MONTEFIORE MOUNT VERNON HOSPITAL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE MOUNT VERNON HOSPITAL (EIN 46-2916938)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349301494
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T08:56:04-06:00 | 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 | 462916938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE MOUNT VERNON HOSPITAL | 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 | 12 NORTH SEVENTH AVENUE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105502026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN BLYE | PersonNm |
| Person Title | EXEC V.P. & C.F.O. | PersonTitleTxt |
| Phone | 9143498455 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLLEEN | PersonFirstNm |
| Person Last | BLYE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | $73,881,655 | 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 | 2013 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 539 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,272,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,991,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,020,403 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,608,518 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,008 | CYInvestmentIncomeAmt |
| PY Other Revenue | $350,813 | PYOtherRevenueAmt |
| CY Other Revenue | $271,318 | CYOtherRevenueAmt |
| PY Total Revenue | $78,648,978 | PYTotalRevenueAmt |
| CY Total Revenue | $73,875,365 | 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 | $46,953,174 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,480,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,884,139 | PYOtherExpensesAmt |
| CY Other Expenses | $40,104,994 | CYOtherExpensesAmt |
| PY Total Expenses | $81,837,313 | PYTotalExpensesAmt |
| CY Total Expenses | $87,585,353 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,188,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,709,988 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,245,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,527,538 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,309,175 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,039,753 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,063,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$19,512,215 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MISSION: TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. VALUES: HUMANITY, INNOVATION, TEAMWORK, DIVERSITY AND EQUITY - OUR VALUES DEFINE OUR PHILOSOPHY OF CARE. THEY SHAPE OUR ACTIONS AND MOTIVATE AND INSPIRE US TO PURSUE EXCELLENCE AND ACHIEVE OUR GOALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $80,916,538 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $60,608,518 | RevenueAmt |
| Desc | Montefiore Mount Vernon Hospital is a 176 bed, community-based teaching hospital that has been serving the medical needs of the community since its inception. Montefiore Mount Vernon provides inpatient, critical care and ambulatory services to residents of lower Westchester County. The hospital is part of Montefiore Health System, the University hospital for the Albert Einstein College of Medicine. Montefiore MOUNT VERNON HOSPITAL BEGAN OPERATIONS ON NOVEMBER 6, 2013 as part of the Montefiore Health System. MONTEFIORE MOUNT VERNON'S MISSION IS TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES IT SERVES. To this mission, the health system brings a unique synergy of strengths and resources that has helped define healthcare delivery in the area and have earned Mount Vernon the distinction of being a designated New York stroke and HIV/aids Center. Mount Vernon hospital is also home to the Beale Chronic Wound treatment and hyperbaric center and the Montefiore School of Nursing. The hospital provides a range of diagnostic and therapeutic medical and surgical services in addition to specialty programs and services. It operates a family health and wellness center with more than 20 specialized ambulatory care clinics as well as an inpatient and outpatient behavioral health program offering psychiatric services. The hospital also operates a chronic wound treatment and hyperbaric medicine center that offers advance wound management as well as hyperbaric oxygen therapy helping to reduce the risk of amputation for individuals suffering from traumatic injuries. Montefiore Mount Vernon Hospital also operates a drug and alcohol addiction rehabilitation facility located in close proximity to their main campus committed to helping those addicted in getting the treatment that they need. The center offers personalized treatment program specifically designed for the patient including group counseling, 12-step programs, medically assisted detoxification, and individual counseling, among others, that can help to give our patients the confidence needed to successfully overcome their addiction to drugs or alcohol. | Desc |
| Total Program Service Expenses | $80,916,538 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| 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 |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 539 | 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 (47 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP O OZUAH MD PHD | |||||||||
| President & CEO | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $9,856,588 | $49,625 | ||
| COLLEEN BLYE | |||||||||
| EXEC VP & CFO | 5.0 | 55.0 | Yes (X) | $0 | $3,537,630 | $29,968 | |||
| SUSAN GREEN-LORENZEN RN | |||||||||
| System SENIOR VP-OPERATIONS | 5.0 | 55.0 | $0 | $2,528,339 | $47,025 | Yes (X) | |||
| CHRISTOPHER S PANCZNER | |||||||||
| Assistant Secretary | 5.0 | 55.0 | Yes (X) | $0 | $1,857,333 | $41,124 | |||
| FRANCIS AGBONKPOLO MD | |||||||||
| Chair-Anesthesia | 50.0 | 0.0 | $528,241 | $0 | $29,571 | Yes (X) | |||
| Nadeem Hussain MD | |||||||||
| Per Diem Psychiatrist | 50.0 | 0.0 | $459,759 | $0 | $29,018 | Yes (X) | |||
| Jaccel Kouns | |||||||||
| VP & Exc Director MMV | 60.0 | 0.0 | $0 | $401,712 | $48,227 | Yes (X) | |||
| Sanford Taffet MD | |||||||||
| Physician | 50.0 | 0.0 | $312,428 | $0 | $35,283 | Yes (X) | |||
| Gary Ishkanian MD | |||||||||
| Medical Director | 50.0 | 0.0 | $305,247 | $0 | $39,889 | Yes (X) | |||
| Aaron Roth MD | |||||||||
| Chair-Dept. of Surgery | 50.0 | 0.0 | $321,524 | $0 | $4,714 | Yes (X) | |||
| JAY B ABRAMSON | |||||||||
| TRUSTEE | 0.3 | 3.2 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA BAUMAN | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M BUTLER | |||||||||
| CHAIRMAN | 0.5 | 3.75 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE DONIGER | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| RUTH L GOTTESMAN EDD | |||||||||
| TRUSTEE | 0.2 | 2.3 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA GREEN | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L HARRISON | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HEFFER | |||||||||
| TRUSTEE | 0.2 | 1.8 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS HENKIND | |||||||||
| Trustee | 0.2 | 2.05 | Yes (X) | $0 | $0 | $0 | |||
| HELEN A JOHNSON | |||||||||
