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SEE ALSO SCHEDULE O "2010 REPORT." 97662119 true false false true false false false false false true false false false true true false true false false false false false false false false true true false false true true false false false false false false false false false true false false false false false true true false false false true 111 0 1030 true true true false false false false false false false false false X 11 10 false false false false false false false true true false false true true true true true true true true true true IL X DONALD W SHANHOLTZER 8159422932 150 WEST HIGH STREET MORRIS IL 60450 LEON RESIDORI 1.0 X X 0 0 0 BRUCE BAKER 1.0 X X 0 0 0 MICHAEL RITTOF 1.0 X X 0 0 0 BARRY NARVICK 1.0 X 0 0 0 JOHN SCALA MD 1.0 X 0 0 0 KELLY BEATY 1.0 X 0 0 0 CATHY MACCHIETTO 1.0 X 0 0 0 SHELDON SOBOL 1.0 X X 0 0 0 RODNEY ENGSTROM 1.0 X 0 0 0 JACKIE GOOGINS 1.0 X 0 0 0 JOHN ROTH MD 1.0 X 0 0 0 THOMAS MEYER 40.0 X 236497 0 12151 MARK STEADHAM 40.0 X 121750 0 417 DENNIS MAHONEY 40.0 X 166339 0 9054 CAROL HAVEL 40.0 X 157059 0 9325 BEATRIZ SETRINI 40.0 X 298741 0 12228 LLOYD FLATT 40.0 X 229799 0 12006 RITA HART 40.0 X 217572 0 12390 CESAR REYES 40.0 X 189636 0 7715 IAN BEST 40.0 X 242885 0 9916 CLIFFORD CORBETT 40.0 X 230006 0 0 BILLY BRUCE 40.0 X 161562 0 0 2251846 0 85202 45 true true false MAYO COLLABORATIVE SERVICES INC PO BOX 9146 MINNEAPOLIS MN 554809146 LABORATORY SERVICES 481065 CONSTRUCTION DESIGN SERVICES LTD 249 E PROSPECT AVE SUITE 100 MT PROSPECT IL 600563236 Construction Service 467105 Center for Surgery and Breast Healt 300 Barney Drive STE A JOLIET IL 60435 Trauma Coverage 220250 TROTTER LANDSCAPE COMPANY 3605 N RT 47 PO BOX 110 MORRIS IL 60450 SNOW REMOVAL/MOWING 262063 UNITED SHOCKWAVE SERVICES INC PO BOX 2178 DES PLAINES IL 600172178 UROLOGICAL SERVICES 239000 17 3909 3909 NET PATIENT REVENUE 621500 114106186 114029329 76857 0 114106186 2541041 2541041 0 0 160928 0 160928 160928 160928 7449751 34350 7553768 220787 -104017 -186437 -290454 -290454 0 0 0 CAFETERIA 900099 318344 318344 MOBILE MEALS 900099 27286 27286 MEDICAL RECORD FEE 900099 2260 2260 200337 200337 548227 117069837 114029329 76857 2959742 0 0 0 0 478654 416429 62225 0 44375948 38607075 5768873 0 10384961 9034916 1350045 3682989 3204200 478789 0 310327 269984 40343 114500 99615 14885 0 907 907 871762 758433 113329 5975907 5199039 776868 0 18384990 15994941 2390049 0 0 2505897 2180130 325767 0 0 0 1845031 1605177 239854 0 7602250 6613957 988293 1751675 1523957 227718 BAD DEBT ALLOWANCE 6431245 5595183 836062 TRANSFERS 633733 551348 82385 DUES/BOOKS/SUBS 490696 426906 63790 FOOD 385609 335480 50129 POSTAGE/MAIL/COURIER 198339 172555 25784 5830797 5072794 758003 112256217 97662119 14593191 907 1357357 863000 3917845 6654287 13415628 14124116 3161812 3605768 1546592 2015875 153430633 78186258 76326646 75244375 42258079 46340282 844585 740401 7377061 7071882 150205605 156659986 10384691 12038651 46825000 45749006 6954030 8816130 64163721 66603787 X 85989151 90003466 32733 32733 20000 20000 86041884 90056199 150205605 156659986 X 4813620 -799305 X false true true X false X false false false false false false false false false false false true 33344 33344 false DUES TO AMERICAN HOSPITAL ASSOCIATION & ILLINOIS HOSPITAL ASSOCIATION SCH C PART II-B 26.13% OF TOTAL $20,709 PAYMENT FOR 2010 DUES OWED TO AMERICAN HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 37% OF TOTAL $75,494 PAYMENT FOR 2010 DUES OWED TO ILLINOIS HOSPITAL ASSOCIATION REPRESENT LOBBYING COSTS. 6550097 6550097 62688027 24061618 38626409 1585734 95431 1490303 73195736 50278132 22917604 9411039 3751077 5659962 75244375 0 ASBESTOS ABATEMENT 65239 EST 3RD-PARTY PAYOR SETTLEMENT 6717288 DUE FROM MEDICAID 2033603 8816130 117069837 112256217 4813620 238782 -728387 -489605 4324015 117066787 238782 860754 1099536 115967251 1102586 1102586 117069837 112742772 486555 486555 112256217 112256217 ASC SUBTOPIC 740-10 On January 1, 2008, the Hospital adopted ASC Subtopic 740-10, Accounting for Uncertainty in Income Taxes-An Interpretation of FASB Statement No. 109. ASC Subtopic 740-10 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under ASC Subtopic 740-10, the Hospital must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Subtopic 740-10 also provides guidance on derecognition, classification, interest and penalties on income taxes, and accounting in interim periods and requires increased disclosures. As of December 31, 2010 and 2009, the Hospital does not have a liability for unrecognized tax benefits. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 CHANGE IN FAIR VALUE OF DERIVATIVE INSTURMENTS (1,102,586) NET INCOME ATTRIBUTABLE TO MORRIS HOSPITAL FOUNDATION 370,959 NET INCOME ATTRIBUTABLE TO MORRIS HOSPITAL AUXILIARY 3,240 ------------ (728,387) RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 2D REVENUE ATTRIBUTABLE TO MORRIS HOSPITAL FOUNDATION 578,806 REVENUE ATTRIBUTABLE TO MORRIS HOSPITAL AUXILIARY 281,948 --------- 860,754 RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 4B CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS 1,102,586 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D EXPENSES ATTRIBUTABLE TO MORRIS HOSPITAL FOUNDATION 207,847 EXPENSES ATTRIBUTALBE TO MORRIS HOSPITAL AUXILIARY 278,708 --------- 486,555 true true true X true X 600. true true true false true true 4788 3350088 0 3350088 0.03170 17194 12645773 8930883 3714890 0.03510 35087 45281921 30323785 14958136 0.14130 57069 61277782 39254668 22023114 0.20810 26 15586 352290 24752 327538 0.00310 5 1749 373991 2890 371101 0.00350 3 32 295449 0 295449 0.00280 0 0 0 0 5 33822 420302 28945 391357 0.00370 39 51189 1442032 56587 1385445 0.01310 39 108258 62719814 39311255 23408559 0.22120 1 0 1876 0 1876 1 0 1876 0 1876 false 6431245 2135173 30323785 45281921 -14958136 X true true Deerpath Orthopedic Surgery 0.45600 0.54400 Surgical Center 1 1 MORRIS HOSPITAL

