2025-11-17T13:36:03-06:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-01-01 742427148 GEORGETOWN HEALTHCARE SYSTEM INC GEOR 5129312221 624 S AUSTIN AVE 200 GEORGETOWN TX 78626 SCOTT ALARCON CEO 5129312221 2025-11-14 1 0 SEAN HOLCOMB P01249221 5123703200 2025-11-14 2024 2025-03-06 01:10:19Z GEORGETOWN HEALTH FOUNDATION SCOTT ALARCON 624 S AUSTIN AVE 200 GEORGETOWN TX 78626 9720363 0 X WWW.GTHF.ORG X 1985 TX THE ORGANIZATION IS DEDICATED TO THE PROMOTION OF QUALITY, ACCESSIBLE HEALTHCARE FOR ALL PERSONS LIVING IN THE GEORGETOWN, TX COMMUNITY AND SURROUNDING AREA. AS A PARTNER IN THE ST. DAVID'S HEALTHCARE PARTNERSHIP, WE PROVIDE HEALTHCARE TO THE PUBLIC THROUGH THE OPERATION OF FOUR HOSPITALS IN THE CENTRAL TEXAS AREA WHICH OPERATE UNDER THE COMMUNITY BENEFIT STANDARD. LOCALLY, WE INVEST IN AND PARTNER WITH OTHER NON-PROFIT ORGANIZATIONS WHO, LIKE US, ARE COMMITTED TO IMPROVING THE SOCIAL DETERMINANTS OF HEALTH IN OUR COMMUNITY WITH A GOAL OF BUILDING AND SUSTAINING HEALTHY, PRODUCTIVE LIVES FOR GEORGETOWN RESIDENTS. 17 17 12 51 51619 0 775000 1275250 3098546 4098546 638907 1282836 -333553 109664 4178900 6766296 1731674 2378707 0 0 1609756 1993949 0 0 0 967909 1335989 4309339 5708645 -130439 1057651 56329972 59747495 3524864 5020258 52805108 54727237 TO GENERATE AND ACCELERATE POSITIVE CHANGE IN THE HEALTH OF THE COMMUNITY OF GEORGETOWN AND THE SURROUNDING AREA. 0 0 3495411 2378707 4437 THE REPORTING ORGANIZATION PROVIDES GRANTS TO COMMUNITY ORGANIZATIONS THAT PROMOTE IMPROVED ACCESS TO, OR DIRECTLY PROVIDE HEALTHCARE TO THE CITIZENS OF THE GEORGETOWN, TEXAS AREA REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. 4098546 THE REPORTING ORGANIZATION IS A PARTNER IN THE ST. DAVID'S HEALTHCARE PARTNERSHIP, LP, LLP. THE HOSPITALS IN THE PARTNERSHIP ARE DEDICATED TO SERVING CENTRAL TEXAS UNDER THE COMMUNITY BENEFIT STANDARD AND THE AFFORDABLE CARE ACT. ST. DAVID'S HEALTHCARE PARTNERSHIP INCLUDES HOSPITALS, FREE-STANDING EMERGENCY ROOMS, AMBULATORY CARE CENTERS, AND URGENT CARE CENTERS. 496944 THE CARVER CENTER FOR FAMILIES FAMILY RESOURCE CENTER (FRC) IS HOME TO NONPROFIT AGENCIES THAT PROVIDE RESOURCE NAVIGATION, CASE MANAGMENT, PARENT & CAREGIVER EDUCATION, PARENT & CAREGIVER SUPPORT, RESPITE, WELLNESS & NUTRITION SUPPORT AND SPORTS/RECREATIONAL ACTIVITIES. THE FRC SEEKS TO WORK IN EQUAL PARTNERSHIP WITH FAMILIES TO BECOME MORE PREVENTATIVE, FLEXIBLE AND HOLISTIC IN THE APPROACH TO WELLNESS. ALL SUPPORT AND PROGRAMMING ARE DELIVERED AT NO OR LOW-COST TO PARTICIPANTS. 3992355 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 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 1 0 0 1 1 26 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X KARIN SLADEK 5129312221 624 S AUSTIN AVE 200 GEORGETOWN TX 78626 JIM DONOVAN MD PAST CHAIR 2.00 X 0 0 0 BRAD SMITH CHAIR 2.00 X 0 0 0 STEVE WEST SECRETARY 2.00 X 0 0 0 DENISSE BALDWIN BOARD MEMBER 1.00 X 0 0 0 CONCHITA GUSMAN BOARD MEMBER 1.00 X 0 0 0 CHAR HU BOARD MEMBER 1.00 X 0 0 0 PETE INMAN BOARD MEMBER 1.00 X 0 0 0 DELTA JOLLY BOARD MEMBER 1.00 X 0 0 0 BEN LAKE BOARD MEMBER 1.00 X 0 0 0 TOM LOCKE BOARD MEMBER 1.00 X 0 0 0 JOAN MAIER BOARD MEMBER 1.00 X 0 0 0 LINDA MEIGS BOARD MEMBER 1.00 X 0 0 0 RODNEY MORALES BOARD MEMBER 1.00 X 0 0 0 SOFIA NELSON BOARD MEMBER 1.00 X 0 0 0 MATT SMITH BOARD MEMBER 1.00 X 0 0 0 JEANNIE SONNIER BOARD MEMBER 1.00 X 0 0 0 ROBERT STERN MD BOARD MEMBER 1.00 X 0 0 0 M SCOTT ALARCN CEO 40.00 X 437406 0 45797 KARIN SLADEK CFO 40.00 X 211712 0 24563 MARY S PUKYS VP - STRATEGIC PHILANTHROPY 40.00 X 192647 0 20751 ANDY DAVIS VP - EDUCATION & CAPACITY BUILDING 40.00 X 188543 0 9965 LINDA OWEN DIRECTOR OF ADMINISTRATION 40.00 X 103879 0 6464 1134187 0 107540 5 0 1 0 FINELINE GENERAL CONTRACTOR INC 1625 WILLIAMS DR STE 201 GEORGETOWN TX 78628 CONSTRUCTION WORK 2751276 SYNERGEY COMMERCIAL CONSTRUCTION LLC 114 HALMAR COVE GEORGETOWN TX 78628 CONSTRUCTION WORK 353510 ADVENTURES OUTBACK LP 25565 RONALD W REAGAN BLVD GEORGETOWN TX 78633 CONSTRUCTION WORK 204436 INFINITE CAPITAL CONSTRUCTION 7301 RR 620 N SITE 155-162 AUSTIN TX 78726 CONSTRUCTION WORK 116212 4 975000 300250 1275250 ST. DAVID'S HEALTHCARE 621990 4098546 4098546 4098546 755035 755035 190620 85393 105227 105227 53608 51619 3396475 2868674 527801 527801 527801 OTHER INCOME 900099 4437 4437 4437 6766296 4156591 51619 1282836 X 2378707 2378707 1131384 589266 542118 663976 345824 318152 34084 17752 16332 52141 27157 24984 112364 58523 53841 78759 40955 37804 31466 16362 15104 88254 46498 41756 83790 29102 54688 11840 6157 5683 99822 56143 43679 24757 12873 11884 277957 122907 155050 2502 1301 1201 32670 17740 14930 102062 102062 292351 100710 191641 127643 79962 47681 MISCELLANEOUS EXPENSES 58550 31840 26710 DUES & SUBSCRIPTIONS 23566 12576 10990 5708645 3992355 1716290 0 350131 1439929 1016668 44738 119460 0 80219 1143 1143 50572 87327 14383511 1968662 8739612 12414849 25398037 26218211 12872110 12872110 7783831 6587377 56329972 59747495 1058700 835899 2276203 3939271 189961 245088 3524864 5020258 X 52805108 54702237 25000 52805108 54727237 56329972 59747495 1057651 864478 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 687 687 0 PART II-B, LINE 1: THE SCHEDULE K-1 FROM ST. DAVID'S HEALTHCARE PARTNERSHIP, LP (THE "PARTNERSHIP") INCLUDED $ 687 OF LOBBYING EXPENDITURES WHICH CONSTITUTED THE PORTION OF THE ORGANIZATION'S ANNUAL ASSOCIATION DUES DEDICATED TO LOBBYING ACTIVITIES. 2316097 2316097 11143808 1878048 9265760 318378 90614 227764 605228 605228 12414849 ST DAVIDS PARTNERSHIP LP 12872110 C 12872110 INVESTMENTS HELD FOR DEFERRED EMPLOYEE BENEFITS 193207 DUE FROM AFFILIATED ENTITY 6394170 6587377 DEFERRED EMPLOYEE BENEFITS 193207 SECURITY DEPOSITS 37465 PREPAID RENT 14416 245088 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 872015 13215 858800 0.03200 1230776 2830086 0 0.00000 2102791 2843301 858800 0.03200 998746 0 998746 0.03720 25335 5466 19869 0.00070 5901 6963 0 0.00000 3934 0 3934 0.00010 1033916 12429 1022549 0.03800 3136707 2855730 1881349 0.07000 61895 38617 23278 0.00410 61895 38617 23278 0.00410 0 100125 4272459 4172521 99938 X 1 1 1 ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP OWNS 1% INTEREST IN ST DAVID'S HEALTHCARE PARTNERSHIP WHICH OPERATES 7 0.01000 0.00000 0.00000 2 HOSPITALS IN CENTRAL TEXAS 7 1 ST DAVID'S MEDICAL CENTER 919 E 32ND STREET AUSTIN TX 78705 WWW.STDAVIDS.COM X X X A 2 ST DAVID'S NORTH AUSTIN MEDICAL CENTER 12221 N MOPAC EXPRESSWAY NORTH AUSTIN TX 78758 WWW.STDAVIDS.COM X X X X X A 3 ST DAVID'S SOUTH AUSTIN MEDICAL CENTER 901 W BEN WHITE BLVD AUSTIN TX 78704 WWW.STDAVIDS.COM X X X X A 4 ST DAVID'S ROUND ROCK MEDICAL CENTER 2400 ROUND ROCK AVE ROUND ROCK TX 78681 WWW.STDAVIDS.COM X X X X A 5 HEART HOSPITAL OF AUSTIN 3801 NORTH LAMAR BLVD AUSTIN TX 78756 WWW.STDAVIDS.COM X X X A 6 ST DAVID'S GEORGETOWN HOSPITAL 2000 SCENIC DRIVE GEORGETOWN TX 78626 WWW.STDAVIDS.COM X X X A 7 ST DAVID'S SURGICAL HOSPITAL 1201 W LOUIS HENNA BLVD AUSTIN TX 78681 WWW.STDAVIDS.COM X X X A FACILITY REPORTING GROUP - A 0 0 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, PAGE 8 X WWW.GTHF.ORG X X 1 22 1 SEE PART V, PAGE 8 0 1 X 200.000000000000 500.000000000000 X X X X X 1 1 X X X 1 X HTTPS://WWW.STDAVIDS.COM/PATIENT-RESOURCES/PATIENT-FINANCIAL-RESOURCES/FINA X HTTPS://WWW.STDAVIDS.COM/PATIENT-RESOURCES/PATIENT-FINANCIAL-RESOURCES/FINA X HTTPS://WWW.STDAVIDS.COM/PATIENT-RESOURCES/PATIENT-FINANCIAL-RESOURCES/FINA X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: ST. DAVID'S MEDICAL CENTER, - FACILITY 2: ST. DAVID'S NORTH AUSTIN MEDICAL CENTER, - FACILITY 3: ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER, - FACILITY 4: ST. DAVID'S ROUND ROCK MEDICAL CENTER, - FACILITY 5: HEART HOSPITAL OF AUSTIN, - FACILITY 6: ST DAVID'S GEORGETOWN HOSPITAL, - FACILITY 7: ST DAVID'S SURGICAL HOSPITAL GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 5: IN PREPARATION OF THE CHNA FOR TRAVIS COUNTY, THE FOUNDATION PARTNERED WITH TEXAS HEALTH INSTITUTE (THI). BETWEEN AUGUST AND OCTOBER 2021, THI CONDUCTED KEY INFORMANT INTERVIEWS AND COMMUNITY FOCUS GROUPS IN TRAVIS COUNTY. IN ADDITION, THI VIRTUALLY CONDUCTED ONE TARGETED PHOTOVOICE PROJECT AND ASSOCIATED DISCUSSION SESSION. THE GOAL OF THIS WORK WAS TO LEARN ABOUT LOCAL PRIORITY HEALTH NEEDS AND ASSETS AND HOW THEY THINK COMMUNITY HEALTH AND WELL-BEING CAN BE IMPROVED. FOCUS GROUP PARTICIPANTS SELF-IDENTIFIED AS PEOPLE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME, AND MEMBERS OF MINORITY POPULATIONS, OR LIVING WITH CHRONIC DISEASE NEEDS. ADULT FOCUS GROUP PARTICIPANTS WERE BETWEEN 18-65 YEARS OLD, WHILE PHOTOVOICE PARTICIPANTS WERE BETWEEN AGES 15-16 YEARS OLD. KEY INFORMANTS INCLUDED REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, AND THE LOCAL GOVERNMENT. THI ENGAGED KEY INFORMANTS BASED ON THEIR LEADERSHIP ROLES AND EXPERIENCE WORKING WITH MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY COMMUNITIES SERVED BY THE HOSPITAL SYSTEM. IN PREPARATION OF THE CHNA FOR WILLIAMSON COUNTY, THE FOUNDATION PARTNERED WITH TEXAS HEALTH INSTITUTE (THI). BETWEEN AUGUST AND OCTOBER 2021, THI CONDUCTED KEY INFORMANT INTERVIEWS AND COMMUNITY FOCUS GROUPS IN WILLIAMSON COUNTY. IN ADDITION, THI VIRTUALLY CONDUCTED ONE TARGETED PHOTOVOICE PROJECT AND ASSOCIATED DISCUSSION SESSION. THE GOAL OF THIS WORK WAS TO LEARN ABOUT LOCAL PRIORITY HEALTH NEEDS AND ASSETS AND HOW THEY THINK COMMUNITY HEALTH AND WELL-BEING CAN BE IMPROVED. FOCUS GROUP PARTICIPANTS SELF-IDENTIFIED AS PEOPLE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME, AND MEMBERS OF MINORITY POPULATIONS, OR LIVING WITH CHRONIC DISEASE NEEDS. ADULT FOCUS GROUP PARTICIPANTS WERE BETWEEN 18-65 YEARS OLD, WHILE PHOTOVOICE PARTICIPANTS WERE BETWEEN AGES 15-16 YEARS OLD. KEY INFORMANTS INCLUDED REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, AND THE LOCAL GOVERNMENT. THI ENGAGED KEY INFORMANTS BASED ON THEIR LEADERSHIP ROLES AND EXPERIENCE WORKING WITH MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY COMMUNITIES SERVED BY THE HOSPITAL SYSTEM.IN PREPARATION OF THE CHNA FOR BASTROP COUNTY, THE FOUNDATION PARTNERED WITH TEXAS HEALTH INSTITUTE (THI). BETWEEN AUGUST AND OCTOBER 2021, THI CONDUCTED KEY INFORMANT INTERVIEWS AND COMMUNITY FOCUS GROUPS IN BASTROP COUNTY. IN ADDITION, THI VIRTUALLY CONDUCTED ONE TARGETED PHOTOVOICE PROJECT AND ASSOCIATED DISCUSSION SESSION. THE GOAL OF THIS WORK WAS TO LEARN ABOUT LOCAL PRIORITY HEALTH NEEDS AND ASSETS AND HOW THEY THINK COMMUNITY HEALTH AND WELL-BEING CAN BE IMPROVED. FOCUS GROUP PARTICIPANTS SELF-IDENTIFIED AS PEOPLE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME, AND MEMBERS OF MINORITY POPULATIONS, OR LIVING WITH CHRONIC DISEASE NEEDS. ADULT FOCUS GROUP PARTICIPANTS WERE BETWEEN 18-65 YEARS OLD, WHILE PHOTOVOICE PARTICIPANTS WERE BETWEEN AGES 15-16 YEARS OLD. KEY INFORMANTS INCLUDED REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, AND THE LOCAL GOVERNMENT. THI ENGAGED KEY INFORMANTS BASED ON THEIR LEADERSHIP ROLES AND EXPERIENCE WORKING WITH MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY COMMUNITIES SERVED BY THE HOSPITAL SYSTEM. IN PREPARATION OF THE CHNA FOR HAYS COUNTY, THE FOUNDATION PARTNERED WITH TEXAS HEALTH INSTITUTE (THI). BETWEEN AUGUST AND OCTOBER 2021, THI CONDUCTED KEY INFORMANT INTERVIEWS AND COMMUNITY FOCUS GROUPS IN HAYS COUNTY. IN ADDITION, THI VIRTUALLY CONDUCTED ONE TARGETED PHOTOVOICE PROJECT AND ASSOCIATED DISCUSSION SESSION. THE GOAL OF THIS WORK WAS TO LEARN ABOUT LOCAL PRIORITY HEALTH NEEDS AND ASSETS AND HOW THEY THINK COMMUNITY HEALTH AND WELL-BEING CAN BE IMPROVED. FOCUS GROUP PARTICIPANTS SELF-IDENTIFIED AS PEOPLE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME, AND MEMBERS OF MINORITY POPULATIONS, OR LIVING WITH CHRONIC DISEASE NEEDS. ADULT FOCUS GROUP PARTICIPANTS WERE BETWEEN 18-65 YEARS OLD, WHILE PHOTOVOICE PARTICIPANTS WERE BETWEEN AGES 15-16 YEARS OLD. KEY INFORMANTS INCLUDED REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, AND THE LOCAL GOVERNMENT. THI ENGAGED KEY INFORMANTS BASED ON THEIR LEADERSHIP ROLES AND EXPERIENCE WORKING WITH MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY COMMUNITIES SERVED BY THE HOSPITAL SYSTEM. IN PREPARATION OF THE CHNA FOR CALDWELL COUNTY, THE FOUNDATION PARTNERED WITH TEXAS HEALTH INSTITUTE (THI). BETWEEN AUGUST AND OCTOBER 2021, THI CONDUCTED KEY INFORMANT INTERVIEWS AND COMMUNITY FOCUS GROUPS IN CALDWELL COUNTY. IN ADDITION, THI VIRTUALLY CONDUCTED ONE TARGETED PHOTOVOICE PROJECT AND ASSOCIATED DISCUSSION SESSION. THE GOAL OF THIS WORK WAS TO LEARN ABOUT LOCAL PRIORITY HEALTH NEEDS AND ASSETS AND HOW THEY THINK COMMUNITY HEALTH AND WELL-BEING CAN BE IMPROVED. FOCUS GROUP PARTICIPANTS SELF-IDENTIFIED AS PEOPLE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME, AND MEMBERS OF MINORITY POPULATIONS, OR LIVING WITH CHRONIC DISEASE NEEDS. ADULT FOCUS GROUP PARTICIPANTS WERE BETWEEN 18-65 YEARS OLD, WHILE PHOTOVOICE PARTICIPANTS WERE BETWEEN AGES 15-16 YEARS OLD. KEY INFORMANTS INCLUDED REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, AND THE LOCAL GOVERNMENT. THI ENGAGED KEY INFORMANTS BASED ON THEIR LEADERSHIP ROLES AND EXPERIENCE WORKING WITH MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY COMMUNITIES SERVED BY THE HOSPITAL SYSTEM. GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 6A: SEE RESPONSE TO LINE 5 ABOVE. GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 6B: SEE RESPONSE TO LINE 5 ABOVE. GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUT/ GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 11: THE FOUNDATION EMBRACED THE AFFORDABLE CARE ACT REQUIREMENTS TO CONDUCT COMMUNITY HEALTH NEEDS ASSESSMENTS IN THE GEOGRAPHIES OF ITS MEDICAL FACILITIES AND CREATE STRATEGIC IMPLEMENTATIONPLANS FOR EACH FACILITY. THE FOUNDATION AUGMENTED ITS AREA-BASED, COLLABORATIVE, COMPREHENSIVE COMMUNITY HEALTH PLANNING EFFORTS IN TRAVIS AND WILLIAMSON COUNTIES BY LEADING SIMILAR ASSESSMENTS FOR BASTROP AND HAYS COUNTIES AND CONSOLIDATING AN ASSESSMENT OF COMMUNITY HEALTH NEEDS ACROSS ALL COMMUNITIES IN THE MEDICAL FACILITIES' GEOGRAPHIES. THECOMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS WAS DATA-LED, EVIDENCE-BASED AND REFLECTIVE OF KEY COMMUNITY PARTNERSHIPS.SEVERAL OVERARCHING THEMES EMERGED FROM SYNTHESIZING THE QUANTITATIVE ANDQUALITATIVE DATA OF THE CHNAS CONDUCTED IN 2022. THESE NEEDS INFORMED THEPRIORITIES, GOALS, OBJECTIVES, AND STRATEGIES OF THE ST. DAVID'S MEDICALCENTER, ST. DAVID'S NORTH AUSTIN MEDICAL CENTER, ST. DAVID'S ROUND ROCKMEDICAL CENTER STRATEGIC IMPLEMENTATION PLANS.NEED AREAS:1. IMPROVED HEALTH AND WELL-BEING OF CHILDREN2. IMPROVED HEALTH AND WELL-BEING OF WOMEN3. IMPROVED HEALTH AND WELL-BEING OF OLDER ADULTS4. IMPROVED HEALTH AND WELL-BEING IN RURAL COMMUNITIES5. HEALTH CLINICS TO BECOME COMMUNITY HUBS FOR HEALTHTHESE MAJOR FINDINGS FROM THE CHNAS ALIGN WELL WITH THE FIVE ESTABLISHED PRIORITY AREAS DESCRIBED IN THE DETAILED STRATEGIC IMPLEMENTATION PLAN, WHICH CAN BE FOUND ATWWW.STDAVIDSFOUNDATION.ORG/COMMUNITY-NEEDS-ASSESSMENTS. ALL AREAS HIGHLIGHTED BY THE CHNAS ARE BEING ADDRESSED BY THE 2024 STRATEGIC IMPLEMENTATION PLANS. THIS PLANS ARE MEANT TO BE REVIEWED ANNUALLY AND ADJUSTED TO ACCOMMODATE REVISIONS THAT MERIT ATTENTION. GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUT/ GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUT/ GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT/ GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE:WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 6 -- ST DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 6 -- ST DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 6 -- ST DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 6 -- ST DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE:WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT GROUP A-FACILITY 6 -- ST DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 7 -- ST DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 5: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 7 -- ST DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 6A: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 7 -- ST DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 6B: SEE FACILITY 1 STATEMENT ABOVE. GROUP A-FACILITY 7 -- ST DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE:WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT GROUP A-FACILITY 7 -- ST DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 11: SEE FACILITY 1 STATEMENT ABOVE. 2 1 - BAILEY SQUARE SURGERY CENTER 1111 W 34TH ST 400 AUSTIN TX 78705 AMBULATORY SURGERY CENTER 2 - SOUTH AUSTIN SURGERY CENTER 4207 JAMES CASEY ST 203 AUSTIN TX 78745 AMBULATORY SURGERY CENTER PART I, LINE 3C: IN COMPLIANCE WITH IRC SECTION 501(R), THE HOSPITALS PROVIDE 100% FINANCIAL ASSISTANCE (CHARITY CARE) FOR ELIGIBLE PATIENTS WITH INCOME EQUAL TO OR LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES (FPG). FOR ELIGIBLE PATIENTS WITH INCOME OVER 200% FPG AND EQUAL TO 500% OR LESS THAN FPG, DISCOUNTS ARE PROVIDED ON A SLIDING SCALE. ELIGIBILITY IS DETERMINED USING VARIOUS SOURCES OF DOCUMENTATION AND INCOME VERIFICATION. THROUGHOUT 2024, THE ACCOUNTS FOR INDIVIDUALS WITHOUT ANY HEALTH INSURANCE WHO LIVE IN LOW INCOME ZIP CODES AND WHO FAILED TO RESPOND TO COLLECTION EFFORTS WERE REMOVED FROM ACCOUNTS RECEIVABLE AND TREATED AS CHARITY CARE. PART I, LINES 6A AND 6B:THE PARTNERSHIP FILES ANNUAL STATEMENTS OF COMMUNITY BENEFITS AS REQUIRED BY THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES. PART I, LINE 7: THE HOSPITALS UTILIZE THE COST TO CHARGE RATIO FROM THE AUDITED FINANCIAL STATEMENTS.PART I, LINE 7 COLUMN (F): BAD DEBTS ARE EXCLUDED FROM THE CALCULATION OF TOTAL EXPENSES.PART II, COMMUNITY BUILDING ACTIVITIES:ALL OF THE HOSPITALS ARE ACTIVE IN THE COMMUNITY PROMOTING HEALTH OF CENTRAL TEXANS. THE FOUNDATION PROVIDES SIGNIFICANT GRANTS EACH YEAR TO NUMEROUS AGENCIES AND LOCAL SAFETY NET CLINICS. THE FOUNDATION FOCUSES ITS FUNDING ON FIVE KEY AREAS THAT WILL IMPROVE THE HEALTH AND HEALTH CARE OF ALL CENTRAL TEXANS.PART III, LINE 2:HOSPITALS CONTROLLED BY THE FOUNDATION DETERMINE BAD DEBT AND CHARITY CARE IN ACCORDANCE WITH GAAP AND WITH IRC SECTION 501(R). WHETHER BAD DEBT IS DETERMINED IN ACCORDANCE