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Nonprofiteer
← THE SAMARITAN MEDICAL CENTER FOUNDATION OF NORTHERN NEW YORK IN

Form 990 for tax year 2022

Filed by THE SAMARITAN MEDICAL CENTER FOUNDATION OF NORTHERN NEW YORK IN.

Totals

Total revenue
$692,434
Total expenses
$461,570
Contributions and grants received
$392,122
Grants paid
$322,204
Program service revenue
$0
Investment income
$304,338
Other revenue
-$4,026
Total assets, end of year
$17,117,151
Total liabilities, end of year
$253,310
Net assets or fund balances, end of year
$16,863,841
Program services expenses (Part IX)
$443,015
Management and general expenses
$18,555
Fundraising expenses
$0
Program service expenses (Part III)
$443,015

Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIMBERLY LACLAIR

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANA KEEFER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NANCY MARTEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN WHEELER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS H CARMAN

    PRESIDENT & CEO OF SMC

    Total calculated
    $938,040
    From this org
    $0
    From related orgs
    $880,166
    Other
    $57,874
    Hours/week
    0.5 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,733 related
    Bonus
    $0 + $174,933 related
    Other
    $0 + $5,500 related
    Deferred
    $0 + $11,200 related
    Nontaxable benefits
    $0 + $46,674 related
    Filer's total
    $0 + $938,040 related

  • DAVID ADSIT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANKLIN D CEAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY WARDWELL-DONAHUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • MAUREEN K LUNDY-WAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAJA LUNDBORG-GRAY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE B QUENCER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • IRENE CARMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M ANDREW SHORT

    TRUSTEE/COO OF SMC

    Total calculated
    $424,162
    From this org
    $0
    From related orgs
    $390,172
    Other
    $33,990
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,592 related
    Bonus
    $0
    Other
    $0 + $18,580 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $27,890 related
    Filer's total
    $0 + $424,162 related

  • PATRICIA I TAGUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOAN TREADWELL-WOODS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • DAVID VANEENENAAM MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAMANTHA ROBBINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • LISA WEBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MELANIE PARKER-GEURTSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL YONKOVIG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIAN FRASER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER PIKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN POGGI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEC JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN PIERCE

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CORRY LAWLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAXINE BRIGGS

    CFO/TREASURER

    Total calculated
    $499,877
    From this org
    $0
    From related orgs
    $453,847
    Other
    $46,030
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,347 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $17,300 related
    Nontaxable benefits
    $0 + $28,730 related
    Filer's total
    $0 + $499,877 related

  • ELIZABETH FIPPS

    VP FOUNDATION AND COMMUNIT

    Total calculated
    $247,928
    From this org
    $242,357
    From related orgs
    $0
    Other
    $5,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,820
    Bonus
    $0
    Other
    $11,537
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $242,357

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 2022: MAXINE BRIGGS- $20,500 ELIZABETH FIPPS- $11,537 MICHAEL SHORT - $18,580

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349311259

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