2019-11-11T09:27:57-06:00 2018-12-31 ERNST & YOUNG US LLP 5 TIMES SQUARE NEW YORK NY 10036 990 2018-01-01 131739937 THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL % SCOTT EDELMAN WINI 9145972277 785 MAMARONECK AVENUE WHITE PLAINS NY 106052523 SCOTT EDELMAN SVP & CFO 9145972277 2019-11-07 true NICOLE M SOKOLOWSKI P01683199 2127733000 164.57.159.253 26308520193155000004 2019-11-11 P 24558E047A149CE0743DDA4F89040DC2FD5B7974 E49E242FE57A98897DDA63BAE979C22488B98256 2018 2020-01-14 16:20:31Z JEFFREY MENKES 785 MAMARONECK AVENUE WHITE PLAINS NY 106052523 98256156 false X WWW.BURKE.ORG X 1946 NY To provide the highest quality medical care and rehabilitation services to ensure that each patient achieves the maximum functional recovery from illness, injury or disability. 22 18 982 93 1998263 -224251 1300955 1293076 84492419 91217485 6479028 1510454 2799650 4063375 95072052 98084390 0 0 0 0 64647045 64037456 0 0 500169 20254548 25866169 84901593 89903625 10170459 8180765 118466060 119356108 72834732 68468532 45631328 50887576 MISSION: TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND REHABILITATION SERVICES TO ENSURE THAT EACH PATIENT ACHIEVES THE MAXIMUM FUNCTIONAL RECOVERY FROM ILLNESS, INJURY OR DISABILITY. VISION: TO LEAD THE FIELD AS THE MOST EFFECTIVE AND COMPASSIONATE PROVIDER OF MEDICAL REHABILITATION BY PRACTICING INNOVATIVE TREATMENT, PIONEERING CLINICAL RESEARCH AND INSPIRING EDUCATION. false false 71621094 0 91217485 Patient services: BURKE IS A 150 BED ACUTE CARE HOSPITAL ENTIRELY DEDICATED TO REHABILITATION MEDICINE AND A LEADER IN THE FIELD OF MEDICAL REHABILITATION. WE PROVIDE INPATIENT AND AMBULATORY CARE FOR A BROAD RANGE OF NEUROLOGICAL, MUSCULOSKELETAL, CARDIAC AND PULMONARY DISABILITIES CAUSED BY DISEASE OR INJURY. Our programs targets those WHO HAVE SUFFERED A STROKE, SPINAL CORD or brain INJURY, underwent COMPLICATED ORTHOPEDIC SURGERY or are afflicted with CARDIAC or PULMONARY DISEASE or other NEUROLOGICAL DISORDERS SUCH AS PARKINSON'S DISEASE or MULTIPLE SCLEROSIS. Most of our patients are referrals that were transferred to Burke from other acute care facilities once their condition became STABLE AND THEY were ABLE TO PARTICIPATE IN INTENSE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. THE GOAL OF THE INTENSIVE INPATIENT REHABILITATION PROGRAM AT BURKE IS TO MAXIMIZE OUR PATIENT'S RECOVERY. OUR EXPERT REHABILITATION TEAM IS COMMITTED TO HELPING OUR PATIENT'S RETURN TO AS ACTIVE AND PRODUCTIVE LIFE AS POSSIBLE. EACH PATIENT'S PROGRAM IS TAILORED TO MEET HIS OR HER NEEDS BY INTEGATING SEVERAL DISCIPLINES, INCLUDING PHYSICAL, OCCUPATIONAL, RESPIRATORY, SPEECH LANGUAGE AND RECREATIONAL THERAPIES WITH SPECIALTY MEDICINE, NURSING, CASE MANAGEMENT, SOCIAL WORK AND THE APPROPRIATE SPECIALTY SERVICES AS NEEDED. GROUP DISCUSSIONS AND INDIVIDUAL COUNSELING SESSIONS HELP PATIENTS AND FAMILY MEMBERS ADJUST TO CIRCUMSTANCES RESULTING FROM PHYSICAL DISABILITY AND PREPARE them for the possibility of A NEW WAY OF LIFE. THE MAJORITY OF our patients RETURN TO THEIR HOME OR COMMUNITIES after their hospital stay is completed. In 2018, the hospital provided 48,937 patient days based on 2,793 admissions and 125,544 clinical visits. At Burke Rehabilitation Hospital, we strive to create lifelong relationships with our patients even after their therapy has been completed. We also invite community members to the Burke campus to utilize and enjoy all of our programs and services. Burke offers many community programs from support groups to educational events to our Adult Fitness Center and related health programs. All of our programs offer individuals the opportunity to learn, exercise and share with others. 2610324 0 0 Medical Education: The Winifred Masterson Burke Rehabilitation Hospital has been a longstanding leader in clinical care, research and innovation and is now home to a nationally recognized Physical Medicine and Rehabilitation residency program. The Accreditation Council for Graduate Medical Education (ACGME)-approved program envisions being the future benchmark for all Physical Medicine and Rehabilitation residency programs in the country. Burke's goal is to produce healthcare leaders known for innovation in all branches of physiatry. This is accomplished by rigorous training and development of highly skilled clinical and academic physiatrists. Our residents receive a unique training experience working directly with neurologists, physiatrists, rheumatologists, internists, cardiologists and pulmonologists on Burkes rehabilitation units. They also have the opportunity to work closely with research scientists from the world-renowned Burke Medical Research Institute, which is located on Burkes 61-acre campus in White Plains. Burke aims to teach residents who will go on to utilize their training to improve patient care, advance the field of Physical Medicine and Rehabilitation and enhance healthcare in the communities they serve. We offer a 3-year Physical Medicine and Rehabilitation residency program, which is affiliated with Albert Einstein College of Medicine (AECOM). We also offer a one-year neurorehabilitation fellowship under the AECOM Department of Neurology. In the future, we plan to expand the program by including fellowships in traumatic brain injury, sports concussion and spinal cord injury. 74231418 true true false true false false false false true true true true false false true false false true false false false false false false true false true true false false true false false false false false false false false false false false false false true true true false false true 94 0 true 982 true true true false false false false true true false false false false false false X 22 18 false false false false true true true true true false false true true true true true true false true false NY X SCOTT EDELMAN 9145972240 785 MAMARONECK AVENUE WHITE PLAINS NY 106052523 Christopher C Allen trustee 1.0 0.0 X 0 0 0 Marlene Alva Trustee (resigned 5/2018) 1.0 0.0 X 0 0 0 Robert Baldoni Vice Chair 4.0 0.0 X 0 0 0 Richard T Celiberti Trustee 1.0 0.0 X 0 0 0 Michael J Daly Trustee 1.0 0.0 X 0 0 0 Donald E Foley Chair (Resigned 5/2018) 4.0 0.0 X 0 0 0 Wilfred A Finnegan Treasurer 4.0 0.0 X 0 0 0 Anthony Gioffre III Secretary 4.0 0.0 X 0 0 0 Charles V Glennon Trustee 1.0 0.0 X 0 0 0 Bernadette Kingham-Bez Trustee 1.0 0.0 X 0 0 0 Kevin A Knight Trustee 1.0 0.0 X 0 0 0 J David Lynn Trustee 1.0 0.0 X 0 0 0 John R McCarthy Chair 4.0 0.0 X 0 0 0 Jeffrey Menkes President/CEO 58.0 2.0 X X 0 1191046 17000 Barbara Z Monahan Trustee 1.0 0.0 X 0 0 0 Mary Ann Morris Trustee (resigned 5/2018) 1.0 0.0 X 0 0 0 Michael J Palumbo MD Trustee 1.0 49.0 X 0 1002720 146288 Christopher Panczner Trustee 1.0 59.0 X 0 1284291 627752 Andrew Racine MD PHD Trustee 1.0 59.0 X 0 2037680 45194 Pamela B Rosenthal MD Trustee 1.0 0.0 X 0 0 0 Kenneth J Sweeney Trustee 1.0 0.0 X 0 0 0 Jason Wong Trustee 1.0 0.0 X 0 0 0 Richard Ahearn Trustee (elected 5/2018) 1.0 0.0 X 0 0 0 Matthew Bartels MD Trustee (Elected 5/2018) 1.0 0.0 X 0 0 0 Steven Kessler Trustee (elected 5/2018) 1.0 0.0 X 0 0 0 Scott A Edelman SVP & CFO 50.0 0.0 X 259024 0 29796 Thomas Grandville Director of Pharmacy 40.0 0.0 X 176354 0 28941 Mooyeon Oh-Park MD SVP, Chief Medical Officer 40.0 0.0 X 282596 0 20793 Marie Spencer VPN, Chief Nursing Officer 40.0 0.0 X 188576 0 14319 Brian Swift VP, Plant Operations 40.0 0.0 X 176177 0 28812 Steven Tisser VP, Outpatient Services 40.0 0.0 X 174086 0 26659 1256813 5515737 985554 87 false true false SODEXO 9801 WASHINGTON BOULVARD GAITHERBURG MD 20878 FOOD SERVICES 1481460 MCG CONSTRUCTION 550 BRUSH AVENUE BRONX NY 10465 CONSTRUCTION 1290651 DIKER A V CONTRACTING 20 ELVIRA COURT STATEN ISLAND NY 10306 CONTRACTING 1148406 SODEXO SERVICE PO BOX 360170 PITTSBURGH PA 152516170 HOUSEKEEPING 450250 EWINGCOLE 14 PENN PLAZA NEW YORK NY 10122 ARCHITECTURE DESIGN 382035 19 385768 25000 882308 6296 1293076 INPATIENT REHABILITATION SERVICES 622310 75054131 75054131 0 0 AMBULATORY REHABILIATION SERVICES 622310 12695256 12695256 0 0 OTHER HEALTHCARE RELATED SERVICES 621999 3468098 1469835 1998263 0 91217485 447809 0 0 447809 0 0 688445 62027 626418 0 626418 0 0 626418 1062645 0 1062645 1062645 0 0 1062645 53299 385768 109739 -56440 0 -56440 0 0 0 0 0 0 RELATED PARTIES ADMINISTRATION SERVICES 561000 1451476 0 0 1451476 EMPLOYEE BENEFIT CONTRIBUTIONS 900099 1062850 0 0 1062850 FITNESS CENTER PROGRAM REVENUE 713940 724970 0 0 724970 254101 0 0 254101 3493397 98084390 89219222 1998263 5573829 0 0 0 0 288819 0 288819 0 0 49483456 43151235 6029753 302468 1999739 1741020 246515 12204 8386446 7288655 1046701 51090 3878996 3364607 490805 23584 0 314968 0 314968 0 2500 0 2500 0 0 0 0 6654858 5233218 1387047 34593 719121 2410 716711 0 1184312 607102 565781 11429 1173954 28370 1143300 2284 0 2546786 2348482 198304 0 227594 182978 42403 2213 0 0 125535 0 125535 0 0 4269274 3557121 685582 26571 2143210 1919562 223648 0 MEDICAL SUPPLIES 2875333 2871891 3442 0 OUTSIDE DIETARY SERVICE 1465968 1465968 0 0 INTERCOMP SHARED SERVICES 827354 0 827354 0 PATIENT TRANSPORTATION 429854 429854 0 0 905548 38945 832870 33733 89903625 74231418 15172038 500169 6207 4200 7699882 9210205 0 0 13932448 14044328 0 0 0 0 0 0 670520 660464 931356 1062470 145020698 103621375 38118611 41399323 5997625 5489213 29137946 25957000 0 0 21007000 20790433 964465 738472 118466060 119356108 4641563 5564582 0 0 0 0 0 0 38514 40199 0 0 3040032 2667000 0 0 65114623 60196751 72834732 68468532 X 41194668 46434538 3649075 3665453 787585 787585 45631328 50887576 118466060 119356108 X 8180765 -2167889 -756628 X false true X true false X false false false false false false false false true 21846 21846 false false Schedule C, Part II-B, Line i The other activities includes indirect lobbying cost paid as a percentage of membership dues to the Greater New York Hospital Association, The Health Care Association of New York State, and the American Medical Rehabilitation Provider Association that were used for lobbying efforts by these organizations during 2018. false true X 787585 787585 787585 787585 787585 787585 0.00000 1.00000 0.00000 false false 72770600 43068039 29702561 40017396 35889971 4127425 32232702 24663365 7569337 41399323 COLLECTIVE TRUST FUNDS 17203000 F MANAGED CASH HELD FOR INVEST. 8754000 F 25957000 0 POSTRETIREMENT BENEFITS LIABILITIES 56752323 MALPRACTICE CLAIMS LIABILITIES 2456629 DUE TO RELATED PARTIES 987799 60196751 Schedule D, Part V, Line 2b The Winifred Masterson Burke Hospital holds security deposits from tenants in escrow pursuant to the individual lease agreements between the tenants and the organization. These deposits are returned to the tenants once they vacate their rental unit less any amount, if any, due from the tenants for damages or unpaid rent. Schedule D, Part V, Line 4 The organization's endowments were established pursuant to donor gifts. The earnings can provide support to the Winifred Masterson Burke Rehabilitation Hospital general activities, specifically treatment, hospitalization and care of needy patients as designated by individual donors. award dinner 393261 345861 47400 46361 300 41185 Heels & Wheels 27457 22288 5169 2600 13893 1 18349 17619 730 400 5000 439067 385768 53299 46361 3300 60078 109739 -56440 true true X true X true X true true false true true 1087767 136677 951090 0.01060 6887998 6654527 233471 0.00260 7975765 6791204 1184561 0.01320 1475201 0 1475201 0.01640 2610324 0 2610324 0.02900 4085525 0 4085525 0.04540 12061290 6791204 5270086 0.05860 false 163916 0 42104299 32720395 9383904 X true true 1 1 WINIFRED MAST BURKE REHAB HOSPITAL 785 MAMARONECK AVENUE WHITE PLAINS NY 10605 WWW.BURKE.ORG 5902002H X X WINIFRED MAST BURKE REHAB HOSP 1 false false true X X X X X X X X X 16 true false false true X See Part V - Section C X true 16 true See Part V - Section C false true X 200. 300. X true true X X X true X See Part V - Section C X See Part V - Section C X See Part V - Section C X X X X X X true X false X X X X false X X false false Schedule H, Part V, Section B, Line 5 The process for preparing the 2016-2018 community health needs assessment was an inter-organization and community collaborative process, initiated with the goal of developing an assessment that was reflective of the needs of the community. The process to identify the needs of the community involved the collection of both primary and secondary data. Multiple conversations and meetings were convened internally and with external partners and a thorough review of the data was conducted to develop the implementation strategies. The collection of data from a sample of the Westchester county residents was an important element of the development of the Community Health Needs Assessment. Burke engaged with the Westchester County Department of Health's online community Resident and Provider Health surveys to assist in the facilitation of these community level connections thereby alleviating additional surveying overload. An online survey was collaboratively developed and made available across Westchester County, distributed by the Westchester County of Health, the Westchester County Executive's Office and the local Delivery System Reform Incentive Payment Program (DSRIP) providers over the summer of 2016. Using data collected through these sources, the impact of the community's health by interventions could be measured and analyzed. The priority areas selected and each of the planned interventions focus on specific priority populations and address the ethnic and culture disparity defined in the indicators for the population served by Burke. Schedule H, Part V, Section B, Line 7a The direct website where the hospital facility's CHNA report is available is: https://www.burke.org/docs/Burke CHNA 2016_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.burke.org/docs/Burke CHNA 2016_FINAL.pdf Schedule H, Part V, Section B, Line 11 A review of the results from the primary and secondary data collection in the hospital's most recent conducted CHNA illuminated two major categories of health needs that were important across the population surveyed, reflected in the data as critical and in alignment with the New York State Prevention agenda. The two priority areas identified were (1) Preventing chronic disease and (2) Promoting mental Health and preventing substance abuse. Within the prevent chronic disease priority area, the two focus areas selected were (1) reduce illness, disability and death related to tobacco use and secondhand smoke exposure and (2) increase access to high quality chronic disease preventive care and management in both clinical and community settings. One of the Priority areas, Prevent Chronic disease was re-selected in 2016. This was done as it aligns well with both Burke's patient population and creates a better alignment with the initiatives of the New York State Department of Health's Delivery System reform incentive payment (DSRIP) Program. DSRIP has a very strong focus on both the prevention and management of chronic disease and behavioral health issues that include substance abuse. The second priority area, Promote mental health and prevent substance abuse, is a deviation from the area focused on in the previous plan. As a hospital dedicated solely to adult rehabilitation, Burke's programs and services often differ from those offered at an acute care/community hospital. Since Burke does not have a labor and delivery/post-partum unit, it was difficult to implement the breastfeeding objective set forth in the promote healthy women, infants and children priority area, though we did our best in creating objectives that we were able to meet. Therefore, Burke has elected to change the second priority area to promote mental health and prevent substance abuse with a focus on increasing the use of evidence-based policies and evidence-based programs which are grounded on healthy development of children, youth and adults. Burke has a longstanding commitment to the community and has developed innovative programs and services throughout the years to better meet the evolving needs of residents. These programs and services address a majority of the significant community health needs identified in