2025-11-05T07:19:13-06:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2024-01-01 010212444 York Hospital YORK 2073634321 15 Hospital Drive York ME 03909 Robin LaBonte CFO 2073634321 2025-11-04 1 0 Connor Smart P02285543 2078792100 2025-11-04 2024 2025-03-06 01:10:19Z Patrick Taylor MD 15 Hospital Drive York ME 03909 217566991 0 X www.yorkhospital.com X 1904 ME Community Hospital 16 12 1300 150 2858063 82654 1260104 5117216 207911534 199090819 1146923 1157434 42380 36176 210360941 205401645 258393 343244 0 0 110047478 106143376 0 298774 1246058 111009152 111751216 221315023 218536610 -10954082 -13134965 112889162 117074346 54792556 69258835 58096606 47815511 Community Hospital 0 0 191993921 343244 196274780 York Hospital is a not-for-profit health care center established to provide health care services to the York county area. It offers both inpatient and outpatient acute services and has 79 licensed acute beds. The Hospital has outpatient satellite services in Wells, Kittery, Berwick, South Berwick, Sanford, and Newington, NH.York Hospital is committed to enhancing the health and wellness of the communities we serve. Our vision is to be the community's trusted health partner dedicated to clinical excellence and service, empowering people to live their best possible lives. 191993921 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 28 0 1 1300 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Robin LaBonte CFO 2073634321 15 Hospital Drive York ME 03909 Yvette Baily RN Trustee/RN 40.00 0.00 X 114959 0 15161 Erich Fogg PA-C Trustee/Physician Assistant 40.00 0.00 X 253415 0 43474 Frank Green DO Trustee/Physician (end 8/2024) 40.00 0.00 X 386934 0 44629 William Kiley DO Trustee/Physician (eff. 9/2024) 40.00 0.00 X 405771 0 41523 Patrick A Taylor MD CEO/President 40.00 0.00 X X 800771 0 88522 Wendy Cote Trustee 1.00 0.00 X 0 0 0 Alexis Crawford Trustee (eff 4/2024) 1.00 0.00 X 0 0 0 Gretchen Dunkelberger Trustee 1.00 0.00 X 0 0 0 Eugene Gaudette Trustee 1.00 0.00 X 0 0 0 Ann Hussey Trustee (end 8/2024) 1.00 0.00 X 0 0 0 John Houlihan Trustee (end 8/2024) 1.00 0.00 X 0 0 0 Judith McAllister Trustee 1.00 0.00 X 0 0 0 Daniel Morrison Trustee 1.00 0.00 X 0 0 0 Deborah Pease Trustee 1.00 0.00 X 0 0 0 Suzi Raeside Trustee 1.00 0.00 X 0 0 0 Ala Reid Trustee 1.00 0.00 X 0 0 0 Dianne Smallidge EdD RDH Trustee/Chair 1.00 0.00 X X 0 0 0 Lorraine Boston Trustee/Treasurer 1.00 0.00 X X 0 0 0 Mark Wladis Trustee/Vice Treasurer/Vice Chair 1.00 0.00 X X 0 0 0 Robin LaBonte CFO 40.00 0.00 X 375234 0 56091 Jeffrey Colness MD Cardiologist 40.00 0.00 X 1004068 0 30327 Alex Gold MD Cardiologist 40.00 0.00 X 811496 0 57882 Christopher Yoo MD Cardiologist 40.00 0.00 X 654494 0 12074 Jonathan Bridges MD Cardiologist 40.00 0.00 X 645203 0 26934 Amanda Demetri-Lewis MD Radiologist 40.00 0.00 X 604399 0 52704 6056744 0 469321 189 0 1 0 Medifis PO Box 5068 New York NY 10087 Locum staffing 5697522 Weatherby Locums Inc PO Box 972633 Dallas TX 753972633 Locum tenums services 3039477 Veradigm (fka Allscripts) 24630 Network Place Chicago IL 60673 Healthcare data solutions 2481120 HMS York LLC PO Box 660 Exeter NH 03833 Locum coverage 1972009 Lahey Hospital & Medical Center 41 Mall Road Burlington MA 01805 Urology professional services 1760395 30 5000 16992 2741662 2353562 80201 5117216 Patient services 621400 138291266 138291266 Diagnostic and reference labs 621500 51448256 50963544 484712 Pharmacies and drug stores 456110 6533149 4163080 2370069 Miscellaneous program services 621400 2264420 2261138 3282 Cafeteria and dietary 722210 525952 525952 27776 27776 199090819 197164 197164 42024 0 42024 42024 42024 13071482 47371 12156101 2482 915381 44889 960270 960270 915 16992 6763 -5848 -5848 205401645 196274780 2858063 1151586 X 343244 343244 2626484 2362360 264124 79458552 71014522 8269563 174467 1323225 1188828 131354 3043 17206054 15372547 1796410 37097 5529061 4942380 574888 11793 199404 199404 162033 162033 155458 155458 56987 56987 298774 298774 22396 22396 32623812 28693292 3771490 159030 481495 226303 255192 3450279 207723 2680702 561854 124556 58541 66015 6164138 4314897 1849241 153718 72247 81471 123418 58006 65412 909253 909253 4666027 3530736 1135291 3619325 785013 2834312 Medical supplies/fees 37950833 37950833 Provision for bad debt 8916811 8916811 Pharmacy supplies 8078284 8078284 Healthcare provider tax 3877354 3877354 15635 15635 218536610 191993921 25296631 1246058 367322 627099 2460364 3823268 274408 2761313 22943806 24625735 4353729 4251898 1605698 1517843 131463863 89229908 40967049 42233955 31637646 24545455 2588844 2227201 5575512 5690296 4885067 112889162 117074346 28334190 34079226 6535098 10834476 5136805 9698593 14786463 14646540 54792556 69258835 X 40885757 24889647 17210849 22925864 58096606 47815511 112889162 117074346 X -13134965 1475088 1378782 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 11283 0 0 1 45704 56987 0 Part II-B, Line 1: Part II-B, Line 1f: York Hospital partners with various like-minded trade associations which support public policies and initiatives that focus on improving health outcomes and the experience of health care, while also aiming to reduce the overall cost of receiving that care. A portion of the dues paid to these associations has been designated as available for lobbying expenditures. Any lobbying expenditures paid by the associations are incurred in order to help monitor and discuss legislation affecting health care policy. Details of the dues paid by the Hospital are as follows: Maine Hospital Association - Total 2024 dues: $59,449 - Portion of dues available for lobbying: $8,614 American Hospital Association - Total 2024 dues: $18,422 - Portion of dues available for lobbying: $2,669 York Hospital also paid Maine Street Solutions of Portland, Maine, a total of $45,704 during this tax year. Maine Street Solutions provides legal, lobbying, campaign, and public relation services. Due to the nature of these services, York Hospital has disclosed this arrangement on this Form 990, Schedule C, Part II-B, as Other Lobbying Activities. 17210849 4719853 2053522 1058360 22925864 15581733 281741 2199585 852210 17210849 20784173 195141 -2762106 2635475 15581733 18572340 739411 1964538 492116 20784173 16116712 641121 2261257 446750 18572340 0.00000 0.22550 0.77450 0 0 3904522 3904522 74445974 48601099 25844875 3191863 3029757 162106 45311352 37599052 7712300 4610152 4610152 42233955 Pension obligations 3512884 Estimated third-party payor settlements 5468482 Lease liabilities 5665174 14646540 X 197928654 1475088 6763 1481851 196446803 22396 8932446 8954842 205401645 209588531 6763 6763 209581768 22396 8932446 8954842 218536610 Part V, Line 4: Temporarily Restricted Funds are classified and sorted by the following groups and purposes: Cardiac Campaign Funds - York Hospital launched a fundraising campaign to raise $6.4 million to modernize the hospital's Cardiac Catheterization Laboratory. The Leading Heart Cardiac Campaign is enabling York Hospital to make infrastructure improvements, upgrade medical equipment and enhance patient care. The scope of work for the redesigned Cardiac Cath Lab includes the creation of three separate pre- and post-procedure recovery rooms for patients with a centralized nursing station to improve workflow and care coordination. The total estimated project cost in just over $7.5 million. Providing a state-of-the-art Cardiovascular Catheterization Lab which fully supports the needs of our communities is a collaborative effort. Healthcare technology and patient's needs and expectations have greatly changed since the present center was established several decades ago. Biewend (12/82) - Funds from which the original principal and any incurred income are to be restricted for the purchase of new equipment. Biewend Funds can also be used for the acquisition of land and buildings other than an addition to the present hospital buildings. Page (1945) - Funds that are to be used for support and maintenance of district visiting nurses. Diana Baldwin-Dunnan Fund for Nursing Excellence to be used for financial support of Newly Licensed Nurse Residency Program to defray costs of orientation, preceptors, and classroom instruction for current year graduate nurses orienting to hospital required nursing skills. Rose F. Voignier Education Fund - Funds that are to be used for education for all with exception of physicians. Rose Voignier Education Fund - Funds to be used for staff education. Breast Cancer Living Well Fund - Funds to be used for breast cancer patients. Cancer Living Well Fund - Funds are to be used for cancer patients. Hancock Healthy Aging Fund - Funds are to be used to support programs and services that promote and benefit the physical, emotional, spiritual, and overall health and well-being of our community as they age. Women's Heart Health Fund - Funds are to be used for the support of the York Hospital Cardiology Center program "Heart Care for Women", an initiative specializing in women's heart care and diagnostics where the approach is to treat a health of women as a whole, minimizing the risk of heart disease and keeping the heart healthy. Mark & Diane Wladis Cardiology Fund - funds to be used to support Cardiology Services. Permanently Restricted Funds are classified and sorted by the following groups and purposes: Elizabeth B. Perkins - The Perkins' Funds Principal is to remain restricted in perpetuity. The income generated from the Funds are restricted for the care of patients who are unable to pay for proper treatment. Gerrity - Principal Gerrity Funds are to be maintained in perpetuity. 80% of income generated by the funds are considered unrestricted, to be used on general operations, while 20% is to be reinvested as Principal. Cowey - and gains generated by the Funds are to be used for pediatrics (Corpus only to be kept intact). Forristall - Income and gains generated by the Funds are to be used for SNF (Corpus only to be kept intact). Mason - Income and gains generated by the Funds are to be used to provide free care to patients who cannot afford to pay (Corpus only to be kept intact). Brewster - Income and gains generated by the Funds are to be used for any form of diabetes research and care (Corpus only to be kept intact). Rose F. Voignier Education Fund - Income and gains generated by the Funds are to be used for education for all with the exception of physicians (Corpus only to be kept intact). Palmer/Perkins Endowment - Income and gains generated by the Funds are to be used for education for nursing education for the staff (Corpus only to be kept intact). Sidelinger - (6/88) Income and gains generated by the Funds are to be used for general support, upkeep and maintenance of the Hospital as determined by the Board (principal only to be kept intact). Oncology Fund - Income and gains generated by the funds are to be used for support programs for patients, their families, and their caregivers. During its 2024 tax year, the Hospital also received a $2,500,000 Federal grant for community building projects and capital improvements. This amount has been included within temporarily restricted net assets and endowment funds. Part X, Line 2: The Hospital is a not-for-profit corporation and is tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. The Hospital has evaluated the positions taken on its filed tax returns. The Hospital has concluded no uncertain income tax positions exist at December 31, 2024. Part XI, Line 2d - Other Adjustments: Fundraising event expenses 6,763. Part XI, Line 4b - Other Adjustments: Provision for bad debts 8,916,811. Provision for unrelated business income taxes 15,635. Part XII, Line 2d - Other Adjustments: Fundraising event expenses 6,763. Part XII, Line 4b - Other Adjustments: Provision for bad debts 8,916,811. Provision for unrelated business income taxes 15,635. X X X X X X X 1 Strong Resource Group PO Box 1075 Portsmouth NH 03802 Fundraising Consultant 0 2130377 298774 1831603 2130377 298774 1831603 NH ME Road Race 17907 16992 915 100 1575 13 375 4700 17907 16992 915 100 1575 13 375 4700 6763 -5848 Form 990, Schedule G, Part I, Professional Fundraisers: During the period covered by this Form 990 Tax Return, York Hospital engaged Strong Resource Group to work with hospital leadership and the Board of Trustees to provide guidance on the fundraising campaign to renovate and expand the Cardiac Catheterization Laboratory and strengthen the Hospital's overall philanthropic department. The Hospital estimates that approximately $2,130,000 of donations and pledges received in 2024 can be attributed to Strong Resource Group's efforts. As Strong Resource Group assisted with York Hospital's overall fundraising efforts and capital campaigns, including assisting with the planning, leadership development, and operations management of the Hospital's solicitation and donor management procedures, all boxes on this Form 990, Schedule G, Part I, Line 1 have been indicated as "yes." 1 1 1 X 0 1 1 0 0 1 73 65261 65261 0.00030 1 7078 15116921 12022024 3094897 0.01480 2 7151 15182182 12022024 3160158 0.01510 594117 3593 590524 0.00280 71852377 28531348 43321029 0.20670 72446494 28534941 43911553 0.20950 2 7151 87628676 40556965 47071711 0.22460 1 3423279 25584821 41036716 -15451895 X 1 1 1 1 York Hospital 15 Hospital Drive York ME 03909 www.yorkhospital.com 38066 X X X York Hospital 1 0 0 1 X X X X X X X X X X 24 1 0 1 1 X Please see Part V X 1 24 1 Please see Part V 0 1 X 200.000000000000 X X X X 1 1 X X X X 1 X Please see Part V X Please see Part V X Please see Part V X X X X X X X 1 X 0 X X X X X 1 0 0 York Hospital Part V, Section B, Line 3j: A shared vision of a healthy Southern York County; socio-economic characteristics by town, and a community themes and strengths assessment. York Hospital Part V, Section B, Line 5: The current local Community Health Needs Assessment process completed in December 2024 helped York Hospital, its partners, and its community members identify three health issues of concern in the local service area: 1. Mental Health 2. Substance Misuse 3. Cardiovascular CareThese priorities were chosen through a process that examined data from state and county sources as well as local data including an online York Hospital Community Themes and Strengths Survey, The York County Health Profile and York County Maine Integrated Youth Health Survey, 2023.In choosing those priorities, the following criteria was considered: - Data showing significant problem(s) compared to the past and/or to the state numbers; - Gaps in existing services and efforts; and - Concern for issue demonstrated by community members and collaborating partners. To thoroughly take into account input from persons who represent the community, the Hospital took the following actions when updating its latest community health needs assessment: 1. Engaged a diverse range of stakeholders through surveys, interviews, and polls. 2. Coordinated with chief executives and officials across multiple organizations. 3. Developed community coalition to engage the general public and the broader community. 4. Compiled primary source and directly gathered information with data and reports available through government sources. 5. Conducted a series of forums and speaking events to gather input from community stakeholders.Additional details regarding the methods employed by the Hospital to gather input from the community for the purposes of the 2024 CHNA can be found in the full assessment, available through the weblinks posted on this Form 990, Schedule H. York Hospital Part V, Section B, Line 6b: York Hospital's CHNA was conducted with Choose To Be Healthy (CTBH), a community health coalition with a membership purposefully comprised of those representing diverse community sectors, such as education, health care, business, municipalities, law enforcement, and other similar community and public-service based institutions.Additionally, the current assessment includes the Southern York County Maine towns of Berwick, Eliot, Kittery, Lebanon, North Berwick, Ogunquit, South Berwick, Wells, Sanford and York. York Hospital Part V, Section B, Line 11: The York Hospital Community Health Needs Assessment 2025-2027 Implementation Plan Progress Report (for the 2024-2026 CHNA) identified three priority health issues: Mental Health, Substance Abuse and Misuse, and Cardiovascular Diseases. The Report outlines the Hospital's strategies, activities, progress, and status on each of these core issues.The Hospital actively worked to address each of the priority health issues through improved access to care and health-related resources, community engagement and education initiatives, improved staff capacity and skillsets, increased service-infrastructure, and through additional community, Hospital, clinic, and facility-based programs available to vulnerable populations and the public at-large.Please see the Community Health Needs Assessment Progress Report on our website for additional and specific details on how York Hospital is addressing the significant needs identified in the latest CHNA. The full report can be found on the Hospital's website using the weblinks available on this Form 990, Schedule H. York Hospital Part V, Section B, Line 13b: In addition to providing free care to patients with household income at or below 200% of the FPG, during this tax year York Hospital also offered a 40% discount to uninsured patients and a HELP Financial Assistance Program, which provides prompt payment discounts based on balances-due and patient income. Any reduction of these patients' hospital bills was based on the applicable patients' household income and the amount owed the Hospital. York Hospital Part V, Section B, Line 16j: All patient billing statements list the Hospital's financial assistance program's applicable phone number and website-address, which the patient may then use to acquire more information or receive additional assistance. York Hospital Part V, Section B, Line 20e: The collection agency working for York Hospital is aware of the Hospital's financial assistance policy. Therefore, in the unlikely event that a patient eligible for financial assistance is not identified before their account is sent to outside collections, the collection agency itself has the ability to identify these patients who will be unable to pay their hospital bills, and who may also qualify for the assistance program. York Hospital will not impose extraordinary collection actions, such as wage garnishments, liens on residences, or other legal action, on any patient without first making reasonable efforts to determine whether that patient is eligible for financial assistance under the Hospital's policy. Schedule H, Part V, Section B, Line 7a and 10: York Hospital's 2024-2026 Community Health Needs Assessment can be found on its website at the following web address:https://www.yorkhospital.com/application/files/3617/3496/5396/York_Hospital_CHNA_Report_2024.pdfThe Hospital's Community Health Needs Assessment Implementation Plan can be found on the Hospital's website at the following address:https://www.yorkhospital.com/application/files/3817/4862/0037/York_Hospital_CHNA_Implementation_Plan_2025-2027.pdfOther recently published Community Health Needs Assessments and progress reports can be found on the Hospital's website at the following web addresses:https://www.yorkhospital.com/resources/community-healthhttps://www.yorkhospital.com/utility-links/chna-990 Schedule H, Part V, Section B, Lines 16a: York Hospital's Financial Assistance Policy is available on their website at the following web address: https://www.yorkhospital.com/financial-assistance-program/financial-assistance-policy/Information for York Hospital's FAP Application Process is available on their website at the following web address, which includes link to download the assistance application directly:https://www.yorkhospital.com/financial-assistance-program/Additionally, the actual Financial Assistance Application Form can be found at the following web address:https://www.yorkhospital.com/application/files/5017/1467/0231/2024-free-medical-care-for-patients-of-york-hospital.pdfYork Hospital's FAP Plain Language Summary is available on their website at the following web address:https://www.yorkhospital.com/financial-assistance-program/501(r) Regulations require that hospitals translate their financial assistance policy (FAP) into primary languages spoken by limited English proficient (LEP) populations in their hospital service area. Should a LEP population demographic exceed 5% of the community residents or 1,000 individuals, whichever is less, a hospital must make available translated copies of its FAP. The York Hospital website has English as the default language for the Hospital FAP. However, upon request, patients can also recieve the FAP in French or Spanish. It is also the Hospital's intention to update the website in the near future so that the translated documents are available directly online without needing to separately request them. Schedule H, Part V, Section B, Line 22: Individuals who qualify under the Hospital's financial assistance policy receive a 100% write off of charges. Accordingly, no box has been checked to indicate how the Hospital determines the maximum amount that may be charged to FAP-eligible patients. 14 1 - York Hospital Long Sands 127 Long Sands York ME 03909 See Description in Part VI 2 - York Hospital in Wells 112-114 Sanford Road Wells ME 04090 See Description in Part VI 3 - York Hospital 16 Hospital Drive 16 Hospital Drive York ME 03909 See Description in Part VI 4 - Cardiovascular Care in New Hampshire 75 Portsmouth Boulevard Portsmouth NH 03801 See Description in Part VI 5 - York Hospital in Kittery 35 Walker Street Kittery ME 03909 See Description in Part VI 6 - York Hospital Kittery Medical Services 75 US Route 1 Kittery ME 03909 See Description in Part VI 7 - York Hospital 12 Hospital Drive 12 Hospital Drive York ME 03909 See Description in Part VI 8 - York Hospital in South Berwick 57 Portland Street South Berwick ME 03908 See Description in Part VI 9 - York Hospital Neurology Associates 223 York Street York ME 03909 See Description in Part VI 10 - York Hospital Route 1 York 343 US Route 1 York ME 03909 See Description in Part VI 11 - York Hospital in Sanford 1474 Main Street Sanford ME 04073 See Description in Part VI 12 - Webhannett Internal Medicine 277 Post Road Moody ME 04054 See Description in Part VI 13 - York Hospital in Berwick 4 Dana Drive Berwick ME 03901 See Description in Part VI 14 - York Hospital Home Care 24 Summit Lane 6 York ME 03909 See Description in Part VI Part I, Line 3c: In addition to providing free care to patients with household income at or below 200% of the FPG, during this tax year York Hospital also offered a 40% discount to uninsured patients and a HELP Financial Assistance Program, which provides prompt payment discounts based on balances-due and patient income. Any reduction of these patients' hospital bills was based on the applicable patients' household income and the amount owed the Hospital. Part I, Line 7: York Hospital has several hospital clinical services and hospital-owned physician practices. In accordance with the IRS Instructions for Form 990, Schedule H, Worksheet 6, organizations may include any applicable physician practice that the Hospital subsidizes (i.e., operates at a loss) in the preparation and completion of Schedule H. Therefore, the Hospital has included the following hospital clinical services and hospital-owned physician practices that operate at a loss (i.e., are subsidized by the Hospital) and the associated costs of these practices: a. Endocrinology Practice b. Adult House Call c. Kittery Family Practice d. Emergency Room e. Home Health Agency f. GYN Practice g. Wells Walk-In h. Rheumatology Practice i. Neurology Practice j. Psychiatry Practice k. Urology Practice l. Berwick Walk-In m. Pulmonary Practice n. Great Works Family Practice o. Family Medicine in Wells p. York Family Practice q. Webhannet Internal Medicine Practice r. Pediatric Practice s. York Walk-In t. Surgical Associates u. Sanford Family Practice v. Kittery Walk-In w. Sanford Walk-In x. Wells Primary Care y. Center for Older Adults z. York Hospital Recovery Center aa. Internal Medicine YorkThe above-listed hospital clinical services and hospital-owned physician practices have a community benefit (i.e. aggregate loss or subsidy from the Hospital) of approximately $43.32 million. In addition, this community benefit does not take into account bad debts, charity care, or contractual adjustments. Thus, this community benefit of approximately $43.32 million is a conservative figure that reconciles to the community benefit information reported on this IRS Form 990, Schedule H, Part I, Line 7g, Column e.Form 990, Schedule H Instructions and guidance contain a template (Worksheet 2) that may be used to determine the overall cost-to-charge ratio that could be applied throughout Schedule H in order to convert care-charges to cost. Where applicable, the Hospital has utilized Worksheet 2 for various calculations. The only areas where Worksheet 2 was not utilized for Part 1, Line 7, were the following:a. Schedule H, Worksheet 6, Subsidized Health Services (the supporting worksheet for Part I, Line 7g): the Hospital did not utilize Worksheet 2 when calculating the percentage used to determine the profit or loss of each hospital clinical service and hospital-owned physician practice. Instead, when compiling the subsidized hospital clinical services and hospital-owned physician practices listed in Line 1c, the Hospital utilized the actual estimated costs on the modified Medicare cost report instead of applying the Worksheet 2 cost-to-charge percentage. b. Schedule H, Worksheet 3, Unreimbursed Medicaid and Other Means Tested Government Programs (the supporting schedule for Part I, Lines 7b and 7c); and Worksheet 6, Medicaid Allowable Costs for Subsidized Health Services, listed in Line 1c above (which is part of the line 7g costs): the Hospital did not utilize the Worksheet 2 percentage when calculating the Medicaid allowable cost. Instead, the Hospital utilized the actual Medicaid filed cost report for the allowable costs. Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 8,916,811. Part II, Community Building Activities: While the Hospital does not explicitly report cost and revenue reports related to Community Building Activities on its Schedule H, Part II, the Hospital does engage in various activities that improve the community's health and safety. For example, the Hospital offers numerous scholarships and financial assistance programs to staff to lessen the burden of higher education and to increase the total number of trained and qualified professional health care providers in the area. The Hospital also offers transportation services within its operating area to help patients get to and from their medical appointments or to deliver prescription medications; without the Hospital's intervention, many of these patients would not be able to access health care services. Additionally, York Hospital collaborates with many local social service agencies to design and deliver year-round programs to meet the basic needs of the Hospital's community, and to promote stronger physical, emotional, spiritual, and financial health. These are just a few of the many ways in which the Hospital is engaging with its community to promote health, safety, and general well-being. Part III, Line 2: The Hospital utilized Worksheet 2 from the IRS Schedule H Instructions and guidance to determine the ratio of patient care cost-to-charge (38.39% for fiscal year 2024). The Hospital then multiplied this ratio by the Hospital's total bad debt expense of $8,916,811 to determine the Part II, Line 2, Bad Debt Expense of $3,423,279. Part III, Line 3: Patients who qualify for financial assistance have 100% of their liability written off. Therefore, no portion of such financial assistance is included in the Hospital's bad debt expense. Part III, Line 4: See Footnote 2 on page 11 of the attached audited financial statements. Part III, Line 8: IRS Instructions and guidance for Form 990, Schedule H, contain a template (Worksheet 2) that may be used to determine the overall cost-to-charge ratio. This ratio may then be applied throughout Schedule H to convert care charges to cost. Where applicable, the Hospital has utilized Worksheet 2 for various calculations. The only areas where Worksheet 2 was not utilized for Part III, Line 8, was in determining Schedule H, Worksheet B, Line 2 & 6, Medicare Allowable Costs and Payments Related to Subsidized Health Services: The Hospital utilized the Medicare cost report estimated cost and payment for these services. The Hospital believes that its hospital clinical services, hospital-owned physician practices, emergency room, and home health agency (as listed on this Schedule H) should be considered a community benefit, as community members benefit by having easy access to these services, facilities, and programs which are both offered and subsidized. These facilities and programs are offered and thus subsidized through the Hospital. Part III, Line 9b: Accounts with self-pay balances that show no evidence of patient payments or eligibility for financial assistance that have completed a patient dunning cycle (120 days approximately) may be transferred to a collection agency. Any patient account that has applied for any of York Hospital's financial assistance programs and supplied all required documentation will be held in a pending status until a determination is made. Part VI, Line 2: York Hospital has focused on three goals identified in its Community Health Needs Assessment: 1. Mental Health 2. Substance Use and Misuse 3. Cardiovascular DiseaseYork Hospital has posted the most current CHNA, Implementation Plan, and Implementation Plan Progress Report for the following CHNA goals on its website, available from the weblinks shared on this Form 990, Schedule H.The Hospital's most recent CHNA identifies a number of core objectives as part of its overall community assistance goals, which are detailed below.Mental Health: - Increase access to mental health services and improve collaboration between service providers, especially in helping youth and young adults. - Build capacity of York Hospital staff to understand mental health and increase ability to provide support for each other and patients. - Increase capacity of community health staff to support youth