Community Benefit Insight - Tax-exempt hospital

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Mercy Hospital Ardmore

Mercy Hospital Ardmore

1011 14th Ave Nw
Ardmore, OK 73401

Bed count	190	Medicare provider number	370047	Member of the Council of Teaching Hospitals	NO	Children's hospital	NO

EIN: 731500629

Display data for year:

Community Benefit Spending- 2021
(as % of functional expenses, which all tax-exempt organizations report on Form 990 Schedule H)

3.88%

Spending by Community Benefit Category- 2021
(as % of total functional expenses)

* = CBI denoted preventative categories

Community Benefit Spending Compared to Functional Expenses, 2010-2021

Additional data

Community Benefit Expenditures: 2021

All tax-exempt organizations file a Form 990 with the IRS for every tax year. If the tax-exempt organization operates one or more hospital facilities during the tax year, the organization must attach a Schedule H to Form 990. On Part I of Schedule H, the organization records the expenditures it made during the tax year for various types of community benefits; 9 types are shown on this web tool. By default, this web tool presents community benefit expenditures as a percentage of the organization’s functional expenses, which it reports on Form 990, Part IX, Line 25, Column A. (The more commonly heard term, ‘total operating expenses’, which organizations report to CMS, is generally about 90% of the ‘functional expenses’). The user may change the default to see the dollar expenditures.
Amount spent in the following IRS community benefit categories:

Financial Assistance at cost as % of operating expenses	$ 4,308,540 2.49 %
Medicaid as % of operating expenses	$ 2,256,124 1.30 %
Costs of other means-tested government programs as % of operating expenses	$ 0 0 %
Health professions education as % of operating expenses	$ 97,992 0.06 %
Subsidized health services as % of operating expenses	$ 0 0 %
Research as % of operating expenses	$ 0 0 %
Community health improvement services and community benefit operations* as % of operating expenses Note: these two community benefit categories are reported together on the Schedule H, part I, line 7e.	$ 49,457 0.03 %
Cash and in-kind contributions for community benefit* as % of operating expenses	$ 10,917 0.01 %
Community building* as % of operating expenses	$ 48,214 0.03 %

* = CBI denoted preventative categories

Community building activities details:

Did tax-exempt hospital report community building activities?	YES
Number of activities or programs (optional)	8
Physical improvements and housing	0
Economic development	0
Community support	6
Environmental improvements	0
Leadership development and training for community members	0
Coalition building	1
Community health improvement advocacy	0
Workforce development	0
Other	1
Persons served (optional)	1,873
Physical improvements and housing	0
Economic development	0
Community support	1,873
Environmental improvements	0
Leadership development and training for community members	0
Coalition building	0
Community health improvement advocacy	0
Workforce development	0
Other	0
Community building expense as % of operating expenses	$ 48,214 0.03 %
Physical improvements and housing as % of community building expenses	$ 0 0 %
Economic development as % of community building expenses	$ 0 0 %
Community support as % of community building expenses	$ 23,198 48.11 %
Environmental improvements as % of community building expenses	$ 0 0 %
Leadership development and training for community members as % of community building expenses	$ 0 0 %
Coalition building as % of community building expenses	$ 1,016 2.11 %
Community health improvement advocacy as % of community building expenses	$ 0 0 %
Workforce development as % of community building expenses	$ 0 0 %
Other as % of community building expenses	$ 24,000 49.78 %
Direct offsetting revenue	$ 0
Physical improvements and housing	$ 0
Economic development	$ 0
Community support	$ 0
Environmental improvements	$ 0
Leadership development and training for community members	$ 0
Coalition building	$ 0
Community health improvement advocacy	$ 0
Workforce development	$ 0
Other	$ 0

Other Useful Tax-exempt Hospital Information: 2021

In addition to community benefit and community building expenditures, the Schedule H worksheet includes sections on what percentage of bad debt can be attributable to patients eligible for financial assistance, and questions on the tax-exempt hospital's debt collection policy. When searching a specific tax-exempt hospital in this web tool, Section II provides information about bad debt and the financial assistance policy, and whether the state in which the tax-exempt hospital resides has expanded Medicaid coverage under the federal ACA.

Of the tax-exempt hospital’s overall operating expenses, amount reported as bad debt as % of operating expenses	$ 3,917,365 2.26 %
Is the tax-exempt hospital considered a "sole community hospital" under the Medicare program?	NO

Information about the tax-exempt hospital's Financial Assistance Policy and Debt Collection Policy
The Financial Assistance Policy section of Schedule H has changed over the years. The questions listed below reflect the questions on the 2009-2011 Schedule H forms and the answers tax-exempt hospitals provided for those years. The Financial Assistance Policy requirements were changed under the ACA. In the future, as the Community Benefit Insight web site is populated with 2021 data and subsequent years, the web tool will also be updated to reflect the new wording and requirements. In the meantime, if you have any questions about this section, we encourage you to contact your tax-exempt hospital directly.

Does the organization have a written financial assistance (charity care) policy?	YES
Did the tax-exempt hospital rely upon Federal Poverty Guidelines (FPG) to determine when to provide free or discounted care for patients?	YES
Amount of the tax-exempt hospital’s bad debt (at cost) attributed to patients eligible under the organization’s financial assistance (charity care) policy as % of operating expenses	$ 0 0 %

Did the tax-exempt hospital, or an authorized third party, take any of the following collection activities before determining whether the patient was eligible for financial assistance:
Under the ACA, states have the choice to expand Medicaid eligibility for their residents up to 138% of the federal poverty guidelines. The Medicaid expansion provision of the ACA did not go into effect until January 2014, so data in this web tool will not reflect each state's current Medicaid eligibility threshold. For up to date information, please visit the Terms and Glossary under the Resources tab.
The federal poverty guidelines (FPG) are set by the government and used to determine eligibility for many federal financial assistance programs. Tax-exempt hospitals often use FPG guidelines in their Financial Assistance policies to determine which patients will qualify for free or discounted care.
In addition to the federal requirements, some states have laws stipulating community benefit requirements as a result of tax-exemption. The laws vary from state to state and may require the tax-exempt hospitals to submit community benefit reports. Data on this web tool captures whether or not a state had a mandatory community benefit reporting law as of 2011. For more information, please see Community Benefit State Law Profiles Comparison at The Hilltop Institute.

