Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): | REHABILITATION SERVICES - THE DIVISION OF REHABILITATION PROVIDES COMPREHENSIVE PROGRAMS THROUGH A CONTINUUM DESIGNED TO MEET THE NEEDS OF PATIENTS OF ALL AGES WHO ARE RECOVERING FROM ILLNESS OR INJURY. THE DIVISION PROVIDES INTENSIVE REHABILITATIVE MEDICINE AND NURSING CARE COMBINED WITH PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES AT ITS STATE-OF-THE-ART INPATIENT REHABILITATION CENTERS WITH 34 BEDS AT LVH-CEDAR CREST AND 28 BEDS AT LVH-MUHLENBERG. FOR PATIENTS UNABLE TO TOLERATE AGGRESSIVE THERAPY SERVICES, LVH PROVIDES SHORT-TERM MEDICAL, NURSING, AND REHABILITATIVE CARE AT ITS 52-BED TRANSITIONAL SKILLED UNIT LOCATED AT LVH-17TH STREET. THE DIVISION ALSO OFFERS CONVENIENT AND ACCESSIBLE OUTPATIENT THERAPY SERVICES SERVING THE COMMUNITY WITH OVER 53 LOCATIONS. IN FY2023, THE OUTPATIENT DIVISION EXPANDED ACCESS POINTS TO INCLUDE NEW LOCATIONS IN MACUNGIE AND AT THE VERO, A SENIOR LIVING FACILITY IN NORTHAMPTON COUNTY WHILE ALSO OPENING ITS FIRST NEUROLOGIC REHABILITATION DESTINATION CENTER IN ALLENTOWN. THE REHABILITATION DIVISION OFFERS ADVANCED CARE IN OVER 30 CLINICAL SPECIALTY AREAS INCLUDING NEUROLOGIC REHAB, ORTHOPEDICS, SPORTS MEDICINE, WOMEN'S HEALTH, ONCOLOGY REHAB, AUDIOLOGY, AND PEDIATRIC THERAPY SERVICES. TO INCREASE ACCESS, THE DIVISION HAS INCREASED ITS OFFERING OF OUTPATIENT THERAPY OFFERED WITHIN A PATIENT'S HOME OFFERING OVER 8,500 VISITS IN THIS CAPACITY IN FY2023. ADDITIONALLY, THE INPATIENT REHABILITATION CENTERS LVH-CEDAR CREST AND LVH-MUHLENBERG PROVIDED INTENSIVE REHABILITATIVE SERVICE TO 1,193 PATIENTS. OUTPATIENT REHABILITATION PROVIDED 343,606 PATIENT VISITS AT LVH-CEDAR CREST AND LVH-MUHLENBERG LOCATIONS. AT A NETWORK LEVEL, LVHN'S REHABILITATION SERVICES DIVISION CURRENTLY STANDS AS THE LARGEST PROVIDER OF REHABILITATIVE CARE IN THE REGION WITH INPATIENT REHABILITATION SERVICES EMBEDDED WITHIN 5 HOSPITALS AND OUTPATIENT SERVICES EXCEEDING 525,000 PATIENT VISITS ACROSS ALL CAMPUSES. LEHIGH VALLEY REILLY CHILDREN'S HOSPITAL (LVRCH OF LVHN AT LVH AND LVH-MUHLENBERG) - INTRODUCED IN MAY 2012, LEHIGH VALLEY REILLY CHILDREN'S HOSPITAL (LVRCH) OFFERS THE MOST WIDE-RANGING, SPECIALIZED HEALTH CARE SERVICES FOR CHILDREN OF ANY FACILITY IN THE REGION. LVRCH HAS THE REGION'S ONLY: CHILDREN'S EMERGENCY DEPARTMENT, LEVEL IV NEONATAL INTENSIVE CARE UNIT (NICU), CHILDREN'S AMBULATORY SURGERY CENTER, AND CHILDREN'S CANCER AND INFUSION CENTER LOCATED AT LVH-CEDAR CREST. IT ALSO HAS THE REGION'S ONLY CHILD ADVOCACY CENTER AT LVH-17TH STREET. LVRCH OF LVHN HAS BEEN A FULL INSTITUTIONAL MEMBER OF THE CHILDREN'S HOSPITAL ASSOCIATION FOR 10 YEARS AND HAS HAD A PEDIATRIC RESIDENCY TRAINING PROGRAM FOR 11 YEARS. LVRCH ALSO HAS A LEVEL II NICU AND AN ADOLESCENT INPATIENT PSYCHIATRIC UNIT AT LVH-MUHLENBERG. IT HAS A PEDIATRIC SLEEP CENTER, AND A PEDIATRIC CYSTIC FIBROSIS CENTER. IT HAS MULTIPLE SURGICAL AND MEDICAL SPECIALISTS WHO PROVIDE CARE WITHIN LVRCH AND PROVIDES SERVICES TO CHILDREN WITH BLEEDING DISORDERS THROUGH THE LVH HEMOPHILIA TREATMENT CENTER. THROUGH OUR SCHOOL-BASED BEHAVIORAL HEALTH SERVICES LVRCH PROVIDES MENTAL HEALTH CARE TO STUDENTS IN 56 SCHOOLS FROM 14 SCHOOL DISTRICTS ACROSS THE REGION. LVRCH PROVIDES CARE FOR CHILDREN WITH MEDICAL COMPLEXITY IN CONCERT WITH THE VALLEY HEALTH PARTNERS CHILDREN'S CLINIC AT LVH-17TH STREET AND LVPG PEDIATRICS AT TREXLERTOWN AND HAS THE REGION'S ONLY CHILDREN'S EXPRESSCARES AT TWO SITES. IN JULY OF 2021, LVRCH OPENED AN EXPANDED PEDIATRIC INTENSIVE CARE UNIT, INCREASING BEDS FROM EIGHT TO 12 AS WELL AS A NEW AND EXPANDED CHILDREN'S EMERGENCY DEPARTMENT AND PEDIATRIC OBSERVATION UNIT. THE PAST FISCAL YEAR, 6,007 CHILDREN WERE ADMITTED TO THE LVRCH (INCLUDING OBSERVATIONS) AND 31,468 RECEIVED CARE IN THE CHILDREN'S EMERGENCY DEPARTMENT. THE LVRCH-AFFILIATED PROFESSIONALS AND STAFF ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF CHILDREN IN THE REGION. THEY ARE ACTIVE MEMBERS OF CHILDREN'S HOSPITALS' SOLUTIONS FOR PATIENT SAFETY, A NATIONAL ORGANIZATION OF OVER 135 CHILDREN'S HOSPITALS, WHICH PROMOTES PATIENT SAFETY THROUGH SHARING OF OUTCOMES AND PROCESS METRICS AND COLLABORATIVE INNOVATION. THEY HAVE DEVELOPED 30 CLINICAL PATHWAYS, WHICH DRIVE HIGH-QUALITY, EFFICIENT CARE. LVRCH PROVIDES SPECIALIZED PEDIATRIC TRAUMA AND BURN CARE, PEDIATRIC CANCER CARE AND EXPERT INPATIENT CARE IN THE PEDIATRIC AND NEONATAL INTENSIVE CARE UNITS AND ON THE PEDIATRIC MEDICAL-SURGICAL AND OBSERVATION UNIT. LVHN'S BOARD-CERTIFIED PHYSICIANS PROVIDE CHILDREN'S CARE IN GREATER THAN 30 PEDIATRIC SPECIALTIES INCLUDING PEDIATRIC SURGERY, PEDIATRIC UROLOGY, PEDIATRIC ENT, PEDIATRIC PLASTIC SURGERY, PEDIATRIC ORTHOPEDICS, PEDIATRIC NEUROSURGERY, PEDIATRIC ANESTHESIA, PEDIATRIC RADIOLOGY, PEDIATRIC HEMATOLOGY-ONCOLOGY, PEDIATRIC PULMONOLOGY, PEDIATRIC NEUROLOGY, PEDIATRIC ENDOCRINOLOGY, PEDIATRIC INFECTIOUS DISEASE, PEDIATRIC RHEUMATOLOGY, PEDIATRIC GASTROENTEROLOGY, PEDIATRIC HOSPITAL MEDICINE, NEONATOLOGY, PEDIATRIC CRITICAL CARE MEDICINE, PEDIATRIC EMERGENCY MEDICINE, ADOLESCENT MEDICINE, DEVELOPMENTAL PEDIATRICS, PEDIATRIC NEUROPSYCHOLOGY, CHILD PROTECTION MEDICINE, AND CHILD AND ADOLESCENT PSYCHIATRY. IN PARTNERSHIP WITH VALLEY HEALTH PARTNERS AND COMMUNITY SERVICES FOR CHILDREN, LVRCH PROVIDES AND SUPPORTS EDUCATIONAL SERVICES THROUGH THE ALLENTOWN CHILDREN'S HEALTH IMPROVEMENT PROJECT (ACHIP), A COMMUNITY-BASED NEEDS ASSESSMENT, RESOURCE CONNECTION, AND FAMILY EMPOWERMENT SERVICE FOR FAMILIES WITH CHILDREN UNDER FIVE YEARS OLD. THE WELLER HEALTH EDUCATION SERVICE LINE PROVIDES HIGHLY REGARDED CURRICULA-BASED HEALTH PROGRAMS ADMINISTERED BY PROFESSIONAL EDUCATORS TO OVER 30,000 STUDENTS EACH YEAR IN 25 SCHOOL DISTRICTS ACROSS THE REGION. LVRCH PROMOTES SAFETY AND HEALTHY LIVING IN VARIOUS FORUMS THROUGHOUT THE YEAR. THE MOST NOTABLE IS OUR COMMUNITY CANVAS PROGRAM, WHICH IN PARTNERSHIP WITH THE KELLYN FOUNDATION PROVIDES PROGRAMS IN 20 ELEMENTARY SCHOOLS THAT PROMOTE GOOD NUTRITION AND HEALTHY LIVING. IMAGING SERVICES - IMAGING SERVICES PROVIDES A VARIETY OF DIAGNOSTIC AND THERAPEUTIC PROCEDURES FOR PATIENTS OF ALL AGES, 24 HOURS A DAY, SEVEN DAYS PER WEEK. RADIOLOGY SERVICES INCLUDE THE PROVISION OF EMERGENT, ACUTE, PREVENTIVE, CONSULTATIVE, DIAGNOSTIC, AND THERAPEUTIC IMAGING TO PATIENTS IN THE EMERGENCY, SURGICAL, INPATIENT AND OUTPATIENT SETTINGS OF LVHN. THE DEPARTMENT PERFORMED 218,785 DIAGNOSTIC STUDIES AND PROCEDURES IN FY2023. OUTPATIENTS ACCOUNTED FOR 80% OF THESE EXAMINATIONS, WHILE INPATIENTS ACCOUNTED FOR THE REMAINING 20%.SERVICES ARE PROVIDED AT MULTIPLE SITES. AT LVH-CEDAR CREST, THE FOLLOWING SERVICES ARE OFFERED: VASCULAR LAB, ULTRASOUND, COMPUTERIZED TOMOGRAPHY, NUCLEAR MEDICINE, DIAGNOSTIC IMAGING, INTERVENTIONAL RADIOLOGY AND NEURORADIOLOGY. IMAGE MANAGEMENT SERVICES, MAGNETIC RESONANCE IMAGING (MRI), DEXA, AND PET-CT SERVICES ARE PROVIDED THROUGH AN AFFILIATED PARTNER. AT LVH-17TH STREET, THE FOLLOWING SERVICES ARE OFFERED: DIAGNOSTIC IMAGING, COMPUTERIZED TOMOGRAPHY, ULTRASOUND, VASCULAR LAB, AND IMAGE MANAGEMENT SERVICES. SERVICES AT LVH-MUHLENBERG INCLUDE VASCULAR LAB, ULTRASOUND, COMPUTERIZED TOMOGRAPHY, NUCLEAR MEDICINE, DIAGNOSTIC IMAGING, INTERVENTIONAL RADIOLOGY, SPECT-CT, AND MOBILE PET-CT, AS WELL AS IMAGE MANAGEMENT SERVICES. MAGNETIC RESONANCE IMAGING (MRI) SERVICES ARE PROVIDED AT LVH-MUHLENBERG FOR BOTH INPATIENT AND OUTPATIENT THROUGH AN AFFILIATED PARTNER. THE LVH-TILGHMAN CAMPUS OFFERS DIAGNOSTIC IMAGING SERVICES FOR THE EXPRESS CARE AND ORTHOPEDIC SURGERY DIVISION. LIMITED ULTRASOUND/VASCULAR IMAGING IS ALSO PROVIDED FOR INPATIENTS. THE RADIOLOGY DEPARTMENT OFFERS DIAGNOSTIC IMAGING AND ULTRASOUND AT THE FOLLOWING HEALTH CENTER LOCATIONS: BETHLEHEM TOWNSHIP, RICHLAND TOWNSHIP, FOGELSVILLE, HAMBURG (DIAGNOSTIC ONLY), MOSELEM SPRINGS, AND TREXLERTOWN. THE HEALTH CENTER AT BATH OFFERS DEXA, DIAGNOSTIC IMAGING, ULTRASOUND SERVICES AND PHLEBOTOMY. THE HEALTH CENTER AT BANGOR OFFERS DEXA, DIAGNOSTIC IMAGING, AND ULTRASOUND SERVICES. IMAGING SERVICES AT CETRONIA ROAD INCLUDE COMPUTERIZED TOMOGRAPHY, DEXA, DIAGNOSTIC IMAGING, MRI, AND ULTRASOUND SERVICES. DIAGNOSTIC IMAGING SERVICES ARE OFFERED AT 1101 CEDAR CREST AND AIRPORT ROAD. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): | THERE ARE VARIOUS IMAGING SERVICES PROVIDED THROUGH AN AFFILIATED PARTNER INCLUDING LVH-HECKTOWN OAKS, LVH-CARBON, AND OUTPATIENT IMAGING SERVICES AT HEALTH & WELLNESS CENTERS INCLUDING PENNSBURG AND MUHLENBERG (1770 BATHGATE). LVH-HECKTOWN OAKS SERVICES INCLUDE MRI, CT, PET/CT, ULTRASOUND AND DIAGNOSTIC IMAGING. IMAGING SERVICES AT LVH-CARBON INCLUDE MRI, CT, ULTRASOUND, DIAGNOSTIC IMAGING AND BONE DENSITOMETRY. SHELL SPACE EXISTS AT THIS LOCATION FOR FUTURE EXPANSION TO INCLUDE FLUOROSCOPY SERVICES. PENNSBURG IMAGING SERVICES INCLUDE DIAGNOSTIC IMAGING AND ULTRASOUND. THE HEALTH & WELLNESS CENTER AT MUHLENBERG PROVIDES CT & MRI SERVICES. FY2024 PLANS INCLUDE CONTINUATION AND EXPANSION OF NUCLEAR MEDICINE THERANOSTICS PROGRAM AT LVH-CEDAR CREST AND THE OPENING LVH-MACUNGIE AND LVH-GILBERTSVILLE HOSPITALS INCLUDING DIAGNOSTIC IMAGING, ULTRASOUND/VASCULAR, CT AND MRI. PHARMACY SERVICES - LEHIGH VALLEY PHARMACY SERVICES OFFERS A FULL RANGE OF PHARMACY SERVICES IN THREE CONVENIENT, PATIENT-FOCUSED LOCATIONS: LVH-CEDAR CREST, LVH-17TH STREET, AND LVH-MUHLENBERG. ADDITIONALLY, PRESCRIPTION PICK-UP LOCATIONS ARE AVAILABLE AT LVH-HECKTOWN OAKS AND LVH-CARBON TO BETTER SERVE PATIENTS BEING DISCHARGED FROM THESE FACILITIES AS WELL AS OUR LVHN COLLEAGUES. THE SPECIALTY PHARMACY AND HOME INFUSION PHARMACY, LOCATED AT 2024 LEHIGH STREET IN ALLENTOWN, PROVIDED HOME INFUSION AND SPECIALTY PHARMACY SERVICES TO RESIDENTS OF SURROUNDING COUNTIES IN EASTERN PENNSYLVANIA. PHARMACY SERVICES INCLUDE PRESCRIPTIONS, COMPOUNDING, SPECIALTY MEDICATIONS, VACCINATIONS, OVER THE COUNTER, HERBAL/ALTERNATIVE MEDICATIONS, PERSONAL CARE PRODUCTS, FIRST AID, WOUND CARE, OSTOMY, KNEE BRACES, ORTHOTICS, VASCULAR GARMENTS, POST-MASTECTOMY, BREAST PROSTHESES, DIABETIC SUPPLIES, AND HOME INFUSION. THE RETAIL PHARMACIES ARE ACCREDITED BY THE BOARD OF CERTIFICATION/ACCREDITATION INTERNATIONAL, THE SPECIALTY PHARMACY IS ACCREDITED BY UTILIZATION REVIEW ACCREDITATION COMMISSION (URAC), THE NATION'S LEADER IN PHARMACY ACCREDITATION, AND THE HOME INFUSION PHARMACY IS ACCREDITED BY COMMUNITY HEALTH ACCREDITATION PROGRAM. THE RETAIL PHARMACIES ARE EQUIPPED WITH WORKFLOW, COUNTING CELL, AND BAR CODE SCANNING TECHNOLOGY. PILLS IN A POUCH COMPLIANCE PACKAGING, BEDSIDE DELIVERY, AND CONVENIENCE SHIPPING ARE ALSO OFFERED. IN FISCAL YEAR 2023, 444,750 PRESCRIPTIONS WERE FILLED, AND 5,679 INFUSION PATIENTS WERE SERVICED. THE LVHN INPATIENT PHARMACY SERVICES ARE NATIONALLY RECOGNIZED FOR EFFORTS IN MEDICATIONS SAFETY AND ADVANCES IN TECHNOLOGY. THE DEPARTMENT UTILIZES ADVANCED MEDICATION SAFETY TECHNOLOGIES INCLUDING COMPUTERIZED PROVIDER ORDER ENTRY, BEDSIDE BARCODING MEDICATION VERIFICATION, TWO MEDICATION DISPENSING ROBOTS, AND AUTOMATED DISPENSING CABINETS. THE STAFF HAS BOARD CERTIFIED CLINICAL PHARMACY SPECIALISTS IN THE AREAS OF INFECTIOUS DISEASE, ADULT AND PEDIATRIC ONCOLOGY, TRAUMA, BURN, CRITICAL CARE, PEDIATRICS, CARDIOLOGY, SOLID ORGAN TRANSPLANT, EMERGENCY MEDICINE, ENDOCRINOLOGY, AND INTERNAL MEDICINE. THE DEPARTMENT USES A UNIT-BASED MODEL TO PROVIDE PHARMACY SERVICES AT THE POINT OF CARE. GUIDED BY THE QUADRUPLE AIM, PHARMACY SERVICES CONTINUES TO INNOVATE, PROVIDING THE HIGHEST LEVEL OF CARE TO OUR PATIENTS THROUGH OUTSTANDING CLINICAL SERVICES, AND A DISTRIBUTION MODEL THAT PROVIDES SAFETY AND EFFICIENCIES LIKE NO OTHER. COMMUNITY PRACTICES AND PROGRAMS - LOCATED IN THE HEART OF ALLENTOWN, LEHIGH VALLEY HOSPITAL (LVH)-17TH STREET WAS FOUNDED 125 YEARS AGO AND IS THE ORIGINAL HOSPITAL IN THE 14-CAMPUS LEHIGH VALLEY HEALTH NETWORK HOSPITAL SYSTEM. WALKABLE AND EASILY ACCESSIBLE VIA PUBLIC TRANSPORTATION, LVH-17TH STREET IS A HUB OF COMMUNITY WELLNESS OFFERING A RANGE OF ESSENTIAL PROGRAMS AND SERVICES FOR ALLENTOWN'S MOST VULNERABLE RESIDENTS INCLUDING BUT NOT LIMITED TO: EMERGENCY CARE, AMBULATORY SURGERY, BREAST HEALTH SERVICES, A MENTAL HEALTH CARE CLINIC, INPATIENT HOSPICE CARE, INPATIENT REHABILITATION SERVICES AND A FULL-SERVICE PHARMACY. IN ADDITION, LVH-17TH STREET IS HOME TO SEVERAL COMMUNITY PRACTICES AND PROGRAMS THAT PROVIDE QUALITY, COMPASSIONATE CARE FOR ALL MEMBERS OF THE COMMUNITY, WITH THE MAJORITY OF PATIENTS EITHER QUALIFYING FOR MEDICAID OR HAVING NO INSURANCE, INCLUDING: INTERPRETER SERVICES WHICH IMPROVES OUTCOMES AND REDUCES HEALTH CARE DISPARITIES FOR NON-ENGLISH SPEAKING PATIENTS AND THOSE WHO ARE DEAF AND HARD OF HEARING THROUGH IN-PERSON, VIDEO, AND PHONE INTERPRETING PROVIDED BY CERTIFIED MEDICAL INTERPRETERS; COMPREHENSIVE HEALTH SERVICES WHICH IS THE REGION'S LARGEST HEALTH CARE PROVIDER FOR PATIENTS LIVING WITH OR AFFECTED BY HUMAN IMMUNODEFICIENCY VIRUS (HIV) AND SERVES OVER 1,000 PATIENTS; LVPG GERIATRICS AND THE FLEMING MEMORY CENTER WHICH PROVIDE SPECIALIZED GERIATRIC PATIENT CARE AS WELL AS SUPPORT AND GUIDANCE TO PATIENTS AND FAMILIES AFFECTED BY MEMORY LOSS; THE JOHN VAN BRAKLE CHILD ADVOCACY CENTER WHICH AIMS TO MINIMIZE THE TRAUMA CHILDREN EXPERIENCE DURING A CHILD ABUSE INVESTIGATION BY COORDINATING SERVICES IN A SINGLE CHILD-FRIENDLY LOCATION; THE 17TH STREET DENTAL CLINIC WHICH PROVIDES COMPREHENSIVE DENTAL CARE TO CHILDREN AND ADULTS IN THE HOSPITAL SETTING AND VIA A MOBILE UNIT; THE HEPATITIS CARE CENTER WHICH PROVIDES SPECIALTY CARE FOCUSED ON VIRAL HEPATITIS; AND, THE SCHOOL-BASED BEHAVIORAL HEALTH PROGRAM WHICH PROVIDES LICENSED OUTPATIENT MENTAL HEALTH SERVICES TO HUNDREDS OF UNINSURED AND UNDERINSURED CHILDREN ANNUALLY. IN ADDITION, LVH-17TH STREET OFFERS FOOD SECURITY PROGRAMS FOR PATIENTS IN NEED AND SERVES AS A CENTRALIZED LOCATION FOR PATIENTS TO ACCESS OTHER RESOURCES INCLUDING FINANCIAL COUNSELING AND LEGAL SUPPORT. INTEGRATED CARE COORDINATION- IN 2014, LVHN ADOPTED A VISION STATEMENT: TO BECOME AN INNOVATIVE LEADER IN POPULATION HEALTH MANAGEMENT. SINCE THEN, LVHN HAS BEEN BUILDING ITS CAPACITY AND COMPETENCIES TO ACHIEVE THIS VISION. LVHN DEFINES POPULATION HEALTH (PH) AS THE HEALTH AND HEALTH OUTCOMES OF A GROUP OF INDIVIDUALS, INCLUDING HOW THOSE OUTCOMES ARE DISTRIBUTED ACROSS THE GROUP. PH HAS GAINED SIGNIFICANT TRACTION IN LVHN OVER THE LAST FEW YEARS, EVEN THOUGH CURRENTLY LESS THAN 10% OF PAYMENT COMES THROUGH VALUE ARRANGEMENTS. NONETHELESS, LVHN HAS DONE THE GROUNDWORK FOR THE EVENTUALITY THAT THE NATION'S FINANCING MODEL WILL CHANGE TO SUPPORT THE EXECUTION OF A VALUE-DRIVEN, POPULATION HEALTH-BASED DELIVERY SYSTEM. IT IS WITH THIS IN MIND LVHN HAS BEGUN TO CREATE A CULTURE OF DELIVERING THE RIGHT INTERVENTION FOR A SPECIFIC PATIENT IN THE LEAST COSTLY POINT IN THE CARE CONTINUUM; AND, CREATING VALUE FOR PATIENTS AND PAYERS SO THAT LVHN IS RECOGNIZED AND REIMBURSED FOR THAT KIND OF CARE. THE INTEGRATED CARE COORDINATION DEPARTMENT SEAMLESSLY INTEGRATES CARE COORDINATION EFFORTS ACROSS THE NETWORK WITH BOTH INPATIENT AND AMBULATORY CLINICAL ASSETS. THE FOLLOWING IS AN OVERVIEW OF THE PH RESOURCES DEPLOYED AND COMPLETED IN FY2023: COMMUNITY CARE TEAMS (CCT) - CCT(S) WORK WITH HIGH-RISK PATIENTS BASED ON PREDETERMINED RISK STRATIFICATION, PAYER ARRANGEMENT, AND PROVIDER CLINICAL JUDGMENT. CCT(S) HAVE A CARE MANAGER, A PHARMACIST, A BEHAVIORAL HEALTH SPECIALIST, A SOCIAL WORKER, COMMUNITY HEALTH WORKERS, AND/OR MEDICATION ASSISTANCE COORDINATORS. THEY COLLABORATE WITH LEHIGH VALLEY PHYSICIAN GROUP AND MEDICAL ASSOCIATES OF THE LEHIGH VALLEY (MATLV) PRIMARY CARE AND SPECIALTY PRACTICES TO FACILITATE THE MANAGEMENT OF THE MOST COMPLEX PATIENTS (THESE ARE THE TOP 5% HIGH-RISK LVHN PATIENTS. CCT(S) COVER OVER 100 PRIMARY CARE PRACTICES AND SPECIALTY PRACTICES ACROSS SEVEN COUNTIES. NURSE-DRIVEN PROTOCOLS AND SPECIALTY REFERRALS ALLOW FOR SEAMLESS COLLABORATION WITH OACIS (OPTIMIZING ADVANCED COMPLEX ILLNESS SUPPORT) HOME-BASED CONSULT SERVICE, HOME CARE, REMOTE PATIENT MONITORING, AND OTHER LVHN NETWORK SERVICES. IN FY2023, CCT(S) TOUCHED OVER 16,799 UNIQUE PATIENTS AND OVER 57,218 TOTAL PATIENT CONTACTS BY PHONE, PORTAL COMMUNICATION, VIDEO VISITS, OR FACE-TO-FACE VISITS. IN ADDITION TO WORKING TO HELP PATIENTS GAIN INSURANCE, FOOD, SHELTER, AND TRANSPORTATION. IN FY2023, CCT(S) FACILITATED OVER $6 MILLION IN FREE PRESCRIPTION MEDICATIONS. SECURING THESE MEDICATIONS REDUCES AMBULATORY CARE SENSITIVE ADMISSIONS AND UNNECESSARY EMERGENCY DEPARTMENT VISITS. OVER THE LAST NINE FISCAL YEARS, THIS PROGRAM HAS SECURED OVER $44 MILLION IN FREE AND DISCOUNTED PRESCRIPTIONS FOR LVHN PATIENTS. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): | IN FY2023, LVHN SCREENED APPROXIMATELY 73,000 PATIENT ENCOUNTERS FOR SOCIAL DETERMINANTS OF HEALTH (SDOH) CONCERNS AND 2,500 REFERRALS FOR POPULATION HEALTH CARE MANAGEMENT OR SOCIAL SERVICE INTERVENTION WERE PLACED DUE TO POSITIVE SCREENS. OF THOSE PATIENTS REFERRED TO POPULATION HEALTH FOR FURTHER ASSESSMENT AND INTERVENTION, CCT SOCIAL WORKERS PLACED OVER 1,700 REFERRALS TO COMMUNITY-BASED ORGANIZATIONS IN THE FIND HELP PLATFORM. TO IMPROVE REFERRAL RATES FOR POSITIVE SDOH SCREENS, THE NETWORK LAUNCHED NEW SDOH SCREENING DOMAINS (UTILITIES, HEALTH LITERACY) AND REVISED THE (+) SCREEN BEST PRACTICE ADVISORY (BPA) TO TRIGGER THE SCREENER TO PLACE A REFERRAL TO POPULATION HEALTH WHEN A SIGNIFICANT NEED WAS IDENTIFIED. THE CCT TOOK A MULTIDISCIPLINARY APPROACH TO THIS PROJECT IN AN OVERALL ATTEMPT TO IMPROVE THE OVERALL CARE OF A PATIENT LIVING WITH ASTHMA. CHWS, NURSE CARE MANAGERS, AND CLINICAL PHARMACISTS COLLABORATE TO ENSURE PATIENTS ARE ON EVIDENCE-BASED MEDICATION REGIMENS, HAVE ASTHMA ACTION PLANS IN PLACE, RECEIVE TOBACCO CESSATION SUPPORT, ARE UP TO DATE ON IMMUNIZATIONS, AND UNDERSTAND APPROPRIATE INHALER TECHNIQUE. SO FAR, THE PROJECT TEAM HAS OUTREACHED TO 400 PATIENTS WITH ASTHMA, SCREENED 140 WITH ASTHMA USING THE EVIDENCE-BASED ASTHMA CONTROL TEST (ACT), ENROLLED 37 PATIENTS IN THE PROGRAM, REFERRED 21 PATIENTS TO SCA, CHANGED MEDICATIONS ON 15 PATIENTS, CREATED 6 ASTHMA ACTION PLANS, AND ACCEPTED 3 PATIENTS FOR REMEDIATION SERVICES. INTEGRATED CARE TRANSITIONS - THE INTEGRATED CARE TRANSITIONS TEAM CONSISTS OF A CENTRALIZED TRANSITION OF CARE (TOC) CALL CENTER, CARE NAVIGATION, AND REMOTE PATIENT MONITORING (RPM). ACROSS THESE TEAMS, A TOTAL OF 53,000 PATIENTS WERE CONTACTED EITHER WHILE IN A HOSPITAL SETTING OR POST-DISCHARGE AFTER A HOSPITAL STAY IN FY2023 THAT ARE ATTRIBUTED TO OUR LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION (LVPHO) PRIMARY CARE PRACTICES. THESE NUMBERS REPRESENT THE CALLS MADE FOR DISCHARGES FROM ONE OF OUR LVH HOSPITALS OR FOR ATTRIBUTED PATIENTS SEEN IN ANOTHER NON-LVHN FACILITY. THROUGHOUT FY2023, EFFORTS CONTINUED TO FOCUS ON INCREASING THE PERCENTAGE OF PATIENTS THAT HAVE A TIMELY FOLLOW-UP VISIT POST-DISCHARGE. THE PERCENT OF PATIENTS SEEN WITHIN SEVEN DAYS WAS 49.49%. RPM CONSISTS OF TWO MAIN LEVELS OF CARE ENGAGING PATIENTS THROUGH LVHN AT HOME AND STANDARD RPM. THE LVHN AT HOME PROGRAM IS A COLLABORATIVE EFFORT BETWEEN RPM, HOME CARE, AND THE ACUTE CARE BRIDGE CLINIC (MATERNAL FETAL MEDICINE PROVIDES THE MEDICAL SUPPORT FOR HIGH-RISK PREGNANCY). IN FY2023, THERE WERE 211 PATIENTS ENGAGED IN LVHN AT HOME. STANDARD RPM IS THE TRADITIONAL RPM PROGRAM WHERE PATIENTS ARE MONITORED FOR APPROXIMATELY 90 DAYS FOR THEIR CHRONIC CONDITION. IN FY2023, THERE WERE 15,161 PATIENTS ENGAGED IN STANDARD RPM, AVERAGING ABOUT 1,300 PATIENTS/MONTH. INPATIENT CARE MANAGEMENT - THE INPATIENT CARE MANAGEMENT TEAM CONSISTS OF REGISTERED NURSE AND MASTER'S IN SOCIAL WORK CARE MANAGERS ALONG WITH SOCIAL SERVICE SUPPORT STAFF TO PROVIDE CARE MANAGEMENT SERVICES. THIS TEAMS SERVED OVER 85,000 ACUTE CARE HOSPITALIZED PATIENTS AT 14 LOCATIONS THROUGHOUT THE NETWORK. INPATIENT CARE MANAGEMENT ASSESSES PATIENTS FOR DISCHARGE PLANNING NEEDS INCLUDING SOCIAL DETERMINANTS OF HEALTH, RISKS FOR READMISSION AND RISK FOR NEED OF A POST-ACUTE FACILITY STAY. THE TEAM FOCUSED ON LINKING PATIENTS TO OUR AMBULATORY CARE MANAGEMENT RESOURCES: CARES PROGRAM AND THE CCT TEAMS. IN ADDITION, THE WHY NOT HOME CAMPAIGN FOCUSED ON DECREASING SNF UTILIZATION. THE GREATEST IMPACT WAS A NEARLY 12% REDUCTION IN UTILIZATION. THIS REDUCTION ALSO CONTRIBUTES TO DECREASING TOTAL COST OF CARE AND LOS. IN FY2023, THE IN-PATIENT CARE MANAGEMENT TEAM PROVIDED $343,277 OF SUPPORT TO INDIGENT CARE. THIS FUNDING PROVIDED EMERGENCY HOUSING, SUPPLIES, TRANSPORTATION, AND MEDICATION TO FACILITATE SAFE DISCHARGES BACK TO THE COMMUNITY. MAGNET STATUS FOR NURSING EXCELLENCE - IN AUGUST 2002, THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) GRANTED MAGNET DESIGNATION TO LVH-CEDAR CREST AND LVH-MUHLENBERG, THE FIRST FULL-SERVICE HOSPITALS IN PENNSYLVANIA TO RECEIVE THE RECOGNITION. DEVELOPED BY THE ANCC IN 1994, THE MAGNET DESIGNATION IS THE AMERICAN NURSES ASSOCIATION'S HIGHEST HONOR FOR EXCELLENCE IN NURSING AND RECOGNIZES LEHIGH VALLEY HOSPITAL AS A NATIONAL AND GLOBAL LEADER IN NURSING EDUCATION, RESEARCH, PATIENT SATISFACTION, EVIDENCED-BASED CARE, IMPROVED PATIENT OUTCOMES, JOB RETENTION AND THE CENTRAL ROLE OF NURSING IN THE ORGANIZATION. HEALTH CARE ORGANIZATIONS MUST REAPPLY FOR MAGNET RECOGNITION EVERY FOUR YEARS. AN ORGANIZATION REAPPLYING FOR MAGNET RECOGNITION MUST PROVIDE DOCUMENTED EVIDENCE TO DEMONSTRATE HOW STAFF MEMBERS SUSTAINED AND IMPROVED MAGNET CONCEPTS, PERFORMANCE, AND QUALITY OVER THE FOUR-YEAR PERIOD SINCE THE ORGANIZATION RECEIVED ITS MOST RECENT RECOGNITION. ADDITIONALLY, RE-DESIGNATING ORGANIZATIONS MUST UNDERGO A SITE VISIT BY A TEAM OF MAGNET APPRAISERS WHO SPEND TIME INTERACTING WITH NURSES AND OTHER COLLEAGUES TO VALIDATE, VERIFY AND AMPLIFY COMPLIANCE AND ENCULTURATION OF KEY MAGNET MODEL COMPONENTS WHICH INCLUDE TRANSFORMATIONAL LEADERSHIP; STRUCTURAL EMPOWERMENT; EXEMPLARY PROFESSIONAL PRACTICE; NEW KNOWLEDGE, INNOVATIONS, AND IMPROVEMENTS; AND EMPIRICAL QUALITY RESULTS. IN 2006, 2011, 2016, AND 2020, LVH WAS RE-DESIGNATED AS A MAGNET HOSPITAL, CONTINUING TO DEMONSTRATE THE REQUIRED EVIDENCE OF A PRACTICE ENVIRONMENT IN WHICH PROFESSIONAL NURSES AND INTERDISCIPLINARY COLLEAGUES LEAD THE REFORMATION OF HEALTH CARE AND THE CARE OF THE PATIENT, FAMILY, AND COMMUNITY. IN FY2024, LVH WILL SUBMIT OUR APPLICATION FOR A 6TH DESIGNATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE CORPORATE MEMBER IS LEHIGH VALLEY HEALTH NETWORK, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S SOLE CORPORATE MEMBER, LEHIGH VALLEY HEALTH NETWORK, INC., HAS THE POWER TO ELECT, APPOINT, APPROVE, OR REJECT MEMBER'S OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S SOLE CORPORATE MEMBER, LEHIGH VALLEY HEALTH NETWORK, INC., HAS THE POWER TO APPROVE OR REJECT CERTAIN MAJOR OPERATING DECISIONS MADE BY THE ORGAZINATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS TO REVIEW THE FORM 990'S INCLUDES: DRAFT 1 OF THE RETURNS IS REVIEWED IN DETAIL WITH A FOCUS ON ACCURACY, COMPLETENESS, AND PERSPECTIVE BY THE LVHN VICE-PRESIDENT, FINANCE & CONTROLLER. DRAFT 2 OF THE RETURNS IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. ALL COMPENSATION DISCLOSURES ARE REVIEWED BY THE DIRECTOR, COMPENSATION - HUMAN RESOURCES. DRAFT 3 OF THE RETURNS IS REVIEWED TOGETHER WITH THE PRESIDENT & CEO, THE EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, THE VICE-PRESIDENT, FINANCE & CONTROLLER, AND THE ADMINISTRATOR, TAX. FINAL RETURNS ARE PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JANUARY 2016, LVHN IMPLEMENTED AN ELECTRONIC TOOL DESIGNED TO SEND NOTIFICATIONS AND TRACK DISCLOSURES REPORTED ON CONFLICT OF INTEREST QUESTIONNAIRES. THE NETWORK ALSO EXPANDED THE SCOPE OF THE CONFLICT OF INTEREST OR COMMITMENT POLICY, SUCH THAT ADDITIONAL COLLEAGUES ARE NOW REQUIRED TO COMPLETE A QUESTIONNAIRE EACH YEAR. PRIOR TO JANUARY, THE VP, INTERNAL AUDIT AND COMPLIANCE SERVICES ISSUED A NOTICE TO BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT COUNCIL WHEN IT WAS TIME FOR THEM TO SUBMIT THEIR CONFLICT OF INTEREST QUESTIONNAIRES. THE VP ALSO INSTRUCTED MEMBERS OF THE SENIOR MANAGEMENT COUNCIL TO IDENTIFY AND REQUEST COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES FROM INDIVIDUALS WHO HAD POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE HER WITH THE IDENTITY OF THOSE INDIVIDUALS. COMPLIANCE SERVICES TRACKED COMPLETION OF THE QUESTIONNAIRES. ALL PHYSICIANS ON LVHN'S MEDICAL STAFF ARE ALSO REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. MEDICAL STAFF SERVICES MONITORS THIS PROCESS TO ENSURE THAT ALL PHYSICIANS COMPLY. POTENTIAL CONFLICTS ARE MANAGED BY THE LVHN CONFLICT OF INTEREST COMMITTEE AND/OR BY THE BOARD OF TRUSTEES, DEPENDING ON WHOSE INTEREST(S) POSE THE CONFLICT AND THE NATURE OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | LEHIGH VALLEY HEALTH NETWORK 2023 EXECUTIVE COMPENSATION REVIEW IN COMPLIANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCESS OUTLINED IN THE INTERMEDIATE SANCTIONS REGULATIONS (ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE); SULLIVAN COTTER AND ASSOCIATES, INC. (SULLIVAN COTTER) QUALIFIES AS AN INDEPENDENT EXECUTIVE COMPENSATION EXPERT, SPECIALIZING IN THE HEALTH CARE INDUSTRY. SULLIVAN COTTER PROVIDES ADVICE TO THE LEHIGH VALLEY HEALTH NETWORK EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES TO SUPPORT ITS ATTAINMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS REGULATIONS. THEY ALSO SUPPORT THE COMMITTEE IN ENSURING THAT THE LVHN EXECUTIVE COMPENSATION PROGRAM IS COMPETITIVE AND ALIGNED WITH THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY. CHIEF EXECUTIVE OFFICER TOTAL COMPENSATION REVIEW: PROGRAM ANALYSIS: ANALYZE THE MARKET POSITION OF TOTAL COMPENSATION (BASE SALARY, INCENTIVE, BENEFITS, AND PERQUISITES) FOR LVHN'S PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) IN RELATION TO CEO MARKET DATA OBTAINED FOR A DEFINED PEER GROUP OF COMPARABLE HEALTH SYSTEMS. THIS INCLUDES THE PREPARATION OF TALLY SHEETS FOR THE PRESIDENT AND CEO AS WELL AS AN ANALYSIS OF FORM 990 COMPENSATION DATA. THEY ASSESS THE ALIGNMENT OF THE PRESIDENT AND CEO'S COMPENSATION WITH LVHN'S COMPENSATION PHILOSOPHY AND NOTE THE IMPLICATIONS OF THE REVIEW. SULLIVAN COTTER'S ANALYSES AND FINDINGS ARE SUMMARIZED IN A REPORT TO THE COMMITTEE THAT PROVIDES A REASONABLENESS OPINION FOR THE INTERMEDIATE SANCTIONS COMPLIANCE. THE REPORT WAS PROVIDED BY SULLIVAN COTTER AT THE AUGUST 16, 2022 EXECUTIVE COMPENSATION COMMITTEE MEETING. CEO COUNCIL EXECUTIVE TOTAL COMPENSATION REVIEW: PROGRAM ANALYSIS: ANALYZE THE MARKET POSITION OF TOTAL COMPENSATION (SALARIES, INCENTIVES, BENEFITS, AND PERQUISITES) FOR LVHN'S CEO COUNCIL EXECUTIVES (APPROXIMATELY 10 TOTAL POSITIONS) IN RELATION TO COMPARABLE POSITIONS IN PEER ORGANIZATIONS. THIS INCLUDES THE PREPARATION OF TALLY SHEETS FOR EACH INDIVIDUAL. SULLIVAN COTTER'S ANALYSES AND FINDINGS ARE SUMMARIZED IN A REPORT TO THE COMMITTEE THAT ALSO PROVIDES AN OPINION OF REASONABLENESS FOR INTERMEDIATE SANCTIONS COMPLIANCE. THE REPORT WAS PROVIDED BY SULLIVAN COTTER AT THE AUGUST 16, 2022 EXECUTIVE COMPENSATION COMMITTEE MEETING. SUMMARY OF METHODOLOGY TO CONDUCT THIS ANALYSIS, SULLIVAN COTTER: COLLECTED BACKGROUND INFORMATION REGARDING LVHN'S OPERATIONS, STRUCTURE, SIZE AND SCOPE, AS WELL AS EACH POSITION'S DUTIES. COMPILED MARKET DATA FOR CEO COUNCIL EXECUTIVES CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY APPROVED BY THE COMMITTEE DURING ITS SEPTEMBER 22, 2022 MEETING: THE MARKET DATA USED FOR LVHN SYSTEM EXECUTIVES IN THIS ASSESSMENT ARE AN EQUALLY WEIGHTED BLEND OF: (1) LVHN'S COMMITTEE-APPROVED PEER GROUP OF 25 NOT-FOR-PROFIT HEALTH SYSTEMS LOCATED IN THE NORTHEAST (EXCLUDING NEW YORK CITY) WITH NET OPERATING REVENUES BETWEEN $2.0 BILLION AND $9.0 BILLION (MEDIAN OF $3.2 BILLION); AND (2) NATIONAL DATA REFLECTING ORGANIZATIONS OF SIMILAR SCOPE AND SIZE TO LVHN. PEER GROUP AND NATIONAL MARKET DATA WERE ABSTRACTED FROM SULLIVAN COTTER'S 2022 SURVEY OF MANAGER AND EXECUTIVE COMPENSATION IN HOSPITALS AND HEALTH SYSTEMS, AS WELL AS OTHER PUBLISHED COMPENSATION SURVEYS REFLECTING PAY AT COMPARABLY SIZED ORGANIZATIONS, WHICH INCLUDED NATIONAL HOSPITALS AND NATIONAL MEDICAL GROUPS. COMPILED MARKET DATA FOR THE LVHN CLINICAL CHAIRS PREPARED BY THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC) FOR THE CHAIRS OF CLINICAL DEPARTMENTS IN MEDICAL SCHOOLS, LVHN'S TRADITIONAL COMPARATOR GROUP FOR THESE JOBS. ADJUSTED THE MARKET DATA TO AN EFFECTIVE DATE OF JANUARY 1, 2023 AT AN ANNUALIZED RATE OF 3.0% BASED ON SALARY INCREASE TRENDS. COMPARED EACH COMPONENT OF LVHN'S BENEFIT PROGRAM AGAINST TYPICAL MARKET BENEFIT PRACTICES IN HEALTH SYSTEMS AND HOSPITALS BASED ON MULTIPLE PUBLISHED SURVEYS, SUPPLEMENTED BY SULLIVAN COTTER'S PROPRIETARY DATA AND EXPERIENCE. DEVELOPED MARKET TOTAL COMPENSATION DATA BY COMBINING MARKET TCC WITH TYPICAL MARKET BENEFIT COSTS. COMPARED LVHN'S TC TO MARKET RATES AND ASSESSED OVERALL POSITIONING. FOR PHYSICIAN EXECUTIVES HAVING BOTH CLINICAL AND ADMINISTRATIVE ROLES, RELEVANT MARKET DATA WERE COLLECTED BASED ON FTE ALLOCATION. SULLIVAN COTTER HAS NOT COMPLETED AN ASSESSMENT OF THE PHYSICIANS' PRODUCTIVITY OR THE FAIR MARKET VALUE (FMV) OF THEIR CLINICAL COMPENSATION, AS LVHN HAS ADVISED THAT SUCH AMOUNTS ARE APPROPRIATE AND WITHIN FMV. SULLIVAN COTTER USED THE FOLLOWING METHODOLOGY TO ASSESS THE COMPETITIVENESS AND REASONABLENESS OF LVHN'S EXECUTIVE TOTAL COMPENSATION LEVELS: COLLECTED BACKGROUND INFORMATION REGARDING LVHN'S OPERATIONS, STRUCTURE, SIZE AND SCOPE. COLLECTED INFORMATION ON EACH CEO COUNCIL EXECUTIVE MEMBER'S CURRENT COMPENSATION. DATA COLLECTED INCLUDE BASE SALARIES, ANNUAL INCENTIVE OPPORTUNITY LEVELS (TARGET AND MAXIMUM), ACTUAL ANNUAL INCENTIVE PAYOUT AMOUNTS, ANNUAL COSTS OF ALL STANDARD AND SUPPLEMENTAL BENEFITS AND ANNUAL COST AND DESCRIPTION OF EXECUTIVE PERQUISITES. REVIEWED JOB DESCRIPTIONS AND ORGANIZATIONAL CHARTS TO IDENTIFY EACH POSITION'S FUNCTIONAL RESPONSIBILITIES AND REPORTING RELATIONSHIPS. SELECTED THE APPROPRIATE BENCHMARK POSITION MATCH FOR EACH POSITION AND APPLIED PREMIUMS/DISCOUNTS TO THE MARKET DATA IN INSTANCES WHERE LVHN'S JOB DUTIES DIFFER MATERIALLY FROM BENCHMARK POSITION MATCHES. POSITION MATCHES AND MARKET ADJUSTMENTS WERE REVIEWED WITH LVHN'S SENIOR VICE PRESIDENT, HUMAN RESOURCES AND COMPENSATION STAFF. LVHN'S PROJECTED FY2022 NET REVENUES AND PHYSICIAN FTE'S WERE USED AS THE SCOPE SIZE FOR EACH ENTITY. |
| FORM 990, PART VI, SECTION C, LINE 18 | LEHIGH VALLEY HOSPITAL'S FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE - WWW.LVHN.ORG. IT IS ALSO AVAILABLE ON GUIDESTAR (ANOTHER'S WEBSITE) AND UPON REQUEST; PRINTED COPIES ARE HELD BY SENIOR MANAGEMENT AND BY THE MARKETING DEPARTMENT. THE ORGANIZATION'S FORM 990-T IS ONLY AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS ANNUAL REPORT TO THE COMMUNITY. THE ANNUAL REPORT IS DISTRIBUTED TO ALL ATTENDEES AT THE ORGANIZATIONS ANNUAL PUBLIC MEETING. THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE - WWW.LVHN.ORG. IN ADDITION, IT IS DISTRIBUTED VIA MAIL TO MEMBERS OF THE COMMUNITY. THE ORGANIZATIONS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | UNFUNDED PENSION 40,094,972. TRANSFERS TO/FROM AFFILIATES 33,066,006. |
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