2023-11-15T16:03:19-06:00 2022-12-31 061667465 PRAGER METIS CPAS LLC 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 10573 990 2022-01-01 133833645 ST JOSEPH'S HEALTH FUND STJO 9143787000 127 SOUTH BROADWAY YONKERS NY 10701 MICHAEL SPICER TREASURER 9143787000 2023-11-15 1 MICHAEL SPICER 999009999 0 JAMES R D'ARCANGELO P00836264 9146944600 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL SPICER 127 SOUTH BROADWAY YONKERS NY 10701 2505313 0 X N/A X 1989 NY SUPPORT SJMC, INC. AND ST. JOSEPH'S MEDICAL CENTER TO PROMOTE QUALITY HEALTH CARE FOR THE COMMUNITY. 7 7 0 0 0 0 1940511 1595354 0 0 173913 104401 56645 0 2171069 1699755 66254 56664 0 0 0 0 0 0 0 930464 1065074 996718 1121738 1174351 578017 7384909 7272550 224047 209833 7160862 7062717 SOLICIT CONTRIBUTIONS FROM THE GENERAL PUBLIC, GENERALLY IN THE NEW YORK METROPOLITAN AREA, FOR THE BENEFIT OF SJMC, INC. 0 0 549530 56664 THE HEALTH FUND IS A SUPPORTING ORGANIZATION TO BENEFIT SJMC, INC., AN AFFILIATE OF ST. JOSEPH'S MEDICAL CENTER, NOT-FOR-PROFIT CORPORATION ESTABLISHED UNDER 501(C)(3) OF THE CODE. 549530 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 9143787000 127 SOUTH BROADWAY YONKERS NY 10701 MICHAEL J SPICER TREASURER 1.00 X X 0 1299842 226075 RICHARD O'NEILL CHAIRPERSON 1.00 X X 0 0 0 WILLIAM W DOTY TRUSTEE 1.00 X 0 0 0 SUSAN CORBETT SECRETARY 1.00 X X 0 0 0 RONALD J SYLVESTRI VICE CHAIRMAN 1.00 X X 0 0 0 SR DONNA DODGE TRUSTEE 1.00 X 0 0 0 JAMES LANDY TRUSTEE 1.00 X 0 0 0 0 1299842 226075 0 0 1 0 FENWAY GOLF CLUB 384 OLD MAMARONECK RD SCARSDALE NY 10583 FACILITY USE 145609 WESTCHESTER COUNTRY CLUB 99 BILTMORE AVE RYE NY 10580 FACILITY USE 119162 2 1012503 582851 1595354 113077 113077 796882 805558 -8676 -8676 -8676 0 1012503 0 0 1699755 0 0 104401 X 56664 56664 490563 490563 12200 12200 33410 33410 502471 492866 9605 BANK FEES 24979 24979 FOREIGN TAX 1451 1451 1121738 549530 572208 0 3298056 3743317 49570 68650 430 4023128 3446024 13725 14559 7384909 7272550 24399 16310 199648 193523 224047 209833 X 2017118 872252 5143744 6190465 7160862 7062717 7384909 7272550 578017 -676162 0 X X 0 1 X 1 0 X X X 1 SJMC INC 133497559 7 1 56664 0 1 56664 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATED ENTITY 193523 193523 X 988732 -676162 -676162 1664894 34861 34861 1699755 1086877 0 1086877 34861 34861 1121738 PART X, LINE 2: TAX EXEMPT STATUS THE HEALTH FUND HAS BEEN DETERMINED TO BE AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SIMILAR STATE PROVISIONS. THE HEALTH FUND HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF IRC SECTION 509(A) THEREBY QUALIFYING FOR THE RECEIPT OF DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN IRC SECTION 170. THE HEALTH FUND'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. IN ADDITION, MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. GOLF OUTINGS 487665 487665 BALL 524838 524838 1012503 1012503 1 SJMC INC 127 SOUTH BROADWAY YONKERS NY 10701 133497559 0 56664 BOOK VALUE FURNISHINGS AND EQUIPMENT TO SUPPORT RELATED PARTY HOSPITAL NEEDS FOR FURNISHINGS AND MEDICAL EQUIPMENT. PART I, LINE 2: ST. JOSEPH'S HEALTH FUND INTERMITTENTLY TRANSFERS FUNDS TO SJMC,INC. THIS IS MONITORED THROUGH COMMON OWNERSHIP AMONGST ALL RELATED ORGANIZATIONS. 0 1 0 0 0 0 0 0 0 MICHAEL J SPICER TREASURER 0 1224978 0 0 0 74864 0 194282 0 31793 0 1525917 0 0 PART I, LINE 1A APARTMENT RENT IS INCLUDED IN TAXABLE COMPENSATION PAID BY ST. JOSEPH'S HOSPITAL YONKERS FOR THE PRESIDENT & CEO, MICHAEL J. SPICER. PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED AND PAID BY ST. JOSEPH'S HOSPITAL OF YONKERS, NY, A RELATED TAX-EXEMPT ORGANIZATION. THE AMOUNT OF COMPENSATION PAID TO THE HOSPITAL'S CEO IS REVIEWED PERIODICALLY BY THE GOVERNANCE COMMITTEE WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES. THE AMOUNT OF COMPENSATION IS EVALUATED FOR COMPARABILITY WITH OTHER SIMILAR TYPES OF ORGANIZATIONS USING THE GUIDESTAR COMPENSATION REPORT. FINDINGS OF THE COMPENSATION COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES AND DOCUMENTED IN THE MINUTES. PART I, LINE 4B MICHAEL J SPICER PARTICIPATED IN THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN OF ST. JOSEPH'S HOSPITAL OF YONKERS, NY DURING 2022, BUT DID NOT RECEIVE A DISTRIBUTION. FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES UTILIZE THE MANAGEMENT OF ST. JOSEPH'S MEDICAL CENTER TO ADMINISTER THE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION SO THAT ADDITIONAL ADMINISTRATIVE EXPENSES ARE NOT INCURRED. THE TRUSTEES ALSO UTILIZE THE ST. JOSEPH'S MEDICAL CENTER PUBLIC RELATIONS DEPARTMENT TO CONDUCT THE ANNUAL FUNDRAISING EVENTS WHICH IS THE MAIN SOURCE OF REVENUES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ST. JOSEPH'S HEALTH FUND WAS ORGANIZED AND INCORPORATED IN THE STATE OF NEW YORK UNDER SECTION 402 OF THE NOT-FOR-PROFIT CORPORATION LAW AS A MEMBERSHIP ORGANIZATION. THE ORGANIZATION HAS A SINGLE MEMBER, SJMC, INC., WHICH IS A TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES MAY NOMINATE AND ELECT ADDITIONAL MEMBERS SUBJECT TO THE APPROVAL OF THE BOARD. THE SOLE SINGLE MEMBER, SJMC, INC., ELECTS THE GOVERNING BODY OF THE ORGANIZATION. ALL BOARD MEMBERS HAVE EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY THAT REQUIRE APPROVAL BY THE PARENT ORGANIZATION, SJMC, INC., INCLUDE DISPOSITION OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, MERGER OR CONSOLIDATION WITH ANOTHER ENTITY OR SYSTEM, DISSOLUTION OF THE ORGANIZATION, AND CHANGE IN THE CHARACTER OF THE OPERATION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF TRUSTEES HAVE NOT ESTABLISHED COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO THE SENIOR VICE PRESIDENT OF FINANCE, CFO, FOR REVIEW BY MANAGEMENT. UPON DETERMINATION THAT THE DRAFT IS ACCURATE AND PROPERLY PRESENTS THE STATUS OF THE ORGANIZATION, A COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES OF ST. JOSEPH'S HEALTH FUND. COMMENTS AND CHANGES ARE DISCUSSED BY THE BOARD OF TRUSTEES, AND UPON COMPLETION OF THE REVIEW,THE TREASURER IS AUTHORIZED TO SIGN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE VP OF RISK MANAGEMENT ORGANIZES THE COMPLETION OF THE CONFLICT OF INTEREST STATEMENTS. ANY DISCLOSURE MADE BY AN OFFICER OR TRUSTEE SHALL BE REVIEWED BY ST. JOSEPH'S HOSPITAL, YONKERS BOARD OF TRUSTEES. POTENTIAL CONFLICTS MUST BE RESOLVED AND ANY ACTIONS TAKEN MUST BE DOCUMENTED IN THE BOARD MINUTES. ANY DISCLOSURE MADE BY AN EMPLOYEE SHALL BE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE. POTENTIAL CONFLICTS MUST BE RESOLVED BY THE COMMITTEE AND REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE AMOUNT OF COMPENSATION PAID TO THE HOSPITAL'S CEO, OFFICERS OR KEY EMPLOYEES IS REVIEWED PERIODICALLY BY THE GOVERNANCE COMMITTEE WHICH IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES. THE AMOUNT OF COMPENSATION IS EVALUATED FOR COMPARABILITY WITH OTHER SIMILAR TYPES OF ORGANIZATIONS USING THE GUIDESTAR COMPENSATION REPORT. FINDINGS OF THE COMPENSATION COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT ITS OFFICES AND ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE FROM THE NEW YORK STATE ATTORNEY GENERAL'S BUREAU OF CHARITIES REGISTRATION UPON REQUEST. FORM 990, PART IX, LINE 11G BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,050. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 555. FACILITY COSTS: PROGRAM SERVICE EXPENSES 378,084. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 378,084. GIFTS AND AWARDS: PROGRAM SERVICE EXPENSES 49,157. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,157. POSTAGE: PROGRAM SERVICE EXPENSES 2,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,265. SUPPLIES: PROGRAM SERVICE EXPENSES 27,537. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,537. PRINTING: PROGRAM SERVICE EXPENSES 31,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,248. FURNISHINGS/EQUIPMENT, DONATED: PROGRAM SERVICE EXPENSES 4,575. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,575. FORM 990, PART X11, LINE 2C, OVERSIGHT OF AUDIT THE BOARD OF TRUSTEES HAVE NOT ESTABLISHED AN AUDIT COMMITTEE. THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD TREASURER WITH OTHER BOARD MEMBERS PRIOR TO THE ANNUAL BOARD MEETING. A PRESENTATION OF THE FINANCIAL STATEMENTS IS MADE TO THE BOARD FOR OPEN DISCUSSION PRIOR TO FORMAL APPROVAL. THIS PROCESS HAS BEEN CONSISTENTLY FOLLOWED, HAS PROVEN TO BE EFFECTIVE FOR THE ORGANIZATION AND IS NOT EXPECTED TO BE CHANGED. SJMC INC 127 SOUTH BROADWAY YONKERS NY 10701 133497559 SPONSORED ORGANIZATION NY 501(C)(3) PUBLIC CHARITY SRS CHARITY 0 ST JOSEPH'S MEDICAL CENTER 127 SOUTH BROADWAY YONKERS NY 10701 131740127 COMMUNITY HOSPITAL NY 501(C)(3) PUBLIC CHARITY SRS CHARITY 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 SJMC INC B 56664 FMV