Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
ST JOSEPH REGIONAL HEALTH NETWORK
 
 
Doing business as
PENN STATE HEALTH ST JOSEPH MEDICAL CENTER
 
Number and street (or P.O. box if mail is not delivered to street address)
100 CRYSTAL A DRIVE MC CA210
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HERSHEY, PA17033
D Employer identification number

23-1352211
E Telephone number

G Gross receipts $ 366,047,604
F Name and address of principal officer:
JOSEPH FRANK
100 CRYSTAL A DRIVE MC CA210
HERSHEY,PA17033
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.pennstatehealth.org/LOCATIONS/ST-JOSEPH
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1889
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 1,768
6 Total number of volunteers (estimate if necessary) ............. 6 77
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,056,437
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,042,555 3,374,633
9 Program service revenue (Part VIII, line 2g) ......... 350,963,714 360,850,885
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -133,124 -50,631
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,745,074 1,770,596
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 357,618,219 365,945,483
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 196,133 216,678
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 124,771,132 128,132,749
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).... 227,904,676 184,830,365
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 352,871,941 313,179,792
19 Revenue less expenses. Subtract line 18 from line 12....... 4,746,278 52,765,691
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 169,838,071 152,441,303
21 Total liabilities (Part X, line 26)............. 108,330,643 86,770,846
22 Net assets or fund balances. Subtract line 21 from line 20..... 61,507,428 65,670,457
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF ST. JOSEPH REGIONAL HEALTH NETWORK IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE CREATE HEALTHIER COMMUNITIES. THE CORPORATION CALLS OTHER (CONTINUED ON SCHEDULE O)
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 203,603,001 including grants of $ 216,678 ) (Revenue $ 359,852,858 )
PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER IS A 204-BED ACUTE CARE HOSPITAL IN BERN TOWNSHIP, PA., THAT PROVIDES PATIENTS ADVANCED OUTPATIENT AND INPATIENT DIAGNOSTIC, MEDICAL AND SURGICAL SERVICES, INCLUDING MINIMALLY INVASIVE SURGERY. THE MEDICAL CENTER PROVIDES HIGHLY SKILLED, EXPERIENCED SURGEONS THAT TREAT A WIDE RANGE OF CONDITIONS, INCLUDING APPENDICITIS, HERNIAS, GALLBLADDER DISEASES, STOMACH AND INTESTINAL ISSUES, BREAST CANCER, AND BREAST RECONSTRUCTION SURGERY. THE MEDICAL CENTER USES ADVANCED TECHNIQUES SUCH AS MINIMALLY INVASIVE LAPAROSCOPIC AND ROBOTIC-ASSISTED SURGERY TO ASSIST WITH COMPREHENSIVE TREATMENT FOR AN ACTIVE, PAIN FREE LIFE.
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 expenses203,603,001
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,768
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
PA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
TRACY L MOYER SVP FINANCIAL OPERATIONS100 CRYSTAL A DR MC CA210   HERSHEY,PA17033 (717) 763-2100
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DEBORAH ADDO......................................................................
DIRECTOR / PSH CEO
1.0
.................
49.0
X   X       0 1,549,663 155,443
(2) JOSEPH FRANK......................................................................
PRESIDENT
1.0
.................
49.0
X   X       0 621,209 36,404
(3) MICHAEL DUFF......................................................................
CHAIR / DIRECTOR
1.0
.................
0
X   X       0 0 0
(4) ROBERT FIRELY......................................................................
VICE CHAIR / DIRECTOR
1.0
.................
0
X   X       0 0 0
(5) CARL N BOTTERBUSCH......................................................................
DIRECTOR
1.0
.................
0
X           0 0 0
(6) Dr RHADA PYATI......................................................................
DIRECTOR
1.0
.................
0
X           0 0 0
(7) FR ROBERT FINLAN......................................................................
DIRECTOR
1.0
.................
0
X           0 0 0
(8) HEIDI B MASANO......................................................................
DIRECTOR
1.0
.................
1.0
X           0 0 0
(9) JACK R GOMBACH......................................................................
DIRECTOR
1.0
.................
1.0
X           0 0 0
(10) KARTIK SHAH......................................................................
DIR / PRES MED STAFF
1.0
.................
49.0
X           0 789,308 36,862
(11) KENNETH WOOD......................................................................
DIRECTOR
1.0
.................
49.0
X           0 979,665 110,378
(12) LOUIS BORGATTA MD......................................................................
DIRECTOR/PHYSICIAN
1.0
.................
49.0
X           0 738,972 46,984
(13) MARC ROVITO......................................................................
DIRECTOR/PHYSICIAN
1.0
.................
49.0
X           0 653,037 51,579
(14) PETER M CARLINO......................................................................
DIRECTOR
1.0
.................
1.0
X           0 0 0
(15) EDWARD CHABALOWSKI......................................................................
TREASURER/CFO - PART YEAR
48.0
.................
2.0
    X       411,294 0 39,868
(16) KIMBERLY WOLF......................................................................
EXEC. DIR. / SJRHN SR. MED. DIR.
49.0
.................
1.0
    X       461,709 0 28,058
(17) NICOLE LEHMAN......................................................................
SECRETARY (PSU EMP)
1.0
.................
49.0
    X       0 285,408 100,361
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PAULA TINCH........................................................................
PSH CFO & EVP - PART YEAR
1.0
.......................49.0
    X       0 1,391,377 46,993
(19) RANDY MORRIS........................................................................
TREASURER
1.0
.......................49.0
    X       0 400,775 46,738
(20) ROSS DARROW........................................................................
VICE PRESIDENT, TREASURER
1.0
.......................49.0
    X       0 362,755 54,328
(21) STEPHEN MASSINI........................................................................
PSH CEO - PART YEAR
1.0
.......................49.0
    X       0 2,575,103 660,113
(22) MICHAEL JUPINA........................................................................
VP COMMUNICATIONS
40.0
.......................0.0
      X     0 291,756 22,178
(23) WENDY CLAYTON........................................................................
VP / CNO
50.0
.......................0
      X     288,870 0 50,291
(24) Kirstie Anderson........................................................................
REGISTERED NURSE
50.0
.......................0
        X   212,260 0 14,088
(25) Lori Lapish-Heins........................................................................
REGISTERED NURSE
50.0
.......................0
        X   241,588 0 49,031
(26) Mamie Eschleman........................................................................
REGISTERED NURSE
50.0
.......................0
        X   243,795 0 27,810
(27) Marian Rhoads........................................................................
REGIONAL DIRECTOR
50.0
.......................0
        X   254,268 0 37,717
(28) Sara Kleiman........................................................................
PHYSICIAN ADVISOR
50.0
.......................0
        X   422,637 0 45,592




1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 2,536,421 10,639,028 1,660,816
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 251
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AMN HEALTHCARE INC

12400 HIGH BLUFF DR
SAN DIEGO,CA92130
Contracted Nurses 3,695,981
SODEXO INC

111 S FRONT ST
HARRISBURG,PA17101
DIETARY AND HOUSEKEEPING SERVICES 2,813,538
EMERGENCY PHYSICIAN ASSOCIATION OF PA PC

PO BOX 635016
CINCINNATI,OH45263
CONTRACTED PHYSICIANS 2,028,011
ON TOP MEDICAL LLC

1229 BAYOU BLUE RD
HOUMA,LA70364
SURGICAL SERVICES 1,636,285
QUEST DIAGNOSTICS INC

PO BOX 828669
PHILADELPHIA,PA19182
Lab Services 1,345,371
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 27
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 3,167,484
e Government grants (contributions)1e 197,000
f All other contributions, gifts, grants, and similar amounts not included above1f 10,149
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 3,374,633
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICES 622110 347,799,576 347,799,576    
b PHARMACY & LAB REVENUE 622110 13,051,309 11,994,872 1,056,437  
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 360,850,885
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 4,462     4,462
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 1,202,441  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 1,202,441 0
d Net rental income or (loss)....... 1,202,441     1,202,441
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a   47,028
b Less: cost or other basis and sales expenses 7b   102,121
c Gain or (loss) 7c 0 -55,093
d Net gain or (loss)......... -55,093     -55,093
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a Incentive Income 900099 378,369     378,369
b Gift Shop Sales 900099 131,376     131,376
c Medical fitness program 622110 43,468 43,468    
d All other revenue .... 14,942 14,942 0 0
e Total. Add lines 11a–11d ...... 568,155
12 Total revenue. See instructions..... 365,945,483 359,852,858 1,056,437 1,661,555
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 216,678 216,678
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,282,145 172,091 1,110,054  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 100,531,607 87,802,586 12,729,021  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 3,709,612 1,413 3,708,199  
9 Other employee benefits ....... 15,375,345 178,437 15,196,908  
10 Payroll taxes ........... 7,234,040 23,343 7,210,697  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,558   1,558  
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 22,189,664 17,215,372 4,974,292 0
12 Advertising and promotion ....        
13 Office expenses ....... 2,302,807 1,834,014 468,793  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 8,897,584 4,062,928 4,834,656  
17 Travel ............ 126,891 114,804 12,087  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 29,196 12,457 16,739  
20 Interest ........... 2,712,282 2,451 2,709,831  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 11,209,921 6,836,032 4,373,889  
23 Insurance ... 6,675,872 6,030,868 645,004  
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 MEDICAL SUPPLIES 77,282,076 77,282,076    
b ALLOCATED CORP SERVICES 50,884,658   50,884,658  
c REPAIRS AND MAINTENANCE 978,279 613,674 364,605  
d Return of Grant - PEMA 552,942 552,942    
e All other expenses 986,635 650,835 335,800 0
25 Total functional expenses. Add lines 1 through 24e 313,179,792 203,603,001 109,576,791 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).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 860 1 660
2 Savings and temporary cash investments ......... 2,562,114 2 1,375,268
3 Pledges and grants receivable, net ......   3 550,000
4 Accounts receivable, net ............. 56,402,837 4 48,252,073
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 6,707,854 8 6,343,875
9 Prepaid expenses and deferred charges ...... 1,764,420 9 1,272,887
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 168,467,020
b Less: accumulated depreciation 10b 89,952,288 84,711,118 10c 78,514,732
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14 120,000
15 Other assets. See Part IV, line 11 ........... 17,688,868 15 16,011,808
16 Total assets. Add lines 1 through 15 (must equal line 33)... 169,838,071 16 152,441,303
Liabilities 17 Accounts payable and accrued expenses ..... 28,331,200 17 23,381,090
18 Grants payable ...   18  
19 Deferred revenue ......... 1,460,597 19 1,062,339
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 78,538,846 25 62,327,417
26 Total liabilities. Add lines 17 through 25.. 108,330,643 26 86,770,846
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 58,620,906 27 62,317,472
28 Net assets with donor restrictions ........... 2,886,522 28 3,352,985
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 61,507,428 32 65,670,457
33 Total liabilities and net assets/fund balances ........ 169,838,071 33 152,441,303
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
365,945,483
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
313,179,792
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
52,765,691
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
61,507,428
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-48,602,662
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
65,670,457
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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  
12
12
 
13
First 5 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
14
14
 
15
15
 
16a
33 1/3% support test—2024. 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
b
33 1/3% support test—2023. 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—2024. 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
b
10%-facts-and-circumstances test—2023. 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
18
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. 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
b
33 1/3 % support tests—2023. 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
20
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) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
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.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on 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.
9c
 
 
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
 
 
b
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) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
By reason of the relationship described in line 2 above, 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
Did the activities described on line 2a, above 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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 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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 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 2024 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-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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. Don't 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 ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ST JOSEPH REGIONAL HEALTH NETWORK
 
Employer identification number
23-1352211
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


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
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.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(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? ...................................................................................................................

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) 2021 (b) 2022 (c) 2023 (d) 2024 (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) 2024


Schedule C (Form 990) 2024
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
No
(b)
Amount
1
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:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
24,464
j
Total. Add lines 1c through 1i ....................................................................................................
24,464
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
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
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
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? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
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 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION WAS A MEMBER OF CERTAIN INDUSTRY ORGANIZATIONS; ALL OF WHICH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. THE PORTION OF THESE DUES ALLOCATED TO LOBBYING EXPENDITURES FOR THE YEAR IS THE FIGURE PROVIDED IN PART II-B, LINE 1I.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 .....   3,788,724 3,788,724
b Buildings ....   74,501,719 32,185,218 42,316,501
c Leasehold improvements   21,047,495 9,629,767 11,417,728
d Equipment ....   65,817,709 48,137,303 17,680,406
e Other .....   3,311,373   3,311,373
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 78,514,732
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other 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.)right arrow  
Part VIII
Investments - Program 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.)right arrow  
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)ROU OPERATING LEASE 12,060,370
(2)ROU FINANCE LEASE 2,324,659
(3)SELF INSURANCE RECOVERIES 1,626,779
(4)TRADE NAME-INTANGIBLES  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 16,011,808
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  
Federal Income Taxes  
DUE TO AFFILIATES 40,479,927
LEASE LIABILITY 14,454,834
MEDICAL MALPRACTICE 4,645,648
WORKERS COMP ACCRUED PAYABLE 1,120,229
SELF INSURANCE LIABILITIES 1,626,779
SALES TAX PAYABLE  


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 62,327,417
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
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
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
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.
3
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.
a
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:
3a
Yes
 
b
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: . . . . . . . .
3b
Yes
 
%
c
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.
4
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"? . . . . . . . . . . . . .

4

 

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

 

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
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? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (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) . . .
    1,296,631   1,296,631 0.414 %
b Medicaid (from Worksheet 3, column a) . . . . .     52,923,208 36,210,563 16,712,645 5.336 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 54,219,839 36,210,563 18,009,276 5.750 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).   90,253 630,236   630,236 0.201 %
f Health professions education (from Worksheet 5) . . .   1,054 313,264 167,420 145,844 0.047 %
g Subsidized health services (from Worksheet 6) . . . .         0 0 %
h Research (from Worksheet 7) .         0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .   36,442 178,956   178,956 0.057 %
j Total. Other Benefits . . 0 127,749 1,122,456 167,420 955,036 0.305 %
k Total. Add lines 7d and 7j . 0 127,749 55,342,295 36,377,983 18,964,312 6.055 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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 (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support   165 5,929   5,929 0.002 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members
        0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development   6 106,739   106,739 0.034 %
9 Other         0 0 %
10 Total 0 171 112,668 0 112,668 0.036 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
26,585,060
3
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. ......
3
 
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
53,862,772
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
72,200,235
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-18,337,463
8
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:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
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 .........................

9b

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
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Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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?1Name, 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)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST JOSEPH MEDICAL CENTER
2500 BERNVILLE ROAD
READING,PA19605
WWW.PENNSTATEHEALTH.ORG/LOCATIONS
710501
X X         X      
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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):
1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 25
5 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 ................. 5 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.................................. 6a Yes  
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): www.pennstatehealth.org/COMMUNITY
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2024
Schedule H (Form 990) 2024
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 No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.0%
and FPG family income limit for eligibility for discounted care of 300.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
www.pennstatehealth.org/patients-visitors/billing-medical-records/financial-assistance
b
www.pennstatehealth.org/patients-visitors/billing-medical-records/financial-assistance
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
ST JOSEPH MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 nonpayment?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
ST JOSEPH MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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, Part V, Section B, Line 5 Facility , 1 Facility , 1 - ST. JOSEPH REGIONAL HEALTH NETWORK. INPUT FOR COMMUNITY HEALTH NEEDS ASSESSMENT: PENN STATE HEALTH THE OVERALL PARENT OF THE HEALTH SYSTEM IN WHICH PSHHMC AFFILIATED, IS COMMITTED TO UNDERSTANDING AND ADDRESSING THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. IN ORDER TO BEST DO THAT, THE HEALTH SYSTEM COMPLETED ITS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). IN FISCAL YEAR 2025, WE CARRIED OUT THE THIRD YEAR OF THE CURRENT IMPLEMENTATION PLAN, WHILE ALSO DEVELOPING THE 2026-2028 IMPLEMENTATION STRATEGY BASED ON THE PRIORITIES IDENTIFIED IN THE 2025 CHNA. CHNA PROCESS: THE 2025 CHNA USED BOTH PRIMARY AND SECONDARY METHODS TO SOLICIT COMMUNITY INPUT AND COMPARE HEALTH TRENDS AND DISPARITIES ACROSS THE SIX-COUNTY SERVICE AREA. THE CHNA TIMELINE FROM JANUARY TO NOVEMBER 2024 COMPLIED WITH IRS TAX CODE 501(R) REQUIREMENTS TO CONDUCT A CHNA EVERY THREE YEARS AS SET FORTH BY THE AFFORDABLE CARE ACT (ACA). NEW DURING THIS FIFTH CHNA CYCLE: ENGAGED THE FIVE TASK FORCES TO CARRY OUT OUR CURRENT CHNA IMPLEMENTATION PLAN: 1) MENTAL HEALTH 2) HEALTH EQUITY 3) CHRONIC DISEASE AND RISK FACTOR PREVENTION 4) NUTRITION AND FOOD ACCESS 5) PHYSICAL ACTIVITY SHORTENED BOTH KEY INFORMANT AND COMMUNITY MEMBER SURVEYS TO SIMPLIFY AND FOCUS ON WHAT INFORMATION WE CANNOT GATHER WITH SECONDARY DATA. SHARED THE KEY INFORMANT SURVEY BROADLY BUT PRIORITIZED COMPLETING THE COMMUNITY MEMBER SURVEY IN MARGINALIZED COMMUNITIES OFTEN NOT HEARD FROM IN OTHER DATA SOURCES. PARTNERED WITH PENN MEDICINE LANCASTER GENERAL HOSPITAL AND WELLSPAN HEALTH TO CONDUCT THE KEY INFORMANT SURVEY IN OUR OVERLAPPING COUNTIES OF LEBANON AND LANCASTER. HELD KEY INFORMANT CONVERSATIONS TO GATHER MORE INPUT ON SURVEY RESPONSES AND HOW WE CAN BEST ADDRESS RESULTING COMMUNITY NEEDS. ANALYZED COMMUNITY HEALTH DATA COLLECTED AND MANAGED BY OUR COMMUNITY HEALTH NURSES USING RESEARCH ELECTRONIC DATA CAPTURE (REDCAP) TOOLS, AS WELL AS OUR OWN PATIENT DATA FROM THE SOCIAL DRIVERS OF HEALTH INPATIENT SCREENING TOOL AND THE TRINETX DATABASE. SPECIFIC CHNA STEPS INCLUDED: ANNOUNCEMENTS TO THE CHNA TASK FORCES COMPRISED OF COMMUNITY LEADERS AND PSH STAFF OPERATING THE CURRENT IMPLEMENTATION PLAN, AS WELL AS THE COMMUNITY HEALTH TEAM, TO KICK OFF THE CHNA CYCLE. REGULAR MEETINGS WERE HELD WITH THESE GROUPS THROUGHOUT THE CYCLE TO PILOT THE SURVEYS, ASSIST WITH SURVEYING AND DETERMINE PRIORITIES. MONTHLY MEETINGS WITH ALL HOSPITAL LEADERS TO REVIEW PROGRESS, PROVIDE FEEDBACK AND DETERMINE PRIORITIES. A KEY INFORMANT SURVEY WITH 460 COMMUNITY LEADERS AND STAKEHOLDERS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING EXPERTS IN PUBLIC HEALTH AND INDIVIDUALS REPRESENTING MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS. OUT OF 460 SURVEYS, 450 WERE ANALYZED AND 10 RESPONSES WERE EXCLUDED BECAUSE THEY DID NOT REPRESENT ANY OF OUR SIX COUNTIES. TWELVE FOLLOW-UP KEY INFORMANT CONVERSATIONS WITH THOSE WHO REQUESTED THEM WHEN COMPLETING THEIR SURVEY. A COMMUNITY SURVEY COMPLETED BY 1,521 INDIVIDUALS, WITH 1,474 RESPONSES ELIGIBLE FOR USE BASED ON THE PARTICIPANTS' COUNTY AND AGE. AN ANALYSIS OF PSH DATA SOURCES, INCLUDING COMMUNITY HEALTH DATA. AN ANALYSIS OF EXISTING SECONDARY DATA SOURCES, INCLUDING PUBLIC HEALTH STATISTICS, DEMOGRAPHICS, SOCIAL MEASURES AND HEALTH CARE UTILIZATION. REVIEW OF THE CURRENT CHNA IMPLEMENTATION PLAN ASSETS AND AVAILABLE RESOURCES. PRIORITIZATION OF IDENTIFIED COMMUNITY HEALTH NEEDS TO DETERMINE THE MOST PRESSING ISSUES ON WHICH TO FOCUS COMMUNITY HEALTH IMPROVEMENT EFFORTS. A LIST OF COMMUNITY PARTNER ORGANIZATIONS THAT PARTICIPATED IN ANY ASPECT OF THE ASSESSMENT PROCESS IS IN APPENDIX A. THIS LIST MAY NOT BE ALL-INCLUSIVE SINCE PARTICIPANTS COULD CHOOSE TO BE ANONYMOUS.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - OTHER HOSPITAL FACILITIES INCLUDED IN NEEDS ASSESSMENT:. FOR THE 2025 CHNA, PENN STATE HEALTH FORMED A COLLECTIVE WORKGROUP THAT INCLUDED THE FOLLOWING HOSPITALS: -PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER -PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER -PENN STATE HEALTH LANCASTER MEDICAL CENTER -PENNSYLVANIA PSYCHIATRIC INSTITUTE -PENN STATE HEALTH REHABILITATION HOSPITAL -PENN STATE HEALTH HAMPDEN MEDICAL CENTER
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - OTHER HOSPITAL FACILITIES INCLUDED IN NEEDS ASSESSMENT:. INCLUDED KEY COMMUNITY STAKEHOLDERS TO IDENTIFY AND ADDRESS THE NEEDS OF RESIDENTS LIVING IN THE SIX-COUNTY COMMUNITY, INCLUDING A PARTNERSHIP WITH WELLSPAN HEALTH AND PENN MEDICINE LANCASTER GENERAL HOSPITAL FOR OVERALAPPING COUNTIES OF LEBANON AND LANCASTER. THE DEPARTMENT OF PUBLIC HEALTH SCIENCES AT PENN STATE COLLEGE OF MEDICINE COORDINATED THE CHNA EFFORTS. THE APPENDIX OF THE FULL REPORTS AVAILABLE AT HTTPS://WWW.PENNSTATEHEALTH.ORG/COMMUNITY CONTAINS A LIST OF COMMUNITY PARTNER ORGANIZATIONS THAT PARTICIPATED IN ANY ASPECT OF THE ASSESSMENT PROCESS. PLEASE NOTE THIS LIST MAY NOT BE ALL-INCLUSIVE SINCE PARTICIPANTS COULD REMAIN ANONYMOUS.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - . 2025 CHNA PRIORITIZED HEALTH NEEDS A CHNA LEADERSHIP TEAM REPRESENTING ALL PSH HOSPITALS MET ON A REGULAR BASIS THROUGHOUT THE CHNA PROCESS. THIS GROUP REVIEWED ALL FINDINGS, INCLUDING SURVEY RESULTS, KEY INFORMANT CONVERSATIONS, SECONDARY DATA ANALYSIS, CURRENT PLAN ACCOMPLISHMENTS AND AVAILABLE ASSETS, TO RECOMMEND THE THREE TOP PRIORITY HEALTH NEEDS TO FOCUS ON. THESE RESULTS AND RECOMMENDATIONS WERE ALSO PRESENTED TO THE PSH COMMUNITY HEALTH TEAM AND FIVE ACTIVE CHNA TASK FORCES. ALL THESE GROUPS CONSIST OF COMMUNITY-MINDED POSITIONS FROM PSH ENTITIES AS WELL AS COMMUNITY PARTNERS. THE PRIORITIZATION CRITERIA CONSIDERED INCLUDED THE SEVERITY AND MAGNITUDE OF THE NEED, CONTRIBUTING SOCIAL ISSUES, EXISTING COMMUNITY PARTNERSHIPS AND ASSETS, WHAT THE COMMUNITY IDENTIFIED AS IMPORTANT AND NEEDED, AND A REVIEW OF OUR CURRENT PLAN'S ACCOMPLISHMENTS. WE ALSO CONSIDERED THE EXPERTISE, RESOURCES AND GOALS WITHIN EACH MEDICAL CENTER AND ACROSS PSH. THEREFORE, THROUGH MULTIPLE METHODS OF COMMUNITY ENGAGEMENT AND DIALOGUE WITH COMMUNITY HEALTH EXPERTS, THE TOP PRIORITIZED HEALTH NEEDS TO FOCUS SYSTEMWIDE HEALTH IMPROVEMENT EFFORTS OVER THE THREE-YEAR CYCLE FROM JULY 1, 2025, TO JUNE 30, 2028, ARE 1) MENTAL WELL-BEING 2) FOOD AND NUTRITION SECURITY, AND 3) PHYSICAL WELL-BEING, ALL WHILE EMPOWERING HEALTHY ACTIONS TO ULTIMATELY ACHIEVE HEALTH EQUITY. ALL PRIORITIES WILL INCLUDE A FOCUS ON COMMUNITY POPULATIONS MOST AFFECTED AS DESCRIBED IN THE DATA RESULTS BELOW. MENTAL WELL-BEING WILL INCLUDE A FOCUS ON THE AREAS OF MENTAL HEALTH, SOCIAL SUPPORT, LONELINESS, STRESS, SUBSTANCE USE/MISUSE, TRAUMA, ABUSE AND GUN VIOLENCE. MENTAL WELL-BEING MESSAGES WILL BE EMBEDDED IN MOST EDUCATIONAL SESSIONS OFFERED ACROSS ALL PRIORITIES. FOOD AND NUTRITION SECURITY WILL FOCUS ON CONTINUED EXPANSION OF PSH FOOD ACCESS RESOURCES AND EDUCATION ACROSS OUR SERVICE AREA, SUCH AS COMMUNITY GARDENS, FRIDGES, FARM STANDS/MARKETS, CORNER STORE INITIATIVES, FOOD PANTRIES AND BOXES, PANTRIES AND WELLNESS SUPPORT (PAWS), VEGGIE RX, SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) OUTREACH, PRODUCE DISTRIBUTION, TOOLKITS, ETC., TO NOT ONLY IMPROVE ACCESS TO FOOD, BUT ACCESS TO NUTRITIOUS FOOD. PHYSICAL WELL-BEING WILL FOCUS ON PROMOTING HEALTHY ACTIONS TO REDUCE CANCER RISK, DIABETES, HIGH BLOOD PRESSURE, OBESITY AND TOBACCO USE, AND INCREASING PHYSICAL ACTIVITY. AS WE MOVE INTO OUR FIFTH CYCLE, WE ARE COMMITTED TO OUR ULTIMATE GOAL OF HEALTH EQUITY WHILE WE ADDRESS THESE INTER-RELATED PRIORITIES AS WELL AS HOMELESSNESS, ACCESS TO CARE AND POVERTY-RELATED ISSUES. IMPLEMENTATION STRATEGY WHILE CARRYING OUT THE THIRD YEAR OF THE CURRENT IMPLEMENTATION PLAN, THE TASK FORCES ALSO DEVELOPED THE 2026-2028 IMPLEMENTATION STRATEGY FROM NOVEMBER 2024 TO MAY 2025. 2022-2025 IMPLEMENTATION PLAN YEAR THREE: PRIORITY 1) MENTAL HEALTH RESPONSIBLE PARTY: PENNSYLVANIA PSYCHIATRIC INSTITUTE, PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE HEALTH HAMPDEN MEDICAL CENTER GOAL: MENTAL HEALTH THROUGH PREVENTION, INTERVENTION AND SUPPORT. OVERARCHING INDICATORS/MEASUREMENTS FOR SUCCESS: -REDUCE THE NUMBER OF POOR MENTAL HEALTH DAYS REPORTED BY ADULTS IN THE PAST 30 DAYS. -DECREASE THE PERCENTAGE OF CHILDREN REPORTING FEELING SAD OR DEPRESSED MOST DAYS IN THE PAST YEAR. -DECREASE THE NUMBER OF DRUG OVERDOSE DEATHS PER 100,000 POPULATION. PROGRAM 1. BEHAVIORAL HEALTH EDUCATION AND PREVENTION - EXPAND AND INCREASE BEHAVIORAL HEALTH TRAINING AND EDUCATION. LONG-TERM OBJECTIVES (YEAR 3) 1. OFFER MENTAL HEALTH SIGNS/SYMPTOMS TRAININGS. -BY THE END OF THE 3RD YEAR, OVER 800 INDIVIDUALS WILL HAVE RECEIVED MENTAL HEALTH SIGNS/SYMPTOMS TRAINING. 2. PROVIDE SUBSTANCE USE EDUCATION VIA 15 LECTURES, TRAININGS, WEBINARS OR HEALTH FAIRS AMONG 2 ADDITIONAL POPULATIONS (LGBTQ+, RELIGIOUS, PEOPLE OF COLOR, ETC.). 3. DISTRIBUTE NALOXONE, LOCK BOXES AND SAFE DISPOSAL POUCHES AT 2 ADDITIONAL HEALTH FAIRS IN OUR SERVICE AREA. PROGRAM 2. BEHAVIORAL HEALTH RESOURCES, SUPPORT AND COLLABORATION - COLLABORATE WITH OTHER ORGANIZATIONS TO DEVELOP AN INVENTORY OF BEHAVIORAL HEALTH RESOURCES AND SUPPORT SYSTEMS. LONG-TERM OBJECTIVES (YEAR 3) 1. MAINTAIN AND EXPAND THE INVENTORY OF MENTAL HEALTH AND SUBSTANCE USE RESOURCES. 2. CONTINUE COLLABORATING WITH SCHOOL DISTRICTS TO PROMOTE MENTAL HEALTH RESOURCES. 3. MEET OR EXCEED TARGET OF 10% INCREASE IN USE OF PA 211 MENTAL HEALTH RESOURCES. 4. PSH GOVERNMENT RELATIONS WILL CONTINUE TO WORK ON ADDRESSING THE MENTAL HEALTH PRIORITY AREAS IDENTIFIED IN YEARS 1 AND 2. 5. MAINTAIN THE NUMBER OF PATIENTS RECEIVING METHADONE OR BUPRENORPHINE TREATMENT AT PPI CLINICS. 6. CONTINUE TO OFFER 2 SMART RECOVERY SUPPORT GROUPS. PRIORITY 2) HEALTH EQUITY RESPONSIBLE PARTY: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENNSYLVANIA PSYCHIATRIC INSTITUTE AND PENN STATE HEALTH REHABILITATION HOSPITAL. GOALS: - BRIDGE SYSTEMIC GAPS IN CARE BY EXPANDING COMMUNITY ACCESS AND NAVIGATION POINTS IN COLLABORATION WITH COMMUNITY PARTNERS. - EXPAND LANGUAGE AND PRACTICES THAT ARE SENSITIVE TO ISSUES LIKE SOCIAL DETERMINANTS OF HEALTH, RACISM AND LGBTQ+ DISCRIMINATION BY PROMOTING TRAUMA-INFORMED CARE (TIC). OVERARCHING INDICATORS/MEASUREMENTS FOR SUCCESS: - REDUCE DISPARITIES IN LIFE EXPECTANCY WITHIN OUR SERVICE AREA. - INCREASE THE PERCENTAGE OF ADULTS WITH A ROUTINE CHECKUP IN THE PAST YEAR. - DECREASE THE AVERAGE SCORES OF THE COMMUNITY NEED INDEX, SOCIAL VULNERABILITY INDEX OR AREA DEPRIVATION INDEX. PROGRAM 1. COMMUNITY ACCESS POINTS - COLLABORATE WITH FORMAL AND INFORMAL COMMUNITY LEADERS TO FIND COMMUNITY ACCESS AND NAVIGATION POINTS TO ENHANCE HEALTH OUTREACH. LONG-TERM OBJECTIVES (YEAR 3) 1. MAINTAIN AND UPDATE INVENTORY OF COMMUNITY HEALTH CARE ACCESS AND NAVIGATION POINTS, INCREASE NUMBER OF COMMUNITY ACCESS POINTS BY 12 LOCATIONS/EVENTS AND ASSESS THE COMMUNITY IMPACT. 2. CONTINUE PARTNERSHIP WITH UNITED WAY: - CONTINUE SUPPORTING PROMOTION OF PA 211. - RUN UNITED WAY CAMPAIGN, INCREASING EMPLOYEE CONTRIBUTIONS BY 3%. - ASSESS UNITED WAY CHW PROGRAM. PROGRAM 2. TRAUMA INFORMED COMMUNITIES - EXPAND TRAUMA-INFORMED AND HEALING-CENTERED PRACTICES ACROSS THE SERVICE AREA. LONG-TERM OBJECTIVES (YEAR 3) 1. BEGIN TO EDUCATE AT THE STATE LEVEL ON HOW TO IMPLEMENT TRAUMA-INFORMED PROCESSES. 2. IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS, OFFER 2 TIC TRAININGS TO PSH STAFF THAT ARE ALSO OPEN TO THE COMMUNITY TO PARTICIPATE. PRIORITY 3) WELLNESS AND DISEASE PREVENTION ELEMENT 1. CHRONIC DISEASE AND RISK FACTOR PREVENTION RESPONSIBLE PARTY: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER AND PENN STATE HEALTH REHABILITATION HOSPITAL GOAL: IMPROVE CHRONIC DISEASE PREVENTION BY PROVIDING SCREENINGS AND EDUCATIONAL SESSIONS IN IDENTIFIED HIGH-NEED COMMUNITIES. OVERARCHING INDICATORS/MEASUREMENTS FOR SUCCESS - INCREASE THE NUMBER OF HEALTH SCREENINGS PROVIDED IN HIGH-NEED COMMUNITY LOCATIONS THAT RESULT IN EDUCATION AND/OR REFERRALS FOR FOLLOW-UP CARE. - PARTICIPANTS SHOW IMPROVED KNOWLEDGE OF CHRONIC DISEASE RISK FACTOR PREVENTION AFTER EDUCATIONAL SESSIONS. - INCREASE THE PERCENTAGE OF FEMALE MEDICARE ENROLLEES AGES 65 TO 74 WHO RECEIVED AN ANNUAL MAMMOGRAPHY SCREENING. PROGRAM 1. COLLABORATE TO INCREASE OPPORTUNITIES FOR CHRONIC DISEASE EDUCATION AND SCREENINGS, WITH A FOCUS ON UNDERSERVED COMMUNITIES AS IDENTIFIED BY CHNA AND COMMITTEE INPUT. LONG-TERM OBJECTIVES (YEAR 3) 1. COLLABORATE ON PROVIDING EDUCATION AND SCREENINGS AT 8 LARGE OPPORTUNITIES. - SUMMARIZE AND EVALUATE COMMUNITY OPPORTUNITIES ATTENDED IN YEAR 2 TO DETERMINE BEST FIT FOR MEETING HIGH-NEED COMMUNITIES. PROGRAM 2. EVALUATE EDUCATIONAL PROGRAMS TO DEMONSTRATE IMPROVED UNDERSTANDING OF CHRONIC DISEASE RISK FACTOR PREVENTION. LONG-TERM OBJECTIVES (YEAR 3) 1. COLLABORATE WITH COMMUNITY PARTNERS TO OFFER 8 EDUCATIONAL SESSIONS, AND MEASURE IMPROVED UNDERSTANDING OF CHRONIC DISEASE RISK FACTOR PREVENTION. ELEMENT 2. NUTRITION AND FOOD ACCESS RESPONSIBLE PARTY: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE HEALTH HAMPDEN MEDICAL CENTER GOAL: ADDRESS ISSUES RELATED TO OBESITY AND FOOD INSECURITY BY PROMOTING ACCESS TO AND CONSUMPTION OF HEALTHFUL DIETS, AND DETERMINE THE IMPACT OF NUTRITION EDUCATION AND IMPROVED ACCESS.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - CONTINUATION 1. OVERARCHING INDICATORS/MEASUREMENTS FOR SUCCESS: - REDUCE OBESITY RATES IN BERKS, LEBANON AND DAUPHIN COUNTIES. - REDUCE THE PERCENTAGE OF RESIDENTS WITH LOW ACCESS TO FOOD IN BERKS, LEBANON AND DAUPHIN COUNTIES. - INCREASE THE REACH OF NUTRITION EDUCATION AND FOOD ACCESS TO RESIDENTS OF BERKS, CUMBERLAND, DAUPHIN, LANCASTER, LEBANON AND PERRY COUNTIES. PROGRAM 1. FOOD BUCKS / VEGGIE RX EXPANSION - EXPAND REACH OF NUTRITION AND FOOD ACCESS PROGRAMS. LONG-TERM OBJECTIVES (YEAR 3) 1. ENROLL 40 INDIVIDUALS IN THE PROGRAM. - UTILIZE AN EVALUATION TOOL. - EXPAND THE NETWORK OF FOOD RETAIL PARTNERS. 2. ENGAGE AT LEAST 14,000 PARTICIPANTS ACROSS ALL NUTRITION AND FOOD ACCESS PROGRAMS (FOOD BOX INITIATIVE, COMMUNITY GARDEN, FARMERS MARKETS, WELLNESS ON WHEELS, FARM STAND, VEGGIE RX AND DOWNTOWN HEALTHY FOOD PANTRY). 3. EVALUATE THE PRE-/POST-DATA FOR NUTRITION EDUCATION. PROGRAM 2. REGIONAL COLLABORATIVE AND STANDARDIZED NUTRITION AND FOOD ACCESS RESOURCE GUIDE - DEVELOP A REGIONAL 6-COUNTY COLLABORATIVE TO INCREASE COMMUNICATION AND DEVELOP A NUTRITION/FOOD ACCESS RESOURCE GUIDE. LONG-TERM OBJECTIVES (YEAR 3) 1. MAINTAIN THE MEETING SCHEDULE FOR THE COLLABORATIVE. - DEVELOP AND IMPLEMENT A POST-SURVEY TO ASSESS THE EFFECTIVENESS OF THE COLLABORATIVE. 2. MAINTAIN AND DISTRIBUTE THE RESOURCE GUIDE THROUGH AT LEAST 15 COMMUNITY OPPORTUNITIES IN UNDERSERVED COMMUNITIES. PROGRAM 3. COMMUNITY GARDEN INITIATIVE - IMPROVE ACCESS TO FRUITS, VEGETABLES AND NUTRITION EDUCATION WITHIN THE SERVICE AREA. LONG-TERM OBJECTIVES (YEAR 3) 1. OFFER 6 NUTRITION AND GARDENING EDUCATION PROGRAMS AT COMMUNITY GARDENS. ELEMENT 3. PHYSICAL ACTIVITY RESPONSIBLE PARTY: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER AND PENN STATE HEALTH REHABILITATION HOSPITAL GOAL: IMPROVE HEALTH, FITNESS AND QUALITY OF LIFE THROUGH DAILY PHYSICAL ACTIVITY. OVERARCHING INDICATORS/MEASUREMENTS FOR SUCCESS: - INCREASE THE NUMBER OF FREE EXERCISE OPPORTUNITIES FOR ALL AGES IN ZIP CODES IDENTIFIED BY OUR CHNA AND COMMUNITY PARTNERS AS HAVING THE GREATEST RISK FACTORS FOR POOR HEALTH. - REDUCE THE PERCENTAGE OF ADULTS WHO DO NOT ENGAGE IN LEISURE-TIME PHYSICAL ACTIVITY. PROGRAM 1. COMMUNITY PHYSICAL ACTIVITY PROGRAMS AND INFRASTRUCTURE - 1. COLLABORATE TO SHARE OPPORTUNITIES FOR SAFE, COMMUNITY EXERCISE PROGRAMS. 2. ENHANCE POLICIES AND INFRASTRUCTURE TO INCREASE OPPORTUNITIES FOR PHYSICAL ACTIVITY. LONG-TERM OBJECTIVES (YEAR 3) 1. PROMOTE AND SHARE THE INVENTORY OF FREE COMMUNITY PROGRAMS THROUGH 5 NEW OPPORTUNITIES. 2. COLLABORATE ON ENHANCING ONE EXISTING COMMUNITY PHYSICAL ACTIVITY OPPORTUNITY IN ALL 6 OF OUR COUNTIES. 3. ESTABLISH 1 ADDITIONAL PARTNERSHIP WITH A LOCAL, COUNTY OR STATEWIDE PARKS AND RECREATION SYSTEM. 4. INCREASE/ENHANCE 2 OPPORTUNITIES FOR PHYSICAL ACTIVITY AT PSH HOSPITAL LOCATIONS AND EXTENDED INTO LOCAL COMMUNITIES. 5. COLLABORATE WITH 1 ADDITIONAL SCHOOL DISTRICT OR COMMUNITY ORGANIZATION TO IDENTIFY WAYS TO ENHANCE THE BUILT ENVIRONMENT FOR YOUTH PHYSICAL ACTIVITY. 2025-2028 IMPLEMENTATION STRATEGY TO DEVELOP OUR IMPLEMENTATION STRATEGY, CHNA FINDINGS WERE DISCUSSED IN OUR ONGOING PSH CHNA LEADERSHIP, PSH COMMUNITY HEALTH TEAM AND CHNA TASK FORCE MEETINGS FROM NOVEMBER 2024 THROUGH MAY 2025. WHILE CARRYING OUT THE THIRD YEAR OF OUR CURRENT IMPLEMENTATION PLAN, THE TASK FORCES ALSO DISCUSSED WHAT WAS WORKING WELL, WHAT SHOULD CONTINUE AND, BASED ON NEW DATA FINDINGS AND KEY SOCIAL DETERMINANTS OF HEALTH, WHERE THE GROUPS NEEDED TO FOCUS THEIR EFFORTS OVER THE NEXT THREE-YEAR CYCLE. SINCE THE NEW PRIORITIES ARE SIMILAR, OUR FIVE TASK FORCES WILL CONTINUE THEIR WORK INTO THE NEW STRATEGY WITH ONE ADJUSTMENT; THE CHRONIC DISEASE AND RISK FACTOR PREVENTION AND PHYSICAL ACTIVITY TASK FORCES WILL COMBINE TO CREATE THE PHYSICAL WELL-BEING TASK FORCE GOING FORWARD. AS A RESULT, THE FOLLOWING FOUR CHNA TASK FORCES COMPRISED OF INTERNAL EMPLOYEES AND COMMUNITY PARTNERS WILL DIRECT THIS IMPLEMENTATION STRATEGY: * HEALTH EQUITY * MENTAL WELL-BEING * FOOD AND NUTRITION SECURITY * PHYSICAL WELL-BEING THESE GROUPS ALSO RECOGNIZE THE OVERLAPPING NATURE OF OUR PRIORITIES AND WILL WORK TOGETHER TO CARRY OUT PROGRAMS THAT OVERLAP. EXAMPLES INCLUDE PROVIDING HEALTH EDUCATION FOR COMMUNITY ORGANIZATION STAFF (A KEY NEED HEARD THROUGH OUR CHNA PROCESS), EMBEDDING MENTAL HEALTH MESSAGING IN COMMUNITY EDUCATION, AND FOCUSING ON IMPROVING SOCIAL ISOLATION THROUGH PARTICIPATION IN PHYSICAL AND GARDENING ACTIVITIES. WE WILL CONTINUE TO BUILD ON OUR ONGOING PROGRAMMATIC ACCOMPLISHMENTS, WHILE ALSO SEEKING WAYS TO FOCUS ON MARGINALIZED COMMUNITY MEMBERS IDENTIFIED THROUGH OUR CHNA PROCESS. WE HAVE DEVELOPED BROAD GOALS AND OBJECTIVES THAT PSH AND COMMUNITY PARTNER EFFORTS WILL SUPPORT TO FOSTER ONGOING COLLABORATION. WHILE THE PROGRAMS MENTIONED WILL BE THE FOCUS OF OUR TASK FORCES, THIS IS ONLY A SNAPSHOT OF ALL COMMUNITY WORK ACROSS OUR PSH MEDICAL CENTERS AND COLLEGE OF MEDICINE. WE WILL CONTINUE TO LOOK FOR WAYS TO ENGAGE BOTH INTERNAL AND EXTERNAL COMMUNITY PARTNERS TO ADDRESS OUR PRIORITIZED HEALTH NEEDS. HEALTH EQUITY HEALTH EQUITY IS THE OVERARCHING FOCUS OF OUR COMMUNITY HEALTH EFFORTS, AND WE WILL CONTINUE TO USE OUR COMMUNITY IMPACT MODEL AS OUR CONCEPTUAL FRAMEWORK TO GUIDE OUR COMMUNITY HEALTH WORK. IT RECOGNIZES THAT ACHIEVING HEALTH EQUITY ISN'T A STRAIGHTFORWARD PATH FROM INTERVENTION TO OUTCOME. PROGRESS OFTEN REQUIRES MOVING BACK AND FORTH THROUGH THE MODEL. THE ULTIMATE GOAL IS TO FOSTER HEALTH EQUITY, ACKNOWLEDGING THE COMPLEXITY AND DYNAMIC NATURE OF COMMUNITY HEALTH EFFORTS. GUIDANCE WILL BE PROVIDED BY THE HEALTH EQUITY TASK FORCE TO THE THREE OTHER TASK FORCES TO ENSURE ALL COMMUNITY HEALTH EFFORTS ARE PLANNED AND CONDUCTED USING A HEALTH EQUITY LENS. THE TASK FORCE WILL INVITE THE OTHER GROUPS TO COLLABORATIVE MEETINGS TWICE PER YEAR AND WILL ENCOURAGE THEM TO UTILIZE THE PENNSYLVANIA AREA HEALTH EDUCATION CENTER (PA AHEC) TOOL TO APPLY THE PRINCIPLES OF EQUITY WHEN PLANNING AND IMPLEMENTING THEIR PROGRAMS. FOR EXAMPLE, EDUCATIONAL MATERIALS DEVELOPED BY THE OTHER TASK FORCES WILL BE REVIEWED BY THIS TASK FORCE. THIS GROUP WILL ALSO MAKE RECOMMENDATIONS FOR EXPANSION OF HEALTH SCREENING, TRAINING AND EDUCATION LOCATIONS. THE HEALTH EQUITY TASK FORCE WILL MEET TO SHARE BEST PRACTICES AND RESOURCES AND FOSTER COLLABORATION AMONG ALL MEMBERS. FOR EXAMPLE, THE CURRENT PSH SYSTEMWIDE HEALTH EQUITY STRATEGY TEAM FOCUSES ON MATERNAL HEALTH, AND A CENTRAL PA MATERNAL HEALTH COALITION IS ALSO BEING FORMED TO ORGANIZE AND STRENGTHEN COLLECTIVE EFFORTS TO IMPROVE HEALTH CARE ACCESS, ADDRESS SOCIAL DETERMINANTS OF HEALTH, AND PROMOTE EQUITY IN MATERNAL HEALTH OUTCOMES. THESE TWO GROUPS WILL SHARE INFORMATION AND RESOURCES WITH THIS TASK FORCE FOR ALL MEMBERS TO UTILIZE. IN ADDITION, WITH THE SUPPORT OF THIS TASK FORCE, THE SYSTEMWIDE HEALTH EQUITY STRATEGY TEAM IS WORKING TO IDENTIFY PARTNERSHIPS TO ADDRESS VARIOUS HEALTH-RELATED SOCIAL NEEDS SUCH AS TRANSPORTATION, HOUSING, FOOD ACCESS AND INTERPERSONAL SAFETY. MENTAL WELL-BEING PRIORITY GOAL IMPROVE MENTAL WELL-BEING THROUGH EDUCATION, ACCESS TO RESOURCES AND SUPPORT. OVERARCHING INDICATORS/MEASURES FOR SUCCESS * REDUCE THE NUMBER OF POOR MENTAL HEALTH DAYS REPORTED BY ADULTS IN THE PAST 30 DAYS. * DECREASE THE PERCENTAGE OF CHILDREN REPORTING FEELING SAD OR DEPRESSED MOST DAYS IN THE PAST YEAR. * DECREASE THE NUMBER OF DRUG OVERDOSE DEATHS PER 100,000 POPULATION. GOAL 1: PROVIDE CULTURALLY RELEVANT EDUCATION, RESOURCES AND SUPPORT REGARDING MENTAL HEALTH AND SUBSTANCE USE TO ALL SECTORS, WITH A FOCUS ON POPULATIONS AND COMMUNITIES THAT EXPERIENCE A HIGHER OCCURRENCE OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS, USING A TRAUMA-INFORMED APPROACH. OBJECTIVE 1.1: DEVELOP RESOURCES TO FACILITATE EDUCATION, COMMUNICATION AND COLLABORATION AMONG AND BETWEEN COMMUNITY ORGANIZATIONS, INCLUDING A DATABASE OF SOCIAL GROUP ACTIVITIES AND A LIST OF INDIVIDUALS THAT CAN OFFER VARIOUS BEHAVIORAL HEALTH TRAINING PROGRAMS. MEASURE: INVENTORIES CREATED, DISTRIBUTED AND USED BY ALL TASK FORCES OBJECTIVE 1.2: PROVIDE EVIDENCE-BASED MENTAL HEALTH AND SUBSTANCE USE EDUCATION AND TRAINING PROGRAMS TO THE COMMUNITY IN A VARIETY OF LOCATIONS AND LANGUAGES, WITH A FOCUS ON INCREASING THE TRAINING AND USE OF COMMUNITY HEALTH WORKERS. MEASURES: * NUMBER OF COMMUNITY HEALTH WORKERS TRAINED * NUMBER OF TRAINING PROGRAMS PROVIDED TO COMMUNITY ORGANIZATIONS ANNUALLY * NUMBER OF TRAINING PROGRAMS OFFERED IN LANGUAGES OTHER THAN ENGLISH
Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - CONTINUATION 2. OBJECTIVE 1.3: COLLABORATE WITH THE PHYSICAL WELL-BEING AND THE FOOD & NUTRITION SECURITY TASK FORCES TO OFFER EDUCATION AND RESOURCES AT THE INTERSECTION OF PHYSICAL AND BEHAVIORAL HEALTH. MEASURE: NUMBER OF FREE, GROUP NUTRITION AND/OR EXERCISE OPPORTUNITIES OFFERED RESPONSIBLE FOR EXECUTING THIS PLAN: PENNSYLVANIA PSYCHIATRIC INSTITUTE, PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE COLLEGE OF MEDICINE GOAL 2: EXPLORE AND DECREASE BARRIERS AND STIGMA EXPERIENCED BY THOSE SEEKING MENTAL HEALTH AND SUBSTANCE USE HELP AND THEIR LOVED ONES, AS WELL AS DECREASE STIGMATIZING ATTITUDES, BEHAVIORS AND POLICIES AMONG PROVIDERS. OBJECTIVE 2.1: CREATE AND PROVIDE CULTURALLY SENSITIVE MENTAL HEALTH MESSAGING THAT CAN BE INCORPORATED INTO ALL PROGRAMMING. MEASURE: MESSAGING DEVELOPED AND USED BY ALL TASK FORCES OBJECTIVE 2.2: OFFER EXPERIENTIAL LEARNING OPPORTUNITIES SPECIFICALLY GEARED TOWARD IMPROVING ADOLESCENTS' MENTAL HEALTH. MEASURE: EXPOSURE TO NEW OPPORTUNITIES AND EXPERIENCES, SUCH AS SENSORY, ART AND MUSIC THERAPY WORKSHOPS, WHICH THE STUDENTS WOULD NOT OTHERWISE HAVE ACCESS TO OBJECTIVE 2.3: WORK WITH COMMUNITY ORGANIZATIONS THAT SERVE HISTORICALLY STIGMATIZED AND DISADVANTAGED GROUPS TO CO-CREATE AND IMPLEMENT CULTURALLY SENSITIVE, PEER-LED SUBSTANCE USE AND OVERDOSE PREVENTION EDUCATION. MEASURE: NUMBER OF COMMUNITY ANCHORS PARTNERED WITH TO REDUCE OVERDOSES OBJECTIVE 2.4: IMPLEMENT A CULTURALLY RESPONSIVE AND TRAUMA-INFORMED LEADERSHIP PROGRAM WITHIN A SCHOOL DISTRICT. MEASURE: STUDENTS PROVIDED WITH SIX LEADERSHIP THEMED SESSIONS WITH THE FOUNDATION OF IMPROVING MENTAL HEALTH RESPONSIBLE FOR EXECUTING THIS PLAN: PENNSYLVANIA PSYCHIATRIC INSTITUTE, PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE COLLEGE OF MEDICINE FOOD & NUTRITION SECURITY PRIORITY GOAL EXPAND FOOD ACCESS RESOURCES AND EDUCATION IN ALL SIX COUNTIES TO IMPROVE ACCESS TO NUTRITIOUS FOODS. OVERARCHING INDICATORS/MEASURES FOR SUCCESS 1. INCREASE NUMBER OF PERSONS REACHED BY FOOD ACCESS RESOURCES AND PROGRAMS IN SERVICE AREA. 2. REDUCE THE PERCENTAGE OF RESIDENTS WITH LOW ACCESS TO FOOD IN BERKS, DAUPHIN, LEBANON AND PERRY COUNTIES. 3. REDUCE OBESITY RATES ACROSS ALL SIX COUNTIES. GOAL 1: ADDRESS FOOD INSECURITY AND INCREASE FRUITS AND VEGETABLES BY PRIORITY POPULATIONS. OBJECTIVE 1.1: USE COMMUNITY PARTNERS AND MAPPING TOOL TO IDENTIFY HEALTH EQUITY GAPS IN SERVICE AREA AND SHARE COMPILED DATA. MEASURES: * NUMBER OF HEALTH EQUITY GAPS IDENTIFIED AND EVALUATED * NUMBER OF EVENTS/METHODS THAT MAPPING TOOL DATA IS SHARED OBJECTIVE 1.2: DEVELOP URBAN AND RURAL AGRICULTURE GOALS AND IMPLEMENT CULTURALLY RELEVANT FOOD OPTIONS IN PROGRAMMING. MEASURES: * NUMBER OF URBAN AND RURAL AGRICULTURE GOALS DEVELOPED AND IMPLEMENTED * NUMBER OF LOCATIONS (RURAL VS. URBAN) USING PROGRAMMING OBJECTIVE 1.3: ADDRESS FOOD INSECURITY WITH MARKETING AND COMMUNICATION STRATEGIES FOR FOOD ACCESS PROGRAMS TO INCREASE AWARENESS OF FOOD OPPORTUNITIES AND MAKE AVAILABLE IN MULTIPLE LANGUAGES AND LOCATIONS. MEASURES: * IMPLEMENT NEW MARKETING AND COMMUNICATIONS STRATEGY * NUMBER OF PERSONS REACHED BY MARKETING AND COMMUNICATIONS * NUMBER OF TRANSLATED MARKETING AND COMMUNICATIONS MATERIALS * NUMBER OF EVENTS THAT INCLUDE MENTAL HEALTH MESSAGING OBJECTIVE 1.4: INCREASE FRESH FRUITS AND VEGETABLES FOR PRIORITY POPULATIONS THROUGH PROGRAM EXPANSION AND COMMUNITY PARTNERSHIP. MEASURES: * NUMBER OF EVENTS/PROGRAMS FOR SPECIFIC PRIORITY POPULATIONS * NUMBER OF NEW LOCATIONS * NUMBER OF UNIQUE ORGANIZATIONS/COMMUNITY PARTNERS SERVING PRIORITY POPULATIONS RESPONSIBLE FOR EXECUTING THIS PLAN: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH LANCASTER MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE COLLEGE OF MEDICINE GOAL 2: COLLABORATE WITH ADVOCACY PARTNERS TO ENGAGE WITH AND SUPPORT POLICIES ON A NATIONAL, STATE AND LOCAL LEVEL. OBJECTIVE 2.1: COLLABORATE AND BUILD OUR POLICY PARTNERSHIP NETWORK TO HOST A REGIONAL CONFERENCE/MEETING. MEASURES: * NUMBER OF CONFERENCE ATTENDEES * NUMBER OF UNIQUE ORGANIZATIONS * CONFERENCE/MEETING EVALUATION RESULTS OBJECTIVE 2.2: ENGAGE WITH COMMUNITY PARTNERS THAT ARE ADVOCATING FOR LOCAL AND REGIONAL POLICY CHANGES AND ENACTMENTS. MEASURES: * JOIN A REGIONAL POLICY COMMITTEE * NUMBER OF NEW POLICY PARTNERS ADDED TO OUR TASK FORCE * NUMBER OF POLICY-RELATED EVENTS/ITEMS SHARED WITH OUR TASK FORCE OBJECTIVE 2.3: ADVOCATE FOR SUSTAINABLE PRACTICES, INCLUDING FOOD WASTE DISPOSAL AND COMPOSTING IN OUR HOSPITALS AND SURROUNDING COMMUNITIES. MEASURE: * NUMBER OF POLICIES ENACTED AND/OR UPDATED RESPONSIBLE FOR EXECUTING THIS PLAN: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH LANCASTER MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE COLLEGE OF MEDICINE PHYSICAL WELL-BEING PRIORITY GOALS * PROMOTE HEALTHY ACTIONS TO REDUCE CANCER RISK AND ADDRESS OBESITY, DIABETES, HIGH BLOOD PRESSURE AND TOBACCO USE TO IMPROVE OVERALL PHYSICAL WELL-BEING. * INCREASE EXERCISE OPPORTUNITIES. OVERARCHING INDICATORS/MEASURES FOR SUCCESS * REDUCE THE NUMBER OF POOR PHYSICAL HEALTH DAYS REPORTED BY ADULTS IN THE PAST 30 DAYS. * INCREASE THE NUMBER OF COMMUNITY MEMBERS WHO EXERCISE. GOAL 1: COORDINATE COMMUNITY EDUCATIONAL INFORMATION AND TRAINING FOR COMMUNITY PARTNER ORGANIZATIONS. OBJECTIVE 1.1: PROVIDE CULTURALLY RELEVANT EDUCATIONAL MATERIALS AND EMBED MENTAL HEALTH MESSAGING IN ALL PROGRAMMING. MEASURE: NUMBER OF EDUCATIONAL PROGRAMS ADDRESSING TOP HEALTH CONCERNS AND MENTAL WELL-BEING OBJECTIVE 1.2: IDENTIFY AND SHARE TRAINING SESSIONS AVAILABLE TO COMMUNITY-BASED ORGANIZATIONS FOR THEIR MEMBERS AND STAFF. MEASURE: NUMBER OF TRAINING PROGRAMS OFFERED TO COMMUNITY ORGANIZATIONS ANNUALLY OBJECTIVE 1.3: EXPAND EDUCATIONAL REACH TO ALL PRIORITY POPULATIONS. MEASURE: NUMBER OF COMMUNITY MEMBERS REACHED OBJECTIVE 1.4: EVALUATE COMMUNITY EDUCATION SESSIONS FOR INCREASED RISK FACTOR UNDERSTANDING. MEASURES: * INCREASE PERCENTAGE OF PARTICIPANTS' UNDERSTANDING OF CHRONIC DISEASE RISK FACTORS * INCREASE THE PERCENTAGE OF PARTICIPANTS USING CHRONIC DISEASE EDUCATION TO IMPROVE THEIR OWN HEALTH OR SOMEONE ELSE'S HEALTH * INCREASE NUMBER OF EVALUATION SURVEYS USED IN LANGUAGES OTHER THAN ENGLISH RESPONSIBLE FOR EXECUTING THIS PLAN: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH LANCASTER MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER, PENNSYLVANIA PSYCHIATRIC INSTITUTE, PENN STATE HEALTH REHABILITATION HOSPITAL AND PENN STATE COLLEGE OF MEDICINE GOAL 2: PROVIDE AND EXPAND COMMUNITY HEALTH OUTREACH AND SCREENINGS, AND SUPPORT FREE CLINICS, WITH A FOCUS ON PRIORITY POPULATIONS AND BRINGING SERVICES TO UNHOUSED INDIVIDUALS. FOR EXAMPLE, COMMUNITY HEALTH SCREENINGS, SCHOOL ASSESSMENTS, VISION CLINICS, DENTAL CLINICS, HOLY SPIRIT MEDICAL OUTREACH CLINIC, ANNUAL COMMUNITY HEALTH EVENTS, ETC. OBJECTIVE 2.1: EVALUATE EXISTING LOCATIONS WHERE SCREENINGS AND SUPPORT ARE CURRENTLY OFFERED AND EXPAND TO OTHER COMMUNITIES, ESPECIALLY TO SPECIFIC PRIORITY POPULATIONS. MEASURE: ANNUAL NUMBER OF NEW OUTREACH LOCATIONS OBJECTIVE 2.2: EXPAND HEALTH SCREENINGS AND OUTREACH TO HOMELESS AND UNHOUSED INDIVIDUALS THROUGH EXPANDED PARTNERSHIPS. MEASURES: * IMPLEMENT STREET MEDICINE PARTNERSHIP IN LANCASTER * NUMBER OF LOCATIONS THAT REACH HOMELESS AND UNHOUSED INDIVIDUALS * NUMBER OF COMMUNITY MEMBERS REACHED OBJECTIVE 2.3: CONTINUE TO COLLECT AND ANALYZE COMMUNITY HEALTH DATA TO DEMONSTRATE IMPROVED OUTCOMES.
Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - CONTUNUATION 3. MEASURES: * BLOOD PRESSURE: AWARENESS OF ELEVATED READINGS, REDUCTION IN INDIVIDUALS' READINGS IF ELEVATED AND IN AGGREGATE DATA OVER TIME * CHOLESTEROL: AWARENESS OF ELEVATED READINGS, REDUCTION IN INDIVIDUALS' READINGS IF ELEVATED AND IN AGGREGATE DATA OVER TIME * GLUCOSE/BLOOD SUGAR AND A1C: AWARENESS OF ELEVATED READINGS, REDUCTION IN INDIVIDUALS' READINGS IF ELEVATED AND IN AGGREGATE DATA OVER TIME * CARDIOVASCULAR DISEASE RISK: REDUCTION IN INDIVIDUALS' RISK AND AGGREGATE DATA OVER TIME * SMOKING CESSATION: NUMBER OF SMOKERS IDENTIFIED AND NUMBER REFERRED TO SMOKING CESSATION PROGRAMS * HEALTHY DAYS: NUMBER OF HEALTHY DAYS REPORTED IN THE PAST 30 DAYS * COMMUNITY HEALTH WORKERS: NUMBER OF CLIENT RELATIONSHIPS AND NUMBER OF REFERRALS MADE FOR SERVICES OBJECTIVE 2.4: CONTINUE REACHING SPECIAL POPULATIONS THROUGH COMMUNITY HEALTH EVENTS AND SCREENINGS. MEASURES: * ANNUAL NUMBER OF EVENTS * NUMBER OF COMMUNITY MEMBERS SCREENED * NUMBER OF CANCER SPECIFIC SCREENINGS RESPONSIBLE FOR EXECUTING THIS PLAN: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH HAMPDEN MEDICAL CENTER, PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER, PENN STATE HEALTH LANCASTER MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER, PENNSYLVANIA PSYCHIATRIC INSTITUTE, PENN STATE HEALTH REHABILITATION HOSPITAL AND PENN STATE COLLEGE OF MEDICINE GOAL 3: OFFER OPPORTUNITIES FOR PHYSICAL ACTIVITY WITH A SPECIAL FOCUS ON ALSO ADDRESSING ISOLATION AND LONELINESS. OBJECTIVE 3.1: COLLABORATE TO PLAN SOCIAL WALKING AND OTHER PHYSICAL ACTIVITY PROGRAMS SUCH AS WALK WITH A DOC, STORYWALK, PROMOTION OF PARKS RX PROGRAMMING, ETC., WITH A FOCUS ON PRIORITY POPULATIONS SUCH AS SINGLE PARENTS, VETERANS, SENIORS AND PERSONS WITH DISABILITIES. MEASURES: * NUMBER OF FREE GROUP EXERCISE OPPORTUNITIES * NUMBER OF PARTICIPANTS * NUMBER OF UNIQUE ORGANIZATIONS/COMMUNITY PARTNERS SERVING PRIORITY POPULATIONS OBJECTIVE 3.2: IMPROVE THE BUILT ENVIRONMENT AND EQUIPMENT ACCESS TO INCREASE PHYSICAL ACTIVITY OPPORTUNITIES SUCH AS BICYCLE RECYCLE PROGRAMS AND COALITIONS, REGIONAL BIKE SHARE PROGRAMS, TRAIL SUPPORT, ETC. MEASURES: * NUMBER OF BUILT ENVIRONMENT PROJECTS TO INCREASE EXERCISE OPPORTUNITIES * NUMBER OF PARTICIPANTS RESPONSIBLE FOR EXECUTING THIS PLAN: PENN STATE HEALTH MILTON S. HERSHEY MEDICAL CENTER, PENN STATE HEALTH ST. JOSEPH MEDICAL CENTER AND PENN STATE HEALTH REHABILITATION HOSPITAL
Schedule H, Part V, Section B, Line 11 Facility , 5 Facility , 5 - CHNA IMPLEMENTATION PLAN 2022-2025 YEAR THREE ACCOMPLISHMENTS. DURING FISCAL YEAR 2025, PSH HOSPITALS CONTINUED THE TASK FORCES TO CARRY OUT THE THIRD YEAR OF THE CHNA IMPLEMENTATION PLAN. THESE TASK FORCES ARE COMPRISED OF PSH EMPLOYEES AND COMMUNITY PARTNERS AND MEMBERS WHO ALL FOCUS ON THE PRIORITIES IDENTIFIED IN THE CHNA: MENTAL HEALTH, HEALTH EQUITY AND CHRONIC DISEASE AND RISK FACTOR PREVENTION (SPLIT INTO THREE TASK FORCES: CHRONIC DISEASE AND RISK FACTOR PREVENTION, NUTRITION AND FOOD ACCESS, AND PHYSICAL ACTIVITY.) PLEASE NOTE, DURING THE SECOND HALF OF THE FISCAL YEAR, THE CHRONIC DISEASE AND PHYSICAL ACTIVITY GROUPS COMBINED INTO THE PHYSICAL WELL-BEING TASK FORCE. THE FOLLOWING SECTION WILL DESCRIBE KEY ACCOMPLISHMENTS PER PRIORITY AREA AND TASK FORCE. THE CHNA, IMPLEMENTATION STRATEGY AND ANNUAL COMMUNITY BENEFIT REPORT CAN BE FOUND AT: HTTPS://WWW.PENNSTATEHEALTH.ORG/COMMUNITY. MENTAL HEALTH: SEE YEAR 3 GOALS AND OBJECTIVES ABOVE. KEY ACCOMPLISHMENTS: EXPAND AND INCREASE BEHAVIORAL HEALTH TRAINING AND EDUCATION: * TRAINED 981 INDIVIDUALS ON MENTAL HEALTH SIGNS AND SYMPTOMS IN PARTNERSHIP WITH THE FOLLOWING ORGANIZATIONS: DAUPHIN COUNTY CRISIS INTERVENTION TEAM, PA STATE POLICE ACADEMY CADETS, BEACON CLINIC, PENN STATE HEALTH EMPLOYEE RESOURCE GROUPS, DAUPHIN COUNTY DISTRICT ATTORNEY'S OFFICE, INTERNATIONAL SERVICE CENTER AND COMMUNITY HEALTH WORKERS. PARTICIPANTS WHO HAVE ATTENDED THIS TRAINING AND TAKEN SURVEYS REPORT STATISTICALLY SIGNIFICANT IMPROVEMENTS IN THEIR PERCEIVED ABILITY TO MANAGE MENTAL HEALTH CRISES. * CLINICAL SIMULATION CENTER PARTNERED WITH PA STATE POLICE ACADEMY ON NINE INTERACTIVE AND INNOVATIVE TRAININGS TO HELP CADETS LEARN HOW TO BEST HANDLE MENTAL ILLNESS CASES, AND THE PROGRAM WAS EXPANDED OUTSIDE OF THE ACADEMY IN HARRISBURG AND PHILADELPHIA. THE PROGRAM HAS ALSO LED TO THE DEVELOPMENT OF THE KEYSTONE MODEL OF CRISIS MANAGEMENT. * OVER THE THREE-YEAR PERIOD, PROVIDED SUBSTANCE USE EDUCATION VIA 49 (APPROXIMATELY 16 PER YEAR) LECTURES, TRAININGS, WEBINARS OR HEALTH FAIRS, INCLUDING THE PENN STATE ADDICTION CENTER FOR TRANSLATION TOPICS IN ADDICTION MONTHLY SEMINAR SERIES, ANNUAL ADDICTION SYMPOSIUM AND OPIOID OVERDOSE REVERSAL TRAINING. NEW IN FY25, PROVIDED CULTURALLY RELEVANT EDUCATION TO BLACK BARBERS AND BEAUTICIANS ON MENTAL HEALTH AND SUBSTANCE USE, INCLUDING NALOXONE TRAINING. * DURING THE THREE YEARS, DISTRIBUTED APPROXIMATELY 1500 DOSES OF NALOXONE, LOCKBOXES AND SAFE DISPOSAL POUCHES AT NUMEROUS COMMUNITY HEALTH EVENTS, INCLUDING EVENTS IN CONNECTION WITH THE LGBT CENTER OF CENTRAL PA AND THE BIPOC COMMUNITY THROUGH GATHER THE SPIRIT FOR JUSTICE AND JUSTICE SYSTEM PARTNERS. * DRUG DROP BOXES ON THE PENN STATE HERSHEY CAMPUS COLLECTED APPROXIMATELY 4500 POUNDS OF UNUSED/EXPIRED MEDICATIONS OVER THE THREE-YEAR PERIOD. * COLLABORATED TO IMPLEMENT TWO COMMUNITY HEALTH VENDING MACHINES IN HARRISBURG AND READING TO DISPENSE NALOXONE, DRUG CHECKING KITS AND OTHER HEALTH NECESSITIES. PRELIMINARY DATA SHOWS THAT AT LEAST 1,422 INDIVIDUALS ARE USING BOTH VENDING MACHINES TO ACCESS ITEMS, WITH AT LEAST 450 INDIVIDUALS INTERACTING WITH THE SERVICES LIST TO CONNECT TO RESOURCES. * OFFERED DRUG TAKE-BACK DAY FIVE TIMES IN THREE YEARS, COLLECTING 3,523 POUNDS OF UNWANTED, UNNEEDED OR EXPIRED MEDICATIONS, AS WELL AS 92 SHARPS CONTAINERS. * THE COMMUNITY PSYCHIATRY RESIDENT TRACK IS A SPECIFIC TRAINING TRACK WITHIN THE GENERAL PSYCHIATRY RESIDENCY AT PENN STATE, PROVIDING ENHANCED LEARNING AND EXPERIENCES IN COMMUNITY PSYCHIATRY, INCLUDING CLINICAL EXPERIENCES IN PROVIDING CARE TO PATIENTS WITH SERIOUS MENTAL ILLNESS IN PUBLICLY FUNDED PROGRAMS. AS OF JULY 2025, THERE ARE A TOTAL OF FOUR PSYCHIATRY RESIDENTS IN THE COMMUNITY TRACK. * SECONDARY DATA ON OUR SIX-COUNTY SERVICE REGION SHOWED DURING THE LAST 3 YEARS OF OUR PLAN (2022-2025), o The percent of children reporting feeling sad or depressed most days in the past year decreased in all counties. (PAYS 2023). o The number of Drug Poisoning Deaths per 100,000 population decreased in Cumberland, Dauphin and Lebanon Counties. (County Health Rankings, 2025). COLLABORATE WITH ORGANIZATIONS TO DEVELOP AN INVENTORY OF BEHAVIORAL HEALTH RESOURCES AND SUPPORT SYSTEMS: * RECEIVED THREE COMMUNITY RELATIONS GRANTS RELATED TO MENTAL HEALTH: o THROUGH THE CULTURALLY RESPONSIVE AND TRAUMA-INFORMED LEADERSHIP PROGRAM, TAUGHT SIX ART AND MUSIC THERAPY WORKSHOPS GEARED TOWARD CHILDREN, TEENS AND YOUNG ADULTS AT THE STEELTON-HIGHSPIRE SCHOOL DISTRICT O THE MENTAL HEALTH IN EXPERIENTIAL EDUCATION GRANT SERVED A TOTAL OF 361 STUDENTS IN FY24-FY25 AND INCLUDED A TOTAL OF 19 EVENTS/INTERACTIONS WITH STUDENTS IN THE NEIGHBORING ACADEMY. THE INTERACTIONS INCLUDED YOGA AND MINDFULNESS SESSIONS, FOUR DIALECTICAL BEHAVIOR THERAPY WORKSHOPS PRE AND POST EXPERIENTIAL TRIP WORKSHOPS, EXPERIENTIAL TRIPS TO THE BALTIMORE AQUARIUM AND WOLF SANCTUARY, MENTAL HEALTH OVERVIEWS AND SENSORY REGULATION WORKSHOP & MINDFULNESS. O THROUGH THE MENTAL HEALTH EDUCATION TO YOUTH GRANT, TAUGHT SIX SENSORY REGULATION WORKSHOPS REACHING 63 CHILDREN, TEENS AND YOUNG ADULTS AT THE STEELTON-HIGHSPIRE SCHOOL DISTRICT * PSH GOVERNMENT RELATIONS MET WITH LEADERSHIP TO REVIEW AND ASSESS MENTAL HEALTH PRIORITIES AND NEEDS. * CONTINTUED THE UNITED WAY OF THE CAPITAL REGION CONTACT TO CARE AND ROAD TO SUCCESS INITIATIVES WITH TWO EMPLOYED COMMUNITY HEALTH WORKERS PROVIDING CONNECTIONS AND REFERALS TO HEALTHCARE AND COMMUNITY RESOURCES, INCLUDING REFERRALS FOR MENTAL OR BEHAVIORAL HEALTH AND SUBSTANCE USE. * DURING THE THREE YEARS, WE RECRUITED AND TRAINED TEN FELLOWS THROUGH THE ADDICTION MEDICINE FELLOWSHIP, PREPARING THESE PROVIDERS TO WORK IN COMMUNITY AND CLINICAL SETTINGS. * TRAINED A LEADER TO INITIATE THE SMART RECOVERY SUPPORT GROUP, WITH 4 OTHERS STARTING THE TRAINING TO BECOME SUPPORT GROUP LEADERS. PPI IS OFFERING ADULT, CHILD, AND ELDERLY SUPPORT GROUPS. * PENNSYLVANIA PSYCHIATRIC INSTITUTE'S ADVANCEMENT IN RECOVERY (AIR) PROGRAM OFFERS A COMPREHENSIVE MEDICATION ASSISTED TREATMENT PROGRAM FOR INDIVIDUALS STRUGGLING WITH OPIOID USE DISORDER AND IN FY25 THERE WERE 195 NEW INDIVIDUALS TREATED RESULTING IN A TOTAL OF 394 PEOPLE RECEIVING TREATMENT. * BEHAVIORAL HEALTH SERVICES AT PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER OPERATES TEENLINE TO PROVIDE COUNSELORS TO SERVE AS MENTAL HEALTH LIAISONS ON THE STUDENT ASSISTANCE PROGRAM TEAMS AT ALL PUBLIC SECONDARY SCHOOLS IN CUMBERLAND AND PERRY COUNTIES. * MOVING ON MATERNAL DEPRESSION PROGRAM IMPLEMENTED A VIRTUAL SUPPORT GROUP FOR MOMS AND REACHED OVER 50 MOMS IN JUST ONE YEAR. HEALTH EQUITY SEE YEAR 3 GOALS AND OBJECTIVES ABOVE. KEY ACCOMPLISHMENTS: * IN YEAR THREE, THE HEALTH EQUITY TASK FORCE CONTINUED TO UTILIZE THE COMMUNITY IMPACT MODEL TO GUIDE OUR COMMUNITY HEALTH WORK, COLLABORATE WITH THE OTHER TASK FORCES AND SUSTAIN ONGOING PARTNERSHIPS AND ACTIVITIES TO MAXIMIZE OFFERINGS TO OUR MOST VULNERABLE POPULATIONS. UPLIFT PARTNERSHIP WITH THE UNITED WAY: * IN THE FIRST TWO YEARS, PA 211 WAS EMBEDDED INTO DISCHARGE INSTRUCTIONS AND SUCCESSFUL AD CAMPAIGNS. IN YEAR THREE, WE SHIFTED TO INCREASING AWARENESS OF PA 211 INTERNALLY AND WITH OUR COMMUNITY PARTNER ORGANIZATIONS. WITH THE HELP OF OUR MARKETING AND COMMUNICATIONS TEAM, INFORMATION WAS SHARED THROUGH VARIOUS EMAILS, NEWSLETTERS, FLYERS, EMPLOYEE SCREENSAVERS AND COMMUNITY FACING TV SCREENS. * TWO UNITED WAY CONTACT TO CARE CHWS CONTINUED TO WORK WITH OUR TEAM. OVER THE COURSE OF THREE YEARS, THEY REACHED 337 PEOPLE. IN FY 2024-2025, THE CHWS HAVE ACTIVELY WORKED WITH 212 INDIVIDUALS AND MADE 173 HEALTHCARE/PRIMARY CARE SERVICES REFERRALS, 59 INSURANCE REFERRALS, 51 COMMUNITY RESOURCE REFERRALS (SUCH AS FOOD, TRANSPORTATION, EMPLOYMENT SERVICES AND MORE), 2 MENTAL/BEHAVIORAL HEALTHCARE SERVICE REFERRALS, AND ASSISTED WITH ESTABLISHING A MEDICAL HOME FOR 96 INDIVIDUALS. PARTNER WITH COMMUNITY ORGANIZATIONS ON TRAUMA-INFORMED CARE TRAININGS: * SINCE THE START OF THE TRAUMA-INFORMED CARE (TIC) PROGRAM IN 2021, 1,721 INDIVIDUALS HAVE BEEN TRAINED IN BERKS, CUMBERLAND, DAUPHIN, AND LANCASTER COUNTIES. RESULTS WERE PRESENTED AT THE AMERICAN PUBLIC HEALTH ASSOCIATION CONFERENCE TO SHARE THE PROGRAM AT THE STATE LEVEL IN YEAR TWO. IN YEAR THREE, EFFORTS EXPANDED TO INCLUDE FOUR INTERNAL STAFF AND STUDENT TRAININGS IN ADDITION TO ONGOING COMMUNITY SESSIONS.
Schedule H, Part V, Section B, Line 11 Facility , 6 Facility , 6 - ACCOMPLISHMENTS CONTINUED. * TIC EVALUATION RESULTS ACROSS 3 YEARS: 934 PRE-SURVEYS AND 695 POST-SURVEYS HAVE BEEN COMPLETED TO EVALUATE THE TRAINING PROGRAM. PARTICIPANT RESPONSES HAVE SHOWN A STATISTICALLY SIGNIFICANT IMPROVEMENT IN THEIR "KNOWLEDGE "UNDERSTANDING" OF TRAUMA. NINETY-SEVEN PERCENT OF OPEN-ENDED RESPONSES HAVE BEEN POSITIVE, WITH MANY STATING THAT THE TRAINING IS "EYE-OPENING "INFORMATIVE." THE MOST SIGNIFICANT IMPROVEMENT WAS SEEN IN PARTICIPANTS' COMPREHENSIVE UNDERSTANDING OF TRAUMA-INFORMED SENSORY CARE. * WE CONTINUED THE EMPOWERED RELIEF PROGRAM, AN EVIDENCE-BASED PAIN MANAGEMENT COMMUNITY EDUCATION SERIES, AND OFFERED 5 SESSIONS IN LANCASTER AND DAUPHIN COUNTIES IN YEAR THREE. ADDITIONAL HIGHLIGHTS: * COMMUNITY HEALTH NURSES AND COMMUNITY HEALTH WORKERS VISIT A COMBINED TOTAL OF 48 REGULAR SITES THAT HAVE CONTINUED TO SPREAD ACROSS OUR 6-COUNTY SERVICE AREA, PROVIDING SERVICES SUCH AS HEALTH SCREENINGS, BLOOD PRESSURE MONITORS, HEALTH EDUCATION AND CONNECTIONS TO COMMUNITY RESOURCES. SENIOR CENTERS WERE A NEW LOCATION TYPE ADDED TO OUR EXISTING SITES. * COMMUNITY HEALTH NURSES PROVIDED 1,322 GLUCOSE SCREENINGS, 290 A1C SCREENINGS, 643 ASCVD SCREENINGS, 2,180 BLOOD PRESSURE SCREENINGS, AND 7 FECAL IMMUNOCHEMICAL TEST (FIT) KITS FOR COLORECTAL CANCER SCREENING. * DATA HIGHLIGHT: OF THE 718 INDIVIDUALS WITH AT LEAST TWO BLOOD PRESSURE MEASUREMENTS TAKEN BY OUR COMMUNITY HEALTH NURSES, THERE WERE CLINICALLY AND STATISTICALLY SIGNIFICANT DECREASES IN BOTH SYSTOLIC AND DIASTOLIC NUMBERS, WITH AN AVERAGE SYSTOLIC DECREASE OF 3.0 POINTS AND DIASTOLIC DECREASE OF 1.4 POINTS. * PENN STATE COLLEGE OF MEDICINE COMMUNITY HEALTH EQUITY & ENGAGEMENT IN RESEARCH (CHEER) TEAM PROVIDED SIX EDUCATIONAL SESSIONS OPEN TO INTERNAL AND EXTERNAL PARTICIPANTS. TOPICS WERE RELATED TO HEALTH LITERACY IN RESEARCH, FEDERAL GUIDELINES ON RACE AND ETHNICITY DATA, AND INCLUSIVITY IN RESEARCH AND HEALTHCARE - WITH DEDICATED SESSIONS FOCUSED ON VETERANS, PREGNANT WOMEN, INDIVIDUALS WITH DISABILITIES, AND MEMBERS OF THE AMISH COMMUNITY AND PLAIN COMMUNITIES. * THE HEALTH EQUITY TASK FORCE SUPPORTED THE WORK OF THE NUTRITION AND FOOD SECURITY TASK FORCE AT A DAY OF SERVICE IN LEBANON COUNTY. THE COMBINED TEAMS ASSISTED WITH PLANTING AND MAINTENANCE OF COMMUNITY GARDENS HOSTED BY LEBANON COUNTY CHRISTIAN MINISTRIES AND CHESTNUT STREET COMMUNITY CENTER. * MOVING FORWARD, TASK FORCES AND INTERNAL TEAMS WILL FORMULATE AND SHARE CONSISTENT, ONGOING MESSAGING TO EDUCATE ON THE DIFFERENCES BETWEEN AND WHEN TO USE PA 211 VS. 988 VS. 911 TO ACCESS SERVICES. NUTRITION AND FOOD ACCESS SEE YEAR 3 GOALS AND OBJECTIVES ABOVE. KEY ACCOMPLISHMENTS: EXPAND REACH OF NUTRITION AND FOOD ACCESS PROGRAMS: SINCE 2014, PSH HAS BEEN DEDICATED TO ADDRESSING FOOD AND NUTRITION INSECURITY WITHIN OUR SIX COUNTIES AND, THANKS TO GENEROUS SUPPORT FROM THE RITE AID HEALTHY FUTURES GRANT, HAVE BEEN ABLE TO EXPAND THESE EFFORTS OVER THE PAST TWO YEARS. EIGHTY-FIVE NUTRITION AND FOOD ACCESS POINTS IN YEAR ONE, EXPANDING TO 94 LOCATIONS IN YEAR TWO OF THIS PLAN, AND 112 LOCATIONS IN YEAR THREE OF THIS PLAN, LEADING TO SUSTAINABILITY, GROWTH, EQUITY AND DATA-DRIVEN RESEARCH. * ABOUT 19,000 PEOPLE SERVED ANNUALLY IN THE GARDEN PROGRAMS. THE ORIGINAL COMMUNITY GARDEN LOCATED ON THE MILTON S. HERSHEY MEDICAL CENTER AND PENN STATE COLLEGE OF MEDICINE CAMPUS ALSO DONATES OVER 2,300 POUNDS OF PRODUCE AND HONEY AND 1,500 FLOWER ARRANGEMENTS ANNUALLY. THESE SITES NOT ONLY PROVIDE FRESH PRODUCE BUT ALSO OFFER ACCESS TO COMMUNITY RESOURCES, EDUCATION, SOCIAL SUPPORT AND PHYSICAL ACTIVITY. THE VEGGIE RX PROGRAM IS A PRODUCE VOUCHER AND NUTRITION EDUCATION PROGRAM FOR COMMUNITIES FACING HEALTH DISPARITIES AND CHRONIC HEALTH CONDITIONS LIKE CARDIOVASCULAR DISEASE AND DIABETES. IT STARTED AND CONTINUES TO HAVE POSITIVE OUTCOMES, WITH CLASSES SHOWING THAT THE AVERAGE TOTAL CHOLESTEROL AND DIASTOLIC BLOOD PRESSURES OF PARTICIPANTS IMPROVED. IN THE THIRD YEAR OF THE PLAN, THE PROGRAM EXPANDED TO FAMILY FIRST IN LEBANON AND COLUMBIA, AS WELL AS THE HUMAN SERVICES CENTER IN NORTHERN DAUPHIN COUNTY. IN BERKS COUNTY, THE LARGEST CLASS IN SPANISH TOOK PLACE IN THIS YEAR AS WELL.IN FISCAL YEAR 2025, VEGGIE RX EXPANDED TO 9 SITES IN 4 COUNTIES.IMPROVE ACCESS TO FRUITS AND VEGETABLES AND NUTRITION EDUCATION WITHIN OUR SERVICE AREA: * NUTRITION SITES IN ALL COUNTIES EDUCATED ON VARIOUS TOPICS THIS YEAR INCLUDING SKIN CANCER AND SUN SAFETY, THE HEALTH IMPACTS OF GARDENING, ORAL HEALTH, COOKING AND RISK FOR STROKE AND HEART ATTACKS. * COMMUNITY FRIDGES ARE STOCKED WEEKLY WITH FRESH PRODUCE AND OPEN TO ALL COMMUNITY MEMBERS. PSH PARTNERED WITH THE LATINO HISPANIC AMERICAN COMMUNITY CENTER (LHACC) AND THE PENN STATE HEALTH MEDICAL OUTREACH SERVICE TO ADDRESS FOOD INSECURITY IN DOWNTOWN HARRISBURG. THE PROGRAM HAS EXPANDED OVER THE PAST THREE YEARS, WITH A TOTAL OF SIX FRIDGES PLACED ACROSS THE SIX COUNTY SERVICE REGION. IN 2025, THERE WERE 10,040 PERSONS SERVED BY THE COMMUNITY FRIDGE PROGRAM. * GOGGLEWORKS GARDEN IN BERKS COUNTY HOSTED A BOOK LAUNCH TO INTRODUCE THE TOGETHER WE GROW BOOK. THE FAMILY FRIENDLY EDUCATIONAL BOOK WAS CREATED THROUGH COLLABORATION OF PSH AND LOCAL AUTHORS. * EXPANDED TO 21 COMMUNITY GARDEN SITES, ADDING TWO GARDEN SITES IN PERRY COUNTY, AN EDIBLE CLASSROOM IN COLUMBIA, TWO ADDITIONAL SITES IN LEBANON; ONE AT ST. LUKE'S AND ANOTHER AT SALVATION ARMY, TWO SITES IN LANCASTER COUNTY; ONE AT LANCASTER REC AND ANOTHER ON BAY STREET AND LASTLY, PARTNERED WITH THE BOYS AND GIRLS CLUB AT THEIR GREENHOUSE IN ALLISON HILL, HARRISBURG. * Secondary data about our service region showed that the percent of adults who report a BMI of greater or equal to 30 kg/m^2 decreased in Cumberland and Dauphin Counties during this 3-year implementation plan. (County Health Rankings, 2025). * ON THE PSH CAMPUSES, WE OFFER FIVE EMPLOYEE FOOD PANTRIES. FOOD BOXES ARE PROVIDED TO FOOD INSECURE PATIENTS IN EIGHT CLINICS. IN FY 2025, 438 FOOD BOXES, AS WELL AS FOOD AND CLOTHING COUPONS, SERVED 1,297 PEOPLE. - MILTON S. HERSHEY MEDICAL CENTER AND PENN STATE HEALTH SUPPORT THE FARMERS MARKET IN HERSHEY AND SUMMER CONCERT SERIES IN MAY-OCTOBER. THE MARKET INCREASES COMMUNITY ACCESS TO LOCALLY GROWN FRUITS AND VEGETABLES, OPPORTUNITIES FOR WELLNESS PARTNERSHIPS AND HEALTH EDUCATION PROVIDED BY PSH STAFF EACH WEEK. TO DATE, PSH HAS REACHED 90,352 PEOPLE THROUGH THE FARMERS MARKET PROGRAM. CHRONIC DISEASE AND RISK FACTOR PREVENTION AND PHYSICAL ACTIVITY SEE YEAR 3 GOALS AND OBJECTIVES ABOVE. KEY ACCOMPLISHMENTS: * DURING THIS FISCAL YEAR, THE CHRONIC DISEASE AND RISK FACTOR PREVENTION TASK FORCE AND PHYSICAL ACTIVITY TASK FORCE JOINED FORCES TO FORM THE PHYSICAL WELL-BEING TASK FORCE TO FOSTER ADDITIONAL COLLABORATION AMONG THESE GROUPS AND PLAN THE NEXT IMPLEMENTATION STRATEGY. * ONGOING WELLNESS AND DISEASE PREVENTION EFFORTS EXPANDED OVER THE THREE-YEAR PERIOD, AND REACHED 591,807 PEOPLE ACROSS ALL HOSPITALS IN FY 2025. * COMMUNITY HEALTH FEEDBACK EVALUATION SURVEY RESULTS O TOTAL NUMBER OF SURVEYS COMPLETED WITHIN THE THREE YEARS OF THE PLAN WAS 674 ON 29 VARIOUS TOPICS. O IN YEAR THREE ALONE, 322 SURVEYS WERE COMPLETED DEMONSRATING INCREASE USE FROM ADDITIONAL PROGRAMS AND EXPANSION EACH YEAR OF THE PLAN. O THE SHORT, ENGLISH SURVEY WAS THE MOST USED. O FOUR DIFFERENT GROUPS THAT EDUCATED ON ONE PARTICULAR HEALTH CONDITION REGULARLY USED OUR EVALUATION FRAMEWORK AND SURVEYS TO DEVELOP THEIR OWN SURVEY SPECIFIC TO THEIR EDUCATION. FROM OUR SURVEY, A STROKE SPECIFIC SURVEY, SENSORY REGULATION SURVEY, EMPOWERED RELIEF SURVEY AND HELLO GAME SURVEY WAS CREATED. O THE FRAMEWORK WAS SPLIT BETWEEN MEASURING TWO CATEGORIES- THE FIRST BEING PARTICIPANT'S ENGAGEMENT AND PARTICIPATION IN THE EVENT. THE SURVEY QUESTIONS WE SELECTED TO MEASURE THIS ARE SHOWN HERE. MOST USEFUL METHOD OF LEARNING IS PRESENTATION (88%) WITH GROUP DISCUSSION BEING SECOND (57%). MOST INDIVIDUALS PREFER TO RECEIVE EDUCATIONAL MATERIAL IN PERSON (63%), WITH EMAIL BEING SECOND MOST SELECTED OPTION (33%). O THE SECOND CATEGORY MEASURED WITH THE FRAMEWORK WAS PARTICIPANTS' LEARNING AND FUTURE ACTION STEPS. THESE NUMBERS HAVE ALL INCREASED OVER THREE YEARS. 98% SAID THEY LEARNED SOMETHING NEW AND 90% WERE VERY LIKELY TO PARTICIPATE IN A SIMILAR ACTIVITY IN THE FUTURE. THE MAJORITY OF PARTICIPANTS PLAN TO EITHER USE THE INFORMATION THEY LEARNED TO IMPROVE THEIR OWN HEALTH (55%) OR DISCUSS IT WITH A FRIEND/FAMILY MEMBER/COLLEAGUE/PROVIDER (51%) SHOWING HOW OUR EDUCATIOAL EVENTS CAN IMPACT THE HEALTH OF EVEN THOSE IN THE COMMUNITY WHO DID NOT ATTEND THE EVENT THEMSELVES.
Schedule H, Part V, Section B, Line 11 Facility , 7 Facility , 7 - ACCOMPLISHMENTS CONTINUED. * ALL PHYSICAL ACTIVITY PROGRAMMING CONTINUTED INTO YEAR THREE OF THE PLAN - HIGHLIGHTS FROM MEETINGS MINUTES. CUMULATIVE PSH PHYSICAL ACTIVITY PROGRAMMING IN FY 2025 REACHED 89,074 PARTICIPANTS. * WALKING PROGRAMS STORY WAS FEATURED IN THE ANNUAL COMMUNITY BENEFIT REPORT. KEY NUMBERS AND OUTCOME HIGHLIGHTS INCLUDE: O THE STORYWALKS IN DAUPHIN COUNTY UPDATED SEASONAL BOOKS AND SIGNS, AND EXPANDED FROM ONE TO TWO RURAL LOCATIONS: DETWEILER PARK AND LYKENS GLEN PARK, REACHING OVER 11,000 (11,036) PARTICIPANTS (REPORTED BY TRAIL COUNTERS) IN FY 2025. SCANNABLE SURVEYS COMPLETED SHOWED 95.7% FELT THE STORYWALK PROVIDED AN OPTION FOR MORE PHYSICAL ACTIVITY; AND 95.7% WANTED TO SEE MORE STORYWALKS. O WALK WITH A DOC EVENTS IN READING (12-WEEK SERIES) AND DAUPHIN COUNTY (8 MONTHLY EVENTS) REACHED OVER 200 (204) PEOPLE IN FY 2025. THE BURG RAN AN ARTICLE TO PROMOTE DAUPHIN COUNTY WALK WITH A DOC IN MARCH, 2025. ESTIMATED 5,000 PEOPLE REACHED BY THE ARTICLE. O DAUPHIN COUNTY WALK WITH A DOC EXPANDED THIS YEAR AND IS NOW ORGANIZED BY CAPITAL AREA GREENBELT ASSOCIATION, DAUPHIN COUNTY PARKS & RECREATION, PENBROOK BOROUGH, PENN STATE HEALTH AND SUSQUEHANNA TOWNSHIP PARKS & RECREATION AND FOCUSSES TOPICS ON THE PRIORITIES IDENTIFIED IN THE PENN STATE HEALTH 2025 COMMUNITY HEALTH NEEDS ASSESSMENT. * PHYSICAL ACTIVITY PROGRAMING AND BUILT ENVIRONMENT PROJCTS EXPANDED OVER THREE YEARS AND ARE OFFERED IN ALL SIX COUNTIES. NEW EXAMPLES INCLUDE: O SUSTAINABLE LAND MANAGEMENT AND WALKING TRAILS: IN PARTNERSHIP WITH LANDSTUDIES, INC., WE'VE INTRODUCED NATIVE MEADOWS AT HMC THAT BRIGHTEN THE CAMPUS AND SUPPORT POLLINATORS LIKE BEES AND BUTTERFLIES. EARLY BLOOMS SUCH AS PENSTEMON DIGITALIS AND COREOPSIS HELP WILDLIFE, WHILE THE MEADOWS MANAGE STORMWATER AND IMPROVE SOIL HEALTH. WITH WALKING PATHS, EDUCATIONAL SIGNS AND PEACEFUL SPOTS TO PAUSE, THESE MEADOWS OFFER A PLACE TO RECHARGE- JUST STEPS FROM THE HOSPITAL. IT'S ONE MORE WAY WE'RE CREATING A HEALTHIER ENVIRONMENT FOR OUR COMMUNITY. THIS EDUCATIONAL PROJECT ENCOURAGES PHYSICAL ACTIVITY, BOOSTS PARTICIPANTS' MENTAL HEALTH AND BENEFITS THE HEALTH OF THE ENVIRONMENT. O NEPORT SCHOOL DISTRICT GARDENS = ONE ADDITIONAL SCHOOL PHYSICAL ACTIVITY OPPORTUNITY TO BUILD AND MAINTAIN GARDEN, AND FUTURE EDUCATION WILL TIE IN A MENTAL WELL-BEING MESSAGE AS WELL. * SECONDARY DATA ON OUR SIX-COUNTY SERVICE REGION SHOWED THAT: O THE PERCENT OF ADULTS WITH A ROUTINE CHECKUP IN THE PAST YEAR INCREASED (SLIGHTLY BUT STILL AN INCREASE) IN BERKS AND LEBANON COUNTIES. (CDC BRFSS PLACES PROJECT, 2024). O ACCORDING TO THE 2025 COUNTY HEALTH RANKINGS, THE PERCENT OF ADULTS WHO REPORT NO LEISURE TIME PHYSICAL ACTIVITY (AGE 20+) DECREASED IN ALL COUNTIES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
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?1
Name and address Type of Facility (describe)
1 COMMUNITY PHARMACY
145 NORTH 6TH STREET
READING,PA19601
PHARMACY
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
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 AS WELL AS USING THE FEDERAL POVERTY GUIDELINES, THE PATIENT'S AVAILABLE ASSETS AND ALL OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT ARE TAKEN INTO CONSIDERATION WHEN DETERMINING FREE OR DISCOUNTED CARE. PATIENTS WHOSE FAMILY INCOME EXCEEDS 300% OF THE FPG MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS.
Schedule H, Part VI, Line 7 COMMUNITY BENEFIT REPORT STATE FILINGS NOT APPLICABLE IN THE STATE OF PENNSYLVANIA.
Schedule H, Part V, Section B LINE 13A FINANCIAL ASSISTANCE GUIDELINES ARE BASED ON 300% OF THE FEDERAL POVERTY GUIDELINES (FPG) PUBLISHED ANNUALLY IN THE FEDERAL REGISTER. CARE IS DISCOUNTED 100% UP TO 300% OF THE FPG. DESIGNATED PERSONNEL WILL ACCESS THE FEDERAL REGISTER AND UPDATE THE FINANCIAL ASSISTANCE GUIDELINES ANNUALLY. THE DISCOUNT IS BASED ON FAMILY SIZE AND ANNUAL INCOME.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization PENN STATE HEALTH, A RELATED PARTY, PREPARES A COMMUNITY BENEFIT REPORT THAT INCLUDES ST. JOSEPH REGIONAL HEALTH NETWORK AND MAKES IT AVAILABLE TO THE PUBLIC.
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.
Schedule H, Part II Community Building Activities EACH HOSPITAL WITHIN THE PENN STATE HEALTH SYSTEM ENGAGED IN ACTIVITIES TO PROTECT AND IMPROVE EACH OF ITS COMMUNITY'S HEALTH AND SAFETY. OVERALL, FOR FY2025, THE PENN STATE HEALTH SYSTEM SERVED 1,299,026 COMMUNITY MEMBERS WITH 174,656 EMPLOYEE HOURS AND 43,720 VOLUNTEER HOURS, RESULTING IN $11,361,879 IN COMMUNITY HEALTH SERVICES PROVIDED TO THE COMMUNITIES. A PORTION OF THE COMMUNITY HEALTH IMPROVEMENT SERVICES IS PRESENTED IN PART I, LINE 7.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE INITIAL IMPLICIT PRICE CONCESSIONS (BAD DEBT) RESERVE IS DETERMINED BASED ON THE DIFFERENCE BETWEEN THE 18 MONTH AND THE 6 MONTH ZERO BALANCE CLAIMS RATE. IF A NEGATIVE IMPLICIT RATE IS CALCULATED, NO IMPLICIT RATE IS APPLIED BASED ON THE RESULTS OF THE PRIOR YEAR LOOKBACK. ADDITIONAL IMPLICIT PRICE CONCESSION ESTIMATES ARE CONSIDERED TO ACCOUNT FOR (1) SELF-PAY AFTER INSURANCE BALANCES THAT HAVE NOT YET TRANSFERRED FROM AN INSURANCE BALANCE TO PATIENT BALANCE DUE TO TIMING OF THE REVENUE CYCLE PROCESS, AND (2) UNCOLLECTIBLE AMOUNTS THAT OCCUR ON A PATIENT ACCOUNT GREATER THAN 18 MONTHS.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology PATIENTS' ACCOUNTS ARE MONITORED THROUGHOUT THE BILLING PROCESS AND ARE RECLASSIFIED TO CHARITY CARE (100% DISCOUNTED CARE) WHENEVER A PATIENT BECOMES ELIGIBLE UNDER THE HOSPITAL'S UNCOMPENSATED OR CHARITY CARE POLICY.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote PAGE 10, FOOTNOTE FOR NET PATIENT SERVICE REVENUE.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND THE COST OF BAD DEBT ARE COMMUNITY BENEFIT AND SHOULD BE INCLUDED ON FORM 990, SCHEDULE H, PART I. THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND IS CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER THE INTERNAL REVENUE CODE ("IRC") 501(C)(3). SATISFYING THE "COMMUNITY BENEFIT STANDARD," AS ARTICULATED BY THE INTERNAL REVENUE SERVICE (IRS) IN REVENUE RULING 69-545, IS CURRENTLY REQUIRED FOR A HOSPITAL TO BE RECOGNIZED AS A CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) 501(C)(3). AS DEVELOPED IN REVENUE RULING 69-545, UNDER THE COMMUNITY BENEFIT STANDARD, HOSPITALS WERE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED MEDICALLY NECESSARY CARE TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY. OTHER FACTORS THAT DEMONSTRATED COMMUNITY BENEFIT INCLUDED: SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND FACILITIES AND ADVANCE MEDICAL TRAINING, EDUCATION AND RESEARCH; AND IT WAS CONTROLLED BY A BOARD OF DIRECTORS THAT CONSISTED OF INDEPENDENT CIVIC LEADERS. PENNSYLVANIA REQUIRES NON-PROFIT HOSPITALS TO PROVIDE A MINIMUM LEVEL OF COMMUNITY BENEFIT TO RETAIN EXEMPTION FROM STATE AND LOCAL TAXES. ACCORDING TO STATE GUIDANCE AND CASE LAW, THE UNREIMBURSED COST OF MEDICARE AND BAD DEBT IS CONSIDERED TO BE COMMUNITY BENEFIT FOR STATE TAX EXEMPTION PURPOSES.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE MEDICAL CENTER'S DEBT COLLECTION POLICY PROVIDES THAT THE MEDICAL CENTER 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 THE 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 THE MEDICAL CENTER COMMUNITY ASSISTANCE POLICY IS REQUIRED TO BE RETURNED IMMEDIATELY BY THE THIRD-PARTY COLLECTION AGENT TO THE MEDICAL CENTER FOR APPROPRIATE FOLLOW-UP. THE MEDICAL CENTER 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. THE MEDICAL CENTER'S CONTRACTS WITH THIRD PARTY COLLECTION AGENCIES INCLUDE THE FOLLOWING STANDARDS: - NEITHER THE MEDICAL CENTER NOR THEIR COLLECTION AGENCIES WILL REQUEST BENCH OR ARREST WARRANTS AS A RESULT OF NON-PAYMENT; - NEITHER THE MEDICAL CENTER NOR THEIR COLLECTION AGENCIES WILL SEEK LIENS THAT WOULD REQUIRE THE SALE OR FORECLOSURE OF A PRIMARY RESIDENCE; - NO COLLECTION AGENCY MAY SEEK COURT ACTION WITHOUT HOSPITAL APPROVAL. FINALLY, COLLECTION AGENCIES ARE TRAINED ON THE MEDICAL CENTER'S MISSION, CORE VALUES AND STANDARD OF CONDUCT TO MAKE SURE ALL PATIENTS ARE TREATED WITH DIGNITY AND RESPECT.
Schedule H, Part V, Section B, Line 16a FAP website - ST. JOSEPH MEDICAL CENTER: Line 16a URL: www.pennstatehealth.org/patients-visitors/billing-medical-records/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website - ST. JOSEPH MEDICAL CENTER: Line 16b URL: www.pennstatehealth.org/patients-visitors/billing-medical-records/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - ST. JOSEPH MEDICAL CENTER: Line 16c URL: www.pennstatehealth.org/patients-visitors/billing-medical-records/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA): SEE CHNA INFORMATION OCCASIONALLY ADDITIONAL ASSESSMENTS ARE CONDUCTED BY DISEASE SPECIFIC DEPARTMENTS, INSTITUTES, AND PROGRAMS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: WE BELIEVE THAT RECEIVING HEALTHCARE IS A BASIC HUMAN RIGHT. THE ST. JOSEPH REGIONAL HEALTH NETWORK 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: HTTPS://WWW.PENNSTATEHEALTH.ORG/PATIENTS-VISITORS/BILLING-MEDICAL-RECORDS/FINANCIAL-ASSISTANCE. 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 THE ST. JOSEPH REGIONAL HEALTH NETWORK, NOT A FINANCIAL, DECISION. 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 THE ST. JOSEPH REGIONAL HEALTH NETWORK'S OWN ASSISTANCE PLAN THAT CAN PAY ALL OR A SIGNIFICANT PORTION OF HOSPITAL BILLS.
Schedule H, Part VI, Line 4 Community information THE SERVICE AREA DEFINED FOR PURPOSES OF THE CHNA ENCOMPASSES 225 ZIP CODES IN SIX PENNSYLVANIA COUNTIES: BERKS, CUMBERLAND, DAUPHIN, LANCASTER, LEBANON AND PERRY. THESE SIX FOCUS COUNTIES REPRESENT THE COMMUNITY WHERE HEALTH CARE RESOURCES ARE AVAILABLE AND PROVIDED BY THE PARTNERING PENN STATE HEALTH ORGANIZATIONS. THE COUNTIES ARE ALSO HOME TO THE MAJORITY OF PENN STATE HEALTH'S PATIENT POPULATION. FOR ADDITIONAL DEMOGRAPHIC INFORMATION SEE FULL CHNA REPORT.
Schedule H, Part VI, Line 5 Promotion of community health PENN STATE HEALTH HAS COMPLETED FIVE CYCLES OF COMMUNITY HEALTH NEEDS ASSESSMENTS AND HAS ESTABLISHED A LONG LEGACY OF COMMUNITY HEALTH PROGRAMMING. MANY PROGRAMS IDENTIFIED IN OUR PREVIOUS PLANS WILL CARRY FORWARD AND BE FURTHER DEVELOPED AND ENHANCED; INCLUDING THOSE COLLABORATED ON WITH MANY PROGRAMS AND PROJECTS WITHIN THE PENN STATE COLLEGE OF MEDICINE: - PENN STATE CANCER INSTITUTE CANCER NAVIGATION AND SURVIVORSHIP NETWORK - PENN STATE ADDICTION CENTER FOR TRANSLATION - PENN STATE CENTER FOR THE PROTECTION OF CHILDREN - PENN STATE REACH (RACIAL AND ETHNIC APPROACHES TO COMMUNITY HEALTH) PROGRAM - PENN STATE PRO WELLNESS - PENN STATE PROJECT ECHO (EXTENSION FOR COMMUNITY HEALTHCARE OUTCOMES) - MEDICAL STUDENT PROGRAMS, INCLUDING THE HEALTH SYSTEMS SCIENCE PATIENT NAVIGATION AND CULINARY MEDICINE COURSES AND THE STUDENT-RUN AND COLLABORATIVE OUTREACH PROGRAM FOR HEALTH EQUITY (SCOPE). - PENN STATE HEALTH OFFICE FOR DIVERSITY, EQUITY AND INCLUSION PIPELINE PROGRAMS - PENN STATE COLLEGE OF MEDICINE DEPARTMENT OF PUBLIC HEALTH SCIENCES - COMMUNITY HEALTH EQUITY & ENGAGEMENT IN RESEARCH (CHEER) PROGRAM - PENN STATE COLLEGE OF NURSING - ASERT COMMUNITY OUTREACH SPECIFIC COMMUNITY HEALTH PROGRAMMING EXECUTED ON BY ST. JOSEPH REGIONAL HEALTH NETWORK IS AS FOLLOWS: - AMERICAN CANCER SOCIETY / RELAY / LEADERSHIP COMMITTEES AND COMMUNITY EVENTS IN MULTIPLE LOCATIONS - ANGEL TREE OF GIVING PROGRAM - BEREAVEMENT SUPPORT GROUP - BLOOD DRIVES - BREAST CANCER SUPPORT SERVICES AND HEALTH SCREENING PROGRAMS - COMMUNITY GARDEN AT GOGGLEWORKS - COMMUNITY PARAMEDICINE - COMMUNITY RELATIONS DEPARTMENT AND MISSION & MINISTRY CHARITABLE PURPOSE SPONSORSHIPS - COMMUNITY RELATIONS DEPARTMENT OUTREACH AND BOARD SERVICE - CORNER STORE INITIATIVE - DENTAL CLINICS - FREE CHILDREN'S CLINICS AT THE DOWNTOWN CAMPUS - EMERGENCY SERVICES COMMUNITY OUTREACH - WORLD WAR II WEEKEND, FLU VACCINE DRIVE T HROUGH EVENTS - EMPLOYER HEALTH FAIRS - SWEET STREET, QUAKER MAID - FARMSTAND / RDG FRESH MARKET AT THE DOWNTOWN CAMPUS AND COMMUNITY HEALTH NURSING OUTREACH AT THE FARMSTAND - FINANCIAL COUNSELING AND INSURANCE ENROLLMENT - INCLUDING CHIP - GREATER READING HEALTHCARE CONNECTIONS INDUSTRY PARTNERSHIP - HIGH SCHOOL INTERNSHIP PROGRAM - HIGI - HISPANIC / LATINO COMMUNITY CANCER ADVISORY / COMMUNITY OUTREACH - ONCOLOGY EDUCATION, COMMUNITY PRESENTATIONS AND SUPPORT SERVICES / GROUPS - OPTHOMOLOGY - FREE COMMUNITY EYE CLINIC - PRAPARE TOOL AND CHARITABLE SUPPORT TO ADDRESS SOCIAL DETERMINANTES OF HEALTH - PHARMACY PATIENT MEDICATON ASSISTANCE - PROJECT SEARCH - READHING SCHOOL DISTRICT BACK TO SCHOOL EVENT - STUDENT SHADOWING AND EDUCATION FOR SOCIAL WORKERS, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, RESPIRATORY THERAPY, NURSING, RADIOLOGY/DIAGNOSTIC, SURGERY, ETC. - TAKE PRIDE IN YOUR HEALTH BREAST HEALTH EDUCATION AND SCREENING - UNITED WAY CAMPAIGN, UNITED WAY DAY OF CARING AND STUFF THE BUS EVENT - VEGGIE RX PROGRAM - WALK WITH A DOC
Schedule H, Part VI, Line 6 Affiliated health care system ST. JOSEPH REGIONAL HEALTH NETWORK IS A MEMBER OF THE PENN STATE HEALTH SYSTEM. EACH HOSPITAL IN THE SYSTEM HAS A ROLE IN ADDRESSING COMMUNITY HEALTH NEEDS; THESE ROLES ARE DISCUSSED IN THE CHNA AND THE IMPLEMENTATION PLAN. ADDITIONALLY, WE ENCOURAGE READING EACH HOSPITAL'S OWN FEDERAL FORM 990, SCHEDULE H TO HEAR MORE ABOUT PROGRAMS OFFERED IN ITS COMMUNITIES.
Schedule H (Form 990) 2024
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Schedule I
(Form 990)
(Rev. January 2025)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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
1
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? ........................
2
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
noncash assistance
(h) Purpose of grant
or assistance
(1) Bern Township Police
1069 Old Bernville Rd
Reading,PA19605
23-6000249 Government 107,823       Program Support
(2) Breast Cancer Support Services
529 Reading Ave
West Reading,PA19611
23-2762595 501(C) (3) 15,000       Program Support
(3) Diocese of Allentown
PO Box F
Allentown,PA18105
23-1598116 501(c)(3) 13,500       Program Support
(4) Adalyn Rose Foundation
307 Forest Hillcircle
Reading,PA19606
84-1746119 501 (C) (3) 5,500       Program Support
(5) Alvernia University
400 Saint Bernadine
Reading,PA19607
23-1522643 501(C)(3) 6,700       Program Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
5
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash 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 Procedures for monitoring use of grant funds IF A REQUEST FOR A CHARITABLE CONTRIBUTION OR GRANT IS APPROVED, THE COMMUNITY RELATIONS DEPARTMENT SENDS AN EMAIL WITH THE FOLLOWING DETAILS: -RECIPIENT IS ASKED TO PROVIDE AN INVOICE FOR PAYMENT, PROVIDING THE EXACT AMOUNT REQUESTED AND DETAILS FOR WHAT IT WILL BE SPENT ON. -THE APPROPRIATE LOGOS AND BRANDING ELEMENTS ARE PROVIDED FOR ANY MESSAGING. -THE FOLLOWING STATEMENT IS INCLUDED: "PENN STATE HEALTH (OR ITS AFFILIATE) IS PROUD TO SPONSOR PROGRAMS THAT SERVE OUR COMMUNITY. THIS ACTIVITY IS CONSISTENT WITH, AND SUPPORTIVE OF, OUR MISSION BY PROVIDING COMMUNITY BENEFIT WITHIN THE COMMUNITIES WE SERVE. ACCORDINGLY, YOU SHOULD CONSIDER THIS DONATION TO BE RESTRICTED TO ITS INTENDED PURPOSE. WE APPRECIATE YOUR SERVICE AND ARE EXCITED TO SUPPORT YOU IN THIS EFFORT!" THE SPONSORSHIPS ARE MONITORED BY THE ORGANIZATION'S COMMUNITY RELATIONS PERSONNEL TO ENSURE THE FUNDS ARE SPENT AS INTENDED AND THE ORGANIZATION MAY REQUEST WRITTEN DOCUMENTATION AND RECEIPTS AS SUBSTANTIATION. ORGANIZATION PERSONNEL ATTEND MANY OF THE EVENTS/CAUSES WE SPONSOR, WORK/ENGAGE ACTIVELY WITH THESE NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR, AND TYPICALLY RECEIVE CONFIRMATION LETTERS FROM THE ORGANIZATIONS AS WAYS TO ASSURE OUR CONTRIBUTIONS ARE USED FOR THEIR INTENDED PURPOSES.
Schedule I (Form 990) Rev. 1-2025



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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
ST JOSEPH REGIONAL HEALTH NETWORK
 
Employer identification number

23-1352211
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
If any of the boxes on 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 .....
1b
 
 
2
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 on Line 1a? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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, 1099-MISC compensation, and/or 1099-NEC (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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DEBORAH ADDO
DIRECTOR / PSH CEO
(i)

(ii)
0
-------------
972,726
0
-------------
458,918
0
-------------
118,019
0
-------------
144,734
0
-------------
10,709
0
-------------
1,705,106
0
-------------
0
2JOSEPH FRANK
PRESIDENT
(i)

(ii)
0
-------------
496,589
0
-------------
84,680
0
-------------
39,940
0
-------------
26,070
0
-------------
10,334
0
-------------
657,613
0
-------------
0
3KENNETH WOOD
DIRECTOR
(i)

(ii)
0
-------------
727,485
0
-------------
228,114
0
-------------
24,066
0
-------------
89,815
0
-------------
20,563
0
-------------
1,090,043
0
-------------
0
4KARTIK SHAH
DIR / PRES MED STAFF
(i)

(ii)
0
-------------
549,993
0
-------------
78,750
0
-------------
160,565
0
-------------
26,070
0
-------------
10,792
0
-------------
826,170
0
-------------
0
5LOUIS BORGATTA MD
DIRECTOR/PHYSICIAN
(i)

(ii)
0
-------------
429,386
0
-------------
289,827
0
-------------
19,759
0
-------------
26,070
0
-------------
20,914
0
-------------
785,956
0
-------------
0
6MARC ROVITO
DIRECTOR/PHYSICIAN
(i)

(ii)
0
-------------
557,329
0
-------------
85,357
0
-------------
10,351
0
-------------
26,070
0
-------------
25,509
0
-------------
704,616
0
-------------
0
7STEPHEN MASSINI
PSH CEO - PART YEAR
(i)

(ii)
0
-------------
1,136,520
0
-------------
707,558
0
-------------
731,025
0
-------------
638,691
0
-------------
21,422
0
-------------
3,235,216
0
-------------
0
8PAULA TINCH
PSH CFO & EVP - PART YEAR
(i)

(ii)
0
-------------
814,835
0
-------------
376,957
0
-------------
199,585
0
-------------
26,070
0
-------------
20,923
0
-------------
1,438,370
0
-------------
0
9KIMBERLY WOLF
EXEC. DIR. / SJRHN SR. MED. DIR.
(i)

(ii)
412,564
-------------
0
44,077
-------------
0
5,068
-------------
0
26,070
-------------
0
1,988
-------------
0
489,767
-------------
0
0
-------------
0
10EDWARD CHABALOWSKI
TREASURER/CFO - PART YEAR
(i)

(ii)
223,912
-------------
0
50,386
-------------
0
136,996
-------------
0
23,174
-------------
0
16,694
-------------
0
451,162
-------------
0
0
-------------
0
11RANDY MORRIS
TREASURER
(i)

(ii)
0
-------------
331,034
0
-------------
52,062
0
-------------
17,679
0
-------------
26,070
0
-------------
20,668
0
-------------
447,513
0
-------------
0
12ROSS DARROW
VICE PRESIDENT, TREASURER
(i)

(ii)
0
-------------
295,418
0
-------------
49,433
0
-------------
17,904
0
-------------
26,070
0
-------------
28,258
0
-------------
417,083
0
-------------
0
13NICOLE LEHMAN
SECRETARY (PSU EMP)
(i)

(ii)
0
-------------
285,408
0
-------------
0
0
-------------
0
0
-------------
81,622
0
-------------
18,739
0
-------------
385,769
0
-------------
0
14MICHAEL JUPINA
VP COMMUNICATIONS
(i)

(ii)
0
-------------
251,627
0
-------------
38,325
0
-------------
1,804
0
-------------
20,565
0
-------------
1,613
0
-------------
313,934
0
-------------
0
15WENDY CLAYTON
VP / CNO
(i)

(ii)
252,795
-------------
0
30,286
-------------
0
5,789
-------------
0
22,479
-------------
0
27,812
-------------
0
339,161
-------------
0
0
-------------
0
16Sara Kleiman
PHYSICIAN ADVISOR
(i)

(ii)
299,957
-------------
0
78,298
-------------
0
44,382
-------------
0
26,070
-------------
0
19,522
-------------
0
468,229
-------------
0
0
-------------
0
17Marian Rhoads
REGIONAL DIRECTOR
(i)

(ii)
206,882
-------------
0
31,161
-------------
0
16,225
-------------
0
17,775
-------------
0
19,942
-------------
0
291,985
-------------
0
0
-------------
0
18Mamie Eschleman
REGISTERED NURSE
(i)

(ii)
193,230
-------------
0
43,158
-------------
0
7,407
-------------
0
16,918
-------------
0
10,892
-------------
0
271,605
-------------
0
0
-------------
0
19Lori Lapish-Heins
REGISTERED NURSE
(i)

(ii)
183,070
-------------
0
37,165
-------------
0
21,353
-------------
0
17,467
-------------
0
31,564
-------------
0
290,619
-------------
0
0
-------------
0
20Kirstie Anderson
REGISTERED NURSE
(i)

(ii)
152,010
-------------
0
40,146
-------------
0
20,104
-------------
0
13,664
-------------
0
424
-------------
0
226,348
-------------
0
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 I, Line 3 Arrangement used to establish the top management official's compensation ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO (PRESIDENT) IS ESTABLISHED AND PAID BY A RELATED ORGANIZATION. THAT ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2025: - EDWARD CHABALOWSKI - $63,252 - STEPHEN MASSINI - $304,920
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2025, AN OFFICER AND A DIRECTOR PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUALS VESTED IN THE PLAN IN A PRIOR YEAR; THEREFORE, CURRENT YEAR CONTRIBUTIONS ARE TAXABLE AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION. - JOSEPH FRANK - $17,566 - STEPHEN MASSINI - $114,302 - PAULA TINCH - $46,018 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2025, CERTAIN OFFICERS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUALS' CONTRIBUTIONS HAVE NOT YET VESTED; UNVESTED CONTRIBUTIONS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. - DEBORAH ADDO - $118,664 - KENNETH WOOD - $63,745
Schedule J, Part I, Line 7 Non-fixed payments BONUSES, PAID BY THE FILING ORGANIZATION OR BY A RELATED ORGANIZATION THAT EMPLOYS THE INDIVIDUALS, 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 APPLICABLE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
ST JOSEPH REGIONAL HEALTH NETWORK
 
Employer identification number

23-1352211
Return Reference Explanation
Form 990, Part III, Line 1 CONTINUED: CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION.
Form 990, Part V, Line 1a FORM 1096 FOR THE FILING ORGANIZATION IS PROCESSED AND REPORTED BY ITS RELATED ORGANIZATION PENN STATE HEALTH (EIN: 47-3769205).
Form 990, Part VI, Line 6 Classes of members or stockholders THE FILING ORGANIZATION'S SOLE MEMBER IS PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION.
Form 990, Part VI, Line 7a Members or stockholders 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 SPECIFICATIONS DEFINED IN THE BYLAWS THE CORPORATE MEMBERS HAVE RESERVED POWERS. NOTWITHSTANDING ANY OTHER PROVISIONS OF THESE BYLAWS, THE SOLE MEMBER MUST APPROVE THE FOLLOWING ITEMS, AS APPLICABLE, BEFORE THEY MAY BE IMPLEMENTED BY THIS CORPORATION. THE SOLE MEMBER SHALL HAVE THE AUTHORITY: (A) TO DETERMINE THE NUMBER OF AND TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION; (B) TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, AND TO DETERMINE THE COMPENSATION OF, THE PRESIDENT; (C) TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIR AND VICE CHAIR OF THE BOARD, THE SECRETARY (INCLUDING ANY ASSISTANT OR ASSOCIATE SECRETARY), AND THE TREASURER (INCLUDING ANY ASSISTANT TREASURER); (D) TO APPROVE ANY AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (E) TO ADOPT OR MODIFY THE MISSION, VISION, OR OBJECTIVES OF THE CORPORATION; (F) TO ADOPT ALL LONG-RANGE AND STRATEGIC PLANS; (G) TO APPROVE ALL OPERATING AND CAPITAL BUDGETS; (H) TO APPROVE ALL UNBUDGETED CAPITAL EXPENDITURES AND ALL UNBUDGETED OPERATING EXPENDITURES IN EXCESS OF SUCH AMOUNT AS IS DETERMINED BY OR PURSUANT TO THE POLICIES OF THE SOLE MEMBER; (I) TO APPROVE THE INCURRENCE OF DEBT OR GUARANTEE OF INDEBTEDNESS FOR BORROWED MONEY, OR THE PLEDGE OR MORTGAGE OF ASSETS TO SECURE THE SAME AND TO ESTABLISH AN OBLIGATED GROUP FOR FINANCING PURPOSES; (J) TO DETERMINE ANNUAL DISTRIBUTIONS TO BE MADE TO OR FOR THE BENEFIT OF THE PENNSYLVANIA STATE UNIVERSITY COLLEGE OF MEDICINE AS ACADEMIC SUPPORT PAYMENTS; (K) TO REQUIRE THE CORPORATION TO PARTICIPATE IN A CENTRALIZED FINANCIAL AND CASH MANAGEMENT SYSTEM FOR PENN STATE HEALTH AND ONE OR MORE OF ITS CONTROLLED AFFILIATES (THE "SYSTEM"); (L) TO APPROVE ANY DONATION OR TRANSFER OF THE CORPORATION'S ASSETS IN EXCESS OF SUCH AMOUNT AS IS DETERMINED BY OR PURSUANT TO THE POLICIES OF THE SOLE MEMBER, OTHER THAN DONATIONS OR TRANSFERS TO THE SOLE MEMBER OR ANOTHER ENTITY IN THE SYSTEM, UNLESS AUTHORIZED IN THE CORPORATION'S APPROVED BUDGET; (M) TO APPROVE AND AUTHORIZE ADDITIONS AND ELIMINATIONS OF CLINICAL SERVICES OF THE CORPORATION AND TO DETERMINE THE DISTRIBUTION OF CLINICAL AND SUPPORT SERVICES ACROSS THE SYSTEM; (N) TO APPROVE THE CREATION OR DISSOLUTION OF, INVESTMENT IN, OR DISPOSITION OF ANY SUBSIDIARY OR JOINT VENTURE AND TO APPROVE ANY OTHER STRATEGIC ALIGNMENT OR FUNDAMENTAL CHANGE TRANSACTION, INCLUDING (I) JOINT OPERATING AGREEMENTS OR MANAGEMENT AGREEMENTS, (II) ACQUISITIONS, DISPOSITIONS OR TRANSFERS OF MATERIAL OPERATIONS, (III) CLOSURE OF FACILITIES, (IV) MERGERS, CONSOLIDATIONS, AND DIVISIONS, (V) THE SALE, PLEDGING, LEASING OR TRANSFER OF ASSETS WITH A VALUE IN EXCESS OF SUCH AMOUNT AS IS DETERMINED BY OR PURSUANT TO THE POLICIES OF THE SOLE MEMBER, AND (VI) THE LIQUIDATION OR DISSOLUTION OF THE CORPORATION; (O) TO ADOPT EMPLOYEE BENEFIT PLANS; (P) TO ADOPT OR APPROVE THE INVESTMENT POLICIES OF THE CORPORATION; (Q) TO SELECT AND APPOINT AUDITORS FOR, AND TO DESIGNATE THE FISCAL YEAR OF, THE CORPORATION; (R) TO RETAIN COUNSEL ON BEHALF OF AND SETTLE ANY LITIGATION AGAINST THE CORPORATION; (S) TO ENTER INTO SYSTEM-WIDE AGREEMENTS ON BEHALF OF THE CORPORATION; AND (T) EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, TO GIVE SUCH APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO THE MEMBERS OF A PENNSYLVANIA NONPROFIT CORPORATION UNDER THE PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988, AS AMENDED (THE "PENNSYLVANIA NONPROFIT CORPORATION LAW").
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, AND THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENT 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. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS THROUGH AN ANNUAL ONLINE DISCLOSURE STATEMENT AND AS MATTERS INVOLVING AN ACTUAL OR POTENTIAL CONFLICT ARISE. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT 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 FILING ORGANIZATION MAY ENTER INTO A TRANSACTION OR ARRANGEMENT IN WHICH A COVERED PERSON HAS AN ACTUAL CONFLICT OF INTEREST IF A MAJORITY OF DIRECTORS WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT APPROVE THE TRANSACTION OR ARRANGEMENT AT A BOARD OR COMMITTEE MEETING AFTER DETERMINING THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION, ANY COVERED PERSON WHO HAS A CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING SUCH TRANSACTION OR ARRANGEMENT (EXCEPT THAT THE COVERED PERSON MAY APPEAR AT A MEETING TO ANSWER QUESTIONS), AND IF THE TRANSACTION OR ARRANGEMENT INVOLVES COMPENSATION OR OTHER FINANCIAL BENEFIT TO THE COVERED PERSON, THE BOARD RELIES ON APPROPRIATE COMPARABILITY DATA TO DETERMINE REASONABLENESS. THE FILING ORGANIZATION WILL DOCUMENT THE FOREGOING IN THE MINUTES OF BOARD AND COMMITTEE MEETINGS, AS APPLICABLE. EACH COVERED PERSON MUST 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. 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 15b Process to establish compensation of other employees THE FILING ORGANIZATION IS PART OF A MULTI-ENTITY HEALTH SYSTEM AND MAY OR MAY NOT DESIGNATE ONE OR MORE OF ITS EMPLOYEES AS A CEO (OR PRESIDENT), OFFICER, OR KEY EMPLOYEE. IF THE FILING ORGANIZATION DOES NOT DESIGNATE INDIVIDUALS TO THESE ROLES, THE ROLE IS HANDLED BY AN INDIVIDUAL FROM THE PARENT ENTITY, PENN STATE HEALTH, OR AN AFFILITATE. PENN STATE HEALTH HAS ESTABLISHED A SYSTEM-WIDE PROCESS FOR ESTABLISHING COMPENSATION AS FOLLOWS: ANNUALLY, THE COMPENSATION COMMITTEE OF THE PARENT BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER (CEO), OFFICERS, AND KEY EMPLOYEES. AS PART OF THE ANALYSIS, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABILITY DATA UPON 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 THE 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 AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE PENNSYLVANIA STATE UNIVERSITY AND ITS SUBSIDIARIES (WHICH INCLUDES PENN STATE HEALTH AND ITS AFFILIATES) ARE AVAILABLE AT WWW.PSU.EDU.
Form 990, Part VII, Section A PART VII AND SCHEDULE J REFLECT CERTAIN DIRECTORS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THAT REMUNERATION FOR DIRECTORS WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION, NOT FOR SERVICES RENDERED AS DIRECTORS OF THE FILING ORGANIZATION.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 14942, Related or Exempt Function Revenue: 14942, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - CLINIC SUPPORT - -48602662; Total - -48602662;
FORM 990, PART VI, LINES 13 & 14 WHISTLEBLOWER POLICY AND DOCUMENT RETENTION/DESTRUCTION POLICY THE FILING ORGANIZATION FOLLOWS THE WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF A RELATED ORGANIZATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)

(Rev. January 2025)
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
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) ST JOSEPH PROVIDER HOSPITAL ORG LLC
100 CRYSTAL A DRIVE MC CA210
HERSHEY,PA17033
46-1482146
CI-NTWK PA 0 0 SJRHN
 
(2) ST JOSEPH HEALTH SERVICES LLC
100 CRYSTAL A DRIVE MC CA210
HERSHEY,PA17033
47-3760925
HEALTHCARE PA 3,088,915 610,699 SJRHN
 








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?
Yes No
(1)ST JOSEPH MEDICAL CENTER FOUNDATION
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
23-2649362
FUNDRAISING PA 501(c)(3) Type I SJRHN
 
Yes
 
(2)ST JOSEPH MEDICAL GROUP
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
20-8544021
HEALTHCARE PA 501(c)(3) 10 PSH
 
Yes
 
(3)THE PENNSYLVANIA STATE UNIVERSITY
ONE OLD MAIN

UNIVERSITY PARK,PA17033
24-6000376
EDUCATION PA 501(c)(3) 2 NA
 
 
No
(4)PENN STATE HEALTH
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
47-3769205
HEALTHCARE PA 501(c)(3) Type I PSU
 
Yes
 
(5)THE MILTON S HERSHEY MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
25-1854772
HEALTHCARE PA 501(c)(3) 3 PSH
 
Yes
 
(6)PENN STATE HEALTH LANCASTER MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
85-1620900
HEALTHCARE PA 501(c)(3) 3 PSH
 
Yes
 
(7)PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
23-1512747
HEALTHCARE PA 501(c)(3) 3 PSH
 
Yes
 
(8)HOLY SPIRIT CORPORATION
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
23-2214540
REAL ESTATE PA 501(c)(2)   PSHHSMC
 
Yes
 
(9)PENN STATE HEALTH HAMPDEN MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
85-1608328
HEALTHCARE PA 501(c)(3) 3 PSH
 
Yes
 
(10)PENNSYLVANIA PSYCHIATRIC MEDICAL SERVICES
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
82-2969322
HEALTHCARE PA 501(c)(3) 3 PPI
 
Yes
 
(11)PENNSYLVANIA PSYCHIATRIC INSTITUTE
100 CRYSTAL A DRIVE MC CA210

HERSHEY,PA17033
26-1699000
HEALTHCARE PA 501(c)(3) 3 MSHMC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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?



(k)
Percentage
ownership


Yes No Yes No
(1) HERSHEY OUTPATIENT SURGERY CENTER LP

15305 DALLAS PKWY
ADDISON,TX75001
20-0469951
HEALTHCARE PA NITTANY HLTH
 
        No     No  
(2) SCOL HOLDINGS LLC

5000 COLLEGE BLVD
STE 400
OVERLAND PARK,KS66211
87-1736200
HEALTHCARE KS NITTANY HLTH
 
        No     No  
(3) Lancaster Orthopedic Group Surgery Center LLC

413 GRANITE RUN DRIVE
LANCASTER,PA17601
85-4269989
HEALTHCARE PA PSH
 
        No     No  








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
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NITTANY HEALTH INC

100 CRYSTAL A DRIVE MC CA210
HERSHEY,PA17033
25-1769611
HEALTHCARE PA PSH
 
C Corporation         No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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 1,928,037 FMV





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SUPPLEMENT INFROMATION SCHEDULE R LISTS ONLY THOSE RELATED ORGANIZATIONS THAT RELATE TO THE HEALTH CARE OPERATIONS UNDER THE COMMON CONTROL OF THE PENNSYLVANIA STATE UNIVERSITY.
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1