2024-11-14T14:43:24-06:00 2023-12-31 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2023-01-01 231550955 DEBORAH HEART AND LUNG CENTER % THOMAS R PERCELLO DEBO 6098936611 200 TRENTON ROAD BROWNS MILLS NJ 08015 THOMAS PERCELLO EVP FINANCE/CFO 6097352970 2024-05-15 true true Scott J Mariani P00642486 9738989494 2023 2024-10-15 13:58:12Z JIM ANDREWS 200 TRENTON ROAD BROWNS MILLS NJ 08015 258113892 false X WWW.DEMANDDEBORAH.ORG X 1922 NJ to provide the highest quality heart, lung and vascular care in a collaborative and welcoming environment, while ensuring access for all. 10 9 1407 28 0 0 8900791 22160693 218125483 234905849 15530 473149 620496 574201 227662300 258113892 0 0 0 0 116676729 126816684 0 0 0 106091207 114023742 222767936 240840426 4894364 17273466 152199603 194205338 67673803 90496673 84525800 103708665 X TO PROVIDE THE HIGHEST QUALITY HEART, LUNG AND VASCULAR CARE IN A COLLABORATIVE AND WELCOMING ENVIRONMENT, WHILE ENSURING ACCESS FOR ALL. false false 216756381 0 234909801 Expenses incurred in providing the highest quality heart, lung and vascular care in a collaborative and welcoming environment, while ensuring access for all individuals in a non-discriminatory manner regardless of race, gender, sexual orientation, color, religion, creed, sex, national origin, marital status, age, physical or mental handicap or ability to pay and in furtherance of charitable tax-exempt purposes. Please refer to the community benefit statement in schedule o. 216756381 true true false true false false false false false true true false true true true true false true false false false false false false false false true true false false true false false false false false false false false false false false false true true true true false false true 241 0 true 1407 true false false false false false false false false false false false false false false X 10 9 false false false false true true true true true false false true true true true true true true true true true NJ X X THOMAS R PERCELLO 6098931200 200 TRENTON ROAD BROWNS MILLS NJ 08015 X KULPREET S BARN MD PHYSICIAN 55.0 0.0 X 1155919 0 45350 MARK MOSHIYAKHOV MD PHYSICIAN 55.0 0.0 X 1093710 0 29749 JOSEPH CHIRICHELLA TRUSTEE - PRESIDENT/CEO 55.0 0.0 X X 953194 0 45189 RAFFAELE CORBISIERO MD PHYSICIAN 55.0 0.0 X 921491 0 48546 Pedram Kazemian MD PHYSICIAN 55.0 0.0 X 824523 0 49501 STEPHEN J SZAWLEWICZ MD CHAIR ADULT CARDIOLOGY 55.0 0.0 X 707693 0 49667 AARON KUGELMASS MD EVP/CHIEF MEDICAL OFFICER 55.0 0.0 X 643722 0 43525 SUSAN D BONFIELD ESQ SEC. - EVP/GENERAL COUNSEL 55.0 0.0 X 442464 0 77349 JOSEPH R MANNI EVP OPERATIONS/COO 55.0 0.0 X 474650 0 43999 THOMAS R PERCELLO TREASURER-EVP FINANCE/CFO 55.0 0.0 X 442739 0 40901 RICHARD S TEMPLE VP/CIO 55.0 0.0 X 305190 0 47867 MARION STAMOPOULOS VP HR/CHRO 55.0 0.0 X 250021 0 42068 RITA ZENNA VP PATIENT CARE SERVICES 55.0 0.0 X 265543 0 25836 BARBARA GEORGE JOHNSON CHAIR - TRUSTEE 1.0 0.0 X X 0 0 0 LEM BURNHAM PHD TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL CIOCE TRUSTEE 1.0 0.0 X 0 0 0 ANNA PAYANZO COTTON TRUSTEE 1.0 0.0 X 0 0 0 SANDI FEIN TRUSTEE 1.0 0.0 X 0 0 0 DENNIS L KING TRUSTEE 1.0 0.0 X 0 0 0 GEORGE S LOESCH TRUSTEE 1.0 0.0 X 0 0 0 CHARLES J MCAFEE TRUSTEE 1.0 0.0 X 0 0 0 GARY RUBIN TRUSTEE 1.0 0.0 X 0 0 0 BARBARA CHAMBERLAIN PHD TRUSTEE(TERMED) 1.0 0.0 X 0 0 0 8480859 0 589547 209 false true false EPSTEIN BECKER GREEN PC 150 COLLEGE ROAD WEST SUITE 301 PRINCETON NJ 08540 LEGAL 4106203 MID-ATLANTIC SURGICAL ASSOCIATES 100 MADISON AVENUE MORRISTOWN NJ 07960 MEDICAL 3000000 DOVER CARDIOLOGY CENTER 413 LAKEHURST ROAD TOMS RIVER NJ 08755 MEDICAL 2374330 OCEAN CARDIOVASCULAR SPECIALISTS 25 MULE ROAD SUITE B2 TOMS RIVER NJ 08755 MEDICAL 1351788 Medical Information Technology 7 Blue Hill River Road CANTON MA 02021 software 602194 25 11707980 10452713 22160693 NET PATIENT SERVICE REVENUE 541900 227015732 227015732 OTHER HEALTHCARE RELATED REVENUE 541900 7890117 7890117 234905849 169050 0 169050 0 0 570249 570249 0 570249 570249 304099 304099 304099 304099 0 0 0 0 0 0 0 0 0 MEDICAL RECORD COPIES 900099 3952 3952 3952 258113892 234909801 0 1043398 0 0 0 0 4144257 3729831 414426 0 101005416 90904874 10100542 2730116 2457104 273012 12553808 11298427 1255381 6383087 5744778 638309 34000 30600 3400 3623623 3261261 362362 360880 324792 36088 153904 138514 15390 0 25465 22919 2546 23015579 20714020 2301559 0 2232936 2009642 223294 439791 395812 43979 0 0 3481918 3133726 348192 150256 135230 15026 0 3244 2920 324 2964 2668 296 0 5983730 5385357 598373 1069324 962392 106932 MEDICAL SUPPLIES 67497956 60748160 6749796 0 REPAIRS AND MAINTENANCE 4413297 3971967 441330 0 ASSESSMENTS 1224488 1102039 122449 0 DUES AND SUBSCRIPTIONS 310387 279348 31039 0 240840426 216756381 24084045 0 1850 1850 12671079 16225465 0 0 28455928 32658392 0 0 0 0 0 0 6488326 7752803 1102631 1545499 167827807 93361227 48300352 74466580 0 0 0 0 41295648 50519703 0 0 13883789 11035046 152199603 194205338 37894953 40179571 0 0 0 0 0 0 0 0 0 0 15162465 38996174 0 0 14616385 11320928 67673803 90496673 X 66134473 81479720 18391327 22228945 84525800 103708665 152199603 194205338 X 17273466 2618905 -709506 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 153904 false false 153904 false SCHEDULE C, PART II-B; LINE 1G DURING 2023, THE ORGANIZATION PAID OUTSIDE LOBBYING FIRMS $108,000 FOR LOBBYING ON A FEDERAL AND STATE LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS. In addition, the organization is a member of the new jersey business and industry association and the new jersey hospital association which engage in Lobbying efforts on behalf of their member hospitals. A portion of the Dues paid to these organizations has been allocated to lobbying activities Performed on behalf of the organization. This allocation amounted to $3,521 in 2023. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $42,383. 18391327 4569624 275875 1007881 22228945 19402140 50037 -1020546 40304 18391327 18115004 8905335 -5198222 2419977 19402140 15954180 3815484 -740556 914104 18115004 8687120 1472317 7393039 1598296 15954180 1.00000 false false 0 100365 100365 47221407 39956658 7264749 3442631 3442631 111131421 53404569 57726852 5931983 5931983 74466580 CASH & CASH EQUIV.; LTD USE 11165927 F CORPORATE BONDS; LIMITED USE 911853 F EQUITY SECURITIES; LIMITED USE 19990074 F GOVERNMENT SEC.; LTD. USE 2452472 F INTEREST IN DHF ASSETS 7198965 F BENEFICIAL INT IN PERP TRUST 1604184 F INSURANCE FUND 5243881 F CERTIFICATES OF DEPOSIT 555097 F 50519703 DUE FROM AFFILIATE 3993026 OTHER ASSETS 841213 DEFERRED FINANCING 369077 RIGHT OF USE ASSETS 4368536 OTHER RECEIVABLES 1463194 11035046 0 EST AMTS DUE TO THIRD-PARTY PAYORS 1241692 ACCRUED PENSION EXPENSE 1355314 ESTIMATED MALPRACTICE CLAIMS LIAB. 2998153 REFUNDABLE ADVANCE LIABILITY 1213712 RIGHT OF USE ASSETS - OPERATING 4512057 11320928 X SCHEDULE D, PART V, QUESTION 4 RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES. SCHEDULE D, PART X AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF DEBORAH HEART AND LUNG CENTER ("CENTER") AND ITS SUBSIDIARIES FOR THE YEARS ENDED DECEMBER 31, 2023 AND DECEMBER 31, 2022; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S 2023 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48(ASC 740): THE CENTER FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR THE PERIOD PRESENTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. SHOULD ANY SUCH PENALTIES BE INCURRED, THE CENTER'S POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. true true X false false true true true false false 15751084 812919 14938165 0.06200 19063713 12798402 6265311 0.02600 34814797 13611321 21203476 0.08800 2043237 48674 1994563 0.00830 8370696 873653 7497043 0.03110 7114735 0 7114735 0.02950 143679 0 143679 0.00060 17672347 922327 16750020 0.06950 52487144 14533648 37953496 0.15750 false 60462258 60810235 -347977 X false 1 1 DEBORAH HEART AND LUNG CENTER 200 TRENTON ROAD BROWNS MILLS NJ 08015 WWW.DEMANDDEBORAH.ORG 20301 X X 1 DEBORAH HEART AND LUNG CENTER 1 false false true X X X X X X X X X 22 true false false true X WWW.DEMANDDEBORAH.ORG X true 22 true WWW.DEMANDDEBORAH.ORG false true X true true X true X WWW.DEMANDDEBORAH.ORG X WWW.DEMANDDEBORAH.ORG X WWW.DEMANDDEBORAH.ORG X X X X X X true X false X true X false false SCHEDULE H, PART V, SECTION B, QUESTION 5 In 2022 deborah heart and lung center ("deborahthe "center") completed a new community health needs assessment (chna) from january through june 2022 in order to shape its new community health improvement plan (chip) for 2023-2025. As well in 2022 deborah completed its previous three-year chip plan developed after its 2019 chna. To guide our community benefit and health improvement efforts, deborah's 2022 community health needs assessment (chna) included quantitative and qualitative research methods to determine health trends and disparities within the deborah service area. Community engagement was an integral part of the chna. In assessing the health needs of the community, input was solicited and received from persons who represent the broad interests of the community, including underserved, low income, and minority populations. These individuals provided wide perspectives on health trends, expertise about existing community resources available to meet those needs, and insights into service delivery gaps that contribute to health disparities. Primary chna study methods that were used to solicit input from key community stakeholders and health improvement partners included a key informant survey; a community survey with residents of burlington and ocean counties; a partner forum with health and human service organizations; and focus groups with community stakeholders. A key informant survey was conducted with community representatives within deborah's service area to solicit information about health needs among residents. A total of 30 individuals responded to the survey, including health and social service providers; community and public health experts; civic, religious, and social leaders; policy makers and elected officials; and others representing diverse populations. Approximately 67% of stakeholders served burlington county, 7% served ocean county and 20% served all of new jersey. Other geographies served by stakeholders included surrounding counties, including atlantic, camden, gloucester, and mercer counties. Nearly 57% of stakeholders served all populations. A list of community organizations represented by key informants is included below: - american heart association-southern new jersey - aspen hills healthcare center - burlington county eye physicians - burlington county health department - burlington county military affairs committee - burlington county regional chamber of commerce - burlington township health & wellness campaign-capital health - complete care burlington woods - girl scouts of central and southern nj - greater philadelphia ymca - joint base mcguire-dix-lakehurst 87th medical group - maryville, inc. - occupational training center - ocean healthcare/aspen hills healthcare center - office of senator singleton - pemberton branch of the burlington county library - pemberton township council - pemberton township high school - pemberton township mayor - pemberton township school district - pinelands family success center - rowan college of burlington county - saints memorial community church - samaritan healthcare & hospice - sisterhood inc. - virtua health, oem Nearly half of key informants indicated that they served all populations within the community (56.7%). Other populations served by key informants included the following underserved or vulnerable populations, among others: - children/youth (23.3%) - low - income/poor (20%) - active military (16.7%) - uninsured/underinsured (16.7%) - black/african american (13.3%) - seniors/elderly (13.3%) - disabled (13.3%) - religious community (13.3%) - hispanic/latinx (10.0%) - young adults (age 19-24) (10.0%) - homeless (10.0%); - other (10.0%) - american indian/alaska native (6.7%) - asian/south asian (6.7%) - pacific islander/native hawaiian (6.7%) - lgbtq+ community (6.7%) - immigrant/refugee 6.7%) A community survey was conducted with residents of burlington and ocean counties to gather insights into health status, risk behaviors, barriers to accessing health services, and the health and social needs of community members. The survey was conducted from april through june 2022 with adults aged 18 or over. The survey was widely available to the community as an electronic link using print ads, websites, email, and social media. Paper surveys were also available and shared by community organizations. A total of 1,315 community members completed the survey. The largest percentage of respondents resided in zip codes 08759, manchester township (15.6%) and, 08015, browns mills (15.3%), which is the home zip code of deborah heart and lung center. The partner forum was held on july 11, 2022 at deborah's winderman auditorium in browns mills. A total of 19 people attended in addition to deborah staff. Organizations represented included, health and social service agencies, local government, military personnel, and civic organizations. The objective of the forum was to share data from the chna and garner feedback on community health priorities, as well as opportunities for collaboration among partner agencies. Research from the chna was presented at the session with audience discussion and questions. Large and small group dialogue was facilitated to discuss research findings, existing resources and initiatives to address priority areas, and new or innovative opportunities for cross-sector collaboration. The following is a list of organizations represented by partner forum attendees: - aspen hills healthcare center (2 representatives) - burlington county community action partnership - burlington county health department - capital health - center for family services - ivy rehab - joint base mcguire-dix-lakehurst (4 representatives from different divisions) - national coalition of 100 black women, inc. - ocean county health department (2 representatives) - pemberton township - pinelands family success center - samaritan - sisterhood (2 representatives) As part of the 2022 chna, two focus groups were conducted with residents, one each in burlington and ocean counties. The objectives of the focus groups were to define barriers to accessing healthcare services; better understand drivers or motivators for accessing preventative healthcare; explore individual perceptions and experiences with healthcare delivery and recommendations for improvement; and determine challenges that impact health and disease management. A total of 27 people participated in the community conversation. Deborah's immediate service area is unique with three of the surrounding zip codes comprising joint base mcguire-dix-lakehurst (jb mdl). Jb mdl supports more than 50,000 active duty, guard, reserve, family members, retirees, veterans, and civilian personnel. Deborah's 2022 chna sought to include relevant health data for jb mdl military personnel and families and engage key stakeholders in health improvement research and planning. Deborah did not receive any written comments on its 2019 chna or implementation strategy for consideration during the 2022 chna process SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B Deborah is new jersey's only heart, lung and vascular specialty hospital. Given Deborah's specialty medical focus and unique service area, including jb mdl, deborah sought to conduct a 2022 chna that reflected its community's distinctive needs. While deborah did not conduct a joint chna with other hospital facilities or community organizations, partner hospitals and organizations were actively engaged as part of the chna process, including the key informant survey and partner forum. Additionally, deborah conducts joint programming with partner institutions, including hero care connect, a program with cooper university health care designed to increase access to specialty medical services for active duty/retired military, activated national guardsmen, veterans, and family members of any current or former military members across southern new jersey; and the satellite emergency department on deborah's campus operated by capital health system, inc. SCHEDULE H, PART V, SECTION B, QUESTION 7A Due to character limitations, the website link listed in part v, section b, question 7a, is the home page for the organization. The 2022 chna can be accessed at the following url, which is included in the organization's website: https://demanddeborah.org/patients-and-visitors/community-resources/commun ity-health-needs-assessment/ SCHEDULE H, PART V, SECTION B, QUESTION 8 As a specialty hospital, deborah heart and lung center will seek to address the needs identified in the report linked above. There are certain other health needs identified in the chna survey that deborah will not address as these needs are best served through specialized healthcare providers, community resources or otherwise. These unaddressed, identified needs include: - behavioral health and chronic disease comorbidities; and - substance abuse. Deborah will make referrals for these clinical issues whenever possible. SCHEDULE H, PART V, SECTION B, QUESTION 10 Due to character limitations, the website link listed in part v, section b, question 10, is the home page for the organization. The completed three-year implementation strategy (chip 2023-2025) can be accessed at the following url, which is included in the organization's website: https://demanddeborah.org/patients-and-visitors/community-resources/commun ity-health-needs-assessment/ SCHEDULE H, PART V, SECTION B, QUESTION 11 Deborah shared findings from the chna research, including health status indicators and socioeconomic measures, with community partners and key stakeholders during the partner forum to solicit input into community health priorities. A formal presentation of data was made to partner forum attendees, and members were asked to discuss and develop a list of community needs based on the research and their experience within the community. In determining community health priorities, partner forum attendees were asked to consider the following rationale and criteria: Scope: how many people are affected? Severity: how critical is the issue? Ability to impact: can we achieve the desired outcome? Community readiness: is the community prepared to take action? Community health needs identified by partner forum attendees included access to care, mental health and substance use disorder, and chronic conditions, with a focus on high-risk or vulnerable populations, including aging populations, lgbtq+, racial and ethnic minorities, and military personnel. Social determinants of health were recognized as cross-cutting factors across all health issues. Deborah's chna executive committee and board of trustees reviewed findings from the chna research and feedback from partner forum attendees, to determine priority health needs for its service area and to focus community health improvement efforts. The leadership team developed a community health improvement plan (chip) based on the identified priorities. The chip builds upon previous health improvement activities and takes into consideration the impact of efforts in prior chip cycles, while recognizing new health needs and the changing health care delivery environment identified in the 2022 chna. For the 2023-2025 chip cycle, deborah intends to devote resources and expertise to address the following priority areas: Priority area 1 - access to care Goal: improve access to healthcare and assist in coordination of care. Objectives: - assist in identifying gaps in access to care and recruit/retain providers in our service area - assist in addressing management of substance use disorders and mental health issues in our patient population - reduce transportation barriers that impede healthcare access to our services - foster and deepen partnerships with community organizations and other area providers to reduce inappropriate and/or avoidable emergency room usage - increase early detection and improve access to care and treatment of lung cancer - research and present a plan to be certified as a trusted lbgtq friendly specialty provider - grow and expand priority specialty appointment and comprehensive navigation services to members of the military, their dependents, veterans and retirees - expand and educate through outreach opportunities to inform first responders of the increased risk of heart lung and vascular diseases. Increase the volume of first responder assessments at deborah heart and lung center Priority area 2 - chronic disease education and management Goal: increase education and awareness to identify and reduce chronic disease risk, and improve chronic disease management to reduce healthcare