FORM 990, PART VI, SECTION C, LINE 19 THE YEAR-END AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND UNAUDITED QUARTERLY CONSOLIDATED FINANCIAL STATEMENT FOR THE SSM HEALTH CARE SYSTEM ARE MADE AVAILABLE TO THE PUBLIC ON SSM HEALTH CARE'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE MISSOURI SECRETARY OF STATE'S WEBSITE. COPIES OF THE FORM 990 AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AVG HOURS DEVOTED TO RELATED ORG(S) WHEN RELATED COMP IS REPORTED: FORM 990, PART VII: ALL INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION ARE EMPLOYED AND COMPENSATED BY THE ORGANIZATION OR BY A RELATED ORGANIZATION. IN ADDITION, ALL COMPENSATED REPORTABLE INDIVIDUALS LISTED ON FORM 990, PART VII WORK A MINIMUM OF 40 HOURS PER WEEK FOR SSMHC RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -458,959. BENEFICIAL INTEREST IN FOUNDATION 1,516,864. TRANSFERS TO AFFILIATES -370,319. TOTAL TO FORM 990, PART XI, LINE 5: 687,586. 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