FURP.ORG / PUBLIC DATA EXPLORER

NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING (EIN 13-1624135)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-01-28
IRS object ID
201300289349301165
Schema version
2011v1.5
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)
Timestamp2013-01-28T20:12:17-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 2600AddressLine1
CityIndianapolisCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131624135EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1New York Society for the ReliefBusinessNameLine1
Business Name Line2of the Ruptured and Crippled Maintaining theBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% MARC GOULDInCareOfName
Name ControlNEWYNameControl
Phone2126061000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1535 EAST 70TH ST STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTACEY MALAKOFFName
TitleEXECUTIVE VP & CFOTitle
Date Signed2013-01-28DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3176817000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLOUIS SHAPIRONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1535 EAST 70TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
Gross Receipts721196292GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.hss.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1863YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL, AND ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY, AND THEIR RELATED DISCIPLINES.ActivityOrMissionDescription
Nbr Voting Members Governing Body47NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees4301TotalNbrEmployees
Total Nbr Volunteers352TotalNbrVolunteers
Total Gross UBI-10020TotalGrossUBI
Net Unrelated Business Txbl Income-15270NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year44853465ContributionsGrantsPriorYear
Contributions Grants Current Year62174176ContributionsGrantsCurrentYear
Program Service Revenue Prior Year574090241ProgramServiceRevenuePriorYear
Program Service Revenue CY618543800ProgramServiceRevenueCY
Investment Income Prior Year511041InvestmentIncomePriorYear
Investment Income Current Year3522070InvestmentIncomeCurrentYear
Other Revenue Prior Year33895459OtherRevenuePriorYear
Other Revenue Current Year34919858OtherRevenueCurrentYear
Total Revenue Prior Year653350206TotalRevenuePriorYear
Total Revenue Current Year719159904TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year313635075SalariesEtcPriorYear
Salaries Etc Current Year350134101SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year286495810OtherExpensePriorYear
Other Expenses Current Year301634566OtherExpensesCurrentYear
Total Expenses Prior Year600130885TotalExpensesPriorYear
Total Expenses Current Year651768667TotalExpensesCurrentYear
Revenues Less Expenses Prior Year53219321RevenuesLessExpensesPriorYear
Revenues Less Expenses CY67391237RevenuesLessExpensesCY
Total Assets BOY791821780TotalAssetsBOY
Total Assets EOY940145643TotalAssetsEOY
Total Liabilities BOY378766335TotalLiabilitiesBOY
Total Liabilities EOY517295872TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY413055445NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY422849771NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF HOSPITAL FOR SPECIAL SURGERY IS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL AND TO ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEYMATOLOGY, AND THEIR RELATED DISCIPLINES THROUGH RESEARCH AND EDUCATION. WE DO THIS REGARDLESS OF RACE, COLOR, CREED, SEXUAL ORIENTATION, OR ETHNIC ORIGIN.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense509833258Expense
Grants0Grants
Revenue614626933Revenue
DescriptionPATIENT CARE: HOSPITAL FOR SPECIAL SURGERY IS COMMITTED TO PROVIDING WORLD-CLASS CARE TO ITS PATIENTS AND HELPING THEM TO REGAIN THEIR MOBILITY, WHILE ALSO ADVANCING RESEARCH INITIATIVES TO EXPLORE AND IMPROVE TREATMENTS FOR ORTHOPEDIC AND RHEUMATOLOGIC CONDITIONS. IN 2011, HOSPITAL FOR SPECIAL SURGERY OPERATED 188 STAFFED BEDS (172 STAFFED BEDS PRIOR TO SEMPTEMBER 9, 2011) AND 29 OPERATING ROOMS (29 PRIOR TO MARCH 2010). WE PERFORMED 25,709 SURGERIES, AN INCREASE OF 549 OVER THE PRIOR YEAR, WHILE NON-SURGICAL OUTPATIENT VISITS NUMBERED 320,727, 15,658 MORE THAN 2010. HOSPITAL FOR SPECIAL SURGERY PROVIDED INPATIENT CARE TO 13,457 PATIENTS, 78 LESS THAN LAST YEAR. OF THOSE IN 2011, 13,096 WERE SURGICAL. TOTAL AMBULATORY SURGICAL CASES NUMBERED 12,459, AN INCREASE OF 747 FROM 2010. THE HOSPITAL HAS A DIVERSE PATIENT POPULATION SERVING THOSE WITH PUBLIC INSURANCE (MEDICARE AND MEDICAID), PRIVATE INSURANCE (VARIOUS PAYORS) AND THE UNINSURED. THE HOSPITAL MAINTAINS A FINANCIAL ASSISTANCE PROGRAM TO ASSIST THOSE THAT CAN NOT PAY FOR ITS SERVICES AND PROVIDES NUMEROUS OTHER COMMUNITY BENEFIT PROGRAMS. HOSPITAL FOR SPECIAL SURGERY IS ALSO RECOGNIZED AS A MAGNET HOSPITAL FOR EXCELLENCE IN NURSING CARE. THE HOSPITAL IS RECOGNIZED FOR ITS EXCELLENCE IN PATIENT CARE AND IS CONSISTENTLY RANKED BY U.S. NEWS AND WORLD REPORT IN ITS SPECIALTIES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense33443536Expense
Grants0Grants
Revenue30478492Revenue
DescriptionRESEARCH: The Research Division of Hospital for Special Surgery continued its activities in 2011 toward enhancing and expanding our research in musculoskeletal diseases. Research at Hospital for Special Surgery works to advance the understanding and treatment of musculoskeletal disorders through basic, translational and clinical research and education. The goals are to identify genetic, environmental, cellular, structural and molecular mechanisms underlying disorders important in orthopedics, rheumatology and related disciplines and to discover effective approaches for diagnosis prevention, and treatment of these disorders. The Research Division is funded by an operating budget of $32 million, supported in part by approximately $19 million in extramural funds, including $12 million from federal grants. This research resulted in 239 publications from 86 scientists in 2011. Highlights for 2011 include: Translating scientific discoveries into clinical practice, expanding the osteoarthritis (OA) initiative by hosting an international conference on OA, publishing results of our extensive research portfolio in rheumatoid arthritis in leading scientific journals, and expanding our clinical research utilizing data from 44 research registries containing information on more than 75,000 patients.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense26849859Expense
Grants0Grants
Revenue6977203Revenue
DescriptionEDUCATION AND ACADEMIC AFFAIRS: The Hospital for Special Surgery Education & Academic Affairs Division continued to make strides towards the mission to be "The Most Trusted Educator" in the field of Musculoskeletal Medicine for patients, physicians, allied health professionals and the general public. In 2011 we strengthened strategic partnerships with our 25 education and academic affairs advisory committees and institutional partners, as well as furthering external community relations, which are now global in scope. The Hospital's Education & Academic Affairs Division trained 42 residents, 82 fellows, and 135 medical students, and credentialed 200 in-rotators and 250 consults. In addition, we reached approximately 40,000 participants through education programs. This is a 30% increase from 2010, in which we disseminated state-of-the-art education programs through our establishment of ACGME Programs, CME accredited activities, Bioskills Education Laboratory sessions, International Learning and Training Center initiatives, Kim Barrett Memorial Medical Library users, and Public and Patient Education constituents. We continue to set the highest standard with our ACCME accredited programs with accreditation and facilitation of 11 live CME and 26 live professional education activities, 19 regularly scheduled sessions and providing 26,575 CME & 245 CEU credits. In 2011, we continued to identify quality performance initiatives that will be integrated into CME programs for our faculty and house staff in 2012.Description
FieldValueIRS element (for citing)
Total Program Service Expense570126653TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096290NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4301NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members47NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
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Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARC GOULDNamePerson
Telephone Number2126061323TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1535 EAST 70TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (62 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Mathias Bostrom
Ass. Attending -Left in FY201114.41X174686022570
Mary Crow
Physician-in-Chief60.0X663043047082
Charles Cornell
Attending Physician19.31X21702642048
Jonathan Deland
Attending Physician6.35X7337332276
Steven Goldring
Chief Scientific Officer60.0X59972645294
Gregory Liguori
Medical Director38.5X50943947127
Thomas Sculco
Surgeon-in-Chief54.0X111430850634X
Russell Warren
Attending Physician5.18X77187028232
Philip Wilson Jr
Attending Physician0.86X08781729637
Atiim Barber
Member - Left in FY20110.14X000
James M Benson
Member0.37X
Daniel C Benton
Member0.21X
Richard A Brand MD
Member0.59X
Peter L Briger Jr
Member1.15X
Michael Brooks
Member0.75X
Kathryne Chenault
Member0.33X
Charles Coleman III
Member0.96X
Leslie Cornfeld
Member0.89X
Cynthia Foster Curry
Member1.65X
Barrie M Damson
Member2.89X
James G Dinan
Member0.88X
Anne Ehrenkranz
Member0.64X
Michael Esposito
Member0.52X
Craig Ivey
Member0.14X
Winfield P Jones
Member0.37X
Monica Keany
Member0.37X
Thomas J Kelly
Member0.93X
David H Koch
Member0.98X
Lara Lerner
Member0.37X
Marylin B Levitt
Member4.37X
Thomas Lister
Member0.75X
Alan S MacDonald
Member1.55X
David M Madden
Member0.59X
Richard L Menschel
Chairman, Emeritus5.74X
Carl F Nathan MD
Member0.37X
Dean R O'Hare
Co-Chair14.52XX
Aldo Papone
Co-Chair14.52XX
Gordon Pattee
Member0.37X
Charlton Reynders Jr
Member - Left in FY20110.37X
Susan W Rose
Member2.66X
William R Salomon
Member1.65X
Jonathan Sobel
Member1.85X
Deirdre Stanley
Member1.26X
Robert K Steel
Member2.31X
Daniel G Tully
Vice Chair7.05XX
Mrs Douglas A Warner III
Member5.47X
Torsten N Wiesel MD
Member0.59X
Kendrick R Wilson III
Member7.17X
Ellen M Wright
Member2.67X
Louis A Shapiro
President & Chief Exec Officer47.5X122786732696758982X
Lisa Goldstein
Executive VP & COO52.287424713063649482X
Stacey Malakoff
Exec VP & Chief Fin Officer50.588235416570955133X
Constance B Margolin
EXEC VP & CHIEF LEGAL OFFICER50.55481169672541609X
Deborah Sale
Exec VP - External Affairs21.019480736178771512X
Ralph Bianco
Vice President54.03685114094550441X
Stephanie Goldberg
Vice President60.050009955311X
Helen Pavlov
RADIOLOGIST IN CHIEF60.0124809063035X
James Farmer
Attending Physician60.68155115245398X
Hollis Potter
Attending Physician52.5130648564067X
Scott Rodeo
Associate Attending Physician59.63115167948684X
Edward Craig
Attending Physician48.05101020073503X
Ernest Sink
Associate Attending Physician40.15100153841144X
FieldValueIRS element (for citing)
Total Reportable Comp From Org15293933TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1210586TotalReportableCompFrmRltdOrgs
Total Other Compensation1063201TotalOtherCompensation
Number Individuals GT100 K718NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SPECIALTY MANAGEMENT
PO BOX 68GLEN RIDGENJ07028ENG/MAINT/CONSULTING1552354
PROSKAUER ROSE LLP
ELEVEN TIME SQUARENEW YORKNY10036LEGAL SERVICES1362944
PERKINS EASTMAN ARCHITECTS PC
115 5TH AVENUENEW YORKNY10003ARCHITECTURAL1029580
CROTHALL HEALTHCARE
955 CHESTERBROOK BLVD STE 300WAYNEPA19087ENG/HSE KEEPING/CLNG1012219
BILLING SERVICES INC
PO BOX 7025AMAGANSETTNY11930MEDICAL BILLING1009092
FieldValueIRS element (for citing)
Number Of Contractors GT100 K92NumberOfContractorsGT100K
Related Organizations898132RelatedOrganizations
Government Grants15845180GovernmentGrants
All Other Contributions45430864AllOtherContributions
Noncash Contributions705726NoncashContributions
Total Contributions62174176TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET INPATIENT REVENUE622110352222639352222639
NET OUTPATIENT REVENUE622110224067174224067174
PROFESSIONAL FEES6221104225398742253987
FieldValueIRS element (for citing)
Total Program Service Revenue618543800TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3054283TotalRevenueColumn
Exclusion$3,054,283ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1030000TotalRevenueColumn
Exclusion$1,030,000ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2504175Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2036388Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities467787Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column467787TotalRevenueColumn
Exclusion$467,787ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
RECOVERIES-EXPENSES6221101721530917215309
RECOVERIES-MD RELATED EXP6221101065251910652519
MISCELLANEOUS62211060220305671000-10020$361,050
FieldValueIRS element (for citing)
Total Other Revenue33889858TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column719159904TotalRevenueColumn
Related Or Exempt Function Income652082628RelatedOrExemptFunctionIncome
Unrelated Business Revenue-10020UnrelatedBusinessRevenue
Exclusion$4,913,120ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9949380Total
Program Services3630184ProgramServices
Management And General6319196ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total258370948Total
Program Services233468551ProgramServices
Management And General24902397ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total18040313Total
Program Services16366019ProgramServices
Management And General1674294ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total45153852Total
Program Services39899777ProgramServices
Management And General5254075ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total18619608Total
Program Services16453042ProgramServices
Management And General2166566ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total4525757Total
Program Services1623257ProgramServices
Management And General2902500ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2378432Total
Management And General2378432ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total402433Total
Management And General402433ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total48504Total
Management And General48504ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total200000Total
Management And General200000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total9403711Total
Program Services8502712ProgramServices
Management And General900999ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total7782981Total
Management And General7782981ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total17866517Total
Program Services13808282ProgramServices
Management And General4058235ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total6216285Total
Management And General6216285ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total34206061Total
Program Services31401295ProgramServices
Management And General2804766ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1797451Total
Program Services1302258ProgramServices
Management And General495193ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total10050426Total
Program Services8807910ProgramServices
Management And General1242516ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total37768001Total
Program Services33359972ProgramServices
Management And General4408029ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total25853414Total
Program Services22467559ProgramServices
Management And General3385855ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
MEDICAL SUPPLIES & IMPLANT107092424107092424
RESEARCH (NET OF RECOVERIES)1553966715539667
BAD DEBT26536212653621
MISCELLANEOUS17848881137501234098758