reliance and improve quality of life. Objectives: - provide the community with complementary screenings for chronic disease within our specialty - improve access to care for chronic conditions, including access to our specialty providers who identify and treat chronic conditions - provide the community with education and resources to identify and manage chronic disease - work with our community partners to identify and triage to resources for social determinates of health that contribute to chronic disease and poor adherence to treatment plans - work to reduce readmissions of our patients with chronic disease Priority area 3 - issues of aging/wellbeing Goal: assist seniors in our immediate service area age successfully, maintain independence and plan for end of life that respects each patient's wishes. Objectives: - develop and/or partner with community providers to offer community education programs/education on aging related issues - support the development of a network of community providers to provide in home, person-centered care for patients with chronic illness or serious health problems - work with community partners to develop and implement geriatric assessment programs - remove transportation barriers for seniors to access needed healthcare services - explore with community partners, implementation of a memory assessment program Community stakeholders identified mental health and substance use disorder as key drivers of poor resident health outcomes. While deborah will not address these needs as priority health issues due to the specialty nature of its services and available resources, Deborah will continue to be a community partner in supporting recovery efforts. Deborah actively works in partnership with the burlington county prosecutor's office to supply narcan to first responders, provides education and access opioid alternatives to pain management, and is exploring telepsychiatry as well as community partnerships to improve access to behavioral health providers. These actions are part of a broader community-wide solution to address mental health and substance use disorder needs. SCHEDULE H, PART V, SECTION B, QUESTIONS 13H AND 15E A billing file is maintained for each patient, but patients are not balanced-billed. If a patient has insurance, deborah bills the patient's insurance for hospital services and the physician services provided by deborah's employed medical staff. If a patient is underinsured or uninsured, deborah provides assistance in qualifying the patient, or the financially responsible party, for any applicable federal and/or state programs. The eligibility and financial assistance provided by deborah to all of it patients is the same. Deborah accepts the amount paid though any applicable insurance and federal and/or state programs without balance-billing or pursuing collection efforts against any patient for any remaining amounts. SCHEDULE H, PART V, SECTION B, QUESTION 16A, 16B AND 16C Due to character limitations, the website link listed in part v, section b, questions 16a, 16b and 16c, is the home page for the organization. Deborah's financial assistance policy, financial assistance application and plain language summary can be accessed at the following url, which is included in the organization's website: https://demanddeborah.org/patients-and-visitors/patient-resources/financia l-information/# SCH H, PART V, SECT B, Q'S 2,3J,7D,13B,16J,18E,19E,20E,21C,21D,23&24 Not applicable. SCHEDULE H, PART I, LINE 3C As part of its mission, deborah heart and lung center ("deborahthe "Center") does not bill patients for the cost of hospital or professional services provided at the main hospital building, 200 trenton road, browns mills, new jersey as such services fall within the scope of the original waiver granted by the centers for medicare and medicaid services. The organization does not utilize federal poverty guidelines criteria. The center has initiated certain outpatient services on its campus outside of the main hospital building at 200 trenton road, browns mills, new jersey and deborah interprets the waiver requiring balance billing in accordance with federal law at these locations. To ensure continuity of care and avoid barriers for those deborah heart and lung center patients who cannot pay, waive all co-pay and deductibles for patients who present with a script from a deborah heart and lung center employed physician. This does not apply to patients presenting with a script from any other physician or group, including deborah specialty physicians for whom deborah will follow standard billing practices in accordance with federal law for these services provided. SCHEDULE H, PART I; QUESTION 6A Not applicable. SCHEDULE H, PART I, QUESTION 7 Worksheet 2 was used for the cost to charge ratio. SCHEDULE H, PART I, QUESTION 7B Deborah Heart and Lung Center partnered with Burlington County and the State of New Jersey through a provider assessment mechanism to make the state of New Jersey Medicaid program healthier for all. The program increases financial resources provided to certain hospitals using the State of New Jersey's Medicaid program and certain federal matching funds in order to better serve the needs in the community. The additional funds received from the program during 2023 totaled approximately $1.5M and are included in Schedule H, Part I; Line 7b; direct offsetting Medicaid revenue. The associated county option expenses associated with the program during 2023 totaled approximately $389K and are included in Schedule H, Part I; Line 7b; medicaid total community benefit expense. If Deborah Heart and Lung Center did not receive these additional funds, the net community benefit expense reported on Schedule H, Part I; Line 7K would be $39,113,356 and the net community benefit percentage reported on Schedule H, Part I; Line K would be 16.23%. SCHEDULE H, PART II Community building activities undertaken by this organization improve the medical and socioeconomic well-being of the communities in deborah's care. This is accomplished through service on state and regional advocacy committees and boards, volunteerism with local community-based non-profit advocacy groups, and participation in conferences and other educational activities to promote understanding of the root causes of health concerns. This organization provides educational materials, conducts community health fairs and holds health education seminars and outreach sessions for its patients and for community providers. Presentations are provided by physicians, nurses and other healthcare professionals. Please also refer to form 990, schedule o, which contains the organization's community benefit statement and summary of all entities. SCHEDULE H, PART III, SECTION A; QUESTIONS 2 & 3 The center prepares and issues audited consolidated financial statements. The attached text was obtained from the footnotes to the audited financial statements of the center: The center provides price concessions for uncompensated care resulting from its charity care policy for services. The price concession is determined by analyzing patient and historical data and trends. These price concessions are recorded as a reduction to patient service revenue. SCHEDULE H, PART III, SECTION A; QUESTION 4 The center prepares and issues audited consolidated financial statements. The attached text was obtained from the footnotes to the audited financial statements of the center: Uncompensated care and state subsidies The center provides price concessions for uncompensated care resulting from its charity care policy for services. The price concession is determined by analyzing patient and historical data and trends. These price concessions are recorded as a reduction to patient service revenue. The center provides charity care to patients who meet certain financial criteria established by the state of new jersey. The direct and indirect cost of services and supplies furnished to patients eligible for such charity care, using a ratio of cost to gross charges, approximated $6,022,000 and $6,101,000 for the years ended December 31, 2023 and 2022, respectively. The center maintains records to identify and monitor the level of charity care it provides. In 2023 and 2022, the amount of charges forgone for services provided to patients under its charity care policy, net of the health care subsidy fund ("HCSF"), was $32,832,875 and $32,911,443, respectively. The health care reform act of 1992 (chapter 160) established the hcsf to provide a mechanism and funding source to compensate certain hospitals for charity care. For the years ended december 31, 2023 and 2022, the center received $766,263 and $768,233, respectively, for charity care (included in net patient service revenue). This amount is subject to change from year to year based on available state amounts and allocation methodologies. A proportionate amount is in place through June 30, 2024; however, there can be no assurance of a similar level in the future. The center's patient acceptance policy is based on its mission statement and its charitable purposes. Accordingly, the center accepts all patients regardless of their ability to pay. This policy results in the assumption of higher-than-normal patient accounts receivable credit risks. To the extent the center realizes additional losses resulting from such higher credit risks for patients that are not identified or do not meet the previously described charity criteria, such additional losses are included as a deduction of net patient service revenue. Additionally, the center sponsors certain other charitable programs, which provide substantial benefit to the broader community. Such programs include services to needy and elderly populations that require special support, as well as health promotion and education for the general community welfare. Gross charges forgone for free care in excess of third-party reimbursements (e.g., co-pays and deductibles) were $10,714,089 and $14,191,564 in 2023 and 2022, respectively. SCHEDULE H, PART III, SECTION B; QUESTION 8 NOT APPLICABLE. SCHEDULE H, PART III, SECTION B; QUESTION 9B NOT APPLICABLE. SCHEDULE H, PART VI; QUESTION 2 As a tertiary care hospital and regional referral center, the center addresses the healthcare needs of the communities it serves through professional education provided through grand rounds for physicians and other providers, annual regional conferences aimed at specific provider groups, outreach offering education on cardiovascular, pulmonary and vascular diseases to the many community based groups listed in our community benefits statement, and screenings of patients at risk for cardiovascular, pulmonary and vascular diseases that are held both on and off campus. SCHEDULE H, PART VI; QUESTION 3 The center screens uninsured patients for eligibility for new jersey's charity care program, but true to its historic mission has never balance-billed any patient for care provided within its main hospital building. SCHEDULE H, PART VI; QUESTION 4 THE CENTER, LOCATED IN BURLINGTON COUNTY, IS A SPECIALTY HOSPITAL THAT TREATS PATIENTS FROM ALL 21 NEW JERSEY COUNTIES, AS WELL AS FROM THE MAJORITY OF THE OTHER STATES AND PUERTO RICO. 3.1% OF IN STATE PATIENTS ARE UNINSURED, WHILE 2.9% OF OUT OF STATE PATIENTS LACK COVERAGE. 59% OF PATIENTS TREATED AT DEBORAH HEART AND LUNG CENTER ARE OVER AGE 65. SCHEDULE H, PART VI; QUESTION 5 Understanding and responding to the health needs of our communities, especially the needs of the most vulnerable among us, is central to deborah's mission. To address the community's health needs, educate professionals working in the community, and build meaningful relationships with partners to maximize regional impact of targeted programs, deborah uses a multi-pronged approach, including community health education, community-based clinical services, social and environmental improvement activities, health professions education (for physicians, fellows, residents, medical students, nurses and other health professionals), support for emergency and trauma services, community support, coalition building, community building activities, and community benefit operations (both with assigned staff and through deborah's community health improvement plan strategy team). Deborah provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, gender, sexual orientation, color, religion, creed, sex, national origin, marital status, age, physical or mental handicap or ability to pay. Deborah provides medically necessary healthcare services to all new jersey patients regardless of ability to pay, including charity care, self-pay, medicare and medicaid patients. Deborah is the only hospital in the nation treating both adults and children that never balance-bills a patient for costs related to the care he or she receives at deborah, which helps ensure that price is not a barrier to those who come to deborah receiving the healthcare they may need. Control of deborah rests with its board of trustees, comprised of independent civic leaders and other prominent members of the community. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care programs and activities. The use and control of deborah is for the benefit of the public. No part of the income or net earnings of the organization inures to the benefit of any private individual, nor is any private interest being served other than incidentally. As a teaching hospital, deborah maintains a rigorous, robust fellowship program. This highly-sought after post-graduate training provides the leading-edge tools needed by the next generation of cardiologists, electro-physiologists, heart failure and vascular specialists. Admission to these fellowships is exceptionally competitive. Deborah's nursing program provides on-site rotational training for nurses entering the field, mentorships and internships for college students and an interactive simulcast video forum to share surgical procedures with high school students, as well as a recently instituted high school nursing assistant externship program. Deborah also hosts a year-round schedule of grand rounds presentations, cme seminars, and outside medical presentations to joint base mcguire-dix-lakehurst, reinforcing deborah's commitment as a teaching hospital. Over 30 ground-breaking clinical research trials are underway at deborah, providing the entry point for patients to receive the most innovative treatments once successful trials receive fda approval. In tandem with this, deborah's physicians are widely published in leading medical journals, as well as having editorial appointments on a number of widely-recognized medical publications. As a specialty hospital, deborah is not licensed to operate an emergency room. To meet the community's need for emergency care, deborah leases space to an acute care hospital system that operates a satellite emergency department (sed) within deborah's main hospital building. In addition, as a regional referral center and specialty hospital, deborah routinely receives transfers from other hospitals' emergency departments as well as admissions from our own clinic and direct admissions from referring physicians without consideration of the patients' ability to pay. Deborah's community outreach includes several integrated arms within the hospital: - the medical, nursing and community outreach department staffs - the marketing department - the community health improvement plan sub-committee members - the administrative team - the professional education and training departments. Deborah's community outreach efforts are designed to meet at least one of the following community benefit objectives: - access to care - chronic disease education and management; and - issues of aging/wellbeing. Deborah prepares a chip update report every three years that provides greater detail on the specific activities deborah is involved in to promote community health in our service area. The currently available chip report is an update (2020-2022) reporting on the results of the 2019 chna and subsequent chip action plan Chip update reports can be accessed by way of deborah's website. https://demanddeborah.org/patients-and-visitors/community-resources/commun ity-health-needs-assessment/ SCHEDULE H, PART VI; QUESTION 6 Deborah heart and lung center (the "center") is committed to enhancing the overall health status of the community by providing the highest quality healthcare and related services. The center strives to exceed patient expectations emphasizing commitment, competence, collaboration, communication, and compassion. Please also refer to schedule o. The center sets overall policy regarding billing and collections and the facility responses provided above for part i, line 3c; part i, line 6a; part i, line 7; part ii; part iii, line 4 and 8; and part iii, line 9b are reflective of that policy. Outlined below is a summary of the affiliates of the center. The center is an 89-bed tax-exempt teaching and tertiary care specialty hospital located in browns mills, burlington county, new jersey that provides comprehensive inpatient and outpatient cardiac, pulmonary and vascular services. The center is recognized by the internal revenue service as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, the center provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, gender, sexual orientation, color, religion, creed, sex, national origin, marital status, age, physical or mental handicap or ability to pay. Moreover, the center operates within the following criteria outlined in irs revenue ruling 69-545. 1. The center provides medically necessary healthcare services to all patients regardless of ability to pay, including charity care, self-pay, medicare and medicaid patients; 2. Although the center does not operate an emergency department, it leases an area in the center's main hospital building to an unrelated internal revenue code 501(c)(3) state of new jersey tax-exempt hospital that operates an emergency room on the center's campus. In addition, as a regional referral center and specialty hospital, deborah routinely receives transfers from other hospitals' emergency departments as well as admissions from its own clinic and direct admissions from referring physicians without consideration of the patients' ability to pay. 3. Control over the center rests with its board of trustees, comprised of independent civic leaders and other prominent members of the community. 4. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care, programs and activities. Deborah hospital foundation Deborah hospital foundation (the "foundation") is an affiliate organization recognized by the irs as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to irs code 509(a)(1). Through fundraising activities, the organization supports the charitable purposes, programs and services of the center. Deborah cardiovascular group, p.c. Deborah cardiovascular group, p.c. is an affiliate organization recognized by the irs as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to irc 509(a)(3). The organization promotes, supports and furthers the charitable purposes, programs and services of deborah heart and lung center. Deborah medical investments, llc A single member limited liability company whose sole member is the center, the organization is located in browns mills, burlington county, new jersey. This organization engages in healthcare services which are high quality and cost effective for the benefit of the community and in support of the charitable purposes of the center. Deborah medical associates insurance company, llc A single member limited liability company whose sole member is the center, the organization is located in browns mills, burlington county, new jersey. The organization provides medical professional liability insurance and commercial general liability insurance to the center. Other deborah heart and lung center affiliates Advanced medical management services, inc. A for-profit entity whose sole shareholder is the center, the organization is located in browns mills, burlington county, new jersey. The organization provides management services. The surgery center at deborah, llc A limited liability company treated as a partnership for tax purposes whose majority owner is the center. The organization is currently inactive. Once active the organization will engage in healthcare services which are high quality and cost effective for the benefit of the community and in support of the charitable purposes of the center. SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. X X X false true false false false false false true false KULPREET S BARN MD PHYSICIAN 951415 0 204144 0 360 0 5394 0 39956 0 1201269 0 0 0 MARK MOSHIYAKHOV MD PHYSICIAN 900980 0 192190 0 540 0 9900 0 19849 0 1123459 0 0 0 JOSEPH CHIRICHELLA TRUSTEE - PRESIDENT/CEO 603151 0 205000 0 145043 0 10140 0 35049 0 998383 0 0 0 RAFFAELE CORBISIERO MD PHYSICIAN 743847 0 175268 0 2376 0 9204 0 39342 0 970037 0 0 0 Pedram Kazemian MD PHYSICIAN 649321 0 174374 0 828 0 9900 0 39601 0 874024 0 0 0 STEPHEN J SZAWLEWICZ MD CHAIR ADULT CARDIOLOGY 574387 0 132478 0 828 0 10066 0 39601 0 757360 0 0 0 AARON KUGELMASS MD EVP/CHIEF MEDICAL OFFICER 594029 0 25000 0 24693 0 5450 0 38075 0 687247 0 0 0 SUSAN D BONFIELD ESQ SEC. - EVP/GENERAL COUNSEL 367225 0 30000 0 45239 0 41350 0 35999 0 519813 0 27263 0 JOSEPH R MANNI EVP OPERATIONS/COO 381607 0 60000 0 33043 0 11350 0 32649 0 518649 0 0 0 THOMAS R PERCELLO TREASURER-EVP FINANCE/CFO 378167 0 60000 0 4572 0 0 0 40901 0 483640 0 0 0 RICHARD S TEMPLE VP/CIO 282123 0 20691 0 2376 0 11044 0 36823 0 353057 0 0 0 MARION STAMOPOULOS VP HR/CHRO 228738 0 18907 0 2376 0 9001 0 33067 0 292089 0 0 0 RITA ZENNA VP PATIENT CARE SERVICES 241589 0 19382 0 4572 0 9379 0 16457 0 291379 0 0 0 SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOSEPH CHIRICHELLA, $106,432; SUSAN D. BONFIELD, ESQ., $27,263 and JOSEPH R. MANNI, $25,871. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HER 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: SUSAN D. BONFIELD, ESQ. $30,000. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II; COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE AMOUNTS REPORTED ON PRIOR YEARS' FORMS 990 IN SCHEDULE J, PART II, IN COLUMN (C) AS NON-TAXABLE UNVESTED DEFERRED COMPENSATION THAT IS NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. ACCORDINGLY, IN PRIOR YEARS THE INDIVIDUAL NEVER ACTUALLY RECEIVED ANY OF THESE UNVESTED BENEFIT AMOUNTS. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Our Commitment to Community Health Compassion is, and has always been, at the heart of Deborah's mission. Deborah Heart and Lung Center, supported by the fundraising of the Deborah Hospital Foundation, embraces the motto: "There is no price on life." For over 100 years, Deborah Heart and Lung Center has cared for New Jersey residents in need despite their financial status. Deborah believes that no one should make a medical decision based on his/her/their personal financial situation. Deborah is the only hospital in the nation that treats both adults and children and has never balance-billed a patient for care provided in the hospital, serving as a true safety net for cardiac, pulmonary and vascular services in New Jersey. Deborah is also active in the local community and service areas, providing specialty-focused community-based health and wellness programs. Our Mission To provide the highest quality heart, lung and vascular care in a collaborative and welcoming environment, while ensuring access for all. Our Vision To reimagine the delivery of advanced specialty care with a focus on healthy living for all communities. Our Story The Deborah story is an extraordinary one. Deborah was first incorporated in 1922 as the Deborah Jewish Consumptive Relief Society to build a tuberculosis (TB) sanatorium. According to history, the therapeutic air of the pine barrens of rural Burlington County was key to patient recovery. Thousands of TB patients were medically treated and compassionately cared for by a heroic team of Deborah physicians and caregivers. When the development of antibiotic medications led to the eradication of TB, Deborah shifted its focus to other chest diseases, embracing the emerging specialty of cardiac disease prevention and treatment. The focus on cardiac diseases, combined with Deborah's established expertise in lung diseases, transformed Deborah into New Jersey's only cardiac and pulmonary specialty hospital, where New Jersey's first open-heart surgeries were performed in the 1950s. Today, Deborah offers leading-edge surgical techniques and non-surgical alternatives to diagnose and treat cardiac, pulmonary and vascular diseases in adults, and congenital and acquired heart defects in adults and children. Deborah is recognized as a leader in patient care, patient satisfaction, quality outcomes and innovative healing. New advances in cardiac, pulmonary, and vascular care are often available first at Deborah. Deborah's clinical research department - combined with our well-respected teaching program - helps to bring new treatments, technologies and innovations to the Center. This infusion of innovative ideas and professional talent shapes the medical landscape of the State, strengthening Deborah's reputation as an important medical provider. IRS status Deborah is recognized by the IRS as a 501(c)(3) tax-exempt organization. Deborah operates within the following criteria outlined in IRS revenue ruling 69-545: 1. Deborah provides medically necessary healthcare services to all patients regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients. 2. As a specialty hospital, Deborah is not eligible to operate an emergency room. To meet the community's need for emergency care, Deborah leases space in Deborah's main hospital building to a hospital system licensed to operate a satellite emergency department. In addition, as a regional referral center and specialty hospital, Deborah receives transfers from other hospitals' emergency departments, as well as admissions from our own outpatient clinics and direct admissions from referring physicians. 3. Deborah's Board of Trustees, comprised of independent civic leaders and other prominent members of the community, provide oversight of, and guidance to, Deborah's executive team. 4. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care programs and activities in the community. The use and control of Deborah is for the benefit of the public. No part of the income or net earnings of the organization inures to the benefit of any private individual, nor is any private interest being served other than incidentally. Charity Care Deborah provides medically necessary healthcare to patients who meet criteria under Deborah's charity care policy, as well as those who are uninsured, but do not meet charity care requirements. Deborah maintains records to identify and monitor the charity care and community service it provides. Consistent with its mission and values, Deborah does not bill patients who receive services in the hospital for amounts that remain unpaid (including copayments and deductibles) after Deborah bills federal, State and commercial insurance programs. Deborah also sponsors programs and provides other patient services that directly benefit the surrounding community. Such programs include services to needy populations, community service programs and services for school-aged children, veterans, active-duty military and dependents, first responders, and the elderly. Deborah also actively sponsors programs on health education and wellness. Recent Awards/Accreditations Among the 2023 recognitions, awards and accreditations to the Deborah team are: - DNV healthcare, accredited hospital. - Certified ventricular assist device facility, DNV healthcare. - Four top 3-Star Ratings from the Society of Thoracic Surgeons in coronary artery bypass graft surgery (CABG), coronary artery bypass graft surgery with aortic valve replacement, aortic valve replacement and repair, and mitral valve replacement and repair with CABG. - Top Teaching Hospital Award by the Leapfrog Group - "Get with the Guidelines - Heart-failure Gold Plus Quality" achievement award, American Heart Association. - U.S. News and World Report named Deborah a high-performing hospital for COPD, heart attack, heart bypass surgery, transcatheter aortic valve repair (TAVR) and heart failure. - Accredited, nuclear medicine, vascular testing, and echocardiography, Intersocietal Accreditation Commission. - Institute of Sleep Medicine accredited by the American Academy of Sleep Medicine. - Accredited, College of American Pathologists. - 4-star rating, Centers for Medicare and Medicaid services, Hospital Compare. - Healthgrades outstanding patient experience award. - Eight physicians and administrators were recognized by regional magazines or local organizations as outstanding professionals. A Commitment to Community Deborah is committed to reaching out to, and into, our surrounding communities to meet the healthcare needs of those communities. Deborah prides itself on its partnership with individuals, corporations, labor organizations, service organizations and foundations to provide community-based and community-focused care. Deborah's community programs include services for needy populations, community service and education programs for the elderly, veterans and the medically underserved, as well as services and programs for children and adolescent children. Community Health Screenings/Outreach Deborah provides opportunities for the community to monitor their health through screenings available at Deborah and throughout the communities served. Deborah partners with numerous organizations to effectively reach targeted audiences. Detailed information on Deborah's screenings and outreach programs is found in the Schedule H narrative. targeted audiences. Detailed information on Deborah's screenings and outreach programs is found in the Schedule H narrative. Community Outreach Partners Deborah's community outreach efforts focus on building and maintaining key partnership with groups throughout the region. Deborah counts among its many partners: - American Heart Association - American Lung Association - Aspen Hills Healthcare Center - Browns Woods Apartments - Burlington County Commissioners - Burlington County Health Department - Burlington County Library System - Burlington County Prosecutor's Office - Burlington County Regional Chronic Disease Coalition - Burlington County Sheriff's Office - Capital Health System, Inc. - Carbon Health - Center for Family Services - Christian Caring Center - Cleveland Clinic Heart Vascular & Thoracic Institute - Coalition of 100 Black Women - Cooper University Health Care - Deborah Cardiovascular Group, P.C., d/b/a Deborah Specialty Physicians - Defense Enhancement Coalition - DNV GL Healthcare - Garden State Bariatrics Center - Georgie's Pharmacy - Hope One of Burlington County - Humana Military - Ivy Rehab Network - Joint Base McGuire-Dix-Lakehurst - Knights of Columbus - Landmark Healthcare Facilities, LLC - The Leapfrog Group - Local 500 NJ State Fireman's Mutual Benevolent Association - Maryville Addiction Treatment Center CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - New Jersey Chief of Police Association - New Jersey Department