2023-10-17T08:33:50-05:00 2022-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2021-07-01 232359407 PAOLI MEMORIAL HOSPITAL FOUNDATION % CURT WHITESIDE PAOL 4845651204 255 WEST LANCASTER AVENUE PAOLI PA 19301 MICHAEL J BUONGIORNO EVP 4843371864 2023-10-13 true MICHAEL J BUONGIORNO 999009999 ERICA R MCREYNOLDS P00977806 2673303000 2023-10-12 2 2021 2023-04-26 12:10:37Z X PAOLI HOSPITAL FOUNDATION James Paradis President 255 W Lancaster Avenue Paoli PA 19301 4508752 false X N/A X 1986 PA PROVIDES FUNDRAISING AND DEVELOPMENT ACTIVITIES TO SUPPORT MAIN LINE HOSPITALS, INC. - PAOLI MEMORIAL HOSPITAL. 30 25 0 124 0 0 2907613 3256290 0 0 1158796 815314 64526 195774 4130935 4267378 876154 1864747 0 0 0 0 0 0 929647 1086648 1057319 1962802 2922066 2168133 1345312 31022665 29345830 295604 65730 30727061 29280100 PROVIDES FUNDRAISING AND DEVELOPMENT ACTIVITIES TO SUPPORT MAIN LINE HOSPITALS, INC. - PAOLI MEMORIAL HOSPITAL. false false 1864747 1864747 0 Raised funds and disbursed grants in support of MAIN LINE HOSPITALS, INC. - PAOLI MEMORIAL HOSPITAL IN ACCORDANCE WITH DONOR INTENT; E.G. COMMUNITY EDUCATION, CAPITAL PURCHASES, AND SUPPORT FOR OTHER HOSPITAL PROGRAMS, SUCH AS WOMEN'S HEALTH, ONCOLOGY, AND COMMUNITY HEALTH. 0 0 0 1864747 true true false false false false false false false true false true false false true false true false false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 4 0 true 0 false false false false false false false false false false false false X 30 25 false false false false true true true true true false false true true true true true true true true false X CURT WHITESIDE 4843371864 3803 W CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 X JOHN J LYNCH III EX-OFFICIO TRUSTEE 1.0 39.0 X 0 3879228 503806 MICHAEL J BUONGIORNO TREAS. & EX-OFFICIO TRUSTEE 1.0 39.0 X X 0 998977 159257 JAMES PARADIS PRESIDENT & EX-OFFICIO TRUSTEE 1.0 39.0 X X 0 705816 135021 JAMES GENGARO MD EX-OFFICIO TRUSTEE 1.0 39.0 X 0 380268 45154 CHRISTINA BRUCKNER SECRETARY 1.0 39.0 X 0 79578 22756 ROBERT FRIED TRUSTEE 1.0 39.0 X 0 18900 0 CHRISTOPHER ANNAS TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN G AYLWARD TRUSTEE 1.0 0.0 X 0 0 0 ELAINE RINALDI BAILEY TRUSTEE 1.0 0.0 X 0 0 0 SANDRA K BALDINO TRUSTEE 1.0 0.0 X 0 0 0 FRANK BREWER TRUSTEE 1.0 0.0 X 0 0 0 BRYAN FORCINO TRUSTEE 1.0 0.0 X 0 0 0 THOMAS A FILLIPPO TRUSTEE (UNTIL SEP 2021) 1.0 0.0 X 0 0 0 CAREY TONER TRUSTEE (UNTIL SEP 2021) 1.0 0.0 X 0 0 0 WAYNE WINTHROP TRUSTEE 1.0 0.0 X 0 0 0 THOMAS MACCRORY TRUSTEE 1.0 0.0 X 0 0 0 FRANK PILIERO TRUSTEE 1.0 0.0 X 0 0 0 JOHN HEWES JR TRUSTEE 1.0 0.0 X 0 0 0 LOUIS N TETI TRUSTEE 1.0 0.0 X 0 0 0 PETER HOOVER TRUSTEE 1.0 0.0 X 0 0 0 JOHN DIEDERICH TRUSTEE 1.0 0.0 X 0 0 0 DENISE S HUBLEY TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA B HOLLOWAY CHAIR & TRUSTEE 1.0 0.0 X X 0 0 0 JOSEPH J MCLAUGHLIN VICE-CHAIRMAN & TRUSTEE 1.0 0.0 X X 0 0 0 ELIZABETH BALDERSTON EX-OFFICIO TRUSTEE 1.0 10.0 X 0 0 0 JENNIFER ARMSTRONG MD EX-OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 ROBERT BUCCO TRUSTEE 1.0 0.0 X 0 0 0 ALESSANDRA NICOLAS TRUSTEE 1.0 0.0 X 0 0 0 JUDY MOLT TRUSTEE 1.0 0.0 X 0 0 0 KATE MURPHY TRUSTEE 1.0 0.0 X 0 0 0 LISA NEFF-RYAVE TRUSTEE 1.0 0.0 X 0 0 0 MARINA G DIKOS TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL F SWANICK TRUSTEE 1.0 0.0 X 0 0 0 0 6062767 865994 0 false true false none 0 3256290 243239 3256290 0 815314 815314 0 0 0 0 0 0 437148 241374 195774 195774 0 0 0 0 0 0 0 4267378 0 1011088 1864747 1864747 0 0 0 0 0 0 0 0 0 0 0 127672 127672 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEVELOPMENT EXPENSES 929647 929647 2922066 1864747 127672 929647 X 2128592 3592246 0 0 948779 796443 626 2893 0 0 0 0 0 0 0 0 0 0 0 0 3777881 3261477 24166787 21692771 0 0 0 0 0 0 31022665 29345830 179577 -34231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 116027 99961 295604 65730 X 17606134 16933862 13120927 12346238 30727061 29280100 31022665 29345830 X 1345312 -2001676 -790597 X false true X true false X 2517907 2158240 2873350 2907613 3256290 13713400 0 0 2517907 2158240 2873350 2907613 3256290 13713400 5903 13707497 1891629 173366 262813 1158796 815314 4301918 0 684386 451590 400100 169852 437148 2143076 20158394 0.67999 0.62515 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1626222 121429 1747651 1620776 87566 6244 88364 1626222 1605954 19746 -4924 1620776 1548341 53589 4024 1605954 1512253 34313 1775 1548341 1.00000 false false EQUITIES 4101483 F ALTERNATIVE INVESTMENTS 13963433 F BENEFICIAL INT IN TRUSTS 3472323 F FIXED INCOME 155532 F 21692771 0 CHARITABLE GIFT ANNUITY LIAB. 99961 99961 1716479 -2001676 -549223 -2550899 4267378 4267378 3163440 241374 241374 2922066 2922066 PART XI LINE 2D decrease in valuation of beneficial trusts (778,350) decrease in valuation of annuities (12,247) Paoli Hospital Auxiliary operating expenses 241,374 --------- (549,223) ========= Paoli Memorial Hospital Auxiliary operating expenses include salaries, program costs and cost of sales are netted against fundraising receipts on schedule G and Part VIII, line 8. PART XII LINE 2D Paoli Memorial Hospital Auxiliary operating expenses, including salaries, program costs and cost of sales of $241,374 are netted against fundraising receipts on schedule G and Part VIII, Line 8. PART V LINE 4 THE ENDOWMENTS SUPPORT EDUCATION, PATIENT SERVICES, AND EQUIPMENT. PA FINE ARTS 99071 99071 50558 BRANCH 26311 26311 6909 4 311766 311766 183907 437148 437148 241374 241374 195774 true Main Line Hospitals Inc - Paoli Hospital 255 West Lancaster Avenue Paoli PA 19301 231352160 501(C)(3) 1864747 Support Hospital 1 Part I Line 2 THE HOSPITAL PREPARES A SUMMARY OF EXPENDITURES AND PRESENTS A GRANT REQUEST TO THE FOUNDATION FINANCE AND AUDIT COMMITTEE AND BOARD. THE FOUNDATION FINANCE AND AUDIT COMMITTEE AND BOARD REVIEW AND APPROVE GRANT REQUESTS, ENSURING COMPLIANCE WITH DONORS' INTENTS. X X X X X false true false false false false false true false JAMES PARADIS PRESIDENT & EX-OFFICIO TRUSTEE 0 506154 0 187000 0 12662 0 95630 0 39391 0 840837 0 100500 MICHAEL J BUONGIORNO TREAS. & EX-OFFICIO TRUSTEE 0 672072 0 280871 0 46034 0 116224 0 43033 0 1158234 0 166270 JOHN J LYNCH III EX-OFFICIO TRUSTEE 0 1161968 0 614378 0 2102882 0 463146 0 40660 0 4383034 0 1787455 JAMES GENGARO MD EX-OFFICIO TRUSTEE 0 316437 0 48108 0 15723 0 0 0 45154 0 425422 0 0 FORM 990, SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: THE CEO AND EVP/CFO OF MAIN LINE HEALTH ("PARTICIPANTS") PARTICIPATE IN A NONQUALIFIED RETIREMENT PLAN. MAIN LINE HOSPITALS, INC. PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH A FUNDING ARRANGEMENT KNOWN AS A COLLATERAL ASSIGNMENT SPLIT DOLLAR POLICY. THE PLAN PROVIDES THAT THE SYSTEM WILL PAY PREMIUM PAYMENTS ON A LIFE INSURANCE POLICY FOR EACH OF THE PARTICIPANTS. DURING THE PARTICIPANTS' LIFE, TO THE EXTENT SERVICE AND VESTING REQUIREMENTS ARE FULFILLED, THE PARTICIPANT CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. IT IS REASONABLE TO BELIEVE THAT THE LOAN IS PAID IN FULL UPON THE DEATH OF THE PARTICIPANT. FORGIVEN INTEREST INCLUDED IN PARTICIPANTS' EARNINGS ARE: CEO $41,370 EVP/CFO $12,369 SERP DISCLOSURE: Main Line Health, Inc. ("MLH") and its Affiliates provided supplemental retirement benefits through established Supplemental Executive Retirement Plans ("SERP") to select members of Senior Leadership in FY22. SERP benefits funded by MLH are subject to vesting and employment date requirements and are paid out at the conclusion of a predetermined performance period. A performance period is a timeframe of at least twelve months that may cover varying lengths of time for each individual employee. Benefits for participants vested in a plan were reported in Schedule J, Part II, Column (B) (III) and benefits for participants not yet vested in a plan were reported in Schedule J, Part II, Column (C). FORM 990, SCHEDULE J, PART I, LINE 7 THE COMPENSATION OF THE CEO, EVP & CHIEF FINANCIAL OFFICER, HOSPITAL PRESIDENTS, AND OTHER SENIOR EXECUTIVES DID INCLUDE A NON-FIXED COMPONENT PAYMENT OF COMPENSATION BASED UPON PRE-ESTABLISHED QUALITY, PATIENT SAFETY, AND FINANCIAL TARGETS ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE MAIN LINE HEALTH BOARD IS RESPONSIBLE FOR EVALUATING AND DETERMINING THE APPROPRIATENESS OF THE TARGETS. AFTER REVIEW AND DELIBERATION, THE COMMITTEE DOCUMENTS ITS DECISIONS AND REPORTS TO THE FULL BOARD OF GOVERNORS WHO REVIEW THE COMPENSATION DECISIONS. PAYMENTS ARE MADE TO THE APPROPRIATE INDIVIDUALS BY THE ORGANIZATION WITHIN WHICH THOSE INDIVIDUALS RESIDE FOR PAYROLL REPORTING PURPOSES. X 14 243239 Fair Market Value false true false FORM 990, HEADER, BOX B AMENDED RETURN THIS AMENDED RETURN CORRECTLY REPORTS COMPENSATION FOR JOHN J. LYNCH III. SCHEDULE J, COLUMN (F) HAS BEEN INCREASED TO CORRECTLY REPORT COMPENSATION PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS ON PRIOR FORMS 990. -------------------------------------------- PART VI, SECTION A, LINES 6, 7A AND 7B AS PER THE ARTICLES OF INCORPORATION, MAIN LINE HOSPITALS, INC., A PA NONPROFIT CORPORATION, HAS RIGHTS TO APPROVE CERTAIN FUNDAMENTAL ACTIONS OF THE FOUNDATION AS WELL AS HAVE HOSPITAL REPRESENTATION ON THE GOVERNING BODY. ADDITIONALLY, THE PRESIDENT OF PAOLI MEMORIAL HOSPITAL (AN OFFICER OF MAIN LINE HOSPITALS, INC.) SERVES AS EX OFFICIO PRESIDENT OF THE FOUNDATION. THE FOUNDATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED IN CONJUNCTION WITH PRICEWATERHOUSECOOPERS LLP AND REVIEWED INTERNALLY BY MANAGEMENT. IT IS THEN SENT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE FORM 990 IS REVIEWED AT A MEETING OF THE BOARD OF TRUSTEES PRIOR TO FILING. PART VI, SECTION B, LINE 12C ANNUAL CONFLICTS OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED BY ALL TRUSTEES, OFFICERS, DIRECTORS, KEY