2025-11-17T17:31:39-06:00 2024-12-31 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2024-01-01 851152298 ZUFALL HEALTH FOUNDATION INC % IMOGENE ANDERSON ZUFA 9733289100 18 WEST BLACKWELL STREET DOVER NJ 07801 FRANCES PALM CEO 9733289100 2025-04-30 true true ERIK A HALLUSKA P01954172 9738989494 2024 2025-03-06 01:10:19Z FRANCES PALM 18 WEST BLACKWELL STREET DOVER NJ 07801 364169 false X WWW.ZUFALLHEALTH.ORG X 2020 NJ TO RAISE FUNDS TO SUPPORT THE CHARITABLE PURPOSE OF ZUFALL HEALTH CENTER, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. 8 4 0 0 0 0 560067 318652 0 0 24973 45517 -24481 -29566 560559 334603 0 0 0 0 0 0 0 0 247483 210237 247483 210237 247483 350322 87120 1207109 763970 663748 8490 543361 755480 X THE MISSION OF THE ZUFALL HEALTH FOUNDATION, INC. IS TO SUPPORT THE CHARITABLE PURPOSES OF ZUFALL HEALTH CENTER, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HEALTHCARE ORGANIZATION, WHICH PROVIDES ACCESS TO QUALITY, AFFORDABLE AND CULTURALLY COMPETENT HEALTHCARE TO PEOPLE AND COMMUNITIES WHO EXPERIENCE BARRIERS TO CARE. false false 0 0 0 ZUFALL HEALTH FOUNDATION, INC. SUPPORTS THE CHARITABLE PURPOSES OF ZUFALL HEALTH CENTER, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HEALTHCARE ORGANIZATION, WHICH PROVIDES ACCESS TO QUALITY, AFFORDABLE AND CULTURALLY COMPETENT HEALTHCARE TO PEOPLE AND COMMUNITIES WHO EXPERIENCE BARRIERS TO CARE. 0 true true false false false false false false false false false false false true true true false true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true X 5 0 true 0 false false false false false false false false false false false false X 8 4 true false false false true true true true true false false true true true true true true false false false NJ X IMOGENE ANDERSON 9733289100 18 WEST BLACKWELL STREET DOVER NJ 07801 X FRANCIS L PALM MPA TRUSTEE - PRESIDENT/CEO ZHC 40.0 0.0 X X 0 276238 43512 KATHERINE PALLA MD TRUSTEE 40.0 0.0 X 0 224195 21809 PETER BEBEL MBA TREASURER - TRST. (TERM 12/24) 40.0 0.0 X X 0 167358 31166 IMOGENE ANDERSON CFO ZHC (EFF 11/24) 40.0 0.0 X 0 144703 17179 SHADE W CRONAN FOUNDATION DIRECTOR 40.0 0.0 X 0 92534 10772 EVA TURBINER MA TRUSTEE 40.0 0.0 X 0 10063 6349 PETER WOLFSON JD PRESIDENT - TRUSTEE 1.0 0.0 X X 0 0 0 JEANNE HORSEY MSN SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 WILLIAM SHULER TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 BARRY RABNER MPA TRUSTEE 1.0 0.0 X 0 0 0 0 915091 130787 0 false true false 0 220502 98150 318652 0 45517 45517 0 0 0 0 0 0 0 220502 29566 -29566 -29566 0 0 0 0 0 0 0 334603 15951 0 0 0 0 0 0 0 0 0 0 0 5365 5365 0 0 0 0 6815 0 0 6815 0 16983 16983 0 0 0 1000 1000 0 0 0 0 0 0 ALLOCATION OF PERSONNEL COST 217320 217320 247483 0 0 247483 1191109 714900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16000 49070 1207109 763970 988 8490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 662760 0 663748 8490 X 543361 755480 0 0 543361 755480 1207109 763970 X 87120 124999 X X false true X true false X X 1 ZUFALL HEALTH CENTER INC 223125397 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE FROM AFFILIATE 49070 49070 0 0 X SCHEDULE D, PART X, LINE 2 THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION IS ALSO EXEMPT UNDER TITLE 15 OF THE STATE OF NEW JERSEY CORPORATIONS AND ORGANIZATIONS NOT-FOR-PROFIT ACT. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX HAS BEEN PRESENTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB's ASC INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION AS THEY RELATE TO THOSE TAX POSITIONS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS AND ACCORDINGLY, HAS NOT RECORDED ANY TAX PROVISION FOR THE YEAR ENDED DECEMBER 31, 2024. HOWEVER, THE FOUNDATION IS SUBJECT TO AUDIT BY TAX AUTHORITIES INCLUDING A REVIEW OF ITS NONPROFIT STATUS WHICH MANAGEMENT BELIEVES WOULD BE UPHELD UPON EXAMINATION. AS SUCH, CERTAIN TAX POSITIONS COULD BE CHALLENGED AND THE AMOUNTS ULTIMATELY PAID, IF ANY, UPON RESOLUTION OF THE ISSUES RAISED BY THE TAXING AUTHORITIES, MAY DIFFER MATERIALLY FROM THE AMOUNTS FILED. BE WELL EVENT 148348 148348 18385 650 5331 SMILE FOR HEROS 55000 55000 1 17154 17154 5200 220502 220502 18385 650 5331 5200 29566 -29566 false false false false false false false true false FRANCIS L PALM MPA TRUSTEE - PRESIDENT/CEO ZHC 0 275322 0 400 0 516 0 30406 0 13106 0 319750 0 0 KATHERINE PALLA MD TRUSTEE 0 207279 0 16400 0 516 0 10200 0 11609 0 246004 0 0 PETER BEBEL MBA TREASURER - TRST. (TERM 12/24) 0 154832 0 0 0 12526 0 12692 0 18474 0 198524 0 0 IMOGENE ANDERSON CFO ZHC (EFF 11/24) 0 143511 0 400 0 792 0 4265 0 12914 0 161882 0 0 SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. CORE FORM, PART V; QUESTIONS 1A & 1B AND CORE FORM, PART VII THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH CENTER, INC. AND ITS AFFILIATE; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE ORGANIZATION'S FORM 990 REFLECTS NO TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). ZUFALL HEALTH CENTER, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION PAYS ALL OUTSTANDING ACCOUNTS PAYABLE INVOICES ON BEHALF OF THIS ORGANIZATION. IN CONJUNCTION WITH THIS SERVICE, ZUFALL HEALTH CENTER, INC. ALSO PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. ZUFALL HEALTH CENTER, INC. ALLOCATES THESE PAYMENTS TO THE ORGANIZATION VIA AN INTERCOMPANY ACCOUNT. IN ADDITION, THIS ORGANIZATION'S FORM 990 REFLECTS NO COMPENSATED INDIVIDUALS FROM THIS ENTITY. ZUFALL HEALTH CENTER, INC. ISSUES FORMS W-2 TO INDIVIDUALS WHO PROVIDE SERVICES TO THIS ORGANIZATION AND FILES THE APPLICABLE FORMS WITH THE INTERNAL REVENUE SERVICE. ZUFALL HEALTH CENTER, INC. ALLOCATES THESE PAYMENTS TO THIS ORGANIZATION VIA AN INTERCOMPANY ACCOUNT. CORE FORM, PART VI, SECTION A, LINE 2 WILLIAM SHULER & EVA TURBINER, MA - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ZUFALL HEALTH CENTER, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. ZUFALL HEALTH CENTER, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE ORGANIZATION ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FROM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PROVIDING THE FEDERAL FORM 990 TO THE ORGANIZATION'S BOARD OF TRUSTEES AND FILING WITH THE IRS. CORE FORM, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. THE SYSTEM CURRENTLY HAS IN PLACE A CONFLICT-OF-INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT-OF-INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, GOVERNING BODY AND MANAGEMENT WILL INVESTIGATE THE ISSUE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, MANAGEMENT AND THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY. THE MEMBER WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THAT THERE IS NO LONGER A CONFLICT. CORE FORM, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. COMPENSATION AT ZUFALL HEALTH CENTER TAKES INTO CONSIDERATION THE COMPENSATION PAID FOR OTHER SIMILAR POSITIONS IN THE MARKET PLACE AS WELL AS GENERAL PERFORMANCE OF THE EMPLOYEE AND THE CURRENT FINANCIAL CAPACITY OF THE ORGANIZATION. EACH YEAR THE BOARD OF TRUSTEES CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT/CHIEF SYSTEM'S EXECUTIVE OFFICER ("CEO") AND SETS THE CEO'S SALARY. WHEN ESTABLISHING THE SALARY, THE BOARD REVIEWS COMPENSATION SURVEYS CONDUCTED BY THE NEW JERSEY HEALTH CENTERS TO ENSURE THAT THE SYSTEM'S CEO'S COMPENSATION IS CONSISTENT WITH STATE AND NATIONAL BENCHMARKS. SIMILARLY, THE CEO TAKES INTO ACCOUNT THOSE SAME COMPENSATION SURVEYS AS THE CEO SETS THE COMPENSATION FOR CERTAIN OTHER OFFICERS AND KEY EMPLOYEES. CORE FORM, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON WRITTEN REQUEST AT THE ORGANIZATION'S OFFICE AT 18 WEST BLACKWELL STREET, DOVER, NJ, 07801. IN ADDITION, FORM 1023 AS WELL AS THE FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S OFFICE AT 18 WEST BLACKWELL STREET, DOVER, NJ, 07801. CORE FORM, PART VII AND SCHEDULE J THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. CORE FORM, PART VII AND SCHEDULE J, PART II REFLECTS BOARD MEMBERS/OFFICERS OF THIS ORGANIZATION WHO RECEIVED COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THAT THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. CERTAIN BOARD OF TRUSTEES MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND ZUFALL HEALTH CENTER, INC. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF ZUFALL HEALTH CENTER, INC., THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI, QUESTION 9 OTHER CHANGES IN NET ASSETS: - CHANGE IN PY FINAL NET ASSETS: $124,999. CORE FORM, PART XII; QUESTION 2 AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF THE ORGANIZATION FOR THE YEAR ENDED DECEMBER 31, 2024. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FINANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. ZUFALL HEALTH CENTER INC 18 WEST BLACKWELL ST DOVER NJ 07801 223125397 HEALTH SVCS. NJ 501(C)(3) LINE 7 NA false false false false false true false false false false false false true false true true true false false false ZUFALL HEALTH CENTER INC E 220670 COST ZUFALL HEALTH CENTER INC O 217320 COST SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE WITHIN ZUFALL HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). ZUFALL HEALTH CENTER, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE SYSTEM'S ENTITIES WORK TOGETHER TO DELIVER HIGH-QUALITY COST-EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.