SACRED HEART HOSPITAL OF ALLENTOWN: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART HOSPITAL OF ALLENTOWN (EIN 23-1352208)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201911349349302141
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:04:23-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352208 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART HOSPITAL OF ALLENTOWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS P LICHTENWALNER | InCareOfNm |
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 6107764500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W CHEW STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181023406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P LICHTENWALNER | PersonNm |
| Person Title | SVP FINANCE/CFO | PersonTitleTxt |
| Phone | 4845264000 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 9738989494 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.36.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191345000043 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EAB307D2E8AFAB6AF4FCC2E4D32CBEA4C05B2A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4F49B62ABB70139397F9A781BA9C9E9BE652F2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSP-SACRED HEART CAMPUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN L NESPOLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W CHEW STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181023406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,183,880 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ORGANIZATION IS COMMITTED TO PROVIDING HEALTHCARE & WELLNESS FROM CONCEPTION TO NATURAL DEATH, THROUGH QUALITY SVCS & PROG BASED ON CATHOLIC ETHICAL & RELIGIOUS DIRECTIVES | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1022 | TotalEmployeeCnt |
| Total Volunteers | 111 | TotalVolunteersCnt |
| Total Gross UBI | $456,046 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$589,054 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $943,752 | PYContributionsGrantsAmt |
| CY Contributions Grants | $565,201 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,228,155 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,888,530 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,182 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,784,285 | PYOtherRevenueAmt |
| CY Other Revenue | $1,618,435 | CYOtherRevenueAmt |
| PY Total Revenue | $98,104,961 | PYTotalRevenueAmt |
| CY Total Revenue | $86,118,348 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,007 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,576 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,689,042 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,743,479 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,635,731 | PYOtherExpensesAmt |
| CY Other Expenses | $46,144,736 | CYOtherExpensesAmt |
| PY Total Expenses | $100,381,780 | PYTotalExpensesAmt |
| CY Total Expenses | $91,904,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,276,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,786,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,832,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,082,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,472,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,342,075 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,360,295 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$8,259,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION IS COMMITTED TO PROVIDING HEALTHCARE AND WELLNESS, FROM CONCEPTION TO NATURAL DEATH, THROUGH QUALITY SERVICES AND PROGRAMS BASED ON CATHOLIC ETHICAL AND RELIGIOUS DIRECTIVES. THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK HAS AN UNWAVERING COMMITMENT TO EXCELLENCE AS WE CARE FOR THE SICK AND INJURED, EDUCATE PHYSICIANS, NURSES AND OTHER HEALTHCARE PROVIDERS; AND IMPROVE ACCESS TO CARE IN THE COMMUNITIES WE SERVE. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $39,877,550 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $42,779,057 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY INPATIENT SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. DURING THE FISCAL YEAR ENDED JUNE 30, 2018 THERE WERE 4,005 CASES FOR A TOTAL OF 33,342 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,924,004 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $33,940,300 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY OUTPATIENT SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. DURING THE FISCAL YEAR ENDED JUNE 30, 2018 THERE WERE 114,906 CASES FOR A TOTAL OF 114,906 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,351,020 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,788,476 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY EMERGENCY ROOM SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. DURING THE FISCAL YEAR ENDED JUNE 30, 2018 THERE WERE 28,385 CASES FOR A TOTAL OF 28,385 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,563,394 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $16,576 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,836,743 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $82,715,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1022 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P LICHTENWALNER | PersonNm |
| Phone | 4845264000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OSTRUM STREET | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAUL HUCK | ||||||||
| CHAIRMAN - TRUSTEE | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT ZENZ | ||||||||
| VICE CHAIRMAN - TRUSTEE | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRICIA BERNECKER PHD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE CHOVANES MD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV JOHN GIBBONS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE J GOSTLEY-HACKETT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV THOMAS J KULLER SJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L NESPOLI | ||||||||
| TRUSTEE - PRESIDENT/CEO | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $960,085 | $274,976 | |
| JAMES M SEITZINGER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| H DONALD WILLS MD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES FRONHEISER | ||||||||
| TRUSTEE (7/1/17 - 3/1/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER ISAAC MD | ||||||||
| TST-MD STF PRES(7/1/17-3/1/18) | 10.0 | 0.0 | Yes (X) | $14,588 | $0 | $0 | ||
| WILLIAM J SCHARLE | ||||||||
| TRUSTEE (7/1/17 - 3/1/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS SHOENBERGER MD | ||||||||
| TRUSTEE (7/1/17 - 3/1/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN A LANSHE ESQ | ||||||||
| SEC-VP GEN CNSL(7/1/17-4/2/18) | 55.0 | 0.0 | Yes (X) | $0 | $319,782 | $30,913 | ||
| DANIEL C CONFALONE | ||||||||
| TREAS - CFO (7/1/17 - 11/1/17) | 55.0 | 0.0 | Yes (X) | $0 | $475,763 | $25,086 | ||
| FRANK FORD | ||||||||
| CHIEF INTEGRATION OFFICER | 55.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A JAHRE MD | ||||||||
| SVP,MEDICAL & ACADEMIC AFFAIRS | 55.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P LICHTENWALNER | ||||||||
| SVP FINANCE & CFO | 55.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MANJU THOMAS MD | ||||||||
| PHYSICIAN | 55.0 | 0.0 | $250,541 | $0 | $22,597 | Yes (X) | ||
| ANDREW UNGER MD | ||||||||
| PHYSICIAN | 55.0 | 0.0 | $219,452 | $0 | $24,161 | Yes (X) | ||
| JENNIFER EPISCOPIO MD | ||||||||
| PHYSICIAN | 55.0 | 0.0 | $212,583 | $0 | $23,429 | Yes (X) | ||
| RICHARD T MARTIN MD | ||||||||
| PHYSICIAN | 55.0 | 0.0 | $206,258 | $0 | $14,386 | Yes (X) | ||
| DANIEL COLLER MD | ||||||||
| PHYSICIAN | 55.0 | 0.0 | $204,634 | $0 | $23,562 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,108,056 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,755,630 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $439,110 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRANT FACILITIES MANAGEMENT INC | |||||
| 188 FRIES MILL ROAD | TURNERSVILLE | NJ | 08012 | FACILITIES MGMT. | $2,780,061 |
| NTHRIVE | |||||
| PO BOX 733492 | DALLAS | TX | 753733492 | MED. RECORD CODING | $2,194,364 |
| MORRISON MANAGEMENT SPEC INC | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | FOOD MANAGEMENT | $1,598,723 |
| CERNER HEALTH SERVICES INC | |||||
| PO BOX 959167 | ST LOUIS | MO | 631959167 | IT | $640,317 |
| ARUP LABORATORIES | |||||
| PO BOX 27964 | SALT LAKE CITY | UT | 84127 | REFERENCE LABORATORY | $467,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $119,317 | RelatedOrganizationsAmt |
| Government Grants | $423,988 | GovernmentGrantsAmt |
| All Other Contributions | $21,896 | AllOtherContributionsAmt |
| Total Contributions | $565,201 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 541900 | $83,328,214 | $83,328,214 |
| OTHER HEALTHCARE RELATED REVENUE | 541900 | $560,316 | $560,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,888,530 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,609 | TotalRevenueColumnAmt |
| Exclusion | $104,609 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $780,026 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $780,026 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $780,026 | TotalRevenueColumnAmt |
| Exclusion | $780,026 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$58,427 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$58,427 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,427 | TotalRevenueColumnAmt |
| Exclusion | -$58,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $138,987 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $65,532 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,455 | TotalRevenueColumnAmt |
| Exclusion | $73,455 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| HEALTHCALL REVENUE | 900099 | $456,046 | $456,046 | |
| PARKING REVENUE | 900099 | $196,881 | $196,881 | |
| MOSS REHAB REVENUE | 900099 | $73,589 | $73,589 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,438 | TotalRevenueColumnAmt |
| Exclusion | $38,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $764,954 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,118,348 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,888,530 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $456,046 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,208,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,076 | TotalAmt |
| Program Services | $14,076 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,588 | TotalAmt |
| Program Services | $13,129 | ProgramServicesAmt |
