HEALTHSHARE OF SOUTHEASTERN PENNSYLVANIA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHSHARE OF SOUTHEASTERN PENNSYLVANIA INC (EIN 45-5454875)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-14
- IRS object ID
- 202232579349301663
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T13:32:28-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH 18TH STREET SUITE 3000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455454875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHSHARE EXCHANGE OF SOUTHEASTERN | BusinessNameLine1Txt |
| Business Name Line2 | PENNSYLVANIA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2153914905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N INDEPENDENCE MALL WEST 701 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN LUPINETTI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2155753758 | PhoneNum |
| Signature | 2022-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | LUPINETTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN M MARTIN | PreparerPersonNm |
| PTIN | P01330899 | PTIN |
| Phone | 2158818800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTIN LUPINETTI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N INDEPENDENCE MALL WEST 701 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,998,578 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHSHAREEXCHANGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | HEALTHSHARE EXCHANGE WILL PROVIDE SECURE ACCESS TO HEALTH INFORMATION TO ENABLE PREVENTIVE AND COST-EFFECTIVE CARE; IMPROVE QUALITY OF PATIENT CARE; AND FACILITATE CARE TRANSITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,893,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,911,336 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,071,411 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,082,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,148 | PYInvestmentIncomeAmt |
| CY Investment Income | $687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $3,842 | CYOtherRevenueAmt |
| PY Total Revenue | $8,973,710 | PYTotalRevenueAmt |
| CY Total Revenue | $10,998,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $255,760 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $400,192 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,040,720 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,070,992 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,186,186 | PYOtherExpensesAmt |
| CY Other Expenses | $6,094,039 | CYOtherExpensesAmt |
| PY Total Expenses | $8,482,666 | PYTotalExpensesAmt |
| CY Total Expenses | $10,565,223 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $491,044 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $433,355 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,008,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,930,004 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,876,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,719,110 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,131,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,210,894 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTHSHARE EXCHANGE WILL PROVIDE SECURE ACCESS TO HEALTH INFORMATION TO ENABLE PREVENTIVE AND COST-EFFECTIVE CARE; IMPROVE QUALITY OF PATIENT CARE; AND FACILITATE CARE TRANSITIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,425,568 | ExpenseAmt |
| Grant | $400,192 | GrantAmt |
| Revenue | $7,086,555 | RevenueAmt |
| Desc | ENHANCE HEALTHCARE ORGANIZATIONS' ABILITY TO SHARE AND MANAGE CLINICAL DATA AT EVERY STAGE OF THE CARE DELIVERY PROCESS THROUGH A HEALTH INFORMATION EXCHANGE. | Desc |
| Total Program Service Expenses | $9,425,568 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN LUPINETTI PRESIDENT & CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2153194905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N INDEPENDENCE MALL WEST STE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| GEORGE D REED | |||||||
| SENIOR VICE PRESIDENT/COO | 40.00 | Yes (X) | $380,954 | $0 | $52,702 | ||
| MARTIN LUPINETTI | |||||||
| PRESIDENT & CEO | 40.00 | $356,080 | $0 | $53,812 | Yes (X) | ||
| BRIAN WELLS | |||||||
| CTO/CISO | 40.00 | Yes (X) | $345,465 | $0 | $36,139 | ||
| WILLIAM MARELLA | |||||||
| DIRECTOR, DATA ANALTICS AND QUALITY | 40.00 | Yes (X) | $189,844 | $0 | $36,742 | ||
| CHRISTINA PRESSMAN | |||||||
| SENIOR INTEGRATION ENGINEER | 40.00 | Yes (X) | $122,040 | $0 | $27,232 | ||
| ALICE VUONG | |||||||
| MANAGER, IT ENGINEERING | 40.00 | Yes (X) | $134,205 | $0 | $11,623 | ||
| NEIL LUBARSKY | |||||||