the Community Health Needs Assessment. The breadth and depth of the programs and services vary, but each addresses a need indentified in the community. Some of the programs that align with the needs outlined in this plan include the Memory Evaluation and Treatment Service, an outpatient program that evaluates memory problems and works directly with caregivers and family members to ensure they can meet the needs of the diagnosis; an Arthritis Center, a comprehensive, multi-disciplinary medical and therapeutic program for patients with various types of arthritis and a Cardiac Rehabilitation program, a multidisciplinary program to help patients with heart disease recover faster and regain full, productive lifestyles through exercise, education and counseling. Additionly, Burke works with various partner organizations to facilitate monthly support groups on campus, such as the Hudson Valley Chapter of the Alzheimers Association, the NYC-SNY Chapter of the National Multiple Sclerosis Society and the Brain Injury Association of New York State. Burke will be engaging additional partner organizations to both continue to expand support group offerings, such as a tobacco cessation group, and to create additional community education events. Burkes inpatient and outpatient services work in collaboration to best meet the needs of its patient population, and the community at large, to ensure that needs are being met and that Burke is offering the best care possible. Community education programs, and events such as Burkes annual Wheelchair Games and Heels & Wheels 5K, are created and presented as a way for patients and the community to learn more about what is offered at Burke and how the work being done at the hospital impacts their lives. Burke will build upon these and offer additional events, such as COPD Day and Stroke Awareness Day in the coming years. Furthermore, as a member of the Montefiore Health System since 2016, Burke patients also have access to the vast number of programs and services available through the System and are encouraged to take advantage of them whenever needed. 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 16a, 16b & 16c The hospital's Financial assistance policy, summary and application for assistance are posted on the website: https://www.burke.org/docs/Financial%20Assistance%20Summary_2018.pdf 8 Armonk Outpatient Rehabilitation 99 Business Park Armonk NY 10504 Outpatient Rehabilitation Bronx Outpatient Rehabilitation 2826 Westchester Avenue Suite 201 Bronx NY 10461 Outpatient Rehabilitation Bronx-Hutch Metro OP Rehabilitation 1250 Waters Place Tower One 10th Bronx NY 10461 Outpatient Rehabilitation Mamaroneck Outpatient Rehabilitation 703 West Boston Post Road Mamaroneck NY 10543 Outpatient Rehabilitation Purchase Outpatient Rehabilitation 3020 Westchester Avenue Purchase NY 10577 Outpatient Rehabilitation Somers Outpatient Rehabilitation Somers Town Center 325 Route 100 Somers NY 10589 Outpatinet Rehabilitation Yonkers-Ridge Hill OP Rehabilitation Ridge Hill 73 Market Street Suite Yonkers NY 10710 Outpatient Rehabilitation Yonkers-Exec Plaza OP Rehabilitation 6 Executive Plaza Suite 280 Yonkers NY 10701 Outpatient Rehabilitation 1. Part I, Line 7 THE COST-TO-CHARGE RATIO METHODOLOGY WAS UTILIZED TO CALCULATE THE AMOUNT INCLUDED IN THE TABLE. THE CALCULATION OF THE RATIO WAS DERIVED FROM RATIO OF PATIENT CARE COST-TO-CHARGEs. 1. Part III, Section A, Line 2 The cost of bad debt expense is estimated based on the bad debt provision at charge, 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 expenses. 1. Part III, Section A, Line 3 The estimated amount of the organization's bad debt expense (at cost) attributed to patients under the organization's charity care policy was based on the results of predictive analysis. Bad debt should be included as a community benefit because the organization provides much needed health care service indiscriminately to the community-at-large without regard to whether or not the patient has insurance or if the bill will ever be paid. 1. 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 year ended December 31, 2018, changes in the Health Systems 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 patients ability to pay (determined on a portfolio basis when applicable) are recorded as bad debt expense. Bad debt expense for the year ended December 31, 2018 was not significant". 1. Part III, Section B, Line 8 Medicare allowable costs reported on Part III, line 6, per Schedule H instructions, 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 (RCCS) and does not include the non-allowable Medicare costs. 1. 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. 2. Needs Assessment The organization assesses community needs by: A) Community Advisory Boards - The Health System works entensively with representatives of the communities to identify health care needs and determine the appropriate configuration of services. B) Community Service Committee - Montefiore Health System, the parent company, has a board committee that is focused on community services. It is responsible for overseeing the Health System's community services and community benefit activities to ensure they are formulated to facilitate the fulfillment of the organization's mission and meet the needs of the community. C) Partnership and Collaborations - The health system participates in a variety of organized partnerships and collaboratives, working with other providers, the New York Department of Health and Mental Hygiene, community-based organizations and members of the community in planning and developing initiatives aimed at improving the health of the communities served. 3. Patient Education of Eligibility for Assistance All intake, registration and collection agency staff are trained on the Hospital's financial aid policy and how to provide patients with assistance. The organization has a policy that establishes guildlines for the billing office to follow when working with individuals who are having difficulty paying their medical bills. A referral is made to the 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 organization makes its financial aid policy known to the public by providing written information including brochures at the admission area, information posted on the intranet and internet, and information sent out on patient's bills. 4. Community Information Burke Rehabilitation Hospital has identified Westchester County as its primary service area. Westchester County is a large county located just north of New York City in the Hudson Valley. Westchester covers an area of 450 square miles and consists of 48 municipalities. The county includes urban, suburban and rural geographies. The estimated population of Westchester County is made up of more than 980,244 residents. The county seat of Westchester is the city of White Plains. Other major cities include Yonkers, New Rochelle and Mount Vernon. The median household income for Westchester was $90,578, the fourth highest in New York State, after Nassau, Putnam and Suffolk Counties. Westchester County is the fifth healthiest county in New York State, according to the County Health Rankings, produced by the Robert Wood Foundation and the University of Wisconsin. Despite its overall high ranking, there is considerable room to both improve population health and reduce health disparities in Westchester County. 5. Promotion of Community Health Burke Rehabilitation has a longstanding commitment to the community and is at the forefront of rehabilitation medicine. Burke's continuum of care extends beyond its inpatient and outpatient programs and impacts people in the surrounding communities and throughout Westchester County. Burke facilitates over ten monthly support groups on its campus that are free of charge, including a spinal cord injury support group, stroke support group and amputee support group, often through partnerships with community organizations. Burke regularly holds community education programs and events for the community, with a focus both on the illnesses and injuries treated at Burke and the health and wellness of its community members. The Burke Fitness Center, which is open to the community and serves adults over age 40 and those with a qualifying disability, is a place where people from throughout the area can focus on their health is a setting in which they feel safe and comfortable. Burke's commitment to the community extends to our employees and the medical community as well. Continuing education events, lectures and conferences, many of which are free of charge, are regularly held on the Burke campus to promote research, innovative treatments and technology to ensure that Burke's physicians, nurses and therapists remain leaders in their field. 6. Affiliated Health Care Systems Winifred Masterson Burke Rehabilitation Hospital is an affiliate of Montefiore Health System, Inc. The Health System 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. These include, but are not limited to the following: community service plan, community service strategy, accountable care organizations, patient-centered medical home, disease management programs and community outreach. The integration of these innovative approaches support the Health System well in its provision of services to the community. 7. State Filing of Community Benefit Report Winifred Masterson Burke Rehabilitation Hospital files a community service plan with the state of New York. false true false false false false false true false Jeffrey Menkes President/CEO 0 509100 0 348257 0 333689 0 17000 0 0 0 1208046 0 0 Michael J Palumbo MD Trustee 0 744230 0 250000 0 8490 0 132000 0 14288 0 1149008 0 0 Christopher Panczner Trustee 0 856837 0 405900 0 21554 0 621174 0 6578 0 1912043 0 0 Andrew Racine MD PHD Trustee 0 1088736 0 502100 0 446844 0 17000 0 28194 0 2082874 0 0 Scott A Edelman SVP & CFO 247599 0 0 0 11425 0 7453 0 22343 0 288820 0 0 0 Thomas Grandville Director of Pharmacy 176354 0 0 0 0 0 5498 0 23443 0 205295 0 0 0 Mooyeon Oh-Park MD SVP, Chief Medical Officer 262596 0 20000 0 0 0 0 0 20793 0 303389 0 0 0 Marie Spencer VPN, Chief Nursing Officer 188576 0 0 0 0 0 5574 0 8745 0 202895 0 0 0 Brian Swift VP, Plant Operations 176177 0 0 0 0 0 5369 0 23443 0 204989 0 0 0 Steven Tisser VP, Outpatient Services 174086 0 0 0 0 0 5366 0 21293 0 200745 0 0 0 Schedule J, Part I, Line 3 The organization's current CEO compensation is paid and determined by Montefiore Health System, the sole member of the Winifred Masterson Burke's Rehabilitation Hospital. The Compensation Committee of the Montefiore Health System's Board of Trustees reviews and approves ALL FORMS OF COMPENSATION AND BENEFITS provided TO the CEO of Burke 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 ARE DETERMINED BASED ON competitive MARKET PRACTICES FOR COMPARABLE POSITIONS WITH SIMILAR size organizations AND SCOPE OF RESPONSIBILITIES. BONUS AND INCENTIVE compensation 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. Schedule J, Part I, Line 4b During the year, various individuals reported in Form 990, Part VII, Section A, participated in a supplemental nonqualified retirement plan paid by a related organization. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF reasonableness" THE COMPENSATION COMMITTEE OF THE Montefiore Health System's BOARD OF TRUSTEES EXPRESSLY REVIEWED AND APPROVED THESE retirement BENEFIT ARRANGEMENTS 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 Health System AND (B) THE significant CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE Health System 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 Health System. Supplemental Executive Retirement Plan Accrued and unpaid service costs: Christopher Panczner - $604,174 Pooled supplemental executive retirement plan distribution based on multiple years of service: Jeffrey Menkes - $301,743 Andrew D. Racine, M.D.,PH.D - $422,794. Schedule J, Part I, Line 7 Part of the annual incentive awards paid by the organization to an officer were based on the compensation Board discretion. FORM 990, PART VI, SECTION A, LINE 6: MONTEFIORE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7A: THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL, HAS THE AUTHORITY TO appoint and remove members of the Board of Trustees of the Corporation. FORM 990, PART VI, SECTION A, LINE 7B: THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL, HAS THE AUTHORITY TO APPROVE CERTAIN DECISIONS OF THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL BOARD OF DIRECTORS. Such decisions include amendments to the Certificate of Incorporation and Bylaws, approval of the operating and capital budgets and any strategic plans of the corporation, managed care contracting, expansion/subtraction of the Medical Center's operations, and certain administrative procedures, among others. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PREPARED BY THE Montefiore's Tax Department working closely with the Burke's Finance team and assisted by various departments throughout the HEALTH SYSTEM. THE FORM 990 WAS REVIEWED AND APPROVED BY THE VICE PRESIDENT-FINANCE AND THE Burke's Hospital senior leadership 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 BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES Compliance WITH THE CONFLICTS OF INTEREST POLICY BY MEANS OF AN ANNUAL conflict OF INTEREST QUESTIONNAIRE THAT ALL OFFICERS, TRUSTEES AND KEY employees OF THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL ARE required TO COMPLETE. COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE Chairman OF THE EXECUTIVE COMMITTEE AND ANY CONCERNS PRESENTED BY THE responses ARE DISCLOSED TO THE FULL COMMITTEE WITH THE INTERESTED PARTY recused FROM DISCUSSION OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A & 15B: The compensation of the organization's CEO is paid by Montefiore Health System, Inc., the sole member of the Winifred Masterson Burke Rehabilitation Hospital. The compensation of other select senior management of the organization is determined by the Compensation Committee of the Burke's Board of Trustees. The Winifred Masterson Burke Rehabilitation Hospital 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 reviewing and recommending for approval by the member, all decisions related to compensation for selected senior management of the Corporation. 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. Compensation levels are established considering data for comparable organizations, an assessment of management performance (including the services provided to the community), and other business judgement factors, consistent with Burke's executive compensation philosophy. The Committee's decisions are made in the best interest of Burke, 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. FORM 990, PART VI, SECTION C, LINE 19: The conflict of interest policy and governing documents are made available upon request. Form 990, Part XI, Line 9: The other decrease in net assets of $756,628 was due to the increase in the defined pension and other post postretirement plan liabilities to be recognized in future periods. MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 ACD MED CTR NY 501(C)(3) 3 MHS true MMC CORPORATION 111 EAST 210TH STREET BRONX NY 10467 133430322 REAL ESTATE NY 501(C)(3) 12A TYPE I MMC true MMC RESIDENTIAL CORP I INC 3411 WAYNE AVENUE BRONX NY 10467 911943271 STAFF HOUSING NY 501(C)(2) MMC true MONTEFIORE HOSP HOUSING SECTION II INC 3450 WAYNE AVENUE BRONX NY 10467 237160641 STAFF HOUSING NY 501(C)(2) MMC true MOSHOLU PRESERVATION CORPORATION 3400 RESEVOIR OVAL EAST BRONX NY 10467 133109387 COMMUNITY SER NY 501(C)(3) 12A TYPE I MMC true GUN HILL MRI PC 200 EAST GUN HILL ROAD BRONX NY 10467 133734486 DIAG SERVICES NY 501(C)(3) 12A TYPE I MMC true MONTEFIORE NEW ROCHELLE HOSPITAL 16 GUION PLACE NEW ROCHELLE NY 10801 462931956 HOSPITAL NY 501(C)(3) 3 MHS true MONTEFIORE MOUNT VERNON HOSPITAL 12 NORTH SEVENTH AVENUE MOUNT VERNON NY 10550 462916938 HOSPITAL NY 501(C)(3) 3 MHS true SCHAFFER EXTENDED CARE CENTER 16 GUION PLACE NEW ROCHELLE NY 10801 462929888 NURSING 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