TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) John Morahan...................................................................... Board Member/President/CEO	36.0 ................. 4.0	X	X	0	767,259	43,583
(2) Bruce G Smith...................................................................... Board Member/Chair	2.0 ................. 0.0	X	X	0	0	0
(3) J Andrew Weidman...................................................................... Board Member/Vice Chair	2.0 ................. 0.0	X	X	0	0	0
(4) Louis Borgatta MD...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(5) Carl N Botterbusch...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(6) Michael Duff...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(7) Robert P Flicker...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(8) Robert K Hippert DO...................................................................... Board Member/MEDICAL DIRECTOR	2.0 ................. 0.0	X		44,900	0	0
(9) Judge Linda K M Ludgate...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(10) Joseph Mariglio...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(11) Heidi B Masana...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(12) Sr Clare Christi Schiefer OSF...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(13) Jim Sweeney...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(14) Ivan Torres EdD...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(15) Robin Wittenstein...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(16) Douglas N Yocom...................................................................... Board Member	2.0 ................. 0.0	X		0	0	0
(17) David Lim...................................................................... Secretary/Treasurer/CFO	36.0 ................. 4.0		X	0	401,263	42,101

(A) Name and business address	(B) Description of services	(C) Compensation
Emergency Physicians Associates, PO Box 635016 CINCINNATI,OH45263	Physician Services	1,699,563
HCSC Blood Services, 1465 Valley Center Parkway BETHLEHEM,PA18017	Blood Services	1,401,751
Performance Interiors, 9801 Washington Boulevard GAITHERSBURG,MD20878	Food/Housekeeping	1,345,984
HCSC Laundry, 2171 28th Street ALLENTOWN,PA181037073	Laundry	957,334
Berks Cardiologists, 2605 Keiser Boulevard READING,PA19610	Physician Services	686,439
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 25

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization St Joseph Regional Health Network

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization St Joseph Regional Health Network		Employer identification number 23-1352211

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization St Joseph Regional Health Network			Employer identification number 23-1352211
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures ...................................................................................................................... SchCMd Bullet

Volunteer hours .............................................................................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................
c	Total lobbying expenditures (add lines 1a and 1b) .......................................................................
d	Other exempt purpose expenditures .........................................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ..............................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2012	(b) 2013	(c) 2014	(d) 2015	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2015

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Yes

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

8,298

Total. Add lines 1c through 1i ....................................................................................................

8,298

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Schedule C, Part II-B, Line 1	DESCRIPTION OF THE ACTIVITIES REPORTED ON LINES 1A THROUGH 1I: LINE 1F: THE FILING ORGANIZATION PAYS DUES TO THE ASSOCIATIONS LISTED BELOW WHO CONDUCT LOBBYING. THE AMOUNT OF DUES ALLOCATED TO LOBBYING EFFORTS IS NEGLIGIBLE. HOSPITAL & HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA AMERICAN HOSPITAL ASSOCIATION CATHOLIC HEALTH ASSOCIATION LINE 1J: COMPENSATION, BENEFITS, AND TRAVEL EXPENSES INCURRED FOR EMPLOYEES IN CONDUCTING LOBBYING EFFORTS.

Return Reference

Explanation

Schedule C, Part II-B, Line 1

DESCRIPTION OF THE ACTIVITIES REPORTED ON LINES 1A THROUGH 1I: LINE 1F: THE FILING ORGANIZATION PAYS DUES TO THE ASSOCIATIONS LISTED BELOW WHO CONDUCT LOBBYING. THE AMOUNT OF DUES ALLOCATED TO LOBBYING EFFORTS IS NEGLIGIBLE. HOSPITAL & HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA AMERICAN HOSPITAL ASSOCIATION CATHOLIC HEALTH ASSOCIATION LINE 1J: COMPENSATION, BENEFITS, AND TRAVEL EXPENSES INCURRED FOR EMPLOYEES IN CONDUCTING LOBBYING EFFORTS.

Schedule C (Form 990 or 990EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...	3,680,000		3,680,000
b	Buildings	76,832,656	3,635,335	73,197,321
c	Leasehold improvements	4,324,152	471,940	3,852,212
d	Equipment ...	20,428,802	3,661,929	16,766,873
e	Other ...	62,382		62,382
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				97,558,788

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
INTERCOMPANY PAYABLE	128,548,000
CAPITAL LEASES	12,764,846
ACCRUED EXPENSES	6,421,301
UNCLAIMED PROPERTY	135,043
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	147,869,190
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	664	782,915		782,915	0.350 %
b	Medicaid (from Worksheet 3, column a) . . . . .	49,949	31,678,801	23,576,123	8,102,678	3.660 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	50,613	32,461,716	23,576,123	8,885,593	4.010 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	6,892	275,741	1,240	274,501	0.120 %
f	Health professions education (from Worksheet 5) . . .	33	175,297	2,500	172,797	0.080 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	585,468	136,171		136,171	0.060 %
j	Total. Other Benefits . .	592,393	587,209	3,740	583,469	0.260 %
k	Total. Add lines 7d and 7j .	643,006	33,048,925	23,579,863	9,469,062	4.270 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015

Schedule H (Form 990) 2015

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(e) Net community building expense
1	Physical improvements and housing
2	Economic development
3	Community support	2	340	4,871	4,871
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other	2	800	7,759	7,759
10	Total	4	1,140	12,630	12,630

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

15,209,752

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

45,558,734

Enter Medicare allowable costs of care relating to payments on line 5.....

48,182,356

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-2,623,622

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2015

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions) How many hospital facilities did the organization operate during the tax year?1 Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	ST JOSEPH MEDICAL CENTER 2500 BERNVILLE ROAD READING,PA19605 WWW.THEFUTUREOFHEALTHCARE.ORG 710501	X	X	X	X	X

Schedule H (Form 990) 2015

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	ST JOSEPH MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 16

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.THEFUTUREOFHEALTHCARE.ORG

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.THEFUTUREOFHEALTHCARE.ORG

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2015

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	ST JOSEPH MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of % and FPG family income limit for eligibility for discounted care of %

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

see Part V narrative

The FAP application form was widely available on a website (list url):

see Part V narrative

A plain language summary of the FAP was widely available on a website (list url):
see Part V narrative

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2015

Page 6

Part VFacility Information (continued)

	ST JOSEPH MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that
can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2015

Page 7

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
SCHEDULE H, general statement	The policies discussed throughout St. Joseph Regional Health Network's Form 990 Schedule H were formed when SJRHN was affiliated with Catholic Health Initiatives (CHI). Those policies continue to be followed by SJRHN now under affiliation with Penn State Health. SCHEDULE H, PART V, SEC B, LINE 5 Input for Community Health Needs Assessment: THIS NEEDS ASSESSMENT WAS OVERSEEN BY A STEERING COMMITTEE OF REPRESENTATIVES FROM ST. JOSEPH REGIONAL HEALTH NETWORK, BERKS COUNTY COMMUNITY FOUNDATION, READING HEALTH SYSTEM, AND UNITED WAY OF BERKS COUNTY. AN ADVISORY COMMITTEE OF 17 REPRESENTATIVES FROM BERKS COUNTY COMMUNITY ORGANIZATIONS WAS APPOINTED BY THE STEERING COMMITTEE TO PROVIDE INPUT FROM THE COMMUNITY. THE ADVISORY COMMITTEE SUPPLIED GUIDANCE AT ALL STAGES OF THE NEEDS ASSESSMENT PROCESS. ADVISORY BOARD INDIVIDUALS REPRESENTING ORGANIZATIONS WITH FIRST-HAND KNOWLEDGE OF COMMUNITY HEALTH NEEDS INCLUDED: PRIMARY CARE AND SPECIALTY PHYSICIANS, LOCAL FQHC, COUNTY MENTAL HEALTH, WELLNESS SERVICES FOR HIV/AIDS, HISPANIC CENTER, AND MIGRANT FARM WORKERS, AS WELL AS A DOCTORAL STUDENT IN PUBLIC HEALTH FROM THE LOCAL COLLEGE.
SCHEDULE H, PART V, SEC B, LINE 6A/6B	OTHER HOSPITAL FACILITIES INCLUDED IN NEEDS ASSESSMENT: ST. JOSEPH REGIONAL HEALTH NETWORK PARTNERED WITH THE OTHER NON-PROFIT HOSPITAL IN BERKS COUNTY (READING HEALTH SYSTEM) TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE BERKS COUNTY COMMUNITY FOUNDATION AND UNITED WAY OF BERKS COUNTY WERE ALSO KEY PARTICIPANTS IN THE ASSESSMENT PROCESS.
SCHEDULE H, PART V, SEC B, LINE 11	addressing or not addressing significant needs: The identified needs, in prioritized order of the community were: - Access to Care - Obesity - Chronic Illness - Behavioral/Mental Health On April 18, 2016, the Berks County Health Collaborative Advisory Committee met to discuss feedback secured during the Summit meeting and to make a final recommendation on the prioritized needs of the community. After reviewing and evaluating the information, the advisory group made a recommendation to prioritize the following health needs: - Obesity - Behavioral/Mental Health
SCHEDULE H, PART V, SEC B, LINE 13b	income level other than FPG for eligibility: ST. JOSEPH REGIONAL HEALTH NETWORK (SJRHN) BASES ITS FINANCIAL ASSISTANCE ELIGIBILITY ON HUD'S 130% OF VERY LOW INCOME GUIDELINES BASED ON GEOGRAPHY, AND AFFORDS THE UNINSURED AND UNDERINSURED THE ABILITY TO OBTAIN FINANCIAL ASSISTANCE WRITE-OFFS, BASED ON A SLIDING SCALE, RANGING FROM 55%-100% OF CHARGES. AN INDIVIDUAL'S INCOME UNDER THE HUD GUIDELINES IS A SIGNIFICANT FACTOR IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. HOWEVER, IN DETERMINING WHETHER TO EXTEND DISCOUNTED OR FREE CARE TO A PATIENT, THE PATIENT'S ASSETS MAY ALSO BE TAKEN INTO CONSIDERATION. FOR EXAMPLE, A PATIENT SUFFERING A CATASTROPHIC ILLNESS MAY HAVE A REASONABLE LEVEL OF INCOME, BUT A LOW LEVEL OF LIQUID ASSETS SUCH THAT THE PAYMENT OF MEDICAL BILLS WOULD BE SERIOUSLY DETRIMENTAL TO THE PATIENT'S BASIC FINANCIAL (AND ULTIMATELY PHYSICAL) WELL-BEING AND SURVIVAL. SUCH A PATIENT MAY BE EXTENDED DISCOUNTED OR FREE CARE BASED UPON THE FACTS AND CIRCUMSTANCES.
SCHEDULE H, PART V, SEC B, LINE 16	The financial assistance policy, application and plain language summary is available at the following website: www.thefutureofhealthcare.org/patients-visitors/financial-assistance/
SCHEDULE H, PART V, SEC B, LINE 22d	HOW AMOUNTS CHARGED TO FAP-ELIGIBLE PATIENTS WERE DETERMINED: ST. JOSEPH REGIONAL HEALTH NETWORK USES THE AVERAGE OF COMMERCIAL PLANS TO DETERMINE THE MAXIMUM AMOUNTS THAT COULD BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY CARE OR OTHER MEDICALLY NECESSARY CARE.

Schedule H (Form 990) 2015

Page 8

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?16
Name and address		Type of Facility (describe)
1	READING DOWNTOWN CAMPUS 145 N 6TH STREET READING,PA19601	CLINIC/X-RAY/CT-LAB
2	ST JOSEPH HEALTH NETWORK-ST LAWRENCE 120 PROSPECT STREET READING,PA19606	DRAW STATION
3	ST JOSEPH HEALTH NETWORK-ELVERSON 45 SOUTH PINE STREET ELVERSON,PA19520	DIAG/URGENT CARE
4	ST JOSEPH HEALTH NETWORK-SHELBORNE 5400 PERKIOMEN AVENUE READING,PA19606	REHAB
5	ST JOSEPH HEALTH NETWORK-STRAUSSTOWN 44 EAST AVENUE STRAUSSTOWN,PA19559	DIAG/URGENT CARE
6	ST JOSEPH HEALTH NETWORKMAIDENCREEK 108 PLAZA DRIVE SUITE 101 BLANDON,PA19510	THERAPY, X-RAY, PE
7	ST JOSEPH HEALTH NETWORK-SPRING RIDGE 2605 KEISER BLVD SUITE 200 WYOMISSING,PA19610	CARDIAC REHAB/LAB
8	ST JOSEPH HEALTH NETWORK-BROADCASTING 2610 KEISER BLVD WYOMISSING,PA19610	LAB & PT THERAPY
9	ST JOSEPH HEALTH NETWORK-BERKS IMAGING 1330 PENN AVENUE WYOMISSING,PA19610	IMAGING
10	ST JOSEPH HEALTH NETWORK-LEESPORT SCHOOLSIDE PLAZA-RT 61 AND WALL ST KENHORST,PA19533	LAB DRAW AND X-RAY
11	ST JOE QUALITY MED LAB-SINKING SPRING 4400 PENN AVENUE SINKING SPRING,PA19608	CARDIAC REHAB/LAB
12	ST JOE QUALITY MED LAB-BIRDSBORO RT 724 MAPLE SPRINGS BIRDSBORO,PA19508	DRAW STATION
13	ST JOE QUALITY MED LAB-HEALTHSOUTH 1623 MORGANTOWN ROAD READING,PA19607	DRAW STATION
14	ST JOE QUALITY MED LAB-BOYERTOWN FIFTH AND MONTGOMERY AVENUES BOYERTOWN,PA19512	DRAW STATION
15	ST JOE QUALITY MED LAB-RICHMOND 1800 N 12TH STREET READING,PA19604	LAB
16	THE HERITAGE OF GREEN HILLS 10 TRANQUILITY LANE READING,PA19607	LAB DRAW