mental health.Substance Use and Misuse: - Increase capacity to provide treatment for youth and young adults. - Support substance use prevention and promote good mental health for youth. Cardiovascular Diseases: - Increase proportion of patients that receive evidence based preventive care. - Educate communities on preventive measures and treatment options These priorities were chosen through a process that examined data from state and county sources as well as local data including the York Hospital Community Themes and Strengths Survey results, local forums, discussion groups, and one-on-one key informant interviews. In choosing its community's significant health needs and priorities, the Hospital used the following criteria: - Data showing significant problem(s) compared to past and/or to the state numbers - Gaps in existing services and efforts - Concern for issue demonstrated by community members and collaborating partners - Capacity at York Hospital and among partners to implement actions resulting in measurable outcomesThe quantitative data for the CHNA comes primarily from the most recent York County Maine Shared Community Health Needs Assessment process and includes multiple secondary sources including the US Census, the Maine Behavioral Risk Factor Surveillance System, the Maine Integrated Youth Health Survey, and several State of Maine departments. The complete reports and data sources for this information can be found at:https://www.maine.gov/dhhs/mecdc/phdata/MaineCHNA/final-CHNA-reports.shtmlYork County and local area data used in the 2024-2026 CHNA include: - Demographic and socio-economic factors; - Health care access; - Health status; - Disease incidence and prevalence; and - Health behaviors and risk factors.Qualitative data was compiled from: - Group discussions with hospital staff and community members; - Key informant interviews with stakeholders and patients;The total amount of information that can be compiled from these data-sets allows the Hospital to assess the health care needs of the community it serves. Part VI, Line 3: York Hospital is a non-profit healthcare provider. York Hospital is committed to providing financial assistance to every person in need of medically necessary treatment even if that person is uninsured, under insured or ineligible for government programs, or unable to pay based on their financial situation. The patients' billing statement lists the phone number and website address to use for more information regarding the Financial Assistance Program. York Hospital will accept a variety of payment methods and will offer resources to assist in resolving outstanding balances. The Hospital will assist patients in applying for known programs of financial assistance that may be applicable. York Hospital will treat all patients with loving-kindness, respect and compassion.The Hospital offers free care to patients whose income is twice the federal poverty income level. For example, an uninsured family of 4 whose total annual income is $60,000 or lower qualify for free care at York Hospital. Based on this program alone, York Hospital provides free care to patients who utilize our services every year and FAP-eligible individuals can't be charged more than the amounts generally billed (AGB) for an emergency or other medically-necessary care. Additionally, York Hospital's Prescription Assistance Program (PAP) helps qualifying patients without prescription drug coverage get the medicines they need through the program that is right for them. Many can get their medications free or nearly free.Financial assistance is available for any resident of the State of Maine indicating the inability to pay a medically necessary bill. The Hospital will evaluate a patient's ability to pay, their available insurance and health coverage, and their financial status when determining if a patient if eligible for free care or financial assistance. The evaluation process may require a patient to provide verification of their income.Lastly, The Notice of York Hospitals Financial Assistance Policy shall be distributed by means of posting notices in prominent, well-traveled patient locations while also being placed in the information section of patient statements. The Financial Assistance Policy will also be made readily available on the York Hospital website and on brochures in common patient locations. These notices will be posted in the language most commonly spoken by the surrounding community. Part VI, Line 4: York Hospital's primary service area includes the following communities in Southern York County Maine: Berwick, Eliot, Kittery, North Berwick, Ogunquit, South Berwick, Wells, Sanford, and York.Maine has the oldest population in the United States, with a median age of 45.1 years and 23% of its population over the age of 65 (AmericasHealthRankings.org). This most certainly affects health issues and causes of death.While York Hospital survey respondents in 2024 continued to report good and very good health (93%), a much smaller percentage, less than half, are satisfied with access to healthcare and more are reporting needing to seek services outside their immediate area.And as many predicted, effects of the pandemic are with us still, whether it is difficulty in keeping workers or an increase in mental health issues due to isolation or youth who 'grew up' without learning social skills in school. Sixty-eight percent in the York Hospital survey reported their health about the same, but 17% reported it worse since March of 2020 with stress being a leading causeRegarding community demographics, recent York Hospital survey results (as published in the most recent CHNA), indicated the following trends and data among York County citizens: - Median household income: $79,743 - Unemployment rate: 2.6% - Individuals living poverty: 7.4% - Children living in poverty: 9.9% - Aged 65+ living alone: 28.1% - Racial / ethnic demographics: A.) Asian: 1.05% B.) Black/African American: 1.0% C.) Hispanic: 1.96% D.) Multi-racial: 3.71% E.) White: 91.8% - York Hospital, population of service area: 96,000 Part VI, Line 5: York