What Qualifies as a Subsidized Service

Question: What do the IRS instructions say about subsidized services?

Response: The Internal Revenue Service instructions for Form 990, Schedule H direct that to be reported as a subsidized service, the service must:

  1. Meet an identified community need. Criteria for demonstrating community need include:
    • If the organization no longer offered the service, it would be unavailable in the community
    • If the organization no longer offered the service, the community's capacity to provide the service would be below the community's need; or
    • If the organization no longer offered the service, the service would become the responsibility of government or another tax-exempt organization.
  2. The expense of the service must be subsidized after subtracting the cost of charity care, bad debt and losses from Medicaid and other means-tested government programs.

 

Please Take Note: The information provided does not constitute legal or tax advice. The material is provided for informational/educational purposes only. Please consult with counsel regarding your organization's particular circumstances.