ST JOSEPH MEDICAL GROUP: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH MEDICAL GROUP (EIN 20-8544021)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349305800
- Schema version
- 2015v3.0
- 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 | 2017-05-15T12:09:11-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208544021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Medical Group | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % COURTNEY COFFMAN | InCareOfNm |
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 6103782300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Bernville Road PO Box 316 | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY COFFMAN | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 6103782300 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russlee Armstrong | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Morahan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Bernville Road | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,544,582 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thefutureofhealthcare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OPERATE SEVERAL PHYSICIAN CLINICS TO PROVIDE HEALTHCARE SERVICES AND PROMOTE A HEALTHIER COMMUNITY THROUGH SERVICES AND EDUCATION THAT EMPHASIZES WELLNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,323,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,461,001 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,214,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,784,181 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $230 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,009 | PYOtherRevenueAmt |
| CY Other Revenue | $299,170 | CYOtherRevenueAmt |
| PY Total Revenue | $32,810,113 | PYTotalRevenueAmt |
| CY Total Revenue | $39,544,582 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $23,790,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,989,935 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,342,729 | PYOtherExpensesAmt |
| CY Other Expenses | $27,223,507 | CYOtherExpensesAmt |
| PY Total Expenses | $33,133,444 | PYTotalExpensesAmt |
| CY Total Expenses | $41,213,442 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$323,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,668,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,416,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,631,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,914,853 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,299,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $501,962 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,668,860 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $39,028,847 | ExpenseAmt |
| Revenue | $17,809,181 | RevenueAmt |
| Desc | ST. JOSEPH MEDICAL GROUP (SJMG) PROVIDES QUALITY PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY IN CONJUNCTION WITH, AND IN SUPPORT OF, ST. JOSEPH REGIONAL HEALTH NETWORK, IN READING, PENNSYLVANIA, WHICH IS ALSO A 501(C)(3) CHARITABLE, TAX EXEMPT ORGANIZATION. SJMG PROVIDES THESE SERVICES TO THE CITIZENS OF ITS COMMUNITY WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP OR AGE. IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES AND MEDICAL EDUCATION. THEREFORE, IN KEEPING WITH THE COMMITMENT OF SJMG AND ST. JOSEPH REGIONAL HEALTH NETWORK TO SERVE ALL MEMBERS OF THE COMMUNITY, FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND INDIVIDUAL'S INABILITY TO PAY COEXIST. SJMG PROVIDES THE FOLLOWING PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY THROUGH ITS DULY-LICENSED PHYSICIANS, EMPLOYEES AND CONTRACTORS: FAMILY MEDICINE, OB/GYN, GENERAL SURGICAL SERVICES, NEUROLOGY, NEUROSURGERY, VASCULAR SERVICES, ORTHOPEDICS, AND CONTINUING COMMUNITY AND MEDICAL EDUCATION SERVICES. | Desc |
| Total Program Service Expenses | $39,028,847 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY COFFMAN | PersonNm |
| Phone | 6103782300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BERNVILLE ROAD | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| David Lim | ||||||||
| board mem/Sec/Treas/SJRHN-CFO | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $401,263 | $42,101 | |
| John Morahan | ||||||||
| board mem/President/SJRHN-CEO | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $767,259 | $43,583 | |
| Heidi Masano | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Martin Ross | ||||||||
| physician | 40.0 | 0.0 | $0 | $713,189 | $37,675 | Yes (X) | ||
| Kirk McMurtry | ||||||||
| physician | 40.0 | 0.0 | $0 | $642,012 | $24,728 | Yes (X) | ||
| Christian Gilbert | ||||||||
| physician | 40.0 | 0.0 | $0 | $536,992 | $32,810 | Yes (X) | ||
| Andre Robinson | ||||||||
| physician | 40.0 | 0.0 | $0 | $534,176 | $35,314 | Yes (X) | ||
| Pathanjali Sharma | ||||||||
| physician | 40.0 | 0.0 | $0 | $466,133 | $19,218 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,061,024 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,429 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Milton S Hershey Medical Center | |||||
| 500 University DrIVE | HERSHEY | PA | 17033 | Physician Services | $1,242,939 |
| Mountain Management Services | |||||
| 5600 Brainerd ROAd Suite 500 | CHATTANOOGA | TN | 37411 | Billing Services | $1,141,171 |
| Comphealth | |||||
| PO Box 972625 | DALLAS | TX | 75397 | healthcare staffing | $449,530 |
| Cental Penn Management Group | |||||
| 1600 Cloister DrIVE | LANCASTER | PA | 17601 | Billing Services | $302,278 |
| Allied Health | |||||
| 4775 peachtree industrial blvd ste | BERKELEY LAKE | GA | 30092 | healthcare staffing | $241,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $21,461,001 | RelatedOrganizationsAmt |
| Total Contributions | $21,461,001 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 621111 | BusinessCd |
| Total Revenue Column | $17,784,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,784,181 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,784,181 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230 | TotalRevenueColumnAmt |
| Exclusion | $230 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,900 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,900 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,900 | TotalRevenueColumnAmt |
| Exclusion | $9,900 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| LEASED EMPLOYEES | 900099 | $264,250 | $264,250 | |
| MEDICAL DIRECTOR FEES - RELATED PARTY | 900099 | $25,000 | $25,000 | |
| MISCELLANEOUS REVENUE | 900099 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $289,270 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,544,582 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,809,181 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $274,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,392,814 | TotalAmt |
| Program Services | $11,172,020 | ProgramServicesAmt |
| Management And General | $220,794 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,339 | TotalAmt |
| Program Services | $573,848 | ProgramServicesAmt |
| Management And General | $26,491 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,342 | TotalAmt |
| Program Services | $1,031,352 | ProgramServicesAmt |
| Management And General | $87,990 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,440 | TotalAmt |
| Program Services | $838,586 | ProgramServicesAmt |
| Management And General | $38,854 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,009,548 | TotalAmt |
| Program Services | $19,803,032 | ProgramServicesAmt |
| Management And General | $1,206,516 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,934 | TotalAmt |
| Program Services | $438,214 | ProgramServicesAmt |
| Management And General | $23,720 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,058 | TotalAmt |
| Management And General | $423,058 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,963,852 | TotalAmt |
| Program Services | $1,902,494 | ProgramServicesAmt |
| Management And General | $61,358 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,574 | TotalAmt |
| Program Services | $61,418 | ProgramServicesAmt |
| Management And General | $1,156 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,438 | TotalAmt |
| Program Services | $7,905 | ProgramServicesAmt |
| Management And General | $1,533 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,779 | TotalAmt |
| Program Services | $85,391 | ProgramServicesAmt |
| Management And General | $44,388 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,404 | TotalAmt |
| Program Services | $799,966 | ProgramServicesAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $1,558,408 | $1,558,408 | $0 | $0 |
| MEDICAL SUPPLIES | $606,097 | $606,097 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $88,947 | $42,198 | $46,749 | |
| DUES & SUBSCRIPTIONS | $75,428 | $74,118 | $1,310 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,040 | TotalAmt |
| Program Services | $33,800 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,213,442 | TotalAmt |
| Program Services | $39,028,847 | ProgramServicesAmt |
| Management And General | $2,184,595 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,548 | BOYAmt |
| EOY | $531,136 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,407 | BOYAmt |
| EOY | $1,669,902 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,436 | BOYAmt |
| EOY | $697,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $862,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,779 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,424 | BOYAmt |
| EOY | $732,292 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,416,815 | BOYAmt |
| EOY | $3,631,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,288 | BOYAmt |
| EOY | $2,729,357 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,565 | BOYAmt |
| EOY | $2,570,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914,853 | BOYAmt |
| EOY | $5,299,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,962 | BOYAmt |
| EOY | -$1,668,860 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,962 | BOYAmt |
| EOY | -$1,668,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,416,815 | BOYAmt |
| EOY | $3,631,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,668,860 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$501,962 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,051,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,116,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,624,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,859,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,461,001 | CurrentTaxYearAmt |
| Total | $67,112,708 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,930,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,656,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,485,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,678,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,784,181 | CurrentTaxYearAmt |
| Total | $70,535,562 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,982,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,773,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,109,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,538,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,245,182 | CurrentTaxYearAmt |
| Total | $137,648,270 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $137,648,270 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,130 | CurrentTaxYearAmt |
| Total | $23,216 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,130 | CurrentTaxYearAmt |
| Total | $23,216 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $261,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,270 | CurrentTaxYearAmt |
| Total | $957,292 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,983,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,926,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,364,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,810,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,544,582 | CurrentTaxYearAmt |
| Total | $138,628,778 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99293 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00017 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00012 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,687 | DepreciationAmt |
| Book Value | $286,463 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,092 | DepreciationAmt |
| Book Value | $445,829 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $732,292 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL PROFESSIONAL FEES | $1,117,175 |
| ACCRUED EXPENSES | $850,550 |
| 401K CONTRIBUTION | $321,287 |
| PHYSICIAN BILLING FEES | $280,316 |
| RENT | $750 |
| USE TAX | $441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,570,519 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Lim | ||||||||||||
| board mem/Sec/Treas/SJRHN-CFO | $0 | $278,655 | $0 | $48,554 | $0 | $74,054 | $0 | $16,330 | $0 | $25,771 | $0 | $443,364 |
| John Morahan | ||||||||||||
| board mem/President/SJRHN-CEO | $0 | $496,185 | $0 | $64,728 | $0 | $206,346 | $0 | $27,738 | $0 | $15,845 | $0 | $810,842 |
| Martin Ross | ||||||||||||
| physician | $0 | $555,835 | $0 | $26,811 | $0 | $130,543 | $0 | $9,275 | $0 | $28,400 | $0 | $750,864 |
| Kirk McMurtry | ||||||||||||
| physician | $0 | $597,003 | $0 | $20,000 | $0 | $25,009 | $0 | $9,275 | $0 | $15,453 | $0 | $666,740 |
| Christian Gilbert | ||||||||||||
| physician | $0 | $498,563 | $0 | $17,500 | $0 | $20,929 | $0 | $7,337 | $0 | $25,473 | $0 | $569,802 |
| Andre Robinson | ||||||||||||
| physician | $0 | $533,336 | $0 | $0 | $0 | $840 | $0 | $9,260 | $0 | $26,054 | $0 | $569,490 |
| Pathanjali Sharma | ||||||||||||
| physician | $0 | $438,600 | $0 | $12,250 | $0 | $15,283 | $0 | $9,275 | $0 | $9,943 | $0 | $485,351 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | THE FIRST HALF OF THE CALENDAR YEAR 2015 COMPENSATION TO THE CEO WAS PAID BY CATHOLIC HEALTH INITIATIVES (CHI). THE SECOND HALF OF THE CALENDAR YEAR 2015 COMPENSATION TO THE CEO WAS PAID BY PENN STATE HEALTH OR ITS RELATED ORGANIZATION. ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION FOR THE PERIOD 1/1/2015 - 6/30/2015: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY CHI USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACTS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION FOR THE PERIOD 7/1/2015 - 12/31/2015: COMPENSATION FOR THE CEO THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH OR ITS RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE 2015 CALENDAR YEAR CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR MARKET BASED ORGANIZATION CEOS AND OTHER CHI EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: JOHN MORAHAN DURING 2015 THE FOLLOWING CONTRIBUTIONS WERE MADE BY CHI TO THE DEFERRED COMPENSATION PLAN: JOHN MORAHAN $20,611 DURING 2015 THE FOLLOWING DISTRIBUTIONS WERE MADE BY CHI FROM THE DEFERRED COMPENSATION PLAN: JOHN MORAHAN $109,277 |
| SCHEDULE J, PART I, LINE 7 | Bonuses, paid by a related organization, are based on a number of variables including but not limited to individual goal achievements as well as organization operation achievements. The final determination of the bonus amount is determined and approved by the board as part of the overall compensation review of the officers, key employees and highest compensated. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE FILING ORGANIZATION WAS ACQUIRED ON JULY 1, 2015, BY PENN STATE HEALTH. AS A RESULT OF THE ACQUISITION, THE FILING ORGANIZATION'S GOVERNING DOCUMENTS WERE FULLY REVISED. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: AT JULY 1, 2015, THE FILING ORGANIZATION'S SOLE MEMBER BECAME PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION. |
| FORM 990, PART VI, LINE 7A | ELECTING MEMBERS OF GOVERNING BODY: DIRECTORS SHALL BE ELECTED BY THE CORPORATE MEMBER, PENN STATE HEALTH. THE CORPORATE MEMBER MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 7B | DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: PURSUANT TO THE FILING ORGANIZATION'S BYLAWS THE CORPORATE MEMBER HAS RESERVED POWERS AS FOLLOWS: - TO DETERMINE THE NUMBER OF AND TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE FILING ORGANIZATION; - TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, AND TO DETERMINE THE COMPENSATION OF, THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION; - TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON AND VICE CHAIRPERSON OF THE FILING ORGANIZATION; - TO UNDERTAKE OR TO APPROVE THE ISSUANCE OF ANY DEBT BY THE FILING ORGANIZATION; - TO REQUIRE THE TRANSFER OF ASSETS FROM THE FILING ORGANIZATION TO THE CORPORATE MEMBER TO FURTHER THE OBJECTIVES OF THE CORPORATE MEMBER; - TO UNDERTAKE OR APPROVE ANY TRANSFER OF ASSETS TO ANY ENTITY OTHER THAN THE CORPORATE MEMBER OR ANY SUBSIDIARY OR AFFILIATE OF THE FILING ORGANIZATION OR THE CORPORATE MEMBER; - TO ESTABLISH OR APPROVE ALL LONG-RANGE AND STRATEGIC PLANS OF THE FILING ORGANIZATION; - TO ESTABLISH OR APPROVE THE ADOPTION OF ALL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS THERETO; - TO APPROVE ANY EXPENDITURES FOR NON-BUDGETED ITEMS IN EXCESS OF CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER, AS WELL AS FOR ANY ITEMS INCLUDED IN THE FILING ORGANIZATION'S ANNUAL BUDGETS BUT EXCEEDING THE BUDGETED AMOUNT BY MORE THAN CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER; - TO INITIATE OR APPROVE ANY AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION; - TO INITIATE OR TO APPROVE ALL FUNDAMENTAL CHANGE TRANSACTIONS AND ALL OTHER TRANSACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS, INCLUDING WITHOUT LIMITATION, ALL MERGERS, CONSOLIDATIONS, DIVISIONS, SALES OF SUBSTANTIALLY ALL ASSETS, AND LIQUIDATION OR DISSOLUTION OF THE FILING ORGANIZATION; - TO SELECT AND APPOINT AUDITORS FOR, AND TO DESIGNATE THE FISCAL YEAR OF, THE FILING ORGANIZATION AND ITS SUBSIDIARIES; - TO RETAIN COUNSEL ON BEHALF OF AND SETTLE ANY LITIGATION AGAINST THE FILING ORGANIZATION; - TO ESTABLISH AN OBLIGATED GROUP FOR FINANCING PURPOSES; - TO ADOPT EMPLOYEE BENEFIT PLANS; AND - TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS. |
| FORM 990, PART VI, LINE 11B | REVIEW OF FORM 990 BY GOVERNING BODY: THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM; IT IS REVIEWED BY ACCOUNTING/FINANCE DEPARTMENT PERSONNEL AND THE CHIEF FINANCIAL OFFICER. ONCE THE FORM 990 IS COMPLETE, IT IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY: THE FILING ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST (COI) POLICIES FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES (COVERED PERSONS). PER THE POLICY, NO COVERED PERSONS MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE POLICY. COVERED PERSONS WOULD AVOID BOTH ACTUAL CONFLICTS AND THE APPEARANCE OF CONFLICTS OF INTEREST. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS AND RECUSE HIMSELF OR HERSELF FROM VOTING ON ANY TRANSACTION OR ARRANGEMENT IN WHICH HE OR SHE HAS A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, AND SHALL NOT BE PRESENT WHEN ANY SUCH VOTE IS TAKEN. ON AN ANNUAL BASIS, EVERY COVERED PERSON SHALL SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE COI POLICY, HAS READ AND UNDERSTANDS IT, AND HAS AGREED TO COMPLY WITH IT, AND SHALL COMPLETE A QUESTIONNAIRE DISCLOSING HIS OR HER ACTUAL AND POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE FILING ORGANIZATION DEFINES A POTENTIAL COI WHEN A COVERED PERSON OR ANY OF HIS OR HER FAMILY MEMBERS (SPOUSE, SIBLINGS, SPOUSES OF SIBLINGS, ANCESTORS, CHILDREN, GRANDCHILDREN, GREAT GRANDCHILDREN, AND SPOUSES OF CHILDREN, GRANDCHILDREN, AND GREAT GRANDCHILDREN), (1) RECEIVES COMPENSATION FROM THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR AND THE ARRANGEMENT AT ISSUE IS THE DETERMINATION OF THAT INDIVIDUAL'S COMPENSATION; (2) HAS OR ANTICIPATES HAVING ANY FINANCIAL INTEREST, INCLUDING AN OWNERSHIP INTEREST, INVESTMENT INTEREST, OR COMPENSATION ARRANGEMENT, IN OR WITH ANY ENTITY OR INDIVIDUAL THAT (I) SELLS GOODS OR SERVICES TO, OR PURCHASES SERVICES FROM, THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (II) HAS ANY OTHER TRANSACTION OR ARRANGEMENT WITH THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (3) SERVES OR ANTICIPATES SERVING AS A DIRECTOR, TRUSTEE OR OFFICER OF ANY ENTITY THAT EITHER: (I) SELLS GOODS OR SERVICES TO, OR PURCHASES SERVICES FROM THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (II) HAS ANY OTHER TRANSACTION OR ARRANGEMENT WITH THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY; OR (4) HAS ANY OTHER RELATIONSHIP THAT COULD LEAD TO USE OF INFORMATION RELATING TO THE BUSINESS OF THE FILING ORGANIZATION OR APPLICABLE SUBSIDIARY FOR PERSONAL PROFIT OR ADVANTAGE. ALL DISCLOSURES INVOLVING A TRANSACTION OR ARRANGEMENT BEING CONSIDERED AT A MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL BE MADE TO ALL MEMBERS PRESENT AT SUCH MEETING. ALL OTHER DISCLOSURES SHALL BE MADE TO THE CHAIR (WHO SHALL DISCLOSURE HIS OR HER CONFLICT TO THE EXECUTIVE COMMITTEE AND/OR PRESIDENT/CEO). THE CHAIR AND OTHER APPLICABLE PERSONS SHALL DISCLOSE TO THE BOARD OF DIRECTORS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED TO THEM UNDER THE POLICY. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE TRANSACTION OR ARRANGEMENT. A COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR OR SHALL LEAVE ANY PORTION OF A MEETING AT WHICH THE BOARD OF DIRECTORS OR A COMMITTEE IS VOTING TO DETERMINE WHETHER A CONFLICT EXISTS, BUT MAY BE PRESENT PRIOR TO THE VOTE TO MAKE PRESENTATION TO THE BOARD OR COMMITTEE TO DISCLOSE ADDITIONAL FACTS, OR TO RESPOND TO QUESTIONS. THE MINUTES OF THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD FOR ANY MEETINGS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED A CONFLICT OF INTEREST OR OTHERWISE WERE FOUND TO HAVE A CONFLICT OF INTEREST; THE NATURE OF THE CONFLICT OF INTEREST; ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; THE NAME OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT CONSIDERED ANY COMPARARBILITY DATA RELIED UPON; AND A RECORD OF ANY VOTES TAKEN IN CONNCTION WITH THE ISSUE, TRANSACTION OR ARRANGEMENT. THE MINUTES OF ANY MEETINGS SHALL BE PREPARED BY THE LATTER OF THE NEXT SUCCEEDING MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE, OR SIXTY DAYS AFTER THE FINAL ACTION ON THE MATTER IS TAKEN BY THE BOARD OF DIRECTORS OR COMMITTEE. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS OR OTHER POSITION WITH THE FILING ORGANIZATION, AS APPROPRIATE. |
| FORM 990, PART VI, LINE 15A & 15B | PROCESS USED TO ESTABLISH COMPENSATION OF CEO 1/1/2015 - 6/30/2015 UNDER CATHOLIC HEALTH INITIATIVES: THE ORGANIZATIONS CEOS COMPENSATION IS PAID BY CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI HAS A DEFINED COMPENSATION PHILOSOPHY. BOTH THE EXECUTIVE AND NON-EXECUTIVE COMPENSATION STRUCTURES AND RANGES ARE REVIEWED ANNUALLY IN COMPARISON TO MARKET DATA. CHI USES THE HAY GROUP AS THE INDEPENDENT THIRD PARTY TO ASSESS EXECUTIVE COMPENSATION PROGRAMS AND TO ENSURE THE REASONABLENESS OF ACTUAL SALARIES AND TOTAL COMPENSATION PACKAGES. COMPENSATION OF THE SENIOR MOST EXECUTIVES IS REVIEWED ANNUALLY. THE HAY GROUP REVIEWS BOTH CASH AND TOTAL COMPENSATION FOR OVERALL REASONABLENESS, FOR ADHERENCE TO CHIS COMPENSATION PHILOSOPHY, AND FOR COMPARABILITY TO THE NOT-FOR-PROFIT HEALTHCARE MARKET. THIS INDEPENDENT REVIEW IS DELIVERED BY HAY GROUP TO THE HR COMMITTEE OF THE CHI BOARD OF STEWARDSHIP TRUSTEES ANNUALLY AT THEIR SEPTEMBER MEETING AND MINUTES ARE SHARED WITH THE FULL BOARD AT THE DECEMBER MEETING. THE LAST REVIEW WAS SEPTEMBER 18, 2015. IN ADDITION, IN DECEMBER 2009, HAY GROUP COMPLETED A COMPREHENSIVE REVIEW OF ALL POSITIONS AT THE LEVEL OF VICE PRESIDENT AND ABOVE TO DETERMINE AND VALIDATE APPROPRIATE COMPENSATION LEVELS. THESE LEVELS HAVE BEEN REVIEWED ANNUALLY SINCE AND REVISED BASED ON MARKET DATA, WHERE APPLICABLE. ALL COMPENSATION PAID TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES IS REVIEWED AND APPROVED IN THE CONTRACT APPROVAL PROCESS. THIS PROCESS INCLUDES A REVIEW OF COMPARABILITY INFORMATION. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN THE EMPLOYEES FILE AS WELL AS IN THEIR EMPLOYMENT CONTRACT. PROCESS USED TO ESTABLISH COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES 7/1/2015 - 12/31/2015 UNDER PENN STATE HEALTH: ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF PENN STATE HEALTH ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, OFFICERS, AND KEY EMPLOYEES. AS PART OF THE ANALYSIS, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABILITY DATA UOPN WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE CEO, OFFICERS, AND KEY EMPLOYEES. ONCE THE COMPENSATION ANALYSIS IS COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO PSH'S BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE CEO, OFFICERS, AND KEY EMPLOYEES ARE "REASONABLE" WITHIN THE MEANING OF TREASURY REGULATION 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES BASED UPON THE DATA IN THE REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, THE BASIS FOR THESE DECISIONS, THE BOARD MEMBERS' NAMES WHO VOTE ON COMPENSATION, AND THAT NONE OF THE BOARD MEMBERS HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS IS ALL CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.PSU.EDU. |
| FORM 990, PART VII | St. Joseph Medical Center did not pay employees for the calendar year 2015; however, the Medical Group is electing for transparency to show five highest compensated individuals that were paid by a related organization because their services were rendered for the benefit of the Medical Group. |
| FORM 990, PART XI, LINE 9 | Reconciliation of Net Assets: Transfer of beginning fund balance to Catholic Health Initiatives ($501,962) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN FEES TOTAL FEES:3841407 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BILLING FEES TOTAL FEES:1446007 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT LABOR TOTAL FEES:52500 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:2262049 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT SERVICES FOR MEDICAL TOTAL FEES:13407585 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH REGIONAL HEALTH NETWORK | |||||||||||
| 2500 BERNVILLE RD PO BOX 316 | READING | PA | 19603 | 231352211 | HEALTHCARE | PA | 501(C)(3) | 3 | PSH | false | |
| ST JOSEPH MEDICAL CENTER FOUNDATION | |||||||||||
| 2500 BERNVILLE RD PO BOX 316 | READING | PA | 19603 | 232649362 | FUNDRAISING | PA | 501(C)(3) | 9 | SJRHN | false | |
| Penn State Health | |||||||||||
| 500 UNIVERSITY DRIVE MC H16 | Hershey | PA | 17033 | 473769205 | HEALTHCARE | PA | 501(C)(3) | 11a | PSU | false | |
| The Pennsylvania State University | |||||||||||
| One Old Main | University Park | PA | 16802 | 246000376 | UNIVERSITY | PA | 115 | false | N/A | ||
| The Milton S Hershey Medical Center | |||||||||||
| 90 Hope Drive | Hershey | PA | 17033 | 251854772 | Healthcare | PA | 115 | PSH | false | ||
| Centre County Cancer Center | |||||||||||
| 1800 E PARK AVE | STATE COLLEGE | PA | 16803 | 800866636 | HEALTHCARE | PA | 501(C)(3) | 9 | MSHMC | false | |
| Pennsylvania Psychiatric Institute | |||||||||||
| 2501 NORTH THIRD STREET | HARRISBURG | PA | 17110 | 261699000 | HEALTHCARE | PA | 501(c)(3) | 3 | MSHMC | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES LLP | ||||||||
| 555 NORTH DUKE ST | LANCASTER | PA | 17604 | 232910102 | HEALTHCARE | PA | NA | N/A |
| HERSHEY ENDOSCOPY CENTER LLC | ||||||||
| 905 W GOVERNOR ROAD | HERSHEY | PA | 17033 | 562336622 | HEALTHCARE | PA | NA | N/A |
| HERSHEY OUTPATIENT SURGERY CENTER LP | ||||||||
| 15305 DALLAS PKWY | ADDISON | TX | 75001 | 200469951 | HEALTHCARE | PA | NA | N/A |
| PENN STATE HERSHEY REHABILITATION LLC | ||||||||
| 4714 GETTYSBURG ROAD | MECHANICSBURG | PA | 17055 | 651305248 | HEALTHCARE | PA | NA | N/A |
| PAL MSO LLC | ||||||||
| 1600 CLOISTER DRIVE | LANCASTER | PA | 17601 | 263260424 | PRACTICE MGMT | PA | NA | N/A |
| CENTRAL PA HEALTH NETWORK LLC | ||||||||
| 2500 BERNVILLE ROAD | READING | PA | 19605 | 465750407 | ACCTABLE CARE NTK | PA | NA | N/A |
| CGH REALTY ASSOCIATES LP | ||||||||
| 2500 BERNVILLE ROAD | READING | PA | 19603 | 232344074 | REAL ESTATE | PA | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| NITTANY HEALTH INC | |||||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 251769611 | HOMECARE INTEGRAT | PA | NA | c corp | false |
| CGH REALTY CO INC | |||||||||
| 2500 BERNVILLE ROAD | READING | PA | 19603 | 232326801 | REAL ESTATE | PA | NA | c corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |