2025-11-14T10:12:38-06:00 2024-12-31 WithumSmithBrown PC 200 JEFFERSON PARK SUITE 400 Whippany NJ 079811070 990 2024-01-01 210618622 NEW JERSEY HOSPITAL ASSOCIATION % CHRISTOPHER BAILEY NEWJ 6092754000 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 085430001 CHRISTOPHER BAILEY CFO 6092754000 2025-11-13 true true Scott J Mariani P00642486 9738989494 2024 2025-03-06 01:10:19Z CATHLEEN D BENNETT 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 08543 13737289 false X WWW.NJHA.COM X 1947 NJ THE MISSION OF THE NEW JERSEY HOSPITAL ASSOCIATION IS TO IMPROVE THE HEALTH OF THE PEOPLE OF NEW JERSEY. 30 27 35 0 0 0 10334302 9507531 1944627 2020846 1071252 841266 0 4306 13350181 12373949 0 0 0 0 6710503 6222062 0 0 0 5212768 5248312 11923271 11470374 1426910 903575 188264401 204695807 133560446 146286981 54703955 58408826 X NJHA WILL BE A TRUSTED THOUGHT LEADER AND AGENT OF CHANGE IN NEW JERSEY, ADVOCATING, EDUCATING AND RESEARCHING TO GUIDE HEALTHCARE CONSUMERS, PROVIDERS AND LEGISLATORS TOWARD IMPROVED QUALITY, SAFETY, AFFORDABILITY AND ACCESSIBILITY OF HEALTHCARE. false false 3676222 0 725312 ADMINISTRATION - AS THE PREMIER STATEWIDE HEALTHCARE ASSOCIATION SERVING APPROXIMATELY 460 MEMBERS AND AFFILIATES, NJHA IS THE LEADER IN ADVOCACY, EDUCATION AND INFORMATION, PARTNERING WITH ITS MEMBERS TO PROVIDE ACCESSIBLE, AFFORDABLE AND QUALITY HEALTHCARE TO PATIENTS AND PEOPLE THROUGHOUT NEW JERSEY. 1936036 0 1039333 CHART - THE CENTER FOR HEALTH ANALYTICS, RESEARCH & TRANSFORMATION IS A RESEARCH HUB CONTAINED WITHIN THE NEW JERSEY HOSPITAL ASSOCIATION. BY USING DATA ANALYTICS, AND PERFORMING PREDICTIVE MODELING, CHART SEEKS TO INFORM THE NJHA MEMBERSHIP, STATE AND FEDERAL ELECTED OFFICIALS AND THE GENERAL POPULATION, THROUGH THE MEDIA, ABOUT TRENDS AND NUANCES RELATED TO THE HEALTHCARE ENVIRONMENT. THE GOAL IS TO INCREASE AWARENESS ABOUT HOW HEALTHCARE IS DELIVERED AND TO EXPLORE METHODS TO IMPROVE POPULATION HEALTH. 1230484 0 0 GOVERNMENT RELATIONS AND POLICY/POST-ACUTE CARE POLICY - PLAYS A CRITICAL ROLE IN DEFINING AND IMPLEMENTING THE ADVOCACY PRINCIPLES THAT SUPPORT MEMBERSHIP INTERESTS AND ACTS AS A KEY CONTACT BETWEEN THE STATE DECISION MAKERS AND INDUSTRY LEADERS. 0 0 256201 6842742 false true false true false false false false false true true false true 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 true true false false true X 24 0 true 35 true false false false false false false true false X 30 27 false false false false true true false true true false false true true true true true true true true false X CHRISTOPHER BAILEY 6092754000 760 ALEXANDER ROAD PRINCETON NJ 08543 X CATHLEEN D BENNETT TRUSTEE - PRESIDENT & CEO 55.0 0.0 X X 834630 556420 336083 SEAN HOPKINS SENIOR VICE PRESIDENT 55.0 0.0 X 523259 0 96543 CHRISTOPHER BAILEY TRUSTEE - ASST TREASURER & CFO 55.0 0.0 X X 0 456793 104304 THERESA L EDELSTEIN SENIOR VICE PRESIDENT 55.0 0.0 X 444460 0 49093 CHRISTINE A STEARNS VICE PRESIDENT 55.0 0.0 X 433577 0 49877 RAYMOND A BRANDES CHIEF OPERATING OFFICER 55.0 0.0 X 0 413280 59971 VICTORIA BROGAN SENIOR VICE PRESIDENT 55.0 0.0 X 316516 0 50269 KERRY MCKEAN-KELLY VICE PRESIDENT 55.0 0.0 X 319826 0 44963 JOY L LINDO ASST. SEC.-TRST & GEN COUNSEL 55.0 0.0 X X 177880 118586 37562 ROGER D SARAO VICE PRESIDENT 55.0 0.0 X 263156 0 38869 CINDY A SORG ASST TO THE PRES. (TERM 12/24) 40.0 0.0 X X 54494 36329 17642 ROBERT M SEGIN TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 3900 0 DEBORAH D VISCONI TREAS & CHAIR FIN COMM-TRUSTEE 1.0 0.0 X X 0 2200 0 DARRELL K TERRY TRUSTEE 1.0 0.0 X 0 2200 0 WILLIAM S ARNOLD CHAIR - TRUSTEE 1.0 0.0 X X 0 1900 0 THOMAS W SCOTT TRUSTEE 1.0 0.0 X 0 1900 0 MARK STAUDER VICE CHAIR - TRUSTEE 1.0 0.0 X X 0 0 0 ROBERT W BRENNER SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 SAM BAYOUMY TRUSTEE 1.0 0.0 X 0 0 0 ERIC W CARNEY TRUSTEE 1.0 0.0 X 0 0 0 EDWARD J CONDIT TRUSTEE 1.0 0.0 X 0 0 0 JAMES DEMETRIADES TRUSTEE 1.0 0.0 X 0 0 0 VINCENT J DICKS TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN J DUMKE TRUSTEE 1.0 0.0 X 0 0 0 PAIGE DWORAK TRUSTEE 1.0 0.0 X 0 0 0 REGINA FOLEY TRUSTEE 1.0 0.0 X 0 0 0 PATRICK GAVIN TRUSTEE 1.0 0.0 X 0 0 0 WARREN GELLER TRUSTEE 1.0 0.0 X 0 0 0 FRANK A GHINASSI TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 0 0 LESLIE D HIRSCH TRUSTEE; EX-OFFICIO 1.0 0.0 X 0 0 0 AMY B MANSUE TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL MARON TRUSTEE 1.0 0.0 X 0 0 0 JOHN MATSINGER TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL A MCLAUGHLIN TRUSTEE 1.0 0.0 X 0 0 0 KEVIN O'DOWD TRUSTEE 1.0 0.0 X 0 0 0 TRISH O'KEEFE TRUSTEE 1.0 0.0 X 0 0 0 KENNETH N SABLE TRUSTEE 1.0 0.0 X 0 0 0 STEVEN SHERIS TRUSTEE 1.0 0.0 X 0 0 0 ROBERT H ADAMS TRUSTEE (TERM) 1.0 0.0 X 0 0 0 3367798 1593508 885176 12 false true false mad global strategy group llc 515 parkview avenue WESTFIELD NJ 07090 CONSULTING 241500 ocean place resort spa one ocean blvd LONG BRANCH NJ 07740 EVENT MANAGEMENT 224096 O'Toole Scrivio LLC 14 village Park road CEDAR GROVE NJ 07009 CONSULTING 158400 Washington Strategic consulting po box 725 WASHINGTON DC 20044 consulting 175000 kessler pr group 802 West Park Ave Bldg 3 Suite 30 OCEAN TOWNSHIP NJ 07712 consulting 132000 5 7144814 2362717 9507531 MEDICARE GAINSHARING PROJECT 900099 1035933 1035933 ANNUAL MEETING 900099 473750 473750 OTHER PROGRAM SERVICE 900099 336855 336855 COOPERATIVE HEALTH PROGRAMS 541900 170908 170908 PUBLICATIONS 590009 3400 3400 2020846 874359 874359 0 0 0 0 0 1330247 1363340 -33093 -33093 -33093 0 0 0 0 0 0 0 0 0 PENSION REVENUE 900099 4306 4306 4306 12373949 2020846 845572 X 0 0 0 0 1720151 1324516 395635 0 3711404 2847611 863793 75687 58279 17408 431571 332310 99261 283249 218102 65147 43325 37693 5632 299765 260796 38969 0 240000 208800 31200 0 15518 13501 2017 1739864 1517340 222524 0 12084 12084 0 558765 543916 14849 0 0 174793 0 174793 49288 38180 11108 0 463693 47600 416093 0 803207 -486548 1289755 0 120405 0 120405 PURCHASED SERVICES 248269 -145332 393601 PROVISON FOR BAD DEBT 236864 0 236864 OTHER EXPENSES 242472 13894 228578 11470374 6842742 4627632 0 -160596 166773 2091441 823698 0 0 8663748 572873 0 0 0 0 0 0 0 0 915604 911562 364063 364063 12825414 14773162 35955741 37977144 30827 30827 0 0 127942222 149439768 188264401 204695807 3030508 2677247 0 0 8827200 1200093 0 0 0 0 0 0 0 0 0 0 121702738 142409641 133560446 146286981 X 54703955 58408826 0 0 54703955 58408826 188264401 204695807 X 903575 848256 1953040 X X false true X true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 76183 76183 0 287880 287880 0 0 INVESTMENT IN SUBSIDIARY 37977144 F 37977144 UNEMPLOYMENT COMP RESERVE FUND 142409641 CASH VALUE SPLIT DOLLAR LIFE 3066273 OTHER ASSETS 1639077 PENSION ASSET 2324777 149439768 0 UNEMPLOYMENT COMP RESERVE FUND 142409641 142409641 X SCHEDULE D, PART X THE NEW JERSEY HOSPITAL ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024. THE NEW JERSEY HOSPITAL ASSOCIATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X X X X false true false CATHLEEN D BENNETT TRUSTEE - PRESIDENT & CEO 446479 451991 48546 32364 339605 72065 183814 122543 17836 11890 1036280 690853 0 0 SEAN HOPKINS SENIOR VICE PRESIDENT 398116 0 69551 0 55592 0 81166 0 15377 0 619802 0 0 0 CHRISTOPHER BAILEY TRUSTEE - ASST TREASURER & CFO 0 382864 0 70879 0 3050 0 68667 0 35637 0 561097 0 0 THERESA L EDELSTEIN SENIOR VICE PRESIDENT 335074 0 101506 0 7880 0 8625 0 40468 0 493553 0 0 0 CHRISTINE A STEARNS VICE PRESIDENT 361484 0 66825 0 5268 0 34500 0 15377 0 483454 0 0 0 RAYMOND A BRANDES CHIEF OPERATING OFFICER 0 349267 0 0 0 64013 0 24150 0 35821 0 473251 0 0 VICTORIA BROGAN SENIOR VICE PRESIDENT 262241 0 52761 0 1514 0 23882 0 26387 0 366785 0 0 0 KERRY MCKEAN-KELLY VICE PRESIDENT 282425 0 31168 0 6233 0 28679 0 16284 0 364789 0 0 0 JOY L LINDO ASST. SEC.-TRST & GEN COUNSEL 171482 114321 5090 3393 1308 872 13311 8874 9226 6151 200417 133611 0 0 ROGER D SARAO VICE PRESIDENT 234343 0 25531 0 3282 0 23492 0 15377 0 302025 0 0 0 SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CATHLEEN D. BENNETT, $161,458 AND SEAN HOPKINS, $46,666. 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 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CATHLEEN D. BENNETT, $271,857; SEAN HOPKINS, $46,666 and Christopher Bailey, $39,342. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 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. CORE FORM, PART III; LINE 4D, OTHER PROGRAM SERVICES Expenses incurred and revenue earned in providing strategic initiatives, communications and member services, center for partnership transforming health, contracted legal services, Q3 subcontract, hospital preparedness program cooperative agreement, and aspr covid-19 response grant. CORE FORM, PART V; QUESTION 15 Cathleen d. Bennett serves as the president and chief executive officer of the new jersey hospital association and njha healthcare business solutions, inc.; A related organization. Accordingly, her common law employer/employee relationship is with both the new jersey hospital association (ein: 21-0618622) and njha healthcare business solutions, inc. (ein: 22-2325161). The new jersey hospital association and njha healthcare business solutions, inc. Each filed a 2024 federal form 4720 which included a remittance of excise tax related to ms. Bennett's compensation in excess of $1m. CORE FORM, PART VI, SECTION A; QUESTION 6 & 7 The members of this organization consist of representatives from hospitals within the state of New Jersey. The board of trustees is elected by the member hospitals. CORE FORM, PART VI, SECTION B; QUESTION 11B This organization's federal Form 990 was provided to each voting member of the organization's governing body, its board of directors, prior to filing with the Internal Revenue Service ("IRS"). 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 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 internal working group for review. The 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 internal working group for final review and approval. Following this review, the Form 990 was then provided to the new jersey hospital association's audit and compliance committee and subsequently made available to each voting member of the organization's governing body prior to filing with the IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 IN ACCORDANCE WITH THE New Jersey Hospital Association ("NJHA") "CODE OF CONDUCT", ALL EMPLOYEES ARE REQUIRED TO REPORT ANY "CONFLICT OF INTEREST" (WHICH INCLUDES FAMILIAL OR BUSINESS RELATIONSHIPS WITH OTHER NJHA EMPLOYEES) TO THE NJHA COMPLIANCE OFFICER AND THEIR SUPERVISOR. THIS IS DONE ON A "SELF DISCLOSURE INCIDENT REPORTING FORM". ALL EMPLOYEES ARE REQUIRED TO ACKNOWLEDGE THEIR UNDERSTANDING OF THIS POLICY, IN WRITING, ON AN ANNUAL BASIS AS PART OF THEIR ANNUAL REVIEW PROCESS. ALL EMPLOYEES MUST ALSO ATTEND A MANDATORY "COMPLIANCE TRAINING" SESSION ANNUALLY. ADDITIONALLY, TRUSTEES MUST ALSO COMPLETE A "CONFLICT OF INTEREST" FORM ANNUALLY, DISCLOSING ANY POTENTIAL CONFLICTS. NJHA ALSO USES A "1-800" HOTLINE FOR CODE OF CONDUCT VIOLATION REPORTING. CORE FORM, PART VI, SECTION B; QUESTION 15 OUTSIDE COMPENSATION CONSULTANTS ROUTINELY REVIEW TOTAL COMPENSATION FOR THE CEO, CFO AND OTHER SENIOR MANAGEMENT PERSONNEL WITH THE EXECUTIVE COMPENSATION COMMITTE. OTHER MEMBERS OF UPPER MANAGEMENT ARE PERIODICALLY REVIEWED AND ASSESSED USING DATA OBTAINED VIA PUBLISHED SURVEYS, WRITTEN EMPLOYMENT CONTRACTS AND OTHER EXTERNAL MARKET DATA, INTERNAL EQUITY CONCERNS AND RELATIVE PERFORMANCE CONCERNS AND RELATIVE PERFORMANCE. CORE FORM, PART VI, SECTION C; QUESTION 19 The organization's GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, 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 RELATED ORGANIZATIONS. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE RELATED ORGANIZATIONS AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII, SECTION A, COLUMN B THIS ORGANIZATION IS AN AFFILIATE WITHIN NEW JERSEY HOSPITAL ASSOCIATION ("THE ASSOCIATION"). 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 OF THE ASSOCIATION. 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 OF THE ASSOCIATION, 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 THE ASSOCIATION; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; question 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - MINIMUM PENSION LIABILITY ADJUSTMENT - $393,763; and - EQUITY EARNINGS OF SUBSIDIARY - $1,559,277. CORE FORM, PART XII; QUESTION 2 An independent cpa firm audited the consolidated financial statements of new jersey hospital association and affiliates for the years ended december 31, 2024 and december 31, 2023; respectively, and issued a consolidated financial statement with consolidating schedules by entity. An unmodified opinion was issued each year by the independent CPA firm. The New Jersey Hospital Association's audit and compliance committee assumes responsibility for the oversight of the audit of the financial statements and the selection of an independent auditor. CORE FORM, PART XII; QUESTION 3 THIS ORGANIZATION ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE AN AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:1739864 HEALTH RESEARCH & EDUCATIONAL TRust 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 08543 226064970 Research & Ed NJ 501(C)(3) 7 false HEALTHCARE EMPLOYEES FED CREDIT UNION 29 EMMONS DRIVE PRINCETON NJ 08540 222570818 COOP FIN INST NJ 501(C)(1) false NJHA HEALTH POLITICAL ACTION COMMITTEE 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 08543 222978626 PAC NJ 527 false NJHA HEALTHCARE BUSINESS SOLUTIONS INC 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 08543 222325161 Administrative NJ NJHA C CORP 16287424 54869601 1.00000 true NEW JERSEY HOSPITAL ASSOCIATION INS FUND 760 ALEXANDER ROAD PO BOX 1 PRINCETON NJ 08543 226136100 PURCHASE GROUP NJ NA TRUST 0 0 1.00000 true true false false false false false false false false false true false false true true true true false false NJHA HEALTHCARE BUSINESS SOLUTIONS K 174792 cost NJHA HEALTHCARE BUSINESS SOLUTIONS O 669080 cost NJHA HEALTHCARE BUSINESS SOLUTIONS P 1654177 cost NJHA HEALTHCARE BUSINESS SOLUTIONS Q 607246 cost SCHEDULE R, PART V This organization is a member of the new jersey hospital association and affiliates (the "association"). Funds are routinely transferred between affiliates and business activities are common on behalf of the association's affiliates, including this organization. These transactions may be recorded on the revenue/expense and balance sheet statements of this organization and other affiliates. These entities work together to promote the concerns of the healthcare industry and fine solutions to common issues and in furtherance of charitable tax-exempt purposes.