| Management And General | $1,459 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,576,592 | TotalAmt |
| Program Services | $32,918,933 | ProgramServicesAmt |
| Management And General | $3,657,659 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,522 | TotalAmt |
| Program Services | $313,670 | ProgramServicesAmt |
| Management And General | $34,852 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,963,439 | TotalAmt |
| Program Services | $5,367,095 | ProgramServicesAmt |
| Management And General | $596,344 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,840,338 | TotalAmt |
| Program Services | $2,556,304 | ProgramServicesAmt |
| Management And General | $284,034 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,157,985 | TotalAmt |
| Program Services | $3,742,186 | ProgramServicesAmt |
| Management And General | $415,799 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,076 | TotalAmt |
| Program Services | $54,068 | ProgramServicesAmt |
| Management And General | $6,008 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,000 | TotalAmt |
| Program Services | $97,200 | ProgramServicesAmt |
| Management And General | $10,800 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,700 | TotalAmt |
| Program Services | $5,130 | ProgramServicesAmt |
| Management And General | $570 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,983,801 | TotalAmt |
| Program Services | $11,685,421 | ProgramServicesAmt |
| Management And General | $1,298,380 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,308 | TotalAmt |
| Program Services | $61,477 | ProgramServicesAmt |
| Management And General | $6,831 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,342 | TotalAmt |
| Program Services | $684,308 | ProgramServicesAmt |
| Management And General | $76,034 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,312 | TotalAmt |
| Program Services | $154,181 | ProgramServicesAmt |
| Management And General | $17,131 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,189 | TotalAmt |
| Program Services | $2,498,570 | ProgramServicesAmt |
| Management And General | $277,619 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,445 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
| Management And General | $1,445 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,266 | TotalAmt |
| Program Services | $78,539 | ProgramServicesAmt |
| Management And General | $8,727 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,308 | TotalAmt |
| Program Services | $789,577 | ProgramServicesAmt |
| Management And General | $87,731 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,691,464 | TotalAmt |
| Program Services | $4,222,318 | ProgramServicesAmt |
| Management And General | $469,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,635,862 | TotalAmt |
| Program Services | $1,472,276 | ProgramServicesAmt |
| Management And General | $163,586 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $12,254,192 | $11,028,773 | $1,225,419 | $0 |
| REPAIRS AND MAINTENANCE | $4,633,177 | $4,169,859 | $463,318 | $0 |
| DUES AND SUBSCRIPTIONS | $239,669 | $215,702 | $23,967 | $0 |
| OTHER EXPENSES | $619,640 | $557,676 | $61,964 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,904,791 | TotalAmt |
| Program Services | $82,715,968 | ProgramServicesAmt |
| Management And General | $9,188,823 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141 | BOYAmt |
| EOY | $2,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,800 | BOYAmt |
| EOY | $639,756 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,113,047 | BOYAmt |
| EOY | $4,313,521 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,723 | BOYAmt |
| EOY | $1,708,823 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,542,175 | BOYAmt |
| EOY | $992,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $111,539,245 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,650,510 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,219,260 | BOYAmt |
| EOY | $25,888,735 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,573,930 | BOYAmt |
| EOY | $5,845,130 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,480,076 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059,446 | BOYAmt |
| EOY | $9,212,525 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,832,522 | BOYAmt |
| EOY | $56,082,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,697,118 | BOYAmt |
| EOY | $12,630,241 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,084,042 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,629,799 | BOYAmt |
| EOY | $4,695,247 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,268 | BOYAmt |
| EOY | $47,016,587 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,472,227 | BOYAmt |
| EOY | $64,342,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,235,835 | BOYAmt |
| EOY | -$9,293,685 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,460 | BOYAmt |
| EOY | $1,034,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,360,295 | BOYAmt |
| EOY | -$8,259,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,832,522 | BOYAmt |
| EOY | $56,082,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,786,443 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$24,833,109 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $5,700 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,700 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B; LINES 1I | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A MEMBER OF THE HOSPITAL & HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $5,700. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,124,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$90,032 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,034,428 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,045,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $78,900 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,124,460 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,653,064 | BeginningYearBalanceAmt |
| Contributions | $340,461 | ContributionsAmt |
| Investment Earnings Or Losses | -$890,905 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,057,060 | OtherExpendituresAmt |
| End Year Balance | $1,045,560 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,526,527 | BeginningYearBalanceAmt |
| Contributions | $1,092,030 | ContributionsAmt |
| Investment Earnings Or Losses | $316,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,282,476 | OtherExpendituresAmt |
| End Year Balance | $3,653,064 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,893,410 | BeginningYearBalanceAmt |
| Contributions | $1,934,142 | ContributionsAmt |
| Investment Earnings Or Losses | $58,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,359,514 | OtherExpendituresAmt |
| End Year Balance | $6,526,527 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,445,773 | OtherCostOrOtherBasisAmt |
| Book Value | $1,445,773 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,027,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,296,208 | DepreciationAmt |
| Book Value | $15,731,294 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $360 | DepreciationAmt |
| Book Value | $990 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,895,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,353,942 | DepreciationAmt |
| Book Value | $8,541,145 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,533 | OtherCostOrOtherBasisAmt |
| Book Value | $169,533 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,888,735 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS WHO USE IS LIMITED | $3,802,707 | F |
| ORGANIZATION | $1,007,995 | F |
| PERPETUAL TRUSTS | $1,034,428 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,845,130 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM THIRD PARTIES | $0 |
| OTHER ASSETS | $0 |
| OTHER RECEIVABLES | $1,093,201 |
| DUE FROM AFFILIATES | $8,119,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,212,525 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $0 |
| DUE TO AFFILIATES | $10,774,484 |
| DUE TO THIRD-PARTY PAYORS | $1,467,635 |
| SELF-INSURANCE RESERVES | $1,586,668 |
| OTHER LIABILITIES | $625,416 |
| ST. LUKE'S REVOLVING NOTE PAYABLE | $32,562,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,016,587 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, QUESTION 4 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE PARENT ENTITY OF THE NETWORK. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE NETWORK AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE NETWORK'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE NETWORK'S ENDOWMENT FUNDS: THE NETWORK'S ENDOWMENT CONSISTS OF APPROXIMATELY $44,183,807 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS AND $97,925,511 BOARD-DESIGNATED ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES PLUS THE FOLLOWING WHERE THE ASSETS HAVE BEEN DESIGNATED FOR ENDOWMENT: SPLIT INTEREST AGREEMENTS, AND OTHER NET ASSETS. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. RETURN OBJECTIVES AND RISK PARAMETERS THE NETWORK HAS ADOPTED ENDOWMENT INVESTMENT AND SPENDING POLICIES THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. UNDER THIS POLICY, THE RETURN OBJECTIVE FOR THE ENDOWMENT ASSETS, MEASURED OVER A FULL MARKET CYCLE, SHALL BE TO MAXIMIZE THE RETURN AGAINST A BLENDED INDEX, BASED ON THE ENDOWMENT'S TARGET ALLOCATION APPLIED TO THE APPROPRIATE INDIVIDUAL BENCHMARKS. THE NETWORK EXPECTS ITS ENDOWMENT FUNDS OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN APPROXIMATING THE S&P 500 STOCK INDEX (DOMESTIC PORTION), MSCI EAFE INDEX (INTERNATIONAL PORTION) AND LEHMAN BROTHERS INTERMEDIATE GOVERNMENT/CORPORATE INDEX (BOND PORTION). ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THE INDEX RETURN AMOUNTS. STRATEGIES EMPLOYED FOR ACHIEVING INVESTMENT OBJECTIVES TO ACHIEVE ITS LONG-TERM RATE OF RETURN OBJECTIVES, THE NETWORK RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE NETWORK TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. ENDOWMENT SPENDING ALLOCATION AND RELATIONSHIP OF SPENDING POLICY TO INVESTMENT OBJECTIVES THE BOARD OF TRUSTEES OF THE NETWORK DETERMINES THE METHOD TO BE USED TO APPROPRIATE ENDOWMENT FUNDS FOR EXPENDITURE. CALCULATIONS ARE PERFORMED FOR INDIVIDUAL ENDOWMENT FUNDS AT A RATE OF 4.5% OF A THREE-YEAR MOVING AVERAGE MARKET VALUE WITH A MINIMUM INCREASE OF 0% AND A MAXIMUM INCREASE OF 10% PER YEAR OVER THE PREVIOUS YEAR'S SPENDING AMOUNT. THE TOTAL IS REDUCED BY THE INCOME DISTRIBUTED FROM THE ENDOWMENT FUND IN ACCORDANCE WITH THE PREFERENCES/RESTRICTIONS MADE BY THE DONORS. THE CORRESPONDING CALCULATED SPENDING ALLOCATIONS ARE DISTRIBUTED ANNUALLY BY JUNE 30. IN ESTABLISHING THIS POLICY, THE BOARD CONSIDERED THE EXPECTED LONG TERM RATE OF RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE NETWORK EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF 8% PERCENT ANNUALLY, CONSISTENT WITH ITS INTENTION TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent200 D | Yes (X) | Percent200DInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | false | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,585,092 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,585,092 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01720 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $25,046,173 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,464,971 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,581,202 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02810 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,631,265 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,464,971 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,166,294 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04530 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,498,847 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,362,994 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,135,853 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02320 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,819,774 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,385,261 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,434,513 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03740 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,318,621 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,748,255 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,570,366 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06060 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,949,886 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $25,213,226 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,736,660 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10590 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,962,542 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $924,193 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $16,477,024 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $18,390,903 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,913,879 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART HOSPITAL OF ALLENTOWN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W CHEW STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181023406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SHH.ORG | WebsiteAddressTxt |
| State License | 195501 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | BEHAVIORAL HEALTH SERVICES | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART HOSPITAL OF ALLENTOWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.SHH.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.SHH.ORG | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 200. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.shh.org | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | www.shh.org | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | www.shh.org | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART V, SECTION B; QUESTION 5 | BETWEEN JULY 2016 AND JUNE 2017, THE COALITION OF HOSPITALS AND THE ALLENTOWN AND BETHLEHEM HEALTH BUREAUS CONTINUED TO JOIN FORCES TO GATHER INFORMATION FOR THE FUTURE. THE LAST CHNA WAS COMPLETED BY JUNE 2016, THEREFORE REQUIRING US TO START ASSESSING THE OUTCOMES OF OUR INDIVIDUAL HOSPITAL IMPLEMENTATION PLANS. OUR GROUP MET TWICE IN CONJUNCTION WITH HOSPITALS AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA ("HAP") WHO HAS AGREED TO ASSIST IN THE ONGOING PROCESS OF DEVELOPING THE REGIONS COMMUNITY HEALTH NEEDS ASSESSMENT. WE ARE CURRENTLY CONSULTING WITH KEY STAKEHOLDERS AND PROFESSIONALS WHO PROVIDE COMMUNITY HEALTH RESOURCES NOT AFFILIATED WITH OUR HOSPITAL IN ORDER THAT WE MAY GAGE OUR PROGRESS. SACRED HEART HOSPITAL CONTINUES TO BE AN ACTIVE MEMBER OF THE HEALTH CARE COUNCIL OF THE LEHIGH VALLEY ("HCCLV"), WHO WORKED IN COLLABORATION WITH FOUR OTHER REGIONAL, NON-PROFIT ACUTE AND POST-ACUTE CARE HOSPITALS AND THE DOROTHY RIDER POOL TRUST TO DEVELOP THE REGION'S COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL PARTNERS OF THE HCCLV INCLUDE: - SACRED HEART HEALTHCARE SYSTEM - ST. LUKES UNIVERSITY HEALTH NETWORK - LEHIGH VALLEY HEALTH NETWORK - GOOD SHEPHERD REHABILITATION HOSPITAL - KIDSPEACE THE HCCLV'S APPROACH TO THE CHNA INCORPORATES BEST PRACTICE STANDARDS RECOMMENDED BY THE AMERICAN PUBLIC HEALTH ASSOCIATION ("APHA") AND THE ASSOCIATION FOR COMMUNITY HEALTH IMPROVEMENT ("ACHI") AND HAS ACTIVELY PARTNERED WITH MANY STAKEHOLDERS, COMMUNITY BASED ORGANIZATIONS AND COMMUNITY MEMBERS. THE DOROTHY RIDER POOL TRUST REACHED OUT TO TWO COMMUNITY-BASED ORGANIZATION'S, THE HISPANIC CENTER LEHIGH VALLEY IN BETHLEHEM AND THE RESURRECTED COMMUNITY DEVELOPMENT CORPORATION IN ALLENTOWN, AS ORGANIZATIONS TRUSTED WITHIN EACH COMMUNITY TO HOST THE FORUMS. THESE ORGNAIZATIONS PUBLICIZED THE EVENTS AMONG STAKEHOLDER, RECRUITED ATTENDESS, ORGANIZED REFRESHMENTS FROM LOCAL INDEPENDENT VENDORS, AND PROVIDED WELCOME AND INTRODUCTIONS AT THE START OF EACH FORUM. |
| SCHEDULE H, PART V, SECTION B; QUESTION 6A | SACRED HEART HOSPITAL'S CHNA WAS CREATED IN PARTNERSHIP WITH ST. LUKES UNIVERSITY HOSPITAL NETWORK, LEHIGH VALLEY HEALTH NETWORK, GOOD SHEPHERD REHABILITATION HOSPITAL, KIDSPEACE, AND SACRED HEART HEALTHCARE SYSTEM. THE ORIGINAL PARTNERSHIP ALSO INCLUDED THE DOROTHY RIDER POOL HEALTH CARE TRUST. |
| SCHEDULE H, PART V, SECTION B; QUESTION 6B | THE CHNA WAS CREATED IN PARTNERSHIP WITH HAP, AND BOTH THE ALLENTOWN AND BETHLEHEM HEALTH BUREAUS. |
| SCHEDULE H, PART V, SECTION B; QUESTION 7A & 7D | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK ("NETWORK"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE ORGANIZATION. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE NETWORK'S WEBSITE: https://www.shh.org/community-services/community-health-profile/ IN ADDITION TO THIS BEING MADE AVAILABLE TO THE PUBLIC ON OUR WEBSITE, ALL PARTICIPANTS OF THE AFORE-MENTIONED HCCLV HAVE POSTED THIS INFO ON THEIR WEBSITES. |
| SCHEDULE H, PART V, SECTION B, QUESTION 8 | THE FACILITY, WITH LIMITED RESOURCES, PRIORITIZED HEALTH NEEDS THAT WERE IDENTIFIED AND DEVELOPED AN IMPLEMENTATION PLAN TO ADDRESS THESE PRIORITY HEALTH NEED AREAS. THE NETWORK AND FACILITY STRATEGIC PLAN MAPS TO IMPROVED COMMUNITY HEALTH AND THE CHNA IMPLEMENTATION PLAN. THE CHNA IMPLEMENTATION PLAN INCLUDES RESOURCES, ACTIONS AND GOALS (MEASURABLE). |
| SCHEDULE H, PART V, SECTION B; QUESTION 10 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK ("NETWORK"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE ORGANIZATION. THE IMPLEMENTATION PLAN CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE NETWORK'S WEBSITE: https://www.shh.org/community-services/community-health-profile/ |
| SCHEDULE H, PART V, SECTION B; QUESTION 11 | Sacred heart hospital has prepared and adopted a written implementation plan to address the significant needs outlined in the community health needs assessment. Unmet healthcare needs that were identified include: housing conditions, nutrition and food, social associations and childhood obesity, smoking and prevention activities for womens health. The priority unmet needs in the implementation plan are integral to the community benefit strategy. The hospitals strategies for meeting these needs are described in the implementation plan. Sacred hearts leaders continue to monitor new program developments and services. Some needs cannot be addressed fully by the hospital alone, such as the housing issue. Whereas the hospital cannot be solely responsible for addressing these issues, it can take advantage of opportunities to play a stronger and better role in monitoring these activities and communicating with the appropriate agencies. |
| SCHEDULE H, PART V, SECTION B; QUESTION 16 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK ("NETWORK"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTIONS 16A, 16B AND 16C, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT THE FOLLOWING URL WHICH IS INCLUDED IN THE NETWORK'S WEBSITE: https://www.shh.org/patients-visitors/financial-assistance/ |
| SCH H, PART V, SECT B;Q'S 2,3J,13B,13H,15E,16J,18D,19E,20E,21C,21D,23 & 24 | NOT APPLICABLE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 10 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| SH CARDIOVASCULAR CENTER | ||||
| 325 NORTH 5TH STREET SUITE 200 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| SH IMAGING NORTHAMPTON | ||||
| 602 B EAST 21ST STREET | NORTHAMPTON | PA | 18067 | OUTPATIENT FACILITY |
| NUCLEAR MEDICINE | ||||
| 325 NORTH 5TH STREET SUITE 200 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| CENTER FOR CANCER CARE | ||||
| 325 NORTH 5TH STREET 1ST FLOOR | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| SACRED HEART OUTPATIENT REHAB SERVICE | ||||
| 1227 LIBERTY STREET SUITE 102 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| ALLENTOWN FAMILY PRACTICE | ||||
| 450 CHEW STREET SUITE 101 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| SH PEDIATRIC AND ADOLESCENT SERVICES | ||||
| 450 CHEW STREET SUITE 202 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| LANSHE BREAST CENTER | ||||
| 451 CHEW STREET SUITE 210 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| OBGYN SERVICES | ||||
| 450 CHEW STREET SUITE 204 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
| SH DENTAL CENTER | ||||
| 450 CHEW STREET SUITE 201 | ALLENTOWN | PA | 18102 | OUTPATIENT FACILITY |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 7 | WITH THE EXCEPTION OF LINE G, THE COST TO CHARGE RATIO, CALCULATED BY USING WORKSHEET 2, WAS APPLIED. FOR LINE G - THE ACTUAL DEPARTMENTAL COST TO CHARGE RATIO WAS APPLIED. |
| SCHEDULE H, PART I; LINE 7G | ALL OF LINE 7G IS ATTRIBUTABLE TO CLINICS AND OTHER SUBSIDIZED HEALTH SERVICES RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS CONSTITUTING COMMUNITY BENEFIT. |