Community Health Needs Assessment Activities: 2021

The ACA requires all 501(c)(3) tax-exempt hospitals to conduct a Community Health Needs Assessment (CHNA) every three years, starting with the hospital's tax year beginning after March 23, 2012. The 2011 Schedule H included an optional section of questions on the CHNA process. This web tool includes responses for those hospitals voluntary reporting this information. The web tool will be updated to reflect changes in these questions on the 2012 and subsequent Schedule H forms.

Did the tax-exempt hospital report that they had conducted a CHNA?	YES
Did the CHNA define the community served by the tax-exempt hospital?	YES
Did the CHNA consider input from individuals that represent the broad interests of the community served by the tax-exempt hospital?	YES
Did the tax-exempt hospital make the CHNA widely available (i.e. post online)?	YES
Did the tax-exempt hospital adopt an implementation strategy to address the community needs identified by the CHNA?	YES

Supplemental Information: 2021

This section presents qualitative information submitted by the hospital, verbatim from the 990H record.

Statement of Program Service Accomplishments
Description of the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4A (Expenses $ 28331940 including grants of $ 0) (Revenue $ 35431691)
MERCY HOSPITAL ARDMORE PROVIDES QUALITY MEDICAL HEALTH CARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY BY OFFERING ESSENTIAL HEALTH SERVICES TO ITS COMMUNITY. IN ACTIVE PURSUIT OF THIS MISSION, MERCY HOSPITAL ARDMORE PROVIDES A WIDE VARIETY OF SERVICES IN THEIR 190 BED FACILITY AND IN FY22, HAD 88,784 TOTAL CASES. AT MERCY HOSPITAL ARDMORE, CANCER CARE IS ABOUT MORE THAN PROVIDING CLINICAL TREATMENTS. MERCY HOSPITAL ARDMORE ALSO OFFERS SUPPORT SERVICES TO HELP YOU MAINTAIN YOUR PHYSICAL, MENTAL AND EMOTIONAL HEALTH. MERCY'S CANCER SPECIALISTS CARE FOR ALMOST EVERY TYPE OF CANCER AND PARTICIPATE IN CLINICAL RESEARCH TO BRING YOU THE MOST ADVANCED CANCER TREATMENT AVAILABLE. IN FY22, MERCY HOSPITAL ARDMORE HAD 4,755 CASES AND 333 PATIENT DAYS FOR THIS SERVICE LINE.

4B (Expenses $ 26834463 including grants of $ 0) (Revenue $ 33558959)
MERCY HOSPITAL ARDMORE'S RADIOLOGISTS USE THE LATEST TECHNOLOGIES TO PRODUCE PRECISE IMAGES AND EXACTING TEST RESULTS. MERCY OFFERS A FULL RANGE OF DIAGNOSTIC IMAGING SERVICES FOR ADULTS AND CHILDREN. MERCY RADIOLOGISTS GIVE MORE INSIGHT INTO YOUR CONDITION, SO YOU RECEIVE AN ACCURATE DIAGNOSIS AND THE MOST EFFECTIVE TREATMENT. IN FY22, MERCY HOSPITAL ARDMORE HAD 15,278 CASES FOR THIS SERVICE LINE.

4C (Expenses $ 25650401 including grants of $ 0) (Revenue $ 32078180)
MERCY HOSPITAL ARDMORE HAS A GASTROENTEROLOGY TEAM EXPERIENCED IN DIAGNOSING AND TREATING ALL TYPES OF ILLNESSES AFFECTING THE GASTROINTESTINAL TRACT. MERCY'S TEAM CAN ALLEVIATE YOUR SYMPTOMS AND REDUCE OR ELIMINATE DISCOMFORT NO MATTER WHERE IT MAY APPEAR IN YOUR DIGESTIVE SYSTEM, FROM YOUR ESOPHAGUS AND STOMACH TO YOUR SMALL AND LARGE INTESTINES, AS WELL AS THE LIVER, GALLBLADDER AND PANCREAS. IN FY22, MERCY HOSPITAL ARDMORE HAD 3,924 CASES AND 2,228 PATIENT DAYS FOR THIS SERVICE LINE.

4D (Expenses $ 59381585 including grants of $ 355831) (Revenue $ 74262120)
IN ADDITION TO THE PROGRAM SERVICES DESCRIBED ABOVE, MERCY HOSPITAL ARDMORE ALSO SERVES PATIENTS IN ADDITIONAL SERVICE LINES, INCLUDING BUT NOT LIMITED TO THE FOLLOWING AREAS: CARDIOVASULAR; EMERGENCY ROOM; LAB; ORTHOPEDICS; PEDIATRICS.

Facility Information

Schedule H (Form 990) Section C. Supplemental Information for Part V, Section B.

MERCY HOSPITAL ARDMORE
PART V, SECTION B, LINE 3J: THE HOSPITAL FACILITY DID INCLUDE A PRIORITIZED LIST OF THE COMMUNITY'S SIGNIFICANT HEALTH NEEDS IN ITS MOST RECENT CHNA REPORT.THE CHNA HAS ALL THE SECTIONS REFERENCED ABOVE AND INCLUDES AN EXECUTIVE SUMMARY, POTENTIALLY AVAILABLE RESOURCES, EVALUATION OF IMPACT, REFERENCES, AND APPENDICES.

MERCY HOSPITAL ARDMORE
PART V, SECTION B, LINE 5: WHEN CONDUCTING ITS MOST RECENT CHNA MERCY HOSPITAL, ARDMORE WORKED CLOSELY WITH THE FOLLOWING:- CARTER COUNTY HEALTH DEPARTMENT, CHRIS MUNN, REGIONAL DIRECTOR- GOOD SHEPHERD COMMUNITY CLINIC, TERESA MYERS, EXECUTIVE DIRECTOR- FOOD AND RESOURCE CENTER OF SOUTHERN OKLAHOMA, JAMES ROSSON, DIRECTOR - ARDMORE BEHAVIORAL HEALTH COLLABORATION, ELLEN ROBERTS, DIRECTORADDITIONALLY, STAFF OF THE COMMUNITY OUTREACH DEPARTMENT IS FOCUSED ON IDENTIFYING UNMET NEEDS AND GAPS IN SERVICES, MAKING CONNECTIONS AND REFERRALS, DEVELOPING PARTNERSHIPS, IMPROVING COMMUNITY HEALTH, AND ADVOCATING FOR THE MOST VULNERABLE.

MERCY HOSPITAL ARDMORE
PART V, SECTION B, LINE 11: IN CONJUNCTION WITH THE CHNA, MERCY HOSPITAL ARDMORE'S BOARD ADOPTED AN IMPLEMENTATION STRATEGY IN FY23 RELATED TO THE 2021 CHNA. MERCY HOSPITAL ARDMORE WILL ADDRESS THE FOLLOWING COMMUNITY HEALTH NEEDS BEGINNING IN FY23:- BEHAVIORAL HEALTH- ACCESS TO CARE - FOOD INSECURITY

MERCY HOSPITAL ARDMORE
PART V, SECTION B, LINE 20E: OTHER AREAS FROM A NOTICE PERSPECTIVE: FAP IS POSTED IN ALL REGISTRATION AREAS, FULL POLICY AND PLAIN LANGUAGE DOCUMENT POSTED ON WEBSITE, PLAIN LANGUAGE DOCUMENT IS AVAILABLE WHEN REQUESTED, THERE IS A NOTICE ON STATEMENT, AND ALL PATIENTS GET THREE STATEMENTS BEFORE THEY CAN GO TO A COLLECTION AGENCY.

FORM 990, SCHEDULE H, PART V, SECTION B, LINE 7A
HTTPS://WWW.MERCY.NET/CONTENT/DAM/MERCY/EN/PDF/CHNA/ARDMORE-CHNA-2022.PDF

FORM 990, SCHEDULE H, PART V, SECTION B, LINE 10A
HTTPS://WWW.MERCY.NET/CONTENT/DAM/MERCY/EN/PDF/CHIP/MERCY-ARDMORE-CHIP-2023

FORM 990, SCHEDULE H, PART V, SECTION B, LINE 22
ELIGIBILITY GUIDELINES FOR CHARITY CARE DISCOUNTS THE FEDERAL POVERTY GUIDELINES FOR INCOME ARE THE BASIS FOR DETERMINING ELIGIBILITY FOR CHARITY CARE DISCOUNTS. FOR EXAMPLE, INDIVIDUALS WITH INCOMES 200% OR BELOW, THE FEDERAL POVERTY GUIDELINES WILL BE ELIGIBLE FOR FREE CARE. INDIVIDUALS WITH INCOMES GREATER THAN 200% OF THE FEDERAL POVERTY GUIDELINES FOR MOST COMMUNITIES, MAY BE ELIGIBLE FOR CARE AT DISCOUNTED RATES DEPENDING ON THEIR INCOME LEVEL AND/OR THE AMOUNT DUE TO THE HOSPITAL. TO DETERMINE THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE, THE HOSPITAL FACILITY USES AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE. THE HOSPITAL USES A LOOK BACK METHOD THAT CONSIDERS DISCOUNTS ALLOWED TO MEDICARE AND ALL PRIVATE HEALTH INSURERS.

Supplemental Information

Schedule H (Form 990) Part VI

PART I, LN 7 COL(F):
TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN (A) ARE $173,252,098. INCLUDED IN THIS AMOUNT WAS BAD DEBT EXPENSE (CHARGES) OF $17,523,420. EXPENSES FOR THE PURPOSE OF CALCULATING LINE 7, COLUMN (F) ARE $155,728,678.

PART I, LINE 6A
COMMUNITY BENEFIT REPORTTHE ORGANIZATION'S COMMUNITY BENEFIT REPORT IS PREPARED BY ITS ULTIMATE PARENT ENTITY, MERCY HEALTH (EIN: 43-1423050).

PART III, LINE 2:
TO DETERMINE THE AMOUNT OF BAD DEBT EXPENSE, AT COST, BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENT ACCOUNTS WAS MULTIPLIED BY A RATIO OF COST TO CHARGES. THE RATIO OF COST TO CHARGES USED WAS BASED ON DETAILED COST ACCOUNT, WHERE AVAILABLE. WHERE COST ACCOUNTING IS NOT AVAILABLE, COST REPORT COST TO CHARGE RATIOS WERE UTILIZED.

