2026-05-14T16:08:08-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 221482276 THE MATHENY SCHOOL AND HOSPITAL INC MATH 9082340011 65 HIGHLAND AVENUE PO BOX 339 PEAPACK NJ 07977 ALLISON LIGORI DIRECTOR OF FINANCE 9082340011 2026-05-14 1 0 X KERRI N BOGDA P00760402 7177404863 2026-05-12 2024 2025-03-06 01:10:19Z MATHENY MEDICAL & EDUCATIONAL CENTER NANCY HAMSTRA 65 HIGHLAND AVENUE PO BOX 339 PEAPACK NJ 07977 78390736 0 X WWW.MATHENY.ORG X 1950 NJ PROVIDE COMPREHENSIVE SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 12 12 762 14 0 0 1063563 1498416 57542126 59499965 1519579 3454760 390937 377416 60516205 64830557 0 0 0 0 48283480 46508319 0 0 546795 11586021 11555004 59869501 58063323 646704 6767234 77232668 77444504 16133434 8673130 61099234 68771374 X THE MISSION OF MATHENY SCHOOL AND HOSPITAL IS TO OPTIMIZE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND SIGNIFICANT FUNCTIONAL IMPAIRMENTS. 0 0 33382473 39269976 PROFESSIONAL CARE AND NURSING - PRIMARY, SUBSPECIALTY AND REHABILITATIVE CARE TO PATIENTS WITH CHRONIC NEUROLOGICAL DISABLING CONDITIONS OF ALL AGES. PROVIDE SUPPORT FOR NURSING AND ALL CLINICAL, THERAPEUTIC AND EDUCATIONAL DISCIPLINES. PROVIDE THE SCHOOL HEALTH FUNCTIONS FOR THE MATHENY SCHOOL. STAFF THE INPATIENT AND OUTPATIENT UNITS OF MATHENY MEDICAL AND EDUCATIONAL CENTER. PROVIDE EACH PATIENT WITH THE HIGHEST LEVEL OF PROFESSIONAL NURSING AND PARAPROFESSIONAL PERSONAL CARE. BE AN INTEGRATED TEAM WHICH PROVIDES COMPREHENSIVE, TRANSDISCIPLINARY SERVICES TO INDIVIDUALS WITH DISABILITIES OF A DEVELOPMENTAL NATURE. CONTINUED ON SCHEDULE O.MAINTAIN WELLNESS BY CREATING AN ATMOSPHERE WHICH IS HARMONIOUS AND PROMOTES INDIVIDUAL GROWTH AND DEVELOPMENT. TO PROVIDE RELATED SERVICES TO THE MATHENY COMMUNITY, INCLUDING INFECTION CONTROL, ENTERSTOMAL THERAPY, EMPLOYEE HEALTH SERVICES, RESPIRATORY THERAPY AND PHLEBOTOMY SERVICES. ALSO CONSULT WITH THE ADULT LEARNING CENTER AT HILLSBORO (MALCH) AND THE CENTER OF MEDICINE AND DENTISTRY (MCMD). 9104311 10709994 EDUCATION AND PSYCHOLOGICAL CARE AND DIETARY - PROVIDE AN INTEGRATED EDUCATIONAL EXPERIENCE FOR STUDENTS WITH A DIVERSE RANGE OF ABILITIES AND DISABILITIES. EACH STUDENT IS GIVEN OPPORTUNITIES TO REACH HIS OR HER HIGHEST LEVEL OF ACADEMIC ACHIEVEMENT, TO OBTAIN MAXIMUM INDEPENDENCE, AND TO TRANSITION INTO POST-SECONDARY FUNCTIONAL AND COMMUNITY-BASED PROGRAMS. THE MATHENY SCHOOL IS A PREMIER LEARNING INSTITUTION FOR STUDENTS WITH DEVELOPMENTAL DISABILITIES, STRIVING FOR EXCELLENCE AND BEST PRACTICES IN EDUCATIONAL ADAPTATIONS AND LEARNING OUTCOMES. MATHENY FACILITATES CHANGE TO MAXIMIZE THE POTENTIAL OF PERSONS SERVED SO THAT THEY MAY ACHIEVE INDEPENDENCE AND INTEGRATION INTO THE COMMUNITY. 8092720 9519995 THERAPY - TO PROVIDE A CONTINUUM OF SERVICES IN THE AREAS OF OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH-LANGUAGE THERAPY, MUSIC THERAPY, RECREATION THERAPY AND ASSISTIVE TECHNOLOGY TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN BOTH MATHENY'S INTERNAL AND EXTERNAL PROGRAMS. 