2025-05-14T06:42:02-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 232523395 ALLIED SERVICES INSTITUTE OF REHABILITATION MEDICINE ALLI 5703481300 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 WILLIAM P CONABOY ESQ PRESIDENT/CEO 5703481300 2025-04-27 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-04-27 2023 2025-03-06 01:10:19Z WILLIAM P CONABOY ESQ 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 29830323 0 X WWW.ALLIED-SERVICES.ORG X 1966 PA TO OPERATE A REHABILITATION HOSPITAL PROVIDING ALL TYPES OF REHABILITATIVE SERVICES. 7 6 303 5 0 0 1563258 880825 27829005 28718202 1037090 0 -169889 -32980 30259464 29566047 0 36407308 0 0 19115827 17907127 0 0 0 12184016 12160909 31299843 66475344 -1040379 -36909297 44486423 7877271 11338616 11638761 33147807 -3761490 X WE ARE COMMITTED TO THE PEOPLE OF OUR COMMUNITY, TO HELP THEM OVERCOME CHALLENGES AND REACH THEIR GREATEST POTENTIAL BY PROVIDING QUALITY CARE, PEOPLE ORIENTED SERVICES, AND COMFORT THROUGH OPERATION OF A REHABILITATION HOSPITAL, WHICH PROVIDES ALL TYPES OF REHABILITATIVE SERVICES. 0 0 59838911 36407308 28718202 OPERATED A REHABILITATION HOSPITAL, LICENSED FOR 50-BEDS THAT PROVIDED VARIOUS TYPES OF REHABILITATIVE SERVICES. ALSO OPERATED A 51-BED SKILLED NURSING TRANSITIONAL UNIT, AND OUTPATIENT PHYSICAL THERAPY CLINICS. DURING THE 2024 FISCAL YEAR, THE HOSPITAL HAD 8,926 PATIENT DAYS, OF WHICH 75.69% WERE MEDICARE. THE TOTAL OCCUPANCY FOR THE REHABILITATION HOSPITAL WAS 52%. IN ADDITION, THERE WERE 184,283 OUTPATIENT VISITS.SERVICES WERE PROVIDED TO PATIENTS WHO MET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. CHARGES FORGONE FOR SERVICES RENDERED AND SUPPLIES FURNISHED UNDER THE CHARITY CARE POLICY AMOUNTED TO APPROXIMATELY $92,106 DURING THE YEAR ENDED JUNE 30, 2024. 59838911 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 30 0 303 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X DAVID ARGUST 5703481335 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 THOMAS J MELONE CPA CHAIRMAN 1.00 5.00 X X 0 0 0 WILLIAM P CONABOY ESQ VICE CHAIRMAN/PRESIDENT/CEO 10.00 30.00 X X 0 2622391 717659 RICHARD WEINBERGER DO SECRETARY 1.00 1.00 X X 0 0 0 JAY BRISLIN MSPT TREASURER 1.00 1.00 X X 0 0 0 SANDRA KROKOS-KISLAN OD DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM SCRANTON DIRECTOR 1.00 6.00 X 0 0 0 SHERRY DAVIDOWITZ DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL AVVISATO ASSISTANT TREASURER/SECRETARY 10.00 30.00 X 0 1206001 320211 KAREN KEARNEY VICE PRESIDENT 40.00 0.00 X 200501 0 37731 DIANA POPE ALBRIGHT AVP OUTPATIENT 40.00 0.00 X 155351 0 19471 CATHY GUZZI AVP OUTPATIENT 40.00 0.00 X 140866 0 32826 KATHLEEN STELLA AVP ADMISSIONS 40.00 0.00 X 146090 0 18276 ANGELA MOTLEY AVP HEALTH INFORMATION 40.00 0.00 X 120322 0 12722 763130 3828392 1158896 5 0 1 0 THE WRIGHT CENTER 501 SOUTH WASHINGTON AVE SCRANTON PA 18505 RESIDENCY PROGRAM 939416 CROTHALL HEALTHCARE INC 955 CHESTERBROOK BLVD SUITE 300 WAYNE PA 19087 HOUSEKEEPING SERVICES 536340 US FOOD SERVICE 1200 HOOVER AVE ALLENTOWN PA 18103 DIETARY SUPPLIES / SERVICE 372343 LACKAWANA MOBILE XRAY 1229 MONROE AVE DUNMORE PA 18509 DUNMORE PA 18509 XRAY SERVICES 138206 ESP PERSONNEL 72877 DINAH SHORE DRIVE RANCHO MIRAGE CA 92270 CONTRACT LABOR 117372 5 880825 880825 NET PATIENT SERVICE REV 623000 27744706 27744706 PA MODERNIZATION ASSESSMENT 623000 973496 973496 28718202 196680 264276 -67596 -67596 -67596 ABSTRACTS REVENUE 561000 24405 24405 CLINIC REVENUE 624310 8951 8951 MISCELLANEOUS 900099 1260 1260 34616 29566047 28718202 0 -32980 36407308 36407308 14428715 12320690 2108025 185778 158636 27142 2192369 1872067 320302 1100265 939516 160749 4736 4736 49728 49728 2585731 1697266 888465 4345 4230 115 394349 304010 90339 335836 335836 648870 455951 192919 16887 13614 3273 11053 9429 1624 70203 70203 1012153 1012153 476697 476697 MEDICAL SUPPLIES 1521819 1519947 1872 REPAIRS & MAINTENANCE 1232114 207920 1024194 PA NURSING HOME ASSESSM 973496 973496 TAXES & LICENSES 948176 948176 1874716 1059942 814774 66475344 59838911 6636433 0 2075 1600 2332583 3299094 17222 20462 88980 112571 20556579 18059172 3078125 2497407 36407308 2560130 1946137 44486423 7877271 1873140 2609612 9465476 9029149 11338616 11638761 X 33147807 -3761490 33147807 -3761490 44486423 7877271 -36909297 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125354 125354 17133440 15658727 1474713 670838 561787 109051 2626947 1838658 788289 2497407 INTERCOMPANY RECEIVABLES, NET 440972 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 786717 RIGHT OF USE ASSETS 718448 1946137 OPERATING LEASE OBLIGATIONS 726747 INTERCOMPANY PAYABLES 1222392 AMOUNTS DUE TO AFFILIATES FOR WORKING CAPITAL 7080010 9029149 X 29649390 -180933 -180933 29830323 -264276 -264276 29566047 66558687 264276 264276 66294411 180933 180933 66475344 PART X, LINE 2: ALLIED ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE NETTED AGAINST REVENUE ON AFS -110,730. INVESTMENT INCOME RECLASS -70,203. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -264,276. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 264,276. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE NETTED AGAINST REVENUE ON AFS 110,730. INVESTMENT INCOME RECLASS 70,203. 1 1 X 1 X 1 X 1 1 1 0 1 1 1 100 116139 116139 0.00180 250 1704327 797808 906519 0.01370 1 350 1820466 797808 1022658 0.01550 50 22500 22500 0.00030 50 22500 22500 0.00030 1 400 1842966 797808 1045158 0.01580 60162 60162 0.00090 60162 60162 0.00090 1 162468 116139 18570449 17854244 716205 X 1 1 1 1 INSTITUTE OF REHABILITATION MEDICINE 100 ABINGTON EXECUTIVE PARK DRIVE CLARKS SUMMIT PA 18411 016901 REHABILITATION CENTER INSTITUTE OF REHABILITATION MEDICINE 1 0 0 1 X X X X X X X X X 23 1 1 0 1 X WWW.ALLIED-SERVICES.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ X 1 23 1 WWW.ALLIED-SERVICES.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 1 X 200.000000000000 200.000000000000 X X X 1 1 X X X X 1 X WWW.ALLIED-SERVICES.ORG/RESOURCES/UNCOMPENSATED-FINANCIAL-AID-PROGRAM/ X WWW.ALLIED-SERVICES.ORG/RESOURCES/UNCOMPENSATED-FINANCIAL-AID-PROGRAM/ X WWW.ALLIED-SERVICES.ORG/RESOURCES/UNCOMPENSATED-FINANCIAL-AID-PROGRAM/ X X X 1 X 0 X X X X X 0 X 0 0 INSTITUTE OF REHABILITATION MEDICINE PART V, SECTION B, LINE 5: THE 2024 CHNA WAS UNDERTAKEN BY ALLIED SERVICES, GEISINGER, AND EVANGELICAL COMMUNITY HOSPITAL. THE THREE HEALTH SYSTEMS HAVE PARTNERED SINCE 2012 TO CREATE A COLLECTIVE CHNA FOR THEIR OVERLAPPING SERVICE AREAS SPANNING CENTRAL AND NORTHEAST PENNSYLVANIA. COLLABORATION IN THIS WAY CONSERVES VITAL COMMUNITY RESOURCES WHILE FOSTERING A PLATFORM FOR COLLECTIVE IMPACT THAT ALIGNS COMMUNITY EFFORTS TOWARD A COMMON GOAL OR ACTION. THE 2024 CHNA STUDY AREA INCLUDED 18 COUNTIES ACROSS CENTRAL, NORTH CENTRAL, NORTHEAST AND WESTERN PENNSYLVANIA.THE 2024 CHNA BUILDS UPON THE COLLABORATIVE'S 2012, 2015, 2018, AND 2021 REGIONAL REPORTS IN ACCORDANCE WITH THE TIMELINE AND REQUIREMENTS SET OUT IN THE AFFORDABLE CARE ACT (ACA). A WIDE VARIETY OF METHODS AND TOOLS WERE USED TO COLLECT AND ANALYZE DATA FROM COMMUNITY MEMBERS AND OTHER SOURCES THROUGHOUT THE REGIONS. THE FINDINGS GATHERED THROUGH THIS COLLABORATIVE AND INCLUSIVE PROCESS WILL ENGAGE THE PARTICIPATING HOSPITALS AND OTHER COMMUNITY PARTNERS TO ADDRESS THE IDENTIFIED NEEDS.THE 2024 CHNA WAS CONDUCTED FROM JANUARY TO DECEMBER 2023, AND INCLUDED QUANTITATIVE AND QUALITATIVE RESEARCH METHODS TO DETERMINE HEALTH TRENDS AND DISPARITIES IN CENTRAL AND NORTHEAST PENNSYLVANIA. OUR PROCESS WAS IN LINE WITH IRS TAX CODE 501(R) REQUIREMENTS TO CONDUCT A CHNA EVERY THREE YEARS AS SET FORTH BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PPACA). THE CHNA PROCESS SOLICITED INPUT FROM PERSONS FROM A BROAD RANGE OF COMMUNITY STAKEHOLDERS, AND INCORPORATED RESPONSES FROM PUBLIC HEALTH EXPERTS AND INDIVIDUALS REPRESENTING THE MEDICALLY-UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS. PRIMARY RESEARCH AND COMMUNITY ENGAGEMENT STUDY METHODS INCLUDED: - AN ONLINE KEY STAKEHOLDER SURVEY COMPLETED BY 169 INDIVIDUALS SERVING THE NORTHEAST REGION, WHO REPRESENT HEALTHCARE PROVIDERS, SOCIAL SERVICES PROFESSIONALS, EDUCATORS, FAITH-BASED LEADERS, AND COMMUNITY LEADERS, AMONG OTHERS;- REGIONAL COMMUNITY FORUM BRINGING TOGETHER 32 RESIDENTS AND DIVERSE COMMUNITY REPRESENTATIVES TO REVIEW CHNA FINDINGS AND COLLECTIVELY DEFINE CHALLENGES AND CO-DEVELOP MEANINGFUL STRATEGIES FOR HEALTH IMPROVEMENT; AND- CONVERSATIONS WITH HEALTH SYSTEM LEADERS TO ALIGN COMMUNITY HEALTH PLANNING WITH POPULATION HEALTH MANAGEMENT AND COMMUNITY ENGAGEMENT STRATEGIES. INSTITUTE OF REHABILITATION MEDICINE PART V, SECTION B, LINE 6A: THE CHNA WAS A COLLABORATIVE EFFORT WITH GEISINGER AND EVANGELICAL COMMUNITY HOSPITAL. INSTITUTE OF REHABILITATION MEDICINE PART V, SECTION B, LINE 11: THE FOLLOWING IMPLEMENTATION STRATEGIES WERE ADOPTED TO ADDRESS THE PRIORITY HEALTH NEEDS THAT WERE IDENTIFIED BY THE CHNA. THEY REFLECT OUR ASSESSMENT OF EACH AREA'S RELEVANCE TO OUR CORE COMPETENCIES AND MISSION, THE POTENTIAL IMPACT AND EFFECTIVENESS OF POSSIBLE INTERVENTION(S), AND THE FEASIBILITY OF ADDRESSING THE NEED BASED ON OUR RESOURCES, CAPACITY AND CAPABILITIES. PRIORITY 1: ACCESS TO CAREGOAL: REDUCE IDENTIFIED BARRIERS TO HEALTHCARE, INCLUDING HEALTHCARE PROFESSIONAL SHORTAGES, LANGUAGE BARRIERS, AND TRANSPORTATION FOR DAILY LIVING, HEALTHCARE AND EMPLOYMENT NEEDS1. CONTRIBUTE TO THE TRAINING, EDUCATION AND DEVELOPMENT OF HEALTHCARE PROFESSIONALS TO SERVE THE REGION- RESUME CLINICAL EXPERIENCES, INTERNSHIPS, MENTORING TO STUDENTS OF PHYSICAL, OCCUPATIONAL OR SPEECH THERAPIES, NURSING, MEDICINE, SOCIAL WORK AND OTHER CRITICAL HEALTHCARE POSITIONS2. MAINTAIN DIVERSE ADMISSION AND CARE DELIVERY OPTIONS FOR CONSUMERS WHO FACE CARE BARRIERSE.G., ADVANCED CHRONIC ILLNESS, LIMITED MOBILITY, THE LACK OF SOCIAL/FAMILY SUPPORTS OR TRANSPORTATION.- CONTINUE ADMIT FROM HOME, REHAB YOUR WAY, TELEHEALTH, IN-HOME THERAPIES, ON SITE CLINIC AND OTHER INITIATIVES THAT DIVERSIFY ACCESS TO CARE3. EXPAND ACCESS TO HOSPITAL-BASED THERAPIES FOR CHILDREN WITH DISABILITIES, CHRONIC ILLNESSES, AND INJURIES- EXPAND COMMUNITY FINANCIAL SUPPORT FOR CHILDREN WHO ARE UNINSURED/UNDER-INSURED FOR THERAPY SERVICES- MAINTAIN INTENSIVE PRINT, BROADCAST, AND SOCIAL MEDIA MESSAGING REGARDING OUR REHAB CENTERS, THEIR SPECIALIZED THERAPY SERVICES AND CLINICAL RESOURCES4. CONTINUE DEVELOPMENT OF HUMAN RESOURCES INITIATIVES TO ENSURE FULL COMPLEMENTS OF CAPABLE, COMPASSIONATE, WELL-QUALIFIED STAFF- CONTINUE INNOVATIVE RECRUITMENT/RETENTION, TRAINING/PROFESSIONAL DEVELOPMENT AND SCHOLARSHIP PROGRAMS FOR HEALTHCARE WORKFORCEPRIORITY 2: PREVENTION AND MANAGEMENT OF CHRONIC ILLNESSGOAL: IMPROVE GENERAL HEALTH LITERACY, HEALTH AND WELLNESS BEHAVIORS, WITH SPECIAL EMPHASIS ON PERSONS ALREADY AFFECTED OR AT HIGH RISK OF CHRONIC DISEASE1. MAINTIAN HOSPITAL-BASED HEALTH EDUCATION, WELLNESS AND FITNESS PROGRAMS BY PERSONS DIAGNOSED OR AT-RISK OF CHRONIC ILLNESS. - INVOLVE NEW PARTICIPANTS IN HEALTH EDUCATION AND WELLNESS PROGRAMS FOR ADULTS WITH PARKINSON'S, MS, ARTHRITIS, IMPAIRED BALANCE/MOBILITY, STROKE OR CANCER SURVIVORS2. EXPAND HEALTH EDUCATION OUTREACH TO INDIVIDUALS WITH CHRONIC AND AGE-ASSOCIATED ILLNESSES- CONTINUE PRINT, BROADCAST AND ELECTRONIC MEDIA OUTREACH TO CONSUMERS WITH CHRONIC AND AGE-ASSOCIATED ILLNESS 3. CONTINUE FOLLOW-UP OUTREACH TO DISCHARGED PATIENTS TO FACILITATE THEIR ONOING CARE, SUPPORT SERVICES AND RECOVERY4. CONNECT CONSUMERS WITH APPROPRIATE IN-HOME SUPPORT SERVICES AND REFERRALS TO COMMUNITY-BASED SERVICES, CARE PROVIDERS, AND CARE COORDINATION AGENCIESPRIORITY 3: BEHAVIORAL HEALTH & SUBSTANCE ABUSE DISORDERSNO IMPLEMENTATION PLAN IS PROPOSED. THE DELIVERY OF COMMUNITY-BASED MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT PROGRAMS IS BEYOND OUR SCOPE OF WORK AS A MEDICAL REHABILITATION ORGANIZATION. ALLIED SERVICES BEHAVIORAL HEALTH (A PART OF ALLIED SERVICES INTEGRATED HEALTH SYSTEM) IS ONE OF THE REGION'S LEADING PROVIDERS OF POST-ACUTE BEHAVIORAL HEALTH RESIDENTIAL SERVICES, COUNSELING AND PSYCHIATRIC REHAB FOR PERSONS WHO HAVE EXPERIENCED CHRONIC MENTAL ILLNESS. POPULATIONS SERVED INCLUDE ADULTS, SENIORS AND YOUNG ADULTS. ALLIED SERVICES IS A LEADING PROVIDER OF PEDIATRIC MEDICAL REHABILITATION SERVICES (OUTPATIENT PHYSICAL, OCCUPATIONAL, SPEECH THERAPIES AND PRAGMATIC SOCIAL PROGRAMS) FOR CHILDREN WITH DISABILITIES. THE PRIORITIES NOTED FROM THE CHNA THAT WE WILL FOCUS ON WILL BE RELATED TO THESE SERVICES WE PROVIDE. INSTITUTE OF REHABILITATION MEDICINE PART V, SECTION B, LINE 20E: PATIENTS ARE NOTIFIED OF ALLIED'S FINANCIAL ASSISTANCE PROGRAM UPON REGISTRATION WHEN THE PATIENT'S INSURANCE BENEFITS ARE BEING DISCUSSED. FINANCIAL ASSISTANCE APPLICATIONS ARE AVAILABLE IN ALL OUTPATIENT CLINICS AND ON ALLIED'S WEBSITE. EACH INVOICE SENT TO PATIENTS HAS A NOTE STATING THAT WE OFFER FINANCIAL ASSISTANCE AND A PHONE NUMBER TO CALL. ALSO, WHEN PATIENTS CALL THIS OFFICE ABOUT THEIR BILL AND INDICATE IT IS A FINANCIAL HARDSHIP, FINANCIAL ASSISTANCE IS OFFERED. DURING THE COLLECTION PROCESS, FINANCIAL ASSISTANCE IS OFFERED IF THE PATIENT INDICATES A HARDSHIP. PART I, LINE 6A: JOHN HEINZ INSTITUTE OF REHAB MEDICINE PART I, LINE 7: THE MAJORITY OF THE NET COMMUNITY BENEFIT EXPENSES, UNREIMBURSED MEDICAID, WERE CALCULATED USING OUR INTERNAL COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. CHARITY CARE WAS CALCULATED USING A COST-TO-CHARGE RATIO. ALL OTHER AMOUNTS ARE CALCULATED AS DIRECT EXPENSE AND REVENUE AS RECORDED ON THE GENERAL LEDGER. PART I, LN 7 COL(F): COMMUNITY BENEFIT PERCENTAGE IS NET COMMUNITY BENEFIT EXPENSE DIVIDED BY TOTAL EXPENSE LESS PROVISION FOR DOUBTFUL COLLECTIONS. THE AMOUNT OF BAD DEBT EXPENSE WAS $110,730. PART II, COMMUNITY BUILDING ACTIVITIES: SOME EXAMPLES OF OUR COMMUNITY-BUILDING ACTIVITIES DURING THE YEAR:- CONTRIBUTIONS OF PRINTING SERVICES VALUED AT $60,162 WERE PROVIDED TO THE FOLLOWING NOT-FOR-PROFIT ORGANIZATIONS DURING THE YEAR: BOY SCOUT OF NEPA, BOYS & GIRLS CLUB OF SCRANTON, BRIGHTER JOURNEYS, CHILDREN'S ADVOCACY ALLIANCE, CORI'S PLACE, COUNTRYSIDE CONSERVANCY, LACKAWANNA HISTORICAL SOCIETY, LEADERSHIP WILKES-BARRE, NEPA LONG TERM CARE ASSOCIATION, NORTHEAST REGIONAL CANCER INSTITUTE, PA INTERSCHOLASTIC ATHLETIC ASSOCIATION DISTRICT 2, SCRANTON CULTURAL CENTER, AND UNICO SCRANTON CHAPTER.- ALLIED SERVICES CONTINUED ITS SPONSORSHIP AND PARTICIPATION IN EVENTS PROMOTING INCLUSIVE/ACCESSIBLE COMMUNITY OPPORTUNITIES FOR PERSONS WITH DISABILITIES AND CHRONIC ILLNESSES. THESE INCLUDE ALLIED SERVICES "ALL ABILITIES WALK", THE NEPA RESOURCE FAIR & 5K FOR AUTISM AWARENESS, THE LOCAL VETERANS EXPO & JOB FAIR, ALLIED SERVICES STROKE MIRACLE LAP, AND WEEKLY "FISHING FRIDAYS" AT THE LAKE SCRANTON ACCESSIBLE PIER. PART III, LINE 2: BAD DEBT EXPENSE IS CALCULATED BASED ON ACTUAL WRITE-OFFS THROUGHOUT THE YEAR AND IS ESTIMATED AT COST USING THE COST TO CHARGE RATIO. PART III, LINE 3: THE ORGANIZATION APPLIES THE COST TO CHARGE RATIO TO THE GROSS CHARITY CARE WRITE-OFFS TO ESTIMATE THE AMOUNT OF THE COST OF BAD DEBT. PART III, LINE 4: ACCOUNTS RECEIVABLE ARE REPORTED AT NET REALIZABLE VALUE. ACCOUNTS ARE WRITTEN OFF WHEN THEY ARE DETERMINED TO BE UNCOLLECTABLE BASED ON MANAGEMENT'S ASSESSMENT OF INDIVIDUAL ACCOUNTS. THE ALLOWANCE FOR DOUBTFUL COLLECTIONS IS ESTIMATED BASED UPON A PERIODIC REVIEW OF THE ACCOUNTS RECEIVABLE AGING, PAYOR CLASSIFICATIONS, AND APPLICATION OF HISTORICAL WRITE-OFF PERCENTAGES. PART III, LINE 8: THE FISCAL YEAR MEDICARE COST REPORT WAS UTILIZED TO CALCULATE THE COST. SERVING PATIENTS WITH GOVERNMENT BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. ANY SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT. PART III, LINE 9B: ELIGIBILITY FOR CHARITY IS DETERMINED PRIOR TO COLLECTION AND AT ANY TIME DURING THE COLLECTION PROCESS. COLLECTIONS ARE PURSUED UP TO THE POINT THAT A PATIENT COMPLETES AND IS APPROVED FOR CHARITY CARE. ONCE CHARITY CARE IS APPROVED, NO FURTHER COLLECTION EFFORTS ARE MADE. IF A PATIENT QUALIFIES FOR FULL CHARITY CARE, THERE ARE NO FURTHER COLLECTION EFFORTS. IF A PATIENT QUALIFIES FOR PARTIAL CHARITY CARE, REGULAR COLLECTION PRACTICES ARE FOLLOWED. THERE IS A STANDARD TIMELINE FOR THE COLLECTION PROCESS BASED UPON THE DOLLAR VALUE OF THE ACCOUNT. IT BEGINS WITH MONTHLY STATEMENTS TO COLLECTION CALLS AND COLLECTION LETTERS TO SENDING ACCOUNTS TO COLLECTION AGENCIES TO LEGAL ACTION (BASED UPON THE DOLLAR VALUE). THIS PROCESS IS SUSPENDED WHEN A PATIENT INDICATES THEY ARE UNABLE TO PAY THE INVOICE BASED UPON FINANCIAL ISSUES. PART VI, LINE 2: THE COMMUNITY HEALTH NEEDS ASSESSMENT [DESCRIBED IN PART V, SECTION B] PROVIDES AN UPDATED PICTURE OF POPULATION HEALTH, DEMOGRAPHICS, SOCIAL DETERMINANTS OF HEALTH AND BARRIERS TO ACCESSING HEALTH SERVICES.THE HOSPITALS MONITOR LOCAL HEALTH NEEDS AND TRENDS BY REVIEWING PUBLICATIONS ISSUED BY THE PENNSYLVANIA'S DEPARTMENTS OF HEALTH, HUMAN SERVICES, AGING (OFFICE OF LONG-TERM LIVING), AND HEALTH CARE COST CONTAINMENT COUNCIL. DATA FROM U.S. CENSUS REPORTS (AGE, INCOME, DISABILITY STATUS) AND HHS' CENTER FOR MEDICARE & MEDICAID SERVICES REPORTS ARE USEFUL IN TRACKING CHANGES IN POPULATION HEALTH AND PUBLIC HEALTH. FINALLY, THE HOSPITALS' CHNA PROCESS REFERENCES ADDITIONAL INFORMATION SOURCES: HHS HEALTHY PEOPLE BENCHMARK REPORTS, DATA FROM THE CENTER FOR DISEASE CONTROL & PREVENTION, HHS HRSA, AND U.S. BUREAU OF LABOR STATISTICS. PART VI, LINE 3: UPON REGISTRATION OR ADMISSION, PATIENTS WHO MAY HAVE A SELF PAY BALANCE ARE ADVISED ABOUT ALLIED'S FINANCIAL ASSISTANCE PROGRAM AS AN OPTION. THE APPLICATION PROCESS TO QUALIFY, ALONG WITH ALL OF THE REQUIREMENTS NECESSARY TO APPLY ARE EXPLAINED. APPLICATIONS ARE HANDED TO THESE PATIENTS IN PERSON OR THEY ARE ADVISED THAT THE APPLICATION MAY BE DOWNLOADED VIA ALLIED'S WEBSITE. ADDITIONALLY, WHEN PATIENTS ARE CONTACTED ABOUT NON PAYMENT OF THEIR SELF PAY BY THE PATIENT FINANCE DEPARTMENT, THEY ARE AGAIN ADVISED OF THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM AS A VIABLE OPTION AND ENCOURAGED TO APPLY IF THEY ARE UNABLE TO AFFORD THEIR MEDICAL BILL. INTERPRETER SERVICES ARE MADE AVAILABLE TO NON ENGLISH SPEAKING PATIENTS VIA TELEPHONE OR IN PERSON. ALL PATIENTS DURING THE ADMISSION PROCESS ARE OFFERED EDUCATION AND ASSISTANCE WITH REGARD TO THEIR ELIGIBILITY FOR VARIOUS FEDERAL, STATE OR LOCAL GOVERNMENTAL PROGRAMS, AS WELL AS OUR CHARITY CARE PROGRAM. COPIES OF OUR CHARITY CARE GUIDELINES AND UNCOMPENSATED CARE APPLICATION ARE AVAILABLE UPON REQUEST. PART VI, LINE 4: THE HOSPITALS' PRIMARY INPATIENT SERVICE AREA CONSISTS OF LACKAWANNA AND LUZERNE COUNTIES IN NORTHEASTERN PENNSYLVANIA. THE TWO COUNTIES TOGETHER COVER AN AREA OF 827.5 SQUARE MILES. ACCORDING TO U.S. CENSUS ESTIMATES FOR 2022, THESE COUNTIES HAD POPULATIONS OF 215,615 AND 326,369, RESPECTIVELY. WHEN COMPARED TO THE COMMONWEALTH AS A WHOLE, THE AREA FAR LESS DIVERSE IN ETHNIC AND RACIAL COMPOSITION.% OF POPULATION LACKAWANNA LUZERNE PENNSYLVANIAWHITE/CAUCASIAN 89.5 87.9 81.0BLACK/AFRICAN-AMERICAN 4.8 7.5 12.2AMERICAN INDIAN/ALASKAN NAT. 0.4 0.8 0.4ASIAN 3.2 1.5 3.9NATIVE HAWAIIAN/OTHER PACIFIC 0.1 0.1 0.1TWO OR MORE RACES 2.0 2.2 2.3HISPANIC OR LATINO ORIGIN 9.5 16.0 8.4LACKAWANNA AND LUZERNE COUNTY RESIDENTS HAVE LOWER INCOMES THAN THEIR PENNSYLVANIA COUNTERPARTS. MEDIAN INCOME FOR PENNSYLVANIANS OVERALL (2022) WAS $67,587, COMPARED WITH $58,366 FOR LACKAWANNA AND $56,534 FOR LUZERNE RESIDENTS. PERSONS IN POVERTY CONSTITUTED 12.1% OF ALL PENNSYLVANIANS, COMPARED TO 13.7% AND 12.8% OF THE POPULATIONS OF LACKAWANNA AND LUZERNE COUNTIES, RESPECTIVELY.A SIGNIFICANT PERCENT OF THE AREA'S POPULATION IS MADE UP OF OLDER ADULTS, AGE 65 OR OLDER. OLDER ADULTS REPRESENT 20.3% OF LACKAWANNA COUNTY RESIDENTS AND 19.9% OF LUZERNE COUNTY RESIDENTS, COMPARED TO 19.9% FOR PENNSYLVANIA OVERALL. PERSONS WITH DISABILITIES BELOW THE AGE OF 65 MADE UP SOME 11.6% OF LACKAWANNA COUNTY'S AND 11.5% OF LUZERNE COUNTY'S POPULATION, COMPARED WITH 9.9% OF THE COMMONWEALTH AS A WHOLE. PART VI, LINE 5: ALLIED SERVICES IS A CONTINUUM OF POST-ACUTE AND COMMUNITY-BASED PROGRAMS UNITED BY A COMMON AIM: TO IMPROVE THE HEALTH, INDEPENDENCE AND LIFE QUALITY OF THOSE WE SERVE. OUR PROGRAMS INCLUDE INPATIENT AND OUTPATIENT MEDICAL REHABILITATION, SKILLED NURSING CARE, TRANSITIONAL REHABILITATION, HOME HEALTH CARE, IN-HOME SERVICES, PERSONAL CARE, HOSPICE CARE, PALLIATIVE CARE, VOCATIONAL REHABILITATION, AND RESIDENTIAL PROGRAMS FOR ADULTS WITH INTELLECTUAL, DEVELOPMENTAL OR BEHAVIORAL/MENTAL HEALTH DISABILITIES. EACH DAY, THESE SERVICES TOUCH THE LIVES OF SOME 5,000 PERSONS IN COMMUNITIES THROUGHOUT NORTHEASTERN AND CENTRAL PENNSYLVANIA.OUR HOSPITALS IN SCRANTON AND WILKES-BARRE TOWNSHIP ARE THE CORE AND MOST WIDELY RECOGNIZED COMPONENT OF THE ALLIED SERVICES SYSTEM. COMPLEMENTED BY A NETWORK OF OUTPATIENT CLINICS, THEY PROVIDE COMPREHENSIVE REHABILITATION SERVICES FOR SPINAL CORD AND NEUROLOGICAL INJURIES/DISEASE, STROKE, TRAUMATIC BRAIN INJURY, AND OTHER LIFE-CHANGING ILLNESSES AND INJURIES.OUR HOSPITALS OFFER LIVE, ON SITE HEALTH EDUCATION GATHERINGS AND INDIVIDUAL SCREENING VISITS. GENERAL MEDIA AND SOCIAL MEDIA OUTREACH AND MESSAGING WERE INCREASED TO PROMOTE GREATER AWARENESS AND IMPROVED MEDICAL MANAGEMENT OF PARKINSON'S DISEASE, BALANCE AND MOBILITY PROBLEMS, LYMPHEDEMA, STROKE RISK AND RECOVERY/REHAB (INCLUDING AN ONLINE CARE GUIDE FOR STROKE PATIENTS), ARTHRITIS, AND SPINAL CORD/NEURO INJURIES, AND AGE-ASSOCIATED ILLNESS.ALLIED SERVICES HOSPITALS WORKED CLOSELY WITH THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION, SCRANTON, TO ENSURE INITIAL APPROVAL FROM THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION TO CREATE A FOUR-YEAR PHYSICAL MEDICINE & REHABILITATION PHYSICIAN RESIDENCY PROGRAM. THE RESIDENCY ENHANCES THE WRIGHT'S CENTER'S ONGOING EFFORTS TO ALLEVIATE THE SHORTAGE OF HEALTH PROFESSIONALS SERVING OUR REGION, IN A SPECIALTY (PHYSIATRY) THAT'S ESPECIALLY IMPORTANT TO THE HEALTH OF OLDER ADULTS AND PERSON WITH CHRONIC OR AGE-ASSOCIATED ILLNESSES.ALLIED SERVICES' OUTPATIENT CLINICS OFFERED FREE BALANCE/FALL RISK SCREENINGS FOR COMMUNITY MEMBERS THROUGHOUT THE SUMMER MONTHS. THROUGH THESE ASSESSMENTS AND RECOMMENDATIONS, NON-PATIENTS LEARNED ABOUT THE UNDERLYING CAUSES OF BALANCE PROBLEMS, WAYS TO IMPROVE BALANCE AND STABILITY, AND OTHER FALL-RISK REDUCTION MEASURES TO IMPROVE HOME SAFETY. PART VI, LINE 6: ALLIED SKILLED NURSING & REHABILITATION CENTER, SCRANTON; CENTER CITY SKILLED NURSING CENTER, WILKES-BARRE; MEADE STREET SKILLED NURSING CENTER, WILKES-BARRE: SKILLED NURSING CENTERS ARE HOME TO PERSONS WHOSE CHRONIC ILLNESS AND/OR SEVERE DISABILITIES DEMAND ROUND-THE-CLOCK, SKILLED CARE. THESE FACILITIES MEET A WIDE RANGE OF SKILLED CARE NEEDS, E.G., SUPPORTIVE/RESTORATIVE CARE FOLLOWING AN EXTENDED ILLNESS OR MAJOR SURGERY; LONG-TERM CARE FOR MEDICALLY FRAGILE/COMPLEX OLDER ADULTS WHO NEED 24/7 MONITORING AND MEDICAL MANAGEMENT; CARE AND SUPPORTIVE SERVICES FOR PEOPLE WITH CHRONIC ILLNESSES (ALZHEIMER'S OR OTHER DEMENTIA, PARKINSON'S, CARDIOPULMONARY DISEASE, ETC.) ABOUT 70% TO 80% OF SKILLED NURSING RESIDENTS ARE ECONOMICALLY DISADVANTAGED (MEDICAID-ELIGIBLE).PERSONAL CARE: ALLIED TERRACE (SCRANTON) & ALLIED SERVICES MEADE STREET RESIDENCE (WILKES-BARRE): OUR SENIOR LIVING COMMUNITIES OFFER MODERN, WELL-APPOINTED, FULL SERVICE ASSISTED LIVING FOR OLDER ADULTS WHO ARE ENJOY LIVING INDEPENDENTLY, WITH HELP FOR HOUSEKEEPING, LAUNDRY, MEALS/DINING SERVICES. SUPPORT SERVICES, E.G., MEDICATION MANAGEMENT, IN-HOME HEALTH AND PERSONAL CARE, ARE AVAILABLE TO ENSURE RESIDENTS' CONTINUED HEALTH, SAFETY, AND QUALITY OF LIFE.ALLIED CONTINUING CARE RETIREMENT COMMUNITY: ALLIED CCRC WAS FORMED IN 2006 FOR THE PURPOSES OF PROVIDING INDEPENDENT LIVING SERVICES. IN SPACE LEASED FROM ALLIED TERRACE, SENIORS WHO ARE CAPABLE OF INDEPENDENTLY MANAGING ACTIVITIES OF DAILY LIVING, MEAL PREPARATION, LIGHT HOUSEKEEPING, SELF-CARE, ETC., OCCUPY THESE UNITS, WHILE ENJOYING FULL ACCESS TO THE TERRACE'S SOCIAL AND RECREATIONAL OPPORTUNITIES.VOCATIONAL SERVICES: FOR OVER 60 YEARS, ALLIED'S VOCATIONAL SERVICES PROGRAMS HAVE PROVIDED TRAINING AND GAINFUL EMPLOYMENT TO TEENS AND ADULTS WITH PHYSICAL, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. PARTICIPANTS ARE INVOLVED IN PROJECTS THAT ENHANCE THEIR SKILLS, EMPLOYABILITY, SELF-RELIANCE AND PARTICIPATION IN THE COMMUNITY. OUR VOCATIONAL PROGRAMS DRAW UPON STATE AND FEDERAL GRANT DOLLARS, AS WELL AS COMPETITIVELY AWARDED CONTRACTS FROM GOVERNMENT AND BUSINESS PARTNERS.DEVELOPMENTAL SERVICES: FOR ADULTS WHO HAVE BOTH INTELLECTUAL AND PHYSICAL DISABILITIES/ILLNESSES, ALLIED SERVICES' INTERMEDIATE CARE FACILITY IS A COMFORTABLE, SAFE RESIDENTIAL ENVIRONMENT WHERE SKILLED NURSING AND PERSONAL SUPERVISION ARE AVAILABLE "24-7". RESIDENTS RECEIVE MEALS, PERSONAL CARE (DRESSING, BATHING, GROOMING, ETC.), MEDICAL AND MEDICATION MANAGEMENT, SOCIAL AND RECREATIONAL PROGRAMS IN A HOME-LIKE SETTING. FOR CONSUMERS WHO ARE ABLE TO LIVE MORE INDEPENDENTLY, ALLIED OFFERS A RANGE OF COMMUNITY LIVING OPTIONS IN SMALL GROUP HOMES THROUGHOUT THE REGION. THESE PROGRAMS MEET A GROWING NEED FOR RESIDENTIAL CARE FOR OLDER ADULTS WHOSE INTELLECTUAL AND COMPLEX PHYSICAL DISABILITIES/MEDICAL CONDITIONS DEMAND MORE INTENSIVE, SPECIALIZED LEVELS OF CARE. BEHAVIORAL SERVICES: BEHAVIORAL SERVICES PROVIDE RESIDENTIAL AND COMMUNITY-BASED SUPPORT TO ADULTS WITH CHRONIC MENTAL ILLNESS. STAFF MEMBERS WORK WITH CONSUMERS AS THEY RE-CONNECT WITH JOBS, FAMILIES, PEER AND COMMUNITY RESOURCES. THROUGH AN INTENSIVE PROGRAM OF COUNSELING AND BEHAVIORAL SUPPORTS, THE PROGRAM ATTACKS LONGSTANDING PATTERNS OF MENTAL HEALTH CRISES, SUBSTANCE ABUSE, HOSPITALIZATION AND/OR INSTITUTIONALIZATION.ALLIED PROJECT OPPORTUNITY: LOCATED IN JERMYN, (LACKAWANNA COUNTY) PA., THE SIX UNITS OF HOUSING ARE MANAGED BY THE BEHAVIORAL HEALTH DIVISION. INDIVIDUALS WHO ARE RECOVERING FROM CHRONIC MENTAL HEALTH PROBLEMS FIND SAFE, PLEASANT, AFFORDABLE ACCOMMO/DATIONS AT PROJECT OPPORTUNITY, SUBSIDIZED BY THE HUD SECTION 8 PROGRAM.HOME HEALTH & IN-HOME SERVICES: THESE PROGRAMS PROVIDE ESSENTIAL MEDICAL AND SUPPORT SERVICES TO PERSONS WITH DISABILITIES. HOME HEALTH CARE ADDRESSES THE MEDICAL NEEDS OF ADULTS WHO ARE RECOVERING FROM SURGERIES, EXTENDED ILLNESSES, FALL INJURIES AND OTHER HEALTH CRISES. RNS, LPNS, PHYSICAL AND OCCUPATIONAL THERAPISTS MONITOR PATIENTS' HEALTH, FUNCTIONING AND SAFETY AT HOME, ASSISTING THEM WITH MEDICAL NEEDS SUCH AS WOUND CARE, MEDICATION MANAGEMENT, MEDICAL EQUIPMENT OR ASSISTIVE DEVICES, AND REHABILITATION. IN-HOME SERVICES PROVIDES PERSONAL/SUPPORTIVE CARE FOR COMMUNITY-DWELLING ADULTS WHO HAVE SERIOUS DISABILITIES OR CHRONIC ILLNESSES. PERSONAL CARE AIDES/DIRECT CARE WORKERS HELP WITH MEAL PREPARATION, HOUSEKEEPING CHORES, LAUNDRY, GROCERY/PHARMACY SHOPPING, AND OTHER TASKS. THE ABOVE SERVICES ENABLE THEIR PATIENTS/CLIENTS TO MAINTAIN INDEPENDENT LIVING BY HELPING THEM TO AVOID PREVENTABLE ILLNESSES, INJURIES, HOSPITALIZATIONS AND INSTITUTIONALIZATION. ALLIED SERVICES HOSPICE (SCRANTON & WILKES-BARRE): ALLIED SERVICES IN-HOME HOSPICE PROGRAM WAS ESTABLISHED IN 2015 TO EXTEND THE ASIHS CONTINUUM TO INDIVIDUALS WHO HAVE LIFE-LIMITING ILLNESSES. THE PROGRAM PROVIDES PALLIATIVE CARE AND A FULL COMPLEMENT OF SUPPORTIVE/COUNSELING SERVICES. CORE SERVICES INCLUDE MEDICAL DIRECTION BY THE HOSPICE PHYSICIAN; NURSING SERVICES UNDER SUPERVISION OF A REGISTERED NURSE FUNCTIONING WITHIN A PLAN OF CARE DEVELOPED BY THE HOSPICE INTERDISCIPLINARY TEAM IN CONSULTATION WITH THE PHYSICIAN; MEDICAL SOCIAL SERVICES BY A QUALIFIED SOCIAL WORKER UNDER THE DIRECTION OF A PHYSICIAN; SPIRITUAL, BEREAVEMENT, AND DIETARY COUNSELING. IN 2018, ALLIED SERVICES OPENED AN 8-BED INPATIENT HOSPICE FACILITY IN SCRANTON FOR END-OF-LIFE PATIENTS WHO CANNOT BE ADEQUATELY SERVED IN THE HOME ENVIRONMENT. IN FEBRUARY OF 2021, A SECOND 8-BED INPATIENT HOSPICE UNIT WAS ESTABLISHED AT 200 MEADE STREET IN WILKES-BARRE.ALLIED SERVICES PALLIATIVE CARE: COMMUNITY-BASED PALLIATIVE CARE SERVICES FILL A GAP IN CARE AND SUPPORT SERVICES FOR THE CHRONICALLY-ILL, PROVIDING AN "EXTRA LAYER" OF CARE AND SAFETY. PALLIATIVE CARE IS SPECIALIZED, INTERDISCIPLINARY CARE THAT ATTENDS TO THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF PEOPLE WITH CHRONIC ILLNESS AND TO THE RELATED EMOTIONAL AND EDUCATIONAL NEEDS OF CAREGIVERS. PC HAS BEEN DEMONSTRATED TO SIGNIFICANTLY REDUCE BOTH HUMAN SUFFERING AND HEALTHCARE COSTS BY ACHIEVING BETTER SYMPTOM/PAIN CONTROL, BETTER CARE PLANNING AND COORDINATION, AND GREATER ENGAGEMENT OF PATIENTS IN THEIR OWN CARE. IT IS PARTICULARLY BENEFICIAL FOR PEOPLE WHOSE SOCIAL CHARACTERISTICS, ISOLATION, HEALTH LITERACY OR GENERAL LITERACY DEFICITS, LANGUAGE BARRIERS, POOR HEALTH HABITS, ETC., INCREASE THE RISK OF ADVERSE HEALTH OUTCOMES.ALLIED SERVICES FOUNDATION: THE FOUNDATION IS THE COMMUNITY RELATIONS AND FUNDRAISING ARM OF ALLIED SERVICES. THE FOUNDATION'S FUNDRAISING APPEALS, SPONSORSHIP AND GRANT SOLICITATIONS GENERATE SUPPORT FOR ALLIED'S PEDIATRIC PROGRAMS, DEPAUL SCHOOL, VOCATIONAL PROGRAMS AND OTHER COMMUNITY SERVICES. THIS DEPARTMENT ALSO COORDINATES THE COMMUNITY VOLUNTEERS AND EMPLOYEE VOLUNTEERS WHO HELP TO RAISE FUNDS AND PROVIDE IN-KIND, NON-MEDICAL SERVICES TO OUR RESIDENTS, PATIENTS AND CONSUMERS. FOUNDATION ALSO MANAGES GENERAL PUBLIC RELATIONS, OUTREACH, INTERNAL COMMUNICATIONS, CHARITABLE FUND COMPLIANCE/ACCOUNTABILITY. PART VI, LINE 7, REPORTS FILED WITH STATES PA 1 ALLIED SERVICES FOUNDATION 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232523682 501(C)(3) 36407308 0 N/A N/A GENERAL PURPOSE - TO FURTHER THE ORGANIZATION'S TAX EXEMPT MISSION 1 0 PART I, LINE 2: MONITORING OF THE GRANT FUNDING IS PERFORMED BY EXPENSE REVIEW OF THE RELATED ENTITY PRIOR TO REIMBURSEMENT OF FUNDS. 0 1 0 0 0 0 0 0 0 WILLIAM P CONABOY ESQ VICE CHAIRMAN/PRESIDENT/CEO 0 637277 0 0 0 1985114 0 642288 0 75371 0 3340050 0 0 MICHAEL AVVISATO ASSISTANT TREASURER/SECRETARY 0 377902 0 0 0 828099 0 263689 0 56522 0 1526212 0 0 KAREN KEARNEY VICE PRESIDENT 200501 0 0 0 0 0 4061 0 33670 0 238232 0 0 0 DIANA POPE ALBRIGHT AVP OUTPATIENT 155351 0 0 0 0 0 3139 0 16332 0 174822 0 0 0 CATHY GUZZI AVP OUTPATIENT 140866 0 0 0 0 0 2991 0 29835 0 173692 0 0 0 KATHLEEN STELLA AVP ADMISSIONS 146090 0 0 0 0 0 2900 0 15376 0 164366 0 0 0 PART I, LINE 3 EXECUTIVES ARE COMPENSATED BY ALLIED HEALTH CARE SERVICES (AHCS), A RELATED TAX-EXEMPT ORGANIZATION. AHCS USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B WILLIAM CONABOY, ESQ. AND MICHAEL AVVISATO PARTICIPATE IN A RABBI TRUST NON-QUALIFIED DEFERRED COMPENSATION PLAN. CONTRIBUTIONS OF $642,288 AND $263,689 WERE MADE ON THEIR BEHALF, RESPECTIVELY. THEY RECEIVED THE FOLLOWING DISTRIBUTIONS IN CALENDAR YEAR 2023: - WILLIAM CONABOY, ESQ. ($1,985,114) - MICHAEL AVVISATO ($828,099) FORM 990, PART V, LINE 2: ALLIED SERVICES INSTITUTE OF REHABILITATION MEDICINE (ASIRM) DOES NOT HAVE ANY OF ITS OWN EMPLOYEES PROVIDING SERVICES TO THE ORGANIZATION. THE ORGANIZATION DOES NOT FILE ITS OWN FORM W-3. THE EMPLOYEES PROVIDING SERVICES TO ASIRM ARE EMPLOYED BY ALLIED HEALTH CARE SERVICES, A RELATED TAX EXEMPT ORGANIZATION. THESE EMPLOYEES RECEIVE A W-2 FROM ALLIED HEALTH CARE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF ALLIED SERVICES INSTITUTE OF REHABILITATION MEDICINE (THE "HOSPITAL") SHALL BE THOSE PERSONS SERVING FROM TIME TO TIME AS MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ALLIED SERVICES FOUNDATION (THE "FOUNDATION"), IN EACH CASE TO SERVE IN SUCH CAPACITY AT THE DISCRETION OF THE FOUNDATION, AND SUBJECT TO REMOVAL BY THE FOUNDATION AT ANY TIME, WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7A AS DOCUMENTED IN THE HOSPITAL'S BY LAWS, THE MEMBERS, AT THEIR ANNUAL MEETING, SHALL ELECT THE PRESIDENT OF THE BOARD FROM AMONG THE NOMINEES FOR SUCH OFFICE SUBMITTED TO THE MEMBERS BY THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY THE CHAIRMAN OF THE BOARD AND THE CHAIRMAN OF THE AUDIT COMMITTEE. THE BOARD OF DIRECTORS IS NOTIFIED AND GIVEN ACCESS TO THE 990 VIA A WEBLINK PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ALLIED SERVICES CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS DOWN TO DEPARTMENT HEADS AS WELL AS ANY STAFF WHO ARE INVOLVED IN THE PURCHASING PROCESS. ALL COVERED PERSONS MUST COMPLETE AN ANNUAL CONFLICT STATEMENT. A COVERED PERSON MAY HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST WHICH WOULD INCLUDE FAMILY AND BUSINESS RELATIONSHIPS AS POTENTIAL SOURCES OF CONFLICT. IF A TRANSACTION IS PROPOSED INVOLVING A CONFLICT, THE BOARD INVESTIGATES ALTERNATIVES FOR THE TRANSACTION AND MAKES A DETERMINATION IF A MORE ADVANTAGEOUS ARRANGEMENT CAN BE MADE. MEMBERS INVOLVED IN THE CONFLICT MUST ABSTAIN FROM VOTING ON SUCH MATTERS, ALTHOUGH CONFLICTED INDIVIDUALS MAY PRESENT FACTS TO THE BOARD. ANY VIOLATIONS OF THE POLICY ARE HANDLED AS NECESSARY FROM REPRIMAND TO TERMINATION FROM THE BOARD OR EMPLOYMENT, DEPENDING ON THE SEVERITY OF THE OFFENSE. COMPLIANCE WITH THIS POLICY IS MONITORED BY THE VICE PRESIDENT OF HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15 ALLIED PARTICIPATES IN MULTIPLE REGIONAL SALARY SURVEYS, TWO OF WHICH ARE THE SOCIETY OF HEALTHCARE HUMAN RESOURCES OF PENNSYLVANIA AND THE APPALACHIAN HEALTHCARE HUMAN RESOURCES SOCIETY, TO DETERMINE MARKET COMPETITIVENESS, AND CONSIDERS THE EXTERNAL MARKET AS A FACTOR IN THE JOB EVALUATION PROCESS. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED BY A COMPENSATION COMMITTEE OF THE BOARD. INCREASES ARE RECOMMENDED BY THE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS BASED ON THE EXTERNAL SURVEYS AND INTERNAL REVIEWS. THIS PROCESS IS DOCUMENTED BY THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. FOR ALL OTHER EMPLOYEES, ALLIED SERVICES FOLLOWS AN INTERNAL JOB EVALUATION PROCESS, ADMINISTERED BY A CROSS DIVISIONAL JOB EVALUATION TEAM COMPRISED OF DIRECTORS AND ASSISTANT VICE PRESIDENTS. THE JOB EVALUATION PROCESS IS BASED ON A FOURTEEN POINT FACTOR SYSTEM AND INTERNAL ALIGNMENT WITHIN JOB CLASSIFICATION. THIS PROCESS IS DOCUMENTED AND LABOR GRADE RECOMMENDATIONS BASED ON BOTH INTERNAL AND EXTERNAL RESULTS ARE MADE TO THE DIVISIONAL VICE PRESIDENT AND VICE PRESIDENT OF HUMAN RESOURCES FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALLIED SERVICES CONTINUING CARE 100 TERRACE LANE SCRANTON PA 18508 204472148 PROVIDE INDEPENDENT LIVING SERVICES PA 501(C)(3) LINE 12A, I ALLIED SERVICES FOUNDATION 0 ALLIED HEALTH CARE SERVICES 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 240860110 PROVIDE HEALTH CARE SERVICES TO ELDERLY AND MENTALLY CHALLENGED PA 501(C)(3) LINE 3 ALLIED SERVICES FOUNDATION 0 ALLIED SERVICES FOUNDATION 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232523682 INVESTED FUNDS FOR RELATED ENTITIES TO SUPPORT THEIR MISSIONS PA 501(C)(3) LINE 7 N/A 0 ALLIED PROJECT OPPORTUNITY 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232523680 PROVIDE LOW INCOME HOUSING PA 501(C)(3) LINE 10 ALLIED HEALTH CARE SERVICES 0 ALLIED NORTHEAST APARTMENTS 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232523679 INACTIVE PA 501(C)(3) LINE 10 ALLIED HEALTH CARE SERVICES 0 ALLIED SERVICES PERSONAL CARE INC 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232862231 OPERATE A PERSONAL CARE FACILITY PA 501(C)(3) LINE 3 ALLIED SERVICES FOUNDATION 0 ALLIED SERVICES SKILLED NURSING CENTER 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232523688 OPERATE A SKILLED AND INTERMEDIATE NURSING FACILITY PA 501(C)(3) LINE 3 ALLIED SERVICES FOUNDATION 0 THE BURNLEY WORKSHOP OF THE POCONOS INC 4219 MANOR DRIVE STROUDSBURG PA 18360 231642528 OPERATE A VOCATIONAL REHABILITATION FACILITY PA 501(C)(3) LINE 7 ALLIED HEALTH CARE SERVICES 0 JOHN HEINZ INSTITUTE OF REHABILITATION MEDICINE 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 232262852 OPERATE A REHABILITATIVE HOSPITAL PA 501(C)(3) LINE 3 ALLIED SERVICES FOUNDATION 0 RISK RETENTION GROUP 1327 ASHLEY RIVER ROAD BLDG C SUITE CHARLESTON SC 29401 201177431 PROVIDE INSURANCE, CLAIMS DEFENSE, ADMINISTRATION & INDEMNITY TO AFFILIATES SC 501(C)(3) LINE 12A, I ALLIED SERVICES FOUNDATION 0 ALLIED SERVICES HOSPICE LLC 100 ABINGTON EXECUTIVE PARK CLARKS SUMMIT PA 18411 923401225 HOSPICE SERVICES PA 501(C)(3) LINE 10 ALLIED HEALTH CARE SERVICES 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0