Civic Intelligence

Oneida Medical Practice P C

990 • Fiscal year 2014 • EIN 26-1147857

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

321 Genesee StreetOneida, NY 13421

(315) 363-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

23.54x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • NTEE E • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

3.11x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • NTEE E • $5M-$10M nonprofits • Source year 2014

Net Margin

1st percentile

-74%

Higher net margin than 1% of similar nonprofits.

2014 filings • NTEE E • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$608,013

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • NTEE E • $5M-$10M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$723,230

No earlier filing loaded for comparison.

Net Assets

-$16,304,408

No earlier filing loaded for comparison.

Liabilities

$17,027,638

No earlier filing loaded for comparison.

Revenue

$5,467,359

No earlier filing loaded for comparison.

Expenses

$9,513,179

No earlier filing loaded for comparison.

Net Income

-$4,045,820

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$100M$0-$100MAssets 2014: $723,230Liabilities 2014: $17,027,638Net Assets 2014: -$16,304,4082014Assets 2015: $669,969Liabilities 2015: $20,578,286Net Assets 2015: -$19,908,3172015Assets 2016: $1,084,174Liabilities 2016: $25,401,121Net Assets 2016: -$24,316,9472016Assets 2017: $1,976,359Liabilities 2017: $31,115,320Net Assets 2017: -$29,138,9612017Assets 2018: $3,128,257Liabilities 2018: $39,157,519Net Assets 2018: -$36,029,2622018Assets 2019: $2,483,354Liabilities 2019: $47,067,756Net Assets 2019: -$44,584,4022019Assets 2020: $2,268,104Liabilities 2020: $56,727,554Net Assets 2020: -$54,459,4502020Assets 2021: $2,895,096Liabilities 2021: $67,127,825Net Assets 2021: -$64,232,7292021Assets 2022: $2,922,113Liabilities 2022: $78,208,213Net Assets 2022: -$75,286,1002022Assets 2023: $1,399,308Liabilities 2023: $88,419,928Net Assets 2023: -$87,020,6202023Assets 2024: $1,703,420Liabilities 2024: $101,441,032Net Assets 2024: -$99,737,6122024

Highlighted filing

2014

Assets$723,230
Liabilities$17,027,638
Net Assets-$16,304,408

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MRevenue 2014: $5,467,359Expenses 2014: $9,513,179Net Income 2014: -$4,045,8202014Revenue 2015: $6,219,936Expenses 2015: $9,823,844Net Income 2015: -$3,603,9082015Revenue 2016: $5,370,596Expenses 2016: $9,779,226Net Income 2016: -$4,408,6302016Revenue 2017: $6,348,089Expenses 2017: $11,170,103Net Income 2017: -$4,822,0142017Revenue 2018: $8,673,875Expenses 2018: $15,564,176Net Income 2018: -$6,890,3012018Revenue 2019: $10,607,460Expenses 2019: $19,162,600Net Income 2019: -$8,555,1402019Revenue 2020: $10,132,158Expenses 2020: $20,007,206Net Income 2020: -$9,875,0482020Revenue 2021: $13,472,867Expenses 2021: $23,246,146Net Income 2021: -$9,773,2792021Revenue 2022: $15,529,039Expenses 2022: $26,582,410Net Income 2022: -$11,053,3712022Revenue 2023: $15,543,095Expenses 2023: $27,277,615Net Income 2023: -$11,734,5202023Revenue 2024: $15,288,432Expenses 2024: $28,005,424Net Income 2024: -$12,716,9922024

Highlighted filing

2014

Revenue$5,467,359
Expenses$9,513,179
Net Income-$4,045,820
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$5,467,359
Mission and Program Overview

Mission

Oneida medical practice, p.c. Is a not-for-profit organization committed to providing medical and other health related services in furtherance of oneida health systems, inc. D/b/a oneida health's charitable purpose.

Oneida medical practice, p.c. Is a not-for-profit organization committed to providing medical and other health related services in furtherance of oneida health systems, inc. D/b/a oneida healthcare center's charitable purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$408,048$569,336▲ $161,288
Cash and Non-Interest-Bearing Accounts$64,166$153,894▲ $89,728
Total Assets$472,214$723,230▲ $251,016
Liabilities
Accounts Payable and Accrued Expenses$12,730,802$17,027,638▲ $4,296,836
Total Liabilities$12,730,802$17,027,638▲ $4,296,836
Net Assets / Fund Balance
Unrestricted Net Assets$-12,258,588$-16,304,408▼ $4,045,820
Total Net Assets Fund Balance$-12,258,588$-16,304,408▼ $4,045,820
Total Liabilities and Net Assets / Fund Balance$472,214$723,230▲ $251,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GordonEnt PhysicianFT$564,572$43,441$608,013
John KingOthropedic PhysicianFT$490,088$32,210$522,298
David PatalinoOrthropedic PhysicianFT$334,250-$334,250
Islam HassanNeurology PhysicianFT$253,468$23,227$276,695
Jonathan WigdersonOrthopedic PhysicianFT$176,750-$176,750
Dewey RowlandsAssistant Secretary--$97,342$97,342
John MilliganCFO--$71,883$71,883
Paul SopacAssistant Secretary--$35,290$35,290

Board Members and Trustees

NameTitle
Dana Vick MdPresident/sole Member
Gene MorrealeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$11,760
Program Service Revenue
$5,430,306
Investment Income
$25,293
Other Revenue
$0
Change in Net Assets
$-4,045,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,092,267
Other Expenses$4,420,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,573,307$1,025,650-$4,598,957
Fees for Services Other$2,601,491$459,441-$3,060,932
Other Employee Benefits$429,180$64,130-$493,310
Insurance$249,577--$249,577
Depreciation Depletion$186,511--$186,511
Occupancy$53,763$100,085-$153,848
Advertising$33,839$25,877-$59,716
Interest$57,511--$57,511
Fees for Services Legal-$52,392-$52,392
Other Expenses$28,595$6,913-$35,508
All Other Expenses$26,324$4,742-$31,066
Office Expenses$1,252$11,574-$12,826
Travel$4,026$6,920-$10,946
Conferences and Meetings$6,795$4,012-$10,807
Total Functional Expenses$7,626,163$1,887,016$0$9,513,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Oneida medical practice, p.c. Adopted the provisions of the new york state non profit revitalization act.

Form 990, Part VI, Section A, Line 6

Dana j. Vick is the sole member for the corporation.

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

The approval of the hospital(oneida health systems) is required to elect or appoint one or more members of the governing body.

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

All governance decisions are subject to the approval of the hospital(oneida health systems).

Form 990, Part VI, Section B, Line 11

The form 990 is detail reviewed by the officers of the corporation and is provided to the board of directors for their review prior to filing the form 990.

Form 990, Part VI, Section B, Line 12C

Oneida medical practice, pc requires all directors and key employees to disclose annually interests that could give rise to conflicts. The conflict of interest statements are summarized and reviewed by management, council and the executive committee of trustees to identify potential conflicts of interests. When a potential conflict is identified (for example by recusing interested parties from certain board votes or engaging in competitive bidding for contracts) any conflict is documented in the board minutes.

Form 990, Part VI, Section B, Line 15

Oneida health systems including oneida medical practice, pc has an executive committee of trustees to review the performance and compensation of the president and all vice presidents. The compensation committee utilized compensation comparability data from yafee and company and iroquois health association to support the determination of salary for the selected positions and contemporious substantiation including committee minutes. Relative to officers and key employees the ceo of oneida health systems utilizes compensation comparability data from yafee and company and iroquois healthcare association along with annual performance evaluations to determine the compensation of these aforementioned individuals. The compensation survey data utilized are from comparable sized not for profit healthcare facilities located in relatively the same region as oneida medical practice, pc.

Form 990, Part VI, Section C, Line 19

Oneida medical pratice, p.c. Will make its governing documents available to the public upon request and pursuant to internal revenue service guidelines.

Filing and Contact Details

Filer

Filer Name
Oneida Medical Practice Pc
EIN
26-1147857
Phone
3153636000
Address
321 GENESEE STREET, ONEIDA, NY 13421

Signing Officer

Name
John Milligan
Title
CFO
Phone
3153636000
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gene Morreale
Formed
2007
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Fust Charles Chambers Llp
Address
5784 WIDEWATERS PARKWAY, SYRACUSE, NY 13214
Preparer
Joseph J Schlegel
Phone
3154463600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Collection agency fees: program service expenses 0. Management and general expenses 60,447. Fundraising expenses 0. Total expenses 60,447. Professional fees: program service expenses 2,506,466. Management and general expenses 382,366. Fundraising expenses 0. Total expenses 2,888,832. Contracted employees: program service expenses 95,025. Management and general expenses 16,628. Fundraising expenses 0. Total expenses 111,653.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Oneida healthcare center (ohc) is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal income taxes on related income pursuant to section 501(a) of the internal revenue code. Ohc is subject to federal income taxes on unrelated business income under section 511 of the internal revenue code. As of december 31, 2014, and 2013, ohc did not have any unrecognized tax benefits or any related accrued interest or penalties. The tax years open to examination by federal and state taxing authorities are 2011 through 2014.

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IRS990/OtherExpensesGrp/ProgramServicesAmt225104
IRS990/OtherExpensesGrp/ProgramServicesAmt328595
IRS990/OtherExpensesGrp/TotalAmt0241063
IRS990/OtherExpensesGrp/TotalAmt1207575
IRS990/OtherExpensesGrp/TotalAmt250634
IRS990/OtherExpensesGrp/TotalAmt335508
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01025650
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03573307
IRS990/OtherSalariesAndWagesGrp/TotalAmt04598957
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GENE MORREALE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621110
IRS990/ProgramServiceRevenueGrp/BusinessCd1621110
IRS990/ProgramServiceRevenueGrp/BusinessCd2621110
IRS990/ProgramServiceRevenueGrp/BusinessCd3621110
IRS990/ProgramServiceRevenueGrp/BusinessCd4621110
IRS990/ProgramServiceRevenueGrp/Desc0ONEIDA ANESTHESIA
IRS990/ProgramServiceRevenueGrp/Desc1ENT SPECIALISTS OF ONE
IRS990/ProgramServiceRevenueGrp/Desc2ONEIDA ORTHOPEDIC SPEC
IRS990/ProgramServiceRevenueGrp/Desc3NEUROLOGY SPECIALISTS
IRS990/ProgramServiceRevenueGrp/Desc4QUICK CARE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11451230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21104026
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3283179
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4193522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02398349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11451230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21104026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3283179
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4193522
IRS990/ProgSrvcAccomActy2Grp/Desc0ONEIDA ORTHROPEDIC SPECIALISTS PROVIDE COMPREHENSIVE MUSCULOSKELETAL CARE FOR PATIENTS OF ALL AGES USING BOTH SURGICAL AND NONSURGICAL MEANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02444196
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01104026
IRS990/ProgSrvcAccomActy3Grp/Desc0ENT SPECIALISTS OF ONEIDA ARE DEDICATED TO THE DIANOSIS AND TREATMENT OF CONDITIONS THAT AFFECT THE FUNCTIONING OF THE EARS, NOSE AND THROAT OF PATIENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01739689
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01451230
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NEUROLOGY SPECIALISTS OF ONEIDA PROVIDES COMPREHENSIVE NEUROLOGY CONSULTATION, DIAGNOSIS, AND TREATMENT SERVICES FOR ADULT AND GERIATRIC PATIENTS USING CUTTING-EDGE TECHNOLOGIES TO PROVIDE THE BEST POSSIBLE CARE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1QUICK CARE IS AN AFTER-HOURS WALK-IN SOLUTION FOR (NON-EMERGENCY) MEDICAL CARE. LABORATORY AND X-RAY SERVICES ARE AVAILABLE ON-SITE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0513888
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1266779
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0283179
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02398349
IRS990ScheduleA/HospitalInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ONEIDA HEALTHCARE CENTER (OHC) IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. OHC IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2014, AND 2013, OHC DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2011 THROUGH 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
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