50579504 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 762 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MICHAEL HEWSON 9082340011 65 HIGHLAND AVENUE PEAPACK NJ 07977 PAUL FRASCELLA CHAIRPERSON 1.00 X X 0 0 0 CARL KIRTON VICE CHAIR/SECRETARY 1.00 X X 0 0 0 ALBERT MEZZAROBA ESQ TREASURER 1.00 X X 0 0 0 RUTH K BASH TRUSTEE 1.00 X 0 0 0 EDANA DESATNICK TRUSTEE 1.00 X 0 0 0 CARLA M JARDIM MD TRUSTEE 1.00 X 0 0 0 WARREN JOSEPHSON TRUSTEE 1.00 X 0 0 0 WILLIAM A KRAIS ESQ TRUSTEE 1.00 X 0 0 0 KRISTEN LABAZZO PHD MBA TRUSTEE 1.00 X 0 0 0 DAVID SCHULZ TRUSTEE 1.00 X 0 0 0 DAVID SZOTT TRUSTEE 1.00 X 0 0 0 ALAN E TUROVLIN CPA CGMA TRUSTEE 1.00 X 0 0 0 PETER HOLLOWAY TRUSTEE (UNTIL 09/24) 1.00 X 0 0 0 NANCY HAMSTRA FACHE PRESIDENT & CEO (AS OF 12/24) 37.50 X 0 0 0 WILLIAM M KENT MHA PRESIDENT & CEO (UNTIL 12/24) 37.50 X 521982 0 27462 VINCENT BARBA MD FACP FHM VP PATIENT CARE AND SAFETY 37.50 X 400048 0 58982 NANCY PETRILLO VP OF HUMAN RESOURCES 37.50 X 230578 0 30856 SEAN MURPHY VP OF EDUCATION 37.50 X 127901 0 19026 MICHAEL HEWSON VP FINANCE/CFO 37.50 X 257661 0 47193 AIMEE HUNNEWELL CHIEF DEVELOPMENT OFFICER 37.50 X 245009 0 33481 DR CHRISTINE MAND PHYSICIAN 37.50 X 302101 0 42752 DR SURBPARKASH SINGH PHYSICIAN 37.50 X 243641 0 36428 DR SUSAN ROELOFFS PHYSICIAN 37.50 X 215494 0 51584 KENNETH ROBEY PHD CPHQ ADMIN MGR OF QI PS AND REGULATIONS 37.50 X 184955 0 32119 ALLISON LIGORI DIRECTOR OF FINANCE 37.50 X 182799 0 45339 2912169 0 425222 19 0 1 0 C-K CONTROL TEMP INC 29 KING GEORGE ROAD GREEN BROOK NJ 08812 CONTRACTOR 536633 PK CONTRACTING 3025 ROUTE 10 SUITE 3 MORRIS PLAINS NJ 07950 CONTRACTOR 304762 PERFORMANCE FOOD GROUP COMPANY 100 INDUSTRIAL PARK RD COAL TOWNSHIP PA 17866 FOOD SERVICE 287268 UNITEMP MECHANICAL DEGREES LLC 26 WORLDS FAIR DRIVE SOMERSET NJ 08873 CONTRACTOR 210956 BAKER TILLY US LLC BOX 78975 MILWAUKEE WI 53278 AUDITING AND TAX SERVICES 179644 10 335132 1163284 1498416 PROFESSIONAL CARE AND NURSING 623000 59499965 59499965 59499965 936893 936893 16054548 13536681 2517867 2517867 2517867 0 335132 23498 -23498 -23498 OTHER INCOME 900099 254055 254055 ARTS ACCESS INCOME 713990 146859 146859 400914 64830557 59499965 0 3832176 1590672 692454 898218 37834254 34923615 2534076 376563 352111 315005 33407 3699 3889477 3626732 226034 36711 2841805 2581482 234372 25951 15000 15000 173661 173661 180000 180000 301467 301467 2184780 1727525 457255 37421 37421 643184 639491 1866 1827 1097757 1097757 8599 5099 3500 179745 179745 1087850 1087850 1298453 1298453 SUPPLIES 2136145 1454386 579715 102044 MEDICATION EXPENSES 750237 750237 GRANT EXPENSES 542765 542765 REPAIRS & MAINTENANCE 372587 372587 545353 545353 58063323 50579504 6937024 546795 100 100 3884123 3405938 17269408 22265546 14690 14690 235245 253558 45224189 34705898 10542646 10518291 44379177 40002190 907279 984191 77232668 77444504 7048356 6624487 8258877 1608877 826201 439766 16133434 8673130 X 60245865 68126479 853369 644895 61099234 