Hospital is a not-for-profit 79 bed hospital that has been serving the needs of our community, patients and visitors for over 110 years. The Hospital maintains a dual purpose to provide high quality health care services to care for all, and to improve the health of those living in our expanding service area community. Medical services are offered at the Hospital's main campus in York and at satellite locations throughout the Hospital's service area in Southern York County. York Hospital's service area covers an approximately 250 square mile area, with a combined population of approximately 90,000 residents. The Hospital's Board of Trustees is made up of members from all communities served by York Hospital. All medical staff are eligible to participate with the Board if they meet privileging criteria. All hospital profits are reinvested in the facilities, equipment and services for the communities.York Hospital is committed to providing care for all, including the under- and uninsured within the Hospital's community. York Hospital has been an integral part of the quality of life in southern Maine for over a century. The Hospital's devotion to its values, and its responsiveness to the community it serves, truly sets it apart and is what makes the Hospital one of the most respected and successful organizations in Maine. York Hospital's success in meeting the needs of the community is based on one simple tenet: provide patients and their families with the highest quality, most accessible, sensitive and compassionate medical care. York Hospital responds to community needs for clinically excellent healthcare, close to home, by partnering with tertiary care hospitals in Boston and Portland. To provide patients with easy access to care, York Hospital has community outpatient medical facilities in Berwick, Kittery, Sanford, South Berwick, Wells and York. In addition to providing needed medical/healthcare services, the hospital supports its communities in many meaningful ways such as the York Hospital Transportation Services. The York Hospital Transportation Services provides help patients get to and from medical appointments or to deliver prescription medications to their homes.The Hospital collaborates with many local social service agencies to design and deliver year-round programs to meet the basic needs of our community in support of stronger physical, emotional, spiritual, and financial health. York Hospital continues a long history of listening to the communities it serves in order to help improve the health of those living in Southern York County Maine. Part VI, Line 6: Not Applicable Part VI, Line 7, Reports Filed With States ME Schedule H, Part V, Section D: Non-Hospital Facility Services Offered:1. York Hospital @ Long Sands: Family Practice, Physical Therapy, Oncology, Cardiac Rehab, Cardiovascular Care, Pediatric Rehab.2. York Hospital in Wells: ER, Walk-In Clinic, Lab, Imaging, Breast Care, Wound Care, Physical Therapy, Oncology, Pediatric Associates, Primary Care.3. York Hospital at 16 Hospital Drive: Surgery Associates, Pediatric Associates, Pulmonary Associates, Rheumatology Associates, GYN Practice.4. Cardiovascular Care in New Hampshire: Cardiovascular Care. 5. York Hospital in Kittery: Family Practice, Walk-In Clinic, Lab, Imaging.6. York Hospital Kittery Medical Services: Oncology, Physical Therapy.7. York Hospital @ 12 Hospital Drive: Internal Medicine, Cardiovascular, Urology, Diabetes, Endocrinology, Psychiatric Care. 8. York Hospital in South Berwick: Family Practice, Lab, Physical Therapy, Pediatric Rehab.9. York Hospital Neurology Associates: Neurology10. York Hospital @ Route 1 York: Walk-In Clinic, Lab, Imaging11. York Hospital in Sanford: Walk-In Clinic, Lab, Imaging, Family Practice.12. Webhannett Internal Medicine: Internal Medicine.13. York Hospital in Berwick: Walk-In Clinic, Imaging, Lab.14. York Hospital Home Care: Home Care. 1 Health Stream Online Learning Library 1121 95800 Continuing Education/Seminars and Workshops 167 64471 New Graduate Nursing Orientation 5 150201 Employee Assistance Program 38 32772 Part I, Line 2: The Hospital provided a number of grant and financial assistance programs during this tax year which advanced the Hospital's charitable mission and offered funding directly to individuals in need. The scholarship funds are monitored by the Education Committee, which manages the funds in accordance with the donor's wishes. The committee does this by determining what the spending policy is at the beginning of the year by fund category. Some funds are restricted to nursing education, others to non-nursing education. The funds can be used for those who want to attend workshops or seminars or to further their education through a post-secondary accredited school. Funds are also used for orientation programs. Requests for funding must be made through a formal process. Each person requesting funds must prepare an application which must be approved by a director or leader. The form is then submitted to the Education Committee for review and approval. All amounts are also tracked and reviewed in accounting to ensure that the monies are used in accordance with the donor's wishes. Annually, staff from the Community Relations Department reports fund activity directly to donors that request it. Lastly, the Hospital operated an Employee Assistance Program during the year. The Employee Assistance Program provides employees and their dependents no-cost short-term confidential counseling services on personal issues, and referrals to local providers, financial resources, tools and legal resources, consultants, and other care referrals. 