UNITED HOSPITAL FUND OF NEW YORK: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED HOSPITAL FUND OF NEW YORK (EIN 13-1562656)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2023-01-13
- IRS object ID
- 202320139349300842
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-13T13:27:24-06:00 | ReturnTs |
| Tax Period End | 2022-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131562656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED HOSPITAL FUND OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2124940700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | QUINCY MCLAIN | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 2124940700 | PhoneNum |
| Signature | 2023-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | QUINCY | PersonFirstNm |
| Person Last | MCLAIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | 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 | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | OXIRIS BARBOT MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,979,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UHFNYC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1879 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WORKING TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. (SEE SCH. O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | -$2,555 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,385,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,659,352 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $881,808 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $614,147 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,316,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,863,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$51,426 | PYOtherRevenueAmt |
| CY Other Revenue | $270,031 | CYOtherRevenueAmt |
| PY Total Revenue | $22,532,415 | PYTotalRevenueAmt |
| CY Total Revenue | $10,406,800 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $465,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $365,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,929,749 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,558,980 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $811,143 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,734,641 | PYOtherExpensesAmt |
| CY Other Expenses | $3,383,221 | CYOtherExpensesAmt |
| PY Total Expenses | $11,129,390 | PYTotalExpensesAmt |
| CY Total Expenses | $10,307,201 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,403,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $99,599 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $122,092,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,804,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,242,642 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,924,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,850,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,879,709 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED HOSPITAL FUND WORKS TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. AN INDEPENDENT, NONPROFIT ORGANIZATION, WE ARE A FORCE FOR IMPROVEMENT, ANALYZING PUBLIC POLICY TO INFORM DECISION-MAKERS, FINDING COMMON GROUND AMONG DIVERSE STAKEHOLDERS, AND DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT IMPROVE HEALTH AND HEALTH CARE. WE WORK TO DISMANTLE BARRIERS IN HEALTH POLICY AND HEALTH CARE DELIVERY THAT PREVENT EQUITABLE OPPORTUNITIES FOR HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,080,140 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OUHF'S QUALITY INSTITUTE WORKS TO IMPROVE HEALTH AND HEALTH CARE QUALITY IN NEW YORK BY IDENTIFYING AND SPREADING BEST PRACTICES ACROSS THE CONTINUUM OF CARE, DEVELOPING THE NEXT GENERATION OF QUALITY IMPROVEMENT LEADERS, AND HELPING TO ACHIEVE CONSENSUS ON THE MOST EFFECTIVE QUALITY ASSESSMENT MEASURES AND PATIENT ENGAGEMENT STRATEGIES. THE QUALITY INSTITUTE BUILDS ON UHF'S DECADE-LONG EXPERIENCE IN IMPLEMENTING HEALTH CARE QUALITY INITIATIVES AND GRANT-MAKING ACTIVITIES AS WELL AS ITS ROLE AS A NEUTRAL AND TRUSTED CONVENER OF DIVERSE STAKEHOLDERS IN THE HEALTH CARE COMMUNITY. UHF CONTINUED ITS WORK IN 2021 ON BEHALF OF THE NEW YORK STATE DEPARTMENT OF HEALTH TO IMPROVE TRANSPARENCY AND PUBLIC REPORTING TO BETTER SUPPORT CONSUMER DECISION MAKING. BUILDING ON PREVIOUS WORK ON HOSPITAL AND PRIMARY CARE QUALITY RATINGS, WORK IN 2021 FINALIZED AND PUBLISHED THE RESULTS OF A WORKGROUP FOCUSED ON DEVELOPING AND PRESENTING MEANINGFUL AND USER-FRIENDLY PRICING INFORMATION AND RESOURCES FOR A STATE WEBSITE DESIGNED TO SUPPORT CONSUMERS' HEALTH CARE JOURNEY. UHF COLLABORATED WITH THE ORGANIZATION BY CONVENING A MULTI-STAKEHOLDER WORKGROUP MADE UP OF PARTICIPANTS FROM CONSUMER ADVOCACY GROUPS, PROVIDERS, PAYERS, PROFESSIONAL AND TRADE ORGANIZATIONS, FOUNDATIONS, NONPROFITS, AND CONSULTING ORGANIZATIONS. UHF'S SYNTHESIS OF THE PROJECT, "NEW YOUR STATE DEPARTMENT OF HEALTH PRICE METHODOLOGY WORKGROUP: FINAL RECOMMENDATIONS" WAS PUBLISHED IN 2021 UHF, PARTNERING WITH GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA), GRADUATED THE 12TH CLASS OF ITS CLINICAL QUALITY FELLOWSHIP PROGRAM, AND SELECTED A NEW FELLOWSHIP CLASS OF 30 PHYSICIANS, NURSES, AND PHYSICIAN ASSISTANTS, MATCHING THE LARGEST EVER CLASS SIZE. THE PROGRAM SUPPORTS THE TRAINING AND PROFESSIONAL DEVELOPMENT OF EARLY AND MID-CAREER CLINICIANS FROM HOSPITALS ACROSS THE REGION TO HELP THEM TO LEAD AND CHAMPION QUALITY IMPROVEMENT INITIATIVES IN THEIR OWN INSTITUTIONS. THE QUALITY INSTITUTE COMPLETED A PROJECT IN 2021 USING PATIENT-CENTERED CO-DESIGN METHODS TO INVOLVE PRIMARY CARE PROVIDERS FROM A LARGE HEALTH SYSTEM AND THEIR PATIENTS IN THE DEVELOPMENT OF A PROTOTYPE DASHBOARD TO SUPPORT BETTER COMMUNICATION