UPMC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UPMC (EIN 23-2743470)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-03
- IRS object ID
- 201341239349300514
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T06:26:44-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E St Louis St | AddressLine1 |
| City | Springfield | City |
| State | MO | State |
| ZIP Code | 658062523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232743470 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susquehanna Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUSQ | NameControl |
| Phone | 5703207900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Grampian Boulevard | AddressLine1 |
| City | Williamsport | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles J Santangelo | Name |
| Title | Executive Vice President/CFO | Title |
| Phone | 5703213171 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Todd | Name |
| PTIN | P00422601 | PTIN |
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Steven P Johnson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 High Street | AddressLine1 |
| City | Williamsport | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51218816 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.susquehannahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SHF provides fundraising, investment, and financial support to the Susquehanna Health System. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1225485 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2519319 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 492385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 402048 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6974 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10935 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1724844 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2932302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 214315 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3973702 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 317626 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 438952 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 433206 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 369133 | OtherExpensePriorYear |
| Other Expenses Current Year | 420460 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 901074 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4833114 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 823770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1900812 | RevenuesLessExpensesCY |
| Total Assets BOY | 17169215 | TotalAssetsBOY |
| Total Assets EOY | 14916858 | TotalAssetsEOY |
| Total Liabilities BOY | 220473 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 199716 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16948742 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14717142 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SHF is a subsidiary of SHS. The mission of SHS and affiliates is as follows: Our Mission - to extend God's healing love by improving the health of those we serve. Our Vision - to become a world-class health system. Our Values - putting patients first, sharing ownership and being servant leaders. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4249045 | Expense |
| Grants | 3973702 | Grants |
| Revenue | 6447 | Revenue |
| Description | SHF is organized and operated to carry out the charitable health care mission of the Supported Organizations which include: The Williamsport Hospital, Divine Providence Hospital of the Sisters of Christian Charity, Muncy Valley Hospital, and Susquehanna Physician Services. ld, use, maintain, lease, donate, pledge, encumber, sell, convey and otherwise dispose of all such property in the furtherance of the objectives and purposes of this Corporation. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHF also is operated to solicit and raise funds and endowments, and to receive by way of gift, purchase, grant, devise, will or otherwise, property, real, personal or mixed, and to hold, use, maintain, lease, donate, pledge, encumber, sell, convey and otherwise dispose of all such property in the futherance of the objectives and purposes of this Corporation. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4249045 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susquehanna Health Finance Departme | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5703207900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 Grampian Blvd | AddressLine1 |
| City | Williamsport | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| John M Young | |||||||
| Chairperson | 1.00 | X | X | 0 | 0 | 0 | |
| Donna L Bastian | |||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Rodney N Bailey | |||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 | |
| John C Becker MD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Steven P Johnson | |||||||
| President/CEO | 1.00 | X | X | 0 | 635348 | 96200 | |
| John C Lundy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Timothy J Crotty | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Douglas Doherty | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mary C Fish | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Roger D Jarrett | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Stephen D Keener | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Keith Kuzio | |||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |
| Lynda Livingston | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard L Michael | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Geneva Peck | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Paul Rooney | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Marvin H Staiman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Robert P Crockett | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Paul E Heise | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Barbara Hudock | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mark A Huffman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Allen Kiessling | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joseph L Reighard | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jerry Wertz | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Charles J Santangelo | |||||||
| Exec VP/CFO | 1.00 | X | 0 | 317516 | 27276 | ||
| Neil G Armstrong | |||||||
| Exec VP/COO | 1.00 | 0 | 271346 | 25747 | X | ||
| George A Manchester MD | |||||||
| Exec VP/CMO | 1.00 | 0 | 314240 | 34427 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1538450 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 183650 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 119720 | FundraisingEvents |
| Related Organizations | 56622 | RelatedOrganizations |
| All Other Contributions | 2342977 | AllOtherContributions |
| Total Contributions | 2519319 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157178 | TotalRevenueColumn |
| Exclusion | $157,178 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48457180 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48212310 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 244870 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244870 | TotalRevenueColumn |
| Exclusion | $244,870 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 78692 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 119720 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 74204 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4488 | TotalRevenueColumn |
| Exclusion | $4,488 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous other in | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6447 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6447 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6447 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2932302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6447 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $406,536 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3973702 | Total |
| Program Services | 3973702 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362335 | Total |
| Program Services | 144934 | ProgramServices |
| Fundraising | 217401 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10959 | Total |
| Program Services | 4384 | ProgramServices |
| Fundraising | 6575 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28493 | Total |
| Program Services | 11397 | ProgramServices |
| Fundraising | 17096 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37165 | Total |
| Program Services | 14866 | ProgramServices |
| Fundraising | 22299 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72246 | Total |
| Management And General | 72246 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35951 | Total |
| Management And General | 35951 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83448 | Total |
| Fundraising | 83448 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65299 | Total |
| Program Services | 26120 | ProgramServices |
| Fundraising | 39179 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65242 | Total |
| Management And General | 21977 | ManagementAndGeneral |
| Fundraising | 43265 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16998 | Total |
| Management And General | 16998 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26631 | Total |
| Program Services | 26631 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6572 | Total |
| Program Services | 2629 | ProgramServices |
| Fundraising | 3943 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2781 | Total |
| Program Services | 2781 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8178 | Total |
| Program Services | 8178 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2411 | Total |
| Management And General | 2411 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280 | Total |
| Management And General | 1280 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Use of Funds-Misc Expen | Description |
| Total | 33423 | Total |
| Program Services | 33423 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4833114 | Total |
| Program Services | 4249045 | ProgramServices |
| Management And General | 150863 | ManagementAndGeneral |
| Fundraising | 433206 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5983553 | BOY |
| EOY | 5403020 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2499425 | BOY |
| EOY | 1117112 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203 | BOY |
| EOY | 12790 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6814 | BOY |
| EOY | 23323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 170853 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86905 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425 | BOY |
| EOY | 83948 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8555889 | BOY |
| EOY | 8145518 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122906 | BOY |
| EOY | 131147 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17169215 | BOY |
| EOY | 14916858 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63074 | BOY |
| EOY | 52030 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157399 | BOY |
| EOY | 147686 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220473 | BOY |
| EOY | 199716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7223273 | BOY |
| EOY | 6618642 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9720597 | BOY |
| EOY | 8093500 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4872 | BOY |
| EOY | 5000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16948742 | BOY |
| EOY | 14717142 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17169215 | BOY |
| EOY | 14916858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1900812 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -330788 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| Divine Providence Hospital of the Sisters of Christian Charity | |||
| 240799343 | 3 | 1 | $410,422 |
| Muncy Valley Hospital | |||
| 240806023 | 3 | 1 | $918,637 |
| The Williamsport Hospital & Medical Center | |||
| 240795508 | 3 | 1 | $2,641,310 |
| Susquehanna Physician Services | |||
| 232449454 | 3 | 1 | $3,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3973702 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4872 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 193 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5065 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 4750 | Contributions |
| Investment Earnings Or Losses | 122 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4872 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.98720 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01280 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170853 | OtherCostOrOtherBasis |
| Depreciation | 86905 | Depreciation |
| Book Value | 83948 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83948 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred Gift Annuities | $129,429 |
| Due to Affiliates | $18,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 147686 | TotalOfAmounts |
| Total Revenue | 2932302 | TotalRevenue |
| Total Expenses | 4833114 | TotalExpenses |
| Excess Or Deficit For Year | -1900812 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -256584 | NetUnrealizedGLOnInvestments |
| Other | -$74,204 | OtherAmount |
| Total Adjustments | -330788 | TotalAdjustments |
| Excess Or Deficit Per FS | -2231600 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2675718 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -256584 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -256584 | RevenueNotRptdF990 |
| Revenue Subtotal | 2932302 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2932302 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4907318 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 74204 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 74204 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4833114 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4833114 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Life's Work Award for Nursing Excellence Endowment Fund was created to provide an annual award to a deserving nurse who has been nominated by his/her peers. |
| Part XI, Line 8 - Other Adjustments: | Golf Tournament Fundraising Expenses -74,204. | |
| Part XIII Other includes: Golf tournament fundraising expenses of $74,204. Part X, Line 2 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SH Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 107690 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 74960 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32730 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 3807 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1061 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 24414 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2166 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Breast Health Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 47747 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 25160 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22587 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 549 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 14056 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 1370 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 42975 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 19600 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 23375 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 5978 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 13679 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3277 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 3847 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 198412 | GrossReceiptsTotal |
| Charitable Contributions Total | 119720 | CharitableContributionsTotal |
| Gross Revenue Total Events | 78692 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 3807 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 7588 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 52149 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 3277 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 7383 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 74204 | DirectExpenseSummaryEvents |
| Net Income Summary | 4488 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Divine Providence Hospital | |||||||
| 1100 Grampian Blvd | Williamsport | PA | 17701 | 240799343 | 501(c)(3) | 410422 | Used for construction and remodeling of the Divine Providence Hospital including Breast Health, Cancer Treatment, and Same Day Surgery. General expenses for the Cancer Treatment Center, Breast Health Center, Community Health Center, Gatehouse, and Home Care & Hospice. |
| The Williamsport Hospital | |||||||
| 777 Rural Ave | Williamsport | PA | 17701 | 240795508 | 501(c)(3) | 2641310 | Expenses for construction and remodeling of The Williamsport Hospital including the Inpatient Dialysis Center, Emergency Department. Equipment for the remodeled OB department and special education for nurses in the Birthplace department. |
| Muncy Valley Hospital | |||||||
| 215 E Water Street | Muncy | PA | 17756 | 240806023 | 501(c)(3) | 918637 | Used for construction and remodeling of the Muncy Valley Hospital including a new family visitation room in the Skilled Nursing Unit. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grantees are related organizations and part of the Susquehanna Health System with consistent management oversight ensuring the use of funds for charitable purposes. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven P Johnson | |||||||||||||
| 0 | 497213 | 0 | 123453 | 0 | 14682 | 0 | 77384 | 0 | 18816 | 0 | 731548 | 0 | 0 |
| Charles J Santangelo | |||||||||||||
| 0 | 292341 | 0 | 19176 | 0 | 5999 | 0 | 8850 | 0 | 18426 | 0 | 344792 | 0 | 0 |
| Neil G Armstrong | |||||||||||||
| 0 | 255796 | 0 | 12493 | 0 | 3057 | 0 | 14975 | 0 | 10772 | 0 | 297093 | 0 | 0 |
| George A Manchester MD | |||||||||||||
| 0 | 295318 | 0 | 15048 | 0 | 3874 | 0 | 12525 | 0 | 21902 | 0 | 348667 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 3 | The Williamsport Hospital EIN#24-0795508, a related organization, uses the following resources to establish the compensation of the top management officials: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board. |
| Part I, Line 4b | Susquehanna Health System EIN #23-2751183 maintains an unfunded deferred compensation plan for the purpose of providing supplemental retirement benefits for Steven P. Johnson. An annual book-entry is recorded consisting of an annual contribution plus interest earnings. For 2011, the amount was $64,859. |
| Part I, Line 6 | In order for the Leadership Team to participate in the annual Variable Compensation Incentive Program (VCIP), a minimum operating margin must be acheived for the most recently completed year on a consolidated system-level basis. Individual goals and objectives related to the VCIP may also include individual entity operating performance. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Susquehanna Health System 23-2751183 is a sole member of the governing body. | |
| Form 990, Part VI, Section A, line 7a | Susquehanna Health System 23-2751183 may elect or remove one or more board members to the governing body. | |
| Form 990, Part VI, Section A, line 7b | Susquehanna Health System 23-2751183, the sole member shall have exclusive authority to exercise the powers: To appoint and remove the President of the Corporation. To elect and remove, with or without cause, a Director of the Corporation. To determine or change the mission and to monitor and maintain the philosophy, goals and purposes for which the Corporation was formed and exists. To adopt, amend or repeal the Articles of Incorporation. To establish requirements for the approval of new capital debt, any increment to any existing capital debt, and/or any change in capital debt obligations of the Corporation. To establish requirements for the approval of the acquisition, purchase, sale, leasing outside the ordinary course of business, transfer outside the ordinary course of business or encumbrance outside the ordinary course of business of land or buildings and the construction or demolition of buildings owned by the Corporation. To require a certified audit of corporate funds at any time. To approve any guaranty of the indebtedness of any person, the granting of any security interest in or the creation of any encumbrance on any asset of the Corporation outside of the ordinary course of business, or any transfer of any asset of the Corporation outside the ordinary course of business, except transfers between or among affiliated corporations. To approve any merger, consolidation, organization, reorganization, joint venture or other modification of corporate structure or affiliations affecting the autonomy, governance, or operations of the Corporation. To dissolve or terminate the existence of the Corporation and determine the distribution of assets upon such termination or dissolution, as provided in these bylaws. To appoint annually the external fiscal auditor of the Corporation. To approve the nominees for elected officers of the Board of Directors of the Corporation, and to return the list of approved nominees to the Board of Directors for election. To remove any elected officer of the Corporation. To approve the annual capital and operating budget of the Corporation. | |
| Form 990, Part VI, Section B, line 11 | The IRS Form 990 was first reviewed by an independent accounting firm, then senior management, and then with the Board Members at a combined Susquehanna Health System Finance/Executive/and Audit/Compliance Committee meeting before filing electronically. | |
| Form 990, Part VI, Section B, line 12c | All members of the Board of Directors are required to submit a statement annually disclosing any conflict of interest that may arise. Requests for the annual form are distributed individually to each Board Member by the Office of the President and CEO. The CEO's executive assistant ensures that she receives a completed form from every Board Member. All Board Members agree to abstain when any issue involving the parties with conflicting interest is called to motion. | |
| The Board of Directors, through the Executive Compensation Committee, retains an independent outside consultant to provide guidance with respect to the annual establishment of the rebuttable presumption or reasonableness relative to executive compensation and benefits. The consultant annually provides detailed market information from its annual Executive Compensation Survey for Health Systems. In addition, other regional survey data is provided in order to supply the health system with a "national" picture of compensation. With this process established, the Executive Compensation Committee takes the proper steps to educate the Board of Directors to understand all of the above-mentioned oversight and to appropriately prepare them for community or media inquiry. In addition, the Board is made aware of the Form 990 and its role in the communication of information to the public. | ||
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to members of the public who request them. They would be produced by the Corporate Office. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -256,584. Golf Tournament Fundraising Expenses -74,204. Total to Form 990, Part XI, Line 5: -330,788. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2c | The organization did not change its oversight process or selection process. | |
| Form 990, Part V, Line 1a | All 1099's are issued by Susquehanna Health System EIN#23-2751183. All expenses are then allocated back to all related entities. | Number reported in Box 3 of Form 1096 |
| Form 990, Part V, Line 2a & 2b | Susquehanna Health System EIN#23-2751183 utilizes a common paymaster which includes the following entities: Divine Providence Hospital of the Sisters of Christian Charity 24-0799343 Muncy Valley Hospital 24-0806023 The Williamsport Hospital 24-0795508 Susquehanna Health Foundation 23-2743470 Susquehanna Physician Services 23-2449454 Williamsport Area Ambulance Service Cooperative 23-2416166 The total number of employees reported on form W-3 would be 3400 for Susquehanna Health System 23-2751183. Of that total, 5 employees payroll expenses were recorded by Susquehanna Health Foundation EIN#23-2743470. | Number of employees reported on Form W-3 |
| Form 990, Part VII, Section A, Line 1a, Column B | Steven P. Johnson, Charles J. Santangelo, Neil G, Armstrong, and George A. Manchester work 40 hours per week for The Williamsport Hospital EIN#24-0795508. In addition, they devote 1 hour per week to the following related organizations: Divine Providence Hospital of the Sisters of Christian Charity 24-0799343 Muncy Valley Hospital 24-0806023 Susquehanna Health Foundation 23-2743470 Susquehanna Health System 23-2751183 Susquehanna Physician Services 23-2449454 Williamsport Area Ambulance Service Cooperative 23-2416166 | Hours for Related Organizations |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Divine Providence Hospital of the Sisters of Christian Charity | |||||||||||
| 1100 Grampian Blvd | Williamsport | PA | 17701 | 240799343 | Hospital | PA | 501 (c)(3) | 3 | Susquehanna Health System | 0 | |
| Muncy Valley Hospital | |||||||||||
| 215 E Water Street | Muncy | PA | 17756 | 240806023 | Hospital | PA | 501 (c)(3) | 3 | Susquehanna Health System | 0 | |
| The Williamsport Hospital | |||||||||||
| 700 High Street | Williamsport | PA | 17701 | 240795508 | Hospital | PA | 501 (c)(3) | 3 | Susquehanna Health System | 0 | |
| Susquehanna Health System | |||||||||||
| 1205 Grampian Blvd | Williamsport | PA | 17701 | 232751183 | Coordinate & manage the delivery of healthcare | PA | 501 (c)(3) | 11 | 0 | N/A | |
| Susquehanna Physician Services | |||||||||||
| 1201 Grampian Blvd | Williamsport | PA | 17701 | 232449454 | Physician services & MRI services | PA | 501 (c)(3) | 3 | Susquehanna Health System | 0 | |
| Williamsport Area Ambulance Service | |||||||||||
| 700 High Street | Williamsport | PA | 17701 | 232416166 | Ambulance transports | PA | 501 (c)(3) | 9 | 0 | N/A | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Basket LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 Grampian Blvd | AddressLine1 |
| City | Williamsport | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201195739 | EIN |
| Primary Activity | Rents real estate | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susquehanna Health System & Susquehanna Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded from tax | PredominantIncomeType |
| Share Of Total Income | -5097 | ShareOfTotalIncome |
| Share Of EOY Assets | 13689 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Susquehanna Ventures Inc | |||||||||||
| 1201 Grampian Blvd | Williamsport | PA | 17701 | 232470263 | Pharmacy & Infusion Services | PA | N/A | C | |||
| Central PA Provider Network | |||||||||||
| 1205 Grampian Blvd | Williamsport | PA | 17701 | 232949121 | Physician Insurance for Central Pa | PA | N/A | C | |||
| Susquehanna Health System Insurance Network LTD | |||||||||||
| 980458722 | Captive Insurance Company | N/A | PO Box 1159 | CJ | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Form 990, Schedule R, Part IV | ReturnReference |
| Explanation | Susquehanna Health System Insurance Network, LTD (SHSIN) EIN #98-0458722, is a foreign corporation, incorporated under the laws of the Cayman Islands. There are no income, capital, or premium taxes levied in the Cayman Islands and SHSIN has been granted an exemption until September 2022 for any such taxes that might be introduced. SHSIN's sole shareholder, Susquehanna Health System EIN #23-2751183, is a 501(c)(3) organization exempt from federal income taxes. SHSIN conducts no business in the United States. It files an 1120F protective filing which implies that its income is not subject to US Federal Income tax. | Explanation |