Uvmc

“Timothy Snider serves as an officer for both Upper Valley Medical Center and another unrelated hospital. However, 100% of his compensation is paid by Upper Valley Medical Center. Mr. Snider spends approximately one-half of his working hours at each Hospital. The compensation reported on Part VII & Schedule J, Part II includes all of his reportable compensation, even though Upper Valley Medical Center is reimbursed by the unrelated hospital for his time spent at that institution. Form 990, Part XI, Line 5, Other Changes: Transfer to Upper Valley Medical Center $(4,835,004) Statement Pertaining to Form 5471: Under the ownership rules of IRC sections 958(A) and (B), the taxpayer is required to file form 5471, Information return of U.S. persons with respect to certain foreign corporations, as a category 5 filer with respect to certain controlled foreign corporations (CFCS). These filing requirements are or will be satisfied through the filing of forms 5471 for these CFCS by other U.S. taxpayers identified below who have the same filing requirement. Samaritan Health Partners 110 N Main St, Suite 500 Dayton, Ohio 45402 EIN: 31-1107411 Statement Pertaining to Form 5471: Under the ownership rules of IRC sections 958(A) and (B), the taxpayer is required to file form 5471, Information return of U.S. persons with respect to certain foreign corporations, as a category 5 filer with respect to certain controlled foreign corporations (CFCS). These filing requirements are or will be satisfied through the filing of forms 5471 for these CFCS by other U.S. taxpayers identified below who have the same filing requirement. Samaritan Health Partners 110 N Main St, Suite 500 Dayton, Ohio 45402 EIN: 31-1107411”

“UVMC is the parent company of the organizations listed below. As such, it coordinateS the management of a tax-exempt hospital and healthcare delivery system in Troy, Ohio and surrounding areas. The community benefits from this coordination by having available a continuum of care, which allows for the introduction of the most appropriate and cost effective care. Service options and alternative organizations, that is, those not related to UVMC, available for delivery of care are also explained to patients allowing them to choose the organization which best meets their individual needs. Controlled entities: Upper Valley Medical Center Exempt Upper Valley Nursing Corp Exempt Upper Valley Professional Corp Exempt UVMC Foundation Exempt UVMC Management Corp Non-Exempt UVPC Specialists, Inc. Exempt After Hours Family Care, Inc. Non-Exempt Atrium Health System, MedAmerica Health Systems Corp (MedAmerica), Catholic Health Initiatives (CHI) and UVMC, all IRC Section 501(C)(3) organizations, have agreed to jointly operate separate healthcare systems pursuant to the terms of a Joint Operating Agreement. This joint operation is performed through Premier Health, an Ohio non-profit corporation. Under the guidance of Premier Health, Atrium Health System operates Atrium Medical Center, MedAmerica operates Miami Valley Hospital, UVMC operates Upper Valley Medical Center and Samaritan Health Partners operates Good Samaritan Hospital. Form 990, Part VI, Section A, Question 3: PREMIER HEALTH (PREMIER) AS THE OPERATOR OF UVMC DEVELOPS AND OVERSEES THE IMPLEMENTATION OF THE STRATEGIC PLAN FOR UVMC, WHICH INCLUDES (BUT IS NOT LIMITED TO) SUCH MATTERS AS LOCATION OF CLINICAL AND ADMINISTRATIVE EXPENSES AND THE CONSOLIDATION OF SUCH SERVICES. UVMC SHALL COMPLY WITH AND IMPLEMENT THIS PLAN AND SHALL NOT TAKE ANY ACTION THAT MATERIALLY DEPARTS FROM THIS PLAN WITHOUT PREMIER'S APPROVAL. UVMC SHALL IMPLEMENT ANY CAPITAL AND OPERATING BUDGET SO APPROVED AND/OR REVISED FOR IT BY PREMIER. UVMC SHALL IMPLEMENT THE BUSINESS PLAN APPROVED BY PREMIER. PREMIER IS THE SOLE AGENT TO NEGOTIATE ALL RELATIONSHIPS WITH PAYORS ON BEHALF OF UVMC WITH ALL THIRD PARTY PAYORS AND ALTERNATIVE DELIVERY SYSTEMS INCLUDING, BUT NOT LIMITED TO INSURERS. UVMC MUST HAVE APPROVAL FROM PREMIER TO BORROW IN ANY FISCAL YEAR, GUARANTEE IN ANY YEAR, OR INCUR ANY LIEN OR OTHER ENCUMBRANCE ON ANY PROPERTY IN AN AMOUNT EQUAL TO OR GREATER THAN $1,000,000. UVMC MUST SEEK PREMIER'S APPROVAL FOR ANY ACQUISITIONS, SALE OR TRANSFER OF ANY MATERIAL ASSET USED IN PREMIER'S ACTIVITIES. Form 990, Part VI, Section A, Line 4: During 2015, the organization authorized the Board Chair to, when necessary, appoint a Joint Conference Committtee for Upper Valley Medical Center Matters which shall consist of at least three non-physician members of the Board, two of whom shall include the Chair of Upper Valley Medical Center and the President and CEO of Upper Valley Medical Center; at least three physicians with active medical staff privileges at Upper Valley Medical Center, two of whom shall include the President and the First Vice President of the Medical Staff; and the Chair of the Upper Valley Medical Center board of directors. The committee will meet on an ad hoc basis to consider any matters involving important relationships between medical staff, board of directors and adminstration of Upper Valley Medical Center or other matters brought before it. Form 990, Part VI, Section B, Line 11B: The 990 tax return and attached schedules are prepared by a staff member in the tax department of Premier Health (Premier), with which UVMC is an affiliate. The return is reviewed by the Tax Manager and the Director of Tax Compliance of Premier. The return is concurrently sent to Ernst & Young U.S. LLP for their review. After all changes from the above groups are made, the return is reviewed by the Vice-President/Controller of Premier and the Chief Financial Officer of this entity. A final version is sent to Ernst & Youn”