BETWEEN PATIENTS AND THEIR PROVIDERS. THIS 'HOW'S MY HEALTH DASHBOARD' PROJECT RESULTED IN PUBLICATION OF A HIGHLY REGARDED REPORT, "DESIGNING A DIGITAL PLATFORM TO MONITOR HEALTH STATUS AND FOSTER TRUST BETWEEN PATIENTS AND CLINICIANS. CO-DESIGN WORK INFORMING THE FINAL REPORT INCLUDED INTERVIEWS ABOUT USE OF HEALTH INFORMATION TECHNOLOGY, CREATING THE CONTENT AND DESIGN OF THE DASHBOARD, USER FEEDBACK ABOUT THE PROTOTYPE, AND ASSESSING INDIVIDUAL, ORGANIZATIONAL, AND CULTURAL FACTORS THAT WOULD FACILITATE ITS ADOPTION.A PROJECT CONCLUDED THAT BROUGHT TOGETHER EIGHT SKILLED NURSING FACILITIES TO COLLABORATE ON CREATING SAFER AND MORE EFFECTIVE TRANSITIONS BACK HOME FOR SHORT STAY RESIDENTS. THE COLLABORATIVE IMPROVED TRANSITION PLANNING SO THAT IT BETTER ALIGNS WITH THE NEEDS AND PRIORITIES OF OLDER, VULNERABLE PATIENTS AND THEIR FAMILY CAREGIVERS. PARTICIPANTS ARE ADDRESSING GAPS IN CARE COORDINATION, CONTINUITY, COMMUNICATION, AND MEDICATION MANAGEMENT THROUGH INTERVENTIONS BASED ON SUCCESSFUL TRANSITIONAL MODELS OF CARE. THE RESULTING REPORT "HEADING HOME FROM A SKILLED NURSING FACILITY: INTERVENTIONS AND TOOLS FOR IMPROVING THE TRANSITION" WAS RELEASED NEAR THE END OF THE FISCAL YEAR. UHF CONTINUED ITS QUALITY LEADERS FORUM IN 2021 PROVIDING AN OPPORTUNITY FOR REGIONAL CLINICAL QUALITY LEADERS TO ADDRESS CURRENT ISSUES THROUGH INTIMATE DISCUSSIONS WITH LOCAL AND NATIONAL EXPERTS. VIRTUAL FORUM MEETINGS IN 2021 INCLUDED CONVERSATIONS WITH THE COMMISSIONER OF THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE ON COVID-19, A PANEL OF NEW YORK CITY QUALITY LEADERS ON HEALTH EQUITY, AN INSTITUTE FOR HEALTHCARE IMPROVEMENT EXECUTIVE ON WHAT MATTERS TO PATIENTS, AND A UK NATIONAL HEALTH SERVICE LEADER ON SIMPLE TOOLS FOR DRIVING ORGANIZATION AND SYSTEM CHANGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,035,270 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OUHF'S CLINICAL-COMMUNITY PARTNERSHIPS PRIORITY AREA WORKS AT THE INTERSECTION OF HEALTH CARE, SOCIAL SERVICE AGENCIES, AND COMMUNITIES TO ADDRESS STRESSORS LIKE INADEQUATE HOUSING, UNEMPLOYMENT, POOR NUTRITION, AND POVERTY KNOWN AS "SOCIAL DETERMINANTS OF HEALTH" THAT CAN CAUSE LASTING, LIFELONG EFFECTS ON PHYSICAL AND EMOTIONAL WELL-BEING. WORK IN THIS PRIORITY AREA IN 2021 CONTINUED TO EXPAND BEYOND THE SIGNIFICANT FOCUS ON EARLY CHILDHOOD HEALTH AND WELL-BEING. UHF PUBLISHED "PROFILES IN INTEGRATED FAMILYCARE," A REPORT FEATURING THE STORIES OF FIVE PROVIDERS ACROSS VERY DIFFERENT DELIVERY SYSTEM SETTINGS THAT ARE ALL ACTIVELY IMPLEMENTING ELEMENTS OF THE PREVIOUSLY PUBLISHED UHF INTEGRATED FAMILY CARE RUBRIC. UHF ALSO PUBLISHED "FOOD INSECURITY AND HEALTHCARE: ADDRESSING FOOD INSECURITY THROUGH THE HEALTH CARE SYSTEM IN NEW YORK. THIS WORK CONDUCTED IN PARTNERSHIP WITH BOSTON CONSULTING GROUP MEASURED THE SCALE OF FOOD INSECURITY IN HEW YORK, ASSESSED THE ROLE THAT HEALTH CARE SYSTEMS CAN PLAY IN ADDRESSING THE FOOD INSECURITY, AND REVIEWED POTENTIAL POLICY AND PROGRAMMATIC INTERVENTIONS TO LESSEN THE BURDEN OF FOOD INSECURITY ON NEW YORK INDIVIDUALS AND FAMILIES. AN ACCOMPANYING COMMENTARY DISCUSSED THE ROLE OF SYSTEMIC RACISM IN FOOD INSECURITY AND THE POTENTIAL FOR HEALTH CARE TO PARTNER WITH COMMUNITY-BASED SOCIAL SERVICE ORGANIZATIONS TO ADDRESS THOSE SYSTEMIC INEQUITIES. THE CHILDREN'S HEALTH INITIATIVE COMPLETED A SECOND YEAR OF THE PEDIATRICS FOR AN EQUITABLE DEVELOPMENTAL START (PEDS) LEARNING NETWORK IN 2021. THE NETWORK AIMS TO REDUCE INEQUITIES IN CHILDHOOD BY INCREASING THE NUMBER OF YOUNG CHILDREN RECEIVING PRIMARY CARE-BASED INTERVENTIONS THAT PROMOTE HEALTHY DEVELOPMENT, ADDRESS UNMET SOCIAL AND DEVELOPMENTAL NEEDS, AND STRENGTHEN FAMILIES. A CLASS OF EIGHT INAUGURAL PEDS FELLOWS GRADUATED FROM A 15-MONTH PROGRAM PROVIDING MENTORSHIP, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND A STIPEND TO IMPLEMENT AN EQUITY-FOCUSED, CHILD HEALTH PROJECT IN THEIR WORK. PROJECTS RANGED FROM DEVELOPMENTAL MILESTONES FOR NON-ENGLISH-SPEAKING FAMILIES TO AN INDOOR GARDEN CONNECTED TO HEALTHY FOOD SUPPORTS IN THE COMMUNITY. ADDITIONAL PROGRAMMING WAS PROVIDED TO A GROWING NETWORK OF CHILD-SERVING STAKEHOLDERS WITH A FOCUS ON EQUITY IN EARLY CHILDHOOD CARE. A LARGE ONLINE RESOURCE CENTER CONTINUED TO GROW, PROVIDING PRACTICAL TIPS AND ANNOTATED LISTS OF RESOURCES AND READINGS TO SUPPORT PRACTITIONERS IN FOUNDATIONAL TOPICS INCLUDING SOCIAL NEEDS OF YOUNG CHILDREN AND FAMILIES, BEHAVIORAL HEALTH SCREENING, WAYS TO SUPPORT AND PARTNER WITH PARENTS, WORKFORCE TRAINING IN EQUITY, AND MORE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $980,829 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $598,147 | RevenueAmt |
| Desc | SEE SCHEDULE OUHF'S MEDICAID INSTITUTE WORKS TO EFFECT POSITIVE CHANGE IN THE DESIGN AND OPERATION OF NEW YORK STATE'S MEDICAID PROGRAM, WHICH SERVES MORE THAN 6 MILLION NEW YORKERS AND ACCOUNTS FOR SPENDING OF APPROXIMATELY $90 BILLION ANNUALLY. MEDICAID ACCOUNTS FOR ABOUT A THIRD OF THE STATE'S HEALTH CARE ECONOMY. THE MEDICAID INSTITUTE PRODUCES RESEARCH, ANALYSIS, AND PUBLICATIONS THAT INFORM POLICY DISCUSSIONS AT EVERY STAGE AND LEVEL, AND CONVENES MEETINGS, AND CONFERENCES WITH GOVERNMENT OFFICIALS, HEALTH CARE PROVIDERS, INSURERS, PROGRAM ADMINISTRATORS, ADVOCATES, AND OTHER MAJOR STAKEHOLDERS, TO IDENTIFY AND ADDRESS IMPORTANT ISSUES AFFECTING BOTH HEALTH CARE PROVIDERS AND BENEFICIARIES. IN 2021, THE MEDICAID INSTITUTE CONDUCTED BACKGROUND RESEARCH FOR THE NEW YORK STATE MEDICAID PROGRAM ON TOPICS INCLUDING CHILDREN'S HEALTH, MEDICAL RESPITE SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS, CHRONIC DISEASE MANAGEMENT, AND HEALTH EQUITY. THE INSTITUTE ALSO PUBLISHED "IMPROVING NUTRITION AND INFANT HEALTH THROUGH WIC: OPPORTUNITIES DURING AND BEYOND A PUBLIC HEALTH CRISIS." RECOGNIZING THE REALITY OF FOOD INSECURITY FOR MANY NEW YORKERS WHO ARE ENROLLED IN MEDICAID, THE BRIEF FOCUSED ON HOW MEDICAID PLANS AND PROVIDERS CAN IMPROVE INFANT HEALTH AND REDUCE LOW BIRTHWEIGHT IN THE STATE BY LEVERAGING WIC TO REDUCE FOOD INSECURITY. MEDICAID INSTITUTE PROVIDED STAFF LEVEL SUPPORT TO THE STATE FOR THE CHILDREN'S HEALTH VALUE-BASED PAYMENT SUBCOMMITTEE AND CLINICAL ADVISORY GROUP CHARGED WITH REVIEWING AND RECOMMENDING VALUE-BASED PAYMENT MEASURES FOR NEW YORK'S MEDICAID PROGRAM. STAFF ALSO SUPPORTED ONGOING IMPLEMENTATION OF THE STATE'S FIRST 1,000 DAYS ON MEDICAID INITIATIVE. UHF ALSO SPONSORED ITS ANNUAL MEDICAID CONFERENCE, KEYNOTED BY THE STATE MEDICAID DIRECTOR BRETT FRIEDMAN, AND VIRTUALLY ATTENDED BY MORE THAN 600 HEALTH CARE POLICY MAKERS, PROVIDERS, INSURERS, AND COMMUNITY ORGANIZATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,106,496 | ExpenseAmt |
| Grant | $365,000 | GrantAmt |
| Revenue | $16,000 | RevenueAmt |
| Desc | AS THE PANDEMIC CONTINUED TO WREAK HAVOC ON THE HEALTH CARE SYSTEM AND HEALTH INSURANCE MARKETS IN NEW YOUR, UHF CONTINUED TO PROVIDE DEEP INSIGHTS IN 2021 FOR CONSUMERS AND POLICY MAKERS ALIKE AS THEY NAVIGATED THE CONSTANTLY SHIFTING LANDSCAPE. UHF'S HEALTH INSURANCE PROJECT RELEASED THREE REPORTS FOCUSED ON COVERAGE AFFORDABILITY IN THE CONTEXT OF FEDERAL PANDEMIC RELIEF. "A SHOT IN THE ARM: AMERICAN RESCUE PLAN ACT BOOSTS HEALTH COVERAGE AFFORDABILITY" FOCUSED ON INCREASED SUBSIDIES AND PREMIUM TAX CREDITS FOR MORE NEW YORKERS. "EXTRA COVERAGE HELP UNDER THE AMERICAN RESCUE PLAN FOR NEW YORKERS WHO LOST JOBS AND JOB-BASED INSURANCE" REVIEWED OPTIONS FOR MORE AFFORDABLE EMPLOYER CONTINUATION COVERAGE, SUPPORTS FOR THOSE WORKERS WHO RECEIVED UNEMPLOYMENT BENEFITS IN 2021, AND PROTECTIONS FOR CONSUMERS FROM REPAYING PREVIOUSLY RECEIVED PREMIUM TAX CREDITS. "AFTER THE AMERICAN RESCUE PLAN: TRICK OR TREAT?" ASSESSED THE POTENTIAL OF COVERAGE LOSSES IN NEW YORK WITHOUT CONTINUING FEDERAL SUPPORT OUTLINED IN THE PREVIOUS REPORTS. THROUGHOUT THE YEAR, COVID-19 CONTINUED TO IMPACT THE COMMUNITY AND GUIDE UHF'S WORK. A COMMENTARY SERIES INITIATED IN 2020 CONTINUED IN 2021 WITH 6 INTERNAL AND EXTERNALLY WRITTEN PIECES FOCUSING ON COVID ISSUES RANGING FROM VACCINES FOR INDIVIDUALS WITH DISABILITIES TO SUPPORTING THE ASIAN AMERICAN COMMUNITY RECOVERY FROM THE PANDEMIC. THE SERIES ALSO GREW TO INCLUDE NON-COVID TOPICS INCLUDING LANGUAGE ACCESS AND EFFECTIVE SPENDING OF OPIOID SETTLEMENT FUNDS. HEALTH EQUITY AND COVID-19 PRACTICE INNOVATIONS WERE THE MAIN TOPICS OF THE 32ND ANNUAL SYMPOSIUM ON HEALTH CARE SERVICES IN NEW YORK: RESEARCH AND PRACTICE, JOINTLY SPONSORED BY UNITED HOSPITAL FUND AND THE GREATER NEW YORK HOSPITAL ASSOCIATION. MORE THAN 100 PARTICIPANTS JOINED FOR A KEYNOTE PRESENTATION BY AMA SENIOR VICE PRESIDENT AND CHIEF HEALTH EQUITY OFFICER ALETHA MAYBAK, TWO PANELS FOCUSED ON COVID-19 VACCINES AND IMPACTED SUBPOPULATIONS RESPECTIVELY, AND A VIDEO POSTER SESSION PRESENTING AN ARRAY OF HEALTH SERVICES RESEARCH FROM THE FIELD. UHF AWARDED $365,000 IN GRANTS IN FY22 TO SUPPORT ONGOING PROGRAMS TO IMPROVE TRANSITIONS OF CARE FROM SKILLED NURSING FACILITIES TO HOME, AND TO SUPPORT CLINICAL QUALITY IMPROVEMENT TRAINING AND SPECIALLY ACCESS WORK WITH NEW YORK AREA PROVIDERS.OTHER PROGRAM EXPENSE DESCRIPTION EXPENSES REVENUEPUBLICATIONS AND INFO. SERVICES $1,340,144 $0LIBRARY $603,099 $0GRANT $584,923 $16,000INSURANCE ACCESS $316,640 $0PROGRAM GENERAL $261,690 $0 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,106,496 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $365,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $16,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,202,735 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUINCY MCLAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124940700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY SHIH MD | ||||||||
| PRESIDENT | 35.00 | 0.00 | Yes (X) | Yes (X) | $509,515 | $0 | $40,465 | |
| JOHN C SIMONS | ||||||||
| CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J BARCLAY COLLINS II | ||||||||
| CHAIRMAN EMERITUS | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JO IVEY BOUFFORD MD | ||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| OXIRIS BARBOT MD | ||||||||
| DIRECTOR (AS OF 06/2021) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NEERA CHAUDHARY | ||||||||
| DIRECTOR (AS OF 06/2021) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE C CHRISTENSEN JR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET CROTTY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL J DANIEL MDFACPFACG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER DURAND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GALVIN MD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER L HOWSE PHD | ||||||||
| DIRECTOR (THRU 06/2021) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE KEILIN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARY A KRAVET | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH N KURILOFF | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEERA MANI MD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD P MILSTEIN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANA R MORALES MD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C OSBORNE JR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SEUN SALAMI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY SHORRIS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN M SULLIVAN-MARX PHDRN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH C TULLY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA YASTINE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA ABRAMS | ||||||||
| SENIOR VICE PRESIDENT (THRU 05/2021) | 35.00 | 0.00 | Yes (X) | $415,083 | $0 | $30,403 | ||
| SALLY ROGERS | ||||||||
| SENIOR VICE PRESIDENT | 35.00 | 0.00 | Yes (X) | $295,700 | $0 | $42,262 | ||
| CHAD SHEARER | ||||||||
| SENIOR VICE PRESIDENT | 35.00 | 0.00 | Yes (X) | $283,035 | $0 | $31,566 | ||
| QUINCY MCLAIN | ||||||||
| VICE PRESIDENT & CFO | 35.00 | 0.00 | Yes (X) | $199,293 | $0 | $46,901 | ||
| VAUGHN MURRIA | ||||||||
| VICE PRESIDENT | 35.00 | 0.00 | Yes (X) | $194,618 | $0 | $26,678 | ||
| AMANDA WILLIAMS | ||||||||
| CORPORATE SECRETARY | 40.00 | 0.00 | Yes (X) | $108,293 | $0 | $30,304 | ||
| ANNE-MARIE AUDET | ||||||||
| SENIOR MEDICAL OFFICER | 21.00 | 0.00 | $188,177 | $0 | $29,386 | Yes (X) | ||
| PETER NEWELL | ||||||||
| DIRECTOR, HEALTH INSURANCE | 35.00 | 0.00 | $188,047 | $0 | $19,733 | Yes (X) | ||
| ADAM FIFIELD | ||||||||
| DIRECTOR, COMMUNICATIONS | 35.00 | 0.00 | $169,404 | $0 | $41,268 | Yes (X) | ||
| CATHERINE ARNST | ||||||||
| DIRECTOR, PUBLIC INFORMATION | 35.00 | 0.00 | $166,625 | $0 | $33,327 | Yes (X) | ||
| JOAN CUZIK | ||||||||
| DIRECTOR, QUALITY | 35.00 | 0.00 | $158,764 | $0 | $50,561 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,876,554 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $422,854 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANATT PHELPS & PHILLIPS LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $300,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,327,949 | FundraisingAmt |
| Government Grants | $853,447 | GovernmentGrantsAmt |
| All Other Contributions | $2,477,956 | AllOtherContributionsAmt |
| Noncash Contributions | $1,728 | NoncashContributionsAmt |
| Total Contributions | $4,659,352 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXCHANGE REVENUE | 900099 | $598,147 | $598,147 |
| CONFERENCE | 900099 | $15,000 | $15,000 |
| RESEARCH SYMPOSIUM | 900099 | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $614,147 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,823 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $223,378 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,175,800 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,533,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,642,447 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,642,447 | TotalRevenueColumnAmt |
| Exclusion | $4,642,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,327,949 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,993 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,993 | TotalRevenueColumnAmt |
| Exclusion | -$38,993 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LICENSE FEES | 900099 | $308,172 | $308,172 |
| MISCELLANEOUS INCOME | 900099 | $852 | $852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $309,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,406,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $614,147 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,135,856 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,000 | TotalAmt |
| Program Services | $365,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,571 | TotalAmt |
| Program Services | $1,351,769 | ProgramServicesAmt |
| Management And General | $646,096 | ManagementAndGeneralAmt |
| Fundraising | $156,706 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,221,880 | TotalAmt |
| Program Services | $2,059,179 | ProgramServicesAmt |
| Management And General | $926,738 | ManagementAndGeneralAmt |
| Fundraising | $235,963 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,399 | TotalAmt |
| Program Services | $129,890 | ProgramServicesAmt |
| Management And General | $131,146 | ManagementAndGeneralAmt |
| Fundraising | $18,363 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,248 | TotalAmt |
| Program Services | $270,216 | ProgramServicesAmt |
| Management And General | $272,830 | ManagementAndGeneralAmt |
| Fundraising | $38,202 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,882 | TotalAmt |
| Program Services | $149,640 | ProgramServicesAmt |
| Management And General | $151,088 | ManagementAndGeneralAmt |
| Fundraising | $21,154 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,842 | TotalAmt |
| Management And General | $35,842 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,080 | TotalAmt |
| Management And General | $90,080 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,750 | TotalAmt |
| Program Services | $95,750 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,218 | TotalAmt |
| Management And General | $105,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,513 | TotalAmt |
| Program Services | $669,168 | ProgramServicesAmt |
| Management And General | $129,518 | ManagementAndGeneralAmt |
| Fundraising | $3,827 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,327 | TotalAmt |
| Program Services | $82,194 | ProgramServicesAmt |
| Management And General | $70,928 | ManagementAndGeneralAmt |
| Fundraising | $36,205 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,154 | TotalAmt |
| Program Services | $26,879 | ProgramServicesAmt |
| Management And General | $65,588 | ManagementAndGeneralAmt |
| Fundraising | $17,687 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,715 | TotalAmt |
| Program Services | $496,732 | ProgramServicesAmt |
| Management And General | $474,599 | ManagementAndGeneralAmt |
| Fundraising | $96,384 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,716 | TotalAmt |
| Program Services | $2,272 | ProgramServicesAmt |
| Management And General | $444 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,221 | TotalAmt |
| Program Services | $51,436 | ProgramServicesAmt |
| Management And General | $13,066 | ManagementAndGeneralAmt |
| Fundraising | $12,719 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,109 | TotalAmt |
| Program Services | $147,776 | ProgramServicesAmt |
| Management And General | $96,316 | ManagementAndGeneralAmt |
| Fundraising | $31,017 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,362 | TotalAmt |
| Program Services | $60,052 | ProgramServicesAmt |
| Management And General | $38,754 | ManagementAndGeneralAmt |
| Fundraising | $12,556 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $98,323 | $65,441 | $29,572 | $3,310 |
| COVID CANCELLATION FEES | $81,000 | $3,701 | $8,864 | $68,435 |
| PRINTING & PUBLISHING | $76,605 | $30,905 | $45,700 | |
| BOOKS & DATA PURCHASES | $117 | $117 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,169 | TotalAmt |
| Program Services | $144,735 | ProgramServicesAmt |
| Management And General | $6,519 | ManagementAndGeneralAmt |
| Fundraising | $12,915 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,307,201 | TotalAmt |
| Program Services | $6,202,735 | ProgramServicesAmt |
| Management And General | $3,293,323 | ManagementAndGeneralAmt |
| Fundraising | $811,143 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,910,512 | BOYAmt |
| EOY | $2,977,991 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,293 | BOYAmt |
| EOY | $325,205 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,526 | BOYAmt |
| EOY | $732,283 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,507 | BOYAmt |
| EOY | $132,560 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,019 | BOYAmt |
| EOY | $370,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,882,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,765,066 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,325,178 | BOYAmt |
| EOY | $1,117,305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,495 | BOYAmt |
| EOY | $1,308,802 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,323,188 | BOYAmt |
| EOY | $107,006,853 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,714,083 | BOYAmt |
| EOY | $4,832,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,092,801 | BOYAmt |
| EOY | $118,804,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,277 | BOYAmt |
| EOY | $724,398 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,575 | BOYAmt |
| EOY | $369,232 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,790 | BOYAmt |
| EOY | $1,830,713 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,242,642 | BOYAmt |
| EOY | $2,924,343 | 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 | $90,282,795 | BOYAmt |
| EOY | $89,006,273 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,567,364 | BOYAmt |
| EOY | $26,873,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,850,159 | BOYAmt |
| EOY | $115,879,709 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,092,801 | BOYAmt |
| EOY | $118,804,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $99,599 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,233,821 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $163,772 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,130,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,809,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,259,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,385,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,659,352 | CurrentTaxYearAmt |
| Total | $23,245,223 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,130,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,809,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,259,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,385,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,659,352 | CurrentTaxYearAmt |
| Total | $23,245,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,758,883 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,486,340 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $610,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $796,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $972,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,378 | CurrentTaxYearAmt |
| Total | $2,916,148 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $309,024 | CurrentTaxYearAmt |
| Total | $823,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,984,876 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,727,286 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM EVENTS - 2017 AMOUNT: $ 155,600. 2018 AMOUNT: $ 152,800. 2019 AMOUNT: $ 155,100. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. MISC INCOME - 2017 AMOUNT: $ 2,485. 2018 AMOUNT: $ 35. 2019 AMOUNT: $ 48,461. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 852. LICENSE FEES - 2021 AMOUNT: $ 308,172. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $95,750 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $95,750 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS INCURRED FOR LOBBYING WERE FOR DIRECT CONTACT WITH LEGISLATORS AND OTHER STATE OFFICIALS, TO DETERMINE THOSE BUDGETARY APPROPRIATIONS THAT WOULD SUPPORT THE ORGANIZATION'S PROGRAMS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,484,207 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,304,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,095,899 | OtherExpendituresAmt |
| End Year Balance | $107,692,504 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,374,648 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,751,607 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,642,048 | OtherExpendituresAmt |
| End Year Balance | $110,484,207 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,075,720 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,828,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,530,002 | OtherExpendituresAmt |
