2011-05-13T15:45:59-05:00 2010-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-07-01 730700090 Saint Francis Hospital Inc SAIN 9185028120 6600 S Yale Ave TULSA OK 74136 Barry Steichen 2011-05-13 3176817000 2009 2016-02-24 21:20:13Z Barry L Steichen 6600 S Yale Ave Suite 400 Tulsa OK 741363319 1634277674 false 0928 X HTTP://WWW.SFH-TULSA.COM X 1960 OK to extend the presence and healing ministry of christ in all we do. 3 0 5933 577 1119240 -190824 9519191 3127614 669442274 694561340 3451225 27543493 14439509 23493985 696852199 748726432 1539828 4434103 0 0 258974147 262111642 0 0 0 333326599 320538076 593840574 587083821 103011625 161642611 1199184129 1325741071 326979472 331028115 872204657 994712956 To extend the presence and healing ministry of Christ in all we do. false false 472568684 4434103 704882649 Saint Francis Hospital has been a major tertiary care center for Oklahoma, southern Kansas, southwestern Missouri, and western Arkansas for several decades. Saint Francis Hospital is licensed for 872 adult and pediatric beds and 52 bassinets. In fiscal year 2010, Saint Francis Hospital received approximately $219 million in reimbursements equaling 33% of Saint Francis Hospital's net patient revenue for services provided to Medicare and Medicaid program beneficiaries. Saint Francis Hospital is a division of Saint Francis Health System, Inc. The Health System produces an annual community benefit report valuing the cost of charity services. In fiscal year 2010, the cost to the Health System equaled approximately $49 million and $4.3 million in community contributions provided to support various programs and agencies whose mission and values are similar to those espoused by the Saint Francis Health System. In the fall of 2004, Saint Francis Hospital set into place provisions that would increase the hospital's ability to offer charity care to those less fortunate and provide those lacking healthcare coverage with discounted care to lessen the burden and anxiety often caused by healthcare expenses. Under the revised charity care policy, individuals whose gross annual income is equal to or less than 225 percent of the federal poverty level qualify for full charity care assistance. All patients lacking healthcare insurance, regardless of their personal income level, are eligible to receive a 20 percent discount from billed charges. Patients who qualify under the charity care policy may be eligible for a larger discount if not a full write-off of all charges. Both initiatives exemplify the hospital's mission to extend the presence and healing ministry of Christ, with a particular emphasis on those most needy of health services in northeastern Oklahoma, and its desire to work with the community in a spirit of compassion and honesty. Saint Francis Hospital is a comprehensive community resource for health care and a center of excellence for treating cancer, heart disease, and complex medical, surgical, maternal, and pediatric problems. Since its inception the hospital has strived to provide the highest quality of care to all. For the fourteenth consecutive year, it was recognized by the National Research Corporation as "Tulsa's Most Preferred Hospital for Overall Quality and Image." In an effort to monitor and continually improve the quality of care given to patients, Saint Francis has elected to participate in a variety of national and state quality initiatives. Foremost among those include participation in the Centers for Medicare and Medicaid National Quality Initiative and the Oklahoma Foundation for Medical Quality "Quality In, Quality Out" program. These efforts focus on improving both outcomes (i.e., mortality and complications) and clinical processes (i.e., medication administration and discharge instructions). Care for the community is provided through education, inpatient and outpatient services, and the use of affordable home health and hospice services for patients returning home. All services are provided on the basis of need without consideration for a patient's ability to pay. Saint Francis Hospital has always kept in its sight its responsibility as a provider of caring and personalized benefits to the community. Extensive resources are devoted each year to organizing and delivering free and subsidized benefits to community residents. These include Health Services, Information and Referral Services, Educational Services, Support Services, and Sponsorship of Community Events, which are detailed below. HEALTH SERVICES Trauma Emergency Services The Trauma Emergency Center provided care to over 80,000 patients during the past fiscal year. Many of these patients received needed emergency and in-patient services despite an inability to pay. Physicians, the Trauma Emergency Center staff, and the inpatient staff provide the highest quality of trauma care for injured children and adults from Oklahoma and surrounding states. Physician specialists provide immediate consultation or care to trauma victims and patients with complex medical problems. Trauma Emergency Services provides educational programs, conferences, and continuing education courses for physicians, nurses, pre-hospital care providers, and for the community. The annual Trauma Symposium provides an opportunity for area physicians, nurses, and EMTs to interact with and learn from nationally and internationally recognized experts in trauma care. Instructional topics presented by Trauma Emergency Services staff members, and physicians include the care of adult and pediatric trauma victims, care of children in emergency departments, pre-hospital triage and scene safety, and trauma prevention topics. Henry Zarrow Neonatal Intensive Care Unit Saint Francis Hospital established the first intensive care nursery for neonates in Oklahoma. In fiscal year 2010 there were over 700 admissions, the center is a progressive regional newborn intensive care unit with services specifically designed for babies born prematurely or with serious medical problems. The center is a 44-bed unit with in-house neonatologists on hand 24 hours a day, 7 days a week. The Center has earned a Level IIIC designation, the highest rating possible for a neonatal intensive care unit, from the American Academy of Pediatrics. The unit is also a clinical training center for residents and medical students from the University of Oklahoma College of Medicine/Tulsa. Due to the large number of Medicaid and uninsured patients, reimbursement for services in the EOPC is low; however, the hospital chose to specialize in the care of high-risk infants because it was an unmet need in the community and accepted the cost burden such technology usually brings. The Children's Hospital at Saint Francis Saint Francis Hospital established The Children's Hospital at Saint Francis in 1995 in response to physicians' requests to centralize pediatric specialty services and facilities for children in one hospital by creating a "hospital within a hospital." A new, state-of-the-art 104-bed facility opened in February 2008. It was created with younger patients in mind, providing a larger and more "kid friendly" atmosphere for children and their families as well as improving access and efficiency. Since Saint Francis has the most comprehensive pediatric intensivists in eastern Oklahoma, the PICU receives most of the abused children or young trauma victims in this area. The children's oncology clinic, the only such facility in the eastern half of the state, treats more than 2,000 children a year. All patients are treated without regard for a family's ability to pay. Over 55% of the children currently treated at the Children's Hospital at Saint Francis are reliant upon Medicaid, evidence and testament to Saint Francis' pledge to the community and to those most vulnerable in society, children. The Children's Hospital at Saint Francis is part of the Children's Miracle Network, a nonprofit organization that raises funds for 170 children's hospitals and research institutes across North America. That money helps Saint Francis improve its services and continue to take care of uninsured children, increasing the mission of handling all children that are in need in northeast Oklahoma. Saint Francis Imaging Center Saint Francis Imaging Center is an all-digital, free-standing facility offering radiology, nuclear medicine, MRI, CT scan, and ultrasound with state-of-the-art equipment, shorter exam times, fewer callbacks, and faster results. In addition to the outstanding technical capabilities of the center, patients and their families are treated to a variety of amenities to help make their experience more relaxing. This includes a concierge desk where they are given a pager to notify them when their room is available; a staff host to assist them to their room and through the entire process, and slippers and robes instead of hospital gowns. Patients and family members have access to an internet station; children's play area, plasma televisions, coffee bar, and much more as they wait in the comfortable reception area. Natalie Ambulatory Surgery Center The Natalie Ambulatory Surgery Center offers eight operating rooms, each handling 1,000 to 1,500 procedures a year. At its peak, 12,000 patients will have surgeries there annually. Set up for efficiency, the facility boasts Tulsa's first I-Suites, operating rooms that respond to a surgeon's voice. A computer system, nicknamed Sidne, recognizes its name and responds to doctors' commands, handling tasks that used to be performed by nurses. Saint Francis Breast Center The Saint Francis Breast Center offers the latest in screening, diagnostic and interventional breast services, such as a breast magnetic resonance imaging, computer-aided detection, mammography, ultrasonography, and various biopsy interventions. The Br 472568684 true true false true false false false false false true false true false false true false false false false false true true true true true false false false false false false false false false false true false false false true true true true false true 477 0 true 5933 true true true false false false false false false false false 3 0 true true false false true true true true false false true true false true true true true true true true true true CA NC OK X ERIC E SCHICK 9185028118 6600 S YALE AVE SUITE 400 TULSA OK 741363319 JAKE HENRY JR 1.0 X X 0 908822 236018 William K Warren Jr 1.0 X 0 0 0 Bishop Edward J Slattery 1.0 X 0 0 0 Henry Zarrow 1.0 X 0 0 0 WR Lissau 1.0 X 0 0 0 PRESTON PHILLIPS MD 40.0 X 43500 624586 31583 THOMAS G NEFF 40.0 X 307239 0 94834 JEFFREY C SACRA 40.0 X 183553 0 59004 BARRY L STEICHEN 1.0 X 0 609867 130628 ROBERT ELI SMITH 1.0 X 0 124915 22586 ERIC E SCHICK 40.0 X 186829 0 55013 ROBERT E BUTLER 40.0 X 225311 0 72471 LYNN SUND 40.0 X 407058 0 103339 WILLIAM SCHLOSS 40.0 X 299457 0 129070 DAVID WAGNER 40.0 X 232659 0 69863 ROBERT OKADA MD 40.0 X 23140 1175638 38533 WILLIAM ROSS MD 40.0 X 17190 842616 34121 RYAN GURSKY DO 40.0 X 43500 805259 42830 ROGER BARTON MD 40.0 X 62093 689792 43076 MICHAEL SPAIN MD 40.0 X 51575 670953 43910 2083104 6452448 1206879 80 false true false ASSOCIATED ANESTHESIOLOGISTS 6839 S CANTON TULSA OK 741363482 ANESTHESIOLOGY SVCS 2721967 MANHATTAN CONSTRUCTION CO INC 5601 S 122ND E AVE TULSA OK 74146 CONSTRUCTION SERVICE 25382772 STATE OF OKLAHOMA BOARD OF REG 4502 E 41ST ST ROOM 2B20 TULSA OK 741352512 Medical Resident 4344148 WORKSPACE SOLUTIONS LLC PO Box 960120 TULSA OK 731960120 Moving Services 1669496 ACROBATANT LLC 1336 E 15TH ST TULSA OK 74120 marketing services 1618338 54 2100000 73646 953968 33688 3127614 PATIENT CARE REV 621990 474503924 474503924 P'SHIP INCOME RELATED TO PROGRAM SERVICES 541900 1810084 1731082 79002 OUTREACH LAB 621500 16105772 16105772 OFFICE SPACE REIMBURSEMENT 531120 687643 687643 MEDICARE/MEDICAID PAYMENTS 621990 201453917 201453917 694561340 22545112 22545112 0 0 278320 278320 278320 25320 253000 890310412 239211 879444479 6106763 10865933 -5867552 4998381 4998381 0 0 0 FOOD SERVICES 900004 4415480 4415480 AFFIL TELECOM & COMPUTER SUPP REV 621500 2778665 2778665 EMPLOYEE DAY CARE 624410 1063178 1063178 14958342 10400311 1014918 3543113 23215665 748726432 704882649 1119240 39596929 3956742 3956742 477361 477361 0 0 2420809 2420809 0 208379545 180899014 27480531 13946397 12145295 1801102 22414336 17057333 5357003 14950555 12858074 2092481 12429458 9494972 2934486 515604 77726 437878 463736 463736 352428 352428 0 1100619 1100619 18028340 17552866 475474 2979084 89373 2889711 172070136 162684776 9385360 1277969 851708 426261 0 14964505 4155336 10809169 235375 86530 148845 0 0 7428658 7428658 -5292993 546342 -5839335 37301506 883262 36418244 7367412 147348 7220064 BAD DEBT EXPENSE 48306499 48306499 AUXILIARY GIFT SHOP 600737 600737 FACILITY DUES/LICENSES 194316 160117 34199 MISC. ADMIN. EXPENSE 214687 138010 76677 587083821 472568684 114515137 0 243991508 231702391 54329590 49417545 17936598 18734325 4290061 5988268 608481093 330103010 276529702 278378083 229539791 386030511 343474299 330223109 0 0 12832575 0 16260005 25266839 1199184129 1325741071 49477304 51546941 134019 225349 225930760 224367033 51437389 54888792 326979472 331028115 X 872204657 994712956 872204657 994712956 1199184129 1325741071 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 352428 false 352428 false supplemental information SCHEDULE C, PART II-B, LINE 1G SAINT FRANCIS Hospital, Inc. THROUGH ITS MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND CATHOLIC HEALTH ASSOCIATION, PARTICIPATES IN LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY. IT IS LESS THAN A SUBSTANTIAL PART OF THE TOTAL EXPENDITURES IN A TAXABLE YEAR. THE LOBBYING AND GRASS ROOTS POLITICAL ACTIVITY IS RELATED TO LEGISLATION AFFECTING THE SYSTEM AND OPERATION OF THE SYSTEM FOR ITS CHARITABLE PURPOSES, IN PARTICULAR THE PROMOTION OF HEALTH. "GRASS ROOTS POLITICAL ACTIVITY" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT THE OPINIONS OF THE GENERAL PUBLIC OR ANY SEGMENT THEREOF. "LOBBYING" MEANS ANY ATTEMPT BY THE AHA TO INFLUENCE ANY LEGISLATION THROUGH AN ATTEMPT TO AFFECT OPINIONS OF THE GENERAL PUBLIC OR ANY SEGMENT THEREOF, ANY ATTEMPT TO INFLUENCE LEGISLATION THROUGH COMMUNICATIONS WITH ANY MEMBER OR EMPLOYEE OF A LEGISLATIVE BODY WHO MY PARTICIPATE IN THE FORMULATION OF LEGISLATION. 275001 5878670 6153671 275542907 119266084 156276823 14538566 7144254 7394312 289302368 203692672 85609696 22943581 22943581 278378083 127466507 F PRIVATE INVESTMETS-MARKETABLE 163288586 F PRIVATE INVEST-NONMARKETABLE 39468016 F 330223109 0 PROF LIABILITY INSURANCE RESER 15790224 MEDICARE COST REPORT 21206325 FAS 106 LIABILITY 7181781 ARO LIABILITY 1576667 SWAP DERIVATIVES 8505213 CAPITATED CLAIMS EXP INCURRED -188488 FIN 45 INCOME GUARANTEES 371433 ACCRUED INTEREST 445637 54888792 Supplemental Information FIN 48 Disclosure Saint Francis Hospital adopted ASC 740-10 (f/k/a FIN 48) in June 30, 2009. No disclosures were required under GAAP as Saint Francis Hospital does not have any material tax contingencies that required disclosures in the footnotes. true Central America and the Caribbean Unrelated Trade or Business Europe (Including Iceland and Greenland) Unrelated Trade or Business Supplemental Information Schedule F, Part I The activity listed in Part I relates to foreign investments. the investments do not generate unrelated business income. true true X true X 225. true X 225. true true true false true true 15476554 0 15576554 0.02890 72182415 66980785 5201630 0.00970 87658969 66980785 20778184 0.03860 313380 313380 0.00060 313380 313380 0.00060 87972349 66980785 21091564 0.03920 1368039 1368039 0.00250 3000000 3000000 0.00560 4368039 4368039 0.00810 false 16332575 13066060 148809125 129625626 19183499 X true true Saint Francis Hospital

6161 South Yale Ave Tulsa OK 74136

X X X X N/A The annual report for the filing organization is part of a consolidated report prepared at a health system level. A cost to charge ratio from worksheet 2 is used to calculate the amounts on lines 7a-7c. The amounts for 7e-7i would come from the general ledger and are not based on a cost to charge ratio. BAD DEBT EXPENSE USED IN CALCULATING THE PART I, LINE 7, COLUMN (F) PERCENTAGES WAS $48,306,499. Saint Francis Hospital's audited financial statements do not have a separate footnote describing bad debt expense. Saint Francis Hospital reports bad debt in accordance with generally accepted accounting principles (GAAP). Health Care Financial Management Association Statement 15 is followed to the extent that bad debt expense at cost is determined using the same cost to charge ratio that is used to calculate charity care and Medicaid shortfalls. Discounts and allowances are accounted for separately from bad debt expense. Accounts receivable are valued at net realizable value. Saint Francis estimates the allowances for uncollectible accounts based on historic write-offs and the aging of the accounts. The amount reported in part III section B is the shortfall that is estimated between the cost of providing services using the hospital's cost to charge ratio and the reimbursement received for providing these services. Saint Francis Hospital believes that this amount of unreimbursed cost should be considered community benefit. If the Medicare program did not exist, most of these patients would qualify for our charity policy and the cost of providing care to them would then be included with the charity that is reported in part I section 7. It is the policy of Saint Francis Hospital to pursue collections of patient balances from patients who have the ability to pay for these services. Saint Francis applies its collections efforts consistently and fairly to all patients regardless of insurance. If a patient does not have the financial resources to pay their outstanding balance it is the goal of Saint Francis Hospital to work with the patient to qualify them for our charity policy. If the patient qualifies for charity under our policy then we will write-off 100% of the amount owed. It is the feeling of the board of directors that our policy supports the mission of Saint Francis Hospital. One of this organization's fundamental operational goals is to identify and address the needs of the defined community that it serves. To do this the Saint Francis Health System must: 1)Gather and obtain information identifying those needs; and 2)Develop programs and services that address and provide access to those in greatest need of healthcare services. Historically, the health care system's focus has been caring for those who are sick or in harm's way. In order to make informed decisions on how to care for the sick, at-risk and minority populations, the system must first identify priority health needs. The Community Needs Assessment is the method utilized by the health system to identify those needs and make them available to the public upon request. The assessment is a compilation of national survey results, health information databases, government data, and analytical feedback from state and local partners. This data is used to identify potential courses of action based on existing health care facilities, available resources within the community, and capabilities of the community in terms of both socioeconomic and education status. Promoting the prevention of disease, reducing obesity, cessation of tobacco use, promoting healthy eating, promoting the health of low-income and at-risk communities, and planning for the changing needs of Seniors are among the public health issues that the assessment seeks to prioritize. Because of our not-for-profit designation we want to make sure that those who can not pay for services are given the opportunity to still have quality health care services. We promote and/or offer our charity policy in several different avenues to ensure patients are aware of our generous policy so they can access it. Our charity policy is first discussed in our patient financial responsibility handout we give to all our patients. All self pay patients are visited by a financial counselor upon admission to verify their self pay statuses. If the patient confirms their self pay status, then the counselor works with the patient to determine if the patient may qualify for assistance under a government sponsored plan. If the patient does not qualify for a government sponsored plan then the financial counselor works with the patient to try and get them qualified for charity based on the hospital's charity policy. Additionally, during the collections process we offer our charity policy as well as payment options as part of our patient responsibility follow up collections calls. Through an annual needs assessment a strategic plan is developed for the organization annually that focuses on the needs of the communities we serve. The primary counties served are Tulsa, Rogers, Wagoner, Creek, Okmulgee, Muskogee, and Mays. Saint Francis Hospital is a not for profit organization that is part of an integrated health care delivery system with the mission of extending the presence and healing ministry of Christ in all we do to those patients who are not able to provide care for themselves. Saint Francis Hospital is dedicated to giving back to the community in which its employees live and work. The goal of Saint Francis is to sustain and grow its technology, to attract talented health care professionals from across the country and to provide high quality patient care to all the residents of northeastern Oklahoma and the other neighboring states we serve. This can be seen in numerous construction projects that have been undertaken over the past several years. Most notable is the decision by our board of directors to construct a children's hospital when there was only one other children's facility in the state, and to undertake the financial strain that comes from running a children's hospital in a state where 60 plus percent of all the children are insured under the state Medicaid program. Not only is the construction of the building notable, but the infrastructure needed to make the hospital successful, including the recruitment of numerous sub specialists, ensures the highest quality of care is given to this most valuable patient resource. Saint Francis Hospital reinvests its net operating income back into the facility to improve patient care, to benefit society and to allow Saint Francis Hospital to carry out its vision to be the regional leader in the delivery of quality Catholic health care services. There is community representation on the governing body of the board of directors where the majority of the members are external and independent. The board of directors has the overall responsibility for the charitable, the clinical and the mission of Saint Francis Hospital and the rest of the entities that are a part of the Saint Francis Health System. The members of the board of directors are selected based on their areas of expertise and experience including such areas as education, research, business and government. The state of Oklahoma does not currently require its hospitals to file a community benefit report. For the last six years, however, Saint Francis has spent many man hours preparing a written report that is distributed across the state of Oklahoma to help educate the community on the benefits that Saint Francis provides to the communities we serve in return for our not for profit status. Saint Francis Hospital is part of the Saint Francis Health System. Saint Francis Hospital is the largest entity within the integrated health system. Annually, Saint Francis Hospital has one of the busiest emergency rooms in the state of Oklahoma. Over 90,000 patients are seen in the hospital's emergency room. Additionally, Saint Francis Hospital admits 40,000 plus patients and provides ancillary and diagnostic services on an outpatient basis to an additional 300,000 plus patients. 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THE APPLICATION PROCESS, APPROVAL PROCESS, MONITORING, AND IN THE EVENT OF DEFAULT, COLLECTION PROCESS TAKE PLACE IN THE HUMAN RESOURCE DEPARTMENT OF SAINT FRANCIS. IN THE EVENT HE/SHE IS AN EMPLOYEE OF SAINT FRANCIS, SAID APPLICANT MUST NOT HAVE ANY DISCIPLINARY COUNSELING OR POOR PERFORMANCE REVIEWS IN THEIR EMPLOYEE FILE. THE APPLICANT PRINTS AN ON-LINE SCHOLARSHIP APPLICATION, COMPLETES THE APPLICATION AND MAILS IT TO THE HR DEPARTMENT WITH ALL REQUESTED SUPPORTING DOCUMENTATION. UPON RECEIPT, THE APPLICANT IS NOTIFIED BY MAIL OR E-MAIL THAT THEIR APPLICATION HAS BEEN RECEIVED- AT THIS TIME A REQUEST FOR ANY MISSING INFORMATION IS MADE. IF THE APPLICANT IS SELECTED, THEY ARE NOTIFIED FOR AN INTERVIEW. ONCE INTERVIEWED, THE APPLICANT IS RANKED ACCORDING TO GPA, WORK EXPERIENCE, INSTATE OR OUT OF STATE RESIDENCY, WILLINGNESS TO WORK IN VARIOUS AREAS, AND ANY OUTSIDE ACTIVITIES OR AWARDS. APPLICANTS ARE THEN ARRANGED BY RANKING; BASED ON AVAILABILITY OF FUNDS, THE APPROPRIATE NUMBER OF APPLICANTS IS SELECTED. ONCE AN APPLICANT IS SELECTED, THEY MUST MEET CERTAIN CRITERIA TO CONTINUE TO RECEIVE SCHOLARSHIP FUNDS FROM SAINT FRANCIS. EACH APPLICANT MUST SIGN A WORK AGREEMENT (THIS AGREEMENT INCLUDES A DEFAULT CLAUSE, NOTING THE APPLICANTS RESPONSIBILITIES IN THE EVENT THEY DO NOT FULFILL THE AGREEMENT), THIS AGREEMENT STATES THAT THE APPLICANT WILL WORK FOR SAINT FRANCIS FOR SIX MONTHS FOR EACH SEMESTER THEY RECEIVE FUNDS. THEY MUST ALSO SUBMIT AN OFFICIAL TRANSCRIPT INDICATING SUCCESSFUL COMPLETION FOR THE SEMESTER ENDED, PRIOR TO RECEIVING FUNDS FOR THE SEMESTER. THE HR DEPARTMENT MONITORS EACH APPLICANTS GRADUATION DATE, THE SCHOLARSHIP FUNDS THEY HAVE BEEN AWARDED PER SEMESTER, THE TOTAL NUMBER OF SEMESTERS THEY WILL RECEIVE FUNDS, AND THE TOTAL AMOUNT OF TIME THEY WILL BE EMPLOYED WITH SAINT FRANCIS BASED ON FUNDS RECEIVED. IN ADDITION, AT SEMESTER END, ALL RECIPIENTS ARE CONTACTED REQUESTING ANY NECESSARY UPDATES TO TRANSCRIPTS, GRADUATION STATUS, AND TELEPHONE NUMBER, AND E-MAIL OR ADDRESS CHANGES. IN THE EVENT AN APPLICANT DOES NOT FULFILL THEIR SCHOLARSHIP AGREEMENT, THEY ARE CONTACTED VIA CERTIFIED MAIL THAT ALL FUNDS AWARDED ARE DUE IN FULL WITHIN 30 DAYS - AS NOTED IN THE DEFAULT CLAUSE OF THE WORK AGREEMENT. IF THE BALANCE IS PAID, IT IS APPROPRIATELY RECORDED AND A COPY OF THE PAYMENT IS INCLUDED IN THE FILE. IF THE BALANCE IS NOT PAID WITHIN 30 DAYS, COLLECTION EFFORTS ENSUE WITH WORKS AND LENTZ. X X X X false true false false false false false false false JAKE HENRY JR 0 754944 0 119461 0 34417 0 227271 0 8747 0 1144840 0 0 THOMAS G NEFF 253828 0 47040 0 6371 0 84985 0 9849 0 402073 0 0 0 JEFFREY C SACRA 182106 0 0 0 1447 0 51746 0 7258 0 242557 0 0 0 BARRY L STEICHEN 0 418596 0 182419 0 8852 0 120070 0 10558 0 740495 0 0 ERIC E SCHICK 184986 0 0 0 1843 0 45629 0 9384 0 241842 0 0 0 ROBERT E BUTLER 215913 0 0 0 9398 0 64965 0 7506 0 297782 0 0 0 LYNN SUND 292046 0 105369 0 9643 0 93124 0 10215 0 510397 0 0 0 WILLIAM SCHLOSS 296604 0 0 0 2853 0 118823 0 10247 0 428527 0 0 0 DAVID WAGNER 209016 0 20822 0 2821 0 60288 0 9575 0 302522 0 0 0 ROBERT OKADA MD 23140 1175638 0 0 0 0 0 30827 0 7706 23140 1214171 0 0 WILLIAM ROSS MD 17190 842616 0 0 0 0 0 27477 0 6644 17190 876737 0 0 RYAN GURSKY DO 43500 805259 0 0 0 0 0 29825 0 13005 43500 848089 0 0 PRESTON PHILLIPS MD 43500 608086 0 0 0 16500 0 30827 0 756 43500 656169 0 0 ROGER BARTON MD 62093 689792 0 0 0 0 0 30827 0 12249 62093 732868 0 0 MICHAEL SPAIN MD 51575 654453 0 0 0 16500 0 30827 0 13083 51575 714863 0 0 Supplemental Nonqualified retirement plan Schedule J, Part I, Line 4b A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES OF SAINT FRANCIS HEALTH SYSTEM, INC., AND ITS RELATED ENTITIES SAINT FRANCIS HOSPITAL, INC. LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC., WARREN CLINIC, INC., PATIENT CARE SERVICES OF SAINT FRANCIS, INC., AND SAINT FRANCIS HOSPITAL SOUTH, LLC, ARE ELIGIBLE TO PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(b) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED UNDER THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001. NOTE: NONE OF THE INDIVIDUALS LISTED ON SCHEDULE J ARE COMPENSATED AS BOARD MEMBERS OF THE REPORTING ENTITY. THE REPORTED COMPENSATION IS FOR SERVICES AS EMPLOYEES OF THE REPORTING ENTITY OR THE RELATED ORGANIZATION. TULSA COUNTY INDUSTRIAL AUTHORITY 521526494 899520AZ3 2006-11-14 229140663 See Schedule O false false 229140663 25310000 1590323 202240340 2009 true false true true false false false false true 0.00000 0.00000 0.00000 true false false false false false false X 1 12993 FMV X Misc. In-Kind Donations 3 20695 FMV false false false Supplemental Information PART VI, LINE 1B THE CORPORATION DELEGATES ITS GOVERNANCE TO THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM, INC. (SFHS). THE SFHS BOARD IS COMPRISED OF 13 DIRECTORS, 8 OF WHOM ARE INDEPENDENT. PART VI, LINE 2 WILLIAM K. WARREN JR. SERVES ON OTHER NON HEALTH SYSTEM BOARDS WITH W. R. LISSAU, A DIRECTOR, JAKE HENRY JR., A DIRECTOR, AND HENRY ZARROW, A TRUSTEE. W.R. LISSAU, A DIRECTOR, HAS BUSINESS RELATIONSHIPS WITH WILLIAM K. WARREN JR., A TRUSTEE. JAKE HENRY JR., AN OFFICER AND DIRECTOR, SERVES ON OTHER BOARDS OUTSIDE OF SAINT FRANCIS HEALTH SYSTEM WITH WILLIAM K. WARREN JR., A TRUSTEE, HENRY ZARROW, A TRUSTEE, AND W.R. LISSAU, A DIRECTOR. PART VI, LINE 3 THE CORPORATION DELEGATES ITS GOVERNANCE TO SFHS. PART VI, LINE 6 THE MEMBERS OF THE CORPORATION ARE WILLIAM K. WARREN, JR., HENRY ZARROW, AND THE MOST REVEREND EDWARD J. SLATTERY. THEIR ROLES AS TRUSTEES AT SAINT FRANCIS HEALTH SYSTEM DICTATES THAT THEY ARE MEMBERS OF SAINT FRANCIS HOSPITAL. PART VI, LINE 7A THE MEMBERS OF THE CORPORATION ELECT THE DIRECTORS AT A SPECIAL OR ANNUAL MEETING. PART VI, LINE 7B THE MEMBERS MUST APPROVE THE SALE OF ASSETS WITH A VALUE GREATER THAN $10,000,000, AMENDMENTS TO THE CERTIFICATE OF INCORPORATION, MERGER OR CONSOLIDATION, THE SALE, LEASE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS AND PROPERTY OF THE CORPORATION, THE DISSOLUTION OR REVOCATION OF DISSOLUTION OF THE CORPORATION, AND AMENDMENTS TO THE BYLAWS OF THE CORPORATION. PART VI, LINE 11 The Form 990 of Saint Francis Hospital, Inc. will be posted to a portal on the Saint Francis Health System, Inc. website. Each member of the finance committee of Saint Francis Health System, Inc. will receive a password to the portal where they can view the Form 990 for at least one week before it is filed. PART VI, LINE 12C THE CORPORATION USES THE CONFLICT OF INTEREST DISCLOSURE AND RESOLUTION PROCESS OF SAINT FRANCIS HEALTH SYSTEM, INC. ALL TRUSTEES, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE DISCLOSURES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM. THE FINANCE COMMITTEE DETERMINES IF AN ACTUAL CONFLICT EXISTS AND, IF SO, WHAT MEASURES SHOULD BE TAKEN TO MANAGE THE CONFLICT. PART VI, LINE 15A&B THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SAINT FRANCIS HEALTH SYSTEM, INC., IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF TOP MANAGEMENT EMPLOYEES. THE COMMITTEE IS STAFFED ENTIRELY BY INDEPENDENT VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES THE SERVICES OF AN OUTSIDE CONSULTANT WHO PROVIDES BENCHMARKING DATA AND GUIDANCE REGARDING EXECUTIVE COMPENSATION. THE FINDINGS OF THE COMMITTEE ARE DOCUMENTED IN MINUTE FORMAT. PART VI, LINE 19 REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE EVALUATED ON A CASE-BY-CASE BASIS. PART VII THE HOURS PER WEEK REPORTED ON FORM 990, PART VII FOR OFFICERS AND DIRECTORS ARE THE HOURS SPENT ON THE FILING ENTITY ONLY. THE REMAINING 40 HOURS FOR THE OFFICERS AND DIRECTORS WITH RELATED COMPENSATION IS ALLOCATED AMONGST THE ENTITIES REPORTED ON SCHEDULE R. PART VIII, LINE 11D THE HOSPITAL PROVIDES HEALTH AND MEDICAL EDUCATION TO PATIENTS, EMPLOYEES, AND OTHER COMMUNITY MEMBERS. THE HOSPITAL IS ABLE TO BETTER SERVE THE COMMUNITY BY PROVIDING ADDITIONAL SERVICES SUCH AS HOME HEALTH CARE AND HOSPICE AFFILIATED ENTITIES. Schedule K, Part I, Line A, Column (f) The Series 2006 Bonds are being issued by the issuer for the purpose of loaning the proceeds thereof to Saint Francis Health System for the purpose of acquiring, furnishing, improving and equipping certain additions, extensions, and improvements to Saint Francis Hospital including but not limited to (i) acquiring, furnishing, improving, constructing and equipping certain additions, extensions, and improvements to the Tulsa heart hospital of Saint Francis, Tulsa, Oklahoma and certain ancillary and support facilities thereto; (ii) acquiring, furnishing, improving, and equipping certain additions, extensions, and improvements to Saint Francis Hospital including, without limitation, the construction of a new Children's Hospital and parking garage, an employee parking garage and a new cardiology department; (iii) refunding and refinancing the Issurer's outstanding Health Care Revenue Bonds, Refunding Series 2003 (Saint Francis Health system, inc.) initially issued to refund certain indebtedness of the authority used to acquire, furnish, improve and equip certain additions extensions and improvements to the Saint Francis Health System (collectively, the "Project"); and (iv) paying the cost of issuance of the Series 2006 Bonds. SAINT FRANCIS OUTREACH SERVICES LLC 6600 S YALE AVE STE 400 Tulsa OK 741363319 141841340 Health SVCS OK 20394175 1516410 SFH CARE COMMUNICATIONS LLC 6600 S YALE AVE STE 400 Tulsa OK 741363319 260015989 Comm SVCS OK 3069734 4054366 SFH SAINT FRANCIS BREAST CENTER MRI LLC 6600 S YALE AVE STE 400 Tulsa OK 741363319 201919259 health svcs OK 525433 62962 SFH SAINT FRANCIS HEALTH SYSTEM INC 6600 S YALE AVE STE 400 Tulsa OK 741363319 731501972 health svcs OK 501(C)(3) 11b TYPE II NA SAINT FRANCIS HOSPITAL SOUTH LLC 6600 S YALE AVE STE 400 tulsa OK 741363319 010603214 health svcs OK 501(C)(3) 3 na LAUREATE PSYCHIATRIC CLINIC & HOSPITAL 6600 S YALE AVE STE 400 tulsa OK 741363319 731308273 health svcs OK 501(C)(3) 3 SFHS WARREN CLINIC INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731310891 health svcs OK 501(C)(3) 3 SFHS PATIENT CARE SERVICES OF SAINT FRANCIS 6600 S YALE AVE STE 400 tulsa OK 741363319 730803027 health svcs OK 501(C)(3) 3 SFHS SAINT FRANCIS HOME HEALTH INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731234331 health svcs OK 501(C)(3) 11a TYPE I na WARREN CANCER RESEARCH FOUNDATION 6600 S YALE AVE STE 400 tulsa OK 741363319 731426265 cancer rsrch OK 501(C)(3) 4 na MCALESTER MEDICAL CORPORATION 6600 S YALE AVE STE 400 tulsa OK 741363319 730710406 holding co OK 501(C)(2) na THE CHILDREN'S HOSPITAL FD at st fr 6600 S YALE AVE STE 400 tulsa OK 741363319 202843418 health svcs OK 501(C)(3) 11a TYPE I SFHS SERVICE COLLECTION ASSOCIATION INC 6600 S YALE AVE STE 400 tulsa OK 741363319 730927856 inactive OK 501(E) na SPRINGER CLINIC INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731414359 health svcs OK na s corp 35618016 11272644 1.00000 RELATED HEALTH SERVICES INC 6600 S YALE AVE STE 400 tulsa OK 741363319 731288715 health svcs OK na s corp 2247171 46549649 1.00000 XAVIER INSURANCE COMPANY INC 76 ST PAUL ST STE 500 burlington VT 054014477 030333599 captive insurance VT na c corp SAINT FRANCIS PAYROLL SERVICES LLC 6600 S YALE AVE STE 400 Tulsa OK 741363319 450470422 common pay agent OK na c corp ARROWHEAD RIDGE OWNERS ASSOCIATION INC 6600 S YALE AVE STE 400 tulsa OK 741363319 522418279 holding company OK Na c corp SFHs GENeral Professional liability PO BOX 3038 MILWAUKEE WI 53215 756583874 self insurance OK na trust false true true false false false false false true true true true false false true true true true Warren Cancer Research Foundation B 300000 Warren Cancer Research Foundation k 136539 Warren Cancer Research Foundation o 202153 Warren Cancer Research Foundation p 215899 The Children's Hosp FnD at Saint Francis c 2356349 The Children's Hosp FnD at Saint Francis p 90463 The Children's Hosp FnD at Saint Francis o 820265 PATIENT CARE SERVICES OF SAINT FRANCIS INC j 100057 PATIENT CARE SERVICES OF SAINT FRANCIS INC p 2243676 PATIENT CARE SERVICES OF SAINT FRANCIS INC k 842987 PATIENT CARE SERVICES OF SAINT FRANCIS INC o 1914158 SAINT FRANCIS HOME HEALTH INC c 2700000 SAINT FRANCIS HOME HEALTH INC l 56949 SAINT FRANCIS HOME HEALTH INC p 16008678 SAINT FRANCIS HOME HEALTH INC k 6356531 SAINT FRANCIS HOME HEALTH INC o 6488590 SAINT FRANCIS HOSPITAL SOUTH LLC b 6804305 SAINT FRANCIS HOSPITAL SOUTH LLC p 54098060 SAINT FRANCIS HOSPITAL SOUTH LLC r 2603299 SAINT FRANCIS HOSPITAL SOUTH LLC k 4255263 SAINT FRANCIS HOSPITAL SOUTH LLC o 40014613 SAINT FRANCIS HOSPITAL SOUTH LLC l 1047168 LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC p 41673218 LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC k 2531726 LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC o 30014503 LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL INC q 76086 WARREN CLINIC INC c 360000 WARREN CLINIC INC l 3104366 WARREN CLINIC INC p 135744496 WARREN CLINIC INC j 59393 WARREN CLINIC INC j 66265 WARREN CLINIC INC k 3467753 WARREN CLINIC INC o 128575470 ALL SAINTS HOME MEDICAL LLC k 3004156 ALL SAINTS HOME MEDICAL LLC o 11511700 ALL SAINTS HOME MEDICAL LLC p 13437890 ALL SAINTS HOME MEDICAL LLC r 177578 ALL SAINTS HOME MEDICAL LLC l 11478596 RELATED HEALTH SERVICES INC c 1700000 RELATED HEALTH SERVICES INC k 361730 RELATED HEALTH SERVICES INC o 4554895 RELATED HEALTH SERVICES INC l 166251 RELATED HEALTH SERVICES INC p 2954192 SPRINGER CLINIC INC k 955986 SPRINGER CLINIC INC o 31360157 SPRINGER CLINIC INC j 670017 SPRINGER CLINIC INC l 343925 SPRINGER CLINIC INC p 10687914 MCALESTER MEDICAL CORPORATION b 183267 MCALESTER MEDICAL CORPORATION r 3542361 WARREN CLINIC INC Q 3543545 SAINT FRANCIS HOSPITAL SOUTH LLC q 406305 PATIENT CARE SERVICES OF SAINT FRANCIS INC r 138123 communitycare mngd hlthcare plans of ok inc p 82681853 SFHS GENERALPROFESSIONAL LIABILITY TRUST b 5000000