2013-01-28T20:12:17-06:00 2011-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 Indianapolis IN 46204 990 2011-01-01 131624135 New York Society for the Relief of the Ruptured and Crippled Maintaining the % MARC GOULD NEWY 2126061000 535 EAST 70TH ST STREET NEW YORK NY 10021 STACEY MALAKOFF 2013-01-28 3176817000 2011 2016-02-25 16:41:14Z LOUIS SHAPIRO 535 EAST 70TH STREET NEW YORK NY 10021 721196292 false X www.hss.edu X 1863 NY TO 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. 47 35 4301 352 -10020 -15270 44853465 62174176 574090241 618543800 511041 3522070 33895459 34919858 653350206 719159904 0 0 0 0 313635075 350134101 0 0 0 286495810 301634566 600130885 651768667 53219321 67391237 791821780 940145643 378766335 517295872 413055445 422849771 X THE 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. false false 509833258 0 614626933 PATIENT 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. 33443536 0 30478492 RESEARCH: 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. 26849859 0 6977203 EDUCATION 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. 570126653 true true false true false false false false false true true true false true true false true false false false true false false false false false true true false false true true false false false false false false false false true true true false false false false true true true false false true 290 0 true 4301 true true true false false false false false false false false false X 47 35 true false true false true true true true true false false true true true true true true true true false AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X MARC GOULD 2126061323 535 EAST 70TH STREET NEW YORK NY 10021 X Mathias Bostrom 14.41 X 174686 0 22570 Mary Crow 60.0 X 663043 0 47082 Charles Cornell 19.31 X 217026 42048 Jonathan Deland 6.35 X 73373 32276 Steven Goldring 60.0 X 599726 45294 Gregory Liguori 38.5 X 509439 47127 Thomas Sculco 54.0 X X 1114308 50634 Russell Warren 5.18 X 77187 0 28232 Philip Wilson Jr 0.86 X 0 87817 29637 Atiim Barber 0.14 X 0 0 0 James M Benson 0.37 X Daniel C Benton 0.21 X Richard A Brand MD 0.59 X Peter L Briger Jr 1.15 X Michael Brooks 0.75 X Kathryne Chenault 0.33 X Charles Coleman III 0.96 X Leslie Cornfeld 0.89 X Cynthia Foster Curry 1.65 X Barrie M Damson 2.89 X James G Dinan 0.88 X Anne Ehrenkranz 0.64 X Michael Esposito 0.52 X Craig Ivey 0.14 X Winfield P Jones 0.37 X Monica Keany 0.37 X Thomas J Kelly 0.93 X David H Koch 0.98 X Lara Lerner 0.37 X Marylin B Levitt 4.37 X Thomas Lister 0.75 X Alan S MacDonald 1.55 X David M Madden 0.59 X Richard L Menschel 5.74 X Carl F Nathan MD 0.37 X Dean R O'Hare 14.52 X X Aldo Papone 14.52 X X Gordon Pattee 0.37 X Charlton Reynders Jr 0.37 X Susan W Rose 2.66 X William R Salomon 1.65 X Jonathan Sobel 1.85 X Deirdre Stanley 1.26 X Robert K Steel 2.31 X Daniel G Tully 7.05 X X Mrs Douglas A Warner III 5.47 X Torsten N Wiesel MD 0.59 X Kendrick R Wilson III 7.17 X Ellen M Wright 2.67 X Louis A Shapiro 47.5 X X 1227867 326967 58982 Lisa Goldstein 52.2 X 874247 130636 49482 Stacey Malakoff 50.5 X 882354 165709 55133 Constance B Margolin 50.5 X 548116 96725 41609 Deborah Sale 21.0 X 194807 361787 71512 Ralph Bianco 54.0 X 368511 40945 50441 Stephanie Goldberg 60.0 X 500099 55311 Helen Pavlov 60.0 X 1248090 63035 James Farmer 60.68 X 1551152 45398 Hollis Potter 52.5 X 1306485 64067 Scott Rodeo 59.63 X 1151679 48684 Edward Craig 48.05 X 1010200 73503 Ernest Sink 40.15 X 1001538 41144 15293933 1210586 1063201 718 false true false SPECIALTY MANAGEMENT PO BOX 68 GLEN RIDGE NJ 07028 ENG/MAINT/CONSULTING 1552354 PROSKAUER ROSE LLP ELEVEN TIME SQUARE NEW YORK NY 10036 LEGAL SERVICES 1362944 PERKINS EASTMAN ARCHITECTS PC 115 5TH AVENUE NEW YORK NY 10003 ARCHITECTURAL 1029580 CROTHALL HEALTHCARE 955 CHESTERBROOK BLVD STE 300 WAYNE PA 19087 ENG/HSE KEEPING/CLNG 1012219 BILLING 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691194094 46782688 46782688 644411406 74748498 74748498 719159904 651768667 651768667 651768667 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE 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 48 SCHEUDLE D, PART X, LINE 2 NO 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 8 REPRESENTS 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 2D REPRESENTS 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 4B REPRESENTS 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. 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AFFILIATED PHYSICIAN OFFICE HOSPITAL FOR SPECIAL SURGERY

