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Nonprofiteer
← THE MEDICAL CENTER AUXILIARY

Form 990 for tax year 2022

Filed by THE MEDICAL CENTER AUXILIARY.

Totals

Total revenue
$265,169
Total expenses
$178,789
Contributions and grants received
$1,322
Grants paid
$56,020
Program service revenue
$0
Investment income
$1
Other revenue
$263,846
Total assets, end of year
$283,021
Total liabilities, end of year
$33,232
Net assets or fund balances, end of year
$249,789
Program services expenses (Part IX)
$134,287
Management and general expenses
$42,876
Fundraising expenses
$1,626
Program service expenses (Part III)
$134,287

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,322

  • 3 · Investment income

    total $1 · excluded $1

  • 10a · Gross sales of inventory

    $523,545

  • 10b · Cost of goods sold

    $259,699

  • 10c · Net income from sales of inventory

    total $263,846 · related or exempt $263,846

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,020 · program services $56,020

  • 11a · Fees: management

    total $95,281 · program services $52,405 · management and general $42,876

  • 20 · Interest

    total $4,061 · program services $4,061

  • 22 · Depreciation, depletion and amortization

    total $2,344 · program services $2,344

  • 24a · Other expenses: PAPER SUPPLIES

    total $19,265 · program services $19,265

  • 24b · Other expenses: AUXILIARY EXPENSES

    total $1,626 · fundraising $1,626

  • 24c · Other expenses: OFFICE SUPPLIES

    total $192 · program services $192

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $137,939 · end of year $169,340

  • 4 · Accounts receivable

    beginning of year $22,016 · end of year $27,133

  • 8 · Inventories for sale or use

    beginning of year $15,419 · end of year $15,419

  • 10a · Land, buildings and equipment: cost or other basis

    $52,127

  • 10b · Land, buildings and equipment: accumulated depreciation

    $38,654

  • 10c · Land, buildings and equipment, net

    beginning of year $15,817 · end of year $13,473

  • 15 · Other assets

    beginning of year $0 · end of year $57,656

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,782 · end of year $33,232

  • 27 · Net assets without donor restrictions

    beginning of year $162,251 · end of year $248,631

  • 28 · Net assets with donor restrictions

    beginning of year $1,158 · end of year $1,158

Mission and programs · 2022

Mission

TO PROMOTE VOLUNTEER SERVICES AT HERITAGE VALLEY BEAVER, A DIVISION OF VALLEY MEDICAL FACILITIES, INC. AND TO RAISE FUNDS FOR THIS SAME ORGANIZATION.

  • HERITAGE VALLEY BEAVER AUXILIARY OPERATES A GIFT AND COFFEE SHOP AT HERITAGE VALLEY BEAVER, A DIVISION OF VALLEY MEDICAL FACILITIES, INC. WHICH SERVES PRIMARILY HOSPITAL EMPLOYEES & PATIENTS. YEARLY PROFITS FROM OPERATIONS ARE DONATED TO THE FUNDRAISING ARM OF THE HOSPITAL, HERITAGE VALLEY HEALTH SYSTEM FOUNDATION FOR CAPITAL PROJECTS AT HERITAGE VALLEY BEAVER. THE AUXILIARY VOLUNTEERED 5,462 HOURS THIS YEAR. FOR FISCAL YEAR 2023, $56,020 WAS DONATED TO HERITAGE VALLEY HEALTH SYSTEM FOUNDATION.

    Expenses $134,287 · Grants $56,020

As filed on the 2022 return.

Listed in Part VII

  • Patricia Kisio

    PRESIDENT

    Total calculated
    $0
    Hours/week
    14 + 0.5 related

  • Dawn Singleton

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Marlene Aikens

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Debi Breit-Adams

    CORRESPONDING SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Judy Barbaro

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Barb Fink

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Shirley Flick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Florence Karkoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Trudy Forsythe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • Joele Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Janet Benedict

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Joanne Bish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Mary Ann Bolland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Andrea Borghi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Valerie Borsje

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Janice Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ruth Anne Hoschar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Mary Massironi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Susan O'Dell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Sally Rosepink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Shirley Rynd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Norman F Mitry

    PRESIDENT & CEO

    Total calculated
    $803,422
    From this org
    $0
    From related orgs
    $760,654
    Other
    $42,768
    Hours/week
    2 + 64.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $744,104 related
    Bonus
    $0
    Other
    $0 + $16,550 related
    Deferred
    $0 + $25,980 related
    Nontaxable benefits
    $0 + $16,788 related
    Filer's total
    $0 + $803,422 related

  • Garrett Richardson

    ASSOCIATE VP, FINANCE

    Total calculated
    $234,870
    From this org
    $0
    From related orgs
    $222,290
    Other
    $12,580
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,240 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $5,050 related
    Deferred
    $0 + $11,867 related
    Nontaxable benefits
    $0 + $713 related
    Filer's total
    $0 + $234,870 related

  • Robert Rosenberger

    FORMER CFO

    Total calculated
    $508,369
    From this org
    $0
    From related orgs
    $502,040
    Other
    $6,329
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $287,831 related
    Bonus
    $0
    Other
    $0 + $214,209 related
    Deferred
    $0 + $5,757 related
    Nontaxable benefits
    $0 + $572 related
    Filer's total
    $0 + $508,369 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS ARE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES ARE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO.
PART I, LINE 4A
ROBERT ROSENBERGER, FORMER CFO - $179,808

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CONSOLIDATED SUPPLY CHAIN SERVICES LLC

    RELATED · GROUP PURCHASING · PA

    Directly controlled by HERITAGE VALLEY HEALTH SYSTEM

  • EDGEWORTH COMMONS GROUP LLC

    RELATED · SURGERY CENTER · PA

    Directly controlled by HERITAGE VALLEY HEALTH SYSTEM

  • BEAVER VALLEY AMBULATORY SURGERY CENTER LLC

    RELATED · SURGERY CENTER · PA

    Directly controlled by HERITAGE VALLEY HEALTH SYSTEM

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TRI-STATE OBSTETRICS & GYNECOLOGY

    C · PHYSICIAN PRACTICE · PA

  • HERITAGE VALLEY PEDIATRICS INC

    C · PHYSICIAN PRACTICE · PA

  • HERITAGE VALLEY MULTISPECIALTY GROUP INC

    C · PHYSICIAN PRACTICE · PA

  • TRI-STATE GYNECOLOGY INC

    C · PHYSICIAN PRACTICE · PA

  • HERITAGE VALLEY INSURANCE COMPANY

    C · PROFESSIONAL LIABILITY CAPTIVE · CJ

  • EMBROOKE INCORPORATED

    C · AMBULANCE SERVICES · PA

  • KBS ANESTHESIA INC

    C · PROVIDES MEDICAL SERVICES · PA

Provenance

Return type
form_990
Tax year
2022
Filed
25 April 2024
IRS schema version
2022v5.0
Source object
202431359349305933

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