2025-05-15T06:22:14-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 221482276 THE MATHENY SCHOOL AND HOSPITAL INC MATH 9082340011 65 HIGHLAND AVENUE PO BOX 339 PEAPACK NJ 07977 MICHAEL HEWSON VP FINANCE/CFO 9082340011 2025-05-13 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-05-13 2023 2025-03-06 01:10:19Z MATHENY MEDICAL & EDUCATIONAL CENTER WILLIAM KENT 65 HIGHLAND AVENUE PO BOX 339 PEAPACK NJ 07977 74119658 0 X WWW.MATHENY.ORG X 1950 NJ PROVIDE COMPREHENSIVE SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 16 14 737 15 0 0 995536 1063563 53411364 57542126 3072735 1519579 257316 390937 57736951 60516205 0 0 0 0 45612224 48283480 0 0 537425 12199956 11586021 57812180 59869501 -75229 646704 73240778 77232668 16411209 16133434 56829569 61099234 X THE MISSION OF MATHENY SCHOOL AND HOSPITAL IS TO OPTIMIZE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND SIGNIFICANT FUNCTIONAL IMPAIRMENTS. 0 0 34509025 37980748 PROFESSIONAL CARE AND NURSING - PRIMARY, SUBSPECIALTY AND REHABILITATIVE CARE TO PATIENTS WITH CHRONIC NEUROLOGICAL DISABLING CONDITIONS OF ALL AGES. PROVIDE SUPPORT FOR NURSING AND ALL CLINICAL, THERAPEUTIC AND EDUCATIONAL DISCIPLINES. PROVIDE THE SCHOOL HEALTH FUNCTIONS FOR THE MATHENY SCHOOL. STAFF THE INPATIENT AND OUTPATIENT UNITS OF MATHENY MEDICAL AND EDUCATIONAL CENTER. PROVIDE EACH PATIENT WITH THE HIGHEST LEVEL OF PROFESSIONAL NURSING AND PARAPROFESSIONAL PERSONAL CARE. BE AN INTEGRATED TEAM WHICH PROVIDES COMPREHENSIVE, TRANSDISCIPLINARY SERVICES TO INDIVIDUALS WITH DISABILITIES OF A DEVELOPMENTAL NATURE. CONTINUED ON SCHEDULE O.MAINTAIN WELLNESS BY CREATING AN ATMOSPHERE WHICH IS HARMONIOUS AND PROMOTES INDIVIDUAL GROWTH AND DEVELOPMENT. TO PROVIDE RELATED SERVICES TO THE MATHENY COMMUNITY, INCLUDING INFECTION CONTROL, ENTERSTOMAL THERAPY, EMPLOYEE HEALTH SERVICES, RESPIRATORY THERAPY AND PHLEBOTOMY SERVICES. ALSO CONSULT WITH THE ADULT LEARNING CENTER AT HILLSBORO (MALCH) AND THE CENTER OF MEDICINE AND DENTISTRY (MCMD). 9411553 10358387 EDUCATION AND PSYCHOLOGICAL CARE AND DIETARY - PROVIDE AN INTEGRATED EDUCATIONAL EXPERIENCE FOR STUDENTS WITH A DIVERSE RANGE OF ABILITIES AND DISABILITIES. EACH STUDENT IS GIVEN OPPORTUNITIES TO REACH HIS OR HER HIGHEST LEVEL OF ACADEMIC ACHIEVEMENT, TO OBTAIN MAXIMUM INDEPENDENCE, AND TO TRANSITION INTO POST-SECONDARY FUNCTIONAL AND COMMUNITY-BASED PROGRAMS. THE MATHENY SCHOOL IS A PREMIER LEARNING INSTITUTION FOR STUDENTS WITH DEVELOPMENTAL DISABILITIES, STRIVING FOR EXCELLENCE AND BEST PRACTICES IN EDUCATIONAL ADAPTATIONS AND LEARNING OUTCOMES. MATHENY FACILITATES CHANGE TO MAXIMIZE THE POTENTIAL OF PERSONS SERVED SO THAT THEY MAY ACHIEVE INDEPENDENCE AND INTEGRATION INTO THE COMMUNITY. 