ROCHESTER REGIONAL HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER REGIONAL HEALTH FOUNDATION (EIN 22-2229425)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349300306
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:54:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222229425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER REGIONAL HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5859221595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 KINGS HIGHWAY SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14617 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R CRILLY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5859221595 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHELSEY WYANT | PreparerPersonNm |
| PTIN | P01336644 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR RICHARD DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 KINGS HIGHWAY S | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,728,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROCHESTERREGIONAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO CONDUCT ACTIVITIES THAT RAISE FUNDS AND TO INVEST SUCH FUNDS FOR THE BENEFIT OF ROCHESTER REGIONAL HEALTH AND ITS AFFILIATED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,424,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,301,023 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,035,705 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,467,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $401,537 | PYOtherRevenueAmt |
| CY Other Revenue | $96,404 | CYOtherRevenueAmt |
| PY Total Revenue | $7,861,311 | PYTotalRevenueAmt |
| CY Total Revenue | $33,864,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,684,112 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,640,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,930,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,974,154 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,257,872 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,417,690 | PYOtherExpensesAmt |
| CY Other Expenses | $5,659,002 | CYOtherExpensesAmt |
| PY Total Expenses | $15,032,632 | PYTotalExpensesAmt |
| CY Total Expenses | $14,273,409 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,171,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,591,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,258,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,965,491 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,546,886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,701,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,712,080 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,263,944 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE FUNDS TO OR FOR THE BENEFIT OF ROCHESTER REGIONAL HEALTH AND AFFILIATES BY:A) SOLICITING, ACCEPTING, HOLDING, INVESTING, REINVESTING AND ADMINISTERING ANY GIFTS, BEQUESTS, DEVISES, BENEFITS OF TRUSTS AND PROPERY OF ANY SORT, WITHOUT LIMITATION AS TO AMOUNT OR VALUE;B) USING, DISBURSING OR DONATING THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR THE FOREGOING PURPOSES; ANDC) PERFORMING ANY OTHER ACT OR THING INCIDENTAL TO OR CONNECTED WITH THE FOREGOING PURPOSES OR IN ADVANCEMENT THEREOF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,821,557 | ExpenseAmt |
| Grant | $5,640,253 | GrantAmt |
| Revenue | $3,601,092 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $9,821,557 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD GLASTONBURY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5859221595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 KINGS HIGHWAY SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BOB WOODHOUSE | ||||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CARL J LUGER | ||||||||||
| TREASURER/SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHARLES HANK STUART | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL DEMEYERS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE LACHNICHT | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER MULLEN | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $133,477 | $0 | ||||
| CLAIR J BRITT | ||||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA CHRISTY MD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIELLE HOWARD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID GERMANO | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DON TWIETMEYER ESQ CPA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RICHARD MACHEMER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH PATTON PHD | ||||||||||
| CHAIR OF THE BOARD | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACOB HALE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES VAZZANA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAN PLUMB | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JESSICA PATNODE RN | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $166,577 | $3,619 | ||||
