CHRISTIAN H BUHL LEGACY TRUST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN H BUHL LEGACY TRUST (EIN 25-0979377)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201131309349301013
- Schema version
- 2009v1.7
- 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 G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T09:20:08-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 200/PO BOX 1190 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250979377 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAR | NameControl |
| Phone | 7249833911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 EAST STATE STREET | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY CHROBAK | Name |
| Title | VP OF FINANCE | Title |
| Date Signed | 2011-04-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Todd | Name |
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN JANOSO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 EAST STATE STREET | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 168219271 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.sharonregional.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF SHARON REGIONAL HEALTH SYSTEM IS TO PROVIDE HIGH QUALITY, ADVANCED SERVICES TO THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1812 | TotalNbrEmployees |
| Total Nbr Volunteers | 164 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 833064 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 628394 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 161983144 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 160921212 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1082456 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1023216 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 958457 | OtherRevenuePriorYear |
| Other Revenue Current Year | 722840 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 164857121 | TotalRevenuePriorYear |
| Total Revenue Current Year | 163295662 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 101594 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45155 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 81052085 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 79680224 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 79545286 | OtherExpensePriorYear |
| Other Expenses Current Year | 72448166 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 160698965 | TotalExpensesPriorYear |
| Total Expenses Current Year | 152173545 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4158156 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11122117 | RevenuesLessExpensesCY |
| Total Assets BOY | 116572703 | TotalAssetsBOY |
| Total Assets EOY | 116901064 | TotalAssetsEOY |
| Total Liabilities BOY | 72335514 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 79100251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44237189 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37800813 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF SHARON REGIONAL HEALTH SYSTEM IS TO PROVIDE HIGH QUALITY, ADVANCED SERVICES TO THE COMMUNITIES WE SERVE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 58616673 | Expense |
| Revenue | 75609967 | Revenue |
| Description | SHARON REGIONAL EXPERIENCED MORE THAN A QUARTER OF A MILLION OUTPATIENT REGISTRATIONS IN FISCAL YEAR 2010 (259,405) IN PROVIDING SERVICES TO AREA RESIDENTS THROUGH A NUMBER OF SATELLITE LOCATIONS AND SPECIALTY SITES. OUTPATIENTS UTILIZE SHARON REGIONAL FACILITIES IN BOTH PENNSYLVANIA AND OHIO. IN MEETING THE HEALTH CARE NEEDS OF THESE OUTPATIENTS, SHARON REGIONAL PROVIDED $1.7 MILLION IN CHARITY CARE, $.9 MILLION IN UNCOMPENSATED CARE, AND EXPERIENCED BAD DEBT OF $2.5 MILLION. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 58252595 | Expense |
| Revenue | 74609835 | Revenue |
| Description | SHARON REGIONAL HEALTH SYSTEM, AS MERCER COUNTY'S LARGEST HEALTH CARE PROVIDER, PROVIDES INPATIENT SERVICES FOR ACUTE CARE, SKILLED CARE, REHAB, ADULT AND CHILD PSYCHIATRIC, AND NEWBORN NURSERY. DURING FISCAL YEAR 2010, SHARON REGIONAL HAD A TOTAL OF 10,656 INPATIENT ADMISSIONS, WHICH INCLUDED 7,898 ACUTE CARE, 666 SKILLED CARE, 397 REHAB, 1,350 PSYCHIATRIC, & 345 NEWBORN NURSERY. AS PART OF THESE INPATIENT SERVICES, SHARON REGIONAL PROVIDED $2.4 MILLION IN CHARITY CARE, $ 3.3 MILLION IN UNCOMPENSATED CARE, & EXPERIENCED BAD DEBT OF $1.4 MILLION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3519428 | Expense |
| Revenue | 4100541 | Revenue |
| Description | THE EMERGENCY CARE CENTER OF SHARON REGIONAL HEALTH SYSTEM IS THE MOST ADVANCED MEDICAL FACILITY IN MERCER COUNTY. DURING FISCAL YEAR 2010, SHARON REGIONAL'S EMERGENCY CARE CENTER HAD 32,327 PATIENT VISITS AND PROVIDED $ .4 MILLION IN CHARITY CARE, $ .1 MILLION IN UNCOMPENSATED CARE, AND EXPERIENCED BAD DEBT OF $ .7 MILLION. THIS BAD DEBT AMOUNT IS A DIRECT INDICATOR OF THE NUMBER OF INDIVIDUALS WHO UTILIZE THE EMERGENCY DEPARTMENT FOR PRIMARY MEDICAL CARE, AND WHO DO NOT HAVE THE MEANS TO PAY FOR THOSE SERVICES OR SEEK CHARITY CARE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 970876 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 45155 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 6600869 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 121359572 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 88 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1812 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFREY A CHROBACK | NamePerson |
| Telephone Number | 7249833815 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 EAST STATE STREET | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES E FEENEY | ||||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| JOSEPH H BOLOTIN MD | ||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| STEPHEN J GURGOVITS | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| KAREN WINNER HALE | ||||||||
| ASSISTANT SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| JAMES P EPSTEIN | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| DIANE GARDNER | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| CLOYD E BRENNEMAN | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT G LIPTAK JR | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| LEONARD S MILLER | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| MARY ODEM | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| JOHN M HUDSON | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM J STRIMBU | ||||||||
| ASSISTANT TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| ROBERT C JAZWINSKI | ||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| KENNETH R JAMES | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| ANGELA M PALUMBO | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM G PERRINE | ||||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |||
| GEORGE C GARROW MD | ||||||||
| BOARD MEMBER | 40.0 | X | 399205 | 0 | 33142 | |||
| JOHN A ZIDANSEK | ||||||||
| PRESIDENT & CEO | 40.0 | X | 326299 | 0 | 33347 | |||
| JEFFREY CHROBAK | ||||||||
| CFO | 40.0 | X | 167675 | 0 | 25097 | |||
| JOHN JANOSO | ||||||||
| CIO | 40.0 | 179154 | 0 | 23196 | X | |||
| MATTHEW LIBURDI | ||||||||
| VP MANAGED CARE | 40.0 | 158716 | 0 | 23672 | X | |||
| SUSAN GIBSON | ||||||||
| VP PATIENT CARE & CNO | 40.0 | 279792 | 0 | 8446 | X | |||
| CYNTHIA SILE | ||||||||
| ONCOLOGIST | 40.0 | 320674 | 0 | 7040 | X | |||
| STEVEN RIGGALL | ||||||||
| PSYCHIATRIST | 40.0 | 295700 | 0 | 16642 | X | |||
| JEFFREY GRYN | ||||||||
| ONCOLOGIST | 40.0 | 299850 | 0 | 22342 | X | |||
| JAMIE ADAM | ||||||||
| PATHOLOGIST | 40.0 | 293205 | 0 | 21442 | X | |||
| JASON ROCK | ||||||||
| PSYCHIATRIST | 40.0 | 308401 | 0 | 16642 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3028671 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 231008 | TotalOtherCompensation |
| Number Individuals GT100 K | 40 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| SODEXO AFFILIATES | |
| OPERATIONS SERVICES | 2413169 |
| PATRIOT MEDICAL TECHNOLOGY | |
| BIOMEDICAL SERVICES | 1350157 |
| ALLEGHENY RADIOLOGY | |
| HEALTH CARE PROVIDER | 967053 |
| MAYO COLLABORATIVE SVCS | |
| REFERENCE LAB | 927137 |
| HUDSON CONSTRUCTION | |
| CONSTRUCTION | 768015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 36 | NumberOfContractorsGT100K |
| Fundraising Events | 104121 | FundraisingEvents |
| Government Grants | 259228 | GovernmentGrants |
| All Other Contributions | 265045 | AllOtherContributions |
| Total Contributions | 628394 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT REVENUE | 621990 | 154273876 | 154273876 |
| OTHER REVENUE | 900099 | 3373214 | 3373214 |
| PHARMACY | 446110 | 2500472 | 2500472 |
| NURSING SCHOOL | 611600 | 162831 | 162831 |
| CAFETERIA | 722210 | 610819 | 610819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 160921212 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 933538 | TotalRevenueColumn |
| Exclusion | $933,538 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133116 | TotalRevenueColumn |
| Exclusion | $133,116 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 219503 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 219503 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 219503 | TotalRevenueColumn |