| TRUSTEE | 0.2 | 1.3 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B KEIDAN | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| ALAN M KLEIN | |||||||||
| Secretary | 0.4 | 3.1 | Yes (X) | $0 | $0 | $0 | |||
| STACEY R LANE | |||||||||
| TRUSTEE | 0.2 | 2.8 | Yes (X) | $0 | $0 | $0 | |||
| JAY B LANGNER | |||||||||
| TRUSTEE (retired 6/30/22) | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET S NATHAN | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| GAYLE F ROBINSON | |||||||||
| TRUSTEE | 0.3 | 2.2 | Yes (X) | $0 | $0 | $0 | |||
| JON W ROTENSTREICH | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN H STERN III | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A TANNER | |||||||||
| TRUSTEE | 0.2 | 1.3 | Yes (X) | $0 | $0 | $0 | |||
| JENNIE EMIL | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN A LIPTON | |||||||||
| TRUSTEE | 0.2 | 1.3 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN GANTCHER | |||||||||
| TRUSTEE | 0.2 | 2.3 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE KLEMA | |||||||||
| VICE CHAIR | 0.4 | 3.6 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA CERIALE | |||||||||
| TRUSTEE | 0.3 | 3.7 | Yes (X) | $0 | $0 | $0 | |||
| BARRY S BLATTMAN | |||||||||
| TRUSTEE | 0.3 | 2.2 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW H NORD | |||||||||
| TRUSTEE | 0.2 | 1.3 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A STOCKER MD | |||||||||
| TRUSTEE | 0.3 | 2.95 | Yes (X) | $0 | $0 | $0 | |||
| JOEL BRAUN | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| EMANUEL CHIRICO | |||||||||
| TREASURER | 0.3 | 2.2 | Yes (X) | $0 | $0 | $0 | |||
| ALISA R DOCTOROFF | |||||||||
| TRUSTEE | 0.3 | 3.7 | Yes (X) | $0 | $0 | $0 | |||
| JOHN P GUTFREUND | |||||||||
| TRUSTEE | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| RONALD L MOELIS | |||||||||
| TRUSTEE | 0.3 | 1.7 | Yes (X) | $0 | $0 | $0 | |||
| Alan N Suna | |||||||||
| Trustee | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| Daniel R Tishman | |||||||||
| trustee | 0.2 | 3.05 | Yes (X) | $0 | $0 | $0 | |||
| Douglas F Eisenberg | |||||||||
| Trustee | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Breslow Newhouse | |||||||||
| Trustee | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| Allen M Spiegel MD | |||||||||
| Trustee (Appointed 6/30/22) | 0.2 | 1.05 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,927,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,181,602 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $354,444 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 104 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sound Physician Emergency Medicine | |||||
| PO BOX 742936 | LOS ANGELES | CA | 90074 | Physician Services | $1,889,198 |
| SECURITAS SECURITY SERV OF NY PLLC | |||||
| PO BOX 403412 | ATLANTA | GA | 30384 | Security Services | $1,610,627 |
| Medicus Psychiatry Services LLC | |||||
| 22 Rouiston Road | WINDHAM | NH | 03087 | Psychiatric Services | $1,100,749 |
| HEALOGICS WOUND CARE HYPERBARIC S | |||||
| 28525 NETWORK PLACE | CHICAGO | IL | 60673 | HYPERBARIC SERVICES | $997,915 |
| Sound Physician DBA Critical Care | |||||
| PO Box 742936 | LOS ANGELES | CA | 90074 | Physician Services | $953,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,939,260 | GovernmentGrantsAmt |
| All Other Contributions | $52,261 | AllOtherContributionsAmt |
| Total Contributions | $12,991,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| INPATIENT SERVICES | 622000 | $34,222,486 | $34,222,486 | $0 | $0 |
| OUTPATIENT SERVICES | 621400 | $24,207,843 | $24,207,843 | $0 | $0 |
| RENTAL INCOME FROM EXEMPT AFFILIATE | 531120 | $1,468,114 | $1,468,114 | $0 | $0 |
| INTERCOMPANY SHARED SERVICES | 561439 | $518,143 | $518,143 | $0 | $0 |
| OTHER HEALTH CARE SERVICES REVENUE | 621999 | $191,932 | $191,932 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,608,518 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,008 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,425 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,290 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,135 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,135 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| CAFETERIA/COFFEE SHOP & VENDING INCOME | 722514 | $124,321 | $0 | $0 | $124,321 |
| PARKING INCOME | 812930 | $120,460 | $0 | $0 | $120,460 |
| MEDICAL RECORDS REQUEST | 561410 | $16,234 | $0 | $0 | $16,234 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $269,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,875,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,608,518 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,326 | ExclusionAmt |
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 | $34,940,738 | TotalAmt |
| Program Services | $33,566,686 | ProgramServicesAmt |
| Management And General | $1,374,052 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,259 | TotalAmt |
| Program Services | $2,559,576 | ProgramServicesAmt |
| Management And General | $109,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,295,124 | TotalAmt |
| Program Services | $6,995,358 | ProgramServicesAmt |
| Management And General | $299,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575,238 | TotalAmt |
| Program Services | $2,469,418 | ProgramServicesAmt |
| Management And General | $105,820 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,393 | TotalAmt |
| Program Services | $85,393 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,732 | TotalAmt |
| Program Services | $226,224 | ProgramServicesAmt |
| Management And General | $152,508 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $9,726,933 | TotalAmt |
| Program Services | $9,687,639 | ProgramServicesAmt |
| Management And General | $39,294 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,295,868 | TotalAmt |
| Program Services | $5,160,646 | ProgramServicesAmt |
| Management And General | $135,222 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,308,261 | TotalAmt |
| Program Services | $1,863,332 | ProgramServicesAmt |
| Management And General | $444,929 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,557,028 | TotalAmt |
| Program Services | $3,174,794 | ProgramServicesAmt |
| Management And General | $1,382,234 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,676 | TotalAmt |
| Program Services | $57,798 | ProgramServicesAmt |
| Management And General | $15,878 | 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 | $22,397 | TotalAmt |
| Program Services | $22,397 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,400 | TotalAmt |
| Program Services | $314,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,703 | TotalAmt |
| Program Services | $1,267,825 | ProgramServicesAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,137,921 | TotalAmt |
| Program Services | $3,991,034 | ProgramServicesAmt |
| Management And General | $146,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $5,839,485 | $5,817,943 | $21,542 | $0 |
| INTERCOMPANY SHARED SERVICES | $4,778,880 | $2,871,813 | $1,907,067 | $0 |
| MEMBERSHIP FEES | $686,964 | $445,476 | $241,488 | $0 |
| BILLING AND COLLECTION | $289,238 | $0 | $289,238 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,115 | TotalAmt |
