UNITY HEALTH SYSTEM FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITY HEALTH SYSTEM FOUNDATION (EIN 11-9627400)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201213179349300806
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T06:39:32-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 119627400 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITY HEALTH SYSTEM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5853686290 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 LONG POND RD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14626 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas R Crilly | Name |
| Title | CFO | Title |
| Date Signed | 2012-11-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Warren Hern | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 Long Pond Rd | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7843114 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unityhealth.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5658 | TotalNbrEmployees |
| Total Nbr Volunteers | 97 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11629576 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4482646 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 413802 | InvestmentIncomePriorYear |
| Investment Income Current Year | 426560 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 119457 | OtherRevenuePriorYear |
| Other Revenue Current Year | 120531 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12162835 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5029737 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3563073 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6066710 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 786449 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 830510 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 762224 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 369988 | OtherExpensePriorYear |
| Other Expenses Current Year | 394161 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4719510 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7291381 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7443325 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2261644 | RevenuesLessExpensesCY |
| Total Assets BOY | 20452715 | TotalAssetsBOY |
| Total Assets EOY | 18019387 | TotalAssetsEOY |
| Total Liabilities BOY | 696122 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 772589 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19756593 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17246798 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Unity Health Foundation conducts annual fund-raising events and cultivates and solicits capital gifts in support of the System as well as the community. The Unity Hospital of Rochester, the major entity of the the System, is a not-for-profit community hospital which provides quality general and acute inpatient and outpatient hospital care to the residents of Rochester, NY and the surrounding community regardless of ability to pay. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6066710 | Expense |
| Grants | 6066710 | Grants |
| Description | The Unity Health Foundation conducts annual fund-raising events and cultivates and solicits capital gifts in support of Unity Health System (the System) as well as the community. The Unity Hospital of Rochester, a major entity of the System, is a not-for-profit community hospital which provides quality general and acute inpatient and outpatient hospital care to the residents of Rochester, NY and the surrounding community regardless of ability to pay. | Description |
| Total Program Service Expense | 6066710 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5658 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UNITY HEALTH SYSTEM FOUNDATION | NamePerson |
| Telephone Number | 5853686227 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 CANAL LANDING BLVD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14626 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Leon Sawyko | ||||||
| Vice Chairman | 2.00 | X | 0 | 0 | 0 | |
| Frederick Holbrook | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jeffrey C Mapstone | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | |
| Robert Oppenheimer | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Dana Miller | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Scott Turner | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | |
| Fred Strauss | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Steven Sauer | ||||||
| Vice Chairman | 2.00 | X | 0 | 0 | 0 | |
| Thomas Riley | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Elizabeth Patton PhD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Michael R Nuccitelli | ||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | |
| Jagat S Mehta MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Michael Maier | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Richard Machemer PhD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Tarun Kothari MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Michael J Graney MD | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Karen Gallina | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Nancy S Ferris | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Ralph A DeStephano | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Edward J Ciaschi | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jack Baron | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Andrew August | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Timothy J Balconi | ||||||
| President | 40.00 | 0 | 273490 | 25612 | X | |
| Warren Hern | ||||||
| President & CEO | 2.00 | 0 | 920909 | 27826 | X | |
| Stewart Putnam | ||||||
| Exec. VP/COO | 2.00 | 0 | 534987 | 32815 | X | |
| Thomas R Crilly | ||||||
| Sr. VP/CFO | 2.00 | 0 | 392844 | 32823 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 2122230 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 119076 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 39714 | FederatedCampaigns |
| Fundraising Events | 372616 | FundraisingEvents |
| Related Organizations | 315000 | RelatedOrganizations |
| All Other Contributions | 3755316 | AllOtherContributions |
| Noncash Contributions | 377753 | NoncashContributions |
| Total Contributions | 4482646 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 346029 | TotalRevenueColumn |
| Related Or Exempt Function Income | 346029 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2606186 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2525655 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80531 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80531 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80531 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 173080 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 372616 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 287722 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -114642 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Rental reimbursement | 900099 | 212372 | $212,372 |
