2025-02-14T10:50:58-06:00 2024-03-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-04-01 381368347 ELLA E M BROWN CHARITABLE CIRCLE ELLA 2697814271 200 N MADISON STREET MARSHALL MI 49068 ANDREW POOLE III CFO 2697814271 2025-02-14 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-02-14 2023 2025-03-06 01:10:19Z OAKLAWN HOSPITAL ANDREW POOLE III 200 N MADISON STREET MARSHALL MI 49068 236293684 0 X WWW.OAKLAWNHOSPITAL.ORG X 1925 MI WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 9 9 1345 121 0 0 1799618 742642 166151410 182514450 7075246 1901762 6837313 6330078 181863587 191488932 0 0 0 0 91359982 97975127 0 0 0 93469716 88593345 184829698 186568472 -2966111 4920460 190040066 200248143 100688286 99289899 89351780 100958244 X WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 0 0 61182005 93318537 NURSING - PATIENT CARE ON AN ACUTE LEVEL TO IN/OUT PATIENTS INCLUDING INTENSIVE CARE, OBSTETRICAL, EMERGENCY, SURGICAL AND PSYCHIATRIC. IN FISCAL YEAR 2024, THERE WERE 9,146 DAYS OF CARE, 2,661 ADMISSIONS, 601 BIRTHS, AND 5,506 SURGICAL PROCEDURES. 45917198 39359815 PHYSICIANS - PROVIDING CARE FOR INPATIENTS AND OUTPATIENTS. 8031237 6752829 PHARMACY - PROVIDING FULL PHARMACEUTICAL SERVICES TO INPATIENT AND OUTPATIENTS. 29073144 47923025 ANCILLARY DEPARTMENTS 29073144 47923025 144203584 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 106 0 1 1345 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X ANDREW POOLE III 2697893936 200 N MADISON ST MARSHALL MI 49068 CATHERINE YATES CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 DEREK KING VICE CHAIR, BOARD OF DIREC 1.00 0.00 X X 0 0 0 RANDALL DAVIS DIRECTOR 1.00 0.00 X 0 0 0 FRANK LINE DIRECTOR 1.00 0.00 X 0 0 0 THOMAS NEIDLINGER MD DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH PALCHAK DIRECTOR 1.00 0.00 X 0 0 0 BRUCE RASHER DIRECTOR 1.00 0.00 X 0 0 0 MEGHAN TAFT DIRECTOR 1.00 0.00 X 0 0 0 JACK W TOWNSEND DIRECTOR 1.00 0.00 X 0 0 0 GREGG BEEG PRESIDENT & CEO 40.00 0.00 X 871713 0 227809 ANDREW POOLE III CHIEF FINANCIAL OFFICER 40.00 0.00 X 543617 0 74757 THERESA DAWSON CHIEF NURSING OFFICER 40.00 0.00 X 375016 0 72865 DAVID SWENDER CHIEF OF STAFF - UNTIL 12/23 0.00 0.00 X 401374 0 25177 WASSIM CHEHOURI CHIEF OF STAFF - START 01/24 40.00 0.00 X 0 0 0 SUMMER LISTON-CRANDALL CHIEF MEDICAL OFFICER 40.00 0.00 X 441731 0 76871 URVISH SHAH MD PHYSICIAN 40.00 0.00 X 1610441 0 32810 PAUL ASHMETAT MD PHYSICIAN 40.00 0.00 X 648005 0 6100 SUBHASH THAKUR MD PHYSICIAN 40.00 0.00 X 817960 0 32810 KIMBERLY MCLEAN MD PHYSICIAN 40.00 0.00 X 680332 0 8947 MICHAEL STERRETT MD PHYSICIAN 40.00 0.00 X 828525 0 8799 7218714 0 566945 161 0 1 0 AMERICAN HEALTHCARE PO BOX 670529 DALLAS TX 75267 TEMPORARY LABOR 2473650 OBHG MICHIGAN PC 777 LOWNDES HILL RD BLDG 1 GREENVILLE SC 29607 HOSPITALIST SERVICE 2038648 APOGEE MEDICAL MANAGEMENT 15059 N SCOTTSDALE RD SCOTTSDALE AZ 85254 HOSPITALIST SERVICE 1678889 ATHENA HEALTH INC 311 ARSENAL STREET WATERTOWN MA 02472 SERVICE FEES 1659257 CERNER CORP CO ORACLE AMERICA INC PO BOX 203448 DALLAS TX 75320 SOFTWARE SERVICES 958130 54 147448 595194 742642 NET PATIENT SERVICE REVENUE 621110 182514450 182514450 182514450 1593568 1593568 599488 533801 65687 65687 65687 44543192 44234998 308194 308194 308194 88219 147448 35953 52266 52266 340B PHARMACY SERVICES 900099 4114078 4114078 INCENTIVE BONUSES 900099 725678 725678 CAFETERIA REVENUE 722514 367505 367505 1004864 1004864 6212125 191488932 187354206 0 3392084 X 2779648 