🏥 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.