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Arkansas General Assembly· HB 1674WITHDRAWN BY AUTHOR

An act TO PROVIDE FOR AN INCOME TAX INCENTIVE FOR 10 DONATIONS TO A RURAL HOSPITAL ORGANIZATION, the official text

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1 State of Arkansas                    A Bill
2 95th General Assembly

3 Regular Session, 2025                                            HOUSE BILL 1674

4

5 By: Representative L. Johnson

6

7

8                                For An Act To Be Entitled

9   AN ACT TO PROVIDE FOR AN INCOME TAX INCENTIVE FOR

10  DONATIONS TO A RURAL HOSPITAL ORGANIZATION; TO CREATE

11  AN INCOME TAX CREDIT FOR CONTRIBUTIONS TO CERTAIN

12  RURAL HOSPITAL ORGANIZATIONS; TO CREATE THE HELPING

13  ENHANCE ACCESS TO RURAL TREATMENT (HEART) ACT; AND

14  FOR OTHER PURPOSES.

15

16

17                                     Subtitle

18                       TO CREATE AN INCOME TAX CREDIT FOR

19                       CONTRIBUTIONS TO CERTAIN RURAL HOSPITAL

20                       ORGANIZATIONS; AND TO CREATE THE HELPING

21                       ENHANCE ACCESS TO RURAL TREATMENT

22                       (HEART) ACT.

23

24 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF ARKANSAS:

25

26 SECTION 1. Arkansas Code Title 20, Chapter 12, is amended to add an

27 additional subchapter to read as follows:

28

29  Subchapter 7 -- Helping Enhance Access to Rural Treatment (HEART) Act

30

31  20-12-701. Title.

32  This subchapter shall be known and may be cited as the "Helping Enhance

33 Access to Rural Treatment (HEART) Act".

34

35  20-12-702. Definitions.

36  As used in this subchapter:

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1        (1) "Critical access hospital" means a hospital that is

2 designated by the Centers for Medicare and Medicaid Services as a critical

3 access hospital and that is recognized by the Department of Health as a

4 critical access hospital for purposes of Medicaid;

5        (2) "Rural county" means a county having a population of less

6 than fifty thousand (50,000) according to the most recent federal decennial

7 census, excluding any military personnel and their dependents living in a

8 county that contains a military base or installation; and

9        (3) "Rural hospital organization" means a licensed acute care

10 hospital that:

11                 (A) Either provides inpatient hospital services at a

12 facility located in a rural county or is a critical access hospital;

13                 (B) Participates in both Medicaid and Medicare and accepts

14 both Medicaid and Medicare patients;

15                 (C) Provides healthcare services to indigent patients;

16                 (D) Has at least ten percent (10%) of its annual net

17 revenue categorized as indigent care, charity care, or bad debt;

18                 (E) Annually files either:

19                       (i) IRS Form 990, Return of Organization Exempt From

20 Income Tax, with the department; or

21                       (ii) For any hospital not required to file IRS Form

22 990, the form prescribed by the department that collects the same information

23 as the IRS Form 990;

24                 (F) Is operated by a county or municipal authority or is

25 designated as a tax-exempt organization under 26 U.S.C. � 501(c)(3), as it

26 existed on January 1, 2025; and

27                 (G) Is current with all audits and reports required by

28 law.

29

30       20-12-703. Powers and duties of Department of Health -- List of

31 approved rural hospital organizations.

32       (a) The Department of Health may accept and expend any donations and

33 contributions received under this subchapter.

34       (b) The Department of Health shall:

35       (1) By December 1 of each year, approve a list of rural hospital

36 organizations eligible to receive contributions from the income tax credit

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1 provided under � 26-51-518 and transmit the list to the Department of Finance

2 and Administration;

3           (2)(A) Create an operations manual for identifying rural

4 hospital organizations and ranking rural hospital organizations in order of

5 financial need.

