CHRISTIAN H BUHL LEGACY TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN H BUHL LEGACY TRUST (EIN 25-0979377)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349301334
- 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 C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:38:45-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MO | State |
| ZIP Code | 658062523 | 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 | 250979377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN H BUHL LEGACY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY A CHROBAK | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 7249833911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE STREET | AddressLine1 |
| Address Line2 | Suite 208 | AddressLine2 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY CHROBAK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7244812640 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian D Todd | PreparerPersonNm |
| PTIN | P00422601 | PTIN |
| Phone | 7244812640 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN HUDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE STREET SUITE 208 | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $271,823,844 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES TO OUR COMMUNITIES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1832 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $612,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $582,547 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $166,543,401 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $120,759,038 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,700,440 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,008,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,129,310 | PYOtherRevenueAmt |
| CY Other Revenue | $1,311,844 | CYOtherRevenueAmt |
| PY Total Revenue | $169,985,966 | PYTotalRevenueAmt |
| CY Total Revenue | $147,661,907 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $80,214,073 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,795,216 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $81,416,199 | PYOtherExpensesAmt |
| CY Other Expenses | $67,625,181 | CYOtherExpensesAmt |
| PY Total Expenses | $161,635,272 | PYTotalExpensesAmt |
| CY Total Expenses | $129,420,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,350,694 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,241,510 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,724,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,331,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,228,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,714,453 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,496,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,617,157 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SHARON REGIONAL HEALTH SYSTEM, NOW KNOWN AS CHRISTIAN H BUHL LEGACY TRUST, THROUGH MARCH 31, 2014 IS TO PROVIDE THE HIGHEST QUALITY, ADVANCED HEALTHCARE SERVICES TO ALL COMMUNITIES WITHIN OUR REGION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $107,151,059 | ExpenseAmt |
| Revenue | $120,759,038 | RevenueAmt |
| Desc | CHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, PROVIDES SERVICES TO AREA RESIDENTS THROUGH A NUMBER OF SATELLITE LOCATIONS AND SPECIALTY SITES. OUTPATIENTS UTILIZE FACILITIES IN BOTH PENNSYLVANIA AND OHIO. SRHS, MERCER COUNTY'S LARGEST HEALTH CARE PROVIDER, PROVIDES INPATIENT SERVICES FOR ACUTE CARE, INTENSIVE CARE, HEART CENTER, OB, NURSERY, SKILLED NURSING, IP REHAB AND IP ADULT AND CHILD BEHAVIORAL HEALTH SERVICES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Desc |
| Total Program Service Expenses | $107,151,059 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1832 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | JEFFREY A CHROBAK | PersonNm |
| Phone | 7244812640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST STATE STREET | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES E FEENEY | |||||||||
| VICE CHAIR (ALT) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | |||
| STEPHEN J GURGOVITS | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | |||||
| JAMES EPSTEIN | |||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | ||||
| DIANE GARDNER | |||||||||
| BOARD MEMBER ENDING 4/2014 | 1.0 | Yes (X) | $0 | $0 | |||||
| CLOYD E BRENNEMAN | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | |||||
| ROBERT G LIPTAK | |||||||||
| BOARD MEMBER | 1.0 | 12.0 | Yes (X) | $0 | $0 | ||||
| LEONARD S MILLER | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | |||||
| MARY ODEM | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | |||||
| JOHN M HUDSON | |||||||||
| VICE CHAIR/CHAIR BEG 2/2014 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| WILLIAM J STRIMBU | |||||||||
| CHAIR TO 2/14/BD MBR BEG 4/14 | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | |||
| KENNETH JAMES | |||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | ||||
| ANGELA M PALUMBO | |||||||||
| SECRETARY-TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| WILLIAM PERRINE | |||||||||
| BOARD MEMBER ENDING 4/14 | 1.0 | 12.0 | Yes (X) | $0 | $0 | ||||
| JOHN JANOSO JR | |||||||||
| PRES & CEO/BRD MBR 12/12-4/14 | 40.0 | 1.0 | Yes (X) | Yes (X) | $459,821 | $0 | $202,041 | ||
| DAVID D'AMORE | |||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | |||||
| LARRY HAYNES | |||||||||
| BOARD MEMBER BEGINNING 7/13 | 1.0 | Yes (X) | $0 | $0 | |||||
