NEW JERSEY HOSPITAL ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NEW JERSEY HOSPITAL ASSOCIATION (EIN 21-0618622)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349306699
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:42:51-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVE SO STE 600 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210618622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW JERSEY HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID P LAVINS | InCareOfNm |
| Business Name Control | NEWJ | BusinessNameControlTxt |
| Phone | 6092754000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 Alexander Road PO Box 1 | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085430001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P LAVINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6092754000 | PhoneNum |
| Signature | 2016-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SOMER | PreparerPersonNm |
| PTIN | P00094591 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID P LAVINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 ALEXANDER RD PO BOX 1 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085430001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,249,381 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NJHA.COM | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE NEW JERSEY HOSPITAL ASSOCIATION IS COMMITTED TO QUALITY AND BEING THE STATE'S PREMIER HEALTHCARE ASSOC. FOR ADVOCACY, EDUCATION AND INFORMATION TO PROMOTE QUALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,870,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,616,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,066,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,594,422 | CYProgramServiceRevenueAmt |
| PY Investment Income | $371,674 | PYInvestmentIncomeAmt |
| CY Investment Income | $467,274 | CYInvestmentIncomeAmt |
| PY Other Revenue | $239,924 | PYOtherRevenueAmt |
| CY Other Revenue | $368,229 | CYOtherRevenueAmt |
| PY Total Revenue | $9,548,186 | PYTotalRevenueAmt |
| CY Total Revenue | $10,046,408 | 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 | $5,360,098 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,053,172 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,491,051 | PYOtherExpensesAmt |
| CY Other Expenses | $3,553,829 | CYOtherExpensesAmt |
| PY Total Expenses | $8,851,149 | PYTotalExpensesAmt |
| CY Total Expenses | $8,607,001 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $697,037 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,439,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,872,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,674,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,242,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,752,789 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,629,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,921,694 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NEW JERSEY HOSPITAL ASSOCIATION IS TO BE COMMITTED TO QUALITY AND BEING THE STATE'S PREMIER HEALTHCARE ASSOCIATION FOR ADVOCACY, EDUCATION AND INFORMATION TO PROMOTE QUALITY. IT WORKS WITH ITS MEMBERS AND OTHERS TO PROVIDE HIGH QUALITY HEALTHCARE TO PATIENTS AND PEOPLE THROUGHOUT NEW JERSEY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,790,260 | ExpenseAmt |
| Revenue | $8,107,024 | RevenueAmt |
| Desc | ADMINISTRATION - AS THE PREMIER STATEWIDE HEALTHCARE ASSOCIATION SERVING APPROXIMATELY 459 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 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,804,444 | ExpenseAmt |
| Revenue | $1,297,565 | RevenueAmt |
| Desc | HEALTH ECONOMICS - PROVIDES TIMELY MODELING AND ANALYSIS RELATED TO STATE AND FEDERAL ISSUES IMPACTING HOSPITAL FINANCES AND PROVIDES BENCHMARKING ANALYSIS TO HOSPITALS ON A VARIETY OF FINANCIAL INDICATORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $932,810 | ExpenseAmt |
| Revenue | $39,588 | RevenueAmt |
| Desc | GOVERNMENT RELATIONS AND 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,950,656 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $473,400 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,478,170 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P LAVINS | PersonNm |
