Senior Health Partners Inc: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Senior Health Partners Inc (EIN 13-4103882)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201623149349301232
- Schema version
- 2015v2.1
- 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 | 2016-11-09T10:26:14-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134103882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senior Health Partners Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CRAIG BARATTIN-VP CONTROLLER | InCareOfNm |
| Business Name Control | SENI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHURCH ST FL 18 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100072601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BERMEL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2128016000 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA J WANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHURCH ST FL 18 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100072601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $660,083,177 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHPNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHMENT 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $556,647,405 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $659,669,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $336,727 | PYInvestmentIncomeAmt |
| CY Investment Income | $373,529 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $40,433 | CYOtherRevenueAmt |
| PY Total Revenue | $556,984,132 | PYTotalRevenueAmt |
| CY Total Revenue | $660,083,177 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $590,687,574 | PYOtherExpensesAmt |
| CY Other Expenses | $632,405,992 | CYOtherExpensesAmt |
| PY Total Expenses | $590,687,574 | PYTotalExpensesAmt |
| CY Total Expenses | $632,405,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$33,703,442 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,677,185 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,358,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,966,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,181,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,754,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,177,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,211,951 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SENIOR HEALTH PARTNERS, INC. EXISTS TO SUPPORT THE AUTONOMY AND QUALITY OF LIFE OF FRAIL, OLDER ADULTS IN THE METROPOLITAN NEW YORK AREA BY ASSISTING THEM IN REMAINING IN THEIR COMMUNITIES AS LONG AS MEDICALLY AND SOCIALLY FEASIBLE, AND BY PROVIDING THEM WITH LONG TERM CARE SERVICES. IN DOING SO, SENIOR HEALTH PARTNERS, INC. IS COMMITTED TO THE DIGNITY AND AUTONOMY FOR ALL OLDER ADULTS, TO TREATING ITS CLIENTS WITH SENSITIVITY AND RESPECT, AND TO SUPPORTING AND PRESERVING THEIR FAMILY UNITS. SENIOR HEALTH PARTNERS IS COMMITTED TO CONTINUED RESEARCH AND EDUCATION, AND WORKS CONTINUALLY TO DEVELOP AND EVALUATE IMPROVED METHODS OF CARE FOR THE FRAIL ELDERLY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $618,068,923 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $659,669,215 | RevenueAmt |
| Desc | SENIOR HEALTH PARTNERS, INC. PROVIDED MANAGED LONG TERM CARE SERVICES SUCH AS PERSONAL CARE, SOCIAL SERVICES, NUTRITIONAL AND REHABILITATION TO OVER 12,481 FRAIL ELDERLY INDIVIDUALS RESIDING IN MANHATTAN, BRONX, BROOKLYN & QUEENS DURING 2015, ALLOWING THEM TO CONTINUE TO RESIDE SAFELY WITHIN THEIR COMMUNITY. | Desc |
| Total Program Service Expenses | $618,068,923 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 994 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (true) | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG BARATTIN-VP CONTROLLER | PersonNm |
| Phone | 2128016000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHURCH ST FL 18 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100072601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA J WANG | |||||||||
| Board of Director/CEO | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $1,866,666 | $380,227 | ||
| JAY SCHECHTMAN | |||||||||
| Board of Director/CMO | 1.0 | 40.0 | Yes (X) | $0 | $825,941 | $123,545 | |||
| DON SCANLON | |||||||||
| BOARD DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA SLEVINSON-END 8115 | |||||||||
| BOARD DIRECTOR-COMMUNITY REP. | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM CURCIO - END 32715 | |||||||||
| EXECUTIVE DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ST CLAIR-END 3515 | |||||||||
| CHIEF LEGAL OFFICER/Secretary | 1.0 | 40.0 | Yes (X) | $0 | $844,528 | $147,946 | |||
| DANIEL P MCCARTHY | |||||||||
| PRESIDENT & COO | 1.0 | 40.0 | Yes (X) | $0 | $1,180,164 | $203,594 | |||
| SEAN M NATARO-BEG3515 | |||||||||
| DEPUTY GENERAL COUNSEL/Secr. | 1.0 | 40.0 | Yes (X) | $0 | $375,595 | $33,085 | |||
| MICHAEL FEDYNA-BEG3515 | |||||||||
| CHIEF FINANCIAL OFFICER/Tres. | 1.0 | 40.0 | Yes (X) | $0 | $558,793 | $20,625 | |||
| PAUL E PORTSMORE JR | |||||||||
| SVP BUS DEV & MBR ACQUISITION | 1.0 | 40.0 | $0 | $509,969 | $94,721 | Yes (X) | |||
| IAN SHAFFER | |||||||||
| EXE MED DIR BEHAV HEALTH | 1.0 | 40.0 | $0 | $451,567 | $23,673 | Yes (X) | |||
| REBECCA SCHWIETZ | |||||||||
| SVP CLINICAL SERVICES | 1.0 | 40.0 | $0 | $449,023 | $67,824 | Yes (X) | |||
| GERALD T SWEENEY | |||||||||
| SVP CHIEF INFORMATION OFFICER | 1.0 | 40.0 | $0 | $652,647 | $122,076 | Yes (X) | |||
| SEAN KANE | |||||||||
| CHIEF HR OFFICER | 1.0 | 40.0 | $0 | $604,132 | $99,081 | Yes (X) | |||
| MARYBETH A TITA | |||||||||
| SVP, CORP FINANCE | 0.0 | 40.0 | $0 | $1,104,691 | $30,296 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,423,716 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,346,693 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| HHH HOME CARE INC | |||||
| 55 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NURSING FACILITY | $31,576,656 |
| PREMIER HOME HEALTH CARE SERVICES I | |||||
| 445 HAMILTON AVE 10TH FLOOR | WHITE PLAINS | NY | 10601 | NURSING FACILITY | $31,353,327 |
| CHINESE-AMERICAN PLANNING COUNCIL | |||||
| ONE YORK STREET 2ND FLOOR | NEW YORK | NY | 10013 | NURSING FACILITY | $23,543,760 |
| JEWISH HOME LIFECARE | |||||
| 2900 EXTERIOR STREET | BRONX | NY | 10463 | NURSING FACILITY | $14,330,436 |
| THE ROYAL CARE INC | |||||
| 6323 14TH AVE | BROOKLYN | NY | 11219 | NURSING FACILITY | $10,307,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 385 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICES | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $659,669,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $659,669,215 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $659,669,215 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,529 | TotalRevenueColumnAmt |
| Exclusion | $373,529 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PURCHASE OF ASSETS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $40,433 | TotalRevenueColumnAmt |
| Exclusion | $40,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,433 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $660,083,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $659,669,215 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $413,962 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,468,904 | TotalAmt |
| Program Services | $25,104,166 | ProgramServicesAmt |
| Management And General | $12,364,738 | ManagementAndGeneralAmt |
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 | $33,672 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $31,872 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
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 | $1,883,332 | TotalAmt |
| Management And General | $1,883,332 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| HEALTHCARE SERVICE COST | $540,171,969 | $540,171,969 |
| BAD DEBT EXPENSE | $5,145,038 | $5,145,038 |
| MEDICAL ADMIN. EXP | $1,083,254 | $1,083,254 |
| CARE MANAGEMENT EXP | $46,457,510 | $46,457,510 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,313 | TotalAmt |
| Program Services | $105,186 | ProgramServicesAmt |
| Management And General | $57,127 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,405,992 | TotalAmt |
| Program Services | $618,068,923 | ProgramServicesAmt |
| Management And General | $14,337,069 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,437,069 | BOYAmt |
