2013-05-15T17:12:50-05:00 2012-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2011-07-01 250979377 SHARON REGIONAL HEALTH SYSTEM % JEFFREY A CHROBACK SHAR 7249833911 740 EAST STATE STREET SHARON PA 16146 JOHN JANOSO 2013-05-14 true Brian D Todd 4178658701 2011 2016-02-24 21:20:13Z JOHN JANOSO 740 EAST STATE STREET SHARON PA 16146 191876581 false X WWW.SHARONREGIONAL.COM X 1896 PA SHARON REGIONAL HEALTH SYSTEM PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY CARE SERVICES TO OUR COMMUNITIES THROUGH OUR NUMEROUS LOCATIONS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 16 11 1902 140 0 0 620901 1378382 168667966 172468005 1369683 1155658 1029013 9298132 171687563 184300177 37164 33799 0 0 81605744 84305247 0 0 0 77380901 85605499 159023809 169944545 12663754 14355632 125506249 135056906 69119135 96531412 56387114 38525494 X THE MISSION OF SHARON REGIONAL HEALTH SYSTEM IS TO PROVIDE THE HIGHEST QUALITY, ADVANCED HEALTHCARE SERVICES TO ALL COMMUNITIES WITHIN OUR REGION. false false 73921341 33799 86479963 SHARON REGIONAL EXPERIENCED MORE THAN A QUARTER OF A MILLION OUTPATIENT REGISTRATIONS IN FISCAL YEAR 2012 (265,137) IN PROVIDING SERVICES TO AREA RESIDENTS THROUGH A NUMBER OF SATELLITE LOCATIONS AND SPECIALTY SITES. OUTPATIENTS UTILIZE SHARON REGIONAL FACILITIES IN BOTH PENNSYLVANIA AND OHIO. IN MEETING THE HEALTH CARE NEEDS OF THESE OUTPATIENTS, SHARON REGIONAL PROVIDED $973,000 IN CHARITY CARE, $1,082,000 IN UNCOMPENSATED CARE, AND EXPERIENCED BAD DEBT OF $2,057,158. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 62019438 80183357 SHARON REGIONAL HEALTH SYSTEM, AS MERCER COUNTY'S LARGEST HEALTH CARE PROVIDER, PROVIDES INPATIENT SERVICES FOR ACUTE CARE, INTENSIVE CARE, HEART CENTER, OB, NURSERY, SKILLED NURSING, IP REHAB, AND IP ADULT AND CHILD BEHAVIORAL HEALTH SERVICES. DURING FISCAL YEAR 2012, SHARON REGIONAL HAD A TOTAL OF 10,524 INPATIENT ADMISSIONS, WITH 54,022 PATIENT DAYS FROM THOSE ADMISSIONS. SRHS IS A DSH PROVIDER WITH A COMBINED MEDICAID AND SSI PERCENTAGE OF 28.3655% OF PATIENT DAYS. AS PART OF THESE INPATIENT SERVICES, SHARON REGIONAL PROVIDED $1,069,000 IN CHARITY CARE, $1,860,000 IN UNCOMPENSATED CARE, & $2,221,731 IN BAD DEBT. 4857919 5804685 THE EMERGENCY CARE CENTER OF SHARON REGIONAL HEALTH SYSTEM IS THE MOST ADVANCED MEDICAL FACILITY IN MERCER COUNTY. DURING FISCAL YEAR 2012, SHARON REGIONAL'S EMERGENCY CARE CENTER HAD 38,866 PATIENT VISITS AND PROVIDED $470,097 IN CHARITY CARE, $350,000 IN UNCOMPENSATED CARE, AND EXPERIENCED BAD DEBT OF $3,949,743. THIS BAD DEBT AMOUNT IS A DIRECT INDICATOR OF THE NUMBER OF INDIVIDUALS WHO UTILIZE THE EMERGENCY DEPARTMENT FOR PRIMARY MEDICAL CARE, AND WHO DO NOT HAVE THE MEANS TO PAY FOR THOSE SERVICES OR SEEK CHARITY CARE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 140798698 true true false true false false false false false true true false false false true false false true false false false false false false true false true true true false true true false false false false false false false false false true false false false false true true true true false false true 108 0 true 1902 true false false false false false true true false false false false X 16 11 true false true false false false false true true false false true true true true true true true true true false PA X JEFFREY A CHROBACK 7249833815 699 EAST STATE STREET SHARON PA 16146 X JAMES E FEENEY 1.0 X X 0 0 0 STEPHEN J GURGOVITS 1.0 X X 0 0 0 JAMES EPSTEIN 1.0 X 0 0 0 DIANE GARDNER 1.0 X 0 0 0 CLOYD E BRENNEMAN 1.0 X 0 0 0 ROBERT G LIPTAK 1.0 X 0 0 0 LEONARD S MILLER 1.0 X 0 0 0 MARY ODEM 1.0 X 0 0 0 JOHN M HUDSON 1.0 X X 0 0 0 WILLIAM J STRIMBU 1.0 X X 0 0 0 ROBERT C JAZWINSKI 1.0 X X 0 0 0 KENNETH JAMES 1.0 X 0 0 0 ANGELA M PALUMBO 1.0 X X 0 0 0 WILLIAM PERRINE 1.0 X 0 0 0 DAVID D'AMORE 1.0 X 0 0 0 ROBERT MORGENSTERN 1.0 X 56200 0 0 JOHN JANOSO 40.0 X 266092 0 49646 MATTHEW LIBURDI 40.0 X 159227 0 39633 SUSAN GIBSON 40.0 X 235181 0 19249 JEFFREY A CHROBAK 40.0 X 191854 0 137585 CAROLYN D'AMORE 1.0 X 0 0 0 LINDE FINSRUD WILSON 40.0 X 145801 0 27490 JOHN DAVIDSON 40.0 X 143836 0 28789 GEORGE C GARROW MD 40.0 X 429300 0 31807 CYNTHIA SILE 40.0 X 348375 0 8567 STEVEN RIGGALL 40.0 X 361698 0 15307 JEFFREY GRYN 40.0 X 324680 0 22867 JAMIE ADAM 40.0 X 359871 0 31807 JOHN A ZIDANSEK 0.0 X 288166 0 0 3310281 0 412747 42 true true false CERNER CORP ELECT MED RECORD 1019380 MAYO COLLABORATIVE SVCS REFERENCE LAB 1027901 SODEXO AFFILIATES OPERATIONS SERVICES 1939823 PATRIOT MEDICAL TECHNOLOGY BIOMEDICAL SERVICES 995231 EMP OF MERCER CTY ER PHYS SERVICES 1293342 45 134564 981166 262652 1378382 PATIENT REVENUE 621990 163998651 163998651 RENT FROM AFFILIATE 531120 36940 36940 PHARMACY 446110 3092933 3092933 NURSING SCHOOL 611600 369131 369131 CAFETERIA 722210 674137 674137 4296213 4296213 172468005 1037111 1037111 0 91 91 184620 184620 184620 184620 7635676 26984 7544070 43 91606 26941 118547 118547 16962 134564 32291 -15329 -15329 0 0 EQUITY IN INVESTEE EARNINGS 900099 935347 935347 GAIN ON INSURANCE RECOVERIES 900099 8193403 8193403 9128750 184300177 172468005 10453790 33799 33799 0 0 0 1711829 280430 1431399 290588 2422 288166 57079361 47811539 9267822 2493617 2270284 223333 18395367 15535283 2860084 4334485 3645211 689274 0 1260706 1260706 342735 342735 0 0 88219 88219 20649348 17260489 3388859 806348 68217 738131 5892653 4021361 1871292 1828285 709503 1118782 0 2877010 2252101 624909 793267 439143 354124 0 141392 86105 55287 2054959 1669091 385868 0 7844669 6371644 1473025 4626614 2584682 2041932 BAD DEBT 8228632 8228632 MEDICAL SUPPLIES & DRUGS 26986528 26986528 LICENSES, DUES, SUBSCRIPTIONS 455183 247950 207233 RECRUITING & RETENTION 469631 237170 232461 259320 57114 202206 169944545 140798698 29145847 0 97190 131524 3297134 7711177 863649 390643 16717703 16009049 0 0 0 0 642601 434876 3493210 3929669 1823454 8782468 145214600 90599973 52001817 54614627 34845496 34301458 4744992 5351335 0 0 0 0 6979003 3400080 125506249 135056906 14072183 13620062 0 0 0 0 29803524 28610372 0 0 0 0 8601942 14341561 0 0 16641486 39959417 69119135 96531412 X 55756699 37857518 630415 667976 0 0 56387114 38525494 125506249 135056906 X 14355632 -32217252 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true false false true false true 89461 89461 false OTHER LOBBYING ACTIVITIES PART II-B, LINE 1(B, D, G & I) SALARIES OF $67,676 WERE PAID TO RAYMOND SCHAUER, A FORMER OFFICER OF THE HEALTH SYSTEM. MR. SCHAUER HAS RESUMED HIS EMPLOYMENT WITH THE HEALTH SYSTEM STRICTLY FOR PURPOSES OF LOBBYING & FUNDRAISING ACTIVITIES. MR. SCHAUER'S LOBBYING ACTIVITIES INCLUDED MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC AND DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. DURING THE YEAR, THE HEALTH SYSTEM PAID DUES TO VARIOUS ASSOCIATIONS. A PORTION OF THESE DUES MAY BE USED FOR LOBBYING PURPOSES. ALL AMOUNTS RELATED TO THESE LOBBYING ACTIVITIES ARE REPORTED ON PART II-B, LINE 1(I). 10970716 -706527 10264189 8180726 2789990 10970716 7004769 2294 1173663 8180726 9625684 71 -2620986 7004769 1.00000 false false 2331542 2331542 41257094 18649571 22607523 97929329 71362760 26566569 3696635 587642 3108993 54614627 0 ACCRUED PENSION LIABILITIES 29910042 ASSET RETIREMENT OBLIGATION 530977 ESTIMATED SELF-INSURANCE COSTS 1072233 DEFERRED COMPENSATION 149795 EST AMT DUE TO 3RD PARTY PAYER 183370 MALPRACTICE LIABILITY 8113000 39959417 184300177 169944545 14355632 -1721260 -29222992 -30944252 -16588620 156463889 -1721260 -26147319 -27868579 184332468 -32291 -32291 184300177 173052509 11424815 11424815 161627694 88219 8228632 8316851 169944545 INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS INCLUDE ASSETS SET ASIDE BY THE BOARD OF DIRECTORS FOR FUTURE CAPITAL IMPROVEMENTS, PENSION FUNDING REQUIREMENTS AND POSTRETIREMENT BENEFIT OBLIGATIONS OVER WHICH THE BOARD RETAINS CONTROL AND MAY AT ITS DISCRETION SUBSEQUENTLY USE FOR OTHER PURPOSES. UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHER RECONCILING CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 NET LOSS OF TAX-EXEMPT AFFILIATE $(11,392,524) DEFINED BENEFIT PLANS (17,830,468) -------------- TOTAL $(29,222,992) OTHER REVENUE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D BAD DEBT EXPENSE $( 8,228,632) INVESTMENT FEES ( 88,219) DEFINED BENEFIT PLANS (17,830,468) ------------- TOTAL $(26,147,319) OTHER REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 SCHEDULE D, PART XII, LINE 4B SPECIAL EVENT EXPENSES $( 32,291) OTHER EXPENSE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XIII, LINE 2D NET LOSS OF TAX-EXEMPT AFFILIATE $ 11,392,524 SPECIAL EVENT EXPENSES 32,291 ------------- TOTAL $ 11,424,815 OTHER EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1 SCHEDULE D, PART XIII, LINE 4B BAD DEBT EXPENSE $ 8,228,632 CHARITY BALL 118926 110000 8926 13108 1200 5138 GOLF OUTING 32600 24564 8036 2635 4840 4035 1335 0 151526 134564 16962 2635 4840 17143 1200 6473 32291 -15329 true true X true X true X true true false true true 882895 882895 0.00550 25447793 17017038 8430755 0.05210 26330688 17017038 9313650 0.05760 1065395 1065395 0.00660 2001648 1986400 15248 0.00010 9722900 8741670 981230 0.00600 33799 33799 0.00020 12823742 10728070 2095672 0.01290 39154430 27745108 11409322 0.07050 false 8228632 1884357 47080664 48978376 -1897712 X true true 1 1 SHARON REGIONAL HEALTH SYSTEM

740 E STATE ST SHARON PA 16146

X X X ACUTE CARE, REHAB, LT CARE & BEHAVIORAL HLTH, ANCILLARY SVCS SHARON REGIONAL HEALTH SYSTEM 1 true true 200. true 400. true true true X X X X X X true false X X X X X true X false false 14 CANCER CARE CENTER

2320 HIGHLAND RD HERMITAGE PA 16148

RADIATION & MEDICAL ONCOLOGY SERVICES CORPORATE HEALTH SERVICES

295 N KERRWOOD DRIVE HERMITAGE PA 16148

OCCUPATIONAL MEDICINE DIABETES CENTER

2395 GARDEN WAY HERMITAGE PA 16148

DIABETES EDUCATION AND TREATMENT GREENVILLE BEHAVIORAL HEALTH

348 MAIN ST GREENVILLE PA 16125

OUTPATIENT MENTAL HEALTH SERVICES HERMITAGE BEHAVIORAL HEALTH

2375 GARDEN WAY HERMITAGE PA 16148

OUTPATIENT MENTAL HEALTH SERVICES HERMITAGE DIAGNOSTIC CENTER

2435 GARDEN WAY HERMITAGE PA 16148

DIAGNOSTIC TESTING AND COMMUNITY EDUCATION HERMITAGE WRAPAROUND

2500 HIGHLAND AVE HERMITAGE PA 16148

OUTPATIENT MENTAL HEALTH SERVICES HOME HEALTH AGENCY

663 E STATE ST SHARON PA 16146

HOME CARE SERVICES LAWRENCE CO WRAPAROUND

125 E NORTH ST NEW CASTLE PA 16101

OUTPATIENT MENTAL HEALTH SERVICES MERCER FAMILY MEDICINE CENTER

551 GREENVILLE RD MERCER PA 16137

DIAGNOSTIC TESTING AND COMMUNITY EDUCATION OUTPATIENT REHAB CENTER

2380 HIGHLAND ROAD HERMITAGE PA 16148

OUTPATIENT THERAPY SERVICES WOUND CARE CENTER

2425 GARDEN WAY HERMITAGE PA 16148

WOUND CARE HUBBARD DIAGNOSTIC

890 W LIBERTY ST A HUBBARD OH 44425

DIAGNOSTIC TESTING AND COMMUNITY EDUCATION BROOKFIELD FAMILY MED

7264 WARREN-SHARON RD BROOKFIELD OH 44403

OUTPATIENT THERAPY SERVICES PERCENT OF TOTAL EXPENSE SCHEDULE H, PART I, LINE 7, COLUMN F TO ARRIVE AT THE PERCENT OF TOTAL EXPENSES, THE DENOMINATOR WHICH EQUALS TOTAL OPERATING EXPENSES PER PART IX, LINE 25 OF THE FORM 990 WAS REDUCED BY BAD DEBT EXPENSE. COST TO CHARGE RATIO SCHEDULE H, PART I, LINE 7 THE COST TO CHARGE RATIO COMPUTED ON IRS WORKSHEET 2 WAS USED IN THE CALCULATIONS ON IRS WORKSHEETS 1, 3, AND 6. BAD DEBT EXPENSE SCHEDULE H, PART III, SECTION A, LINE 4 THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THEY DO, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE. THAT FOOTNOTE READS AS FOLLOWS: THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT. LINE 2 IS REPORTED AS THE TOTAL BAD DEBT EXPENSE PER THE AUDIT REPORT. BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED USING POVERTY LIMIT DEMOGRAPHIC INFORMATION OBTAINED THROUGH THE US CENSUS BUREAU. COMMUNITY BENEFIT SCHEDULE H, PART III, SECTION B, LINE 8 SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS SERVING PATIENTS WITH GOVERNMENT HEALTH 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. THE MEDICARE ALLOWABLE COSTS OF CARE ON LINE 6 WERE CALCULATED USING THE COST TO CHARGE RATIO TIMES CHARGES OF $128,572,414. COLLECTION POLICY SCHEDULE H, PART III, SECTION C, LINE 9B PATIENTS WHO HAVE ALREADY BEEN APPROVED FOR CHARITY ARE APPROVED FOR SERVICES FOR THE NEXT 6 MONTHS AT THE APPROVED CHARITY OR DISCOUNT RATE FOR ANY ADDITIONAL SERVICES THAT HAVE BEEN IDENTIFIED AS PATIENT RESPONSIBILITY BY THEIR INSURANCE CARRIER OR OUR UNINSURED DURING THAT TIME. IF IDENTIFIED PRIOR TO THE BILL BEING SENT OUT, THE ACCOUNT IS WRITTEN DOWN AT THE TIME OF IDENTIFICATION AND THE PATIENT IS NOTIFIED. OTHER EFFORTS MADE TO DETERMINE FAP-ELIGIBILITY SCHEDULE H, PART V, SECTION B, LINE 17E SRHS HAS FINANCIAL COUNSELORS WHO MEET WITH UNINSURED PATIENTS AND ALL OTHERS UPON REQUEST. DETERMINATION OF MAXIMUM AMOUNTS CHARGED SCHEDULE H, PART V, SECTION B, LINE 19 ALL PATIENTS ARE CHARGED THE SAME AMOUNT FOR THE SAME SERVICE/TREATMENT, WITHOUT REGARD TO PAYOR COVERAGE. AS SUCH, THE MAXIMUM AMOUNTS CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE ARE THE AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE. THE CHARITY CARE POLICY IS BASED UPON INCOME, SIZE OF FAMILY, AND OTHER INFORMATION GATHERED DURING THE CHARITY PROCESS. A 40% UNINSURED DISCOUNT IS OFFERED SOLELY BASED ON COVERAGE, AND THE ORGANIZATION HAS ALSO STARTED USING PRESUMPTIVE CHARITY. NEEDS ASSESSMENT: SHARON REGIONAL CONDUCTS A CONSUMER RESEARCH STUDY EVERY SEVERAL YEARS THROUGH HEALTHSTREAM RESEARCH, AND ONE OF THE QUESTIONS ASKS AREA RESIDENTS IF ANYONE IN THEIR HOUSEHOLD IS LOOKING FOR A DOCTOR, AND IF SO, IN WHAT SPECIALTY. IN ADDITION, EVALUATION FORMS USED AT ALL COMMUNITY EDUCATION PROGRAMS ASK ABOUT HEALTH/MEDICAL TOPICS IN WHICH MORE INFORMATION IS DESIRED. HEALTH NEEDS ARE ALSO OBTAINED FROM THE MERCER COUNTY HEALTH PROFILE FROM THE PA DEPARTMENT OF HEALTH. A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT IS PLANNED FOR JANUARY AND FEBRUARY OF 2013. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: THE HEALTH SYSTEM'S CHARITY CARE POLICY IS READILY AVAILABLE IN PATIENT LITERATURE DISTRIBUTED AT ADMISSION, ON COPIES OF INVOICES SENT TO PATIENTS, ON THE SHARON REGIONAL WEBSITE, AND THROUGH OTHER AREAS. SHARON REGIONAL HAS FINANCIAL COUNSELORS AVAILABLE TO ASSIST PATIENTS AND FAMILY MEMBERS EXPLORE ELIGIBILITY FOR CHARITY CARE AS WELL AS ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS. COMMUNITY INFORMATION: THE MAJORITY OF PATIENTS WHO UTILIZE SHARON REGIONAL LIVE IN A NUMBER OF COMMUNITIES LOCATED IN MERCER COUNTY, PA, WITH A SMALL SEGMENT COMING FROM LAWRENCE COUNTY AND OTHER AREAS IN PENNSYLVANIA, ALONG WITH EASTERN TRUMBULL/MAHONING COUNTIES IN OHIO. MERCER COUNTY'S POPULATION IN 2010 WAS 116,638 (52% URBAN, 48% RURAL), AND CONSISTED OF 91.0% WHITE NON-HISPANIC, 5.8% BLACK, 1.1% HISPANIC, AND 1.5% TWO OR MORE RACES. THE POPULATION IS 51% FEMALE AND 49% MALE, WITH A MEDIAN AGE OF 42.8 YEARS. AVERAGE HOUSEHOLD SIZE IS 2.35 PEOPLE AND ESTIMATED MEDIAN HOUSEHOLD INCOME IN 2010 WAS $42,573 WITH 13.2% OF RESIDENTS WITH INCOME BELOW THE POVERTY LEVEL. COMMUNITY BUILDING ACTIVITIES: SHARON REGIONAL'S COMMUNITY OUTREACH DEPARTMENT IS ACTIVELY INVOLVED IN COMMUNITY EDUCATION EFFORTS AND HOSTS A WIDE SELECTION OF HEALTH EDUCATION PROGRAMS, SCREENINGS, AND EVENTS BOTH AT VARIOUS HEALTH SYSTEM LOCATIONS AND AT A NUMBER OF COMMUNITY LOCATIONS INCLUDING SCHOOLS, BUSINESSES, AND HOUSING PROJECTS. ACTIVITIES INCLUDING HEALTH FAIRS, EDUCATION PROGRAMS, CPR TRAINING, SPECIFIC SCREENINGS, AND MORE. OTHER INFORMATION: STRATEGIC LEADERSHIP AND DIRECTION FOR SHARON REGIONAL IS PROVIDED BY A VOLUNTARY BOARD OF DIRECTORS CONSISTING OF COMMUNITY LEADERS WHO MAKE HEALTH CARE DECISIONS BASED ON MEETING THE COMMUNITY'S HEALTH CARE NEEDS. AFFILIATED HEALTH CARE SYSTEM ROLES: SHARON REGIONAL HEALTH SYSTEM AND ITS WHOLLY OWNED SUBSIDIARY SHARON REGIONAL PHYSICIAN SERVICES (THE "HEALTH SYSTEM") OPERATE AN ACUTE CARE HOSPITAL FACILITY IN SHARON, PENNSYLVANIA. THE HEALTH SYSTEM PRIMARILY EARNS REVENUES BY PROVIDING INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES TO PATIENTS IN SHARON, PENNSYLVANIA, AND THE SURROUNDING AREA. THE HEALTH SYSTEM ALSO OPERATES A HOME HEALTH AGENCY AND A NUMBER OF PHYSICIAN CLINICS IN THE SAME GEOGRAPHIC AREA. THE HEALTH SYSTEM HAS CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDE THE ACCOUNTS AND TRANSACTIONS OF SHARON REGIONAL HEALTH SYSTEM, THE CONTROLLING PARENT, AND ITS AFFILIATE, SHARON REGIONAL PHYSICIAN SERVICES. SHARON REGIONAL HEALTH SYSTEM IS NOT AFFILIATED WITH ANOTHER HEALTHCARE SYSTEM. true CITY OF SHARON 155 W CONNELY BLVD SHARON PA 16146 256000883 CITY OF SHARON 33799 SUPPORT 1 MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 ALL REQUESTS FOR FINANCIAL ASSISTANCE BY 501(C)(3) & GOVERNMENT ORGANIZATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS AND MUST BE APPROVED PRIOR TO DISBURSING FUNDS. THE ORGANIZATION HAS SUFFICIENT CONTACT WITH THE GRANTEES TO MONITOR THE USE OF FUNDS AND THE PROGRESS OF THE SUPPORTED PROJECTS. X true false X X X X X true true false false false false false true false JOHN JANOSO 234764 0 30000 0 1328 0 32572 0 17074 0 315738 0 0 0 MATTHEW LIBURDI 158007 0 0 0 1220 0 22864 0 16769 0 198860 0 0 0 SUSAN GIBSON 233452 0 0 0 1729 0 19249 0 0 0 254430 0 0 0 JEFFREY A CHROBAK 190440 0 0 0 1414 0 121223 0 16362 0 329439 0 0 0 GEORGE C GARROW MD 398748 0 30000 0 552 0 16500 0 15307 0 461107 0 0 0 CYNTHIA SILE 348375 0 0 0 0 0 0 0 8567 0 356942 0 0 0 STEVEN RIGGALL 334769 0 25345 0 1584 0 0 0 15307 0 377005 0 0 0 JEFFREY GRYN 324128 0 0 0 552 0 16500 0 6367 0 347547 0 0 0 JAMIE ADAM 345450 0 0 0 14421 0 16500 0 15307 0 391678 0 0 0 LINDE FINSRUD WILSON 144595 0 0 0 1206 0 21250 0 6240 0 173291 0 0 0 JOHN DAVIDSON 142324 0 0 0 1512 0 11688 0 17101 0 172625 0 0 0 JOHN A ZIDANSEK 0 0 0 0 288166 0 0 0 0 0 288166 0 0 0 CLUB DUES SCHEDULE J, PART I, LINE 1A DURING THE FISCAL YEAR, THE ORGANIZATION PAID FAMILY SOCIAL MEMBERSHIPS FOR LINDE FINSRUD WILSON, JEFFREY CHROBAK, JOHN JANOSO, MATTHEW LIBURDI, JOHN DAVIDSON, AND SUSAN GIBSON. THE AMOUNT PAID WAS INCLUDED IN TAXABLE WAGES. SEVERANCE PAYMENTS SCHEDULE J, PART 1, LINE 4A JOHN A ZIDANSEK, FORMER PRESIDENT, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2011. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO PROVIDE A MARKET COMPETITIVE SUPPLEMENTAL RETIREMENT BENEFIT TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN DURING THE FISCAL YEAR: JEFFREY CHROBAK, JOHN JANOSO, MATTHEW LIBURDI, LINDE FINSRUD WILSON, AND SUSAN GIBSON. THE FOLLOWING AMOUNTS WERE ACCRUED DURING THE YEAR: JEFFREY CHROBAK $105,781 JOHN JANOSO $ 20,322 MATTHEW LIBURDI $ 14,798 LINDE FINSRUD WILSON $ 21,250 SUSAN GIBSON $ 7,916 NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 JOHN JANOSO RECEIVED A SIGNING BONUS DURING CALENDAR YEAR 2011 FOR HIS NEW CONTRACT AND NEW RESPONSIBILITIES AS THE ORGANIZATION'S CEO. SHARON REGIONAL HEALTH SYSTEM AUTHORITY 251599307 2006-07-27 10000000 MEDICAL BUILDING & EQUIPMENT false false false 0 0 10000000 0 0 0 69526 0 0 9930474 0 0 2006 false false true true false false false false 0 true false false false 0 false 0 false false X HUDSON HOLDING COKERRWOOD INVESTME SEE PART V. 143357 RENT false PBL ASSOCIATES LP SEE PART V. 125271 RENT false FIRST NATIONAL BANK OF PENNSYLVANIA SEE PART V. 339615 INTEREST, FEES false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS SCHEDULE L, PART IV, COLUMN B (1) HUDSON HOLDING COMPANY AND KERRWOOD INVESTMENTS ARE OWNED MORE THAN 35% BY BOARD MEMBER JOHN HUDSON. (2) PBL ASSOCIATES, LP, IS OWNED MORE THAN 35% BY A FAMILY MEMBER OF BOARD MEMBER JOHN HUDSON. (3) BOARD MEMBERS KENNETH JAMES, WILLIAM STRIMBU, AND STEPHEN GURGOVITS ARE BOARD MEMBERS OF FIRST NATIONAL BANK OF PENNSYLVANIA. ADDITIONALLY, ROBERT JAZWINSKI IS THE OWNER OF JFS WEALTH ADVISORS, OF WHICH THE ORGANIZATION PAID $48,829 FOR INVESTMENT SERVICES. LINDA PIDDINGTON, THE SISTER OF JAMES P EPSTEIN, RECEIVED COMPENSATION OF $2,422 DURING THE YEAR FOR HER SERVICES AS AN EMPLOYEE OF THE ORGANIZATION. THESE AMOUNTS ARE VOLUNTARILY REPORTED AS THEY ARE BELOW THE SCHEDULE L REPORTING THRESHOLDS. ALSO VOLUNTARILY REPORTED - WILLIAM STRIMBU'S WIFE IS COMPENSATED BY A RELATED ORGANIZATION, SHARON REGIONAL PHYSICIAN SERVICES. TOTAL COMPENSATION PAID WAS $50,544. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 VISION STATEMENT SHARON REGIONAL HEALTH SYSTEM WILL CONTINUE TO BE THE LEADING HEALTH CARE SERVICES PROVIDER WITHIN THE SHENANGO VALLEY AND SURROUNDING COMMUNITIES. THIS WILL BE ACCOMPLISHED THROUGH: -STRIVING TO CONTINUOUSLY UPHOLD AND IMPROVE THE QUALITY OF CARE. -PROVIDING A COMPREHENSIVE ARRAY OF SERVICES. -OPERATING IN A FISCALLY RESPONSIBLE MANNER MAINTAINING VIABILITY AND INDEPENDENCE. -MAINTAINING A QUALIFIED STAFF OF EMPLOYEES AND PHYSICIANS. -EDUCATING THE PUBLIC ON PREVENTATIVE HEALTH CARE AND WELLNESS. VALUE STATEMENT WE BELIEVE IN: -PROVIDING CARE TO OUR PATIENTS THAT STRESSES QUALITY, COMPASSION, AND RESPECT THROUGH COLLABORATIVE RELATIONSHIPS. -UNITING THE EFFORTS OF EMPLOYEES, PHYSICIANS, VOLUNTEERS, AND STUDENTS TO SERVE THE COMMUNITY. -MAINTAINING THE HIGHEST ETHICAL STANDARDS. PROGRAM SERVICE ACTIVITY #1 FORM 990, PART III, LINE 4A FACILITIES UTILIZED BY SHARON REGIONAL OUTPATIENTS INCLUDE THOSE ON THE MAIN CAMPUS IN SHARON (HOSPITAL, HOME HEALTH AGENCY, INTERVENTIONAL PAIN MANAGEMENT CENTER, AND SLEEP MEDICINE CENTER); THOSE IN THE SHARON REGIONAL MEDICAL PARK IN HERMITAGE (ADVANCED WOUND RECOVERY CENTER, BEHAVIORAL HEALTH SERVICES, CANCER CARE CENTER, HOSPICE, CORPORATE HEALTH SERVICES, DIABETES CENTER, DIAGNOSTIC & IMAGING CENTER, EAR/NOSE/THROAT AND HEARING CENTER, HERMITAGE THERAPEUTIC POOL, SPORTS MEDICINE SERVICES, AND REHAB CENTER); PLUS THOSE IN OTHER COMMUNITY LOCATIONS (MERCER FAMILY MEDICINE CENTER, GREENVILLE BEHAVIORAL HEALTH SERVICES, BROOKFIELD FAMILY MEDICINE CENTER, AND HUBBARD DIAGNOSTIC & SPECIALTY CENTER). PROGRAM SERVICE ACTIVITY #3 FORM 990, PART III, LINE 4C THE EMERGENCY CARE CENTER DEPARTMENT RECENTLY PARTNERED WITH AREA AMBULANCE FIRMS TO PROVIDE THE CAPABILITY FOR THE TRANSMISSION OF 12-LEAD EKG RESULTS FROM THE FIELD DIRECTLY INTO THE EMERGENCY DEPARTMENT TO ACTIVATE THE EMERGENCY HEART ATTACK TEAM TO PRODUCE EVEN FASTER DOOR-TO-BALLOON TIMES. SHARON REGIONAL IS RECOGNIZED BY EMMCO WEST, INC AS THE ONLY STEMI HOSPITAL (CAPABLE OF PERFORMING LIFESAVING EMERGENCY ANGIOPLASTY) IN A THREE COUNTY AREA. IN ADDITION, THE EMERGENCY CARE CENTER OFFERS HIGHLY SPECIALIZED AREAS FOR THE TREATMENT OF TRAUMA, CHEST PAIN, ORTHOPEDIC PATIENTS, GYNECOLOGICAL CONDITIONS, PLUS A HAZARDOUS MATERIALS DECONTAMINATION ROOM. THE CENTER ALSO OFFERS EXPRESS CARE FOR THE FASTER TREATMENT OF MINOR ILLNESSES AND INJURIES. OFFICER RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 WILLIAM STRIMBU, KENNETH JAMES, AND STEPHEN GURGOVITS HAVE A BUSINESS RELATIONSHIP. ADDITIONALLY, DAVID D'AMORE AND CAROLYN D'AMORE HAVE A FAMILY RELATIONSHIP. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS DURING THE FISCAL YEAR. SIGNIFICANT CHANGES ARE AS FOLLOWS: -THE BYLAWS NOW SPECIFICALLY NAME AN ALTERNATE VICE CHAIR AND CHIEF EXECUTIVE OFFICER AS OFFICERS, AND THAT ANY OF THE OFFICES MAY BE HELD BY THE SAME PERSON. THE OFFICES OF CHAIR, VICE CHAIR, SECRETARY, TREASURER, ASSISTANT SECRETARY, AND ASSISTANT TREASURER ARE ELECTED OFFICES. THE ASSISTANT SECRETARY AND ASSISTANT TREASURER DO NOT HAVE TO BE BOARD MEMBERS. THE TERM OF OFFICE FOR OFFICERS IS NOW SET AT 2 YEARS, AND OFFICERS ARE NOT ALLOWED TO SERVE MORE THAN 3 CONSECUTIVE 2-YEAR TERMS. OFFICERS CAN BE RE-ELECTED TO AN OFFICE AFTER BEING OUT OF THAT OFFICE FOR A MINIMUM OF 2 YEARS. -THE OFFICES OF CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, PRESIDENT, AND VICE PRESIDENT ARE APPOINTED OFFICES. THE BOARD APPOINTS THE CEO, WHO IN TURN APPOINTS THE OTHER APPOINTED OFFICERS. THE APPOINTED OFFICER POSITIONS HAVE NO SET TERM OF OFFICE. -THE REVISED BYLAWS SPECIFICALLY OUTLINE THE RESPONSIBILITIES OF THE CHIEF EXECUTIVE OFFICER TO INCLUDE MANAGEMENT OF THE HEALTH SYSTEM, ATTENDING GOVERNING BODY AND MEDICAL STAFF MEETINGS, APPOINTING THE HEADS OF ADMINISTRATIVE DEPARTMENTS, AND REVIEWING THE ANNUAL AUDIT OF THE FINANCIAL OPERATIONS OF THE HEALTH SYSTEM, AMONG OTHER THINGS. -THE DUTIES OF THE PRESIDENT ARE TO BE ASSIGNED BY THE BOARD OR THE CEO. THE DUTIES OF THE VICE PRESIDENTS AND CHIEF OPERATING OFFICER ARE TO BE ASSIGNED BY THE CEO. REVIEW OF THE FORM 990 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT TAX ADVISORS WITH INFORMATION SUPPLIED BY THE CHIEF FINANCIAL OFFICER, DIRECTOR OF FINANCE AND OTHER FINANCIAL MANAGERS, AND LEGAL COUNSEL. THE PREPARED 990 IS SUBMITTED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. THE CHIEF FINANCIAL OFFICER PROVIDES A FULL AND COMPLETE COPY OF THE FORM 990 TO THE MEMBERS OF THE BOARD OF DIRECTORS IN ADVANCE OF THE REGULAR MEETING OF