2023-11-07T10:46:15-06:00 2022-12-31 ERNST & YOUNG US LLP One Manhattan West NEW YORK NY 10001 990 2022-01-01 474853506 MONTEFIORE CERC OPERATIONS INC % EVAN RESNICK MONT 9143498455 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN NY 105916301 Christopher S Panczner SECRETARY 7189207787 2023-11-06 true Christopher S Panczner XXX-XX-XXXX NICOLE M SOKOLOWSKI P01683199 2127733000 2 2022 2023-04-26 12:10:37Z PHILIP O OZUAH MD PHD 111 EAST 210TH STREET BRONX NY 104672401 4425932 false X SEE Form 990, SCHEDULE O X 2015 NY To improve the quality of life of persons with developmental disabilities and their families. 2 0 122 3 0 0 0 0 4102068 4208128 215341 217758 0 46 4317409 4425932 0 0 0 0 4243381 4481526 0 0 0 1387682 1303293 5631063 5784819 -1313654 -1358887 16948982 11514045 3477976 1736312 13471006 9777733 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. false false 5781023 0 4208128 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. 5781023 true false false false false false false false false true false false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true X 0 0 122 true false false false false false false false false false false false false X 2 0 false false false false true true true true true false false true true true true true true false false false NY X EVAN RESNICK 9143498455 555 SO BROADWAY BLDG A FL 1 TARRYTOWN NY 105916301 Philip O Ozuah MD PhD President 0.5 59.5 X X 0 9856588 49625 Christopher S Panczner Secretary 0.5 59.5 X X 0 1857333 41124 Lisa Shulman MD Interim Chief, Dir of Dev Med 30.0 10.0 X 190456 63486 50565 Elisa Muniz MD Director-Dev. Behavioral Peds. 30.0 10.0 X 134862 44954 54096 Oscar Purugganan MD Pediatrician 30.0 10.0 X 150579 50193 28780 Anne Murphy PhD Clinical Director 30.0 10.0 X 154357 51452 18133 Yun-Kuang Lai MD Pediatric Specialist 30.0 10.0 X 133132 44377 19029 763386 11968383 261352 12 false true false none 0 0 AMBULATORY PATIENT SERVICES 621498 4208128 4208128 0 0 4208128 215528 0 0 215528 0 0 0 0 0 2230 0 2230 2230 0 0 2230 0 0 0 0 0 0 0 0 0 OTHER MISCELLANEOUS REVENUE 900099 46 0 0 46 46 4425932 4208128 0 217804 X 0 0 0 0 0 0 3369425 3369425 0 0 0 1112101 1112101 0 0 0 0 0 0 0 0 0 0 0 83288 80242 3046 0 25262 25262 0 0 0 1034669 1034669 0 0 3372 3372 0 0 0 7647 7647 0 0 0 0 0 0 INTERCOMPANY SHARED SERVICES 75896 75896 0 0 MEDICAL SUPPLIES 57976 57976 0 0 PATIENT TRANSPORTATION 13668 13668 0 0 FILING FEES 750 0 750 0 765 765 5784819 5781023 3796 0 0 0 3649689 88216 0 0 1013670 1256834 0 0 0 0 0 0 0 0 0 0 0 0 12285623 10168995 0 0 0 0 0 0 0 0 16948982 11514045 162364 172101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3315612 1564211 3477976 1736312 X 2446761 953562 11024245 8824171 13471006 9777733 16948982 11514045 -1358887 -2334386 X false true X true false X 11024244 -2116627 83446 8824171 9700375 1527642 203773 11024244 8480247 1388008 167880 9700375 6899472 943 1631054 51222 8480247 7424522 -444946 80104 6899472 0.00000 0.89220 0.10780 false false 0 DUE TO AFFILIATES 1564211 1564211 Schedule D, Part V, Line 4 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. false true false false false false false true false Philip O Ozuah MD PhD President 0 4478627 0 4715500 0 662461 0 17000 0 32625 0 9906213 0 0 Christopher S Panczner Secretary 0 954591 0 310000 0 592742 0 17000 0 24124 0 1898457 0 0 Lisa Shulman MD Interim Chief, Dir of Dev Med 157916 52639 31500 10500 1040 347 12750 4250 25174 8391 228380 76127 0 0 Anne Murphy PhD Clinical Director 134460 44820 19125 6375 772 257 12750 4250 850 283 167957 55985 0 0 Oscar Purugganan MD Pediatrician 146398 48799 3600 1200 581 194 12750 4250 8835 2945 172164 57388 0 0 Elisa Muniz MD Director-Dev. Behavioral Peds. 129087 43029 5775 1925 0 0 12750 4250 27822 9274 175434 58478 0 0 Yun-Kuang Lai MD Pediatric Specialist 126097 42032 6938 2313 97 32 12750 4250 1522 507 147404 49134 0 0 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. 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 MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 ACD MED CTR NY 501(C)(3) 3 MHS true MMC CORPORATION 111 EAST 210TH STREET BRONX NY 10467 133430322 REAL ESTATE NY 501(C)(3) 12A TYPE I MMC true MMC RESIDENTIAL CORP I INC 3411 WAYNE AVENUE BRONX NY 10467 911943271 STAFF HOUSING NY 501(C)(2) MMC true MONTEFIORE HOSP HOUSING SECTION II INC 3450 WAYNE AVENUE BRONX NY 10467 237160641 STAFF HOUSING NY 501(C)(2) MMC true MOSHOLU PRESERVATION CORPORATION 3400 RESEVOIR OVAL EAST BRONX NY 10467 133109387 COMMUNITY SER NY 501(C)(3) 12A TYPE I MMC true MONTEFIORE NEW ROCHELLE HOSPITAL 16 GUION PLACE NEW ROCHELLE NY 10801 462931956 HOSPITAL NY 501(C)(3) 3 MHS true MONTEFIORE MOUNT VERNON HOSPITAL 12 NORTH SEVENTH AVENUE MOUNT VERNON NY 10550 462916938 HOSPITAL NY 501(C)(3) 3 MHS true SCHAFFER EXTENDED CARE CENTER 16 GUION PLACE NEW ROCHELLE NY 10801 462929888 NURSING HOME NY 501(C)(3) 3 MHS true MONTEFIORE FOUNDATION INC 111 EAST 210TH STREET BRONX NY 10467 471600439 INACTIVE NY 501(C)(3) 7 MMAHS 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 true MONTEFIORE NYACK HOSPITAL 160 NORTH MIDLAND AVENUE NYACK NY 10960 131740119 HOSPITAL NY 501(C)(3) 3 MHS true WHITE PLAINS HOSPITAL MEDICAL CENTER 41 EAST POST ROAD WHTE PLAINS NY 10601 131740130 HOSPITAL NY 501(C)(3) 3 MHS true AECOM STUDENT HOUSING CO INC 1300 MORRIS PARK AVENUE BRONX NY 10461 237075620 STUDENT Hous NY 501(C)(2) AECOM 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 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 true MONTEFIORE NYACK HOSPITAL FOUNDATION 160 NORTH MIDLAND AVENUE NYACK NY 10960 133245804 FUNDRAISING NY 501(C)(3) 7 NYACK HOSP true THE WINIFRED MASTERSON BURKE REHAB HOSP 785 MAMARONECK AVENUE WHITE PLAINS NY 10605 131739937 REHAB HOSP NY 501(C)(3) 3 MHS true ST LUKE'S CORNWALL HOSPITAL 70 DUBOIS STREET NEWBURGH NY 12550 141340054 HOSPITAL NY 501(C)(3) 3 MHS true HUDSON VISTA MEDICAL PC 70 DUBOIS STREET NEWBURGH NY 12550 452526738 HEALTHCARE NY 501(C)(3) 12A TYPE I SLCH true HUDSON VISTA PHYSICIAN SERVICES PC 70 DUBOIS STREET NEWBURGH NY 12550 272020746 HEALTHCARE NY 501(C)(3) 12A TYPE I SLCH 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 true St Luke's Cornwall Health SYSTEM FDN 70 Dubois Street Newburgh NY 12550 223026263 Fundraising NY 501(C)(3) 7 SLCHS 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 true Albert Einstein College of Medicine 1300 Morris Park Avenue Bronx NY 10461 830621846 Med College NY 501(c)(3) 2 MMAHS true Montefiore Community Services Inc 111 East 210th Street Bronx NY 10467 863368007 HEALTHCARE NY 501(C)(3) 3 MMC true MONTEFIORE EINSTEIN ADVANCED CARE 555 South Broadway Tarrytown NY 10591 863090734 healthcare NY 501(c)(3) 3 MHS true Montefiore Action Fund Inc 111 East 210th Street Bronx NY 10467 872215301 Inactive NY 501(c)(4) MHS true MNH GARAGECO INC 160 NORTH MIDLAND AVENUE NYACK NY 109601912 880573052 PARKING NY 501(c)(3) Pending Nyack Hosp true University Behavioral Associates Inc 111 East 210th Street Bronx NY 10467 133877781 Mgmt Services NY NA C Corp true The Montefiore IPA Inc 111 East 210th Street Bronx NY 10467 134114915 Integ Provr Assoc NY NA C Corp true MMC GI Holdings East Inc 111 East 210th Street Bronx NY 10467 721610013 Holding Company NY NA C Corp true MMC GI Holding West Inc 111 East 210th Street Bronx NY 10467 721610015 Holding Company NY NA C Corp true Montefiore Behavioral Care IPA No 1 Inc 111 East 210th Street Bronx NY 10467 133952750 Integ Prov Assoc NY NA C Corp true Bronx Accountable Care Network IPA Inc 111 East 210th Street Bronx NY 10467 300689571 Integ Provr Assoc NY NA C Corp true Montefiore Consolidated Ventures Inc 111 East 210th Street Bronx NY 10467 611728539 Holding Company NY NA C Corp true Montefiore Insurance Company Inc 111 East 210th Street Bronx NY 10467 320436594 Inactive NY NA C Corp true Hudson Valley IPA Inc 111 East 210th Street Bronx NY 10467 383978087 INTEG PROVR Assoc NY NA C Corp true Montefiore Innovations Inc 111 East 210th Street Bronx NY 10467 475106910 Holding Company NY NA C Corp true Highland Medical PC 160 North Midland Avenue Nyack NY 10960 134034481 Healthcare Serv. 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NY NA C CORP true DAVIS AVENUE MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830579310 INACTIVE NY NA C CORP true WPH HOLDINGS INC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 833893119 HOLDING COMPANY NY NA C CORP true EAST POST ROAD PHYSICIAN SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830563325 INACTIVE NY NA C CORP true INNOVATOR ACQUISITION CORP 111 EAST 210TH STREET BRONX NY 104672401 833394059 HOLDING COMPANY NY NA C Corp true PY DEVELOPMENT CORP 41 EAST POST ROAD DAVIS AVE WHITE PLAINS NY 10601 863880241 REIT NY NA REIT true SPECIALTY SURGEONS OF CONNECTICUT PC 555 SOUTH BROADWAY TARRYTOWN NY 10591 871352135 Healthcare serv. CT NA C CORP true CMO THE CARE MANAGEMENT COMPANY LLC 111 EAST 210TH STREET BRONX NY 10467 133991307 CARE MANAGEMENT NY NA C CORP true false false false false false false false false false false true false false false true true false false false MONTEFIORE MEDICAL CENTER O 3119227 cost MONTEFIORE MEDICAL CENTER P 1672295 cost Albert Einstein College of Medicine K 1007685 market value