2025-11-04T10:34:37-06:00 2024-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-01-01 161497087 OLEAN GENERAL HOSPITAL FOUNDATION OLEA 7163757444 515 MAIN ST OLEAN NY 14760 STEVEN JACKSON PRESIDENT 7163757445 2025-10-31 1 0 JILL M JOHNSON CPA P01701478 7168563300 2025-10-31 2024 2025-03-06 01:10:19Z STEVEN JACKSON 515 MAIN ST OLEAN NY 14760 15203691 0 X WWW.OGH.ORG X 1996 NY THE MISSION STATEMENT CAN BE FOUND ON SCHEDULE O. 11 10 4 25 0 0 1182638 1171391 0 0 1386648 5900354 20560 -52329 2589846 7019416 2608107 2984854 0 0 274795 307881 0 0 261539 286191 387865 3169093 3680600 -579247 3338816 43882685 45810107 73676 85246 43809009 45724861 X TO DEVELOP AND GENERATE ONGOING PHILANTHROPIC SUPPORT FOR OLEAN GENERAL HOSPITAL'S CONTINUED DEVELOPMENT AND GROWTH. 0 0 2984854 2984854 SEE SCHEDULE O FOR A DESCRIPTION OF THE PROGRAM SERVICE ACCOMPLISHMENTS.MISSION STATEMENT:THE MISSION OF THE OLEAN GENERAL HOSPITAL FOUNDATION IS TO DEVELOP AND GENERATE ONGOING PHILANTHROPIC SUPPORT FOR OLEAN GENERAL HOSPITAL'S CONTINUED DEVELOPMENT AND GROWTH. SINCE ITS INCEPTION, THE FOUNDATION HAS RAISED OVER $63 MILLION FROM PEOPLE IN OUR COMMUNITY WHO CARE ABOUT THE MISSION OF OUR HOSPITAL AND WHO TAKE PRIDE IN THE CARE THAT IT PROVIDES. THIS GOAL HAS REMAINED CONSTANT SINCE THE INCEPTION OF THE FOUNDATION. WE ARE GRATEFUL TO EACH AND EVERY INDIVIDUAL AND CORPORATION WHO HAS SO GENEROUSLY SUPPORTED OUR HOSPITAL AND FOUNDATION AND WHO HAVE HELPED ENSURE THAT OUR HOSPITAL IS ABLE AND EQUIPPED TO OFFER EXCEPTIONAL CARE TO THE PEOPLE IN OUR COMMUNITY.AS IN THE PAST, OUR FOUNDATION WAS ALSO PLEASED TO SUPPORT A VARIETY OF OTHER PROGRAMS AND SERVICES AS WELL AS EDUCATIONAL PROGRAMS FOR OUR STAFF. 2984854 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY FL MD X X STEVEN JACKSON 7163757444 515 MAIN STREET OLEAN NY 14760 JAMES BARDENETT CHAIRMAN 1.00 X X 0 0 0 THERESA SMITH VICE-CHAIRMAN 1.00 X X 0 0 0 RONALD CECCHI TREASURER 1.00 X X 0 0 0 KELLY LENT-PAUL SECRETARY 1.00 X X 0 0 0 LEDGIE DEROSE DIRECTOR 1.00 X 0 0 0 MUHAMMED T JAVED DIRECTOR 1.00 X 0 60000 0 CHRIS NAPOLEON DIRECTOR 1.00 X 0 0 0 BRIAN PALUMBO DIRECTOR 1.00 X 0 0 0 PAUL PEZZIMENTI DIRECTOR 1.00 X 0 0 0 GREGORY PRIVITERA DIRECTOR 1.00 X 0 0 0 SUSANNA STITT DIRECTOR 1.00 X 0 0 0 STEVEN JACKSON PRESIDENT 40.00 X 155602 0 12251 155602 60000 12251 1 0 1 0 0 138073 1033318 1171391 1188559 1188559 12811594 8099799 4711795 4711795 4711795 32147 138073 84476 -52329 -52329 7019416 0 0 5848025 2984854 2984854 167853 33571 134282 97458 19492 77966 42570 8524 34046 262908 262908 27762 27762 4562 4562 42255 42255 1965 1965 513 513 CULTIVATION AND RECOGNI 22746 22746 PRINTING/PUBLICATIONS 15245 15245 DUES/MEMBERSHIPS 7399 7399 OTHER 2510 2510 3680600 2984854 434207 261539 23862 173113 2996400 2467584 109453 301212 3458 897 32171535 32117416 8577977 10749885 43882685 45810107 73676 85246 73676 85246 X 14422157 15082144 29386852 30642717 43809009 45724861 43882685 45810107 3338816 -1422964 0 X X 0 1 X 1 0 X X 1 OLEAN GENERAL HOSPITAL 160743102 3 1 2984854 0 1 2984854 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 820140 1092838 0 0 0 0 820140 1092838 0 0 210004 209432 274794 307881 335342 575525 39136246 42243247 2657594 2475482 0 0 41793840 44718729 0 0 0 41793840 44718729 626908 670781 41166932 44047948 1440843 1541678 0 0 1440843 1541678 335342 285041 1440843 1440843 0 1440843 2984854 0 0 0 0 0 2984854 2984854 1440843 100.000000000000 1440843 0 0 0 1227671 3433050 2608107 7268828 0 1440843 0 5827985 2984854 0 2984854 0 0 8812839 0 0 3219878 2608107 2984854 PART V, LINE 8 OLEAN GENERAL HOSPITAL RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40442134 30061 4100098 2015717 42556576 37357490 5088398 2003754 40442134 43819481 572835 -5051497 1983329 37357490 40819719 234314 3931892 1166444 43819481 30407701 7602163 3955076 1145221 40819719 