2019-05-15T20:36:23-05:00 2018-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2017-07-01 208544021 St Joseph Medical Group % COURTNEY COFFMAN STJO 6103782300 2500 Bernville Road PO Box 316 Reading PA 19605 COURTNEY COFFMAN CFO 6103782300 2019-05-15 true Russlee Armstrong P00288383 2155614200 2019-05-15 209.220.136.124 23695320191355000070 2019-05-15 P 7ADEB484C3F4D15C122FED74DEA9E2A853CDDDC4 608A44FBD3B3FC5DA597FC74B11BC79851E8289E 2017 2020-01-14 16:20:31Z John Morahan 2500 Bernville Road Reading PA 19605 48055657 false X WWW.THEFUTUREOFHEALTHCARE.ORG X 2007 PA OPERATE SEVERAL PHYSICIAN CLINICS TO PROVIDE HEALTHCARE SERVICES AND PROMOTE A HEALTHIER COMMUNITY THROUGH SERVICES AND EDUCATION THAT EMPHASIZES WELLNESS. 3 1 0 5 0 0 25159281 23113482 20201877 24529785 -29419 0 283002 412390 45614741 48055657 0 0 0 0 31231949 38509138 0 0 0 12636815 10824495 43868764 49333633 1745977 -1277976 3934957 2941218 3857840 4142077 77117 -1200859 X THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. false false 46393877 24935875 ST. JOSEPH MEDICAL GROUP (SJMG) PROVIDES QUALITY PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY IN CONJUNCTION WITH, AND IN SUPPORT OF, ST. JOSEPH REGIONAL HEALTH NETWORK, IN READING, PENNSYLVANIA, WHICH IS ALSO A 501(C)(3) CHARITABLE, TAX EXEMPT ORGANIZATION. SJMG PROVIDES THESE SERVICES TO THE CITIZENS OF ITS COMMUNITY WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP OR AGE. IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES AND MEDICAL EDUCATION. THEREFORE, IN KEEPING WITH THE COMMITMENT OF SJMG AND ST. JOSEPH REGIONAL HEALTH NETWORK TO SERVE ALL MEMBERS OF THE COMMUNITY, FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND INDIVIDUAL'S INABILITY TO PAY COEXIST. SJMG PROVIDES THE FOLLOWING PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY THROUGH ITS DULY-LICENSED PHYSICIANS, EMPLOYEES AND CONTRACTORS: FAMILY MEDICINE, OB/GYN, GENERAL SURGICAL SERVICES, NEUROLOGY, NEUROSURGERY, VASCULAR SERVICES, ORTHOPEDICS, AND CONTINUING COMMUNITY AND MEDICAL EDUCATION SERVICES. 46393877 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 true false false false false false false false false false false X 3 1 false false false false true true true true true false false true true true true true true false false false PA X COURTNEY COFFMAN 6103782300 2500 BERNVILLE ROAD Reading PA 19605 X Courtney Coffman Board Mem/Sec/Treas/SJRHN-CFO 2.0 38.0 X X 0 201665 15371 John Morahan Board Mem/Chair/SJRHN-CEO 2.0 38.0 X X 0 524235 28023 Heidi Masano Board Member/Vice Chair 2.0 2.0 X X 0 0 0 Kirk McMurtry Physician 40.0 0.0 X 0 745811 28893 Martin Ross Physician 40.0 0.0 X 0 633980 39239 Rickie Monroe Physician 40.0 0.0 X 0 557575 32405 Andre Robinson Physician 40.0 0.0 X 0 538908 32238 Michael Abboud Physician 40.0 0.0 X 0 475253 25524 Paul Swinko Former Officer (end 4/25/2017) 0.0 0.0 X 0 440013 21242 David Lim former officer (end 9/7/2016) 0.0 0.0 X 0 221051 20808 0 4338491 243743 0 true true false Milton S Hershey Medical Center 500 University Drive HERSHEY PA 17033 Physician Services 2029522 Comphealth PO Box 972625 DALLAS TX 75397 HEALTHCARE STAFFING 824860 HQA Services LLC 67 Goldfinch Circle PHOENIXVILLE PA 19460 Physician Services 541125 Staff Care Inc 12400 High Bluff Drive SAN DIEGO CA 92130 Locums 248968 Qualimed 