2025-11-14T13:18:06-07:00 2024-12-31 990 2024-01-01 223124162 MOHAWK VALLEY HEALTH SYSTEM MOHA 3156246143 PO Box 4308 Utica NY 135044308 Louis Aiello CFO 3159178203 2025-11-13 1 2024 2025-03-06 01:10:19Z X Louis Aiello CFO 111 Hospital Drive Utica NY 13502 3156159 0 X www.mvhealthsystem.org X 1991 NY TO PROVIDE FOR EXCELLENCE IN HEALTHCARE FOR OUR COMMUNITIES. 14 12 0 0 0 0 405137 0 11184040 2438595 106195 717564 151866 0 11847238 3156159 0 0 0 0 2496125 1162971 0 0 0 10171676 4952164 12667801 6115135 -820563 -2958976 28732666 27259415 24956071 22584680 3776595 4674735 TO PROVIDE FOR EXCELLENCE IN HEALTHCARE FOR OUR COMMUNITIES. 0 0 0 0 0 TO IMPROVE THE QUALITY OF SERVICES DELIVERED BY THE HOSPITALS AND OTHER TAX-EXPEMPT AFFILIATES WHICH ARE HEALTH CARE PROVIDERS WHILE AVOIDING DUPLICATION OF EFFORT AND FOSTERING ECONOMIES OF SCALE. 5878835 0 2438595 PROVIDES MEDICAID MANAGED CARE TO SENIORS LOCATED IN ONEIDA AND HERKIMER COUNTIES. 0 0 0 5878835 1 0 0 0 0 0 0 0 0 0 1 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 1 1 0 0 0 1 30 0 1 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X LOUIS AIELLO 3156246143 111 Hospital Drive UTICA NY 13502 Darlene Stromstad President/CEO 1 54 X X 0 980574 31533 Sushma Kaul MD MVHS Medical Staff President 0 50 X 0 769145 35563 Robert Scholefield SR VP/C0O 0.5 49.5 X 0 545564 31546 Louis Aiello SR VICE PRESIDENT / CFO 1 49 X 0 521657 46609 Jerome Dayao SR VP/CNO 0.5 49.5 X 0 467889 23323 William LeCates MD SVP/COO 0.5 49.5 X 0 250720 8827 Gary D Zimmer MD SVP/CMO 0.5 49.5 X 0 217670 6670 Joan Compson Director 0.5 3 X 0 0 0 Norman Siegel Director 0.5 3 X 0 0 0 Catherine Brownell PhD Director 0.5 3 X 0 0 0 Catherine Cominsky Director 0.5 3 X 0 0 0 Andrew Kowalczyk III Director 0.5 3 X 0 0 0 Domenic Aiello MD Secretary 0.5 3 X X 0 0 0 Gregory Evans Chair Emeritus 0.5 3 X X 0 0 0 Karen Leach Vice Chair 0.5 3 X X 0 0 0 Richard Zweifel Chair 0.5 3 X X 0 0 0 John Brumstead MD Treasurer 0.5 3 X X 0 0 0 Richard Tantillo Philanthropy Chair 0.5 3 X X 0 0 0 0 3753219 184071 0 0 1 0 0 0 SENIOR NETWORK HEALTH, LLC 623000 2438595 2438595 0 0 0 0 0 0 2438595 717564 717564 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3156159 3156159 0 0 X 846706 846706 24320 24320 291945 291945 41824 41824 95552 21489 74063 4440436 4413206 27230 2752 2752 36028 36028 58853 58853 6096 6096 29768 29768 25810 25750 60 TELEPHONE 21005 21005 0 0 DUES MEMBERSHIP FEES LICENSES 32542 32542 0 0 MAINTENANCE AND REPAIRS 24213 24213 0 0 MVV SUPPLIES AND OTHER 134947 0 134947 0 2338 2338 6115135 5878835 236300 0 5526517 118182 5409560 6127124 645025 1087828 422 19009579 0 12025956 19009579 589590 714280 4536018 202000 28732666 27259415 19894620 570174 5061451 22014506 24956071 22584680 X 3371458 4674735 405137 0 3776595 4674735 28732666 27259415 X -2958976 3440240 0 0 0 416876 X 0 1 X 1 0 X X 4 MVHS INC 161576637 3 1 0 0 VISITING NURSES ASSOCIATION OF UTICA AND ONEIDA COUNTY 150532259 10 1 0 0 St Elizabeth Community Health Support 150532245 3 1 0 0 ST LUKE'S HOME RESIDENTIAL HEALTH 161476372 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section B, Line 1 ALL ENTITIES HAVE COMMON BOARD MEMBERS. MVHS HAS POWERS TO APPOINT AND/OR REMOVE ALL DIRECTORS. THE SUPPORTED ORGANIZATIONS DO NOT HAVE ANY POWER TO APPOINT OR ELECT DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19009579 0 19009579 19009579 0 Due to affiliates net 22014506 22014506 X 717564 0 0 0 0 0 717564 0 2438595 2438595 3156159 236300 0 0 0 0 0 236300 0 5878835 5878835 6115135 Schedule D, Part X, Line 2 MVHS IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMMINED THAT MVHS IS NOT A PRIVATE FOUNDATION AS DEFINED UNDER SECTION 509 (A) (3) OF THE CODE. MVHS FILES A TAX RETURN THAT INCLUDES ITS SINGLE MEMBER LLC, SNH, AS IT IS VIEWED AS A DIVISION OF THE MVHS TAX PURPOSES. MVHS'S POLICY IS TO ACCOUNT FOR INTERST AND PENALTIES ELATED TO UNCERTAIN TAX POSITIONS AS PART OF ITS PROVISION FOR FEDERAL AND STATE INCOME TAXES. AS OF DECEMBER 31, 2024 AND 2023, MVHS DID NOT HAVE ANY SIGNIFICANT UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. MVHS DOES NOT ANTICIPATE HAVING ANY RECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2020 THROUGH 2024. Schedule D, Part XI, Line 4b SENIOR NETWORK HEALTH REVENUE, Schedule D, Part XII, Line 4b SENIOR NETWORK HEALTH EXPENSE X X X X X X 0 0 0 0 0 0 0 0 0 Darlene Stromstad President/CEO 0 950118 0 0 0 30456 0 17250 0 14283 0 1012107 0 Sushma Kaul MD FORMER MVHS Med Staff PRES/VP/Physician 0 630602 0 132240 0 6303 0 17250 0 18313 0 804708 717818 Robert Scholefield SR VP/C0O 0 523345 0 0 0 22219 0 13950 0 17596 0 577110 0 Louis Aiello SR VICE PRESIDENT / CFO 0 516755 0 0 0 4902 0 27600 0 19009 0 568266 0 693681 Jerome Dayao SR VP/CNO 0 467651 0 0 0 239 0 6228 0 17095 0 491213 0 517959 William LeCates MD SVP/COO 0 247329 0 0 0 3392 0 0 0 8827 0 259548 0 Gary D Zimmer MD SVP/CMO 0 184804 0 0 0 32865 0 0 0 6670 0 224339 0 Form 990, Header, Line B AMENDED TO INCLUDE ACTIVITY OF A NEW DISREGARDED ENTITY WITH START UP COSTS IN 2024 Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS PRESENTED TO AND REVIEWED BY THE BOARD AT A MEETING PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE PURPOSE OF THE POLICIES AND DIRECTIVES SET OUT IN THIS POLICY STATEMENT IS TO ASSURE THAT THE BUSINESS CONDUCTED BY THE ORGANIZATION IS CONDUCTED FREE FROM THE POSSIBLE INFLUENCE OF CONFLICTS OF INTEREST OF INTERESTED PERSON. THE POLICY EXISTS TO PROTECT THE ORGANIZATIONS INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT PRIVATE INTEREST OF AN INTERESTED PERSON IN THE ORGANIZATION. INTERESTED PERSONS MAY NOT ENTER INTO ANY EMPLOYMENT TRANSACTION OR OTHER ARRANGEMENT THAT MAY CAUSE OR BE PERCEIVED TO CAUSE A CONFLICT OF INTEREST. INTERESTED PERSONS MUST REVIEW THIS POLICY ANNUALLY AND COMPLETE THE ACKNOWLEDGEMENT AND DISCLOSURE FORM ANNUALLY. THE COMPLIANCE OFFICER AND OR THE COMPLIANCE COMMITTEE WILL REVIEW ALL ANNUAL ACKNOWLEDGEMENT AND DISCLOSURE FORMS AND ANY CONFLICTS OR POTENTIAL CONFLICTS IDENTIFIED. WHEN A POTENTIAL CONFLICT IS IDENTIFIED THE COMPLIANCE OFFICER WILL ENSURE APPROPRIATE ACTIONS ARE TAKEN TO RESOLVE THE CONFLICT. THIS POLICY IS INTENDED TO SUPPLIEMENT BUT NOT REPLACE ANY APPLICABLE FEDERAL AND STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NON PROFIT AND CHARITABLE CORPORATIONS. Form 990, Part VI, Section B, Line 15 MVHS Compensation Policy Overview The Board of Directors has established an Executive Compensation Committee, which is responsible for reviewing the adequacy and reasonableness of the compensation paid to the President/CEO and other employees of the Executive Leadership Team. The Executive Leadership Team consists of the following positions: * President/CEO * SVP/ CFO * SVP/CNO * SVP/ CIO * SVP/ CHRO * SVP/Marketing & Strategy * SVP/Chief Legal Counsel * SVP/ Physician Practices & Operations * SVP/ Chief Quality & Patient Safety Officer On an annual basis, the Committee is responsible for (1) reviewing and recommending to the Board Chair the CEO's compensation, including salary, incentives, benefits and other prerequisites, for final approval by the Board (2) reviewing the compensation of all other employees of the Executive Leadership Team, as recommended by the CEO. The adequacy and reasonableness of all executive compensation is assessed through independent compensation consultants, which conduct market reviews using benchmarking data for comparable positions in similarly situated hospitals. This assessment is provided and reviewed by the Executive Compensation Committee on an annual basis. The independence of the committee members is reviewed and verified prior to the start of the annual compensation review process. Should a conflict present, those individuals with actual or perceived conflicts abstain from voting until such time as the conflict can be resolved or a replacement member ins appointed to the committee. The committee's deliberations and discussions are guided by a written compensation philosophy and documented through written minutes taken during each meeting. The minutes include, among other things, the written materials distributed or presented during the meeting and the specific decisions taken at the meeting. Form 990, Part VI, Section C, Line 19 IT IS THE POLICY OF THIS ORGANIZATION TO MAKE AVAILABLE, TO ANYONE WHO ASKS, A COPY OF ITS ANNUAL REPORT TO THE INTERNAL REVENUE SERVICE ON FORM 990 AND ITS EXPEMPT STATUS FORM IN ACCORDANCE WITH THE LAW. FORM 990, FOR A GIVEN YEAR, WILL BE MADE AVAILABLE FOR PUBLIC INSPECTIONS FOR A THREE YEAR PERIOD. Form 990, Part IX, Line 11g PROGRAM SERVICE FEES WITH RELATED PARTIES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES TOTAL EXPENSES OTHER FEES: MANAGEMENT AND GENERAL EXPENSES BANK FEES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES TOTAL EXPENSES TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A Form 990, Part XI, Line 9 MVV NET ASSETS DISREGARDED ENTITY SENIOR NETWORK HEALTH LLC 1650 CHAMPLAIN AVE UTICA NY 13502 161603689 PROVIDES MEDICAID MANAGED CARE TO SENIORS NY 717564 0 MOHAWK VALLEY HEALTH SYSTEM INC Mohawk Valley Ventures 601 State St Utica NY 13502 874254809 Ambulatory Surgery Center NY -134947 281929 Mohawk Valley Health System MOHAWK VALLEY HEALTH SYSTEM INC 111 HOSPITAL DRIVE UTICA NY 13502 161576637 ACUTE CARE HOSPITAL NY 501 (C) (3) 3 MOHAWK VALLEY HEALTH SYSTEM INC 1 St Elizabeth Community Health Support 2209 GENESEE STREET UTICA NY 13502 150532245 HEALTH CARE NY 501 (C) (3) 3 St Elizabeth Community Health Support 1 ST LUKES HOME RESIDENTIAL HEALTH CARE FACILITY INC 1650 CHAMPLIN AVE UTICA NY 13502 161476372 RESIDENTIAL HEALTH CARE NY 501 (C) (3) 10 MOHAWK VALLEY HEALTH SYSTEM INC 0 VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY 1650 CHAMPLIN AVE UTICA NY 13502 150532259 HOME HEALTH NURSING NY 501 (C) (3) 10 MOHAWK VALLEY HEALTH SYSTEM (PARENT) 1 MOHAWK VALLEY HEALTH SYSTEM FOUNDATION PO BOX UTICA NY 13503 223078768 FUNDRAISING NY 501 (C) (3) 12B MOHAWK VALLEY HEALTH SYSTEM (PARENT) 1 ST ELIZABETH MEDICAL CENTER FOUNDATION 2209 GENESEE STREET UTICA NY 13501 222562170 FUNDRAISING NY 501 (C) (3) 12B MOHAWK VALLEY HEALTH SYSTEM (PARENT) 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0