| CHAIRMAN AND TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| JOSEPH BILSON | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN CACCIAMANI | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SHARON CARNEY | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DANDRE CARPENTER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE CARSON | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREA GELZER MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| C WILLIAM HANSON III MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DOROTHY KAPLAN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DR DONALD J KLINGEN MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL KORNHAUSER MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KEN LEVITAN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DENISE NAPIER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT O'CONNOR | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN SCOLES MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD SNYDER MD | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,528,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,250 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEXTGEN HEALTHCARE INC | |||||
| VON KARMAN AVENUE | IRVINE | CA | 92612 | PROFESSIONAL TECH SVCS | $1,280,576 |
| AUDACIOUS INQUIRY LLC | |||||
| 5523 RESEARCH PARK DRIVE SUITE 370 | BALTIMORE | MD | 21228 | PROFESSIONAL TECH SVCS | $551,479 |
| MED SR | |||||
| 2555 MERIDIAN BLVD SUITE 250 | FRANKLIN | TN | 37067 | PROFESSIONAL TECH SVCS | $438,470 |
| ONPOINT HEALTH DATA | |||||
| 75 WASHINGTON AVENUE SUITE 1E | PORTLAND | ME | 04101 | PROFESSIONAL TECH SVCS | $375,560 |
| PARTNER'S CONSULTING INC | |||||
| MARPLE COMMONS 2004 SPROUL ROAD S | BROOMALL | PA | 19008 | BUSINESS CONSULTING | $337,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,903,036 | GovernmentGrantsAmt |
| All Other Contributions | $8,300 | AllOtherContributionsAmt |
| Total Contributions | $3,911,336 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $6,127,967 | $6,127,967 |
| CONTRACT REVENUES | 541900 | $954,746 | $954,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,082,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687 | TotalRevenueColumnAmt |
| Exclusion | $687 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $3,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,842 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,842 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,998,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,086,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,192 | TotalAmt |
| Program Services | $400,192 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,893 | TotalAmt |
| Program Services | $307,420 | ProgramServicesAmt |
| Management And General | $102,473 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,999,633 | TotalAmt |
| Program Services | $2,699,700 | ProgramServicesAmt |
| Management And General | $299,933 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,313 | TotalAmt |
| Program Services | $76,785 | ProgramServicesAmt |
| Management And General | $8,528 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,863 | TotalAmt |
| Program Services | $314,364 | ProgramServicesAmt |
| Management And General | $32,499 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,290 | TotalAmt |
| Program Services | $202,644 | ProgramServicesAmt |
| Management And General | $26,646 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,281 | TotalAmt |
| Program Services | $161,662 | ProgramServicesAmt |
| Management And General | $17,619 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,159 | TotalAmt |
| Program Services | $104,993 | ProgramServicesAmt |
| Management And General | $13,166 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,805,781 | TotalAmt |
| Program Services | $1,593,370 | ProgramServicesAmt |
| Management And General | $212,411 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963 | TotalAmt |
| Program Services | $722 | ProgramServicesAmt |
| Management And General | $241 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,585 | TotalAmt |
| Program Services | $11,690 | ProgramServicesAmt |
| Management And General | $3,895 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,361,082 | TotalAmt |
| Program Services | $3,004,342 | ProgramServicesAmt |
| Management And General | $356,740 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,737 | TotalAmt |
| Program Services | $145,996 | ProgramServicesAmt |
| Management And General | $20,741 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241 | TotalAmt |
| Program Services | $181 | ProgramServicesAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449 | TotalAmt |
| Program Services | $337 | ProgramServicesAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755 | TotalAmt |
| Program Services | $566 | ProgramServicesAmt |
| Management And General | $189 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,001 | TotalAmt |
| Program Services | $33,751 | ProgramServicesAmt |
| Management And General | $11,250 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,633 | TotalAmt |
| Program Services | $137,845 | ProgramServicesAmt |
| Management And General | $20,788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HEALTH INFORMATION EXCH | $191,917 | $191,917 | |
| BAD DEBTS | $35,175 | $26,381 | $8,794 |
| DUES AND SUBSCRIPTIONS | $9,359 | $7,019 | $2,340 |
| TRAINING AND EDUCATION | $2,979 | $2,234 | $745 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,942 | TotalAmt |
| Program Services | $1,457 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,565,223 | TotalAmt |
| Program Services | $9,425,568 | ProgramServicesAmt |
| Management And General | $1,139,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,354,703 | BOYAmt |
| EOY | $4,204,161 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,052 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,919 | BOYAmt |
| EOY | $777,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,997 | BOYAmt |
| EOY | $500,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,393,114 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $678,978 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,138 | BOYAmt |
| EOY | $714,136 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,561 | BOYAmt |
| EOY | $732,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,008,370 | BOYAmt |
| EOY | $6,930,004 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,890 | BOYAmt |
| EOY | $1,463,339 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,600 | BOYAmt |
| EOY | $1,282,373 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,024 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,364 | BOYAmt |
| EOY | $919,374 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,854 | BOYAmt |
| EOY | $3,719,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,131,516 | BOYAmt |
| EOY | $3,210,894 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,131,516 | BOYAmt |
| EOY | $3,210,894 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,008,370 | BOYAmt |
| EOY | $6,930,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $433,355 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$353,977 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,871,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,992,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,985,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,893,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,911,336 | CurrentTaxYearAmt |
| Total | $12,654,011 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,687,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,259,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,993,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,071,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,082,713 | CurrentTaxYearAmt |
| Total | $29,094,663 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,559,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,251,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,979,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,964,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,994,049 | CurrentTaxYearAmt |
| Total | $41,748,674 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,544,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,559,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,888,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,794,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,953,810 | CurrentTaxYearAmt |
| Total | $18,740,971 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,544,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,559,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,888,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,794,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,953,810 | CurrentTaxYearAmt |
| Total | $18,740,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,007,703 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687 | CurrentTaxYearAmt |
| Total | $44,803 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687 | CurrentTaxYearAmt |
| Total | $44,803 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,842 | CurrentTaxYearAmt |
| Total | $289,684 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,720,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,368,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,021,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,973,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,998,578 | CurrentTaxYearAmt |
| Total | $42,083,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54670 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51060 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $595,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,300 | DepreciationAmt |
| Book Value | $560,817 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,691 | DepreciationAmt |
| Book Value | $24,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $741,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $612,987 | DepreciationAmt |
| Book Value | $128,556 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $714,136 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATE | Desc |
| Book Value | $732,994 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $732,994 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $750,534 |
| REFUNDABLE ADVANCE | $168,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $919,374 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,560,401 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,560,401 | RevenueSubtotalAmt |
| Other Revenues Not Included | $438,177 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $438,177 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,998,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,481,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,481,023 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $84,200 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $84,200 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,565,223 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS CLASSIFIED HSX AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. THE CONSOLIDATED ENTITY, HSX MARKET STREET INC., IS A FOR PROFIT ENTITY WHICH IS SUBJECT TO INCOME TAXES. TOTAL FEDERAL AND STATE INCOME TAX EXPENSE FROM THE CONSOLIDATED ENTITY WAS $0 FOR EACH OF THE YEARS ENDED DECEMBER 31, 2021 AND 2020. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE INTEREST AND PENALTIES RELATED TO INCOME TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE, IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PPP LOAN FORGIVENESS RECOGIZED ON FS IN PRIOR YEAR 438,177. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVERSAL OF PY GRANTS ACCRUED NO LONGER TO BE PAID, OFFSET AGAINST EXP ON FS 84,200. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MERAKEY USA | ||||||||
| 620 E GERMANTOWN PIKE | LAFAYETTE HILL | PA | 19444 | 232175924 | 501(C)(3) | $45,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| BAYADA HOME HEALTH CARE | ||||||||
| 4300 HADDONFIELD ROAD | PENNSAUKEN | NJ | 08109 | 231943113 | 501(C)(3) | $45,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| GENESIS HEALTHCARE | ||||||||
| 101 EAST STATE STREET | KENNETT SQUARE | PA | 19348 | 273237296 | $24,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| HIGHLAND MANOR NURSING & REHABILITATION LLC | ||||||||
| 750 SCHOOLEY AVENUE | EXETER | PA | 18643 | 464660238 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| MAJESTIC OAKS NURSING & REHABILITATION | ||||||||
| 333 NEWTOWN ROAD | WARMINSTER | PA | 18974 | 464681617 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| MOUNTAIN VIEW CARE AND REHABILITATION CENTER LLC | ||||||||
| 2309 STAFFORD AVE | SCRANTON | PA | 18505 | 823440351 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| ROOSEVELT REHABILITATION AND HEALTHCARE CENTER | ||||||||
| 7800 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | 842641153 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| SPRINGFIELD REHABILITATION AND HEALTHCARE CENTER | ||||||||
| 463 WEST SPROUL ROAD | SPRINGFIELD | PA | 19064 | 844465714 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| THE PHILADELPHIA PROTESTANT HOME | ||||||||
| 6500 TABOR AVE | PHILADELPHIA | PA | 19111 | 231396804 | 501(C)(3) | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| HOLLAND CENTER FOR REHABILITATION AND NURSING | ||||||||
| 2204 MORRIS AVE SUITE 308 | UNION | NJ | 07083 | 844788134 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| LIBERTY CENTER | ||||||||
| 7310 STENTON AVE | PHILADELPHIA | PA | 19150 | 825438764 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| PHOENIXVILLE CENTER FOR REHAB AND NURSING | ||||||||
| 833 SOUTH MAIN STREET | PHOENIXVILLE | PA | 19460 | 825453481 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| ROSEMONT CARE AND REHABILITATION CENTER | ||||||||
| 35 ROSEMONT AVE | BRYN MAWR | PA | 19010 | 825439865 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| WYNDMOOR HILLS REHABILIATION AND NURSING CENTER | ||||||||
| 8601 STENTON AVE | WYNDMOOR | PA | 19038 | 834709814 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| SOMERTON NURSING & REHABILITATION CENTER | ||||||||
| 650 EDISON AVENUE | PHILADELPHIA | PA | 19116 | 834319443 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| IMMACULATE MARY CENTER FOR REHABILITATION AND HEALTHCARE | ||||||||
| 2990 HOLME AVE | PHILADELPHIA | PA | 19136 | 471169211 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| BLOOMSBURG CARE AND REHABILITATION CENTER | ||||||||
| 211 EAST FIRST STREET | BLOOMSBURG | PA | 17815 | 823435575 | $8,000 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| MANOR CARE KINGSTON COURT OF YORK PA | ||||||||
| 2400 KINGSTON COURT | YORK | PA | 17402 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF ALLENTOWN PA LLC | ||||||||
| 1265 CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF CAMP HILL PA LLC | ||||||||
