2011-11-15T09:44:09-06:00 2010-12-31 WithumSmithBrown PC 465 South St Ste 200 Morristown NJ 079606497 990 2010-01-01 222456079 MONMOUTH MEDICAL CENTER FDN INC MONM 7329238072 300 SECOND AVENUE LONG BRANCH NJ 077406300 LISA DEMARIA 2011-11-15 true 9738989494 2010 2016-03-07 17:11:31Z RONALD J DEL MAURO 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 5761045 false X www.sbhcs.com X 1984 NJ TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS AND SERVICES OF MONMOUTH MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. 39 34 0 262 0 0 2812107 2762465 64981 1696795 371484 532767 -24325 -30179 3224247 4961848 2351757 3936750 0 0 0 0 108900 0 662549 1669247 1599293 4129904 5536043 -905657 -574195 18465067 20109830 293067 1645830 18172000 18464000 TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS AND SERVICES OF MONMOUTH MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, creed, sex, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. false false 4325718 3936750 1696795 EXPENSES INCURRED IN SUPPORT OF THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF MONMOUTH MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH PROVIDES MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS REGARDLESS RACE, COLOR, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. 4325718 true true false true false false false false true true false true false true false true true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false false true 144 4 true 0 false false false false false true true false false false false X 39 34 false false false false true true true true true false false true true true true true true true true false NJ X THOMAS G SCOTT CPA 7329238072 2 CRESCENT PLACE OCEANPORT NJ 07757 X X GERALD C MARRONE 3.0 X X 0 0 0 GREGORY M FROMKIN 3.0 X X 0 0 0 KAREN M SICILIANO 3.0 X X 0 0 0 FRANCIS S BRANIN JR 3.0 X X 0 0 0 LUCIA M BARATTA 3.0 X 0 0 0 RICHARD S BERGER 3.0 X 0 0 0 MICHAEL BONEVENTO 3.0 X 0 0 0 ROBERT L BOYLE 3.0 X 0 0 0 JOHN BROCKRIEDE 3.0 X 0 0 0 TRACY BROWN 3.0 X 0 0 0 JOHN B CHECTON MD 3.0 X 0 0 0 MORGAN E CLINE 3.0 X 0 0 0 GEORGE C DAVIS MD 3.0 X 0 69337 0 JUDITH W DAWKINS 3.0 X 0 0 0 DOUGLAS H FORSYTH 3.0 X 0 0 0 ROBERT M GERARD 3.0 X 0 0 0 ARTHUR M GREENBAUM ESQ 3.0 X 0 0 0 LEROY J HERBERT 3.0 X 0 0 0 HILDE JENSSEN HOVNANIAN CFA 3.0 X 0 0 0 TERRY INGRAM 3.0 X 0 0 0 MICHELE DAVIS KARAGIANAKIS 3.0 X 0 0 0 GEORGE R LAUFENBERG 3.0 X 0 0 0 SIMON LEVIN ESQ 3.0 X 0 0 0 EDWARD F MCNAMEE 3.0 X 0 0 0 GLORIA NILSON 3.0 X 0 0 0 MICHAEL ONEILL 3.0 X 0 0 0 LUANNE M PETERPAUL 3.0 X 0 0 0 RONALD J RAC ESQ 3.0 X 0 0 0 RICHARD B RUCHMAN MD 3.0 X 0 120575 0 CYNTHIA RUSIS 3.0 X 0 0 0 SIRAN HOVANIAN SAHAKIAN 3.0 X 0 0 0 PATRICK P SCIRE 3.0 X 0 0 0 CAROL STILLWELL 3.0 X 0 0 0 WEBSTER TRAMMELL JR PSYD 3.0 X 0 0 0 ANN UNTERBERG 3.0 X 0 0 0 JAMES S VACCARO 3.0 X 0 0 0 FRANK J VOZOS MD FACS 3.0 X 0 632770 12854 LOUIS J ZINTERHOFER MD 3.0 X 0 0 0 JUDY MAZZEO ZOCCHI 3.0 X 0 0 0 DAPHNE HALPERN 52.0 X 0 191093 222 0 1013775 13076 0 false true false WINNING STRATEGIES WASHINGTON LLC 160 WEST STATE STREET TRENTON NJ 08608 CONSULTING 130565 HOLLYWOOD GOLF CLUB 510 ROSELD AVENUE DEAL NJ 07723 CATERING/FACILITIES 107407 2 278399 28098 2455968 2762465 OTHER PROGRAM RELATED REVENUE 900099 1696795 1696795 1696795 532767 532767 0 0 0 514521 278299 514521 0 0 254497 284676 -30179 -30179 0 4961848 1696795 502588 3936750 3936750 0 0 0 0 0 0 0 0 0 0 0 20600 20600 130565 130565 0 0 27509 27509 0 125497 50493 75004 0 0 0 10698 10698 0 0 0 0 3896 3896 0 ALLOC. OF PERSONNEL COSTS 736521 358879 377642 OTHER FUNDRAISING COSTS 84530 84530 PURCHASED SVCS & OTHER EXP 459477 258403 103210 97864 5536043 4325718 547776 662549 300 300 2661188 3248442 3664997 2769029 55675 50908 107821 96785 7627 11036 11465000 13426000 610280 604115 18465067 20109830 129382 132610 163685 1513220 293067 1645830 X 990000 2849000 11766000 10199000 5416000 5416000 18172000 18464000 18465067 20109830 X -574195 866195 X false true true X false X 5311477 7131000 3674369 2798968 2762465 21678279 5311477 7131000 3674369 2798968 2762465 21678279 6311197 15367082 327963 337546 467627 371484 532767 2037387 23715666 4473962 0.64797 0.69597 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 130565 false false 130565 false false LOBBYING ACTIVITIES SCHEDULE C, PART II-B; LINE 1G DURING 2010, THE ORGANIZATION PAID AN OUTSIDE LOBBYING FIRM $130,565 FOR LOBBYING ON A FEDERAL AND STATE LEVEL FOR THE BENEFIT OF MONMOUTH MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION ON VARIOUS MATTERS INCLUDING, BUT NOT LIMITED TO, FEDERAL AND STATE OF NEW JERSEY REIMBURSEMENT ISSUES. 5416000 5416000 5416000 5416000 5416000 5416000 1.00000 false false 107821 96785 11036 11036 MUTUAL FUNDS - U.S. EQUITIES 5573000 F EQUITIES 1360000 F CHARITABLE GIFT ANNUITY 14000 F DEPOSITS 20000 F MUTUAL FUNDS - FIXED INCOME 5150000 F ALTERNATIVE INVESTMENTS 429000 F ACCRUED INTEREST 15000 F CASH AND CASH EQUIVALENTS 865000 F 13426000 0 DUE TO AFFILIATES 1513220 OTHER LIABILITIES 0 1513220 4961848 5536043 -574195 915195 -49000 866195 292000 6676240 915195 799197 1714392 4961848 4961848 6335240 799197 799197 5536043 5536043 ENDOWMENT FUNDS SCHEDULE D, PART V, QUESTION 4 RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES. TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTE SCHEDULE D, PART X THE ORGANIZATION IS AN AFFILIATE IN THE SAINT BARNABAS HEALTH CARE SYSTEM ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. A BIG FOUR INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF MONMOUTH MEDICAL CENTER FOUNDATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S YEAR ENDED DECEMBER 31, 2008 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. (FIN) 48, ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OR MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS ELECTED TO DEFER THE ADOPTION OF FIN 48 UNTIL DECEMBER 31, 2009 IN ACCORDANCE WITH FASB STAFF POSITION (FSP) FIN 48-3, EFFECTIVE DATE OF FASB INTERPRETATION NO. 48 FOR CERTAIN NONPUBLIC ENTERPRISES. THE EFFECT OF ADOPTION OF FIN 48 IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. REC. OF CHANGE IN NET ASSETS FROM 990 TO AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XI; LINE 8 OTHER CHANGES IN FUND BALANCE INCLUDE: - PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS - ($101,000) - NET TRANSFER OF CASH FROM TAX-EXEMPT AFFILIATES - $52,000 RECONCILIATION OF REVENUE PER AUDITIED FINANCIAL STATEMENTS SCHEDULE D, PART XII; LINE 2D OTHER RECONCILIATION ITEMS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 INCLUDE: - SPECIAL EVENTS EXPENSE - $514,521 - GIFT SHOP EXPENSES - $217,073 - THRIFT SHOP EXPENSES - $67,603 RECONCILIATION OF EXPENSES TO AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XIII; LINE 2D OTHER RECONCILIATION ITEMS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 INCLUDE: - SPECIAL EVENTS EXPENSE - $514,521 - GIFT SHOP EXPENSES - $217,073 - THRIFT SHOP EXPENSES - $67,603 golf outing 321064 105719 215345 47215 57223 1890 109017 GALA 198189 24922 173267 25308 147959 4 273567 147658 125909 2040 123869 792820 278299 514521 47215 59263 25308 1890 380845 514521 true MONMOUTH MEDICAL CENTER 300 SECOND AVENUE LONG BRANCH NJ 07740 223452412 501(C)(3) 3914825 PROGRAM SUPPORT AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(C)(3) 7000 PROGRAM SUPPORT 2 0 GRANT AND FUND MONITORING SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X X X X X false false false false false false false false false FRANK J VOZOS MD FACS 0 431832 0 176368 0 24570 0 0 0 12854 0 645624 0 0 DAPHNE HALPERN 0 171686 0 0 0 19407 0 0 0 222 0 191315 0 0 DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 SAINT BARNABAS