2025-05-06T15:37:05-05:00 2024-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 19103 990 2023-07-01 231352203 ST LUKE'S QUAKERTOWN HOSPITAL % SCOTT R WOLFE STLU 4845264000 1110 ST LUKES WAY ALLENTOWN PA 18109 SCOTT R WOLFE SVP FINANCE & CFO 4845264000 2025-05-15 true true Scott J Mariani P00642486 2155462140 2023 2025-03-06 01:10:19Z ST LUKE'S UPPER BUCKS CAMPUS SCOTT R WOLFE 1110 ST LUKES WAY ALLENTOWN PA 18109 189526560 false X WWW.SLHN.ORG X 1926 PA TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE IN A NON-DISCRIMINATORY MANNER. 13 11 0 246 0 0 3529520 2892410 147267648 185806355 -1091877 59023 557024 727298 150262315 189485086 1856480 897988 0 0 0 0 0 0 0 160670021 195905716 162526501 196803704 -12264186 -7318618 198026674 220481894 199972858 229349807 -1946184 -8867913 X THE MISSION OF THE ORGANIZATION IS 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 OR ABILITY TO PAY. THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK'S MISSION IS TO CARE FOR THE SICK AND INJURED REGARDLESS OF THEIR ABILITY TO PAY, IMPROVE OUR COMMUNITIES' OVERALL HEALTH, AND EDUCATE OUR HEALTH CARE PROFESSIONALS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 190152055 897988 185806355 EXPENSES INCURRED IN PROVIDING EMERGENCY AND MEDICALLY NECESSARY SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT (STATEMENT OF PROGRAM SERVICES) WHICH INCLUDES DETAILED INFORMATION REGARDING THE VARIOUS SERVICES PROVIDED BY THIS ORGANIZATION. 190152055 true true false true false false false false false true true false false false true false false true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true X 0 0 0 false false false false false true true false false false false false false X 13 11 false true false false true true true true true false false true true true true true true true true false X SCOTT R WOLFE 4845264000 1110 ST LUKES WAY ALLENTOWN PA 18109 X Nicole D Yoder DO VP Medical Affairs 55.0 0.0 X 0 576529 63283 Dennis D Pfleiger Jr Trustee - President SLQH/SLUB 55.0 0.0 X X 0 438915 48710 Alex M Page DO Trustee 55.0 0.0 X 0 339889 50766 Brent Bernstein DPM Trustee (Term 1/25/24) 55.0 0.0 X 0 329137 8438 Leah Heather Rizzo VP Patient Care Services 55.0 0.0 X 0 238452 42943 Kathy P Ramson Former Key Employee 55.0 0.0 X 0 152701 20463 Kathleen Ehrhardt Co-Chair - Trustee 1.0 0.0 X X 0 0 0 J Kevin Moran Co-Chair - Trustee 1.0 0.0 X X 0 0 0 Wendy Ashby Trustee 1.0 0.0 X 0 0 0 Michael Johnson Trustee 1.0 0.0 X 0 0 0 Gerald Kilhefner Trustee 1.0 0.0 X 0 0 0 Stephen Markley Trustee 1.0 0.0 X 0 0 0 Bridget O'Connell Trustee 1.0 0.0 X 0 0 0 Scott Orzehoski TRUSTEE 1.0 0.0 X 0 0 0 Dominick Pulice VMD Trustee 1.0 0.0 X 0 0 0 Terry Sands Trustee 1.0 0.0 X 0 0 0 Randall Stauffer Trustee 1.0 0.0 X 0 0 0 David Freeman Chairman-Trustee(Term 11/1/23) 1.0 0.0 X X 0 0 0 David Slifer Trustee (Term 11/1/23) 1.0 0.0 X 0 0 0 Scott R Wolfe Chief Financial Officer 55.0 0.0 X 0 0 0 0 2075623 234603 0 true true false 0 400000 2492410 2892410 NET PATIENT SERVICE REVENUE 622110 184317246 184317246 RENTAL INCOME FROM AFFILIATES 531190 697400 697400 OTHER HEALTHCARE RELATED REVENUE 622110 791709 791709 185806355 1605 1605 0 0 206404 206404 0 206404 206404 57418 57418 57418 57418 0 0 0 0 0 0 74980 41474 33506 33506 DIETARY REVENUE 712070 487388 487388 487388 189485086 185806355 786321 897988 897988 0 0 0 0 0 0 0 0 0 721948 669101 52847 0 0 0 0 0 25749 23864 1885 1738 1611 127 7049793 6533748 516045 163001 151069 11932 0 3693902 3423509 270393 21744 20152 1592 0 30467 28237 2230 6887806 6383619 504187 0 12214089 11320018 894071 1242294 1151358 90936 ALLOCATION OF PERSONNEL COST 78589810 78589810 0 MEDICAL SUPPLIES 29747051 27569567 2177484 0 SLPG RELATED 501(C)(3) EXP 26446389 26446389 0 PURCHASED SERVICES 14832200 13746483 1085717 0 14237735 13195532 1042203 196803704 190152055 6651649 0 300 300 0 0 2933800 2573745 21124796 27855952 0 0 0 0 0 0 2195135 2619397 643667 838785 278234752 105574125 153388861 172660627 0 0 0 0 8710128 8945027 0 0 9029987 4988061 198026674 220481894 4968258 6131260 0 0 182497 0 0 0 0 0 0 0 0 0 0 0 194822103 223218547 199972858 229349807 X -13546385 -20340636 11600201 11472723 -1946184 -8867913 198026674 220481894 X -7318618 742707 -345818 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true false true false SCHEDULE C, PART II-B; QUESTION 1 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION, PAYS ALL LOBBYING EXPENDITURES ON BEHALF OF ALL AFFILIATES WITHIN THE NETWORK AND ALLOCATES A PERCENTAGE OF THESE EXPENDITURES TO VARIOUS AFFILIATES. THESE LOBBYING EXPENDITURES INCLUDE (1) PAYMENT TO AN OUTSIDE INDEPENDENT FIRM, (2) AN ALLOCATED PORTION OF THE DUES PAID TO THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AND (3) A PERCENTAGE OF TOTAL COMPENSATION PAID TO THE SYSTEM'S SENIOR VICE PRESIDENT/GENERAL COUNSEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THE AMOUNT ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2024 IS $17,940. 11600201 970997 1098475 11472723 10820619 659172 667167 546757 11600201 11462262 532990 -1009627 165006 10820619 9752458 627218 1100415 17829 11462262 9384898 186173 223239 41852 9752458 1.00000 false false 35699549 35699549 149639210 41863046 107776164 1756701 1474466 282235 90798390 62236613 28561777 340902 340902 172660627 0 DUE TO AFFILIATES 131125942 LEASE LIABILITIES 4845322 EST. 3RD PARTY PAYOR SETTLEMENTS 4943832 ASSET RETIREMENT OBLIGATIONS 65030 OBLIGATED GROUP DEBT LIABILITIES 82184190 OTHER LIABILITIES 54231 223218547 SCHEDULE D, PART V; QUESTION 4 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE NETWORK AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE NETWORK'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE NETWORK'S ENDOWMENT FUNDS: The Network's individual donor restricted endowment funds and specific purpose funds total $76,530,881 and $67,838,723 as of June 30, 2024 and 2023, respectively. Individual donor restricted endowment funds are held for a variety of purposes. The net assets associated with endowment funds are classified and reported based on the existence of donor-imposed restrictions. Return Objectives and Risk Parameters The Network has adopted endowment investment and spending policies that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of endowment assets. Under this policy, the return objective for the endowment assets, measured over a full market cycle, shall be to maximize the return against a blended index, based on the endowment's target allocation applied to the appropriate individual benchmarks. The Network expects its endowment funds over time, to provide an average rate of return approximating the S&P 500 Stock Index (domestic portion), MSCI EAFE Index (international portion) and Lehman Brothers Intermediate Government/Corporate Index (bond portion). Actual returns in any given year may vary from the index return amounts. Strategies Employed for Achieving Investment Objectives To achieve its long-term rate of return objectives, the Network relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized gains) and current yield (interest and dividends). The Network targets a diversified asset allocation that places greater emphasis on equity-based investments to achieve its long-term objectives within prudent risk constraints. Endowment Spending Allocation and Relationship of Spending Policy to Investment Objectives The Board of Trustees of the Network determines the method to be used to appropriate endowment funds for expenditure. Calculations are performed for individual endowment funds at a rate of 4.5 percent of a three-year moving average market value with a minimum increase of 0% and a maximum increase of 10% per year over the previous year's spending amount. The total is reduced by the income distributed from the endowment fund in accordance with the preferences/restrictions made by the donors. The corresponding calculated spending allocations are distributed annually by June 30. In establishing this policy, the Board considered the expected long-term rate of return on its endowment. Accordingly, over the long term, the Network expects the current spending policy to allow its endowment to grow at an average of 8% percent annually, consistent with its intention to maintain the purchasing power of the endowment assets as well as to provide additional real growth through new gifts. true true X true X 300. true X 301. true true false false 748912 748912 0.00380 31317101 15851011 15466089 0.07860 32066013 15851011 16215001 0.08240 6081840 436043 5645797 0.02870 66465 59231 7234 23878861 11189839 12689022 0.06450 898488 898488 0.00460 30925654 11685113 19240541 0.09780 62991667 27536124 35455542 0.18020 true 6990166 818238 40750479 34523200 6227279 X true true 2 1 ST LUKE'S UPPER BUCKS CAMPUS 3000 ST LUKES DRIVE QUAKERTOWN PA 18951 WWW.SLHN.ORG 170301 X X X 2 ST LUKE'S QUAKERTOWN CAMPUS 1021 PARK AVENUE QUAKERTOWN PA 18951 WWW.SLHN.ORG 170301 X ST LUKE'S QUAKERTOWN & UPPER BUCKS 12 false false true X X X X X X X X 21 true true false true X WWW.SLHN.ORG X true 21 true WWW.SLHN.ORG false true X 300. 301. X X X true true X X X true X WWW.SLHN.ORG X WWW.SLHN.ORG X WWW.SLHN.ORG X X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, QUESTION 3I DURING THE FISCAL YEAR ENDED JUNE 30, 2022, THE ORGANIZATION COMPLETED A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") AND BEGAN A THREE - YEAR IMPLEMENTATION PLAN. FOR EACH SIGNIFICANT HEALTH NEED IDENTIFIED THROUGH THE CHNA THE ORGANIZATION DEVELOPED AN IMPLEMENTATION STRATEGY THAT DESCRIBED PLANS TO ADDRESS EACH IDENTIFIED HEALTH NEED. THE ORGANIZATION'S MOST RECENT CHNA DOES NOT SPECIFICALLY DESCRIBE THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA. HOWEVER, ANNUALLY THE ORGANIZATION PUBLICIZES INFORMATION ON IT'S WEBSITE WHICH DESCRIBES THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S MOST RECENTLY CONDUCTED CHNA. THE ORGANIZATION'S REPORT INCLUDES DETAIL WHICH SUMMARIZES AND EVALUATES MAJOR EFFORTS TIED TO THE ORGANIZATION'S IMPLEMENTATION PLAN. THE ORGANIZATION'S IMPLEMENTATION PLAN UPDATE IS MADE WIDELY AVAILABLE ON ITS WEBSITE AND CAN FOUND AT THE FOLLOWING URL: WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/CAMPUS SCHEDULE H, PART V, SECTION B, QUESTION 5 THE COMMUNITY HEALTH NEEDS ASSESSMENTS ("CHNA") FOR ST. LUKE'S HOSPITAL -QUAKERTOWN AND UPPER BUCKS CAMPUSES WERE COMPRISED OF PRIMARY AND SECONDARY DATA. THE PRIMARY DATA WAS COLLECTED THROUGH KEY INFORMANT INTERVIEWS AND COMMUNITY HEALTH SURVEYS, WHERE 11,523 SURVEYS WERE CONDUCTED WITHIN THE NETWORK'S FOURTEEN CAMPUS GEOGRAPHIC REGIONS. PRIMARY DATA WAS ALSO COLLECTED THROUGH CAMPUS SPECIFIC KEY STAKEHOLDER FOCUS GROUPS, WHERE THE MAIN PRIORITY HEALTH NEEDS WERE IDENTIFIED. SECONDARY DATA INCLUDED THE USE OF COUNTY LEVEL, STATE LEVEL, AND NATIONAL LEVEL DATA OBTAINED VIA THE U.S. CENSUS, THE ROBERT WOOD JOHNSON FOUNDATION, VITAL STATISTICS, COMMUNITY COMMONS, THE AMERICAN COMMUNITY SURVEY, U.S. DEPARTMENT OF LABOR, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM AS WELL AS OTHER DATA SOURCES, WHICH CAN BE FOUND FOOTNOTED IN EACH CHNA. THE NEEDS IDENTIFIED WITHIN EACH FOCUS GROUP WAS SUPPLEMENTED BY SURVEY DATA AND SECONDARY DATA IN ORDER TO PROVIDE A MORE COMPREHENSIVE PICTURE OF THE NEEDS IN EACH COMMUNITY AND THE OUTSIDE FACTORS AFFECTING THESE HEALTH ISSUES. THROUGH REVIEW OF THE PRIMARY AND SECONDARY DATA, THE NETWORK WAS ABLE TO CATEGORIZE THE IDENTIFIED HEALTH NEEDS INTO FOUR MAJOR CATEGORIES FOR THE JUNE 30, 2022 - JUNE 30, 2025, CHNA CYCLE. MAJOR CATEGORIES FOR THE JUNE 30, 2022 - JUNE 30, 2025, CHNA CYCLE. SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B THE ORGANIZATION'S CHNA WAS CONDUCTED BY ST. LUKE'S HEALTH NETWORK. DUE TO ITS OVERLAPPING PRIMARY SERVICES AREA, THE NETWORK CONDUCTED A JOINT CHNA WHICH INCLUDED: ST. LUKE'S QUAKERTOWN HOSPITAL AND ST. LUKE'S UPPERBUCKS CAMPUS. IN ADDITION, THE ORGANIZATION'S CHNA IS THE RESULT OF A COLLABORATIVE EFFORT WITH VARIOUS COMMUNITY PARTNERS WHO WORKED TOGETHER TO IDENTIFY THE MOST-PRESSING HEALTHCARE NEEDS IN THE COMMUNITY. AS OUTLINED IN THE APPENDIX OF THE ORGANIZATION'S CHNA THE ORGANIZATION'S COMMUNITY PARTNERS INCLUDE THE FOLLOWING: - BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP (BCHIP) - BUCKS COUNTY DRUG AND ALCOHOL - BUCKS COUNTY AREA ON AGING - BUCKS COUNTY HOUSING LINK - BUCKS COUNTY OPPORTUNITY COUNCIL - BUCKS CAREER LINK - BUCKS COUNTY COMMUNITY COLLEGE - BUCKS COUNTY TECHNICAL SCHOOL - BUCKS COUNTY DEPT OF HEALTH - BUXMONT COLLABORATIVE - BUCKS COUNTY SUICIDE TASK FORCE - ACCESS SERVICES - FREE FALL ENERGY CENTER - CODE BLUE SHELTER - COMMUNITY TRAFFIC SAFETY PROGRAM BUCKS COUNTY - FAMILY SERVICES UPPER BUCKS - FRESH CONNECT - HABITAT FOR HUMANITY BUCKS COUNTY - ADVOCATES FOR HOMELESS UPPER BUCKS (AHUB) - HEAD START BUCKS COUNTY - HELPING UPPER BUCKS BECOME UNIVERSALLY BETTER (HUBBUB) - DESALES UNIVERSITY - MATERNITY CARE COALITION - MILFORD TOWNSHIP - NEW VITAE WELLNESS AND RECOVERY - OFFICE OF SENATOR BOB MENSCH - THE OPEN LINK - PALISADES SCHOOL DISTRICT - PENN COMMUNITY BANK - QNB BANK - QUAKERTOWN ALIVE! - QUAKERTOWN BOROUGH (PARKS & REC) - QUAKERTOWN COMMUNITY SCHOOL DISTRICT - QUAKERTOWN FOOD PANTRY - QUAKERTOWN POLICE DEPARTMENT - ROLLING HARVEST - STATE REPRESENTATIVES - THE SEED FARM - UNITED WAY OF BUCKS COUNTY - UPPER BUCKS CHAMBER OF COMMERCE - INDIAN VALLEY CHAMBER OF COMMERCE - UPPER BUCKS SENIOR CITIZENS CENTER - UPPER BUCKS YMCA - UPPER BUCKS LIBRARY - UPPER PERKIOMEN SCHOOL DISTRICT - UPPER PERKIOMEN YMCA - ZEIGLER FOUNDATION SCHEDULE H, PART V, SECTION B, QUESTION 7A DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE NETWORK'S WEBSITE: WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/CAMPUS SCHEDULE H, PART V, SECTION B, QUESTION 10 THE NETWORK CREATED A NETWORK WIDE JOINT IMPLEMENTATION STRATEGY TO ADDRESS ALL OF THE HEALTH NEEDS IDENTIFIED WITHIN EACH HOSPITAL FACILITY'S CHNA. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE NETWORK WIDE IMPLEMENTATION STRATEGY AN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE NETWORK'S WEBSITE: HTTPS://WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B, QUESTION 11 THE ORGANIZATION'S CHNA WAS COMPLETED AND MADE WIDELY AVAILABLE PRIOR TO JUNE 30, 2022. THEREAFTER, A MULTI-DISCIPLINARY TEAM MET REGULARLY AND PARTICIPATED IN THE IMPLEMENTATION PLAN PROCESS. DURING THIS PROCESS AND THROUGH REVIEW OF THE PRIMARY AND SECONDARY DATA, THE ORGANIZATION WAS ABLE TO CATEGORIZE THE IDENTIFIED HEALTH NEEDS INTO THREE MAJOR CATEGORIES FOR THE 2022-2025 CHNA CYCLE. THESE PRIORITY HEALTH CATEGORIES INCLUDE: 1) IMPROVING ACCESS TO CARE/REDUCING HEALTH DISPARITIES 2) PROMOTING HEALTHY LIFESTYLES AND PREVENTING CHRONIC DISEASE 3) IMPROVING MENTAL/BEHAVIORAL HEALTH 4) COVID RESPONSE A NETWORK WIDE IMPLEMENTATION STRATEGY WAS CREATED TO ADDRESS THE THREE IDENTIFIED HEALTH PRIORITIES. THE IMPLEMENTATION STRATEGY WAS DEVELOPED TO CONTINUE ESTABLISHED EFFORTS AND FOSTER COMMUNITY COLLABORATION TO MEET THE IDENTIFIED HEALTH NEEDS. THROUGH FOUR NETWORK-WIDE INITIATIVES, THE NETWORK WIDE IMPLEMENTATION STRATEGY APPROACHES THE THREE HEALTH PRIORITY AREAS DETERMINED BY THE CHNA FROM THREE MAIN VANTAGES: 1) WELLNESS AND PREVENTION 2) CARE TRANSFORMATION 3) RESEARCH AND PARTNERSHIPS THESE PRIORITY HEALTH AREAS AND 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 IN ORDER TO MEET AND ADDRESS THESE NEEDS. PROGRAMMING TO ADDRESS THE NEEDS IDENTIFIED IN THE CHNA IS CONDUCTED IN PARTNERSHIP WITH OVER 200 ORGANIZATIONS NETWORK WIDE, A COMPREHENSIVE LIST OF PARTNERS CAN BE FOUND ON THE LAST PAGE OF EACH OF THE CAMPUS SPECIFIC CHNAS. THE ST. LUKE'S UNIVERSITY HEALTH NETWORK CHNA IMPLEMENTATION STRATEGY AS WELL AS SEPARATE HOSPITAL CAMPUS IMPLEMENTATION UPDATES CAN BE VIEWED ON THE ORGANIZATION'S WEBSITE. THE IMPLEMENTATION STRATEGIES AND IMPLEMENTATION UPDATES INCLUDE AND DESCRIBE VARIOUS INITIATIVES AND PLANS IN PLACE TO ADDRESS THE UNMET NEEDS DISCOVERED THROUGH THE ORGANIZATION'S CHNA PROCESS. ANNUAL IMPLEMENTATION PLAN UPDATE REPORTS DESCRIBE EFFORTS UNDERTAKEN BY THE NETWORK TO ADDRESS THE CHNA IDENTIFIED NEEDS. HOSPITALS ARE NOT REQUIRED TO, NOR CAN THEY MEET ALL OF THE UNMET NEEDS IN THEIR COMMUNITIES. 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, OR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS IN THE COMMUNITY. SCHEDULE H, PART V, SECTION B, QUESTION 16 DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE NETWORK. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE NETWORK'S WEBSITE: WWW.SLHN.ORG/BILLPAY/POLICIES-AND-PROCEDURES/FINANCIAL-ASSISTANCE-POLICIES SCHEDULE H, PART V, SECTION B, QUESTION 16J 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. 7 SL Quakertown - Bone & Joint Institute 1534 Park Avenue Quakertown PA 18951 Outpatient Services - Various SL Upper Perk OP Center 2793 Geryville Pike Pennsburg PA 18073 Outpatient Services - Various SL Coopersburg-Center Valley FP RBC&PT 5848 Old Bethlehem Pike Center Valley PA 18034 Outpatient Services - Various SL Quakertown - Care Now & Occ Med 157 South West End Boulevard Quakertown PA 18951 Outpatient Services - Various SL Quakertown - Heart & Vascular 1532 Park Avenue Quakertown PA 18951 Outpatient Services - Cardio & Vascular SL Quakertown - Women's Imaging Center 121 South 11th Street Quakertown PA 18951 Outpatient Services - Diagnostic Breast Care SL Ottsville - PT & Palisades FP 8330 Easton Road Ottsville PA 18942 Outpatient Services - Various SCHEDULE H, PART I, LINE 3C THE GRANTING OF FINANCIAL ASSISTANCE IS BASED UPON AN INDIVIDUALIZED DETERMINATION OF FINANCIAL NEED, AND DOES NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRANT STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. IN ADDITION TO THE FEDERAL POVERTY GUIDELINES ELIGIBILITY CRITERIA NOTED ELIGIBILITY FOR FINANCIAL ASSISTANCE WILL BE CONSIDERED FOR THOSE INDIVIDUALS WHO ARE UNINSURED, INELIGIBLE FOR ANY GOVERNMENT HEALTHCARE BENEFIT PROGRAM, AND THOSE WHO ARE UNABLE TO PAY FOR THEIR CARE, BASED UPON DETERMINATION OF FINANCIAL NEED IN ACCORDANCE WITH THE FINANCIAL ASSISTANCE POLICY. PATIENTS WHOSE FAMILY INCOME EXCEEDS 300% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF ST. LUKE'S UNIVERSITY HEALTH NETWORK. THERE ARE INSTANCES WHEN A PATIENT APPEARS TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, BUT THERE IS NO FINANCIAL ASSISTANCE FORM ON FILE DUE TO LACK OF SUPPORTING DOCUMENTATION. OFTEN THERE IS ADEQUATE INFORMATION PROVIDED BY THE PATIENT OR OBTAINED THROUGH OTHER SOURCES, WHICH COULD PROVIDE SUFFICIENT EVIDENCE TO PROVIDE THE PATIENT WITH FINANCIAL ASSISTANCE. IN THE EVENT THERE IS NO EVIDENCE TO SUPPORT A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, ST. LUKE'S UNIVERSITY HEALTH NETWORK MAY USE OUTSIDE AGENCIES IN DETERMINING ESTIMATED INCOME AMOUNTS FOR THE BASIS OF DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY AND POTENTIAL DISCOUNT AMOUNTS. PRESUMPTIVE ELIGIBILITY MAY BE DETERMINED ON THE BASIS OF INDIVIDUAL LIFE CIRCUMSTANCE THAT MAY INCLUDE: - STATE-FUNDED PRESCRIPTION PROGRAMS; - HOMELESS OR RECEIVED CARE FROM A HOMELESS CLINIC; - PARTICIPATION IN WOMEN, INFANTS AND CHILDREN PROGRAMS (WIC); - FOOD STAMP ELIGIBILITY; - SUBSIDIZED SCHOOL LUNCH PROGRAM ELIGIBILITY; - ELIGIBILITY FOR OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G., MEDICAID SPEND DOWN); - LOW INCOME/SUBSIDIZED HOUSING IS PROVIDED AS A VALID ADDRESS; - PATIENT IS DECEASED WITH NO KNOWN ESTATE; - DECLARED CHAPTER 7 BANKRUPTCY AND CARE WAS INCURRED PRIOR TO BANKRUPTCY; AND - DECLARED CHAPTER 13 BANKRUPTCY AND PATIENT WILL HAVE UNPAID BALANCE AFTER THE PAYMENT SCHEDULE IS RECEIVED. ADDITIONALLY, PRESUMPTIVE ELIGIBILITY MIGHT INCLUDE THE USE OF EXTERNAL PUBLICLY AVAILABLE DATA SOURCES THAT PROVIDE INFORMATION ON A PATIENT'S OR A PATIENT'S GUARANTOR'S ABILITY TO PAY (SUCH AS CREDIT SCORING). ONCE DETERMINED, DUE TO THE INHERENT NATURE OF THE PRESUMPTIVE CIRCUMSTANCES, THE PATIENT MAY BE ELIGIBLE FOR UP TO 100% WRITE OFF OF THE ACCOUNT BALANCE. ST. LUKE'S UNIVERSITY HEALTH NETWORK PROVIDES, WITHOUT DISCRIMINATION, CARE FOR ALL EMERGENCY MEDICAL CONDITIONS TO INDIVIDUALS REGARDLESS OF THEIR FINANCIAL ASSISTANCE ELIGIBILITY OR ABILITY TO PAY. IT IS THE POLICY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK TO COMPLY WITH THE STANDARDS OF THE FEDERAL EMERGENCY MEDICAL TREATMENT AND ACTIVE LABOR TRANSPORT ACT OF 1986 ("EMTALA") AND THE EMTALA REGULATIONS IN PROVIDING A MEDICAL SCREENING EXAMINATION AND SUCH FURTHER TREATMENT AS MAY BE NECESSARY TO STABILIZE AN EMERGENCY MEDICAL CONDITION FOR ANY INDIVIDUAL COMING TO THE EMERGENCY DEPARTMENT SEEKING TREATMENT. SCHEDULE H, PART I, LINE 6A NOT APPLICABLE. SCHEDULE H, PART I; LINE 7 THE STRATAJAZZ DECISION SUPPORT/COST ACCOUNTING SYSTEM ("STRATAJAZZ") 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 STRATAJAZZ 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, FINANCIAL ASSISTANCE AT COST, BAD DEBT, AND ALL OVERLAPPING CASES REPORTED ELSEWHERE WERE EXCLUDED. THE RATIO OF PATIENT CARE COST TO CHARGES WAS UTILIZED TO DETERMINE THE FINANCIAL ASSISTANCE AT COST. 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. SCHEDULE H, PART I, LINE 7G THE AMOUNT INCLUDED IN SCHEDULE H, PART I, LINE 7G AS COMMUNITY BENEFIT EXPENSE REPRESENT SUBSIDIZED HEALTH SERVICES RELATED TO BEHAVIORAL HEALTH, OBGYN, WOUND CARE, NICU AND PRIMARY CARE HEALTH SERVICES. THESE SERVICES ARE ALL DOCUMENTED HEALTH NEEDS WITHIN THE COMMUNITY. SCHEDULE H, PART II THE ORGANIZATION 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 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE MULTIPLIED BY ITS COST TO CHARGE RATIO. THE NETWORK RECOGNIZED REVENUE FROM CONTRACTS WITH CUSTOMERS IN ACCORDANCE WITH ASC 606. THE STANDARD'S CORE PRINCIPLE IS THAT AN ENTITY WILL RECOGNIZE REVENUE WHEN IT TRANSFERS PROMISED GOODS OR SERVICES TO CUSTOMERS IN AN AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE COMPANY EXPECTS TO BE ENTITLED IN EXCHANGE FOR THOSE GOODS OR SERVICES. PLEASE REFER TO FOOTNOTE 3 WITHIN THE NETWORK'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION AND ACCOUNTS RECEIVABLE. SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD", HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE", AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES". THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE". - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS SCHEDULE H, PART III, LINE 9B ST. LUKE'S UNIVERSITY HEALTH NETWORK MANAGEMENT DEVELOPED POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES THAT TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENT'S GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FINANCIAL ASSISTANCE FROM ST. LUKE'S UNIVERSITY HEALTH NETWORK AND A PATIENT'S GOOD FAITH EFFORT TO COMPLY WITH HIS OR HER PAYMENT AGREEMENTS. BILLING & COLLECTION POLICY --------------------------- THE CREDIT AND COLLECTION POLICY IS ADMINISTERED IN ACCORDANCE WITH THE MISSION AND