68771374 77232668 77444504 6767234 904906 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45950684 -4761691 41188993 41902080 4048604 45950684 37730151 4171929 41902080 44169923 -6439772 37730151 35621985 8547938 44169923 0.99500 0.00500 0 0 270094 270094 30566376 24382831 6183545 209107 206828 2279 12146024 9257977 2888047 2032588 858262 1174326 10518291 SUNDRY LIABILITIES 133529 OPERATING LEASE OBLIGATIONS 306237 439766 X 65457494 904906 -301467 603439 64854055 -23498 -23498 64830557 57785354 23498 23498 57761856 301467 301467 58063323 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED TO SUPPORT THE SUSTAINABILITY OF MATHENY. PART X, LINE 2: THE CENTER ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNIZED THRESHOLD IN 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S -301,467. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -23,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,498. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S 301,467. MILES FOR MATHENY 250944 250944 23498 ARTS FESTIVAL 24110 24110 1 60078 60078 335132 335132 23498 23498 -23498 1 1 X 0 0 1 0 0 165318 22416 142902 0.00250 165318 22416 142902 0.00250 165318 22416 142902 0.00250 0 0 0 X 0 1 1 THE MATHENY SCHOOL & HOSPITAL INC 65 HIGHLAND AVENUE PEAPACK NJ 07977 21801 X SPECIALTY HOSPITAL THE MATHENY SCHOOL & HOSPITAL INC 1 0 0 1 X X X X X X X X X 24 1 0 0 1 X MATHENY.ORG X 1 24 1 MATHENY.ORG 0 1 X X 0 1 X 1 X MATHENY.ORG/FINANCIAL-ASSISTANCE-POLICY X MATHENY.ORG/FINANCIAL-ASSISTANCE-POLICY X X X 1 X 0 X 1 X 0 0 THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 5: TO DETERMINE HOW THE HEALTH NEEDS OF PEOPLE WITH DISABILITIES IN THE STATE OF NEW JERSEY ARE BEING MET, MATHENY SURVEYED 51 AGENCIES. FOURTEEN OF THOSE AGENCIES (27.4%) RESPONDED, BUT ONLY SEVEN IDENTIFIED THEMSELVES. THEY ARE: ABILITIES OF NORTHWEST NEW JERSEY, INC.; ALTERNATIVES, INC.; CENTER FOR FAMILY SUPPORT NEW JERSEY; LADACIN NETWORK; NORTH JERSEY ELKS DEVELOPMENTAL DISABILITIES ASSOCIATION; PRINCETON CHILD DEVELOPMENT INSTITUTE; AND PROGRESSIVE COMPREHENSIVE SERVICES, LLC. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 11: IN RECOGNITION OF THE IDENTIFIED UNMET NEEDS, PARTICULARLY THOSE IN THE AREAS OF MEDICAL AND DENTAL SERVICES, RESIDENTIAL SERVICES, THERAPEUTIC SERVICES, ADAPTIVE EQUIPMENT AND DEVICES, MATHENY HAS ATTEMPTED TO ADDRESS THOSE NEEDS THROUGH: (1) HEALTH CARE EDUCATION; (2) COLLABORATIVE ALLIANCES AND PARTNERSHIPS; (3) ORGANIZATIONAL TRANSFORMATION AND EXPANSION; AND (4) AWARENESS OF, AND ENGAGEMENT WITH, PROVIDERS OF RELATED AND COLLATERAL SERVICES.1. ADDRESSING UNMET NEEDS THROUGH HEALTH CARE EDUCATION:RECOGNIZING A NEED TO ENSURE THAT THE HEALTH CARE COMMUNITY BEYOND MATHENY'S WALLS IS PREPARED TO SERVE THIS POPULATION THAT, BY ITS NATURE, HAS A NARROWER MARGIN OF HEALTH, MATHENY ACTIVELY TRAINS FUTURE PROFESSIONALS IN THE FIELD TO WORK WITH THIS UNDERSERVED POPULATION. THIS INCLUDES TRAINING AND EDUCATION OF MEDICAL STUDENTS, NURSING STUDENTS, STUDENTS IN THE VARIOUS THERAPIES, AND STUDENTS IN OTHER ALLIED HEALTH DISCIPLINES.UNDERGRADUATE MEDICAL STUDENTS: APPROXIMATELY 170 UNDERGRADUATE THIRD YEAR RUTGERS NEW JERSEY MEDICAL SCHOOL MEDICAL STUDENTS VISIT MATHENY ANNUALLY DURING THEIR PEDIATRIC CLERKSHIP. THEY GET A 6.5 HOUR EXPERIENCE, TOTALING 1,112 "STUDENT-HOURS" OF TRAINING PROVIDED PER YEAR. THE MEDICAL STUDENTS RECEIVE EXPOSURE TO AN INTERDISCIPLINARY APPROACH TO PROVIDING CARE TO THE MEDICALLY COMPLEX DEVELOPMENTALLY DISABLED PATIENT. THEY MEET WITH MATHENY'S MEDICAL STAFF, SPEECH THERAPISTS, DIETICIANS, ARTS PROGRAM STAFF, A MEMBER OF OUR QUALITY IMPROVEMENT AND PATIENT SAFETY TEAM, A SOCIAL WORKER, REHABILITATION TECHNOLOGY STAFF, ADULT SERVICES STAFF AND A BEHAVIORIST. GRADUATE MEDICAL EDUCATION: RESIDENT PHYSICIANS IN ADOLESCENT MEDICINE AT THE MORRISTOWN MEDICAL CENTER ROTATE AT MATHENY FOR EXPOSURE TO MEDICALLY COMPLEX PATIENTS WITH DEVELOPMENTAL DISABILITIES. APPROXIMATELY 10 RESIDENTS ROTATE PER YEAR, EACH FOR ABOUT 2.5 HOURS, TOTALING 25 HOURS OF RESIDENCY TRAINING. THE RESIDENTS MEET WITH A MEMBER OF MATHENY'S QUALITY IMPROVEMENT AND PATIENT SAFETY TEAM, MEDICAL STAFF, AND STAFF FROM CLINICAL THERAPIES DISCIPLINES. NURSING STUDENTS: MATHENY PROVIDES TRAINING OPPORTUNITIES FOR TWO NURSING SCHOOL PROGRAMS IN THE FALL SEMESTER AND TWO SCHOOLS IN THE SPRING. STUDENTS IN THE CLINICAL THERAPIES: THERAPY MAJORS FROM 32 US COLLEGES AND UNIVERSITIES HAVE PERFORMED INTERNSHIPS AT MATHENY IN OCCUPATIONAL, PHYSICAL, SPEECH, MUSIC AND RECREATION THERAPIES.SOCIAL WORK STUDENTS IN SOCIAL SERVICES: MATHENY HAS PROVIDED INTERNSHIP OPPORTUNITIES FOR STUDENT INTERNS IN RECENT YEARS INCLUDING STUDENTS FROM THE COLLEGE OF STATEN ISLAND, MONMOUTH UNIVERSITY, AND RUTGERS UNIVERSITY. STUDENTS IN BIOMEDICAL ENGINEERING: SINCE 2022, MATHENY HAS PROVIDED EDUCATIONAL OPPORTUNITIES FOR 180 BIOMEDICAL ENGINEERING STUDENTS. A CROSS-DISCIPLINARY ALLIANCE FOR TRAINING HEALTH CARE STUDENTS: THE ALLIANCE FOR DISABILITY IN HEALTH CARE EDUCATION, INITIALLY UNDER MATHENY'S LEADERSHIP, NOW BOASTS A MEMBERSHIP OF OVER 100 EDUCATORS FROM LEADING UNIVERSITIES AND ADVOCACY ORGANIZATIONS. THE ALLIANCE HAS PUBLISHED PAPERS IN MAJOR HEALTH CARE JOURNALS, HAS PRESENTED AT NATIONAL AND INTERNATIONAL CONFERENCES, PRESENTED WEBINARS, ANNUALLY PROVIDED RESEARCH SCHOLARSHIPS TO STUDENTS IN GRADUATE AND PROFESSIONAL SCHOOLS, AND IN PARTNERSHIP WITH OHIO STATE UNIVERSITY HAS PUBLISHED AND DISSEMINATED A WIDELY ADOPTED AND ENDORSED SET OF COMPETENCIES TO GUIDE THE DESIGN OF DISABILITY-RELATED CURRICULA. 