ABINGTON MEMORIAL HOSPITAL FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ABINGTON MEMORIAL HOSPITAL FOUNDATION (EIN 23-2188052)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201531329349303218
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T13:58:06-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 South St Ste 200 | AddressLine1 |
| City | Morristown | City |
| State | NJ | State |
| ZIP Code | 079606497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232188052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABINGTON HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL B WALSH | InCareOfNm |
| Business Name Control | ABIN | BusinessNameControlTxt |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ABINGTON | City |
| State | PA | State |
| ZIP Code | 19001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WALSH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9738989494 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE M MERLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1 |
| City | ABINGTON | City |
| State | PA | State |
| ZIP Code | 19001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,041,767 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABINGTONHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 648 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,647,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,310,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,143,827 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,147,261 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,465 | PYOtherRevenueAmt |
| CY Other Revenue | $15,154 | CYOtherRevenueAmt |
| PY Total Revenue | $22,803,523 | PYTotalRevenueAmt |
| CY Total Revenue | $29,472,820 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $321,835 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $343,846 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $43,998 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $142,019 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,019 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $711,430 | PYOtherExpensesAmt |
| CY Other Expenses | $1,119,542 | CYOtherExpensesAmt |
| PY Total Expenses | $1,077,263 | PYTotalExpensesAmt |
| CY Total Expenses | $1,605,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,726,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,867,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $589,668,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $699,769,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,360,724 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,907,546 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $574,308,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $685,862,266 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,353,020 | ExpenseAmt |
| Grant | $343,846 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Total Program Service Expenses | $1,353,020 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B WALSH | PersonNm |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1 |
| City | ABINGTON | City |
| State | PA | State |
| ZIP Code | 19001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE ENTWISLE | ||||||
| CHAIRMAN - TRUSTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID ARCHIBALD ED D | ||||||
| VICE CHAIRMAN - TRUSTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REEVES MILLER | ||||||
| SECRETARY - TRUSTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA BINDER | ||||||
| TREASURER - TRUSTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA BROWN | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| KRISTA BUERGER | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| BUCKY CLARK ED D | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| EDITH R DIXON | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE T DOWNS III | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| BRUCE GOODMAN | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN J KELLY MD | ||||||
| TRUSTEE - CHIEF OF STAFF | 55.0 | Yes (X) | Yes (X) | $0 | $685,358 | $88,307 |
| H LEWIS KLEIN | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KRAUSS | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| LINDA MANFREDONIA ESQ | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE M MERLIS | ||||||
| TRUSTEE - PRESIDENT | 55.0 | Yes (X) | Yes (X) | $0 | $1,178,046 | $128,227 |
| NEAL PEARLSTINE ESQ | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK PENNEKAMP | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PETERMAN | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD PIZER | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MELVYN P RICHTER MD | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J RIETHMILLER JR | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| JEREMY A ROSENAU | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| HERBERT SACHS | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCULLY | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| STANLEY A SINGER | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SNYDER MD | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $1,440 | $0 | |
| TERRENCE WALTON | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN WATSON | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W WHITE | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| KEVIN M ZAKRZEWSKI DO | ||||||
| TRUSTEE - PHYSICIAN | 55.0 | Yes (X) | $0 | $543,325 | $39,430 | |
| ARNOLD ZASLOW | ||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN CRANE | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT M INFARINATO ESQ | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MARVIN MASHNER | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN OYLER ESQ | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| DUNCAN B PITCAIRN | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| REVEREND CHARLES QUANN | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| IVY E SILVER | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES STILL | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN TRESSIDER | ||||||
| TRUSTEE (7/1 - 2/21/14) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MERYLE TWERSKY | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN WALP | ||||||
