CHRISTIAN H BUHL LEGACY TRUST: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN H BUHL LEGACY TRUST (EIN 25-0979377)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-12-20
IRS object ID
201613559349300761
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-12-20T12:31:19-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13110 HIGHLAND ROADAddressLine1Txt
CityHERMITAGECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16148ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250979377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN H BUHL LEGACY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone7249812640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 PIERCE AVENUE NO 1AddressLine1Txt
CitySHARPSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16150ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HUDSONPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone7244182640PhoneNum
Signature2016-12-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOMINIC MASTROPIETROPreparerPersonNm
PTINP00949738PTIN
Phone7249817550PhoneNum
Preparation2016-12-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerJOHN HUDSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 PIECE AVENUE STE 1AddressLine1Txt
CitySHARPSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16150ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,376,289GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1896FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionCHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, PROVIDES HIGH QUALITY INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES TO OUR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,997PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,330,372PYProgramServiceRevenueAmt
CY Program Service Revenue$515,821CYProgramServiceRevenueAmt
PY Investment Income$263,252PYInvestmentIncomeAmt
CY Investment Income$194,931CYInvestmentIncomeAmt
PY Other Revenue$2,858,490PYOtherRevenueAmt
CY Other Revenue$2,134,175CYOtherRevenueAmt
PY Total Revenue$4,471,111PYTotalRevenueAmt
CY Total Revenue$2,844,927CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,450CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,494,532PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$608,505CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,288,872PYOtherExpensesAmt
CY Other Expenses$1,343,006CYOtherExpensesAmt
PY Total Expenses$6,783,404PYTotalExpensesAmt
CY Total Expenses$1,955,961CYTotalExpensesAmt
PY Revenues Less Expenses-$2,312,293PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$888,966CYRevenuesLessExpensesAmt
Total Assets BOY$46,080,335TotalAssetsBOYAmt
Total Assets EOY$44,251,398TotalAssetsEOYAmt
Total Liabilities BOY$4,905,625TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,984,168TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$41,174,710NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$42,267,230NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF CHRISTIAN H BUHL LEGACY TRUST, THROUGH MARCH 2014, WAS TO PROVIDE THE HIGHEST QUALITY, ADVANCED HEALTHCARE SERVICES TO COMMUNITIES WITHIN OUR REGION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$191,307ExpenseAmt
Grant$4,450GrantAmt
Revenue$2,649,996RevenueAmt
DescCHRISTIAN H BUHL LEGACY TRUST, PREVIOUSLY KNOWN AS SHARON REGIONAL HEALTH SYSTEM, PROVIDED INPATIENT SERVICES FOR ACUTE CARE, INTENSIVE CARE, HEART CENTER, OB/GYN, NURSERY, SKILLED NURSING, IP REHAB AND IP ADULT AND CHILD BEHAVIORAL HEALTH SERVICES THROUGH MARCH 2014. AT THAT TIME THE ASSETS WERE SOLD TO AN UNRELATED ENTITY AND THESE PROGRAMS WERE NO LONGER PERFORMED BY THE ORGANIZATION. THE ORGANIZATION CONTINUES TO EXIST IN ORDER TO WIND DOWN OPERATIONS, COLLECT RECEIVABLES AND SETTLE PAYABLES.Desc
Total Program Service Expenses$191,307TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY A CHROBAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7244182640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 PIERCE AVENUE STE 1AddressLine1Txt
CitySHARPSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16150ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES E FEENEY
VICE CHAIR (ALT)1.00Yes (X)Yes (X)$0$0$0
STEPHEN J GURGOVITS
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES EPSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT G LIPTAK
BOARD MEMBER1.00Yes (X)$0$0$0
MARY ODEM
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN M HUDSON
BOARD CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
WILLIAM J STRIMBU
BOARD MEMBER1.00Yes (X)$0$0$0
KENNETH R JAMES
BOARD MEMBER1.00Yes (X)$0$0$0
ANGELA M PALUMBO
SEC-TREAS1.00Yes (X)Yes (X)$0$0$0
JEFFREY A CHROBAK
CEO40.00Yes (X)$173,335$0$19,4101.00
JOHN JANOSO JR
FORMER PRES AND CEO40.00$136,500$0$01.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$309,835TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,410TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MERCER
PO BOX 730182DALLASTX75373CONSULTING$452,416
EVANS GARVEY LACKEY OCHS
PO BOX 949SHARONPA16146LEGAL$184,296
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT REVENUE621990$331,626$331,626
OPERATING REVENUE621990$184,195$184,195
FieldValueIRS element (for citing)
Total Program Service Revenue$515,821TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$726,293TotalRevenueColumnAmt
Exclusion$726,293ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$531,362SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$531,362SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$531,362TotalRevenueColumnAmt
Exclusion-$531,362ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RECOVERY OF ESCROW LIABILITY621110$1,228,728$1,228,728
REFUNDS621110$568,683$568,683
REBATES621990$296,541$296,541

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,223TotalRevenueColumnAmt
Related Or Exempt Func Income$40,223RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,134,175OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,844,927TotalRevenueColumnAmt
Related Or Exempt Func Income$2,649,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$194,931ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,450TotalAmt
Program Services$4,450ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$177,472TotalAmt
Management And General$177,472ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$260,066TotalAmt
Management And General$260,066ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,585TotalAmt
Management And General$44,585ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$126,382TotalAmt
Management And General$126,382ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$291,980TotalAmt
Management And General$291,980ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$185,593TotalAmt
Management And General$185,593ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$83,062TotalAmt
Management And General$83,062ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$246,622TotalAmt
Management And General$246,622ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,674TotalAmt
Management And General$10,674ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,102TotalAmt
Management And General$50,102ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$87,788TotalAmt
Management And General$87,788ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,026TotalAmt
Management And General$5,026ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$644TotalAmt
Management And General$644ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,699TotalAmt
Management And General$43,699ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REFUNDS$154,110$154,110$0
OTHER DIRECT EXPENSES$71,902$8,169$63,733
COLLECTION FEES$61,865$0$61,865
MEDICAL SERVICES$24,578$24,578$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25,361TotalAmt
Management And General$25,361ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,955,961TotalAmt
Program Services$191,307ProgramServicesAmt
Management And General$1,764,654ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,926,257BOYAmt
EOY$3,520,188EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,425,160BOYAmt
EOY$485,119EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$92,091BOYAmt
EOY$187,996EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$40,515BOYAmt
EOY$109,961EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,930,399BOYAmt
EOY$29,697,062EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,028,916BOYAmt
EOY$7,032,633EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,636,997BOYAmt
EOY$3,218,439EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,080,335BOYAmt
EOY$44,251,398EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,570,025BOYAmt
EOY$1,500,885EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,335,600BOYAmt
EOY$483,283EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,905,625BOYAmt
EOY$1,984,168EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,700,624BOYAmt
EOY$41,832,997EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$474,086BOYAmt
EOY$434,233EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,174,710BOYAmt
EOY$42,267,230EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,080,335BOYAmt
EOY$44,251,398EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$888,966ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$203,554NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Investment Earnings Or Losses$0InvestmentEarningsOrLossesAmt
Administrative Expenses$0AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,117,956BeginningYearBalanceAmt
Investment Earnings Or Losses$16,264InvestmentEarningsOrLossesAmt
Administrative Expenses$13,134,220AdministrativeExpensesAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,505,049BeginningYearBalanceAmt
Investment Earnings Or Losses$612,907InvestmentEarningsOrLossesAmt
End Year Balance$13,117,956EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,264,189BeginningYearBalanceAmt
Investment Earnings Or Losses$2,240,860InvestmentEarningsOrLossesAmt
End Year Balance$12,505,049EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,970,716BeginningYearBalanceAmt
Investment Earnings Or Losses-$706,527InvestmentEarningsOrLossesAmt
End Year Balance$10,264,189EndYearBalanceAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MERCER COUNTY PHO$153,602C
CHART$6,879,031C
FieldValueIRS element (for citing)
Total Book Value Securities$7,032,633TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RECEIVABLE - HELD IN ESCROW$2,008,459
WORKERS COMP REV TRUST$1,209,980
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,218,439TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ESTIMATED SELF-INSURANCE COSTS$349,561
DEFERRED COMPENSATION$133,722
FieldValueIRS element (for citing)
Total Liability$483,283TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,479,797TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$203,554NetUnrealizedGainsInvstAmt
Revenue Not Reported$203,554RevenueNotReportedAmt
Revenue Subtotal$2,276,243RevenueSubtotalAmt
Other Revenues Not Included$568,684OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$568,684RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,844,927TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,387,276TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,387,276ExpensesSubtotalAmt
Other Expenses Not Included$568,685OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$568,685ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,955,961TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:INTENDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS INCLUDE ASSETS SET ASIDE BY THE BOARD OF DIRECTORS FOR FUTURE CAPITAL IMPROVEMENTS, PENSION FUNDING REQUIREMENTS AND POST RETIREMENT BENEFIT OBLIGATIONS OVER WHICH THE BOARD RETAINS CONTROL AND MAY AT ITS DISCRETION SUBSEQUENTLY USE FOR OTHER PURPOSES. IN DECEMBER 2014, THE BOARD RELEASED THE RESTRICTIONS ON THE FUNDS AND TRANSFERRED THEM TO A CHECKING ACCOUNT.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REFUND REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS 568,683. ROUNDING 1.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REFUND REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS 568,683. ROUNDING 2.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY A CHROBAK
CEO$173,335$0$0$0$0$0$0$0$19,410$0$192,745$0$0$0
JOHN JANOSO JR
FORMER PRES AND CEO$136,500$0$0$0$0$0$0$0$0$0$136,500$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationIN PREVIOUS YEARS, THE ORGANIZATION PAID HEALTH AND SOCIAL CLUB DUES FOR CERTAIN MEMBERS. IN THE CURRENT YEAR, NO HEALTH AND SOCIAL CLUB DUES WERE PAID TO ANY OFFICER, DIRECTOR OR HIGHLY COMPENSATED EMPLOYEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY INDEPENDENT TAX ADVISORS WITH INFORMATION SUPPLIED BY THE CHIEF FINANCIAL OFFICER, DIRECTOR OF FINANCE AND OTHER FINANCIAL MANAGERS, AND LEGAL COUNSEL. THE PREPARED 990 IS SUBMITTED FOR INTERNAL REVIEW BEFORE FILING. ADDITIONALLY, THE BOARD WAS PROVIDED A COPY OF THE 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS OF CHRISTIAN H BUHL LEGACY TRUST MAINTAINS A WRITTEN POLICY DEFINING CONFLICT OF INTERESTS OF ITS DIRECTORS AND OFFICERS. ALL NEW DIRECTORS AND OFFICERS ARE ORIENTED ON THE POLICY. ANNUALLY, THE OFFICERS AND THE MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE POLICIES AND EACH DIRECTOR AND OFFICER COMPLETES A CONFLICT OF INTEREST QUESTSIONNAIRE. THE CHAIRMAN OF THE BOARD OF DIRECTORS REVIEWS ALL RESPONSES AND CONSULTS LEGAL COUNSEL. THE CHAIRMAN CONSIDERS COMMITTEE MEMBERSHIP AND RECUSAL FROM DISCUSSION AND VOTES IN LIGHT OF POTENTIAL CONFLICTS AND BOARD MEMBERS ROUTINELY VOLUNTARILY RECUSE THEMSELVES EVEN IF CONFLICT IS ONLY PRECEIVED.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION DETERMINATION: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS THE COMPENSATION OF THE OFFICERS OF CHRISTIAN H BUHL LEGACY TRUST AND THE BOARD OF DIRECTORS APPROVES THESE RECOMMENDATIONS ANNUALLY. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS WHO HAVE NO INTEREST WITH THE OFFICERS. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT TO REVIEW MARKET DATA AND ESTABLISH COMPENSATION RANGES FOR EACH OFFICER IN COMPARISION WITH SIMILAR EXECUTIVE POSITIONS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND ACCEPTS PERFORMANCE REVIEWS CONDUCTED BY THE CHIEF EXECUTIVE OFFICER AND THE OTHER OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENT DISCLOSURE: THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE WHEN IT IS LEGALLY REQUIRED.
FORM 990, PART IX, LINE 11GCONSULTING FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 246,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246,622.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CHBLT SUBSIDIARY CO
701 PIERCE AVE STE 1SHARPSVILLEPA16150251640802PHYS PRACTICEPA501(C)(3)LINE 9CHRISTIAN H BUHL LEGACY TRUSTYes (1)
BUHL REGIONAL HEALTH FOUNDATION
701 PIERCE AVE STE 1SHARPSVILLEPA16150455247666SUPPORTPA501(C)(3)LINE 7CHRISTIAN H BUHL LEGACY TRUSTYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHATWOOD COMMONS CONDO ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 PIERCE AVE STE 1AddressLine1Txt
CitySHARPSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16150ZIPCd
FieldValueIRS element (for citing)
EIN251678608EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income-$32,229ShareOfTotalIncomeAmt
Share Of EOY Assets-$31,861ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.77650OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHBLT SUBSIDIARY COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeETransactionTypeTxt
Involved$1,463,342InvolvedAmt
Method Of Amount DeterminationFAIR MARKET VALUEMethodOfAmountDeterminationTxt

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