WITH STATEMENT 15 REQUIREMENTS IS A MORE DIFFICULT ISSUE.STATEMENT 15 REQUIRES HOSPITALS TO RECOGNIZE REVENUE ONLY WHEN COLLECTIONS ARE REASONABLY ASSURED AND FOR AN AMOUNT THAT IS DETERMINABLE. MOST HOSPITALS, INCLUDING THOSE CONTROLLED BY THE FOUNDATION, USE MATHEMATICAL MODELS BASED ON PRIOR HISTORY TO DETERMINE THE PERCENTAGE OF PATIENT BILLINGS THAT IS LIKELY TO RESULT IN BAD DEBT.FOR THIS REASON, AND OUT OF AN ABUNDANCE OF CAUTION, THE FOUNDATION HAS ANSWERED "NO" TO WHETHER STATEMENT 15 IS FOLLOWED. DESPITE THE BEST EFFORTS OF HMFA TO ASSIST HOSPITALS IN DETERMINING THE DIFFERENCE BETWEEN PATIENTS WHO HAVE THE CAPACITY TO PAY FOR THEIR CARE BUT WON'T PAY AND PATIENTS WHO LACK THE CAPACITY TO PAY, THE DETERMINATION ALWAYS INVOLVES JUDGMENT. HOWEVER, THE HOSPITALS CONTROLLED BY THE FOUNDATION DETERMINE CHARITY CARE ON THE CORE PRINCIPLES SET FORTH IN STATEMENT 15, INCLUDING SPECIFIC CRITERIA FOR CHARITY CARE, A SPECIFIC TIME OF DETERMINATION, RECORD KEEPING, DISCLOSURE OF THE CHARITY CARE POLICY AND VALUATION OFCHARITY CARE AT COST. PART III, LINE 4: THE FOUNDATION'S PROPORTIONATE SHARE OF BAD DEBT EXPENSE FROM ITS OWNERSHIP INTEREST IN ST. DAVID'S HEALTHCARE PARTNERSHIP, LP, LLP (THE "PARTNERSHIP" ) IS REPORTED ON SCHEDULE H, PART III, LINE 2. FOLLOWING IS THE FOOTNOTE TO THE PARTNERSHIP'S AUDITED FINANCIAL STATEMENTS WHICH DESCRIBES BAD DEBT EXPENSE:THE PARTNERSHIP RECORDS A PROVISION FOR DOUBTFUL ACCOUNTS (BASED PRIMARILY ON HISTORICAL COLLECTION EXPERIENCE) RELATED TO THE UNINSURED ACCOUNTS AT THE ESTIMATED NET SELF-PAY REVENUES THE PARTNERSHIP EXPECTS TO COLLECT. ADVERSE CHANGES IN GENERAL ECONOMIC CONDITIONS, BUSINESS OFFICE OPERATIONS, PAYOR MIX, OR TRENDS IN FEDERAL OR STATE GOVERNMENTAL HEALTH COVERAGE COULD AFFECT THE PARTNERSHIP'S COLLECTION OF ACCOUNTS RECEIVABLE, CASH FLOWS, AND RESULTS OF OPERATIONS. PART III, LINE 8: THE AMOUNTS REPORTED ON PART III, LINES 5-7 HAVE BEEN DETERMINED BY AGGREGATING THE INFORMATION FROM THE INDIVIDUAL FACILITY COST REPORT(S) FOR EACH OF THE HOSPITALS OPERATED BY THE PARTNERSHIP. THE HOSPITALS OPERATED BY THE PARTNERSHIP MAY HAVE COST REPORT YEAR ENDS OTHER THAN DECEMBER 31, 2024. ACCORDINGLY, FOR A FACILITY WITH A NON-CALENDAR COST REPORT YEAR END, THE COST REPORT THAT WAS FILED FOR THE COST REPORT YEAR END THAT ENDED DURING 2024 WAS UTILIZED. IT IS IMPORTANT TO NOTE THAT AMOUNTS INCLUDED IN LINES 5-7 DO NOT INCLUDE MEDICARE REVENUE AND RELATED COST FOR FREESTANDING AMBULATORY SURGERY SERVICES AND FOR PHYSICIAN SERVICES. PART III, LINE 9B: THE PARTNERSHIP WILL WORK WITH ALL UNINSURED PATIENTS TO DETERMINE ELIGIBILITY FOR MEDICAID OR CHARITY ASSISTANCE, AS OUTLINED IN THE "UNINSURED PATIENT INFORMATION DOCUMENT" EXHIBIT 1 ATTACHED WITH THE FINANCIAL ASSISTANCE POLICY (FAP). SHARED SERVICE CENTER (SSC) MANAGEMENTWILL MAKE THE DETERMINATION OF ELIGIBILITY, MAY MAKE FURTHER INQUIRY INTO AVAILABLE INFORMATION SUCH AS ASSETS, ETC. TO DETERMINE A PATIENT'S ABILITY TO PAY OR MAKE FURTHER INQUIRY REGARDING QUALIFYING THE PATIENT FOR GOVERNMENTAL OR OTHER FUNDING.FOR PATIENTS WHOSE YEARLY INCOME IS LESS THAN OR EQUAL TO 200% OF THE POVERTY GUIDELINES UPDATED ANNUALLY IN THE FEDERAL REGISTER THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ("FEDERAL POVERTY GUIDELINES"), THE PATIENT WILL BE GRANTED CLASSIFICATION AS FINANCIALLY INDIGENT, AND THE ACCOUNT WILL BE WRITTEN OFF TO CHARITY. LETTERS ARE THEN SENT TO THE PATIENT NOTIFYING THAT THE ACCOUNT HAS QUALIFIED FOR THE CHARITY DISCOUNT AND IS CONSIDERED CLOSED. IN ADDITION, A SLIDING SCALE DISCOUNT IS APPLIED TO ACCOUNTS FOR PATIENTS WHOSE INCOME IS BETWEEN 200% AND 500% OF THE FEDERAL POVERTY GUIDELINES, AND WHOSE REMAINING ACCOUNT BALANCE, AFTER ANYTHIRD-PARTY PAYMENTS, EXCEEDS 10% OF THEIR INCOME ("MEDICALLY INDIGENT").CATASTROPHIC MEDICAL INDIGENCE: PATIENTS WITH ABNORMALLY LARGE ACCOUNTS MAY QUALIFY AS CATASTROPHIC ELIGIBLE WHEN THEIR REMAINING BALANCE EXCEEDS A SPECIFIED PERCENTAGE OF THEIR INCOME. IN SUCH CASES, THE PARTNERSHIP WILL DETERMINE THE AMOUNT OF FINANCIAL ASSISTANCE BY CALCULATING THE AMOUNT NECESSARY TO REDUCE THE REMAINING BALANCE TO A REASONABLEPERCENTAGE OF THE PATIENT'S INCOME WHICH RANGES FROM 10-40%. THE PATIENT MAY OBTAIN MORE INFORMATION REGARDING THIS CALCULATION BY SUBMITTING A REQUEST TO THE PATIENT ACCOUNT SERVICES AT: PO BOX 292369, NASHVILLE, TN 37229-2369.IF A PATIENT DOES NOT QUALIFY FOR A CHARITY DISCOUNT, AN UNINSURED DISCOUNT IS APPLIED TO TOTAL CHARGES.IN THE EVENT THAT THERE IS A PATIENT BALANCE DUE AFTER APPLICATION OF THE FAP AND/OR OTHER POLICY DISCOUNTS, THEN THIS BALANCE IS PURSUED UNDER OUR NORMAL COLLECTION PROCESS. OUR NORMAL PATIENT COLLECTION PROCESS IS GOVERNED BY A VARIETY OF BALANCE RESOLUTION PROCESSES/POLICIES THAT ARE CONSISTENTLY APPLED TO ALL PATIENTS. THESE ACTIVITIES INCLUDE REGULAR STATEMENTS, LETTERS, PHONE CALLS TO DISCUSS BALANCES DUE, OFFERING REASONABLE PAYMENT PLANS AND THE AVAILABILITY OF SETTLEMENT DISCOUNTS ON AGED UNPAID BALANCES. PART VI, LINE 2: THE PARTNERSHIP STRATEGIC PLANNING PROCESS CONTINUALLY ASSESSES AND ADDRESSES THE NEEDS OF THE COMMUNITY. THE ISSUES HIGHLIGHTED IN THE WILLIAMSON COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) INSPIRED THE ORGANIZATION TO FOCUS GREATER ATTENTION ON LOW-INCOME RESIDENTS IN GEORGETOWN, TX IN AN EFFORT TO BETTER UNDERSTAND THE BARRIERS TO ACCESSING HEALTH AND HUMAN SERVICES, THE EXPERIENCE OF RESIDENTS WHEN ACCESSING SUCH SERVICES, AND THE IMPACT THESE SERVICES HAD ON RESIDENTS' QUALITY OF LIFE. THE 2023 WILLIAMSON COUNTY CHNA NAMED 4 COUNTY-WIDE HEALTH PRIORITIES. ALL AFFIRM AND ALIGN WITH THE ORGANIZATION'S HEALTH PRIORITY FOCUS AREAS:1. SOCIAL AND STRUCTURAL DETERMINANTS OF HEALTH2. MENTAL HEALTH AND WELL BEING3. CHRONIC DISEASE AND CHRONIC DISEASE RISK FACTORS4. ACCESS TO HEALTHCARETHE ORGANIZATION IS GUIDED BY ALL OF THESE PRIORITIES, WITH EMPHASIS ON PRIORITIES #1 AND #2: SOCIAL/STRUCTURAL DETERMINANTS OF HEALTH AND MENTAL HEALTH/WELL BEING. THE ORGANIZATION PRIORITIZES AND SUPPORTS BASIC NEEDS AND SOCIAL DETERMINANTS OF HEALTH THAT CONNECT DIRECTLY TO SUCH NEEDS, INCLUDING:1. FOOD2. SHELTER/HOUSING3. PERSONAL SECURITY4. MENTAL HEALTHCARE5. HEALTHCARE6. TRANSPORTATION7. CHILDCARE & OUT-OF-SCHOOL PROGRAMS8. SUPPORT FOR HOMEBOUND ADULTS9. EMERGENCY FINANCIAL ASSISTANCE10. JOB TRAININGTHE ORGANIZATION EMPLOYS THE CHNA FOR KNOWLEDGE OF COUNTY-WIDE AND REGIONAL HEALTH CARE AND NON-MEDICAL DRIVERS OF HEALTH. IT ALSO CONTINUES TO USE ITS OWN RESEARCH, CONDUCTED IN 2015 AND 2019 IN PARTNERSHIP WITH THE UNIVERSITY OF TEXAS-AUSTIN'S INSTITUTE OF URBAN POLICY RESEARCH & ANALYSIS, TO INFORM ITS STRATEGIC EFFORTS TO BOLSTER THE HEALTH OF THE GEORGETOWN COMMUNITY. PART VI, LINE 3: EACH HOSPITAL POSTS A SUMMARY OF ITS CHARITY CARE POLICY IN ADMISSION AREAS, EMERGENCY ROOMS, AND OTHER AREAS WHERE ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT. THE HOSPITALS' CONDITION OF ADMISSION CONSENT INFORMS THE PATIENTS THAT THEY MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE OR CHARITY CARE AND THEY MAY REQUEST INFORMATION ABOUT THESE PROGRAMS. A SUMMARY OF THE FINANCIAL ASSISTANCE PROGRAM IS PROVIDED TO THE PATIENT DURING THEINTAKE AND DISCHARGE PROCESSES. PATIENTS ARE INFORMED OF AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID, AND RECEIVE ASSISTANCE WITH THE QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE. PART VI, LINE 4: THE HOSPITALS ARE LOCATED IN TRAVIS AND WILLIAMSON COUNTIES. THE PATIENTS ARE PREDOMINATELY FROM TRAVIS, WILLIAMSON AND HAYS COUNTIES. THE FOUNDATION'S GRANT PROGRAM RECIPIENTS CLOSELY ALIGN WITH PATIENT DEMOGRAPHICS SERVED AT THE HOSPITALS. PART VI, LINE 5: THE HOSPITALS OPERATE AS EXEMPT HOSPITALS; THEY HAVE OPEN EMERGENCY ROOMS AND MEDICAL STAFF. THE FOUNDATION INVESTS ITS SHARE OF EARNINGS FROM THE HOSPITALS INTO PROGRAMS IN CENTRAL TEXAS THAT INCREASE ACCESS TO HEALTHCARE. PART VI, LINE 6: THE REPORTING ORGANIZATION IS A PARTNER IN ST DAVID'S HEALTHCARE, A HOSPITAL SYSTEM THAT MEETS THE COMMUNITY BENEFIT STANDARD AND THE REQUIREMENTS OF THE AFFORDABLE CARE ACT IN DELIVERING HOSPITAL CARE TO CENTRAL TEXAS. IN ADDITION, THE REPORTING ORGANIZATION HAS ASSESSED THE UNMET HEALTHCARE NEEDS OF GEORGETOWN, TEXAS AND THE SURROUNDING COMMUNITIES AND USES ITS FUNDS TO AWARD GRANTS TO SAFETY NET PROVIDERS AS WELL AS COLLABORATE WITH SEVERAL TAX EXEMPT ORGANIZATIONS TO INCREASE ACCESS TO CARE FOR THE INDIGENT. PART VI, LINE 7, REPORTS FILED WITH STATES TX 1 LONE STAR CIRCLE OF CARE 2423 WILLIAMS DRIVE STE 107 GEORGETOWN TX 78628 743001674 501(C)(3) 599000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION TEXAS BAPTIST CHILDREN'S HOME 1101 NORTH MAYS ROUND ROCK TX 78664 743021647 501(C)(3) 225000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION STARRY 1300 N MAYS STREET ROUND ROCK TX 78664 043589689 501(C)(3) 208500 15701 RENT SUBSIDY BASED ON FMV OF LEASE PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION UNITED WAY FOR GREATER AUSTIN 5930 MIDDLE FISKVILLE RD AUSTIN TX 78752 741193439 501(C)(3) 125000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION GEORGETOWN CARING PLACE PO BOX 1215 GEORGETOWN TX 78627 742386902 501(C)(3) 90000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION THE GEORGETOWN PROJECT PO BOX 957 GEORGETOWN TX 78627 742807713 501(C)(3) 90000 16423 RENT SUBSIDY BASED ON FMV OF LEASE PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION GEORGETOWN BACKPACK BUDDIES PO BOX 2104 GEORGETOWN TX 78627 471439664 501(C)(3) 75000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION WILLIAMSON COUNTY CHILDREN'S ADVOCACY CENTER 211 COMMERCE BLVD SUITE 101 ROUND ROCK TX 78664 742834639 501(C)(3) 60000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION HABITAT FOR HUMANITY OF WILLIAMSON COUNTY TEXAS 2108 N AUSTIN AVE GEORGETOWN TX 78626 742907371 501(C)(3) 55000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION WILLIAMSON COUNTY CRISIS CENTER DBA HOPE ALLIANCE 1011 GATTIS SCHOOL ROAD SUITE 106 ROUND ROCK TX 78664 742277114 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION ANY BABY CAN 6207 SHERIDAN AVENUE AUSTIN TX 78723 742684335 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION FAITH IN ACTION 2425 WILLIAMS DRIVE STE 104 GEORGETOWN TX 78628 203414707 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER WILLIAMSON COUNTY 1812 NORTH MAYS STREET ROUND ROCK TX 78664 742206558 501(C)(3) 152000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION OPPORTUNITIES FOR WILLIAMSON-BURNET COUNTIES 604 HIGH TECH DRIVE GEORGETOWN TX 78626 746075213 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION ROCK PO BOX 2422 GEORGETOWN TX 78627 742917659 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION SAMARITAN CENTER FOR COUNSELING & PASTORAL CARE 8956 RESEARCH BLVD BLDG 2 AUSTIN TX 78758 741832864 501(C)(3) 50000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION CATHOLIC CHARITIES OF CENTRAL TEXAS 1624 RUTHERFORD LANE AUSTIN TX 78754 742928450 501(C)(3) 40000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION GTX CONNECT 1200 W 17TH STREET ATTN GTX CONNECT GEORGETOWN TX 78626 820860142 501(C)(3) 33000 6240 RENT SUBSIDY BASED ON FMV OF LEASE PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION A GIFT OF TIME PO BOX 427 GEORGETOWN TX 78627 813155739 501(C)(3) 25000 252 RENT SUBSIDY BASED ON FMV OF LEASE PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION BROOKWOOD IN GEORGETOWN 905 N CHURCH STREET GEORGETOWN TX 78626 472152393 501(C)(3) 18000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION THE CHRISTI CENTER 2306 HANCOCK DR AUSTIN TX 78756 742463672 501(C)(3) 15100 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION CENTRAL TEXAS COMMUNITY FOUNDATION 302 N LAMPASAS ST ROUND ROCK TX 78664 432043188 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION BREAST CANCER RESOURCE CENTER 9400 ALICE MAE LANE STE 245 AUSTIN TX 78748 742743333 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION GOODWILL INDUSTRIES OF CENTRAL TX 1015 NORWOOD PARK BLVD AUSTIN TX 78753 741322808 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION SIMPLE SPARROW 1601 COUNTY RD 107 HUTTO TX 78634 823616746 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION LADDERS FOR LEADERS PO BOX 1204 ROUND ROCK TX 78680 270547111 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION GEORGETOWN CULTURAL CITIZEN MEMORIAL ASSOCIATION PO BOX 2021 GEORGETOWN TX 78627 742939869 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION CHRIST TOGETHER GREATER AUSTIN DBA EDUCATION CONNECTION PO BOX 340052 AUSTIN TX 78734 465749360 501(C)(3) 15000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION AUSTIN GROUPS FOR THE ELDERLYDBA AGE OF CENTRAL TEXAS 3710 CEDAR BOX 2 AUSTIN TX 78705 742431028 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION ASSISTANCE LEAGUE OF GEORGETOWN AREA 900 N AUSTIN AVE STE 115 GEORGETOWN TX 78626 742877046 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION WONDERS & WORRIES INC 9101 BURNET RD STE 205 AUSTIN TX 78758 743012982 501(C)(3) 7500 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION MOMMIE SUPPORT NETWORK PO BOX 1064 GEORGETOWN TX 78627 882020081 501(C)(3) 6450 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION IMPACT COUNSELING 2100 SCENIC DRIVE STE 140 GEORGETOWN TX 78626 863673863 501(C)(3) 11000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION ROTARY INTERNATIONAL GEORGETOWN TX PO BOX 921 GEORGETOWN TX 78627 746062434 501(C)(3) 10000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION ST DAVID'S FOUNDATION 1025 EAST 32ND STREET AUSTIN TX 78705 742898888 501(C)(3) 44000 0 PROVIDE ASSISTANCE TO ACHIEVE ORGANIZATION MISSION 35 0 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING ANY GRANTEES RECEIVING IN EXCESS OF $10,000 TO PROVIDE INTERIM AND FINAL REPORTS WITHIN THEIR GRANT PERIOD. GRANT PERIODS ARE TYPICALLY 1 YEAR IN DURATION. THE REPORTS MUST IDENTIFY PROGRAM GOALS AND OUTCOME MEASUREMENTS. GRANT APPLICANTS SEEKING FUNDS IN EXCESS OF $10,000 ARE REQUIRED TO SUBMIT CURRENT FINANCIAL STATEMENTS AS PART OF THEIR INTERIM AND FINAL REPORTS. X X X X X X 0 0 0 0 0 0 0 0 0 M SCOTT ALARCN CEO 360940 0 72452 0 4014 0 19327 0 26470 0 483203 0 0 0 KARIN SLADEK CFO 173441 0 38000 0 271 0 11429 0 13134 0 236275 0 0 0 MARY S PUKYS VP - STRATEGIC PHILANTHROPY 161353 0 30000 0 1294 0 11507 0 9244 0 213398 0 0 0 ANDY DAVIS VP - EDUCATION & CAPACITY BUILDING 148181 0 40000 0 362 0 9655 0 310 0 198508 0 0 0 FORM 990, PART I, LINE 5, NUMBER OF EMPLOYEES - USE OF PEO: THE ORGANIZATION'S EMPLOYEES ARE CONTRACTED THROUGH A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO). THE ORGANIZATION HAS 12 EMPLOYEES, INCLUDING OFFICERS LISTED IN PART VII, SECTION A AND SCHEDULE J, FOR WHICH THE PEO HANDLES THE PAYROLL DUTIES, INCLUDING THE REQUIRED FEDERAL AND STATE REPORTING AND WITHHOLDING OBLIGATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TAX RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. AN INITIAL DRAFT OF THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND MANAGEMENT PRIOR TO FINALIZATION. AFTER ANY CHANGES RESULTING FROM THE REVIEW HAVE BEEN MADE, THE FINAL VERSION OF THE FORM 990 IS FILED AND A COPY OF THE FILED FORM IS DISTRIBUTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF DIRECTORS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. EACH INDIVIDUAL IS REQUIRED TO COMPLETE AND SIGN A DOCUMENT PROVIDED BY THE ORGANIZATION DISCLOSING ANY INTEREST THEY MAY HAVE WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE ORGANIZATION COMPILES A LIST OF ALL DISCLOSURES AND REPORTS IT TO ALL MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF GHS FOLLOWS AN EXECUTIVE COMPENSATION PLAN DEVELOPED AND RATIFIED BY THE GHS BOARD WHEN DETERMINING ANNUAL COMPENSATION OF THE GHS CHIEF EXECUTIVE. THIS PHILOSOPHY IS UTILIZED TO DETERMINE THE ANNUAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO) AND THE CHIEF FINANCIAL OFFICER (CFO). AS PART OF THIS PROCESS, THE GHS BOARD CONTRACTED WITH OVERTON CONSULTING, INC. IN 2023 TO ASSIST IN THE DEVELOPMENT OF FAIR MARKET VALUE EXECUTIVE COMPENSATION. OVERTON CONSULTING IS A COMPANY THAT SPECIALIZES IN EXECUTIVE COMPENSATION ISSUES IN THE NON-PROFIT AREA. OVERTON CONSULTING CREATED AN EXECUTIVE COMPENSATION GUIDELINE FOR THE GHS CEO AND CFO USING COMPARATIVE DATA FROM ERI (ECONOMIC RESEARCH INSTITUTE), WHICH IS A SURVEY THAT CONTAINS NUMEROUS COMPENSATION SURVEYS AND GEOGRAPHIC SURVEY DATA. THE FOLLOWING LABOR MARKET SEGMENTS WERE USED FOR THE EXECUTIVE POSITIONS OF CEO AND CFO, SINCE THESE POSITIONS PERFORM RESPONSIBILITIES IN ALL THREE AREAS: SIMILAR PHILANTHROPIC AND GRANTMAKING ORGANIZATIONS; HEALTH TREATMENT FACILITIES AND HOSPITALS; REAL ESTATE DEVELOPMENT AND MANAGEMENT COMPANIES. MARKET SALARY AVERAGES (GEOGRAPHICALLY FACTORED) FOR BOTH THE GHS CEO AND CFO WERE ESTABLISHED USING THIS DATA. THE GHS COMPENSATION COMMITTEE'S RECOMMENDATIONS FOR THE GHS CEO WAS RATIFIED BY THE FULL BOARD OF GEORGETOWN HEALTHCARE SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 THE REPORTING ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, COLUMN (C) MANAGEMENT AND GENERAL EXPENSES: THE ORGANIZATION INCURS ALL OF THE MANAGEMENT AND GENERAL EXPENSES FOR ITS RELATED ORGANIZATIONS LISTED ON SCHEDULE R, PART II OF THIS FORM. AS A RESULT, ITS MANAGEMENT AND GENERAL EXPENSES, AS A PERCENTAGE OF TOTAL EXPENSES, ARE HIGHER THAN WOULD OTHERWISE BE THE CASE. THE REPORTING ORGANIZATIONS'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM AS PART OF CONSOLIDATED FINANCIAL STATEMENTS. THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDED GEORGETOWN HEALTHCARE SYSTEM AND GEORGETOWN HEALTHCARE COMMUNITY SERVICES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT PROCESS AND ITS PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE TAX YEAR. GEORGETOWN HEALTHCARE COMMUNITY SERVICES 2425 WILLIAMS DRIVE GEORGETOWN TX 78628 742865171 TO ASSIST GEORGETOWN HEALTHCARE SYSTEM. TX 501(C)(3) LINE 12A, I GEORGETOWN HEALTHCARE SYSTEM 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 1 ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP 98 SAN JACINTO BLVD STE 1800 AUSTIN TX 78701 742781812 OPERATES HOSPITALS IN CENTRAL TEXAS. TX RELATED 0 4098546 12872110 0 0 0.01000