2020-05-15T09:31:23-05:00 2019-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2018-07-01 208544021 St Joseph Medical Group % CFO STJO 6103782300 2500 Bernville Road PO Box 316 Reading PA 19605 PAULA TINCH SVP & CFO 6103782300 2020-05-15 true Russlee Armstrong P00288383 2155614200 2020-05-13 73.233.84.6 23695320201365000004 2020-05-15 P FD9EB17EE6CEBBFF0A7DD1FEEB690E33963E7E29 560A5221E85C69B18852755D46CE5F4776D286E5 2018 2021-01-29 14:40:06Z John Morahan 2500 Bernville Road Reading PA 19605 55791692 false X WWW.THEFUTUREOFHEALTHCARE.ORG X 2007 PA OPERATE SEVERAL PHYSICIAN CLINICS TO PROVIDE HEALTHCARE SERVICES AND PROMOTE A HEALTHIER COMMUNITY THROUGH SERVICES AND EDUCATION THAT EMPHASIZES WELLNESS. 3 0 0 0 0 0 23113482 28125391 24529785 27370802 0 -1288 412390 295263 48055657 55790168 0 0 0 0 38509138 43665290 0 0 0 10824495 13764413 49333633 57429703 -1277976 -1639535 2941218 3005957 4142077 5846351 -1200859 -2840394 X THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. false false 54551987 27666065 ST. JOSEPH MEDICAL GROUP (SJMG) PROVIDES QUALITY PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY IN CONJUNCTION WITH, AND IN SUPPORT OF, ST. JOSEPH REGIONAL HEALTH NETWORK, IN READING, PENNSYLVANIA, WHICH IS ALSO A 501(C)(3) CHARITABLE, TAX EXEMPT ORGANIZATION. SJMG PROVIDES THESE SERVICES TO THE CITIZENS OF ITS COMMUNITY WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP OR AGE. IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES AND MEDICAL EDUCATION. THEREFORE, IN KEEPING WITH THE COMMITMENT OF SJMG AND ST. JOSEPH REGIONAL HEALTH NETWORK TO SERVE ALL MEMBERS OF THE COMMUNITY, FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND INDIVIDUAL'S INABILITY TO PAY COEXIST. SJMG PROVIDES THE FOLLOWING PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY THROUGH ITS DULY-LICENSED PHYSICIANS, EMPLOYEES AND CONTRACTORS: FAMILY MEDICINE, OB/GYN, GENERAL SURGICAL SERVICES, NEUROLOGY, NEUROSURGERY, VASCULAR SERVICES, ORTHOPEDICS, AND CONTINUING COMMUNITY AND MEDICAL EDUCATION SERVICES. 54551987 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 0 false false false false false false false false false false false false X 3 0 false false false false true true true true true false false true true true true true true false false false PA X CFO 6103782300 2500 BERNVILLE ROAD Reading PA 19605 X John Morahan Board Mem/Chair/SJRHN-CEO 2.0 38.0 X X 0 657800 79921 Courtney Coffman Board Mem/Sec/Treas/SJRHN-CFO 2.0 38.0 X X 0 309163 40159 Jorge Bustillo Board Member/V.Chair/Physician 38.0 2.0 X X 0 570808 38594 Kirk McMurty Physician 40.0 0.0 X 0 719561 27675 Martin Ross Physician 40.0 0.0 X 0 595899 57075 Rickie Monroe Physician 40.0 0.0 X 0 584961 35965 Andre Robinson Physician 40.0 0.0 X 0 562645 51716 Michael Abboud Physician 40.0 0.0 X 0 445508 52219 0 4446345 383324 0 false true false Milton S Hershey Medical Center 500 University Drive HERSHEY PA 17033 Physician Services 366910 Comphealth PO Box 972625 DALLAS TX 75397 Locums 926910 HQA Services LLC 67 Goldfinch Circle PHOENIXVILLE PA 19460 Physician Services 369300 Weatherby Locums Inc PO Box 972633 DALLAS TX 75397 Locums 606007 Barton Associates Inc 10 Dearborn Rd PEABODY MA 01960 Locums 222240 6 28125391 28125391 NET PATIENT SERVICE REVENUE 621111 27370802 27370802 27370802 236 236 0 0 0 0 0 1524 -1524 -1524 -1524 0 0 0 0 0 0 0 0 0 CLINICAL INTEGRATED NETWORK 900099 222341 222341 CONTRACTED PHYSICIANS 900099 54658 54658 CLINICAL RESEARCH 900099 17638 17638 626 626 295263 55790168 27666065 -1288 X 0 0 0 0 0 0 36596965 35363581 1233384 1581316 1528216 53100 3474412 3330091 144321 2012597 1944487 68110 0 0 0 0 0 0 6527039 6445703 81336 0 0 293025 274402 18623 0 0 2377374 2289009 88365 108006 95453 12553 0 71478 70063 1415 0 0 210141 155622 54519 268707 268707 MEDICAL SUPPLIES 1330601 1330601 0 0 BAD DEBTS 1264366 1264366 0 0 ALLOCATED CORPORATE SERVICES 1053180 0 1053180 0 LICENSES 107926 106733 1193 0 152570 84953 67617 57429703 54551987 2877716 0 92678 34306 0 0 0 0 2060332 2390083 0 0 0 0 0 0 0 0 52640 26718 1332721 777871 735568 554850 0 0 0 0 0 0 0 0 0 0 2941218 3005957 3053011 4456585 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1089066 1389766 4142077 5846351 X -1200859 -2840394 0 0 0 0 -1200859 -2840394 2941218 3005957 -1639535 X false true X true false X 13859824 21461001 25159281 23113482 28125391 111718979 18678474 17784181 20201877 24529785 27370802 108565119 0 0 0 32538298 39245182 45361158 47643267 55496193 220284098 0 0 0 220284098 10506 10130 10800 6300 236 37972 0 10506 10130 10800 6300 236 37972 0 261309 289270 272202 406090 295263 1524134 32810113 39544582 45644160 48055657 55791692 221846204 0.99296 0.99217 0.00017 0.00019 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 491506 219091 272415 810267 558780 251487 30948 30948 554850 0 MEDICAL PROFESSIONAL FEES 876941 401K CONTRIBUTION 512825 1389766 false true false false false false false false false John Morahan Board Mem/Chair/SJRHN-CEO 0 503024 0 137154 0 17622 0 59687 0 20234 0 737721 0 0 Courtney Coffman Board Mem/Sec/Treas/SJRHN-CFO 0 248452 0 59179 0 1532 0 7430 0 32729 0 349322 0 0 Jorge Bustillo Board Member/V.Chair/Physician 0 539956 0 28577 0 2275 0 8250 0 30344 0 609402 0 0 Kirk McMurty Physician 0 685885 0 30775 0 2901 0 8250 0 19425 0 747236 0 0 Martin Ross Physician 0 548668 0 42125 0 5106 0 26750 0 30325 0 652974 0 0 Rickie Monroe Physician 0 422110 0 159580 0 3271 0 8250 0 27715 0 620926 0 0 Andre Robinson Physician 0 560976 0 0 0 1669 0 24529 0 27187 0 614361 0 0 Michael Abboud Physician 0 345752 0 97947 0 1809 0 24444 0 27775 0 497727 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SCHEDULE J, PART I, LINE 4B: During the calendar year ending within this fiscal year ended June 30, 2019, certain officers and key employees participated in a supplemental nonqualified retirement plan. The below listed individuals contributions have not yet vested; therefore, unvested contributions are reported on Schedule J, Part II, Column C, Retirement and Other Deferred Compensation. John Morahan SCHEDULE J, PART I, LINE 7 Bonuses, paid by a related organization that employs the individuals, are based on a number of variables including but not limited to individual goal achievements as well as organization operation achievements. The final determination of the bonus amount is determined and approved by the applicable board as part of the overall compensation review of the officers, key employees and highest compensated. FORM 990, PART V, LINES 1A AND 2A FORMS 1096/W-3 REPORTING: FORM 1096 AND FORM W-3 FOR THE FILING ORGANIZATION IS PROCESSED AND REPORTED BY ITS RELATED ORGANIZATION PENN STATE HEALTH (EIN: 47-3769205). FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE FILING ORGANIZATION'S SOLE MEMBER IS PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, LINE 7A ELECTING MEMBERS OF GOVERNING BODY: DIRECTORS SHALL BE ELECTED BY THE CORPORATE MEMBER, PENN STATE HEALTH. THE CORPORATE MEMBER MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: PURSUANT TO THE FILING ORGANIZATION'S BYLAWS THE CORPORATE MEMBER HAS RESERVED POWERS AS FOLLOWS: - To determine the number of and to elect and remove, with or without cause, the directors of the filing organization; - To elect and remove, with or without cause, the chairperson and vice chairperson of the filing organization; - To initiate or approve any and all amendments to the articles of incorporation and bylaws of the filing organization; - to initiate or to approve all fundamental change transactions and all other transactions not in the ordinary course of business, including without limitation, all mergers, consolidations, divisions, sales of substantially all assets, and liquidation or dissolution of the filing organization; - To give such other approvals and take such other actions as are specifically reserved to members of Pennsylvania nonprofit corporations. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY: THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM; IT IS REVIEWED BY ACCOUNTING/FINANCE DEPARTMENT PERSONNEL AND THE CHIEF FINANCIAL OFFICER. ONCE THE FORM 990 IS COMPLETED, IT IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY: THE FILING ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST (COI) POLICIES FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES (COVERED PERSONS). PER THE POLICY, NO COVERED PERSONS MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE POLICY. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS THROUGH AN ANNUAL WRITTEN DISCLOSURE STATEMENT AND AS MATTERS INVOLVING AN ACTUAL OR POTENTIAL CONFLICT ARISE. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE TRANSACTION OR ARRANGEMENT. A COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR OR SHALL LEAVE ANY PORTION OF A MEETING AT WHICH THE BOARD OF DIRECTORS OR A COMMITTEE IS VOTING TO DETERMINE WHETHER A CONFLICT EXISTS, BUT MAY BE PRESENT PRIOR TO THE VOTE TO MAKE PRESENTATION TO THE BOARD OR COMMITTEE TO DISCLOSE ADDITIONAL FACTS, OR TO RESPOND TO QUESTIONS. THE FILING ORGANIZATION MAY ENTER INTO A TRANSACTION OR ARRANGEMENT IN WHICH A COVERED PERSON HAS AN ACTUAL CONFLICT OF INTEREST IF A MAJORITY OF DIRECTORS WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT APPROVE THE TRANSACTION OR ARRANGEMENT AT A BOARD OR COMMITTEE MEETING AFTER DETERMINING THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION, ANY COVERED PERSON WHO HAS A CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING SUCH TRANSACTION OR ARRANGEMENT (EXCEPT THAT THE COVERED PERSON MAY APPEAR AT A MEETING TO ANSWER QUESTIONS), AND IF THE TRANSACTION OR ARRANGEMENT INVOLVES COMPENSATION OR OTHER FINANCIAL BENEFIT TO THE COVERED PERSON, THE BOARD RELIES ON APPROPRIATE COMPARABILITY DATA TO DETERMINE REASONABLENESS. THE FILING ORGANIZATION WILL DOCUMENT THE FOREGOING IN THE MINUTES OF BOARD AND COMMITTEE MEETINGS, AS APPLICABLE. EACH COVERED PERSON MUST SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE COI POLICY, HAS READ AND UNDERSTANDS IT, AND HAS AGREED TO COMPLY WITH IT. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS OR OTHER POSITION WITH THE FILING ORGANIZATION, AS APPROPRIATE. FORM 990, PART VI, LINES 13 & 14 WHISTLEBLOWER POLICY AND DOCUMENT RETENTION/DESTRUCTION POLICY: THE FILING ORGANIZATION FOLLOWS THE WHISTLEBELOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF A RELATED ORGANIZATION. FORM 990, PART VI, LINES 15A & 15B THE FILING ORGANIZATION DOES NOT HAVE EMPLOYEES; HOWEVER, ITS APPLICABLE RELATED ORGANIZATION THAT DOES PAY THE EMPLOYEES HAS THE FOLLOWING PROCESS FOR ESTABLISHING COMPENSATION: THE BOARD COMPENSATION COMMITTEE IS DELEGATED RESPONSIBILITY BY THE BOARD TO MAKE AND RECOMMEND TO THE BOARD THE COMPENSATION DECISIONS FOR ITS KEY EXECUTIVES, INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, OTHER OFFICERS AND ALL DISQUALIFIED PERSONS (AS DEFINED BY TREASURY REGULATIONS). THE COMMITTEE HAS STRONG GOVERNANCE PROCESSES IN PLACE TO ENSURE BEST PRACTICES AND THAT COMPENSATION DECISIONS FOR EXECUTIVES ARE REASONABLE AND SUPPORTIVE OF THE ORGANIZATIONS LEADERSHIP TALENT NEEDS. THE COMMITTEES COMPENSATION REVIEW PROCESS IS STRUCTURED TO SATISFY AND COMPLY WITH THE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, UNDER THE INTERMEDIATE SANCTION REGULATIONS (IRC SECTION 4958). 1. THE COMMITTEE OF THE BOARD IS AUTHORIZED BY THE BOARD OF DIRECTORS TO REVIEW AND APPROVE ALL COMPENSATION (INCLUDING EXECUTIVE BENEFITS) ARRANGEMENTS. 2. THE COMMITTEE IS COMPRISED OF DIRECTORS THAT ARE FREE OF MATERIAL FINANCIAL CONFLICT WITH RESPECT TO THE COMPENSATION BEING REVIEWED. 3. ANNUALLY, THE COMPENSATION COMMITTEE, ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A TOTAL COMPENSATION ANALYSIS FOR THE ORGANIZATIONS EXECUTIVES. 4. THE COMMITTEE REVIEWS AND APPROVES THESE COMPENSATION ARRANGEMENTS IN ADVANCE OF IMPLEMENTATION BY REVIEWING MARKET COMPARABILITY DATA PROVIDED BY ITS INDEPENDENT THIRD-PARTY CONSULTANT AND DOCUMENTED IN COMPREHENSIVE REPORTS. 5. THE COMMITTEE DOCUMENTS ITS DECISIONS, AND THE BASIS FOR ITS DECISIONS, IN A TIMELY MANNER WITHIN MEETING MINUTES. 6. THE COMMITTEE ALSO RECEIVES PROFESSIONAL OPINIONS WITH RESPECT TO REASONABLENESS FROM ITS INDEPENDENT COMPENSATION CONSULTANT, AS SUCH TERM IS DEFINED WITHIN INTERMEDIATE SANCTIONS REGULATIONS. 7. THE COMMITTEE REPORTS ITS ACTIONS ON A REGULAR BASIS TO THE FULL BOARD. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE PENNSYLVANIA STATE UNIVERSITY AND ITS SUBSIDIARIES (WHICH INCLUDE THE FILING ORGANIZATION) ARE AVAILABLE AT WWW.PSU.EDU. FORM 990, PART VII COMPENSATION BY RELATED ORGANIZATION: ST. JOSEPH MEDICAL GROUP DID NOT PAY EMPLOYEES FOR THE CALENDAR YEAR 2018; HOWEVER, THE MEDICAL GROUP IS ELECTING FOR TRANSPARENCY TO SHOW FIVE HIGHEST COMPENSATED INDIVIDUALS THAT WERE PAID BY A RELATED ORGANIZATION BECAUSE THEIR SERVICES WERE RENDERED FOR THE BENEFIT OF THE MEDICAL GROUP. FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:6107672 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:419367 ST JOSEPH REGIONAL HEALTH NETWORK 2500 BERNVILLE RD PO BOX 316 READING PA 19603 231352211 HEALTHCARE PA 501(C)(3) 3 PSH false ST JOSEPH MEDICAL CENTER FOUNDATION 2500 BERNVILLE RD PO BOX 316 READING PA 19603 232649362 FUNDRAISING PA 501(C)(3) 10 SJRHN false Penn State Health 500 UNIVERSITY DRIVE MC H162 Hershey PA 17033 473769205 mgmt/support PA 501(C)(3) 12A PSU false The Pennsylvania State University 201 Old Main University Park PA 16802 246000376 EDUCATION PA 115 N/A false The Milton S Hershey Medical Center 90 Hope Drive Hershey PA 17033 251854772 Healthcare PA 115 PSH false HERSHEY OUTPATIENT SURGERY CENTER LP 15305 DALLAS PKWY ADDISON TX 75001 200469951 HEALTHCARE PA NA N/A CGH REALTY ASSOCIATES LP 2500 BERNVILLE ROAD READING PA 19603 232344074 REAL ESTATE PA NA N/A NITTANY HEALTH INC 500 UNIVERSITY DRIVE MC H162 HERSHEY PA 17033 251769611 HOMECARE INTE PA NA C CORP false CGH REALTY CO INC 2500 BERNVILLE ROAD READING PA 19605 232326801 REAL ESTATE PA NA c corp false HAMPDEN MEDICAL CENTER 500 UNIVERSITY DRIVE MC H162 HERSHEY PA 17033 823189759 REAL ESTATE PA NA C CORP false LPADC INC 500 UNIVERSITY DRIVE MC H162 HERSHEY PA 17033 832746880 REAL ESTATE PA NA C CORP false false false true false false false false false true false false false false false true false false false false