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total651768667Total
Program Services570126653ProgramServices
Management And General81642014ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY47756791BOY
EOY43869912EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY273000BOY
EOY5133849EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY25563894BOY
EOY31516557EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY65155774BOY
EOY78705906EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY2664066BOY
EOY4896766EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12089551BOY
EOY13354192EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis753977609LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec390698818LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY325681651BOY
EOY363278791EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY215140473BOY
EOY219540385EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY64290907BOY
EOY78938634EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY820000BOY
EOY820000EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY32385673BOY
EOY100090651EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY791821780BOY
EOY940145643EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY60684481BOY
EOY69826536EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY207031244BOY
EOY224215661EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY20970882BOY
EOY12389774EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY90079728BOY
EOY210863901EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY378766335BOY
EOY517295872EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY227555492BOY
EOY218842710EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY103454592BOY
EOY111136557EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY82045361BOY
EOY92870504EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY413055445BOY
EOY422849771EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY791821780BOY
EOY940145643EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses67391237ReconcilationRevenueExpenses
Reconcilation Other Changes-57596911ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals48504FilingOrganizationsTotals
Affiliated Group Totals186051AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals48504FilingOrganizationsTotals
Affiliated Group Totals186051AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals651720163FilingOrganizationsTotals
Affiliated Group Totals659057583AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals651768667FilingOrganizationsTotals
Affiliated Group Totals659243634AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals1000000AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals250000AffiliatedGroupTotals
FieldValueIRS element (for citing)
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
Form4720 FiledfalseForm4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus348000CurrentYearMinus3
Current Year Minus274044CurrentYearMinus2
Current Year Minus160006CurrentYearMinus1
Current Year48504CurrentYear
Total230554Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus30CurrentYearMinus3
Current Year Minus20CurrentYearMinus2
Current Year Minus10CurrentYearMinus1
Current Year0CurrentYear
Total0Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance185499953BeginningOfYearBalance
Contributions73124871Contributions
Investment Earnings Or Losses-1859184InvestmentEarningsOrLosses
Other Expenditures52758579OtherExpenditures
End Of Year Balance204007061EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance168118173BeginningOfYearBalance
Contributions57163090Contributions
Investment Earnings Or Losses13957679InvestmentEarningsOrLosses
Other Expenditures53738989OtherExpenditures
End Of Year Balance185499953EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance148902627BeginningOfYearBalance
Contributions48780653Contributions
Investment Earnings Or Losses19262521InvestmentEarningsOrLosses
Other Expenditures48827628OtherExpenditures
End Of Year Balance168118173EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance169382764BeginningOfYearBalance
Contributions64862396Contributions
Investment Earnings Or Losses-28190709InvestmentEarningsOrLosses
Other Expenditures57151824OtherExpenditures
End Of Year Balance148902627EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.46000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.54000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis223403OtherCostOrOtherBasis
Book Value223403BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis466105108OtherCostOrOtherBasis
Depreciation206882949Depreciation
Book Value259222159BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis282542910OtherCostOrOtherBasis
Depreciation183815869Depreciation
Book Value98727041BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5106188OtherCostOrOtherBasis
Book Value5106188BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings363278791TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionALTERNATIVE INVESTMENTSDescription
Book Value78938634BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities78938634TotalOfBookValueSecurities

Other Assets OtherAssets (7 entries)

DescriptionDescriptionBook ValueBookValue
INSURANCE CLAIMS RECEIVABLE64234000
DUE FROM AFFILIATES -MRKT SEC.17221089
INT IN HSS FUND, INC.-FASB 13613662212
457B DEFERRED COMP PLAN ASSETS3103064
DUE FROM AFFILIATES - NET1469286
INTANGIBLE ASSETS210000
GOODWILL191000
FieldValueIRS element (for citing)
Total Book Value Other Assets100090651TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
DEFINED BENEFIT PENSION PLAN$88,911,524
INSURANCE CLAIM LIABILITY$64,234,000
DUE TO THIRD PARTY PAYORS$33,995,623
ACCRUED POST-RETIREMENT HEALTH CARE BENEFITS$5,368,000
CONSTRUCTION PAYABLE$4,323,548
457B DEFERRED COMP PLAN LIABILITIES$3,103,065
EXECUTIVE DEFERRED COMP PLAN RESERVE$915,000
OTHER ACCRUED LIABILITIES$10,013,141
FieldValueIRS element (for citing)
Total Of Amounts210863901TotalOfAmounts
Total Revenue719159904TotalRevenue
Total Expenses651768667TotalExpenses
Excess Or Deficit For Year67391237ExcessOrDeficitForYear
Net Unrealized GL On Investments-6036563NetUnrealizedGLOnInvestments
Other-$51,560,348OtherAmount
Total Adjustments-57596911TotalAdjustments
Excess Or Deficit Per FS9794326ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt691194094TotRevenueEtcAuditedFinclStmt
Other Revenues46782688OtherRevenues
Revenue Not Rptd F99046782688RevenueNotRptdF990
Revenue Subtotal644411406RevenueSubtotal
Other Revenues Not Included74748498OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt74748498RevenueNotRptdOnFinStmt
Total Revenue Per Form990719159904TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt651768667TotExpensesEtcAuditedFinclStmt
Expenses Subtotal651768667ExpensesSubtotal
Total Expenses Per Form990651768667TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4THE HOSPITAL'S ENDOWMENTS INCLUDE RESTRICTED (RESEARCH OR SPECIFIC PURPOSE) AND UNRESTRICTED ENDOWMENTS. TEMPORARILY RESTRICTED FUNDS ARE USED FOR RESEARCH, EDUCATION, PATIENT NEEDS, OR RELATED ADMINISTRATIVE ACTIVITIES IN ACCORDANCE WITH DONOR RESTRICTIONS.
FIN 48SCHEUDLE D, PART X, LINE 2NO FOOTNOTE REPORTING THE HOSPITAL'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 WAS INCLUDED IN THE 2011 FINANCIAL STATEMENTS REPORTING, AS THERE WAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740.
SCHEDULE D, PART XI, LINE 8REPRESENTS INCREASE IN INTEREST OF HSS FUND, INC. $3,177,347 AND INCREASE IN DEFINED PENSION AND POST RETIREMENT PLAN LIABILITIES ($54,737,695).
SCHEDULE D, PART XII, LINE 2DREPRESENTS TRANSFERS FROM SPECIAL PURPOSE FUNDS OF $17,911,975, NET ASSETS RELEASED FROM RESTRICTIONS FOR RESEARCH OPERATIONS OF $30,478,492 AND EQUITY EARNING OF ALTERNATIVE INVESTMENTS INCLUDED IN UNRESTRICTED PORTFOLIO NET CHANGE IN UNREALIZED LOSSES ON SECURITIES INCLUDED IN ACCOUNTS MANAGED BY EXTERNAL PARTIES OF ($1,607,779).
SCHEDULE D, PART XII, LINE 4BREPRESENTS CONTRIBUTIONS TO SPECIFIC PURPOSE FUNDS OF $18,974,688, CONTRIBUTIONS TO ENDOWMENT FUNDS OF $10,825,143, CONTRIBUTIONS TO PLANT REPLACEMENT & REPLACEMENT FUNDS OF $10,028,665, FOUNDATION AND INSTITUTIONAL GRANTS (INCLUDES FUND, INC. CONTRIBUTIONS) OF $17,114,498, GOVERNMENT GRANTS OF $15,845,180, RESTRICTED INVESTMENT INCOME OF $1,802,424, AND RESTRICTED GAIN OF $157,900.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpenditures
Central America and the Caribbean00Investments54884705
Central America and the Caribbean00MEDICAL INSURANCE PREMIUM16091734
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent70976439SubtotalAmountSpent
Total Amount Spent70976439TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSchedule F, Part I, Line 3Identifier
ExplanationHealth Education The Hospital reimburses its physicians and scientists for attending conferences, some of which may be outside of the United States.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent100XPcent100
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare

Discounted Other DiscountedOther

FieldValueIRS element (for citing)
OtherXOther
Discounted Other Percentage500.DiscountedOtherPercentage
FieldValueIRS element (for citing)
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgettrueExpensesExceededBudget
Unable To Provide CarefalseUnableToProvideCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense4812617TotalCommunityBenefitExpense
Direct Offsetting Revenue807427DirectOffsettingRevenue
Net Community Benefit Expense4005190NetCommunityBenefitExpense
Percent Of Total Expense0.00610PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense14120434TotalCommunityBenefitExpense
Direct Offsetting Revenue8780366DirectOffsettingRevenue
Net Community Benefit Expense5340068NetCommunityBenefitExpense
Percent Of Total Expense0.00820PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense18933051TotalCommunityBenefitExpense
Direct Offsetting Revenue9587793DirectOffsettingRevenue
Net Community Benefit Expense9345258NetCommunityBenefitExpense
Percent Of Total Expense0.01430PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2677371TotalCommunityBenefitExpense
Direct Offsetting Revenue439685DirectOffsettingRevenue
Net Community Benefit Expense2237686NetCommunityBenefitExpense
Percent Of Total Expense0.00340PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense41619579TotalCommunityBenefitExpense
Direct Offsetting Revenue6977203DirectOffsettingRevenue
Net Community Benefit Expense34642376NetCommunityBenefitExpense
Percent Of Total Expense0.05310PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense39649422TotalCommunityBenefitExpense
Direct Offsetting Revenue3225879DirectOffsettingRevenue
Net Community Benefit Expense36423543NetCommunityBenefitExpense
Percent Of Total Expense0.05590PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense83946372TotalCommunityBenefitExpense
Direct Offsetting Revenue10642767DirectOffsettingRevenue
Net Community Benefit Expense73303605NetCommunityBenefitExpense
Percent Of Total Expense0.11240PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense102879423TotalCommunityBenefitExpense
Direct Offsetting Revenue20230560DirectOffsettingRevenue
Net Community Benefit Expense82648863NetCommunityBenefitExpense
Percent Of Total Expense0.12670PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$1,106,560BadDebtExpenseAmount
Amount Attributable To553280AmountAttributableTo
Amount Reimbursed By Medicare118948263AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare142191173CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-23242910MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1HOSPITAL FOR SPECIAL SURGERYBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line1535 EAST 70TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Teaching HospitalXTeachingHospital
Research FacilityXResearchFacility

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1HOSPITAL FOR SPECIAL SURGERYBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber
Eligibility Criteria ExplainedtrueEligibilityCriteriaExplained
Uses FPG FreetrueUsesFPGFree
FPG Free Percent100FPGFreePercent
Uses FPG DiscountedtrueUsesFPGDiscounted
FPG Discount Percent500.FPGDiscountPercent
Explains BasistrueExplainsBasis
Income LevelXIncomeLevel
Medical IndigencyXMedicalIndigency
Insurance StatusXInsuranceStatus
Medicaid MedicareXMedicaidMedicare
State RegulationXStateRegulation
Explains Application MethodtrueExplainsApplicationMethod
Includes Publicity MeasurestrueIncludesPublicityMeasures
Posted On WebsiteXPostedOnWebsite
Provided On AdmissionXProvidedOnAdmission
Available On RequestXAvailableOnRequest
Other PublicityXOtherPublicity
Actions On NonpaymenttrueActionsOnNonpayment
Permit Report To Credit AgencyXPermitReportToCreditAgency
Permit LawsuitXPermitLawsuit
Permit Lien On ResidenceXPermitLienOnResidence
Collection ActivitiesfalseCollectionActivities
Nondiscrim Emergency Care PolicyfalseNondiscrimEmergencyCarePolicy
Other ReasonXOtherReason
Used Other MethodXUsedOtherMethod
Amounts Generally BilledfalseAmountsGenerallyBilled
Gross ChargesfalseGrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities10NumberOfOtherFacilities

Other Facilities OtherFacilities (10 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
HOSPITAL FOR SPECIAL SURGERY
635 MADISON AVENUENEW YORKNY10022AFFILIATED PHYSICIAN OFFICE
HOSPITAL FOR SPECIAL SURGERY
333 EARLE OVINGTON BLVDUNIONDALENY11553AFFILIATED PHYSICIAN OFFICE
HOSPITAL FOR SPECIAL SURGERY
143 SOUND BEACH AVEGREENWICHCT06870AFFILIATED PHYSICIAN OFFICE
HOSPITAL FOR SPECIAL SURGERY
429 EAST 75TH STREETNEW YORKNY10021AFFILIATED DIAGNOSTIC CENTER
HOSPITAL FOR SPECIAL SURGERY
475 EAST 72TH STREETNEW YORKNY10021AFFILIATED OUTPATIENT CLINIC & DIAGNOSTIC
HOSPITAL FOR SPECIAL SURGERY
600 HERITAGE DRIVEJUPITERFL33458AFFILIATED REHABILITATION CENTER
HOSPITAL FOR SPECIAL SURGERY
523 EAST 72ND STREETNEW YORKNY10021AFFILIATED PHYSICIAN OFFICE & DIAGNOSTIC
HOSPITAL FOR SPECIAL SURGERY
519 EAST 72ND STREETNEW YORKNY10021AFFILIATED DIAGNOSTIC CENTER
HOSPITAL FOR SPECIAL SURGERY
176-60 UNION TURNPIKEQUEENSNY11366AFFILIATED DIAGNOSTIC CENTER
HOSPITAL FOR SPECIAL SURGERY
510 EAST 73RD STREETNEW YORKNY10021AFFILIATED REHABILITATION CENTER

Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
PART I, LINE 3CFREE CARE IS PROVIDED TO PEDIATRIC PATIENTS FOR CLINIC AND DIAGNOSTIC SERVICES WHOSE FAMILY INCOME IS 100% OR BELOW THE FEDERAL POVERTY GUIDELINES. ADULT PATIENTS WITH FAMILY INCOME 100% OR BELOW THE FEDERAL POVERTY GUIDELINES ARE CHARGED A NOMINAL FEE. DISCOUNTED CARE IS PROVIDED TO ALL OTHER PATIENTS ON A SLIDING SCALE BASIS WHOSE FAMILY INCOME IS AT OR BELOW 500% OF THE FEDERAL POVERTY GUIDELINES.
PART I, LINE 7, COLUMN F2011 BAD DEBT EXPENSE PRESENTED ON THE 2011 AUDITED FINANCIAL STATEMENTS WAS $2,653,621. THIS INCLUDED A REVERSAL OF $2,375,000 FOR A SPECIFIC CASE THAT WAS EXPECTED TO BE UNCOLLECTIBLE. IN 2011, SUBSEQUENT TO THE ISSUANCE OF THE AUDITED FINANCIAL STATEMENTS, PAYMENT WAS RECEIVED ON THIS SPECIFIC CASE. THEREFORE, FOR PURPOSES OF SCHEDULE H, BAD DEBT EXPENSE HAS BEEN ADJUSTED ACCORDINGLY FOR THE SPECIFIC CASE. ADJUSTED BAD DEBT EXPENSE IS $5,028,621. IN ADDITION, TOTAL OPERATING EXPENSE WAS ADJUSTED ACCORDING TO REFLECT THE .35% ($2,128,987) AND 1% ($3,594,237) TAX ASSESSMENTS IMPOSED BY NEW YORK STATE. AS SUCH, THESE FEES WERE ADJUSTED ACCORDINGLY IN LINE 7 AS WELL AS THE TOTAL OPERATING EXPENSE.
PART III, LINE 4A COST TO CHARGE RATIO OF 41.70% AS CALCULATED PER THE APPLICABLE FORM 990 INSTRUCTIONS WAS APPLIED TO THE BAD DEBT EXPENSE (AT CHARGES) OF $2,653,621 TO CALCULATE THE BAD DEBT EXPENSE OF $1,106,560 AT COST. THE UNCOMPENSATED CARE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENT STATES, "AS A MATTER OF POLICY, THE HOSPITAL PROVIDES SIGNIFICANT AMOUNTS OF PARTIALLY OR TOTALLY UNCOMPENSATED PATIENT CARE. FOR ACCOUNTING PURPOSES, SUCH UNCOMPENSATED CARE IS TREATED EITHER AS CHARITY CARE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY OR AS BAD DEBT EXPENSE. THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY ENSURES THE PROVISION OF QUALITY HEALTH CARE TO THE COMMUNITY SERVED WHILE CAREFULLY CONSIDERING AND TAKING INTO ACCOUNT THE ABILITY OF THE PATIENT TO PAY. THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM'S ELIGIBILITY THRESHOLD IS 500% OF THE FEDERAL POVERTY GUIDELINES, WHICH IS IN EXCESS OF THE NEW YORK STATE MINIMUM REQUIREMENTS OF 300%. THE HOSPITAL HAS DEFINED CHARITY CARE FOR ACCOUNTING AND DISCLOSURE PURPOSES AS THE DIFFERENCE BETWEEN ITS CUSTOMARY CHARGES AND THE DISCOUNTED RATES GIVEN TO PATIENTS IN NEED OF FINANCIAL ASSISTANCE. AS THE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY IS NOT PURSUED, SUCH AMOUNTS ARE NOT REPORTED AS REVENUE. PATIENTS WHO DO NOT QUALIFY FOR DISCOUNTED FEES ARE BILLED AT THE HOSPITAL'S ESTABLISHED CHARGES. UNCOLLECTED BALANCES FOR THESE PATIENTS ARE CATEGORIZED AS BAD DEBTS. TOTAL UNCOMPENSATED CARE IN 2011 AND 2010 FOR ALL PATIENT SERVICES AGGREGATED APPROXIMATELY $6.5 MILLION AND $10.4 MILLION RESPECTIVELY. IN ADDITION, THE HOSPITAL OPERATES ITS CLINICS AT A LOSS, TO HELP MEET THE NEEDS OF LOW INCOME AND UNINSURED INDIVIDUALS, AND ALSO OPERATES NUMEROUS OUTREACH AND EDUCATION PROGRAMS WHICH BENEFIT THE COMMUNITIES IT SERVES."
PART III, LINE 8OVER 40% OF THE HOSPITAL'S INPATIENT POPULATION IS REPRESENTED BY MEDICARE. THE MEDICARE SHORTFALL OF $23,242,910 AS REPORTED IN PART III, LINE 7 WAS CALCULATED USING MEDICARE COST REPORTING PRINCIPLES AND A COST TO CHARGE RATIO METHODOLOGY. THE MEDICARE SHORTFALL SHOULD BE CONSIDERED AS A COMMUNITY BENEFIT BECAUSE THE HOSPITAL IS PROVIDING CARE TO THESE PATIENTS WITH FULL KNOWLEDGE THAT THE MEDICARE REIMBURSEMENT WILL NOT COVER THE COST OF PROVIDING CARE TO THESE RESIDENTS OF OUR COMMUNITY.
PART III, LINE 9BSELF PAY BALANCES, INCLUDING THOSE BALANCES DUE AFTER PAYMENT FROM AN INSURANCE CARRIER AND THE PATIENT RESPONSIBILITY PORTION RELATED TO FINANCIAL ASSISTANCE AFTER THE DISCOUNT HAS BEEN APPLIED, ARE HANDLED ACCORDING TO THE FOLLOWING POLICY: ALL PATIENTS ARE BILLED USING STANDARD CYCLES INCLUDING THE ISSUANCE OF A DETAILED BILL, COLLECTION LETTERS AND/OR TELEPHONE CALLS, AND THEN TRANSFER TO A "PRE-COLLECTION STATUS." THESE COLLECTION EFFORTS ARE DOCUMENTED ELECTRONICALLY IN THE PATIENT'S FILE. DURING THE PRE-COLLECTION PHASE, ADDITIONAL TELEPHONE CALLS AND/OR LETTERS ARE MADE TO ATTEMPT TO COLLECT PAYMENT IN FULL. IF UNSUCCESSFUL, THE ACCOUNT IS TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY, NO LESS THAN 120 DAYS AFTER THE ORIGINAL SELF PAY BILLING DATE. THESE REASONABLE COLLECTION EFFORTS INCLUDE ALL PATIENT ACCOUNTS, FOR BOTH MEDICARE AND NON-MEDICARE PATIENTS. MEDICARE AND NON-MEDICARE ACCOUNTS ARE RECORDED SEPARATELY. ANY PATIENTS EXPRESSING INTEREST IN APPLYING FOR FINANCIAL ASSISTANCE WILL HAVE THEIR BILLS HELD PENDING ELIGIBILITY DETERMINATION. IF PATIENT IS ELIGIBLE, THE ACCOUNT WILL BE REDUCED BASED ON THE APPROPRIATE SLIDING SCALE DISCOUNT AND THE RESULTING BALANCE WILL BE RE-BILLED ACCORDINGLY. PAYMENTS RECEIVED BY THE COLLECTION AGENCY REDUCE THE AMOUNT RECORDED AS BAD DEBT. IT IS THE HOSPITAL'S PRACTICE NOT TO FILE SUIT, ATTACH ASSETS, OR PURSUE LIENS FOR ALL PATIENTS INCLUSIVE OF FAP ELIGIBLE PATIENTS. IN CERTAIN INSTANCES, IN COORDINATION WITH THE HOSPITAL'S INTERNAL LEGAL COUNSEL, THE HOSPITAL MAY TAKE SUCH MEASURES IF DEEMED WARRANTED. PAYMENT ARRANGEMENTS: IF PATIENTS ARE UNABLE TO PAY THE ENTIRE BALANCE IN FULL, PAYMENT ARRANGEMENTS OF MONTHLY PAYMENT WILL BE OFFERED. UNDER SUCH ARRANGEMENTS, ACCOUNTS ARE TYPICALLY PAID IN FULL WITHIN SIX TO TWELVE MONTHS UNLESS OTHERWISE EXTENDED AS PART OF THE FINANCIAL ASSISTANCE PROGRAM. A CONFIRMATION LETTER WILL BE SENT WITHIN 5 DAYS, EXPLAINING THE TERMS OF THE AGREEMENT. IF MONTHLY PAYMENT IS MISSED, THE ACCOUNT WILL PROGRESS TO THE NEXT STAGE IN THE CYCLE.
PART V, LINE 11HPER HOSPITAL POLICY, ASSETS MAY BE CONSIDERED IN THE CALCULATION UTILIZED IN DETERMINING DISCOUNTS TO PATIENTS. HOWEVER, IN PRACTICE, ASSETS ARE NOT CONSIDERED IN ANY DETERMINATION.
PART V, LINE 13GINFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. IN ADDITION, THE SUMMARY OF THE HOSPITAL'S POLICY IS POSTED ON THE HOSPITAL'S WEBSITE. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. THE FINANCIAL ASSISTANCE COUNSELOR INFORMS PATIENTS IF THEY QUALIFY FOR FREE OR LOW-COST HEALTH INSURANCE SUCH AS MEDICAID, CHILD HEALTH PLUS, AND FAMILY HEALTH PLUS, AND MAKES THE ELIGIBILITY DETERMINATION FOR THE HSS FINANCIAL ASSISTANCE PROGRAM. THE COUNSELOR ASSISTS THE PATIENT IN FILLING OUT ALL THE FORMS.
PART V, LINE 15IT IS THE HOSPITAL'S PRACTICE NOT TO FILE SUIT, ATTACH ASSETS, OR PURSUE LIENS AS COLLECTION ACTIONS FOR ALL PATIENTS INCLUSIVE OF FAP ELIGIBLE PATIENTS. IN CERTAIN INSTANCES, IN COORDINATION WITH THE HOSPITAL'S INTERNAL LEGAL COUNSEL, THE HOSPITAL MAY TAKE SUCH MEASURES IF DEEMED WARRANTED.
PART V, LINE 18DTHE HOSPITAL FOR SPECIAL SURGERY IS A SPECIALTY ORTHOPEDIC HOSPITAL AND DOES NOT OPERATE AN EMERGENCY ROOM. THE HOSPITAL IS AFFILIATED WITH THE NEW YORK PRESBYTERIAN HEALTH SYSTEM, WHICH OPERATES A FULL SERVICE HOSPITAL MAINTAINING AN EMERGENCY ROOM LOCATED ADJACENT TO THE HOSPITAL FOR SPECIAL SURGERY.
PART V, LINE 19D & 21FOR THOSE UNINSURED PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE AMOUNTS BILLED TO INDIVIDUALS ARE BASED ON A SLIDING SCALE DISCOUNT FROM THE AMOUNT MEDICAID WOULD HAVE PAID FOR A SIMILAR SERVICE.
NEEDS ASSESSMENTHOSPITAL FOR SPECIAL SURGERY'S NEEDS ASSESSMENT PROCESS INCORPORATES RELEVANT NATIONAL, STATE, AND CITY HEALTH DATA, GOALS, AND PRIORITIES. THE HOSPITAL UTILIZES THE US GOVERNMENT REPORT, HEALTHY PEOPLE 2010, WHICH SETS BROAD-BASED GOALS AND OBJECTIVES TO EXPAND AMERICANS ACCESS TO CARE, AND TO ELIMINATE HEALTH DISPARITIES BY AGE, GENDER, RACE, OR DISABILITIES, AND PAYS SPECIAL ATTENTION TO INFORMATION REGARDING THE NEEDS OF ALL NEW YORKERS. THE HOSPITAL ROUTINELY CONDUCTS NEEDS ASSESSMENTS AMONG KEY GROUPS IN ITS COMMUNITY, ON WHICH TO BASE MULTI-YEAR PROGRAMS. OTHER NEEDS ASSESSMENT DATA IS GATHERED THROUGH A RIGOROUS EVALUATION PROCESS OF PUBLIC PROGRAMS. ALL HOSPITAL PUBLIC AND PATIENT EDUCATION PROGRAMS, AND DIAGNOSIS-BASED SUPPORT AND EDUCATION GROUPS INCLUDE PARTICIPANT QUESTIONNAIRES, AND THE FEEDBACK FROM THESE ARE TABULATED, EVALUATED, AND USED IN FORMULATING NEW OR REFINED OFFERINGS FOR THE PUBLIC HEALTH. FURTHER, THE HOSPITAL'S SERVICE EXCELLENCE COUNCIL REVIEWS PRESS GANEY MONTHLY PATIENT COMMENTS AND QUARTERLY REPORTS, AND ALONG WITH DEPARTMENTAL MANAGERS AND MULTIDISCIPLINARY TEAMS DEVELOPS IMPROVEMENTS IN SERVICES BASED ON THIS FEEDBACK OF PATIENTS' NEEDS. FINALLY, TO ENSURE THE RANGE OF NEEDS IS INTERPRETED AT THE HIGHEST LEVEL OF MANAGEMENT, THE BOARD OF TRUSTEES RECEIVES AND REVIEWS ONGOING REPORTS THAT INCLUDE RESULTS OF PATIENTS' SATISFACTION SURVEYS AND A SUMMARY OF THE HOSPITAL-WIDE QUALITY ASSESSMENT AND PERFORMANCE IMPROVEMENT PROGRAM.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEINFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. THE FINANCIAL ASSISTANCE COUNSELOR INFORMS PATIENTS IF THEY QUALIFY FOR FREE OR LOW-COST HEALTH INSURANCE SUCH AS MEDICAID, CHILD HEALTH PLUS, AND FAMILY HEALTH PLUS, AND MAKES THE ELIGIBILITY DETERMINATION FOR THE HSS FINANCIAL ASSISTANCE PROGRAM. THE COUNSELOR ASSISTS THE PATIENT IN FILLING OUT ALL THE FORMS.
COMMUNITY INFORMATIONTHE HOSPITAL FOR SPECIAL SURGERY'S COMMUNITY IS DEFINED BY THE FIVE BOROUGHS. THE SUBURBAN COUNTIES IN NEW YORK, NEW JERSEY AND CONNECTICUT ALSO COMPRISE OUR SECONDARY SERVICE AREA. THE IMMEDIATE COMMUNITY IS DEFINED BY NEW YORK CITY'S COMMUNITY BOARD #8, WHICH EXTENDS FROM 59TH STREET TO 96TH STREET AND EAST FROM FIFTH AVENUE TO THE EAST RIVER. HSS PATIENTS COME FROM MANY COMMUNITIES LOCALLY, REGIONALLY, NATIONALLY, AS WELL AS INTERNATIONALLY.
PROMOTION OF COMMUNITY HEALTHHOSPITAL FOR SPECIAL SURGERY'S COMMUNITY AND PROFESSIONAL OUTREACH BRINGS INFORMATION TO THE COMMUNITY THROUGH EDUCATIONAL, MULTI-SERVICE SOCIAL SERVICE AGENCIES, FAITH-BASED ORGANIZATIONS, SUPPORT AND EDUCATION GROUPS AND PROGRAMS, COMMUNITY-BASED ORGANIZATIONS, ACADEMIC INSTITUTIONS, HEALTH FAIRS, AND PUBLIC EVENTS, AS WELL AS TO PUBLIC SCHOOLS HEALTH CLINICS, AND COMMUNITY HOSPITALS . WE REACH OUT TO UNDERSERVED POPULATIONS AND SEEK TO SERVE AND COLLABORATE WITH ORGANIZATIONS TO ENGAGE COMMUNITIES AROUND MAJOR HEALTH ISSUES. IN 2011, THE HOSPITAL SPONSORED VARIOUS COMMUNITY OUTREACH PROGRAMS INCLUDING THE OSTEOARTHRITIS WELLNESS INITIATIVE, OSTEOPOROSIS WELLNESS INITIATIVE, LEON ROOT, MD PEDIATRIC OUTREACH PROGRAM, GREENBERG ACADEMY FOR SUCCESSFUL AGING, LUPUSLINE, LANTERN (LUPUS ASIAN NETWORK) THE SLE WORKSHOP, EARLY RHEUMATOID ARTHRITIS AND LIVING WITH RHEUMATOID ARTHRITIS SUPPORT AND EDUCATION GROUPS, VOICES 60+ SENIOR ADVOCACY PROGRAM, AND THE MYOSITIS SUPPORT AND EDUCATION GROUP. THE HOSPITAL ALSO PARTICIPATED AND CO-SPONSORED NUMEROUS COMMUNITY-BASED EVENTS, INCLUDING THOSE WITH THE ARTHRITIS FOUNDATION NORTH EAST REGION AND THE NEW YORK CHAPTER, THE NATIONAL OSTEOPOROSIS FOUNDATION, THE SLE LUPUS FOUNDATION, AND THE ALLIANCE FOR LUPUS RESEARCH'S NYC LUPUS WALK. IN 2011 WE COLLABORATED WITH OVER TWENTY COMMUNITY ORGANIZATIONS TO MEET EDUCATIONAL NEEDS FOR UNDERSERVED COMMUNITIES IN AREAS SUCH AS MUSCULOSKELETAL HEALTH, NUTRITION AND PHYSICAL ACTIVITY, NUTRITION AND REPRODUCTIVE HEALTH, HEALTH RISKS OF OLDER ADULTS (FOR EXAMPLE, FALLS PREVENTION), AND INCREASING AWARENESS OF LUPUS IN CULTURALLY DIVERSE COMMUNITIES. THE HOSPITAL HAD OVER NEARLY 15,000 CONTACTS WITH PATIENTS/PROGRAM PARTICIPANTS THROUGH 125 PROGRAMS AND DISTRIBUTED HEALTH EDUCATION MATERIALS TO OVER 25,000 INDIVIDUALS. THE HOSPITAL IS ALSO PART OF A NATIONAL CLINICAL RESEARCH TRANSLATIONAL CONSORTIUM WHOSE GOAL IS TO ASSESS AND IMPLEMENT THE NEEDS OF UNDERSERVED POPULATIONS IN ORDER TO DEVELOP HEALTH PROGRAMS TO DIVERSE CULTURAL COMMUNITIES IN THE NEW YORK CITY FIVE BOROUGHS. WE ARE ALSO MEMBERS OF NIAMS, NATIONAL MULTICULTURAL OUTREACH INITIATIVE TO REDUCE HEALTH DISPARITIES, THROUGH RELEVANT PUBLIC HEALTH EDUCATIONAL INITIATIVES. AS THE NATION'S LEADING HOSPITAL FOR ORTHOPEDICS AND MUSCULOSKELETAL CARE, THE HSS COMMUNITY IS NATIONAL IN THAT HSS PLAYS A LEADING ROLE IN PROVIDING RESEARCH AND EDUCATION IN THE TREATMENT OF ORTHOPEDIC AND MUSCULOSKELETAL ILLNESS AND CONDITIONS.
STATE FILING OF COMMUNITY BENEFIT REPORTNY,990 SCHEDULE H, PART VI