1 X X X 0 1 0 0 0 0 0 1 0 Jeffrey Colness MD Cardiologist 530613 0 468906 0 4549 0 13188 0 17139 0 1034395 0 0 0 Patrick A Taylor MD CEO/President 553589 0 55650 0 191532 0 73310 0 15212 0 889293 0 120519 0 Alex Gold MD Cardiologist 421142 0 366209 0 24145 0 11500 0 46382 0 869378 0 0 0 Jonathan Bridges MD Cardiologist 627783 0 13099 0 4321 0 13099 0 13835 0 672137 0 0 0 Christopher Yoo MD Cardiologist 434969 0 215663 0 3862 0 12032 0 42 0 666568 0 0 0 Amanda Demetri-Lewis MD Radiologist 599673 0 0 0 4726 0 11500 0 41204 0 657103 0 0 0 William Kiley DO Trustee/Physician (eff. 9/2024) 383840 0 18000 0 3931 0 0 0 41523 0 447294 0 0 0 Frank Green DO Trustee/Physician (end 8/2024) 383435 0 372 0 3127 0 8903 0 35726 0 431563 0 0 0 Robin LaBonte CFO 371416 0 0 0 3818 0 11615 0 44476 0 431325 0 0 0 Erich Fogg PA-C Trustee/Physician Assistant 253141 0 0 0 274 0 8998 0 34476 0 296889 0 0 0 Part I, Line 4b Schedule J, Part I, Line 4b, Non-Qualified Retirement Plans: Patrick A. Taylor, MD became the President and CEO of the Hospital in 2021, at which time he entered a Supplemental Executive Retirement Plan with the Hospital that was intended to comply with the requirements of Section 457(f) of the Internal Revenue Code. The Plan is intended to be an unfunded plan maintained primarily for the purpose of providing deferred compensation to a select group of management. During the 2024 tax year, Patrick Taylor received tax-deferred contributions of $67,521 under the 457(f) Plan. This amount is included in his deferred income as reported on this Form 990, Schedule J, Part II, Column C. Additionally, during this tax year, Patrick Taylor received taxable distributions of $120,519 from his 457(f) plan which were included in his W-2 wages. These distributions are also included within the total amount of Patrick Taylor's Other Compensation as reported on this Form 990, Schedule J, Part II, Column B(iii). Lastly, as these distributions relate to amounts previously deferred under a non-qualified 457(f) plan, and were therefore reported as deferred compensation on previous Forms 990, the current year 457(f) plan distributions for Patrick Taylor are also included in the amounts reported on this Schedule J, part II, Column F. Part I, Line 7 The Hospital may provide performance-based variable compensation as is deemed approrpiate relative to performance metrics and goals. Such variable compensation is subject to review on an annual basis. A MHHEFA 010314384 560427JA5 2010-06-24 113477369 Refinance 1993, 1998, 1999A & 2001D 0 0 0 B MHHEFA 010314384 56042RLG5 2017-06-27 5004813 Refinance 2007A 0 0 0 C MHHEFA 010314384 56042RTR3 2019-07-31 54640000 Refinance 2008C, 2008D, 2009A, 2010A, and 2017A bonds 0 0 0 D MHHEFA 010314384 56042RUP5 2019-11-06 36415000 Imaging and surgical equipment; compounding and cath lab renovation 0 0 0 A 3022944 6081252 607056 5418358 55838 2010 1 1 1 1 B 2195000 5908558 483431 5360081 65045 2017 1 1 1 1 C 1228866 3119187 542055 2542023 35110 2019 1 1 1 1 D 610000 4338016 291650 55176 3991190 2022 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 1 0 0 0 0 0 0 0 D 0 1 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 Form 990, Schedule K, Part III, Line 9, IV, Line 7, and Part V: Although formal, written policies are not in place to ensure that violations are timely identified and corrected, the bonds issuer, Maine Health & Higher Educational Facilities Authority (MHHEFA), monitors Section 148 requirements for York Hospital until funds are spent down enough to ensure none of the Hospital's tax exempt bonds become arbitrage bonds. Bond proceeds are placed in low yield investments and no funds are released to York Hospital until expenses have been incurred and receipts are provided to MHHEFA. Furthermore, the Hospital works closely with MHHEFA to ensure that safeguards are in place to take appropriate and timely remedial action should any violations of federal tax requirements occur. A MHHEFA 010314384 56042SDB3 2024-09-10 92921914 Refinance mortgage, imaging equipment, surgical equipment, cath lab 0 0 0 A 5662614 494750 79471 2156193 2932200 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 X 3 80201 Gift Date FMV 0 1 1 Part I, Line 32b: From time-to-time the Hospital may receive gifts of stocks or other financial securities. The Hospital coordinates with investment advisors and brokers to process, manage, and sell any received donations of financial assets. Form 990, Part VI, Section B, line 11b The Hospital's Form 990 is prepared with the assistance of an independent public accounting firm and thoroughly reviewed by the Hospital's finance staff before it is filed. The 990 is distributed to the Board of Trustees for their review and approval prior to the tax return's filing with the IRS. Form 990, Part VI, Section B, line 12c Annually the Board of Trustees and the officers sign a conflict of interest form. Form 990, Part VI, Section B, line 15 The executive committee of the Board of Trustees utilizes an outside firm's database of CEO salaries to determine the CEO's compensation. The CEO determines the compensation of other officers or key employees using an outside firm's data to make sure the compensation is market based. Form 990, Part VI, Section C, line 19 The Hospital's governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part VI, Section A, Line 16b: While York Hospital does not have a formal joint venture policy that is written, it does have procedures in place to ensure that hospital-related assets are not misappropriated which includes periodic review of any joint venture related activity. Furthermore, the Hospital's joint venture arrangements better enable it to provide health-care related services to the community it serves. Form 990, Part IX, line 11g Contracted labor costs: Program service expenses 28,693,292. Management and general expenses 3,771,490. Fundraising expenses 159,030. Total expenses 32,623,812. Form 990, Part IX, Line 24e Included on this Form 990, Part IX, Line 24e, All Other Expenses, include $15,635 in accrued unrelated business income taxes. Form 990, Part XI, line 9: Adjustment to long-term pension obligations 2,377,491. Net periodic pension cost -998,709. Form 990, Part XII, Line 2c: The audit process has not changed from the prior year. York Health Services 15 Hospital Drive York ME 03909 020469065 Heart health ME 501(c)(3) Line 10 N/A 0 Shields Imaging at York Hospital 700 Congress Street Suite 204 Quincy MA 02169 815066570 Imaging ME York Hospital Related 73416 193199 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0