6                  (B) The operations manual required under subdivision

7 (b)(2)(A) of this section shall include without limitation:

8                           (i) All deadlines for rural hospital organizations

9 to submit the required information to the Department of Health;

10                          (ii) The criteria to be included in the five-year

11 plan required under � 20-12-704 for rural hospital organizations; and

12                          (iii) The formula applied to rank rural hospital

13 organizations in order of financial need;

14          (3) Prepare an annual report compiling the information received

15 under � 20-12-704 and submit it to the Chair of the House Committee on Public

16 Health, Welfare, and Labor and the Chair of the Senate Committee on Public

17 Health, Welfare, and Labor; and

18          (4) Post the following information in a prominent location on

19 the Department of Health's website:

20                 (A) The list of rural hospital organizations eligible to

21 receive contributions as approved under subdivision (b)(1) of this section;

22                 (B) The operations manual required under subdivision

23 (b)(2) of this section;

24                 (C) The annual report required under subdivision (b)(3) of

25 this section;

26                 (D) The total amount received by each third party that

27 participated in soliciting, administering, or managing contributions under

28 this subchapter; and

29                 (E) A link to the Department of Finance and

30 Administration's website containing the information required under � 26-51-

31 518(h).

32

33  20-12-704. Requirements for rural hospital organizations.

34  (a)(1) Before a rural hospital organization is included on the list

35 required under � 20-12-703 and is eligible to receive contributions from the

36 income tax credit provided under � 26-51-518, the rural hospital organization

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1 shall submit to the Department of Health a five-year plan detailing the

2 financial viability and stability of the rural hospital organization.

3            (2) The criteria to be included in the five-year plan required

4 under subdivision (a)(1) of this section shall be established by the

5 department under � 20-12-703.

6   (b)(1) A rural hospital organization that receives contributions under

7 � 26-51-518 shall:

8            (A) Use the contributions received under � 26-51-518 for

9 the provision of healthcare-related services for residents of a rural county

10 or for residents of the area served by a critical access hospital; and

11           (B) Report on a form provided by the department:

12                    (i) All contributions received from individual and

13 corporate donors under � 26-51-518 detailing the manner in which the

14 contributions received were expended by the rural hospital organization; and

15                    (ii)(a) Any payments made to a third party to

16 solicit, administer, or manage the contributions received by the rural

17 hospital organization under this subchapter or � 26-51-518.

18                               (b) Payments made to a third party to solicit,

19 administer, or manage the contributions received under this subchapter shall

20 not exceed three percent (3%) of the total amount of the contributions

21 received by a rural hospital organization.

22

23  SECTION 2. Arkansas Code Title 26, Chapter 51, Subchapter 5, is

24 amended to add an additional section to read as follows:

25  26-51-518. Contributions to rural hospital organizations.

26  (a) As used in this section, "rural hospital organization" means an

27 organization that is approved by the Department of Health under the Helping

28 Enhance Access to Rural Treatment (HEART) Act, � 20-12-701 et seq.

29  (b)(1)(A) There is allowed an income tax credit against the income tax

30 imposed by this chapter in the amount determined under subdivision (b)(1)(B)

31 of this section for contributions made to a rural hospital organization.

32           (B) Except as otherwise provided in this section, the

33 credit allowed under this subdivision (b)(1) shall be in the following

34 amounts:

35                    (i) For an individual or a head of household, the

36 actual amount contributed;

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1           (ii) For a married couple filing a joint return, the

2 actual amount contributed; or

3           (iii) For an individual who is a member of a limited

4 liability company formed under state law, a shareholder of a Subchapter S

5 corporation, or a partner in a partnership, the amount contributed using

6 income on which tax was actually paid by the individual under this chapter or

7 under the Elective Pass-Through Entity Tax Act, � 26-65-101 et seq.

8           (2) There is allowed an income tax credit against the income tax

9 imposed by this chapter for contributions made to a rural hospital

10 organization by a corporation or other entity in an amount not to exceed the

11 lesser of the actual amount expended or seventy-five percent (75%) of the

12 liability of the corporation or other entity under this chapter.

13  (c)(1) From January 1 to June 30 each taxable year, an individual

14 taxpayer is limited in the rural hospital organization contributions that are

15 allowable for credit under this section.

16          (2) The rural hospital organization contributions approved by

17 the Secretary of the Department of Finance and Administration for the period

18 of January 1 to June 30 of a taxable year shall not exceed the following

19 limits:

20          (A) For an individual or a head of household, five

21 thousand dollars ($5,000);

22          (B) For a married couple filing a joint return, ten

23 thousand dollars ($10,000); or

24          (C) For an individual who is a member of a limited

25 liability company formed under state law, a shareholder of a Subchapter S

26 corporation, or a partner in a partnership, ten thousand dollars ($10,000).

27  (d)(1) The amount of the income tax credit under this section that may

28 be claimed by the taxpayer in a tax year shall not exceed the amount of

29 income tax due by the taxpayer.

30          (2) Any unused income tax credit under this section may be

31 carried forward for five (5) consecutive tax years following the tax year in

32 which the income tax credit was earned.

33          (3) A taxpayer shall not claim the credit allowed under this

34 section against prior years' tax liability.

35  (e)(1) The aggregate amount of credits allowed under this section

36 shall not exceed seventy-five million dollars ($75,000,000) in a taxable

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1 year.

2        (2)(A)(i) Total contributions to an individual rural hospital

3 organization shall not exceed four million dollars ($4,000,000) in a taxable

4 year.

5                    (ii) From January 1 to June 30 each taxable year,

6 the secretary shall not preapprove contributions submitted by:

7                    (a) Individual taxpayers in an amount that

8 exceeds two million dollars ($2,000,000) to an individual rural hospital

9 organization; and

10                   (b) Corporate donors in an amount that exceeds

11 two million dollars ($2,000,000) to an individual rural hospital

12 organization.

13                   (iii) Subject to the limits otherwise stated in this

14 subsection, from July 1 to December 31 each taxable year, the secretary shall

15 approve contributions submitted by individual taxpayers and corporations or

16 other entities.

17                   (B) If an individual or corporate donor desires to make a

18 contribution to an individual rural hospital organization that has received

19 the maximum amount of contributions for that taxable year under this section,

20 the Department of Health shall provide the individual or corporate donor with

21 a list, ranked in order of financial need, as determined by the Department of

22 Health, of rural hospital organizations still eligible to receive

23 contributions under this section for the taxable year.

24                   (C) If an individual or corporate donor desires to make a

25 contribution to an unspecified or undesignated rural hospital organization,

26 either directly to the Department of Health or through a third party that

27 participates in soliciting, administering, or managing contributions, the

28 contribution shall be attributed to the rural hospital organization ranked

29 with the highest financial need by the Department of Health that has not yet

30 received the maximum amount of contributions for that taxable year,

31 regardless of whether a third party has a contractual relationship or

32 agreement with the rural hospital organization.

33                   (D) A third party that participates in soliciting,

34 advertising, or managing contributions to rural hospital organizations shall

35 provide the complete list of rural hospital organizations eligible to receive

36 the credit provided under this section, including their ranking in order of

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1 financial need as determined by the Department of Health under the Helping

2 Enhance Access to Rural Treatment (HEART) Act, � 20-12-701 et seq., to any

3 potential donor regardless of whether the third party has a contractual

4 relationship or agreement with the rural hospital organization.

5            (3)(A) For purposes of subdivisions (e)(1) and (e)(2) of this

6 section, a rural hospital organization shall notify a potential donor of the

7 requirements of this section.

8                (B)(i) Before making a contribution to a rural hospital

9 organization, a taxpayer shall electronically notify the Department of

10 Finance and Administration, in a manner specified by the Department of

11 Finance and Administration, of the total amount of contribution that the

12 taxpayer intends to make to the rural hospital organization under this

13 section.

14               (ii) The secretary shall preapprove or deny the

15 requested amount within thirty (30) days after receiving the request from the

16 taxpayer and shall provide written notice to the taxpayer and rural hospital

17 organization of the preapproval or denial, which shall not require a signed

18 release or notarized approval by the taxpayer.

19               (iii) To receive a credit under this section, the

20 taxpayer shall make the preapproved contribution to the rural hospital

21 organization within one hundred eighty (180) days after receiving notice from

22 the secretary that the requested amount was preapproved.

23               (iv) If a taxpayer does not comply with this

24 subdivision (e)(3), the secretary shall not include the preapproved

25 contribution amount when calculating the limits prescribed in subdivision

26 (e)(1) and (e)(2) of this section.

27           (4)(A) Preapproval of contributions by the secretary shall be

28 based solely on the availability of credits under this section.

29               (B) A taxpayer that is preapproved by the secretary under

30 this subsection shall retain its preapproval in the event the credit

31 percentage in this section is modified for the year in which the taxpayer was

32 preapproved.

