Skip to content
Nonprofiteer
← HEALTHALLIANCE FOUNDATION

Form 990 for tax year 2022

Filed by HEALTHALLIANCE FOUNDATION.

Totals

Total revenue
$307,448
Total expenses
$170,150
Contributions and grants received
$262,427
Grants paid
$22,255
Program service revenue
$0
Investment income
-$27,482
Other revenue
$72,503
Total assets, end of year
$2,423,349
Total liabilities, end of year
$320,024
Net assets or fund balances, end of year
$2,103,325
Program services expenses (Part IX)
$61,845
Management and general expenses
$24,545
Fundraising expenses
$83,760
Program service expenses (Part III)
$61,845

Program services were 36.3% 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

    $262,427

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $19,154 · excluded $19,154

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $230,336

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

    securities $276,972

  • 7c · Gain or loss

    securities -$46,636 · other assets $0

  • 7d · Net gain or loss

    total -$46,636 · excluded -$46,636

  • 8a · Fundraising events: gross income

    $141,270

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

    $0

  • 8b · Fundraising events: direct expenses

    $68,775

  • 8c · Net income from fundraising events

    total $72,495 · excluded $72,495

  • 10a · Gross sales of inventory

    $33,958

  • 10b · Cost of goods sold

    $33,950

  • 10c · Net income from sales of inventory

    total $8 · related or exempt $8

  • 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 $14,851 · program services $14,851

  • 2 · Grants to domestic individuals

    total $7,404 · program services $7,404

  • 7 · Other salaries and wages

    total $40,820 · program services $7,262 · management and general $24,545 · fundraising $9,013

  • 9 · Other employee benefits

    total $13,063 · program services $2,341 · fundraising $10,722

  • 11c · Fees: accounting

    total $8,500 · fundraising $8,500

  • 11f · Fees: investment management

    total $8,018 · fundraising $8,018

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $5,108 · fundraising $5,108

  • 13 · Office expenses

    total $61,381 · program services $18,982 · fundraising $42,399

  • 20 · Interest

    total $11,005 · program services $11,005

  • 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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $526,964 · end of year $537,343

  • 2 · Savings and temporary cash investments

    beginning of year $525,318 · end of year $806,272

  • 3 · Pledges and grants receivable

    beginning of year $215,881 · end of year $142,262

  • 4 · Accounts receivable

    beginning of year $1,048 · 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 $33,838 · end of year $18,477

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,024 · end of year $199

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

    $400,450

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

    $338,705

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $61,745

  • 11 · Investments: publicly traded securities

    beginning of year $931,929 · end of year $800,520

  • 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 $33,891 · end of year $56,531

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,067 · end of year $94,653

  • 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 $244,547 · end of year $225,371

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $402,665 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$260,973 · end of year -$32,700

  • 28 · Net assets with donor restrictions

    beginning of year $1,870,587 · end of year $2,136,025

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO BE A STRATEGIC & PROACTIVE FUNDRAISING ORGANIZATION THAT COMMUNICATES THE HEALTHALLIANCE HOSPITALS' GOALS TO FURTHER RAISE AWARENESS OF THE ESSENTIAL ROLE THEY PLAY IN THE COMMUNITIES SERVED WHILE FOSTERING GOODWILL IN THE AREA.

Activities or mission (Part I)

TO PROVIDE SUPPORT TO HEALTHALLIANCE HOSPITALS.

  • HEALTHALLIANCE FOUNDATION INC. USES THE PROCEEDS OF ITS FUNDRAISING AND INVESTMENT ACTIVITIES TO PROVIDE SUPPORT TO THE HEALTHALLIANCE HOSPITALS IN THE TREATMENT, THERAPY, EDUCATION AND HEALTH MAINTENANCE PROGRAMS. FURTHER, THE FOUNDATION'S MISSION IS TO PROVIDE AN ENDOWMENT TO ENSURE THE FUTURE VIABILITY OF HEALTHALLIANCE, INC.

    Expenses $61,845 · Grants $22,255 · Revenue $8

As filed on the 2022 return.

Listed in Part VII

  • Michael Doyle MD

    EXECUTIVE DIRECTOR/CMO/EX-OFFICIO TRUSTEE

    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

  • Barbara Connelly Cohen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Beth Stefanchik Do

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Casey Scanlon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Catherine Allen MD

    TRUSTEE

    Total calculated
    $525,286
    From this org
    $0
    From related orgs
    $463,831
    Other
    $61,455
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,831 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,700 related
    Nontaxable benefits
    $0 + $29,755 related
    Filer's total
    $0 + $525,286 related

  • Darlene Bover

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Donna Moss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Christopher Smailer

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Joe Murphy

    TRUSTEE (RESIGNED JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • John Bonavita-Goldman MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Marisa Perez-Rogers

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mary Ann Hildebrandt

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Galligan

    TRUSTEE (RESIGNED JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • Reuben Zimmerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rocco J Pucino III

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sandi Armstrong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Giano

    TRUSTEE (RESIGNED JUNE 2022)

    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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 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.

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

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 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

    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

    Directly controlled by HAH BWAY

  • MID HUDSON PHYSICIANS PC

    C Corporation · MEDICAL SVCS · NY

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323179349311102

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.