| KAREN WINNER SED | |||||||||
| BOARD MEMBER BEG 7/13/END 4/14 | 1.0 | Yes (X) | $0 | $0 | |||||
| JOHN GALLAGHER | |||||||||
| BOARD MEMBER END 4/14 | 1.0 | Yes (X) | $0 | $0 | |||||
| MATTHEW LIBURDI | |||||||||
| VICE PRESIDENT | 40.0 | 1.0 | Yes (X) | $181,226 | $0 | $22,895 | |||
| LISA BERTOLASIO | |||||||||
| VP PATIENT CARE & CNO | 40.0 | 1.0 | Yes (X) | $160,959 | $0 | $21,162 | |||
| JEFFREY A CHROBAK | |||||||||
| VICE PRESIDENT/CFO | 40.0 | 1.0 | Yes (X) | $208,264 | $0 | $17,541 | |||
| CAROLYN D'AMORE | |||||||||
| ASSISTANT SECRETARY | 1.0 | 1.0 | Yes (X) | $0 | $0 | ||||
| JOHN DAVIDSON | |||||||||
| VICE PRESIDENT | 40.0 | 1.0 | Yes (X) | $164,176 | $0 | $18,741 | |||
| JOSE SANTIAGO | |||||||||
| PSYCHIATRIST | 40.0 | $260,049 | $0 | $31,030 | Yes (X) | ||||
| SCOTT MORGAN | |||||||||
| FAMILY MEDICINE | 40.0 | $281,734 | $0 | $17,241 | Yes (X) | ||||
| STEVEN RIGGALL | |||||||||
| PSYCHIATRIST | 40.0 | $388,086 | $0 | $17,982 | Yes (X) | ||||
| JAMIE ADAM | |||||||||
| PATHOLOGIST | 40.0 | $374,358 | $0 | $18,544 | Yes (X) | ||||
| DAVID LUCAS | |||||||||
| PATHOLIGIST | 40.0 | $244,738 | $0 | $8,454 | Yes (X) | ||||
| LINDE FINSRUD WILSON | |||||||||
| FORMER PRESIDENT & CEO | $423,212 | $0 | $18,864 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,146,623 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,495 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| ServicesServicesDesc | CompensationCompensationAmt |
|---|---|
| CERNER CORP | |
| ELECT MED RECORD | $3,243,374 |
| STAFFASSIST WORKFORCE | |
| CONTRACTED WORKFORCE | $1,398,853 |
| SODEXO AFFILIATES | |
| OPERATIONS SERVICES | $1,752,348 |
| SODEXO CTM | |
| BIOMEDICAL SERVICES | $1,224,431 |
| EMP OF MERCER CTY | |
| ER PHYS SERVICES | $741,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $74,798 | GovernmentGrantsAmt |
| All Other Contributions | $507,749 | AllOtherContributionsAmt |
| Total Contributions | $582,547 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT REVENUE | 621990 | $113,319,508 | $113,319,508 |
| RENT FROM AFFILIATE | 531120 | $56,574 | $56,574 |
| PHARMACY | 446110 | $3,569,364 | $3,569,364 |
| NURSING SCHOOL | 611600 | $200,373 | $200,373 |
| CAFETERIA | 722514 | $504,883 | $504,883 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,108,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,108,336 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $120,759,038 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $771,147 | TotalRevenueColumnAmt |
| Exclusion | $771,147 | 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 | $52 | TotalRevenueColumnAmt |
| Exclusion | $52 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,662 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,662 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,662 | TotalRevenueColumnAmt |
| Exclusion | $123,662 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,581,444 | SecuritiesAmt |
| Other | $76,817,824 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,346,933 | SecuritiesAmt |
| Other | $53,815,004 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,234,511 | SecuritiesAmt |
| Other | $23,002,820 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,237,331 | TotalRevenueColumnAmt |
| Exclusion | $24,237,331 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY IN INVESTEE EARNINGS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,188,130 | TotalRevenueColumnAmt |
| Exclusion | $1,188,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,188,130 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,661,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,759,038 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $26,320,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,362 | TotalAmt |
| Program Services | $165,877 | ProgramServicesAmt |
| Management And General | $1,256,485 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,076 | TotalAmt |
| Management And General | $442,076 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,968,739 | TotalAmt |
| Program Services | $36,212,889 | ProgramServicesAmt |
| Management And General | $5,755,850 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,655 | TotalAmt |
| Program Services | $848,655 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,451,984 | TotalAmt |
| Program Services | $11,284,180 | ProgramServicesAmt |
| Management And General | $2,167,804 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,661,400 | TotalAmt |
| Program Services | $3,057,495 | ProgramServicesAmt |
| Management And General | $603,905 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,838,506 | TotalAmt |
| Program Services | $1,739,823 | ProgramServicesAmt |
| Management And General | $98,683 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,599 | TotalAmt |
| Management And General | $1,073,599 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,113 | TotalAmt |
| Management And General | $245,113 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,963 | TotalAmt |
| Management And General | $53,963 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,940,404 | TotalAmt |
| Program Services | $12,435,131 | ProgramServicesAmt |
| Management And General | $3,505,273 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,475 | TotalAmt |
| Program Services | $73,595 | ProgramServicesAmt |
| Management And General | $545,880 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,816,915 | TotalAmt |
