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Nonprofiteer
← POCONO HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by POCONO HEALTH FOUNDATION.

Totals

Total revenue
$441,443
Total expenses
$554,574
Contributions and grants received
$444,799
Grants paid
$25,773
Program service revenue
$0
Investment income
$36,564
Other revenue
-$39,920
Total assets, end of year
$14,543,275
Total liabilities, end of year
$7,211,508
Net assets or fund balances, end of year
$7,331,767
Program services expenses (Part IX)
$272,937
Management and general expenses
$0
Fundraising expenses
$281,637
Program service expenses (Part III)
$272,937

Program services were 49.2% 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.

  • 1c · Fundraising events

    $77,200

  • 1f · All other contributions, gifts and grants

    $367,599

  • 3 · Investment income

    total $6,394 · excluded $6,394

  • 7a · Gross sales of assets other than inventory

    securities $30,170

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

    securities $0

  • 7c · Gain or loss

    securities $30,170

  • 7d · Net gain or loss

    total $30,170 · related or exempt $30,170

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $77,200

  • 8b · Fundraising events: direct expenses

    $39,920

  • 8c · Net income from fundraising events

    total -$39,920 · excluded -$39,920

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $25,773 · program services $25,773

  • 7 · Other salaries and wages

    total $208,617 · program services $39,528 · fundraising $169,089

  • 8 · Pension plan contributions

    total $1,942 · program services $368 · fundraising $1,574

  • 9 · Other employee benefits

    total $32,114 · program services $6,085 · fundraising $26,029

  • 10 · Payroll taxes

    total $10,396 · program services $1,970 · fundraising $8,426

  • 13 · Office expenses

    total $22,882 · program services $4,336 · fundraising $18,546

  • 16 · Occupancy

    total $33 · program services $6 · fundraising $27

  • 17 · Travel

    total $685 · program services $130 · fundraising $555

  • 22 · Depreciation, depletion and amortization

    total $2,112 · program services $2,112

  • 24a · Other expenses: COMMUNITY ASSISTANCE

    total $179,214 · program services $179,214

  • 24b · Other expenses: OTHER PURCHASED SERVICE

    total $16,099 · program services $3,050 · fundraising $13,049

  • 24e · All other expenses

    total $54,707 · program services $10,365 · fundraising $44,342

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $235,505 · end of year $218,558

  • 7 · Other notes and loans receivable

    beginning of year $1,538,844 · end of year $5,463,296

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

    $16,874

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

    $16,874

  • 10c · Land, buildings and equipment, net

    beginning of year $2,317 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $8,695,870 · end of year $8,861,421

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,189 · end of year $6,398

  • 25 · Other liabilities

    beginning of year $3,868,954 · end of year $7,205,110

  • 27 · Net assets without donor restrictions

    beginning of year -$2,840,135 · end of year -$2,335,221

  • 28 · Net assets with donor restrictions

    beginning of year $9,436,528 · end of year $9,666,988

Mission and programs · 2024

Mission

OUR MISSION IS WHO WE ARE AND WHAT WE DO: TO PROVIDE WORLD CLASS CARE CLOSE TO HOME. OUR VISION IS WHAT WE AIM FOR TO BEST SERVE OUR COMMUNITY: TO BUILD A HEALTHIER COMMUNITY.

Activities or mission (Part I)

TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH AN INVESTMENT IN POCONO HEALTH SYSTEM.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $272,937 · Grants $25,773 · Revenue $30,170

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Carolyn Bortz EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Victor T Catania MD

    FORMER DIRECTOR

    Total calculated
    $287,534
    From this org
    $0
    From related orgs
    $274,339
    Other
    $13,195
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,960 related
    Bonus
    $0 + $336 related
    Other
    $0 + $11,043 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,195 related
    Filer's total
    $0 + $287,534 related

  • Cornelio R Catena

    FORMER PRESIDENT/DIRECTOR

    Total calculated
    $880,733
    From this org
    $0
    From related orgs
    $794,574
    Other
    $86,159
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,802 related
    Bonus
    $0 + $138,447 related
    Other
    $0 + $13,325 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $86,159 related
    Filer's total
    $0 + $880,733 related

  • William B Cramer Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joan M Duckloe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joann Farda

    SECRETARY/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew A Forte PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Charles K Herman MD

    DIRECTOR

    Total calculated
    $680,567
    From this org
    $0
    From related orgs
    $648,095
    Other
    $32,472
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,439 related
    Bonus
    $0 + $91,105 related
    Other
    $0 + $4,551 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,472 related
    Filer's total
    $0 + $680,567 related

  • Christine H Kim MD

    DIRECTOR

    Total calculated
    $614,603
    From this org
    $0
    From related orgs
    $594,816
    Other
    $19,787
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,300 related
    Bonus
    $0 + $2,554 related
    Other
    $0 + -$8,038 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,787 related
    Filer's total
    $0 + $614,603 related

  • Thomas Kirkwood Ma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Deborah Kulick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ann Negvesky

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Candice M Pesotini

    FORMER DIRECTOR

    Total calculated
    $93,325
    From this org
    $0
    From related orgs
    $72,905
    Other
    $20,420
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $76,941 related
    Bonus
    $0 + $500 related
    Other
    $0 + -$4,536 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,420 related
    Filer's total
    $0 + $93,325 related

  • John M Pierro MBA

    FORMER DIRECTOR

    Total calculated
    $4,128,317
    From this org
    $0
    From related orgs
    $3,659,203
    Other
    $469,114
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $508,228 related
    Bonus
    $0
    Other
    $0 + $3,150,975 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $469,114 related
    Filer's total
    $0 + $4,128,317 related

  • Joseph L Pinto Mha

    PRESIDENT/DIRECTOR

    Total calculated
    $383,848
    From this org
    $0
    From related orgs
    $359,126
    Other
    $24,722
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,181 related
    Bonus
    $0 + $50,243 related
    Other
    $0 + -$8,298 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,722 related
    Filer's total
    $0 + $383,848 related

  • Mark Primose Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lori A Ruiz

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard J Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert L Thomas CPA

    DIRECTOR

    Total calculated
    $635,888
    From this org
    $0
    From related orgs
    $627,180
    Other
    $8,708
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,703 related
    Bonus
    $0 + $122,890 related
    Other
    $0 + $54,587 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,708 related
    Filer's total
    $0 + $635,888 related

  • Liv E Vesely MPH Ma

    DIRECTOR

    Total calculated
    $1,207,236
    From this org
    $0
    From related orgs
    $991,682
    Other
    $215,554
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,790 related
    Bonus
    $0 + $149,485 related
    Other
    $0 + $301,407 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $215,554 related
    Filer's total
    $0 + $1,207,236 related

  • Allister R Williams MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • W Andrew Worthington Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Theresa Yocum

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

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, LINE 3
ALL COMPENSATED DIRECTORS AND OFFICERS ARE PAID BY RELATED ORGANIZATIONS WHO USE THE FOLLOWING METHODS TO DETERMINE THEIR COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD AND/OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY PHYSICIAN GROUP-POCONO, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2024: VICTOR T. CATANIA, MD, FORMER DIRECTOR - $ 14,785 CHARLES K. HERMAN, MD, DIRECTOR - $ 11,348 THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2024: JOHN M. PIERRO, MBA, FORMER DIRECTOR - $ 598,067 ROBERT L. THOMAS, CPA, DIRECTOR - $ 55,049 LIV E. VESELY, MPH, MA, DIRECTOR - $ 305,906 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT FROM LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, IN CALENDAR YEAR 2024: JOHN M. PIERRO, MBA, FORMER DIRECTOR - $ 2,557,614

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.

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.

  • 1100 WALNUT ASSOCIATES LLP

    MEDICAL OFFICE · PA

  • BLUE BELL ASC LLC

    INACTIVE · PA

  • CHERRY HILL SURGERY CENTER LLC

    SURGERY CENTER · NJ

  • CHP-LVHN JV LLC

    HOSPITAL OPERATIONS · DE

  • EASTERN PENNSYLVANIA ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • FAIRGROUNDS MEDICAL CENTER

    REAL ESTATE · PA

  • HAZLETON SURGERY CENTER LLC

    HEALTH SERVICES · PA

  • JEFF UNIVERSITY RADIOLOGY ASSOCIATES LLC

    HEALTH SERVICES · PA

  • JEFFERSON-SOLIS MAMMOGRAPHY SERVICES LLC

    HEALTH SERVICES · DE

  • JEFFHEDGE LLC

    INVESTMENTS · DE

  • JUNIATA MEDICAL BUILDING PARTNERS

    MEDICAL OFFICE BUILDING · PA

  • LEHIGH VALLEY IMAGING LLC

    HEALTH SERVICES · PA

  • LVHN RECIPROCAL RISK RETENTION GROUP (FINAL 06-30-2025)

    INSURANCE · PA

  • MLJH LLC

    INVESTMENTS · PA

  • MONROE ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • NAZARETH ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • PGC ENDOSCOPY CENTER FOR EXCELLENCE LLC

    MEDICAL SERVICES · PA

  • POCONO AMBULATORY SURGERY CENTER LTD

    HEALTH SERVICES · PA

  • POCONO HEALTH SYSTEM INVESTMENT COLLABORATIVE LP

    INVESTMENTS · PA

  • RIVERVIEW SURGERY CENTER AT THE NAVY YARD GENERAL PARTNER LLC

    HEALTH SERVICES · PA

  • RIVERVIEW SURGERY CENTER AT THE NAVY YARD LP

    SURGERY CENTER · PA

  • ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL LLC

    HEALTH SERVICES · PA

  • SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP

    REAL ESTATE · PA

  • TMB ENTERPRISES PARTNERSHIP

    MEDICAL OFFICE BUILDING · PA

  • UHS-LVHN JV LLC

    HOSPITAL OPERATIONS · PA

Related corporations and trusts

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

  • 925 WALNUT CORP

    S · REAL ESTATE · PA

  • ATRIUM CORPORATION

    C · HEALTH SERVICES · PA

  • BILDEX CORP

    C · REAL ESTATE · PA

  • CARBON SCHUYLKILL ENDOSCOPY CENTER INC

    S · HEALTH SERVICES · PA

  • CMMC INC

    C · REAL ESTATE · PA

  • EINSTEIN HEALTHCARE SYSTEMS INC

    C · INACTIVE · PA

  • HEALTH CARE INC

    C · HEALTH SERVICES · PA

  • HEALTHMARK INC

    C · INACTIVE · PA

  • JEFFCARE INC

    C · HEALTH SERVICES · PA

  • JEFFERSON HEALTH NEW JERSEY DIRECT PRIMARY CARE PC

    C · HEALTH SERVICES · NJ

  • JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA PC

    C · INACTIVE · CA

  • KENNEDY ACCESS INCORPORATED

    C · INVESTMENTS · NJ

  • KENNEDY MANAGEMENT GROUP INC

    C · INACTIVE · NJ

  • LEHIGH VALLEY HEALTH SERVICES INC

    C · HEALTH SERVICES · PA

  • LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC

    C · HEALTH SERVICES · PA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE INC (FINAL 06-30-2025)

    C · INACTIVE · PA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE PC (FINAL 06-30-2025)

    C · INACTIVE · NJ

  • NETWORK PHYSICIANS OF NEW JERSEY PC

    C · HEALTH SERVICES · NJ

  • PARTNERS INSURANCE COMPANY OF NEW JERSEY INC

    C · INSURANCE · NJ

  • PARTNERS INSURANCE COMPANY INC

    C · INSURANCE · PA

  • POPULYTICS INC

    C · HEALTH SERVICES · PA

  • REHAB VENTURES INC

    C · INACTIVE · PA

  • SCHUYLKILL MEDICAL PLAZA - CONDOMINIUM ASSOCIATION

    C · CONDOMINIUM ASSOCIATION · PA

  • SPECTRUM HEALTH VENTURES INC

    C · HEALTH SERVICES · PA

  • SYSTEM SERVICE CORPORATION

    C · HOLDING COMPANY · DE

  • TF DEVELOPMENT LTD

    C · REAL ESTATE · PA

  • TJU INC

    C · REAL ESTATE · PA

  • WALNUT REALTY COMPANY

    C · REAL ESTATE · PA

Provenance

Return type
form_990
Tax year
2024
Filed
18 March 2026
IRS schema version
2024v5.5
Source object
202610779349300911

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