Form 990 for tax year 2023
Filed by WHEELING HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- -$128,778
- Total expenses
- $88,576
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- -$128,778
- Other revenue
- $0
- Total assets, end of year
- $30,776,948
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $30,776,948
- Program services expenses (Part IX)
- $88,576
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $88,576
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.
-
3 · Investment income
total $764,418 · excluded $764,418
-
7b · Less cost or other basis and sales expenses
other assets $893,196
-
7c · Gain or loss
other assets -$893,196
-
7d · Net gain or loss
total -$893,196 · excluded -$893,196
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $86,957 · program services $86,957
-
11g · Fees: other
total $1,619 · program services $1,619
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $460,307 · end of year $521,330
-
12 · Investments: other securities
beginning of year $26,102,691 · end of year $30,255,618
-
29 · Capital stock, trust principal or current funds
beginning of year $26,562,998 · end of year $30,776,948
Mission and programs · 2023
Mission
To support, promote, and contribute to the improvement of health care in accordance with the interests and purposes of the Roman Catholic Diocese of Wheeling-Charleston, a religious organization and hierarchial church, and Wheeling Hosptial, Inc., a nonprofit corporation, both of which are organizations are public charities.
Activities or mission (Part I)
To support, promote, and contribute to the improvement of health care in accordance with the interests and purposes of the Roman Catholic Diocese of Wheeling-Charleston and Wheeling Hospital, Inc.
-
The Foundation supports the operation of Wheeling Hospital, Inc. as a medical facility and assists with the purchase of new equipment, implementation of medical programs, capital improvement projects which will enhance and improve medical care and in furtherance of these purposes, will support, promote and contribute to the improvement of health care in accordance with the interest and purpose of the Roman Catholic Diocese of Wheeling-Charleston, a religious organization and hierarchical church within the meaning of W.VA. code section 35-1-4, both of which organizations are public charities under IRC Section 509a1 or 50912 and any other tax exempt organizations affiliated or related to such entities, thru facilities or programs within the City of Wheeling or elsewhere within the State of West Virginia and to communities and Region served by such organizations.
Expenses $88,576
As filed on the 2023 return.
Listed in Part VII
-
Albert L Wright Jr
Presidents CEO
- Total calculated
- $3,955,695
- From this org
- $0
- From related orgs
- $3,546,299
- Other
- $409,396
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,557,697 related
- Bonus
- not reported + $1,934,594 related
- Other
- not reported + $54,008 related
- Deferred
- not reported + $377,657 related
- Nontaxable benefits
- not reported + $31,739 related
- Filer's total
- not reported + $3,955,695 related
-
Douglas Coffman
Treasurer through June 2023
- Total calculated
- $800,899
- From this org
- $0
- From related orgs
- $775,026
- Other
- $25,873
- Hours/week
- 0.1
Schedule J breakdown matched by us
- Base
- not reported + $489,050 related
- Bonus
- not reported + $198,611 related
- Other
- not reported + $87,365 related
- Deferred
- not reported + $14,850 related
- Nontaxable benefits
- not reported + $11,023 related
- Filer's total
- not reported + $800,899 related
-
Nicholas Barcellona
Treasurer as of June 2023
- Total calculated
- $449,047
- From this org
- $0
- From related orgs
- $370,983
- Other
- $78,064
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $335,755 related
- Bonus
- not reported + $27,000 related
- Other
- not reported + $8,228 related
- Deferred
- not reported + $65,619 related
- Nontaxable benefits
- not reported + $12,445 related
- Filer's total
- not reported + $449,047 related
-
Most Rev Mark E Brennan
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Bryan Minor
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Rev Msgr Eugene Ostrowski
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Henry
Director
- Total calculated
- $0
- Hours/week
- 1
-
James C Gardill Esq
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Alsop
Director
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Douglass E Harrison
Director - Wheeling Hospital President
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
William Bane
Director - Wheeling Hospital VP of Finance
- Total calculated
- $0
- Hours/week
- 1 + 40 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
- 4b · Supplemental nonqualified retirement plan
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I Line 4b
- During 2023, certain individuals reported in Part VII participated in a nonqualified retirement plan and received direct cash payments instead of deferral of income. Douglas Coffman received cash distributions of 58,370. These distributions were paid directly to the recipient by WVUHS, reported on their W-2 and are reported in Part II, Column Biii. These amounts are reported along with other types of retirement contributions for the individuals listed and other that are not a part of the nonqualified plan.
- Part I Line 4b
- During 2023, the following individuals were able to defer compensation under a nonqualified plan. The amounts reported here are included in Part II Column C of the Schedule J. Albert Wright received deferred contributions of 362,807, Nicholas Barcellona received deferred contributions of 50,769.
- Part I Line 6a
- Per the WVUHS Incentive Plan incentives are contingent on meeting a net earnings target of a related party.
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.
-
Diocese of Wheeling-Charleston
501c3 · WV
-
West Virginia United Health System
501c3 · Healthcare Access · WV
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349305009
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.