TY 2019 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) DEAN WRAY...................................................................... VP FINANCE-SOMC	41.00 ................. 2.10		X				2,291,444	0	51,059
(2) CLAUDIA L BURCHETT...................................................................... VP PATIENT SERVICES/CNO-SOMC	41.00 ................. 1.00			X			1,800,783	0	53,510
(3) RANDAL ARNETT...................................................................... DIRECTOR/CEO-SOMC (JUL-JAN)	41.00 ................. 2.10	X	X				1,271,657	0	112,454
(4) KENDALL L STEWART MD...................................................................... VP MEDICAL AFFAIRS-SOMC	41.00 ................. 1.00			X			706,034	0	87,940
(5) ELIE SAAB MD...................................................................... MD CRITICAL CARE	1.00 ................. 41.00	X					0	530,138	49,874
(6) BENJAMIN L GILL...................................................................... PRESIDENT & CEO-SOMC (FEB-JUN)	41.00 ................. 2.10	X	X				382,426	0	107,689
(7) VICKI A NOEL...................................................................... VP HR & ORGANIZATIONAL DEV	41.00 ................. 1.00			X			343,093	0	128,578
(8) RORY PHILLIPS...................................................................... PHARMACY MANAGER	40.00 ................. 0.00				X		267,358	0	51,770
(9) BRENT A RICHARD...................................................................... ADM DIR OF INFORMATION SYS	40.00 ................. 0.00				X		222,548	0	44,781
(10) JEREMY K JANNEY...................................................................... PHARMACY MANAGER	40.00 ................. 0.00				X		204,740	0	37,344
(11) LEONARD T GREENE...................................................................... ADM DIR OF SURGICAL SERVICES	40.00 ................. 0.00				X		193,730	0	43,005
(12) KENDALL APPLEGATE...................................................................... ADM DIR OF HUMAN RESOURCES	40.00 ................. 0.00				X		199,020	0	29,823
(13) KARA REDOUTEY...................................................................... ASSOCIATE CFO	41.00 ................. 2.10		X				178,844	0	30,642
(14) MARSHA SMITH MD...................................................................... CHIEF OF STAFF	0.00 ................. 0.00					X	0	147,544	8,106
(15) LEON ROSENBERG...................................................................... DIRECTOR	0.00 ................. 0.00					X	0	11,670	233
(16) RON MILLER MD...................................................................... CHIEF OF STAFF	1.00 ................. 1.00	X	X				0	1,165	0
(17) ROBERT E DEVER...................................................................... CHAIRMAN	1.00 ................. 1.10	X	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
APOGEE MEDICAL MGMT 15059 N SCOTTSDALE RD SCOTTSDALE,AZ85254	PHYSICIAN SERVICES	6,448,525
REHABCARE GROUP INC 7733 FORSYTH BLVD ST LOUIS,MO63105	CONTRACT SERVICES	6,409,987
WAI CONSTRUCTION GROUP 1571 SHYVILLE RD PIKETON,OH45661	CONSTRUCTION	2,629,551
UCB INC 5620 SOUTHWYCK BLVD TOLEDO,OH43614	COLLECTION SERVICES	1,757,018
COMPHEALTH ASSOCIATES 6440 SOUTH MILLROCK DRIVE SALT LAKE CITY,UT84121	STAFFING SERVICE	1,753,209
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 53

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

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.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

Section B. Type I Supporting Organizations

Yes

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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

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) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

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 2019 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-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

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) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization SOUTHERN OHIO MEDICAL CENTER

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization SOUTHERN OHIO MEDICAL CENTER		Employer identification number 31-0678022

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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization SOUTHERN OHIO MEDICAL CENTER			Employer identification number 31-0678022
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

If the organization answered "Yes" on 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" on 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" on 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

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2019

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2016	(b) 2017	(c) 2018	(d) 2019	(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) 2019

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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

7,744

Total. Add lines 1c through 1i ....................................................................................................

7,744

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

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
PART II-B, LINE 1:	MEMBERSHIP DUES IN THE AMOUNT OF $138,293 PAID TO THE OHIO HOSPITAL ASSOCIATION. OF THESE DUES, $7,744 WAS RELATED TO LOBBYING ACTIVITIES. (5.6%)

Schedule C (Form 990 or 990EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	2,726,050	2,540,226	2,592,326	2,272,442	2,490,817
b	Contributions ...	39,986	36,364	40,266	43,321	41,136
c	Net investment earnings, gains, and losses	99,626	165,204	118,373	309,525	-133,038
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	68,566	6,280	198,801	9,083	103,201
f	Administrative expenses ....	11,252	9,464	11,938	23,879	23,272
g	End of year balance ......	2,785,844	2,726,050	2,540,226	2,592,326	2,272,442

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

0 %

Term endowment SchDMd Bullet

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 .....	6,441,254		6,441,254
b	Buildings ....	90,313,063	44,931,905	45,381,158
c	Leasehold improvements	835,887	178,805	657,082
d	Equipment ....	129,299,764	94,910,901	34,388,863
e	Other .....	186,939,913	122,110,066	64,829,847
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				151,698,204

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	30,942,190
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) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
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
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
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
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
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
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

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
PART V, LINE 4:	ENDOWMENT FUNDS ARE REPORTED ON SOMC DEVELOPMENT FOUNDATION'S BALANCE SHEET. THEY ARE TO BE SPENT AT THE SOMC DEVELOPMENT FOUNDATION BOARD'S DISCRETION, AND ARE INTENDED TO BE RETAINED FOR FUTURE NEEDS OF THE ORGANIZATION. THE ENDOWMENT FUNDS ARE HELD AND ADMINISTERED BY THE SCIOTO FOUNDATION.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 12500.0000000000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 21300.0000000000 %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	10,224	7,655,129	1,910,162	5,744,967	1.530 %
b	Medicaid (from Worksheet 3, column a) . . . . .	140,603	77,684,459	54,835,307	22,849,152	6.090 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	150,827	85,339,588	56,745,469	28,594,119	7.620 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	48,319	109,240	0	109,240	0.030 %
f	Health professions education (from Worksheet 5) . . .
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	1,114	38,645,751	0	38,645,751	10.290 %
j	Total. Other Benefits . .	49,433	38,754,991		38,754,991	10.320 %
k	Total. Add lines 7d and 7j .	200,260	124,094,579	56,745,469	67,349,110	17.940 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019

Schedule H (Form 990) 2019

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
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
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

18,564,986

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. ......

1,245,301

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

Enter total revenue received from Medicare (including DSH and IME).....

90,213,639

Enter Medicare allowable costs of care relating to payments on line 5.....

100,340,816

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-10,127,177

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2019

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?1Name, 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)
1	SOUTHERN OHIO MEDICAL CENTER 1805 27TH STREET PORTSMOUTH,OH45662	X	X	X	X	X

Schedule H (Form 990) 2019

Page 4

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)

	SOUTHERN OHIO MEDICAL CENTER
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):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

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 .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): HTTPS://WWW.SOMC.ORG/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): HTTPS://WWW.SOMC.ORG/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on 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) 2019

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SOUTHERN OHIO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 125.000000000000%
and FPG family income limit for eligibility for discounted care of 213.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

HTTPS://WWW.SOMC.ORG/ONLINE/FINANCIALASSISTANCE/

The FAP application form was widely available on a website (list url):

HTTPS://WWW.SOMC.ORG/ONLINE/FINANCIALASSISTANCE/

A plain language summary of the FAP was widely available on a website (list url):
HTTPS://WWW.SOMC.ORG/ONLINE/FINANCIALASSISTANCE/

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 6

Part VFacility Information (continued)

Billing and Collections

	SOUTHERN OHIO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized 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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	SOUTHERN OHIO MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2019

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
SOUTHERN OHIO MEDICAL CENTER	PART V, SECTION B, LINE 5: UPON REVIEW OF DATA, A PRELIMINARY PLAN WAS DEVELOPED BY KEY SOMC STAKEHOLDERS. THE FINDINGS AND PRELIMINARY PLAN WAS PRESENTED TO THE COMMUNITY OUTREACH LEADERSHIP TEAM AND THE EXTERNAL STEERING COMMITTEE (SCIOTO COUNTY HEALTH COALITION) FOR FEEDBACK AND REVISION. THE IMPLEMENTATION PLAN WAS THEN PRESENTED TO THE SOMC BOARD OF DIRECTORS FOR FURTHER REFINEMENT AND FINAL PLAN APPROVAL IN APRIL 2019. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY SOMC; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. PARTICIPANTS INCLUDED REPRESENTATIVES OF PUBLIC HEALTH, AS WELL AS SEVERAL INDIVIDUALS WHO WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS, AND THOSE WHO WORK WITH PERSONS WITH CHRONIC DISEASE CONDITIONS. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 63 COMMUNITY STAKEHOLDERS PARTICIPATED IN THE ONLINE KEY INFORMANT SURVEY. FINAL PARTICIPATION INCLUDED REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS:- ADAMS COUNTY BOARD OF DEVELOPMENTAL DISABILITIES- AREA AGENCY ON AGING, DISTRICT 7- BELTONE- CAO OF SCIOTO COUNTY- CAO SCIOTO COUNTY HEAD START AND EARLY HEAD START- CLAY LOCAL SCHOOL DISTRICT- COMMUNITY ACTION ORG WOMEN, INFANT AND CHILD PROGRAM- COMPASS COMMUNITY HEALTH- GLOCKNER ENTERPRISES- MINFORD LOCAL SCHOOL DISTRICT- MONEY CONCEPTS CAPITAL FINANCIAL PLANNING- PORTSMOUTH AREA CHAMBER OF COMMERCE- PORTSMOUTH CITY HEALTH DEPARTMENT- PORTSMOUTH CITY HEALTH DEPARTMENT PREVENTION DIVISION- PORTSMOUTH CITY SCHOOLS- PORTSMOUTH-SCIOTO COUNTY VISITORS BUREAU- SCHMIDT FAMILY RESTAURANT GROUP- SCIOTO COUNTY CAREER TECHNICAL CENTER- SCIOTO COUNTY CAREER TECHNICAL CENTER HEALTH PROGRAMS- SCIOTO COUNTY EMERGENCY MANAGEMENT AGENCY- SCIOTO COUNTY HEALTH DEPARTMENT- SCIOTO FOUNDATION- SCIOTO TECH- SHAWNEE STATE UNIVERSITY- SOMC GREENUP FAMILY PRACTICE- SOMC VANCEBURG FAMILY PRACTICE- SOUTHEASTERN OHIO LEGAL SERVICES- SOUTHERN OHIO MEDICAL CENTER- STAR, INC.- THE PAVILION AT PIKETON- THE POTTER'S HOUSE MINISTRIES, INC.- UNITED SCIOTO SENIOR ACTIVITIES, INC.- WESTERN LOCAL SCHOOL DISTRICT- WHEELERSBURG LOCAL SCHOOLSMINORITY POPULATIONS REPRESENTED THROUGH THE KEY INFORMANT SURVEY:- AFRICAN AMERICAN, APPALACHIAN, ARABIC, ASIAN, CHILDREN (INCLUDING DRUG-ADDICTED INFANTS), DISABLED, FILIPINO, HISPANIC, LGBT, LOW INCOME, MENTALLY ILL, NATIVE AMERICAN, NON-ENGLISH SPEAKINGMEDICALLY UNDERSERVED POPULATIONS REPRESENTED THROUGH THE KEY INFORMANT SURVEY:- CANCER PATIENTS, CHILDREN, DISABLED, ELDERLY, HIGH SCHOOL STUDENTS, HISPANIC, HOMELESS, LGBT, LOW FUNCTIONING, LOW INCOME, MEDICARE/MEDICAID, MENTALLY ILL, SUBSTANCE ABUSERS, TEEN SMOKERS, UNDERINSURED/UNINSURED, VETERANS, WOMEN, YOUNG ADULTS
SOUTHERN OHIO MEDICAL CENTER	PART V, SECTION B, LINE 6A: SOUTHERN OHIO MEDICAL CENTER'S CHNA WAS CONDUCTED WITH:-PORTSMOUTH CITY HEALTH DEPARTMENT
SOUTHERN OHIO MEDICAL CENTER	PART V, SECTION B, LINE 6B: -KING'S DAUGHTER MEDICAL CENTER-OHIO
SOUTHERN OHIO MEDICAL CENTER	PART V, SECTION B, LINE 7D: SOMC IS PART OF A COMMUNITY HEALTH COALITION WITH MULTIPLE AREA AGENCIES, COMMUNITY AND CIVIC GROUPS. AFTER THE 2018 CHNA WAS COMPLETE, RESULTS WERE SHARED WITH THE COALITION AND ACCESS WAS GIVEN TO ALL ITS AFFILIATES IN APRIL 2019 TO HELP WITH THEIR OWN DATA COLLECTION MEASURES.
SOUTHERN OHIO MEDICAL CENTER	PART V, SECTION B, LINE 11: SOMC REVIEWED DATA GATHERED FROM TELEPHONE SURVEYS, ONLINE KEY INFORMANT SURVEYS AS WELL AS FOCUS GROUPS. IN ORDER TO PRIORITIZE HEALTH ISSUES IN WHICH TO DEVELOP GOALS AND ACTIONS PLANS, IT WAS CRITICAL TO IDENTIFY THE MOST PRESSING COMMUNITY HEALTH NEEDS. COMMUNITY NEEDS WERE RANKED IN IMPORTANCE BASED ON THE FOLLOWING CRITERIA:- NUMBER OF PEOPLE AFFECTED- SEVERITY OF THE PROBLEM- HEALTH SYSTEM'S ABILITY TO MAKE A DIFFERENCE IN THE OUTCOME OR DATA- EXTENT TO WHICH OTHER COMMUNITY ORGANIZATIONS ARE COLLABORATING TO MEET THE NEED IN THE TOTAL SERVICE AREA. IN ADDITION TO DATA REVIEW OF SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY, THE FEEDBACK FROM ALL KEY STAKEHOLDER GROUPS WAS SOLICITED TO INFLUENCE AND SHAPE THE STRATEGIES AND ACTIONS IN THE FINAL PLAN. ANOTHER IMPORTANT INFLUENCE ON THE FINAL PLAN WAS THE STATE HEALTH IMPROVEMENT PLAN (SHIP) FOR OHIO. THE TOP PRIORITIES FOR SHIP WERE REVIEWED AND THE GOALS AND ACTION PLANS THAT WERE DEVELOPED WERE IN ALIGNMENT WITH 3 HEALTH PRIORITIES MENTAL HEALTH AND ADDICTION, CHRONIC DISEASE AND LOW INFANT BIRTH WEIGHT. THE PLAN WAS PRESENTED TO THE SOMC BOARD OF DIRECTORS FOR FINAL FEEDBACK AND APPROVAL. THE TOP THREE NEEDS ENCOMPASS ACTIONS RELATED TO AT LEAST FOUR OF THE TOP FOURTEEN AREAS OF CONCERN IDENTIFIED THROUGH THE CHNA. A NOTED AREA OF IMPROVEMENT FROM THE 2015 CHNA WAS THE PRIORITY "ACCESS THE CARE." SINCE 2007'S CHNA, SOMC HAS TRACKED THE DIFFICULTY IN SECURING A PRIMARY CARE PROVIDER, TO OBTAIN MEDICAL CARE FOR CHILDREN, THE NUMBER OF ADULTS RECEIVING A YEARLY PHYSICAL/CHECKUP AND THE NUMBER OF ADULTS UTILIZING THE EMERGENCY ROOM CARE AT LEAST ONCE IN THE PAST YEAR. ALL OF THESE METRICS HAVE NOTABLY IMPROVED AND SUSTAINED. ONLY DURING THE CURRENT 2018 CHNA DID ONE OF THE INDICATORS CHANGE UNFAVORABLE WHICH WAS THE NUMBER OF ADULTS UTILIZING THE EMERGENCY ROOM CARE AT LEAST ONCE IN THE PAST YEAR. THESE IMPROVEMENTS ARE DUE IN PART TO THE AFFORDABLE CARE ACT. PRESENTLY 15% OF THE TOTAL SERVICE AREA POPULATION HAS NO INSURANCE COVERAGE. SOMC HAS ALSO IMPLEMENTED SEVERAL ACTIONS TO FILL THE VOID OF AVAILABLE PRIMARY CARE PROVIDERS. IN 2008, THE SOMC MEDICAL CARE FOUNDATION (MCF) WAS CREATED TO SERVE OUR COMMUNITY WITH THE BEST POSSIBLE MEDICAL CARE CLOSER TO HOME. CURRENTLY THERE ARE TEN SATELLITE FAMILY PRACTICE OFFICES WITH ON-SITE PROVIDERS, LABORATORY, IMAGING AND ROTATING SPECIALTY SERVICES IN OUR TOTAL SERVICE AREA IN WHICH MORE THAN 66 PHYSICIANS AND 73 SPECIALISTS PROVIDE CARE. SOMC RECOGNIZED THE NEED COULD NOT BE MET ONLY THROUGH PHYSICIANS; THEREFORE, 77 MID-LEVEL PROVIDERS (NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, LICENSED INDEPENDENT SOCIAL WORKERS, AND CERTIFIED SURGICAL ASSISTANT) AND 15 CERTIFIED REGISTERED NURSE ANESTHETISTS HAVE JOINED THE MCF TO MEET THE DEMAND OF OUR PATIENT'S MEDICAL NEEDS. DURING THE 2015 CHNA IMPLEMENTATION EFFORTS, SOMC DECIDED TO CONTINUE THE ACTIONS IMPLEMENTED TO IMPROVE ACCESS TO CARE BUT CHOSE NOT TO SELECT IT AS AN AREA OF FOCUS. CURRENTLY THE SCIOTO COUNTY HEALTH COALITION CONTINUES TO WORK TO SUSTAIN AND IMPROVE ACCESS TO CARE FOR THE COMMUNITY. TOBACCO USE:-CONTINUE YEAR-ROUND AVAILABILITY OF TOBACCO CESSATION ALA FREEDOM FROM SMOKING CLASSES AND INCLUDE FREE MEDICATION AID, INCREASING LOCATIONS AND AVAILABILITIES --TOTAL OF 19 ALA FREEDOM FROM SMOKING CLASSES WERE OFFERED SINCE 2016-PROMOTE TOBACCO PREVENTION PROGRAMMING SPECIFICALLY TARGETED AROUND SMOKELESS TOBACCO, VAPING AND JUULING. --PROGRAMMING DEVELOPED REGARDING VAPING AND JUULING INFORMATION WHICH HAS BEEN DELIVERED TO MULTIPLE AREA SCHOOLS THROUGH IN-CLASS PRESENTATIONS AND HANDOUTS)-CONTINUE AVAILABILITY OF YOUTH TOBACCO PREVENTION PROGRAMS. -SEARCH FOR EMERGING MESSAGING AND BEST PREVENTION STRATEGIES.-STAY CURRENT FOR TRENDS RELATED TO E-CIGARETTES, MARIJUANA, AND OTHER EMERGING PRODUCTS.-PARTNER WITH SCHC OR OTHER ENTITIES TO PROMOTE OR ESTABLISH TOBACCO-RELATED PREVENTION, INTERVENTION, OR LEGISLATIVE STRATEGIES--SCIOTO COUNTY HEALTH COALITION CREATION OF TOBACCO SUBCOMMITTEE--DISTRIBUTED TOBACCO PREVENTION INFORMATION AND RESOURCE BOOKLETS TO ALL AREA SCHOOLS--FREE TRAININGS OFFERED THROUGH OHIO UNIVERSITY VOINOVICH SCHOOL OF RESEARCH FOR 5 A'S TOBACCO CESSATION QUESTIONNAIRE--10 ADDITIONAL INSTRUCTORS TRAINED TO FACILITATE ALA FREEDOM FROM SMOKING-EXPAND AND CONTINUE LUNG NAVIGATION AND LUNG CANCER SCREENING PROGRAM AVAILABILITY--IMPLEMENTED LUNG NAVIGATION/LUNG CANCER SCREENING NOVEMBER 2015 WITH 1 FTE LUNG NAVIGATOR--INCREASED FTES FOR LUNG NAVIGATION PROGRAM (CLERICAL STAFF NOV. 2017, LUNG NAVIGATOR #2 NOV. 2018)--EXPAND LUNG NAVIGATION TO INCLUDE ALL LUNG CANCER PATIENTS TO CARE AND MANAGING INCIDENTAL PULMONARY NODULES--INCREASED MARKETING STRATEGIES THROUGHOUT THE COMMUNITY AND PROVIDER EDUCATION/OFFICE VISITS--DEVELOPED LUNG HEALTH LEADERSHIP TEAM--LUNG CANCER SCREENINGS---2016 312 SCREENINGS PERFORMED---2018 778 SCREENINGS PERFORMEDNUTRITION AND OBESITY:-CONTINUE YEAR-ROUND AVAILABILITY FOR NUTRITION EDUCATION OFFERINGS:--SOMC OUTPATIENT DIETICIAN--WEIGHT WATCHERS AT WORK--DIABETES SELF-MANAGEMENT EDUCATION--DIABETES MEDICAL NUTRITION THERAPY--HEALTHY CHOICES PRESENTATIONS FOR ALL AGE GROUPS--COOKING CLASSES-PARTNER WITH SCHC OR OTHER ENTITIES TO PROMOTE AND ESTABLISH NUTRITION-RELATED PROMOTION, EDUCATION AND INTERVENTION--PSA THROUGH MEDICAL MONDAYS ON LOCAL RADIO AND MOM'S EVERYDAY ON LOCAL TELEVISION STATIONS TO PROMOTE NATIONAL NUTRITION, HEART AND DIABETES MONTHS-PARTNER WITH SCHC OR OTHER ENTITIES TO PROMOTE AND ESTABLISH OBESITY-RELATED INTERVENTIONS--PEDIATRIC OFFICES REFER AT RISK PATIENTS TO PREDIABETES COUNSELING-EXPAND NUTRITION AND WEIGHT-MANAGEMENT PROGRAM AVAILABILITIES--WEIGHT WATCHERS AT WORK --MEAL PLANNING PRESENTATIONS AND INFORMATIONAL HANDOUTS--HEALTHY U CHRONIC CONDITION SELF-MANAGEMENT CLASSES--BACK 2 BASICS, WEIGHT AND NUTRITIONAL COUNSELLING PROGRAM --FOREVER FIT, A MONTHLY WEIGHT-TRACKING, PHYSICAL ACTIVITY/ NUTRITION PROMOTION PROGRAM -CONTINUE SUPPORT FOR ACCESS TO HEALTHY FOODS --MAJOR SPONSOR OF MARKET STREET PORTSMOUTH FARMER'S MARKET--EMPLOYEE GIVING CAMPAIGN DONATIONS TO STEVEN HUNTER'S POWER PACKS PROGRAM--PROMOTE AND OFFER HEALTHY CHOICE OPTIONS IN SOMC CAFETERIA --OFFER HEALTHY LUNCH/ PRODUCE OPTIONS TO EMPLOYEES AT SATELLITE LOCATIONS OFF MAIN CAMPUS, INCLUDING FOOD TRUCKS AND PRODUCE SALESPHYSICAL ACTIVITY:-CONTINUE YEAR-ROUND AVAILABILITY FOR PHYSICAL ACTIVITY OFFERINGS--MULTIPLE SOMC LIFE CENTER LOCATIONS --GROUP FITNESS OFFERINGS, INCLUDING NEW ADDITIONS OF CYCLING, HIKING, CHAIR VOLLEYBALL AND TRX WEIGHT SUSPENSION TRAINING--PERSONAL TRAINING--CARDIAC AND PULMONARY REHAB--KIDZ FIT AND CHILDREN'S SWIM LESSONS--TARGETED SCHOOL AND CIVIC GROUP OFFERINGS--SOMC LIFE CENTER OFFERS FAMILY DAY EVERY SUNDAY FOR ALL AGES-PROMOTE ADDITIONAL PHYSICAL ACTIVITY OPPORTUNITIES--5K RUNS--SOUTHERN OHIO SENIOR --OLYMPIC GAMES--T-RUCK, KRAV MAGA, AND OTHER SPECIAL OFFERINGS--FREE COMMUNITY PHYSICAL ACTIVITY OFFERINGS: RAVEN ROCK HIKE, YOGA ON THE LAWN, ETC. -CONTINUE SUPPORT OF LOCAL HIGH SCHOOL ATHLETICS THROUGH SPORTS MOTION PROGRAM--DEDICATED ATHLETIC TRAINER AVAILABLE AT ALL VARSITY ATHLETIC EVENTS--SATURDAY MORNING SPORTS INJURY CLINIC--NEXT-DAY APPOINTMENTS FOR SPORTS-RELATED INJURIES--20+ HOURS OF COMMUNITY HEALTH OR LIFE CENTER ACTIVITIES AVAILABLE TO ALL CONTRACTED SCHOOLS-PARTNER WITH SCHC OR OTHER ENTITIES TO PROMOTE AND ESTABLISH PHYSICAL ACTIVITY-RELATED OFFERINGS--CONNEX-SOUTHERN OHIO BICYCLE PATH-EXPAND PHYSICAL ACTIVITY PROGRAM AVAILABILITIES & YOUTH FITNESS OFFERINGS-CONTINUE SUPPORT FOR ACCESS TO PHYSICAL ACTIVITY OPPORTUNITIES --FREE FITNESS DEMONSTRATION AT AREA SCHOOLS AND CIVIC GROUPS--FREE FITNESS AT THE FARMER'S MARKET--FREE DISC GOLF--PUBLIC BICYCLE RACK DONATION--FREE ACTIVITY GROUPS, IE. WALKING, BIKING, RAVEN ROCK HIKE, YOGA ON THE LAWN, ETC.CANCER:-CONTINUE YEAR-ROUND AVAILABILITY SCREENING OFFERINGS--MONTHLY BREAST CANCER SCREENINGS---2016 92 SCREENINGS PERFORMED---2017 85 SCREENINGS PERFORMED---2018 68 SCREENINGS PERFORMED--CLINICAL BREAST EXAM AND SAME DAY IMAGING--LOW-DOSE CT SCAN LUNG CANCER SCREENINGS FOR AT-RISK INDIVIDUALS---2016 312 SCREENINGS PERFORMED---2018 778 SCREENINGS PERFORMED--FREE CARDIAC AND DIABETES RISK SCREENINGS THROUGHOUT THE COMMUNITY ---27 SCREENINGS WERE PERFORMED IN THE COMMUNITY FROM 2016-2018CONTINUED LATER ON SCHEDULE H, PART V
PART V, SECTION B	-PROMOTE ADDITIONAL CANCER-PREVENTION AND EARLY DETECTION OPPORTUNITIES--CONTINUE LUNG NAVIGATION AND LUNG CANCER SCREENING PROGRAM AVAILABILITY---IMPLEMENTED LUNG NAVIGATION/LUNG CANCER SCREENING NOV., 2015 WITH ---1 FTE LUNG NAVIGATOR---INCREASED FTES FOR LUNG NAVIGATION PROGRAM (CLERICAL STAFF - NOV. 2017, LUNG NAVIGATOR # 2 - NOV. 2018) ---EXPANDED LUNG NAVIGATION - ALL LUNG CANCER PATIENTS, MANAGING INCIDENTAL PULMONARY NODULES--ADVOCATE FOR FIT AND COLONOSCOPY TESTING-EDUCATE PUBLIC REGARDING AVAILABLE SCREENING EXAMS AND PROMOTE EARLY DETECTION AND RISK REDUCTION STRATEGIES--ADVOCATE FOR HPV GENE TESTING AND VACCINE ---INCREASED MARKETING - COMMUNITY AND PROVIDER EDUCATION/OFFICE VISITS-CONTINUE SUPPORT FOR BREAST NAVIGATION PROGRAM--PAINT IT PINK! ACTIVITIES AND AWARENESS EACH OCTOBER---5K WALK/RUN, 10K BIKE (2016 - 196 RUNNERS, 2017 148 RUNNERS)---SURVIVOR WALK---CROSS FIT ALPHA PACK WOD---COOKING CLASS---CELEBRITY SOFTBALL GAME---LANTERN LAUNCH--DEDICATED BREAST HEALTH NAVIGATORS FOR SYSTEM ENTRY AND EDUCATION-CONTINUE SUPPORT OF SMOKING CESSATION, NUTRITION AND PHYSICAL ACTIVITY PROGRAMMING-PARTNER WITH SCHC OR OTHER ENTITIES TO PROMOTE CANCER PREVENTION RELATED OFFERINGS--COMMUNITY OFFERS RELATED TO CANCER SCREENINGS MAMMOGRAM, PAP SMEARS AND LUNG CANCER SCREENING EVENTS SHARED AND PROMOTED WITH SCHC.MENTAL HEALTH AND SUBSTANCE ABUSE:-OFFER YEAR-ROUND AVAILABILITY FOR MINDFULNESS EDUCATION COMMUNITY -OFFER FREE PROFESSIONAL DEVELOPMENT EDUCATIONAL OFFERINGS TO MENTAL HEALTH PROFESSIONALS AND CLINICAL STAFF. -SPONSOR SITE WITH THE OHIO DEPARTMENT OF MENTAL HEALTH --WAIVER TRAINING SUBOXONE CERTIFICATION FOR MEDICAL PROVIDERS EVERY 6 MONTHS--ASAM CRITERIA TRAINING QUARTERLY EDUCATION FOR LOCAL PROVIDERS OF MENTAL HEALTH AND SUBSTANCE ABUSE-PARTICIPATE IN QUARTERLY OPIOID CONSORTIUM MEETING-STAFF MEMBERS SERVE ON LOCAL ADHAMS MENTAL HEALTH BOARD SUICIDE PREVENTION TEAM & SCHC-SOCIAL WORK SERVICES LEADERS AND STAFF SERVE/ LEAD MULTIPLE TEAMS WITH ADHAMS LOCAL MENTAL HEALTH BOARD--CRISIS RESPONSE FOR SUICIDES--EDUCATION ON SEXUAL TRAFFICKING--OPIOID RESPONSE TEAM-CONTINUE PARTNERSHIP BETWEEN JUDGE LEMONS JUVENILE COURT AND SOMC --LEAD LOCAL "SATURDAY SCHOOL" HEALTHY LIFESTYLES AND GROUP PHYSICAL FITNESS COURT- MANDATED OPPORTUNITY FOR TEENS AND THEIR FAMILIES--DRUG COURT PARTNERSHIP FOR RISK-IDENTIFIED YOUTH TO HAVE ACCESS TO THE SOMC LIFE CENTER FOR PHYSICAL FITNESS, INCLUDED BASKETBALL COURTS, CROSS FIT GYM, ETC. -HIRED PSYCHIATRIST IN 2018 FOR SOMC OUTPATIENT PSYCHIATRIC OFFICE-MANDATORY ANNUAL EDUCATION SOMC CLINICAL STAFF FOR EARLY IDENTIFICATION OF SUICIDE RISK-FREE GRIEF SUPPORT SERVICES PROVIDED TO LOCAL SCHOOLS-MONTHLY GRIEF SUPPORT GROUP OFFERED THROUGH HOSPICE SOCIAL WORK SERVICES -CONTINUE SOMC SUBSTANCE USE LEADERSHIP NETWORK TEAM -CONTINUE TO OPERATE AN INPATIENT MEDICAL WITHDRAW MANAGEMENT UNIT. -CONTINUE FINANCIAL SUPPORT FOR PORTSMOUTH HEALTH DEPARTMENT'S NEEDLE EXCHANGE PROGRAM -CONTINUE SUPPORT FOR ACCESS TO MENTAL HEALTH AND ADDICTION AWARENESS OPPORTUNITIES

Schedule H (Form 990) 2019

Page 9

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?35
Name and address		Type of Facility (describe)
1	1 - SOMC CANCER CENTER 1121 KINNEYS LANE PORTSMOUTH,OH45662	CANCER TREATMENT & CARE
2	2 - WOUND HEALING 1745 27TH STREET PORTSMOUTH,OH45662	WOUND HEALING
3	3 - SOMC WHEELERSBURG FAMILY HEALTH CENTER 8770 OHIO RIVER ROAD WHEELERSBURG,OH45694	PROVIDER BASED OUTPATIENT CLINIC
4	4 - SOMC WAVERLY FAMILY HEALTH CENTER 835 WEST EMMITT AVENUE WAVERLY,OH45690	PROVIDER BASED OUTPATIENT CLINIC
5	5 - HOSPICE IN-PATIENT 2201 25TH STREET PORTSMOUTH,OH45662	HOSPICE IN-PATIENT
6	6 - SOMC PORTSMOUTH FAMILY HEALTH CENTER 1248 KINNEYS LANE PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
7	7 - LUCASVILLE LIFE CENTER 10617 US ROUTE 23 LUCASVILLE,OH45648	FITNESS CENTER
8	8 - PORTSMOUTH LIFE CENTER 1202 18TH STREET PORTSMOUTH,OH45662	FITNESS CENTER
9	9 - WHEELERSBURG LIFE CENTER 8430 HAYPORT ROAD WHEELERSBURG,OH45694	FITNESS CENTER
10	10 - SOMC MCF HEART AND VASCULAR 1711 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
11	11 - SOMC MCF COUNSELING AND PSYCHIATRIC SER 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
12	12 - SOMC MCF ENT 1711 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
13	13 - SOMC MCF GASTROENTEROLOGY 1711 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
14	14 - SOMC MCF INFECTIOUS DISEASE 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
15	15 - SOMC MCF LUCASVILLE FAMILY PRACTICE 10 THOMAS HOLLOW ROAD LUCASVILLE,OH45648	PROVIDER BASED OUTPATIENT CLINIC
16	16 - SOMC MCF MINFORD FAMILY PRACTICE 8792 STATE ROUTE 335 MINFORD,OH45653	PROVIDER BASED OUTPATIENT CLINIC
17	17 - SOMC MCF OBSTETRICS 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
18	18 - SOMC MCF ORTHOPEDICS 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
19	19 - SOMC MCF NEUROLOGY AND PM&R 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
20	20 - SOMC MCF PEDIATRICS 1611 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
21	21 - SOMC MCF PULMONOLOGY 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
22	22 - SOMC MCF MCF SURGICAL ASSOCIATES 1711 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
23	23 - SOMC MCF UROLOGY 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
24	24 - SOMC MCF WEST UNION FAMILY HEALTH CENTE 90 CIC BOULEVARD WEST UNION,OH45693	PROVIDER BASED OUTPATIENT CLINIC
25	25 - SOMC MCF WHEELERSBURG FAMILY HEALTH CEN 8770 OHIO RIVER ROAD WHEELERSBURG,OH45694	PROVIDER BASED OUTPATIENT CLINIC
26	26 - SOMC W PORTSMOUTH FAMILY HEALTH CENTER 15888-A US 52 WEST PORTSMOUTH,OH45663	PROVIDER BASED OUTPATIENT CLINIC
27	27 - SOMC SOUTH WEBSTER FAMILY PRACTICE 110 NORTH JACKSON STREET SOUTH WEBSTER,OH45682	PROVIDER BASED OUTPATIENT CLINIC
28	28 - SOMC HOME HEATLH SERVICES 724 8TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
29	29 - IRONTON FAMILY HEALTH CENTER 1015 EAST RING ROAD IRONTON,OH45638	PROVIDER BASED OUTPATIENT CLINIC
30	30 - EASTERN FAMILY PRACTICE 1170 TILE MILL ROAD BEAVER,OH45613	PROVIDER BASED OUTPATIENT CLINIC
31	31 - FAMILY PRACTICE & SPECIALITY ASSOCIATES 100 ASHLAND DR RUSSELL,KY41169	PROVIDER BASED OUTPATIENT CLINIC
32	32 - SOUTH SHORE FAMILY PRACTICE US 23 INDIANOLA AVE SOUTH SHORE,KY41175	PROVIDER BASED OUTPATIENT CLINIC
33	33 - WESTERN FAMILY PRACTICE 7959 OHG-124 LATHAM,OH45646	PROVIDER BASED OUTPATIENT CLINIC
34	34 - SOMC SLEEP LAB & DIAGNOSTIC SERVICES 1735 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC
35	35 - SOMC OBSTETRICS - HALDARMAN 1729 27TH STREET PORTSMOUTH,OH45662	PROVIDER BASED OUTPATIENT CLINIC

Schedule H (Form 990) 2019

Page 10

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
PART I, LINE 7:	COSTS FOR LINES 7A AND 7B WERE CALCULATED USING THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, AND THE COSTS ON LINES 7E AND 7F WERE BASED ON ACTUAL COSTS. THE CASH AND IN-KIND CONTRIBUTIONS ON LINE 7I IS MADE UP OF THE EXPENSES FROM THE FOLLOWING ACTIVITIES:- BLOOD DRIVES HELD FOR THE RED CROSS- ALLOWING COMMUNITY ORGANIZATIONS TO USE THE FRIENDS COMMUNITY CENTER AT NO CHARGE- EMPLOYEES DONATE THROUGH INTERNAL DONATION CAMPAIGNS SUCH AS THE SOMC MAKE A DIFFERENCE PROGRAM- SOME PHARMACY ITEMS ARE GIVEN OUT AT SMOKING CESSATION PROGRAMS- THE ORGANIZATION AS A WHOLE SUPPORTS COMMUNITY EVENTS AND ORGANIZATIONS THROUGH DONATIONS THAT PROVIDE SERVICES TO THE LOCAL AREA
PART I, LN 7 COL(F):	THE TOTAL PERCENTAGE CALCULATED ON LINE 7 IS BASED ON TOTAL EXPENSES FROM FORM 990, PART IX, LESS BAD DEBT EXPENSE FROM PART IX OF $18,564,986.
PART III, LINE 2:	TOTAL BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS EXCLUDES AMOUNTS KNOWN TO QUALIFY FOR CHARITY DISCOUNTS. ANY PARTIAL PAYMENTS THAT ARE SUBSEQUENTLY RECEIVED ARE APPLIED AS AN OFFSET TO BAD DEBT EXPENSE. NONE OF THE BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS IS TREATED AS A COMMUNITY BENEFIT.
PART III, LINE 3:	THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED ON THE FINANCIAL STATEMENTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY REPRESENTS ACCOUNTS THAT WERE DEEMED TO BE BAD DEBT WHICH SUBSEQUENTLY APPLIED FOR FINANCIAL ASSISTANCE. THE ACCOUNTS BELIEVED TO QUALIFY FOR CHARITY CARE HOWEVER WERE NOT MOVED FROM BAD DEBTS.
PART III, LINE 4:	AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS ESTABLISHED ON AN AGGREGATE BASIS BY USING HISTORICAL WRITE-OFF FACTORS APPLIED TO UNPAID ACCOUNTS BASED ON AGING. LOSS RATE FACTORS ARE BASED ON HISTORICAL LOSS EXPERIENCE AND ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE ORGANIZATION'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. UNCOLLECTIBLE AMOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE.
PART III, LINE 8:	MEDICARE COSTS WERE TAKEN FROM THE MEDICARE COST REPORT, WHICH USES A COST TO CHARGE RATIO ALLOWED UNDER MEDICARE COST REPORT METHODOLOGY. NONE OF THE SHORTFALL IS TREATED AS COMMUNITY BENEFIT.
PART III, LINE 9B:	EFFECTIVE SEPTEMBER 2014, ALL SELF-PAY ACCOUNTS AND SELF-PAY AFTER INSURANCE ARE PROCESSED FOR PRESUMPTIVE CHARITY USING ISOLUTIONS. IF THE SELF-PAY PATIENT QUALIFIES, A DISCOUNT IS APPLIED RIGHT AWAY, AND IF THERE IS STILL A BALANCE DUE ON THE ACCOUNT, WE BILL THE CLAIMS FOR PAYMENTS OVER A FOUR STATEMENT AND CALL CYCLE. IF THE BALANCE REMAINS UNPAID IT IS FORWARDED FOR COLLECTIONS WITH AN OUTSIDE AGENCY.
PART VI, LINE 2:	THE NEEDS OF THE COMMUNITY ARE ASSESSED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. SEE SCHEDULE H PART V FOR FURTHER DETAILS OF THE REPORT.
PART VI, LINE 3:	EACH BILLING STATEMENT MAILED TO PATIENTS OFFERS THE FINANCIAL ASSISTANCE APPLICATION (FOR HCAP AND CHARITY FUNDING) FOR THE PATIENT TO COMPLETE AND RETURN TO THE BUSINESS OFFICE.SOMC CONTRACTS WITH NAKAO-BARTOE AND ASSOCIATES FOR THE PROCESSING OF HCAP AND/OR CHARITY APPLICATIONS RECEIVED IN PATIENT ACCOUNTING. THE APPLICATIONS ARE SENT TO THEM TWICE WEEKLY VIA THE US MAIL. UPON RECEIPT, THEY NOTATE THE ACCOUNTS, PROCESS THE APPLICATIONS AND SCAN THE APPLICATION AND DETERMINATION INTO INSIGHT. THEY THEN SEND US A LISTING OF THE ACCOUNTS INCLUDED, ALONG WITH THE APPROPRIATE ADJUSTMENT CODE AND THE DOLLAR AMOUNT TO BE ADJUSTED. IF THE APPLICATION IS INCOMPLETE (NO SIGNATURE) OR NO INCOME VERIFICATION WAS PROVIDED, THEY WILL SEND THE APPLICATION BACK TO THE PATIENT, ASKING THEY RETURN THE APPLICATION WITH THE NEEDED INFORMATION. IF NOTHING IS RETURNED, NOTHING IS DONE WITH THE PATIENT'S ACCOUNTS.
PART VI, LINE 4:	SOMC IS LOCATED IN PORTSMOUTH, OHIO, A RURAL COMMUNITY WITH A POPULATION OF 20,158 SITUATED ALONG THE WINDING OHIO AND SCIOTO RIVERS. PORTSMOUTH IS SEATED AT THE SOUTHERN TIP OF THE STATE, ACROSS THE RIVER FROM KENTUCKY, AND NEARLY TWO HOURS AWAY FROM THE NEAREST MAJOR CITIES OF COLUMBUS AND CINCINNATI IN OHIO, CHARLESTON IN WEST VIRGINIA AND LEXINGTON IN KENTUCKY. PORTSMOUTH IS A PART OF SCIOTO COUNTY AND IS HOME TO 8,582 HOUSEHOLDS. THE CITY IS DIVERSE IN TERMS OF RACE, AGE AND EDUCATION, WITH THE MEDIAN INCOME FOR A HOUSEHOLD FALLING BELOW $28,840. SOMC'S PRIMARY MARKET IS SCIOTO COUNTY AND MORE THAN HALF OF THE PATIENTS SERVED RESIDE IN SCIOTO COUNTY. SOMC RECEIVES PATIENTS FROM SEVEN SURROUNDING COUNTIES INCLUDING PIKE, JACKSON, ADAMS, LAWRENCE, BOYD, GREENUP AND LEWIS. THESE COUNTIES MAKE UP THE SECONDARY SERVICE AREA. SOUTHERN OHIO MEDICAL CENTER (SOMC) IS A NON-PROFIT HOSPITAL LOCATED IN PORTSMOUTH, OHIO. SOMC HAS 436 LICENSED BEDS, 248 STAFFED BEDS, AND 20 OPERATING ROOMS. SOMC IS COMPRISED OF THREE CAMPUSES IN PORTSMOUTH, AS WELL AS MULTIPLE SATELLITE FACILITIES THROUGHOUT THE COMMUNITIES OF LUCASVILLE, MINFORD, PORTSMOUTH, SOUTH WEBSTER, WAVERLY, WEST PORTSMOUTH, WEST UNION AND WHEELERSBURG IN OHIO, AND SOUTH SHORE, RUSSELL AND VANCEBURG IN KENTUCKY.
PART VI, LINE 5:	SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, TEAMWORK AND FINANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S "OPEN DOOR POLICY," WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS. SOMC PARTNERS WITH THE NATIONAL RESEARCH CORPORATION (NRC) TO PROVIDE TRANSITIONAL CARE SUPPORT FOLLOWING ACUTE AND AMBULATORY ENCOUNTERS. NRC'S CONNECT CARE TRANSITIONS PLATFORM PERFORMS POST-DISCHARGE CALL-BACKS, LEVERAGING AUTOMATED OUTREACH TO CONTACT PATIENTS IN THE CRITICAL TIMEFRAME OF 24-72 HOURS AFTER LEAVING OUR FACILITY. THE NATURAL VOICE RECOGNITION FOLLOW-UP CALL SEEKS OUT OPPORTUNITIES TO IMPROVE THE PATIENT EXPERIENCE THROUGH ADDRESSING ANY REMAINING SERVICE CONCERNS OR CLINICAL QUESTIONS AFTER DISCHARGE. ANY CONCERNS IDENTIFIED TRIGGER AN ALERT FROM THE CARE TRANSITIONS SOLUTION TO AN RN MEMBER OF OUR CLINICAL CASE MANGER TEAM WHO PERSONALLY RETURNS A CALL FOR RESOLUTION OR TRIAGING. CALL PROMPTS ADDRESS KEY ISSUES AFTER DISCHARGE SUCH AS PRESCRIPTIONS, FOLLOW-UP APPOINTMENTS, DISCHARGE INSTRUCTIONS, WORSENING HEALTH STATUS, SERVICE CONCERNS, POST-PROCEDURAL PAIN, ETC. THE CONNECT PROGRAM IMPACTS SOMC'S STRATEGIC VALUES BY REDUCING READMISSIONS, IMPROVING PATIENT EXPERIENCE AND PERCEPTIONS OF CARE, AND IMPROVING QUALITY AND SAFETY OUTCOMES. AS A FUNCTION OF THE CLINICAL CASE MANAGEMENT DEPARTMENT, CONNECT SERVES TO IMPROVE CLINICAL INTEGRATION BY BRIDGING THE GAPS BETWEEN ACUTE, EMERGENT, AND PROCEDURAL SETTINGS AND THE PATIENT'S HOME ENVIRONMENT.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE SCIOTO COUNTY HEALTH COALITION, THE PORTSMOUTH AREA CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS. AS THE LEADING MEDICAL PROVIDER IN THE REGION, SOMC MADE IT A PRIORITY TO SHARE RELIABLE AND TIMELY INFORMATION ABOUT COVID-19 AS SOON AS THE PANDEMIC BEGAN. WE MOVED QUICKLY TO REPLACE OUR REGULARLY SCHEDULED TELEVISION ADVERTISEMENTS WITH SPOTS RELATED TO COVID-19. USING A COMBINATION OF PREVIOUSLY RECORDED FOOTAGE AND ANIMATION, WE CREATED NEW COMMERCIALS TO PROMOTE SOCIAL DISTANCING, PROPERLY WEARING MASKS, AND TO ASSURE THE PUBLIC THAT WE ARE HERE WHEN THEY NEED US. OUR COMMUNITY RELATIONS TEAM DEVELOPED COMMUNICATION STRATEGIES TO ENSURE THAT THE COMMUNITY AND SOMC STAFF WERE WELL INFORMED ABOUT THE VIRUS AND COMMUNICATED HOW THE HOSPITAL WAS WORKING TO REDUCE THE SPREAD IN THE AREA. OUR COMMUNITY RELATIONS DEPARTMENT POSTED SEVERAL ARTICLES ON FACEBOOK AND OTHER SOCIAL MEDIA INFORMING THE PUBLIC OF WAYS TO STAY SAFE AND PREVENT THE SPREAD OF THE COVID VIRUS RANGING FROM TIPS ON WEARING A MASK PROPERLY, SOCIAL DISTANCING GUIDELINES, AVOIDANCE OF LARGE CROWDS, AND INFORMATION ON COVID TESTING. SEVERAL COVID TESTING STATIONS WERE CREATED AT SOMC SO EMPLOYEES AND PATIENTS CAN RECEIVE A COVID TEST ON SITE. SOMC ALSO CREATED A DRIVE-THROUGH TESTING STATION SO PATIENTS WOULD NOT HAVE TO LEAVE THE SAFETY OF THEIR VEHICLES. VARIOUS SOMC NURSE PRACTITIONERS AND PHYSICIANS DONATED THEIR TIME AND VOLUNTEERED TO SERVE IN ADVISORY CAPACITATES ON BOTH THE CITY AND COUNTY LOCAL DEPARTMENT OF HEALTH BOARDS. SOMC'S SOCIAL MEDIA PLATFORM WAS ALSO USED TO PROMOTE A COMMUNITY RESOURCE CALLED THE CARE LINE. THE CARE LINE WAS AN EXISTING SERVICE THAT PATIENTS COULD USE TO SCHEDULE APPOINTMENTS, BUT IT WAS ADAPTED TO PROVIDE THE COMMUNITY WITH ONE EASY NUMBER (356-CARE) THEY COULD CALL IF THEY HAD QUESTIONS ABOUT COVID-19. SOMC'S PROVIDERS AND ADVANCED PRACTITIONERS SHARED THE IMPORTANCE OF STAYING SAFE DURING THE PANDEMIC WITH THE COMMUNITY. SOME PROVIDERS FILMED VIDEOS ON THEIR MOBILE DEVICES ON WHY MASKING IS ESSENTIAL AND THE IMPORTANCE OF HANDWASHING AND SOCIAL DISTANCING. MANY OF OUR PROVIDERS SHARED PERSONAL STORIES WHY THEY WEAR A MASK TO EMPHASIZE THAT THEY WEREN'T ASKING THE COMMUNITY TO DO SOMETHING THEY WEREN'T WILLING TO DO THEMSELVES. OTHER PROVIDERS RECORDED VIDEOS EXPLAINING HOW PATIENTS COULD UTILIZE VIRTUAL VISITS IF THEY WERE WORRIED TO VENTURE OUT TO THE HOSPITAL DURING THIS TIME. VIRTUAL VISITS WERE PROMOTED AS PART OF A LARGER CAMPAIGN TO LET THE PATIENTS OF SOMC KNOW THAT EVEN IF THEY COULDN'T BE HERE WITH US, WE WERE STILL GOING TO BE THERE FOR THEM. MANY OF THE LOCAL NURSING HOMES, ASSISTED LIVING CENTERS, HOME CARE AGENCIES, HEALTH CLINICS, AND SUBSTANCE ABUSE CLINICS IN THE LOCAL AREA SUFFERED OUTBREAKS OF THE COVID VIRUS WITHIN THEIR FACILITIES. THIS CREATED STAFFING SHORTAGES AND MULTIPLE RESIDENT DEATHS. SOMC RESPONDED TO THIS SITUATION IN MANY WAYS. WHEN THE PANDEMIC FIRST BEGAN, OUR SOCIAL WORK DEPARTMENT HELD A MEETING WITH FACILITY LEADERS TO DISCUSS THE PANDEMIC AND EDUCATE VARIOUS FACILITY LEADERS ABOUT THE VIRUS. SOCIAL WORKERS ARRANGED FOR EDUCATION ON INFECTION CONTROL PROCEDURES, PPE, AND DETAILS OF THE COVID VIRUS ITSELF FROM OUR LOCAL HEALTH DEPARTMENT, OUR INFECTIOUS DISEASE PHYSICIAN, DR. DAVID BYERS, PULMONOLOGISTS, AND THE LOCAL EMERGENCY MANAGEMENT ASSOCIATION (EMA). THESE EDUCATIONAL SESSIONS INCLUDED NOT ONLY NURSING HOMES BUT ALSO LOCAL MINISTERS, FAMILY PROVIDERS IN OUR COMMUNITY, FUNERAL DIRECTORS, AND VARIOUS COMMUNITY LEADERS. SOCIAL WORKERS ARRANGED ZOOM FOLLOW-UP MEETINGS WITH MULTIPLE QUESTION AND ANSWER SESSIONS FEATURING DR. BYERS. SOCIAL WORK SERVICES VISITED NURSING HOMES AND ASSISTED STAFF WITH INSTRUCTION ON PROPER WEARING OF PPE AND DISCUSSED RESPIRATOR FIT TESTING. SOMC ASSISTED THE LOCAL EMA WITH DISTRIBUTING PPE TO THESE FACILITIES AND HELPED THEM TO LOCATE PPE FROM VARIOUS SUPPLIERS. SOMC ALSO DONATED FACE SHIELDS (MADE BY SOMC STAFF) TO AREA FACILITIES. SOMC PLACED NURSE PRACTITIONERS IN THESE FACILITIES TO ROUND ON PATIENTS AND HELP THE STAFF TREAT THESE PATIENTS, AT NO COST TO THE NURSING HOMES. ONE OF THE LOCAL NURSING HOME ADMINISTRATORS WHO HAD 48 RESIDENTS POSITIVE FOR COVID REPORTED TO US SAYING, "WE COULD NOT HAVE MADE IT WITHOUT SOMC. I PROMISE YOU MORE OF OUR RESIDENTS WOULD HAVE DIED IF YOU HAD NOT BEEN HERE." STATEMENT IS CONTINUED IN A LATER SECTION OF PART VI SUPPLEMENTAL INFORMATION.
PART VI, LINE 6:	SOUTHERN OHIO MEDICAL CENTER IS A SINGLE ACUTE CARE PROVIDER OF HEALTH SERVICES AT TWO FACILITIES IN THE PORTSMOUTH, OHIO AREA. SOMC IS THE PARENT ORGANIZATION OF SOMC DEVELOPMENT FOUNDATION, SOMC MEDICAL CARE FOUNDATION, INC., AND SOMC TITLE HOLDING COMPANY.SOMC DEVELOPMENT FOUNDATION RENDERS SERVICES TO SOUTHERN OHIO MEDICAL CENTER OF PORTSMOUTH, OHIO AND ITS PATIENTS AND ASSISTS THE HOSPITAL IN PROMOTING HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOUTHERN OHIO MEDICAL CENTER. IN ADDITION, SOMC DEVELOPMENT FOUNDATION CREATES, RECEIVES AND MAINTAINS A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE USE AND BENEFIT OF SOUTHERN OHIO MEDICAL CENTER.SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL, SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING.SOMC TITLE HOLDING COMPANY OWNS AND MANAGES REAL ESTATE ON BEHALF OF SOUTHERN OHIO MEDICAL CENTER.
PART VI, LINE 5 CONTINUED:	SOMC PROVIDED HAND-GEL TO LOCAL SCHOOLS AS THEY BEGAN TO RETURN TO CLASS. WE ASSISTED WITH THE COLLECTION OF FACEMASKS FOR ELDERLY APARTMENT RESIDENTS AND DELIVERED THEM. SOMC PROVIDED FREE PULSE OXIMETER UNITS TO PATIENTS WITH COVID PRESENTING TO THE EMERGENCY DEPARTMENT, AND PARTNERED WITH THE LOCAL MENTAL HEALTH BOARD TO DEVELOP COMMUNITY RESPONSE TEAMS IF THE NEED ARISES. AS IN MANY COMMUNITIES, SCHOOL SPORTS ARE VERY IMPORTANT IN OHIO AND KENTUCKY COMMUNITIES. SOMC CREATED CONTENT TO HELP FAMILIES UNDERSTAND THE CONNECTION BETWEEN HIGH SCHOOL ATHLETICS AND THE PANDEMIC. OUR CR STAFF TEAMED UP WITH THE SPORTS MOTION PROGRAM, WHICH IS COMPRISED OF ATHLETIC PROFESSIONALS WHO WORK WITH THE LOCAL SCHOOLS. WE CREATED A "I WANT A SEASON" CAMPAIGN WHERE LOCAL HIGH SCHOOL ATHLETES DONNED THEIR FACE MASKS AND UNIFORMS TO HIT HOME THE IMPORTANCE OF MASK WEARING IN SLOWING THE SPREAD OF THE VIRUS SO OUR CHILDREN CAN ENJOY THEIR FAVORITE TIME OF THE YEAR. THE "I WANT A SEASON" CAMPAIGN WAS PROMOTED AROUND THE SAME TIME THAT MASKS WERE BEING MANDATED IN OUR AREA AND AROUND THE STATE. THE SOMC DEVELOPMENT FOUNDATION TYPICALLY CONDUCTS A "COAT DRIVE" FOR LOCAL SCHOOL KIDS EACH YEAR. DUE TO THE LIFE CHANGING EXPERIENCES EVERYONE HAS SUFFERED THROUGH THIS YEAR, SOMC DECIDED TO CONDUCT A TARGETED NEEDS ASSESSMENT IN THE SCHOOLS INSTEAD OF THE COAT DRIVE. THE NEEDS ASSESSMENT REACHED OUT TO 15 LOCAL AREA SCHOOLS IN OUR SURROUNDING COMMUNITIES. THE RESULTS SHOWED THAT THE SCHOOL KIDS NEEDED A VARIETY OF THINGS SUCH AS SOCKS, SHOES, SCHOOL SUPPLIES, HAND SANITIZER, AND EVEN PILLOWS. AFTER REVIEW OF THE DATA, SOMC DECIDED TO GRANT EACH SCHOOL FUNDING TO BE USED FOR SPECIFIC NEEDS OF THE CHILDREN. THE FUNDS ARE PROVIDED BY THE SOMC COMMUNITY HEALTH & WELLNESS FUND. THIS FUND IS DESIGNED TO OFFER SUPPORT TO PROJECTS THAT WILL POSITIVELY AFFECT THE HEALTH AND WELLNESS OF THOSE LIVING AND WORKING IN OUR COMMUNITY. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION. SOMC EMPLOYEES, PHYSICIANS AND MEDICAL STUDENTS GIVE BACK TO THE COMMUNITY THROUGH INTERNAL DONATION CAMPAIGNS, SUCH AS THE "MAKE A DIFFERENCE" CAMPAIGN. EMPLOYEES CAN ALSO GIVE BACK THROUGH SOMC'S "PAY IT FORWARD" PROGRAM, WHERE SOCIAL WORKERS IDENTIFY PATIENT NEEDS AND EMPLOYEES CAN DIRECTLY DONATE ITEMS TO PROVIDE ASSISTANCE. MANY MEMBERS OF THE COMMUNITY ALSO VOLUNTEER AT SOMC, SERVING AS COMMUNITY AMBASSADORS. VOLUNTEERS OFFER A FRIENDLY SMILE AND COMFORTING WORDS TO PATIENTS AND FAMILY MEMBERS, WHILE ALSO ASSISTING WITHIN MANY AREAS OF THE HOSPITAL. SOMC'S TEAM OF VOLUNTEERS MAKES A DIFFERENCE NOT ONLY IN THE UNPAID HOURS THEY PROVIDE, BUT ALSO IN THEIR EFFORTS TO RAISE FUNDS TO PURCHASE MEDICAL EQUIPMENT, ASSIST WITH PATIENT NEEDS AND PROVIDE VARIOUS COMMUNITY SERVICES TO AID IN MAKING A DIFFERENCE. WITH THE COMMUNITIES AND SOMC WORKING SO CLOSELY TOGETHER, SOMC CAN PROUDLY SAY IT IS ABLE TO OBTAIN ITS GOAL OF "MAKING A DIFFERENCE."

Schedule H (Form 990) 2019

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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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
SOUTHERN OHIO MEDICAL CENTER

Employer identification number
31-0678022

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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" on 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 noncash assistance	(h) Purpose of grant or assistance
(1) AMERICAN RED CROSS 1801 ROBINSON AVE PORTSMOUTH,OH45662	53-0196605	501(C)(3)	27,000				YEARLY PLEDGE AND SPONSORSHIP DINNER, DANCING WITH STARS
(2) CIRQUE D'ART THEATRE CLEVELAND AVE PORTSMOUTH,OH45662	31-0914613	501(C)(3)	7,000				SPONSOR PRODUCTION
(3) FRIENDS OF PORTSMOUTH PO BOX 1505 PORTSMOUTH,OH45662	83-0734246	501(C)(3)	50,000				SPONSORSHIP
(4) SOUTHERN OHIO MUSEUM 825 GALLIA STREET PORTSMOUTH,OH45662	31-0914613	501(C)(3)	6,000				SPONSORSHIP EXHIBITION
(5) SOUTHERN OHIO PERFORMING ARTS ASSOC PO BOX 1122 PORTSMOUTH,OH45662	31-1346687	501(C)(3)	7,500				SPONSORSHIP
(6) SOUTHERN OHIO SENIOR GAMES 919 7TH STREET PORTSMOUTH,OH45662	30-0886782	501(C)(3)	5,500				SPONSORSHIP
(7) SOUTH CENTRAL EDUCATION 522 GLENWOOD AVE NEW BOSTON,OH45662	31-1076636	501(C)(3)	10,000				SPONSORSHIP
(8) TIME OUT FOR ME 342 2ND STREET PORTSMOUTH,OH45662	61-1558338	501(C)(3)	5,000				SPONSORSHIP
(9) STEVEN HUNTER HOPE FUND PO BOX 802 PORTSMOUTH,OH45662	26-2211905	501(C)(3)	10,000				SPONSORSHIP
(10) SCIOTO COUNTY HEALTH COALITION 919 7TH STREET PORTSMOUTH,OH45662	47-1747822	501(C)(3)	5,000				SPONSORSHIP POT OF GOLD PROGRAM
(11) PORTSMOUTH FIRE DEPARTMENT 1529 GALLIS STREET PORTSMOUTH,OH45662	31-6400238	N/A	2,500	28,817	FMV	HEART EQUIPMENT	SPONSORSHIP OF RIVER DAYS
(12) NOTRE DAME SCHOOLS 2220 SUNRISE AVE PORTSMOUTH,OH45662	31-4395524	501(C)(3)	6,000				SPONSORSHIP
(13) MAIN STREET PORTSMOUTH PO BOX 620 PORTSMOUTH,OH45662	36-4565140	501(C)(3)	5,000				HUMAN RIGHTS GARDEN SPONSORSHIP
(14) THE SCIOTO COUNTY AREA FOUNDATION 301 FRONT STREET PORTSMOUTH,OH45662	51-0157026	501(C)(3)	10,000				SKATE PARK PROJECT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

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) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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

PART I, LINE 2:

SOUTHERN OHIO MEDICAL CENTER MAY MAKE CONTRIBUTIONS IN SUPPORT OF ORGANIZATIONS IN THE COMMUNITY. THE FOLLOWING PROCEDURES ARE IN PLACE TO MONITOR THESE FUNDS: ORGANIZATIONS ARE REQUIRED TO FILL OUT A REQUEST FOR DONATION AND ATTACH ADDITIONAL DOCUMENTATION EXPLAINING WHAT THE FUNDS WILL BE USED FOR. DEPENDING ON THE REQUEST, SOMC WILL FOLLOW UP DIRECTLY WITH GRANTEE TO VERIFY THE FUNDS WERE USED FOR ITS INTENDED PURPOSE.

Schedule I (Form 990) 2019

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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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .........

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 on Line 1a? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

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 on 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 on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DEAN WRAY VP FINANCE-SOMC	(i) (ii)	408,421 ------------- 0	96,572 ------------- 0	1,786,451 ------------- 0	22,400 ------------- 0	28,659 ------------- 0	2,342,503 ------------- 0	1,763,095 ------------- 0
2CLAUDIA L BURCHETT VP PATIENT SERVICES/CNO-SOMC	(i) (ii)	312,885 ------------- 0	65,885 ------------- 0	1,422,013 ------------- 0	25,200 ------------- 0	28,310 ------------- 0	1,854,293 ------------- 0	1,418,082 ------------- 0
3RANDAL ARNETT DIRECTOR/CEO-SOMC (JUL-JAN)	(i) (ii)	722,900 ------------- 0	209,752 ------------- 0	339,005 ------------- 0	86,445 ------------- 0	26,009 ------------- 0	1,384,111 ------------- 0	315,253 ------------- 0
4KENDALL L STEWART MD VP MEDICAL AFFAIRS-SOMC	(i) (ii)	462,178 ------------- 0	101,814 ------------- 0	142,042 ------------- 0	59,497 ------------- 0	28,443 ------------- 0	793,974 ------------- 0	117,861 ------------- 0
5ELIE SAAB MD MD CRITICAL CARE	(i) (ii)	0 ------------- 511,880	0 ------------- 0	0 ------------- 18,258	0 ------------- 23,120	0 ------------- 26,754	0 ------------- 580,012	0 ------------- 0
6BENJAMIN L GILL PRESIDENT & CEO-SOMC (FEB-JUN)	(i) (ii)	299,391 ------------- 0	70,578 ------------- 0	12,457 ------------- 0	83,597 ------------- 0	24,092 ------------- 0	490,115 ------------- 0	0 ------------- 0
7VICKI A NOEL VP HR & ORGANIZATIONAL DEV	(i) (ii)	278,650 ------------- 0	63,649 ------------- 0	794 ------------- 0	90,976 ------------- 0	37,602 ------------- 0	471,671 ------------- 0	0 ------------- 0
8RORY PHILLIPS PHARMACY MANAGER	(i) (ii)	231,564 ------------- 0	35,398 ------------- 0	396 ------------- 0	24,546 ------------- 0	27,224 ------------- 0	319,128 ------------- 0	0 ------------- 0
9BRENT A RICHARD ADM DIR OF INFORMATION SYS	(i) (ii)	198,523 ------------- 0	23,629 ------------- 0	396 ------------- 0	20,323 ------------- 0	24,458 ------------- 0	267,329 ------------- 0	0 ------------- 0
10JEREMY K JANNEY PHARMACY MANAGER	(i) (ii)	192,471 ------------- 0	12,209 ------------- 0	60 ------------- 0	14,596 ------------- 0	22,748 ------------- 0	242,084 ------------- 0	0 ------------- 0
11LEONARD T GREENE ADM DIR OF SURGICAL SERVICES	(i) (ii)	166,952 ------------- 0	26,382 ------------- 0	396 ------------- 0	17,797 ------------- 0	25,208 ------------- 0	236,735 ------------- 0	0 ------------- 0
12KENDALL APPLEGATE ADM DIR OF HUMAN RESOURCES	(i) (ii)	171,226 ------------- 0	27,536 ------------- 0	258 ------------- 0	18,045 ------------- 0	11,778 ------------- 0	228,843 ------------- 0	0 ------------- 0
13KARA REDOUTEY ASSOCIATE CFO	(i) (ii)	154,851 ------------- 0	22,872 ------------- 0	1,121 ------------- 0	8,192 ------------- 0	22,450 ------------- 0	209,486 ------------- 0	0 ------------- 0
14MARSHA SMITH MD CHIEF OF STAFF	(i) (ii)	0 ------------- 146,962	0 ------------- 0	0 ------------- 582	0 ------------- 3,125	0 ------------- 4,981	0 ------------- 155,650	0 ------------- 0
15LEON ROSENBERG DIRECTOR	(i) (ii)	0 ------------- 10,978	0 ------------- 0	0 ------------- 692	0 ------------- 233	0 ------------- 0	0 ------------- 11,903	0 ------------- 0

Schedule J (Form 990) 2019

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

PART I, LINE 4B

THE ORGANIZATION MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: RANDAL ARNETT: $61,245 KENDALL STEWART: $37,097 VICKI NOEL: $68,576 BENJAMIN GILL: $66,797 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: - THE DATE OF THE EXECUTIVE'S DEATH - THE DATE THE EXECUTIVE BECOMES TOTALLY DISABLED - THE DATE A CHANGE OF CONTROL OCCURS - THE EXECUTIVE REACHING THE AGE OF 60 YEARS IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE EXECUTIVE MUST HAVE FIVE YEARS OF SERP SERVICE BEFORE ENDING THE EMPLOYMENT IN ORDER TO VEST. THE SERP CONTRIBUTIONS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C. THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED A VESTED SERP PAYMENT DURING THE CALENDAR YEAR: RANDAL ARNETT: $315,253 KENDALL STEWART: $117,861 DEAN WRAY: $1,763,095 CLAUDIA BURCHETT: $1,418,082 THE PAY OUT IS INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOMC MEDICAL CARE FOUNDATION, INC, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN). THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. THE PHYSICIAN WILL VEST IN THE PLAN IF ANY OF THE FOLLOWING THREE CONDITIONS ARE MET: - PARTICIPATE IN THE CERP PROGRAM FOR 10 YEARS, IF ENTERED THE PLAN AFTER 2007 - REACH THE AGE OF 60 YEARS AFTER COMPLETING 20 YEARS OF SERVICE - REACH THE AGE OF 65 YEARS THE ORGANIZATION MADE CONTRIBUTIONS TO A CERP FOR THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII: ELIE SAAB: $9,120 MARSHA SMITH: $171 THE AMOUNT LISTED ABOVE IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN C. THE NO INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED A VESTED CERP PAYMENT DURING THE CALENDAR YEAR. THE VESTED PAYMENT AMOUNTS LISTED ABOVE ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).

Schedule J (Form 990) 2019

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
SOUTHERN OHIO MEDICAL CENTER

Employer identification number
31-0678022

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	COUNTY OF SCIOTO OHIO	31-6400086	808878HB1	05-10-2016	136,738,259	SEE PART VI		X		X		X
B	COUNTY OF SCIOTO OHIO	31-6400086	808878HD7	06-25-2019	24,900,212	SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	13,950,000		1,365,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	138,630,277		25,149,978
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............	137,332,866
7 Issuance costs from proceeds ...............	1,297,411		195,190
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			19,811,755
11 Other spent proceeds .............
12 Other unspent proceeds .............			5,143,032
13 Year of substantial completion .............	2009		2020
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........	X			X
16 Has the final allocation of proceeds been made? ..........	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2019

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
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
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 ....	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 .........	0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		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
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? .............
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

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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	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
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2019

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
b Name of provider ..........
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
7 Has the organization established written procedures to monitor the requirements of section 148? ...	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

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
PART I, LINE A, COLUMN (F):	(1) ADVANCE REFUND A PORTION OF THE OUTSTANDING COUNTY OF SCIOTO, OHIO $154,655,000 OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) (THE "SERIES 2008 BONDS") AND (2) PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2016 BONDS.
PART I, LINE B, COLUMN (F):	(1) FINANCE "HOSPITAL FACILITIES" AS DEFINED IN SECTION 140.01 OF THE OHIO REVISED CODE AND (2) PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE ISSUANCE OF THE SERIES 2019 BONDS.
PART II, LINE 3, COLUMN A:	TOTAL PROCEEDS OF THE ISSUE RESULT FROM: (1) SERIES 2016 BONDS ISSUE PRICE OF $136,738,258.75 AND (2) $1,892,018.33 OF INVESTMENT EARNINGS, AS OF JUNE 30, 2018, ON SALE PROCEEDS OF THE SERIES 2016 BONDS DEPOSITED INTO THE COUNTY OF SCIOTO, OHIO HOSPITAL FACILITIES REFUNDING REVENUE BONDS, SERIES 2008 (SOUTHERN OHIO MEDICAL CENTER) ESCROW FUND (THE "ESCROW FUND") PURSUANT TO THE ESCROW DEPOSIT AGREEMENT, MADE AS OF MAY 1, 2016, BY AND AMONG THE COUNTY OF SCIOTO, OHIO, SOUTHERN OHIO MEDICAL CENTER AND U.S. BANK NATIONAL ASSOCIATION, AS ESCROW DEPOSIT TRUSTEE. PURSUANT TO THE ESCROW VERIFICATION REPORT, DATED MAY 10, 2016, BY CAUSEY DEMGEN & MOORE P.C. (THE "ESCROW VERIFICATION REPORT"), TOTAL INVESTMENT EARNINGS ON THE ESCROW FUND (WHICH INCLUDES AMOUNTS FROM THE 2008 DSRF) THROUGH FEBRUARY 15, 2018, THE DATE ON WHICH THE ESCROW FUND WAS USED TO REDEEM THE SERIES 2008 BONDS, WERE $2,044,563.15.
PART II, LINE 3, COLUMN B:	TOTAL PROCEEDS OF THE ISSUE RESULT FROM: (1) SERIES 2019 BONDS ISSUE PRICE OF $24,900,211.80 AND (2) $249,765.71 OF INVESTMENT EARNINGS, AS OF JUNE 30, 2020, ON SALE PROCEEDS OF THE SERIES 2019 BONDS DEPOSITED INTO THE 2019 PROJECT ACCOUNT WITHIN THE PROJECT FUND.
PART II, LINE 6, COLUMN A:	$135,440,847.27 OF THE PROCEEDS OF THE SERIES 2016 BONDS WERE USED TO ADVANCE REFUND A PORTION OF THE SERIES 2008 BONDS.
PART II, LINE 7, COLUMN A:	THE ISSUANCE COST IS COMPRISED OF UNDERWRITER'S DISCOUNT OF $651,601.88 AND OTHER COSTS OF ISSUANCE OF $645,809.60. THE SERIES 2016 BOND PROCEEDS USED TO PAY THESE AMOUNTS WERE DEPOSITED INTO THE 2016 EXPENSE FUND.
PART III, 3A, COLUMNS A AND B:	CURRENTLY, ALL MANAGEMENT OR SERVICE CONTRACTS COMPLY WITH THE MANAGEMENT CONTRACT SAFE HARBORS SET FORTH BY THE INTERNAL REVENUE SERVICE.
PART IV, 2C, COLUMN A:	THE PROCEEDS OF THE SERIES 2016 BONDS USED TO PAY ISSUANCE COSTS WERE EXPENDED WITHIN SIX MONTHS FROM THE ISSUE DATE OF THE SERIES 2016 BONDS. THE ESCROW VERIFICATION REPORT INDICATED THAT THE YIELD ON THE ESCROW FUND DID NOT EXCEED THE YIELD ON THE SERIES 2016 BONDS. GIVEN THE FOREGOING, NO REBATE WILL BE DUE ON THE SERIES 2016 BONDS.

Schedule K (Form 990) 2019

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Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

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) 2019

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) BANNON HOWLAND & DEVER	BOARD CHAIR ROBERT DEVER IS SENIOR PARTNER OF BANNON, HOWLAND, & DEVER	438,198	$20,000 PER MONTH RETAINER AS GENERAL COUNSEL TO SOUTHERN OHIO MEDICAL CENTER AND ITS RELATED ENTITIES. ADDITIONAL AMOUNT IS RELATED TO ADDITIONAL LEGAL SERVICES PROVIDED TO SOUTHERN OHIO MEDICAL CENTER THROUGHOUT THE YEAR.		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) 2019

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

Return Reference	Explanation
FORM 990, PAGE 1, LINE C:	DOING BUSINESS AS: SOMC CANCER CENTER, SOMC HOME HEALTH SERVICES, SOMC L.I.F.E. CENTER, SOMC URGENT CARE CENTER, SOMC HOSPICE CENTER, SOMC WOUND HEALING CENTER.
FORM 990, PART III, LINE 4A CONTINUED:	SOMC PROVIDED HAND-GEL TO LOCAL SCHOOLS AS THEY BEGAN TO RETURN TO CLASS. WE ASSISTED WITH THE COLLECTION OF FACEMASKS FOR ELDERLY APARTMENT RESIDENTS AND DELIVERED THEM. SOMC PROVIDED FREE PULSE OXIMETER UNITS TO PATIENTS WITH COVID PRESENTING TO THE EMERGENCY DEPARTMENT, AND PARTNERED WITH THE LOCAL MENTAL HEALTH BOARD TO DEVELOP COMMUNITY RESPONSE TEAMS IF THE NEED ARISES. AS IN MANY COMMUNITIES, SCHOOL SPORTS ARE VERY IMPORTANT IN OHIO AND KENTUCKY COMMUNITIES. SOMC CREATED CONTENT TO HELP FAMILIES UNDERSTAND THE CONNECTION BETWEEN HIGH SCHOOL ATHLETICS AND THE PANDEMIC. OUR CR STAFF TEAMED UP WITH THE SPORTS MOTION PROGRAM, WHICH IS COMPRISED OF ATHLETIC PROFESSIONALS WHO WORK WITH THE LOCAL SCHOOLS. WE CREATED A "I WANT A SEASON" CAMPAIGN WHERE LOCAL HIGH SCHOOL ATHLETES DONNED THEIR FACE MASKS AND UNIFORMS TO HIT HOME THE IMPORTANCE OF MASK WEARING IN SLOWING THE SPREAD OF THE VIRUS SO OUR CHILDREN CAN ENJOY THEIR FAVORITE TIME OF THE YEAR. THE "I WANT A SEASON" CAMPAIGN WAS PROMOTED AROUND THE SAME TIME THAT MASKS WERE BEING MANDATED IN OUR AREA AND AROUND THE STATE. THE SOMC DEVELOPMENT FOUNDATION TYPICALLY CONDUCTS A "COAT DRIVE" FOR LOCAL SCHOOL KIDS EACH YEAR. DUE TO THE LIFE CHANGING EXPERIENCES EVERYONE HAS SUFFERED THROUGH THIS YEAR, SOMC DECIDED TO CONDUCT A TARGETED NEEDS ASSESSMENT IN THE SCHOOLS INSTEAD OF THE COAT DRIVE. THE NEEDS ASSESSMENT REACHED OUT TO 15 LOCAL AREA SCHOOLS IN OUR SURROUNDING COMMUNITIES. THE RESULTS SHOWED THAT THE SCHOOL KIDS NEEDED A VARIETY OF THINGS SUCH AS SOCKS, SHOES, SCHOOL SUPPLIES, HAND SANITIZER, AND EVEN PILLOWS. AFTER REVIEW OF THE DATA, SOMC DECIDED TO GRANT EACH SCHOOL FUNDING TO BE USED FOR SPECIFIC NEEDS OF THE CHILDREN. THE FUNDS ARE PROVIDED BY THE SOMC COMMUNITY HEALTH & WELLNESS FUND. THIS FUND IS DESIGNED TO OFFER SUPPORT TO PROJECTS THAT WILL POSITIVELY AFFECT THE HEALTH AND WELLNESS OF THOSE LIVING AND WORKING IN OUR COMMUNITY. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION. SOMC EMPLOYEES, PHYSICIANS AND MEDICAL STUDENTS GIVE BACK TO THE COMMUNITY THROUGH INTERNAL DONATION CAMPAIGNS, SUCH AS THE "MAKE A DIFFERENCE" CAMPAIGN. EMPLOYEES CAN ALSO GIVE BACK THROUGH SOMC'S "PAY IT FORWARD" PROGRAM, WHERE SOCIAL WORKERS IDENTIFY PATIENT NEEDS AND EMPLOYEES CAN DIRECTLY DONATE ITEMS TO PROVIDE ASSISTANCE. MANY MEMBERS OF THE COMMUNITY ALSO VOLUNTEER AT SOMC, SERVING AS COMMUNITY AMBASSADORS. VOLUNTEERS OFFER A FRIENDLY SMILE AND COMFORTING WORDS TO PATIENTS AND FAMILY MEMBERS, WHILE ALSO ASSISTING WITHIN MANY AREAS OF THE HOSPITAL. SOMC'S TEAM OF VOLUNTEERS MAKES A DIFFERENCE NOT ONLY IN THE UNPAID HOURS THEY PROVIDE, BUT ALSO IN THEIR EFFORTS TO RAISE FUNDS TO PURCHASE MEDICAL EQUIPMENT, ASSIST WITH PATIENT NEEDS AND PROVIDE VARIOUS COMMUNITY SERVICES TO AID IN MAKING A DIFFERENCE. WITH THE COMMUNITIES AND SOMC WORKING SO CLOSELY TOGETHER, SOMC CAN PROUDLY SAY IT IS ABLE TO OBTAIN ITS GOAL OF "MAKING A DIFFERENCE."
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 INFORMATION IS COMPILED IN THE ACCOUNTING DEPARTMENT THEN SENT TO THE INDEPENDENT TAX ACCOUNTANTS TO ANALYZE THE INFORMATION AND COMPLETE THE TAX RETURN. THE FINAL FORM IS THEN REVIEWED BY FINANCIAL STAFF, TIED OUT TO THE TRIAL BALANCE, AND E-MAILED TO THE BOARD. IN ADDITION, THE CFO PRESENTS FORM 990 TO THE BOARD EXECUTIVE COMPENSATION COMMITTEE BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY IN JANUARY FOR OFFICERS AND FOR NEW AND RETURNING BOARD MEMBERS. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE. ANY CONFLICTS ARE DOCUMENTED IN THE MINUTES AND ADDRESSED. CONFLICTS OF INTEREST ARE RAISED BY OFFICERS OR BOARD MEMBERS ONCE THEY ARE KNOWN BY THE INDIVIDUAL. BOARD MEMBERS ABSTAIN FROM VOTING IF A CONFLICT IS IDENTIFIED THAT THE BOARD MEMBER IS INVOLVED WITH DURING THE FISCAL YEAR. WE MONITOR COMPLIANCE THROUGH THE ANNUAL CONFLICT OF INTEREST SURVEY PROCESS. IT MAKES THE CONFLICT KNOWN SO SOMC CAN ENSURE THE CONFLICT IS NOT A COMPLIANCE PROBLEM. WHEN CONFLICTS ARISE WE USE THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCESS TO ADDRESS THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT, GALLAGHER/INTEGRATED HEALTHCARE STRATEGIES (IHS), PROVIDES THE BOARD COMPENSATION COMMITTEE WITH COMPARABLE DATA AND OTHER FACTS WHICH ARE USED BY THE COMMITTEE TO DETERMINE EXECUTIVE PAY PHILOSOPHY. THE INDEPENDENT CONSULTANT USES BOTH NATIONAL AND REGIONAL EXECUTIVE COMPENSATION SURVEYS FOR COMPARABLE DATA TO DETERMINE EXECUTIVE COMPENSATION RECOMMENDATIONS. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DELIBERATES THE INDEPENDENT CONSULTANT'S RECOMMENDATIONS AND THROUGH CONTEMPORANEOUS SUBSTANTIATION, REACHES A DECISION THAT IS BOTH MARKET COMPETITIVE AND REASONABLE. THE DECISIONS FOR CEO AND EXECUTIVES COMPENSATION ARE DOCUMENTED IN THE BOARD COMPENSATION COMMITTEE MINUTES, AS WELL AS THE BOARD MEETING MINUTES. THIS COMMITTEE DETERMINES THE CEO'S PAY AND SETS PAY RANGES FOR THE OTHER EXECUTIVES. THE PROCESS WAS LAST UNDERTAKEN DURING 2019.
FORM 990, PART VI, SECTION C, LINE 19	SOUTHERN OHIO MEDICAL CENTER PROVIDES ITS FINANCIAL STATEMENTS TO THE PUBLIC THROUGH THE FILING OF ITS FORM 990 AS WELL AS ITS BOND DISCLOSURE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON SOUTHERN OHIO MEDICAL CENTER'S WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN ACTUARIAL VALUE OF PENSION 872,807. CHANGE IN ACTUARIAL COST -3,670,700. TRANSFER TO SOMC TITLE HOLDING COMPANY 870,373. TRANSFER FROM SOMC MEDICAL CARE FOUNDATION -38,663,643. CAPITAL CONTRIBUTION TO AFFILIATE 56,247. TRANSFER FROM SOMC DEVELOPMENT FOUNDATION 1,900,820.
FORM 990, PART XI, LINE 2C:	THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

SOUTHERN OHIO MEDICAL CENTER

Employer identification number

31-0678022

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

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?
(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	Yes	No
(1)SOMC DEVELOPMENT FOUNDATION 1805 27TH STREET PORTSMOUTH,OH45662 31-0677520	FUNDRAISING	OH	501(C)(3)	LINE 12A, I	SOUTHERN OHIO MEDICAL CENTER	Yes
(2)SOMC MEDICAL CARE FOUNDATION INC 1248 KINNEYS LANE PORTSMOUTH,OH45662 31-1374523	MEDICINE AND SURGERY	OH	501(C)(3)	LINE 12A, I	SOUTHERN OHIO MEDICAL CENTER	Yes
(3)SOUTHERN OHIO MEDICAL CENTER TITLE HOLDING COMPANY 1805 27TH STREET PORTSMOUTH,OH45662 31-4293042	MANAGE REAL ESTATE	OH	501(C)(2)	N/A	SOUTHERN OHIO MEDICAL CENTER	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

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	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No

Schedule R (Form 990) 2019

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

Yes

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) SOMC MEDICAL CARE FOUNDATION	R	38,663,644	ACCRUAL TRANSACTIONS
(2) SOMC MEDICAL CARE FOUNDATION	L	3,189,118	COST PER CONTRACT
(3) SOMC MEDICAL CARE FOUNDATION	M	1,121,466	COST PER CONTRACT
(4) SOMC MEDICAL CARE FOUNDATION	O	58,558,836	ALLOCATION OF COSTS
(5) SOMC MEDICAL CARE FOUNDATION	Q	22,310,573	ALLOCATION OF COSTS
(6) SOMC MEDICAL CARE FOUNDATION	P	44,273,417	ALLOCATION OF COSTS
(7) SOMC TITLE HOLDING COMPANY	N	1,723,149	RENTAL CHARGES PER CONTRACT
(8) SOMC TITLE HOLDING COMPANY	K	4,342,970	RENTAL CHARGES PER CONTRACT
(9) SOMC TITLE HOLDING COMPANY	L	1,208,724	ALLOCATION OF COSTS
(10) SOMC TITLE HOLDING COMPANY	O	540,724	ALLOCATION OF COSTS
(11) SOMC TITLE HOLDING COMPANY	N	870,373	FORGIVENESS OF EXPENSES
(12) SOMC DEVELOPMENT FOUNDATION	O	91,634	ALLOCATION OF COSTS
(13) SOMC DEVELOPMENT FOUNDATION	S	1,900,820	BOOK VALUE

Schedule R (Form 990) 2019

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SOUTHERN OHIO MEDICAL CENTER IS AN ACUTE HEALTH CARE SYSTEM LOCATED IN PORTSMOUTH, OHIO. SOMC'S EXEMPT PURPOSE IS TO SERVE SOUTH CENTRAL OHIO AND NORTHEASTERN KENTUCKY WITH STATE-OF-THE-ART FACILITIES AND HEALTH CARE TECHNOLOGIES.
2	Check this box
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 2019 (Part V, line 2a) ......	5	3,175
6	Total number of volunteers (estimate if necessary) .............	6	335
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,665,036
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	100,642	17,242,843
9	Program service revenue (Part VIII, line 2g) .........	396,616,685	380,176,884
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	22,440,412	2,859,084
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	16,024,915	22,801,337
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	435,182,654	423,080,148
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	182,276	201,932
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)	181,928,557	192,875,355
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 347,010
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	184,126,416	181,044,872
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	366,237,249	374,122,159
19	Revenue less expenses. Subtract line 18 from line 12.......	68,945,405	48,957,989
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	535,872,266	601,423,031
21	Total liabilities (Part X, line 26).............	200,957,162	250,425,421
22	Net assets or fund balances. Subtract line 21 from line 20.....	334,915,104	350,997,610

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 288,201,225 including grants of $ 201,932 ) (Revenue $ 399,165,855 )
	SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, TEAMWORK AND FINANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S "OPEN DOOR POLICY," WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS. SOMC PARTNERS WITH THE NATIONAL RESEARCH CORPORATION (NRC) TO PROVIDE TRANSITIONAL CARE SUPPORT FOLLOWING ACUTE AND AMBULATORY ENCOUNTERS. NRC'S CONNECT CARE TRANSITIONS PLATFORM PERFORMS POST-DISCHARGE CALL-BACKS, LEVERAGING AUTOMATED OUTREACH TO CONTACT PATIENTS IN THE CRITICAL TIMEFRAME OF 24-72 HOURS AFTER LEAVING OUR FACILITY. THE NATURAL VOICE RECOGNITION FOLLOW-UP CALL SEEKS OUT OPPORTUNITIES TO IMPROVE THE PATIENT EXPERIENCE THROUGH ADDRESSING ANY REMAINING SERVICE CONCERNS OR CLINICAL QUESTIONS AFTER DISCHARGE. ANY CONCERNS IDENTIFIED TRIGGER AN ALERT FROM THE CARE TRANSITIONS SOLUTION TO AN RN MEMBER OF OUR CLINICAL CASE MANGER TEAM WHO PERSONALLY RETURNS A CALL FOR RESOLUTION OR TRIAGING. CALL PROMPTS ADDRESS KEY ISSUES AFTER DISCHARGE SUCH AS PRESCRIPTIONS, FOLLOW-UP APPOINTMENTS, DISCHARGE INSTRUCTIONS, WORSENING HEALTH STATUS, SERVICE CONCERNS, POST-PROCEDURAL PAIN, ETC. THE CONNECT PROGRAM IMPACTS SOMC'S STRATEGIC VALUES BY REDUCING READMISSIONS, IMPROVING PATIENT EXPERIENCE AND PERCEPTIONS OF CARE, AND IMPROVING QUALITY AND SAFETY OUTCOMES. AS A FUNCTION OF THE CLINICAL CASE MANAGEMENT DEPARTMENT, CONNECT SERVES TO IMPROVE CLINICAL INTEGRATION BY BRIDGING THE GAPS BETWEEN ACUTE, EMERGENT, AND PROCEDURAL SETTINGS AND THE PATIENT'S HOME ENVIRONMENT.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE SCIOTO COUNTY HEALTH COALITION, THE PORTSMOUTH AREA CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS. AS THE LEADING MEDICAL PROVIDER IN THE REGION, SOMC MADE IT A PRIORITY TO SHARE RELIABLE AND TIMELY INFORMATION ABOUT COVID-19 AS SOON AS THE PANDEMIC BEGAN. WE MOVED QUICKLY TO REPLACE OUR REGULARLY SCHEDULED TELEVISION ADVERTISEMENTS WITH SPOTS RELATED TO COVID-19. USING A COMBINATION OF PREVIOUSLY RECORDED FOOTAGE AND ANIMATION, WE CREATED NEW COMMERCIALS TO PROMOTE SOCIAL DISTANCING, PROPERLY WEARING MASKS, AND TO ASSURE THE PUBLIC THAT WE ARE HERE WHEN THEY NEED US. OUR COMMUNITY RELATIONS TEAM DEVELOPED COMMUNICATION STRATEGIES TO ENSURE THAT THE COMMUNITY AND SOMC STAFF WERE WELL INFORMED ABOUT THE VIRUS AND COMMUNICATED HOW THE HOSPITAL WAS WORKING TO REDUCE THE SPREAD IN THE AREA. OUR COMMUNITY RELATIONS DEPARTMENT POSTED SEVERAL ARTICLES ON FACEBOOK AND OTHER SOCIAL MEDIA INFORMING THE PUBLIC OF WAYS TO STAY SAFE AND PREVENT THE SPREAD OF THE COVID VIRUS RANGING FROM TIPS ON WEARING A MASK PROPERLY, SOCIAL DISTANCING GUIDELINES, AVOIDANCE OF LARGE CROWDS, AND INFORMATION ON COVID TESTING. SEVERAL COVID TESTING STATIONS WERE CREATED AT SOMC SO EMPLOYEES AND PATIENTS CAN RECEIVE A COVID TEST ON SITE. SOMC ALSO CREATED A DRIVE-THROUGH TESTING STATION SO PATIENTS WOULD NOT HAVE TO LEAVE THE SAFETY OF THEIR VEHICLES. VARIOUS SOMC NURSE PRACTITIONERS AND PHYSICIANS DONATED THEIR TIME AND VOLUNTEERED TO SERVE IN ADVISORY CAPACITATES ON BOTH THE CITY AND COUNTY LOCAL DEPARTMENT OF HEALTH BOARDS. SOMC'S SOCIAL MEDIA PLATFORM WAS ALSO USED TO PROMOTE A COMMUNITY RESOURCE CALLED THE CARE LINE. THE CARE LINE WAS AN EXISTING SERVICE THAT PATIENTS COULD USE TO SCHEDULE APPOINTMENTS, BUT IT WAS ADAPTED TO PROVIDE THE COMMUNITY WITH ONE EASY NUMBER (356-CARE) THEY COULD CALL IF THEY HAD QUESTIONS ABOUT COVID-19. SOMC'S PROVIDERS AND ADVANCED PRACTITIONERS SHARED THE IMPORTANCE OF STAYING SAFE DURING THE PANDEMIC WITH THE COMMUNITY. SOME PROVIDERS FILMED VIDEOS ON THEIR MOBILE DEVICES ON WHY MASKING IS ESSENTIAL AND THE IMPORTANCE OF HANDWASHING AND SOCIAL DISTANCING. MANY OF OUR PROVIDERS SHARED PERSONAL STORIES WHY THEY WEAR A MASK TO EMPHASIZE THAT THEY WEREN'T ASKING THE COMMUNITY TO DO SOMETHING THEY WEREN'T WILLING TO DO THEMSELVES. OTHER PROVIDERS RECORDED VIDEOS EXPLAINING HOW PATIENTS COULD UTILIZE VIRTUAL VISITS IF THEY WERE WORRIED TO VENTURE OUT TO THE HOSPITAL DURING THIS TIME. VIRTUAL VISITS WERE PROMOTED AS PART OF A LARGER CAMPAIGN TO LET THE PATIENTS OF SOMC KNOW THAT EVEN IF THEY COULDN'T BE HERE WITH US, WE WERE STILL GOING TO BE THERE FOR THEM. MANY OF THE LOCAL NURSING HOMES, ASSISTED LIVING CENTERS, HOME CARE AGENCIES, HEALTH CLINICS, AND SUBSTANCE ABUSE CLINICS IN THE LOCAL AREA SUFFERED OUTBREAKS OF THE COVID VIRUS WITHIN THEIR FACILITIES. THIS CREATED STAFFING SHORTAGES AND MULTIPLE RESIDENT DEATHS. SOMC RESPONDED TO THIS SITUATION IN MANY WAYS. WHEN THE PANDEMIC FIRST BEGAN, OUR SOCIAL WORK DEPARTMENT HELD A MEETING WITH FACILITY LEADERS TO DISCUSS THE PANDEMIC AND EDUCATE VARIOUS FACILITY LEADERS ABOUT THE VIRUS. SOCIAL WORKERS ARRANGED FOR EDUCATION ON INFECTION CONTROL PROCEDURES, PPE, AND DETAILS OF THE COVID VIRUS ITSELF FROM OUR LOCAL HEALTH DEPARTMENT, OUR INFECTIOUS DISEASE PHYSICIAN, DR. DAVID BYERS, PULMONOLOGISTS, AND THE LOCAL EMERGENCY MANAGEMENT ASSOCIATION (EMA). THESE EDUCATIONAL SESSIONS INCLUDED NOT ONLY NURSING HOMES BUT ALSO LOCAL MINISTERS, FAMILY PROVIDERS IN OUR COMMUNITY, FUNERAL DIRECTORS, AND VARIOUS COMMUNITY LEADERS. SOCIAL WORKERS ARRANGED ZOOM FOLLOW-UP MEETINGS WITH MULTIPLE QUESTION AND ANSWER SESSIONS FEATURING DR. BYERS. SOCIAL WORK SERVICES VISITED NURSING HOMES AND ASSISTED STAFF WITH INSTRUCTION ON PROPER WEARING OF PPE AND DISCUSSED RESPIRATOR FIT TESTING. SOMC ASSISTED THE LOCAL EMA WITH DISTRIBUTING PPE TO THESE FACILITIES AND HELPED THEM TO LOCATE PPE FROM VARIOUS SUPPLIERS. SOMC ALSO DONATED FACE SHIELDS (MADE BY SOMC STAFF) TO AREA FACILITIES. SOMC PLACED NURSE PRACTITIONERS IN THESE FACILITIES TO ROUND ON PATIENTS AND HELP THE STAFF TREAT THESE PATIENTS, AT NO COST TO THE NURSING HOMES. ONE OF THE LOCAL NURSING HOME ADMINISTRATORS WHO HAD 48 RESIDENTS POSITIVE FOR COVID REPORTED TO US SAYING, "WE COULD NOT HAVE MADE IT WITHOUT SOMC. I PROMISE YOU MORE OF OUR RESIDENTS WOULD HAVE DIED IF YOU HAD NOT BEEN HERE."

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses288,201,225

(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
(A) Name and title
(18) GARY DUZAN........................................................................ TREASURER	1.00 .......................1.10	X	X	0	0	0
(19) GEORGE LAWSON........................................................................ SECRETARY	1.00 .......................1.10	X	X	0	0	0
(20) BECKY THEIL........................................................................ DIRECTOR	1.00 .......................1.00	X		0	0	0
(21) DAVID FOWLER........................................................................ DIRECTOR	1.00 .......................1.10	X		0	0	0
(22) MATTHEW MILLER........................................................................ DIRECTOR	1.00 .......................1.00	X		0	0	0
(23) STEVEN A CONLEY........................................................................ DIRECTOR	1.00 .......................1.00	X		0	0	0
(24) THOMAS REISER........................................................................ DIRECTOR	1.00 .......................1.00	X		0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	8,061,677	690,517	836,808

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	21,553
e	Government grants (contributions)		1e	17,201,203

f	All other contributions, gifts, grants, and similar amounts not included above		1f	20,087

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		17,242,843

		Business Code
2a	PATIENT SERVICES	622110	370,874,947	370,874,947
b	PHARMACY INCOME	446110	8,010,369	8,010,369
c	LIFE CENTER	622110	867,741	867,741
d	LAB SERVICES	621500	423,827	423,827
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		380,176,884

3 Investment income (including dividends, interest, and othersimilar amounts) ......			919,002			919,002
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		11,866	6a
b	Less: rental expenses		12,056	6b
c	Rental income or (loss)		-190	6c
d	Net rental income or (loss).......			-190		-2,366	2,176
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	77,165	65,360,484	7a
b	Less: cost or other basis and sales expenses	140,945	63,356,622	7b
c	Gain or (loss)	-63,780	2,003,862	7c
d	Net gain or (loss).........			1,940,082			1,940,082
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	RETAIL PHARMACY REVENUE		446110	20,351,480	18,737,157	1,614,323
b	CAFETERIA SALES		722514	1,953,508			1,953,508
c	GIFT SHOP REVENUE		453220	100,963			100,963
d	All other revenue ....			395,576	251,814	53,079	90,683
e	Total. Add lines 11a–11d ......			22,801,527
12	Total revenue. See instructions.....			423,080,148	399,165,855	1,665,036	5,006,414

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	201,932	201,932
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	7,927,051		7,927,051
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	125,194,300	99,616,736	25,339,089	238,475
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	7,322,802	5,786,217	1,522,733	13,852
9	Other employee benefits .......	43,191,059	32,606,948	10,506,052	78,059
10	Payroll taxes ...........	9,240,143	6,944,372	2,279,147	16,624
11	Fees for services (non-employees):
a	Management ......	4,782,273	4,782,273
b	Legal .........	420,391	4,654	415,737
c	Accounting ...........	448,701		448,701
d	Lobbying ...........	7,744		7,744
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	18,068,474	15,575,215	2,493,259
12	Advertising and promotion ....	2,502,088	34,325	2,467,763
13	Office expenses .......	22,770,593	18,482,006	4,288,587
14	Information technology ......	4,541,771	1,428,947	3,112,824
15	Royalties ..
16	Occupancy ...........	24,525,922	20,205,441	4,320,481
17	Travel ............	411,351	241,817	169,534
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,197,208	852,601	344,607
20	Interest ...........	4,722,408		4,722,408
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	15,008,961	6,485,204	8,523,757
23	Insurance ...	1,429,689		1,429,689
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	PHARMACY SUPPLIES/DRUGS	35,370,339	35,370,060	279
b	MEDICAL SUPPLIES	21,053,287	21,017,491	35,796
c	BAD DEBT EXPENSE	18,564,986	18,564,986
d	OHIO FRANCHISE TAX	5,218,686		5,218,686
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	374,122,159	288,201,225	85,573,924	347,010
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			424,093	1	582,253
2	Savings and temporary cash investments .........			24,036,855	2	85,361,211
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			45,486,632	4	40,687,304
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			7,104,532	8	8,343,185
9	Prepaid expenses and deferred charges ......			3,484,084	9	3,108,543
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	413,829,881
b	Less: accumulated depreciation	10b	262,131,677	131,041,070	10c	151,698,204
11	Investments—publicly traded securities .			303,233,897	11	292,953,433
12	Investments—other securities. See Part IV, line 11 .....			4,786,328	12	4,115,849
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			16,274,775	15	14,573,049
16	Total assets. Add lines 1 through 15 (must equal line 33)...			535,872,266	16	601,423,031

17	Accounts payable and accrued expenses .....	33,550,429	17	88,010,569
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	136,254,017	20	131,472,662
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	31,152,716	25	30,942,190
26	Total liabilities. Add lines 17 through 25..	200,957,162	26	250,425,421

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	334,915,104	27	349,040,543
28	Net assets with donor restrictions ...........	0	28	1,957,067
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	334,915,104	32	350,997,610
33	Total liabilities and net assets/fund balances ........	535,872,266	33	601,423,031