| TRUSTEE (7/1 - 11/26/13) | 2.0 | Yes (X) | $0 | $0 | $0 | |
| MARGARET M MCGOLDRICK | ||||||
| EXECUTIVE VICE PRESIDENT/COO | 55.0 | Yes (X) | $0 | $960,476 | $165,145 | |
| MICHAEL B WALSH | ||||||
| ASST TREAS.; VP FINANCE/CFO | 55.0 | Yes (X) | $0 | $563,318 | $167,302 | |
| JILL G KYLE | ||||||
| VP; FUND DEVELOPMENT | 55.0 | Yes (X) | $0 | $349,324 | $39,887 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,281,287 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $628,298 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT | |||||
| 620 8TH AVENUE 50TH FLOOR | NEW YORK | NY | 10018 | INVESTMENT MGMT. | $262,049 |
| MERGANSER CAPITAL MANAGEMENT INC | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MGMT. | $206,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $617,156 | FundraisingAmt |
| All Other Contributions | $8,693,249 | AllOtherContributionsAmt |
| Noncash Contributions | $288,453 | NoncashContributionsAmt |
| Total Contributions | $9,310,405 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,503,152 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,503,152 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,644,109 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,644,109 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,644,109 | TotalRevenueColumnAmt |
| Exclusion | $4,644,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $567,097 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $617,156 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $567,097 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $17,004 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,850 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,154 | TotalRevenueColumnAmt |
| Exclusion | $15,154 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,472,820 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,162,415 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,310 | TotalAmt |
| Program Services | $284,310 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,536 | TotalAmt |
| Program Services | $59,536 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,019 | TotalAmt |
| Fundraising | $142,019 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,665 | TotalAmt |
| Program Services | $598,199 | ProgramServicesAmt |
| Management And General | $66,466 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,651 | TotalAmt |
| Program Services | $9,586 | ProgramServicesAmt |
| Management And General | $1,065 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,661 | TotalAmt |
| Program Services | $20,395 | ProgramServicesAmt |
| Management And General | $2,266 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $230,800 | $207,720 | $23,080 |
| PURCHASED SERVICES | $190,765 | $173,274 | $17,491 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,407 | TotalAmt |
| Program Services | $1,353,020 | ProgramServicesAmt |
| Management And General | $110,368 | ManagementAndGeneralAmt |
| Fundraising | $142,019 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,147 | BOYAmt |
| EOY | $552,442 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,569 | BOYAmt |
| EOY | $786,429 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,048,939 | BOYAmt |
| EOY | $5,197,673 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,513,620 | BOYAmt |
| EOY | $692,715,859 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,698 | BOYAmt |
| EOY | $517,409 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,668,973 | BOYAmt |
| EOY | $699,769,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,826 | BOYAmt |
| EOY | $185,890 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,281,898 | BOYAmt |
| EOY | $13,721,656 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,360,724 | BOYAmt |
| EOY | $13,907,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,353,770 | BOYAmt |
| EOY | $606,280,011 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,765,953 | BOYAmt |
| EOY | $50,053,892 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,188,526 | BOYAmt |
| EOY | $29,528,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,308,249 | BOYAmt |
| EOY | $685,862,266 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,668,973 | BOYAmt |
| EOY | $699,769,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,867,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,695,075 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,991,529 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,712,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,460,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,260,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,647,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,310,405 | CurrentTaxYearAmt |
| Total | $32,390,417 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,712,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,460,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,260,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,647,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,310,405 | CurrentTaxYearAmt |
| Total | $32,390,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $129,862 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,260,555 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,155,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,920,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,024,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,260,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,503,152 | CurrentTaxYearAmt |
| Total | $63,864,100 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,254,517 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,055,194 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33516 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59892 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,188,526 | BeginningYearBalanceAmt |
| Contributions | $1,339,837 | ContributionsAmt |
| End Year Balance | $29,528,363 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,079,642 | BeginningYearBalanceAmt |
| Contributions | $108,884 | ContributionsAmt |
| End Year Balance | $28,188,526 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,500,155 | BeginningYearBalanceAmt |
| Contributions | $8,579,487 | ContributionsAmt |
