What Counts as Community Benefit? What are Implications of COVID-19?

Co-sponsored by CHA and Vizient
May 19, 2020
2 – 3 p.m. ET
FREE for CHA and Vizient members

Does it count as community benefit? What are the guiding principles for reporting (and not reporting) community benefit programs? What are some reporting considerations during the COVID-19 pandemic?

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, and discuss reporting considerations for community benefit during COVID-19 pandemic.


The purpose of this webinar is to:

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

The webinar is provided as general information and is not tax or legal advice.

Who Should Attend

This webinar is relevant for the following groups:

  • Community benefit leaders
  • Mission leaders
  • Finance, legal and compliance staff
  • Those who have roles in community benefit planning and programs


May 19, 2020
2 – 3 p.m. ET 
(Please adjust for your time zone)

Registration Fee
CHA members: FREE
Vizient members: FREE
Nonmembers: $100


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

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.




Trina 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, Ms. Hackensmith transitioned into training hospitals, health systems, senior living communities and colleges and universities how to use Lyon Software's CBISA (Community Benefit Inventory for Social Accountability) program. She now serves as vice president and lead trainer for Lyon Software and enjoys travelling throughout the country meeting and training community benefit champions. Before joining Lyon Software, she enjoyed a long career in the mortgage banking industry.

Ms. Hackensmith also serves on CHA's What Counts Task Force that provides community benefit reporting guidance to the field.

Ms. Hackensmith graduated from Liberty University in 1986 with a bachelor's degree in finance.


Julie Trocchio, MSN
Senior Director, Community Benefit and Continuing Care
Catholic Health Association

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 and a public health nurse for the Montgomery County Health Department in Rockville, Maryland. Ms. Trocchio earned a bachelor's degree in nursing 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 in the email receipt you receive just after registering. Any materials, and a reminder of the access instructions, will come one week before the event. These communications 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?

CHA understands that schedules are challenging. Please register for this webinar – even if you cannot attend the live event – so that you receive a follow-up email with a link to the recording of the event.

Cancellation Policy

To cancel your registration, contact the CHA Service Center at servicecenter@chausa.org or (800) 230-7823. To receive a full refund, you must cancel your registration no later than one week prior to the webinar — May 12. No refunds will be given for cancellations received less than one week prior to the start of the webinar.


During the webinar, you may be recorded by CHA staff or its designated contractor. By your attendance or participation at the webinar, you agree that CHA may record and/or distribute in any such form your participation and involvement. No persons or organizations other than CHA may audiotape any portion of the webinar without prior written permission of CHA.

The right to change speakers or to modify program content is reserved by CHA.

We look forward to your participation in the webinar!


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