Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 04-01-2014 , and ending 03-31-2015
BCheck if applicable:
CName of organization
FREEMAN HEALTH SYSTEM
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1102 W 32ND STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JOPLIN, MO64804
D Employer identification number

43-1704371
E Telephone number

G Gross receipts $ 521,252,585
F Name and address of principal officer:
PAULA BAKER
1102 WEST 32ND STREET
JOPLIN,MO64804
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.FREEMANHEALTH.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1922
M State of legal domicile: MO
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: FREEMAN HEALTH SYSTEM PROVIDES WORLD-CLASS, COMPASSIONATE HEALTHCARE SERVICES WHERE IT MATTERS MOST, CLOSE TO HOME. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 4,225
6 Total number of volunteers (estimate if necessary) ............. 6 226
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,379,255
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,966,438 2,324,995
9 Program service revenue (Part VIII, line 2g) ......... 480,466,391 502,793,696
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,309,122 5,554,977
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -5,948,661 4,581,526
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 481,793,290 515,255,194
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,334,856 5,752,635
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 241,636,461 246,917,486
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet593,320    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 235,707,386 242,086,760
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 478,678,703 494,756,881
19 Revenue less expenses. Subtract line 18 from line 12....... 3,114,587 20,498,313
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 390,339,421 415,275,827
21 Total liabilities (Part X, line 26)............. 203,987,618 208,321,841
22 Net assets or fund balances. Subtract line 21 from line 20..... 186,351,803 206,953,986
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE MISSION OF FREEMAN HEALTH SERVICES IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE THROUGH CONTEMPORARY, INNOVATIVE, QUALITY HEALTHCARE SOLUTIONS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe 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 (Code:   ) (Expenses $ 218,162,400 including grants of $ 5,752,635 ) (Revenue $ 258,940,933 )
FREEMAN OFFERS OUTPATIENT SERVICES INCLUDING CANCER CARE, EMERGENCY MEDICINE, WOMEN'S SERVICES, GASTROENTEROLOGY, DIALYSIS, WOUND CARE, NEUROLOGY, ORTHOPAEDICS, OTOLARYNGOLOGY, GERIATRIC CARE, PHARMACIES, WALK-IN CLINICS, HOME CARE, OCCUPATIONAL MEDICINE, OUTPATIENT SURGERY, REHABILITATION THERAPIES, HEART AND VASCULAR SERVICES, RADIOLOGY, LABORATORY SERVICES, AND MORE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
4b (Code:   ) (Expenses $ 195,234,734 including grants of $   ) (Revenue $ 212,872,625 )
THROUGH TWO JOPLIN HOSPITALS, FREEMAN PROVIDES A WIDE ARRAY OF INPATIENT SERVICES. FREEMAN PROVIDES SERVICES TO PATIENTS THROUGH GENERAL MEDICAL, GENERAL SURGERY, ORTHOPAEDIC, NEUROSURGERY, CARDIOVASCULAR, CARDIAC/MEDICAL, ONCOLOGY, CRITICAL CARE (INTENSIVE AND TRANSITIONAL), NICU (NEONATAL ICU), MATERNAL, PEDIATRIC, PSYCHIATRIC, GERIATRIC PSYCHIATRIC AND PHYSICAL REHABILITATION UNITS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
4c (Code:   ) (Expenses $ 19,323,582 including grants of $   ) (Revenue $ 30,980,138 )
FREEMAN CANCER INSTITUTE PROVIDES PHYSICAL AND EMOTIONAL CARE FOR PATIENTS AND FAMILIES THROUGH COMPREHENSIVE SERVICES AND THE MOST UP-TO-DATE TECHNOLOGICAL ADVANCES, ALL LOCATED IN ONE CONVENIENT AND COMFORTABLE SETTING. FREEMAN CANCER INSTITUTE ACCEPTS MEDICAID AND MEDICARE PATIENTS. AFTER THE MAY 2011 TORNADO, A MAJOR CANCER TREATMENT PRACTICE IN JOPLIN DECIDED NOT TO REBUILD AND CLOSED ITS TREATMENT FACILITY. FREEMAN CANCER INSTITUTE TOOK IN MOST OF THOSE PATIENTS AND HIRED TWO NEW ONCOLOGY/HEMATOLOGY SPECIALISTS TO HELP MEET THE NEEDS OF THE COMMUNITY. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet432,720,716
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
168
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4,225
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSTEVE GRADDY
1102 WEST 32ND STREET
JOPLIN,MO64804 (417) 347-6678
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LANCE BESHORE PHD........................................................................
CHAIR
1.0
.......................0.0
X   X       0 0 0
(2) LARRY MCINTIRE DO........................................................................
DIRECTOR
60.0
.......................0.0
X           409,818 0 25,715
(3) JOHN M COX DO........................................................................
DIRECTOR
60.0
.......................0.0
X           1,021,575 0 28,996
(4) RODNEY MCFARLAND MD........................................................................
DIRECTOR
1.0
.......................59.0
X           0 250,191 38,527
(5) JIM ARMSTRONG........................................................................
SECRETARY/TREASURER
1.0
.......................0.0
X   X       0 0 0
(6) GLENN MITCH MCCUMBER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(7) J SCOTT BROTHERS........................................................................
VICE CHAIR
1.0
.......................0.0
X   X       0 0 0
(8) GLENN BROWN........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(9) MARK WILLIAMS........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(10) JAMES FLEISCHAKER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(11) PAULA F BAKER........................................................................
PRESIDENT/CEO
54.0
.......................13.5
X   X       1,242,999 0 331,678
(12) LEANNE KAISER CARLSON........................................................................
DIRECTOR BEGINNING 5/14
1.0
.......................0.0
X           0 0 0
(13) STEVE W GRADDY........................................................................
CFO
50.0
.......................10.0
    X       519,614 0 91,767
(14) RICHARD D SCHOOLER........................................................................
EXEC VP & CHIEF OP OFFICER
60.0
.......................0.0
    X       547,744 0 100,077
(15) JOE L KIRK........................................................................
VP ENVIRONMENTAL SRVC END 7/14
40.0
.......................0.0
      X     521,733 0 34,440
(16) MICHAEL J LEONE........................................................................
CONTROLLER
60.0
.......................0.0
      X     280,845 0 54,386
(17) JEFFREY M CARRIER........................................................................
CHIEF CLINICAL OFFICER
60.0
.......................0.0
      X     286,703 0 76,918
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KEVIN P GAUDETTE........................................................................
VP REVENUE CYCLE
60.0
.......................0.0
      X     296,071 0 55,323
(19) WESLEY B BRAMAN........................................................................
VP BUSINESS DEVELOPMENT
60.0
.......................0.0
      X     243,599 0 39,242
(20) SUE A ANNESSER........................................................................
CHIEF INFO OFFICER END 08/14
60.0
.......................0.0
      X     229,645 0 29,367
(21) COLEEN S CAMERON........................................................................
CHIEF NURSING AND REG OFFICER
60.0
.......................0.0
      X     185,146 0 28,688
(22) MARY A FRERER........................................................................
CHIEF HUMAN RESOURCE OFFICER
60.0
.......................0.0
      X     180,161 0 29,231
(23) RAYMOND VETSCH........................................................................
PHYSICIAN
60.0
.......................0.0
        X   1,551,082 0 212,690
(24) THOMAS B COY........................................................................
PHYSICIAN
60.0
.......................0.0
        X   1,446,323 0 39,472
(25) JOSHUA M BALL........................................................................
PHYSICIAN
60.0
.......................0.0
        X   1,298,410 0 43,877
(26) TODD J TWISS........................................................................
PHYSICIAN
60.0
.......................0.0
        X   1,185,233 0 43,591
(27) ROBERT C STAUFFER........................................................................
PHYSICIAN
60.0
.......................0.0
        X   1,185,339 0 35,899






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 12,632,040 250,191 1,339,884
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet271
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
CROTHALL SERVICES GROUP,
 
 
HOUSEKEEPING 5,391,904
GATEWAY EMERGENCY PHYSICIANS LLP,
 
 
EMERGENCY PHYSICIANS 4,673,701
SUPERIOR LINEN SERVICE INC,
 
 
LINEN SERVICE 1,044,469
MORRISON MGT SPECIALISTS INC,
 
 
NUTRITION MANAGEMENT 870,718
CHOICE MARKETING LLC,
 
 
MARKETING 463,583
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet30
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 21,210
d Related organizations...1d  
e Government grants (contributions)1e 440,551
f All other contributions, gifts, grants, and
similar amounts not included above
1f
1,863,234
g Noncash contributions included in lines
1a-1f:$
401,496
h Total. Add lines 1a-1f.......MediumBullet 2,324,995
 Program Service RevenueAmt Business Code
2a PATIENT SERVICES 621990 473,038,163 473,038,163    
b CAFETERIA & VENDING 722210 2,533,565 2,533,565    
c RENT FROM AFFILIATES 531390 117,429 117,429    
d UNRELATED RETAIL PHARMACY 446110 6,814,169   6,814,169  
e UNRELATED LAB SERVICES 621500 351,973   351,973  
f All other program service revenue . 19,938,397 14,822,625 5,115,772  
g Total. Add lines 2a–2f........MediumBullet 502,793,696
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,854,377     2,854,377
4 Income from investment of tax-exempt bond proceeds..MediumBullet 221,813     221,813
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 2,342,391  
b Less: rental expenses 517,191  
c Rental income or (loss) 1,825,200 0
d Net rental income or (loss).......MediumBullet 1,825,200     1,825,200
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7,338,203 17,415
b Less: cost or other basis and sales expenses 4,870,279 6,552
c Gain or (loss) 2,467,924 10,863
d Net gain or (loss)..........MediumBullet 2,478,787     2,478,787
8a Gross income from fundraising events (not including
$ 21,210
of contributions reported on line 1c). See Part IV, line 18 ..
a 336,326
b Less: direct expenses ...b 234,823
c Net income or (loss) from fundraising events..MediumBullet 101,503   101,503
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 643,426
b Less: cost of goods sold ..b 368,546
c Net income or (loss) from sales of inventory..MediumBullet 274,880     274,880
Miscellaneous Revenue Business Code
11a GAIN ON EXTINGUISHMENT OF DEBT 900099 -512,520     -512,520
b INSURANCE SETTLEMENT 900099 919,722     919,722
c INVESTMENT IN SUBSIDIARY 900099 1,972,741   97,341 1,875,400
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 2,379,943
12 Total revenue. See Instructions......MediumBullet 515,255,194 490,511,782 12,379,255 10,039,162
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 5,515,447 5,515,447
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 237,188 237,188
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0  
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 7,180,199 1,774,822 5,405,377  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 979,482 979,482    
7 Other salaries and wages .... 200,413,250 175,042,519 25,009,871 360,860
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,797,094 2,505,285 291,809  
9 Other employee benefits ....... 23,471,269 21,154,210 2,317,059  
10 Payroll taxes ........... 12,076,192 10,816,336 1,259,856  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 328,098   328,098  
c Accounting ........... 337,219   337,219  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 334,239   334,239  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 34,636,796 21,719,800 12,870,831 46,165
12 Advertising and promotion .... 1,208,943 1,029,427 160,053 19,463
13 Office expenses ....... 16,364,609 12,490,229 3,722,386 151,994
14 Information technology ...... 542,920 4,930 537,990  
15 Royalties .. 0      
16 Occupancy ........... 8,800,053 7,236,384 1,563,669  
17 Travel ............ 786,385 636,701 144,416 5,268
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 783,160 572,025 203,883 7,252
20 Interest ........... 5,132,786 4,470,736 662,050  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 16,652,125 14,504,258 2,147,867  
23 Insurance .............. 7,562,005 3,843,927 3,718,078  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES & DRUGS 88,887,724 88,887,724    
b BAD DEBT 44,949,296 44,949,296    
c PROVIDER TAXES & FEES 14,073,693 14,073,693    
d TAXES, LICENSES, FEES 476,332 276,135 197,879 2,318
e All other expenses 230,377 162 230,215  
25 Total functional expenses. Add lines 1 through 24e 494,756,881 432,720,716 61,442,845 593,320
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,435,804 1 13,928,616
2 Savings and temporary cash investments ......... 28,900,003 2 19,960,350
3 Pledges and grants receivable, net ........... 6,231,618 3 3,219,320
4 Accounts receivable, net ............. 62,579,519 4 60,272,467
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
1,657 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 484,740 7 285,484
8 Inventories for sale or use .............. 8,472,791 8 8,002,879
9 Prepaid expenses and deferred charges .......... 2,619,346 9 3,137,472
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 345,547,179
b Less: accumulated depreciation ..... 10b 204,126,389 140,585,929 10c 141,420,790
11 Investments—publicly traded securities .......... 126,868,251 11 154,398,383
12 Investments—other securities. See Part IV, line 11 ..... 2,495,171 12 2,585,819
13 Investments—program-related. See Part IV, line 11 ..... 2,168,141 13 2,239,710
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 5,496,451 15 5,824,537
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 390,339,421 16 415,275,827
Liabilities 17 Accounts payable and accrued expenses ......... 45,248,579 17 53,023,993
18 Grants payable ................. 0 18 1,000,000
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 127,944,665 20 122,864,983
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,285,798 23 838,470
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 29,508,576 25 30,594,395
26 Total liabilities. Add lines 17 through 25......... 203,987,618 26 208,321,841
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 177,752,326 27 201,344,040
28 Temporarily restricted net assets ........... 8,599,477 28 5,609,946
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 186,351,803 33 206,953,986
34 Total liabilities and net assets/fund balances ........ 390,339,421 34 415,275,827
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
515,255,194
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
494,756,881
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
20,498,313
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
186,351,803
5
Net unrealized gains (losses) on investments ...............
5
2,819,523
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,715,653
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
206,953,986
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
39,465
j
Total. Add lines 1c through 1i ...............................
39,465
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1(I) OTHER LOBBYING ACTIVITIES: THE ORGANIZATION PAYS DUES TO THE MISSOURI HOSPITAL ASSOCIATION (MHA), THE AMERICAN HOSPITAL ASSOCIATION (AHA), AND THE SAFETY NET HOSPITALS FOR PHARMACEUTICAL ACCESS (SNHPA). A PORTION OF THESE DUES, TOTALING 39,465, ARE ATTRIBUTABLE TO LOBBYING PURPOSES.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 3,859,359 7,656,289 11,515,648
b Buildings ................   155,830,410 86,184,915 69,645,495
c Leasehold improvements ............   3,716,279 2,419,311 1,296,968
d Equipment ................   154,419,067 109,530,019 44,889,048
e Other .................   20,065,775 5,992,144 14,073,631
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 141,420,790
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
EST SELF INSURANCE COST 15,775,804
EST REG SETTLEMENT 8,910,646
DUE TO 3RD PARTY 5,907,945






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 30,594,395
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 470,281,150
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 2,819,523
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -47,874,292
e Add lines 2a through 2d ..................... 2e -45,054,769
3 Subtract line 2e from line 1..................... 3 515,335,919
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -80,725
c Add lines 4a and 4b....................... 4c -80,725
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 515,255,194
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 446,790,792
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 1,120,560
e Add lines 2a through 2d...................... 2e 1,120,560
3 Subtract line 2e from line 1..................... 3 445,670,232
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 137,353
b Other (Describe in Part XIII.) ............ 4b 48,949,296
c Add lines 4a and 4b....................... 4c 49,086,649
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 494,756,881
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART XI, LINE 2D OTHER REVENUE ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12: $ (44,949,296) BAD DEBT EXPENSE (4,000,000) GRANTS PAID 1,332,430 NET ASSETS RELEASED FROM RESTRICTION (120,073) CONSOLIDATION OF FHS HOLDINGS (137,353) INVESTMENT FEES ---------------- $ (47,874,292)
SCHEDULE D, PART XI, LINE 4B OTHER REVENUE ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 1,159,908 TEMPORARILY RESTRICTED CONTRIBUTIONS (517,191) RENTAL EXPENSES (368,546) COST OF GOODS SOLD (234,823) SPECIAL EVENTS EXPENSE (120,073) FHS HOLDINGS REVENUE ---------------- $ (80,725)
SCHEDULE D, PART XII, LINE 2D OTHER EXPENSES ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25: $ 517,191 RENTAL EXPENSES 368,546 COST OF GOODS SOLD 234,823 SPECIAL EVENTS EXPENSE --------------- $ 1,120,560
SCHEDULE D, PART XII, LINE 4B OTHER EXPENSES ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: $ 44,949,296 BAD DEBT EXPENSE 4,000,000 GRANTS PAID -------------- $ 48,949,296
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

JEWELRY SALE
(event type)
(b) Event #2

SHOE SALE
(event type)
(c) Other events

12
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 96,652 42,857 218,027 357,536
2 Less: Contributions . .     21,210 21,210
3 Gross income (line 1
minus line 2) . . .
96,652 42,857 196,817 336,326
VerticalDirectExpenses 4 Cash prizes . . .     2,400 2,400
5 Noncash prizes . .     1,750 1,750
6 Rent/facility costs . .     6,945 6,945
7 Food and beverages .     530 530
8 Entertainment . . .        
9 Other direct expenses . 69,761 33,943 119,494 223,198
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 234,823
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 101,503
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    13,531,735   13,531,735 3.010 %
b Medicaid (from Worksheet 3,
column a) ....
    60,468,589 44,551,101 15,917,488 3.540 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    74,000,324 44,551,101 29,449,223 6.550 %
Other Benefits
    670,200 281,330 388,870 0.090 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    588,603   588,603 0.130 %
g Subsidized health services
(from Worksheet 6) ..
    29,035,888 18,298,884 10,737,004 2.390 %
h Research (from Worksheet 7)     707,133   707,133 0.160 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    5,669,917   5,669,917 1.260 %
j Total. Other Benefits ..     36,671,741 18,580,214 18,091,527 4.030 %
k Total. Add lines 7d and 7j .     110,672,065 63,131,315 47,540,750 10.580 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development     70,000      
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other     14,718      
10 Total     84,718      
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
44,949,296
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
2,741,901
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
119,352,520
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
111,934,639
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
7,417,881
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1FREEMAN SURGICAL CTR
 
AMBULATORY SURGERY CENTER 52.329 %   36.541 %
2HEARTLAND KIDNEYDIA
 
DIALYSIS CENTER 25.000 %   56.250 %
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 FREEMAN HEALTH SYSTEM
1102 W 32ND ST
JOPLIN,MO64804
HTTP://WWW.FREEMANHEALTH.COM/
418-20
X X   X     X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
FREEMAN HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): HTTP://WWW.FREEMANHEALTH.COM
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FREEMAN HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

FREEMAN HEALTH SYSTEM
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SCHEDULE H, PART V, SECTION A HOSPITAL FACILITIES: PURSUANT TO REG. 1.501(R)-1(B)(17), FREEMAN HEALTH SYSTEM CONSISTS OF TWO HOSPITALS OPERATED UNDER A SINGLE LICENSE ISSUED BY THE STATE OF MISSOURI. AS SUCH, A SINGLE HOSPITAL FACILITY IS BEING REPORTED. THE SECOND LOCATION IS KNOWN AS FREEMAN HEALTH SYSTEM EAST AND IS LOCATED AT 932 EAST 34TH STREET, JOPLIN, MO 64804.
SCHEDULE H, PART V, SECTION B, LINE 5 COMMUNITY INPUT INTERVIEWING KEY INFORMANTS (COMMUNITY STAKEHOLDERS THAT REPRESENT THE BROAD INTERESTS OF THE COMMUNITY WITH KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH) IS A TECHNIQUE EMPLOYED TO ASSESS PUBLIC PERCEPTIONS OF THE COUNTY'S HEALTH STATUS AND UNMET NEEDS. THESE INTERVIEWS ARE INTENDED TO ASCERTAIN OPINIONS AMONG INDIVIDUALS LIKELY TO BE KNOWLEDGEABLE ABOUT THE COMMUNITY AND INFLUENTIAL OVER THE OPINIONS OF OTHERS ABOUT HEALTH CONCERNS IN THE COMMUNITY. INTERVIEWS WITH 25 KEY INFORMANTS WERE CONDUCTED OVER NINE DATES IN JULY, AUGUST AND SEPTEMBER 2012. INFORMANTS WERE DETERMINED BASED ON THEIR A) SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, B) THEIR AFFILIATION WITH LOCAL GOVERNMENT, SCHOOLS AND INDUSTRY OR C) THEIR INVOLVEMENT WITH UNDERSERVED AND MINORITY POPULATIONS. A REPRESENTATIVE FROM THE HOSPITAL CONTACTED ALL INDIVIDUALS NOMINATED FOR INTERVIEWING. IF THE RESPECTIVE KEY INFORMANT AGREED TO AN INTERVIEW, AN INTERVIEW TIME AND PLACE WAS SCHEDULED. MOST OF THE INTERVIEWS WERE CONDUCTED AT FREEMAN BUSINESS CENTER. IN SOME INSTANCES, INTERVIEWS WERE CONDUCTED OVER THE PHONE. ALL INTERVIEWS WERE CONDUCTED USING A STANDARD QUESTIONNAIRE. A SUMMARY OF THEIR OPINIONS IS REPORTED WITHOUT JUDGING THE TRUTHFULNESS OR ACCURACY OF THEIR REMARKS. COMMUNITY LEADERS PROVIDED COMMENTS ON THE FOLLOWING ISSUES: -HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE COMMUNITY -BARRIERS TO IMPROVING HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE COMMUNITY -OPINIONS REGARDING THE IMPORTANT HEALTH ISSUES THAT AFFECT NEWTON AND MCDONALD COUNTY RESIDENTS AND THE TYPES OF SERVICES THAT ARE IMPORTANT FOR ADDRESSING THESE ISSUES -DELINEATION OF THE MOST IMPORTANT HEALTH CARE ISSUES OR SERVICES DISCUSSED AND ACTIONS NECESSARY FOR ADDRESSING THOSE ISSUES INTERVIEW DATA WAS INITIALLY RECORDED IN NARRATIVE FORM. THEMES IN THE DATA WERE IDENTIFIED AND REPRESENTATIVE QUOTES HAVE BEEN DRAWN FROM THE DATA TO ILLUSTRATE THE THEMES. INFORMANTS WERE ASSURED THAT PERSONAL IDENTIFIERS SUCH AS NAME OR ORGANIZATIONAL AFFILIATIONS WOULD NOT BE CONNECTED IN ANY WAY TO THE INFORMATION PRESENTED IN THE REPORT. THEREFORE, QUOTES INCLUDED IN THE REPORT MAY HAVE BEEN ALTERED SLIGHTLY TO PRESERVE CONFIDENTIALITY. THIS TECHNIQUE DOES NOT PROVIDE A QUANTITATIVE ANALYSIS OF THE LEADERS' OPINIONS, BUT REVEALS COMMUNITY INPUT FOR SOME OF THE FACTORS AFFECTING THE VIEWS AND SENTIMENTS ABOUT OVERALL HEALTH AND QUALITY OF LIFE WITHIN THE COMMUNITY. THE ORGANIZATION INTERVIEWED THE FOLLOWING COMMUNITY MEMBERS: BARBIE BILTON, EXECUTIVE DIRECTOR, JOPLIN COMMUNITY CLINIC REBA SNAVELY, HR DIRECTOR, CITY OF JOPLIN CINDY KATCHUM, BENEFITS MANAGER, THE INSURANCE CENTER DAVID MCMILIN, BUSINESS OFFICE DIRECTOR, OZARK CHRISTIAN COLLEGE DEAN WILLIS, ALLGEIER MARTIN JOHN JOINES, CEO, ECONOMIC SECURITY CORP. OF SW AREA KEITH STAMMER, EMERGENCY MANAGEMENT DIRECTOR, EMERGENCY MANAGEMENT PHIL COOK, SUPERINTENDENT, CARL JUNCTION SCHOOL DISTRICT DEBBIE DUTCH KELLY, HR DIRECTOR, MISSOURI SOUTHERN UNIVERSITY MICHELE DUCRE, REGIONAL DEVELOPMENT DIRECTOR, COMMUNITY FOUNDATION OF THE OZARKS SHARA GAMBLE, HR DIRECTOR, TAMKO BUILDING PRODUCTS DON MCBRIDE, CEO, ACCESS FAMILY CARE LISA OLLIGES, REPORTER, KOAM TV BILL WHITE, STATE REPRESENTATIVE, DISTRICT 129 ANNETTE THURSDON, EXECUTIVE DIRECTOR, RONALD MCDONALD HOUSE DAVID POWELL, OWNER, BENEFITS MANAGEMENT RANDY KRAFT, OWNER, KRAFT INSURANCE SUSAN VERSLUIS, HR DIRECTOR, K & S WIRE GARY ROARK, DIRECTOR, NEWTON COUNTY EMERGENCY MANAGEMENT GIB GARROW, NEOSHO CHAMBER TODD DECKER, PASTOR, FREEMAN PASTORAL CARE PHIL WILCOXON, CEO, OZARK CENTER DAN PEKAREK, DIRECTOR, JOPLIN HEALTH DEPARTMENT ROBERT POOLE, DIRECTOR OF ADMISSIONS, CHC OF SE KS NEAL MCDONALD, CONTROLLER, O & F MACHINE IN ADDITION TO THE INTERVIEWS CONDUCTED, FREEMAN HEALTH SYSTEM CIRCULATED A COMMUNITY HEALTH INPUT QUESTIONNAIRE THAT GATHERED A WIDE RANGE OF INFORMATION WHICH WAS WIDELY DISTRIBUTED TO MEMBERS OF THE COMMUNITY. THE COMMUNITY HEALTH QUESTIONNAIRE BROAD SURVEY WAS INTENDED TO GATHER INFORMATION REGARDING THE OVERALL HEALTH OF THE COMMUNITY. THE RESULTS ARE INTENDED TO PROVIDE INFORMATION ON DIFFERENT HEALTH AND COMMUNITY FACTORS. REQUESTED COMMUNITY INPUT INCLUDED DEMOGRAPHICS AND SOCIOECONOMIC CHARACTERISTICS, BEHAVIORAL RISK FACTORS, HEALTH CONDITIONS AND ACCESS TO HEALTH RESOURCES.
SCHEDULE H, PART V, SECTION B, LINE 6A HOSPITAL FACILITIES INCLUDED IN CHNA PURSUANT TO REG. 1.501(R)-1(B)(17), THE COMMUNITY HEALTH NEEDS ASSESSMENT SERVED BOTH FREEMAN HEALTH SYSTEM WEST AND FREEMAN HEALTH SYSTEM EAST AS THE HOSPITALS OPERATE TOGETHER AS ONE UNIT AND UNDER ONE STATE LICENSE.
SCHEDULE H, PART V, SECTION B, LINE 11 ADDRESSING IDENTIFIED NEEDS ANALYSIS OF THE NEEDS ASSESSMENT RESULTED IN THE IDENTIFICATION OF FOUR FOCUS AREAS-HEART DISEASE, OBESITY, CANCER, AND A SHORTAGE OF PHYSICIANS AND HEALTH PROFESSIONALS. FOCUS AREA: HEART DISEASE OBJECTIVE: REDUCE PREVALENCE OF CORONARY HEART DISEASE AND INCREASE AWARENESS OF PREVENTION AND RISK FACTORS STRATEGIES: A. CONTINUALLY EXAMINE THE LATEST MEDICAL STUDIES TO PROVIDE PATIENTS THE MOST UP-TO-DATE INFORMATION AND RESEARCH THROUGH CLINICAL TRIALS. B. CONTINUE TO DEVELOP PROCESSES TO REDUCE EVEN FURTHER DOOR-TO-BALLOON TIME-THE TIME IT TAKES TO RESTORE BLOOD FLOW TO THE HEART, MEASURED FROM THE MOMENT THE PATIENT ENTERS THE EMERGENCY ROOM TO THE TIME HE OR SHE UNDERGOES BALLOON ANGIOPLASTY IN THE CATHETERIZATION LAB. C. PROVIDE EDUCATION TO EMERGENCY MEDICAL TECHNICIANS EMPLOYED BY AREA LAND AND AIR AMBULANCE SERVICES TO ILLUSTRATE HOW THEIR EFFORTS TO REDUCE TRANSPORT TIME CAN HELP SAVE LIVES. D. EXPAND OUTREACH CLINICS TO SERVE MIAMI, OKLAHOMA, EXTENDING HEART CARE SERVICES TO THOSE IN ADDITIONAL OUTLYING COMMUNITIES. E. OFFER LOW-COST HEALTH SCREENINGS THROUGHOUT THE YEAR THAT CAN DETECT A WIDE RANGE OF CONDITIONS, INCLUDING HEART DISEASE AND VASCULAR CONCERNS. F. EVALUATE THE PROBABILITY OF PURCHASING A MOBILE STRESS-TEST UNIT, WHICH IMPROVES WELLNESS BY MAKING IT MORE CONVENIENT FOR PEOPLE TO OBTAIN PREVENTION AND DETECTION SERVICES. FOCUS AREA: OBESITY OBJECTIVE: DECREASE RATE OF OBESE CHILDREN AND ADULTS WHILE PROMOTING AWARENESS ABOUT THE IMPORTANCE OF GOOD NUTRITION AND REGULAR PHYSICAL ACTIVITY STRATEGIES: A. PROVIDE CONTINUED PARTNERSHIP AND SUPPORT TO JOPLIN FAMILY Y SOUTH AND FREEMAN SOUTHWEST FAMILY Y IN NEOSHO. B. HOST FREEMAN FAMILY 5K RUN, A PUBLIC EVENT THAT ENCOURAGES FAMILIES TO PARTICIPATE IN PHYSICAL ACTIVITIES TOGETHER. C. PROVIDE FREEMAN FARMERS MARKET JUNE THROUGH OCTOBER TO GIVE THE COMMUNITY ACCESS TO FRESH, NUTRITIOUS LOCALLY GROWN PRODUCE. D. INCREASE THE AMOUNT OF LOCALLY AND REGIONALLY GROWN FOODS SERVED WITHIN THE HEALTH SYSTEM AND MAXIMIZE AVAILABILITY OF NUTRITIOUS FOOD OPTIONS ON THE MENU, INCLUDING WHOLE GRAINS, FRUITS, AND VEGETABLES TO ENCOURAGE PATIENTS, EMPLOYEES, AND VISITORS TO MAKE HEALTHY DIETARY CHOICES. FOCUS AREA: CANCER OBJECTIVE: REDUCE PREDOMINANCE OF CANCER AMONG OUR POPULATION BY IMPROVING OUTCOMES AND INCREASING AWARENESS THROUGH SCREENINGS AND EDUCATION STRATEGIES: A. PROVIDE ASSISTANCE FOR PATIENTS WHO CAN'T AFFORD CANCER MEDICATIONS BY IDENTIFYING AVAILABLE FUNDING RESOURCES. B. OFFER OUTREACH CLINIC IN GROVE, OKLAHOMA, EXTENDING CANCER CARE SERVICES TO THOSE IN ADDITIONAL OUTLYING COMMUNITIES. C. PROVIDE OFFICE SPACE FOR AMERICAN CANCER SOCIETY TO ASSIST PATIENTS IN OBTAINING SERVICES TO HELP EASE THEIR BURDEN AND PROVIDE RELIEF. D. PROMOTE HELPING FRIENDS MAMMOGRAM FUND, WHICH PROVIDES MAMMOGRAMS FOR WOMEN WHO LACK HEALTH INSURANCE OR SUFFICIENT FINANCIAL RESOURCES. E. ENFORCE TOBACCO-FREE POLICY ON ALL FREEMAN CAMPUSES, OFFER SMOKING CESSATION CLASSES PERIODICALLY THROUGHOUT THE YEAR, AND HOST COURSES THAT ENCOURAGE PARENTS TO REFRAIN FROM SMOKING AROUND THEIR CHILDREN. FOCUS AREA: SHORTAGE OF PHYSICIANS AND HEALTH PROFESSIONALS OBJECTIVE: INCREASE ACCESS TO PRIMARY CARE PHYSICIANS BY ENHANCING RECRUITMENT AND RETENTION EFFORTS OF HEALTH PROFESSIONALS STRATEGIES: A. CONTINUE TO INVEST A MINIMUM OF $1MILLION PER YEAR TO RECRUIT PHYSICIANS AND HELP THEM START PRACTICES. B. PROMOTE AVAILABILITY OF FREEMAN URGENT CARE TO OFFER PATIENTS TREATMENT BY BOARD CERTIFIED PHYSICIANS, X-RAYS, REFERRALS, AND OTHER SERVICES THROUGH CONVENIENT WALK-IN CLINICS SEVEN DAYS A WEEK. C. OFFER GRADUATE MEDICAL EDUCATION RESIDENCY PROGRAMS IN INTERNAL MEDICINE, EMERGENCY MEDICINE, AND OTOLARYNGOLOGY, AS WELL AS A PSYCHIATRIC RESIDENCY PROGRAM TO TRAIN AND EXPOSE FUTURE HEALTHCARE PROVIDERS TO OUR COMMUNITY. D. SECURE AND IMPLEMENT A GRANT THAT FUNDS FOUR ADDITIONAL INTERNAL MEDICINE RESIDENCY POSITIONS. E. UTILIZE A START GRANT TO ENSURE THAT NEW NURSES GET THE SUPPORT NEEDED TO EXPERIENCE SUCCESS ON THE JOB.
SCHEDULE H, PART V, SECTION B, LINE 13H BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ALSO USES FAMILY SIZE IN THE DETERMINATION OF AMOUNTS CHARGED TO PATIENTS.
SCHEDULE H, PART V, SECTION B, LINES 16A & 16B THE FINANCIAL ASSISTANCE POLICY AND APPLICATION FORM ARE AVAILABLE AT THE FOLLOWING WEBSITE: https://www.freemanhealth.com/patients-guests/billing-insurance/payment-op tions
SCHEDULE H, PART V, SECTION B, LINE 22D MAXIMUM AMOUNTS CHARGED TO FAP-ELIGIBLE INDIVIDUALS THE HOSPITAL USED A LOOK BACK METHOD AND THE MEDIAN NEGOTIATED COMMERCIAL INSURANCE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?28
Name and address Type of Facility (describe)
1 FREEMAN CANCER INSTITUTE
3415 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
2 FREEMAN MIDWEST ORTHOPAEDIC SURGERY
3105 MCCLELLAND BLVD
JOPLIN,MO64804
MEDICAL SERVICES
3 FREEMAN WOMEN'S CENTER
1532 W 32ND ST
JOPLIN,MO64804
MEDICAL SERVICES
4 URGENT CARE - JOPLIN
1130 E 32ND ST
JOPLIN,MO64804
MEDICAL SERVICES
5 FREEMAN WOUND CARE & HOME CARE
3315 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
6 OCCUMED - JOPLIN
3201 MCCLELLAND BLVD
JOPLIN,MO64804
MEDICAL SERVICES
7 CH BENTLAGE MEDICAL CENTER
3202 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
8 MEDICAL OFFICE BUILDING
336 S JEFFERSON
NEOSHO,MO64580
MEDICAL SERVICES
9 FREEMAN CHILDREN'S CLINIC
1030 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
10 REHABILITATION & SPORTS CENTER
2206 E 32ND STREET
JOPLIN,MO64804
MEDICAL SERVICES
11 URGENT CARE - WEBB CITY
1010 S MADISON
WEBB CITY,MO64870
MEDICAL SERVICES
12 FREEMAN NEUROSPINE
1905 W 32ND ST
JOPLIN,MO64804
MEDICAL SERVICES
13 FREEMAN EAR NOSE AND THROAT CENTER
1331 W 32ND ST
JOPLIN,MO64804
MEDICAL SERVICES
14 JOPLIN UROLOGYPHYSICIAN OFFICES
3302 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
15 FREEMAN SLEEP CENTERGERIATRIC CARE
931 E 32ND ST
JOPLIN,MO64804
MEDICAL SERVICES
16 HIGGINS MEDICAL BUILDING
1020 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
17 FREEMAN PROFESSIONAL CENTER
3333 MCINTOSH
JOPLIN,MO64804
MEDICAL SERVICES
18 FREEMAN CLINIC OF ANDERSON
510 PARK ST
ANDERSON,MO64831
MEDICAL SERVICES
19 PAIN MANAGMENT CENTER
3103 MCCLELLAND BLVD
JOPLIN,MO64804
MEDICAL SERVICES
20 DAVID A BALL MEDICAL BUILDING
1111 MCINTOSH CIRCLE DRIVE
JOPLIN,MO64804
MEDICAL SERVICES
21 FREEMAN MEDICAL PLAZA I
702 E 34TH ST
JOPLIN,MO64804
MEDICAL SERVICES
22 FREEMAN CLINIC OF CARTHAGE
719 W CENTENNIAL
CARTHAGE,MO64836
MEDICAL SERVICES
23 FREEMAN CLINIC OF BAXTER SPRINGS
322 E 11TH ST
BAXTER SPRINGS,KS66713
MEDICAL SERVICES
24 OCCUMED - CARTHAGE SPECIALTY CLINIC
1500 S CASE ST
CARTHAGE,MO64836
MEDICAL SERVICES
25 FREEMAN HEART & VASCULAR INSTITUTE
1101 E 13TH STREET SUITE A B C
GROVE,OK74344
MEDICAL SERVICES
26 FREEMAN HEART & VASCULAR INSTITUTE
30 B STREET SW
MIAMI,OK74354
MEDICAL SERVICES
27 FREEMAN CARL JUNCTION FAMILY MEDICINE
104 S MAIN STREET
JOPLIN,MO64834
MEDICAL SERVICES
28 SENECA FAMILY MEDICINE
1606 OLIVE
SENECA,MO64865
MEDICAL SERVICES
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization 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.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 7, COLUMN F PERCENT OF TOTAL EXPENSE TO ARRIVE AT THE PERCENT OF TOTAL EXPENSES, THE DENOMINATOR WHICH EQUALS TOTAL OPERATING EXPENSES PER PART IX, LINE 25 OF THE FORM 990, WAS REDUCED BY BAD DEBT EXPENSE OF $44,949,296.
SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY THE COST TO CHARGE RATIO CALCULATED ON IRS WORKSHEET 2 WAS USED IN THE CALCULATION OF COST ON IRS WORKSHEETS 1 AND 3. WORKSHEET 6 USED COST TO CHARGE RATIOS COMPUTED INTERNALLY FOR EACH SERVICE.
SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES THE ORGANIZATION HAS INCLUDED COSTS ASSOCIATED WITH ITS PHYSICIAN SERVICES IN THE CALCULATION OF SUBSIDIZED SERVICES ON LINE 7G. FREEMAN HEALTH SYSTEM PROVIDES PHYSICIAN SERVICES TO ITS SURROUNDING COMMUNITIES. IF FREEMAN HEALTH SYSTEM WAS TO CEASE OFFERING THESE SERVICES, A SHORTAGE OF QUALITY MEDICAL CARE WILL RESULT. FREEMAN HEALTH SYSTEM CONTINUES TO PROVIDE THESE SERVICES AS A BENEFIT TO THE COMMUNITY DESPITE KNOWING THAT FINANCIAL SHORTFALLS WILL BE SUSTAINED.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES THE ECONOMIC DEVELOPMENT EXPENSES NOTED IN PART II RELATES TO FREEMAN'S CONTRIBUTION TO THE JOPLIN BUSINESS AND INDUSTRIAL DEVELOPMENT CORPORATION WHICH SUPPORTS THE ECONOMIC DEVELOPMENT EFFORTS IN THE JOPLIN AREA. IN ADDITION, OTHER EXPENSES ARE INCURRED BY THE ORGANIZATION'S EMPLOYEES AS A RESULT OF THEIR INVOLVEMENT IN THE COMMUNITY. FREEMAN HEALTH SYSTEM ENCOURAGES ITS EMPLOYEES TO BE INVOLVED IN THE COMMUNITY AS SUCH INVOLVEMENT PROVIDES THE COMMUNITY A UNIQUE HEALTH CARE PERSPECTIVE AND PROVIDES THE ORGANIZATION A VOICE TO PROMOTE THE HEALTH AND WELLNESS INITIATIVES OF THE ORGANIZATION.
SCHEDULE H, PART III, SECTION A, LINES 2, 3 & 4 BAD DEBT EXPENSE METHODOLOGY THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. IT DOES, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE. THAT FOOTNOTE READS AS FOLLOWS: ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HEALTH SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HEALTH SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR UNCOLLECTIBLE ACCOUNTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYER HAS NOT YET PAID, OR FOR PAYERS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HEALTH SYSTEM RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED OR PROVIDED BY POLICY) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE ORGANIZATION CALCULATED BAD DEBT USING THE AMOUNTS CALCULATED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED USING INTERNAL PATIENT DEMOGRAPHICS, AS WELL AS, CORE BASED STATISTICAL AREA AND POVERTY LIMIT DEMOGRAPHIC INFORMATION OBTAINED THROUGH THE US CENSUS BUREAU.
SCHEDULE H, PART III, SECTION B, LINE 8 COMMUNITY BENEFIT SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX-EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
SCHEDULE H, PART III, SECTION C, LINE 9B COLLECTION POLICY FREEMAN HEALTH SYSTEM'S COLLECTION POLICY STATES THAT ANY AMOUNT NOT ADJUSTED FOR FINANCIAL ASSISTANCE DUE TO A PARTIAL 50% ADJUSTMENT OR 75% ADJUSTMENT WILL FOLLOW ITS NORMAL COLLECTION PROCESS. FREEMAN HEALTH WILL CONTINUE TO BILL THE PATIENT FOR 120 DAYS FROM FIRST STATEMENT, IF NO ARRANGEMENTS ARE MADE TO SATISFY THE REMAINING BALANCE WITH A PAYMENT IN FULL OR PAYMENT PLAN, THE ACCOUNT WILL AUTOMATICALLY ROLL TO ITS EXTERNAL AGENCY.
SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT: IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT DESCRIBED IN PART V, SECTION B, FREEMAN REVIEWS STUDIES AND ASSESSMENTS FROM JOPLIN HEALTH DEPARTMENT AND OTHER LOCAL GOVERNMENTAL AGENCIES TO ASSESS COMMUNITY NEEDS, INCORPORATING THIS INFORMATION INTO THE FREEMAN STRATEGIC PLAN AND MONITORING THE EDUCATIONAL AND OUTREACH PROGRAMS PROVIDED IN THE COMMUNITY. FREEMAN ALSO WORKS WITH THE COMMUNITY HEALTH COLLABORATIVE, WHICH DEVELOPED A PRIORITIZED LISTING OF COMMUNITY HEALTH ISSUES USING TOOLS PROVIDED BY THE MISSOURI DEPARTMENT OF HEALTH AND SENIOR SERVICES. FURTHERMORE, TO FIND OUT WHAT PATIENTS THINK OF THE SERVICE THEY RECEIVE, FREEMAN WORKS WITH HEALTHSTREAM RESEARCH, AN INDEPENDENT COMPANY THAT TELEPHONES A REPRESENTATIVE NUMBER OF PATIENTS AT HOME AFTER THEIR DISCHARGE FROM THE HOSPITAL AND ASKS THEM TO RATE FREEMAN IN A VARIETY OF AREAS. RESULTS FROM THESE SURVEYS ARE REFLECTED IN HOSPITAL CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (HCAHPS) SCORES THAT THE FEDERAL GOVERNMENT USES TO EVALUATE FREEMAN SERVICES. FREEMAN USES INFORMATION OBTAINED IN THE HCAHPS SURVEYS TO EVALUATE TRENDS IN PATIENT CARE AND ADDRESS ANY ISSUES DISCOVERED. ADDITIONALLY, FREEMAN SUBSCRIBES TO AND MANAGES A NUMBER OF DATABASE SERVICES TO ANALYZE CONSUMER USE OF FREEMAN PRODUCTS AND SERVICES AND FORMULATE PLANS TO STAY AHEAD OF PATIENT NEEDS, AND FREEMAN PARTNERS WITH THE MISSOURI HOSPITAL ASSOCIATION FOR DATA ASSESSMENT DEMOGRAPHIC INFORMATION, TREND ANALYSIS, AND EDUCATION. FREEMAN SENIOR LEADERS ROUTINELY MAKE APPEARANCES AT COMMUNITY FUNCTIONS, SUCH AS ROTARY INTERNATIONAL AND KIWANIS MEETINGS. THEY INFORM CONSTITUENTS ABOUT HAPPENINGS IN THE HEALTH SYSTEM AND SEEK INPUT FROM AUDIENCE MEMBERS. TO SERVE THE COMMUNITY AND SEEK OUT INFORMATION REGARDING CONSUMER TRENDS AND OPINIONS, FREEMAN SENIOR LEADERS SERVE ON A VARIETY OF BOARDS, COUNCILS, AND COMMITTEES. WHILE PROVIDING LEADERSHIP AND SUPPORT TO THESE ORGANIZATIONS, FREEMAN LEADERS MAKE CONTACT WITH MANY OTHER COMMUNITY LEADERS TO CHECK THE PULSE OF THE COMMUNITY IN TERMS OF HEALTHCARE NEEDS AND OPINION.
SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: FREEMAN HAS STEPPED UP EFFORTS TO COMMUNICATE INFORMATION ABOUT FINANCIAL ASSISTANCE, OR CHARITY CARE, OPTIONS AVAILABLE TO PATIENTS IN MANY WAYS. FREEMAN PUBLISHES COMMUNICATION PIECES ON FINANCIAL SERVICES, INCLUDING A BROCHURE TITLED FINANCIAL SERVICES AND PAYMENT OPTIONS. FREEMAN ALSO INCLUDES MESSAGING ABOUT ITS FINANCIAL ASSISTANCE PROGRAM ON BILLS, STATEMENTS, AND ENVELOPES SENT TO PATIENTS' HOMES AND ON SIGNS POSTED AROUND FREEMAN PATIENT ACCOUNTS AND ADMISSIONS PUBLIC AREAS. FREEMAN HAS ALSO PLACED FINANCIAL ASSISTANCE INFORMATION, INCLUDING A FINANCIAL ASSISTANCE APPLICATION IN ENGLISH AND SPANISH, ON THE FREEMAN WEBSITE. ADDITIONALLY, FREEMAN HAS IMPLEMENTED SEVERAL EDUCATIONAL OPPORTUNITIES TO ENSURE THE COMMUNITY IS AWARE OF ITS FINANCIAL ASSISTANCE PROGRAM. THESE INCLUDE: - FREEMAN ADMISSIONS STAFF MEMBERS PERSONALLY INTERVIEW PATIENTS, BASED ON THE SETTING OF CARE (PRIOR TO SERVICES, AT TIME OF SERVICE, AND AFTER CARE PROVIDED), TO PROVIDE EDUCATION ON AVAILABLE BENEFITS. FREEMAN HELPS UNINSURED AND UNDERINSURED PATIENTS WITH STATE AND FEDERAL ASSISTANCE RESOURCES, AS WELL AS THE FREEMAN FINANCIAL ASSISTANCE PROGRAM. - FREEMAN CONTINUALLY PROVIDES EDUCATION TO EMPLOYEES, FROM CLINICAL STAFF TO VOLUNTEERS, REGARDING ITS FINANCIAL ASSISTANCE POLICY SO THEY CAN HELP CUSTOMERS LEARN ABOUT AVAILABLE RESOURCES. - FREEMAN PROVIDES SYSTEM-WIDE COMMUNICATION, SUCH AS THE DAILY LINEUP NEWSLETTER (REQUIRED READING FOR STAFF MEMBERS AT EVERY LEVEL) AND COMMUNICATION BOARDS POSTED IN ALL DEPARTMENTS, TO REMIND STAFF OF THE FREEMAN FINANCIAL ASSISTANCE POLICY THROUGHOUT THE YEAR. - PATIENTS NEEDING HELP PAYING FOR HEALTHCARE ARE INTERVIEWED THROUGH MEDIASSIST, FREEMAN'S THIRD-PARTY ELIGIBILITY VENDOR. MEDIASSIST ON-SITE STAFF SPECIALIZE IN THE STATE ASSISTANCE APPLICATION PROCESS FOR THE FOUR-STATE AREA (MISSOURI, ARKANSAS, OKLAHOMA, AND KANSAS), AS WELL AS OTHER STATES, BASED ON PATIENTS' NEEDS. MEDASSIST HELPS PATIENTS WITH THE APPLICATION PROCESS VIA FACE-TO-FACE INTERVIEWS, HOME VISITS, AND OVER-THE-PHONE CONVERSATIONS. - FREEMAN WORKS WITH MANY OF OUR COMMUNITY'S EMPLOYERS, SENDING WRITTEN NOTICES TO THEIR BENEFITS DEPARTMENTS EXPLAINING THE FREEMAN FINANCIAL ASSISTANCE ELIGIBILITY PROCESS. FREEMAN ALSO MEETS WITH EMPLOYERS TO ENSURE THEIR EMPLOYEES UNDERSTAND THE AVAILABILITY OF ASSISTANCE OFFERED THROUGH FREEMAN. - IN RESPONSE TO EDUCATION OFFERED ABOUT THE FREEMAN FINANCIAL ASSISTANCE PROGRAM, THE HEALTH SYSTEM RECEIVES REFERRALS FROM PHYSICIANS AND COMMUNITY CLINICS. THIS HELPS PATIENTS ARRANGE FOR MEDICALLY NECESSARY HEALTHCARE PRIOR TO THE TIME SERVICES ARE RENDERED. FREEMAN HEALTH SYSTEM STRONGLY BELIEVES THAT ITS FINANCIAL ASSISTANCE, OR CHARITY CARE, AND THE RELATED COMMUNITY BENEFIT PROVIDED BY SUCH CARE, IS UNDERSTATED ON ITS FINANCIAL STATEMENTS BECAUSE SOME PATIENTS THAT POTENTIALLY QUALIFY FOR FINANCIAL ASSISTANCE DO NOT WISH TO APPLY FOR IT. IN ADDITION, SOME PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE DO NOT RECEIVE FINANCIAL ASSISTANCE BECAUSE THEY REFUSE TO PROVIDE REQUIRED DOCUMENTATION TO PROCESS THE APPLICATION. THUS, FREEMAN'S BAD DEBT INCLUDES A PORTION THAT COULD BE CLASSIFIED AS FINANCIAL ASSISTANCE IF THE APPLICATION FOR FINANCIAL ASSISTANCE HAD BEEN PROPERLY COMPLETED BY THE PATIENT.
SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION: FREEMAN'S COMMUNITY AND ITS PRIMARY SERVICE AREA CONSIST OF A POPULATION OVER 175,000 PEOPLE IN TWO MISSOURI COUNTIES; DUE TO THE EXTENSIVE SERVICE OFFERINGS, THE ORGANIZATION RECOGNIZES A SECONDARY SERVICE AREA THAT INCLUDES NINE ADDITIONAL, LARGELY RURAL COUNTIES IN SOUTHWEST MISSOURI, SOUTHEAST KANSAS AND NORTHEAST OKLAHOMA, WITH A COMBINED POPULATION OVER 240,000. INCOMES AND EDUCATION LEVELS LAG BEHIND NATIONAL AVERAGES, WHILE THE PERCENTAGE OF PEOPLE LIVING IN POVERTY IS HIGHER THAN THE NATIONAL AVERAGE.
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: FREEMAN HEALTH SYSTEM WORKS TO IMPROVE THE HEALTH OF THE COMMUNITY THROUGH A VARIETY OF COMMUNITY SERVICE PROGRAMS BOTH INSIDE AND OUTSIDE THE ORGANIZATION. AS A SYSTEM, FREEMAN PARTICIPATES IN THE JOPLIN AREA CHAMBER OF COMMERCE AS A TOP LEVEL SPONSOR, WITH STAFF MEMBERS SERVING ON A VARIETY OF COMMITTEES AND PARTICIPATING IN LEADERSHIP JOPLIN AND THE YOUNG PROFESSIONALS NETWORK. UNITED WAY OF SOUTHWEST MISSOURI AND SOUTHEAST KANSAS COUNTS ON FREEMAN, AS ONE OF ITS PACESETTER COMPANIES, TO HELP SET THE TONE FOR GIVING IN THE COMMUNITY. FREEMAN PROVIDES FINANCIAL SUPPORT FOR A MANY COMMUNITY SERVICE GROUPS, INCLUDING THE ALZHEIMER'S ASSOCIATION, AMERICAN CANCER SOCIETY, AMERICAN DIABETES ASSOCIATION, AMERICAN HEART ASSOCIATION, BIG BROTHERS/BIG SISTERS OF JASPER & NEWTON COUNTIES, BOYS & GIRLS CLUB OF JOPLIN, CHILDREN'S CENTER OF SOUTHWEST MISSOURI, COMMUNITY BLOOD CENTER OF THE OZARKS, COMMUNITY CLINIC OF JOPLIN, FREEMAN SOUTHWEST FAMILY YMCA IN NEOSHO, JOPLIN FAMILY YMCA, GEORGE A. SPIVA CENTER FOR THE ARTS, LAFAYETTE HOUSE, MARCH OF DIMES, NATIONAL MULTIPLE SCLEROSIS SOCIETY, NEOSHO AREA UNITED FUND, RONALD MCDONALD HOUSE CHARITIES OF THE FOUR STATES, AND MANY OTHER LOCAL, REGIONAL, AND NATIONAL ORGANIZATIONS. SETTING AN EXAMPLE FOR THEIR STAFFS, FREEMAN SENIOR LEADERS SERVE IN VOLUNTARY LEADERSHIP POSITIONS FOR SERVICE/COMMUNITY ORGANIZATIONS SUCH AS COMMUNITY ADVISORY COUNCIL OF MISSOURI FOUNDATION FOR HEALTH, PITTSBURG STATE UNIVERSITY FOUNDATION, RONALD MCDONALD HOUSE CHARITIES OF THE FOUR STATES, TALKINGTON FOUNDATION, MID AMERICA SERVICE SOLUTIONS, ASPIRE OF SOUTHWEST MISSOURI, MISSOURI HOSPITAL ASSOCIATION, VHA MID-AMERICA, BLUE CROSS/BLUE SHIELD OF MISSOURI PHYSICIAN CONSULTATIVE COMMITTEE, JOPLIN METRO EMERGENCY TRANSPORTATION SYSTEM, GEORGE A. SPIVA CENTER FOR THE ARTS, JOPLIN REGIONAL ECONOMIC DEVELOPMENT ASSOCIATION, WILDCAT GLADES CONSERVATION & AUDUBON CENTER, AND UNITED WAY OF SOUTHWEST MISSOURI & SOUTHEAST KANSAS. IN COLLABORATION WITH JOPLIN PUBLIC SCHOOLS, FREEMAN WORKS TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR CHILDREN THROUGH BRIGHT FUTURES, AN INITIATIVE FOCUSED ON IMPROVING THE LIVES OF JOPLIN STUDENTS. FREEMAN PARTICIPATES IN THIS INITIATIVE THROUGH A PARTNERSHIP SUPPORTING VARIOUS SCHOOLS BY HELPING WITH EVENTS, FUNCTIONS AND OTHER NEEDS OF STUDENTS AND TEACHERS. FREEMAN ALSO SPONSORS THE TOGETHER REACHING EVERY KID PROJECT, IN WHICH MEMBERS OF THE COMMUNITY VOLUNTEER THEIR TIME TO TUTOR AND MENTOR STUDENTS AFTER SCHOOL TO IMPROVE STUDENT ACHIEVEMENT IN READING AND MATH. FREEMAN SERVES MORE THAN 1 MILLION MEALS EACH YEAR AND RECOGNIZES THE IMPORTANCE OF PROVIDING WHOLESOME FOODS TO THE COMMUNITY. ESTABLISHING ITS COMMITMENT TO SERVING LOCAL, NUTRITIOUS AND SUSTAINABLE FOOD, FREEMAN BECAME THE FIRST HOSPITAL IN MISSOURI TO SIGN THE HEALTHY FOOD IN HEALTHCARE PLEDGE. THE PLEDGE, PART OF THE NATIONAL HEALTHY FOOD IN HEALTHCARE INITIATIVE DEVELOPED BY THE INSTITUTE FOR AGRICULTURE AND TRADE POLICY AND HEALTH CARE WITHOUT HARM, WAS FREEMAN'S FIRST STEP TOWARD IMPROVING COMMUNITY HEALTH THROUGH FOOD POLICY CHANGE. SINCE SIGNING THE PLEDGE IN 2010, FREEMAN HAS PROMOTED THE AVAILABILITY OF NUTRITIOUS FOODS TO PATIENTS, EMPLOYEES AND VISITORS. FREEMAN RE-SIGNED THE PLEDGE IN APRIL 2012, REAFFIRMING ITS COMMITMENT TO PROVIDING ALTERNATIVES FOR HEALTHY EATING. FREEMAN OPERATES FARMERS MARKETS FIVE-SIX MONTHS A YEAR AT FREEMAN WEST AND FREEMAN EAST. THESE MARKETS PROVIDE THE COMMUNITY WITH OPPORTUNITIES TO BUY FRESH, NUTRITIOUS FRUIT, VEGETABLES, AND OTHER LOCALLY PRODUCED FOODS. FREEMAN HELPS WITH COMMUNITY-BUILDING BY OFFERING SOLUTIONS TO HELP MEET THE NEEDS OF SPECIFIC POPULATIONS, SUCH AS CHILDREN WITH AUTISM, CHILDREN WITH MEDICAL EXPENSES, CHILDREN WHO HAVE EXPERIENCED EMOTIONAL TRAUMA, AND SENIOR CITIZENS. BILL & VIRGINIA LEFFEN CENTER FOR AUTISM, FOR INSTANCE, PROVIDES HOPE FOR CHILDREN WITH AUTISM THROUGH A PRESCHOOL PROGRAM AND SERVICES FOR SCHOOL-AGE CHILDREN. AS A CHILDREN'S MIRACLE NETWORK HOSPITAL, FREEMAN RAISES MONEY TO HELP SICK AND INJURED CHILDREN WITH MEDICAL EXPENSES. AFTER THE MAY 2011 TORNADO, THE COMMUNITY SAW A RISE IN CASES OF CHILD TRAUMA. TO ADDRESS THIS NEED, FREEMAN AND OZARK CENTER, WITH SUPPORT FROM GOV. JAY NIXON AND THE STATE LEGISLATURE, OPENED WILL'S PLACE, A HEALING CENTER FOR KIDS, TO PROVIDE THE COMMUNITY WITH A MUCH-NEEDED CHILD TRAUMA TREATMENT CENTER. TO PROMOTE THE HEALTH OF THE AREA'S GERIATRIC POPULATION, FREEMAN ADVANTAGE OFFERS OPPORTUNITIES FOR LEARNING, TRAVEL, SOCIALIZING, AND HEALTHY LIVING. ADDITIONALLY, MEN AND WOMEN OF ALL AGES AND FROM ALL WALKS OF LIFE PARTICIPATE IN FREEMAN AUXILIARY, AN ORGANIZATION THAT RAISES MONEY FOR HOSPITAL EQUIPMENT, SERVICES, SCHOLARSHIPS, AND COMMUNITY NEEDS. AND, FREEMAN FOUNDATION WORKS WITH THE COMMUNITY TO FIND FUNDING FOR INNOVATIVE, LIFESAVING TECHNOLOGIES AND MEDICAL SERVICES. FREEMAN AUXILIARY WAS NAMED AUXILIARY OF THE YEAR BY THE MISSOURI HOSPITAL ASSOCIATION IN FALL 2014, DUE IN PART TO ITS COMMUNITY OUTREACH PROJECTS. ONE OF FREEMAN'S GOALS IS TO BECOME THE COMMUNITY'S BEST CORPORATE PARTNER. TO ACCOMPLISH THIS, FREEMAN DONATES TIME, RESOURCES, AND FUNDING AS AN ORGANIZATION, WHILE THOSE WORKING AT FREEMAN GIVE BACK TO THE COMMUNITY AS WELL, DONATING MAN-HOURS, MORE THAN 40,000 HOURS LAST YEAR, AND MONEY FOR THE BETTERMENT OF THE COMMUNITY. IN FALL 2014, FREEMAN SPONSORED AND TOOK RESPONSIBILITY FOR ORGANIZING THE JOPLIN CHRISTMAS PARADE. IT WAS A HUGE TASK THAT REQUIRED DOZENS OF FREEMAN VOLUNTEERS AND COUNTLESS MAN-HOURS. THE PARADE GENERATED $2,400 IN REVENUE FROM ENTRY FEES, WHICH WERE DONATED TO THE JOPLIN HUMANE SOCIETY. FREEMAN KICKED IN AN ADDITIONAL $2,600, BRINGING THE TOTAL DONATION TO AN EVEN $5,000.
SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM: FREEMAN HEALTH SYSTEM CONSISTS OF FREEMAN HOSPITAL WEST AND FREEMAN HOSPITAL EAST IN JOPLIN, FREEMAN NEOSHO HOSPITAL, AND OZARK CENTER, WHICH PROVIDES COMPREHENSIVE BEHAVIORAL HEALTH SERVICES. FREEMAN IS NOT AFFILIATED WITH ANOTHER HEALTHCARE SYSTEM.
SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT: FREEMAN HEALTH SYSTEM IS INCORPORATED IN THE STATE OF MISSOURI AND FILES A COMMUNITY BENEFIT REPORT IN MISSOURI.
OTHER INFORMATION FREEMAN PROMOTES THE HEALTH OF THE COMMUNITY THROUGH MANY OUTREACH PROGRAMS. THESE INCLUDE PROGRAMS TO HELP PEOPLE QUIT SMOKING, SUPPORT GROUPS FOR A VARIETY OF ILLNESSES AND CONDITIONS, OZARK CENTER FOR AUTISM, PROGRAMS FOR SENIOR CITIZENS, COMMUNITY HEALTH SCREENINGS, AND MANY MORE. FREEMAN SCREEN TEAM TRAVELS THROUGHOUT THE COMMUNITY, OFFERING LOW-COST HEALTH SCREENINGS TO HELP PEOPLE GET A HANDLE ON THEIR MEDICAL CONDITIONS AND SEEK HELP BEFORE SMALL PROBLEMS BECOME MEDICAL EMERGENCIES. FREEMAN SUPPORT GROUPS OFFER SUPPORT TO PARTICIPANTS AND EDUCATION ON TOPICS SUCH AS AUTISM, DIABETES, STROKE RECOVERY, CANCER RECOVERY, SLEEP DISORDERS, AND ALZHEIMER'S DISEASE. FREEMAN HEALTH SYSTEM WAS RECOGNIZED AS A PLATINUM-LEVEL FIT-FRIENDLY COMPANY BY THE AMERICAN HEART ASSOCIATION. AS A FIT-FRIENDLY COMPANY, FREEMAN SERVES AS AN EXAMPLE OF POSITIVE CHANGE IN THE AMERICAN WORKFORCE BY MAKING EMPLOYEES' HEALTH AND WELLNESS A PRIORITY. IN ADDITION, THE AMERICAN HEART ASSOCIATION AWARDED FREEMAN ITS COMMUNITY INNOVATION AWARD IN RECOGNITION OF THE HEALTH SYSTEM'S TRAIN2RUN COURSE. TRAIN2RUN, A FREEMAN REHABILITATION & SPORTS CENTER PROGRAM, IS A FUNCTIONAL STRENGTH-TRAINING PROGRAM THAT TEACHES EXPERIENCED RUNNERS SMARTER AND MORE EFFICIENT WAYS TO PREPARE FOR RUNNING. TRAIN2RUN TEACHES PARTICIPANTS HOW TO STAY HEALTHY AND INJURY-FREE, SO THEY MAY RUN LONGER AND WITH GREATER SUCCESS. FREEMAN ALSO PROVIDES AUTISM SERVICES TO THE COMMUNITY. PRIOR TO THE OPENING OF OZARK CENTER FOR AUTISM IN FALL 2007, FAMILIES SEEKING TREATMENT FOR CHILDREN WITH AUTISM HAD TWO CHOICES-RELOCATE TO RECEIVE TREATMENT OR GO WITHOUT IT. DEVELOPED IN CONSULTATION WITH THE CLEVELAND CLINIC AUTISM CONSULTING GROUP, BILL & VIRGINIA LEFFEN CENTER FOR AUTISM IS ONE OF ONLY A FEW TREATMENT CENTERS OF ITS CALIBER. OZARK CENTER FOR AUTISM INCLUDES A SPECIAL EDUCATION CENTER, PROVIDING THERAPY SERVICES TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL. OZARK CENTER FOR AUTISM ALSO OFFERS THE AREA'S ONLY AUTISM DIAGNOSTIC TEAM, PROVIDING PARENTS OF CHILDREN ON THE AUTISM SPECTRUM THE OPPORTUNITY TO RECEIVE AN AUTISM DIAGNOSIS WITHOUT HAVING TO TRAVEL HUNDREDS OF MILES AWAY FROM HOME. FREEMAN STAFF MEMBERS, SUCH AS DOCTORS AND NURSES, HELP THE COMMUNITY BY WORKING AT THE COMMUNITY CLINIC OF JOPLIN AND ACCESS FAMILY CARE, ORGANIZATIONS THAT PROVIDE FREE OR LOW-COST HEALTHCARE SERVICES TO INDIGENT PORTIONS OF THE COMMUNITY. DEPENDING ON THE SITUATION, FREEMAN STAFF MEMBERS VOLUNTEER OR FREEMAN PAYS THEM TO WORK FOR THE COMMUNITY THROUGH THESE ORGANIZATIONS. IT IS OFTEN DIFFICULT TO ATTRACT NEW PHYSICIANS TO CITIES LOCATED IN LARGELY RURAL AREAS. ONE WAY FREEMAN HELPS ATTRACT DOCTORS TO JOPLIN IS THROUGH GRADUATE MEDICAL EDUCATION. AS A TEACHING HOSPITAL, FREEMAN BROUGHT ABOUT TWO DOZEN DOCTORS TO ITS CAMPUSES THROUGH THE FREEMAN GRADUATE MEDICAL EDUCATION PROGRAM IN THE 2014-2015 SCHOOL YEAR. MEDICAL STUDENTS AND RESIDENT DOCTORS OFTEN REMAIN IN THE COMMUNITIES IN WHICH THEY TRAINED. THIS COMMUNITY BENEFIT IS VITAL TO THE POPULATION SERVED BY FREEMAN BECAUSE IT IS DIFFICULT AND EXPENSIVE TO ATTRACT AND RECRUIT PHYSICIANS TO WORK IN THE JOPLIN AREA. ADDITIONALLY, FREEMAN REACHES OUT TO YOUNGER STUDENTS AS WELL. THROUGH A SUMMER VOLUNTEER PROGRAM, HIGH SCHOOL STUDENTS SPEND SEVERAL WEEKS AT THE HOSPITALS, WORKING SIDE-BY-SIDE WITH NURSES AND DOCTORS. FREEMAN HEALTH ACADEMY, ON THE OTHER HAND, WORKS WITH MIDDLE SCHOOL STUDENTS TO ENCOURAGE THEM TO GRADUATE FROM HIGH SCHOOL AND HELP THEM CHOOSE COURSES, SUCH AS MATH AND SCIENCE, TO PREPARE THEM FOR FURTHER EDUCATION AND CAREERS IN HEALTHCARE.
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number
43-1704371
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) JOPLIN REGIONAL PARTNERSHIP
320 E 4TH ST
JOPLIN,MO64801
43-1386973 501(C)(3) 70,000       SUPPORT
(2) JOPLIN MEMORIAL RUN
PO BOX 3102
JOPLIN,MO64801
45-4202274 501(C)(3) 15,000       SUPPORT
(3) CROWDER COLLEGE
601 LACLEDE AVE
NEOSHO,MO64850
44-0668521 501(C)(3) 99,845       SUPPORT
(4) MISSOURI SOUTHERN FOUNDATION
3950 E NEWMAN ROAD
JOPLIN,MO64801
43-0907114 501(C)(3) 4,063,500       SUPPORT
(5) COMMUNITY HEALTH CLINIC OF JOPLIN
701 SOUTH JOPLIN AVENUE
JOPLIN,MO64801
43-1643962 501(C)(3) 29,000       SUPPORT
(6) GEORGE A SPIVA CENTER FOR THE ARTS
222 W 3RD STREET
JOPLIN,MO64801
44-6006139 501(C)(3) 16,000       SUPPORT
(7) CARL JUNCTION EDUCATIONAL FOUNDATION

 
 
43-1776822 501(C)(3) 63,494       SUPPORT
(8) OZARK CENTER
1105 E 32ND ST
JOPLIN,MO64804
43-0821959 501(C)(3) 607,384       SUPPORT








2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
8
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) CMN AID TO FAMILIES 832 187,552      
(2) MAMMOGRAMS 13 3,933      
(3) PRESCRIPTION, MEALS, TRANSPORTATION 2044 37,812      
(4) CANCER PATIENT HELP 86 7,603      
(5) DIALYSIS PATIENT ASSISTANCE 3 288      




Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 MONITORING USE OF GRANT FUNDS: OZARK CENTER IS A RELATED ORGANIZATION TO AND WORKS CLOSELY WITH FREEMAN HEALTH SYSTEM TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE THROUGH CARING FOR PATIENTS SUFFERING FROM PSYCHIATRIC, SUBSTANCE ABUSE AND AUTISM SPECTRUM DISORDERS. THIS CLOSE RELATIONSHIP ALLOWS FREEMAN HEALTH SYSTEM TO CLOSELY MONITOR THE USE OF FUNDS. AMOUNTS ARE ALSO CONTRIBUTED TO CROWDER COLLEGE AND THE MISSOURI SOUTHERN FOUNDATION FOR NURSING SCHOLARSHIPS FOR AREA STUDENTS. THE ORGANIZATION IS ABLE TO MONITOR FUNDS BY PROVIDING THESE AMOUNTS DIRECTLY TO THE SCHOOLS, TO BE USED FOR THE DESIGNATED ENROLLED STUDENT RECIPIENTS. OTHER AMOUNTS WERE GIVEN DURING THE YEAR TO LOCAL ORGANIZATIONS. THE USE OF THE FUNDS CAN BE SEEN IN THE COMMUNITY AND CAN BE MONITORED ACCORDINGLY.
SCHEDULE I, PART III GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS: IN FISCAL YEAR 2015, FREEMAN HEALTH SYSTEM PROVIDED ASSISTANCE THROUGH THE FOLLOWING PROGRAMS: *FHS CHILDREN'S MIRACLE NETWORK - $187,552 WAS SPENT HELPING OVER 832 FAMILIES WITH MEDICINE, TRANSPORTATION AND LODGING. *HELPING FRIENDS MAMMOGRAM PROGRAM - $3,933 WAS SPENT TO HELP 13 WOMEN WITH FREE MAMMOGRAPHY. *CHAPLAINS DISCRETIONARY FUND - $37,812 WAS SPENT TO HELP OVER 2,000 WITH PRESCRIPTIONS/FREE MEALS OR TRANSPORTATION HOME. *CANCER PATIENT ASSISTANCE - $7,603 WAS SPENT HELPING 86 CANCER PATIENTS WITH PHARMACY-RELATED EXPENSES. *DIALYSIS PATIENT ASSISTANCE - $288 WAS SPENT HELPING 3 DIALYSIS PATIENTS WITH RELATED EXPENSES.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1LARRY MCINTIRE DODIRECTOR (i)
(ii)
380,767
...............................
0
29,051
...............................
0
0
...............................
0
24,810
...............................
0
905
...............................
0
435,533
...............................
0
0
...............................
0
2JOHN M COX DODIRECTOR (i)
(ii)
871,257
...............................
0
134,844
...............................
0
15,474
...............................
0
7,650
...............................
0
21,346
...............................
0
1,050,571
...............................
0
0
...............................
0
3RODNEY MCFARLAND MDDIRECTOR (i)
(ii)
0
...............................
239,574
0
...............................
10,617
0
...............................
0
0
...............................
25,150
0
...............................
13,377
0
...............................
288,718
0
...............................
0
4PAULA F BAKERPRESIDENT/CEO (i)
(ii)
650,188
...............................
0
247,698
...............................
0
345,113
...............................
0
312,832
...............................
0
18,846
...............................
0
1,574,677
...............................
0
338,726
...............................
0
5JOE L KIRKVP ENVIRONMENTAL SRVC END 7/14 (i)
(ii)
160,186
...............................
0
1,950
...............................
0
359,597
...............................
0
25,150
...............................
0
9,290
...............................
0
556,173
...............................
0
21,649
...............................
0
6STEVE W GRADDYCFO (i)
(ii)
348,707
...............................
0
101,868
...............................
0
69,039
...............................
0
78,988
...............................
0
12,779
...............................
0
611,381
...............................
0
69,039
...............................
0
7MICHAEL J LEONECONTROLLER (i)
(ii)
224,030
...............................
0
35,308
...............................
0
21,507
...............................
0
33,303
...............................
0
21,083
...............................
0
335,231
...............................
0
20,212
...............................
0
8JEFFREY M CARRIERCHIEF CLINICAL OFFICER (i)
(ii)
201,069
...............................
0
51,902
...............................
0
33,732
...............................
0
55,572
...............................
0
21,346
...............................
0
363,621
...............................
0
33,732
...............................
0
9KEVIN P GAUDETTEVP REVENUE CYCLE (i)
(ii)
226,660
...............................
0
33,078
...............................
0
36,333
...............................
0
41,874
...............................
0
13,449
...............................
0
351,394
...............................
0
36,333
...............................
0
10WESLEY B BRAMANVP BUSINESS DEVELOPMENT (i)
(ii)
191,370
...............................
0
29,934
...............................
0
22,295
...............................
0
22,327
...............................
0
16,915
...............................
0
282,841
...............................
0
22,295
...............................
0
11SUE A ANNESSERCHIEF INFO OFFICER END 08/14 (i)
(ii)
137,735
...............................
0
34,559
...............................
0
57,351
...............................
0
19,957
...............................
0
9,410
...............................
0
259,012
...............................
0
27,048
...............................
0
12COLEEN S CAMERONCHIEF NURSING AND REG OFFICER (i)
(ii)
143,041
...............................
0
21,539
...............................
0
20,566
...............................
0
21,373
...............................
0
7,315
...............................
0
213,834
...............................
0
20,566
...............................
0
13RICHARD D SCHOOLEREXEC VP & CHIEF OP OFFICER (i)
(ii)
372,807
...............................
0
107,486
...............................
0
67,451
...............................
0
89,642
...............................
0
10,435
...............................
0
647,821
...............................
0
62,634
...............................
0
14RAYMOND VETSCHPHYSICIAN (i)
(ii)
538,381
...............................
0
411,191
...............................
0
601,510
...............................
0
195,150
...............................
0
17,540
...............................
0
1,763,772
...............................
0
601,510
...............................
0
15THOMAS B COYPHYSICIAN (i)
(ii)
1,210,647
...............................
0
235,676
...............................
0
0
...............................
0
20,650
...............................
0
18,822
...............................
0
1,485,795
...............................
0
0
...............................
0
16JOSHUA M BALLPHYSICIAN (i)
(ii)
671,461
...............................
0
626,949
...............................
0
0
...............................
0
25,150
...............................
0
18,727
...............................
0
1,342,287
...............................
0
0
...............................
0
17TODD J TWISSPHYSICIAN (i)
(ii)
890,128
...............................
0
278,056
...............................
0
17,049
...............................
0
25,150
...............................
0
18,441
...............................
0
1,228,824
...............................
0
0
...............................
0
18MARY A FRERERCHIEF HUMAN RESOURCE OFFICER (i)
(ii)
163,393
...............................
0
16,768
...............................
0
0
...............................
0
19,025
...............................
0
10,206
...............................
0
209,392
...............................
0
0
...............................
0
19ROBERT C STAUFFERPHYSICIAN (i)
(ii)
1,150,776
...............................
0
34,563
...............................
0
0
...............................
0
25,150
...............................
0
10,749
...............................
0
1,221,238
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT: THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT, WHICH WAS INCLUDED IN TAXABLE COMPENSATION: $300,000 JOE L KIRK
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THROUGH FREEMAN HEALTH SYSTEM OR FREEMAN NEOSHO DURING THE YEAR: $ 71,338 STEVE GRADDY $ 81,992 RICHARD SCHOOLER $ 287,682 PAULA BAKER $ 31,877 JEFFREY CARRIER $ 13,353 SUE ANNESSER $ 17,207 COLEEN CAMERON $ 19,381 MICHAEL LEONE $ 34,615 KEVIN GAUDETTE $ 22,327 WESLEY BRAMAN $ 170,000 RAYMOND VETSCH $ 18,160 MARY FRERER THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: $ 69,039 STEVE GRADDY $ 21,649 JOE KIRK $ 62,634 RICHARD SCHOOLER $ 338,726 PAULA BAKER $ 33,732 JEFFREY CARRIER $ 27,048 SUE ANNESSER $ 20,566 COLEEN CAMERON $ 20,212 MICHAEL LEONE $ 36,333 KEVIN GAUDETTE $ 22,295 WESLEY BRAMAN $ 601,510 RAYMOND VETSCH
SCHEDULE J, PART I, LINE 6A MANAGEMENT COMPENSATION: FREEMAN HEALTH SYSTEM PROVIDES MANAGEMENT THE POTENTIAL TO RECEIVE AN AT-RISK PAYMENT BASED ON SYSTEM AND INDIVIDUAL GOAL ACHIEVEMENT. THE AMOUNT OF COMPENSATION IS BASED UPON A PERCENTAGE OF THE EMPLOYEE'S ANNUAL COMPENSATION AND IS SUBJECT TO BOARD APPROVAL.
SCHEDULE J, PART II, COLUMN (B)(II) BONUS & INCENTIVE COMPENSATION: THE ORGANIZATION PROVIDES PHYSICIANS THE POTENTIAL TO RECEIVE ANNUAL BONUS COMPENSATION. PHYSICIAN BONUSES ARE CALCULATED BASED ON GENERATING WORKED RELATIVE VALUE UNITS (WRVU). EMPLOYMENT CONTRACTS SPECIFY THE NUMBER OF REQUIRED WRVUS (TO OBTAIN AN ANNUAL SALARY) AND THE ADDITIONAL BONUS COMPENSATION PHYSICIANS WILL RECEIVE ONCE THE REQUIRED WRVUS HAVE BEEN MET. ADDITIONAL BONUS COMPENSATION IS CALCULATED BY MULTIPLYING THE WRVUS IN EXCESS OF REQUIRED WRVUS TIMES A PREDETERMINED COMPENSATION FACTOR. WRVUS SHALL BE COMPUTED BY USE OF THE APPROVED MEDICARE METHODS OF COMPUTATION FOR PHYSICIAN PRACTICES.
SCHEDULE J, PART II, COLUMN F COMPENSATION REPORTED IN PRIOR FORM 990: COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. AMOUNTS REPORTED IN COLUMN F INCLUDE BOTH PRIOR CONTRIBUTIONS AS WELL AS EARNINGS ON THOSE CONTRIBUTIONS.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number
43-1704371
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414 480639AY9 12-13-2011 25,031,815 CONSTRUCT & EQUIP WEST CAMPUS HOSP   X   X   X
B THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   06-18-2014 15,995,508 REFUND 2009 BONDS   X   X   X
C THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   12-20-2010 10,393,515 EQUIPMENT   X   X   X
D HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MO
 
43-1178966 60637ADK5 12-20-2012 40,129,591 REFUND 1194-A BONDS AND 1998A BOND   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   12-23-2014 7,000,000 CONSTRUCT, IMPROVE AND EQUIP EAST   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JSAPER CO
 
52-1351539   12-23-2014 5,000,000 ACQUIRE, CONSTRUCT, IMPROVE AND EQ   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414 480639BL6 02-26-2015 40,712,377 REFUND 2004 BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 2,805,000 670,631 9,049,883 6,655,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 25,031,815 15,995,508 10,394,224 40,129,591
4 Gross proceeds in reserve funds . . . . . . . . . . . . 2,056,600 0 0 3,565,410
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 403,785 0 42,200 530,282
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 22,563,205 0 10,352,024 0
11 Other spent proceeds . . . . . . . . . . . . . . 0 15,995,508 0 36,042,809
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2014 2008 2013 1999
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X     X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . .   X X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X       X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.220 %   0.220 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.220 %   0.220 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . . X   X          
c No rebate due? . . . . . . . . X       X      
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
 
0
 
0
 
0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, LINE B, COLUMN (F) THE 2009 BONDS WERE ORIGINALLY ISSUED ON 7/23/2009.
SCHEDULE K, PART I, LINE D, COLUMN (F) THE 1994-A BONDS WERE ORIGINALLY ISSUED ON 3/15/1994 AND THE 1998-A BONDS WERE ORIGINALLY ISSUED ON 2/12/1998.
SCHEDULE K, PART II, LINES 11 & 14, COLUMN B THE 2009 BONDS WERE REISSUED ON 6/18/2014 AND ALL BOND PROCEEDS WERE DEEMED TO CURRENTLY REFUND THE 2009 BONDS ON THAT DATE.
SCHEDULE K, PART II, LINE 3, COLUMN C AMOUNT DOES NOT EQUAL ISSUE PRICE OF THE BONDS DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD.
SCHEDULE K, PART II, LINE 3, COLUMN A INVESTMENT EARNINGS ON AMOUNTS DEPOSITED IN THE DEBT SERVICE RESERVE FUND DURING THE PROJECT PERIOD HAVE NOT BEEN INCLUDED IN "TOTAL PROCEEDS OF ISSUE", BUT WERE ALLOCATED TO INTEREST PAYMENTS ON THE BONDS DURING THIS PERIOD.
SCHEDULE K, PART II, LINE 16, COLUMN A THE PROJECT HAS BEEN COMPLETED AND THE INSTITUTION WILL COMPLETE THE FINAL WRITTEN ALLOCATION BEFORE THE NEXT FISCAL YEAR END. SCHEDULE K, PART III, COLUMN D PER THE INSTRUCTIONS, PART III IS NOT REQUIRED TO BE COMPLETED FOR PROJECTS ORIGINALLY FINANCED PRIOR TO JANUARY 1, 2003.
SCHEDULE K, PART III, LINE 8A, COLUMNS A-D THE HOSPITAL GENERALLY DOES NOT DISPOSE OF ANY BOND FINANCED PROPERTY PRIOR TO THE END OF ITS USEFUL LIFE.
SCHEDULE K, PART IV, LINE 2C, COLUMN C THE ARBITRAGE REBATE ANALYSIS WAS PERFORMED AS OF 10/1/2013.
SCHEDULE K, PART I, LINES A & B The Series 2014A Bonds and the Series 2014B Bonds were treated as a single issue for federal tax purposes. However, these bonds have been reported separately on Schedule K. SCHEDULE K, PART I, LINE B, COLUMN F ACQUIRE, CONSTRUCT, IMPROVE AND EQUIP HOSPITAL FACILITIES
SCHEDULE K, PART I, LINE C, COLUMN F The 2004 Bonds were originally issued on 11/30/2004.
SCHEDULE K, PART II, LINE 3, COLUMN A The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $7,000,000; however, only $1,041,700 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 10, COLUMN A The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $7,000,000; however, only $1,041,700 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 12, COLUMN A This amount represents the remaining amount of sale proceeds that have been authorized but were not drawn as of Institution's fiscal year end.
SCHEDULE K, PART II, LINES 13 & 16, COLUMN A PROJECT IS NOT COMPLETE.
SCHEDULE K, PART II, LINE 3, COLUMN B The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $5,000,000; however, only $2,049,022 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 10, COLUMN B The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $5,000,000; however, only $2,049,022 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 12, COLUMN B This amount represents the remaining amount of sale proceeds that have been authorized but were not drawn as of Institution's fiscal year end.
SCHEDULE K, PART II, LINES 13 & 16, COLUMN B Project is not complete.
SCHEDULE K, PART II, LINE 6, COLUMN C Proceeds of the Bonds were used to redeem the Series 2004 Bonds on 02/27/2015.
SCHEDULE K, PART II, LINE 11, COLUMN C This amount represents $37,170,351 used to refund the Series 2004 Bonds and $82,409 allocated to pay interest on the Bonds on 8/15/2015.
SCHEDULE K, PART III, COLUMN A The project is not complete and has not been placed-in-service.
SCHEDULE K, PART III, COLUMN B The project is not complete and has not been placed-in-service.
SCHEDULE K, PART III, LINE 5, COLUMN C Amount represents the maximum amount of nonqualified use that may result from unrelated trade or business activity.
SCHEDULE K, PART III, LINE 8A, COLUMN C The hospital generally does not dispose of any bond financed property prior to the end of its useful life.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number
43-1704371
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414 480639AY9 12-13-2011 25,031,815 CONSTRUCT & EQUIP WEST CAMPUS HOSP   X   X   X
B THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   06-18-2014 15,995,508 REFUND 2009 BONDS   X   X   X
C THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   12-20-2010 10,393,515 EQUIPMENT   X   X   X
D HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MO
 
43-1178966 60637ADK5 12-20-2012 40,129,591 REFUND 1194-A BONDS AND 1998A BOND   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414   12-23-2014 7,000,000 CONSTRUCT, IMPROVE AND EQUIP EAST   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JSAPER CO
 
52-1351539   12-23-2014 5,000,000 ACQUIRE, CONSTRUCT, IMPROVE AND EQ   X   X   X
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF JOPLIN MO
 
52-1299414 480639BL6 02-26-2015 40,712,377 REFUND 2004 BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 2,805,000 670,631 9,049,883 6,655,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 25,031,815 15,995,508 10,394,224 40,129,591
4 Gross proceeds in reserve funds . . . . . . . . . . . . 2,056,600 0 0 3,565,410
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 403,785 0 42,200 530,282
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 22,563,205 0 10,352,024 0
11 Other spent proceeds . . . . . . . . . . . . . . 0 15,995,508 0 36,042,809
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2014 2008 2013 1999
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X     X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . .   X X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X   X    
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X       X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.220 %   0.220 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.220 %   0.220 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . . X   X          
c No rebate due? . . . . . . . . X       X      
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
 
0
 
0
 
0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, LINE B, COLUMN (F) THE 2009 BONDS WERE ORIGINALLY ISSUED ON 7/23/2009.
SCHEDULE K, PART I, LINE D, COLUMN (F) THE 1994-A BONDS WERE ORIGINALLY ISSUED ON 3/15/1994 AND THE 1998-A BONDS WERE ORIGINALLY ISSUED ON 2/12/1998.
SCHEDULE K, PART II, LINES 11 & 14, COLUMN B THE 2009 BONDS WERE REISSUED ON 6/18/2014 AND ALL BOND PROCEEDS WERE DEEMED TO CURRENTLY REFUND THE 2009 BONDS ON THAT DATE.
SCHEDULE K, PART II, LINE 3, COLUMN C AMOUNT DOES NOT EQUAL ISSUE PRICE OF THE BONDS DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD.
SCHEDULE K, PART II, LINE 3, COLUMN A INVESTMENT EARNINGS ON AMOUNTS DEPOSITED IN THE DEBT SERVICE RESERVE FUND DURING THE PROJECT PERIOD HAVE NOT BEEN INCLUDED IN "TOTAL PROCEEDS OF ISSUE", BUT WERE ALLOCATED TO INTEREST PAYMENTS ON THE BONDS DURING THIS PERIOD.
SCHEDULE K, PART II, LINE 16, COLUMN A THE PROJECT HAS BEEN COMPLETED AND THE INSTITUTION WILL COMPLETE THE FINAL WRITTEN ALLOCATION BEFORE THE NEXT FISCAL YEAR END. SCHEDULE K, PART III, COLUMN D PER THE INSTRUCTIONS, PART III IS NOT REQUIRED TO BE COMPLETED FOR PROJECTS ORIGINALLY FINANCED PRIOR TO JANUARY 1, 2003.
SCHEDULE K, PART III, LINE 8A, COLUMNS A-D THE HOSPITAL GENERALLY DOES NOT DISPOSE OF ANY BOND FINANCED PROPERTY PRIOR TO THE END OF ITS USEFUL LIFE.
SCHEDULE K, PART IV, LINE 2C, COLUMN C THE ARBITRAGE REBATE ANALYSIS WAS PERFORMED AS OF 10/1/2013.
SCHEDULE K, PART I, LINES A & B The Series 2014A Bonds and the Series 2014B Bonds were treated as a single issue for federal tax purposes. However, these bonds have been reported separately on Schedule K. SCHEDULE K, PART I, LINE B, COLUMN F ACQUIRE, CONSTRUCT, IMPROVE AND EQUIP HOSPITAL FACILITIES
SCHEDULE K, PART I, LINE C, COLUMN F The 2004 Bonds were originally issued on 11/30/2004.
SCHEDULE K, PART II, LINE 3, COLUMN A The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $7,000,000; however, only $1,041,700 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 10, COLUMN A The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $7,000,000; however, only $1,041,700 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 12, COLUMN A This amount represents the remaining amount of sale proceeds that have been authorized but were not drawn as of Institution's fiscal year end.
SCHEDULE K, PART II, LINES 13 & 16, COLUMN A PROJECT IS NOT COMPLETE.
SCHEDULE K, PART II, LINE 3, COLUMN B The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $5,000,000; however, only $2,049,022 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 10, COLUMN B The Bonds were issued as a draw-down loan under Regulations 1.150-1(c)(4)(i). The total amount of Bonds authorized was $5,000,000; however, only $2,049,022 had been drawn as of the Institution's fiscal year end.
SCHEDULE K, PART II, LINE 12, COLUMN B This amount represents the remaining amount of sale proceeds that have been authorized but were not drawn as of Institution's fiscal year end.
SCHEDULE K, PART II, LINES 13 & 16, COLUMN B Project is not complete.
SCHEDULE K, PART II, LINE 6, COLUMN C Proceeds of the Bonds were used to redeem the Series 2004 Bonds on 02/27/2015.
SCHEDULE K, PART II, LINE 11, COLUMN C This amount represents $37,170,351 used to refund the Series 2004 Bonds and $82,409 allocated to pay interest on the Bonds on 8/15/2015.
SCHEDULE K, PART III, COLUMN A The project is not complete and has not been placed-in-service.
SCHEDULE K, PART III, COLUMN B The project is not complete and has not been placed-in-service.
SCHEDULE K, PART III, LINE 5, COLUMN C Amount represents the maximum amount of nonqualified use that may result from unrelated trade or business activity.
SCHEDULE K, PART III, LINE 8A, COLUMN C The hospital generally does not dispose of any bond financed property prior to the end of its useful life.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $ 0
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DEBORAH GAUDETTE WIFE OF KEVIN GAUDETTE 64,800 EMPLOYEE COMPENSATION   No
(2) ADAM GRADDY SON OF STEVE GRADDY, CFO 49,099 EMPLOYEE COMPENSATION   No
(3) KENT MCINTIRE SON OF LARRY MCINTIRE 751,418 EMPLOYEE COMPENSATION   No
(4) PAM JONES SISTER OF RICK SCHOOLER 26,137 EMPLOYEE COMPENSATION   No
(5) BRYAN GRADDY SONE OF STEVE GRADDY, CFO 19,218 EMPLOYEE COMPENSATION   No
(6) LARRY ANNESSER HUSBAND OF SUE ANNESSER 31,421 EMPLOYEE COMPENSATION   No
(7) HEATHER GRADDY IN-LAW OF STEVE GRADDY 37,389 EMPLOYEE COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 2 401,496 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS: THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS.
SCHEDULE M, PART I, LINE 32B THIRD PARTIES USED FOR NONCASH CONTRIBUTIONS: THE ORGANIZATION USES A THIRD PARTY FOR THE SALE OF SECURITIES DONATED.
Schedule M (Form 990) (2014)
Additional Data


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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Return Reference Explanation
FORM 990, PART I, LINE 1 VISION - TO BE THE LEADING PROVIDER OF PATIENT CENTERED, PHYSICIAN DIRECTED HEALTHCARE IN AN ENVIRONMENT OF COMPASSION AND TRUST, SUPPORTED BY DEDICATED EMPLOYEES WITH A DESIRE TO PROVIDE EXCELLENCE IN CARE AND SERVICE. FREEMAN HEALTH SYSTEM IN JOPLIN, MISSOURI IS A 404 BED, THREE HOSPITAL SYSTEM PROVIDING COMPREHENSIVE HEALTHCARE AND BEHAVIORAL HEALTH SERVICES TO AN AREA THAT INCLUDES MORE THAN 450,000 FROM MISSOURI, ARKANSAS, OKLAHOMA, AND KANSAS.
FORM 990, PART III, LINE 4 FREEMAN HEALTH SYSTEM, NOT-FOR-PROFIT, COMMUNITY-OWNED, AND LOCALLY GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS, PROVIDES FULL-SERVICE HEALTHCARE TO SOUTHWEST MISSOURI, SOUTHEAST KANSAS, NORTHEAST OKLAHOMA, AND NORTHWEST ARKANSAS. A THREE-HOSPITAL HEALTH SYSTEM, FREEMAN PROVIDES COMPREHENSIVE SERVICES INCLUDING CANCER CARE, HEART CARE, ORTHOPAEDICS, NEUROSURGERY, WOMEN'S SERVICES, AND BEHAVIORAL HEALTHCARE. FREEMAN ACCEPTS MEDICAID AND MEDICARE PATIENTS AND OFFERS CHARITY CARE AND PAYMENT PLANS, PROVIDING A SAFETY NET TO A THIRD OF THE LOCAL POPULATION WITH HOUSEHOLD INCOMES BELOW $25,000. FREEMAN ASKS ALL EMPLOYEES AND VOLUNTEERS TO EMBRACE THE MISSION OF IMPROVING THE HEALTH OF THE COMMUNITIES SERVED THROUGH CONTEMPORARY, INNOVATIVE, QUALITY HEALTHCARE SOLUTIONS. THE FREEMAN MEDICAL TEAM, WHICH INCLUDES MORE THAN 300 PHYSICIANS REPRESENTING 60 SPECIALTIES, USES THE LATEST TECHNIQUES, BEST PRACTICES, AND TECHNOLOGIES TO PROVIDE LIFESAVING MEDICAL CARE, PROVIDING CONSTITUENTS WITH THE HEALTHCARE THEY NEED RIGHT IN THEIR OWN BACK YARD. JOPLIN-AREA PATIENTS DO NOT HAVE TO TRAVEL TO BIG CITIES TO RECEIVE HEART INTERVENTIONS, CARDIOTHORACIC SURGERIES, NEUROSURGERIES, PAIN THERAPIES, INTENSIVE CARE, TRAUMA CARE, AND ADVANCED DIAGNOSTIC SERVICES. THE CLOSE-TO-HOME AVAILABILITY OF PROGRESSIVE HEALTHCARE SERVICES EASES STRESS ON PATIENTS, FOR WHOM TRAVEL CAN BE UNCOMFORTABLE, AND THEIR FAMILIES, FOR WHOM TRAVEL CAN PRESENT A GREAT FINANCIAL BURDEN. FREEMAN FAST FACTS FY 2015 (JOPLIN & NEOSHO COMBINED) - OUTPATIENT REGISTRATIONS: 391,619 - EMERGENCY/TRAUMA/URGENT CARE VISITS: 115,237 - FREEMAN OCCUMED VISITS: 44,333 - ADMISSIONS: 20,864 - SURGICAL PROCEDURES: 11,197 - BIRTHS: 2,357 - BABIES IN NEONATAL INTENSIVE CARE UNIT: 348 OBESITY AND DIABETES ARE GROWING PROBLEMS WITH SERIOUS HEALTH IMPLICATIONS. ACCORDING TO THE MISSOURI DEPARTMENT OF HEALTH AND SENIOR SERVICES, 12.6 PERCENT OF SOUTHWESTERN MISSOURI RESIDENTS HAVE DIABETES. TO ADDRESS THE PROBLEM AND PROVIDE EDUCATION TO THE COMMUNITY, FREEMAN DIABETES EDUCATION HOSTED THE SIXTH ANNUAL DIABETES EXPO IN NOVEMBER 2014. IT FEATURED PRESENTATIONS BY FREEMAN ENDOCRINOLOGISTS AND DIABETES EDUCATORS, AS WELL AS DIABETES-RELATED PRODUCT DEMONSTRATIONS. TO HELP ENSURE THE COMMUNITY HAS THE PHYSICIANS IT NEEDS, FREEMAN BROUGHT NINE PHYSICIANS INTO THE COMMUNITY DURING FY 2015, PROVIDING A GREAT BENEFIT, IN TERMS OF BOTH HEALTHCARE AND ECONOMICS. ACCORDING TO THE MISSOURI HOSPITAL ASSOCIATION, FAMILY PHYSICIANS MAKE AN ECONOMIC IMPACT OF MORE THAN $1 MILLION EACH YEAR ON THE COMMUNITIES THEY SERVE. FOR 24 YEARS, FREEMAN ORTHOPAEDICS & SPORTS MEDICINE AND FREEMAN REHABILITATION SERVICES HAVE PROVIDED FREE ANNUAL PRESEASON PHYSICAL EXAMS FOR HUNDREDS OF ATHLETES ATTENDING AREA SCHOOLS. MORE THAN 75 VOLUNTEERS, INCLUDING DOCTORS, NURSES, THERAPISTS, AND OTHER CLINICIANS, ASSIST WITH THE EXAMS, SCHEDULED AT SPECIFIC TIMES THROUGHOUT THE YEAR. THESE FREE PRESEASON PHYSICALS PROVIDE COMPREHENSIVE EVALUATION AND ASSESSMENT TO ATHLETES PARTICIPATING IN A SANCTIONED SPORT IN A SCHOOL-BASED PROGRAM; THROUGH THE AREA'S PARKS AND RECREATION DEPARTMENTS, YMCAS, OR LOCAL LEAGUES; OR IN TRAINING TO COMPETE IN A SPECIFIC EVENT, SUCH AS A MARATHON OR TRIATHLON. A HUGE COMMUNITY BENEFIT IN FY 2015, THIS PROGRAM HELPED HUNDREDS OF FAMILIES BY PROVIDING REQUIRED MEDICAL EXAMINATIONS FREE OF CHARGE. ON A RELATED NOTE, FREEMAN CONTINUES OFFERING FREE SATURDAY MORNING SPORTS INJURY CLINICS IN FY 2015. THANKS TO DR. ROBERT LIEURANCE, A BOARD-CERTIFIED FREEMAN ORTHOPAEDICS & SPORTS MEDICINE PHYSICIAN WHO FELLOWSHIP-TRAINED IN SPORTS MEDICINE, STUDENT ATHLETES CAN OBTAIN FREE MEDICAL CARE FOR INJURIES SUSTAINED DURING THE PREVIOUS WEEK'S GAMES AT THESE CLINICS. THE CLINIC INCLUDES THE SERVICES OF DR. LIEURANCE, A PHYSICIAN ASSISTANT, AND FREEMAN ATHLETIC TRAINERS. THIS IS A GREAT COMMUNITY BENEFIT FOR THE FAMILIES OF INJURED ATHLETES. THROUGH THE CHAPLAINS FUND, FREEMAN OFFERS HELP TO PATIENTS UPON DISMISSAL FROM THE HOSPITAL - SOMETIMES PATIENTS CAN'T AFFORD A NEEDED PRESCRIPTION OR DON'T HAVE A WAY TO GET HOME. IN FY 2015, THE CHAPLAINS FUND PROVIDED A COMMUNITY BENEFIT OF $37,812 THROUGH ASSISTANCE FOR PRESCRIPTIONS, TRANSPORTATION, MEALS AND OTHER ISSUES TO 2,044 PEOPLE. IN TERMS OF COMMUNITY SERVICE AS COMMUNITY BENEFIT, FREEMAN EMPLOYEES SPENT 40,309.5 HOURS ENGAGED IN COMMUNITY BENEFIT ACTIVITIES IN FY2015. THIS ON-THE-JOB COMMUNITY BENEFIT INCLUDES TIME FREEMAN HEALTHCARE PROFESSIONALS SPENT TRAINING OR SERVING AS PRECEPTORS FOR STUDENT NURSES, MEDICAL STUDENTS, AND RESIDENT PHYSICIANS, AMONG OTHERS. STAFF MEMBERS ALSO SPENT COUNTLESS HOURS GIVING TOURS TO SCHOOL AND COMMUNITY GROUPS, WORKING WITH HIGH SCHOOL STUDENTS AND OTHER COMMUNITY MEMBERS ON JOB-SHADOWING PROJECTS, AND ENGAGING THE PUBLIC THROUGH PUBLIC PROGRAMS AND EVENTS. FREEMAN PROVIDES EMERGENT CARE FOR ALL WHO ENTER ITS DOORS, REGARDLESS OF THE PATIENT'S ABILITY TO PAY OR INSURANCE STATUS. FREEMAN ENDEAVORS TO GIVE PATIENTS MORE OPTIONS FOR PAYING THEIR BILLS, INCLUDING SETTING UP PAYMENT PLANS FOR QUALIFYING PATIENTS, A PROGRAM THAT PROVES ESPECIALLY BENEFICIAL TO PEOPLE WHO HAVE HEALTH INSURANCE, BUT LACK FUNDS TO PAY LARGE DEDUCTIBLES, CO-PAYS, OR OUT-OF-POCKET EXPENSES. ON A RELATED NOTE, FREEMAN ALLOWS FREEMAN EMPLOYEES TO PAY OFF HOSPITAL BILLS IN INSTALLMENTS AS LOW AS $50 EVERY TWO WEEKS. CONSIDERING THE FACT THAT FREEMAN EMPLOYS MORE THAN 4,000 PEOPLE AND MOST OF THEIR FAMILIES RECEIVE TREATMENT AT FREEMAN, THIS ACT ALONE AMOUNTS TO A SIZABLE COMMUNITY BENEFIT. FREEMAN URGENT CARE, WITH WALK-IN CLINICS IN JOPLIN AND WEBB CITY, OFFERS CONVENIENT, COST-EFFECTIVE CARE FOR MINOR MEDICAL ISSUES. WHILE FREEMAN URGENT CARE PROVIDES PATIENTS, INCLUDING THOSE WITHOUT PRIMARY CARE PROVIDERS, AN APPROPRIATE, LESS EXPENSIVE ALTERNATIVE TO AN EMERGENCY ROOM VISIT, MANY PATIENTS STILL CHOOSE TO USE THE EMERGENCY ROOM FOR PRIMARY MEDICAL CARE. FREEMAN HELPS MANY ORGANIZATIONS THAT, IN TURN, HELP SOME OF THE MOST FRAGILE MEMBERS OF THE COMMUNITY. FOR INSTANCE, FOR $1 PER YEAR, FREEMAN LEASES THE LAND AND BUILDING AT 34TH STREET AND INDIANA AVENUE TO CHILDREN'S CENTER OF SOUTHWEST MISSOURI, A NOT-FOR-PROFIT AGENCY THAT PROTECTS AND ADVOCATES FOR CHILDREN WHO HAVE BEEN VICTIMS OF ABUSE. SIMILARLY, FREEMAN LEASES LAND TO RONALD MCDONALD HOUSE CHARITIES OF THE FOUR STATES FOR $1 PER YEAR, AND FREEMAN MAINTAINS THE GROUNDS AND PROVIDES HOUSEKEEPING SERVICES, SERVICES WITH AN ANNUAL RETAIL VALUE OF $5,457.33 FREEMAN HEALTH SYSTEM CONTRIBUTES TO THE HEALTH OF THE COMMUNITY BY CREATING A WIDE RANGE OF CAREER OPPORTUNITIES. PROFESSIONALS IN MANY FIELDS AT FREEMAN EARN ABOVE-AVERAGE WAGES AND SALARIES, AND THE BENEFITS FREEMAN OFFERS HELP ATTRACT AND MAINTAIN AN AFFLUENT MIDDLE CLASS, WHOSE MEMBERS BUY HOMES, SPEND MONEY, AND BOOST THE AREA ECONOMY. IN FY2015, FREEMAN HEALTH SYSTEM PROVIDED PAYROLL AND BENEFITS TOTALING $218,058,329. TO HELP ENSURE A STEADY SUPPLY OF PHYSICIANS, NURSES, AND OTHER CLINICIANS IN THE FUTURE, FREEMAN EDUCATES YOUNG PEOPLE ABOUT HEALTHCARE CAREERS. HIGH SCHOOL STUDENTS PARTICIPATE IN A SUMMER VOLUNTEER PROGRAM, WORKING WITH HEALTHCARE PROFESSIONALS IN REAL-LIFE HOSPITAL SITUATIONS. THE HIGH SCHOOL VOLUNTEER PROGRAM ALSO PROVIDES SCHOLARSHIP MONEY FOR OUTSTANDING PARTICIPANTS. ADDITIONALLY, FREEMAN HEALTH ACADEMY, PROVIDED AT NO COST TO FAMILIES, REACHES OUT TO MIDDLE SCHOOL STUDENTS TO HELP THEM PREPARE FOR HEALTHCARE CAREERS. THE FIRST PROGRAM OF ITS KIND IN THE COMMUNITY, IT GIVES STUDENTS THE OPPORTUNITY TO LEARN ABOUT HEALTHCARE CAREERS FROM FREEMAN PHYSICIANS AND STAFF. IT ENCOURAGES STUDENTS TO GRADUATE FROM HIGH SCHOOL AND HELPS THEM CHOOSE HIGH SCHOOL COURSES, SUCH AS SCIENCE AND MATH, TO PREPARE THEM FOR FURTHER EDUCATION AND HEALTHCARE CAREERS. IN FY 2015, FREEMAN CONTINUED OFFERING HEALTH INSURANCE MARKETPLACE EDUCATION AND ENROLLMENT TO HELP PEOPLE COMPLY WITH AND UNDERSTAND THE AFFORDABLE CARE ACT. WITH A GRANT FROM MISSOURI FOUNDATION FOR HEALTH, FREEMAN WORKED WITH OTHER AREA HEALTHCARE ORGANIZATIONS TO CONDUCT FREE EVENTS THROUGHOUT THE YEAR IN SEVERAL SOUTHWESTERN MISSOURI COMMUNITIES. FREEMAN IS COMMITTED TO IMPROVING THE HEALTH OF ALL PEOPLE LIVING WITHIN THE COMMUNITIES SERVED BY FREEMAN. TO THIS END, FREEMAN DONOR COUNCIL, COMPOSED OF FREEMAN CAREGIVERS WHO VOLUNTEER THEIR TIME TO PROMOTE ORGAN, EYE, AND TISSUE DONATION AWARENESS, HAD PROVIDED EDUCATION TO PATIENTS FOR DECADES. FREEMAN HEALTH SYSTEM HOSTED "AT THE HEART OF THE MATTER," A WOMEN'S HEART HEALTH LUNCHEON AND WELLNESS SEMINAR, ATTEND BY HUNDREDS FROM ACROSS THE AREA. THE PURPOSE OF THE EVENT WAS TO GIVE WOMEN INFORMATION ABOUT HEART DISEASE, ITS CAUSES AND HOW IT CAN BE PREVENTED. FREEMAN ADVANTAGE, A WELLNESS AND LIFESTYLE PROGRAM FOR OLDER ADULTS, OFFERED LOW-COST DRIVER SAFETY CLASSES IN FY2015. THESE AARP SMART DRIVER COURSES OFFERED OLDER DRIVERS THE OPPORTUNITY TO REFRESH THEIR SKILLS, BRUSH UP ON RULES OF THE ROAD, AND MAKE THE PUBLIC STREETS SAFE
FORM 990, PART III, LINE 4A OUTPATIENT SERVICES: EMERGENCY SERVICES THE 2011 TORNADO THAT TORE THROUGH JOPLIN, MISSOURI, DESTROYED ONE OF THE CITY'S TWO FULL-SERVICE HOSPITALS. THIS LEFT FREEMAN HOSPITAL WEST AS THE ONLY LEVEL II TRAUMA CENTER IN THE AREA. FREEMAN RETAINED THIS STATUS THROUGH FY 2015. THE EMERGENCY DEPARTMENT/TRAUMA CENTER AT FREEMAN HOSPITAL WEST TREATS APPROXIMATELY 45,000 PATIENTS EACH YEAR. EMERGENCY ROOMS ROUTINELY DEAL WITH HOMELESS, MENTALLY ILL AND SUBSTANCE-ADDICTED PATIENTS. FREEMAN PLACES MENTAL HEALTH COUNSELORS IN THE EMERGENCY ROOM ON AN AROUND-THE-CLOCK BASIS. THESE COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS WHO SHOW SIGNS OF MENTAL HEALTH OR SUBSTANCE ABUSE CONDITIONS. AFTER THOROUGH EVALUATION, THE COUNSELORS OFFER RECOMMENDATIONS REGARDING FOLLOW-UP CARE RANGING FROM ASSESSMENT OF SUICIDALITY AND NEED FOR INPATIENT PSYCHIATRIC HOSPITALIZATION TO MAKING OUTPATIENT THERAPY APPOINTMENTS FOR PATIENTS BEFORE THEY LEAVE THE EMERGENCY ROOM. IF EVALUATION MANDATES HOSPITALIZATION, COUNSELORS HELP FIND AN APPROPRIATE BED AND TRANSPORTATION. ON AVERAGE, COUNSELORS EVALUATE AND RECOMMEND TREATMENT FOR 54 PSYCHIATRIC PATIENTS EACH WEEK. AS A RESULT OF THIS INTERVENTION, MANY PREVIOUS FREQUENT VISITORS TO THE EMERGENCY ROOM HAVE BEEN REDIRECTED TO APPROPRIATE PSYCHIATRIC OR SUBSTANCE ABUSE PROGRAMS. EVERY TWO MINUTES, SOMEWHERE IN AMERICA, SOMEONE IS SEXUALLY ASSAULTED. FREEMAN DOCTORS AND NURSES OFFER COMPASSIONATE AND COMPREHENSIVE CARE TO VICTIMS OF SEXUAL ASSAULT IN THE EMERGENCY ROOM THROUGH THE SEXUAL ASSAULT NURSE EXAMINER (SANE) PROGRAM. THE PROGRAM PROVIDES A COORDINATED HOSPITAL RESPONSE AND CONTINUUM OF CARE FOR VICTIMS OF SEXUAL VIOLENCE AND ENSURES A MEDICAL EVALUATION, STANDARDIZED FORENSIC EXAMINATION WITH EVIDENCE COLLECTION, AND EFFECTIVE INTERFACE WITH LAW ENFORCEMENT AND ADVOCACY SERVICES. IT ALSO PROVIDES EDUCATION TO LOCAL COMMUNITIES ON SEXUAL VIOLENCE AWARENESS, PREVENTION AND AVAILABLE SERVICES. THE NURSE EXAMINER REPORTS THE CRIME AND/OR COLLECTS EVIDENCE OF THE SEXUAL ASSAULT ONLY AT THE VICTIM'S REQUEST. THE SANE PROGRAM AT FREEMAN IS THE ONLY ONE OF ITS KIND IN THE AREA. IN PARTNERSHIP WITH LAFAYETTE HOUSE, THE PROGRAM ALSO OFFERS EMERGENCY SHELTER AND SERVICES. MANY PATIENTS, WHO DON'T HAVE A PRIMARY CARE PHYSICIAN, TURN THE FREEMAN EMERGENCY ROOM FOR ROUTINE MEDICAL CARE. WHILE FREEMAN TRIES TO EDUCATE THE COMMUNITY OF THE BENEFITS OF USING URGENT CARE CLINICS AND ESTABLISHING A RELATIONSHIP WITH A PRIMARY CARE PHYSICIAN, PATIENTS STILL VISIT THE FREEMAN EMERGENCY ROOM FOR CARE OF COLDS, STOMACH ACHES, BUMPS AND BRUISES THAT COULD BE MORE EFFICIENTLY TREATED IN OTHER VENUES. THE COST OF PROVIDING TREATMENT IN THE EMERGENCY ROOM SETTING IS EXTREMELY EXPENSIVE, AND MANY OF THE PATIENTS SEEKING EMERGENCY CARE HAVE NO INSURANCE. AS A RESULT, FREEMAN HEALTH SYSTEM OFTEN HAS TO PICK UP THE COST OF EMERGENCY TREATMENT. FREEMAN AMBULANCE SERVICE COVERS THE ENTIRE 540-MILE MCDONALD COUNTY AREA, AVERAGING MORE THAN 60,000 MILES PER YEAR PER AMBULANCE. WITH TWO STATE-OF-THE ART AMBULANCES, FREEMAN AMBULANCE SERVICE PROVIDES RELIABLE, SAFE, AND COMFORTABLE TRANSPORTATION ACROSS THE OFTEN-DIFFICULT, STEEP, TWISTING ROADS OF MCDONALD COUNTY, AN AREA THAT HAS BEEN DESIGNATED "MEDICALLY UNDERSERVED" BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION. THE NEED FOR SERVICES IN THIS AREA IS DRAMATIC, AND FREEMAN AMBULANCE SERVICE OPERATES AT A LOSS. ALL PATIENTS ARE SERVED REGARDLESS OF ABILITY TO PAY FOR THE SERVICE. PEDIATRIC SPECIALTY CARE FREEMAN HEALTH SYSTEM NOW PARTNERS WITH CHILDREN'S MERCY TO ENHANCE CARE FOR CHILDREN IN THE FOUR-STATE AREA. AS PART OF THIS COLLABORATION, CHILDREN'S MERCY OPENED A PERMANENT LOCATION WITH SEVERAL SPECIALTY CLINICS ON THE FREEMAN CAMPUS. THESE NEW JOPLIN CLINICS, KNOWN AS CHILDREN'S KANSAS CITY, ARE AN EXTENSION OF CHILDREN'S MERCY, A NATIONALLY RANKED PEDIATRIC MEDICAL CENTER IN KANSAS CITY, WITH FULL SUPPORT OF ITS 600 PEDIATRIC SPECIALISTS. PEDIATRIC SPECIALTIES OFFERED AT THE CLINIC INCLUDE CARDIOLOGY, ENDOCRINOLOGY/DIABETES, GASTROENTEROLOGY, HEMATOLOGY/ONCOLOGY, NEPHROLOGY, RHEUMATOLOGY AND MORE. CONVENIENT ACCESS TO THIS CALIBER OF PEDIATRIC SPECIALTY CARE NOT ONLY IMPROVES OUTCOMES FOR PEDIATRIC PATIENTS - IT ALSO SAVES FAMILIES THE EXPENSE AND TIME INVOLVED WITH DRIVING TO KANSAS CITY FOR CLINIC APPOINTMENTS. SCHOOL-BASED MEDICINE IN FY2015, FREEMAN HEALTH SYSTEM ENTERED INTO A SCHOOL-BASED MEDICINE PARTNERSHIP WITH THE CARL JUNCTION SCHOOLS TO CREATE GREATER ACCESS TO HEALTHCARE FOR STUDENTS AND FACULTY ALIKE. INCREASED ACCESS TO MEDICAL SERVICES RESULTS IN NOT ONLY AN ENVIRONMENT OF WELLNESS FOR THE SCHOOL, BUT ALSO FOR THE ENTIRE COMMUNITY. ANOTHER BENEFIT OF SCHOOL-BASED MEDICINE IS THAT IT DECREASES TIME LOST FROM THE CLASSROOM FOR STUDENTS AND FACULTY NEEDING MEDICAL ATTENTION. THROUGH A DIRECT TELEHEALTH CONNECTION, A FREEMAN NURSE PRACTITIONER AT CARL JUNCTION FAMILY MEDICINE CONSULTS WITH THE SCHOOL NURSE AND PATIENT VIA VIDEO CONFERENCE. ADDITIONALLY, IF IT'S DETERMINED THAT A STUDENT NEEDS FURTHER EVALUATION, FREEMAN CAN PROVIDE TRANSPORTATION TO THE CLINIC, WITH THE PARENTS' PERMISSION.
FORM 990, PART III, LINE 4B INPATIENT SERVICES: FREEMAN JOPLIN INPATIENT SERVICES TOTALED 19,844 CASES, OF WHICH, 4,231 OR 21%, WERE MEDICAID CASES. ADDITIONALLY, 1,652 INPATIENT CASES, OR 8% OF THE TOTAL, FELL INTO THE SELF-PAY (NO INSURANCE) CATEGORY. CRITICAL CARE AFTER THE 2011 TORNADO, FREEMAN FOUND THAT THE COMMUNITY NEEDED A HOSPITAL WITH THE ABILITY TO TREAT LARGE NUMBERS OF CRITICAL CARE PATIENTS. WHILE FREEMAN HAS A 33-BED INTENSIVE CARE UNIT AND A SEVEN-BED CARDIOVASCULAR INTENSIVE CARE UNIT, THE HEALTH SYSTEM DECIDED TO INCREASE ITS CAPACITY TO SERVE PATIENTS NEEDING CRITICAL CARE SERVICES BY DEDICATING THE ENTIRE SIXTH FLOOR TO CRITICAL CARE AS WELL. THE SIXTH FLOOR INCLUDES THE AREA'S FIRST TRANSITIONAL CARE UNIT (TCU), WHICH CARES FOR PATIENTS TOO ILL FOR THE GENERAL MEDICAL FLOOR, BUT WELL ENOUGH THAT THEY NO LONGER REQUIRE THE LEVEL OF SERVICES PROVIDED BY THE INTENSIVE CARE UNIT. ADDITIONALLY, THE SIXTH FLOOR INCLUDES CARDIAC/MEDICAL UNIT 2 (CMU-2) TO SERVE KIDNEY PATIENTS NEEDING DIALYSIS. ALL NURSES IN THIS UNIT HAVE ADVANCED CARDIAC AND DIALYSIS TRAINING. IN FY2015, FREEMAN ADDED A NEW, EXPANDED INPATIENT DIALYSIS UNIT ON THE SIXTH FLOOR TO IMPROVE SERVICES TO CRITICALLY ILL KIDNEY PATIENTS. ADDITIONALLY IN FY2015, FREEMAN HELD THE FIRST-EVER MARCH O' THE KIDNEY FUNDRAISER IN SUPPORT OF KIDNEY PATIENTS ON DIALYSIS. THE ONE-MILE WALK, HELD MARCH 14, 2015, AT NORTHPARK MALL, DREW PARTICIPANTS FROM AROUND THE FOUR STATES TO HELP PATIENTS WHO STRUGGLE WITH MEDICAL, NUTRITIONAL AND TRANSPORTATION EXPENSES. MORE THAN $30,000 WAS RAISED WITH 100 PERCENT OF THE PROCEEDS GOING DIRECTLY TO THOSE IN NEED THROUGH THE NEW FREEMAN DIALYSIS PATIENT FUND. FREEMAN JOPLIN CRITICAL CARE SERVICES TOTALED 4,185 CASES, OF WHICH, 394, OR 9%, WERE MEDICAID CASES. ADDITIONALLY, 7% OF THE CRITICAL CARE CASES FELL INTO THE SELF-PAY (NO INSURANCE) CATEGORY. FREEMAN PEDIATRIC UNIT THE FREEMAN PEDIATRIC UNIT PROVIDES CARE TO CHILDREN FROM BIRTH TO AGE 18 AND WORKS WITH FAMILIES TO MAKE THEIR CHILDREN'S HOSPITALIZATION LESS TRAUMATIC BY ENCOURAGING PARENTAL INVOLVEMENT. CHAIR BEDS IN EACH ROOM, AS WELL AS MEAL TRAYS FOR PARENTS, ENABLE FAMILIES TO REMAIN TOGETHER DURING DIFFICULT TIMES. EACH ROOM HAS A TV/VCR; VIDEOS AND VIDEO GAMES ARE AVAILABLE UPON REQUEST. THE UNIT INCLUDES A BRIGHTLY DECORATED EXAMINATION ROOM AND A PLAYROOM FILLED WITH BOOKS AND TOYS. FREEMAN JOPLIN INPATIENT PEDIATRIC SERVICES TOTALED 444 CASES, OF WHICH, 265, OR 60%, WERE MEDICAID CASES. ADDITIONALLY, 5% OF THE PEDIATRIC INPATIENT CASES FELL INTO THE SELF-PAY (NO INSURANCE) CATEGORY. MATERNITY SERVICES DESIGNED TO GIVE NEW MOTHERS AND THEIR FAMILIES THE COMFORTS OF HOME WITHIN THE SECURITY OF A HOSPITAL, FREEMAN MATERNITY CENTER DELIVERED 2,357 BABIES IN FY 2015. THE UNIT INCLUDES BOARD-CERTIFIED OBSTETRICIANS AVAILABLE 24 HOURS A DAY AND THE REGION'S ONLY BOARD-CERTIFIED PERINATOLOGIST CARING FOR PATIENTS WITH HIGH-RISK PREGNANCIES. IN FY2015, FREEMAN HEALTH SYSTEM WAS ONE OF 19 HOSPITALS IN MISSOURI RECOGNIZED BY THE MARCH OF DIMES FOR HAVING ZERO ELECTIVE EARLY INDUCTIONS OR CESAREAN DELIVERIES PERFORMED BEFORE THE 39TH WEEK OF PREGNANCY. THE MARCH OF DIMES SAID THIS GIVES MORE BABIES A HEALTHY START IN LIFE, NOTING THAT BABIES DELIVERED BEFORE FULL TERM ARE AT INCREASED RISK OF SERIOUS HEALTH PROBLEMS AND DEATH IN THEIR FIRST YEAR OF LIFE. RECENT RESEARCH BY THE MARCH OF DIMES, THE NATIONAL INSTITUTES OF HEALTH AND THE U.S. FOOD AND DRUG ADMINISTRATION FOUND THAT THE RISK OF DEATH MORE THAN DOUBLES FOR INFANTS BORN AT 37 WEEKS OF PREGNANCY WHEN COMPARED TO BABIES BORN AT 40 WEEKS FOR ALL RACES AND ETHNICITIES. BABIES BORN JUST A FEW WEEKS EARLY ALSO HAVE HIGHER RATES OF HOSPITALIZATION AND ILLNESS THAN FULL-TERM INFANTS. IN FY 2015, FREEMAN MATERNITY CENTER SERVED 1,077 MEDICAID PATIENTS, OR 46% OF ITS CASELOAD. SELF-PAY PATIENTS (THOSE WITH NO INSURANCE) REPRESENTED 4% OF THE MOTHERS DELIVERING BABIES AT FREEMAN. AS THESE STATISTICS INDICATE, FREEMAN PROVIDES A SAFETY NET FOR EXPECTANT MOTHERS WHO LIVE IN POVERTY AND RECEIVE GOVERNMENT ASSISTANCE AND THOSE WHO SCRAPE BY WITHOUT ASSISTANCE BUT HAVE NO HEALTH INSURANCE. MEDICAID REIMBURSEMENT DOES NOT COVER THE COST OF PROVIDING THE LEVEL OF TREATMENT REQUIRED. IN FY 2015, COMPLETE REMODELING OF THE FREEMAN MATERNITY CENTER BEGAN WITH CONSTRUCTION CONTINUING INTO FY 2016. RENOVATIONS INCLUDE ALL-NEW PATIENT ROOMS, HALLWAYS, NURSES STATION AND NURSERY. THE PROJECT ALSO INCLUDES INSTALLING THE LATEST EQUIPMENT AND TECHNOLOGIES, ALONG WITH BRAND NEW CEILINGS, WALL FINISHES, FLOORING, FURNISHINGS AND ART. NURSING STATIONS LOCATED CLOSER TO PATIENTS WILL RESULT IN BETTER SERVICE FOR MOMS AND FEWER STEPS FOR NURSES. SPACIOUS, NEW PATIENT ROOMS WILL MAKE IT POSSIBLE FOR MOTHERS AND BABIES TO ROOM-IN TOGETHER FOR AN ENHANCED BONDING EXPERIENCE. EACH ROOM WILL HAVE A COUCH FOR DAD OR ANOTHER LOVED ONE, A SINK FOR BATHING BABY, SPECIAL LIGHTING FOR BABY ASSESSMENTS, A ROCKING RECLINER, A NEW BATHROOM, A COMMUNICATION BOARD WITH EDUCATIONAL FEATURES AND A FLAT-PANEL TV. THE ENTIRE DEPARTMENT WILL HAVE ENHANCED SAFETY FEATURES, INCLUDING LOCK-DOWN CAPABILITIES WITH CAMERAS IN THE HALLWAYS AND AN INFANT BANDING AND SECURITY SYSTEM. ADDITIONALLY, CONSTRUCTION BEGAN ON IMPROVEMENTS TO THE LABOR AND DELIVERY AREA, WITH AN HVAC UPGRADE IN THE SURGICAL SUITES THAT WILL INCREASE THE NUMBER OF AIR EXCHANGES TO 25 PER HOUR. THIS WILL MINIMIZE THE ENTRANCE OF AIRBORNE BACTERIA INTO THE STERILE FIELD AND IMPROVE THE SAFETY AND QUALITY OF SURGICAL PROCEDURES IN OUR OPERATING SUITES. NICU IN FY 2015, FREEMAN HAD THE REGION'S ONLY NEONATAL INTENSIVE CARE UNIT (NICU) PROVIDING IMMEDIATE CRITICAL CARE FOR PREMATURE AND CRITICALLY ILL INFANTS. THE UNIT INCLUDES SKILLED AND EXPERIENCED PHYSICIANS AND STAFF WHO STAND READY TO PROVIDE THE IMMEDIATE CRITICAL CARE PREMATURE BABIES NEED. FREEMAN NICU PROVIDES SPECIALIZED CARE USING STATE-OF-THE-ART TECHNOLOGY AND DECADES OF EXPERIENCE. SURVIVAL RATES FOR INFANTS LESS THAN THREE POUNDS HAVE INCREASED SIGNIFICANTLY AS A RESULT OF THE OUTSTANDING MEDICAL CARE PROVIDED BY THE FREEMAN NICU TEAM OF DOCTORS, NEONATAL NURSE PRACTITIONERS, SPECIALIZED DEVELOPMENTAL THERAPISTS AND NURSES. IN FY 2015, FREEMAN NICU CELEBRATED ITS 20TH ANNIVERSARY. THANKS TO THE CARE PROVIDED BY FREEMAN NICU, MORE THAN 5,500 BABIES BORN PREMATURELY OR CRITICALLY ILL HAVE RECEIVED A FIGHTING CHANCE TO LIVE. IN HONOR OF THIS ANNIVERSARY, GENEROUS DONORS PRESENTED FREEMAN NICU WITH THE ANGEL EYE CAMERA SYSTEM THAT PERMITS FAMILY MEMBERS WHO ARE AWAY FROM THE HOSPITAL TO CHECK IN ON THEIR NICU BABIES THROUGH A LIVE VIDEO FEED AND AUDIO CONNECTION. IN FY 2015, FREEMAN NICU SERVED 348 PREMATURELY BORN OR CRITICALLY ILL BABIES. OF THESE TINY PATIENTS, 208 RECEIVED MEDICAID, WHICH REPRESENTS 60% OF FREEMAN NICU'S CASELOAD. SELF-PAY PATIENTS (THOSE WITH NO INSURANCE) REPRESENTED 4% OF FREEMAN NICU PATIENTS. NEONATAL INTENSIVE CARE IS EXTREMELY EXPENSIVE TO PROVIDE, AND MEDICAID REIMBURSEMENT DOES NOT COVER THE COST OF PROVIDING THE LEVEL OF TREATMENT REQUIRED. SURGICAL CARE CONSTRUCTION ON A NEW OPERATING ROOM BEGAN AT FREEMAN WEST IN FY 2015 AND CONTINUED INTO FY 2016. THE NEW ROOM INCLUDES ROOM FOR ALL OF THE LATEST TECHNOLOGIES, SUCH AS THE O-ARM IMAGING SYSTEM, WHICH IMPROVES PATIENT OUTCOMES BY GIVING SURGEONS A REAL-TIME, PRECISE 3D IMAGES OF THE PATIENT'S ANATOMY. ADDITIONALLY WORK BEGAN ON A COMPLETE RENOVATION OF THE POST-SURGERY RECOVERY AREA WITH MANY IMPROVEMENTS TO IMPROVE PATIENT CARE.
FORM 990, PART III, LINE 4C FREEMAN CANCER INSTITUTE: FREEMAN CANCER INSTITUTE EMPLOYS A SOCIAL WORKER TO HELP PATIENTS DEAL WITH THE ISSUES SURROUNDING TREATMENT AND RECOVERY. ADDITIONALLY, FREEMAN STAFF WORK WITH DRUG COMPANIES AND OTHER ORGANIZATIONS TO PROCURE FREE CANCER MEDICATIONS FOR PATIENTS WHO CANNOT AFFORD THEM. FREEMAN CANCER PATIENTS HAVE THE OPPORTUNITY TO TAKE ADVANTAGE OF A SPECIAL RESOURCE AT FREEMAN CANCER INSTITUTE. HAIR LOSS IS A VERY REAL CONCERN FOR WOMEN UNDERGOING CANCER TREATMENT. WOMEN IN JOPLIN AND SURROUNDING AREAS HAVE THE OPPORTUNITY TO RECEIVE A FREE HEADDRESS FROM AMERICAN CANCER SOCIETY RESOURCE CENTER, LOCATED INSIDE FREEMAN CANCER INSTITUTE. THE CANCER RESOURCE CENTER IS DEDICATED TO BOOSTING A WOMAN'S CONFIDENCE DURING THIS DIFFICULT PERIOD IN HER LIFE. THE RESOURCE CENTER WIG ROOM OFFERS WIGS AS GIFTS TO WOMEN WHO CANNOT AFFORD THEM. SCARVES AND HATS ARE ALSO AVAILABLE. WOMEN ARE INVITED TO SELECT THEIR CHOICE OF HEADDRESS, AND WITH THE HELP OF A STAFF MEMBER, SELECT A PIECE MOST BECOMING TO THEM. TO HELP CATCH BREAST CANCER WHILE IT IS TREATABLE, HELPING FRIENDS MAMMOGRAM FUND, ADMINISTERED THROUGH FREEMAN DEVELOPMENT OFFICE, PROVIDES MAMMOGRAMS FOR WOMEN WHO CAN'T AFFORD THEM. IN FY2015, HELPING FRIENDS MAMMOGRAM FUND HELPED 13 WOMEN BY PROVIDING $3,932.50 IN MAMMOGRAMS, AS WELL AS EDUCATIONAL MATERIALS. FREEMAN CANCER SUPPORT GROUP OFFERS AN OPPORTUNITY FOR CANCER PATIENTS, SURVIVORS AND FAMILY MEMBERS TO TALK ABOUT THEIR EXPERIENCES AND LEARN ABOUT SUPPORT AND RESOURCES IN A CARING AND INFORMATIVE ENVIRONMENT. MEETINGS, WHICH ARE FREE AND OPEN TO THE PUBLIC, ARE HELD MONTHLY. ADDITIONALLY, A BREAST CANCER SUPPORT GROUP WAS STARTED IN FY2015 SPECIFICALLY TO ADDRESS THE NEEDS OF WOMEN FACING BREAST CANCER. IT MEETS MONTHLY TO GIVE PATIENTS, SURVIVORS AND FAMILY MEMBERS AN OPPORTUNITY TO TALK ABOUT THEIR EXPERIENCES WITH THE DISEASE. SUPPORT AND RESOURCES ARE OFFERED IN CARING AND INFORMATIVE ENVIRONMENT. ALL MEETINGS ARE FREE AND OPEN TO THE PUBLIC. CLINICAL TRIALS FOR CANCER PATIENTS FREEMAN ALSO OFFERS CANCER PATIENTS THE OPPORTUNITY TO PARTICIPATE IN CLINICAL TRIALS. A CLINICAL TRIAL IS A CAREFULLY DESIGNED STUDY IN WHICH PATIENTS WILLINGLY PARTICIPATE IN RESEARCH INVESTIGATIONS AND TREATMENTS UNDER CLOSE SUPERVISION OF A PHYSICIAN AND OTHER MEDICAL PROFESSIONALS. CLINICAL TRIALS TAKE PLACE IN PHASES. THEY ARE REVIEWED BY AN INDEPENDENT BOARD TO PROTECT THE RIGHTS AND WELFARE OF PARTICIPANTS; SPONSORED BY VARIOUS ORGANIZATIONS, SUCH AS MEDICAL INSTITUTIONS AND PHARMACEUTICAL COMPANIES; AND MONITORED AND SUPPORTED BY GOVERNMENT AGENCIES, SUCH THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE U.S. FOOD AND DRUG ADMINISTRATION. CLINICAL TRIALS KEEP PARTICIPATING PATIENTS INFORMED OF WHAT'S HAPPENING DURING THE COURSE OF THE TRIAL. THESE PATIENTS OFTEN BECOME THE BEST ADVOCATES IN ADVANCING MEDICAL RESEARCH. WHILE PATIENTS RECEIVE NO PAY FOR PARTICIPATION IN CLINICAL TRIALS, THEY DO GET A CHANCE TO TRY EMERGING THERAPIES, HELPING THEMSELVES AND OTHERS IN THE FUTURE. IN FY 2015, CONSTRUCTION BEGAN ON THE NEW FREEMAN RADIATION ONCOLOGY CENTER AND CONTINUED INTO FY 2016. THE PROGRAM INCLUDES THE ACQUISITION OF A TOP-OF-THE-LINE VARIAN TRUEBEAM LINEAR ACCELERATOR - THE BEST ON THE MARKET TODAY. THIS TECHNOLOGY HELPS A TEAM OF PHYSICIANS TREAT A BROAD RANGE OF CANCERS WITH HIGH ENERGY X-RAYS THAT DESTROY CANCER CELLS WHILE MINIMIZING DAMAGE TO THE SURROUNDING TISSUE. THE ACCELERATOR PINPOINTS HARD-TO-REACH TUMORS THROUGH PRECISE SHAPING OF THE X-RAY BEAM AND ALLOWS PATIENTS TO EXPERIENCE SHORTER, MORE COMFORTABLE TREATMENTS WITH FEWER COMPLICATIONS. THIS NEW PROGRAM WILL ENABLE ONCOLOGISTS TO COMMUNICATE SEAMLESSLY WITH RADIATION ONCOLOGISTS TO ENSURE THE BEST OUTCOMES FOR PATIENTS.
FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENT & SALARIES: FREEMAN HEALTH SYSTEM FILES ALL W-2'S ON BEHALF OF FREEMAN NEOSHO HOSPITAL (FNH), A RELATED ORGANIZATION. THE AMOUNT OF W-2'S FILED FOR THE YEAR ON PART V, LINE 2A, INCLUDES THE AMOUNT OF W-2'S FILED ON BEHALF OF FNH FOR THOSE THAT WORK PRIMARILY FOR FNH AND THE W-2'S FILED FOR FREEMAN HEALTH SYSTEM EMPLOYEES. SALARY AND BENEFITS EXPENSES ARE ALLOCATED FROM FREEMAN HEALTH SYSTEM TO FNH FOR THOSE EMPLOYEES WHO WORK PRIMARILY FOR FNH.
FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, THE DRAFT OF THE FORM 990 IS REVIEWED BY MEMBERS OF TOP MANAGEMENT. ONCE A FINAL DRAFT IS READY, A POWER POINT PRESENTATION IS MADE TO THE BOARD MEMBERS AT THE BOARD OF DIRECTORS MEETING TO EXPLAIN THE 990 AND ITS USES. THE BOARD REVIEWS THE DOCUMENT FOR KEY INFORMATION INCLUDED. PAPER COPIES ARE MADE AVAILABLE TO THE BOARD MEMBERS AT THEIR REQUEST.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS EACH YEAR IN APRIL. THE BOARD MEMBERS ARE ASKED TO SIGN A NEW CONFLICT OF INTEREST POLICY AND LIST ANY POSSIBLE CONFLICTS. THIS INFORMATION IS REVIEWED AND MAINTAINED IN THE ADMINISTRATIVE OFFICES. IF A BOARD MEMBER ENCOUNTERS A TRANSACTION THAT WOULD CAUSE A POSSIBLE CONFLICT OF INTEREST, A FORM DETAILING THE TRANSACTION IS COMPLETED AND SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL. IF A CONFLICT IS FOUND, THE INTERESTED PERSON WILL NOT PARTICIPATE IN THE DISCUSSION OR VOTE ON A TRANSACTION INVOLVING HIS OR HER CONFLICT. THE CONFLICT OF INTEREST POLICY WAS UPDATED IN FISCAL YEAR 2011 TO REQUIRE AN ATTESTATION FORM FROM ALL EMPLOYED PHYSICIANS AND LEVEL FOUR SUPERVISORS/MANAGERS AND UP. CORPORATE OFFICERS AND KEY EMPLOYEES ARE ALSO REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINES 15A & 15B FREEMAN HEALTH SYSTEM COMPENSATION REVIEW: EXECUTIVE COMPENSATION PHILOSOPHY & STRATEGY I. KEY PRINCIPLES FREEMAN HEALTH SYSTEM ("FHS") DESIRES TO ENSURE THAT ITS EXECUTIVE COMPENSATION PROGRAM IS COMPETITIVE, FAIR, AND EQUITABLE; COMPLIANT WITH REGULATORY GUIDELINES; AND REPRESENTATIVE OF MARKET BEST PRACTICES. KEY PRINCIPLES THAT GUIDE FHS'S EXECUTIVE COMPENSATION DECISION-MAKING PROCESS INCLUDE: -EXECUTIVE COMPENSATION PROGRAMS WILL SUPPORT FHS'S MISSION, VALUES, STRATEGIC DIRECTION, AND TAX-EXEMPT STATUS. -FHS COMPETES IN A NATIONAL MARKET FOR ITS EXECUTIVES AND THUS WILL CONSIDER PAY PRACTICES THAT ARE REPRESENTATIVE OF THE INDUSTRY. -THE RELATIVE PAY LEVELS OF FHS EXECUTIVES WILL OVER TIME REFLECT BOTH INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. -FHS INTENDS TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER IRS INTERMEDIATE SANCTIONS REGULATIONS. THUS, EXECUTIVE COMPENSATION PROGRAMS AND DECISIONS WILL BE APPROVED, IN ADVANCE OF ITS IMPLEMENTATION BY THE EXECUTIVE COMPENSATION COMMITTEE (HEREAFTER THE "COMMITTEE") OF THE BOARD OF DIRECTORS: *THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS, WHO ARE INDEPENDENT OF FHS'S MANAGEMENT, HAVE NO PERSONAL INTEREST IN THE COMPENSATION ARRANGEMENTS, ARE NOT RELATED TO, OR UNDER THE CONTROL OF ANY INDIVIDUAL WHOSE COMPENSATION ARRANGEMENT IS BEING REVIEWED AND HAVE NO MATERIAL BUSINESS RELATIONSHIP WITH FHS. *THE COMMITTEE WILL RELY UPON APPROPRIATE, INDEPENDENT COMPARABILITY DATA TO SUPPORT ITS DECISION MAKING PROCESS. *THE COMMITTEE WILL ADEQUATELY DOCUMENT ITS DELIBERATIONS, DECISIONS, AND ACTIONS ON A TIMELY BASIS. II. PRIMARY PROGRAM COMPONENTS FHS'S EXECUTIVE TOTAL COMPENSATION PROGRAM CONSISTS OF THE FOLLOWING COMPONENTS: -BASE SALARY -ANNUAL AT RISK COMPENSATION -STANDARD ALL EMPLOYEE BENEFITS -SUPPLEMENTAL BENEFITS AND PERQUISITES -SEVERANCE ANNUALLY, THE COMMITTEE WILL DIRECT THE REVIEW OF THE COMPONENTS OF THE EXECUTIVE COMPENSATION PROGRAM AND APPROVE PROGRAM MODIFICATIONS AS APPROPRIATE. THE COMMITTEE MAY ALSO AUTHORIZE UNIQUE PROGRAM COMPONENTS WHICH SUPPORT THE ACHIEVEMENTS OF FHS'S MISSION. III. MARKET COMPARATORS FHS WILL CONSIDER A NATIONAL PEER GROUP OF HEALTHCARE ORGANIZATIONS COMPARABLE TO FHS IN SIZE (I.E., NET REVENUES) AND COMPLEXITY TO DETERMINE THE MARKET VALUES FOR EACH OF ITS EXECUTIVE POSITIONS. THIS PEER GROUP WILL PRIMARILY BE COMPRISED OF NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS (BUT FOR-PROFIT ORGANIZATIONS MAY BE CONSIDERED SELECTIVELY) FOR FUNCTIONALLY COMPARABLE POSITIONS AS REPORTED IN SURVEYS CONDUCTED BY INDEPENDENT FIRMS. -CASH COMPENSATION THE FOLLOWING ORGANIZATIONS/MARKETS ARE THE PRIMARY COMPARATORS FOR COMPENSATION PURPOSES: *SYSTEM LEVEL EXECUTIVES: HEALTH SYSTEMS OF COMPARABLE SIZE TO FHS, BASED ON NET REVENUE. THESE WILL BE BASED ON NATIONAL HEALTHCARE LABOR MARKETS. *HOSPITAL LEVEL EXECUTIVES: HOSPITALS OF COMPARABLE SIZE TO THE FHS ENTITY, BASED ON NET REVENUE. THESE WILL BE BASED ON NATIONAL HEALTHCARE LABOR MARKETS. *OTHER EXECUTIVES: ORGANIZATIONS OF COMPARABLE SIZE IN RELEVANT MARKET SEGMENTS SUCH AS MEDICAL GROUP PRACTICES, HOME HEALTH, AND THE LIKE. THESE WILL BE BASED ON NATIONAL HEALTHCARE LABOR MARKET. -EXECUTIVE BENEFITS FHS WILL DEVELOP AND ADMINISTER EXECUTIVE BENEFIT (I.E., STANDARD BENEFITS, SUPPLEMENTAL EXECUTIVE BENEFITS, AND PERQUISITES) PLANS THAT ARE BASED ON NATIONAL HEALTHCARE INDUSTRY MARKET NORMS. IV. MARKET POSITION TARGETS FHS HAS ESTABLISHED A TARGET MARKET POSITION FOR EACH OF THE COMPONENTS OF ITS EXECUTIVE TOTAL COMPENSATION PROGRAM. -BASE SALARIES: FHS WILL MANAGE ITS EXECUTIVES' BASE SALARIES AROUND THE 50TH PERCENTILE OF BASE SALARIES PAID IN THE MARKET. SALARIES WILL VARY FROM THE 50TH PERCENTILE BASED AN EXECUTIVE'S EXPERIENCE AND PERFORMANCE. FOR EXAMPLE: *EXECUTIVES WHO ARE NEW TO THE ORGANIZATION AND/OR HAVE LIMITED OR NO PRIOR EXECUTIVE-LEVEL EXPERIENCE SHOULD HAVE SALARIES THAT ARE 80 TO 90 PERCENT OF THE 50TH PERCENTILE. *EXPERIENCED EXECUTIVES (WITH APPROXIMATELY 5 TO 7 YEARS OF EXECUTIVE-LEVEL EXPERIENCE) WHO CONSISTENTLY MEET FHS'S PERFORMANCE EXPECTATIONS SHOULD HAVE SALARIES THAT ARE 90 TO 110 PERCENT OF THE 50TH PERCENTILE. *EXPERIENCED EXECUTIVES (WITH MORE THAN 7 YEARS OF EXECUTIVE-LEVEL EXPERIENCE) WHO CONSISTENTLY EXCEED FHS'S PERFORMANCE EXPECTATIONS SHOULD HAVE SALARIES THAT ARE 110 TO 120 PERCENT OF THE 50TH PERCENTILE. -TOTAL CASH COMPENSATION: THE GOAL OF THIS COMPONENT IS TO PAY UP TO THE 75TH PERCENTILE OF MARKET TOTAL CASH COMPENSATION WHEN EXCEPTIONAL PERFORMANCE IS ACHIEVED. TOTAL CASH COMPENSATION INCLUDES BASE SALARIES AND LUMP-SUM AWARDS FROM FHS'S EXECUTIVE AT RISK COMPENSATION PLAN(S). ACTUAL TOTAL CASH COMPENSATION WILL REFLECT EXECUTIVES' CURRENT SALARIES, INDIVIDUAL PERFORMANCE AND CONTRIBUTIONS, AND THE ORGANIZATION'S PERFORMANCE. -EXECUTIVE BENEFITS: FHS TARGETS EXECUTIVE BENEFITS (STANDARD BENEFITS PLUS SUPPLEMENTAL EXECUTIVE BENEFITS AND PERQUISITES) AT THE 50TH PERCENTILE OF EXECUTIVE BENEFITS PROVIDED IN THE HEALTHCARE MARKET. -SEVERANCE: FHS TARGETS EXECUTIVE SEVERANCE AT THE 50TH PERCENTILE OF CURRENT HEALTHCARE MARKET PRACTICES. OTHER BUSINESS JUDGMENT FACTORS SUCH AS COMPETITIVE MARKET FORCES, EACH EXECUTIVE'S JOB PERFORMANCE, EACH EXECUTIVE'S UNIQUE SKILLS, RESPONSIBILITIES AND EFFORTS, AND/OR EACH EXECUTIVE'S MARKETPLACE STANDING, ARE ALSO CONSIDERED BY THE COMMITTEE DURING ITS DECISION MAKING PROCESS.
FORM 990, PART VI, SECTION B, LINES 15A & 15B FREEMAN HEALTH SYSTEM COMPENSATION REVIEW (CONTINUED): EXECUTIVE COMPENSATION COMMITTEE CHARTER THIS EXECUTIVE COMPENSATION COMMITTEE CHARTER WAS ADOPTED BY THE BOARD OF DIRECTORS (THE "BOARD") OF FREEMAN HEALTH SYSTEM (HEREAFTER "FHS") ON APRIL 25, 2008. THIS CHARTER APPLIES TO FHS AND ALL OF ITS BUSINESS ENTITIES, INCLUDING FREEMAN NEOSHO HOSPITAL, OZARK CENTER AND THE FREEMAN FOUNDATION (HEREAFTER THE "SYSTEM"). THIS CHARTER IS A COMPONENT OF THE FLEXIBLE FRAMEWORK WITHIN WHICH THE BOARD, ASSISTED BY ITS COMMITTEES, DIRECTS THE AFFAIRS OF FHS. WHILE THE CHARTER SHOULD BE INTERPRETED IN THE CONTEXT OF ALL APPLICABLE LAWS AND REGULATIONS, AS WELL AS IN THE CONTEXT OF FHS'S ARTICLES OF INCORPORATION AND BYLAWS, IT IS NOT INTENDED TO ESTABLISH BY ITS OWN FORCE ANY LEGALLY BINDING OBLIGATIONS. I. PURPOSE THE EXECUTIVE COMPENSATION COMMITTEE (HEREAFTER THE "COMMITTEE") IS AUTHORIZED TO ACT ON THE BOARD'S BEHALF IN (I) DETERMINING APPROPRIATE COMPENSATION FOR SYSTEM EXECUTIVES AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE IRS INTERMEDIATE SANCTIONS REGULATIONS; (II) EVALUATING SYSTEM EXECUTIVES' AND OTHER DISQUALIFIED PERSONS' CASH COMPENSATION PLANS, POLICIES, AND PROGRAMS; (III) REVIEWING BENEFIT PLANS FOR SYSTEM EXECUTIVES AND OTHER DISQUALIFIED PERSONS; AND (IV) VERIFYING THAT COMPENSATION INFORMATION IS APPROPRIATELY AND FULLY DISCLOSED. -A DISQUALIFIED PERSON: IS ANY PERSON WHO IS OR WAS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE APPLICABLE TAX-EXEMPT ORGANIZATION. IT IS NOT NECESSARY THAT THE PERSON ACTUALLY EXERCISE SUBSTANTIAL INFLUENCE, ONLY THAT THE PERSON BE IN A POSITION TO DO SO. -FOR PURPOSES OF THIS CHARTER, "EXECUTIVES" ARE DEFINED AS SYSTEM EXECUTIVES AND OTHER DISQUALIFIED PERSONS VALIDATED BY THE COMMITTEE. IN DISCHARGING ITS ROLE, THE COMMITTEE IS EMPOWERED TO INVESTIGATE ANY MATTER BROUGHT TO ITS ATTENTION WITH ACCESS TO ALL BOOKS, RECORDS, FACILITIES, AND PERSONNEL OF THE SYSTEM. IT HAS THE AUTHORITY TO RETAIN OUTSIDE ADVISORS (E.G., LEGAL COUNSEL, COMPENSATION CONSULTANTS, OR OTHER EXPERTS) AND WILL RECEIVE ADEQUATE FUNDING FROM THE SYSTEM TO ENGAGE SUCH ADVISORS. IT SHALL HAVE THE SOLE AUTHORITY TO RETAIN, COMPENSATE, TERMINATE, AND OVERSEE ITS ADVISORS, WHO SHALL BE ACCOUNTABLE ULTIMATELY TO THE COMMITTEE. TO SUPPORT THE COMMITTEE, A TIMETABLE AND RESOURCE BOOK WILL BE DEVELOPED CONTAINING THE NECESSARY DATA, INFORMATION, AND DOCUMENTS THE COMMITTEE WILL NEED TO CARRY OUT ITS DUTIES. THE RESOURCE BOOK WILL BE DISTRIBUTED TO THE COMMITTEE IN ADVANCE OF ITS MEETINGS AND FHS WILL MAINTAIN THESE BOOKS AT ITS CORPORATE OFFICE. THE COMMITTEE ALSO WILL RECEIVE TRAINING IN COMPENSATION PLAN DESIGN AND ADMINISTRATION, INCLUDING LEGAL AND REGULATORY ISSUES (AS NEEDED). II. COMMITTEE MEMBERSHIP THE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD. IN ACCORDANCE WITH THE CORPORATE BYLAWS, IT SHALL CONSIST OF AT LEAST THREE, BUT NOT MORE THAN FIVE, MEMBERS OF THE BOARD. EACH COMMITTEE MEMBER HAS BEEN DETERMINED BY THE BOARD TO BE "INDEPENDENT" IN ACCORDANCE WITH IRS INTERMEDIATE SANCTIONS REGULATIONS. AT THE START OF THE YEAR, EACH MEMBER WILL REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY TO ENSURE HE OR SHE HAS NO CONFLICT OF INTEREST AND IS "INDEPENDENT". IF A REAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST IS IDENTIFIED, THE COMMITTEE MEMBER WILL REVIEW THE ISSUE WITH THE COMMITTEE CHAIR AND LEGAL COUNSEL TO DETERMINE THE APPROPRIATE ACTION. IN ADDITION, NO DIRECTOR MAY SERVE ON THE COMMITTEE UNLESS HE OR SHE IS A "NON-EMPLOYEE" MEMBER OF A SYSTEM BOARD. THE FHS BOARD WILL APPOINT A COMMITTEE CHAIR TO CONVENE ALL SESSIONS, SET AGENDAS FOR MEETINGS, AND DETERMINE THE INFORMATION NEEDS OF THE COMMITTEE. BEFORE DEBATING AND VOTING ON ANY COMPENSATION ARRANGEMENT, EACH MEMBER SHALL DETERMINE WHETHER HE OR SHE HAS A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT. ANY MEMBER WITH A CONFLICT OF INTEREST REGARDING A PARTICULAR COMPENSATION ARRANGEMENT OR TRANSACTION SHALL RECUSE HIMSELF OR HERSELF FROM THE DISCUSSION AND SHALL NOT VOTE ON THE PENDING COMPENSATION ARRANGEMENT OR TRANSACTION. III. COMMITTEE SUPPORT STAFF THE COMMITTEE SHALL BE ASSISTED IN FULFILLING ITS DUTIES AND RESPONSIBILITIES BY A FHS SUPPORT STAFF COMPRISED OF THE FOLLOWING POSITIONS: -THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) -CHIEF FINANCIAL OFFICER -CONTROLLER -DIRECTOR OF HUMAN RESOURCES FROM TIME TO TIME, THE COMMITTEE MAY REQUEST OTHER SYSTEM POSITIONS TO SERVE AS SUPPORT STAFF MEMBERS. WHEN THE COMMITTEE VOTES ON COMPENSATION MATTERS RELATED TO ANY OF THE SUPPORT STAFF, THE SUPPORT STAFF SHOULD BE EXCUSED FROM THE MEETING. IV. COMMITTEE MEETINGS THE COMMITTEE SHALL MEET ON A REGULARLY SCHEDULED BASIS TWO TIMES PER YEAR OR MORE FREQUENTLY AS CIRCUMSTANCES DICTATE. THE COMMITTEE SHALL MEET AT LEAST (ANNUALLY) WITH FHS'S PRESIDENT AND CEO AND OTHER CORPORATE OFFICERS THE BOARD AND COMMITTEE DEEM APPROPRIATE, TO DISCUSS AND REVIEW THE PERFORMANCE CRITERIA AND COMPENSATION LEVELS OF SYSTEM EXECUTIVES AND OTHER DISQUALIFIED PERSONS. MEETINGS OF THE COMMITTEE MAY BE HELD TELEPHONICALLY. A MAJORITY OF THE MEMBERS SHALL CONSTITUTE A QUORUM SUFFICIENT FOR THE TAKING OF ANY ACTION BY THE COMMITTEE. V. COMMITTEE RESPONSIBILITIES THE FOLLOWING RESPONSIBILITIES ARE SET FORTH AS A GUIDE WITH THE UNDERSTANDING THAT THE COMMITTEE MAY DIVERGE FROM THIS LIST AS APPROPRIATE GIVEN THE CIRCUMSTANCES. THE COMMITTEE SHALL REPORT ANY DIVERGENCE FROM THIS LIST TO THE FULL BOARD. THE COMMITTEE IS AUTHORIZED TO CARRY OUT THESE AND SUCH OTHER RESPONSIBILITIES ASSIGNED BY THE BOARD FROM TIME TO TIME, AND TAKE ANY ACTIONS REASONABLY RELATED TO THE MANDATE OF THIS CHARTER. -ESTABLISH, REGULARLY REVIEW, AND APPROPRIATELY MODIFY THE FHS EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY. THE EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY WILL BE REVIEWED AND APPROVED BY THE FULL BOARD. -ADMINISTER EXECUTIVE COMPENSATION PROGRAMS IN A MANNER: *CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY, *THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE IRS INTERMEDIATE SANCTIONS REGULATIONS. -VALIDATE THE GOALS AND OBJECTIVES RELEVANT TO THE COMPENSATION OF THE PRESIDENT AND CEO, SYSTEM EXECUTIVES, AND OTHER DISQUALIFIED PERSONS, INCLUDING ANNUAL PERFORMANCE OBJECTIVES. -EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO, AND REVIEW THE EVALUATIONS PREPARED BY THE PRESIDENT/CEO AND OTHER SYSTEM EVALUATION COMMITTEES OF OTHER EXECUTIVES/DISQUALIFIED PERSONS BASED ON APPROVED GOALS AND OBJECTIVES. -ESTABLISH THE COMPENSATION LEVEL FOR THE PRESIDENT/CEO AND REVIEW AND APPROVE COMPENSATION RECOMMENDATIONS PREPARED BY THE PRESIDENT/CEO FOR ALL EXECUTIVES AND DO SAME FOR EXECUTIVES AND DISQUALIFIED PERSONS FROM OTHER SYSTEM ENTITIES. -REVIEW AND APPROVE CHANGES, IN ADVANCE OF THEIR IMPLEMENTATION, INCLUDING: *EXECUTIVE BASE SALARIES AND RANGE *AT RISK COMPENSATION PLANS *EXECUTIVE WELFARE AND RETIREMENT BENEFIT PLANS *OTHER EXECUTIVE FRINGE BENEFITS *EMPLOYMENT AGREEMENTS AND/OR SEVERANCE PLANS -MAINTAIN MINUTES OR OTHER RECORDS OF COMMITTEE MEETINGS AND ACTIVITIES, AS REQUIRED BY IRS INTERMEDIATE SANCTIONS REGULATIONS. -ENGAGE INDEPENDENT, OUTSIDE ADVISORS TO PROVIDE OBJECTIVE AND IMPARTIAL COMPENSATION DATA AND EXPRESS AN OPINION ON THE REASONABLENESS OF TOTAL COMPENSATION. -REVIEW PERIODICALLY THE COMPONENTS OF FHS'S EXECUTIVE TOTAL COMPENSATION PROGRAM TO DETERMINE WHETHER THEY ARE PROPERLY COORDINATED AND ACHIEVE ITS INTENDED PURPOSE(S), AND APPROVE MODIFICATIONS, INCLUDING NEW PROGRAMS. -REPORT REGULARLY TO THE FULL BOARD AND TO OTHER SYSTEM BOARDS ON COMMITTEE FINDINGS AND APPROVED ACTIONS AND ANY OTHER MATTERS THE COMMITTEE DEEMS APPROPRIATE OR THE BOARD REQUESTS. -CONDUCT AN ANNUAL SELF-EVALUATION OF THE COMMITTEE'S PERFORMANCE, INCLUDING ITS EFFECTIVENESS AND COMPLIANCE WITH THIS CHARTER. -REVIEW AND REASSESS THE ADEQUACY OF THIS CHARTER ANNUALLY, AND AMEND IT AS THE COMMITTEE DEEMS APPROPRIATE. -COMMUNICATE WITH EXTERNAL PARTIES, AS APPROPRIATE, REGARDING COMMITTEE PROCEDURES AND THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVES AND OTHER DISQUALIFIED PERSONS. A COMPENSATION REVIEW LAST OCCURRED IN JUNE OF 2014, CONDUCTED BY INTEGRATED HEALTHCARE STRATEGIES.
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII BOARD MEMBER COMPENSATION: NO DIRECTORS RECEIVE COMPENSATION FOR THEIR SERVICES AS BOARD MEMBERS. BOARD MEMBERS LARRY MCINTIRE, JOHN COX AND RODNEY MCFARLAND ARE EMPLOYEES OF THE ORGANIZATION AND COMPENSATED AS PHYSICIANS. ADDITIONALLY, PAULA BAKER RECEIVES COMPENSATION FOR HER DUTIES AS PRESIDENT/CEO OF BOTH FREEMAN HEALTH SYSTEM AND FREEMAN NEOSHO HOSPITAL.
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: $(2,715,653) WRITEOFF OF UNCOLLECTIBLE PLEDGES
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
FREEMAN HEALTH SYSTEM
 
Employer identification number

43-1704371
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) FHS HOLDINGS LLC
1102 W 32ND ST
JOPLIN,MO64804
20-5441528
LT ACUTE CARE MO -120,073 1,090,437 FREEMAN HLTH
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) FREEMAN NEOSHO HOSPITAL
113 W HICKORY

NEOSHO,MO64850
43-1240629
HOSPITAL MO 501(C)(3) 3 FREEMAN HLTH
 
Yes
 
(2) OZARK CENTER
3006 MCCLELLAND BLVD

JOPLIN,MO64804
43-0821959
BEHAVRL HLTH MO 501(C)(3) 9 FREEMAN HLTH
 
Yes
 
(3) MAGNOLIA HEIGHTS HOUSING CORPORATION
3006 MCCLELLAND BLVD

JOPLIN,MO64804
47-0950622
HUD HOUSING MO 501(C)(3) 11 A I OZARK CENTER
 
Yes
 
(4) CEDAR HILL HOUSING CORPORATION
3006 MCCLELLAND BLVD

JOPLIN,MO64804
47-0943557
HUD HOUSING MO 501(C)(3) 11 A I OZARK CENTER
 
Yes
 
(5) POPLAR PLACE HOUSING CORPORATION
3006 MCCLELLAND BLVD

JOPLIN,MO64804
90-0462595
HUD HOUSING MO 501(C)(3) 11 A I OZARK CENTER
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) FREEMAN SURGICAL CE

11221 ROE AVE STE 320 LEAWOOD
LEAWOOD,KS66211
26-2652980
AMBULATORY SURGER MO FREEMAN HLTH
 
RELATED 2,049,940 1,906,714   No 0 Yes   52.329 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) OZARK CENTER

A/J 117,429 FMV
(2) OZARK CENTER

B 607,384 FMV
(3) FREEMAN NEOSHO HOSPITAL

D 380,937 FMV
(4) OZARK CENTER

D 312,974 FMV
(5) OZARK CENTER

M 630,500 FMV

Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART I, LINE 1, COLUMN B THE ORGANIZATION'S PRIMARY ACTIVITIES INCLUDE LT ACUTE CARE AND OUTPATIENT DIALYSIS.
Schedule R (Form 990) 2014
Additional Data


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