2021-11-05T11:55:23-05:00 2020-12-31 ERNST & YOUNG US LLP 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 990 2020-01-01 134095845 Westchester Medical Center Foundation % DEBORAH BRKICH WEST 9144932961 100 WOODS ROAD TAYLOR PAVILION VALHALLA NY 10595 MICHAEL D ISRAEL PRESIDENT - WCHCC 9144932575 2021-11-03 true MICHAEL D ISRAEL XXX-XX-XXXX Justin Lowe P01866796 2023276000 2 2020 2022-09-23 18:48:47Z MICHAEL D ISRAEL 100 WOODS RD TAYLOR PAVILION VALHALLA NY 10595 5901059 false X WWW.WESTCHESTERMEDICALCENTER.ORG X 1999 NY SUPPORT WESTCHESTER COUNTY HEALTH CARE CORPORATION (WCHCC) AND THE HEALTH AND WELFARE SERVICES PROVIDED TO THE COMMUNITIES SERVED. 26 26 0 0 0 0 6281619 4721411 0 0 529928 623137 468185 136736 7279732 5481284 2533862 2475246 0 0 0 0 328881 139490 527827 911609 634885 3774352 3249621 3505380 2231663 30751020 33804442 570902 166989 30180118 33637453 X SUPPORT WESTCHESTER COUNTY HEALTH CARE CORPORATION (WCHCC) BY BEING RESPONSIVE TO THE NEEDS AND OBJECTIVES OF THE HOSPITAL AND 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72848 mr kevin cook principal gifts officer 40.0 0.0 X 0 170000 57512 Ms Gina Cantelmo Gift Officer 40.0 0.0 X 0 162985 38275 MS Cynthia Gorey Gift Officer (THRU 9/20) 40.0 0.0 X 0 128311 27588 Ms Amy Prince Director of Grants(THRU 10/20) 40.0 0.0 X 0 108652 16514 MR JOHN FARERI TRUSTEE 1.0 0.0 X 0 0 0 MR MITCHELL HOCHBERG TRUSTEE 1.0 0.5 X 0 0 0 MR MICHAEL MCCORMACK VICE-CHAIR 1.0 0.0 X X 0 0 0 MR VINCENT MILLER TRUSTEE 1.0 0.0 X 0 0 0 MS KELLEY REDL-HARDISTY TRUSTEE 1.0 0.0 X 0 0 0 MR MICHAEL ZELDES TRUSTEE 1.0 0.0 X 0 0 0 DAVID ASPRINIO MD TRUSTEE 1.0 0.0 X 0 0 0 MR JAMES RITMAN Vice-Chair 1.0 0.0 X X 0 0 0 MR DAVID M DEMILIA TRUSTEE 1.0 0.0 X 0 0 0 MR ALLEN P KASS TRUSTEE 1.0 0.0 X 0 0 0 MR JOHN M FLANNERY TRUSTEE 1.0 0.0 X 0 0 0 MR JON HALPERN TRUSTEE 1.0 0.0 X 0 0 0 Nancy Fazzinga MD TRUSTEE 1.0 0.0 X 0 0 0 MS LORETTA DAHNKE TRUSTEE 1.0 0.0 X 0 0 0 mr Ben Lieberman TRUSTEE 1.0 0.0 X 0 0 0 mr STEPHEN LEBER TRUSTEE 1.0 0.0 X 0 0 0 mr JOSEPH MARKEY vice chair/treasurer 1.0 0.0 X X 0 0 0 Ms Millie Hernandez Becker TRUSTEE 1.0 0.0 X 0 0 0 Ms Leslie Lampert TRUSTEE 1.0 0.0 X 0 0 0 Dr Pravin Shah md TRUSTEE 1.0 0.0 X 0 0 0 MR ZUBEEN SHROFF CHAIRMAN 1.0 2.25 X X 0 0 0 MR JOHN F HEIMERDINGER SECRETARY 1.0 7.0 X X 0 0 0 MS BRENDA FARERI VICE-CHAIR 1.0 0.0 X X 0 0 0 MR JEREMY ABRAMSON TRUSTEE (EFF. 1/20) 1.0 0.0 X 0 0 0 MR Navy Djonovic TRUSTEE (EFF. 6/20) 1.0 0.0 X 0 0 0 MR Timothy Scannell TRUSTEE 1.0 0.0 X 0 0 0 0 1705370 288863 0 false true false GOBEL GROUP 200 OLD FORGE LANE SUITE 202 KENNETT SQUARE PA 19348 FUNDRAISING SERVICES 139460 1 866266 403171 3451974 135626 4721411 0 329064 329064 0 0 0 0 0 294073 294073 294073 294073 144221 866266 75135 69086 69086 0 0 0 412290 344640 67650 67650 0 5481284 759873 2475246 2475246 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 139490 139490 68251 68251 0 55276 55276 91844 26300 65544 118216 118216 0 0 978 978 0 0 0 0 0 0 PROGRAM SUPPORT 118024 0 33781 84243 MEMBERSHIP DUES 182296 182296 3249621 2475246 246548 527827 0 0 0 15125692 16212101 2096262 1660799 0 0 0 0 0 0 0 0 138650 156785 200176 24085 0 0 0 0 13190240 15750672 0 0 0 0 0 0 0 0 30751020 33804442 500559 131863 0 0 7660 0 0 0 0 0 0 0 0 0 0 0 62683 35126 570902 166989 X 15893417 17751340 14286701 15886113 30180118 33637453 30751020 33804442 X 2231663 1628843 0 0 -403171 X false true X false false X 10099451 7096713 7827878 6281619 4721411 36027072 0 0 10099451 7096713 7827878 6281619 4721411 36027072 1074633 34952439 20287 63378 408146 529928 623137 1644876 0 0 37671948 5192323 0.92781 0.94073 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4412874 213750 716472 5343096 3321762 451961 639151 4412874 2895947 581609 -155794 3321762 2493947 402000 2895947 1236352 1257595 2493947 1.00000 false false 0 SALES TAX 3012 DUE TO AFFILIATES 32114 35126 7216768 1628843 205100 419776 2253719 4963049 518235 518235 5481284 3759433 205100 344641 549741 3209692 39929 39929 3249621 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT THE MISSION OF WESTCHESTER COUNTY HEALTH CARE CORPORATION THROUGH PROGRAM FUNDING AND funding CAPITAL ACQUISITIONS. SCHEDULE D, PART XI, LINE 2D SPECIAL EVENTS GIFTS IN KIND EXPENSE - $75,135 GIFT SHOP EXPENSE - $344,641 SCHEDULE D, PART XI, LINE 4B SPECIAL EVENTS EXPENSES - $403,171 Contributed Goods - Auction - $75,135 Contributed Goods - Program amounts - $39,929 SCHEDULE D, PART XII, LINE 2D GIFT SHOP EXPENSE - $344,641 SCHEDULE, PART XII, LINE 4B Contributed Goods - Program amounts - $39,929 X X X X X X true GOBEL GROUP Service co llc 200 OLD FORGE LANE SUITE 202 KENNET SQUARE PA 19348 FUNDRAISING TRAINING false 139460 139460 NY ANNUAL GALA 563641 501686 61955 71010 21666 15500 175051 GOLF 228500 164000 64500 2000 99485 10000 16561 4 218346 200580 17766 9511 37836 1500 18186 1010487 866266 144221 82521 137321 21666 27000 209798 478306 -334085 SCHEDULE G, PART II $403,171 OF THE TOTAL FUNDRAISING EXPENSES OF $478,306 WERE PAID BY a RELATED ORGANIZATION THROUGH a GRANT. false WESTCHESTER COUNTY HEALTH CARE CORPORATION 100 WOODS ROAD VALHALLA NY 10595 133964321 115 2435317 39929 FMV TOYS, GAMES PROGRAM SUPPORT 1 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT THE ORGANIZATION PROVIDES PHILANTHROPIC SUPPORT TO ITS PARENT COMPANY, WESTCHESTER COUNTY HEALTH CARE CORPORATION, AND ITS AFFILIATES. THE FUNDING IS DONE THROUGH INITIAL BUDGET APPROVAL BY THE BOARD OF TRUSTEES. ALL PAYMENTS ARE APPROVED AND SUPPORTED BY PROPER DOCUMENTATION. SCHEDULE I, PART II, LINE 1 NON-CASH ASSISTANCE NON-CASH ASSISTANCE IS PRIMARILY PROVIDED TO PATIENTS OF MARIA FARERI CHILDREN'S HOSPITAL. NON-CASH ASSISTANCE CONSISTS OF ITEMS SUCH AS TOYS and GAMES, WHICH ARE GIVEN DIRECTLY TO PATIENTS TO PROVIDE SUPPORT DURING THEIR STAY AT THE HOSPITAL. false false false false false false false false false MS KARA BENNORTH administrative manager 0 529166 0 185658 0 19500 0 44745 0 31381 0 810450 0 0 mr kevin cook principal gifts officer 0 170000 0 0 0 0 0 26319 0 31193 0 227512 0 0 MS Sue Gerry EXECUTIVE DIRECTOR 0 292656 0 83430 0 25012 0 44745 0 28103 0 473946 0 0 Ms Gina Cantelmo Gift Officer 0 162985 0 0 0 0 0 26068 0 12207 0 201260 0 0 MS Cynthia Gorey Gift Officer (THRU 9/20) 0 128311 0 0 0 0 0 22607 0 4981 0 155899 0 0 schedule j, part i, line 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J PART I LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIALS COMPENSATION AS DESCRIBED BELOW: THE BOARD OF DIRECTORS PERSONNEL AND COMPENSATION COMMITTEE SETS THE LEVEL OF TOTAL COMPENSATION (BASE SALARY AND INCENTIVE COMPENSATION) AND THE BENEFITS PROVIDED TO THE ORGANIZATION'S SENIOR EXECUTIVES. IN ORDER TO SET BASE SALARY AND INCENTIVE COMPENSATION LEVELS, THE COMMITTEE WORKS WITH A NATIONAL INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE COMMITTEE WITH ITS DECISION-MAKING PROCESSES TO ENSURE THAT (I) EXECUTIVE COMPENSATION LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO THOSE OF OTHER SIMILAR ORGANIZATIONS, AS WELL AS (II) SUCH LEVELS MEET THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" STANDARD. COMPENSATION LEVELS ARE DETERMINED BASED ON COMPETITIVE MARKET DATA FOR COMPARABLE POSITIONS IN SIMILAR SIZED AND TYPE OF ORGANIZATIONS AND EACH EXECUTIVES SCOPE OF RESPONSIBILITIES. IN ADDITION, INCENTIVE COMPENSATION ARRANGEMENTS ARE BASED ON EACH EXECUTIVE'S ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS SET FORTH AT THE BEGINNING OF EACH CALENDAR YEAR, THE ACHIEVEMENT OF WHICH IS MEASURED AT THE END OF EACH CALENDAR YEAR BY THE CEO OR THE BOARD OF DIRECTORS DEPENDING ON THE EXECUTIVE. X 250 COST/SELLING PRICE X 244 20562 FMV X 4 2445 COST/SELLING PRICE X TOYS 2458 39929 COST/SELLING PRICE X ENTERTAINMENT/LEISURe 30 53890 COST/SELLING PRICE X PAINTINGS 4 17150 COST/SELLING PRICE X JEWLERY/ELECTRONICS 3 1400 COST/SELLING PRICE false true false SCHEDULE M, PART I, COLUMN B The organization is reporting the number of contributions in Column (b) for all lines other than Line 9. The organization is reporting the number of items contributed for Line 9. FORM 990, PART III, LINE 2 On March 11, 2020, the World Health Organization officially declared COVID-19, the disease caused by the novel coronavirus, a pandemic. As a result, The Foundation adjusted its fundraising activities and began to initiate new fundraising efforts intended to support WCHCC's COVID-19 response by capturing the emerging and broader wave of support and gratitude for healthcare workers and organizations that was triggered by the pandemic. Besides a shift in fundraising focus, The Foundation also had to adjust the way it operates due to COVID-19 and adapted its methods of communication with donors and prospective donors. IN ADDITION, SPECIAL EVENT FUNDRAISERS WERE EITHER CANCELLED, SCALED BACK OR TOOK PLACE IN VIRTUAL FORMAT THAT RESULTED IN LOWER REVENUE COMPARED TO PRIOR YEARS. FORM 990, PART VI, LINE 2 DESCRIPTION OF TRUSTEE RELATIONSHIP: VICE CHAIR BRENDA FARERI AND TRUSTEE JOHN FARERI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 6 DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF THE FOUNDATION IS WESTCHESTer COUNTY HEALTH CARE CORPORATION (WCHCC). FORM 990, PART VI, LINE 7A ELECTION OF THE GOVERNING BODY: THE MEMBER (WCHCC) SHALL ELECT THE TRUSTEES FROM AMONG THOSE PERSONS NOMINATED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, LINE 7B DECISIONS OF THE GOVERNING BOARD: THE BOARD OF TRUSTEES OF WESTCHESTER COUNTY HEALTH CARE CORPORATION, THE SOLE MEMBER OF THE FOUNDATION, HAS THE AUTHORITY TO APPROVE THE ORGANIZATION'S POLICIES AND PROPOSE CHANGES TO THE ORGANIZATION'S MISSION STATEMENT, AUTHORIZE THE AMENDMENT OR RESTATEMENT OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AND THE AUTHORITY TO APPROVE THE ORGANIZATION'S OPERATING BUDGET. FORM 990, PART VI, LINE 8A & 8B CONTEMPORANEOUS DOCUMENTATION OF MEETINGS HELD AND WRITTEN ACTIONS TAKEN: THE FOUNDATION CONTEMPORANEOUSLY DOCUMENTED, IN THE FORM OF WRITTEN MINUTES, MEETINGS, AND WRITTEN ACTIONS TAKEN BY ITS GOVERNING BOARD AND COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX ADVISORS WITH ASSISTANCE FROM THE ORGANIZATION'S FINANCE DEPARTMENT AND OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PROVIDED TO THE BOARD OF THE ORGANIZATION FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY MEANS OF A SURVEY DEVELOPED AND APPROVED BY THE CHIEF COMPLIANCE OFFICER. THE SURVEY IS SENT TO ALL TRUSTEES, OFFICERS, AND KEY EXECUTIVES FOR COMPLETION. ALL SURVEY RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED IN THE RESPONSES ARE DISCUSSED WITH SENIOR MANAGEMENT AND/OR REFERRED TO THE WMC HEALTH CONFLICTS OF INTEREST COMMITTEE FOR DISCUSSION. POTENTIAL ACTIONS TO BE TAKEN IN RESPONSE TO A CONFLICT CAN BE ONE OR MORE OF THE FOLLOWING: 1)DISCLOSURE OF THE CONFLICT 2) INDIVIDUAL RECUSAL FROM DECISIONS FOR TRANSACTIONS WHERE THAT INDIVIDUAL MAY HAVE A CONFLICT 3) REQUEST IN WRITING THE INDIVIDUAL ALLEVIATES THE CONFLICT 4) REMOVAL OF THE INDIVIDUAL FROM EMPLOYMENT. FORM 990, PART VI, LINE 19 How organization makes governing documents, conflict of interest policy, and financial statements available to the public: GOVERNING DOCUMENTS, CONFLiCTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: FUNDRAISING EXPENSES PAID BY RELATED ORGANIZATION ON THE FOUNDATION'S BEHALF - ($403,171) BON SECOURS COMMUNITY HOSPITAL FDN 255 LAFAYETTE AVE SUFFERN NY 10901 810667395 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false BON SECOURS WARWICK HEALTH FOUNDATION 255 LAFAYETTE AVE SUFFERN NY 10901 141972807 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false BON SECOURS CHARITY HEALTH SYSTEM INC 255 LAFAYETTE AVE SUFFERN NY 10901 912135195 SUPPORTING NY 501(c)(3) 12c, III-FI WCHCC false HEALTHALLIANCE FOUNDATION INC 741 GRANT AVENUE LAKE KATRINE NY 12449 222511450 FUNDRAISING NY 501(c)(3) 7 HA INC false HEALTHALLIANCE HOSP MARY'S AVE CAMPUS 105 MARYS AVENUE KINGSTON NY 12401 141338470 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE MEMORIAL HOSPITAL 42084 STATE ROUTE 28 MARGARETVILLE NY 12455 150552726 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE NURSING HOME INC 42158 STATE ROUTE 28 MARGARETVILLE NY 12455 223143565 NURSING HOME NY 501(c)(3) 10 MMH false MARGARETVILLE HEALTH FOUNDATION 42084 STATE ROUTE 28 MARGARETVILLE NY 12455 261998454 SUPPORT FDN NY 501(c)(3) 12A MMH false GOOD SAMARITAN FDN FOR BETTER HEALTH 255 LAFAYETTE AVE SUFFERN NY 10901 133400353 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false WMC HEALTH NETWORK - ROCKLAND INC 100 WOODS ROAD VALHALLA NY 10595 320467873 SUPPORTING NY 501(c)(3) 12A NA false FASC FOUNDATION 741 GRANT AVENUE LAKE KATRINE NY 12449 264201295 SUPPORT FDN NY 501(C)(3) 7 HAH BWAY false WMC HEALTH NETWORK - ULSTER INC 100 WOODS ROAD VALHALLA NY 10595 320477183 SUPPORTING NY 501(C)(3) 12a WCHCC false WESTCHESTER COUNTY HEALTH CARE CORP 100 WOODS ROAD VALHALLA NY 10595 133964321 HEALTHCARE NY 115 n/a na false WMC-NEW YORK INC 100 WOODS ROAD VALHALLA NY 10595 134107894 FUNDRAISING NY 501(C)(3) 12a WCHCC false NORTH ROAD LHCSA INC 241 NORTH ROAD POUGHKEEPSIE NY 12601 465293268 HOMECARE SVCS NY 501(C)(3) 10 WCHCC false MID-HUDSON VALLEY EARLY EDUCATION CENTER 241 NORTH ROAD POUGHKEEPSIE NY 12601 465534882 PRESCHOOL NY 501(C)(3) 7 WCHCC false HEALTHALLIANCE INC 741 GRANT AVENUE LAKE KATRINE NY 12445 261850453 SUPPORTING NY 501(C)(3) 12a WCHCC false HEALTHALLIANCE HOSPITAL BROADWAY CAMPUS 396 BROADWAY KINGSTON NY 12401 141349558 EXEMPT HOSP NY 501(C)(3) 3 HA INC false HUDSON RIVER NORTH INSURANCE LIMITED 23 LIME TREE BAY AVE po box grand cayman CJ CAP INSURANCE CJ HEALTHALLIANCE C Corp false NORTHEAST PROVIDER SOLUTIONS INC 100 WOODS ROAD VALHALLA NY 10595 133991673 MSO & HEARING NY NA C CORP false WESTCHESTER MEDICAL REGIONAL PHYS SVCS 241 NORTH ROAD POUGHKEEPSIE NY 10532 465522536 PHYSICIAN OFFICES NY NA C Corp false WCHCC (BERMUDA) LIMITED VICTORIA HALL 11 VICTORIA STREET HAMILTON BD BE CAP INSURANCE BE NA C Corp false KINGSTON REGIONAL HEALTH CARE ENTERPRISE 396 BROADWAY KINGSTON NY 12401 161514994 INVESTMENT NY NA C Corp false MID HUDSON PHYSICIANS PC 396 BROADWAY KINGSTON NY 12401 203564769 MEDICAL SVCS NY NA C Corp false BSCHS MEDICAL GROUP PC 10 FRANKLIN TURNPIKE MAHWAH NJ 07430 821632215 MEDICAL SERVICES NY BSCHSI C Corp false HUDSON RIVER WEST INSURANCE (BARBADOS) 23 LIME TREE BAY AVE po box grand cayman CJ CAP INSURANCE CJ bschsi C Corp false false true true false false false false false false false false false true false true true false false false SCHEDULE R, PART II BON SECOURS CHARITY HEALTH SYSTEM, INC. (BSCHS) AND WESTCHESTER MEDICAL CENTER FOUNDATION, INC. HAS A BROTHER-SISTER RELATIONSHIP WITH BSCHS'S SIX SUBORDINATES IN A GROUP EXEMPTION.