FURP.ORG / PUBLIC DATA EXPLORER

BRADFORD REGIONAL MEDICAL SERVICES: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRADFORD REGIONAL MEDICAL SERVICES (EIN 23-2875157)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349301849
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T07:34:04-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1515 BROADWAY 4TH FLOORAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122072974ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232875157EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRADFORD REGIONAL MEDICAL SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRADBusinessNameControlTxt
Phone7163756190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MAIN STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JILL OWENSPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone7163756190PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDRPersonFirstNm
Person LastJILL OWENSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE LONCZAKPreparerPersonNm
PTINP01880207PTIN
Phone5184274600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR JILL OWENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MAIN STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14670ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,728,358GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionMULTI-SPECIALTY PHYSICIAN GROUP PRACTICE ORGANIZED TO SERVE PATIENTS IN BRADFORD, PA, AND THE SURROUNDING AREA.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$87,320PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,189,636PYProgramServiceRevenueAmt
CY Program Service Revenue$3,651,352CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$13,101PYOtherRevenueAmt
CY Other Revenue$77,006CYOtherRevenueAmt
PY Total Revenue$3,290,057PYTotalRevenueAmt
CY Total Revenue$3,728,358CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,904,389PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,673,465CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$778,559PYOtherExpensesAmt
CY Other Expenses$1,088,726CYOtherExpensesAmt
PY Total Expenses$4,682,948PYTotalExpensesAmt
CY Total Expenses$5,762,191CYTotalExpensesAmt
PY Revenues Less Expenses-$1,392,891PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,033,833CYRevenuesLessExpensesAmt
Total Assets BOY$1,969,519TotalAssetsBOYAmt
Total Assets EOY$1,851,254TotalAssetsEOYAmt
Total Liabilities BOY$4,894,313TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,809,881TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$2,924,794NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$4,958,627NetAssetsOrFundBalancesEOYAmt
MissionMULTI-SPECIALTY PHYSICIAN GROUP PRACTICE ORGANIZED TO SERVE PATIENTS IN BRADFORD, PA, AND THE SURROUNDING AREA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,581,224ExpenseAmt
Revenue$3,651,352RevenueAmt
DescMULTI-SPECIALTY PHYSICIAN GROUP PRACTICE ORGANIZED TO SERVE PATIENTS IN BRADFORD, PA, AND THE SURROUNDING AREA.Desc
Total Program Service Expenses$4,581,224TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee45EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TANNYAH M CHAPMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7163757426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MAIN STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14760ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JEFF BELT
BOARD CHAIRMAN1.005.50Yes (X)Yes (X)$0$0$0
SHABIR BHAYANI MD
DIRECTOR40.005.50Yes (X)$63,975$0$0
MARC BOUTILLETTE
DIRECTOR1.005.50Yes (X)$0$0$0
DANIEL DEROSE
DIRECTOR1.005.50Yes (X)$0$0$0
LISELLE ESPOSITO
DIRECTOR (AS OF 06/2022)1.005.50Yes (X)$0$0$0
DAVID FERGUSON
DIRECTOR1.005.50Yes (X)$0$0$0
LISA FIORENTINO PHDRN
BOARD SECRETARY1.005.50Yes (X)Yes (X)$0$0$0
MUHAMMED JAVED MD
BOARD VICE CHAIRMAN1.005.50Yes (X)Yes (X)$0$147,167$0
JULIE MARASCO
DIRECTOR1.005.50Yes (X)$0$0$0
ZAFAR MIRZA MD
DIRECTOR AND PHYSICIAN1.0040.00Yes (X)$0$1,926,246$0
DOUGLAS PISANO PHD
DIRECTOR1.005.50Yes (X)$0$0$0
ANIL PRADHAN MD
DIRECTOR1.005.50Yes (X)$0$0$0
DAVID PRINCE
DIRECTOR1.005.50Yes (X)$0$0$0
PAUL RIDLEY
BOARD TREASURER1.005.50Yes (X)Yes (X)$0$0$0
GILBERT WITTE MD
DIRECTOR1.005.50Yes (X)$0$0$0
MELISSA SCHOLL OSF
DIRECTOR (THRU 04/2022)1.005.50Yes (X)$0$0$0
JEANNINE SCHOENECKER
SECRETARY (THRU 04/2022)1.005.50Yes (X)$0$0$0
MARY LAROWE
INTERIM PRES AND CEO (THRU 04/2022)1.0040.00Yes (X)Yes (X)$0$0$0
LUIS GONZALEZ MD
MEDICAL STAFF PRES (AS OF 01/2022)40.005.50Yes (X)$763,809$0$119,594
RICHARD G BRAUN JR
CHIEF OPERATING OFFICER (UNTIL 5/22)1.0040.00Yes (X)$0$287,440$30,975
JILL OWENS
PRESIDENT & CEO1.0040.00Yes (X)$0$327,987$3,229
DAVID MONROE
CHIEF ADMIN OFFICER (AS OF 6/22)1.0040.00Yes (X)$0$151,435$40,595
P HENRI LAMOTHE
VP - MEDICAL AFFAIRS (AS OF 5/22)1.0040.00Yes (X)$0$154,349$13,280
WILLIAM F MILLS
VP - MEDICAL AFFAIRS (UNTIL 1/22)1.0040.00Yes (X)$0$139,233$26,949
GAIL A BAGAZZOLI
VP - QUALITY & CNO (UNTIL 8/22)1.0040.00Yes (X)$0$126,764$39,375
LAURIE DUNN
CNO (AS OF 7/22)1.0040.00Yes (X)$0$70,232$7,078
MELISSA SULLIVAN
VP - CLINICAL & SUPPORT (UNTIL 1/22)1.0040.00Yes (X)$0$14,142$10,666
PAUL B KIRSCH
PHYSICIAN40.000.00$250,000$0$49,318Yes (X)
DANIELLE P GREGOIRE
PHYSICIAN ASSISTANT40.000.00$134,808$0$23,190Yes (X)
STEPHANIE L MARTUCCIO
NURSE PRACTITIONER40.000.00$126,992$0$7,528Yes (X)
JEFFREY S ZEWE
FORMER PRESIDENT & CEO0.000.00$0$184,025$20,799Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,339,584TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,529,020TotReportableCompRltdOrgAmt
Total Other Compensation$392,576TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHANGE HEALTHCARE LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 742526AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30374ZIPCd
FieldValueIRS element (for citing)
ServicesBILLING SERVICESServicesDesc
Compensation$126,644CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT SERVICE REVENUDesc
Business621990BusinessCd
Total Revenue Column$3,651,352TotalRevenueColumnAmt
Related Or Exempt Func Income$3,651,352RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,651,352TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,000TotalRevenueColumnAmt
Exclusion$4,000ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$73,006TotalRevenueColumnAmt
Exclusion$73,006ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$73,006OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,728,358TotalRevenueColumnAmt
Related Or Exempt Func Income$3,651,352RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$77,006ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$827,784TotalAmt
Program Services$827,784ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,225,843TotalAmt
Program Services$2,280,486ProgramServicesAmt
Management And General$945,357ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$504,242TotalAmt
Program Services$363,054ProgramServicesAmt
Management And General$141,188ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$115,596TotalAmt
Program Services$83,229ProgramServicesAmt
Management And General$32,367ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$352,822TotalAmt
Program Services$327,150ProgramServicesAmt
Management And General$25,672ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$188,556TotalAmt
Program Services$188,556ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Program Services$8,000ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,718TotalAmt
Program Services$9,718ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$59,842TotalAmt
Program Services$59,842ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$216,761TotalAmt
Program Services$216,761ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$225,683$216,644$9,039
OTHER$27,344$27,344

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,762,191TotalAmt
Program Services$4,581,224ProgramServicesAmt
Management And General$1,180,967ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$313,989BOYAmt
EOY$632,502EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$427,279BOYAmt
EOY$181,269EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$83,333EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$106,140BOYAmt
EOY$41,564EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,016,819LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$339,233LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$737,111BOYAmt
EOY$677,586EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$235,000BOYAmt
EOY$235,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,969,519BOYAmt
EOY$1,851,254EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$499,194BOYAmt
EOY$591,250EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$252,149BOYAmt
EOY$147,491EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,142,970BOYAmt
EOY$6,071,140EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,894,313BOYAmt
EOY$6,809,881EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$2,924,794BOYAmt
EOY-$4,958,627EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$2,924,794BOYAmt
EOY-$4,958,627EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,969,519BOYAmt
EOY$1,851,254EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,033,833ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$850,000OtherCostOrOtherBasisAmt
Depreciation$242,412DepreciationAmt
Book Value$607,588BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$166,819OtherCostOrOtherBasisAmt
Depreciation$96,821DepreciationAmt
Book Value$69,998BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$677,586TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescGOODWILLDesc
Book Value$235,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$235,000TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$6,071,140Amt
FieldValueIRS element (for citing)
Total Liability$6,071,140TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFIN 48 FOOTNOTE FORM 990 KALEIDA AND SUBSTANTIALLY ALL OF ITS AFFILIATES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. KALEIDA RECOGNIZES INCOME TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT NEED TO BE RECORDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ZAFAR MIRZA MD
DIRECTOR AND PHYSICIAN$0$1,926,246$0$0$0$0$0$0$0$0$0$1,926,246$0$0
LUIS GONZALEZ MD
MEDICAL STAFF PRES (AS OF 01/2022)$763,809$0$0$0$0$0$20,500$0$99,094$0$883,403$0$0$0
JILL OWENS
PRESIDENT & CEO$0$324,773$0$0$0$3,214$0$0$0$3,229$0$331,216$0$0
RICHARD G BRAUN JR
CHIEF OPERATING OFFICER (UNTIL 5/22)$0$108,979$0$0$0$178,461$0$11,493$0$19,482$0$318,415$0$0
PAUL B KIRSCH
PHYSICIAN$250,000$0$0$0$0$0$13,000$0$36,318$0$299,318$0$0$0
JEFFREY S ZEWE
FORMER PRESIDENT & CEO$0$0$0$0$0$184,025$0$9,017$0$11,782$0$204,824$0$0
DAVID MONROE
CHIEF ADMIN OFFICER (AS OF 6/22)$0$151,435$0$0$0$0$0$5,356$0$35,239$0$192,030$0$0
P HENRI LAMOTHE
VP - MEDICAL AFFAIRS (AS OF 5/22)$0$154,349$0$0$0$0$0$0$0$13,280$0$167,629$0$0
WILLIAM F MILLS
VP - MEDICAL AFFAIRS (UNTIL 1/22)$0$56,996$0$0$0$82,237$0$13,010$0$13,939$0$166,182$0$0
GAIL A BAGAZZOLI
VP - QUALITY & CNO (UNTIL 8/22)$0$126,764$0$0$0$0$0$14,045$0$25,330$0$166,139$0$0
DANIELLE P GREGOIRE
PHYSICIAN ASSISTANT$134,808$0$0$0$0$0$2,600$0$20,590$0$157,998$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationTHE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (III). - RICHARD G. BRAUN, JR. - $178,461 - WILLIAM F. MILLS - $82,237 - JEFFREY ZEWE - $184,025ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ARTICLE III OF THE BRADFORD REGIONAL MEDICAL SERVICES (BRMS) BYLAWS DISCUSSES THE ORGANIZATION'S BOARD OF DIRECTORS. OLEAN GENERAL HOSPITAL BECAME THE MEMBER OF BRMS WHEN BRMC, ITS FORMER SOLE MEMBER, WAS MERGED INTO OGH ON JANUARY 12, 2018.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD SHALL CONSIST OF VOTING DIRECTORS APPOINTED BY OLEAN GENERAL HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7BALL POWERS OF THE CORPORATION SHALL BE EXERCISED BY AND UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS, HEREINAFTER REFERRED TO AS THE "BOARD AND THE BUSINESS, PROPERTY AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE BOARD'S DIRECTION. PROVIDED, HOWEVER, THAT THE BOARD SHALL OBTAIN THE APPROVAL OF OLEAN GENERAL HOSPITAL (OGH) BEFORE ACTION ON ANY OF THE FOLLOWING MATTERS BECOMES FINAL AND EFFECTIVE: 1, AMENDMENT OF THE ARTICLES OF INCORPORATION OF THIS CORPORATION OR THESE BYLAWS; 2. THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL THE PROPERTY OR ASSETS OF THIS CORPORATION; 3. MERGER OR CONSOLIDATION WITH ANY OTHER CORPORATION; 4. DISSOLUTION OF THIS CORPORATION; 5. APPROVAL OF AN ANNUAL BUDGET FOR THIS CORPORATION; 6. ANY TRANSFER OF FUNDS BY GRANT, GIFT, OR LOAN FROM THIS CORPORATION; 7. ANY OTHER MATTER THAT BY LAW WOULD REQUIRE THE APPROVAL OF BRMC.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT COPY OF THE FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE UAHS CHIEF FINANCIAL OFFICER AND OTHER SENIOR MANAGEMENT OF THE UPPER ALLEGHENY HEALTH SYSTEM. A DRAFT COPY OF THE FORM 990 IS THEN PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS PERIODICALLY REVIEWED, AND EACH MEMBER OF THE BOARD COMPLETES A DISCLOSURE FORM.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES COMPENSATION PACKAGES PROVIDED TO THE PRESIDENT AND OTHER ORGANIZATION VICE PRESIDENTS. COMPARABILITY DATA FROM THE HOSPITAL COUNCIL OF WESTERN PA MANAGEMENT COMPENSATION SURVEY IS USED DURING THE REVIEW.
FORM 990, PART VI, SECTION C, LINE 19BRADFORD REGIONAL MEDICAL SERVICES' FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST, FOR A LEGITIMATE BUSINESS PURPOSE (AS DETERMINED BY TOP MANAGEMENT), DOCUMENTS MAY BE VIEWED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE.
FORM 990, PART XII, LINE 2C:THE AUDIT AND COMPLIANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE CONSOLIDATED AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
KALEIDA HEALTH
726 EXCHANGE STREET SUITE 200BUFFALONY14210161533232HOSPITALNY501(C)(3)3N/A0
MILLARD FILLMORE AMBULATORY SURG CENTER
726 EXCHANGE STREET SUITE 200BUFFALONY12410161307129SUPPORT ORGNY501(C)(3)12A0KH
VNA HOME CARE SERVICES
726 EXCHANGE STREET SUITE 200BUFFALONY14210161491203HOME HLTHCARENY501(C)(3)100KH
VNA OF WESTERN NEW YORK
726 EXCHANGE STREET SUITE 200BUFFALONY14210160743214HOME HLTHCARENY501(C)(3)100KH
VISK INC
726 EXCHANGE STREET SUITE 200BUFFALONY14210222738425SUPPORT ORGNY501(C)(3)100KH
THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION
726 EXCHANGE STREET SUITE 200BUFFALONY14210161332044FUNDRAISINGNY501(C)(3)70KH
KALEIDA HEALTH FOUNDATION
726 EXCHANGE STREET SUITE 200BUFFALONY14210161579143FUNDRAISINGNY501(C)(3)70KH
UPPER ALLEGHENY HEALTH SYSTEM INC
515 MAIN STREETOLEANNY14760271255425SUPPORT ORGNY501(C)(3)12A0KH
OLEAN GENERAL HOSPITAL
515 MAIN STREETOLEANNY14760160743102HOSPITALNY501(C)(3)30UAHS
HEALTH SYSTEM PHYSICIAN PC
130 SOUTH UNION STOLEANNY14760232875157PHYS. GROUPNY501(C)(3)100OGH
CHILDREN'S HEALTH HOME OF WNY INC
726 EXCHANGE STREET SUITE 200BUFFALONY14210814086046PED HOME HEALTHNY501(C)(3)100KH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
HARLEM ROAD LEASING LLC
3435 MAIN STREETBUFFALONY14214205588135EQUIPMENT LEASINGNYKALEIDA HEALTH00
AMTON IMAGING LLC
199 PARK CLUB LANE SUITE 300WILLIAMSVILLENY14221262925470HEALTH CARENYKALEIDA WNYI00
SITE E LLC
726 EXCHANGE STREET SUITE 200BUFFALONY14210272124795REAL ESTATE MGMTNYKPI00
SOUTHTOWNS IMAGING LLC
5959 BIG TREE ROAD SUITE 105ORCHARD PARKNY14127471123230EQUIPMENT LEASINGNYKALEIDA WNYI00
COLLABORATIVE CARE VENTURES L
726 EXCHANGE STREET SUITE 200BUFFALONY14210472365690HEALTH CARENYKALEIDA HEALTH00
GREAT LAKES MED BILLING SVCS
199 PARK CLUB LANEWILLIAMSVILLENY14221461668448MEDICAL BILLINGNYKALEIDA WNYI00
ALTUS MANAGEMENT LLC
840 AERO DRIVECHEEKTOWAGANY14225900149184GROUP PURCH ORGNYKALEIDA HEALTH00
SOUTHTOWNS SURGERY CENTER LLC
726 EXCHANGE STREET SUITE 200BUFFALONY14210464742028HEALTH CARENYKALEIDA HEALTH00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BRADFORD HEALTH ENTERPRISES
116-156 INTERSTATE PARKWAYBRADFORDPA16701251591420INVESTMENTSPAOLEAN GENERAL HOSPITALC0
KALEIDA PROPERTIES INC
726 EXCHANGE STREET SUITE 200BUFFALONY14210222738483PROP MGMT SERNYC0N/A
WESTLINK CORPORATION
726 EXCHANGE STREET SUITE 200BUFFALONY14210161354421MED & DIAG SVNYC0N/A
KHBC INC
726 EXCHANGE STREET SUITE 200BUFFALONY14210462164089HEALTH CARENYC0N/A
GREAT LAKES INTEGRATED NETWORK INC
726 EXCHANGE STREET SUITE 200BUFFALONY14210823184375HEALTH CARENYC0N/A
OLEAN MEDICAL PRACTICE PLLC
726 EXCHANGE STREET SUITE 515BUFFALONY14210881324896HEALTH CARENYC0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd