ST LUKES HOSPITAL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HOSPITAL (EIN 23-1352213)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349300939
- Schema version
- 2014v6.0
- 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 G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T07:34:08-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 465 South St Ste 200 | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079606497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL OF BETHLEHEM PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS P LICHTENWALNER | InCareOfNm |
| Business Name Control | STLU | BusinessNameControlTxt |
| 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 | 180151000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LICHTENWALNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9738989494 | PhoneNum |
| Signature | 2016-05-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS P LICHTENWALNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OSTRUM STREET | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180151000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $660,938,054 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SLHN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1872 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 6796 | TotalEmployeeCnt |
| Total Volunteers | 1075 | TotalVolunteersCnt |
| Total Gross UBI | $32,258 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,282,639 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,259,519 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $586,033,586 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $628,648,049 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,909,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,128,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,227,444 | PYOtherRevenueAmt |
| CY Other Revenue | $5,241,676 | CYOtherRevenueAmt |
| PY Total Revenue | $629,453,440 | PYTotalRevenueAmt |
| CY Total Revenue | $660,277,836 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $556,826 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $264,042 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $274,594,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $280,390,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $317,708,162 | PYOtherExpensesAmt |
| CY Other Expenses | $348,060,424 | CYOtherExpensesAmt |
| PY Total Expenses | $592,859,495 | PYTotalExpensesAmt |
| CY Total Expenses | $628,715,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,593,945 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,562,476 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,352,138,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,412,334,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $821,437,807 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $902,592,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $530,700,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $509,741,449 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $58,097,912 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $63,695,056 | RevenueAmt |
| Desc | General medicine: coordinated care is provided for patients in both an outpatient and inpatient setting, in which care is managed by hospitalists. Emphasis is also placed on health promotion and disease prevention. Preventive and healthy living medical education, routine care of common medical illnesses and ongoing management and coordination of care for complex disease states is provided. 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 | $54,234,809 | ExpenseAmt |
| Revenue | $59,626,415 | RevenueAmt |
| Desc | Cardiovascular medicine: St. Luke's Heart and Vascular Center offers a full spectrum of advanced heart and vascular services generally available only at major metropolitan teaching hospitals. The hospital's heart care program has earned Chest Pain Center accreditation and Joint Commission Certification for heart failure. It has repeatedly earned the highest overall open-heart surgery quality rating from the Society of Thoracic Surgeons and was named one of the nation's 50 Top Cardiovascular Hospitals by Thomson Reuters. The National Committee for Quality Assurance has awarded the hospital's clinics for the underserved special recognition in the area of heart and stroke care. 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 | $50,650,114 | ExpenseAmt |
| Revenue | $61,962,056 | RevenueAmt |
| Desc | General surgery: hospital surgeons, combined with available leading-edge surgical technologies, provide patients with some of the most advanced surgical care available today. St. Luke's has one of the nation's oldest and most experienced minimally invasive robotic surgery programs and was the first in the U.S. to offer a "guarantee" for robotic prostatectomy. Other innovative advanced surgical techniques are offered for a wide range of conditions, such as surgery resulting from trauma injuries, neurosurgical pain management and bariatric surgery. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $402,887,396 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $264,042 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $443,364,522 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $565,870,231 | 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 | Yes (true) | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6796 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | 180151000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES D SAUNDERS MD | ||||||||||
| CHAIRMAN - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL R GIAMBER MD | ||||||||||
| VICE CHAIRMAN - DIRECTOR | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $184,105 | $42,195 | |||
| RICHARD A ANDERSON | ||||||||||
| DIRECTOR - PRESIDENT/CEO-SLHN | 55.0 | 0.0 | Yes (X) | Yes (X) | $1,945,079 | $0 | $597,097 | |||
| FAUST E CAPOBIANCO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| H CHRISTINA CONNAR | ||||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN M DALY MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J GREY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KOSTAS KALOGEROPOULOS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M LOBACH JR | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J MCGINLEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MUETHING | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A OSTER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL P PETROZZO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT D RUMFIELD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LUANNE B STAUFFER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTINA W WARNER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD E WIEAND ESQ | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M YEN MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV DR DOUGLAS W CALDWELL | ||||||||||
| DIRECTOR (TERMED 07/17/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS A MICHELS | ||||||||||
| DIRECTOR (TERMED 10/01/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL D FAGERSTROM | ||||||||||
| EXECUTIVE VICE PRESIDENT/COO | 55.0 | 0.0 | Yes (X) | $814,380 | $0 | $51,882 | ||||
| THOMAS P LICHTENWALNER | ||||||||||
| SVP FINANCE/CFO | 55.0 | 0.0 | Yes (X) | $652,435 | $0 | $194,453 | ||||
| JEFFREY A JAHRE MD | ||||||||||
| SVP MEDICAL & ACADEMIC AFFAIRS | 55.0 | 0.0 | Yes (X) | $637,166 | $0 | $74,395 | ||||
| CAROL A KUPLEN RN MSN | ||||||||||
| SVP & CHIEF NURSING OFFICER | 55.0 | 0.0 | $506,320 | $0 | $149,268 | Yes (X) | ||||
| ROBERT P ZIMMEL | ||||||||||
| SVP HUMAN RESOURCES | 55.0 | 0.0 | $817,234 | $0 | $101,175 | Yes (X) | ||||
| ROBERT E MARTIN | ||||||||||
| SVP PLANNING | 55.0 | 0.0 | $471,848 | $0 | $76,570 | Yes (X) | ||||
| ROBERT L WAX ESQ | ||||||||||
| SVP & GENERAL COUNSEL | 55.0 | 0.0 | $517,022 | $0 | $41,766 | Yes (X) | ||||
| FRANK FORD | ||||||||||
| PRESIDENT ALLENTOWN CAMPUS | 55.0 | 0.0 | $397,263 | $0 | $85,805 | Yes (X) | ||||
| JOSEPH C MEROLA MD | ||||||||||
| CHIEF OF OB/GYN | 55.0 | 0.0 | $592,686 | $0 | $206,618 | Yes (X) | ||||
| MARC A GRANSON MD | ||||||||||
| CHIEF OF SURGERY | 55.0 | 0.0 | $623,982 | $0 | $70,023 | Yes (X) | ||||
| DENNIS J DOUGHERTY | ||||||||||
| PRESIDENT - REHAB CORP | 55.0 | 0.0 | $578,978 | $0 | $65,328 | Yes (X) | ||||
| BRIAN A HOEY MD | ||||||||||
| PHYSICIAN | 55.0 | 0.0 | $511,131 | $0 | $34,684 | Yes (X) | ||||
| WILLIAM S HOFF MD | ||||||||||
| TRAUMA SURGEON | 55.0 | 0.0 | $509,621 | $0 | $34,770 | Yes (X) | ||||
| EDWARD R NAWROCKI | ||||||||||
| FORMER KEY EMPLOYEE | 0.0 | 0.0 | $433,047 | $0 | $48,825 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,008,192 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $184,105 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,874,854 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 317 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| PROGRESSIVE PHYSICIAN ASSOCIATES I | |||||
| 95 HIGHLAND AVENUE SUITE 130 | BETHLEHEM | PA | 180179483 | PROF. PHYSICIAN SVCS | $12,628,134 |
| ANESTHESIA SPECIALISTS OF BETHLEHEM | |||||
| PO BOX 5520 | BETHLEHEM | PA | 18015 | PROF. PHYSICIAN SVCS | $7,495,923 |
| SODEXO INC AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FOOD/DIETARY SVCS | $6,554,988 |
| JG PETRUCCI CO INC | |||||
| 171 STATE ROUTE 173 SUITE 201 | ASBURY | NJ | 08802 | CONSTRUCTION | $3,586,957 |
| LEHIGH VALLEY NEPHROLOGY ASSOCIATES | |||||
| 701 OSTRUM STREET SUITE 602 | BETHLEHEM | PA | 18015 | PROF. PHYSICIAN SVCS | $3,189,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 143 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $139,794 | FundraisingAmt |
| Related Organizations | $464,169 | RelatedOrganizationsAmt |
| Government Grants | $761,810 | GovernmentGrantsAmt |
| All Other Contributions | $4,893,746 | AllOtherContributionsAmt |
| Noncash Contributions | $215,554 | NoncashContributionsAmt |
| Total Contributions | $6,259,519 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 541900 | $620,483,392 | $620,483,392 | |
| OTHER HEATHCARE RELATED REVENUE | 900099 | $8,164,657 | $8,132,399 | $32,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $628,648,049 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,423,860 | TotalRevenueColumnAmt |
| Exclusion | $8,423,860 | 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 | $710,702 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $710,702 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $710,702 | TotalRevenueColumnAmt |
| Exclusion | $710,702 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,317,144 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $612,412 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,317,144 | SecuritiesAmt |
| Other | -$612,412 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,704,732 | TotalRevenueColumnAmt |
| Exclusion | $11,704,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,806 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $139,794 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,806 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DIETARY REVENUE | 722410 | $2,571,551 | $2,571,551 |
| TUITION REVENUE | 611600 | $1,863,998 | $1,863,998 |
| CLEANING REVENUE | 812900 | $95,425 | $95,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,530,974 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $660,277,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $628,615,791 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,258 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,370,268 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,042 | TotalAmt |
| Program Services | $264,042 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $8,131,158 | TotalAmt |
| Program Services | $7,318,042 | ProgramServicesAmt |
| Management And General | $813,116 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $227,332,931 | TotalAmt |
| Program Services | $204,599,638 | ProgramServicesAmt |
| Management And General | $22,733,293 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,117,495 | TotalAmt |
| Program Services | $9,105,746 | ProgramServicesAmt |
| Management And General | $1,011,749 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,946,977 | TotalAmt |
| Program Services | $18,852,279 | ProgramServicesAmt |
| Management And General | $2,094,698 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,862,333 | TotalAmt |
| Program Services | $12,476,100 | ProgramServicesAmt |
| Management And General | $1,386,233 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,343 | TotalAmt |
| Program Services | $2,120,709 | ProgramServicesAmt |
| Management And General | $235,634 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,850 | TotalAmt |
| Program Services | $1,665 | ProgramServicesAmt |
| Management And General | $185 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,487 | TotalAmt |
| Program Services | $19,338 | ProgramServicesAmt |
| Management And General | $2,149 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,098 | TotalAmt |
| Program Services | $285,388 | ProgramServicesAmt |
| Management And General | $31,710 | 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 | $282,240 | TotalAmt |
| Program Services | $254,016 | ProgramServicesAmt |
| Management And General | $28,224 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,304 | TotalAmt |
| Program Services | $103,774 | ProgramServicesAmt |
| Management And General | $11,530 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,459,196 | TotalAmt |
| Program Services | $20,213,276 | ProgramServicesAmt |
| Management And General | $2,245,920 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,864 | TotalAmt |
| Program Services | $393,178 | ProgramServicesAmt |
| Management And General | $43,686 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,178,160 | TotalAmt |
| Program Services | $12,760,344 | ProgramServicesAmt |
| Management And General | $1,417,816 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,219 | TotalAmt |
| Program Services | $383,597 | ProgramServicesAmt |
| Management And General | $42,622 | 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 | $783,256 | TotalAmt |
| Program Services | $704,930 | ProgramServicesAmt |
| Management And General | $78,326 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,490,440 | TotalAmt |
| Program Services | $13,941,396 | ProgramServicesAmt |
| Management And General | $1,549,044 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,458,800 | TotalAmt |
| Program Services | $32,812,920 | ProgramServicesAmt |
| Management And General | $3,645,880 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,392,423 | TotalAmt |
| Program Services | $5,753,181 | ProgramServicesAmt |
| Management And General | $639,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $118,214,244 | $106,392,820 | $11,821,424 |
| OTHER SERVICES/SUPPORT | $49,742,421 | $44,768,179 | $4,974,242 |
| PURCHASED SERVICES | $17,698,996 | $15,929,096 | $1,769,900 |
