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STURDY MEMORIAL HOSPITAL: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STURDY MEMORIAL HOSPITAL (EIN 04-2768252)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-02
IRS object ID
202332149349300123
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-02T09:50:36-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 STATE ST 13TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042768252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STURDY MEMORIAL HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTURBusinessNameControlTxt
Phone5082225200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 PARK STREET PO BOX 2963AddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP027030963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY PFEFFERPersonNm
Person TitleCFOPersonTitleTxt
Phone5082368150PhoneNum
Signature2023-08-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastPFEFFERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone6177237900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAIMEE B BREWERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 PARK STREET PO BOX 2963AddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP027030963ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$407,536,190GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STURDYHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1913FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROVIDING 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.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1977TotalEmployeeCnt
Total Volunteers577TotalVolunteersCnt
Total Gross UBI$21,130TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,263NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,863,835PYContributionsGrantsAmt
CY Contributions Grants$2,890,033CYContributionsGrantsAmt
PY Program Service Revenue$229,937,634PYProgramServiceRevenueAmt
CY Program Service Revenue$232,254,712CYProgramServiceRevenueAmt
PY Investment Income$27,578,796PYInvestmentIncomeAmt
CY Investment Income$29,892,474CYInvestmentIncomeAmt
PY Other Revenue$9,883,848PYOtherRevenueAmt
CY Other Revenue$13,610,215CYOtherRevenueAmt
PY Total Revenue$274,264,113PYTotalRevenueAmt
CY Total Revenue$278,647,434CYTotalRevenueAmt
PY Grants And Similar Paid$10,019,862PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,994,427CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$134,261,238PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$138,308,810CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$107,443,914PYOtherExpensesAmt
CY Other Expenses$111,479,456CYOtherExpensesAmt
PY Total Expenses$251,725,014PYTotalExpensesAmt
CY Total Expenses$264,782,693CYTotalExpensesAmt
PY Revenues Less Expenses$22,539,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,864,741CYRevenuesLessExpensesAmt
Total Assets BOY$572,094,227TotalAssetsBOYAmt
Total Assets EOY$494,641,614TotalAssetsEOYAmt
Total Liabilities BOY$57,154,523TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,922,659TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$514,939,704NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$450,718,955NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$231,132,948ExpenseAmt
Grant$14,994,427GrantAmt
Revenue$232,254,712RevenueAmt
DescSTURDY 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 10,851 INPATIENTS AND OBSERVATION PATIENTS, INCLUDING BIRTHS, OF WHICH THERE WERE 553. (CONTINUED ON SCHEDULE O).THE HOSPITAL TREATED 48,877 PATIENTS IN THE EMERGENCY ROOM AND PERFORMED SURGERY ON 1,406 INPATIENTS AND 8,919 OUTPATIENTS.THE HOSPITAL PROVIDES MANY OTHER SERVICES OF WHICH THE FOLLOWING IS A PARTIAL LIST: ONCOLOGY 8,277 VISITS; MANSFIELD HEALTH CENTER- 24,782 VISITS; CARDIAC REHABILITATION- 8,277 VISITS; AND WOUND CARE- 3,678 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 $14,480,928 IN SERVICES FOR THOSE WHO COULD NOT PAY (FREE CARE) OR WOULD NOT PAY (BAD DEBT) IN FISCAL YEAR 2022. IN ADDITION, THE HOSPITAL PROVIDED APPROXIMATELY $14,179,989 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.Desc
Total Program Service Expenses$231,132,948TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document113IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1977EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY PFEFFERPersonNm
Phone5082368150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 PARK STREET PO BOX 2963AddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP027030963ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
