STURDY HEALTH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STURDY HEALTH INC (EIN 04-2709501)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-01
- IRS object ID
- 202342139349300224
- 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 | 2023-08-01T09:02:03-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042709501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STURDY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUR | BusinessNameControlTxt |
| Phone | 5082225200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 PARK STREET PO BOX 2963 | AddressLine1Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY PFEFFER | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 5082225200 | PhoneNum |
| Signature | 2023-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | PFEFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | AIMEE B BREWER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 PARK STREET PO BOX 2963 | AddressLine1Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,394,121 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STURDYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO EXPAND AND IMPROVE THE AVAILABILITY OF QUALITY MEDICAL CARE IN THE SMH SERVICE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 598 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,893,682 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,183,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,694,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,793,441 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,600 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $504,436 | PYOtherRevenueAmt |
| CY Other Revenue | $416,724 | CYOtherRevenueAmt |
| PY Total Revenue | $68,098,558 | PYTotalRevenueAmt |
| CY Total Revenue | $71,394,121 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $413 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,808,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,621,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,534,594 | PYOtherExpensesAmt |
| CY Other Expenses | $17,094,034 | CYOtherExpensesAmt |
| PY Total Expenses | $69,343,787 | PYTotalExpensesAmt |
| CY Total Expenses | $72,715,645 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,245,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,321,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,705,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,008,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,555,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,859,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,149,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,149,428 | NetAssetsOrFundBalancesEOYAmt |
| Mission | STURDY HEALTH, INC.'S PRIMARY PURPOSE IS TO EXPAND AND IMPROVE THE AVAILABILITY OF QUALITY MEDICAL CARE IN THE STURDY MEMORIAL HOSPITAL SERVICE AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,907,048 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $55,210,165 | RevenueAmt |
| Desc | STURDY HEALTH, INC.'S PURPOSE IS TO RENDER MEDICAL SERVICES AND PROVIDE HEALTH EDUCATION TO THE COMMUNITIES WITHIN THE STURDY MEMORIAL HOSPITAL SERVICE AREA. DURING FISCAL 2022, STURDY HEALTH, INC. OPERATED TWENTY GROUP PRACTICES AND ONE URGENT CARE CENTER IN THE TOWNS OF ATTLEBORO, NORTH ATTLEBORO, REHOBOTH-SEEKONK, NORTON, AND PLAINVILLE. | Desc |
| Total Program Service Expenses | $60,907,048 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 598 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY PFEFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5082368150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 PARK STREET PO BOX 2963 | AddressLine1Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 027030963 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH CASEY | ||||||||
| EXEC. DIR/CLERK (THRU 10/2021) | 9.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,211,977 | $110,022 | |
| AIMEE BREWER | ||||||||
| EXEC. DIR/CLERK (AS OF 10/2021) | 9.00 | 39.00 | Yes (X) | Yes (X) | $0 | $190,673 | $6,009 | |
| UMAR SHAKUR MD | ||||||||
| DIRECTOR (THRU 04/2022) | 41.00 | 0.00 | Yes (X) | $459,931 | $0 | $221,285 | ||
| STEVEN BENSSON MD | ||||||||
| DIRECTOR & PHYSICIAN | 42.00 | 0.00 | Yes (X) | $332,963 | $0 | $196,629 | ||
| RALPH SCHLENKER | ||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KORONA | ||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL THURSBY DO | ||||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL FU MD | ||||||||
| DIRECTOR/CMO (AS OF 01/2022) | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASMA LATIF MD | ||||||||
| DIRECTOR (AS OF 05/2022) | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY PFEFFER | ||||||||
| CFO/TREASURER | 5.00 | 40.00 | Yes (X) | $0 | $475,213 | $549,284 | ||
| BLAIR BISHER | ||||||||
| COO (THRU 05/2022) | 37.00 | 8.00 | Yes (X) | $0 | $291,497 | $22,267 | ||
| WAYNE GIETZ | ||||||||
| COO (AS OF 07/2022) | 25.00 | 20.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH PHILOSOPHE MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $673,271 | $0 | $218,789 | Yes (X) | ||
| RICHARD STATMAN MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $667,048 | $0 | $166,173 | Yes (X) | ||
| JAMES SNEAD MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $653,842 | $0 | $301,399 | Yes (X) | ||
| RAYMOND PETIT MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $652,328 | $0 | $60,067 | Yes (X) | ||
| NITHIN KARANTH MD | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $632,819 | $0 | $136,005 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,072,202 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,169,360 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,987,929 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 123 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REMEDI HEALTH SOLUTIONS | |||||
| 90 LAKE STERLING GATE DRIVE | SPRING | TX | 77379 | CONTRACTED OUTSIDE LABOR | $531,649 |
| BROWN UROLOGY INCORPORATED | |||||
| 195 COLLYER STREET SUITE 201 | PROVIDENCE | RI | 02904 | CONTRACTED PHYSICIAN SERVICES | $272,609 |
| WEATHERBY LOCUMS INC | |||||
| 6451 N FEDERAL HWAY STE 700 | FORT LAUDERDALE | FL | 33308 | CONTRACTED PHYSICIAN SERVICES | $171,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $14,799,697 | RelatedOrganizationsAmt |
| Government Grants | $1,384,259 | GovernmentGrantsAmt |
| Total Contributions | $16,183,956 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES | 621110 | $52,128,134 | $52,128,134 |
| INCENTIVE PAYMENTS | 900099 | $2,369,589 | $2,369,589 |
| OTHER PATIENT SERVICES | 621110 | $295,718 | $295,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,793,441 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,747 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,747 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,747 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT CARE MANAGEMENT FEES | 900099 | $304,532 | $304,532 |
| REBATES | 900099 | $29,626 | $29,626 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,819 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $359,977 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,394,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,210,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,931 | TotalAmt |
| Program Services | $1,379,931 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,831 | TotalAmt |
| Program Services | $244,831 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,866,277 | TotalAmt |
| Program Services | $36,284,635 | ProgramServicesAmt |
| Management And General | $8,581,642 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,491,402 | TotalAmt |
| Program Services | $1,214,651 | ProgramServicesAmt |
| Management And General | $276,751 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,937,633 | TotalAmt |
| Program Services | $4,021,385 | ProgramServicesAmt |
| Management And General | $916,248 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,537 | TotalAmt |
| Program Services | $2,200,228 | ProgramServicesAmt |
| Management And General | $501,309 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,739 | TotalAmt |
| Program Services | $1,023,926 | ProgramServicesAmt |
| Management And General | $146,813 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,349 | TotalAmt |
| Management And General | $17,349 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,918 | TotalAmt |
| Program Services | $452,573 | ProgramServicesAmt |
| Management And General | $99,345 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,299,361 | TotalAmt |
| Program Services | $1,885,476 | ProgramServicesAmt |
| Management And General | $413,885 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,570 | TotalAmt |
| Program Services | $3,344,427 | ProgramServicesAmt |
| Management And General | $734,143 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,473 | TotalAmt |
| Program Services | $7,768 | ProgramServicesAmt |
| Management And General | $1,705 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,224 | TotalAmt |
| Program Services | $89,564 | ProgramServicesAmt |
| Management And General | $19,660 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,154 | TotalAmt |
| Program Services | $454,407 | ProgramServicesAmt |
| Management And General | $99,747 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,958 | TotalAmt |
| Program Services | $1,609,958 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL EXPENSES | $2,482,049 | $2,482,049 |
| BAD DEBT | $1,784,606 | $1,784,606 |
| PURCHASED MEDICAL SVCS. | $1,737,617 | $1,737,617 |
| MAINTENANCE & REPAIRS | $513,308 | $513,308 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,708 | TotalAmt |
| Program Services | $175,708 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,715,645 | TotalAmt |
| Program Services | $60,907,048 | ProgramServicesAmt |
| Management And General | $11,808,597 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,970 | BOYAmt |
| EOY | $1,631 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,232 | BOYAmt |
| EOY | $677,539 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,695,126 | BOYAmt |
| EOY | $4,735,134 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,687 | BOYAmt |
| EOY | $411,232 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,868,596 | BOYAmt |
| EOY | $3,059,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,721,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,814,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,197 | BOYAmt |
| EOY | $1,907,341 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,605,416 | BOYAmt |
| EOY | $8,216,325 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,705,224 | BOYAmt |
| EOY | $19,008,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,981,362 | BOYAmt |
| EOY | $5,194,978 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,909 | BOYAmt |
| EOY | $24,433 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,501,525 | BOYAmt |
| EOY | $7,640,061 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,555,796 | BOYAmt |
| EOY | $12,859,472 | 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 | $6,149,428 | BOYAmt |
| EOY | $6,149,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,149,428 | BOYAmt |
| EOY | $6,149,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,705,224 | BOYAmt |
| EOY | $19,008,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,321,524 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,321,524 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STURDY MEMORIAL HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042768252 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,906,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,205,170 | DepreciationAmt |
| Book Value | $701,281 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,751 | DepreciationAmt |
| Book Value | $149,229 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,470,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,537,280 | DepreciationAmt |
| Book Value | $932,826 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,815 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,810 | DepreciationAmt |
| Book Value | $124,005 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,907,341 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INSURANCE RECOVERY RECEIVABLE | $5,095,000 |
| DUE FROM AFFILIATES/OTHERS | $3,096,893 |
| MEDICAL STAFF FUND ACCOUNT | $22,552 |
| ESCROW DEPOSIT | $1,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,216,325 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INSURANCE CLAIMS - LONG TERM | $5,095,000 |
| DUE TO AFFILIATES | $2,545,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,640,061 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW AND CUSTODIAL ARRANGEMENTS STURDY HEALTH, INC. CARRIES THE MEDICAL STAFF FUND ON ITS' BALANCE SHEET AS DISCRETION OVER THE USE OF FUNDS REMAINS WITH THE MEDICAL STAFF. AMOUNTS ARE CLASSIFIED AS OTHER CURRENT ASSETS AND ESCROW LIABILITIES. |
| PART X, LINE 2: | ASC 740 THE FOUNDATION AND ALL OF ITS AFFILIATES ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"), AND ARE GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO SUCH POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH CASEY | ||||||||||||||
| EXEC. DIR/CLERK (THRU 10/2021) | $0 | $621,096 | $0 | $200,000 | $0 | $390,881 | $0 | $92,284 | $0 | $17,738 | $0 | $1,321,999 | $0 | $0 |
| AMY PFEFFER | ||||||||||||||
| CFO/TREASURER | $0 | $398,312 | $0 | $56,135 | $0 | $20,766 | $0 | $548,872 | $0 | $412 | $0 | $1,024,497 | $0 | $0 |
| JAMES SNEAD MD | ||||||||||||||
| PHYSICIAN | $651,202 | $0 | $1,398 | $0 | $1,242 | $0 | $276,943 | $0 | $24,456 | $0 | $955,241 | $0 | $0 | $0 |
| RALPH PHILOSOPHE MD | ||||||||||||||
| PHYSICIAN | $668,312 | $0 | $1,395 | $0 | $3,564 | $0 | $194,333 | $0 | $24,456 | $0 | $892,060 | $0 | $0 | $0 |
| RICHARD STATMAN MD | ||||||||||||||
| PHYSICIAN | $643,310 | $0 | $21,416 | $0 | $2,322 | $0 | $141,717 | $0 | $24,456 | $0 | $833,221 | $0 | $0 | $0 |
| NITHIN KARANTH MD | ||||||||||||||
| PHYSICIAN | $624,895 | $0 | $7,384 | $0 | $540 | $0 | $133,869 | $0 | $2,136 | $0 | $768,824 | $0 | $0 | $0 |
| RAYMOND PETIT MD | ||||||||||||||
| PHYSICIAN | $644,055 | $0 | $1,415 | $0 | $6,858 | $0 | $35,611 | $0 | $24,456 | $0 | $712,395 | $0 | $0 | $0 |
| UMAR SHAKUR MD | ||||||||||||||
| DIRECTOR (THRU 04/2022) | $439,237 | $0 | $20,218 | $0 | $476 | $0 | $196,885 | $0 | $24,400 | $0 | $681,216 | $0 | $0 | $0 |
| STEVEN BENSSON MD | ||||||||||||||
| DIRECTOR & PHYSICIAN | $303,533 | $0 | $27,403 | $0 | $2,027 | $0 | $185,598 | $0 | $11,031 | $0 | $529,592 | $0 | $0 | $0 |
| BLAIR BISHER | ||||||||||||||
| COO (THRU 05/2022) | $0 | $239,466 | $0 | $45,055 | $0 | $6,976 | $0 | $0 | $0 | $22,267 | $0 | $313,764 | $0 | $0 |
| AIMEE BREWER | ||||||||||||||
| EXEC. DIR/CLERK (AS OF 10/2021) | $0 | $161,464 | $0 | $29,209 | $0 | $0 | $0 | $0 | $0 | $6,009 | $0 | $196,682 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION OF TOP MANAGEMENT OFFICIAL THE CEO/EXECUTIVE DIRECTOR IS COMPENSATED ENTIRELY THROUGH STURDY MEMORIAL HOSPITAL, INC. THE HOSPITAL USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE EXECUTIVE COMMITTEE TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR. |
| PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN STURDY MEMORIAL HOSPITAL PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. SUPPLEMENTAL RETIREMENT CONTRIBUTIONS WERE MADE THROUGH NON-QUALIFIED RETIREMENT PLANS FOR QUALIFIED EMPLOYEES IN CALENDAR YEAR 2021. THE TOTAL OF NON-QUALIFIED RETIREMENT CONTRIBUTIONS IN 2021 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). JOSEPH CASEY ($19,500) PARTICIPATED IN THE PLAN IN 2021. |
| PART I, LINE 7 | NON-FIXED PAYMENTS COMPENSATION PACKAGES FOR THE CEO AND SENIOR MANAGEMENT INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING AND EXCEEDING PREDETERMINED GOALS. THE INCENTIVE COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND HAS BEEN REPORTED ON SCHEDULE J, PART II, COLUMN B (II). |
| PART II, COLUMN (C): | DEFERRED COMPENSATION THIS COLUMN INCLUDES AN ACCRUAL OF BENEFITS RELATED TO THE HOSPITAL'S DEFINED BENEFIT PLAN. THIS ACCRUAL CALCULATION IS COMPLETED BY A THIRD PARTY AND THE ACCRUAL AMOUNT MAY SHIFT DEPENDING ON THE REQUIRED DISCOUNT RATE APPLIED. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STEVEN BENSSON MD | |||
| LANDLORD | $260,764 | BLDG. RENT | 0 |
| JEAN SIDDALL-BENSSON MD | |||
| EMPLOYEE | $244,831 | COMP. | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IVLINE 1 - STEVEN BENSSON M.D., A MEMBER OF THE BOARD OF DIRECTORS, IS AN EMPLOYEE AT STURDY HEALTH, INC. LEASES PROPERTY TO STURDY HEALTH, INC. THE RENTAL AMOUNTS ARE REVIEWED AND COMPARED WITH THE RENTS PAID TO OTHER COMPARABLE, INDEPENDENT MEDICAL-USE PROPERTIES.LINE 2 - JEAN SIDDELL BENSSON, M.D., IS THE SPOUSE OF A BOARD MEMBER. SHE IS ALSO EMPLOYED BY STURDY HEALTH, INC. AS A PHYSICIAN. HER COMPENSATION IS DETERMINED BASED ON HER PRODUCTIVITY, AND IN COMPARISON, TO MGMA BENCHMARKS. HER COMPENSATION IS APPROVED BY THE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS OF STURDY HEALTH, INC.. HER SPOUSE IS NOT A MEMBER OF THE COMPENSATION REVIEW COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | EMPLOYEES REPORTED ON FORM W-3 STURDY MEMORIAL HOSPITAL IS THE COMMON PAYMASTER FOR STURDY HEALTH, INC. FORM W-3 IS FILED UNDER STURDY MEMORIAL HOSPITAL'S EMPLOYEE IDENTIFICATION NUMBER, THEREFORE STURDY HEALTH, INC. DOES NOT FILE A W-3. THE TOTAL NUMBER OF STURDY HEALTH, INC. EMPLOYEES IS 598, WHICH IS LISTED ON LINE 2. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON MARCH 6TH 2023, STURDY MEMORIAL ASSOCIATES, INC. CHANGED ITS NAME TO STURDY HEALTH, INC. THE ARTICLES OF AMENDMENT ARE ATTACHED TO THE FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS STURDY MEMORIAL FOUNDATION, INC., A MASSACHUSETTS CHARITABLE CORPORATION, ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF STURDY HEALTH, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF STOCKHOLDERS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY THE TRUSTEES SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE CORPORATION. THE TERM OF OFFICE FOR EACH TRUSTEE SHALL BE ONE (1) YEAR. ANY VACANCY CAUSED BY RESIGNATION OR REMOVAL OF A TRUSTEE SHALL BE FILLED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL ALL MATTERS INVOLVING REAL PROPERTY, INCLUDING WITHOUT NECESSARY LIMITATION, SALES, LEASES, AND PURCHASES, SHALL FIRST REQUIRE APPROVAL OF THE MEMBER ACTING THROUGH THE BOARD OF DIRECTORS OF STURDY MEMORIAL FOUNDATION, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY STURDY MEMORIAL'S TAX PROVIDERS, GRANT THORNTON LLP, USING INFORMATION PROVIDED BY MANAGEMENT UPON COMPLETION OF THE ANNUAL INDEPENDENT AUDIT. THE INFORMATION PROVIDED IS THE RESPONSIBILITY OF THE CFO AND THE STURDY FISCAL SERVICES DEPARTMENT. THE RETURN IS REVIEWED BY GRANT THORNTON LLP, THE CONTROLLER AND CFO. PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE, THE COMPLETE FORM AND ALL SCHEDULES ARE PROVIDED TO EVERY BOARD MEMBER AND ANY QUESTIONS ARE ANSWERED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT STURDY HEALTH, INC. IS AN AFFILIATE OF STURDY MEMORIAL HOSPITAL, INC. AND FOLLOWS THE HOSPITAL'S CONFLICT OF INTEREST POLICY. ALL LEADERSHIP AND BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENT REQUIRES DISCLOSURE OF ANY OUTSIDE INTERESTS IN ANY BUSINESS, OUTSIDE ACTIVITY, GIFTS, OR ENTERTAINMENT THAT MAY HAVE INFLUENCED THE RESPONDENT. IN ADDITION, THESE SIGNED STATEMENTS ARE REVIEWED BY THE INTEGRITY OFFICER AND ANY POTENTIAL CONFLICTS ARE ADDRESSED AND RESOLVED. THE INTEGRITY OFFICER DISCUSSES DISCLOSED POTENTIAL CONFLICTS WITH EMPLOYEE AND OR OFFICER OF THE CORPORATION, SO THAT THEY UNDERSTAND WHAT CONSTITUTES AN INAPPROPRIATE BUSINESS ACTIVITY. GIFTS THAT CREATE A CONFLICT OF INTEREST MUST BE RETURNED. INDIVIDUALS WITH DOCUMENTED CONFLICTS MUST ABSTAIN FROM ANY DECISION MAKING SPECIFIC TO THE IDENTIFIED AREA. AN ANNUAL REPORT IS PREPARED AND PROVIDED TO THE HOSPITAL'S PRESIDENT AND CEO AS WELL AS BOARD OF MANAGERS. THIS COMPREHENSIVE REPORT INCLUDES ALL INTEGRITY COMPLIANCE ISSUES AS WELL AS ANY NEWLY IDENTIFIED CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION STURDY HEALTH, INC.'S EXECUTIVE DIRECTOR AND OFFICERS ARE STURDY MEMORIAL HOSPITAL EMPLOYEES. THE CORPORATION'S SOLE MEMBER, STURDY MEMORIAL FOUNDATION, HAS AN EXECUTIVE COMMITTEE THAT MAKES COMPENSATION DECISIONS FOR THE HOSPITAL'S CEO (STURDY HEALTH DIRECTOR) AND OTHER SENIOR MANAGERS. COMPENSATION DECISIONS FOR THE ORGANIZATION'S EXECUTIVE DIRECTORS AND OFFICERS ARE MADE THROUGH THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSIST SOLELY OF MEMBERS WHO DO NOT HAVE CONFLICT OF INTEREST WITH REGARDS TO COMPENSATION MATTERS. THE BOARD UTILIZES AN INDEPENDENT OUTSIDE CONSULTANT TO DETERMINE EXECUTIVE COMPENSATION. THE CONSULTANT PRESENTS NATIONAL AND REGIONAL COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THE DATA INCLUDES COMPREHENSIVE SALARY AND BENEFITS INFORMATION FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES INCLUDING COMPARISON OF BASE PAY, INCENTIVE PAY, BENEFITS, AND TOTAL COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPARATIVE DATA FOR THE EXECUTIVE DIRECTOR AND TREASURER (HOSPITAL CFO) AND VOTES TO APPROVE THEIR COMPENSATION. THE CEO USES COMPARATIVE MARKET DATA TO DETERMINE PROPOSED BASE PAY COMPENSATION INCREASES AND POTENTIAL INCENTIVE PAY FOR ALL OTHER SENIOR MANAGERS AND PRESENTS THIS TO THE EXECUTIVE COMMITTEE FOR THEIR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL RELEVANT INFORMATION AND VOTES TO ACCEPT THE RECOMMENDATIONS OF THE CEO FOR SENIOR MANAGER PAY. ALL DATA PRESENTED, AS WELL AS COMPENSATION DELIBERATIONS AND VOTES, ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. THE MOST RECENT COMPENSATION STUDY WAS PERFORMED IN SEPTEMBER OF 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC STURDY HEALTH, INC. MAKES AVAILABLE COPIES OF ITS BY-LAWS, THE CONFLICT OF INTEREST POLICY OF STURDY MEMORIAL HOSPITAL, INC. AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER FOR SERVICES FROM PERSONNEL OF AN AFFLIATE 1,396,707. WRITE-OFF OF LEASEHOLD IMPROVEMENT -75,183. |
| IMPACT OF THE COVID-19 PANDEMIC: | IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED COVID-19, THE DISEASE CAUSED BY THE NOVEL CORONAVIRUS, A PANDEMIC, WHICH STARTED TO AND CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES OF AMERICA. AS A RESULT OF THE COVID-19 PANDEMIC, STURDY HEALTH, INC. EXPERIENCED A DECLINE IN PATIENT VISITS, ADMISSIONS, AND MEDICAL PROCEDURES PERFORMED. ELECTIVE MEDICAL PROCEDURES WERE SUSPENDED BY STATE GOVERNMENT BEGINNING IN MID-MARCH THROUGH MAY 2020, CONTRIBUTING TO A SIGNIFICANT DECLINE IN PATIENT SERVICE REVENUE DUE TO COVID-19 WHEN COMPARED TO HISTORIC AND FORECASTED RESULTS FOR THAT PERIOD. ADDITIONALLY, IN RESPONSE TO THE PANDEMIC, STURDY HEALTH, INC. INCURRED ADDITIONAL COSTS FOR TESTING, PERSONAL PROTECTIVE EQUIPMENT, THIRD-PARTY CONTRACT SERVICES AND OTHER OPERATING COSTS ASSOCIATED WITH ENSURING EMPLOYEE AND PATIENT SAFETY WHILE OPERATING DURING A PANDEMIC. STURDY HEALTH, INC. CONTINUES TO SEE INCREASES IN PATIENT VISITS AND MEDICAL PROCEDURES. MANAGEMENT IS ACTIVELY MONITORING OPERATING REVENUES AND EXPENSES, HOWEVER, BASED ON THE UNCERTAINTIES OF COVID-19, IT IS UNABLE TO DETERMINE IF IT WILL HAVE A MATERIAL IMPACT ON ITS OPERATIONS FOR THE YEAR ENDING SEPTEMBER 30, 2023. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STURDY MEMORIAL HOSPITAL INC | |||||||||||
| 211 PARK STREET PO BOX 2963 | ATTLEBORO | MA | 02703 | 042768252 | HOSPITAL | MA | 501(C)(3) | LINE 3 | SMF | 0 | |
| STURDY MEMORIAL FOUNDATION INC | |||||||||||
| 211 PARK STREET PO BOX 2963 | ATTLEBORO | MA | 02703 | 042103631 | DEVELOPMENT | MA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| EMORY STREET RADIOLOGY ASSOCIATES INC | |||||||||||
| 211 PARK STREET PO BOX 2963 | ATTLEBORO | MA | 02703 | 043137282 | RADIOLOGY | MA | 501(C)(3) | LINE 12B, II | SMF | 0 | |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATED TAX-EXEMPT ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART II STURDY MEMORIAL HOSPITAL, INC.'S PRIMARY ACTIVITIES: PROVIDE SAFE, HIGH QUALITY, COST-EFFICIENT HEALTH CARE, AND THE BROADEST RANGE OF DIAGNOSTIC, INPATIENT, AND OUTPATIENT AND EMERGENCY SERVICES FOR A COMMUNITY HOSPITAL. STURDY MEMORIAL FOUNDATION, INC.'S PRIMARY ACTIVITIES: ENGAGING IN PHILANTHROPHIC ACTIVITIES TO SUPPORT THE MISSION AND PURPOSE OF STURDY MEMORIAL HOSPITAL, INC. | ExplanationTxt |