| CONTRACTED SERVICES | $10,500,729 | $9,450,656 | $1,050,073 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,184,354 | TotalAmt |
| Program Services | $46,965,921 | ProgramServicesAmt |
| Management And General | $5,218,433 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,715,360 | TotalAmt |
| Program Services | $565,870,231 | ProgramServicesAmt |
| Management And General | $62,845,129 | 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 | $22,941 | BOYAmt |
| EOY | $27,601 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,309,743 | BOYAmt |
| EOY | $40,537,534 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,198 | BOYAmt |
| EOY | $825,046 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,836,215 | BOYAmt |
| EOY | $100,852,385 | 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 | $11,196,733 | BOYAmt |
| EOY | $11,762,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,453,365 | BOYAmt |
| EOY | $17,551,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $971,529,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $604,213,762 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,203,380 | BOYAmt |
| EOY | $367,315,597 | 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 | $447,505,889 | BOYAmt |
| EOY | $486,824,842 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,007,524 | BOYAmt |
| EOY | $14,652,774 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,097,435 | BOYAmt |
| EOY | $371,984,888 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,138,423 | BOYAmt |
| EOY | $1,412,334,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,393,831 | BOYAmt |
| EOY | $216,078,655 | 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 | $2,936,397 | BOYAmt |
| EOY | $2,653,792 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,392,215 | BOYAmt |
| EOY | $423,683,795 | 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 | $46,851,049 | BOYAmt |
| EOY | $67,128,239 | 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 | $156,864,315 | BOYAmt |
| EOY | $193,048,378 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,437,807 | BOYAmt |
| EOY | $902,592,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,144,829 | BOYAmt |
| EOY | $450,903,826 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,472,136 | BOYAmt |
| EOY | $32,164,853 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,083,651 | BOYAmt |
| EOY | $26,672,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,700,616 | BOYAmt |
| EOY | $509,741,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,138,423 | BOYAmt |
| EOY | $1,412,334,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $31,562,476 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,600,077 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$41,921,566 | 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $286,587 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $30,511 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $317,098 | 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; QUESTION 1 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID A CONSULTING FIRM $102,000 IN ORDER TO INFORM AND EDUCATE LEGISLATORS REGARDING MEDICARE AND MEDICAL ASSISTANCE REIMBURSEMENT AS WELL AS OTHER HEALTHCARE ISSUES. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE HOSPITAL AND 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 $25,172. ST. LUKE'S WARREN HOSPITAL, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION IS A MEMEBER OF THE NEW JERSEY HOSPITAL ASSOCIATION WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMEBER HOSPITALS. THIS ORGANIZATION PAID THE NEW JERSEY ASSOCIATION DUES ON BEHALF OF ITS TAX-EXEMPT AFFILIATE. A PORITION OF DUES PAID HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED. THIS ALLOCATION AMOUNTED TO $5,339. THE ORGANIZATION ALSO ALLOCATES A PORTION OF TOTAL COMPENSATION OF TWO ST. LUKE'S UNIVERSITY HEALTH NETWORK SENIOR MANAGEMENT PERSONNEL. THE TOTAL AMOUNT OF THIS EXPENSE ALLOCATED TO LOBBYING ACTIVITIES WAS $184,587. THIS ORGANIZATION PAYS ALL EXPENSES, INCLUDING LOBBYING, ON BEHALF OF ALL AFFILIATES WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK AND CHARGES THESE AFFILIATES FOR THESE COSTS. LOBBYING EXPENDITURES TO ST. LUKE'S UNIVERSITY HEALTH NETWORK AFFILIATES REPRESENTED $150,213 OF THE $317,098 REPORTED ON THIS FEDERAL FORM 990. | 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 | $56,555,787 | BeginningYearBalanceAmt |
| Contributions | $3,624,172 | ContributionsAmt |
| Investment Earnings Or Losses | $1,416,838 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,759,174 | OtherExpendituresAmt |
| End Year Balance | $58,837,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,075,580 | BeginningYearBalanceAmt |
| Contributions | $8,959,372 | ContributionsAmt |
| Investment Earnings Or Losses | $7,703,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,182,205 | OtherExpendituresAmt |
| End Year Balance | $56,555,787 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,512,256 | BeginningYearBalanceAmt |
| Contributions | $10,050,736 | ContributionsAmt |
| Investment Earnings Or Losses | $4,844,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,332,155 | OtherExpendituresAmt |
| End Year Balance | $51,075,580 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,776,236 | BeginningYearBalanceAmt |
| Contributions | $3,211,916 | ContributionsAmt |
| Investment Earnings Or Losses | $464,531 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,940,427 | OtherExpendituresAmt |
| End Year Balance | $40,512,256 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,778,170 | BeginningYearBalanceAmt |
| Contributions | $3,998,132 | ContributionsAmt |
| Investment Earnings Or Losses | $6,549,596 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,549,662 | OtherExpendituresAmt |
| End Year Balance | $39,776,236 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.45330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54670 | TermEndowmentBalanceEOYPct |
| 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 | $56,838,354 | OtherCostOrOtherBasisAmt |
| Book Value | $56,838,354 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $403,622,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,489,398 | DepreciationAmt |
| Book Value | $168,132,879 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,095,256 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,563,111 | DepreciationAmt |
| Book Value | $6,532,145 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $430,454,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $359,161,253 | DepreciationAmt |
| Book Value | $71,293,406 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,518,813 | OtherCostOrOtherBasisAmt |
| Book Value | $64,518,813 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $367,315,597 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $813,271 | F |
| GOVERNMENT SECURITIES | $106,809,311 | F |
| CORPORATE BONDS | $18,495,387 | F |
| COMMON & PREFERRED STOCK | $192,955,522 | F |
| MUTUAL FUNDS | $146,547,456 | F |
| CASH & EQUIVALENTS | $21,203,895 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $486,824,842 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $288,087,658 |
| DUE FROM THIRD PARTIES | $3,232,899 |
| OTHER ACCOUNTS RECEIVABLE | $5,479,230 |
| DEFERRED FINANCING COSTS | $5,807,660 |
| ANNUITY CONTRACTS | $18,044,259 |
| INSURANCE RRRG ASSETS | $14,161,882 |
| OTHER ASSETS | $37,171,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $371,984,888 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE FROM THIRD PARTY PAYORS | $2,099,500 |
| DUE TO THIRD PARTIES | $0 |
| CURRENT PORTION OF PENSION COSTS | $3,705,184 |
| DUE TO AFFILIATES | $71,542,015 |
| ASSET RETIREMENT OBLIGATION | $3,247,932 |
| CHARITABLE GIFT ANNUITIES | $13,335,861 |
| SWAP CONTRACT LIABILITY | $80,196,539 |
| SELF INSURANCE COSTS | $13,815,160 |
| OTHER LIABILITIES | $5,106,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $193,048,378 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $139,560 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $101,392 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,168 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,867 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,877 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,894 | OtherDirectExpensesEvent1Amt |
| Event2 | RED & WHITE | Event2Nm |
| Gross Receipts Event2 | $48,040 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,402 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,638 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $19,710 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $18,458 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $187,600 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $139,794 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,806 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,867 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,587 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,352 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,806 | DirectExpenseSummaryEventsAmt |
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 |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| 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 | $7,342,486 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,342,486 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01170 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,862,873 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $61,229,983 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,632,890 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04870 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $99,205,359 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $61,229,983 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $37,975,376 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06040 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,815,317 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,427,974 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,387,343 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00700 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $28,512,886 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,248,943 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,263,943 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02590 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,766,807 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,528,890 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,237,917 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00670 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $266,646 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $266,646 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $50,361,656 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $25,205,807 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,155,849 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04000 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $149,567,015 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $86,435,790 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $63,131,225 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10040 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $35,627,802 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $5,572,188 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $154,230,329 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $170,852,007 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$16,621,678 | 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 |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| THE CENTER FOR ORAL | ||
| & MAXILLOFACIAL | ||
| SURGERY & IMPLANT | ||
| ORAL SURGERY | 0.50000 | 0.50000 |
| DIALYSIS LIMITEDLLC | ||
| DIALYSIS | 0.50000 | 0.50000 |
| ST LUKE'S NORTH | ||
| DIALYSIS CENTERLP | ||
| DIALYSIS | 0.49500 | 0.49500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HOSPITAL-BETHLEHEM CAMPUS | ||||||||||||
| 1 | 801 OSTRUM STREET | BETHLEHEM | PA | 180151000 | WWW.SLHN.ORG | 451201 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 |
| ST LUKE'S HOSPITAL-ALLENTOWN CAMPUS | ||||||||||||
| 2 | 1736 W HAMILTON STREET | ALLENTOWN | PA | 18104 | WWW.SLHN.ORG | 451201 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL | 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 |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | 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.SLHN.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.SLHN.ORG | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| 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 | 300. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300. | 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 |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.SLHN.ORG | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH H, PT V,SECT B,QUESTIONS 2,3J,7D,13B,13H,15E,18D,19D,20E,21C,21D,23&24 | Not applicable. |
| SCHEDULE H, PART V, SECTION B, QUESTIONS 5, 6A & 6B | The coalition of hospitals held four separate public meetings in the lehigh valley that included members of the allentown and bethlehem bureaus of health, many members of the public and healthcare professionals including those not affiliated with our hospitals. As an active member of the health care council of the lehigh valley ("hcclv"), st. Luke's health network 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 - lehigh valley health network - st. Luke's university 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 organizations, 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 organizations publicized the events among stakeholders, recruited attendees, organized refreshments from local independent vendors, and provided welcome and introductions at the start of each forum. |
| SCHEDULE H, PART V, SECTION B, QUESTION 11 | The required community health needs assessment ("chna") was completed and made widely available prior to fiscal year end june 30, 2013. A multi-disciplinary team met and through a rigorous process an implementation plan was adopted to meet some of the identified unmet needs which were within the hospital's mission and ability to positively impact. Hospitals are not required to, nor can they meet all unmet needs in the community. Any unmet needs not addressed by the adopted implementation plan are already being addressed in the service area by the hospital, other healthcare providers, government, and local non-profit organizations; amongst others. There have been no new programs implemented by the hospital during the current year that address the unmet needs identified in the attached implementation plan. Our priority unmet needs in the implementation plan are integral to our community benefit strategy. St. Luke's leaders continue to monitor new program developments and services. Please see the adopted implementation plan attached to this federal form 990, which further explains how the hospital facility is addressing the significant needs identified in the CHNA and the reasons why some unmet needs are not being addressed. |
| SCHEDULE H, PART V, SECTION B, QUESTION 16I | Other measures to publicize the hospital's financial assistance policy include individual financial counseling meetings with patients without health insurance to review the financial assistance policy and to discuss payment options. |
| SCHEDULE H, PART V, SECTION B, QUESTION 22D | Individuals with family income at or below 300% of the current federal poverty guidelines may be eligible for a 100% financial assistance allowance on the cost of their medically necessary services, after a minimum copay amount for certain outpatient services as follows: Clinic visits, including the hospital family practice centers, rural health centers, women's and children's clinics = $10. Other programs within the clinics may establish a flat rate minimum amount due for elective procedures that are at or below the Medical Assistance fee schedule for patients not eligible for Medical Assistance but are under the 300% federal poverty guidelines. Urgent care center visits = $15 Emergency room visits= $25 Uninsured Patients with income exceeding 300% of federal poverty guidelines will automatically receive an 80% discount on hospital charges. No proof of income is required for this discount and this is not considered Financial Assistance. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 40 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| ST LUKE'S NORTH | ||||
| 153 BRODHEAD ROAD | BETHLEHEM | PA | 18017 | OUTPATIENT SERVICES - VARIOUS |
| INTEGRATED HEALTH CAMPUS | ||||
| 240 CETRONIA ROAD | ALLENTOWN | PA | 18105 | CANCER CENTER & OTHER OUTPATIENT CLINIC |
| ST LUKE'S DIALYSIS CENTER | ||||
| 1425 EIGHTH AVENUE | BETHLEHEM | PA | 18018 | OUTPATIENT SERVICES - SPECIALIZED DIALYSIS CARE |
| ST LUKE'S SLEEP DISORDER CENTER | ||||
| 561 EAST MARKET STREET | BETHLEHEM | PA | 18018 | OUTPATIENT SERVICES - EVALUATION & TREATMENT OF SLEEP DISORDERS |
| ST LUKE'S REGIONAL BREAST CENTER | ||||
| 5848 OLD BETHLEHEM PIKE | CENTER VALLEY | PA | 18034 | OUTPATIENT SERVICES - DIAGNOSTIC BREAST CARE |
| ST LUKE'S PERINATAL ASSOCIATES | ||||
| 701 OSTRUM STREET SUITE 303 | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - HIGH RISK PREGNANCY |
| ST LUKE'S HEART & VASCULAR DIAG CTR | ||||
| 1469 EIGHTH AVENUE | BETHLEHEM | PA | 18018 | OUTPATIENT SERVICES - CARDIAC & VASCULAR TESTING |
| HEART & VASCULAR CENTER | ||||
| 1648 W HAMILTON STREET | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - CARDIAC & VASCULAR TESTING |
| ST LUKE'S SOUTHSIDE MEDICAL CENTER | ||||
| 511 3RD STREET | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - FAMILY MEDICINE CLINIC |
| ST LUKE'S WEST END MEDICAL CENTER | ||||
| 501 CETRONIA ROAD | ALLENTOWN | PA | 18105 | OUTPATIENT SERVICES - URGENT CARE CENTER |
| ST LUKE'S BEHAVIORAL HEALTH | ||||
| 1107 EATON AVENUE | BETHLEHEM | PA | 18018 | OUTPATIENT SERVICES - BEHAVIORAL HEALTH |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 2301 CHERRY LANE | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S URGENT CARE - JIM THORPE | ||||
| 1104 NORTH STREET | JIM THORPE | PA | 18229 | OUTPATIENT SERVICES - URGENT CARE, IMAGING & LAB |
| ST LUKE'S WOMEN'S IMAGING CENTER | ||||
| 1901 HAMILTON STREET SUITE 200 | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - WOMEN'S HEALTH |
| ST LUKE'S PERINATAL ASSOCIATES | ||||
| 1837 LINDEN STREET | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - HIGH RISK PREGNANCY |
| PHYSICAL THERAPY OF ST LUKE'S | ||||
| 1901 HAMILTON STREET SUITE 400 | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S FAMILY HEALTH CENTER | ||||
| 1501 LEHIGH STREET | ALLENTOWN | PA | 18103 | OUTPATIENT SERVICES - FAMILY HEALTH CENTER |
| UNION STATION PLAZA | ||||
| 240 UNION STATION PLAZA | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - VARIOUS |
| ST LUKE'S FAMILY MEDICINE CENTER | ||||
| 2830 EASTON AVENUE | BETHLEHEM | PA | 18017 | OUTPATIENT SERVICES - FAMILY HEALTH CENTER |
| WOMEN'S HEALTH CENTER | ||||
| 1837 LINDEN STREET | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - DIAGNOSTIC CENTER |
| ST LUKE'S HEALTH CENTER | ||||
| 414-416 NORTHHAMPTON STREET | EASTON | PA | 18042 | OUTPATIENT SERVICES - FAMILY MEDICINE CLINIC |
| ST LUKE'S PERINATAL ASSOCIATES | ||||
| 108 PLAZA DRIVE SUITE 101 | BLADEN | PA | 18510 | OUTPATIENT SERVICES - HIGH RISK PREGNANCY |
| ST LUKE'S SPINE & PAIN CENTER | ||||
| 830 OSTRUM STREET | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - PAIN MANAGEMENT |
| ST LUKE'S PEDIATRIC ASSOCIATES | ||||
| 1227 LIBERTY STREET | ALLENTOWN | PA | 18102 | OUTPATIENT SERVICES - PEDIATRIC CARE |
| ST LUKE'S CENTER FOR PELVIC HEALTH | ||||
| 701 OSTRUM STREET SUITE 102 | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - WOMEN'S HEALTH |
| ST LUKE'S WM PENN DIAGNOSTIC CENTER | ||||
| 4379 EASTON AVENUE SUITE 103 | BETHLEHEM | PA | 18020 | OUTPATIENT SERVICES - IMAGING |
| ST LUKE'S PERINATAL ASSOCIATES | ||||
| 500 INDEPENDENCE ROAD | EAST STROUDSBURG | PA | 18301 | OUTPATIENT SERVICES - HIGH RISK PREGNANCY |
| FOWLER FAMILY CENTER AT DONEGAN | ||||
| 1210 EAST 4TH STREET | BETHLEHEM | PA | 18015 | OUTPATIENT SERVICES - FAMILY HEALTH CENTER |
| ST LUKE'S IMAGING CENTER | ||||
| 1901 HAMILTON STREET STE 100 | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - DIAGNOSTIC CENTER |
| WALNUTPORT MEDICAL OFFICE | ||||
| 330 N BEST AVENUE | WALNUTPORT | PA | 18088 | OUTPATIENT SERVICES - LAB DRAW SITE |
| ST LUKE'S DIABETES EDUCATION CENTER | ||||
| 3701 CORPORATE PARKWAY | CENTER VALLEY | PA | 18034 | OUTPATIENT SERVICES - DIABETES EDUCATION |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 1174 ILLICKS MILL ROAD | BETHLEHEM | PA | 18017 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 4317 EASTON AVENUE | EASTON | PA | 18020 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 3213 NAZARETH ROAD | EASTON | PA | 18045 | OUTPATIENT SERVICE - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 4316 W TILGHMAN STREET | ALLENTOWN | PA | 18104 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 518 CHESTNUT STREET | EMMAUS | PA | 18049 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 1894 CENTER STREET | NORTHAMPTON | PA | 18067 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 3560 ROUTE 309 | OREFIELD | PA | 18069 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 3760 BROOKSIDE ROAD | MACUNGIE | PA | 18106 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| ST LUKE'S PHYSICAL THERAPY | ||||
| 5848 OLD BETHLEHEM PIKE | CENTER VALLEY | PA | 18034 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 6A | Not applicable. |
| SCHEDULE H, PART I, LINE 7 | The Mckesson, Horizon performance management costing application was the tool utilized to determine the cost of financial assistance, unreimbursed Medicaid, Medicaid HMO and subsidized health services. The entire activity was costed through the Mckesson HPM application, to include inpatient, outpatient, emergency room and all payers. Costing consisted of allocating cost from the departmental level down to the service item level. Once costs were determined at the service item level, we then aggregated encounters into the defined targeted groups. For determination of the unreimbursed costs for Medicaid, Medicaid HMO and subsidized services reported on Part I, Line 7, charity care, bad debt, and all overlapping cases reported elsewhere were excluded. The ratio of patient care cost to charges was utilized to determine the charity care. The development of the ratio conforms to the Form 990 instructions. The Medicare shortfall/surplus was determined using the Medicare complex cost reporting form utilizing allowable Medicare costs. No costs relating to subsidized healthcare services are attributable to any physician clinics. |
| SCHEDULE H, PART II | St. Luke's Hospital of Bethlehem, Pennsylvania has direct involvement in numerous community building activities that promote and improve the health status and general betterment of the communities served by the hospital. 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. 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, LINE 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. Patient accounts receivable The Network's patient accounts receivable consist of unsecured amounts due for patient services billed to patients and other third-party payors such as Medicare, Medical Assistance, Blue Cross and various commercial insurance companies and managed care companies. The primary service area of the Network is located in Lehigh, Northampton, Carbon, Schuylkill and Bucks Counties, Pennsylvania. The ability of these patients to pay is subject to changes in general economic conditions of the Network's service area. The Network performs ongoing credit evaluations and maintains reserves for potential credit losses. 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 $78,761,201 and $105,413,099 in 2015 and 2014, respectively. The costs incurred to provide such care is determined using a cost to charge ratio and were approximately $10,900,000 and $16,334,000 for 2015 and 2014, respectively. |
| SCHEDULE H, PART III, LINE 8 | Medicare costs were derived from the Medicare cost report filed by the organization. Medicare underpayments and bad debt are community benefit and associated costs are includable on the Form 990, Schedule H, Part I. 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, religion or ability to pay and consistent with the community benefit standard promulgated by the 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," and 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. Medicare underpayments and bad debt are community benefit and associated costs are includable on the Form 990, Schedule H, Part I. 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 "dual 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 |
| SCHEDULE H, PART III, LINE 9B | Accounts considered to be charity care are not included in the bad debt expense, but rather, are accounted for as an allowance against the organization's patient service revenue. St. Luke's financial assistance program St. Luke's is a non-profit organization dedicated to the care and treatment of the sick and the prevention of illness. The first consideration in the admission and placement or treatment of a patient is the medical needs of the patient. Patients shall be provided and encouraged to obtain medically necessary care regardless of ability to pay or eligibility for financial assistance. However, all patients will be required to pay for the care which they receive if they are financially able to do so. Advance payment will not be required for any medically necessary service. Some individuals fail to obtain necessary care due to financial concerns. In order to encourage such patients to obtain appropriate care, St. Luke's shall operate a Financial Assistance program for the uninsured indigent population and a discount program for all other uninsured patients. All patients presenting for medically necessary services with no insurance will have the opportunity to qualify for St. Luke's Financial Assistance Program. Services excluded from the program include but are not limited to: cosmetic, bariatric, IVF, IUDs, tubal ligations and sleep study. St. Luke's reserves the right to exclude services if upon review it is determined that they are not medically necessary. In addition, patients scheduled for elective procedures or studies will be assessed for medical need and timing for the procedure along with ability to pay for a portion of the procedure. Eligibility for the PA Fair Care program will be reviewed and application required if eligible. Medical Assistance application may be required and completed prior to service for elective cases. Patients who meet a hardship exemption for the Affordable Care Act (ACA) may apply for Financial Assistance upon signing an attestation form of hardship eligibility. Patients receiving inpatient or high dollar outpatient services will be evaluated for Medical Assistance eligibility and ACA in order to qualify for the St. Luke's Hospital Financial Assistance Program. Individuals will not be eligible for financial assistance if Medical Assistance or ACA coverage is denied due to lack of cooperation (i.e. timeliness or failure to produce required documentation). Any patient payments made for services that subsequently receive Medical Assistance approval will be refunded to the patient. Financial Assistance Individuals with family income at or below 300% of the current federal poverty guidelines may be eligible for a 100% financial assistance allowance on the cost of their medically necessary services, after a minimum copay amount for certain outpatient services as follows: Clinic visits, including the hospital family practice centers, rural health centers, women's and children's clinics = $10. Other programs within the clinics may establish a flat rate minimum amount due for elective procedures that are at or below the Medical Assistance fee schedule for patients not eligible for Medical Assistance but are under the 300% federal poverty guidelines. Urgent care center visits = $15 Emergency room visits= $25 Uninsured patients with income exceeding 300% of federal poverty guidelines will automatically receive an 80% discount on hospital charges. No proof of income is required for this discount and this is not considered Financial Assistance. Patients with routine co-pays and deductibles from managed care and commercial insurances are not eligible for financial assistance or a discount unless a financial hardship can be proven. Patients having limited benefit coverage through insurance and who demonstrate a financial hardship may be eligible for the Financial Assistance program. Patients who have received financial assistance in the past but who are having services that are elective or high dollar procedures, visits will be required to comply with the process of Medical Assistance eligibility or eligibility for programs such as ACA. Case by case decisions will be made regarding financial liability in each instance. Determining Eligibility for Financial Assistance Designated business service department employees will utilize independent third party income estimation software information as the determinant of eligibility. The income estimation software application utilized by St. Luke's is based upon a statistically validated methodology to provide income and family size determination. This information is then automatically cross-walked to St. Luke's financial assistance eligibility matrix ranging from 0% to 300% of the current federal poverty guidelines to determine the level of financial assistance to be applied. When insufficient information is returned via the software application, the manual process below will be utilized to determine eligibility. In determining family income and family size, a family unit will be defined as immediate family members/significant other/domestic partner living in the household. All income of occupants will be considered