What Counts as Community Benefit?

Sponsored by CHA and Vizient

May 13, 2019
2 to 3 p.m. ET

Does it count as community benefit? What are the guiding principles for reporting (and not reporting) programs and activities as community benefit? Presenters Trina Hackensmith of Lyon Software and Julie Trocchio of the Catholic Health Association will review the basic guidelines from the IRS Form 990, Schedule H Instructions and from CHA's Guide for Planning and Reporting Community Benefit that can help answer these questions. They will also review the categories of community benefit and what should and should not be reported in each, go over recent questions submitted to the CHA What Counts Hotline and discuss some of the "gray areas" of community benefit.


The purpose of this webinar is to:

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


May 13, 2019
2 - 3 p.m. ET (Please adjust accordingly for your time zone)

Registration Fee:

CHA members: FREE
Vizient members: FREE
Other registrants: $100


Need an account? Sign up today.

VIZIENT MEMBERS: DON’T FORGET TO INSERT THE SPECIAL VIZIENT-MEMBER DISCOUNT CODE TO RECEIVE THE DISCOUNTED PRICING. If you have forgotten the code, contact Terri Scannell at terri.scannell@vizientinc.com or (972) 830-6840.

Questions? Email CHA or call (800) 230-7823


Who Should Attend

This event is relevant for community benefit leaders, mission leaders, finance, legal and compliance staff and others who have roles in community benefit planning and programs.


Trina HackensmithTrina S. Hackensmith
Vice President
Lyon Software

Trina Hackensmith joined Lyon Software in February, 2006. With a background in finance, computer networking and customer relations, she initially served in technical and customer support. Within several months, Trina transitioned into training hospitals, health systems, senior living communities, and colleges and universities how to use Lyon Software's CBISA(tm) (Community Benefit Inventory for Social Accountability) program. She is now a Vice President and lead trainer for Lyon Software and enjoys travelling around the country meeting and training community benefit champions. Trina also serves of the Catholic Health Association's What Counts Task Force which provides community benefit reporting guidance to the field.

Trina graduated from Liberty University in 1986 with a B.S. degree in Finance and enjoyed a long career in the mortgage banking industry prior to joining Lyon Software.

Julie Trocchio, MS
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, D.C. office where she carries out programmatic and advocacy activities related to community benefit, tax exemption, environmental sustainability and long-term care.

Before joining CHA she was director of delivery of services at the American Health Care Association in Washington, D.C., and a public health nurse for the Montgomery County Health Department in Rockville, Md., Ms. Trocchio earned a bachelor's degree from Georgetown University and a master's degree from the University of Maryland School of Nursing.

Certificate of Attendance

Please note: CHA does not offer Continuing Education Units (CEU) for any programs. Participants will receive an email with information on how to acquire a Certificate of Attendance following the program (typically included in the program evaluation email). Certificates of Attendance may be submitted to relevant organizations that accept proof of contact hours as credit. These include:

American College of Healthcare Executives: American College of Healthcare Executives (ACHE) members may self-report qualifying CEUs using the contact hour information provided on their CHA Certificate of Attendance. To self-report, log in as a member on the ACHE site; use the link on the left-hand side to self-report applicable contact hours for CEU credit.

NACC Board Certified Chaplains: National Association of Catholic Chaplains (NACC) board certified chaplain members may self-report their continuing education hours (CEH's) using the contact hours information provided on their CHA Certificate of Attendance.

For further information regarding Certificates of Attendance, please contact Danette Thompson, (314) 253-3408.

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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CHA Member Benefit

CHA's webinars are designed to offer timely, convenient, relevant, cost-effective education about key topics and issues.

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) 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, community benefit and continuing care.