MONTEFIORE CERC OPERATIONS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE CERC OPERATIONS INC (EIN 47-4853506)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349301914
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T10:46:15-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Manhattan West | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474853506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE CERC OPERATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EVAN RESNICK | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 9143498455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SOUTH BROADWAY BLDG A FL 1 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105916301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher S Panczner | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7189207787 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christopher S | PersonFirstNm |
| Person Last | Panczner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE M SOKOLOWSKI | PreparerPersonNm |
| PTIN | P01683199 | PTIN |
| Phone | 2127733000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP O OZUAH MD PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST 210TH STREET | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104672401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,425,932 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE Form 990, SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To improve the quality of life of persons with developmental disabilities and their families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,102,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,208,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $215,341 | PYInvestmentIncomeAmt |
| CY Investment Income | $217,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $46 | CYOtherRevenueAmt |
| PY Total Revenue | $4,317,409 | PYTotalRevenueAmt |
| CY Total Revenue | $4,425,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,243,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,481,526 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,387,682 | PYOtherExpensesAmt |
| CY Other Expenses | $1,303,293 | CYOtherExpensesAmt |
| PY Total Expenses | $5,631,063 | PYTotalExpensesAmt |
| CY Total Expenses | $5,784,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,313,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,358,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,948,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,514,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,477,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,736,312 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,471,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,777,733 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES AS PART OF THE MONTEFIORE'S MISSION TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,781,023 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,208,128 | RevenueAmt |
| Desc | Montefiore CERC Operations, Inc., an affiliate of the Montefiore Health System, is an interdisciplinary service program for children and adults with intellectual and developmental disabilities including autism, cerebral palsy, neuromuscular disorders, behavioral problems and cognitive and learning problems and a premier ambulatory center providing services across the lifespan to all families in need. The Center is staffed by highly trained and competent specialists who coordinate comprehensive care through both interdisciplinary and specialized programs. Across our spectrum of clinical services we take a trauma-informed approach to integrated care, including behavioral, mental and dental health. Using multidisciplinary teams to evaluate and treat the individual and support the family, we have become a model program. Our exemplary programs include evaluation and diagnostic services, dental care and rehabilitative services offered by physical therapists, occupational therapists and speech therapists. It is also part of our mission to build the capacity of people with developmental disabilities to live full lives and effect system changes. We improve health not only through holistic care, but also by addressing social determinants of health via community outreach and advocacy. | Desc |
| Total Program Service Expenses | $5,781,023 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 122 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVAN RESNICK | PersonNm |