in determining total household income. In determining income the following will be considered: - Wages - Pension - Annuities - Social Security - Interest, Dividend, and other Investment Income such as Capital Gains - Unemployment Compensation - Workers Comp - Disability Benefits - Child Support - Alimony - Public Assistance - Net Rental Income (Income Less Expenses) as calculated for Federal Tax purposes Assets may be considered in determining eligibility and the level of discount approved for financial assistance. Designated business service department employees may also discuss financial assistance with patients who upon receiving a billing statement express an inability to pay for services rendered. Financial assistance applications may be supplied to these patients along with the information regarding required documentation or the income estimation software may be used to determine eligibility status. Medical Indigence Assessment If the patient does not qualify for any of the financial assistance categories identified above, but the medical expenses exceed an ability to pay, the patient will be encouraged to write a hardship letter to be submitted to the Associate Vice President of Finance for consideration of a hardship write-off of all or part of the outstanding medical liability. In the case of foreign visitors, the hospital will attempt to identify the person who sponsored the visitor's entry into the United States. If the sponsor is legally responsible for the visitor's medical bills, the hospital will apply its normal collection efforts in attempting to collect from the sponsor. Application for financial assistance will be based on the sponsor's income. St. Luke's Hospital reserves the right to deny an application for financial assistance based upon lack of reasonably required documentation or the submission of fraudulent documentation. If information is not provided, an application may be denied unless the information was not provided for reasons beyond the applicant's control. In these cases the patient will not be eligible for the financial assistance program. Notification to Patient All patients receiving inpatient or high dollar OP services will receive a notice of determination from the business office with the amount of financial assistance granted and any remaining financial liability. Patients may provide documentation if they feel the automatic estimation of income and assets is incorrect or incomplete. The business office will assess and revise the determination as appropriate for future encounters based on the software information provided. All patient statements will have the phone number to call for patients having difficulty meeting financial obligations. St. Luke's credit and collection policy The Credit and Collection policy is established and is to be 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 Network's fiscal responsibility to maximize reimbursement and minimize bad debt. All medically necessary hospital services are provided without consideration of ability to pay and are not delayed pending application and/or approval of Medical Assistance or St. Luke's Financial Assistance Program. Advance payment is not required for any medically necessary service. This Credit and Collection policy is intended to take into account each individual's ability to contribute to the cost of his or her care. Patients will be assisted in obtaining health insurance coverage from privately and publicly funded sources whenever possible. All Patient Business Service department representatives will be educated on all aspects of the Credit and |
| Schedule H, Part VI, Question 2 | St. Luke's University Health Network's department of community health oversees assessment of the healthcare needs of the communities served by hospitals within the network, including this organization. The department is led by Dr. Bonnie Coyle, board certified in preventative medicine, with 16 years' experience in public and preventative health. Analysis of information from the following sources is part of the department's ongoing health needs assessment process: vital statistics, Pennsylvania Department of Health data, hospital discharge data, the Robert Wood Johnson County health profiles and other county data available from various other state agencies. In addition, the department collects ongoing statistics from its comprehensive community outreach initiatives and from financial support for the Bethlehem partnership for a healthy community. Established in 1996 by the board of directors of St. Luke's University Health Network, the partnership is a national model for collaborative efforts to improve access to healthcare services. Currently more than 165 participating/funding agencies, representing local business, government, educational and community organizations are actively involved in partnership programs which serve the greater Lehigh Valley. Through community ownership and shared responsibility, the partnership strives to enhance the physical, mental, emotional and spiritual wellness of individuals and communities, thereby improving the quality of life for all. The department's healthcare needs assessment process is enhanced by data obtained through the Bethlehem partnership's various school-based programs, such as numbers of children failing dental and vision examinations and number of children not receiving medical examinations. The department also utilizes guidelines for adolescent preventive services (gaps) in the Bethlehem partnership's various mobile van service programs to collect data on risk factors for students and to monitor community health problems. For example, data has been tracked on risk factors such as smoking, obesity, seatbelt use and drug and alcohol use. Gaps is also used on an ongoing basis to build and modify programs. Most recently, the network has contracted with the Lehigh Valley Research Consortium to conduct a formal health needs assessment for the greater Lehigh Valley and Upper Bucks County area, served by St. Luke's Hospital (Allentown/Bethlehem), St. Luke's Quakertown Hospital and the Visiting Nurse Association of St. Luke's. The process will be completed by the IRS required date. |
| SCHEDULE H, PART VI; QUESTION 3 | As a not for-profit entity, St. Luke's Hospital of Bethlehem, Pennsylvania's first consideration is the admission and placement or treatment of any patient is the patient's medical needs. Some patients hesitate to obtain necessary care because of their financial concerns. In order to encourage such patients to obtain appropriate care, in December 2008, the network's board of directors redesigned the network's charity care program for patient system access to discounted hospital services. This policy is updated annually. The network also established a community benefit tracking system to comply with new IRS Form 990 guidelines (effective 2009) to report community benefit activities/expenditures. The charity care program is widely communicated in both English and Spanish. A bilingual notice of the program is posted in all outpatient and inpatient registration areas. All patient statements include a number for patients to call if they are having difficulty paying their bills. St. Luke's website has extensive information regarding the financial assistance program, including eligibility guidelines and contact information. Additionally, St. Luke's financial counselors assess each patient for eligibility for coverage through medical assistance, chip, adult basic and other programs. Bilingual counselors are available. |
| SCHEDULE H, PART VI; QUESTION 4 | St. Luke's Hospital of Bethlehem, Pennsylvania's primary service area consists of an urban population in Lehigh and Northampton Counties in southeastern Pennsylvania with a total population of 647,232. The average household income is $55,340 and 10.5 percent of the population has income below the poverty level. Seven hospitals serve the primary service area and 19 percent of hospital discharges are Medicaid patients and 3 percent are uninsured. As of the 2008 American community survey conducted by the U.S. Census Bureau, the Lehigh Valley consisted of the following groups: 87.1% of the population was Caucasian, 11.3% of the population were Hispanics and Latinos of any race and 4.6% were black or African American. South Bethlehem, Easton and Tamaqua have been designated medically underserved areas. Population growth from 2000 to 2030, projected by the Lehigh Valley planning commission, is as follows: ages 0 to 54 years, 9%, ages 55 to 64 years, 49%, ages 65 to 74 years, 76% and ages 75+, 57%. |
| Schedule H, Part VI, Question 5 | The organization and the entire St. Luke's University Health Network promote the health of the community on a daily basis throughout the year. The network coordinates and offers numerous community benefit programs, activities and support groups to the community. Please refer to schedule o for a detailed 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, religion or ability to pay. No individuals are denied necessary medical care, treatment or services. St. Luke's active hospitals include St. Luke's Hospital of Bethlehem, PA, St. Luke's Quakertown Hospital, Carbon-Schuylkill Community Hospital, Inc., St. Luke's Hospital Anderson Campus and St. Luke's Warren Hospital. Each of these hospitals operates consistently with the following criteria outlined in 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 directors and the board of directors 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 Care, LLC A limited liability company disregarded for federal income tax purposes owned by St. Luke's Health Network, Inc. This entity is located in Allentown Pennsylvania and was created on June 1, 2015. In the current year the organization was inactive but will be a clinically integrated network going forward. 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, religion or ability to pay. Moreover, St. Luke's Hospital of Bethlehem, Pennsylvania operates consistently with the criteria outlined in IRS Revenue Ruling 69-545. Cancer Immunotherapies, 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 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. St. Luke's Windgap Property, 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. 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 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, religion 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 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, religion or ability to pay. Moreover, St. Luke's Quakertown Hospital operates consistently with the criteria outlined in IRS Revenue Ruling 69-545. Carbon-Schuylkill Community Hospital, Inc. Carbon-Schuylkill Community Hospital, Inc. 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, religion 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 Hospital Monroe Campus St. Luke's Hospital Monroe Campus is currently under construction and is a proposed 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 will provide medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay when construction is completed, likely in 2016. 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, religion 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 Warren Hospital Foundation, Inc. St. Luke's Warren Hospital Foundation, 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 supports St. Luke's Warren Hospital; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization, and its affiliates in providing medically necessary healthcare services to the community in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. 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, |
| SCHEDULE H, PART VI; QUESTION 7 | Not applicable. The entity and related provider organizations are located in Pennsylvania and New Jersey. No community benefit report is required to be filed with either Pennsylvania or New Jersey. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MORAVIAN VILLAGE OF BETHLEHEM | |||||||
| 526 WOOD STREET | BETHLEHEM | PA | 18018 | 233022262 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| SAUCON VALLEY COUNTRY CLUB | |||||||
| 2050 SAUCON VALLEY ROAD | BETHLEHEM | PA | 180159000 | 240712660 | 501(C)(7) | $10,000 | PROGRAM SUPPORT |
| BOROUGH OF FOUNTAIN HILL | |||||||
| 941 LONG STREET | FOUNTAIN HILL | PA | 18015 | 236002990 | 501(C)(3) | $41,809 | PROGRAM SUPPORT |
| HISPANIC CENTER LEHIGH VALLEY | |||||||
| 520 EAST 4TH STREET | BETHLEHEM | PA | 18015 | 231882308 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| CETRONIA AMBULANCE CORPS INC | |||||||
| 4300 BROADWAY | ALLENTOWN | PA | 181049564 | 231740898 | $50,000 | PROGRAM SUPPORT | |
| LEHIGH VALLEY ROAD RUNNERS INC | |||||||
| PO BOX 592 | ALLENTOWN | PA | 18105 | 232377635 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW NO 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $16,667 | PROGRAM SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I; QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL R GIAMBER MD | ||||||||||||||
| VICE CHAIRMAN - DIRECTOR | $0 | $173,149 | $0 | $0 | $0 | $10,956 | $0 | $39,277 | $0 | $2,918 | $0 | $226,300 | $0 | $0 |
| RICHARD A ANDERSON | ||||||||||||||
| DIRECTOR - PRESIDENT/CEO-SLHN | $942,516 | $0 | $410,047 | $0 | $592,516 | $0 | $578,333 | $0 | $18,764 | $0 | $2,542,176 | $0 | $333,366 | $0 |
| JOEL D FAGERSTROM | ||||||||||||||
| EXECUTIVE VICE PRESIDENT/COO | $522,352 | $0 | $186,889 | $0 | $105,139 | $0 | $25,379 | $0 | $26,503 | $0 | $866,262 | $0 | $0 | $0 |
| THOMAS P LICHTENWALNER | ||||||||||||||
| SVP FINANCE/CFO | $418,353 | $0 | $145,312 | $0 | $88,770 | $0 | $184,297 | $0 | $10,156 | $0 | $846,888 | $0 | $0 | $0 |
| JEFFREY A JAHRE MD | ||||||||||||||
| SVP MEDICAL & ACADEMIC AFFAIRS | $412,099 | $0 | $205,357 | $0 | $19,710 | $0 | $54,861 | $0 | $19,534 | $0 | $711,561 | $0 | $0 | $0 |
| CAROL A KUPLEN RN MSN | ||||||||||||||
| SVP & CHIEF NURSING OFFICER | $317,442 | $0 | $116,185 | $0 | $72,693 | $0 | $132,708 | $0 | $16,560 | $0 | $655,588 | $0 | $0 | $0 |
| ROBERT P ZIMMEL | ||||||||||||||
| SVP HUMAN RESOURCES | $366,276 | $0 | $111,414 | $0 | $339,544 | $0 | $91,769 | $0 | $9,406 | $0 | $918,409 | $0 | $198,996 | $0 |
| ROBERT E MARTIN | ||||||||||||||
| SVP PLANNING | $292,244 | $0 | $109,345 | $0 | $70,259 | $0 | $47,215 | $0 | $29,355 | $0 | $548,418 | $0 | $0 | $0 |
| ROBERT L WAX ESQ | ||||||||||||||
| SVP & GENERAL COUNSEL | $341,643 | $0 | $119,063 | $0 | $56,316 | $0 | $15,903 | $0 | $25,863 | $0 | $558,788 | $0 | $0 | $0 |
| FRANK FORD | ||||||||||||||
| PRESIDENT ALLENTOWN CAMPUS | $255,500 | $0 | $81,054 | $0 | $60,709 | $0 | $68,669 | $0 | $17,136 | $0 | $483,068 | $0 | $0 | $0 |
| JOSEPH C MEROLA MD | ||||||||||||||
| CHIEF OF OB/GYN | $494,930 | $0 | $0 | $0 | $97,756 | $0 | $190,090 | $0 | $16,528 | $0 | $799,304 | $0 | $80,190 | $0 |
| MARC A GRANSON MD | ||||||||||||||
| CHIEF OF SURGERY | $478,950 | $0 | $125,552 | $0 | $19,480 | $0 | $51,331 | $0 | $18,692 | $0 | $694,005 | $0 | $0 | $0 |
| DENNIS J DOUGHERTY | ||||||||||||||
| PRESIDENT - REHAB CORP | $310,461 | $0 | $267,227 | $0 | $1,290 | $0 | $49,600 | $0 | $15,728 | $0 | $644,306 | $0 | $0 | $0 |
| BRIAN A HOEY MD | ||||||||||||||
| PHYSICIAN | $510,141 | $0 | $0 | $0 | $990 | $0 | $10,400 | $0 | $24,284 | $0 | $545,815 | $0 | $0 | $0 |
| WILLIAM S HOFF MD | ||||||||||||||
| TRAUMA SURGEON | $508,103 | $0 | $0 | $0 | $1,518 | $0 | $10,400 | $0 | $24,370 | $0 | $544,391 | $0 | $0 | $0 |
| EDWARD R NAWROCKI | ||||||||||||||
| FORMER KEY EMPLOYEE | $278,880 | $0 | $89,134 | $0 | $65,033 | $0 | $22,462 | $0 | $26,363 | $0 | $481,872 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2014 FORMS W-2. |
| SCHEDULE J, PART I; QUESTION 1A | THE ORGANIZATION MAINTAINS A MEMBERSHIP IN A COUNTRY CLUB FOR BUSINESS PURPOSES. THE COUNTRY CLUB REQUIRES THAT AN INDIVIDUAL IS NAMED AS THE MEMBER; ACCORDINGLY THE ORGANIZATION HAS DESIGNATED ITS PRESIDENT/CEO, CURRENTLY RICHARD A. ANDERSON, AS THE MEMBER. |
| SCHEDULE J, PART I; QUESTION 3 | Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Bonus/Incentive The at-risk compensation is approved by the Executive Compensation Committee of the board and is based on several qualitative and quantitative components, including Joint Commission, Pennsylvania Department of Health and Pennsylvania Trauma Systems Foundation accreditations, evidence-based hospital process of care measures, outcome measures, such as patient satisfaction, mortality rate, and length of stay; efficiency measures as demonstrated by cost-per-adjusted discharge and net income. Other Reportable Compensation Other benefits include deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. Deferred Compensation: Deferred compensation represents retirement benefits earned during the reporting period, yet not recognized as compensation on the employee's 2014 form W-2. Nontaxable Benefits: Health and welfare benefits. Compensation Reported on prior 990 Total compensation reported on prior formS 990 represented recognition of deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. The amount was reported in Schedule J, column b(iii)-other compensation. |
| SCHEDULE J, PART I; QUESTION 4B | THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATING TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $333,366, ROBERT P. ZIMMEL, $198,996 AND JOSEPH C. MEROLA, M.D. $80,190. COLUMN B(III) FOR CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II INCLUDES A VESTED CAPITAL ACCUMULATION ACCOUNT AMOUNT FOR POST-RETIREMENT DEATH BENEFITS WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN THE INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $463,053; THOMAS P. LICHTENWALNER, $127,214; CAROL A. KUPLEN, RN, MSN, $63,998; ROBERT P. ZIMMEL, $28,325 AND JOSEPH C. MEROLA, M.D., $190,090. |
| SCHEDULE J, PART I; QUESTIONS 6 AND 6B | The executive compensation package for the health network consists of both a fixed salary and additional at-risk compensation that is based on several qualitative and quantitative components. The components of the at-risk compensation plan includes JCAHO, Department of Health and Trauma Center accreditations, evidence based hospital process of care measures, outcome measures such as patient satisfaction, mortality rate, and length of stay, efficiency measures as demonstrated by cost per adjusted discharge and finally net income. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2014 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2014 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 AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE; THUS A TAXABLE EVENT OCCURRED FOR TAX REPORTING PURPOSES. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $333,366, ROBERT P. ZIMMEL, $198,996 AND JOSEPH C. MEROLA, M.D. $80,190; HOWEVER, THESE INDIVIDUALS DID NOT ACTUALLY RECEIVE ALL OF THESE FUNDS. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| A | 231352213 | 5248055C8 | 2007-02-21 | $266,310,000 | REFUND; ALLENTOWN & EQUIPMENT | false | false | false |
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| B | 231352213 | 66353RAA2 | 2008-06-11 | $172,181,064 | ANDERSON; LAND & EQUIPMENT | false | false | false |
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| C | 231352213 | 66353RBF0 | 2010-05-13 | $24,936,114 | REFUND; ANDERSON & EQUIPMENT | false | false | false |
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| D | 231352213 | 2010-05-13 | $10,238,847 | REFUND; ANDERSON & EQUIPMENT | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $266,310,000 | $10,545,852 | $6,241,731 | $136,945,603 | $2,656,561 | $0 | $0 | $120,616,807 | $0 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $172,181,064 | $14,863,709 | $9,130,300 | $0 | $2,053,609 | $0 | $0 | $157,812,664 | $0 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $24,936,114 | $2,271,421 | $0 | $21,026,176 | $455,665 | $0 | $0 | $3,158,279 | $0 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $0 | $0 | $10,238,847 | $996,621 | $0 | $8,947,858 | $193,912 | $0 | $0 | $1,344,032 | $0 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
| B | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
| C | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
| D | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||||||
| A | false | Yes (true) | false | false | Yes (true) | Yes (true) | 8. | false | false | false | 0 | Yes (true) | Yes (true) |
| 0 | |||||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | Yes (true) | Yes (true) | |||
| 0 | |||||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | Yes (true) | Yes (true) | |||
| 0 | |||||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | Yes (true) | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TAX-EXEMPT BONDS | FormAndLineReferenceDesc |
| Explanation | PLEASE REFER TO THE SCHEDULE O SUPPLEMENTAL NARRATIVE INFORMATION WITH RESPECT TO CORE FORM, PART X, LINE 20, TAX-EXEMPT BOND LIABILITIES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| A | 231352213 | 66353RBC7 | 2010-05-13 | $34,925,000 | REFUND; ANDERSON & EQUIPMENT | false | false | false |
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| B | 221352213 | 66353RBG8 | 2013-06-27 | $25,190,962 | ANDERSON EXPANSION | false | false | false |
| NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY | ||||||||
| C | 231352213 | 66353RBH6 | 2013-06-27 | $40,305,538 | ANDERSON EXPANSION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $34,925,000 | $3,249,207 | $0 | $30,077,377 | $651,790 | $0 | $0 | $4,517,835 | $0 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $25,190,962 | $0 | $564,398 | $0 | $492,190 | $0 | $0 | $23,570,661 | $0 | $1,299,112 | 2014 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $40,305,538 | $0 | $903,037 | $0 | $787,504 | $0 | $0 | $37,713,058 | $0 | $2,078,579 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
| B | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
| C | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||||||
| A | false | Yes (true) | false | false | false | Yes (true) | 5. | false | false | false | 0 | Yes (true) | Yes (true) |
| 0 | |||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | false | false | 0 | Yes (true) | Yes (true) | |||
| 0 | |||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | false | false | 0 | Yes (true) | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,204 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I; QUESTION 32B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
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| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | St. Luke's University Hospital of Bethlehem, Pennsylvania comprises two campuses, one in Bethlehem ("SL-Bethlehem") and one in Allentown ("SL-Allentown"), both in Lehigh County. St. Luke's University Hospital is recognized by the IRS as an Internal Revenue Code Section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, St. Luke's University Hospital provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, St. Luke's University Hospital operates consistently with the following criteria outlines in the IRS Revenue Ruling 69-545: 1. St. Luke's University Hospital provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2. St. Luke's University Hospital operates an active emergency room for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. St. Luke's University Hospital maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of St. Luke's University Hospital rests with its Board of Directors and the Board of Directors of St. Luke's Health Network, Inc., d.b.a. St. Luke's University Health Network. Both boards comprise a majority of independent civic leaders and other prominent members of the community, as well as physicians on the Hospital/Network medical staff; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. The operations of St. Luke's University Hospital, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of St. Luke's University Hospital is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individual nor is any private interest being served other than incidentally. St. Luke's University Hospital - Bethlehem ("SL-Bethlehem"), is a joint commission-accredited, not-for-profit, tertiary care, teaching hospital located in Bethlehem, PA, founded in 1872. SL-Bethlehem offers more than 90 medical specialties and has 452 licensed acute care and rehab beds. In FY '15, there were 25,927 admissions and observations; 448,283 outpatient registrations and 52,670 ED visits. The Older Adult Behavioral Health Unit treats adults 60 years of age and over in a secure and intimate setting created to address the unique behavioral health needs of older adults. The Unit operates at 84 percent of capacity. Additional senior services include: The Center for Positive Aging, senior surgical program, long-term care facility networking and Nurses Improving Care for Healthsystem Elders (NICHE) designation. The Acute Rehab Unit expanded from 16 to 31 beds and added a second rehabilitation gym in FY '14. In FY '14, SL-Bethlehem invested more than $12.5 million in technologic and facility improvements, including renovation of an inpatient nursing floor, radiology waiting room and a KidsCare Clinic, expansion of Operating Room storage areas, and infrastructural improvements to the parking lot retaining walls and service drive areas as well as upgrades to the parking deck lighting. New technology investments and upgrades included completion of the neuro biplane, and the acquisition and installation of lab analyzers, infusion pumps, ultrasound machines, wound vacs, EUS scopes, GI lab scope washers and a digital portable X-ray. The Network continued to expand access and visibility to strengthen its referral base in Monroe County. A purchase agreement was signed for a 39-acre site for a proposed new St. Luke's hospital tentatively scheduled to open in Fall 2016. Additionally, the Network acquired a pediatric practice and opened St. Luke's Heart & Vascular Center in East Stroudsburg, Monroe County. St. Luke's Physician Group employs 22 full-time primary care providers and GI, Pulmonary, Orthopaedic, OB/GYN, Nephrology, Neurosurgery, Urology, Vascular Surgery, Medical and Surgical Oncology specialists in Monroe County. Areas of Exceptional Medical Expertise include: - Level I Adult Trauma Center: awarded three-year accreditation with no significant issues identified by Pennsylvania Trauma Systems Foundation; more than 2,275 trauma cases in FY15. - Oncology: St. Luke's provides cancer services throughout its Network, providing care to approximately 2,900 new oncology patients each year. St. Luke's has three comprehensive outpatient cancer centers that provide physician outpatient services, infusion and radiation therapy, located in Allentown, Bethlehem and Easton (Anderson Campus), and also provides cancer services in Quakertown, Coaldale, East Stroudsburg and Warren County, NJ. St. Luke's is one of only two healthcare networks in Pennsylvania to earn national three-year accreditation with commendation as an integrated network cancer program from the Commission on Cancer of the American College of Surgeons, and one of only 51 healthcare networks nationwide; recognized for achieving the highest level of quality and patient safety in Radiation Oncology, earning a three-year accreditation from the American College of Radiology (ACR). St. Luke's Cancer Center is staffed by a team of fellowship-trained cancer experts specializing in surgical oncology, medical oncology, radiation oncology, gynecologic oncology, thoracic surgery, urologic surgery and neurosurgical oncology. The Center emphasizes patient satisfaction and treats all types of cancer, including: abdominal, bone and joint, brain and spine, breast, colon and rectum, cancer of the digestive system, gynecologic, head and neck, liver, lung/thoracic, lymphoma/leukemia, melanoma, prostate, thyroid/endocrine system and urinary. The Center offers advanced programs for melanoma, lung, breast, brain and spine, prostate, gynecological and gastrointestinal cancers. St. Luke's takes a multidisciplinary approach to treating cancer as a complex group of diseases that requires consultation among surgeons, medical and radiation oncologists, diagnostic radiologists, pathologists and other cancer specialists. This multidisciplinary partnership results in improved patient care and offers the full cancer care spectrum including prevention, early diagnosis, cancer staging, optimal treatment, rehabilitation, life-long follow-up for recurrent disease, palliative and end-of-life care. Cancer patients only need to call one phone number (Hope Line) in order to access the oncology services at SLUHN. St. Luke's Brain and Spine Tumor Center was the first in the region to offer "Frameless Stereotactic Radiosurgery" (SRS) for malignant and benign brain tumors. The frameless system uses surface mapping, tracking and the patient's facial features during treatments, allowing SRS to be performed non-invasively, without using traditional frame-based immobilization devices (no pins into the skull). This provides more comfortable, faster treatment and recovery experience that is not available anywhere else in the region. INTRABEAM IORT technology is available at St. Luke's Anderson Campus. This procedure spares some women with early stage breast cancer weeks of radiation therapy. Using low energy X-rays, INTRABEAM is precisely administered to the tumor bed following lumpectomy before the incision is closed. Some early stage breast cancers may be treated with only a single treatment while others may require additional standard radiation therapy but over a shorter time period. Cardiology and Cardiovascular Surgery: Only hospital in region named one of nation's top cardiovascular hospitals, six-year recipient (Truven, formerly Thomson-Reuters, 1999, 2001, 2002, 2003, 2012, 2014); multiple-year recipient of highest rating for cardiac surgery, represents top decile performance achieved by only 6 percent of U.S. hospitals (Society of Thoracic Surgery, 2008, 2009, 2011, 2012, 2013, 2015), lowest mortality index in the region for heart disease and heart surgery patients; region's first accredited chest pain center; region's first Joint Commission-certified heart failure program. Cath/Electrophysiology Lab volumes have increased 8 percent and cardiac surgery volumes have increased 35 percent over the past two years. The first Ventricular Assist Device (VAD) procedure in the Network was completed in 2014, since that time we have completed 8 such procedures with outstanding outcomes. |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | St. Luke's Heart & Vascular Center (Center) has offices in Allentown, Bethlehem, Brodheadsville, Coaldale, East Stroudsburg, Easton, Pennsburg, Quakertown, Walnutport and Wind Gap in Pennsylvania and in Phillipsburg and Warren Hills in New Jersey. St. Luke's offers comprehensive cardiovascular surgical services, excluding heart transplants. The Center has established St. Luke's Heart Valve Center, St. Luke's Atrial Fibrillation Center, St. Luke's Vascular Center and St. Luke's Women's Heart Center, each offering a multidisciplinary approach to diagnosis and treatment options. St. Luke's Bethlehem was selected as one of the few U.S. hospitals to offer transcatheter aortic valve replacement (TAVR), a catheter-based valve replacement procedure, and is the first institution in the region approved to perform the TAVR procedure independently. St. Luke's is the only cardiovascular program in the region to offer a minimally invasive approach to mitral valve repair (MitraClip) St. Luke's Bethlehem is also one of the region's busiest sites for thoracic stent graft repair of thoracic aortic diseases resulting from trauma or aneurysms. Services include: Atrial Fibrillation: expert team of cardiac electrophysiologists and cardiac surgeons specialize in treating atrial fibrillation and other heart rhythm disorders; cardiology testing; minimally invasive cardiology procedures; cardiac rehabilitation; heart and heart valve surgery; women's heart issues, clinical trials and research, and full range of vascular surgeries and treatments. - Neuroscience: The St. Luke's Center for Neuroscience provides coordinated care of conditions of the nervous system including: amyotrophic lateral sclerosis (ALS), aneurysms, balance disorders, brain and spine conditions, epilepsy (including epilepsy monitoring unit), headaches, memory disorders, including Alzheimer's disease, movement disorders, multiple sclerosis, myasthenia gravis, normal pressure hydrocephalus, peripheral nerve disease and sleep disorders. The St. Luke's Stroke Center in Bethlehem, Allentown, and Bethlehem Township were accredited by the Joint Commission in FY15 as a Primary Stroke Center, and feature a 24-hour, multidisciplinary emergency response team for the management of acute stroke patients, as well as a team of healthcare providers dedicated to the ongoing care of stroke victims. St. Luke's earned the Stroke Gold Plus Honor Roll Elite award, the highest award conferred to hospitals for stroke care, and Stroke National Honor Roll recognition in 2015 by the American Heart Association/American Stroke Association. This award recognizes at least 85 percent compliance in each of the seven Get With The Guidelines Stroke Achievement Measures over a period of 24 consecutive months. The award also recognizes door-to-needle times that are within 60 minutes of onset for at least 75 percent of applicable patients. In 2014, St. Luke's Center for Neuroscience was also recognized as a U.S. News and World Report Best Regional Hospital for Neurology and Neurosurgery. - Orthopaedics: Advanced expertise in total joint replacement and reconstruction, including anterior hip approach replacements; computer-assisted minimally invasive surgery; primary and reconstructive surgery of the spine; sports injuries; diseases and conditions of the hand, wrist and elbow; traumatic injuries; comprehensive sports medicine. In 2014, St. Luke's was also recognized as a U.S. News and World Report Best Regional Hospital for Orthopaedics. - Radiology/Interventional Services: Enterprise agreement with GE Healthcare, making St. Luke's one of only a few health care networks in the country partnering with GE to develop new imaging technology through the use of all-digital systems. In addition, St. Luke's is an international show site for GE, bringing physicians from all over the world to visit the Network and observe procedures being performed with advanced medical technologies. St. Luke's was first in the U.S. to install the GE Discovery IGS 730 Hybrid Operating Room, an interventional suite that combines the best of imaging and surgical technology in one operating room. St. Luke's was also the first hospital in Pennsylvania to earn American College of Radiology recognition in Cardiac MRI. St. Luke's Regional Breast Center provides diagnostic mammograms and higher-level breast imaging. A fully-accredited vascular lab offers the latest ultrasound imaging, the Logic 9, which provides 3-D ultrasound images for optimal diagnosis. St. Luke's Anderson Campus features advanced technologies including a wide-bore MRI that offers uncompromised image quality and a high-definition, low-dose CT that reduces radiation exposure up to 50 percent. St. Luke's University Hospital in Bethlehem and St. Luke's Warren Campus both offer GE's Silent Scan MRI technology which turns down the volume during an MRI exam significantly, reducing anxiety and the need for repeat scans. The application is whisper quiet for individuals who require head scans. Wide-bore MRI, beneficial for larger and claustrophobic patients, is available at St. Luke's Anderson, Bethlehem and Warren Campuses. Also, St. Luke's University Hospital in Bethlehem now has a Bi-Plane Room for advanced Neuroimaging. The biplane allows us to provide for faster, safer and fewer radiation doses during complex neuro interventions. This imaging equipment allows for visualization in two different planes simultaneously rather than having to image separately to gain the same information. - Women's/Children's Health: Leader in state and national programs to improve perinatal care, achieving an early elective delivery rate of 0 percent for more than a year, and is well below the 3 percent national and 2 percent state average rates; maintained a 0 percent rate of healthcare associated bloodstream infections in newborns for more than a year; specialized care for high-risk pregnancy; one of the region's most utilized obstetrical service (Allentown/Bethlehem); two neonatal intensive care units (Allentown/Bethlehem) achieved zero infections per 100 ventilator days, below the .9 infections per 100 days national benchmark established by the National Healthcare Safety Network; pediatric specialty care provided by St. Christopher's Hospital for Children and St. Luke's Pediatric Endocrinology, Nephrology and Gastroenterology. - Robotic/Minimally Invasive Surgery: Pennsylvania's most experienced robotic surgical teams; St. Luke's fellowship-trained gynecologic oncologists perform robotic surgery for gynecologic cancers; fellowship-trained urologists perform robotic surgery for prostate cancer. Additionally, St. Luke's offers robotic technology for the following: thoracic surgery, ENT, gall bladder and colon resection. SL Allentown is a nationally recognized Center for Excellence in Minimally Invasive Surgery and St. Luke's offers a minimally invasive surgical fellowship. Mission ------- The mission of St. Luke's University Hospital is to provide compassionate, excellent quality and cost-effective healthcare to residents of the communities served regardless of race, color, creed, sex, national origin, religion or ability to pay. The mission of St. Luke's University Hospital is 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, regardless of a patient's ability to pay for their care. Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Bethlehem annually reaches more than 100,000 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach, includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - provided first aid services and a wide range of health screenings at numerous community events including Historic Bethlehem Blueberry Festival, Connie Mack Baseball Tournament, Edurorama Bike Event, Southern Lehigh Swimming Championships, MS Beach Bash, VegFest, Town Hall Cyclocross, Cops and Kids Literacy Event, Runners World Half Marathon, Christkindlmarket, Hellertown Relay for Life, Celtic Classic, ArtsQuest Farmer's Market and Man Care Health Fair; - conducted more than 125 classes related to BLS/CPR, ACLS, PALS, EMS educational outreach, Newborn/New Mom Care, Baby's First Year, Grandparenting and pregnancy orientations; - provided mobile medical services to more than 348 children in the Bethlehem School District, during more than 784 visits including physicals, adolescent health assessments, vision services, insurance referrals and nutrition counseling; - provided mobile dental services to more than 1,432 children in the Bethlehem School District; |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | - conducted literacy initiatives including an after school Reading Rocks! program and a Read Across America Dr. Seuss Event at Donegan Elementary School in the Bethlehem School District. Allentown Campus ---------------- St. Luke's Hospital - Allentown Campus ("SL-Allentown") was founded in 1945 as the Allentown Osteopathic Medical Center and is located in the west end of the city of Allentown. In 1997, the not-for-profit medical center entered into a merger with St. Luke's. Since joining St. Luke's, the 141-licensed bed, Joint Commission-accredited SL-Allentown has experienced triple-digit increases in observations and admissions (FY15 - 10,162) and ED visits (FY15 - 46,747) and outpatient registrations (FY15 - 177,346). St. Luke's has invested more than $165.5 million in technologic and facility improvements since SL-Allentown joined the Network. In FY'15, these improvements included $5 million for the fit-out of the West End Medical Center to include a 3D mammography and sensory suite, two GI labs, GI physician practice, and physical therapy center. A five-story addition, opened in June 2003, included: a 10,000-square-foot emergency department expansion, five state-of-the-art operating room suites, some of the most advanced imaging technology from GE Healthcare, the addition of a 10-bed intensive care unit and various support departments. In January 2007, St. Luke's nationally-recognized cardiovascular program was introduced at SL-Allentown. The comprehensive program includes emergency care for heart attacks, provides 24 hours-a-day, seven days-a-week; cardiac testing; cardiac catheterization electrophysiology studies and other cardiac procedures by some of the most experienced physicians in the region. SL-Allentown's bariatric surgery program has been designated an accredited center of the Metabolic and Bariatric Surgery Accreditation and Quality Improvement Program. SL-Allentown provides extensive education and support programs for bariatric patients. In August 2007, St. Luke's opened an outpatient cancer center at the Integrated Health Campus in South Whitehall Township, adjacent to Allentown. The center provides a very comfortable, inviting environment where patients can receive high quality, compassionate, comprehensive and coordinated outpatient cancer care under one roof. Additional outpatient services at the Integrated Health Campus include: Center for Neuroscience, Sleep Disorders Center, Center for Urology, Weight Loss (Bariatric) Program. SL-Allentown doubled its size and the size of the emergency department in September 2008. The renovation added six new ICU beds for critical care patients, 22 new medical/surgical beds, two cardiac catheterization laboratories, a 680 sq. ft. open heart operating room suite and a post anesthesia unit (surgical recovery area). The New Beginnings Birthing Center underwent a significant renovation and expansion in the summer of 2009. Fifteen private post-partum rooms were added to accommodate more than 1,400 annual births. In spring of 2010, a new 32 medical-surgical unit was opened, as well as a new wound management center with two new hyperbaric chambers, and in early April, a HomeStar retail pharmacy was added to fill prescriptions for patients, visitors and employees. St. Luke's has added outpatient facilities in close proximity to the SL-Allentown to meet the community's healthcare needs. These include: St. Luke's Family Health Center, Women's Health Center, St. Luke's Perinatal Center and St. Luke's Women's Imaging Center, as well as specialty St. Luke's physician practices for orthopedics, cardiology, neurology, pulmonology, nephrology and general surgery. The pediatric clinic was expanded and enhanced in 2012. In December 2011, SL-Allentown acquired a 107,000 sq. ft. facility in a highly visible area adjacent to the City of Allentown for development of St. Luke's West End Medical Center, an outpatient facility to support SL-Allentown. This Center opened in May 2013 with a total investment thru November 2014 of $18.1 million. Current services include walk-in care, occupational medicine, lab, imaging, sports & human performance fitness center, mammography, two GI endoscopy labs, and physical therapy. Physician practices including orthopaedic, pediatric, pain management, gastroenterology, OB/GYN, urology, and neurosurgery. Additionally, a new $9.6 million, 360-space parking deck and Hospital lobby at SL-Allentown were added in April 2013. These new facilities improve access for patients and visitors. An additional operating room was added in November 2013. SL-Allentown Specialty Services include: - Bariatric Services - Cardiac Catheterization - Cardiology - Emergency Services - Endocrinology - Family Health Center Clinic - Gastroenterology - Hyperbaric Medicine - Infusion Services - KidsCare Children's Clinic - Neurology - NICU - Obstetrics and Gynecology - Oncology/Hematology - Orthopedics, joint and muscle disorders - Pain Management - Pediatric Urgent Care provided by St. Christopher's Hospital - Perinatal Services - Podiatry and foot care clinic - Pulmonary critical care - QuickCare (urgent care) - Radiology (advanced) - Respiratory Therapy - Sleep Disorders - Sports Medicine, Physical and Occupational Therapy, Rehabilitation - Stroke Center (Joint Commission designated) - Surgery (general and laparoscopic) - Vascular Services - Women's Imaging Center - Women's Health Center - Wound Management Mission ------- The mission of St. Luke's Hospital - Allentown Campus is to provide compassionate, excellent quality and cost-effective healthcare to residents of the communities served regardless of race, color, creed, sex, national origin, religion or ability to pay. The mission of St. Luke's Hospital - Allentown Campus is 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, regardless of a patient's ability to pay for their care. Community Outreach ------------------ In keeping with its commitment to the communities it serves SL-Allentown annually reaches more than 83,000 