2026-05-14T10:45:23-04:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 19103 990 2024-07-01 824432109 GSL HOSPITAL % SCOTT R WOLFE GSLH 4845264000 1110 ST LUKES WAY ALLENTOWN PA 18109 GABRIEL KAMAROUSKY PRESIDENT 4845464000 2026-05-15 true true SCOTT J MARIANI P00642486 2155462140 2024 2025-03-06 01:10:19Z GABRIEL KAMAROUSKY 1110 ST LUKES WAY ALLENTOWN PA 18109 103386803 false X WWW.GEISINGERSTLUKES.ORG X 2017 PA TO CARE FOR THE SICK AND INJURED AND IMPROVE OUR COMMUNITY'S HEALTH REGARDLESS OF A PATIENT'S ABILITY TO PAY. 5 2 0 54 0 0 1806741 13160 91247150 101852469 546118 653407 762505 867767 94362514 103386803 7900 9890 0 0 0 0 0 0 0 90895367 93431093 90903267 93440983 3459247 9945820 106275979 110395982 33147474 29144800 73128505 81251182 X THE MISSION OF THE ORGANIZATION IS TO CARE FOR THE SICK AND INJURED AND IMPROVE OUR COMMUNITY'S HEALTH REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. IN ADDITION, THE ORGANIZATION WILL SUPPORT THE CHARITABLE MISSION AND ACTIVITIES OF GEISINGER HEALTH AND ST. LUKE'S HEALTH NETWORK, INC. D/B/A ST. LUKE'S UNIVERSITY HEALTH NETWORK. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 88072572 9890 101852469 EXPENSES INCURRED IN PROVIDING EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE 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. 88072572 true true false true false false false false false false true false true true true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true X 73 0 true 0 false false false false false false false false false false false false X 5 2 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 Gabriel Kamarousky FACHE President 54.0 1.0 X 0 396872 54591 Jeffrey Adams Co-Chairman - Trustee 1.0 54.0 X X 0 0 0 Scott R Wolfe Co-Chairman - Trustee 1.0 54.0 X X 0 0 0 Dean Evans Trustee 1.0 0.0 X 0 0 0 Joel D Fagerstrom Trustee 1.0 54.0 X 0 0 0 Thomas P Sokola Trustee 1.0 0.0 X 0 0 0 Gerald Maloney DO FACP Trustee (Term 6/6/25) 1.0 54.0 X 0 0 0 0 396872 54591 0 false true false ST LUKE'S HOSPITAL OF BETHLEHEM PA 1110 ST LUKES WAY ALLENTOWN PA 18109 SYSTEM SUPPORT SVCS 9822582 ANESTHESIA SPECIALISTS OF BETHLEHEM PO BOX 5520 BETHLEHEM PA 18015 Medical Staffing 3639076 PROGRESSIVE PHYSICIAN ASSOCIATES I 81 HIGHLAND AVENUE SUITE 220 BETHLEHEM PA 18017 Medical Staffing 2843963 GEISINGER CLINIC 100 N ACADEMY AVENUE DANVILLE PA 17822 MEDICAL STAFFING 597829 QUANDEL CONSTRUCTION GROUP INC 2601 MARKET PLACE SUITE 200 HARRISBURG PA 17110 CONSTRUCTION 537938 11 7000 6160 13160 NET PATIENT SERVICE REVENUE 622110 101422648 101422648 RENTAL INCOME FROM AFFILIATES 541900 392618 392618 OTHER HEALTHCARE RELATED REVENUE 622110 37203 37203 101852469 653407 653407 0 0 411111 411111 0 411111 411111 0 0 0 0 0 0 0 0 0 0 DIETARY REVENUE 722310 456656 456656 456656 103386803 101852469 1521174 9890 9890 0 0 0 0 0 0 0 0 0 9822582 9258191 564391 0 87285 82270 5015 0 0 0 0 25548 24080 1468 4218873 3976463 242410 65808 62027 3781 0 3248756 3062087 186669 34425 32447 1978 0 12633 11907 726 162787 153433 9354 0 6087821 5738024 349797 1015852 957483 58369 ALLOCATION OF PERSONNEL COSTS 37994402 35811301 2183101 GSLPG RELATED 501(C)(3) EXP 12510928 11792069 718859 MEDICAL SUPPLIES 10404676 9806839 597837 PURCHASED SERVICES 7380275 6956215 424060 358442 337846 20596 93440983 88072572 5368411 0 19623727 7875237 0 0 0 0 12124499 12740733 0 0 0 0 0 0 1439373 1642589 707442 963647 100043980 41963241 60814044 58080739 0 0 0 0 163638 18435806 0 0 11403256 10657231 106275979 110395982 5012805 2971572 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28134669 26173228 33147474 29144800 X 73128505 81251182 0 0 73128505 81251182 106275979 110395982 X 9945820 176853 -1999996 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true false true false 0 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, 2025 IS $1,731. 4765388 4765388 53610056 16975128 36634928 6282800 2525672 3757128 32686109 22462441 10223668 2699627 0 2699627 58080739 INVESTMENT - SPECIFIC PURPOSE 12147415 F INVESTMENTS - BOARD RESTRICTED 6105278 F INVESTMENTS IN JOINT VENTURES 183113 F 18435806 DUE FROM AFFILIATES 19582 OTHER ACCOUNTS RECEIVABLE 282723 LEASING ARRANGEMENTS 10354926 10657231 0 OPERATING LEASE LIABILITY 10763799 DUE TO AFFILIATES 5988041 EST. THIRD PARTY PAYOR SETTLEMENTTS 5806898 OTHER LIABILITIES 3614490 26173228 X SCHEDULE D, PART X; LINE 2 THE ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF GSL NETWORK FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): GSL HOSPITAL AND GSLPG ARE PENNSYLVANIA NOT-FOR-PROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ON SUCH BASIS, THE ENTITIES WILL NOT INCUR ANY LIABILITY FOR FEDERAL INCOME TAXES, EXCEPT FOR POSSIBLE UNRELATED BUSINESS INCOME. GSL NETWORK'S ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH PROFESSIONAL ACCOUNTING STANDARDS. PURSUANT TO THE GUIDANCE IN THE STANDARDS, GSL NETWORK HAS DETERMINED THAT NO UNRECOGNIZED TAX BENEFITS EXIST AS OF JUNE 30, 2025 AND DOES NOT EXPECT THIS DETERMINATION TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. GSL NETWORK HAS NOT INCURRED ANY INCOME TAX RELATED PENALTIES OR INTEREST FOR THE YEAR ENDED JUNE 30, 2025. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, GSL NETWORK'S POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. true true X true X 300. true X 301. true true false false 780638 780638 0.00840 15557422 9958325 5599097 0.05990 16338060 9958325 6379735 0.06830 670642 17600 653042 0.00700 146078 139296 6782 0.00010 2626775 2626775 0.02810 9890 9890 0.00010 3453385 156896 3296489 0.03530 19791445 10115221 9676224 0.10360 true 6476441 861783 20795235 19577637 1217598 X true true 1 1 GEISINGER ST LUKE'S HOSPITAL 100 PARAMOUNT BLVD ORWIGSBURG PA 17961 WWW.GEISINGERSTLUKES.ORG 24870101 X X X 1 GEISINGER ST LUKE'S HOSPITAL 1 false false true X X X X X X X X 24 true true false true X WWW.SLHN.ORG X true 24 true WWW.SLHN.ORG false true X 300. 301. X X X true true X X X true X WWW.GEISINGERSTLUKES.ORG X WWW.GEISINGERSTLUKES.ORG X WWW.GEISINGERSTLUKES.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, 2025, 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 ITS 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 THE GEISINGER ST. LUKE'S CAMPUS WERE COMPRISED OF PRIMARY AND SECONDARY DATA. THE PRIMARY DATA WAS COLLECTED THROUGH KEY INFORMANT INTERVIEWS AND COMMUNITY HEALTH SURVEYS, WHERE 15,148 SURVEYS WERE CONDUCTED WITHIN THE NETWORK'S SIXTEEN CAMPUS GEOGRAPHIC REGIONS. PRIMARY DATA WERE ALSO COLLECTED THROUGH CAMPUS SPECIFIC KEY INFORMANT INTERVIEWS AND STAKEHOLDER FOCUS GROUPS, WHERE THE MAIN PRIORITY HEALTH NEEDS WERE IDENTIFIED. SECONDARY DATA INCLUDED THE USE OF LOCAL LEVEL, COUNTY LEVEL, STATE LEVEL, AND NATIONAL LEVEL DATA OBTAINED VIA THE U.S. CENSUS, COUNTY HEALTH RANKINGS AND ROADMAPS, VITAL STATISTICS, THE AMERICAN COMMUNITY SURVEY, U.S. DEPARTMENT OF LABOR, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM, AS WELL AS OTHER DATA SOURCES. SECONDARY DATA WAS ALSO OBTAINED THROUGH THE ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE (ESRI) PLATFORM ARCGIS, WHICH INTEGRATES AND CONNECTS SECONDARY DATA SOURCES TO SPECIFIC GEOGRAPHIES, WHICH ALLOWED FOR SPECIFIC MAPPING OF THE GEOGRAPHIC REGION SERVED BY THE GEISINGER ST. LUKE'S CAMPUS. ESRI PROVIDES MAPPING AND SPATIAL ANALYSIS TO HELP VISUALIZE, ANALYZE, AND INTERPRET DATA TO UNDERSTAND PATTERNS, RELATIONSHIPS, AND TRENDS. THE LIST OF SECONDARY DATA USED CAN BE FOUND IN THE REFERENCE SECTION IN EACH CHNA: HTTPS://WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT. THE NEEDS IDENTIFIED IN EACH INTERVIEW AND FOCUS GROUP WERE 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 THREE MAJOR CATEGORIES FOR THE 2025-2028 CHNA CYCLE: 1) IMPROVING ACCESS TO CARE 2) PREVENTING CHRONIC DISEASE 3) IMPROVING ACCESS TO MENTAL HEALTH SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B THE GEISINGER ST. LUKE'S CAMPUS CONDUCTED