CORPORATION ("SBC") IS THE SOLE MEMBER OF THIS ORGANIZATION. SBC HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11A THE ORGANIZATION IS AN AFFILIATE IN THE SAINT BARNABAS HEALTH CARE SYSTEM ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. SAINT BARNABAS CORPORATION IS THE PARENT ENTITY OF THE SYSTEM. THE ORGANIZATION'S FEDERAL FORM 990 WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO THE FILING OF THE FEDERAL FORM 990 WITH THE IRS. IN ADDITION THE SAINT BARNABAS CORPORATION AUDIT COMMITTEE ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR ALL TAX-EXEMPT AFFILIATES OF THE SYSTEM BUT DID NOT PERFORM AN ACTUAL REVIEW OF EACH AFFILIATE FEDERAL FORM 990 WITH THE EXCEPTION OF SAINT BARNABAS CORPORATION. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S IN HOUSE COUNSEL, EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER, VICE PRESIDENT, INTERNAL AUDIT AND VARIOUS OTHER INDIVIDUALS TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP, INCLUDING THOSE INDIVIDUALS OUTLINED ABOVE FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. A MEETING WAS ALSO HELD TO REVIEW THE FINAL DRAFT OF THE FEDERAL FORM 990 WITH THE CHAIRPERSON OF THE ORGANIZATION'S FINANCE COMMITTEE AND OTHER INDIVIDUALS FOR REVIEW AND APPROVAL. FOLLOWING THIS REVIEW THE FINAL FEDERAL FORM 990 WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING OF THE TAX RETURN WITH THE IRS. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THIS CONFLICT OF INTEREST POLICY REQUIRES THAT A CONFLICT OF INTEREST FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY. IN A SITUATION IN WHICH A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT IS REFERRED TO THE CORPORATE NOMINATING AND GOVERNANCE COMMITTEE WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD OR ON CERTAIN ISSUES WHICH MAY COME BEFORE THE BOARD. AS APPROPRIATE THE COMMITTEE WILL TAKE ACTION TO ADDRESS THE CONFLICT. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE IN THE SAINT BARNABAS HEALTH CARE SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. SAINT BARNABAS CORPORATION ("SBC") IS THE PARENT ENTITY OF THE SAINT BARNABAS HEALTH CARE SYSTEM. CERTAIN OFFICERS AND EMPLOYEES OF OTHER SAINT BARNABAS HEALTH CARE SYSTEM ENTITIES MAY BE OFFICERS, TRUSTEES OR KEY INDIVIDUALS OF THIS ORGANIZATION. SBC'S BOARD OF TRUSTEES MAINTAINS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF SBC'S SENIOR MANAGEMENT, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT/CHIEF OPERATING OFFICER AND EXECUTIVE VP OPERATIONS. THE COMPENSATION COMMITTEE ALSO REVIEWS THE COMPENSATION AND BENEFITS OF OTHER KEY OFFICERS AND KEY EMPLOYEES OF THE SAINT BARNABAS HEALTH CARE SYSTEM; INCLUDING, WITHOUT LIMITATION, THE EXECUTIVE DIRECTORS OF THE SAINT BARNABAS HEALTH CARE SYSTEM'S HOSPITALS AND MEDICAL CENTERS. THE COMPENSATION COMMITTEE, WHICH IS REQUIRED BY THE CORPORATION'S BYLAWS TO BE COMPRISED SOLELY OF INDEPENDENT TRUSTEES, SEEKS GUIDANCE AND SUBSTANTIATION FROM A NATIONALLY RECOGNIZED COMPENSATION CONSULTANT. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT/CHIEF OPERATING OFFICER AND EXECUTIVE VP OPERATIONS. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THIS STUDY USED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILARLY SIZED HEALTHCARE SYSTEMS AND HOSPITALS, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS APPLIES TO CERTAIN SBC SENIOR MANAGEMENT PERSONNEL, INCLUDING, BUT NOT LIMITED TO, THE CHIEF EXECUTIVE OFFICER, PRESIDENT/CHIEF OPERATING OFFICER, EXECUTIVE VP OPERATIONS AND THE EXECUTIVE DIRECTORS OF THE SAINT BARNABAS HEALTH CARE SYSTEM HOSPITALS AND MEDICAL CENTERS. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990, WHERE APPLICABLE, ARE REVIEWED ANNUALLY BY THE SAINT BARNABAS HEALTH CARE SYSTEM'S CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY SECRETARY OF STATE. COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION FROM A RELATED ORGANIZATION. PLEASE NOTE THAT THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THAT RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. RECONCILIATION OF NET ASSETS CORE FORM, PART VI; QUESTION 5 OTHER CHANGES IN FUND BALANCE INCLUDE: - PROVISION FOR UNCOLLECTIBLE CONTRIBUTIONS - ($101,000) - NET TRANSFER OF CASH FROM TAX-EXEMPT AFFILIATES - $52,000 - UNREALIZED GAINS ON INVESTMENTS - $915,195 AUDITED FINANCIAL STATEMENTS CORE FORM, PART XI; QUESTION 2 A BIG FOUR INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF THE TAXPAYER FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; RESPECTIVELY, AND ISSUED A CERTIFIED AUDITED FINANCIAL STATEMENT. AN UNQUALIFIED OPINION WAS ISSUED BY THE BIG FOUR INDEPENDENT CPA FIRM EACH YEAR. THE TAXPAYER IS AN AFFILIATE IN THE SAINT BARNABAS HEALTH CARE SYSTEM ("SYSTEM"). THE SYSTEM'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE TAXPAYERS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GERALD C MARRONE TITLE:CHAIRMAN - TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GREGORY M FROMKIN TITLE:VICE CHAIRMAN - TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAREN M SICILIANO TITLE:SECRETARY - TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANCIS S BRANIN JR TITLE:TREASURER - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LUCIA M BARATTA TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD S BERGER TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL BONEVENTO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT L BOYLE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN BROCKRIEDE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TRACY BROWN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN B CHECTON MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MORGAN E CLINE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE C DAVIS MD TITLE:TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JUDITH W DAWKINS TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS H FORSYTH TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT M GERARD TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ARTHUR M GREENBAUM ESQ TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEROY J HERBERT TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HILDE JENSSEN HOVNANIAN CFA TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRY INGRAM TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHELE DAVIS KARAGIANAKIS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE R LAUFENBERG TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SIMON LEVIN ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWARD F MCNAMEE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GLORIA NILSON TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL ONEILL TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LUANNE M PETERPAUL TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RONALD J RAC ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD B RUCHMAN MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CYNTHIA RUSIS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SIRAN HOVANIAN SAHAKIAN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICK P SCIRE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL STILLWELL TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WEBSTER TRAMMELL JR PSYD TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANN UNTERBERG TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES S VACCARO TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK J VOZOS MD FACS TITLE:TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LOUIS J ZINTERHOFER MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JUDY MAZZEO ZOCCHI TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAPHNE HALPERN TITLE:VP DEVELOPMENT HOURS:3 CENTER STATE HEALTH GROUP INC 2 CRESCENT PLACE OCEANPORT NJ 08755 222939956 HEALTH SVCS. 