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach, includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - provided in-kind medical services/screenings at the following community events: Women's 5K Expo, City of Allentown 250th Parade and Festival, The Great Allentown Fair, SportsFest, Tail on the Trail, St. Luke's Half Marathon Expo, St. Luke's Hospice Charity Bike Ride, City of Allentown Fireworks Display, March for Babies, Live Well LV; - provided monthly educational sessions on weight management and bariatric surgery, 24-hour online support and a monthly support group for bariatric patients; - provided mobile medical services to more than 275 children in the Allentown School District, during more than 750 visits including physicals, adolescent health assessments, vision services, insurance referrals and nutrition counseling; - provided mobile dental services to more than 565 children in the Allentown School District; - provided vision services to more than 135 children in the Allentown School district; - conducted literacy initiatives including an after school Reading Rocks! Program and a Read Across America Dr. Seuss Event at Union Terrace and McKinley elementary schools, both in the Allentown School District; - provided nutrition and garden education to more than 250 students and family members from Union Terrace and McKinley elementary schools through a partnership with the Kellyn Foundation; - built and supported a school garden at Union Terrace Elementary School; - brought 100 third-grade students from Union Terrace Elementary School to tour the St. Luke's Rodale Organic Farm to learn about composting, crop planting and harvesting; - enrolled 14 students from Dieruff and Allen high schools in the inaugural St. Luke's CareerLinking Academy. The program gave students and opportunity to rotate through several St. Luke's Allentown Campus departments to learn about careers; - conducted/participated in the following health fairs which included provision of multiple free health screenings: Allentown YMCA Senior Health & Fitness Day, St. Luke's Half Marathon, Emergency Preparedness Fair, March for Babies, St. Luke's Hospice Charity Bike Ride, Live Well LV. |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Affiliation with Lewis Katz School of Medicine at Temple University -------------------------------------------------------------------- According to the Association of American Medical Colleges, our nation faces an anticipated shortage of 91,000 physicians by 2020 and 140,000 by 2025. To ensure continued regional access to physicians, St. Luke's and Temple University School of Medicine have developed the regional Medical School of Temple University/St. Luke's University Health Network, the first and only medical school campus in the greater Lehigh Valley. Enrolled students complete the first year at Temple, followed by years two, three and four at St. Luke's University Hospital in Bethlehem. The inaugural class began August 2011, followed by the second class in August 2012 and the third class in August 2013. Full enrollment of 120 medical students was achieved in August 2014 and the School expects to graduate 300 physicians in 10 years (beginning with the Class of 2015 graduation) of which the School hopes to retain 50 percent in the greater Lehigh Valley. The courses and competencies of this program are identical to the requirements for students training the full four years at the Temple campus in Philadelphia. Students applying to the program are interviewed at St. Luke's by St. Luke's physicians who are faculty members of the Temple University School of Medicine. Clinical medical skills, interpersonal and communication skills, professionalism, multiculturalism, socioeconomic and social and ethical issues are taught throughout the four years. St. Luke's physicians, who are faculty members of the Temple University School of Medicine faculty, teach the first year doctoring course in Philadelphia. St. Luke's is also a Comprehensive Clinical Teaching Campus for Temple University School of Medicine. Approximately 16 third- and fourth-year medical students enrolled at the Temple Philadelphia campus may complete their clinical rotations at St. Luke's University Hospital. St. Luke's also trains students from the Philadelphia College of Osteopathic Medicine and other medical schools that rotate on electives at St. Luke's. Graduate Medical Education and Other Education Programs ------------------------------------------------------- St. Luke's has a long history of involvement in medical education, especially graduate medical education, and is one of only 400 members of the prestigious Council of Teaching Hospitals. St. Luke's is dedicated to quality medical education coupled with compassionate patient-centered, technologically sophisticated care. The goal of St. Luke's graduate medical education program is to train young physicians who will have the knowledge and skills to enter private practice and/or go into fellowships for further training. Medical education programs are conducted primarily at the Bethlehem, Allentown and Warren campuses. Each year, more than 180 interns/residents/fellows train at St. Luke's 23 fully accredited programs which include: Dental, Emergency Medicine (dually accredited allopathic and osteopathic), Family Medicine (dually accredited allopathic and osteopathic at Bethlehem and Warren), General Surgery, Internal Medicine (dually accredited allopathic and osteopathic), OB-GYN, Orthopedic Physical Therapy, Orthopedic Surgery, Pharmacy, Podiatric Medicine and Surgery residencies; and Cardiovascular Disease, Geriatric Medicine, Hospice and Palliative Care Medicine, Podiatric Dermatology, Sports Medicine and Surgical Critical Care fellowships. More than 200 members of St. Luke's medical staff hold faculty appointments at prestigious medical schools including Temple University, The University of Pennsylvania and Philadelphia College of Osteopathic Medicine. St. Luke's also conducts postgraduate continuing medical education through its sponsorship of more than 500 annual continuing medical education (CME) programs for physicians, nurses and ancillary healthcare professionals. St. Luke's offers clinical rotations in the following advanced practitioner programs: certified registered nurse anesthetist program, certified registered nurse practitioners programs (enrollees from DeSales University, Drexel University, University of Pennsylvania, Walden University, Georgetown University, Temple University, Thomas Jefferson University and others), emergency medicine PA/NP fellowships, trauma/surgical critical care PA/NP fellowships, physician assistant program (enrollees from DeSales, Drexel, King's College, Pennsylvania, Arcadia and Salus University) and the only formal physician assistant observer programs. St. Luke's serves as a major training site for undergraduate and graduate nursing students from St. Luke's School of Nursing, Moravian College, DeSales University, Cedar Crest College, Northampton Community College, Lehigh Carbon Community College, Bucks County Community College and the Pennsylvania State University's Lehigh Valley campus. St. Luke's serves as a major training site for allied health advanced practitioners. More than 300 allied health students annually spend more than 63,400 hours at St. Luke's - an average of 250 hours per student. Allied health professionals work in teams to facilitate functionality of the healthcare system through provision of a range of diagnostic, technical, therapeutic and direct patient care and support services. Allied health professionals train in many disciplines including: lab, medical assistants, MRI, nuclear medicine, phlebotomy, physical/occupational therapy, athletic trainers, radiology and respiratory care. Students from 22 colleges, universities and technical institutes are enrolled in St. Luke's programs. St. Luke's also trains students in surgical technology in its own school of surgical technology. Additional education programs include: pastoral care and hospital administration internships. St. Luke's also routinely hosts high school student for health care career exploration observational experiences. St. Luke's School of Nursing ---------------------------- St. Luke's University Hospital of Bethlehem, Pennsylvania was the fourth hospital in the country to operate a school for nurses. Established in 1884, St. Luke's School of Nursing is the nation's oldest hospital-based, diploma nursing school in continuous operation. More than 4,000 nursing students have successfully completed the program. St. Luke's School of Nursing is approved by the Pennsylvania State Board of Nursing and was reaccredited in 2014 with conditions by the Accreditation Commission for Education in Nursing. More than 150 students are enrolled in the 20-month program. Community Support ------------------ In keeping with its commitment to the communities it serves, St. Luke's, through its hospitals and other affiliates, offers a variety of free services/screenings for community-run events throughout the year. St. Luke's also accepts requests for donations to fellow non-profit institutions. St. Luke's Community Health Department supports the mission of the Bethlehem Partnership (Partnership) for a Healthy Community which focuses on improving the health status and quality of life of the community, especially those with limited resources. Established in 1996 by the Board of Trustees of St. Luke's University Health Network, the Partnership is a national model for collaborative efforts to improve access to healthcare services. Currently more than 200 participating/funding agencies, including those from local business, government, educational and community organizations, are actively involved in Partnership programs. St. Luke's provides the administrative and medical leadership, staff and financial support for the Partnership. The Partnership philosophy is through community participation with shared responsibility, the physical, mental, emotional and spiritual wellness of individuals and the quality of life in the community can be enhanced. Services are provided primarily to at-risk and underserved children and adults through St. Luke's four mobile health/dental vans. Bonnie Coyle, MD, has served as medical director for the Bethlehem Area School District, at no cost to the district, for 11 years. Under St. Luke's leadership, Partnership achievements for FY15 included, but are not limited to, the following: - Dental and medical care, primarily to underserved children and adolescents. Care is generally provided in four mobile health vans which regularly visit various schools, an adolescent shelter, and other community gathering sites. In FY15, mobile health vans provided nearly 1,687 patient visits to 266 uninsured students and 268 without a primary care provider; mobile dental health vans provided 3,130 patient visits. Specialized pediatric dental care and adult care was provided at the Easton Dental Center for 3,805 patient visits. A comprehensive vision program is also offered to screen and provide glasses for children at risk. In FY15, 203 patients received vision care. |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | - The Fowler Family Center at Donegan Elementary School provides a number of primary and preventive care services to low-income, at-risk families primarily through St. Luke's Family Practice (SLFP) which is located at the Center. SLFP provided primary and preventive care through 4,433 visits to 1,087 community members in FY15. The Fowler Dental Clinic provided care for 5,579 visits. - The AIDS Service Center fully supports the National HIV/AIDS Strategy's four primary goals. The center provided clinical care and case management services to 399 unduplicated clients in FY15. In FY15, a second HIV location was opened in Easton. Care was provided to 79 HIV+ patients at the Easton Clinic. Ninety percent of the ASC patients have a suppressed viral load. The clinic's patient retention rate of 92 percent exceeded the top 10 percent national rate of 91 percent. The percentage of new patients with CD4 count of <200 (indicating an AIDS diagnosis) decreased to a 4-year low of 25 percent. - The Partnership offers an extensive Adolescent Career Mentoring Program. Over the course of 19 years, St. Luke's has partnered with the Bethlehem Area School District and Lehigh Valley Workforce Investment Board Inc. to provide English as a Second Language to at-risk community youths, as well as the opportunity to explore healthcare careers through the School-to-Work Program, while encouraging and mentoring them to graduate from high school and enroll in post-secondary education or enter the workforce. In FY15, 94 percent (16 of 17 enrolled) of the students completed the program successfully. The investment in the Adolescent Career Mentoring Program increased bilingual/bicultural healthcare workers at St. Luke's, increased new employees in a high priority occupation cluster in the Lehigh Valley, PA and diversified the healthcare workforce in the overall community. As a result of the success of the School-To-Work Program, St. Luke's collaborated with LVWIB to develop the Health Career Exploration Program in 2005. The program was created to assist high school students in developing achievable career and educational goals. Through the program, students have the opportunity to develop valuable career skills in a supportive environment that emphasizes a commitment to academics. HealthCare Professionals serve as mentors and offer directing to the students interested in exploring health careers. During the 2014-2015 school year, the HCEP served 20 students from Bethlehem Area School District. Ninety percent (18 of 20) of the students completed the program and graduated from high school. Seventy-five percent of the students started college in the fall of 2015. - Provided tobacco cessation services to three worksites in the Lehigh Valley including Pinebrook Family Answers, Crayola and Daybreak. The worksites had a 70 percent quit rate. St. Luke's also interated cessation counseling into the St. Luke's Employee Wellness Program, trained Dental Clinic staff, specifically the hygienists, to provide brief cessation education to dental patients, and trained Behavioral Health Specialists for AIDS Services Center at St. Luke's Hospital to provide cessation counseling to HIV+ patients. - St. Luke's and Lehigh University (later joined by Muhlenberg College) formed a highly successful partnership in 2009 to develop and implement Reading Rocks!, a reading supplemental/mentoring program for at-risk students at Donegan Elementary School in South Bethlehem and Union Terrace Elementary School in Allentown. St. Luke's assumes all costs associated with this program. In FY15, Reading Rocks! provided reading services to more than 223 students at Donegan Elementary and 24 students at Union Terrace. The program includes rewards for meeting reading goals and weekly one-on-one mentoring by Lehigh student athletes and Muhlenberg students. - St. Luke's Nurse