2012-11-12T11:48:47-06:00 2011-12-31 990 2011-01-01 150549310 Finger Lakes Health Foundation Inc FING 3157874085 196 North Street Geneva NY 14456 Patricia P Thompson 3157874085 2012-11-12 2011 2016-02-24 21:20:13Z Patricia P Thompson 196 North Street Geneva NY 14456 11133145 0 X www.flhealth.org X 1992 NY Co-ordinate Fundraising Activities 15 12 0 0 0 0 264243 743176 0 0 1397045 1473886 39854 47101 1701142 2264163 6437726 963481 0 0 261687 304327 0 0 377756 228467 199345 6927880 1467153 -5226738 797010 34732156 34590139 3383409 3807361 31348747 30782778 Coordinate Fundraising Activities 0 0 The Finger Lakes Health Foundation co-ordinates fundraising activities for Geneva General Hospital, Living Center at Geneva South, Living Center at Geneva North, Huntington Living Center, and Soldiers and Sailors Memorial Hospital. The Finger Lakes Health Foundation also considers requests for projects which are designated to enhance the quality of health care, expand services, and provide personnel and equipment for designated needs at these facilities. 988666 880959 988666 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Patricia Thompson 3157874085 196 North Street Geneva NY 14456 Catherine Barnard 1.00 X X 0 0 0 Edna Reiners 1.00 X X 0 0 0 Olaf Lieberg MD 1.00 X X 0 0 0 Edward Boudreau 1.00 X 0 0 0 Kelly Bradley 1.00 X 0 0 0 Nick Ganzon 1.00 X 0 0 0 Alejandra Molina 1.00 X 0 0 0 Nancy Peelle 1.00 X 0 0 0 Brien Rogers 1.00 X 0 0 0 Dana Schillinger 1.00 X 0 0 0 Corinne Stork 1.00 X 0 0 0 Linda Wadhams 1.00 X 0 0 0 Susan Hyser 1.00 X X 0 0 0 Rev W James Gerling 1.00 X 0 0 0 Nancy D'Amico 1.00 X 0 0 0 Jose Acevedo MD MBA 40.00 X 0 476146 23507 Patricia Thompson 40.00 X 0 181284 22107 Lara Chatel Turbide 40.00 X 0 135269 18459 Lawrence J Farnand 40.00 X 0 262414 11960 Ruth Benedict 40.00 X 111317 0 22087 James Dooley 40.00 X 0 361441 16480 111317 1416554 114600 1 1 1 0 0 743176 743176 640028 640028 47101 47101 47101 47101 9702840 8868982 833858 833858 833858 2264163 880959 0 640028 945785 945785 17696 17696 286871 14343 57374 215154 17456 873 3491 13092 479 24 96 359 12000 600 2400 9000 861 43 172 646 3152 158 630 2364 1719 86 344 1289 1562 78 312 1172 Planned Giving 138868 6943 27774 104151 Supplies 27486 1374 5497 20615 Leases and Rentals 7057 353 1411 5293 All Other Expenses 6161 310 1230 4621 1467153 988666 100731 377756 86613 104848 1018341 320920 86961 516104 9543 590217 24744 565999 565473 31741497 31840134 1232745 1233117 34732156 34590139 518124 265922 2865285 3541439 3383409 3807361 X 28989892 28440914 1303333 1286342 1055522 1055522 31348747 30782778 34732156 34590139 X 797010 -1362979 X 0 1 1 X 0 X X 0 0 0 Geneva General Hospital 160743032 501 (C) 3 1 1 1 460202 Living Center at Geneva South 160957268 501 (C) 3 1 1 1 210 Huntington Living Center 510169552 501 (C) 3 1 1 1 9293 Geneva General Hospital Housing Development Co 222816883 501 (C) 3 1 1 1 0 Taylor Brown Memorial Housing Development Co 222807734 501 (C) 3 1 1 1 0 Living Center at Geneva North 161449543 501 (C) 3 1 1 1 210 Soldiers & Sailors Memorial Hospital 160743192 501 (C) 3 1 1 1 8263 FL Senior Communities Inc 205604917 501 (C) 3 1 1 1 0 8 478178 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1055522 1055522 1055522 1055522 1055522 1055522 1055522 1055522 0.00000 1.00000 0.00000 0 0 562352 562352 27865 24744 3121 0 565473 Unrestricted Fidelity Investments 210985 F Unrestricted - Mutual Fund 69604 F Unrestricted SSMH Fund - Mutual Fund 7913443 F Unrestricted GGH Fund - Mutual Fund 17021524 F GGH Fund - IBM Stock 1164349 F Chase Bank - Pooled Life Income Fund 20247 F Permanently Restricted SSMH Fund Mutual Fund 31200 F Permanently Restricted GGH Fund Mutual Fund 1024322 F Temporarily Restricted GGH Fund Mutual Fun 4300022 F Temporarily Restricted SSMH Fund Mutual Fund 84438 F 31840134 Due to Affiliates 3541439 3541439 Description of Uncertain Tax Positions Under FIN 48: Part X: Finger Lakes Health Foundation implemented FIN 48 in 2008 and our current accounting policy for evaluating uncertain tax positions is in accordance with generally accepted accounting principals. The Foundation has not recognized any benefits from uncertain tax positions in 2011 and we believe that we have no uncertain tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within 12 months of the balance sheet date. 1 Geneva General Hospital 196 North Street Geneva NY 14456 160743032 501 (C) (3) 770785 Patient Care related programs Soldiers & Sailors Memorial Hospital of Yates County 418 North Main St Penn Yan NY 14527 160743192 501 (C) (3) 175000 Patient Care related programs Medication Grant Program 4428 Medical Educational Scholarships 6015 Teen Mom Program 7253 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Foundation considers requests for projects which are designated to enhance the quality of health care, expand services, and provide personnel and equipment for designated needs. Amounts raised through fundraising and investment activities are distributed or donated for charitable purposes. X X X X 0 0 0 0 0 0 0 0 0 Jose Acevedo MD MBA 0 379154 0 79322 0 17670 0 0 0 23507 0 499653 0 0 Patricia Thompson 0 171687 0 7933 0 1664 0 0 0 22107 0 203391 0 0 Lara Chatel Turbide 0 134502 0 0 0 767 0 0 0 18459 0 153728 0 0 Lawrence J Farnand 0 183106 0 62808 0 16500 0 0 0 11960 0 274374 0 0 James Dooley 0 361441 0 0 0 0 0 0 0 16480 0 377921 0 0 Supplemental Information Part III James J. Dooley, Former President & CEO Geneva General Hospital: Average Hours per week: 23.31; Base Compensation:$210,664;Benefits: $9,606 James J. Dooley, Former President & CEO Living Center at Geneva South Inc: Average Hours per week: 2.72; Base Compensation: $24,570; Benefits $1,120 James J. Dooley, Former President & CEO Living Center at Geneva North Inc: Average Hours per week: 1.60; Base Compensation: $14,415; Benefits: $657 James J. Dooley, Former President & CEO Huntington Living Center Inc: Average Hours per week: 3.20; Base Compensation: $28,919; Benefits: $1,319 James J. Dooley, Former Assistant Secretary Finger Lakes Health Foundation Inc: Average Hours per week: .23; Base Compensation: $2,105; Benefits: $96 James J. Dooley, Former President & CEO Soldiers & Sailors Memorial Hospital: Average Hours per week: 8.94; Base Compensation: $80,767; Benefits: $3,683 James J. Dooley, Former President & CEO Finger Lakes Health: Total Average Hours per week: 40; Total Base Compensation: $361,441; Total Benefits: $16,480 Lawrence J. Farnand, Treasurer & CFO Geneva General Hospital: Average Hours per week: 23.31; Base Compensation: $152,946; Benefits: $6,970 Lawrence J. Farnand, Treasurer & CFO Living Center at Geneva South Inc: Average Hours per week: 2.72; Base Compensation: $17,839; Benefits: $813 Lawrence J. Farnand, Treasurer & CFO Living Center at Geneva North Inc: Average Hours per week: 1.60; Base Compensation: $10,466; Benefits: $477 Lawrence J. Farnand, Treasurer & CFO Huntington Living Center Inc: Average Hours per week: 3.20; Base Compensation: $20,996; Benefits: $957 Lawrence J. Farnand, Treasurer Finger Lakes Health Foundation: Average Hours per week: .23; Base Compensation: $1,528; Benefits: $70 Lawrence J. Farnand, Treasurer & CFO Soldiers & Sailors Memorial Hospital: Average Hours per week: 8.94; Base Compensation: $58,639; Benefits: $2,673 Lawrence J. Farnand, Treasurer & CFO Finger Lakes Health: Total Average Hours per week: 40; Total Base Compensation: $262,414; Total Benefits: $11,960 Jose Acevedo MD MBA, President & CEO Geneva General Hospital: Average Hours per week: 23.31; Base Compensation: $277,518; Benefits: $13,700 Jose Acevedo MD MBA, President & CEO Living Center at Geneva South Inc: Average Hours per week: 2.72; Base Compensation: $32,368; Benefits: $1,598 Jose Acevedo MD MBA, President & CEO Living Center at Geneva North Inc: Average Hours per week: 1.60; Base Compensation: $18,990; Benefits: $938 Jose Acevedo MD MBA, President & CEO Huntington Living Center Inc: Average Hours per week: 3.20; Base Compensation: $38,097; Benefits: $1,881 Jose Acevedo MD MBA, Assistant Secretary Finger Lakes Health Foundation: Average Hours per week: .23; Base Compensation: $2,773; Benefits: $137 Jose Acevedo MD MBA, President & CEO Soldiers & Sailors Memorial Hospital: Average Hours per week: 8.94; Base Compensation: $106,399; Benefits: $5,253 Jose Acevedo MD MBA, President & CEO Finger Lakes Health: Total Average Hours per week: 40; Total Base Compensation: $476,146; Total Benefits: $23,507 Patricia Thompson, Treasurer & CFO Geneva General Hospital: Average Hours per week: 23.31; Base Compensation: $105,659; Benefits: $12,884 Patricia Thompson, Treasurer & CFO Living Center at Geneva South Inc: Average Hours per week: 2.72; Base Compensation: $12,324; Benefits: $1,503 Patricia Thompson, Treasurer & CFO Living Center at Geneva North Inc: Average Hours per week: 1.60; Base Compensation: $7,230; Benefits: $882 Patricia Thompson, Treasurer & CFO Huntington Living Center Inc: Average Hours per week: 3.20; Base Compensation: $14,505; Benefits: $1,769 Patricia Thompson, Treasurer Finger Lakes Health Foundation: Average Hours per week: .23; Base Compensation: $1,056; Benefits: $129 Patricia Thompson, Treasurer & CFO Soldiers & Sailors Memorial Hospital: Average Hours per week: 8.94; Base Compensation: $40,509; Benefits: $4,940 Patricia Thompson, Treasurer & CFO Finger Lakes Health: Total Average Hours per week: 40; Total Base Compensation: $181,284; Total Benefits: $22,107 FL Visiting Nurse Service Treasurer serves on Board of Directors 0 Form 990, Part VI, Section B, line 11 The 990 was reviewed by the Chair of Finger Lakes Health Foundation prior to filing. Form 990, Part VI, Section B, line 12c The organization regularly monitors the conflict of interest policy by obtaining annual statements from directors, officers, and key employees that disclose any existing or potential conflicts of interest. The board determines whether non-voting and non- participation provisions must be observed. If so, such persons shall not vote on, nor use their personal influence on, nor participate in the discussions or deliberations with respect to the contract or transaction. Such persons shall not be counted in determining the existence of a quorum at any meeting where the contract or transaction is under discussion or being voted upon. The minutes from the meeting shall reflect the disclosure made, the vote thereon, and the abstention from voting and participation, and whether a quorum was present. Form 990, Part VI, Section B, line 15 Compensation of officers and key employees includes a review as well as comparablitiy data as part of the decision making process. Form 990, Part VI, Section C, line 19 Finger Lakes Health Foundation makes its governing documents, its conflict of interest policy and its financial statements available to the public where required by law and upon request. The organization's Form 990 is provided to any individual who makes a request in person or who submits a written request. There is no charge other than a reasonable fee for copying and postage. Copies are available at the Finance Office as well as at the Foundation Office, and also at www.guidestar.org Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -1,384,955. Release From Restricted Expense -224. Misc Non Operating Revenue 16,033. Uncollectable Pledge 6,167. Total to Form 990, Part XI, Line 5: -1,362,979. Geneva General Hospital 196 North Street Geneva NY 14456 160743032 Providor of Healthcare Services NY 501(c) (3) 3 0 Living Center at Geneva South 196 North Street Geneva NY 14456 160957268 Skilled Nursing Facility NY 501(c) (3) 3 0 Huntington Living Center 369 E Main Street Waterloo NY 13165 510169552 Skilled Nursing Facility NY 501(c) (3) 3 0 Geneva General Hospital Housing Development Co 196 North Street Geneva NY 14456 222816883 Operate Low Income Housing Development NY 501(c) (3) 9 0 Taylor Brown Memorial Housing Development Co 371 East Main Street Waterloo NY 13165 222807734 Operate Low Income Housing Development NY 501(c) (3) 9 0 Living Center at Geneva North 196 North Street Geneva NY 14456 161449543 Skilled Nursing Facility NY 501(c) (3) 3 0 Soldiers & Sailors Memorial Hospital 418 North Main St Penn Yan NY 14527 160743192 Providor of Healthcare Services NY 501(c) (3) 3 0 FL Senior Communitities Inc 196 North Street Geneva NY 14456 205604917 Develop and Operate Senior Citizen Housing Complex NY 501(c) (3) 9 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 Geneva General Hospital B 460202 Living Center at Geneva North B 210 Living Center at Geneva South B 210 Huntington Living Center B 9293 Soldiers & Sailors Memorial Hospital B 8263 Geneva General Hospital Q 1618206 Soldiers & Sailors Memorial Hospital Q 690115