🏥 IRS Form 990 Schedule H — Community Benefit
Tax-exempt health systems must document community benefit spending on Schedule H of IRS Form 990.
Category Annual Amount % of Total Expenses Prior Year Change Status
Financial Assistance (Charity Care) $8,240,000 2.1% $7,890,000 +4.4% On Track
Unreimbursed Medicaid $24,100,000 6.2% $22,300,000 +8.1% On Track
Unreimbursed Medicare $12,800,000 3.3% $13,200,000 -3.0% Monitor
Community Health Improvement $1,840,000 0.5% $1,620,000 +13.6% On Track
Health Professions Education $3,200,000 0.8% $3,100,000 +3.2% On Track
Research $890,000 0.2% $750,000 +18.7% On Track
Cash & In-Kind Contributions $420,000 0.1% $380,000 +10.5% On Track
TOTAL $51,490,000 13.2% $49,240,000 +4.6% Exceeds Threshold
✓ Benchmark Met: IRS guidance suggests 5%+ of expenses for community benefit. Your organisation at 13.2% exceeds this threshold significantly.
⚕️ Health Equity Programme
Social determinants of health screening, CHNA compliance, and disparity reduction initiatives
67%
SDOH Screening Rate
Above national avg. (58%)
2024
CHNA Completion
Current — on schedule
On Track
Implementation Strategy
Pending 2024 update
12
Active Disparity Programmes
Across 4 population groups
Community Health Needs Assessment (CHNA)
✓
Last CHNA Completed
2024 — required every 3 years
Current
✓
Next CHNA Due
2027 — 3 years from last assessment
2027
▲
Implementation Strategy Filed
Yes — pending 2024 update to reflect new CHNA findings
Pending Update
✓
Wide Community Input Collected
Community surveys, focus groups, and public health data integrated
Complete
✓
CHNA Published to Website
IRS requires public availability of CHNA report
Published
Health Disparity Interventions
Population Group Identified Disparity Intervention Status Impact Metric
Black/African American Hypertension management Community health worker programme Active 12% reduction in uncontrolled HTN
Hispanic/Latino Diabetes prevention Culturally adapted diabetes programme Active 8% increase in A1c control
Uninsured Preventive care access Community benefit clinics Active 2,400 patients served
Rural Communities Mental health access Telehealth expansion Planning Launch Q3 2026
🌍 Environmental Sustainability Metrics
Operational environmental footprint and progress towards net zero commitments
Healthcare Context: Hospitals account for approximately 4.4% of US greenhouse gas emissions and are one of the top 5 energy-consuming building types. Proactive measurement and disclosure is increasingly expected by CMS, state regulators, and capital markets.
⚡ Energy Consumption
48,200 MWh/yr
↓ 3.2% vs prior year
📊 Target: 45,000 by 2028
💧 Water Usage
82M gallons/yr
↑ 1.1% vs prior year
📊 Target: 78M by 2028
⚕ Medical Waste — Regulated
245 tons/yr
↓ 8.4% vs prior year
✓ On track
🗑 Medical Waste — Non-regulated
1,842 tons/yr
↑ 2.3% vs prior year
⚠️ Review needed
🌀 Carbon Footprint (Scope 1+2)
28,400 tCO₂e
↓ 5.1% vs prior year
🎯 Net Zero Target: 2050
🏭 Supply Chain Sustainability
42% assessed
New metric
📊 Target: 75% by 2027
Net Zero 2050 Commitment
Health system has committed to net zero by 2050, with interim targets of 50% reduction by 2030. Current trajectory: 5.1% annual reduction.
NET ZERO 2050
22% of journey complete
🤖 AI Sustainability Report Generator
Generate ISSB S1/S2 aligned sustainability disclosures and community benefit narratives for your annual report.
🤖 AI-Generated Sustainability Report
Executive Summary
Governance Disclosure (ISSB S1)
Climate Strategy & Risk (ISSB S2)
Community Benefit Narrative (990 Schedule H)
Health Equity Summary
Environmental Progress
Forward-Looking Statements
Recommended Disclosures
📊 ESG Benchmarking
Compare your sustainability metrics against healthcare industry benchmarks from Press Ganey, Leapfrog, and Vizient.
Metric Your Organisation Industry Median Percentile Interpretation
Community Benefit % 13.2% 9.8%
75th
Above median ✓
Carbon Intensity (tCO₂e/$M revenue) 82 95
65th
Better than median ✓
Renewable Energy % 18% 22%
40th
Below median — opportunity
Charity Care % 2.1% 2.8%
35th
Below median — review policy
SDOH Screening Rate 67% 58%
60th
Above median ✓
Data sources: Press Ganey 2024 Healthcare ESG Benchmarking Survey, Leapfrog Group Hospital Survey, Vizient Clinical Database & Resource Guide. Benchmarks reflect fiscal year 2023 reported data from 1,200+ US health systems.