| JOYCE HAAG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDITH WATT | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE SCHUMACHER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREN WHITING | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEON T SAWYKO ESQ | ||||||||||
| CHAIR OF THE BOARD | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEWIS ZULICK MD | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $334,577 | $99,886 | ||||
| LOIS IRWIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE EPSTEIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICHOLAS LOFFREDO DO | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $778,249 | $7,497 | ||||
| PATRICIA WEHLE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAHUL KOHLI | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RASHONDRA MARTIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD DAVIS PHD | ||||||||||
| CEO | 1.00 | 54.00 | Yes (X) | Yes (X) | $71,822 | $3,878,411 | $62,775 | |||
| SHELBY VANDERBROOK | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SLAV JANKULOSKI | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN VANACKER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TAD MACK | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS RILEY | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM MALINS MD | ||||||||||
| MEDICAL LIAISON | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $722,203 | $47,447 | |||
| TRACY FORD | ||||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM YOUNG | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES WHIPPLE | ||||||||||
| GENERAL COUNSEL | 0.00 | 55.00 | Yes (X) | $0 | $577,395 | $6,011 | ||||
| CHRISTIAN CASINI | ||||||||||
| ASSISTANT SECRETARY | 0.00 | 55.00 | Yes (X) | $0 | $385,121 | $34,369 | ||||
| JENNIFER ESLINGER | ||||||||||
| COO | 0.00 | 55.00 | Yes (X) | $0 | $1,507,863 | $40,526 | ||||
| THOMAS CRILLY | ||||||||||
| CFO | 1.00 | 54.00 | Yes (X) | $29,664 | $1,601,845 | $84,625 | ||||
| KELLY GAGAN | ||||||||||
| PRESIDENT, FOUNDATIONS | 55.00 | 0.00 | $427,331 | $0 | $68,936 | Yes (X) | ||||
| BRENNA MANGANO HYNES | ||||||||||
| DIRECTOR, PROSPECT MANAGEMENT AND FOUNDATION SUPPO | 40.00 | 0.00 | $123,031 | $0 | $13,696 | Yes (X) | ||||
| EVAN ST GEORGE | ||||||||||
| ASSISTANT VP, DEVELOPMENT | 40.00 | 0.00 | $140,749 | $0 | $5,194 | Yes (X) | ||||
| JARED LONGMORE | ||||||||||
| ASSISTANT VP, ADVANCEMENT | 40.00 | 0.00 | $155,676 | $0 | $2,541 | Yes (X) | ||||
| KATHRYN TURRI | ||||||||||
| ASSISTANT VP, DONOR ENGAGEMENT | 40.00 | 0.00 | $146,658 | $0 | $20,586 | Yes (X) | ||||
| SALLY HAIGH | ||||||||||
| SENIOR DEVELOPMENT OFFICER | 40.00 | 0.00 | $112,540 | $0 | $10,471 | Yes (X) | ||||
| HUGH THOMAS | ||||||||||
| FORMER CAO | 0.00 | 0.00 | $0 | $1,082,559 | $0 | Yes (X) | ||||
| KELLY MCCORMICK-SULLIVAN | ||||||||||
| FORMER PRESIDENT, FOUNDATIONS | 0.00 | 0.00 | $117,515 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,324,986 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,168,277 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $508,179 | 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 |
| Fundraising | $593,236 | FundraisingAmt |
| Related Organizations | $3,319,195 | RelatedOrganizationsAmt |
| All Other Contributions | $26,388,592 | AllOtherContributionsAmt |
| Total Contributions | $30,301,023 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,808,567 | TotalRevenueColumnAmt |
| Exclusion | $1,808,567 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,966,709 | SecuritiesAmt |
| Other | $325,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,333,123 | SecuritiesAmt |
| Other | $300,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,633,586 | SecuritiesAmt |
| Other | $25,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,658,586 | TotalRevenueColumnAmt |
| Exclusion | $1,658,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,469 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $593,236 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $230,962 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$185,493 | TotalRevenueColumnAmt |
| Exclusion | -$185,493 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $173,737 | $173,737 |
| RENTAL REIMBURSEMENT | 900099 | $108,160 | $108,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $281,897 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,864,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,563,557 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,640,253 | TotalAmt |
| Program Services | $5,640,253 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,637 | TotalAmt |
| Management And General | $645,637 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,309 | TotalAmt |
| Management And General | $1,075,007 | ManagementAndGeneralAmt |
| Fundraising | $722,302 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,621 | TotalAmt |
| Management And General | $126,382 | ManagementAndGeneralAmt |
| Fundraising | $63,239 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,682 | TotalAmt |
| Management And General | $111,094 | ManagementAndGeneralAmt |
| Fundraising | $55,588 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,905 | TotalAmt |
| Management And General | $116,574 | ManagementAndGeneralAmt |
| Fundraising | $58,331 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,750 | TotalAmt |
| Management And General | $33,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,121 | TotalAmt |
| Management And General | $305,682 | ManagementAndGeneralAmt |
| Fundraising | $23,439 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,139 | TotalAmt |
| Management And General | $1,987 | ManagementAndGeneralAmt |
| Fundraising | $152 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,392 | TotalAmt |
| Management And General | $100,344 | ManagementAndGeneralAmt |
| Fundraising | $71,048 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,212 | TotalAmt |
| Management And General | $252,212 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,760 | TotalAmt |
| Management And General | $20,937 | ManagementAndGeneralAmt |
| Fundraising | $14,823 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,848 | TotalAmt |
| Management And General | $43,848 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,293 | TotalAmt |
| Management And General | $4,293 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNCOLLECTIBLE PLEDGES | $4,181,004 | $4,181,004 | ||
| DONOR RECOGNITION & STE | $361,359 | $211,563 | $149,796 | |
| SHARED SERVICES | $82,402 | $48,243 | $34,159 | |
| TAXES AND ASSESSMENTS | $4,933 | $4,933 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,789 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $91,494 | ManagementAndGeneralAmt |
| Fundraising | $64,995 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,273,409 | TotalAmt |
| Program Services | $9,821,557 | ProgramServicesAmt |
| Management And General | $3,193,980 | ManagementAndGeneralAmt |
| Fundraising | $1,257,872 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,641 | BOYAmt |
| EOY | $1,419,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,175 | BOYAmt |
| EOY | $4,093,655 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,096,521 | BOYAmt |
| EOY | $20,917,094 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,647 | BOYAmt |
| EOY | $81,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,424,474 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,105,056 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,267 | BOYAmt |
| EOY | $319,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,277,194 | BOYAmt |
| EOY | $10,517,249 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,291,824 | BOYAmt |
| EOY | $57,424,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,697 | BOYAmt |
| EOY | $2,193,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,258,966 | BOYAmt |
| EOY | $96,965,491 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,028 | BOYAmt |
| EOY | $531,284 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,976,358 | BOYAmt |
| EOY | $3,170,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,546,886 | BOYAmt |
| EOY | $3,701,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,017,947 | BOYAmt |
| EOY | $37,577,913 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,694,133 | BOYAmt |
| EOY | $55,686,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,712,080 | BOYAmt |
| EOY | $93,263,944 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,258,966 | BOYAmt |
| EOY | $96,965,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,591,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,293,108 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$332,415 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ROCHESTER GENERAL HOSPITAL | ||||
| 160743134 | 3 | Yes (1) | $4,376,407 | $0 |
| GRHS FOUNDATION INC | ||||
| 223378111 | 10 | Yes (1) | $0 | $0 |
| GENESEE REGION HOMECARE ASSOCIATION INC DBA LIFETIME CARE | ||||
| 160844109 | 10 | Yes (1) | $0 | $0 |
| ROCHESTER GENERAL LONG TERM CARE INC DBA HILL HAVEN NURSING HOME | ||||
| 223187140 | 10 | Yes (1) | $0 | $0 |
| THE UNITY HOSPITAL OF ROCHESTER | ||||
| 237221763 | 3 | Yes (1) | $1,063,818 | $0 |
| ROCHESTER MENTAL HEALTH CENTER | ||||
| 166069131 | 10 | Yes (1) | $0 | $0 |
| INDEPENDENT LIVING FOR SENIORS | ||||
| 161491059 | 10 | Yes (1) | $0 | $0 |
| PRCD INC | ||||
| 161311581 | 7 | Yes (1) | $0 | $0 |
| PARK RIDGE NURSING HOME INC | ||||
| 160978184 | 10 | Yes (1) | $0 | $0 |
| NORTH PARK NURSING HOME INC | ||||
| 223159644 | 10 | Yes (1) | $1,787 | $0 |
| PARK RIDGE CHILD CARE CENTER INC | ||||
| 222918126 | 10 | Yes (1) | $0 | $0 |
| CLIFTON SPRINGS SANITARIUM CO | ||||
| 160743966 | 3 | Yes (1) | $0 | $0 |
| WESTERN NEW YORK MEDICAL PRACTICE PC | ||||
| 611654232 | 3 | Yes (1) | $18,840 | $0 |
| UNITED MEMORIAL MEDICAL CENTER | ||||
| 160743029 | 3 | Yes (1) | $178,171 | $0 |
| NEWARK WAYNE COMMUNITY HOSPITAL | ||||
| 150584188 | 3 | Yes (1) | $1,230 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,640,253 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 5A: | FormAndLineReferenceDesc |
| Explanation | IN 2024, NEWARK WAYNE COMMUNITY HOSPITAL (15-0584188) HAS BEEN ADDED AS A SUPPORTED ORGANIZATION. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,425,232 | BeginningYearBalanceAmt |
| Contributions | $103,275 | ContributionsAmt |
| Investment Earnings Or Losses | -$513,016 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$557,055 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,572,548 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,163,291 | BeginningYearBalanceAmt |
| Contributions | $484,662 | ContributionsAmt |
| Investment Earnings Or Losses | $1,989,186 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$211,907 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,425,232 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,490,914 | BeginningYearBalanceAmt |
| Contributions | $20,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,815,265 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$532,958 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,163,291 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,856,352 | BeginningYearBalanceAmt |
| Contributions | $294,112 | ContributionsAmt |
| Investment Earnings Or Losses | $2,599,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$258,746 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,490,914 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,580,206 | BeginningYearBalanceAmt |
| Contributions | $141,049 | ContributionsAmt |
| Investment Earnings Or Losses | $2,426,956 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$291,859 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,856,352 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.68180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,101 | OtherCostOrOtherBasisAmt |
| Book Value | $186,101 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $805,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,971 | DepreciationAmt |
| Book Value | $90,141 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,155 | DepreciationAmt |
| Book Value | $700 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $396,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $354,438 | DepreciationAmt |
| Book Value | $42,155 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,492 | DepreciationAmt |
| Book Value | $321 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $319,418 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIP | $51,938,985 | F |
| COMMON COLLECTIVE TRUSTS | $5,485,072 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,424,057 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $1,658,339 |
| CHARITABLE GIFTS ANNUITY LIABILITY | $904,408 |
| ACCRUED PENSION LIABILITY | $100,809 |
| OTHER LIABILITES - REGIONAL HEALTH REACH | $506,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,170,263 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDE: 1) CAPITAL EXPANSION AND IMPROVEMENT 2) ADVANCEMENT OF MEDICAL EDUCATION AND RESEARCH AND HEALTH CARE SERVICES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $257,355 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $217,366 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,989 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $41,505 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $381,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $375,870 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,480 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $189,457 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $638,705 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $593,236 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,469 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $230,962 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $230,962 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$185,493 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE UNITY HOSPITAL OF ROCHESTER | ||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 237221763 | 501(C)(3) | $1,063,818 | $0 | PROJECT FUNDING |
| ROCHESTER GENERAL HOSPITAL | ||||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | 160743134 | 501(C)(3) | $4,376,407 | $0 | PROJECT FUNDING |
| WESTERN NEW YORK MEDICAL PRACTICE PC | ||||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | 611654232 | 501(C)(3) | $18,840 | $0 | PROJECT FUNDING |
| UNITED MEMORIAL MEDICAL CENTER | ||||||||
| 127 NORTH STREET | BATAVIA | NY | 14020 | 160743029 | 501(C)(3) | $178,171 | $0 | PROJECT FUNDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | CHECK REQUESTS AND PURCHASE ORDERS ARE REVIEWED FOR APPROPRIATE AUTHORIZATION AND USE OF FUNDS PRIOR TO ISSUANCE OF PAYMENT. |
| SCHEDULE I, PART II: | ALL CONTRIBUTIONS ARE GIVEN SOLELY TO RELATED EXEMPT ORGANIZATIONS. |
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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD DAVIS PHD | ||||||||||||||
| CEO | $32,777 | $1,769,984 | $39,045 | $2,108,427 | $0 | $0 | $973 | $52,521 | $169 | $9,112 | $72,964 | $3,940,044 | $0 | $0 |
| THOMAS CRILLY | ||||||||||||||
| CFO | $14,425 | $778,970 | $15,208 | $821,211 | $31 | $1,664 | $1,367 | $73,811 | $172 | $9,275 | $31,203 | $1,684,931 | $0 | $0 |
| JENNIFER ESLINGER | ||||||||||||||
| COO | $0 | $813,828 | $0 | $694,035 | $0 | $0 | $0 | $28,987 | $0 | $11,539 | $0 | $1,548,389 | $0 | $0 |
| HUGH THOMAS | ||||||||||||||
| FORMER CAO | $0 | $0 | $0 | $0 | $0 | $1,082,559 | $0 | $0 | $0 | $0 | $0 | $1,082,559 | $0 | $0 |
| NICHOLAS LOFFREDO DO | ||||||||||||||
| DIRECTOR | $0 | $689,770 | $0 | $88,479 | $0 | $0 | $0 | $0 | $0 | $7,497 | $0 | $785,746 | $0 | $0 |
| TIM MALINS MD | ||||||||||||||
| MEDICAL LIAISON | $0 | $462,203 | $0 | $260,000 | $0 | $0 | $0 | $37,232 | $0 | $10,215 | $0 | $769,650 | $0 | $0 |
| CHARLES WHIPPLE | ||||||||||||||
| GENERAL COUNSEL | $0 | $427,395 | $0 | $150,000 | $0 | $0 | $0 | $0 | $0 | $6,011 | $0 | $583,406 | $0 | $0 |
| KELLY GAGAN | ||||||||||||||
| PRESIDENT, FOUNDATIONS | $373,642 | $0 | $53,689 | $0 | $0 | $0 | $68,857 | $0 | $79 | $0 | $496,267 | $0 | $0 | $0 |
| LEWIS ZULICK MD | ||||||||||||||
| DIRECTOR | $0 | $293,436 | $0 | $41,141 | $0 | $0 | $0 | $90,322 | $0 | $9,564 | $0 | $434,463 | $0 | $0 |
| CHRISTIAN CASINI | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $341,091 | $0 | $44,030 | $0 | $0 | $0 | $30,105 | $0 | $4,264 | $0 | $419,490 | $0 | $0 |
| JESSICA PATNODE RN | ||||||||||||||
| DIRECTOR | $0 | $146,375 | $0 | $20,202 | $0 | $0 | $0 | $0 | $0 | $3,619 | $0 | $170,196 | $0 | $0 |
| KATHRYN TURRI | ||||||||||||||
| ASSISTANT VP, DONOR ENGAGEMENT | $133,339 | $0 | $13,319 | $0 | $0 | $0 | $10,371 | $0 | $10,215 | $0 | $167,244 | $0 | $0 | $0 |
| JARED LONGMORE | ||||||||||||||
| ASSISTANT VP, ADVANCEMENT | $155,676 | $0 | $0 | $0 | $0 | $0 | $169 | $0 | $2,372 | $0 | $158,217 | $0 | $0 | $0 |
| KELLY MCCORMICK-SULLIVAN | ||||||||||||||
| FORMER PRESIDENT, FOUNDATIONS | $0 | $0 | $0 | $0 | $117,515 | $0 | $0 | $0 | $0 | $0 | $117,515 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS IS ESTABLISHED USING THE FOLLOWING: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEYS AND STUDIES - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ON AN ANNUAL BASIS, THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE SALARIES FOR ALL EXECUTIVES TO ENSURE SUCH SALARIES ARE CONSISTENT WITH MARKET SALARIES PAID TO SIMILARLY SITUATED EXECUTIVES. IN ADDITION, A COMPENSATION COMMITTEE REVIEWS THIS INFORMATION ANNUALLY AND IT IS THEN APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. FINALLY, EXECUTIVES RECEIVE A WRITTEN LETTER OUTLINING THE SPECIFICS OF THE COMPENSATION AGREEMENT AND THEIR EXPECTED PERFORMANCE. |
| PART I, LINES 4A-B | COMPENSATION TO THE FORMER CHIEF ADMINISTRATIVE OFFICER INCLUDES PAYMENTS AGREED TO UPON SEPARATION FROM THE ORGANIZATION. SEVERANCE PAYMENTS CONTINUE TO BE MADE THROUGH EARLY 2025. THESE PAYMENTS HAVE NOT BEEN ACCRUED OR REPORTED AS OF DECEMBER 31, 2024. SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS PROVIDE BENEFITS TO CERTAIN KEY EXECUTIVE EMPLOYEES OF ROCHESTER REGIONAL HEALTH. THE ORGANIZATION MAINTAINS A SECTION 457(F) PLAN WHICH WOULD BE CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN 2024. |
| PART II, COLUMN C: | RETIREMENT AND OTHER DEFERRED COMPENSATION - THIS COLUMN IS REFLECTIVE OF THE ACTUARIAL CHANGE IN DEFINED BENEFIT PENSION PLAN AND POST-RETIREMENT BENEFITS FOR THE TAX YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS | THE ROCHESTER REGIONAL HEALTH FOUNDATION CONDUCTS A BROAD RANGE OF FUND RAISING EFFORTS TO DRIVE ANNUAL GIVING, SPECIAL EVENT SUPPORT, MAJOR GIFTS AND PLANNED GIFTS. IN 2024, THE FOUNDATION CONDUCTED MULTIPLE SPECIAL EVENTS. EACH EVENT WAS DESIGNED WITH THE PURPOSE OF RAISING MONEY, THANKING DONORS OR CULTIVATING NEW MAJOR DONORS. THE RALPH P. DESTEPHANO MEMORIAL GOLF CLASSIC WAS ATTENDED BY APPROXIMATELY 188 PEOPLE AND RAISED OVER $253,000. THE GALA WAS ATTENDED BY 389 PEOPLE AND RAISED OVER $838,000. THESE EVENTS WERE OPPORTUNITIES TO THANK DONORS FOR THEIR SUPPORT OF RRH AND TO ENGAGE PROSPECTIVE MAJOR DONORS TO MAKE FUTURE GIFTS TO THE CAPITAL CAMPAIGN. THE BUILDING OUR FUTURE TOGETHER EVENT THANKED PAST FRIENDS AND DONORS FOR THEIR GENERAL SUPPORT WHILE ALSO ENLIGHTENING THEM ON THE FUTURE NEEDS OF THE SYSTEM AND NEW WAYS TO LEND PHILANTHROPIC SUPPORT. RRH LEADERS AND PROMINENT COMMUNITY SUPPORTERS SHARED NEEDS AND ASPIRATIONS FOR RRH AND THE REGION AT LARGE. |
