Community Benefit Consulting for Hospitals

Community Benefit Consulting

Tax-exempt hospitals face growing expectations to document, measure, and communicate the value they provide to their communities. Blue & Co. helps hospitals and health systems build more accurate, defensible, and consistent community benefit reporting programs.

Our advisors help tax-exempt hospitals and health systems strengthen community benefit reporting, maximize documented impact, and prepare for evolving IRS and legislative requirements, bringing deep expertise in IRS Form 990 Schedule H, Catholic Health Association guidelines, and the full spectrum of community benefit strategy.

Learn more about our community benefit consulting services below.

Community Benefit Consulting Services

Community Benefit Education and Training

Community benefit reporting is strongest when staff across the organization understand what qualifies, what documentation is needed, and how their work supports the hospital’s mission and compliance responsibilities. Blue & Co. provides tailored training for community benefit reporting teams, decision support professionals, facility and departmental leaders, and boards and senior leadership teams.

Community Benefit Function and Operations Review

Community benefit reporting is influenced by governance, leadership ownership, budgeting, communication, and organizational culture. We assess the broader operating model behind your program and identify opportunities to improve its effectiveness.

Community Benefit Policies and Procedures

Strong reporting depends on clear definitions, ownership, documentation expectations, and repeatable processes. Blue & Co. helps organizations create practical policies and procedures that align community benefit teams, finance teams, and facility leaders.

Community Benefit Reporting Assessment

A focused assessment can reveal reporting gaps, inconsistent methodologies, and community benefit activities that are occurring but not being documented. We evaluate your current reporting process and provide practical recommendations to strengthen accuracy, completeness, and efficiency.

Facility-Level Community Benefit Reporting Readiness

Proposed federal legislation, including H.R. 9504, the Tax-Exempt Hospital Transparency Act, signals increased attention to hospital transparency, data granularity, and facility-level reporting. While requirements remain proposed and may change, organizations can take practical steps now to assess data availability, allocation methods, and reporting controls.

Tax-Exempt Status Value Analysis

Hospitals are increasingly expected to explain how their community benefit investment compares with the value of their tax exemptions. We help leaders develop a clear and supportable analysis and a credible narrative for key stakeholders.

Community Benefit Reporting Remains in the Spotlight: What Tax-Exempt Hospitals Should Know

July 20, 2026

By Kim Scifres, CPA, Principal Tax-exempt hospitals continue to face increasing scrutiny from lawmakers, regulators, researchers, and the public regarding how they demonstrate the value they provide to their communities. […]

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Connect with Our Team

To learn more about our services and areas of expertise, contact our team here.

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Luke Lamb’s experience highlights the collaborative culture and growth opportunities that define life at Blue & Co. Through meaningful mentorship, accessible leadership, and a team-oriented environment, Luke has been able to take on new challenges and continue growing professionally.We are committed to investing in our people at every stage of their career, creating opportunities to learn, build relationships, and become well-rounded leaders.To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q04kyGPT0 ... See MoreSee Less

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Federal grant compliance may soon look very different for exempt organizations.Recent proposals from the Office of Management and Budget, combined with Treasury's plans to expand Form 990 reporting, signal increased expectations around transparency, documentation, and the use of federal funds.While many details are still being finalized, organizations that receive, or hope to receive, federal funding should begin evaluating their documentation and compliance processes now.Our latest article outlines the proposed changes, key timelines, and practical steps organizations can take to prepare.Read more here: hubs.la/Q04nMnwZ0 ... See MoreSee Less

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