0.32770 0.53990 0.13240 0 0 0 ALTERNATIVE INVESTMENTS 10749885 F 10749885 5333544 -1422964 -1422964 6756508 262908 262908 7019416 3417692 0 3417692 262908 262908 3680600 PART V, LINE 4: THESE FUNDS WILL BE USED IN ACCORDANCE WITH THE DONORS' WISHES. GOLF TOURNAMENT 81071 62602 18469 683 8160 16649 600 10491 GALA 89149 75471 13678 26555 3240 18097 170220 138073 32147 683 34715 19889 600 28588 84475 -52328 1 OLEAN GENERAL HOSPITAL 515 MAIN STREET OLEAN NY 14760 160743102 501(C)(3) 2984854 0 GENERAL SUPPORT 1 PART I, LINE 2: OLEAN GENERAL HOSPITAL FOUNDATION KEEPS ACCURATE RECORDS OF ALL TRANSFERS OF FUNDS TO OLEAN GENERAL HOSPITAL. THESE TRANSFERS TOTALED $2,984,854 IN 2024. RESTRICTED GIFT PROCEDURE: A) WHEN RESTRICTED GIFTS ARE BEING TRANSFERRED TO THE HOSPITAL, DOCUMENTATION WILL BE REQURIED TO ASSURE THAT THE GIFT RESTRICTION HAS BEEN MET IN FULL. B) UPON TRANSFERRING A GIFT(S) WITH DONOR RESTRICTIONS, THE FOUNDATION WILL PROVIDE A LETTER REGARDING THE GIFT RESTRICTIONS AND THE FOLLOWING LANGUAGE - "THE GIFT IS RESTRICTED FOR THE FOLLOWING PURPOSE AND THE FOUNDATION REQUIRES APPROPRIATE DOCUMENTATION WITHIN 90 DAYS THAT THE GIFT RESTRICTION FOR THIS TRANSFER HAS BEEN MET." IF THE FOUNDATION IS ALREADY IN RECEIPT OF DOCUMENTATION OF GIFT RESTRICTION, THIS WILL NOT APPLY (I.E. INVOICE, RECEIPT, ETC.). C) WHEN RECEIVED, DOCUMENTATION WILL BE FILED WITH THE TRANSFER DOCUMENT AND COPY OF CHECK TRANSFERRED. X X X 0 0 0 0 0 0 0 0 0 STEVEN JACKSON PRESIDENT 155602 0 0 0 0 0 0 0 12251 0 167853 0 0 0 X 1 50140 FMV ON DATE OF DONATION 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE TREASURER AND THE PRESIDENT OF THE FOUNDATION. THEN, DRAFT COPIES OF THE 990 ARE SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS AS SOON AS COMPLETED. HOWEVER, IF THE DRAFT IS NOT RECEIVED IN TIME PRIOR TO A REGULARLY SCHEDULED MEETING, THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. IN THE EVENT THERE ARE ANY ISSUES, A SPECIAL BOARD MEETING IS HELD VIA CONFERENCE CALL TO ADDRESS CONCERNS PRIOR TO FILING. THERE MAY BE TIMES THAT THE FILING OF AN EXTENSION MAY BE NEEDED IN ORDER TO ALLOW A THOROUGH REVIEW. THE TREASURER OF THE BOARD AND THE PRESIDENT OF THE FOUNDATION WILL BE AVAILABLE TO ADDRESS ANY QUESTIONS OR CONCERNS ABOUT THE 990. ONCE APPROVED BY THE FULL BOARD OF DIRECTORS, THE 990 WILL BE APPROPRIATELY FILED. THE 990 WILL ALSO BE POSTED ON OUR WEBSITE TO ALLOW FOR FULL DISCLOSURE TO OUR CONSTITUENTS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS PRESENTED AND REVIEWED ANNUALLY. EACH BOARD MEMBER COMPLETES A DISCLOSURE FORM. ALL THE DISCLOSURE FORMS ARE THEN COPIED AND DISTRIBUTED AT THE NEXT MEETING SO THAT ALL BOARD MEMBERS ARE AWARE OF ALL DISCLOSURES. IF DURING THE YEAR THERE ARE ADDITIONAL DISCLOSURES THAT NEED TO BE MADE, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE AWARE THAT ISSUES MUST BE IMMEDIATELY DISCLOSED. AS PER OUR POLICY, ALL DISCLOSURE FORMS ARE SENT TO OUR HOSPITAL CEO. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE FOUNDATION PRESIDENT IS REVIEWED AND APPROVED USING DATA AS COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. DATA UTILIZED IS FROM THE MOST RECENT SURVEY PROVIDED BY THE ASSOCIATION OF HEALTHCARE PHILANTHROPY. THE REVIEW IS COMPLETED BY THE EXECUTIVE COMMITTEE (OFFICERS OF THE ORGANIZATION) AND THEN REVIEWED WITH THE FULL BOARD OF DIRECTORS. THERE IS FULL DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S 990 IS AVAILABLE ON THE OLEAN GENERAL HOSPITAL WEBSITE. OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION OFFICE AT NO CHARGE. GIFT REMITTANCE ENVELOPES INDICATE THE NUMBER TO CALL FOR COPIES. PART XII, LINE 2C NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. OLEAN GENERAL HOSPITAL 515 MAIN STREET OLEAN NY 14760 160743102 HOSPITAL NY 501(C)(3) 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0