2011-07-28T13:42:25-05:00 2010-09-30 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2009-10-01 042780816 MORTON HOSPITAL AND MEDICAL CENTER INC MORT 5088287000 88 WASHINGTON STREET TAUNTON MA 02780 maureen bryant 5088287000 2011-07-13 1 Alan Garofalo 6177427788 2009 2016-02-24 21:20:13Z maureen bryant 88 WASHINGTON STREET TAUNTON MA 02780 138381584 0 X mortonhospital.org X 1889 MA MORTON HOSPITAL AND MEDICAL CENTER, INC. IS A VOLUNTARY NON-PROFIT CORPORATION LOCATED IN THE CITY OF TAUNTON IN BRISTOL COUNTY, MASSACHUSETTS. THE HOSPITAL IS A 153-BED AND 14 BASSINET GENERAL MEDICAL/SURGICAL ACUTE COMMUNITY HOSPITAL. THE HOSPITAL OFFERS A FULL RANGE OF HOSPITAL SERVICES AND, IN ADDITION, PROVIDES OTHER SPECIALTY PROGRAMS AND SERVICES TO FURTHER THE COMMUNITY. THE SERVICE AREA OF THE HOSPITAL IS COMPOSED OF THE FOLLOWING LOCALES: TAUNTON, EAST TAUNTON, RAYNHAM, NORTH DIGHTON, DIGHTON, MIDDLEBORO, REHOBOTH, LAKEVILLE, BRIDGEWATER AND NORTON. THE POPULATION OF THE SERVICE AREA IS APPROXIMATELY 120,000 BASED UPON THE LATEST AVAILABLE DATA FROM THE MORTON HOSPITAL MARKETING DEPARTMENT. 26 24 1291 120 0 0 3063672 553587 127390194 127318134 400681 1021039 1899600 2093075 132754147 130985835 0 0 74782820 76510393 0 0 50074820 52415404 124857640 128925797 7896507 2060038 73770333 67683435 72171460 75131942 1598873 -7448507 To improve the health status of our communities by providing access to comprehensive, high quality, compassionate and efficient healthcare services. 0 1 56782349 63357079 INPATIENT HEALTHCARE SERVICES - PROVIDING IMPATIENT SERVICES CONSISTENT WITH OUR CORE VALUES BY PROVIDING ACCESS TO COMPREHENSIVE, HIGH QUALITY, COMPASSIONATE AND EFFICIENT HEALTHCARE SERVICES. THE COMMUNITY SERVED OF THE HOSPITAL IS COMPOSED OF THE FOLLOWING LOCALES: TAUNTON, EAST TAUNTON, RAYNHAM, NORTH DIGHTON, DIGHTON, MIDDLEBORO, REHOBOTH, LAKEVILLE, BRIDGEWATER AND NORTON. DURING FY10, MORTON HOSPITAL PROVIDED 35576 PATIENT DAYS OF INPATIENT SERVICES, WITH 8378 DISCHARGES. 42682460 48814680 OUTPATIENT HEALTHCARE SERVICES - PROVIDING OUTPATIENT SERVICES CONSISTENT WITH OUR CORE VALUES BY PROVIDING ACCESS TO COMPREHENSIVE, HIGH QUALITY, COMPASSIONATE AND EFFICIENT HEALTHCARE SERVICES. THE COMMUNITY SERVED OF THE HOSPITAL IS COMPOSED OF THE FOLLOWING LOCALES: TAUNTON, EAST TAUNTON, RAYNHAM, NORTH DIGHTON, DIGHTON, MIDDLEBORO, REHOBOTH, LAKEVILLE, BRIDGEWATER AND NORTON. DURING FY10, MORTON HOSPITAL HAD 68152 OUTPATIENT VISITS. 13243650 15146375 EMERGENCY ROOM SERVICES - PROVIDING EMERGENCY ROOM SERVICES CONSISTENT WITH OUR CORE VALUES BY PROVIDING ACCESS TO COMPREHENSIVE, HIGH QUALITY, COMPASSIONATE AND EFFICIENT HEALTHCARE SERVICES. THE COMMUNITY SERVED BY THE HOSPITAL IS COMPOSED OF THE FOLLOWING LOCALES: TAUNTON, EAST TAUNTON, RAYNHAM, NORTH DIGHTON, DIGHTON, MIDDLEBORO, REHOBOTH, LAKEVILLE, BRIDGEWATER AND NORTON. DURING FY10, MORTON HOSPITAL HAD 52,852 EMERGENCY ROOM VISITS. 127318134 127318134 112708459 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 151 0 1 1291 1 0 0 0 0 0 1 1 0 0 0 26 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X RICHARD JEFFCOTE 5088287000 88 WASHINGTON STREET TAUNTON MA 02780 Michael G Broutsas DDS 2.00 X 0 0 0 Orlando F de Abreu 2.00 X 0 0 0 Louise A Freeman 2.00 X 0 0 0 David T Gay 2.00 X 0 0 0 Henry C Gill Jr 2.00 X 0 0 0 Harold Goren OD 2.00 X 0 0 0 A Werner Horlbeck 2.00 X 0 0 0 James P Hoye MD 2.00 X 0 0 0 E Dennis Kelly Jr 2.00 X 0 0 0 Barbara LaFrance 2.00 X 0 0 0 Donald L McKinnon 2.00 X 0 0 0 Robert J McNamee MD 2.00 X 0 0 0 Joseph I Quinn 2.00 X 0 0 0 Louis M Ricciardi 2.00 X 0 0 0 Edward A Roster 2.00 X 0 0 0 Victor P Santos 2.00 X 0 0 0 Barry S Saperia MD 2.00 X 71000 0 0 Jean S Scarborough 2.00 X 0 0 0 maureen Sroczynski 2.00 X 0 0 0 David A St Yves 2.00 X 0 0 0 Richard H Taus MD 2.00 X 0 0 0 Charles A Thayer MD 2.00 X 0 0 0 Frank M Tomase MD 2.00 X 9238 0 0 terrence gome Ed D 2.00 X 0 0 0 mark hickey 2.00 X 0 0 0 maureen a bryant 40.00 X X 371249 0 26863 Barbara Engler 2.00 X 0 0 0 lawrence e seck 40.00 X 283247 0 18652 DONNA MAHER 40.00 X 168353 0 2710 SUSAN MANGINI 40.00 X 162691 0 17330 MARK GRONBERG 40.00 X 152508 0 17241 IMAD BAHHADY MD 40.00 X 268463 0 18507 jacqueline hess 40.00 X 148926 0 17203 peter cyr 40.00 X 144198 0 15393 myer bornstein 40.00 X 134314 0 17049 jayne parker 40.00 X 133782 0 7764 thomas c porter 40.00 X 498703 0 192740 2546672 0 351452 11 1 1 0 se mass mri consortium 153 washington street belmont MA 02478 MRI SCANS 1586230 center for wound healing inc 155 white plains road tarrytown NY 10591 management services for wound center. 1210417 nexis healthcare 66 north street south boston MA 02127 profess comp - hospitalist program. 747125 horizon mental health management 1500 waters ridge drive louisville TX 75057 management services for ebhs department. 724214 Specialty Laboratories Inc PO Box 54920 Los Angeles CA 90054 Lab Services 534433 22 61018 276529 216040 46850 553587 patient service revenu 900099 127318134 127318134 127318134 540374 540374 428467 428467 428467 428467 7844954 7364289 480665 480665 480665 31460 61018 31460 0 ohs operating income 900099 785153 785153 semri income 900099 303456 303456 Sports medicine income 900099 111495 111495 464504 464504 1664608 130985835 129411209 0 1021039 2332652 2332652 55716432 49550556 6165876 14257836 12170454 2087382 4203473 3588074 615399 401961 401961 233251 233251 1110097 1110097 165886 165886 393984 393984 1802028 1538206 263822 1189262 1189262 4425714 3777779 647935 609831 609831 program supplies and ex 33203094 33203094 bad debt expense 4789450 4789450 professional compensati 4090846 4090846 128925797 112708459 16217338 0 8844826 5464139 12872026 12210243 1614214 1417005 1122065 1448598 102874490 76780293 26404974 26094197 18311718 16900298 3505937 3116028 1094573 1032927 73770333 67683435 18997512 16245508 20023232 18889998 9361448 6531998 23789268 33464438 72171460 75131942 X -1917034 -9962452 3052764 2050802 463143 463143 1598873 -7448507 73770333 67683435 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 31047 31047 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: Lobbying activity is a portion of dues paid to MHA and AHA along with amounts paid to Dennis Smith & Associates. 9526929 1038075 10565004 9322325 204604 9526929 0.92700 0.04400 0.02900 0 1 1 2277182 2277182 25734505 21302743 4431762 19833887 15286238 4547649 55007068 40191312 14815756 21848 21848 26094197 long-term pension liability 29311279 estimated settlements with third party payors 4153159 33464438 130985835 128925797 2060038 468501 -11575919 -11107418 -9047380 130536797 849059 849059 129687738 1298097 1298097 130985835 128925797 0 128925797 0 128925797 Part V, Line 4: Description of Intended Use of Endowment Funds: The Hospital's endowment includes both donor restricted endowment funds and funds designated by the board of directors to function as endowments. The intended use of the Hospital's endowment funds are directed in accordance with the donor's intent including the preservation of the original gift and various purposes. Part XI, Line 8 - Other Adjustments: transfer to affiliate: -2886006. adjustment to record pension liability: -8753723. unrealized gain on temp restricted net assets: 63810. Part XII, Line 2d - Other Adjustments: Net assets released: 849059. Part XII, Line 4b - Other Adjustments: Other contributions: 277058. Investment income ($540,374) and sale gains ($480,665): 1021039. FIN 48 Footnote: No provision for federal income taxes has been recorded in the accompanying financial statements. In accordance with generally accepted accounting principles, the Hospital annually evaluates its tax status and tax positions taken with respect to its operations and financial position. golf tournament 67135 45668 21467 21467 paint the night pink 25343 15350 9993 1886 7407 700 92478 61018 31460 1886 7407 22167 31460 0 1 1 1 X 1 X 1 1 1 0 1 1 3989571 2017248 1972323 0.01590 14613855 9946201 4667654 0.03760 18603426 11963449 6639977 0.05350 385218 385218 0.00310 385218 385218 0.00310 18988644 11963449 7025195 0.05660 1 2480935 1106201 45942656 46287993 -345337 X 1 1 Shields MRI mri services 0.25000 0.00000 0.00000 morton hospital and medical center inc

88 washington street taunton MA 02780

X X X EBHS, TCU, Homecare Part I, Line 7f: The Hospital provides an allowance for doubtful accounts equal to estimated bad debt losses. The estimated losses are based upon historical collection experience together with a review of the current status of the existing receivables. Part III, Line 4: The costing methodology consists of applying a cost to charge ratio to the recorded provision for bad debt and charity care revenues based on a cost report. Part III, Line 8: The computed shortfall has not been included in the community benefit. Part VI, Line 2: Morton Hospital and Medical Center's community benefits mission statement and the guiding philosophy of our community initiatives is to improve the health status of the community by providing access to comprehensive, high quality, compassionate and efficient health services in the community setting. Morton Hospital is recognized by the Department of Health Care Financing and Policy as an Essential Community Provider and receives funding based on the Hospital's status under the Massachusetts Health Safety Net's designation of a medically-underserved area. Through continuous assessment of unmet community health needs, participation on local action committees and funding of several community-based health care initiatives, the Hospital is able to respond to low-income, under or uninsured populations, providing access to comprehensive care across Central Southeastern Massachusetts - primarily Taunton, Raynham, Berkley, Dighton, Bridgewater, Rehoboth, Middleboro, Lakeville, Carver, Assonet, East Freetown and Norton. The Hospital subsidizes such services as necessary within its financial capabilities.This community benefits philosophy expands upon the mission of Morton Hospital to identify and address community needs, particularly those that affect the health and wellness of residents throughout the greater Taunton area. Aiming to provide culturally-sensitive, linguistically-appropriate, accessible health care services to the communities it serves, Morton Hospital encourages the community to engage in healthy lifestyles, be active participants in their health care, and educate themselves of the risks associated with unhealthy behaviors and poor lifestyle choices. The Hospital also works to address barriers to health care access and maintains adult and school-based clinics in the community to provide primary health care services to under-insured or uninsured people.The Hospital fosters an internal environment that encourages involvement in community benefit activities and includes in its mission and goals the development of organization-wide cultural diversity programming addressing the cultural needs of our community. Part VI, Line 3: The Hospital employs a financial counselor who assists and educates patients and their families on financial matters concerning the Hospital charity care policy and eligibility for state and federal programs. Part VI, Line 4: Morton Hospital's primary service area is located in Central Southeastern Massachusetts, approximately 40 miles south of Boston, and includes the towns of: Taunton, East Taunton, Raynham, Middleborough, Lakeville, Dighton, North Dighton, and Berkley. The primary population served is (aggregate ethnicity: 85% non-Hispanic white; 5.2% Hispanic/Latino; 4.6% black; 1.4% Asian; and 3.8% other). Median household income for the city of Taunton is estimated at $55,607 (2009 data). MA X X X X X X 0 1 0 0 0 0 0 0 0 maureen a bryant 344599 0 0 0 26650 0 16500 0 10363 0 398112 0 0 0 lawrence e seck 279097 0 0 0 4150 0 0 0 18652 0 301899 0 0 0 DONNA MAHER 144826 0 0 0 23527 0 0 0 2710 0 171063 0 0 0 SUSAN MANGINI 143419 0 0 0 19272 0 0 0 17330 0 180021 0 0 0 MARK GRONBERG 151763 0 0 0 745 0 0 0 17241 0 169749 0 0 0 IMAD BAHHADY MD 251699 0 0 0 16764 0 0 0 18507 0 286970 0 0 0 jacqueline hess 126376 0 0 0 22550 0 0 0 17203 0 166129 0 0 0 peter cyr 143997 0 0 0 201 0 0 0 15393 0 159591 0 0 0 myer bornstein 128889 0 0 0 5425 0 0 0 17049 0 151363 0 0 0 thomas c porter 351438 0 0 0 147265 0 169388 0 23352 0 691443 0 498703 0 Part I, Line 4b: Since 1992, the Hospital has provided the former President of the Hospital with supplemental executive retirement benefits through a split dollar life insurance agreement. During 2008, the Hospital reviewed the supplemental executive retirement benefit agreement and determined that the benefit that would have been provided from this plan would not have been consistent with the level of retirement benefit commonly provided to executives in the industry. In 2008, the Hospital restructured this split dollar policy agreement and converted it to a traditional non-qualified deferred compensation plan that is in accordance with Internal Revenue Code Section 457(F) and 409A. In 2009, the Hospital paid off the related liability. Supplemental Information Part III Part II, Column (F): Deferred Compensation - Since 1992, the Hospital has provided the former President of the Hospital with supplemental executive retirement benefits through a split dollar life insurance agreement. During 2008, the Hospital reviewed the supplemental executive retirement benefit agreement and determined that the benefit that would have been provided from this plan would not have been consistent with the level of retirement benefit commonly provided to executives in the industry. In 2008, the Hospital restructured this split dollar policy agreement and converted it to a traditional non-qualified deferred compensation plan that is in accordance with Internal Revenue Code Section 457(F) and 409A. In 2009, the Hospital paid off the related liability. massachusetts health and educational facilities authority 042456011 57586CAX3 2004-12-14 25250000 Bonds were issued to advance refund the Hospital's series b revenue bond 0 0 25250000 3767329 28411482 517043 1122890 0 1 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 charles a thayer md board member of Hospital 653204 The organization rents office space from RockyKnoll Estates, Inc, an entity of the Theodore R. Thayer Irrevocable Trust, of which Dr. Thayer is a trustee. The organization also compensates Morton Surgical, P.C. (Dr Thayer's practice) for general surgical coverage. 0 james hoye md board member of Hospital 30802 James Hoye's wife is compensated for serving as Medical Director of Home Care. 0 X Equipment 1 46850 fMV 0 0 0 Form 990, Part III, line 3 Changes in Program Services During the fiscal year, the Hospital closed its transitional care unit (TCU) and occupational health services (OHS). Form 990, Part VI, Section A, line 6 Morton Health Foundation is the sole member of the Organization and elects the board of directors. There are no classes of directors. Morton Health Foundation has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. Form 990, Part VI, Section A, line 7a Morton Health Foundation is the sole member of the Organization and elects the board of directors. There are no classes of directors. Morton Health Foundation has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. Form 990, Part VI, Section A, line 7b Morton Health Foundation is the sole member of the Organization and elects the board of directors. There are no classes of directors. Morton Health Foundation has the power to remove directors, to fill vacancies, and to increase or decrease the size of the board. Form 990, Part VI, Section B, line 11 The organization prepares the Form 990 and the related disclosures with assistance and guidance from its individual tax advisors (CPA firm). The Form 990 is reviewed by management prior to submission to the board of directors and the IRS. Form 990, Part VI, Section B, line 12c The organization requires that all key employees, officers and members of the board of directors and any member of any committee to disclose in writing (and update annually) all business and other relationships which might potentially create a conflict of interest as defined by the policy. The written disclosure shall include an itemization of any substantive conflict of interest for such individual by virtue of his or her activities. The conflict of interest policy is reviewed and communicated to ensure individuals with outside relationships do not inappropriately participate in business decisions of the Organization in which they are not independent. Form 990, Part VI, Section B, line 15 All compensation for the CEO and senior executives throughout the Organization are governed and overseen by the Board of Directors. The Board established a Compensation Committee, made up of Independent trustees, who are given the authority to establish compensation for all senior executives. The Compensation Committee performs annual reviews and approves executive compensation. In order to assist the Committee in its responsibilities, the Compensation Committee hires independent, outside compensation consultants to advise the committee on the reasonableness of the overall executive compensation. The Committee works with these consultants to ensure that all compensation is reasonable, meets all regulatory requirements and is competitive within the relevant market. Form 990, Part VI, Section C, line 18 The organization makes its form 990 available to the public upon request. Additionally, the organization's form 990 is available on the public charities website maintained by the Commonwealth of Massachusetts Attorney General. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Additionally, the organization's financial statements are available on the public charities website maintained by the Commonwealth of Massachusetts Attorney General. The Organization's financial statements were audited by an independent accounting firm. The organization has an audit committee responsible for oversight of the audit of its financial statements as well as the selection of an independent accounting firm. Form 990, Part VII Director's Compensation Dr. Saperia is not compensated for his role as a board member he is compensated with a 1099 for Ortho coverage as well as for serving as the President of the Medical Staff. morton health foundation inc 88 washington street taunton MA 02780 042103605 Parent corporation which manages endowment funds MA 501 (C)(3) Supporting - type 3 morton physician associates inc 88 washington street taunton MA 02780 043288841 provide comprehensive/compassionate healthcare to the community MA 501 (C)(3) Supporting - type 3 Morton Health Foundation Inc morton hospital auxiliary inc 88 washington street taunton MA 02780 042789935 fund raising for the benefit of morton hospital and medical center MA 501 (C)(3) Supporting - type 3 Morton Health Foundation Inc community counseling of bristol county inc 1 washington street taunton MA 02780 043035697 provide mental health assessment and treatment to clients MA 501 (C)(3) Supported Org Morton Health Foundation Inc morton property inc 88 washington street tauntion MA 02780 042810927 leasing of real estate for medical purposes MA morton health foundation inc C 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 Morton Physician Associates Inc D 2886006 morton hospital auxiliary inc R 46850 morton physician Associates Inc I 62031 morton property inc J 507248