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NJ 501(c)(3) HOSPITAL SBC COMMUNITY MEDICAL CENTER FOUNDATION 99 HIGHWAY 37 WEST TOMS RIVER NJ 08753 222597592 FUNDRAISING NJ 501(c)(3) 509(a)(1) SBC COUNTRY MANOR AT DOVER 16 WHITESVILLE ROAD TOMS RIVER NJ 07757 222462909 INACTIVE NJ 501(c)(3) 509(A)(2) CSHG EMTAC INC 2 CRESCENT PLACE OCEANPORT NJ 07111 222549945 INACTIVE NJ 501(c)(3) 509(a)(2) SBC IRVINGTON GENERAL HOSPITAL 832 CHANCELLOR AVENUE IRVINGTON NJ 07052 223452411 INACTIVE NJ 501(c)(3) HOSPITAL SBC IRVINGTON HOSPITAL FOUNDATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 08753 237025428 INACTIVE NJ 501(c)(3) 509(a)(3) SBC KENSINGTON MANOR CARE CENTER 16 WHITESVILLE ROAD TOMS RIVER NJ 08701 521571883 NURSING LTC NJ 501(c)(3) 509(a)(2) CSHG KIMBALL MEDICAL CENTER 600 RIVER AVENUE LAKEWOOD NJ 08701 223452413 HEALTH SVCS. 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NJ 501(c)(3) 509(a)(2) MMC NBI HEALTH PARTNERS PA 201 LYONS AVENUE NEWARK NJ 07112 271694034 INACTIVE NJ 501(c)(3) N/A NBI NEWARK BETH ISRAEL MEDICAL CENTER 201 LYONS AVENUE NEWARK NJ 08701 223452311 HEALTH SVCS. NJ 501(c)(3) HOSPITAL SBC SAINT BARNABAS ASSIST LIVING AT LAKEWOOD 77 WILLIAMS STREET LAKEWOOD NJ 08754 223451655 NURSING LTC NJ 501(c)(3) 509(a)(2) CSHG SAINT BARNABAS BEHAVIORAL HEALTH CENTER 1691 ROUTE 9 TOMS RIVER NJ 07039 222977312 HEALTH SVCS. NJ 501(c)(3) HOSPITAL CSHG SAINT BARNABAS CORPORATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222405279 HEALTH SVCS. NJ 501(c)(3) 509(a)(3) NA SAINT BARNABAS DEVELOPMENT FOUNDATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 222378422 FUNDRAISING NJ 501(c)(3) 509(a)(2) SBHCSRI SAINT BARNABAS HEALTH CARE SYSTEM FDN 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223769036 FUNDRAISING NJ 501(c)(3) 509(a)(1) SBC SAINT BARNABAS HOSPICE AND PALLIATIVE 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07039 222354659 HEALTH SVCS. 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LIVINGSTON INFUSION CARE INC 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 223190756 HEALTHCARE SVCS. NJ NA C CORP. MAJOR SECURITY SERVICES INC 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 223040539 SECURITY SVCS. NJ NA C CORP. MEDICAL CTR HEALTH CARE SVCS 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 223011742 HEALTHCARE SVCS. NJ NA C CORP. CENTER STATE HEALTH SVCS 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 222592293 HEALTHCARE SVCS. NJ NA C CORP. CENTER STATE MANAGEMENT CORP 300 SECOND AVENUE LONG BRANCH NJ 07740 222506125 MGMT SVCS. NJ NA C CORP. CENTER STATE COLLECTION SVCS 2 CRESCENT PLACE OCEANPORT NJ 07757 222629075 COLLECTION SVCS. NJ NA C CORP. COMMUNITY KARE INC 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 222993840 HEALTHCARE SVCS. NJ NA C CORP. KIMBALL HLTH CARE AFFILIATES 300 SECOND AVENUE LONG BRANCH NJ 07740 222701213 INVESTMENT NJ NA C CORP. HEALTH CARE FACILITIES MGT 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 223532988 MAINT. SVCS. NJ NA C CORP. PREMIUM HEALTH SYSTEMS INC ONE FRANKLIN AVENUE BELLEVILLE NJ 07109 222779395 HEALTHCARE SVCS. NJ NA C CORP. SBC MANAGEMENT CORPORATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 223414332 MGMT SVCS. NJ NA C CORP. PROFESSIONAL QUALITY LIAB 100 BANK STREET BURLINGTON VT 05401 205163819 INSURANCE SVCS. VT NA C CORP. HEALTHCARE SYSTEMS MGT INC 1 CRAGWOOD ROAD SUITE 3D SOUTH PLAINFIELD NJ 07080 542104844 INACTIVE NJ NA C CORP. NJ HEALTH CARE SYSTEM INC 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 223536986 INACTIVE NJ NA C CORP. CPIC 44 CHURCH STREET HAMILTON BERMUDA BD HM11 FINANCIAL VEHICLE BD NA FOREIGN CORP. false true true true true false false false false false false false false true false true false true