of Health - New Jersey Department of Human Services - New Jersey Department of Military and Veterans Affairs - New Jersey Education Association - New Jersey Hospital Association - New Jersey Hospital Association Veteran Navigators - New Jersey State Firemen's Association - New Jersey State Firefighters Mutual Benevolent Association - New Jersey State VFW - NFL Alumni Association - Ocean County Foot and Ankle Surgical Associates - Ocean County Health Department - Ocean Health Initiatives (a federally-qualified health center) - Ocean-Monmouth Health Alliance - Pemberton Community Library - Pemberton Township - Pinelands Family Success Center - Rowan College at Burlington County - Rowan University School of Osteopathic Medicine - Samaritan - Sidney Kimmel College at Jefferson University Hospital - Society of Thoracic Surgeons - Southern New Jersey Development Council - Southern NJ Perinatal Cooperative - St. Christopher's Hospital for Children - Stout's Transportation - The Eye Professionals - The Sisterhood - Temple University - Tobacco Free New Jersey - Veterans Administration - Virtua CEED (cancer education and early detection) Affiliated partnerships for expanded healthcare Deborah focuses on regional collaboration with other healthcare systems and providers to remove barriers to access for care and to offer expanded services. Of particular note are: 1. HeroCare Connect, a specially-designed program for active-duty military, veterans, retirees and their dependents. Developed as a partnership with Cooper University Health Care, the program provides rapid point of access to medical services offered by both Deborah and Cooper. Working closely with Joint Base McGuire-Dix-Lakehurst's staff at the 87th Medical Group, HeroCare Connect provides a vital link in specialty care for our military, and for medical clearances for rapid deployment. 2. Partnership in the support of a Medical Office Building owned and operated by Landmark Healthcare, LLC of Milwaukee, Wisconsin, designed to bring new medical providers into the community. Through this partnership, Pemberton Township (designated as a federally designated medically underserved area MUA/MUP) has access to urgent care; obstetric and gynecological services; physical therapy; a primary care practice, including pediatrics; a cardiac rehabilitation program; occupational therapy; pain management; eye care; pharmacy services; podiatry services; and an ambulatory surgical center. 3. Cleveland Clinic Heart, Vascular & Thoracic Institute Alliance Member, working with CCHVTI to strengthen the processes underpinning the cardiovascular medicine and surgery performed at Deborah through sharing of best practices to improve outcomes, safety, and quality for patient care. 4. Ivy Rehab, in partnership with Deborah Heart and Lung Center, jointly operates a full scope physical therapy practice on Deborah's campus. Located in a separate medical office building, Deborah Physical Therapy, provided by Ivy Rehabilitation offers our community convenient access to comprehensive physical therapy and physical assessments that members of our community previously had to travel outside of the region or forego. Deborah Affiliations Deborah has relationships with various New Jersey statewide organizations. These relationships are endorsed by the executive leadership and/or governing body of each organization. - New Jersey State Fireman's Association - Veterans of Foreign Wars - Knights of Pythias - Knights of Columbus - NFL Alumni Association - New Jersey Education Association - New Jersey State Police Benevolent Association - New Jersey State Association of Chiefs of Police Education As a teaching hospital, Deborah maintains robust cardiology, interventional cardiology, electrophysiology, heart failure, and vascular surgery fellowship programs. This highly sought-after post-graduate training provides valuable experience to cardiologists and vascular specialists. Deborah's nursing program provides on-site rotational training for nurses entering the field, mentorships and internships for college students, and a new high school externship nursing assistant program. Deborah also hosts a year-round schedule of grand rounds presentations, CME seminars, sponsoring and presenting at major national professional symposia, and outside medical presentations to joint base McGuire-Dix-Lakehurst, consistent with Deborah's commitment as a teaching hospital. Clinical Research Over 30 clinical research trials are underway at Deborah, providing an opportunity for patients to receive innovative treatments at Deborah once successful trials receive FDA approval. Deborah's research physicians are widely published in leading medical journals, with editorial appointments on many medical publications. Deborah's Programs and Services Deborah seeks to enhance the healthcare services and experiences of its patients and their families. Deborah has a strong set of organizational values creating a driving force behind the Center's excellence. The Deborah team looks for continuous improvement based on patient, staff and community feedback, and clinical data. Achieving, and then maintaining, a level of excellence in healthcare services is Deborah's commitment. Deborah does this through the following services, among others: 1. Adult Cardiology Services Adult congenital heart disease - Deborah's unique adult congenital heart disease program combines the expertise of physicians trained in adult and pediatric cardiovascular medicine, with tailored management of the disease. Cardiac catheterizations - catheterizations are the most widely performed procedure at Deborah. The center has four full service cardiac catheterization and endovascular catheterization labs that are fully equipped with the latest technology to allow care teams to visualize and access vessels with unprecedented flexibility and precision. Clinical cardiology - Deborah's clinical cardiology service provides consultations for patients with acute and chronic heart diseases. The scope of care includes congenital and acquired heart diseases, coronary artery disease, rheumatic heart disease, and other forms of valvular and myocardial disease, cardiomyopathy and hypertensive heart disease, disorders of the coronary and non-coronary circulation systems, myocardial function, cardiac conduction system and cardiac valves. 2. Advanced Heart Failure Deborah provides comprehensive care to patients with all forms of heart failure, excluding heart transplant. Deborah's comprehensive team approach allows for the treatment of patients with even the most advanced forms of heart failure. Since so few patients with heart failure can be offered heart transplantation, the specialists at Deborah strive to maximize heart performance and minimize risk, using medications and specialized implanted devices. Cardiomems - an integrated team consisting of interventional, electrophysiology and heart failure physicians is able to offer the cardiomems implant. This device allows patients with advanced heart failure to return home with monitoring provided once a day through a brief computerized test with the results sent to Deborah so the team can monitor, in real-time, the patient's status and immediately address the patient's needs, avoiding an emergency re-hospitalization. Left Ventricular Assist Device (LVAD) shared services - Deborah has partnered with a transplant hospital to support its LVAD program, designed to allow patients to receive left ventricular assist devices as either a bridge to transplant or as destination therapy for qualifying patients. Extracorporeal Membrane Oxygenation (ECMO), also known as extracorporeal life support, -- is an extracorporeal technique of providing prolonged cardiac and respiratory support to persons whose heart and lungs are unable to provide adequate gas exchange or perfusion to sustain life for long-term support. Impella device is the world's smallest heart pump which provides the heart with active support in critical situations. The most common indications for using the Impella device are the treatment of myocardial infarction complicated by cardiogenic shock and to facilitate high risk coronary angioplasty. Other indications include the treatment of cardiomyopathy with acute decompensation, postcardiotomy shock, and off-pump coronary bypass surgery. 3. Ambulatory Care Services Area Ambulatory care patients seen at Deborah receive quality care in the center's renovated ambulatory care service area. The ambulatory care exam area contains spacious, modern exam rooms, all with cardiac monitors and a triage room for urgent situations. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 4. Cardiothoracic Surgery Adult Congenital Heart Surgery - the cardiac surgery service at Deborah has performed hundreds of surgeries on adult patients with congenital heart anomalies. Aortic Surgery - all aspects of aortic surgery are performed at Deborah, including repair of aneurysms of the ascending, descending and abdominal aorta, correction of aortic dissection, replacement of the aortic root and replacement of the aortic arch. Beating Heart Bypass Surgery - beating heart bypass surgery is performed while the heart is still beating. With "off-pump" technology, heart and lungs continue to function during the surgery, reducing the risk of stroke, lung and kidney dysfunction and memory loss. Coronary Artery Surgery - coronary artery surgery is performed at Deborah using the latest techniques to perform either an arterial bypass or mixed arterial and reversed saphenous vein grafting as indicated. Deborah's cardiac surgery team uses advanced techniques of myocardial protection, surgical technique, extracorporeal perfusion, anesthetic management, blood conservation and perioperative care. Direct Coronary Artery Bypass - cardiac surgeons perform minimally invasive direct coronary artery bypass (MIDCAB) surgery. This procedure allows coronary revascularization in select cases with a limited sternotomy incision and without the use of the heart-lung machine. Endoscopic Radial Artery/Saphenous Vein Harvesting - Deborah surgeons offer endoscopic radial artery and saphenous vein harvesting, a minimally invasive technique for removal to be used as a conduit in coronary artery bypass surgery. 5. Valve Repair or Replacement Minimally Invasive Valve Surgery - surgeons at Deborah can repair or replace both the mitral and aortic valves by applying a minimally invasive technique. Instead of a sternotomy, a smaller incision is used to expose and access the heart. Mitra Clip - The Mitra Clip is a minimally invasive, catheter-based therapy performed by a multidisciplinary heart team using venous access and real-time imaging (echocardiography and fluoroscopy), thereby avoiding cardiopulmonary bypass. Deborah offers the latest and safest refined surgical techniques for cardiac valve reconstruction. Many valve conditions result in valvular dysfunction, manifested by stenosis, incompetence or both. Transcatheter Aortic Valve Replacement (TAVR) - combining the skills of surgeons and cardiac interventional physicians in Deborah's state-of-the-art hybrid operating room, teams can replace aortic valves percutaneously for the highest-risk patients who are not candidates for open heart surgery Valve Replacement - Deborah has used cardiac valve substitutes since 1963, and utilizes various state-of-the-art cardiac valve prostheses, designed to suit every individual's need, disease process or patient's age. 6. Vascular Surgery Surgical procedures at Deborah include: carotid endarterectomy, abdominal aortic aneurysm resection and lower extremity revascularization. 7. Endovascular Surgery Endovascular Surgery is an innovative, less invasive procedure used to treat problems affecting the blood vessels, such as an aneurysm, which is a swelling or "ballooning" of the blood vessel. The surgery involves making a small incision near each hip to access the blood vessels. Aortic Stenting - Endovascular Stent Grafting, or Endovascular Aneurysm Repair (EVAR), is a newer form of treatment for abdominal aortic aneurysm that is less invasive than open surgery. Endovascular stent grafting uses an endovascular stent graft to reinforce the wall of the aorta and to help keep the damaged area from rupturing. 8. The Children's Heart Center at Deborah/Children of the World Program Outpatient Pediatric Cardiology - Deborah's board-certified pediatric cardiologist and advanced nurse practitioner (ANP) provide diagnostic outpatient evaluations for children suspected to have congenital or acquired heart disease. Pediatric Arrhythmia Program - diagnosis and ongoing management of arrhythmias, palpitations and syncope are provided in the ambulatory care settings. Noninvasive diagnostic studies are used to identify significant problems. Pediatric Echocardiography - provides important diagnostic information, and is regularly used as clinically indicated as an integral part of the cardiac evaluation. Perinatal Cardiology - comprehensive assessment of the fetus and neonate with suspected cardiac disease is provided. Fetal echocardiography provides information regarding structural heart disease, and allows monitoring of cardiac performance. 9. Electrophysiology and Arrhythmias services Cardioversion - a procedure in which a shock is delivered to the patient's heart through paddles or patches on their chest. The current affects the electrical impulses in the heart and can restore a normal rhythm. CRT-D and ICD device - Cardiac Resynchronization Therapy Defibrillator (CRT-D) and Implantable Cardioverter Defibrillator (ICD) is used to treat heart failure and sudden cardiac death. The system is designed to simplify and reduce the time needed for the implant procedure by combining three separate lead terminals into one integrated connector and reducing the number of connections and set screws needed in the device header. Loop Recorders - an Implantable Loop Recorder, or ILR, is a heart recording device that is implanted in the body underneath the chest skin. It has several uses. The most common ones include looking for causes of fainting, palpitations, very fast or slow heartbeats, and hidden rhythms that can cause strokes. Pacemaker/ICD - Deborah's electrophysiologists implant programmable pacemakers and defibrillators to treat a variety of rhythm disturbances. The major diagnoses are brady- and tachy- arrhythmias. Pacemakers are implanted in a patient with a slow heart rate, while an implantable cardioverter defibrillator is a treatment option for patients who suffer with ventricular tachycardia and ventricular fibrillation. Deborah also implants Bluetooth-enabled devices for remote at home device monitoring. Radiofrequency ablation - Deborah performs radiofrequency ablation, a procedure used to treat adults and children with complex cardiac arrhythmias. Included in these services are atrial and supraventricular tachycardia, Wolff-Parkinson-White syndrome, atrial fibrillation and flutter. Stereotaxis gentle touch magnetic system - Deborah's electrophysiology suite includes one of the region's first stereotaxis gentle touch magnetic systems, as well as new enhanced imaging equipment and a specifically-designed mapping system. The stereotaxis gentle touch magnetic system allows doctors the ability to view the inside of the heart, both anatomically and electrically. Tilt tables - tilt tables are used to help identify the cause of fainting spells. Watchman - Deborah is implanting the watchman left atrial appendage closure device, a proven alternative to long-term warfarin therapy for stroke risk reduction in patients with non-valvular AFIB. 10. Imaging services Deborah provides a full complement of imaging services. The Deborah services include: Nuclear medicine - nuclear medicine is a specialized area of radiology that uses very small amounts of radioactive materials, or radiopharmaceuticals, to examine organ function and structure. Nuclear studies - a cardiac (heart) nuclear study is a test that uses a small dose of radioactive solution to track blood flow to the heart muscle, and to evaluate heart function. Nuclear stress - a nuclear exercise stress test is like an exercise stress test, in that it also involves walking on a treadmill. For this test, however, a radioactive isotope is injected into the bloodstream. A gamma camera can detect radiation and create computer images of the heart at rest and after exercise. CT scanner - a cardiac computed tomography (CT) scan uses special x-rays to create detailed images of the heart and blood vessels. Deborah has a state of the art 256-slice CT scanner that provides superior quality images and leads to better, more precise diagnoses. Echo - an echocardiogram (or echo) is a test of the heart using ultrasound waves and is used for diagnosing disease of the heart or its valves. Trans Esophageal Echocardiography (TEE) - is a special type of echo that produces moving pictures of your heart by placing a transductor in the esophagus. The esophagus is so close to the heart, images from a TEE provides very clear images of the heart and its structures. Ultrasound - a vascular ultrasound is used to study the circulation in the blood vessels of the body. This can be used to look at veins and arteries in the neck, abdomen, arms and legs. Mobile Pet/CT - a mobile pet/CT scanner rotates onsite at Deborah for patients who need this diagnostic test, commonly used to identify carcinoma. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 11. Institute for Sleep Medicine Deborah offers patients accurate diagnosis and effective treatment for disorders such as sleep apnea, as well as less common disorders such as narcolepsy, insomnia, sleep movement disorders and sleep deprivation syndromes. Sleep studies are conducted on-site. Home sleep studies are also offered, expanding access to this important diagnostic testing. 12. Interventional Cardiology Deborah's interventional cardiology department includes a team of specialty-trained interventionists using highly advanced technologies and devices to open blockages, offering minimally invasive techniques and an array of interventional treatment options give their patients optimal outcomes. Radial artery access - cardiac catheterization through the radial artery in the wrist is less invasive, more comfortable, and safer and has fewer complications and a faster recovery than the traditional femoral method. Performing cardiac catheterization through the wrist using a long, thin tube (called a catheter) through an artery in the wrist to get to the heart is the most common method used at Deborah. Service include: - 3D vascular stents - Adult congenital procedures - Alternative access (including popliteal pedal access for complex anatomy) - Angioplasty with drug eluting stents - Cardiac catheterization - CardioMems implant for heart failure monitoring - Carotid procedures and interventions - Chronic total occlusions (CTO): diagnostics and interventions - Deep vein thrombosis - Intravascular ultrasound and fractional flow reserve (FFR) - Left atrial appendage closure (LACC) device: WATCHMAN FLXT - Limb salvage procedures for critical limb ischemia - Mitral valve repair (MitraClip) - Paravalvular leak closure - Percutaneous endovascular abdominal aortic aneurysm repair (PEVAR) - Pulmonary emboli - Transcatheter mitral valve repair (TMVR) - Transradial catheterization and interventions - Valvuloplasty - Varicose veins ablations - Venous disease Structural Heart Disease Procedures - Atrial septal defect (ASD) closure - Patent ductus arteriosus (PDA) closure - Patent foramen ovale (PFO) closure - Transcatheter aortic valve replacement (TAVR) - Ventricular septal defect (VSD) closure 13. The Wound Care Center The James Klinghoffer Center for Wound Healing and Hyperbaric Treatment provides advanced wound care technology and hyperbaric oxygen therapy to enhance wound healing through a multidisciplinary team approach. Services include: - Arterial and venous pumps - Bioengineered skin substitutes - Compression wraps - Growth factors - Hyperbaric oxygen therapy (HBO) - Negative pressure wound therapy - Ultrasonic debridement - Wound matrix and collagen dressings 14. Multi-disciplinary Oncology Clinic Deborah's multi-disciplinary oncology clinic program, offered through a collaborative relationship with an independent oncology practice, offers collaborative personalized outpatient appointments for case management of patients with tumors. 15. Pulmonary Medicine and Rehabilitation Services The department of pulmonary medicine provides high quality care for patients with all types of lung disease. Our goal is to provide personal care to every patient in a friendly, timely and accessible manner. Pulmonary Rehabilitation - pulmonary rehabilitation is a program of education and exercise that helps patients manage his/her/their breathing problems, increasing stamina (energy) and decreasing breathlessness. The educational part of the program teaches patients to be "in charge" of his/her/their breathing instead of his/her/their breathing overseeing them. Pulmonary Function Testing (PFTs) -- noninvasive tests that show how well the lungs are working. The tests measure lung volume, capacity, rates of flow, and gas exchange. This information can help a healthcare provider diagnose and decide the treatment of certain lung disorders. Physical Therapy (PT) -- a branch of rehabilitative health that uses specially designed exercises and equipment to help patients regain or improve their physical abilities. PT is appropriate for many types of patients, from infants born with musculoskeletal birth defects, to adults suffering from sciatica or the aftereffects of injury or surgery, to elderly post-stroke patients. Cardiac Rehabilitation -- a medically supervised program, individualized for each patient. It consists of exercise training, as well as education and counseling about heart-healthy living. Besides heart attacks, cardiac rehab is recommended by the American heart association for heart conditions like coronary artery disease, angina or heart failure, after a heart procedure or surgery, including bypass surgery, angioplasty and stenting, valve replacement, or a pacemaker or implantable cardioverter defibrillator. 16. Vein Center Spider veins on the thighs, ankles or calves is a concern for many people. At Deborah's Vein Center, there are now spider vein and varicose vein treatments that can virtually eliminate these conditions. 17. The Women's Heart Center The Women's Heart Center combines Deborah's expertise in treating heart and vascular disease with programs to help reduce stress; reduce weight; quit smoking; eat better; sleep more soundly; manage diabetes and educate women about the signs and symptoms of heart and vascular disease. This multi-pronged approach aims to reduce heart and vascular disease among women. 18. Thoracic Surgery Thoracic - or chest - surgery includes the lungs, esophagus, trachea, and chest wall. A variety of surgical techniques, including both open and minimally invasive, are performed by Deborah's surgical team, including: - Chest wall procedures - Esophageal procedures - Lung volume reduction surgery - Mediastinal procedures - Pleural procedures - Pulmonary resections (wedge, lobectomy, pneumonectomy, segmentectomy) - Tracheal procedures - Video-assisted thoracoscopic lung surgery (VATS) CORE FORM, PART V; QUESTION 15 KULPREET S. BARN, M.D. AND MARK MOSHIYAKHOV, M.D. ARE INCLUDED WITHIN THE ORGANIZATION'S FORM 990, PART VII. THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THEY ARE LICENSED MEDICAL PROVIDERS WHOSE COMPENSATION WAS FOR CLINICAL SERVICES AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS") AND AFTER PRESENTATION AND REVIEW BY THE ORGANIZATION'S AUDIT COMMITTEE. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS, THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("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 FINANCE PERSONNEL AND INTERNAL WORKING GROUP OF THE ORGANIZATION 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 FINANCE PERSONNEL AND INTERNAL WORKING GROUP FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND 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 FINANCE PERSONNEL AND INTERNAL WORKING GROUP FOR FINAL REVIEW. FOLLOWING THIS REVIEW, THE FINAL FORM 990 WAS PRESENTED TO THE MEMBERS OF THE DEBORAH HEART AND LUNG CENTER AUDIT COMMITTEE FOR REVIEW AND THEREAFTER PROVIDED TO EACH VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S DIRECTOR OF COMPLIANCE FOR REVIEW. THEREAFTER, THE DIRECTOR OF COMPLIANCE AND GENERAL COUNSEL REVIEW THE QUESTIONNAIRES AND MAINTAIN RECORDS OF THE COMPLETED QUESTIONNAIRES. CORE FORM, PART VI, SECTION B; QUESTION 15 The deborah heart and lung center board of trustees has a human resources committee ("committee"). The committee reviews and follows internal revenue service guidelines for rebuttable presumption of reasonableness for purposes of irs code section 4958 in its evaluation and decision-making with respect to the compensation paid to the president & ceo. The committee is provided with the recommendations of the president & ceo with respect to senior leadership compensation and data to demonstrate that his recommendation is in line with IRS guidelines. The committee's review is done on at least an annual basis and ensures that the "total compensation" of senior leadership of the organization is reasonable. The actions taken by the committee enable the center to receive the rebuttable presumption of reasonableness for purposes of irs code section 4958 with respect to the total compensation of certain members of the senior leadership team. Factors that support the center's standing with respect to its reasonableness include, but are not limited to: 1. The compensation and benefit arrangements are approved in advance by the committee, none of whom have a "conflict of interest" with respect to the compensation arrangement; 2. The committee relies upon appropriate comparable external and internal compensation data prior to making its determination. This data is updated each year by utilizing generally published surveys, data provided by healthcare associations, and information gleaned from newspaper articles and other sources and reflects comparable factors, including but not limited to geography, bed size, complexity, revenue, etc. 3. The committee documents the basis for its determinations in timely, formal meeting minutes. The compensation and benefits of the other individuals contained in this form 990, schedule j, are reviewed annually by the president & ceo with assistance from the organization's human resources department in conjunction with the individual's job performance during the year, and are based upon various objective and subjective performance factors designed to ensure that reasonable and fair market value compensation is paid by the organization. The center's financial status as well as its need to attract and retain competent leadership is also reviewed and considered in this process. Other objective factors include market survey data for comparable positions, individual goals and objectives, actual performance and other relevant performance feedback. CORE FORM, PART VI, SECTION B; QUESTION 16B DEBORAH HEART AND LUNG CENTER MAINTAINS A WRITTEN POLICY TO ENSURE THAT ANY JOINT VENTURE ENTERED INTO BY DEBORAH HEART AND LUNG CENTER WITH A FOR-PROFIT PARTICIPANT IS REVIEWED AND FOLLOWED SO AS TO EVALUATE ITS PARTICIPATION UNDER APPLICABLE FEDERAL TAX LAW, AND TO ENSURE THAT THE ORGANIZATION TAKES STEPS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. CORE FORM, PART VI, SECTION C; QUESTION 18 Pursuant to state of New Jersey P.L. 2019, chapter 513, (which was effective on July 21, 2020), and amended P.L. 2008, chapter 58 (C.26: 2H-5.1b), this organization has posted on its internet website a copy of this Internal Revenue Service (IRS) Form 990 and all schedules and supporting documentation required to be submitted to the IRS in conjunction with the Form 990 with the exception of those schedules not open for public inspection. Said Form 990 was posted by the organization after filing its Form 990 with the IRS. 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 DEPARTMENT OF THE TREASURY. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. IN ADDITION, JOSEPH MANNI WORKS 45 HOURS A WEEK AS THE chief operating officer FOR THE ORGANIZATION AND WORKS 10 HOURS A WEEK AS THE CHIEF OPERATING OFFICER FOR DEBORAH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, FOR A TOTAL OF 55 HOURS A WEEK. CORE FORM, PART VII, SECTION A, COLUMN B THIS ORGANIZATION IS PART OF DEBORAH HEART AND LUNG CENTER; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION FOR PROPERTY, PLANT AND EQUIPMENT - $22,500; - NET ASSETS RELEASED FROM RESTRICTION - ($1,007,881); - CHANGES IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST - $65,446 AND - CHANGE IN BENEFICIAL INTEREST IN RESTRICTED NET ASSETS OF DEBORAH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $210,429. CORE FORM, PART XII; QUESTION 2 AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ITS SUBSIDIARIES, FOR THE YEARS ENDED DECEMBER 31, 2023 AND DECEMBER 31, 2022; RESPECTIVELY, AND ISSUED A CERTIFIED AUDITED CONSOLIDATED FINANCIAL STATEMENT. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. AN UNMODIFIED OPINION WAS ISSUED BY THE INDEPENDENT CPA FIRM. THE TAXPAYER'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE AN AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. DHLC THE ORGANIZATION'S FEDERAL FORM 990 INCLUDES CERTAIN REVENUE RECEIVED AND EXPENSES INCURRED BY VARIOUS DEBORAH HEART AND LUNG CENTER RELATED PROGRAMS, DEPARTMENTS, ACTIVITIES AND DEBORAH HEART AND LUNG CENTER EMPLOYEES. REVENUE EARNED FROM THESE PROGRAMS AND ACTIVITES WAS RECEIVED BY DEBORAH HEART AND LUNG CENTER UTILIZING DIFFERENT FEDERAL IDENTIFICATION NUMBERS THAN 23-1550955. BELOW IS A LIST OUTLINING THE VARIOUS DEBORAH HEART AND LUNG CENTER PROGRAMS, DIVISIONS, DEPARTMENTS AND PHYSICIAN EMPLOYEES AND THEIR RESPECTIVE FEDERAL IDENTIFICATION NUMBERS: PROFESSIONAL SERVICE FUND OF DHLC 23-1893623 DEBORAH MEDICAL INVESTMENTS, LLC 46-4400008 DEBORAH MEDICAL ASSOCIATES INSURANCE CO., LLC 38-3989806 DEBORAH MEDICAL INVESTMENTS LLC 200 TRENTON ROAD BROWNS MILLS NJ 08015 464400008 HEALTH SVCS. NJ 0 280800 DHLC DEBORAH MEDICAL ASSOCIATES INS CO LLC 200 TRENTON ROAD BROWNS MILLS NJ 08015 383989806 FIN. VEHICLE NJ 2204079 8174833 DHLC DEBORAH HOSPITAL FOUNDATION 212 TRENTON ROAD BROWNS MILLS NJ 08015 222049500 SUPPORT NJ 501(C)(3) 7 NA false DEBORAH CARDIOVASCULAR GROUP PC 200 TRENTON ROAD BROWNS MILLS NJ 08015 030494366 HEALTH SVCS. NJ 501(C)(3) 12a DHLC true THE SURGERY CENTER AT DEBORAH LLC 11221 ROE AVENUE STE 320 LEAWOOD KS 662111878 853082092 HEALTH SVCS. KS DHLC RELATED 0 765000 false 0 true 0.58000 ADVANCED MEDICAL MANAGEMENT SERVICES 200 TRENTON ROAD BROWNS MILLS NJ 08015 204912042 MGMT SVCS. NJ DHLC C CORP. 0 4235 1.00000 true false false true true true false false false false false true false false false false false true false false SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF DEBORAH HEART AND LUNG CENTER; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE DEBORAH HEART AND LUNG CENTER ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.