2023-11-09T18:28:09-06:00 2022-12-31 ERNST & YOUNG US LLP 1 MANHATTAN WEST NEW YORK NY 10001 990 2022-01-01 135564934 BETH ISRAEL MEDICAL CENTER % DENIS DONEGAN BETH 6466054217 FIRST AVENUE AT 16TH STREET NEW YORK NY 10003 STEPHEN HARVEY EVP, SYSTEM CFO 6466054217 2023-11-09 true STEPHEN HARVEY 999009999 Nicole M Sokolowski P01683199 2127733000 2 2022 2023-04-26 12:10:37Z MOUNT SINAI BETH ISRAEL STEPHEN HARVEY 150 EAST 42ND STREET NEW YORK NY 10017 1024158702 false X http://www.mountsinai.org X 1890 NY SERVES THE HEALTH CARE NEEDS OF THE NEW YORK COMMUNITY, WHILE ALSO PROVIDING CLINICAL EDUCATION AND ENGAGING IN CLINICAL RESEARCH. 29 29 6400 300 0 32264542 11835235 806124671 876450375 7861847 6533819 111560997 129225284 957812057 1024044713 8433417 9366793 0 0 522079472 535944428 0 0 91378 613954331 631531550 1144467220 1176842771 -186655163 -152798058 1279240881 1264863588 1404216769 1564393915 -124975888 -299530327 SINCE ITS FOUNDING, OVER 120 YEARS AGO, AS A MEDICAL DISPENSARY TO MEET THE NEEDS OF THE IMPOVERISHED AND UNDERSERVED JEWISH COMMUNITY OF THE LOWER EAST SIDE, BETH ISRAEL MEDICAL CENTER HAS BEEN COMMITTED TO THE CARE OF PERSONS OF ALL RACES, RELIGIONS AND CREEDS. NOW A MAJOR PROVIDER OF A FULL RANGE OF PRIMARY, SECONDARY AND HIGHLY SPECIALIZED TERTIARY HEALTH CARE SERVICES, THE MEDICAL CENTER REMAINS PROUD OF ITS HERITAGE AND THE ORIGINAL MISSION OF BETH ISRAEL MEDICAL CENTER. THE MISSION OF BETH ISRAEL MEDICAL CENTER IS TO PROVIDE COMPASSIONATE PATIENT CARE WITH SEAMLESS COORDINATION AND TO ADVANCE MEDICINE THROUGH UNRIVALED EDUCATION, RESEARCH, AND OUTREACH IN THE MANY DIVERSE COMMUNITIES WE SERVE. false false 1067820978 0 994032179 PATIENT CARE: BETH ISRAEL MEDICAL CENTER PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF THE MEDICAL CENTER, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER, THAT OUR MISSION, IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. BETH ISRAEL PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AND THE UNINSURED AT BELOW COST. TO THE EXTENT REIMBURSEMENT IS BELOW COST, OR A PATIENT IS UNABLE TO PAY, BETH ISRAEL RECOGNIZED THESE AMOUNTS AS CHARITY CARE IN MEETING ITS MISSION TO THE COMMUNITY. IN ADDITION, CHARITY CARE IS ALSO PROVIDED THROUGH MANY FREE SERVICES AND PROGRAMS OFFERED THROUGHOUT THE YEAR, WHICH BETH ISRAEL BELIEVES SERVE A BONA FIDE COMMUNITY HEALTH NEED. IN ADDITION, THE HOSPITAL OPERATES TWO EMERGENCY ROOMS THAT ARE OPEN 24 HOURS, SEVEN DAYS A WEEK. THE KARPAS HEALTH INFORMATION CENTER (KHIC) CONSISTING OF 4 healthcare PROFESSIONALS PROVIDES HEALTH SCREENINGS, HEALTH INFORMATION AND HEALTH EDUCATION TO THE COMMUNITY. ITS REGULAR SERVICES INCLUDE FREE LECTURES, DISTRIBUTION OF FREE PUBLICATIONS, HEALTH SCREENINGS, PHYSICIANS REFERRALS, ETC. BIMC IS THE PRIMARY HEALTHCARE PROVIDER FOR THE LOWER EAST SIDE OF NEW YORK CITY. THE NEIGHBORHOOD IS THE POINT OF ENTRY FOR MANY NEW IMMIGRANTS TO THE UNITED STATES. THE NEIGHBORHOOD IS ALSO AFFLICTED WITH SEVERE SUBSTANCE ABUSE PROBLEMS AND THE RELATED HEALTH CRISIS, AIDS. IN RECOGNITION OF ITS RESPONSIBILITY TO THE COMMUNITY, BETH ISRAEL PROVIDES SERVICES IN VARIOUS LANGUAGES: ENGLISH, HEBREW, CHINESE AND SPANISH. 9366793 9366793 9652320 STUDENT FINANCIAL AID PROGRAM: TO PROVIDE FINANCIAL AID TO QUALIFYING NURSES ATTENDING BETH ISRAEL NURSING SCHOOL. 1077187771 true true false false false false false false false true true false false true true false false true false false true false false false false false true true true true true false false false false false false false false true false false false true true true true false false true 529 0 true 6400 true false false false false false true true false false false false true false X 29 29 true false false false true true true true true false false true true true true true true true true false NY X DENIS DONEGAN 6466054217 150 EAST 42ND STREET 5TH FLOOR NEW YORK NY 10017 KENNETH DAVIS MD 2 CHIEF EXECUTIVE OFFICER 6.32 53.68 X 767827 6039149 89405 MARGARET PASTUSZKO 2 EVP, SYSTEM CIO 6.37 53.63 X 290066 2281442 64512 DENNIS CHARNEYMD12 PRESIDENT, ACADEMIC AFFAIRS 6.49 53.51 X 252603 1986784 50417 STEPHEN HARVEY EVP, SYSTEM CFO 6.26 53.74 X 242851 1870734 77093 JEREMY BOAL MD 2 PRESIDENT, EVP, SYSTEM CMO 6.54 53.46 X 210673 1656981 87355 BETH ESSIG ESQ 2 EVP, GENERAL COUNSEL 5.97 54.03 X 193820 1493041 51704 ARTHUR KLEIN MD 2 EVP, PRESIDENT OF HEALTH NTWK 8.82 51.18 X 255789 1382835 41771 JEFFREY SILBERSTEIN 2 EVP, SYSTEM CAO 6.66 53.34 X 174417 1343574 32107 MICHAEL PASTIER SVP, CHIEF FINANCIAL OFFICER 10.04 49.96 X 256677 1174875 81070 BURTON P DRAYER 2 FORMER OFFICER 0.0 0.0 X 181988 1273912 51827 Kelly Cassano DO EVP, Sys Ambulatory Operation 7.97 52.03 X 159517 1114087 41879 SCOTT MICHAEL LORIN 2 PRESIDENT 60.0 0.0 X 1032936 0 31701 BARBARA BARNETT 2 CHIEF MEDICAL OFFICER 38.7 21.3 X 578833 318582 49900 ELIZABETH SELLMAN 2 SENIOR VICE PRESIDENT 60.0 0.0 X 740334 0 41659 FRANK CINO 2 SVP, SYSTEM CHIEF RISK OFFICER 6.72 53.28 X 77086 593809 52869 ELVIS DELEON VP AMBULATORY OPERATIONS 60.0 0.0 X 537751 0 57446 JEMILAT SIJU VICE PRESIDENT NURSING 60.0 0.0 X 391935 0 54920 TODD AMBROSIA DEAN OF SCHOOL OF NURSING 60.0 0.0 X 376013 0 50892 SUSAN R CULLMAN TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 JOEL S EHRENKRANZ TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 RICHARD A FRIEDMAN CO-CHAIRMEN OF BOARD/TRUSTEE 2.0 16.0 X X 0 0 0 DONALD J GOGEL TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 STEVEN HOCHBERG TRUSTEE/VICE CHAIRMAN 2.0 21.0 X X 0 0 0 JOHN A LEVIN TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 ERIC MINDICH TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 MICHAEL MINIKES VICE CHAIR/TREASURER/TRUSTEE 2.0 25.0 X X 0 0 0 JOEL I PICKET TRUSTEE/VICE CHAIRMAN 2.0 19.0 X X 0 0 0 RICHARD RAVITCH TRUSTEE/VICE CHAIRMAN 2.0 19.0 X X 0 0 0 JUDITH O RUBIN TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 THOMAS W STRAUSS TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 JAMES S TISCH TRUSTEE/CO-CHAIRMEN OF BOARD 2.0 16.0 X X 0 0 0 ANDREW M ALPER TRUSTEE 1.0 5.0 X 0 0 0 FRANK BISIGNANO TRUSTEE 1.0 5.0 X 0 0 0 JEFF T BLAU TRUSTEE/VICE CHAIRMAN 2.0 19.0 X X 0 0 0 HENRY M CALDERON TRUSTEE (END MAR 2022) 1.0 5.0 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 1.0 5.0 X 0 0 0 JOHN B HESS TRUSTEE/ VICE CHAIRMAN 2.0 16.0 X X 0 0 0 JAMES KEMPNER TRUSTEE 1.0 6.0 X 0 0 0 MARC S LIPSCHULTZ TRUSTEE 1.0 6.0 X 0 0 0 JAMES NEARY TRUSTEE/VICE CHAIRMAN 2.0 16.0 X X 0 0 0 ALICE NETTER TRUSTEE (END JULY 2022) 1.0 6.0 X 0 0 0 BERNARD W NUSSBAUM TRUSTEE (END MAR 2022) 1.0 7.0 X 0 0 0 LEWIS PELL TRUSTEE 1.0 5.0 X 0 0 0 ROBERT F SAVAGE JR TRUSTEE 1.0 5.0 X 0 0 0 DAVID WINDREICH TRUSTEE 1.0 6.0 X 0 0 0 JOHN S WINKLEMAN TRUSTEE (END MAR 2022) 1.0 5.0 X 0 0 0 WILLIAM H WRIGHT II TRUSTEE 1.0 6.0 X 0 0 0 MICHAEL ZIMMERMAN TRUSTEE 1.0 4.0 X 0 0 0 BRAD KARP TRUSTEE/SECRETARY 2.0 16.0 X X 0 0 0 ERIC FRIEDMAN TRUSTEE 1.0 7.0 X 0 0 0 KIMBERLEY HARRIS TRUSTEE 1.0 7.0 X 0 0 0 DENISE SAUL TRUSTEE (END MAR 2022) 1.0 5.0 X 0 0 0 JAMES W CRYSTAL VICE CHAIRMAN 2.0 16.0 X 0 0 0 BONNIE M DAVIS MD VICE CHAIRMAN 2.0 16.0 X 0 0 0 GLENN DUBIN VICE CHAIRMAN 2.0 16.0 X 0 0 0 HENRY R KRAVIS VICE CHAIRMAN 2.0 16.0 X 0 0 0 HON ROBERT E RUBIN VICE CHAIRMAN 2.0 16.0 X 0 0 0 CARL ICAHN VICE CHAIRMAN 2.0 16.0 X 0 0 0 HAMILTON JAMES VICE CHAIRMAN 2.0 14.0 X 0 0 0 6721116 22529805 1008527 1385 true true false Lend Lease US Construction LMB In 200 Park Ave NEW YORK NY 10166 Construction Service 45890111 CROTHALL HEALTHCARE INC 13028 COLLECTION CENTER DRIVE CHICAGO IL 60693 Housekeeping/EVS 16464294 Healthcare Risk Advisors INC 111 WEST 33RD STREET 8th FLOOR NEW YORK NY 10120 Insurance 12222583 Laboratory Corp of America PO Box 12140 BURLINGTON NC 27216 Lab Services 8443019 Rightsourcing Inc PO BOX 515743 LOS ANGELES CA 90051 Staffing 20820263 117 1457872 10377363 25924 11835235 PATIENT SERVICE REVENUE 621110 866798055 866798055 TUITION FEES / NURSING SCHOOL 611600 9652320 9652320 876450375 6118956 6118956 0 0 1991160 1991160 0 1991160 1991160 153577 375275 113989 153577 261286 414863 414863 0 0 0 0 0 0 0 0 0 CONTRACT PHARMACY REVENUE 900099 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LIABILITIES 45427354 RIGHT OF USE LIABILITIES 465917405 1402866703 SCHEDULE D, PART V, LINE 4 - INTENDED USE OF ENDOWMENT FUNDS PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY BIMC IN PERPETUITY AND THESE ENDOWMENT FUNDS ARE INCLUDED IN LONG-TERM INVESTMENTS. UNDER THE POLICIES ESTABLISHED AND APPROVED BY BIMC'S INVESTMENT COMMITTEE, DONOR-RESTRICTED ENDOWMENT FUNDS ARE INVESTED IN INCOME-GENERATING INVESTMENT VEHICLES TO GENERATE INCOME AND TO APPRECIATE AND PRESERVE CAPITAL. 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X X X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false BETH ISRAEL - BROOKLYN 2 false false true X X X X X X X X X 20 true true false true X SEE PART V, SECTION C X true 21 true SEE PART V, SECTION C false true X 100 400. X X X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, LINE 3e FOR PURPOSES OF SCHEDULE H, PART V, SECTION C, THE DISCLOSURES RELATE TO BOTH BETH ISRAEL MANHATTAN AND BETH ISRAEL BROOKLYN. The significant health needs of the community identified in the CNHA are prioritized according to the community needs. SCHEDULE H, PART V, LINE 5 The hospital facility took into account input from persons who represent the community, including those with special knowledge of or expertise in public health, through key informant interviews and focus groups conducted from September through December 2020. Input was obtained from 55 individuals representing 24 community organizations. Collectively, these 24 organizations serve a wide-range of community residents; individually, these serve medically underserved communities (such as children and youth, seniors, and foreign-born residents). In addition to the New York City Department of Health and Mental Hygiene, participating organizations included Catholic Charities, Children's Aid, Hatzolah Lower East Side, Icahn School of Medicine at Mount Sinai, Lighthouse Guild, Lower East Side Power Partnership, Manhattan Community Board 3, Manhattan Community Board 4, Manhattan Community Board 6, Manhattan Community Board 7, Mount Sinai - Mount Sinai Queens Community Advisory Board, Mount Sinai Beth Israel Heritage Initiative, Mount Sinai Brooklyn, Mount Sinai Hospital, Mount Sinai Morningside, Mount Sinai Queens, Russian American Foundation, SHARing & CARing, Stuyvesant Town Peter Cooper Village Tenants Association, The Mount Sinai Beth Israel Downtown Community Advisory Board, The Mount Sinai Health System, and the Mount Sinai Morningside/West Community Advisory Board. SCHEDULE H, PART V, LINE 6A THE COMMUNITY HEALTH NEEDS ASSESSMENTS FOR BETH ISRAEL MEDICAL CENTER AND BETH ISRAEL BROOKLYN WERE CONDUCTED IN CONJUNCTION WITH EACH OTHER. SCHEDULE H, PART V, LINE 7A THE HOSPITAL'S CHNA CAN BE FOUND ON: https://www.mountsinai.org/locations/beth-israel/about/community SCHEDULE H, PART V, LINE 10A The implementation strategies for Beth Israel Medical Center and Beth Israel Brooklyn are located at the following link: https://www.mountsinai.org/locations/brooklyn/about/community SCHEDULE H, PART V, LINE 11 The CHNA process considered and assessed a wide range of primary and secondary data sources including structured interviews with persons who represent the broad interests of the community and those with expertise in public health, and assessments and studies prepared by other organizations. The CHNA report identified twelve health needs as significant in the community. (A) Access to Primary Health Care Services by Individuals with Limited Resources New York City has a robust health provider network. However, access to this network can be limited to individuals with limited financial resources, including lack of health insurance and relatively high deductibles / copays. The uninsured populations in Brooklyn neighborhoods were greater than the state average. In the 2020 County Health Rankings, Brooklyn was among the bottom counties in all of New York for Clinical Care. Rates for ambulatory care sensitive conditions (ACSCs) in Brooklyn were particularly high. High rates indicate potential problems with the availability or accessibility of ambulatory care and preventive services and can suggest areas for improvement in the health care system and ways to improve outcomes. The CDC's 500 Cities Project identified areas of unfavorable health outcomes throughout the community. Federally-designated Medically Underserved Areas (MUAs) and Primary Care Health Professional Shortage Areas (HPSAs) were present. Interviewees indicated that the COVID-19 pandemic interrupted access to primary health care services by self-imposed isolation and changes in provider practices. (B) Aging Population The population is aging and "aging in place." This growth will increase needed support for healthcare, housing, transportation, and nutrition assistance. In every neighborhood of the MSBI community, the aged 65 and older cohort is expected to grow the most between 2019 and 2024, with a growth rate of 14.5 percent overall. In County Health Rankings, Brooklyn compared unfavorably for older adult preventable hospitalizations. The asthma hospitalization rates for residents aged 65 years or older in Brooklyn and New York City were more than 50 percent higher than the state average. ACSC discharges were higher for patients aged 65 years and older than any other cohort in the MSBI community. Many interviewees identified seniors as one of the community groups most impacted by COVID-19, including exposure from communal interactions in senior centers and congruent living, as well as loneliness from self-isolation. (C) Chronic Diseases and Contributing Lifestyle Factors Chronic diseases in the community include arthritis, asthma, cancers, cardiovascular disease, diabetes, hypertension, kidney disease, and pulmonary issues. Contributing lifestyle factors might also include poor nutrition, alcohol consumption, and physical inactivity. In County Health Rankings, both Brooklyn and Manhattan ranked in the bottom half of counties in New York State for poor or fair health. The mortality rates for heart disease and for diabetes in Brooklyn and New York City as a whole were higher than the New York State average. Rates of HIV and AIDS were more than 50 percent greater than the state average in Brooklyn, Manhattan, and New York City as a whole. Asthma hospitalizations and mortalities were significantly higher in Brooklyn, Manhattan, and New York City as a whole than the state average. In the CDC's Youth Risk Behavior Surveillance System (YRBSS), respondents in both Brooklyn and Manhattan indicated that they watched more television than state averages, and respondents were less physically active. The percentage of respondents who were overweight or obese in Brooklyn neighborhoods was higher than the city average. In Take Care New York 2024, the New York City Department of Health and Mental Hygiene identified "Chronic Disease Preventive Care and Management" as one of the two priorities. The CDC identified chronic diseases as underlying medical conditions that may contribute to illness severity and mortality among individuals who contract COVID-19. Interviewees indicated that chronic diseases were problematic within the community prior to the COVID-19 pandemic and that the severity of chronic disease would likely worsen during the pandemic due to postponed or foregone medical care. (D) COVID-19 Pandemic and Effects Since emerging in 2019, COVID-19 has become a health emergency for New York City, the nation, and the world. The virus has wrought severe illness and death, and the pandemic has contributed to unmet basic needs from the resulting economic crises, chronic disease severity, increased mental health needs, and decreased access to health services. The CDC provides information, data, and guidance regarding the COVID-19 pandemic. To date, the CDC has found that underlying medical conditions may contribute to disease severity, older adults are disproportionately at risk of severe illness and death, men are more likely to die from COVID-19, and members of racial and ethnic minority groups are at increased risk of contracting COVID-19. All participants discussed the immediate and profound impact of COVID-19 on the community. Participants indicated that COVID-19-related illness and deaths have impacted all communities and has especially affected seniors, low-income residents, racial and ethnic minorities, healthcare providers, and school children. The economic impact of quarantines and social-distancing has increased basic needs instability, housing insecurity, and homelessness. Anxiety and self-isolation have impacted the mental health The economic impact of quarantines and social-distancing has increased basic needs instability, housing insecurity, and homelessness. Anxiety and self-isolation have impacted the mental health of many community members. Evolving understanding and changing protocols have increased difficulty in navigating the healthcare system. Long-term pandemic impact is projected to include increased chronic disease burdens because of delayed preventive and management services. (E) Environmental Determinants of Health Residents of local neighborhoods experience considerable traffic, pollution, crime, and noise. Transportation is difficult for individuals with limited mobility. Rates of violent crime, robbery, and aggravated assault in New York City were all 50 percent or greater than the state average. In County Health Rankings, Brooklyn and Manhattan ranked in the bottom half of all New York counties in Physical Environment. Brooklyn and Manhattan also ranked in the bottom quartile in Air Pollution - Particulate Matter. Interviewees identified housing density and public transportation as contributors to the spread of COVID-19. (F) Homelessness Homelessness is increasing in the community. The impact of COVID-19 has contributed to recent increases. Homeless is complex and intertwines other issues including affordable housing, access to mental health care, substance abuse, and poverty. The number of unsheltered individuals in New York City decreased slightly between 2017 and 2019. The number of unsheltered individuals in the subways increased by over 20 percent. In County Health Rankings, both Brooklyn and Manhattan ranked in the bottom quartile of all New York counties in Severe Housing Problems. Interviewees indicated that shifts in housing homeless people from shelters to hotels during COVID-19 have increased the number of homeless individuals in some neighborhoods. The resumption of evictions, prohibited by COVID-19 restrictions, was projected to increase homelessness, as was migration of homeless individuals from other areas into New York City. (G) Navigating a Changing Health Care Provider Environment Many changes in the health care provider environment are leading to anxiety by residents. Additional changes, such as the emergence of Urgent Care Clinics, are leading to uncertainty among residents in how to access healthcare services. In County Health Rankings, Brooklyn ranked worse than the state average for preventable hospital. Rates for ambulatory care sensitive conditions (ACSCs) in Brooklyn were particularly high. High rates indicate potential problems with the availability or accessibility of ambulatory care and preventive services and can suggest areas for improvement in the health care system and ways to improve outcomes. Many interviewees detailed issues in navigating the changing health care provider environment. Specific issues identified include increased travel times to newer services, misinformation about changes, and gaps between expectations and service delivery options. Interviewees indicated that the rapid emergence and severity of COVID-19, evolving understanding, and changing protocols increased difficulty in navigating the healthcare system, particularly for community members with disabilities and those without access to digital sources of information. (H) Poverty, Financial Hardship, and Basic Needs Insecurity Lower-income residents can e SCHEDULE H, PART V, LINES 16A, 16b, & 16C THE FAP, THE FAP APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE FAP ARE ALL AVAILABLE AT THE FOLLOWING LINK: HTTP://WWW.WEHEALNY.ORG/SERVICES/FINANCIALASSISTANCE/INDEX.HTML 15 PHILLIPS AMBULATORY CARE CENTER 10 UNION SQUARE EAST NEW YORK NY 10003 HOSPITAL EXTENSION CLINIC BETH ISRAEL COMPREHENSIVE CANCER CENTER 325 WEST 15TH STREET NEW YORK NY 100115903 HOSPITAL EXTENSION CLINIC MMTP CLINICS 1825 PARK AVENUE NEW YORK NY 10035 HOSPITAL EXTENSION CLINIC MAX MELTZER HEALTH & SERVICE CENTER 94 EAST 1ST STREET NEW YORK NY 10009 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR #2 103 EAST 125TH STREET NEW YORK NY 10035 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR CUMBERLAND 98 FLATBUSH AVENUE BROOKLYN NY 11217 HOSPITAL EXTENSION CLINIC GOUVERNEUR CLINIC 109 DELANCEY ST NEW YORK NY 10002 HOSPITAL EXTENSION CLINIC HARLEM CLINICS #1 #3 #6 #7 103 EAST 125TH STREET NEW YORK NY 10035 HOSPITAL EXTENSION CLINIC BIMC GERIATRICS SENIOR HEALTH 275 EIGTH AVENUE NEW YORK NY 10011 HOSPITAL EXTENSION CLINIC VINCENT P DOLE CLINIC 25 12TH STREET BROOKLYN NY 11215 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR 1-E 2-F 3-G 429 2ND AVENUE NEW YORK NY 10010 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR 2-C 435 2ND AVENUE NEW YORK NY 10010 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR 3-C 433 2ND AVENUE NEW YORK NY 10010 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR 8 & 8-D 140 WEST 125TH STREET NEW YORK NY 10027 HOSPITAL EXTENSION CLINIC BETH ISRAEL MED CTR COOPER SQUARE 26 AVENUE A NEW YORK NY 10003 HOSPITAL EXTENSION CLINIC SCHEDULE H, PART I, LINE 6A: THE COMMUNITY BENEFIT REPORT IS SUBMITTED TO THE NYS DEPARTMENT OF HEALTH, AND IT DESCRIBES THE ROLE OF EACH OF THE HOSPITAL'S FACILITIES. SCHEDULE H, PART I, LINE 7: THE AMOUNTS REPORTED IN PART I, LINES 7A, 7B, 7F AND 7G WERE COMPUTED USING A RATIO OF COST TO CHARGES THAT WAS DERIVED FROM WORKSHEET 2 OF SCHEDULE H INSTRUCTIONS. SCHEDULE H, PART I, LINE 7G: ALL CLINICS INCLUDED AS SUBSIDIZED HEALTH SERVICES ARE CLINICS OF THE HOSPITAL. SCHEDULE H, PART I, LINE 7, COLUMN (F): BAD DEBT EXPENSE OF $54,203,173 WAS SUBTRACTED FROM TOTAL EXPENSES AS REPORTED ON FORM 990, PART IX, LINE 24, COLUMN (A) FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN. SCHEDULE H, PART III, LINE 2: WHEN A DISCOUNT IS PROVIDED ON A PATIENT ACCOUNT, THIS IS ACCOUNTED FOR AS A CHARITY ALLOWANCE. CONVERSELY, WHEN NO PAYMENT OR ONLY PARTIAL PAYMENT IS MADE ON A PATIENT ACCOUNT, THIS IS ACCOUNTED FOR AS BAD DEBT EXPENSE. BILLINGS RELATING TO SERVICES RENDERED ARE RECORDED AS NET PATIENT SERVICE REVENUE IN THE PERIOD IN WHICH THE SERVICE IS PERFORMED, NET OF CONTRACTUAL AND OTHER ALLOWANCES WHICH REPRESENT DIFFERENCES BETWEEN GROSS CHARGES AND THE ESTIMATED RECEIPTS UNDER SUCH PROGRAMS. NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS, AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD-PARTY PAYERS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. PATIENT ACCOUNTS RECEIVABLE ARE ALSO REDUCED FOR ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS. SCHEDULE H, PART III, LINE 3: NOT APPLICABLE SCHEDULE H, PART III, LINE 4: IN ACCORDANCE WITH GAAP, THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS NO LONGER DISCLOSE BAD DEBT EXPENSE. THE ORGANIZATION DETERMINES BAD DEPT EXPENSE AS FOLLOWS: DEDUCTIBLES AND COPAYMENTS UNDER THIRD-PARTY PAYMENT PROGRAMS ARE THE PATIENT'S RESPONSIBILITY, AND BIMC CONSIDERS THESE AMOUNTS IN ITS DETERMINATION OF THE PROVISION FOR BAD DEBTS BASED ON COLLECTION EXPERIENCE. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, BIMC ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SCHEDULE H, PART III, LINE 8: THE HOSPITAL USED THE MEDICARE PORTION OF ALL INPATIENT AND OUTPATIENT PROGRAMS THAT OPERATE AT A DEFICIT, CALCULATED USING ONLY RCC TO CALCULATE COST, FOR INCLUSION IN SUBSIDIZED HEALTH SERVICES ON SCHEDULE H, PART III, LINE 7 FOR COMMUNITY BENEFIT. THIS IS PARTIALLY OFFSET BY SURPLUSES GENERATED BY OTHER PAYORS FOR THOSE SAME PROGRAMS. THE METHODOLOGY USED TO DETERMINE THE AMOUNT REPORTED ON SCHEDULE H, PART III, SECTION B, LINE 6 IS OBTAINED FROM THE INSTITUTIONAL COST REPORT WHICH USES COST PER DAY TO CALCULATE ROOM AND BOARD COSTS AND RCC FOR ANCILLARY AND OUTPATIENT COSTS. SCHEDULE H, PART III, LINE 9B: PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE ARE OFFERED EXTENDED INTEREST FREE PAYMENT PLANS. IF A PATIENT DEFAULTS ON ITS PAYMENT AGREEMENT, THE PATIENT'S ACCOUNT WILL BE CONSIDERED DELINQUENT, AND WILL BE SUBJECT TO THE NORMAL COLLECTION PROCEDURES FOR ALL PATIENTS. HOWEVER, NO LEGAL ACTION MAY BE TAKEN UNTIL IT HAS BEEN DETERMINED THAT THE PATIENT HAS THE MEANS TO PAY OUTSTANDING BALANCES. IN NO SITUATION WILL THE HOSPITAL AUTHORIZE FORECLOSURE ON A PATIENT OR RESPONSIBLE PARTY'S PRIMARY RESIDENCE. SCHEDULE H, PART VI, LINE 2: NEEDS ASSESSMENT DESCRIPTION THE HOSPITAL COMPLETED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT DURING 2020. THROUGHOUT THIS PROCESS, THE HOSPITAL WORKED COLLABORATIVELY WITH A NUMBER OF COMMUNITY-BASED ORGANIZATIONS, HEALTH FACILITIES, LOCAL ELECTED OFFICIALS, AND NEW YORK CITY COMMUNITY ADVISORY BOARDS. THE HOSPITAL ALSO HAS ITS OWN INTERNAL ADVISORY BOARD/COUNCIL THAT IS MADE UP OF REPRESENTATIVES OF THESE COMMUNITY PARTNERS AND INTERESTED LOCAL RESIDENTS. THROUGH THEIR PARTICIPATION, THE HOSPITAL SOLICITS COMMENT ON THE HEALTH CARE NEEDS OF THE COMMUNITY, STRENGTHS AND WEAKNESSES OF THE HOSPITAL, AND ONSTRUCTIVE SUGGESTIONS FOR IMPROVEMENT. THESE COUNCILS ALSO PARTICIPATE IN CHOOSING THE HEALTH PRIORITIES OF THE COMMUNITY. SCHEDULE H, PART VI, LINE 3: THE INSTITUTION RECOGNIZES THAT MANY OF THE PATIENTS IT SERVES MAY NOT HAVE HEALTH INSURANCE OR THE FINANCIAL RESOURCES TO ACCESS QUALITY HEALTH CARE SERVICES WITHOUT FINANCIAL ASSISTANCE. ACCORDINGLY, THE INSTITUTION ADHERES TO ITS FINANCIAL ASSISTANCE POLICY, WHICH EXISTS IN ORDER TO ASSIST PATIENTS WITH GAINING ACCESS TO FINANCIAL ASSISTANCE. PATIENTS CAN OBTAIN INFORMATION ON HOSPITAL CHARGES AND ELIGIBILITY FOR GOVERNMENT OR HOSPITAL PROGRAMS PRIMARILY FROM THE HOSPITALS DEPARTMENT OF FINANCIAL COUNSELING. THE AVAILABILITY OF THE INSTITUTION'S FINANCIAL ASSISTANCE IS NOTED ON THE PATIENT'S BILL. ALSO, PATIENTS ARE ALERTED TO THE POLICY BY MULTI-LINGUAL SIGNAGE AND BROCHURES AT POINTS OF PATIENT SERVICE, INFORMATION DISTRIBUTED IN THE ADMISSION PACKAGE, AND THE INSTITUTION'S WEB SITE. ALL HOSPITAL STAFF ARE DIRECTED TO DISTRIBUTE STANDARD INFORMATION OR REFER INQUIRIES TO THE DEPARTMENT OF FINANCIAL COUNSELING OR WEBSITE. SCHEDULE H, PART VI, LINE 4: COMMUNITY INFORMATION WHEN IT WAS FOUNDED MORE THAN 120 YEARS AGO, THE MISSION WAS TO MEET THE NEEDS OF THE IMPOVERISHED AND UNDERSERVED JEWISH COMMUNITY OF THE LOWER EAST SIDE OF MANHATTAN. TODAY, ONE OF ITS TWO INPATIENT SITES STILL PRIMARILY SERVICES THE LOWER EASTSIDE OF MANHATTAN, WHILE THE OTHER PRIMARILY SERVICES BROOKLYN. THE RACIAL AND ETHNIC BACKGROUND OF PATIENTS IS DIVERSE, SERVICING PATIENTS OF ALL RACES AND RELIGIONS. IN MANHATTAN, AT THE MAIN CAMPUS OF BIMC, A GROWING PERCENTAGE OF ELDERLY, AND A SIGNIFICANT PORTION OF LOW INCOME INDIVIDUALS ARE SERVED. SCHEDULE H, PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH QUANTIFIABLE EXPENSES ASSOCIATED WITH IMPROVING THE GENERAL HEALTH OF THE COMMUNITY HAVE BEEN REPORTED IN PART I. THESE ACTIVITIES INCLUDE A WIDE ARRAY OF HOSPITAL SPONSORED COMMUNITY HEALTH EDUCATION AND SCREENING EVENTS. THE COMMUNITY IS NOTIFIED OF THESE EVENTS AND SCREENINGS BY VARIOUS MEANS: MAILINGS, ADVERTISING IN LOCAL NEWSPAPERS, FLYERS, AND THROUGH MAILINGS OF VARIOUS NYC COMMUNITY BOARDS. THE HOSPITAL WEBSITE OFFERS ON-LINE HEALTH EDUCATION AND PHYSICIAN REFERRAL. MULTI-LINGUAL EDUCATIONAL MATERIALS ARE PROVIDED FOR PATIENTS AND THE SURROUNDING DIVERSE ETHNIC COMMUNITIES. BIMC'S KARPAS HEALTH INFORMATION CENTER, LOCATED AT 18TH STREET AND FIRST AVENUE IN MANHATTAN, IS THE HOSPITAL'S WELCOMING FRONT DOOR AND A POINT OF ENTRY TO BIMC'S OUTSTANDING PHYSICIANS AND CLINICAL SERVICES. THE CENTER HAS PROVIDED THOUSANDS OF NEW YORKERS WITH EASILY ACCESSIBLE HEALTH INFORMATION. STAFFED BY HEALTH EDUCATORS, THE CENTER IS A RESOURCE CENTER THAT OFFERS AN EXTENSIVE HEALTH LIBRARY, WALK IN ASSISTANCE AND HELP WITH RESEARCH ON SPECIFIC HEALTH CONDITIONS - ALL FREE OF CHARGE. THE WELLNESS PROGRAMS ENABLE NEIGHBORS TO REMAIN SAFE, ACTIVE AND VITAL MEMBERS OF THE COMMUNITY. THE CENTER IS COMMITTED TO PROVIDING RESOURCES THAT ARE NURTURING TO THE MIND, BODY AND SPIRIT. THE CENTER REACHES INTO THE COMMUNITY AND SPONSORS SCREENING AND WELLNESS WORKSHOPS AND CLASSES THROUGHOUT MANHATTAN AND BROOKLYN. THESE PROGRAMS ARE DEVELOPED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND DEDICATED TO IMPROVING HEALTH OUTCOMES FOR THE COMMUNITIES BIMC SERVES. BIMC IS ALSO COMMITTED TO PROVIDING CARE TO ITS COMMUNITY SENIORS: -BIMC MAINTAINS A FULL TIME NURSE TO MONITOR AND ADMINISTER PROGRAMS FOR THE HEALTH OF THE SENIOR POPULATION OF THE NATURALLY OCCURRING RETIREMENT COMMUNITY (NORC) AT CO-OP VILLAGE ON THE LOWER EAST SIDE OF MANHATTAN. -KARPAS HEALTH INFORMATION CENTER HAS A NURSE ASSIGNED TO THE SIROVICH SENIOR CENTER TO MONITOR THE HEALTH OF THEIR PARTICIPANTS AND ASSIST IN HOME VISITS OF THE MEMBERS OF THE COMMUNITY SIROVICH SERVES. -BETH ISRAEL BROOKLYN MAINTAINS A GERIATRIC SOCIAL WORKER THAT PROVIDES CAREGIVER SUPPORT AND COMMUNITY OUTREACH. BETH ISRAEL MEDICAL CENTER ALSO DISTRIBUTES A BI-ANNUAL NEWSLETTER THAT GIVES UPDATES ON SERVICES AVAILABLE AT THE HOSPITAL AS WELL AS TIPS FOR HEALTHY LIVING. SCHEDULE H, PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM THE ORGANIZATION WORKS CLOSELY WITH ITS AFFILIATED HOSPITALS AS AN INTEGRATED HEALTH CARE PARTNERSHIP. LEADERSHIP IS COMMITTED TO WORKING WITH THE COMMUNITY AND WILL REMAIN COMMITTED TO ALLOCATING SUFFICIENT RESOURCES TO ENSURE THAT THE CLINICAL AND OUTREACH SERVICES OF EACH OF THE AFFILIATED HOSPITALS IS RESPONSIVE TO THE COMMUNITY HEALTH NEEDS BY PROVIDING HIGH QUALITY, ACCESSIBLE, AND COMPASSIONATE HEALTH CARE TO THE MAXIMUM EXTENT POSSIBLE. SCHEDULE H, PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT: NEW YORK true ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)(3) 8689000 FUND STRATEGIC PROJECT NURSING SCHOOL SCHOLARSHIPS 112 677793 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE US: EVERY STUDENT APPLYING FOR SCHOLARSHIP AID MUST FILE THE FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) DOCUMENTING FINANCIAL NEED AND MUST SUBMIT AN APPLICATION FOR THE SCHOLARSHIP IN QUESTION. A SCHOLARSHIP APPLICATION PACKAGE IS SENT TO ALL NEW AND RETURNING STUDENTS EACH FALL THAT DETAILS THE CRITERIA. SCHOLARSHIPS MAY BE BASED ON FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND/ OR OTHER SPECIFIC DONOR-DIRECTED CRITERIA. THE SCHOLARSHIP COMMITTEE MEETS (AT A MINIMUM) AT THE BEGINNING OF EACH SEMESTER TO SELECT SCHOLARSHIP RECIPIENTS AND TO REVIEW STUDENTS WHO RECEIVED AN AWARD TO ENSURE THAT THEY CONTINUE TO MEET THE REQUIREMENTS. THE FINANCIAL AID OFFICE MAINTAINS RECORDS OF ALL FINANCIAL AID RECEIVED BY STUDENTS (INCLUDING SCHOLARSHIPS) FOR AT LEAST 3 YEARS AFTER THE STUDENT CEASES ENROLLMENT IN THE PROGRAM. SCHEDULE I, PART II THE GRANT REPORTED IN PART II IS TO FUND VARIOUS STRATEGIC PROJECTS. NO MONITORING IS REQUIRED SINCE THE ENTITY IS A RELATED TAX EXEMPT ORGANIZATION. X X X X false false false false false true true false false JEREMY BOAL MD 2 PRESIDENT, EVP, SYSTEM CMO 112800 887200 21048 165552 76825 604229 3440 27060 6413 50442 220526 1734483 0 0 DENNIS CHARNEYMD12 PRESIDENT, ACADEMIC AFFAIRS 124080 975920 42097 331103 86426 679761 3440 27060 2247 17670 258290 2031514 0 0 KENNETH DAVIS MD 2 CHIEF EXECUTIVE OFFICER 417360 3282640 169200 1330800 181267 1425709 3440 27060 6644 52261 777911 6118470 0 0 BURTON P DRAYER 2 FORMER OFFICER 37500 262500 25000 175000 119488 836412 3750 26250 2728 19099 188466 1319261 0 0 BETH ESSIG ESQ 2 EVP, GENERAL COUNSEL 137880 1062120 45025 346835 10915 84086 3504 26996 2436 18768 199760 1538805 0 0 ARTHUR KLEIN MD 2 EVP, PRESIDENT OF HEALTH NTWK 234150 1265850 0 0 21639 116985 4761 25739 1759 9512 262309 1418086 0 0 MARGARET PASTUSZKO 2 EVP, SYSTEM CIO 197400 1552600 64461 507001 28205 221841 3440 27060 3837 30175 297343 2338677 0 0 JEFFREY SILBERSTEIN 2 EVP, SYSTEM CAO 118577 913423 37521 289029 18319 141122 3504 26996 185 1422 178106 1371992 0 0 FRANK CINO 2 SVP, SYSTEM CHIEF RISK OFFICER 58025 446975 17306 133309 1755 13525 3504 26996 2570 19799 83160 640604 0 0 BARBARA BARNETT 2 CHIEF MEDICAL OFFICER 419250 230750 110482 60808 49101 27024 19673 10827 12513 6887 611019 336296 0 0 SCOTT MICHAEL LORIN 2 PRESIDENT 825000 0 153945 0 53991 0 30500 0 1201 0 1064637 0 0 0 ELIZABETH SELLMAN 2 SENIOR VICE PRESIDENT 579999 0 108228 0 52107 0 30500 0 11159 0 781993 0 0 0 MICHAEL PASTIER SVP, CHIEF FINANCIAL OFFICER 166749 763251 37640 172285 52288 239339 5469 25031 9067 41503 271213 1241409 0 0 TODD AMBROSIA DEAN OF SCHOOL OF NURSING 346412 0 23624 0 5977 0 30500 0 20392 0 426905 0 0 0 ELVIS DELEON VP AMBULATORY OPERATIONS 385000 0 74173 0 78578 0 24400 0 33046 0 595197 0 0 0 JEMILAT SIJU VICE PRESIDENT NURSING 350000 0 35870 0 6065 0 24400 0 30520 0 446855 0 0 0 STEPHEN HARVEY EVP, SYSTEM CFO 137880 1062120 54405 419092 50566 389522 3504 26996 5354 41239 251709 1938969 0 0 Kelly Cassano DO EVP, Sys Ambulatory Operation 114750 735250 37472 240096 7295 138741 4118 26382 1536 9843 165171 1150312 0 0 COMPENSATION FOOTNOTES PART VII, SCHEDULE J PART VII, SECTION A & SCHEDULE J COMPENSATION FOOTNOTES OFFICERS OF THE BOARD OF TRUSTEES HOURS REFLECT SERVICE TO ALL RELATED ORGANIZATIONS OF MOUNT SINAI HEALTH SYSTEM. (1) EMPLOYEE HAS AN OUTSTANDING LOAN REFLECTED IN SCHEDULE L, PART II OF ICHAN SCHOOL OF MEDICINE AT MOUNT SINIAI'S FORM 990 (2) COMPENSATION AND BENEFITS ARE FUNDED FROM THE MOUNT SINAI HOSPITAL, ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, BETH ISRAEL MEDICAL CENTER, ST. LUKE'S-ROOSEVELT HOSPITAL CENTER, AND/OR NEW YOUR EYE AND EAR INFIRMARY. OTHER REPORTABLE COMPENSATION FOR OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES AS IDENTIFIED IN THE FORM 990, PART VII, AND LISTED ON SCHEDULE J MAY INCLUDE VARIOUS TYPES OF SUPPLEMENTAL WAGES. SCHEDULE J, PART I, LINES 6A & 6B THE MOUNT SINAI HOSPITAL, A RELATED ORGANIZATION, ANSWERED YES TO QUESTIONS 6A AND 6B IN SCHEDULE J AS THE INSTITUTION UTILIZES AN INCENTIVE BASED BONUS PROGRAM FOR CERTAIN EMPLOYEES, INCLUDING SEVERAL OF THOSE EMPLOYEES LISTED IN SCHEDULE J. NET EARNINGS IS ONE OF SEVERAL METRICS UTILIZED BY THE INSTITUTION IN THE ANNUAL BONUS CALCULATION. OTHER METRICS UTILIZED IN THE INCENTIVE COMPENSATION MODEL INCLUDE THE ORGANIZATION'S PERFORMANCE ON THE JCAHO HOSPITAL CORE MEASURES, PATIENT SATISFACTION SCORES, AND OTHER ORGANIZATIONAL GOALS SUCH AS LENGTH OF STAY INITIATIVES. INDIVIDUALS THAT HAVE RESPONSIBILITIES IN RELATED ORGANIZATIONS TO THE HOSPITAL MAY HAVE INCENTIVES BASED ON THE PERFORMANCE OF THESE ORGANIZATIONS AS WELL AS THAT OF THE HOSPITAL. X 59 25924 FMV false true false Schedule M, Part I PART I, LINE 9, COLUMN (B) REPRESENTS NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, LINE 2 - BUSINESS AND FAMILY RELATIONSHIPS 1. TRUSTEES EDGAR CULLMAN, JR. AND SUSAN CULLMAN HAVE A FAMILY RELATIONSHIP. 2. TRUSTEES STEVEN HOCHBERG AND JAMES FLYNN HAVE A BUSINESS RELATIONSHIP. 3. TRUSTEES STEVEN HOCHBERG AND JOEL PICKETT HAVE A BUSINESS RELATIONSHIP. 4. TRUSTESS MARC LIPSHULTZ AND JOHN HESS HAVE A BUSINESS RELATIONSHIP. 5. TRUSTEES ANDREW SAUL AND DENISE SAUL HAVE A FAMILY RELATIONSHIP. 6. OFFICERS THOMAS STRAUSS AND BARBARA STRAUSS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 6 MOUNT SINAI HOSPITALS GROUP, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, LINE 7A THE MEMBER HAS THE POWER TO ELECT THE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION. FORM 990, PART VI, LINE 7B THE BOARD OF TRUSTEES OF THE ORGANIZATION CANNOT AMEND THE BYLAWS WITHOUT THE CONSENT OF THE MEMBER IF SUCH AMENDMENT REMOVED ANY POWERS OF THE MEMBER. FORM 990, PART VI, LINE 11B Form 990 provided to governing body. The Finance Department gathered the relevant information and prepared the tax returns. The Tax department of our outside auditors, Ernst & Young (EY), participated in the preparation of, and reviewed, all tax returns. A questionnaire was circulated to all trustees (i.e., directors), officers and key employees in order to elicit the information required to be reported on the tax returns. The Trustee Conflicts of Interest Review Committee reviewed the responses provided by trustees and certain officers in the questionnaires and assessed additional pertinent facts gathered by the institution in order to evaluate the applicability of IRS reporting requirements. The Review Committee then determined the appropriate trustee and certain officer disclosures that should be made on Form 990 based on the recommendations of the Finance Department, the General Counsel's office and the Audit and Compliance Department. These recommendations were reviewed and approved by EY. The same process was conducted by the Finance Department, the General Counsel's office, the Audit and Compliance Department and EY with respect to the questionnaires submitted by other officers and key employees. The Audit and Compliance Committee of the Board of Trustees conducted a review of the tax return, with the participation of EY, the Finance Department, the General Counsel's office, and the Audit and Compliance Department. The Audit Committee approved the tax returns as presented. The Audit Committee's report of its review of the tax returns and its recommendation to file the returns were presented to, and accepted by, the Executive Committee of the Board of Trustees (Executive Committee). In addition to authorizing the filing of the tax returns, the executive Committee directed that the returns, which will be filed on or before November 15, 2023, be provided to all trustees via the trustees' confidential website, and those returns were so provided before being filed. FORM 990, PART VI, LINE 12C - CONFLICT OF INTEREST POLICY Compliance with the Organization's Business Conflicts of Interest Policy (Policy) is required of trustees, employees, medical staff and non-employee members of institutional committees and includes an ongoing duty to disclose potential conflicts. Compliance with the Policy is monitored and enforced regularly and consistently. All disclosures with the potential for conflict are reviewed by an appropriate committee where they are carefully evaluated. When appropriate, a plan, which may involve measures including, but not limited to, recusal from participating in affected transactions, is developed to manage the potential conflict. FORM 990, PART VI, LINE 15A & 15B Compliance with the Organization's Business Conflicts of Interest Policy (Policy) is required of trustees, employees, medical staff and non-employee members of institutional committees and includes an ongoing duty to disclose potential conflicts. Compliance with the Policy is monitored and enforced regularly and consistently. All disclosures with the potential for conflict are reviewed by an appropriate committee where they are carefully evaluated. When appropriate, a plan, which may involve measures including, but not limited to, recusal from participating in affected transactions, is developed to manage the potential conflict. respect to "disqualified persons" to follow the specific steps outlined in the IRC regulations for establishing the rebuttable presumption of reasonableness that a transaction is not an excess benefit transaction. The Compensation Committee consists exclusively of independent trustees without any conflict of interest (as defined in the applicable IRC regulations) with regard to the compensation arrangements being reviewed or approved. The absence of any conflict of interest with respect to items on that meeting's agenda is confirmed at the beginning of each meeting of the Compensation Committee. The Compensation Committee selects and engages an independent, qualified compensation consultant which performs such valuations on a regular basis to provide appropriate comparability data. Comparability data includes, but is not limited to, compensation levels paid by similarly situated organizations, both taxable and tax-exempt, for functionally comparable positions; the availability of similar services in Mount Sinai's geographic area; current compensation surveys compiled by independent firms; customized surveys in specific circumstances, and actual written offers from similar institutions competing for the services of the disqualified person. The sources of the comparability data used by the compensation consultant are provided to the Compensation Committee. In appropriate circumstances formal written opinions are obtained from the Compensation Consultant. With respect to "Executives" as they are defined in the policy which includes all of the institution's "disqualified persons," the Compensation Committee receives and reviews the comparability data and any analysis provided by the Compensation Consultant, as well as information provided by management, or in the case of the CEO, by the Co-Chairmen of the Board of Trustees, including information about the individual's performance, and for new employees, the individual's job description. When a written opinion is obtained from the Compensation Consultant, that written opinion is also reviewed by the Compensation Committee. After considering all of the facts, the Compensation Committee then determines the appropriate compensation in relation to the comparability data and in light of the written opinion, recommendations of the Compensation Consultant. As more fully set forth in the Compensation Committee's Operating Guidelines, the Compensation Committee also reviews the compensation arrangements for those other senior management and/or highly compensated personnel who are not "Executives." The Compensation Committee is provided details of the compensation arrangement of the individual's job and job performance, the benchmark(s) used and, in certain cases, a description of the role of the Compensation Consultant and a brief description of why the arrangement is appropriate. The Compensation Committee contemporaneously documents in written minutes the terms of the transaction that was approved and the date it was approved; the members of the Compensation Committee who were present; the discussion at the Compensation Committee meeting; the comparability data and any other information obtained and relied on; how the comparability data was obtained; and the Compensation Committee's basis for the decisions, if the approved compensation is outside the range of comparability data. These minutes are prepared before the later of the next meeting of the Compensation Committee or 60 days after the final actions of the Compensation Committee are taken with respect to the compensation decisions made. The minutes are reviewed and approved by the Compensation Committee within a reasonable time thereafter. FORM 990, PART VI, LINE 19 Governing documents and conflicts of interest policy available to the public. The organization makes its Business Conflicts of Interest Policy available on its website (www.mountsinai.org) and makes its governing documents and financial statements available upon request. FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS COMPANIES-EQUITY-METHOD: -$8,180,342 ASSETS RELEASED FROM RESTRICTION -$2,027,487 TOTAL: -$10,207,829 FORM 990 PART IX LINE 11G DESCRIPTION:AGENCY NURSES AND TEMPS TOTAL FEES:23209971 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION AGENCY FEES TOTAL FEES:1835547 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:12054659 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT SERVICES TOTAL FEES:20527614 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:28868978 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:XXX-XX-XXXX BETH ISRAEL COMPREHENSIVE CANCER CENTER 325 WEST 15TH STREET NEW YORK NY 10011 522228661 CANCER CENTER NY 0 0 BIMC NEW 171 WEST 79TH OWNERSHIP LLC 150 EAST 42ND STREET NEW YORK NY 10017 REAL ESTATE NY 0 1950000 BIMC CONTINUUM HEALTH PARTNERS INC 150 EAST 42ND STREET 5TH FL NEW YORK NY 10017 133939476 HOLDING CO NY 501(C)(3) 12 TYPE I NA false BIMC HOLDING CORPORATION FIRST 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INFIRMARY 310 EAST 14TH STREET NEW YORK NY 10003 135562304 HOSPITAL NY 501(C)(3) 3 MSHG true NEW YORK EYE & EAR INFIRMARY FOUNDATION 310 EAST 14TH STREET NEW YORK NY 10003 134012469 PRIVATE FDN NY 501(C)(3) PF NYEE true NYEEI HOUSING COMPANY INC 317-327 EAST 13TH STREET NEW YORK NY 10003 311696826 REAL ESTATE NY 501(C)(2) N/A NYEE true BETH ISRAEL MEDICAL CENTER FDN INC 150 EAST 42ND STREET 5TH FL NEW YORK NY 10017 300571387 FUNDRAISING NY 501(C)(3) 7 BIMC true ST LUKE'S-ROSEVELT HOSPITAL CENTER FDN 150 EAST 42ND STREET 5TH FL NEW YORK NY 10017 300571390 FUNDRAISING NY 501(C)(3) 7 SLR true THE MOUNT SINAI MEDICAL CENTER INC ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136271888 SUPPORT NY 501(C)(3) 12 TYPE II MSHS false THE MOUNT SINAI HOSPITAL ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 131624096 HOSPITAL NY 501(C)(3) 3 MSHG true MITRAL FOUNDATION 1190 FIFTH AVENUE NEW YORK NY 10029 800468600 RESEARCH NY 501(C)(3) 12 TYPE I ISMMS false THE MOUNT SINAI CHILDREN'S CENTER FND ONE GUSTAVE L 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MSHS false MOUNT SINAI HEALTH PARTNERS PC 150 EAST 42ND STREET 5TH FLR NEW YORK NY 10017 822057452 HEALTHCARE NY 501(C)(3) 10 MSH true SOUTH NASSAU COMMUNITIES HOSPITAL INC ONE HEALTHY WAY OCEANSIDE NY 11572 111352310 HOSPITAL NY 501(C)(3) 3 MSHG false MOUNT SINAI SELF INSURANCE TRUST 150 EAST 42ND STREET NEW YORK NY 10017 823994798 SUPPORT NY 501(C)(3) 12 TYPE II MSHS false EAST 98th Street Community Services Inc One Gustave L Levy Place New York NY 10029 822536805 501(c)(3) 3 ISMMS false CARE CONTINUUM VENTURES INC ONE GUSTAVE L LEVY PLACE New York NY 10029 863155355 support NY 501(c)(3) 12 TYPE II MSHS true BACHMANN-STRAUSS DYSTONIA FOUNDATION INC 150 East 42nd Street New York NY 10017 133804248 FUNDRAISING NY 501(c)(3) 7 MSHS true MSS HEALTH PC 150 East 42nd Street New York NY 10017 862530666 HEALTHCARE NJ 501 (c)(3) 10 MSH true MANHATTAN MANAGEMENT SERVICES 1780 BROADWAY 7TH FL NEW YORK NY 10019 133618543 MGMT SERVICES NY SLR C false SLR MANAGEMENT SERVICES 150 EAST 42ND STREET 5TH FL NEW YORK NY 10017 133853145 MGMT SERVICES NY SLR C false MOUNT SINAI HC VENTURES INC 150 EAST 42ND STREET 5TH FL NEW YORK NY 10017 460953126 HEALTH CARE MGMT NY BIMC HOLDCO C false false true false true false false false false true true true true false true true true true true true ST LUKE'S ROOSEVELT HOSPITAL O 10614447 COST NEW YORK EYE AND EAR INFIRMARY R 2375177 COST THE MOUNT SINAI HOSPITAL O 26717174 COST THE MOUNT SINAI MEDICAL CENTER I 5046846 COST ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI P 101872132 COST MOUNT SINAI HEALTH SYSTEM Q 8712546 COST MOUNT SINAI HEALTH SYSTEM C 7777632 COST ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI N 2150913 COST ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI O 56444042 COST ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI Q 11564254 COST ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI B 7023000 COST SCHEDULE R, PART II, COLUMN (F) - MSMC REALTY CORPORATION DIRECT CONTROLLING ENTITY ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, THE MOUNT SINAI HOSPITAL AND THE MSMC REALTY CORPORATION ARE ALL MEMBERS OF THIS ENTITY. SCHEDULE R, PART II, COLUMN (F) - MSMC RESIDENTIAL REALTY LLC DIRECT CONTROLLING ENTITY ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, THE MOUNT SINAI HOSPITAL, THE MSMC REALTY CORPORATION AND THE MSMC RESIDENTIAL REALTY MANAGER, INC. ARE ALL MEMBERS OF THIS ENTITY. SCHEDULE R, PART II, COLUMN (F) - MSMC RESIDENTIAL REALTY MANAGER, INC DIRECT CONTROLLING ENTITY ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, THE MOUNT SINAI HOSPITAL AND THE MSMC REALTY CORPORATION ARE ALL MEMBERS OF THIS ENTITY.