| Phone | 9143498455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SO BROADWAY BLDG A FL 1 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105916301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Philip O Ozuah MD PhD | ||||||||
| President | 0.5 | 59.5 | Yes (X) | Yes (X) | $0 | $9,856,588 | $49,625 | |
| Christopher S Panczner | ||||||||
| Secretary | 0.5 | 59.5 | Yes (X) | Yes (X) | $0 | $1,857,333 | $41,124 | |
| Lisa Shulman MD | ||||||||
| Interim Chief, Dir of Dev Med | 30.0 | 10.0 | $190,456 | $63,486 | $50,565 | Yes (X) | ||
| Elisa Muniz MD | ||||||||
| Director-Dev. Behavioral Peds. | 30.0 | 10.0 | $134,862 | $44,954 | $54,096 | Yes (X) | ||
| Oscar Purugganan MD | ||||||||
| Pediatrician | 30.0 | 10.0 | $150,579 | $50,193 | $28,780 | Yes (X) | ||
| Anne Murphy PhD | ||||||||
| Clinical Director | 30.0 | 10.0 | $154,357 | $51,452 | $18,133 | Yes (X) | ||
| Yun-Kuang Lai MD | ||||||||
| Pediatric Specialist | 30.0 | 10.0 | $133,132 | $44,377 | $19,029 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $763,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,968,383 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,352 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | none | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMBULATORY PATIENT SERVICES | Desc |
| Business | 621498 | BusinessCd |
| Total Revenue Column | $4,208,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,208,128 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,208,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,528 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $215,528 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,230 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,230 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $46 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,425,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,208,128 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,369,425 | TotalAmt |
| Program Services | $3,369,425 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,101 | TotalAmt |
| Program Services | $1,112,101 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,288 | TotalAmt |
| Program Services | $80,242 | ProgramServicesAmt |
| Management And General | $3,046 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,262 | TotalAmt |
| Program Services | $25,262 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,669 | TotalAmt |
| Program Services | $1,034,669 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372 | TotalAmt |
| Program Services | $3,372 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,647 | TotalAmt |
| Program Services | $7,647 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INTERCOMPANY SHARED SERVICES | $75,896 | $75,896 | $0 | $0 |
| MEDICAL SUPPLIES | $57,976 | $57,976 | $0 | $0 |
| PATIENT TRANSPORTATION | $13,668 | $13,668 | $0 | $0 |
| FILING FEES | $750 | $0 | $750 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765 | TotalAmt |
| Program Services | $765 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,784,819 | TotalAmt |
| Program Services | $5,781,023 | ProgramServicesAmt |
| Management And General | $3,796 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,689 | BOYAmt |
| EOY | $88,216 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,670 | BOYAmt |
| EOY | $1,256,834 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,285,623 | BOYAmt |
| EOY | $10,168,995 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,948,982 | BOYAmt |
| EOY | $11,514,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,364 | BOYAmt |
| EOY | $172,101 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,315,612 | BOYAmt |
| EOY | $1,564,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,477,976 | BOYAmt |
| EOY | $1,736,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,446,761 | BOYAmt |
| EOY | $953,562 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,024,245 | BOYAmt |
| EOY | $8,824,171 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,471,006 | BOYAmt |
| EOY | $9,777,733 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,948,982 | BOYAmt |
| EOY | $11,514,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,358,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,334,386 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,024,244 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,116,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $83,446 | OtherExpendituresAmt |
