FAMILY CARE CENTERS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FAMILY CARE CENTERS INC (EIN 23-2349341)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-06
- IRS object ID
- 202021279349301132
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T15:46:40-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232349341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY CARE CENTERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 4848840130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 EAST BROWN STREET | AddressLine1Txt |
| City | EAST STROUDSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT THOMAS | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 4848840130 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.15.236.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 15:35:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49837C5433ED37C0D08C9BDB2C3D66DAED5A8D4F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHIGH VALLEY PHYSICIAN GROUP - POCONO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL ROSSI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 EAST BROWN STREET | AddressLine1Txt |
| City | EAST STROUDSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,852,319 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LVHN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PREVENT ILLNESS, PROMOTE WELLNESS, AND RESTORE HEALTH IN THE POCONO AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 494 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,049,653 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,273,564 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,783 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,648 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $575,667 | CYOtherRevenueAmt |
| PY Total Revenue | $39,084,436 | PYTotalRevenueAmt |
| CY Total Revenue | $33,846,583 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,938,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,806,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,521,835 | PYOtherExpensesAmt |
| CY Other Expenses | $17,904,645 | CYOtherExpensesAmt |
| PY Total Expenses | $76,460,350 | PYTotalExpensesAmt |
| CY Total Expenses | $65,710,720 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,375,914 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$31,864,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,137,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,673,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,231,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,581,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,905,672 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,092,291 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS WHO WE ARE AND WHAT WE DO: TO PROVIDE WORLD CLASS CARE CLOSE TO HOME. OUR VISION IS WHAT WE AIM FOR TO BEST SERVE OUR COMMUNITY: TO BUILD A HEALTHIER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,499,147 | ExpenseAmt |
| Revenue | $33,843,495 | RevenueAmt |
| Desc | FAMILY CARE CENTERS INC. DBA LEHIGH VALLEY PHYSICIAN GROUP - POCONO (LVPG-P) PROMOTES THE EFFICIENT DELIVERY OF HIGH QUALITY MEDICAL CARE IN AND AROUND THE STROUDSBURG, PENNSYLVANIA AREA AND MONROE COUNTY. LVPG-P ENGAGES IN ACTIVITIES RELATED TO THE PROMOTION OF HEALTH CARE OF PERSONS IN OUR SERVICE AREA, INCLUDING AMBULATORY, MEDICAL AND RELATED SERVICES FOR THE DIAGNOSIS, TREATMENT AND CARE, WITHOUT REGARD TO RACE, CREED, AGE OR GENDER; BY AND THROUGH THE EMPLOYMENT, CONTRACT OR OTHERWISE, OF QUALIFIED PHYSICIANS AND OTHER MEDICAL PROFESSIONALS.HISTORY AND BACKGROUNDLVPG-P WAS ESTABLISHED IN 1985 AS AN AFFILIATE OF THE POCONO HEALTH SYSTEM. AS A NON-PROFIT CORPORATION WHICH SUPPORTS BOTH THE LEHIGH VALLEY HOSPITAL - POCONO (LVH-P) AND LEHIGH VALLEY HEALTH NETWORK, LVPG-P OPERATES SEVERAL PHYSICIANS' PRACTICES, INCLUDING BUT NOT LIMITED TO FAMILY MEDICINE, HEMATOLOGY AND ONCOLOGY, INTERNAL MEDICINE, PSYCHIATRY, PEDIATRICS, CARDIOLOGY, GENERAL SURGERY AND OBSTETRICS AND GYNECOLOGY. LVPG-P ALSO OPERATES 5 EXPRESS CARE LOCATIONS. ALSO, THE ORGANIZATION PROVIDES PHYSICIAN PRACTICE SUPPORT SERVICES INCLUDING: BILLING, INFORMATION TECHNOLOGY, AND TELECOMMUNICATIONS. IN ADDITION, THE ORGANIZATION HAS ENHANCED THE OUTPATIENT SERVICES AVAILABLE TO PERSONS IN THE AREA, INCLUDING SERVICES TO THE INDIGENT AND UNDERINSURED. WITH A CURRENT SIZE OF 64 PHYSICIANS AND 64 ADVANCED PRACTICE CLINICIANS, LVPG-P OPERATES AS A SINGLE ENTITY WITH SERVICES PROVIDED AT NUMEROUS LOCATIONS WITHIN THE MONROE COUNTY REGION. DURING THE YEAR ENDED JUNE 30, 2019, LVPG-P PRACTICES HAD 282,475 PATIENT VISITS, ESSENTIALLY EQUAL TO THE YEAR ENDED JUNE 30, 2018 VISITS OF 281,572.THE ORGANIZATION AIMS TO PROVIDE EXCELLENT QUALITY CARE TO OUR DIVERSE AND GROWING COMMUNITY AND STILL PROVIDE FOR NEEDED CAPITAL FOR THE FUTURE. ALL RESOURCES AND PROGRAM SERVICE EXPENSES ARE UTILIZED TO OFFER OUR PATIENTS QUALITY CARE THROUGH MULTIPLE SERVICE LINES. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO: FAMILY PRACTICE, OBSTETRICS AND GYNECOLOGY, DIAGNOSTIC TESTING, OCCUPATIONAL MEDICINE, ONCOLOGY, ANESTHESIOLOGY SERVICES, CARDIOLOGY SERVICES, AND PULMONARY CARE.THE INTERNAL MEDICINE TEAM PAVES THE WAY IN PROVIDING SPECIALIZED CARE TO ADULT PATIENTS. AS PART OF THE POCONO HEALTH SYSTEM AND LEHIGH VALLEY HEALTH NETWORK, LVPG-P OFFERS THE FINEST PHYSICIANS AND TECHNOLOGY TO THE AREA AND CONNECTS THEM TO LEHIGH VALLEY HOSPITAL - POCONO WHEN A GREAT DEGREE OF SERVICE IS REQUIRED. LVPG-P CONSTANTLY ASSESSES AND IMPROVES, WHEN POSSIBLE, EQUIPMENT USED, QUALITY REVIEW MEASURES, AND SCHEDULING CONSIDERATIONS IN ORDER TO MEET OR EXCEED THE STANDARD OF CARE EXPECTED FOR THESE SERVICES. TO FACILITATE CARE, MANY OF OUR PRACTICES OFFER MULTIPLE SITES AND EXTENDED OFFICE HOURS. OUR FACILITIES ARE LOCATED IN AREAS THAT ARE CONSIDERED UNDERSERVED WITHIN THE COMMUNITY.THE INPATIENT POCONO PSYCHIATRIC UNIT CONTINUES TO FOCUS ON RESTRAINT REDUCTIONS, FALL REDUCTION, AND INCREASED COMPLIANCE WITH TREATMENT PLAN REVIEWS. OTHER INITIATIVES INCLUDE THE TRANSMISSION OF PATIENT METABOLIC DATA TO THE PATIENT'S NEXT LEVEL OF CARE OR PRIMARY CARE PROVIDER TO ENSURE CONTINUITY OF CARE. CARDIOLOGY SERVICES:LVPG-P HAS MONROE COUNTY'S ONLY ON-SITE OPEN HEART SURGERY PROGRAM, THE ONLY TEAM DESIGNATED TO TREAT HIGH-RISK HEART ATTACKS 24/7, AS WELL AS THE ONLY HOSPITAL-BASED VASCULAR SURGERY TEAM.GASTROENTEROLOGY:DURING FY 2019 GASTROENTEROLOGY SERVICES WERE EXPANDED AS A RESULT OF AN AGREEMENT WITH TWIN RIVERS GASTROENTEROLOGY GROUP. WOMEN'S SERVICES: LVPG-P MAINTAINS A SPECIAL FOCUS ON PRENATAL CARE AS A COMPONENT OF ITS COMPREHENSIVE OBSTETRICS AND GYNECOLOGY SERVICES, INCLUDING GENERAL OBSTETRIC / GYNECOLOGIC CARE. A MOBILE MAMMOGRAPHY PROGRAM WAS INSTITUTED IN FY 2019.CANCER SERVICES:AS PART OF LEHIGH VALLEY CANCER INSTITUTE, THE DALE AND FRANCES HUGHES CANCER CENTER AT LVHPOCONO WAS EXTENDED MEMBERSHIP TO THE MEMORIAL SLOAN KETTERING CANCER ALLIANCE. FOR PATIENTS, THAT IS RECOGNITION OF THE TOP-NOTCH CARE AND ACCESSIBILITY OF INNOVATIVE TREATMENTS AND CLINICAL TRIALS THAT ARE AVAILABLE CLOSE TO HOME IN THE POCONO REGION. CANCER CARE PROGRAMS INCLUDE PREVENTION, DETECTION, DIAGNOSIS, THERAPY, CLINICAL TRIALS, REHABILITATION AND THE EVALUATION OF CANCER-RELATED CARE. PRIMARY CARE:LVPG-P PHYSICIANS AND PROVIDERS PROVIDE HIGH QUALITY, COMPREHENSIVE, COORDINATED CARE TO ADULTS AND CHILDREN IN THE SETTING OF PATIENT-CENTERED MEDICAL HOMES. WE STRIVE TO PROVIDE ACCESS TO CARE AT THE TIME OF NEED, FOCUS ON PREVENTION AND CHRONIC ILLNESS MANAGEMENT AND PROVIDE COORDINATION BETWEEN SPECIALIST AND SERVICE.INFANTS/CHILDREN/YOUNG ADULTS:LVPG-P OFFERS COMPREHENSIVE INPATIENT AND OUTPATIENT PEDIATRIC MEDICAL CARE BY COMBINING A PHILOSOPHY OF PATIENT/FAMILY-CENTERED CARE WITH DIAGNOSTIC, MEDICAL AND SURGICAL TECHNIQUES. SERVICES ARE PROVIDED THROUGH THE COLLABORATIVE EFFORTS OF COMMUNITY AND HOSPITAL BASED PHYSICIANS AND SUBSPECIALISTS. TELEMEDICINE PROGRAMS THE DEPARTMENT OF MEDICINE HAS REMAINED A LEADER IN THE DEVELOPMENT AND IMPLEMENTATION OF INNOVATIVE TELEMEDICINE PROGRAMS THAT HAVE EXPANDED OUR CAPACITY TO PROVIDE HIGH QUALITY HEALTHCARE SERVICES THROUGHOUT OUR GROWING NETWORK AND BEYOND. TELEMEDICINE ALLOWS OUR TEAM TO OFFER SPECIALTY CARE TO SITES AND PATIENTS THAT WOULD OTHERWISE NOT HAVE ACCESS TO THESE SERVICES.ECONSULT PROGRAM THE DOM HAS CONTINUED TO PROMOTE INNOVATION IN OUR CARE DELIVERY MODEL. ONE MAJOR INNOVATION LAUNCHED IN 2018 WAS THE CREATION OF THE ECONSULT PROGRAM. THIS NEW TOOL ALLOWED LVPG PROVIDERS TO POSE PATIENT-SPECIFIC, NON-URGENT QUESTIONS TO THEIR SPECIALIST COLLEAGUES IN MULTIPLE DISCIPLINES. REQUESTING PROVIDERS RECEIVE FEEDBACK WITHIN THREE WORKING DAYS. THE REQUESTS AND RECOMMENDATIONS ARE FORMALLY EMBEDDED WITHIN THE EMR AND BECOME PART OF THE LEGAL MEDICAL RECORD.2019 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) THE CHNA REPORT EXAMINES THE FACTORS THAT IMPACT THE HEALTH AND WELLNESS OF ALL THE PEOPLE IN A PARTICULAR GEOGRAPHIC AREA. THE CHNA IS AN IMPORTANT OVERVIEW OF THE CURRENT STATE OF HEALTH IN OUR REGION AND IDENTIFIES POTENTIAL AREAS OF CONCERN. THESE REPORTS WERE REVIEWED BY LVHN EXECUTIVE LEADERSHIP AT EACH CAMPUS, AND INITIAL HEALTH NEEDS WERE PRIORITIZED BASED ON THE COMMUNITIES INPUT AND LVHN'S ABILITY TO MAKE A DIFFERENCE ON THAT HEALTH NEED. NEXT STEPS INCLUDE DEVELOPING STRATEGIES TO ADDRESS PRIORITIZED HEALTH NEEDS WHICH WILL BE PRESENTED IN LVHN'S CHNA IMPLEMENTATION PLAN. ALTHOUGH LVPG-P IS NOT REQUIRED TO COMPLETE A CHNA, OUR PHYSICIANS ARE ACTIVELY INVOLVED IN HELPING TO CARRY OUT THE STRATEGIES IDENTIFIED IN THE IMPLEMENTATION PLAN FOR OUR MONROE COUNTY REGION. | Desc |
| Total Program Service Expenses | $61,499,147 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 494 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4848840130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 MACK BLVD FINANCE 4TH FLOOR | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ROSSI MD | |||||||||
| PRESIDENT | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $980,199 | $39,436 | ||
| JOSEPH DEFULVIO MD | |||||||||
| CHAIR | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $443,527 | $33,525 | ||
| ERIC WILSON MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $617,962 | $17,576 | |||
| SOWMYA LAKSHMINARAYANAN MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $405,438 | $17,576 | |||
| ALICIA SIMON CRNP | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $139,155 | $24,334 | |||
| DAVID TESTA DO | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $211,759 | $17,573 | |||
| SEANNA THOMPSON MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $395,640 | $0 | |||
| JAMES DEMOPOULOS SR MHA | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $513,697 | $22,525 | |||
| RONALD FREUDENBERGER MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $732,356 | $39,436 | |||
| TIMOTHY FRIEL MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $581,511 | $39,436 | |||
| GRANT GREENBERG MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $361,091 | $28,532 | |||
| NATHAN HAGSTROM MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $532,737 | $38,276 | |||
| THOMAS HUTCHINSON MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $686,173 | $22,000 | |||
| JOSEPH MONKOSKI | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $86,438 | $5,733 | |||
| SURESH NAIR MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $630,829 | $41,365 | |||
| EDWARD NORRIS MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $494,048 | $39,436 | |||
| MICHAEL PASQUALE MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $877,702 | $39,436 | |||
| JENNIFER STEPHENS DO | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $423,551 | $33,497 | |||
| THOMAS V WHALEN MD MMM | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $991,405 | $33,933 | |||
| SAMER ALKHUJA | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $697,395 | $0 | $42,077 | Yes (X) | |||
| KARTHIK P SHEKA | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $690,984 | $0 | $36,077 | Yes (X) | |||
| ANIL GUPTA | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $690,149 | $0 | $25,539 | Yes (X) | |||
| LUIS CERVANTES | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $634,788 | $0 | $17,577 | Yes (X) | |||
| DAVID MEIR-LEVI | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $605,944 | $0 | $41,615 | Yes (X) | |||
| ELIZABETH WISE | |||||||||
| FORMER PRESIDENT/CEO | 1.00 | 39.00 | $0 | $493,982 | $31,748 | Yes (X) | |||
| LAMONT LOUIS | |||||||||
| FORMER DIRECTOR | 1.00 | 39.00 | $0 | $104,744 | $4,367 | Yes (X) | |||
| CHARLES HERMAN MD | |||||||||
| FORMER DIRECTOR | 1.00 | 39.00 | $0 | $611,603 | $28,073 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,319,260 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,315,547 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $760,698 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN VALLEY ORTHOPEDICS PC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 PLAZA CT C | AddressLine1Txt |
| City | EAST STROUDSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PHYSICIAN SERVICES | ServicesDesc |
| Compensation | $137,584 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT REVENUE | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $33,273,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,273,564 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,273,564 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,088 | TotalRevenueColumnAmt |
| Exclusion | $3,088 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,736 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,736 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,736 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,736 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHYSICIAN FEE REVENUE-MISC | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $575,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $575,667 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $575,667 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,846,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,843,495 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,088 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,795,488 | TotalAmt |
| Program Services | $37,171,887 | ProgramServicesAmt |
| Management And General | $2,623,601 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,613 | TotalAmt |
| Program Services | $1,125,613 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,777,885 | TotalAmt |
| Program Services | $4,777,885 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,107,089 | TotalAmt |
| Program Services | $2,107,089 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,757,204 | TotalAmt |
| Program Services | $4,330,975 | ProgramServicesAmt |
| Management And General | $426,229 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,917 | TotalAmt |
| Program Services | $11,574 | ProgramServicesAmt |
| Management And General | $343 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,266 | TotalAmt |
| Program Services | $58,147 | ProgramServicesAmt |
| Management And General | $3,119 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745 | TotalAmt |
| Program Services | $1,745 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,204,833 | TotalAmt |
| Program Services | $2,141,469 | ProgramServicesAmt |
| Management And General | $63,364 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,087 | TotalAmt |
| Program Services | $178,359 | ProgramServicesAmt |
| Management And General | $15,728 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,697 | TotalAmt |
| Program Services | $8,153 | ProgramServicesAmt |
| Management And General | $1,544 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,651 | TotalAmt |
| Program Services | $802,501 | ProgramServicesAmt |
| Management And General | $235,150 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,161 | TotalAmt |
| Program Services | $674,161 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES & DRUG | $4,328,148 | $4,278,750 | $49,398 |
| PHYSICIAN PRACTICE GOOD | $2,401,448 | $1,664,384 | $737,064 |
| BAD DEBT EXPENSE | $1,750,672 | $1,750,672 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,816 | TotalAmt |
| Program Services | $415,783 | ProgramServicesAmt |
| Management And General | $56,033 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,710,720 | TotalAmt |
| Program Services | $61,499,147 | ProgramServicesAmt |
| Management And General | $4,211,573 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,830 | BOYAmt |
| EOY | $4,699 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,726,796 | BOYAmt |
| EOY | $5,208,627 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714,021 | BOYAmt |
| EOY | $2,269,714 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,752,511 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $259,563 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,600 | BOYAmt |
| EOY | $101,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,605,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,550,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,131,951 | BOYAmt |
| EOY | $5,055,400 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,101 | BOYAmt |
| EOY | $22,028 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,299 | BOYAmt |
| EOY | $17,673,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,215,258 | BOYAmt |
| EOY | $5,575,028 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,983,631 | BOYAmt |
| EOY | $3,006,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,627 | BOYAmt |
| EOY | $8,581,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,905,672 | BOYAmt |
| EOY | $9,092,291 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,905,672 | BOYAmt |
| EOY | $9,092,291 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,299 | BOYAmt |
| EOY | $17,673,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$31,864,137 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $30,050,756 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,490,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,209 | DepreciationAmt |
| Book Value | $1,143,408 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,381,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $785,160 | DepreciationAmt |
| Book Value | $1,596,575 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,733,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,418,176 | DepreciationAmt |
| Book Value | $2,315,417 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,055,400 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY DUE TO AFFFILIATES | $2,984,553 |
| 457B PLAN | $22,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,006,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AND ITS SUBSIDIARIES ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAX IMPOSED ON UNRELATED BUSINESS INCOME. THE MOST RECENT DETERMINATION LETTER RECEIVED BY THE ORGANIZATION IS DATED MAY 1, 2014. THE ORGANIZATION AND ITS SUBSIDIARIES ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740. THE ORGANIZATION'S FOR-PROFIT COMPONENTS RECOGNIZE DEFERRED TAX ASSETS AND LIABILITIES FOR THE FUTURE TAX IMPACT OF TEMPORARY DIFFERENCES BETWEEN AMOUNTS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND THEIR RESPECTIVE TAX BASES AND THE FUTURE BENEFIT OF UTILIZATION OF NET OPERATING LOSS CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. INCOME TAXES OF THE ORGANIZATION'S TAX-EXEMPT AND FOR-PROFIT COMPONENTS ARE NOT MATERIAL TO THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ROSSI MD | ||||||||||||||
| PRESIDENT | $0 | $689,073 | $0 | $137,841 | $0 | $153,285 | $0 | $0 | $0 | $39,436 | $0 | $1,019,635 | $0 | $0 |
| JOSEPH DEFULVIO MD | ||||||||||||||
| CHAIR | $0 | $413,650 | $0 | $5,567 | $0 | $24,310 | $0 | $0 | $0 | $33,525 | $0 | $477,052 | $0 | $0 |
| ERIC WILSON MD | ||||||||||||||
| DIRECTOR | $0 | $583,054 | $0 | $0 | $0 | $34,908 | $0 | $0 | $0 | $17,576 | $0 | $635,538 | $0 | $0 |
| SOWMYA LAKSHMINARAYANAN MD | ||||||||||||||
| DIRECTOR | $0 | $408,812 | $0 | $0 | $0 | -$3,374 | $0 | $0 | $0 | $17,576 | $0 | $423,014 | $0 | $0 |
| ALICIA SIMON CRNP | ||||||||||||||
| DIRECTOR | $0 | $141,000 | $0 | $800 | $0 | -$2,645 | $0 | $0 | $0 | $24,334 | $0 | $163,489 | $0 | $0 |
| DAVID TESTA DO | ||||||||||||||
| DIRECTOR | $0 | $218,263 | $0 | $0 | $0 | -$6,504 | $0 | $0 | $0 | $17,573 | $0 | $229,332 | $0 | $0 |
| SEANNA THOMPSON MD | ||||||||||||||
