Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for 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 | |||||
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Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) |
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| 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) |
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| 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): |
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| 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 |
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| 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 |
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| 9 Distributable amount for 2018 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-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, 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 2018. 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 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| 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 IV LINE 1 | The Assets of Sharon Hospital (50 Hospital Hill Road, Sharon, Connecticut) were transferred on August 1, 2017 from Essent Healthcare of Connecticut, Inc. a Connecticut for-profit corporation to Vassar Health Connecticut, Inc. d/b/a Sharon Hospital a non-stock non-profit Connecticut corporation. Sharon Hospital is a subsidiary of Health Quest Systems, Inc., and the asset acquisition was approved under CT CON docket number 16-32132-CON. Sharon Hospital received its 501(c)(3) tax-exemption status on 2/1/2019 with an effective date of exemption of 9/8/2016. |
| FORM 990 PART XI LINE 9 RECONCILIATION OF NET ASSETS | TRANSFER OF EQUITY ($3,221,685); CHANGE IN NET ASSETS $15,398 |
| FORM 990 PART VI SECTION A LINE 6 AND 7A- GOVERNING BODY | Line 6 - The sole member of Sharon Hospital is Health Quest Systems, Inc. Line 7A - Election of Governing Body 6.01 Officers - The Officers of the Corporation shall initially be a Chair and a Secretary/Treasurer, and shall, at upon appointment by Health Quest, also include a Vice Chair and a Hospital President. From time to time, the Board of Trustees may appoint such other Officers with powers and duties not inconsistent with the Bylaws. Any two or more offices may be held by the same person, except the offices of Chair, Vice Chair, Hospital President and Secretary/Treasurer. 6.02 Election - The Chair of the Board, Vice Chair, and the Hospital President shall be elected by Health Quest. The Secretary/Treasurer and other Officers shall be elected by a vote of the majority of the entire Board of Trustees at a meeting of the Board of Trustees; provided, that the initial Secretary/Treasurer shall be elceted by Health Quest. All Officers shall serve for a term of two (2) years until successors are elected and qualified, such term commencing at the close of the meeting at which they are elected. Officers may be elected for no more the two (2), two year terms. 6.03 Vacancies - A vacancy occuring in any office during the year may be filled by a vote of a majority of the entire Board of Trustees for the remainder of the term thereof, at the next Annual Meeting or any regular meeting of the Board or at a special meeting called for such purpose, provided that a vacancy in the office of Chair of the Board, Vice Chair or Hospital President may be filled only by Health Quest. 6.04 Removal - Any Officer may be removed from office, with or without cause, by an affirmative vote of two-thirds (2/3) of the entire Board of Trustees at any meeting of the Board, except the Chair of the Board, Vice Chair and the Hospital President may be removed only by Health Quest. 6.05 Duties and Responsibilities - (a) Chair - The Chair shall preside at all meetings of the Board of Trustees. In accordance with Articles VII and VIII, the Chair also shall (i) appoint the Committee Chairs and members of all Committees of the Board (except the Executive Committee) and ad hoc committees, (ii) serve as an ex-officio member, with vote, on each Committee, and (iii) serve as the Chair of the Executive Committee. The Chair shall perform such other duties as may be provided for by law, these Bylaws, or resolution of the Board of Trustees. No employee of the Corporation shall serve as Chair nor hold any other title with similar responsibilities. (b) Vice Chair - In the absence of the Chair, the Vice Chair shall preside at meetings of the Board of Trustees. When so acting as Chair, the Vice Chair shall have all the powers and authority of the Chair. The First Vice Chair shall perform such other duties as may be provided for by the Board of Trustees. (c) Secretary/Treasurer (i) The Secretary/Treasurer shall be responsible for such books, documents, and papers as the Board may determine. The Secretary/Treasurer shall cause minutes to be kept for all meetings of the Board of Trustees, may sign any contracts or agreements with the Chair, the Hospital President or the Vice Chair in the name of the Corporation if so authorized or ordered by the Board, and may affix the seal of the Corporation to written instruments when so authorized or ordered by the Board. The Secretary/Treasurer shall perform such other duties as shall be assigned by the Board of Trustees and as are incidental to the office of secretary of a not-for-profit corporation. (ii) The Secretary/Treasurer shall either personally perform, or ensure that appropriate employees of the Corporation perform, the following functions: receive and care for all monies and properties belonging to the Corporation and dispose of the same under the direction of the Board of Trustees, receive and give receipts for all amounts due to the Corporation, endorse checks in its name and on it behalf, receive full discharge for the same in accordance with these Bylaws, and perform such other duties as assigned by the Board of Trustees and as are incidental to the office of treasurer of a not-for-profit corporation. (e) Hospital President - The Hospital President shall serve as the chief executive officer of the Corporation and shall have the authority and responsibility to manage and operate the Corporation in all its activities, subject to these Bylaws, the Certificate of Incorporation, and such policies as may be adopted from time to time by the Board of Trustees or Health Quest. The Hospital President's responsibilities shall include, but are not limited to, the following: (i) Acting under the direction of and being accountable to the Board of Trustees of the Corporation and Health Quest; (ii) Providing effective liaison between the Board of Trustees and management; (iii) Appointing (either personally or through delegation to responsible subordinates), and the Corporation shall employ, such personnel as may be required to conduct the affairs of the Corporation; (iv) Ensuring that ll activities are properly organized, directed and accounted for as established by the Board of Trustees; (v) Providing reports to the Board of Trustees to keep the Board fully informed of the affairs of the Corporation; (vi) Performing all duties required by law; and (vii) Unless Otherwise provided for herein, performing (either personally or through delegation to responsible subordinates) all acts and executing all documents necessary to carry out the duties of the position of Hospital President. |
| FORM 990 PART VI SECTION B LINE 11B - POLICIES 1 | LINE 11 B - PRIOR TO FILING, A DRAFT OF THE COMPLETED FORM 990 WAS REVIEWED BY INTERNAL MANAGEMENT. AFTER THAT REVIEW WAS COMPLETE, THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS OF HQ (PARENT OF THE FILING ORGANIZATION) FOR ADDITIONAL REVIEW AND COMMENT. CONTACT INFORMATION WAS PROVIDED SHOULD QUESTIONS ARISE. |
| FORM 990 PART VI SECTION B LINE 12C, 15A AND 15B - POLICIES | LINE 12C - ON AN ANNUAL BASIS OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FILING WHICH IS REVIEWED BY THE HQ VP FOR COMPLIANCE AND INTERNAL AUDIT. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE HQ BUSINESS ETHICS COMMITTEE ON BEHALF OF VBMC. LINE 15A/15B - COMPENSATION FOR THE CEO, TOP MANAGEMENT AND OTHER KEY EMPLOYEES IS ESTABLISHED BY THE HEALTH QUEST EXECUTIVE COMPENSATION COMMITTEE BASED ON INFORMATION AND RECOMMENDATIONS OF AN INDEPENDENT THIRD PARTY. |
| FORM 990 PART VI SECTION C LINE 19 - DISCLOSURE | POLICIES AND FINANCIAL STATEMENTS FOR SHARON HOSPITAL ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE DOCUMENTS ARE PROVIDED EITHER ELECTRONICALLY OR PAPER COPIES. IN ADDITION, CERTAIN FINANCIAL INFORMATION IS AVAILABLE ON VARIOUS WEBSITES DUE TO REGULATORY FILINGS SUCH AS THE 990. |
| SCHEDULE R PART II - RELATED TAX EXEMPT ORGANIZATIONS | Entity Tax ID# Primary Activity Legal Domicile Exempt Code Status Public Charity Status Direct controlling Entity Vassar Brothers Medical Center 14-1338586 Hospital NY 501c3 Box 3 HQ The Foundation for Vassar Brothers Medical Center 14-1736429 Fundraising NY 501c3 Box 9 HQ Riverside Diversified Services, Inc (Parent) 14-1675545 Education NY 501c3 Box 9 HQ Alamo Ambulance Service, Inc 14-1745417 Transport NY 501c3 Box 9 HQ Health Quest Home Care, Inc (Certified) 14-1788412 Home Health NY 501c3 Box 9 HQ Health Quest Home Care, Inc (Licensed) 14-1788410 Home Health NY 501c3 Box 9 HQ Northern Dutchess Hospital 14-1338467 Hospital NY 501c3 Box 3 HQ Northern Dutchess Residential Health Care Facility 22-3129608 Nursing Home NY 501c3 Box 9 HQ NDH Foundation 14-1776208 Fundraising NY 501c3 Box 9 HQ Putnam Hospital Center 14-6019179 Hospital NY 501c3 Box 3 HQ Putnam Hospital Center Foundation 06-1399319 Fundraising NY 501c3 Box 9 HQ Health Quest Medical Practice, PC 56-2669185 Medical Care NY 501c3 Box 3 HQ Health Quest Urgent Medical Practice, PC 80-0152047 Medical Care NY 501c3 Box 3 HQ Vassar Health Connecticut Inc 81-5056290 Hospital CT Applying for 501c3 status HQ Vassar Health Quest Medical Practice of Connecticut Inc 82-1466583 Medical Care CT Applying for 501c3 status HQ Hudson Valley Cardiovascular Practice, PC 46-3756713 Medical Care NY 501c3 Box 3 HQ VBH Insurance Co. Ltd. 98-1083868 Captive Insurance Cayman Islands HQ Wells Manor Housing Development Fund Corporation 11-2611902 Low Income Housing NY 501c3 Box 3 HQ |
| FORM 990 PART XIII LINE 3A - OMB CIRCULAR A-133 AUDIT | SHARON HOSPITAL DID NOT RECEIVE MORE THAN $750,000 IN FEDERAL AWARDS IN 2018, AND DID NOT QUALIFY FOR AN A-133 AUDIT. |
| FORM 990 PART VI SECTION A LINE 7B - GOVERNING BODY | Line 7B - Powers and Duties of the Board of Trustees 4.01 Powers of the Board of Trustees - The business and property of the Corporation shall be managed by the Corporation's Board of Trustees and Health Quest to the extent of the Reserved Powers. Although Health Quest may elect from time to time to delegate to and/or act jointly with the Corporation's Board of Trustees, Health Quest has the authority to exercise independently its established powers and rights in its capacity as the Sole Member. Any such delegated authority shall at all times remain subject to the oversight, modification or repeal of Health Quest as the Sole Member of the Corporation. Without limiting the foregoing powers, Health Quest shall consult with the Chair of the Corporation's Board of Trustees before modifying or repealing any joint operating authority delegated under Section 4.02. 4.02 Joint Operating Authority Delegated to the Corporation - Subject to Sections 2.02 and 4.01, the Board of Trustees of the Corporation shall have the following operating authority as delegated by Health Quest: (a) Quality Assurance - Apply and execute the quality assurance standards and any quality assuarance policies and plans adopted by Health Quest. (b) Medical Staff Credentialing and Bylaws - Apply and execute the Medical Staff credentialing standards and any policies adopted by Health Qeust, which includes being responsible for: (i) Appointing the members of the Medical Staff; (ii) Approving any Medical Staff appointments such as Medical Staff officers or department chairs requiring Board approval; (iii) Pursuant to the procedures set forth in the Bylaws of the Medical Staff, dismissing any member of the Medical Staff, and approving, rejecting or modifying any corrective action taken or recommended by the Medical Staff for any member of the Medical Staff; and (iv) Approving the Medical Staff Bylaws, Rules and Regulations. (c) Strategic Planning - Provide input to the system-wide strategic planning process and the Corporation specific strategic plan, as requested and approved by Health Quest, and monitor the implementation of such plan. (d) Statements of Deficiency and Legal Compliance - Respond to any statements of deficiency issued by any regulatory or accrediting authority and take all appropriate and necessary action to monitor and restore compliance with deficiencies in the Corporation's compliance with statutory, regulatory or accreditation requirements, including but not limited to monitoring the submission and implementation of all plans of correction. (e) Conflict of Interest - Implement and comply with the written Conflict of Interest Policy as approved by Health Quest and as interpreted and directed by the Compliance and Audit Committee of Health Quest. (f) Community Health Needs - Implement the statement of mission approved by Health Quest by developing a Community Service Plan tailored specifically to the work of the Corporation in the community it serves and monitoring performance thereof. (g) Budgets and Financial Performance - Assist in developing and monitoring the budgets for the Corporation, as requested by Health Quest and, as approved, monitor the financial performance of the Corporation. (h) Physician Arrangement Review and approve physician financial arrangements in accordance with and as permitted by a system-wide policy adopted by Health Quest. (i) Evaluation of the Board of Trustees - Develop an annual action plan for the Corporation's Board of Trustees, perform an annual self-evaluation of the Board of Trustees, comparing performance to the goals set forth in the annual action plan, and execute a Board education plan developed and approved by Health Quest. (j) Evaluation of Hospital President - Monitor and provide input to the Corporation and Health Quest concerning the performance of the President of the Corporation. (l) Minutes - Cause written minutes to be maintained of meetings of the Board of Trustees of the Corporation and its committees including a record of attendance, which minutes shall be signed by the Secretary/Treasurer of the Corporation and retained as a permanent record in the offices of the Corporation. |
| FORM 990 PART III LINE 4D | AFFILIATE RENTAL INCOME AND DIGITAL HEALTH SERVICES |
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