2023-11-14T12:34:58-06:00 2022-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2022-01-01 461695760 ONEIDA MEDICAL SERVICES PLLC ONEI 3153636000 321 GENESEE STREET ONEIDA NY 13421 JEREMIAH SWEET CFO 3153636000 2023-11-10 1 JEREMIAH SWEET 999009999 0 THOMAS J GIUFRE P00841958 3154463600 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEREMIAH SWEET 321 GENESEE STREET ONEIDA NY 13421 3469953 0 X WWW.ONEIDAHEALTH.ORG X 2012 NY THE PURPOSES FOR WHICH THE COMPANY IS FORMED ARE TO ENGAGE IN THE PRACTICE OF MEDICINE AND TO OTHERWISE PROVIDE THOSE PROFESSIONAL SERVICES THAT A PHYSICIAN, DULY LICENSED AND REGISTERED UNDER THE LAWS OF THE STATE OF NEW YORK IS AUTHORIZED TO RENDER. IN ADDITION, THE COMPANY SHALL PROMOTE AND SUPPORT THE CHARITABLE PURPOSES OF THE HOSPITAL WHICH INCLUDE PROVIDING SERVICES DESIGNED TO IMPROVE THE STANDARDS AND QUALITY OF HEALTH CARE AVAILABLE TO THE RESIDENTS OF MADISON COUNTY AND OTHER AREAS SERVED BY THE HOSPITAL, AND PARTICIPATING IN ACTIVITIES TO PROMOTE AND IMPROVE THE OVERALL HEALTH OF, AND TO OTHERWISE MEET THE MEDICAL CARE NEEDS OF, THE COMMUNITY. THE COMPANY SHALL PURSUE SUCH PURPOSES, IN PART, BY INCLUDING AMONG ITS PATIENTS, MEDICARE AND MEDICAID PATIENTS AND THOSE WHO ARE UNDER OR UNINSURED. SUBJECT TO THE FOREGOING, THE COMPANY SHALL ENGAGE IN ANY LAWFUL ACT OR ACTIVITY PERMITTED FOR PROFESSIONAL SERVICE LIMITED LIABILITY COMPANIES NOW OR HEREAFTER CONFERRED UNDER THE ACT. 1 0 0 0 0 0 53028 0 3333644 3383361 0 47505 0 39087 3386672 3469953 0 0 0 0 0 0 0 0 0 4835482 5107982 4835482 5107982 -1448810 -1638029 1479884 957292 13927442 14975687 -12447558 -14018395 X THE MISSION OF ONEIDA MEDICAL SERVICES IS TO ENGAGE IN THE PRACTICE OF MEDICINE AND TO OTHERWISE PROVIDE THOSE PROFESSIONAL SERVICES THAT A PHYSICIAN, DULY LICENSED AND REGISTERED UNDER THE LAWS OF THE STATE OF NEW YORK IS AUTHORIZED TO RENDER. IN ADDITION, THE PROVIDING OF OBSTETRICS AND GYNECOLOGY SERVICES THROUGH IT'S WOMEN'S HEALTH ASSOCIATES OFFICES. 0 1 4083749 3383361 THE MISSION OF ONEIDA MEDICAL SERVICES IS TO ENGAGE IN THE PRACTICE OF MEDICINE AND TO OTHERWISE PROVIDE THOSE PROFESSIONAL SERVICES THAT A PHYSICIAN, DULY LICENSED AND REGISTERED UNDER THE LAWS OF THE STATE OF NEW YORK, IS AUTHORIZED TO RENDER. IN ADDITION, THE PROVIDING OF OBSTETRICS AND GYNECOLOGY SERVICES THROUGH IT'S WOMEN'S HEALTH ASSOCIATES OFFICES. 4083749 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JEREMIAH SWEET CFO 3153636000 321 GENESEE STREET ONEIDA NY 13421 HARRY CAPONE MD SOLE MEMBER/PRESIDENT 2.00 42.00 X X 0 424450 42723 GENE MORREALE - ENDED 4122 CEO/SECRETARY 0.30 40.60 X 0 490062 12377 JEREMIAH SWEET CFO 0.30 40.60 X 0 275444 42855 JONATHAN SCHILLER - EFF 62922 CEO/SECRETARY 0.30 40.60 X 0 249427 25186 0 1439383 123141 0 0 1 0 0 PHYSICIANS OFFICE 621110 3383361 3383361 3383361 47505 47505 PHYSICIAN INCENTIVE RE 900099 39087 39087 39087 3469953 3422448 0 47505 3688593 3011139 677454 19679 19679 17850 17850 1436 1436 12096 682 11414 26161 1447 24714 16064 8098 7966 314 19 295 912 912 117609 117609 72349 72349 284495 277462 7033 PURCHASED SERVICES 361158 224187 136971 MEDICAL SUPPLIES 264504 251736 12768 MISCELLANEOUS 107307 59156 48151 LOCUM FEES/CONTRACTED E 79350 57929 21421 38105 1936 36169 5107982 4083749 1024233 0 1238819 753348 241065 203944 1479884 957292 13927442 14975687 13927442 14975687 X -12447558 -14085587 67192 -12447558 -14018395 1479884 957292 X -1638029 67192 X X 0 1 X 1 0 X 0 DUE TO AFFILIATE 14975687 14975687 X PART X, LINE 2: ONEIDA HEALTH (OH) IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. OH IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2022, AND 2021, OH DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2019 THROUGH 2022. X X X X X 0 0 0 0 0 0 0 0 0 GENE MORREALE - ENDED 4122 CEO/SECRETARY 0 138644 0 46501 0 304917 0 9323 0 3054 0 502439 0 253738 HARRY CAPONE MD SOLE MEMBER/PRESIDENT 0 298244 0 125792 0 414 0 17434 0 25289 0 467173 0 0 JEREMIAH SWEET CFO 0 251704 0 23560 0 180 0 14858 0 27997 0 318299 0 0 JONATHAN SCHILLER - EFF 62922 CEO/SECRETARY 0 249254 0 0 0 173 0 14198 0 10988 0 274613 0 0 FORM 990, SCHEDULE J: INCLUDED IN GENE MORREALE'S 2022 COMPENSATION WAS THE FOLLOWING: A. $ 69,738.00 WHICH WAS AWARDED IN 2019. B. $ 84,000.00 WHICH WAS AWARDED IN 2020. C. $109,858.00 OF WHICH $100,000.00 WAS AWARDED IN 2021. FORM 990, PART III, LINE 3 ONEIDA MEDICAL SERVICES PLLC COMBINED ALL THEIR SERVICES INTO A NEW BUILDING LOCATED AT 1144 MEADOW DRIVE, ONEIDA, NEW YORK; AND CLOSED THEIR OTHER LOCATIONS. FORM 990, PART VI, SECTION A, LINE 6 HARRY CAPONE, MD IS THE PRESIDENT/SOLE SHAREHOLDER FOR OMS IN 2022. FORM 990, PART VI, SECTION A, LINE 7A THE APPROVAL OF THE HOSPITAL (ONEIDA HEALTH SYSTEMS) IS REQUIRED TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL GOVERNANCE DECISIONS ARE SUBJECT TO THE APPROVAL OF THE HOSPITAL (ONEIDA HEALTH SYSTEMS). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED AND REVIEWED IN DETAIL BY THE OFFICERS OF THE CORPORATION AND THE BOARD OF DIRECTORS OF THE HOSPITAL (ONEIDA HEALTH SYSTEMS), PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ONEIDA MEDICAL SERVICES, PLLC REQUIRES ALL DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY, ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE CONFLICT OF INTEREST STATEMENTS ARE SUMMARIZED AND REVIEWED BY MANAGEMENT, THE COUNCIL AND THE FULL BOARD OF TRUSTEES TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. WHEN A POTENTIAL CONFLICT IS IDENTIFIED (FOR EXAMPLE - BY RECUSING INTERESTED PARTIES FROM CERTAIN BOARD VOTES OR ENGAGING IN COMPETITIVE BIDDING FOR CONTRACTS) ANY CONFLICT IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ONEIDA HEALTH SYSTEMS, INCLUDING ONEIDA MEDICAL SERVICES, PLLC, HAS AN EXECUTIVE COMPENSATION COMMITTEE OF TRUSTEES TO REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND ALL VICE PRESIDENTS. THE COMPENSATION COMMITTEE UTILIZED COMPENSATION COMPARABILITY DATA FROM PEARL MEYER & PARTNERS AND IROQUOIS HEALTH ASSOCIATION TO SUPPORT THE DETERMINATION OF SALARY FOR THE SELECTED POSITIONS AND CONTEMPORIOUS SUBSTANTIATION INCLUDING COMMITTEE MINUTES. RELATIVE TO OFFICERS, KEY EMPLOYEES AND PHYSICIANS, THE CEO OF ONEIDA HEALTH SYSTEMS UTILIZES COMPENSATION COMPARABILITY DATA FROM PEARL MEYER & PARTNERS, IROQUOIS HEALTHCARE ASSOCIATION AND MGMA, ALONG WITH THE ANNUAL PERFORMANCE EVALUATIONS TO DETERMINE THE COMPENSATION OF THESE AFOREMENTIONED INDIVIDUALS. THE COMPENSATION SURVEY DATA UTILIZED ARE FROM COMPARABLE SIZED NOT-FOR-PROFIT HEALTHCARE FACILITIES LOCATED IN RELATIVELY THE SAME REGION AS ONEIDA MEDICAL SERVICES, PLLC. FORM 990, PART VI, SECTION C, LINE 19 THE ONEIDA MEDICAL SERVICES PLLC WILL PROVIDE COPIES OF, OR INFORMATION CONTAINED IN OUR FINANCIAL STATEMENTS, UPON REQUEST AND PURSUANT TO INTERNAL REVENUE SERVICE GUIDELINES. FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED NET ASSETS 67,192. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ONEIDA HEALTH SYSTEMS INC 321 GENESEE STREET ONEIDA NY 13421 161492011 HEALTH SERVICES (HOSPITAL) NY 501(C)(3) LINE 3 N/A 0 ONEIDA MEDICAL PRACTICE 321 GENESEE STREET ONEIDA NY 13421 261147857 MEDICAL OFFICE NY 501(C)(3) LINE 3 ONEIDA HEALTH SYSTEMS 0 ONEIDA HEALTH VENTURES 321 GENESEE STREET ONEIDA NY 13421 462495527 MEDICAL OFFICE NY ONEIDA HEALTH SYSTEMS C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0