EMPLOYEES, AND OTHER INTERESTED PERSONS. ANY CONFLICTS ARISING ARE REFERRED TO THE GOVERNANCE COMMITTEE FOR RESOLUTION. IF DEEMED NECESSARY OR ADVISABLE, CONFLICTS MAY BE REFERRED TO THE MAIN LINE HEALTH BOARD FOR RESOLUTION. PART VI, SECTION B, LINE 12C ANNUAL CONFLICTS OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED BY ALL TRUSTEES, OFFICERS, DIRECTORS, KEY EMPLOYEES, AND OTHER INTERESTED PERSONS. ANY CONFLICTS ARISING ARE REFERRED TO THE GOVERNANCE COMMITTEE FOR RESOLUTION. IF DEEMED NECESSARY OR ADVISABLE, CONFLICTS MAY BE REFERRED TO THE MAIN LINE HEALTH BOARD FOR RESOLUTION. PART VI, SECTION B, LINE 15B THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO THE CEO, TOP MANAGEMENT OFFICIALS AND KEY PERSONNEL OF THE ORGANIZATION IS AS FOLLOWS: THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE MAIN LINE HEALTH BOARD, USING THE SERVICES OF AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM AND BOTH NATIONAL AND REGIONAL HEALTHCARE DELIVERY MARKET COMPARABLE COMPENSATION DATA, IS RESPONSIBLE FOR THE EVALUATION AND DETERMINATION OF SENIOR EXECUTIVE BENEFITS AND COMPENSATION FOR THE CEO, EVP AND CHIEF FINANCIAL OFFICER, HOSPITAL PRESIDENTS, AND SENIOR VICE PRESIDENTS. AFTER REVIEW AND DELIBERATION, THE COMMITTEE DOCUMENTS ITS COMPENSATION DECISIONS AND REPORTS TO THE FULL MAIN LINE HEALTH BOARD OF GOVERNORS. THE COMPENSATION PAID TO KEY PERSONNEL OF MAIN LINE HEALTH SYSTEM AND AFFILIATES IS SIMILARLY DETERMINED USING MARKET SURVEY DATA REPRESENTING COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS AS PROVIDED BY INDEPENDENT CONSULTING FIRMS. COMPENSATION RECOMMENDATIONS AT THIS LEVEL ARE REVIEWED AND RECOMMENDED BY MLH COMPENSATION FUNCTION TO MEMBERS OF SENIOR MANAGEMENT. PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PART VII Compensation reported on Part VII and Schedule J of Form 990, as it relates to certain officers and trustees of the foundation, is paid by affiliates of Main Line Health SYSTEM, specifically Main Line Hospitals, Inc. and Main Line Services for services provided to the compensating organizations and other controlled affiliates of Main Line Health SYSTEM. PART VII, SECTION A, COLUMN B THE COMPENSATED OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN MAIN LINE HEALTH SYSTEM AND, AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS, ACROSS ALL THE ORGANIZATIONS, CUMULATIVELY REPRESENT THEIR FULL-TIME EMPLOYMENT STATUS. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING: CHANGE IN VALUE OF BENEFICIAL TRUSTS $(778,350) CHANGE IN VALUE OF ANNUITIES $(12,247) ----------- $(790,597) MAIN LINE HEALTH SYSTEM 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232814503 HEALTHCARE PA 501(C)(3) 12, II NONE false MAIN LINE HEALTH INC 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232331531 HEALTHCARE PA 501(C)(3) 12, II MLHS false MAIN LINE HOSPITALS INC 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 231352160 HEALTHCARE PA 501(C)(3) 3 MLH false LANKENAU INSTITUTE FOR MEDICAL RESEARCH 100 LANCASTER AVE WYNNEWOOD PA 19096 232175659 HEALTHCARE PA 501(C)(3) 4 ML HOSPITALS false MAIN LINE HEALTH HOMECARE AND HOSPICE 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232308028 HEALTHCARE PA 501(C)(3) 10 MLDS false RIDDLE MEMORIAL HOSPITAL 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 231529076 HEALTHCARE PA 501(C)(3) 3 MLH false RIDDLE HEALTH CARE SERVICES 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 222606545 HEALTHCARE PA 501(C)(3) 12, II RMH false RIDDLE HEALTHCARE ASSOCIATES 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232900844 PHYSICIAN PA 501(C)(3) 10 MLH false MIRMONT ALCOHOL REHABILITATION CENTER 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232215243 HEALTHCARE PA 501(C)(3) 3 MLDS false MAIN LINE AFFILIATES 240 RADNOR-CHESTER ROAD RADNOR PA 19087 232308668 HEALTHCARE PA 501(C)(3) 10 MLDS false MAIN LINE DIVERSIFIED SERVICES INC 240 RADNOR-CHESTER ROAD RADNOR PA 19087 232859148 HEALTHCARE PA 501(C)(3) 12, I MLH false MAIN LINE HEALTHCARE 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232359401 PHYSICIAN MGM PA 501(C)(3) 12, I MLH false MAIN LINE REALTY CORPORATION 240 RADNOR-CHESTER ROAD RADNOR PA 19087 222440273 REAL ESTATE PA 501(C)(3) 12, I MLH false MAIN LINE SERVICES 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232359402 HEALTHCARE PA 501(C)(3) 12, II MLDS false THE BRYN MAWR HOSPITAL FOUNDATION 130 SOUTH BRYN MAWR AVE BRYN MAWR PA 19010 232179020 FUNDRAISING PA 501(C)(3) 7 NA false LANKENAU MEDICAL CENTER FOUNDATION 100 LANCASTER AVE WYNNEWOOD PA 19096 232176723 FUNDRAISING PA 501(C)(3) 7 NA false BRYN MAWR REHABILITATION FOUNDATION 414 PAOLI PIKE MALVERN PA 19355 232507348 FUNDRAISING PA 501(C)(3) 7 NA false THE RIDDLE HEALTHCARE FOUNDATION 1068 WEST BALTIMORE PIKE MEDIA PA 19063 043601189 FUNDRAISING PA 501(C)(3) 7 NA false FIVE POINTE PROFESSIONAL LIABILITY INSUR 1105 N MARKET ST SUITE 1300 WILMINGTON DE 19899 204191006 INSURANCE DE 501(C)(3) 12, I MLHS false MLH Integrative and Functional MED SVCS 130 South Bryn Mawr Ave Bryn Mawr PA 19010 825397205 HEALTHCARE PA 501(C)(3) 3 MLDS false BMHR ASSOCIATES 240 RADNOR-CHESTER ROAD RADNOR PA 19087 232311589 HEALTHCARE PA NA N/A 0 0 false false MAIN LINE HEALTH IMAGING LP 100 LANCASTER AVE WYNNEWOOD PA 19096 232409186 HEALTHCARE PA NA N/A 0 0 false false RIDDLE SURGICAL CENTER LLC 1118 WEST BALTIMORE PIKE MEDIA PA 19063 263899068 HEALTHCARE PA NA N/A 0 0 false false RMH HEALTH CARE CENTER ASSOCIATES 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 232236644 OFFICE RENTAL PA NA N/A 0 0 false false ACCOUNTABLE CARE ORGANIZATION OF PA LLC 259 N RADNOR CHESTER ROAD RADNOR PA 19087 274553972 HEALTHCARE PA NA N/A 0 0 false false BRYN MAWR SURGERY CENTER LLC 130 SOUTH BRYN MAWR AVE BRYN MAWR PA 19010 472590785 HEALTHCARE PA NA N/A 0 0 false false 120 VALLEY GREEN LANE LLC 240 RADNOR-CHESTER ROAD SUITE 260 RADNOR PA 19087 823428069 HEALTHCARE PA NA N/A 0 0 false false MUVE - WEST CHESTER LLC 11221 ROE AVENUE LEAWOOD KS 66211 320537159 HEALTHCARE KS NA N/A 0 0 false false MAIN LINE CORPORATION 240 RADNOR-CHESTER ROAD RADNOR PA 19087 231704075 INACTIVE PA NA C CORPORATION 0 0 false MOUNTAIN LAUREL RISK RETENTION GROUP 3803 WEST CHESTER PIKE STE 250 NEWTOWN SQUARE PA 19073 141868175 INSURANCE VT NA C CORPORATION 0 0 false RIDDLE HEALTH NETWORK LLC 1068 W BALTIMORE PIKE MEDIA PA 19063 232975542 INACTIVE PA NA C CORPORATION 0 0 false false true false false false false false false false false false false false false false true false false false