Education event

Financial Reporting for Community Benefit Programs Webinar
A line-by-line analysis of what can and should be included in IRS Form 990, Schedule H

Register now
June 29, 2017
10:00 a.m. – 12:00 p.m., Pacific Time

Overview

Every year, not-for-profit hospitals must provide the IRS with a report of their community benefit investments in IRS Form 990, Schedule H.

What counts as community benefit? This webinar will walk you line-by-line through the IRS Form 990, Schedule H and explain what does and does not qualify as a community benefit activity for reporting purposes. You’ll learn about the nuances of reporting, as well as potential issues and opportunities you may not have considered for each of the reporting areas. Practical guidance and strategies for accurate accounting will also be provided.

Make sure your hospital’s good work is reported accurately. Register online today.

Recommended for:

Not-for-profit hospital executives, including chief financial officers, chief operating officers, compliance officers, government and public relations, community benefit directors and governing board members.

Agenda

Overview and Background

  • Defining community benefit programs — requirements
  • Ways to demonstrate community need — CHNA and more

IRS Form 990, Schedule H, Community Benefit Table

  • What the IRS expects, form basics
  • Key accounting principles for community benefit — GAAP, compliance monitoring, audit trails
  • Activities or programs that do NOT count — pitfalls to avoid

Line-by-Line — Pinpointing Issues and Opportunities

  • Financial assistance
  • Ratio of patient care cost to charges
  • Medicaid and other means-tested government programs
  • Community health improvement services and community benefit operations
  • Health professions education
  • Subsidized health services
  • Research
  • Cash and in-kind contributions for community benefit
  • Other benefits

Faculty

Keith Hearle is founder and president of Verité Healthcare Consulting and has nearly 30 years of health care consulting, management and policy analysis experience. Notably, for the Catholic Health Association, Mr. Hearle developed a hospital community benefit accounting and reporting system and co-authored Social Accountability Budget, as well as authored the accounting chapters, worksheets and other materials in the Association’s Guide to Planning and Reporting Community Benefit. At the request of IRS officials, Mr. Hearle drafted major sections of the instructions for completing the IRS Form 990, Schedule H.

CEs

Full participation in the webinar is required to receive professional continuing education (CE) credit. The registrant must complete an online evaluation, attest to participation and, when required, provide a professional license number.

Health Care Executives — CHA is authorized to award 2.0 hours of pre-approved ACHE Qualified Education credit for this program toward advancement, or recertification, in the American College of Healthcare Executives. Participants in this program who wish to have the continuing education hours applied toward ACHE Qualified Education credit must self-report their participation. To self-report, participants must log into their MyACHE account and select ACHE Qualified Education Credit.

Important note: While more than one individual from your organization may listen to the webinars, CEs will only be awarded to the registrant.

Tuition

Members $185
Nonmembers $250
Multiple staff can participate from one location for one tuition fee.

Members are CHA member hospitals, CHA associate members and government agencies. Nonmembers are limited to non-hospital health care providers, clinics, post-acute facilities, and consultants, insurance companies, law firms and other entities that serve hospitals. Education programs and publications are a membership benefit and are not available to eligible nonmember California hospitals.

Cancellation Policy/Late Payment: A $50 nonrefundable processing fee will be retained for each cancellation. Cancellations must be made in writing seven or more business days prior to the scheduled session and emailed to education@calhospital.org. No refunds will be made after these dates. Substitutions are encouraged. Please note that payment is due on or before the program. Payments not received by the program date may be subject to a 10% late fee. In the unlikely event the program is cancelled, CHA will fully refund paid participants within 30 days.

Special Accommodations or Questions: If you require special accommodations pursuant to the Americans with Disabilities Act, or have other questions, please call (916) 552-7637.

Commands