THE HEALTH PLAN OF WEST VIRGINIA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH PLAN OF WEST VIRGINIA INC (EIN 55-0585592)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349311120
- Schema version
- 2013v3.1
- 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 | 2014-11-17T17:03:44-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCULE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550585592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Health Plan of the Upper Ohio Valley Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY M KNIGHT | InCareOfNm |
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7406953585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52160 National Road East | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | St Clairsville | City |
| State | OH | State |
| ZIP Code | 43950 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY M KNIGHT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY M KNIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52160 NATIONAL ROAD EAST | AddressLine1 |
| City | ST CLAIRSVILLE | City |
| State | OH | State |
| ZIP Code | 43950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $776,086,569 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.healthplan.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | THE HEALTH PLAN OF THE UPPER OHIO VALLEY, INC. PROVIDES HMO SERVICES TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 429 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,599,032 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $881,864 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $380,022,844 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $366,120,962 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,426,040 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,590,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,900 | PYOtherRevenueAmt |
| CY Other Revenue | $37,773 | CYOtherRevenueAmt |
| PY Total Revenue | $390,455,784 | PYTotalRevenueAmt |
| CY Total Revenue | $373,749,160 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $218,128 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $243,348 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $353,407,846 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $334,095,564 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,568,012 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,823,911 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,489,803 | PYOtherExpensesAmt |
| CY Other Expenses | $13,137,032 | CYOtherExpensesAmt |
| PY Total Expenses | $381,683,789 | PYTotalExpensesAmt |
| CY Total Expenses | $360,299,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,771,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,449,305 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $243,107,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,910,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,104,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,540,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $190,003,589 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $191,370,365 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HEALTH PLAN OF THE UPPER OHIO VALLEY, INC. PROVIDES HMO SERVICES TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $150,122,820 | ExpenseAmt |
| Grant | $243,348 | GrantAmt |
| Revenue | $152,911,518 | RevenueAmt |
| Desc | THE PRIMARY EXEMPT PURPOSE OF THE HEALTH PLAN OF THE UPPER OHIO VALLEY INC. IS TO OPERATE A STATE CERTIFIED, FEDERALLY QUALIFIED HEALTH MAINTENANCE ORGANIZATION (HMO) WHICH PROVIDES COMPREHENSIVE HEALTH CARE SERVICES ON A PREPAID BASIS. HEALTH COVERAGE INCLUDES INPATIENT, EMERGENCY ROOM, OUTPATIENT, DOCTOR ORDERED, PHYSICIAN, PHARMACY, MENTAL HEALTH, AND VISION SERVICES. THE NUMBER OF HMO MEMBERS AT DECEMBER 31, 2013 WAS 35,874. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,260,196 | ExpenseAmt |
| Revenue | $73,524,941 | RevenueAmt |
| Desc | THE HEALTH PLAN CONTINUES TO OFFER THE MEDICAID PROGRAM SERVICING 29,595 MEMBERS AT DECEMBER 31, 2013. HEALTH COVERAGE INCLUDED INPATIENT, OUTPATIENT, EMERGENCY ROOM, DOCTOR ORDERED, PHYSICIAN, AND VISION SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $143,815,528 | ExpenseAmt |
| Revenue | $137,085,471 | RevenueAmt |
| Desc | THE HEALTH PLAN OF THE UPPER OHIO VALLEY INC. CONTINUES TO OFFER A MEDICARE ADVANTAGE PROGRAM KNOWN AS SECURE CARE. THIS PRODUCT ENABLES THE MEDICARE AGE POPULATION TO SELECT SUPPLEMENTAL MEDICARE COVERAGE AT A MUCH LOWER PRICE BECAUSE THEY AGREE TO UNITLIZE THE HEALTH PLAN NETWORK. THE ENROLMENT AT DECEMBER 31, 2013 WAS 12,628. HEALTH COVERAGE INCLUDES INPATIENT, OUTPATIENT, DOCTOR ORDERED, EMEERGENCY ROOM, AND PHYSICIAN COVERAGE. PHARMACEUTICAL AND VISION SERVICES WERE OFFERED AS OPTIONS IN ADDITION TO THE SERVICES LISTED ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $358,198,544 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3204 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 429 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY M KNIGHT | PersonNm |
| Phone | 7406957585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52160 NATIONAL ROAD EAST | AddressLine1 |
| City | ST CLAIRSVILLE | City |
| State | OH | State |
| ZIP Code | 43950 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Charles Monfradi | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $6,000 | $0 | $0 | |||
| Charles Newmeyer | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $7,000 | $0 | $0 | |||
| James Newton | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $4,500 | $0 | $0 | |||
| E Phillip Polack MD | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $5,400 | $0 | $0 | |||
| John Schellhase | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $4,500 | $0 | $0 | |||
| John Wright IV | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $5,450 | $0 | $0 | |||
| Nick Zervos | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $6,550 | $0 | $0 | |||
| Philip D Wright | |||||||||
| President/CEO | 40.0 | Yes (X) | $342,797 | $0 | $26,837 | Yes (X) | |||
| Frank Joanou | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $4,950 | $0 | $0 | |||
| Robert Dunlevy | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $5,950 | $0 | $0 | |||
| Jerry Fisher | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $5,400 | $0 | $0 | |||
| Roland Hobbs | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $4,500 | $0 | $0 | |||
| John Holloway | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $5,500 | $0 | $0 | |||
| Kiki Mehallis | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $4,950 | $0 | $0 | |||
| Jeffrey M Knight | |||||||||
| Treasurer/CFO | 40.0 | 0.0 | $162,692 | $0 | $19,142 | Yes (X) | |||
| Patricia M Fast | |||||||||
| Vice President/Operations | 40.0 | 0.0 | $198,282 | $0 | $23,533 | Yes (X) | |||
| E David Mathieu | |||||||||
| Vice President/Marketing | 40.0 | 0.0 | $207,753 | $0 | $26,329 | Yes (X) | |||
| Robert C Kota | |||||||||
| General Counsel | 40.0 | 0.0 | $188,481 | $0 | $21,615 | Yes (X) | |||
| Robert Roset | |||||||||
| Chief Information Officer | 40.0 | 0.0 | $199,108 | $0 | $23,494 | Yes (X) | |||
| Kenneth Allen | |||||||||
| Medical Director | 40.0 | 0.0 | $223,551 | $0 | $25,746 | Yes (X) | |||
| Mark Kenamond | |||||||||
| Medical Director | 40.0 | 0.0 | $216,452 | $0 | $22,150 | Yes (X) | |||
| Jennifer Ault | |||||||||
| Director of Utilization Review | 40.0 | 0.0 | $104,644 | $0 | $1,484 | Yes (X) | |||
| Stephen Neal | |||||||||
| Director of Pharmacy Services | 40.0 | 0.0 | $116,409 | $0 | $1,337 | Yes (X) | |||
| Eric Petho | |||||||||
| Director of Comp Services | 40.0 | 0.0 | $102,828 | $0 | $1,876 | Yes (X) | |||
| Steven Halverson | |||||||||
| Director of Underwriting | 40.0 | 0.0 | $117,519 | $0 | $1,857 | Yes (X) | |||
| Thomas Samol | |||||||||
| Director of Gov't Programs | 40.0 | 0.0 | $108,506 | $0 | $1,337 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,359,672 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,737 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| HMO PROGRAM | 524114 | $152,911,518 | $152,911,518 | $0 | $0 |
| MEDICAID PROGRAM | 524114 | $73,524,941 | $73,524,941 | $0 | $0 |
| MEDICARE PROGRAM | 524114 | $137,085,471 | $137,085,471 | $0 | $0 |
| CLAIMS PROCESSING | 524292 | $2,599,032 | $0 | $2,599,032 | $0 |
| All other program service revenue | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $366,120,962 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,940,476 | TotalRevenueColumnAmt |
| Exclusion | $5,940,476 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,000 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,987,358 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $402,337,409 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,649,949 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,649,949 | TotalRevenueColumnAmt |
| Exclusion | $1,649,949 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Total Revenue Column | $25,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,773 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,749,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $363,559,703 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,599,032 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,590,425 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,348 | TotalAmt |
| Program Services | $243,348 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,095,564 | TotalAmt |
| Program Services | $334,095,564 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,066 | TotalAmt |
| Program Services | $1,925,066 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,289 | TotalAmt |
| Program Services | $12,289 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,829,344 | TotalAmt |
| Program Services | $2,397,659 | ProgramServicesAmt |
| Management And General | $1,431,685 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,142 | TotalAmt |
| Program Services | $1,394,142 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,525,534 | TotalAmt |
| Program Services | $4,525,534 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,536 | TotalAmt |
| Program Services | $1,137,536 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,125 | TotalAmt |
| Program Services | $320,643 | ProgramServicesAmt |
| Management And General | $13,482 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,963 | TotalAmt |
| Program Services | $990,963 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,400 | TotalAmt |
| Program Services | $854,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,906 | TotalAmt |
| Program Services | $1,503,143 | ProgramServicesAmt |
| Management And General | $128,763 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,493 | TotalAmt |
| Program Services | $873,523 | ProgramServicesAmt |
| Management And General | $1,970 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,868 | TotalAmt |
| Program Services | $2,705,040 | ProgramServicesAmt |
| Management And General | $12,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,659 | TotalAmt |
| Program Services | $1,592,029 | ProgramServicesAmt |
| Management And General | $25,630 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,762 | TotalAmt |
| Program Services | $572,762 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,945 | TotalAmt |
| Program Services | $148,825 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,620 | TotalAmt |
| Program Services | $126,980 | ProgramServicesAmt |
| Management And General | $1,640 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,123 | TotalAmt |
| Program Services | $620,158 | ProgramServicesAmt |
| Management And General | $1,965 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,064 | TotalAmt |
| Program Services | $315,064 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BROKER EXPENSE | $1,543,336 | $1,543,336 | $0 | $0 |
| PREMIUM TAX EXPENSE | $551,950 | $551,950 | $0 | $0 |
| LOSS ADJUSTMENT EXPENSE | -$4,788 | -$4,788 | $0 | $0 |
| UNRELATED BUSINESS TAX | $236,606 | $0 | $236,606 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,299,855 | TotalAmt |
| Program Services | $358,445,166 | ProgramServicesAmt |
| Management And General | $1,854,689 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,557,896 | BOYAmt |
| EOY | $15,586,021 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,655,302 | BOYAmt |
| EOY | $4,662,029 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,999,347 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,528,917 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,780,779 | BOYAmt |
| EOY | $5,470,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,816,609 | BOYAmt |
| EOY | $218,475,288 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,048 | BOYAmt |
| EOY | $1,716,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,107,634 | BOYAmt |
| EOY | $245,910,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,632,021 | BOYAmt |
| EOY | $49,091,639 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,292 | BOYAmt |
| EOY | $2,322,375 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,732 | BOYAmt |
| EOY | $3,126,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,104,045 | BOYAmt |
| EOY | $54,540,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,453,589 | BOYAmt |
| EOY | $190,820,365 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,000 | BOYAmt |
| EOY | $550,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,003,589 | BOYAmt |
| EOY | $191,370,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,107,634 | BOYAmt |
| EOY | $245,910,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,449,305 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,915,585 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,166,944 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,000 | OtherCostOrOtherBasisAmt |
| Book Value | $800,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,581,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,248,403 | DepreciationAmt |
| Book Value | $4,333,498 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,617,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,280,514 | DepreciationAmt |
| Book Value | $336,932 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $5,470,430 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | $219,274 |
| Post Retirement Benefit Obligation | $2,907,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,126,340 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MEDICAL STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $243,348 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | tuition paid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of Organization's Procedures for Monitoring the Use of Grants | FormAndLineReferenceDesc |
| Explanation | The HPUOV medical student (doctors/nurses) scholarship program began in the fall of 2009. Medical students submit scholarship applications to a sub-committee of the board. These applications are reviewed by the sub-committee based on the student's financial need. The preferred applicants are recommended to the full board, which approves any scholarship awards. The tuition payments are made directly to the school and book expense reimbursements are made directly to the student. The grant term is open until the student graduates. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip D Wright | ||||||||||||||
| President/CEO | $320,456 | $0 | $17,240 | $0 | $5,101 | $0 | $25,500 | $0 | $1,337 | $0 | $369,634 | $0 | $0 | $0 |
| Jeffrey M Knight | ||||||||||||||
| Treasurer/CFO | $153,930 | $0 | $8,222 | $0 | $540 | $0 | $17,266 | $0 | $1,876 | $0 | $181,834 | $0 | $0 | $0 |
| Patricia M Fast | ||||||||||||||
| Vice President/Operations | $181,382 | $0 | $10,313 | $0 | $6,587 | $0 | $21,657 | $0 | $1,876 | $0 | $221,815 | $0 | $0 | $0 |
| E David Mathieu | ||||||||||||||
| Vice President/Marketing | $190,758 | $0 | $10,313 | $0 | $6,682 | $0 | $21,657 | $0 | $4,672 | $0 | $234,082 | $0 | $0 | $0 |
| Robert C Kota | ||||||||||||||
| General Counsel | $168,787 | $0 | $9,656 | $0 | $10,038 | $0 | $20,278 | $0 | $1,337 | $0 | $210,096 | $0 | $0 | $0 |
| Robert Roset | ||||||||||||||
| Chief Information Officer | $186,509 | $0 | $10,294 | $0 | $2,305 | $0 | $21,618 | $0 | $1,876 | $0 | $222,602 | $0 | $0 | $0 |
| Kenneth Allen | ||||||||||||||
| Medical Director | $210,087 | $0 | $10,671 | $0 | $2,793 | $0 | $22,409 | $0 | $3,337 | $0 | $249,297 | $0 | $0 | $0 |
| Mark Kenamond | ||||||||||||||
| Medical Director | $203,901 | $0 | $10,229 | $0 | $2,322 | $0 | $21,480 | $0 | $670 | $0 | $238,602 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | COMPENSATION PROVIDED BY ORGANIZATION | FormAndLineReferenceDesc |
| Explanation | Schedule J, Part I, Line 1a A portion of a health club membership was paid for the following: Robert Roset, E. David Mathieu, Robert Kota and Steve Neal. This benefit was treated as taxable income for all. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric M Bush | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Son of CEO | RelationshipDescriptionTxt |
| Transaction | $12,289 | TransactionAmt |
| Transaction | Employee providing general mai | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCESS USED TO REVIEW THE FORM 990 | FORM 990, PART VI, LINE 11B THE CFO AND CONTROLLER REVIEW THE 990 FOR REASONABLENESS COMPARED TO THE INTERNAL FINANCIAL STATEMENTS. THE CFO PROVIDES COPIES TO THE FINANCE COMMITTEE WHICH IS A SUBSET OF THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. |
| MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ON AN ANNUAL BASIS AND MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT. HE UTILIZES THE WARREN SURVEY INFORMATION BY POSITION FOR EXECUTIVE AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS' PERSONNEL COMMITTEE. THE COMPENSATION COMMITTEE THEN PRESENTS THE PREFERRED COMPENSATION CHANGES TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 These documents are available upon request to the CFO. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 Change in non-admitted assets: (6,386,674) and cumulative effect of change in accounting principles (1,780,270). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMETOWN HEALTH PLAN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LILLIAN GISH BLVD | AddressLine1 |
| City | MASSILLON | City |
| State | OH | State |
| ZIP Code | 44647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341523541 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPUOV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THP INSURANCE COMPANY | ||||||||||||
| 1137 VANVOORHIS RD CHELSEA SQUARE S | MORGANTOWN | WV | 26505 | 550765726 | INSURANCE | WV | NA | C Corp | -$12,282,195 | $30,360,184 | 1.00000 | Yes (true) |
| HP Agency Inc | ||||||||||||
| 52160 NATIONAL ROAD EAST | ST CLAIRSVILLE | OH | 43950 | 341764520 | SVC TO SELF-INS | OH | NA | C Corp | -$24,217 | $240,064 | 1.00000 | Yes (true) |
| HOMETOWN HHP SERVICES CORP | ||||||||||||
| 100 LILLIAN GISH BLVD | MASSILLON | OH | 44647 | 341588625 | SVC TO SELF-INS | OH | NA | C Corp | -$32,858 | $892,587 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THP INSURANCE COMPANY | ||
| m | $4,836,151 | ADMIN. ALLOCATI |
| HP AGENCY | ||
| m | $2,845,974 | ADMIN. ALLOCATI |
| HOMETOWN HHP SERVICES INC | ||
| m | $186,953 | ADMIN. ALLOCATI |
| THP INSURANCE COMPANY | ||
| b | $12,000,000 | CAPITAL CONTRIB |
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