CHBLT SUBSIDIARY CO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHBLT SUBSIDIARY CO (EIN 25-1640802)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-21
- IRS object ID
- 201640819349300309
- Schema version
- 2014v6.0
- 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 | 2016-03-21T11:16:52-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 HIGHLAND ROAD | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251640802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHBLT SUBSIDIARY CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHBL | BusinessNameControlTxt |
| Phone | 7244182640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE STREET NO 208 | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT LIPTAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244182640 | PhoneNum |
| Signature | 2016-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOMINIC MASTROPIETRO | PreparerPersonNm |
| PTIN | P00949738 | PTIN |
| Phone | 7249817550 | PhoneNum |
| Preparation | 2016-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT LIPTAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 W STATE ST SUITE 208 | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,654 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE HEALTH AND WELL BEING OF INDIVIDUALS IN OUR COMMUNITY BY PROVIDING ADVANCED SPECIALTY CARE CLOSE TO HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 172 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,565,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,565,558 | PYTotalRevenueAmt |
| CY Total Revenue | $4,654 | 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 | $15,839,783 | 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 | $3,435,904 | PYOtherExpensesAmt |
| CY Other Expenses | $204,352 | CYOtherExpensesAmt |
| PY Total Expenses | $19,275,687 | PYTotalExpensesAmt |
| CY Total Expenses | $204,352 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,710,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$199,698 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,217,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,534,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $487,746 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,936 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,730,169 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,530,471 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF CHBLT SUBSIDIARY CO., PREVIOUSLY KNOWN AS SHARON REGIONAL PHYSICIANS SERVICES, IS TO PROVIDE THE HIGHEST QUALITY, ADVANCED HEALTHCARE SERVICES TO ALL COMMUNITIES WITHIN OUR REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $196,281 | ExpenseAmt |
| Revenue | $4,654 | RevenueAmt |
| Desc | CHBLT SUBSIDIARY CO., SOLD A MAJORITY OF ITS ASSETS IN APRIL 2014. THE ORGANIZATION IS PAYING EXPENSES AND COLLECTING RECEIVABLES FROM ITS ORIGINAL OPERATIONS. PRIOR TO APRIL 2014, THE ORGANIZATION:- PROVIDED AMBULATORY CARDIOLOGY SERVICES- ORTHOPEDIC SURGICAL CARE- PRIMARY CARE SERVICES- GENERAL SURGERY- OB/GYN- VASCULAR SURGERY- OTOLARYNGOLOGY/ALLERGY, ENDOCRINOLOGY, PULMONARY/CRITICAL CARE MEDICINE- GASTROENTEROLOGY AND CARDIOTHORACIC SURGERYTO INDIVIDUALS OF THE SHENANGO VALLEY IN WESTERN PENNSYLVANIA | Desc |
| Total Program Service Expenses | $196,281 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 172 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY A CHROBAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244182640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE ST SUITE 208 | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT G LIPTAK | |||||||||
| CHAIRMAN | 12.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONNIE MIGNELLA | |||||||||
| CARDIOLOGIST | 40.00 | 0.00 | $239,624 | $0 | $4,798 | Yes (X) | |||
| JAMES RYAN | |||||||||
| CARDIOLOGIST | 40.00 | 0.00 | $227,487 | $0 | $5,360 | Yes (X) | |||
| JOSE MILLAN | |||||||||
| CARDIOLOGIST | 40.00 | 0.00 | $220,632 | $0 | $5,790 | Yes (X) | |||
| BRANDON MIKOLICH | |||||||||
| CARDIOLOGIST | 40.00 | 0.00 | $150,148 | $0 | $1,614 | Yes (X) | |||
| BRIAN SHANNON | |||||||||
| ORTHOPEDIC SURGEON | 40.00 | 0.00 | $149,611 | $0 | $3,806 | Yes (X) | |||
| MATTHEW LIBURDI | |||||||||
| FORMER VICE PRESIDENT | 1.00 | 40.00 | $0 | $361,113 | $4,061 | Yes (X) | |||
| JEFFREY A CHROBAK | |||||||||
| FORMER VICE PRESIDENT/CFO | 1.00 | 40.00 | $0 | $896,726 | $5,179 | Yes (X) | |||
| JOHN DAVIDSON | |||||||||
| FORMER VICE PRESIDENT | 1.00 | 40.00 | $0 | $420,857 | $4,181 | Yes (X) | |||
| JOHN JANOSO JR | |||||||||
| FORMER PRESIDENT/CEO | 1.00 | 40.00 | $0 | $857,268 | $3,882 | Yes (X) | |||
| LINDE FINSRUD WILSON | |||||||||
| FORMER PRESIDENT/CEO | 0.00 | 0.00 | $0 | $104,520 | $3,705 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $987,502 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,640,484 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,376 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INPATIENT REVENUE | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $4,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,654 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,654 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,442 | TotalAmt |
| Program Services | $371 | ProgramServicesAmt |
| Management And General | $8,071 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448 | TotalAmt |
| Program Services | $448 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBTS | $172,591 | $172,591 |
| THIRD PARTY REFUNDS | $19,371 | $19,371 |
| MEDICAL SUPPLIES | $2,750 | $2,750 |
| MISCELLANEOUS | $750 | $750 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,352 | TotalAmt |
| Program Services | $196,281 | ProgramServicesAmt |
| Management And General | $8,071 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,707 | BOYAmt |
| EOY | $20,989 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,023 | BOYAmt |
| EOY | $1,513,418 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,185 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,217,915 | BOYAmt |
| EOY | $1,534,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,559 | BOYAmt |
| EOY | $3,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,187 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,746 | BOYAmt |
| EOY | $3,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730,169 | BOYAmt |
| EOY | $1,530,471 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730,169 | BOYAmt |
| EOY | $1,530,471 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,217,915 | BOYAmt |
| EOY | $1,534,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$199,698 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,013,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,136,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,674,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,565,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,654 | CurrentTaxYearAmt |
| Total | $53,395,410 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,013,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,136,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,674,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,565,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,654 | CurrentTaxYearAmt |
| Total | $53,395,410 | 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 | $53,395,410 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,013,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,136,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,674,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,565,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,654 | CurrentTaxYearAmt |
| Total | $53,395,410 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONNIE MIGNELLA | ||||||||||||||
| CARDIOLOGIST | $214,957 | $0 | $24,667 | $0 | $0 | $0 | $0 | $0 | $4,798 | $0 | $244,422 | $0 | $0 | $0 |
| JAMES RYAN | ||||||||||||||
| CARDIOLOGIST | $214,395 | $0 | $13,092 | $0 | $0 | $0 | $0 | $0 | $5,360 | $0 | $232,847 | $0 | $0 | $0 |
| JOSE MILLAN | ||||||||||||||
| CARDIOLOGIST | $213,965 | $0 | $6,667 | $0 | $0 | $0 | $0 | $0 | $5,790 | $0 | $226,422 | $0 | $0 | $0 |
| BRANDON MIKOLICH | ||||||||||||||
| CARDIOLOGIST | $147,248 | $0 | $0 | $0 | $2,900 | $0 | $0 | $0 | $1,614 | $0 | $151,762 | $0 | $0 | $0 |
| BRIAN SHANNON | ||||||||||||||
| ORTHOPEDIC SURGEON | $149,611 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,806 | $0 | $153,417 | $0 | $0 | $0 |
| MATTHEW LIBURDI | ||||||||||||||
| FORMER VICE PRESIDENT | $0 | $43,435 | $0 | $0 | $0 | $317,678 | $0 | $0 | $0 | $4,061 | $0 | $365,174 | $0 | $158,364 |
| JEFFREY A CHROBAK | ||||||||||||||
| FORMER VICE PRESIDENT/CFO | $0 | $124,950 | $0 | $0 | $0 | $771,776 | $0 | $0 | $0 | $5,179 | $0 | $901,905 | $0 | $477,991 |
| JOHN DAVIDSON | ||||||||||||||
| FORMER VICE PRESIDENT | $0 | $39,224 | $0 | $0 | $0 | $381,633 | $0 | $0 | $0 | $4,181 | $0 | $425,038 | $0 | $0 |
| JOHN JANOSO JR | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $95,785 | $0 | $0 | $0 | $761,483 | $0 | $0 | $0 | $3,882 | $0 | $861,150 | $0 | $370,458 |
| LINDE FINSRUD WILSON | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $104,520 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,705 | $0 | $108,225 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: THE FOLLOWING OFFICERS/DIRECTORS AND FORMER OFFICER/DIRECTORS RECEIVED A SEVERANCE PAYMENT FROM CHRISTIAN H BUHL LEGACY TRUST, A RELATED ORGANIZATION, DURING CALENDAR YEAR 2014: MATTHEW LIBURDI $48,158 JEFFREY A. CHROBAK $27,200 JOHN DAVIDSON $38,726 JOHN JANOSO JR $151,404 LISA BERTOLASIO $36,250 THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN B(III) SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALFIED RETIREMENT PLAN: CHRISTIAN H BUHL LEGACY TRUST, A RELATED ORGANIZATION, PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO PROVIDE A MARKET COMPETITIVE SUPPLEMENTAL RETIREMENT BENEFIT TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN DURING THE FISCAL YEAR: JEFFREY CHROBAK, JOHN JANOSO JR., JOHN DAVIDSON, LISA BERTOLASIO AND MATTHEW LIBURDI. THERE WERE NO BENEFIT ACCRUALS DURING THE YEAR. COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS CHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACCORDING TO THE ORGANIZATION'S BYLAWS, THE BOARD MUST OBTAIN THE APPROVAL OF CHRISTIAN H BUHL LEGACY TRUST BEFORE ANY ACTION ON ANY OF THE FOLLOWING MATTERS BECOME FINAL AND EFFECTIVE: 1. AMENDMENT OF THE ARTICLES OF INCORPORATION OF THIS CORPORATION OR OF THE BYLAWS; 2. THE SALE, LEASE, OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL THE PROPERTY OR ASSETS OF THIS CORPORATION; 3. MERGER OR CONSOLIDATION WITH ANY OTHER CORPORATION; 4. DISSOLUTION OF THE CORPORATION 5. APPROVAL OF AN ANNUAL BUDGET FOR THIS CORPORATION 6. ANY TRANSFER OF FUNDS BY GRANT, GIFT, OR LOAN FROM THIS CORPORATION; 7. ANY OTHER MATTERS THAT BY LAW WOULD REQUIRE THE APPROVAL OF MEMBERS OF A PENNSYLVANIA NONPROFIT CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS SUBMITTED FOR INTERNAL REVIEW BY THE CHAIRMAN AS WELL AS THE BOARD OF DIRECTORS OF THE CHRISTIAN H BUHL LEGACY TRUST PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS OF CHBLT SUBSIDIARY CO. MAINTAINS A WRITTEN POLICY DEFINING CONFLICT OF INTERESTS OF ITS DIRECTORS AND OFFICERS. ALL NEW DIRECTORS AND OFFICERS ARE ORIENTED ON THIS POLICY. ANNUALLY, THE OFFICERS AND THE MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE POLICIES AND EACH DIRECTOR AND OFFICER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE. THE CHAIRMAN OF THE BOARD OF DIRECTORS REVIEWS ALL RESPONSES AND CONSULTS WITH LEGAL COUNSEL. THE CHAIRMAN CONSIDERS COMMITTEE MEMBERSHIP AND RECUSAL FROM DISCUSSION AND VOTES IN LIGHT OF POTENTIAL CONFLICTS AND BOARD MEMBERS ROUTINELY VOLUNTARILY RECUSE THEMSELVES EVEN IF THE CONFLICT IS ONLY PERCEIVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO IS COMPENSATED BY CHRISTIAN H. BUHL LEGACY TRUST, A RELATED ORGANIZATION. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF CHRISTIAN H. BUHL LEGACY TRUST REVIEWS AND RECOMMENDS THE COMPENSATION OF THE OFFICERS AND THE BOARD OF DIRECTORS APPROVES THESE RECOMMENDATIONS ANNUALLY. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS WHO HAVE NO INTEREST WITH THE OFFICERS. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT TO REVIEW MARKET DATA AND ESTABLISH COMPENSATION RANGES FOR EACH OFFICER IN COMPARISON WITH SIMILAR POSITIONS AT SIMILAR SIZED HOSPITALS AND HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND ACCEPTS THE PERFORMANCE REVIEWS CONDUCTED BY THE CHIEF EXECUTIVE OFFICER OF OTHER OFFICERS. THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) COMPARISONS ARE USED FOR BENCHMARKING THE PHYSICIANS SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS OF THE ORGANIZATION ARE DISTRIBUTED UPON REQUEST, AS REQUIRED BY LAW. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN H BUHL LEGACY TRUST | |||||||||||
| 7 W STATE ST SUITE 208 | SHARON | PA | 16146 | 250979377 | HEALTHCARE | PA | 501(C)(3) | LINE 3 | N/A | 0 | |
| SHARON REGIONAL HEALTH FOUNDATION | |||||||||||
| 7 W STATE ST SUITE 208 | SHARON | PA | 16146 | 455247666 | SUPPORT | PA | 501(C)(3) | LINE 7 | 0 | CHBLT | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATWOOD COMMONS CONDOMINIUM ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE ST SUITE 208 | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251678608 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN H BUHL LEGACY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $1,513,418 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |