2025-08-08T11:50:22-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2023-10-01 042768252 STURDY MEMORIAL HOSPITAL INC STUR 5082225200 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 AMY PFEFFER CFO 5082368150 2025-08-08 1 0 ERIN COUTURE P01390592 6177237900 2023 2025-03-06 01:10:19Z AIMEE B BREWER 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 498618197 0 X WWW.STURDYHEALTH.ORG X 1913 MA PROVIDING SAFE, HIGH QUALITY, COST EFFICIENT HEALTH CARE, AND A BROAD (CONTINUED ON SCH O).RANGE OF DIAGNOSTICS, INPATIENT, OUTPATIENT AND EMERGENCY SERVICES FOR OUR COMMUNITY. 15 13 1917 568 25425 6591 5474589 0 254134249 271417066 17449714 13315358 13162865 11437643 290221417 296170067 18497368 18143475 0 0 147181826 151644398 0 0 0 120054367 121506194 285733561 291294067 4487856 4876000 544242567 660621287 48413522 103102815 495829045 557518472 X THE HOSPITAL'S MISSION IS TO PROVIDE HIGH QUALITY CARE TO THE SICK AND INJURED, ON BOTH AN INPATIENT AND OUTPATIENT BASIS, WITHOUT REGARD TO RACE, CREED, NATIONAL ORIGIN, AGE, GENDER, DISABILITY, OR ABILITY TO PAY. (CONTINUED ON SCHEDULE O). ORGANIZATION'S MISSION (CONTINUED)THE HOSPITAL WORKS TO ENSURE THAT AMPLE, HIGH-QUALITY PRIMARY AND SPECIALTY PHYSICIAN SERVICES ARE ACCESSIBLE TO AREA RESIDENTS. ADDITIONALLY, WE TRY TO AVOID COSTLY DUPLICATION OF HEALTH CARE SERVICES BY COORDINATING WITH OTHER AREA HEALTH CARE PROVIDERS TO THE EXTENT PRACTICABLE. THE HOSPITAL PROVIDES LEADERSHIP WHILE WORKING IN COOPERATION WITH PUBLIC AND PRIVATE HEALTH ORGANIZATIONS, AS WELL AS CIVIC AND BUSINESS ORGANIZATIONS, TO MEET THE HEALTH CARE NEEDS OF OUR COMMUNITIES. 0 0 250674046 18143475 271417066 STURDY MEMORIAL HOSPITAL, INC. IS A NOT-FOR-PROFIT ACUTE CARE COMMUNITY HOSPITAL WHICH IS DEDICATED TO PROVIDING A BROAD RANGE OF HEALTH CARE SERVICES TO THE RESIDENTS OF ATTLEBORO, MASSACHUSETTS AND SURROUNDING COMMUNITIES. THE HOSPITAL GENERATES VIRTUALLY ALL OF ITS REVENUES IN PURSUIT OF ITS EXEMPT PURPOSES, WHICH IS TO PROVIDE COMPREHENSIVE DIAGNOSTIC, THERAPEUTIC, AND EDUCATIONAL HEALTH CARE SERVICES TO RESIDENTS OF ITS COMMUNITIES. THE HOSPITAL PROVIDES HIGH QUALITY CARE TO THE SICK AND INJURED, ON BOTH AN INPATIENT AND OUTPATIENT BASIS, WITHOUT REGARD TO RACE, CREED, NATIONAL ORIGIN AGE, GENDER, DISABILITY, OR ABILITY TO PAY. THE HOSPITAL TREATED 11,917 INPATIENTS AND OBSERVATION PATIENTS, INCLUDING BIRTHS, OF WHICH THERE WERE 669. (CONTINUED ON SCHEDULE O). THE HOSPITAL TREATED 52,160 PATIENTS IN THE EMERGENCY ROOM AND PERFORMED SURGERY ON 1,525 INPATIENTS AND 9,280 OUTPATIENTS.THE HOSPITAL PROVIDES MANY OTHER SERVICES OF WHICH THE FOLLOWING IS A PARTIAL LIST: ONCOLOGY 7,877 VISITS; MANSFIELD HEALTH CENTER- 16,854 VISITS; CARDIAC REHABILITATION- 9,567 VISITS; AND WOUND CARE- 3,842 VISITS. IN ADDITION, THE HOSPITAL PROVIDES A VARIETY OF ANCILLARY SERVICES - A PARTIAL LIST INCLUDES: LABORATORY, RADIOLOGY, MAMMOGRAPHY, COMPUTERIZED TOMOGRAPHY, MRI, NUCLEAR MEDICINE, VASCULAR, ULTRASOUND, SLEEP STUDY AND PHYSICAL THERAPY.THE HOSPITAL PROVIDED APPROXIMATELY $13,027,231 IN SERVICES FOR THOSE WHO COULD NOT PAY (FREE CARE) OR WOULD NOT PAY (BAD DEBT) IN FISCAL YEAR 2024. IN ADDITION, THE HOSPITAL PROVIDED APPROXIMATELY $13,294,697 IN UN-REIMBURSED MASSHEALTH (MEDICAID) SERVICES DURING THE YEAR. FURTHER, THE HOSPITAL PROVIDES A NUMBER OF PROGRAMS TO BENEFIT OUR COMMUNITY EITHER AT NO CHARGE OR AT REDUCED RATES. THE HOSPITAL ALSO PROVIDES LEADERSHIP IN THE INTEGRATION OF HEALTH SERVICES FOR THE COMMUNITIES IT SERVES. STURDY MEMORIAL HOSPITAL CONTINUES TO PARTNER WITH COLUMN HEALTH TO BRING SUBSTANCE USE DISORDER TREATMENT TO OUR COMMUNITY. 250674046 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 107 0 1 1917 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X AMY PFEFFER 5082368150 211 PARK STREET PO BOX 2963 ATTLEBORO MA 027030963 NITHIN KARANTH MD PHYSICIAN DIRECTOR (AS OF 01/2024) 42.00 1.00 X 981132 0 9537 RONALD VAN NESS-OTUNNU MD PHYSICIAN DIRECTOR (THRU 12/2023) 42.00 1.00 X 499962 0 51799 JOHN KORONA CHAIR (THRU 12/2023) 2.00 3.00 X X 0 0 0 DONNA N KIMMEL DIRECTOR/CHAIR (AS OF 01/2024) 2.00 3.00 X 0 0 0 ROSE LARSON CLERK 2.00 1.00 X X 0 0 0 ANDY BEISE DIRECTOR (AS OF 01/2024) 2.00 1.00 X 0 0 0 STEPHEN BURLONE DIRECTOR 2.00 1.00 X 0 0 0 FRANK COOK DIRECTOR (AS OF 01/2024) 2.00 1.00 X 0 0 0 KEVIN CRYAN DIRECTOR 2.00 1.00 X 0 0 0 JAMES DELISIO DIRECTOR 2.00 1.00 X 0 0 0 DWAYNE DEMOND DIRECTOR (THRU 12/2023) 2.00 1.00 X 0 0 0 CATHLEEN DESIMONE DIRECTOR 2.00 1.00 X 0 0 0 RICHARD DIGIACOMO DIRECTOR 2.00 1.00 X 0 0 0 ROGER FORMAN DIRECTOR 2.00 1.00 X 0 0 0 LAURA GIGNAC DIRECTOR 2.00 1.00 X 0 0 0 DENNIS KELLY DIRECTOR (THRU 12/2023) 2.00 1.00 X 0 0 0 DENNIS LEAHY DIRECTOR (AS OF 01/2024) 2.00 1.00 X 0 0 0 THOMAS NOEL DIRECTOR 2.00 1.00 X 0 0 0 RALPH SCHLENKER DIRECTOR 2.00 3.00 X 0 0 0 AIMEE BREWER PRESIDENT & CEO 37.00 11.00 X 911626 0 98320 WAYNE GIETZ EVP/COO 20.00 25.00 X 621679 0 129516 AMY PFEFFER CFO & TREASURER 35.00 10.00 X 604369 0 48482 ROBIN MORRIS SVP OF CLINICAL OPS & INTEGRITY 45.00 0.00 X 350819 0 29984 NATALIE COOK CHIEF