| SCHEDULE H, PART II | COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN SACRED HEART HOSPITALS CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, AND PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS. THE PARISH NURSING/COMMUNITY OUTREACH DEPARTMENT IS IN MULTIPLE COMMUNITY FAITH AND OUTREACH SITES DAILY PROMOTING AND ACCESSING HEALTHCARE AND PROVIDING RESOURCES IN COLLABORATION WITH EACH CLIENT WHO CREATES THEIR SELF-DETERMINED HEALTHCARE GOALS. THIS ORGANIZATION PROVIDES EDUCATIONAL MATERIALS, CONDUCTS COMMUNITY HEALTH FAIRS, AND HOLDS HEALTH EDUCATION SEMINARS AND OUTREACH SESSIONS FOR ITS PATIENTS AND FOR COMMUNITY PROVIDERS. PRESENTATIONS ARE PROVIDED BY PHYSICIANS, NURSES, AND OTHER HEALTHCARE PROFESSIONALS. |
| SCHEDULE H, PART III, SECTION A; QUESTIONS 2, 3 & 4 | BAD DEBT EXPENSE WAS CALCULATED USING THE ORGANIZATION'S BAD DEBT EXPENSE FROM ITS AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION AND ITS AFFILIATES PREPARE AND ISSUE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS (BAD DEBT EXPENSE) METHODOLOGY AND CHARITY CARE POLICIES ARE CONSISTENTLY APPLIED ACROSS ALL HOSPITAL AFFILIATES. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION. ALLOWANCE FOR DOUBTFUL ACCOUNTS ------------------------------- THE NETWORK RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. CHARITY CARE ------------ THE NETWORK PROVIDES CARE TO ALL PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. CHARGES FOR SERVICES TO PATIENTS WHO MEET THE NETWORK'S GUIDELINES FOR CHARITY CARE ARE NOT REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CHARGES ASSOCIATED WITH THESE SERVICES FOR CHARITY CARE PROVIDED BY THE NETWORK APPROXIMATE $64,508,825 AND $100,156,452 IN 2018 AND 2017, RESPECTIVELY. THE COSTS INCURRED TO PROVIDE SUCH CARE IS DETERMINED USING A COST TO CHARGE RATIO AND WERE APPROXIMATELY $8,000,000 AND $13,500,000 FOR 2018 AND 2017, RESPECTIVELY. |
| SCHEDULE H, PART III, SECTION B; QUESTION 8 | MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS |
| SCHEDULE H, PART III, SECTION B; QUESTION 9B | THE ORGANIZATION DEVELOPED POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES THAT TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENTS GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FINANCIAL ASSISTANCE AND A PATIENTS GOOD FAITH EFFORT TO COMPLY WITH HIS OR HER PAYMENT AGREEMENTS. THE CREDIT AND COLLECTION POLICY IS ADMINISTERED IN ACCORDANCE WITH THE MISSION AND VALUES OF THE HOSPITAL AS WELL AS FEDERAL AND STATE LAW. THE POLICY IS DESIGNED TO PROMOTE APPROPRIATE ACCESS TO MEDICAL CARE FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY WHILE MAINTAINING THE FISCAL RESPONSIBILITY TO MAXIMIZE REIMBURSEMENT AND MINIMIZE BAD DEBT. AFTER AN ASSESSMENT OF MEDICAL NECESSITY IS COMPLETED AND FINANCIAL ABILITY IS DETERMINED, SHH MAY PROVIDE FREE CARE TO PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE UNDER THIS POLICY. SHH WILL FOLLOW STANDARD PROCEDURES IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE AND IN COLLECTING ON DELINQUENT PATIENT ACCOUNTS AS FOLLOWS: ANY PATIENT SEEKING URGENT OR EMERGENT CARE (WITHIN THE MEANING OF SECTION 1867 OF THE SOCIAL SECURITY ACT) AT SHH SHALL BE TREATED WITHOUT DISCRIMINATION AND WITHOUT REGARD TO A PATIENTS ABILITY TO PAY FOR CARE. FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY SERVICES IS AVAILABLE BASED ON THE PATIENTS FAMILY INCOME. FREE CARE WILL BE GRANTED TO THOSE UNINSURED OR UNDERINSURED PATIENTS WHOSE FAMILY INCOME IS EQUAL TO OR LESS THAN 200% OF THE MOST RECENTLY PUBLISHED FEDERAL POVERTY INCOME GUIDELINES (FPG). PATIENTS MAY ALSO BE GRANTED A DISCOUNT BASED UPON MEDICAL INDIGENCE. A DETERMINATION AS TO A PATIENTS MEDICAL INDIGENCE TAKES INTO CONSIDERATION SIGNIFICANT MEDICAL BILLS NOT COVERED BY INSURANCE, IN ADDITION TO THE PATIENTS INCOME LEVEL AND LIQUID ASSETS. COLLECTIONS GUIDELINES SHALL APPLY TO HOSPITAL BILLS FOR PATIENTS DEEMED INELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON THEIR INCOME AND FAMILY SIZE. ALL MEDICALLY NECESSARY HOSPITAL SERVICES ARE PROVIDED WITHOUT CONSIDERATION OF ABILITY TO PAY AND ARE NOT DELAYED PENDING APPLICATION OR APPROVAL OF MEDICAL ASSISTANCE OR FINANCIAL ASSISTANCE. THE ORGANIZATION DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS AGAINST AN INDIVIDUAL TO OBTAIN PAYMENT FOR CARE BEFORE MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL QUALIFIES FOR FINANCIAL ASSISTANCE. COLLECTION PROCEDURES MAY INCLUDE: LETTERS REQUESTING PAYMENT, PHONE CALLS REQUESTING THE RESOLUTION OF THE PATIENT BALANCE, LETTERS INDICATING THE ACCOUNT MAY BE SENT TO AN ATTORNEY OR COLLECTION AGENCY. IN SOME CASES THE ORGANIZATION MAY AUTHORIZE LEGAL ACTION PER PENNSYLVANIA LAW. SUCH LEGAL ACTION MAY RESULT IN A JUDGMENT BEING ENTERED AGAINST THE PATIENT. |
| SCHEDULE H, PART VI; QUESTION 2 | SACRED HEART HOSPITAL OF ALLENTOWN, IN CONJUNCTION WITH FOUR OTHER REGIONAL NON-PROFIT HOSPITALS AND A LOCAL TRUST, COLLABORATED ON A COMMUNITY HEALTH NEEDS ASSESSMENT AND ACTION PLAN. INTERNALLY, SACRED HEART HOSPITAL HAS CREATED A COMMUNITY HEALTH COMMITTEE COMPRISED OF BOARD MEMBERS AND STAFF THAT WILL ADMINISTER THE IMPLEMENTATION OF THE ACTION PLAN. THE OBJECTIVE OF THIS COLLABORATION IS TO DEVELOP A COMMUNITY HEALTH NEEDS ASSESSMENT THAT WILL FULFILL THE REQUIREMENTS OF SECTION 9007 OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT. JUST AS IMPORTANTLY AND IN THE SPIRIT OF THIS ACT, THE GROUPS FINDINGS WILL SERVE AS A VEHICLE TO PROMOTE BETTER COOPERATION AMONG ITS MEMBERS AND OUR COMMUNITY PARTNERS WHILE CREATING A PLAN OF ACTION THAT WILL ALLOW US TO BETTER SERVE THE HEALTH CARE NEEDS OF THE REGION. THE INITIAL COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED IN 2013. A SECOND COMMUNITY HEALTH NEEDS ASSESSMENT WAS COMPLETED IN 2016. THE SECOND COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE AVAILABLE IN JANUARY 2016, WITH AN IMPLEMENTATION PLAN DEVELOPED IN THE EARLY SPRING OF 2016. ALL DOCUMENTS WERE ACCEPTED AND APPROVED BY THE SACRED HEART HOSPITAL BOARD OF DIRECTORS IN APRIL 2016. |
| SCHEDULE H, PART VI; QUESTION 3 | THE ORGANIZATION IS COMMITTED TO PROVIDING THE HIGHEST QUALITY HEALTHCARE SERVICES TO OUR COMMUNITY AND IS COMMITTED TO A SERVICE EXCELLENCE PHILOSOPHY THAT STRIVES TO MEET OR EXCEED PATIENT EXPECTATIONS. ALL PATIENTS WILL RECEIVE A UNIFORM STANDARD OF CARE THROUGHOUT ALL SYSTEM HEALTH FACILITIES, REGARDLESS OF SOCIAL, CULTURAL, FINANCIAL, RELIGIOUS, RACIAL, GENDER OR SEXUAL ORIENTATION FACTORS. THE ORGANIZATION STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE ESSENTIAL EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES REGARDLESS OF THEIR ABILITY TO PAY. THE ORGANIZATION IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTHCARE NEEDS AND ARE UNINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. ALL PERSONS WHO PRESENT THEMSELVES FOR EMERGENCY OR OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES ARE ADMITTED AND TREATED; THEY ARE REGISTERED AS PATIENTS OF THE HOSPITAL AND RECEIVE ANY NECESSARY SERVICES AS PRESCRIBED BY THE PATIENTS PHYSICIAN. A PROSPECTIVE PATIENT IS NEVER DENIED NECESSARY HEALTHCARE SERVICES ON THE BASIS OF THEIR ABILITY TO PAY. THE ORGANIZATION DOES ITS BEST TO EDUCATE AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. FOR THE BENEFIT OF THE PATIENTS, THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE ALL AVAILABLE ON-LINE. ADDITIONALLY, PAPER COPIES ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE THE HOSPITAL FACILITY REGISTRATION AREAS WHICH INCLUDE EMERGENCY ROOMS, ADMITTING AND REGISTRATION DEPARTMENTS AND PATIENT FINANCIAL SERVICES. THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE IN ENGLSH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTES THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE SYSTEM'S PRIMARY SERVICE AREA. SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC HOSPITAL LOCATIONS INCLUDING THE EMERGENCY DEPARTMENT, ADMISSIONS DEPARTMENT AND REGISTRATION DEPARTMENT THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE ORGANIZATION ALSO MAKES REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ON EACH OF THE BILLING STATEMENTS IT STATES: "SACRED HEART HOSPITAL OF ALLENTOWN PROVIDES FREE CARE TO PERSONS WHO QUALIFY. IF YOU CANNOT AFFORD THE COST OF YOUR CARE, YOU ARE ENCOURAGED TO APPLY FOR FREE CARE BY CALLING 610-776-4566". IF THE PATIENT CALLS IN, THE HOSPITAL HELPS SCREEN THEM FOR MEDICAL ASSISTANCE ("MA") ELIGIBILITY AND REFER TO "ADREIMA" (ADVANCED REIMBURSEMENT MANAGEMENT TO DO AN MA APPLICATION IF APPROPRIATE) OR TO PHAN (PENNSYLVANIA HEALTH ACCESS NETWORK). IF THE PATIENT DOES NOT QUALIFY FOR MA, THE HOSPITAL REQUESTS THE NECESSARY DOCUMENTATION TO DETERMINE ELIGIBILITY FOR CHARITY. FOR THE PATIENTS THAT DO NOT QUALIFY FOR MA OR CHARITY, THE HOSPITAL OFFERS A 75% SELF PAY REDUCTION FROM GROSS CHARGES AND/OR A PAYMENT PLAN. IN ADDITION TO THE STATEMENTS, THIS INFORMATION IS PROVIDED IN ADMISSION PACKETS, AT REGISTRATION, IN THE EMERGENCY FACILITY, ON ALL BILLS, AND ON THE HOSPITALS WEB SITE. |
| SCHEDULE H, PART VI; QUESTION 4 | SACRED HEART HOSPITAL OF ALLENTOWN IS LOCATED IN THE LOWEST PER CAPITA INCOME ZIP CODE IN ALLENTOWN, PA. OVER 57% OF THE POPULATION OF ALLENTOWN IS MINORITY, IN THE SCHOOLS IT IS MORE LIKE 87% MINORITY. ALLENTOWN SCHOOL DISTRICT HAS 87% OF ITS STUDENTS RECEIVING FREE OR REDUCED LUNCH, AN INDICATOR OF POVERTY. MANY CHILDREN IN ALLENTOWN ARE INSURED BY PA-CHIP OR HAVE NO INSURANCE BECAUSE THEY MAY BE ILLEGALLY IN THE UNITED STATES WITH THEIR FAMILIES. A TOTAL OF 81% OF INPATIENTS HAVE EITHER GOVERNMENT PAID INSURANCE (MEDICARE/MEDICAID, MA MANAGED CARE) OR ARE SELF-PAY; OF OUTPATIENT CARE, 73% IS PAID BY GOVERNMENT INSURANCE OR SELF-PAY. |
| SCHEDULE H, PART VI; QUESTION 5 | THE EXAMPLES LISTED IN THE HEALTH NEEDS ASSESSMENT HELP BUILD OUR COMMUNITY BY IMPROVING THE HEALTH STATUS OF CHILDREN, IMPROVING IMMUNIZATION RATES, AND PROVIDING CARE FOR CHRONIC DISEASE MANAGEMENT (ASTHMA, DIABETES, OBESITY). PARISH NURSING PROVIDES NEEDED ACCESS TO CARE FOR THE MOST INDIGENT OF ALLENTOWN, INCLUDING THE HOMELESS AND UNDOCUMENTED INDIVIDUALS. THE HOSPITAL OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. 1. PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE, AND MEDICAID PATIENTS. 2. OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR. 3. MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS. 4. CONTROL RESTS WITH ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS OF SACRED HEART HEALTHCARE SYSTEM. BOTH BOARDS ARE COMPRISED OF A MAJORITY OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY. 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES, AND ADVANCE MEDICAL CARE PROGRAMS AND ACTIVITIES. PLEASE ALSO REFER TO FOEM 990, SCHEDULE O, WHICH CONTAINS THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. |
| SCHEDULE H, PART VI; QUESTION 6 | OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE ST. LUKE'S UNIVERSITY HEALTH NETWORK: NOT FOR-PROFIT ST. LUKE'S UNIVERSITY HEALTH NETWORK ENTITIES: ============================================================= ST. LUKE'S HEALTH NETWORK, INC. ------------------------------- ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THIS ORGANIZATION IS THE SOLE MEMBER OR STOCKHOLDER OF EACH AFFILIATED ENTITY. ST. LUKE'S IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT THE STATES OF PENNSYLVANIA AND NEW JERSEY. ST. LUKE'S HEALTH NETWORK, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE PARENT ORGANIZATION, ST. LUKE'S HEALTH NETWORK, INC. STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE NETWORK WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA AND NEW JERSEY AND SURROUNDING COMMUNITIES. ST. LUKE'S HEALTH NETWORK, INC. ENSURES THAT ITS NETWORK PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE ST. LUKE'S ACTIVE HOSPITALS INCLUDE: ST. LUKE'S HOSPITAL OF BETHLEHEM, PA, ST. LUKE'S HOSPITAL ANDERSON CAMPUS, ST. LUKE'S HOSPITAL MONROE CAMPUS, ST. LUKE'S QUAKERTOWN HOSPITAL, CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. AND ST. LUKE'S WARREN HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN INTERNAL REVENUE SERVICE ("IRS") REVENUE RULING 69-545: 1. EACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. EACH OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. EACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF EACH RESTS WITH ITS BOARD OF TRUSTEES AND THE BOARD OF TRUSTEES OF ST. LUKE'S HEALTH NETWORK, INC. BOTH BOARDS ARE COMPRISED OF A MAJORITY OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ---------------------------------------------- ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA IS COMPRISED OF TWO NON-PROFIT HOSPITAL CAMPUSES: A 480-BED CAMPUS IN BETHLEHEM, PENNSYLVANIA AND A 158 BED CAMPUS IN ALLENTOWN, PENNSYLVANIA. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S AIRMED, LLC ---------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS CURRENTLY INACTIVE. ST. LUKE'S HOMESTAR SERVICES, LLC --------------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY PROVIDES OUTPATIENT SERVICES IN BETHLEHEM, PENNSYLVANIA. POCONO MRI IMAGING AND DIAGNOSTIC CENTER, LLC --------------------------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY PROVIDES OUTPATIENT SERVICES IN BETHLEHEM, PENNSYLVANIA. EVANTAGE HEALTH, LLC -------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS CURRENTLY INACTIVE. ST. LUKE'S CARE, LLC -------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY PROVIDES CLINICAL SERVICES IN ALLENTOWN, PENNSYLVANIA. ST. LUKE'S SHARED SAVINGS PLAN, LLC ----------------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS LOCATED IN ALLENTOWN PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. ST. LUKE'S HOSPITAL ANDERSON CAMPUS ----------------------------------- ST. LUKE'S HOSPITAL ANDERSON CAMPUS IS A 108-BED NON-PROFIT HOSPITAL LOCATED IN EASTON, PENNSYLVANIA. ST. LUKE'S HOSPITAL ANDERSON CAMPUS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL ANDERSON CAMPUS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S HOSPITAL MONROE CAMPUS --------------------------------- ST. LUKE'S HOSPITAL MONROE CAMPUS IS A 108-BED NON-PROFIT COMMUNITY HOSPITAL LOCATED IN BARTONSVILLE, PENNSYLVANIA, MONROE COUNTY. ST. LUKE'S HOSPITAL MONROE CAMPUS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL MONROE CAMPUS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. ------------------------------------------ CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. DBA ST. LUKE'S MINERS MEMORIAL MEDICAL CENTER IS A 45-BED NON-PROFIT ACUTE CARE HOSPITAL LOCATED IN COALDALE, PENNSYLVANIA. CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S QUAKERTOWN HOSPITAL ------------------------------ ST. LUKE'S QUAKERTOWN HOSPITAL IS A 62-BED NON-PROFIT HOSPITAL LOCATED IN QUAKERTOWN, PENNSYLVANIA. ST. LUKE'S QUAKERTOWN HOSPITAL IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S QUAKERTOWN HOSPITAL OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S WARREN HOSPITAL, INC. -------------------------------- ST. LUKE'S WARREN HOSPITAL, INC. IS A 198-BED NON-PROFIT ACUTE CARE HOSPITAL LOCATED IN PHILLIPSBURG, NEW JERSEY. ST. LUKE'S WARREN HOSPITAL, INC. IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S WARREN HOSPITAL, INC. OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S PHYSICIAN GROUP, INC. -------------------------------- ST. LUKE'S PHYSICIAN GROUP, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. ST. LUKE'S EMERGENCY & TRANSPORT SERVICES, INC. ----------------------------------------------- ST. LUKE'S EMERGENCY & TRANSPORT SERVICES, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(II |
| SCHEDULE H, PART VI; QUESTION 7 | THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE COMMONWEALTH OF PENNSYLVANIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHIGH VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 W HAMILTON STREET SUITE 310 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231686634 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I; QUESTION 2 | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. |
| SCHEDULE I, PART II | PLEASE NOTE THAT ALTHOUGH GRANTS AND OTHER ASSISTANCE TO GOVERNMENT AND ORGANIZATIONS IN THE UNITED STATES PER PART IX, LINE 1 TOTALS $14,076, THERE WAS ONLY ONE GRANT THAT EXCEED $5,000 INDIVIDUALLY. THEREFORE, ONLY ONE RECIPIENT WAS SHOWN ON SCHEDULE I, PART II. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN L NESPOLI | ||||||||||||||
| TRUSTEE - PRESIDENT/CEO | $0 | $417,276 | $0 | $28,331 | $0 | $514,478 | $0 | $255,400 | $0 | $19,576 | $0 | $1,235,061 | $0 | $500,000 |
| STEPHEN A LANSHE ESQ | ||||||||||||||
| SEC-VP GEN CNSL(7/1/17-4/2/18) | $0 | $300,158 | $0 | $18,850 | $0 | $774 | $0 | $5,400 | $0 | $25,513 | $0 | $350,695 | $0 | $0 |
| DANIEL C CONFALONE | ||||||||||||||
| TREAS - CFO (7/1/17 - 11/1/17) | $0 | $276,929 | $0 | $17,593 | $0 | $181,241 | $0 | $0 | $0 | $25,086 | $0 | $500,849 | $0 | $0 |
| MANJU THOMAS MD | ||||||||||||||
| PHYSICIAN | $210,320 | $0 | $40,131 | $0 | $90 | $0 | $3,200 | $0 | $19,397 | $0 | $273,138 | $0 | $0 | $0 |
| ANDREW UNGER MD | ||||||||||||||
| PHYSICIAN | $219,056 | $0 | $0 | $0 | $396 | $0 | $4,470 | $0 | $19,691 | $0 | $243,613 | $0 | $0 | $0 |
| JENNIFER EPISCOPIO MD | ||||||||||||||
| PHYSICIAN | $212,583 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,429 | $0 | $236,012 | $0 | $0 | $0 |
| RICHARD T MARTIN MD | ||||||||||||||
| PHYSICIAN | $205,496 | $0 | $0 | $0 | $762 | $0 | $4,112 | $0 | $10,274 | $0 | $220,644 | $0 | $0 | $0 |
| DANIEL COLLER MD | ||||||||||||||
| PHYSICIAN | $203,872 | $0 | $0 | $0 | $762 | $0 | $3,996 | $0 | $19,566 | $0 | $228,196 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2. |
| SCHEDULE J, PART I; QUESTION 4B | THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTINGS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN L. NESPOLI, $500,000 AND DANIEL C. CONFALONE, $180,000. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN L. NESPOLI, $250,000. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH AMOUNTS WERE INCLUDED IN COLUMN (II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II; COLUMN F | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUAL INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) BECAUSE THIS AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THIS AMOUNT WAS REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEARS FORMS 990. THIS AMOUNT WAS TREATED AS TAXABLE INCOME AND REPORTED ON HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN L. NESPOLI, $500,000. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | SACRED HEART HEALTHCARE SYSTEM IS A NOT-FOR-PROFIT ENTITY THAT OPERATES AS THE PARENT ORGANIZATION OF SACRED HEART HOSPITAL, SACRED HEART ANCILLARY SERVICES, INC., SACRED HEART FOUNDATION AND SH REALTY CORPORATION. SACRED HEART HOSPITAL, A NOT-FOR-PROFIT ENTITY, PROVIDES ACUTE CARE SERVICES TO THE LOCAL COMMUNITY. SACRED HEART ANCILLARY SERVICES, INC. IS A PENNSYLVANIA FOR-PROFIT ENTITY PROVIDING PHARMACY SERVICES TO THE GENERAL PUBLIC. SACRED HEART FOUNDATION IS A NOT-FOR PROFIT ENTITY SUPPORTING THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS AND SERVICES OF SACRED HEART HOSPITAL. SH REALTY CORPORATION, A NOT-FOR-PROFIT ENTITY, HOLDS REAL ESTATE. IN MARCH, 2018, SACRED HEART HOSPITAL CONTINUED TO CARE FOR LEHIGH VALLEY RESIDENTS BY JOINING ST. LUKES UNIVERSITY HEALTH NETWORK AND BECAME ST. LUKES SACRED HEART CAMPUS. MISSION: SACRED HEART HEALTHCARE SYSTEM IS COMMITTED TO PROVIDING HEALTHCARE AND WELLNESS, FROM CONCEPTION TO NATURAL DEATH, THROUGH QUALITY SERVICES AND PROGRAMS BASED ON THE CATHOLIC, ETHICAL AND RELIGIOUS DIRECTIVES. SACRED HEART HOSPITAL ("SHH") IS A GENERAL MEDICAL, SURGICAL AND TEACHING HOSPITAL. SHH IS RECOGNIZED BY THE IRS AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. SHH IS AN AFFILIATE OF THE SACRED HEART HEALTHCARE SYSTEM. PURSUANT TO ITS CHARITABLE PURPOSES, SHH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, SHH OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) SHH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS. 2) SHH OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR. 3) SHH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS. 4) CONTROL OF SHH RESTS WITH ITS BOARD OF DIRECTORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY. 