A Guide for Planning and Reporting Community Benefit

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Updated in 2020 to incorporate necessary changes to reference section Categories and Definitions, CHA's A Guide for Planning and Reporting Community Benefit provides a comprehensive framework for health care organizations desiring to develop a more strategic approach to planning, delivering and reporting on community benefit programs.

This resource includes guidance on meeting federal requirements for tax-exempt hospitals to conduct community health needs assessments and adopt implementation strategies to meet identified needs. The Guide also includes guidelines for reporting information on the IRS Form 990, Schedule H for Hospitals as well as valuable information from community benefit and public health professionals about leading practices in community health improvement.

This resource is primarily for staff who plan, develop and implement community benefit programs. However, in most organizations community benefit efforts involve many departments. This resource can be used by board and executive leaders, as well as staff in mission, finance, organizational planning, population health management, communications, patient registration, patient advocacy, pastoral care, social services, clinical and legal offices involved in community benefit and outreach.

The Guide is organized around the basic components in community benefit planning, implementation and reporting:

  • Getting Started.
  • Understanding What Counts and Does Not Count as Community Benefit.
  • Building a Sustainable Infrastructure.
  • Accounting for Community Benefit.
  • Planning and Implementing Community Benefit Programs.
  • Evaluating Community Benefit Programs.
  • Communicating the Community Benefit Story.

The Guide has numerous links to additional tools, examples and resources that can be accessed on the CHA website.

Downloadable PDFs - FREE for CHA Members (login required)

Vizient MEMBERS: Don't forget to enter the special Vizient-member promotion code to receive the discounted pricing. If you have forgotten the code, contact Terri Scannell at terri.scannell@vizientinc.com or (972) 830-6840.

Quantity Discounts Available. Go to the CHA Store to learn more.

» See the Guide for Planning and Reporting Community Benefit videos featuring Julie Trocchio