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

Form 990 for tax year 2024

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

Totals

Total revenue
$1,941,367
Total expenses
$966,451
Contributions and grants received
$932,694
Grants paid
$688,594
Program service revenue
$0
Investment income
$897,096
Other revenue
$111,577
Total assets, end of year
$21,600,916
Total liabilities, end of year
$148,428
Net assets or fund balances, end of year
$21,452,488
Program services expenses (Part IX)
$964,676
Management and general expenses
$1,775
Fundraising expenses
$0
Program service expenses (Part III)
$964,676

Program services were 99.8% 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.

  • 1c · Fundraising events

    $84,666

  • 1f · All other contributions, gifts and grants

    $848,028

  • 3 · Investment income

    total $596,938 · excluded $596,938

  • 7a · Gross sales of assets other than inventory

    securities $2,727,954

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

    securities $2,427,796

  • 7c · Gain or loss

    securities $300,158

  • 7d · Net gain or loss

    total $300,158 · excluded $300,158

  • 8a · Fundraising events: gross income

    $227,516

  • 8a · Fundraising events: contributions included on line 1c

    $84,666

  • 8b · Fundraising events: direct expenses

    $115,939

  • 8c · Net income from fundraising events

    total $111,577 · excluded $111,577

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $688,594 · program services $688,594

  • 11f · Fees: investment management

    total $102,703 · program services $102,703

  • 13 · Office expenses

    total $1,775 · management and general $1,775

  • 24a · Other expenses: PROVISION FOR BAD DEBT

    total $173,379 · program services $173,379

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,805,878 · end of year $2,053,766

  • 2 · Savings and temporary cash investments

    beginning of year $3,245,314 · end of year $3,282,503

  • 3 · Pledges and grants receivable

    beginning of year $714,458 · end of year $745,792

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,981 · end of year $16,981

  • 11 · Investments: publicly traded securities

    beginning of year $13,497,570 · end of year $15,501,874

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,223 · end of year $90,027

  • 25 · Other liabilities

    beginning of year $52,873 · end of year $58,401

  • 27 · Net assets without donor restrictions

    beginning of year $16,151,488 · end of year $18,452,014

  • 28 · Net assets with donor restrictions

    beginning of year $2,988,617 · end of year $3,000,474

Mission and programs · 2024

Mission

PROVIDE FUNDS FOR SAMARITAN MEDICAL CENTER AND AFFILIATES TO HELP THEM PROVIDE A COMPREHENSIVE HEALTH CARE SYSTEM SERVING JEFFERSON, LEWIS, ST. LAWRENCE AND NORTHERN OSWEGO COUNTIES.

Activities or mission (Part I)

THE SAMARITAN MEDICAL CENTER FOUNDATION'S MISSION IS TO RAISE MONIES AND PLANNED GIFTS AND TO ENSURE THE GROWTH OF THE FOUNDATION'S INVESTMENT POLICY TO HELP SUPPORT THE MISSION OF SAMARITAN MEDICAL CENTER AND ITS TAX-EXEMPT AFFILIATES.

  • PROVIDE FUNDS FOR SAMARITAN MEDICAL CENTER, SAMARITAN KEEP HOME AND SAMARITAN SUMMIT VILLAGE.

    Expenses $964,676 · Grants $688,594

As filed on the 2024 return.

Listed in Part VII

  • KIMBERLY LACLAIR

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • 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
    $1,195,670
    From this org
    $0
    From related orgs
    $1,132,728
    Other
    $62,942
    Hours/week
    0.5 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,173 related
    Bonus
    $0 + $364,370 related
    Other
    $0 + $5,185 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $49,142 related
    Filer's total
    $0 + $1,195,670 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 JAN-MAY 2024

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M ANDREW SHORT

    TRUSTEE/COO OF SMC

    Total calculated
    $554,488
    From this org
    $0
    From related orgs
    $502,510
    Other
    $51,978
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,002 related
    Bonus
    $0 + $66,758 related
    Other
    $0 + $20,750 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $31,278 related
    Filer's total
    $0 + $554,488 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

  • PATRICIA FRITH DO

    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

  • DENISE YOUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN POGGI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEC JOHNSON

    2ND VICE CHAIR

    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

  • DANA KEEFER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MAURA SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE SPRAGUE-WRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHELBY MORGIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY SWEENEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIM REDDICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BETHANY TODD MAY-PRESENT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAXINE BRIGGS

    CFO/TREASURER

    Total calculated
    $662,578
    From this org
    $0
    From related orgs
    $609,760
    Other
    $52,818
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,062 related
    Bonus
    $0 + $92,698 related
    Other
    $0 + $23,000 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $32,118 related
    Filer's total
    $0 + $662,578 related

  • ELIZABETH FIPPS

    VP FOUNDATION AND COMMUNITY

    Total calculated
    $317,016
    From this org
    $0
    From related orgs
    $281,063
    Other
    $35,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $238,014 related
    Bonus
    $0 + $31,148 related
    Other
    $0 + $11,901 related
    Deferred
    $0 + $14,904 related
    Nontaxable benefits
    $0 + $21,049 related
    Filer's total
    $0 + $317,016 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

  • 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 2024: MAXINE BRIGGS- $23,000 MICHAEL SHORT - $20,750

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
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202523039349302452

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