33               (C) Upon the rural hospital organization's confirmation of

34 receipt of contributions that have been preapproved by the secretary, a

35 taxpayer preapproved by the secretary under subdivision (e)(3) of this

36 section shall receive the full benefit of the credit established by this

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1 section even if the rural hospital organization to which the taxpayer made a

2 contribution does not properly comply with the reports or filings required

3 under this section.

4            (5) Notwithstanding any laws to the contrary, the Department of

5 Finance and Administration shall not take any adverse action against donors

6 to rural hospital organizations under this section if the secretary

7 preapproved a contribution for a credit under this section before the date

8 the rural hospital organization is removed from the Department of Health list

9 under the Helping Enhance Access to Rural Treatment (HEART) Act, � 20-12-701

10 et seq., and all such contributions shall remain as preapproved credits

11 subject only to the donor's compliance with subdivision (e)(3) of this

12 section.

13  (f)(1) For a taxpayer to claim a credit under this section, a letter

14 of confirmation of contribution issued by the rural hospital organization to

15 which the contribution was made shall be attached to the taxpayer's tax

16 return.

17           (2)(A) If the taxpayer files an electronic return, the

18 confirmation required under subdivision (f)(1) of this section shall be

19 required to be electronically attached to the return only if the Internal

20 Revenue Service allows such attachments when the return is transmitted to the

21 Department of Finance and Administration.

22           (B) If a taxpayer files an electronic return and the

23 confirmation required under subdivision (f)(1) of this section is not

24 attached because the Internal Revenue Service does not, at the time of the

25 electronic filing, allow electronic attachments to an Arkansas return, the

26 confirmation required under subdivision (f)(1) of this section shall be

27 maintained by the taxpayer and made available upon request by the secretary.

28           (3) The letter of confirmation of contribution required under

29 subdivision (f)(1) of this section shall contain the:

30           (A) Taxpayer's name;

31           (B) Taxpayer's address;

32           (C) Taxpayer's tax identification number;

33           (D) Amount of the contribution;

34           (E) Date of the contribution; and

35           (F) Amount of the credit allowed under this section.

36  (g) A credit shall not be allowed under this section with respect to

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1 any amount deducted from taxable net income by the taxpayer as a charitable

2 contribution to a bona fide charitable organization qualified under 26 U.S.C.

3 � 501(c)(3).

4   (h) The Department of Finance and Administration shall post the

5 following information in a prominent location on its website:

6   (1) All pertinent timelines relating to the credit allowed under

7 this section, including without limitation the:

8                (A) Beginning date when contributions can be submitted for

9 preapproval by donors for the January 1 to June 30 period;

10               (B) Ending date when contributions can be submitted for

11 preapproval by donors for the January 1 to June 30 period;

12               (C) Beginning date when contributions can be submitted for

13 preapproval by donors for the July 1 to December 31 period;

14               (D) Ending date when contributions can be submitted for

15 preapproval by donors for the July 1 to December 31 period; and

16               (E) Date by which preapproved contributions are required

17 to be sent to the rural hospital organization;

18  (2) The list and ranking order of rural hospital organizations

19 eligible to receive contributions established under the Helping Enhance

20 Access to Rural Treatment (HEART) Act, � 20-12-701 et seq.;

21  (3) A monthly progress report, including without limitation the:

22               (A) Total preapproved contributions under this section to

23 date by each rural hospital organization;

24               (B) Total contributions received under this section to

25 date by each rural hospital organization;

26               (C) Total aggregate amount of preapproved contributions

27 made under this section to date; and

28               (D) Aggregate amount of credits available under this

29 section; and

30  (4) A list of all preapproved contributions that were made to an

31 unspecified or undesignated rural hospital organization and the rural

32 hospital organizations that received the preapproved contributions.

33  (i) The Department of Inspector General shall conduct annually an

34 audit of the tax credit program established under this section, including

35 without limitation:

36  (1) The amount and the name of the recipient rural hospital

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1 organization for each contribution made under this section;

2   (2) All credits received by individual and corporate taxpayers

3 under this section; and

4   (3) All amounts received by third parties that solicited,

5 administered, or managed contributions related to this section and the

6 Helping Enhance Access to Rural Treatment (HEART) Act, � 20-12-701 et seq.

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8   SECTION 3. EFFECTIVE DATE. Section 2 of this act is effective for tax

9 years beginning on or after January 1, 2025.

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