2025-11-13T11:41:03+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 100018604 990 2024-01-01 222511450 HealthAlliance Foundation Inc HEAL 8459436084 105 MARYS AVENUE KINGSTON NY 12401 ELISSA WALISZEWSKI CHESSARI COO NORTHERN REGION 8459436084 2025-11-13 true Yucen Zhong P01593150 2127733000 2025-11-13 2024 2025-03-06 01:10:19Z Elissa Waliszewski Chessari 105 MARYS AVENUE KINGSTON NY 12401 1079085 false X WWW.HAHV.ORG X 1982 NY TO PROVIDE SUPPORT TO HEALTHALLIANCE HOSPITALS. 11 9 0 0 0 109415 114894 0 0 27730 55122 126036 119588 263181 289604 31843 360317 0 0 51015 8760 0 0 115075 279531 189118 362389 558195 -99208 -268591 2525449 2245391 326733 254421 2198716 1990970 TO BE A STRATEGIC & PROACTIVE FUNDRAISING ORGANIZATION THAT COMMUNICATES THE HEALTHALLIANCE HOSPITALS' GOALS TO FURTHER RAISE AWARENESS OF THE ESSENTIAL ROLE THEY PLAY IN THE COMMUNITIES SERVED WHILE FOSTERING GOODWILL IN THE AREA. false false 440185 360317 48919 HEALTHALLIANCE FOUNDATION INC. USES THE PROCEEDS OF ITS FUNDRAISING AND INVESTMENT ACTIVITIES TO PROVIDE SUPPORT TO THE HEALTHALLIANCE HOSPITALS IN THE TREATMENT, THERAPY, EDUCATION AND HEALTH MAINTENANCE PROGRAMS. FURTHER, THE FOUNDATION'S MISSION IS TO PROVIDE AN ENDOWMENT TO ENSURE THE FUTURE VIABILITY OF HEALTHALLIANCE, INC. 440185 true true false false false false false false false true true false false false true false false true false false false false false false true false false true true true false false false false false false false false false false false false false false false true true false false false true 10 0 true 0 false false false false false true true false false false false false false false false X 11 9 false false false false true true true true true false false false true true true true false false false false false false NY X ERIN NAGY DIRECTOR OF FINANCE 8459436084 105 MARYS AVENUE KINGSTON NY 12401 JOSHUA RATNER CEO until November 2024, Trustee thereafter 1.0 39.0 X X 0 1214669 86847 BARBARA CONNELLY COHEN TRUSTEE 1.0 0.0 X 0 0 0 CASEY SCANLON TRUSTEE 1.0 0.0 X 0 0 0 CATHERINE ALLEN MD TRUSTEE 1.0 39.0 X 0 439465 67307 DARLENE BOVER TRUSTEE 1.0 0.0 X 0 0 0 DR DONNA MOSS TRUSTEE 1.0 0.0 X 0 0 0 J CHRISTOPHER SMAILER TRUSTEE (resigned october 2024) 1.0 3.0 X 0 0 0 JOHN BONAVITA-GOLDMAN MD TRUSTEE 1.0 3.0 X 0 0 0 MARISA PEREZ-ROGERS First vice chair (AS OF DECEMBER 2023) 1.0 0.0 X 0 0 0 MARY ANN HILDEBRANDT CHAIR 1.0 0.0 X 0 0 0 ROCCO J PUCINO III TREASURER 1.0 0.0 X 0 0 0 SANDI ARMSTRONG TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL DOYLE MD CMO 1.0 39.0 X 0 590841 9189 0 2244975 163343 0 false true false Morrison Healthcare PO Box 102289 Atlanta GA 303692289 retail services 196727 1 30000 84894 114894 0 0 0 0 0 26936 26936 0 0 705123 676937 28186 0 28186 28186 183213 30000 112544 70669 70669 48919 0 48919 48919 0 0 0 0 0 289604 48919 0 125791 356317 356317 4000 4000 0 0 0 0 0 0 0 0 0 0 0 0 4883 869 2935 1079 0 0 0 0 3877 695 0 3182 0 0 0 0 145986 55548 0 90438 0 0 0 0 8500 0 0 8500 0 0 0 0 0 0 9493 0 0 9493 0 0 0 0 0 0 0 0 12745 10362 0 2383 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8278 8278 0 0 0 0 0 0 4116 4116 0 0 0 0 0 0 0 0 0 0 558195 440185 2935 115075 0 0 0 0 742955 808683 687898 263188 93023 78680 0 0 0 0 0 0 0 0 0 0 210 219 400450 346938 57628 53512 924152 1041109 0 0 0 0 19583 0 2525449 2245391 122142 71078 0 0 0 0 0 0 0 0 0 0 204591 182914 0 0 0 429 326733 254421 X -52896 -25829 2251612 2016799 0 0 0 0 0 0 2198716 1990970 2525449 2245391 X -268591 76151 -15306 X false true true false X 374989 187198 272604 119107 122397 1076295 0 0 374989 187198 272604 119107 122397 1076295 263049 813246 13647 20329 19154 23079 26936 103145 0 0 0 0 0 0 0 1179440 841684 0.68952 0.76500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 883767 28936 9493 903210 887278 0 4651 8162 883767 941930 0 -46634 8018 887278 830586 0 119526 8182 941930 739312 0 98365 7091 830586 0.0 1.0 0.0 false false 400450 346938 53512 53512 Federal Income Taxes DUE TO AFFILIATES 429 429 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THESE FUNDS ARE TO BE HELD IN PERPETUITY AS RESTRICTED BY DONOR. FUNDS EARN INTEREST THAT IS USED TO FUND PROGRAMS AND SERVICES AT HEALTHALLIANCE HOSPITAL. TULIP BALL 97775 10000 87775 37662 28200 FINNEGAN GOLF 105435 20000 85435 24713 17389 1 10003 10003 4580 213213 30000 183213 62375 28200 21969 112544 70669 true HEALTHALLIANCE HOSPITAL 105 MARYS AVENUE KINGSTON NY 12401 141338470 501(C)(3) 356317 0 N/A N/A N/A 1 0 EMPLOYEE SCHOLARSHIPS AND EDUCATIONAL EXPENSES 4 4000 0 N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE FOUNDATION OFFICE KEEPS A LOG OF INDIVIDUALS RECEIVING ASSISTANCE. THE INTENDED RECIPIENT REQUESTS FUNDS AGAINST GRANT INCOME FROM THE FOUNDATION AND HAS TO PROVIDE BACKUP TO SUPPORT THE INTENDED USE. THE FOUNDATION THEN REVIEWS AND APPROVES THE BACKUP TO THE REQUIREMENTS OF THE GRANT BEFORE THE FUNDS ARE RELEASED. false false false false false false false false false JOSHUA RATNER CEO until November 2024, Trustee thereafter 0 1102541 0 89128 0 23000 0 48300 0 38547 0 1301516 0 0 CATHERINE ALLEN MD TRUSTEE 0 439465 0 0 0 0 0 36800 0 30507 0 506772 0 0 MICHAEL DOYLE MD CMO 0 535917 0 54388 0 536 0 8625 0 564 0 600030 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The organization is subject to the compensation policies and process established by its sole member with respect to the system of related entities under its direction. Pursuant to that process, the Personnel and Compensation Committee of the sole member's Board of Directors sets the level of total compensation (base salary and incentive compensation) and benefits provided to senior executives. To set total compensation levels, the Committee works with a national independent compensation consulting firm to ensure that executive compensation levels are reasonable and appropriate relative to similar positions in comparable organizations, based on objective survey data. Executives' total compensation opportunities include incentive compensation arrangements based on each executive's achievement of specific performance goals set forth at the start of each calendar year, the achievement of which is measured at the end of each calendar year by the CEO or the Board of Directors (depending on the role). Leaders in roles below the senior executive tier are not subject to this Board process, but are subject to compensation and benefit arrangements under the established policies and programs of the sole member. Under those policies and programs, all compensation arrangements are administered in a manner intended to ensure competitive positioning and to permit effective recruitment and retention, while not exceeding reasonable, fair market levels. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE FOUNDATION IS HEALTHALLIANCE OF THE HUDSON VALLEY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body HEALTHALLIANCE HAS THE POWER TO APPOINT AND REMOVE THE DIRECTOR OF THE FOUNDATION BASED ON RECOMMENDATIONS OF THE BOARD OF DIRECTORS AND SUBJECT TO LIMITATIONS IN THE BYLAWS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ANY OR ALL OF THE DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE BY VOTE OF THE BOARD OF DIRECTORS, HOWEVER, HEALTHALLIANCE'S CONSENT SHALL BE REQUIRED TO REMOVE ANY DIRECTOR OF THE FOUNDATION WITHOUT CAUSE WHO ALSO SERVES AS A DIRECTOR OF THE BROADWAY CAMPUS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX ADVISORS WITH ASSISTANCE FROM THE ORGANIZATION'S FINANCE DEPARTMENT AND OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT AND THEN WAS PRESENTED TO THE FINANCE COMMITTEE OF THE SOLE MEMBER'S BOARD OF DIRECTORS FOR REVIEW AND APPROVAL FOR FILING; THE FINANCE COMMITTEE REPORTS OUT TO THE SOLE MEMBER'S FULL BOARD. Form 990, Part VI, Line 12c Conflict of interest policy THE SOLE MEMBER MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY MEANS OF A SURVEY DEVELOPED AND APPROVED BY THE CHIEF COMPLIANCE OFFICER OF THE SOLE MEMBER. THE SURVEY IS SENT TO ALL TRUSTEES, OFFICERS, AND KEY EXECUTIVES FOR COMPLETION. ALL SURVEY RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED IN THE RESPONSES ARE DISCUSSED WITH SENIOR MANAGEMENT AND/OR REFERRED TO THE WMCHEALTH CONFLICTS OF INTEREST COMMITTEE FOR DISCUSSION. POTENTIAL ACTIONS TO BE TAKEN IN RESPONSE TO A CONFLICT CAN BE ONE OR MORE OF THE FOLLOWING: 1) FURTHER DISCLOSURE OF THE CONFLICT 2) INDIVIDUAL RECUSAL FROM DECISIONS FOR TRANSACTIONS WHERE THAT INDIVIDUAL MAY HAVE A CONFLICT 3) REQUEST IN WRITING THE INDIVIDUAL ALLEVIATES THE CONFLICT 4) REMOVAL OF THE INDIVIDUAL FROM THEIR POSITION Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances BAD DEBT EXPENSE - 755; Transfer to Healthalliance Hospital - -16061; Total - -15306; BON SECOURS CHARITY HEALTH SYSTEM INC 255 LAFAYETTE AVE SUFFERN NY 10901 912135195 SUPPORTING NY 501(c)(3) Type III-FI WMC Health Network-Rockland Inc false BON SECOURS COMMUNITY HOSPITAL FDN 255 LAFAYETTE AVE SUFFERN NY 10901 810667395 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false BON SECOURS WARWICK HEALTH FOUNDATION 255 LAFAYETTE AVE SUFFERN NY 10901 141972807 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false GOOD SAMARITAN FDN FOR BETTER HEALTH 255 LAFAYETTE AVE SUFFERN NY 10901 133400353 SUPPORT FDN NY 501(c)(3) 7 BSCHSI false HEALTH ALLIANCE INC 105 MARYS AVENUE KINGSTON NY 12401 261850453 SUPPORTING NY 501(c)(3) WCHCC false HEALTHALLIANCE HOSPITAL BROADWAY CAMPUS 396 BROADWAY KINGSTON NY 12401 141349558 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE HEALTH FOUNDATION 42084 STATE HIGHWAY 28 MARGARETVILLE NY 12455 261998454 SUPPORT FDN NY 501(c)(3) MMH false MARGARETVILLE MEMORIAL HOSPITAL 42084 STATE ROUTE 28 MARGARETVILLE NY 12455 150552726 EXEMPT HOSP NY 501(c)(3) 3 HA INC false MARGARETVILLE NURSING HOME INC 42158 STATE HIGHWAY 28 MARGARETVILLE NY 12455 223143565 NURSING HOME NY 501(c)(3) 10 MMH false MID-HUDSON VALLEY EARLY EDUCATION CENTER 100 WOODS ROAD VALHALLA NY 10595 465534882 PRESCHOOL NY 501(c)(3) 10 WCHCC false NORTH ROAD LHCSA INC 100 WOODS ROAD VALHALLA NY 10595 465293268 HOMECARE SVCS NY 501(c)(3) 10 WCHCC false WESTCHESTER COUNTY HEALTH CARE CORP 100 WOODS ROAD VALHALLA NY 10595 133964321 HEALTHCARE NY NA false WESTCHESTER MEDICAL CENTER FOUNDATION 100 WOODS ROAD VALHALLA NY 10595 134095845 FUNDRAISING NY 501(c)(3) 7 WCHCC false WMC HEALTH NETWORK - ROCKLAND INC 100 WOODS ROAD VALHALLA NY 10595 320467873 SUPPORTING NY 501(c)(3) NA false WMC HEALTH NETWORK - ULSTER INC 100 WOODS ROAD VALHALLA NY 10595 320477183 SUPPORTING NY 501(c)(3) WCHCC false WMC NEW YORK INC 100 WOODS ROAD VALHALLA NY 10595 134107894 FUNDRAISING NY 501(c)(3) WCHCC false HealthAlliance Hospital 105 MARYS AVENUE KINGSTON NY 12401 141338470 EXEMPT HOSPital NY 501(c)(3) 3 HA INC false WMC ADVANCED PHYSICIAN SERVICES PC 100 WOODS RD TAYLOR PAVILION M222 VALHALLA NY 10595 264709927 HEALTHCARE NY 501(c)(3) 10 WCHCC false HUDSON RIVER WEST INSURANCE LIMITED 23 LIME TREE BAY AVE PO BOX 1051 GRAND CAYMAN CJ CAP INSURANCE CJ BSCHSI C Corporation false HUDSON RIVER NORTH INSURANCE LIMITED 23 LIME TREE BAY AVE PO BOX 1051 GRAND CAYMAN CJ CAP INSURANCE CJ HA INC C Corporation false NORTHEAST PROVIDER SOLUTIONS INC 100 WOODS ROAD VALHALLA NY 10595 133991673 MSO & HEARING NY NA C Corporation false WCHCC (BERMUDA) LIMITED VICTORIA HALL 11 VICTORIA STREET HAMILTON BD CAP INSURANCE BD NA C Corporation false KINGSTON REGIONAL HEALTH CARE ENTERPRISE 105 MARYS AVENUE KINGSTON NY 12401 161514994 INVESTMENT NY HAH BWAY C Corporation false MID HUDSON PHYSICIANS PC 396 BROADWAY KINGSTON NY 12401 203564769 MEDICAL SVCS NY NA C Corporation false false true false false false false false false false false false false false false false false false false false Schedule R, Part II BON SECOURS CHARITY HEALTH SYSTEM, INC. (BSCHS) HEALTHALLIANCE FOUNDATION, INC. HAS A BROTHER-SISTER RELATIONSHIP WITH BSCHS'S SIX SUBORDINATES IN A GROUP EXEMPTION WITHIN BSCHS.