VALUES OF THE HOSPITAL AS WELL AS FEDERAL AND STATE LAW. THE POLICY IS DESIGNED TO PROMOTE APPROPRIATE ACCESS TO MEDICAL CARE FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY WHILE MAINTAINING THE NETWORK'S FISCAL RESPONSIBILITY TO MAXIMIZE REIMBURSEMENT AND MINIMIZE BAD DEBT. THE ORGANIZATION'S CREDIT AND COLLECTION POLICY IS INTENDED TO TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. THE ORGANIZATION MAKES SURE THAT PATIENTS ARE ASSISTED IN OBTAINING HEALTH INSURANCE COVERAGE FROM PRIVATELY AND PUBLICLY FUNDED SOURCES, WHENEVER POSSIBLE. ALL PATIENT BUSINESS SERVICE DEPARTMENT REPRESENTATIVES ARE EDUCATED ON ALL ASPECTS OF THE CREDIT AND COLLECTION POLICY AND ARE EXPECTED TO ADMINISTER THE POLICY ON A REGULAR AND CONSISTENT BASIS. PATIENT BUSINESS SERVICE REPRESENTATIVES ARE HELD ACCOUNTABLE TO TREAT ALL PATIENTS WITH COURTESY, RESPECT, CONFIDENTIALITY AND CULTURAL SENSITIVITY. THE CREDIT AND COLLECTION POLICY IS ADMINISTERED IN CONJUNCTION WITH THE PROCEDURES OUTLINED IN INTERNAL ADMINISTRATIVE POLICIES. THE SENIOR VICE PRESIDENT AND VICE PRESIDENT OF FINANCE HAVE OVERALL RESPONSIBILITY FOR THE CREDIT AND COLLECTION ACTIVITIES OF THE HOSPITAL. THE BUSINESS OFFICE MANAGEMENT STAFF IS RESPONSIBLE FOR THE DAY-TO-DAY ENFORCEMENT OF APPROVED POLICIES AND PROCEDURES. ST. LUKE'S UNIVERSITY HEALTH NETWORK MAY OFFER EXTENDED PAYMENT PLANS TO PATIENTS WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR HOSPITAL BILLS. EMERGENCY & MEDICALLY NECESSARY SERVICES ---------------------------------------- ST. LUKE'S UNIVERSITY HEALTH NETWORK DOES NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE. THE ORGANIZATION WILL NEVER DEMAND THAT AN EMERGENCY DEPARTMENT PATIENT PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS. ADDITIONALLY, ST. LUKE'S DOES NOT PERMIT DEBT COLLECTION ACTIVITIES IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NONDISCRIMINATORY BASIS. ALL MEDICALLY NECESSARY HOSPITAL SERVICES ARE PROVIDED WITHOUT CONSIDERATION OF ABILITY TO PAY AND ARE NOT DELAYED PENDING APPLICATION OR APPROVAL OF MEDICAL ASSISTANCE OR THE ST. LUKE'S FINANCIAL ASSISTANCE PROGRAM. ADVANCE PAYMENT IS NOT REQUIRED FOR ANY MEDICALLY NECESSARY SERVICES. COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(6) ------------------------------------------------------- ST. LUKE'S UNIVERSITY HEALTH NETWORK DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(R)(6) PRIOR TO THE EXPIRATION OF THE NOTIFICATION PERIOD. THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD OR GREATER, WHICH BEGINS ON THE DATE OF THE 1ST POST-DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS ARE INITIATED AGAINST THE PATIENT. SUBSEQUENT TO THE NOTIFICATION PERIOD ST. LUKE'S UNIVERSITY HEALTH NETWORK, OR ANY THIRD PARTIES ACTING ON ITS BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF THE FINANCIAL ASSISTANCE ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. ST. LUKE'S UNIVERSITY HEALTH NETWORK MAY AUTHORIZE THIRD PARTIES TO REPORT ADVERSE INFORMATION ABOUT THE INDIVIDUAL TO CONSUMER CREDIT REPORTING AGENCIES OR CREDIT BUREAUS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. THE ORGANIZATION ENSURES REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE FINANCIAL ASSISTANCE POLICY AND ENSURES THE FOLLOWING ACTIONS ARE TAKEN AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT IS PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS - IDENTIFIES THE ECA(S) THAT ST. LUKE'S UNIVERSITY HEALTH NETWORK INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT IS PROVIDED WITH A COPY OF THE PLAIN LANGUAGE SUMMARY; AND 3) REASONABLE EFFORTS ARE MADE TO ORALLY NOTIFY THE PATIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. ST. LUKE'S UNIVERSITY HEALTH NETWORK ACCEPTS AND PROCESSES ALL APPLICATIONS FOR FINANCIAL ASSISTANCE SUBMITTED DURING THE APPLICATION PERIOD. THE APPLICATION PERIOD BEGINS ON THE DATE THE CARE IS PROVIDED AND ENDS ON THE 240TH DAY AFTER THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. 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. THE DEPARTMENT IS LED BY VICE PRESIDENT RAJIKA E. REED, PHD, MPH, MED. WHO HAS OVER 20 YEARS OF EXPERIENCE IN PUBLIC 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 DATA AND OUTCOMES FROM ITS COMPREHENSIVE COMMUNITY BASED PROGRAMMING INITIATIVES AND FROM ESTABLISHED COLLABORATIVE PARTNERSHIPS. IN 1996, WITH THE FULL APPROVAL AND SUPPORT OF THE BOARD OF TRUSTEES, ST. LUKE'S COMMUNITY HEALTH DEPARTMENT ASSUMED A LEADERSHIP ROLE IN CREATING A HEALTH IMPROVEMENT PARTNERSHIP WITH KEY AGENCIES AND ORGANIZATIONS IN THE GREATER BETHLEHEM AREA. THE BETHLEHEM PARTNERSHIP FOR A HEALTHY COMMUNITY WAS FORMED, CONSISTING OF OVER 60 REPRESENTATIVES FROM HEALTHCARE, BUSINESS, COMMUNITY, EDUCATION AND SERVICE ORGANIZATIONS. THIS GROUP COLLECTIVELY DEVELOPED PROGRAMS TO MEET THE IDENTIFIED NEEDS OF ECONOMICALLY DISADVANTAGED FAMILIES, ESPECIALLY CHILDREN, IN BETHLEHEM AND THROUGHOUT THE LEHIGH VALLEY BY CONDUCTING FORMALIZED COMMUNITY ASSESSMENTS ON A REGULAR BASIS. THIS PROCESS ALLOWED ST. LUKE'S TO IDENTIFY THE MOST PREVAILING HEALTH CARE NEEDS OF RESIDENTS AND BASE PROGRAM DEVELOPMENT AND DELIVERY ACCORDING TO THESE NEEDS. IN THE LAST SEVEN YEARS, THE BETHLEHEM PARTNERSHIP HAS TRANSFORMED INTO AN EVIDENCED BASED MODEL. THIS COMPREHENSIVE APPROACH MAINTAINED THE MOST SUCCESSFUL AND OUTCOMES-DRIVEN WORK WITHIN THE ALLENTOWN AND BETHLEHEM SCHOOL DISTRICTS, WHILE CREATING A MODEL OF SERVICE THAT COULD BE IMPLEMENTED IN OTHER URBAN AND RURAL SCHOOL DISTRICTS WITH MINOR ACCOMMODATIONS. THIS ALLOWED US TO BETTER ADDRESS THE NEEDS OF OUR EXPANDING SERVICE AREAS AS OUR ORGANIZATION GREW FROM A ONE CAMPUS COMMUNITY HOSPITAL TO AN 14-CAMPUS HOSPITAL NETWORK. WE NOW SPEARHEAD A NATIONAL MODEL OF COLLABORATION WITH 200+ PARTNERS REPRESENTING LOCAL BUSINESSES, GOVERNMENT, EDUCATIONAL, SOCIAL SERVICE AND COMMUNITY ORGANIZATIONS. A NUMBER OF OUR CHNA DETERMINED HEALTH PRIORITIES ARE ADDRESSED USING THE EVIDENCE BASED COMMUNITY SCHOOLS AND COMMUNITY HEALTH WORKER MODELS TO FOCUSED ON MEDICAL, DENTAL, VISION, MENTAL HEALTH, AND INSURANCE WHILE PROMOTING HEALTHY LIVING INITIATIVES, LITERACY AND LEADERSHIP TO IMPROVE THE HEALTH AND EDUCATIONAL OUTCOMES OF OUR COMMUNITY. SCHOOL DISTRICTS ARE THE HUB TO CULTIVATE THE PHYSICAL AND MENTAL WELL-BEING OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH COLLABORATIVE PARTNERSHIPS, USING EVIDENCE-BASED PROGRAMS, TO CONNECT FAMILIES TO HEALTH SERVICES. THE MISSION IS TO CREATE PATHWAYS FOR EQUITY TOWARD MEASURABLE HEALTH OUTCOMES THROUGH ADVOCACY, ACCESS, AND NAVIGATION OF RESOURCES FOR PARTNERS AND UNDERSERVED COMMUNITIES. THE VISION IS FOR EVERYONE IN OUR COMMUNITY TO HAVE ACCESS TO EXCEPTIONAL HEALTHCARE BUILT ON A FOUNDATION OF TRUST AND COMPASSION. BASED ON THE IDENTIFIED NEEDS AND PRIORITIES, EACH HOSPITAL CAMPUS DEVELOPS PLANS AND PROGRAMS TO IMPROVE THE HEALTH OF THOSE IN THE COMMUNITIES. THROUGH OUR PARTNERSHIP EFFORTS AND INITIATIVES, WE PROVIDE MOBILE YOUTH HEALTH SERVICES (CONNECTING STUDENTS TO MEDICAL, DENTAL & VISION VANS, INSURANCE, PHYSICAL, BEHAVIORAL, AND MENTAL HEALTH ASSESSMENTS AND SERVICES), HEALTHY LIVING INITIATIVES (GET YOUR TAIL ON THE TRAIL AND NUTRITION PROGRAMS), LITERACY PROGRAMS (READ ACROSS AMERICA, REACH OUT AND READ, AND LITTLE FREE LIBRARIES), AND YOUTH DEVELOPMENT (ADOLESCENT CAREER MENTORING). OUR INITIATIVES ARE CONTINUALLY ASSESSED AND EVALUATED TO PROVIDE MEASURABLE AND EFFECTIVE HEALTH OUTCOMES. LOCAL SCHOOL COORDINATORS AND COMMUNITY LEADERSHIP COMMITTEES ASSESS, EVALUATE AND GUIDE THE INITIATIVES THAT FEED INTO THE COMPREHENSIVE MODEL USING EVIDENCE-BASED PROGRAMS/SERVICES. SCHEDULE H, PART VI; QUESTION 3 ST. LUKE'S UNIVERSITY HEALTH NETWORK IS COMMITTED TO PROVIDING THE HIGHEST QUALITY HEALTHCARE SERVICES TO OUR COMMUNITY. ST. LUKE'S UNIVERSITY HEALTH NETWORK IS COMMITTED TO A SERVICE EXCELLENCE PHILOSOPHY THAT STRIVES TO MEET OR EXCEED PATIENT EXPECTATIONS. ALL PATIENTS WILL RECEIVE A UNIFORM STANDARD OF CARE THROUGHOUT ALL ST. LUKE'S FACILITIES, REGARDLESS OF SOCIAL, CULTURAL, FINANCIAL, RELIGIOUS, RACIAL, GENDER OR SEXUAL ORIENTATION FACTORS. ST. LUKE'S UNIVERSITY HEALTH NETWORK STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE ESSENTIAL EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES REGARDLESS OF THEIR ABILITY TO PAY. ST. LUKE'S UNIVERSITY HEALTH NETWORK IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTHCARE NEEDS AND ARE UNINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. ALL PERSONS WHO PRESENT THEMSELVES FOR EMERGENCY OR OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES ARE ADMITTED AND TREATED; THEY ARE REGISTERED AS PATIENTS OF THE HOSPITAL AND RECEIVE ANY NECESSARY SERVICES AS PRESCRIBED BY THE PATIENT'S PHYSICIAN. A PROSPECTIVE PATIENT OF ST. LUKE'S UNIVERSITY HEALTH NETWORK IS NEVER DENIED NECESSARY HEALTHCARE ERVICES ON THE BASIS OF THEIR ABILITY TO PAY. ST. LUKE'S UNIVERSITY HEALTH NETWORK DOES ITS BEST TO EDUCATE AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. FOR THE BENEFIT OF THE PATIENTS, THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE ALL AVAILABLE ON-LINE. ADDITIONALLY, PAPER COPIES ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE WITHIN THE HOSPITAL FACILITY REGISTRATION AREAS. THESE INCLUDE EMERGENCY ROOMS, ADMITTING AND REGISTRATION DEPARTMENTS, HOSPITAL BASED CLINICS AND PATIENT FINANCIAL SERVICES. THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTES THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE NETWORK'S PRIMARY SERVICE AREA. SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC HOSPITAL LOCATIONS INCLUDING THE EMERGENCY DEPARTMENT, ADMISSIONS DEPARTMENT AND REGISTRATION DEPARTMENT THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THROUGH ITS COMMUNICATION DEPARTMENT, ST. LUKE'S UNIVERSITY HEALTH NETWORK ALSO MAKES REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE REFERRALS CAN BE MADE BY A MEMBER OF THE HOSPITAL STAFF OR MEDICAL STAFF, INCLUDING PHYSICIANS, NURSES, FINANCIAL COUNSELORS, SOCIAL WORKERS, CASE MANAGERS, CHAPLAINS AND RELIGIOUS SPONSORS. ALL PATIENTS ARE OFFERED A COPY OF THE PLAIN LANGUAGE SUMMARY AS PART OF THE INTAKE OR DISCHARGE PROCESS. ADDITIONALLY, FINANCIAL COUNSELORS AND CUSTOMER SERVICE REPRESENTATIVES ARE AVAILABLE TO ASSIST PATIENTS WITH QUESTIONS CONCERNING CHARGES, PAYMENTS OR ANY OTHER CONCERNS. SCHEDULE H, PART VI, QUESTION 4 THE ST. LUKE'S QUAKERTOWN AND ST. LUKE'S UPPER BUCKS CAMPUS' SERVE THE GREATER LEHIGH VALLEY REGIONS IN SOUTHEASTERN PENNSYLVANIA. ALTHOUGH LOCATED IN BUCKS COUNTY, THESE HOSPITALS MOSTLY SERVES THE NORTHERN PART OF THE COUNTY IN THE QUAKERTOWN REGION. QUAKERTOWN IS UNIQUELY SITUATED ON THE BORDER OF BOTH THE DELAWARE VALLEY AND THE LEHIGH VALLEY. WE DEFINED OUR SERVICE AREA BY DETERMINING THE TOP PATIENT ZIP CODES OF OUR RESIDENTS WHO RECEIVE SERVICES FROM ST. LUKE'S QUAKERTOWN AND UPPER BUCKS AMPUSES. WE DEFINED THE TOP ZIP CODES AS THOSE THAT MAKE UP 80% OF THE POPULATION SERVED BY THIS HOSPITAL. THERE ARE FOUR MAJOR HIGHWAYS THAT FEED INTO THE QUAKERTOWN AREA, MAKING TRAVEL TO OTHER AREAS VERY ACCESSIBLE. THESE HOSPITALS WORK TIRELESSLY TO PROVIDE PATIENTS WITH SUPERIOR CARE. THE ORGANIZATION IS HIGHLY SUPPORTIVE OF THE SURROUNDING COMMUNITY, EXEMPLIFIED THROUGH THE ADDITION OF NEW SERVICES AND THE CREATION OF JOBS IN THE REGION. THE FOLLOWING INFORMATION REGARDING THE COMMUNITY DEMOGRAPHICS IS INCLUDED IN THE ORGANIZATION'S CHNA. GEOGRAPHIC DESCRIPTION OF MEDICAL