| Phone | 6092754000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 ALEXANDER RD PO BOX 1 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085430001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Ryan | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $603,076 | $333,404 | $26,972 | |
| Cynthia A Sorg | ||||||||
| ASSISTANT TO THE PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $118,285 | $17,412 | $20,774 | |
| David P Lavins | ||||||||
| CFO AND ASSISTANT TrEASURER | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $372,230 | $39,419 | |
| MICHAEL MARON | ||||||||
| EX-OFFICIO | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE CARROCINO | ||||||||
| EX-OFFICIO | 0.0 | 0.0 | Yes (X) | $0 | $4,200 | $0 | ||
| stephen k jones | ||||||||
| IMMEDIATE PAST CHAIRMAN | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH K ZASTOCKI | ||||||||
| CHAIRMAN - ELECT | 0.0 | Yes (X) | $0 | $1,300 | $0 | |||
| Leslie D Hirsch | ||||||||
| CHAIRMAN | 0.0 | Yes (X) | $0 | $1,900 | $0 | |||
| Gary S Horan | ||||||||
| Trustee Class of 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A BRENNAN | ||||||||
| VICE CHAIRMAN | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN T GRIBBIN | ||||||||
| EX-OFFICIO | 0.0 | Yes (X) | $0 | $1,300 | $0 | |||
| DOUGLAS A STRUYK | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD P MILLER | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BLOOM | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $1,600 | $0 | |||
| STEVEN G LITTLESON | ||||||||
| TREASURER/CHAIRMAN OF FINANCE | 0.0 | Yes (X) | $0 | $1,900 | $0 | |||
| MARK A DANIELE | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN K CARDILE | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER J HATALA | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P WISE | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH DEVINE | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GONZALEZ | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LORI HERNDON | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ADRIENNE KIRBY | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARRY RABNER | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND FREDERICKS | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $2,200 | $0 | |||
| ROBERT GARRETT | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SAVINO | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN SLAVIN | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA STEINGALL | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSPEH DIPAOLO | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $1,900 | $0 | |||
| AMY B MANSUE | ||||||||
| SECRETARY | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER KOSSEFF | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN A WALTON | ||||||||
| TRUSTEE CLASS OF 2015 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SISTER PATRICIA CODEY | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY HOGAN | ||||||||
| TRUSTEE CLASS OF 2016 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J CARNIOL | ||||||||
| EX-OFFICIO | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN HOPKINS | ||||||||
| Senior Vice PresidenT | 40.0 | Yes (X) | $355,055 | $0 | $38,841 | |||
| ALINE HOLMES | ||||||||
| Senior Vice PresidenT | 40.0 | Yes (X) | $261,454 | $0 | $34,894 | |||
| Kerry McKean-Kelly | ||||||||
| Vice President | 40.0 | Yes (X) | $218,359 | $0 | $33,887 | |||
| Theresa L Edelstein | ||||||||
| Vice President | 40.0 | Yes (X) | $191,360 | $0 | $33,921 | |||
| Roger D Sarao | ||||||||
| Vice President | 40.0 | Yes (X) | $201,065 | $0 | $26,471 | |||
| SARAH LECHNER | ||||||||
| in house counsel | 40.0 | Yes (X) | $126,840 | $0 | $14,658 | |||
| JOHN SLOTMAN | ||||||||
| VICE PRESIDENT | 40.0 | Yes (X) | $210,141 | $0 | $13,557 | |||
| NEIL EICHER | ||||||||
| Vice President | 40.0 | Yes (X) | $168,821 | $0 | $16,801 | |||
| KAREN ALI | ||||||||
| in house counsel | 40.0 | Yes (X) | $123,343 | $0 | $13,482 | |||
| joseph carr | ||||||||
| chief information officer | 40.0 | $0 | $233,423 | $37,417 | Yes (X) | |||
| TIMOTHY J KEOUGH | ||||||||
| VICE PRESIDENT | 40.0 | $0 | $203,615 | $26,567 | Yes (X) | |||
| MICHAEL GUERRIERO | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | $0 | $224,158 | $31,876 | Yes (X) | |||
| JOHN DAWIDOWSKI | ||||||||
| CEO HEFCU | 40.0 | $0 | $200,375 | $18,505 | Yes (X) | |||
| BELINDA B COOPER | ||||||||
| VICE PRESIDENT | 40.0 | $0 | $174,976 | $32,327 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,577,799 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,775,893 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $460,369 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Applied Medical Software Inc | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 Haddon Ave | AddressLine1Txt |
| City | COLLINGSWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MEDICAL CONSULTING | ServicesDesc |
| Compensation | $734,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,439,955 | MembershipDuesAmt |
| All Other Contributions | $176,528 | AllOtherContributionsAmt |
| Total Contributions | $7,616,483 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE GAINSHARING PROJECT | 900099 | $1,290,750 | $1,290,750 |
| COOPERATIVE HEALTH PROGRAMS | 541900 | $296,772 | $296,772 |
| PUBLICATIONS OF RESEARCH | 900099 | $6,900 | $6,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,594,422 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,024 | TotalRevenueColumnAmt |
| Exclusion | $176,024 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $494,223 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $202,973 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,250 | TotalRevenueColumnAmt |
| Exclusion | $291,250 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $85,788 | $14,600 |
| ANNUAL MEETING | 900099 | $153,610 | $153,610 |
| RECOVERY OF BAD DEBTS | 900099 | $128,831 | $128,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $368,229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,046,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,594,422 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $764,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
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 | $2,577,799 | 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 | $1,706,505 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,737 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,474 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,657 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,510 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,000 | 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 | $855,217 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,165 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,079 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,276 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,335 | TotalAmt |
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 | $369,749 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,839 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,185 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MISCELLANEOUS | $103,641 |
| PURCHASED SERVICES | $177,797 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,607,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,632 | BOYAmt |
| EOY | $419,865 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,990,112 | BOYAmt |
| EOY | $6,510,013 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,700,480 | BOYAmt |
| EOY | $7,090,447 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,449 | BOYAmt |
| EOY | $338,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $409,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $387,670 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,274 | BOYAmt |
| EOY | $21,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,898,752 | BOYAmt |
| EOY | $10,034,931 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,908,272 | BOYAmt |
| EOY | $20,924,784 | 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 | $66,854,039 | BOYAmt |
| EOY | $70,334,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,872,010 | BOYAmt |
| EOY | $115,674,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,956,581 | BOYAmt |
| EOY | $3,079,609 | 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 | $8,162,453 | BOYAmt |
| EOY | $8,199,211 | 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 | $62,123,004 | BOYAmt |
| EOY | $65,473,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,242,038 | BOYAmt |
| EOY | $76,752,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,629,972 | BOYAmt |
| EOY | $38,921,694 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| 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 | $38,629,972 | BOYAmt |
| EOY | $38,921,694 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,872,010 | BOYAmt |
| EOY | $115,674,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,439,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$397,717 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$749,968 | 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 | false | FederalGrantAuditRequiredInd |
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 | |
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,471 | DepreciationAmt |
| Book Value | $20,469 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,433 | DepreciationAmt |
| Book Value | $1,187 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $287,881 | OtherCostOrOtherBasisAmt |
| Depreciation | $287,766 | DepreciationAmt |
| Book Value | $115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,771 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARY | Desc |
| Book Value | $20,924,784 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,924,784 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| UNEMPLOYMENT COMP RESERVE FUND | $65,473,969 |
| CASH VALUE SPLIT DOLLAR LIFE | $3,066,273 |
| SERP DEF COMP 457 PLAN | $1,075,985 |
| PENSION ASSET | $718,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $70,334,315 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEMPLOYMENT COMP RESERVE FUND | Desc |
| Amt | $65,473,969 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $65,473,969 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | part x, line 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEAR 2012 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Ryan | |||||||||||||
| PRESIDENT & CEO | $479,808 | $184,478 | $49,642 | $148,926 | $73,626 | $0 | $26,500 | $0 | $472 | $0 | $630,048 | $333,404 | |
| Cynthia A Sorg | |||||||||||||
| ASSISTANT TO THE PRESIDENT | $116,742 | $0 | $0 | $17,412 | $1,543 | $0 | $12,092 | $0 | $8,682 | $0 | $139,059 | $17,412 | $0 |
| David P Lavins | |||||||||||||
| CFO AND ASSISTANT TrEASURER | $288,760 | $62,976 | $20,494 | $26,500 | $12,919 | $411,649 | |||||||
| SEAN HOPKINS | |||||||||||||
| Senior Vice PresidenT | $290,829 | $61,904 | $2,322 | $26,500 | $12,341 | $393,896 | |||||||
| ALINE HOLMES | |||||||||||||
| Senior Vice PresidenT | $210,167 | $29,096 | $22,191 | $22,302 | $12,592 | $296,348 | |||||||
| Kerry McKean-Kelly | |||||||||||||
| Vice President | $197,396 | $19,721 | $1,242 | $20,068 | $13,819 | $252,246 | |||||||
| Theresa L Edelstein | |||||||||||||
| Vice President | $171,271 | $17,767 | $2,322 | $18,112 | $15,809 | $225,281 | |||||||
| Roger D Sarao | |||||||||||||
| Vice President | $179,188 | $21,067 | $810 | $17,789 | $8,682 | $227,536 | |||||||
| joseph carr | |||||||||||||
| chief information officer | $203,859 | $27,242 | $2,322 | $21,608 | $15,809 | $270,840 | |||||||
| TIMOTHY J KEOUGH | |||||||||||||
| VICE PRESIDENT | $169,235 | $33,143 | $1,237 | $14,906 | $11,661 | $230,182 | |||||||
| JOHN SLOTMAN | |||||||||||||
| VICE PRESIDENT | $189,842 | $19,813 | $486 | $13,557 | $223,698 | ||||||||
| MICHAEL GUERRIERO | |||||||||||||
| SENIOR VICE PRESIDENT | $187,497 | $34,339 | $2,322 | $19,756 | $12,120 | $256,034 | |||||||
| JOHN DAWIDOWSKI | |||||||||||||
| CEO HEFCU | $170,647 | $26,219 | $3,509 | $17,105 | $1,400 | $218,880 | |||||||
| NEIL EICHER | |||||||||||||
| Vice President | $164,368 | $4,040 | $413 | $8,156 | $8,645 | $185,622 | |||||||
| BELINDA B COOPER | |||||||||||||
| VICE PRESIDENT | $154,452 | $18,295 | $2,229 | $16,518 | $15,809 | $207,303 | |||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B: | NEW JERSEY HOSPITAL ASSOCIATION MAINTAINS A 457(F) SUPPLEMENTAL RETIREMENT PLAN FOR SENIOR STAFF. ELIZABETH RYAN, DAVID P. LAVINS, SEAN HOPKINS, SARAH LECHNER, AND ALINE HOLMES ARE PARTICIPANTS IN THE "PLAN". EMPLOYER CONTRIBUTIONS TOTALING $213,298 WERE FUNDED IN 2015 TO THIS "PLAN". NEW JERSEY HOSPITAL ASSOCIATION MAINTAINS A 457(B) SUPPLEMENTAL RETIREMENT PLAN FOR SENIOR STAFF. ELIZABETH RYAN, DAVID P. LAVINS, SEAN HOPKINS, SARAH LECHNER, AND ALINE HOLMES ARE PARTICIPANTS IN THE "PLAN". THE PLAN IS FUNDED EXCLUSIVELY BY VOLUNTARY EMPLOYEE CONTRIBUTIONS. ALINE HOLMES AND SARAH LECHNER WERE THE ONLY ACTIVE PARTICIPANTs IN THIS PLAN AS OF 12/31/2015. |
| PART 1, LINE 4A: | SARAH LECHNER RECEIVED A SEVERANCE PAYMENT OF $31,538. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, LINE 1: | IT WORKS WITH ITS MEMBERS AND OTHERS TO PROVIDE HIGH QUALITY HEALTHCARE TO PATIENTS AND PEOPLE THROUGHOUT NEW JERSEY. |
| FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: | COMMUNICATIONS AND MEMBER SERVICES GME POLICY/TEACHING HOSPITALS LEGAL AFFAIRS CLINICAL AFFAIRS TRUSTEE RELATIONS RWJ ACA NATIONAL HOSPITAL DATA GRANT EXPENSES OF $1,950,656 REVENUE OF $473,400 |
| FORM 990, PART VI, SECTION A, LINE 6: | MEMBERS CONSIST OF NEW JERSEY HOSPITALS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | TRUSTEES ARE ELECTED BY MEMBER HOSPITALS. |
| FORM 990, PART VI, SECTION B, LINE 11: | FORM 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE AND MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BOARD VIA SECURE WEBLINK BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C: | IN ACCORDANCE WITH THE NJHA "CODE OF CONDUCT", ALL EMPLOYEES ARE REQUIRED TO REPORT ANY "CONFLICTS OF INTEREST" (WHICH INCLUDES FAMILY 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 CONFLICTS. NJHA ALSO USES A "1-800" HOTLINE FOR CODE OF CONDUCT VIOLATIONS. |
| FORM 990, PART VI, SECTION C, LINE 18: | A SIGNED COPY OF THE FORM 990 AND SUPPLEMENTAL SCHEDULES WILL BE PROVIDED TO GUIDESTAR FOR POSTING ON THEIR WEBSITE SO IT IS AVAILABLE FOR PUBLIC INSPECTION. |
| form 990, part vi, section c, line 19: | NJHA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NJHA'S CERTIFICATE OF INCORPORATION IS AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE. |
| FORM 990, PART VII, SECTION A, LINE 1, COLUMN (B): | TRUSTEES OF THE ORGANIZATION MEET APPROXIMATELY SIX TIMES A YEAR. ON A WEEKLY BASIS, THE AMOUNT OF TIME FROM THIS SERVICE IS NOMINAL. THEREFORE, ZERO HOURS ARE REPORTED. CERTAIN BOARD MEMBERS, ELIZABETH RYAN, DAVID LAVINS AND CYNTHIA SORG ARE ALSO EMPLOYEES OF THE ORGANIZATION AND RELATED ORGANIZATIONS AND ARE BEING COMPENSATED AS SUCH, NOT FOR SERVICES AS A BOARD MEMBER. |
| FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: | Minimum pension liability adjustment (173,856) NJHA Dues Refund (592,624) Equity earnings of subsidiary 16,512 Total to form 990, Part XI, Line 9 (749,968) |
| FORM 990, PART VI, SECTION B, LINE 15: | OUTSIDE COMPENSATION CONSULTANTS ROUTINELY REVIEW TOTAL COMPENSATION FOR THE CEO, CFO AND OTHER SENIOR MANAGEMENT PERSONNEL WITH THE EXECUTIVE COMPENSATION COMMITTEE. 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. |
| FORM 990, PART VI, SECTION A, LINE 1: | THERE ARE 36 TRUSTEES LISTED, BUT ONLY 33 ARE VOTING MEMBERS OF THE GOVERNING BODY SINCE ELIZABETH RYAN, CYNTHIA SORG AND DAVID LAVINS ARE NON-VOTING MEMBERS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH RESEARCH & EDUCATIONAL TR OF NJ | |||||||||
| 760 ALEXANDER ROAD PO BOX 1 | PRINCETON | NJ | 08543 | 226064970 | RESRCH & EDU. | NJ | 501(C)(3) | 7 | false |
| HEALTHCARE EMPLOYEES FEDERAL CR UNION | |||||||||
| 29 EMMONS DRIVE | PRINCETON | NJ | 08540 | 222570818 | COOP FIN INST | NJ | 501(C)(1) | false | |
| NJHA HEALTHPAC | |||||||||
| 760 ALEXANDER ROAD PO BOX 1 | PRINCETON | NJ | 08543 | 222978626 | PAC | NJ | 527 | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NJHA HEALTHCARE BUSINESS SOLUTIONS inc | ||||||||||||
| 760 ALEXANDER ROAD po box 1 | PRINCETON | NJ | 085430001 | 222325161 | ADMINSTRATive | NJ | NEW JERSEY HOSP | C-Corp | $16,512 | $25,311,167 | Yes (true) | |
| NEW JERSEY HOSPITAL ASSOCIATION INS FUND | ||||||||||||
| 760 ALEXANDER ROAD po box 1 | PRINCETON | NJ | 085430001 | 226136100 | PURCH. group | NJ | NA | Trust | $0 | $0 | false | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | 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 | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NJHA Healthcare Business Solutions | ||
| A | $667 | PROP. OWNERSHIP |
| NJHA Healthcare Business Solutions | ||
| K | $181,276 | square footage |
| NJHA Healthcare Business Solutions | ||
| N | $0 | SHARED MAILING |
| NJHA Healthcare Business Solutions | ||
| O | $633,455 | 3/4 CEO'S TIME |
| NJHA Healthcare Business Solutions | ||
| P | $1,374,036 | SERVICE ALLOC. |
| NJHA Healthcare Business Solutions | ||
| Q | $466,164 | SERVICE ALLOC. |
| NJHA Healthcare Business Solutions | ||
| R | $1,430,666 | ACTUAL CASH TRN |
| NJHA HEALTHCARE BUSINESS SOLUTIONS | ||
| S | $1,059,092 | ACTUAL CASH TRN |
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