HUMAN RESOURCES OFFICER 45.00 0.00 X 423125 0 91277 LISA SALAMEH SVP FOR PATIENT SVCS. & CNO 45.00 0.00 X 245909 0 34881 BRIAN PATEL MD PHYSICIAN 40.00 0.50 X 620620 0 42912 ALICIA BLAZEJEWSKI MD PHYSICIAN 40.00 0.00 X 383290 0 37025 MARK MCGUIRE MD PHYSICIAN 40.00 0.00 X 435395 0 32472 JUSTINE ZILLIKEN CHIEF STRATEGY OFFICER 40.00 0.00 X 375467 0 76519 DENIS TANGUAY VP, CHIEF INFORMATION OFFICER 45.00 0.00 X 405391 0 98047 BRIAN KELLY MD FORMER VP/PHYSICIAN 40.00 0.00 X 297745 0 2977 DAVID SPOOR FORMER SVP PATIENT SRVS/CNO 0.00 0.00 X 190615 0 4321 7347144 0 788069 249 1 1 0 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 753123519 CONTRACT LABOR 5350354 NBBJ LP 223 YALE AVENUE NORTH SEATTLE WA 98109 ARCHITECTS 4626911 KAUFMAN HALL & ASSOCIATES LLC 5202 OLD ORCHARD ROAD SUITE N700 SKOKIE IL 06007 CONSULTING 3770021 ATLANTIC ANESTHESIA PC 191 PECUNIT STREET CANTON MA 02021 PHYSICIAN SERVICES 2310000 ARUP LABORATORIES INC PO BOX 27964 SALT LAKE CITY UT 84127 REFERENCE LABS 1069762 39 NET PATIENT SERVICE REVENUE 621400 256229247 256229247 INCENTIVE PAYMENTS 900099 8548643 8548643 REBATES, REFUNDS AND DISCOUNTS 621990 978912 978912 CAFETERIA SALES 722514 924259 924259 PATIENT RELATED REVENUE, OTHER 621990 334947 334947 4401058 4385464 15594 271417066 8865410 9831 8855579 47743 0 47743 47743 47743 206898078 200858884 1589246 6039194 -1589246 4449948 4449948 PENSION/POST RETIREMENT ADJSTMENT 900099 11389900 11389900 11389900 296170067 270477213 25425 25667429 18143475 18143475 5612860 5612860 108648971 93719041 14929930 9456237 7961792 1494445 21296658 17664249 3632409 6629672 5456127 1173545 249998 249998 208325 208325 90945 90945 432394 432394 17438211 12308909 5129302 361046 361046 2871554 2236629 634925 8572673 7055310 1517363 3851270 3169595 681675 85228 70143 15085 303869 258744 45125 11720120 9645659 2074461 1850282 1522782 327500 MEDICAL SUPPLIES 54886725 54879091 7634 PROVSN FOR DOUBTFL DEBT 9999792 9999792 MAINTENANCE & REPAIRS 3870702 3076778 793924 LICENSES AND TAXES 3150268 2596376 553892 1562792 909554 653238 291294067 250674046 40620021 0 1145 1145 10131585 26513102 23684968 29181523 0 0 0 5444425 4975718 4524373 4615180 258945270 155270383 90224741 103674887 274913479 310924534 14075424 38023291 2160166 2128597 119082261 140583310 544242567 660621287 39218160 43656925 262302 587554 0 48898750 8933060 9959586 48413522 103102815 X 495806454 557495881 22591 22591 495829045 557518472 544242567 660621287 X 4876000 39183216 17630211 X 0 1 X 1 0 X 0 1 0 0 0 0 0 0 1 112287 112287 0 SCHEDULE C, PART II-B, LINE 1B PAID STAFF OR MANAGEMENT HOSPITAL EMPLOYEES MAY MEET WITH LOCAL AND STATE REPRESENTATIVES TO DISCUSS CURRENT ISSUES AFFECTING THE DELIVERY OF HEALTHCARE IN OUR SERVICE AREA. THE HOSPITAL WORKS TO ADVANCE INITIATIVES TO ENHANCE AND IMPROVE ACCESS TO HEALTH CARE SERVICES. SCHEDULE C, PART II-B, LINE 1I DIRECT CONTACT THE AMOUNT REPRESENTS LOBBYING EXPENSES PAID TO TREMONT STRATEGIES GROUP ($90,945) AND A PERCENTAGE OF THE HOSPITAL'S ANNUAL APPORTIONMENT OF MHA DUES ATTRIBUTED TO LOBBYING EXPENSES. FOR FISCAL 2024 IT WAS ESTIMATED THAT 15.40% ($21,342) OF MHA DUES WAS USED FOR LOBBYING PURPOSES. 8218304 88750 1551799 3343449 6515404 7621753 900 902383 306732 8218304 9576106 11145 -1599479 366019 7621753 8325598 14097 1539830 303419 9576106 7799091 8039 630094 111626 8325598 0.26000 0.74000 0 1 1 3051643 3051643 165103085 88245161 76857924 81389233 62110140 19279093 9401309 4915082 4486227 103674887 38023291 F 38023291 PREPAID PENSION 134394500 INSURANCE RECOVERIES 5692509 ROU ASSETS 482718 DUE FROM AFFILIATES 13583 140583310 INSURANCE CLAIMS, LONG TERM 5467509 ACCRD. POSTRETIREMENT HEALTH BENF. 1865777 ASSET RETIREMENT OBLIGATION 1016368 WORKERS COMP. SELF-INSURANCE RESV. 901478 ROU LIABILITY 482718 DUE TO AFFILIATE 225736 9959586 X 325150498 39183216 -9770391 29412825 295737673 432394 432394 296170067 280861411 0 280861411 432394 10000262 10432656 291294067 PART V, LINE 4: ENDOWMENT FUNDS STURDY HEALTH FOUNDATION, INC. MAINTAINS ENDOWMENT FUNDS (RESTRICTED TO PRINCIPAL) FOR THE BENEFIT OF STURDY HEALTH FOUNDATION AND STURDY MEMORIAL HOSPITAL, INC. AND AFFILIATES. THE ENDOWMENTS CONSIST OF BOTH DONOR RESTRICTED EARNED INCOME AND UNRESTRICTED EARNED INCOME. THE FOUNDATION'S ENDOWMENT INVESTMENT POLICY IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT BOTH THE DONOR RESTRICTED REQUIREMENTS AND THE FOUNDATION SPENDING POLICY FOR UNRESTRICTED FUNDS. ANNUALLY, INCOME EARNED ON THE RESTRICTED ENDOWMENT FUNDS IN SUPPORT OF THE DONOR SPECIFIC REQUIREMENTS IS TRANSFERRED TO STURDY MEMORIAL HOSPITAL. A SMALL PORTION OF THE ENDOWMENT IS HELD IN A FUND WITH THE INCOME RESTRICTED FOR "FREE CARE" FOR PATIENTS. THE INCOME ON THIS FUND IS TRANSFERRED ANNUALLY TO STURDY MEMORIAL HOSPITAL, INC. PER THE FOUNDATION RESTRICTED INVESTMENT POLICY, 5% OF THE GENERAL ENDOWMENT IS AVAILABLE FOR SPENDING ANNUALLY AND IS PAID TO THE FOUNDATION. ANNUAL THE INVESTMENT POLICY IS UPDATED AND REVIEWED BY THE INVESTMENT COMMITTEE. PART X, LINE 2: ASC 740 THE HOSPITAL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE HOSPITAL IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT -10,000,262. NET ASSETS RELEASED FROM RESTRICTION 229,871. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 10,000,262. 1 1 1 X 1 X 1 1 1 0 1 1 8012480 1718698 6293782 0.02240 35939517 25139964 10799553 0.03840 5394409 4912285 482124 0.00170 49346406 31770947 17575459 0.06250 639932 639932 0.00230 13408598 4683975 8724623 0.03100 26747 26747 0.00010 14075277 4683975 9391302 0.03340 63421683 36454922 26966761 0.09590 2 95758 95758 0.00030 1 2197 2197 0.00000 4 95013 95013 0.00030 2 101068 101068 0.00040 9 294036 294036 0.00100 0 4280839 990586 72470306 79886877 -7416571 X 1 1 1 1 STURDY MEMORIAL HOSPITAL INC PO BOX 2963 211 PARK STREET ATTLEBORO MA 02703 WWW.STURDYMEMORIAL.ORG 2100 X X X STURDY MEMORIAL HOSPITAL INC 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE SECTION C X 1 22 1 SEE SECTION C 0 1 X 150.000000000000 300.000000000000 X X X X 1 1 X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X X 1 X 0 X X X X X 1 X 0 0 STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 5: INPUT FROM PERSONS WHO REPRESENT THE COMMUNITYCOMMUNITY ENGAGEMENT AND FEEDBACK WAS AN INTEGRAL PART OF STURDY'S CHNA PROCESS. HOLLERAN CONSULTING, AN INDEPENDENT RESEARCH AND CONSULTING FIRM, COLLECTED AND INTERPRETED INFORMATION FROM SECONDARY SOURCES (LOCAL, STATE AND FEDERAL COMPARISONS OF DEMOGRAPHIC AND HEALTH DATA) AND KEY INFORMANTS. KEY INFORMANTS WERE DEFINED AS COMMUNITY STAKEHOLDERS WITH EXPERT KNOWLEDGE, INCLUDING PUBLIC HEALTH AND HEALTH CARE PROFESSIONALS, SOCIAL SERVICE PROVIDERS, NON-PROFIT LEADERS, BUSINESS LEADERS, FAITH-BASED ORGANIZATIONS, AND OTHER COMMUNITY LEADERS. IN 2022 THE HOSPITAL IDENTIFIED, WITH ASSISTANCE FROM HOLLERAN CONSULTING, 136 INDIVIDUAL OR ORGANIZATION KEY INFORMANTS. THESE KEY INFORMANTS WERE INVITED TO PARTICIPATE IN A BRIEF ONLINE SURVEY THAT WAS CONDUCTED FROM APRIL 12 TO APRIL 28, 2022 AND AGAIN FROM JUNE 8 TO JUNE 12, 2022. THE SURVEY WAS DESIGNED TO UNDERSTAND HEALTH ISSUES IN THE COMMUNITY, MISSING RESOURCES/SERVICES, ACCESS TO HEALTH CARE, IDENTIFICATION OF UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS, AND COMMUNITY ASSETS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN A COMBINATION OF QUANTITATIVE RATINGS AND QUALITATIVE FEEDBACK THROUGH CLOSED AND OPEN-ENDED QUESTIONS AROUND HEALTH ISSUES AND BARRIERS TO HEALTH CARE ACCESS IN THE COMMUNITY. THIRTY-FOUR KEY INFORMANTS COMPLETED THE SURVEY. A COPY OF THE SURVEY TOOL AND LIST OF SURVEY PARTICIPANTS AND THEIR CONNECTION TO THE COMMUNITY IS INCORPORATED IN THE CHNA.STURDY MEMORIAL HOSPITAL, INC:PART V, SECTION B, LINE 7A:HOSPITAL FACILITY'S WEBSITE - CHNA REPORTSTURDY MEMORIAL HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTCAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/A1D5CF1B-5981-4059-A3B1-C249E2EE7B8C/2022%20COMMUNITY%20HEALTH%20NEEDS%20ASSESSMENT.PDFSTURDY MEMORIAL HOSPITAL, INC: PART V, SECTION B, LINE 10A:THE HOSPITAL'S MOST RECENTLY ADOPTED CHNA IMPLEMENTATION STRATEGY CAN BEFOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/B6FAAE48-1574-4678-BC30-81FE14C4FF19/2023%202025%20IMPLEMENTATION%20PLAN.PDF STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 11: SIGNIFICANT NEEDSTHE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED FIVE KEY COMMUNITY HEALTH ISSUES: ACCESS TO HEALTHCARE AND PREVENTION SERVICES, AFFORDABLE HOUSING AND INCOME, MENTAL/BEHAVIORAL HEALTH AND SUBSTANCE ABUSE, MORTALITY AND CHRONIC DISEASE MANAGEMENT, AND OBESITY AND WEIGHT MANAGEMENT. STURDY MEMORIAL REVIEWED THE 2019 AND 2022 KEY FINDINGS AND HAS DECIDED THEIR PRIORITIZED FOCUS WILL REMAIN ACCESS TO CARE, BEHAVIORAL HEALTH AND SUBSTANCE ABUSE, CHRONIC DISEASE MANAGEMENT AND PREVENTION, AND CANCER PREVENTION EDUCATION AND SCREENING. ACCESS TO CARE: RESPONDENTS TO THE CHNA STRESSED THAT SERVICES WERE LACKING OR MISSING IN OUR AREA. ALTHOUGH NEARLY ALL OF THE RESIDENTS IN OUR SERVICE AREA HAVE HEALTH INSURANCE, THIS WAS NOT THE SOLE DETERMINANT OF ABILITY TO OBTAIN CARE. THE NUMBER OF PRIMARY AND SPECIALIST PHYSICIANS, LACK OF DENTAL CARE, LACK OF EVENING AND WEEKEND APPOINTMENT HOURS, ACCESS TO TRANSPORATION AND ACCESS TO TRANSLATION SERVICES AND TECHNOLOGY WERE ALL SEEN AS BARRIERS TO ACCESSING SERVICES. STURDY HAS AND WILL ADDRESS BARRIERS TO ACCESSING CARE BY INCREASING PROVIDERS IN ITS SERVICE AREA. THE CHNA DETERMINED THAT PROVIDER DENSITY (BOTH PRIMARY CARE PHYSICIANS AND SPECIALISTS) IN STURDY'S PRIMARY SERVICE AREA IS LOWER THAN OTHER MASSACHUSETTS COMMUNITIES. STURDY CONTINUES TO RECRUIT AND RETAIN MORE PROVIDERS AT BOTH THE HOSPITAL AND STURDY HEALTH (SH), AN AFFILIATE. STURDY ALSO PLANS TO REDUCE BARRIERS TO CARE BY CONTINUING TO PROVIDE TELEMEDICINE OPPORTUNITIES. DUE TO COVID, THE HOSPITAL AND ASSOCIATES WERE HAMPERED IN THEIR ABILITY TO PROVIDE OFF-HOURS CLINICS THAT CAN ACCOMMODATE INDIVIDUALS WHO HAVE LIMITED DAYTIME FLEXIBILITY, HOWEVER ONE INTERNAL MEDICINE PROVIDER WITH EVENING HOURS WAS ADDED. OTHER INITIATIVES WILL HELP CONNECT EMERGENCY DEPARTMENT PATIENTS WITH PRIMARY CARE PHYSICIANS, HELP CONNECT THE UNINSURED/UNDERINSURED TO FINANCIAL COUNSELORS AND PARTNER WITH LOCAL DENTIST OFFICES FOR SCREENINGS. BEHAVIORAL HEALTH AND SUBSTANCE ABUSE: MANY RESPONDENTS TO THE KEY INFORMANT SURVEY CONDUCTED THROUGH THE CHNA PROCESS LISTED ACCESS TO BEHAVIORAL HEALTH AND TREATMENT OF SUBSTANCE ABUSE DISORDERS AS THE MOST SIGNIFICANT PROBLEMS FACING STURDY'S PRIMARY AND SECONDARY SERVICE AREAS. ACCESS AND INTEGRATION/COORDINATION OF SERVICES WAS SEEN AS INADEQUATE COMPARED TO THE NEEDS OF THE COMMUNITY. STURDY PLANS TO ADDRESS THIS NEED BY CONTINUING TO PROVIDE TREATMENT AND SERVICES, AS WELL AS PARTNER WITH COLUMN HEALTH, A PROVIDER OF INTEGRATED MENTAL HEALTH/SUBSTANCE ABUSE PROGRAMS. OTHER INITIATIVES WILL CONTINUE SCREENING AND EDUCATION, INCREASE PRIMARY AND SPECIALTY PROVIDERS WITHIN SH WITH INTEGRATED BEHAVIORAL HEALTH SERVICES TO BE PROVIDED BY CONCERT HEALTH, COLLABORATE WITH LOCAL ORGANIZATIONS TO ADDRESS THE HIGH PERCENTAGE OF AT-RISK YOUTH IN THE SERVICE AREA, WORK WITH COMMUNITY ORGANIZATIONS TO CREATE A COMPREHENSIVE LIST OF MENTAL HEALTH PROVIDERS IN STURDY'S SERVICE AREA, AND EXPLORE TELEHEALTH OPTIONS FOR BEHAVIORAL HEALTH PATIENTS.MORTALITY AND CHRONIC DISEASE MANAGEMENT: KEY INFORMANTS RECOGNIZED THAT HEALTH BEHAVIORS ARE OFTEN CORRELATED WITH CERTAIN CHRONIC HEALTH CONDITIONS. CHRONIC ILLNESSES, SUCH AS CANCER AND HEART DISEASE, ARE THE LEADING CAUSES OF DEATH IN STURDY'S PRIMARY AND SECONDARY SERVICE AREAS. INDIVIDUALS OFTEN LACK THE TIME, KNOWLEDGE AND RESOURCES TO MANAGE CHRONIC ILLNESS. STURDY PLANS TO CONTINUE TO HOLD HEALTH FAIRS FOR SCREENING AND COMMUNITY EDUCATION. ALSO, THE HOSPITAL WILL SUPPORT CURRENT PROGRAMS THAT INCREASE PHYSICAL ACTIVITY OPPORTUNITIES FOR AT-RISK INDIVIDUALS. STURDY PLANS TO IMPROVE CARE COORDINATION FOR DIABETIC/PRE-DIABETIC PATIENTS AND INCREASE SCREENING FOR PRE-DIABETIC PATIENTS. STURDY WILL EXPLORE OPPORTUNITIES/PROGRAMS THAT INCREASE ACCESS TO HEALTHY FOODS AND SUPPORT NUTRITION EDUCATION. THE HOSPITAL WILL CONTINUE TO COLLABORATE WITH THE HEALTHY LIVING CONSORTIUM TO INCREASE EDUCATION AND AWARENESS IN THE COMMUNITY.OBESITY AND WEIGHT MANAGEMENT: KEY INFORMANTS SITED OVERWEIGHT/OBESITY AS BEING AMONG THE TOP FIVE HEALTH ISSUES IN THE REGION. LACK OF HEALTHY FOOD AND THE KNOWLEDGE TO PREPARE IT, AS WELL AS LACK OF TIME TO EXERCISE WERE ALL SEEN AS CONTRIBUTING FACTORS. PHYSICAL INACTIVITY, POOR NUTRITION AND LACK OF ACCESS TO HEALTHY FOODS ARE ALL KNOWN RISK FACTORS THAT CONTRIBUTE TO OBESITY AND OTHER CHRONIC CONDITIONS SUCH AS DIABETES, CANCER AND HEART DISEASE. ADDITIOANLLY, FOOD INSECURITY AFFETS SOME RESIDENTS IN OUR SERVICE AREA. TO ADDRESS THESE NEEDS, STURDY WILL WORK WITH OUR FOOD SERVICES DEPARTMENT TO PROVIDE HEALTHIER MEAL OPTIONS TO INPATIENTS AND CAFETERIA CUSTOMERS, PROVIDE IN-PERSON AND VIRTUAL FOOD AND NUTRITION EDUCATION, PROVIDE AND SUPPORT HEALTH EDUCATION SUCH AS YOGA, MEDITATION AND TAI CHI, AND WILL HOST COMMUNITY EVENTS INVOLVING EXERCISE HEALTHY LIVING AND WELLNESS.LACK OF AFFORDABLE HOUSING IN OUR PRIMARY AND SECONDARY SERVICE AREAS WAS NOTED BY MANY RESPONDENTS AS A BARRIER TO CARE. STURDY MEMORIAL HOSPITAL ACKNOWLEDGES THAT THE INABILITY TO SECURE AFFORDABLE HOUSING IS A DIFFICULTY FACED BY MANY RESIDENTS IN OUR AREA. STURDY WILL SUPPORT THE CONSTRUCTION OF AFFORDABLE HOUSING BY SUPPORTING HABITAT FOR HUMANITY FINANCIALLY AND THROUGH VOLUNTEER SERVICE. THE HOSPITAL WILL ALSO SUPPORT INTERNSHIP AND VOLUNTEER PROGRAMS TO DEVELOP EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY.SCHEDULE H, PART V, SECTION B, LINE 16A STURDY MEMORIAL HOSPITAL'S FINANCIAL ASSISTANCE POLICY CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/919E3182-14C1-4CBB-80A9-954A9413BEF8/SMH%20FAP%20POLICY%20-%20REVISED%20FOR%20FY22.PDFSCHEDULE H, PART V, SECTION B, LINE 16BTHE HOSPITAL'S FAP APPLICATION FORMS CAN BE FOUND AT: HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/AEA93BFF-37DD-4B9D-B07F-9C0883728E39/ACA-3-0721-FILLABLE.PDFSCHEDULE H, PART V, SECTION B, LINE 16CTHE HOSPITAL'S FAP PLAIN LANGUAGE SUMMARY CAN BE FOUND AT:HTTPS://WWW.STURDYHEALTH.ORG/APP/FILES/PUBLIC/71188A53-E09D-4E9C-B3FD-6177B8902E91/FAP-PLAIN-LANGUAGE-FY20-ENGLISH.PDF STURDY MEMORIAL HOSPITAL, INC. PART V, SECTION B, LINE 16J: THE HOSPITAL'S POLICY IS ATTACHED TO BILLING INVOICES. ADDITIONALLY, STURDY MEMORIAL MAKES THIS INFORMATION AVAILABLE AT LOCATIONS THROUGHOUT ITS FACILITY-IN THE MAIN LOBBY, EMERGENCY DEPARTMENT, PATIENT REGISTRATION, AND FINANCIAL COUNSELORS' OFFICE. INDIVIDUALS IN OUR COMMUNITY WITHOUT INSURANCE ARE DIRECTED TO A FINANCIAL COUNSELOR WHO WILL PROVIDE THEM WITH STURDY'S FINANCIAL ASSISTANCE POLICY AS WELL AS RESOURCES AVAILABLE TO THEM THROUGH MASSHEALTH OR THE COMMONWEALTH'S HEALTH SAFETY NET. FINANCIAL COUNSELORS WILL ASSIST ANYONE IN COMPLETING AN APPLICATION FOR FREE OR SUBSIDIZED CARE, AS WELL AS MASSHEALTH. THIS SERVICE IS AVAILABLE TO ANYONE IN THE COMMUNITY.SCHEDULE H, PART V, SECTION B, LINE 20:FOR PLANNED ADMISSIONS, PATIENTS ARE NOTIFIED OF THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY PRIOR TO ADMISSION. EMERGENT PATIENTS ARE NOTIFIED PRIOR TO DISCHARGE OR THE FOLLOWING BUSINESS DAY. PATIENTS ARRIVING AT THE HOSPITAL FOR OUTPATIENT VISITS ARE NOTIFIED OF THE FINANCIAL ASSISTANCE POLICY AT THE TIME OF REGISTRATION (IF REGISTERED AT THE MAIN REGISTRATION AREA). NOTIFICATION IS ALSO INCLUDED WITH PATIENT BILLS. 1 1 - MANSFIELD HEALTH CENTER 200 COPELAND DRIVE MANSFIELD MA 02488 LICENSED OUTPUT CLINIC PHYSICIAN PRACTICE PART I, LINE 7: FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS CALCULATIONSTURDY MEMORIAL HOSPITAL USES THE COST TO CHARGE RATIO FOR CALCULATING AMOUNTS IN THE TABLE FOR LINE 7. THE COST TO CHARGE RATIO IS TOTAL PATIENT CARE COSTS DIVIDED BY TOTAL PATIENT CARE CHARGES PER WORKSHEET S-10, LINE 1 OF THE MEDICARE COST REPORT. BAD DEBT IS NOT INCLUDED IN ANY AMOUNTS REPORTED IN THE TABLE. PART I, LN 7 COL(F): BAD DEBT EXPENSE OF $9,999,792 ATTRIBUTABLE TO PATIENT ACCOUNTS HAS BEEN EXCLUDED FROM THE COMPUTATION OF ALL COMMUNITY BENEFIT EXPENSE SHOWN IN PART I, LINE 7, COLUMN F.PART II, COMMUNITY BUILDING ACTIVITIES:STURDY MEMORIAL HOSPITAL UNDERTAKES COMMUNITY BUILDING ACTIVITIES DESIGNED TO PROMOTE THE WELLBEING OF RESIDENTS IN ITS PRIMARY AND SECONDARY SERVICE AREAS. THE HOSPITAL IS INVOLVED IN EMERGENCY MANAGEMENT AND PREPAREDNESS AND WORKS WITH OTHERS IN ITS REGION TO COORDINATE ITS PREPARATION AND RESPONSE TO CATASTROPHIC HEALTH EVENTS. THE ORGANINIZATION WORKS WITH LOCAL, STATE AND FEDERAL LAW ENFORCEMENT AND OTHER FIRST RESPONDERS ON MATTERS OF PUBLIC SAFETY. THE HOSPITAL PROVIDES TRAINING OPPORTUNITIES FOR LOCAL STUDENTS COMPLETING MEDICAL LABORATORY TECHNICIAN AND PHLEBOTOMY PROGRAMS. HIGH SCHOOL STUDENTS INTERESTED IN HEALTH CARE CAREERS MAY SHADOW STAFF MEMBERS OR PARTICIPATE IN INTERNSHIPS. PART III, LINE 2: EFFECTIVE OCTOBER 1, 2020, THE HOSPITAL ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS UPDATE ("ASU") 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) ("ASC 606"), USING THE RETROSPECTIVE METHOD OF APPLICATION TO ALL CONTRACTS EXISTING ON OCTOBER 1, 2020. THE CORE PRINCIPLE OF THE STANDARD IS THAT AN ENTITY SHOULD RECOGNIZE REVENUE TO DEPICT THE TRANSFER OF PROMISED GOODS OR SERVICES TO CUSTOMERS IN AN AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE ENTITY EXPECTS TO BE ENTITLED IN EXCHANGE FOR THOSE GOODS OR SERVICES. THE ADOPTION OF THE STANDARD HAD NO IMPACT ON THE HOSPITAL'S CURRENT OR HISTORICAL FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE HOSPITAL NOW RECOGNIZES ITS PREVIOUSLY REPORTED PROVISION FOR BAD DEBTS, PRIMARILY RELATED TO ITS SELF-PAY PATIENT POPULATION, AS A DIRECT REDUCTION TO REVENUES AND RECEIVABLES AS AN IMPLICIT PRICING CONCESSION, INSTEAD OF SEPARATELY AS A DISCRETE DEDUCTION TO ARRIVE AT NET PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS OR AS A PARENTHETICAL NOTE ON ACCOUNTS RECEIVABLE FOR SERVICES TO PATIENTS IN THE BALANCE SHEET. PART III, LINE 8: SHORTFALL TREATED AS COMMUNITY BENEFITSTURDY MEMORIAL HOSPITAL, IN KEEPING WITH ITS CHARITABLE MISSION, PROVIDES CARE TO MEDICARE ELIGIBLE PATIENTS OF THE COMMUNITY IT SERVES BEYOND THE AMOUNT IT RECEIVES FROM THE MEDICARE PROGRAM. THESE INDIVIDUALS WOULD HAVE TO TRAVEL OUT OF OUR AREA OR POSSIBLY FORGO MEDICAL TREATMENT WITHOUT THE SERVICES THE HOSPITAL PROVIDES. THE MEDICARE SHORTFALL INCURRED BY THE HOSPITAL IS VIEWED AS LESSENING THE BURDEN OF GOVERNMENT, THEREFORE PROVIDING A VALUABLE COMMUNITY BENEFIT. PART III, LINE 9B: DEBT COLLECTION POLICYTHE HOSPITAL'S COLLECTION POLICY CONTAINS PROCEDURES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE. ONCE IT IS DETERMINED THAT A PATIENT QUALIFIES FOR FREE CARE, ALL COLLECTION PROCEDURES CEASE AND THE FULL BALANCE IS WRITTEN OFF. IF THE PATIENT QUALIFIES FOR PARTIAL FREE CARE, THE AMOUNT THAT QUALIFIES UNDER PARTIAL FREE CARE IS WRITTEN OFF AND THE REMAINING BALANCE IS SUBJECT TO NORMAL COLLECTION PROCEDURES. MASSACHUSETTS HOSPITALS ARE REQUIRED TO ADOPT CREDIT AND COLLECTION POLICIES. STATE REGULATIONS (101 CMR 613.00) OUTLINE THE SPECIFIC PROCESS FOR DETERMINING ELIGIBILITY FOR PUBLIC ASSISTANCE PROGRAMS AND HOSPITAL COLLECTION PRACTICES. THE HOSPITAL PROVIDES PATIENTS WITH INFORMATION ABOUT FREE CARE AVAILABLE THROUGH THE HOSPITAL (A SIGNIFICANT PORTION OF WHICH IS COORDINATED THROUGH THE STATE'S HEALTH SAFETY NET PROGRAM, AS WELL AS FINANCIAL ASSISTANCE PROGRAMS, SUCH AS MASSHEALTH AND COMMONWEALTH CARE, THAT ARE AVAILABLE THROUGH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES). THE HOSPITAL EMPLOYS TWO FULL-TIME FINANCIAL COUNSELORS THAT ASSIST PATIENTS, AND ANYONE ELSE PRESENTING WHO REQUIRES ASSISTANCE, IN APPLYING FOR FREE CARE AND STATE FINANCIAL ASSISTANCE PROGRAMS THROUGH THE STATE'S UNIFORM APPLICATION. THE HOSPITAL FINANCIAL ASSISTANCE POLICY AND BILLING & COLLECTION POLICY, THAT OUTLINES ITS CHARITY CARE PRACTICES, IS FILED WITH THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS AND ALSO AVAILABLE TO PATIENTS UPON REQUEST. PART VI, LINE 2: WITH GUIDANCE AND OVERSIGHT FROM THE HOSPITAL'S BOARD, STURDY'S COMMUNITY BENEFITS REPORT IS DEVELOPED TO REFLECT ON ACTIVITIES FROM THE PRIOR YEAR AND PROVIDE RECOMMENDATIONS FOR THE HOSPITAL'S FOCUS ON COMMUNITY INVOLVEMENT FOR THE FOLLOWING YEAR. COMMUNITY BENEFITS PLANNING IS INTEGRATED INTO STURDY'S ANNUAL PLANNING AND BUDGETING PROCESS TO ENSURE WE EFFECTIVELY SUPPORT COMMUNITY BENEFITS PROGRAMMING. STURDY MEMORIAL HOSPITAL IS INVOLVED IN ONGOING ASSESSMENTS OF THE HEALTH NEEDS IN OUR COMMUNITIES AND PARTICIPATES IN A NUMBER OF COMMUNITY BASED PROGRAMS. CONTINUALLY BEING ENGAGED IN AND FAMILIAR WITH OUR COMMUNITIES PROVIDES US WITH OPPORTUNITIES TO IDENTIFY HEALTH ISSUES OF GREATEST CONCERN TO OUR CARE PROVIDERS AND COMMUNITY PARTNERS AND CONSIDER COMMITTING BUDGETED RESOURCES TO THOSE AREAS, WHENEVER APPROPRIATE, TO GUIDE EFFORTS TO IMPROVE COMMUNITY HEALTH AND WELLNESS. THE HOSPITAL CONSTANTLY MONITORS THE RESULTS OF PATIENT SATISFACTION SURVEYS, SERVICE STATISTICS, PROVIDER AND COMMUNITY FEEDBACK, INSURER DATA, AND OTHER LOCAL AND REGIONAL DATA. IN ADDITION, THE HOSPITAL CONTINUALLY WORKS CLOSELY WITH COMMUNITY LEADERS, SCHOOL AND SOCIAL SERVICES PERSONNEL, AND OTHER HEALTH CARE PROVIDERS TO IDENTIFY HEALTH CARE TRENDS AND NEEDS. PART VI, LINE 3: PATIENTS ARE INFORMED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE BY WAY OF POSTED NOTICES THROUGHOUT THE HOSPITAL AS WELL AS PRINTED FINANCIAL ASSISTANCE BROCHURES AVAILABLE IN COMMON AREAS OF THE HOSPITAL. FINANCIAL ASSISTANCE INFORMATION IS PRINTED ON ALL PATIENT STATEMENTS. SCHEDULED SELF PAY SURGICAL DAY CARE (SDC) & INPATIENTS ARE REVIEWED PRIOR TO ADMISSION TO DETERMINE PAYMENT ARRANGEMENTS OR TO COORDINATE A MEETING WITH A FINANCIAL COUNSELOR. SDC & INPATIENTS WHO ARE UNABLE TO LEAVE A DEPOSIT OR MAKE A PAYMENT ARRANGEMENT TOWARDS A LARGE OUT OF POCKET EXPENSE ARE ALSO ENCOURAGED TO MEET WITH A FINANCIAL COUNSELOR. UPON DISCHARGE FROM THE EMERGENCY CARE CENTER (ECC), UNINSURED PATIENTS ARE ENCOURAGED TO MEET WITH A FINANCIAL COUNSELOR. IF UNABLE TO SEE A FINANCIAL COUNSELOR FOLLOWING DISCHARGE, THE PATIENT IS GIVEN A FINANCIAL ASSISTANCE LETTER OUTLINING THE APPLICATION PROCESS, THE DOCUMENTS REQUIRED, TELEPHONE NUMBERS AND DIRECTIONS TO THE FINANCIAL COUNSELOR'S OFFICE. FOLLOWING AN ECC VISIT, UNINSURED PATIENTS RECEIVE A PHONE CALL FROM A PATIENT FINANCIAL SERVICES REPRESENTATIVE ENCOURAGING THE PATIENT TO MEET WITH A FINANCIAL COUNSELOR FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: COMMUNITY INFORMATIONTHE HOSPITAL SERVES NEARLY 338,420 INDIVIDUALS (BASED ON 2023 U.S. CENSUS POPULATION ESTIMATE DATA) IN 14 SUBURBAN COMMUNITIES. THE INDIVIDUALS IN THE COMMUNITIES WE SERVE ARE LARGELY EDUCATED (COMPLETED HIGH SCHOOL), EMPLOYED AND ENGLISH SPEAKING. INCLUDED IN THE POPULATION ABOVE, THE HOSPITAL'S PRIMARY SERVICE AREA ENCOMPASSES THE TOWNS OF ATTLEBORO, FOXBORO, MANSFIELD, NORTH ATTLEBORO, NORTON, PLAINVILLE, SEEKONK, REHOBOTH, AND WRENTHAM. NORFOLK, SHARON, FRANKLIN, TAUNTON AND WALPOLE ARE CONSIDERED PART OF OUR SECONDARY SERVICE AREA. ADDITIONALLY, WE SERVE THE COMMUNITIES WITHIN NEIGHBORING RHODE ISLAND. PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHSTURDY MEMORIAL HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH AND WELLBEING OF MEMBERS OF THE COMMUNITIES IT SERVES, IN ADDITION TO PROVIDING HEALTH CARE TO ALL, REGARDLESS OF ABILITY TO PAY. IN FISCAL 2024, THE HOSPITAL OFFERED OVER 50 COMMUNITY BENEFIT PROGRAMS. IN-PERSON PROGRAMS AND SUPPORT GROUPS RESUMED IN FY22 AND THE HOSPITAL WAS ABLE TO OFFER ADDITIONAL PROGRAMS VIRTUALLY. STUDY PROVIDES EMS EDUCATION AND INTERN/EXTERN PROGRAMS SERVING MEDICAL, NURSING AND STUDENT INTERNS FROM OVER 50 SCHOOLS AND COLLEGES. THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN OUR SERVICE AREA. A MAJORITY OF THE HOSPITAL'S BOARD OF MANAGERS ARE COMPRISED OF INDIVIDUALS LIVING IN THE COMMUNITY WHO ARE INDEPENDENT CIVIC, HEALTH CARE AND BUSINESS LEADERS. SURPLUS FUNDS ARE USED TO IMPROVE OUR FACILITIES, PURCHASE STATE-OF-THE ART MEDICAL EQUIPMENT AND EXPAND OUR COMMUNITY OFFERINGS. PART VI, LINE 6: STURDY MEMORIAL HOSPITAL IS PART OF AN AFFILIATED HEALTH CARE SYSTEM. UNDER THE CONTROL OF ITS PARENT ORGANIZATION, STURDY MEMORIAL FOUNDATION, AFFILIATES STURDY MEMORIAL HOSPITAL AND STURDY MEMORIAL ASSOCIATES COORDINATE THE PROVISION OF HEALTH CARE SERVICES TO RESIDENTS IN ITS SERVICE AREA OF BRISTOL AND NORFOLK COUNTIES IN MASSACHUSETTS. PART VI, LINE 7, REPORTS FILED WITH STATES MA 1 CITY OF ATTLEBORO 77 PARK STREET ATTLEBORO MA 02703 046001378 115 15000 0 COMMUNITY SUPPORT ATTLEBORO AREA INTERFAITH COLLABORATIVE PO BOX 2963 ATTLEBORO MA 02703 042301039 501(C)(3) 6000 0 COMMUNITY SUPPORT STURDY HEALTH INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042709501 501(C)(3) 18076962 0 GENERAL SUPPORT 3 0 PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE HOSPITAL PROVIDES GRANTS IN FURTHERANCE OF ITS CHARITABLE MISSION AND TO PROMOTE GENERAL WELL-BEING IN THE COMMUNITIES IT SERVES. WHEN GRANTS ARE MADE, THEY ARE REVIEWED AND APPROVED BY THE BOARD OF MANAGERS. THE HOSPITAL MONITORS GRANTS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSE. X 0 1 X X X X 1 1 0 0 0 0 0 1 0 AIMEE BREWER PRESIDENT & CEO 704113 0 206373 0 1140 0 72815 0 25505 0 1009946 0 0 0 NITHIN KARANTH MD PHYSICIAN DIRECTOR (AS OF 01/2024) 735658 0 244934 0 540 0 7401 0 2136 0 990669 0 0 0 WAYNE GIETZ EVP/COO 509362 0 109695 0 2622 0 103939 0 25577 0 751195 0 0 0 BRIAN PATEL MD PHYSICIAN 510886 0 108268 0 1466 0 17128 0 25784 0 663532 0 0 0 AMY PFEFFER CFO & TREASURER 420223 0 90055 0 94091 0 23975 0 24507 0 652851 0 0 0 RONALD VAN NESS-OTUNNU MD PHYSICIAN DIRECTOR (THRU 12/2023) 462212 0 15391 0 22359 0 26948 0 24851 0 551761 0 0 0 NATALIE COOK CHIEF HUMAN RESOURCES OFFICER 344579 0 73495 0 5051 0 90592 0 685 0 514402 0 0 0 DENIS TANGUAY VP, CHIEF INFORMATION OFFICER 326831 0 73485 0 5075 0 72785 0 25262 0 503438 0 0 0 MARK MCGUIRE MD PHYSICIAN 374479 0 41825 0 19091 0 7334 0 25138 0 467867 0 0 0 JUSTINE ZILLIKEN CHIEF STRATEGY OFFICER 308080 0 65817 0 1570 0 65902 0 10617 0 451986 0 0 0 ALICIA BLAZEJEWSKI MD PHYSICIAN 350346 0 16224 0 16720 0 11926 0 25099 0 420315 0 0 0 ROBIN MORRIS SVP OF CLINICAL OPS & INTEGRITY 257149 0 55476 0 38194 0 19415 0 10569 0 380803 0 0 0 BRIAN KELLY MD FORMER VP/PHYSICIAN 297745 0 0 0 0 0 2977 0 0 0 300722 0 0 0 LISA SALAMEH SVP FOR PATIENT SVCS. & CNO 218895 0 26625 0 389 0 9708 0 25173 0 280790 0 0 0 DAVID SPOOR FORMER SVP PATIENT SRVS/CNO 109410 0 0 0 81205 0 1109 0 3212 0 194936 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE HOSPITAL PROVIDES ITS SENIOR MANAGERS WITH LONG-TERM DISABILITY INSURANCE. THE COST OF THIS INSURANCE IS GROSSED UP TO EFFECTIVELY PAY FOR THE RELATED TAXES AND IS ADDED TO THE MANAGERS' GROSS EARNINGS. THIS BENEFIT WAS PROVIDED TO AIMEE BREWER AND AMY PFEFFER DURING CALENDAR YEAR 2023. GROSS UP PAYMENTS ARE ALSO PROVIDED WITH CERTAIN PAYOUTS UNDER THE SUPPLEMENTAL EXECUTIVE COMPENSATION ARRANGEMENT. SEE DISCLOSURE BELOW IN CONNECTION WITH SCHEDULE J, PART I, LINE 4B. PART I, LINE 1B APPROVAL FOR GROSS-UP PAYMENTS THE DECISION TO GROSS UP THE AMOUNT IS DISCRETIONARY AND IS APPROVED BY THE BOARD OF MANAGERS. PART I, LINES 4A-B LINE 4A: SEVERANCE PAYMENT ONE LISTED INDIVIDUAL SEPARATED FROM THE HOSPITAL DURING CALENDAR YEAR 2023. PURSUANT TO THE AGREEMENT, THIS INDIVIDUAL RECEIVED SEVERANCE. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN STURDY MEMORIAL HOSPITAL PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. CONTRIBUTIONS TO THE PLAN ARE SUBJECT TO CERTAIN VESTING REQUIREMENT. CONTRIBUTIONS UNDER THE PLAN SUBJECT TO VESTING ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS VESTED AND RECEIVED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND BELOW. AMY PFEFFER: $92,358 ROBIN MORRIS: $31,607 PART I, LINE 7: NON-FIXED PAYMENTS COMPENSATION PACKAGES FOR THE CEO, SENIOR MANAGERS, AND LISTED PHYSICIANS INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. ALL INCENTIVE COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND HAS BEEN REPORTED ON SCHEDULE J, PART II, COLUMN B (II). PART II, COLUMN (C): DEFERRED COMPENSATION THIS COLUMN INCLUDES AN ACCRUAL OF BENEFITS RELATED TO THE HOSPITAL'S DEFINED BENEFIT PLAN. THIS ACCRUAL CALCULATION IS COMPLETED BY A THIRD PARTY AND THE ACCRUAL AMOUNT MAY SHIFT DEPENDING ON THE REQUIRED DISCOUNT RATE APPLIED. CRYAN LANDSCAPE CONTRACTORS INC TRUSTEE IS OWNER 326820 LANDSCAPING/SNOW REMOVALKEVIN CRYAN, A MEMBER OF THE BOARD OF DIRECTORS, IS THE OWNER OF CRYAN LANDSCAPING. THE COMPANY PROVIDED LANDSCAPING AND SNOW REMOVAL SERVICES TO STURDY MEMORIAL HOSPITAL, INC. THE AMOUNT PAID IS REVIEWED AND COMPARED TO OTHER COMPARABLE COMPANIES. 0 FORM 990, PART V, LINE 2A: EMPLOYEES REPORTED ON FORM W-3 STURDY MEMORIAL HOSPITAL, INC. IS THE COMMON PAYMASTER FOR STURDY HEALTH, INC. AND STURDY HEALTH FOUNDATION, INC. THE TOTAL NUMBER OF EMPLOYEES LISTED ON PART V, LINE 2A REPRESENTS HOSPITAL EMPLOYEES INCLUDED UNDER THE COMMON PAYMASTER FILING. FORM 990, PART VI, SECTION A, LINE 1A VOTING RIGHTS OF GOVERNING BODY THE BYLAWS OF STURDY MEMORIAL HOSPITAL, INC. STATE THAT "THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD OF MANAGERS EXCEPT FOR SUCH MATTERS AS ARE SPECIFIED IN SECTION 55 OF THE [MASSACHUSETTS] GENERAL LAWS, CHAPTER 156B." THE EXECUTIVE COMMITTEE CONSISTS ONLY OF MEMBERS OF THE BOARD OF MANAGERS OF STURDY MEMORIAL HOSPITAL. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS WITH GOVERNING BODY CERTAIN PERSONS LISTED IN PART VII HAVE A "BUSINESS RELATIONSHIP" WITH ONE ANOTHER DUE TO THE OVERLAPPING BOARD STRUCTURE OF STURDY HEALTH FOUNDATION AND ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS STURDY HEALTH FOUNDATION, INC., A MASSACHUSETTS CHARITABLE CORPORATION, ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF STURDY MEMORIAL HOSPITAL, INC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT MEMBERS OF GOVERNING BODY THE BOARD OF MANAGERS OF STURDY MEMORIAL HOSPITAL, INC. CONSISTS OF THOSE PERSONS WHO SERVE AS THE DIRECTORS OF STURDY HEALTH FOUNDATION, INC. FOUNDATION MEMBERS ARE ELIGIBLE TO ATTEND ALL MEETINGS OF THE CORPORATION AND TO HOLD OFFICE. NEW MEMBERS ARE ELECTED TO MEMBERSHIP BY THE EXISTING MEMBERS FOR THREE YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS FORM 990 IS PREPARED BY STURDY MEMORIAL'S TAX PROVIDERS, GRANT THORNTON, USING INFORMATION PROVIDED BY MANAGEMENT UPON COMPLETION OF THE ANNUAL INDEPENDENT AUDIT. THE INFORMATION PROVIDED IS THE RESPONSIBILITY OF THE CFO AND STURDY'S FISCAL SERVICES DEPARTMENT. THE RETURN IS REVIEWED BY GRANT THORNTON, THE CONTROLLER AND CFO, AND COMPENSATION AND BENEFIT SECTIONS ARE SPECIFICALLY REVIEWED BY THE CHIEF HUMAN RESOURCES OFFICER FOR STURDY MEMORIAL HOSPITAL, INC. FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION OF APPROVAL. EVERY BOARD MEMBER RECEIVES FORM 990 AND ALL SCHEDULES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ALL HOSPITAL LEADERSHIP AND BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENT REQUIRES DISCLOSURE OF ANY OUTSIDE INTERESTS IN ANY BUSINESS, OUTSIDE ACTIVITY, GIFTS, OR ENTERTAINMENT THAT MAY HAVE INFLUENCED THE RESPONDENT. IN ADDITION, THESE SIGNED STATEMENTS ARE REVIEWED BY THE INTEGRITY OFFICER AND ANY POTENTIAL CONFLICTS ARE ADDRESSED AND RESOLVED. THE INTEGRITY OFFICER DISCUSSES DISCLOSED POTENTIAL CONFLICTS WITH EMPLOYEES, OFFICERS AND DIRECTORS OF THE HOSPITAL, SO THAT THEY UNDERSTAND WHAT CONSTITUTES AN INAPPROPRIATE BUSINESS ACTIVITY. GIFTS THAT CREATE A CONFLICT OF INTEREST MUST BE RETURNED. INDIVIDUALS WITH DOCUMENTED CONFLICTS MUST ABSTAIN FROM ANY DECISION MAKING SPECIFIC TO THE IDENTIFIED AREA. AN ANNUAL REPORT IS PREPARED AND PROVIDED TO THE HOSPITAL'S PRESIDENT AND CEO AS WELL AS BOARD OF MANAGERS; THIS COMPREHENSIVE REPORT INCLUDES ALL INTEGRITY COMPLIANCE ISSUES AS WELL AS ANY NEWLY IDENTIFIED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION COMPENSATION DECISIONS FOR THE ORGANIZATION'S CEO, CFO AND SENIOR MANAGEMENT (KEY EMPLOYEES) ARE MADE THROUGH ITS EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS SOLELY OF MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH REGARDS TO COMPENSATION MATTERS. THE BOARD UTILIZES AN INDEPENDENT OUTSIDE CONSULTANT TO DETERMINE EXECUTIVE COMPENSATION. THE CONSULTANT PRESENTS NATIONAL AND REGIONAL COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THE DATA INCLUDES COMPREHENSIVE SALARY AND BENEFITS INFORMATION FOR THE CEO, CFO AND KEY EMPLOYEES INCLUDING COMPARISON OF BASE PAY, INCENTIVE PAY, BENEFITS AND TOTAL COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPARATIVE DATA FOR THE CEO AND CFO AND VOTES TO APPROVE THEIR COMPENSATION. THE CEO USES COMPARATIVE MARKET DATA TO DETERMINE PROPOSED BASE PAY COMPENSATION INCREASES AND POTENTIAL INCENTIVE PAY FOR ALL OTHER SENIOR MANAGERS AND PRESENTS THIS TO THE EXECUTIVE COMMITTEE FOR THEIR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL RELEVANT INFORMATION AND VOTES TO ACCEPT THE RECOMMENDATIONS OF THE CEO FOR SENIOR MANAGER PAY. ALL DATA PRESENTED, AS WELL AS COMPENSATION DELIBERATIONS AND VOTES, ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. THE MOST RECENT COMPENSATION STUDY WAS PERFORMED IN SEPTEMBER 2022. FORM 990, PART VI, SECTION B, LINE 16B: PARTICIPATION IN JOINT VENTURE ARRANGEMENTS STURDY MEMORIAL HOSPITAL HAS A POLICY REQUIRING EVALUATION OF ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL AND STATE LAW. THE HOSPITAL REQUIRES THAT ANY VENTURE OR ARRANGEMENT WITH THIRD PARTIES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE HOSPITAL'S EXEMPTION, SUCH AS POLITICAL ACTIVITIES, SUBSTANTIAL LOBBYING, PRIVATE INUREMENT OR SUBSTANTIAL NONEXEMPT ACTIVITIES. THE HOSPITAL SHALL MAINTAIN CONTROL, PRIORITIZE ITS EXEMPT PURPOSES, ENTER CONTRACTS AT ARMS-LENGTH, REQUIRE TRANSPARENT REPORTING, AND ENSURE ANY VENTURE COMPLY WITH INTERNAL REVENUE CODE SECTION 501(R). THE HOSPITAL'S MANAGEMENT SHALL NEGOTIATE ANY VENTURES OR ARRANGEMENTS WITH THE ASSISTANCE OF LEGAL COUNSEL, IF NECESSARY, AND THE HOSPITAL'S BOARD OF MANAGERS APPROVES ANY VENTURE OR ARRANGEMENT. THE HOSPITAL CURRENTLY PARTICIPATES IN SEVERAL VENTURES, ALL RELATED TO HEALTH CARE OPERATIONS. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE HOSPITAL MAKES AVAILABLE COPIES OF ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 14,387,300. NET ASSETS RELEASED FROM RESTRICTIONS 3,242,911. STURDY HEALTH INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042709501 PHYSICIANS MA 501(C)(3) LINE 12B, II SHF 0 STURDY HEALTH FOUNDATION INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 042103631 DEVELOPMENT MA 501(C)(3) LINE 12B, II N/A 0 EMORY STREET RADIOLOGY ASSOCIATES INC 211 PARK STREET PO BOX 2963 ATTLEBORO MA 02703 043137282 RADIOLOGY MA 501(C)(3) LINE 12B, II SHF 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II STURDY HEALTH, INC.'S PRIMARY ACTIVITIES: PROVIDE PRIMARY AND SPECIALTY MEDICAL CARE IN THE STURDY MEMORIAL HOSPITAL SERVICE AREA AND RECRUIT PHYSICIANS TO EXPAND AND PROVIDE QUALITY MEDICAL CARE. STURDY HEALTH FOUNDATION, INC.'S PRIMARY ACTIVITIES: ENGAGE IN PHILANTHROPIC ACTIVITIES THAT SUPPORT THE MISSION AND PURPOSE OF STURDY MEMORIAL HOSPITAL, INC.