MONTGOMERY HOSPITAL: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY HOSPITAL (EIN 23-1352193)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201501359349305760
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T13:39:36-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352193EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY HOSPITAL CO EINSTEIN MEDICALBusinessNameLine1
Business Name Line2CENTERBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% STEVEN NEARINGInCareOfNm
Business Name ControlMONTBusinessNameControlTxt
Phone2154567490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15501 OLD YORK ROADAddressLine1
Address Line2SuiteAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code19141ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY R FREEDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2673303000PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW D PETROSKI DIRECTORPreparerPersonNm
PTINP00853132PTIN
Phone2673303000PhoneNum
Preparation2015-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBARRY R FREEDMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15501 OLD YORK ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19141ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,892,592GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EINSTEIN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionProvides Acute Care Health servcies to the communityActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$133,929PYContributionsGrantsAmt
CY Contributions Grants$51,077CYContributionsGrantsAmt
PY Program Service Revenue$24,395,386PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$195,532PYInvestmentIncomeAmt
CY Investment Income$3,332,349CYInvestmentIncomeAmt
PY Other Revenue$451,755PYOtherRevenueAmt
CY Other Revenue$509,166CYOtherRevenueAmt
PY Total Revenue$24,785,538PYTotalRevenueAmt
CY Total Revenue$3,892,592CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,361,082PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$898,682CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$21,800,140PYOtherExpensesAmt
CY Other Expenses$15,559,242CYOtherExpensesAmt
PY Total Expenses$35,161,222PYTotalExpensesAmt
CY Total Expenses$16,457,924CYTotalExpensesAmt
PY Revenues Less Expenses-$10,375,684PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$12,565,332CYRevenuesLessExpensesAmt
Total Assets BOY$38,780,337TotalAssetsBOYAmt
Total Assets EOY$31,381,887TotalAssetsEOYAmt
Total Liabilities BOY$22,941,756TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,168,088TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,838,581NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$786,201NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Expense$0ExpenseAmt
DescMONTGOMERY HOSPITAL ADMITS AND TREATS ALL INDIVIDUALS WHO REQUIRE SERVICES REGARDLESS OF THEIR ABILITY TO PAY FOR THOSE SERVICES. THESE INCLUDE ACUTE CARE ADMISSIONS, PSYCHIATRIC CARE ADMISSIONS, OUTPATIENT SERVICES, AND PATIENT SERVICES IN THE REGULAR EMERGENCY UNIT. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF MONTGOMERY HOSPITAL, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. DESPITE THIS, THE HOSPITAL'S MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND AN OVERALL COMMITMENT TO SERVICE ITS COMMUNITY. THESE SERVICES INCLUDE: FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY AND ARE PROVIDED WHERE THE NEED AND/OR AN INDIVIDUAL'S INABILITY TO PAY COEXISTS. HEALTH ACTIVITIES AND PROGRAMS INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. UNCOMPENSATED CARES IS PROVIDED BY THE HOSPITAL IN CONNECTION WITH THESE COMMUNITY SERVICES. UNCOMPENSATED CARE INCLUDES CHARITY CARE AND BAD DEBTS FROM PROVIDING UNREIMBURSED SERVICES TO INDIVIDUALS. UNCOMPENSATED CARE ALSO INCLUDES SERVICES PROVIDED UNDER FEDERAL MEDICARE AND STATE MEDICAL ASSISTANCE PROGRAMS WHERE REIMBURSEMENT WAS LESS THAN THE COST OF SERVICES PROVIDED.Desc
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVEN NEARINGPersonNm
Phone2154566760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15501 OLD YORK ROADAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19141ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Steven Berk Esq
Chairman2.05.0Yes (X)Yes (X)$0$0$0
John E F Corson
Vice Chairman2.04.0Yes (X)Yes (X)$0$0$0
Barry R Freedman
President2.040.0Yes (X)Yes (X)$0$2,593,809$793,150
Penny J Rezet Esq
Secretary2.040.0Yes (X)$0$521,287$35,452
David Ertel
Treasurer2.040.0Yes (X)$0$440,815$12,056
Mollie Becker
Assist. Secretary2.040.0Yes (X)$0$77,620$180
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,633,531TotReportableCompRltdOrgAmt
Total Other Compensation$840,838TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonAllied Barton SecurityPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 828854AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19182ZIPCode
FieldValueIRS element (for citing)
ServicesSecurity ServicesServicesDesc
Compensation$211,272CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$51,077AllOtherContributionsAmt
Total Contributions$51,077TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$716,121TotalRevenueColumnAmt
Exclusion$716,121ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$459,747RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$459,747RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$459,747TotalRevenueColumnAmt
Exclusion$459,747ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,616,228SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,616,228SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,616,228TotalRevenueColumnAmt
Exclusion$2,616,228ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC REVENUEDesc
Total Revenue Column$49,419TotalRevenueColumnAmt
Related Or Exempt Func Income$49,419RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$49,419OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,892,592TotalRevenueColumnAmt
Related Or Exempt Func Income$49,419RelatedOrExemptFuncIncomeAmt
Exclusion$3,792,096ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$538,020TotalAmt
Management And General$538,020ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$360,662TotalAmt
Management And General$360,662ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$320,386TotalAmt
Management And General$320,386ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,445TotalAmt
Management And General$1,445ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$239,335TotalAmt
Management And General$239,335ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,809TotalAmt
Management And General$17,809ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$10,234,418TotalAmt
Management And General$10,234,418ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$220,108TotalAmt
Management And General$220,108ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,114,307TotalAmt
Management And General$4,114,307ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$411,434TotalAmt
Management And General$411,434ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,457,924TotalAmt
Program Services$0ProgramServicesAmt
Management And General$16,457,924ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,669,040BOYAmt
EOY$657,407EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY-$1,074,309BOYAmt
EOY$2,751EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY-$3,658,739BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$121,987,758LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$120,584,860LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,174,559BOYAmt
EOY$1,402,898EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$372,423BOYAmt
EOY$6,739,566EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$15,542,270BOYAmt
EOY$228,125EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,755,093BOYAmt
EOY$22,351,140EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,780,337BOYAmt
EOY$31,381,887EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,079,435BOYAmt
EOY$20,502,513EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$140,676BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,721,645BOYAmt
EOY$11,665,575EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,941,756BOYAmt
EOY$32,168,088EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,594,109BOYAmt
EOY-$10,369,070EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$534,899BOYAmt
EOY$577,772EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,709,573BOYAmt
EOY$9,005,097EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,838,581BOYAmt
EOY-$786,201EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,780,337BOYAmt
EOY$31,381,887EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$12,565,332ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,581,295NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,478,155OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,706,816BeginningYearBalanceAmt
Investment Earnings Or Losses$1,298,281InvestmentEarningsOrLossesAmt
End Year Balance$9,005,097EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,963,007BeginningYearBalanceAmt
Investment Earnings Or Losses$743,809InvestmentEarningsOrLossesAmt
End Year Balance$7,706,816EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,042,313BeginningYearBalanceAmt
Investment Earnings Or Losses-$79,306InvestmentEarningsOrLossesAmt
End Year Balance$6,963,007EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,897,316BeginningYearBalanceAmt
Investment Earnings Or Losses$1,144,997InvestmentEarningsOrLossesAmt
End Year Balance$7,042,313EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,385,697BeginningYearBalanceAmt
Investment Earnings Or Losses$511,619InvestmentEarningsOrLossesAmt
End Year Balance$5,897,316EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,828,592OtherCostOrOtherBasisAmt
Depreciation$48,425,694DepreciationAmt
Book Value$1,402,898BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$72,100,947OtherCostOrOtherBasisAmt
Depreciation$72,100,947DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,220OtherCostOrOtherBasisAmt
Depreciation$58,220DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,402,898TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
RECOVERABLE PROF LIAB$1,297,000
INTEREST IN ASSETS OF FOUNDA$12,045,343
OTHER ASSETS$9,008,797
FieldValueIRS element (for citing)
Total Book Value Other Assets$22,351,140TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PROFESSIONAL LIABILITY$7,932,000
DUE TO AFFILIATES$3,733,575
FieldValueIRS element (for citing)
Total Liability$11,665,575TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V Line 4FormAndLineReferenceDesc
ExplanationMontgomery Hospital is the partial or 100% owner of 9 endowment funds. 8 of the funds have distributions to the hospital. 1 fund distributes to the George Ralston funds. The purpose of the fund is to pay for continued education seminars for the graduates of the Montgomery School of NursingExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Barry R Freedman
President$0$1,042,586$0$366,080$0$1,185,143$0$0$0$0$0$2,593,809$0$1,175,405
Penny J Rezet Esq
Secretary$0$360,227$0$123,499$0$37,561$0$0$0$0$0$521,287$0$0
David Ertel
Treasurer$0$399,489$0$357$0$40,969$0$0$0$0$0$440,815$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 4bBARRY FREEDMAN AND SUSAN BERNINI PARTICIPATE IN A 457 (F) SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN AND RECEIVED $1,015,971 AND $385,868 RESPECTIVELY, FROM SUCH PLAN.
SCHEDULE J, PART I, LINE 7THE ORGANIZATION HAS IN PLACE A PAY FOR PERFORMANCE PLAN WHERE CERTAIN EXECUTIVES MAY EARN A PERCENTAGE OF SUCH INDIVIDUAL EXECUTIVE'S BASE SALARY, DEPENDING UPON WHETHER HE OR SHE ACHIEVES INDIVIDUAL GOALS SET IN ADVANCE AND WHETHER THE ORGANIZATION MEETS A FINANCIAL PERFORMANCE THRESHOLD. THE ACTUAL PAYMENT MADE DEPENDS UPON WHETHER ALL OR A PORTION OF THE GOALS HAVE BEEN ACHIEVED IN THE TIME FRAME SPECIFIED. THE DECISION AS TO WHETHER INCENTIVE COMPENSATION IS AWARDED TO THE ELIGIBLE EXECUTIVES IS MADE BY THE COMPENSATION COMMITTEE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 Part VI Sect A Line 6THE ALBERT EINSTEIN HEALTHCARE NETWORK IS A NOT-FOR-PROFIT CORPORATION THAT CONTROLS RELATED ORGANIZATIONS IN A HEALTH CARE DELIVERY SYSTEM SERVING THE GREATER DELAWARE VALLEY THROUGH SOLE MEMBERSHIP IN THOSE RELATED ORGANIZATIONS. THE ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN"), THE PARENT COMPANY, TOGETHER WITH ITS RELATED MEMBER ORGANIZATIONS, COMPRISES THE ALBERT EINSTEIN HEALTHCARE NETWORK ("NETWORK").
Form 990 Part VI Sect A Line 7aBoard members and officers are elected by the Albert Einstein Healthcare Network Board.
Form 990 Part VI Line 7bA majority of elected board members at a meeting constitutes a quorum. A board vote at a meeting with a quorum carries action.
Form 990 Part VI Secton B Line 11The form 990 is prepared in connection with Albert Einstein Healthcare Netowrk's independent accounting firm and is reviewed by Albert Einstein Healthcare Network's management. The form 990 is then provided to the Audit Committee of the governing body for review. After review, but prior to filing, the returns are mailed to the govering board.
Form 990 Part VI, Sect B Line 15A Compensation Committee is used to approve the compensation for the officers. An outside company is used to complete comparability studies. An outside review of the survey is completed by an independent firm. The compensation committee reviews the data and ulitmately approves or dissapproves of any executive compensation. There are documented minutes of the Compensation Committee meetings. These minutes are kept confidential.
Form 990 Part VI Sect C line 19Financial Statements are available to the public upon request.
Form 990 Part XI, Line 9Increase in Assets held by trustees 1,295,524 Change in Pension Provision -2,773,679 __________ -1,478,155 ==========
FORM 990, PART VI, SECTION B POLICIES, LINE 12CIn accordance with organization policy, each member of the Board of Trustees, all key employees and officers are required annually to complete a comprehensive conflict of interest disclosure for review by the governance committee of the board of trustees and are required to update such disclosures if there are any changes. Any actual or potential conflicts of interest are discussed and resolved in accordance with specific guidelines and reported to the board of Trustees.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
Fornance Physician Services
1330 Powell STNorristownPA19401232275991health carePA501(c)(3)11AAEHNYes (true)
Montgomery Health Foundation
1330 Powell StNorristownPA19401222456265SupportPA501(c)(3)11bAEHNYes (true)
Montgomery Hospital Workers Compensation
5501 Old York RdPhiladelphiaPA19141232351775insurancePA501(c)(3)11aAEHNYes (true)
Broadline Risk Retention Group
100 Bank StreetBurlingtonVT05401272583356InsuranceVT501(c)(3)11AAEHNYes (true)
Albert Einstein Heatlhcare Ntwk Group
5501 Old York RdPhiladelphiaPA19141465338502health carePA501(c)(3)3AEHNYes (true)
Albert Einstein Healthcare Network
5501 Old York RdPhiladelphiaPA19141232290323managementPA501(c)(3)11ANAfalse
GHMC Management
101 E Olney Avenue Einstein PlazaPhiladelphiaPA19120232225809managementPA501(c)(3)11AAEHNYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EinsteinUSP Surgery Centers LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 W Germantown PikeAddressLine1
CityEast NorritonCity
StatePAState
ZIP Code19401ZIPCode
FieldValueIRS element (for citing)
EIN800790232EIN
Primary ActivitiesMedical ServicePrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AEHNBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income-$951,250ShareOfTotalIncomeAmt
Share Of EOY Assets$192,467ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.80000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CMMC Inc
1330 Powell St Suite 309NorristownPA19401232256479managementPAAEHNC corp-$98,453$3,007,3161.00000Yes (true)
Einstein Healthcare Systems Inc
101 E Olney AvePhiladelphiaPA19120232314938Holding CoPAAEHNC Corp$1,490,7541.00000Yes (true)
Rehab Ventures Inc
1200 W Tabor RoadPhiladelphiaPA19141232619394Holding CoPAAEHN GroupC Corp-$60,574$1,825,1201.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Fornance Physician Services Inc
b$10,234,418Cash
Albert Einstein Healthcare Network Group
j$247,267cash

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