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Nonprofiteer
← BROOKHAVEN HEALTH CARE SERVICES CORPORATION

Form 990 for tax year 2024

Filed by BROOKHAVEN HEALTH CARE SERVICES CORPORATION.

Totals

Total revenue
$2,116,028
Total expenses
$18,185,377
Contributions and grants received
$147,119
Grants paid
$18,077,314
Program service revenue
$0
Investment income
$1,968,909
Other revenue
$0
Total assets, end of year
$21,525,063
Total liabilities, end of year
$3,721,139
Net assets or fund balances, end of year
$17,803,924
Program services expenses (Part IX)
$18,103,610
Management and general expenses
$81,767
Fundraising expenses
$0
Program service expenses (Part III)
$18,103,610

Program services were 99.6% 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

    $147,119

  • 3 · Investment income

    total $601,253 · excluded $601,253

  • 7a · Gross sales of assets other than inventory

    securities $14,557,677

  • 7b · Less cost or other basis and sales expenses

    securities $13,190,021

  • 7c · Gain or loss

    securities $1,367,656

  • 7d · Net gain or loss

    total $1,367,656 · excluded $1,367,656

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,077,314 · program services $18,077,314

  • 11f · Fees: investment management

    total $77,971 · management and general $77,971

  • 11g · Fees: other

    total $3,661 · program services $3,199 · management and general $462

  • 13 · Office expenses

    total $26,274 · program services $22,960 · management and general $3,314

  • 19 · Conferences, conventions and meetings

    total $157 · program services $137 · management and general $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $260,606 · end of year $290,128

  • 2 · Savings and temporary cash investments

    beginning of year $6,661,504 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $337,882 · end of year $457,915

  • 11 · Investments: publicly traded securities

    beginning of year $30,369,993 · end of year $20,777,020

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,555 · end of year $3,554

  • 25 · Other liabilities

    beginning of year $3,710,767 · end of year $3,717,585

  • 27 · Net assets without donor restrictions

    beginning of year $33,713,204 · end of year $17,601,465

  • 28 · Net assets with donor restrictions

    beginning of year $202,459 · end of year $202,459

Mission and programs · 2024

Mission

THE GOALS AND OBJECTIVES OF THE FOUNDATION ARE AS FOLLOWS:TO SUPPORT THE MISSION AND CHARITABLE PURPOSES OF NYULHS, NYU LANGONE HOSPITALS ("NYULH"), INCLUDING NYU LANGONE HOSPITAL - SUFFOLK FKA LICH AND THE MEDICAL SCHOOLS OWNED AND OPERATED BY NEW YORK UNIVERSITY (COLLECTIVELY, "NYU LANGONE"); AND TO FOSTER AND PROMOTE HEALTH CARE EDUCATION, RESEARCH AND ADVANCES IN THE HEALTH FIELD AND THE GROWTH AND AVAILABILITY OF QUALITY HEALTH CARE SERVICES THROUGH DIRECT GRANTS, GIFTS, LOANS OR OTHERWISE TO SUCH PERSON OR PERSONS, CORPORATIONS OR OTHER ORGANIZATIONS OR ENTITIES DETERMINED BY THE FOUNDATION TO BE ENGAGED IN ACTIVITIES OR PROJECTS WHOSE GOALS AND PURPOSES ARE CONSISTENT WITH THOSE OF THE FOUNDATION.

Activities or mission (Part I)

BROOKHAVEN HEALTH CARE SERVICES CORPORATION (D/B/A LONG ISLAND COMMUNITY HOSPITAL FOUNDATION) (THE "FOUNDATION"), WAS ESTABLISHED TO SEEK PHILANTHROPIC SUPPORT AND TO GRANT FUNDS TO NYU LANGONE HEALTH SYSTEM ("NYULHS"), NYU LANGONE HOSPITALS, INCLUDING BUT NOT LIMITED TO NYU LANGONE HOSPITAL - SUFFOLK FKA LONG ISLAND COMMUNITY HOSPITAL ("LICH") AND THE MEDICAL SCHOOLS OWNED AND OPERATED BY NEW YORK UNIVERSITY.

  • SUPPORT THE MISSION AND CHARITABLE PURPOSES OF NYU LANGONE HEALTH SYSTEM, NYU LANGONE HOSPITALS, AND THE MEDICAL SCHOOLS OWNED AND OPERATED BY NEW YORK UNIVERSITY (COLLECTIVELY, "NYU LANGONE").

    Expenses $18,103,610 · Grants $18,077,314

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSEPH J LHOTA

    PRESIDENT AS OF 3/1/25

    Total calculated
    $14,041,099
    From this org
    $0
    From related orgs
    $13,258,555
    Other
    $782,544
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,904,802 related
    Bonus
    $0 + $10,316,167 related
    Other
    $0 + $37,586 related
    Deferred
    $0 + $745,524 related
    Nontaxable benefits
    $0 + $37,020 related
    Filer's total
    $0 + $14,041,099 related

  • ERNEST PATRICK SMITH

    CHAIRMAN (UNTIL 2/28/25), TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • FELIX GRUCCI

    FORMER VICE CHAIRMAN (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MARC S ADLER MD MBA

    EX-OFFICIO

    Total calculated
    $1,960,463
    From this org
    $0
    From related orgs
    $1,910,039
    Other
    $50,424
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $906,618 related
    Bonus
    $0 + $1,000,000 related
    Other
    $0 + $3,421 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $17,424 related
    Filer's total
    $0 + $1,960,463 related

  • TRICHY ARUMUGAM MD

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 60 related

  • FREDERICK C BRAUN III

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ANDREW W BROTMAN MD

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $10,959,380
    From this org
    $0
    From related orgs
    $9,138,805
    Other
    $1,820,575
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,116,000 related
    Bonus
    $0 + $7,000,000 related
    Other
    $0 + $22,805 related
    Deferred
    $0 + $1,814,216 related
    Nontaxable benefits
    $0 + $6,359 related
    Filer's total
    $0 + $10,959,380 related

  • GARY BROWN

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PALMIRA M CATALIOTTI

    TREASURER AS OF 3/1/25

    Total calculated
    $4,240,343
    From this org
    $0
    From related orgs
    $4,167,449
    Other
    $72,894
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $835,319 related
    Bonus
    $0 + $3,303,900 related
    Other
    $0 + $28,230 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $38,394 related
    Filer's total
    $0 + $4,240,343 related

  • JOSEPH GRECO MD

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $5,612,877
    From this org
    $0
    From related orgs
    $5,116,653
    Other
    $496,224
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,102,567 related
    Bonus
    $0 + $4,000,000 related
    Other
    $0 + $14,086 related
    Deferred
    $0 + $478,138 related
    Nontaxable benefits
    $0 + $18,086 related
    Filer's total
    $0 + $5,612,877 related

  • GARY KALKUT MD

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $1,846,751
    From this org
    $0
    From related orgs
    $1,763,382
    Other
    $83,369
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $991,507 related
    Bonus
    $0 + $750,000 related
    Other
    $0 + $21,875 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $50,369 related
    Filer's total
    $0 + $1,846,751 related

  • NABIL KIRIDLY MD

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $402,728
    From this org
    $0
    From related orgs
    $396,801
    Other
    $5,927
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,549 related
    Bonus
    $0 + $33,750 related
    Other
    $0 + $1,502 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,927 related
    Filer's total
    $0 + $402,728 related

  • VICKI MATCH SUNA AIA

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $7,235,104
    From this org
    $0
    From related orgs
    $6,446,692
    Other
    $788,412
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,169,568 related
    Bonus
    $0 + $5,250,000 related
    Other
    $0 + $27,124 related
    Deferred
    $0 + $766,530 related
    Nontaxable benefits
    $0 + $21,882 related
    Filer's total
    $0 + $7,235,104 related

  • JEFFREY MAYER

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MAUREEN MENNELLA

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MARK S MULHOLLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CLYDE PARKER

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SHARON NORTON REMMER

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LISA ROSE

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ERIC RUSSO

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROBERT W SCHWARZ

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JOHN SULLIVAN

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • STEVEN TAITZ

    TRUSTEE (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MICHELE KNAPP

    TREASURER (UNTIL 2/28/25)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • EDWARD KORMYLO DPM

    SECRETARY (UNTIL 2/28/25)

    Total calculated
    $330,061
    From this org
    $0
    From related orgs
    $330,061
    Other
    $0
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,173 related
    Bonus
    $0
    Other
    $0 + $9,888 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $330,061 related

  • ANNETTE JOHNSON JD

    SECRETARY AS OF 3/1/25

    Total calculated
    $6,614,020
    From this org
    $0
    From related orgs
    $6,552,275
    Other
    $61,745
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,283,579 related
    Bonus
    $0 + $5,250,000 related
    Other
    $0 + $18,696 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $27,245 related
    Filer's total
    $0 + $6,614,020 related

  • PIETRINA SCARAGLINO ESQ

    ASSISTANT SECRETARY AS OF 3/1/25

    Total calculated
    $650,744
    From this org
    $0
    From related orgs
    $591,888
    Other
    $58,856
    Hours/week
    0.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,696 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $5,192 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $24,356 related
    Filer's total
    $0 + $650,744 related

  • RICHARD T MARGULIS

    FRMR PRESIDENT & CEO (UNTIL 7/1/23)

    Total calculated
    $992,366
    From this org
    $0
    From related orgs
    $913,503
    Other
    $78,863
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $913,503 related
    Deferred
    $0 + $51,150 related
    Nontaxable benefits
    $0 + $27,713 related
    Filer's total
    $0 + $992,366 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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, LINES 4A-B
PART I, LINE 4A: RICHARD T. MARGULIS, FORMER PRESIDENT & CHIEF EXECUTIVE OFFICER RECEIVED A SEVERANCE PAYMENT OF $913,503 FOLLOWING HIS RETIREMENT ON JULY 1, 2023. PART I, LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SERP DURING CALENDAR YEAR 2024. THE AMOUNTS LISTED BELOW REPRESENT THE EMPLOYER CONTRIBUTIONS TO THESE PLANS FOR CALENDAR YEAR 2024. THESE AMOUNTS ARE REPORTED AS SHARED COSTS BETWEEN NYU LANGONE HOSPITALS ("NYULH") AND NYU GROSSMAN SCHOOL OF MEDICINE ("SOM"). ANDREW W. BROTMAN, MD - $1,779,716; JOSEPH J. GRECO, MD - $445,138; JOSEPH J. LHOTA - $711,024; AND VICKI MATCH SUNA, AIA - $732,030. THE SERP CONTRIBUTIONS WERE MADE PURSUANT TO NEGOTIATED AGREEMENTS WITH THE LISTED INDIVIDUALS.
FORM 990, SCHEDULE J, PART II, COL. (F)
THE FOLLOWING INDIVIDUALS' OTHER REPORTABLE COMPENSATION (COL. (B)(II)) INCLUDES A TAXABLE SERP DURING CALENDAR YEAR 2024. THIS AMOUNT INCLUDES SERP CONTRIBUTIONS REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION. THIS AMOUNT IS REPORTED AS A SHARED COST BETWEEN NYULH AND SOM. ANDREW W. BROTMAN, MD - $1,870,712; JOSEPH J. LHOTA - $1,078,090; VICKI MATCH SUNA, AIA - $764,791; PALMIRA M. CATALIOTTI - $2,303,900; AND JOSEPH J. GRECO, MD - $473,475.

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

  • NEW YORK UNIVERSITY

    $18,077,314

    TO SUPPORT THE CHARITABLE ACTIVITIES AT NYU GROSSMAN SCHOOL OF MEDICINE

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.

  • NEW YORK UNIVERSITY

    501(C)(3) · UNIVERSITY · NY

  • NYU LANGONE HEALTH SYSTEM

    501(C)(3) · SUPPORTING ORG. · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • 34TH STREET CANCER CENTER INC

    501(C)(3) · CANCER CARE · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • SIR HAROLD ACTON CHARITABLE TRUST

    501(C)(3) · SUPPORT OF NYU'S CAMPUS IN FLORENCE, ITALY · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • HORTENSE ACTON CHARITABLE TRUST

    501(C)(3) · SUPPORT OF NYU'S CAMPUS IN FLORENCE, ITALY · IL · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • KJC (REY JUAN CARLOS I DE ESPANA DE LA UNIVERSIDAD DE NUEVA YORK)

    SUPPORT NYU'S PROGRAM IN SPAIN · SP · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NATIONAL CENTER ON PHILANTHROPY AND THE LAW

    501(C)(3) · STUDY, RESEARCH, EDUCATION ON PHILANTHROPY & THE LAW · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY SCHOOL OF LAW FOUNDATION

  • NYU IN ABU DHABI CORP

    501(C)(3) · SUPPORT NYU'S CAMPUS IN ABU DHABI · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IMAGING INC

    501(C)(3) · SUPPORT NYU SCHOOL OF MEDICINE · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNVERSITY SCHOOL OF LAW FOUNDATION

    501(C)(3) · SUPPORT NYU'S SCHOOL OF LAW · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • WASHINGTON SQUARE LEGAL SERVICES INC

    501(C)(3) · CERTAIN PUBLIC INTEREST ACTIVITIES OF NYU'S SCHOOL OF LAW · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IN LONDON

    SUPPORT NYU'S PROGRAM IN LONDON · UK · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU HONG KONG FOUNDATION LTD

    SUPPORT NYU'S PROGRAM IN HONG KONG · HK · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU IN TEL-AVIV LTD

    SUPPORT NYU'S PROGRAM IN TEL-AVIV · IS · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY IN FRANCE

    SUPPORT NYU'S PROGRAM IN FRANCE · FR · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NEW YORK UNIVERSITY IN AFGHANISTAN

    SUPPORT NYU'S ACTIVITIES IN AFGHANISTAN · AF · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • NYU LANGONE IPA INC

    501(C)(3) · IPA OPERATING A MEDICAID SHARED SAVINGS PROGRAM · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • NYU LANGONE HOSPITALS

    501(C)(3) · HOSPITAL · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

  • NYU LANGONE MSO INC

    501(C)(3) · CONTRACT FOR DELIVERY/PROVISION OF HEALTH SERVICES · NY · controlled entity

    Directly controlled by NEW YORK UNIVERSITY

  • LI COMMUNITY HOSPITAL AT NYU LANGONE HEALTH (THROUGH 22025)

    501(C)(3) · HOSPITAL · NY · controlled entity

    Directly controlled by NYU LANGONE HEALTH SYSTEM

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 14 GLOVER LLC

    LEASING · NY · income $0 · assets $1,740

    Directly controlled by BROOKHAVEN HEALTH CARE SERVICES CORP

Related partnerships

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

Related corporations and trusts

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

  • CCC 550 INSURANCE SCC

    C · SELF-INSURANCE · BB

  • LA PIETRA SRL

    C · HOLDS PROPERTY COMPRISING NYU'S FLORENCE CAMPUS · IT

  • NIU DA ED INFOR CONSULTING CO LTD

    C · SUPPORT NYU'S PROGRAM IN CHINA · CH

  • NYU PLUS PARIS

    C · CONTINUING AND EXECUTIVE EDUCATION · FR

  • SHORE HILL HOUSING ASSOCIATES GP INC

    C · HOUSING · NY

Provenance

Return type
form_990
Tax year
2024
Filed
30 June 2026
IRS schema version
2024v5.5
Source object
202631909349300933

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