333 EARLE OVINGTON BLVD UNIONDALE NY 11553

AFFILIATED PHYSICIAN OFFICE HOSPITAL FOR SPECIAL SURGERY

143 SOUND BEACH AVE GREENWICH CT 06870

AFFILIATED PHYSICIAN OFFICE HOSPITAL FOR SPECIAL SURGERY

429 EAST 75TH STREET NEW YORK NY 10021

AFFILIATED DIAGNOSTIC CENTER HOSPITAL FOR SPECIAL SURGERY

475 EAST 72TH STREET NEW YORK NY 10021

AFFILIATED OUTPATIENT CLINIC & DIAGNOSTIC HOSPITAL FOR SPECIAL SURGERY

600 HERITAGE DRIVE JUPITER FL 33458

AFFILIATED REHABILITATION CENTER HOSPITAL FOR SPECIAL SURGERY

523 EAST 72ND STREET NEW YORK NY 10021

AFFILIATED PHYSICIAN OFFICE & DIAGNOSTIC HOSPITAL FOR SPECIAL SURGERY

519 EAST 72ND STREET NEW YORK NY 10021

AFFILIATED DIAGNOSTIC CENTER HOSPITAL FOR SPECIAL SURGERY

176-60 UNION TURNPIKE QUEENS NY 11366

AFFILIATED DIAGNOSTIC CENTER HOSPITAL FOR SPECIAL SURGERY

510 EAST 73RD STREET NEW YORK NY 10021

AFFILIATED REHABILITATION CENTER PART I, LINE 3C FREE 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 F 2011 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 4 A 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 8 OVER 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 9B SELF 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 11H PER 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 13G INFORMATION 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 15 IT 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 18D THE 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 & 21 FOR 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 ASSESSMENT HOSPITAL 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 ASSISTANCE INFORMATION 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 INFORMATION THE 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 HEALTH HOSPITAL 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 REPORT 990 SCHEDULE H, PART VI NY, X X X X false false false true false true false false false Mathias Bostrom 174686 0 0 0 0 0 16200 0 6370 0 197256 0 0 0 Mary Crow 507160 0 152750 0 3133 0 22050 0 25032 0 710125 0 0 0 Charles Cornell 216144 0 882 19800 22248 259074 0 Steven Goldring 478431 118209 3086 18375 26919 645020 0 Gregory Liguori 441264 67500 675 22050 25077 556566 0 Thomas Sculco 990153 115000 9155 22050 28584 1164942 0 Louis A Shapiro 817687 204422 380000 95000 30180 27545 14700 3675 32486 8121 1275053 338763 0 0 Lisa Goldstein 602190 89983 251134 37526 20923 3127 19183 2867 23866 3566 917296 137069 0 0 Stacey Malakoff 588502 103853 268153 47321 25699 14535 18742 3308 28121 4962 929217 173979 0 0 Constance B Margolin 387679 68414 145736 25718 14701 2593 18743 3307 16625 2934 583484 102966 0 0 Deborah Sale 133921 248713 60270 111930 616 1144 7718 14332 17312 32150 219837 408269 0 0 Ralph Bianco 292718 32524 73863 8207 1930 214 19845 2205 25552 2839 413908 45989 0 0 Stephanie Goldberg 355812 144287 0 18375 36936 555410 0 Helen Pavlov 603880 200532 443678 22050 40985 1311125 0 James Farmer 425987 0 1125165 22050 23348 1596550 0 Hollis Potter 509307 210000 587178 22050 42017 1370552 0 Scott Rodeo 357214 0 794465 22050 26634 1200363 0 Edward Craig 261153 0 749047 22050 51453 1083703 0 Ernest Sink 288117 0 713421 18375 22769 1042682 0 Schedule J, Part I, Line 1A There 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 5A Certain 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 6A Performance 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. DORMITORY AUTHORITY OF THE STATE OF NY 146000293 64983QPX1 2005-10-20 63089225 HOSPITAL EXPANSION & EQUIPMENT false false false DORMITORY AUTHORITY OF THE STATE OF NY 146000293 000000000 2009-12-03 86880597 HOSPITAL EXPANSION & EQUIPMENT false false false DORMITORY AUTHORITY OF THE STATE OF NY 146000293 000000000 2008-11-25 4982850 TAX EXEMPT EQUIPMENT LEASING false false false DORMITORY AUTHORITY OF THE STATE OF NY 146000293 000000000 2009-10-15 5980000 TAX EXEMPT EQUIPMENT LEASING false false false 7140000 0 64278450 4480000 2501910 0 1164214 969865 0 53996553 1165907 0 2006 false false true true 0 0 86904329 6670000 6110242 0 1440616 1031004 0 70375880 18252 1258335 2012 false false false true 2460645 0 4982850 0 0 0 42850 0 0 4940000 0 0 2008 false false true true 2009097 0 5980000 0 0 0 50000 0 0 5930000 0 0 2009 false false true true false false true true true true 0.00610 0.00610 true false false true true true true 0.00000 0.00000 0.00000 true false false false true true 0.00220 0.00220 true false false false true true 0.00220 0.00220 true false false false 0 true MBIA INC 28. true false false false false false 0 false 0 false false false false false 0 false 0 false false false false false 0 false 0 false false X SCHEDULE K, PART I & II 0 FOR 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. DORMITORY AUTHORITY OF THE STATE OF NY 146000293 000000000 2010-10-06 6700000 TAX EXEMPT EQUIPMENT LEASING false false false DORMITORY AUTHORITY OF THE STATE OF NY 146000293 000000000 2011-07-13 16000000 TAX EXEMPT EQUIPMENT LEASING false false false 1235745 0 6700000 0 0 0 50000 0 0 6650000 0 0 2010 false false true true 1056787 0 16000000 0 0 0 120400 0 0 10744935 0 5134665 2011 false false false true false false false true true 0.00220 0.00220 true false false false true true 0.00220 0.00220 true false false false 0 false 0 false false false false false 0 false 0 false false 143 Sound Beach Avenue Associates SEE PART V 338083 SEE PART V false American Express SEE PART V 40513921 SEE PART V false Consolidated Edison Company of New SEE PART V 2666628 SEE PART V false Fortress Investment Group LLC SEE PART V 0 SEE PART V false General Electric Company SEE PART V 4876892 SEE PART V false Goldman Sachs SEE PART V 0 SEE PART V false Synthes SEE PART V 2969378 SEE PART V false Thomson Reuters Healthcare SEE PART V 17168 SEE PART V false Tornier Inc SEE PART V 213574 SEE PART V false 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 Express a. 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 York Craig 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 LLC Peter 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 Company Mrs. 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 Sachs a. 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) - Synthes David 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 Healthcare Deirdre 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 Inc Jonathan 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. X 17 705726 FMV 0 false true true SCHEDULE M, PART I, LINE 32B All publicly traded securities are administered and sold through JP Morgan Chase, 1111 Polaris Parkway, Suite 3J, OH1-0634, Columbus, OH 43240. FAMILY OR BUSINESS RELATIONSHIPS FROM 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 DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO INCLUDE A REVISION TO INCREASE THE MAXIMUM NUMBER OF VOTING BOARD MEMBERS (EXCLUDING EX-OFFICO) FROM 40 TO 45. MEMBERSHIP FROM 990, PART VI, SECTION A - LINE 6 & 7A THE 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 PROCESS FROM 990, PART VI, SECTION B - LINE 11B PRIOR 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 POLICY FROM 990, PART VI, SECTION B - LINE 12C ON 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 COMPENSATION FROM 990, PART VI, SECTION B - LINE 15A & 15B HSS 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 DOCUMENTS FROM 990, PART VI, SECTION B - LINE 19 HOSPITAL 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 ORGANIZATIONS PART VII, SECTION A, COLUMN B MATHIAS 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 BALANCES FORM 990, PART XI, LINE 5 INCLUDES 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). HOSPITAL FOR SPECIAL SURGERY FUND INC 535 EAST 70TH STREET NEW YORK NY 10021 136714749 FUNDRAISING NY 501 (C)(3) 7 NA false HSS PROPERTIES CORPORATION 535 EAST 70TH STREET NEW YORK NY 10021 133246249 REAL ESTATE NY 501 (C)(3) 11B HSS FUND INC true HSS HORIZONS INC 535 EAST 70TH STREET NEW YORK NY 10021 134152131 RESEARCH SUPP NY 501 (C)(3) 11B HSS FUND INC true NEW YORK-PRESBYTERIAN FOUNDATION INC 525 EAST 68TH STREET BOX 156 NEW YORK NY 10065 134153668 HLTH CARE ORG NY 501 (C)(3) 11A NA false MIAC 535 EAST 70TH STREET NEW YORK NY 10021 981050215 SELF-INDEMNITY CJ HSS FUND INC C CORP 0 0 0.00000 HSS VENTURES 535 EAST 70TH STREET NEW YORK NY 10021 061624300 HEALTH CARE NY HSS FUND INC C CORP 0 0 0.00000 CHARITABLE TRUST INVESTMENT OH NA TRUST false false true true false false false false true true false true false false true true false true HSS FUND INC C 898132 FMV HSS FUND INC I 497924 FMV HSS FUND INC L 5393004 FMV HSS FUND INC P 2034484 FMV HSS PROPERTIES CORPORATION J 21905008 FMV HSS PROPERTIES CORPORATION P 4320386 FMV HSS HORIZONS INC D 170126 FMV MIAC O 16091734 FMV CHARITABLE TRUST R 1581835 FMV THE HOSPITAL FOR SPECIAL SUR 535 EAST 70TH STREET NEW YORK NY 10021 136714749 0 137547 137547 7337420 7474967 523748 130937 0 0 0 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 131624135 X 0 48504 48504 651720163 651768667 1000000 250000 0 0 0