| EOY | $49,011,761 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,950,036 | BOYAmt |
| EOY | $0 | 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 | $12,511,751 | BOYAmt |
| EOY | $45,407,801 | 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 | $3,990,805 | BOYAmt |
| EOY | $3,487,521 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,258,619 | BOYAmt |
| EOY | $30,337,712 | 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 | $13,751,146 | BOYAmt |
| EOY | $46,690,254 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,475 | BOYAmt |
| EOY | $31,059 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,358,901 | BOYAmt |
| EOY | $174,966,108 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,180,156 | BOYAmt |
| EOY | $68,754,157 | 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 | $1,185 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,181,341 | BOYAmt |
| EOY | $68,754,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,177,560 | BOYAmt |
| EOY | $106,211,951 | 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 | $43,177,560 | BOYAmt |
| EOY | $106,211,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,358,901 | BOYAmt |
| EOY | $174,966,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,677,185 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$131,868 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $35,489,074 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,666,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,092,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413,872,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,647,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,669,215 | CurrentTaxYearAmt |
| Total | $1,948,949,187 | 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 | $126,666,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,092,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413,872,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,647,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,669,215 | CurrentTaxYearAmt |
| Total | $1,948,949,187 | 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 | $1,948,949,187 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $336,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,529 | CurrentTaxYearAmt |
| Total | $857,260 | 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 | $18,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $336,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,529 | CurrentTaxYearAmt |
| Total | $857,260 | 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 | $23,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $40,433 | CurrentTaxYearAmt |
| Total | $64,540 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,708,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,123,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413,971,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,984,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $660,083,177 | CurrentTaxYearAmt |
| Total | $1,949,870,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99953 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99957 | PublicSupportPY509Pct |
| Investment Income CY | 0.00044 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00041 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $695,440,383 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$131,868 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $35,489,074 | OtherRevenueAmt |
| Revenue Not Reported | $35,357,206 | RevenueNotReportedAmt |
| Revenue Subtotal | $660,083,177 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $660,083,177 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $632,405,992 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $632,405,992 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $632,405,992 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D-PART XI, LINE 2D - OTHER ADJUSTMENTS | FormAndLineReferenceDesc |
| Explanation | TOTAL OTHER ADJUSTMENTS: $35,489,074. RETAINED HOSPITAL PAYMENTS: $666,631. The health care services agreements with Senior Health Partner's (SHP) risk-sharing partner providers allow for certain payments due to each partner to be retained by SHP as additional capital contributions, and are withheld from accrued medical services. Retained payments required to be withheld by SHP totaled $666,631 for the year ended December 31, 2015. GOODWILL & INTANGIBLE ASSETS: $34,822,443. Effective January 1, 2015, HF Management Services, LLC (HFMS) distributed its membership interest in SHP to HFMSs equity owners, based on a pro-rata share of their respective interests in HFMS, in connection with a spin-off of the Managed Long Term Care (MLTC) plan from HFMS. Each of the equity owners then exchanged their respective membership interests in SHP with Healthfirst, Inc. ("HFI") in exchange for subvention certificates. As a result, HFI became the sole corporate member of SHP. HFI is a not-for-profit corporation incorporated in the State of New York as a hospital sponsored and organized managed care entity. The Board of Managers of HFMS and the Board of Directors of HFI include common individuals. In connection with this transaction, the assets and liabilities of SHP were marked to fair value as of January 1, 2015, which resulted in a net increase of approximately $34.8 million as compared to the historical value of the net assets as reported. The approximate $34.8 million increase in SHPs net assets is comprised of goodwill of approximately $38.7 million and a net decrease in intangible assets of approximately $3.9 million. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH ST CLAIR-END 3515 | ||||||||||||
| CHIEF LEGAL OFFICER/Secretary | $0 | $475,584 | $252,992 | $115,952 | $0 | $136,827 | $0 | $11,288 | $0 | $992,643 | $0 | $111,594 |
| PATRICIA J WANG | ||||||||||||
| Board of Director/CEO | $948,768 | $617,525 | $300,373 | $0 | $374,851 | $0 | $5,762 | $0 | $2,247,279 | $0 | $295,743 | |
| JAY SCHECHTMAN | ||||||||||||
| Board of Director/CMO | $443,673 | $282,285 | $99,983 | $0 | $107,190 | $0 | $16,515 | $0 | $949,646 | $0 | $98,301 | |
| MARYBETH A TITA | ||||||||||||
| SVP, CORP FINANCE | $123,823 | $303,775 | $677,093 | $0 | $25,902 | $0 | $4,554 | $0 | $1,135,147 | $0 | $314,420 | |
| DANIEL P MCCARTHY | ||||||||||||
| PRESIDENT & COO | $689,231 | $353,800 | $137,133 | $0 | $188,278 | $0 | $15,550 | $0 | $1,383,992 | $0 | $132,773 | |
| PAUL E PORTSMORE JR | ||||||||||||
| SVP BUS DEV & MBR ACQUISITION | $359,404 | $148,375 | $2,190 | $0 | $94,721 | $0 | $150 | $0 | $604,840 | $0 | $0 | |
| IAN SHAFFER | ||||||||||||
| EXE MED DIR BEHAV HEALTH | $333,306 | $111,044 | $7,217 | $0 | $15,900 | $0 | $7,903 | $0 | $475,370 | $0 | $0 | |
| SEAN M NATARO-BEG3515 | ||||||||||||
| DEPUTY GENERAL COUNSEL/Secr. | $290,867 | $83,434 | $1,294 | $0 | $15,900 | $0 | $17,266 | $0 | $408,761 | $0 | $0 | |
| REBECCA SCHWIETZ | ||||||||||||
| SVP CLINICAL SERVICES | $324,010 | $124,400 | $613 | $0 | $50,639 | $0 | $17,321 | $0 | $516,983 | $0 | $0 | |
| MICHAEL FEDYNA-BEG3515 | ||||||||||||
| CHIEF FINANCIAL OFFICER/Tres. | $456,921 | $97,400 | $4,472 | $0 | $9,211 | $0 | $11,550 | $0 | $579,554 | $0 | $0 | |
| GERALD T SWEENEY | ||||||||||||
| SVP CHIEF INFORMATION OFFICER | $452,608 | $198,500 | $1,539 | $0 | $104,891 | $0 | $17,350 | $0 | $774,888 | $0 | $0 | |
| SEAN KANE | ||||||||||||
| CHIEF HR OFFICER | $398,862 | $203,400 | $1,870 | $0 | $99,081 | $0 | $148 | $0 | $703,361 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART 1, LINE 4A | THE FOLLOWING INDIVIDUAL ENTERED INTO SEVERANCE AGREEMENTS AND/OR RECEIVED SEVERANCE PAYMENTS FROM HF MANAGEMENT SERVICES, LLC - A RELATED ORGANIZATION. MARYBETH TITA TOTAL SEVERANCE: $454,200, SEVERANCE PAID IN 2015: $338,274 SEVERANCE DEFERRED: $115,926. |
| SCHEDULE J, PART 1, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE NON-QUALIFIED RETIREMENT PLAN PROVIDED BY HF MANAGEMENT SERVICES, LLC - A RELATED ORGANIZATION. THE AMOUNTS BELOW REPRESENT CONTRIBUTIONS FROM THE PLAN SPONSOR FOR 2015: PATRICIA J. WANG $333,059 [Col. C] DANIEL P. McCARTHY $168,861 [Col. C] ELIZABETH R. ST CLAIR $111,577 [Col. C] JAY A. SCHECHTMAN $80,619 [Col. C] GERALD T. SWEENEY $102,720 [Col. C] SEAN KANE $83,181 [Col. C] PAUL PORTSMORE $78,821 [Col. C] REBECCA SCHWIETZ $34,739 [Col. C] |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HF MANAGEMENT SERVICES LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | COMMON OFFICERS/DIRECTORS | RelationshipDescriptionTxt |
| Transaction | $37,468,904 | TransactionAmt |
| Transaction | MANAGEMENT AND ADMIN SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | BEGINNING AUGUST 1, 2010, SENIOR HEALTH PARTNERS, INC. (SHP) CONTRACTS WITH HF MANAGEMENT SERVICES, LLC (HFMS) TO PROVIDE ALL OF ITS MANAGEMENT AND ADMINISTRATIVE SERVICES. SINCE AUGUST 2010, THE NOT-FOR-PROFIT ENTITY DOES NOT MAINTAIN ITS OWN STAFF OR OFFICE SPACE, THESE ARE SUPPLIED BY HFMS. HFMS CHARGES A PERCENTAGE ON A PER MEMBER PER MONTH BASIS OR A FLAT FEE PER MEMBER PER MONTH AS MANAGEMENT FEE. ALL OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES WERE PAID BY, AND WORKED FOR HFMS, A MANAGEMENT COMPANY WHICH PROVIDES MANAGEMENT SERVICES FOR MULTIPLE ENTITIES. NONE OF THE INDIVIDUALS LISTED EARNED ANY COMPENSATION FROM SHP. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 1, 2015, SHP BYLAWS WERE AMENDED TO SHOW HEALTHFIRST, INC. (HFI) AS THE SOLE CORPORATE MEMBER. THE PRIOR BYLAWS HAD HFMS AS THE SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 6 | HEALTHFIRST, INC. IS SENIOR HEALTH PARTNERS, INC.'S SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | SENIOR HEALTH PARTNERS, INC. IS A NEW YORK STATE NOT-FOR-PROFIT MEMBERSHIP CORPORATION. SENIOR HEALTH PARTNERS INC'S SOLE CORPORATE MEMBER IS HEALTHFIRST, INC. HEALTHFIRST, INC. HAS THE RIGHT TO APPOINT MEMBERS TO THE BOARD OF DIRECTORS OF SENIOR HEALTH PARTNERS, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AMENDMENT OF THE ORGANIZATION'S GOVERNING DOCUMENTS IS SUBJECT TO THE APPROVAL OF HEALTHFIRST, INC. SOME OF THE DECISIONS OF THE GOVERNING BODY, SHOULD THEY OCCUR, ARE SUBJECT TO APPROVAL BY STATE REGULATORS: * DISTRIBUTION OF THE ORGANIZATION'S NET ASSETS * CERTAIN CHANGES TO PREMIUM RATES * EXPANSION TO OTHER MANAGED CARE BUSINESSES * SPECIFIC TYPES OF CHANGES TO THE ORGANIZATION'S BENEFIT PLANS * MANAGEMENT FEE RATE CHANGES |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY THE HF MANAGEMENT SERVICES, LLC (HFMS) CORPORATE FINANCE DEPARTMENT STAFF AND THEN REVIEWED BY THE HFMS TREASURER AND VICE PRESIDENT CONTROLLER. SECONDARY REVIEWS ARE ALSO PERFORMED BY THE HFMS CHIEF LEGAL OFFICER. THE DRAFT 990 IS THEN REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE DRAFT 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE FINAL 990 IS SUBMITTED AFTER THE BOARD OF DIRECTORS REVIEWS IT. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE. EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS GIVEN A COPY OF THE DISCLOSURE STATEMENT TO COMPLETE ON AN ANNUAL BASIS. A NOMINATED BOARD MEMBER WHO DOES NOT COMPLETE THE STATEMENT IS NOT ALLOWED TO ASSUME THE BOARD SEAT, ATTEND BOARD MEETINGS AND MAY BE REMOVED FROM THE BOARD. AN OFFICER OR KEY EMPLOYEE WHO DOES NOT COMPLETE THE STATEMENT WILL BE DISCIPLINED, UP TO TERMINATION FROM THE POSITION. ANY DISCLOSURE OF A CONFLICT OR POTENTIAL CONFLICT IS REVIEWED BY THE CHIEF COMPLIANCE OFFICER. CONFLICTS ARE ADDRESSED BY EXAMINING THE RELATIONSHIP OF THE INDIVIDUAL TO THE ORGANIZATION. A REPORT OF ANY CONFLICTS IS PREPARED FOR DISCUSSION WITH AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF HEALTHFIRST INC., THE NOT FOR PROFIT CORPORATE PARENT, AS WELL AS THE FULL BOARD OF DIRECTORS OF SENIOR HEALTH PARTNERS, INC. AS APPROPRIATE, ACTION IS TAKEN, INCLUDING BUT NOT LIMITED TO MODIFICATIONS TO BUSINESS AGREEMENTS, CHANGES IN VENDORS OR REPLACEMENT OF THE DIRECTOR, OFFICER OR KEY EMPLOYEE WITH A NON-CONFLICTED INDIVIDUAL. PART 990, PART VI, SECTION B, LINE 15 BECAUSE THE REPORTING ORGANIZATION DID NOT COMPENSATE ANY OFFICER OR EMPLOYEE, THE REPORTING ORGANIZATION HAS RESPONDED "NO." HOWEVER, THE COMPENSATION OF THE CEO, OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE COMPENSATION COMMITTEE OF HF MANAGEMENT SERVICES, LLC (A RELATED ORGANIZATION). THE COMMITTEE CONSISTS ONLY OF INDEPENDENT DIRECTORS. THE PROCESS FOR DETERMINING COMPENSATION IS DESCRIBED IN THE COMMITTEE'S CHARTER. THE PROCESS INCLUDES ENGAGEMENT OF AN OUTSIDE HUMAN RESOURCES CONSULTING FIRM TO CONDUCT A COMPARABILITY ANALYSIS. THE ANALYSIS INCLUDES COMPARABLE RANGES OF EXECUTIVE COMPENSATION USING THE COMPANY'S INDUSTRY CLASSIFICATION. THE COMMITTEE MEETS PRIOR TO IMPLEMENTATION OF ANY CHANGE IN COMPENSATION. CONTEMPORANEOUS MINUTES OF EACH MEETING ARE PREPARED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES OF REQUEST FOR INSPECTION AT ITS CORPORATE OFFICE. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS TOTAL OTHER CHANGES IN NET ASSETS: $35,489,074. RETAINED HOSPITAL PAYMENTS: $666,631. THE HEALTH CARE SERVICES AGREEMENTS WITH SHP'S RISK-SHARING PARTNER PROVIDERS ALLOW FOR CERTAIN PAYMENTS DUE TO EACH PARTNER TO BE RETAINED BY SHP AS ADDITIONAL CAPITAL CONTRIBUTIONS, AND ARE WITHHELD FROM ACCRUED MEDICAL SERVICES. RETAINED PAYMENTS REQUIRED TO BE WITHHELD BY SHP TOTALED $666,631 FOR THE YEAR ENDED DECEMBER 31, 2015. GOODWILL & INTANGIBLE ASSETS: $34,822,443. Effective January 1, 2015, HFMS distributed its membership interest in SHP to HFMSs equity owners, based on a pro-rata share of their respective interests in HFMS, in connection with a spin-off of the MLTC plan from HFMS. Each of the equity owners then exchanged their respective membership interests in SHP with Healthfirst, Inc. ("HFI") in exchange for subvention certificates. As a result, HFI became the sole corporate member of SHP. HFI is a not-for-profit corporation incorporated in the State of New York as a hospital sponsored and organized managed care entity. The Board of Managers of HFMS and the Board of Directors of HFI include common individuals. In connection with this transaction, the assets and liabilities of SHP were marked to fair value as of January 1, 2015, which resulted in a net increase of approximately $34.8 million as compared to the historical value of the net assets as reported by the predecessor company. The approximate $34.8 million increase in SHPs net assets is comprised of goodwill of approximately $38.7 million and a net decrease in intangible assets of approximately $3.9 million. FORM 990, PART XII, LINE 2C THE SELECTION OF THE INDEPENDENT AUDITOR IS ADMINISTERED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF HEALTHFIRST, INC., THE ORGANIZATION'S SOLE CORPORATE MEMBER. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHFIRST HEALTH PLAN INC | ||||||||||
| 100 CHURCH ST FL 18 | NEW YORK | NY | 10007 | 113029569 | MANAGED CARE | NY | 501(C)(4) | HEALTHFIRST | Yes (true) | |
| HEALTHFIRST INC | ||||||||||
| 100 CHURCH ST FL 18 | NEW YORK | NY | 10007 | 133714932 | MANAGED CARE | NY | 501 (C)(3) | NA | false | 11 Type 1 |
| HEALTHFIRST HEALTH PLAN OF NJ INC | ||||||||||
| 1 WASHINGTON ST STE 1405 | NEWARK | NJ | 07102 | 510609967 | MANAGED CARE | NJ | 501 (C)(4) | HF MGMT SVCS | Yes (true) | |
| HEALTHFIRST PHSP INC | ||||||||||
| 100 CHURCH STREET FL 18 | NEW YORK | NY | 10007 | 133783732 | MANAGED CARE | NY | 501 (C)(3) | HEALTHFIRST | Yes (true) | 9 |
| NEIGHBORHOOD HEALTH PROVIDERS INC | ||||||||||
| 100 CHURCH ST FL 18 | NEW YORK | NY | 10007 | 943474115 | MANAGED CARE | NY | 501 (C)(3) | HEALTHFIRST | Yes (true) | 9 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HF MANAGEMENT SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHURCH ST FL 18 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100072601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134069806 | EIN |
| Primary Activities | 3RD PTY ADM S | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
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 |
|---|---|---|---|---|---|---|---|---|---|
| HF ADMINISTRATIVE SERVICES INC | |||||||||
| 100 CHURCH ST FL 18 | NEW YORK | NY | 100072601 | 133873482 | 3RD PTY ADM S | NY | HF MGMT SVCS | C CORP | false |
| HEALTHFIRST INSURANCE COMPANY INC | |||||||||
| 100 CHURCH STREET FL 18 | New York | NY | 100072601 | 464545744 | INSUR.PROVIDER | NY | NA | C CORP | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HF MANAGEMENT SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $37,468,904 | InvolvedAmt |
| Method Of Amount Determination | CONTRACTED RATE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPRESENTS THE EXPENSES INCURRED AND PAID OR DUE TO THE RELATED ORGANIZATION FOR SERVICES RENDERED BASED ON CONTRACTED RATES APPROVED BY STATE REGULATORS. | ExplanationTxt |