CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS |
ST. LUKE'S WARREN HOSPITAL, INC. IS A JOINT COMMISSION-ACCREDITED, NOT-FOR-PROFIT, 198-LICENSED BED ACUTE CARE HOSPITAL LOCATED IN PHILLIPSBURG, WARREN COUNTY, NEW JERSEY, PROVIDING CARE PRIMARILY TO RESIDENTS OF WARREN AND HUNTERDON COUNTIES IN NEW JERSEY, AND THE CITY OF EASTON IN NORTHAMPTON COUNTY, PENNSYLVANIA. IN FISCAL YEAR 2021, (FY 21), ST. LUKE'S WARREN CAMPUS ANNUALLY PROVIDED PATIENT CARE FOR 5,192 OBSERVATIONS AND ADMISSIONS, 107,551 OUTPATIENT VISITS AND 22,893 EMERGENCY DEPARTMENT (ED) VISITS. IT IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN INTERNAL REVENUE CODE SECTION 501(C) (3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, ST. LUKE'S WARREN CAMPUS PROVIDES MEDICALLY NECESSARY HEALTH CARE SERVICE TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ST. LUKE'S WARREN CAMPUS OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: - ST. LUKE'S WARREN CAMPUS PROVIDES MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; - ST. LUKE'S WARREN CAMPUS OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, 365 DAYS PER YEAR; - ST. LUKE'S WARREN CAMPUS MAINTAINS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; - CONTROL OF ST. LUKE'S WARREN CAMPUS RESTS WITH ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS OF ST. LUKE'S HEALTH NETWORK, INC., D.B.A. ST. LUKE'S UNIVERSITY HEALTH NETWORK. BOTH BOARDS ARE COMPRISED OF A MAJORITY OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY, AS WELL AS PHYSICIANS ON THE HOSPITAL/NETWORK MEDICAL STAFF; AND - SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. THE OPERATIONS OF ST. LUKE'S WARREN CAMPUS, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF ST. LUKE'S WARREN CAMPUS IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. MISSION ======= THE MISSION OF ST. LUKE'S WARREN CAMPUS IS TO CARE FOR THE SICK AND INJURED REGARDLESS OF THEIR ABILITY TO PAY, IMPROVE OUR COMMUNITIES' OVERALL HEALTH, AND EDUCATE OUR HEALTH CARE PROFESSIONALS. THE MISSION WILL BE ACCOMPLISHED BY THE FOLLOWING: - MAKING THE PATIENT OUR HIGHEST PRIORITY. - PROMOTING HEALTHY LIFESTYLES AND CONTINUOUSLY IMPROVING CARE PROVIDED TO HEAL THE SICK AND INJURED. - COORDINATING AND INTEGRATING SERVICES INTO A SEAMLESS, EASILY ACCESSIBLE SYSTEM OF CARE. - IMPROVING THE LEVEL OF SERVICE PROVIDED THROUGHOUT THE NETWORK. - ENSURING ALL HEALTH CARE SERVICES ARE RELEVANT TO THE NEEDS OF THE COMMUNITY. - STRIVING TO MAXIMIZE THE SATISFACTION OF OUR PATIENTS, EMPLOYEES, MEDICAL STAFF AND VOLUNTEERS, AND - TRAINING ALLIED HEALTH PROFESSIONALS, NURSING AND MEDICAL STUDENTS, AND RESIDENTS AND FELLOWS AND ATTRACTING THEM TO PRACTICE WITHIN OUR NETWORK'S SERVICE AREA. OVERVIEW ======== FOUNDED IN 1923, ST. LUKE'S WARREN CAMPUS WAS ACQUIRED BY NATIONALLY RECOGNIZED ST. LUKE'S UNIVERSITY HEALTH NETWORK (NETWORK) IN 2012. SINCE THAT TIME, ST. LUKE'S HAS CONTINUOUSLY IMPROVED THE QUALITY OF, AND ACCESS TO, CARE. ST. LUKE'S WARREN CAMPUS CURRENTLY PROVIDES PATIENTS WITH ACCESS TO MORE THAN 475 PHYSICIANS ACROSS NEARLY 60 MEDICAL SPECIALTIES. ST. LUKE'S WARREN CAMPUS IS CERTIFIED AS A PRIMARY STROKE CENTER BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES. THE ST. LUKE'S WARREN CAMPUS IS PART OF ST. LUKE'S INTEGRATED NETWORK CANCER PROGRAM (INCP), WHICH IS ACCREDITED WITH COMMENDATION BY THE AMERICAN COLLEGE OF SURGEONS. ST. LUKE'S WARREN CAMPUS