Co-sponsored by CHA and Vizient
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
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
The purpose of this webinar
- 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
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
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
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
Community Benefit and Continuing Care
Catholic Health Association of the
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.
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.