2026-08-17T16:33:48-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 930223960 ASANTE ASAN 5417895590 2650 SISKIYOU BLVD MEDFORD OR 97504 HEATHER ROWENHORST CFO 5417895098 2026-08-14 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-14 2024 2025-03-06 01:10:19Z TOM GESSEL 2650 SISKIYOU BLVD MEDFORD OR 97504 1659704267 0 X WWW.ASANTE.ORG X 1938 OR PROVIDE QUALITY HEALTHCARE SERVICES WITH COMPASSION TO THE COMMUNITIES WE SERVE. 14 10 6570 288 1851078 0 29505822 8701183 1309761269 1411224394 38753640 45534356 -72062 2986325 1377948669 1468446258 102809 75000 0 0 651858624 686342161 0 0 0 577180553 646220697 1229141986 1332637858 148806683 135808400 2154496624 2410825193 710079393 745325549 1444417231 1665499644 X ASANTE EXISTS TO PROVIDE QUALITY HEALTHCARE SERVICES IN A COMPASSIONATE MANNER, VALUED BY THE COMMUNITIES WE SERVE. 0 0 741737353 75000 1003357122 ASANTE'S MEDFORD FACILITY IS ROGUE REGIONAL MEDICAL CENTER (RRMC), A 378 LICENSED BED HOSPITAL LOCATED IN MEDFORD, OREGON. KEY HOSPITAL INPATIENT SERVICES INCLUDE CANCER SERVICES, CARDIOVASCULAR SURGERY, AND INPATIENT CARDIAC CATHERIZATION LABORATORY, GENERAL MEDICINE, GENERAL SURGERY, GYNECOLOGY, NEONATOLOGY, NEUROSCIENCES, OBSTETRICS, ORTHOPEDICS, PEDIATRICS, AND UROLOGY SERVICES. OTHER INPATIENT SERVICES INCLUDE BEHAVIORAL HEALTH, REHABILITATION, AND CRITICAL CARE SERVICES, INCLUDING OBSTETRIC EMERGENCY CARE AND THE REGION'S ONLY LEVEL 3 NEONATAL INTENSIVE CARE UNIT. KEY OUTPATIENT SERVICES INCLUDE EMERGENCY SERVICES, AMBULATORY SURGERY, OUTPATIENT LABORATORY TESTING AND DIAGNOSIS, OUTPATIENT CARDIAC CATHERIZATION LAB, IMAGING, SLEEP SERVICES, HOSPICE, AND CANCER SERVICES. (CONTINUED IN SCHEDULE O)DURING FISCAL YEAR 2025, ROGUE REGIONAL DISCHARGED 18,466 INPATIENTS. THE EMERGENCY ROOM TREATED 51,538 PATIENTS. SURGICAL SERVICES PERFORMED 10,028 INPATIENT AND OUTPATIENT SURGERIES AND 1,650 BABIES WERE DELIVERED. RRMC PERFORMED 3,196 OUTPATIENT CATH LAB VISITS AND 30,604 OUTPATIENT INFUSION. 191878218 0 334200062 ASANTE'S GRANTS PASS FACILITY IS THREE RIVERS MEDICAL CENTER (TRMC), A 125 LICENSED BED LEVEL II TRAUMA CENTER LOCATED IN GRANTS PASS, OREGON. SOME OF THE KEY INPATIENT SERVICES AVAILABLE AT THREE RIVERS INCLUDE GENERAL MEDICINE, GENERAL SURGERY, COLORECTAL, GYNECOLOGY, OBSTETRICS AND ORTHOPEDICS. SOME OF THE KEY OUTPATIENT SERVICES INCLUDE EMERGENCY SERVICES, IMMEDIATE CARE, AMBULATORY SURGERY, OUTPATIENT LAB TESTING, CARDIOPULMONARY SERVICES, OUTPATIENT CARDIAC CATHERIZATION LAB, AND IMAGING. DURING FISCAL YEAR 2025, THREE RIVERS DISCHARGED 6,885 INPATIENTS. THE EMERGENCY ROOM SAW 47,383 PATIENTS. THERE WERE 5,319 INPATIENT AND OUTPATIENT SURGERIES AND 702 BABIES WERE DELIVERED. TRMC PERFORMED 148 OUTPATIENT CATH LAB VISITS AND 18,671 OUTPATIENT INFUSION. 44400507 0 73331966 ASANTE'S ASHLAND FACILITY IS ASHLAND COMMUNITY HOSPITAL (ACH), A 49 LICENSED BED HOSPITAL LOCATED IN ASHLAND, OREGON. KEY INPATIENT SERVICES AVAILABLE AT ASHLAND INCLUDE GENERAL MEDICINE, GENERAL SURGERY, ORTHOPEDICS, UROLOGY AND GYNECOLOGY. SOME THE KEY OUTPATIENT SERVICES INCLUDE EMERGENCY SERVICES, AMBULATORY SURGERY, OUTPATIENT LAB TESTING, IMAGINGAND RESPIRATORY TESTING. DURING FISCAL YEAR 2025, ASHLAND DISCHARGED 1,144 INPATIENTS. THEY HAD 13,923 VISITS TO THE EMERGENCY DEPARTMENT. 978016078 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 553 0 1 6570 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 14 10 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 0 OR X X HEATHER ROWENHORST 5417895098 2650 SISKIYOU BLVD MEDFORD OR 97504 PETER ANGSTADT BOARD MEMBER 2.00 0.00 X X 0 0 0 SUSAN BINETTE BOARD MEMBER 2.00 1.00 X 0 0 0 MIROSLAV BOBEK MD BOARD MEMBER & PHYSICIAN 2.00 0.00 X 0 0 0 CAROL CHRISTLIEB BOARD MEMBER 2.00 0.00 X 0 0 0 NICOLE COWLEY DO BOARD MEMBER & PHYSICIAN 2.00 40.00 X 0 414478 41656 STEPHEN GAMBEE BOARD MEMBER 2.00 0.00 X 0 0 0 BRIAN GROSS MD BOARD MEMBER & PHYSICIAN 2.00 0.00 X 0 0 0 SUE HAGAR MD FORMER BOARD MEMBER & PHYSICIAN 2.00 40.00 X 0 393457 53170 KATE LASKY FORMER BOARD MEMBER 2.00 0.00 X X 0 0 0 JOAN MCBEE BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTINA MEDINA FORMER BOARD MEMBER 2.00 0.00 X 0 0 0 JOE PASTRANO MD BOARD MEMBER & PHYSICIAN 2.00 0.00 X 0 0 0 STEVE ROE BOARD MEMBER 2.00 1.00 X X 0 0 0 CASEY SHILLAM RN BOARD MEMBER 2.00 0.00 X 0 0 0 TOM WALKER BOARD MEMBER 2.00 0.00 X X 0 0 0 PATRICIA WINTEMUTE BOARD MEMBER 2.00 0.00 X X 0 0 0 TOM GESSEL CEO 40.00 1.00 X X 1522287 0 64434 WIN HOWARD FORMER SENIOR VP 40.00 0.00 X 1196635 0 66344 KEVIN KELLEHER MD MEDICAL DIRECTOR & PHYSICIAN 40.00 0.00 X 594381 0 41206 SCOTT KELLY FORMER CEO 40.00 0.00 X 1045305 0 3804 DAVID KINYON CHIEF INFORMATION OFFICER 40.00 0.00 X 581869 0 70914 ERIC LOELIGER MD CHIEF CLINICAL OFFICER 40.00 1.00 X 694290 0 48481 BRANDON MENCINI CEO - RRMC & ACH 40.00 0.00 X 461480 0 0 HEATHER ROWENHORST CHIEF FINANCIAL OFFICER 40.00 2.00 X 649525 0 63206 KRISTEN ROY CHIEF LEGAL OFFICER 40.00 0.00 X 552376 0 17392 PATRICK SHARP CEO - TRMC 40.00 1.00 X 614592 0 0 ANGIE SIMONSON SENIOR VP OPERATIONS 40.00 1.00 X 581644 0 33934 8494384 807935 504541 1817 1 1 0 FOCUSONE SOLUTIONS LLC 13609 CALIFORNIA STREET SUITE 420 OMAHA NE 68154 NURSING SERVICES 26696698 SOUTHERN OREGON CARDIOLOGY LLC 520 MEDICAL CENTER DR 200 MEDFORD OR 97504 CARDIAC SERVICES 26510263 ANESTHESIA ASSOCIATES OF MEDFORD 842 E MAIN STREET MEDFORD OR 97504 PHYSICIAN SERVICES 21016891 ANDERSEN CONSTRUCTION CO OF OR 6712 N CUTTER CIR PORTLAND OR 97217 CONSTRUCTION SERVICES 20075150 HEMATOLOGY ONCOLOGY ASSOCIATES 3011 E BARNETT ROAD MEDFORD OR 97504 PHYSICIAN SERVICES 16416303 145 8539946 161237 8701183 HOSPITAL SERVICES 621110 1294876755 1294541511 335244 OTHER OPERATING INCOME 900099 111395806 111395806 NUTRITION SERVICES 621990 4878353 4878353 JOINT VENTURE INCOME 621990 73480 73480 1411224394 31242700 31242700 1397603 0 1397603 1397603 1397603 190056000 1330453 177094797 0 12961203 1330453 14291656 14291656 15679046 14163212 1515834 1515834 MISCELLANEOUS INCOME 900099 72888 72888 72888 1468446258 1410889150 1851078 47004847 75000 75000 3382521 3382521 2589796 2589796 506457592 381637006 124820586 30750552 30750552 113550757 97753494 15797263 29610943 27538667 2072276 7414105 7414105 346816 346816 1639808 1639808 60206786 35073476 25133310 452968 500 452468 3496166 1106436 2389730 64402678 5689091 58713587 15293008 1561082 13731926 789119 510248 278871 477146 392058 85088 16234427 486053 15748374 58741426 351576 58389850 14024187 4513363 9510824 MEDICAL SUPPLIES 285147487 284309287 838200 PROVIDER TAXES 70849237 70849237 BAD DEBT EXPENSE 14688208 14688208 REPAIRS & MAINTENANCE 13450016 12173740 1276276 18567109 6917196 11649913 1332637858 978016078 354621780 0 55772102 208690242 231355764 202506147 27495298 22587128 15106810 19013798 18162891 21399091 1434324011 705009705 741537142 729314306 696679620 782000345 24021457 63996948 6916415 6161744 12195 12195 337436930 355143249 2154496624 2410825193 43817313 37097452 10200000 508263928 496023298 25586990 31967221 132411162 170037578 710079393 745325549 X 1432851276 1614160713 11565955 51338931 1444417231 1665499644 2154496624 2410825193 X 135808400 45601987 34424541 5247485 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 66790 0 0 1 37500 104290 0 PART II-B, LINE 1: ASANTE MAINTAINS MEMBERSHIPS IN THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE HOSPITAL ASSOCIATION OF OREGON (HAO). DURING THE FISCAL YEAR, ASANTE PAID MEMBERSHIP DUES TO THE AHA AND HAO OF $97,651 AND $316,352 RESPECTIVELY. 36% OF AHA DUES AND 10% OF HAO DUES WENT FOR LOBBYING PURPOSES DURING CALENDAR YEAR 2025. THUS, ASANTE MADE INDIRECT LOBBYING EXPENDITURES OF $66,790 THROUGH ITS MEMBERSHIP DUES. ALSO, ASANTE PAID JOHN WATT AND ASSOCIATES (JWA) $37,500 FOR SPECIFIC ISSUES LOBBYING DURING THE TAX YEAR. JWA IS AN ADVOCATE FOR ASANTE AND SPECIALIZES IN GOVERNMENT RELATIONS STRATEGY. 7728146 1400000 417958 348136 9197968 7672879 25000 383115 352848 7728146 7635097 26000 306846 295064 7672879 7562672 25000 370297 322872 7635097 7035242 286934 402584 162088 7562672 0.06660 0.90750 0.02590 0 1 1 28926760 28926760 484834652 281814219 203020433 371407849 36763489 334644360 483587889 382788864 100799025 65566861 3643133 61923728 729314306 INTERCOMPANY RECEIVABLE 322149148 ASSETS RESTRICTED AS TO USE 30 OTHER ASSETS 32994071 355143249 SELF-INSURANCE RESERVE 54347346 REIMBURSEMENTS DUE TO GOVT AGENCIES & THIRD PARTIES 17383630 PAYROLL / BENEFITS PAYABLE 49402299 OTHER LIABILITIES 48904303 170037578 X PART V, LINE 4: THE ASANTE FOUNDATION, A 501(C)(3) ORGANIZATION, IS DIRECTLY RELATED TO AND CONTROLLED BY ASANTE. IT IS IDENTIFIED ON SCHEDULE R, PART II AS A RELATED TAX-EXEMPT ORGANIZATION. THE ASANTE FOUNDATION MAINTAINS THE ASSETS OF 18 DIFFERENT ENDOWMENTS WITH A NET WORTH OF JUST UNDER $9 MILLION. THE CORPUS OF THE ENDOWMENTS IS TO REMAIN INTACT AND INVESTED IN MARKETABLE SECURITIES AND OTHER FINANCIAL INSTRUMENTS. AT THE END OF EACH FISCAL YEAR, ANY INVESTMENT INCOME GENERATED FROM THE ENDOWMENTS IS MADE AVAILABLE TO FUND PROGRAMS AND PROJECTS IN LINE EACH ENDOWMENT'S DESIGNATION. THE INCOME RECEIVED IS USED TO SUBSIDIZE NUMEROUS PROGRAMS, INCLUDING THEEND OF LIFE CARE, PROVIDER EDUCATION, CHILDREN'S HEALTH, ONCOLOGY PROGRAMS, AND SUPPORT OF THE FAMILY HOUSES. PART X, LINE 2: ASANTE HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR UNRELATED BUSINESS INCOME. MANAGEMENT BELIEVES ASANTE IS OPERATED IN A MANNER THAT QUALIFIES IT FOR TAX-EXEMPT STATUS. INCOME TAXES ARE PROVIDED FOR THE TAX EFFECTS OF TRANSACTIONS UNRELATED TO ASANTE'S TAX-EXEMPT PURPOSE REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ASANTE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ASANTE HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY ASANTE AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR AN ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASANTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO SUCH AUDITS ARE CURRENTLY IN PROCESS. 1 1 X 1 X 300.000000000000 1 X 1 1 0 1 1 23793990 5306958 18487032 0.01400 298127907 238726893 59401014 0.04510 75300875 64941307 10359568 0.00790 397222772 308975158 88247614 0.06700 11191047 679181 10511866 0.00800 4055538 63909 3991629 0.00300 237866406 199116705 38749701 0.02940 99900 0 99900 0.00010 384965 15600 369365 0.00030 253597856 199875395 53722461 0.04080 650820628 508850553 141970075 0.10780 1 14688209 1850714 273150421 363416391 -90265970 X 1 1 1 CVI MANAGEMENT CO LLC MANAGEMENT SERVICES 0.25000 0.00000 0.75000 2 CVI REAL PROPERTY PROPERTY MANAGEMENT 0.25000 0.00000 0.75000 3 SURGERY CENTER OF SOUTHERN OREGON OUTPATIENT SURGERIES 0.20000 0.00000 0.80000 3 1 ROGUE REGIONAL MEDICAL CENTER 2825 E BARNETT ROAD MEDFORD OR 97504 WWW.ASANTE.ORG 14-0451 X X X 2 THREE RIVERS MEDICAL CENTER 500 SW RAMSEY AVENUE GRANTS PASS OR 97527 WWW.ASANTE.ORG 14-1439 X X X 3 ASHLAND COMMUNITY HOSPITAL 280 MAPLE STREET ASHLAND OR 97520 WWW.ASANTE.ORG 14-1445 X X X ROGUE REGIONAL MEDICAL CENTER 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ X SEE LINE 7D X X 1 22 1 WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 1 X 300.000000000000 400.000000000000 X X X 1 1 X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X X 1 X 0 X X X X 1 X 0 0 THREE RIVERS MEDICAL CENTER 2 0 0 1 X X X X X X X X X 22 1 1 1 1 X WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ X SEE LINE 7D X X 1 22 1 WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 1 X 300.000000000000 400.000000000000 X X X 1 1 X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X X 1 X 0 X X X X 1 X 0 0 ASHLAND COMMUNITY HOSPITAL 3 0 0 1 X X X X X X X X X 22 1 1 1 1 X WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ X SEE LINE 7D X X 1 22 1 WWW.ASANTE.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 1 X 300.000000000000 400.000000000000 X X X 1 1 X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X X 1 X 0 X X X X 1 X 0 0 ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5: AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT'S REQUIREMENT TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS, ROGUE REGIONAL MEDICAL CENTER, ASHLAND COMMUNITY HOSPITAL AND THREE RIVERS MEDICAL CENTER PARTNERED WITH PROVIDENCE MEDFORD MEDICAL CENTER TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN TAX YEAR 2022. THE HOSPITALS CONDUCTED A COMMUNITY HEALTH SURVEY THAT RECEIVED 1,261 ENGLISH RESPONSES AND 62 SPANISH RESPONSES FROM WITHIN ASANTE'S PRIMARY SERVICE AREA OF JACKSON AND JOSEPHINE COUNTIES, AS WELL AS A KEY INFORMANT SURVEY THAT RECEIVED 19 RESPONSES ACROSS THE TWO COUNTIES. AS PART OF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, ASANTE AND PROVIDENCE ALSO CONTRACTED WITH THE REDE GROUP TO CONDUCT KEY INFORMANT STAKEHOLDER INTERVIEWS AND COMMUNITY LISTENING SESSIONS, ENGAGING A TOTAL OF 12 KEY INFORMANTS AND 68 COMMUNITY MEMBERS IN PROVIDING FEEDBACK ON COMMUNITY STRENGTHS, CHALLENGES AND PRIORITY HEALTH CONCERNS. THE HOSPITALS WORKED CLOSELY WITH COMMUNITY-BASED ORGANIZATIONS TO ENSURE REPRESENTATION OF PEOPLE WITH A VARIETY OF IDENTITIES AND EXPERIENCES INCLUDING OLDER ADULTS, YOUNG PEOPLE, PEOPLE WHO IDENTIFY AS LGBTQIA+, HISPANIC/LATINX PEOPLE, PEOPLE OF COLOR, PEOPLE EXPERIENCING HOMELESSNESS, AND PEOPLE EXPERIENCING MENTAL ILLNESS AND SUBSTANCE USE CONCERNS. COMMUNITY ORGANIZATIONS WERE EXTENDED OPPORTUNITIES TO ENGAGE IN SEVERAL LEVELS OF PARTICIPATION, INCLUDING COORDINATION OF FOCUS GROUPS, KEY INFORMANT INTERVIEWS AND SURVEYS AND COMMUNITY HEALTH SURVEY ADMINISTRATION VIA PAPER OR ELECTRONIC INSTRUMENT. DUE TO CONTINUING RAMIFICATIONS OF THE COVID PANDEMIC, INCLUDING STAFFING ISSUES AND INCREASED SERVICE DEMANDS, NOT ALL ORGANIZATIONS APPROACHED FOR PARTICIPATION THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT WERE ABLE TO ALLOCATE STAFF TO PARTICIPATE. COMMUNITY ORGANIZATIONS WHO OFFERED DIRECT INPUT TO THE CHNA PROCESS WERE: ADDICTIONS RECOVERY CENTER, ASHLAND POLICE DEPARTMENT, CITY OF MEDFORD, GRANTS PASS POLICE DEPARTMENT, HEARTS WITH A MISSION, JACKSON COUNTY MENTAL HEALTH, JACKSON COUNTY PUBLIC HEALTH, LA CLINICA, MASLOW PROJECT, MEDFORD SCHOOL DISTRICT, NATIONAL ALLIANCE ON MENTAL HEALTH SOUTHERN OREGON, PATHWAY ENTERPRISES, ROGUE RETREAT, ROGUE RIVER SCHOOL DISTRICT, ROGUE VALLEY COUNCIL OF GOVERNMENTS (SENIOR AND DISABILITY SERVICES), ROGUE VALLEY TRANSPORTATION DISTRICT, ROGUE VALLEY FAMILY YMCA, SOUTHERN OREGON SUCCESS, UNITED COMMUNITY ACTION NETWORK AND UNITED WAY OF JACKSON COUNTY. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 5: AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT'S REQUIREMENT TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS, THREE RIVERS MEDICAL CENTER, ROGUE REGIONAL MEDICAL CENTER AND ASHLAND COMMUNITY HOSPITAL PARTNERED WITH PROVIDENCE MEDFORD MEDICAL CENTER TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN TAX YEAR 2022. THE HOSPITALS CONDUCTED A COMMUNITY HEALTH SURVEY THAT RECEIVED 1,261 ENGLISH RESPONSES AND 62 SPANISH RESPONSES FROM WITHIN ASANTE'S PRIMARY SERVICE AREA OF JACKSON AND JOSEPHINE COUNTIES, AS WELL AS A KEY INFORMANT SURVEY THAT RECEIVED 19 RESPONSES ACROSS THE TWO COUNTIES. AS PART OF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, ASANTE AND PROVIDENCE ALSO CONTRACTED WITH THE REDE GROUP TO CONDUCT KEY INFORMANT STAKEHOLDER INTERVIEWS AND COMMUNITY LISTENING SESSIONS, ENGAGING A TOTAL OF 12 KEY INFORMANTS AND 68 COMMUNITY MEMBERS IN PROVIDING FEEDBACK ON COMMUNITY STRENGTHS, CHALLENGES AND PRIORITY HEALTH CONCERNS. THE HOSPITALS WORKED CLOSELY WITH COMMUNITY-BASED ORGANIZATIONS TO ENSURE REPRESENTATION OF PEOPLE WITH A VARIETY OF IDENTITIES AND EXPERIENCES INCLUDING OLDER ADULTS, YOUNG PEOPLE, PEOPLE WHO IDENTIFY AS LGBTQIA+, HISPANIC/LATINX PEOPLE, PEOPLE OF COLOR, PEOPLE EXPERIENCING HOMELESSNESS, AND PEOPLE EXPERIENCING MENTAL ILLNESS AND SUBSTANCE USE CONCERNS. COMMUNITY ORGANIZATIONS WERE EXTENDED OPPORTUNITIES TO ENGAGE IN SEVERAL LEVELS OF PARTICIPATION, INCLUDING COORDINATION OF FOCUS GROUPS, KEY INFORMANT INTERVIEWS AND SURVEYS AND COMMUNITY HEALTH SURVEY ADMINISTRATION VIA PAPER OR ELECTRONIC INSTRUMENT. DUE TO CONTINUING RAMIFICATIONS OF THE COVID PANDEMIC, INCLUDING STAFFING ISSUES AND INCREASED SERVICE DEMANDS, NOT ALL ORGANIZATIONS APPROACHED FOR PARTICIPATION THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT WERE ABLE TO ALLOCATE STAFF TO PARTICIPATE. COMMUNITY ORGANIZATIONS WHO OFFERED DIRECT INPUT TO THE CHNA PROCESS WERE: ADDICTIONS RECOVERY CENTER, ASHLAND POLICE DEPARTMENT, GRANTS PASS POLICE DEPARTMENT, JACKSON COUNTY PUBLIC HEALTH, LA CLINICA, MASLOW PROJECT, OPTIONS OF SOUTHERN OREGON, ROGUE RETREAT, ROGUE VALLEY COUNCIL OF GOVERNMENTS (SENIOR AND DISABILITY SERVICES), ROGUE VALLEY TRANSPORTATION DISTRICT, UNITED COMMUNITY ACTION NETWORK AND UNITED WAY OF JACKSON COUNTY. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 5: AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT'S REQUIREMENT TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS, ASHLAND COMMUNITY HOSPITAL, ROGUE REGIONAL MEDICAL CENTER AND THREE RIVERS MEDICAL CENTER PARTNERED WITH PROVIDENCE MEDFORD MEDICAL CENTER TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN TAX YEAR 2022. THE HOSPITALS CONDUCTED A COMMUNITY HEALTH SURVEY THAT RECEIVED 1,261 ENGLISH RESPONSES AND 62 SPANISH RESPONSES FROM WITHIN ASANTE'S PRIMARY SERVICE AREA OF JACKSON AND JOSEPHINE COUNTIES, AS WELL AS A KEY INFORMANT SURVEY THAT RECEIVED 19 RESPONSES ACROSS THE TWO COUNTIES. AS PART OF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, ASANTE AND PROVIDENCE ALSO CONTRACTED WITH THE REDE GROUP TO CONDUCT KEY INFORMANT STAKEHOLDER INTERVIEWS AND COMMUNITY LISTENING SESSIONS, ENGAGING A TOTAL OF 12 KEY INFORMANTS AND 68 COMMUNITY MEMBERS IN PROVIDING FEEDBACK ON COMMUNITY STRENGTHS, CHALLENGES AND PRIORITY HEALTH CONCERNS. THE HOSPITALS WORKED CLOSELY WITH COMMUNITY-BASED ORGANIZATIONS TO ENSURE REPRESENTATION OF PEOPLE WITH A VARIETY OF IDENTITIES AND EXPERIENCES INCLUDING OLDER ADULTS, YOUNG PEOPLE, PEOPLE WHO IDENTIFY AS LGBTQIA+, HISPANIC/LATINX PEOPLE, PEOPLE OF COLOR, PEOPLE EXPERIENCING HOMELESSNESS, AND PEOPLE EXPERIENCING MENTAL ILLNESS AND SUBSTANCE USE CONCERNS. COMMUNITY ORGANIZATIONS WERE EXTENDED OPPORTUNITIES TO ENGAGE IN SEVERAL LEVELS OF PARTICIPATION, INCLUDING COORDINATION OF FOCUS GROUPS, KEY INFORMANT INTERVIEWS AND SURVEYS AND COMMUNITY HEALTH SURVEY ADMINISTRATION VIA PAPER OR ELECTRONIC INSTRUMENT. DUE TO CONTINUING RAMIFICATIONS OF THE COVID PANDEMIC, INCLUDING STAFFING ISSUES AND INCREASED SERVICE DEMANDS, NOT ALL ORGANIZATIONS APPROACHED FOR PARTICIPATION THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT WERE ABLE TO ALLOCATE STAFF TO PARTICIPATE. COMMUNITY ORGANIZATIONS WHO OFFERED DIRECT INPUT TO THE CHNA PROCESS WERE: ADDICTIONS RECOVERY CENTER, ASHLAND POLICE DEPARTMENT, CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY, CITY OF ASHLAND, GRANTS PASS POLICE DEPARTMENT, JACKSON COUNTY PUBLIC HEALTH, LA CLINICA, MASLOW PROJECT, ROGUE RETREAT, ROGUE VALLEY COUNCIL OF GOVERNMENTS (SENIOR AND DISABILITY SERVICES), ROGUE VALLEY TRANSPORTATION DISTRICT, UNITED COMMUNITY ACTION NETWORK AND UNITED WAY OF JACKSON COUNTY. ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 6A: ASHLAND COMMUNITY HOSPITAL IN ASHLAND, OREGON, THREE RIVERS MEDICAL CENTER IN GRANTS PASS, OREGON AND PROVIDENCE MEDFORD MEDICAL CENTER IN MEDFORD, OREGON. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 6A: ASHLAND COMMUNITY HOSPITAL IN ASHLAND, OREGON, ROGUE REGIONAL MEDICAL CENTER IN MEDFORD, OREGON AND PROVIDENCE MEDFORD MEDICAL CENTER IN MEDFORD, OREGON. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 6A: ROGUE REGIONAL MEDICAL CENTER IN MEDFORD, OREGON, THREE RIVERS MEDICAL CENTER IN GRANTS PASS, OREGON AND PROVIDENCE MEDFORD MEDICAL CENTER IN MEDFORD, OREGON. ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS WHICH ARE NOT HOSPITAL FACILITIES: THE REDE GROUP IN PORTLAND, OREGON. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS WHICH ARE NOT HOSPITAL FACILITIES: THE REDE GROUP IN PORTLAND, OREGON. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS WHICH ARE NOT HOSPITAL FACILITIES: THE REDE GROUP IN PORTLAND, OREGON. ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT IS AVAILABLE ONLINE ON ASANTE'S WEBSITE (SEE LINE 7A) AND AT HTTPS://WWW.ALLIN4HEALTH.ORG/RESOURCELIBRARY/INDEX/COLLECTION?ID=313755396756263310. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT IS AVAILABLE ONLINE ON ASANTE'S WEBSITE (SEE LINE 7A) AND AT HTTPS://WWW.ALLIN4HEALTH.ORG/RESOURCELIBRARY/INDEX/COLLECTION?ID=313755396756263310. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT IS AVAILABLE ONLINE ON ASANTE'S WEBSITE (SEE LINE 7A) AND AT HTTPS://WWW.ALLIN4HEALTH.ORG/RESOURCELIBRARY/INDEX/COLLECTION?ID=313755396756263310. ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 11: ROGUE REGIONAL INVESTED APPROXIMATELY $7.5 MILLION IN NET COMMUNITY HEALTH IMPROVEMENT SERVICES DURING FY25, INCLUDING SUBSTANTIAL INVESTMENTS IN ACCESS TO CARE, CHRONIC CONDITION SUPPORT AND CARE COORDINATION. KEY INVESTMENTS INCLUDED NEARLY $2.4 MILLION IN SOCIAL WORKERS, NURSE NAVIGATORS, CHAPLAINCY AND CHILD LIFE SERVICES; $2.1 MILLION FOR CAREGIVING, TRANSPORTATION, EQUIPMENT AND OTHER PATIENT SUPPORTS; AND MORE THAN $685,000 IN PATIENT FINANCIAL SERVICES AND INSURANCE NAVIGATION. BEHAVIORAL HEALTH AND SUBSTANCE USE SUPPORT REMAINED A SIGNIFICANT FOCUS, INCLUDING BEHAVIORAL HEALTH NAVIGATION SERVICES AND HOSPITAL-BASED OPIOID TREATMENT SUPPORT.OVER THE YEARS, ROGUE REGIONAL HAS IDENTIFIED SPECIFIC HEALTH CONDITIONS, SUCH AS HEART DISEASE, CANCER, STROKE OR DIABETES AS IDENTIFIED HEALTH NEEDS FOR OUR REGION. THE 2022 CHNA REITERATED THESE CONCERNS WITH THE IDENTIFICATION OF TOP CAUSES OF ADULT MORTALITY IN JACKSON AND JOSEPHINE COUNTIES, WHICH INCLUDED CANCER, HEART DISEASE, CHRONIC LOWER RESPIRATORY DISEASE, ALZHEIMER'S AND CEREBROVASCULAR DISEASE. AS SUCH, ASANTE ROGUE REGIONAL ELECTED TO WIDEN THE SCOPE DEFINED IN PREVIOUS CHNA PROCESSES AND ADDRESS THESE AND OTHER ON-GOING HEALTH CONCERNS THROUGH THE SINGLE AGGREGATED HEALTH NEED: CHRONIC CONDITIONS. DURING FY25, PATIENT FINANCIAL SERVICES AND CERTIFIED APPLICATION COUNSELORS SUPPORTED 4,919 COMMUNITY ENCOUNTERS INVOLVING INSURANCE APPLICATION ASSISTANCE AND NAVIGATION SERVICES.ASANTE'S INVESTMENT IN THE NEEDS IS NOT RESTRICTED TO OUR OWN PATIENTS. ONLINE COMMUNITY HEALTH EDUCATION ALLOWS ASANTE PHYSICIANS TO PROVIDE MEANINGFUL, RELEVANT HEALTH EDUCATION FOR COMMUNITY MEMBERS SEEKING INFORMATION AND SUPPORT. ANOTHER WAY ROGUE REGIONAL SUPPORTS THE LARGER COMMUNITY IS THROUGH THE BEREAVEMENT PROGRAM OPERATED BY ASANTE HOSPICE. HERE, COMMUNITY MEMBERS WHO'VE LOST A LOVED ONE RECEIVE GRIEF AND BEREAVEMENT SUPPORT, REGARDLESS OF THEIR AFFILIATION TO ASANTE AT NO CHARGE. DURING FY25, ASANTE HOSPICE BEREAVEMENT COORDINATORS SUPPORTED 814 COMMUNITY MEMBERS THROUGH THE GRIEVING PROCESS. DURING FY25, 2,115 INDIVIDUALS PARTICIPATED IN HEALTH PROFESSIONS EDUCATION PROGRAMS AT ROGUE REGIONAL, INCLUDING MEDICAL STUDENTS, NURSING STUDENTS, ALLIED HEALTH STUDENTS AND CONTINUING PROFESSIONAL EDUCATION PARTICIPANTS. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 11: DURING FY25, THREE RIVERS REPORTED MORE THAN $2.0 MILLION IN NET COMMUNITY HEALTH IMPROVEMENT SERVICES, $292,802 IN HEALTH PROFESSIONS EDUCATION, $48,631 IN RESEARCH ACTIVITY, $359,842 IN COMMUNITY BUILDING ACTIVITIES AND $163,511 IN COMMUNITY BENEFIT OPERATIONS. COLLECTIVELY, THESE INVESTMENTS WERE DIRECTED TOWARD IMPROVING ACCESS TO CARE, SUPPORTING CHRONIC DISEASE MANAGEMENT AND ADVANCING MENTAL HEALTH SERVICES AND SUPPORTS WITHIN THE COMMUNITY.A KEY ASPECT OF ENSURING ACCESS TO HEALTH CARE IS ENSURING ACCESS TO HEALTH INSURANCE COVERAGE. THREE RIVERS INVESTED $272,303 IN PATIENT FINANCIAL SERVICES AND MORE THAN $131,000 IN SOCIAL DETERMINANTS OF HEALTH SCREENING AND NAVIGATION ACTIVITIES. OVER 1,400 COMMUNITY MEMBERS RECEIVED ASSISTANCE THROUGH PATIENT FINANCIAL SERVICES AND INSURANCE NAVIGATION EFFORTS DURING FY25. IN ADDITION, NURSE NAVIGATOR, SOCIAL WORK, CANCER SUPPORT AND RELATED PATIENT ASSISTANCE PROGRAMS ACCOUNTED FOR MORE THAN $1.1 MILLION IN COMMUNITY HEALTH IMPROVEMENT INVESTMENTS, HELPING PATIENTS OVERCOME BARRIERS TO CARE AND NAVIGATE COMPLEX MEDICAL CONDITIONS.THREE RIVERS INVESTED $292,802 IN NET HEALTH PROFESSIONS EDUCATION EXPENSES ASSOCIATED WITH SUPERVISED CLINICAL EXPERIENCES AND REQUIRED TRAINING FOR PHYSICIANS, NURSES AND ALLIED HEALTH PROFESSIONALS. DURING FY25, 266 STUDENTS AND HEALTH PROFESSIONALS PARTICIPATED IN EDUCATIONAL EXPERIENCES AT ASANTE THREE RIVERS, SUPPORTING THE LONG-TERM DEVELOPMENT OF THE REGIONAL HEALTH CARE WORKFORCE AND HELPING ADDRESS PROVIDER SHORTAGES IDENTIFIED IN THE CHNA.THROUGH GRANTS PASS FAMILY HOUSE, THREE RIVERS PROVIDED 549 LODGING ENCOUNTERS FOR PATIENTS AND FAMILIES SEEKING CARE, REPRESENTING A NET COMMUNITY BENEFIT INVESTMENT OF MORE THAN $66,000. THE HOSPITAL ALSO CONTINUED TO SUPPORT TRANSITIONAL HOUSING AND DISCHARGE-RELATED ASSISTANCE, INCLUDING TRANSPORTATION SERVICES, CAREGIVING SUPPORTS, GUARDIANSHIP ASSISTANCE, MEDICAL EQUIPMENT AND OTHER RESOURCES THAT HELP VULNERABLE PATIENTS SAFELY RECOVER OUTSIDE THE ACUTE-CARE SETTING.DURING FY25, THREE RIVERS INVESTED $48,631 IN NET COMMUNITY BENEFIT RESEARCH ACTIVITIES, INCLUDING CONTINUED WORK ASSOCIATED WITH HOSPITAL-BASED OPIOID TREATMENT AND OTHER INITIATIVES INTENDED TO IMPROVE CARE DELIVERY AND HEALTH OUTCOMES. THESE EFFORTS SUPPORT EVIDENCE-BASED APPROACHES TO ADDRESSING SUBSTANCE USE DISORDER, REDUCING RECIDIVISM AND IMPROVING CONTINUITY OF CARE FOLLOWING HOSPITALIZATION. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 11: ASHLAND INVESTED MORE THAN $262,000 IN NET COMMUNITY HEALTH IMPROVEMENT SERVICES DURING FY25. KEY INVESTMENTS INCLUDED PATIENT FINANCIAL SERVICES SUPPORTING 868 COMMUNITY ENCOUNTERS, SOCIAL DETERMINANTS OF HEALTH SCREENING ACTIVITIES, TRANSPORTATION ASSISTANCE, TRANSITIONAL HOUSING SUPPORT, SOCIAL WORK SERVICES AND COMMUNITY HEALTH EDUCATION. WITH AN FY25 INVESTMENT OF APPROXIMATELY $637,712 SUPPORTING 60 HEALTH CARE PROFESSIONALS IN TRAINING, ONE OF ASHLAND'S MOST SIGNIFICANT COMMUNITY BENEFIT INVESTMENTS WAS THE PROVISION OF SUPERVISED CLINICAL LICENSURE EXPERIENCES REQUIRED OF DOCTORS, ADVANCED PROVIDERS, NURSES, TECHNICIANS AND MEDICAL SUPPORT PERSONNEL ENTERING HEALTH CARE PROFESSIONS. ROGUE REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 16J: IN ADDITION TO THE MEASURES TAKEN BY ASANTE ROGUE REGIONAL MEDICAL CENTER TO WIDELY PUBLICIZE THE FINANCIAL ASSISTANCE POLICY ("FAP") DESCRIBED IN PART V, SECTION B, LINE 16A-I, THE HOSPITAL FACILITY CONSPICUOUSLY POSTS THE ENTIRE FAP ON POSTERS IN THE PATIENT REGISTRATION DEPARTMENT. ADDITIONALLY, THE HOSPITAL FACILITY REFERS ELIGIBLE PATIENTS TO FINANCIAL ADVOCATES AND PATIENT FINANCIAL SOLUTIONS SPECIALISTS TO HELP EXPLAIN THE POLICY AND PAYMENT OPTIONS, INCLUDING SETTING UP INTEREST-FREE PAYMENT PLANS AND OTHER PAYMENT SOLUTIONS. THE PATIENT FINANCIAL SERVICES DEPARTMENT CAN ALSO BE REACHED BY TELEPHONE AND DEPARTMENTAL STAFF CAN ANSWER QUESTIONS REGARDING THE FINANCIAL ASSISTANCE APPLICATION AND INSTRUCT PATIENTS OR THEIR FAMILY MEMBERS ON WHERE TO FIND AND HOW TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE ONLINE IN BOTH ENGLISH AND SPANISH AT HTTPS://WWW.ASANTE.ORG/PATIENTS-VISITORS/BILL-PAY/FINANCIAL-ASSISTANCE/. THREE RIVERS MEDICAL CENTER PART V, SECTION B, LINE 16J: IN ADDITION TO THE MEASURES TAKEN BY ASANTE THREE RIVERS MEDICAL CENTER TO WIDELY PUBLICIZE THE FINANCIAL ASSISSTANCE POLICY ("FAP") DESCRIBED IN PART V, SECTION B, LINE 16A-I, THE HOSPITAL FACILITY CONSPICUOUSLY POSTS THE ENTIRE FAP ON POSTERS IN THE PATIENT REGISTRATION DEPARTMENT. ADDITIONALLY, THE HOSPITAL FACILITY REFERS ELIGIBLE PATIENTS TO FINANCIAL ADVOCATES AND PATIENT FINANCIAL SOLUTIONS SPECIALISTS TO HELP EXPLAIN THE POLICY AND PAYMENT OPTIONS, INCLUDING SETTING UP INTEREST-FREE PAYMENT PLANS AND OTHER PAYMENT SOLUTIONS. THE PATIENT FINANCIAL SERVICES DEPARTMENT CAN ALSO BE REACHED BY TELEPHONE AND DEPARTMENTAL STAFF CAN ANSWER QUESTIONS REGARDING THE FINANCIAL ASSISTANCE APPLICATION AND INSTRUCT PATIENTS OR THEIR FAMILY MEMBERS ON WHERE TO FIND AND HOW TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE ONLINE IN BOTH ENGLISH AND SPANISH AT HTTPS://WWW.ASANTE.ORG/PATIENTS-VISITORS/BILL-PAY/FINANCIAL-ASSISTANCE/. ASHLAND COMMUNITY HOSPITAL PART V, SECTION B, LINE 16J: IN ADDITION TO THE MEASURES TAKEN BY ASANTE ASHLAND COMMUNITY HOSPITAL TO WIDELY PUBLICIZE THE FINANCIAL ASSISSTANCE POLICY ("FAP") DESCRIBED IN PART V, SECTION B, LINE 16A-I, THE HOSPITAL FACILITY CONSPICUOUSLY POSTS THE ENTIRE FAP ON POSTERS IN THE PATIENT REGISTRATION DEPARTMENT. ADDITIONALLY, THE HOSPITAL FACILITY REFERS ELIGIBLE PATIENTS TO FINANCIAL ADVOCATES AND PATIENT FINANCIAL SOLUTIONS SPECIALISTS TO HELP EXPLAIN THE POLICY AND PAYMENT OPTIONS, INCLUDING SETTING UP INTEREST-FREE PAYMENT PLANS AND OTHER PAYMENT SOLUTIONS. THE PATIENT FINANCIAL SERVICES DEPARTMENT CAN ALSO BE REACHED BY TELEPHONE AND DEPARTMENTAL STAFF CAN ANSWER QUESTIONS REGARDING THE FINANCIAL ASSISTANCE APPLICATION AND INSTRUCT PATIENTS OR THEIR FAMILY MEMBERS ON WHERE TO FIND AND HOW TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE ONLINE IN BOTH ENGLISH AND SPANISH AT HTTPS://WWW.ASANTE.ORG/PATIENTS-VISITORS/BILL-PAY/FINANCIAL-ASSISTANCE/. 1 1 - ROGUE VALLEY RX 2900 E BARNETT ROAD MEDFORD OR 97504 OUTPATIENT PHARMACY PART I, LINE 3C: UNINSURED AND UNDERINSURED PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE FROM ASANTE. JULY 1, 2024, OREGON STATE LAW REGARDING PRESUMPTIVE ELIGIBILITY WENT INTO EFFECT. IN ACCORDANCE WITH STATE LAW, ASANTE PRESCREENS ALL PATIENTS WITH ESTIMATED OUT-OF-POCKET EXPENSES GREATER THAN OR EQUAL TO $500 AND ALL UNINSURED PATIENTS, INCLUDING SELF-PAY, FOR PRESUMPTIVE ELIGIBILITY FOR FINANCIAL ASSISTANCE, AS WELL AS OTHER PATIENTS PERMITTED BY OR REQUIRED UNDER STATE LAW. PATIENTS ARE DETERMINED TO BE PRESUMPTIVELY ELIGIBLE FOR FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY SERVICES IF THEIR HOUSEHOLD INCOME IS EQUAL TO OR LESS THAN 400% OF THE FEDERAL POVERTY LEVEL (FPL) BASED ON THE PATIENT'S HOUSEHOLD SIZE. WHEN DETERMINING PRESUMPTIVE ELIGIBILITY, ASANTE DOES NOT TAKE INTO ACCOUNT HOUSEHOLD ASSETS OR ANY ASSESSMENT, EVALUATION, OR SCORE THAT PREDICTS THE PATIENT'S PROPENSITY OR ABILITY TO PAY, SUCH THEIR CREDIT SCORE. PATIENTS WHO ARE NOT FOUND ELIGIBLE THROUGH THE PRESUMPTIVE ELIGIBILITY PROCESS AFTER REVIEWING HOUSEHOLD INCOME AND FAMILY SIZE, MAY STILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH ASANTE'S STANDARD FINANCIAL ASSISTANCE APPLICATION PROCESS . A PATIENT MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE FINANCIAL ASSISTANCE APPLICATION PROCESS IF, (A) THE PATIENT COMPLETES ASANTE'S FINANCIAL ASSISTANCE PROGRAM APPLICATION AND PROVIDES ALL REQUIRED DOCUMENTATION, B) THE PATIENT'S HOUSEHOLD INCOME, ADJUSTED FOR FAMILY SIZE, IS NOT MORE THAN 400% OF THE FPL, SO LONG AS NO OTHER THIRD PARTY MAY BE LIABLE FOR THE COST OF SERVICES AND/OR SUPPLIES , AND (B) SERVICES PROVIDED ARE MEDICALLY NECESSARY INCLUDING BUT NOT LIMITED TO TREATMENT FOR EMERGENCY MEDICAL CONDITIONS. EXCEPTIONS CAN BE MADE FOR CERTAIN NON-MEDICALLY NECESSARY SERVICES TO TREAT LIFE THREATENING ILLNESSES SUCH AS CANCER DIAGNOSES OR OTHER HIGH ACUITY SERVICES. THESE DETERMINATIONS ARE MADE BY ASANTE ON A CASE-BY-CASE BASIS. ASANTE DOES NOT REQUIRE PATIENTS TO SUBMIT INFORMATION REGARDING ASSETS; HOWEVER, IF THEY CHOOSE TO DO SO, ASANTE MAY TAKE THESE INTO CONSIDERATION IN GRANTING FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THE FOLLOWING SCENARIOS WHERE FINANCIAL ASSISTANCE IS NOT AVAILABLE:(A) SERVICES CONSIDERED NON-COVERED OR NOT MEDICALLY NECESSARY BY THE OREGON DEPARTMENT OF MEDICAL ASSISTANCE PROGRAMS (DMAP) PRIORITIZED LIST OF HEALTH SERVICES;(B) PATIENTS WHO HAVE INSURANCE BUT CHOOSE NOT TO UTILIZE THEIR COVERAGE;(C) ELECTIVE SURGERY OR PROCEDURES;(D) PATIENT COSTS THAT ARE COVERED BY OTHER AGENCIES (E.G. COMMUNITY/ FUNDED SUPPORT);(E) IF THE PATIENT FAILS TO RESPOND TO REQUESTS FROM HIS OR HER PRIMARY INSURER AS NECESSARY FOR THE INSURER TO ADJUDICATE A CLAIM FOR REIMBURSEMENT OF THE COST OF SERVICES; AND (F) IF THE PATIENT REFUSES OR FAILS TO PROVIDE INFORMATION CONCERNING ANY POTENTIAL THIRD- PARTY LIABILITY FOR THE COST OF SERVICES INCLUDING BUT NOT LIMITED TO: (A) INFORMATION ABOUT THE COORDINATION OF BENEFITS BETWEEN INSURERS THAT COVER THE PATIENT'S CARE; (B) ACCIDENT REPORTS; AND (C) THE PATIENT'S WORKERS' COMPENSATION CLAIMS OR BENEFITS. PART I, LINE 7: COST TO CHARGE RATIO IS USED TO CALCULATE COMMUNITY BENEFIT EXPENSES. PART I, LINE 7G: SUBSIDIZED SERVICES INCLUDE BEHAVIORAL HEALTH, CARDIAC PACING CLINIC, RENAL DIALYSIS, GYNECOLOGIC ONCOLOGY, PEDIATRIC INFUSION, PRE-OP, OUTPATIENT REHAB, SLEEP LAB, SWING BEDS AND WOUND CLINIC. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 14,688,209. PART III, LINE 2: COST-TO-CHARGE RATIO PART III, LINE 3: ASANTE ESTIMATES THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT FAILED TO COMPLETE AN APPLICATION, USING THE POVERTY RATE IN OUR SERVICE AREA AS PUBLISHED BY THE U.S. CENSUS BUREAU. IN 2025, U.S. CENSUS BUREAU DATA REPORTED 12.6% OF OUR COMMUNITY WAS AT OR BELOW THE FEDERAL POVERTY LEVEL, SO THAT PERCENTAGE OF BAD DEBT IS ASSUMED TO BE PART OF MISSED CHARITY CARE. PART III, LINE 4: BAD DEBT EXPENSE IS REPORTED BASED ON GROSS PATIENT CHARGES THAT HAVE BEEN WRITTEN OFF DUE TO NON-PAYMENT. PART III, LINE 8: CERTAIN GOVERNMENT SPONSORED HEALTH INSURANCE COMPANIES, SUCH MEDICAID AND STATE CHILDREN'S HEALTH INSURANCE PROGRAM, PAY A SIGNIFICANTLY REDUCED AMOUNT FOR MEDICAL SERVICES RENDERED TO THEIR INSUREES. OREGON LAW IN ORS 442.601(2)(B) CONSIDERS THE DIFFERENCE BETWEEN THE EXPENSES AND REIMBURSEMENT WITH RESPECT TO MEDICAID, STATE CHILDREN'S HEALTH INSURANCE PROGRAM, AND OTHER PUBLICLY FUNDED HEALTH CARE PROGRAMS (OTHER THAN MEDICARE) PATIENTS TO BE COMMUNITY BENEFIT. CALCULATION: TOTAL MEDICARE PAYMENTS PER COST REPORT LESS TOTAL MEDICARE COSTS PER COST REPORT = UNRECOVERED MEDICARE COST PER COST REPORT. PART III, LINE 9B: IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR 100% FINANCIAL ASSISTANCE (EITHER THROUGH PRESUMPTIVE SCREENING OR THROUGH THE APPLICATION PROCESS), THEN REQUEST OF PAYMENT IS CEASED AT THE TIME OF DETERMINATION. IF A PATIENT IS ELIGIBLE FOR 65% FINANCIAL ASSISTANCE, THEN REQUEST OF ALL AMOUNTS NOT COVERED BY THE FINANCIAL ASSISTANCE AWARD IS REQUESTED. WE DO NOT REFER OUT TO A THIRD-PARTY COLLECTION AGENCY. PART VI, LINE 2: ASANTE'S FOUR PRIMARY SOURCES OF INPUT INCLUDE THE ENVIRONMENTAL ASSESSMENT, THE COMMUNITY HEALTH NEEDS ASSESSMENT, FORMAL CONVERSATIONS WITH OUR COLLABORATORS, AND IDENTIFIED STRATEGIC PLAN GAPS FROM THE PREVIOUS YEAR. PART VI, LINE 3: THE FINANCIAL ADVOCATES AND PATIENT FINANCIAL SOLUTIONS SPECIALISTS WORK WITH THE PATIENT EITHER AT THE TIME OF SCHEDULING, ARRIVAL AT THE HOSPITAL, OR DURING THE BILLING PROCESS. IF THE PATIENT DISCLOSES THEY WILL HAVE DIFFICULTY PAYING, WE ASSIST THEM APPLYING FOR THE OREGON HEALTH PLAN, FINANCIAL ASSISTANCE, OR A PAYMENT PLAN. IF THE PATIENT HAS NOT ALREADY QUALIFIED FOR ASSISTANCE THROUGH THE PRESUMPTIVE ELIGIBILITY PROCESS AND DISCLOSES THEY WILL HAVE DIFFICULTY PAYING, WE ASSIST THEM APPLYING FOR THE OREGON HEALTH PLAN, FINANCIAL ASSISTANCE OR A PAYMENT PLANASANTE'S FINANCIAL ASSISTANCE POLICY, IN ENGLISH AND SPANISH, IS PHYSICALLY POSTED IN NUMEROUS PLACES THROUGHOUT THE ORGANIZATION, AND IS AVAILABLE AT HTTPS://WWW.ASANTE.ORG/PATIENTS-VISITORS/BILL-PAY/FINANCIAL-ASSISTANCE/. THE WEBSITE ALSO INCLUDES A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY AND VARIOUS PROGRAMS. PART VI, LINE 4: ASANTE SERVES A PRIMARY SERVICE AREA OF OREGON'S JACKSON AND JOSEPHINE COUNTIES, AS WELL AS A SECONDARY SERVICE AREA OF CURRY, DOUGLAS, KLAMATHAND LAKE COUNTIES IN SOUTHERN OREGON AND DEL NORTE, SISKIYOU AND MODOC COUNTIES IN NORTHERN CALIFORNIA. MEDFORD IS THE LARGEST POPULATION CENTER, WITH THE MAJORITY OF BOTH SERVICE AREAS CONSIDERED RURAL COMMUNITIES AND DESIGNATED EITHER AS A MEDICALLY UNDERSERVED AREA (JOSEPHINE, CURRY, LAKE, DEL NORTE, MODOC, SISKIYOU) OR A MEDICALLY UNDERSERVED POPULATION (JACKSON, KLAMATH, DOUGLAS). BOTH JACKSON AND JOSEPHINE COUNTY, AS WELL AS OREGON COUNTIES IN THE SECONDARY SERVICE AREA, ARE DESIGNATED AS HEALTH PROFESSIONAL SHORTAGE AREAS IN PRIMARY AND MENTAL HEALTH CARE, CITING FACTORS SUCH AS LOW-INCOME AND MIGRANT FARMWORKER (JACKSON COUNTY). GEOGRAPHIC LIMITATIONS AND HIGH NEED ARE HIGHLIGHTED FOR MENTAL HEALTH CARE IN THE SECONDARY SERVICE AREAS SURROUNDING JACKSON AND JOSEPHINE COUNTY.ASANTE OPERATES THREE HOSPITALS LOCATED IN THE PRIMARY SERVICE AREA: ROGUE REGIONAL MEDICAL CENTER AND ASHLAND COMMUNITY HOSPITAL IN JACKSON COUNTY AND THREE RIVERS MEDICAL CENTER IN JOSEPHINE COUNTY. THERE IS ONE OTHER UNAFFILIATED HOSPITAL LOCATED IN JACKSON COUNTY AND SERVING THE PRIMARY SERVICE AREA. THE SECONDARY SERVICE AREA HAS 5 SMALLER UNAFFILIATED REGIONAL HOSPITALS: ONE CRITICAL ACCESS HOSPITAL AND A COASTAL LEVEL IV TRAUMA CENTER IN CURRY COUNTY, A LEVEL III TRAUMA CENTER IN KLAMATH COUNTY, A LEVEL III TRAUMA CENTER LOCATED IN DOUGLAS COUNTY AND ONE CRITICAL ACCESS HOSPITAL IN SISKIYOU. ROGUE REGIONAL OFFERS THE ONLY LEVEL II TRAUMA CENTER IN THE PRIMARY AND SECONDARY SERVICE AREA. THE PRIMARY SERVICE AREA HAS A POPULATION OF APPROXIMATELY 309,607 PEOPLE ACROSS BOTH COUNTIES. AT THE TIME OF THE MOST RECENTLY COMPLETED CHNA THE JACKSON COUNTY COMPRISED OF APPROXIMATELY 78% WHITE, WITH ROUGHLY 12% IDENTIFIED AS BI- OR MULTI-RACIAL, 2% ASIAN, 1% BLACK/AFRICIAN AMERICAN, 1% AMERCIAN INDIAN/ALASKA NATIVE AND REMAINING AS OTHER. JOSEPHINE COUNTY COMPRISED OF APPROXIMATELY 84% WHITE, WITH ROUGHLY 10% IDENTIFIED AS BI- OR MULTI-RACIAL, 1% ASIAN, 1% BLACK/AFRICIAN AMERICAN, 1% AMERCIAN INDIAN/ALASKA NATIVE AND REMAINING AS OTHER. IN JACKSON COUNTY 15% WERE IDENTIFIED TO HAVE HISPANIC ETHNICITY AND 9% IN JOSEPHINE COUNTY. BOTH JACKSON AND JOSEPHINE COUNTIES HAD A DISTRIBUTION OF 51% FEMALE, 49% MALE AT THE TIME OF THE SURVEY. THE COUNTIES SHARE A SIMILAR DISTRIBUTION OF AGES, WITH JACKSON COUNTY SKEWING SLIGHTLY YOUNGER AND JOSEPHINE COUNTY SHOWING MORE CONCENTRATION OF ELDERS.BOTH THE PRIMARY AND SECONDARY SERVICE AREA HAVE A HIGH CONCENTRATION OF RESIDENTS RELYING ON MEDICARE OR MEDICAID INSURANCE. PART VI, LINE 5: ASANTE'S RECENT EXPANSIONS TO ITS MEDICAL FACILITIES EXPANSES TO THE CANCER CENTERS AT BOTH ROGUE REGIONAL MEDICAL CENTER AND THREE RIVERS MEDICAL CENTER, A NEW PATIENT PAVILION AND EMBEDDED WOMEN'S AND CHILDREN'S HOSPITAL AT ROGUE REGIONALHAVE INCREASED THE ABILITY OF COMMUNITY MEMBERS TO SEEK COMPREHENSIVE HEALTH CARE CLOSER TO HOME. RECENT PROGRAMMATIC EXPANSIONS, INCLUDING THE ADDITION OF IMMEDIATE CARE SERVICES AT BOTH ROGUE REGIONAL AND THREE RIVERS HAVE ENHANCED THE CARE AVAILABLE FOR COMMUNITY MEMBERS IN NEED OF THOSE SERVICES.EMBEDDED SOCIAL WORKERS AND CARE NAVIGATION TEAM MEMBERS AID VULNERABLE COMMUNITY IN ADDRESSING INDIVIDUAL HEALTH-RELATED SOCIAL NEEDS AND SOCIAL DETERMINANTS OF HEALTH. ASANTE AIDS EMERGING CERTIFIED AND CREDENTIALED HEALTH CARE PROFESSIONALS IN ATTAINING THE SKILLS AND CLINICAL EXPERIENCE NECESSARY TO ATTAIN THEIR LICENSES. ASANTE HOSPITALS INVEST THOUSANDS OF HOURS IN THE MENTORSHIP, TRAINING AND SUPPORT OF STUDENTS SEEKING CERTIFICATION IN HEALTH CARE PROFESSIONS FROM ENTRY LEVEL MEDICAL TECHNICIAN AND NURSING CERTIFICATIONS THROUGH ADVANCED PRACTITIONER CREDENTIALING AS REQUIRED FOR NPS, DOS AND MDS. THE ASANTE BOARD IS COMPRISED OF PERSONS WHO RESIDE IN ASANTE'S PRIMARY SERVICE AREA; THE MAJORITY OF WHOM ARE NEITHER EMPLOYEES OR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR THEIR FAMILY MEMBERS.EXCEPTIONS HAVE BEEN NOTED UNDER SCHEDULE L, PART IV PER ANNUAL CONFLICT OF INTEREST SELF-DISCLOSURE. ASANTE EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY FOR MANY OF ITS DEPARTMENTS AND SPECIALTIES. SOME DEPARTMENTS ARE CLOSED, MEANING THAT PRIVILEGES ARE RESTRICTED TO EMPLOYED OR CONTRACTED PHYSICIANS. ASANTE, SIMILAR TO EVERY OTHER HEALTH CARE PROVIDER, IS IN THE PROCESS OF RECOVERING FINANCIALLY. ASANTE CONTINUES TO MAKE MEANINGFUL INVESTMENTS IN COMMUNITY HEALTH ACROSS MULTIPLE FACETS OF COMMUNITY FURTHER EXPAND ON IMPROVEMENTS IN FACILITIES AND EQUIPMENT, PATIENT CARE, MEDICAL TRAINING, EDUCATION, AND RESEARCH THROUGHOUT ASANTE. PART VI, LINE 6: ASANTE IS A COMMUNITY-OWNED AND -GOVERNED NOT-FOR-PROFIT HEALTH SYSTEM PROVIDING COMPREHENSIVE HEALTHCARE SERVICES TO MORE THAN 600,000 RESIDENTS IN NINE COUNTIES THROUGHOUT SOUTHERN OREGON AND NORTHERN CALIFORNIA. THE SYSTEM WAS FORMED IN 1995 TO INCLUDE ROGUE REGIONAL MEDICAL CENTER (RRMC) IN MEDFORD, AND THREE RIVERS MEDICAL CENTER (TRMC) IN GRANTS PASS. IN 2013, ASHLAND COMMUNITY HOSPITAL (ACH) IN ASHLAND WAS ACQUIRED TO BETTER SERVE JACKSON COUNTY. PART VI, LINE 7, REPORTS FILED WITH STATES OR 1 JACKSON COUNTY SART 2305 ASHLAND STREET ASHLAND OR 97520 810650183 501(C)(3) 55000 0 TRAINING AND PROVISION OF SEXUAL ASSAULT RESPONSE TEAM (SART) NURSES TO PROVIDE FREE EXAMINATIONS, EMOTIONAL SUPPORT AND EVIDENCE COLLECTION IN JACKSON AND JOSEPHINE COUNTIES GRANTS PASS SOBERING CENTER 1010 SW FOUNDRY GRANTS PASS OR 97526 464365248 501(C)(3) 15000 0 MEDICAL STABILIZATION SERVICES, ENCOURAGING PATIENT TRANSITION INTO LONG-TERM HEALTHCARE AND ADDICTION TREATMENT. 2 0 PART I, LINE 2: WHEN ASANTE RECEIVES A REQUEST FOR GRANT FUNDS FROM AN OUTSIDE ORGANIZATION, THE REQUEST IS REVIEWED BY THE SENIOR EXECUTIVE TEAM. THE APPLICANT MUST FILL OUT AN APPLICATION FORM AND PROVIDE SUPPORTING DOCUMENTS OR EVENT MATERIALS. TO BE SELECTED, THE ORGANIZATION MUST MEET THE FOLLOWING CRITERIA: 1) THE GRANT MUST SUPPORT STRATEGIC INITIATIVES, 2) IT MUST HAVE A DIRECT IMPACT ON THE HEALTHCARE OF THE COMMUNITY, 3) THE ORGANIZATION MUST BE A NOT-FOR-PROFIT HEALTH, HUMAN SERVICES, OR EDUCATION RELATED ORGANIZATION, 4) MUST ALIGN WITH OUR MISSION AND, 5) THE GRANT MUST BE A RELATION BUILDING OPPORTUNITY. ONCE AN APPLICANT HAS BEEN APPROVED FOR GRANT FUNDS, THE GRANT AGREEMENT SPECIFIES THAT ALL GRANT MONIES ARE TO BE SPENT FOR ONLY THE PURPOSE SPELLED OUT IN THE APPLICATION. THE SENIOR EXECUTIVE TEAM MUST KNOW WHERE THE DONATED MONEY WILL BE ALLOCATED. X X X X X 1 1 0 0 0 0 0 0 0 NICOLE COWLEY DO BOARD MEMBER & PHYSICIAN 0 378859 0 35619 0 0 0 23000 0 18656 0 456134 0 0 SUE HAGAR MD FORMER BOARD MEMBER & PHYSICIAN 0 350344 0 43113 0 0 0 34010 0 19160 0 446627 0 0 TOM GESSEL CEO 1050000 0 472287 0 0 0 53500 0 10934 0 1586721 0 0 0 WIN HOWARD FORMER SENIOR VP 1196520 0 0 0 115 0 50538 0 15806 0 1262979 0 0 0 KEVIN KELLEHER MD MEDICAL DIRECTOR & PHYSICIAN 557164 0 37217 0 0 0 23000 0 18206 0 635587 0 0 0 SCOTT KELLY FORMER CEO 1045116 0 0 0 189 0 3804 0 0 0 1049109 0 0 0 DAVID KINYON CHIEF INFORMATION OFFICER 447000 0 134830 0 39 0 53500 0 17414 0 652783 0 0 0 ERIC LOELIGER MD CHIEF CLINICAL OFFICER 552061 0 142158 0 71 0 30500 0 17981 0 742771 0 0 0 BRANDON MENCINI CEO - RRMC & ACH 361480 0 100000 0 0 0 0 0 0 0 461480 0 0 0 HEATHER ROWENHORST CHIEF FINANCIAL OFFICER 499000 0 150515 0 10 0 46000 0 17206 0 712731 0 0 0 KRISTEN ROY CHIEF LEGAL OFFICER 424360 0 128001 0 15 0 10400 0 6992 0 569768 0 0 0 PATRICK SHARP CEO - TRMC 467117 0 147475 0 0 0 0 0 0 0 614592 0 0 0 ANGIE SIMONSON SENIOR VP OPERATIONS 432162 0 149482 0 0 0 23000 0 10934 0 615578 0 0 0 PART I, LINES 4A-B IN CALENDAR YEAR 2024, SCOTT KELLY (FORMER CEO) RECEIVED SEVERANCE PAYMENTS OF $456,976 AND WIN HOWARD (FORMER SENIOR VICE PRESIDENT) RECEIVED SEVERANCE PAYMENTS OF $694,066. ASANTE HAS AN EXECUTIVE RESTORATION PLAN. THIS PLAN STATES FIXED PAYMENTS WILL BE RECEIVED AT PRE-DETERMINED INTERVALS FROM ASANTE IF STILL EMPLOYED BY ASANTE IN THEIR CURRENT ROLE AT THE TIME OF VESTING. IF EMPLOYMENT TERMINATES BY ASANTE FOR ANY REASON, PRIOR TO VESTING, THEY WILL NOT HAVE CLAIM TO THE FUNDS. DURING CALENDAR YEAR 2024, THE FOLLOWING AMOUNTS WERE CONTRIBUTED TO THE PLAN: ERIC LOELIGER, MD - $61,817 KRISTEN ROY - $51,333 DAVID KINYON - $72,399 TOM GESSEL - $253,312 HEATHER ROWENHORST - $63,738 BRANDON MENCINI - $39,292 PATRICK SHARP - $59,197 ANGIE SIMONSON - $54,914 WIN HOWARD - $22,100 SCOTT KELLY - $22,500 NICOLE COWLEY, DO - $7,750 SUE HAGAR, MD - $3,510 DURING CALENDAR YEAR 2024, THE FOLLOWING AMOUNTS WERE DISTRIBUTED OUT OF THE PLAN: ERIC LOELIGER, MD - $37,920 KRISTEN ROY - $35,367 DAVID KINYON - $51,720 TOM GESSEL - $44,250 HEATHER ROWENHORST - $41,300 ANGIE SIMONSON - $7,571 WIN HOWARD - $64,200 SCOTT KELLY - $724,523 A THE HOSPITAL FACILITIES AUTHORITY OF THE CITY OF MEDFORD OR 521378932 794458FX2 2020-07-21 524570640 SEE PART VI 0 0 0 A 6605000 524657357 1923423 314603311 208130623 2024 1 0 0 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 1 1 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE HOSPITAL FACILITIES AUTHORITY OF THE CITY OF MEDFORD, OR DATE THE REBATE COMPUTATION WAS PERFORMED: 07/21/2025 PART I, COLUMN F: THE BONDS WERE ISSUED TO PAY COSTS OF IMPROVEMENTS TO THE BORROWER'S HOSPITAL FACILITIES, AND CURRENT REFUND A PORTION OF THE ISSUER'S OUTSTANDING HOSPITAL REVENUE BONDS, SERIES 2010 AND SERIES 2005A (REISSUED) ORIGINALLY ISSUED ON FEBRUARY 17, 2010 AND ALL OF THE ISSUER'S HOSPITAL REVENUE BONDS, SERIES 2002B ORIGINALLY ISSUED ON FEBRUARY 5, 2002. PART II, LINE 3: THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, COLUMN E DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV, LINE 2B: THE REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXPENDITURE EXCEPTION TO REBATE. ADROIT CONSTRUCTION ADROIT CONSTRUCTION IS 50% OWNED BY TOM WALKER, BOARD MEMBER 14573123 CONSTRUCTION 0 ROBERT KONING SON-IN-LAW OF JOAN MCBEE, TRUSTEE 223865 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD, AS WELL AS THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD (I) WHEN EXPRESSLY GRANTED IN THE BYLAWS, (II) WHEN EXPRESSLY GRANTED BY THE BOARD TO THE EXECUTIVE COMMITTEE BY RESOLUTION OF A MAJORITY VOTE BY THE BOARD, (III) WHEN MATTERS RELATE TO ROUTINE ORGANIZATIONAL RULES, REQUIREMENTS AND RESPONSIBILITIES, AND (IV) WHEN MATTERS ARE URGENT OR REQUIRE UTMOST CONFIDENTIALITY. THE EXECUTIVE COMMITTEES HAS THE FOLLOWING ONGOING DUTIES: A. MEDICAL STAFF - THE BOARD DELEGATES TO THE EXECUTIVE COMMITTEE THE AUTHORITY TO MAKE DECISIONS FOR ALL HOSPITALS WITH RESPECT TO MEDICAL STAFF APPOINTMENT, REAPPOINTMENT, AND THE GRANTING, RENEWAL, AND MODIFICATION OF CLINICAL PRIVILEGES IN THE CIRCUMSTANCES SET FORTH BELOW. B. GOVERNANCE/BOARD AFFAIRS - THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERALL GOVERNANCE, PERFORMANCE, AND INDIVIDUAL BOARD MEMBER CONTRIBUTION BY OVERSEEING AND MAKING RECOMMENDATIONS TO THE BOARD WITH RESPECT TO BYLAWS REVIEW AND REVISION; BOARD, OFFICER, AND BOARD COMMITTEE NOMINATIONS; BOARD EDUCATION; NEW BOARD MEMBER ORIENTATION; AND BOARD SELF-EVALUATION. C. ANNUAL PERFORMANCE OF PRESIDENT AND CEO - THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR COORDINATING THE ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT AND CEO. D. EXECUTIVE COMPENSATION - THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD ACTIONS WITH RESPECT TO ASANTE'S EXECUTIVE COMPENSATION PHILOSOPHY AND ADEQUACY OF COMPENSATION PLANS AND PROGRAMS FOR EXECUTIVES, INCLUDING THE PRESIDENT AND CEO. THE PRESIDENT AND CEO IS EXCLUDED FROM ANY EVALULATION OR DECISION RELATED TO CEO COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN OCTOBER 2024 TO (A) REMOVE ALL NONVOTING MEMBERS OF THE BOARD OF DIRECTORS, (B) REMOVE THE ASANTE PHYSICIAN PARTNERS-DESIGNATED BOARD MEMBER FROM THE BOARD OF DIRECTORS, (C) ADD THE CHAIR OF ASANTE FOUNDATION'S BOARD OF DIRECTORS AS A VOTING DIRECTOR, (D) ELIMINATE THE ASSISTANT SECRETARY OFFICER POSITION FROM THE BOARD OF DIRECTORS, AND (E) EXPAND THE POWERS OF THE BOARD'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORMS 990 AND 990-T ARE FEDERALLY MANDATED LEGAL DOCUMENTS THAT ARE HIGHLY REGULATED. BEFORE FINAL SUBMISSION OF THE FORM 990, IT WAS REVIEWED BY THE DIRECTOR OF FINANCE, THE CFO AND ASANTE'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ASANTE ELECTRONICALLY SURVEYS ALL ASANTE MANAGEMENT, KEY EMPLOYEES, AND BOARD MEMBERS A CONFLICT-OF-INTEREST QUESTIONNAIRE TO COMPLY WITH ASANTE'S CONFLICT OF INTEREST POLICY. THE PURPOSE OF THE POLICY IS TO PROTECT ASANTE'S INTERESTS WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF A BOARD MEMBER OR OFFICER OF THE CORPORATION. IN ADDITION, ALL ASANTE EMPLOYEES HAVE AN OBLIGATION TO DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS TO THEIR SUPERVISOR. THE CHIEF COMPLIANCE OFFICER IS RESPONSIBLE FOR ADMINISTERING, MONITORING, AND INVESTIGATING ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES. THE REVIEW COMPARES THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES WITH COMPENSATION DATA FOR JOB INCUMBENTS IN COMPARABLE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. AT LEAST EVERY OTHER YEAR, THE REVIEW IS CONDUCTED AND RECOMMENDATIONS MADE TO THE EXECUTIVE COMPENSATION COMMITTEE BY AN OUTSIDE CONSULTANT, CHOSEN BY THE EXECUTIVE COMPENSATION COMMITTEE. IN YEARS THE OUTSIDE CONSULTANT IS NOT ENGAGED, GENERAL MARKET MOVEMENT IS CONSIDERED AND THE REVIEW IS COMPLETED AND PRESENTED BY THE HUMAN RESOURCES EXECUTIVE. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE ACTUAL ANNUAL CASH COMPENSATION FOR THE CEO AND SALARY RANGES FOR THE OTHER KEY EMPLOYEES. THE COMMITTEE ALSO SETS TOTAL COMPENSATION OPPORTUNITY FOR THE CEO AND EACH OF THE KEY EMPLOYEES, CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY. MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE DELIBERATIONS AND DECISIONS ARE RECORDED AND MAINTAINED. THE MOST RECENT EXECUTIVE COMPENSATION REVIEW BY AN OUTSIDE CONSULTANT WAS COMPLETED IN SEPTEMBER 2025 WITH RECOMMENDATIONS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD IN OCTOBER 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH EMMA AND AS A COMPONENT OF FILED FORMS 990. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT IN ASANTE FOUNDATION 5,247,485. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ASHLAND COMMUNITY HOSPITAL 280 MAPLE STREET MEDFORD OR 97520 815427847 HEALTHCARE SERVICES OR 73357428 21274945 ASANTE THREE RIVERS MEDICAL CENTER LLC 500 SW RAMSEY AVENUE GRANTS PASS OR 97527 571181758 HEALTHCARE SERVICES OR 334298601 291733580 ASANTE ASANTE COMMUNITY SERVICES LLC 2650 SISKIYOU BLVD MEDFORD OR 97504 571181752 HEALTHCARE SERVICES OR 0 0 ASANTE HEALTH ALLIANCE OF SOUTHERN OREGON 2650 SISKIYOU BLVD MEDFORD OR 97504 371768822 MANAGE/IMPROVE POPULATION HEALTH OR -1009831 4841151 ASANTE SOUTHERN OREGON TRAUMA & EMERGENCY SERVICES 2650 SISKIYOU BLVD MEDFORD OR 97504 542085981 HEALTHCARE SERVICES OR 116634 -211105 ASANTE 2859 STATE STREET LLC 2859 STATE STREET SUITE 102 MEDFORD OR 97504 710961836 CONDO ASSOCIATION OR -58681 9409 ASANTE ASANTE FOUNDATION 229 BARTLETT STREET MEDFORD OR 97504 936087366 FUNDRAISING OR 501(C)(3) LINE 12A, I ASANTE 1 ASANTE PHYSICIAN PARTNERS 2650 SISKIYOU BLVD MEDFORD OR 97504 383849354 PHYSICIAN GROUP OR 501(C)(3) LINE 3 ASANTE 1 SOUTHERN OREGON INSURANCE COMPANY 745 FORT STREET SUITE 800 HONOLULU HI 96813 201578637 CAPTIVE INSURANCE HI 501(C)(3) LINE 12B, II ASANTE 1 CVI REAL PROPERTY LLC 520 MEDICAL CENTER DRIVE SUITE 400 MEDFORD OR 97504 470888749 PROPERTY MANAGEMENT OR ASANTE RELATED 188794 1554743 0 1 0.25000 CVISO MANAGEMENT COMPANY LLC 520 MEDICAL CENTER DRIVE SUITE 150 MEDFORD OR 97504 431966882 MANAGEMENT SERVICE OR ASANTE RELATED 462215 818886 1 1 0.75000 GLENMONT MEDICAL OFFICE CONDOMINIUM ASSOCIATION 750 MURPHY ROAD MEDFORD OR 97504 542154588 CONDO ASSOCIATION OR 2859 STATE STREET LLC EXCLUDED -58681 9409 0 1 0.46600 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 ASANTE FOUNDATION C 8539946 CASH ASANTE FOUNDATION O 1027249 CASH ASANTE PHYSICIAN PARTNERS O 57297919 CASH