Totals
- Total revenue
- $2,128,334
- Total expenses
- $2,128,334
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,128,334
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $53,669,935
- Total liabilities, end of year
- $50,111,065
- Net assets or fund balances, end of year
- $3,558,870
- Program services expenses (Part IX)
- $2,128,334
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,128,334
Program services were 100.0% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,128,334 · related or exempt $2,128,334 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $557,489 · program services $557,489 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $178,396 · program services $178,396 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $0 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $5,399 · program services $5,399 · management and general $0 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $50,000 · program services $50,000 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $410,680 · program services $410,680 · management and general $0 · fundraising $0
-
13 · Office expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $0 · program services $0 · management and general $0 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $0 · program services $0 · management and general $0 · fundraising $0
-
17 · Travel
total $0 · program services $0 · management and general $0 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $0 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $426,111 · program services $426,111 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $0 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $500,000 · program services $500,000 · management and general $0 · fundraising $0
-
24a · Other expenses: MISCELLANEOUS
total $259 · program services $259 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
26 · Joint costs (an allocation of the lines above)
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $216,344 · end of year $157,686
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $73,000 · end of year $73,000
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $26,568,788 · end of year $53,439,249
-
17 · Accounts payable and accrued expenses
beginning of year $1,213,733 · end of year $1,407,994
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $21,398,673 · end of year $21,194,784
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $686,856 · end of year $27,508,287
-
27 · Net assets without donor restrictions
beginning of year $3,558,870 · end of year $3,558,870
Mission and programs · 2022
Mission
TO PLAN, OPERATE AND MANAGE A NOT-FOR-PROFIT HEALTHCARE SYSTEM WHICH PROVIDES HEALTHCARE SERVICES TO THE HUDSON VALLEY REGION.
Activities or mission (Part I)
THE MISSION OF HEALTHALLIANCE, INC. IS TO BE THE PARENT ORGANIZATION OF NOT-FOR-PROFIT HEALTHCARE SYSTEM THAT PROVIDES THE HIGHEST QUALITY HEALTHCARE SERVICES TO ALL THE COMMUNITIES IT SERVES.
-
MANAGE VARIOUS HEALTHCARE RELATED ENTITIES THAT OPERATE INPATIENT AND OUTPATIENT HEALTHCARE SERVICES IN THE HUDSON VALLEY REGION.
Expenses $2,128,334 · Revenue $2,128,334
As filed on the 2022 return.
Listed in Part VII
-
Gary BrudnickiGARY BRUDNICKI
TRUSTEE/CFO
- Total calculated
- $2,403,663
- From this org
- $0
- From related orgs
- $2,333,526
- Other
- $70,137
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $1,556,526 related
- Bonus
- $0 + $750,000 related
- Other
- $0 + $27,000 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $70,137 related
- Filer's total
- $0 + $2,403,663 related
-
Craig SicklerCRAIG SICKLER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Falak Shah MDFALAK SHAH MD
VP MEDICAL STAFF (EFFECTIVE JANUARY 2022)
- Total calculated
- $706,566
- From this org
- $0
- From related orgs
- $646,158
- Other
- $60,408
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $646,158 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,700 related
- Nontaxable benefits
- $0 + $28,708 related
- Filer's total
- $0 + $706,566 related
-
J Christopher SmailerJ CHRISTOPHER SMAILER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jamal Mahdavian MDJAMAL MAHDAVIAN MD
PRESIDENT MEDICAL STAFF
- Total calculated
- $674,948
- From this org
- $0
- From related orgs
- $630,937
- Other
- $44,011
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $630,937 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,700 related
- Nontaxable benefits
- $0 + $12,311 related
- Filer's total
- $0 + $674,948 related
-
Jerome SimonettyJEROME SIMONETTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
John Bonavita-Goldman MDJOHN BONAVITA-GOLDMAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
John HeimerdingerJOHN HEIMERDINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Joshua RatnerJOSHUA RATNER
TRUSTEE
- Total calculated
- $1,149,196
- From this org
- $0
- From related orgs
- $1,068,839
- Other
- $80,357
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $791,139 related
- Bonus
- $0 + $264,950 related
- Other
- $0 + $12,750 related
- Deferred
- $0 + $42,700 related
- Nontaxable benefits
- $0 + $37,657 related
- Filer's total
- $0 + $1,149,196 related
-
Julie SwitzerJULIE SWITZER
SECRETARY
- Total calculated
- $1,109,894
- From this org
- $0
- From related orgs
- $1,062,607
- Other
- $47,287
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $776,327 related
- Bonus
- $0 + $259,280 related
- Other
- $0 + $27,000 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $47,287 related
- Filer's total
- $0 + $1,109,894 related
-
Michael IsraelMICHAEL ISRAEL
VICE CHAIR
- Total calculated
- $3,463,083
- From this org
- $0
- From related orgs
- $3,405,987
- Other
- $57,096
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $2,013,987 related
- Bonus
- $0 + $1,365,000 related
- Other
- $0 + $27,000 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $57,096 related
- Filer's total
- $0 + $3,463,083 related
-
Richard WishnieRICHARD WISHNIE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Stephanie TurcoSTEPHANIE TURCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Thomas CollinsTHOMAS COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.3 related
-
William Frishman MDWILLIAM FRISHMAN MD
TRUSTEE
- Total calculated
- $39,845
- From this org
- $0
- From related orgs
- $39,845
- Other
- $0
- Hours/week
- 1 + 2 related
-
Michael Doyle MDMICHAEL DOYLE MD
EXECUTIVE DIRECTOR & CMO
- Total calculated
- $627,735
- From this org
- $0
- From related orgs
- $619,034
- Other
- $8,701
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $509,142 related
- Bonus
- $0 + $109,336 related
- Other
- $0 + $556 related
- Deferred
- $0 + $8,115 related
- Nontaxable benefits
- $0 + $586 related
- Filer's total
- $0 + $627,735 related
-
Elissa WaliszewskiELISSA WALISZEWSKI
CHIEF OPERATING OFFICER - NORTHERN REGION
- Total calculated
- $407,370
- From this org
- $0
- From related orgs
- $357,908
- Other
- $49,462
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $357,908 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,500 related
- Nontaxable benefits
- $0 + $28,962 related
- Filer's total
- $0 + $407,370 related
-
Jane UlrichJANE ULRICH
SR. VP OF NURSING
- Total calculated
- $239,777
- From this org
- $0
- From related orgs
- $210,568
- Other
- $29,209
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $209,189 related
- Bonus
- $0
- Other
- $0 + $1,379 related
- Deferred
- $0 + $5,273 related
- Nontaxable benefits
- $0 + $23,936 related
- Filer's total
- $0 + $239,777 related
-
Joseph MarsicoveteJOSEPH MARSICOVETE
FORMER CHIEF OPERATING OFFICER (RESIGNED JUNE 2021)
- Total calculated
- $202,304
- From this org
- $0
- From related orgs
- $202,304
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $202,304 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $202,304 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE ORGANIZATION'S EXECUTIVE DIRECTOR/CMO RECEIVED COMPENSATION FROM A RELATED ORGANIZATION. IN ORDER TO ESTABLISH COMPENSATION PAYMENTS, THE RELATED ORGANIZATION TYPICALLY COMPLETES A COMPENSATION STUDY OR ENGAGES AN INDEPENDENT CONSULTANT. THE RESULTS OF SAID STUDY OR CONSULTANT'S FINDINGS ARE IMPLEMENTED INTO A WRITTEN EMPLOYMENT CONTRACT. ALL ACTIONS ABOVE ARE APPROVED BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE PRIOR TO FINALIZATION.
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Joseph Marsicovete, former Chief Operating Officer for HealthAlliance, Inc., received severance payments of $161,112 in 2022 from a related organization.
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
No itemized grants to organizations 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.
-
WMC HEALTH NETWORK - ROCKLAND INC
501(c)(3) · SUPPORTING · NY
Directly controlled by NA
-
WMC HEALTH NETWORK - ULSTER INC
501(c)(3) · SUPPORTING · NY
Directly controlled by WCHCC
-
WMC NEW YORK INC
501(c)(3) · FUNDRAISING · NY
Directly controlled by WCHCC
-
501(c)(3) · HOMECARE SVCS · NY
Directly controlled by WCHCC
-
MID-HUDSON VALLEY EARLY EDUCATION CENTER
501(c)(3) · PRESCHOOL · NY
Directly controlled by WCHCC
-
WESTCHESTER MEDICAL CENTER FOUNDATION
501(c)(3) · FUNDRAISING · NY
Directly controlled by WCHCC
-
HEALTHALLIANCE HOSPITAL BROADWAY CAMPUS
501(c)(3) · EXEMPT HOSP · NY · controlled entity
Directly controlled by HA INC
-
501(c)(3) · EXEMPT HOSP · NY · controlled entity
Directly controlled by HA INC
-
MARGARETVILLE MEMORIAL HOSPITAL
501(c)(3) · EXEMPT HOSP · NY · controlled entity
Directly controlled by HA INC
-
501(c)(3) · NURSING HOME · NY · controlled entity
Directly controlled by MMH
-
MARGARETVILLE HEALTH FOUNDATION
501(c)(3) · SUPPORT FDN · NY · controlled entity
Directly controlled by MMH
-
GOOD SAMARITAN FDN FOR BETTER HEALTH
501(c)(3) · SUPPORT FDN · NY
Directly controlled by BSCHSI
-
BON SECOURS COMMUNITY HOSPITAL FDN
501(c)(3) · SUPPORT FDN · NY
Directly controlled by BSCHSI
-
BON SECOURS WARWICK HEALTH FOUNDATION
501(c)(3) · SUPPORT FDN · NY
Directly controlled by BSCHSI
-
BON SECOURS CHARITY HEALTH SYSTEM INC
501(c)(3) · SUPPORTING · NY
Directly controlled by WCHCC
-
501(c)(3) · FUNDRAISING · NY · controlled entity
Directly controlled by HA INC
-
KINGSTON REGIONAL HEALTH CARE SYSTEM INC
501(c)(3) · SUPPORT FDN · NY · controlled entity
Directly controlled by HA INC
-
) WESTCHESTER COUNTY HEALTH CARE CORP
HEALTHCARE · NY
Directly controlled by NA
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
HUDSON RIVER WEST INSURANCE LIMITED
C Corporation · CAP INSURANCE · CJ
Directly controlled by BSCHSI
-
HUDSON RIVER NORTH INSURANCE LIMITED
C Corporation · CAP INSURANCE · CJ · 100% owned · share of income $278,255 · share of assets $997,896 · controlled entity
Directly controlled by HA Inc
-
NORTHEAST PROVIDER SOLUTIONS INC
C Corporation · MSO & HEARING · NY
Directly controlled by NA
-
WMC ADVANCED PHYSICIAN SERVICES PC
C Corporation · PHYSICIAN OFF · NY
Directly controlled by NA
-
WCHCC (BERMUDA) LIMITED
C Corporation · CAP INSURANCE · BD
Directly controlled by NA
-
KINGSTON REGIONAL HEALTH CARE ENTERPRISE
C Corporation · INVESTMENT · NY · controlled entity
Directly controlled by HAH BWAY
-
MID HUDSON PHYSICIANS PC
C Corporation · MEDICAL SVCS · NY · controlled entity
Directly controlled by NA
-
BSCHS MEDICAL GROUP PC
C Corporation · PHYSICIAN OFF · NJ
Directly controlled by BSCHSI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349310147
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