SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP (EIN 23-2866006)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201801319349300315
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T07:26:38-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232866006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 4848840130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST NORWEGIAN STREET | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MARCHOZZI | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 4848840130 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.234.106.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-10 | IPDt |
| IP Tm | 09:54:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49837C5433ED37C0D08C9BDB2C3D66DAED5A8D4F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 28BB051D3229D9F2DF4AA54AF39A127344D33DD2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN A NESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST NORWEGIAN STREET | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,859,509 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHUYLKILLHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING HEALTHCARE SERVICES TO THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 10 | 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 | $2,528,369 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,859,509 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,528,369 | PYTotalRevenueAmt |
| CY Total Revenue | $2,859,509 | 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 | $2,952,236 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,945,064 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $954,407 | PYOtherExpensesAmt |
| CY Other Expenses | $1,091,323 | CYOtherExpensesAmt |
| PY Total Expenses | $3,906,643 | PYTotalExpensesAmt |
| CY Total Expenses | $5,036,387 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,378,274 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,176,878 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $502,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,208 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,102,303 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,611,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,599,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$7,776,256 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT AND PROMOTE THE PURPOSES OF SCHUYLKILL HEALTH SYSTEM, SCHUYLKILL MEDICAL CENTER - SOUTH JACKSON STREET, SCHUYLKILL MEDICAL CENTER - EAST NORWEGIAN STREET, SCHUYLKILL REHABILITATION CENTER, AND ANY OTHER AFFILIATED ENTITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,036,387 | ExpenseAmt |
| Revenue | $2,859,509 | RevenueAmt |
| Desc | RECEIVE, MAINTAIN, AND DISTRIBUTE FUNDS OR OTHER ASSETS AND TO ADMINSTER AND APPLY THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES OF SCHUYLKILL MEDICAL CENTER - EAST, OR ANY ENTITY SPONSORED BY OR OTHERWISE AFFILIATED WITH SCHUYLKILL HEALTH, WHICH IS AN EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.PATIENTS SEEN IN FISCAL YEAR 2017: LAUREL BLVD-INTERNAL MEDICINE = 7,180; INTERNAL MEDICINE-CAL BLVD = 2,464; INTERNAL MEDICINE-CRESSONA = 486; PINE GROVE-FAMILY PRACTICE = 5,824; SMG-ORTHOPEDICS = 1,685; CARDIOLOGY-CAL BLVD = 392. | Desc |
| Total Program Service Expenses | $5,036,387 | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 700 EAST NORWEGIAN STREET | AddressLine1Txt |
| City | POTTSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J REPPY | |||||||||
| PRESIDENT | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $232,873 | $31,391 | ||
| ANTHONY BARAN | |||||||||
| VICE CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRANKLIN K SCHOENEMAN | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA C BLASCHAK | |||||||||
| SECRETARY | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| E LORI SMITH | |||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE BOYER PORTER | |||||||||
| TREASURER | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN I FIELD | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E KIRWAN CPA ESQ | |||||||||
| CHAIRMAN | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SYED SHAH MD | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY F TWARDZIK | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M ZIMMERMAN JR DO | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| AMRIT F NARULA MD | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GONZALEZ | |||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| REV HAROLD L HAND | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L KENNEDY ESQ | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DARNELL FURER | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS V WHALEN MD MMM | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $943,325 | $15,796 | |||
| ROBERT BORAN JR | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $263,948 | $0 | $21,909 | Yes (X) | |||
| CRISTIN WEICKER | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $299,086 | $0 | $19,257 | Yes (X) | |||
| ROBERT DECOLLI | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $295,872 | $0 | $22,089 | Yes (X) | |||
| RICHARD RUSSELL | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $263,646 | $0 | $20,452 | Yes (X) | |||
| FARID RAZAVI | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $185,785 | $0 | $972 | Yes (X) | |||
| DIANE BORIS | |||||||||
| VP FINANCE/CFO | 0.00 | 0.00 | $0 | $157,907 | $21,905 | Yes (X) | |||
| SUE CURRY | |||||||||
| VP NURSING/CNO | 0.00 | 0.00 | $0 | $170,585 | $25,369 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,308,337 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,504,690 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 | WEATHERBY LOCUMS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 927633 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 753972633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LOCUM PHYSICIANS - PEDIATRIC & PULMONARY | ServicesDesc |
| Compensation | $166,178 | 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 | OUTPATIENT REVENUE | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $2,859,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,859,509 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,859,509 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,859,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,859,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,301,320 | TotalAmt |
| Program Services | $3,301,320 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,603 | TotalAmt |
| Program Services | $445,603 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,141 | TotalAmt |
| Program Services | $198,141 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,106 | TotalAmt |
| Program Services | $369,106 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,692 | TotalAmt |
| Program Services | $18,692 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,233 | TotalAmt |
| Program Services | $41,233 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,312 | TotalAmt |
| Program Services | $121,312 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,032 | TotalAmt |
| Program Services | $74,032 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,260 | TotalAmt |
| Program Services | $65,260 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $227,627 | $227,627 |
| BAD DEBTS | $100,024 | $100,024 |
| CONTRACT PERSONNEL | $64,334 | $64,334 |
| NON MEDICAL SUPPLIES | $3,592 | $3,592 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,111 | TotalAmt |
| Program Services | $6,111 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,036,387 | TotalAmt |
| Program Services | $5,036,387 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,202 | BOYAmt |
| EOY | $180,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,914 | BOYAmt |
| EOY | $654,216 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,809 | BOYAmt |
| EOY | $9 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,925 | BOYAmt |
| EOY | $835,208 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,486 | BOYAmt |
| EOY | $472,392 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,907,817 | BOYAmt |
| EOY | $8,139,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,102,303 | BOYAmt |
| EOY | $8,611,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,599,378 | BOYAmt |
| EOY | -$7,776,256 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,599,378 | BOYAmt |
| EOY | -$7,776,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,925 | BOYAmt |
| EOY | $835,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,176,878 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,828,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,974,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,528,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,859,509 | CurrentTaxYearAmt |
| Total | $10,646,300 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,828,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,974,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,528,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,859,509 | CurrentTaxYearAmt |
| Total | $10,646,300 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,646,300 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $68,118 | CurrentTaxYearMinus2YearsAmt |
| Total | $68,118 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,828,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,042,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,528,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,859,509 | CurrentTaxYearAmt |
| Total | $10,714,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99240 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | BAD DEBT RECOVERY - 2014 AMOUNT: $ 68,118. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM AFFILIATES | Desc |
| Amt | $8,139,072 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,139,072 | 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 | LVHN AND OTHER SUBSIDIARIES ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, EXCEPT FOR TAX IMPOSED ON UNRELATED BUSINESS INCOME. THE MOST RECENT DETERMINATION LETTER, RECEIVED BY THE ORGANIZATION, IS DATED MAY 1, 2014. LVHN 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 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 | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J REPPY | ||||||||||||||
| PRESIDENT | $0 | $202,873 | $0 | $30,000 | $0 | $0 | $0 | $5,343 | $0 | $26,048 | $0 | $264,264 | $0 | $0 |
| THOMAS V WHALEN MD MMM | ||||||||||||||
| TRUSTEE | $0 | $650,466 | $0 | $145,654 | $0 | $147,205 | $0 | $0 | $0 | $15,796 | $0 | $959,121 | $0 | $0 |
| ROBERT BORAN JR | ||||||||||||||
| PHYSICIAN | $263,948 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,909 | $0 | $285,857 | $0 | $0 | $0 |
| CRISTIN WEICKER | ||||||||||||||
| PHYSICIAN | $260,888 | $0 | $38,198 | $0 | $0 | $0 | $0 | $0 | $19,257 | $0 | $318,343 | $0 | $0 | $0 |
| ROBERT DECOLLI | ||||||||||||||
| PHYSICIAN | $257,674 | $0 | $38,198 | $0 | $0 | $0 | $0 | $0 | $22,089 | $0 | $317,961 | $0 | $0 | $0 |
| RICHARD RUSSELL | ||||||||||||||
| PHYSICIAN | $239,916 | $0 | $23,730 | $0 | $0 | $0 | $0 | $0 | $20,452 | $0 | $284,098 | $0 | $0 | $0 |
| FARID RAZAVI | ||||||||||||||
| PHYSICIAN | $185,785 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $972 | $0 | $186,757 | $0 | $0 | $0 |
| DIANE BORIS | ||||||||||||||
| VP FINANCE/CFO | $0 | $157,907 | $0 | $0 | $0 | $0 | $0 | $4,846 | $0 | $17,059 | $0 | $179,812 | $0 | $0 |
| SUE CURRY | ||||||||||||||
| VP NURSING/CNO | $0 | $170,585 | $0 | $0 | $0 | $0 | $0 | $5,297 | $0 | $20,072 | $0 | $195,954 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION FOR THE CEO IS DETERMINED BY A RELATED ORGANIZATION USING THE FOLLOWING METHODS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE. |
| PART I, LINES 4A-B | THOMAS V. WHALEN, MD $133,863 THE ABOVE AMOUNT IS AN ACCRUAL TO A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | SEVERAL NEW PHYSICIANS WERE ADDED TO LEHIGH VALLEY PHYSICIAN GROUP - SCHUYLKILL DURING THE YEAR. PRACTICES WERE ADDED TO CLAUDE A LORD BLVD IN POTTSVILLE FOR INTERNAL MEDICINE AND CARDIOLOGY, A PRACTICE WAS ALSO ADDED IN CRESSONA FOR INTERNAL MEDICINE. ALL THREE OF THESE PRACTICES WERE PART OF THE FORMER POTTSVILLE INTERNIST ASSOCIATES GROUP. LVPG-S ALSO EMPLOYS PEDIATRIC HOSPITALISTS AS WELL AS AN INPATIENT PHYSIATRIST. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE CORPORATE MEMBER IS LEHIGH VALLEY 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 MEMBERS 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 ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS TO REVIEW THE 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 AND CONTROLLER. DRAFT 2 OF THE RETURNS IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT & 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 AND CONTROLLER AND THE DIRECTOR, TAX. FINAL RETURNS ARE REVIEWED 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 2017 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 16, 2016 EXECUTIVE COMPENSATION COMMITTEE MEETING. SENIOR MANAGEMENT COUNCIL (SMC) TOTAL COMPENSATION REVIEW: PROGRAM ANALYSIS: ANALYZE THE MARKET POSITION OF TOTAL COMPENSATION (SALARIES, INCENTIVES, BENEFITS, AND PERQUISITES) FOR LVHN'S SMC EXECUTIVES AND CLINICAL CHAIRS (APPROXIMATELY 31 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 16, 2016 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 SMC EXECUTIVES CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY APPROVED BY THE COMMITTEE DURING ITS SEPTEMBER 13, 2016 MEETING: THE MARKET DATA USED FOR LVHN SYSTEM EXECUTIVES IN THIS ASSESSMENT ARE AN EQUALLY WEIGHTED BLEND OF (1) A PEER GROUP OF 33 NOT-FOR-PROFIT HEALTH SYSTEMS LOCATED IN THE NORTHEAST REGION (EXCLUDING NEW YORK CITY) WITH NET OPERATING REVENUES BETWEEN $1.0 BILLION AND $4.3 BILLION (AVERAGE OF $1.8 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 2016 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, 2017 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 SENIOR MANAGEMENT COUNCIL (SMC) 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 FY2016 NET REVENUES AND PHYSICIAN FTE'S WERE USED AS THE SCOPE SIZE FOR EACH ENTITY. |
| FORM 990, PART VI, SECTION C, LINE 18 | ANOTHER'S WEBSITE - GUIDESTAR. UPON REQUEST - PRINTED COPIES WITH SENIOR MANAGEMENT AND MARKETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, LINE 1 | THERE IS AN EXECUTIVE COMMITTEE THAT MEETS AS NEEDED. THE COMMITTEE INCLUDES THE CHAIRMAN, VICE-CHAIRMAN, TREASURER, SECRETARY, AND PRESIDENT/CEO OF THE BOARD OF DIRECTORS. THIS COMMITTEE DOES HAVE THE AUTHORITY TO MAKE DECISIONS, IF NEEDED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LEHIGH VALLEY HEALTH NETWORK | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 222458317 | PARENT COMPANY | PA | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| LEHIGH VALLEY HOSPITAL | |||||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 231689692 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| LEHIGH VALLEY HOSPITAL-MUHLENBERG | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232367707 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| LEHIGH VALLEY PHYSICIAN GROUP | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232700908 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| MUHLENBERG REALTY CORPORATION | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232245513 | REAL ESTATE RENTALS | PA | 501(C)(3) | LINE 12C, III-FI | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| LEHIGH VALLEY HEALTH NETWORK REALTY HOLDING CO | |||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232586770 | REAL ESTATE HOLDING CO. | PA | 501(C)(2) | 0 | LEHIGH VALLEY HEALTH NETWORK | ||
| NORTHEASTERN PENNSYLVANIA HEALTH CORP | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 232421970 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| HAZLETON PROFESSIONAL SERVICES | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 205880364 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY PHYSICIAN GROUP | |
| HAZLETON HEALTH & WELLNESS CENTER | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 232580968 | STAFFING SERVICES | PA | 501(C)(3) | LINE 12B, II | 0 | NORTHEASTERN PENNSYLVANIA HEALTH CORP | |
| HAZLETON SURGICAL ALLIANCE | |||||||||||
| 700 E BROAD STREET | HAZLETON | PA | 182016835 | 202038456 | SURGICAL SERVICES | PA | 501(C)(3) | LINE 3 | 0 | NORTHEASTERN PENNSYLVANIA HEALTH CORP | |
| SCHUYLKILL MEDICAL CENTER-SOUTH JACKSON STREET | |||||||||||
| 420 S JACKSON STREET | POTTSVILLE | PA | 179013625 | 231352202 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| SCHUYLKILL REHABILITATION CENTER INC | |||||||||||
| 420 S JACKSON STREET | POTTSVILLE | PA | 179013625 | 232440891 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| SCHUYLKILL MEDICAL CENTER-EAST NORWEGIAN STREET | |||||||||||
| 700 E NORWEGIAN STREET | POTTSVILLE | PA | 179012710 | 230880420 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| POCONO HEALTHCARE PARTNERS | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 233014006 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | POCONO HEALTH SYSTEM | |
| FAMILY CARE CENTERS INC | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232349341 | PHYSICIAN PRACTICE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | LEHIGH VALLEY PHYSICIAN GROUP | |
| POCONO AMBULATORY SERVICES INC | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232611474 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | POCONO HEALTH SYSTEM | |
| POCONO HEALTH FOUNDATION | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232516451 | SUPPORT POCONO HEALTH SYSTEM | PA | 501(C)(3) | LINE 12A, I | 0 | POCONO HEALTH SYSTEM | |
| 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 | 0 | POCONO HEALTH SYSTEM | |
| POCONO MEDICAL CENTER | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 240795623 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 3 | 0 | POCONO HEALTH SYSTEM | |
| POCONO VNA-HOSPICE | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232535297 | HEALTH CARE ORGANIZATION | PA | 501(C)(3) | LINE 10 | 0 | POCONO HEALTH SYSTEM | |
| POCONO HEALTH SYSTEM | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232336285 | SUPPORT POCONO MEDICAL CENTER | PA | 501(C)(3) | LINE 12B, II | 0 | LEHIGH VALLEY HEALTH NETWORK | |
| WEST END COMMUNITY AMBULANCE ASSOCIATION | |||||||||||
| 206 E BROWN STREET | EAST STROUDSBURG | PA | 183013006 | 232532377 | AMBULATORY MEDICAL SERVICES | PA | 501(C)(3) | LINE 10 | 0 | POCONO HEALTH SYSTEM | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LVHN RECIPROCAL RISK RETENTION GROUP | ||||||||||||||
| 151 MEETING STREET STE 310 | CHARLESTON | SC | 294012238 | 200037118 | INSURANCE 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 MAGNETIC IMAGING CENTER | ||||||||||||||
| 1230 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 232429007 | IMAGING CENTER | PA | N/A | |||||||
| LEHIGH VALLEY IMAGING LLC | ||||||||||||||
| 1200 S CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | 464551937 | IMAGING SERVICES | PA | N/A | |||||||
| HAZLETON SURGERY CENTER LLC | ||||||||||||||
| 17480 DALLAS PARKWAY STE 210 | DALLAS | TX | 752877304 | 201232531 | SURGICAL SERVICES | PA | HAZLETON SURGICAL ALLIANCE | RELATED | $298,698 | $642,381 | 0 | 0 | 0.66500 | |
| SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP | ||||||||||||||
| 700 SCHUYLKILL MANOR ROAD | POTTSVILLE | PA | 179013849 | 232514813 | REAL ESTATE RENTALS | PA | N/A | |||||||
| POCONO AMBULATORY SURGERY CENTER LTD | ||||||||||||||
| 1 STORM STREET | STROUDSBURG | PA | 183602406 | 232611442 | SURGICAL SERVICES | PA | N/A | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| LEHIGH VALLEY HEALTH SERVICES INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232263665 | HEALTH CARE RELATED SERVICES | PA | N/A | C | 0 |
| LEHIGH VALLEY ANESTHESIA SERVICES PC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 233906125 | ANESTHESIA 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 |
| LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||
| 2100 MACK BLVD | ALLENTOWN | PA | 181035622 | 232750430 | HEALTH CARE RELATED 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 |
| SCHUYLKILL HEALTH SYSTEM DEVELOPMENT CORPORATION | |||||||||
| 700 E NORWEGIAN STREET | POTTSVILLE | PA | 179012710 | 232432417 | PURSUES, IMPLEMENTS, & FURTHERS THE ACTIVITIES & PURPOSES OF THE SYSTEM | 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 |
| 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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