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. BACKGROUND ---------- SACRED HEART HOSPITAL IS A CATHOLIC MEDICAL CENTER LOCATED IN CENTER CITY ALLENTOWN, PENNSYLVANIA FOUNDED IN 1912 DURING A DIPHTHERIA EPIDEMIC BY MONSIGNOR MASSON AND THE MISSIONARY SISTERS OF THE MOST SACRED HEART. SACRED HEART HOSPITAL, AS A FAITH-BASED ACUTE CARE MEDICAL CENTER, OFFERS A WIDE RANGE OF ADVANCED MEDICAL SERVICES INCLUDING VASCULAR SURGERY, CARDIOLOGY, ENDOCRINOLOGY, PHYSICAL REHABILITATION AND BEHAVIORAL HEALTH SERVICES. OUR PHYSICIANS REPRESENT NEARLY EVERY MEDICAL AND SURGICAL SPECIALTY RANGING FROM WOMENS HEALTH SERVICES TO SENIOR SERVICES TO REHABILITATION AND BEHAVIORAL HEALTH SERVICES. A NETWORK OF PHYSICIAN PRACTICES THROUGHOUT LEHIGH AND NORTHAMPTON COUNTIES PROVIDE COMPLETE PRIMARY, PEDIATRIC AND GERIATRIC MEDICAL CARE TO THE REGIONS RESIDENTS. SACRED HEART HOSPITAL IS RANKED AMONG THE SAFEST HOSPITALS IN THE UNITED STATES HAVING RECEIVED AN "A" GRADE FROM THE LEAPFROG GROUP IN 2016 AND 2017. IT IS A CENTER OF EXCELLENCE IN BARIATRIC SURGERY, IS NATIONALLY RECOGNIZED IN CASE MANAGEMENT, AND IS A RECIPIENT OF THE AMERICAN STROKE ASSOCIATIONS GOLD PLUS QUALITY ACHIEVEMENT AWARD. THE JOINT COMMISSION RECOGNIZED SACRED HEART HOSPITAL AS A TOP PERFORMER ON KEY QUALITY MEASURES AND AWARDED IT A PRIMARY STROKE CENTER CERTIFICATION. SACRED HEART HISTORY -------------------- THE MISSIONARY SISTERS ORDER OF GERMANY ARRIVED 1912 TO HELP CARE FOR THE SICK AND INJURED OF THE SACRED HEART PARISH DURING A WIDESPREAD DIPHTHERIA OUTBREAK. AS DIPHTHERIA RAGED, THE SISTERS GAVE DISPENSARY SERVICE AS WELL AS VISITING NURSE SERVICES. THIS WAS THE ACTUAL "START" OF SACRED HEART HOSPITAL. IN 1915, THE ACTUAL FOUNDING OF SACRED HEART HOSPITAL AS A COMMUNITY INSTITUTION WAS FORMALIZED AND DEDICATED. TWO YEARS LATER, SACRED HEART HOSPITAL WAS OFFICIALLY INCORPORATED UNDER PENNSYLVANIA LAW. IN 1920, SACRED HEART RECEIVED APPROVAL TO TRAIN INTERNS AND IN 1922 WAS ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS. SINCE THEN, SACRED HEART HOSPITAL HAS EXPANDED ITS CAMPUS AND ITS REACH ACROSS THE COMMUNITY. SINCE 1972 SACRED HEART HAS BEEN EDUCATING FAMILY PHYSICIANS IN ITS FAMILY MEDICINE RESIDENCY PROGRAM. THE PROGRAM, AFFILIATED WITH TEMPLE UNIVERSITY, SERVES A DIVERSE URBAN PATIENT POPULATION AND THE RESIDENTS TRAIN IN A STATE-OF-THE-ART, 42,000 SQUARE FOOT PRIMARY CARE ON-CAMPUS FACILITY, THE SIGAL CENTER FOR FAMILY MEDICINE. IN ADDITION, SACRED HEART HOSPITAL PROVIDES CLINICAL TRAINING FOR NURSING STUDENTS FROM CEDAR CREST COLLEGE, DESALES UNIVERSITY, LEHIGH COUNTY COMMUNITY COLLEGE, LINCOLN TECHNICAL INSTITUTE, NORTHAMPTON COMMUNITY COLLEGE, DREXEL UNIVERSITY, AND THE UNIVERSITY OF PENNSYLVANIA. ACCREDITATION ------------- SACRED HEART HOSPITAL IS ACCREDITED BY THE JOINT COMMISSION. UNANNOUNCED ACCREDITATION SURVEYS ARE PERFORMED ON A TRIENNIAL BASIS. THE PURPOSE OF THESE SURVEYS IS TO EVALUATE EACH ORGANIZATIONS COMPLIANCE WITH NATIONALLY ESTABLISHED JOINT COMMISSION STANDARDS. THE SURVEY RESULTS ARE USED TO DETERMINE WHETHER AND THE CONDITIONS UNDER WHICH, ACCREDITATION SHOULD BE AWARDED TO THE ORGANIZATION. JOINT COMMISSION STANDARDS DEAL WITH ORGANIZATIONAL QUALITY OF CARE ISSUES AND THE SAFETY OF THE ENVIRONMENT IN WHICH CARE IS PROVIDED. AWARDS AND CERTIFICATIONS ------------------------- 1) SACRED HEART HOSPITALS SLEEP DISORDER CENTER IS PROUD TO BE FULLY ACCREDITED BY THE AASM. THIS DESIGNATION IS AN INDICATOR TO THE PATIENTS AND REFERRING PHYSICIANS THAT SACRED HEART IS DEDICATED TO PROVIDING THE HIGHEST QUALITY OF CARE. AN AASM ACCREDITATION IS THE GOLD STANDARD BY WHICH PATIENTS, PHYSICIANS, COMPANIES, AND THE PUBLIC EVALUATE SLEEP DISORDER CENTERS. TO RECEIVE THIS ACCREDITATION, THE SLEEP DISORDER CENTER MUST ADHERE TO STRICT PRACTICE PARAMETERS AND QUALITY ASSURANCE STANDARDS. SACRED HEART MET THE AASMS HIGH STANDARDS WITH EVERYTHING FROM THEIR POLICY AND PROCEDURE MANUAL AND STAFF CREDENTIALS, TO EDUCATION AND QUALITY ASSURANCE MEASURES, TO THE CLEANLINESS OF OUR ROOMS. THE AASM REGULARLY REVIEWS AND REVISES THEIR STANDARDS FOR ACCREDITATION, THEREBY ENSURING THAT SACRED HEART IS MEETING THE NEEDS OF THEIR PATIENTS AND REFERRING PHYSICIANS. 2) IN FEBRUARY 2016, SACRED HEART HOSPITAL WAS NAMED A BARIATRIC CENTER OF EXCELLENCE FACILITY BY THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY. THE SURGICAL REVIEW CORPORATION DETERMINED THAT SACRED HEART HOSPITAL SATISFACTORILY MET THE STANDARDS SET FORTH. 3) SACRED HEART HOSPITALS CASE MANAGEMENT, QUALITY MANAGEMENT AND SOCIAL WORK DEPARTMENTS WERE AWARDED THE "FRANKLIN AWARD OF DISTINCTION EXCELLENCE IN CARE TRANSITIONS" BY THE AMERICAN CASE MANAGEMENT ASSOCIATION ("ACMA") AND THE JOINT COMMISSION. THIS AWARD IS PRESENTED TO A HOSPITAL/HEALTH SYSTEM CASE MANAGEMENT SERVICE IN RECOGNITION OF THEIR DISTINCTIVE AND COLLABORATIVE CASE MANAGEMENT PRACTICE ACROSS THE CONTINUUM OF CARE. SACRED HEART HOSPITAL COMPETED WITH HOSPITALS FROM ALL OVER THE COUNTRY AND AFTER AN EXTENSIVE APPLICATION PROCESS AND SITE REVIEW, THEIR HARD-WORKING AND DEDICATED CASE MANAGERS, SOCIAL WORKERS AND QUALITY COORDINATORS WERE SELECTED FOR THIS PRESTIGIOUS, NATIONAL AWARD. 4) ALL IMAGING MODALITIES AT SACRED HEART HOSPITAL AND SACRED HEART IMAGING NORTHAMPTON HAVE BEEN AWARDED A THREE-YEAR TERM OF ACCREDITATION IN IMAGING BY THE AMERICAN COLLEGE OF RADIOLOGY ("ACR"). 5) SACRED HEART HOSPITAL LABORATORY IS ACCREDITED BY THE COLLEGE OF AMERICAN PATHOLOGISTS ("CAP"). THE CAP ACCREDITATION PROCESS IS DESIGNED TO ENSURE THE HIGHEST STANDARD OF CARE FOR ALL LABORATORY PATIENTS. DURING ON-SITE INSPECTIONS, INSPECTORS EXAMINE THE LABORATORYS RECORDS AND QUALITY CONTROL OF PROCEDURES FOR THE PRECEDING TWO YEARS. CAP INSPECTORS ALSO EXAMINE LABORATORY STAFF QUALIFICATIONS, EQUIPMENT, FACILITIES, SAFETY PROGRAM AND RECORD, AND OVERALL MANAGEMENT. THE US FEDERAL GOVERNMENT RECOGNIZES THE CAP LABORATORY ACCREDITATION PROGRAM, WHICH BEGUN IN THE EARLY 1960S, AS BEING EQUAL-TO OR MORE-STRINGENT THAN THE GOVERNMENTS OWN INSPECTION PROGRAM. SACRED HEARTS LABORATORY IS ONE OF MORE THAN 7,600 CAP-ACCREDITED FACILITIES WORLDWIDE. 6) SACRED HEART ACUTE REHABILITATION UNIT, MOSSREHAB, HOLDS A THREE-YEAR ACCREDITATION FOR ITS STROKE SPECIALTY INPATIENT REHABILITATION PROGRAM. MOSSREHABS STROKE CENTER IS ONE OF SIX EINSTEIN PROGRAMS RECOGNIZED AS CENTERS OF EXCELLENCE. CERTIFIED FOR ACUTE AND REHABILITATION CARE, MOSSREHAB HAS SPECIALTY PROGRAMS IN GAIT AND MOTION ANALYSIS, ROBOTIC-ASSISTED PHYSICAL THERAPY AND APHASIA. |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | 7) SACRED HEART HOSPITAL HAS BEEN GRANTED PRIMARY STROKE CENTER CERTIFICATION BY THE JOINT COMMISSION. THE JOINT COMMISSION'S CERTIFICATE RECOGNIZES CENTERS THAT MAKE EXCEPTIONAL EFFORTS TO FOSTER BETTER OUTCOMES FOR STROKE CARE. ACHIEVEMENT OF CERTIFICATION SIGNALS THAT THE SERVICES SACRED HEART HOSPITAL PROVIDES HAVE THE CRITICAL ELEMENTS TO ACHIEVE LONG-TERM SUCCESS IN IMPROVING OUTCOMES. 8) SACRED HEART HOSPITAL HAS RECEIVED THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATIONS GET WITH THE GUIDELINES - STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD. THIS AWARD RECOGNIZES THE HOSPITALS COMMITMENT AND SUCCESS IN ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES BASED ON THE LATEST SCIENTIFIC EVIDENCE. SACRED HEART HOSPITAL IS PART OF AN ELITE GROUP OF HOSPITALS RECOGNIZED BY THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION. TO RECEIVE THE GOLD PLUS QUALITY ACHIEVEMENT AWARD, HOSPITALS MUST ACHIEVE 85 PERCENT OR HIGHER ADHERENCE TO ALL GET WITH THE GUIDELINES-STROKE ACHIEVEMENT INDICATORS FOR TWO OR MORE CONSECUTIVE 12-MONTH PERIODS AND ACHIEVED 75 PERCENT OR HIGHER COMPLIANCE WITH FIVE OF EIGHT GET WITH THE GUIDELINES-STROKE QUALITY MEASURES. 9) SACRED HEART CAMPUS TRANSITIONAL CARE FACILITY (TCF) WAS RATED THE HIGHEST RATING OF FIVE STARS BY THE U.S. CENTERS FOR MEDICARE AND MEDICAID SERVICES, DEPT. OF HEALTH AND HUMAN SERVICES. THE GOVERNMENT USED DATA FROM HEALTH INSPECTIONS, STAFFING AND QUALITY OF CARE MEASURES TO ARRIVE AT THE RATINGS RELEASED IN DECEMBER, 2017. 10) VASCULAR LABORATORY HAS BEEN ACCREDITED BY THE INTERSOCIETAL COMMISSION FOR THE ACCREDITATION OF VASCULAR LABS ("ICAVI") SINCE 1996 AND WAS GRANTED A THREE-YEAR RE-ACCREDITATION. HEALTHCARE SERVICES ------------------- (1) BEHAVIORAL HEALTH SACRED HEART HOSPITAL HOUSES FIVE BEHAVIORAL HEALTH INPATIENT UNITS, TWO ADULT PSYCHIATRIC UNITS, TWO OLDER ADULT BEHAVIORAL HEALTH UNITS AND AN EXTENDED ACUTE CARE UNIT. SACRED HEARTS BEHAVIORAL HEALTH UNITS PROVIDE INPATIENT HOSPITALIZATION PROGRAMS FOR ADULTS (18 54 YEARS OF AGE) AND OLDER ADULTS (55 YEARS OF AGE AND OLDER). PATIENTS TYPICALLY REMAIN IN AN INPATIENT HOSPITALIZATION PROGRAM FOR 5-10 DAYS BASED UPON THE MULTIDISCIPLINARY PLAN OF CARE, AND THE BEHAVIORAL HEALTH SERVICES TEAM CAN HELP ARRANGE FOR APPROPRIATE OUTPATIENT CARE AND TREATMENT ONCE PATIENTS ARE DISCHARGED. PATIENTS RECEIVE CARE FROM A TEAM THAT INCLUDES MEDICAL DOCTORS, PSYCHIATRISTS, PSYCHIATRIC NURSES, PHYSICIAN EXTENDERS, NEUROLOGISTS, MENTAL HEALTH TECHNICIANS, LICENSED CLINICAL SOCIAL WORKERS, CASE MANAGERS, OCCUPATIONAL THERAPISTS AND MORE. SACRED HEARTS EXTENDED ACUTE CARE PROVIDES MENTAL HEALTH SERVICES WITH THE PRIMARY GOAL OF EMPOWERING INDIVIDUALS TO MANAGE THEIR ILLNESS, FIND THEIR OWN GOALS FOR RECOVERY, AND MAKE INFORMED DECISIONS ABOUT THEIR TREATMENT BY TEACHING THEM NECESSARY KNOWLEDGE AND SKILLS. THE FOCUS IS ON CONVEYING RESPECT, DIGNITY, INDIVIDUALITY, CLEAR COMMUNICATION, SUPPORT, ENCOURAGEMENT AND A POSITIVE ATTITUDE, ALL WITHIN A THERAPEUTIC ENVIRONMENT. AT SACRED HEART, THE GOAL IS TO ASSIST EACH INDIVIDUAL IN THEIR RECOVERY, ENABLING THEM TO LIVE A MEANINGFUL LIFE IN A COMMUNITY OF THEIR CHOICE, WHILE STRIVING TO ACHIEVE THEIR FULL POTENTIAL. (2) EMERGENCY SERVICES THE EMERGENCY DEPARTMENT AT SACRED HEART HOSPITAL IS A SPECIALIZED DEPARTMENT DESIGNED FOR PATIENTS WITH ACUTE ILLNESSES OR INJURIES. THE PHYSICIANS, NURSES AND STAFF IN THE EMERGENCY DEPARTMENT ARE SPECIALLY TRAINED TO CARE FOR EMERGENCY CONDITIONS. THE DEPARTMENT IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, AND ACCEPTS ALL PATIENTS. (3) CANCER CARE SACRED HEART UNDERSTANDS THAT PATIENTS WANT ACCESS TO ADVANCED TREATMENTS, KNOWLEDGEABLE AND INVOLVED PHYSICIANS, AND PERSONALIZED ATTENTION AND CARE AND THEY WANT TO BE TREATED WITH RESPECT AND DIGNITY THROUGHOUT THEIR CANCER TREATMENT AND RECOVERY. SACRED HEARTS BOARD CERTIFIED CANCER SPECIALISTS HAVE EXTENSIVE EXPERIENCE TREATING ALL TYPES OF CANCER. ITS AFFILIATION WITH THOMAS JEFFERSON UNIVERSITY HOSPITAL IN PHILADELPHIA SPEAKS TO THE COMMITMENT OF OFFERING STATE-OF-THE-ART CANCER TREATMENTS AND PROCEDURES CLOSE TO HOME. THE COMPREHENSIVE CANCER PROGRAM ADDRESSES THE BODY AND MIND OF EACH PATIENT, TREATING THE WHOLE PATIENT, NOT JUST THE CANCER. (4) HOSPITAL SERVICES CARDIAC: SACRED HEART PROVIDES A WIDE RANGE OF CARDIAC SERVICES TO DIAGNOSE AND TREAT A VARIETY OF HEART CONDITIONS AS WELL AS HELP PATIENTS MANAGE THEIR HEART CONDITIONS SO THEY CAN LIVE FULL AND PRODUCTIVE LIVES. NEUROLOGY: THIS INCLUDES NEUROLOGY, NEUROSURGERY, AND PSYCHIATRY. THE MEMORY DISORDERS CENTER PROVIDES DIAGNOSIS, EVALUATION, AND TREATMENT FOR PATIENTS WITH DEMENTIA AND OTHER MEMORY DISORDERS. CASE MANAGEMENT: SACRED HEART'S TEAM WORKS WITH PATIENTS, PROVIDERS AND INSURERS TO COORDINATE ALL SERVICES DEEMED NECESSARY TO PROVIDE THE PATIENT WITH A PLAN OF MEDICALLY NECESSARY AND APPROPRIATE HEALTHCARE. AN IMPORTANT CASE MANAGEMENT FUNCTION IS CORRESPONDENCE WITH INSURANCE COMPANIES TO HELP ENSURE COVERAGE FOR THE HOSPITAL AND POST-HOSPITALIZATION NEEDS OF EACH