Christian H Buhl Legacy Trust in Sharon, Pennsylvania (PA)

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Christian H Buhl Legacy Trust
Employer Identification Number (EIN)250979377
Name of OrganizationChristian H Buhl Legacy Trust
In Care of NameJeffrey A Chroback
Address7 West State Street, Sharon, PA 16146-1377
ActivitiesOther school related activities, Hospital
SubsectionCharitable Organization, Educational Organization
Ruling Date01/1951
DeductibilityContributions are deductible
FoundationHospital or medical research organization
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$130,724,779
Amount of Income$185,682,935
Form 990 Revenue Amount$169,985,966
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Community Health Systems


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Amount of income in 2013: $185,682,935
This organization: 

 $185,682,935
Other organizations performing similar types of work: 

 $58,371,666

Assets in 2013: $130,724,779
Christian H Buhl Legacy Trust: 

 $130,724,779
Other organizations performing similar types of work: 

 $115,495,398

Expenses in 2013: $161,635,272
Christian H Buhl Legacy Trust: 

 $161,635,272
Other organizations performing similar types of work: 

 $46,510,321

Income to expenses ratio in 2013: 1.1
Christian H Buhl Legacy Trust: 

 1.1
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 78.7%
Christian H Buhl Legacy Trust: 

 78.7%
Other organizations performing similar types of work: 

 86.6%

Number of employees in 2013: 1,854
This organization: 

 1,854
Other organizations performing similar types of work: 

 360

Employees paid over $100,000 in 2013: 5.5%
This organization: 

 5.5%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.4%
This organization: 

 0.4%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?YesYes
Did the organization attach a copy of its audited financial statements?YesYes
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?YesYes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesYes
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096108133
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1,9021,854
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$3,310,281$3,797,503
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$412,747$509,841
Total number of individuals who received more than $100,000 of reportable compensation from the organization4246
Total number of independent contractors who received more than $100,000 of compensation from the organization4556
Statement of Revenue
201120122013
Total revenue$171,687,563$184,300,177$169,985,966
Contributions, Gifts, Grants and Other Similar Amounts$620,901$1,378,382$612,815
Program Service Revenue$168,667,966$172,468,005$166,543,401
621990$163,998,651$154,794,535
Lessors of Nonresidential Buildings (except Miniwarehouses) $36,940$70,494
Pharmacies and Drug Stores $3,092,933$3,978,511
611600$369,131$273,867
Cafeterias, Grill Buffets, and Buffets $674,137$629,794
All other program service revenue$4,296,213$6,796,200
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$1,065,950$1,037,111$961,326
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$109$91$71
Net rental income$187,518$184,620$155,224
Gross rents (Real / Personal)$187,518 / $0$184,620 / $0$155,224 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$187,518 / $0$184,620 / $0$155,224 / $0
Net gain/loss from sales of assets other than inventory$303,733$118,547$739,114
Gross amount from sales of assets other than inventory (Securities / Other)$14,253,599 / $170,005$7,635,676 / $26,984$16,353,003 / $55,916
Less: cost or other basis and sales expenses (Securities / Other)$13,965,391 / $154,480$7,544,070 / $43$15,515,586 / $154,219
Gain or (loss) (Securities / Other)$288,208 / $15,525$91,606 / $26,941$837,417 / $-98,303
Net income/loss from fundraising events$8,716$-15,329$-13,602
Gross income from fundraising events$42,650$16,962$13,562
Less: direct expenses$33,934$32,291$27,164
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$832,670$9,128,750$987,617
900099$935,347$987,617
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$159,023,809$169,944,545$161,635,272
Grants and other assistance to domestic organizations and domestic governments$33,799$5,000
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,691,503$1,711,829$2,227,870
Compensation not included above, to disqualified persons$290,588$203,221
Other salaries and wages$57,482,684$57,079,361$56,057,856
Pension plan accruals and contributions$2,493,617$2,069,651
Other employee benefits$18,395,367$15,368,336
Payroll taxes$4,356,293$4,334,485$4,287,139
Fees for services (non-employees)
Management$0$2,382,238
Legal$1,260,706$712,643
Accounting$342,735$296,057
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$88,219$96,702
Other$20,649,348$18,352,617
Advertising and promotion$806,348$818,997
Office expenses$5,892,653$5,477,791
Information technology$1,828,285$1,700,688
Royalties$0$0
Occupancy$2,877,010$2,803,577
Travel$793,267$581,213
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$141,392$128,641
Interest$2,054,959$1,931,223
Payments to affiliates$0$0
Depreciation, depletion, and amortization$7,844,669$8,126,599
Insurance$4,626,614$4,720,348
Other expenses$8,228,632$26,537,578
Other expenses$26,986,528$5,726,237
Other expenses$455,183$437,385
Other expenses$469,631$332,548
Other expenses$0$253,117
Balance Sheet
201120122013
Total assets$125,506,249$135,056,906$130,724,779
Cash - non-interest-bearing$131,524$648,075
Savings and temporary cash investments$7,711,177$4,123,530
Pledges and grants receivable, net$390,643$414,227
Accounts receivable, net$16,009,049$16,947,107
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$434,876$396,583
Inventories for sale or use$3,929,669$3,420,639
Prepaid expenses and deferred charges$8,782,468$10,380,072
Land, buildings, and equipment: cost or other basis$54,614,627$49,393,363
Investments - publicly traded securities$34,301,458$34,804,168
Investments - other securities$5,351,335$5,973,532
Investments - program-related$0$0
Intangible assets$0$0
Other assets$3,400,080$4,223,483
Total liabilities$69,119,135$96,531,412$81,228,310
Accounts payable and accrued expenses$13,620,062$12,436,714
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$29,803,524$28,610,372$27,352,597
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$8,601,942$14,341,561$12,910,554
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$39,959,417$28,528,445
Total net assets or fund balances$56,387,114$38,525,494$49,496,469
Unrestricted net assets$37,857,518$49,014,340
Temporarily restricted net assets$667,976$482,129
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii)
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$105,210,867$113,128,131$119,783,961$132,311,118$137,349,808$143,987,656$143,863,067$150,969,058
Contributions, gifts, grants, and similar amounts received$1,003,933$1,122,411$1,400,096$1,067,863$1,928,356$1,625,484$1,009,718$691,415
Contributions to donor advised funds$0$0
Direct public support$632,536$254,768$285,657$338,318$575,296$215,276$286,923$460,340
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$371,397$867,643$1,114,439$729,545$1,353,060$1,410,208$722,795$231,075
Program service revenue including government fees and contracts$100,749,449$109,214,927$111,013,601$122,984,180$127,483,999$133,242,648$130,948,028$141,207,146
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$578,081$359,012$86,827$91,763$190,042$325,636$270,454$166,908
Dividends and interest from securities$617,664$704,845$756,093$2,339,635$1,405,539$2,239,369$1,683,783$1,107,866
Net rental income or (loss)$174,071$264,156$209,736$167,873$163,388$212,229$144,302$150,539
Gross rents$174,071$264,156$209,736$167,873$163,388$212,229$144,302$150,539
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$695,725
Gain or (loss) from sales of assets other than inventory$-61,868$-1,825,384$-20,584$-66,127$-156,048$-118,830$3,810,536$314,147
Gross amount from sales of assets other than inventory$19,581,426$23,282,251$45,507$31,819$23,720$7,850$16,787,938$5,038,566
Less: cost or other basis and sales expenses$19,643,294$25,107,635$66,091$97,946$179,768$126,680$12,977,402$4,724,419
Net income or (loss) from special events and activities$-27,367$0$-4,135$-3,414$-4,626$-4,472$-3,408$-5,078
Gross revenue$25,730$43,007$18,610$23,715$22,605$22,126$26,020$28,505
Less: direct expenses other than fundraising expenses$53,097$43,007$22,745$27,129$27,231$26,598$29,428$33,583
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$2,176,904$3,288,164$6,342,327$5,729,345$6,339,158$6,465,592$5,999,654$6,640,390
Total expenses$107,625,422$115,481,116$118,731,486$126,918,256$130,150,786$137,532,280$136,827,308$147,818,602
Program services$94,622,206$101,316,058$94,157,140$100,911,501$103,569,634$109,866,670$111,706,821$116,339,831
Management and general$12,799,484$13,969,579$24,551,591$25,979,626$26,581,152$27,665,610$25,120,487$31,478,771
Fundraising$203,732$195,479$22,755$27,129$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$47,661,146$40,545,116$31,440,698$39,527,313$46,655,573$55,627,355$54,361,930$49,779,359
Excess or (deficit) for the year$-2,414,555$-2,352,985$1,052,475$5,392,862$7,199,022$6,455,376$7,035,759$3,150,456
Net assets or fund balances at beginning of year$51,745,586$47,661,146$40,545,116$31,440,698$39,527,313$46,655,573$55,627,355$54,361,930
Other changes in net assets or fund balances$-1,669,885$-4,763,045$-10,156,893$2,693,753$-70,762$2,516,406$-8,301,184$-7,733,027
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$147,818,602$116,339,831$31,478,771$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$1,712,885$0$1,712,885$0
Compensation of former officers, directors, key employees, etc.$93,051$0$93,051$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$55,760,409$46,938,606$8,821,803$0
Pension plan contributions not included above$4,221,867$3,459,261$762,606$0
Employee benefits not included above$13,406,391$11,264,723$2,141,668$0
Payroll taxes$4,393,520$3,599,908$793,612$0
Professional fundraising fees$0$0$0$0
Accounting fees$236,149$6,000$230,149$0
Legal fees$825,013$0$825,013$0
Supplies$15,485,357$14,871,845$613,512$0
Telephone$341,226$6,828$334,398$0
Postage and shipping$305,013$77,351$227,662$0
Occupancy$2,450,410$1,949,095$501,315$0
Equipment rental and maintenance$1,978,103$1,484,481$493,622$0
Printing and publications$1,539,306$688,984$850,322$0
Travel$401,341$242,577$158,764$0
Conferences, conventions, and meetings$192,287$191,183$1,104$0
Interest$2,152,488$1,809,058$343,430$0
Depreciation, depletion, etc.$6,698,714$5,629,934$1,068,780$0
Other expenses not covered above$35,625,072$24,119,997$11,505,075$0
Balance Sheets
20002001200220032004200520062007
Total assets$103,442,938$104,075,242$103,652,419$109,782,985$112,551,508$119,173,866$119,429,096$117,939,251
Cash - non-interest-bearing$3,626,921$1,796,028$4,068,456$6,776,173$7,268,895$1,580,101$335,325$2,392,575
Savings and temporary cash investments$0$0$0$0$0$0$2,375,671$1,980,452
Accounts receivable less allowance for doubtful accounts$14,399,408$15,517,096$14,846,336$15,328,537$12,904,567$13,908,631$13,118,566$15,477,639
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$500,000$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$2,562,024$3,082,440$2,548,389$3,228,827$987,662$990,833
Inventories for sale or use$428,608$594,356$1,667,274$1,545,666$1,864,322$2,413,108$2,667,554$3,009,676
Prepaid expenses and deferred charges$1,382,746$5,188,986$2,919,841$2,119,677$2,065,105$2,241,298$1,927,711$1,763,005
Investments - publicly-traded securities$27,730,786$24,173,650
Investments - other securities$32,035,056$31,158,667$31,697,357$34,052,739$35,205,171$40,813,165$16,554,479$12,054,428
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$867,366$1,142,365$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$48,381,758$45,222,634$42,505,318$42,456,474$42,493,412$43,229,142$51,037,205$50,541,467
Other assets, including program-related investments$2,321,075$2,955,110$3,385,813$4,421,279$8,201,647$11,759,596$2,694,137$5,555,526
Total liabilities$55,781,792$63,530,126$72,211,721$70,255,672$65,895,935$63,546,511$65,067,166$68,159,892
Accounts payable and accrued expenses$15,888,688$16,612,679$5,693,994$7,232,868$5,646,997$7,679,699$19,063,968$27,619,061
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$32,995,549$32,437,267$31,853,985$31,245,703$30,607,421$29,939,139$34,028,236$33,046,987
Mortgages and other notes payable$6,041,516$11,191,134$11,452,979$9,526,318$4,612,852$4,214,812$7,281,096$5,147,723
Other liabilities$856,039$3,289,046$23,210,763$22,250,783$25,028,665$21,712,861$4,693,866$2,346,121
Total liabilities and net assets/fund balances$103,442,938$104,075,242$103,652,419$109,782,985$112,551,508$119,173,866$119,429,096$117,939,251
Total net assets or fund balances$47,661,146$40,545,116$31,440,698$39,527,313$46,655,573$55,627,355$54,361,930$49,779,359
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$104,728,632$113,128,131$119,783,961$132,311,118$137,349,808$143,987,656$143,863,067$150,969,058
Total revenue, gains, and other support per audited financial statements$104,530,070$112,946,823$119,783,961$132,798,906$137,871,197$144,091,088$142,816,583$146,927,527
Other expenses$0$0$0$487,788$521,389$103,432$-1,046,484$-4,041,531
Net unrealized gains on investments$0$0$0$487,788$521,389$103,432$0$-4,041,531
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$-1,046,484$0
Other revenue$198,562$181,308$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$198,562$181,308$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$107,625,422$115,481,116$118,731,486$126,918,256$130,150,786$137,532,280$136,827,308$147,818,602
Total expenses and losses per audited financial statements$107,428,210$115,293,735$118,731,486$126,918,256$130,150,786$137,532,280$136,827,308$147,818,602
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$197,212$187,381$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$197,212$187,381$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$346,174$98,055$0
40$182,674$16,345$0
40$171,415$23,275$0
40$154,483$16,268$0
40$238,140$17,705$0
40$196,621$50,554$0
40$154,144$47,032$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings18
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
Loans and AdvancesCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
$0$68,560$10,727$0
$0$10,000$0$0
$0$3,764$0$0
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20061,675
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$1,734,382$148,543,261
Program service revenue
Program service revenue 1000000$000$0$141,207,146
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$166,908$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,107,866$0
Net rental income or (loss) from real estate
debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$150,539$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$695,725
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$314,147$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$-5,078$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$6,640,390
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
25173705850%$26,917$156,260
251768501100%$186,800$50,921
25167860878%$30,517$6,256
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$397,500$15,712$0
$308,200$6,059$0
$296,101$15,456$0
$287,500$6,373$0
$275,625$15,556$0
Total number of other employees paid over $50,000380
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$106,061
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isHospital, or a cooperative hospital service organization
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Upmc Group600 Grant St Fl 58, Pittsburgh, PA 15219-2739PA1983-01$9,112,164,378
2Upmc, University Of Pittsburgh Physicians600 Grant St Fl 58, Pittsburgh, PA 15219-2739PA1983-01$543,598,806
3Geisinger System Services, Payroll Dept100 N Academy Ave, Danville, PA 17822-4962PA1981-06$519,536,827
4Gutherie Healthcare System1 Guthrie Square, Sayre, PA 18840-1625PA1982-05$491,712,592
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6Christian H Buhl Legacy Trust7 West State Street, Sharon, PA 16146-1377PA1951-01$185,682,935
7Catholic Health East3805 West Chester Pike Ste 100, Newtown Sq, PA 19073-2329PA1945-01$139,383,000
8North Philadelphia Health System1524 W Girard Ave, Philadelphia, PA 19130-1613PA1990-05$101,753,213
9Crozer Keystone Health System1 Medical Center Blvd, Upland, PA 19013-3902PA1985-03$59,938,266
10Chhc Transition Co8835 Germantown Avenue, Philadelphia, PA 19118PA1985-12$57,581,877
11St Vincents Health System Inc4205 Belfort Rd Ste 4015, Jacksonville, FL 32216-3623FL1946-03$66,865,460
12Health Quest Medical Practice P C1351 Route 55 Ste 200, Lagrangeville, NY 12540-5128NY2011-03$60,477,199
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17Advanced Primary Care Physicians501 Bath Rd, Bristol, PA 19007-3101PA2012-02$694,036
18Susquehanna Health Systems Inc401 Broad Ave, Susquehanna, PA 18847-1611PA1998-02$16,150
19St Lukes Community Development Corporation - Pmc6624 Fannin St, Houston, TX 77030-2312TX2014-01$419
20Bemc Med Pro Fees, Banner Health1441 N 12th Street, Phoenix, AZ 85006AZ$0
Number of organizations performing similar types of work
Alaska1
Alabama5
Arizona8
California23
Colorado15
Connecticut6
Florida22
Georgia16
Hawaii2
Iowa3
Illinois19
Indiana7
Kansas2
Kentucky6
Louisiana3
Massachusetts15
Maryland13
Maine3
Michigan15
Minnesota9
Missouri12
Mississippi2
Montana1
North Carolina7
North Dakota1
Nebraska7
New Hampshire3
New Jersey8
New Mexico1
Nevada2
New York12
Ohio26
Oklahoma6
Oregon2
Pennsylvania32
Rhode Island4
South Carolina7
Tennessee10
Texas20
Utah1
Virginia10
Vermont3
Washington4
Wisconsin6
West Virginia6
International2
Total388

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