2024-08-05T16:11:31-05:00 2023-09-30 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2022-10-01 042768252 STURDY MEMORIAL HOSPITAL INC STUR 5082225200 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 AMY PFEFFER CFO 5082368150 2024-08-05 1 0 ERIN COUTURE P01390592 6177237900 2022 2024-08-08 14:25:15Z AIMEE B BREWER 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 536523359 0 X WWW.STURDYHEALTH.ORG X 1913 MA PROVIDING SAFE, HIGH QUALITY, COST EFFICIENT HEALTH CARE, AND A BROAD (CONTINUED ON SCH O).RANGE OF DIAGNOSTICS, INPATIENT, OUTPATIENT AND EMERGENCY SERVICES FOR OUR COMMUNITY. 14 12 1978 605 21978 3569 2890033 5474589 232254712 254134249 29892474 17449714 13610215 13162865 278647434 290221417 14994427 18497368 0 0 138308810 147181826 0 0 0 111479456 120054367 264782693 285733561 13864741 4487856 494641614 544242567 43922659 48413522 450718955 495829045 X THE HOSPITAL'S MISSION IS TO PROVIDE HIGH QUALITY CARE TO THE SICK AND INJURED, ON BOTH AN INPATIENT AND OUTPATIENT BASIS, WITHOUT REGARD TO RACE, CREED, NATIONAL ORIGIN, AGE, GENDER, DISABILITY, OR ABILITY TO PAY. (CONTINUED ON SCHEDULE O).ORGANIZATION'S MISSION (CONTINUED)THE HOSPITAL WORKS TO ENSURE THAT AMPLE, HIGH QUALITY PRIMARY AND SPECIALTY PHYSICIAN SERVICES ARE ACCESSIBLE TO AREA RESIDENTS. ADDITIONALLY, WE TRY TO AVOID COSTLY DUPLICATION OF HEALTH CARE SERVICES BY COORDINATING WITH OTHER AREA HEALTH CARE PROVIDERS TO THE EXTENT PRACTICABLE. THE HOSPITAL PROVIDES LEADERSHIP WHILE WORKING IN COOPERATION WITH PUBLIC AND PRIVATE HEALTH ORGANIZATIONS, AS WELL AS CIVIC AND BUSINESS ORGANIZATIONS, TO MEET THE HEALTH CARE NEEDS OF OUR COMMUNITIES. 0 0 244387343 18497368 254134249 STURDY MEMORIAL HOSPITAL, INC. IS A NOT-FOR-PROFIT ACUTE CARE COMMUNITY HOSPITAL WHICH IS DEDICATED TO PROVIDING A BROAD RANGE OF HEALTH CARE SERVICES TO THE RESIDENTS OF ATTLEBORO, MASSACHUSETTS AND SURROUNDING COMMUNITIES. THE HOSPITAL GENERATES VIRTUALLY ALL OF ITS REVENUES IN PURSUIT OF ITS EXEMPT PURPOSES, WHICH IS TO PROVIDE COMPREHENSIVE DIAGNOSTIC, THERAPEUTIC, AND EDUCATIONAL HEALTH CARE SERVICES TO RESIDENTS OF ITS COMMUNITIES. THE HOSPITAL PROVIDES HIGH QUALITY CARE TO THE SICK AND INJURED, ON BOTH AN INPATIENT AND OUTPATIENT BASIS, WITHOUT REGARD TO RACE, CREED, NATIONAL ORIGIN AGE, GENDER, DISABILITY, OR ABILITY TO PAY. THE HOSPITAL TREATED 11,202 INPATIENTS AND OBSERVATION PATIENTS, INCLUDING BIRTHS, OF WHICH THERE WERE 570. (CONTINUED ON SCHEDULE O).THE HOSPITAL TREATED 51,198 PATIENTS IN THE EMERGENCY ROOM AND PERFORMED SURGERY ON 1,469 INPATIENTS AND 9,246 OUTPATIENTS.THE HOSPITAL PROVIDES MANY OTHER SERVICES OF WHICH THE FOLLOWING IS A PARTIAL LIST: ONCOLOGY 7,982 VISITS; MANSFIELD HEALTH CENTER- 22,665 VISITS; CARDIAC REHABILITATION- 9,466 VISITS; AND WOUND CARE- 4,011 VISITS. IN ADDITION, THE HOSPITAL PROVIDES A VARIETY OF ANCILLARY SERVICES - A PARTIAL LIST INCLUDES: LABORATORY, RADIOLOGY, MAMMOGRAPHY, COMPUTERIZED TOMOGRAPHY, MRI, NUCLEAR MEDICINE, VASCULAR, ULTRASOUND, SLEEP STUDY AND PHYSICAL THERAPY.THE HOSPITAL PROVIDED APPROXIMATELY $11,368,041 IN SERVICES FOR THOSE WHO COULD NOT PAY (FREE CARE) OR WOULD NOT PAY (BAD DEBT) IN FISCAL YEAR 2023. IN ADDITION, THE HOSPITAL PROVIDED APPROXIMATELY $16,100,497 IN UN-REIMBURSED MASSHEALTH (MEDICAID) SERVICES DURING THE YEAR. FURTHER, THE HOSPITAL PROVIDES A NUMBER OF PROGRAMS TO BENEFIT OUR COMMUNITY EITHER AT NO CHARGE OR AT REDUCED RATES. THE HOSPITAL ALSO PROVIDES LEADERSHIP IN THE INTEGRATION OF HEALTH SERVICES FOR THE COMMUNITIES IT SERVES. STURDY MEMORIAL HOSPITAL CONTINUES TO PARTNER WITH COLUMN HEALTH TO BRING SUBSTANCE USE DISORDER TREATMENT TO OUR COMMUNITY. 244387343 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 X 98 0 1 1978 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X AMY PFEFFER 5082368150 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 RONALD VAN NESS-OTUNNU MD PHYSICIAN DIRECTOR 42.00 1.00 X 498342 0 24015 ROSE LARSON CLERK (AS OF 01/2023) 2.00 1.00 X 0 0 0 RICHARD DIGIACOMO DIRECTOR/CLERK (THRU 01/2023) 2.00 1.00 X X 0 0 0 JOHN KORONA CHAIR 2.00 3.00 X X 0 0 0 STEPHEN BURLONE DIRECTOR 2.00 1.00 X 0 0 0 KEVIN CRYAN DIRECTOR 2.00 1.00 X 0 0 0 JAMES DELISIO DIRECTOR 2.00 1.00 X 0 0 0 DWAYNE DEMOND DIRECTOR 2.00 1.00 X 0 0 0 CATHLEEN DESIMONE DIRECTOR (AS OF 03/2023) 2.00 1.00 X 0 0 0 ROGER FORMAN DIRECTOR 2.00 1.00 X 0 0 0 LAURA GIGNAC DIRECTOR 2.00 1.00 X 0 0 0 PAUL HEROUX DIRECTOR (THRU 01/2023) 2.00 1.00 X 0 0 0 DENNIS KELLY DIRECTOR 2.00 1.00 X 0 0 0 DONNA KIMMEL DIRECTOR 2.00 1.00 X 0 0 0 THOMAS NOEL DIRECTOR 2.00 1.00 X 0 0 0 RALPH SCHLENKER DIRECTOR 2.00 3.00 X 0 0 0 AIMEE BREWER PRESIDENT & CEO 37.00 11.00 X 889997 0 66351 WAYNE GIETZ EVP/COO 20.00 25.00 X 373629 0 10065 AMY PFEFFER CFO & TREASURER 35.00 10.00 X 640224 0 24478 ROBIN MORRIS SVP OF CLINICAL OPS & INTEGRITY 45.00 0.00 X 341247 0 9863 DAVID SPOOR SVP OF PATIENT SRVS/CHF. OF NURSING (THRU 4/2023) 45.00 0.00 X 277521 0 9841 CAROLYN ROSS CHIEF HR OFFICER (THRU 06/2022) 32.00 8.00 X 251887 0 10449 JUSTINE ZILLIKEN CHIEF STRATEGY OFFICER 40.00 0.00 X 350312 0 13903 LAURINE THORNTON-POTTER MD PHYSICIAN 40.00 0.00 X 353846 0 25451 BRIAN PATEL MD PHYSICIAN 40.00 0.00 X 589807 0 24029 ZACHARY HARNETT MD PHYSICIAN 40.00 0.00 X 320443 0 25425 MARK MCGUIRE MD PHYSICIAN 40.00 0.00 X 416657 0 25494 BLAIR BISHER FORMER COO 0.00 0.00 X 261410 0 9486 JOSEPH