Civic Intelligence

Upmc Hamot Aid Society

EIN 25-6039041 • 501(c)3 • Erie, PA

Profile

Support the mission of upmc hamot medical center via operation of the gift shop, providing needed volunteer hours, and providing financial support.

201 State StreetErie, PA 16550

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-3083%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-72%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$0

Down $630,778 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $630,778 (-100%) from 2015

Revenue

Down

$20,458

Down $52,966 (-72%) from 2015

Expenses

Up

$651,236

Up $486,966 (+296%) from 2015

Net Income

Down

-$630,778

Down $539,932 (-594%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $700,638Liabilities 2011: $24,543Net Assets 2011: $676,0952011Assets 2014: $721,624Liabilities 2014: $0Net Assets 2014: $721,6242014Assets 2015: $630,778Liabilities 2015: $0Net Assets 2015: $630,7782015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $796,1162011Revenue 2014: $220,039Expenses 2014: $259,218Net Income 2014: -$39,1792014Revenue 2015: $73,424Expenses 2015: $164,270Net Income 2015: -$90,8462015Revenue 2016: $20,458Expenses 2016: $651,236Net Income 2016: -$630,7782016

Highlighted filing

2016

Revenue$20,458
Expenses$651,236
Net Income-$630,778

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$145,443
Mission and Program Overview

Mission

Support the mission of upmc hamot medical center via operation of the gift shop, providing needed volunteer hours, and providing financial support.

The mission of the upmc hamot aid society is to support the needs of upmc hamot medical center, its patients and guests through volunteer service, education and fundraising.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$438,824$380,657▼ $58,167
Cash and Non-Interest-Bearing Accounts$237,077$200,055▼ $37,022
Other Notes and Loans Receivable, Net$38,608$37,512▼ $1,096
Accounts Receivable$7,115$12,554▲ $5,439
Total Assets$721,624$630,778▼ $90,846
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$487,033$429,566▼ $57,467
Unrestricted Net Assets$234,591$201,212▼ $33,379
Total Net Assets Fund Balance$721,624$630,778▼ $90,846
Total Liabilities and Net Assets / Fund Balance$721,624$630,778▼ $90,846
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane McquillenGavel Club Chair
Mary ConcobyMembership Co-chair
Elsie DicksonWays & Means Co-chair
Paul JewellPresident
Donna PerinoPresident-elect/legislative
Michelle Loesel2nd Vice President
Sally MorganFirst Vice President
Cam DeckerDirector
Gail HitchcockDirector
Lisa BalsanDirector
Trudy ReichertDirector/health Promotions
Joy JewellAssistant Treasurer
Ann MurdockCorresponding Secretary
Claire FosterHhf Liaison
Trudy MuellerHospitality
Kathy DanchMedical Education/ways & Means
Shirley WilsonMembership
Lois YeagerParliamentarian
Sally DewittRecording Secretary
Marilynn WilmireRegistrar
Rose MclarenTreasurer/finance Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,306
Program Service Revenue
$70,143
Investment Income
$15,985
Other Revenue
$-16,010
All Other Contributions
$525
Change in Net Assets
$-90,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,373
Other Expenses$13,897
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$128,548--$128,548
Grants to Domestic Individuals$21,825--$21,825
Other Expenses$4,180$5,336-$5,336
Total Functional Expenses$154,553$9,717$0$164,270
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upmc Hamot Health FoundationErie, PA170 (a)(1)(b)(iii)Supported Hospital$128,548
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,500
Fundraising Direct Expenses$72,019
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Uniform Sales$39,121$39,121$31,985$7,136
Book Sales$22,010$22,010$19,873$2,137
Total Events$102,500$102,500$68,899$33,601
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The organization's members elect the board of directors.

Form 990, Part VI, Section B, Line 11

A draft copy of the return is provided to the board president and treasurer prior to filing the return.

Form 990, Part VI, Section C, Line 19

These documents are maintained at the organization's facility and are available on request.

Filing and Contact Details

Filer

Filer Name
Upmc Hamot Aid Society
EIN
25-6039041
Phone
8148776000
Address
201 STATE STREET, ERIE, PA 16550

Signing Officer

Name
Rose M Mclaren
Title
Treasurer
Phone
8148716000
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Jewell
Formed
1906
Legal Domicile
Pa
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Felix & Gloekler Pc
Address
2306 PENINSULA DRIVE, ERIE, PA 16506
Preparer
Alan Felix CPA
Phone
8148386095
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

Upmc hamot aid society keeps their books on a modified cash basis of accounting.

FORM 990, PART XII, LINE 2C:

The finance committe reviews draft statements with the independent accountant.

Raw XML AppendixShowing 400 of 498 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt04180
IRS990/OtherExpensesGrp/TotalAmt08561
IRS990/OtherExpensesGrp/TotalAmt15336
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1UNREALIZED INVESTMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-47357
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0866
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0866
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-47357
IRS990/OtherRevenueTotalAmt0-46491
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt038608
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt037512
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL JEWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0453220
IRS990/ProgramServiceRevenueGrp/Desc0VENDING/OTHER COMMISSI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070143
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PROVIDES GRANTS, SCHOLARSHIPS AND STUDENT LOANS TO UPMC HAMOT MEDICAL CENTER EMPLOYEES AND THEIR FAMILIES STUDYING IN HEALTH-RELATED FIELDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026005
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021825
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION SUPPORTS PROJECTS IN ITS AFFILIATED HOSPITAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0128548
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0128548
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08870
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0163465
IRS990/PYInvestmentIncomeAmt015144
IRS990/PYOtherExpensesAmt039164
IRS990/PYOtherRevenueAmt0135392
IRS990/PYProgramServiceRevenueAmt060633
IRS990/PYRevenuesLessExpensesAmt0-39179
IRS990/PYSalariesCompEmpBnftPaidAmt056589
IRS990/PYTotalExpensesAmt0259218
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0220039
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-90846
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt071009
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOCIETY'S BY-LAWS REQUIRE THAT SUBSTANTIALLY ALL ITS NET INCOME BE CONTRIBUTED TO UPMC HAMOT HEALTH FOUNDATION. ALSO, SOCIETY MEMBERS ARE REQUIRED TO DEVOTE SUBSTANTIAL VOLUNTEER HOURS TO UPMC HAMOT HOSPITAL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1UPMC HAMOT AID SOCIETY GIVES SUBSTANTIAL MONETARY SUPPORT TO UPMC HAMOT HEALTH FOUNDATION ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2UPMC HAMOT HEALTH FOUNDATION'S MISSION IS SIMILAR TO THAT OF UPMC HAMOT AID SOCIETY IN THAT THEY BOTH SUPPORT UPMC HAMOT MEDICAL CENTER IN SERVING ITS PATIENTS WITH QUALITY HEALTHCARE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV SECTION E LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART IV SECTION 3 LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0250965387
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0128548
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UPMC HAMOT HEALTH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0128548
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UNIFORM SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0102500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017041
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt068899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021825
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL EDUCATION SCHOLARSHIPS GIVEN TO MEDICAL STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/RecipientTable/CashGrantAmt0128548
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170 (A)(1)(B)(III)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPMC HAMOT HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0250965387

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