Schedule H (Form 990) 2015

Page 9

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Schedule H, Part I, Line 3c	ELIGIBILITY CRITERIA FOR FREE OR DISCOUNTED CARE: WHEN CATHOLIC HEALTH INITIATIVES ((CHI) THE PREVIOUS PARENT ORGANIZATION TO ST. JOSEPH REGIONAL HEALTH NETWORK) ESTABLISHED ITS FINANCIAL ASSISTANCE POLICY IT WAS DETERMINED THAT ESTABLISHING A HOUSEHOLD INCOME SCALE BASED ON THE HUD VERY LOW INCOME GUIDELINES MORE ACCURATELY REFLECTS THE SOCIOECONOMIC DISPERSIONS AMONG THE URBAN AND RURAL COMMUNITIES IN 18 STATES SERVED BY CHI HOSPITALS AND HEALTH CARE FACILITIES. IN COMPARING HUD GUIDELINES TO THE FEDERAL POVERTY GUIDELINES (FPG), WE FIND THAT ON AVERAGE HUD GUIDELINES COMPUTE TO APPROXIMATELY 200% TO 250% (AND SOMETIMES 300%) OF FPG. ST. JOSEPH REGIONAL HEALTH NETWORK (SJRHN) BASES ITS FINANCIAL ASSISTANCE ELIGIBILITY ON HUD'S 130% OF VERY LOW INCOME GUIDELINES BASED ON GEOGRAPHY, AND AFFORDS THE UNINSURED AND UNDERINSURED THE ABILITY TO OBTAIN FINANCIAL ASSISTANCE WRITE-OFFS, BASED ON A SLIDING SCALE, RANGING FROM 55%-100% OF CHARGES. AN INDIVIDUAL'S INCOME UNDER THE HUD GUIDELINES IS A SIGNIFICANT FACTOR IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE. HOWEVER, IN DETERMINING WHETHER TO EXTEND DISCOUNTED OR FREE CARE TO A PATIENT, THE PATIENT'S ASSETS MAY ALSO BE TAKEN INTO CONSIDERATION. FOR EXAMPLE, A PATIENT SUFFERING A CATASTROPHIC ILLNESS MAY HAVE A REASONABLE LEVEL OF INCOME, BUT A LOW LEVEL OF LIQUID ASSETS SUCH THAT THE PAYMENT OF MEDICAL BILLS WOULD BE SERIOUSLY DETRIMENTAL TO THE PATIENT'S BASIC FINANCIAL (AND ULTIMATELY PHYSICAL) WELL-BEING AND SURVIVAL. SUCH A PATIENT MAY BE EXTENDED DISCOUNTED OR FREE CARE BASED UPON THE FACTS AND CIRCUMSTANCES.
Schedule H, Part I, Line 6a	COMMUNITY BENEFIT REPORT: ST. JOSEPH REGIONAL HEALTH NETWORK PREPARES ITS OWN COMMUNITY BENEFIT REPORT.
SCHEDULE H, PART I, LINE 7	COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE: A COST ACCOUNTING SYSTEM WAS NOT USED TO COMPUTE AMOUNTS IN THE TABLE; RATHER COSTS IN THE TABLE WERE COMPUTED USING THE ORGANIZATION'S COST-TO-CHARGE RATIO. THE COST-TO-CHARGE RATIO COVERS ALL PATIENT SEGMENTS. BASED ON THAT FORMULA, [$171,047,606/$740,493,516] RESULTS IN A 23.10% COST-TO-CHARGE RATIO.
SCHEDULE H, PART I, LINE 7, COL(F)	BAD DEBT EXPENSE EXCLUDED FROM FINANCIAL ASSISTANCE CALCULATION: $15,209,752
SCHEDULE H, PART I, LINE 7G	SUBSIDIZED HEALTH SERVICES: THERE ARE NO PHYSICIAN CLINICS INCLUDED IN SUBSIDIZED HEALTH SERVICES. Part II Community Building Activities: St. Joseph Regional Health Network incurred expenses for community support and other various programming throughout the fiscal year.
SCHEDULE H, PART III, LINE 2	BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT: COSTING METHODOLOGY FOR AMOUNTS REPORTED ON LINE 2 IS DETERMINED USING THE ORGANIZATION'S COST/CHARGE RATIO OF 23.10%. WHEN DISCOUNTS ARE EXTENDED TO SELF-PAY PATIENTS, THESE PATIENT ACCOUNT DISCOUNTS ARE RECORDED AS A REDUCTION IN REVENUE, NOT AS BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 3	BAD DEBT EXPENSE METHODOLOGY: ST. JOSEPH REGIONAL HEALTH NETWORK (SJRHN) DOES NOT BELIEVE THAT ANY PORTION OF BAD DEBT EXPENSE COULD REASONABLY BE ATTRIBUTED TO PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE SINCE AMOUNTS DUE FROM THOSE INDIVIDUALS' ACCOUNTS WILL BE RECLASSIFIED FROM BAD DEBT EXPENSE TO CHARITY CARE WITHIN 30 DAYS FOLLOWING THE DATE THAT THE PATIENT IS DETERMINED TO QUALIFY FOR CHARITY CARE.
SCHEDULE H, PART III, LINE 4	BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE: ST. JOSEPH REGIONAL HEALTH NETWORK (SJRHN) DOES NOT ISSUE SEPARATE COMPANY AUDITED FINANCIAL STATEMENTS. HOWEVER, THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF PENN STATE HEALTH. THE CONSOLIDATED FOOTNOTE READS AS FOLLOWS: PATIENT ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE, MANAGEMENT ANALYZES PAST HISTORY AND IDENTIFIES TRENDS FOR EACH MAJOR PAYOR SOURCE OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, MANAGEMENT ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES FROM SELF-PAY PATIENTS THE SUBSIDIARIES OF PENN STATE HEALTH RECORD A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. IN ESTIMATING THE ALLOWANCE FOR DOUBTFUL ACCOUNTS, ACCOUNT AGE IS TAKEN INTO CONSIDERATION. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SCHEDULE H, PART III, LINE 8	COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS: USING ESSENTIALLY THE SAME MEDICARE COST REPORT PRINCIPLES AS TO THE ALLOCATION OF GENERAL SERVICES COSTS AND APPORTIONMENT METHODS, SJRHN CALCULATES A PAYER'S GROSS ALLOWABLE COSTS BY SERVICE (SO AS TO FACILITATE A CORRESPONDING COMPARISON BETWEEN GROSS ALLOWABLE COSTS AND ULTIMATE PAYMENTS RECEIVED). THE TERM GROSS ALLOWABLE COSTS MEANS COSTS BEFORE ANY DEDUCTIBLES OR CO-INSURANCE ARE SUBTRACTED. ST. JOSEPH REGIONAL HEALTH NETWORK'S ULTIMATE REIMBURSEMENT WILL BE REDUCED BY ANY APPLICABLE COPAYMENT/DEDUCTIBLE. WHERE MEDICARE IS THE SECONDARY INSURER, AMOUNTS DUE FROM THE INSURED'S PRIMARY PAYER WERE NOT SUBTRACTED FROM MEDICARE ALLOWABLE COSTS BECAUSE THE AMOUNTS ARE TYPICALLY IMMATERIAL. ALTHOUGH NOT PRESENTED ON THE MEDICARE COST REPORT, IN ORDER TO FACILITATE A MORE ACCURATE UNDERSTANDING OF THE TRUE COST OF SERVICES (FOR SHORTFALL PURPOSES) SJRHN ALLOWS A HEALTH CARE FACILITY NOT TO OFFSET COSTS THAT MEDICARE CONSIDERS TO BE NON-ALLOWABLE, BUT FOR WHICH THE FACILITY CAN LEGITIMATELY ARGUE ARE RELATED TO THE CARE OF THE FACILITY'S PATIENTS. IN ADDITION, ALTHOUGH NOT REPORTABLE ON THE MEDICARE COST REPORT, SJRHN INCLUDES THE COST OF SERVICES THAT ARE PAID VIA A SET FEE-SCHEDULE RATHER THAN BEING REIMBURSED BASED ON COSTS (E.G. OUTPATIENT CLINICAL LABORATORY). FINALLY, SJRHN ALLOWS A FACILITY TO INCLUDE OTHER HEALTH CARE SERVICES PERFORMED BY A SEPARATE FACILITY (SUCH AS A PHYSICIAN PRACTICE) THAT ARE MAINTAINED ON SEPARATE BOOKS AND RECORDS (AS OPPOSED TO THE MAIN FACILITY'S BOOKS AND RECORDS WHICH HAS ITS COSTS OF SERVICE INCLUDED WITHIN A COST REPORT). TRUE COSTS OF MEDICARE COMPUTED USING THIS METHODOLOGY: TOTAL MEDICARE REVENUE: $45,558,734 TOTAL MEDICARE COSTS: $48,182,356 SURPLUS OR (SHORTFALL): $(2,623,622) ST. JOSEPH REGIONAL HEALTH NETWORK BELIEVES THAT EXCLUDING MEDICARE LOSSES FROM COMMUNITY BENEFIT MAKES THE OVERALL COMMUNITY BENEFIT REPORT MORE CREDIBLE FOR THESE REASONS: UNLIKE SUBSIDIZED AREAS SUCH AS BURN UNITS OR BEHAVIORAL-HEALTH SERVICES, MEDICARE IS NOT A DIFFERENTIATING FEATURE OF TAX-EXEMPT HEALTH CARE ORGANIZATIONS. IN FACT, FOR-PROFIT HOSPITALS FOCUS ON ATTRACTING PATIENTS WITH MEDICARE COVERAGE, ESPECIALLY IN THE CASE OF WELL-PAID SERVICES THAT INCLUDE CARDIAC AND ORTHOPEDICS. SIGNIFICANT EFFORT AND RESOURCES ARE DEVOTED TO ENSURING THAT HOSPITALS ARE REIMBURSED APPROPRIATELY BY THE MEDICARE PROGRAM. THE MEDICARE PAYMENT ADVISORY COMMISSION (MEDPAC), AN INDEPENDENT CONGRESSIONAL AGENCY, CAREFULLY STUDIES MEDICARE PAYMENT AND THE ACCESS TO CARE THAT MEDICARE BENEFICIARIES RECEIVE. THE COMMISSION RECOMMENDS PAYMENT ADJUSTMENTS TO CONGRESS ACCORDINGLY. THOUGH MEDICARE LOSSES ARE NOT INCLUDED BY CATHOLIC HOSPITALS AS COMMUNITY BENEFIT, THE CATHOLIC HEALTH ASSOCIATION GUIDELINES ALLOW HOSPITALS TO COUNT AS COMMUNITY BENEFIT SOME PROGRAMS THAT SPECIFICALLY SERVE THE MEDICARE POPULATION. FOR INSTANCE, IF HOSPITALS OPERATE PROGRAMS FOR PATIENTS WITH MEDICARE BENEFITS THAT RESPOND TO IDENTIFIED COMMUNITY NEEDS, GENERATE LOSSES FOR THE HOSPITAL, AND MEET OTHER CRITERIA, THESE PROGRAMS CAN BE INCLUDED IN THE CHA FRAMEWORK IN CATEGORY C AS SUBSIDIZED HEALTH SERVICES. MEDICARE LOSSES ARE DIFFERENT FROM MEDICAID LOSSES, WHICH ARE COUNTED IN THE CHA COMMUNITY BENEFIT FRAMEWORK, BECAUSE MEDICAID REIMBURSEMENTS GENERALLY DO NOT RECEIVE THE LEVEL OF ATTENTION PAID TO MEDICARE REIMBURSEMENT. MEDICAID PAYMENT IS LARGELY DRIVEN BY WHAT STATES CAN AFFORD TO PAY, AND IS TYPICALLY SUBSTANTIALLY LESS THAN WHAT MEDICARE PAYS.
SCHEDULE H, PART III, LINE 9b	COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE: ST. JOSEPH REGIONAL HEALTH NETWORK'S (SJRHN) DEBT COLLECTION POLICY PROVIDES THAT SJRHN WILL PERFORM A REASONABLE REVIEW OF EACH INPATIENT ACCOUNT PRIOR TO TURNING AN ACCOUNT FOR TO A THIRD-PARTY COLLECTION AGENT AND PRIOR TO INSTITUTING ANY LEGAL ACTION FOR NON-PAYMENT, TO ASSURE THAT THE PATIENT AND PATIENT GUARANTOR ARE NOT ELIGIBLE FOR ANY ASSISTANCE PROGRAM (E.G. MEDICAID) AND DO NOT QUALIFY FOR COVERAGE THROUGH ST. JOSEPH MEDICAL CENTER'S COMMUNITY ASSISTANCE POLICY. AFTER HAVING BEEN TURNED OVER TO A THIRD-PARTY COLLECTION AGENT, ANY PATIENT ACCOUNT THAT IS SUBSEQUENTLY DETERMINED TO MEET SJRHN COMMUNITY ASSISTANCE POLICY IS REQUIRED TO BE RETURNED IMMEDIATELY BY THE THIRD- PARTY COLLECTION AGENT TO SJRHN FOR APPROPRIATE FOLLOW-UP SJRHN REQUIRES ITS THIRD-PARTY COLLECTION AGENTS TO INCLUDE A MESSAGE ON ALL STATEMENTS INDICATING THAT IF A PATIENT OR PATIENT GUARANTOR MEETS CERTAIN STIPULATED INCOME REQUIREMENTS, THE PATIENT OR PATIENT GUARANTOR MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. SJRHN'S CONTRACTS WITH THIRD PARTY COLLECTION AGENCIES INCLUDE THE FOLLOWING STANDARDS: - NEITHER SJRHN NOR THEIR COLLECTION AGENCIES WILL REQUEST BENCH OR ARREST WARRANTS AS A RESULT OF NON-PAYMENT; - NEITHER SJRHN NOR THEIR COLLECTION AGENCIES WILL SEEK LIENS THAT WOULD REQUIRE THE SALE OR FORECLOSURE OF A PRIMARY RESIDENCE; AND - NO COLLECTION AGENCY MAY SEEK COURT ACTION WITHOUT HOSPITAL APPROVAL. FINALLY, COLLECTION AGENCIES ARE TRAINED ON SJRHN'S MISSION, CORE VALUES AND STANDARD OF CONDUCT TO MAKE SURE ALL PATIENTS ARE TREATED WITH DIGNITY AND RESPECT.
SCHEDULE H, PART VI, LINE 2	COMMUNITY HEALTH NEEDS ASSESSMENT: It is was generally recognized that the health of the community was not the responsibility of any one entity, but rather required the coordinated efforts of many entities public and private to realize an improved health status of a community. Penn State Health St. Joseph Health Network has a strong history of working together to advance community health. In 2012, as mandated by the Affordable Care Act (ACA) we partnered with others to conduct a Community Health Needs Assessment with a goal of implementing programs for meeting any needs that are identified. This health assessment provided a consensus on needs to establish interventions, solutions and collective action to reduce the prevalence of key health indicators. It also provided critical information upon which to make effective resource and program investments and offers a framework for updating data and measuring outcomes. The purpose of the needs assessment is to identify and prioritize community health needs so that these organizations can develop strategies and implementation plans that benefit the public as well. Following the completion of the CHNA research, Berks County Health Collaborative held its first Berks County Health Collaborative Summit on April 7, 2016 at the Reading Area Community College in Reading, Pennsylvania. The meeting highlighted key research findings and facilitated community discussion and prioritization of identified needs. The identified needs, in prioritized order of the community were: - Access to Care - Obesity - Chronic Illness - Behavioral/Mental Health On April 18, 2016, the Berks County Health Collaborative Advisory Committee met to discuss feedback secured during the Summit meeting and to make a final recommendation on the prioritized needs of the community. After reviewing and evaluating the information, the advisory group made a recommendation to prioritize the following health needs: - Obesity - Behavioral/Mental Health Access indicators appear to be generally favorable for Berks County residents, with most residents reporting having health care coverage and a primary care physician. However, findings from the key informant interviews and focus groups suggest that residents still struggle when accessing vital health care services. Specifically, challenges related to insufficient number of bi-lingual providers, mental health providers, providers accepting Medicaid/Medical Assistance and lack of transportation for medical appointments were some of the major barriers that were identified. Another notable finding was more than two out of five residents had some economic hardships, around one in eleven skipped medical treatment due to cost, and around one in nine did not fill a prescription due to cost in the past year. Key informant interviews also corroborate this finding in that nearly 80% of participants selected, inability to pay out of pocket expenses such as co-pays and prescriptions, as the most significant barrier to accessing care. Long wait times were also found to present key barriers, especially when one is trying to secure an appointment with a specialist. The research indicates health disparities exist within certain populations. Those groups include: Low income or poor residents, older residents and minorities, specifically, Latinos. Over the next three year period, interventions should be targeted at these groups. The full needs assessment can be accessed at this link: http://www.thefutureofhealthcare.org/assets/community-health-needs-assessm ent.pdf
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: We believe that receiving healthcare is a basic human right. Our Catholic healing tradition teaches that access to necessary healthcare should never be based on the ability to pay. St. Joseph participates in the widest number of insurance programs of the hospitals in the region. We realize that many people either cannot afford health insurance or do not have enough insurance to cover their bills. Those are the reasons for our Payment Options and Financial Assistance Program, which is publicly posted on the hospital website www.thefutureofhealthcare.org. A price estimator also was added in order to further create price and cost transparency. We understand that the need for health care and hospital services is often unplanned, and some patients may not have sufficient insurance, or may be unable to pay their entire bill right away. We assure patients that admission to Penn State Health St. Joseph is a medical, not a financial, decision. And, for those who need to take advantage of our financial assistance programs, we provide the necessary assistance in completing applications that help to determine eligibility for federal, state or county government health care assistance. We also offer Penn State Health St. Josephs own assistance plan that can pay all or a significant portion of hospital bills.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION: Penn State Health St. Joseph was founded originally as St. Joseph Hospital by the Sisters of St. Francis in 1873 to provide healthcare services to the people of the City of Reading. As the only Catholic-sponsored hospital to serve the community, St. Joseph embraced the mission of the founding religious congregation. For 143 years, St. Joseph has served the entire Reading and Berks Community with a focus on providing care to all who need it without regard to ability to pay, a philosophy that has driven the mission of St. Joseph. It's a mission that is as important today as it was to the Sisters of St. Francis given that the City of Reading has been among the poorest cities in America. This distinction has proven the need for access to healthcare services that are provided with compassion and without discrimination. Penn State Health St. Joseph is a non-profit network consisting of St. Joseph Medical Center, St. Joseph Downtown Reading Campus, St. Joseph Medical Group and St. Joseph Physician Hospital Organization. Founded in 1873 by the Sisters of St. Francis, the network provides a full-range of outpatient and inpatient diagnostic, medical and surgical services. The 380,000 sq. ft., 212-bed state-of-the-art hospital and health campus opened in late 2006 on 40 acres in Bern Township. Routinely ranked among the Top 50 Heart Hospitals in the country in quality metrics, St. Joseph also is nationally certified as a Center of Excellence in Chest Pain, Stroke and Heart Failure. Nursing care at St. Joseph also has earned the distinction as a Pathways to Excellence accredited facility. St. Joseph has 16 Ambulatory Care Centers across Berks County, providing care to where the community lives and works. St. Josephs Downtown Reading Campus at 6th and Walnut Streets anchors the ambulatory network and is the largest primary care provider in the City of Reading, operating out of a thriving 266,000 square foot facility that provides family practice, womens and childrens services and diagnostic services. The downtown facility has been lauded as a model for inner city primary care as well as offers innovative patient center approaches to maternity and diabetes management. It also is pioneering the implementation of patient centered medical home practices. St. Joseph Medical Group is a network of 100 plus physicians and mid-level providers. The group includes: specialists in Internal Medicine, Family Medicine, Hospitalists, Orthopedics and Sports Medicine, Gynecology and Obstetrics, Neurology, Neurosurgery, General Surgery, Womens Services and Vascular Surgery and is committed to providing the Berks community with the best medical care available from board certified and fellowship-trained physicians. St. Josephs 380 member medical staff consists of board certified and fellowship trained physicians. St. Joseph also offers a family practice medical residency program, and provides clinical training for several nursing and allied health professionals. The network has nearly 1600 employees, $220 million in annual revenues and nearly 50,000 annual emergency room visits. St. Joseph reduces the burdens of the government to meet the communitys growing and diverse health needs by reaching out through its two campuses and multiple outpatient facilities. We have a responsibility to care for people who come to us for services and also to seek out the unmet needs of people who lack basic essentials every day. We also partner with local organizations to help improve health and quality of life for the poor, marginalized and vulnerable. We provide quality and compassionate care to all as we reach deeply into the community to participate in numerous activities with other non-profit, educational and social services agencies. Our Community Benefit activities are designed to: - Identify and increase awareness of health needs in Reading and Berks County. - Provide medical, spiritual and financial resources to meet those needs. - Create collaboration among community organizations that focus on health and well-being. St. Joseph is governed by a volunteer board of directors made up of a broad cross-section of local community and business leaders. The hospital participates in the widest range of private and government insurances of any hospital in the region and, according to the Pennsylvania Health Care Cost Containment Council, continues to provide care for a high percentage of Medicaid and non-paying patients compared to net patient revenue in a region that covers hospitals in Berks, Lehigh, Northampton, Schuylkill, Northumberland and Carbon Counties (see www.phc4.org). Located in Reading, PA, Penn State Health St. Joseph serves primarily Berks County, PA. The City of Reading has a population of 87,833 and when combined with the remaining population of Berks County, the health network serves approximately 417,554 residents. The media age of the city of Reading about 30 years old, nine years younger than that of the county and a reflection of the growing Latino population. The median signals the type of care most needed in the city and is reflected in the St. Joseph's efforts to provide patients with access to primary care physicians at its Downtown Reading Campus. Most notably, Reading the fifth largest city in the state of Pennsylvania - is a young, but ethnically diverse, with the Hispanic population accounting for nearly 60 percent of those who live in the City. The median household income is less than half of that of the total county. The city itself is financially challenged, and remains among the poorest cities in America.
SCHEDULE H, PART VI, LINE 5	The heart of our mission is to touch and improve the lives in body, mind and spirit of as many people as possible who live in our extended community. We are making a difference with our numerous outreach efforts for which our staff gives unselfishly of their time. Among our programs are: -An Award for Better Breast Health: Penn State Health St. Joseph was selected as a winner in the Community Benefit category for its project, Better Breast Health Initiative: Breast Screening for the Uninsured Population. This innovative project was specifically developed to provide breast health education and screenings to the uninsured female population. Through the program, Penn State Health St. Joseph was able to provide breast imaging services for over 300 uninsured women. This initiative exemplifies Penn State Health St. Josephs commitment to the well-being of its patients and community. The HAP Achievement Awards represent Pennsylvanias health care innovation and forward-thinking during a time when much is changing in the health care industry. Fifteen judges representing the public and private sectors, health care, and business organizations chose 15 award winners. -Family and Womens Care and Family Practice Clinic in Center City: St. Joseph Family and Womens Care provides comprehensive outpatient primary care that includes services in family practice, pediatrics, and OB/GYN. The Center serves as an entry point into the continuum of care offered by Penn State Health St. Joseph. Physicians, Physician Assistants, Certified Registered Nurse Practitioners, Certified Nurse Midwives, Social Workers, Nurse Navigators, Nurses and Medical Assistants collaborate to provide an interdisciplinary approach to meet the individual healthcare needs of our patients. We offer age-appropriate health, psychological care that is culturally sensitive. Health maintenance education and wellness programs are also offered. This clinic serves as an outreach health program for an underserved patient population in the City of Reading and participates in all of the local health insurance plans including all of the Medical Assistance Plans. Access to primary healthcare is a significant issue for residents of Berks County. While it is true that residents all across Pennsylvania have to face the consequences of having too few primary care physicians in their communities it remains a problem that many county residents report not having a personal health care provider at a rate that is higher than the state average and higher than the surrounding counties. Latinos are more than three times as likely to report not having a primary health care provider as the Whites. Further, many Latinos face the significant socioeconomic barriers of poverty, language, lack of health insurance and cultural issues, including social support and attitudes about healthcare. The Downtown Campus also is home to Haven Behavioral Health, a full-service, inpatient psychiatric unit providing comprehensive and state of the art behavioral health services to wide range of patients and conditions. -About Centering Pregnancy: St. Joseph offers Centering Pregnancy a multifaceted group model of care that integrates the three major components of care health assessment, education, and support into a unified program within a group setting. Eight to twelve women with similar gestational ages meet together, learn care skills, participate in a facilitated discussion and develop a support network with other group members. Each group meets for at least 10 sessions throughout pregnancy and early postpartum and each session lasts approximately 90 minutes. Within the group space, the medical practitioner and care team complete standard physical health assessments for the women. Through this unique model of care, women are empowered to choose health-promoting behaviors. The effectiveness of this model and delivery of care has been measured by health outcomes for pregnancies, specifically increased birth weight and the gestational age of the mother at delivery. Additionally, scores show increased satisfaction by both the mother and the healthcare providers. Centering Pregnancy groups provide a dynamic atmosphere for learning and sharing that is impossible to create in a one-to-one encounter. Instead of short visits alone with a provider, Centering Pregnancy group participants receive approximately 20 hours of prenatal care across pregnancy, compared to about 2 total hours all at no additional cost. Centering Pregnancy is prenatal care that serves the general needs of all pregnant women and meets the special needs of racial and ethnic groups. This prenatal care model transcends barriers to bring women together to share what they have in common: the desire to have a healthy baby and a safe, satisfying labor and delivery experience. Hearing other women share concerns which mirror their own helps the woman to normalize the whole experience of pregnancy. St. Joseph has implemented Centering Pregnancy at our Downtown Reading Campus, and is reaching out to the community by hosting groups at other community based organization sites. -Centering Diabetes Promotes SelfManagement: Centering Diabetes classes are modeled on Centering pregnancy classes and are designed to help diabetics to access clinicians, therapists, dieticians and health educators and to participate in classes about nutrition, exercise, medications, and lifestyle and coping skills. The goal is to help patients to not be afraid of having diabetes to see that they can take care of themselves and that the disease is manageable. The program promotes self-management of the disease to achieve treatment goals that bring about healthy outcomes. -COMBATING YOUTH VIOLENCE: Violence prevention isnt often thought of as a traditional means of delivering healthcare. But it makes sense that Penn State Health St. Joseph should be at the forefront of this effort to reduce violence in our communities, we see the toll of violence every day in our emergency department. It is an epidemic and the toll of violent crimes in this country is as staggering and as persistent and pervasive as any infectious or chronic disease. St. Joseph provides the Reading Youth Violence project initiative with a five-year commitment totaling more than $840,000. Through a consensus process, three goals for preventing youth violence were developed: -Support positive relationships and home environments for youth people. -Enhance student and school engagement to keep young people in school. -Improve conditions in communities most impacted by violence. -HERT Team: responding to disasters: Penn State Health St. Josephs Hospital Emergency Response Team (HERT) truck carries a mobile, 10-bed emergency hospital, complete with: beds, supplies, medical equipment, cardiac monitors, suction units, splints, stretchers, evacuation chairs, six portable pop-up tents, water, food, generators, lights, tables, chairs, computers, communication equipment, triage tags, and various other emergency hospital equipment. It is a self-sufficient resource that can operate independently for several days. The team consists of physicians, nurses, Paramedics, EMT, decontamination specialists, and support personnel who are employees of the hospital and contribute their time to support the team. The HERT vehicle has become a staple at community health events such as the Reading Fair, WWII Weekend, Berks County Heritage Festival, Community Days, and many other venues. In addition, and perhaps more importantly, the HERT truck transports some of our essential emergency preparedness equipment, such as decontamination gear, portable hospital litters, and mass casualty medical supplies, that the hospital would use in times of disaster. Communities around the county have come to rely on the Penn State Health St. Joseph HERT to help ensure the safety of mass gathering events. -Free Flu shots: St. Josephs annual flu shot outreach once again served more than 1000 in our community with free flu vaccine and, as in past years, St. Joseph made special effort to provide the service to public servants, police, fire and ems in a drive up setting. -Giving kids a life, by giving kids a smile: The year 2016 is the 17th year that Penn State Health St. Joseph has collaborated with the Keystone Farmworker Program, the Berks-Schuylkill Dental Hygienists Association, the Berks County Dental Society, and individual private practice dental professionals to provide a Childrens Dental Clinic that operates one Saturday morning a month from January through May. The Childrens Dental Clinic cares for children with serious dental diseases who have fallen through the cracks. A majority of those clinic patients are low income, minority children, including farm-worker children. -Comenzando Bien: A Free Spanish Prenatal Class: Comenzando Bien (Good Beginning) was created by the national March of Dimes as a way to help educate Hispanic women about prenatal care at Penn State Health
SCHEDULE H, PART VI, LINE 6	St. Joseph Regional Health Network is a member of the Penn State Health System. Penn State Health system's management meets frequently to coordinate and plan community benefit operations such as health needs assessments and state heatlh improvement plan objectives.
SCHEDULE H, PART VI, LINE 7	Community benefit report state filings: The community benefit report is not required to be filed with any state agency in the state of Pennsylvania.

Schedule H (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
St Joseph Regional Health Network

Employer identification number
23-1352211

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) St Joseph Medical Group
2500 Bernville Rd
Reading,PA19605

20-8544021

501(C)(3)

21,255,524

Program Support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
SCHEDULE I, PART I, LINE 2	IN THE CURRENT YEAR, SJRHN MADE GRANTS TO A RELATED ORGANIZATION. THERE IS NO SPECIFIC MONITORING OF THE GRANT FUNDS; HOWEVER SJRHN HAS ADOPTED BEST PRACTICES FOR INTERNAL CONTROLS.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1John MorahanBoard Member/President/CEO	(i) (ii)	0 ------------- 496,185	0 ------------- 64,728	0 ------------- 206,346	0 ------------- 27,738	0 ------------- 15,845	0 ------------- 810,842	-------------
2David LimSecretary/Treasurer/CFO	(i) (ii)	0 ------------- 278,655	0 ------------- 48,554	0 ------------- 74,054	0 ------------- 16,330	0 ------------- 25,771	0 ------------- 443,364	-------------
3Sharon StroheckerVP, Nursing and CNO	(i) (ii)	0 ------------- 245,959	0 ------------- 44,246	0 ------------- 43,861	0 ------------- 12,567	0 ------------- 22,122	0 ------------- 368,755	-------------
4Scott MengleVP, Human Resources	(i) (ii)	0 ------------- 193,448	0 ------------- 37,100	0 ------------- 35,384	0 ------------- 10,549	0 ------------- 635	0 ------------- 277,116	-------------
5Michael JupinaVP Communications	(i) (ii)	0 ------------- 158,918	0 ------------- 22,094	0 ------------- 279	0 ------------- 6,361	0 ------------- 745	0 ------------- 188,397	-------------
6Michael BradleyAssociate Director	(i) (ii)	0 ------------- 203,702	0 ------------- 10,000	0 ------------- 4,038	0 ------------- 7,861	0 ------------- 31,541	0 ------------- 257,142	-------------
7Mary MancanoPhysician	(i) (ii)	0 ------------- 181,157	0 ------------- 0	0 ------------- 4,374	0 ------------- 6,000	0 ------------- 15,453	0 ------------- 206,984	-------------
8Sean ReynoldsVP Physician Enterprises	(i) (ii)	0 ------------- 170,094	0 ------------- 24,473	0 ------------- 1,021	0 ------------- 5,789	0 ------------- 27,526	0 ------------- 228,903	-------------
9Roland NewmanPhysician	(i) (ii)	0 ------------- 145,449	0 ------------- 0	0 ------------- 15,523	0 ------------- 4,831	0 ------------- 24,082	0 ------------- 189,885	-------------
10Amanda KloppDirector IT	(i) (ii)	0 ------------- 142,663	0 ------------- 0	0 ------------- 945	0 ------------- 4,322	0 ------------- 24,331	0 ------------- 172,261	-------------

Schedule J (Form 990) 2015

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J & PART VII	Sister Janet Henry is listed as a key employee with zero compensation because her compensation is provided to the order she represents.
SCHEDULE J, PART I, LINE 3	THE FIRST HALF OF THE CALENDAR YEAR 2015 COMPENSATION WAS PAID BY CATHOLIC HEALTH INITIATIVES (CHI). THE SECOND HALF OF THE CALENDAR YEAR 2015 COMPENSATION WAS PAID BY PENN STATE HEALTH OR ITS RELATED ORGANIZATION. ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION FOR THE PERIOD 1/1/2015 - 6/30/2015: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY CHI USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACTS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION FOR THE PERIOD 7/1/2015 - 12/31/2015: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH OR ITS RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE 2015 CALENDAR YEAR CATHOLIC HEALTH INITIATIVES (CHI) MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR MARKET BASED ORGANIZATION CEOS AND OTHER CHI EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: JOHN MORAHAN DURING 2015 THE FOLLOWING CONTRIBUTIONS WERE MADE BY CHI TO THE DEFERRED COMPENSATION PLAN: JOHN MORAHAN $20,611 DURING 2015 THE FOLLOWING DISTRIBUTIONS WERE MADE BY CHI FROM THE DEFERRED COMPENSATION PLAN: JOHN MORAHAN $109,277
SCHEDULE J, PART I, LINE 7	Bonuses, paid by a related organization, are based on a number of variables including but not limited to individual goal achievements as well as organization operation achievements. The final determination of the bonus amount is determined and approved by the board as part of the overall compensation review of the officers, key employees and highest compensated.

Schedule J (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No










Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2015

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JOSEPH MARIGLIO	OWNER-RESPIRATORY SPCLSTS	525,000	PHYSICIAN SERVICES		No
(2) LOUIS BORGATTA	OWNER-BERKS CARDIOLOGIST	686,439	PHYSICIAN SERVICES		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Return Reference	Explanation
FORM 990, PART VI, LINE 4	SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE FILING ORGANIZATION WAS ACQUIRED ON JULY 1, 2015, BY PENN STATE HEALTH. AS A RESULT OF THE ACQUISITION, THE FILING ORGANIZATION'S GOVERNING DOCUMENTS WERE FULLY REVISED. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: AT JULY 1, 2015, THE FILING ORGANIZATION'S SOLE MEMBER BECAME PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION.
FORM 990, PART VI, LINE 7A	ELECTING MEMBERS OF GOVERNING BODY: DIRECTORS SHALL BE ELECTED BY THE CORPORATE MEMBER, PENN STATE HEALTH. THE CORPORATE MEMBER MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B	DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: PURSUANT TO THE FILING ORGANIZATION'S BYLAWS THE CORPORATE MEMBER HAS RESERVED POWERS AS FOLLOWS: - TO DETERMINE THE NUMBER OF AND TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE FILING ORGANIZATION; - TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, AND TO DETERMINE THE COMPENSATION OF, THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION; - TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON AND VICE CHAIRPERSON OF THE FILING ORGANIZATION; - TO UNDERTAKE OR TO APPROVE THE ISSUANCE OF ANY DEBT BY THE FILING ORGANIZATION; - TO REQUIRE THE TRANSFER OF ASSETS FROM THE FILING ORGANIZATION TO THE CORPORATE MEMBER TO FURTHER THE OBJECTIVES OF THE CORPORATE MEMBER; - TO UNDERTAKE OR APPROVE ANY TRANSFER OF ASSETS TO ANY ENTITY OTHER THAN THE CORPORATE MEMBER OR ANY SUBSIDIARY OR AFFILIATE OF THE FILING ORGANIZATION OR THE CORPORATE MEMBER; - TO ESTABLISH OR APPROVE ALL LONG-RANGE AND STRATEGIC PLANS OF THE FILING ORGANIZATION; - TO ESTABLISH OR APPROVE THE ADOPTION OF ALL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS THERETO; - TO APPROVE ANY EXPENDITURES FOR NON-BUDGETED ITEMS IN EXCESS OF CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER, AS WELL AS FOR ANY ITEMS INCLUDED IN THE FILING ORGANIZATION'S ANNUAL BUDGETS BUT EXCEEDING THE BUDGETED AMOUNT BY MORE THAN CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER; - TO INITIATE OR APPROVE ANY AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION; - TO INITIATE OR TO APPROVE ALL FUNDAMENTAL CHANGE TRANSACTIONS AND ALL OTHER TRANSACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS, INCLUDING WITHOUT LIMITATION, ALL MERGERS, CONSOLIDATIONS, DIVISIONS, SALES OF SUBSTANTIALLY ALL ASSETS, AND LIQUIDATION OR DISSOLUTION OF THE FILING ORGANIZATION; - TO SELECT AND APPOINT AUDITORS FOR, AND TO DESIGNATE THE FISCAL YEAR OF, THE FILING ORGANIZATION AND ITS SUBSIDIARIES; - TO RETAIN COUNSEL ON BEHALF OF AND SETTLE ANY LITIGATION AGAINST THE FILING ORGANIZATION; - TO ESTABLISH AN OBLIGATED GROUP FOR FINANCING PURPOSES; - TO ADOPT EMPLOYEE BENEFIT PLANS; AND - TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS.
FORM 990, PART VI, LINE 11B	REVIEW OF FORM 990 BY GOVERNING BODY: THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM; IT IS REVIEWED BY ACCOUNTING/FINANCE DEPARTMENT PERSONNEL AND THE CHIEF FINANCIAL OFFICER. ONCE THE FORM 990 IS COMPLETE, IT IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, LINE 12C	CONFLICT OF INTEREST POLICY: THE FILING ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST (COI) POLICIES FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES (COVERED PERSONS). PER THE POLICY, NO COVERED PERSONS MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE POLICY. COVERED PERSONS WOULD AVOID BOTH ACTUAL CONFLICTS AND THE APPEARANCE OF CONFLICTS OF INTEREST. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS AND RECUSE HIMSELF OR HERSELF FROM VOTING ON ANY TRANSACTION OR ARRANGEMENT IN WHICH HE OR SHE HAS A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, AND SHALL NOT BE PRESENT WHEN ANY SUCH VOTE IS TAKEN. ON AN ANNUAL BASIS, EVERY COVERED PERSON SHALL SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE COI POLICY, HAS READ AND UNDERSTANDS IT, AND HAS AGREED TO COMPLY WITH IT, AND SHALL COMPLETE A QUESTIONNAIRE DISCLOSING HIS OR HER ACTUAL AND POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE FILING ORGANIZATION DEFINES A POTENTIAL COI WHEN A COVERED PERSON OR ANY OF HIS OR HER FAMILY MEMBERS (SPOUSE, SIBLINGS, SPOUSES OF SIBLINGS, ANCESTORS, CHILDREN, GRANDCHILDREN, GREAT GRANDCHILDREN, AND SPOUSES OF CHILDREN, GRANDCHILDREN, AND GREAT GRANDCHILDREN), (1) RECEIVES COMPENSATION FROM THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR AND THE ARRANGEMENT AT ISSUE IS THE DETERMINATION OF THAT INDIVIDUAL'S COMPENSATION; (2) HAS OR ANTICIPATES HAVING ANY FINANCIAL INTEREST, INCLUDING AN OWNERSHIP INTEREST, INVESTMENT INTEREST, OR COMPENSATION ARRANGEMENT, IN OR WITH ANY ENTITY OR INDIVIDUAL THAT (I) SELLS GOODS OR SERVICES TO, OR PURCHASES SERVICES FROM, THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (II) HAS ANY OTHER TRANSACTION OR ARRANGEMENT WITH THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (3) SERVES OR ANTICIPATES SERVING AS A DIRECTOR, TRUSTEE OR OFFICER OF ANY ENTITY THAT EITHER: (I) SELLS GOODS OR SERVICES TO, OR PURCHASES SERVICES FROM THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (II) HAS ANY OTHER TRANSACTION OR ARRANGEMENT WITH THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (4) HAS ANY OTHER RELATIONSHIP THAT COULD LEAD TO USE OF INFORMATION RELATING TO THE BUSINESS OF THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY FOR PERSONAL PROFIT OR ADVANTAGE. ALL DISCLOSURES INVOLVING A TRANSACTION OR ARRANGEMENT BEING CONSIDERED AT A MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL BE MADE TO ALL MEMBERS PRESENT AT SUCH MEETING. ALL OTHER DISCLOSURES SHALL BE MADE TO THE CHAIR (WHO SHALL DISCLOSURE HIS OR HER CONFLICT TO THE EXECUTIVE COMMITTEE AND/OR PRESIDENT/CEO). THE CHAIR AND OTHER APPLICABLE PERSONS SHALL DISCLOSE TO THE BOARD OF DIRECTORS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED TO THEM UNDER THE POLICY. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE TRANSACTION OR ARRANGEMENT. A COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR OR SHALL LEAVE ANY PORTION OF A MEETING AT WHICH THE BOARD OF DIRECTORS OR A COMMITTEE IS VOTING TO DETERMINE WHETHER A CONFLICT EXISTS, BUT MAY BE PRESENT PRIOR TO THE VOTE TO MAKE PRESENTATION TO THE BOARD OR COMMITTEE TO DISCLOSE ADDITIONAL FACTS, OR TO RESPOND TO QUESTIONS. THE MINUTES OF THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD FOR ANY MEETINGS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED A CONFLICT OF INTEREST OR OTHERWISE WERE FOUND TO HAVE A CONFLICT OF INTEREST; THE NATURE OF THE CONFLICT OF INTEREST; ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; THE NAME OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT CONSIDERED ANY COMPARARBILITY DATA RELIED UPON; AND A RECORD OF ANY VOTES TAKEN IN CONNCTION WITH THE ISSUE, TRANSACTION OR ARRANGEMENT. THE MINUTES OF ANY MEETINGS SHALL BE PREPARED BY THE LATTER OF THE NEXT SUCCEEDING MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE, OR SIXTY DAYS AFTER THE FINAL ACTION ON THE MATTER IS TAKEN BY THE BOARD OF DIRECTORS OR COMMITTEE. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS OR OTHER POSITION WITH THE FILING ORGANIZATION, AS APPROPRIATE.
FORM 990, PART VI, LINE 15A & 15B	PROCESS USED TO ESTABLISH COMPENSATION OF CEO 1/1/2015 - 6/30/2015 UNDER CATHOLIC HEALTH INITIATIVES: THE ORGANIZATIONS CEOS COMPENSATION IS PAID BY CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI HAS A DEFINED COMPENSATION PHILOSOPHY. BOTH THE EXECUTIVE AND NON-EXECUTIVE COMPENSATION STRUCTURES AND RANGES ARE REVIEWED ANNUALLY IN COMPARISON TO MARKET DATA. CHI USES THE HAY GROUP AS THE INDEPENDENT THIRD PARTY TO ASSESS EXECUTIVE COMPENSATION PROGRAMS AND TO ENSURE THE REASONABLENESS OF ACTUAL SALARIES AND TOTAL COMPENSATION PACKAGES. COMPENSATION OF THE SENIOR MOST EXECUTIVES IS REVIEWED ANNUALLY. THE HAY GROUP REVIEWS BOTH CASH AND TOTAL COMPENSATION FOR OVERALL REASONABLENESS, FOR ADHERENCE TO CHIS COMPENSATION PHILOSOPHY, AND FOR COMPARABILITY TO THE NOT-FOR-PROFIT HEALTHCARE MARKET. THIS INDEPENDENT REVIEW IS DELIVERED BY HAY GROUP TO THE HR COMMITTEE OF THE CHI BOARD OF STEWARDSHIP TRUSTEES ANNUALLY AT THEIR SEPTEMBER MEETING AND MINUTES ARE SHARED WITH THE FULL BOARD AT THE DECEMBER MEETING. THE LAST REVIEW WAS SEPTEMBER 18, 2015. IN ADDITION, IN DECEMBER 2009, HAY GROUP COMPLETED A COMPREHENSIVE REVIEW OF ALL POSITIONS AT THE LEVEL OF VICE PRESIDENT AND ABOVE TO DETERMINE AND VALIDATE APPROPRIATE COMPENSATION LEVELS. THESE LEVELS HAVE BEEN REVIEWED ANNUALLY SINCE AND REVISED BASED ON MARKET DATA, WHERE APPLICABLE. ALL COMPENSATION PAID TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES IS REVIEWED AND APPROVED IN THE CONTRACT APPROVAL PROCESS. THIS PROCESS INCLUDES A REVIEW OF COMPARABILITY INFORMATION. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN THE EMPLOYEES FILE AS WELL AS IN THEIR EMPLOYMENT CONTRACT. PROCESS USED TO ESTABLISH COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES 7/1/2015 - 12/31/2015 UNDER PENN STATE HEALTH: ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF PENN STATE HEALTH ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, OFFICERS, AND KEY EMPLOYEES. AS PART OF THE ANALYSIS, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABILITY DATA UOPN WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE CEO, OFFICERS, AND KEY EMPLOYEES. ONCE THE COMPENSATION ANALYSIS IS COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO PSH'S BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE CEO, OFFICERS, AND KEY EMPLOYEES ARE "REASONABLE" WITHIN THE MEANING OF TREASURY REGULATION 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES BASED UPON THE DATA IN THE REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, THE BASIS FOR THESE DECISIONS, THE BOARD MEMBERS' NAMES WHO VOTE ON COMPENSATION, AND THAT NONE OF THE BOARD MEMBERS HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS IS ALL CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES.
FORM 990, PART VI, LINE 19	REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.PSU.EDU.
FORM 990, PART XI, LINE 9	Reconciliation of Net Assets: Transfer of beginning fund balance to Catholic Health Initiatives $25,249,053 Equity changes in unconsolidated orgs (473,406) ------------ Total $24,775,647

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

St Joseph Regional Health Network

Employer identification number

23-1352211

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) SJ Health Services LLC 2500 Bernville Road Reading,PA19605 47-3760925	healthcare	PA	3,762,958	189,449	na
(2) St Joseph Provider Hospital Org LLC 2500 Bernville Road Reading,PA19605 46-1482146	CI-ntwk	PA	0	253,124	na

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ST JOSEPH MEDICAL CENTER FOUNDATION 2500 BERNVILLE RD PO BOX 316 READING,PA19603 23-2649362	FUNDRAISING	PA	501(C)(3)	9	SJRHN		No
(2)ST JOSEPH MEDICAL GROUP 2500 BERNVILLE RD PO BOX 316 READING,PA19605 20-8544021	HEALTHCARE	PA	501(C)(3)	9	PSH		No
(3)Penn State Health 500 UNIVERSITY DRIVE MC H16 Hershey,PA17033 47-3769205	HEALTHCARE	PA	501(C)(3)	11a	PSU		No
(4)The Pennsylvania State University One Old Main University Park,PA16802 24-6000376	UNIVERSITY	PA	115		N/A		No
(5)The Milton S Hershey Medical Center 90 Hope Drive Hershey,PA17033 25-1854772	Healthcare	PA	115		N/A		No
(6)Centre County Cancer Center 1800 E PARK AVE STATE COLLEGE,PA16803 80-0866636	HEALTHCARE	PA	501(C)(3)	9	MSHMC		No
(7)Pennsylvania Psychiatric Institute 2501 NORTH THIRD STREET HARRISBURG,PA17110 26-1699000	HEALTHCARE	PA	501(c)(3)	3	MSHMC		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2015

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) HORIZON HEALTHCARE SERVICES LLP 555 NORTH DUKE ST LANCASTER,PA17604 23-2910102	HEALTHCARE	PA	NA	N/A
(2) HERSHEY ENDOSCOPY CENTER LLC 905 W GOVERNOR ROAD HERSHEY,PA17033 56-2336622	HEALTHCARE	PA	NA	N/A
(3) HERSHEY OUTPATIENT SURGERY CENTER LP 15305 DALLAS PKWY ADDISON,TX75001 20-0469951	HEALTHCARE	PA	NA	N/A
(4) PENN STATE HERSHEY REHABILITATION LLC 4714 GETTYSBURG ROAD MECHANICSBURG,PA17055 65-1305248	HEALTHCARE	PA	NA	N/A
(5) PAL MSO LLC 1600 CLOISTER DRIVE LANCASTER,PA17601 26-3260424	PRACTICE MGMT	PA	NA	N/A
(6) CENTRAL PA HEALTH NETWORK LLC 2500 BERNVILLE ROAD READING,PA19605 46-5750407	ACCTABLE CARE NTK	PA	NA	N/A
(7) CGH REALTY ASSOCIATES LP 2500 BERNVILLE ROAD READING,PA19603 23-2344074	REAL ESTATE	PA	NA	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) NITTANY HEALTH INC 408 OLD MAIN UNIVERSITY PARK,PA16802 25-1769611	HOMECARE INTEGRAT	PA	NA	C CORP				No
(2) CGH REALTY CO INC 2500 BERNVILLE ROAD READING,PA19603 23-2326801	REAL ESTATE	PA	NA	C CORP				No

Schedule R (Form 990) 2015

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

Yes

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) St Joseph Medical Center Foundation	C	1,337,203	FMV

Schedule R (Form 990) 2015

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2015

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: BUILD HEALTHIER LIVES IN PATIENTS, STAFF, & VOLUNTEERS THROUGH OUR COMPASSION, EXCELLENCE, AND QUALITY OF CARE TO ALL; WE PROMOTE HEALTHY COMMUNITIES THROUGH SERVICES AND EDUCATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	250
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,667,511
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	528,234

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,073,648	1,577,353
9	Program service revenue (Part VIII, line 2g) .........	215,039,938	218,488,724
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	515,924	71,916
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,783,969	9,421,445
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	223,413,479	229,559,438
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	39,013,872	21,697,198
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	76,943,675	43,961,003
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	171,520,979	171,169,299
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	287,478,526	236,827,500
19	Revenue less expenses. Subtract line 18 from line 12.......	-64,065,047	-7,268,062
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	128,789,958	153,316,458
21	Total liabilities (Part X, line 26).............	154,039,011	161,057,926
22	Net assets or fund balances. Subtract line 21 from line 20.....	-25,249,053	-7,741,468

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 174,047,402 including grants of $ 21,697,198 ) (Revenue $ 218,488,724 )
	SEE SCHEDULE H

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses174,047,402

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) Sharon Strohecker........................................................................ VP, Nursing and CNO	40.0 .......................0.0	X		0	334,066	34,689
(19) Scott Mengle........................................................................ VP, Human Resources	40.0 .......................0.0	X		0	265,932	11,184
(20) Sr Janet Henry........................................................................ VP, Mission & Ministry	40.0 .......................0.0	X		0	0	0
(21) Michael Jupina........................................................................ VP Communications	20.0 .......................20.0	X		0	181,291	7,106
(22) Michael Bradley........................................................................ Associate Director	40.0 .......................0.0		X	0	217,740	39,402
(23) Mary Mancano........................................................................ Physician	40.0 .......................0.0		X	0	185,531	21,453
(24) Sean Reynolds........................................................................ VP Physician Enterprises	10.0 .......................30.0		X	0	195,588	33,315
(25) Roland Newman........................................................................ Physician	40.0 .......................0.0		X	0	160,972	28,913
(26) Amanda Klopp........................................................................ Director IT	40.0 .......................0.0		X	0	143,608	28,653

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	44,900	2,853,250	290,399

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,337,203
e	Government grants (contributions)		1e	240,150

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......		1,577,353

			Business Code
2a	NET PATIENT SERVICES	622110	218,488,724	218,488,724
b
c
d
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			218,488,724

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			71,916			71,916
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		1,255,192
b	Less: rental expenses
c	Rental income or (loss)	0	1,255,192
d	Net rental income or (loss)......			1,255,192			1,255,192
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss).....			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	PHARMACY		446110	4,349,419			4,349,419
b	DURABLE MEDICAL EQUIPMENT		900099	1,579,242			1,579,242
c	HOUSEKEEP/LAUNDRY/DIETRY/GIFT SHOP		900099	2,025,201		1,455,120	570,081
d	All other revenue ....			212,391		212,391
e	Total. Add lines 11a–11d ......			8,166,253
12	Total revenue. See Instructions......			229,559,438	218,488,724	1,667,511	7,825,850

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	21,697,198	21,697,198
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	34,149,004	26,900,100	7,248,904
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,793,622	1,411,580	382,042
9	Other employee benefits .......	5,417,930	4,263,910	1,154,020
10	Payroll taxes ...........	2,600,447	2,046,551	553,896
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	38,285		38,285
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	21,478,466	9,503,927	11,974,539
12	Advertising and promotion ....	1,181,390	7,771	1,173,619
13	Office expenses .......	3,463,252	2,369,209	1,094,043
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	4,634,171	2,282,639	2,351,532
17	Travel ............	30,769		30,769
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	195,938	123,392	72,546
20	Interest ...........	5,582,328	3,684,336	1,897,992
21	Payments to affiliates .......	3,776,240	156,754	3,619,486
22	Depreciation, depletion, and amortization ..	7,768,892	5,879,082	1,889,810
23	Insurance ...	2,377,884	90,886	2,286,998
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CONTRACT SERVICES	56,043,152	32,857,612	23,185,540	0
b	MEDICAL SUPPLIES	43,912,229	43,912,229	0	0
c	BAD DEBTS	15,209,752	15,209,752	0	0
d	UNRELATED BUSINESS TAXES	88,333	0	88,333	0
e	All other expenses	5,388,218	1,650,474	3,737,744
25	Total functional expenses. Add lines 1 through 24e	236,827,500	174,047,402	62,780,098	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			6,804,803	2	22,164,540
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			29,922,014	4	24,432,818
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net ....			0	7	0
8	Inventories for sale or use ........			4,992,111	8	5,453,464
9	Prepaid expenses and deferred charges ......			566,209	9	1,102,661
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	105,327,992
b	Less: accumulated depreciation	10b	7,769,204	85,903,373	10c	97,558,788
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			601,448	15	2,604,187
16	Total assets. Add lines 1 through 15 (must equal line 34)...			128,789,958	16	153,316,458

17	Accounts payable and accrued expenses .....	6,801,413	17	13,149,370
18	Grants payable ...	0	18	0
19	Deferred revenue .........	257,625	19	39,366
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D	146,979,973	25	147,869,190
26	Total liabilities. Add lines 17 through 25..	154,039,011	26	161,057,926

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	-25,249,053	27	-7,741,468
28	Temporarily restricted net assets ...........	0	28	0
29	Permanently restricted net assets	0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	-25,249,053	33	-7,741,468
34	Total liabilities and net assets/fund balances ........	128,789,958	34	153,316,458