SERVICE AREA & COMMUNITY SERVED ================================================================= FOR THE PURPOSES OF THE CHNA, WE DEFINE THE TOP ZIP CODES AS THOSE THAT ACCOUNT FOR 80% OF THE POPULATION SERVED BY THE QUAKERTOWN AND UPPER BUCKS CAMPUSES (I.E., SERVICE AREA). IN THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA, 50% OF THE PATIENTS RESIDE IN 18951 (QUAKERTOWN), 18073 (PENNSBURG), AND 18036 (COOPERSBURG). THESE ZIP CODES REMAIN THE SAME AS THE PREVIOUS 2019 CHNA. THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA SERVES PATIENTS PRIMARILY FROM BUCKS COUNTY, MONTGOMERY COUNTY, AND LEHIGH COUNTY; HOWEVER, THE QUAKERTOWN CAMPUS AND UPPER BUCKS CAMPUS ARE BOTH LOCATED IN BUCKS COUNTY. BUCKS COUNTY WILL BE PRIMARILY USED AS A SECONDARY DATA REFERENCE WITH MONTGOMERY COUNTY SUPPLEMENTED AS NEEDED. DUE TO THE CONSTRAINTS OF SECONDARY DATA, BUCKS COUNTY DATA WILL INCLUDE THE ENTIRE COUNTY WITHOUT SPECIFIC FOCUS ON UPPER BUCKS. PLEASE REFER TO THE ALLENTOWN, SACRED HEART, AND STAR COMMUNITY HEALTH CHNA FOR LEHIGH COUNTY DATA. A TOTAL OF 205,680 PEOPLE LIVE IN THE 398.11 SQUARE MILE AREA. THE POPULATION DENSITY FOR THIS AREA IS ESTIMATED AT 516.64 PERSONS PER SQUARE MILE, COMPARED TO 285.89 PERSONS PER SQUARE MILE IN PENNSYLVANIA AND 91.93 PERSONS PER SQUARE MILE NATIONALLY. ACCORDING TO THE 2010 DECENNIAL CENSUS, 73.9% OF THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA LIVES IN AN URBAN SETTING AND 26.1% OF THE SERVICE AREA LIVE IN A RURAL SETTING. URBAN AREAS ARE DEFINED BY POPULATION DENSITY, COUNT, SIZE THRESHOLDS AND THE AMOUNT OF IMPERVIOUS SURFACE OR DEVELOPMENT (I.E., AREAS IMPERVIOUS TO WATER SEEPING INTO THE GROUND, CONCRETE-HEAVY AREAS). RURAL AREAS ARE ALL OTHER AREAS NOT DEFINED AS URBAN. THE PENNSYLVANIA PERCENTAGES FOR URBAN AND RURAL LIVING ARE 78.7% AND 21.3%, RESPECTIVELY. THE UNITED STATES URBAN AND RURAL PERCENTAGES ARE 80.9% AND 19.1%, RESPECTIVELY. GENDER ====== ACCORDING TO 5-YEAR ESTIMATES BY THE ACS, 50.6% OF PEOPLE IDENTIFIED AS FEMALE AND 49.4% IDENTIFIED AS MALE IN THE ST. LUKE'S QUAKERTOWN AND UPPER BUCKS SERVICE AREA. THIS IS SIMILAR TO THE NATIONAL AVERAGE, 50.8% AND 49.2%, RESPECTIVELY. IN BUCKS COUNTY, 50.9% OF PEOPLE IDENTIFY AS FEMALE AND 49.1% AS MALE. IN MONTGOMERY COUNTY, 51.4% OF PEOPLE IDENTIFY AS FEMALE AND 48.6% AS MALE. WHEN ASKED ABOUT SEX ASSIGNED AT BIRTH, 66% OF QUAKERTOWN AND UPPER BUCKS SERVICE AREA CHNA SURVEY RESPONDENTS INDICATED FEMALE AND 34% INDICATED MALE. AGE === THE ACS REPORTS 21% OF THE SERVICE AREA POPULATION ARE PEOPLE UNDER 18 YEARS OLD AND 16.8% ARE 65 YEARS AND OLDER (FIGURE 4). COMBINED, THESE GROUPS ACCOUNT FOR 37.8% OF THE SERVICE AREA POPULATION, LEAVING 62.2% BETWEEN THE AGES OF 18 AND 64. IN BUCKS COUNTY, 20.6% OF PEOPLE ARE UNDER 18 YEARS OLD AND 18.1% ARE 65 YEARS AND OLDER, LEAVING 61.3% BETWEEN THE AGES OF 18 AND 64. IN MONTGOMERY COUNTY, 21.7% ARE UNDER 18 YEARS OLD, WITH 17.4% 65 YEARS AND OLDER, LEAVING 60.9% BETWEEN THE AGES OF 18 AND 64. THE MAJORITY OF QUAKERTOWN AND UPPER BUCKS SERVICE AREA SURVEY RESPONDENTS WERE 55 YEARS AND ABOVE; 38% 65 YEARS AND OLDER AND 21% AGES 55 TO 64. ONLY 17% WERE AGES 45 TO 55, 16% AGES 35 TO 44, 6% AGES 25 TO 34, AND 2% AGES 18-24. THE SURVEY WAS ADMINISTERED TO PEOPLE 18 YEARS AND OLDER, THEREFORE, YOUNGER AGES ARE NOT REPRESENTED IN SURVEY RESULTS. THE MEDIAN AGE OF RESPONDENTS WAS 59 YEARS OLD. RACE ==== THE ACS REPORTS THAT 90.2% OF THE SERVICE AREA IDENTIFIES AS WHITE, FOLLOWED BY OTHER RACE (4.2%), BLACK (2.6%), AND ASIAN (2.6%). DATA FOR INDIVIDUALS IDENTIFYING AS NATIVE HAWAIIAN/PACIFIC ISLANDER, NATIVE AMERICAN/ALASKA NATIVE, AND MULTIPLE RACES WERE COMBINED WITH OTHER RACE DUE TO SMALL SAMPLE SIZES. IN BUCKS COUNTY, 87.6% OF PEOPLE IDENTIFY AS WHITE, FOLLOWED BY ASIAN (4.8%), BLACK (4%), AND OTHER RACE (3.5%). IN MONTGOMERY COUNTY, 79.1% OF PEOPLE IDENTIFY AS WHITE, FOLLOWED BY BLACK (9.2%), OTHER RACE (4.6%), AND ASIAN (2.6%). THE MAJORITY OF QUAKERTOWN AND UPPER BUCKS SERVICE AREA CHNA SURVEY RESPONDENTS IDENTIFIED AS WHITE, 92%, FOLLOWED BY OTHER RACE (5%), ASIAN (2%), AND BLACK (1%). ETHNICITY ========= THE ACS DATA INDICATES THAT 91.6% OF THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA IDENTIFIES AS NON-HISPANIC AND 8.4% IDENTIFIES AS HISPANIC. THE POPULATION IN PENNSYLVANIA IS 92.7% NON-HISPANIC AND 7.3% HISPANIC; THE UNITED STATES POPULATION IS 82% AND 18%, RESPECTIVELY. IN BUCKS OUNTY, 94.7% OF PEOPLE IDENTIFY AS NON-HISPANIC AND 5.3% AS HISPANIC. IN MONTGOMERY COUNTY, 94.9% OF PEOPLE IDENTIFY AS NON-HISPANIC AND 5.1% AS HISPANIC. WHEN ASKED ABOUT ETHNICITY, 97% OF SURVEY RESPONDENTS FROM THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA IDENTIFY AS NON-HISPANIC, WHILE 3% OF RESPONDENTS IDENTIFY AS HISPANIC. POVERTY ======= THE 2021 FEDERAL POVERTY LEVEL (FPL) POVERTY GUIDELINE IS MEASURED AT $12,880 A YEAR FOR ONE PERSON AND $26,500 FOR A FAMILY OF FOUR. IF ONE PERSON IS 200% OF THE FEDERAL POVERTY LEVEL, THEY MAKE UP TO $25,760; IF A FAMILY OF FOUR IS 200% OF THE FEDERAL POVERTY LEVEL, THEY MAKE UP TO $53,000. THIS IS IMPORTANT BECAUSE SOME GOVERNMENT ASSISTANCE PROGRAMS USE THIS PERCENTAGE TO DETERMINE THE QUALIFICATIONS FOR RECEIVING THE BENEFIT. FOR EXAMPLE, THE AFFORDABLE CARE ACT PROVIDES INSURANCE SUBSIDIES FOR HOUSEHOLDS BETWEEN 100% AND 400% OF THE POVERTY LEVEL. THE ACS (2019) REPORTS THAT 19.2% OF THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA LIVE 200% BELOW THE FPL, WELL BELOW BOTH PENNSYLVANIA (28.3%) AND THE UNITED STATES (30.9%); 18015 IS THE ZIP CODE MOST AFFECTED BY POVERTY. THE ACS ALSO REPORTS THAT THE MEDIAN HOUSEHOLD INCOME IN BUCKS COUNTY IS $89,139 AND THE MEDIAN HOUSEHOLD INCOME IN MONTGOMERY COUNTY IS $91,546, WHICH ARE BOTH WELL ABOVE THE MEDIAN HOUSEHOLD INCOME IN PENNSYLVANIA ($61,744) AND THE UNITED STATES ($62,843). THE MAJORITY OF CHNA SURVEY RESPONDENTS SURVEYED IN THE QUAKERTOWN AND UPPER BUCKS SERVICE AREA HAVE A HOUSEHOLD INCOME OF $60,000 AND ABOVE (62%), 11% OF RESPONDENTS HAVE A HOUSEHOLD INCOME OF $24,999 AND BELOW, AND 27% HAVE A HOUSEHOLD INCOME BETWEEN $25,000 AND $59,999. QUAKERTOWN AND UPPER BUCKS HAS THE GREATEST AMOUNT OF CHNA SURVEY RESPONDENTS WITH A HOUSEHOLD INCOME $100,000 AND ABOVE ALONG WITH THE LEAST AMOUNT OF RESPONDENTS WHOSE HOUSEHOLD INCOME IS LESS THAN $14,999. WHILE WE CANNOT DETERMINE HOW MANY PEOPLE LIVE BELOW THE FPL BASED ON HOUSEHOLD SIZE, THESE SURVEY RESULTS DO REVEAL THAT THERE IS A NEED WITHIN THE COMMUNITY FOR FOOD PANTRIES, FEDERALLY QUALIFIED HEALTH CENTERS, GOVERNMENT ASSISTANCE, RENT ASSISTANCE, AND MORE TO SUPPLEMENT INCOME FOR THOSE IN NEED. SCHEDULE H, PART VI; QUESTION 5 THE ENTIRE ST. LUKE'S UNIVERSITY HEALTH NETWORK PROMOTES THE HEALTH OF THE COMMUNITY ON A DAILY BASIS THROUGHOUT THE YEAR. THE NETWORK COORDINATES AND OFFERS NUMEROUS COMMUNITY BENEFIT PROGRAMS, OUTCOMES BASED INITIATIVES AND SUPPORT GROUPS TO THE COMMUNITY, WITH A SPECIAL EMPHASIS ON OUR VULNERABLE POPULATIONS. 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: ST. LUKE'S HEALTH NETWORK, INC. ------------------------------- ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT OF 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 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 EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE NETWORK'S ACTIVE HOSPITALS INCLUDE: ST. LUKE'S ALLENTOWN CAMPUS, ST. LUKE'S ANDERSON CAMPUS, ST. LUKE'S BETHLEHEM CAMPUS, ST. LUKE'S CARBON CAMPUS, ST. LUKE'S EASTON CAMPUS, ST. LUKE'S LEHIGHTON CAMPUS, ST. LUKE'S MINERS CAMPUS, ST. LUKE'S MONROE CAMPUS, ST. LUKE'S SACRED HEART CAMPUS, ST. LUKE'S UPPER BUCKS CAMPUS AND ST. LUKE'S WARREN CAMPUS. EACH OF THESE HOSPITALS OPERATE CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN INTERNAL REVENUE SERVICE ("IRS") REVENUE RULING 69-545: 1) PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3) MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL RESTS WITH ITS BOARD OF TRUSTEES AND THE BOARD OF TRUSTEES OF ST. LUKE'S HEALTH NETWORK, INC. BOTH BOARDS ARE COMPRISED OF A MAJORITY OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ---------------------------------------------- ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA IS COMPRISED OF FOUR ACUTE CARE NON-PROFIT HOSPITAL CAMPUSES: (1) ST. LUKE'S ALLENTOWN CAMPUS LOCATED IN ALLENTOWN, PENNSYLVANIA; (2) ST. LUKE'S BETHLEHEM CAMPUS LOCATED IN BETHLEHEM CAMPUS LOCATED IN BETHLEHEM, PENNSYLVANIA; (3) ST. LUKE'S SACRED HEART CAMPUS LOCATED IN ALLENTOWN, PENNSYLVANIA; AND (4) ST. LUKE'S LEHIGHTON CAMPUS LOCATED IN LEHIGHTON, PENNSYLVANIA. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S AIRMED, LLC ---------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS CURRENTLY INACTIVE. ST. LUKE'S HOMESTAR SERVICES, LLC --------------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THE ORGANIZATION SUPPORTS THE HEALTH CARE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE 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. THIS ORGANIZATION ENGAGES IN HEALTHCARE SERVICES WHICH ARE HIGH QUALITY AND COST EFFECTIVE FOR THE BENEFIT OF THE COMMUNITY AND IN SUPPORT OF THE CHARITABLE PURPOSES OF THE HEALTH CARE SYSTEM. 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 IS CURRENTLY INACTIVE. EVANTAGE HEALTH, LLC -------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS CURRENTLY INACTIVE. ST. LUKE'S CARE, LLC -------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THE ORGANIZATION SUPPORTS THE HEALTH CARE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE 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. THIS ORGANIZATION ENGAGES IN HEALTHCARE SERVICES WHICH ARE HIGH QUALITY AND COST EFFECTIVE FOR THE BENEFIT OF THE COMMUNITY AND IN SUPPORT OF THE CHARITABLE PURPOSES OF THE HEALTH CARE SYSTEM. ST. LUKE'S SHARED SAVINGS PLAN, LLC ----------------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THIS ENTITY IS LOCATED IN ALLENTOWN PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. QUALITY PATIENT CARE, LLC ------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. MAHONING SELF STORAGE, LLC -------------------------- A LIMITED LIABILITY COMPANY DISREGARDED FOR FEDERAL INCOME TAX PURPOSES OWNED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. THE ORGANIZATION SUPPORTS THE HEALTH CARE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE 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. ST. LUKE'S HOSPITAL ANDERSON CAMPUS ----------------------------------- ST. LUKE'S HOSPITAL ANDERSON CAMPUS IS AN ACUTE CARE NON-PROFIT HOSPITAL LOCATED IN EASTON, PENNSYLVANIA. ST. LUKE'S HOSPITAL ANDERSON CAMPUS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL ANDERSON CAMPUS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S HOSPITAL - CARBON CAMPUS ----------------------------------- ST. LUKE'S HOSPITAL - CARBON CAMPUS IS AN ACUTE CARE NON-PROFIT HOSPITAL RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, SACRED HEART HOSPITAL OF ALLENTOWN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ST. LUKE'S HOSPITAL - EASTON CAMPUS ----------------------------------- ST. LUKE'S HOSPITAL - EASTON CAMPUS IS AN ACUTE CARE NON-PROFIT HOSPITAL LOCATED IN EASTON, PENNSYLVANIA. ST. LUKE'S HOSPITAL - EASTON CAMPUS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, SACRED HEART HOSPITAL OF ALLENTOWN 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 AN ACUTE CARE NON-PROFIT HOSPITAL LOCATED IN STROUDSBURG, PENNSYLVANIA. ST. LUKE'S HOSPITAL MONROE CAMPUS IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL MONROE CAMPUS OPERATES CONSISTENTLY WITH 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. true BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP INC 41 UNIVERSITY dr STE 300 NEWTOwN PA 18940 232862339 501(C)(3) 15000 PROGRAM SUPPORT BOROUGH OF QUAKERTOWN 35 N THIRD STREET QUAKERTOWN PA 19851 236003005 GOVT 10000 PROGRAM SUPPORT UPPER BUCKS CHAMBER OF COMMERCE 21 N MAIN STREET QUAKERTOWN PA 18951 231927393 501(C)(6) 10000 PROGRAM SUPPORT UPPER BUCKS ROAD WORK 2100 KRAMMES ROAD QUAKERTOWN PA 18951 236000427 GOVT 836177 PROGRAM SUPPORT UPPER PERKIOMEN VALLEY CHAMBER OF COMMERCE 300 MAIN STREET EAST GREENVILLE PA 18041 236427873 501(c)(6) 7800 PROGRAM SUPPORT 3 2 SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE NETWORK'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X X X X X false true false false false true true true false Nicole D Yoder DO VP Medical Affairs 0 466916 0 99647 0 9966 0 23100 0 40183 0 639812 0 0 Dennis D Pfleiger Jr Trustee - President SLQH/SLUB 0 307479 0 130746 0 690 0 13200 0 35510 0 487625 0 0 Alex M Page DO Trustee 0 176193 0 163460 0 236 0 18150 0 32616 0 390655 0 0 Brent Bernstein DPM Trustee (Term 1/25/24) 0 273973 0 54024 0 1140 0 8200 0 238 0 337575 0 0 Leah Heather Rizzo VP Patient Care Services 0 197715 0 40287 0 450 0 6175 0 36768 0 281395 0 0 Kathy P Ramson Former Key Employee 0 133895 0 18133 0 673 0 10822 0 9641 0 173164 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2. 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 TRUSTEES. 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 TRUSTEES 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, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2023 FORM W-2. NONTAXABLE BENEFITS ------------------- NONTAXABLE BENEFITS REPRESENTS HEALTH AND WELFARE BENEFITS RECEIVED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2023 FORM W-2. COMPENSATION REPORTED ON PRIOR 990 ---------------------------------- TOTAL COMPENSATION REPORTED ON PRIOR FORMS 990 REPRESENTS 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. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, COLUMN C - RETIREMENT AND OTHER DEFERRED COMPENSATION. SCHEDULE J, PART I; QUESTIONS 6A 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, 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 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 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. CORE FORM, PAGE 1, BOX C PLEASE NOTE, IN ADDITION TO THE D/B/A INCLUDED ON PAGE 1 OF THIS FORM 990, THIS ORGANIZATION ALSO FILED THE FOLLOWING FICTITIOUS NAME WITH THE COMMONWEALTH OF PENNSYLVANIA AND OPERATES UNDER THE FOLLOWING: ST. LUKE'S QUAKERTOWN CAMPUS. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS St. Luke's Quakertown Hospital comprises two St. Luke's University Health Network Campuses in Upper Bucks County, doing business as (d/b/a) St. Luke's Hospital - Quakertown Campus and St. Luke's Hospital - Upper Bucks Campus. Established in 1929, St. Luke's Upper Bucks Hospital was acquired by nationally recognized St. Luke's University Health Network (network) in 1995. The newly constructed St. Luke's Upper Bucks Campus opened in the fall of 2019. St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) provides services primarily to residents of Bucks, Montgomery and Lehigh counties. St. Luke's Upper Bucks Hospital annually provides care for more than 100,000 patients and is recognized by the Internal Revenue Service (IRS) as an internal revenue code section 501(c)(3) tax-exempt organization. St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) provides medically necessary health care services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. Moreover, St. Luke's Upper Bucks Hospital operates consistently with the following criteria outlined in the Internal Revenue ruling (IRS) ruling 69-545: 1) St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) provide medically necessary health care services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2) St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) operates an active emergency department, which is open 24 hours a day, seven days a week, 365 days per year, for all persons; 3) St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) maintains an open medical staff with privileges available to all qualified physicians; 4) Control of St. Luke's Quakertown Hospital rests with its Board of Trustees and the Board of Directors of St. Luke's University 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; 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 Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) as demonstrated through the factors outlined above and additional information contained herein, clearly demonstrate that the use and control of St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) is for the benefit of the public and that no part of the income or net earnings of the organization benefit any private individual, nor is any private interest being served other than incidentally. Mission ======= The mission of St. Luke's Quakertown Hospital (St. Luke's Quakertown and St. Luke's Upper Bucks Campuses) is to care for the sick and injured regardless of their ability to pay, improve our communities' overall health and educate our health care professionals. The mission will be accomplished by the following: - Making the patient our highest priority. - Promoting healthy lifestyles and continuously improving care provided to heal the sick and injured. - Coordinating and integrating services into a seamless, easily accessible system of care. - Improving the level of service provided throughout the network. - Ensuring all health care services are relevant to the needs of the community. - Striving to maximize the satisfaction of our patients, employees, medical staff and volunteers and - Training allied health professionals, nursing and medical students and residents and fellows and attracting them to practice within our network's service area. In FY 24, St. Luke's Quakertown Campus and St. Luke's Upper Bucks Campus combined had 7,990 observations and admissions, 26,201 emergency room (ER) visits and 144,589 total outpatient registrations. St. Luke's Upper Bucks accounted for 6,935 admissions and observations, 26,201 ER visits and 126,248 outpatient registrations. At St. Luke's Quakertown Campus, there were 1,055 admissions and observations, no ER visits and 18,341 outpatient registrations. St. Luke's Upper Bucks Campus ============================= St. Luke's Upper Bucks Campus is a Joint Commission-accredited, not-for-profit, acute care hospital in the Quakertown area, Bucks County, Pennsylvania. The 80-bed, 131,000 square foot facility offers spacious private rooms, critical care, surgical services, a large emergency room, four operating rooms, state-of-the-art Interventional Radiology Lab, diagnostic radiology and additional lab services. In FY 24, St. Luke's Upper Bucks Campus prepared for plans to double the size of its emergency room at the Upper Bucks Campus hospital in 2025. Ground will be broken in fall 2024 to expand the ER to meet the community's needs, where providers will be able to treat up to 40,000 patients per year when the project is completed. The new $8 million, 11,000 square-foot expansion will add 12 new patient treatment bays, bringing the total to 28, which will require the addition of 20 FTE (full-time equivalent) staff, including board-certified emergency medicine physicians, nurses and technicians. The expanded unit will be constructed behind and connect to, the existing ER, which is attached to the east side of the hospital. The new ER is being built with financial support from Vincent Randazzo, who contributed $50,000 for the pediatric area in the waiting room. In March 2023, the campus opened a three-story addition that more than doubled the size of the hospital. The $79 million project added more than 117,275 square-feet of space dedicated to state-of-the-art cancer care and the new Women & Babies Pavilion. There is also room for expansion. St. Luke's Upper Bucks instituted the Senior Meals program on September 11, 2023. The low-cost meal program allows people 65 and over to receive a meal at the Upper Bucks cafeteria Monday through Friday. The program has been very successful with a high of 40 meals distributed in one night. The program has been communicated through multiple social media platforms to the community. St. Luke's Summer Meals program was recognized by the USDA with a Gold-Level Turnip the Beet Award. (See more in the quality section). St. Luke's Quakertown Hospital ============================== Established in 1929, St. Luke's Upper Bucks Hospital was acquired by nationally recognized St. Luke's University Health Network (network) in 1995. St. Luke's Upper Bucks Hospital houses one of only two behavioral health units in Bucks County and the only one in Upper Bucks County. The behavioral health unit (BHU) provides effective psychiatric care in a safe and therapeutic environment for people with a wide variety of mental and behavioral health issues including anger management, anxiety disorders, bipolar disorder, depression, obsessive compulsive disorder (OCD), post-traumatic stress disorder (PTSD) and work/life balance. The unit meets the growing demand for behavioral health services while keeping patients near family, friends and support systems throughout their treatment. In FY 23, the unit was expanded to add 13 beds for a total of 32. This will help to meet the needs of the local community. The behavioral health unit (BHU) provides effective psychiatric care in a safe and therapeutic environment for people with a wide variety of mental and behavioral health issues including anger management, anxiety disorders, bipolar disorder, depression, obsessive compulsive disorder (OCD), post-traumatic stress disorder (PTSD) and work/life balance. The unit meets the growing demand for behavioral health services while keeping patients near family, friends and support systems throughout their treatment. In addition, the campus offers the following essential outpatient services: - Lab Services - Radiology - Infusion - Wound Care - Pulmonary Function Testing - Cardiopulmonary Rehabilitation - Davita Dialysis - Outpatient Nutrition Services - EEG/EMG - Sleep Center A medical office building at the campus remains. Specialty services provided by St. Luke's Upper Bucks Hospital, comprising hospital - Upper Bucks campus and St. Luke's Hospital - Quakertown Campus - Behavioral Health - Cardiology - Cardiac/Pulmonary Rehabilitation - Dialysis and Hemodialysis - Emergency Services - Endocrinology - In-Crisis Services - Infusion Services - Labor and Delivery - Nephrology - Neurology/Neurosurgery - Oncology/Hematology - Orthopedics CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - Obstetrics and Gynecology - Otolaryngology/ENT - Pain Management - Pulmonology - Radiology (Advanced) - Sleep Disorders - Sports Medicine, Physical and Occupational Therapy, Rehabilitation - Surgery (General and Laparoscopic) - Urgent Care - Urology - Vascular Services - Women's Health - Wound Management The hospital has significantly expanded medical expertise through the addition of the following services: - OB/GYN services, with the addition of the new St. Luke's Stoneridge practice there has been significant increase in the access to quality women's care - Orthopedic surgeons providing the most advanced diagnosis, treatment and rehabilitation for patients with musculoskeletal disorders and injuries - A highly trained cardiac vascular team including experienced and skilled cardiologists, vascular surgeons and interventional radiologists - Oncologists and a wide range of oncology specialists. St. Luke's Upper Bucks Campus offers outpatient visits and surgical capabilities with the region's foremost gynecologic oncologist - Increased the presence of neurology & pediatrics in the Upper Bucks market - Level IV Trauma Center In fall of 2020, the Board of Directors of the Pennsylvania Trauma Systems Foundation (PTSF) extended the St. Luke's Upper Bucks Campus' Adult Level IV Trauma Accreditation for four years, the maximum timeframe allowed. As a level IV trauma center, the specialty-trained providers at St. Luke's Upper Bucks provide initial evaluation, stabilization and diagnostic testing 24 hours a day, 7 days a week for people with severe injuries. Mild to moderately injured patients may remain at the St. Luke's Upper Bucks Campus, allowing them to receive care and to recover within their community and close to their families. Emergency department physicians and staff are well equipped and skilled to evaluate and treat trauma patients and rapidly transfer those patients requiring a higher level of care to St. Luke's Level I Trauma Center in nearby Bethlehem. St. Luke's Upper Bucks and St. Luke's Quakertown Campuses FY 24 Highlight ------------------------------------------------------------------------- The campuses hosted a community event, Harvest Fes, on Oc. 26, 2024 at the Upper Perkiomen Outpatient Center. More than 400 people attended the free event. St. Luke's offered free health screenings, shared information about their services and provided food, entertainment and activities. St. Luke's Quakertown and St. Luke's Upper Bucks campuses participated in the Bucks County Medication Take-Back days in April and October 2024. The Campus received notification from the Bucks County Drug and Alcohol Commission that the campus had the most medications recovered in Bucks County with approximately 80 lbs. of medications returned during the April collection. Campus-Specific Quality Recognition =================================== St. Luke's Upper Bucks Hospital, including St. Luke's Quakertown and St. Luke's Upper Bucks Campuses, was recognized by numerous rating organizations in FY 24. Lown Institute Recognizes St. Luke's Upper Bucks Campus: In June 2024, St. Luke's Upper Bucks Campus secured a prestigious ninth place of 2,784 acute care hospitals nationwide in the Lown Institute's annual ranking of socially responsible hospitals in the United States. St. Luke's Upper Bucks Campus distinguished itself among 2,784 acute care hospitals nationwide, standing out for its dedication to equity, value and patient outcomes. The Lown Institute, an esteemed independent think tank, evaluates hospitals across the country, identifying those that excel in these critical areas. CMS Hospital Compare Gives St. Luke's Upper Bucks Campus a 5-Star Quality Rating: In August 2024, the U.S. Centers for Medicare & Medicaid (CMS) granted St. Luke's Upper Bucks Campus, a five (out of five) quality rating. The CMS ratings are based on an examination of the quality of care at Medicare-certified hospitals across the country. The quality measures include safety and value of care, readmission, infection, complication rates, mortality, patient experience, effectiveness and timeliness of care and efficient use of medical imaging. Nationwide, an elite 8% of 4,658 eligible hospitals earned five stars. The Leapfrog Group Gives St. Luke's Upper Bucks Campus an A grade: In November 2024, the Leapfrog Group, a national nonprofit health care ratings organization awarded an 'A' grade to St. Luke's Upper Bucks Campus. The Safety Grade assigns letter grades of A, B, C, D and F twice annually - in the spring and fall - to hospitals nationwide based on their performance in preventing medical errors, infections and other harms. The Leapfrog Hospital Safety Grade is the only rating solely focused on a hospital's ability to protect patients from preventable errors, accidents, injuries and infections. Developed under the guidance of a panel of national experts, it uses 30 measures of publicly available hospital safety data to assign grades to nearly 3,000 U.S. hospitals. Nationwide, an elite 8% of 4,658 eligible hospitals earned five stars. USDA Honors St. Luke's Community Health with Gold-Level Turnip the Beet Award for Its Summer Meals Program for School children: In June 2024, the U.S. Department of Agriculture's Food and Nutrition Service (USDA FNS) awarded St. Luke's University Health Network's Department of Community Health the 2023 Gold-Level Turnip the Beet Award - the highest level possible - for its Summer Meals program, providing nutritious, high-quality meals to children in need in the Allentown and Quakertown school districts during the summer months. St. Luke's was one of only 140 summer programs to receive the Turnip the Beet Award in 2024, one of only two, and the only one in Pennsylvania, to receive the gold award. The St. Luke's Summer Meals program was recognized for demonstrating a commitment to serving fresh produce to families, which is provided by St. Luke's Rodale Institute Organic Farm. In addition to produce from the farm being used in their lunches, families also had the opportunity to take home bags of fresh produce, along with recipes and meal preparation ideas, through the St. Luke's Community Supported Agriculture (CSA) program. The St. Luke's Summer Meals program was launched in response to the Network's 2019 Community Health Needs Assessment (CHNA). According to Whitney Szmodis, PhD, St. Luke's Department of Community Health epidemiologist, there has been a 228% increase in meals served to children since the program started. Past awards include: - Leapfrog: The Leapfrog Group brought together publicly available data about hospital safety to calculate a hospital safety score which includes measures related to surgical complications, hospital associated conditions/infections, patient experience, intensive care unit (ICU) physician staffing, hand hygiene, surgical volumes, computerized physician order entry and safe practices. St. Luke's Quakertown Campus' letter grade for the fall 2021 reporting period was "a." - Joint Commission Primary Stroke Center Reaccreditation Survey: The Joint Commission was onsite September 2022. for the primary stroke center reaccreditation survey. The program was successfully reaccredited for two years. - Stroke - Get with the Guidelines: St. Luke's Quakertown Campus was awarded the 2022 Get with the Guidelines Stroke Gold Plus with Honor Roll Elite and Target Type 2 Diabetes Honor Roll. This award recognizes compliance with meeting stroke core measures and applying the most up-to-date evidence-based treatment guidelines to improve patient care and outcomes for the patients and community we serve. - Hospital Compare Star Ratings: St. Luke's Upper Bucks Hospital received a four out of five-star rating. The star ratings are comprised of quality measures including mortality, readmission, safety of care, patient experience, effectiveness and timeliness of care and efficient use of imaging. - Hernia Center of Excellence: St. Luke's Quakertown Campus was re-designated a Center of Excellence in Hernia Surgery (COEHS) by surgical review corporation in 2022. Emanuel Nogueira, MD and Andrew Brown, MD, also earned the Surgeon of Excellence in Hernia Surgery (SOEHS) designation in 2022. - Nursing Improving Care for Healthsystem Elders (NICHE): St. Luke's Upper Bucks Hospital and St. Luke's Quakertown Hospital are NICHE designated hospitals. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Community Outreach ================== During Fiscal Year 2024 (FY 24), St. Luke's University Health Network (SLUHN) continued efforts related to top priorities established through the 2022 Community Health Needs Assessment (CHNA). These priorities, outlined in the 2022-2025 Implementation Strategy, progress with initiative updates from FY 24 are detailed in the report. Our efforts to implement sustainable initiatives that focus on a wide range of health and quality of life outcomes are a result of data-driven strategies to promote overall health and wellbeing. While there are many issues facing our communities, the results from the 2022 CHNA found the top priorities for the St. Luke's Network to include: Access to Care (Connection to Care, Workforce Development, Transportation and Housing), Chronic Disease Prevention (Food Security, Nutrition Education and Promotion, Physical Activity Promotion), Mental and Behavioral Health (Access to Mental and Behavioral Health Services, Access to Opioid and other Substance Use Disorder Services, Access to Prevention, Treatment and Recovery). The needs outlined in our implementation strategy serve as a guide to support strategic initiatives through the pillars of Prevention and Wellness, Care Transformation and Research and Partnerships. Through collaborations with community and Network partners, we aim to promote a more equitable society with better health outcomes for all, with an emphasis on supporting the diverse needs of our most vulnerable populations. The needs related to the priority areas outlined in this document served as our guide in creating this Network Implementation Plan to best address the needs of populations within the SLUHN service areas. Results from the 2022 CHNA found access to care as the main barrier facing our community, particularly within the four main priority areas. The updates to the Fiscal Year 2022-2025 implementation strategy include removing the priority area of COVID-19. Given the end of the public health emergency and continued decline of the pandemic, COVID-19 was removed from the implementation strategy as a top priority for the Fiscal Year 2023 update as well as for Fiscal Year 2024. Continued monitoring of COVID-19 ensures that the Network is prepared to pivot and re-prioritize as necessary. St. Luke's University Health Network (SLUHN) conducts a Community Health Needs Assessment (CHNA) every three years as part of the Patient Protection and Affordable Care Act. Through our analysis of primary and secondary data, as well as the CHNA key informant interviews, forums and surveys with community members, we see significant issues facing our communities that impede healthy lifestyles. Our efforts in prevention, care transformation, research and partnerships help support our work to implement sustainable initiatives that focus on a wide range of health and quality of life outcomes. SLUHN supports a Department of Community Health that utilizes CHNA results to inform its strategic plan and catalyze initiatives that address priority needs for underserved communities. The Department's mission is to create pathways for equity toward measurable health outcomes through advocacy, access and navigation of resources for partners and underserved communities. The Department's vision is for everyone in our community to have access to exceptional healthcare built on a foundation of trust and compassion. Through collaborations with community and Network partners, the Department of Community Health aims to promote a more equitable society with better health