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Nonprofiteer
← POCONO HEALTH SYSTEM MEDICAL PROFESSIONAL LIABILITY SELF INS TR

Form 990 for tax year 2024

Filed by POCONO HEALTH SYSTEM MEDICAL PROFESSIONAL LIABILITY SELF INS TR.

Totals

Total revenue
$11,947
Total expenses
-$624,902
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$11,947
Other revenue
$0
Total assets, end of year
$3,453,045
Total liabilities, end of year
$680
Net assets or fund balances, end of year
$3,452,365
Program services expenses (Part IX)
-$635,129
Management and general expenses
$10,227
Fundraising expenses
$0
Program service expenses (Part III)
-$635,129

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.

  • 3 · Investment income

    total $111,965 · excluded $111,965

  • 7a · Gross sales of assets other than inventory

    securities $1,846,524

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

    securities $1,946,542

  • 7c · Gain or loss

    securities -$100,018

  • 7d · Net gain or loss

    total -$100,018 · excluded -$100,018

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,227 · management and general $10,227

  • 23 · Insurance

    total -$635,129 · program services -$635,129

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $341,181 · end of year $695,679

  • 7 · Other notes and loans receivable

    beginning of year $275,000 · end of year $592,869

  • 11 · Investments: publicly traded securities

    beginning of year $2,510,597 · end of year $2,164,497

  • 25 · Other liabilities

    beginning of year $626,534 · end of year $680

  • 27 · Net assets without donor restrictions

    beginning of year $2,500,244 · end of year $3,452,365

Mission and programs · 2024

Mission

OUR MISSION IS WHO WE ARE AND WHAT WE DO: TO PROVIDE WORLD-CLASS CARE CLOSE TO HOME. OUR VISION IS WHAT WE AIM FOR: TO BEST SERVE OUR COMMUNITY TO BUILD A HEALTHIER COMMUNITY.

Activities or mission (Part I)

HOLDING OF FUNDS FOR SELF-INSURANCE PROGRAM FOR GENERAL AND PROFESSIONAL LIABILITY.

  • THE TRUST WAS CREATED FOR THE PURPOSE OF ACCUMULATING AND HOLDING FUNDS FOR USE IN THE SELF-INSURANCE PROGRAM FOR PROFESSIONAL LIABILITY RISKS. THE TRUST HOLDS FUNDS ON BEHALF OF LEHIGH VALLEY HOSPITAL-POCONO AND ITS NOT-FOR-PROFIT AFFILIATED CORPORATIONS, INCLUDING FAMILY CARE CENTERS, INC., POCONO HEALTH FOUNDATION, AND POCONO VNA-HOSPICE.

    Expenses -$635,129 · Revenue $11,947

As filed on the 2024 return.

Listed in Part VII

  • Pnc Bank

    TRUSTEE

    Total calculated
    $10,227
    From this org
    $10,227
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joseph L Pinto Mha

    PRESIDENT

    Total calculated
    $383,848
    From this org
    $0
    From related orgs
    $359,126
    Other
    $24,722
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,181 related
    Bonus
    $0 + $50,243 related
    Other
    $0 + -$8,298 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,722 related
    Filer's total
    $0 + $383,848 related

  • Cornelio R Catena

    FORMER PRESIDENT

    Total calculated
    $880,733
    From this org
    $0
    From related orgs
    $794,574
    Other
    $86,159
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $642,802 related
    Bonus
    $0 + $138,447 related
    Other
    $0 + $13,325 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $86,159 related
    Filer's total
    $0 + $880,733 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
THE PRESIDENT, JOSEPH L. PINTO, IS COMPENSATED BY LEHIGH VALLEY HOSPITAL (LVH), A RELATED ORGANIZATION. LVH USES THE FOLLOWING METHODS TO DETERMINE THEIR COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, 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.

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.

  • 1100 WALNUT ASSOCIATES LLP

    MEDICAL OFFICE · PA

  • CHERRY HILL SURGERY CENTER LLC

    SURGERY CENTER · NJ

  • CHP-LVHN JV LLC

    HOSPITAL OPERATIONS · DE

  • EASTERN PENNSYLVANIA ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • FAIRGROUNDS MEDICAL CENTER

    REAL ESTATE · PA

  • HAZLETON SURGERY CENTER LLC

    HEALTH SERVICES · PA

  • JEFF UNIVERSITY RADIOLOGY ASSOCIATES LLC

    HEALTH SERVICES · PA

  • JEFFERSON-SOLIS MAMMOGRAPHY SERVICES LLC

    HEALTH SERVICES · DE

  • JEFFHEDGE LLC

    INVESTMENTS · DE

  • JUNIATA MEDICAL BUILDING PARTNERS

    MEDICAL OFFICE BUILDING · PA

  • LEHIGH VALLEY IMAGING LLC

    HEALTH SERVICES · PA

  • LVHN RECIPROCAL RISK RETENTION GROUP (FINAL 06-30-2025)

    INSURANCE · PA

  • MLJH LLC

    INVESTMENTS · PA

  • MONROE ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • NAZARETH ENDOSCOPY CENTER LLC

    HEALTH SERVICES · PA

  • PGC ENDOSCOPY CENTER FOR EXCELLENCE LLC

    MEDICAL SERVICES · PA

  • POCONO AMBULATORY SURGERY CENTER LTD

    HEALTH SERVICES · PA

  • POCONO HEALTH SYSTEM INVESTMENT COLLABORATIVE LP

    INVESTMENTS · PA

  • RIVERVIEW SURGERY CENTER AT THE NAVY YARD GENERAL PARTNER LLC

    HEALTH SERVICES · PA

  • RIVERVIEW SURGERY CENTER AT THE NAVY YARD LP

    SURGERY CENTER · PA

  • ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL LLC

    HEALTH SERVICES · PA

  • SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP

    REAL ESTATE · PA

  • TMB ENTERPRISES PARTNERSHIP

    MEDICAL OFFICE BUILDING · PA

  • UHS-LVHN JV LLC

    HOSPITAL OPERATIONS · PA

Related corporations and trusts

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

  • 925 WALNUT CORP

    S · REAL ESTATE · PA

  • ATRIUM CORPORATION

    C · HEALTH SERVICES · PA

  • BILDEX CORP

    C · REAL ESTATE · PA

  • CARBON SCHUYLKILL ENDOSCOPY CENTER INC

    S · HEALTH SERVICES · PA

  • CMMC INC

    C · REAL ESTATE · PA

  • EINSTEIN HEALTHCARE SYSTEMS INC

    C · INACTIVE · PA

  • HEALTH CARE INC

    C · HEALTH SERVICES · PA

  • HEALTHMARK INC

    C · INACTIVE · PA

  • JEFFCARE INC

    C · HEALTH SERVICES · PA

  • JEFFERSON HEALTH NEW JERSEY DIRECT PRIMARY CARE PC

    C · HEALTH SERVICES · NJ

  • JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA PC

    C · INACTIVE · CA

  • KENNEDY ACCESS INCORPORATED

    C · INVESTMENTS · NJ

  • KENNEDY MANAGEMENT GROUP INC

    C · INACTIVE · NJ

  • LEHIGH VALLEY HEALTH SERVICES INC

    C · HEALTH SERVICES · PA

  • LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC

    C · HEALTH SERVICES · PA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE INC (FINAL 06-30-2025)

    C · INACTIVE · PA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE PC (FINAL 06-30-2025)

    C · INACTIVE · NJ

  • NETWORK PHYSICIANS OF NEW JERSEY PC

    C · HEALTH SERVICES · NJ

  • PARTNERS INSURANCE COMPANY OF NEW JERSEY INC

    C · INSURANCE · NJ

  • PARTNERS INSURANCE COMPANY INC

    C · INSURANCE · PA

  • POPULYTICS INC

    C · HEALTH SERVICES · PA

  • REHAB VENTURES INC

    C · INACTIVE · PA

  • SCHUYLKILL MEDICAL PLAZA INC

    C · CONDOMINIUM ASSOCIATION · PA

  • SPECTRUM HEALTH VENTURES INC

    C · HEALTH SERVICES · PA

  • SYSTEM SERVICE CORPORATION

    C · HOLDING COMPANY · DE

  • TF DEVELOPMENT LTD

    C · REAL ESTATE · PA

  • TJU INC

    C · REAL ESTATE · PA

  • WALNUT REALTY COMPANY

    C · REAL ESTATE · PA

Provenance

Return type
form_990
Tax year
2024
Filed
10 June 2026
IRS schema version
2024v5.5
Source object
202621619349300737

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