Civic Intelligence

Schuylkill Health System

EIN 26-2990543 • 501(c)3 • Pottsville, PA

Profile

The purpose of schuylkill health system ("shs") is to help advance the mission, vision, and values of the schuylkill medical center - south jackson street ("smc-south") and schuylkill medical center - east norwegian street ("smc-east").to accomplish that goal, shs serves as the fundraising arm of smc-south and smc-east. Activities promote and advance charitable health, scientific, social, and educational purposes, which in turn enhances the quality of life and benefits the residents of schuylkill county, pennsylvania and surrounding areas, and, among other things, to:a) support, promote, advance, and strengthen smc-south and smc-east in providing for the care and relief of injured and sick persons;b) promote the health and welfare of residents of schuylkill county, pennsylvania and surrounding areas through involvement in various health care and related activities; andc) provide assistance in whatever form to smc-south and smc-east.

420 South Jackson StreetPottsville, PA 17901

www.schuylkillhealth.com

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

62nd percentile

0.00x

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

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

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$0

Down $378,950 (-100%) from 2015

Liabilities

Down

$0

Down $14,009 (-100%) from 2015

Net Assets

Down

$0

Down $364,941 (-100%) from 2015

Revenue

Down

$2,781

Down $210,292 (-99%) from 2015

Expenses

Down

$304

Down $2,001 (-87%) from 2015

Net Income

Down

$2,477

Down $208,291 (-99%) from 2015

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $0Net Assets 2010: $02010Assets 2011: $212,273Liabilities 2011: $14,464Net Assets 2011: $197,8092011Assets 2012: $385,087Liabilities 2012: $25,964Net Assets 2012: $359,1232012Assets 2013: $171,712Liabilities 2013: $16,730Net Assets 2013: $154,9822013Assets 2014: $176,560Liabilities 2014: $22,387Net Assets 2014: $154,1732014Assets 2015: $378,950Liabilities 2015: $14,009Net Assets 2015: $364,9412015Assets 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.

$600K$400K$200K$0-$200KExpenses 2011: $168,4922011Expenses 2012: $141,5892012Expenses 2013: $490,6992013Revenue 2014: $267,914Expenses 2014: $268,723Net Income 2014: -$8092014Revenue 2015: $213,073Expenses 2015: $2,305Net Income 2015: $210,7682015Revenue 2016: $2,781Expenses 2016: $304Net Income 2016: $2,4772016

Highlighted filing

2016

Revenue$2,781
Expenses$304
Net Income$2,477

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Sep 15, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$24,568
Mission and Program Overview

Mission

The purpose of schuylkill health system (shs) was to help advance the mission, vision, and values of the schuylkill medical center - south jackson street (smc-south) and schuylkill medical center - east norwegian street (smc-east).to accomplish that goal, shs served as the fundraising arm of smc-south and smc-east. Activities promote and advance charitable health, scientific, social, and educational purposes, which in turn enhances the quality of life and benefits the residents of schuylkill county, pennsylvania and other surrounding areas, and, among other things, to:a) support, promote, advance, and strengthen smc-south and smc-east in providing for the care and relief of injured and sick persons;b) promote the health and welfare of residents of schuylkill county, pennsylvania and surrounding areas through involvement in various health care and related activities; andc) provide assistance in whatever form to smc-south and smc-east.

Help advance the mission, vision, and values of the schuylkill health system affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$102,587$0▼ $102,587
Inventories for Sale or Use$79,847$0▼ $79,847
Accounts Receivable$9,238$0▼ $9,238
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$191,672$0▼ $191,672
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,525--
Total Liabilities$3,525$0▼ $3,525
Net Assets / Fund Balance
Unrestricted Net Assets$168,993$0▼ $168,993
Temporarily Rstr Net Assets$19,154$0▼ $19,154
Total Net Assets Fund Balance$188,147$0▼ $188,147
Total Liabilities and Net Assets / Fund Balance$191,672$0▼ $191,672
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,035
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-254
All Other Contributions
$3,035
Change in Net Assets
$2,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$304-$304
Total Functional Expenses$0$304$0$304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,273
Fundraising Gross Income$675
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Health system management duties were delegated to the advisory board. The interim president/ceo, marc lory, and interim cfo, judy peek-lee, were employees of the advisory board. Payment for their services was paid directly to the advisory board. Advisory board also provided revenue cycle consulting and turn around team consulting services during the year.

Form 990, Part VI, Section B, Line 11B

The process to review the 990's includes: draft 1 of the returns is reviewed in detail with a focus on accuracy, completeness, and perspective by the lvhn vice-president, finance and controller. Draft 2 of the returns is reviewed by the executive vice president & chief financial officer. Draft 3 of the returns is reviewed together with the president & ceo, the executive vice president & chief financial officer, the vice-president, finance and controller and the director, tax. Final returns are reviewed with the lvhn board leadership group (the board chair and three vice chairs). Copies of all 990's are provided to the full board prior to filing.

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

Each officer, key employee, director, or trustee with board delegated authority is required to annually sign a conflict of interest disclosure statement. These statements are reviewed by the president/ceo's administrative assistant and any conflicts are reported to the president/ceo. The statements are kept on file in the president/ceo's office after review. Board members are expected to recuse themselves from taking any action or even discussing issues of related parties. If they violate these rules, they are removed from the board.

Form 990, Part VI, Section B, Line 15

Annually. The organization contracted with yaffe & company, an independent consultant, to make recommendations to the compensation committee, a sub-committee of the board, based on market and industry data to ensure that compensation is paid at no more than fair market value. This process was used for the following positions: president/ceo, vice president of operations/coo, vice president of nursing/cno, and the vice president of finance/cfo. Review and approval was documented in board and committee meeting minutes.

Form 990, Part VI, Section C, Line 18

Another's website - guidestar. Upon request - printed copies with senior management and marketing.

Form 990, Part VI, Section C, Line 19

Schuylkill health system made its governing documents, conflict of interest policy, and/or financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Schuylkill Health System
EIN
26-2990543
Phone
4848840130
Address
420 SOUTH JACKSON STREET, POTTSVILLE, PA 17901

Signing Officer

Name
EDWARD F O'DEA
Title
Executive VP & CFO
Phone
4848840130
Signed
2017-08-10

Organization Details

Principal Officer
Brian a Nester
Formed
2008
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

As of september 16, 2016, schuylkill health system merged into lehigh valley health network.

FORM 990, PART XI, LINE 9:

Transfer of balance sheet to lvhn -190,624.

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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/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16INTERIM PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP FINANCE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP NURSING/CNO
IRS990/Form990PartVIISectionAGrp/TitleTxt19INTERIM CFO
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IRS990/FormationYr02008
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IRS990/MissionDesc0THE PURPOSE OF SCHUYLKILL HEALTH SYSTEM (SHS) WAS TO HELP ADVANCE THE MISSION, VISION, AND VALUES OF THE SCHUYLKILL MEDICAL CENTER - SOUTH JACKSON STREET (SMC-SOUTH) AND SCHUYLKILL MEDICAL CENTER - EAST NORWEGIAN STREET (SMC-EAST).TO ACCOMPLISH THAT GOAL, SHS SERVED AS THE FUNDRAISING ARM OF SMC-SOUTH AND SMC-EAST. ACTIVITIES PROMOTE AND ADVANCE CHARITABLE HEALTH, SCIENTIFIC, SOCIAL, AND EDUCATIONAL PURPOSES, WHICH IN TURN ENHANCES THE QUALITY OF LIFE AND BENEFITS THE RESIDENTS OF SCHUYLKILL COUNTY, PENNSYLVANIA AND OTHER SURROUNDING AREAS, AND, AMONG OTHER THINGS, TO:A) SUPPORT, PROMOTE, ADVANCE, AND STRENGTHEN SMC-SOUTH AND SMC-EAST IN PROVIDING FOR THE CARE AND RELIEF OF INJURED AND SICK PERSONS;B) PROMOTE THE HEALTH AND WELFARE OF RESIDENTS OF SCHUYLKILL COUNTY, PENNSYLVANIA AND SURROUNDING AREAS THROUGH INVOLVEMENT IN VARIOUS HEALTH CARE AND RELATED ACTIVITIES; ANDC) PROVIDE ASSISTANCE IN WHATEVER FORM TO SMC-SOUTH AND SMC-EAST.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCHUYLKILL MEDICAL CENTER - EAST NORWEGIAN STREET
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SCHUYLKILL MEDICAL CENTER - SOUTH JACKSON STREET
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IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0VARIOUS BALANCE SHEET ITEMS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0LEHIGH VALLEY HEALTH NETWORK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-09-15
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0222458317
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01200 S CEDAR CREST BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ALLENTOWN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: OFFICERS AND TRUSTEES
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: ALL OFFICERS AND TRUSTEES OF SCHUYLKILL HEALTH SYSTEM, WITH THE EXCEPTION OF MARC LORY AND JUDY PEEK-LEE, HAVE REMAINED OFFICERS AND TRUSTEES OF RELATED ENTITIES TO SCHUYLKILL HEALTH SYSTEM. THESE ENTITIES INCLUDE SCHUYLKILL MEDICAL CENTER - EAST NORWEGIAN STREEET, SCHUYLKILL MEDICAL CENTER - SOUTH JACKSON STREET, AND SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP, INC.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF SEPTEMBER 16, 2016, SCHUYLKILL HEALTH SYSTEM MERGED INTO LEHIGH VALLEY HEALTH NETWORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HEALTH SYSTEM MANAGEMENT DUTIES WERE DELEGATED TO THE ADVISORY BOARD. THE INTERIM PRESIDENT/CEO, MARC LORY, AND INTERIM CFO, JUDY PEEK-LEE, WERE EMPLOYEES OF THE ADVISORY BOARD. PAYMENT FOR THEIR SERVICES WAS PAID DIRECTLY TO THE ADVISORY BOARD. ADVISORY BOARD ALSO PROVIDED REVENUE CYCLE CONSULTING AND TURN AROUND TEAM CONSULTING SERVICES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS TO REVIEW THE 990'S INCLUDES: DRAFT 1 OF THE RETURNS IS REVIEWED IN DETAIL WITH A FOCUS ON ACCURACY, COMPLETENESS, AND PERSPECTIVE BY THE LVHN VICE-PRESIDENT, FINANCE AND CONTROLLER. DRAFT 2 OF THE RETURNS IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER. DRAFT 3 OF THE RETURNS IS REVIEWED TOGETHER WITH THE PRESIDENT & CEO, THE EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, THE VICE-PRESIDENT, FINANCE AND CONTROLLER AND THE DIRECTOR, TAX. FINAL RETURNS ARE REVIEWED WITH THE LVHN BOARD LEADERSHIP GROUP (THE BOARD CHAIR AND THREE VICE CHAIRS). COPIES OF ALL 990'S ARE PROVIDED TO THE FULL BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH OFFICER, KEY EMPLOYEE, DIRECTOR, OR TRUSTEE WITH BOARD DELEGATED AUTHORITY IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT/CEO'S ADMINISTRATIVE ASSISTANT AND ANY CONFLICTS ARE REPORTED TO THE PRESIDENT/CEO. THE STATEMENTS ARE KEPT ON FILE IN THE PRESIDENT/CEO'S OFFICE AFTER REVIEW. BOARD MEMBERS ARE EXPECTED TO RECUSE THEMSELVES FROM TAKING ANY ACTION OR EVEN DISCUSSING ISSUES OF RELATED PARTIES. IF THEY VIOLATE THESE RULES, THEY ARE REMOVED FROM THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY. THE ORGANIZATION CONTRACTED WITH YAFFE & COMPANY, AN INDEPENDENT CONSULTANT, TO MAKE RECOMMENDATIONS TO THE COMPENSATION COMMITTEE, A SUB-COMMITTEE OF THE BOARD, BASED ON MARKET AND INDUSTRY DATA TO ENSURE THAT COMPENSATION IS PAID AT NO MORE THAN FAIR MARKET VALUE. THIS PROCESS WAS USED FOR THE FOLLOWING POSITIONS: PRESIDENT/CEO, VICE PRESIDENT OF OPERATIONS/COO, VICE PRESIDENT OF NURSING/CNO, AND THE VICE PRESIDENT OF FINANCE/CFO. REVIEW AND APPROVAL WAS DOCUMENTED IN BOARD AND COMMITTEE MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANOTHER'S WEBSITE - GUIDESTAR. UPON REQUEST - PRINTED COPIES WITH SENIOR MANAGEMENT AND MARKETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHUYLKILL HEALTH SYSTEM MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER OF BALANCE SHEET TO LVHN -190,624.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B

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