2020-11-05T09:26:58-06:00 2019-12-31 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2019-01-01 223357053 MONMOUTH MEDICAL CENTER-FACULTY PRACTICE PLAN % CATHERINE DOWDY CPA MONM 9733224032 100 STATE HIGHWAY 36 WEST LONG BRANCH NJ 07764 CATHERINE A DOWDY SVP FINANCE 7329238929 2020-11-05 true Scott J Mariani P00642486 9738989494 65.124.179.67 22006220203105000042 2020-11-05 P 0859958D9CB48A77DC2713DE15BB89E023B6E9A5 37E8050833CFAADA9214AD63907D3FD2C74FA6F2 2019 2021-01-29 14:40:06Z THOMAS HELEOTIS MD 100 STATE HIGHWAY 36 WEST LONG BRANCH NJ 07764 4334811 false X WWW.rwjbh.ORG X 1995 NJ PHYSICIAN SERVICES IN CONJUNCTION WITH MONMOUTH MEDICAL CENTER'S MEDICAL EDUCATION AND TEACHING PROGRAM; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. 40 36 115 0 0 0 0 0 3435501 4334811 0 0 0 0 3435501 4334811 0 0 0 0 2949788 3122944 0 0 0 10546237 10966344 13496025 14089288 -10060524 -9754477 932044 1231207 142758674 152843937 -141826630 -151612730 X PHYSICIAN SERVICES IN CONJUNCTION WITH MONMOUTH MEDICAL CENTER'S MEDICAL EDUCATION AND TEACHING PROGRAM. MONMOUTH MEDICAL CENTER, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. false false 12680359 0 4334811 THE ORGANIZATION PROVIDES PHYSICIAN SERVICES IN CONJUNCTION WITH MONMOUTH MEDICAL CENTER'S MEDICAL EDUCATION TEACHING PROGRAM. MONMOUTH MEDICAL CENTER, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. 12680359 true false false false false false false false false false true false true false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 30 0 true 115 true false false false false false false false false false false false false X 40 36 true false false false true true true true true false false true true true true true true true true false NJ X CATHERINE DOWDY CPA 7329238929 2 CRESCENT PLACE OCEANPORT NJ 07757 X FRANK J VOZOS MD EXECUTIVE VICE PRESIDENT 55.0 0.0 X 0 1161220 235276 THOMAS HELEOTIS MD PRESIDENT 55.0 0.0 X 0 578735 122358 IAN T COHEN MD CHAIRMAN 55.0 0.0 X 619234 0 36976 ROBERT GRAEBE MD CHAIRMAN 55.0 0.0 X 551551 0 42067 ROBERT A MASSARO MD PHYSICIAN 55.0 0.0 X 472575 0 49881 CYNTHIA A BARONE MD PHYSICIAN 55.0 0.0 X 460434 0 42395 ILONA H HERTZ MD PHYSICIAN 55.0 0.0 X 327975 0 0 JEFFREY C LEDERMAN D TRUSTEE; EX-OFFICIO 25.0 0.0 X 20577 48462 0 ROBERT P HERRMANN CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 RAYMOND F SHEA JR VICE CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 ANN UNTERBERG VICE CHAIR - TRUSTEE 1.0 0.0 X X 0 0 0 FRANK CIESLA ESQ SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 ANTHONY P TERRACCIANO TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 JAMES G AARON ESQ TRUSTEE 1.0 0.0 X 0 0 0 ANNE EVANS-ESTABROOK TRUSTEE 1.0 0.0 X 0 0 0 VICTOR FERLISE ESQ TRUSTEE 1.0 0.0 X 0 0 0 SEAN GERTNER TRUSTEE 1.0 0.0 X 0 0 0 BENJAMIN R HARVEY III TRUSTEE 1.0 0.0 X 0 0 0 JOHN W HEAVEY TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA HOWARD TRUSTEE 1.0 0.0 X 0 0 0 CLAIR M KNOPF TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 0 0 HEYWOOD H KNOPF TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL KOKES TRUSTEE 1.0 0.0 X 0 0 0 RABBI AARON KOTLER TRUSTEE 1.0 0.0 X 0 0 0 BRUCE KRAMER TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH F LAGROTTERIA TRUSTEE 1.0 0.0 X 0 0 0 GEORGE LAUFENBERG TRUSTEE 1.0 0.0 X 0 0 0 JUDGE LAWRENCE LAWSON TRUSTEE 1.0 0.0 X 0 0 0 JAMES R MAIDA TRUSTEE 1.0 0.0 X 0 0 0 GERALD C MARRONE TRUSTEE 1.0 0.0 X 0 0 0 ANDREW J MELNICK TRUSTEE 1.0 0.0 X 0 0 0 VALERIE MONTECALVO TRUSTEE 1.0 0.0 X 0 0 0 MARY ANNE NAGY TRUSTEE 1.0 0.0 X 0 0 0 VITO R NARDELLI ESQ TRUSTEE 1.0 0.0 X 0 0 0 ROBERT PATTON TRUSTEE 1.0 0.0 X 0 0 0 ADAM PFEFFER ESQ TRUSTEE 1.0 0.0 X 0 0 0 RONALD RICCIO ESQ TRUSTEE 1.0 0.0 X 0 0 0 LOUIS A RODRIGUEZ P TRUSTEE 1.0 0.0 X 0 0 0 ANDREW SAFRAN TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA SENSI TRUSTEE 1.0 0.0 X 0 0 0 DARSIT SHAH MD TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 0 0 KAREN M SICILIANO TRUSTEE 1.0 0.0 X 0 0 0 DAVID SICKEL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SICKEL TRUSTEE 1.0 0.0 X 0 0 0 MARTA SILVERBERG TRUSTEE 1.0 0.0 X 0 0 0 ANDREW SUN MD TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 0 0 BETTE UHRMACHER ESQ TRUSTEE 1.0 0.0 X 0 0 0 GEORGE CONWAY TRUSTEE (TERMED 6/1/19) 1.0 0.0 X 0 0 0 ALAN E DAVIS ESQ TRUSTEE (TERMED 6/1/19) 1.0 0.0 X 0 0 0 2452346 1788417 528953 38 false true false LOCUMTENENSCOM 2655 NORTHWINDS PARKWAY ALPHARETTA GA 30009 STAFFING 227467 INSTITUTE OF NEUROLOGY NEUROSURGE 200 SOUTH ORANGE AVENUE SUITE 101 LIVINGSTON NJ 07039 RESEARCH 155000 2 0 PHYSICIAN BILLINGS AND OTHER HEALTHCARE RELATED REVENUE 541900 4334811 4334811 4334811 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4334811 4334811 0 0 0 0 20577 18519 2058 0 1881179 1693061 188118 387752 348977 38775 152487 137238 15249 680949 612854 68095 0 0 0 0 0 0 257006 231305 25701 0 12037 10833 1204 0 0 0 5673 5106 567 0 3128 2815 313 0 0 0 84320 75888 8432 PHYSICIAN SALARIES & FEES 10512336 9461103 1051233 0 DUES AND SUBSCRIPTIONS 35266 31739 3527 0 OTHER EXPENSES 56578 50921 5657 0 14089288 12680359 1408929 0 X 13405 90634 0 0 0 0 385983 385983 0 0 0 0 0 0 0 12 23677 19778 34457 0 34457 0 0 0 0 508141 700343 0 0 838 0 932044 1231207 1194126 1289216 0 0 0 0 0 0 0 0 0 0 0 0 0 0 141564548 151554721 142758674 152843937 X -141826630 -151612730 0 0 -141826630 -151612730 932044 1231207 X -9754477 -31623 X X false true X true false X X X 1 MONMOUTH MEDICAL CENTER 223452412 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 34457 34457 34457 BOARD DESIGNATED INVESTMENTS 700343 F 700343 0 DUE TO AFFILIATES 150819921 OTHER LIABILITIES 734800 151554721 X SCHEDULE D, PART X THE ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH ("RWJBH"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. RWJBH ISSUES AUDITED CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THIS ORGANIZATION. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS FOR THE RWJBH HOSPITALS AND CERTAIN OTHER RWJBH AFFILIATES. THE FOOTNOTE BELOW IS FROM RWJBH'S 2019 AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND REPORTS RWJBH'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): THE CORPORATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019 AND 2018. X X X X X false true false false false false false true false FRANK J VOZOS MD FACS EXECUTIVE VICE PRESIDENT 0 634445 0 320718 0 206057 0 216497 0 18779 0 1396496 0 179400 THOMAS HELEOTIS MD PRESIDENT 0 413073 0 73950 0 91712 0 93202 0 29156 0 701093 0 75703 IAN T COHEN MD CHAIRMAN 614913 0 0 0 4321 0 15400 0 21576 0 656210 0 0 0 ROBERT GRAEBE MD CHAIRMAN 544714 0 0 0 6837 0 23800 0 18267 0 593618 0 0 0 ROBERT A MASSARO MD PHYSICIAN 469011 0 0 0 3564 0 23800 0 26081 0 522456 0 0 0 CYNTHIA A BARONE MD PHYSICIAN 458112 0 0 0 2322 0 15400 0 26995 0 502829 0 0 0 ILONA H HERTZ MD PHYSICIAN 327975 0 0 0 0 0 0 0 0 0 327975 0 0 0 SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTINGS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: FRANK J. VOZOS, M.D., FACS, $179,400 AND THOMAS HELEOTIS, M.D., $75,703. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: FRANK J. VOZOS, M.D., FACS, $192,697 AND THOMAS HELEOTIS, M.D., $74,843. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2019 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) BECAUSE THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: FRANK J. VOZOS, M.D., FACS, $179,400 AND THOMAS HELEOTIS, M.D., $75,703. CORE FORM, PART VI SECTION A; QUESTION 2 DAVID SICKEL AND RAYMOND F. SHEA, JR., ESQ. - BUSINESS RELATIONSHIP. DAVID SICKEL AND ROBERT SICKEL - BUSINESS RELATIONSHIP AND FAMILY RELATIONSHIP. CLAIRE M. KNOPF AND HEYWOOD H. KNOPF - FAMILY RELATIONSHIP. ADAM PFEFFER, ESQ. AND RAYMOND F. SHEA, JR., ESQ. - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MONMOUTH MEDICAL CENTER ("MMC") IS THE SOLE MEMBER OF THIS ORGANIZATION. RWJ BARNABAS HEALTH, INC. ("RWJ BH") IS THE SOLE MEMBER OF MMC. RWJ BH HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). RWJ BARNABAS HEALTH, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE RWJ BARNABAS HEALTH, INC. AUDIT COMMITTEE ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS FOR ALL TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS, THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND SYSTEM INDIVIDUALS INCLUDING EXECUTIVE VICE PRESIDENT/GENERAL COUNSEL, EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF SYSTEM INTERNAL AUDIT AND VARIOUS OTHER INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH IT REGULARLY MONITORS AND ENFORCES COMPLIANCE. THIS CONFLICT OF INTEREST POLICY REQUIRES THAT A CONFLICT OF INTEREST FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY. IN A SITUATION IN WHICH A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT IS REFERRED TO THE SYSTEM'S CORPORATE NOMINATING AND GOVERNANCE COMMITTEE WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD OR ON CERTAIN ISSUES WHICH MAY COME BEFORE THE BOARD. AS APPROPRIATE THE COMMITTEE WILL TAKE ACTION TO ADDRESS THE CONFLICT. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES RWJ BARNABAS HEALTH, INC. ("RWJ BH"); A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. RWJ BH'S BOARD OF TRUSTEES MAINTAINS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF RWJ BH'S SENIOR MANAGEMENT. THE COMMITTEE ALSO REVIEWS THE COMPENSATION AND BENEFITS OF OTHER OFFICERS AND KEY EMPLOYEES OF RWJBARNABAS HEALTH; INCLUDING, WITHOUT LIMITATION, THE CHIEF EXECUTIVE OFFICERS OF THE RWJBARNABAS HEALTH HOSPITALS AND MEDICAL CENTERS. THE COMMITTEE, WHICH IS REQUIRED BY THE CORPORATION'S BYLAWS TO BE COMPRISED SOLELY OF INDEPENDENT TRUSTEES, SEEKS GUIDANCE AND SUBSTANTIATION FROM A NATIONALLY RECOGNIZED COMPENSATION CONSULTANT. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEW OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THIS STUDY USED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING, BUT NOT LIMITED TO, SIMILARLY SIZED HEALTHCARE SYSTEMS AND HOSPITALS, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMMITTEE ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS APPLIES TO CERTAIN RWJ BH SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990, WHERE APPLICABLE, ARE REVIEWED ANNUALLY BY THE RWJBARNABAS HEALTH PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. FRANK J. VOZOS, M.D., FACS is listed as aN OFFICER on this form 990. FRANK J. VOZOS, M.D., FACS is not involved with this organization in any other capacity; he provides no services to or for this organization and is not involved in the management of this organization. He is employed by a related organization and works full time AS THE Chief Executive Officer OF MONMOUTH MEDICAL CENTER - SOUTHERN CAMPUS. Accordingly his common law employer/employee relationship is with MONMOUTH MEDICAL CENTER (EIN: 22-3452412). MONMOUTH MEDICAL CENTER filed a 2019 Form 4720 which included a remittance of excise tax related to his compensation in excess of $1M. CORE FORM, PART VII, SECTION A, COLUMN B THIS ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF RWJBARNABAS HEALTH; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDES: - PENSION ADMINISTRATION COSTS - ($31,623). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM'S TAX-EXEMPT PARENT ENTITY IS RWJ BARNABAS HEALTH, INC. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF RWJ BARNABAS HEALTH, INC. AND ALL AFFILIATES WITHIN THE SYSTEM FOR THE YEARS ENDED DECEMBER 31, 2019 AND DECEMBER 31, 2018; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS FOR THE RWJBARNABAS HEALTH HOSPITALS AND CERTAIN OTHER AFFILIATES. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE RWJ BARNABAS HEALTH, INC. AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. DEPARTMENTAL EIN LISTING Please note that NBI Children's Hospital, a division of Newark Beth Israel Medical Center which is a related Internal Revenue Code Section 501(c)(3) tax-exempt organization, also utilizes this organization's federal employer identification number for billing and record keeping purposes. BARNABAS BAYONNE DEV URBAN RENEWAL CORP 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 352219655 STAFFING SVCS NJ 501(C)(3) 509(a)(3) SBRDC false BARNABAS HEALTH MEDICAL GROUP PC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223316007 HEALTH SVCS. NJ 501(C)(3) 509(a)(2) RWJ BH false BARNABAS HEALTH INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222405279 HEALTH SVCS. NJ 501(C)(3) 509(a)(3) RWJ BH false CENTER STATE HEALTH GROUP INC 2 CRESCENT PLACE OCEANPORT NJ 07757 222939956 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) RWJ BH false CENTRAL JERSEY BEHAVIORAL HEALTH ASSOC 1691 ROUTE 9 TOMS RIVER NJ 08754 223343959 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) SBBH false CHILDRENS SPECIALIZED HOSPITAL 150 NEW PROVIDENCE ROAD MOUNTAINSIDE NJ 07092 221487148 PED. CARE NJ 501(C)(3) HOSPITAL RWJ BH false CLARA MAASS FOUNDATION ONE CLARA MAASS DRIVE BELLEVILLE NJ 07109 222132516 FUNDRAISING NJ 501(C)(3) 509(a)(1) RWJ BH false CLARA MAASS MEDICAL CENTER ONE CLARA MAASS DRIVE BELLEVILLE NJ 07109 221500556 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false COMMUNITY MEDICAL CENTER 99 HIGHWAY 37 WEST TOMS RIVER NJ 08755 223452306 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false COMMUNITY MEDICAL CENTER FOUNDATION 99 HIGHWAY 37 WEST TOMS RIVER NJ 08755 222597592 FUNDRAISING NJ 501(C)(3) 509(a)(1) RWJ BH false GREENVILLE HOSPITAL 355 GRAND STREET JERSEY CITY NJ 07302 220963805 INACTIVE NJ 501(c)(3) HOSPITAL RWJ BH false IRVINGTON HOSPITAL FOUNDATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 237025428 INACTIVE NJ 501(C)(3) 509(a)(3) RWJ BH false JERSEY CITY MEDICAL CENTER 355 GRAND STREET JERSEY CITY NJ 07302 222783298 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false LAKEVIEW CHILD CARE CENTER INC ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 222627639 CHILD CARE NJ 501(C)(3) 509(A)(2) RWJ BH false LIBERTY RIVERSIDE HEALTHCARE 355 GRAND STREET JERSEY CITY NJ 07302 223284894 INACTIVE NJ 501(C)(3) HOSPITAL RWJ BH false MEGA CARE INC 2 CRESCENT PLACE OCEANPORT NJ 07757 222578561 HEALTH SVCS. NJ 501(C)(3) 509(a)(3) CSHG false MONMOUTH MED CNTR - SOUTHERN CAMPUS FDN 600 RIVER AVE ANNEX BLDG E LAKEWOOD NJ 08701 222630076 FUNDRAISING NJ 501(C)(3) 509(a)(1) RWJ BH false MONMOUTH MEDICAL CENTER 300 SECOND AVENUE LONG BRANCH NJ 07740 223452412 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false MONMOUTH MEDICAL CENTER FOUNDATION 300 SECOND AVENUE LONG BRANCH NJ 07740 222456079 FUNDRAISING NJ 501(C)(3) 509(a)(1) RWJ BH false NEW BRUNSWICK AFFILIATED HOSPITALS INC ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 221946837 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) RWJ BH false NEW MARGARET HAGUE CTR WOMENS JCM OBGYN 355 GRAND STREET JERSEY CITY NJ 07302 223363012 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) JCMC false NEWARK BETH ISRAEL MEDICAL CENTER 201 LYONS AVENUE NEWARK NJ 07112 223452311 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false OPPORTUNITY PROJECT INC 60 E WILLOW STREET MILLBURN NJ 07041 223242203 HEALTH SVCS. NJ 501(C)(3) 509(A)(1) CSH false ROBERT WOOD JOHNSON VISITING NURSES INC 972 SHOPPES BOULEVARD NORTH BRUNSWICK NJ 08902 263659270 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) NA false RWJBH MEDICAL GROUP PC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 842840311 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) RWJ BH false RWJ BARNABAS HEALTH INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 810682747 INACTIVE NJ 501(C)(3) 509(A)(3) NA false RWJ HEALTH NETWORK INC ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 223420314 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) RWJ BH false RWJ UNIVERSITY HOSPITAL ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08903 221487243 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false RWJ UNIV HOSP AT HAMILTON FDN INC ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 222552329 FUNDRAISING NJ 501(C)(3) 509(A)(1) RWJ BH false RWJ UNIV HOSPITAL AT HAMILTON ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 210634572 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false RWJ UNIV HOSPITAL FOUNDATION INC 10 PLUM STREET NO 910 NEW BRUNSWICK NJ 08901 222378007 FUNDRAISING NJ 501(C)(3) 509(A)(1) RWJ BH false RWJ UNIVERSITY HOSPITAL RAHWAY 865 STONE STREET RAHWAY NJ 07065 221487305 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false SAINT BARNABAS BEHAVIORAL HEALTH CENTER 1691 ROUTE 9 TOMS RIVER NJ 08754 222977312 HEALTH SVCS. NJ 501(C)(3) HOSPITAL CSHG false SAINT BARNABAS HEALTH CARE SYSTEM FDN 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223769036 FUNDRAISING NJ 501(C)(3) 509(a)(1) RWJ BH false SAINT BARNABAS HOSPICE AND PALLIATIVE 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222354659 HEALTH SVCS. NJ 501(C)(3) 509(a)(1) RWJ BH false SAINT BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 221494440 HEALTH SVCS. NJ 501(C)(3) HOSPITAL RWJ BH false SAINT BARNABAS OUTPATIENT CENTERS 200 SOUTH ORANGE AVENUE LIVINGSTON NJ 07039 222458479 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) RWJ BH false SAINT BARNABAS REALTY DEVELOPMENT CORP 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 222940008 TITLE HLDNG. NJ 501(C)(3) 509(a)(3) RWJ BH false SANDY HOOK FRNDS OF ST BARNABAS BURN FDN 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 223236202 FUNDRAISING NJ 501(C)(3) 509(A)(3) RWJ BH false SOMERSET HEALTH CARE FOUNDATION INC 110 REHILL AVENUE SOMERVILLE NJ 08876 223294408 FUNDRAISING NJ 501(C)(3) 509(A)(1) RWJ BH false THE JERSEY CITY MEDICAL CENTER FDN 355 GRAND STREET JERSEY CITY NJ 07302 223113911 FUNDRAISING NJ 501(C)(3) 509(a)(2) RWJ BH false UNITED RESCUE AT JERSEY CITY INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222458481 HEALTH SVCS. NJ 501(C)(3) 509(a)(2) JCMC false VNA HEALTH GROUP OF NEW JERSEY LLC 176 RIVERSIDE AVENUE RED BANK NJ 07701 474841103 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MEGA CARE false CENTRAL JERSEY ACO LLC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 455460713 HEALTH SVCS. NJ NA HAMILTON ENDO & SURG LLC 1235 WHITEHORSE-MERCERVILLE RD STE HAMILTON NJ 08619 223837967 HEALTH SVCS. NJ NA HUDSON MD GROUP LLC 443 NORTHFIELD AVE WEST ORANGE NJ 07052 000000000 HEALTH SVCS. NJ NA MEDEMERGE LLC 1005 WASHINGTON AVE GREEN BROOK NJ 08812 030382501 HEALTH SVCS. NJ NA INNOVATIVE PURCHASING CONCEPTS 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223786557 INACTIVE NJ NA JERSEY ASC VENTURES LLC 1A BURTON HILLS BLVD NASHVILLE TN 37215 473368037 MEDICAL TN NA LIBERTYUSP SURGERY CENTERS LLC 15305 DALLAS PKWY SUITE 1600 LB 28 ADDISON TX 75001 264756962 HEALTH SVCS. TX NA NEW JERSEY IMAGING NTWKLLC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 460623701 HEALTH SVCS. NJ NA RWJ-REGENT II LLC ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08903 800878969 HEALTH SVCS. NJ NA RWJ-REGENT LLC 10 PLUM STREET 4TH FLOOR NEW BRUNSWICK NJ 08901 453853994 HEALTH SVCS. NJ NA SHREWSBURY DIAGNOSTIC IMAGING LLC 1131 BROAD STREET SUITE 110 SHREWSBURY NJ 07702 203833246 HEALTH SVCS. NJ NA ACUCARE PHYSICIANS PC 110 REHILL AVENUE SOMERVILLE NJ 08876 223566010 HEALTH SVCS. NJ NA C CORP. false CENTER STATE MANAGEMENT CORP 300 SECOND AVENUE LONG BRANCH NJ 07740 222506125 MGMT SVCS. NJ NA C CORP. false CSH VENTURES INC 200 SOMERSET STREET NEW BRUNSWICK NJ 08901 472729885 MED. CONSULTING NJ NA C CORP. false HEALTH CARE FACILITIES MGT 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223532988 MAINT. SVCS. NJ NA C CORP. false LIBERTY HEALTHCARE CAPITAL 355 GRAND STREET JERSEY CITY NJ 07302 223444345 LEASE/FINANCE NJ NA C CORP. false LIVINGSTON INFUSION CARE INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223190756 HEALTH SVCS. NJ NA C CORP. false LIVINGSTON SERVICES CORP 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222779395 HEALTH SVCS. NJ NA C CORP. false LSC PHARMACY SERVICES INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 452552776 PHARMACY SVCS. NJ NA C CORP. false MAJOR INVESTIGATIONS INC 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223040539 SECURITY SVCS. NJ NA C CORP. false MEDEMERGE MEDICAL ASSOCIATES PA ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 030382501 HEALTH SVCS. NJ NA C CORP. false NEW JERSEY HEALTHCARE ASSOC PC 110 REHILL AVENUE SOMERVILLE NJ 08876 223339827 INACTIVE NJ NA C CORP. false NJ HEALTH CARE SYSTEM INC 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 223536986 INACTIVE NJ NA C CORP. false RWJ HAMILTON PHYSICIAN ENTERPRISE PA ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 460765254 HEALTH SVCS. NJ NA C CORP. false RWJ MED ASSOC AT HAMILTON ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 223454267 PROF. SVCS. NJ NA C CORP. false RWJ MED SVCS ORG AT HAMILTON ONE HAMILTON HEALTH PLACE HAMILTON NJ 08690 223454270 HEALTH SVCS. NJ NA C CORP. false RWJ MEDICAL ASSOCIATES PA ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 223586872 HEALTH SVCS. NJ NA C CORP. false RWJ MULTI-SPECIALTY GROUP PA ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 030382492 HEALTH SVCS. NJ NA C CORP. false RWJ PHYSICIAN ENTERPRISE PA 3 EXECUTIVE DRIVE SUITE 400 SOMERSET NJ 08873 453967414 HEALTH SVCS. NJ NA C CORP. false RWJ SURGERY CENTER INC ONE ROBERT WOOD JOHNSON PLACE NEW BRUNSWICK NJ 08901 223698431 HEALTH SVCS. NJ NA C CORP. false SBC MANAGEMENT CORPORATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223414332 MGMT SVCS. NJ NA C CORP. false SHC ENTERPRISES INC 110 REHILL AVENUE SOMERVILLE NJ 08876 222665595 MGMT SVCS. NJ NA C CORP. false SOMERSET CARDIOLOGY GROUP PC 110 REHILL AVENUE SOMERVILLE NJ 08876 371640531 INACTIVE NJ NA C CORP. false SOMERSET CARDIOLOGY PARTNERS PC 110 REHILL AVENUE SOMERVILLE NJ 08876 900668649 INACTIVE NJ NA C CORP. false SOMERSET REALTY GROUP INC 110 REHILL AVENUE SOMERVILLE NJ 08876 223269525 REAL ESTATE NJ NA C CORP. false VISION HEALTHCARE INC 865 STONE STREET RAHWAY NJ 07065 204285005 INVESTMENT NJ NA C CORP. false WARREN INTERNAL MEDICINE PC 110 REHILL AVENUE SOMERVILLE NJ 08876 352366107 INACTIVE NJ NA C CORP. false CPIC 44 CHURCH STREET HAMILTON BERMUDA BD HM11 FINANCIAL VEHICLE BD NA FOREIGN CORP. false false false false true true false false false false false false false false false true true false true true BARNABAS HEALTH INC R 463450 COST SCHEDULE R, PART V This organization is a member of RWJBarnabas Health; a tax-exempt integrated healthcare delivery system. Funds are routinely transferred between affiliates and business activities are common on behalf of the System's affiliates, including this organization. These transactions may be recorded on the revenue/expense and balance sheet statements of this organization and other affiliates. The RWJBarnabas Health entities work together to deliver high quality cost effective healthcare and wellness services to their communities regardless of ability to pay and in furtherance of charitable tax-exempt purposes.