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Nonprofiteer
← MOSES-WEITZMAN HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by MOSES-WEITZMAN HEALTH SYSTEM INC.

Totals

Total revenue
$15,028,505
Total expenses
$14,931,113
Contributions and grants received
$23,050
Grants paid
$0
Program service revenue
$14,944,765
Investment income
$60,690
Other revenue
$0
Total assets, end of year
$11,095,709
Total liabilities, end of year
$10,998,317
Net assets or fund balances, end of year
$97,392
Program services expenses (Part IX)
$14,931,113
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$14,931,113

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.

  • 1f · All other contributions, gifts and grants

    $23,050

  • 2a · Program service revenue: MANAGEMENT SERVICES

    total $14,551,753 · related or exempt $14,551,753

  • 2b · Program service revenue: WEITZMAN INSTITUTE

    total $393,012 · related or exempt $393,012

  • 3 · Investment income

    total $60,690 · excluded $60,690

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $286,878 · program services $286,878

  • 7 · Other salaries and wages

    total $8,231,249 · program services $8,231,249

  • 8 · Pension plan contributions

    total $424,982 · program services $424,982

  • 9 · Other employee benefits

    total $712,893 · program services $712,893

  • 10 · Payroll taxes

    total $679,946 · program services $679,946

  • 11b · Fees: legal

    total $322,722 · program services $322,722

  • 11c · Fees: accounting

    total $72,000 · program services $72,000

  • 11g · Fees: other

    total $1,621,975 · program services $1,621,975

  • 12 · Advertising and promotion

    total $149,505 · program services $149,505

  • 13 · Office expenses

    total $43,985 · program services $43,985

  • 14 · Information technology

    total $178,208 · program services $178,208

  • 16 · Occupancy

    total $547,268 · program services $547,268

  • 17 · Travel

    total $45,405 · program services $45,405

  • 19 · Conferences, conventions and meetings

    total $10,702 · program services $10,702

  • 22 · Depreciation, depletion and amortization

    total $139,297 · program services $139,297

  • 23 · Insurance

    total $15,500 · program services $15,500

  • 24a · Other expenses: MAINTENANCE & REPAIRS

    total $945,104 · program services $945,104

  • 24b · Other expenses: MINOR EQUIPMENT

    total $385,729 · program services $385,729

  • 24c · Other expenses: SUPPLIES

    total $75,402 · program services $75,402

  • 24e · All other expenses

    total $42,363 · program services $42,363

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $654,093

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $3,060,690

  • 4 · Accounts receivable

    beginning of year $0 · end of year $69,845

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $1,306,220

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

    $1,817,300

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

    $139,297

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,678,003

  • 15 · Other assets

    beginning of year $0 · end of year $4,326,858

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $2,959,599

  • 19 · Deferred revenue

    beginning of year $0 · end of year $35,239

  • 25 · Other liabilities

    beginning of year $0 · end of year $8,003,479

  • 27 · Net assets without donor restrictions

    end of year $97,392

Mission and programs · 2022

Mission

MOSES-WEITZMAN HEALTH SYSTEM INC. ("MWHS OR ORGANIZATION") ALONG WITH OTHER RELATED ORGANIZATIONS CONSTITUTE AN AFFILIATED HEALTH SYSTEM. THE SYSTEM'S MISSION IS FOCUSED ON PRIMARY CARE AND THE PROVISION OF QUALITY SERVICES. (SEE SCHEDULE O) MANAGEMENT EMPHASIZES INCREASED EFFICIENCIES AND A COLLABORATIVE SHARING OF PRACTICES AND OPERATIONS ACROSS THE SYSTEM. THE ORGANIZATION WAS FORMED AS A SUPPORTING ORGANIZATION TO THE HEALTH SYSTEM.

Activities or mission (Part I)

MOSES - WEITZMAN HEALTH SYSTEM INC. (MWHS) IS THE PARENT ORG. OF AN AFFILIATED HEALTH SYSTEM

  • BEGINNING IN 2023, MWHS PROVIDES MANAGEMENT SERVICES INCLUDING BUT NOT LIMITED TO INFORMATION TECHNOLOGY SUPPORT, HUMAN RESOURCES, FACILITIES MAINTENANCE, ADMINISTRATIVE AND OTHER CORPORATE SERVICES TO THE AFFILIATES. THESE SERVICES ARE PROVIDED BY MWHS EMPLOYEES AND INDEPENDENT CONTRACTORS. MWHS, BY TAKING ON THESE OPERATIONS IN 2023, CREATES A MORE EFFECTIVE SERVICE DELIVERY MODEL THAT ALLOWS THE AFFILIATES TO FOCUS THEIR RESOURCES ON IMPROVING AND INNOVATING THE SERVICES THEY PROVIDE. THROUGH THE SUPPORT OF THE AFFILIATES AND THROUGHTHE WORK OF THE WEITZMAN INSTITUTE WITH ITS FOCUS ON RESEARCH, EDUCATION, TRAINING AND POLICY INITIATIVES, MWHS WILL ENSURE ITS GOAL OF EXCELLENCE AND IMPROVEMENT IN PRIMARY CARE CONTINUE INTO THE FUTURE. MWHS AND ITS AFFILIATES HAVE ENTERED INTO A MANAGEMENT SERVICES AGREEMENT THAT SETS FORTH THE TERMS OF THE SERVICES BEING PROVIDED TO THE AFFILIATES AND THE COMPENSATION FOR THE SERVICES. SUCH COMPENSATION HAS BEEN ELIMINATED IN THE CONSOLIDATED FINANCIAL STATEMENTS.

    Expenses $13,485,795 · Revenue $14,551,753

  • THE WEITZMAN INSTITUTE (WI) ESTABLISHED BY CHCI IN 2005 AND NOW A PROGRAM WITHIN MWHS, HAS BECOME A NATIONALLY RECOGNIZED RESEARCH INSTITUTE WITH FUNDING FROM MULTIPLE PRIVATE AND PUBLIC SERVICES. THE WI DISSEMINATES THE RESULTS OF ITS RESEARCH BROADLY THROUGH PEER REVIEWED PUBLICATIONS, NATIONAL WEBINARS, AND TRAININGS INCLUDING AN ANNUAL SYMPOSIUM FEATURING NATIONALLY PROMINENT FACULTY. THE WI ALSO IS HOME TO CHCI'S QUALITY IMPROVEMENT AND POPULATION HEALTH MANAGEMENT WORK, LEADING THE ORGANIZATION'S PERFORMANCE IMPROVEMENT PLAN AND PROVIDING COACHING, DATA AND SUPPORT TO CLINICAL AND OPERATIONS STAFF IN DESIGNING AND CARRYING OUT QUALITY IMPROVEMENT ACTIVITIES. THE WI HAS AN OFFICE IN WASHINGTON, DC WITH A POLICY FOCUS AND IS HOME TO A HEALTH POLICY FELLOWSHIP. THE WI ALSO CONTINUES TO TRAIN PROVIDERS ALL ACROSS THE COUNTRY CURRENTLY IN PRACTICE THROUGH ITS MENU OF "PROJECT ECHO" CLINICAL EDUCATION AND SUPPORT WEBINARS IN CLINICAL AREAS OF HIGH COMPLEXITY.

    Expenses $1,445,318 · Revenue $393,012

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gary Reid

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 6 related

  • Terry Danaher

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Angela Anthony

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Joseph Vincent

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Rose Ventura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Sandra Micalizzi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mary Guzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Carol Magner - Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jill Maconi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mark Keeley

    CFO (LEFT 5/2023)

    Total calculated
    $0
    Hours/week
    2 + 52.1 related

  • Mark Masselli

    PRESIDENT & CEO

    Total calculated
    $859,753
    From this org
    $0
    From related orgs
    $812,533
    Other
    $47,220
    Hours/week
    2 + 52.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,949 related
    Bonus
    $0 + $189,121 related
    Other
    $0 + $7,463 related
    Deferred
    $0 + $30,899 related
    Nontaxable benefits
    $0 + $16,321 related
    Filer's total
    $0 + $859,753 related

  • Jason Pniewski

    CFO (FROM 5/2023)

    Total calculated
    $225,512
    From this org
    $0
    From related orgs
    $201,822
    Other
    $23,690
    Hours/week
    2 + 52.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,552 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $270 related
    Deferred
    $0 + $16,685 related
    Nontaxable benefits
    $0 + $7,005 related
    Filer's total
    $0 + $225,512 related

  • Meredith Johnson

    COO

    Total calculated
    $309,420
    From this org
    $0
    From related orgs
    $278,264
    Other
    $31,156
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,332 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $8,932 related
    Deferred
    $0 + $31,156 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $309,420 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

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)

PART I, LINE 3
COMMUNITY HEALTH CENTER, INC. ("CHC"), A RELATED 501(C)(3), PAID ALL SALARIES FOR OFFICERS THROUGH DECEMBER 31, 2022. BEGINNING JANUARY 1, 2023, MWHS WILL TAKE OVER PAYMENT OF THESE SALARIES GOING FORWARD. CHC USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401369349303925

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