PATIENT. ANOTHER IMPORTANT FUNCTION IS TO ASSIST IN COORDINATING MORE CLINICALLY COMPLEX DISCHARGE NEEDS SUCH AS FOLLOW-UP OUTPATIENT TESTING, WOUND CARE, OR HOME MEDICATION INFUSION. THE CASE MANAGER WILL MEET WITH THE PATIENT, ALONG WITH THE PATIENTS FAMILY AND CAREGIVERS, TO DEVELOP A PERSONALIZED PLAN OF CARE IN ORDER TO BEST HELP THEM ADJUST TO THEIR AFTER HOSPITAL CARE. SOCIAL SERVICES: WORKS IN CONJUNCTION WITH CASE MANAGEMENT TO ASSESS AND COORDINATE COMPREHENSIVE DISCHARGE PLANNING TO MEET THE CLINICAL AND PSYCHOSOCIAL NEEDS OF EACH PATIENT. THEY COORDINATE AFTER HOSPITAL RESOURCES FOR THE PATIENT BASED ON WHAT THEIR NEEDS WILL BE WHEN THEY ARE DISCHARGED. THE SERVICES A PATIENT WILL NEED ARE UNIQUE TO THEIR SPECIFIC SITUATION, THEREFORE MEETINGS ARE CONDUCTED WITH THE PATIENT, THEIR FAMILIES, AND/OR SIGNIFICANT OTHERS TO OBTAIN INFORMATION REGARDING HOME ENVIRONMENT, FAMILY AND COMMUNITY SUPPORTS, AS WELL AS PAST AND CURRENT MEDICAL NEEDS. TOGETHER THEY COLLABORATE ON A DISCHARGE PLAN TO ASSIST THE PATIENT. STROKE CARE: THE STROKE TEAM IS MADE UP OF MEMBERS OF THE NURSING, SOCIAL SERVICES, SPEECH PATHOLOGY, PHYSICAL THERAPY, DIETARY, OCCUPATIONAL THERAPY, AND PASTORAL CARE DEPARTMENTS TO DESIGN A PLAN OF CARE TO ASSIST WITH RECOVERY. (5) OUTPATIENT SERVICES INCLUDE: - DENTAL - EAR, NOSE & THROAT - ENDOCRINOLOGY - DIABETES - ENDOSCOPY - IMAGING - INFUSION - LABORATORY - NEURODIAGNOSTICS - PAIN MANAGEMENT - PHARMACY - PHYSICAL THERAPY - RESPIRATORY (6) REHABILITATION SERVICES - INPATIENT THERAPY WHEN ADMITTED TO THE HOSPITAL, A PATIENT MAY NEED PHYSICAL, OCCUPATIONAL OR SPEECH THERAPY TO RETURN TO THEIR PREVIOUS LEVEL OF FUNCTION. INPATIENT REHABILITATION SERVICES CAN PROVIDE TREATMENT TO PATIENTS DURING THEIR STAY. A TEAM OF EXPERIENCED REHABILITATION PROFESSIONALS CUSTOMIZE INDIVIDUAL PROGRAM THAT FIT THE PATIENTS UNIQUE NEEDS. (7) MOSSREHAB AT SACRED HEART SACRED HEART IS COMMITTED TO PROVIDING THE MOST ADVANCED AND COMPLETE HEALTHCARE TO THE COMMUNITY. BY PARTNERING WITH MOSSREHAB, HIGH QUALITY REHABILITATION SERVICES ARE MADE EASILY ACCESSIBLE TO ALL PATIENTS. MOSSREHAB PROVIDES A FULL CONTINUUM OF CARE FROM INPATIENT REHABILITATION TO COMMUNITY RE-ENTRY. MOSSREHAB IS NATIONALLY AND INTERNATIONALLY RENOWNED FOR USE OF LEADING-EDGE TECHNOLOGIES, INNOVATIVE RESEARCH AND PHYSICIAN EDUCATION. |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | MOSSREHAB IS ACCREDITED BY THE JOINT COMMISSION AS A PRIMARY STROKE CENTER. COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES ("CARF"), FOR OVER 20 YEARS, HAS REPEATEDLY RANKED IT AS A "BEST HOSPITAL" FOR REHABILITATION IN U.S. NEWS & WORLD REPORT. MOSSREHAB HAS MORE CARF-ACCREDITED PROGRAMS THAN ANY OTHER REHAB PROVIDER ON THE "BEST HOSPITALS" LIST. ADVANCED TREATMENT: A 14-BED INPATIENT UNIT PROVIDES CARE FOR PATIENTS WITH A WIDE RANGE OF DISABILITIES. ON AVERAGE, MOSSREHAB RETURNS MORE PATIENTS TO INDEPENDENT LIVING THAN ANY OTHER REHABILITATION FACILITY IN THE REGION. STROKE PROGRAM: MOSSREHAB HAS LONG BEEN REGARDED AS THE GREATER PHILADELPHIA REGIONS LEADING PROVIDER OF OUTSTANDING STROKE CARE AND WAS SECOND IN THE NATION TO BE DESIGNATED A STROKE SPECIALTY REHABILITATION PROGRAM BY CARF. ORTHOPEDIC PROGRAM: MOSSREHAB HELPS PATIENTS WITH ACUTE AND CHRONIC BONE, JOINT, AND SOFT TISSUE INJURIES BUILD STRENGTH AND REGAIN FUNCTION. IN ADDITION, PATIENTS WHO HAVE UNDERGONE HIP OR KNEE REPLACEMENT PROCEDURES CAN BUILD MOBILITY, STRENGTH, AND FLEXIBILITY IN THE AFFECTED LIMB. THEY ALSO OFFER POST-LAMINECTOMY CARE IN A TAILORED PROGRAM OF PHYSICAL THERAPY THAT INCLUDES MOBILITY, STRENGTH, AND RANGE OF MOTION FOR PATIENTS FOLLOWING BACK SURGERY. AMPUTEE PROGRAM: MOSSREHAB PROVIDES MANY SERVICES TO PEOPLE WHO HAVE LOST A LIMB DUE TO ILLNESS OR INJURY. PATIENTS ARE ASSISTED IN ADJUSTING TO DISABILITY WHILE MAXIMIZING FUNCTION. EVERYTHING FROM REHABILITATION COUNSELING TO APPROPRIATE REFERRALS FOR ORTHOTIC AND PROSTHETIC SERVICES ARE PROVIDED BY MOSSREHAB STAFF. EXPERT STAFF: SKILLED PHYSIATRISTS FROM MOSSREHAB DEVELOP TREATMENT PROGRAMS TAILORED TO EACH PATIENTS NEEDS AND GOALS, DRAWING ON THE WEALTH OF RESOURCES AND SPECIALISTS AVAILABLE WITHIN SACRED HEART. THROUGHOUT TREATMENT, MUSCULOSKELETAL PAIN SPECIALISTS KEEP PRIMARY CARE AND REFERRING PHYSICIANS UP-TO-DATE ON A PATIENTS PROGRESS. (8) TRANSITIONAL CARE FACILITY ("TCF") SACRED HEART HOSPITALS TRANSITIONAL CARE FACILITY ("TCF") IS A LICENSED 22-BED FACILITY THAT PROVIDES INDIVIDUALIZED COMPREHENSIVE SKILLED NURSING CARE AND REHABILITATION IN A HOME-LIKE ENVIRONMENT. RESIDENTS RANGE IN AGE FROM ADULT TO OLDER ADULT. TCF ALSO PROVIDES PHYSICAL, PSYCHOSOCIAL, EMOTIONAL, AND EDUCATIONAL SUPPORT TO RESIDENTS AND THEIR FAMILIES, AND ENCOURAGE FAMILY PARTICIPATION IN A RESIDENTS TREATMENT PLAN. THE INTERDISCIPLINARY TEAM APPROACH ENSURES THAT PATIENTS ARE PROVIDED THE HIGHEST QUALITY OF EVIDENCE-BASED CARE TO MEET RESIDENT AND FAMILY NEEDS. SUPPORT TO RESIDENTS AND THEIR FAMILIES, AND ENCOURAGE FAMILY PARTICIPATION IN A RESIDENTS TREATMENT PLAN. THE INTERDISCIPLINARY TEAM APPROACH ENSURES THAT PATIENTS ARE PROVIDED THE HIGHEST QUALITY OF EVIDENCE-BASED CARE TO MEET RESIDENT AND FAMILY NEEDS. (9) SURGICAL SERVICES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: - BREAST - EAR, NOSE & THROAT - EYE - GENERAL - NEURO - ORTHOPEDIC - PLASTIC - PODIATRY - SPINE - UROLOGY - VASCULAR (10) WOMENS HEALTH SERVICES INCLUDE: - BLADDER PROBLEMS - BREAST HEALTH SERVICES - GYNECOLOGY - OSTEOPOROSIS - PERINATOLOGY - POSTPARTUM CARE SERVICES PARISH NURSING: PARISH NURSING IS A SPECIALTY PRACTICE OF REGISTERED NURSES AND PROFESSIONAL MODEL OF HEALTH MINISTRY. PARISH NURSES PROVIDE HOLISTIC NURSING CARE TO FAITH COMMUNITY MEMBERS ACROSS THE LIFE SPAN AND FACILITATE WELLNESS AND THE PROMOTION OF A HEALING COMMUNITY. IN KEEPING WITH THE ORGANIZATIONS MISSION, THE PARISH NURSING PROGRAM SEEKS TO STRENGTHEN AND REINFORCE THE RELATIONSHIP BETWEEN HEALTH AND SPIRITUALITY BY WORKING TOGETHER WITH FAITH COMMUNITIES TO PROMOTE WELLNESS OF BODY, MIND, AND SPIRIT. THE PROGRAM ENABLES SACRED HEART HOSPITAL TO RETURN TO ITS ORIGINAL MISSION OF CARING FOR THE SPIRITUAL NEEDS OF THE COMMUNITY AND THE PHYSICAL NEEDS OF THE SICK. PARISH NURSING IS A MEMBER OF THE COALITION BOARD OF THE GREATER LEHIGH VALLEY, AN ECUMENICAL GROUP OF COMMUNITY MEMBERS COMMITTED TO SUPPORTING THE PARISH NURSE COALITION MEMBERSHIP IN THEIR MINISTRY. THIS SUPPORT IS MANIFESTED THROUGH EDUCATIONAL NETWORKING MEETINGS, SPIRITUAL RETREATS, AND CONFERENCES DEVELOPED FOR PARISH NURSES BY THE PARISH NURSE COORDINATOR AND THE COALITION BOARD COUNCIL MEMBERS. THE PARISH NURSE COORDINATOR IS ALSO AVAILABLE AS A RESOURCE FOR COMMUNITY SERVICES. THE PROGRAMS AND SERVICES THE PARISH NURSING PROGRAM OFFER DIFFER FROM PLACE TO PLACE BECAUSE THEY ARE DEVELOPED BASED ON THE NEEDS OF THE PEOPLE THEY SERVE. ADDITIONALLY, PARISH NURSES ARE SPECIALLY TRAINED TO WORK WITHIN FAITH COMMUNITIES. WITHIN THE DEPARTMENT IS A COMMUNITY OUTREACH STAFF THAT FOCUSES SPECIFICALLY ON WOMENS HEALTH ISSUES. PARISH NURSING SERVICES INCLUDE: 1) HELP PEOPLE OF ALL AGES OVERCOME OBSTACLES TO OBTAIN THE HEALTH SERVICES THEY NEED, ANSWER QUESTIONS OR CONCERNS ABOUT PERSONAL HEALTH. 2) HELP PEOPLE IDENTIFY THEIR OWN HEALTH CHALLENGES AND PROVIDE REFERRALS TO SERVICES NEEDED TO MEET THOSE CHALLENGES. 3) OFFER HEALTH SCREENINGS INCLUDING BLOOD PRESSURE AND HEALTH ASSESSMENTS. 4) PROVIDE HEALTH INFORMATION THAT MAY BE OF SPECIAL INTEREST OR IMPORTANCE TO THE COMMUNITY, SUCH AS INFORMATION CONCERNING INSURANCES, ACCESS TO CARE, AND BILINGUAL OR CULTURAL INFORMATION. 5) SCHEDULE FREE SCREENING MAMMOGRAMS AND PAP SMEARS FOR UNINSURED AND UNDERINSURED WOMEN. SENIOR SERVICES --------------- SACRED HEART IS COMMITTED TO SERVING OUR SENIOR POPULATION BY PROVIDING A COMPREHENSIVE CONTINUUM OF CARE, AND ALSO DEDICATED TO PROVIDING PROGRAMS AND RESOURCES FOR CAREGIVERS TO THE ELDERLY. COMPREHENSIVE SENIOR SERVICES PROVIDE PREVENTIVE TREATMENT OPTIONS, TREATMENT FOR EXISTING CONDITIONS, EDUCATIONAL PROGRAMS, AND SENIOR LIVING SERVICES. THE FOCUS FOR SENIOR SERVICES IS TO IMPROVE THE QUALITY OF LIFE FOR EACH INDIVIDUAL. WEST TURNER RESIDENCES OFFERS RESIDENTS BOTH PERSONAL CARE AND INDEPENDENT LIVING. IT OFFERS SHORT, LONG, RESPITE, REHABILITATION, POST-HOSPITAL AND VACATION STAYS. PERSONAL CARE ENHANCES THE LIVES OF SENIORS WHO WISH TO MAINTAIN THEIR INDEPENDENT LIFESTYLE BUT FIND THEY NEED A HELPING HAND. INDEPENDENT LIVING MAXIMIZES RETIREMENT LIFESTYLE WITH THE ASSURANCE OF 24-HOUR SECURITY, HOUSEKEEPING SERVICES, AN INCLUSIVE DINING PACKAGE, AND THE CLOSE COMPANIONSHIP OF FAMILY AND FRIENDS. IF LEVEL OF CARE OR DAILY REQUIREMENTS CHANGE FROM INDEPENDENT LIVING TO PERSONAL CARE, THERE IS NO NEED TO CHANGE SUITE OR APARTMENT. THE SAME SERVICES CAN BE PROVIDED IN THE CURRENT RESIDENCE. COUPLES CAN ALSO HAVE DIFFERENT LEVELS OF CARE AND REMAIN LIVING TOGETHER. VOLUNTEERS: 111 VOLUNTEERS FOR 17,089 HOURS |
| CORE FORM, PART VI, QUESTION 3; PART VII AND SCHEDULE J | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKES UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKES HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THIS ORGANIZATION OUTSOURCED ALL OF ITS FINANCE FUNCTIONS INCLUDING BUT NOT LIMITED TO, ACCOUNTING, FINANCE, PAYROLL, ACCOUNTS PAYABLE AND TAX, TO ST. LUKES HEALTH NETWORK, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THOMAS P. LICHTENWALNER IS THE SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER OF THE NETWORK. MR. LICHTENWALNER RECEIVES A FEDERAL FORM W-2 FROM ST. LUKES HOSPITAL OF BETHLEHEM PENNSYLVANIA, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. LICHTENWALNERS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ST. LUKES HEALTH NETWORK, INC. (EIN: 23-2384282) FEDERAL FORM 990. PLEASE REFER TO THE ST. LUKES HEALTH NETWORK, INC. FORM 990 FOR THIS INFORMATION. |
| CORE FORM, PART VI, SECTION A; QUESTION 4 | ON SEPTEMBER 15, 2017, ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK") ENTERED INTO A DEFINITIVE AGREEMENT (THE "AFFILIATION AGREEMENT") WITH SACRED HEART HEALTHCARE SYSTEM ("SYSTEM"), SACRED HEART HOSPITAL OF ALLENTOWN ("SHH"), SH REALTY CORPORATION ("SHRC"), SACRED HEART ANCILLARY SERVICES, INC. ("SHAS"), QUALITY PATIENT CARE, LLC ("QPC"), AND SACRED HEART FOUNDATION ("SHF"). ON MARCH 1, 2018, SUBSEQUENT TO THE SATISFACTION OF ALL CONDITIONS PRECEDENT, THE AFFILIATION WAS COMPLETED AND CONSUMMATED. ACCORDINGLY, PURSUANT TO THE TERMS OF THE AFFILIATION AGREEMENT: (I) THE NETWORKS PARENT ENTITY, ST. LUKE'S HEALTH NETWORK, INC. ("SLHN") BECAME THE SOLE MEMBER OF SHHS AND SHH; (II) SHH IS THE SOLE MEMBER OF EACH OF SHRC, SHF AND QPC; AND (III) SHH IS THE SOLE STOCKHOLDER OF SHAS. SHHS, SHH AND SHF ARE PENNSYLVANIA NONPROFIT CORPORATIONS AND ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"). SHRC IS A PENNSYLVANIA NONPROFIT CORPORATION AND ORGANIZATION DESCRIBED UNDER SECTION 501(C)(2) OF THE CODE. QPC IS A PENNSYLVANIA FOR PROFIT LIMITED LIABILITY CORPORATION AND SHAS IS A PENNSYLVANIA FOR PROFIT CORPORATION. ACCORDINGLY, THIS ORGANIZATIONS ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED AND RESTATED TO REFLECT SLHN AS ITS SOLE MEMBER. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ST. LUKES HEALTH NETWORK, INC. ("SLHN") IS THE SOLE MEMBER OF THIS ORGANIZATION. SLHN HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF DIRECTORS) PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE ST. LUKE'S UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF DIRECTORS HAS DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE NETWORK'S FINANCE PERSONNEL, INCLUDING ITS SENIOR VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF FINANCE, DIRECTOR OF ACCOUNTING AND VARIOUS OTHER NETWORK INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE NETWORK'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE NETWORK'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE NETWORK'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. THEREAFTER, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, DIRECTORS, BOARD COMMITTEE MEMBERS AND SENIOR MANAGERS ANNUALLY. THE NETWORK'S COMPLIANCE DEPARTMENT, INCLUDING ITS CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL, ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A DIRECTOR DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE DIRECTOR'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE ORGANIZATION'S GOVERNING BODY, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE DIRECTOR'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION THE BOARD OF DIRECTORS MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. ON AN ANNUAL BASIS THE HUMAN RESOURCES DEPARTMENT OF THE ORGANIZATION PROVIDES THE BOARD WITH COMPENSATION MARKET DATA TO REVIEW AND CONSIDER WITH RESPECT TO ALL KEY EMPLOYEES AND OFFICERS OF THE ORGANIZATION. THE BOARD REVIEWS THE MARKET DATA, APPROVES ANY SALARY ADJUSTMENTS FOR THE EXECUTIVE POPULATION, CONSIDERS BOTH REASONABLENESS AND EFFECTIVENESS OF ALL REMUNERATIVE PROGRAMS AND ESTABLISHES THE DETAILED PERFORMANCE EXPECTATIONS WHICH ARE INCORPORATED INTO THE ORGANIZATION'S INCENTIVE PLANS. ALL OF THESE DISCUSSIONS ARE DOCUMENTED THROUGH THE PROVISION OF MEETING MINUTES. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS. |
| CORE FORM, PART VII AND SCHEDULE J | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKES UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKES HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. FRANK FORD AND JEFFREY A. JAHRE, M.D. ARE OFFICERS OF THIS ORGANIZATION AND ARE NOT COMPENSATED FOR SERVING AS OFFICERS OF THE ORGANIZATION. MR. FORD IS THE CHIEF INTEGRATION OFFICER AND DR. JAHRE IS THE SENIOR VICE PRESIDENT, MEDICAL AFFAIRS & ACADEMIC AFFAIRS OF THE NETWORK AND BOTH INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ST. LUKES HOSPITAL OF BETHLEHEM PENNSYLVANIA, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. FORDS AND DR. JAHRES REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ST. LUKES HEALTH NETWORK, INC. (EIN: 23-2384282) FEDERAL FORM 990. PLEASE REFER TO THE ST. LUKES HEALTH NETWORK, INC. FORM 990 FOR THIS INFORMATION. |
| CORE FORM, PART VII AND SCHEDULE J | STEPHEN A. LANSHE, ESQ., SECRETARY/VICE PRESIDENT GENERAL COUNSEL OF THE ORGANIZATION FOR THE PERIOD OF 7/1/2017 TO 4/2/2018, IS STILL EMPLOYED WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK AS THE ASSOCIATE GENERAL COUNSEL OF ST. LUKE'S HEALTH NETWORK, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. DANIEL C. CONFALONE, TREASURER/CHIEF FINANCIAL OFFICER OF THE ORGANIZATION FOR THE PERIOD OF 7/1/2017 TO 11/1/2017, IS STILL EMPLOYED WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK AS THE NETWORK VICE PRESIDENT OF FINANCE OF ST. LUKE'S HEALTH NETWORK, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF DIRECTOR MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENTS THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF OTHER RELATED ORGANIZATIONS WITHIN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - TRANSFER TO SACRED HEART HEALTHCARE SYSTEM; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - ($2,201,917); - GAIN ON RETIREMENT/PURCHASE OF BONDS - $1,309,995; - CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS ($90,032); - CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT - $21,317; - ADJUSTMENT IN NET ASSETS DUE TO AFFILIATION WITH ST. LUKES UNIVERSITY HOSPITAL NETWORK - $2,244,164; - RESTRUCTURING COSTS - ($22,709,263); AND - TRANSFER OF INVESTMENT IN QUALITY PATIENT CARE, LLC; A SINGLE MEMBER LIMITED LIABILITY COMPANY FROM SACRED HEART HEALTHCARE SYSTEM; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - ($3,407,373). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE NETWORK AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY, AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:8912674 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DIETARY ADMINISTRATION TOTAL FEES:2144140 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:857956 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION FEES TOTAL FEES:368778 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:367912 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED PHARMACY TOTAL FEES:332341 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALITY PATIENT CARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W CHEW STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472412048 | EIN |
| Primary Activities | URGENTCARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $203,217 | TotalIncomeAmt |
| End Of Year Assets | $209,435 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HEALTH NETWORK INC | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232384282 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | NA | false |
| ST LUKE'S HOSPITAL OF BETHLEHEM PA | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 231352213 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| ST LUKE'S HOSPITAL ANDERSON CAMPUS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 454394739 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| ST LUKE'S HOSPITAL MONROE CAMPUS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 465143606 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| ST LUKE'S QUAKERTOWN HOSPITAL | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 231352203 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| CARBON-SCHUYLKILL COMMUNITY HOSPITAL | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 251550350 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| ST LUKE'S PHYSICIAN GROUP INC | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232380812 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | SLHN | false |
| ST LUKE'S EMERGENCY & TRANSPORT SVCS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232179542 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | SLHN | false |
| QUAKERTOWN REHABILITATION CENTER | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232543924 | INACTIVE | PA | 501(C)(3) | 170B1AIII | SLHN | false |
| HOMESTAR MEDICAL EQUIP & INFUSION SVCS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232418254 | INACTIVE | PA | 501(C)(3) | 509(A)(2) | VNA | false |
| VNA OF ST LUKE'S - HOME HEALTH HOSPICE | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 240795497 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(1) | SLB | false |
| ST LUKE'S WARREN HOSPITAL INC | ||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 221494454 | HEALTH SVCS. | NJ | 501(C)(3) | HOSPITAL | SLHN | false |
| BLUE MOUNTAIN HOSPITAL INC | ||||||||||
| 211 NORTH 12TH STREET | LEHIGHTON | PA | 18235 | 240795436 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN | false |
| CMS MEDICAL CARE CORPORATION | ||||||||||
| 211 NORTH 12TH STREET | LEHIGHTON | PA | 18235 | 232473899 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | SLHN | false |
| SACRED HEART HEALTHCARE SYSTEM | ||||||||||
| 421 W CHEW STREET | ALLENTOWN | PA | 18102 | 232328297 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | SLHN | false |
| SACRED HEART FOUNDATION | ||||||||||
| 421 W CHEW STREET | ALLENTOWN | PA | 18102 | 232328300 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | SHH | Yes (true) |
| SH REALTY CORPORATION | ||||||||||
| 421 W CHEW STREET | ALLENTOWN | PA | 18102 | 232384986 | HOLDING CO. | PA | 501(C)(2) | N/A | SHH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SH ASSISTED LIVING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 ADLER PLACE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200546001 | EIN |
| Primary Activities | MEDICAL OFFICE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HEALTH NETWORK INSURANCE COMP | ||||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 752993150 | FINANCIAL VEHICLE | VT | NA | C CORP. | false | |||
| ST LUKE'S PHYSICIAN HOSPITAL ORG INC | ||||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232786818 | HEALTHCARE SVCS. | PA | NA | C CORP. | false | |||
| HILLCREST EMERGENCY SERVICES PC | ||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 204429976 | HEALTHCARE SVCS. | NJ | NA | C CORP. | false | |||
| TWO RIVERS ENTERPRISES INC | ||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 521552606 | REAL ESTATE | NJ | NA | C CORP. | false | |||
| ST LUKE'S WARREN PHYSICIAN GROUP PC | ||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 223837316 | HEALTHCARE SVCS. | NJ | NA | C CORP. | false | |||
| SACRED HEART ANCILLARY SERVICES INC | ||||||||||||
| 421 W CHEW STREET | ALLENTOWN | PA | 18102 | 232384987 | HEALTHCARE SVCS. | PA | SHH | C CORP. | Yes (true) | $1,256,628 | $2,285,949 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SACRED HEART FOUNDATION | ||
| E | $95,830 | COST |
| SACRED HEART ANCILLARY SERVICES INC | ||
| D | $2,473,975 | COST |
| SACRED HEART FOUNDATION | ||
| C | $119,317 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. IN THE ORDINARY COURSE OF BUSINESS, VARIOUS AFFILIATES WITHIN THE SYSTEM, ROUTINELY PAY EXPENSES FOR VARIOUS AFFILIATES WITHIN THE NETWORK, INCLUDING THIS ORGANIZATION. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. | ExplanationTxt |