4A (Expenses $ 3984053 including grants of $ 0) (Revenue $ 4828657)
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 30% JOINT VENTURE INTEREST IN BROOKWOOD BAPTIST HEALTH, LLC (BBH). THE JOINT VENTURE WAS FORMED WITH TENET WHICH OWNS THE REMAINING 70% INTEREST. TENET 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.BBH OPERATES FIVE HOSPITALS AND OTHER PATIENT CARE FACILITIES. TWO OF THE HOSPITALS ARE LOCATED WITHIN THE CITY LIMITS OF BIRMINGHAM, AL, WHICH ENABLES BBH 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 BHS'S (AND SUBSEQUENTLY BBH'S) 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. BBH 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 BBH.BBH IS ACTIVELY INVOLVED IN MEDICAL EDUCATION AND CLINICAL PASTORAL CARE EDUCATION. BBH CURRENTLY HAS APPROXIMATELY 102 RESIDENCY POSITIONS IN TRANSITIONAL YEAR, INTERNAL MEDICINE, PATHOLOGY, RADIOLOGY AND GENERAL SURGERY PROGRAMS. BBH'S MEDICAL EDUCATION PROGRAM ALSO PROVIDES CONTINUING EDUCATION TO LICENSED PHYSICIANS. THE CLINICAL PASTORAL CARE EDUCATION PROGRAM PROVIDES TRAINING FOR 6 RESIDENTS AS WELL AS NUMEROUS PART-TIME STUDENTS. THIS TRAINING EQUIPS STUDENTS TO PROVIDE A BETTER LEVEL OF SPIRITUAL CARE TO PATIENTS. IN ADDITION, BBH, IN CONJUNCTION WITH SEVERAL COLLEGES AND UNIVERSITIES OF NURSING, PROVIDES TRAINING FOR NURSES THAT ARE HIRED THROUGHOUT THE SOUTHEASTERN UNITED STATES.FINALLY, BBH 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 BBH'S CHARITABLE ACTIVITIES EVIDENCING THE COMMUNITIES' WILLINGNESS TO ACKNOWLEDGE AND SUPPORT THE MISSION OF BROOKWOOD BAPTIST HEALTH.

4B (Expenses $ 685686 including grants of $ 0) (Revenue $ 400000)
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 BROOKWOOD BAPTIST HEALTH (BBH) IN A WAY THAT FURTHERS THE HEALING MINISTRY OF CHRIST. OVER THE COURSE OF THE YEAR, BHF PROVIDED OVER $1.8 MILLION DOLLARS IN FINANCIAL SUPPORT OF PROGRAMS IMPACTING BBH PATIENTS, EMPLOYEES AND COMMUNITIES INCLUDING PROVIDING FOR INDIGENT CARE, PASTORAL CARE, EMPLOYEE ASSISTANCE, EDUCATION, SCHOLARSHIPS AND OTHER ASSISTANCE.

4C (Expenses $ 206797 including grants of $ 153582) (Revenue $ 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; UNITED WAY; BOY SCOUTS; YWCA; PRESCOTT HOUSE; AND SAMFORD UNIVERSITY.

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:BIRMINGHAM REGIONAL EMSS (PUBLIC SERVICE ORGANIZATION)COMMUNITY FOUNDATION OF GREATER BIRMINGHAM (MEDICALLY UNDERSERVED & LOW INCOME POPULATIONS)DIVISION OF YOUTH SERVICES (CHILD HEALTH)GREATER SHILOH BAPTIST CHURCH (FAITH BASED ORGANIZATION)THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EDUCATION)REGIONAL PARAMEDICAL SERVICES (CLINICAL PROVIDER)JBS MENTAL HEALTH AUTHORITY (CLINICAL PROVIDER)COMMUNITY FOOD BANK OF ALABAMA (MEDICALLY UNDERSERVED & LOW INCOME POPULATIONS)NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) BIRMINGHAM (NON-PROFIT)THE EXCEPTIONAL FOUNDATION (NON-PROFIT)JEFFERSON COUNTY HEALTH DEPARTMENT (PUBLIC HEALTH EXPERT)SAMFORD UNIVERSITY (EDUCATION)CHURCH WITHOUT WALLS (FAITH BASED ORGANIZATION)

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 (PUBLIC SERVICE ORGANIZATION)CITY OF HOOVER (PUBLIC SERVICE ORGANIZATION)ALABAMA HOUSE OF REPRESENTATIVES (LOCAL GOVERNMENT)CHILTON SHELBY MENTAL HEALTH CENTER (CLINICAL PROVIDER)SHELBY BAPTIST ASSOCIATION (FAITH BASED ORGANIZATION)ALABAMA DEPARTMENT OF PUBLIC HEALTH (PUBLIC HEALTH EXPERT)PELHAM POLICE DEPARTMENT (EMERGENCY RESPONSEALABASTER FIRE DEPARTMENT (EMERGENCY RESPONSE)

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 EXPERT)REGIONAL PARAMEDICS (PUBLIC SERVICE ORGANIZATION)WALKER AREA COMMUNITY FOUNDATION (NON-PROFIT)CAPSTONE RURAL HEALTH CENTER (CLINICAL PROVIDER)ALABAMA STATE SENATE (LOCAL GOVERNMENT)CITY OF JASPER (LOCAL GOVERNMENT)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:FIRST FAMILIES SERVICES CENTER (MEDICALLY UNDERSERVED & LOW INCOME POPULATIONS)TALLADEGA BOARD OF EDUCATION (EDUCATION)TALLADEGA COUNTY HEALTH DEPARTMENT (PUBLIC HEALTH EXPERT)TALLADEGA HEALTH AND REHAB SELECT (MENTAL HEALTH ORGANIZATION)CITY OF TALLADEGA (LOCAL GOVERNMENT)TALLADEGA CITY SCHOOLS (EDUCATION)TALLADEGA COLLEGE (EDUCATION)ALABAMA INSTITUTE FOR DEAF AND BLIND (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:BIRMINGHAM REGIONAL EMSS (PUBLIC SERVICE ORGANIZATION)THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EDUCATION)REGIONAL PARAMEDICAL SERVICES (CLINICAL PROVIDER)JBS MENTAL HEALTH AUTHORITY (CLINICAL PROVIDER)COMMUNITY FOOD BANK OF ALABAMA (MEDICALLY UNDERSERVED & LOW INCOME POPULATIONS)NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) BIRMINGHAM (NON-PROFIT)THE EXCEPTIONAL FOUNDATION (NON-PROFIT)JEFFERSON COUNTY HEALTH DEPARTMENT (PUBLIC HEALTH EXPERT)SAMFORD UNIVERSITY (EDUCATION)ALABAMA HOUSE OF REPRESENTATIVES (LOCAL GOVERNMENT)CITY OF HOMEWOOD (LOCAL GOVERNMENT)

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. THE UNREIMBURSED MEDICAID CALCULATION WAS DETERMINED BY USING A COST ACCOUNTING SYSTEM THAT ADDRESSES ALL PATIENT SEGMENTS INCLUDING BUT NOT LIMITED TO INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, UNINSURED AND SELF-PAY. 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 BOYS AND GIRLS CLUB; MEMORIAL SERVICES; AMERICAN CANCER SOCIETY; SHELBY BAPTIST ASSOCIATION; CEREAL DRIVES; SUMMER ADVENTURES IN LEARNING; SAMFORD BOARD OF TRUSTEESLN 5. LEADERSHIP DEVELOPMENT AND LEADERSHIP TRAINING LEADERSHIP BIRMINGHAM; LEADERSHIP SHELBY COUNTYLN 8. WORKFORCE DEVELOPMENT HIGH SCHOOL JOB SHADOWING; PHYSICIAN RECRUITMENT; ADMIN INTERNS;

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 4:
BBH RECORDS BAD DEBT EXPENSE AS ITS ESTIMATE OF THE AMOUNT OF GROSS CHARGES DUE FROM PATIENTS THAT WILL ULTIMATELY NOT BE COLLECTED. THE ALLOWANCE FOR BAD DEBTS IS ESTABLISHED FOR ACCOUNTS DEEMED POTENTIALLY UNCOLLECTIBLE BY MANAGEMENT BASED ON CONTRACT TERMS AND HISTORICAL COLLECTION EXPERIENCE. AMOUNTS ARE WRITTEN OFF ONCE COLLECTION EFFORTS HAVE BEEN EXHAUSTED.

PART III, LINE 8:
THIS DATA IS A COMPILATION OF MEDICARE COST REPORTS FILED FOR THE YEAR ENDED DECEMBER 31, 2021. 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 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 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, MEDICAL EDUCATION, AND CHARITY CARE INCLUDING BBH EMPLOYEE AND PATIENT ASSISTANCE.

PART III, LINE 9B:
"THE FOLLOWING IS FOUND IN THE CHARITY CARE POLICY REGARDING BILLING AND COLLECTIONS: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 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 80% 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 58% OF TOTAL ADMISSIONS IN FY 2021. 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 2021, MEDICARE/MEDICARE HMO WAS THE CORPORATION'S LARGEST SOURCE OF PATIENT REVENUE AT 42% OF GROSS CHARGES. OTHER SIGNIFICANT SOURCES OF PATIENT REVENUE INCLUDED BLUE CROSS AT 25% AND MEDICAID AT 10%."

PART VI, LINE 5:
THE BOARD OF DIRECTORS FOR BAPTIST HEALTH SYSTEM, 30% 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.