| Program Services | $2,410,731 | ProgramServicesAmt |
| Management And General | $1,406,184 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771,047 | TotalAmt |
| Program Services | $632,581 | ProgramServicesAmt |
| Management And General | $1,138,466 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,965,512 | TotalAmt |
| Program Services | $1,539,810 | ProgramServicesAmt |
| Management And General | $425,702 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,788 | TotalAmt |
| Program Services | $165,584 | ProgramServicesAmt |
| Management And General | $62,204 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,992 | TotalAmt |
| Program Services | $111,046 | ProgramServicesAmt |
| Management And General | $52,946 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671,333 | TotalAmt |
| Program Services | $1,370,788 | ProgramServicesAmt |
| Management And General | $300,545 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,743,015 | TotalAmt |
| Program Services | $4,710,287 | ProgramServicesAmt |
| Management And General | $1,032,728 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,755,220 | TotalAmt |
| Program Services | $7,792,193 | ProgramServicesAmt |
| Management And General | $1,963,027 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES & DRUGS | $20,195,151 | $20,195,151 | |
| BAD DEBT | $1,953,937 | $1,953,937 | |
| LICENSES, DUES, SUBSCRIPTIONS | $443,673 | $347,029 | $96,644 |
| RECRUITING & RETENTION | $112,832 | $72,070 | $40,762 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,706 | TotalAmt |
| Program Services | $32,207 | ProgramServicesAmt |
| Management And General | $1,499 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,420,397 | TotalAmt |
| Program Services | $107,151,059 | ProgramServicesAmt |
| Management And General | $22,269,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,075 | BOYAmt |
| EOY | $2,619,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,123,530 | BOYAmt |
| EOY | $42,111,569 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,227 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,947,107 | BOYAmt |
| EOY | $1,964,403 | 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 | $396,583 | BOYAmt |
| EOY | $1,205,002 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420,639 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,380,072 | BOYAmt |
| EOY | $5,121 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,393,363 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,804,168 | BOYAmt |
| EOY | $34,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,973,532 | BOYAmt |
| EOY | $7,028,916 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,223,483 | BOYAmt |
| EOY | $362,486 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,724,779 | BOYAmt |
| EOY | $55,331,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,436,714 | BOYAmt |
| EOY | $565,113 | 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 | $27,352,597 | 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 | $12,910,554 | 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 | $28,528,445 | BOYAmt |
| EOY | $11,149,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,228,310 | BOYAmt |
| EOY | $11,714,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,014,340 | BOYAmt |
| EOY | $43,143,071 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,129 | BOYAmt |
| EOY | $474,086 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,496,469 | BOYAmt |
| EOY | $43,617,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,724,779 | BOYAmt |
| EOY | $55,331,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,241,510 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$45,348 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,038,190 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$25,113,664 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1(D, G & I) | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, THE HEALTH SYSTEM PAID DUES TO VARIOUS ASSOCIATIONS. A PORTION OF THESE DUES MAY BE USED FOR LOBBYING PURPOSES. | ExplanationTxt |
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 | $12,505,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $612,907 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,117,956 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,264,189 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,240,860 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,505,049 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,970,716 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$706,527 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,264,189 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,180,726 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,789,990 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,970,716 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,004,769 | BeginningYearBalanceAmt |
| Contributions | $2,294 | ContributionsAmt |
| Investment Earnings Or Losses | $1,173,663 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,180,726 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MERCER COUNTY PHO | $149,885 | C |
| CHART | $6,879,031 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,028,916 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITIES | $7,051,641 |
| ESTIMATED SELF-INSURANCE COSTS | $1,105,469 |
| DEFERRED COMPENSATION | $435,512 |
| EST AMT DUE TO 3RD PARTY PAYER | $82,199 |
| MALPRACTICE LIABILITY | $2,474,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,149,340 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS INCLUDE ASSETS SET ASIDE BY THE BOARD OF DIRECTORS FOR FUTURE CAPITAL IMPROVEMENTS, PENSION FUNDING REQUIREMENTS AND POSTRETIREMENT BENEFIT OBLIGATIONS OVER WHICH THE BOARD RETAINS CONTROL AND MAY AT ITS DISCRETION SUBSEQUENTLY USE FOR OTHER PURPOSES. |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | false | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,932,556 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,932,556 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02300 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,176,745 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,067,260 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,109,485 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06360 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,109,301 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,067,260 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,042,041 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08660 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,693,596 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,388,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $305,596 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,693,596 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,388,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $305,596 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,802,897 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,455,260 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,347,637 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08900 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,953,937 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,465,453 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $32,453,420 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $35,252,990 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,799,570 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL HEALTH SYSTEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 E STATE ST | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SHARONREGIONAL.COM | WebsiteAddressTxt |
| State License | 196601 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | ACUTE CARE, REHAB, LT CARE & BEHAVIORAL HEALTH, ANCILLARY SV | OtherDesc |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.SHARONREGIONAL.COM | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | Yes (true) | AllNeedsAddressedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (true) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (true) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART V, SECTION B, LINE 3 | COMMUNITY INPUT: INTERVIEWS WITH 29 KEY INFORMANTS WERE CONDUCTED OVER A BRIEF TIME PERIOD IN FEBRUARY 2013. INFORMANTS WERE DETERMINED BASED ON THEIR A) SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, B) THEIR AFFILIATION WITH LOCAL GOVERNMENT, SCHOOLS AND INDUSTRY OR C) THEIR INVOLVEMENT WITH UNDERSERVED AND MINORITY POPULATIONS. COMMUNITY LEADERS PROVIDED COMMENTS ON THE FOLLOWING ISSUES: -HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE COMMUNITY -BARRIERS TO IMPROVING HEALTH AND QUALITY OF LIFE FOR RESIDENTS OF THE COMMUNITY -OPINIONS REGARDING THE IMPORTANT HEALTH ISSUES THAT AFFECT MERCER AND TRUMBULL COUNTY RESIDENTS AND THE TYPES OF SERVICES THAT ARE IMPORTANT FOR ADDRESSING THESE ISSUES -DELINEATION OF THE MOST IMPORTANT HEALTH CARE ISSUES OR SERVICES DISCUSSED AND ACTIONS NECESSARY FOR ADDRESSING THOSE ISSUES KEY INFORMANTS FROM THE COMMUNITY WORKED FOR THE FOLLOWING TYPES OF ORGANIZATIONS AND AGENCIES: -SOCIAL SERVICE AGENCIES -LOCAL SCHOOL SYSTEM AND COMMUNITY COLLEGE -LOCAL CITY AND COUNTY GOVERNMENT -PUBLIC HEALTH AGENCIES -INDUSTRY -FAITH COMMUNITY -MEDICAL PROVIDERS THE HOSPITAL ALSO CIRCULATED COMMUNITY HEALTH INPUT QUESTIONNAIRES, IN ORDER TO GATHER BROAD COMMUNITY INPUT REGARDING HEALTH ISSUES. THE INPUT PROCESS WAS LAUNCHED ON DECEMBER 12, 2012, AND WAS CLOSED ON MARCH 5, 2013. A WEB-BASED TOOL, QUESTION PRO, WAS UTILIZED TO CONDUCT THE COMMUNITY INPUT PROCESS. PAPER QUESTIONNAIRES, WHICH WERE IDENTICAL TO THE ELECTRONIC QUESTIONNAIRE, WERE ALSO DISTRIBUTED TO POPULATIONS WHO MAY NOT HAVE ACCESS TO THE INTERNET OR GENERATIONALLY ARE MORE LIKELY TO COMPLETE A PAPER QUESTIONNAIRE. ELECTRONIC AND PAPER QUESTIONNAIRES WERE CIRCULATED TO THE RESIDENTS OF THE COMMUNITY. THERE WERE 180 QUESTIONNAIRES COMPLETED AND RETURNED. |
| SCHEDULE H, PART V, SECTION B, LINE 6 | IMPLEMENTATION STRATEGY: IN RESPONSE TO THE RESULTS OF SHARON REGIONAL HEALTH SYSTEM'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT, THE ORGANIZATION ADOPTED AN IMPLEMENTATION STRATEGY. THE IMPLEMENTATION STRATEGY CAN BE FOUND AT THE FOLLOWING URL, UNDER THE LINK FOR IMPLEMENTATION STRATEGY: http://www.sharonregional.com/ |
| SCHEDULE H, PART V, SECTION B, LINE 7 | ADDRESSING IDENTIFIED NEEDS: THE ACCUMULATED DATA FROM THE CHNA WAS ANALYZED AND REVIEWED TO IDENTIFY HEALTH ISSUES OF UNINSURED PERSONS, LOW-INCOME PERSONS, AND MINORITY GROUPS ALONG WITH THE COMMUNITY AS A WHOLE. HEALTH NEEDS WERE PRIORITIZED BASED ON A METHOD THAT WEIGHED: 1) THE ABILITY OF THE HEALTH SYSTEM TO EVALUATE AND MEASURE OUTCOMES; 2) HOW MANY PEOPLE ARE AFFECTED BY THE ISSUE OR SIZE OF THE ISSUE; 3) WHAT ARE THE CONSEQUENCES OF NOT ADDRESSING THIS PROBLEM; 4) PREVALENCE OF COMMON THEMES; AND 5) THE ABILITY OF THE HEALTH SYSTEM TO IMPACT CHANGE. HEALTH SYSTEM LEADERS DISCUSSED THE RESULTS OF THE EVALUATION AND SELECTED HEALTH PRIORITIES. PARTICIPANTS WERE GIVEN THE OPPORTUNITY TO REVISE RANKINGS AND DEBATE ISSUES UNTIL A CONSENSUS WAS REACHED ON A COMPOSITE RANKING OF HEALTH ISSUES AND THE ISSUES WITH THE HIGHEST RANKINGS WERE IDENTIFIED AND ADDRESSED. |
| SCHEDULE H, PART V, SECTION B, LINE 18E | EFFORTS TO DETERMINE PATIENT ELIGIBILITY UNDER THE FACIILTY'S FAP: SHARON REGIONAL HEALTH SYSTEM ALSO HAS FINANCIAL COUNSELORS WHO MEET WITH UNINSURED PATIENTS AND OTHERS UPON REQUEST. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 15 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (15 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| CANCER CARE CENTER | ||||
| 2320 HIGHLAND RD | HERMITAGE | PA | 16148 | RADIATION & MEDICAL ONCOLOGY SERVICES |
| CORPORATE HEALTH SERVICES | ||||
| 295 N KERRWOOD DRIVE | HERMITAGE | PA | 16148 | OCCUPATIONAL MEDICINE |
| DIABETES CENTER | ||||
| 2395 GARDEN WAY | HERMITAGE | PA | 16148 | DIABETES EDUCATION AND TREATMENT |
| GREENVILLE BEHAVIORAL HEALTH | ||||
| 348 MAIN ST | GREENVILLE | PA | 16125 | OUTPATIENT MENTAL HEALTH SERVICES |
| HERMITAGE BEHAVIORAL HEALTH | ||||
| 2375 GARDEN WAY | HERMITAGE | PA | 16148 | OUTPATIENT MENTAL HEALTH SERVICES |
| HERMITAGE DIAGNOSTIC CENTER | ||||
| 2435 GARDEN WAY | HERMITAGE | PA | 16148 | DIAGNOSTIC TESTING AND COMMUNITY EDUCATION |
| HERMITAGE WRAPAROUND | ||||
| 2500 HIGHLAND AVE | HERMITAGE | PA | 16148 | OUTPATIENT MENTAL HEALTH SERVICES |
| HOME HEALTH AGENCY | ||||
| 663 E STATE ST | SHARON | PA | 16146 | HOME CARE SERVICES |
| LAWRENCE CO WRAPAROUND | ||||
| 125 E NORTH ST | NEW CASTLE | PA | 16101 | OUTPATIENT MENTAL HEALTH SERVICES |
| MERCER FAMILY MEDICINE CENTER | ||||
| 551 GREENVILLE RD | MERCER | PA | 16137 | DIAGNOSTIC TESTING AND COMMUNITY EDUCATION |
| OUTPATIENT REHAB CENTER | ||||
| 2380 HIGHLAND ROAD | HERMITAGE | PA | 16148 | OUTPATIENT THERAPY SERVICES |
| WOUND CARE CENTER | ||||
| 2425 GARDEN WAY | HERMITAGE | PA | 16148 | WOUND CARE |
| HUBBARD DIAGNOSTIC | ||||
| 890 W LIBERTY ST A | HUBBARD | OH | 44425 | DIAGNOSTIC TESTING AND COMMUNITY EDUCATION |
| BROOKFIELD FAMILY MED | ||||
| 7264 WARREN-SHARON RD | BROOKFIELD | OH | 44403 | OUTPATIENT THERAPY SERVICES |
| NESHANNOCK DIAGNOSTIC CENTER | ||||
| 2915 WILMINGTON RD | NEW CASTLE | PA | 16101 | DIAGNOSTIC TESTING AND COMMUNITY EDUCATION |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 7, COLUMN F | PERCENT OF TOTAL EXPENSE: TO ARRIVE AT THE PERCENT OF TOTAL EXPENSES, THE DENOMINATOR WHICH EQUALS TOTAL OPERATING EXPENSES PER PART IX, LINE 25 OF THE FORM 990, WAS REDUCED BY BAD DEBT EXPENSE OF $1,953,937. |
| SCHEDULE H, PART I, LINE 7 | COSTING METHODOLOGY: THE COST TO CHARGE RATIO CALCULATED ON IRS WORKSHEET 2 WAS USED IN THE CALCULATION OF COST ON IRS WORKSHEETS 1 AND 3. |
| SCHEDULE H, PART III, SECTION A, LINE 2 | BAD DEBT EXPENSE: LINE 2 IS REPORTED AS THE TOTAL BAD DEBT EXPENSE PER THE AUDIT REPORT. |
| SCHEDULE H, PART III, SECTION A, LINE 3 | BAD DEBT ATTRIBUTABLE TO CHARITY CARE: BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED USING PRESUMPTIVE CHARITY STANDARDS WHICH SCORED ACCOUNTS AS CHARITY INSTEAD OF BAD DEBT. THE ACTUAL RESULTS OF THIS SCORING INDICATE THAT 75% OF BAD DEBT SHOULD BE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY. |
| SCHEDULE H, PART III, SECTION A, LINE 4 | BAD DEBT EXPENSE FOOTNOTE: THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THEY DO, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE. THAT FOOTNOTE READS AS FOLLOWS: THE HEALTH SYSTEM REPORTS PATIENT ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS AND OTHERS. THE HEALTH SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THE HEALTH SYSTEM BILLS THIRD-PARTY PAYERS DIRECTLY AND BILLS THE PATIENT WHEN THE PATIENT'S LIABILITY IS DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE DUE IN FULL WHEN BILLED. ACCOUNTS ARE CONSIDERED DELINQUENT AND SUBSEQUENTLY WRITTEN OFF AS BAD DEBTS BASED ON INDIVIDUAL CREDIT EVALUATION AND SPECIFIC CIRCUMSTANCES OF THE ACCOUNT. |
| SCHEDULE H, PART III, SECTION B, LINE 8 | COMMUNITY BENEFIT: SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX-EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY. |
| SCHEDULE H, PART III, SECTION C, LINE 9B | COLLECTION POLICY: PATIENTS WHO HAVE ALREADY BEEN APPROVED FOR CHARITY ARE APPROVED FOR SERVICES FOR THE NEXT 6 MONTHS AT THE APPROVED CHARITY OR DISCOUNT RATE FOR ANY ADDITIONAL SERVICES THAT HAVE BEEN IDENTIFIED AS PATIENT RESPONSIBILITY BY THEIR INSURANCE CARRIER OR OUR UNINSURED DURING THAT TIME. IF IDENTIFIED PRIOR TO THE BILL BEING SENT OUT, THE ACCOUNT IS WRITTEN DOWN AT THE TIME OF IDENTIFICATION AND THE PATIENT IS NOTIFIED. |
| SCHEDULE H, PART VI, LINE 2 | NEEDS ASSESSMENT: SHARON REGIONAL CONDUCTS A CONSUMER RESEARCH STUDY EVERY SEVERAL YEARS THROUGH HEALTHSTREAM RESEARCH, AND ONE OF THE QUESTIONS ASKS AREA RESIDENTS IF ANYONE IN THEIR HOUSEHOLD IS LOOKING FOR A DOCTOR, AND IF SO, IN WHAT SPECIALTY. IN ADDITION, EVALUATION FORMS USED AT ALL COMMUNITY EDUCATION PROGRAMS ASK ABOUT HEALTH/MEDICAL TOPICS IN WHICH MORE INFORMATION IS DESIRED. HEALTH NEEDS ARE ALSO OBTAINED FROM THE MERCER COUNTY HEALTH PROFILE FROM THE PA DEPARTMENT OF HEALTH. A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT WAS CONDUCTED FOR FISCAL YEAR ENDING 6/30/13. |
| SCHEDULE H, PART VI, LINE 3 | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: THE HEALTH SYSTEM'S CHARITY CARE POLICY IS READILY AVAILABLE IN PATIENT LITERATURE DISTRIBUTED AT ADMISSION, ON COPIES OF INVOICES SENT TO PATIENTS, ON THE SHARON REGIONAL WEBSITE, AND THROUGH OTHER AREAS. SHARON REGIONAL HAS FINANCIAL COUNSELORS AVAILABLE TO ASSIST PATIENTS AND FAMILY MEMBERS EXPLORE ELIGIBILITY FOR CHARITY CARE AS WELL AS ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS. |
| SCHEDULE H, PART VI, LINE 4 | COMMUNITY INFORMATION: THE MAJORITY OF PATIENTS WHO UTILIZE SHARON REGIONAL LIVE IN A NUMBER OF COMMUNITIES LOCATED IN MERCER COUNTY, PA, WITH A SMALL SEGMENT COMING FROM LAWRENCE COUNTY AND OTHER AREAS IN PENNSYLVANIA, ALONG WITH EASTERN TRUMBULL/MAHONING COUNTIES IN OHIO. MERCER COUNTY'S POPULATION IN 2010 WAS 116,638 (52% URBAN, 48% RURAL), AND CONSISTED OF 91.0% WHITE NON-HISPANIC, 5.8% BLACK, 1.1% HISPANIC, AND 1.5% TWO OR MORE RACES. THE POPULATION IS 51% FEMALE AND 49% MALE, WITH A MEDIAN AGE OF 42.8 YEARS. AVERAGE HOUSEHOLD SIZE IS 2.35 PEOPLE AND ESTIMATED MEDIAN HOUSEHOLD INCOME IN 2010 WAS $42,573 WITH 13.2% OF RESIDENTS WITH INCOME BELOW THE POVERTY LEVEL. |
| SCHEDULE H, PART VI, LINE 5 | PROMOTION OF COMMUNITY HEALTH: SHARON REGIONAL'S COMMUNITY OUTREACH DEPARTMENT IS ACTIVELY INVOLVED IN COMMUNITY EDUCATION EFFORTS AND HOSTS A WIDE SELECTION OF HEALTH EDUCATION PROGRAMS, SCREENINGS, AND EVENTS BOTH AT VARIOUS HEALTH SYSTEM LOCATIONS AND AT A NUMBER OF COMMUNITY LOCATIONS INCLUDING SCHOOLS, BUSINESSES, AND HOUSING PROJECTS. ACTIVITIES INCLUDE HEALTH FAIRS, EDUCATION PROGRAMS, CPR TRAINING, SPECIFIC SCREENINGS, AND MORE. |
| OTHER INFORMATION: | STRATEGIC LEADERSHIP AND DIRECTION FOR SHARON REGIONAL IS PROVIDED BY A VOLUNTARY BOARD OF DIRECTORS CONSISTING OF COMMUNITY LEADERS WHO MAKE HEALTH CARE DECISIONS BASED ON MEETING THE COMMUNITY'S HEALTH CARE NEEDS. |
| SCHEDULE H, PART VI, LINE 6 | AFFILIATED HEALTH CARE SYSTEM: SHARON REGIONAL HEALTH SYSTEM AND ITS WHOLLY OWNED SUBSIDIARIES SHARON REGIONAL PHYSICIAN SERVICES AND SHARON REGIONAL HEALTH FOUNDATION, OPERATE AN ACUTE CARE HOSPITAL FACILITY IN SHARON, PENNSYLVANIA. THE HEALTH SYSTEM PRIMARILY EARNS REVENUES BY PROVIDING INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES TO PATIENTS IN SHARON, PENNSYLVANIA, AND THE SURROUNDING AREA. THE HEALTH SYSTEM ALSO OPERATES A HOME HEALTH AGENCY AND A NUMBER OF PHYSICIAN CLINICS IN THE SAME GEOGRAPHIC AREA. THE SHARON REGIONAL HEALTH SYSTEM FOUNDATION WAS FORMED IN 2013 TO PROVIDE FUNDRAISING ACTIVITIES TO BENEFIT THE HEALTH SYSTEM. EFFECTIVE APRIL 1, 2014, SHARON REGIONAL HEALTH SYSTEM SOLD SUBSTANTIALLY ALL OF ITS ASSETS TO SHARON PENNSYLVANIA HOLDINGS, LLC, A COMMUNITY HEALTH SYSTEMS AFFILIATE. THE SELLER IS NOW KNOWN AS CHRISTIAN H. BUHL LEGACY TRUST, WITH THE BUYER HAVING ACQUIRED THE RIGHT TO OPERATE UNDER THE NAME SHARON REGIONAL HEALTH SYSTEM. THE TRANSACTION WAS STRICTLY AN ASSET SALE; THERE WAS NO MERGER AND IS NO SUCCESSOR. BEGINNING APRIL 1, 2014, SHARON PENNSYLVANIA HOLDINGS, LLC, WILL OPERATE THE HOSPITAL AND NON-HOSPITAL FACILITIES REPORTED ON THIS RETURN. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 JANOSO JR | ||||||||||||||
| PRES & CEO/BRD MBR 12/12-4/14 | $383,504 | $0 | $62,919 | $0 | $13,398 | $0 | $184,500 | $0 | $17,541 | $0 | $661,862 | $0 | $0 | $0 |
| MATTHEW LIBURDI | ||||||||||||||
| VICE PRESIDENT | $174,100 | $0 | $5,877 | $0 | $1,249 | $0 | $4,634 | $0 | $18,261 | $0 | $204,121 | $0 | $0 | $0 |
| LISA BERTOLASIO | ||||||||||||||
| VP PATIENT CARE & CNO | $139,882 | $0 | $4,833 | $0 | $16,244 | $0 | $0 | $0 | $21,162 | $0 | $182,121 | $0 | $1,208 | $0 |
| JEFFREY A CHROBAK | ||||||||||||||
| VICE PRESIDENT/CFO | $200,104 | $0 | $6,720 | $0 | $1,440 | $0 | $0 | $0 | $17,541 | $0 | $225,805 | $0 | $0 | $0 |
| JOSE SANTIAGO | ||||||||||||||
| PSYCHIATRIST | $255,489 | $0 | $3,500 | $0 | $1,060 | $0 | $0 | $0 | $31,030 | $0 | $291,079 | $0 | $0 | $0 |
| SCOTT MORGAN | ||||||||||||||
| FAMILY MEDICINE | $195,712 | $0 | $85,809 | $0 | $213 | $0 | $0 | $0 | $17,241 | $0 | $298,975 | $0 | $0 | $0 |
| STEVEN RIGGALL | ||||||||||||||
| PSYCHIATRIST | $290,419 | $0 | $96,083 | $0 | $1,584 | $0 | $0 | $0 | $17,982 | $0 | $406,068 | $0 | $0 | $0 |
| JAMIE ADAM | ||||||||||||||
| PATHOLOGIST | $358,527 | $0 | $0 | $0 | $15,831 | $0 | $0 | $0 | $18,544 | $0 | $392,902 | $0 | $0 | $0 |
| LINDE FINSRUD WILSON | ||||||||||||||
| FORMER PRESIDENT & CEO | $0 | $0 | $0 | $0 | $423,212 | $0 | $0 | $0 | $18,864 | $0 | $442,076 | $0 | $0 | $0 |
| JOHN DAVIDSON | ||||||||||||||
| VICE PRESIDENT | $157,255 | $0 | $5,332 | $0 | $1,589 | $0 | $0 | $0 | $18,741 | $0 | $182,917 | $0 | $0 | $0 |
| DAVID LUCAS | ||||||||||||||
| PATHOLIGIST | $239,865 | $0 | $0 | $0 | $4,873 | $0 | $0 | $0 | $8,454 | $0 | $253,192 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | CLUB DUES: DURING THE FISCAL YEAR, THE ORGANIZATION PAID FAMILY SOCIAL MEMBERSHIPS FOR JEFFREY CHROBAK, JOHN JANOSO JR., MATTHEW LIBURDI, AND JOHN DAVIDSON. THE AMOUNT PAID WAS INCLUDED IN TAXABLE WAGES. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENTS: LINDE FINSRUD WILSON RECEIVED A SEVERANCE PAYMENT OF $432,212 DURING CALENDAR YEAR 2013. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III). |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO PROVIDE A MARKET COMPETITIVE SUPPLEMENTAL RETIREMENT BENEFIT TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN DURING THE FISCAL YEAR: JEFFREY CHROBAK, JOHN JANOSO JR., JOHN DAVIDSON, LISA BERTOLASIO AND MATTHEW LIBURDI. THE FOLLOWING AMOUNTS WERE ACCRUED DURING THE YEAR: JOHN JANOSO JR. $184,500 MATTHEW LIBURDI $ 4,634 LISA BERTOLASIO RECEIVED A DISTRIBUTION DURING THE YEAR OF $15,754, OF WHICH $1,208 WAS REPORTED IN PREVIOUS 990S. COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. THIS APPLIES TO THE SERP AMOUNT DISTRIBUTED TO LISA BERTOLASIO AND IS REPORTED IN SCHEDULE J, PART II, COLUMN F. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF PENNSYLVANIA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V. | RelationshipDescriptionTxt |
| Transaction | $340,515 | TransactionAmt |
| Transaction | INTEREST, FEES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN B | FormAndLineReferenceDesc |
| Explanation | (1) BOARD MEMBERS KENNETH JAMES, WILLIAM STRIMBU, AND STEPHEN GURGOVITS ARE BOARD MEMBERS OF FIRST NATIONAL BANK OF PENNSYLVANIA. THESE AMOUNTS ARE VOLUNTARILY REPORTED AS THEY ARE BELOW THE SCHEDULE L REPORTING THRESHOLDS: -ROBERT JAZWINSKI IS THE OWNER OF JFS WEALTH ADVISORS, OF WHICH THE ORGANIZATION PAID $36,000 FOR INVESTMENT PURPOSES. -WILLIAM STRIMBU'S WIFE IS COMPENSATED BY A RELATED ORGANIZATION, CHBLT SUBSIDIARY CO., F/K/A SHARON REGIONAL PHYSICIAN SERVICES. TOTAL COMPENSATION PAID WAS $5,664. -HUDSON HOLDING COMPANY AND KERRWOOD INVESTMENTS ARE OWNED MORE THAN 35% BY BOARD MEMBER JOHN HUDSON. TOTAL RENT PAYMENTS DURING THE YEAR WERE $99,439. -PBL ASSOCIATES, LP, IS OWNED MORE THAN 35% BY A FAMILY MEMBER OF BOARD MEMBER JOHN HUDSON. TOTAL RENT PAYMENTS DURING THE YEAR WERE $92,452. | ExplanationTxt |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail (6 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| CASH | 2014-04-01 | $3,275 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 370676325 | LLC |
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| OTHER RECEIVABLES | 2014-04-01 | $335,939 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 37067 | LLC |
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| INVENTORIES | 2014-04-01 | $3,579,657 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 37067 | LLC |
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| FIXED ASSETS | 2014-04-01 | $59,971,543 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 37067 | LLC |
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| PREPAIDS & OTHER ASSETS | 2014-04-01 | $3,942,747 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 37067 | LLC |
| SHARON PENNSYLVANIA HOLDINGS LLC | |||||||||
| GOODWILL | 2014-04-01 | $8,338,842 | PURCH. PRICE ALLOCATION | 464257540 | 4000 MERIDIAN BLVD FRANKLIN TN 37 | FRANKLIN | TN | 37067 | LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (true) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE N, PART II, LINE 1 | LIABILITIES ASSUMED IN PURCHASE AGREEMENT: THE FOLLOWING LIABILITIES WERE ASSUMED BY SHARON PENNSYLVANIA HOLDINGS, LLC: CAPITAL LEASE OBLIGATIONS, ACCRUED PAYROLL, ACCRUED VACATION, ACCRUED SICK TIME AND ALL OTHER LIABILITIES RELATED TO EMPLOYMENT COSTS. |
| SCHEDULE N, PART II, LINE 2A | DIRECTORS OF THE PURCHASING ENTITY: THE FOLLOWING BOARD MEMBERS OF CHRISTIAN H. BUHL LEGACY TRUST NOW SERVE ON THE BOARD OF SHARON PENNSYLVANIA HOLDINGS, LLC OR ONE OF ITS RELATED PARTIES: - JAMES E FEENEY - JAMES EPSTEIN - CLOYD BRENNEMAN - MARY ODEM - ANGELA PALUMBO - WILLIAM PERRINE - KAREN WINNER SED - DAVID D'AMORE |
| SCHEDULE N, PART II, LINE 2B | EMPLOYEES OF THE PURCHASING ENTITY: AS OF APRIL 1, 2014, AS PART OF THE TERMS OF THE PURCHASE AGREEMENT, ALL EMPLOYEES OF CHRISTIAN H. BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, BECAME EMPLOYEES OF THE PURCHASING ENTITY. THIS INCLUDES ALL OFFICERS AND EMPLOYEES LISTED ON PART VII OF THE FORM 990. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ORGANIZATION'S MISSION: VISION STATEMENT CHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, WILL CONTINUE TO BE THE LEADING HEALTH CARE SERVICES PROVIDER WITHIN THE SHENANGO VALLEY AND SURROUNDING COMMUNITIES. THIS WILL BE ACCOMPLISHED THROUGH: -STRIVING TO CONTINUOUSLY UPHOLD AND IMPROVE THE QUALITY OF CARE. -PROVIDING A COMPREHENSIVE ARRAY OF SERVICES. -OPERATING IN A FISCALLY RESPONSIBLE MANNER MAINTAINING VIABILITY AND INDEPENDENCE. -MAINTAINING A QUALIFIED STAFF OF EMPLOYEES AND PHYSICIANS. -EDUCATING THE PUBLIC ON PREVENTATIVE HEALTH CARE AND WELLNESS. VALUE STATEMENT WE BELIEVE IN: -PROVIDING CARE TO OUR PATIENTS THAT STRESSES QUALITY, COMPASSION, AND RESPECT THROUGH COLLABORATIVE RELATIONSHIPS. -UNITING THE EFFORTS OF EMPLOYEES, PHYSICIANS, VOLUNTEERS, AND STUDENTS TO SERVE THE COMMUNITY. -MAINTAINING THE HIGHEST ETHICAL STANDARDS. |
| FORM 990, PART III, LINE 3 | SIGNIFICANT CHANGES IN PROGRAM SERVICES: SHARON REGIONAL HEALTH SYSTEM SOLD SUBSTANTIALLY ALL OF ITS ASSETS TO SHARON PENNSYLVANIA HOLDINGS, LLC, A COMMUNITY HEALTH SYSTEMS AFFILIATE ON APRIL 1, 2014. THE SELLER IS NOW KNOWN AS CHRISTIAN H. BUHL LEGACY TRUST, WITH THE BUYER HAVING ACQUIRED THE RIGHT TO OPERATE UNDER THE NAME SHARON REGIONAL HEALTH SYSTEM. THE TRANSACTION WAS STRICTLY AN ASSET SALE; THERE WAS NO MERGER AND IS NO SUCCESSOR. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACTIVITY #1: FACILITIES UTILIZED BY SHARON REGIONAL OUTPATIENTS INCLUDE THOSE ON THE MAIN CAMPUS IN SHARON (HOSPITAL, HOME HEALTH AGENCY, INTERVENTIONAL PAIN MANAGEMENT CENTER, AND SLEEP MEDICINE CENTER); THOSE IN THE SHARON REGIONAL MEDICAL PARK IN HERMITAGE (ADVANCED WOUND RECOVERY CENTER, BEHAVIORAL HEALTH SERVICES, CANCER CARE CENTER, HOSPICE, CORPORATE HEALTH SERVICES, DIABETES CENTER, DIAGNOSTIC & IMAGING CENTER, EAR/NOSE/THROAT AND HEARING CENTER, HERMITAGE THERAPEUTIC POOL, SPORTS MEDICINE SERVICES, AND REHAB CENTER); PLUS THOSE IN OTHER COMMUNITY LOCATIONS (MERCER FAMILY MEDICINE CENTER, GREENVILLE BEHAVIORAL HEALTH SERVICES, BROOKFIELD FAMILY MEDICINE CENTER, AND HUBBARD DIAGNOSTIC & SPECIALTY CENTER). THE EMERGENCY CARE CENTER OF SRHS IS THE MOST ADVANCED MEDICAL FACILITY IN MERCER COUNTY. THE EMERGENCY CARE CENTER DEPARTMENT RECENTLY PARTNERED WITH AREA AMBULANCE FIRMS TO PROVIDE THE CAPABILITY FOR THE TRANSMISSION OF 12-LEAD EKG RESULTS FROM THE FIELD DIRECTLY INTO THE EMERGENCY DEPARTMENT TO ACTIVATE THE EMERGENCY HEART ATTACK TEAM TO PRODUCE EVEN FASTER DOOR-TO-BALLOON TIMES. SHARON REGIONAL IS RECOGNIZED BY EMMCO WEST, INC AS THE ONLY STEMI HOSPITAL (CAPABLE OF PERFORMING LIFESAVING EMERGENCY ANGIOPLASTY) IN A THREE COUNTY AREA. IN ADDITION, THE EMERGENCY CARE CENTER OFFERS HIGHLY SPECIALIZED AREAS FOR THE TREATMENT OF TRAUMA, CHEST PAIN, ORTHOPEDIC PATIENTS, GYNECOLOGICAL CONDITIONS, PLUS A HAZARDOUS MATERIALS DECONTAMINATION ROOM. THE CENTER ALSO OFFERS EXPRESS CARE FOR THE FASTER TREATMENT OF MINOR ILLNESSES AND INJURIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | OFFICER RELATIONSHIPS: WILLIAM STRIMBU, KENNETH JAMES, AND STEPHEN GURGOVITS HAVE A BUSINESS RELATIONSHIP. ADDITIONALLY, DAVID D'AMORE AND CAROLYN D'AMORE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF THE FORM 990: THE FORM 990 IS PREPARED BY INDEPENDENT TAX ADVISORS WITH INFORMATION SUPPLIED BY THE CHIEF FINANCIAL OFFICER, DIRECTOR OF FINANCE AND OTHER FINANCIAL MANAGERS, AND LEGAL COUNSEL. THE PREPARED 990 IS SUBMITTED FOR INTERNAL REVIEW BEFORE FILING. ADDITIONALLY, THE BOARD WAS PROVIDED A COPY OF THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS OF CHRISTIAN H. BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, MAINTAINS A WRITTEN POLICY DEFINING CONFLICT OF INTERESTS OF ITS DIRECTORS AND OFFICERS. ALL NEW DIRECTORS AND OFFICERS ARE ORIENTED TO THIS POLICY. ANNUALLY, THE OFFICERS AND THE MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE POLICIES AND EACH DIRECTOR AND OFFICER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE. THE CHAIRMAN OF THE BOARD OF DIRECTORS REVIEWS ALL RESPONSES, CONSULTS WITH LEGAL COUNSEL, AND PROVIDES THE QUESTIONNAIRES TO SHARON REGIONAL'S AUDITORS. THE CHAIRMAN CONSIDERS COMMITTEE MEMBERSHIP AND RECUSAL FROM DISCUSSION AND VOTES IN LIGHT OF POTENTIAL CONFLICTS AND BOARD MEMBERS ROUTINELY VOLUNTARILY RECUSE THEMSELVES EVEN IF THE CONFLICT IS ONLY PERCEIVED. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | COMPENSATION DETERMINATION: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS THE COMPENSATION OF THE OFFICERS OF CHRISTIAN H. BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, AND THE BOARD OF DIRECTORS APPROVES THESE RECOMMENDATIONS ANNUALLY. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS WHO HAVE NO INTEREST WITH THE OFFICERS. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT TO REVIEW MARKET DATA AND ESTABLISH COMPENSATION RANGES FOR EACH OFFICER IN COMPARISON WITH SIMILAR EXECUTIVE POSITIONS AT SIMILARLY SIZED HOSPITALS AND HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND ACCEPTS THE PERFORMANCE REVIEWS CONDUCTED BY THE CHIEF EXECUTIVE OFFICER OF THE OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE: THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE WHEN IT IS LEGALLY REQUIRED. |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: THE BREAK OUT FOR OTHER FEES FOR SERVICES IS AS FOLLOWS: $ 973,668 COLLECTION FEES 403,048 LAUNDRY FEES 457,593 LABORATORY FEES 555,962 PSYCHIATRIC PRACTICE FEES 632,693 TRANSCRIPTION FEES 594,975 RADIOLOGY FEES 1,501,214 CONTRACTED STAFFING 1,327,171 ONCOLOGY FEES 811,496 EMERGENCY CARE CENTER FEES 1,180,358 OTHER PURCHASED SERVICES 971,190 CERNER FEES 917,537 MAINTENANCE CONTRACTS 1,307,004 ANESTHESIA FEES 1,648,467 CONSULTING FEES 2,658,028 OTHER MISCELLANEOUS FEES ------------ $ 15,940,404 TOTAL OTHER FEES FOR SERVICES |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: $ ( 9,558,583) NET LOSS OF TAX-EXEMPT AFFILIATE (15,555,081) CHANGE IN DEFINED BENEFIT PLANS -------------- $ (25,113,664) TOTAL OTHER CHANGE IN NET ASSETS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CHBLT SUBSIDIARY CO | ||||||||||
| 7 WEST STATE STREET | SHARON | PA | 16146 | 251640802 | PHYS PRACTICE | PA | 501(C)(3) | 9 | CHBLT | Yes (true) |
| SHARON REGIONAL HEALTH FOUNDATION | ||||||||||
| 19 JEFFERSON AVE PO BOX 949 | SHARON | PA | 16146 | 455247666 | SUPPORT | PA | 501(C)(3) | 7 | CHBLT | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATWOOD COMMONS CONDO ASSOCIATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 E STATE ST | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251678608 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRHS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$6,337 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,777 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.77650 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | 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 | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHBLT SUBSIDIARY CO (FKA SR PHYS SVCS) | ||
| A/J | $56,574 | FMV |
| CHBLT SUBSIDIARY CO (FKA SR PHYS SVCS) | ||
| O | $99,750 | FMV |