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← NDH FOUNDATION

Form 990 for tax year 2022

Filed by NDH FOUNDATION.

Totals

Total revenue
$4,837,091
Total expenses
$2,206,085
Contributions and grants received
$4,757,054
Grants paid
$1,300,150
Program service revenue
$0
Investment income
$80,037
Other revenue
$0
Total assets, end of year
$7,994,625
Total liabilities, end of year
$555,196
Net assets or fund balances, end of year
$7,439,429
Program services expenses (Part IX)
$1,300,150
Management and general expenses
$905,935
Fundraising expenses
$0
Program service expenses (Part III)
$1,300,150

Program services were 58.9% 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

    $4,757,054

  • 1g · Noncash contributions included above

    $3,055,796

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $80,402 · related or exempt $0 · unrelated business $0 · excluded $80,402

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $3,055,796 · other assets $0

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

    securities $3,056,161 · other assets $0

  • 7c · Gain or loss

    securities -$365 · other assets $0

  • 7d · Net gain or loss

    total -$365 · related or exempt $0 · unrelated business $0 · excluded -$365

  • 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 $1,300,150 · program services $1,300,150

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11f · Fees: investment management

    total $14,736 · program services $0 · management and general $14,736 · fundraising $0

  • 11g · Fees: other

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

  • 16 · Occupancy

    total $3,996 · program services $0 · management and general $3,996 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $203 · program services $0 · management and general $203 · fundraising $0

  • 24a · Other expenses: Allocation of shared expenses

    total $887,000 · program services $0 · management and general $887,000 · fundraising $0

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,983,150 · end of year $1,563,245

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $624,457 · end of year $1,254,137

  • 4 · Accounts receivable

    beginning of year $14,917 · 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $3,053

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

    $1,883

  • 10c · Land, buildings and equipment, net

    beginning of year $1,374 · end of year $1,170

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $4,725,175 · end of year $5,171,216

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $9,485 · end of year $4,857

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,646 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $4,205

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,698,349 · end of year $550,991

  • 27 · Net assets without donor restrictions

    beginning of year $663,029 · end of year $303,465

  • 28 · Net assets with donor restrictions

    beginning of year $3,995,534 · end of year $7,135,964

Mission and programs · 2022

Mission

THE MISSION OF NDH FOUNDATION IS TO RAISE FUNDS, REINVEST AND ADMINISTER THESE FUNDS AND MAKE DISTRIUBTIONS TO NORTHERN DUTCHESS HOSPITAL AND OTHER NOT-FOR-PROFIT AFFILIATES.

Activities or mission (Part I)

FUNDRAISING FOR SUPPORT OF NORTHERN DUTCHESS HOSPITAL'S SERVICES AND PROGRAMS

  • THE NDH FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION LOCATED IN RHINEBECK, NY. THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF SOLICITING, RECEIVING, HOLDING, INVESTING AND ADMINISTERING CONTRIBUTIONS ON BEHALF OF NORTHERN DUTCHESS HOSPITAL AND OTHER NOT-FOR-PROFIT HEALTHCARE AFFILIATES.

    Expenses $1,300,150 · Grants $1,300,150

As filed on the 2022 return.

Listed in Part VII

  • Addam Rakow

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Kristin Hutchins

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Erin Hayes

    DIRECTOR (FROM 01/01)

    Total calculated
    $0
    Hours/week
    0.5

  • Lawrie Bird Firestone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lewis Ruge

    DIRECTOR (TO 12/31)

    Total calculated
    $0
    Hours/week
    0.5 + 4 related

  • Matthew Van Wormer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Richard Frankel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sean Kemp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Timothy Hoolihan

    DIRECTOR (TO 12/31)

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Wyatt

    SECRETARY & CHIEF LEGAL OFFICER (FROM 01/01)

    Total calculated
    $410,879
    From this org
    $0
    From related orgs
    $350,253
    Other
    $60,626
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,136 related
    Bonus
    $0 + $51,000 related
    Other
    $0 + $2,117 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $42,326 related
    Filer's total
    $0 + $410,879 related

  • Carolyn McKenna

    SECRETARY & CHIEF LEGAL OFFICER (TO12/31)

    Total calculated
    $902,383
    From this org
    $0
    From related orgs
    $811,715
    Other
    $90,668
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $575,435 related
    Bonus
    $0 + $155,000 related
    Other
    $0 + $81,280 related
    Deferred
    $0 + $88,260 related
    Nontaxable benefits
    $0 + $2,408 related
    Filer's total
    $0 + $902,383 related

  • Daniel Debarba

    CHIEF FINANCIAL OFFICER; TREASURER (FROM 01/01)

    Total calculated
    $318,307
    From this org
    $0
    From related orgs
    $275,184
    Other
    $43,123
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,926 related
    Bonus
    $0
    Other
    $0 + $7,258 related
    Deferred
    $0 + $33,150 related
    Nontaxable benefits
    $0 + $9,973 related
    Filer's total
    $0 + $318,307 related

  • Grace Linhard

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $683,078
    From this org
    $0
    From related orgs
    $612,723
    Other
    $70,355
    Hours/week
    8.5 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,218 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $75,505 related
    Deferred
    $0 + $67,020 related
    Nontaxable benefits
    $0 + $3,335 related
    Filer's total
    $0 + $683,078 related

  • Steven H Rosenberg

    FORMER CFO/TREASURER (TO 12/31)

    Total calculated
    $1,407,109
    From this org
    $0
    From related orgs
    $1,257,989
    Other
    $149,120
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $725,696 related
    Bonus
    $0 + $366,729 related
    Other
    $0 + $165,564 related
    Deferred
    $0 + $135,180 related
    Nontaxable benefits
    $0 + $13,940 related
    Filer's total
    $0 + $1,407,109 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

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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
NDH FOUNDATION RELIED ON NUVANCE HEALTH, A RELATED TAX EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER Key EMPLOYEES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OR TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2022, THE AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION. FOR CALENDAR YEAR 2022, AMOUNTS EARNED BY KEY MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM WERE AS FOLLOWS: STEVEN H. ROSENBERG $108,180 CAROLYN MCKENNA $69,960 GRACE LINHARD $48,720 DANIEL DEBARBA $26,320

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • New Milford MRI LLC

    N/A · Inactive · CT

    Directly controlled by NA

  • Norwalk Surgery Center LLC

    N/A · Surgery Center · CT

    Directly controlled by NA

Related corporations and trusts

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

  • Nuvance Health Insurance Company Ltd

    C Corporation · MALPRACTICE · CJ

    Directly controlled by NUVANCE HEALTH

  • SWC Corporation

    C Corporation · PHARMACY · CT

    Directly controlled by NA

  • Taconic IPA Inc

    C Corporation · MEDICAL CARE · NY

    Directly controlled by NA

  • Vassar Health Quest Medical Practice of Connecticut Inc

    C Corporation · MEDICAL CARE · CT

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2024
IRS schema version
2022v5.0
Source object
202402219349300735

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