| DIRECTOR | $0 | $375,200 | $0 | $19,082 | $0 | $1,358 | $0 | $0 | $0 | $0 | $0 | $395,640 | $0 | $0 |
| JAMES DEMOPOULOS SR MHA | ||||||||||||||
| DIRECTOR | $0 | $351,731 | $0 | $114,687 | $0 | $47,279 | $0 | $0 | $0 | $22,525 | $0 | $536,222 | $0 | $0 |
| RONALD FREUDENBERGER MD | ||||||||||||||
| DIRECTOR | $0 | $593,626 | $0 | $102,175 | $0 | $36,555 | $0 | $0 | $0 | $39,436 | $0 | $771,792 | $0 | $0 |
| TIMOTHY FRIEL MD | ||||||||||||||
| DIRECTOR | $0 | $463,468 | $0 | $86,484 | $0 | $31,559 | $0 | $0 | $0 | $39,436 | $0 | $620,947 | $0 | $0 |
| GRANT GREENBERG MD | ||||||||||||||
| DIRECTOR | $0 | $308,979 | $0 | $57,656 | $0 | -$5,544 | $0 | $0 | $0 | $28,532 | $0 | $389,623 | $0 | $0 |
| NATHAN HAGSTROM MD | ||||||||||||||
| DIRECTOR | $0 | $409,840 | $0 | $101,477 | $0 | $21,420 | $0 | $0 | $0 | $38,276 | $0 | $571,013 | $0 | $0 |
| THOMAS HUTCHINSON MD | ||||||||||||||
| DIRECTOR | $0 | $540,611 | $0 | $100,879 | $0 | $44,683 | $0 | $0 | $0 | $22,000 | $0 | $708,173 | $0 | $0 |
| SURESH NAIR MD | ||||||||||||||
| DIRECTOR | $0 | $552,644 | $0 | $49,632 | $0 | $28,553 | $0 | $0 | $0 | $41,365 | $0 | $672,194 | $0 | $0 |
| EDWARD NORRIS MD | ||||||||||||||
| DIRECTOR | $0 | $399,411 | $0 | $74,531 | $0 | $20,106 | $0 | $0 | $0 | $39,436 | $0 | $533,484 | $0 | $0 |
| MICHAEL PASQUALE MD | ||||||||||||||
| DIRECTOR | $0 | $702,552 | $0 | $130,280 | $0 | $44,870 | $0 | $0 | $0 | $39,436 | $0 | $917,138 | $0 | $0 |
| JENNIFER STEPHENS DO | ||||||||||||||
| DIRECTOR | $0 | $346,352 | $0 | $56,250 | $0 | $20,949 | $0 | $0 | $0 | $33,497 | $0 | $457,048 | $0 | $0 |
| THOMAS V WHALEN MD MMM | ||||||||||||||
| DIRECTOR | $0 | $683,396 | $0 | $147,927 | $0 | $160,082 | $0 | $0 | $0 | $33,933 | $0 | $1,025,338 | $0 | $0 |
| SAMER ALKHUJA | ||||||||||||||
| PHYSICIAN | $698,833 | $0 | $0 | $0 | -$1,438 | $0 | $0 | $0 | $42,077 | $0 | $739,472 | $0 | $0 | $0 |
| KARTHIK P SHEKA | ||||||||||||||
| PHYSICIAN | $645,121 | $0 | $49,237 | $0 | -$3,374 | $0 | $0 | $0 | $36,077 | $0 | $727,061 | $0 | $0 | $0 |
| ANIL GUPTA | ||||||||||||||
| PHYSICIAN | $638,244 | $0 | $53,240 | $0 | -$1,335 | $0 | $0 | $0 | $25,539 | $0 | $715,688 | $0 | $0 | $0 |
| LUIS CERVANTES | ||||||||||||||
| PHYSICIAN | $638,942 | $0 | $0 | $0 | -$4,154 | $0 | $0 | $0 | $17,577 | $0 | $652,365 | $0 | $0 | $0 |
| DAVID MEIR-LEVI | ||||||||||||||
| PHYSICIAN | $553,481 | $0 | $55,837 | $0 | -$3,374 | $0 | $0 | $0 | $41,615 | $0 | $647,559 | $0 | $0 | $0 |
| ELIZABETH WISE | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $416,702 | $0 | $25,000 | $0 | $52,280 | $0 | $0 | $0 | $31,748 | $0 | $525,730 | $0 | $0 |
| LAMONT LOUIS | ||||||||||||||
| FORMER DIRECTOR | $0 | $77,240 | $0 | $0 | $0 | $27,504 | $0 | $0 | $0 | $4,367 | $0 | $109,111 | $0 | $0 |
| CHARLES HERMAN MD | ||||||||||||||
| FORMER DIRECTOR | $0 | $603,336 | $0 | $0 | $0 | $8,267 | $0 | $0 | $0 | $28,073 | $0 | $639,676 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | SEVERAL DIRECTORS AND OFFICERS ARE PAID BY RELATED ORGANIZATIONS. THOSE RELATED ORGANIZATIONS USE THE FOLLOWING METHODS TO DETERMINE THEIR COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY PHYSICIAN GROUP, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2018: MICHAEL ROSSI $152,376 JOSEPH DEFULVIO $27,560 JAMES DEMOPOULOS $48,977 RONALD FREUDENBERGER $42,907 TIMOTHY FRIEL $34,848 NATHAN HAGSTROM $29,363 THOMAS HUTCHINSON $36,059 SURESH NAIR $34,164 EDWARD NORRIS $28,824 MICHAEL PASQUALE $49,970 JENNIFER STEPHENS $24,279 THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2018: THOMAS WHALEN $139,213 THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL-POCONO, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2018: ELIZABETH WISE $37,458 CHARLES HERMAN $26,014 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS LEHIGH VALLEY PHYSICIAN GROUP (LVPG), A PENNSYLVANIA NON-PROFIT CORPORATION. ON DECEMBER 11, 2015, LEHIGH VALLEY HEALTH NETWORK (LVHN) EXECUTED AN AFFILIATION AGREEMENT WITH THE POCONO HEALTH SYSTEM (PHS) PROVIDING FOR AN AFFILIATION BETWEEN LVHN AND POCONO MEDICAL CENTER (PMC), POCONO HEALTH FOUNDATION (FOUNDATION), FAMILY CARE CENTERS (FCC), POCONO VNA/HOSPICE (VNA), POCONO HEALTHCARE PARTNERS (PHP), AND POCONO AMBULATORY SERVICES (PAS). THE GOVERNING DOCUMENTS OF PHS WERE AMENDED SUCH THAT EFFECTIVE JANUARY 1, 2017, THE CLOSING DATE OF THE AFFILIATION, PHS MERGED INTO LVHN AND LVHN BECAME THE SOLE MEMBER OF POCONO HEALTH SYSTEM. PHS CONSISTS PRIMARILY OF PMC, A 239-BED INPATIENT ACUTE CARE HOSPITAL, ALSO PROVIDING REHABILIATION AND EMERGENCY CARE SERVICES TO EAST STROUDSBURG, PENNSYLVANIA AND SURROUNDING COMMUNITIES; POCONO VNA/HOSPICE, PROVIDING HOME HEALTH AND HOSPICE SERVICES; AND FCC, A MULTI-SPECIALTY PHYSICIAN GROUP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S SOLE CORPORATE MEMBER, LEHIGH VALLEY PHYSICIAN GROUP, HAS THE POWER TO ELECT, APPOINT, APPROVE, OR REJECT MEMBER'S OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S SOLE CORPORATE MEMBER, LEHIGH VALLEY PHYSICIAN GROUP, HAS THE POWER TO APPROVE OR REJECT CERTAIN MAJOR OPERATING DECISIONS MADE BY THE ORGAZINATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS TO REVIEW THE FORM 990'S INCLUDES: DRAFT 1 OF THE RETURNS IS REVIEWED IN DETAIL WITH A FOCUS ON ACCURACY, COMPLETENESS, AND PERSPECTIVE BY THE LVHN VICE-PRESIDENT, FINANCE & CONTROLLER, AND THE LVHN CORPORATE LEGAL COUNSEL. DRAFT 2 OF THE RETURNS IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. ALL COMPENSATION DISCLOSURES ARE REVIEWED BY THE DIRECTOR, COMPENSATION - HUMAN RESOURCES. DRAFT 3 OF THE RETURNS IS REVIEWED TOGETHER WITH THE PRESIDENT & CEO, THE EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, THE VICE-PRESIDENT, FINANCE & CONTROLLER, AND THE DIRECTOR, TAX. FINAL RETURNS ARE REVIEWED WITH THE POCONO BOARD FINANCE COMMITTEE AND THEN WITH THE LVHN BOARD LEADERSHIP GROUP (THE BOARD CHAIR AND THREE VICE CHAIRS). COPIES OF ALL 990'S ARE PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JANUARY 2016, LVHN IMPLEMENTED AN ELECTRONIC TOOL DESIGNED TO SEND NOTIFICATIONS AND TRACK DISCLOSURES REPORTED ON CONFLICT OF INTEREST QUESTIONNAIRES. THE NETWORK ALSO EXPANDED THE SCOPE OF THE CONFLICT OF INTEREST OR COMMITMENT POLICY, SUCH THAT ADDITIONAL COLLEAGUES ARE NOW REQUIRED TO COMPLETE A QUESTIONNAIRE EACH YEAR. PRIOR TO JANUARY, THE VP, INTERNAL AUDIT AND COMPLIANCE SERVICES ISSUED A NOTICE TO BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT COUNCIL WHEN IT WAS TIME FOR THEM TO SUBMIT THEIR CONFLICT OF INTEREST QUESTIONNAIRES. THE VP ALSO INSTRUCTED MEMBERS OF THE SENIOR MANAGEMENT COUNCIL TO IDENTIFY AND REQUEST COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES FROM INDIVIDUALS WHO HAD POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE HER WITH THE IDENTITY OF THOSE INDIVIDUALS. COMPLIANCE SERVICES TRACKED COMPLETION OF THE QUESTIONNAIRES. ALL PHYSICIANS ON LVHN'S MEDICAL STAFF ARE ALSO REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. MEDICAL STAFF SERVICES MONITORS THIS PROCESS TO ENSURE THAT ALL PHYSICIANS COMPLY. POTENTIAL CONFLICTS ARE MANAGED BY THE LVHN CONFLICT OF INTEREST COMMITTEE AND/OR BY THE BOARD OF TRUSTEES, DEPENDING ON WHOSE INTEREST(S) POSE THE CONFLICT AND THE NATURE OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | LEHIGH VALLEY HEALTH NETWORK 2019 EXECUTIVE COMPENSATION REVIEW IN COMPLIANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCESS OUTLINED IN THE INTERMEDIATE SANCTIONS REGULATIONS (ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE); SULLIVAN COTTER AND ASSOCIATES, INC. (SULLIVAN COTTER) QUALIFIES AS AN INDEPENDENT EXECUTIVE COMPENSATION EXPERT, SPECIALIZING IN THE HEALTH CARE INDUSTRY. SULLIVAN COTTER PROVIDES ADVICE TO THE LEHIGH VALLEY HEALTH NETWORK EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES TO SUPPORT ITS ATTAINMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS REGULATIONS. THEY ALSO SUPPORT THE COMMITTEE IN ENSURING THAT THE LVHN EXECUTIVE COMPENSATION PROGRAM IS COMPETITIVE AND ALIGNED WITH THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY. CHIEF EXECUTIVE OFFICER TOTAL COMPENSATION REVIEW: PROGRAM ANALYSIS: ANALYZE THE MARKET POSITION OF TOTAL COMPENSATION (BASE SALARY, INCENTIVE, BENEFITS, AND PERQUISITES) FOR LVHN'S PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) IN RELATION TO CEO MARKET DATA OBTAINED FOR A DEFINED PEER GROUP OF COMPARABLE HEALTH SYSTEMS. THIS INCLUDES THE PREPARATION OF TALLY SHEETS FOR THE PRESIDENT AND CEO AS WELL AS AN ANALYSIS OF FORM 990 COMPENSATION DATA. THEY ASSESS THE ALIGNMENT OF THE PRESIDENT AND CEO'S COMPENSATION WITH LVHN'S COMPENSATION PHILOSOPHY AND NOTE THE IMPLICATIONS OF THE REVIEW. SULLIVAN COTTER'S ANALYSES AND FINDINGS ARE SUMMARIZED IN A REPORT TO THE COMMITTEE THAT PROVIDES A REASONABLENESS OPINION FOR THE INTERMEDIATE SANCTIONS COMPLIANCE. THE REPORT WAS PROVIDED BY SULLIVAN COTTER AT THE AUGUST 22, 2018 EXECUTIVE COMPENSATION COMMITTEE MEETING. CEO COUNCIL EXECUTIVE TOTAL COMPENSATION REVIEW: PROGRAM ANALYSIS: ANALYZE THE MARKET POSITION OF TOTAL COMPENSATION (SALARIES, INCENTIVES, BENEFITS, AND PERQUISITES) FOR LVHN'S CEO COUNCIL EXECUTIVES (APPROXIMATELY 12 TOTAL POSITIONS) IN RELATION TO COMPARABLE POSITIONS IN PEER ORGANIZATIONS. THIS INCLUDES THE PREPARATION OF TALLY SHEETS FOR EACH INDIVIDUAL. SULLIVAN COTTER'S ANALYSES AND FINDINGS ARE SUMMARIZED IN A REPORT TO THE COMMITTEE THAT ALSO PROVIDES AN OPINION OF REASONABLENESS FOR INTERMEDIATE SANCTIONS COMPLIANCE. THE REPORT WAS PROVIDED BY SULLIVAN COTTER AT THE AUGUST 22, 2018 EXECUTIVE COMPENSATION COMMITTEE MEETING. SUMMARY OF METHODOLOGY TO CONDUCT THIS ANALYSIS, SULLIVAN COTTER: COLLECTED BACKGROUND INFORMATION REGARDING LVHN'S OPERATIONS, STRUCTURE, SIZE AND SCOPE, AS WELL AS EACH POSITION'S DUTIES. COMPILED MARKET DATA FOR CEO COUNCIL EXECUTIVES CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY APPROVED BY THE COMMITTEE DURING ITS SEPTEMBER 18, 2018 MEETING: THE MARKET DATA USED FOR LVHN SYSTEM EXECUTIVES IN THIS ASSESSMENT ARE AN EQUALLY WEIGHTED BLEND OF (1) A PEER GROUP OF 30 NOT-FOR-PROFIT HEALTH SYSTEMS LOCATED IN THE NORTHEAST REGION (EXCLUDING NEW YORK CITY) WITH NET OPERATING REVENUES BETWEEN $1.3 BILLION AND $5.0 BILLION (AVERAGE OF $2.4 BILLION), AND (2) NATIONAL DATA REFLECTING ORGANIZATIONS OF SIMILAR SCOPE AND SIZE TO LVHN. NATIONAL DATA ARE USED WHERE PEER GROUP DATA ARE NOT AVAILABLE. PEER GROUP AND NATIONAL MARKET DATA WERE ABSTRACTED FROM SULLIVAN COTTER'S 2017 SURVEY OF MANAGER AND EXECUTIVE COMPENSATION IN HOSPITALS AND HEALTH SYSTEMS, AS WELL AS OTHER PUBLISHED COMPENSATION SURVEYS REFLECTING PAY AT COMPARABLY SIZED ORGANIZATIONS, WHICH INCLUDED NATIONAL HOSPITALS AND NATIONAL MEDICAL GROUPS. SULLIVAN COTTER NOTES THAT NO MARKET DATA ARE PROVIDED FOR THE SVP, MEDICAL SERVICES AS THE RESPONSIBILITIES OF THAT POSITION ARE UNIQUE, SO NO BENCHMARK DATA ARE AVAILABLE. THEY RECOMMEND THAT THE COMMITTEE ASSESS THE COMPENSATION FOR THAT POSITION BASED ON INTERNAL EQUITY CONSIDERATIONS. COMPILED MARKET DATA FOR THE LVHN CLINICAL CHAIRS PREPARED BY THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC) FOR THE CHAIRS OF CLINICAL DEPARTMENTS IN MEDICAL SCHOOLS, LVHN'S TRADITIONAL COMPARATOR GROUP FOR THESE JOBS. ADJUSTED THE MARKET DATA TO AN EFFECTIVE DATE OF JANUARY 1, 2019 AT AN ANNUALIZED RATE OF 3.0% BASED ON SALARY INCREASE TRENDS. COMPARED EACH COMPONENT OF LVHN'S BENEFIT PROGRAM AGAINST TYPICAL MARKET BENEFIT PRACTICES IN HEALTH SYSTEMS AND HOSPITALS BASED ON MULTIPLE PUBLISHED SURVEYS, SUPPLEMENTED BY SULLIVAN COTTER'S PROPRIETARY DATA AND EXPERIENCE. DEVELOPED MARKET TOTAL COMPENSATION DATA BY COMBINING MARKET TCC WITH TYPICAL MARKET BENEFIT COSTS. COMPARED LVHN'S TC TO MARKET RATES AND ASSESSED OVERALL POSITIONING. FOR PHYSICIAN EXECUTIVES HAVING BOTH CLINICAL AND ADMINISTRATIVE ROLES, RELEVANT MARKET DATA WERE COLLECTED BASED ON FTE ALLOCATION. SULLIVAN COTTER HAS NOT COMPLETED AN ASSESSMENT OF THE PHYSICIANS' PRODUCTIVITY OR THE FAIR MARKET VALUE (FMV) OF THEIR CLINICAL COMPENSATION, AS LVHN HAS ADVISED THAT SUCH AMOUNTS ARE APPROPRIATE AND WITHIN FMV. SULLIVAN COTTER USED THE FOLLOWING METHODOLOGY TO ASSESS THE COMPETITIVENESS AND REASONABLENESS OF LVHN'S EXECUTIVE TOTAL COMPENSATION LEVELS: COLLECTED BACKGROUND INFORMATION REGARDING LVHN'S OPERATIONS, STRUCTURE, SIZE AND SCOPE. COLLECTED INFORMATION ON EACH CEO COUNCIL EXECUTIVE MEMBER'S CURRENT COMPENSATION. DATA COLLECTED INCLUDE BASE SALARIES, ANNUAL INCENTIVE OPPORTUNITY LEVELS (TARGET AND MAXIMUM), ACTUAL ANNUAL INCENTIVE PAYOUT AMOUNTS, ANNUAL COSTS OF ALL STANDARD AND SUPPLEMENTAL BENEFITS AND ANNUAL COST AND DESCRIPTION OF EXECUTIVE PERQUISITES. REVIEWED JOB DESCRIPTIONS AND ORGANIZATIONAL CHARTS TO IDENTIFY EACH POSITION'S FUNCTIONAL RESPONSIBILITIES AND REPORTING RELATIONSHIPS. SELECTED THE APPROPRIATE BENCHMARK POSITION MATCH FOR EACH POSITION AND APPLIED PREMIUMS/DISCOUNTS TO THE MARKET DATA IN INSTANCES WHERE LVHN'S JOB DUTIES DIFFER MATERIALLY FROM BENCHMARK POSITION MATCHES. POSITION MATCHES AND MARKET ADJUSTMENTS WERE REVIEWED WITH LVHN'S SENIOR VICE PRESIDENT, HUMAN RESOURCES AND COMPENSATION STAFF. LVHN'S PROJECTED FY2018 NET REVENUES AND PHYSICIAN FTE'S WERE USED AS THE SCOPE SIZE FOR EACH ENTITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL RESULTS ARE PUBLISHED IN THE ANNUAL REPORT, A COPY OF WHICH IS DISTRIBUTED IN A VARIETY OF PUBLIC FORUMS AND WOULD OTHERWISE BE PROVIDED UPON REQUEST. THE CONFLICT OF INTEREST POLICY WOULD BE AVAILABLE FOR VIEWING IN THE BUSINESS OR ADMINISTRATIVE OFFICES OF PMC, UPON REQUEST, TO ENSURE THE MOST CURRENT COPY IS ALWAYS THE ONE BEING MADE AVAILABLE. THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM/TO AFFILIATES 30,045,000. FAIR VALUE ADJ 5,756. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HAZLETON HEALTH & WELLNESS CENTER | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 232580968 | STAFFING SERVICES | PA | 501(C)(3) | LINE 12B, II | NORTHEASTERN PENNSYLVANIA HEALTH CORP | 0 | |
| HAZLETON PROFESSIONAL SERVICES | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 205880364 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY PHYSICIAN GROUP | 0 | |
| HAZLETON SURGICAL ALLIANCE | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 202038456 | SURGICAL SERVICES | PA | 501(C)(3) | LINE 3 | NORTHEASTERN PENNSYLVANIA HEALTH CORP | 0 | |
| LEHIGH VALLEY HEALTH NETWORK | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 222458317 | PARENT COMPANY | PA | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| LEHIGH VALLEY HEALTH NETWORK REALTY HOLDING CO | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232586770 | REAL ESTATE HOLDING CO. | PA | 501(C)(2) | LEHIGH VALLEY HEALTH NETWORK | 0 | ||
| LEHIGH VALLEY HOSPITAL | |||||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 231689692 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| LEHIGH VALLEY HOSPITAL - SCHUYLKILL | |||||||||||
| 420 S JACKSON STREET | POTTSVILLE | PA | 179013625 | 231352202 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| LEHIGH VALLEY PHYSICIAN GROUP | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232700908 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| MUHLENBERG REALTY CORPORATION | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232245513 | REAL ESTATE RENTALS | PA | 501(C)(3) | LINE 12C, III-FI | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| NORTHEASTERN PENNSYLVANIA HEALTH CORP | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 232421970 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| POCONO AMBULATORY SERVICES INC | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232611474 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | POCONO HEALTH SYSTEM | 0 | |
| POCONO HEALTH FOUNDATION | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232516451 | SUPPORT POCONO HEALTH SYSTEM | PA | 501(C)(3) | LINE 12A, I | POCONO HEALTH SYSTEM | 0 | |
| POCONO HEALTH SYSTEM | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232336285 | SUPPORT POCONO MEDICAL CENTER | PA | 501(C)(3) | LINE 12B, II | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| POCONO HEALTH SYSTEM MEDICAL PROFESSIONAL LIABILITY SELF-INSURANCE TRUST | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 206560453 | SELF-INSURANCE | PA | 501(C)(3) | LINE 12A, I | POCONO HEALTH SYSTEM | 0 | |
| POCONO HEALTHCARE PARTNERS | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 233014006 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | POCONO HEALTH SYSTEM | 0 | |
| POCONO MEDICAL CENTER | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 240795623 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | POCONO HEALTH SYSTEM | 0 | |
| POCONO VNA-HOSPICE | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232535297 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 10 | POCONO HEALTH SYSTEM | 0 | |
| SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP INC | |||||||||||
| 700 E NORWEGIAN STREET | POTTSVILLE | PA | 179012710 | 232866006 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 10 | LEHIGH VALLEY PHYSICIAN GROUP | 0 | |
| SCHUYLKILL REHABILITATION CENTER INC | |||||||||||
| 420 S JACKSON STREET | POTTSVILLE | PA | 179013625 | 232440891 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | LEHIGH VALLEY HEALTH NETWORK | 0 | |
| WEST END COMMUNITY AMBULANCE ASSOCIATION | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232532377 | AMBULATORY MEDICAL SERVICES | PA | 501(C)(3) | LINE 10 | POCONO HEALTH SYSTEM | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| FAIRGROUNDS MEDICAL CENTER | |||||||
| 400 N 17TH STREET STE 102 | ALLENTOWN | PA | 181045052 | 232530427 | REAL ESTATE RENTALS | PA | N/A |
| HAZLETON SURGERY CENTER LLC | |||||||
| 17480 DALLAS PARKWAY STE 210 | DALLAS | TX | 752877304 | 201232531 | SURGICAL SERVICES | PA | N/A |
| HEALTH NETWORK LABORATORIES LLC | |||||||
| 794 ROBLE ROAD | ALLENTOWN | PA | 181099110 | 232932802 | LABORATORY SERVICES | PA | N/A |
| HEALTH NETWORK LABORATORIES LP | |||||||
| 794 ROBLE ROAD | ALLENTOWN | PA | 181099110 | 232948774 | LABORATORY SERVICES | PA | N/A |
| LEHIGH VALLEY IMAGING LLC | |||||||
| 1230 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 464551937 | IMAGING SERVICES | PA | N/A |
| LVHN RECIPROCAL RISK RETENTION GROUP | |||||||
| 151 MEETING STREET STE 301 | CHARLESTON | SC | 294012238 | 200037118 | INSURANCE SERVICES | PA | N/A |
| POCONO AMBULATORY SURGERY CENTER LTD | |||||||
| 1 STORM STREET | STROUDSBURG | PA | 183602406 | 232611442 | SURGICAL SERVICES | PA | N/A |
| POCONO HEALTH SYSTEM INVESTMENT COLLABORATIVE LP | |||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 472125419 | INVESTMENTS | PA | N/A |
| SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP | |||||||
| 700 SCHUYLKILL MANOR ROAD | POTTSVILLE | PA | 179013849 | 232514813 | REAL ESTATE RENTALS | PA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN PATIENT TRANSPORT SYSTEMS INC | |||||||||
| 119 EAST HOLLY STREET | HAZLETON | PA | 182015507 | 233022467 | EMS SERVICES | PA | N/A | C | 0 |
| HAZLETON SAINT JOSEPH MEDICAL OFFICE BUILDING INC | |||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 232500981 | MEDICAL OFFICE RENTAL | PA | N/A | C | 0 |
| LEHIGH VALLEY ANESTHESIA SERVICES PC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 233906125 | ANESTHESIA SERVICES | PA | N/A | C | 0 |
| LEHIGH VALLEY HEALTH SERVICES INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232263665 | HEALTH CARE RELATED SERVICES | PA | N/A | C | 0 |
| LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232750430 | HEALTH CARE RELATED SERVICES | PA | N/A | C | 0 |
| POPULYTICS INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232539282 | HEALTH CARE RELATED SERVICES | PA | N/A | C | 0 |
| SCHUYLKILL HEALTH SYSTEM DEVELOPMENT CORPORATION | |||||||||
| 700 E NORWEGIAN STREET | POTTSVILLE | PA | 179012710 | 232432417 | PURSUES, IMPLEMENTS & FURTHERS ACTIVITIES & PURPOSES OF HEALTH NETWORK | PA | N/A | C | 0 |
| SCHUYLKILL MEDICAL PLAZA - CONDOMINIUM ASSOCIATION | |||||||||
| 420 S JACKSON STREET | POTTSVILLE | PA | 179013625 | 232931821 | CONDOMINIUM ASSOCIATION | PA | N/A | C | 0 |
| SPECTRUM HEALTH VENTURES INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232391479 | HEALTH CARE RELATED SERVICES | PA | N/A | C | 0 |
| WESTGATE PROFESSIONAL CENTER INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 231657333 | REAL ESTATE RENTALS | PA | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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