THE BOARD OF DIRECTORS. AT THE REGULAR MEETING, THE CHIEF FINANCIAL OFFICER ACCEPTS QUESTIONS OR COMMENTS TO THE FORM 990. THE BOARD APPROVES SUBMISSION OF THE FORM 990 TO THE IRS BY MOTION AND VOTE IN ACCORDANCE WITH ITS BYLAWS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF SHARON REGIONAL HEALTH SYSTEM MAINTAINS A WRITTEN POLICY DEFINING CONFLICT OF INTERESTS OF ITS DIRECTORS AND OFFICERS. ALL NEW DIRECTORS AND OFFICERS ARE ORIENTED TO THIS POLICY. ANNUALLY, THE OFFICERS AND THE MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE POLICIES AND EACH DIRECTOR AND OFFICER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE. THE CHAIRMAN OF THE BOARD OF DIRECTORS REVIEWS ALL RESPONSES, CONSULTS WITH LEGAL COUNSEL, AND PROVIDES THE QUESTIONNAIRES TO SHARON REGIONAL'S AUDITORS. THE CHAIRMAN CONSIDERS COMMITTEE MEMBERSHIP AND RECUSAL FROM DISCUSSION AND VOTES IN LIGHT OF POTENTIAL CONFLICTS AND BOARD MEMBERS ROUTINELY VOLUNTARILY RECUSE THEMSELVES EVEN IF THE CONFLICT IS ONLY PERCEIVED. COMPENSATION DETERMINATION FORM 990, PART VI, SECTION B, LINES 15A & 15B THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS THE COMPENSATION OF THE OFFICERS OF SHARON REGIONAL HEALTH SYSTEM AND THE BOARD OF DIRECTORS APPROVES THESE RECOMMENDATIONS ANNUALLY. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS WHO HAVE NO INTEREST WITH THE OFFICERS. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT TO REVIEW MARKET DATA AND ESTABLISH COMPENSATION RANGES FOR EACH OFFICER IN COMPARISON WITH SIMILAR EXECUTIVE POSITIONS AT SIMILARLY SIZED HOSPITALS AND HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND ACCEPTS THE PERFORMANCE REVIEWS CONDUCTED BY THE CHIEF EXECUTIVE OFFICER OF THE OTHER OFFICERS. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE WHEN IT IS LEGALLY REQUIRED. RELATED HOURS FORM 990, PART VII, SECTION A THE FOLLOWING OFFICERS WORK APPROXIMATELY 40 HOURS PER WEEK BETWEEN SHARON REGIONAL HEALTH SYSTEM AND SHARON REGIONAL PHYSICIAN SERVICES, A RELATED ORGANIZATION: JOHN JANOSO, LINDE FINSRUD WILSON, JEFFREY A CHROBAK, JOHN DAVIDSON, AND MATTHEW LIBURDI. THE FOLLOWING BOARD MEMBERS ALSO SERVE ON THE BOARD OF DIRECTORS OF SHARON REGIONAL PHYSICIAN SERVICES, A RELATED ORGANIZATION: JAMES EPSTEIN, WILLIAM PERRINE, ROBERT G LIPTAK, AND KENNETH JAMES. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE $( 1,273,000) UNREALIZED LOSS ON INVESTMENTS ( 1,721,260) NET EARNINGS OF TAX-EXEMPT AFFILIATE (11,392,524) DEFINED BENEFIT PLANS (17,830,468) ------------- TOTAL $(32,217,252) SHARON REGIONAL HEALTH SYSTEM AUXILIARY 740 EAST STATE STREET SHARON PA 16146 251768501 AUXILIARY PA 229961 33451 SRHS SHARON REGIONAL PHYSICIAN SERVICES 740 E STATE ST SHARON PA 16146 251640802 PHYS PRACTICE PA 501(C)(3) 9 SRHS true CHATWOOD COMMONS CONDO ASSOCIATION 740 E STATE ST SHARON PA 16146 251678608 REAL ESTATE PA SRHS EXCLUDED -3792 5572 false 0 false 0.77650 true false false false false false false false true false true false true true false false false false SHARON REGIONAL PHYSICIAN SERVICES A 36940 FMV SHARON REGIONAL PHYSICIAN SERVICES N 227170 FMV