| Program Services | $338,786 | ProgramServicesAmt |
| Management And General | $1,329 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,585,353 | TotalAmt |
| Program Services | $80,916,538 | ProgramServicesAmt |
| Management And General | $6,668,815 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,052,782 | BOYAmt |
| EOY | $20,384 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,711 | BOYAmt |
| EOY | $1,184,658 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,994,101 | BOYAmt |
| EOY | $6,341,280 | 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 | $974,795 | BOYAmt |
| EOY | $984,300 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,879 | BOYAmt |
| EOY | $320,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,367,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,059,974 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,743,867 | BOYAmt |
| EOY | $9,307,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $17,881,825 | BOYAmt |
| EOY | $23,367,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,245,660 | BOYAmt |
| EOY | $41,527,538 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,208,621 | BOYAmt |
| EOY | $19,451,307 | 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 | $131,434 | BOYAmt |
| EOY | $130,834 | 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 | $31,969,120 | BOYAmt |
| EOY | $41,457,612 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,309,175 | BOYAmt |
| EOY | $61,039,753 | 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 | -$5,063,515 | BOYAmt |
| EOY | -$19,512,215 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,063,515 | BOYAmt |
| EOY | -$19,512,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,245,660 | BOYAmt |
| EOY | $41,527,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,709,988 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$738,712 | OtherChangesInNetAssetsAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $13,838 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $13,838 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1i | FormAndLineReferenceDesc |
| Explanation | THE other activities includes indirect lobbying cost for the organization's pro-rata share of Healthcare Education Project (HEP) Lobbying expenses and a percentage of membership dues paid to the Healthcare Association of New York State for lobbying efforts. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,732,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,923,295 | DepreciationAmt |
| Book Value | $4,809,057 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,589,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,136,679 | DepreciationAmt |
| Book Value | $4,453,147 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,511 | OtherCostOrOtherBasisAmt |
| Book Value | $45,511 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,307,715 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EST INSURANCE CLAIMS RECEIV | $23,361,000 |
| RIGHT OF USE OPER LEASE ASSETS | $6,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,367,782 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| LOANS PAYABLE - PARENT | $6,550,000 |
| DUE TO THIRD PARTY PAYORS | $2,356,332 |
| MALPRACTICE INSURANCE LIABILITIES | $746,850 |
| EST INSURANCE CLAIMS LIABILITIES | $23,361,000 |
| PENSION LIABILITIES | $63,165 |
| RIGHT OF USE OPER LEASE LIAB. | $4,514 |
| DUE TO AFFILIATES | $8,375,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,457,612 | TotalLiabilityAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent100 | Yes (X) | Percent100Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,225,203 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $992,719 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,232,484 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02550 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $41,374,730 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,624,769 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,749,961 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14560 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $44,599,933 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,617,488 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,982,445 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.17110 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $377,313 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $377,313 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00430 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,326,283 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $684,692 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,641,591 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04160 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,511,482 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,732,333 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,779,149 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04310 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,215,078 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,417,025 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,798,053 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08900 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $56,815,011 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $34,034,513 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,780,498 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.26010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $116,573 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $3,043 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $4,440,661 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $5,938,511 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,497,850 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montefiore Mount Vernon Hospital | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 North Seventh Avenue | AddressLine1Txt |
| City | Mount Vernon | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.montefiorehealthsystem.org | WebsiteAddressTxt |
| State License | 5903001H | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montefiore Mount Vernon Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V - Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V - Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 100 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500. | FPGFamilyIncmLmtDscntCarePct |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Other Method | Yes (X) | OtherMethodInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V - Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V - Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V - Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, PART V, SECTION B, LINE 5 | The process for preparing the 2022-2024 Community Health Needs Assessment was an inter-organizational and community collaborative process, initiated with the goal of developing an assessment that was reflective of the needs of the community including the clinical and social determinants of health. The 2022-2024 Community Health Needs Assessment involved a primary data collection strategy in conjunction with the evaluation of secondary data. Community input on health priorities in Westchester County was gathered through two collaborative surveys and evaluated along with secondary data to capture an up-to-date high-level view of the health status of Westchester County. Through the process of the electronic/paper survey supplemented by the telephone survey, data was able to be collected and documented from a broad range of the population allowing an analysis of participation by age, race, ethnicity, and income. Montefiore Mount Vernon, as part of the Montefiore Health System, participated in the Community Health Needs Assessment Survey Collaborative led by the Greater New York Hospital Association (GNYHA). The Community Health Needs Assessment Survey Collaborative included multiple health systems and hospital across New York State that agreed to work with GNYHA to develop and administer an electronic and paper-based survey across service areas with GNYHA assuming responsibility for analyzing and reporting the data collected. The surveys of Westchester County residents took place during the Spring and Summer of 2022. The survey was disseminated through multiple distribution points including our hospitals and clinics, community-based organizations, and government partners. Montefiore Mount Vernon Hospital also participated in the Mid-Hudson Region Community Health Assessment Collaborative with the Westchester County Department of Health and other hospitals and health systems in Westchester County. Local Health Departments and regional hospitals in the mid-Hudson Region partnered in a collaborative to create a regional survey to assess the community health needs and community assets from each county of the Mid-Hudson region working with the Siena College Research Institute in the Spring of 2022 to administer a region-wide telephonic survey and provider focus groups for each county. Survey participants were contracted via landline telephone, cell phone, an online panel and online recruitment from each county at various in-person events and other community partnerships to enhance representation and meet budget constraints. The online recruitment from each county included distributing the survey URL to community partners, promoting the survey on social media, and providing access to the survey at community events. Montefiore plays a leadership role in a variety of critical community and public health efforts, including membership in the Westchester County Department of Health's Hospital Planning Team and Advisory Committee meetings, board membership and strategic partnership with the local Boys and Girls Club and youth Community Outreach Program for youth development activities, and the Montefiore's Infants and Children Program for Westchester and Putnam counties. Participation in these efforts give Montefiore trust-based access to the communities we serve, which we continue to foster by participating in, and presenting at, community sponsored events, Community Board meetings and local conferences. The Hospital has not received any written comments concerning it most recently conducted CHNA and implementation strategies. |
| Schedule H, Part V, Section B, Line 6A | Montefiore Mount Vernon Hospital's CHNA was conducted along with Montefiore New Rochelle Hospital. The reporting data between the two facilities are essentially the same, even though demographically distinct, due to the close proximity of each facility to the other, the high migration of patients between facilities and the sharing of employees. Both organizations are also members of the Montefiore Health System, the premier academic health system and the University Hospital for Albert Einstein College of Medicine, serving the 3.1 million people living in the New York City region and the Hudson Valley. |
| Schedule H, Part V, Section B, Line 7a | The CHNA report is available to the public on Montefiore's website: https://www.montefiore.org/documents/communityservices/MNR-MMV_2022-CHNA-C SP-Report__FINAL.pdf |
| Schedule H, Part V, Section B, Line 10a | The hospital facility's most recently adopted implementation strategy is posted on the website: https://www.montefiore.org/documents/communityservices/MNR-MMV_2022-CHNA-C SP-Report__FINAL.pdf |
| Schedule H, Part V, Section B, Line 11 | Through the process of completing and reviewing data obtained through the primary and secondary sources, engaging with community stakeholders and key partners and a review of resources available within the Medical Center and through its partnerships, an implementation strategy and community service plan was developed to address the significant needs identified. Three priorities were reselected for the 2022-2024 Community Health Assessment and Community Service Plan after considering community feedback, provider input, and the resources available to the Hospital: 1) Prevent Chronic diseases, 2) Promote healthy women, infants, and children, and 3) Prevent communicable Diseases. The COVID -19 pandemic required a shift in priorities and programming for the 2019-2021 selected priorities allowing the hospital to revisit these priorities for the 2022-2024 plan. Montefiore has elected to retain the three priority areas selected from the last reporting cycle. Although Westchester County has continued to be among the top five in many health outcomes and has shown improvements along with the rest of New York State, the rates for conditions identified in the communities of Mount Vernon remains higher in most cases than the countywide and statewide averages. As such, the hospital has chosen priorities areas from the NYS Prevention Agenda that address some of the health disparities highlighted in the secondary data. The first priority area selected was to prevent chronic Disease with a specific focus on preventive Care and Management. The hospital will continue their work on chronic disease prevention and care through continuing implementation of the Diabetes Self-Management Education Program while expanding implementation of a team-based care model involving care coordination from multiple specialties to support patients with diabetes. Our goal is to promote evidence-based care to prevent and manage chronic diseases including asthma, arthritis, cardiovascular disease, diabetes and prediabetes and obesity. The targeted community is mainly low-income individuals that includes a high proportion of Hispanic and non-Hispanic black. The second priority area selected was to promote healthy women, infants, and children with a focus on perinatal and infant health. The hospital will address this need by providing participates of the Mount Vernon W.I.C. Program with needed resources, support, and education to increase initiation and duration of breastfeeding. Our goal is to increase the number of infants that are breastfeed with an objective of increasing the percentage of infants who are exclusively breastfed in the hospital by 10%. The third priority area selected is to prevent communicable disease focusing on vaccine preventable diseases. We plan to support outreach efforts through education and advocacy of the importance of HPV vaccination with parents of