St Luke'S Hospital - Carbon Campus

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. The organization's form 990 reflects no top five independent contractors for services and reports that no forms 1099 were filed with the internal revenue service ("irs"). St. Luke's hospital of bethlehem, pennsylvania, a related internal revenue code section 501(c)(3) tax-exempt organization pays all outstanding accounts payable invoices on behalf of this organization. In conjunction with this service, st. Luke's hospital of bethlehem, pennsylvania also prepares and issues forms 1099 to these vendors receiving payments where applicable and files these forms 1099 with the irs. St. Luke's hospital of bethlehem, pennsylvania allocates these payments to the organization via an intercompany account. In addition, this organization's form 990 reflects no compensated individuals from this entity. St. Luke's hospital of bethlehem, pennsylvania issues forms w-2 to individuals who provide services at st. Lukes hospital carbon campus, and files the applicable forms with the internal revenue service. St. Luke's hospital of bethlehem, pennsylvania allocates these payments to this organization via an intercompany account.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Serves as the parent organization of the network. St. Luke's health network, inc. And st. Luke's hospital of bethlehem, pennsylvania; both related internal revenue code section 501(c)(3) tax-exempt organizations within the network, provide various corporate related services and/or provide clinical and support personnel to various network entities; including this organization. The services may include, but are not limited to, executive, legal and risk management, compliance and governance, human resources and finance (accounting, payroll, accounts payable) as well as clinical and support personnel. The costs associated with these services are paid for by st. Luke's hospital of bethlehem, pennsylvania; a related internal revenue code section 501(c)(3) tax-exempt organization. St. Luke's hospital of bethlehem, pennsylvania allocates a portion of the costs for these corporate services to various network entities subject to approval by st. Luke's health network. In addition, the st. Luke's health network, inc. Senior management personnel reported on their respective parent form 990 are issued forms w-2 from st. Luke's hospital of bethlehem, pennsylvania.”

“St. Luke's health network, inc. Is the sole member of this organization. St. Luke's health network, inc. Has the right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. The organization's federal form 990 was provided to each voting member of the organization's governing body (its board of trustees) prior to the filing with the internal revenue service ("irs"). In addition, the st. Luke's university health network finance committee was updated as to this organization's current year form 990 prior to filing. St. Luke's health network, inc. Board of trustees has delegated to the finance committee the responsibility to oversee and coordinate the federal form 990 preparation and filing process for the tax-exempt affiliates of the network. As part of the organization's federal form 990 tax return preparation process the organization hired a professional certified public accounting ("cpa") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the network's finance personnel, including its senior vice president of finance, vice president of finance, director of accounting and various other network individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the network's internal working group for their review. The network's internal working group reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the network's internal working group for final review and approval prior to presentation of the federal form 990 to the members of the st. Luke's health network, inc. Finance committee. Thereafter, the final federal form 990 was provided to each voting member of the organization's governing body prior to filing with the irs.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. The network has a written conflict of interest policy and regularly monitors and enforces compliance with that policy. The policy requires that a conflict-of-interest disclosure form consistent with best governance practices and internal revenue service guidelines be circulated to officers, trustees, board committee members and senior management annually. The network's compliance department, including its corporate compliance officer and senior vice president/general counsel, assume responsibility for the completion of the conflict-of-interest questionnaires and enforcement with the policy. If a trustee discloses an interest that could give rise to a conflict, the trustee's potential conflict may be disclosed to the organization's governing body, which evaluates the conflict and its potential impact on the trustee's participation on the board. After consultation and discussion, the board of trustees may take action, if appropriate and necessary, to address any such conflict in a manner consistent with the network's conflict of interest policy.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. Compensation review executive compensation for the network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's board of trustees. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the board of trustees and who works directly with the executive compensation committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Please refer to the schedule j, part iii response to schedule j, part i, question 3 for additional information.”

“The organization's filed certificate of incorporation and any amendments can be obtained and reviewed through the commonwealth of pennsylvania.”

“Core form, part vii and schedule j reflect certain individuals and officers receiving compensation and benefits from a related organization. Please note this remuneration was for services rendered as full-time employees of this organization or a related organization and not for services rendered as a voting member or officer of this organization's board of trustees.”

“John L. Nespoli AND ALDO CARMONA, M.D. ARE VOTING MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS ARE NOT COMPENSATED FOR SERVING AS VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. SCOTT R. WOLFE IS THE CHIEF FINANCIAL OFFICER OF THE NETWORK. MR. WOLFE IS INCLUDED ON THIS FORM 990 BECAUSE DURING THE FISCAL YEAR ENDED JUNE 30, 2024 HE SERVED AS THE TOP FINANCIAL OFFICIAL OF ST. LUKE'S UNIVERSITY HEALTH NETWORK. DR. CARMONA and Mr. Wolfe received a federal form w-2 from St. Luke's hospital of Bethlehem Pennsylvania; a related internal revenue code section 501(c)(3) tax-exempt organization. DR. CARMONA AND MR. WOLFE'S reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within Core Form, Part VII and Schedule J of the St. Luke's Health Network, Inc. (EIN: 23-2384282) Federal Form 990. Please refer to the St. Luke's Health Network, Inc. Federal form 990 for this information. JOHN L. NESPOLI, PRESIDENT OF St. Luke's Carbon and Lehighton Campus, IS INCLUDED AS AN OFFICER WITHIN THIS ORGANIZATION'S FEDERAL FORM 990. MR. NESPOLI RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA. MR. NESPOLI'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213) FEDERAL FORM 990. PLEASE REFER TO THE ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA FORM 990 FOR THIS INFORMATION.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. Certain board of trustee members and officers listed on core form, part vii and schedule j of this form 990 may hold similar positions with both this organization and other affiliates within the network. The hours shown on this form 990 for board members who receive no compensation for services rendered in a non-board capacity, represents the estimated hours devoted per week for this organization. To the extent these individuals serve as a member of the board of trustees of other related organizations within the network, their respective hours per week per organization are approximately the same as reflected on core form, part vii of this form 990. The hours reflected on core form, part vii of this form 990, for individuals who receive compensation for services rendered in a non-board capacity, paid officers and key employees, reflect total hours worked per week on behalf of the network; not solely this organization.”

“St. Luke's Carbon Hospital opened on Nov. 20, 2021. The three-story 52-patient-room, 160,000 square-feet facility is the largest campus of its kind in the history of Carbon County and the first new hospital built in the county in 65 years. It is the centerpiece of the network's new 108-acre technologically advanced, multipurpose, rural medical and wellness complex. The hospital is recognized by the internal revenue service (IRS) as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, St. Luke's Carbon Campus provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, St. Luke's Carbon Campus operates consistently with the following criteria outlined in the IRS revenue ruling 69-545: 1) St. Luke's Carbon Campus provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2) St. Luke's Carbon Campus operates an active emergency room for all persons; which is open 24 hours a day, seven days a week, 365 days per year; 3) St. Luke's University Health Network maintains an open medical staff, with privileges available to all qualified physicians; 4) Control of St. Luke's Carbon Campus rests with its Board of Directors and the Board of Trustees of St. Luke's Health Network, Inc., D.B.A. St. Luke's University Health Network. All boards comprise a majority of independent civic leaders and other prominent members of the community, as well as physicians on the hospital/network medical staff; and 5) Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care programs and activities. The operations of St. Luke's Carbon Campus, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of St. Luke's Carbon Campus is for the benefit of the public and that no part of the income or net earnings of the organization inures to the benefit of any private individual, nor is any private interest being served other than incidentally. Mission ======= The mission of St. Luke's Carbon Campus is to care for the sick and injured and improve our community's health regardless of a patient's ability to pay. Vision ====== The vision of St. Luke's Carbon Campus is to be the preferred hospital in Carbon County for high-quality, cost-effective care and outstanding service. The mission will be accomplished by the following: - Making the patient our highest priority. - Promoting healthy lifestyles and continuously improving care provided to heal the sick and injured. - Coordinating and integrating services into a seamless, easily accessible system of care. - Improving the level of service provided throughout the network. - Ensuring all health care services are relevant to the needs of the community. - Striving to maximize the satisfaction of our patients, employees, medical staff and volunteers and, - Training allied health professionals, nursing and medical students and residents and fellows and attracting them to practice within our network's service area. Overview ======== St. Luke's Carbon Campus underscores St. Luke's commitment to the health and well-being of the community. The campus provides quality services that keep people healthy physically, emotionally and spiritually and ultimately enhance the health status of area residents. Located off Harrity Road in Franklin Township, Lehighton, the campus ensures that ill and injured patients can receive excellent care close to home. In FY 24, St. Carbon Campus provided care for 4,378 admissions and observations, 21,597 emergency department visits and 48,790 outpatient visits. St. Luke's Carbon Campus redefines healthcare access, convenience and quality. Onsite, there is a 30-bed emergency room, 24/7 crit”

“The campus is also home to The Adult and Older Adult Behavioral Health Units and St. Luke's Psychiatric Associates - Lehighton. In the summer of 2022, St. Luke's opened the region's first behavioral health walk-in outpatient center. Open every day, patients 14 and older can seek help with conditions such as anxiety, panic attacks, depression, grief, thoughts of self-harm, mood swings, anger and school phobia in a comfortable, non-intimidating environment. Patients must come willingly. In FY 2022, the Carbon County Veteran's Affairs Office opened a satellite office at St. Luke's Lehighton campus. Carbon County with approximately 5,000 veterans, has led the state in veteran suicides, according to Center for Rural Pennsylvania Data. Locating the office in a hospital facilitates and encourages veterans coping with behavioral health issues to seek help available at the campus. Community Outreach ================== St. Luke's University Health Network (SLUHN) conducts a Community Health Needs Assessment (CHNA) every three years as part of the Patient Protection and Affordable Care Act. Through our analysis of primary and secondary data, including the CHNA key informant interviews, forums, and surveys with community members, we see significant issues related to social determinants of health (SDOH) facing our communities. Our efforts in prevention, care transformation, research, and partnerships help support our work to implement sustainable initiatives that focus on a wide range of health and quality of life outcomes. Through collaborations with community and Network partners, the Department of Community Health (Community Health) aims to promote a more equitable society with improved health outcomes, especially within the Network's most vulnerable populations. Community Health's mission is to create pathways for equity toward measurable health outcomes through advocacy, access, and navigation of resources for partners and underserved communities. The Department envisions a community where everyone has access to exceptional healthcare built on a foundation of trust and compassion. SLUHN partners with local schools, civic organizations, and provides community resources to improve the health of the residents of Carbon and Schuylkill counties and the surrounding area. Community Health Liaisons and Community Health Workers (CHW) build trust in the community to improve access to care, services, and resources. Established pathways strengthen connections to primary care, social services, food access, financial literacy, career mentoring, and workforce development. The overarching top priority that emerged from the results of the 2022 CHNA was access to care. This prioritizes access to primary care, mental health, dental care, and other services, with an emphasis on promoting connections to care for underserved communities. Strategies to support vulnerable populations include a comprehensive approach in our urban and rural communities and school-based efforts in high-need schools and school districts. Schools serve as a community hub and provide sustainable access points to connect with students, families, and the surrounding community. Based on the identified needs and priorities, each campus develops plans and sustainable initiatives to improve the health of the community. St. Luke's Carbon and Lehighton Campuses supports the Community Health Needs Assessment (CHNA) priority areas that are identified within the campus service area by collecting and analyzing data and community input. The St. Luke's Carbon and Lehighton 2025 CHNA Community Forum was held on April 26, 2024, and engaged 17 external and 13 internal partners. Partner input and feedback was integrated into the strategy and response for implementing evidence-based community health initiatives in the communities we serve. Overall, 2022 assessment results highlight three main priority focus areas for our community health initiatives that include improving access to care, preventing”

“Carbon Collaborative: St. Luke's Community Health partners with the Carbon County Interagency Collaborative to provide consistent communications and support. More than 100 Carbon County social service organizations and nonprofit partners are represented, with over 35 regularly contributing to collaborative meetings. The committee identifies gaps, barriers, and opportunities and prioritizes how to best align existing services and strengthen connections to care, education, and resources. Additionally, several subcommittees and initiatives are established to build capacity for key community needs (e.g., transportation, literacy, early childhood education, prevention efforts, homeless task force). Transportation: St. Luke's transportation services, in collaboration with Lyft and Uber rideshare, ensures access to care by supporting rides to and from appointments. Transportation initiatives supported by SLUHN align with the primary goal of improving access to primary care for homeless and near homeless populations. By providing complimentary Lyft and Uber rides to and from appointments with primary care doctors and other specialists, this initiative allows patients to receive routine care in a timely manner, with the added goal of reducing the frequency and overuse of Emergency Department resources. More than $900,000 in Lyft and Uber rides were provided for services Network-wide. Carbon County School Districts: St. Luke's University Health Network (SLUHN) school-based staff provide services to students and families in the Panther Valley School District (PVSD) and our Community Health Workers (CHW) help support programs and initiatives at Carbon County School Districts. St. Luke's staff also help to implement a food pantry for PVSD families facing food insecurity. In collaboration with the St. Luke's Rural Health Centers and with support from CHWs, connections to care were established to improve access to school physicals, vaccinations, education, and resources. The Star Community Health Dental Van partnered with 11 local schools during FY24 providing services to 555 patients, including 452 sealants and 119 restorations. The Carbon County schools the dental van visits are Panther Valley Elementary, Intermediate and High School, SS Palmer Elementary School, Weatherly Elementary School, Behavioral Health Associates (BHA), as well as visits to PathStone Lehighton Head Start. Priorities in Panther Valley School District (PVSD) aligned with the Community School Model to connect students and their families to a medical home, vision, dental, behavioral health services, and other social services. During FY24, through the Mobile Youth Health Centers, 73 unique students were provided care and services through 73 encounters and consistent connection to care with school-based coordinators. Preventing Chronic Disease -------------------------- Community Supported Agriculture: St. Luke's Community Supported Agriculture (CSA) donated 22 shares of fresh fruits and vegetables from the St. Luke's Anderson Rodale Organic Farm to PathStone Head Start families. The Panther Valley Community Food Pantry was held monthly at Panther Valley Elementary and parent outreach services were provided at the pantry. The CSA invested a total of $12,440 as revenue for local farmers. Older Adult Meal Program: The Carbon Campus Older Adult Meals Program is designed to provide subsidized meals to adults 65 and older at the Carbon Campus cafeteria, which served 6,101 meals during FY24. This initiative addresses food security and loneliness among older adults. Food Security: The Rural Health Center food access partnership was implemented to improve patient intake of fresh produce to help support healthy eating habits. The VALOR Foundation Stand Down Lansford for veterans provided quarterly food access support services. Physical Activity: Get Your Tail on the Trail is a free program created in 2013 by SLUHN and Delaware & Lehigh National Heritage Corridor. The program aims”

“Behavioral Health Walk-in Center: St. Luke's Psychiatric Associates' behavioral health walk-in center is located at the Lehighton Campus, offers a welcoming and comfortable, nonresidential environment for those dealing with a variety of mental health issues. Those seeking services or support for a non-life-threatening mental health circumstance will be greeted by a medical receptionist and will be assessed by a professional crisis intervention specialist in a relaxed, non-clinical environment. Individuals will be evaluated and provided with the resources and/or referrals needed to deal with the immediate situation. This may include psychotherapy sessions or connections other community resources (e.g., Veterans Affairs) and specialists. A case manager may be assigned to provide ongoing support. St. Luke's Penn Foundation Education: St. Luke's Penn Foundation Mental Health provides educational lectures series, videos, and podcasts during the year on topics such as Recognizing Signs and Symptoms of Childhood Anxiety and Depression and Interventions that Parents Can Use. St. Luke's "Just STARt the Conversation: a dialogue on mental health" podcast is available throughout the community to discuss timely topics in mental health. Over 30 episodes discuss topics ranging from Dealing with a Loved One's Addiction as a Family to Youth Sports and Mental Health. St. Luke's Wellness 101 show is fun and educational, and the short video series is designed to help students 12 + and adults thrive (with over 100 episodes). Wellness 101 Junior is for children ages 6-12 with 30 episodes to choose from that range in topics from sleep to how to ask for help. Partnerships and Collaborations ------------------------------- - Area Health Education Center (AHEC) - Blue Mountain Ski Resort Community partnership - Carbon County Area Agency on Aging - Carbon County Transit - Carbon County KidZone - Carbon County Interagency Collaborative Council - Carbon County Mental Health - Carbon County Technical Institute - College and Carbon County CareerLink Career Mentoring - Carbon County Veteran Affairs - Houser Newman - Panther Valley School District - Waverly School District - Lehighton School District - Palmerton School District - Jim Thorpe School District - Weatherly School District - PathStone Head Start - Pennsylvania State Police Sponsorship =========== In FY 24, St. Luke's Carbon Campus provided community sponsorships to the following organizations serving our mutual community populations in need: - Blue Mountain Resort - Blue Mountain School District - Bo Thach Foundation - Carbon County Community Foundation - Bowmanstown Area Residents Connected (BARC) - Boyertown Area School District - Carbon County Community Foundation - City of Hazleton Parks & Rec - Dream Come True, Blue Ridge Chapter - Hippie 5K - Lehigh Carbon Community College - Lehighton Area School District - North Schuylkill School District - Northern Lehigh Area School District - Palmerton Area School District - Schuylkill Haven School District - Schuylkill League, In. - Tamaqua's Safer Streets for Little Feet Volunteers ========== In FY 24, St. Luke's Carbon Campus volunteers provided 4572 volunteer hours.”

“SCOTT R. WOLFE is the CHIEF FINANCIAL OFFICER of St. Luke's University Health Network ("Network"). Mr. WOLFE receives a Federal Form W-2 from St. Luke's Hospital of Bethlehem Pennsylvania; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization. However, his common law employer/employee relationship is with St. Luke's Health Network, Inc. Accordingly, St. Luke's Health Network, Inc. (EIN: 23-2384282) filed a 2023 federal form 4720 which included remittance of excise tax related to their compensation in excess of $1m.”

“Other changes in net assets or fund balances include: - restructuring costs - ($36,596); - pledges received - ($67,901); - loss on retirement/purchase of bonds - ($30,672); - net assets released from restrictions for operations - ($83,479); and - allowance for pledges written off - ($1,843).”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. An independent cpa firm audited the consolidated financial statements of the taxpayer and its controlled affiliates for the years ended june 30, 2024 and june 30, 2023; respectively, and issued a consolidated financial statement with consolidating schedules by entity. An unmodified opinion was issued each year by the independent cpa firm. The network's finance committee assumes responsibility for oversight of the audit of the network's consolidated financial statements and the selection of an independent auditor.”