CASEY FORMER PRESIDENT & CEO 0.00 0.00 X 210000 0 0 BRIAN KELLY MD FORMER VP/PHYSICIAN 0.00 0.00 X 218274 0 2167 5993596 0 281017 240 1 1 0 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 753123519 CONTRACT LABOR 12063623 ATLANTIC ANESTHESIA PC 191 PENCUNIT STREET CANTON MA 02021 PHYSICIAN SERVICES 3422878 AVOCA CONSULTING GROUP 8045 BIG BEND BLVD STE 104 ST LOUIS MO 63119 CONTRACT LABOR/RECRUITING 959417 ARUP LABORATORIES INC PO BOX 27964 SALT LAKE CITY UT 84127 REFERENCE LABS 916005 FASTAFF LLC 5700 S QUEBEC STREET STE 300 GREENWOOD VILLAGE CO 80110 CONTRACT LABOR 819772 37 5474589 5474589 NET PATIENT SERVICE REVENUE 621400 241920186 241920186 INCENTIVE PAYMENTS 900099 4986342 4986342 CAFETERIA SALES 722514 874084 874084 REBATES, REFUNDS AND DISCOUNTS 621990 793083 793083 PATIENT RELATED REVENUE, OTHER 621990 392386 392386 5168168 5151793 16375 254134249 10287309 5603 10281706 47965 0 47965 47965 47965 253352175 112172 246276916 25026 7075259 87146 7162405 7162405 PENSION/POST RETIREMENT ADJSTMENT 900099 13114900 13114900 13114900 290221417 253243790 21978 31481060 18492859 18492859 4509 4509 2999312 2999312 107735450 91778090 15957360 10149667 8412044 1737623 19599616 16244162 3355454 6697781 5551121 1146660 376382 38663 337719 258580 258580 113584 113584 589367 589367 23988886 15640457 8348429 473048 473048 2881720 1902819 978901 7283099 6066385 1216714 4912947 3977142 935805 117448 74337 43111 271572 77252 194320 10933199 9293219 1639980 1280343 970939 309404 MEDICAL SUPPLIES 49289181 49284655 4526 PROVSN FOR DOUBTFL DEBT 10092177 10092177 MAINTENANCE & REPAIRS 3535341 3321678 213663 LICENSES AND TAXES 3468450 2975792 492658 189043 189043 285733561 244387343 41346218 0 1311 1145 6333041 10131585 21700147 23684968 0 0 0 0 0 0 5769342 5444425 5426402 4524373 237837922 147613181 80333058 90224741 272779723 274913479 15151918 14075424 3388705 2160166 83757967 119082261 494641614 544242567 37283238 39218160 0 262302 6639421 8933060 43922659 48413522 X 450696364 495806454 22591 22591 450718955 495829045 494641614 544242567 X 4487856 7908559 32713675 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 113584 113584 0 SCHEDULE C, PART II-B, LINE 1B PAID STAFF OR MANAGEMENT HOSPITAL EMPLOYEES MAY MEET WITH LOCAL AND STATE REPRESENTATIVES TO DISCUSS CURRENT ISSUES AFFECTING THE DELIVERY OF HEALTHCARE IN OUR SERVICE AREA. THE HOSPITAL WORKS TO ADVANCE INITIATIVES TO ENHANCE AND IMPROVE ACCESS TO HEALTH CARE SERVICES. SCHEDULE C, PART II-B, LINE 1I DIRECT CONTACT THE AMOUNT REPRESENTS LOBBYING EXPENSES PAID TO TREMONT STRATEGIES GROUP ($91,935) AND A PERCENTAGE OF THE HOSPITAL'S ANNUAL APPORTIONMENT OF MHA DUES ATTRIBUTED TO LOBBYING EXPENSES. FOR FISCAL 2023 IT WAS ESTIMATED THAT 16.01% ($21,649) OF MHA DUES WAS USED FOR LOBBYING PURPOSES. 7621753 900 902383 306732 8218304 9576106 11145 -1599479 366019 7621753 8325598 14097 1539830 303419 9576106 7799091 8039 630094 111626 8325598 7742025 199655 -688 141901 7799091 0.47500 0.52500 0 1 1 3051643 3051643 148057670 86596470 61461200 84544352 59393917 25150435 2184257 1622794 561463 90224741 PREPAID PENSION 116567500 INSURANCE RECOVERIES 2082510 ROU ASSETS 406675 DUE FROM AFFILIATES 25576 119082261 DUE TO AFFILIATE 3430573 INSURANCE CLAIMS, LONG TERM 2042510 ACCRD. POSTRETIREMENT HEALTH BENF. 1333149 ASSET RETIREMENT OBLIGATION 987137 WORKERS COMP. SELF-INSURANCE RESV. 733016 ROU LIABILITY 406675 8933060 X 287959810 7908559 -9580799 -1672240 289632050 589367 589367 290221417 275052017 0 275052017 589367 10092177 10681544 285733561 PART V, LINE 4: ENDOWMENT FUNDS STURDY HEALTH FOUNDATION, INC. MAINTAINS ENDOWMENT FUNDS (RESTRICTED TO PRINCIPAL) FOR THE BENEFIT OF STURDY HEALTH FOUNDATION AND STURDY MEMORIAL HOSPITAL, INC. AND AFFILIATES. THE ENDOWMENTS CONSIST OF BOTH DONOR RESTRICTED EARNED INCOME AND UNRESTRICTED EARNED INCOME. THE FOUNDATION'S ENDOWMENT INVESTMENT POLICY IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT BOTH THE DONOR RESTRICTED REQUIREMENTS AND THE FOUNDATION SPENDING POLICY FOR UNRESTRICTED FUNDS. ANNUALLY, INCOME EARNED ON THE RESTRICTED ENDOWMENT FUNDS IN SUPPORT OF THE DONOR SPECIFIC REQUIREMENTS IS TRANSFERRED TO STURDY MEMORIAL HOSPITAL. A SMALL PORTION OF THE ENDOWMENT IS HELD IN A FUND WITH THE INCOME RESTRICTED FOR "FREE CARE" FOR PATIENTS. THE INCOME ON THIS FUND IS TRANSFERRED ANNUALLY TO STURDY MEMORIAL HOSPITAL, INC. PER THE FOUNDATION RESTRICTED INVESTMENT POLICY, 5% OF THE GENERAL ENDOWMENT IS AVAILABLE FOR SPENDING ANNUALLY AND IS PAID TO THE FOUNDATION. ANNUAL THE INVESTMENT POLICY IS UPDATED AND REVIEWED BY THE INVESTMENT COMMITTEE. PART X, LINE 2: ASC 740 THE HOSPITAL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE HOSPITAL IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT -10,092,177. NET ASSETS RELEASE FROM RESTRICTIONS 511,378. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 10,092,177. 