| 1700 MARKET STREET | CAMP HILL | PA | 17011 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF CARLISLE PA LLC | ||||||||
| 940 WALNUT BOTTOM ROAD | CARLISLE | PA | 17015 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF CHAMBERSBURG PA | ||||||||
| 1070 STOUFFER AVE | CHAMBERSBURG | PA | 17201 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF DALLASTOWN PA | ||||||||
| 100 W QUEEN STREET | DALLASTOWN | PA | 17313 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF EASTON PA LLC | ||||||||
| 2600 NORTHAMPTON STREET | EASTON | PA | 18045 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF LEBANON PA | ||||||||
| 900 TUCK STREET | LEBANON | PA | 17042 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF YORK PA (NORTH) | ||||||||
| 1770 BARLEY ROAD | YORK | PA | 17404 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANOR CARE OF YORK PA (SOUTH) | ||||||||
| 200 PAULINE DRIVE | YORK | PA | 17402 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANORCARE HEALTH SERVICES BETHLEHEM 2029 | ||||||||
| 1265 CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANORCARE HEALTH SERVICES WEST ALLEN | ||||||||
| 535 N 17TH STREET | ALLENTOWN | PA | 18104 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| MANORCARE HEALTH SERVICES-BETHLEHEM 2021 | ||||||||
| 2021 WESTGATE DRIVE | BETHLEHEM | PA | 18017 | 825373223 | 501(C)(3) | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 |
| OLD ORCHARD HEALTH CARE CENTER-EASTON PA | ||||||||
| 4100 FREEMANSBURG AVE | EASTON | PA | 18045 | 825373223 | $6,500 | $0 | ACCESS TO CDR/TESTING OF ONBOARDING TO CDR-AMBULATORY 2021 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 15 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE D REED | ||||||||||||||
| SENIOR VICE PRESIDENT/COO | $265,954 | $0 | $115,000 | $0 | $0 | $0 | $10,776 | $0 | $41,926 | $0 | $433,656 | $0 | $0 | $0 |
| MARTIN LUPINETTI | ||||||||||||||
| PRESIDENT & CEO | $270,995 | $0 | $85,085 | $0 | $0 | $0 | $10,993 | $0 | $42,819 | $0 | $409,892 | $0 | $0 | $0 |
| BRIAN WELLS | ||||||||||||||
| CTO/CISO | $248,425 | $0 | $97,040 | $0 | $0 | $0 | $9,985 | $0 | $26,154 | $0 | $381,604 | $0 | $0 | $0 |
| WILLIAM MARELLA | ||||||||||||||
| DIRECTOR, DATA ANALTICS AND QUALITY | $159,690 | $0 | $30,154 | $0 | $0 | $0 | $6,523 | $0 | $30,219 | $0 | $226,586 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE FORM 990 IS COMPLETED BY THE TAX PREPARERS, IT WILL BE SHARED, REVIEWED AND DISCUSSED BY THE FINANCE AND AUDIT COMMITTEE VIA CONFERENCE OR CONFERENCE CALL. ONCE THEY HAVE APPROVED IT AND WITH THEIR RECOMMENDATION, IT WILL BE SENT TO THE FULL BOARD OF TRUSTEES FOR COMMENT AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL INTERESTED PARTIES ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS IT IS KNOWN. EACH MEMBER OF THE BOARD OF TRUSTEES, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND HSX MANAGEMENT ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR TOP OFFICERS IS DETERMINED AFTER CAREFULLY CONSIDERING THE PERSON'S QUALIFICATIONS AND ACHIEVEMENTS. THE CHAIR OF THE BOARD, ALONG WITH THE VICE CHAIR, PROVIDES A PERFORMANCE EVALUATION AND RECOMMENDS ANY SALARY INCREASE. THE CHAIR OF THE BOARD HAS FINAL APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC BY REQUEST TO THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION AT THE ADDRESS AND PHONE NUMBER LISTED ON THE FORM 990. |
| FORM 990, PART IX, LINE 11G | HUMAN RESOURCE CONSULTANT: PROGRAM SERVICE EXPENSES 14,590. MANAGEMENT AND GENERAL EXPENSES 2,073. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,663. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 3,982. MANAGEMENT AND GENERAL EXPENSES 566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,548. HSX MARKET STREET CONSULTING: PROGRAM SERVICE EXPENSES 107,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,870. COMMUNICATIONS CONSULTING: PROGRAM SERVICE EXPENSES 120,511. MANAGEMENT AND GENERAL EXPENSES 15,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,704. OTHER PROGRAM CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,346,417. MANAGEMENT AND GENERAL EXPENSES 194,579. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,540,996. |
| FORM 990, PART XI, LINE 9: | PPP LOAN FORGIVENESS RECOGNIZED ON FS IN PRIOR YEAR -438,177. REVERSAL OF GRANTS ACCRUED, NO LONGER TO BE PAID, FROM 2018-2020 84,200. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSX MARKETSTREET INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N INDEPENDENCE MALL WEST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850499947 | EIN |
| Primary Activities | DEVELOPMENT OF HEALTH INFORMATION SHARING APPLICATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHSHARE EXCHANGE OF SOUTHEASTERN PENNSYLVANIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$167,942 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSX MARKETSTREET INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $270,433 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |