2024-11-07T13:37:40+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 100018604 990 2023-01-01 222511450 HealthAlliance Foundation Inc HEAL 8459436084 105 MARYS AVENUE KINGSTON NY 12401 Joshua Ratner CHIEF EXECUTIVE OFFICER 8459436084 2024-11-07 true Yucen Zhong P01593150 2127733000 2023-11-06 2023 2024-10-15 13:58:12Z Joshua Ratner 105 MARYS AVENUE KINGSTON NY 12401 1000376 false X WWW.HAHV.ORG X 1982 NY TO PROVIDE SUPPORT TO HEALTHALLIANCE HOSPITALS. 14 11 0 0 0 0 262427 109415 0 0 -27482 27730 72503 126036 307448 263181 22255 31843 0 53883 51015 0 0 186882 94012 279531 170150 362389 137298 -99208 2423349 2525449 320024 326733 2103325 2198716 TO BE A STRATEGIC & PROACTIVE FUNDRAISING ORGANIZATION THAT COMMUNICATES THE HEALTHALLIANCE HOSPITALS' GOALS TO FURTHER RAISE AWARENESS OF THE ESSENTIAL ROLE THEY PLAY IN THE COMMUNITIES SERVED WHILE FOSTERING GOODWILL IN THE AREA. false false 150520 31843 50595 HEALTHALLIANCE FOUNDATION INC. USES THE PROCEEDS OF ITS FUNDRAISING AND INVESTMENT ACTIVITIES TO PROVIDE SUPPORT TO THE HEALTHALLIANCE HOSPITALS IN THE TREATMENT, THERAPY, EDUCATION AND HEALTH MAINTENANCE PROGRAMS. FURTHER, THE FOUNDATION'S MISSION IS TO PROVIDE AN ENDOWMENT TO ENSURE THE FUTURE VIABILITY OF HEALTHALLIANCE, INC. 150520 true true false false false false false false true true false false false false false false true false false false false false false true false false true true true false false false false false false false false false false false false false true true false false false true 10 0 true 0 false false false false false true true false false false false false false false false X 14 11 false false false false true true true true true false false true true true true false false false false false NY X ERIN NAGY DIRECTOR OF FINANCE 8459436084 105 MARYS AVENUE KINGSTON NY 12401 JOSHUA RATNER CEO (EFFECTIVE JULY 2023) Ex Officio 1.0 39.0 X X 0 1178257 80777 MICHAEL DOYLE MD EXECUTIVE DIRECTOR/CMO/EX-OFFICIO TRUSTEE 1.0 39.0 X X 0 628412 8814 BARBARA CONNELLY COHEN TRUSTEE 1.0 0.0 X 0 0 0 BETH STEFANCHIK DO TRUSTEE (RESIGNED DECEMBER 2023) 1.0 0.0 X 0 0 0 CASEY SCANLON TRUSTEE 1.0 0.0 X 0 0 0 CATHERINE ALLEN MD TRUSTEE 1.0 39.0 X 0 456551 63744 DARLENE BOVER TRUSTEE 1.0 0.0 X 0 0 0 DR DONNA MOSS TRUSTEE 1.0 0.0 X 0 0 0 J CHRISTOPHER SMAILER TRUSTEE 1.0 3.0 X 0 0 0 JOHN BONAVITA-GOLDMAN MD TRUSTEE 1.0 3.0 X 0 0 0 MARISA PEREZ-ROGERS SECRETARY 1.0 0.0 X 0 0 0 MARY ANN HILDEBRANDT CHAIR 1.0 0.0 X 0 0 0 REUBEN ZIMMERMAN TRUSTEE 1.0 0.0 X 0 0 0 ROCCO J PUCINO III TREASURER 1.0 0.0 X 0 0 0 SANDI ARMSTRONG TRUSTEE 1.0 0.0 X 0 0 0 0 2263220 153335 0 false true false Morrison Management Specialists Inc 400 Northridge Road STE 600 Sandy Springs GA 30350 retail services 204306 1 0 0 0 0 0 109415 0 109415 0 0 0 0 0 23079 0 0 23079 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 631725 0 627074 0 4651 0 4651 0 0 4651 185562 0 110121 75441 0 75441 0 0 0 0 0 0 50595 0 50595 50595 0 0 0 0 0 0 0 263181 50595 0 103171 24812 24812 7031 7031 0 0 0 0 0 0 0 0 0 0 0 0 41555 7393 24987 9175 0 0 0 0 9460 1695 0 7765 0 0 0 0 204306 77738 0 126568 0 0 0 0 9056 0 0 9056 0 0 0 0 0 0 8162 0 0 8162 0 0 0 0 142 0 0 142 44573 18559 0 26014 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9176 9176 0 0 0 0 0 0 4116 4116 0 0 0 0 0 0 0 0 0 0 362389 150520 24987 186882 537343 742955 806272 687898 142262 93023 0 0 0 0 0 0 0 18477 0 199 210 400450 342822 61745 57628 800520 924152 0 0 0 0 56531 19583 2423349 2525449 94653 122142 0 0 0 0 0 0 0 0 0 0 225371 204591 0 0 0 0 320024 326733 X -32700 -52896 2136025 2251612 0 0 0 0 2103325 2198716 2423349 2525449 X -99208 107505 87094 X false true X true false X 546257 374989 187198 272604 119107 1500155 0 0 546257 374989 187198 272604 119107 1500155 282129 1218026 15817 13647 20329 19154 23079 92026 0 0 0 0 0 0 0 1592181 1024387 0.7650 0.8581 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887278 0 4651 8162 883767 941930 0 -46634 8018 887278 830586 0 119526 8182 941930 739312 0 98365 7091 830586 616282 0 129244 6214 739312 0.0 1.0 0.0 false false 400450 342822 57628 57628 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THESE FUNDS ARE TO BE HELD IN PERPETUITY AS RESTRICTED BY DONOR. FUNDS EARN INTEREST THAT IS USED TO FUND PROGRAMS AND SERVICES AT HEALTHALLIANCE HOSPITAL. TULIP BALL (HONORS GALA) 95970 0 95970 0 0 33930 0 6000 31584 FINNAGAN GOLF 74680 0 74680 0 400 7920 0 0 25034 2 14912 14912 5253 185562 0 185562 0 400 41850 0 6000 61871 110121 75441 true HEALTHALLIANCE HOSPITAL 105 MARYS AVENUE KINGSTON NY 12401 141338470 501(C)(3) 24812 0 N/A N/A N/A 1 0 Employee Scholarships and Educational Expenses 4 6331 0 N/A N/A Employee Assistance 2 700 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOUNDATION OFFICE KEEPS A LOG OF INDIVIDUALS RECEIVING ASSISTANCE. THE INTENDED RECIPIENT REQUESTS FUNDS AGAINST GRANT INCOME FROM THE FOUNDATION AND HAS TO PROVIDE BACKUP TO SUPPORT THE INTENDED USE. THE FOUNDATION THEN REVIEWS AND APPROVES THE BACKUP TO THE REQUIREMENTS OF THE GRANT BEFORE THE FUNDS ARE RELEASED. false false false false false false false false false JOSHUA RATNER CEO (EFFECTIVE JULY 2023) Ex Officio 0 858807 0 299950 0 19500 0 46200 0 34577 0 1259034 0 0 MICHAEL DOYLE MD EXECUTIVE DIRECTOR/CMO/EX-OFFICIO TRUSTEE 0 516208 0 111648 0 556 0 8250 0 564 0 637226 0 0 CATHERINE ALLEN MD TRUSTEE 0 456551 0 0 0 0 0 33520 0 30224 0 520295 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S EXECUTIVE DIRECTOR/CMO RECEIVED COMPENSATION FROM A RELATED ORGANIZATION. IN ORDER TO ESTABLISH COMPENSATION PAYMENTS, THE RELATED ORGANIZATION TYPICALLY COMPLETES A COMPENSATION STUDY OR ENGAGES AN INDEPENDENT CONSULTANT. THE RESULTS OF SAID STUDY OR CONSULTANT'S FINDINGS ARE IMPLEMENTED INTO A WRITTEN EMPLOYMENT CONTRACT. ALL ACTIONS ABOVE ARE APPROVED BY THE BOARD OF DIRECTORS / COMPENSATION COMMITTEE PRIOR TO FINALIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE FOUNDATION IS HEALTHALLIANCE OF THE HUDSON VALLEY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body HEALTHALLIANCE HAS THE POWER TO APPOINT AND REMOVE THE DIRECTOR OF THE FOUNDATION BASED ON RECOMMENDATIONS OF THE BOARD OF DIRECTORS AND SUBJECT TO LIMITATIONS IN THE BYLAWS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ANY OR ALL OF THE DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE BY VOTE OF THE BOARD OF DIRECTORS, HOWEVER, HEALTHALLIANCE'S CONSENT SHALL BE REQUIRED TO REMOVE ANY DIRECTOR OF THE FOUNDATION WITHOUT CAUSE WHO ALSO SERVES AS A DIRECTOR OF THE BROADWAY CAMPUS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX ADVISORS WITH ASSISTANCE FROM THE ORGANIZATION'S FINANCE DEPARTMENT AND OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PROVIDED TO THE BOARD OF THE ORGANIZATION FOR APPROVAL PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY MEANS OF A SURVEY DEVELOPED AND APPROVED BY THE CHIEF COMPLIANCE OFFICER. THE SURVEY IS SENT TO ALL TRUSTEES, OFFICERS, AND KEY EXECUTIVES FOR COMPLETION. ALL SURVEY RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED IN THE RESPONSES ARE DISCUSSED WITH SENIOR MANAGEMENT AND/OR REFERRED TO THE WMCHEALTH CONFLICTS OF INTEREST COMMITTEE FOR DISCUSSION. POTENTIAL ACTIONS TO BE TAKEN IN RESPONSE TO A CONFLICT CAN BE ONE OR MORE OF THE FOLLOWING: 1)DISCLOSURE OF THE CONFLICT, 2) INDIVIDUAL RECUSAL FROM DECISIONS FOR TRANSACTIONS WHERE THAT INDIVIDUAL MAY HAVE A CONFLICT, 3) REQUEST IN WRITING THAT THE INDIVIDUAL ALLEVIATES THE CONFLICT, OR 4) REMOVAL OF THE INDIVIDUAL FROM EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances BAD DEBT EXPENSE - 2886; TRANSFER FROM AFFILIATES - 84208; BON SECOURS CHARITY HEALTH SYSTEM INC 255 LAFAYETTE AVE SUFFERN NY 10901 912135195 SUPPORTING NY 501(c)(3) Type III-FI WCHCC false BON SECOURS COMMUNITY HOSPITAL FDN 255 LAFAYETTE AVE SUFFERN NY 10901 810667395 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false BON SECOURS WARWICK HEALTH FOUNDATION 255 LAFAYETTE AVE SUFFERN NY 10901 141972807 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false GOOD SAMARITAN FDN FOR BETTER HEALTH 255 LAFAYETTE AVE SUFFERN NY 10901 133400353 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false HEALTH ALLIANCE INC 105 MARYS AVENUE KINGSTON NY 12401 261850453 SUPPORTING NY 501(c)(3) WCHCC false HEALTHALLIANCE HOSPITAL BROADWAY CAMPUS 396 BROADWAY KINGSTON NY 12401 141349558 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE HEALTH FOUNDATION 42084 STATE HIGHWAY 28 MARGARETVILLE NY 12455 261998454 SUPPORT FDN NY 501(c)(3) MMH false MARGARETVILLE MEMORIAL HOSPITAL 42084 STATE ROUTE 28 MARGARETVILLE NY 12455 150552726 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE NURSING HOME INC 42158 STATE HIGHWAY 28 MARGARETVILLE NY 12455 223143565 NURSING HOME NY 501(c)(3) 10 MMH false MID-HUDSON VALLEY EARLY EDUCATION CENTER 100 WOODS ROAD VALHALLA NY 10595 465534882 PRESCHOOL NY 501(c)(3) 10 WCHCC false NORTH ROAD LHCSA INC 100 WOODS ROAD VALHALLA NY 10595 465293268 HOMECARE SVCS NY 501(c)(3) 10 WCHCC false WESTCHESTER COUNTY HEALTH CARE CORP 100 WOODS ROAD VALHALLA NY 10595 133964321 HEALTHCARE NY NA false WESTCHESTER MEDICAL CENTER FOUNDATION 100 WOODS ROAD VALHALLA NY 10595 134095845 FUNDRAISING NY 501(c)(3) 7 WCHCC false WMC HEALTH NETWORK - ROCKLAND INC 100 WOODS ROAD VALHALLA NY 10595 320467873 SUPPORTING NY 501(c)(3) NA false WMC HEALTH NETWORK - ULSTER INC 100 WOODS ROAD VALHALLA NY 10595 320477183 SUPPORTING NY 501(c)(3) WCHCC false WMC NEW YORK INC 100 WOODS ROAD VALHALLA NY 10595 134107894 FUNDRAISING NY 501(c)(3) WCHCC false HealthAlliance Hospital 105 MARYS AVENUE KINGSTON NY 12401 141338470 EXEMPT HOSPital NY 501(c)(3) 3 HA INC false HUDSON RIVER WEST INSURANCE LIMITED 23 LIME TREE BAY AVE PO BOX 1051 GRAND CAYMAN CJ CAP INSURANCE CJ BSCHSI C Corporation false HUDSON RIVER NORTH INSURANCE LIMITED 23 LIME TREE BAY AVE PO BOX 1051 GRAND CAYMAN CJ CAP INSURANCE CJ HA INC C Corporation false NORTHEAST PROVIDER SOLUTIONS INC 100 WOODS ROAD VALHALLA NY 10595 133991673 MSO & HEARING NY NA C Corporation false WMC ADVANCED PHYSICIAN SERVICES PC 19 BRADHURST AVENUE HAWTHORNE NY 10595 264709927 PHYSICIAN OFF NY NA C Corporation false WCHCC (BERMUDA) LIMITED VICTORIA HALL 11 VICTORIA STREET HAMILTON BD CAP INSURANCE BD NA C Corporation false KINGSTON REGIONAL HEALTH CARE ENTERPRISE 105 MARYS AVENUE KINGSTON NY 12401 161514994 INVESTMENT NY HAH BWAY C Corporation false MID HUDSON PHYSICIANS PC 396 BROADWAY KINGSTON NY 12401 203564769 MEDICAL SVCS NY NA C Corporation false false true false false false false false false false false false false false false false false false false true Schedule R, Part II BON SECOURS CHARITY HEALTH SYSTEM, INC. (BSCHS) HEALTHALLIANCE FOUNDATION, INC. HAS A BROTHER-SISTER RELATIONSHIP WITH BSCHS'S SIX SUBORDINATES IN A GROUP EXEMPTION WITHIN BSCHS.