Cleveland Clinic Health System Obligated Group - FMSbonds.com
Cleveland Clinic Health System Obligated Group - FMSbonds.com Cleveland Clinic Health System Obligated Group - FMSbonds.com
Voting Members of theBoard of TrusteesJohn R. NottinghamPresent/Past BusinessAffiliation or OccupationCo-PresidentNottingham-SpirkCommencementof Initial TermExpiration ofCurrent Term2004 2013Roseann Park Roseann Realty 2008 2013William J. ReidyHarry T. ReinRobert E. Rich, Jr.*Joseph B. Richey, IICharles A. Rini, Sr.Bill R. Sanford*Joseph M. Scaminace* #John Sherwin, Jr. #Jack C. Shewmaker*John W. SpirkThomas C. Sullivan, Sr.Mousab Tabbaa, M.D. (1)Brian J. TaussigTom WambergRetired PartnerPrice WaterhouseGeneral PartnerFoundation Medical PartnersPresidentRich Products CorporationPresident, Invacare Technologies DivisionInvacare CorporationChairman and Chief Executive OfficerRini Realty CompanyChairmanSYMARK, LLCPresident and Chief Executive OfficerOM Group, Inc.PresidentMid-Continent Ventures, Inc.President - J-Com, Inc.Owner/Operator - Jac’s RanchCo-PresidentNottingham-SpirkChairmanRPM, Inc.PresidentNorthShore Gastroenterology & EndoscopyCenterPresident and Chief Executive OfficerClassic Direct, Inc.Chairman and Chief Executive OfficerClark & Wamberg, LLC2007 20092005 20092002 20122004 20132004 20091998 20101996 20111981 20112002 20122004 20131990 20102007 20091996 20112002 2012Robert Warren, Jr., Esq. Herman, Cohn, Schneider 2007 2009A-8
Voting Members of theBoard of TrusteesMorry Weiss*Woodrow Whitlow, Jr., Ph.D.Loyal W. WilsonHarry Zilli, Jr.Present/Past BusinessAffiliation or OccupationChairmanAmerican Greetings CorporationDirectorNASA Glenn Research CenterManaging DirectorPrimus Capital FundsRetired President and Chief Executive OfficerErie Lackawana, Inc.Commencementof Initial TermExpiration ofCurrent Term1997 20122007 20121997 20122007 2009Brian Bolwell, M.D.Delos M. Cosgrove, M.D.*Professional Staff MembersDepartment Chair, Hematologic Oncologyand Blood Disorders; Vice Chair, ProfessionalStaff AffairsChief Executive Officer and President;Chairman, Board of Governors2007 20092000 2009Richard Lang, M.D., M.P.H. Vice Chairman, Wellness Institute 2007 2009Joseph F. Hahn, M.D.*Neurological Surgery; Chief of Staff;Vice Chairman, Board of Governors2002 2009Conrad Simpfendorfer, M.D. Cardiovascular Medicine 2008 2009Armin Schubert, M.D.Department Chair, General Anesthesiology;Vice Chairman, Anesthesiology Institute2008 2009T. Declan Walsh, M.D.* Interim Chairman, Rehabilitation Institute 2008 2009Robert Wyllie, M.D.Chairman, Pediatric Institute;Department Chair, PediatricGastroenterology2006 2009A-9
- Page 29 and 30: there is no assurance that the Obli
- Page 31 and 32: Medicare Conditions of Participatio
- Page 33 and 34: fiscal year’s budget that are in
- Page 35 and 36: Federal Regulatory and Contractual
- Page 37 and 38: Stark-type statutes have fewer exce
- Page 39 and 40: party or for any services rendered
- Page 41 and 42: typically in a position to refer pa
- Page 43 and 44: OhioOhio Certificate of Need Progra
- Page 45 and 46: performance demonstration programs
- Page 47 and 48: manifest injustice would otherwise
- Page 49 and 50: and properties owned or operated by
- Page 51 and 52: plan of reorganization, with one ex
- Page 53 and 54: percentage may be composed wholly o
- Page 55 and 56: The Internal Revenue Service Form 9
- Page 57 and 58: Charity Care, Underinsured and Unin
- Page 59 and 60: • Proposals to eliminate the tax-
- Page 61 and 62: acting in the capacity of underwrit
- Page 63 and 64: Frederick R. Nance, Regional Managi
- Page 65 and 66: FINANCIAL POSITION — D. BALANCE S
- Page 67 and 68: The CommissionBecause the Series 20
- Page 69 and 70: APPENDIX ACLEVELAND CLINIC HEALTH S
- Page 71 and 72: TABLE OF CONTENTSPageINTRODUCTION .
- Page 73 and 74: This Appendix to the Offering Circu
- Page 75 and 76: A. ORIGINS AND FUNDAMENTAL MISSIONT
- Page 77 and 78: C. GOVERNANCE OF THE CLEVELAND CLIN
- Page 79: Voting Members of theBoard of Trust
- Page 83 and 84: Principal Operating Officers. The d
- Page 85 and 86: In addition to the broad range of o
- Page 87 and 88: The main campus also includes a com
- Page 89 and 90: GovernanceThe Cleveland Clinic is t
- Page 91 and 92: E. UTILIZATIONThe following tables
- Page 93 and 94: Statistical Information. The follow
- Page 95 and 96: I. COLLABORATIVE PROGRAMSIn additio
- Page 97 and 98: Clinic’s charity care policy, see
- Page 99 and 100: statements filed with Digital Assur
- Page 101 and 102: CLEVELAND CLINIC HEALTH SYSTEMConso
- Page 103 and 104: OBLIGATED GROUPConsolidated Stateme
- Page 105 and 106: PART IV.MANAGEMENT’S DISCUSSION A
- Page 107 and 108: increase in minor equipment purchas
- Page 109 and 110: The following table sets forth the
- Page 111 and 112: pension plans’ funded status in t
- Page 113 and 114: of funding to the pension plan offs
- Page 115 and 116: portfolio. Offsetting the decrease
- Page 117 and 118: • Clinic Care, Inc. (“Clinic Ca
- Page 119 and 120: APPENDIX BCERTAIN FINANCIAL STATEME
- Page 121 and 122: A UDITED C ONSOLIDATED F INANCIAL S
- Page 123 and 124: • Ernst & Young LLPSuite 1300925
- Page 125 and 126: Liabilities and net assetsCurrent l
- Page 127 and 128: Changes in Net AssetsNet AssetsTemp
- Page 129 and 130: Cleveland Clinic Health SystemNotes
Voting Members of theBoard of TrusteesMorry Weiss*Woodrow Whitlow, Jr., Ph.D.Loyal W. WilsonHarry Zilli, Jr.Present/Past BusinessAffiliation or OccupationChairmanAmerican Greetings CorporationDirectorNASA Glenn Research CenterManaging DirectorPrimus Capital FundsRetired President and Chief Executive OfficerErie Lackawana, Inc.Commencementof Initial TermExpiration ofCurrent Term1997 20122007 20121997 20122007 2009Brian Bolwell, M.D.Delos M. Cosgrove, M.D.*Professional Staff MembersDepartment Chair, Hematologic Oncologyand Blood Disorders; Vice Chair, ProfessionalStaff AffairsChief Executive Officer and President;Chairman, Board of Governors2007 20092000 2009Richard Lang, M.D., M.P.H. Vice Chairman, Wellness Institute 2007 2009Joseph F. Hahn, M.D.*Neurological Surgery; Chief of Staff;Vice Chairman, Board of Governors2002 2009Conrad Simpfendorfer, M.D. Cardiovascular Medicine 2008 2009Armin Schubert, M.D.Department Chair, General Anesthesiology;Vice Chairman, Anesthesiology Institute2008 2009T. Declan Walsh, M.D.* Interim Chairman, Rehabilitation Institute 2008 2009Robert Wyllie, M.D.Chairman, Pediatric Institute;Department Chair, PediatricGastroenterology2006 2009A-9
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