COLLEEN MCGAHAN
CLERK (THRU 06/2022)2.001.00Yes (X)Yes (X)$0$0$0
RICHARD DIGIACOMO
DIRECTOR/CLERK (AS OF 07/2022)2.001.00Yes (X)Yes (X)$0$0$0
JOHN KORONA
CHAIR2.003.00Yes (X)Yes (X)$0$0$0
STEPHEN BURLONE
DIRECTOR2.001.00Yes (X)$0$0$0
PATRICIA COCHRANE
DIRECTOR (THRU 12/2021)2.001.00Yes (X)$0$0$0
MARK COOPER
DIRECTOR (THRU 02/2022)2.001.00Yes (X)$0$0$0
KEVIN CRYAN
DIRECTOR (AS OF 01/2022)2.001.00Yes (X)$0$0$0
JAMES DELISIO
DIRECTOR (AS OF 03/2022)2.001.00Yes (X)$0$0$0
DWAYNE DEMOND
DIRECTOR2.001.00Yes (X)$0$0$0
EDWARD DION JR
DIRECTOR (THRU 12/2021)2.001.00Yes (X)$0$0$0
ROGER FORMAN
DIRECTOR2.001.00Yes (X)$0$0$0
JEAN SIDALL-BENSSON MD
PHYSICIAN DIRECTOR (THRU 12/2021)2.0041.00Yes (X)$0$240,358$153,083
LAURA GIGNAC
DIRECTOR2.001.00Yes (X)$0$0$0
PAUL HEROUX
DIRECTOR2.001.00Yes (X)$0$0$0
DENNIS KELLY
DIRECTOR2.001.00Yes (X)$0$0$0
DONNA KIMMEL
DIRECTOR (AS OF 01/2022)2.001.00Yes (X)$0$0$0
THOMAS NOEL
DIRECTOR2.001.00Yes (X)$0$0$0
RALPH SCHLENKER
DIRECTOR2.003.00Yes (X)$0$0$0
RONALD VAN NESS-OTUNNU MD
ASSOC DIR (THRU 12/21)/PHYSICIAN DIR.42.001.00Yes (X)$407,178$0$201,218
AIMEE BREWER
PRESIDENT & CEO (AS OF 10/2021)37.0011.00Yes (X)$190,673$0$6,009
AMY PFEFFER
CFO & TREASURER35.0010.00Yes (X)$475,213$0$549,284
BLAIR BISHER
COO (THRU 05/2022)8.0037.00Yes (X)$291,497$0$22,267
JOSEPH CASEY
PRESIDENT & CEO (THRU 10/2021)37.0011.00Yes (X)$1,211,977$0$110,022
WAYNE GIETZ
EVP/COO (AS OF 07/2022)20.0025.00Yes (X)$0$0$0
CAROLYN ROSS
CHIEF HR OFFICER (THRU 06/2022)32.008.00$266,511$0$76,939Yes (X)
DAVID SPOOR
SVP OF PATIENT SRVS/CHF. OF NURSING45.000.00$275,218$0$225,367Yes (X)
ROBIN MORRIS
SVP OF CLINICAL OPS & INTEGRITY45.000.00$310,385$0$114,835Yes (X)
BRIAN PATEL MD
CHIEF, AMBULATORY40.000.00$516,987$0$390,153Yes (X)
MARK MCGUIRE MD
PHYSICIAN40.000.00$399,615$0$380,683Yes (X)
MICHAEL DEMELIS MD
PHYSICIAN40.000.00$288,198$0$323,429Yes (X)
ZACHARY HARNETT MD
PHYSICIAN40.000.00$309,092$0$156,763Yes (X)
LAURINE THORNTON-POTTER MD
PHYSICIAN40.000.00$322,005$0$119,303Yes (X)
BRIAN KELLY MD
VP & CMO40.006.00$489,648$0$88,112Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,754,197TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$240,358TotReportableCompRltdOrgAmt
Total Other Compensation$2,917,467TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K193IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AYA HEALTHCARE INC
PO BOX 123519DALLASTX753123519CONTRACT LABOR$3,690,398
ACCOUNTABLE HEALTHCARE STAFFING
PO BOX 732800DALLASTX753732800CONTRACT LABOR$2,265,929
REMEDI HEALTH SOLUTIONS
90 LAKE STERLINE GATE DRIVESPRINGTX77379CONSULTING$2,009,180
FASTAFF LLC
5700 S QUEBEC STREET SUITE 300GREENWOOD VILLAGECO80110CONTRACT LABOR$1,494,257
ARUP LABORATORIES INC
PO BOX 27964SALT LAKE CITYUT84127REFERENCE LABS$1,218,082
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K32CntrctRcvdGreaterThan100KCnt
Government Grants$2,890,033GovernmentGrantsAmt
Total Contributions$2,890,033TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
NET PATIENT SERVICE REVENUE621400$226,418,541$226,418,541
INCENTIVE PAYMENTS900099$1,302,160$1,302,160
REBATES, REFUNDS AND DISCOUNTS621990$841,986$841,986
CAFETERIA SALES722514$794,264$794,264
PATIENT RELATED REVENUE, OTHER621990$218,794$218,794

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,678,967TotalRevenueColumnAmt
Related Or Exempt Func Income$2,662,635RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,332UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$232,254,712TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,347,584TotalRevenueColumnAmt
Unrelated Business Revenue$4,798UnrelatedBusinessRevenueAmt
Exclusion$11,342,786ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$51,615RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$51,615RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,615TotalRevenueColumnAmt
Exclusion$51,615ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$147,338,952SecuritiesAmt
Other$94,694OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$128,826,256SecuritiesAmt
Other$62,500OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,512,696SecuritiesAmt
Other$32,194OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,544,890TotalRevenueColumnAmt
Exclusion$18,544,890ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPENSION/POST RETIREMENT ADJSTMENTDesc
Business900099BusinessCd
Total Revenue Column$13,558,600TotalRevenueColumnAmt
Exclusion$13,558,600ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,558,600OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$278,647,434TotalRevenueColumnAmt
Related Or Exempt Func Income$231,444,116RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$21,130UnrelatedBusinessRevenueAmt
Exclusion$44,292,155ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,893,627TotalAmt
Program Services$14,893,627ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$100,800TotalAmt
Program Services$100,800ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,367,355TotalAmt
Management And General$2,367,355ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$100,581,545TotalAmt
Program Services$86,191,345ProgramServicesAmt
Management And General$14,390,200ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,508,240TotalAmt
Program Services$12,146,299ProgramServicesAmt
Management And General$2,361,941ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,699,665TotalAmt
Program Services$12,306,560ProgramServicesAmt
Management And General$2,393,105ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,152,005TotalAmt
Program Services$5,150,459ProgramServicesAmt
Management And General$1,001,546ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$250,958TotalAmt
Management And General$250,958ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$240,280TotalAmt
Management And General$240,280ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$68,218TotalAmt
Management And General$68,218ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$527,320TotalAmt
Management And General$527,320ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,892,486TotalAmt
Program Services$22,020,708ProgramServicesAmt
Management And General$3,871,778ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$103,543TotalAmt
Management And General$103,543ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,726,962TotalAmt
Program Services$2,406,871ProgramServicesAmt
Management And General$320,091ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,901,747TotalAmt
Program Services$6,653,891ProgramServicesAmt
Management And General$1,247,856ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,624,906TotalAmt
Program Services$3,589,237ProgramServicesAmt
Management And General$1,035,669ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$96,894TotalAmt
Program Services$54,941ProgramServicesAmt
Management And General$41,953ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$167,439TotalAmt
Program Services$72,382ProgramServicesAmt
Management And General$95,057ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,376,920TotalAmt
Program Services$7,970,382ProgramServicesAmt
Management And General$1,406,538ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,349,529TotalAmt
Program Services$827,770ProgramServicesAmt
Management And General$521,759ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$44,626,475$44,618,106$8,369
PROVSN FOR DOUBTFL DEBT$6,473,196$6,473,196
MAINTENANCE & REPAIRS$3,573,771$3,391,119$182,652
LICENSES & TAXES$2,137,141$1,856,597$280,544

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,341,671TotalAmt
Program Services$408,658ProgramServicesAmt
Management And General$933,013ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$264,782,693TotalAmt
Program Services$231,132,948ProgramServicesAmt
Management And General$33,649,745ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,316BOYAmt
EOY$1,311EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,786,121BOYAmt
EOY$6,333,041EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,238,758BOYAmt
EOY$21,700,147EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,167,895BOYAmt
EOY$5,769,342EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,463,560BOYAmt
EOY$5,426,402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$219,100,387LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$138,767,329LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$66,129,870BOYAmt
EOY$80,333,058EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$332,517,717BOYAmt
EOY$272,779,723EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$26,753,344BOYAmt
EOY$15,151,918EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,198,688BOYAmt
EOY$3,388,705EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$91,836,958BOYAmt
EOY$83,757,967EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$572,094,227BOYAmt
EOY$494,641,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$51,994,396BOYAmt
EOY$37,283,238EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,160,127BOYAmt
EOY$6,639,421EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,154,523BOYAmt
EOY$43,922,659EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$514,917,113BOYAmt
EOY$450,696,364EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,591BOYAmt
EOY$22,591EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$514,939,704BOYAmt
EOY$450,718,955EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$572,094,227BOYAmt
EOY$494,641,614EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,864,741ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$70,149,244NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$7,936,246OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$68,218OtherActivitiesAmt
Total Lobbying Expenditures$68,218TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1BPAID 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 1IDIRECT CONTACT THE AMOUNT REPRESENTS LOBBYING EXPENSES PAID TO TREMONT STRATEGIES GROUP ($49,133) AND A PERCENTAGE OF THE HOSPITAL'S ANNUAL APPORTIONMENT OF MHA DUES ATTRIBUTED TO LOBBYING EXPENSES. FOR FISCAL 2022 IT WAS ESTIMATED THAT 14.15% ($19,085) OF MHA DUES WAS USED FOR LOBBYING PURPOSES.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,576,106BeginningYearBalanceAmt
Contributions$11,145ContributionsAmt
Investment Earnings Or Losses-$1,599,479InvestmentEarningsOrLossesAmt
Other Expenditures$366,019OtherExpendituresAmt
End Year Balance$7,621,753EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,325,598BeginningYearBalanceAmt
Contributions$14,097ContributionsAmt
Investment Earnings Or Losses$1,539,830InvestmentEarningsOrLossesAmt
Other Expenditures$303,419OtherExpendituresAmt
End Year Balance$9,576,106EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,799,091BeginningYearBalanceAmt
Contributions$8,039ContributionsAmt
Investment Earnings Or Losses$630,094InvestmentEarningsOrLossesAmt
Other Expenditures$111,626OtherExpendituresAmt
End Year Balance$8,325,598EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,742,025BeginningYearBalanceAmt
Contributions$199,655ContributionsAmt
Investment Earnings Or Losses-$688InvestmentEarningsOrLossesAmt
Other Expenditures$141,901OtherExpendituresAmt
End Year Balance$7,799,091EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,443,544BeginningYearBalanceAmt
Contributions$19,840ContributionsAmt
Investment Earnings Or Losses$615,380InvestmentEarningsOrLossesAmt
Other Expenditures$336,739OtherExpendituresAmt
End Year Balance$7,742,025EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.51000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.49000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,535,855OtherCostOrOtherBasisAmt
Book Value$2,535,855BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$134,353,967OtherCostOrOtherBasisAmt
Depreciation$81,331,286DepreciationAmt
Book Value$53,022,681BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,388,857OtherCostOrOtherBasisAmt
Depreciation$55,853,724DepreciationAmt
Book Value$24,535,133BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,821,708OtherCostOrOtherBasisAmt
Depreciation$1,582,319DepreciationAmt
Book Value$239,389BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$80,333,058TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
PREPAID PENSION$79,774,600
DUE FROM AFFILIATES$2,600,867
INSURANCE RECOVERIES$1,382,500
FieldValueIRS element (for citing)
Total Book Value Other Assets$83,757,967TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
DUE TO AFFILIATE$3,093,964
INSURANCE CLAIMS, LONG TERM$1,117,500
ASSET RETIREMENT OBLIGATION$998,823
WORKERS COMP. SELF-INSURANCE RESV.$948,334
ACCRD. POSTRETIREMENT HEALTH BENF.$480,800
FieldValueIRS element (for citing)
Total Liability$6,639,421TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$201,706,228TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$70,149,244NetUnrealizedGainsInvstAmt
Other Revenue-$6,264,642OtherRevenueAmt
Revenue Not Reported-$76,413,886RevenueNotReportedAmt
Revenue Subtotal$278,120,114RevenueSubtotalAmt
Investment Expenses Not Incld$527,320InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$527,320RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$278,647,434TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$257,782,177TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$257,782,177ExpensesSubtotalAmt
Investment Expenses Not Incld2$527,320InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$6,473,196OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,000,516ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$264,782,693TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ENDOWMENT FUNDS STURDY MEMORIAL FOUNDATION, INC. MAINTAINS ENDOWMENT FUNDS (RESTRICTED TO PRINCIPAL) FOR THE BENEFIT OF STURDY MEMORIAL 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 -6,473,196. NET ASSETS RELEASED FROM RESTRICTIONS 208,554.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PROVISION FOR BAD DEBT 6,473,196.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent150Yes (X)Percent150Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,615,700TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$891,819DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,723,881NetCommunityBenefitExpnsAmt
Total Expense0.00650TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$35,645,501TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$25,146,359DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,499,142NetCommunityBenefitExpnsAmt
Total Expense0.03970TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,901,515TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,353,218DirectOffsettingRevenueAmt
Net Community Benefit Expns$548,297NetCommunityBenefitExpnsAmt
Total Expense0.00210TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$44,162,716TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$31,391,396DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,771,320NetCommunityBenefitExpnsAmt
Total Expense0.04830TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$470,191TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$470,191NetCommunityBenefitExpnsAmt
Total Expense0.00180TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,903,083TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,094,600DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,808,483NetCommunityBenefitExpnsAmt
Total Expense0.03330TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$61,911TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$61,911NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$13,435,185TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,094,600DirectOffsettingRevenueAmt
Net Community Benefit Expns$9,340,585NetCommunityBenefitExpnsAmt
Total Expense0.03530TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$57,597,901TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$35,485,996DirectOffsettingRevenueAmt
Net Community Benefit Expns$22,111,905NetCommunityBenefitExpnsAmt
Total Expense0.08360TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$57,739TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$57,739NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,841TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,841NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Total Community Benefit Expns$90,706TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$90,706NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$75,806TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$75,806NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs10ActivitiesOrProgramsCnt
Total Community Benefit Expns$226,092TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$226,092NetCommunityBenefitExpnsAmt
Total Expense0.00080TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReportedInd
Bad Debt Expense$3,070,237BadDebtExpenseAmt
Bad Debt Expense Attributable$710,453BadDebtExpenseAttributableAmt
Reimbursed By Medicare$67,319,436ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$74,081,902CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$6,762,466MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STURDY MEMORIAL HOSPITAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2963 211 PARK STREETAddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02703ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.STURDYMEMORIAL.ORGWebsiteAddressTxt
State License2100StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1STURDY MEMORIAL HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE SECTION CStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care150.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE SECTION CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE SECTION CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE SECTION CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Other Actions TakenYes (X)OtherActionsTakenInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 CHNA PROCESS. HOLLERAN CONSULTING, AN INDEPENDENT RESEARCH AND CONSULTING 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. THE HOSPITAL IDENTIFIED, WITH ASSISTANCE FROM HOLLERAN CONSULTING, 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, MISSING RESOURCES/SERVICES, ACCESS TO HEALTH CARE, 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 HEALTH 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 9: HOSPITAL FACILITY'S WEBSITE - IMPLEMENTATION STRATEGYSTURDY MEMORIAL'S COMMUNITY HEALTH NEEDS ASSESSMENT WAS APPROVED BY THE BOARD OF MANAGERS ON SEPTEMBER 23, 2019. THE BOARD OF MANAGERS APPROVED THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN ON JANUARY 27, 2020, WITHIN THE STATUTORY ADOPTION PERIOD. AN UPDATED IMPLEMENTATION STRATEGY WAS APPROVED FOR FY2023-FY2025 ON OCTOBER 24, 2022.STURDY 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 HAS DECIDED THEIR PRIORITIZED FOCUS WILL REMAIN 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 SPECIALIST 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 AREA. 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 STURDY HEALTH, INC. F/K/A STURDY MEMORIAL ASSOCIATES (SMA), AN AFFILIATE. STURDY ALSO PLANS TO REDUCE BARRIERS TO CARE BY CONTINUING TO PROVIDE TELEMEDICINE OPPORTUNITIES. DUE TO COVID, THE HOSPITAL AND ASSOCIATES WERE HAMPERED IN THEIR ABILITY TO PROVIDE OFF-HOURS CLINICS THAT CAN ACCOMMODATE INDIVIDUALS WHO HAVE LIMITED DAYTIME FLEXIBILITY, HOWEVER ONE INTERNAL MEDICINE PROVIDER WITH EVENING HOURS WAS ADDED. STURDY RECEIVED A GRANT TO PROVIDE TRANSPORTATION AND WILL CONTINUE TO PARTICIPATE IN THE YMCA'S CARS (COMMUNITY ACCESS TO RIDES) PROGRAM TO ASSIST INDIVIDUALS WHO LACK TRASPORTATION OPTIONS. 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 COLUMN HEALTH, A PROVIDER OF INTEGRATED MENTAL HEALTH/SUBSTANCE ABUSE PROGRAMS. OTHER INITIATIVES WILL CONTINUE SCREENING AND EDUCATION, INCREASE PRIMARY AND SPECIALTY PROVIDERS WITHIN SMA 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. 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. 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 OVERWEIGHT/OBESITY 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. ADDITIOANLLY, FOOD INSECURITY AFFETS SOME RESIDENTS IN OUR SERVICE AREA. TO ADDRESS THESE NEEDS, STURDY WILL WORK WITH OUR FOOD SERVICES DEPARTMENT TO PROVIDE HEALTHIER MEAL OPTIONS TO INPATIENTS AND CAFETERIA CUSTOMERS, PROVIDE IN-PERSON AND VIRTUAL FOOD AND NUTRITION EDUCATION, PROVIDE AND SUPPORT HEALTH EDUCATION SUCH AS YOGA, MEDITATION AND TAI CHI, AND WILL HOST COMMUNITY EVENTS INVOLVING EXERCISE HEALTHY LIVING AND WELLNESS.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.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.
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Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp

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Business Name Line11 - MANSFIELD HEALTH CENTERBusinessNameLine1Txt

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FieldValueIRS element (for citing)
FacilityLICENSED OUTPUT CLINIC PHYSICIAN PRACTICEFacilityTxt

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 $6,473,196 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 WELLBEING 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. THE ORGANINIZATION WORKS WITH LOCAL, STATE AND FEDERAL LAW ENFORCEMENT AND OTHER FIRST RESPONDERS ON MATTERS OF PUBLIC SAFETY. THE HOSPITAL PROVIDES TRAINING OPPORTUNITIES FOR LOCAL STUDENTS COMPLETING MEDICAL LABORATORY TECHNICIAN AND PHLEBOTOMY PROGRAMS. HIGH SCHOOL STUDENTS INTERESTED IN HEALTH CARE CAREERS MAY SHADOW STAFF MEMBERS OR PARTICIPATE IN INTERNSHIPS. SOME COMMUNITY BUILDING ACTIVITIES WERE TEMPORARILY SUSPENDED IN FY21 DUE TO THE COVID CRISIS.
PART III, LINE 2:BAD DEBT EXPENSE - EXPLANATION FOR PART III, LINES 2, 3 AND 4EFFECTIVE 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 BENEFITS REPORT IS DEVELOPED TO REFLECT ON ACTIVITIES FROM THE PRIOR YEAR AND PROVIDE RECOMMENDATIONS FOR THE HOSPITAL'S FOCUS ON COMMUNITY INVOLVEMENT FOR THE FOLLOWING YEAR. COMMUNITY BENEFITS PLANNING IS INTEGRATED INTO STURDY'S ANNUAL PLANNING AND BUDGETING PROCESS TO ENSURE WE EFFECTIVELY SUPPORT COMMUNITY BENEFITS PROGRAMMING. 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 OUR CARE PROVIDERS AND COMMUNITY PARTNERS AND CONSIDER COMMITTING BUDGETED RESOURCES TO THOSE AREAS, WHENEVER APPROPRIATE, TO GUIDE EFFORTS TO IMPROVE COMMUNITY HEALTH AND WELLNESS. 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 250,000 INDIVIDUALS (BASED ON 2020 U.S. CENSUS DATA) IN 12 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, AND WALPOLE ARE CONSIDERED PART OF OUR SECONDARY SERVICE AREA. ADDITIONALLY, WE SERVE THE BORDERING TOWNS IN NEARBY RHODE ISLAND.