| Exclusion | $219,503 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4841383 | Securities |
| Other | 1625 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4843621 | Securities |
| Other | 42825 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2238 | Securities |
| Other | -41200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -43438 | TotalRevenueColumn |
| Exclusion | -$43,438 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41459 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 104121 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37163 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4296 | TotalRevenueColumn |
| Exclusion | $4,296 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EQUTY IN INVST EARNING | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 499041 | TotalRevenueColumn |
| Exclusion | $499,041 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 499041 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163295662 | TotalRevenueColumn |
| Related Or Exempt Function Income | 160921212 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,746,056 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45155 | Total |
| Program Services | 45155 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1657741 | Total |
| Program Services | 902973 | ProgramServices |
| Management And General | 754768 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41744 | Total |
| Program Services | 41744 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56317052 | Total |
| Program Services | 47238030 | ProgramServices |
| Management And General | 9079022 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2486836 | Total |
| Program Services | 2086478 | ProgramServices |
| Management And General | 400358 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14778365 | Total |
| Program Services | 12326088 | ProgramServices |
| Management And General | 2452277 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4398486 | Total |
| Program Services | 3657256 | ProgramServices |
| Management And General | 741230 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010552 | Total |
| Management And General | 1010552 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353774 | Total |
| Management And General | 353774 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79311 | Total |
| Management And General | 79311 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16577251 | Total |
| Program Services | 7134535 | ProgramServices |
| Management And General | 9442716 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887633 | Total |
| Program Services | 24468 | ProgramServices |
| Management And General | 863165 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5567013 | Total |
| Program Services | 4038873 | ProgramServices |
| Management And General | 1528140 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1375504 | Total |
| Program Services | 493301 | ProgramServices |
| Management And General | 882203 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2607962 | Total |
| Program Services | 2060322 | ProgramServices |
| Management And General | 547640 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676365 | Total |
| Program Services | 410932 | ProgramServices |
| Management And General | 265433 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137112 | Total |
| Program Services | 63463 | ProgramServices |
| Management And General | 73649 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1928010 | Total |
| Program Services | 1566413 | ProgramServices |
| Management And General | 361597 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6687104 | Total |
| Program Services | 5432942 | ProgramServices |
| Management And General | 1254162 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2777787 | Total |
| Program Services | 2755524 | ProgramServices |
| Management And General | 22263 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVISION FOR UNCOLLECTIBLES | 4809577 | 4809577 | |
| LICENSES/DUES/SUBSCRIPTIONS | 396011 | 208974 | 187037 |
| RECRUITING | 268939 | 17043 | 251896 |
| MEDICAL SUPPLIES & DRUGS | 25981552 | 25981552 | |
| MISCELLANEOUS | 326709 | 63929 | 262780 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152173545 | Total |
| Program Services | 121359572 | ProgramServices |
| Management And General | 30813973 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145254 | BOY |
| EOY | 78916 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8645743 | BOY |
| EOY | 4756986 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626305 | BOY |
| EOY | 594193 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15380905 | BOY |
| EOY | 13831072 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575329 | BOY |
| EOY | 521518 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3291702 | BOY |
| EOY | 3099246 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3330879 | BOY |
| EOY | 2149548 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 128451201 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 77348180 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48069848 | BOY |
| EOY | 51103021 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27405106 | BOY |
| EOY | 31355315 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4002528 | BOY |
| EOY | 4358452 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5099104 | BOY |
| EOY | 5052797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116572703 | BOY |
| EOY | 116901064 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11906948 | BOY |
| EOY | 13259476 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32018688 | BOY |
| EOY | 30937743 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4382617 | BOY |
| EOY | 4748057 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24027261 | BOY |
| EOY | 30154975 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72335514 | BOY |
| EOY | 79100251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43718925 | BOY |
| EOY | 37171502 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518264 | BOY |
| EOY | 629311 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44237189 | BOY |
| EOY | 37800813 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116572703 | BOY |
| EOY | 116901064 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $11,643 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 11643 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1(B, D, G, & I) | ReturnReference |
| Explanation | SALARIES OF $37,440 WERE PAID TO RAYMOND SCHAUER, A FORMER OFFICER OF THE HEALTH SYSTEM. MR. SCHAUER HAS RESUMED HIS EMPLOYMENT WITH THE HEALTH SYSTEM STRICTLY FOR PURPOSES OF LOBBYING & FUNDRAISING ACTIVITIES. MR. SCHAUER'S LOBBYING ACTIVITIES INCLUDED MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC AND DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. DURING THE YEAR, THE HEALTH SYSTEM PAID DUES TO VARIOUS ASSOCIATIONS. A PORTION OF THESE DUES MAY BE USED FOR LOBBYING PURPOSES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7004769 | BeginningOfYearBalance |
| Contributions | 2294 | Contributions |
| Investment Earnings Or Losses | 1173663 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8180726 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9625684 | BeginningOfYearBalance |
| Contributions | 71 | Contributions |
| Investment Earnings Or Losses | -2620986 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7004769 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2268499 | OtherCostOrOtherBasis |
| Book Value | 2268499 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40509298 | OtherCostOrOtherBasis |
| Depreciation | 18243958 | Depreciation |
| Book Value | 22265340 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81327932 | OtherCostOrOtherBasis |
| Depreciation | 58540940 | Depreciation |
| Book Value | 22786992 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4345472 | OtherCostOrOtherBasis |
| Depreciation | 563282 | Depreciation |
| Book Value | 3782190 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51103021 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION LIABILITES | $26,266,334 |
| ASSET RETIREMENT OBLIGATIONS | $472,568 |
| ESTIMATED SELF-INSURANCE COSTS | $3,377,123 |
| DEFERRED COMPENSATION | $38,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30154975 | TotalOfAmounts |
| Total Revenue | 163295662 | TotalRevenue |
| Total Expenses | 152173545 | TotalExpenses |
| Excess Or Deficit For Year | 11122117 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2616996 | NetUnrealizedGLOnInvestments |
| Other | -$20,175,489 | OtherAmount |
| Total Adjustments | -17558493 | TotalAdjustments |
| Excess Or Deficit Per FS | -6436376 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 165870510 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2616996 | NetUnrealizedGainsInvestments |
| Other Revenues | -79311 | OtherRevenues |
| Revenue Not Rptd F990 | 2537685 | RevenueNotRptdF990 |
| Revenue Subtotal | 163332825 | RevenueSubtotal |
| Other Revenues Not Included | -37163 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -37163 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 163295662 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 161776766 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9682532 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9682532 | ExpensesNotRptdF990 |
| Expenses Subtotal | 152094234 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 79311 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 79311 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 152173545 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | 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. |
| FIN 48 DISCLOSURE | SCHEDULE D, 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. |
| OTHER CHANGES IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | $ (10,530,120) DEFINED BENEFIT PLANS ( 9,645,369) TRANSFER TO AFFILIATE -------------- $ (20,175,489) OTHER RECONCILING ITEMS SCHEDULE D, PART XII, LINE 2D INVESTMENT FEES OF $ 79,311 WERE INCLUDED WITH REVENUE ON THE AUDIT REPORT; HOWEVER, HAVE BEEN MOVED TO BE PROPERLY INCLUDED WITH EXPENSES ON THE TAX RETURN. SCHEDULE D, PART XII, LINE 4B SPECIAL EVENTS EXPENSES OF $ 37,163 WERE INCLUDED WITH EXPENSES ON THE AUDIT REPORT; HOWEVER, HAVE BEEN MOVED TO BE PROPERLY INCLUDED ON THE STATEMENT OF REVENUE ON THE TAX RETURN. SCHEDULE D, PART XIII, LINE 2D $9,645,369 TRANSFER TO AFFILIATE 37,163 SPECIAL EVENTS EXPENSES WERE INCLUDED WITH EXPENSES ON THE AUDIT REPORT; HOWEVER, HAVE BEEN MOVED TO BE PROPERLY INCLUDED ON THE STATEMENT OF REVENUE ON THE TAX RETURN. ---------- $9,682,532 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY BALL | NameOfEvent1 |
| Gross Receipts Event1 | 98850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 75000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23850 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 14887 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 1200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3467 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 46730 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 29121 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 17609 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3217 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6952 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5034 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2406 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 145580 | GrossReceiptsTotal |
| Charitable Contributions Total | 104121 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41459 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3217 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 21839 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5034 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1200 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 5873 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37163 | DirectExpenseSummaryEvents |
| Net Income Summary | 4296 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1617747 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 537527 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1080220 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00710 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18407993 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14086934 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4321059 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02840 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 20025740 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14624461 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5401279 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03550 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 33722 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 33722 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 950829 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 828474 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 122355 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9068943 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6639123 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2429820 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01600 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 45155 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 45155 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10098649 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7467597 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2631052 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01730 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 30124389 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22092058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 8032331 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05280 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $1,735,776 | BadDebtExpenseAmount |
| Amount Attributable To | 125000 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 54932000 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 54666522 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 265478 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (15 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|
| SHARON REGIONAL HEALTH SYSTEM | |||||||
| 740 E STATE ST | SHARON | PA | 16146 | X | X | X | ACUTE CARE, REHAB, LT CARE & BEHAVIORAL HLTH, ANCILLARY SVCS |
| 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 | |||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt 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. LINE 2 WAS CALCULATED USING THE COST TO CHARGE RATIO TIMES BAD DEBT EXPENSE. THE ORGANIZATION HAS ESTIMATED THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS UNDER THE ORGANIZATION'S CHARITY CARE POLICY FOR LINE 3 BY REVIEWING PRIOR FINANCIAL ASSISTANCE APPLICATIONS. | BadDebtFootnote |
| Shortfall As 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. THE MEDICARE ALLOWABLE COSTS OF CARE ON LINE 6 WERE CALCULATED USING THE COST TO CHARGE RATIO TIMES CHARGES OF $151,472,768. | ShortfallAsCommunityBenefit |
| Debt 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. IF IDENTIFIED PRIOR TO THE BILL BEING SENT OUT, NO BILL IS GENERATED OR THE BILL IS DISCOUNTED PRIOR TO SENDING. IF THE BILL IS GENERATED, THE ACCOUNT IS WRITTEN DOWN AT THE TIME OF IDENTIFICATION AND THE PATIENT IS NOTIFIED. | DebtCollectionPolicy |
| Needs Assessment | SHARON REGIONAL CONDUCTS A CONSUMER RESEARCH STUDY EVERY TWO 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. | NeedsAssessment |
| Patient Education 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. | PatientEducationAssistance |
| 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 2009 WAS 116,071 (52% URBAN, 48% RURAL), AND CONSISTED OF 92.7% WHITE NON-HISPANIC, 5.3% BLACK, 0.7% HISPANIC, AND 0.9% TWO OR MORE RACES. THE POPULATION IS 51.3% FEMALE AND 48.7% MALE, WITH A MEDIAN AGE OF 39.6 YEARS. AVERAGE HOUSEHOLD SIZE IS 2.4 PEOPLE AND ESTIMATED MEDIAN HOUSEHOLD INCOME IN 2009 WAS $43,450. WITH 11.5% OF RESIDENTS WITH INCOME BELOW THE POVERTY LEVEL. | CommunityInformation |
| Community Building Activities | 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 INCLUDING HEALTH FAIRS, EDUCATION PROGRAMS, CPR TRAINING, SPECIFIC SCREENINGS, AND MORE. | CommunityBuildingActivities |
| 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. | OtherInformation |
| Affiliated Health Care System | SHARON REGIONAL HEALTH SYSTEM AND ITS WHOLLY OWNED SUBSIDIARY SHARON REGIONAL PHYSICIAN SERVICES (THE "HEALTH SYSTEM") 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 HEALTH SYSTEM HAS CONSOLIDATED FINANCIAL STATEMENTS THAT INCLUDE THE ACCOUNTS AND TRANSACTIONS OF SHARON REGIONAL HEALTH SYSTEM, THE CONTROLLING PARENT, AND ITS AFFILIATE, SHARON REGIONAL PHYSICIAN SERVICES. SHARON REGIONAL HEALTH SYSTEM IS NOT AFFILIATED WITH ANOTHER HEALTHCARE SYSTEM. | AffiliatedHealthCareSystem |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SHARON | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 W CONNELY BLVD | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 256000883 | EINOfRecipient |
| IRC Section | CITY OF SHARON | IRCSection |
| Amount Of Cash Grant | 43857 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL REQUESTS FOR FINANCIAL ASSISTANCE BY 501(C)(3) & GOVERNMENT ORGANIZATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS AND MUST BE APPROVED PRIOR TO DISBURSING FUNDS. THE ORGANIZATION HAS SUFFICIENT CONTACT WITH THE GRANTEES TO MONITOR THE USE OF FUNDS AND THE PROGRESS OF THE SUPPORTED PROJECTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|
| JOHN A ZIDANSEK | |||||||
| 324520 | 0 | 0 | 1779 | 14931 | 18416 | 359646 | 0 |
| JOHN JANOSO | |||||||
| 177989 | 0 | 0 | 1165 | 5621 | 17575 | 202350 | 0 |
| MATTHEW LIBURDI | |||||||
| 157562 | 0 | 0 | 1154 | 4843 | 18829 | 182388 | 0 |
| SUSAN GIBSON | |||||||
| 278391 | 0 | 0 | 1401 | 6631 | 1815 | 288238 | 0 |
| JEFFREY CHROBAK | |||||||
| 166440 | 0 | 0 | 1235 | 7634 | 17463 | 192772 | 0 |
| GEORGE C GARROW MD | |||||||
| 399205 | 0 | 0 | 0 | 16500 | 16642 | 432347 | 0 |
| CYNTHIA SILE | |||||||
| 320674 | 0 | 0 | 0 | 0 | 7040 | 327714 | 0 |
| STEVEN RIGGALL | |||||||
| 295700 | 0 | 0 | 0 | 0 | 16642 | 312342 | 0 |
| JEFFREY GRYN | |||||||
| 299850 | 0 | 0 | 0 | 16500 | 5842 | 322192 | 0 |
| JAMIE ADAM | |||||||
| 292875 | 0 | 0 | 330 | 0 | 21442 | 314647 | 0 |
| JASON ROCK | |||||||
| 308401 | 0 | 0 | 0 | 0 | 16642 | 325043 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CLUB DUES | SCHEDULE J, PART I, LINE 1A | DURING THE FISCAL YEAR, THE ORGANIZATION PAID FAMILY SOCIAL MEMBERSHIPS FOR JOHN ZIDANSEK, JEFFREY CHROBAK, JOHN JANOSO, MATTHEW LIBURDI, JOHN DAVIDSON, AND SUSAN GIBSON. THE AMOUNT PAID WAS INCLUDED IN TAXABLE WAGES. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | 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, MATTHEW LIBURDI, AND JOHN ZIDANSEK. NO PLAN PAYMENTS WERE MADE DURING THE FISCAL YEAR. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL HEALTH SYSTEM AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 251599307 | IssuerEIN |
| Date Issued | 2006-07-27 | DateIssued |
| Issue Price | 10000000 | IssuePrice |
| Description Of Purpose | MEDICAL BUILDING & EQUIPMENT | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 10000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 69526 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 9930474 | WorkingCapitalExpenditures |
| Capital Expenditures | 9930474 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LINDA PIDDINGTON | |||
| SISTER OF J EPSTEIN | 41744 | EMPLOYEE COMPENSATION | false |
| PBL ASSOCIATES LP | |||
| SEE SCHEDULE O | 120979 | RENT | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | MISSION STATEMENT THE MISSION OF SHARON REGIONAL HEALTH SYSTEM IS TO PROVIDE HIGH QUALITY, ADVANCED SERVICES TO THE COMMUNITIES WE SERVE. VISION STATEMENT 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. |
| PROGRAM SERVICES, ACTIVITY #1 | FORM 990, PART III, LINE 4A | 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). PROGRAM SERVICES, ACTIVITY #3 FORM 990, PART III, LINE 4C 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. |
| OFFICER RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | WILLIAM STRIMBU AND STEPHEN GURGOVITS HAVE A BUSINESS RELATIONSHIP. |
| REVIEW OF THE FORM 990 | FORM 990, PART VI, SECTION B, LINE 11A | 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 TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. THE CHIEF FINANCIAL OFFICER PROVIDES A FULL AND COMPLETE COPY OF THE FORM 990 TO THE MEMBERS OF THE BOARD OF DIRECTORS IN ADVANCE OF THE REGULAR MEETING OF THE BOARD OF DIRECTORS. AT THE REGULAR MEETING, THE CHIEF FINANCIAL OFFICER ACCEPTS QUESTIONS OR COMMENTS TO THE FORM 990. THE BOARD APPROVES SUBMISSION OF THE FORM 990 TO THE IRS BY MOTION AND VOTE IN ACCORDANCE WITH ITS BYLAWS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS OF 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. |
| COMPENSATION DETERMINATION | FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS THE COMPENSATION OF THE OFFICERS OF 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. |
| DOCUMENT DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE WHEN IT IS LEGALLY REQUIRED. |
| COMPENSATED BOARD MEMBERS | FORM 990, PART VII | GEORGE C GARROW, MD, IS THE ORGANIZATION'S DIRECTOR OF MEDICAL ONCOLOGY AND RECEIVES COMPENSATION RELATED TO THE POSITION. NO PORTION OF THE COMPENSATION PAID IS ATTRIBUTABLE TO HIS POSITION AS A BOARD MEMBER OF THE ORGANIZATION. |
| BUSINESS TRANSACTIONS | SCHEDULE L, PART IV | PBL ASSOCIATES, LP, IS OWNED MORE THAN 35% BY A FAMILY MEMBER OF BOARD MEMBER, JOHN HUDSON. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL HEALTH SYSTEM AUXILIARY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 EAST STATE STREET | AddressLine1 |
| City | SHARON | City |
| State | PA | State |
| ZIP Code | 16146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251768501 | EIN |
| Primary Activities | AUXILIARY | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 212689 | TotalIncome |
| EOY Assets | 44501 | EOYAssets |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON REGIONAL PHYSICIAN SERVICES | BusinessNameLine1 |
Address US AddressUS
| 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 | 251640802 | EIN |
| Primary Activities | PHYS PRACTICE | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 3 | PublicCharityStatus |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATWOOD COMMONS CONDO ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Predominant Income Type | EXCLUDED | PredominantIncomeType |
| Share Of Total Income | 5982 | ShareOfTotalIncome |
| Share Of EOY Assets | 8092 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SHARON REGIONAL PHYSICIAN SERVICES | |
| A | 36169 |
| SHARON REGIONAL PHYSICIAN SERVICES | |
| Q | 9645369 |
| SHARON REGIONAL PHYSICIAN SERVICES | |
| N | 250000 |