Nonprofit · EIN 25-1400999
HAMOT HEALTH FOUNDATION
Tax-exempt · ERIE, PA 16507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,388,862 | $4,928,227 | -$539,365 | $28,594,827 | $594,812 | $28,000,015 |
| June 30, 2024 | 990 | $4,597,319 | $5,268,016 | -$670,697 | $26,406,511 | $81,362 | $26,325,149 |
| June 30, 2023 | 990 | $5,210,225 | $5,941,578 | -$731,353 | $25,598,521 | $976,136 | $24,622,385 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,055,485
- of which government grants
- $898,887
- Program service revenue
- $0
- Investment income
- $460,094
- Net rental income
- $30,000
- Net income from fundraising events
- -$218,703
- Net income from gaming
- $2,585
- Other revenue
- $873,283
Expenses
- Grants and similar amounts paid
- $3,713,443
- Other salaries and wages
- $740,026
- Salaries, compensation and benefits (total)
- $785,986
- Professional fundraising fees
- $0
- Legal fees
- $12,526
- Accounting fees
- $45,960
- Occupancy
- $18,893
- Travel
- $4,764
- Depreciation
- $11,794
- Program services (functional)
- $3,824,632
- Management and general (functional)
- $273,054
- Fundraising (functional)
- $830,541
Balance sheet and other
- Total assets, start of year
- $26,406,511
- Total assets, end of year
- $28,594,827
- Total liabilities, end of year
- $594,812
- Net assets, end of year
- $28,000,015
- Land, buildings and equipment
- $112,765
- Publicly traded securities
- $17,797,832
- Net assets without donor restrictions
- $1,105,345
- Net assets with donor restrictions
- $26,894,670
- Gross receipts
- $4,767,565
- Employees
- 13
- Volunteers
- 135
- Year formed
- 1881
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT MAHOLIC DO | DIRECTOR Trustee or director | 1 | $0 | $770,639 | $56,600 |
| MBEMBO BONGUTU | DIRECTOR Trustee or director | 1 | $0 | $374,458 | $66,783 |
| CHARLES BOO HAGERTY | CHIEF DEVELOPMENT OFFICER Officer | 1 | $0 | $363,220 | $48,543 |
| BRADLEY N DINGER | TREASURER Officer | 1 | $0 | $299,763 | $42,968 |
| CARRIE E ENNIS | SECRETARY Officer | 1 | $0 | $208,482 | $34,426 |
| JAIMEE BLACK | CHIEF OPERATING OFFICER Officer | 1 | $0 | $144,316 | $41,164 |
| BETH BURNSIDE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIELLE BATES CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HAROLD BENDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSY BORT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BISHOP DWANE BROCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLIOTT J EHRENREICH ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORIANNE FELTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EMILY HIRSCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET JOY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABIGAIL LECHNER | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER NABER MD | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS SMITH | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA UHT | DIRECTOR Trustee or director | 1 | $0 |
| LISA WATKINS | DIRECTOR Trustee or director | 1 | $0 |
| ALLISON HODAS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH EWING | DIRECTOR Trustee or director | 1 | $0 |
| KYLE STRAYER | DIRECTOR Trustee or director | 1 | $0 |
| GARRETT A FUHRMAN | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 |
| CAROLINE PATTERSON | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 |
| MATTHEW ZINNA | DIRECTOR (NONVOTING) Trustee or director | 1 | $0 |
| DAVID J ZIMMER | DIRECTOR (UNTIL XX) Trustee or director | 1 | $0 |
| DANIEL TEED | DIRECTOR (UNTIL XX) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT MAHOLIC DO | DIRECTOR Trustee or director | 1 | $0 | $758,788 | $49,141 |
| MBEMBO BONGUTU | DIRECTOR Trustee or director | 1 | $0 | $385,222 | $62,293 |
| CHARLES BOO HAGERTY | CHIEF DEVELOPMENT OFFICER Officer | 1 | $0 | $326,092 | $43,245 |
| BRADLEY N DINGER | TREASURER Officer | 1 | $0 | $284,166 | $38,956 |
| CARRIE E ENNIS | SECRETARY Officer | 1 | $0 | $201,978 | $31,577 |
| JAIMEE BLACK | CHIEF OPERATING OFFICER Officer | 1 | $0 | $130,225 | $37,840 |
| BETH BURNSIDE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIELLE BATES CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HAROLD BENDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSY BORT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BISHOP DWANE BROCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLIOTT J EHRENREICH ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORIANNE FELTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EMILY HIRSCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET JOY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ABIGAIL LECHNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER NABER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBRA UHT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA WATKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID J ZIMMER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL TEED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARRETT A FUHRMAN | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| ALLISON HODAS | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| CAROLINE PATTERSON | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES BOO HAGERTY | CHIEF DEVELOPMENT OFFICER/ Officer | 1 | $0 | $309,807 | $38,536 |
| BRADLEY N DINGER | TREASURER Officer | 1 | $0 | $264,161 | $34,576 |
| CARRIE E ENNIS | SECRETARY Officer | 1 | $0 | $186,923 | $27,749 |
| JAIMEE BLACK | CHIEF OPERATING OFFICER Officer | 1 | $0 | $128,682 | $33,687 |
| BETH BURNSIDE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIELLE BATES CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HAROLD BENDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MBEMBO BONGUTU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSY BORT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BISHOP DWANE BROCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLIOTT J EHRENREICH ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORIANNE FELTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET JOY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ABIGAIL LECHNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT MAHOLIC DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE MCQUILLEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER NABER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL TEED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBRA UHT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA WATKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID J ZIMMER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARRETT A FUHRMAN | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| SALLY GEARITY | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| ALLISON HODAS | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| CAROLINE PATTERSON | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
| SHIRLEY WILSON | DIRECTOR (NON-VOTING) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 302 FRENCH ST, ERIE, PA 16507-1543
- Principal officer (990 for 2024)
- CHARLES BOO HAGERTY, 302 FRENCH STREET, ERIE, PA 16507
- Signed the 990
- BRADLEY DINGER, TREASURER
- Phone
- (814) 877-3739
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO SUPPORT UPMC HAMOT IN SERVING OUR PATIENTS, OUR COMMUNITIES, AND ONE ANOTHER IN THE TRADITION OF QUALITY, HEALTH, HEALING, AND EDUCATION.
Program accomplishments
- THE FOUNDATION GIVES SUPPORT TO ITS AFFILIATED ORGANIZATIONS AND THE COMMUNITY THROUGH GRANTS FOR OPERATIONS, PROPERTY, AND EQUIPMENT AND PROGRAMS TO PROMOTE THE MISSION OF THESE OTHER NON-PROFIT ENTITIES. DURING FY25, THE FOUNDATION GAVE GRANTS OF $1,610,335 TO UPMC HAMOT FOR CAPITAL IMPROVEMENTS, ACQUIRING EQUIPMENT, RESEARCH, AND MEDICAL EDUCATION. THE FOUNDATION ALSO AWARDED GRANTS TO ANOTHER AFFILIATE, REGIONAL HEALTH SERVICES, INC. ("RHS") WITH $110,883 FOR FINANCIAL SUPPORT FOR PROVIDING MEDICAL SERVICES IN A SMALL COMMUNITY. BESIDES THE AFFILIATES, THE FOUNDATION GAVE GRANTS TO ERIE COMMUNITY ENTITIES IN THE AMOUNT OF $1,170,304.Expenses $3,824,632 · grants $3,713,443 · revenue $1,059,401
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1400999
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $28,594,827
- Income (IRS master file)
- $4,767,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,388,862 | $4,928,227 | $28,594,827 | IRS |
| 990 | June 2024 | $4,597,319 | $5,268,016 | $26,406,511 | IRS |
| 990 | June 2023 | $5,210,225 | $5,941,578 | $25,598,521 | XML |
| 990 | June 2022 | $5,278,413 | $4,508,259 | $26,374,339 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1400999).
Questions about HAMOT HEALTH FOUNDATION
- What is the EIN of HAMOT HEALTH FOUNDATION?
- The employer identification number (EIN) of HAMOT HEALTH FOUNDATION is 25-1400999.
- Is HAMOT HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to HAMOT HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HAMOT HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAMOT HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAMOT HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HAMOT HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names CHARLES BOO HAGERTY.
- Who are the officers and directors of HAMOT HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does HAMOT HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,388,862, expenses of $4,928,227 and total assets of $28,594,827 at year end.
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