555930 2223718 78895176 67011227 11883949 657097 525678 131419 10229520 8098842 2130678 5413686 4498454 915232 350498 350498 186279 51929 134350 166206 166206 18809797 12475788 6334009 1462408 1462408 368670 172477 196193 1900322 740454 1159868 178351 143734 34617 263744 108827 154917 3369384 2294726 1074658 5210231 3206445 2003786 1757260 402540 1354720 SUPPLIES 33312177 31593957 1718220 CERTIFICATIONS 10875779 3656870 7218909 BAD DEBT 8273445 8273445 EQUIPMENT 1280836 236050 1044786 827958 156211 671747 186568472 144203584 42364888 0 8110884 8272354 11220352 18647608 1006826 1154941 2581983 2524634 3748200 3658268 203686300 108607699 93860988 95078601 61266509 59279162 4106867 4188911 2110360 2706534 2027097 4737130 190040066 200248143 24343933 28928524 66387784 64897668 1410120 716796 8546449 4746911 100688286 99289899 X 89351780 100958244 89351780 100958244 190040066 200248143 4920460 6686004 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6155960 6155960 124755867 59476498 65279369 2568616 2298702 269914 63022849 46832499 16190350 7183008 7183008 95078601 OTHER LIABILITIES 4746911 4746911 190305039 6686004 -8273445 -1587441 191892480 166206 -569754 -403548 191488932 178698575 569754 569754 178128821 166206 8273445 8439651 186568472 PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS -8,273,445. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -35,953. RENT EXPENSES -533,801. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 35,953. RENT EXPENSES 533,801. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 8,273,445. AUCTION - HELD VIRTUALLY 85388 66638 18750 63 50 10936 72 3552 GOLF OUTING 130710 80810 49900 55 8094 5678 1 19569 19569 7453 235667 147448 88219 63 105 19030 72 16683 35953 52266 1 1 X 1 X 175.000000000000 1 X 1 1 0 0 485542 485542 0.00270 32484435 23354841 9129594 0.05120 32969977 23354841 9615136 0.05390 32969977 23354841 9615136 0.05390 1 8273445 1225609 16581528 20506470 -3924942 X 1 1 1 OAKLAWN DIALYSIS CENTER OF ALBION LLC HEALTHCARE 0.32000 0.00000 0.00000 1 1 ELLA E M BROWN CHARITABLE CIRCLE 200 N MADISON STREET MARSHALL MI 49068 WWW.OAKLAWNHOSPITAL.ORG 1060000088 X X X OAKLAWN HOSPITAL 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X HTTPS://TINYURL.COM/2RJ23SCA X 1 21 0 1 0 1 X 175.000000000000 250.000000000000 X X X X X 1 1 X X X X 1 X TINYURL.COM/2P8KPNV6 X HTTP://TINYURL.COM/2VC6KRJT X TINYURL.COM/3PJFSCT3 X X X X X X 1 X 0 X X X X 1 X 0 0 OAKLAWN HOSPITAL PART V, SECTION B, LINE 5: OAKLAWN HOSPITAL CONDUCTED THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO FURTHER ITS COMMITMENT TO THE COMMUNITY AND TO FULFILL THE REQUIREMENTS OF THE AFFORDABLE CARE ACT. FOR THE PURPOSES OF THIS CHNA, THE DEFINITION OF COMMUNITY IS ALL RESIDENTS OF CALHOUN COUNTY, MICHIGAN. THIS CHNA BEGAN IN 2021 AND WAS COMPLETED AND APPROVED BY OAKLAWN'S BOARD OF DIRECTORS IN JANUARY 2022. THE 2024-2027 CHNA HAS BEEN COMPLETED AND APPROVED BY OAKLAWN IN JANUARY 2025, AND WILL BE DISCUSSED IN THE FISCAL YEAR 2025 FILING.BECAUSE THE ASSESSMENT WAS CONDUCTED DURING THE COVID-19 PANDEMIC, PRIMARY DATA COLLECTION METHODS WERE CONDUCTED IN A WAY TO MAINTAIN SOCIAL DISTANCING AND PROTECT THE SAFETY OF THE PARTICIPANTS BY MINIMIZING IN-PERSON DATA COLLECTION DATA USING THE FOLLOWING METHODS:1. DATA GATHERED AND ANALYZED FROM SECONDARY SOURCES SUCH AS US CENSUS, MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, AND THE CENTER FOR DISEASE CONTROL (CDC)2. AN ONLINE-COMMUNITY WIDE SURVEY3. GEOGRAPHIC AND DEMOGRAPHIC BASED FOCUS GROUPS (ALBION COMMUNITY, MARSHALL COMMUNITY, SENIORS, AND INDIVIDUALS CURRENTLY STRUGGLING WITH HOMELESSNESS AND SUBSTANCE ABUSE RECOVERY)4. KEY INFORMANT INTERVIEWS WITH REPRESENTATIVES KNOWLEDGEABLE IN THE COMMUNITY, SERVICE PROVIDERS, HEALTH CARE PROVIDERS, MEDICALLY UNDERSERVED POPULATIONS, MINORITY POPULATIONS, RURAL POPULATIONS, AND BUSINESSESTHIS DATA WAS ANALYZED TO IDENTIFY THE TOP HEALTH NEEDS OF RESIDENTS OF CALHOUN COUNTY:1. BEHAVIORAL HEALTH (MENTAL HEALTH AND ALCOHOL & DRUG USE)2. ACCESS TO HEALTH SERVICES3. HEALTH EQUITY 4. DIABETES, WEIGHT STATUS, NUTRITION & HEALTHY EATING5. CHILDREN'S HEALTH6. OLDER ADULTS7. MATERNAL, FETAL AND INFANT HEALTH8. CRIME AND CRIME PREVENTION OAKLAWN HOSPITAL PART V, SECTION B, LINE 6A: OAKLAWN ELECTED TO JOIN WITH SEVERAL COMMUNITY PARTNERS COMING TOGETHER TO CARRY OUT A COUNTYWIDE CHNA, INCLUDING THE IDENTIFICATION OF PRIORITY HEALTH ISSUES AND STRATEGIES TO ADDRESS THOSE ISSUES. THE HOSPITAL FACILITY PARTNER INVOLVED IN THIS EFFORT INCLUDED BRONSON HEALTH. OAKLAWN HOSPITAL PART V, SECTION B, LINE 6B: OAKLAWN ELECTED TO JOIN WITH SEVERAL COMMUNITY PARTNERS COMING TOGETHER TO CARRY OUT A COUNTYWIDE CHNA, INCLUDING THE IDENTIFICATION OF PRIORITY HEALTH ISSUES AND STRATEGIES TO ADDRESS THOSE ISSUES. THE PARTNERS INVOLVED IN THIS EFFORT BRONSON HEALTH, CALHOUN COUNTY PUBLIC HEALTH DEPARTMENT, THE COORDINATING COUNCIL, CAREWELL SERVICES AREA AGENCY ON AGING, AND POPULATION HEALTH ALLIANCE OAKLAWN HOSPITAL PART V, SECTION B, LINE 11: OAKLAWN'S LEADERSHIP TEAM DISCUSSED THE EIGHT TOP PRIORITY HEALTH NEEDS INDENTIFIED BY THE COLLABORATIVE THROUGH THE COMMUNITY SURVEY AND PRIORITIZED EACH HEALTH NEEDS BY CONSIDERING THE FOLLOWING: ALIGNMENT WITH STRENGTHS, PRIORITY AND MISSION EXISTING RESOURCES MAGNITUDE AND SEVERITYTHE REVIEW AND DISCUSSION LED TO THE OAKLAWN LEADERSHIP TEAM SELECTION TWO OF THE EIGHT TOPICS:PRIORITY AREA 1: ACCESS TO HEALTHCARE SERVICESGOAL: EXPAND HEALTHCARE SERVICE OFFERINGS WITHIN PRIMARY CARE OFFICES AND IN BATTLE CREEKOBJECTIVE STRATEGIES AND ACTIVITIES:IMPROVE ACCESS TO PRIMARY CARE SERVICES BY INCREASING CAPACITY THROUGH NURSE LED MEDICARE ANNUAL WELL VISITSIMPROVE ACCESS TO PRIMARY CARE SERVICES BY DECREASING DAYS FOR NEXT APPOINTMENT PRIORITY AREA 2: WEIGHT STATUS, NUTRITION & HEALTHY EATING, AND DIABETESGOAL: COMBINE THESE NEEDS INTO ONE FOCUS AND THROUGH MULTIDISCIPINARY EFFORTS PROVIDE EDUCATION RESOURCES.OBJECTIVE STRATEGIES AND ACTIVITIES: IMPROVE TIMELY DISEASE SPECIFIC CARE ACROSS THE CONTINUM BY COMBINING DIABETES SPECIALITY WITH ENDOCRINOLOGY TO ALLOW AN INTERDISCIPLINARY TEAM TO WORK TOGETHER WITH SPECIFIC DIET AND DISEASE FOCUS FOR IMPROVED HEALTH.OAKLAWN HOSPITAL INTENDS TO ADDRESS ALL ISSUES IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA TO SOME LEVEL AND HEALTH EQUITY WILL NOT BE SPECIFICALLY FOCUSED ON AS A UNIQUE HEALTH TOPIC BUT WILL BE INCLUDED WITHIN EACH OF THE DECISIONS AND INTERVENTIONS. OAKLAWN HOSPITAL PART V, SECTION B, LINE 16J: (I) FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP ARE NOT PRE-TRANSLATED INTO THE PRIMARY LANGUAGES SPOKEN BY LIMITED PROFICIENCY (LEP) POPULATIONS, BUT ASSISTANCE IS AVAILABLE AND PROVIDED WHEN NEEDED. OAKLAWN HOSPITAL: PART V, SECTION B, LINE 16A:HTTPS://OAKLAWNHOSPITAL.ORG/TOOLS-RESOURCES/FAP-APPLICATION/ PART V, SECTION B, LINE 16B:HTTPS://OAKLAWNHOSPITAL.ORG/TOOLS-RESOURCES/FAP-APPLICATION/ PART V, SECTION B, LINE 16C:HTTPS://OAKLAWNHOSPITAL.ORG/WP-CONTENT/UPLOADS/2021/08/ABOUT-MY-BILL-TRI FOLD-1-8-20-FINAL.PDF 26 1 - WRIGHT MEDICAL OFFICE BUILDING 215 E MANSION MARSHALL MI 49068 PHYSICIAN CLINICS, ONCOLOGY/CHEMO CLINIC, PHYSICIAN-OWNED CONDOMINIUMS, OFFI 2 - GOLDEN RULE BUILDING PRINT SHOP & DME 820 MANN ROAD MARSHALL MI 49068 OAKLAWN PRINT SHOP & DME STORAGE 3 - OAKLAWN LIFE IMPROVEMENT CENTER 13697 15 MILE ROAD MARSHALL MI 49068 FITNESS CENTER, PT & WOUND CLINICS 4 - OMG BEADLE LAKE 14231 BEADLE LAKE ROAD BATTLE CREEK MI 49014 PHYSICIAN & PT CLINIC, RHUE 5 - BROOKS BUILDING 310 E MICHIGAN AVE MARSHALL MI 49068 DIALYSIS CLINIC, PFS, SCHEDULING, PASC & HIM 6 - OMG MIFM 720 OLD US-27 N MARSHALL MI 49068 PHYSICIAN CLINIC 7 - OMG ALBION FAMILY MEDICINE AND EXPRESS C 302 NORTH MONROE A B ALBION MI 49224 LEASED SPACE 8 - PRESTON BUILDING 13444 PRESTON DRIVE MARSHALL MI 49068 CBO/HOSPICE/PFS 9 - OAKLAWN PSYCHOLOGICAL SERVICES 15209 W MICHIGAN MARSHALL MI 49068 PSYCHOLOGICAL CLINIC 10 - RICKETSON BUILDING 103 E MANSION MARSHALL MI 49068 PHYSICIAN, HIM, WOMEN'S DIAGNOSTIC, CARDIAC & PULMONA, PT/OT PEDS CLINIC 11 - OMG PRIMARY CARE AND AFTER HOURS 1174 WEST MICHIGAN MARSHALL MI 49068 MEDICAL OFFICE BUILDING 12 - OMG ORTHOPEDIC SURGERY 203 WINSTON DRIVE MARSHALL MI 49068 PHYSICIAN CLINICS 13 - OMG ALBION 300 B DRIVE N ALBION MI 49224 PHYSICIAN & PT CLINIC 14 - OMG ALLERGY 111 S HAMILTON MARSHALL MI 49068 PHYSICIAN CLINIC 15 - OMG TEKONSHA 2218 OLD US 27 N TEKONSHA MI 49092 PHYSICIAN CLINIC 16 - OMG OLIVET 202 NORTH MAIN OLIVET MI 49076 PHYSICIAN & PT CLINIC 17 - OAKLAWN DIALYSIS ALBION 350 B DRIVE N ALBION MI 49224 DIALYSIS CLINIC 18 - STAFF LODGING HOUSE 215 HIGH MARSHALL MI 49068 ON-CALL STAFF LODGING 19 - OMG PLASTIC SURGERY 15217 W MICHIGAN MARSHALL MI 49068 PHYSICIAN CLINIC 20 - OMG COLDWATER 375 N WILLOWBROOK RD COLDWATER MI 49036 PHYSICIAN & PT CLINIC 21 - OMG HOMER 420 S HILLSDALE HOMER MI 49245 PHYSICIAN CLINIC 22 - BUILDING 413 E MICHIGAN MARSHALL MI 49068 LEASED SPACE 23 - OAKLAWN SLEEP CENTER 401 E MICHIGAN MARSHALL MI 49068 PHYSICIAN CLINIC 24 - MARKETINGDEVELOPMENT OFFICES 116 E PROSPECT MARSHALL MI 49068 HOSPITAL OFFICE 25 - HEALTH INFORMATION MANAGEMENT 122 HIGH MARSHALL MI 49068 HEALTH INFORMATION MANAGEMENT 26 - BECKLEY ROAD URGENT CARE 5352 BECKLEY ROAD BATTLE CREEK MI 49068 URGENT CARE PART I, LINE 3C: THE ORGANIZATION USES THE FOLLOWING FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS:175% OR BELOW OF FPL IS ENTITLED TO A 100% REDUCTION176% TO 250% OF FPL IS ENTITLED TO A 75% REDUCTION PART I, LINE 7: A COST-TO-CHARGE RATIO WAS USED TO COMPLETE THE CHARITY CARE (LINE 7A) AND MEANS-TESTED GOVERNMENT PROGRAMS (LINE 7B). THE COST-TO-CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 THAT ACCOMPANIES THE INSTRUCTIONS TO THIS SCHEDULE. 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 $ 8,273,445. PART II, COMMUNITY BUILDING ACTIVITIES: THE COMMUNITY BUILDING ACTIVITIES THAT OAKLAWN PARTICIPATES IN INCLUDE SERVING ON COMMITTEES AND BOARDS WITHIN THE COMMUNITY AND SURROUNDING AREAS. THESE INCLUDE BUT ARE NOT LIMITED TO, REGIONAL HEALTH ALLIANCE, FOUNTAIN CLINIC BOARD, MARSHALL SCHOOL BOARD, CISD SCHOOL WELLNESS PROGRAM AND HABITAT FOR HUMANITY. THESE AND OTHER ORGANIZATIONS WORK TO PROMOTE AWARENESS OF HEALTHY LIVING ALONG WITH ECONOMIC DEVELOPMENT. WHEN AN ECONOMY IS HEALTHY THE RESIDENTS ARE HEALTHIER. PART III, LINE 2: FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD IT IS DETERMINED TO BE UNCOLLECTIBLE. PART III, LINE 3: FOR UNINSURED AND UNDERINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE DUE TO INCOMPLETE APPLICATIONS, A PROVISION FOR BAD DEBT IS RECORDED BASED UPON HISTORICAL EXPERIENCE. PART III, LINE 4: ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES, REDUCED BY EXPLICIT PRICE CONCESSIONS PROVIDED TO THIRD-PARTY PAYORS, DISCOUNTS PROVIDED TO QUALIFYING INDIVIDUALS AS PART OF OUR FINANCIAL ASSISTANCE POLICY, AND IMPLICIT PRICE CONCESSIONS PROVIDED PRIMARILY TO SELF-PAY PATIENTS. ESTIMATES FOR EXPLICIT PRICE CONCESSIONS ARE BASED ON PROVIDER CONTRACTS, PAYMENT TERMS FOR RELEVANT PROSPECTIVE PAYMENT SYSTEMS, AND HISTORICAL EXPERIENCE ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE HOSPITAL'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS SIGNIFICANT IMPLICIT PRICE CONCESSIONS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE.THIS INFORMATION CAN BE FOUND IN THE ATTACHED AUDITED FINANCIAL STATEMENTS UNDER NOTE 2, SIGNIFICANT ACCOUNTING POLICIES FOR ACCOUNTS RECEIVABLE. PART III, LINE 8: THE MEDICARE SURPLUS (SHORTFALL), TAKEN FROM THE MEDICARE COST REPORT, WAS CALCULATED USING A COST-TO-CHARGE RATIO METHODOLOGY. THE MARCH 31, 2024 MEDICARE COST REPORT WAS UTILIZED FOR THIS TAX RETURN. ALL OF THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT BECAUSE SERVICES WERE PROVIDED AT LESS THAN OUR COSTS. PART III, LINE 9B: IF THE PATIENT QUALIFIES FOR CHARITY, THE CHARITY WRITE-OFF IS TAKEN REGARDLESS OF THE PAYMENT OF THE BALANCE, WHICH WILL FOLLOW THE NORMAL BILLING CYCLE. EVERY ATTEMPT SHOULD BE MADE TO SECURE PAYMENT ARRANGEMENTS FOR THE BALANCE OWING AT THE TIME THE CHARITY CARE IS APPROVED. PROMPT PAY DISCOUNTS DO NOT APPLY SINCE THE ACCOUNT HAS ALREADY BEEN DISCOUNTED. PART VI, LINE 2: OAKLAWN ASSESSES THE HEALTHCARE NEEDS OF THE PEOPLE IN COMMUNITIES IT SERVES THROUGH PUBLIC HEALTH DATA PROVIDED AT THE COUNTY LEVEL BY CALHOUN DEPARTMENT OF PUBLIC HEALTH AND THE COORDINATING COUNCIL. THESE RESOURCES ARE COMPLEMENTED BY THE HOSPITAL'S PROPRIETARY SERVICE UTILIZATION DATA. OAKLAWN FURTHER REQUIRES THAT COMMUNITY/PATIENT HEALTH NEED BE ESTABLISHED AS PART OF JUSTIFYING NEW OR EXPANDED SERVICES, AND CAPITAL EXPENDITURES.THE PURPOSE OF THE COMMUNITY NEEDS ASSESSMENT IS TO OFFER A DEEPER UNDERSTANDING OF THE HEALTH NEEDS ACROSS CALHOUN COUNTY AND GUIDE COLLABORATIVE ORGANIZATIONS PLANNING EFFORTS TO ADDRESS NEEDS IN ACTIONABLE WAYS AND WITH COMMUNITY ENGAGEMENT. DURING FISCAL YEAR ENDED 2020, OAKLAWN CONDUCTED A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT IN CALHOUN COUNTY. CONSISTENT WITH THE MARCH 2010 PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010, OAKLAWN'S INITIATIVE HAS FOUR KEY FEATURES:A. INFORMATION AND FEEDBACK OBTAINED FROM A VARIETY OF SOURCES.B. COMMUNITY LEADERS, HEALTH CARE PROVIDERS, RESIDENTS AND OTHER KEY AUDIENCES FULLY PARTICIPATE IN THE PROCESS.C. PROCESS SERVES TO IDENTIFY, THEN PRIORITIZE, UNMET OR UNDER-MET HEALTH NEEDS.D. RESULTS UTILIZED TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES THAT CONTRIBUTE TO IMPROVED HEALTH STATUS IN OAKLAWN'S SERVICE AREA. PART VI, LINE 3: OAKLAWN HOSPITAL MAKES BROCHURES CALLED "ABOUT YOUR HOSPITAL BILL" WHICH ARE AVAILABLE TO OUR PATIENTS BY HANDING THEM OUT AND HAVING THEM IN WAITING ROOMS ETC. OAKLAWN HOSPITAL CALLS PATIENTS THAT HAVE LARGE BALANCES ($5,000 AND OVER) AND MAKES THEM AWARE OF THE ASSISTANCE THAT IS AVAILABLE. OAKLAWN HOSPITAL INCLUDES A STANDARD MESSAGE ON OUR STATEMENTS MAKING PATIENTS AWARE THAT ASSISTANCE MAY BE AVAILABLE. PATIENTS ARE ALSO EDUCATED ABOUT ASSISTANCE AVAILABLE WHEN HARDSHIP IS MENTIONED (INCLUDING INABILITY TO PAY TIMELY AND/OR NEEDING LONG TERM PAYOFFS) DURING PHONE CALLS WITH PATIENT FINANCIAL SERVICES (PFS). REGISTRARS ARE ALSO TRAINED TO DIRECT PATIENT TO PFS IF THEY EXPRESS ANY CONCERN WITH PAYING THEIR BILL.OAKLAWN HOSPITAL'S PATIENT CARE RESPONSIBILITY COVERS HEALTH CARE NEEDS FOR UNDERINSURED AND UNINSURED AREA RESIDENTS SEEKING TREATMENT THROUGH OUR EMERGENCY AND URGENT CARE FACILITIES, AND AT THE HOSPITAL. OAKLAWN WORKS PROACTIVELY TO ENROLL QUALIFIED AREA RESIDENTS IN OUR CHARITY CARE PROGRAM, AND TO ASSIST THEM WITH MEDICAID APPLICATIONS IF APPROPRIATE. THIS SUPPORTS THE ACTUAL CARE PROCESS NOT ONLY FOR PATIENTS BUT FOR PROVIDERS AS WELL. IT SAVES THE HOSPITAL TIME AND EFFORT, AND KEEPS PEOPLE FROM HAVING MORE SUBSTANTIAL PROBLEMS WITH CREDIT AGENCIES. OAKLAWN'S PATIENT CARE SUBSIDIES TO ASSIST THE AREA'S UNINSURED AND UNDERINSURED RESIDENTS HAVE INCREASED STEADILY SINCE 2000, DUE TO THE ECONOMIC FACTORS AND MORE RECENTLY THE COVID-19 PANDEMIC. OAKLAWN IS SIMILAR TO ALL NONPROFIT HOSPITALS AND WILL WRITE OFF LARGE AMOUNTS OF MONEY EACH YEAR AS THE NUMBER OF PEOPLE WHO SIMPLY CANNOT PAY FOR THEIR HEALTHCARE SERVICES PERSISTS AT A HIGH LEVEL. THESE PEOPLE INCLUDE THOSE WHO:- HAVE ABSOLUTELY NO INSURANCE;- ARE "UNDERINSURED AND CANNOT AFFORD TO MAKE UP THE DIFFERENCE OF WHAT THEIR INSURANCE PAYS FOR THE ACTUAL COSTS INCURRED FOR THEIR CARE;- ARE PART OF THE UNDER-REIMBURSED MEDICARE OR MEDICAID PROGRAMS.OAKLAWN HOSPITAL PROVIDES PATIENT CARE WITHOUT DISCRIMINATION ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, AGE, DISABILITY, SEX, OR RELIGIOUS AFFILIATION. CHARITY CARE NEEDS ARE DETERMINED IN ACCORDANCE WITH ESTABLISHED GUIDELINES THAT ARE UPDATED ANNUALLY BY THE FEDERAL CENTER FOR MEDICARE AND MEDICAID SERVICES (FORMERLY THE DEPARTMENT OF HEALTH & HUMAN SERVICES). THOSE RECEIVING COMPENSATED PATIENT CARE INCLUDE ALL AGES AND ALL GENDER IDENTITIES, AND MAY BE ASSISTED FOR MENTAL HEALTH AS WELL AS MEDICINE AND MEDICAL CARE. OAKLAWN DOES NOT RECORD AND TRACK RACIAL/ETHNIC GROUPS OF OUR PATIENTS IN PROVISION OF CHARITY CARE. PART VI, LINE 4: OAKLAWN HOSPITAL'S SERVICE AREA INCLUDES CALHOUN COUNTY, MICHIGAN, AND PARTS OF BRANCH AND EATON COUNTIES. OVERALL, THE HOSPITAL SERVES AN ESTIMATED MARKET POPULATION OF 178,840 FROM THE 22 ZIP CODES COMPRISING ITS SERVICE AREA. ACCORDING TO THE US CENSUS FINDINGS, CALHOUN COUNTY'S POPULATION (CLOSEST PROXY TO THE SERVICE AREA) SKEWS OLDER THAN NATIONAL AND STATE AVERAGES, AT A MEDIAN AGE OF 38.8 YEARS COMPARED TO 40.2 AND 40.3 YEARS RESPECTIVELY. BY RACE AND ETHNICITY, 96.1% OF THE COUNTY'S POPULATION SELF-REPORTS AS ONE RACE, VERSUS 97% (MICHIGAN) AND 96.7% (US). IT IS 79.2% WHITE; 10.9% BLACK/AFRICAN AMERICAN; 0.7% AMERICAN INDIAN/ALASKA NATIVE; AND 3.3% ASIAN. THE COUNTY'S CENSUS SHOWED 5.8% CLAIM HISPANIC/LATINO OF ANY RACE. OAKLAWN WAS FOUNDED IN 1925 AS A 12-BED HOSPITAL IN A RESIDENTIAL HOME IN MARSHALL, MICHIGAN, AND HAS SINCE EVOLVED INTO A HIGHLY-REGARDED REGIONAL HEALTH CARE ORGANIZATION, LICENSED FOR 77 ACUTE CARE BEDS AND A 17-BED INPATIENT PSYCHIATRIC UNIT. ITS ACTIVE, COURTESY, AND CONSULTING MEDICAL STAFF CONSISTS OF MORE THAN 150 PHYSICIANS REPRESENTING 34 SPECIALTIES. THE HOSPITAL HAS CONTINUED TO BE AN INDEPENDENTLY OWNED NON-PROFIT HOSPITAL, WITH ITS MAIN CAMPUS RESIDING ON THE SAME SITE AS THE ORIGINAL HOSPITAL. PART VI, LINE 5: HOSPITALS ARE ALREADY KNOWN AS LOCAL CAREGIVERS AND MAJOR EMPLOYERS, BUT THEY MUST ALSO BECOME MORE RECOGNIZED AS COMMUNITY STEWARDS, AFFIRMING THEIR PURPOSE AS TAX-EXEMPT ENTITIES. THE MICHIGAN HOSPITAL & HEALTH ASSOCIATION'S ANNUAL COMMUNITY BENEFITS SURVEY IS OAKLAWN HOSPITAL'S PRIMARY OPPORTUNITY TO PRESENT THE ENTIRETY OF ITS COMMUNITY BENEFIT PROGRAMS AND SERVICES AND TO PROMOTE THE SUCCESS AND IMPACT OF THESE PROGRAMS AND SERVICES.OAKLAWN'S "COMMUNITY BENEFITS" REACHED $14,737,109 IN 2021, THE MOST RECENT REPORTING YEAR AVAILABLE. THE HOSPITAL CONTRIBUTED FINANCIAL OR IN-KIND BENEFITS OF $424,484 TOWARD IMPROVED HEALTH SERVICES. OAKLAWN PROVIDED $16.92 MILLION IN UNCOMPENSATED MEDICAL CARE IN 2021, INCLUDING $1,368,906 IN CHARITY CARE, $1,234,888 IN BAD DEBTS, AND $14,312,625 IN "BELOW COST" REIMBURSEMENTS FROM MEDICAID, MEDICARE, AND OTHER GOVERNMENT-AUTHORIZED PROGRAMS.OAKLAWN EVENTS AND PROGRAM OFFERINGS ARE PROMOTED ONLINE AT OAKLAWN'S WEBSITE AND ON OAKLAWN'S SOCIAL MEDIA PLATFORMS. FURTHER, OAKLAWN ALIGNS WITH AREA SCHOOLS, COMMUNITY AGENCIES, HEALTH CLINICS, AND HEALTHCARE COLLABORATIONS TO PROVIDE EXPERTISE, SERVICES AND ONGOING PUBLIC HEALTH EVENT SUPPORT. PART VI, LINE 7, REPORTS FILED WITH STATES MI X 1 1 X X X X 0 1 0 0 0 0 0 1 0 URVISH SHAH MD PHYSICIAN 844644 0 765797 0 0 0 6100 0 26710 0 1643251 0 0 0 GREGG BEEG PRESIDENT & CEO 608007 0 155637 0 108069 0 216781 0 11028 0 1099522 0 33237 0 SUBHASH THAKUR MD PHYSICIAN 723262 0 94698 0 0 0 6100 0 26710 0 850770 0 0 0 MICHAEL STERRETT MD PHYSICIAN 631381 0 197144 0 0 0 6100 0 2699 0 837324 0 0 0 KIMBERLY MCLEAN MD PHYSICIAN 662012 0 18320 0 0 0 6100 0 2847 0 689279 0 0 0 PAUL ASHMETAT MD PHYSICIAN 604876 0 23129 0 20000 0 6100 0 0 0 654105 0 0 0 ANDREW POOLE III CHIEF FINANCIAL OFFICER 401068 0 86269 0 56280 0 73193 0 1564 0 618374 0 19071 0 SUMMER LISTON-CRANDALL CHIEF MEDICAL OFFICER 372441 0 69290 0 0 0 50328 0 26543 0 518602 0 0 0 THERESA DAWSON CHIEF NURSING OFFICER 280096 0 60500 0 34420 0 54188 0 18677 0 447881 0 11669 0 DAVID SWENDER CHIEF OF STAFF - UNTIL 12/23 256145 0 145229 0 0 0 6100 0 19077 0 426551 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A NONTAXABLE FITNESS CLUB MEMBERSHIP TO ALL EMPLOYEES. PART I, LINE 4B ANDREW POOLE, THERESA DAWSON, AND GREGG BEEG ALL PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE FOLLOWING AMOUNTS VESTED OR WERE DISTRIBUTED FROM THE PLAN DURING THE CALENDAR YEAR 2023: GREGG BEEG: $33,237 THERESA DAWSON: $11,669 ANDREW POOLE: $19,071 SUMMER LISTON-CRANDALL PARTICIPATES IN THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN HOWEVER THEY DID NOT RECEIVE ANY DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2023. IN ADDITION TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN, THE ORGANIZATION HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE ORGANIZATION'S PRESIDENT & CEO, GREGG BEEG, PARTICIPATES IN THE SERP. NO AMOUNTS WERE VESTED OR DISTRIBUTED FROM THE PLAN DURING THE CALENDAR YEAR 2023. PART I, LINE 7 ORGANIZATION HAS A BONUS PLAN IN PLACE, IT IS BASED ON THE INDIVIDUAL ACHIEVEMENT OF PRESET OAKLAWN HOSPITAL GOALS. THESE GOALS ARE A COMBINATION OF FINANCIAL, CLINICAL, DEVELOPMENT AND INDIVIDUAL SPECIFIC OBJECTIVES. THE DETERMINATION OF THE ACHIEVEMENT OF THESE GOALS IS MADE BY THE PRESIDENT/CEO AND FOR THE PRESIDENT/CEO BY THE BOARD OF DIRECTORS. A COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY 386004358 12964UAK8 2016-11-01 68516856 CURRENT REFUND OF PRIOR BOND ISSUE 0 0 0 A 1370000 68517080 1358549 67158531 2019 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2021 PART I, LINE A, COLUMN (F): ALSO REFINANCED CONVENTIONAL BANK LOANS AND FINANCED TERMINATION OF THREE QUALIFIED HEDGES RELATING TO REFUNDED BOND ISSUES PART I, LINE A, COLUMN (F): DATES OF ISSUANCE OF PRIOR BOND ISSUES CURRENTLY REFUNDED: 12/22/2009, 12/22/2009, 12/23/2010 PART II, LINE 3, COLUMN (A): DIFFERENCE BETWEEN THIS FIGURE AND THAT IN PART 1, LINE D, COLUMN (E) ATTRIBUTABLE TO INVESTMENT EARNINGS PART II, LINE 11, COLUMN (A): SUM EQUAL TO PROCEEDS SPENT ON CURRENT REFUNDINGS OF PRIOR BOND ISSUES + REFUNDINGS OF CONVENTIONAL BANK LOANS + TERMINATION OF QUALIFIED HEDGES PART IV, LINE 2C, COLUMN (A): DATE OF COMPUTATION WAS NOVEMBER 3, 2021; REPORT STATED THAT NO FURTHER COMPUTATIONS WOULD BE NECESSARY PROVIDED THAT CERTAIN CONDITIONS WERE MET. OAKLAWN HOSPITAL CERTIFIED ON NOVEMBER 30, 2021 THAT THOSE CONDITIONS HAD BEEN MET. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND STAFF WILL SIGN A CONFLICT OF INTEREST POLICY ANNUALLY, AND THESE WILL BE REVIEWED FOR CONFLICTS BY THE PRESIDENT. THE CONFLICT OF INTEREST POLICY IS SUBMITTED TO EACH BOARD MEMBER ANNUALLY AND EACH MEMBER ACKNOWLEDGES RECEIPT IN WRITING SO THAT THE MEMBERS ARE CONTINUOUSLY AWARE OF THE POLICY. IT IS THE DUTY OF THE COMPLIANCE OFFICER TO PERIODICALLY MONITOR COMPLIANCE WITH THE POLICY AND REPORT THE RESULTS OF THIS REVIEW TO THE BOARD OF DIRECTORS. AFTER THE MATERIAL INFORMATION HAS BEEN DISCLOSED AND THE POTENTIAL CONFLICT ANALYZED, IF NO CONFLICT OF INTEREST EXISTS, THE DISCLOSURE, ANALYSIS AND RESOLUTION SHALL BE DOCUMENTED AND SUBMITTED AS DIRECTED IN THE ABOVE PROCEDURE. IF A CONFLICT IS IDENTIFIED, THEN MEASURES SHALL BE INSTITUTED FOR MANAGEMENT OF THE CONFLICT. IN MOST INSTANCES, DISCLOSURE OF THE CONFLICTING OR POTENTIALLY CONFLICTING INTEREST MAY ITSELF SUFFICE TO PROTECT THE INTEGRITY OF THE ACTIVITY. IN OTHER WORDS, ONCE SUCH A CONFLICT IS FULLY DISCLOSED TO THE PERTINENT PARTIES, OFTEN THEY WILL BE ABLE TO TAKE INTO CONSIDERATION THE POSSIBLE INFLUENCE OF DISCLOSED INTEREST. FOR THOSE INSTANCES WHERE DISCLOSURE ALONE WILL NOT PROTECT THE INTEGRITY OF THE ACTIVITY, CONFLICT RESOLUTION STRATEGIES MAY INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: - FULL DISCLOSURE OF POTENTIAL CONFLICTS TO THE DECISION-MAKING BODY BEFORE ACTION IS TAKEN THAT MAY BE AFFECTED BY THE POTENTIAL CONFLICT - REMOVAL FROM A PART(S) OF THE DECISION-MAKING PROCESS - REMOVAL FROM FINAL DECISION-MAKING PROCESS - RETENTION OF EQUITY UNTIL DECISION IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 15 A BOARD SUBCOMMITTEE REVIEWS THE COMPENSATION PACKAGE ANNUALLY WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTING FIRM. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR ENDING MARCH 31, 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 12,475,788. MANAGEMENT AND GENERAL EXPENSES 6,334,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,809,797. ALBION DIALYSIS REAL ESTATE LLC 203 NORTH MADISON MARSHALL MI 49068 811548893 REAL ESTATE MI 139536 428097 ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) OAKLAWN DIALYSIS CENTER OF ALBION LLC 350 B DRIVE NORTH ALBION MI 49233 474284465 HEALTHCARE MI ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) RELATED 102298 501327 0 0 0.32000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0