2025-10-27T11:15:40-05:00 2024-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-01-01 814769136 CARONDELET REGIONAL MEDICAL PC CARO 5188436914 427 GUY PARK AVENUE AMSTERDAM NY 12010 KEITH WATERS CHIEF FINANCIAL OFFICER 5188436914 2025-10-27 1 0 JILL M JOHNSON CPA P01701478 7168563300 2025-10-27 2024 2025-03-06 01:10:19Z RONALD MARSH MD 427 GUY PARK AVENUE AMSTERDAM NY 12010 2410596 0 X N/A X 2016 NY TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE. 2 0 52 0 0 0 0 0 2311912 2407437 0 575 16655 2584 2328567 2410596 0 0 0 0 2822833 3029271 0 0 0 793138 639087 3615971 3668358 -1287404 -1257762 401782 400271 8755511 11412912 -8353729 -11012641 X ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR OR VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS. 0 0 3635758 2407437 CARONDELET REGIONAL MEDICAL, PC IS A GENERAL PRACTICE CLINIC PROVIDING DAY TO DAY HEALTHCARE SERVICES TO PATIENTS OF ALL AGES. CARONDELET REGIONAL MEDICAL, PC PROVIDES EVALUATION AND TREATMENT THAT IS USUALLY PROVIDED BY GENERAL PRACTITIONERS AND FAMILY MEDICINE DOCTORS. 3635758 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 NY X KEITH WATERS 5187707583 427 GUY PARK AVENUE AMSTERDAM NY 12010 JEFFREY METHVEN HOSPITAL CEO 1.00 50.00 X X 0 618521 30721 RONALD MARSH PRESIDENT/SECRETARY 50.00 X X 834101 0 23459 KEVIN COPE PHYSICIAN 40.00 X 525866 0 30030 WILLIAM HENRY FORLANO PHYSICIAN 40.00 X 382079 0 29689 WALTER CUMMINGS PHYSICIAN 40.00 X 362680 0 23375 THOMAS VENDITTI PHYSICIAN 40.00 X 269717 0 7698 GEORGE GERARD WEIS PHYSICIAN 40.00 X 257303 0 8703 2631746 618521 153675 12 0 1 0 0 PATIENT SERVICE REVENU 621111 2407437 2407437 2407437 575 575 OTHER 900099 2584 2584 2584 2410596 2407437 0 3159 857560 857560 1769931 1769931 292945 292945 108835 108835 186755 186755 3236 3236 138586 138586 7816 7816 16481 16481 SUPPLIES 187444 187317 127 SOFTWARE 44964 44964 OTHER 23697 23697 LICENSE FEES 22316 22316 7792 2252 5540 3668358 3635758 32600 0 165 250 51737 61420 224944 198655 1225 352936 214215 124936 138721 401782 400271 148381 711364 8607130 10701548 8755511 11412912 X -8353729 -11012641 -8353729 -11012641 401782 400271 X -1257762 -1401150 X X 0 1 X 1 0 X 298281 214215 84066 54655 54655 138721 INTERCOMPANY LIABILITIES 10701548 10701548 0 1 0 0 0 0 0 0 0 RONALD MARSH PRESIDENT/SECRETARY 601250 0 229611 0 3240 0 10350 0 13109 0 857560 0 0 0 JEFFREY METHVEN HOSPITAL CEO 0 506731 0 100000 0 11790 0 10350 0 20371 0 649242 0 0 KEVIN COPE PHYSICIAN 410468 0 112969 0 2429 0 10350 0 19680 0 555896 0 0 0 WILLIAM HENRY FORLANO PHYSICIAN 240047 0 141240 0 792 0 9664 0 20025 0 411768 0 0 0 WALTER CUMMINGS PHYSICIAN 239815 0 121300 0 1565 0 10350 0 13025 0 386055 0 0 0 THOMAS VENDITTI PHYSICIAN 146832 0 121824 0 1061 0 6717 0 981 0 277415 0 0 0 GEORGE GERARD WEIS PHYSICIAN 138790 0 117637 0 876 0 7693 0 1010 0 266006 0 0 0 SCHEDULE J, PART I, LINE 3 A RELATED ORGANIZATION OF CARONDELET REGIONAL MEDICAL, PC USES THE FOLLOWING METHODS TO ESTABLISH THE COMPESNATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SCHEDULE J, PART I, LINE 4B ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FORM 990, PART VI, SECTION A, LINE 6 CARONDELET REGIONAL MEDICAL, PC HAS A SINGLE STOCKHOLDER, DR. RONALD MARSH. PER THE SHAREHOLDER CONTROL AGREEMENT, DR. RONALD MARSH IS THE STOCKHOLDER IN NAME ONLY, AND ALL CONTROL IS HELD BY A SINGLE CORPORATE ENTITY, ST. MARY'S HEALTHCARE. FORM 990, PART VI, SECTION A, LINE 7A AS STATED IN THE SHAREHOLDER CONTROL AGREEMENT, ST. MARY'S HEALTHCARE HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF CARONDELET REGIONAL MEDICAL, PC. FORM 990, PART VI, SECTION A, LINE 7B AS STATED IN THE SHAREHOLDER CONTROL AGREEMENT, ALL DECISIONS THAT HAVE A MATERIAL IMPACT TO CARONDELET REGIONAL MEDICAL, PC'S FINANCIAL INFORMATION OR CORPORATION AS A WHOLE ARE SUBJECT TO APPROVAL BY ST. MARY'S HEALTHCARE. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT, INCLUDING CERTAIN OFFICERS, WORKS DILIGENTLY TO COMPLETE THE FORM 990 AND ATTACHED SCHEDULES IN A THOROUGH MANNER. THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO ITS FINANCE COMMITTEE. MANAGEMENT PRESENTS THE FORM 990 TO FINANCE COMMITTEE MEMBERS TO REVIEW AND ANSWER ANY COMMITTEE MEMBER'S QUESTIONS. PRIOR TO FILING THE RETURN, ALL BOARD MEMBERS ARE PROVIDED THE FORM 990 AND MANAGEMENT TEAM MEMBERS ARE AVAILABLE TO ANSWER ANY BOARD MEMBER QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE COFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFER -1,401,150. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST MARY'S HEALTHCARE 427 GUY PARK AVENUE AMSTERDAM NY 12010 141347719 HOSPITAL NY 501(C)(3) LINE 3 N/A 0 MEDICAL SERVICES ENHANCEMENT INC 427 GUY PARK AVENUE AMSTERDAM NY 12010 141776546 MEDICAL OFFICE BUILDING NY 501(C)(25) ST MARY'S HEALTHCARE 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0