Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART I, LINE 3 | ALTHOUGH EXEMPT FROM TAXATION AS A HOSPITAL, THE ORGANIZATION IS NOT, AND IS NOT REQUIRED TO BE, LICENSED AS A HOSPITAL IN THE STATE OF PENNSYLVANIA. THEREFORE, IRC 501(R) DOES NOT APPLY AND SCHEDULE H IS NOT REQUIRED. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO MEMBERS, THEY ARE BUTLER HEALTHCARE PROVIDERS DBA BUTLER MEMORIAL HOSPITAL AND HERITAGE VALLEY HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7A | BUTLER HEALTH SYSTEM, INC. AND HERITAGE VALLEY HEALTH SYSTEM, INC. , THE CORPORATE MEMBERS OF THE ORGANIZATION, APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS PER THE BY-LAWS OF THE ORGANIZATION, THE SUBJECT MATTERS OF THE POWERS RESERVED TO THE MEMBER ARE AS FOLLOWS: A. TO ADOPT, AMEND, MODIFY OR RESTATE THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION B. TO AMEND, MODIFY, RESTATE, OR RENEW ANY AGREEMENT BETWEEN THE CORPORATION AND A MEMBER OR AN AFFILIATE OF A MEMBER, INCLUDING WITHOUT LIMITATION THE MANAGEMENT SERVICES AGREEMENT BETWEEN THE CORPORATION AND BUTLER MEDICAL PROVIDERS. C. TO SEPARATELY APPOINT DESIGNATED NUMBERS OF DIRECTORS OF THE CORPORATION AND TO REMOVE SUCH DIRECTORS (SUCH REMOVAL POWER BEING RESERVED TO THE MEMBER WHO APPOINTED THE DIRECTOR) WITH OR WITHOUT CAUSE. D. ANY MATERIAL CHANGE IN THE PURPOSES OF THE CORPORATION OR THE NATURE OR SCOPE OF THE BUSINESS CONDUCTED BY THE CORPORATION, INCLUDING THE ADDITION OF PHYSICIAN PRACTICES AND/OR ADDITIONAL PRACTICE LOCATIONS. E. THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH OR INTO ANY OTHER ENTITY, THE DIVISION OF THE CORPORATION, THE EXCHANGE OF MEMBERSHIP INTERESTS IN THE CORPORATION FOR EQUITY INTERESTS OF ANY OTHER ENTITY, OR THE SALE OR LEASE OF ANY PORTION OF THE ASSETS OF THE CORPORATION OTHER THAN IN THE ORDINARY COURSE OF BUSINESS. F. THE CORPORATION'S CREATION OF, OR PARTICIPATION BY THE CORPORATION IN, A SUBSIDIARY, JOINT VENTURE, PARTNERSHIP, LIMITED LIABILITY COMPANY OR OTHER SIMILAR ARRANGEMENT. G. ANY MATERIAL CHANGE IN THE BILLING METHODOLOGY OR ANY MATERIAL CHANGE IN THE ACCOUNTING METHOD AFFECTING THE FINANCIAL STATEMENTS OR TAX RETURNS OF THE CORPORATION, OTHER THAN A CHANGE REQUIRED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. H. ANY ISSUANCE OF ADDITIONAL, OR TRANSFER OF EXISTING, MEMBERSHIP INTERESTS IN THE CORPORATION (EXCEPT FOR TRANSFERS DESCRIBED IN SECTION 2.03). I. ANY LOAN TO ANY PERSON OR ENTITY OTHER THAN FOR PAYABLES AND RECEIVABLES IN ORDINARY COURSE OF BUSINESS. J. ANY DISTRIBUTIONS BY THE CORPORATION TO ITS MEMBERS. K. ANY INCURRENCE OF INDEBTEDNESS, OR AGREEMENT TO INCUR INDEBTEDNESS, OR SETTLEMENT OF ANY DEMAND, CLAIM, CHARGE, LITIGATION OR ADMINISTRATIVE FILING, IN ANY AMOUNT GREATER THAN 50,000 (OR SUCH OTHER AMOUNT AS IN DETERMINED BY RESOLUTION OF THE MEMBERS FROM TIME TO TIME) OR A PREPAYMENT OF DEBT IN ANY AMOUNT WHERE SUCH LOAN DOES NOT REQUIRE PREPAYMENT, OTHER THAN AS SET FORTH IN AN APPROVED BUDGET. L. EXECUTION OF A MORTGAGE, LIEN, ENCUMBRANCE OR PLEDGE IN AN AMOUNT GREATER THAN 50,000 WITH REGARD TO THE PROPERTY OF THE CORPORATION. M. ANY LEASE COMMITMENT OF THE CORPORATION IN EXCESS OF ONE YEAR'S DURATION OR, IF LESS THAN ONE YEAR INCLUDING A FINANCIAL COMMITMENT OF 50,000 OR GREATER, OTHER THAN AS SET FORTH IN AN APPROVED BUDGET. N. ANY UNBUDGETED CAPITAL EXPENDITURE IF, AFTER GIVING EFFECT THERETO, THE AGGREGATE OF ALL UNBUDGETED CAPITAL EXPENDITURES OF THE CORPORATION IN ANY FISCAL YEAR WOULD BE GREATER THAN 50,000. O. THE APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS FOR THE CORPORATION. P. ANY MANDATORY CAPITAL CONTRIBUTIONS OF THE MEMBERS IN EXCESS OF CAPITAL CONTRIBUTIONS REQUIRED BY THE CORPORATE MEMBERSHIP AGREEMENT. Q. EXCEPT AS OTHERWISE SET FORTH HEREIN, THE EXECUTION, MATERIAL MODIFICATION (INCLUDING ANY MODIFICATION IN FEES, CHARGES OR RATES), OR TERMINATION OF ANY MANAGEMENT, MANAGED CARE OR THIRD PARTY PAYOR CONTRACT, OR ANY OTHER CONTRACT NOT IN THE ORDINARY COURSE OF BUSINESS. R. VOLUNTARY DECLARATION OF BANKRUPTCY OR SEEKING OF REORGANIZATION UNDER THE INSOLVENCY LAWS BY THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ADDITIONAL COMMITTEES BESIDES THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED 990 WAS REVIEWED BY THE TREASURER AND AN OUTSIDE INDEPENDENT PUBLIC ACCOUNTING FIRM. RELEVANT SECTIONS WERE REVIEWED BY THE GENERAL COUNSEL OF THE MANAGING MEMBER. AFTER THIS REVIEW, BUT PRIOR TO FILING, THE COMPLETED 990 WAS PROVIDED ELECTRONICALLY TO ALL TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE RESPONSES TO THE CONFLICT OF INTEREST DISCLOSURE FORM ARE COLLECTED AND REVIEWED ANNUALLY BY GENERAL COUNSEL OF THE MANAGING MEMBER. CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED BY ALL DIRECTORS. IN THE EVENT OF A RELATIONSHIP THAT RESULTS IN A POTENTIAL CONFLICT FOR AN ISSUE BEING DISCUSSED BY THE BOARD, THE DIRECTOR RECUSES HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. THE RECUSAL IS DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,596,939. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,596,939. |
| FORM 990, PART XI, LINE 9: | CAPITAL CONTRIBUTIONS 2,706,802. |
| Software ID: | |
| Software Version: |