PART III, LINE 3:
THE FILING ORGANIZATION DETERMINED THAT THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY IS $0. ALTHOUGH THE CHARITY CARE POLICY REQUIRES THE PARTICIPATION OF THE PATIENT REQUESTING ASSISTANCE, WE HAVE A PROCESS UNDER PRESUMPTIVE CHARITY TO ADDRESS ACCOUNTS FOR PATIENTS WHO DO NOT PROVIDE THE INFORMATION. WE BELIEVE THAT OUR CHARITY POLICY IS COMPREHENSIVE ENOUGH TO CAPTURE ALMOST ALL PATIENTS WHO QUALIFY FOR CHARITY CARE.

PART III, LINE 4:
THE TEXT OF THE FOOTNOTE THAT IS INCLUDED IN MERCY HEALTH AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE FOLLOWS:IN MAY 2014, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND INTERNATIONAL ACCOUNTING STANDARDS BOARD ISSUED ACCOUNTING STANDARDS UPDATE (ASU) 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606). THE HEALTH SYSTEM ADOPTED ASU 2014-09 ON JULY 1, 2018 USING A FULL RETROSPECTIVE BASIS. UPON ADOPTION, THE MAJORITY OF WHAT WAS PREVIOUSLY CLASSIFIED AS PROVISION FOR UNCOLLECTIBLE ACCOUNTS AND PRESENTED AS A REDUCTION TO PATIENT SERVICE REVENUE ON THE CONSOLIDATED STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS IS TREATED A PRICE CONCESSION THAT REDUCES THE TRANSACTION PRICE, WHICH IS REPORTED AS PATIENT SERVICE REVENUE. AS SUCH, BAD DEBT EXPENSE IS NOT REFERENCED IN MERCY HEALTH AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. BAD DEBT EXPENSE IS TRACKED FOR FORM 990 REPORTING AS FOLLOWS: PATIENT ACCOUNTS RECEIVABLE THAT ARE DEEMED UNCOLLECTIBLE, INCLUDING THOSE PLACED WITH COLLECTION AGENCIES, ARE INITIALLY CHARGED AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IN ACCORDANCE WITH COLLECTION POLICIES OF THE HEALTH SYSTEM AND, IN CERTAIN CASES, ARE RECLASSIFIED TO CHARITY CARE IF DEEMED TO OTHERWISE MEET THE HEALTH SYSTEM'S CHARITY CARE POLICY. THE PROVISION FOR UNCOLLECTIBLE RECEIVABLES IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES BASED UPON THE PAYOR COMPOSITION AND AGING OF RECEIVABLES WITH CONSIDERATION OF THE HISTORICAL PAYMENT AND WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THESE REVIEWS ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR UNCOLLECTIBLE RECEIVABLES TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE, THE HEALTH SYSTEM FOLLOWS ESTABLISHED GUIDELINES FOR PLACING PAST-DUE PATIENT BALANCES WITH COLLECTION AGENCIES.

PART III, LINE 8:
IT IS THE POSITION OF MERCY HOSPITAL ARDMORE THAT 100% OF ANY SHORT FALL, WHEN APPLICABLE, SHOULD BE TREATED AS COMMUNITY BENEFIT. THIS AMOUNT REPRESENTS COST OF PROVIDING SERVICES THAT REMAIN UNCOMPENSATED TO THE PROVIDER. THE UNREIMBURSED COSTS OF MEDICARE IS CALCULATED BY THE GROSS CHARGES NET OF THE COST TO CHARGE RATIO LESS ANY PAYMENTS, DEDUCTIONS OR REIMBURSEMENTS USING THE ANNUAL MEDICARE COST REPORT (CMS FORM 2552-96).

PART III, LINE 9B:
MERCY'S COLLECTION POLICY PROVIDES THAT MERCY WILL PERFORM A REASONABLE COMMUNICATION AND/OR REVIEW OF PATIENT ACCOUNTS AS IT RELATES TO ANY SERVICE PROVIDED AT OUR FACILITIES BEFORE TURNING THE ACCOUNT TO BAD DEBT OR TAKING LEGAL ACTION FOR NONPAYMENT. MERCY ACTIVELY SCRUBS ACCOUNTS FOR PAYOR PLAN COVERAGE, INCLUDING MEDICAID. IN THE EVENT AN ACCOUNT IS TURNED TO COLLECTIONS AND IS IDENTIFIED IN NEED OF FINANCIAL ASSISTANCE DUE TO CIRCUMSTANCE CHANGES, OR IS NOW REQUESTING ASSISTANCE, THE ACCOUNTS ARE RETURNED BY THE AGENCY AND CONSIDERED FOR CHARITY IF THE PATIENT PROVIDES THE REQUESTED INFORMATION. IF THE PATIENT FAILS TO RETURN THE INFORMATION, THE ACCOUNT WILL QUALIFY FOR COLLECTIONS. MERCY UTILIZES THE EXPERIAN TOOL TO ENHANCE THE ABILITY TO DETERMINE THE CHARITY QUALIFICATION PRIOR TO TURNING TO BAD DEBT, A PROCESS KNOWN AS PRESUMPTIVE CHARITY FOR ALL COMMUNITIES EXCEPT JOPLIN, MAUDE NORTON, CARTHAGE AND SOUTHEAST KANSAS. THIS PRESUMPTIVE SCREENING PROCESS DETAILS EVALUATIONS THAT TAKE PLACE PRIOR TO PATIENT BILLING AND ADDITIOANLLY PRIOT TO BAD DEBT PLACEMENT. THE PRESUMPTIVE SCREENING WAS PER ENCOUNTER AND DID NOT PROMOTE ANY LOOK-BACK ADJUSTMENTS.MERCY WILL GRANT CHARITY IN SITUATIONS WHERE THERE HAS BEEN AN INABILITY TO OBTAIN INFORMATION FROM PATIENTS OR THE INFORMATION PROVIDED IS NOT COMPLETE ENOUGH TO MAKE A CHARITY DETERMINATION WHEN A PATIENT HAS SUBMITTED AN APPLICATION. MERCY WILL PURSUE APPROPRIATE MEANS IN THE COLLECTION OF DELINQUENT ACCOUNTS FROM PATIENTS WITH AN ESTABLISHED ABILITY TO PAY OR AN UNWILLINGNESS TO COOPERATE IN VALIDATING ELIGIBILITY FOR FINANCIAL ASSISTANCE. THESE APPROPRIATE MEANS MAY INCLUDE LEGAL ACTION CONSISTENT WITH MERCY MISSION AND VALUES AFTER SENDING 3 MONTHLY STATEMENTS WITH THE FINAL INCLUDING NOTIFICATION; IF NO RESOLUTION THEY WILL BE TURNED TO COLLECTIONS. ADDITIONALLY, THEY MAY INCLUDE LIENS UPON REAL PROPERTY AND REASONABLE WAGE GARNISHMENTS. LEGAL ACTIONS WILL GENERALLY NOT INCLUDE BANK GARNISHMENTS, REPOSSESSION OF ASSETS OR FORECLOSURES TO ENSURE SATISFACTION OF A LIEN. MERCY HAS POLICIES AND PROCEDURES ESTABLISHED TO ADDRESS THE INITIATION OF LEGAL ACTION AND ANNUALLY REVIEW COMPLIANCE WITH POLICIES BUT ENSURE 120 DAYS OF BILLING AND COLLECTIONS OCCUR PRIOR TO ANY EXTRAORDINARY COLLECTIONS ARE PURSUED.

PART VI, LINE 4:
THE PRIMARY SERVICE AREA FOR MERCY HOSPITAL ARDMORE INCLUDES 40 ZIP CODES ACROSS OKLAHOMA AND TEXAS. THE FOLLOWING INFORMATION IS DERIVED FROM THE ADVISORY BOARD DEMOGRAPHICS AND THE OK DEPARTMENT OF HEALTH 2021-2022 ANALYTICS. THE AREA'S POPULATION IS 102,767. THE MEDIAN HOUSEHOLD INCOME IS $46,000. 44.1% OF THE POPULATION IS 45 AND OLDER. 86% OF THE POPULATION IS A HIGH SCHOOL GRAD OR GREATER AND THE MEDIAN AGE IS 37. 21.9% OF THE HOUSEHOLDS ARE ON MEDICARE, 32.9% ON MEDICAID, AND 16.1% UNINSURED.

PART VI, LINE 7, REPORTS FILED WITH STATES
OK

COVID-19
PLEASE SEE SCHEDULE O FOR INFORMATION RELATED TO COVID-19.

PART II, COMMUNITY BUILDING ACTIVITIES:
"COMMUNITY BUILDING ACTIVITIES ADDRESS ROOT CAUSES OF HEALTH-RELATED PROBLEMS. MULTIDISCIPLINARY COMMUNITY PARTNERSHIPS AND COLLABORATIONS ADDRESS SYSTEMIC MALFUNCTIONS AND THE ROOT CAUSES OF ISSUES SUCH AS POVERTY, VIOLENCE, AND HOMELESSNESS. THEY STRENGTHEN THE COMMUNITY'S ABILITY TO PROMOTE HEALTH AND WELL-BEING. MERCY HOSPITAL ARDMORE, INC.(MHARD) COMMUNITY BUILDING ACTIVITIES PROMOTE THE HEALTH OF THE COMMUNITIES IN WHICH THEY SERVE. THROUGH ACTIVE PARTICIPATION IN COMMUNITY BOARDS, NEIGHBORHOOD COMMUNITY MEETINGS AND INVOLVEMENT IN COMMUNITY-BASED EVENTS, MHARD DEMONSTRATES ITS ONGOING COMMITMENT TO THE COMMUNITY. COMMUNITY BUILDING ACTIVITIES SERVE AS A LINK TO ENGAGE MERCY COWORKERS TO LOOK BEYOND THE WALLS OF THE FACILITIES IN WHICH THEY SERVE. MERCY COWORKERS PARTICIPATE AS BOARD MEMBERS, VOLUNTEERS GIVING HOURS OF HANDS-ON ASSISTANCE, PROGRAM DEVELOPMENT AND FUND RAISING. THE COMMUNITY OUTREACH DEPARTMENT, ALONG WITH THE COMMUNITY HEALTH WORKERS, HAVE BEEN ATTENDING MULTIPLE COMMUNITY EVENTS TO SPREAD AWARENESS ON RESOURCES AVAILABLE FOR THE UNDERINSURED POPULATION. THIS INCLUDES ATTENDING HEALTH FAIRS LIKE THE CARTER COUNTY HEALTHY LIVING HEALTH EXTRAVAGANZA, WHERE PEOPLE FROM THE COMMUNITY WERE GIVEN INFORMATION ON HEALTHY RESOURCES, AS WELL AS HELP IN APPLYING FOR MEDICAID. SOME OF THE COMMUNITY BUILDING ACTIVITIES IN WHICH MHARD SERVES ARE:- MERCY HOSPITAL ARDMORE IS COLLABORATING WITH THE CITY OF ARDMORE, HFV WILSON COMMUNITY CENTER, CARTER COUNTY HEALTH DEPARTMENT, GOOD SHEPHERD COMMUNITY CLINIC, AND THE MERCY CLINIC TO CREATE COMMUNITY POP-UP CLINICS IN OUR MOST UNDERSERVED LOCATIONS IN ARDMORE. - IN COLLABORATION WITH GOOD SHEPHERD COMMUNITY CLINIC AND THE SOUTHERN OKLAHOMA MEMORIAL FOUNDATION, MAMMOGRAMS ARE OFFERED TO WOMEN WHO ARE UNINSURED AND WITHOUT ABILITY TO PAY FOR THIS SERVICE. MERCY HOSPITAL ARDMORE ALSO ENSURES FOLLOW-UP IS PROVIDED FOR THOSE PATIENTS NEEDING FURTHER TESTING AND TREATMENT. THE PROGRAM HAS BEEN ON PAUSE THIS YEAR, BUT WE HOPE TO RE-START IT IN THE UPCOMING YEAR. - MHARD IS AN INTEGRAL PART OF THE ARDMORE BEHAVIORAL HEALTH COLLABORATIVE (ABHC), WHICH ALSO INCLUDES REPRESENTATIVES FROM THE FOLLOWING: CARTER COUNTY HEALTH DEPARTMENT, DHS, ARDMORE INSTITUTE OF HEALTH, A LOCAL FOUNDATION, MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES OF SOUTHERN OKLAHOMA, GOOD SHEPHERD COMMUNITY CLINIC, GRACE DAY CENTER, GLORIA AINSWORTH CHILDCARE CENTER, CHILDREN'S SHELTER, OFFICE OF VETERANS AFFAIRS AND ARBUCKLE LIFE SOLUTIONS. PARTICIPATION IN THE COLLABORATIVE CONTINUES TO GROW AND IS NOW WORKING CLOSELY WITH THE NATIONAL COUNCIL ON BEHAVIORAL HEALTH. THE GOAL IS TO ASSESS GAPS AND ASSETS IN OUR COMMUNITY RELATED TO BEHAVIORAL HEALTH WHILE IMPROVING TRAUMA INFORMED UNDERSTANDING ACROSS OUR COMMUNITY. THE ASSESSMENT WILL LEAD TO A COMPREHENSIVE PLAN TO ADDRESS BEHAVIORAL HEALTH SERVICES AND OUTCOMES. MERCY CONTRIBUTES TO THE SALARY OF THE ABHC DIRECTOR ($3,000 PER MONTH) SO THAT OTHER ABHC FUNDING SOURCES, SUCH AS GRANTS, GO COMPLETELY TO PROGRAMMING. MHARD LEADERSHIP SERVES ON THEIR BOARD SINCE 2016. - THOUGH DIABETES CONTINUES TO BE A SIGNIFICANT HEALTH NEED, AFTER WORKING ON DIABETES FOR THE LAST TWO CYCLES, WITH INPUT FROM THE COMMUNITY COMMITTEE OF THE BOARD, WE DECIDED THAT THE EFFORTS THAT ARE UNDERWAY ON THIS TOPIC ARE VERY WELL ESTABLISHED. THE DIABETES PREVENTION PROGRAM IN OUR DIABETES CLINIC IS FULLY RECOGNIZED BY THE CENTERS OF DISEASE CONTROL (CDC). MERCY WILL CONTINUE TO FUND THESE PROGRAMS, BUT OUR FOCUS MOVING FORWARD WILL BE TOWARD THE EXPANSION OF ACCESS TO CARE, BEHAVIORAL HEALTH, AND FOOD INSECURITY. MHARD BEGAN THE PROCESS IN 2017 OF BEING CDC RECOGNIZED AS A DIABETES PREVENTION PROGRAM. MHARD HAS TWO DIABETES EDUCATORS WHO HAVE SUCCESSFULLY COMPLETED LIFE COACH TRAINING. TO DATE, 24 PARTICIPANTS COMPLETED THE FIRST COHORT. IN DECEMBER OF 2018, ARDMORE DPPP GAINED FULL RECOGNITION BY THE CDC. CURRENTLY 5 PARTICIPANTS COMPLETED THE MOST RECENT COHORT IN FY22. - A BETTER BREATHERS PROGRAM WAS BEGUN TO PROVIDE RESPIRATORY EDUCATIONAL PROGRAMMING. IT IS CURRENTLY IN HIATUS DUE TO THE COVID-19 PANDEMIC, BUT INFORMATION WAS ALSO DISTRIBUTED AT LOCAL HEALTH FAIRS TO BRING AWARENESS OF THIS CHRONIC CONDITION IN OUR COMMUNITY.- MERCY SERVES IN A COLLABORATIVE ROLE WITH THE CARTER COUNTY HEALTHY LIVING COMMITTEE. THIS GROUP INVOLVES EDUCATING COMMUNITY MEMBERS ON HEALTH AND WELLNESS ISSUES AND INVITING THEM TO ADDRESS THE IDENTIFIED ISSUES. THEY UTILIZE TSET FUNDS TO CREATE AND UPDATE POLICIES REGARDING HEALTHY HABITS IN SCHOOLS, BUSINESSES, RESTAURANTS, AND GOVERNMENT AGENCIES. - MHARD CONTRIBUTES TO LEGAL AID SERVICES SO THAT THEY CAN PROVIDE LEGAL ASSISTANCE TO PATIENTS IN NEED OF THAT SERVICE. - MHARD PARTICIPATED WITH THE OKLAHOMA BLOOD INSTITUTE IN BLOOD DRIVES DURING THE YEAR.- MERCY HOSPITAL ARDMORE CONTRIBUTED TO C/SARA FOUNDATION (SARA'S PROJECT), MVP READING MENTOR PROGRAM, AMERICAN CANCER SOCIETY, CROSS TIMBERS HOSPICE, REGIONAL FOOD BANK OF OKLAHOMA, CITIES IN SCHOOLS, THE MORE FOUNDATION, YMCA ARDMORE, OHH RESEARCH FOUNDATION, ALZHEIMER'S ASSOCIATION- MHARD/ HEALDTON IS CURRENTLY PARTICIPATING IN ""HEALDTON OUTREACH DAYS,"" IN COLLABORATION WITH THE GRACE CENTER OF SOUTHERN OKLAHOMA, LIGHTHOUSE BEHAVIORAL WELLNESS CENTERS, AND THE FAMILY SHELTER OF SOUTHERN OKLAHOMA. THIS HELPS BRING SERVICES SUCH AS BEHAVIORAL HEALTH APPOINTMENTS, UTILITY ASSISTANCE, RENT ASSISTANCE, FINANCIAL LITERACY COURSES, AND RESOURCES TO RESIDENTS OF HEALDTON WITH TRANSPORTATION ISSUES THAT ARE NOT ABLE TO REACH ARDMORE. - A COMMUNITY HEALTH WORKER (CHW) HAS BEEN HIRED TO WORK IN THE EMERGENCY DEPARTMENT TO AID SELF-PAY PATIENTS, AS WELL AS THOSE WITH SOCIAL NEEDS. THEY HELP PATIENTS WITH TRANSPORTATION, FOOD INSECURITY, HOUSING, AS WELL AS INSURANCE APPLICATIONS LIKE MEDICAID. A SECOND CHW HAS BEEN HIRED TO WORK IN THE PRIMARY CARE CLINIC. THEY HELP PATIENTS WITH NAVIGATING HEALTHCARE AND PROVIDING THEM WITH RESOURCES AVAILABLE IN THE COMMUNITY. - MHARD SUPPORTS HEALTH PROFESSIONS STUDENT EDUCATION- NURSING, IMAGING, THERAPY, PHARMACY, MEDICINE, LAB, EMERGENCY MEDICAL TECHNICIAN, AND ADVANCED PRACTICE NURSING. DOZENS OF STUDENTS DO CLINICAL ROTATIONS EVERY SEMESTER.A FULL DESCRIPTION OF THE COMMUNITY'S BUILDING ACTIVITIES CAN BE FOUND AT: HTTPS://WWW.MERCY.NET/ABOUT/COMMUNITY-BENEFITS/"

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THE CARTER COUNTY/COUNTY HEALTH DEPARTMENT AND GOOD SHEPHERD COMMUNITY CLINIC AS WELL AS THE OKLAHOMA STATE HEALTH DEPARTMENT, AND THE ARDMORE BEHAVIORAL HEALTH COLLABORATIVE SERVES AS PRIMARY PARTNERS FOR MERCY HOSPITAL, ARDMORE IN THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. OTHER COMMUNITY PARTNERS INCLUDE OTHER COMMUNITY GROUPS WHO STRIVE TO IMPROVE THE HEALTH OF OKLAHOMANS. MERCY HOSPITAL ARDMORE CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) BY COLLECTING AND ANALYZING A SIGNIFICANT QUANTITY OF PRIMARY AND SECONDARY DATA. PRIMARY DATA WAS OBTAINED UTILIZING THE ARDMORE COMMUNITY HEALTH SURVEY, AS WELL AS KEY COMMUNITY CHATS THAT SERVED AS FOCUS GROUPS IN OUR AREA. SECONDARY DATA WAS COLLECTED FROM PUBLICLY AVAILABLE DATA SOURCES AND FROM INTERNAL MERCY DATA. THIS WORK WAS CONDUCTED BETWEEN JUNE 2021 TO APRIL 2022. THE THOUGHTS AND OPINIONS OF PEOPLE WITHIN MERCY'S SERVICE AREA OF SOUTHERN OKLAHOMA WERE CENTRAL TO THE HEALTH NEEDS ASSESSMENT PROCESS. THE COMMUNITY COMMITTEE OF THE MERCY HOSPITAL ARDMORE BOARD OF DIRECTORS HELPED GUIDE THE CHNA PROCESS. MERCY WORKED WITH LOCAL COMMUNITY CHURCHES TO REACH THE UNDERSERVED POPULATIONS AS WELL AS OUR HISPANIC POPULATION. PLEASE REFER TO THE COMMUNITY HEALTH NEEDS ASSESSMENT WHICH CAN BE FOUND AT: HTTPS://WWW.MERCY.NET/ABOUT/COMMUNITY-BENEFITS/

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MERCY INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY THROUGH SEVERAL MEANS. IF AT ANY TIME A PATIENT EXPRESSES HARDSHIP AND INABILITY TO PAY, THE ACCOUNTS IS PLACED FOR REVIEW. IN ADDITION, PATIENT HAVE SIGNAGE ABOUT THE POLICY AT THE ACCESS POINTS, AND ALL STAFF WORKING WITH THE PATIENT AT POINT OF SERVICE, SCHEDULING, CUSTOMER SERVICE, AND EVEN THROUGH THE MEDICAID ELIGIBILITY SCREENING, HAVE THE MEANS TO SEND THE ACCOUNT FOR REVIEW. THERE IS THE PLAIN LANGUAGE SUMMARY THAT IS BEING PROVIDED TO ALL WHOM EXPRESS HARDSHIP WHEN PRESENTING IN THE FACILITIES. IN ADDITION TO THE WEB ADDRESS PROVIDING THE APPLICATION, POLICIES, AND EVEN HOW UNINSURED ACCOUNTS ARE HANDLED. LASTLY, THE STATEMENTS (BILLING) MESSAGING TO THE PATIENT THAT MERCY DOES HAVE A FINANCIAL ASSISTANCE PROGRAM AND TO CALL TO SEE IF THEY ARE ELIGIBLE. MERCY STAFFS INTERNAL RESOURCES CERTIFIED TO ASSIST PATIENTS WITH MEDICAID APPLICATIONS AS WELL.

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PROMOTION OF COMMUNITY HEALTHMERCY PROVIDES QUALITY MEDICAL HEALTH CARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. MERCY IS A CATHOLIC HEALTH CARE CORPORATION THAT, PURSUANT TO THE ORGANIZATIONAL CORE BELIEF, THAT HEALTH CARE SERVICES ARE A VITAL AND INTEGRAL PART OF THE CHURCH'S HEALING MISSION, ENGAGES IN A MINISTRY WHICH PROVIDES GENERAL ACUTE CARE, AMBULATORY, LONG-TERM AND HOME CARE HEALTH SERVICES TO INDIVIDUALS AND FAMILIES IN ITS COMMUNITIES. MERCY OFFERS SERVICES AND PROGRAMS WHICH FURTHER HEALTH PROMOTION, MAINTENANCE AND CARE TO THE COMMUNITY. PROGRAMS PROVIDED TO MEET THE COMMUNITY INCLUDE SUPPORT GROUPS, OUTREACH EVENTS, BLOOD DRIVES, AND CO-WORKER WORKDAYS. MERCY IS GOVERNED BY A BOARD OF DIRECTORS WHICH INCLUDES REPRESENTATION FROM COMMUNITY LEADERS FROM A VARIETY OF SECTORS. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY. ANY POTENTIAL CONFLICTS OF INTEREST DISCLOSED ARE REVIEWED AND RESOLVED. THIS PROCESS ENSURES THAT PUBLIC, RATHER THAN PRIVATE INTERESTS ARE SERVED. SURPLUS FUND AND UNRESTRICTED ASSETS HELD ARE REINVESTED IN PATIENT CARE, MEDICAL EDUCATION AND RESEARCH INITIATIVES WHICH SUPPORT THE ORGANIZATION'S MISSION TO DELIVER COMPASSIONATE CARE AND EXCEPTIONAL HEALTH CARE SERVICES TO THE COMMUNITIES IT SERVES.

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"AFFILIATED HEALTH CARE SYSTEMTHE FILING ORGANIZATION IS PART OF MERCY HEALTH (""MERCY""). MERCY IS A MISSOURI NON-PROFIT CORPORATION WITH ITS HEADQUARTERS (""MINISTRY OFFICE"") IN ST. LOUIS, MISSOURI. MERCY PROVIDES HEALTH CARE SERVICES IN FOUR STATES - ARKANSAS, KANSAS, MISSOURI, AND OKLAHOMA - AND HAS OUTREACH MINISTRIES LOCATED IN ARKANSAS, LOUISIANA, MISSISSIPPI, AND TEXAS. MERCY'S MISSION IS ""AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE."" AS OF JUNE 30, 2022, MERCY FACILITIES INCLUDED 30 ACUTE CARE HOSPITALS, 5 HEART HOSPITALS, 5 REHAB HOSPITALS, 2 CHILDREN'S HOSPITALS, 2 ORTHOPEDIC HOSPTIALS, AND 1 VIRTUAL CARE COMMAND CENTER. FOR THE FISCAL YEAR ENDED JUNE 30, 2022, MERCY HAD MORE THAN 10.4 MILLION OUTPATIENT AND PHYSICIAN OFFICE VISITS, APPROXIMATELY 2,300 EMPLOYED PHYSICIANS, AND APPROXIMATELY 42,000 FULL-TIME EQUIVALENT EMPLOYEES, MAKING MERCY THE SIXTH LARGEST CATHOLIC HEALTH SYSTEM IN THE UNITED STATES. MERCY IS SPONSORED BY MERCY HEALTH MINISTRY, WHICH IS GOVERNED BY MEMBERS THAT INCLUDE SISTERS OF MERCY. MANY SERVICES THAT ARE ESSENTIAL TO FULFILLING MERCY'S MISSION ARE CENTRALIZED AT THE MINISTRY OFFICE. SUCH CENTRALIZED SERVICES INCLUDE: FINANCE (INCLUDING TREASURY, FINANCIAL ACCOUNTING AND REPORTING, REVENUE MANAGEMENT, INTERNAL AUDIT, ACCOUNTS PAYABLE AND PAYROLL OPERATIONS, ANALYTICS AND DECISION SUPPORT); ENVIRONMENTAL SERVICES SUPPORT; CLINICAL INTEGRATION; CARE MANAGEMENT; CLINICAL PERFORMANCE ACCELERATION; CLINICAL ENGINEERING; CLINICAL QUALITY MANAGEMENT; COMPLIANCE; GRANTS AND RESEARCH SERVICES; LEGAL AND COMPLIANCE COUNSEL; MARKETING AND COMMUNICATIONS; PLANNING, DESIGN AND CONSTRUCTION; PRODUCT DEVELOPMENT INFORMATICS; REAL ESTATE; SUPPLY CHAIN MANAGEMENT; MANAGED CARE STRATEGY SUPPORT; HUMAN RESOURCES (INCLUDING COMPENSATION, BENEFITS AND RECRUITING); MISSION SERVICES AND ETHICS; PHILANTHROPY SUPPORT; INFORMATION TECHNOLOGY; AND, COMMUNITY RELATIONS. THE CENTRALIZATION OF SUCH SUPPORT SERVICES ENABLES MERCY TO ENSURE THAT EACH OF ITS COMMUNITIES, WHETHER LARGE OR SMALL, HAS THE SERVICES IT NEEDS."

Operating expenses	$ 173,252,098
Total amount spent on community benefits as % of operating expenses	$ 6,723,030 3.88 %