1 1 1 X 1 X 1 1 1 0 1 1 2622317 1600608 1021709 0.00370 36300939 25139964 11160975 0.04050 5448657 4912285 536372 0.00190 44371913 31652857 12719056 0.04610 713254 713254 0.00260 13760160 4261140 9499020 0.03450 50778 50778 0.00020 14524192 4261140 10263052 0.03730 58896105 35913997 22982108 0.08340 2 95362 95362 0.00030 1 1909 1909 0.00000 4 93825 93825 0.00030 2 84799 84799 0.00030 9 275895 275895 0.00090 0 4363835 1009791 68187690 80359662 -12171972 X 1 1 1 1 STURDY MEMORIAL HOSPITAL INC PO BOX 2963 211 PARK STREET ATTLEBORO MA 02703 WWW.STURDYMEMORIAL.ORG 2100 X X X STURDY MEMORIAL HOSPITAL INC 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE SECTION C X 1 22 1 SEE SECTION C 0 1 X 150.000000000000 300.000000000000 X X X X 1 1 X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X X 1 X 0 X X X X X 1 X 0 0 STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 5: INPUT FROM PERSONS WHO REPRESENT THE COMMUNITYCOMMUNITY ENGAGEMENT AND FEEDBACK WAS AN INTEGRAL PART OF STURDY'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS. HOLLERAN COMMUNITY ENGAGEMENT RESEARCH AND CONSULTING, AN INDEPENDENT FIRM, COLLECTED AND INTERPRETED INFORMATION FROM SECONDARY SOURCES (LOCAL, STATE AND FEDERAL COMPARISONS OF DEMOGRAPHIC AND HEALTH DATA) AND KEY INFORMANTS. KEY INFORMANTS WERE DEFINED AS COMMUNITY STAKEHOLDERS WITH EXPERT KNOWLEDGE, INCLUDING PUBLIC HEALTH AND HEALTH CARE PROFESSIONALS, SOCIAL SERVICE PROVIDERS, NON-PROFIT LEADERS, BUSINESS LEADERS, FAITH-BASED ORGANIZATIONS, AND OTHER COMMUNITY LEADERS. WITH ASSISTANCE FROM HOLLERAN, THE HOSPITAL IDENTIFIED 136 INDIVIDUAL OR ORGANIZATION KEY INFORMANTS. THESE KEY INFORMANTS WERE INVITED TO PARTICIPATE IN A BRIEF ONLINE SURVEY THAT WAS CONDUCTED FROM APRIL 12 TO APRIL 28, 2022 AND AGAIN FROM JUNE 8 TO JUNE 12, 2022. THE SURVEY WAS DESIGNED TO UNDERSTAND HEALTH ISSUES IN THE COMMUNITY, GAPS IN RESOURCES/SERVICES, HEALTH CARE ACCESS, IDENTIFICATION OF UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS, AND COMMUNITY ASSETS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN A COMBINATION OF QUANTITATIVE RATINGS AND QUALITATIVE FEEDBACK THROUGH CLOSED AND OPEN-ENDED QUESTIONS AROUND HEALTH ISSUES AND BARRIERS TO CARE ACCESS IN THE COMMUNITY. THIRTY-FOUR KEY INFORMANTS COMPLETED THE SURVEY. A COPY OF THE SURVEY TOOL AND LIST OF SURVEY PARTICIPANTS AND THEIR CONNECTION TO THE COMMUNITY IS INCORPORATED IN THE CHNA.STURDY MEMORIAL HOSPITAL, INC:PART V, SECTION B, LINE 7A:HOSPITAL FACILITY'S WEBSITE - CHNA REPORTSTURDY MEMORIAL HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/A1D5CF1B-5981-4059-A3B1-C249E2EE7B8C/2022%20COMMUNITY%20HEALTH%20NEEDS%20ASSESSMENT.PDFSTURDY MEMORIAL HOSPITAL, INC: PART V, SECTION B, LINE 10A:THE HOSPITAL'S MOST RECENTLY ADOPTED CHNA IMPLEMENTATION STRATEGY CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/B6FAAE48-1574-4678-BC30-81FE14C4FF19/2023%202025%20IMPLEMENTATION%20PLAN.PDF STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 11: SIGNIFICANT NEEDSTHE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED FIVE KEY COMMUNITY HEALTH ISSUES: ACCESS TO HEALTHCARE AND PREVENTION SERVICES, AFFORDABLE HOUSING AND INCOME, MENTAL/BEHAVIORAL HEALTH AND SUBSTANCE ABUSE, MORTALITY AND CHRONIC DISEASE MANAGEMENT, AND OBESITY AND WEIGHT MANAGEMENT. STURDY MEMORIAL REVIEWED THE 2019 AND 2022 KEY FINDINGS AND PRIORITIZED THE CONTINUED FOCUS ON ACCESS TO CARE, BEHAVIORAL HEALTH AND SUBSTANCE ABUSE, CHRONIC DISEASE MANAGEMENT AND PREVENTION, AND CANCER PREVENTION EDUCATION AND SCREENING. ACCESS TO CARE: RESPONDENTS TO THE CHNA STRESSED THAT SERVICES WERE LACKING OR MISSING IN OUR AREA. ALTHOUGH NEARLY ALL OF THE RESIDENTS IN OUR SERVICE AREA HAVE HEALTH INSURANCE, THIS WAS NOT THE SOLE DETERMINANT OF ABILITY TO OBTAIN CARE. THE NUMBER OF PRIMARY AND SPECIALTY PHYSICIANS, LACK OF DENTAL CARE, LACK OF EVENING AND WEEKEND APPOINTMENT HOURS, ACCESS TO TRANSPORATION AND ACCESS TO TRANSLATION SERVICES AND TECHNOLOGY WERE ALL SEEN AS BARRIERS TO ACCESSING SERVICES. STURDY WILL ADDRESS BARRIERS TO ACCESSING CARE BY INCREASING PROVIDERS IN ITS SERVICE AREAS, AS WELL AS ENRICHING ITS LANGUAGE ACCESS TOOLS AND SERVICES. THE CHNA DETERMINED THAT PROVIDER DENSITY (BOTH PRIMARY CARE PHYSICIANS AND SPECIALISTS) IN STURDY'S PRIMARY SERVICE AREA IS LOWER THAN OTHER MASSACHUSETTS COMMUNITIES. STURDY PLANS TO RECRUIT AND RETAIN MORE PROVIDERS AT BOTH THE HOSPITAL AND WITHIN ITS MEDICAL GROUP, STURDY HEALTH MEDICAL GROUP (SHMG). STURDY ALSO PLANS TO REDUCE BARRIERS TO CARE BY CONTINUING TO PROVIDE TELEHEALTH SERVICES. DURING THE PANDEMIC, THE HOSPITAL AND SHMG WERE HAMPERED IN THEIR ABILITY TO PROVIDE OFF-HOURS CLINICS THAT COULD ACCOMMODATE INDIVIDUALS WHO HAVE LIMITED DAYTIME FLEXIBILITY. ONE INTERNAL MEDICINE PROVIDER DID, HOWEVER, OFFER EVENING HOURS. STURDY RECEIVED A GRANT TO PROVIDE TRANSPORTATION VOUCHERS TO PATIENTS AND WILL CONTINUE TO PARTICIPATE IN THE YMCA'S C.A.R. (COMMUNITY ACCESS TO RIDES) PROGRAM TO ASSIST INDIVIDUALS IN NEED OF TRANSPORTATION TO ACCESS HEALTH CARE. OTHER INITIATIVES WILL HELP CONNECT EMERGENCY DEPARTMENT PATIENTS WITH PRIMARY CARE PHYSICIANS, HELP CONNECT THE UNINSURED/UNDERINSURED TO FINANCIAL COUNSELORS AND PARTNER WITH LOCAL DENTIST OFFICES FOR SCREENINGS. BEHAVIORAL HEALTH AND SUBSTANCE ABUSE: MANY RESPONDENTS TO THE KEY INFORMANT SURVEY CONDUCTED THROUGH THE CHNA PROCESS LISTED ACCESS TO BEHAVIORAL HEALTH AND TREATMENT OF SUBSTANCE ABUSE DISORDERS AS THE MOST SIGNIFICANT PROBLEMS FACING STURDY'S PRIMARY AND SECONDARY SERVICE AREAS. ACCESS AND INTEGRATION/COORDINATION OF SERVICES WAS SEEN AS INADEQUATE COMPARED TO THE NEEDS OF THE COMMUNITY. STURDY PLANS TO ADDRESS THIS NEED BY CONTINUING TO PROVIDE TREATMENT AND SERVICES, AS WELL AS PARTNER WITH BRIGHTVIEW, A PROVIDER OF INTEGRATED MENTAL HEALTH/SUBSTANCE ABUSE PROGRAMS, AND OTHER SERVICE AREA SPECIFIC SUBSTANCE USE DISORDER SERVICE PROVIDERS. STURDY ALSO ACTIVELY PARTICIPATES IN THE CITY OF ATTLEBORO'S OPIOID ABATEMENT COMMITTEE WHOSE FOCUSE IS ON CREATING GREATER, MORE SEAMLESS AND EASILY UTILIZED ACCESS TO SUBSTANCE USE AVOIDANCE, TREATMENT AND RECOVERY SERVICES. OTHER INITIATIVES INCLUDE CONTINUED SCREENING AND EDUCATION SURROUNDING SUBSTANCE USE DISORDERS, INCREASING THE NUMBER OF PRIMARY AND SPECIALTY PROVIDERS WITHIN SHMG WITH INTEGRATED BEHAVIORAL HEALTH SERVICES TO BE PROVIDED BY CONCERT HEALTH, COLLABORATE WITH LOCAL ORGANIZATIONS TO ADDRESS THE HIGH PERCENTAGE OF AT-RISK YOUTH IN THE SERVICE AREA, WORK WITH COMMUNITY ORGANIZATIONS TO CREATE A COMPREHENSIVE LIST OF MENTAL HEALTH PROVIDERS IN STURDY'S SERVICE AREA, AND EXPLORE TELEHEALTH OPTIONS FOR BEHAVIORAL HEALTH PATIENTS.MORTALITY AND CHRONIC DISEASE MANAGEMENT: KEY INFORMANTS RECOGNIZED THAT HEALTH BEHAVIORS ARE OFTEN CORRELATED WITH CERTAIN CHRONIC HEALTH CONDITIONS, AS WELL AS HEALTH EQUITY DISPARATIES. CHRONIC ILLNESSES, SUCH AS CANCER AND HEART DISEASE, ARE THE LEADING CAUSES OF DEATH IN STURDY'S PRIMARY AND SECONDARY SERVICE AREAS. INDIVIDUALS OFTEN LACK THE TIME, KNOWLEDGE AND RESOURCES TO MANAGE CHRONIC ILLNESS. STURDY PLANS TO CONTINUE TO HOLD HEALTH FAIRS FOR SCREENING AND COMMUNITY EDUCATION WITH AN EXPANDED LENS ON HEALTH EQUITY. ALSO, THE HOSPITAL WILL SUPPORT CURRENT PROGRAMS THAT INCREASE PHYSICAL ACTIVITY OPPORTUNITIES FOR AT-RISK INDIVIDUALS. STURDY PLANS TO IMPROVE CARE COORDINATION FOR DIABETIC/PRE-DIABETIC PATIENTS AND INCREASE SCREENING FOR PRE-DIABETIC PATIENTS. STURDY WILL EXPLORE OPPORTUNITIES/PROGRAMS THAT INCREASE ACCESS TO HEALTHY FOODS AND SUPPORT NUTRITION EDUCATION. THE HOSPITAL WILL CONTINUE TO COLLABORATE WITH THE HEALTHY LIVING CONSORTIUM TO INCREASE EDUCATION AND AWARENESS IN THE COMMUNITY.OBESITY AND WEIGHT MANAGEMENT: KEY INFORMANTS SITED BEING OVERWEIGHT/OBESE AS BEING AMONG THE TOP FIVE HEALTH ISSUES IN THE REGION. LACK OF HEALTHY FOOD AND THE KNOWLEDGE TO PREPARE IT, AS WELL AS LACK OF TIME TO EXERCISE, WERE ALL SEEN AS CONTRIBUTING FACTORS. PHYSICAL INACTIVITY, POOR NUTRITION AND LACK OF ACCESS TO HEALTHY FOODS ARE ALL KNOWN RISK FACTORS THAT CONTRIBUTE TO OBESITY AND OTHER CHRONIC CONDITIONS SUCH AS DIABETES, CANCER AND HEART DISEASE. ADDITIONALLY, FOOD INSECURITY AFFETS SOME RESIDENTS IN OUR SERVICE AREAS. TO ADDRESS THESE NEEDS, STURDY WILL WORK WITH OUR NUTRITION AND FOOD SERVICES DEPARTMENTS TO PROVIDE HEALTHIER MEAL OPTIONS TO INPATIENTS AND CAFETERIA CUSTOMERS, PROVIDE IN-PERSON AND VIRTUAL FOOD AND NUTRITION EDUCATION. STURDY WILL PROVIDE AND SUPPORT WELLNESS EDUCATION SUCH AS YOGA, MEDITATION AND TAI CHI, AND WILL HOST COMMUNITY EVENTS INVOLVING EXERCISE HEALTHY LIVING AND WELLNESS. STURDY WILL ALSO ACTIVELY SUPPORT LOCAL FOOD BANKS AND ORGANIZATIONS FOCUSED ON CREATING GREATER FOOD EQUITY TO ENSURE ACCESS TO HEALTH FOODS FOR THOSE STRUGGLING WITH FOOD INSECURITY. LACK OF AFFORDABLE HOUSING IN OUR PRIMARY AND SECONDARY SERVICE AREAS WAS NOTED BY MANY RESPONDENTS AS A BARRIER TO CARE. STURDY MEMORIAL HOSPITAL ACKNOWLEDGES THAT THE INABILITY TO SECURE AFFORDABLE HOUSING IS A DIFFICULTY FACED BY MANY RESIDENTS IN OUR AREA. STURDY WILL SUPPORT THE CONSTRUCTION OF AFFORDABLE HOUSING BY SUPPORTING HABITAT FOR HUMANITY FINANCIALLY AND THROUGH VOLUNTEER SERVICE. THE HOSPITAL WILL ALSO SUPPORT INTERNSHIP AND VOLUNTEER PROGRAMS TO DEVELOP EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY TO HELP LIFT EMPLOYABILITY AND INCOME GENERATION TO SUPPORT COMMUNITY MEMBERS IN GAINING AND SUSTAINING STABLING HOUSING.SCHEDULE H, PART V, SECTION B, LINE 16A STURDY MEMORIAL HOSPITAL'S FINANCIAL ASSISTANCE POLICY CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/919E3182-14C1-4CBB-80A9-954A9413BEF8/SMH%20FAP%20POLICY%20-%20REVISED%20FOR%20FY22.PDFSCHEDULE H, PART V, SECTION B, LINE 16BTHE HOSPITAL'S FAP APPLICATION FORMS CAN BE FOUND AT: HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/AEA93BFF-37DD-4B9D-B07F-9C0883728E39/ACA-3-0721-FILLABLE.PDFSCHEDULE H, PART V, SECTION B, LINE 16CTHE HOSPITAL'S FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/71188A53-E09D-4E9C-B3FD-6177B8902E91/FAP-PLAIN-LANGUAGE-FY20-ENGLISH.PDF STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 16J: THE HOSPITAL'S POLICY IS ATTACHED TO BILLING INVOICES. ADDITIONALLY, STURDY MEMORIAL MAKES THIS INFORMATION AVAILABLE AT LOCATIONS THROUGHOUT ITS FACILITY-IN THE MAIN LOBBY, EMERGENCY DEPARTMENT, PATIENT REGISTRATION, AND FINANCIAL COUNSELORS' OFFICE. INDIVIDUALS IN OUR COMMUNITY WITHOUT INSURANCE ARE DIRECTED TO A FINANCIAL COUNSELOR WHO WILL PROVIDE THEM WITH STURDY'S FINANCIAL ASSISTANCE POLICY AS WELL AS RESOURCES AVAILABLE TO THEM THROUGH MASSHEALTH OR THE COMMONWEALTH'S HEALTH SAFETY NET. FINANCIAL COUNSELORS WILL ASSIST ANYONE IN COMPLETING AN APPLICATION FOR FREE OR SUBSIDIZED CARE, AS WELL AS MASSHEALTH. THIS SERVICE IS AVAILABLE TO ANYONE IN THE COMMUNITY.SCHEDULE H, PART V, SECTION B, LINE 20:FOR PLANNED ADMISSIONS, PATIENTS ARE NOTIFIED OF THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY PRIOR TO ADMISSION. EMERGENT PATIENTS ARE NOTIFIED PRIOR TO DISCHARGE OR THE FOLLOWING BUSINESS DAY. PATIENTS ARRIVING AT THE HOSPITAL FOR OUTPATIENT VISITS ARE NOTIFIED OF THE FINANCIAL ASSISTANCE POLICY AT THE TIME OF REGISTRATION (IF REGISTERED AT THE MAIN REGISTRATION AREA). NOTIFICATION IS ALSO INCLUDED WITH PATIENT BILLS. 1 1 - MANSFIELD HEALTH CENTER 200 COPELAND DRIVE MANSFIELD MA 02488 LICENSED OUTPUT CLINIC PHYSICIAN PRACTICE PART I, LINE 7: FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS CALCULATIONSTURDY MEMORIAL HOSPITAL USES THE COST TO CHARGE RATIO FOR CALCULATING AMOUNTS IN THE TABLE FOR LINE 7. THE COST TO CHARGE RATIO IS TOTAL PATIENT CARE COSTS DIVIDED BY TOTAL PATIENT CARE CHARGES PER WORKSHEET S-10, LINE 1 OF THE MEDICARE COST REPORT. BAD DEBT IS NOT INCLUDED IN ANY AMOUNTS REPORTED IN THE TABLE. PART I, LN 7 COL(F): BAD DEBT EXPENSE OF $10,092,177 ATTRIBUTABLE TO PATIENT ACCOUNTS HAS BEEN EXCLUDED FROM THE COMPUTATION OF ALL COMMUNITY BENEFIT EXPENSE SHOWN IN PART I, LINE 7, COLUMN F.PART II, COMMUNITY BUILDING ACTIVITIES:STURDY MEMORIAL HOSPITAL UNDERTAKES COMMUNITY BUILDING ACTIVITIES DESIGNED TO PROMOTE THE HEALTH AND WELL-BEING OF RESIDENTS IN ITS PRIMARY AND SECONDARY SERVICE AREAS. THE HOSPITAL IS INVOLVED IN EMERGENCY MANAGEMENT AND PREPAREDNESS AND WORKS WITH OTHERS IN ITS REGION TO COORDINATE ITS PREPARATION AND RESPONSE TO CATASTROPHIC HEALTH EVENTS. STURDY MEMORIAL HOSPITAL WORKS WITH LOCAL, STATE AND FEDERAL LAW ENFORCEMENT AND OTHER FIRST RESPONDERS ON MATTERS OF PUBLIC SAFETY. THE HOSPITAL ACTIVELY PARTNERS WITH THE CITY OF ATTLEBORO ON PROJECTS TO IMPROVE THE HEALTH AND VITALITY OF THE COMMUNITY AND ITS RESIDENTS, SUCH AS IN THE OPIOID ABATEMENT FUND UTILIZATION PLANNING AND HEALTHY NEIGHBORHOODS GRANT PROGRAM. THE HOSPITAL PROVIDES TRAINING OPPORTUNITIES FOR LOCAL STUDENTS COMPLETING VARIOUS HEALTHCARE BASED PROGRAMS, SUCH AS NURSING, MEDICAL LABORATORY TECHNICIAN AND PHLEBOTOMY PROGRAMS. HIGH SCHOOL STUDENTS INTERESTED IN HEALTH CARE CAREERS MAY SHADOW STAFF MEMBERS OR PARTICIPATE IN INTERNSHIPS. STURDY MEMORIAL HOSPITAL HAS ALSO ESTABLISHED A NURSING SCHOLARSHIP PROGRAM AT WHEATON COLLEGE TO SUPPORT LOCAL NURSING STUDENTS AND RETAIN THEM WITHIN THE COMMUNITY. IN FY22, STURDY MEMORIAL HOSPITAL STAFF ACTIVELY PARTICIPATED AS MEMBERS IN OR SERVED ON THE BOARD OF DIRECTORS FOR MORE THAN 30 AREA BOARDS, MEDICAL ASSOCIATIONS, AND SERVICE ORGANIZATIONS WITHIN OUR COMMUNITIES. PART III, LINE 2: EFFECTIVE OCTOBER 1, 2020, THE HOSPITAL ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS UPDATE ("ASU") 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) ("ASC 606"), USING THE RETROSPECTIVE METHOD OF APPLICATION TO ALL CONTRACTS EXISTING ON OCTOBER 1, 2020. THE CORE PRINCIPLE OF THE STANDARD IS THAT AN ENTITY SHOULD RECOGNIZE REVENUE TO DEPICT THE TRANSFER OF PROMISED GOODS OR SERVICES TO CUSTOMERS IN AN AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE ENTITY EXPECTS TO BE ENTITLED IN EXCHANGE FOR THOSE GOODS OR SERVICES. THE ADOPTION OF THE STANDARD HAD NO IMPACT ON THE HOSPITAL'S CURRENT OR HISTORICAL FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE HOSPITAL NOW RECOGNIZES ITS PREVIOUSLY REPORTED PROVISION FOR BAD DEBTS, PRIMARILY RELATED TO ITS SELF-PAY PATIENT POPULATION, AS A DIRECT REDUCTION TO REVENUES AND RECEIVABLES AS AN IMPLICIT PRICING CONCESSION, INSTEAD OF SEPARATELY AS A DISCRETE DEDUCTION TO ARRIVE AT NET PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS OR AS A PARENTHETICAL NOTE ON ACCOUNTS RECEIVABLE FOR SERVICES TO PATIENTS IN THE BALANCE SHEET. PART III, LINE 8: SHORTFALL TREATED AS COMMUNITY BENEFITSTURDY MEMORIAL HOSPITAL, IN KEEPING WITH ITS CHARITABLE MISSION, PROVIDES CARE TO MEDICARE ELIGIBLE PATIENTS OF THE COMMUNITY IT SERVES BEYOND THE AMOUNT IT RECEIVES FROM THE MEDICARE PROGRAM. THESE INDIVIDUALS WOULD HAVE TO TRAVEL OUT OF OUR AREA OR POSSIBLY FORGO MEDICAL TREATMENT WITHOUT THE SERVICES THE HOSPITAL PROVIDES. THE MEDICARE SHORTFALL INCURRED BY THE HOSPITAL IS VIEWED AS LESSENING THE BURDEN OF GOVERNMENT, THEREFORE PROVIDING A VALUABLE COMMUNITY BENEFIT. PART III, LINE 9B: DEBT COLLECTION POLICYTHE HOSPITAL'S COLLECTION POLICY CONTAINS PROCEDURES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE. ONCE IT IS DETERMINED THAT A PATIENT QUALIFIES FOR FREE CARE, ALL COLLECTION PROCEDURES CEASE AND THE FULL BALANCE IS WRITTEN OFF. IF THE PATIENT QUALIFIES FOR PARTIAL FREE CARE, THE AMOUNT THAT QUALIFIES UNDER PARTIAL FREE CARE IS WRITTEN OFF AND THE REMAINING BALANCE IS SUBJECT TO NORMAL COLLECTION PROCEDURES. MASSACHUSETTS HOSPITALS ARE REQUIRED TO ADOPT CREDIT AND COLLECTION POLICIES. STATE REGULATIONS (101 CMR 613.00) OUTLINE THE SPECIFIC PROCESS FOR DETERMINING ELIGIBILITY FOR PUBLIC ASSISTANCE PROGRAMS AND HOSPITAL COLLECTION PRACTICES. THE HOSPITAL PROVIDES PATIENTS WITH INFORMATION ABOUT FREE CARE AVAILABLE THROUGH THE HOSPITAL (A SIGNIFICANT PORTION OF WHICH IS COORDINATED THROUGH THE STATE'S HEALTH SAFETY NET PROGRAM, AS WELL AS FINANCIAL ASSISTANCE PROGRAMS, SUCH AS MASSHEALTH AND COMMONWEALTH CARE, THAT ARE AVAILABLE THROUGH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES). THE HOSPITAL EMPLOYS TWO FULL-TIME FINANCIAL COUNSELORS THAT ASSIST PATIENTS, AND ANYONE ELSE PRESENTING WHO REQUIRES ASSISTANCE, IN APPLYING FOR FREE CARE AND STATE FINANCIAL ASSISTANCE PROGRAMS THROUGH THE STATE'S UNIFORM APPLICATION. THE HOSPITAL FINANCIAL ASSISTANCE POLICY AND BILLING & COLLECTION POLICY, THAT OUTLINES ITS CHARITY CARE PRACTICES, IS FILED WITH THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS AND ALSO AVAILABLE TO PATIENTS UPON REQUEST. PART VI, LINE 2: WITH GUIDANCE AND OVERSIGHT FROM THE HOSPITAL'S PLANNING COMMITTEE, STURDY'S COMMUNITY BENEFIT REPORT IS DEVELOPED TO REFLECT ACTIVITIES FROM THE PRIOR YEAR AND PROVIDE RECOMMENDATIONS FOR THE HOSPITAL'S FOCUS ON COMMUNITY INVOLVEMENT FOR THE FOLLOWING YEAR. COMMUNITY BENEFIT PLANNING IS INTEGRATED INTO STURDY'S ANNUAL PLANNING AND BUDGETING PROCESS TO ENSURE WE EFFECTIVELY SUPPORT PROGRAMS WHICH ACTIVELY MEET THE NEEDS OF THE COMMUNITIES WE SERVE. STURDY MEMORIAL HOSPITAL IS INVOLVED IN ONGOING ASSESSMENTS OF THE HEALTH NEEDS IN OUR COMMUNITIES AND PARTICIPATES IN A NUMBER OF COMMUNITY BASED PROGRAMS. CONTINUALLY BEING ENGAGED IN AND FAMILIAR WITH OUR COMMUNITIES PROVIDES US WITH OPPORTUNITIES TO IDENTIFY HEALTH ISSUES OF GREATEST CONCERN TO COMMUNITY RESIDENTS, PROVIDERS AND COMMUNITY PARTNERS. THESE ISSUES ARE GUIDE OUR BUDGETING OF RESOURCES IN THOSE AREAS, WHENEVER APPROPRIATE, TO GUIDE EFFORTS TO IMPROVE COMMUNITY HEALTH AND WELLNESS, AS WELL AS ENSURING EQUITY AND INCLUSIVITY IN CARE DELIVERY AND ACCESS. THE HOSPITAL CONSTANTLY MONITORS THE RESULTS OF PATIENT SATISFACTION SURVEYS, SERVICE STATISTICS, PROVIDER AND COMMUNITY FEEDBACK, INSURER DATA, AND OTHER LOCAL AND REGIONAL DATA. IN ADDITION, THE HOSPITAL CONTINUALLY WORKS CLOSELY WITH COMMUNITY LEADERS, SCHOOL AND SOCIAL SERVICES PERSONNEL, AND OTHER HEALTH CARE PROVIDERS TO IDENTIFY HEALTH CARE TRENDS AND NEEDS. PART VI, LINE 3: PATIENTS ARE INFORMED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE BY WAY OF POSTED NOTICES THROUGHOUT THE HOSPITAL AS WELL AS PRINTED FINANCIAL ASSISTANCE BROCHURES AVAILABLE IN COMMON AREAS OF THE HOSPITAL. FINANCIAL ASSISTANCE INFORMATION IS PRINTED ON ALL ITEMIZED BILLS AND PATIENT STATEMENTS. SCHEDULED SELF PAY SURGICAL DAY CARE (SDC) & INPATIENTS ARE REVIEWED PRIOR TO ADMISSION TO DETERMINE PAYMENT ARRANGEMENTS OR TO COORDINATE A MEETING WITH A FINANCIAL COUNSELOR. SDC & INPATIENTS WHO ARE UNABLE TO LEAVE A DEPOSIT OR MAKE A PAYMENT ARRANGEMENT TOWARDS A LARGE OUT OF POCKET EXPENSE ARE ALSO ENCOURAGED TO MEET WITH A FINANCIAL COUNSELOR. UPON DISCHARGE FROM THE EMERGENCY CARE CENTER (ECC), UNINSURED PATIENTS ARE ENCOURAGED TO MEET WITH A FINANCIAL COUNSELOR. IF UNABLE TO SEE A FINANCIAL COUNSELOR FOLLOWING DISCHARGE, THE PATIENT IS GIVEN A FINANCIAL ASSISTANCE LETTER OUTLINING THE APPLICATION PROCESS, THE DOCUMENTS REQUIRED, TELEPHONE NUMBERS AND DIRECTIONS TO THE FINANCIAL COUNSELOR'S OFFICE. FOLLOWING AN ECC VISIT, UNINSURED PATIENTS RECEIVE A PHONE CALL FROM A PATIENT FINANCIAL SERVICES REPRESENTATIVE ENCOURAGING THE PATIENT TO MEET WITH A FINANCIAL COUNSELOR FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: COMMUNITY INFORMATIONTHE HOSPITAL SERVES NEARLY 340,000 INDIVIDUALS (BASED ON 2023 U.S. CENSUS POPULATION ESTIMATE DATA) IN 14 SUBURBAN COMMUNITIES. THE INDIVIDUALS IN THE COMMUNITIES WE SERVE ARE LARGELY EDUCATED (COMPLETED HIGH SCHOOL), EMPLOYED AND ENGLISH SPEAKING. INCLUDED IN THE POPULATION ABOVE, THE HOSPITAL'S PRIMARY SERVICE AREA ENCOMPASSES THE TOWNS OF ATTLEBORO, FOXBORO, MANSFIELD, NORTH ATTLEBORO, NORTON, PLAINVILLE, SEEKONK, REHOBOTH, AND WRENTHAM. NORFOLK, SHARON, FRANKLIN, TAUNTON AND WALPOLE ARE CONSIDERED PART OF OUR SECONDARY SERVICE AREA. ADDITIONALLY, WE SERVE THE COMMUNITIES WITHIN NEIGHBORING RHODE ISLAND. PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHSTURDY MEMORIAL HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH AND WELL-BEING OF MEMBERS OF THE COMMUNITIES IT SERVES, IN ADDITION TO PROVIDING HEALTH CARE TO ALL, REGARDLESS OF ABILITY TO PAY. IN FISCAL 2022, THE HOSPITAL OFFERED OVER 55 COMMUNITY BENEFIT PROGRAMS. IN-PERSON PROGRAMS AND SUPPORT GROUPS RESUMED IN FY22 AND THE HOSPITAL WAS ABLE TO OFFER ADDITIONAL PROGRAMS VIRTUALLY. STURDY PROVIDES EMS EDUCATION AND INTERN/EXTERN PROGRAMS SERVING MEDICAL, NURSING AND STUDENT INTERNS FROM OVER 50 SCHOOLS AND COLLEGES. THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN OUR SERVICE AREA. A MAJORITY OF THE HOSPITAL'S BOARD OF MANAGERS ARE COMPRISED OF INDIVIDUALS LIVING IN THE COMMUNITY WHO ARE INDEPENDENT CIVIC, HEALTH CARE AND BUSINESS LEADERS. SURPLUS FUNDS ARE USED TO IMPROVE OUR FACILITIES, PURCHASE STATE-OF-THE ART MEDICAL EQUIPMENT, AND EXPAND OUR COMMUNITY OFFERINGS. PART VI, LINE 6: STURDY MEMORIAL HOSPITAL IS PART OF AN AFFILIATED HEALTH CARE SYSTEM. UNDER THE CONTROL OF ITS PARENT ORGANIZATION, STURDY HEALTH FOUNDATION, AFFILIATES STURDY MEMORIAL HOSPITAL AND STURDY HEALTH COORDINATE THE PROVISION OF HEALTH CARE SERVICES TO RESIDENTS IN ITS SERVICE AREA OF BRISTOL AND NORFOLK COUNTIES IN MASSACHUSETTS. PART VI, LINE 7, REPORTS FILED WITH STATES MA 1 CITY OF ATTLEBORO 77 PARK STREET ATTLEBORO MA 02703 046001378 GOVT 18000 0 COMMUNITY SUPPORT STURDY HEALTH INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042706501 501(C)(3) 18445929 0 GENERAL SUPPORT ATTLEBORO AREA INTERFAITH COLLABORATIVE PO BOX 368 ATTLEBORO MA 02703 042301039 501(C)(3) 6000 0 COMMUNITY SUPPORT 3 0 COVID TEST GIVEAWAYS 0 0 4509 COST COVID TEST GIVEAWAYS PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE HOSPITAL PROVIDES GRANTS IN FURTHERANCE OF ITS CHARITABLE MISSION AND TO PROMOTE GENERAL WELL-BEING IN THE COMMUNITIES IT SERVES. WHEN GRANTS ARE MADE, THEY ARE REVIEWED AND APPROVED BY THE BOARD OF MANAGERS. THE HOSPITAL MONITORS GRANTS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSE. X 0 1 X X X X 1 1 0 0 0 0 0 1 0 AIMEE BREWER PRESIDENT & CEO 683578 0 205500 0 919 0 42085 0 24266 0 956348 0 0 0 AMY PFEFFER CFO & TREASURER 406862 0 78402 0 154960 0 0 0 24478 0 664702 0 0 0 BRIAN PATEL MD PHYSICIAN 456382 0 132929 0 496 0 0 0 24029 0 613836 0 0 0 RONALD VAN NESS-OTUNNU MD PHYSICIAN DIRECTOR 468818 0 7396 0 22128 0 0 0 24015 0 522357 0 0 0 MARK MCGUIRE MD PHYSICIAN 367140 0 30830 0 18687 0 0 0 25494 0 442151 0 0 0 WAYNE GIETZ EVP/COO 227795 0 95537 0 50297 0 0 0 10065 0 383694 0 0 0 LAURINE THORNTON-POTTER MD PHYSICIAN 308289 0 27015 0 18542 0 0 0 25451 0 379297 0 0 0 JUSTINE ZILLIKEN CHIEF STRATEGY OFFICER 283745 0 58550 0 8017 0 0 0 13903 0 364215 0 0 0 ROBIN MORRIS SVP OF CLINICAL OPS & INTEGRITY 249553 0 48296 0 43398 0 0 0 9863 0 351110 0 0 0 ZACHARY HARNETT MD PHYSICIAN 301696 0 2416 0 16331 0 0 0 25425 0 345868 0 0 0 DAVID SPOOR SVP OF PATIENT SRVS/CHF. OF NURSING 230842 0 45709 0 970 0 0 0 9841 0 287362 0 0 0 BLAIR BISHER FORMER COO 128952 0 0 0 132458 0 409 0 9077 0 270896 0 0 0 CAROLYN ROSS CHIEF HR OFFICER (THRU 06/2022) 130998 0 0 0 120889 0 0 0 10449 0 262336 0 0 0 BRIAN KELLY MD FORMER VP/PHYSICIAN 216660 0 1614 0 0 0 2167 0 0 0 220441 0 0 0 JOSEPH CASEY FORMER PRESIDENT & CEO 0 0 210000 0 0 0 0 0 0 0 210000 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE HOSPITAL PAID A BONUS TO ALL HOSPITAL EMPLOYEES. EMPLOYEES RECEIVED THE SAME NET AMOUNT (PRORATED FOR HOURS WORKED), WITH THE HOSPITAL EFFECTIVELY PAYING THEIR TAXES. THE HOSPITAL ALSO PROVIDES ITS SENIOR MANAGERS WITH LONG-TERM DISABILITY INSURANCE. THE COST OF THIS INSURANCE IS GROSSED UP TO EFFECTIVELY PAY FOR THE RELATED TAXES AND IS ADDED TO THE MANAGERS' GROSS EARNINGS. THIS BENEFIT WAS PROVIDED TO AIMEE BREWER AND AMY PFEFFER DURING CALENDAR YEAR 2022. PART I, LINE 1B APPROVAL FOR GROSS-UP PAYMENTS THE ANNUAL BONUS AND DECISION TO GROSS UP THE AMOUNT IS DISCRETIONARY AND IS APPROVED BY THE BOARD OF MANAGERS. PART I, LINES 4A-B LINE 4A SEVERANCE PAYMENTS TWO LISTED INDIVIDUALS SEPARATED FROM THE HOSPITAL DURING CALENDAR YEAR 2022. PURSUANT TO THEIR AGREEMENTS, THESE INDIVIDUALS RECEIVED SEVERANCE. THESE AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN STURDY MEMORIAL HOSPITAL PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. SUPPLEMENTAL RETIREMENT CONTRIBUTIONS WERE MADE THROUGH NON-QUALIFIED RETIREMENT PLANS FOR QUALIFIED EMPLOYEES IN CALENDAR YEAR 2022. THE TOTAL OF NON-QUALIFIED RETIREMENT CONTRIBUTIONS IN 2022 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). AMY PFEFFER ($154,033) AND ROBIN MORRIS ($40,221) PARTICIPATED IN THE PLAN IN 2022. PART I, LINE 7 NON-FIXED PAYMENTS COMPENSATION PACKAGES FOR THE CEO, SENIOR MANAGERS, AND LISTED PHYSICIANS INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. ALL INCENTIVE COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND HAS BEEN REPORTED ON SCHEDULE J, PART II, COLUMN B (II). PART II, COLUMN (C): DEFERRED COMPENSATION THIS COLUMN INCLUDES BOTH IRC 403(B) EMPLOYER CONTRIBUTIONS AND THE ACCRUAL OF BENEFITS RELATED THE HOSPITAL'S DEFINED BENEFIT PLAN.FOR CALENDAR YEAR 2022, THE ACCRUAL CALCULATION, COMPLETED BY A THIRD PARTY, RESULTED IN A DECREASE IN ACCRUAL VALUE FOR CERTAIN LISTED INDIVIDUALS.FOR THESE INDIVIDUALS, THE ORGANIZATION INCLUDED THE DECREASE IN ACTUARIAL VALUE AS AN OFFSET OF THE 403(B) CONTRIBUTION BUT LIMITED THE REPORTING TO ZERO DOLLARS.THE FULL DECREASE IN THE ACTUARIAL VALUE IS INCLUDED BELOW: AMY PFEFFER - $(418,071) BRIAN PATEL, MD - $(338,156) RONALD VAN NESS-OTUNNU, MD - $(123,782) MARK MCGUIRE, MD - $(327,950) LAURINE THORNTON-POTTER, MD - $(45,614) ROBIN MORRIS - $(105,949) ZACHARY HARNETT, MD - $(92,438) DAVID SPOOR - $(90,708) CAROLYN ROSS - $(154,874) JOSEPH CASEY - $(381,261) CRYAN LANDSCAPE CONTRACTORS INC CONTRACTOR 184194 LANDSCAPING/SNOW REMOVALKEVIN CRYAN, A MEMBER OF THE BOARD OF DIRECTORS, IS THE OWNER OF CRYAN LANDSCAPING. THE COMPANY PROVIDED LANDSCAPING AND SNOW REMOVAL SERVICES TO STURDY MEMORIAL HOSPITAL, INC. THE AMOUNT PAID IS REVIEWED AND COMPARED TO OTHER COMPARABLE COMPANIES. 0 FORM 990, PART V, LINE 2A: EMPLOYEES REPORTED ON FORM W-3 STURDY MEMORIAL HOSPITAL, INC. IS THE COMMON PAYMASTER FOR STURDY HEALTH, INC. AND STURDY HEALTH FOUNDATION, INC. F/K/A STURDY MEMORIAL FOUNDATION, INC. THE TOTAL NUMBER OF EMPLOYEES LISTED ON PART V, LINE 2A REPRESENTS HOSPITAL EMPLOYEES INCLUDED UNDER THE COMMON PAYMASTER FILING. FORM 990, PART VI, SECTION A, LINE 1A VOTING RIGHTS OF GOVERNING BODY THE BYLAWS OF STURDY MEMORIAL HOSPITAL, INC. STATE THAT "THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD OF MANAGERS EXCEPT FOR SUCH MATTERS AS ARE SPECIFIED IN SECTION 55 OF THE [MASSACHUSETTS] GENERAL LAWS, CHAPTER 156B." THE EXECUTIVE COMMITTEE CONSISTS ONLY OF MEMBERS OF THE BOARD OF MANAGERS OF STURDY MEMORIAL HOSPITAL. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS WITH GOVERNING BODY PAUL HEROUX AND LAURA GIGNAC-BUSINESS RELATIONSHIP. IN ADDITION, OTHER PERSONS LISTED IN PART VII HAVE A "BUSINESS RELATIONSHIP" WITH ONE ANOTHER DUE TO THE OVERLAPPING BOARD STRUCTURE OF STURDY HEALTH FOUNDATION AND ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS STURDY HEALTH FOUNDATION, INC., A MASSACHUSETTS CHARITABLE CORPORATION, ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF STURDY MEMORIAL HOSPITAL, INC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT MEMBERS OF GOVERNING BODY THE BOARD OF MANAGERS OF STURDY MEMORIAL HOSPITAL, INC. CONSISTS OF THOSE PERSONS WHO SERVE AS THE DIRECTORS OF STURDY HEALTH FOUNDATION, INC. FOUNDATION MEMBERS ARE ELIGIBLE TO ATTEND ALL MEETINGS OF THE CORPORATION AND TO HOLD OFFICE. NEW MEMBERS ARE ELECTED TO MEMBERSHIP BY THE EXISTING MEMBERS FOR THREE YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS FORM 990 IS PREPARED BY STURDY MEMORIAL'S TAX PROVIDERS, GRANT THORNTON, USING INFORMATION PROVIDED BY MANAGEMENT UPON COMPLETION OF THE ANNUAL INDEPENDENT AUDIT. THE INFORMATION PROVIDED IS THE RESPONSIBILITY OF THE CFO AND STURDY'S FISCAL SERVICES DEPARTMENT. THE RETURN IS REVIEWED BY GRANT THORNTON, THE CONTROLLER AND CFO, AND COMPENSATION AND BENEFIT SECTIONS ARE SPECIFICALLY REVIEWED BY THE CHIEF HUMAN RESOURCES OFFICER FOR STURDY MEMORIAL HOSPITAL, INC. FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION OF APPROVAL. EVERY BOARD MEMBER RECEIVES FORM 990 AND ALL SCHEDULES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ALL HOSPITAL LEADERSHIP AND BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENT REQUIRES DISCLOSURE OF ANY OUTSIDE INTERESTS IN ANY BUSINESS, OUTSIDE ACTIVITY, GIFTS, OR ENTERTAINMENT THAT MAY HAVE INFLUENCED THE RESPONDENT. IN ADDITION, THESE SIGNED STATEMENTS ARE REVIEWED BY THE INTEGRITY OFFICER AND ANY POTENTIAL CONFLICTS ARE ADDRESSED AND RESOLVED. THE INTEGRITY OFFICER DISCUSSES DISCLOSED POTENTIAL CONFLICTS WITH EMPLOYEES, OFFICERS AND DIRECTORS OF THE HOSPITAL, SO THAT THEY UNDERSTAND WHAT CONSTITUTES AN INAPPROPRIATE BUSINESS ACTIVITY. GIFTS THAT CREATE A CONFLICT OF INTEREST MUST BE RETURNED. INDIVIDUALS WITH DOCUMENTED CONFLICTS MUST ABSTAIN FROM ANY DECISION MAKING SPECIFIC TO THE IDENTIFIED AREA. AN ANNUAL REPORT IS PREPARED AND PROVIDED TO THE HOSPITAL'S PRESIDENT AND CEO AS WELL AS BOARD OF MANAGERS; THIS COMPREHENSIVE REPORT INCLUDES ALL INTEGRITY COMPLIANCE ISSUES AS WELL AS ANY NEWLY IDENTIFIED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION COMPENSATION DECISIONS FOR THE ORGANIZATION'S CEO, CFO AND SENIOR MANAGEMENT (KEY EMPLOYEES) ARE MADE THROUGH ITS EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS SOLELY OF MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH REGARDS TO COMPENSATION MATTERS. THE BOARD UTILIZES AN INDEPENDENT OUTSIDE CONSULTANT TO DETERMINE EXECUTIVE COMPENSATION. THE CONSULTANT PRESENTS NATIONAL AND REGIONAL COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THE DATA INCLUDES COMPREHENSIVE SALARY AND BENEFITS INFORMATION FOR THE CEO, CFO AND KEY EMPLOYEES INCLUDING COMPARISON OF BASE PAY, INCENTIVE PAY, BENEFITS AND TOTAL COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPARATIVE DATA FOR THE CEO AND CFO AND VOTES TO APPROVE THEIR COMPENSATION. THE CEO USES COMPARATIVE MARKET DATA TO DETERMINE PROPOSED BASE PAY COMPENSATION INCREASES AND POTENTIAL INCENTIVE PAY FOR ALL OTHER SENIOR MANAGERS AND PRESENTS THIS TO THE EXECUTIVE COMMITTEE FOR THEIR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL RELEVANT INFORMATION AND VOTES TO ACCEPT THE RECOMMENDATIONS OF THE CEO FOR SENIOR MANAGER PAY. ALL DATA PRESENTED, AS WELL AS COMPENSATION DELIBERATIONS AND VOTES, ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. THE MOST RECENT COMPENSATION STUDY WAS PERFORMED IN SEPTEMBER 2022. FORM 990, PART VI, SECTION B, LINE 16B: PARTICIPATION IN JOINT VENTURE ARRANGEMENTS STURDY MEMORIAL HOSPITAL HAS A POLICY REQUIRING EVALUATION OF ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL AND STATE LAW. THE HOSPITAL REQUIRES THAT ANY VENTURE OR ARRANGEMENT WITH THIRD PARTIES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE HOSPITAL'S EXEMPTION, SUCH AS POLITICAL ACTIVITIES, SUBSTANTIAL LOBBYING, PRIVATE INUREMENT OR SUBSTANTIAL NONEXEMPT ACTIVITIES. THE HOSPITAL SHALL MAINTAIN CONTROL, PRIORITIZE ITS EXEMPT PURPOSES, ENTER CONTRACTS AT ARMS-LENGTH, REQUIRE TRANSPARENT REPORTING, AND ENSURE ANY VENTURE COMPLY WITH INTERNAL REVENUE CODE SECTION 501(R). THE HOSPITAL'S MANAGEMENT SHALL NEGOTIATE ANY VENTURES OR ARRANGEMENTS WITH THE ASSISTANCE OF LEGAL COUNSEL, IF NECESSARY, AND THE HOSPITAL'S BOARD OF MANAGERS APPROVES ANY VENTURE OR ARRANGEMENT. THE HOSPITAL CURRENTLY PARTICIPATES IN SEVERAL VENTURES, ALL RELATED TO HEALTH CARE OPERATIONS. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE HOSPITAL MAKES AVAILABLE COPIES OF ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 32,070,600. NET ASSETS RELEASED FROM RESTRICTIONS 643,075. STURDY HEALTH INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042709501 PHYSICIANS MA 501(C)(3) LINE 12B, II SHF 0 STURDY HEALTH FOUNDATION INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042103631 DEVELOPMENT MA 501(C)(3) LINE 12B, II N/A 0 EMORY STREET RADIOLOGY ASSOCIATES INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 043137282 RADIOLOGY MA 501(C)(3) LINE 12B, II SHF 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II STURDY HEALTH, INC.'S PRIMARY ACTIVITIES: PROVIDE PRIMARY AND SPECIALTY MEDICAL CARE IN THE STURDY MEMORIAL HOSPITAL SERIVCE AREA AND RECRUIT PHYSICIANS TO EXPAND AND PROVIDE QUALITY MEDICAL CARE. STURDY HEALTH FOUNDATION, INC.'S PRIMARY ACTIVITIES: ENGAGE IN PHILANTHROPIC ACTIVITIES THAT SUPPORT THE MISSION AND PURPOSE OF STURDY MEMORIAL HOSPITAL, INC.