children and adolescents age 9-13 and provide vaccinations with the goal of increasing the percentage of NYS 13-year-old adolescents with a complete HPV vaccine series by 10% to 37.4%. The targeted community is mainly low-income individuals including a large Hispanic or non-Hispanic black population. Despite each of the different methods and approaches to primary data collection in gathering community input, there was a consistent focus on obesity and related behaviors and outcomes among the main community health concerns. Obesity and its related behaviors have significant impact in chronic disease; therefore, it is intended that the programs that are detailed specifically for the reduction of obesity will also affect the prevalence of Diabetes, hypertension, asthma, cancer, and cardiovascular disease in Westchester County. Montefiore has a vast portfolio of programs and services that address a majority of the significant community health needs identifies in the community health needs assessment. The breadth and depth of the programs and service vary, but each address a need identifies in the community. While the programs selected for the Community Health needs assessment and implementation strategy does not address all health concerns, there are existing and planned programs across Montefiore Health system that address these community-identified priorities. In addition to the multiple resources that have been developed at Montefiore independently and through partnership with other organizations, there continues to be a need for community-based programs and resources that can augment Montefiore's programs and services. Montefiore continues to engage in cross-sector partnerships with government, community organizations, hospitals, and businesses to address the health and social needs of our patient population. Since the previous version of this report in 2019, Montefiore has continued to expand and has a goal to scale screening and referrals of patients for unmet social needs. This includes use of the internet database platform www.nowpow.com, to connect patients to needed resources, which has been a challenge for the health care sector in the past. This online tool is a much more comprehensive and practical alternative to the homegrown referral guides that many health care providers have had to use, which were difficult to search and keep-up to date, a problem that is largely addressed by the online version. Many Montefiore sites have been introduced to this new online resource and work is underway to integrate this kind of solution more seamlessly into the various workflows across the ambulatory, ED and inpatient setting. The use of an internet database will allow Montefiore to connect patients to important community resources provided outside of the health system by many of our community partners to address community needs such as housing (quality and affordability), transportation, employment, and education. As Montefiore is an organization that works with complex health needs and whose community faces multi-factorial crisis that impact overall health, we at Montefiore more than understand the importance of addressing the social determinants of Health as part of our mission of advancing the health of the communities that we serve. |
| Schedule H, Part V, Section B, Line 13H | Family size is factored into the eligibility criteria for financial assistance. |
| Schedule H, Part V, Section B, Lines 15D & 15E | The Medical Center has internal resources available for assistance with the FAP application process. The organization's FAP provides addresses, locations and phone numbers for offices within Montefiore to assist with completing applications. The financial aid and Medicaid staff at these locations are also certified application counselors that assist with market place and Medicaid applications. |
| Schedule H, Part V, Section B, Lines 16a-16c | The direct website where the FAP is publicized: http://www.montefiorehealthsystem.org/body.cfm?id=70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| MONTEFIORE MT VERNON METHADONE PROGRAM | ||||
| 3 SOUTH SIXTH AVENUE | MOUNT VERNON | NY | 10550 | SUBSTANCE ABUSE EXTENSION CLINIC |
| MONTEFIORE MT VERNON HOSP ACT PROGRAM | ||||
| 3 SOUTH SIXTH AVENUE | MOUNT VERNON | NY | 10550 | MENTAL HEALTH CLINIC |
| Family Health and Wellness Center | ||||
| 12 North Seventh Avenue | Mount Vernon | NY | 10550 | Hospital Outpatient Department |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 1. REQUIRED DESCRIPTIONS: | PART I, LINE 7: THE COST-TO-CHARGE RATIO METHODOLOGY WAS UTILIZED TO CALCULATE THE AMOUNT included IN THE TABLE. THE CALCULATION OF THIS RATIO WAS DERIVED FROM ratio of patient CARE COSTS-TO-CHARGES. In calculating the patient care cost for the ratio, the organization reduced its operating expenses for its non-patient care costs and cost of its community benefits and building activities not relying on the RCC factor for costing purposes. |
| PART III, SECTION A, LINE 2: | THE COST OF BAD DEBT EXPENSE WAS ESTIMATED BASED ON THE CHARGES, APPLIED TO THE RATIO OF TOTAL PATIENT CARE EXPENSES TO TOTAL CHARGES FOR ALL services rendered. ANY PAYMENTS OR DISCOUNTS ARE EXCLUDED FROM BAD DEBT EXPENSE. PART III, SECTION A, LINE 3: THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE (AT COST) ATTRIBUTED TO PATIENTS under THE ORGANIZATION'S CHARITY CARE POLICY WAS BASED ON RESULTS OF predictive ANALYSIS. BAD DEBT SHOULD BE INCLUDED AS A COMMUNITY BENEFIT BECAUSE THE organization provides MUCH NEEDED HEALTH CARE SERVICES INDISCRIMINATELY TO THE COMMUNITY-AT-LARGE WITHOUT REGARD TO WHETHER OR NOT THE PATIENT HAS INSURANCE AND IF THE BILL WILL EVER BE PAID. |
| PART III, SECTION A, LINE 4: | AS REPORTED IN MONTEFIORE HEALTH SYSTEM'S AUDITED CONSOLIDATED FINANCIAL statements, BAD DEBT EXPENSE IS DESCRIBED AS FOLLOWS: "Subsequent changes to the estimate of the transaction price (determined on a portfolio basis when applicable) are generally recorded as adjustments to patient service revenue in the period of the change. For the years ended December 31, 2022 and 2021, changes in the Health System's estimates of expected payments for performance obligations satisfied in prior years were not significant. Portfolio collection estimates are updated based on collection trends. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay (determined on a portfolio basis when applicable) are recorded as bad debt expense. Bad debt expense for the years ended December 31, 2022 and 2021 was not significant". |