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgtrueCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgtrueCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Mathias Bostrom
1746860000016200063700197256000
Mary Crow
5071600152750031330220500250320710125000
Charles Cornell
216144088219800222482590740
Steven Goldring
478431118209308618375269196450200
Gregory Liguori
4412646750067522050250775565660
Thomas Sculco
9901531150009155220502858411649420
Louis A Shapiro
817687204422380000950003018027545147003675324868121127505333876300
Lisa Goldstein
602190899832511343752620923312719183286723866356691729613706900
Stacey Malakoff
58850210385326815347321256991453518742330828121496292921717397900
Constance B Margolin
387679684141457362571814701259318743330716625293458348410296600
Deborah Sale
133921248713602701119306161144771814332173123215021983740826900
Ralph Bianco
2927183252473863820719302141984522052555228394139084598900
Stephanie Goldberg
355812144287018375369365554100
Helen Pavlov
603880200532443678220504098513111250
James Farmer
42598701125165220502334815965500
Hollis Potter
509307210000587178220504201713705520
Scott Rodeo
3572140794465220502663412003630
Edward Craig
2611530749047220505145310837030
Ernest Sink
2881170713421183752276910426820

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierExplanationExplanation
Schedule J, Part I, Line 1AThere was no first class travel reimbursed in 2011. The HSS travel policy states for business class travel prior approval from the CEO is required and usually only approved if the length of the flight is greater than 5 hours. Upgrade to first class occurs only if business class does not exist. With regards to the CEO and Surgeon-in-Chief travel, the CEO and Surgeon-in-Chief have approval from the Compensation Committee of the Board to fly business class if the flight is greater than 5 hours. The Board of Trustees reviews the CEO's and Surgeon-in-Chief' expenses on a quarterly basis. Business class or first class travel are not treated as taxable compensation.
Schedule J, Part I, Line 5ACertain employed physcians listed on Part VII, Section A, Line 1A receive compensation in part, based on professional service revenue generated from services they personally performed in their individual practices. No physician is paid compensation contingent upon the organization's overall revenue or net earnings.
Schedule J, Part I, Line 6APerformance based incentive awards are paid to officers and key employees based on a number of important quality, satisfaction, efficiency, and financial measures, of which achieving budget is a factor.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
DORMITORY AUTHORITY OF THE STATE OF NY
14600029364983QPX12005-10-2063089225HOSPITAL EXPANSION & EQUIPMENTfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NY
1460002930000000002009-12-0386880597HOSPITAL EXPANSION & EQUIPMENTfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NY
1460002930000000002008-11-254982850TAX EXEMPT EQUIPMENT LEASINGfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NY
1460002930000000002009-10-155980000TAX EXEMPT EQUIPMENT LEASINGfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
71400000642784504480000250191001164214969865053996553116590702006falsefalsetruetrue
0086904329667000061102420144061610310040703758801825212583352012falsefalsefalsetrue
24606450498285000042850004940000002008falsefalsetruetrue
20090970598000000050000005930000002009falsefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI
falsefalsetruetruetruetrue0.006100.00610true
falsefalsetruetruetruetrue0.000000.00000true0.00000
falsefalsefalsetruetrue0.002200.00220true
falsefalsefalsetruetrue0.002200.00220true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsetrueMBIA INC28.truefalsefalse
0
falsefalsefalsefalse0falsefalse
0
falsefalsefalsefalse0falsefalse
0
falsefalsefalsefalse0falsefalse
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSCHEDULE K, PART I & IIIdentifier
Return Reference0ReturnReference
ExplanationFOR THE 2005 & 2009 HOSPITAL EXPANSION & EQUIPMENT ISSUES, TOTAL PROCEEDS (PART II, LINE 3) EXCEEDS THE ISSUE PRICE (PART I, COLUMN C) DUE TO INVESTMENT EARNINGS ON GROSS PROCEEDS HELD IN RESERVE FUNDS INCLUDED IN TOTAL PROCEEDS.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
DORMITORY AUTHORITY OF THE STATE OF NY
1460002930000000002010-10-066700000TAX EXEMPT EQUIPMENT LEASINGfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NY
1460002930000000002011-07-1316000000TAX EXEMPT EQUIPMENT LEASINGfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
12357450670000000050000006650000002010falsefalsetruetrue
10567870160000000001204000010744935051346652011falsefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsetruetrue0.002200.00220true
falsefalsefalsetruetrue0.002200.00220true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalse0falsefalse
0
falsefalsefalsefalse0falsefalse

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
143 Sound Beach Avenue Associates
SEE PART V338083SEE PART Vfalse
American Express
SEE PART V40513921SEE PART Vfalse
Consolidated Edison Company of New
SEE PART V2666628SEE PART Vfalse
Fortress Investment Group LLC
SEE PART V0SEE PART Vfalse
General Electric Company
SEE PART V4876892SEE PART Vfalse
Goldman Sachs
SEE PART V0SEE PART Vfalse
Synthes
SEE PART V2969378SEE PART Vfalse
Thomson Reuters Healthcare
SEE PART V17168SEE PART Vfalse
Tornier Inc
SEE PART V213574SEE PART Vfalse

