ROCHESTER REGIONAL HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER REGIONAL HEALTH FOUNDATION (EIN 22-2229425)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349307553
- Schema version
- 2011v1.3
- 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 | 2012-11-15T14:51:05-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BEATTIE PLACE SUITE 800 | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222229425 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER GENERAL HOSPITAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TAMMY CLAFLIN | InCareOfName |
| Name Control | ROCH | NameControl |
| Phone | 5859224800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Kings Highway South | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14617 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA M TINCH | Name |
| Title | VP FINANCE & INTERIM CFO | Title |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642425740 | Phone |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Mark Clement | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Kings Highway South | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14617 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6706793 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.rochestergeneral.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO CONDUCT ACTIVITIES THAT RAISE FUNDS AND TO INVEST SUCH FUNDS FOR THE BENEFIT OF THE ROCHESTER GENERAL HOSPITAL AND ITS AFFILIATED ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5380006 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4299404 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1532682 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2296756 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -368772 | OtherRevenuePriorYear |
| Other Revenue Current Year | -487354 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6543916 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6108806 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3270788 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5624482 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1249158 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1371494 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 261116 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 766052 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 648225 | OtherExpensePriorYear |
| Other Expenses Current Year | 1193844 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5429287 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8189820 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1114629 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2081014 | RevenuesLessExpensesCY |
| Total Assets BOY | 40357179 | TotalAssetsBOY |
| Total Assets EOY | 38220562 | TotalAssetsEOY |
| Total Liabilities BOY | 2884918 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5278532 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37472261 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32942030 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE FUNDS TO OR FOR THE BENEFIT OF THE ROCHESTER GENERAL HOSPITAL AND ITS AFFILIATES BY: A) SOLICITING, ACCEPTING, HOLDING, INVESTING, REINVESTING AND ADMINISTERING ANY GIFTS, BEQUESTS, DEVISES, BENEFITS OF TRUSTS AND PROPERTY OF ANY SORT, WITHOUT LIMITATION AS TO AMOUNT OR VALUE; B) USING, DISBURSING OR DONATING THE INCOME OR PRINCIPAL THEREOF EXCLUSIVELY FOR THE FOREGOING PURPOSES; AND C) PERFORMING ANY OTHER ACT OR THING INCIDENTAL TO OR CONNECTED WITH THE FOREGOING PURPOSES OR IN ADVANCEMENT THEREOF. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5922723 | Expense |
| Grants | 5624482 | Grants |
| Revenue | 0 | Revenue |
| Description | The Rochester General Hospital Foundation conducts a broad range of fundraising efforts to drive annual giving, special event support, major gifts and planned gifts. The Rochester General Hospital Foundation had a successful year in 2011 in terms of securing grants. One of the most significant examples was a grant of $527,249 from the New York State Department of Health for the "Doctors Across New York" Program. Another significant grant was from the Jacob and Valeria Langeloth Foundation to support refugees healing from trauma. Events - In 2011, THE FOUNDATION CONDUCTED MULTIPLE SPECIAL EVENTS. EACH EVENT WAS DESIGNED WITH THE PURPOSE OF RAISING MONEY, THANKING MAJOR DONORS OR CULTIVATING NEW MAJOR DONORS. SOMETIMES, EVENTS ACCOMPLISHED TWO OR THREE OF THESE OBJECTIVES. THIS SECTION DESCRIBES SOME HIGHLIGHTS OF 2011 ROCHESTER GENERAL HOSPITAL FOUNDATION EVENTS. IN 2011, THE FOUNDATION HELD THE SECOND EDITION OF "COOKING FOR A CURE", AN EVENT FEATURING FOOD PREPARED BY LOCAL CHEFS TO SUPPORT PROSTATE CANCER CARE AND TREATMENT AT ROCHESTER GENERAL HEALTH SYSTEM. THE FIRST EDITION OF THIS EVENT WAS HELD IN 2009. THE MOST SIGNIFICANT EVENT OF THE YEAR, THE FOUNDERS SOCIETY GALA, WAS HELD IN NOVEMBER 2011. APPROXIMATELY, 1,300 PEOPLE ATTENDED THE EVENT AND RAISED OVER $687,000 - A RECORD AMOUNT - BEFORE EXPENSES. ADDITIONALLY, SIX PEOPLE WERE RECOGNIZED AS PHILANTHROPY AWARD HONOREES. THIS WAS AN OPPORTUNITY TO THANK THEM FOR THEIR SUPPORT OF THE HEALTH SYSTEM. THIS EVENT WAS ALSO AN OPPORTUNITY TO ENGAGE PROSPECTIVE MAJOR DONORS TO MAKE FUTURE GIFTS TO THE CAPITAL CAMPAIGN. LUNCH AND DINNER EVENTS DESIGNED TO THANK, EDUCATE AND INSPIRE FRIENDS OF ROCHESTER GENERAL HEALTH SYSTEMS WERE PEPPERED THROUGHOUT THE YEAR AS WELL. THE FOUNDERS SOCIETY LUNCHEON, THE HANSFORD LEGACY SOCIETY DINNER AND THE BOARD EMERITUS SOCIAL WERE THE MOST NOTABLE EXAMPLES OF THE FOUNDATION THANKING PAST FRIENDS AND DONORS FOR THEIR GENEROUS SUPPORT WHILE ALSO ENLIGHTENING THEM ON THE FUTURE NEEDS OF THE SYSTEM AND NEW WAYS TO LEND PHILANTHROPIC SUPPORT IN THE FUTURE. THE FOUNDATION ALSO HELD SEVERAL PRIVATE EVENTS THAT WERE MEANT TO CULTIVATE PROSPECTIVE DONORS TO THE CAMPAIGN. PAST DONORS AND PEOPLE WHO PREVIOUSLY HAD LITTLE CONTACT WITH THE HEALTH SYSTEM WERE INVITED TO "INSIDER EVENTS", WHERE HEALTH SYSTEM LEADERS AND PROMINENT COMMUNITY SUPPORTERS SHARED NEEDS AND ASPIRATIONS FOR THE HEALTH SYSTEM AND THE REGION AT LARGE. Annual Giving - THE FOUNDATION ALONG WITH NEWARK-WAYNE COMMUNITY HOSPITAL FOUNDATION, CONTINUED A DIRECT MAIL PROGRAM TO ACQUIRE MORE THAN 3,500 NEW DONORS SINCE 2011. AS PART OF THE PLANNED PROGRESSION TOWARD THE CAMPAIGN, 2011 MARKED A YEAR WHEN ACQUISITION EFFORTS WERE REDUCED AND RETENTION EFFORTS WERE EXPANDED. THIS MEANS WE FOCUSED ON MAINTAINING CONTACT WITH THE DONORS WE HAVE ACQUIRED OVER THE PAST THREE YEARS, ENCOURAGING REPEAT GIFTS FROM THEM INSTEAD OF CONTINUING TO FOCUS ON FINDING NEW DONORS. WHILE THIS EFFORT BENEFITS BOTH FOUNDATIONS, WHEN APPROPRIATE, DIRECT MAIL EFFORTS WERE TARGETED TO THE "NEWARK WAYNE" COMMUNITY AND THE "ROCHESTER GENERAL" COMMUNITY. AS THE CAMPAIGN CONTINUES TO PROGRESS, MAJOR GIFT OFFICERS WILL TRY TO REACH OUT TO INDIVIDUALS WHO HAVE MADE MULTIPLE GIFTS AND SATISFY OTHER QUALIFYING CRITERIA TO ENCOURAGE EITHER A MAJOR GIFT OR A PLANNED GIFT. | Description |
| Total Program Service Expense | 5922723 | 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 | false | 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 | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 |
| Form990 Provided To Governing Body | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TAMMY CLAFLIN | NamePerson |
| Telephone Number | 5859221745 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 KINGS HIGHWAY SOUTH | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14617 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SCOTT ANTHONY | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 0 | 0 | |
| JOSEPHINE BRAITMAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DAVID BROADBENT | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| FREDDIE CALDWELL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DONALD CAMERON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KEVIN CANNAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KEVIN CASEY MD | ||||||
| DIRECTOR | 1.0 | X | 0 | 294361 | 60961 | |
| CYNTHIA CHRISTY | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RICHARD CONSTANTINO MD | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 145955 | 52691 | |
| CHARLES EAGLE JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LOUISE EPSTEIN | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 0 | 0 | |
| JACK A ERDLE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| STEPHEN ETTINGHAUSEN MD | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 393458 | 41909 | |
| SAMUEL HUSTON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| GREGORY KAUSCH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PETER KOUIDES MD | ||||||
| DIRECTOR | 1.0 | X | 0 | 388144 | 52159 | |
| ELLIOT LANDSMAN | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 0 | 0 | |
| JEFFREY LEENHOUTS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ARTHUR LIEBERT | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 0 | 0 | |
| CARL LUGER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| IRVING MANN | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 0 | 0 | |
| KEVIN OVERTON | ||||||
| SECRETARY | 1.0 | X | 0 | 0 | 0 | X |
| RALPH PENNINO MD | ||||||
| DIRECTOR | 1.0 | X | 0 | 455664 | 71062 | |
| WANDA POLISSENI | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PATRICK RIGGS MD | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 489162 | 91788 | |
| KATHERINE SCHUMACHER | ||||||
| CHAIR | 1.0 | X | 0 | 0 | 0 | X |
| STEVEN SCHWARTZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| EDWARD TANNER MD | ||||||
| DIRECTOR (until June 2011) | 1.0 | X | 0 | 276431 | 93082 | |
| DON TWIETMEYER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOHN VALVO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ROBERTA VANWINKLE | ||||||
| TREASURER | 1.0 | X | 0 | 0 | 0 | X |
| JOSEPH VASILE MD | ||||||
| DIRECTOR | 1.0 | X | 0 | 366439 | 98775 | |
| ETHAN WELCH | ||||||
| VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X |
| Trent Bridges | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| William Mendick | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Len Olivieri | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| Mike Pichichero MD | ||||||
| Director | 1.0 | X | 0 | 837837 | 46222 | |
| James P Digan | ||||||
| SVP of Development | 20.0 | 490209 | 0 | 191033 | X | |
| MARK CLEMENT | ||||||
| PRESIDENT/CEO | 1.0 | 0 | 1331486 | 789546 | X | |
| ROBERT NESSELBUSH | ||||||
| SVP / CFO | 1.0 | 0 | 646375 | 255571 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 490209 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5625312 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1844799 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COMMUNITY COUNSELING SERVICE LLC | |||||
| PO Box 27462 | NEW YORK | NY | 10087 | CONSULTING | 329500 |
| RUDY BENDA PRODUCTIONS | |||||
| 307 EAST 76TH STREET | NEW YORK | NY | 10021 | EVENT PRODUCTION | 122190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 644225 | FundraisingEvents |
| Related Organizations | 102356 | RelatedOrganizations |
| All Other Contributions | 3552823 | AllOtherContributions |
| Noncash Contributions | 66887 | NoncashContributions |
| Total Contributions | 4299404 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2296756 | TotalRevenueColumn |
| Exclusion | $2,296,756 | ExclusionAmount |
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 Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 110633 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 644225 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 597987 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -487354 | TotalRevenueColumn |
| Exclusion | -$487,354 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6108806 | TotalRevenueColumn |
| Exclusion | $1,809,402 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5624482 | Total |
| Program Services | 5624482 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 681242 | Total |
| Management And General | 340621 | ManagementAndGeneral |
| Fundraising | 340621 | 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 | 677077 | Total |
| Management And General | 338538 | ManagementAndGeneral |
| Fundraising | 338539 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13175 | Total |
| Management And General | 6587 | ManagementAndGeneral |
| Fundraising | 6588 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 5712 | Total |
| Management And General | 5712 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16989 | Total |
| Management And General | 16989 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458174 | Total |
| Management And General | 377870 | ManagementAndGeneral |
| Fundraising | 80304 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53917 | Total |
| Management And General | 53917 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46841 | Total |
| Management And General | 46841 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85948 | Total |
| Management And General | 85948 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18576 | Total |
| Management And General | 18576 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| NEWSLETTER & DONOR RECOG | 298241 | 298241 | |
| UNCOLLECTIBLE PLEDGES | 77536 | 77536 | |
| OTHER EXPENSES | 131910 | 131910 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8189820 | Total |
| Program Services | 5922723 | ProgramServices |
| Management And General | 1501045 | ManagementAndGeneral |
| Fundraising | 766052 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2263669 | BOY |
| EOY | 1556869 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499079 | BOY |
| EOY | 2173954 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9062554 | BOY |
| EOY | 9415127 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6161 | BOY |
| EOY | 33708 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 990752 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 52382 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698933 | BOY |
| EOY | 938370 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16330051 | BOY |
| EOY | 11575467 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11496732 | BOY |
| EOY | 12527067 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40357179 | BOY |
| EOY | 38220562 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248860 | BOY |
| EOY | 456650 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164421 | BOY |
| EOY | 86607 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2471637 | BOY |
| EOY | 4735275 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2884918 | BOY |
| EOY | 5278532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3293343 | BOY |
| EOY | 1836768 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26135056 | BOY |
| EOY | 22999118 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8043862 | BOY |
| EOY | 8106144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37472261 | BOY |
| EOY | 32942030 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40357179 | BOY |
| EOY | 38220562 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2081014 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2449217 | 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (5 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ROCHESTER GENERAL HOSPITAL | |||||
| 160743134 | 03 | true | true | true | $5,600,250 |
| ROCHESTER GENERAL HUDSON HOUSING | |||||
| 223210351 | 09 | true | true | true | $0 |
| ROCHESTER GENERAL LONG TERM CARE | |||||
| 223187140 | 09 | true | true | true | $254 |
| ROCHESTER MENTAL HEALTH CENTER | |||||
| 166069131 | 09 | true | true | true | $8,328 |
| INDEPENDENT LIVING FOR SENIORS | |||||
| 161491059 | 09 | true | true | true | $15,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 5 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 5624482 | SumOfAmounts |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8043862 | BeginningOfYearBalance |
| Contributions | 62281 | Contributions |
| End Of Year Balance | 8106143 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7960615 | BeginningOfYearBalance |
| Contributions | 83247 | Contributions |
| End Of Year Balance | 8043862 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7955419 | BeginningOfYearBalance |
| Contributions | 5196 | Contributions |
| End Of Year Balance | 7960615 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7924901 | BeginningOfYearBalance |
| Contributions | 30518 | Contributions |
| End Of Year Balance | 7955419 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 555000 | InvestmentCostOrOtherBasis |
| Book Value | 555000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 435752 | OtherCostOrOtherBasis |
| Depreciation | 52382 | Depreciation |
| Book Value | 383370 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 938370 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON COLLECTIVE TRUSTS | 2253517 | F |
| HEDGE FUNDS | 10273550 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12527067 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $4,231,375 |
| CHARITABLE GIFT ANNUITY LIABILITY | $503,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4735275 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTENDED USE OF ENDOWMENT FUNDS | Identifier |
| Return Reference | SCHEDULE D, PART V, QUESTION 4 | ReturnReference |
| Explanation | THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDE: 1) CAPITAL EXPANSION AND IMPROVEMENT 2) ADVANCEMENT OF MEDICAL EDUCATION AND RESEARCH AND HEALTH CARE SERVICES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | gala | NameOfEvent1 |
| Gross Receipts Event1 | 676375 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 591390 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 84985 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 542008 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Cook 4 A Cure | NameOfEvent2 |
| Gross Receipts Event2 | 78483 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 52835 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 25648 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 55979 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 754858 | GrossReceiptsTotal |
| Charitable Contributions Total | 644225 | CharitableContributionsTotal |
| Gross Revenue Total Events | 110633 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 597987 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 597987 | DirectExpenseSummaryEvents |
| Net Income Summary | -487354 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ANNUAL GALA (SPECIAL EVENT) | Identifier |
| Return Reference | SCHEDULE G, PART II, Column A | ReturnReference |
| Explanation | THIS EVENT, HELD ANNUALLY, IS THE PREMIER FUNDRAISER FOR THE ORGANIZATION. VOLUNTEERS SOLICIT PATRONS AND ATTENDEES IN ADVANCE OF THE EVENT ON BEHALF OF THE ORGANIZATION AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT INCLUDING DINNER. ATTENDEES RECEIVE A DINNER IN EXCHANGE FOR THEIR CONTRIBUTION. THE ORGANIZATION PROVIDES EACH DONOR WITH APPROPRIATE INFORMATION RELATED TO THE VALUE OF THE GOODS AND SERVICES RECEIVED TO ENABLE PROPER COMPUTATION OF THE AMOUNT DEDUCTIBLE BY THE DONOR/SPONSOR. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Rochester General Hospital | |||||||
| 1425 Portland Avenue | Rochester | NY | 14621 | 160743134 | 501(C)(3) | 5600250 | PROJECT FUNDING |
| Independent Living for Seniors | |||||||
| 2066 Hudson Avenue | Rochester | NY | 14617 | 161491059 | 501(C)(3) | 15650 | PROJECT FUNDING |
| Rochester Mental Health Center | |||||||
| 490 East Ridge Road | Rochester | NY | 14617 | 166069131 | 501(c)(3) | 8328 | Project Funding |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, PART I, LINE 2 | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | Check requests and purchase orders are reviewed for appropriate authorization and use of funds prior to issuance of payment. SCHEDULE I, PART II ALL CONTRIBUTIONS ARE GIVEN SOLELY TO RELATED EXEMPT ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN CASEY MD | |||||||||||||
| 0 | 179244 | 0 | 101117 | 0 | 14000 | 0 | 54213 | 0 | 6748 | 0 | 355322 | 0 | 0 |
| RICHARD CONSTANTINO MD | |||||||||||||
| 0 | 105799 | 0 | 40156 | 0 | 0 | 0 | 44904 | 0 | 7787 | 0 | 198646 | 0 | 0 |
| STEPHEN ETTINGHAUSEN MD | |||||||||||||
| 0 | 371458 | 0 | 0 | 0 | 22000 | 0 | 32456 | 0 | 9453 | 0 | 435367 | 0 | 0 |
| PETER KOUIDES MD | |||||||||||||
| 0 | 207426 | 0 | 164214 | 0 | 16504 | 0 | 42089 | 0 | 10070 | 0 | 440303 | 0 | 0 |
| RALPH PENNINO MD | |||||||||||||
| 0 | 455664 | 0 | 0 | 0 | 0 | 0 | 65168 | 0 | 5894 | 0 | 526726 | 0 | 0 |
| PATRICK RIGGS MD | |||||||||||||
| 0 | 489162 | 0 | 0 | 0 | 0 | 0 | 75841 | 0 | 15947 | 0 | 580950 | 0 | 0 |
| EDWARD TANNER MD | |||||||||||||
| 0 | 256431 | 0 | 20000 | 0 | 0 | 0 | 89313 | 0 | 3769 | 0 | 369513 | 0 | 0 |
| JOSEPH VASILE MD | |||||||||||||
| 0 | 287323 | 0 | 62616 | 0 | 16500 | 0 | 89313 | 0 | 9462 | 0 | 465214 | 0 | 0 |
| James P Digan | |||||||||||||
| 282320 | 0 | 185405 | 0 | 22484 | 0 | 189440 | 0 | 1593 | 0 | 681242 | 0 | 0 | 0 |
| MARK CLEMENT | |||||||||||||
| 0 | 679982 | 0 | 599404 | 0 | 52100 | 0 | 784797 | 0 | 4749 | 0 | 2121032 | 0 | 278104 |
| ROBERT NESSELBUSH | |||||||||||||
| 0 | 358758 | 0 | 248255 | 0 | 39362 | 0 | 248120 | 0 | 7451 | 0 | 901946 | 0 | 74255 |
| Mike Pichichero MD | |||||||||||||
| 0 | 287496 | 0 | 542967 | 0 | 7374 | 0 | 41073 | 0 | 5149 | 0 | 884059 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1 | ReturnReference |
| Explanation | AS PART OF HIS COMPENSATION PACKAGE, ONE OF THE OFFICERS OF THE FOUNDATION IS ENTITLED TO A HOUSING ALLOWANCE. THIS BENEFIT HAS BEEN INCLUDED IN THE EMPLOYEE'S FORM W-2 AS TAXABLE COMPENSATION AS REQUIRED. CHARTER TRAVEL AND HEALTH & SOCIAL CLUB BENEFITS AS PART OF THEIR COMPENSATION PACKAGE, THE OFFICERS LISTED ON 990, PART VII ARE ELIGIBLE TO UTILIZE SPECIFIC CHARTER TRAVEL ARRANGEMENTS TO CONDUCT BUSINESS OF THE ORGANIZATION. THIS BENEFIT IS UTILIZED TO MAKE THE BEST USE OF THE EXECUTIVE'S TIME WHEN THERE ARE TIME CONSTRAINTS AND/OR LIMITED AVAILABILITY OF NON-STOP FLIGHTS. ALSO, THE FOUNDATION PAYS DUES TO THE GENESEE VALLEY CLUB FOR JAMES DIGAN FOR BUSINESS PURPOSES INCLUDING FOR MEETINGS AND LUNCHEONS RELATED TO FUNDRAISING. THESE BENEFITS HAVE BEEN INCLUDED IN THE EMPLOYEES' FORM W-2 AS TAXABLE COMPENSATION AS REQUIRED. SCHEDULE J, PART I, LINE 3 - PROCESS TO ESTABLISH CEO COMPENSATION THE FILING ORGANIZATION'S RELATED NON-PROFIT ORGANIZATION, ROCHESTER GENERAL HOSPITAL, UTILIZED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SCHEDULE J, PART I, LINE 4B - NON-QUALIFIED RETIREMENT PLAN RGHS MAINTAINS A SECTION 457(F) PLAN WHICH WOULD BE CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. DURING 2011, NO DISTRIBUTIONS WERE PAID OUT. HOWEVER, THE FOLLOWING OFFICERS AND DIRECTORS LISTED ON FORM 990, PART VII, SECTION A WOULD BE ELIGIBLE PARTICIPANTS IN THE PLAN SINCE THEY WOULD BE ENTITLED TO A DISTRIBUTION UPON SEPARATION FROM SERVICE: Ralph Pennino, MD Robert Nesselbush Edward Tanner | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 12600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comp prop | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4787 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comp prop | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comp prop | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 25000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comp prop | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Disposable Cameras/Kodak Easy Share | 1431 | 7800 | sale of comp prop |
| X | AV Services | 0 | 10000 | sale of comp prop |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CLASSES OF MEMBERS AND MEMBERSHIP RIGHTS | FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP (NOT A STOCK) CORPORATION UNDER NEW YORK STATE LAW. THE ORGANIZATION'S SOLE CORPORATE MEMBER IS ROCHESTER GENERAL HEALTH SYSTEM (RGHS), A RELATED NOT-FOR-PROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7a IN ACCORDANCE WITH THE TERMS AND REQUIREMENTS OF ITS GOVERNING DOCUMENTS (I.E. BYLAWS), THE ORGANIZATION'S DIRECTORS ARE DIVIDED INTO THREE CLASSES, AND THE CLASSES SERVE FOR STAGGERED THREE-YEAR TERMS. AT EACH ANNUAL MEETING, DIRECTORS IN A CLASS ARE ELECTED BY A MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE. DIRECTORS ARE ELECTED FROM AMONG NOMINEES CHOSEN BY THE GOVERNANCE AND NOMINATING COMMITTEE OF THE FILING ORGANIZATION'S SOLE CORPORATE MEMBER, ROCHESTER GENERAL HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7b RGHS, AS THE SOLE CORPORATE MEMBER, ALSO HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY INCLUDING THE AMENDMENT OF BYLAWS AND CHARTERS, REMOVAL OF MEMBERS OF THE GOVERNING BODY, AND THE DECISION TO DISSOLVE THE ORGANIZATION. |
| REVIEW PROCESS FOR THE FORM 990 | FORM 990, PART VI, SECTION B, QUESTION 11B | THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS OF ROCHESTER GENERAL HEALTH SYSTEMS, A RELATED NOT FOR PROFIT ORGANIZATION AND THE PARENT OF THE FILING ORGANIZATION,IN CONSULTATION WITH THE ORGANIZATION'S TAX ADVISORS, ERNST & YOUNG. THIS FINANCIAL REVIEW IS BASED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT INFORMATION FOR THE APPROPRIATE TIME PERIOD. |
| Conflict of Interest Policy | FORM 990, PART VI, SECTION B, QUESTION 12C | UPON EMPLOYMENT, ALL EMPLOYEES RECEIVE THE ETHICAL STANDARD OF CONDUCT BOOKLET FOR WHICH THEY SIGN A RECEIPT OF ACKNOWLEDGEMENT. CONFLICT OF INTEREST IS DEFINED, AS IS MANAGEMENT OF A CONFLICT OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE AND SEEK RESOLUTION TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BEFORE TAKING A POTENTIALLY IMPROPER ACTION AND THEREAFTER, ANNUALLY, EACH KEY EMPLOYEE AND OFFICER OF THE ORGANIZATION IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING MANAGEMENT WITH SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THAT MANAGEMENT CAN (1) DETERMINE WHETHER ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, AND (2) MONITOR WORK ASSIGNMENTS TO AVOID PLACING THE KEY EMPLOYEE OR OFFICER IN A POSITION WHERE THERE MAY BE A QUESTION AS TO HIS/HER OBJECTIVITY AS WELL AS TO AVOID ANY APPEARANCE OF IMPROPRIETY. THROUGHOUT THE YEAR, KEY EMPLOYEES AND OFFICERS OF THE ORGANIZATION ARE ALSO REQUIRED TO NOTIFY MANAGEMENT PROMPTLY IF ANY CHANGE TO THEIR DISCLOSURES OCCURS. IN ADDITION, EACH MEMBER OF THE BOARD OF DIRECTORS MUST ALSO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, WHICH MUST BE SUBMITTED TO THE GENERAL COUNSEL. BOARD MEMBERS LEAVE THE ROOM DURING DISCUSSIONS AND ABSTAIN FROM VOTING WHEN THEY HAVE A CONFLICT OF INTEREST. |
| Compensation Approval Process | FORM 990, PART VI, LINE 15B | THE SENIOR VICE PRESIDENT OF DEVELOPMENT'S COMPENSATION ARRANGEMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF ROCHESTER GENERAL HOSPITAL, A RELATED NOT-FOR-PROFIT ORGANIZATION. INFORMATION REVIEWED FOR THE OFFICER INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX EXEMPT ORGANIZATIONS IN THE WESTERN NY COMMUNITY AS WELL AS COMPENSATION FOR THESE POSITIONS (AS DISCLOSED ON FORM 990) WITH OTHER ORGANIZATIONS IN THE HEALTH CARE INDUSTRY THAT ARE OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE COMPENSATION COMMITTEE IS DOCUMENTED. |
| Access to Organizational Documents | FORM 990, PART VI, SECTION C, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS ADMINISTRATIVE OFFICES AT 100 KINGS HIGHWAY SOUTH, ROCHESTER, NY 14617. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. |
| AVERAGE HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII, SECTION A, COLUMN B | RICHARD CONSTANTINO: 39 hrs/wk Rochester General Hospital RALPH PENNINO: 39 hrs/wk Rochester General Hospital MARK CLEMENT: 40 hrs/wk Rochester General Hospital 5 hrs/wk Newark-Wayne Community Hospital 1 hr/wk Rochester General Hudson Housing 2 hrs/wk Independent Living for Seniors 2 hrs/wk Rochester General Long Term Care 1 hr/wk GRHS Foundation 1 hr/wk Rochester General Health System 1 hr/wk Rochester Mental Health Center 1 hr/wk Newark-Wayne Community Hospital Foundation ROBERT NESSELBUSH: 39 hrs/wk Rochester General Hospital 5 hrs/wk Newark-Wayne Community Hospital 2 hrS/wk Independent Living for Seniors 1 hr/wk GRHS Foundation 1 hr/wk Workers' Comp Trust 2 HRS/WK Rochester General Long Term Care 1 hr/wk Rochester General Hudson Housing 1 hr/wk Newark-Wayne Community Hospital Foundation 1 hr/wk Rochester General Health System 1 hr/wk Rochester Mental Health Center JAMES DIGAN: 20 HRS/WK NEWARK WAYNE COMMUNITY HOSPITAL FOUNDATION KEVIN CASEY: 39 HRS/WK ROCHESTER GENERAL HOSPITAL STEPHEN ETTINGHAUSEN: 39 HRS/WK ROCHESTER GENERAL HOSPITAL PETER KOUIDES: 39 HRS/WK ROCHESTER GENERAL HOSPITAL PATRICK RIGGS: 39 HRS/WK ROCHESTER GENERAL HOSPITAL EDWARD TANNER: 39 HRS/WK ROCHESTER GENERAL HOSPITAL JOSEPH VASILE 19.5 HRS/WK ROCHESTER GENERAL HOSPITAL 19.5 HRS/WK ROCHESTER MENTAL HEALTH CENTER MIKE PICHICHERO 39 HRS/WK ROCHESTER GENERAL HOSPITAL |
| Other Changes in Net Assets | FORM 990, PART XI, LINE 5 | UNREALIZED LOSS: $(2,394,473) CHANGE IN VALUE OF GIFT ANNUITY: $(54,744) ---------- $(2,449,217) |
| FORM 5471 FILED ON BEHALF OF STATEMENT | STATEMENT PURSUANT TO TREAS. REG. SEC. 1.6038-2(j)(3) | The following information is submitted with respect to Rochester General Hospital Foundation, Inc.'s Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations) filing requirement for the entity below: Name of Foreign Corporation: Greater Rochester Assurance Company, Ltd. Beginning Tax Year of Foreign Corporation: January 1, 2011 Ending Tax Year of Foreign Corporation: December 31, 2011 The Form 5471 filing requirement for this foreign corporation for Categories 4 and 5 have been satisfied by inclusion in the following U.S. Filer's tax return: Name of U.S. Filer: Rochester General Health Systems Address of U.S. Filer: 100 Kings Highway South Rochester, NY 14617 EIN or SSN: 22-2551509 Ending Tax Year of U.S. Filer: December 31, 2011 Type of Return Filed: 990-T IRS Service Center Where Return Filed: Ogden, Utah 84201-0027 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rochester General Health System | ||||||||||
| 100 Kings Highway SOUTH | Rochester | NY | 14617 | 222551509 | SYSTEM PARENT | NY | 501(c)(3) | 11, TYPE II | na | false |
| Continuing Care Network Inc (CCN) | ||||||||||
| 100 Kings Highway South | Rochester | NY | 14617 | 222963016 | SUPPORT RGH | NY | 501(c)(3) | 11, TYPE II | RGHS | false |
| Rochester General Hudson Housing | ||||||||||
| 2066 Hudson Avenue | Rochester | NY | 14617 | 223210351 | LOW INC HSING | NY | 501(c)(3) | 9 | RGHS | false |
| Independent Living for Seniors | ||||||||||
| 2066 Hudson Avenue | Rochester | NY | 14617 | 161491059 | ADLT DAY CARE | NY | 501(c)(3) | 9 | RGHS | false |
| Western NY Medical Practice PC | ||||||||||
| 1425 Portland Avenue | Rochester | NY | 14621 | 611654232 | Phys Prac | NY | 501(c)(3) | 3 | RGHS | false |
| Newark-Wayne Community Hospital | ||||||||||
| 1200 Driving Park Avenue | Newark | NY | 14513 | 150584188 | Hospital | NY | 501(c)(3) | 3 | RGHS | false |
| The Rochester General Hospital | ||||||||||
| 1425 Portland Ave | Rochester | NY | 14621 | 160743134 | Hospital | NY | 501(c)(3) | 3 | RGHS | false |
| Rochester General Long Term Care | ||||||||||
| 1550 Empire Boulevard | Webster | NY | 14580 | 223187140 | NH & Rehab | NY | 501(c)(3) | 9 | RGHS | false |
| Rochester Mental Health Center | ||||||||||
| 490 East Ridge Road | Rochester | NY | 14621 | 166069131 | MENTAL HEALTH | NY | 501(c)(3) | 9 | RGHS | false |
| GRHS Foundation | ||||||||||
| 100 Kings Highway South | Rochester | NY | 14617 | 222963015 | R/E INV MGMT | NY | 501(c)(3) | 11, TYPE II | RGHS | false |
| RGHS WORKERS COMPENSATION TRUST | ||||||||||
| 1425 Portland Avenue | Rochester | NY | 14621 | 169429300 | SEE PART VII | NY | 501(c)(3) | 11, TYPE II | RGHS | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Rochester Assurance Company LTD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Insurance | PrimaryActivity |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| 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 | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | 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 | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | 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 | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Rochester General Hospital | ||
| B | 3833795 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| E | 4433704 | FMV |
| ROCHESTER GENERAL HOSPITAL | ||
| O | 1766455 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED TAX-EXEMPT ORGANIZATION - PRIMARY ACTIVITY | Identifier |
| Return Reference | SCHEDULE R, PART II, COLUMN B | ReturnReference |
| Explanation | RGHS WORKERS COMPENSATION TRUST SUPPORTS ROCHESTER GENERAL HOSPITAL, NEWARK-WAYNE COMMUNITY HOSPITAL, INDEPENDENT LIVING FOR SENIORS, ROCHESTER GENERAL LONG TERM CARE AND ROCHESTER GENERAL HEALTH SYSTEMS. | Explanation |
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