Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
The Fauquier Hospital Incorporated
990 • Fiscal year 2017 • EIN 54-0573701
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
31st percentile
Higher debt load relative to revenue than 31% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Balance Sheet
Assets
Up$249,991,075
Up $24,591,462 (+11%) from 2016
Net Assets
Up$246,744,154
Up $26,657,765 (+12%) from 2016
Liabilities
Down$3,246,921
Down $2,066,303 (-39%) from 2016
Revenue And Expenses
Revenue
Down$12,305,453
Down $12,987,358 (-51%) from 2016
Expenses
Up$4,100,899
Up $1,897,143 (+86%) from 2016
Net Income
Down$8,204,554
Down $14,884,501 (-64%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2016 to Sep 30, 2017
- Signed
- Aug 14, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $62,518,899
Mission and Program Overview
Mission
Our mission is to restore, promote and maintain the health of the community.
Our mission is making communities healthier.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | - | $106,953,308 | - |
| Investments in Publicly Traded Securities | $151,466,887 | $70,633,054 | ▼ $80,833,833 |
| Investments Program Related | $33,046,604 | $34,954,219 | ▲ $1,907,615 |
| Savings and Temporary Cash Investments | $17,237,509 | $10,381,665 | ▼ $6,855,844 |
| Other Notes and Loans Receivable, Net | $8,955,914 | $8,955,914 | → $0 |
| Total Assets | $225,399,613 | $249,991,075 | ▲ $24,591,462 |
| Other Assets Total | $14,692,699 | $18,112,915 | ▲ $3,420,216 |
| Liabilities | |||
| Other Liabilities | $4,703,045 | $2,082,733 | ▼ $2,620,312 |
| Accounts Payable and Accrued Expenses | $46,179 | $1,164,188 | ▲ $1,118,009 |
| Grants Payable | $564,000 | $0 | ▼ $564,000 |
| Total Liabilities | $5,313,224 | $3,246,921 | ▼ $2,066,303 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $210,527,098 | $236,391,891 | ▲ $25,864,793 |
| Permanently Rstr Net Assets | $9,546,239 | $10,339,211 | ▲ $792,972 |
| Temporarily Rstr Net Assets | $13,052 | $13,052 | → $0 |
| Total Net Assets Fund Balance | $220,086,389 | $246,744,154 | ▲ $26,657,765 |
| Total Liabilities and Net Assets / Fund Balance | $225,399,613 | $249,991,075 | ▲ $24,591,462 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $34,954,219 | - | - |
| Other Assets Org | $10,339,211 | - | - |
| Other Securities | $7,361,060 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $9,546,239 | - | ▲ $792,972 | - | $10,339,211 |
| 2016 | $9,064,881 | - | ▲ $481,358 | - | $9,546,239 |
| 2015 | $9,546,225 | - | ▼ $481,344 | - | $9,064,881 |
| 2014 | $9,058,046 | $697 | ▲ $751,271 | $248,020 | $9,546,225 |
| 2013 | $8,623,235 | $519 | ▲ $689,130 | $238,906 | $9,058,046 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| John Mccarthy | Chair |
| Christine M Connolly | President/CEO |
| Robin Gulick | Vice Chair |
| Janelle Downes | Trustee |
| Joshua Jakum | Trustee |
| Karen Wachtmeister | Trustee |
| Mark Van De Water | Trustee |
| Marshall Doeller | Trustee |
| Mary Leigh Mcdaniel | Trustee |
| Patricia Woodward | Trustee |
| Rick Gerhardt | Trustee |
| Susan Rubin | Trustee |
| Susan Strittmatter | Trustee |
| Tom Tucker | Trustee |
| Lorna M Magill | CFO |
| Raymond Knott | Secretary/treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $4,274,056
- Investment Income
- $5,167,628
- Other Revenue
- $2,863,769
- Change in Net Assets
- $8,204,554
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $2,888,607 |
| Other Expenses | $1,212,292 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $2,888,607 | - | - | $2,888,607 |
| Fees for Service Investment Mgmnt Fees | - | $955,898 | - | $955,898 |
| Fees for Services Accounting | $3,010 | $52,764 | - | $55,774 |
| Fees for Services Legal | $2,060 | $36,436 | - | $38,496 |
| Other Expenses | $33,672 | $303 | - | $33,975 |
| Advertising | - | $21,537 | - | $21,537 |
| Insurance | $10,296 | $8,424 | - | $18,720 |
| Fees for Services Other | $7,705 | - | - | $7,705 |
| Office Expenses | $30 | $1,016 | - | $1,046 |
| Total Functional Expenses | $3,024,521 | $1,076,378 | $0 | $4,100,899 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | Health Priority Grant for the Second Allocation to Fund the 2017-2018 Academic Year of the Fresh Program. This Is a Multi-year Program Whose Focus Is to Elevate Nutrition, Exercise and After School Enrichment Across the Fcps School District. | $781,429 |
| Northern Piedmont Community Foundation | Warrenton, VA | 501 (c)(3) | RESPONSIVE GRANT FOR THE CREATION OF A RESPONSIVE FUND TO SUPPORT LOCAL INITIATIVES PROVIDING ASSISTANCE FOR URGENT NEED AND BENEVOLENT RELIEF REQUESTS THAT FALL OUTSIDE THE PATH FOUNDATION'S CORE MISSION. | $250,000 |
| Rappahannock County Schools | Washington, VA | Rappahannock County | Health Priority Grant to Continue the Commit to Be Fit Program for the 2017-2018 Academic Year. the Program Works to Improve the Overall Health and Wellness of the Rappahannock County Public Schools Community. the Primary Goal Is to Inspire Students to Make Healthier Nutritional Choices as Well as to Understand the Importance of Becoming Physically Fit, Thereby Improving the Overall Health and Wellness of the Community. | $162,500 |
| Rappahannock County Schools | Washington, VA | Rappahannock County | Health Priority Grant to Continue the Commit to Be Fit Program by Providing Bridge Funding for the Period of July, 2017-september, 2017. | $149,000 |
| Fauquier Free Clinic Inc | Warrenton, VA | 501 (c)(3) | Health Priority Grant Funds to Continue Increased Access to Behavioral Healthcare Through the Implementation of Integrated Mental Health in Primary Care Settings, Use of Tele-psychiatry and Remote Mental Health Services, and a Part-time Nursing Position to Support Patients. | $133,000 |
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | Project & Planning Grant for the Establishment of the Fauquier Environmental Studies Academy Which Will Provide Fcps Students With a Four-year Integrated Program Emphasizing Environmental Studies. | $100,000 |
| Northern Piedmont Community Foundation | Warrenton, VA | 501 (c)(3) | Health Priority Grant to Establish the Roger Baker Scholarship Fund Honoring Retiring Fauquier Health Ceo. | $100,000 |
| Fauquier Free Clinic Inc | Warrenton, VA | 501 (c)(3) | General Operations Grants Funding to Advance the Free Clinics Mission to Provide Comprehensive Medical, Dental, and Mental Health Care to Eligible Residents. Current Operational Objectives Include Finalizing the Strategic Planning, Mental Health Service Expansion, Review and Improve Medication Access Programs and Develop Fundraising Methods to Scale With the Growth of the Clinic. | $99,350 |
| The Child Care and Learning Center (cclc) | Washington, VA | 501 (c)(3) | GENERAL OPERATIONS GRANT FUNDING TO IMPROVE THE QUALITY OF EXISTING PROGRAMS AND FACILITIES, OFFER ACCESS TO CCLC AND IT'S PROGRAMS TO A GREATER NUMBER OF LOCAL CHILDREN IN NEED, SUPPORT THE ORGANIZATION'S ASSESSMENT OF FUTURE ENDEAVORS, AND ENHANCE THE SAFETY AND SECURITY OF THE CHILDREN. | $85,053 |
| Fauquier Free Clinic Inc | Warrenton, VA | 501 (c)(3) | Project and Planning Grant to Support the Expansion of the 2017 Dental Care Program. Dentist Coverage Will Increase to 3 Days a Week and Allow for a New Shift for a Dentist During the Dental Hygiene Clinic Day. | $69,200 |
| Fauquier Community Food Bank and Thrift Store Inc | Warrenton, VA | 501 (c)(3) | General Operations Grant to Provide Funding for Capital Improvements Including the Installation of New Windows and a Suspended (drop) Ceiling for the Food Bank Building. | $67,000 |
| Mental Health Association of Fauquier County | Warrenton, VA | 501 (c)(3) | Project & Planning Grant to Implement a Collaborative Community Response to Documented Concerns About Mental Health and Substance Abuse Issues Among Local Youth, Including Strategies to Reduce Stigma, Promote Prevention Programs, Increase Treatment and Help Families. | $64,000 |
| Fauquier Habitat for Humanity | Warrenton, VA | 501 (c)(3) | General Operations Grant Funds to Allow for Adding Home Building Services to Increase the Number of New Families That Can Be Served by the Organization. Develop a Plan to Grow the Restore Operation to Help Increase Operating Funds. | $62,500 |
| Culpeper County | Culpeper, VA | Culpeper County | Project & Planning Grant to Build an Inclusive Playground at the Culpeper County Sports Complex, as a Collaborative Community Effort That Included a Number of Community Partners. | $50,000 |
| Economic Development Authority of Fauquier County | Warrenton, VA | Fauquier County | Health Priority Grant to Expand Access to Affordable Broadband in Unserved and Underserved Areas of Fauquier County. the Grant Allowed for a Beta Test Effort That Utilized Existing Switching Stations Augmented With Routers to Provide High Speed Dsl Connections to 300 Households. | $50,000 |
| Fauquier Community Child Care Inc | Warrenton, VA | 501 (c)(3) | General Operations Grant to Provide Funds to Undertake Marketing the Work Fccc Does to Support the Community, Funding for Technology Enhancements and Securing Office Space for the Administrative Office. | $50,000 |
| Town of Warrenton - Community Development Department | Warrenton, VA | Town of Warrenton | Health Priority Grant to Address Pedestrian Safety Through Permanent Change and Improve Intersection With Recommended Bulb-outs. | $45,000 |
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | Health Priority Grant to Provide Matching Funds to Support Renovation of a Portion of Marshall Community Center for Use as an Afterschool Teen Center. | $40,300 |
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | Health Priority Grant Which Provided for a Bridge Payment Needed to Fund the Gap Period Caused by a Shift in the Program Year to Align With the Path Fiscal Year for the Fresh, Program. This Is a Multi-year Program Whose Focus Is to Elevate Nutrition, Exercise and After School Enrichment Across the Fcps School District. | $40,000 |
| Rapp at Home | Washington, VA | 501 (c)(3) | Project & Planning Grant to Support Exploration of a Program to Develop Innovative Ways to Address the Impacts Resulting From the Aging Demographic in Rappahannock County. the Goal of the Program Is to Develop a Long Term Plan for Aging Residents to Stay in Their Homes by Creating Stronger, More Supportive Communities of Seniors Assisting One Another Through Social Programs, Transportation and Personalized Problem Solving Assistance. | $40,000 |
| Northern Piedmont Community Foundation | Warrenton, VA | 501 (c)(3) | GENERAL OPERATIONS GRANT TO STRENGTHEN COMMUNITY CONNECTIONS BY PROSPECTING; INCREASING PUBLIC AWARENESS; ENGAGING PROFESSIONAL ADVISORS; INCREASING COMMITTEE INVOLVEMENT AND BROADEN OUTREACH ACTIVITIES. | $35,000 |
| Fauquier Community Child Care Inc | Warrenton, VA | 501 (c)(3) | Project & Planning Grant to Enhance and Refine the Implementation of the Healthy Eating and Physical Activity Standards (hepa) to Address the Needs of the Families of Fccc. | $33,000 |
| Fauquier Fish | Warrenton, VA | 501 (c)(3) | Project & Planning Grant - to Support the Weekend Power Pack Program Which Provides Backpack Meals to Children Who Are at Risk of Hunger During the Weekends, School Holidays, and Snow Days. | $30,067 |
| Rappahannock Rapidan Community Services | Culpeper, VA | 501 (c)(3) | Health Priority Grant Funding for a Preliminary Study for a New Behavioral Health Facility in Warrenton. Rappahannock Rapidan Community Services, Fauquier County Government and Path Foundation Are Working in Concert to Identify New Space Options for a Behavioral Health Facility. | $30,000 |
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | GENERAL SUPPORT PROVIDED FOR THE PROMOTIONAL ITEMS FOR THE FRESH PROGRAM TO INCLUDE; STATIONARY, WEB-SITE DEVELOPMENT, T-SHIRTS, VIDEO PRODUCTION, CANNING LABELS, PENCILS, AND BUTTONS. | $26,762 |
| Aging Together | Culpeper, VA | 501 (c)(3) | Health Priority Grant to Provide Funding to Support the Organization During Direction and Leadership Transition. | $25,000 |
| Rappahannock County High School | Washington, VA | Rappahannock County | Project & Planning Grants to Establish Pride, a School-wide Approach to Structuring a School Climate and Culture That Provides Multiple Opportunities to Display and Receive Positive Reinforcement for Pro-social Behaviors. | $22,500 |
| Rappahannock Rapidan Community Services | Culpeper, VA | 501 (c)(3) | Project & Planning Grant to Foster the Development of Two (one Male, One Female) Oxford House Model Addiction Recovery Programs for Fauquier County Using the Oxford House Model and a Parent Education and Support Program. | $20,000 |
| Voltran | Warrenton, VA | 501 (c)(3) | Project & Planning Grant to Contract With a Coordinator to Build Fundraising and Outreach Programs, Recruit and Manage Volunteers, Coordinate Rides and Maintain Records. | $20,000 |
| Mental Health Association of Fauquier County | Warrenton, VA | 501 (c)(3) | General Operations Grant to Focus on Improving Mental Health and Substance Use Resources Through Collaboration, Building on Existing Partnerships and New Collaborations to Lead the Community in Setting and Implementing a Shared Agenda for Improving Access to Mental Health and Substance Abuse Supports/treatment. | $18,280 |
| Windy Hill Foundation | Middleburg, VA | 501 (c)(3) | General Operations Grant That Will Help Add Staff to Grow & Enhance Best Practices. | $16,500 |
| Fauquier Fish | Warrenton, VA | 501 (c)(3) | General Operations Grant Funds Provided to Increase Capacity by Leasing a More Spacious Location and Developing a Strategic Fundraising Effort. | $15,000 |
| Hospice Support of Fauquier County | Warrenton, VA | 501 (c)(3) | General Operations Grant General Operating Support to Provide the Means to Utilize Media Outlets to Make Residents Aware of Free Services. Publish the Volunteer Training Curriculum in Print and on Social Media. Hold Awareness Activities by Partnering With Other Organizations to Increase Both Volunteer Ranks and Loan Closet Donations. | $15,000 |
| Northern Piedmont Community Foundation | Warrenton, VA | 501 (c)(3) | Responsive Grant to Provide Assistance With Administrative Costs Associated With Administrating the Community Assistance Grant. | $15,000 |
| Fauquier County Public Schools | Warrenton, VA | Fauquier County | General Support to Provide Evaluation Measures and Criteria for the Fresh Program. | $14,750 |
| Rappahannock-rapidan Regional Commission | Culpeper, VA | Rappahannock County | HEALTH PRIORITY GRANT FUNDING TO SUPPORT THE FAMS PROJECT WHICH WILL PROVIDE SUPPORT TO ALL LOW INCOME RESIDENTS TO INCLUDE; TAXI CAB VOUCHERS, GAS CARDS AND MARKETING MATERIALS TO RESIDENTS IN THE RAPPAHANNOCK-RAPIDAN REGION. | $13,500 |
| Fauquier Education Farm | Warrenton, VA | 501 (c)(3) | GENERAL OPERATIONS GRANT FUNDING TO ALLOW FOR THE HIRING OF A PART-TIME ADMINISTRATIVE ASSISTANT AND TO INCREASE THE EXECUTIVE DIRECTOR'S HOURS FROM A 32 HOUR/WEEK POSITION TO A 40 HOUR/WEEK POSITION. THIS WILL ALLOW FOR THE EXECUTIVE DIRECTOR TO INCREASE HIS ABILITY TO PROFESSIONALLY MANAGE THE CROPS AND INCREASE TEACHING OPPORTUNITIES, AS WELL AS INCREASE PRODUCTION, WHICH WILL INCREASE DONATIONS TO LOCAL FOOD BANKS. | $11,600 |
| Friends of the Rappahannock | Fredericksburg, VA | 501 (c)(3) | General Operations Grant Funds to Support the Rappahannock Headwaters Education Expansion, Specifically to Expand the Education and Restoration Programs. | $10,000 |
| Headwaters Foundation | Sperryville, VA | 501 (c)(3) | Project & Planning Grant Funding for an After School Enrichment Program for Public School Students in Rappahannock County. Funds Would Support Paying Instructors and Program Staff Who Work Directly With Students, Supplies for the Program, Training and Background Checks on Program Staff and Instructors, and Other Costs Incurred in Direct Services to Students. | $10,000 |
| Windmore Foundation for the Arts Inc | Culpeper, VA | 501 (c)(3) | Project & Planning Grant Funding for Four Events for the Young at Heart Series. the Series Fosters the Celebration of Seniority Through Creativity and Self-expression With the Literary, Visual, and Performing Arts. | $10,000 |
| Mm Pierce Elementary School | Remington, VA | Fauquier County | Project & Planning Grant to Continue Servicing the Economically Disadvantaged Pierce Community With the Lamp Mobile Program. the Lamp Program Provided Weekly Opportunities for Children to Read Book, Take Home Books, Explore Educational Apps on Ipads, Engage in Physical Activity Through a Variety of Pe Activities, Create Art Projects Using Numerous Mediums, and Make Music Using Various Instruments. | $9,100 |
| Warrenton Lions Club Charities Inc | Warrenton, VA | 501 (c)(3) | Project & Planning Grant to Improve Capability to Screen an Increasing Number of Students for Sight and Hearing Deficiencies. | $8,616 |
| Healthy Culpeper | Culpeper, VA | 501 (c)(3) | General Operations Grant to Support Non-profit Partners With Improved Email and Marketing Techniques, Coalition Outreach Through a Regional Coalition Conference and Increased Hours of Operation to Support Partnering Organizations. | $8,000 |
| Fauquier Education Farm | Warrenton, VA | 501 (c)(3) | Project & Planning Grant Funds Provided for the Planting Materials Needed for the 2018 Agricultural Demonstration Projects and Workshop Series. This Program Will Create Opportunities for Volunteers, Increase Production and Donations for Local Food Banks Through Agriculture Education. These Educational Programs Will Help Create and Strengthen New Home Gardeners and Farmers, Helping to Make the Entire Community More Food Secure and Sustainable. | $7,600 |
| Foothills Forum | Washington, VA | 501 (c)(3) | PROJECT & PLANNING GRANT TO SUPPORT A MULTI-PART RESEARCH/REPORTING PROJECT TO DELVE INTO CRITICAL HEALTH AND TRANSPORTATION ISSUES FACING THE COUNTY'S AGING POPULATION AND FORGE NEW NONPROFIT PARTNERSHIPS VIA POST-PUBLICATION FORUMS. | $7,500 |
| Girls on the Run Piedmont | Warrenton, VA | 501 (c)(3) | General Operations Grant to Provide Critical Support for the Expansion Into Rappahannock County and the Continued Expansion and Development of the Program in Fauquier and Culpeper Counties. the Grant Supports Plans to Continue and Expand Scholarship and Tuition Funding, Provide Updated Lesson Materials for Coaches and Participants and Expand Marketing Efforts to Middle Schools and Additional Elementary Schools. | $7,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Reserve Liability | $2,082,733 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- 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
- Yes
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 6
“Fhs services is the parent of the organization and the fauquier health foundation (dba the path foundation) is a brother/sister of the organization.”
Form 990, Part VI, Section A, Line 7A
“The fhs services board of directors elects the members of fhi services.”
Form 990, Part VI, Section A, Line 7B
“Fhi services requires the approval of the fhs services board, to elect, appoint, or remove directors and implement amendments to the articles of incorporation.”
Form 990, Part VI, Section B, Line 11B
“The organization prepares the form 990 with assistance from an outside accounting firm. Once a draft of the form 990 is completed, it is submitted to the management of the organization for review and comments. After incorporating changes from management, materially complete draft forms 990 are made available to the board of the organization. Comments or questions received from the board are incorporated into a final form 990 which is signed by the president/ceo, christine m. Connolly.”
Form 990, Part VI, Section B, Line 12C
“Under the conflict of interest policy, all board members, management, and key employees complete an annual disclosure form regarding business relationships that he or she, or any family member, has with any other company that does business with the organization, as well as any business relationships between and among the board members, management, and key employees. The annual disclosure statements are reviewed by independent legal counsel/corporate compliance officer, and the audit and compliance committee, who are ultimately responsible if a conflict exists. Any such conflicts would be reported to the full board. In addition, any person who is covered by the conflict of interest policy has an ongoing obligation to disclose the existence of any actual or potential conflict to the board or the board committee in which the matter arises. Finally, the organization monitors board member eligibility for any potential conflicts, in order to avoid such conflicts from occurring in the first place. An opportunity is given at the start of each meeting to disclose any conflict of interest.”
Form 990, Part VI, Section B, Line 15
“The ceo and cfo are compensated by the fauquier health foundation (dba the path foundation). The organization's" board adopted a compensation policy for its ceo and cfo. An executive compensation committee of independent directors of the board of the organization" was established to review the compensation for all employees specified as having a substantial influence over the organization and who receive remuneration from the organization". The executive compensation committee is advised by an independent compensation consultant, which opines to the compensation committee that the level of compensation paid and the process by which compensation is established meet applicable irs reasonableness and "safe harbor" standards. The outside compensation consultant provides data of compensation provided at similar organizations to ensure that the organization does not compensate more than market norms.”
Form 990, Part VI, Section C, Line 19
“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Fhi Services
- EIN
- 54-0573701
- Phone
- 5406804100
- Address
- 321 WALKER DRIVE NO 301, WARRENTON, VA 20186
Signing Officer
- Name
- Christine M Connolly
- Title
- President & CEO
- Phone
- 5406804100
- Signed
- 2018-08-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Christine M Connolly
- Formed
- 1954
- Legal Domicile
- Va
- Voting Board Members
- 14
- Independent Board Members
- 14
- Employees
- 0
- Volunteers
- 14
Preparer
- Firm
- Citrin Cooperman & Company Llp
- Address
- 2 BETHESDA METRO CENTER 11TH FLOOR, BETHESDA, MD 20814
- Preparer
- Brian J Giganti
- Phone
- 3016549000
Supplemental Narrative
Additional Explanations
Form 990 Part XII, Line 2C
“The organization has not changed its oversight process during the tax year.”
Financial Statement Notes
PART V, LINE 4:
“The fauquier hospital endowment fund (the trust) is an irrevocable trust created by the chichester dupont foundation in 1959. A local bank was designated as the trustee and remits income from the trust to the hospital semiannually. The income may be employed by the hospital to further its work in such manner as the board of trustees of the hospital determines.”
PART X, LINE 2:
“The following is the text of the footnote to the organization's consolidated financial statements. In the footnote, fhs services refers to the consolidated group as a whole which includes fhs services,fhi services, and fauquier health foundation. Fhs services, fhi services and the fauquier health foundation (d/b/a path foundation) are all exempt from federal income tax under section 501(c)(3) of the internal revenue code as a public charity pursuant to irc section 509(a). Federal tax law requires that these entities be operated in a manner consistent with their initial exemption application to maintain their exempt status. Management has analyzed the operations of these entities and concluded that these entities remain in compliance with the requirements for exemption. The state in which these entities operate also provides a general exception from state income taxation for organizations that are exempt from federal income taxation. However, these entities are subject to both federal and state income taxation at corporate tax rates on their unrelated business income. These entities have no unrecognized tax benefits. Management has also considered the impact of unrelated business activities and has concluded that these entities are not subject to unrelated business tax or any other taxes that could be imposed by the irc or state taxing authorities. As such, no provision is made for income taxes and no asset or liability has been recognized for deferred taxes.”
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| IRS990/Desc | 0 | FHI SERVICES IS A 501(C) (3) NON-PROFIT CORPORATION. FHI SERVICES IS GOVERNED BY THE SAME BOARD AND MANAGEMENT TEAM AS ITS PARENT ORGANIZATION, FHS SERVICES, AND ITS BROTHER/SISTER ORGANIZATION, THE FAUQUIER HEALTH FOUNDATION (DBA THE PATH FOUNDATION).THE THREE ENTITIES, COLLECTIVELY, ARE REFERRED TO AS THE ORGANIZATION". THE ORGANIZATION'S" MISSION IS TO STRENGTHEN THE HEALTH AND VITALITY OF THE COMMUNITIES OF FAUQUIER, RAPPAHANNOCK AND NORTHERN CULPEPER COUNTIES. FAUQUIER HEALTH IS OPERATED BY A JOINT VENTURE (FAUQUIER HOLDING COMPANY) OWNED IN PART BY FHI SERVICES (20%) AND LIFEPOINT HEALTH (80%). FHI SERVICES APPOINTS 50% OF THE MEMBERS OF THE FAUQUIER HOLDING COMPANY LLC'S GOVERNING BOARD AND FHI SERVICES HAS MAJORITY GOVERNANCE WITH RESPECT TO ITEMS/ISSUES IMPACTING THE TAX-EXEMPT PURPOSE OF FHI SERVICES (CHARITABLE OVERRIDE PROVISION).THE COMMUNITY BENEFIT CONTRIBUTION OF FHI SERVICES INCLUDES PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO HEALTHCARE AND IMPROVE HEALTH IN FAUQUIER, RAPPAHANNOCK AND NORTHERN CULPEPER COUNTIES. ORGANIZATIONAL COMMITMENT TO PROVIDING A COMMUNITY BENEFIT INCLUDES: FAUQUIER HEALTH (FH) IS A 97 BED NOT-FOR-PROFIT ACUTE CARE FACILITY THAT PROVIDES COMPREHENSIVE HEALTHCARE SERVICES TO THE COMMUNITIES IT SERVES. THE MISSION IS TO MAKE THE COMMUNITIES IT SERVES HEALTHIER. FH IS THE ONLY HOSPITAL IN THE PRIMARY SERVICE AREA OF FAUQUIER COUNTY WITH A POPULATION OF 109,986. THE SERVICE AREA IS GROWING AND AGING, WITH OVERALL PROJECTED GROWTH BETWEEN 2017-2022 OF 6.3% AND WITH A 45+ POPULATION COMPRISING 45% OF THE TOTAL IN 2022.TO ADDRESS THE GROWING AND CHANGING HEALTHCARE NEEDS RESULTING FROM THESE POPULATION CHANGES, FH CONTINUES TO SUPPORT FIFTEEN PHYSICIANS, TWO OBSTETRICS/GYNECOLOGISTS, TWO FAMILY MEDICINE PHYSICIANS, A RHEUMATOLOGIST, A NEUROLOGIST, AN INFECTIOUS DISEASE SPECIALIST, FIVE INTERNAL MEDICINE PHYSICIANS, TWO UROLOGISTS, AND A HEMATOLOGIST/ONCOLOGIST. ALL PATIENTS AT FH HAVE IMPARTIAL ACCESS TO TREATMENT OR ACCOMMODATIONS THAT ARE AVAILABLE OR MEDICALLY INDICATED, REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, RELIGION, OR SOURCE OF PAYMENT FOR CARE. THE 24-HOUR EMERGENCY DEPARTMENT IS OPEN TO EVERYONE IN THE COMMUNITY, REGARDLESS OF ABILITY TO PAY, AND PARTICIPATES IN MEDICARE, MEDICAID, AND CHAMPUS/TRICARE STANDARD.FH HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA.THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODIES FOR FH ARE INDEPENDENT REPRESENTATIVES OF THE COMMUNITIES SERVED.FH PROVIDES MEDICAL OVERSIGHT, DIRECTION, AND ORDERS TO PARAMEDICS IN THE FIELD AND IN ROUTE TO THE HOSPITAL. OUR EMERGENCY DEPARTMENT OFFERS 24-HOUR ACCESS TO MEDICAL SERVICES AND HELICOPTER TRANSPORT FOR CRITICALLY ILL OR INJURED INDIVIDUALS.FH HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE CARE FOR PATIENTS WITHIN 200% OF THE FEDERAL POVERTY GUIDELINES AND DISCOUNTED CARE FOR PATIENTS WITHIN 300% OF THE FEDERAL POVERTY GUIDELINES. THE FINANCIAL ASSISTANCE PROGRAM ALSO PROVIDES FREE CARE TO PATIENTS WHO RESIDE IN OTHER AREAS WHO ARE WITHIN 100% OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, THROUGH A CONTINUING CARE FUND, FAUQUIER HEALTH OFFERS ASSISTANCE TO INDIVIDUALS WHO HAVE INADEQUATE FINANCIAL MEANS TO COVER THE COST OF POST-HOSPITALIZATION HEALTH SERVICES, SUCH AS NURSING CARE.TO HELP TRAIN AND EDUCATE HEALTH CARE PROFESSIONALS, FH WORKS WITH LOCAL COMMUNITY COLLEGES TO PROVIDE TOURS, LECTURES, AND INTERNSHIPS FOR STUDENTS. FH STAFF PROVIDED APPROXIMATELY 23,059 HOURS AT A COST OF APPROXIMATELY $779,920. IN ADDITION, PARTNERSHIPS HAVE BEEN ESTABLISHED WITH LOCAL NON-PROFITS (E.G. FAUQUIER FREE CLINIC, THE CHAMBER OF COMMERCE, SCHOOLS AND CHURCHES) AND NATIONAL ORGANIZATIONS (E.G. THE AMERICAN CANCER SOCIETY) TO SUPPORT LOCAL EVENTS AND PROVIDE COMMUNITY HEALTH AND WELLNESS PROGRAMS. THESE COMMUNITY BENEFIT ACTIVITIES ARE COORDINATED BY A FULL-TIME COMMUNITY OUTREACH STAFF PERSON, SUPPORTED BY ADMINISTRATIVE AND CLINICAL DEPARTMENTS, AND AUXI |
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| IRS990/PYOtherExpensesAmt | 0 | 343358 |
| IRS990/PYOtherRevenueAmt | 0 | 2248541 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8812189 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 23089055 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2203756 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 25292811 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 8204554 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/RevenueAmt | 0 | 7137825 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 17237509 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 10381665 |
| IRS990ScheduleA/HospitalInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9546239 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 10339211 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 792972 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9064881 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9546239 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 481358 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9546225 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9064881 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -481344 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 15769 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9058046 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 697 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9546225 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 751271 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 248020 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 15932 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 8623235 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 519 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9058046 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 689130 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 238906 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 1 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 34954219 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | INVESTMENT IN FAUQUIER HOLDING |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 6601956 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 1171748 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 10339211 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DUE FROM AFFILIATE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | INTEREST RECEIVABLE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | INTEREST IN PERPETUAL TRUST - DUPONT ENDOWMENT FUND |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2082733 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | RESERVE LIABILITY |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 11750860 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 11783702 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 6226630 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 6989926 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 4 | 5930599 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 5 | 5747347 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 6 | 5749635 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 7 | 8489224 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 8 | 7594167 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 9 | 6125923 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 10 | 6337251 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 11 | 6045359 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 12 | 10821625 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 13 | 7361060 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | WELLINGTON CTF RESEARCH EQUITY |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | FARALLON EQUITY PARTNER LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | PALO ALTO HEALTHCARE OFFSHORE II, LTD |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | COATUE LONG ONLY OFFSHORE FUND, LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | CANYON VALUE REALIZATION FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 5 | DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 6 | ANCHORAGE CAPITAL PARTNERS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 7 | WELLINGTON SRA |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 8 | GQG PARTNERS EMERGING MARKETS EQUITY FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 9 | INDUS SELECT FUND LTD |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 10 | MW EURAKA FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 11 | NITORIUM OFFSHORE FUND LTD |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 12 | THE SANDERSON INTERNATIONAL VALUE FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 13 | KABOUTER INTERNATIONAL OPPORTUNITIES OFFSHORE FUNDS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | F |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $249,991,075
- Liabilities
- $3,246,921
- Net assets
- $246,744,154
- Revenue
- $12,305,453
- Expenses
- $4,100,899
- Net income
- $8,204,554