150 WEST HIGH STREET MORRIS IL 60450

X MORRIS HOSPITAL 1 11 RADIATION THERAPY CENTER

1600 US RTE 6 MORRIS IL 60450

RADIATION & ONCOLOGY CLINIC RIDGE ROAD CAMPUS

27240 W SAXONY DRIVE CHANNAHON IL 60410

IMMEDIATE CARE CTR THE DIAGNOSTIC & REHABILITATIVE CENTER

100 WEST GORE RD MORRIS IL 60450

PHYSICAL THERAPY & IMMEDIATE CARE CTR MINOOKA HEALTHCARE CENTER

27240 W SAXONY DRIVE CHANNAHON IL 60410

CLINIC CHANNAHON HEALTHCARE CENTER

25259 REED STREET CHANNAHON IL 60408

CLINIC MARSEILLES HEALTHCARE CENTER

580 SYCAMORE STREET MARSEILLES IL 61341

CLINIC MORRIS HEALTHCARE CENTER

1345 EDWARDS STREET MORRIS IL 60450

CLINIC BRAIDWOOD HEALTHCARE CENTER

389 EMAIN STREET BRAIDWOOD IL 60408

CLINIC DWIGHT HEALTHCARE CENTER

101 S PRAIRIE AVENUE DWIGHT IL 60420

CLINIC NEWARK HEALTHCARE CENTER

5 N JOHNSON STREET NEWARK IL 60541

CLINIC GARDNER HEALTHCARE CENTER

409 N ROUTE 53 GARDNER IL 60424

CLINIC Schedule H, Part I Line 3c, 6a, 7g, 7f, and 7 Line 3c Not applicable as the organization does follow federal poverty guidelines to determine eligibility for providing charity and discounted care to low-income uninsured and underinsured individuals. Line 6a The Hospital's community benefit report is available upon request. Line 7g The Hospital has not included any costs attributable to physician clinic as part of their subsidized health services. Line 7f The percent of charity care and certain other benefits at cost as a percent of total expense less bad debt is 22.12%. Line 7 Charity care is calculated by determining the total amount from patient billing that is written off to charity care charge codes or allowances. This amount matches the number that is reported on our year ending 2010 audited financial statements. The total charity care dollar amount is then reduced to cost by applying the Hospital's cost to charge ratio as calculated on IRS schedule H - worksheet 2. Schedule H, Part II Community Coalition and Collaborative Efforts Throughout the year, Morris Hospital furthers its mission of improving the health of area residents by participating in a number of community-building activities in collaboration with other organizations. Morris Hospital is one of the key players on the steering committee for the Community Needs Assessment, working in collaboration with the Grundy County Health Department, Community Foundation of Grundy County, Grundy County Housing Authority, Grundy County Chamber of Commerce, and United Way of Grundy County. The cost for the current study was paid for through a grant from the Morris Hospital Foundation. The Steering Committee uses the results of the study to address local public health priorities and to create a plan to address ways to improve access to health services and enhance public health. Since the latest community analysis was just completed in 2011, the action plan is still in development, with The Grundy County Board of Health exercising authority over the IPlan Steering Committee. Morris Hospital participates in a number of health education programs and screenings throughout the year at the request of other organizations, including in 2010 the Environmental Fair sponsored by the University of Illinois Extension office, a senior health fair in Mazon sponsored by Quality Home Health, a heart healthy lecture for students at Milton Pope Elementary School, and Babysitting Training classes in cooperation with the American Red Cross. Currently, Morris Hospital offers free senior exercise classes for the community at the Coal City Public Library, Mazon Grade School and the United Methodist Church in Minooka. The goal is to help seniors improve their mobility, flexibility and strength while providing socialization. Phyllis, of Morris, has been attending Morris Hospital's free senior exercise classes twice a week for more than eight years and says if it weren't for the exercise class, she doubts she would be exercising. She has found that exercising helps her move about and go up and down the stairs more easily, not to mention the social aspects of the class. The hospital's investment in staff salaries to teach the exercise classes was $60,000 in 2010. Each year, Morris Hospital partners with a number of area organizations to offer a Camp 911 safety program to area 4-6th graders. 2010 Camp 911 community partners included Morris Emergency Medical Services, Morris Fire Department, Grundy County Sheriff's Department, Morris Police Department, Minooka Fire Department, Grundy County Chapter of the American Red Cross and Superior Air Ambulance. Morris Hospital improves access to health services by providing community members free rides to medical appointments through its free Patient Transportation Service. This occurred 16,255 times in 2010. Rides are provided regardless of whether the medical provider is associated with Morris Hospital. The service was started in 1998 in response to an identified need for increased transportation service in the county. The service is available to any community member needing a ride and is especially used by seniors and low-income community members. In coordinating the rides, Morris Hospital works in cooperation with a number of other health providers when providing this service, including Silver Cross kidney dialysis, Fresenius Hemodialysis Clinic, ATI Physical Therapy, Morris Health & Rehab Center, Walnut Grove Nursing Home, Park Pointe Assisted Living, Heritage Manor nursing home, and Ortiz Eye & Hearing, Many of these riders have indicated that they have no other way to get to their appointment, such as Patrick from Morris, who became unable to work or drive after being involved in a serious car accident. Over a period of five years, he used Morris Hospital's free patient transportation service at least 150 times and says he's never had to miss an appointment. "I don't know what I would do without them," he said. Morris Hospital works in collaboration with Morris Mobile Meals by preparing daily, nutritious meals to people of all ages and economic circumstances, including children, the elderly, ill, disabled and homebound. The Nutrition Services staff at the Hospital cooks and prepares the meals daily, which are delivered by volunteers from Mobile Meals. Over 12,000 meals were prepared in 2010. While clients pay a nominal fee to Mobile Meals, Morris Hospital is reimbursed only for the cost of the food and related supplies so the meals can remain affordable for those who use the service, with Morris Hospital donating $55,298 in staff time. As part of a commitment to supporting our community's future healthcare providers, the Hospital devoted over $103,431 in staff time mentoring students studying to become nurses, paramedics, respiratory therapists, pharmacists, lab and radiology technologists through Joliet Junior College, College of DuPage, Illinois Valley Community College, Kankakee Community College, Lewis University, Midwestern University, Swedish American University, University of St. Francis, and Grundy Vocational Center. It is imperative that these students have a place to complete their critical training. By helping students train in preparation for entering the healthcare workforce, we are helping to improve access to healthcare services in the future. Morris Hospital continues to provide financial donations at the request of a number of community organizations whose mission closely mirrors the Hospital's. The hospital's contributions help these organizations meet their goals of enhancing public health or relieving government burden. In 2010, over $43,000 was donated to Gardner South Wilmington H.S., Coal City H.S., and Morris H.S. for prom safety events; Big Brothers Big Sisters of Will and Grundy County for mentoring services; the Will County Children's Advocacy Center for services for abused children; Dwight EMS for its children's safety program; Guardian Angel for its services for women needing shelter; Joliet Area Community Hospice and Grundy Community Hospice for their end of life and grief services; Newark Fire Department for fire safety education materials; March of Dimes for research on birth defects; the American Cancer Society for cancer services and research; Running for Life for ovarian cancer awareness; the Morris Police Department for a safety educational materials; the Morris Fire Protection District for fire safety education materials; the Minooka Police for violence awareness education; the Dwight Fire Department for fire safety education materials; and Shabbona Middle School for drug awareness education. Each year, the Morris Hospital Foundation provides funding to help area organizations improve the health and well-being of community residents through its Community Healthcare/Wellness Grant Program. These activities originate from the requesting community group, with the Morris Hospital Foundation providing the funding to make it financially feasible. In 2010, 12 organizations received grants totaling $30,000, including: Illinois Valley Industries for three AEDs, the Mazon Police Department for emergency equipment, the South Wilmington Volunteer Fire Department for a hydraulic stretcher, the Coal City Fire Department for an AED, We Care of Grundy County for its prescription assistance program, the Morris Area Public Library for first aid kids and AEDs, the American Red Cross for CPR manikins, Boy Scout Troop 496 for an AED, Guardian Angel Services for AEDs, Braceville Fire Protection District for a pulse oximeter and carbon monoxide detector, Easter Seals for expanding developmental screenings into Grundy County, and the Grundy County Health Department for the community needs assessment. Without funding from the Morris Hospital Foundation, these organizations would likely be requesting funding from other sources including those offered by the government. At the request of area organizations, Morris Hospital provides personnel to offer their talents and expertise by serving as volunteer leaders on boards of directors. In 2010 this included the Vice President of Planning serving on the Grundy County Chamber of Commerce board, the Director of Information Services serving on the Grundy Economic Development Council and Will Grundy Medical Clinic boards, the Manager of PACS serving on the United Way of Grundy County board, and the Public Relations Manager serving on the Illinois River Area Chamber of Commerce board. With substance abuse and mental health identified as top priorities on the Community Needs Assessment, the Hospital has initiated a contract with the local psychiatry group, Institute for Personal Development, to assure that the mental health needs of patients who present through the Morris Hospital Emergency Department are met. The arrangement is particularly critical at this time, when cuts by the State of Illinois have (eliminated/significantly reduced) mental health services through the county health department. Morris Hospital is a significant partner of Schedule H, Part III Line 4, 8, and 9 Line 4 THE HOSPITAL BELIEVES THAT ITS CHARITY CARE AND THE RELATED COMMUNITY BENEFIT REALIZED FROM THAT CARE, IS NOT FULLY REFLECTED AT ITS TRUE VALUE BECAUSE IT DOESN'T CAPTURE ALL PATIENTS THAT COULD QUALIFY BUT FOR WHAT EVER RATIONALE, DO NOT APPLY FOR SUCH ASSISTANCE. IT IS LOGICAL THAT THE HOSPITAL'S BAD DEBT INCLUDES AN AMOUNT THAT COULD/SHOULD BE CONSIDERED AS CHARITY CARE IF THE APPLICATION FOR IT WAS COMPLETED. BAD DEBT EXPENSE AS REFLECTED ON THE HOSPITAL'S FINANCIAL STATEMENTS INCLUDES (1) WRITE-OFFS FROM THE PATENT BILLING SYSTEM (2) RECOVERIES OF PRIOR BAD DEBTS WRITTEN OFF AND (3) ADJUSTMENTS TO THE PROVISION OF ALLOWANCE FOR BAD DEBT EXPENSE. ADJUSTMENTS TO THE ALLOWANCE ACCOUNT IS NECESSARY TO ADEQUATELY PROVIDE AN ESTIMATE OF BAD DEBT EXPENSE RELATED TO CURRENT YEAR'S PATIENT ACCOUNTS RECEIVABLE. (THE ALLOWANCE ACCOUNT IS REFLECTED AS A CONTRA RECEIVABLE ACCOUN T ON THE HOSPITAL'S BALANCE SHEET). THIS ADJUSTMENT IS BASED ON THE MONITORING OF THE PRIOR YEAR'S RECEIVABLE HISTORICAL WRITE OFFS AND RECOVERIES TO USE AS AN ESTIMATE OF CURRENT YEAR EXPECTED EXPERIENCE. Bad debt expense attributable to charity care, which includes an allowance for charity care, was calculated using the cost to charge ratio on the IRS schedule H worksheet 2. Line 8 The Hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. Since it is the mission of the hospital to respond to community need, hospital management continually advocates for improved Medicare payment so that the cost of quality care to those patients that are not able to afford it is not compromised and is fairly subsidized by all payers. While this shortfall in Medicare payments is not classified as community benefit by the IRS, we nonetheless believe it is an important contribution made by the hospital to the health and well being of the community. Our mission calls us to serve all patients with the highest possible quality and efficiency, even if we are not paid fully for doing so. Line 9 Patients are given adequate time to apply for Financial Assistance before the patient account is sent to collection. We have also implemented Automated Charity Scoring for the uninsured that allows us to process Charity without an application. For any account already placed with an agency a patient can still apply for Financial Assistance and if they are qualified for charity an adjustment is made and the Hospital notifies the agency and the account is cancelled. Schedule H, Part VI Line 2, 3, 4, 5, 6 & 7 Line 2. Needs assessment. Over the past several years, Morris Hospital & Healthcare Centers has partnered with the Grundy County Health Department to conduct a Community Health Needs Assessment and Plan approximately every five years. The most current document is titled "Grundy County Community Analysis 2011." The previous plan served the time frame of 2005-2011. The 2011 Analysis was prepared by Health Systems Research for the Grundy County Health Department and IPlan Steering Committee, which Morris Hospital serves on along with other community agencies. The study was funded through a grant awarded by Morris Hospital Foundation to the Grundy County Health Department. The data sources used by Health Systems Research for the 2011 plan include the U.S. Census, Illinois Department of Public Health, Illinois Department of Employment Security, Illinois Uniform Crime Reporting Program, Illinois Hospital Association COMPdata, Illinois Youth Survey and National Center for Health Statistics. The report includes information on population descriptors and migration, housing, education and employment, income and poverty, crime and safety, births and deaths, and health status, behaviors and utilization. The completed analysis shows cancer, heart disease, stroke, accidents, respiratory disease and diabetes are the top causes of death in Grundy County. In fact, almost one-half of Grundy County deaths are due to heart disease or cancer. While the Steering Committee is currently working on developing a plan that addresses the health problems outlined in the analysis, Morris Hospital also uses this data in its own strategic planning process. For example, over the past several years, Morris Hospital has placed emphasis on cardiac services by adding angioplasty and stenting treatment capabilities, regularly offering a cardiac health risk assessment, working with EMS providers to add EKG transmitting capabilities from the field, and adding a support group for women with heart disease. The 2011 analysis did show a decrease in the heart disease death rate in Grundy County since the completion of the last community health needs assessment. The Grundy County Board of Health exercises authority over the IPlan Steering Committee and completion and execution of an action plan related to the 2011 analysis. Line 3. Patient education of eligibility for assistance. As stated in the Provision of Financial Assistance policy, Morris Hospital & Healthcare Centers is a not-for-profit, tax-exempt entity with a charitable mission of providing medically necessary health care services to residents of the City of Morris and the Hospital's defined service area, regardless of their financial status and ability to pay. Processes and procedures exist for identifying and assisting patients whose care may be provided without charge or at a discount commensurate with their financial resources and ability to pay. When possible, a Financial Service Representative conducts an interview with the patient, the guarantor, and/or his or her legal representative, prior to the admission or rendering of service. If an interview is not possible prior to the admission or rendering of service, the interview is conducted upon admission or as soon as possible thereafter. A Financial Representative is located within the Emergency Department, as this is the first point of care for a significant number of individuals qualifying for financial assistance. This makes the Financial Representative more easily accessible to patients. However, in the case of an emergency admission, the evaluation of payment alternatives does not take place until the required medical care has been provided. Before beginning the application process for financial assistance from Morris Hospital, the Financial Representative will first determine if the patient qualifies for medical assistance from other existing financial resources such as Medicare, Medicaid, KidCare, FamilyCare, Will-Grundy Medical Clinic, or other state and federal programs. While it is the intention to identify patients who qualify for financial assistance at the time of registration, there are instances when it is not possible to determine the need for financial assistance at that point. As part of a strategy to reach patients with this important information, signage regarding the availability of financial assistance is posted in both English and Spanish at various locations throughout the Hospital and the offsite locations. An overview of the financial assistance program is available on the Hospital's website, along with a downloadable copy of the financial assistance application. Information on financial assistance is also included in the Patient Guide that is given to all inpatient and observation patients. In addition, patient account correspondence sent to patients includes a statement regarding the availability of the financial assistance program and a contact number. Any patient whose payment is 30 days late and has not already been denied financial assistance is sent information on the financial assistance program. Line 4. Community information. Morris Hospital & Healthcare Centers serves an 18 zip code area encompassing 5 counties. The total population is 125,000, and communities served are primarily rural with a few that are more suburban. Morris Hospital's primary service area, which encompasses all of Grundy County, hit a record high population of 50,063 in 2010. 88.9% of Grundy County's population is white, non-Hispanic, 8.2% is Hispanic, and 1.2% is black, non-Hispanic, making Grundy County less diverse when compared to the overall population of the United States. While the county's white population has grown over the past decade, all non-white groups have more than doubled. 27% of the population is under age 18, and 11.2% is age 65+. The median household income is $64,455. Approximately 6% of Grundy County residents have incomes below the federal poverty level. This has increased from 4.8% in 1999. 47.1% of Grundy County's single female parent families with pre-school age children are below the poverty level, compared to 45% in Illinois. In 2010, 41% of the Hospital's patient revenue was from Medicare and 11% was from Medicaid. 6% of patient revenue came from self pay patients. There is one other hospital located in Morris Hospital's 18 zip code service area. However, Morris Hospital is the only hospital in Grundy County, which currently has an unemployment rate of 12.8%. Three other hospitals have ancillary or physician services located within the Morris Hospital service area. Line 5. Promotion of Community Health. In 2010, Morris Hospital invested $1.4 million in community services. This is a dollar amount that grows annually, an indication of the organization's commitment to providing these vital services, particularly at a time when the organization's net income has been on a steady decline, from $10.2 million in 2005, to $4.6 million in 2009. Despite the decline in net income, the Morris Hospital governance and administration has not made cuts in services that improve health and quality of life. In fact, just the opposite is true with a continually robust offering of CPR classes, diabetes education classes and support group, babysitter training, exercise classes, a 5K Run, and a safety camp for children to name a few examples. Senior exercise classes alone were a $60,255 investment for Morris Hospital in 2010, which pays instructors to teach a total of 15 weekly classes at four different locations in the Hospital service area. The class is intended to help individuals age 55 and older improve their strength, flexibility and mobility. Participation is free. Monthly support groups facilitated by staff from Morris Hospital are provided for women with heart disease, breastfeeding moms, individuals with diabetes, and those faced with a diagnosis of cancer. Support groups are also offered free of charge. With a goal of detecting disease at the earliest, most curable stages, Morris Hospital offers a number of educational programs and annual health screenings for heart disease, diabetes, hypertension, prostate cancer, skin cancer and colorectal cancer. All of these are offered free of charge with the exception of the Cardiac Health Risk Assessment, a comprehensive screening for heart disease that includes total cholesterol, glucose, height and weight, peripheral vascular, blood pressure and body fat. Participants are charged a nominal fee of $35 to help cover expenses. In 2010, Morris Hospital helped 3,822 community members learn how to live healthier and safer. The cost to Morris Hospital for staff salaries and resources was $89,402. Morris Hospital enhanced its free diabetes management services in 2010 by adding a monthly support group to its offerings. Individuals with diabetes and their family members can attend the monthly support group, a monthly diabetes management program, or meet one-on-one with a certified diabetes educator, all f X true true X X X X X true false false false false false false false false CLIFFORD CORBETT 0 0 0 0 230006 0 0 0 0 0 230006 0 0 0 THOMAS MEYER 195484 0 16099 0 24914 0 6273 0 7569 0 250339 0 0 0 BEATRIZ SETRINI 280010 0 0 0 18731 0 7350 0 5629 0 311720 0 0 0 LLOYD FLATT 219003 0 0 0 10796 0 6957 0 5928 0 242684 0 0 0 RITA HART 150010 0 43163 0 24399 0 4281 0 9287 0 231140 0 0 0 CESAR REYES 180003 0 0 0 9633 0 5100 0 6695 0 201431 0 0 0 IAN BEST 150093 0 63943 0 28849 0 4119 0 6200 0 253204 0 0 0 DENNIS MAHONEY 138467 0 10829 0 17043 0 5002 0 6826 0 178167 0 0 0 BILLY BRUCE 0 0 0 0 161562 0 0 0 0 0 161562 0 0 0 CAROL HAVEL 132978 0 10400 0 13681 0 4797 0 4970 0 166826 0 0 0 Gross-Up Payments Schedule J, Part I, Line 1a Billy Bruce received a gross-up payment for the interest of a "Bridge Loan" for the purchase of his home. Severance Payments Schedule J, Part I, Line 4a Clifford Corbett received severance payments of $230,006. Billy Bruce received severance payments of $160,964. Village of Channahon IL 362597211 159140AC6 2003-05-28 9220000 ADVANCED REFUND FOR FACILITIES true false false Village of Channahon IL 362597211 159140AD4 2003-05-28 5670000 CONSTRUCTION OF BIRTHING CTR. false false false Village of Channahon IL 362597211 159140AE2 2003-05-28 5885000 RENOVATION OF ICU AND MED/SUR false false false Village of Channahon IL 362597211 159140AF9 2003-05-28 6445000 INFRASTRUCTURE IMPROVEMENTS false false false 2190000 0 9220000 739143 0 0 112877 0 0 0 0 0 2003 false true true true 765000 0 5670000 286605 0 0 42525 0 0 5340870 0 0 2004 false false true true 650000 0 5885000 297523 0 0 44137 0 0 5543340 0 0 2005 false false true true 700000 0 6445000 325929 0 0 48338 0 0 6070733 0 0 2004 false false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false true true Goldman Sachs 20. false false false false false false true true Goldman Sachs 29. false false false false false false true true Goldman Sachs 29. false false false false false false true true Goldman Sachs 29. false false false false false Barry Narvick Director 47312 SEE PART V true BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV, LINE 1 This amount is the total amount of business that the Hospital had with "Narvick Bros. Lumber Co." in 2010 which was for various repairs/materials. The transactions are at "arms length" (FMV), these transactions are approved in advance via purchase requisition/purchase order process. 2010 Report Form 990, page 2, Part III, Program Service Accomplishments The new Morris Hospital Ridge Road Campus experienced its first full year of operation in 2010 and has already served thousands of community members with immediate care, laboratory, imaging, occupational medicine and primary care physician services. Less than a year after moving to the second floor of the Ridge Road Campus, the Minooka Healthcare Center expanded the availability of pediatric care by adding a certified, licensed pediatric physician's assistant along with 2,600 square feet of newly renovated office space. Renovation of the Marseilles Healthcare Center also got underway in late 2010, including an 800 square foot addition that will result in three additional exam rooms to better accommodate the growing number of patient visits, along with renovation of existing office space. The Marseilles construction project is nearing completion. Morris Hospital remains committed to continually enhancing its medical technology. One of the additions in 2010 was an intravascular coronary ultrasound system that further assists cardiologists in assessing blockages inside the coronary arteries. With proceeds from gift shop sales and the 2010 Ball, the Morris Hospital Auxiliary provided funding for a human patient simulator that is being used for staff training and education at the hospital. Morris Hospital & Healthcare Centers welcomed its new President & CEO, Mark Steadham, on September 1, 2010. A native of Kansas and the son of a hospital administrator, Steadham's long and diverse healthcare background began with his first job in the housekeeping department at a hospital in Langedale, Alabama at the age of 15. He quickly settled into his new role at Morris Hospital, working closely with hospital governance, physicians, management and community leaders to guide Morris Hospital's future direction. During 2010, 19 new physicians joined the medical staff at Morris Hospital in the following specialties: dermatology, family practice, hematology/oncology, internal medicine/pediatrics, nephrology, obstetrics/gynecology, physical medicine and rehabilitation, pulmonology, radiation oncology, radiology and rheumatology. There are now 200 physicians on the Morris Hospital medical staff representing 38 medical specialties. The Cardiac Rehabilitation program at Morris Hospital achieved certification from the American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) for the first time. The certification indicates Morris Hospital is providing a quality cardiac rehabilitation service consistent with evidence-based and nationally established standards of care. Morris Hospital also received another two-year accreditation from the Accreditation Committee of the College of American Pathologists in 2010, became recertified as a Level II perinatal care provider, and re-designated as a Level II Trauma Center. Always striving to provide the best possible experience for patients and visitors, Morris Hospital added some new amenities in 2010, including a coffee kiosk in the main lobby and a courtesy shuttle service made possible by the Morris Hospital Foundation, with staffing provided by volunteers. In 2010, Morris Hospital was honored with the Excellence in Patient Care Award from Studer Group for exemplary nurse communication ratings on the Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHPS) survey. Guided by a mission of improving the health of area residents, Morris Hospital continues to offer numerous health education classes, support groups, health screenings and exercise programs on an ongoing basis throughout the year. In 2010, 3,822 people learned how to live healthier and safer by participating in these Morris Hospital programs. For example, senior exercise classes are offered free of charge by Morris Hospital in four different communities. Each year, hundreds of seniors improve their mobility, flexibility and strength by participating in these classes. The hospital's investment in senior exercise classes alone in 2010 was $60,000. In 2010, 4,788 patient accounts were forgiven or discounted through Morris Hospital's financial assistance program. The cost to provide these services totaled $3,350,088. Without financial assistance, some patients say they wouldn't be able to get the vital care they need. Morris Hospital provided community members free rides to medical appointments 16,255 times through its free Patient Transportation Service in 2010. Many riders have no other way to get to their doctor's appointment, physical therapy session or kidney dialysis. While the fleet of six buses has been donated by the Morris Hospital Foundation, the 2010 operating cost to the hospital for salaries, gasoline and vehicle upkeep totaled $256,640. Morris Hospital became a Resource Hospital within Illinois Region VII Emergency Medical Services (EMS) in 2010. This means Morris Hospital is now licensed to provide initial education and continuing training for area emergency medical technicians and paramedics, working side by side with local EMS providers to provide the very best pre-hospital care for local communities. The cost to Morris Hospital to provide this service in 2010 was $253,458. Morris Hospital's Nutrition Services staff prepared over 12,000 meals in 2010 for clients of Morris Mobile Meals. While clients pay a fee for their meals, Morris Hospital is reimbursed only for the cost of the food and related supplies so the meals can remain affordable for those who use the service, with Morris Hospital donating $55,298 in staff time. With a team of more than 1,600 employees, physicians and Auxilians, the 86-bed Morris Hospital today serves patients in more than 18 communities and provides numerous services including a Level II trauma center, radiation therapy center, 12-bed state-of-the-art intensive care unit, immediate care services at two locations, and a dedicated pediatric unit. Morris Hospital also operates Healthcare Centers in Braidwood, Channahon, Dwight, Gardner, Marseilles and Newark. GOVERNING BODY AND MANAGEMENT REGARDING PART VI, SECTION A QUESTION 8A MINUTES AND AGENDA OF THE FULL BOARD OF MORRIS HOSPITAL ARE MAINTAINED. THE FULL BOARD MEETS EVERY MONTH. MEETING DATES APPLICABLE TO 2010 ARE AS FOLLOWS: 01/25/2010 03/05/2010 03/22/2010 04/26/2010 05/24/2010 06/21/2010 07/01/2010 07/12/2010 07/16/2010 07/26/2010 08/23/2010 09/27/2010 10/25/2010 11/22/2010 12/20/2010 PART VI, SECTION A, QUESTIONS 8B MINUTES AND AGENDA OF THE FOLLOWING COMMITTEES OF MORRIS HOSPITAL HAVE BEEN AND ARE MAINTAINED. FINANCE COMMITTEE 02/15/2010 03/15/2010 04/19/2010 05/17/2010 06/21/2010 07/19/2010 08/16/2010 09/20/2010 10/18/2010 11/15/2010 11/26/2010 12/20/2010 EXECUTIVE COMMITTEE 01/07/2010 01/14/2010 01/21/2010 01/28/2010 02/04/2010 02/18/2010 02/25/2010 03/18/2010 04/15/2010 07/15/2010 11/08/2010 PI/QUALITY COMMITTEE 01/19/2010 03/18/2010 08/12/2010 09/27/2010 10/21/2010 11/18/2010 12/16/2010 LONG RANGE PLANNING COMMITTEE 01/15/2010 02/24/2010 NOMINATING COMMITTEE 11/04/2010 RECRUITMENT/RETENTION COMMITTEE 07/30/2010 COMPENSATION/SUCCESSION COMMITTEE 07/09/2010 07/22/2010 CREDENTIALS COMMITTEE 11/18/2010 POLICIES PART VI, SECTION B QUESTION 11B A DRAFT OF THE 990, AS PREPARED BY KPMG, WAS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE ALONG WITH THE CFO AND ACCOUNTING MANAGER OF MORRIS HOSPITAL. A JOINT SPECIAL BOARD MEETING OF THE MORRIS HOSPITAL, MORRIS HOSPITAL FOUNDATION AND MORRIS HOSPITAL AUXILIARY BOARDS WAS HELD TO PROVIDE A FORMAL PRESENTATION OF THE FINAL 990'S OF EACH RESPECTIVE ORGANIZATION PRIOR TO FILING. PART VI, SECTION B, QUESTION #12B DIRECTORS, OFFICERS, MEMBERS OF THE BOARD, KEY AGENTS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A STATEMENT WHICH REQUIRES THE FOLLOWING: (1) DISCLOSE FOR IN THE PRIOR TWO YEARS, ANY PRODUCTS OR SERVICES THAT HE/SHE MAY HAVE PROVIDED PERSONALLY TO MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES OTHER THAN IN HIS/HER CAPACITY AS A DIRECTOR, COMMITTEE MEMBER, OFFICER, OR OTHER SENIOR MANAGEMENT POSITION. (2) DISCLOSE FOR IN THE PRIOR TWO YEARS, ANY DIRECT OR INDIRECT OWNERSHIP INTEREST THAT HE/SHE MAY HAVE IN ANY COMPANY WITH WHICH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES CONDUCTS BUSINESS, INCLUDING THE PURCHASE OR SALE OF PRODUCTS AND SERVICES (EXCEPT OWNERSHIP OF LESS THAN 1% INTEREST IN A PUBLICLY TRADED COMPANY). (3) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE MAY HAVE SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY TO A BUSINESS OR COMPANY THAT PROVIDES PRODUCTS OR SERVICES TO MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (4) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS BEEN INVOLVED IN ANY LEGAL OR ADMINISTRATIVE PROCEEDING, REAL ESTATE OR OTHER BUSINESS TRANSACTION, INCLUDING THE PURCHASE OF GOODS OR SERVICES, INVOLVING MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES EITHER PERSONALLY OR THROUGH A COMPANY IN WHICH HE/SHE HAS A DIRECT OR INDIRECT OWNERSHIP OR FOR WHICH HE/SHE HAS SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY. (5) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS SERVED AS A BOARD MEMBER, EMPLOYEE, CONSULTANT OR IN ANY OTHER CAPACITY WITH RESPECT TO A BUSINESS OR COMPANY THAT PROVIDES SERVICES IN COMPETITION WITH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. COMPETITION MEANING PROVIDING A PRODUCT OR SERVICE WHICH IS THE SAME AS (MATERIALLY SIMILIAR TO) A PRODUCT OR SERVICE PROVIDED BY MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES SAME GEOGRAPHIC AREA, OR TO PATIENTS IN THE SAME GEOGRAHPIC AREA. (6) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS HAD ANY EMPLOYMENT, APPOINTMENT OR OTHER RELATIONSHIP WITH A GOVERNMENT ENTITY HAVING REGULATORY AUTHORITY OVER A MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (7) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER TO THE BEST OF HIS/HER KNOWLEDGE, ANY MEMBER OF HIS/HER IMMEDIATE FAMILY HAVE PERSONALLY, OR COMPANY WITH WHICH THAT INDIVIDUAL HAD AN OWNERSHIP, EMPLOYMENT, CONSULTING OR BOARD RELATIONSHIP, PROVIDED GOODS OR SERVICES TO, OR OTHERWISE CONDUCTED A BUSINESS RELATIONSHIP WITH MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES (8) DISCLOSE FOR IN THE PRIOR YEAR, WHETHER HE/SHE HAS HAD ANY MEMBER OF HIS/HER IMMEDIATE FAMILY EMPLOYED BY MORRIS HOSPITAL AND HEALTHCARE CENTERS OR ANY OF ITS AFFILIATES. (IMMEDIATE FAMILY MEMBERS WOULD INCLUDE SPOUSE, ANCESTORS, CHILDREN, GRANDCHILDREN, GREAT-GRAND CHILDREN, SIBLINGS (WHETHERBY WHOLE OR HALF-BLOOD), AND THE SPOUSES OF CHILDREN, GRANDCHILDREN, GREAT-GRAND CHILDREN AND SIBLINGS). (9) DISCLOSE FOR IN THE PRIOR TWO YEARS, WHETHER HE/SHE HAS BEEN AWARE OF ANY OTHER EVENTS, TRANSACTIONS, ARRANGEMENTS OR OTHER SITUATIONS THAT HAVE OCCURRED OR THAT MAY OCCUR IN THE FUTURE, INCLUDING PENDING OR CONTEMPLATED TRANSACTIONS OR ARRANGEMENTS, THAT COULD BE PERCEIVED AS A CONFLICT OR DUALITY OF INTEREST OR THAT BELIEVE SHOULD BE EXAMINED BY MORRIS HOPSITAL AND HEALTHCARE CENTER'S BOARD OF DIRECTORS IN ACCORDANCE WITH THE TERMS AND INTENT OF THE MORRIS HOSPITAL AND HEALTHCARE CENTER'S CONFLICTS AND DUALITIES OF INTEREST POLICY. PART VI, SECTION B, QUESTION #12C PERIODIC REVIEWS ARE MADE THAT AT A MINIMUM INCLUDE: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARM'S LENGTH BARGAINING (2) WHETHER ACQUISTIONS OF PHYSICIAN PRACTICES AND OTHER PROVIDER SERVICES RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT (3) WHETHER PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS AND ARRANGEMENTS WITH MANAGEMENT SERVICE ORGANIZATIONS AND PHYSICIAN HOSPITAL ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT (4) WHETHER AGREEMENTS TO PROVIDE HEALTHCARE AND AGREEMENTS WITH OTHER HEALTH CARE PROVIDERS, EMPLOYEES AND THIRD PARTY PAYORS FURTHER CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT PART VI, SECTION B, QUESTION #15A & B THE HOSPITAL HAS A COMPENSATION COMMITTEE WHICH MEETS SEVERAL TIMES PER YEAR THAT WITH THE ASSISTANCE OF INTERNAL SOURCES (HUMAN RESOURCES) AND EXTERNAL ADVISORS; ASSESSES AND EVALUATES THE APPROPRIATNESS OF THE COMPENSATION AND BENEFITS OF UPPER MANAGEMENT WHICH INCLUDES CEO, CFO AND OTHER TOP MANAGEMENT OFFICALS WHICH INCLUDES KEY EMPLOYEES. DISCLOSURE PART VI, SECTION C QUESTION 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. RECONCILIATION OF NET ASSETS PART XI, LINE 5 NET UNREALIZED GAINS ON INVESTMENTS 238,782 CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS (1,102,586) NET ASSET TRANSFERS 64,500 ------------- (799,304) MORRIS HOSPITAL FOUNDATION 150 WEST HIGH STREET MORRIS IL 60450 363939156 SUPPORT HOSP IL 501(c)(3) 7 NA MORRIS HOSPITAL AUXILIARY 150 WEST HIGH STREET MORRIS IL 60450 208026364 SUPPORT HOSP IL 501(c)(3) 7 NA DEERPATH ORTHOPEDIC SURGICAL CENTER LLC 1051 WEST US RET 6 SUITE 100 MORRIS IL 60450 800033465 SURGERY IL NA N/A 910924 791787 false 0 false 0.45600 false false true false false false false false false false false false false true false false false true DEERPATH ORTHOPEDIC SURGICAL CENTER LLC R 991654