25 Ridge Avenue LEBANON PA 17042 Physician Services 153000 6 23113482 23113482 NET PATIENT SERVICE REVENUE 621111 24529785 24529785 24529785 0 0 0 6300 6300 0 6300 6300 0 0 0 0 0 0 0 0 0 0 CLINICAL INTEGRATED NETWORK 900099 206336 206336 CONTRACTED PHYSICIANS 900099 66588 66588 CLINICAL RESEARCH 900099 53404 53404 79762 79762 406090 48055657 24935875 6300 X 0 0 0 0 0 0 32068415 30291214 1777201 1263963 1056271 207692 3342873 2847283 495590 1833887 1737909 95978 0 0 0 0 0 0 5221727 5163956 57771 0 0 175029 161610 13419 0 0 2346290 2239753 106537 101878 93375 8503 0 47446 42084 5362 0 0 239763 158288 81475 417299 417299 MEDICAL SUPPLIES 1103963 1103963 0 0 BAD DEBTS 924979 924979 0 0 DUES & SUBSCRIPTIONS 96666 91169 5497 0 LICENSES 52429 33394 19035 0 97026 31330 65696 49333633 46393877 2939756 0 745848 92678 0 0 0 0 1985796 2060332 0 0 0 0 0 0 0 0 298463 52640 1307773 572205 904850 735568 0 0 0 0 0 0 0 0 0 0 3934957 2941218 2862477 3058851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 995363 1083226 3857840 4142077 X 77117 -1200859 0 0 0 0 77117 -1200859 3934957 2941218 -1277976 X false true X true false X 14624364 13859824 21461001 25159281 23113482 98217952 13485018 18678474 17784181 20201877 24529785 94679335 0 0 0 28109382 32538298 39245182 45361158 47643267 192897287 0 0 0 192897287 92 10506 10130 10800 6300 37828 0 92 10506 10130 10800 6300 37828 0 255000 261309 289270 272202 406090 1483871 28364474 32810113 39544582 45644160 48055657 194418986 0.99217 0.99245 0.00020 0.00020 X 491507 159725 331782 757927 412480 345447 58339 58339 735568 0 MEDICAL PROFESSIONAL FEES 474006 401K CONTRIBUTION 449681 PHYSICIAN BILLING FEES 165379 ACCRUED EXPENSES -5840 1083226 true false false false false false false false false Courtney Coffman Board Mem/Sec/Treas/SJRHN-CFO 0 175988 0 25000 0 677 0 0 0 15371 0 217036 0 0 John Morahan Board Mem/Chair/SJRHN-CEO 0 507495 0 0 0 16740 0 8100 0 19923 0 552258 0 0 Kirk McMurtry Physician 0 701165 0 30000 0 14646 0 8100 0 20793 0 774704 0 0 Martin Ross Physician 0 611376 0 18617 0 3987 0 11026 0 28213 0 673219 0 0 Rickie Monroe Physician 0 550034 0 0 0 7541 0 4268 0 28137 0 589980 0 0 Andre Robinson Physician 0 529416 0 0 0 9492 0 6660 0 25578 0 571146 0 0 Michael Abboud Physician 0 319666 0 153667 0 1920 0 0 0 25524 0 500777 0 0 Paul Swinko Former Officer (end 4/25/2017) 0 349084 0 71674 0 19255 0 20640 0 602 0 461255 0 0 David Lim former officer (end 9/7/2016) 0 0 0 0 0 221051 0 0 0 20808 0 241859 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH OR ITS RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SCHEDULE J, PART I, LINE 4A RECEIPT OF SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT: DAVID LIM RECEIVED SEVERANCE IN THE AMOUNT OF $221,051. SEVERANCE IS REFLECTED IN PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 7 Bonuses, paid by a related organization that employs the individuals, are based on a number of variables including but not limited to individual goal achievements as well as organization operation achievements. The final determination of the bonus amount is determined and approved by the applicable board as part of the overall compensation review of the officers, key employees and highest compensated. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE FILING ORGANIZATION'S SOLE MEMBER IS PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, LINE 7A ELECTING MEMBERS OF GOVERNING BODY: DIRECTORS SHALL BE ELECTED BY THE CORPORATE MEMBER, PENN STATE HEALTH. THE CORPORATE MEMBER MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: PURSUANT TO THE FILING ORGANIZATION'S BYLAWS THE CORPORATE MEMBER HAS RESERVED POWERS AS FOLLOWS: - TO DETERMINE THE NUMBER OF AND TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE FILING ORGANIZATION; - TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON AND VICE CHAIRPERSON OF THE FILING ORGANIZATION; - TO INITIATE OR APPROVE ANY AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION; - TO INITIATE OR TO APPROVE ALL FUNDAMENTAL CHANGE TRANSACTIONS AND ALL OTHER TRANSACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS, INCLUDING WITHOUT LIMITATION, ALL MERGERS, CONSOLIDATIONS, DIVISIONS, SALES OF SUBSTANTIALLY ALL ASSETS, AND LIQUIDATION OR DISSOLUTION OF THE FILING ORGANIZATION; - TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY: THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM; IT IS REVIEWED BY ACCOUNTING/FINANCE DEPARTMENT PERSONNEL AND THE CHIEF FINANCIAL OFFICER, AND THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY: THE FILING ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST (COI) POLICIES FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES (COVERED PERSONS). PER THE POLICY, NO COVERED PERSONS MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE POLICY. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS THROUGH AN ANNUAL WRITTEN DISCLOSURE STATEMENT AND AS MATTERS INVOLVING AN ACTUAL OR POTENTIAL CONFLICT ARISE. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE TRANSACTION OR ARRANGEMENT. A COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR OR SHALL LEAVE ANY PORTION OF A MEETING AT WHICH THE BOARD OF DIRECTORS OR A COMMITTEE IS VOTING TO DETERMINE WHETHER A CONFLICT EXISTS, BUT MAY BE PRESENT PRIOR TO THE VOTE TO MAKE PRESENTATION TO THE BOARD OR COMMITTEE TO DISCLOSE ADDITIONAL FACTS, OR TO RESPOND TO QUESTIONS. THE FILING ORGANIZATION MAY ENTER INTO A TRANSACTION OR ARRANGEMENT IN WHICH A COVERED PERSON HAS AN ACTUAL CONFLICT OF INTEREST IF A MAJORITY OF DIRECTORS WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT APPROVE THE TRANSACTION OR ARRANGEMENT AT A BOARD OR COMMITTEE MEETING AFTER DETERMINING THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION, ANY COVERED PERSON WHO HAS A CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING SUCH TRANSACTION OR ARRANGEMENT (EXCEPT THAT THE COVERED PERSON MAY APPEAR AT A MEETING TO ANSWER QUESTIONS), AND IF THE TRANSACTION OR ARRANGEMENT INVOLVES COMPENSATION OR OTHER FINANCIAL BENEFIT TO THE COVERED PERSON, THE BOARD RELIES ON APPROPRIATE COMPARABILITY DATA TO DETERMINE REASONABLENESS. THE FILING ORGANIZATION WILL DOCUMENT THE FOREGOING IN THE MINUTES OF BOARD AND COMMITTEE MEETINGS, AS APPLICABLE. EACH COVERED PERSON MUST SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE COI POLICY, HAS READ AND UNDERSTANDS IT, AND HAS AGREED TO COMPLY WITH IT. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS OR OTHER POSITION WITH THE FILING ORGANIZATION, AS APPROPRIATE. FORM 990, PART VI, LINES 13 & 14 WHISTLEBLOWER POLICY AND DOCUMENT RETENTION/DESTRUCTION POLICY: THE FILING ORGANIZATION FOLLOWS THE WHISTLEBELOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF A RELATED ORGANIZATION. FORM 990, PART VI, LINES 15A & 15B PROCESS USED TO ESTABLISH COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES: THE FILING ORGANIZATION DOES NOT HAVE ANY EMPLOYEES; HOWEVER, ITS APPLICABLE RELATED ORGANIZATIONS HAVE THE FOLLOWING PROCESS FOR ESTABLISHING COMPENSATION: ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF THE RELATED ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, OFFICERS, AND KEY EMPLOYEES. AS PART OF THE ANALYSIS, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABILITY DATA UPON WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE CEO, OFFICERS, AND KEY EMPLOYEES. ONCE THE COMPENSATION ANALYSIS IS COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO THE BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE CEO, OFFICERS, AND KEY EMPLOYEES ARE REASONABLE WITHIN THE MEANING OF TREASURY REGULATION 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES BASED UPON THE DATA IN THE REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, THE BASIS FOR THESE DECISIONS, THE BOARD MEMBERS' NAMES WHO VOTE ON COMPENSATION, AND THAT NONE OF THE BOARD MEMBERS HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS IS ALL CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE PENNSYLVANIA STATE UNIVERSITY AND ITS SUBSIDIARIES (WHICH INCLUDE THE FILING ORGANIZATION) ARE AVAILABLE AT WWW.PSU.EDU. FORM 990, PART VII COMPENSATION BY RELATED ORGANIZATION: ST. JOSEPH MEDICAL CENTER DID NOT PAY EMPLOYEES FOR THE CALENDAR YEAR 2017; HOWEVER, THE MEDICAL GROUP IS ELECTING FOR TRANSPARENCY TO SHOW FIVE HIGHEST COMPENSATED INDIVIDUALS THAT WERE PAID BY A RELATED ORGANIZATION BECAUSE THEIR SERVICES WERE RENDERED FOR THE BENEFIT OF THE MEDICAL GROUP. FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:3081204 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING FEES TOTAL FEES:1825175 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:315348 ST JOSEPH REGIONAL HEALTH NETWORK 2500 BERNVILLE ROAD PO BOX 316 READING PA 19603 231352211 HEALTHCARE PA 501(C)(3) 3 PSH false ST JOSEPH MEDICAL CENTER FOUNDATION 2500 BERNVILLE RD PO BOX 316 READING PA 19603 232649362 FUNDRAISING PA 501(C)(3) 10 SJRHN false Penn State Health 500 UNIVERSITY DRIVE MC H16 Hershey PA 17033 473769205 mgmt/support PA 501(C)(3) 12A PSU false The Pennsylvania State University One Old Main University Park PA 16802 246000376 EDUCATION PA 115 N/A false The Milton S Hershey Medical Center 90 Hope Drive Hershey PA 17033 251854772 Healthcare PA 115 PSH false HERSHEY OUTPATIENT SURGERY CENTER LP 15305 DALLAS PKWY ADDISON TX 75001 200469951 HEALTHCARE PA NA N/A PAL MSO LLC 1600 CLOISTER DRIVE LANCASTER PA 17601 263260424 PRACTICE MGMT PA NA N/A CGH REALTY ASSOCIATES LP 2500 BERNVILLE ROAD READING PA 19603 232344074 REAL ESTATE PA NA N/A NITTANY HEALTH INC 408 OLD MAIN UNIVERSITY PARK PA 16802 251769611 HOMECARE INTEGRAT PA NA C CORP false CGH REALTY CO INC 2500 BERNVILLE ROAD READING PA 19603 232326801 REAL ESTATE PA NA c corp false 4814 DEVELOPMENT ASSOCIATES 500 UNIVERSITY DRIVE MC H162 HERSHEY PA 17033 823189759 REAL ESTATE PA NA C CORP false false false true false false false false false true false false false false false true false false false false