| PART III, SECTON B, LINE 8: | The MEDICARE REVENUE AND ALLOWABLE COSTS REPORTED IN PART III, SECTION B, were based on the allowable costs and Medicare reimbursements that were reported in the organization's 2022 Medicare Cost Report reduced for the Medicare subsidized services already reported in Part I, line 7G of Schedule h and direct graduate medical education reported in Part 1, line 7H. The Medicare ALLOWABLE COSTS WERE DERIVED using THE Medicare COST REPORT COST-FINDING METHODOLOGY, WHICH APPORTIONS ROUTINE costs TO MEDICARE USING DAYS and ANCILLARY COSTS TO MEDICARE USING departmental RATIOS OF COSTS TO charges. The following table represents a reconciliation of Medicare revenue and costs included on Lines 5, 6 and 7 in part III to the total actual Medicare revenue and costs of the hospital. REVENUE Allowable SURPLUS COSTS (SHORTFALL) Part 111, LINES 5-7: $4,440,661 $5,938,511 ($1,497,850) ADD: COSTS NOT INCLUDED IN MEDICARE COST REPORT: - 2,019,057 (2,019,057) ADD: MEDICARE DME: 95,165 573,942 (478,777) ADD: MED SUBSID HLTH SERV: 276,057 1,251,890 (975,833) MEDICARE Shortfall: $4,811,883 $9,783,400 ($4,971,517) The Medicare Shortfall from Part III, Line 7 should be included as a community benefit, since the organization is rendering much needed health CARE services mainly to a frail elderly population living on a fixed income with great health needs. |
| PART III, SECTION C, LINE 9B: | FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE, ALL collection activity IS HALTED AND THE PATIENT IS REFERRED FOR FINANCIAL AID. IF AN account IS IN COLLECTION AND THE PATIENT REQUESTS FINANCIAL AID OR IF THE agency DETERMINES THAT THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE ACCOUNT IS REFERRED BACK TO THE HOSPITAL WHERE THE PATIENT IS PROVIDED ASSISTANCE WITH COMPLETING AN APPLICATION FOR ASSISTANCE. The organization uses predictive analysis to assist in charity care determinations in the absence of completed financial aid applications. Financial screening/Presumption Charity uses financial information that is contained in a patient's credit report and other patient specific attributes to estimate a patient's income level and where they are in relation to the Federal Poverty Level to qualify under the Hospital's Charity Care Policy. Presumptive eligibility may also be based on prior FAP eligibility or enrollment in certain specified means-tested public programs to presumptively determine if an individual is FAP eligible. Full Financial aid is also granted to patients with outstanding self-pay bills and current Medicaid coverage and patients who are homeless. Ambulance reports can be a source of reference if it is documented in the report that the patient is undomiciled. |
| 2. NEEDS ASSESSMENT: | In addition to collaborative input from the local Department of Health and clinical partners, Montefiore works closely with its communities including the Mount Vernon Community Advisory Board (MVCAB). Working with a variety of organized partnerships and collaboratives and other providers in lower Westchester as well as extensive work with representatives of the affected communities has helped Montefiore to identify health care needs and determine the appropriate configuration of services. Beyond the formal structures that Montefiore established to gain input from the communities it serves, Montefiore's Office of Community and Population Health participates in a variety of informal organized partnerships and collaboratives, working with other providers in Westchester, the Westchester County Department of Health, community-based organizations and others, using a community level approach that involves relevant community based organizations interested in planning and developing initiatives aimed at improving the health of the residents of Westchester County. |
| 3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: | ALL INTAKE, REGISTRATION, AND COLLECTION AGENCY STAFF IS TRAINED ON THE HOSPITAL'S FINANCIAL AID POLICY AND HOW TO PROVIDE PATIENTS WITH ASSISTANCE. MONTEFIORE MOUNT VERNON HOSPITAL HAS A POLICY THAT ESTABLISHES GUIDELINES FOR THE BILLING OFFICE TO FOLLOW WHEN WORKING WITH INDIVIDUALS WHO ARE HAVING DIFFICULTY PAYING THEIR MEDICAL BILLS. A REFERRAL IS MADE TO THE HOSPITAL'S FINANCIAL AID OFFICE AND A FINANCIAL COUNSELOR WILL HELP THE PATIENT APPLY FOR FREE OR LOW-COST INSURANCE. IF THE FINANCIAL COUNSELOR DETERMINES THAT THE PATIENT DOES NOT QUALIFY FOR LOW-COST INSURANCE, THE COUNSELOR WILL HELP THE PATIENT APPLY FOR A FINANCIAL AID DISCOUNT BASED ON INCOME LEVEL. THE HOSPITAL MAKES ITS FINANCIAL AID POLICY KNOWN TO THE PUBLIC BY PROVIDING WRITTEN INFORMATION AVAILABLE IN ENGLISH, SPANISH, Arabic, Haitian-CREOLE, ITALIAN AND PORTUGUESE INCLUDING BROCHURES AT ALL PATIENT SERVICE AREAS, INFORMATION POSTED ON THE INTRANET AND INTERNET, AND INFORMATION SENT OUT ON PATIENTS' BILLS. THERE ARE ALSO SIGNS POSTED AT ENTRANCEWAYS, IN THE emergency DEPARMENT, ADMITTING OFFICE, BILLING AND MEDCAID OFFICES AND OTHER REGISTRATION AND WAITING AREAS ADVISING PATIENTS OF THE AVAILABILITY OF FINANCIAL AID. |
| 4. COMMUNITY INFORMATION: | The lower Westchester facilities of Montefiore Mount Vernon Hospital has identified Westchester County as their primary service area. Montefiore is the largest health service provider in Mount Vernon providing critical services including community-based primary care and specialty ambulatory services. Mount Vernon is the third most populous city in Westchester County. The city is 4.4 square miles and is one of the most densely populated cities in New York State. According to the 2021 American Community Survey, Mount Vernon has 73,893 residents and has experienced 7.6% population growth from 2017 to 2020. The city has the highest proportion of non-Hispanic black residents in Westchester County at 62% (compared to 14.0% countywide). More than one-third (37.9%) of its residents are foreign-born. Additionally, it is the seat of Westchester County's homeless services and senior services programs, housing a disproportionate number of lower-income residents. Mount Vernon is located just north of the Bronx and bordered by Pelham, Bronxville, Eastchester, and Yonkers. Mount Vernon is among the most ethnically diverse communities in Westchester County. Its population is 60.4% non-Hispanic black, 12.2% non-Hispanic white, 18.9% Hispanic, 1.8% non-Hispanic Asian and 6.7% non-Hispanic other. There are about 26,465 households in Mount Vernon, of which slightly more than one-quarter (26.3%) are families with children. Of the family households with children, over two-thirds (67.27%) are singled-headed households. The city has one of the highest percentages of residents living below poverty in Westchester County. About 13.5% of the population lives below the poverty level as compared to 9.4% countywide. The median household income is $78,562, lower than the median household income of $110,705 for Westchester County, and higher than the median household income for New York State ($74,314). While Westchester County remains among the healthiest counties in New York State, several of its individual municipalities continue to have significant health gaps. Portions of lower Westchester, specifically Mount Vernon, Yonkers, New Rochelle, and White Plains are hot spots for various health outcomes, such as asthma and preterm births in the County. Additionally, certain groups, such as some racial/ethnic minorities or those with less education, experience poorer health outcomes. The City of Mount Vernon has been deemed to have a geography that meets the criteria as a medically underserved area, with respect to its access to primary care services. This categorization is based on an index value that includes the infant mortality rate, the poverty rate, the percentage of elderly population and the primary care physician to population ratio. |