Family Partnership (NFP) is an evidence-based, nurse home visiting program to improve the health, wellbeing and economic self-sufficiency of low-income, first-time parents and their children. Care is provided in this voluntary prevention program by specially educated registered nurses beginning early in the mother's pregnancy and continuing until her child's second birthday. In FY15, the NFP served 355 families residing in the Lehigh Valley (encompassing the cities of Allentown, Bethlehem and Easton and the surrounding rural areas). - St. Luke's Parent Advocate in the Home (PATH) program provides health and supportive services to families with children age 3 years or younger. In FY15, PATH provided 1,146 visits to 162 patients. A visiting nurse assists families to understand child growth and development, home safety, discipline, healthy eating, problem solving and parenting. This program focuses on early child development, nutrition, health and preparing the families and their children to be ready for school. - St. Luke's Visiting Nurse Advocate for the County (VNAC) program provides child health monitoring and child advocacy services to children living in troubled homes in Northampton and Lehigh counties In FY15, 126 unduplicated clients were served by VNAC nurses. St. Luke's community outreach programs include an extensive network of pediatric and adult medical and specialty clinics at various easily accessible locations. In FY15, more than 140,000 clinic patient visits were provided. In December 2008, the Board of Trustees of St. Luke's University Health Network redesigned the Network's charity care program for patient access to discounted hospital services. The Network has established a Community Benefit Tracking Service to comply with new IRS Form 990 Guidelines (Effective 2009) to report community benefit activities / expenditures. Additional community support included, but is not limited to, the following: - For more than 20 years, St. Luke's employees have sponsored an annual children's winter coat drive, purchasing new coats and other articles of clothing for more than 100 children in need. - St. Luke's University Health Network's InfoLink Toll-free health information telephone number: At an annual cost of $80,000, more than 53,000 callers annually are assisted with a range of services including registration for free community health programs, screenings and other health services, referrals to physician and information on St. Luke's Charity Care Program. - Television Programs: St. Luke's University Health Network produces a live, call-in weekly television program that highlights various healthcare topics and weekly reaches more than a million viewers at an annual production and marketing cost of $110,000. St. Luke's physicians and other healthcare providers supply information on healthy living, health screenings, advances in healthcare treatment and technology and related topics. St. Luke's also co-produces Peak, an Emmy Award-winning weekly television program that features health and wellness segments at an annual cost of $125,000. - Development and sponsorship of a number of community wellness initiatives including Tail on the Trail, a wellness incentive program serving more than 5,000 community members. - A multi-specialty advisory committee meets monthly to ascertain which community requests can best be served by St. Luke's support. Each month, SLUHN receives more than 40 community requests. Of those requests, about 50 percent are supported with in-kind and/or monetary donations. The monetary donations alone total more than $100,000 annually. |
| CORE FORM, PART III; QUESTION 4D | EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ST. LUKE'S HEALTH NETWORK, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. ST. LUKE'S HEALTH NETWORK, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES 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 IN THE 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. 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 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 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 ORGANIZATION'S VICE PRESIDENT FINANCE AND SENIOR VICE PRESIDENT FINANCE AND VARIOUS OTHER INDIVIDUALS OF THE NETWORK 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 ORGANIZATION'S INTERNAL WORKING GROUP, INCLUDING, BUT NOT LIMITED TO, THOSE INDIVIDUALS OUTLINED ABOVE, FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP AND OTHER INDIVIDUALS 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 ORGANIZATION'S INTERNAL WORKING GROUP AND VARIOUS OTHER INDIVIDUALS 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. FOLLOWING THE FINANCE COMMITTEE'S REVIEW THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION 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, AND KEY EMPLOYEES ANNUALLY. THE NETWORK'S 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 BOARD OF DIRECTORS, 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 ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Please refer to the schedule J, part III response to Schedule J, Part I, Question 3 for a more detailed description. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | ST. LUKE'S HEALTH NETWORK, INC., WHICH IS THE PARENT ENTITY OF THIS AFFILIATE, HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA SECRETARY OF STATE. |
| CORE FORM, PART VII AND SCHEDULE J | 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 AND RELATED ORGANIZATIONS AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS. PLEASE NOTE, THIS ORGANIZATION'S FORM 990 REFLECTS INDIVIDUALS WHO PROVIDE SERVICES TO OTHER ORGANIZATIONS. THIS ORGANIZATION ISSUES W-2'S TO THOSE INDIVIDUALS AND FILES THE APPLICABLE FORMS WITH THE INTERNAL REVENUE SERVICE. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO OTHER AFFILIATES VIA AN INTERCOMPANY ACCOUNT. EDWARD R. NAWROCKI, BEING REPORTED AS A FORMER KEY EMPLOYEE ON THIS FORM 990, IS STILL EMPLOYED WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK AS PRESIDENT OF ST. LUKE'S HOSPITAL ANDERSON CAMPUS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE IN THE 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, OFFICERS AND/OR DIRECTORS 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 IN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON PART VII OF THIS FORM 990. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART VII, SECTION B | This organization is an affiliate within the St. Luke's UNIVERSITY Health Network; a tax-exempt integrated healthcare delivery NETWORK. This organization pays all outstanding accounts payable invoices on behalf of MOST other affiliates within the St. Luke's UNIVERSITY Health Network. In conjunction with this service, this organization also prepares and issues Forms 1099 to these vendors receiving payments where applicable and also files these Forms 1099 with the Internal Revenue Service. This organization allocates these payments to the other affiliates within the St. Luke's Hospital & Health Network via an intercompany account. |
| CORE FORM, PART X; LINE 20 | THE 2007 SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES A CUSIP NUMBER IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THIS IS THE FOLLOWING: 5248055D6. PLEASE NOTE THAT THE RESPECTIVE TERM OF HEDGE ASSOCIATED WITH THIS CUSIP NUMBER IS 9.8% AND THAT THE 8.0% DISCLOSED ON SCHEDULE K IS ASSOCIATED WITH THE CUSIP NUMBER REPORTED ON SCHEDULE K. THE 2008A SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES CUSIP NUMBERS IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THESE ARE THE FOLLOWING: 66353RAB0; 66353RAC8; 66353RAD6; 66353RAE4; 66353RAF1; 66353RAG9; 66353RAH7 AND 66353RAJ3. THE 2010A SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES CUSIP NUMBERS IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THESE ARE THE FOLLOWING: 66353RBD5; 66353RBE3; 66353RAK0; 66353RAL8; 66353RAM6; 66353RAN4; 66353RAP9; 66353RAQ7; 66353RAR5; 66353RAS3; 66353RAT1; 66353RAU8; 66353RAV6; 66353RAW4; 66353RAX2; 66353RAY0 AND 66353RAZ7. THE 2010B SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES A CUSIP NUMBER IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THIS IS THE FOLLOWING: 66353RBB9. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASES OF PROPERTY AND EQUIPMENT; $943,950; - CHANGE IN FAIR MARKET VALUE OF 2007 DERIVATIVE; ($6,062,092); - EXTRAORDINARY LOSS; ($1,353); - CHANGE IN ADDITIONAL PENSION LIABILITY; ($34,249,808); - OTHER CHANGES IN UNRESTRICTED NET ASSETS; ($20,902); - PLEDGES RECEIVED - TEMPORARILY RESTRICTED; ($770,299); - NEW PLEDGES - TEMPORARILY RESTRICTED; $1,026,327; - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASES OF PROPERTY AND EQUIPMENT - TEMPORARILY RESTRICTED; ($1,067,497); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - TEMPORARILY RESTRICTED; ($1,518,809); - NET ASSETS RELEASED (PLEDGES) FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT (BUILDING FUND) - TEMPORARILY RESTRICTED; ($5,103); - INCOME TRANSFERRED TO OPERATIONS - TEMPORARILY RESTRICTED; ($7,948); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - TEMPORARILY RESTRICTED; ($28,215); - APPRECIATION TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $189,240; - INCOME TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $655,256; - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - PERMANENTLY RESTRICTED; ($509,969); - APPRECIATION TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($206,332); AND - INCOME TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($288,012). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"), A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S PARENT ENTITY IS ST. LUKE'S HEALTH NETWORK, INC. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ALL AFFILIATES FOR THE YEARS ENDED JUNE 30, 2015 AND JUNE 30, 2014; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNQUALIFIED 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 | THIS ORGANIZATION IS AN AFFILIATE IN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"). THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE NETWORK WIDE A-133 AUDIT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CANCER IMMUNOTHERAPIES LLC | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 208783508 | INACTIVE | PA | $0 | $0 | BETHLEHEM |
| ST LUKE'S AIRMED LLC | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 274643964 | INACTIVE | PA | $0 | $0 | BETHLEHEM |
| ST LUKE'S HOMESTAR SERVICES LLC | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 260369246 | HEALTH SVCS. | PA | $17,699,739 | $3,798,892 | BETHLEHEM |
| ST LUKE'S WINDGAP PROPERTY LLC | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232641715 | INACTIVE | PA | $0 | $0 | BETHLEHEM |
| POCONO MRI IMAGING AND DIAGNOSTIC CENTER | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 204960982 | HEALTH SVCS. | PA | $1,074 | $7,779,477 | BETHLEHEM |
| EVANTAGE HEALTH LLC | |||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | INACTIVE | PA | $0 | $0 | BETHLEHEM | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 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 QUAKERTOWN HOSPITAL | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 231352203 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN INC | false |
| CARBON-SCHUYLKILL COMMUNITY HOSPITAL | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 251550350 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN INC | false |
| QUAKERTOWN REHABILITATION CENTER | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232543924 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | SLHN INC | false |
| ST LUKE'S EMERGENCY & TRANSPORT SVCS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232179542 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | SLHN INC | false |
| ST LUKE'S PHYSICIAN GROUP INC | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232380812 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | SLHN INC | false |
| VNA OF ST LUKE'S - HOME HEALTHHOSPICE | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 240795497 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(1) | BETHLEHEM | Yes (true) |
| HOMESTAR MEDICAL EQUIP & INFUSION SVCS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232418254 | INACTIVE | PA | 501(C)(3) | 509(A)(2) | VNA | false |
| ST LUKE'S HHN AUXILIARY INC | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 232134479 | FUNDRAISING | PA | 501(C)(3) | 170B1AIII | NA | false |
| ST LUKE'S WARREN HOSPITAL INC | ||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 221494454 | HEALTH SVCS. | NJ | 501(C)(3) | HOSPITAL | SLHN INC | false |
| ST LUKE'S WARREN HOSPITAL FDN INC | ||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 222522476 | SUPPORT SLWH | NJ | 501(C)(3) | 509(A)(3) | SLWH INC | false |
| ST LUKE'S HOSPITAL ANDERSON CAMPUS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 454394739 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | SLHN INC | false |
| ST LUKE'S HOSPITAL - MONROE CAMPUS | ||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | 465143606 | INACTIVE | PA | 501(c)(3) | HOSPITAL | SLHN INC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIND GAP PROF | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 WINCHESTER ROAD SUITE 300 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181042284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232641715 | EIN |
| Primary Activities | HEALTHCARE SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHLEHEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.67000 | OwnershipPct |
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 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HEALTH NETWORK INSURANCE COMP | |||||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 180151000 | 752993150 | FINANCIAL VEHICLE | VT | BETHLEHEM | C CORP. | $13,736,485 | $63,531,266 | 1.00000 | Yes (true) | |
| ST LUKE'S PHYSICIAN HOSPITAL ORG INC | |||||||||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 180151000 | 232786818 | HEALTHCARE SVCS. | PA | BETHLEHEM | C CORP. | $38,439 | $835,002 | 0.50000 | Yes (true) | |
| HILLCREST EMERGENCY SERVICES PC | |||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 204429976 | HEALTHCARE SVCS. | NJ | C CORP. | false | N/A | ||||
| TWO RIVERS ENTERPRISES INC | |||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 521552606 | REAL ESTATE | NJ | C CORP. | false | N/A | ||||
| WARREN PA PROFESSIONAL ALLIANCE INC | |||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 202652788 | HEALTHCARE SVCS. | NJ | C CORP. | false | N/A | ||||
| ST LUKE'S WARREN PHYSICIAN GROUP PC | |||||||||||||
| 185 ROSEBERRY STREET | PHILLIPSBURG | NJ | 08865 | 223837316 | HEALTHCARE SVCS. | NJ | C CORP. | false | N/A | ||||
| 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 | Yes (true) | 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 | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THIS ORGANIZATION ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK IN THE ORDINARY COURSE OF BUSINESS. 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 |