A CHNA FOR THE SURROUNDING SERVICE AREA. ALL CHNAS AND CHNA EXECUTIVE SUMMARIES CAN BE FOUND ON THE ST. LUKE'S HEALTH NETWORK WEBSITE: HTTPS://WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/CA MPUS 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 IMPLEMENTATION PLAN UPDATE OF THE ORGANIZATION'S CHNA, THE ORGANIZATION'S COMMUNITY PARTNERS IN THE GEISINGER ST. LUKE'S SERVICE AREA INCLUDE THE FOLLOWING: - ALVERNIA UNIVERSITY - SCHUYLKILL COUNTY MENTAL HEALTH/DEVELOPMENTAL SERVICES AND DRUG & ALCOHOL PROGRAMS - CLINICAL OUTCOMES GROUP, INC. (COGI) - SCHUYLKILL REACH (SUD PREVENTION TASK FORCE) - SCHUYLKILL COUNTY DRUG AND ALCOHOL - EAST CENTRAL AREA HEALTH EDUCATION COUNCIL (AHEC) - HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) - LEHIGH CARBON COMMUNITY COLLEGE - HELPING HARVEST FOOD BANK - CHILD DEVELOPMENT, INC. - INTERFAITH HEALTH NETWORK - THE NURSE FAMILY PARTNERSHIP OF SCHUYLKILL COUNTY - SUICIDE PREVENTION TASK FORCE OF SCHUYLKILL COUNTY - SCHUYLKILL HOPE - SERVANTS TO ALL - SCHUYLKILL HIVE - THE SALVATION ARMY POTTSVILLE CORPS - THE SALVATION ARMY SCHUYLKILL SERVICE CENTER OF TAMAQUA - SCHUYLKILL UNITED WAY - DIAKON COMMUNITY SERVICES - LIFELONG LEARNING CENTER - SCHUYLKILL COMMUNITY ACTION - SEXUAL ASSAULT RESOURCE AND COUNSELING CENTER (SARCC) - SCHUYLKILL INTERMEDIATE UNIT #29 - RURAL COMMUNITY OPIOID RESPONSE PROGRAM (RCORP) - SCHUYLKILL COUNTY VETERAN SUICIDE PREVENTION COALITION SCHEDULE H, PART V, SECTION B, QUESTION 7B THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK'S WEBSITE: WWW.SLHN.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/CAMPUS SCHEDULE H, PART V, SECTION B, QUESTION 10 THE ORGANIZATION'S IMPLEMENTATION STRATEGY IS INCLUDED WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK JOINT IMPLEMENTATION STRATEGY TO ADDRESS ALL OF THE HEALTH NEEDS IDENTIFIED WITHIN EACH HOSPITAL FACILITY'S CHNA. THE SLUHN 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'S WERE COMPLETED AND MADE WIDELY AVAILABLE PRIOR TO JUNE 30, 2025. 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 2025-2028 CHNA CYCLE. THESE PRIORITY HEALTH CATEGORIES INCLUDE: 1) IMPROVING ACCESS TO CARE 2) PREVENTING CHRONIC DISEASE 3) IMPROVING ACCESS TO MENTAL HEALTH 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. 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 INITIATIVE 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 250 ORGANIZATIONS NETWORK-WIDE. 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 ORGANIZATION. 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 WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://GEISINGERSTLUKES.ORG/MY-BILL/POLICIES-AND-PROCEDURES/FINANCIAL-ASS ISTANCE-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. 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 THE ORGANIZATION. 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, THE ORGANIZATION 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. THE ORGANIZATION 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 ER - TRAUMA AND PRIMARY CARE HEALTH SERVICES, BOTH OF WHICH ARE DOCUMENTED HEALTH NEEDS WITHIN THE COMMUNITTY. SCHEDULE H, PART II THIS 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, LINES 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE MULTIPLIED BY ITS COST TO CHARGE RATIO. 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 4 WITHIN THE ORGANIZATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE ORGANIZATION'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 THE ORGANIZATION'S 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 GEISINGER ST. LUKE'S 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 HOSPITAL'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. GSL MANAGEMENT HAS THE 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. THE HOSPITAL MAY OFFER EXTENDED PAYMENT PLANS TO PATIENTS WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR HOSPITAL BILLS. EMERGENCY & MEDICALLY NECESSARY SERVICES ---------------------------------------- THE HOSPITAL 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, THE ORGANIZATION 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 ORGANIZATION'S FINANCIAL ASSISTANCE PROGRAM. ADVANCE PAYMENT IS NOT REQUIRED FOR ANY MEDICALLY NECESSARY SERVICES. COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(6) ------------------------------------------------------- GEISINGER ST. LUKE'S HOSPITAL 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, THE ORGANIZATION, 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. THEREAFTER, THE ORGANIZATION 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 ORGANIZATION 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. THE ORGANIZATION 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 THE ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. 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 25 YEARS 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, COUNTY HEALTH RANKINGS AND ROADMAPS, US CENSUS DATA, 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 MORE THAN 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 ESTABLISH PROGRAM DEVELOPMENT AND DELIVERY ACCORDING TO THESE NEEDS. IN THE LAST THIRTY YEARS, THE BETHLEHEM PARTNERSHIP HAS TRANSFORMED INTO AN EVIDENCED-BASED MODEL. THIS COMPREHENSIVE APPROACH MAINTAINED THE MOST SUCCESSFUL AND OUTCOMES-DRIVEN WORK WITHIN LOCAL SCHOOL DISTRICTS. WE NOW SPEARHEAD A NATIONAL MODEL OF COLLABORATION WITH 250+ 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 SCHOOL MODEL AND COMMUNITY HEALTH WORKER MODEL TO FOCUS 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 AND EARLY CHILDHOOD EDUCATION CENTERS 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 RESIDENTS IN THEIR COMMUNITIES. THROUGH OUR PARTNERSHIP EFFORTS AND INITIATIVES, WE PROVIDED 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, 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 AND SERVICES. SCHEDULE H, PART VI; QUESTION 3 THE ORGANIZATION IS COMMITTED TO PROVIDING THE HIGHEST QUALITY HEALTHCARE SERVICES TO ITS COMMUNITY AND IS COMMITTED TO A SERVICE EXCELLENCE PHILOSOPHY THAT STRIVES TO MEET OR EXCEED PATIENT EXPECTATIONS. ALL PATIENTS WILL RECEIVE A UNIFORM STANDARD OF CARE THROUGHOUT THE HOSPITAL FACILITY, REGARDLESS OF SOCIAL, CULTURAL, FINANCIAL, RELIGIOUS, RACIAL, GENDER OR SEXUAL ORIENTATION FACTORS. THE ORGANIZATION STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE ESSENTIAL EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES REGARDLESS OF THEIR ABILITY TO PAY. GEISINGER ST. LUKE'S HOSPITAL 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 IS NEVER DENIED NECESSARY HEALTHCARE SERVICES ON THE BASIS OF THEIR ABILITY TO PAY. THE ORGANIZATION DOES ITS BEST TO EDUCATE AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. FOR THE BENEFIT OF THE PATIENTS, THE FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE ALL AVAILABLE ON-LINE. ADDITIONALLY, PAPER COPIES ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE 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 ORGANIZATION'S PRIMARY SERVICE AREA. SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC HOSPITAL LOCATIONS INCLUDING THE EMERGENCY DEPARTMENT, ADMISSIONS DEPARTMENT AND REGISTRATION DEPARTMENT THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE ORGANIZATION ALSO MAKES REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. 