| End Year Balance | $28,079,642 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,286,265 | BeginningYearBalanceAmt |
| Contributions | $209,856 | ContributionsAmt |
| Investment Earnings Or Losses | $2,205,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $201,070 | OtherExpendituresAmt |
| End Year Balance | $19,500,155 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,361,833 | BeginningYearBalanceAmt |
| Contributions | $54,028 | ContributionsAmt |
| Investment Earnings Or Losses | $1,017,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,218 | OtherExpendituresAmt |
| End Year Balance | $17,286,265 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $5,500,713 | F |
| FIXED INCOME SECURITIES | $141,159,981 | F |
| UNREGISTER FIXED INCOME | $104,132,000 | F |
| MUTUAL FUNDS | $346,671,000 | F |
| UNREGISTER MUTUAL FUNDS | $87,520,000 | F |
| PERPETUAL TRUSTS | $7,732,165 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $692,715,859 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INCOME ANNUITY | $11,211,225 |
| DUE TO AMH | $2,510,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,721,656 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, QUESTION 4 | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. |
| SCHEDULE D, PART X | THE ORGANIZATION IS AN AFFILIATE WITHIN THE ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ABINGTON HEALTH ("AH") WAS FORMED IN 2009 AND IS THE PARENT OF THE SYSTEM. PRIOR TO ABINGTON HEALTH, THE ABINGTON MEMORIAL HOSPITAL FOUNDATION WAS THE PARENT OF THE SYSTEM. THE SYSTEM ISSUES CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THIS ORGANIZATION. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 (ASC 740) FOOTNOTE BELOW IS FROM THE SYSTEM'S FISCAL YEAR ENDED JUNE 30, 2008 CONSOLIDATED AUDITED FINANCIAL STATEMENTS: EFFECTIVE JULY 1, 2007, THE HOSPITAL ADOPTED FASB INTERPRETATION NO. 48 ("FIN 48"), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF SFAS NO. 109, ACCOUNTING FOR INCOME TAXES. THE ADOPTION DID NOT HAVE AN IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| SCHULTZ WILLIAMS | ||||||
| 325 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | CAMPAIGN PLAN | false | $44,631 |
| GOBEL GROUP | ||||||
| 2 STATE STREET 805 | ROCHESTER | NY | 14614 | PHILAN. CONSULTING | false | $78,380 |
| DAVID SANDERS COMMUNICATIONS | ||||||
| 124 FITZWATER STREET | PHILADELPHIA | PA | 19147 | CAMPAIGN PLAN | false | $12,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $135,491 | TotalRetainedByContractorsAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JF VILLGE FAIR | NameOfEvent1Amt |
| Gross Receipts Event1 | $348,084 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $131,193 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $216,891 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $128,805 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,808 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,111 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,167 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GALA | NameOfEvent2Amt |
| Gross Receipts Event2 | $316,575 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $225,340 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $91,235 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $62,685 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $20,950 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 16 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $519,594 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $260,623 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $258,971 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $7,293 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,600 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $71,495 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $8,732 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,850 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $167,001 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,184,253 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $617,156 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $567,097 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $7,293 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,600 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $262,985 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,540 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,561 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $226,118 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $567,097 | DirectExpenseSummaryEventsAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $17,004 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,850 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $17,004 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,850 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $1,850 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,154 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | ABINGTON HEALTH FINANCE PERSONNEL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1 |
| City | ABINGTON | City |
| State | PA | State |
| ZIP Code | 19001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ABINGTON HEALTH FINANCE PERSONNEL | GamingManagerPersonNm |
| Gaming Manager Services Prov | HANDLE DAY TO DAY OPERATIONS OF RAFFLE | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABINGTON MEMORIAL HOSPITAL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1 |
| City | ABINGTON | City |
| State | PA | State |
| ZIP Code | 19001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231352152 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $284,310 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 113 | RecipientCnt |
| Cash Grant | $59,536 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J KELLY MD | ||||||||||||||
| TRUSTEE - CHIEF OF STAFF | $0 | $508,423 | $0 | $145,685 | $0 | $31,250 | $0 | $75,254 | $0 | $13,053 | $0 | $773,665 | $0 | $0 |
| LAURENCE M MERLIS | ||||||||||||||
| TRUSTEE - PRESIDENT | $0 | $847,496 | $0 | $308,140 | $0 | $22,410 | $0 | $120,465 | $0 | $7,762 | $0 | $1,306,273 | $0 | $0 |
| KEVIN M ZAKRZEWSKI DO | ||||||||||||||
| TRUSTEE - PHYSICIAN | $0 | $525,597 | $0 | $228 | $0 | $17,500 | $0 | $13,000 | $0 | $26,430 | $0 | $582,755 | $0 | $0 |
| MARGARET M MCGOLDRICK | ||||||||||||||
| EXECUTIVE VICE PRESIDENT/COO | $0 | $466,066 | $0 | $139,248 | $0 | $355,162 | $0 | $148,535 | $0 | $16,610 | $0 | $1,125,621 | $0 | $327,462 |
| MICHAEL B WALSH | ||||||||||||||
| ASST TREAS.; VP FINANCE/CFO | $0 | $420,208 | $0 | $120,698 | $0 | $22,412 | $0 | $155,468 | $0 | $11,834 | $0 | $730,620 | $0 | $0 |
| JILL G KYLE | ||||||||||||||
| VP; FUND DEVELOPMENT | $0 | $226,078 | $0 | $62,949 | $0 | $60,297 | $0 | $30,690 | $0 | $9,197 | $0 | $389,211 | $0 | $16,504 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2013 FORMS W-2. |
| SCHEDULE J, PART 1; QUESTION 4B | THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE INDIVIDUAL HAS SATISFIED THE AGE AND YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $327,462 AND JILL G. KYLE, $16,504. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $62,254; LAURENCE M. MERLIS, $107,465; MARGARET M. MCGOLDRICK, $135,535; MICHAEL B. WALSH, $142,468 AND JILL G. KYLE, $19,261. |
| SCHEDULE J, PART I, QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2013 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II, COLUMN F | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $327,462 AND JILL G. KYLE, $16,504. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $268,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS | Desc |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,226 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I; QUESTION 32b | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III | ABINGTON HEALTH FOUNDATION ("AHF") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL ("AMH") AND LANSDALE HOSPITAL CORPORATION ("LHC"); RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. THE ORGANIZATION IS AN AFFILIATE WITHIN ABINGTON HEALTH ("AH"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION. MORE THAN 4,500 CARING AND LOYAL DONORS LAST YEAR SUPPORTED ABINGTON'S SERVICES TO ITS COMMUNITY. DONOR SUPPORT FOR ABINGTON HEALTH CONTINUES WITH THE COMMUNITY LEADERSHIP OF THE ABINGTON HEALTH FOUNDATION BOARD OF TRUSTEES, ITS OFFICERS AND MEMBERS. IN ADDITION, THE HOSPITALS' TRUSTEES AND TRUSTEE EMERITI VOLUNTARILY CONTRIBUTE TIME, EXPERTISE AND RESOURCES TO THE HEALTH SYSTEM. THEIR DEDICATED LOYALTY AND CONTRIBUTIONS HAVE ENABLED AMH AND LHC TO THRIVE WITH A REINVIGORATED COMMITMENT AS THE HEALTHCARE DELIVERY SYSTEM TRANSFORMS ITSELF TO CARE FOR OUR COMMUNITY. A STRATEGIC PHILANTHROPY COMMITTEE PLANS AND IMPLEMENTS NEW AND DEVELOPING STRATEGIES FOR THE IMPROVEMENT OF THE HEALTH STATUS OF THE COMMUNITY WE SERVE. MEDICAL STAFF OFFICERS FROM BOTH HOSPITALS AND AN OFFICE OF PHILANTHROPY OF EXPERIENCED PROFESSIONALS ROUND OUT THE COMPLEMENT OF THE AHF LEADERSHIP. CHARITABLE GIFTS AND DONOR SUPPORT ARE ESSENTIAL TO THE CONTINUING GROWTH OF MANY CENTERS OF EXCELLENCE, AND NEW PROGRAM AND SITE DEVELOPMENT FOR ABINGTON HEALTH. THESE INCLUDE ABINGTON'S NEUROSCIENCE'S INSTITUTE, HEART AND VASCULAR CENTER, THE EXPANSION OF THE ORTHOPAEDIC AND SPINE INSTITUTE, ROSENFELD CANCER CENTER, WOMEN AND CHILDREN'S SERVICES MEDICAL AND SURGICAL PROGRAMS, DIXON SCHOOL OF NURSING, HOME CARE/HOSPICE AND COMMUNITY OUTREACH PROGRAMS. BACK IN THE EARLY 1900S THE RURAL TOWN OF ABINGTON FACED A PRESSING NEED FOR AN EXCELLENT HOSPITAL LOCATED IN THE COMMUNITY. PHILANTHROPIC VISIONARY GEORGE W. ELKINS, SR. STEPPED FORWARD WITH AN EXTRAORDINARY GIFT OF LAND AND FUNDS FOR A NEW HOSPITAL. MR. ELKINS WAS JOINED BY LEADERS FROM THROUGHOUT THE COMMUNITY, INCLUDING MEMBERS OF THE NEWLY FORMED WOMEN'S ASSOCIATION OF NOBLE, PRECURSOR TO TODAY'S ABINGTON HEALTH FOUNDATION WOMEN'S BOARD. THEIR AMBITIOUS VISION WAS REALIZED ON MAY 15, 1914, WHEN THE NEW 48-BED ABINGTON MEMORIAL HOSPITAL OPENED ITS DOORS. THROUGHOUT A REMARKABLE CENTURY OF GROWTH AND CHANGE, ABINGTON HAS REMAINED STEADFAST IN FULFILLING ITS MISSION AS THE REGION'S MOST TRUSTED PROVIDER OF ADVANCED AND COMPASSIONATE CARE. IN FY14, A MILESTONE EVENT OF ABINGTON MEMORIAL HOSPITAL'S CENTENNIAL WAS CELEBRATED AND RECOGNIZED A PAST CENTURY OF GROWTH INTO A REGIONAL REFERRAL CENTER AT THE HEART OF THE ABINGTON HEALTH NETWORK. THROUGHOUT EVERY STAGE OF AMH'S GROWTH, THE INSTITUTION HAS BEEN GUIDED BY AN UNWAVERING COMMITMENT TO QUALITY IN ALL THAT WE DO. THROUGHOUT 100 YEARS OF SERVICE, AHF AND ALL MEDICAL STAFF, LEADERS, EMPLOYEES, DONORS AND VOLUNTEERS DEDICATED THEMSELVES TO THE PROVISION OF ADVANCING CARE, PROMOTING PATIENT SAFETY AND PIONEERING NEW TREATMENTS. AT THE CORE OF OUR CARE IS THE QUALITY OF OUR PEOPLE. OUR PHYSICIANS, NURSES, TECHNICIANS, MANAGERS, FLOOR STAFF, VOLUNTEERS AND SO MANY OTHERS ALL WORK TOGETHER AS AN EXTRAORDINARY TEAM TO REACH OUR SHARED GOAL: TO BE THE COMMUNITY'S MOST TRUSTED HEALTHCARE PROVIDER. THE COMMUNITY HAS BEEN A PART OF THE AHF, ABINGTON HEALTH, AMH AND LHC TEAM AS WELL, AND THE CHARITABLE SUPPORT RECEIVED IS AN ESSENTIAL FACTOR IN OUR SUCCESS. PHILANTHROPIC LEADERSHIP ESTABLISHED ABINGTON MEMORIAL HOSPITAL 100 YEARS AGO, AND IT WILL CONTINUE TO STRENGTHEN ABINGTON HEALTH FOR THE CENTURY AHEAD. A CAMPAIGN FOR A NEW CENTURY BEGAN IN FY14 SEEKING TO RAISE FUNDS FOR THREE CORE INITIATIVES THAT WILL POSITION AH, AHF, LHC AND AMH FOR A FUTURE OF EXCELLENCE: INVESTING IN PEOPLE: ATTRACTING THE BEST PHYSICIANS, SUPPORTING NURSING EDUCATION AND LEADERSHIP, ENHANCING MEDICAL RESIDENCY AND TRAINING PROGRAMS AND EXPANDING CONTINUING EDUCATION OPPORTUNITIES TO NAME A FEW. THESE EFFORTS WILL ENABLE AH TO DELIVER THE MOST ADVANCED CARE IN THE AREAS OUR COMMUNITY NEEDS MOST, INCLUDING CARDIAC CARE, CANCER CARE, ORTHOPAEDICS, NEUROSCIENCES, WOMEN'S HEALTH AND EVOLVING DISCIPLINES LIKE GENETIC MEDICINE. ADVANCING CARE: BY SUPPORTING NEW INSTITUTES AND CENTERS, OUTPATIENT PROGRAMS, ADVANCED TECHNOLOGIES, POPULATION HEALTH MANAGEMENT PROGRAMS AND OTHER ASPECTS OF CARE. THESE EFFORTS WILL HELP TO BUILD AN EVER STRONGER PRIMARY CARE AND AMBULATORY NETWORK THAT WILL PROMOTE WELLNESS AND BETTER MANAGE CHRONIC CONDITIONS SUCH AS DIABETES, HYPERTENSION AND HEART FAILURE. LASTLY, A CORE INITIATIVE INCLUDES ENHANCING THE HEALING ENVIRONMENT: INCLUDING RENEWAL OF MAIN HOSPITAL BUILDINGS, THE CREATION OF A NEW ORTHOPAEDIC UNIT AT AMH AND DEVELOPING NEW INTEGRATIVE MEDICINE PROGRAMS. THESE EFFORTS WILL ENSURE THAT AH CONTINUES TO PROMOTE HEALING IN EVERY ASPECT OF OUR ATTRACTIVE AND FUNCTIONAL BUILDINGS AND LANDSCAPING AND THROUGHOUT PATIENT-CENTERED AMENITIES. ABINGTON MEMORIAL HOSPITAL IS NOW THE FLAGSHIP HOSPITAL OF ABINGTON HEALTH, WHICH ALSO ENCOMPASSES LANSDALE HOSPITAL CORPORATION, ABINGTON HEALTH CENTER - SCHILLING IN WILLOW GROVE, ABINGTON HEALTH CENTER - WARMINSTER, AND ABINGTON HEALTH CENTER - BLUE BELL AND THE ABINGTON HEALTH PHYSICIANS NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS. FY14 RECOGNIZED THE EXPANSION AND DEVELOPMENT TO MEET THE DEMAND FOR OUTPATIENT SITES THAT ARE CONVENIENT TO PATIENTS THROUGHOUT OUR SERVICE AREA. PLANNING IN FY14 INCLUDED THE AH CENTER - GWYNEDD AND REFOCUS THE MONTGOMERYVILLE SITE AS THE ABINGTON HEALTH CENTER -MONTGOMERYVILLE. AH'S ACCOMPLISHMENTS IN FY14 INCLUDED PATIENT/SAFETY AND QUALITY; OPERATIONAL ACCOMPLISHMENTS AND INVESTMENT IN OUTPATIENT SERVICES AND AH PHYSICIANS. THE ACCOMPLISHMENTS IN PATIENT SAFETY AND QUALITY INCLUDED THE DELAWARE VALLEY HEALTH CARE COUNCIL (DVHC) RECOGNITION OF AMH FOR EXCELLENCE IN PATIENT SAFETY IN NOVEMBER 2013 DUE TO THE 98% REDUCTION IN PREVENTABLE HARM SINCE 2007. LANSDALE HOSPITAL EARNED THE HEALTHGRADES PATIENT SAFETY EXCELLENCE AWARD IN OCTOBER 2013. AMH WAS AWARDED ADVANCED CERTIFICATION AS A COMPREHENSIVE STROKE CENTER. THE JOINT COMMISSION AWARDED THREE DISEASE-SPECIFIC DESIGNATIONS WHICH INDICATE QUALITY: HIP/KNEE, VAD AND PALLIATIVE CARE. FALLS HAVE BEEN REDUCED SIGNIFICANTLY THROUGH DEDICATED EFFORTS TO UNDERSTAND THE CAUSES AND FOCUS MORE ON PREVENTION. BAR CODING IS FULLY IMPLEMENTED AT BOTH HOSPITALS TO HELP REDUCE MEDICATION ERRORS. PREVENTABLE READMISSION RATES ARE DECLINING, A TESTAMENT TO CARE COORDINATION ACROSS THE CONTINUUM OF INPATIENT TO OUTPATIENT CARE. TWO NURSING UNITS AND THE OPERATING ROOM AT AMH HAVE ADOPTED THE COMPREHENSIVE UNIT-BASED SAFETY PROGRAM (CUSP) MODEL OF CARE FROM JOHNS HOPKINS. THIS PROGRAM GALVANIZES STAFF OWNERSHIP FOR THE IDENTIFICATION OF RISKS AND GETS TEAM MEMBERS INVOLVED IN SOLUTIONS THAT IMPROVE PATIENT CARE AND PREVENT HARM. IN FY14, AH OPENED TWO URGENT CARE CENTERS IN FEASTERVILLE AND FLOURTOWN, PENNSYLVANIA AND ARE LOCATED ON THE WESTERN AND EASTERN EDGE OF OUR SERVICE AREA IN CONVENIENTLY LOCATED HIGH VOLUME SHOPPING CENTERS. THE ABINGTON HEALTH CENTER - LOWER GWYNEED WAS PLANNED AND CONSTRUCTED IN FY14 WITH A FALL 2014 OPENING. THREE AHP PRIMARY CARE PRACTICES AND A LAB DRAW SITE ARE LOCATED IN THIS NEWLY CONSTRUCTED OUTPATIENT FACILITY. IN ADDITION, DURING FY14, ABINGTON HEALTH CENTER - BLUE BELL CELEBRATED ITS ONE-YEAR ANNIVERSARY, HAVING ACHIEVED REAL GROWTH IN SERVICES WITH AN EXCEPTIONAL PATIENT EXPERIENCE. AH EXPANDED THE DENTAL CLINIC AT AMH ALLOWING US TO PROVIDE 1,000 ADDITIONAL PATIENT VISITS PER YEAR. A NEW COMMUNITY-BASED DENTAL ACCESS PROGRAM WAS DEVELOPED IN THE NORTH PENN REGION SUPPORTED BY A GENEROUS DONATION FROM THE VISITING NURSES ASSOCIATION FOUNDATION OF GREATER NORTH PENN. ABINGTON'S EXTRAORDINARY CENTURY OF GROWTH IS A REFLECTION OF THE VISION AND GENEROSITY OF OUR COMMUNITY, INCLUDING THOUSANDS OF PHILANTHROPISTS AND VOLUNTEERS WHO GIVE THEIR TIME, TALENTS AND CHARITABLE GIFTS TO ENSURE THAT QUALITY HEALTH CARE IS AVAILABLE CLOSE TO HOME. |
| CORE FORM, PART III | FY14 REALIZED THE FIRST FULL YEAR OF THE INTEGRATION OF THE FORMER NORTH PENN VISITING NURSES ASSOCIATION INTO THE AMH DIVISION OF HOME HEALTH AND HOSPICE. AS THE FISCAL YEAR ENFOLDED A NEW DENTAL ACCESS MODEL WAS CREATED. THE PEDIATRIC CLINIC AND TWO ADULT DAY CARE CENTERS CONTINUED TO ACCEPT NEW PATIENTS. THE COMMUNITY HEALTH EDUCATION DEPARTMENT SUCCESSFULLY MERGED WITH ABINGTON HEALTH'S TEAM FORMING A CORPORATE TEAM IN THE HOME CARE DIVISION CHARGED WITH THE ACTION PLANS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND PROJECTS ASSOCIATED WITH IMPROVING THE HEALTH STATUS OF THE COMMUNITY. ABINGTON HEALTH IS A FIRST-RATE CENTER FOR NURSING EDUCATION AND NURSING EXCELLENCE WITH OVER 1,800 NURSES, NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS PROVIDING CARE AND EDUCATION FOR PATIENTS IN FY14. THE DIXON SCHOOL OF NURSING MEETS AND EXCEEDS THE NATION'S HIGHEST ACCREDITATION STANDARDS, AND OUR OVERALL NURSING PROGRAM IS A NATIONAL MODEL FOR OUTSTANDING NURSING CARE. LANSDALE HOSPITAL IN MAY 2012, BECAME ONE OF ONLY 81 HOSPITALS IN THE COUNTRY TO ACHIEVE PATHWAY TO EXCELLENCE DESIGNATION FROM THE AMERICAN NURSING CREDENTIALING CENTER ("ANCC"), AND ABINGTON MEMORIAL HOSPITAL RECEIVED AN EXCEPTIONAL THIRD-TIME ANCC "MAGNET" DESIGNATION, THE NATION'S HIGHEST RECOGNITION FOR NURSING EXCELLENCE. FIVE YEARS OF RISING EXCELLENCE IS THE STATEMENT FOR LANSDALE HOSPITAL CORPORATION. SINCE LANSDALE HOSPITAL BECAME PART OF ABINGTON HEALTH FIVE YEARS AGO, IT HAS PURSUED A ROBUST PROGRAM OF STRENGTHENING EVERY ASPECT OF ITS CARE. THE RESULTS HAVE BEEN DRAMATIC. PATIENT SATISFACTION SCORES ARE NOW CONSISTENTLY GREATER THAN 90 PERCENT. IN FY14, THE HOSPITAL WAS RANKED NUMBER ONE IN THE REGION FOR ITS QUICK RESPONSE TO PATIENT NEEDS, AND NUMBER TWO IN THE REGION FOR ITS EMERGENCY DEPARTMENT'S SHORTEST WAIT TIMES. LHC HAS BEEN DESIGNATED A PRIMARY STROKE CENTER BY THE JOINT COMMISSION, AND IT RECEIVED THE JOINT COMMISSION'S DESIGNATION FOR HIP AND KNEE REPLACEMENTS. IT RECEIVED THE 2013 PATIENT SAFETY EXCELLENCE AWARD FROM HEALTHGRADES, AND IT WAS THE SECOND ACUTE CARE HOSPITAL IN PENNSYLVANIA TO ACHIEVE PATHWAY TO EXCELLENCE DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER. OVER THE PAST FIVE YEARS THE HOSPITAL HAS BOLSTERED ITS MEDICAL STAFF, ADDING TOP SPECIALISTS IN AREAS THAT INCLUDE EMERGENCY MEDICINE, NEUROSURGERY, ORTHOPAEDICS, SPINE SURGERY, RADIOLOGY, PATHOLOGY AND OTHERS. IT HAS ALSO UPGRADED TECHNOLOGY THROUGHOUT THE HOSPITAL, CREATED NEW SUITES FOR NEUROLOGY AND GASTROINTESTINAL CARE, RENOVATED ITS FACILITIES INSIDE AND OUT AND OPENED A NEW PAIN CENTER. ABINGTON HEALTH CONTINUES TO EXPAND AND SEE INCREASED DEMAND IN HOME CARE, HOSPICE, PALLIATIVE CARE, AND OTHER COMMUNITY BASED SERVICES. IN FY14, ABINGTON'S HOME CARE ("AMHHC") PROVIDED COST EFFECTIVE, HIGH QUALITY, MULTIDISCIPLINARY HOME HEALTH AND HOSPICE CARE TO INDIVIDUALS OF ALL AGES, TO IMPROVE HEALTH, PREVENT ILLNESS AND ENABLE TERMINALLY ILL PATIENTS TO REMAIN AT HOME. AMHHC STRIVES TO PROVIDE SUPERIOR CARE TO PATIENTS IN MONTGOMERY, BUCKS AND PHILADELPHIA COUNTIES, IN FY14, MORE THAN 211 NURSES, AIDES, SOCIAL WORKERS, THERAPISTS AND SUPPORT STAFF CARED FOR 167,423 HOME HEALTH AND HOSPICE VISITS TO ALMOST 9,687 PATIENTS SERVED. IN FY14, AH HOSPICE DEVELOPED A SPECIALIZED HEART FAILURE PALLIATIVE CARE HOSPICE PROGRAM WORKING CLOSELY WITH A PHYSICIAN HEART FAILURE SPECIALIST AT AMH. IN OCTOBER 2013, A NURSE PRACTITIONER CERTIFIED IN HEART FAILURE WAS HIRED TO PROVIDE CLINICAL DIRECTION FOR THE CARE AND MANAGEMENT OF BOTH PALLIATIVE HEART FAILURE AH HOSPICE PATIENTS. THE AMH HEART FAILURE PROGRAM WHICH INCLUDED THE HOME CARE HF TEAM WAS RECERTIFIED BY THE JOINT COMMISSION FOR ADVANCE HEART FAILURE IN FY14. THIS PLAN BEGAN WITH EXTENSIVE EDUCATION FOR HOME CARE AND HOSPICE NURSING STAFF AND ALL TEAM MEMBERS. OF NOTE WAS THE CREATION AND IMPLEMENTATION OF CLINICAL PRACTICE GUIDELINES. ABINGTON'S HOSPICE AND PEDIATRIC HOSPICE PROGRAMS SERVED ALMOST 1,200 TERMINALLY ILL PATIENTS AND THEIR LOVED ONES. ABINGTON HEALTH'S WARMINSTER CAMPUS IS THE HOME TO HOSPICE AND THE KIND PEDIATRIC HOSPICE, THE AREA'S FIRST FACILITY TO PROVIDE A HOMELIKE RESIDENTIAL CARE ENVIRONMENT FOR TERMINALLY ILL CHILDREN. THIS IMPORTANT END-OF-LIFE CARE BRINGS TOGETHER THE HOMECARE HOSPICE PROGRAM AND RESIDENTIAL HOSPICE FOR ADULTS. AH PALLIATIVE CARE PROGRAM CONTINUES TO SUPPORT OUR HOMECARE PATIENTS PROVIDING SERVICE TO MORE THAN 600 PATIENTS IN FY14THIS PROGRAM ASSISTS INDIVIDUALS WITH CHRONIC AND TERMINAL ILLNESS BY PROVIDING SYMPTOM MANAGEMENT AND DISCUSSING OPTIONS IN END OF LIFE CARE. THE PALLIATIVE CARE SERVICE EXPERIENCED OVER A 5% GROWTH IN FY14 AS ALMOST 1,500 CONSULTATIONS WERE ACCOMPLISHED AT AMH. ADDITIONALLY OVER 90 CONSULTATIONS WERE COMPLETED SINCE THE PALLIATIVE CARE SERVICE (PCS) COMMENCED AT LHC BEGINNING DECEMBER 2013 IN FY14. THE PCS ACHIEVED RE-DESIGNATION OF ADVANCED PALLIATIVE CARE CERTIFICATION BY THE JOINT COMMISSION IN MARCH 2014. THE CIRCLE OF LIFE AWARD APPLICATION CELEBRATING INNOVATION IN PALLIATIVE CARE AND END-OF-LIFE CARE AND IS SPONSORED BY THE AMERICAN HOSPITAL ASSOCIATION HIGHLIGHTED AH'S PROGRAM FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AT END-OF-LIFE. THIS WORK EARNED AH A SITE VISIT IN FY14. HOSPICE VOLUNTEER SERVICES ACTIVELY PROVIDE SERVICE HOURS IN SUPPORT OF THIS PROGRAM. IN FY14, 260 VOLUNTEERS PROVIDED 11,714 HOURS REALIZING A COST SAVINGS OF $257,816 RETURNED TO THE COMMUNITY IN OTHER SERVICES. HOSPICE BEREAVEMENT SERVICES ARE PROVIDED TO THE LOVED ONES OF DECEASED HOSPICE PATIENTS FOR ONE YEAR AFTER DEATH. A BEREAVEMENT COORDINATOR AND VOLUNTEERS ASSESS INDIVIDUALS AND FAMILIES AND REFER TO SUPPORT GROUPS PROVIDED. IN FY14, OVER 3,000 BEREAVED PERSONS RECEIVED FOLLOW UP AND SUPPORT. RECIPIENT FAMILIES ARE QUITE OFTEN DONORS AND THE RESTRICTED FUND OFFSETS THESE NEEDED SERVICES. THROUGH CHARITABLE SUPPORT, THE SAFE HARBOR PROGRAM HELPS PROVIDE A SAFE, SUPPORTIVE PLACE FOR CHILDREN, TEENS AND YOUNG ADULTS GRIEVING FROM THE LOSS OF A PARENT OR SIBLING. LOCATED AT AH CENTER SCHILLING CAMPUS IN WILLOW GROVE, THE PROGRAM PROVIDES A CARING ENVIRONMENT OF GRIEF SUPPORT SERVICES INCLUDING SUPPORT GROUPS FOR CHILDREN, TEENS AND YOUNG ADULTS AND CAREGIVERS TO HELP THEM THROUGH THE NATURAL PROCESS OF GRIEVING, AND CAMP CHARLIE, A DAY CAMP FOR BEREAVED CHILDREN. THE PROGRAM SERVED 196 CHILD/TEEN, 10 YOUNG ADULTS AND 126 PARENTS/CAREGIVERS IN FY14. SINCE THE INCEPTION OF THE PROGRAM, SAFE HARBOR SERVED 1,269 CHILDREN, TEENS, YOUNG ADULTS AND 764 FAMILIES. SAFE HARBOR EXPANDED ITS PROGRAMMING TO INCLUDE HEALING AFTER SUICIDE GROUPS FOR 7-14 YEAR OLDS SERVING 10 FAMILIES AND 17 PARTICIPANTS. ALL OF THESE SERVICES WITH SAFE HARBOR ARE MADE POSSIBLE BY MANY DONORS, EMPLOYEE DONORS, TRUSTEE PHILANTHROPISTS AND DONOR ORGANIZATIONS. ABINGTON HEALTH --------------- ABINGTON HEALTH IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA. AH ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. ABINGTON HEALTH INCLUDES ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. EACH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE AND MEDICAID PATIENTS; 2. EACH EITHER OPERATE AN ACTIVE EMERGENCY TRAUMA CENTER OR EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. EACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF EACH RESTS WITH ITS BOARD OF TRUSTEES AND THE BOARD OF TRUSTEES OF ABINGTON HEALTH. BOTH BOARDS ARE COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY WHO ALL VOLUNTEER THEIR TIME AND TALENTS; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. |
| CORE FORM, PART III | ALMOST 1,000 PATIENTS BENEFITED FROM THE EXPERTS AT AH'S ORTHOPAEDIC AND SPINE INSTITUTE WHO SPECIALIZE IN JOINTS, SPINE, SPORTS, TRAUMA AND HAND PROCEDURES. A NEW GERIATRIC FRACTURE PROGRAM ENSURES THAT PATIENTS WITH HIP FRACTURES ARE CARED FOR BY A MULTIDISCIPLINARY TEAM OF PHYSICIANS WHO WILL ENSURE RAPID ASSESSMENT AND SURGICAL INTERVENTION WITHIN 18 TO 24 HOURS. CHARITABLE SUPPORT HAS ENABLED AH TO EXPAND THE OUTSTANDING ORTHOPAEDIC AND SPINE INSTITUTE TO TWO LOCATIONS: ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION. ABINGTON HEALTH ATTRACTS THE FINEST PHYSICIANS TO SERVE OUR PATIENTS. OVER, 1,100 PHYSICIANS CARE FOR PATIENTS THROUGHOUT THE HEALTH SYSTEM'S WIDE RANGE OF SERVICES. ABINGTON HEALTH PHYSICIANS IS A NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS EMPLOYED BY ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION. ABINGTON HEALTH PHYSICIANS ("AHP") IS COMMITTED TO THE COMMUNITY AS THEIR HEALTHCARE PARTNER, EXCEEDING EXPECTATIONS FOR CARE, COMFORT AND COMMUNICATIONS. AHP IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL BY FOSTERING HEALING, EASING SUFFERING AND PROMOTING WELLNESS IN A CULTURE OF SAFETY, LEARNING AND RESPECT. AMH IS A MAJOR CLINICAL CAMPUS FOR SEVERAL REGIONAL MEDICAL SCHOOLS. THE COMMITMENT TO OUTSTANDING MEDICAL CARE HAS EARNED AH NUMEROUS AWARDS FOR QUALITY AND SAFETY, AND THE ROBUST CULTURE OF CONTINUING EDUCATION CREATES AN ATMOSPHERE OF INQUIRY AND SCHOLARSHIP. MANY OF OUR PHYSICIANS ARE PRIMARY INVESTIGATORS FOR NATIONAL CLINICAL TRIALS, WHICH GIVES OUR PATIENTS ACCESS TO ADVANCED TREATMENTS NOW COMMONLY AVAILABLE ELSEWHERE. OUR DONOR SUPPORT LENDS ITSELF TO THESE INITIATIVES. THE CAMPAIGN FOR A NEW CENTURY WILL CONTINUE THIS MISSION IN THE COMING YEARS. MATERNITY AND PEDIATRIC CARE FOR OUR YOUNGEST PATIENTS RECEIVES UNSURPASSED COMPASSIONATE CARE. AMH DELIVERS ALMOST 4,700 BABIES EACH YEAR OFFERING A WIDE RANGE OF MATERNITY EDUCATION PROGRAMS, INCLUDING CHILDBIRTH PREPARATION, PRENATAL PROGRAMS AND BREASTFEEDING CLASSES, AS WELL AS COMPREHENSIVE OBSTETRICS PROGRAM THAT INCLUDE GENETIC COUNSELING AND PRENATAL TESTING, FETAL DIAGNOSIS AND SURGERY, NEONATAL INTENSIVE CARE AND AN INPATIENT UNIT FOR PREGNANT PATIENTS AT HIGH RISK. ABINGTON'S AFFILIATION WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA INCLUDED AN EXPANDED UNIT OF SPECIALTY SERVICES IN THE PRICE MEDICAL OFFICE BUILDING. DONOR PARTICIPATION HAS BEEN IMPERATIVE TO THIS ONGOING AFFILIATION AND INCLUDES THE HOSPITAL'S WOMEN'S BOARD. ABINGTON HEALTH'S 5 DIABETES CENTERS ACHIEVED RENEWAL OF THE AMERICAN DIABETES ASSOCIATION ("ADA") RECOGNITION OF ALL SITES SERVING OVER 1,100 CLIENTS WITH ALMOST 3,000 OUTPATIENT VISITS IN FY14. THE INTEGRATION OF THE NUTRITION COUNSELING CENTER INTO THE DIABETES CENTER PROVIDED AH WITH A CENTRALIZED SITE FOR THE REFERRALS WITHIN AH. THE CENTERS CONTINUED WITH THE ADULT WEIGHT MANAGEMENT PROGRAM AND COMPLETED A DIABETES EDUCATION PROGRAM FOR INPATIENT NURSING STAFF AT AMH. THE CENTER PROVIDED THE DIABETES SUPPORT GROUPS WITH 164 PARTICIPANTS THROUGHOUT THE YEAR AND CONTINUED THE NATIONAL DIABETES PREVENTION PROGRAM GRANT FROM THE CDC IN FY14 FOR INDIVIDUALS AND CORPORATIONS. MULLER INSTITUTE FOR SENIOR HEALTH ESTABLISHED IN 2000 WITH MAJOR DONOR SUPPORT BRINGS TOGETHER THE ENTIRE NETWORK OF INPATIENT AND OUTPATIENT CARE PROVIDERS, SERVICES AND EDUCATIONAL OPPORTUNITIES DEDICATED TO MEETING THE VARIED NEEDS OF OLDER ADULTS. ABINGTON MEMORIAL HOSPITAL IN FY14 CONTINUED ITS EXPANDED OFFERINGS IN THE MULLER INSTITUTE TO SERVE THE LANSDALE HOSPITAL COMMUNITY COLLABORATING WITH AREA SENIOR CENTERS AND CONTINUING CARE RETIREMENT COMMUNITIES. THROUGHOUT THE RANGE OF SENIOR CARE, OUR DONORS JOINED US IN DEVOTING RESOURCES TO THE OLDER ADULT. COMMUNITY PROGRAMS ENGAGED VARIOUS GROUPS IN MAXIMIZING THEIR MEMORY, BRAIN GAMES AND HEALTHY AGING/LIVING WELL TO NAME A FEW. WITH THE ACQUISITION OF THE FORMER NORTH PENN VISITING NURSES ASSOCIATION, TWO ADULT DAY CARE CENTERS JOINED THE CADRE OF OFFERINGS TO SENIORS. ABINGTON MEMORIAL HOSPITAL -------------------------- ABINGTON MEMORIAL HOSPITAL IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, AMH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ABINGTON MEMORIAL HOSPITAL IN FY13 FOR AN EXCEPTIONAL THIRD TIME, RECEIVED MAGNET DESIGNATION, THE NATION'S HIGHEST CREDENTIAL FOR NURSING EXCELLENCE. THE AMH DIAMOND STROKE CENTER HAS BEEN CERTIFIED BY THE JOINT COMMISSION SINCE 2003. IN FY14, OVER 2,200 STROKE PATIENTS WERE CARED FOR IN THE DIAMOND STROKE CENTER. AT LHC, OVER 330 INPATIENTS WERE CARED FOR IN THE STROKE CENTER. THE SLEEP DISORDERS CENTERS ARE LOCATED IN FIVE CONVENIENT FACILITIES THROUGHOUT THE REGION. IN 2011, THE BALANCE CENTER OPENED FOR PATIENTS WITH BALANCE-RELATED ISSUES, AND IN FY12, A COMPREHENSIVE CONCUSSION PROGRAM WAS IMPLEMENTED FOR STUDENT ATHLETES AND CONTINUED IN FY14 WITH OFFERING EDUCATIONAL PROGRAMS TO LOCAL SCHOOL DISTRICTS. PHYSICIANS FROM THESE SPECIALTY AREAS DONATE THEIR TIME TO EDUCATING THE COMMUNITY ON THESE IMPORTANT SERVICES. THE HEART AND VASCULAR INSTITUTE IN FY12 IMPLANTED ITS FIRST VENTRICULAR ASSIST DEVICE OR ("VAD") FOR HEART FAILURE PATIENTS AND BECAME ONE OF ONLY A FEW HOSPITALS IN THE DELAWARE VALLEY TO OFFER VAD THERAPY. THE HEART AND VASCULAR CENTER IS A FIRST RATE, COMPREHENSIVE FACILITY AT THE FOREFRONT OF CARDIAC CARE AND RESEARCH. CARDIAC SURGEONS ARE UNIQUELY SKILLED IN ADVANCED PROCEDURES AND TECHNOLOGIES. A HEART RHYTHM CENTER OFFERS A TEAM OF SPECIALISTS SKILLED IN ELECTROPHYSIOLOGY, CARDIOLOGY AND CARDIAC SURGERY TO PROVIDE INNOVATIVE TREATMENTS FOR ABNORMAL HEART RHYTHM CONDITIONS. TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) IS AN INNOVATIVE VALVE REPLACEMENT TREATMENT FOR AORTIC STENOSIS. IT DELIVERS A NEW VALVE IN A MINIMALLY INVASIVE WAY, WITHOUT REMOVING THE FAULTY VALVE. THE PORTER INSTITUTE OF VALVULAR HEART DISEASE IS ONE OF ONLY A FEW CENTERS IN THE PHILADELPHIA AREA WITH THE EXPERTISE TO PERFORM TAVR. ABINGTON'S COMPREHENSIVE HEART FAILURE ("CHF") PROGRAM IMPROVES HEART FUNCTION THROUGH ADVANCED APPROACHES SUCH AS ECHO-OPTIMIZED CARDIAC RESYNCHRONIZATION THERAPY AND, MOST RECENTLY, JOINT COMMISSION-ACCREDITED VENTRICULAR ASSIST DEVICE ("VAD") PROGRAM FOR TREATMENT OF END-STAGE CHF. THE BLANK VASCULAR CENTER FEATURES AN ON-SITE VASCULAR LAB AND BOARD-CERTIFIED VASCULAR SURGEONS. DONOR SUPPORT HAS ALSO ENABLED AH TO CREATE THE ADDONIZIO HYBRID OPERATING ROOM, AN ENDOVASCULAR ANGIOGRAPHY SUITE FOR BOTH CARDIOVASCULAR SURGERY AND VASCULAR IMAGING. ONE OF THE REGION'S LEADING ONCOLOGY CENTERS, THE ROSENFELD CANCER CENTER PROVIDED CARE FOR ALMOST 1,400 INPATIENTS IN FY14. ITS CLINICAL EXCELLENCE, TEAM APPROACH TO CARE AND CLOSE ATTENTION TO THE WHOLE PATIENT HAS MADE THIS ONE OF THE BUSIEST CENTERS IN THE AREA. ACCREDITED AT THE HIGHEST LEVELS OF QUALITY AND PATIENT SAFETY, THE ROSENFELD CANCER CENTER OFFERS COMPREHENSIVE SERVICES, FROM ADVANCED DIAGNOSIS AND TREATMENT TO A FULL RANGE OF SUPPORT SERVICES FOR PATIENTS AND FAMILIES. DONOR SUPPORT CONTINUES TO HELP AH EXCEL AT THE FOREFRONT OF CANCER CARE. THE HANJANI INSTITUTE FOR GYNECOLOGICAL ONCOLOGY IS A REGIONAL LEADER IN GYNECOLOGIC CANCER TREATMENT AND RESEARCH. THE MARY T. SACHS BREAST CENTER HAS BEEN DESIGNATED A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY. PATIENTS WITH PROSTATE CANCER NOW BENEFIT FROM THE ADVANCED CALYPSO 4D LOCALIZATION SYSTEM, ALSO KNOWN AS "GPS FOR THE BODY", WHICH TARGETS CANCER CELLS WITH MORE PRECISE RADIATION THAN EVER BEFORE. LEADERSHIP DONORS AND TRUSTEES FOR ABINGTON HEALTH AND ABINGTON HEALTH FOUNDATION IN FY2013 STEPPED UP TO HELP PURCHASE A NEW SUPERDIMENSION I-LOGIC SYSTEM FOR THE DIAGNOSIS AND TREATMENT OF LUNG CANCER. THIS ADVANCED TECHNOLOGY IS A VITAL NEW TOOL FOR ABINGTON'S OUTSTANDING LUNG PROGRAM, WHICH ALSO INCLUDES A NEW LUNG CANCER SCREENING PROGRAM AND A NEW COMPREHENSIVE NODULE PROGRAM. THE SUPERDIMENSION I-LOGIC SYSTEM OFFERS A MINIMALLY INVASIVE APPROACH TO IMAGING A SPOT DEEP WITHIN A PATIENT'S LUNGS BY USING GPS-LIKE TECHNOLOGY AND THE PATIENT'S OWN NATURAL AIRWAY TO ACCESS HARD-TO-REACH LESIONS. |
| CORE FORM, PART III | LANSDALE HOSPITAL CORPORATION ----------------------------- LANSDALE HOSPITAL CORPORATION IS A 125-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ABINGTON HEALTH FOUNDATION PRIDES ITSELF ON ITS INNOVATION AND CREATIVITY AS OUR LEADERS TRANSFORM HEALTHCARE. OUR RICH HISTORY OF PHILANTHROPIC EXCELLENCE IS MARVELED ONLY BY THE TRIBUTE GIFTS, LEGACY SOCIETIES, BUSINESS COUNCILS, ENDOWED FUNDS FOR EXCELLENCE AND INNOVATOR'S CIRCLE GRANTS THAT PROVIDE THE FUNDING AND SEED MONEY TO ATTAIN AH'S GOALS. INNOVATOR'S CIRCLE, A PROGRAM ENTIRELY FUNDED THROUGH PHILANTHROPIC SUPPORT, HELPS ENSURE THAT THE HEALTHCARE INNOVATIONS OF TOMORROW RECEIVE SUPPORT TODAY. THE PROGRAM INVESTS IN INNOVATIVE SOLUTIONS TO HEALTHCARE CHALLENGES BY FUNDING SEED GRANTS FOR PHYSICIANS, NURSES AND HOSPITAL STAFF. WITH CHARITABLE SUPPORT FROM DONORS, AND EXPERT GUIDANCE FROM CLINICAL ADVISORS AND COMMUNITY LEADERS, THE PROGRAM HAS FUNDED NUMEROUS INNOVATIONS AT THEIR EARLIEST STAGES. MANY OF THESE PROGRAMS HAVE GONE ON TO ATTRACT WIDER SUPPORT AND RECOGNITION, SUCH AS ABINGTON'S NURSE-DRIVEN SACRED SPACE MODEL OF CARE FOR SURGICAL PATIENTS, WHICH IN 2011 RECEIVED THE PRESTIGIOUS MAGNET HONOR, A NATIONAL AWARD PRESENTED BY THE AMERICAN NURSES CREDENTIALING CENTER. SINCE 2005, INNOVATOR'S CIRCLE HAS AWARDED $1.6 MILLION IN SEED GRANTS TO 79 HEALTHCARE INNOVATIONS AT ABINGTON HEALTH. ABINGTON HEALTH CONTINUES TO ENHANCE THE ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL BUSINESS COUNCILS. THESE COUNCILS ARE MADE UP OF COMMUNITY BUSINESS LEADERS WHO SERVE AS AMBASSADORS TO ABINGTON HEALTH AND WORK TO INCREASE AWARENESS AND SUPPORT AMONG AREA BUSINESSES. AH HEALTH ADMINISTRATION, MEDICAL STAFF AND CLINICAL LEADERS THROUGHOUT THE YEAR EDUCATE THESE COUNCILS ON NEW PROGRAMS, TECHNOLOGY AND ADVANCES IN MEDICINE. OVER 50 BUSINESS AND COMMUNITY LEADERS ATTENDED A HALF DOZEN MEETINGS IN FY14. |
| CORE FORM, PART VI, SECTION A; QUESTION 4 | THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT A CHANGE IN THE COMPOSITION OF THE BOARD OF TRUSTEES AND THE TERM AND YEARS OF SERVICE LIMITATIONS OF THE BOARD OF TRUSTEE MEMBERS. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ABINGTON HEALTH ("AH") IS THE SOLE MEMBER OF ABINGTON HEALTH FOUNDATION. AH HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION IS AN AFFILIATE WITHIN ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE AUDIT AND COMPLIANCE COMMITTEE OF ABINGTON MEMORIAL HOSPITAL ("AMH") REVIEWED THE FORM 990 IN DETAIL PRIOR TO THE FORM 990 BEING PROVIDED TO THE GOVERNING BODY. THE AMH BOARD OF TRUSTEES HAS DELEGATED TO ITS AUDIT AND COMPLIANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE, REVIEW AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE ORGANIZATION AND THE SYSTEM TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE AMH AUDIT AND COMPLIANCE COMMITTEE AND THEREAFTER TO THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION IS AN AFFILIATE WITHIN ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO AMH'S CHIEF COMPLIANCE OFFICER FOR REVIEW. THEREAFTER THE CHIEF COMPLIANCE OFFICER PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES WHICH CONTAINS INFORMATION DISCLOSED ON AN INDIVIDUAL BY INDIVIDUAL BASIS AND REVIEWS THIS SUMMARY WITH AMH'S VP OF LEGAL AFFAIRS/GENERAL COUNSEL. THIS SUMMARY IS THEN GIVEN TO A SUB-COMMITTEE OF AMH'S AUDIT AND COMPLIANCE COMMITTEE FOR REVIEW. THEREAFTER, THE SUB COMMITTEE OF THE AUDIT AND COMPLIANCE COMMITTEE OF AMH REVIEWS AND MAKES DECISIONS ON HOW TO HANDLE CONFLICTS OF INTEREST AND ASSOCIATED MITIGATING BEHAVIOR TO BE TAKEN BY THE ORGANIZATION IF APPLICABLE. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION IS an affiliate WITHIN ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THIS ORGANIZATION ITSELF HAS NO PAID SENIOR MANAGEMENT PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. RATHER, KEY SENIOR MANAGEMENT PERSONNEL, INCLUDING THE PRESIDENT AND CHIEF FINANCIAL OFFICER ARE EMPLOYED BY AMH. HOWEVER, THE COMPENSATION AND BENEFITS OF THESE INDIVIDUALS ARE SHOWN ON THIS TAX RETURN BECAUSE THEY ARE ALSO EITHER OFFICERS OR BOARD MEMBERS OF THIS ORGANIZATION. ACCORDINGLY, AMH'S BOARD OF TRUSTEES HAS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE AMH'S SENIOR MANAGEMENT, INCLUDING THE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THE PEER GROUP CHOSEN FOR COMPARISON SHOULD REFLECT THE FACT THAT ABINGTON HEALTH IS A MULTI-HOSPITAL HEALTHCARE SYSTEM. THE PEER GROUP WILL CONTAIN NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS COMPARABLE IN SIZE AND COMPLEXITY TO ABINGTON HEALTH. THE PEER GROUP WOULD CONSIST OF INDEPENDENT, SINGLE AND MULTI-HOSPITAL HEALTHCARE SYSTEMS THAT HAVE AN EMPHASIS ON TEACHING AND RANGE IN SIZE FROM HALF AS LARGE TO UP TO TWICE AS LARGE AS ABINGTON HEALTH. ALTHOUGH THIS PEER GROUP WILL CONTAIN ORGANIZATIONS FROM ALL PARTS OF THE U.S., ABINGTON HEALTH WILL ALSO EXAMINE REGIONAL (MID-ATLANTIC) AND LOCAL (PHILADELPHIA) PAY LEVELS. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL, INCLUDING BUT NOT LIMITED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND FOR THEIR POSITION WITHIN THE ABINGTON HEALTH AND AFFILIATES INTEGRATED HEALTHCARE DELIVERY SYSTEM; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE WITHIN ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES MULTIPLE NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY ONE HOUR. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF ABINGTON HEALTH SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFER FROM AFFILIATES; $13,709,761; - INCREASE IN VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS FROM TEMPORARY RESTRICTION; $37,817; AND - NET ASSETS RELEASED FROM TEMPORARY RESTRICTION; ($5,756,049). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE WITHIN ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2014 AND JUNE 30, 2013; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. AMH'S AUDIT AND COMPLIANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THE ORGANIZATION IS AN AFFILIATE WITHIN THE ABINGTON HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DEVLIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). AMH'S AUDIT AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AH | false |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | SUPPORTING | PA | 501(C)(3) | 509(A)(3) | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |