What Counts as Community Benefit?
An online educational opportunity sponsored by CHA and VHA Inc.

To report or not report? That is the question that keeps coming to CHA staff related to community benefit planning and reporting!

This one-hour webinar will review the basic guidelines from the IRS Form 990, Schedule H Instructions and from CHA’s best-selling resource, A Guide for Planning and Reporting Community Benefit.

Presenters will speak to some of the frequently asked questions they receive as well as to some of the “sticky” questions submitted to CHA’s “What Counts Hotline.” Through providing timely, relevant examples, this online educational event will help clarify guidance around what should and should not be reported within each community benefit category.


At the conclusion of this webinar, participants will be able to:

  • Describe the criteria for determining if a program or activity is a community benefit.
  • Express examples of recommended activities that should and should not be reported within categories of community benefit.

Who Should Attend

  • CFOs and their staffs
  • Community benefit leaders
  • Mission leaders with responsibility for community benefit
  • Legal counsel and compliance officers


Oct. 28, 2014
2 to 3 p.m. ET (Please adjust accordingly for your time zone)

Registration Fee:
CHA member: free
VHA members: free
Other registrants: $60

Need an account? Sign up today.
Questions? Email CHA or call (800) 230-7823.

VHA MEMBERS: DON’T FORGET TO INSERT THE SPECIAL VHA-MEMBER DISCOUNT CODE TO RECEIVE THE FREE REGISTRATION. If you have forgotten the code, contact Sheari Carruth at or (202) 354-2602.

ACHI is a strategic partner of CHA and has arranged a special discount for its members for this webinar. ACHI members should click on this link to receive their nontransferable discount code and registration instructions for this CHA webinar.

ACHI members who have trouble obtaining their discount code should contact: Berna Griffin @ or (312) 422-2193.



Patsy Matheny, MPA, MSW
Community Benefit Consultant

Patsy Matheny consults with individual hospitals/health systems on developing a sustainable, organization-wide community benefit strategy and assuring creditable community benefit reporting in line with federal and state guidelines.

She recently authored "A Marketer's Guide to Community Benefit Reporting," and "IRS Form 990H for Health Leaders" Media.

Ms. Matheny was a contributing author for "A Guide for Planning and Reporting Community Benefit" released by The Catholic Health Association and VHA Inc. in 2006 and revised in 2008 and 2012. Further with CHA, she staffs the national "What Counts" hotline and serves as lead faculty for the CHA Community Benefit 101 workshops.

While working for VHA Inc., Ms. Matheny coordinated four national community benefit conferences and remains the resource expert for VHA Inc. members using the Lyon CBISA Online Software

She holds master degrees in public policy and management and social work from The Ohio State University.

Julie Trocchio, MSN
Senior Director, Community Benefit and Continuing Care

Julie Trocchio is senior director of community benefit and continuing care at the Catholic Health Association of the United States. She is based in CHA's Washington, DC, office.

Ms. Trocchio carries out programmatic and advocacy activities related to community benefit, tax exemption, environmental sustainability and long-term care. She also is the CHA liaison to the executives of state Catholic health associations and conferences.

Before joining CHA in 1988, she was director of delivery of services at the American Health Care Association in Washington, DC, a nonprofit organization that represents long-term care facilities. Ms. Trocchio also was a public health nurse for the Montgomery County Health Department in Rockville, Md., and has worked as a staff nurse for a hospital and nursing home facility. Ms. Trocchio earned a bachelor's degree from the Georgetown University School of Nursing in Washington, DC, and a master's degree from the University of Maryland School of Nursing in Baltimore.

Continuing Education Credits

Executives: The Catholic Health Association is authorized to award pre-approved ACHE Qualified Education credit (non-ACHE) for this program toward advancement, or recertification in the American College of Healthcare Executives. Participants in this program wishing to have the continuing education hours applied toward ACHE Qualified Education credit should indicate their attendance when submitting application to the American College of Healthcare Executives for advancement or recertification.

Participant/Site Coordinator Role

As a participant, you will receive dial-in instructions and webinar materials one week prior to the webinar via email. These materials will come to you from "CHA Service Center," so please watch for that email address. Be sure to have these materials ready the day of the webinar so that you can easily access the event and utilize the materials. If you have registered and are convening a group of participants, please consider yourself the "site coordinator" and review the following suggested recommendations for serving in that role on behalf of the group.

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Can't Participate in the Live Event?

If your schedule doesn't permit you to participate in the live event, please register (FREE for CHA members and VHA Inc. members) so that you will automatically receive a link to the archived version of the webinar.


For more information contact the CHA Service Center or Julie Trocchio, CHA senior director of community benefit and continuing care.