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 FOLLOWING INFORMATION REGARDING THE ORGANIZATION'S COMMUNITY DEMOGRAPHICS IS INCLUDED WITHIN ITS MOST RECENTLY CONDUCTED CHNA. GEOGRAPHIC DESCRIPTION OF MEDICAL SERVICE AREA & COMMUNITY SERVED ================================================================= IN THE GEISINGER ST. LUKE'S SERVICE AREA, 45% OF THE PATIENTS SERVED RESIDE IN ZIP CODES 17901 (POTTSVILLE), 17972 (SCHUYLKILL HAVEN), AND 17961 (ORWIGSBURG). THE CAMPUS SERVICE AREA IS DEFINED BY THE AREA COVERED BY THE TOP ZIP CODES. A TOTAL OF 103,190 PEOPLE LIVE IN THE 471.88 SQUARE MILE AREA IN THE GEISINGER ST. LUKE'S SERVICE AREA. THE POPULATION DENSITY FOR THIS AREA IS ESTIMATED AT 218.68 PERSONS PER SQUARE MILE. WHEN LOOKING AT POPULATION, WE ALSO ASSESS THE PERCENTAGE OF THE POPULATION LIVING IN URBAN AND RURAL AREAS. ACCORDING TO THE 2020 DECENNIAL CENSUS, 59.5% OF THE GEISINGER ST. LUKE'S SERVICE AREA LIVES IN AN URBAN SETTING AND 40.5% OF THE SERVICE AREA LIVES 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 75.9% AND 24.1%, RESPECTIVELY. THE UNITED STATES URBAN AND RURAL PERCENTAGES ARE 78.8% AND 21.2%, RESPECTIVELY. GENDER ====== THE 2018-2022 ACS 5-YEAR ESTIMATES ASKED RESPONDENTS TO INDICATE THEIR SEX (MALE, FEMALE) ASSIGNED AT BIRTH. GENERALLY, THE POPULATION OF ALL SLUHN SERVICE AREA COMMUNITIES ARE EVENLY SPLIT BETWEEN MEN AND WOMEN, WITH WOMEN AS A SLIGHTLY HIGHER PERCENTAGE OF THE POPULATION. ACCORDING TO THE ACS, 49.8% OF PEOPLE IDENTIFIED AS FEMALE AND 50.2% IDENTIFIED AS MALE IN THE GEISINGER ST. LUKE'S SERVICE AREA. THIS IS SIMILAR TO THE NATIONAL AVERAGE, 50.5% AND 49.5%, RESPECTIVELY. IN SCHUYLKILL COUNTY, 48.5% OF PEOPLE IDENTIFY AS FEMALE AND 51.5% AS MALE. OF THE CHNA SURVEY RESPONDENTS IN THE GEISINGER ST. LUKE'S SERVICE AREA, 72.0% WERE ASSIGNED FEMALE AT BIRTH COMPARED TO 28.0% ASSIGNED MALE AT BIRTH. WHILE THE U.S. CENSUS BUREAU FINDINGS ALSO SHOWED A HIGHER PERCENTAGE OF FEMALES IN THE GEISINGER ST. LUKE'S SERVICE AREA (50.2%), THE CHNA SURVEY DATA HAS A DISPROPORTIONATELY HIGHER PERCENTAGE OF FEMALES. AGE === THE 2024 POPULATION ESTIMATES (ESRI) REPORTS THAT 19.0% OF THE GEISINGER ST. LUKE'S SERVICE AREA POPULATION ARE PEOPLE UNDER 18 YEARS OLD AND 22.1% ARE 65 YEARS AND OLDER. COMBINED, THESE GROUPS ACCOUNT FOR 41.1% OF THE SERVICE AREA POPULATION, AND 58.9% ARE BETWEEN THE AGES OF 18 AND 64 YEARS OLD. IN SCHUYLKILL COUNTY, 19.9% OF PEOPLE ARE UNDER 18 YEARS OLD, 21.3% ARE AGES 65 AND OLDER, AND 58.8% ARE BETWEEN THE AGES OF 18 AND 64 YEARS OLD. WHEN COMPARED TO THE CENSUS DISTRIBUTION, MORE SURVEY RESPONDENTS WERE 65 YEARS OF AGE AND OLDER (45.9%) FOLLOWED BY AGES 55-64 YEARS OLD (17.1%), AGES 44-54 YEARS OLD (17.0%), AGES 35-44 YEARS OLD (8.9%), AGES 25-34 YEARS OLD, AND AGES 18-24 YEARS OLD (3.0%). THE SURVEY ASSESSED INDIVIDUALS 18 AND OLDER, THEREFORE AGES UNDER 18 ARE NOT REFLECTED IN SURVEY RESULTS. THE MEDIAN AGE OF ALL RESPONDENTS WAS 56.6 YEARS OLD. RACE ==== RACIAL DEMOGRAPHIC TRENDS HAVE SHIFTED SIGNIFICANTLY IN RECENT YEARS. ACCORDING TO THE US CENSUS, NATIONWIDE, THE NUMBER OF INDIVIDUALS IDENTIFYING AS TWO OR MORE RACES INCREASED MORE THAN 276% BETWEEN 2010 AND 2020, AND THE SOME OTHER RACE INCREASED 129%. DATA FOR INDIVIDUALS IDENTIFYING AS NATIVE HAWAIIAN/PACIFIC ISLANDER, NATIVE AMERICAN/ALASKA NATIVE WERE COMBINED INTO OTHER RACE DUE TO SMALL SAMPLE SIZES. THESE TRENDS ARE ALSO SEEN AT THE STATE LEVEL IN PENNSYLVANIA. THE 2018-2022 ACS 5-YEAR ESTIMATES REPORTS THAT 93.8% OF THE SERVICE AREA IDENTIFIES AS WHITE, FOLLOWED BY OTHER RACE (5.0%), BLACK (2.3%), AND ASIAN (0.0%). THE MAJORITY OF GEISINGER ST. LUKE'S SERVICE AREA CHNA SURVEY RESPONDENTS IDENTIFIED AS WHITE (94.7%), FOLLOWED BY OTHER RACE (3.2%), BLACK (1.2%), AND ASIAN (0.4%). ETHNICITY ========= THE 2018-2022 ACS 5-YEAR ESTIMATES INDICATE THAT 93.0% OF THE GEISINGER ST. LUKE'S SERVICE AREA IDENTIFIES AS NON-HISPANIC AND 7.0% IDENTIFIES AS HISPANIC. THE POPULATION IN PENNSYLVANIA IS 91.9% NON-HISPANIC AND 8.1% HISPANIC. IN SCHUYLKILL COUNTY, 91.4% OF PEOPLE IDENTIFY AS NON-HISPANIC AND 8.6% AS HISPANIC. WHEN ASKED ABOUT ETHNICITY, 96.2% OF CHNA SURVEY RESPONDENTS FROM THE GEISINGER ST. LUKE'S SERVICE AREA IDENTIFIED AS NOT HISPANIC, WHILE 3.8% OF RESPONDENTS IDENTIFIED AS HISPANIC. POVERTY ======= THE 2024 FEDERAL POVERTY LEVEL (FPL) GUIDELINE IS MEASURED AT $15,060 A YEAR FOR ONE PERSON AND $31,200 FOR A FAMILY OF FOUR. IF ONE PERSON IS 200% OF THE FEDERAL POVERTY LEVEL, THEY MAKE $30,120; IF A FAMILY OF FOUR IS 200% OF THE FEDERAL POVERTY LEVEL, THEY MAKE $62,400. IN PENNSYLVANIA, 11.8% OF PEOPLE LIVE AT OR BELOW THE FPL AND 12.6% NATIONWIDE. IN 2022, 23,471 HOUSEHOLDS (40%) WERE BELOW THE ALICE THRESHOLD IN SCHUYLKILL COUNTY. IN THE GEISINGER ST. LUKE'S SERVICE AREA, THE MEDIAN HOUSEHOLD INCOME IS $64,780 AND THE PER CAPITA INCOME IS $35,465. THE MAJORITY OF CHNA SURVEY RESPONDENTS IN THE GEISINGER ST. LUKE'S SERVICE AREA MAKE $60,000 AND ABOVE (58.3%), WHILE 14.7% OF CHNA SURVEY RESPONDENTS MAKE $24,999 OR BELOW, AND 27.0% MAKE BETWEEN $25,000 AND $59,999. WHEN LOOKING AT HISPANIC CHNA SURVEY RESPONDENTS IN THE GEISINGER ST. LUKE'S SERVICE AREA, 27.1% MAKE MORE THAN $60,000 PER YEAR COMPARED TO 63.1% OF NON-HISPANIC RESPONDENTS. ADDITIONALLY, 38.5% OF HISPANIC SURVEY RESPONDENTS MAKE LESS THAN $25,000 COMPARED TO 11.0% OF NON-HISPANIC CHNA SURVEY RESPONDENTS. SCHEDULE H, PART VI; QUESTION 5 THE ORGANIZATION PROMOTES THE HEALTH OF THE COMMUNITY ON A DAILY BASIS THROUGHOUT THE YEAR. IT COORDINATES AND OFFERS NUMEROUS COMMUNITY BENEFIT PROGRAMS, OUTCOMES BASED INITIATIVES AND SUPPORT GROUPS TO THE COMMUNITY, WITH A SPECIAL EMPHASIS ON VULNERABLE POPULATIONS. PLEASE REFER TO SCHEDULE O FOR A DETAILED COMMUNITY BENEFIT STATEMENT. SCHEDULE H, PART VI; QUESTION 6 THIS ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. OUTLINED BELOW IS A SUMMARY OF THE ORGANIZATION'S AFFILIATED ENTITIES: 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. ST. LUKE'S HEALTH NETWORK, INC. 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 OF THE SYSTEM, 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. GEISINGER HEALTH ---------------- GEISINGER HEALTH D/B/A GEISINGER HEALTH FOUNDATION IS THE TAX-EXEMPT PARENT OF GEISINGER HEALTH AND AFFILIATES. THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. GEISINGER HEALTH IS THE SOLE MEMBER OF EACH AFFILIATED ENTITY. GEISINGER HEALTH AND AFFILIATES IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT THE STATES OF PENNSYLVANIA AND NEW JERSEY. GEISINGER HEALTH 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)(1). AS THE PARENT ORGANIZATION OF THE SYSTEM, GEISINGER HEALTH 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. GSLPG, INC. ----------- GSLPG, INC. DBA GSL PHYSICIAN GROUP IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(III). THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH THE COMMONWEALTH OF PENNSYLVANIA. X X X X X false true false false false true true true false Gabriel Kamarousky FACHE President 0 280278 0 116144 0 450 0 16302 0 38289 0 451463 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2. SCHEDULE J, PART I; QUESTION 3 COMPENSATION REVIEW ------------------- EXECUTIVE COMPENSATION FOR THE ORGANIZATION CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR 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 2024 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 2024 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; QUESTION 4B THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THIS INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: Gabriel M. Kamarousky, FACHE, $2,502. SCHEDULE J, PART I; QUESTIONS 6A AND 6B THE EXECUTIVE COMPENSATION PACKAGE FOR THE ORGANIZATION 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 THE INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN THE INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Geisinger St. Luke's Campus is the first new acute-care, non-replacement hospital Schuylkill County has seen in 90 years. Comprised of three stories and 130,091 square feet, the $100-million hospital building has 64 private patient rooms, including 10 critical care beds, and the ability to add 16 more medical-surgical rooms in the future. To promote healing, the rooms are spacious and beautifully decorated. The hospital also features state-of-the-art operating and procedure rooms, a helipad, a large and efficient emergency room and modern medical technologies from GE Healthcare. Opening in November 2019, Geisinger St. Luke's Campus was the first joint venture in Pennsylvania history of two health systems coming together to co-own a facility. The hospital is recognized by the Internal Revenue Service (IRS) as an Internal Revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, Geisinger St. Luke's Campus provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, Geisinger St. Luke's Campus operates consistently with the following criteria outlined in the IRS revenue ruling 69-545: 1) Geisinger St. Luke's Campus provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2) Geisinger St. Luke's Campus operates an active emergency room for all persons; which is open 24 hours a day, seven days a week, 365 days per year; 3) Geisinger St. Luke's Campus maintains an open medical staff, by invitation only, with privileges available to all qualified physicians; 4) Control of Geisinger St. Luke's Campus rests with its Board of Trustees. This board is comprised of a majority of executive leadership from both Geisinger and St. Luke's University Health Network as well as physician leaders from both networks and community representatives; and 5) Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care programs and activities. The operations of Geisinger St. Luke's Campus, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of Geisinger St. Luke's Campus is for the benefit of the public and that no part of the income or net earnings of the organization inures to the benefit of any private individual, nor is any private interest being served other than incidentally. Mission ======= The mission of Geisinger St. Luke's Campus is to care for the sick and injured and improve our community's health regardless of a patient's ability to pay. Vision ====== The vision of Geisinger St. Luke's Campus is to be the preferred hospital in Schuylkill County for high-quality, cost-effective care and outstanding service. 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. Overview ======== On November 20, 2019, Geisinger St. Luke's Campus opened its doors to the community. Becoming the 10th hospital in the St. Luke's University Health Network, the new hospital provides acute inpatient and outpatient medical and surgical care. The campus has an annual capacity for 3,450 inpatient and observation admissions and has a 15-bed emergency department with an annual capacity for 25,000 visits. In FY 25, Geisinger St. Luke's Campus provided care for 4,980 admissions and observations, 30,665 emergency department visits and 79,192 outpatient visits. From the day it opened, Geisinger St. Luke's Campus has been embraced by the public. In the first year of operations, the hospital received the Press Ganey guardian of excellence award for inpatient and emergency room care and the Republican Herald's readers' choice best hospital award. The Geisinger St. Luke's Campus continues to be successful due to the support of both the St. Luke's University Health Network and the Geisinger Health System. Another major investment in the Geisinger St. Luke's Campus was a three-floor, 37,500-square-foot medical office building located at 1165 Centre Turnpike, on the hospital campus. The $8 million building opened in June 2020 and expanded the breadth of offerings at Geisinger St. Luke's Campus to include cardiology, orthopedics, spine & pain, sports medicine, pulmonary, gastroenterology, general surgery, gynecology, urology, nephrology, gynecologic oncology, women's imaging, 3D mammography and DEXA scan (bone density scanning). In FY 24, the Geisinger St. Luke's Campus added the wound care service line at the Medical Office Building. In FY 23, the Geisinger St. Luke's Campus added 20 private rooms at a cost of $11 million, Fast Breast MRI and opened the Interventional Radiology Suite on July 23, 2023. The Geisinger St. Luke's Campus Breast Center, located in the Medical Office Building, includes the most advanced, computer-aided software to help in diagnosing breast anomalies and the latest digital and 3d mammography equipment from GE Healthcare. The center is equipped with Sensorysuite to provide a calmer, interactive mammogram experience and the region's first Pristina with DuetaTM mammography, a patient-assisted compression device which gives patients a sense of control during their mammograms. In FY 25, two additional operating rooms were added. Geisinger St. Luke's Campus specialty services include: - Cardiology - Critical Care Anesthesia - Emergency Services - ENT - Endoscopies - Gastroenterology - Gynecology - Gynecology Oncology - Infectious Disease - Inpatient Renal Dialysis with CRRT - Interventional Radiology - Nephrology - Neurology - Occupational Medicine - Orthopedics, Joint and Muscle Disorders - Pain Management - Palliative Care - Podiatry - Primary Care - Pulmonary - Radiology (Advanced, Interventional) - Spine & Pain - Sports Medicine - Surgery (General, Specialty, Laparoscopic and Robotic) - Urology - Vascular Services - Weight Management - Women's Imaging Center - Wound Care Geisinger St. Luke's Campus is service oriented with a goal to reduce patient and family stress and anxiety and to provide a calm and reassuring environment by meeting, and often exceeding, their personal needs. Softer lighting is used in the hallways and the dcor conveys relaxing earth tones. Available amenities include flat screen smart televisions, free WIFI service and a recliner and comfortable sofa bed in every room. Campus-Specific Quality Awards ============================== U.S. Centers for Medicare & Medicaid (CMS) Top Quality Scores: In August 2025, Geisinger St. Luke's Campus received five stars - five stars - from the annual quality and safety hospital review conducted by the U.S. Centers for Medicare & Medicaid (CMS) for superior quality and outcomes on multiple national lists based on objective data sources. Nationwide, an elite 8 percent of 4,658 eligible hospitals earned five stars. St. Luke's was the only health network in the Lehigh Valley to receive the best ratings with 10 of 11 its eligible acute care hospitals receiving five stars. Of Pennsylvania's 189 eligible hospitals, nearly half of the 21 that earned five stars were St. Luke's hospitals. The CMS ratings are based on an examination of the quality of care at more than 4,000 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. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Leapfrog Awards St. Luke's Geisinger St. Luke's Campus 'A' Grade for Patient Safety: In May 2025 and again in November 2025, the Leapfrog Group, a national nonprofit health care ratings organization awarded an 'A' grade to St. Luke's Geisinger St. Luke's 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. Community Outreach ================== During Fiscal Year 2025 (FY 25), St. Luke's University Health Network (SLUHN) continued efforts supporting the top priorities established through the 2022 Community Health Needs Assessment (CHNA). These priorities, outlined in the 2022-2025 Implementation Strategy, are listed below and advancements and initiative updates from FY 25 are detailed in this 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: TOP PRIORITIES (Fiscal Year 2025): - Connection to Care - Workforce Development - Transportation and Housing - Food Security - Nutrition Education and Promotion - Physical Activity Promotion - Access to Mental Health Services - Access to Opioid and other Substance Use Disorder Services - Access to Prevention, Treatment and Recovery - COVID-19 Removed as a priority (Fiscal Year 2023) 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 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 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 Years 2024 and 2025. Continued monitoring of COVID-19 ensures that the Network is prepared to pivot and re-prioritize as necessary. The 2025 CHNA for St. Luke's University Health Network was prepared and approved by the campus and Network Board of Directors and published online in June 2025. 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 Prevention, Treatment, and Recovery 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 promote access to care, services, and resources through trust and relationship-building. Pathways have been established and strengthened to connect families to primary care, social services, food access, financial literacy, career mentoring, workforce development, and more. SLUHN is nationally recognized for its unwavering commitment to excellence in healthcare quality, safety, and performance. In 2024, SLUHN was recognized by the Lown Institute, an independent think tank advocating bold ideas for a just and caring system for health, as the third most socially responsible health network in the United States and the first in Pennsylvania. The Lown Institute seeks to shine a light on those hospitals that provide exceptional, high-value patient care to all who need it in their community -- and encourage all hospitals to follow their example. In FY 24 St. Luke's reported $462 million of IRS defined community benefit spending, approximately 16% of the Network's operating expenditures. The Network consistently ranks in the top decile for national quality measures and has earned over 200 prestigious awards for healthcare excellence. Notable achievements include: - Leapfrog Safety Grade: All acute care hospitals received straight A's for patient safety. - CMS Star Ratings: Awarded five stars for quality by Medicare & Medicaid. - Premier 100 Top Hospitals: Recognized for 11 consecutive years. - 50 Top Cardiovascular Hospitals: Honored eight times for outstanding cardiac care. In 2025, St. Luke's was once again named a Top Workplace in the large employer category by The Morning Call, marking its third consecutive year receiving this distinction. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS GEISINGER ST. LUKE'S ==================== Child Development Head Start: A Geisinger St. Luke's (GSL) Community Health Worker (CHW) and Community Health staff provide services to more than 600 students and families at Child Development Head Start as direct or indirect family advocates. The partnership between St. Luke's Department of Community Health and Child Development Head Start began in 2013 through the St. Luke's Miners Campus. When GSL opened in 2019, SLUHN was able to further prioritize the partnership by embedding a CHW at Child Development Head Start. The GSL CHW provides outreach to all Schuylkill School Districts with connection to health education and services, which support improved access and services to families in need. Locations include Blue Mountain, Mahanoy Area, Marian, Minersville, Nativity, North Schuylkill, Pine Grove, Pottsville, Saint Clair, Schuylkill Haven, Shenandoah, Tamaqua, Tri-Valley, Williams Valley and the Schuylkill Intermediate Unit #29. Rural Health Centers (RHC): In collaboration with the St. Luke's Rural Health Centers and with support from CHWs, connections to care were established to improve access to school physicals, vaccinations, education, and resources. Additionally, the RHCs employs a full-time Public Health Dental Hygienist who is also trained as a CHW. Breast Cancer Prevention: Adagio Health, through state and federal funding, administers the Breast and Cervical Cancer Early Detection Program (BCCEDP) across much of Pennsylvania. This initiative provides free screenings and diagnostic services to uninsured and underinsured women, helping catch cancer early when it's most treatable. St. Luke's University Health Network is a key partner and early detection site in this effort. With women's imaging locations and advanced technologies like 3D mammography and breast MRI, St. Luke's enhances early detection rates and reduces unnecessary follow-ups. During FY 25, there were 1,188 patient outreach encounters resulting in 21.4% of those outreach encounters ordering a mammogram, 39.9% establishing with a primary care physician post-outreach, 63.6% of ordered images completed, and 91.2% of pathology orders completed. This partnership is a powerful example of how public funding and local health systems can work together to create lasting health equity. Visiting Nurse Association: As a member of the St. Luke's University Health Network, the Visiting Nurse Association of St. Luke's Health/Hospice, Inc. ("the VNA") offers Home Health, Hospice and community-based mother/baby services that include the Visiting Nurse Advocate in the Home (VNAC) and Nurse Family Partnership (NFP). Established in 1919, the agency maintains Medicare-certification, Pennsylvania Department of Health licensure, Accreditation Commission for Healthcare (ACHC) accreditation and provides care in Lehigh, Berks, Northampton, Carbon, Schuylkill, Monroe, Upper Bucks, and Montgomery Counties. During FY 25, 2,148 patients were provided Hospice care and 5,658 in Home Health across the Network. Literacy: Literacy promotion through Read Across America was implemented at local schools in communities across the Network. A total of 126 volunteers, including seven of the SLUHN campus presidents, read to more than 6,300 students during Read Across America week in 2025 and more than 7,500 literacy resources Network-wide were shared with students in the community. Raub Middle School students and SLUHN campus presidents were some of the volunteers that read to elementary school students in the Allentown School District. A Little Free Library was placed at Geisinger St. Luke's front hospital entrance through the work of a volunteer and the Community Health team. The library is supported by the campus to ensure an assortment and abundance of books. Workforce Development: A new partnership developed during FY 25 with the Lifelong Learning Center to address workforce and education connections in Schuylkill County and the Panther Valley area. Miners Campus Human Resources provided connections and information for adult education students to share employment and educational opportunities in healthcare to create an employment pipeline. On November 13, 2024, St. Luke's Chairman of Oncology, Israel Zighelboim, MD and Valeska Zighelboim, RN of St. Luke's Infusion Services presented "Our Journey to the USA". This presentation was held in partnership with the Schuylkill Intermediate Unit 29 Lifelong Learning Center and was geared toward their adult education English as a Second Language students. The purpose was to walk the ESL students through the process of immigrating to America, the steps that the Zighelboim's took to furthering their careers and navigating a different environment and culture. The event was held at Alvernia University Pottsville CollegeTowne and about 20 students/community members attended and participated in an engaging conversation. Healthcare Pipeline Industry Partnership Grant: St. Luke's Department of Community Health was awarded the Healthcare Pipeline Industry Partnership Grant from Workforce Board Lehigh Valley. The overall purpose of the grant was to establish a Lehigh Valley Healthcare Pipeline Industry Partnership through the development of a Workforce Pipeline Strategic Action plan and to increase the pipeline of healthcare workers trained and employed in the Lehigh Valley's Healthcare Industry Sector. For this grant, SLUHN developed a three-pronged approach to education and training for program participants including: - SkillUp PA and Employability Skills Training - In partnership with CareerLink Lehigh Valley, the program enrolled 19 high school students from the Allentown School District, with 73% (n=14) an online learning platform to completing the program successfully. The program utilized SkillUp assist participants to attain industry-recognized credentials for high-demand careers, including those in healthcare. Additionally, program participants were educated on employability skills and career ladders in the healthcare field. - Medical Assistant On-the-Job Training - This program component provided funds to support 23 Medical Assistance Trainees. Out of 23 enrolled in the grant, 87% (n=20) of the trainees obtained full-time employment across the St. Luke's Network. During this six-week training period, the trainees worked with patients while learning anatomy skills, medical terminology, collecting vital signs and EKGs, and administering immunizations and injections. They also learned how to participate in data collection, planning, and implementation of patient care plans, all while exhibiting professional behavior and highlevel customer service skills. - School of Phlebotomy - This program component supported 15 participants enrolled in the St. Luke's School of Phlebotomy, with 100% (n=15) of participants completing the program successfully. The phlebotomy students participated in a twelve-week program that provided phlebotomy education through a combined delivery of didactic/theory in a classroom setting, as well as clinical experience in one of the St. Luke's outpatient lab service centers. 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 at any time in a language they understand, 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 teams work collaboratively, especially with Star Community Health, with more than 1,750 established (i.e., claimed) community-based partners in the communities we serve, which is also integrated with SLUHN electronic health record (i.e., Epic). 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 51,280 searches during FY 25 with the top searches including food, housing, and utilities. In the Geisinger St. Luke's service area (Schuylkill County), there were a total of 2,736 searches, with the top services including food, housing, and utilities. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Transportation: St. Luke's transportation services, in collaboration with Lyft and Uber rideshare, 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 and Uber 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. Local Food Pantry Support: Geisinger St. Luke's employees provided ongoing volunteer support to church pantries such as Holy Family in Minersville, Christ Church in McKeansburg and St. John's UCC Church in Orwigsburg as well as at established pantries operated by Schuylkill Community Action and Helping Harvest Food Bank that assist geographical areas in Minersville, St. Clair, South Schuylkill, Auburn, Schuylkill Haven, Pottsville, Frackville and many others. Participation is also provided by the Salvation Pottsville Corps' Food for the Body and Soul Lunch Cafe on Fridays as well as at the Pine Grove Military & Veterans Food Pantry. Physical Activity: Get Your Tail on the Trail is a free program created in 2013 by SLUHN and the 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 6,295,048 miles recorded. Network-wide, there were 2,162 active users that logged 637,618 miles during FY 25. Sports Medicine and Athletic Trainers: With a wide range of skill sets and abilities, athletic trainers manage an athlete from initial injury to return to life and play. Athletic trainers play a critical role in healthcare as they are often the most available and onsite medical provider in the athletics venue, therefore providing immediate care and facilitation of medical action that results in effective and efficient care to support patient recovery goals. SLUHN athletic trainers support more than 100,000 youth and collegiate athletes in Pennsylvania and New Jersey. Older Adult Meals: The Geisinger St. Luke's Campus Older Adult Meals Program is designed to provide subsidized meals to adults 65 and older at the Geisinger St. Luke's Campus cafeteria, which served 8,800 meals during FY 25. This initiative addresses food security and loneliness among older adults. Fireside chats were available to the community to help share information and resources for topics such as Heart Health, The Aging Brain, Diabetes, Hernia, Orthopedic, Your Lung Health, Wound Care, and Urology. Additionally, a special event was held in observance of Breast Cancer Awareness Month which provided mammograms, music, massages and mocktails for participating community members. A presentation on Heart Health was presented to local hunters at Cabelas, the region's premier outdoor and conservation company. Diabetes Self-Management Education and Support: St. Luke's Diabetes Education Accreditation Programs (DEAP) is governed by the Association of Diabetes Care and Education Specialists. These programs include Diabetes Self-Management Education and Support (DSMES) and Medical Nutrition Therapy. The Community Health DEAP program provides diabetes education to vulnerable populations in Coaldale at the Miners campus and the Ringtown Rural Health Center with Diabetes Self-Management Education and Support, DSMES, classes through one-on-one and group sessions, which are both offered in-person or virtually. Lead Testing: Geisinger St. Luke's joined St. Luke's phlebotomists at seven Child Development Centers for lead testing services in April 2025. Center locations included two Pottsville locations, Mahanoy City, Fountain Springs, Tamaqua, St. Clair, and Schuylkill Haven. During the 2024-2025 school year, 63 children received lead tests (54 onsite tests from seven sites nine lab walk-ins). Of those tests, six resulted in high levels with three of the children uninsured. Families without insurance were provided information about St. Luke's Rural Health Centers by the Family Advocate from Child Development. Tip sheets and other resources were provided (e.g., Your Child Tested Positive for Lead, Now What?) Additionally, students and families with identified needs were connected to a Community Health Worker to ensure access to care and other resources. 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. 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 25, 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 (CSA) Program, 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. A total of $225,044 was invested in our local farms Network-wide and during the 2024 CSA season, including the St. Luke's Rodale Farm that provided the CSA for the GSL Campus. 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 and transparency, while helping to build relationships between patients and providers. St. Luke's collaborates with local community-based organizations and local county to support WHO efforts. Additionally, Certified Recovery Specialists (CRS) operate in the Allentown, Bethlehem, Sacred Heart, Upper Bucks, Anderson, and Easton emergency departments to support WHO. At the Geisinger St. Luke's Hospital, a total of 26 WHO referrals were conducted for alcohol, cannabis, cocaine, opioids, and other stimulants during FY 25. Prevention: The Schuylkill County Drug and Alcohol Program partners with Community Health for assistance with SUD prevention activities in Schuylkill County. During FY 25, the SLUHN CHW in Schuylkill County provided 720 hours of information dissemination, prevention education in the schools with curriculum (e.g., Too Good for Drugs), positive activities (e.g., Summer BLAST program), and community-based activities that promote awareness about the health harms of vaping, drinking alcohol during pregnancy and other vital topics. Community Health supports Schuylkill County Drug and Alcohol and Mental Health Services' Schuylkill County Junior Advisory Board. This initiative brings student representation from each of the Schuylkill County School Districts to discuss how to bring awareness to mental health and substance use issues in their schools and across the county. Students attend monthly meetings to brainstorm ideas for implementation at their respective schools. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Stigma Presentations: The Department of Community Health worked with partners to deliver a Community Stigma Presentation for Carbon and Schuylkill Counties. Narcan Education and Distribution: Narcan education and distribution was provided during FY 25 to community members in Carbon and Schuylkill Counties through eleven events and providing 141 boxes of Narcan to the community. Safe Medication Disposal Boxes: GSL provides 24/7 access to safe medication disposal as a harm reduction service to dispose of unwanted medicines. During FY 25, 221.3 pounds of unused medication at GSL were safely disposed. Additionally, through our work with the County's Drug & Alcohol Program, 72 Safer Lock Boxes (to secure medications) were distributed to families during the end of school year visits at 5 Child Development Head Start visits. Adolescent Behavioral Health Unit (ABHU): St. Luke's Adolescent Behavioral Health Unit at the Easton Campus also provides connection to care and services for youth in need with a 16-bed unit. During FY 25, there were 79 adolescents in Schuylkill County that received services at the ABHU. Mental Health Support and Messaging: Support was provided during a Spring 2025 county-wide Avedium Leader Lab Workshop to provide Mental Health resources and handouts to student leaders to take back to their schools for their peers. Mental Health resources were also provided at Blue Mountain High School's Avedium Club's first Annual Mental Health and Self-Care Day. St. Luke's Penn Foundation Education: Providing the community with mental health and addiction prevention education, information, and resources is a vital part of St. Luke's Penn Foundation's (SLPF) programming. SLPF delivers regular in-school presentations to middle and high students and educational presentations in the community on topics such as mental health, substance use, overdose prevention, recovery, and harm reduction. Through its monthly podcast "Just STARt the Conversation," SLPF discusses timely mental health topics such as social media use, perinatal mood disorders, changing careers, getting along in polarizing times, athlete mental health, and more. With over 40 available episodes, this podcast offers relevant information for everyone. Additionally, St. Luke's Wellness 101 has more than 100 episodes that take viewers (ages 13+) on a practical yet humorous step-by-step journey to explore the basics of health and wellness. From the importance of hand washing to mindfulness practices and everything in between, the Wellness 101 show presents fun and educational information while helping viewers learn and retain health and wellness information. Wellness 101 Jr. is a child-friendly version of Wellness 101 that explores the basics of health and wellness for kids ages 612. With almost 40 episodes, children learn about a variety of health topics such as sleep, handling peer pressure, how to ask for help, and more through interactive videos and simple Q&As. SLUHN is currently in year three of a three-year federal grant from the Health Resources and Services Administration (HRSA) as part of the Rural Communities Opioid Response Program (RCORP) to address rural substance use disorder in Schuylkill County and the Panther Valley area of Carbon County. The grant focus is on education, prevention, treatment, and recovery of psychostimulants. Some examples of this year's grant activities include: building linkages within the community, addressing stigma and other community education related to SUD, incorporating screening tools for providers to identify and refer patients with SUD, expanding access to mental and behavioral health services, and developing resources to improve the workforce. County drug and alcohol agencies provided prevention activities at local school districts. Monthly meetings were held with community organizations such as drug and alcohol providers, local school districts and head start, as well as housing agencies to coordinate resources and ensure continuity of care. The recovery community was also a large part of this committee, using their lived experience to guide activities. During this year, SLUHN held a "Pathways to Recovery" event targeting community members in need of SUD assistance for themselves or a family member to connect to local organizations and providers. Over 30 community organizations set up exhibit tables and then a panel discussion was held that included representation from community partners from education/prevention, treatment, and recovery. PARTNERSHIPS AND COLLABORATIONS -------------------------------- - ALVERNIA UNIVERSITY - SCHUYLKILL COUNTY MENTAL HEALTH/DEVELOPMENTAL SERVICES AND DRUG & ALCOHOL PROGRAMS - CLINICAL OUTCOMES GROUP, INC. (COGI) - SCHUYLKILL REACH (SUD PREVENTION TASK FORCE) - SCHUYLKILL COUNTY DRUG AND ALCOHOL - EAST CENTRAL AREA HEALTH EDUCATION COUNCIL (AHEC) - HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) - LEHIGH CARBON COMMUNITY COLLEGE - HELPING HARVEST FOOD BANK - CHILD DEVELOPMENT, INC. - INTERFAITH HEALTH NETWORK - THE NURSE FAMILY PARTNERSHIP OF SCHUYLKILL COUNTY - SUICIDE PREVENTION TASK FORCE OF SCHUYLKILL COUNTY - SCHUYLKILL HOPE - SERVANTS TO ALL - SCHUYLKILL HIVE - THE SALVATION ARMY POTTSVILLE CORPS - THE SALVATION ARMY SCHUYLKILL SERVICE CENTER OF TAMAQUA - SCHUYLKILL UNITED WAY - DIAKON COMMUNITY SERVICES - LIFELONG LEARNING CENTER - SCHUYLKILL COMMUNITY ACTION - SEXUAL ASSAULT RESOURCE AND COUNSELING CENTER (SARCC) - SCHUYLKILL INTERMEDIATE UNIT #29 - RURAL COMMUNITY OPIOID RESPONSE PROGRAM (RCORP) - SCHUYLKILL COUNTY VETERAN SUICIDE PREVENTION COALITION Sponsorship =========== In FY 25, Geisinger St. Luke's provided community sponsorships to the following organizations serving our mutual community populations in need: - Avenues Foundation - Blue Mountain Gridiron Football Boosters - Blue Mountain School District - BSA Hawk Mountain Council - Diakon Learning and Living After 50 - Geisinger Health Foundation - Lager Jogger - Northeastern Pennsylvania Alliance - Orwigsburg Lions Club - Our Town Foundation - Pottstown Broadcast Co. - Pottsville Free Public Library - Roller Roost Sports Arena - Safe Berks - Schuylkill County Chamber of Commerce - Schuylkill County Fair - Schuylkill County United Way - Schuylkill County Historical Society - Schuylkill Chorale Society - The Actors Guild of Schuylkill County - The Jared Box Project In addition, Geisinger St. Luke's Campus provides healthy, low-cost meals for older adults and held the "fireside chat" educational series for people of all ages. For high school students, the campus held its inaugural mentorship program for high school students interested in health care careers. Also, the Campus participates in PennDOT's Adopt a Highway Program. Volunteers ========== In FY 25, Geisinger St. Luke's Campus volunteers provided 3,270 volunteer hours. CORE FORM, PART I, LINE 4 & CORE FORM, PART VI, LINE 1B THE ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH OF WHICH ARE THE TAX-EXEMPT PARENT ENTITIES OF THEIR RESPECTIVE INTEGRATED HEALTHCARE DELIVERY SYSTEMS. ALTHOUGH THIS FEDERAL FORM 990 SHOWS less than a majority of INDEPENDENT BOARD OF TRUSTEE MEMBERS UNDER THE INTERNAL REVENUE SERVICE ("IRS") DEFINITION, THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER AND HAS RECEIVED ITS TAX-EXEMPT STATUS FROM THE IRS PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS GOVERNED BY ITS BOARD OF TRUSTEES, WHICH IS COMPRISED SOLELY OF REPRESENTATIVES OF GEISINGER AND ST. LUKE'S. THUS, THE ORGANIZATION IS CONTROLLED BY GEISINGER AND ST. LUKE'S; BOTH OF WHICH ARE GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART V; QUESTION 2A AND CORE FORM, PART VII THIS ORGANIZATION'S FORM 990 REFLECTS NO COMPENSATED INDIVIDUALS FROM THIS ENTITY. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA (EIN: 23-1352213) ISSUES FORMS W-2 TO INDIVIDUALS WHO PROVIDE SERVICES AT GSL HOSPITAL, AND FILES THE APPLICABLE FORMS WITH THE INTERNAL REVENUE SERVICE. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALLOCATES THESE PAYMENTS TO THIS ORGANIZATION. CORE FORM, PART V; QUESTION 15 SCOTT R. WOLFE is the SVP Finance & CHIEF FINANCIAL OFFICER and Joel D. Fagerstrom is the EVP & Chief Operating Officer of St. Luke's University Health Network ("Network"). ALTHOUGH THESE INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213), THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. ACCORDINGLY, ST. LUKE'S HEALTH NETWORK, INC. FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI, SECTION A; QUESTION 3 IN MARCH 2018 GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S") ANNOUNCED THAT THE ORGANIZATIONS HAD ENTERED INTO A JOINT VENTURE TO BUILD A NEW ACUTE CARE HOSPITAL IN THE BOROUGH OF ORWIGSBURG PENNSYLVANIA. THIS ORGANIZATION OPERATES UNDER GEISINGER AND ST. LUKE'S AS A JOINT VENTURE, WITH FUNDING AND GOVERNANCE SHARED EQUALLY BETWEEN THE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. UNDER THE TERMS OF THE ORGANIZATION'S MANAGEMENT AGREEMENT, ST. LUKE'S PROVIDES CERTAIN MANAGEMENT, STAFFING AND OTHER SERVICES TO GSL HOSPITAL. ST. LUKE'S AND GEISINGER BOTH CONTRIBUTE PHYSICIANS AND SPECIALTY SUPPORT STAFF AND EXPERTISE. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 GEISINGER HEALTH AND ST. LUKE'S HEALTH NETWORK, INC. ARE THE SOLE MEMBERS OF THIS ORGANIZATION. THE ORGANIZATION IS MANAGED, CONDUCTED AND DIRECTED BY ITS BOARD OF TRUSTEES. IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, EACH MEMBER APPOINTS AN EQUAL NUMBER OF TRUSTEES TO ITS GOVERNING BODY (BOARD OF TRUSTEES). CORE FORM, PART VI, SECTION B; QUESTION 11B 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"). 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 ORGANIZATION'S FINANCE PERSONNEL TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL 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 FOR FINAL REVIEW AND APPROVAL. THEREAFTER, THE 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 HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. EVERY COVERED INDIVIDUAL IS REQUIRED TO SUBMIT, AT LEAST ANNUALLY, A CONFLICT-OF-INTEREST DISCLOSURE STATEMENT WHICH LISTS ALL FINANCIAL AND CONFLICTING INTERESTS. THESE DISCLOSURES ARE THEN SHARED WITH THE CHAIRMAN OF THE BOARD. IF A COVERED INDIVIDUAL DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE POTENTIAL CONFLICT MAY BE DISCLOSED TO THE ORGANIZATION'S GOVERNING BODY, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE COVERED INDIVIDUALS' PARTICIPATION. 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 ORGANIZATION'S CONFLICT OF INTEREST POLICY. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION CURRENTLY HAS NO COMPENSATED INDIVIDUALS. HOWEVER, THE COMPENSATION PAYABLE TO SENIOR EXECUTIVES AND MEDICAL CHIEFS WILL BE DETERMINED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE AND ITS BOARD OF TRUSTEES BASED ON GUIDANCE FROM AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT WITH EXPERTISE IN THIS FIELD. THE CONSULTANT IS ENGAGED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES. THE CONSULTANT WILL PROVIDE A FULL REPORT TO THE EXECUTIVE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES EVERY TWO YEARS. THE CONSULTANT WILL REVIEW THE ROLES OF THE ORGANIZATION'S EXECUTIVES, DETERMINE APPLICABLE PEER ORGANIZATIONS, COLLECT AND ANALYZES PUBLISHED COMPENSATION SURVEY DATA, CONFIRM THE DATA BASED ON PUBLICLY AVAILABLE INFORMATION AND COMPARE THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVES AND MEDICAL CHIEFS TO THE MARKET DATA. THE CONSULTANT WILL PROVIDE A REPORT OF ITS MARKET FINDINGS AND PRESENT THE REPORT TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FINALLY, THE CONSULTANT WILL PREPARE A LETTER COMMENTING ON THE REASONABLENESS OF THE ORGANIZATION'S COMPENSATION. A PORTION OF THE COMPENSATION PAYABLE TO SENIOR EXECUTIVES AND MEDICAL CHIEFS WILL BE CONTINGENT UPON THE ACHIEVEMENT OF PERFORMANCE MEASURES SET IN ADVANCE BY THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS FROM THE EXECUTIVE COMPENSATION COMMITTEE. THE CONTINGENT PORTION, REFERRED TO AS "INCENTIVE COMPENSATION", IS FORFEITED UPON FAILURE TO ACHIEVE A MINIMUM LEVEL OF OPERATING SURPLUS OR THE LOSS OF CERTAIN KEY HOSPITAL AND SERVICE LINE ACCREDITATIONS. THE PERFORMANCE MEASURES CHANGE FROM YEAR TO YEAR AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES AND TYPICALLY INCLUDE MEASURES BASED ON QUALITY, PATIENT SATISFACTION AND FISCAL RESPONSIBILITY. THE EXECUTIVE COMPENSATION COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS. THE WILL COMMITTEE REVIEW THE "TOTAL COMPENSATION" WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW WILL BE DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF SENIOR MANAGEMENT. 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 THE ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE PROPERTY AND AFFAIRS OF THE ORGANIZATION SHALL BE MANAGED, CONDUCTED AND DIRECTED BY ITS GOVERNING BODY (BOARD OF TRUSTEES). JOEL D. FAGERSTROM AND SCOTT R. WOLFE ARE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. FAGERSTROM IS THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER and MR. WOLFE IS THE SENIOR VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER. THESE INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HOWEVER, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. THEREFORE, THEIR 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. FORM 990 FOR THIS INFORMATION. JEFFREY ADAMS IS A MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. ADAMS IS AN EMPLOYEE OF GEISINGER HEALTH AND RECEIVES A FEDERAL FORM W-2 FROM GEISINGER CLINIC; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. ADAMS' REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE GEISINGER MEDICAL CENTER MUNCY (EIN: 85-1226106) FEDERAL FORM 990. PLEASE REFER TO THE GEISINGER MEDICAL CENTER MUNCY FORM 990 FOR THIS INFORMATION. GERALD V. MALONEY, D.O., FACP SERVED AS A MEMBER OF THIS ORGANIZTION'S GOVERNING BODY; AN UNCOMPENSATED POSITION, THROUGH JUNE 6, 2025. DR. MALONEY IS THE CHIEF MEDICAL OFFICER OF GEISINGER HOSPITALS. DR. MALONEY RECEIVES A FEDERAL FORM W-2 FROM GEISINGER CLINIC; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. DR. MALONEY'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE GEISINGER CLINIC (EIN: 23-6291113) FEDERAL FORM 990. PLEASE REFER TO THE GEISINGER CLINIC FORM 990 FOR THIS INFORMATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - NET TRANSFER TO GEISINGER HEALTH AND ST. LUKE'S HEALTH NETWORK - ($1,999,996). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS A JOINT VENTURE HOSPITAL BETWEEN GEISINGER HEALTH ("GEISINGER") AND ST. LUKE'S UNIVERSITY HEALTH NETWORK ("ST. LUKE'S"); BOTH TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEMS. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF GSL NETWORK FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TOGETHER, GEISINGER AND ST. LUKE'S HAVE OVERSIGHT OF THE ORGANIZATION'S FINANCES AND ASSUME THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. ST LUKE'S HEALTH NETWORK INC 1110 ST LUKES WAY ALLENTOWN PA 18109 232384282 HEALTH SVCS. PA 501(C)(3) 12A NA false GEISINGER HEALTH 100 N ACADEMY AVE DANVILLE PA 17822 231995911 HEALTH SVCS. PA 501(C)(3) 7 NA false GSLPG INC 1110 ST LUKES WAY ALLENTOWN PA 18109 825423865 HEALTH SVCS. PA 501(C)(3) 3 GSL HOSPITAL true false false false true true false false false false false false false false true true true true true true GSLPG INC E 1230946 COST GSLPG INC R 12510938 COST SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF GSL NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. 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.