| End Year Balance | $8,824,171 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,700,375 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,527,642 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $203,773 | OtherExpendituresAmt |
| End Year Balance | $11,024,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,480,247 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,388,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $167,880 | OtherExpendituresAmt |
| End Year Balance | $9,700,375 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,899,472 | BeginningYearBalanceAmt |
| Contributions | $943 | ContributionsAmt |
| Investment Earnings Or Losses | $1,631,054 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,222 | OtherExpendituresAmt |
| End Year Balance | $8,480,247 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,424,522 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$444,946 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,104 | OtherExpendituresAmt |
| End Year Balance | $6,899,472 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $1,564,211 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,564,211 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | The organization's endowments were established pursuant to donor gifts so the earnings can provide support to various CERC programs as designated by the individual donors. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip O Ozuah MD PhD | ||||||||||||||
| President | $0 | $4,478,627 | $0 | $4,715,500 | $0 | $662,461 | $0 | $17,000 | $0 | $32,625 | $0 | $9,906,213 | $0 | $0 |
| Christopher S Panczner | ||||||||||||||
| Secretary | $0 | $954,591 | $0 | $310,000 | $0 | $592,742 | $0 | $17,000 | $0 | $24,124 | $0 | $1,898,457 | $0 | $0 |
| Lisa Shulman MD | ||||||||||||||
| Interim Chief, Dir of Dev Med | $157,916 | $52,639 | $31,500 | $10,500 | $1,040 | $347 | $12,750 | $4,250 | $25,174 | $8,391 | $228,380 | $76,127 | $0 | $0 |
| Anne Murphy PhD | ||||||||||||||
| Clinical Director | $134,460 | $44,820 | $19,125 | $6,375 | $772 | $257 | $12,750 | $4,250 | $850 | $283 | $167,957 | $55,985 | $0 | $0 |
| Oscar Purugganan MD | ||||||||||||||
| Pediatrician | $146,398 | $48,799 | $3,600 | $1,200 | $581 | $194 | $12,750 | $4,250 | $8,835 | $2,945 | $172,164 | $57,388 | $0 | $0 |
| Elisa Muniz MD | ||||||||||||||
| Director-Dev. Behavioral Peds. | $129,087 | $43,029 | $5,775 | $1,925 | $0 | $0 | $12,750 | $4,250 | $27,822 | $9,274 | $175,434 | $58,478 | $0 | $0 |
| Yun-Kuang Lai MD | ||||||||||||||
| Pediatric Specialist | $126,097 | $42,032 | $6,938 | $2,313 | $97 | $32 | $12,750 | $4,250 | $1,522 | $507 | $147,404 | $49,134 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4B & Part II, Columns (B)(I), (II) and (III) | As it relates to Compensation from Montefiore Medicine Academic Health System, Inc. for the two officers: The Compensation Committee reviews and approves all forms of compensation and benefits provided to each executive with the assistance of a national independent compensation consulting firm. The consulting firm assists the Compensation Committee with its decision-making process to ensure executive compensation levels are reasonable and appropriate relative to those of other similar organizations. Base salaries in Column B(i) are determined based on competitive market practices for comparable positions with similar size organizations and scope of responsibilities. Bonus and incentive compensation in Column B(ii) is based on the achievement of performance goals. The executives' compensation program has a significant pay-at-risk component to ensure the alignment of pay and organizational performance. Goals are set in advance in areas such as quality of care, patient satisfaction, community services and financial performance. Compensation is at risk if the goals established by the Compensation Committee are not met. In a manner designed to qualify for the "rebuttable presumption of reasonableness" the Compensation Committee of the Board of Trustees expressly reviewed and approved these retirement benefit arrangements for senior executives in a manner that qualified under the intermediate sanctions rules of the Federal tax law, and in recognition of (a) the executives' years of service to the organization and (b) the significant contributions to enhancing the ability of the organization to achieve its charitable mission in a manner consistent with financial solvency. Accordingly, this benefit should be viewed as applying to years of service for the Montefiore Health System. Pooled Supplemental Executive Retirement Plan Distributions as paid by a related organization: Philip O. Ozuah, M.D., PH.D. - $632,224; Christopher Panczner - $558,708. |