2. ADDRESSING UNMET NEEDS THROUGH COLLABORATION, ALLIANCES AND PARTNERSHIPS:- PLANNING IS COORDINATED WITH THE NJ DIVISION OF DEVELOPMENTAL DISABILITIES' PLANS FOR THE EXPANSION OF SERVICES ACROSS THE LIFESPAN, AND SELF-DIRECTED SERVICES. - MATHENY WORKS WITH ADVOCACY GROUPS AROUND NJ, SUCH AS THE ALLIANCE FOR BETTERMENT OF CITIZENS WITH DISABILITIES (ABCD), TO IMPROVE THE STANDING OF OUR POPULATION WITH REGARD TO STATE AND FEDERAL RESOURCES- WE ENGAGE OTHER PROVIDERS AT A NATIONAL LEVEL THROUGH THE PEDIATRIC COMPLEX CARE ASSOCIATION (PCCA). PCCA PROVIDES A PLATFORM FOR DATA BENCHMARKING, INFORMATION SHARING, AND CONFERENCE-BASED EDUCATION. CLINICAL DATA ARE COLLECTED QUARTERLY AND SUBMITTED TO THE PEDIATRIC COMPLEX CARE ASSOCIATION; STATISTICAL REPORTS ARE PROVIDED AND ALLOW US TO COMPARE TO OTHER ORGANIZATIONS. THESE DATA ASSIST IN HELPING IDENTIFY AREAS OF STRENGTH AND OPPORTUNITIES FOR IMPROVEMENT.- OUR ARTS ACCESS PROGRAM COORDINATES WITH OTHER SIMILAR ORGANIZATIONS AROUND THE STATE FOR COLLABORATIVE PROGRAMMING AND EVENTS. - MATHENY WILL BE REPRESENTING THE ALLIANCE FOR BETTERMENT OF PEOPLE WITH DISABILITIES ON THE "MONEY FOLLOWS THE PERSON" DIRECT SUPPORT PROFESSIONAL (DSP) COMPETENCY AND CAPACITY BUILDING STEERING COMMITTEE CONVENED BY THE ASSISTANT COMMISSIONER, NEW JERSEY DIVISION OF DEVELOPMENTAL DISABILITIES. THE STEERING COMMITTEE WILL GUIDE THE DEVELOPMENT OF A COMPETENCY-BASED CAREER PATHWAY FOR DIRECT SUPPORT PROFESSIONALS EMPLOYED BY PROVIDERS ACROSS THE STATE.- MATHENY ENGAGED THE INFECTION CONTROL ASSESSMENT AND RESPONSE TEAM OF THE NEW JERSEY DEPARTMENT OF HEALTH IN THE VOLUNTARY EVALUATION OF OUR HANDLING OF RESPIRATORY ILLNESSES. - MATHENY'S VICE PRESIDENT/CHIEF MEDICAL OFFICER IS AN ACTIVE PARTICIPANT ON NEW JERSEY HOSPITAL ASSOCIATION'S PLANNING AND DEVELOPMENT COMMITTEE, THE CONTINUING EDUCATION COMMITTEE, THE PHYSICIANS EXECUTIVE CONSTITUENCY GROUP AND SERVES ON THE BOARD OF TRUSTEES FOR THE HEALTH RESEARCH AND EDUCATION TRUST OF NEW JERSEY. 3. ADDRESSING UNMET NEEDS THROUGH TRANSFORMATION AND EXPANSION:- WE CONTINUE TO TRANSFORM OUR HOSPITAL INTO A DATA DRIVEN HIGH RELIABILITY ORGANIZATION THAT DELIVERS EXCEPTIONALLY SAFE, HIGH QUALITY CARE TO EVERY PATIENT EVERY DAY.- WE WORK TO DEVELOP OUR COMMUNITY PROGRAMS' OUTREACH INTO A COORDINATED CROSS-DEPARTMENTAL SYSTEM TO EMBRACE MORE PATIENTS IN OUR IMMEDIATE AREA AND BEYOND.- WE WORK WITH NJ RESOURCES TO DEVELOP GROUP HOMES FOR CHILDREN AND ADULTS IN THE DEVELOPMENTALLY DISABLED COMMUNITY. MATHENY RECENTLY CONSTRUCTED TWO NEW COMMUNITY RESIDENCES IN FAR HILLS, NJ BRINGING OUR TOTAL NUMBER TO SEVEN. EACH LOCATION HOUSES FOUR TO SIX RESIDENTS. - NEW JERSEY'S ADOPTION OF THE FEE FOR SERVICE MODEL HAS PROVIDED INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES THE OPPORTUNITY TO CHOOSE THE SERVICES THEY WOULD LIKE TO RECEIVE. SUPPORT COORDINATORS CONTACT US REGULARLY LOOKING TO FIND DAY PROGRAMS THAT MEET THEIR CLIENTS' NEEDS. THE DAY PROGRAM ADMISSION COMMITTEE REVIEWS ALL INQUIRIES AND ENROLLS CLIENTS WHEN APPROPRIATE. 4. ADDRESSING UNMET NEEDS THROUGH AWARENESS OF, AND REFERRAL TO, PROVIDERS OF RELATED AND COLLATERAL SERVICES MATHENY CANNOT POSSIBLY PROVIDE THE FULL EXTENT OF HEALTH CARE AND HUMAN SERVICES NEEDED BY ALL PEOPLE WITH DISABILITIES IN NEW JERSEY. THEREFORE, WE HAVE IDENTIFIED AND COLLABORATED WITH OTHER FACILITIES THAT SERVE THOSE IN THE DISABLED COMMUNITY AND HAVE INFORMED OUR POTENTIAL INPATIENTS AND OUTPATIENTS ABOUT FACILITIES THAT CAN PROVIDE CARE THAT THEY NEED. WE HAVE BUILT UPON THE GOALS SET IN OUR LAST CHNA AND HOPE TO CONTINUE THIS WORK INTO THE FUTURE AS MEETING THE NEEDS OF OUR COMMUNITY AND PERSONS SERVED IS TRULY A WORK IN PROGRESS REQUIRING CONTINUOUS QUALITY IMPROVEMENT AND PLANNING. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 13H: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 15E: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 20E: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE FINANCIAL ASSISTANCE BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART I, LINE 3C: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART I, LINE 7: THE AMOUNTS REPRESENT REVENUE FROM OUR GROUP HOMES AND THE RELATED EXPENSES FOR THE GROUP HOMES AND RELATED BENEFITS. PART III, LINE 4: THE CENTER CLOSELY MONITORS THE EXTENSION OF CREDIT TO ITS CUSTOMERS WHILE MAINTAINING ALLOWANCES FOR POTENTIAL CREDIT LOSSES. ON A PERIODIC BASIS THE CENTER EVALUATES ITS ACCOUNTS RECEIVABLE AND ESTABLISHES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS, BASED ON A HISTORY OF PAST WRITE-OFFS AND COLLECTIONS AND CURRENT CREDIT CONSIDERATIONS. PART III, LINE 9B: THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART VI, LINE 2: WE CONTINUALLY INTERACT WITH OTHER AGENCIES IN THE STATE OF NEW JERSEY SERVING PEOPLE WITH DISABILITIES. AMONG THOSE AGENCIES ARE OTHER PRIVATE NON-PROFITS AS WELL AS GOVERNMENT AGENCIES. SOME EXAMPLES: ALLIANCE FOR THE BETTERMENT OF CITIZENS WITH DISABILITIES, ARC OF NEW JERSEY, CEREBRAL PALSY OF NEW JERSEY, NJ DIVISION OF DEVELOPMENTAL DISABILITIES AND THE NJ DIVISION OF CHILDREN & FAMILIES. PART VI, LINE 3: INDIVIDUALS ARE ADMITTED TO MATHENY THROUGH A PROCESS THAT INCLUDES A BOTH PRE-ADMISSION SCREENING AND PRE-ADMISSION REVIEW WITH A MUTLI-DISCIPLINARY TEAM TO ASSESS PATIENT NEEDS. A MEMBER OF THE FINANCE TEAM MEETS WITH THE PATIENT AND PARENTS AND/OR LEGAL GUARDIAN TO REVIEW FINANCIAL STATUS. THE FINANCE TEAM MEMBER EDUCATES THE PATIENT, PARENT AND/OR GUARDIAN DURING THE PRE-ADMISSION REVIEW ABOUT NJ MEDICAID QUALIFICATION AND THE PROCESS TO OBTAIN MEDICAID ELIGIBILITY IF IT HAS NOT ALREADY BEEN OBTAINED.THE HOSPITAL IS CONSIDERED AN INSTITUTIONAL CARE SETTING WHICH IS PAID FOR THROUGH FUNDING FROM NJ MEDICAID. INDIVIDUALS ARE CARED FOR AT MATHENY REGARDLESS OF THEIR ABILITY TO PAY. ALL MATHENY PATIENTS ARE ELIGIBLE TO PARTICIPATE IN THE MATHENY'S FINANCIAL ASSISTANCE PROGRAM. PART VI, LINE 4: MATHENY SERVES THE POPULATION OF PEOPLE IN THE STATE OF NEW JERSEY WHO HAVE MEDICALLY COMPLEX DEVELOPMENTAL DISABILITIES. MATHENY SERVES INPATIENTS FROM 18 OF THE 21 COUNTIES IN NEW JERSEY, WITH THE LARGEST GROUPS COMING FROM ESSEX (19%), UNION (10%) AND SOMERSET (11%). CURRENTLY, 101 OF THESE CLIENTS ARE INPATIENTS AT MATHENY'S SPECIAL HOSPITAL, WHICH IS LICENSED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND ACCREDITED BY THE JOINT COMMISSION. THIRTY ADULTS RESIDE IN MATHENY'S COMMUNITY RESIDENCES. ELEVEN STUDENTS ATTEND THE MATHENY SCHOOL BUT LIVE AT HOME. THE SCHOOLS' TOTAL ENROLLMENT IS 45 STUDENTS. WE ALSO CARE FOR OUTPATIENTS WHO UTILIZE OUR DENTAL SERVICES AND SUB-SPECIALTY MEDICAL SERVICES.THE GREAT MAJORITY OF MATHENY INPATIENTS AND GROUP HOME RESIDENTS HAVE CEREBRAL PALSY AS THEIR PRIMARY DIAGNOSIS. IN ADDITION TO CEREBRAL PALSY, OUR PATIENTS MAY HAVE OTHER ASSOCIATED CLINICAL CONDITIONS SUCH AS VISION AND HEARING DEFICITS, SEIZURE DISORDERS, INTELLECTUAL DISABILITIES AND DYSPHAGIA, WITH RESULTING ASPIRATION PROBLEMS. MATHENY ALSO CARES FOR PATIENTS WITH SPINA BIFIDA, LESCH-NYHAN DISEASE (LND) AND A WIDE RANGE OF UNCOMMON NEUROLOGICAL CONDITIONS INCLUDING RETT SYNDROME, ANGELMAN SYNDROME, CORNELIA DE LANGE SYNDROME, WOLF-HIRSHORN SYNDROME, AND 4Q DELETION SYNDROME. LESCH-NYHAN DISEASE IS A RARE X-LINKED RECESSIVE DISORDER ASSOCIATED WITH COGNITIVE IMPAIRMENT, HIGH LEVELS OF URIC ACID IN THE BLOOD, KIDNEY INVOLVEMENT, AND THE HALLMARK SYMPTOM INVOLUNTARY SELF-INJURIOUS BEHAVIORS. MATHENY IS RECOGNIZED AS ONE OF THE LEADING SOURCES OF INFORMATION ON CARE ISSUES REGARDING LESCH-NYHAN DISEASE. PART VI, LINE 5: PROMOTION OF HEALTH IN THE COMMUNITY:THE MATHENY INSTITUTE FOR RESEARCH IN DEVELOPMENTAL DISABILITIES CONDUCTS RESEARCH THAT HELPS PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR CAREGIVERS. WE PUBLISH OUR RESEARCH IN LEADING MEDICAL JOURNALS AND IN LEADING PUBLICATIONS IN THE FIELD OF DISABILITIES. WE PRESENT OUR RESEARCH AT REGIONAL, NATIONAL AND INTERNATIONAL CONFERENCES AND OFTEN ADDRESS MEDICAL SCHOOLS AND GOVERNMENT-SPONSORED MEETINGS. WE ALSO CREATE MULTIMEDIA TRAINING TOOLS TO HELP MEDICAL SCHOOLS IN PREPARING THEIR STUDENTS TO CARE FOR AND TREAT PERSONS WITH DISABILITIES.WE WERE RESPONSIBLE FOR THE PASSAGE OF A LAW IN NEW JERSEY THAT PROVIDES FAMILIES OF PERSONS WITH DEVELOPMENTAL DISABILITIES GREATER AUTONOMY IN MAKING DECISIONS ABOUT PARTICIPATION IN POTENTIALLY BENEFICIAL RESEARCH. BEING AWARE OF AN INCONSISTENCY REGARDING GUARDIAN REQUIREMENTS CONTAINED IN TWO PREVIOUS PIECES OF LEGISLATION, OUR RESEARCH DIRECTOR AND CORPORATE COUNSEL BROUGHT THIS ISSUE TO THE ATTENTION OF NEW JERSEY STATE SENATOR CHRISTOPHER BATEMAN. SENATOR BATEMAN, ALONG WITH SENATOR ROBERT W. SINGER AND ASSEMBLYWOMAN MILA M. JASEY, SPONSORED BILLS THAT RESULTED IN THE NEW LAW.IN ADDITION TO CLEARING UP THE PREVIOUS INCONSISTENCY, THE NEW LAW EXPANDED THE RANGE OF STUDIES THAT ARE ALLOWED TO INCLUDE ONES THAT MIGHT NOT HAVE DIRECT BENEFIT TO THE INDIVIDUAL PARTICIPANT, BUT MIGHT HAVE BROADER BENEFIT TO PERSONS WITH DISABILITIES. THE PRACTICAL BENEFIT OF THE NEW LAW IS THAT FAMILIES OF PERSONS WITH DEVELOPMENTAL DISABILITIES WILL HAVE THE FREEDOM THAT OTHER FAMILIES ENJOY TO WEIGH THE RISKS AND BENEFITS OF AN APPROPRIATELY REVIEWED AND APPROVED RESEARCH STUDY. THEY CAN NOW MAKE THEIR OWN INFORMED DECISIONS ABOUT WHETHER OR NOT THEIR FAMILY MEMBERS WILL PARTICIPATE.MATHENY HAS ALSO CREATED AN ONLINE DATABASE OF DENTISTS IN NEW JERSEY WHO SERVE PEOPLE WITH DEVELOPMENTAL DISABILITIES. THIS WAS MADE POSSIBLE BY A GRANT FROM THE NEW JERSEY COUNCIL ON DEVELOPMENTAL DISABILITIES (NJCDD). THAT DATABASE IS AVAILABLE AT WWW.DISABILITYHEALTH.ORG/DENTAL. PART VI, LINE 6: THE ORGANIZATION IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM. PART VI, LINE 7: THERE ARE NO STATES IN WHICH THE COMMUNITY REPORT NEEDS TO BE FILED. X X X 0 1 0 0 0 0 0 0 0 WILLIAM M KENT MHA PRESIDENT & CEO (UNTIL 12/24) 521982 0 0 0 0 0 17708 0 9754 0 549444 0 0 0 VINCENT BARBA MD FACP FHM VP PATIENT CARE AND SAFETY 400048 0 0 0 0 0 35645 0 23337 0 459030 0 0 0 DR CHRISTINE MAND PHYSICIAN 302101 0 0 0 0 0 33627 0 9125 0 344853 0 0 0 MICHAEL HEWSON VP FINANCE/CFO 257661 0 0 0 0 0 23675 0 23518 0 304854 0 0 0 DR SURBPARKASH SINGH PHYSICIAN 243641 0 0 0 0 0 27303 0 9125 0 280069 0 0 0 AIMEE HUNNEWELL CHIEF DEVELOPMENT OFFICER 245009 0 0 0 0 0 19428 0 14053 0 278490 0 0 0 DR SUSAN ROELOFFS PHYSICIAN 215494 0 0 0 0 0 38042 0 13542 0 267078 0 0 0 NANCY PETRILLO VP OF HUMAN RESOURCES 230578 0 0 0 0 0 28916 0 1940 0 261434 0 0 0 ALLISON LIGORI DIRECTOR OF FINANCE 182799 0 0 0 0 0 20471 0 24868 0 228138 0 0 0 KENNETH ROBEY PHD CPHQ ADMIN MGR OF QI PS AND REGULATIONS 184955 0 0 0 0 0 30486 0 1633 0 217074 0 0 0 PART I, LINE 4B THERE WERE NO CONTRIBUTIONS TO OR DISTRIBUTIONS FROM THE 457F PLAN IN THE CALENDAR YEAR. THE PLAN IS CURRENTLY FROZEN. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER EDANA DESATNICK IS THE SISTER-IN-LAW OF BOARD MEMBER ALBERT MEZZAROBA. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD MEMBERS REVIEW THE TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY ALL MATHENY BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES AS WELL AS ANY IDENTIFIED STAFF. THE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR MONITORING THIS PROCESS. A COMMITTEE CONSISTING OF THE VP'S OF FINANCE, HR, OPERATIONS, PATIENT CARE, SAFETY AND THE COMPLIANCE OFFICER REVIEWS AND ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED. THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE PRESIDENT OR HIS/HER DESIGNEE REGARDING APPROPRIATE STEPS TO BE TAKEN TO ELIMINATE THE POTENTIAL EFFECT OF THE CONFLICT OF INTEREST ON INDEPENDENCE OF JUDGMENT OR PATIENT SAFETY AND QUALITY OF PATIENT CARE. THE PRESIDENT OR HIS/HER DESIGNEE SHALL EVALUATE THE COMMITTEE'S RECOMMENDATION AND SHALL DIRECT THE STEPS NECESSARY. THE COMMITTEE KEEPS WRITTEN MINUTES OF THEIR MEETINGS WHICH INCLUDE IDENTIFIED CONFLICTS, THE NATURE OF THE CONFLICT, THE CONTENT OF THE DISCUSSION, AND THE NECESSARY ACTIONS TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 MATHENY MEDICAL AND EDUCATIONAL CENTER PARTICIPATES IN AN ANNUAL WAGE AND SALARY SURVEY WHICH IS USED TO BENCHMARK ALL POSITIONS TO MAINTAIN APPROPRIATE SALARY GUIDELINES. THIS PROCESS IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. 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.