2011-11-09T11:18:08-06:00 2010-12-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2010-01-01 133020568 ORANGE REGIONAL MEDICAL CENTER FOUNDATION ORAN 8453332333 707 EAST MAIN STREET MIDDLETOWN NY 10940 Christine Palmer Maraia 8453332333 2011-11-07 true KPMG LLP 2127589700 2010 2016-02-24 21:20:13Z X CHRISTINE PALMER MARAIA 707 EAST MAIN STREET MIDDLETOWN NY 10940 3728281 false X N/A X 1979 NY THE MISSION OF ORANGE REGIONAL MEDICAL CENTER FOUNDATION IS TO RAISE FUNDS AND AWARENESS THROUGH PHILANTHROPIC SUPPORT FROM THE COMMUNITY FOR THE BENEFIT OF ORANGE REGIONAL MEDICAL CENTER. 26 23 0 27 0 0 1799859 3182252 0 0 63829 67916 -1653 -47204 1862035 3202964 2396409 2685814 0 0 446961 438018 8293 0 131375 420452 241233 3272115 3365065 -1410080 -162101 6876893 6833888 3187 3797 6873706 6830091 VISION: TO ENHANCE AND SUSTAIN ORANGE REGIONAL MEDICAL CENTER'S CAPABILITY TO MEET THE HEALTHCARE NEEDS OF OUR COMMUNITY BY RESPONDING TO THE DEMANDS OF GROWTH AND TECHNOLOGY THROUGH PHILANTHROPY. AS THE FUNDRAISING ARM OF ORANGE REGIONAL MEDICAL CENTER, THE FOUNDATION IS RESPONSIBLE FOR DEVELOPING A COMPREHENSIVE PROGRAM TO GARNER PHILANTHROPIC SUPPORT, INCLUDING ANNUAL GIVING, PLANNED GIVING AND CAPITAL CAMPAIGNS AS NEEDED. THE FOUNDATION IS A SEPARATE CHARITABLE 501(C)(3) ORGANIZATION THAT IS LED BY A VOLUNTEER BOARD OF TRUSTEES. MISSION: THE MISSION OF ORANGE REGIONAL MEDICAL CENTER FOUNDATION IS TO RAISE FUNDS AND AWARENESS THROUGH PHILANTHROPIC SUPPORT FROM THE COMMUNITY FOR THE BENEFIT OF ORANGE REGIONAL MEDICAL CENTER. false false 2681814 2681814 SUPPORTING THE MEDICAL, CHARITABLE, SCIENTIFIC, RESEARCH, EDUCATIONAL, AND HEALTH-RELATED PURPOSES, OPERATIONS, AND ACTIVITIES OF ORANGE REGIONAL MEDICAL CENTER. 4000 4000 Scholarships for students pursuing careers in healthcare. 2685814 true true false false false false false false true false false false false false false true false false false false false false false true false false true false true false false false false false false false false false false false false false true false false false false false 0 0 true 0 false false false false false true true false false false false X 26 23 false false false false false false false true true false false true true true true true true false false false NY X CHRISTINE PALMER MARAIA 8453332333 707 EAST MAIN STREET MIDDLETOWN NY 10940 X SAL N BELFIGLIO 2.0 X 0 0 0 HENRY N CHRISTENSEN JR ESQ 1.0 X 0 0 0 PATRICIA B DEHAAN P 3.0 X 0 0 0 MAUREEN DESTEFANO 2.0 X 0 0 0 DAVID DINESS 4.0 X 0 0 0 LINDA DLUGATZ 4.0 X 0 0 0 DEBRA BOGDANSKI 2.0 X 0 0 0 PAUL B HALPERN 5.0 X 0 0 0 CAROL HOLBERT 3.0 X 0 0 THOMAS E HUGHES 2.0 X 0 0 0 SANDRA IBERGER 3.0 X 0 272428 49935 RICHARD F LIBERTH 4.0 X 0 0 0 CYNTHIA A LOWE 2.0 X 0 0 0 LARRY E MCDOWELL 2.0 X 0 0 0 JAMES OXLEY MD 3.0 X 0 364958 54787 ROLLAND B PEACOCK III 4.0 X 0 0 0 WILLIAM C QUACKENBUSH 3.0 X 0 0 0 RITA RICH ESQ 2.0 X 0 0 0 FRANK GIORDANO III 2.0 X 0 0 0 JONATHAN ROUIS CPA 4.0 X 0 0 0 ELIZABETH ROWLEY 2.0 X 0 0 0 LOUIS HEIMBACH 1.0 X 0 0 0 TERRY R SATURNO 2.0 X 0 0 0 HANNAH SCHINDLER 1.0 X 0 0 0 MARGARET R SMITH 2.0 X 0 0 0 JOYCE STOEBERL 2.0 X 0 0 0 SCOTT BATULIS 5.0 X 0 773559 151202 HOWARD PROTTER ESQ 2.0 X 0 0 0 CHRISTINE PALMER MARAIA 39.0 X 190975 0 20558 190975 1410945 276482 1 false true false 0 315404 666170 2200678 3182252 0 55661 55661 0 0 453788 441533 12255 12255 12255 36580 315404 83784 -47204 -47204 0 0 0 3202964 0 20712 2681814 2681814 4000 4000 0 0 211533 211533 0 226485 226485 0 0 0 0 0 20400 20400 0 0 12981 12981 160806 29913 130893 0 3598 3598 5023 5023 0 22632 22632 2907 2425 482 0 0 0 0 0 0 OUTSIDE TRAINING 229 229 TELEPHONE 3237 3237 DUES 935 935 FOOD 8485 8485 3365065 2685814 547876 131375 985965 1371080 4210467 4041115 1298329 1418701 382132 2992 6876893 6833888 3187 3797 3187 3797 X 136830 149063 6695521 6639673 41355 41355 6873706 6830091 6876893 6833888 X -162101 118486 X false true true X false X X X false false false ORANGE REGIONAL MEDICAL CENTER 141364536 03 true true true 2681814 1 2681814 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6873706 3182252 186402 2685814 726455 6830091 7638338 2047824 278770 2396409 694817 6873706 13857097 4768899 -388475 9901122 698061 7638338 0.02182 0.97212 0.00605 3202964 3365065 -162101 118486 118486 -43615 3355673 118486 47204 165690 3189983 12981 12981 3202964 3399288 47204 47204 3352084 12981 12981 3365065 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 DONOR DESIGNATED DONATIONS: The Foundation's fiduciary responsibility is to ensure that the Donor Designated Funds are released in accordance with the donor's intention. The Foundation has an account that holds these funds until they are released from restriction. Each year the Foundation President receives a list of the Capital Budget requests for the coming year. The list is reviewed to see if there are programs or equipment that may be considered to meet the criteria of the donor's intentions. In addition, recommendations are solicited from the Foundation Board and Resource Allocation Committee. Throughout the year, in addition to the annual capital review, the hospital identifies expenses and programs that may be eligible for these temporarily restricted funds and processes a request through a Donor Designate Fund Form (DDFF) that is submitted to the Foundation president for approval. Any request over $10,000 needs to be approved by the Foundation president and two officers. Requests under $10,000 need the Foundation President's signature only. The approved DDFF is then presented to the CEO of Orange Regional Medical center for approval and signature on the form. Once the approvals are obtained the request is sent to either the Purchasing Dept. (for a Purchase Order) or the Accounts Payable Dept. (check request) for processing. When the item is received and paid for by the hospital, then the net Assets are released from restriction and the hospital is reimbursed for the dollars approved on the DDFF. RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 2D DIRECT EXPENSES FROM SPECIAL EVENT..........................(47,204) ======== TOTAL LINE 2D...............................................$(47,204) RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D DIRECT EXPENSES FROM SPECIAL EVENT..........................(47,204) ======== TOTAL LINE 2D...............................................$(47,204) GOLF 240661 204081 36580 1584 3969 24460 53771 CENTURY CLUB 111323 111323 0 351984 315404 36580 1584 3969 24460 53771 83784 -47204 true Orange Regional Medical Center 60 prospect avenue middletown NY 10924 141364536 501(c)(3) 2681814 none none support for hospital activities 1 MONITORING PROCESS SCHEDULE I, PART I, LINE 2 THE ORMC FOUNDATION HAS A RESOURCE ALLOCATION COMMITTEE WHICH MONITORS THE PROCESS AND THE DISTRIBUTION OF GRANT FUNDS IN THE UNITED STATES. false true false false false false false true false CHRISTINE PALMER MARAIA 160482 0 19761 0 10732 0 20187 0 371 0 211533 0 0 0 SANDRA IBERGER 0 227373 0 28322 0 16733 0 28897 0 21038 0 322363 0 0 JAMES OXLEY MD 0 303494 0 37329 0 24135 0 39535 0 15252 0 419745 0 0 SCOTT BATULIS 0 620260 0 130074 0 23225 0 131364 0 19838 0 924761 0 0 PART VII AND SCHEDULE J, PART II CHRISTINE MARAIA'S REPORTABLE AND OTHER COMPENSATION FOR SERVICES PROVIDED TO THE FOUNDATION ARE PAID THROUGH THE PAYROLL SYSTEM OF ORANGE REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 7 DURING THE TAX YEAR THE ORGANIZATION'S OFFICERS AND EMPLOYEES RECEIVED BONUSES PAID THROUGH THE PAYROLL SYSTEM OF ORANGE REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION. BOARD REVIEW OF FORM 990 Form 990, Part VI, Section B, Line 11b THE FORM 990 IS DRAFTED BY THE FINANCE DEPARTMENT OF ORANGE REGIONAL MEDICAL CENTER AND REVIEWED BY THE PRESIDENT AND TREASURER OF ORANGE REGIONAL MEDICAL CENTER FOUNDATION. THE DRAFT FORM 990 AND WORKPAPER SUPPORT IS PROVIDED TO THE FOUNDATION'S TAX PREPARER TO PREPARE A FINAL VERSION OF THE FORM 990. THE FINAL VERSION OF THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION'S EXECUTIVE COMMITTEE, ALL VOTING MEMBERS OF THE GOVERNING BOARD OF TRUSTEES AND THE ORANGE REGIONAL MEDICAL CENTER CORPORATE COMPLIANCE OFFICER, FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. CONFLICT OF INTEREST POLICY Form 990, Part VI, Section b, Line 12c THE FOUNDATION WORKS CLOSELY WITH THE COMPLIANCE OFFICER OF ORANGE REGIONAL MEDICAL CENTER. AN ANNUAL REVIEW OF ORMC'S PROCEDURES AND DOCUMENTATION REGARDING THE CONFLICT OF INTEREST POLICY IS PERFORMED AND A RENEWAL FORM IS REQUIRED. IN ADDITION, ALL NEW TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM UPON BECOMING A MEMBER OF THE FOUNDATION BOARD. COMPENSATION REVIEW PROCESS Form 990, Part VI, Section b, Line 15a and 15b ACCORDING TO THE BYLAWS TRUSTEES ARE NOT COMPENSATED. COMPENSATION FOR THE PRESIDENT IS REMUNERATED THROUGH ORANGE REGIONAL MEDICAL CENTER, A RELATED PARTY. THE COMPENSATION IS DERIVED IN ACCORDANCE WITH THE HUMAN RESOURCE POLICY AND PROCEDURE AS ADOPTED BY ORMC'S GOVERNING BOARD WHICH IS AS FOLLOWS: IN DETERMINING COMPENSATION FOR OFFICERS, ORMC UTILIZES ONE OR MORE OF THE FOLLOWING - A COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD, AN INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION SURVEYS OR STUDIES. THESE SURVEYS INCLUDE HEALTHCARE PROVIDERS WITH COMPARABLE NET REVENUE AND IN COMPARABLE GEOGRAPHIC REGIONS. FOLLOWING THE RECOMMENDATIONS OF THE BOARD OF DIRECTORS, ORMC LOOKS TO HIRE AT APPROXIMATELY THE 50TH PERCENTILE OF THE MARKET. THIS IS DETERMINED BY USING THE PREVIOUSLY MENTIONED DATA RESOURCES. A FULL REVIEW OF EXECUTIVE TEAM SALARIES WAS PERFORMED IN 2008 BASED ON THESE PARAMETERS. PUBLIC DISCLOSURE OF GOVERNING DOCUMENTS Form 990, Part VI, Section C, Line 19 ORMC FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LILNE 5 UNREALIZED GAIN ON INVESTMENTS...................$118,486 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SAL N. BELFIGLIO TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HENRY N. CHRISTENSEN JR., ESQ. TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA B. DEHAAN P TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MAUREEN DESTEFANO TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID DINESS TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LINDA DLUGATZ TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DEBRA BOGDANSKI TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PAUL B. HALPERN TITLE:VICE CHAIRMAN HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL HOLBERT TITLE:BOARD MEMBER-AT-LARGE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS E. HUGHES TITLE:Secretary HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SANDRA IBERGER TITLE:BOARD MEMBER HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD F. LIBERTH TITLE:BOARD member-at-large HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CYNTHIA A. LOWE TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LARRY E. MCDOWELL TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES OXLEY, MD TITLE:BOARD MEMBER HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROLLAND B. PEACOCK III TITLE:CHAIRMAN HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM C. QUACKENBUSH TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RITA RICH, ESQ. TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK GIORDANO III TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JONATHAN ROUIS, CPA TITLE:TREASURER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELIZABETH ROWLEY TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LOUIS HEIMBACH TITLE:BOARD MEMBER HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRY R. SATURNO TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HANNAH SCHINDLER TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET R. SMITH TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOYCE STOEBERL TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SCOTT BATULIS TITLE:NON-VOTING BOARD MEMBER HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HOWARD PROTTER, ESQ. TITLE:BOARD MEMBER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTINE PALMER MARAIA TITLE:FOUNDATION PRESIDENT HOURS:1 ORANGE REGIONAL MEDICAL CENTER 60 PROSPECT AVENUE MIDDLETOWN NY 10940 141364536 HOSPITAL NY 501(c)(3) 3 GHVHS false true true false false false false false false false false false false true true true false false RELATED ORGANIZATIONS ORMC Foundation is organized and operated to support the exempt missions and programs of Orange Regional Medical Center whose sole member is Greater Hudson Valley Health System, a tax exempt organization. ORMC Foundation is an independent organization that is not controlled as a result of common hospital membership, Board overlap, or shared management.