Form990 Schedule L Part V Form990ScheduleLPartV (9 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE L, PART IV, (1) - 143 Sound Beach Avenue Associates, L.P.HSS subleases physician office space from HSS Properties Corporation, an affiliate, which, in turn, leases physician office space from 143 Sound Beach Avenue Associates, L.P. A son of Russell F. Warren, M.D., the former Surgeon-in-Chief of HSS and an elected member of HSS' Board of Trustees, is a part owner of 143 Sound Beach Avenue Associates, L.P., the lessor. HSS Properties Corporation entered into the original lease in October 2000, following a lengthy search for suitable office space in the area, and after an independent valuation of the terms of the lease by a professional, commercial real estate firm confirmed the fair market value of the terms. At that time, Dr. Warren was the Surgeon-in-Chief of HSS and an ex officio member of HSS' Board of Trustees. The potential conflict of interest was disclosed to HSS' Board of Trustees and to the Board of Trustees of HSS Properties Corporation. Dr. Warren recused himself from the review, deliberation and vote. In 2010, HSS Properties renewed the lease through 2021, at a reduced rental rate that reflected a change in the real estate market from the time of the original lease, as confirmed by an independent professional real estate firm. The same due diligence, disclosure and review process (including recusal of Dr. Warren) was followed when the lease was renewed in June 2010. The approvals of the original lease and of the renewal were made by the vote of the disinterested members of the respective Boards of HSS and HSS Properties Corporation AMOUNT OF TRANSACTION: $338,083 DESCRIPTION OF TRANSACTION: HSS Properties Corporation (an affiliate of HSS) made lease payments in 2011 for physician office space it leases that is owned by 143 Sound Beach Avenue Associates, L.P. HSS Properties subleases the space to HSS.
SCHEDULE L, PART IV, (2) - American Expressa. Aldo Papone, Co-Chairman of HSS' Board of Trustees, is currently a senior advisor at American Express. The decision to select American Express for the Buyer Initiated Payment Program (BIPP) was made through a competitive bid process and independent of Mr. Papone. b. Katherine Chenault, a member of HSS' Board of Trustees, is the spouse of Kenneth Chenault, the CEO of American Express. HSS has had a long-standing business relationship with American Express that preceded the date that Mrs.Chenault joined HSS' Board of Trustees AMOUNT OF TRANSACTION: $40,513,921 DESCRIPTION OF TRANSACTION: In 2011, HSS paid its participating vendors $40,513,921 through the American Express Buyer Initiated Payment Program (BIPP) . The BIPP is a program negotiated through the Greater New York Hospital Association (GNYHA). Participating vendors have the benefit of getting paid quicker via use of BIPP and in return the participating vendors pay a fee to American Express. HSS receives a rebate based on its percentage of the total amount spent through the GYNHA program. Separately from the BIPP program, HSS incurred business related charges of $270,665 using HSS' American Express corporate cards.
SCHEDULE L, PART IV, (3) - Consolidated Edison Company of New YorkCraig Ivey, a member of HSS' Board of Trustees, is the President of Consolidated Edison Company of New York, Inc. HSS has had a long-standing business relationship with Consolidated Edison Company of New York, Inc. that preceded the date that Mr. Ivey joined HSS' Board of Trustees. AMOUNT OF TRANSACTION: $2,666,628 DESCRIPTION OF TRANSACTION: In 2011, HSS paid Consolidated Edison Company of New York, Inc., $2,666,628 for electrical utility charges.
SCHEDULE L, PART IV, (4) - Fortress Investment Group LLCPeter Briger, a member of HSS' Board of Trustees and one of two Co-Chairs of HSS' Investment Committee of the Board of Trustees, is the President and a member of the Board of Directors of Fortress Investment Group, LLC. The HSS Investment Committee is comprised of seven members of HSS' Board of Trustees, including Mr. Briger and another HSS Board member, who serve as Co-Chairs of the Investment Committee. All Investment Committee members participate in the deliberation and determination as to where HSS funds will be invested; further, in addition to the seven voting members of the Investment Committee, there are four individuals who attend the Investment Committee meetings as non-voting advisors. HSS does not invest any funds in Fortress. AMOUNT OF TRANSACTION: N/A DISCRIPTION OF TRANSACTION: Neither HSS nor its affiliates invest in Fortress; however, HSS and its affiliates invest a portion of its endowment and pension portfolio in investment funds that may also invest in Fortress and the investment funds in which HSS invests may also receive funds for investment from Fortress.
SCHEDULE L, PART IV, (5) - General Electric CompanyMrs. Douglas A. Warner III, a member of HSS' Board of Trustees, is the spouse of a member of the Board of Directors of General Electric Company (GE). HSS has had a long-standing business relationship with GE that preceded the date that Mrs. Warner joined HSS Board of Trustees, and Mrs. Warner does not have any role in the consideration or acquisition of GE products. AMOUNT OF TRANSACTION: $4,876,892 DESCRIPTION OF TRANSACTION: In 2011, HSS purchased miscellaneous medical equipment from GE.
SCHEDULE L, PART IV, (6) - Goldman Sachsa. Richard Menschel, a member of HSS' Board of Trustees, is a Senior Director at Goldman Sachs. In 2008, Goldman Sachs engaged HSS to facilitate two of its physicians to see Goldman employee at the firms New York and New Jersey health centers. In November 2009, Goldman Sachs engaged HSS to also provide physical therapy to Goldman Sachs' personnel on the premises of Goldman Sachs facilities in New York and New Jersey. b. Michael Esposito, a member of HSS' Board of Trustees and co-chair of the Finance Committee, is co-head of Global Financial Institutions at Goldman Sachs. In 2008, Goldman Sachs engaged HSS to facilitate two of its physicians to see Goldman employees at the firms New York and New Jersey health centers. In November 2009, Goldman Sachs engaged HSS to also provide physical therapy to Goldman Sachs' personnel on the premises of Goldman Sachs' facilities in New York and New Jersey. Amount of Transaction: N/A Description of Transaction: Reimbursement to HSS is obtained through the customary process of billing the insurance company or the individual receiving physical therapy or other professional services; the physicians bill individually for their services.
SCHEDULE L, PART IV, (7) - SynthesDavid Helfet, M.D., Director of the Orthopedic Trauma Service of HSS and an ex-officio, non-voting member of HSS' Board of Trustees, is a Member of the Board of Directors of Synthes. HSS' purchase of products from Synthes is made with independent input and processes in place at HSS. In May 2011, Johnson & Johnson acquired Synthes. As of June 2012, Dr. Helfet is no longer a member of the Board of Directors of Synthes. Amount of Transaction: $2,969,378 Description of Transaction: In 2011, HSS purchased orthopedic implants and other medical devices and supplies from Synthes.
SCHEDULE L, PART IV, (8) - Thomson Reuters HealthcareDeirdre Stanley, a member of HSS' Board of Trustees, is the General Counsel of Thomson Reuters, the parent company of the Thomson Reuters Healthcare business unit. HSS has had a business relationship with Thomson Reuters Healthcare that preceded the date that Ms. Stanley joined HSS' Board of Trustees. Amount of Transaction: $17,168 Description of Transaction: In 2011, HSS purchased online legal research tools from Westlaw, a Thomson Reuters web based resource company.
SCHEDULE L, PART IV, (9) - Tornier IncJonathan Deland, MD, a member of HSS' Board of Trustees, is a Consultant and Scientific Advisory Board member for Tornier, Inc. In addition, Dr. Deland receives royalties from Tornier, Inc. for the development of an orthopedic device. HSS' Medical Staff does not receive royalty payments for use of products on patients at HSS. HSS' purchase of products from Tornier, Inc. is made with independent input and processes in place at HSS. The purchase of Tornier products preceded the date that Jonathan Deland, M.D. joined HSS' Board of Trustees. Amount of Transaction: $213,574 Description of Transaction: In 2011, HSS purchased orthopedic implants and other medical devices and supplies from Tornier, Inc.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions17NumberOfContributions
Noncash Contribs Rptd F990705726NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE M, PART I, LINE 32BIdentifier
ExplanationAll publicly traded securities are administered and sold through JP Morgan Chase, 1111 Polaris Parkway, Suite 3J, OH1-0634, Columbus, OH 43240.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FAMILY OR BUSINESS RELATIONSHIPSFROM 990, PART VI, SECTION A - LINE 2- DANIEL BENTON, TRUSTEE, AND ANNE EHRENKRANZ, TRUSTEE, HAVE A BUSINESS RELATIONSHIP - GORDON PATTEE, TRUSTEE, AND JAMES DINAN, TRUSTEE, HAVE A BUINESS RELATIONSHIP
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTSFORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION AMENDED ITS BYLAWS TO INCLUDE A REVISION TO INCREASE THE MAXIMUM NUMBER OF VOTING BOARD MEMBERS (EXCLUDING EX-OFFICO) FROM 40 TO 45.
MEMBERSHIPFROM 990, PART VI, SECTION A - LINE 6 & 7ATHE HOSPITAL FOR SPECIAL SURGERY IS A MEMBERSHIP CORPORATION. THERE ARE FIVE MEMBERS OF THE CORPORATION. THREE OF THE FIVE HOSPITAL'S MEMBERS COME FROM THE HOSPITAL'S BOARD OF TRUSTEES (WITH ONE OF THREE ALSO DESIGNATED BY THE HOSPITAL TO SERVE ON THE BOARD OF AN AFFILIATE OF NEW YORK-PRESBYTERIAN HOSPITAL), A FOURTH MEMBER SERVES ON THE BOARD OF THE AFFILIATE OF THE NEW YORK-PRESBYTERIAN HOSPITAL, AND THE FIFTH MEMBER SERVES ON THE BOARD OF TRUSTEES OF WEILL CORNELL MEDICAL COLLEGE. THE FIVE HOSPITAL MEMBERS ELECT THE BOARD OF TRUSTEES OF THE HOSPITAL, UPON THE RECOMMENDATION OF CANDIDATES EITHER BY A MEMBER OR BY THE HOSPITAL BOARD OF TRUSTEES.
REVIEW PROCESSFROM 990, PART VI, SECTION B - LINE 11BPRIOR TO SUBMITTING THE FORM 990 TO THE INTERNAL REVENUE SERVICE (IRS), THERE IS AN ESTABLISHED PROCESS FOR REVIEW OF THE DOCUMENT IN ITS ENTIRETY BY THE GOVERNING BODY WHOSE EVALUATIONS ARE MADE IN THE BEST INTEREST OF HSS. THE FORM 990 IS FIRST REVIEWED WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEWED FORM 990 IS THEN SUBMITTED TO THE FULL BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 VIA COMPACT DISK PRIOR TO SUBMISSION OF THE FORM. IN ADDITION, SIGNIFICANT AREAS OF FORM 990 ARE DISCUSSED AT A BOARD OF TRUSTEES MEETING.
CONFLICT OF INTEREST POLICYFROM 990, PART VI, SECTION B - LINE 12CON AN ANNUAL BASIS, FINANCIAL INTEREST DISCLOSURE STATEMENTS ARE SENT TO ALL BOARD MEMBERS, OFFICERS, MEDICAL STAFF, MANAGEMENT, FELLOWS, RESIDENTS, RESEARCH PROFESSIONAL STAFF, IRB MEMBERS, AND OTHER DESIGNATED GROUPS. OUR CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT ANY CHANGES BE COMMUNICATED TO THE OFFICE OF CORPORATE COMPLIANCE WITHIN 30 DAYS. THE INFORMATION RECEIVED IS ENTERED INTO A DATABASE AND REVIEWED FOR POTENTIAL CONFLICT OF INTEREST. THE DATABASE INFORMATION IS ALSO REVIEWED BY THE EXECUTIVE VICE PRESIDENT FOR LEGAL AFFAIRS, THE CHIEF EXECUTIVE OFFICER, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. SUMMARY INFORMATION IS PROVIDED TO SERVICE CHIEFS SO THAT THEY ARE AWARE OF THE FINANCIAL INTERESTS OF THE MEDICAL STAFF WITHIN THEIR SPECIALTY. IN ADDITION TO SENDING DISCLOSURE STATEMENTS DIRECTLY TO THE GROUP NOTED ABOVE, INDUSTRY WEBSITES ARE MONITORED FOR DISCLOSURES RELATED TO EMPLOYEES OF HSS, AND LETTERS ARE SENT TO VENDORS REQUESTING THEY PROVIDE HSS WITH THE INFORMATION ON ANY RELATIONSHIPS THAT THEY HAVE WITH EMPLOYEES OF HSS. THIS INFORMATION IS ENTERED INTO THE DATABASE AS WELL. HSS HAS A CONFLICT OF INTEREST TASK FORCE THAT MEETS THREE TIMES A YEAR, OR AS NECESSARY, TO REVIEW AND UPDATE THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. HSS' POLICY ON CONFLICT OF INTEREST IN DAY-TO-DAY OPERATIONS STATES THAT IF HSS IS CONTEMPLATING A TRANSACTION WHICH MIGHT POSSIBLY BENEFIT (OR APPEAR TO BENEFIT) A COVERED PERSON OR ANY MEMBER OF HIS/HER IMMEDIATE FAMILY THEN THE POTENTIAL BENEFIT OR CONFLICT MUST BE DISCLOSED TO, AND APPROVED BY, A DISINTERESTED OFFICER OF HSS BEFORE THE TRANSACTION MAY PROCEED. ACCORDINGLY, A COVERED PERSON MAY NOT PLACE BUSINESS WITH ANY THIRD PARTY (E.G., A VENDOR, COMPETITOR, OR OTHER ORGANIZATION) IN WHICH THAT PERSON OR ANY MEMBER OF HIS/HER IMMEDIATE FAMILY HAS AN INTEREST UNLESS THAT INTEREST IS DISCLOSED TO, AND THE TRANSACTION IS APPROVED BY, THE VICE PRESIDENT FOR CORPORATE COMPLIANCE ("CORPORATE COMPLIANCE OFFICER").
PROCESS FOR DETERMINING COMPENSATIONFROM 990, PART VI, SECTION B - LINE 15A & 15BHSS IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST CORPORATE GOVERNANCE. THE HSS BOARD HAS CHARGED THE COMPENSATION COMMITTEE (WHICH IS COMPOSED OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST IN REGARD TO EXECUTIVE COMPENSATION) WITH MAKING ALL DECISIONS RELATED TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT IN THIS PROCESS. COMPENSATION LEVELS ARE ESTABLISHED CONSIDERING DATA FOR FUNCTIONALLY COMPARABLE ROLES IN COMPARABLE ORGANIZATIONS, AN ASSESSMENT OF PERFORMANCE, AND OTHER BUSINESS JUDGMENT FACTORS, CONSISTENT WITH HSS'S EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE'S DECISIONS ARE MADE IN THE BEST INTERESTS OF HSS, AND ARE INTENDED TO ENSURE THE RECRUITMENT AND RETENTION OF KEY EXECUTIVE TALENT, CONSISTENT WITH THE MARKET PRACTICES OF OTHER NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS OF COMPARABLE SCOPE, MISSION, AND COMPLEXITY. ON AN ANNUAL BASIS (INCLUDING 2011), THE COMMITTEE PROVIDES THE FULL BOARD WITH AN OVERVIEW OF ITS DETERMINATIONS AND PROCESS. HSS ESTABLISHED THIS PROCESS IN AN EFFORT TO COMPLY WITH THE INTERMEDIATE SANCTIONS GUIDELINES FOR QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
DISCLOSURE GOVERNING DOCUMENTSFROM 990, PART VI, SECTION B - LINE 19HOSPITAL FOR SPECIAL SURGERY MAKES GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE DEVELOPMENT OFFICE. CONFLICT OF INTEREST POLICY - HOSPITAL FOR SPECIAL SURGERY MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE DEVELOPMENT OFFICE. FINANCIAL STATEMENTS - HOSPITAL FOR SPECIAL SURGERY MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE DEVELOPMENT OFFICE. HSS ALSO PROVIDES SUMMARIZED FINANCIAL INFORMATION IN ITS ANNUAL REPORT AND WEBSITE. THE ANNUAL REPORT IS DISTRIBUTED THROUGHOUT THE HOSPITAL AND PATIENT WAITING ROOMS, AND ADMINISTRATION OFFICES, AND IS ACCESSIBLE AS A DOWNLOADABLE FILE FROM THE HSS WEBSITE. FOR CALENDAR YEAR 2011, THE ANNUAL REPORT WAS MAILED TO 4,871 DONORS, PUBLIC OFFICIALS, AND OTHER HEALTHCARE PROFESSIONALS AND ORGANIZATIONS.
AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONSPART VII, SECTION A, COLUMN BMATHIAS BOSTROM - ASSISTANT ATTENDING - .2 HRS/WK HSS FUND INC., .2 HRS/WK HSS PROPERTIES CORP. JONATHAN DELAND - ATTENDING PHYSICIAN - .2 HRS/WK HSS FUND INC., .2 HRS/WK HSS PROPERTIES CORP. GREGORY LIGUORI - MEDICAL DIRECTOR - .2 HRS/WK HSS FUND INC., .2 HRS/WK HSS PROPERTIES CORP. RUSSELL WARREN - ATTENDING PHYSICIAN - .2 HRS/WK HSS FUND INC., .2 HRS/WK HSS PROPERTIES CORP. PHILLIP WILSON, JR. - ATTENDING PHYSICIAN - 6.83 HRS/WK HSS FUND INC., .2 HRS/WK HSS PROPERTIES CORP. ATIIM BARBER - MEMBER - .02 HRS/WK HSS FUND INC., .01 HRS/WK HSS PROPERTIES CORP. JAMES M. BENSON - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. DANIEL C. BENTON - MEMBER - .03 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. RICHARD A. BRAND, MD - MEMBER - .07 HRS/WK HSS FUND INC., .04 HRS/WK HSS PROPERTIES CORP. PETER L. BRIGER, JR. - MEMBER - .14 HRS/WK HSS FUND INC., .07 HRS/WK HSS PROPERTIES CORP. MICHAEL BROOKS - MEMBER - .09 HRS/WK HSS FUND INC., .05 HRS/WK HSS PROPERTIES CORP. KATHRYN CHENAULT - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. CHARLES COLEMAN, III - MEMBER - .11 HRS/WK HSS FUND INC., .06 HRS/WK HSS PROPERTIES CORP. LESLIE CORNFELD - MEMBER - .11 HRS/WK HSS FUND INC., .06 HRS/WK HSS PROPERTIES CORP. CYNTHIA FOSTER CURRY - MEMBER - .2 HRS/WK HSS FUND INC., .1 HRS/WK HSS PROPERTIES CORP. BARRIE M. DAMSON - MEMBER - .35 HRS/WK HSS FUND INC., .18 HRS/WK HSS PROPERTIES CORP., .07 HRS/WK HSS HORIZONS INC. JAMES G. DINAN - MEMBER - .10 HRS/WK HSS FUND INC., .05 HRS/WK HSS PROPERTIES CORP. ANNE EHRENKRANZ - MEMBER - .08 HRS/WK HSS FUND INC., .04 HRS/WK HSS PROPERTIES CORP. MICHAEL ESPOSITO - MEMBER - .06 HRS/WK HSS FUND INC., .03 HRS/WK HSS PROPERTIES CORP. CRAIG IVEY - MEMBER - .02 HRS/WK HSS FUND INC., .01 HRS/WK HSS PROPERTIES CORP. WINFIELD P. JONES - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. MONICA KEANY - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. THOMAS J. KELLY - MEMBER - .11 HRS/WK HSS FUND INC., .06 HRS/WK HSS PROPERTIES CORP. DAVID H. KOCH - MEMBER - .12 HRS/WK HSS FUND INC., .06 HRS/WK HSS PROPERTIES CORP. LARA LEARNER - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. MARYLIN B. LEVITT - MEMBER - .51 HRS/WK HSS FUND INC., .26 HRS/WK HSS PROPERTIES CORP. THOMAS LISTER - MEMBER - .09 HRS/WK HSS FUND INC., .05 HRS/WK HSS PROPERTIES CORP. ALAN S. MACDONALD - MEMBER - .18 HRS/WK HSS FUND INC., .09 HRS/WK HSS PROPERTIES CORP. DAVID M. MADDEN - MEMBER - .07 HRS/WK HSS FUND INC., .04 HRS/WK HSS PROPERTIES CORP. RICHARD L. MENSCHEL - CHAIRMAN, EMERITUS - .68 HRS/WK HSS FUND INC., .34 HRS/WK HSS PROPERTIES CORP. CARL F. NATHAN - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. DEAN R. O'HARE - CO-CHAIR - 1.75 HRS/WK HSS FUND INC., .88 HRS/WK HSS PROPERTIES CORP., .35 HRS/WK HSS HORIZONS INC. ALDO PAPONE - CO-CHAIR - 1.75 HRS/WK HSS FUND INC., .88 HRS/WK HSS PROPERTIES CORP., .35 HRS/WK HSS HORIZONS INC. GORDON PATTEE - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. CHARLTON REYNDERS, JR. - MEMBER - .04 HRS/WK HSS FUND INC., .02 HRS/WK HSS PROPERTIES CORP. SUSAN W. ROSE - MEMBER - .31 HRS/WK HSS FUND INC., .16 HRS/WK HSS PROPERTIES CORP. WILLIAM R. SALOMON - MEMBER - .2 HRS/WK HSS FUND INC., .1 HRS/WK HSS PROPERTIES CORP. JONATHAN SOBEL - MEMBER - .22 HRS/WK HSS FUND INC., .11 HRS/WK HSS PROPERTIES CORP. DEIRDRE STANLEY - MEMBER - .15 HRS/WK HSS FUND INC., .08 HRS/WK HSS PROPERTIES CORP. ROBERT K. STEEL - MEMBER - .27 HRS/WK HSS FUND INC., .14 HRS/WK HSS PROPERTIES CORP. DANIEL G. TULLY - VICE CHAIR - 0.83 HRS/WK HSS FUND INC., .42 HRS/WK HSS PROPERTIES CORP. MRS. DOUGLAS A. WARNER, III - MEMBER - .64 HRS/WK HSS FUND INC., .32 HRS/WK HSS PROPERTIES CORP. TORSTEN N. WIESEL, MD - MEMBER - .07 HRS/WK HSS FUND INC., .04 HRS/WK HSS PROPERTIES CORP. KENDRICK R. WILSON - MEMBER - .84 HRS/WK HSS FUND INC., .42 HRS/WK HSS PROPERTIES CORP. ELLEN M. WRIGHT - MEMBER - .32 HRS/WK HSS FUND INC., .16 HRS/WK HSS PROPERTIES CORP. LOUIS A. SHAPIRO - PRESIDENT & CEO - 9.0 HRS/WK HSS FUND INC., 3.0 HRS/WK HSS PROPERTIES CORP., .5 HRS/WK HSS HORIZONS. LISA GOLDSTEIN - EVP & COO - 6.0 HRS/WK HSS PROPERTIES CORP. STACEY MALAKOFF - EVP & CFO - 1.8 HRS/WK HSS FUND INC., 7.2 HRS/WK HSS PROPERTIES CORP., .5 HRS/WK HSS HORIZONS INC. CONSTANCE B. MARGOLIN-SVP & SECRETARY- 3.0 HRS/WK HSS FUND INC., 6.0 HRS/WK HSS PROPERTIES CORP., .5 HRS/WK HSS HORIZONS. DEBORAH SALE - EVP EXTERNAL AFFAIRS - 36.0 HRS/WK HSS FUND INC., 3.0 HRS/WK HSS PROPERTIES CORP. RALPH BIANCO - VICE PRESIDENT - 6.0 HRS/WK HSS PROPERTIES CORP.
OTHER CHANGES IN NET ASSETS OR FUND BALANCESFORM 990, PART XI, LINE 5INCLUDES NET UNREALIZED LOSSES ($6,036,563), INCREASE IN INTEREST OF HSS FUND, INC. $3,177,347 AND INCREASE IN DEFINED PENSION AND POST RETIREMENT PLAN LIABILITIES ($54,737,695).

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
HOSPITAL FOR SPECIAL SURGERY FUND INC
535 EAST 70TH STREETNEW YORKNY10021136714749FUNDRAISINGNY501 (C)(3)7NAfalse
HSS PROPERTIES CORPORATION
535 EAST 70TH STREETNEW YORKNY10021133246249REAL ESTATENY501 (C)(3)11BHSS FUND INCtrue
HSS HORIZONS INC
535 EAST 70TH STREETNEW YORKNY10021134152131RESEARCH SUPPNY501 (C)(3)11BHSS FUND INCtrue
NEW YORK-PRESBYTERIAN FOUNDATION INC
525 EAST 68TH STREET BOX 156NEW YORKNY10065134153668HLTH CARE ORGNY501 (C)(3)11ANAfalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipLegal Domicile StateLegalDomicileState
MIAC
535 EAST 70TH STREETNEW YORKNY10021981050215SELF-INDEMNITYCJHSS FUND INCC CORP000.00000
HSS VENTURES
535 EAST 70TH STREETNEW YORKNY10021061624300HEALTH CAREHSS FUND INCC CORP000.00000NY
CHARITABLE TRUST
INVESTMENTNATRUSTOH
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
HSS FUND INC
C898132FMV
HSS FUND INC
I497924FMV
HSS FUND INC
L5393004FMV
HSS FUND INC
P2034484FMV
HSS PROPERTIES CORPORATION
J21905008FMV
HSS PROPERTIES CORPORATION
P4320386FMV
HSS HORIZONS INC
D170126FMV
MIAC
O16091734FMV
CHARITABLE TRUST
R1581835FMV

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedSchedule (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINTotal Grassroots LobbyingTotalGrassrootsLobbyingTotal Direct LobbyingTotalDirectLobbyingTotal Lobbying ExpendituresTotalLobbyingExpendituresOther Exempt Purpose ExpendituresOtherExemptPurposeExpendituresTotal Exempt Purpose ExpendituresTotalExemptPurposeExpendituresLobbying NontaxableLobbyingNontaxableAmountGrassroots NontaxableGrassrootsNontaxableAmountTot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontxTot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontxShare Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrsElecting OrgElectingOrg
THE HOSPITAL FOR SPECIAL SUR
535 EAST 70TH STREETNEW YORKNY10021136714749013754713754773374207474967$523,748$130,937000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY1002113162413504850448504651720163651768667$1,000,000$250,000000X