| Part 1, Line 7 | The bonuses paid to the five highest compensated employees were discretionary payments determined by management. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2A | All employees are shared by the organization and Montefiore Medical Center, Ein 13-1740114, the Common Paymaster. Montefiore Medical Center issues all Forms W-2s and files all federal employment tax returns relating to these employees. Salaries are allocated to the organization based on a pre-determined percent. |
| Form 990, Part VI, Section A, Line 1a | The Board membership is down by one member due to the resignation of a trustee. The Board is currently in the process of seeking a replacement. |
| Form 990, Part VI, Section A, Line 6 | The sole member of Montefiore Cerc Operations, Inc. is Montefiore Medical Center. |
| Form 990, Part VI, Section A, Line 7A | The Board of Trustees of Montefiore Medical Center, the parent organization, has the authority to elect and to remove the Trustees of the corporation. |
| Form 990, Part VI, Section A, Line 7B | The Board of Trustees of Montefiore Medical Center, the parent organization, has the power to authorize: (i) the amendment and restatement of the Certificate of Incorporation of the Corporation; (ii) the amendment, repeal and restatement of the Bylaws of the Corporation; (iii) the merger or consolidation of the Corporation with any other entity; (iv) the sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all the property and assets of the Corporation; and (v) the voluntary dissolution of the Corporation, and the plan of distribution of assets upon dissolution and the revocation of voluntary dissolution proceedings. |
| Form 990, Part VI, Section B, Line 11B | The form 990 was prepared by Montefiore Medical Center's Finance Department. The Form 990 was reviewed and approved by Montefiore Medical Center's Vice President-Finance. An independent Public Accounting firm was engaged to review the Form 990. Upon completion of the various reviews, the final form 990 was presented to the Montefiore Cerc Organization's Board of Trustees for final review and approval prior to filing. |
| Form 990, Part VI, Section B, Line 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES compliance with THE CONFLICT OF INTEREST POLICY BY MEANS OF A SURVEY THAT WAS DEVELOPED by MONTEFIORE'S COUNSEL. THE MONTEFIORE CERC Operations, Inc. BOARD OF Trustees ADOPTED THE POLICY OF MONTEFIORE MEDICAL CENTER. THE POLICY stipulates THAT THE GENERAL APPROACH WHEN A POTENTIAL CONFLICT OF INTEREST arises IS TO DISCLOSE THE POSSIBLE CONFLICT TO THE COMPLIANCE OFFICER. THE Compliance OFFICER WILL MAKE EVERY EFFORT TO PROVIDE GUIDANCE TO PERMIT resolution OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE COMPLIANCE officer WILL TAKE APPROPRIATE ACTIONS, INCLUDING ADVISING MONTEFIORE CERC Operations' BOARD OF TRUSTEES REGARDING PARTICULAR CONFLICT OF INTEREST. |
| FORM 990, PAGE VI, Section C, Line 19 | The conflict of interest policy, governing documents, and Montefiore Medical Center's audited consolidated Financial Statements, inclusive of Montefiore CERC Operations, Inc., are available on request. |
| Form 990, Part IX, Lines 8, 9 & 10 | As it relates to employee benefits: Montefiore Medical Center is the Common Paymaster for Montefiore CERC Operations, Inc. All payroll taxes and employee benefits are paid by Montefiore Medical Center and allocated back to the organization based on a composite rate of salaries for all benefit costs. The organization's assessment for employee benefits is reflected on line 9, Other Employees Benefits, of Part IX that includes cost for both pension and payroll taxes. |
| Form 990, Schedule H | An ambulatory care center is not a hospital as defined by the State of New York, therefore Schedule H is not applicable for Montefiore CERC Operations, Inc. |
| Form 990, Page 1, Box J, Website: | http://www.cham.org/programs-centers/children-s-evaluation-and-rehabilitat ion-center |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MONTEFIORE MEDICAL CENTER | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 131740114 | ACD MED CTR | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| MMC CORPORATION | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 133430322 | REAL ESTATE | NY | 501(C)(3) | 12A TYPE I | MMC | Yes (true) |
| MMC RESIDENTIAL CORP I INC | ||||||||||
| 3411 WAYNE AVENUE | BRONX | NY | 10467 | 911943271 | STAFF HOUSING | NY | 501(C)(2) | MMC | Yes (true) | |
| MONTEFIORE HOSP HOUSING SECTION II INC | ||||||||||
| 3450 WAYNE AVENUE | BRONX | NY | 10467 | 237160641 | STAFF HOUSING | NY | 501(C)(2) | MMC | Yes (true) | |
| MOSHOLU PRESERVATION CORPORATION | ||||||||||
| 3400 RESEVOIR OVAL EAST | BRONX | NY | 10467 | 133109387 | COMMUNITY SER | NY | 501(C)(3) | 12A TYPE I | MMC | Yes (true) |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||||||||||
| 16 GUION PLACE | NEW ROCHELLE | NY | 10801 | 462931956 | HOSPITAL | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||||||||||
| 12 NORTH SEVENTH AVENUE | MOUNT VERNON | NY | 10550 | 462916938 | HOSPITAL | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| SCHAFFER EXTENDED CARE CENTER | ||||||||||
| 16 GUION PLACE | NEW ROCHELLE | NY | 10801 | 462929888 | NURSING HOME | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| MONTEFIORE FOUNDATION INC | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 471600439 | INACTIVE | NY | 501(C)(3) | 7 | MMAHS | Yes (true) |
| MONTEFIORE MEDICINE ACADEMIC HEALTH SYST | ||||||||||
| 555 SOUTH BROADWAY BLDG A FL 1 | TARRYTOWN | NY | 10591 | 471582973 | SYSTEM PARENT | NY | 501(C)(3) | 12B TYPE II | NA | Yes (true) |
| MONTEFIORE NYACK HOSPITAL | ||||||||||
| 160 NORTH MIDLAND AVENUE | NYACK | NY | 10960 | 131740119 | HOSPITAL | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | ||||||||||
| 41 EAST POST ROAD | WHTE PLAINS | NY | 10601 | 131740130 | HOSPITAL | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| AECOM STUDENT HOUSING CO INC | ||||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | 237075620 | STUDENT Hous | NY | 501(C)(2) | AECOM | Yes (true) | |
| MONTEFIORE HEALTH SYSTEM INC | ||||||||||
| 555 SOUTH BROADWAY BLDG A FL 1 | TARRYTOWN | NY | 10591 | 201615393 | SUPPORT SERV | NY | 501(C)(3) | 12B TYPE II | MMAHS | Yes (true) |
| WHITE PLAINS HOSPITAL CTR FOUNDATIONINC | ||||||||||
| 41 EAST POST ROAD DAVIS AVE | WHITE PLAINS | NY | 10601 | 133281507 | FUNDRAISING | NY | 501(C)(3) | 12A TYPE I | WPHMC | Yes (true) |
| MONTEFIORE NYACK HOSPITAL FOUNDATION | ||||||||||
| 160 NORTH MIDLAND AVENUE | NYACK | NY | 10960 | 133245804 | FUNDRAISING | NY | 501(C)(3) | 7 | NYACK HOSP | Yes (true) |
| THE WINIFRED MASTERSON BURKE REHAB HOSP | ||||||||||
| 785 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | 131739937 | REHAB HOSP | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| ST LUKE'S CORNWALL HOSPITAL | ||||||||||
| 70 DUBOIS STREET | NEWBURGH | NY | 12550 | 141340054 | HOSPITAL | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| HUDSON VISTA MEDICAL PC | ||||||||||
| 70 DUBOIS STREET | NEWBURGH | NY | 12550 | 452526738 | HEALTHCARE | NY | 501(C)(3) | 12A TYPE I | SLCH | Yes (true) |
| HUDSON VISTA PHYSICIAN SERVICES PC | ||||||||||
| 70 DUBOIS STREET | NEWBURGH | NY | 12550 | 272020746 | HEALTHCARE | NY | 501(C)(3) | 12A TYPE I | SLCH | Yes (true) |
| ST LUKE'S CORNWALL HEALTH SYSTEM INC | ||||||||||
| 70 DUBOIS STREET | NEWBURGH | NY | 12550 | 223026261 | HOLDING COMP | NY | 501(C)(3) | 12A TYPE I | MHS | Yes (true) |
| St Luke's Cornwall Health SYSTEM FDN | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 223026263 | Fundraising | NY | 501(C)(3) | 7 | SLCHS | Yes (true) |
| Montefiore Med Acad Hlth Sys Self Ins Tr | ||||||||||
| 555 South Broadway | Tarrytown | NY | 10591 | 824019223 | Ins Trust | NY | 501(c)(3) | 12A Type I | MMAHS | Yes (true) |
| Albert Einstein College of Medicine | ||||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 830621846 | Med College | NY | 501(c)(3) | 2 | MMAHS | Yes (true) |
| Montefiore Community Services Inc | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 863368007 | HEALTHCARE | NY | 501(C)(3) | 3 | MMC | Yes (true) |
| MONTEFIORE EINSTEIN ADVANCED CARE | ||||||||||
| 555 South Broadway | Tarrytown | NY | 10591 | 863090734 | healthcare | NY | 501(c)(3) | 3 | MHS | Yes (true) |
| Montefiore Action Fund Inc | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 872215301 | Inactive | NY | 501(c)(4) | MHS | Yes (true) | |
| MNH GARAGECO INC | ||||||||||
| 160 NORTH MIDLAND AVENUE | NYACK | NY | 109601912 | 880573052 | PARKING | NY | 501(c)(3) | Pending | Nyack Hosp | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| University Behavioral Associates Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133877781 | Mgmt Services | NY | NA | C Corp | Yes (true) |
| The Montefiore IPA Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 134114915 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) |
| MMC GI Holdings East Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610013 | Holding Company | NY | NA | C Corp | Yes (true) |
| MMC GI Holding West Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610015 | Holding Company | NY | NA | C Corp | Yes (true) |
| Montefiore Behavioral Care IPA No 1 Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133952750 | Integ Prov Assoc | NY | NA | C Corp | Yes (true) |
| Bronx Accountable Care Network IPA Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 300689571 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) |
| Montefiore Consolidated Ventures Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 611728539 | Holding Company | NY | NA | C Corp | Yes (true) |
| Montefiore Insurance Company Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 320436594 | Inactive | NY | NA | C Corp | Yes (true) |
| Hudson Valley IPA Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 383978087 | INTEG PROVR Assoc | NY | NA | C Corp | Yes (true) |
| Montefiore Innovations Inc | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 475106910 | Holding Company | NY | NA | C Corp | Yes (true) |
| Highland Medical PC | |||||||||
| 160 North Midland Avenue | Nyack | NY | 10960 | 134034481 | Healthcare Serv. | NY | NA | C Corp | Yes (true) |
| White Plains Medical Diagnostic Svcs PC | |||||||||
| 41 East Post Road | White Plains | NY | 10601 | 453164626 | Healthcare Serv. | NY | NA | C Corp | Yes (true) |
| Cancer and Blood Medical Servs of NY PC | |||||||||
| 41 East Post Road | White Plains | NY | 10601 | 462021804 | Healthcare Serv. | NY | NA | C Corp | Yes (true) |
| Davis Avenue Corp | |||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 133331643 | Property holding | NY | NA | C Corp | Yes (true) |
| White Plains Management Co Inc | |||||||||
| 41 East Post Road | White Plains | NY | 10601 | 133331641 | Property Holding | NY | NA | C Corp | Yes (true) |
| WPHC Building Corp | |||||||||
| 41 East Post Road | White Plains | NY | 10601 | 133676932 | Property holding | NY | NA | C Corp | Yes (true) |
| White Plains Medical Services PC | |||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 815369152 | Healthcare Serv. | NY | NA | C Corp | Yes (true) |
| White Plains Physician Services PC | |||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 815309615 | Healthcare Serv. | NY | NA | C Corp | Yes (true) |
| Charitable Remainder Trust (4) | |||||||||
| Charit Remr Trust | NY | NA | Trust | Yes (true) | |||||
| CRHT ACQUISITION INC | |||||||||
| 555 SOUTH BROADWAY BLDG A FL 1 | TARRYTOWN | NY | 10591 | 815220651 | HOLDING COMPANY | NY | NA | C CORP | Yes (true) |
| QUANTUM BIOTHERAPEUTICS LLC | |||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 611793667 | INACTIVE | NY | NA | C CORP | Yes (true) |
| WHITE PLAINS PHYSICIAN MEDICAL SERV PC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830519787 | INACTIVE | NY | NA | C CORP | Yes (true) |
| EAST POST ROAD MEDICAL SERVICES PC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830535258 | Healthcare Serv. | NY | NA | C CORP | Yes (true) |
| DAVIS AVENUE MEDICAL SERVICES PC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830579310 | INACTIVE | NY | NA | C CORP | Yes (true) |
| WPH HOLDINGS INC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 833893119 | HOLDING COMPANY | NY | NA | C CORP | Yes (true) |
| EAST POST ROAD PHYSICIAN SERVICES PC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830563325 | INACTIVE | NY | NA | C CORP | Yes (true) |
| INNOVATOR ACQUISITION CORP | |||||||||
| 111 EAST 210TH STREET | BRONX | NY | 104672401 | 833394059 | HOLDING COMPANY | NY | NA | C Corp | Yes (true) |
| PY DEVELOPMENT CORP | |||||||||
| 41 EAST POST ROAD DAVIS AVE | WHITE PLAINS | NY | 10601 | 863880241 | REIT | NY | NA | REIT | Yes (true) |
| SPECIALTY SURGEONS OF CONNECTICUT PC | |||||||||
| 555 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | 871352135 | Healthcare serv. | CT | NA | C CORP | Yes (true) |
| CMO THE CARE MANAGEMENT COMPANY LLC | |||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 133991307 | CARE MANAGEMENT | NY | NA | C CORP | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTEFIORE MEDICAL CENTER | ||
| O | $3,119,227 | cost |
| MONTEFIORE MEDICAL CENTER | ||
| P | $1,672,295 | cost |
| Albert Einstein College of Medicine | ||
| K | $1,007,685 | market value |