| Int. income from affiliat | 900099 | 22801 | $22,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 235173 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5029737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 426560 | RelatedOrExemptFunctionIncome |
| Exclusion | $235,173 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6004473 | Total |
| Program Services | 6004473 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62237 | Total |
| Program Services | 62237 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263722 | Total |
| Management And General | 98158 | ManagementAndGeneral |
| Fundraising | 165564 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437629 | Total |
| Management And General | 190471 | ManagementAndGeneral |
| Fundraising | 247158 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21047 | Total |
| Management And General | 10219 | ManagementAndGeneral |
| Fundraising | 10828 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41342 | Total |
| Management And General | 20073 | ManagementAndGeneral |
| Fundraising | 21269 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66770 | Total |
| Management And General | 32420 | ManagementAndGeneral |
| Fundraising | 34350 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3557 | Total |
| Management And General | 3557 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3380 | Total |
| Management And General | 3380 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49797 | Total |
| Management And General | 49797 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15453 | Total |
| Management And General | 15453 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69201 | Total |
| Management And General | 4521 | ManagementAndGeneral |
| Fundraising | 64680 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39975 | Total |
| Management And General | 2015 | ManagementAndGeneral |
| Fundraising | 37960 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11912 | Total |
| Management And General | 568 | ManagementAndGeneral |
| Fundraising | 11344 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25725 | Total |
| Management And General | 1297 | ManagementAndGeneral |
| Fundraising | 24428 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9360 | Total |
| Management And General | 167 | ManagementAndGeneral |
| Fundraising | 9193 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9243 | Total |
| Management And General | 625 | ManagementAndGeneral |
| Fundraising | 8618 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178 | Total |
| Management And General | 178 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24198 | Total |
| Management And General | 24198 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4836 | Total |
| Management And General | 4836 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| Training | 4978 | 251 | 4727 |
| Miscellaneous | 11629 | 48 | 11581 |
| Donor Recognition | 106483 | 106483 | |
| Bad Debt | 4256 | 215 | 4041 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7291381 | Total |
| Program Services | 6066710 | ProgramServices |
| Management And General | 462447 | ManagementAndGeneral |
| Fundraising | 762224 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152796 | BOY |
| EOY | 163385 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92286 | BOY |
| EOY | 2439125 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8446315 | BOY |
| EOY | 3773095 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475835 | BOY |
| EOY | 460195 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18505 | BOY |
| EOY | 29725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2631388 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1762622 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582907 | BOY |
| EOY | 868766 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9468467 | BOY |
| EOY | 9069685 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20381 | BOY |
| EOY | 24451 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195223 | BOY |
| EOY | 1190960 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20452715 | BOY |
| EOY | 18019387 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159634 | BOY |
| EOY | 191791 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64956 | BOY |
| EOY | 71023 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 471532 | BOY |
| EOY | 509775 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696122 | BOY |
| EOY | 772589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2199458 | BOY |
| EOY | 2177321 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11495688 | BOY |
| EOY | 9154251 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6061447 | BOY |
| EOY | 5915226 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19756593 | BOY |
| EOY | 17246798 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20452715 | BOY |
| EOY | 18019387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2261644 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -248151 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1476869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1989611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3313124 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11629576 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4482646 | CurrentTaxYear |
| Total | 22891826 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1476869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1989611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3313124 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11629576 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4482646 | CurrentTaxYear |
| Total | 22891826 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10103936 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12787890 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 351666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 358683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 309848 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 363825 | CurrentTaxYearMinus1Year |
| Current Tax Year | 346029 | CurrentTaxYear |
| Total | 1730051 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24621877 | TotalSupport |
| Public Support Pertcentage170 | 0.51940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 7 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 38296 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 9089 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 140460 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17557135 | BeginningOfYearBalance |
| Contributions | 3608140 | Contributions |
| Investment Earnings Or Losses | -15400 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6080398 | GrantsOrScholarships |
| End Of Year Balance | 15069477 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9756161 | BeginningOfYearBalance |
| Contributions | 10851229 | Contributions |
| Investment Earnings Or Losses | 492510 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3542765 | GrantsOrScholarships |
| End Of Year Balance | 17557135 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7945374 | BeginningOfYearBalance |
| Contributions | 2587174 | Contributions |
| Investment Earnings Or Losses | 969963 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1746350 | GrantsOrScholarships |
| End Of Year Balance | 9756161 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.39250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.60750 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 186101 | OtherCostOrOtherBasis |
| Book Value | 186101 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 300000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 805112 | OtherCostOrOtherBasis |
| Depreciation | 453309 | Depreciation |
| Book Value | 651803 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 511739 | OtherCostOrOtherBasis |
| Depreciation | 489787 | Depreciation |
| Book Value | 21952 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 733547 | OtherCostOrOtherBasis |
| Depreciation | 733547 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94889 | OtherCostOrOtherBasis |
| Depreciation | 85979 | Depreciation |
| Book Value | 8910 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 868766 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Investment Income Receivable | |
| Charitable Remainder Trusts | 574328 |
| Charitable Gift Annuity Reserve | 499480 |
| Cash Surrender Value Life Ins. Policies | 117152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1190960 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Gift Annuity Payable | $290,325 |
| Due to affiliates | $34,428 |
| Accrued Pension Liability | $185,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 509775 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | The Unity Health System Foundation is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. In addition, the Foundation is exempt from state income tax under the New York State Corporation tax law. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Transfer of McKittrick earnings to Unity Hospital $ -46033 Change - annual pension valuation other comprehensive income $ -91211 Changes in value of charitable gift annuities $ -22503 Changes in market value of charitable remainder trusts $ -9590 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Permanently restricted endowments are held in perpetuity, their income is available for use based on donor stipulations. Earnings on the endowment are earmarked for either unrestricted operations or specific purpose based on designation of the endowment. Temporarily restricted endowment funds are released from restriction for program purposes in accordance with donor requirements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf | NameOfEvent1 |
| Gross Receipts Event1 | 276960 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 203880 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 73080 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 31611 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 19479 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 69080 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Gala | NameOfEvent2 |
| Gross Receipts Event2 | 268736 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 168736 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 100000 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3600 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 95770 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 6000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 62182 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 545696 | GrossReceiptsTotal |
| Charitable Contributions Total | 372616 | CharitableContributionsTotal |
| Gross Revenue Total Events | 173080 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 31611 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 3600 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 115249 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 131262 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 287722 | DirectExpenseSummaryEvents |
| Net Income Summary | -114642 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| The Unity Hospital of Rochester | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 237221763 | 501(c)(3) | 5327146 | 25038 | Estimate of FMV | Clothing, household goods | See Part IV |
| PRCD Inc | ||||||||||
| 2650 Ridgeway Avenue | Rochester | NY | 14626 | 161311581 | 501(c)(3) | 8445 | 0 | See Part IV | ||
| Park Ridge Nursing Home Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 160978184 | 501(c)(3) | 610429 | 5900 | Estimate of FMV | Medical Eqpt & Recliner | See Part IV |
| Park Ridge Child Care Center | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222918126 | 501(c)(3) | 9095 | 0 | See Part IV | ||
| North Park Nursing Home Inc | ||||||||||
| 700 Island Cottage Road | Rochester | NY | 14612 | 223159644 | 501(c)(3) | 5380 | 0 | See Part IV | ||
| American Red Cross | ||||||||||
| PO Box 4002018 | Des Moines | IA | 50340 | 530196605 | 501(c)(3) | 8340 | 0 | Japan Disaster relief | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Nursing tuition scholarship. | 37 | 41000 |
| Medications for underinsured. | 36 | 8618 |
| Medical Resident Award Scholarship | 1 | 839 |
| Forgivable employee loan for low-income home ownership. | 1 | 6000 |
| Cardiopulmonary rehab copay assist. | 24 | 5780 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | The Foundation's Financial Coordinator conducts monthly reconciliation and maintains substantiated documentation of all payments for fulfillment of every grant awarded. |
| Additional Supplemental Information | Part II Column (h) Purpose of grants or assistance to:(1) North Park Nursing Home-Staff recognition & general purposes for residents.(2) Park Ridge Nursing Home-Facility construction, furniture,staff education & supplies, & general purposes for residents. (3)Park Ridge Child Care-Furniture & general purpose.(4) PRCD, Inc.-Furniture & general purposes for residents. (5) The Unity Hospital of Rochester-Facility expansion & renovation, medical & other eqpt.supplies & training; meds & assistance for underinsured patients & general purposes. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|
| Warren Hern | |||||
| 660000 | 196000 | 64909 | 23550 | 4276 | 948735 |
| Timothy J Balconi | |||||
| 192444 | 50019 | 31027 | 14873 | 10739 | 299102 |
| Thomas R Crilly | |||||
| 314574 | 66725 | 11545 | 22009 | 10814 | 425667 |
| Stewart Putnam | |||||
| 403401 | 75892 | 55694 | 23144 | 9671 | 567802 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 6b | Identifier |
| Return Reference | Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or | ReturnReference |
| Explanation | The officers and key employees are eligible for incentive compensation contingent upon various performance indicators of Unity Health System Foundation including net earnings. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1838 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor estimate | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27255 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 300000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV appraisals | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Medical chairs | 2 | 1400 | Donor estimate |
| X | Electr. scooter | 1 | 4900 | Donor estimate |
| X | Event GIK | 56 | 42360 | Donor estimate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | In situations where Unity Health System Foundation receives gifts of stocks from donors, we utilize an investment bank to receive the stock and then sell the stock upon the request of the Foundation. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part I, Line 5 | All employees of Unity Health System (the System) are paid from one entity, The Unity Hospital of Rochester, which is the common paymaster. The total number of employees for the System have been reported on all entities based on the reporting requirements for 2011. | |
| Form 990, Part I, Line 1 | Unity Health Foundation supports the ability of the System to fulfill its mission by actively encouraging charitable support and providing responsible management of its assets. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Unity Health System Foundation makes documents available upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The CEO's compensation is determined by an independent consulting firm that makes a recommendation based on surveys and market valuation. Once a compensation package is determined, it is presented to the Board of Directors for approval.Compensation for all other positions are determined based on market pricing, the position evaluation system and/or the position's responsibilities. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | On an annual basis the member, the System, sends a Conflict of Interest statement to all Board Members, Officer, Directors, Key Employees, and management staff asking them to disclose any potential conflict of interest that could compromise their position within the Corporation. These statements are reviewed by the CFO of the Corporation to determine if there are any issues that require further follow-up. All disclosures are presented to the Audit Committee and the CFO points out any disclosures that he feels are significant. If there is a disclosure that is of concern, a determination is made for further follow-up. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | The Form 990 will be reviewed by the Executive Committee of the System's Board of Directors prior to the annual filing date and also made available to the Board of Directors of the System. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Governance and management powers have been reserved to the member (the System) in Unity Health System Foundation's Certificate of Incorporation. Any action required or permitted to be taken by the member under applicable law, the Certificate of Incorporation, or the Bylaws is taken by the member through written resolution consenting to such action and is signed by an officer of the member and is forwarded to the President, with a copy to the Chairman of the Board. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Except for the President of the System and the Foundation, all directors of the Foundation shall be elected by the member at its annual meeting and shall serve for a term of three years. Subject to the approval of the entire Board, nominations for directors shall be submitted to the member. | Form 990, Part VI, Line 7a |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The sole corporate member of Unity Health System Foundation is the System, the parent corporation. | Form 990, Part VI, Line 6 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Woodland Village Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161588242 | Senior apartment complex | NY | 501(c)(3) | 9 | NA | false |
| Unity Housing Development Fund Corp | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 300068596 | Receipt and disbursement of subsidies | NY | 501(c)(3) | 9 | NA | false |
| Unity Health System Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222572873 | Healthcare management | NY | 501(c)(3) | 11 | NA | false |
| Unity Aging Services Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 841684195 | Management & development company | NY | 501(c)(3) | 9 | NA | false |
| The Unity Hospital of Rochester | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 237221763 | Hospital | NY | 501(c)(3) | 3 | NA | false |
| St Bernards Housing Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161492955 | Low income Housing Project | NY | 501(c)(3) | 9 | NA | false |
| PRCD Inc | ||||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 161311581 | Substance Abuse Treatment and Rehabilitation | NY | 501(c)(3) | 7 | NA | false |
| Parkway Commons Hous Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 223130818 | Low income housing for elderly/handicapped | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Nursing Home Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 160978184 | Long Term Care Facility | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Housing Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222570457 | Senior apartment complex | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Housing Devel Fund Co Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222608311 | Low income housing project for the elderly | NY | 501(c)(3) | 9 | NA | false |
| Park Ridge Child Care Center Inc | ||||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 222918126 | Child day care services | NY | 501(c)(3) | 9 | NA | false |
| North Park Nursing Home Inc | ||||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 223159644 | Long Term Care Facility | NY | 501(c)(3) | 9 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|
| Unity Senior Housing Associates LP | |||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 061709927 | Moore Park | NY | NA | false | false |
| Parma Senior Housing Associates LP | |||||||||
| 1555 Long Pond Road | Rochester | NY | 14626 | 432082116 | Hilton Proj | NY | NA | false | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| Unity Senior Housing Corp | ||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 061709925 | Sr. Housing | NY | NA | C corp |
| Parma Senior Housing LLC | ||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 810671687 | Sr. Housing | NY | NA | C corp |
| PRH Inc | ||||||||
| 1555 Long Pond Rd | Rochester | NY | 14626 | 161329632 | Medical lab | NY | NA | C corp |
| ACM Medical Laboratory Inc | ||||||||
| 160 Elmgrove Park | Rochester | NY | 14624 | 161059691 | Clinical lab | NY | NA | C corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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