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Nonprofiteer
← UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC

Form 990 for tax year 2023

Filed by UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC.

Totals

Total revenue
$2,892,477
Total expenses
$437,469
Contributions and grants received
$2,557,254
Grants paid
$35,831
Program service revenue
$0
Investment income
$335,152
Other revenue
$71
Total assets, end of year
$7,246,954
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,246,954
Program services expenses (Part IX)
$38,316
Management and general expenses
$151,291
Fundraising expenses
$247,862
Program service expenses (Part III)
$38,316

Program services were 8.8% 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

    $2,557,254

  • 3 · Investment income

    total $154,969 · excluded $154,969

  • 7a · Gross sales of assets other than inventory

    securities $791,288

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

    securities $611,105

  • 7c · Gain or loss

    securities $180,183

  • 7d · Net gain or loss

    total $180,183 · excluded $180,183

  • 11a · Other revenue: OTHER REVENUE

    total $71 · excluded $71

  • 11e · Other revenue, total

    $71

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,831 · program services $35,831

  • 7 · Other salaries and wages

    total $333,641 · management and general $131,549 · fundraising $202,092

  • 8 · Pension plan contributions

    total $12,725 · management and general $7,253 · fundraising $5,472

  • 9 · Other employee benefits

    total $8,032 · management and general $4,579 · fundraising $3,453

  • 10 · Payroll taxes

    total $10,485 · management and general $5,977 · fundraising $4,508

  • 11g · Fees: other

    total $7,438 · fundraising $7,438

  • 12 · Advertising and promotion

    total $1,277 · fundraising $1,277

  • 13 · Office expenses

    total $645 · fundraising $645

  • 17 · Travel

    total $1,763 · management and general $1,763

  • 24a · Other expenses: DONOR RECOGNITION AND C

    total $22,977 · fundraising $22,977

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $2,485 · program services $2,485

  • 24e · All other expenses

    total $170 · management and general $170

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,626,216 · end of year $10,000

  • 3 · Pledges and grants receivable

    beginning of year $704,577 · end of year $2,299,314

  • 11 · Investments: publicly traded securities

    beginning of year $2,328,675 · end of year $2,911,781

  • 15 · Other assets

    beginning of year $255,235 · end of year $2,025,859

  • 27 · Net assets without donor restrictions

    beginning of year $2,640,778 · end of year $2,523,089

  • 28 · Net assets with donor restrictions

    beginning of year $2,273,925 · end of year $4,723,865

Mission and programs · 2023

Mission

TO RAISE AND MANAGE FUNDS IN SUPPORT OF UNITED MEMORIAL MEDICAL CENTER.

  • THE UNITED MEMORIAL MEDICAL CENTER FOUNDATION IS AN INCORPORATED NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO SECURE, MAINTAIN, AND DISTRIBUTE RESOURCES THAT PROMOTE AND SUPPORT COMMUNITY HEALTHCARE THROUGH UMMC AND IT'S AFFILIATES.

    Expenses $38,316 · Grants $35,831

As filed on the 2023 return.

Listed in Part VII

  • Tracy Ford

    BOARD PRESIDENT

    Total calculated
    $111,713
    From this org
    $0
    From related orgs
    $105,123
    Other
    $6,590
    Hours/week
    1 + 40 related

  • Michael McKenzie

    BOARD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Samantha Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca McGee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Davis PhD

    CEO

    Total calculated
    $3,137,090
    From this org
    $0
    From related orgs
    $3,082,209
    Other
    $54,881
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,672,483 related
    Bonus
    $0 + $1,409,726 related
    Other
    $0
    Deferred
    $0 + $46,168 related
    Nontaxable benefits
    $0 + $8,713 related
    Filer's total
    $0 + $3,137,090 related

  • Anne Bezon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erik Fix

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Mulcahy

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Loffredo Do

    DIRECTOR

    Total calculated
    $758,686
    From this org
    $0
    From related orgs
    $754,684
    Other
    $4,002
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,542 related
    Bonus
    $0 + $161,142 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,002 related
    Filer's total
    $0 + $758,686 related

  • Christopher Mullen

    SECRETARY

    Total calculated
    $125,542
    From this org
    $0
    From related orgs
    $125,542
    Other
    $0
    Hours/week
    1 + 40 related

  • Laurie Pfaff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kati Sisson

    DIRECTOR

    Total calculated
    $182,773
    From this org
    $0
    From related orgs
    $172,554
    Other
    $10,219
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,176 related
    Bonus
    $0 + $33,378 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,219 related
    Filer's total
    $0 + $182,773 related

  • Steve Tanner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Mlyniec

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Patnode

    DIRECTOR

    Total calculated
    $149,887
    From this org
    $0
    From related orgs
    $146,276
    Other
    $3,611
    Hours/week
    1 + 40 related

  • Theresa Demars

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacob Hale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly McVay

    DIRECTOR

    Total calculated
    $57,961
    From this org
    $0
    From related orgs
    $57,491
    Other
    $470
    Hours/week
    1 + 40 related

  • Lauren Whiting

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Crilly

    CFO

    Total calculated
    $1,579,020
    From this org
    $0
    From related orgs
    $1,424,419
    Other
    $154,601
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $696,555 related
    Bonus
    $0 + $726,450 related
    Other
    $0 + $1,414 related
    Deferred
    $0 + $145,610 related
    Nontaxable benefits
    $0 + $8,991 related
    Filer's total
    $0 + $1,579,020 related

  • Hugh Thomas

    CAO

    Total calculated
    $1,739,491
    From this org
    $0
    From related orgs
    $1,730,390
    Other
    $9,101
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,323 related
    Bonus
    $0 + $474,557 related
    Other
    $0 + $788,510 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,101 related
    Filer's total
    $0 + $1,739,491 related

  • Jennifer Eslinger

    COO

    Total calculated
    $1,305,382
    From this org
    $0
    From related orgs
    $1,294,014
    Other
    $11,368
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $748,219 related
    Bonus
    $0 + $545,795 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,368 related
    Filer's total
    $0 + $1,305,382 related

  • Kelly McCormick-Sullivan

    PRESIDENT, FOUNDATIONS

    Total calculated
    $325,520
    From this org
    $0
    From related orgs
    $314,344
    Other
    $11,176
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $106,627 related
    Bonus
    $0 + $70,616 related
    Other
    $0 + $137,101 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,176 related
    Filer's total
    $0 + $325,520 related

  • Daniel Ireland

    PRESIDENT, FINGER LAKES RURAL HOSPITALS

    Total calculated
    $445,111
    From this org
    $0
    From related orgs
    $440,870
    Other
    $4,241
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,161 related
    Bonus
    $0 + $94,709 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,241 related
    Filer's total
    $0 + $445,111 related

  • Kelly Gagan

    PRESIDENT, FOUNDATIONS

    Total calculated
    $229,900
    From this org
    $0
    From related orgs
    $229,849
    Other
    $51
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,849 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $51 related
    Filer's total
    $0 + $229,900 related

  • Lori Aratari

    SENIOR DEVELOPMENT OFFICER

    Total calculated
    $111,795
    From this org
    $108,617
    From related orgs
    $0
    Other
    $3,178
    Hours/week
    40

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS IS ESTABLISHED USING THE FOLLOWING: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEYS AND STUDIES - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ON AN ANNUAL BASIS, THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE SALARIES FOR ALL EXECUTIVES TO ENSURE SUCH SALARIES ARE CONSISTENT WITH MARKET SALARIES PAID TO SIMILARLY SITUATED EXECUTIVES. IN ADDITION, A COMPENSATION COMMITTEE REVIEWS THIS INFORMATION ANNUALLY AND IT IS THEN APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. FINALLY, EXECUTIVES RECEIVE A WRITTEN LETTER OUTLINING THE SPECIFICS OF THE COMPENSATION AGREEMENT AND THEIR EXPECTED PERFORMANCE.
PART I, LINES 4A-B
REGIONAL HEALTH. THE ORGANIZATION MAINTAINS A SECTION 457(F) PLAN WHICH WOULD BE CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN 2023.
PART II, COLUMN C:
RETIREMENT AND OTHER DEFERRED COMPENSATION - THIS COLUMN IS REFLECTIVE OF THE ACTUARIAL CHANGE IN DEFINED BENEFIT PENSION PLAN AND POST-RETIREMENT BENEFITS FOR THE TAX YEAR.

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.

  • NW ASSOCIATES LP

    RELATED · R/E LEASING · NY · 73.61% owned

    Directly controlled by NWCH

  • PARMA SENIOR HOUSING

    HILTON PROJ · NY

  • UNITY SENIOR HOUSING

    MOORE PK · NY

Related corporations and trusts

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

  • ACM MEDICAL LABORATORY INC

    C · CLINICAL LAB · NY

    Directly controlled by PRH INC

  • GRACO RISK RETENTION GROUP INC

    C · INSURANCE · SC · 100% owned

    Directly controlled by RGH

  • GREATER ROCHESTER ASSURANCE COMPANY LTD

    C · INSURANCE · CJ · 100% owned

  • GREATER ROCHESTER INDEPENDENT PRACTICE ASSOCIATION INC

    C · INDEPENDENT PRACTICE ASSOCIATION · NY · 50% owned

  • NWA INC

    C · R/E LEASING · NY · 100% owned

    Directly controlled by NWCH

  • PARMA SENIOR HOUSING LLC

    C · SENIOR HOUSING · NY

    Directly controlled by ROCHESTER REGIONAL HEALTH

  • PRH INC

    C · MEDICAL LAB · NY

    Directly controlled by ROCHESTER REGIONAL HEALTH

  • ROCHESTER GENERAL HEALTH SYSTEM DIALYSIS INC

    C · DIALYSIS · NY · 100% owned

    Directly controlled by RGHS

  • UNITY HEALTH SYSTEM PURCHASING GROUP LLC

    C · SENIOR HOUSING · NY

    Directly controlled by ROCHESTER REGIONAL HEALTH

  • UNITY SENIOR HOUSING CORP

    C · SENIOR HOUSING · NY

    Directly controlled by ROCHESTER REGIONAL HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433199349304303

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