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Nonprofiteer
← POCONO HEALTH SYSTEM

Form 990 for tax year 2022

Filed by POCONO HEALTH SYSTEM.

Totals

Total revenue
$14,217
Total expenses
$118,330
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$14,217
Other revenue
$0
Total assets, end of year
$10,722,284
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,722,284
Program services expenses (Part IX)
$118,330
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$118,330

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.

  • 3 · Investment income

    total $14,217 · excluded $14,217

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: LOSS FROM JOINT VENTURE

    total $118,330 · program services $118,330

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $740,750 · end of year $0

  • 4 · Accounts receivable

    beginning of year $55,550 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,063,845 · end of year $2,989,333

  • 12 · Investments: other securities

    beginning of year $798,871 · end of year $798,871

  • 13 · Investments: program-related

    beginning of year $7,167,381 · end of year $6,934,080

  • 27 · Net assets without donor restrictions

    beginning of year $10,826,397 · end of year $10,722,284

Mission and programs · 2022

Mission

WE HEAL, COMFORT AND CARE FOR THE PEOPLE OF OUR COMMUNITY BY PROVIDING ADVANCED AND COMPASSIONATE HEALTH CARE OF SUPERIOR QUALITY AND VALUE SUPPORTED BY EDUCATION AND CLINICAL RESEARCH.

  • POCONO HEALTH SYSTEM (PHS) WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, PARTICULARLY TO SUPPORT THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL ACTIVITIES OF LEHIGH VALLEY HOSPITAL - POCONO, TO ESTABLISH AND MAINTAIN A HEALTH CARE SYSTEM, AND TO CARRY ON SUCH EDUCATIONAL, PHILANTHROPIC, AND SCIENTIFIC ACTIVITIES OR SUPPORT THESE ACTIVITIES. PHS MANAGES FIVE HEALTHCARE SUBSIDIARIES TO COLLECTIVELY PROVIDE SERVICES TO RESIDENTS AND VISITORS OF MONROE COUNTY AND SURROUNDING COUNTIES IN PENNSYLVANIA AND NEW JERSEY.THE FIVE HEALTHCARE SUBSIDIARIES INCLUDE:LEHIGH VALLEY HOSPITAL-POCONO (LVH-P) - THE HOSPITAL ORGANIZATION IS COMMITTED TO THE PREVENTION AND CARE OF ILLNESS, PROMOTION OF WELLNESS, AND RESTORATION OF HEALTH.POCONO AMBULATORY SERVICES, INC. (PAS) - SUPPORTS LVH-P BY ITS INVESTMENT IN AN AMBULATORY AND OUTPATIENT SURGICAL CENTER, POCONO AMBULATORY SURGERY CENTER.POCONO HEALTH FOUNDATION (PHF) - PROVIDES FUNDRAISING AND SUPPORT TO LVH-P. PHF ASSISTS ITS AFFILIATED NON-PROFIT ORGANIZATIONS IN FULFILLING THEIR MISSION TO MEET THE COMMUNITY'S NEED FOR HIGH QUALITY HEALTHCARE.POCONO VNA/HOSPICE (VNA) - PROVIDES HEALTH AND SUPPORT SERVICES TO PEOPLE IN THE COMMUNITY. SOME OF THE SERVICES INCLUDE: SKILLED NURSING, HOME HEALTH AIDES, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, DIETARY CONSULTING, AND SOCIAL WORK SERVICES.POCONO HEALTHCARE PARTNERS (PHP) - OWNER OF THE LEHIGH VALLEY PHARMACY SERVICES - POCONO. PHP MERGED INTO PMC EFFECTIVE 1/1/23.

    Expenses $118,330 · Revenue $14,217

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

Listed in Part VII

  • Andrew A Forte PhD

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • W Andrew Worthington Esq

    VICE CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cornelio R Catena

    PRESIDENT/TRUSTEE

    Total calculated
    $625,907
    From this org
    $0
    From related orgs
    $609,316
    Other
    $16,591
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,769 related
    Bonus
    $0 + $115,000 related
    Other
    $0 + $5,547 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,591 related
    Filer's total
    $0 + $625,907 related

  • Rajesh G Bhagat MD

    TREASURER/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Lynn A Courtright

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Edward C Dougherty MBA

    TRUSTEE

    Total calculated
    $1,029,342
    From this org
    $0
    From related orgs
    $1,006,183
    Other
    $23,159
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $634,362 related
    Bonus
    $0 + $238,140 related
    Other
    $0 + $133,681 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,159 related
    Filer's total
    $0 + $1,029,342 related

  • John M Pierro MBA

    TRUSTEE

    Total calculated
    $1,300,660
    From this org
    $0
    From related orgs
    $1,269,553
    Other
    $31,107
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $873,146 related
    Bonus
    $0 + $402,560 related
    Other
    $0 + -$6,153 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,107 related
    Filer's total
    $0 + $1,300,660 related

  • Kim Jordan

    TRUSTEE

    Total calculated
    $678,459
    From this org
    $0
    From related orgs
    $657,868
    Other
    $20,591
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,978 related
    Bonus
    $0 + $157,300 related
    Other
    $0 + $61,590 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,591 related
    Filer's total
    $0 + $678,459 related

  • Carolyn Bortz EdD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Grayuski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Kirkwood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debra Scocozza

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eric P Wilson MD

    TRUSTEE

    Total calculated
    $594,329
    From this org
    $0
    From related orgs
    $561,922
    Other
    $32,407
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,349 related
    Bonus
    $0 + $64,300 related
    Other
    $0 + $38,273 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,407 related
    Filer's total
    $0 + $594,329 related

  • Elizabeth Wise

    FORMER PRESIDENT/TRUSTEE

    Total calculated
    $38,189
    From this org
    $0
    From related orgs
    $37,387
    Other
    $802
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $34,812 related
    Bonus
    $0
    Other
    $0 + $2,575 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $802 related
    Filer's total
    $0 + $38,189 related

  • Thomas J Marchozzi MBA CPA

    FORMER TREASURER

    Total calculated
    $1,445,107
    From this org
    $0
    From related orgs
    $1,418,647
    Other
    $26,460
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $839,262 related
    Bonus
    $0 + $394,134 related
    Other
    $0 + $185,251 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,460 related
    Filer's total
    $0 + $1,445,107 related

  • William K Cors MD

    FORMER TRUSTEE

    Total calculated
    $471,516
    From this org
    $0
    From related orgs
    $453,640
    Other
    $17,876
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,446 related
    Bonus
    $0 + $63,657 related
    Other
    $0 + $14,537 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,876 related
    Filer's total
    $0 + $471,516 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)

PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2022: EDWARD C. DOUGHERTY, MBA, TRUSTEE - $130,875 KIM JORDAN, TRUSTEE - $59,797 THOMAS MARCHOZZI, MBA CPA, FORMER TRUSTEE - $185,009 THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL- POCONO, A RELATED ORGANIZATION, AND RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2022: ELIZABETH WISE, FORMER PRESIDENT/TRUSTEE - $1,741

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.

  • BELTWAY HEALTH LP (FINAL 12-31-2022)

    REAL ESTATE RENTALS · PA

  • CHP-LVHN JV LLC

    HOSPITAL OPERATIONS · DE

  • EASTERN PENNSYLVANIA ENDOSCOPY CENTER LLC

    ENDOSCOPY SERVICES · PA

  • FAIRGROUNDS MEDICAL CENTER

    REAL ESTATE RENTALS · PA

  • HAZLETON SURGERY CENTER LLC

    SURGICAL SERVICES · PA

  • HEALTH NETWORK LABORATORIES LLC

    LABORATORY SERVICES · PA

  • HEALTH NETWORK LABORATORIES LP

    LABORATORY SERVICES · PA

  • LEHIGH VALLEY IMAGING LLC

    IMAGING SERVICES · PA

  • LVHN RECIPROCAL RISK RETENTION GROUP

    INSURANCE SERVICES · PA

  • MONROE ENDOSCOPY CENTER LLC

    ENDOSCOPY SERVICES · PA

  • NAZARETH ENDOSCOPY CENTER LLC

    ENDOSCOPY SERVICES · PA

  • POCONO AMBULATORY SURGERY CENTER LTD

    SURGICAL SERVICES · PA

  • POCONO HEALTH SYSTEM INVESTMENT COLLABORATIVE LP

    INVESTMENT · INVESTMENTS · PA · 89.95% owned · share of income $42,376 · share of assets $6,567,564 · general or managing partner

    Directly controlled by POCONO HEALTH SYSTEM

  • SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP

    REAL ESTATE RENTALS · PA

  • UHS-LVHN JV LLC

    HOSPITAL OPERATIONS · PA

Related corporations and trusts

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

  • CH EYE SPECIALISTS PC (FINAL 12-31-2022)

    C · HEALTH CARE RELATED SERVICES · PA

  • CH UROLOGY SPECIALISTS PC (FINAL 12-31-2022)

    C · HEALTH CARE RELATED SERVICES · PA

  • HAZLETON SAINT JOSEPH MEDICAL OFFICE BUILDING INC (FINAL 12-31-2022)

    C · MEDICAL OFFICE RENTAL · PA

  • LEHIGH VALLEY ANESTHESIA SERVICES PC

    C · ANESTHESIA SERVICES · PA

  • LEHIGH VALLEY HEALTH SERVICES INC

    C · HEALTH CARE RELATED SERVICES · PA

  • LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC

    C · HEALTH CARE RELATED SERVICES · PA

  • LVHN COORDINATED PROFESSIONAL PRACTICE OF NJ PC

    C · PHYSICIAN PRACTICE ORGANIZATION · NJ

  • POPULYTICS INC

    C · HEALTH CARE RELATED SERVICES · PA

  • SCHUYLKILL HEALTH SYSTEM DEVELOPMENT CORPORATION

    C · REAL ESTATE RENTALS · PA

  • SCHUYLKILL MEDICAL PLAZA - CONDOMINIUM ASSOCIATION

    C · CONDOMINIUM ASSOCIATION · PA

  • SPECTRUM HEALTH VENTURES INC

    C · HEALTH CARE RELATED SERVICES · PA

  • WESTGATE PROFESSIONAL CENTER INC (FINAL 12-31-2022)

    C · REAL ESTATE RENTALS · PA

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421349349302842

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