Form 990 for tax year 2023
Filed by THE SAMARITAN MEDICAL CENTER FOUNDATION OF NORTHERN NEW YORK IN.
Totals
- Total revenue
- $1,333,394
- Total expenses
- $450,111
- Contributions and grants received
- $735,170
- Grants paid
- $239,078
- Program service revenue
- $0
- Investment income
- $466,670
- Other revenue
- $131,554
- Total assets, end of year
- $19,280,201
- Total liabilities, end of year
- $140,096
- Net assets or fund balances, end of year
- $19,140,105
- Program services expenses (Part IX)
- $444,209
- Management and general expenses
- $5,902
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $444,209
Program services were 98.7% 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
$92,306
-
1f · All other contributions, gifts and grants
$642,864
-
3 · Investment income
total $477,831 · excluded $477,831
-
7a · Gross sales of assets other than inventory
securities $2,841,048
-
7b · Less cost or other basis and sales expenses
securities $2,852,209
-
7c · Gain or loss
securities -$11,161
-
7d · Net gain or loss
total -$11,161 · excluded -$11,161
-
8a · Fundraising events: gross income
$237,356
-
8a · Fundraising events: contributions included on line 1c
$92,306
-
8b · Fundraising events: direct expenses
$105,802
-
8c · Net income from fundraising events
total $131,554 · excluded $131,554
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $239,078 · program services $239,078
-
11f · Fees: investment management
total $94,429 · program services $94,429
-
13 · Office expenses
total $5,902 · management and general $5,902
-
24a · Other expenses: PROVISION FOR BAD DEBT
total $110,702 · program services $110,702
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,720,401 · end of year $1,805,878
-
2 · Savings and temporary cash investments
beginning of year $3,181,324 · end of year $3,245,314
-
3 · Pledges and grants receivable
beginning of year $721,058 · end of year $714,458
-
9 · Prepaid expenses and deferred charges
beginning of year $16,981 · end of year $16,981
-
11 · Investments: publicly traded securities
beginning of year $11,477,387 · end of year $13,497,570
-
17 · Accounts payable and accrued expenses
beginning of year $71,908 · end of year $87,223
-
25 · Other liabilities
beginning of year $181,402 · end of year $52,873
-
27 · Net assets without donor restrictions
beginning of year $13,693,003 · end of year $16,151,488
-
28 · Net assets with donor restrictions
beginning of year $3,170,838 · end of year $2,988,617
Mission and programs · 2023
Mission
PROVIDE FUNDS FOR SAMARITAN MEDICAL CENTER AND AFFILIATES TO HELP THEM PROVIDE A COMPREHENSIVE HEALTH CARE SYSTEM SERVING JEFFERSON, LEWIS, ST. LAWRENCE AND NORTHERN OSWEGO COUNTIES.
Activities or mission (Part I)
THE SAMARITAN MEDICAL CENTER FOUNDATION'S MISSION IS TO RAISE MONIES AND PLANNED GIFTS AND TO ENSURE THE GROWTH OF THE FOUNDATION'S INVESTMENT POLICY TO HELP SUPPORT THE MISSION OF SAMARITAN MEDICAL CENTER AND ITS TAX-EXEMPT AFFILIATES.
-
PROVIDE FUNDS FOR SAMARITAN MEDICAL CENTER, SAMARITAN KEEP HOME AND SAMARITAN SUMMIT VILLAGE.
Expenses $444,209 · Grants $239,078
As filed on the 2023 return.
Listed in Part VII
-
Kimberly LaclairKIMBERLY LACLAIR
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nancy MartelNANCY MARTEL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John WheelerJOHN WHEELER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas H CarmanTHOMAS H CARMAN
PRESIDENT & CEO OF SMC
- Total calculated
- $1,102,663
- From this org
- $0
- From related orgs
- $1,043,591
- Other
- $59,072
- Hours/week
- 0.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $735,218 related
- Bonus
- $0 + $306,133 related
- Other
- $0 + $2,240 related
- Deferred
- $0 + $11,200 related
- Nontaxable benefits
- $0 + $47,872 related
- Filer's total
- $0 + $1,102,663 related
-
David AdsitDAVID ADSIT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Franklin D CeanFRANKLIN D CEAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Wardwell-DonahueMARY WARDWELL-DONAHUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Maureen K Lundy-WayMAUREEN K LUNDY-WAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maja Lundborg-Gray MDMAJA LUNDBORG-GRAY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Catherine B QuencerCATHERINE B QUENCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Irene CarmanIRENE CARMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
M Andrew ShortM ANDREW SHORT
TRUSTEE/COO OF SMC
- Total calculated
- $501,166
- From this org
- $0
- From related orgs
- $453,832
- Other
- $47,334
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $395,595 related
- Bonus
- $0 + $38,457 related
- Other
- $0 + $19,780 related
- Deferred
- $0 + $17,800 related
- Nontaxable benefits
- $0 + $29,534 related
- Filer's total
- $0 + $501,166 related
-
Patricia I TaguePATRICIA I TAGUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joan Treadwell-WoodsJOAN TREADWELL-WOODS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
David Vaneenenaam MDDAVID VANEENENAAM MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Samantha RobbinsSAMANTHA ROBBINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.5 related
-
Lisa WeberLISA WEBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patricia Frith DoPATRICIA FRITH DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael YonkovigMICHAEL YONKOVIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian FraserBRIAN FRASER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Denise YoungDENISE YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John PoggiJOHN POGGI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alec JohnsonALEC JOHNSON
2ND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Steven PierceSTEVEN PIERCE
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Corry LawlerCORRY LAWLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dana KeeferDANA KEEFER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Maura SmithMAURA SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Julie Sprague-WrightJULIE SPRAGUE-WRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Shelby MorgiaSHELBY MORGIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy SweeneyTIMOTHY SWEENEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maxine BriggsMAXINE BRIGGS
CFO/TREASURER
- Total calculated
- $607,571
- From this org
- $0
- From related orgs
- $559,897
- Other
- $47,674
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $494,062 related
- Bonus
- $0 + $43,335 related
- Other
- $0 + $22,500 related
- Deferred
- $0 + $17,300 related
- Nontaxable benefits
- $0 + $30,374 related
- Filer's total
- $0 + $607,571 related
-
Elizabeth FippsELIZABETH FIPPS
VP FOUNDATION AND COMMUNIT
- Total calculated
- $300,759
- From this org
- $0
- From related orgs
- $256,367
- Other
- $44,392
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $229,834 related
- Bonus
- $0 + $26,533 related
- Other
- $0
- Deferred
- $0 + $14,375 related
- Nontaxable benefits
- $0 + $30,017 related
- Filer's total
- $0 + $300,759 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 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 4B
- THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS TO AN IRC 457(B) PLAN DURING 2023: MAXINE BRIGGS- $22,500 MICHAEL SHORT - $19,780
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
-
$239,078
CAPITAL EXPENDITURES
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.
-
501 (C)(3) · HOSPITAL · NY
-
501 (C)(3) · SKILLED NURSING FACILITY · NY
Directly controlled by SAMARITAN MEDICAL CENTER
-
EDWARD J NOBLE HOSPITAL- SAMARITAN
501 (C)(3) · HOSPITAL · NY
Directly controlled by SAMARITAN MEDICAL CENTER
-
501 (C)(3) · SENIOR CITIZEN COMMUNITY · NY
Directly controlled by SAMARITAN MEDICAL CENTER
-
501 (C)(3) · PHYSICIAN MEDICAL PRACTICE · NY
Directly controlled by SAMARITAN MEDICAL CENTER
-
501 (C) (3) · CERTIFIED HOME HEALTH AGENCY · NY
Directly controlled by SAMARITAN MEDICAL CENTER
-
CLIFTON-FINE HEALTH CARE CORPORATION
501 (C) (3) · HOSPITAL · NY
Directly controlled by SAMARITAN MEDICAL CENTER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349311381
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