PART VI, LINE 5:PROMOTION OF COMMUNITY HEALTHSTURDY MEMORIAL HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH AND WELLBEING 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 50 COMMUNITY BENEFIT PROGRAMS. IN-PERSON PROGRAMS AND SUPPORT GROUPS RESUMED IN FY22 AND THE HOSPITAL WAS ABLE TO OFFER ADDITIONAL PROGRAMS VIRTUALLY. STUDY 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 MEMORIAL FOUNDATION, AFFILIATES STURDY MEMORIAL HOSPITAL AND STURDY HEALTH, INC. F/K/A STURDY MEMORIAL ASSOCIATES 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 STATESMA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CITY OF ATTLEBORO
77 PARK STREETATTLEBOROMA02703046001378GOVT$18,000$0COMMUNITY SUPPORT
STURDY HEALTH INC
211 PARK STREET PO BOX 2963ATTLEBOROMA02703042706501501(C)(3)$14,799,697$0GENERAL SUPPORT
ATTLEBORO AREA INTERFAITH COLLABORATIVE
PO BOX 368ATTLEBOROMA02703042301039501(C)(3)$21,000$0COMMUNITY SUPPORT
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Total Other Org0TotalOtherOrgCnt

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Non Cash Assistance$100,800NonCashAssistanceAmt
Valuation Method UsedCOSTValuationMethodUsedDesc
Non Cash AssistanceCOVID TEST GIVEAWAYSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
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Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
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Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH CASEY
PRESIDENT & CEO (THRU 10/2021)$621,096$0$200,000$0$390,881$0$92,284$0$17,738$0$1,321,999$0$0$0
AMY PFEFFER
CFO & TREASURER$398,312$0$56,135$0$20,766$0$548,872$0$412$0$1,024,497$0$0$0
BRIAN PATEL MD
CHIEF, AMBULATORY$455,628$0$41,403$0$19,956$0$367,373$0$22,780$0$907,140$0$0$0
MARK MCGUIRE MD
PHYSICIAN$376,216$0$5,104$0$18,295$0$356,394$0$24,289$0$780,298$0$0$0
MICHAEL DEMELIS MD
PHYSICIAN$272,748$0$979$0$14,471$0$299,313$0$24,116$0$611,627$0$0$0
RONALD VAN NESS-OTUNNU MD
ASSOC DIR (THRU 12/21)/PHYSICIAN DIR$373,123$0$13,755$0$20,300$0$177,379$0$23,839$0$608,396$0$0$0
BRIAN KELLY MD
VP & CMO$382,123$0$43,415$0$64,110$0$70,581$0$17,531$0$577,760$0$0$0
DAVID SPOOR
SVP OF PATIENT SRVS/CHF. OF NURSING$226,826$0$28,010$0$20,382$0$216,029$0$9,338$0$500,585$0$0$0
ZACHARY HARNETT MD
PHYSICIAN$292,911$0$1,132$0$15,049$0$132,556$0$24,207$0$465,855$0$0$0
LAURINE THORNTON-POTTER MD
PHYSICIAN$303,329$0$1,203$0$17,473$0$95,056$0$24,247$0$441,308$0$0$0
ROBIN MORRIS
SVP OF CLINICAL OPS & INTEGRITY$242,504$0$45,485$0$22,396$0$105,476$0$9,359$0$425,220$0$0$0
JEAN SIDALL-BENSSON MD
PHYSICIAN DIRECTOR (THRU 12/2021)$0$208,718$0$30,404$0$1,236$0$142,554$0$10,529$0$393,441$0$0
CAROLYN ROSS
CHIEF HR OFFICER (THRU 06/2022)$228,744$0$17,333$0$20,434$0$76,692$0$247$0$343,450$0$0$0
BLAIR BISHER
COO (THRU 05/2022)$239,466$0$45,055$0$6,976$0$0$0$22,267$0$313,764$0$0$0
AIMEE BREWER
PRESIDENT & CEO (AS OF 10/2021)$161,464$0$29,209$0$0$0$0$0$6,009$0$196,682$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATAX INDEMNIFICATION AND GROSS-UP PAYMENTS HOSPITAL PAYMENTS TO RETIREMENT PLANS THAT ARE TAXABLE UPFRONT, ARE PARTIALLY GROSSED UP FOR TAXES. DURING CALENDER YEAR 2021, THE PRESIDENT AND CEO RECEIVED A PAYMENT (SEE SCHEDULE J, PART I, LINE 4 EXPLANATION FOR MORE DETAIL). ALSO, THE HOSPITAL PAID A BONUS TO ALL HOSPITAL EMPLOYEES. EMPLOYEES RECEIVED THE SAME NET AMOUNT (PRORATED FOR HOURS WORKED), WITH THE HOSPITAL EFFECTIVELY PAYING 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 AMY PFEFFER DURING CALENDAR YEAR 2021.
PART I, LINE 1BAPPROVAL FOR GROSS-UP PAYMENTS THE EXECUTIVE COMMITTEE APPROVES THE SUPPLEMENTAL RETIREMENT PLAN. THE ANNUAL BONUS AND DECISION TO GROSS UP THE AMOUNT IS DISCRETIONARY AND IS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN APPROVED BY THE BOARD OF MANAGERS.
PART I, LINE 4BSUPPLEMENTAL 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 2021. THE TOTAL OF NON-QUALIFIED RETIREMENT CONTRIBUTIONS IN 2021 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). JOSEPH CASEY ($19,500) PARTICIPATED IN THE PLAN IN 2021.
PART I, LINE 7NON-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 AN ACCRUAL OF BENEFITS RELATED TO THE HOSPITAL'S DEFINED BENEFIT PLAN. THIS ACCRUAL CALCULATION IS COMPLETED BY A THIRD PARTY AND THE ACCRUAL AMOUNT MAY SHIFT DEPENDING ON THE REQUIRED DISCOUNT RATE APPLIED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:EMPLOYEES REPORTED ON FORM W-3 STURDY MEMORIAL HOSPITAL, INC. IS THE COMMON PAYMASTER FOR STURDY HEALTH, INC. F/K/A STURDY MEMORIAL ASSOCIATES, INC. AND 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 1AVOTING 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 2BUSINESS RELATIONSHIPS WITH GOVERNING BODY JOSEPH CASEY AND EDWARD DION-BUSINESS RELATIONSHIP. 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 MEMORIAL FOUNDATION AND ITS AFFILIATES.
FORM 990, PART VI, SECTION A, LINE 6MEMBERS OR STOCKHOLDERS STURDY MEMORIAL 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 7AMEMBERS 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 MEMORIAL 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 11BFORM 990 REVIEW PROCESS FORM 990 IS PREPARED BY STURDY MEMORIAL'S TAX PROVIDERS, GRANT THORNTON LLP, 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 LLP, 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 12CCONFLICT 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 15PROCESS 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 19HOW 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 -8,240,000. NET ASSETS RELEASED FROM RESTRICTIONS 303,754.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
STURDY HEALTH INC
211 PARK STREET PO BOX 2963ATTLEBOROMA02703042709501PHYSICIANSMA501(C)(3)LINE 12B, IISMF0
STURDY MEMORIAL FOUNDATION INC
211 PARK STREET PO BOX 2963ATTLEBOROMA02703042103631DEVELOPMENTMA501(C)(3)LINE 12B, II0N/A
EMORY STREET RADIOLOGY ASSOCIATES INC
211 PARK STREET PO BOX 2963ATTLEBOROMA02703043137282RADIOLOGYMA501(C)(3)LINE 12B, IISMHYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceRELATED TAX-EXEMPT ORGANIZATIONSFormAndLineReferenceDesc
ExplanationSCHEDULE R, PART II STURDY HEALTH, INC. F/K/A STURDY MEMORIAL ASSOCIATES, 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 MEMORIAL FOUNDATION, INC.'S PRIMARY ACTIVITIES: ENGAGE IN PHILANTHROPIC ACTIVITIES THAT SUPPORT THE MISSION AND PURPOSE OF STURDY MEMORIAL HOSPITAL, INC.ExplanationTxt