outcomes, especially within the Network's most vulnerable populations. Community Health Liaisons and Community Health Workers (CHW) help to build trust to improve access to care, services and resources. Pathways have been established and strengthened to connect families to primary care, social services, food access, financial literacy, career mentoring and workforce development. SLUHN partners with local schools, civic organizations and provides community resources to improve the health of the residents of Bucks, Lehigh and Montgomery Counties and the surrounding area. Community Health Liaisons and Community Health Workers (CHW) build trust in the community to improve access to care, services and resources. Established pathways strengthen connections to primary care, social services, food access, financial literacy, career mentoring and workforce development. The overarching top priority that emerged from the results of the 2022 CHNA was access to care. This prioritizes access to primary care, mental health, dental care and other services, with an emphasis on promoting connections to care for underserved communities. Strategies to support vulnerable populations include a comprehensive approach in our urban and rural communities and school-based efforts in high-need schools and school districts. Schools serve as a community hub and provide sustainable access points to connect with students, families and the surrounding community. Based on the identified needs and priorities, each campus develops plans and sustainable initiatives to improve the health of the community. The St. Luke's Quakertown and Upper Bucks Campuses support the CHNA priority areas that are identified within the campus service area by collecting and analyzing data and incorporating community input. Based on the identified needs and priorities, each campus develops plans and programs to improve the health of the community. The Quakertown and Upper Bucks 2025 CHNA Community Forum was held on May 30, 2024, and engaged 16 external and 12 internal partners. Partner input and feedback was integrated into the strategy and response for implementing evidence-based community health initiatives. Partner input and feedback was integrated into the strategy and response for implementing evidence-based community health initiatives in the community. Overall, 2022 assessment results highlight three main priority focus areas for our community health initiatives that include improving access to care, preventing chronic disease and improving mental and behavioral health. Improving Access to Care ------------------------ Quakertown Community School District (QCSD) Partnership: Community Health and QCSD have a longstanding collaboration that connects students and their families to a medical home (i.e., primary care physician), vision, dental, behavioral health and other social services. These efforts have improved access to care and services to families in need. St. Luke's participates in school-based events, such as back to school and family nights, education sessions, literacy initiatives and club and sport activities (athletic trainers). St. Luke's provided Quakertown Elementary 1,000 books for their classrooms, library and reward book vending machine and Neidig Elementary was provided relaxation resources for both a student and employee Mindful Room. The Mindful Room was provided to address the need for stress reduction in a calm, safe environment. Upper Bucks Intermediate Unit Head Start: Community Health and Upper Bucks Intermediate Unit's Head Start, which is located within Neidig Elementary School, work together to provide literacy resources to students. St. Luke's provided Upper Bucks Intermediate Unit's Head Start with classroom books specifically for their students at a preschool reading level. Star Community Health: Star Community Health is a Federally Qualified Health Center Look-Alike (FQHCLA) affiliated with St. Luke's that provides care and wraparound services to uninsured and underinsured individuals and families at little or no out-of-pocket cost. The Star Community Health dental van provided services for Quakertown School District one day per month at either Quakertown or Neidig Elementary Schools during FY 24, with 92 patients receiving care, including 40 sealants and 24 restorations. Vision Vouchers: Vision plays a critical role in children's physical, cognitive and social development. In the classroom, vision is essential in ensuring that students receive accurate, important information from reading, writing and other academic tasks. Regular eye screenings can often be cost-prohibitive for families in need and St. Luke's organized a partnership between Quakertown Eye Associates and the Trumbauersville Lions Club, for a free eye exam (and glasses if needed) for students in QCSD. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Workforce Development and Career Mentoring ------------------------------------------ St. Luke's supports workforce development initiatives to promote education, experiential learning and skills-based training to prepare individuals for the workforce and help them gain employment that provides them with a livable wage. Medical Career Pathways Program (MCP) is a robust program with lectures and shadowing experiences within the network. MCP entered its ninth year, providing adolescent mentoring for high school students interested in a career in healthcare. During FY 24 there were 19 students participating from Quakertown, Palisades and Upper Perkiomen School Districts. Additional shadow and volunteer experiences were provided for the local school district students. Housing ------- St. Luke's remains actively involved in housing initiatives through partnership with several community organizations: Advocates for the Homeless of Upper Bucks (AHUB), Helping Upper Bucks Become Universally Better (HUBBUB) and Bucks County Health Improvement Partnership (BCHIP). Processes have been established for hospital discharges with direct connection to Bucks County Housing Link. Transportation -------------- St. Luke's transportation services, in collaboration with Lyft and Uber rideshares, ensures access to care by supporting rides to and from appointments. Transportation initiatives supported by SLUHN align with the primary goal of improving access to primary care for homeless and near homeless populations. By providing complimentary Lyft rides to and from appointments with primary care doctors and other specialists, this initiative allows patients to receive routine care in a timely manner, with the added goal of reducing the frequency and overuse of Emergency Department resources. More than $900,000 in Lyft and Uber rides were provided for services Network-wide. findhelp -------- St. Luke's partners with findhelp, a free self-navigating online platform (sluhn.findhelp.com). findhelp is a social care network established to provide a comprehensive platform for people to find social services in their communities and for nonprofit and other community-based organizations to coordinate their service delivery and support services. St. Luke's Information Technology, Quality, Case Management and Community Health work collaboratively, especially with Star Community Health, with more than 1,246 established (i.e., claimed) community-based partners in the communities we serve. findhelp allows community members to search for and connect to Social Determinants of Health (SDOH) support such as financial assistance, food pantries, medical care, transportation and more. This platform, as well as United Way's 211, are tools that Community Health liaisons use to assist our community members, patients and staff to connect to vital resources. Community Health continues to onboard priority partners to ensure accurate and up-to-date resources are available to our communities. Network-wide there were 30,227 searches during FY 24 with the top searches including food, housing and utilities. In the Quakertown and Upper Bucks service area, there were a total of 1,625 searches during FY 24 (Bucks County), with the top services including housing, goods (e.g., baby supplies) and health (e.g., parent education, counseling services). Preventing Chronic Disease -------------------------- Summer Meals Program: In partnership with Free Fall Action Sports and Quakertown Community School District, 4,042 meals for children and 962 meals for adults were served in Quakertown during the summer with weekly distribution of weekend bags and 55 Community Supported Agriculture (CSA) shares. The Open Link's Summer Meals Program for Upper Perkiomen School District was supported with 30 CSA shares. The program received funding from Penn Community Bank, the Drueding Foundation and support from the federal Summer Food Service Program administered by the Pennsylvania Department of Education. Add bucks award Smoking Cessation Program ------------------------- SLUHN's smoking cessation program provides services with certified tobacco treatment specialists, physicians, and/or advanced practitioners for individuals currently using tobacco and interested in quitting. During FY 24, 324 SLUHN patients received treatment for nicotine/tobacco, a 17% increase from FY 23. St. Luke's received a Comprehensive Center of Excellence accreditation from the Smoking Treatment Accreditation & Recognition (STAR) team, a program funded by the PA Department of Health and managed by the Health Promotion Council. STAR's mission is to facilitate the integration of tobacco dependence treatment into existing health care workflows and to recognize organizations whose smoking cessation services exceed exceptional standards. Both the Pulmonology and Surgical Optimization Clinic served Quakertown/Upper Bucks with virtual visits available. BCHIP held it's Quit Smoking class at the Quakertown Campus and virtually, providing free nicotine replacement therapy to participants. During FY 24, 51 SLUHN patients signed up and completed the program through BCHIP. Physical Activity ----------------- Quakertown was the recipient of a Walk Works Grant, supported through the Pennsylvania Department of Health and Pennsylvania Downtown Center. St. Luke's participates in meetings for the Active Transportation Plan and promotes activities such as the Get Your Tail on the Trail Program. Get Your Tail on the Trail is a free program created in 2013 by SLUHN and Delaware & Lehigh National Heritage Corridor. The program aims to help people of all ages and abilities to meet their personal fitness goals. Since program inception, there have been a total of 5,757,196 miles recorded. Network-wide, there were 2,382 active users that logged 712,995 miles during FY 24. Older Adult Meals: The Older Adult Meals Program was offered at the Upper Bucks Campus. Community members ages 65 and over are offered a daily dinner meal for $3.99. During FY 24, there were 5,230 meals served at the Upper Bucks cafeteria. This initiative addressed food security and loneliness for older adults. Employee Wellness ----------------- St. Luke's University Health Network recognizes that the health of its workforce is important and vital to the success of our organization. In order to support our employees and their spouses, the St. Luke's Employee Wellness Team provides evidence-based programming and health education to empower individuals to positively impact their health and reduce their risk of chronic health conditions through making healthy lifestyle choices. In alignment with the Network CHNA top priorities (i.e., Access to Care, Chronic Disease Prevention, Mental and Behavioral Health), Employee Wellness provides opportunities for employees and their spouses to focus on their physical, mental and social well-being, to help foster a high quality of life while managing the demands of their roles at work and home. During FY 24, the following programs and resources were provided to support employee wellness: Caring Starts with You Core (annual biometric and health risk assessment program), Community Supported Agriculture Program (CSA), health coaching, Plant Based Eating Class, Diabetes Prevention Program (DPP), tobacco cessation, Employee Fitness Incentive Program, massage therapy, Silver Cloud, Employee Assistance Program and Therapy Anywhere. The CSA program provided the opportunity to improve access to fresh, local produce. Through this initiative, 40 shares were donated in the Quakertown and Upper Bucks service area to local food pantries and non-profit organizations. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Improving Mental and Behavioral Health -------------------------------------- St. Luke's Substance Use Disorder (SUD) Response Warm Hand Off (WHO): WHO is an initiative to support the continuum of care for patients in need of multiple services and providers. It is a transfer of care between providers with the patient (and potentially family) present to ensure clear communication, transparency and helps to build relationships between patients and providers. St. Luke's collaborates with local community-based organizations and local county to support WHO efforts. In the Upper Bucks Hospital (Quakertown does not have an emergency department), a total of 187 WHO were conducted for alcohol, cannabis, cocaine, opioids and other stimulants during FY 24. Safe Medication Disposal Boxes: St. Luke's provides 24/7 access to safe medication disposal as a harm reduction service to dispose unwanted medications. During FY 24 there were 156 pounds collected at the Quakertown Campus and 110 pounds at the Upper Bucks Campus for a total of 266 pounds. St. Luke's was the winning hospital for the Bucks County Medication Take Back Contest organized by Bucks County Drug and Alcohol and BCHIP. St. Luke's Penn Foundation Substance Use Prevention/Recovery Education: Substance use prevention and recovery education was provided to students throughout the Quakertown and Upper Bucks service area. A Prevention Engagement initiative was implemented at Free Fall Skate Park in December to run throughout the year. There were three screenings of Tipping the Pain Scale with staff and community members in attendance. Bucks County Library Staff were trained on WRAP (Wellness Recovery Action Planning). During May, Mental Health Mondays were held to provide information and resources. St. Luke's Penn Foundation Mental Health also provides educational lectures series, videos and podcasts during the year on topics such as Recognizing Signs and Symptoms of Childhood Anxiety and Depression and Interventions that Parents Can Use. St. Luke's "Just STARt the Conversation: a dialogue on mental health" podcast is available throughout the community to discuss timely topics in mental health. Over 30 episodes discuss topics ranging from Dealing with A Loved One's Addiction as a Family to Youth Sports and Mental Health. St. Luke's Wellness 101 show is fun and educational and the short video series is designed to help students 12 + and adults thrive with over 100 episodes. Wellness 101 Junior is for children ages 6-12 with 30 episodes to choose from that range in topics from sleep to how to ask for help. Partnerships and Collaborations ------------------------------- - Area Agency on Aging - Head Start (Bucks Intermediate Unit) - United Way Bucks County - Free Farmers Market in partnership with Bucks County Opportunity Council - NAMI Bucks County - Free Fall Action Park - The Open Link - Quakertown Borough Parks and Recreation - Quakertown School District - Bucks County Health Improvement Partnership (BCHIP) - Helping Upper Bucks Be Universally Better (HUBBUB) - Advocates for Homelessness of Bucks County (AHUB) - A Woman's Place - Bucks County Drug and Alcohol - Bucks County Health Department - Bucks County Suicide Task Force - Career Link - Indian Valley Chamber of Commerce - Quakertown Community School District - Fresh Connect - Richlandtown Borough Parks and Recreation - Upper Bucks Chamber of Commerce - Upper Perkiomen Chamber of Commerce - Family Service Association of Bucks County - Pennsylvania State Police - Quakertown Borough - Maternity Care Coalition - Quakertown Alive - United Way of Bucks County - Upper Perkiomen School District - Upper Perkiomen YMCA - Upper Bucks YMCA Sponsorship =========== The hospital pursues expanded relationships and health improvement advocacy with the communities it serves through various coalition-building activities. In FY 24, St. Luke's Quakertown Campus and St. Luke's Upper Bucks Campus sponsored community organizations, including, but not limited to, the following: - Borough of Quakertown - Boyertown Area School District - Bucks County Community College - Coopersburg Historical Society - Fleetwood Area Baseball Association - Fleetwood Area School District - Indian Valley Chamber of Commerce - Montgomery County Community College - Perkiomen Valley School District - Quakertown Alive - Quakertown Community Outreach - Quakertown School District - Salem Christian School - Tigers Athletic Association - Upper Bucks Chamber of Commerce - Upper Perkiomen Chamber of Commerce - Upper Perkiomen School District Volunteers ========== In FY 24, St. Luke's Quakertown Campus volunteers provided 2,928 volunteer hours and St. Luke's Upper Bucks Campus volunteers provided 15,621 volunteer hours. CORE FORM, PART V; QUESTION 15 SCOTT R. WOLFE IS THE CHIEF FINANCIAL OFFICER OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"). MR. WOLFE RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213), HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. ACCORDINGLY, ST. LUKE'S HEALTH NETWORK, INC. FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO THIER COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. SERVES AS THE PARENT ORGANIZATION OF THE NETWORK. ST. LUKE'S HEALTH NETWORK, INC. AND ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; BOTH RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS WITHIN THE NETWORK, PROVIDE VARIOUS CORPORATE RELATED SERVICES AND/OR PROVIDE CLINICAL AND SUPPORT PERSONNEL TO VARIOUS NETWORK ENTITIES; INCLUDING THIS ORGANIZATION. THE SERVICES MAY INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE (ACCOUNTING, PAYROLL, ACCOUNTS PAYABLE) AS WELL AS CLINICAL AND SUPPORT PERSONNEL. THE COSTS ASSOCIATED WITH THESE SERVICES ARE PAID FOR BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALLOCATES A PORTION OF THE COSTS FOR THESE CORPORATE SERVICES TO VARIOUS NETWORK ENTITIES SUBJECT TO APPROVAL BY ST. LUKE'S HEALTH NETWORK. IN ADDITION, THE ST. LUKE'S HEALTH NETWORK, INC. SENIOR MANAGEMENT PERSONNEL REPORTED ON THEIR RESPECTIVE PARENT FORM 990 ARE ISSUED FORMS W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA. 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 WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE ST. LUKE'S UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF TRUSTEES HAS DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE NETWORK'S FINANCE PERSONNEL, INCLUDING ITS SENIOR VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF FINANCE, DIRECTOR OF ACCOUNTING AND VARIOUS OTHER NETWORK INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE NETWORK'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE NETWORK'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE NETWORK'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. THEREAFTER, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT-OF-INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES, BOARD COMMITTEE MEMBERS AND SENIOR MANAGEMENT ANNUALLY. THE NETWORK'S COMPLIANCE DEPARTMENT, INCLUDING ITS CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL, ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT-OF-INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE ORGANIZATION'S GOVERNING BODY, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION, THE BOARD OF TRUSTEES MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. COMPENSATION REVIEW EXECUTIVE COMPENSATION FOR THE 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 TRUSTEES. 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 TRUSTEES 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 ADDITIONAL INFORMATION. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII AND SCHEDULE J Scott R. Wolfe is the Chief Financial Officer of St. Luke's University Health Network ("Network"). He is included within Core Form, Part VII of this Form 990 because he served as a top financial official of the Network during the year ended June 30, 2024. Mr. Wolfe receives a federal form w-2 from St. Luke's hospital of Bethlehem Pennsylvania; a related internal revenue code section 501(c)(3) tax-exempt organization. Mr. Wolfe's reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within Core Form, Part VII and Schedule J of the St. Luke's Health Network, Inc. (EIN: 23-2384282) Federal Form 990. Please refer to the St. Luke's Health Network, Inc. Federal form 990 for this information. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR INDIVIDUALS 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 TRUSTEES OF OTHER RELATED ORGANIZATIONS WITHIN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS 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 X; LINE 25 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES. CERTAIN BONDS ARE ALLOCATED BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION TO THIS TAX-EXEMPT ORGANIZATION. SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS FOR THE BOND ISSUANCES AND ARE INCLUDED ON THE FEDERAL FORM 990 OF ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA (EIN: 23-1352213). CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - RESTRUCTURING COSTS - ($26,324); - NEW PLEDGES - $68,226; - PLEDGES RECEIVED - ($89,502); - GOODWILL IMPAIRMENT - ($51,235); - GAIN (LOSS) ON REFINANCING - ($80,454); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - $636; - NET ASSETS RELEASED FROM RESTRICTIONS - $28,328; AND - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - SPECIFIC PURPOSE FUND - ($23,084). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"), A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE NETWORK AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. ST LUKE'S HEALTH NETWORK INC 1110 ST LUKES WAY ALLENTOWN PA 18109 232384282 HEALTH SVCS. PA 501(C)(3) 12A NA false ST LUKE'S HOSPITAL OF BETHLEHEM PA 1110 ST LUKES WAY ALLENTOWN PA 18109 231352213 HEALTH SVCS. PA 501(C)(3) 3 SLHN false ST LUKE'S HOSPITAL ANDERSON CAMPUS 1110 ST LUKES WAY ALLENTOWN PA 18109 454394739 HEALTH SVCS. 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NJ NA C CORP. false SACRED HEART ANCILLARY SERVICES INC 421 W CHEW STREET ALLENTOWN PA 18102 232384987 HEALTHCARE SVCS. PA NA C CORP. false false false false true true false false false false false false false false true true true true true true SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.