OFFERS WOUND MANAGEMENT SERVICES, INCLUDING HYPERBARIC OXYGEN THERAPY (HBOT), WHICH IS ACCREDITED BY THE UNDERSEA AND HYPERBARIC MEDICAL SOCIETY. THE HOSPITAL RECEIVED ADDITIONAL PAYMENT IN THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) VALUE-BASED PURCHASING PROGRAM, PERFORMING BETTER THAN PEER HOSPITALS IN NEW JERSEY. ST. LUKE'S WARREN CAMPUS CONTINUES TO PARTICIPATE IN THE NEW JERSEY DEPARTMENT OF HEALTH & SENIORS SERVICES PUBLIC REPORTING INITIATIVE. PERFORMANCE IMPROVEMENT TEAMS WORK TO CONTINUOUSLY IMPROVE THE PROCESS OF CARE PROVIDED TO PATIENTS SUFFERING A HEART ATTACK, PATIENTS WITH PNEUMONIA OR HEALTH FAILURE AND THOSE UNDERGOING SURGICAL PROCEDURES. THE HOSPITAL'S SPECIALTY SERVICES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: - BEHAVIORAL HEALTH, OUTPATIENT CARE - CARDIOLOGY - DERMATOLOGY - EMERGENCY SERVICES - ENDOCRINOLOGY - GASTROENTEROLOGY - INFECTIOUS DISEASE - INFUSION CENTER - NEPHROLOGY - NEUROLOGY/CONCUSSION CENTER - OB/GYN - ONCOLOGY/HEMATOLOGY - OPHTHALMOLOGY - ORTHOPEDICS - OTOLARYNGOLOGY/ENT - PAIN MANAGEMENT - PALLIATIVE CARE - PODIATRY - PULMONOLOGY - RADIOLOGY (ADVANCED) - SLEEP DISORDERS - SPEECH THERAPY - SPORTS MEDICINE, PHYSICAL AND OCCUPATIONAL THERAPY, REHAB - SURGERY (GENERAL AND LAPAROSCOPIC) - SURGICAL ONCOLOGY - UROLOGY - VASCULAR - WEIGHT MANAGEMENT BOTH SURGICAL AND MEDICAL - WOMEN'S HEALTH - WOUND MANAGEMENT & HYPERBARIC MEDICINE |
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS |
THE NETWORK HAS INVESTED APPROXIMATELY $75.5 MILLION IN TECHNICAL AND FACILITY IMPROVEMENTS AT ST. LUKE'S WARREN CAMPUS SINCE 2012. THIS INCLUDES: $47.2 MILLION IN FACILITY IMPROVEMENTS AND EXPANSIONS (NEW INTERVENTIONAL RADIOLOGY/CARDIAC CATHETERIZATION LAB, INTENSIVE CARE UNIT, NEW INFUSION CENTER, NEW MEDICAL/SURGICAL UNITS, RENOVATIONS TO OPERATING ROOMS, RENOVATIONS TO EMERGENCY DEPARTMENT, RENOVATIONS TO WOUND CARE, RENOVATIONS TO THE PHARMACY, EXPANSION/RELOCATION OF OUTPATIENT THERAPY, CARDIOVASCULAR EXPANSION, OUTPATIENT RADIOLOGY, OUTPATIENT LAB AND ORTHOPEDIC SERVICES AT WASHINGTON OUTPATIENT CENTER AND HILLCREST PLAZA); $4.7 MILLION FOR TWO CT SCANNERS, AN MRI, A 3D MAMMOGRAPHY UNIT, AND TWO NUCLEAR IMAGING CAMERAS, ALL OFFERING THE LATEST AVAILABLE GE TECHNOLOGY ($1.2 MILLION FOR RELATED CONSTRUCTION/RENOVATIONS); $3.8 MILLION FOR INFORMATION TECHNOLOGY (IT) UPGRADES; $1.6 MILLION FOR AN EMERGENCY GENERATOR, $17.7 MILLION IN OTHER FACILITY IMPROVEMENTS AND EQUIPMENT, AND OVER $500,000 MAKING OUR CAMPUS COVID-19 SAFE FOR OUR PATIENTS AND EMPLOYEES BY CONVERTING MED SURG UNITS, INTENSIVE CARE AND ED ROOMS TO TRUE ISOLATION AND INSTALLING PLEXI BARRIERS THROUGHOUT CAMPUS. THE HOSPITAL HAS SIGNIFICANTLY EXPANDED MEDICAL EXPERTISE THROUGH THE ADDITION OF THE FOLLOWING SERVICES: - DIRECT ACCESS TO GYNECOLOGIC ONCOLOGISTS, ONCOLOGY CARE AND SURGERY. - DIRECT ACCESS TO COLORECTAL SURGEONS. - DIRECT ACCESS TO SUB-SPECIALTY NEUROLOGISTS. - DIRECT ACCESS TO A HIGHLY TRAINED CARDIAC TEAM WHICH INCLUDES EXPERIENCED AND SKILLED CARDIOLOGISTS, CARDIAC AND VASCULAR SURGEONS, INTERVENTIONAL RADIOLOGISTS AND ELECTROPHYSIOLOGISTS. RECOGNITIONS ============ - CMS 5-STAR RATING FOR QUALITY OF CARE - CMS 4-STAR RATING FOR PATIENT EXPERIENCE, ONE OF NJ'S 5 "TOP" HOSPITALS (ALL HAVE 4 STARS) - LEAPFROG TOP HOSPITAL FOR PATIENT SAFETY, SECOND CONSECUTIVE YEAR - LEAPFROG PATIENT SAFETY GRADE - A - HEALTHGRADES TOP HOSPITAL FOR PATIENT SAFETY, SECOND CONSECUTIVE YEAR - HEALTHGRADES TOP HOSPITAL FOR CRITICAL CARE - AHA GET WITH THE GUIDELINES GOLD PLUS TARGET: DIABETES AWARD FOR STROKE CARE - REDUCING CARDIO-PULMONARY READMISSIONS (CPR2) TEAM: FIRST PLACE SLUHN QUALITY AWARD; PRESENTING AT PREMIER'S NATIONAL BREAKTHROUGHS 2022 PROGRAM GROWTH ====== - ST. LUKE'S WARREN CAMPUS ACQUIRED TWIN RIVERS GASTROENTEROLOGY CENTER AND ENDOSCOPY CENTER - ST. LUKE'S WARREN CAMPUS NOW OFFERS KNEE REPLACEMENT PROCEDURES USING THE NEW VELYS ROBOTIC-ASSISTED SOLUTION RWJBARNABAS HEALTH COLLABORATION ================================ ST. LUKE'S WARREN CAMPUS AND RWJBARNABAS HEALTH CONTINUED DISCUSSIONS TO IDENTIFY AND REDUCE HEALTH DISPARITIES IN NORTHWEST NJ, SHARE SUCCESSES LEARNED DURING THE PANDEMIC AND TO COLLABORATE IN ACADEMIC AND CLINICAL RESEARCH ENDEAVORS. EFFORTS HAVE CONTINUED AND THE CLINICAL AFFILIATION HAS BEEN AUTOMATICALLY RENEWED. COMMUNITY OUTREACH ================== IN KEEPING WITH ITS COMMITMENT TO THE COMMUNITIES IT SERVICES, ST. LUKE'S WARREN CAMPUS ANNUALLY REACHES MANY PEOPLE THROUGH ITS COMMUNITY OUTREACH ENDEAVORS. THE HOSPITAL OFFERS A VARIETY OF FREE SCREENINGS AND SERVICES FOR COMMUNITY-RUN EVENTS THROUGHOUT THE YEAR. COMMUNITY OUTREACH INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: - EXERCISE & FITNESS: OFFERED FREE, TWICE-WEEKLY OSTEOPOROSIS EXERCISE CLASSES AT THE FITNESS & SPORTS PERFORMANCE CENTER. - EMPLOYEE HEALTH: INITIATED A COMMUNITY SUPPORTED AGRICULTURE PROGRAM, MAKING WEEKLY DELIVERIES OF LOCALLY GROWN ORGANIC VEGETABLES AVAILABLE TO EMPLOYEES AT DISCOUNTED PRICES - EMERGENCY SERVICES SUPPORT (EMS): CONTINUED TO PARTNER WITH OUR LOCAL EMS AGENCIES BY PROVIDING FREE EDUCATION SESSIONS, FREE MEDICAL DIRECTORSHIPS AND FREE MEDICATION REPLACEMENT TO ALL VOLUNTEER EMS AGENCIES WITHIN WARREN COUNTY. IN RESPONSE TO THE OPIOID EPIDEMIC, WARREN HOSPITAL PROVIDED FREE NARCAN TO LOCAL EMS ALONG WITH A FREE REPLACEMENT PROGRAM UPON USAGE OR EXPIRATION. ADDITIONALLY, WARREN HOSPITAL SUPPORTS THE WARREN COUNTY PROSECUTOR'S OFFICE BY PROVIDING FREE EDUCATIONAL AND MEDICAL OVERSIGHT BY WAY OF OUR EMERGENCY DEPARTMENT PHYSICIAN, JACK CHAMBERS, MD. WARREN COUNTY PROSECUTOR'S OFFICE AND LOCAL POLICE REQUIRE ANNUAL TRAINING ON TOURNIQUET AND HEMOSTATIC AGENT USE, WHICH WARREN HOSPITAL PROVIDES AT NO COST. |
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS |
COMMUNITY INVOLVEMENT ===================== THE HOSPITAL PURSUES EXPANDED RELATIONSHIPS AND HEALTH IMPROVEMENT ADVOCACY WITH THE COMMUNITIES IT SERVES THROUGH VARIOUS COALITION-BUILDING ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: HOSPITAL MANAGERS SERVE ON VARIOUS COMMUNITY BOARDS AND PANELS AND, IN THIS WAY, COLLECTIVELY VOLUNTEER A MINIMUM OF 40 HOURS A MONTH TO VARIOUS INITIATIVES INCLUDING: - ABILITIES - ARC OF WARREN COUNTY - AFFILIATION OVERSIGHT COMMITTEE WITH FAMILY GUIDANCE CENTER - COMMUNITY HEALTH FORUM - DASACC (DOMESTIC ASSAULT & SEXUAL ABUSE CRISIS CENTER) BOARD OF DIRECTORS - EARLY CHILDHOOD ADVISORY COUNCIL - LOCAL ADVISORY COUNCIL ON ALCOHOL AND DRUG ABUSE - MENTAL HEALTH BOARD - MINSI TRAILS BOY SCOUT COUNCIL - PHILLIPSBURG AREA CHAMBER OF COMMERCE - PHILLIPSBURG ROTARY CLUB - PROFESSIONAL ADVISORY COUNCIL ON MENTAL HEALTH - SYSTEM REVIEW COMMITTEE FOR MENTAL HEALTH - WARREN COUNTY SUBSTANCE PREVENTION COALITION - WARREN COUNTY BOARD OF HEALTH COMMUNITY COALITION (CHIC) OTHER PARTNERSHIPS THAT INVOLVE EMPLOYEE TIME DURING THE WORKDAY AND BEYOND INCLUDE: - UNITED WAY OF NORTHERN NEW JERSEY - EXPLORER POST THROUGH THE MINSI TRAILS COUNCIL OF THE BOY SCOUTS - PHILLIPSBURG SCHOOL DISTRICT'S EDUCATION FOUNDATION - BIG BROTHERS/BIG SISTERS OF NORTHERN NEW JERSEY - AMERICAN CANCER SOCIETY - UNITED WAY CAREGIVER COALITION - PHILLIPSBURG WALTERS PARK COMMUNITY POOL HOSPITAL EMPLOYEES SUPPORTED COMMUNITY NON-PROFIT INITIATIVES INCLUDING: - ABILITIES - AMERICAN HEART ASSOCIATION (CPR COMMUNITY INSTRUCTORS) - UNITED WAY - RELAY FOR LIFE - SALVATION ARMY - ANGEL TREE PROGRAM - BIG BROTHERS/BIG SISTERS OF HUNTERDON, SOMERSET & WARREN - NORWESCAP FOOD BANK MORE THAN 40 EMPLOYEES AND PHYSICIANS SUPPORTED THE MILLER-KEYSTONE BLOOD CENTER DRIVES AT ST. LUKE'S WARREN CAMPUS, WHICH ARE HELD THREE TIMES EACH YEAR. VOLUNTEERS ========== IN FY 21, 58 ST. LUKE'S WARREN CAMPUS VOLUNTEERS PROVIDED MORE THAN 5,982 VOLUNTEER HOURS. |
CORE FORM, PART V; QUESTION 1A & CORE FORM, PART VII; SECTION B |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE ORGANIZATION'S FORM 990 REFLECTS NO TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION PAYS ALL OUTSTANDING ACCOUNTS PAYABLE INVOICES ON BEHALF OF THIS ORGANIZATION. IN CONJUNCTION WITH THIS SERVICE, ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALSO PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALLOCATES THESE PAYMENTS TO THE ORGANIZATION VIA AN INTERCOMPANY ACCOUNT. |
CORE FORM, PART VI, QUESTION 3; PART VII AND SCHEDULE J |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THIS ORGANIZATION OUTSOURCED ALL OF ITS FINANCE FUNCTIONS INCLUDING BUT NOT LIMITED TO, ACCOUNTING, FINANCE, PAYROLL, ACCOUNTS PAYABLE AND TAX, TO ST. LUKE'S HEALTH NETWORK, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THOMAS P. LICHTENWALNER IS THE SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER OF THE NETWORK. MR. LICHTENWALNER RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HOWEVER, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. MR. LICHTENWALNER'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ST. LUKE'S HEALTH NETWORK, INC. (EIN: 23-2384282) FEDERAL FORM 990. PLEASE REFER TO THE ST. LUKE'S HEALTH NETWORK, INC. FORM 990 FOR THIS INFORMATION. |
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 |
ST. LUKE'S HEALTH NETWORK, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. ST. LUKE'S HEALTH NETWORK, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
CORE FORM, PART VI, SECTION B; QUESTION 11B |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE ST. LUKE'S UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF TRUSTEES HAS DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE NETWORK'S FINANCE PERSONNEL, INCLUDING ITS SENIOR VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF FINANCE, DIRECTOR OF ACCOUNTING AND VARIOUS OTHER NETWORK INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE NETWORK'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE NETWORK'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE NETWORK'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. THEREAFTER, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
CORE FORM, PART VI, SECTION B; QUESTION 12 |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE NETWORK HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES, BOARD COMMITTEE MEMBERS AND SENIOR MANAGEMENT ANNUALLY. THE NETWORK'S COMPLIANCE DEPARTMENT, INCLUDING ITS CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL, ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE ORGANIZATION'S GOVERNING BODY, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION THE BOARD OF TRUSTEES MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. |
CORE FORM, PART VI, SECTION B; QUESTION 15 |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. COMPENSATION REVIEW EXECUTIVE COMPENSATION FOR THE NETWORK CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR NETWORK EXECUTIVES IS APPROVED ANNUALLY BY THE NETWORK'S BOARD OF TRUSTEES. THE RECOMMENDED COMPENSATION IS ESTABLISHED THROUGH A MULTI-FACETED APPROACH INCLUDING USE OF AN INDEPENDENT CONSULTANT ENGAGED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AND WHO WORKS DIRECTLY WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALSO INCLUDED IS THE REVIEW OF FORMS 990 AND COMPENSATION SURVEYS OF OTHER COMPARABLE HEALTHCARE ORGANIZATIONS. PLEASE REFER TO THE SCHEDULE J, PART III RESPONSE TO SCHEDULE J, PART I, QUESTION 3 FOR ADDITIONAL INFORMATION. |
CORE FORM, PART VI, SECTION C; QUESTION 19 |
THE NETWORK HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE NEW JERSEY DEPARTMENT OF TREASURY. |
CORE FORM, PART VII AND SCHEDULE J |
CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
CORE FORM, PART VII AND SCHEDULE J |
ROBERT E. MARTIN IS A VOTING MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES; AN UNCOMPENSATION POSITION. MR. MARTIN IS THE SENIOR VICE PRESIDENT, CHIEF STRATEGY OFFICER OF THE NETWORK AND RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. THEREFORE, ST. LUKE'S HEALTH NETWORK, INC. FILED A 2020 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. MARTIN'S COMPENSATION IN EXCESS OF $1M. MR. MARTIN'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ST. LUKE'S HEALTH NETWORK, INC. (EIN: 23-2384282) FEDERAL FORM 990. PLEASE REFER TO THE ST. LUKE'S HEALTH NETWORK, INC. FORM 990 FOR THIS INFORMATION. |
CORE FORM, PART VII AND SCHEDULE J |
THOMAS P. LICHTENWALNER IS INCLUDED ON THIS FORM 990 BECAUSE DURING THE FISCAL YEAR ENDED JUNE 30, 2021 HE SERVED AS THE TOP FINANCIAL OFFICIAL OF ST. LUKE'S UNIVERSITY HEALTH NETWORK. MR. LICHTENWALNER WAS NOT EMPLOYED BY THIS ORGANIZATION; RATHER HE RECEIVED A FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH ST. LUKE'S HEALTH NETWORK, INC. (EIN: 23-2384282). ACCORDINGLY, ST. LUKE'S HEALTH NETWORK, INC. FILED A 2020 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. LICHTENWALNER'S COMPENSATION IN EXCESS OF $1M. |
CORE FORM, PART VII, SECTION A, COLUMN B |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENTS THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE GOVERNING BODY OF OTHER RELATED ORGANIZATIONS WITHIN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION. |
CORE FORM, PART XI; QUESTION 9 |
OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - RESTRUCTURING COSTS - ($66,894); - PLEDGES RECEIVED - SPECIFIC PURPOSE FUND - ($206,800); AND - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - SPECIFIC PURPOSE FUND - $3,545. |
CORE FORM, PART XII; QUESTION 2 |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2021 AND JUNE 30, 2020; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
CORE FORM, PART XII; QUESTION 3 |
THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. |