| FORM 990, PART VI, SECTION A, LINE 1A | EACH BOARD HAS AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD PLUS THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION AND SUCH OTHER DIRECTORS AS THE CHAIR MAY NOMINATE FROM TIME TO TIME FOR APPOINTMENT BY A MAJORITY VOTE OF THE ENTIRE BOARD. BETWEEN MEETINGS OF THE BOARD, AND TO THE EXTENT PERMITTED BY LAW, THE EXECUTIVE COMMITTEE SHALL POSSESS THE POWERS OF THE BOARD WITH RESPECT TO MANAGING AND CONDUCTING THE AFFAIRS OF THE CORPORATION, EXCEPT AS OTHERWISE PROVIDED BY LAW OR WITHIN CERTAIN BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP (NOT A STOCK) CORPORATION UNDER NEW YORK STATE LAW. THE ORGANIZATION'S SOLE CORPORATE MEMBER IS ROCHESTER REGIONAL HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ROCHESTER REGIONAL HEALTH, AS THE SOLE CORPORATE MEMBER, ALSO HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY, INCLUDING AMENDMENT OF BYLAWS AND CHARTERS, REMOVAL OF MEMBERS OF THE GOVERNING BODY, AND THE DECISION TO DISSOLVE THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, A COPY OF THE FORM 990 IS PROVIDED TO, AND REVIEWED WITH, ALL MEMBERS OF THE AUDIT AND COMPLIANCE COMMITTEE. THIS REVIEW IS PERFORMED IN CONSULTATION WITH THE ORGANIZATION'S TAX ADVISORS, AND IS BASED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT INFORMATION FOR THE APPROPRIATE TIME PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON EMPLOYMENT, ALL EMPLOYEES RECEIVE THE ETHICAL STANDARD OF CONDUCT BOOKLET FOR WHICH THEY SIGN A RECEIPT OF ACKNOWLEDGEMENT. CONFLICT OF INTEREST EDUCATION IS CONDUCTED ANNUALLY FOR ALL EMPLOYEES. CONFLICT OF INTEREST IS DEFINED, AS IS MANAGEMENT OF A CONFLICT OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE AND SEEK RESOLUTION TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BEFORE TAKING A POTENTIALLY IMPROPER ACTION. ANNUALLY, EACH KEY EMPLOYEE, DIRECTOR AND OFFICER OF THE ORGANIZATION IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, PROVIDING MANAGEMENT WITH SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THAT MANAGEMENT CAN: (1) DETERMINE WHETHER ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, AND (2) MONITOR WORK ASSIGNMENTS TO AVOID PLACING THE KEY EMPLOYEE OR OFFICER IN A POSITION WHERE THERE MAY BE A QUESTION AS TO HIS/HER OBJECTIVITY AS WELL AS TO AVOID ANY APPEARANCE OF IMPROPRIETY. THROUGHOUT THE YEAR, KEY EMPLOYEES, OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE ALSO REQUIRED TO NOTIFY MANAGEMENT PROMPTLY IF ANY CHANGE TO THEIR DISCLOSURES OCCURS. IN ADDITION, EACH MEMBER OF THE BOARD OF DIRECTORS MUST ALSO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, WHICH MUST BE SUBMITTED TO THE GENERAL COUNSEL. BOARD MEMBERS LEAVE THE ROOM DURING DISCUSSIONS AND ABSTAIN FROM VOTING WHEN THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S OFFICER AND KEY EMPLOYEE COMPENSATION ARRANGEMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. INFORMATION REVIEWED FOR THE OFFICER/KEY EMPLOYEE INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX-EXEMPT ORGANIZATIONS IN THE WESTERN/CENTRAL NY COMMUNITY AS WELL AS COMPENSATION FOR THESE POSITIONS (AS DISCLOSED ON FORM 990) WITH OTHER ORGANIZATIONS IN THE HEALTHCARE INDUSTRY THAT ARE OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE COMPENSATION COMMITTEE IS DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE AFFILIATED HEALTH SYSTEM AT 100 KINGS HIGHWAY SOUTH, ROCHESTER, NY 14617. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. |
| FORM 990, PART VII, SECTION A, COLUMN (F): | ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS - THIS COLUMN IS REFLECTIVE OF (1) THE ACTUARIAL CHANGE IN DEFINED BENEFIT PENSION PLAN AND POST-RETIREMENT BENEFITS FOR THE TAX YEAR AND (2) NON-TAXABLE BENEFITS. |
| FORM 990, PART XI, LINE 9: | PENSION ADJUSTMENT 203,832. CHANGE IN MARKET VALUE OF CHARITABLE REMAINDER TRUSTS -4,976. CHANGE IN GIFT ANNUITY RESERVE -102,406. REGIONAL HEALTH REACH TRANSFER -506,707. OTHER ADJUSTMENTS 77,842. |
| FORM 990, PART XII, LINE 2C: | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRCD INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 161311581 | SUBSTANCE ABUSE TREATMENT & REHAB. | NY | 501(C)(3) | LINE 7 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| MASSENA HOSPITAL INC | |||||||||||
| 1 HOSPITAL DRIVE | MASSENA | NY | 13662 | 843134268 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ST LAWRENCE HEALTH SYSTEM INC | Yes (1) | |
| NEWARK WAYNE COMMUNITY HOSPITAL | |||||||||||
| DRIVING PARK AVENUE | NEWARK | NY | 14513 | 150584188 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| THE ROCHESTER GENERAL HOSPITAL | |||||||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 160743134 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| CLIFTON SPRINGS HOSPITAL AND CLINIC | |||||||||||
| 2 COULTER ROAD | CLIFTON SPRINGS | NY | 14432 | 160743966 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| THE UNITY HOSPITAL OF ROCHESTER | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 237221763 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| CANTON-POTSDAM HOSPITAL | |||||||||||
| 50 LEROY STREET | POTSDAM | NY | 13676 | 161012691 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ST LAWRENCE HEALTH SYSTEM INC | Yes (1) | |
| GOVEURNEUR HOSPITAL | |||||||||||
| 77 WEST BARNEY STREET | GOUVERNEUR | NY | 13642 | 464249555 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ST LAWRENCE HEALTH SYSTEM INC | Yes (1) | |
| UNITED MEMORIAL MEDICAL CENTER | |||||||||||
| 127 NORTH STREET | BATAVIA | NY | 14020 | 160743029 | HOSPITAL | NY | 501(C)(3) | LINE 3 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ROCHESTER GENERAL COLLEGE OF HEALTH CAREERS | |||||||||||
| 470 SKYVIEW CENTRE PKWY | ROCHESTER | NY | 14622 | 862935462 | EDUCATION | NY | 501(C)(3) | LINE 2 | THE ROCHESTER GENERAL HOSPITAL | Yes (1) | |
| VIA HEALTH HOMECARE II | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 161538727 | HOME HEALTH | NY | 501(C)(3) | PF | CCN | Yes (1) | |
| VIA HEALTH HOME CARE I | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 161504370 | HOME HEALTH | NY | 501(C)(3) | PF | CCN | Yes (1) | |
| UNITY HOUSING DEVELOPMENT FUND CORP | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 300068596 | RECEIPT AND DISBURSEMENTS OF SUBSIDIES | NY | 501(C)(3) | PF | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| CLIFTON SPRINGS HOSPITAL & CLINIC FOUNDATION | |||||||||||
| 2 COULTER ROAD | CLIFTON SPRINGS | NY | 14432 | 161560033 | FUNDRAISING | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ROCHESTER GENERAL HEALTH SYSTEM | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 222551509 | SYSTEM SUPPORT | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| RGHS WORKERS' COMPENSATION TRUST | |||||||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 166429300 | SEE PART VII | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| UNITED MEMORIAL MEDICAL CENTER FOUNDATION | |||||||||||
| 127 NORTH STREET | BATAVIA | NY | 14020 | 222611543 | FUNDRAISING | NY | 501(C)(3) | LINE 12B, II | UNITED MEMORIAL MEDICAL CENTER | Yes (1) | |
| UNITY HEALTH SYSTEM INC | |||||||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | 222572873 | SYSTEM SUPPORT | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ROCHESTER REGIONAL HEALTH | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 471234999 | SYSTEM PARENT | NY | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| GRHS FOUNDATION | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 223378111 | R/E INV MGMT | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| CONTINUING CARE NETWORK INC (CCN) | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 222963016 | SUPPORT RGH | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| NEWARK WAYNE COMMUNITY HOSPITAL FOUNDATION | |||||||||||
| DRIVING PARK AVENUE | NEWARK | NY | 14513 | 222963015 | FUNDRAISING | NY | 501(C)(3) | LINE 12B, II | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ST LAWRENCE HEALTH SYSTEM INC | |||||||||||
| 50 LEROY STREET | POTSDAM | NY | 13676 | 464259168 | SYSTEM SUPPORT | NY | 501(C)(3) | LINE 12A, I | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| UNITY AGING SERVICES INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 841684195 | MANAGEMENT AND DEVELOPMENT CO | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ROCHESTER GENERAL LONG TERM CARE | |||||||||||
| 1550 EMPIRE BLVD | WEBSTER | NY | 14580 | 223187140 | NH & REHAB | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| GENESEE REGION HOME CARE ASSOCIATION | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 160844109 | HOME HEALTH | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| GENESEE REGION HOME CARE ASSOCIATION OF ONTARIO COUNTY INC | |||||||||||
| 100 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 223257719 | HOME HEALTH | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| ROCHESTER GENERAL HUDSON HOUSING | |||||||||||
| 2066 HUDSON AVENUE | ROCHESTER | NY | 14621 | 223210351 | LOW INC HOUSING | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| INDEPENDENT LIVING FOR SENIORS | |||||||||||
| 2066 HUDSON AVENUE | ROCHESTER | NY | 14617 | 161491059 | ADULT DAY HC | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| PARKWAY COMMONS HOUSING DEVELOPMENT | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 223130818 | LOW INCOME HOUSING FOR ELDERLY/HANDICAPPED | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| PARK RIDGE HOUSING DEVELOPMENT FUND | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 222608311 | LOW INCOME HOUSING PROJECT FOR ELDERLY | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| PARK RIDGE NURSING HOME INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 160978184 | LONG TERM CARE FACILITY | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| PARK RIDGE CHILD CARE CENTER INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 222918126 | CHILD DAY CARE SERVICES | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| PARMA HOUSING DEVELOPMENT FUND CORP | |||||||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | 810671685 | LOW INCOME HOUSING FOR ELDERLY/HANDICAPPED | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| BEHAVIORAL HEALTH NETWORK INC | |||||||||||
| 490 EAST RIDGE ROAD | ROCHESTER | NY | 14621 | 166069131 | MENTAL HEALTH | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| CANTON-POTSDAM MEDICAL PRACTICE PLLC | |||||||||||
| 50 LEROY STREET | POTSDAM | NY | 13676 | 460714367 | OUT PATIENT CLINIC | NY | 501(C)(3) | LINE 10 | ST LAWRENCE HEALTH SYSTEM INC | Yes (1) | |
| NORTH PARK NURSING HOME INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 223159644 | LONG TERM CARE FACILITY | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| UNITY AMBULATORY SURGERY CENTER INC | |||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 383871383 | OUTPATIENT SURGERY | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
| WESTERN NEW YORK MEDICAL PRACTICE PC | |||||||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 611654232 | PHYS PRAC | NY | 501(C)(3) | LINE 10 | ROCHESTER REGIONAL HEALTH | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NW ASSOCIATES LP | ||||||||||||
| PO BOX 111 DRIVING PARK AVENUE | NEWARK | NY | 14513 | 141674119 | R/E LEASING | NY | NWCH | RELATED | 0 | 0 | 0.73610 | |
| PARMA SENIOR HOUSING | ||||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 432082116 | HILTON PROJ | NY | 0 | 0 | N/A | |||
| UNITY SENIOR HOUSING | ||||||||||||
| 1555 LONG POND RD | ROCHESTER | NY | 14626 | 061709927 | MOORE PK | NY | 0 | 0 | N/A | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 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 | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACM MEDICAL LABORATORY INC | |||||||||||||||
| 160 ELMGROVE PARK | ROCHESTER | NY | 14624 | 161059691 | CLINICAL LAB | NY | PRH INC | C | 0 | ||||||
| GRACO RISK RETENTION GROUP INC | |||||||||||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 710933967 | INSURANCE | SC | RGH | C | 0 | 1.00000 | |||||
| GREATER ROCHESTER ASSURANCE COMPANY LTD | |||||||||||||||
| INSURANCE | C | 0 | 1.00000 | GEORGE TOWN | GRAND CAYMAN | CJ | CJ | N/A | |||||||
| GREATER ROCHESTER INDEPENDENT PRACTICE ASSOCIATION INC | |||||||||||||||
| 100 KINGS HWY S SUITE 2500 | ROCHESTER | NY | 14617 | 161507171 | INDEPENDENT PRACTICE ASSOCIATION | NY | ROCHESTER REGIONAL HEALTH | C | 0 | 1.00000 | |||||
| NWA INC | |||||||||||||||
| DRIVING PARK AVENUE | NEWARK | NY | 14513 | 141667339 | R/E LEASING | NY | NWCH | C | 0 | 1.00000 | |||||
| PARMA SENIOR HOUSING LLC | |||||||||||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | 810671687 | SENIOR HOUSING | NY | ROCHESTER REGIONAL HEALTH | C | 0 | ||||||
| PRH INC | |||||||||||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | 161329632 | MEDICAL LAB | NY | ROCHESTER REGIONAL HEALTH | C | 0 | ||||||
| ROCHESTER GENERAL HEALTH SYSTEM DIALYSIS INC | |||||||||||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 383912199 | DIALYSIS | NY | RGHS | C | 0 | 1.00000 | |||||
| UNITY HEALTH SYSTEM PURCHASING GROUP LLC | |||||||||||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | 222572873 | SENIOR HOUSING | NY | ROCHESTER REGIONAL HEALTH | C | 0 | ||||||
| UNITY SENIOR HOUSING CORP | |||||||||||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | 061709925 | SENIOR HOUSING | NY | ROCHESTER REGIONAL HEALTH | C | 0 | ||||||
| ENHANCED STAFFING SOLUTIONS LLC | |||||||||||||||
| 1360 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 931688088 | TEMPORARY STAFFING | NY | PRH INC | C | 0 | 1.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED MEMORIAL MEDICAL CENTER | ||
| B | $178,171 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| B | $4,376,407 | FMV |
| THE UNITY HOSPITAL OF ROCHESTER | ||
| B | $1,063,818 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| C | $3,319,195 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| K | $227,328 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| P | $211,536 | FMV |
| ROCHESTER REGIONAL HEALTH | ||
| P | $778,304 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | RELATED TAX-EXEMPT ORGANIZATION - PRIMARY ACTIVITY: RGHS WORKERS' COMPENSATION TRUST SUPPORTS THE ROCHESTER GENERAL HOSPITAL, NEWARK WAYNE COMMUNITY HOSPITAL, ROCHESTER GENERAL LONG TERM CARE, INDEPENDENT LIVING FOR SENIORS, BEHAVIORAL HEALTH NETWORK, INC, CLIFTON SPRINGS HOSPITAL & CLINIC, THE UNITY HOSPITAL OF ROCHESTER, UNITED MEMORIAL MEDICAL CENTER, GENESEE REGION HOME CARE ASSOCIATION AND GENESEE REGION HOME CARE OF ONTARIO COUNTY. | ExplanationTxt |