| 5. PROMOTION OF COMMUNITY HEALTH: | MONTEFIORE HEALTH SYSTEM, INC. IS A LEADER IN COMMUNITY HEALTH AND HAS A LONG HISTORY OF DEVELOPING INNOVATIVE APPROACHES TO CARE AND CREATING programs TO BEST SERVE THE CHANGING NEEDS OF ITS COMMUNITY. MONTEFIORE's Office of COMMUNITY & Population Health has a dedicated community educator who SPEARHEADS initiatives in the city of Mt Vernon. These events are focused on a variety of issues, ranging from chronic disease management and prevention, cancer screenings and promotion of healthy food consumption. Events range from farmers market walks, workshops in the community, walkathons, health fair and community-based health screens. The Mount Vernon Facility has focused its engagement across multiple health indicators; diabetes, breast, cervical and colorectal cancers while addressing cardiovascular disease in the older adult population. To increase screening rates for cardiovascular disease the team coordinates screening services and educational workshops to older adults at frequently occurring points of congregation, including senior centers and naturally occurring retirement communities. These workshops provide a gateway to engage the community in health programming that ensures that our work is targeted towards high needs/high impact activities. |
| 6. AFFILIATED HEALTH CARE SYSTEM: | MONTEFIORE MOUNT VERNON HOSPITAL IS AN AFFILIATE OF MONTEFIORE HEALTH System, Inc. The Health System is a leader in community and population health and has a long history of developing innovative approaches to care and tailoring programs to best serve the changing needs of its community. These include, but are not limited to the following: Community Service Plan, Community Service Strategy, Accountable Care Organization, Patient-centered medical home, disease management programs and community outreach. The integration of these innovative approaches supports Montefiore well in its provision of service to the community. |
| 7. STATE FILING OF COMMUNITY BENEFIT REPORT: | MONTEFIORE MOUNT VERNON HOSPITAL FILES A COMMUNITY SERVICE PLAN WITH THE STATE OF NEW YORK. |
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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 & CEO | $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 | ||||||||||||||
| Assistant Secretary | $0 | $954,591 | $0 | $310,000 | $0 | $592,742 | $0 | $17,000 | $0 | $24,124 | $0 | $1,898,457 | $0 | $0 |
| FRANCIS AGBONKPOLO MD | ||||||||||||||
| Chair-Anesthesia | $525,193 | $0 | $0 | $0 | $3,048 | $0 | $6,800 | $0 | $22,771 | $0 | $557,812 | $0 | $0 | $0 |
| SUSAN GREEN-LORENZEN RN | ||||||||||||||
| System SENIOR VP-OPERATIONS | $0 | $1,158,456 | $0 | $475,900 | $0 | $893,983 | $0 | $17,000 | $0 | $30,025 | $0 | $2,575,364 | $0 | $0 |
| COLLEEN BLYE | ||||||||||||||
| EXEC VP & CFO | $0 | $1,644,082 | $0 | $1,081,500 | $0 | $812,048 | $0 | $17,000 | $0 | $12,968 | $0 | $3,567,598 | $0 | $0 |
| Jaccel Kouns | ||||||||||||||
| VP & Exc Director MMV | $0 | $325,680 | $0 | $75,000 | $0 | $1,032 | $0 | $17,000 | $0 | $31,227 | $0 | $449,939 | $0 | $0 |
| Sanford Taffet MD | ||||||||||||||
| Physician | $309,585 | $0 | $0 | $0 | $2,843 | $0 | $6,800 | $0 | $28,483 | $0 | $347,711 | $0 | $0 | $0 |
| Nadeem Hussain MD | ||||||||||||||
| Per Diem Psychiatrist | $459,218 | $0 | $0 | $0 | $541 | $0 | $6,727 | $0 | $22,291 | $0 | $488,777 | $0 | $0 | $0 |
| Gary Ishkanian MD | ||||||||||||||
| Medical Director | $279,027 | $0 | $25,000 | $0 | $1,220 | $0 | $6,800 | $0 | $33,089 | $0 | $345,136 | $0 | $0 | $0 |
| Aaron Roth MD | ||||||||||||||
| Chair-Dept. of Surgery | $306,576 | $0 | $14,628 | $0 | $320 | $0 | $4,480 | $0 | $234 | $0 | $326,238 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Lines 3, 4B & Part II - Columns (b)(I), (II)& (III) | FormAndLineReferenceDesc |
| Explanation | As it relates to Compensation from Montefiore Medicine Academic Health System, Inc. and Montefiore Health System, Inc. for all officers and key employees: 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. Other reportable compensation in column B(III) includes distributions from the supplemental executive retirement plan. 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 organization. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONs based on multiple years of service and paid out in 2022 as taxable income: Susan Green-Lorenzen, R.N. - $871,397; Philip O. Ozuah, M.D., PH.D. - $632,224; Christopher Panczner - $558,708; Colleen Blye - $810,464. The Health System also funds a second defined contribution SERP plan. An officer of the organization currently participates in this plan. Contributions are at a fixed percentage of base salary or total cash compensation (base salary plus annual incentive award). A notional balance is developed for each participant that is the total of contributions less distributions (interest is not accrued). On January 1 following the third, sixth and ninth anniversaries of each participant's participation date, 50% of the remaining SERP account becomes vested and is paid out if the participant is employed on that date. On January 1 following the twelfth anniversary of each participant's participation date, the remainder of the SERP account becomes fully vested and is paid out. If a participant reaches age 65 before their twelfth anniversary of their participation date, their SERP account balance will become fully vested on the later of the first of the month following their 65th birthday or the third anniversary of their participation date. SERP account balances will also become fully vested upon the earliest of death or disability while employed by Montefiore, involuntary termination without cause or if Montefiore chooses to terminate the plan. During 2022, there were no distributions from the plan for the participating officer. 2022 Unvested contributions made to the plan for Philip O. Ozuah, M.D., Ph.D. were not reported as deferred compensation in column (C), since the accrual will be paid out prior to two and a half months after year end. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6: | MONTEFIORE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF MONTEFIORE MOUNT VERNON HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF MONTEFIORE MOUNT VERNON HOSPITAL, HAS THE AUTHORITY TO APPOINT THE BOARD OF TRUSTEES OF MONTEFIORE MOUNT VERNON HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7B: | THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF MONTEFIORE MOUNT VERNON HOSPITAL, HAS THE AUTHORITY TO APPROVE THE OPERATING AND CAPITAL BUDGETS OF MONTEFIORE MOUNT VERNON HOSPITAL. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE FORM 990 WAS PREPARED BY MONTEFIORE HEALTH SYSTEM'S FINANCE DEPARTMENT WITH THE ASSISTANCE OF VARIOUS DEPARTMENTS. THE FORM 990 WAS reviewed AND APPROVED BY THE VICE PRESIDENT FINANCE - FINANCIAL REPORTING AND THE HOSPITAL'S SENIOR LEADERSHIP TEAM INCLUDING THE CHIEF FINANCIAL OFFICER. IN ADDITION, AN INDEPENDENT ACCOUNTING FIRM WAS ENGAGED TO REVIEW THE FORM 990. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF the governing BODY before being filed. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ORGANIZATION COMPLIANCE POLICY MONITORING AND ENFORCEMENT: The organization regularly and consistently monitors and enforces compliance with the disclosure policy by means of a survey developed by counsel and approved by the Montefiore Legal and Compliance Committees of the Board of Trustees. The survey is sent to all trustees, officers and key employees for completion. All survey responses are reviewed by the Compliance Officer. Any potential conflicts identified in the responses are discussed with senior management and/or the Legal and Compliance Committees of the Board of Trustees. Potential actions to be taken in response to a conflict is one or more of the following: 1)disclosure of conflict; 2)individual recusal from decisions for transactions where that individual may have a conflict; 3)request the individual to alleviate the conflict; OR 4)removal of the individual from the board of trustees. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B: | All officers and key employees are employed and paid by either Montefiore Medicine Academic Health System, Inc. or Montefiore Health System, Inc., the parent Companies of Montefiore Health System, Inc. and Montefiore Mount Vernon Hospital, respectively. Montefiore Health System, Inc. is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best corporate governance. The Board of Trustees has charged the Compensation Committee of the Board (which is comprised of independent Board members with no conflicts of interest in regards to executive compensation) with making all decisions related to compensation for officers and certain key employees. All decisions made by the Compensation Committee are appropriately and timely documented in meeting minutes. The compensation committee's review process follows the Intermediate Sanctions guidelines for qualifying for the rebuttable presumption of reasonableness. The Committee retains an independent compensation consultant to assist it with this process. Compensation levels are established considering data for comparable organizations, an assessment of management performance (including the services provided to the community), and other business judgment factors, consistent with Montefiore's executive compensation philosophy. The Committee's decisions are made in the best interest of Montefiore, and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit healthcare organizations of comparable scope, mission and complexity. On an annual basis, the Committee provides the full Board of Trustees with a description of the committee's review and approval process and its decisions. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE CONFLICTS OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE available upon REQUEST. |
| FORM 990, PART XI, LINE 9 | The other decrease in net assets of $738,712 was due to a $767,450 transfer to an affiliate for system's conversion and business transformation costs partially offset by a $28,738 reduction in liabilities of the organization's defined benefit pension and postretirement plans to be recognized in future periods. |
| FROM 990, PAGE 1, BOX J WEBSITE: | HTTP://MONTEFIOREHEALTHSYSTEM.ORG/MOUNTVERNON |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:4894799 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTUAL PERS-MEDICAL TOTAL FEES:1828333 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTUAL PERS-NURSES TOTAL FEES:2296399 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTUAL PERS-OTHER TOTAL FEES:30775 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ADVERT. & RECRUITMENT TOTAL FEES:21445 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:EMPLOYMENT AGENCY FEES TOTAL FEES:52756 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:194318 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONTRACTING FEES TOTAL FEES:404758 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MISCELLANEOUS TOTAL FEES:3350 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MMC Corporation | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133430322 | Real Estate | NY | 501(C)(3) | 12A TYPE I | MMC | Yes (true) |
| Montefiore Medical Center | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 131740114 | acad med ctr | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| Montefiore Hosp Housing Sect II Inc | ||||||||||
| 3450 Wayne Avenue | Bronx | NY | 10467 | 237160641 | Staff Housing | NY | 501(C)(2) | MMC | Yes (true) | |
| Mosholu Preservation Corporation | ||||||||||
| 3400 Reservoir Oval East | Bronx | NY | 10467 | 133109387 | Community Ser | NY | 501(C)(3) | 12A TYPE I | MMC | Yes (true) |
| Montefiore Health System Inc | ||||||||||
| 555 SOUTH BROADWAY BLDG A FL 1 | TARRYTOWN | NY | 10591 | 201615393 | PARENT | NY | 501(C)(3) | 12B Type II | MMAHS | Yes (true) |
| MMC Residential Corp I Inc | ||||||||||
| 3411 Wayne Avenue | Bronx | NY | 10467 | 911943271 | Staff Housing | NY | 501(C)(2) | MMC | 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 New Rochelle Hospital | ||||||||||
| 16 Guion Place | New Rochelle | NY | 10801 | 462931956 | Hospital | NY | 501(C)(3) | 3 | MHS | 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) |
| MONTEFIORE FOUNDATION INC | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 471600439 | Inactive | NY | 501(C)(3) | 7 | MMAHS | Yes (true) |
| White Plains Hospital Medical Center | ||||||||||
| 41 East Post Road Davis Ave | White 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 CERC Operations Inc | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 474853506 | REHAB CENTER | NY | 501(c)(3) | 3 | MMC | 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 | SOCIAL WELFAR | NY | 501(C)(4) | MHS | Yes (true) | |
| MNH GARAGECO INC | ||||||||||
| 160 NORTH MIDLAND AVE | NYACK | NY | 10960 | 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 HOLDINGS 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 PROVR 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 Serv PC | |||||||||
| 41 East Post Road | White Plains | NY | 10601 | 453164626 | Healthcare Serv. | NY | NA | C CORP | Yes (true) |
| Cancer and Blood Medical Serv 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) | |||||||||
| Char 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) |
| EAST POST ROAD PHYSICIAN SERVICES PC | |||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830563325 | INACTIVE | 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) |
| 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 | 106014607 | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE WINIFRED MASTERSON BURKE REHAB HOSPITAL | ||
| M | $85,393 | COST |
| Montefiore Health System Inc | ||
| M | $1,579,988 | COST |
| Montefiore NEW ROCHELLE HOSPITAL | ||
| M | $1,633,170 | COST |
| Montefiore Medical Center | ||
| M | $2,698,267 | cost |
| Montefiore Medical Center | ||
| P | $220,503 | Cost |
| Montefiore New Rochelle Hospital | ||
| J | $1,468,114 | Cost |
| Montefiore New Rochelle Hospital | ||
| L | $518,143 | Cost |
| Montefiore Medicine Academic Health System | ||
| M | $361,771 | Cost |
| THE MONTEFIORE IPA INC | ||
| L | $607,033 | LOWER OF MARKET |
| MONTEFIORE HEALTH SYSTEM INC | ||
| R | $767,450 | COST |
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