| End Year Balance | $92,374,648 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,400,019 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,977,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,301,616 | OtherExpendituresAmt |
| End Year Balance | $92,075,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,210,010 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,541,959 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,351,950 | OtherExpendituresAmt |
| End Year Balance | $97,400,019 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02260 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,955,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,053,150 | DepreciationAmt |
| Book Value | $902,702 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $926,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $711,916 | DepreciationAmt |
| Book Value | $214,603 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,117,305 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS - DIRECTIONAL | $2,200,076 | F |
| HEDGE FUNDS - NON DIRECTIONAL | $103,820,531 | F |
| PRIVATE REAL ESTATES | $986,246 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $107,006,853 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT OBLIGATION | $1,452,247 |
| ACCRUED POSTRETIREMENT BENEFIT | $378,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,830,713 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,719,432 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,233,821 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $500,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $151,671 | OtherRevenueAmt |
| Revenue Not Reported | -$1,582,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,301,582 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $105,218 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $105,218 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,406,800 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,689,882 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $500,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $500,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,189,882 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $105,218 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,101 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $117,319 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,307,201 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UHF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO UHF'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. UHF DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY AT FEBRUARY 28, 2022 OR 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT RELATED CHANGES 32,869. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 118,802. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESCINDED/REFUNDED GRANTS 12,101. |
| PART XI, LINE 2D: | OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED IN 990 - INVESTMENT RETURN DESIGNATED FOR CURRENT OPERATIONS - UHF MAINTAINS AN INVESTMENT POOL FOR CERTAIN INVESTMENTS. ITS BOARD OF DIRECTORS HAS AUTHORIZED A POLICY TO PROVIDE A PREDICTABLE FLOW OF FUNDS TO SUPPORT OPERATIONS. THE POLICY PERMITS ALLOCATION BASED ON TRAILING MOVING AVERAGE OF THE POOL CALCULATED AS OF THE CALENDAR YEAR-END, AS OPERATING INCOME IN THE FOLLOWING FISCAL YEAR, EVEN IN THE EVENT THE ACTUAL RETURN ACHIEVED IS INADEQUATE TO MEET THE ALLOCATION. THE ALLOCATION AUTHORIZED WAS 5.5%. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $103,937 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $103,937 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $103,937 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART IV, FOREIGN FORMS: | THE UNITED HOSPITAL FUND INVESTS IN DOMESTIC AND FOREIGN ALTERNATIVE INVESTMENTS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. UHF'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLD REQUIRED FOR FILING FORM 926, 5471, 8621, AND 8865; TO THE EXTENT THAT THE ORGANIZATION IS REQUIRED TO FILE THESE FORMS, THEY HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $979,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $979,850 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $4,105 | OtherDirectExpensesEvent1Amt |
| Event2 | TRIBUTE | Event2Nm |
| Gross Receipts Event2 | $348,099 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $348,099 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $34,888 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,327,949 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,327,949 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $38,993 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,993 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,993 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II: | FormAndLineReferenceDesc |
| Explanation | FUND-RAISING EVENTS BEGINNING IN MARCH 2020, UNITED HOSPITAL FUND OF NEW YORK ("UHFNY") EXPERIENCED CHANGES TO ITS OPERATIONS AS A RESULT OF THE COVID-19 PANDEMIC. AS SUCH, IN-PERSON FUNDRAISING EVENTS MOVED TO VIRTUAL EVENTS AND CONNECTIONS WITH DONORS TURNED TO ONLINE FORMATS WHICH REDUCED REVENUE FOR IN-PERSON TICKETS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| GREATER NY HOSPITAL ASSOCIATION | ||||||||
| 555 WEST 57TH ST 15TH FL | NEW YORK | NY | 10019 | 132954140 | 501(C)(3) | $125,000 | $0 | TO BUILD PROVIDER CAPACITY AND ENHANCE THE QUALITY OF CARE WITHIN HEALTH SYSTEMS ACROSS NY |
| ARCHCARE AT MARY MANNING WALSH | ||||||||
| 1339 YORK AVENUE | NEW YORK | NY | 10021 | 136220617 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| COBBLE HILL HEALTH CENTER | ||||||||
| 380 HENRY STREET | BROOKLYN | NY | 11201 | 112388200 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| EGER HEALTH CARE AND REHABILIATION CENTER | ||||||||
| 140 MEISNER AVENUE | STATEN ISLAND | NY | 10306 | 133524533 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| GURWIN JEWISH NURSING & REHABILITATION CENTER | ||||||||
| 68 HAUPPAUGE ROAD | COMMACK | NY | 11725 | 112785201 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| HEBREW HOME AT RIVERDALE | ||||||||
| 5901 PALISADE AVENUE | BRONX | NY | 10471 | 131739971 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| JAMAICA HOSPITAL NURSING HOME | ||||||||
| 89-40 135TH STREET | JAMAICA | NY | 11418 | 237216197 | 501(C)(3) | $40,000 | $0 | ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS PROCEDURE UNITED HOSPITAL FUND ("UHF") INVITES TAX-EXEMPT 501(C)(3) ORGANIZATIONS TO SUBMIT LETTERS OF INTENT OR PROPOSALS FOR GRANT FUNDS FOR INITIATIVES OR PROJECTS THAT RELATE TO UHF'S PRIORITIES. SOME OF THE LETTERS OF INTENT WILL RESULT IN A REQUEST FOR PROPOSALS TO PROVIDE A MORE IN-DEPTH DESCRIPTION OF THE PROPOSED SCOPE OR WORK AND THE PLANS FOR EVALUATING THE PROJECT'S ACHIEVEMENT. IN ADDITION, THE PROPOSAL PROVIDES A DETAILED BUDGET SUPPORTING THE REQUESTED AMOUNT AND A BUDGET NARRATIVE. UHF STAFF REVIEW PROPOSALS AND MAKE RECOMMENDATIONS TO THE PROGRAM COMMITTEE OF THE BOARD ON THOSE PROPOSALS THAT ARE CONSISTENT WITH UHF PRIORITIES AND THAT OFFER THE GREATEST IMPACT AND POTENTIAL TO ACHIEVE SUCCESS. THE BOARD HAS DELEGATED FINAL DECISION MAKING ON GRANTS TO THE PROGRAM COMMITTEE WITHIN THE BOUNDS OF AN ANNUALLY DETERMINED GRANT BUDGET. GRANTEES ARE NOTIFIED OF THEIR GRANT AWARDS, THE REPORTING REQUIREMENTS, AND ARE PROVIDED AN UPFRONT PARTIAL PAYMENT. UHF MONITORS THE GRANTEES THROUGHOUT THE GRANT PERIOD FOR PROGRESS VIA MEETINGS, TELEPHONE CALLS, AND SUBMISSION OF NARRATIVE AND FINANCIAL REPORTS. STAFF REVIEW AND APPROVE (OR NOT) FINANCIAL REPORTS SUBMITTED. AT CERTAIN PROGRESS MARKERS, UHF WILL MAKE ADDITIONAL PARTIAL PAYMENTS. ONCE THE GRANT PERIOD AND SCOPE OF WORK IS COMPLETED AS DOCUMENTED BY ACCEPTABLE FINAL NARRATIVE AND FINANCIAL REPORTS, FINAL PAYMENT IS MADE TO THE GRANTEE. SHOULD THE GRANTEE AT ANY POINT FAIL TO MEET THE TERMS OF THE GRANT, UHF HAS THE RIGHT TO TERMINATE THE GRANT AND NO FURTHER PAYMENTS WILL BE MADE. UHF RESERVES THE RIGHT TO INSTRUCT GRANTEES TO CEASE WORK ON A TERMINATED PROJECT AND RETURN UNUSED GRANT FUNDS ALREADY FORWARDED TO THE GRANTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY SHIH MD | ||||||||||||||
| PRESIDENT | $490,015 | $0 | $0 | $0 | $19,500 | $0 | $14,500 | $0 | $25,965 | $0 | $549,980 | $0 | $0 | $0 |
| SHEILA ABRAMS | ||||||||||||||
| SENIOR VICE PRESIDENT (THRU 05/2021) | $407,333 | $0 | $0 | $0 | $7,750 | $0 | $23,200 | $0 | $7,203 | $0 | $445,486 | $0 | $0 | $0 |
| SALLY ROGERS | ||||||||||||||
| SENIOR VICE PRESIDENT | $276,200 | $0 | $0 | $0 | $19,500 | $0 | $23,200 | $0 | $19,062 | $0 | $337,962 | $0 | $0 | $0 |
| CHAD SHEARER | ||||||||||||||
| SENIOR VICE PRESIDENT | $263,535 | $0 | $0 | $0 | $19,500 | $0 | $18,668 | $0 | $12,898 | $0 | $314,601 | $0 | $0 | $0 |
| QUINCY MCLAIN | ||||||||||||||
| VICE PRESIDENT & CFO | $180,794 | $0 | $0 | $0 | $18,499 | $0 | $8,484 | $0 | $38,417 | $0 | $246,194 | $0 | $0 | $0 |
| VAUGHN MURRIA | ||||||||||||||
| VICE PRESIDENT | $175,118 | $0 | $0 | $0 | $19,500 | $0 | $13,983 | $0 | $12,695 | $0 | $221,296 | $0 | $0 | $0 |
| ANNE-MARIE AUDET | ||||||||||||||
| SENIOR MEDICAL OFFICER | $176,139 | $0 | $0 | $0 | $12,038 | $0 | $11,574 | $0 | $17,812 | $0 | $217,563 | $0 | $0 | $0 |
| ADAM FIFIELD | ||||||||||||||
| DIRECTOR, COMMUNICATIONS | $159,004 | $0 | $0 | $0 | $10,400 | $0 | $7,660 | $0 | $33,608 | $0 | $210,672 | $0 | $0 | $0 |
| JOAN CUZIK | ||||||||||||||
| DIRECTOR, QUALITY | $139,614 | $0 | $0 | $0 | $19,150 | $0 | $8,538 | $0 | $42,023 | $0 | $209,325 | $0 | $0 | $0 |
| PETER NEWELL | ||||||||||||||
| DIRECTOR, HEALTH INSURANCE | $168,547 | $0 | $0 | $0 | $19,500 | $0 | $15,050 | $0 | $4,683 | $0 | $207,780 | $0 | $0 | $0 |
| CATHERINE ARNST | ||||||||||||||
| DIRECTOR, PUBLIC INFORMATION | $147,125 | $0 | $0 | $0 | $19,500 | $0 | $8,881 | $0 | $24,446 | $0 | $199,952 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | IN ANY GIVEN YEAR SOME UNITED HOSPITAL FUND STAFF MAY BE AWARDED BONUSES FOR EXTRAORDINARY WORK PERFORMANCE AND ACCOMPLISHMENTS. TO THE EXTENT THE BONUSES RELATES TO A STAFF PERSON WHOSE COMPENSATION AWARDS ARE SUBJECT TO APPROVAL BY THE SUB COMMITTEE ON EXECUTIVE COMPENSATION (SUB COMMITTEE), THE BONUS RECOMMENDATIONS ARE INCLUDED WITH ALL RELEVANT STAFF COMPENSATION ADJUSTMENT RECOMMENDATIONS PROVIDED TO THE SUB COMMITTEE FOR ITS REVIEW AND APPROVAL OR DENIAL AS DESCRIBED IN DETAIL ON SCHEDULE O, SUB COMMITTEE ON EXECUTIVE COMPENSATION SECTION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY ROGERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $132,560 | OriginalPrincipalAmt |
| Balance Due | $132,560 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $132,560 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: SALLY ROGERS(B) RELATIONSHIP WITH ORGANIZATION: OFFICER(C) PURPOSE OF LOAN: PAYMENTS MADE PURSUANT TO A SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT THAT ARE TREATED AS LOANS UNDER REG. 1.7872-15. (D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $ 132,560. (F) BALANCE DUE $ 132,560.(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = YES(I) WRITTEN AGREEMENT? = YESTHE PAYMENT MADE TO MS. ROGERS DURING CALENDAR YEAR 2021 WAS INCLUDED AND REPORTED AS THE TAXABLE COMPENSATION ON FORM 990, PART VII-A AND SCHEDULE J, PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT REGARDING THE IMPACT OF COVID-19: | THE SPREAD OF THE CORONAVIRUS (COVID-19) AROUND THE WORLD HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SOME UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES AND, AS SUCH, UHF IS UNABLE TO DETERMINE IF IT WILL HAVE A MATERIAL IMPACT ON FUTURE OPERATIONS. UHF RECEIVED A PAYROLL PROTECTION PROGRAM LOAN (PPP LOAN) IN APRIL 2020 IN THE AMOUNT OF $853,447. IN JUNE 2021, UHF RECEIVED FULL FORGIVENESS FROM THE SMALL BUSINESS ADMINISTRATION. THE AMOUNT IS RECOGNIZED ON THE STATEMENT OF ACTIVITIES IN NONOPERATING ACTIVITIES AND SUPPORT. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: UNITED HOSPITAL FUND WORKS TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. AN INDEPENDENT, NONPROFIT ORGANIZATION, WE ARE A FORCE FOR IMPROVEMENT, ANALYZING PUBLIC POLICY TO INFORM DECISION-MAKERS, FINDING COMMON GROUND AMONG DIVERSE STAKEHOLDERS, AND DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT IMPROVE HEALTH AND HEALTH CARE. WE WORK TO DISMANTLE BARRIERS IN HEALTH POLICY AND HEALTH CARE DELIVERY THAT PREVENT EQUITABLE OPPORTUNITIES FOR HEALTH. |
| FORM 990, PART VI, SECTION B, LINE 11B | TAX RETURN REVIEW UHF'S TAX RETURNS ARE PREPARED IN DETAIL BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND THEN REVIEWED BY THE BUDGET, AUDIT AND OPERATIONS COMMITTEE OF THE UNITED HOSPITAL FUND. THE TAX RETURNS ARE THEN PROVIDED TO THE ENTIRE BOARD FOR THEIR COMMENTS FOR A PERIOD OF AT LEAST 7 DAYS PRIOR TO FILING. IF NO COMMENTS ARE RECEIVED THE RETURNS ARE FILED AS PRESENTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CORPORATE SECRETARY IS CHARGED WITH IMPLEMENTING THE BOARD-ADOPTED CONFLICT OF INTEREST POLICY. AS REQUIRED BY THE POLICY, THE SECRETARY SOLICITS ANNUALLY FROM EACH DIRECTOR, BOARD COMMITTEE MEMBER WHO IS NOT A DIRECTOR, OFFICERS AND KEY EMPLOYEES, A SIGNED STATEMENT WHICH DISCLOSES RELATIONSHIPS (OR REPORTS "NONE") WHICH MAY POSE POTENTIAL CONFLICTS OF INTEREST. EACH PERSON COVERED BY THE POLICY IS ISSUED THE POLICY, AND A LIST OF VENDORS AND FUND AFFILIATIONS TO REVIEW IN CONJUNCTION WITH THIS ANNUAL REQUEST. DURING THE INTERIM PERIOD, EACH PERSON COVERED BY THE POLICY IS REQUIRED TO DISCLOSE ANY CHANGES IN RELATIONSHIPS OR ANY NEW CONFLICTS THAT MAY ARISE. THE DISCLOSURE SIGNED BY EACH PERSON AFFECTED BY THE POLICY ALSO CONSIDERS HIS OR HER SPOUSE OR COMMITTED PARTNER, AND HIS OR HER RELATIVES AND THOSE WHO HAVE A BUSINESS RELATIONSHIP WITH ANOTHER FUND OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE AS DEFINED BY THE POLICY IN DETERMINING THE PRESENCE OR APPEARANCE OF CONFLICTS OF INTEREST. THE SECRETARY REVIEWS COMMITTEE AND BOARD MEETING AGENDA ITEMS AND REPORTS TO THE CHAIRMEN AND TO THE PRESIDENT IF, BASED ON SUCH STATEMENTS, ANY AGENDA ITEM FOR BOARD OR COMMITTEE ACTION MAY INVOLVE AN ORGANIZATION WITH WHICH A PERSON COVERED BY THE POLICY MAY HAVE A CONFLICTING INTEREST. SUCH PERSONS IDENTIFIED MUST NOT INFLUENCE THE DISCUSSION OR DECISION, AND MUST EXIT THE ROOM PRIOR TO THE BOARD VOTING ON THE ACTION FOR WHICH A CONFLICTING INTEREST IS IDENTIFIED. SIMILARLY, CONFLICTS IDENTIFIED BY KEY STAFF ARE DISCLOSED TO THE PRESIDENT AND CHAIRMEN, WHO REQUEST KEY STAFF EXIT THE ROOM BEFORE THE DISCUSSION OF CONTEMPLATED ACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION UHF'S SUB-COMMITTEE ON EXECUTIVE COMPENSATION ("SUB-COMMITTEE") WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD IS RESPONSIBLE TO REVIEW THE PERFORMANCE AND APPROVE ANY COMPENSATION ADJUSTMENTS FOR THE CEO, AND TO REVIEW THE PERFORMANCE EVALUATIONS AND ANY RECOMMENDED MERIT INCREASES THE CEO MAY MAKE TO THE SUB-COMMITTEE FOR EACH VICE PRESIDENT. THE REVIEW TAKES PLACE ONCE A YEAR AND THE PERFORMANCE EVALUATIONS COVER THE PERIOD MARCH 1 TO FEBRUARY 28 (OR 29 IN A LEAP YEAR). UHF COMMISSIONS AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM TO PERFORM AN EXECUTIVE COMPENSATION STUDY. THIS STUDY EVALUATES COMPENSATION OF UHF'S CEO AND VICE PRESIDENTS. THE REVIEW COMPARES ALL COMPENSATION AND PERQUISITES AGAINST MARKET DATA, AND THE CONSULTANT PROVIDES ITS OPINION ON THE REASONABLENESS OF EXECUTIVE COMPENSATION AND PERQUISITES FOR THOSE SPECIFIC UHF EMPLOYEES EVALUATED AGAINST THE MARKET PLACE FOR LIKE KIND POSITIONS. THE STUDY IS COMMISSIONED AT LEAST ONCE EVERY TWO YEARS, OR ANNUALLY AS NECESSARY. THE SUB-COMMITTEE REVIEWS THE EXECUTIVE COMPENSATION STUDY ALONG WITH PERFORMANCE AND RECOMMENDED MERIT INCREASES AND PERQUISITES AND MAKES CHANGES OR APPROVES, AS IT CONCLUDES. AT THE NEXT BOARD MEETING, THE BOARD IS APPRISED THAT THE SUB-COMMITTEE MET TO REVIEW COMPENSATION AND WHILE NOT SPECIFICALLY INFORMED AT THE BOARD MEETING OF EACH STAFF'S COMPENSATION FOR THE COMING YEAR, BOARD MEMBERS ARE INVITED TO REVIEW THE MINUTES OF THE MEETING SHOULD THEY BE INTERESTED TO HAVE MORE DETAIL. ALL RECOMMENDATIONS ARE APPROVED IN WRITING AND FORWARDED TO THE HUMAN RESOURCES DEPARTMENT FOR PROCESSING. BOARD MEMBERS WHO ARE ELECTED OFFICERS BUT WHO ARE NOT ALSO FUND EMPLOYEES DO NOT RECEIVE ANY PAYMENT FOR THEIR SERVICE AS AN OFFICER TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABILITY THE UNITED HOSPITAL FUND MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA ITS WEBSITE (WWW.UHFNYC.ORG), UPON REQUEST AND THEY ARE ALSO AVAILABLE BY CONTACTING NEW YORK STATE CHARITIES BUREAU. INCLUDED IN SCHEDULE O THERE IS A NARRATIVE REGARDING UHF'S CONFLICT OF INTEREST POLICY. THIS IS THE ONLY INFORMATION AVAILABLE TO THE PUBLIC AT THIS TIME. UHF'S GOVERNING DOCUMENTS ARE CURRENTLY UNAVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT RELATED CHANGES 32,869. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 118,802. RESCINDED/REFUNDED GRANTS 12,101. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (4) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN SERVICES PO BOX 6089 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 197146089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136046088 | EIN |
| Primary Activities | ANNUITY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |