2025-11-14T11:21:00-06:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-01-01 630312913 BAPTIST HEALTH SYSTEM INC BAPT 2057154631 1130 22ND STREET S 3200 BIRMINGHAM AL 35205 AMY ALLEN PRESIDENT/CEO 2057154631 2025-11-14 1 1 MEGAN RANDOLPH P00989558 2059794100 2025-11-14 2024 2025-03-06 01:10:19Z AMY ALLEN 1130 22ND STREET S 3200 BIRMINGHAM AL 35205 87712513 0 X N/A X 1922 AL "AS A WITNESS TO THE LOVE OF GOD, REVEALED THROUGH JESUS CHRIST, THE BAPTIST HEALTH SYSTEM IS COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE, THROUGH INTEGRITY, COMPASSION, ADVOCACY, RESOURCEFULNESS, AND EXCELLENCE." 12 12 7 12 -206163 0 0 0 -12126397 -362557 3607111 28730869 713049 -61435 -7806237 28306877 857490 1739752 0 0 8833560 8585092 0 0 0 1501988 1377094 11193038 11701938 -18999275 16604939 237389073 266533525 48718700 46669399 188670373 219864126 X "AS A WITNESS TO THE LOVE OF GOD, REVEALED THROUGH JESUS CHRIST, THE BAPTIST HEALTH SYSTEM IS COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE, THROUGH INTEGRITY, COMPASSION, ADVOCACY, RESOURCEFULNESS, AND EXCELLENCE." 0 0 7439313 0 -667829 HOSPITAL JOINT VENTURE - BAPTIST HEALTH SYSTEM, INC. (BHS) CONTINUES IN ITS CHARITABLE MISSION, WHICH BEGAN IN 1922, OF PROVIDING MEDICAL AND EDUCATIONAL SERVICES TO THE COMMUNITY THROUGH ITS 20% JOINT VENTURE INTEREST IN BAPTIST HEALTH. THE JOINT VENTURE WAS ORIGINALLY FORMED WITH TENET HEALTHCARE WHICH OWNED THE REMAINING 70% INTEREST. ON SEPTEMBER 30, 2024, ORLANDO HEALTH (501(C)(3) NON-PROFIT) PURCHASED TENET'S INTEREST IN THE JOINT VENTURE. AT THIS SAME TIME, ORLANDO HEALTH ALSO PURCHASED 10% OF BHS'S SHARE OF THE JOINT VENTURE REDUCING ITS 30% SHARE TO 20% AT THAT TIME. ORLANDO HEALTH MANAGES THE JOINT VENTURE AND THE TERMS OF THE MANAGEMENT AGREEMENT REQUIRE THAT THE JOINT VENTURE BE MANAGED PURSUANT TO THE REQUIREMENTS OF CODE SECTION 501 (C) (3) AND THE CHARITABLE PRINCIPLES, WHICH ARE SET FORTH IN THE LLC AGREEMENT. IN THE EVENT MANAGEMENT FAILS TO COMPLY WITH THESE REQUIREMENTS, THE MANAGEMENT AGREEMENT AND LLC AGREEMENT PROVIDE CERTAIN TERMINATION RIGHTS. IN ADDITION, THE PARTIES HAVE AN EQUAL NUMBER OF DIRECTORS APPOINTED FOR THE JOINT VENTURE. BHS RETAINS CERTAIN ADDITIONAL POWERS (DESCRIBED ABOVE FROM THE MANAGEMENT AGREEMENT AND LLC AGREEMENT) TO ENSURE THE JOINT VENTURE WILL CONTINUE TO FURTHER BHS'S CHARITABLE PURPOSES. THE MANAGEMENT BOARD OF THE LLC INCLUDES A BLOCK VOTING MECHANISM FOR EACH MEMBER'S APPOINTED DIRECTORS.BAPTIST HEALTH OPERATES FIVE HOSPITALS AND OTHER PATIENT CARE FACILITIES. TWO OF THE HOSPITALS ARE LOCATED WITHIN THE CITY LIMITS OF BIRMINGHAM, AL, WHICH ENABLES BAPTIST HEALTH TO PROVIDE SERVICES TO AREAS OF THE CITY WHICH MIGHT OTHERWISE BE UNDERSERVED. THE OTHER THREE HOSPITALS ARE LOCATED IN TALLADEGA, JASPER, AND ALABASTER, AL. SEVERAL OF THESE HOSPITALS SERVE RURAL COMMUNITIES WHICH, PRIOR TO BAPTIST HEALTH'S (AND SUBSEQUENTLY BAPTIST HEALTH'S JV) INVOLVEMENT, WERE IN NEED OF STABLE HEALTH CARE FACILITIES. THESE RURAL HOSPITALS PROVIDE MUCH NEEDED SERVICES (SUCH AS OBSTETRICS), TO AREAS OF ALABAMA THAT WOULD OTHERWISE BE UNDERSERVED. BAPTIST HEALTH EXPERIENCES LOSSES FROM SOME OF THESE HOSPITALS, WHICH FURTHER DEMONSTRATES ITS COMMITMENT TO SERVING THESE COMMUNITIES.EACH HOSPITAL PARTICIPATES IN THE MEDICAID PROGRAMS AND EXPERIENCE LARGE CONTRACTUAL ADJUSTMENTS DUE TO THE LIMITED REIMBURSEMENT PROVIDED BY SUCH PROGRAM. ADDITIONALLY, EACH HOSPITAL PARTICIPATES IN VARIOUS OTHER FEDERAL, STATE AND LOCAL MEDICAL PROGRAMS. THIS PARTICIPATION IMPROVES ACCESS TO PATIENT CARE FOR THE COMMUNITIES SERVED BY BAPTIST HEALTH. BAPTIST HEALTH IS ACTIVELY INVOLVED IN MEDICAL EDUCATION AND CLINICAL PASTORAL CARE EDUCATION. BAPTIST HEALTH CURRENTLY HAS APPROXIMATELY 102 RESIDENCY POSITIONS IN TRANSITIONAL YEAR, INTERNAL MEDICINE, PATHOLOGY, RADIOLOGY AND GENERAL SURGERY PROGRAMS. BAPTIST HEALTH'S MEDICAL EDUCATION PROGRAM ALSO PROVIDES CONTINUING EDUCATION TO LICENSED PHYSICIANS. THE CLINICAL PASTORAL CARE EDUCATION PROGRAM PROVIDED TRAINING FOR 7 RESIDENTS AS WELL AS NUMEROUS PART-TIME STUDENTS. THIS TRAINING EQUIPS STUDENTS TO PROVIDE A BETTER LEVEL OF SPIRITUAL CARE TO PATIENTS. IN ADDITION, BAPTIST HEALTH, IN CONJUNCTION WITH SEVERAL COLLEGES AND UNIVERSITIES OF NURSING, PROVIDES TRAINING FOR NURSES THAT ARE HIRED THROUGHOUT THE SOUTHEASTERN UNITED STATES.FINALLY, BAPTIST HEALTH CONTINUALLY PROVIDES MANY SERVICES IN HEALTH PROMOTION AND SCREENING TO THE PUBLIC FREE OF CHARGE OR AT A NOMINAL COST. SUCH SERVICES ARE PROVIDED THROUGH SCHOOLS, EMPLOYERS, AND FACILITIES THAT ARE EASILY ACCESSIBLE BY THE GENERAL PUBLIC. EMPLOYEES ARE ENCOURAGED TO DEVOTE SERVICES TO OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY, AS WELL AS TO PROVIDE FINANCIAL SUPPORT. EMPLOYEES AND OTHER COMMUNITY MEMBERS HAVE ALSO PROVIDED SIGNIFICANT SUPPORT OF BAPTIST HEALTH'S CHARITABLE ACTIVITIES EVIDENCING THE COMMUNITIES' WILLINGNESS TO ACKNOWLEDGE AND SUPPORT THE MISSION OF BAPTIST HEALTH. 963356 0 450000 BHS MANAGES THE OPERATIONS OF THE BAPTIST HEALTH FOUNDATION, INC. (BHF). BHF EXISTS TO SUPPORT BHS BY ENGAGING IN FUNDRAISING ACTIVITIES AND PROVIDING FUNDS TO SUPPORT CONTINUED IMPROVEMENT OF HEALTH, PROVIDE PATIENT ASSISTANCE, AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY BAPTIST HEALTH IN A WAY THAT FURTHERS THE HEALING MINISTRY OF CHRIST. OVER THE COURSE OF THE YEAR, BHF PROVIDED OVER $2.1 MILLION DOLLARS IN FINANCIAL SUPPORT OF PROGRAMS IMPACTING BAPTIST HEALTH PATIENTS, EMPLOYEES AND COMMUNITIES INCLUDING PROVIDING FOR INDIGENT CARE, SPIRITUAL CARE, EMPLOYEE ASSISTANCE, EDUCATION, SCHOLARSHIPS, GRANTS AND OTHER ASSISTANCE. 1823106 1739752 0 BHS CONSIDERS IT VERY IMPORTANT TO INVEST IN OTHER CHARITABLE ORGANIZATIONS AND INITIATIVES WITH MISSIONS THAT ALIGN CLOSELY WITH OURS. AS A RESULT OF THIS, MONETARY CONTRIBUTIONS AND OTHER SUPPORT WERE GIVEN TO SEVERAL ORGANIZATIONS INCLUDING: BAPTIST HEALTH FOUNDATION; BIRMINGHAM METRO BAPTIST ASSOCIATION; SHELBY BAPTIST ASSOCIATION; UNITED WAY; BOY SCOUTS; YWCA; PRESCOTT HOUSE; AND SAMFORD UNIVERSITY. 10225775 1 0 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ERIC JEFFRIES 2057154631 1130 22ND STREET S SUITE 3200 BIRMINGHAM AL 35205 BRANDON WILSON TRUSTEE 3.00 0.00 X 0 0 0 CHRIS HARMON TRUSTEE 3.00 0.00 X 0 0 0 BRIAN HAMILTON TRUSTEE 3.00 0.00 X 0 0 0 BECK TAYLOR TRUSTEE 3.00 0.00 X 0 0 0 RICKY THOMAS TRUSTEE 3.00 0.00 X 0 0 0 REGINA YARBROUGH TRUSTEE 3.00 0.00 X 0 0 0 JIM FOYT TRUSTEE 3.00 0.00 X 0 0 0 JAMES COOLEY TRUSTEE 3.00 0.00 X 0 0 0 MORRIS JOHNSON TRUSTEE 3.00 0.00 X 0 0 0 ANDREA MCCASKEY TRUSTEE 3.00 0.00 X 0 0 0 RANDY PITTMAN TRUSTEE 3.00 0.00 X 0 0 0 JOHN SCOTT TRUSTEE 3.00 0.00 X 0 0 0 AMY S ALLEN PRESIDENT AND CEO, NON-VOTING 40.00 0.00 X 682779 0 130930 ERIC JEFFRIES CHIEF FINANCIAL OFFICER 40.00 0.00 X 282874 0 49305 ALISON SCOTT EXECUTIVE DIRECTOR OF FOUNDATION 40.00 0.00 X 170139 0 47792 1135792 0 228027 3 0 1 0 FIFTH THIRD SECURITIES INC 38 FOUNTAIN SQUARE PLAZA CINCINNATI OH 45263 INVESTMENT BANKING 2793884 MAYNARD NEXSEN PC 1901 6TH AVE NORTH BIRMINGHAM AL 35203 LEGAL SERVICES 513906 HIGHLAND ASSOCIATES INC PO BOX 55469 BIRMINGHAM AL 35255 INVESTMENT MANGEMENT 336942 PARSONS LEE & JULIANO PC 600 VESTAVIA PARKWAY 300 BIRMINGHAM AL 35216 LEGAL SERVICES 263022 H2C SECURITIES INC 4655 EXECUTIVE DRIVE SAN DIEGO CA 92121 CONSULTING SERVICES 100363 5 BHF MANAGEMENT REVENUE 621990 450000 450000 BBH, LLC PARTNERSHIP REVENUE 621990 376748 582911 -206163 MALPRACTICE, WORKERS COMP & EMPLO 621990 -1189305 -1189305 -362557 2583342 2583342 38770107 46783056 36125619 23280017 2644488 23503039 26147527 26147527 OTHER INCOME 621990 11323 11323 FASB 136 ADJUSTMENT 621990 -72758 -72758 -61435 28306877 -217829 -206163 28730869 1739752 1739752 993581 707571 286010 472932 419408 53524 6861772 6850629 11143 187747 148721 39026 69060 56053 13007 42948 33872 9076 96835 35985 60850 243425 243425 122902 73088 49814 32686 32686 41429 23772 17657 46873 1428 45445 116104 83014 33090 1798 760 1038 17728 17728 545428 545428 OTHER EXPENSES 68698 19036 49662 TAXES AND LICENSES 240 240 11701938 10225775 1476163 0 719091 1856820 424898 387404 164826 140376 32184 24450 131274041 146927847 104938859 117337004 237389073 266533525 615723 525697 48102977 46143702 48718700 46669399 X 155162906 182883290 33507467 36980836 188670373 219864126 237389073 266533525 X 16604939 3441592 11147222 X X 0 0 0 X 0 66512 66512 11635426 11701938 735097 183774 0 0 456903 551413 709652 735097 2453065 3679598 57125 61972 65193 66512 250802 114226 137853 177413 183774 613266 919899 164826 140376 24450 24450 INVESTMENT IN BHF 41030408 C INVESTMENT IN BBH 76306596 C 117337004 MINIMUM PENSION LIABILITY 39045281 MALPRACTICE/WORKERS COMP LIABILITY 6743837 DEFERRED RETIREMENT PLAN 354584 46143702 X PART X, LINE 2: THE CORPORATION HAS ADOPTED GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. AS OF DECEMBER 31, 2024, THE CORPORATION HAS ASSESSED ITS UNCERTAIN TAX POSITIONS AND DETERMINED THAT IT HAS NO POSITIONS THAT IT WOULD BE UNABLE TO SUBSTANTIATE. THE CORPORATION HAS FILED ITS TAX RETURNS FOR ALL YEARS THROUGH DECEMBER 31, 2023. THE TAX RETURNS FOR 2021 AND SUBSEQUENT PERIODS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES. 1 1 X 1 X 1 X 1 1 1 0 1 1 5199316 617522 4581794 0.01830 32456674 32374685 81989 0.00030 37655990 32992207 4663783 0.01860 166584 166584 0.00070 2628287 1717489 910798 0.00360 2215046 2215046 0.00880 5009917 1717489 3292428 0.01310 42665907 34709696 7956211 0.03170 0 0.00000 4492 4492 0.00040 26101 26101 0.00220 0 0.00000 0 0.00000 0 0.00000 0 0.00000 6450 6450 0.00060 0 0.00000 37043 37043 0.00320 1 4537867 0 34545736 33086283 1459453 X 1 1 1 SSG REAL ESTATE OWNS LAND AND REAL ESTATE 0.30000 0.00000 0.70000 2 SHELBY BAPTIST AMBULATORY SURGERY CENTER LLC OPERATED AMBULATORY SURGERY CENTER 0.51000 0.00000 0.49000 3 ALABAMA DIGESTIVE HEALTH ENDOSCOPY CENTER LLC OPERATED DIGESTIVE HEALTH CENTER 0.51780 0.00000 0.48220 4 MEDPLEX OUTPATIENT SURGERY CENTER LTD OPERATED OUTPATIENT SURGERY CENTER 0.33900 0.00000 0.66100 5 1 BROOKWOOD BAPTIST MEDICAL CENTER 2010 BROOKWOOD MEDICAL CENTER DRIVE BIRMINGHAM AL 35209 X X X 2 PRINCETON BAPTIST MEDICAL CENTER 701 PRINCETON AVENUE SW BIRMINGHAM AL 35211 X X X X 3 SHELBY BAPTIST MEDICAL CENTER 1000 FIRST STREET NORTH ALABASTER AL 35007 X X X 4 WALKER BAPTIST MEDICAL CENTER 3400 US HIGHWAY 78 EAST JASPER AL 35501 X X X 5 CITIZENS BAPTIST MEDICAL CENTER 604 STONE AVENUE TALLADEGA AL 35161 X X X PRINCETON BAPTIST MEDICAL CENTER 2 0 0 1 X X X X X X X X X 22 1 1 0 1 X WWW.BAPTISTHEALTHAL.COM/ABOUT-US X 1 22 1 WWW.BAPTISTHEALTHAL.COM/ABOUT-US 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X X X X 1 X 0 X X X X 1 X 0 0 SHELBY BAPTIST MEDICAL CENTER 3 0 0 1 X X X X X X X X X 22 1 1 0 1 X WWW.BAPTISTHEALTHAL.COM/ABOUT-US X 1 22 1 WWW.BAPTISTHEALTHAL.COM/ABOUT-US 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X X X X 1 X 0 X X X X 1 X 0 0 WALKER BAPTIST MEDICAL CENTER 4 0 0 1 X X X X X X X X X 22 1 1 0 1 X WWW.BAPTISTHEALTHAL.COM/ABOUT-US X 1 22 1 WWW.BAPTISTHEALTHAL.COM/ABOUT-US 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X X X X 1 X 0 X X X X 1 X 0 0 CITZENS BAPTIST MEDICAL CENTER 5 0 0 1 X X X X X X X X X 22 1 1 0 1 X WWW.BAPTISTHEALTHAL.COM/ABOUT-US X 1 22 1 WWW.BAPTISTHEALTHAL.COM/ABOUT-US 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X X X X 1 X 0 X X X X 1 X 0 0 BROOKWOOD BAPTIST MEDICAL CENTER 1 0 0 1 X X X X X X X X X 22 1 1 0 1 X WWW.BAPTISTHEALTHAL.COM/ABOUT-US X 1 22 1 WWW.BAPTISTHEALTHAL.COM/ABOUT-US 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X BAPTISTHEALTHAL.COM/PATIENT-FINANCIAL-RESOURCES/BILLING-INSURANCE-QUESTIONS X X X X 1 X 0 X X X X 1 X 0 0 PRINCETON BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND RESOURCES AVAILABLE, ASSETS AND RESOURCES LACKING, BARRIERS TO SERVICE AND POTENTIAL AREAS FOR IMPROVEMENT.THE HOSPITAL FACILITY OBTAINED INPUT FROM COMMUNITY MEMBERS IN THE FOLLOWING ORGANIZATIONS COVERING VARIOUS SERVICE AREAS:COMMUNITY FOUNDATION OF GREATER BIRMINGHAM (NON-PROFIT & COMMUNITY BASED)HOUSING AUTHORITY OF THE BIRMINGHAM DISTRICT (NON-PROFIT & COMMUNITY BASED)REGIONAL PARAMEDICAL SERVICES (FIRST RESPONDER)JBS MENTAL HEALTH AUTHORITY (HEALTH CARE PROVIDER)COMMUNITY FOOD BANK OF CENTRAL ALABAMA (NON-PROFIT & COMMUNITY BASED)ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH)UAB O'NEAL COMPREHENSIVE CANCER CENTER (HEALTH CARE PROVIDER)ONE ROOF COALITION (NON-PROFIT & COMMUNITY BASED)UNITED WAY OF CENTRAL ALABAMA (NON-PROFIT & COMMUNITY BASED)JEFFERSON COUNTY HEALTH DEPARTMENT (PUBLIC HEALTH)SAMFORD UNIVERSITY (EDUCATION)ALABAMA STATE DISTRICT 46 (LOCAL GOVERNMENT)HOMEWOOD CITY SCHOOLS (EDUCATION)HOMEWOOD CHAMBER OF COMMERCE (OTHER)VESTAVIA HILLS CHAMBER OF COMMERCE (OTHER) SHELBY BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND RESOURCES AVAILABLE, ASSETS AND RESOURCES LACKING, BARRIERS TO SERVICE AND POTENTIAL AREAS FOR IMPROVEMENT.THE HOSPITAL FACILITY OBTAINED INPUT FROM COMMUNITY MEMBERS IN THE FOLLOWING ORGANIZATIONS COVERING VARIOUS SERVICE AREAS:CITY OF ALABASTER (LOCAL GOVERNMENT)JEFFERSON STATE COMMUNITY COLLEGE (EDUCATION)UNIVERSITY OF MONTEVALLO (EDUCATION)SHELBY COUNTY (LOCAL GOVERNMENT)ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH)COMMUNITY FOOD BANK OF CENTRAL ALABAMA (NON-PROFIT & COMMUNITY BASED)REGIONAL PARAMEDICAL SERVICES (FIRST RESPONDERS)CENTRAL ALABAMA WELLNESS (HEALTH CARE PROVIDER)PELHAM POLICE DEPARTMENT (FIRST RESPONDERS)ALABASTER FIRE DEPARTMENT (FIRST RESPONDERS)UNITED WAY OF CENTRAL ALABAMA (NON-PROFIT & COMMUNITY BASED) WALKER BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND RESOURCES AVAILABLE, ASSETS AND RESOURCES LACKING, BARRIERS TO SERVICE AND POTENTIAL AREAS FOR IMPROVEMENT.THE HOSPITAL FACILITY OBTAINED INPUT FROM COMMUNITY MEMBERS IN THE FOLLOWING ORGANIZATIONS COVERING VARIOUS SERVICE AREAS:ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH)COMMUNITY FOOD BANK OF CENTRAL ALABAMA (NON-PROFIT & COMMUNITY BASED)REGIONAL PARAMEDICAL SERVICES (FIRST RESPONDERS)WALKER AREA COMMUNITY FOUNDATION (NON-PROFIT & COMMUNITY BASED)CAPSTONE RURAL HEALTH CENTER (HEALTH CARE PROVIDER)JASPER CITY SCHOOLS (EDUCATION)JASPER UNITED METHODIST CHURCH (CHURCH)WALKER COUNTY CHAMBER OF COMMERCE (OTHER)BEVILL STATE COMMUNITY COLLEGE (EDUCATION) CITZENS BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND RESOURCES AVAILABLE, ASSETS AND RESOURCES LACKING, BARRIERS TO SERVICE AND POTENTIAL AREAS FOR IMPROVEMENT.THE HOSPITAL FACILITY OBTAINED INPUT FROM COMMUNITY MEMBERS IN THE FOLLOWING ORGANIZATIONS COVERING VARIOUS SERVICE AREAS:ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH)COMMUNITY FOOD BANK OF ALABAMA (NON-PROFIT & COMMUNITY BASED)REGIONAL PARAMEDICAL SERVICES (FIRST RESPONDERS)TALLADEGA CITY SCHOOLS (EDUCATION) BROOKWOOD BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND RESOURCES AVAILABLE, ASSETS AND RESOURCES LACKING, BARRIERS TO SERVICE AND POTENTIAL AREAS FOR IMPROVEMENT.THE HOSPITAL FACILITY OBTAINED INPUT FROM COMMUNITY MEMBERS IN THE FOLLOWING ORGANIZATIONS COVERING VARIOUS SERVICE AREAS:COMMUNITY FOUNDATION OF GREATER BIRMINGHAM (NON-PROFIT AND COMMUNITY BASED)HOUSING AUTHORITY OF THE BIRMINGHAM DISTRICT (NON-PROFIT AND COMMUNITY BASED)REGIONAL PARAMEDICAL SERVICES (FIRST RESPONDERS)JBS MENTAL HEALTH AUTHORITY (HEALTH CARE PROVIDER)COMMUNITY FOOD BANK OF CENTRAL ALABAMA (NON-PROFIT)ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH)UAB O'NEAL COMPREHENSIVE CANCER CENTER (HEALTH CARE PROVIDER)ONE ROOF COALITION (NON-PROFIT AND COMMUNITY BASED)UNITED WAY OF CENTRAL ALABAMA (NON-PROFIT AND COMMUNITY BASED)JEFFERSON COUNTY HEALTH DEPARTMENT (PUBLIC HEALTH)SAMFORD UNIVERSITY (EDUCATION)ALABAMA STATE DISTRICT 46 (LOCAL GOVERNMENT)HOMEWOOD CITY SCHOOLS (EDUCATION)HOMEWOOD CHAMBER OF COMMERCE (OTHER)VESTAVIA HILLS CHAMBER OF COMMERCE (OTHER) PRINCETON BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 6A: BROOKWOOD BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER SHELBY BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 6A: BROOKWOOD BAPTIST MEDICAL CENTERPRINCETON BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER WALKER BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 6A: BROOKWOOD BAPTIST MEDICAL CENTERPRINCETON BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER CITZENS BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 6A: BROOKWOOD BAPTIST MEDICAL CENTERPRINCETON BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTER BROOKWOOD BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 6A: PRINCETON BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER PRINCETON BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: FOLLOWING A COMPREHENSIVE REVIEW OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE PRINCETON BAPTIST MEDICAL CENTER LEADERSHIP TEAM DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES. THE RESULTING IMPLEMENTATION STRATEGY LINKS SPECIFIC ACTIVITIES TO ACHIEVING TARGETED OUTCOMES FOR EACH PRIORITY'S SPECIFIED GOALS AND OBJECTIVES. THESE ACTIVITIES INCLUDE EXISTING PROGRAMS AND PARTNERSHIPS AS WELL AS NEW ACTIVITIES AIMED AT ENHANCING THE BENEFITS PRINCETON BAPTIST MEDICAL CENTER PROVIDES TO THE COMMUNITY. ADDITIONALLY THE IMPLEMENTATION STRATEGY PROVIDES RATIONALE FOR ANY HEALTH PRIORITIES NOT ADDRESSED (IF APPLICABLE). SHELBY BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: FOLLOWING A COMPREHENSIVE REVIEW OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE SHELBY BAPTIST MEDICAL CENTER LEADERSHIP TEAM DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES. THE RESULTING IMPLEMENTATION STRATEGY LINKS SPECIFIC ACTIVITIES TO ACHIEVING TARGETED OUTCOMES FOR EACH PRIORITY'S SPECIFIED GOALS AND OBJECTIVES. THESE ACTIVITIES INCLUDE EXISTING PROGRAMS AND PARTNERSHIPS AS WELL AS NEW ACTIVITIES AIMED AT ENHANCING THE BENEFITS SHELBY BAPTIST MEDICAL CENTER PROVIDES TO THE COMMUNITY. ADDITIONALLY THE IMPLEMENTATION STRATEGY PROVIDES RATIONALE FOR ANY HEALTH PRIORITIES NOT ADDRESSED (IF APPLICABLE). WALKER BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: FOLLOWING A COMPREHENSIVE REVIEW OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE WALKER BAPTIST MEDICAL CENTER LEADERSHIP TEAM DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES. THE RESULTING IMPLEMENTATION STRATEGY LINKS SPECIFIC ACTIVITIES TO ACHIEVING TARGETED OUTCOMES FOR EACH PRIORITY'S SPECIFIED GOALS AND OBJECTIVES. THESE ACTIVITIES INCLUDE EXISTING PROGRAMS AND PARTNERSHIPS AS WELL AS NEW ACTIVITIES AIMED AT ENHANCING THE BENEFITS WALKER BAPTIST MEDICAL CENTER PROVIDES TO THE COMMUNITY. ADDITIONALLY THE IMPLEMENTATION STRATEGY PROVIDES RATIONALE FOR ANY HEALTH PRIORITIES NOT ADDRESSED (IF APPLICABLE). CITZENS BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: FOLLOWING A COMPREHENSIVE REVIEW OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE CITIZENS BAPTIST MEDICAL CENTER LEADERSHIP TEAM DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES. THE RESULTING IMPLEMENTATION STRATEGY LINKS SPECIFIC ACTIVITIES TO ACHIEVING TARGETED OUTCOMES FOR EACH PRIORITY'S SPECIFIED GOALS AND OBJECTIVES. THESE ACTIVITIES INCLUDE EXISTING PROGRAMS AND PARTNERSHIPS AS WELL AS NEW ACTIVITIES AIMED AT ENHANCING THE BENEFITS CITIZENS BAPTIST MEDICAL CENTER PROVIDES TO THE COMMUNITY. ADDITIONALLY THE IMPLEMENTATION STRATEGY PROVIDES RATIONALE FOR ANY HEALTH PRIORITIES NOT ADDRESSED (IF APPLICABLE). BROOKWOOD BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: FOLLOWING A COMPREHENSIVE REVIEW OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE BROOKWOOD BAPTIST MEDICAL CENTER LEADERSHIP TEAM DEVELOPED AN IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES. THE RESULTING IMPLEMENTATION STRATEGY LINKS SPECIFIC ACTIVITIES TO ACHIEVING TARGETED OUTCOMES FOR EACH PRIORITY'S SPECIFIED GOALS AND OBJECTIVES. THESE ACTIVITIES INCLUDE EXISTING PROGRAMS AND PARTNERSHIPS AS WELL AS NEW ACTIVITIES AIMED AT ENHANCING THE BENEFITS BROOKWOOD BAPTIST MEDICAL CENTER PROVIDES TO THE COMMUNITY. ADDITIONALLY THE IMPLEMENTATION STRATEGY PROVIDES RATIONALE FOR ANY HEALTH PRIORITIES NOT ADDRESSED (IF APPLICABLE). PRINCETON BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: IN ORDER TO COMPLY WITH THE ACA 501R REGULATIONS, THE HOSPITAL ADJUSTS PRIVATE PAY ACCOUNTS AT TIME OF BILL USING THE MEDICARE LOOKBACK METHODOLOGY. SHELBY BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: IN ORDER TO COMPLY WITH THE ACA 501R REGULATIONS, THE HOSPITAL ADJUSTS PRIVATE PAY ACCOUNTS AT TIME OF BILL USING THE MEDICARE LOOKBACK METHODOLOGY. WALKER BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: IN ORDER TO COMPLY WITH THE ACA 501R REGULATIONS, THE HOSPITAL ADJUSTS PRIVATE PAY ACCOUNTS AT TIME OF BILL USING THE MEDICARE LOOKBACK METHODOLOGY. CITZENS BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: IN ORDER TO COMPLY WITH THE ACA 501R REGULATIONS, THE HOSPITAL ADJUSTS PRIVATE PAY ACCOUNTS AT TIME OF BILL USING THE MEDICARE LOOKBACK METHODOLOGY. BROOKWOOD BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: IN ORDER TO COMPLY WITH THE ACA 501R REGULATIONS, THE HOSPITAL ADJUSTS PRIVATE PAY ACCOUNTS AT TIME OF BILL USING THE MEDICARE LOOKBACK METHODOLOGY. PART I, LN 7 COL(F): A COST TO CHARGE RATIO WAS DERIVED USING THE WORKSHEETS PROVIDED IN THE SCHEDULE H INSTRUCTIONS TO CALCULATE THE NET COMMUNITY BENEFIT EXPENSE OF CHARITY CARE. AMOUNTS FOR OTHER COMMUNITY BENEFITS WERE COMPILED THROUGH RESPONSES RECEIVED AT A FACILITY LEVEL. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIES ADDRESS THE CAUSES OF COMMUNITY HEALTH PROBLEMS BY OFFERING THE SYSTEM'S HEALTH CARE EXPERTISE AND RESOURCES.EXAMPLES OF SUCH ACTIVITIES INCLUDE:LN 2. ECONOMIC DEVELOPMENT - CHAMBER OF COMMERCE; ROTARY CLUBLN 3. COMMUNITY SUPPORT - MEMORIAL SERVICES; AMERICAN CANCER SOCIETY; BIRMINGHAM METRO BAPTIST ASSOCIATION; SHELBY BAPTIST ASSOCIATION; CEREAL DRIVES; SUMMER ADVENTURES IN LEARNING; SAMFORD BOARD OF TRUSTEES; UNITED WAY; YWCA; SHELBY COUNTY COMMUNITY HEALTH FOUNDATION; RED CROSS BLOOD DRIVES; WALKER AREA COMMUNITY FOUNDATION; COMMUNITY OF HOPE CLINIC; VINEYARD FAMILY SERVICES; AMERICAN HEART ASSOCIATIONLN 5. LEADERSHIP DEVELOPMENT AND LEADERSHIP TRAINING - LEADERSHIP SHELBY COUNTY; LOCAL SCHOOL PARTNERSHIPS; COLLEGE & CAREER EXPOSLN 6. COALITION BUILDING - WALKER AREA HEALTH ACTION PARTNERSHIPLN 8. WORKFORCE DEVELOPMENT - HIGH SCHOOL JOB SHADOWING; PHYSICIAN RECRUITMENT; ADMIN INTERNS; STUDENT CPR CERTIFICATION TRAINING PART III, LINE 2: BAD DEBT EXPENSE IS DERIVED BY APPLYING THE PATIENT COST TO CHARGE RATIO TO GROSS CHARGES OF BAD DEBTS ATTRIBUTABLE TO PATIENT ACCOUNTS. THIS AMOUNT IS REDUCED BY ANY OFFSETTING REVENUES ALLOCATED TO BAD DEBTS PART III, LINE 3: BBH HAS IMPLEMENTED A TOOL KNOWN AS THE "PAYMENT ASSISTANCE RANK ORDER" (PARO) WITH THE PURPOSE OF IDENTIFYING PATIENTS WHO HAVE FAILED TO APPLY FOR CHARITY CARE THAT MAY BE ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. AS A RESULT OF THIS IMPLEMENTATION, A PORTION OF PATIENT CARE REVENUE THAT WOULD OTHERWISE BE REPORTED AS BAD DEBT IS NOW BEING REPORTED AS CHARITY CARE. WE HAVE ALSO IMPLEMENTED PARO SCORING ON RESIDUAL SELF-PAY (I.E. PATIENT BALANCE AFTER INSURANCE.) PART III, LINE 8: THIS DATA IS A COMPILATION OF MEDICARE COST REPORTS FILED FOR THE YEAR ENDED DECEMBER 31, 2024. THE MEDICARE COST REPORT USES THE WORKING TRIAL BALANCE AS A STARTING POINT AND APPLIES MEDICARE COST REPORTING PRINCIPLES TO DETERMINE TOTAL ALLOWABLE COSTS ON A COST CENTER BASIS. MEDICARE COST REPORTING PRINCIPLES ARE ALSO USED TO DETERMINE TOTAL PATIENT REVENUE ON A COST CENTER BASIS IN ORDER TO COMPUTE A RATIO OF COST TO CHARGES. PART III, LINE 9B: 1. BBH ENSURES THAT ALL PATIENT ACCOUNTS ARE PROCESSED FAIRLY AND CONSISTENTLY.2. BBH HAS IMPLEMENTED WRITTEN POLICIES FOR DEFINING AND DELINEATING THE CIRCUMSTANCES UNDER WHICH AND UNDER WHOSE AUTHORITY A PATIENT ACCOUNT IS ADVANCED FOR COLLECTION TO A THIRD-PARTY COLLECTION AGENCY.3. BBH DEFINES THE STANDARDS AND SCOPE OF PRACTICES TO BE USED BY THIRD PARTY COLLECTION AGENTS ACTING ON ITS BEHALF SUCH THAT ANY STANDARDS AND SCOPE OF PRACTICES, AT A MINIMUM, ARE CONSISTENT WITH THE BBH MISSIONS AND VALUES. BBH OBTAINS WRITTEN AGREEMENTS FROM EACH THIRD-PARTY COLLECTION AGENT TO ENSURE ADHERENCE TO SUCH MISSION AND VALUES.4. AT THE TIME OF BILLING BBH PROVIDES TO ALL LOW-INCOME UNINSURED PATIENTS THE SAME INFORMATION CONCERNING SERVICES AND CHARGES PROVIDED TO ALL OTHER PATIENTS WHO RECEIVE CARE AT BBH.5. WHEN SENDING A BILL TO A PATIENT, BBH INCLUDES A) A STATEMENT THAT INDICATES IF THE PATIENT MEETS CERTAIN INCOME REQUIREMENTS, THE PATIENT MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE FROM BBH; AND B) A STATEMENT THAT PROVIDES THE PATIENT WITH THE NAME AND TELEPHONE NUMBER OF A BBH FINANCIAL COUNSELOR OR THE CENTRAL BUSINESS OFFICE FROM WHOM OR WHERE THE PATIENT MAY OBTAIN INFORMATION ABOUT BBH'S FINANCIAL ASSISTANCE POLICIES FOR PATIENTS AND HOW TO APPLY FOR SUCH ASSISTANCE.6. ANY PATIENT OR PATIENT'S LEGAL REPRESENTATIVE SEEKING FINANCIAL ASSISTANCE FROM BBH WILL COMPLETE A FINANCIAL NEEDS ASSESSMENT (FNA). A COMPLETED FNA PROVIDES BBH INFORMATION CONCERNING A PATIENT'S INSURANCE COVERAGE, FINANCIAL STATUS AND ANY OTHER INFORMATION THAT IS NECESSARY FOR BBH TO MAKE A DETERMINATION REGARDING THE PATIENT'S STATUS RELATIVE TO BBH'S CHARITY CARE POLICY, DISCOUNTED PAYMENT POLICY OR ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS (I.E. MEDICAID).7. FOR PATIENTS WHO HAVE AN FNA PENDING FOR EITHER GOVERNMENT-SPONSORED COVERAGE OR FOR BBH'S OWN CHARITY CARE AND FINANCIAL ASSISTANCE PROGRAM, BBH DOES NOT SEND THAT PATIENT'S ACCOUNT TO A COLLECTION AGENCY PRIOR TO 120 DAYS FROM THE TIME OF THE INITIAL BILLING.8. IF A PATIENT QUALIFIES FOR ASSISTANCE UNDER BBH'S FINANCIAL ASSISTANCE POLICY AND IS REASONABLY COOPERATING WITH BBH IN AN EFFORT TO SETTLE AN OUTSTANDING ACCOUNT, BBH DOES NOT SEND THE ACCOUNT TO ANY OUTSIDE COLLECTION AGENCY.9. BBH OR OUTSIDE COLLECTION AGENCIES WORKING ON BEHALF OF BBH DO NOT, IN DEALING WITH LOW-INCOME UNINSURED PATIENTS, USE LIENS ON PRIMARY RESIDENCES AS MEANS OF COLLECTING AN UNPAID PATIENT ACCOUNT. BBH INSTRUCTS BOTH ITS ASSOCIATES AND OUTSIDE COLLECTION AGENCIES THAT TACTICS SUCH AS CHARGING INTEREST, REQUIRING PATIENTS OR PATIENT GUARANTORS TO INCUR DEBT OR LOANS WITH RECOURSE TO THE PATIENT'S PERSONAL OR REAL PROPERTY ASSETS (RECOURSE INDEBTEDNESS) OR SO CALLED "BODY ATTACHMENTS" (I.E. THE ARREST OR JAILING OF PATIENTS IN DEFAULT ON THEIR ACCOUNTS, SUCH AS FOR MISSED COURT APPEARANCES) ARE STRICTLY PROHIBITED.10. ELIGIBILITY FOR CHARITY CARE AND DISCOUNT PAYMENTS MAY BE DETERMINED AT ANY TIME BBH IS IN RECEIPT OF ALL INFORMATION (I.E. COMPLETED FNA) NEEDED TO DETERMINE THE PATIENT'S ELIGIBILITY FOR ITS FINANCIAL ASSISTANCE PROGRAMS. ALL UNINSURED PATIENTS, PRIOR TO PLACEMENT WITH A BAD DEBT COLLECTION AGENCY, ARE SCREENED FOR CHARITY QUALIFICATION USING THE "PAYMENT ASSISTANCE RANK ORDER" (PARO), REFERENCED ABOVE.11. PATIENT PAYMENTS MADE PRIOR TO FINANCIAL ASSISTANCE ELIGIBILITY DETERMINATION FOR QUALIFYING ACCOUNTS WILL BE REFUNDED TO THE PATIENT IF THE PATIENT QUALIFIES FOR THE BBH FREE CARE FINANCIAL ASSISTANCE PROGRAM. PART VI, LINE 2: AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, BROOKWOOD BAPTIST HEALTH (BBH) IS COMMITTED TO MINISTERING QUALITY HEALTH CARE PHYSICALLY, MENTALLY AND SPIRITUALLY WHILE SERVING AS A WITNESS TO THE LOVE OF GOD AS REVEALED THROUGH JESUS CHRIST. IN ORDER TO ACHIEVE THIS COMMITMENT, IT IS IMPORTANT TO IDENTIFY THE NEEDS OF THE COMMUNITY TO WHICH WE ARE MINISTERING. DURING VARIOUS PLANNING MEETINGS, BBH MANAGEMENT CONSULTS A VARIETY OF MARKET EXPERTS, PHYSICIANS, LOCAL HEALTH OFFICIALS, AS WELL AS HISTORICAL DATA TRENDS ON INTERNAL/EXTERNAL DATA IN ORDER TO DETERMINE EMERGING NEEDS IN THE COMMUNITY. INFORMATION REGARDING THE COMMUNITY IS COMPILED THROUGH HEALTH SCREENINGS, QUESTIONNAIRES, AND PATIENT INTERVIEWS OFFERED TO THE PUBLIC. PART VI, LINE 3: COMMUNICATION OF BBH FINANCIAL ASSISTANCE POLICIES WITH PATIENTS AND THE PUBLIC:ALL NOTIFICATIONS OF OUR FINANCIAL ASSISTANCE POLICIES ARE IN BOTH ENGLISH AND SPANISH, INCLUDING SIGNAGE, STATEMENTS, WEBSITES, ETC. BBH POSTS NOTICES REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE TO LOW-INCOME UNINSURED PATIENTS. THESE NOTICES ARE POSTED IN VISIBLE LOCATIONS THROUGHOUT THE FACILITY INCLUDING PATIENT ACCESS/REGISTRATION, THE CASHIER/BILLING OFFICE, THE EMERGENCY DEPARTMENT AND OTHER APPROPRIATE SETTINGS. EVERY POSTED NOTICE REGARDING FINANCIAL ASSISTANCE CONTAINS A STATEMENT INDICATING THAT THE FACILITY HAS A FINANCIAL ASSISTANCE POLICY FOR LOW-INCOME PATIENTS WHO MAY NOT BE ABLE TO PAY THEIR BILL AND BRIEF INSTRUCTIONS REGARDING HOW TO APPLY FOR CHARITY CARE OR A DISCOUNTED BILL. THE NOTICES INCLUDE A CONTACT NAME AND TELEPHONE NUMBER THAT CAN BE USED BY A PATIENT OR FAMILY MEMBER WHO IS REQUESTING ADDITIONAL INFORMATION. BBH ENSURES THAT STAFF MEMBERS IN THE PATIENT ACCESS/REGISTRATION AREAS AND IN THE CENTRAL BUSINESS OFFICE ARE KNOWLEDGEABLE ABOUT THE EXISTENCE OF FINANCIAL ASSISTANCE POLICIES. TRAINING IS PROVIDED TO STAFF MEMBERS WHO DIRECTLY INTERACT WITH PATIENTS REGARDING THEIR BILLS FOR HEALTH CARE SERVICES.IN COMMUNICATION WITH PATIENTS AND FAMILIES REGARDING FINANCIAL ASSISTANCE POLICIES, BBH ATTEMPTS TO COMMUNICATE IN THE PRIMARY LANGUAGE OF THE PATIENT OR HIS/HER FAMILY, IF REASONABLY POSSIBLE. THIS IS DONE IN A MANNER CONSISTENT WITH ALL APPLICABLE FEDERAL AND STATE LAWS AND REGULATIONS. A WRITTEN NOTICE ON THE BILLING STATEMENT INFORMS THE PATIENT THAT FINANCIAL ASSISTANCE MAY BE AVAILABLE THROUGH THE BBH FINANCIAL ASSISTANCE POLICY.AT THE TIME OF BILLING, BBH WILL PROVIDE TO ALL UNINSURED PATIENTS THE SAME INFORMATION ON SERVICES AND CHARGES THAT IS PROVIDED TO ALL OTHER PATIENTS RECEIVING CARE AT A BBH FACILITY. WHEN SENDING A BILL TO AN UNINSURED PATIENT, THE FOLLOWING INFORMATION IS INCLUDED WITH THE BILL: *A STATEMENT THAT INDICATES THAT THE PATIENT MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE FOR HELP IN PAYING FOR THE SERVICES THAT WERE PROVIDED; AND*A STATEMENT THAT PROVIDES THE PATIENT WITH A CONTACT RESOURCE ABOUT THE BBH FINANCIAL ASSISTANCE POLICY FOR LOW-INCOME UNINSURED PATIENTS AND HOW TO APPLY FOR SUCH ASSISTANCE FOR THE PAYMENT OF SERVICES THAT WERE PROVIDED. BBH WILL PROVIDE INFORMATION TO ALL PATIENTS INFORMING THEM OF THEIR RESPONSIBILITY TO PROVIDE DOCUMENTATION FOR VERIFICATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: BHS INDIRECTLY OPERATES FIVE HOSPITALS THROUGH ITS OWNERSHIP IN THE BROOKWOOD BAPTIST HEALTH (BBH) JOINT VENTURE. THE HOSPITALS ARE LOCATED IN JEFFERSON, SHELBY, TALLADEGA AND WALKER COUNTIES. THESE COUNTIES ACCOUNT FOR APPROXIMATELY 77% OF INPATIENT ADMISSIONS. ADDITIONALLY, OTHER COUNTIES WHICH PROVIDE A SIGNIFICANT AMOUNT OF ADMISSIONS BUT ARE NOT CONSIDERED TO BE PART OF THE PRIMARY SERVICE AREA INCLUDE CHILTON, WINSTON, BIBB, CULLMAN AND MARION COUNTIES. ADMISSIONS FROM JEFFERSON (PRINCETON BAPTIST MEDICAL CENTER AND BROOKWOOD BAPTIST MEDICAL CENTER) AND SHELBY (SHELBY BAPTIST MEDICAL CENTER) ACCOUNTED FOR 51% OF TOTAL ADMISSIONS IN FY 2024. THE MAJOR COMPETITORS IN THE MARKET INCLUDE UAB HOSPITAL (UNIVERSITY OF ALABAMA SYSTEM), GRANDVIEW HOSPITAL (COMMUNITY HEALTH) AND ST. VINCENT'S (ASCENSION HEALTHCARE).EACH HOSPITAL, OTHER THAN BROOKWOOD BAPTIST MEDICAL CENTER, HAS BEEN DESIGNATED AS A MEDICALLY UNDERSERVED AREA/POPULATION BY THE HEALTH RESOURCES AND SERVICE ADMINISTRATION (HRSA). THIS IS PRIMARILY DUE TO LOW INCOME DESIGNATIONS GIVEN TO SURROUNDING POPULATIONS. FURTHERMORE, ALL FACILITIES EXCEPT SHELBY RESIDE IN AN AREA DESIGNATED BY THE HRSA AS A "PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE AREA AND ALL OF THE FACILITIES RESIDE IN AN AREA DESIGNATED BY THE HRSA AS A "MENTAL HEALTH PROFESSIONAL SHORTAGE AREA".BASED ON THE PAYOR DATA FROM FY 2024, MEDICARE/MEDICARE HMO WAS THE CORPORATION'S LARGEST SOURCE OF PATIENT REVENUE AT 45% OF GROSS CHARGES. OTHER SIGNIFICANT SOURCES OF PATIENT REVENUE INCLUDED BLUE CROSS AT 20% AND MEDICAID AT 8%. PART VI, LINE 5: THE BOARD OF TRUSTEES FOR BAPTIST HEALTH SYSTEM, 20% OWNER OF THE JOINT VENTURE IN BBH IS COMPRISED OF INDEPENDENT COMMUNITY LEADERS WHO RESIDE IN THE SYSTEM'S PRIMARY SERVICE AREA. IN ADDITION, BBH OPERATES AN OPEN MEDICAL STAFF AND ACTIVELY RECRUITS PHYSICIAN SPECIALTIES BASED ON NEEDS OF THE COMMUNITY. EACH HOSPITAL OPERATES A FULL-TIME EMERGENCY ROOM OPEN TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ACTIVE INVOLVEMENT IN COMMUNITY SERVICE IS ONE OF THE MANY WAYS BBH LIVES TRUE TO ITS MISSION OF BEING COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE. EXAMPLES OF THIS INCLUDE OPPORTUNITIES FOR STUDENTS TO SPEND TIME SHADOWING CLINICIANS AT BBH FACILITIES, INTERNSHIP PROGRAMS, FREE HEALTH SCREENINGS, PARTNERING WITH LOCAL CHURCHES TO PROVIDE MEDICAL CARE TO THOSE EXPERIENCING DIFFICULT CIRCUMSTANCES, AND PROVIDING AID TO BBH EMPLOYEES WHO ARE INVOLVED IN MISSION RELATED VOLUNTEER ACTIVITIES. PART VI, LINE 6: BHS FURTHERS ITS FAITH-BASED MISSION THROUGH ITS AFFILIATION WITH THE BAPTIST HEALTH FOUNDATION (BHF).THE BAPTIST HEALTH FOUNDATION EXISTS TO SUPPORT THE FAITH-BASED MISSION OF BHS BY WORKING TO PROVIDE THE CHARITABLE AND COMMUNITY RESOURCES NECESSARY FOR ITS OPERATION. THE FOUNDATION SUPPORTS A WIDE ARRAY OF HEALTH-RELATED ACTIVITIES INCLUDING PASTORAL CARE MINISTRIES, NURSING SCHOLARSHIPS, MEDICAL EDUCATION, AND CHARITY CARE INCLUDING BBH EMPLOYEE AND PATIENT ASSISTANCE. 1 BAPTIST HEALTH FOUNDATION INC 1130 22ND STREET SOUTH SUITE 3200 BIRMINGHAM AL 35205 636062097 501(C)3 1680759 0 N/A N/A GENERAL SUPPORT YWCA CENTRAL ALABAMA 309 23RD STREET NORTH BIRMINGHAM AL 35203 630288882 501(C)3 10000 0 N/A N/A GENERAL SUPPORT BIRMINGHAM METRO BAPTIST ASSOCIATON 1449 MEDICAL PARK DRIVE BIRMINGHAM AL 35213 630377187 501(C)3 13500 0 N/A N/A GENERAL SUPPORT 3 0 PART I, LINE 2: BHS CHOOSES GRANT RECIPIENTS BASED ON THEIR ABILITY AND DESIRE TO SUPPORT THE FAITH BASED MISSION OF BHS BY WORKING TO PROVIDE CHARITABLE AND COMMUNITY RESOURCES. BHS MONITORS THE USE OF GRANTS PROVIDED TO THESE ORGANIZATIONS REGULARLY TO ENSURE THAT THE FUNDS ARE USED TO FURTHER THIS MISSION. 1 X X X X X 0 1 0 0 0 0 0 0 0 AMY S ALLEN PRESIDENT AND CEO, NON-VOTING 395089 0 287000 0 690 0 110204 0 24283 0 817266 0 0 0 ERIC JEFFRIES CHIEF FINANCIAL OFFICER 237617 0 44807 0 450 0 47133 0 5729 0 335736 0 0 0 ALISON SCOTT EXECUTIVE DIRECTOR OF FOUNDATION 147860 0 21959 0 320 0 30391 0 20951 0 221481 0 0 0 PART I, LINE 4B LINE 4B: THE FOLLOWING EMPLOYEES PARTICIPATE IN THE ORGANIZATION'S NONQUALIFED RETIREMENT PLAN. THE DEFERRED AMOUNTS DURING THE CURRENT YEAR ARE: AMY ALLEN - $60,917 ERIC JEFFRIES - $14,168 ALISON SCOTT - $9,426 FORM 990, PART IV, LINE 12A: THE AUDITED FINANCIAL STATEMENTS OF THE CURRENT TAX YEAR HAVE NOT BEEN ISSUED AS OF THE FILING DATE OF THE TAX RETURN. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE RESTATED ARTICLES OF INCORPORATION OF BAPTIST HEALTH SYSTEM, INC., THE BIRMINGHAM METRO BAPTIST ASSOCIATION, AN ALABAMA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ELECTS THE BOARD OF TRUSTEES OF BAPTIST HEALTH SYSTEM, INC. FROM A SLATE PRESENTED BY BAPTIST HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE BAPTIST HEALTH SYSTEM, INC. ARTICLES OF INCORPORATION MUST BE APPROVED BY THE BIRMINGHAM METRO BAPTIST ASSOCIATION AND ANY MORTGAGE PLACED ON ANY PART OR PORTION OF REAL PROPERTY OWNED BY BAPTIST HEALTH SYSTEM, INC. MUST BE APPROVED BY THE BIRMINGHAM METRO BAPTIST ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BHS, DEDICATED TO ITS FAITH BASED HEALTH CARE MINISTRY, HAS DEMONSTRATED THE VALUE OF INTEGRITY BY SETTING FORTH A POLICY PROHIBITING CONFLICT OF INTEREST AND PROVIDING A MECHANISM FOR REPORTING POTENTIAL CONFLICT OF INTEREST SITUATIONS. THE PURPOSE OF THIS CONFLICT OF INTEREST POLICY IS TO PROTECT BHS'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, BOARD COMMITTEE MEMBER, OFFICER, DIRECTOR, OR MANAGER OF BHS. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE FEDERAL OR ALABAMA LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. BHS CONDUCTS AN ANNUAL CONFLICT OF INTEREST SURVEY FOR ALL OF ITS BOARD MEMBERS, OFFICERS, DIRECTORS, AND MANAGERS TO ENSURE THAT ALL POTENTIAL CONFLICTS ARE REPORTED AND ADDRESSED. BHS ALSO HAS A TRAVEL POLICY IN PLACE THAT ALLOWS FOR THE REIMBURSEMENT OF TRAVEL EXPENSES THAT ARE REASONABLE IN AMOUNT AND ARE CONSIDERED ORDINARY, NECESSARY, AND APPROPRIATE TO THE CONDUCT OF THE CORPORATION'S BUSINESS. THE REIMBURSEMENT GUIDELINES ARE IN ACCORDANCE WITH INTERNAL REVENUE SERVICE REGULATIONS. THE AMOUNT OF FUNDS EXPENDED EACH YEAR RELATED TO TRAVEL IS BUDGETED. EMPLOYEES AND TRUSTEES OF THE CORPORATION ARE NOT COMPENSATED THROUGH EXPENSE ALLOWANCES. TO BE REIMBURSED FOR TRAVEL, EMPLOYEES AND TRUSTEES MUST SUBMIT A SIGNED EXPENSE REPORT FORM AND PROVIDE DOCUMENTATION IN THE FORM OF RECEIPTS FOR ANY EXPENSE OF $20 OR MORE. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL PROCESS OF REVIEWING COMPENSATION FOR EXECUTIVES CLASSIFIED AS DISQUALIFIED PERSONS UNDER IRS INTERMEDIATE SANCTIONS GUIDELINES INCLUDES THE FOLLOWING STEPS: THE GOVERNANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF TRUSTEES) REVIEWS AND APPROVES BASE SALARY, INCENTIVES, FRINGE AND OTHER BENEFITS, AND RETIREMENT AND/OR DEFERRED COMPENSATION BENEFITS. THE GOVERNANCE COMMITTEE EMPLOYS A THIRD PARTY CONSULTANT TO PROVIDE THE INDEPENDENT MARKET DATA AND UTILIZES A DOCUMENTED TOTAL COMPENSATION PHILOSOPHY TO GUIDE IN THE DECISION MAKING. PEER GROUP MARKET DATA AND ANALYSIS IS UTILIZED FOR COMPARISON OF THE TOTAL COMPENSATION PACKAGE. MEETING MINUTES ARE MAINTAINED WHICH REFLECT THE CONSIDERATION OF PHILOSOPHY, PERFORMANCE, AND MARKET DATA. THE ANNUAL PROCESS FOR EXECUTIVES NOT CLASSIFIED AS DISQUALIFIED PERSONS UNDER IRS INTERMEDIATE SANCTIONS GUIDELINES INCLUDE THE FOLLOWING: THE BHS PRESIDENT AND CEO REVIEWS AND APPROVES ALL COMPENSATION DECISIONS. THIRD PARTY CONSULTANTS AND TOTAL COMPENSATION SURVEYS ARE UTILIZED TO PROVIDE INDEPENDENT MARKET DATA. A DOCUMENTED TOTAL COMPENSATION PHILOSOPHY IS UTILIZED TO GUIDE IN THE DECISION MAKING. PEER GROUP MARKET DATA AND ANALYSIS IS UTILIZED FOR COMPARISON OF THE TOTAL COMPENSATION PACKAGE. THE GOVERNANCE COMMITTEE REVIEWS AND APPROVES INCENTIVES, FRINGE BENEFITS, AND RETIREMENT AND/OR DEFERRED COMPENSATION BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 AS A GENERAL RULE, BHS DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD IN CONFORMITY WITH SECTION 6104 OF THE INTERNAL REVENUE CODE. FORM 990, PART XI, LINE 9: INCREASE IN MINIMUM PENSION LIABILITY 7,673,853. INCREASE IN INVESTMENT IN AFFILIATE - RESTRICTED 3,473,369. FORM 990, PART XII, LINE 2B: THE AUDITED FINANCIAL STATEMENTS OF THE CURRENT TAX YEAR HAVE NOT BEEN ISSUED AS OF THE FILING DATE OF THE TAX RETURN. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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