8365824 9207454 THERAPY - TO PROVIDE A CONTINUUM OF SERVICES IN THE AREAS OF OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH-LANGUAGE THERAPY, MUSIC THERAPY, RECREATION THERAPY AND ASSISTIVE TECHNOLOGY TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN BOTH MATHENY'S INTERNAL AND EXTERNAL PROGRAMS. 52286402 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 737 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MICHAEL HEWSON 9082340011 65 HIGHLAND AVENUE PEAPACK NJ 07977 WILLIAM A KRAIS ESQ CHAIRPERSON 1.00 0.00 X 0 0 0 PAUL FRASCELLA CO-CHAIRPERSON 1.00 0.00 X X 0 0 0 NANCY HAMSTRA FACHE VICE CHAIR/BOARD SECRETARY 1.00 0.00 X X 0 0 0 ALBERT MEZZAROBA ESQ TREASURER 1.00 0.00 X X 0 0 0 RUTH K BASH TRUSTEE 1.00 0.00 X 0 0 0 EDANA DESATNICK TRUSTEE 1.00 0.00 X 0 0 0 PETER HOLLOWAY TRUSTEE 1.00 0.00 X 0 0 0 CARLA M JARDIM MD TRUSTEE 1.00 0.00 X 0 0 0 WARREN JOSEPHSON TRUSTEE 1.00 0.00 X 0 0 0 CARL KIRTON TRUSTEE 1.00 0.00 X 0 0 0 KRISTEN LABAZZO PHD MBA TRUSTEE 1.00 0.00 X 0 0 0 DAVID SCHULZ TRUSTEE 1.00 0.00 X 0 0 0 DAVID SZOTT TRUSTEE 1.00 0.00 X 0 0 0 ALAN E TUROVLIN CPA CGMA TRUSTEE 1.00 0.00 X 0 0 0 R BRUCE FISHER TRUSTEE (UNTIL 9/23) 1.00 0.00 X 0 0 0 PATRICK SCAGLIONE TRUSTEE (UNTIL 9/23) 1.00 0.00 X 0 0 0 WILLIAM M KENT MHA PRESIDENT & CEO 37.50 0.00 X X 520351 0 57476 VINCENT BARBA MD FACP FHM VP PATIENT CARE AND SAFETY/CMO 37.50 0.00 X X 364955 0 46890 NANCY PETRILLO VP OF HUMAN RESOURCES 37.50 0.00 X 229640 0 34323 SEAN MURPHY VP OF EDUCATION 37.50 0.00 X 128380 0 19254 ELIZABETH HARPER BOARD SECRETARY 37.50 0.00 X 77070 0 2129 MICHAEL HEWSON VP FINANCE/CFO 37.50 0.00 X 161831 0 23363 DR CHRISTINE MAND PHYSICIAN 37.50 0.00 X 300513 0 42366 DR SURBPARKASH SINGH PHYSICIAN 37.50 0.00 X 242417 0 36434 DR SUSAN ROELOFFS PHYSICIAN 37.50 0.00 X 214255 0 46325 KENNETH ROBEY PHD CPHQ ADMIN MGR OF QI PS AND REG AFF 37.50 0.00 X 183737 0 31779 CYNTHIA LABAR DIR THERAPEUTIC AND REHAB SRVS 37.50 0.00 X 160557 0 14706 2583706 0 355045 18 0 1 0 REINHART FOOD SERVICE 100 INDUSTRIAL PARK RD COAL TOWNSHIP PA 17866 FOOD SERVICE 291788 PARTNERS PHARMACY LOCKBOX 825583 MT LAUREL NJ 08054 PHARMACY MANAGEMENT 168477 PRESIDIO NETWORKED SOLUTIONS GROUP LLC PO BOX 677638 DALLAS TX 75267 IT SERVICES 160002 BAKER TILLY US LLC BOX 78975 MILWAUKEE WI 53278 AUDITING AND TAX SERVICES 151290 UNITEMP MECHANICAL DEGREES LLC 26 WORLDS FAIR DRIVE SOMERSET NJ 08873 CONTRACTOR 147285 9 224483 125600 115490 597990 4841 1063563 PROFESSIONAL CARE AND NURSING 623000 57542126 57542126 57542126 1026753 1026753 14052106 13559280 492826 492826 492826 0 224483 44173 -44173 -44173 OTHER INCOME 900099 232355 232355 ARTS ACCESS INCOME 713990 202755 202755 435110 60516205 57542126 0 1910516 1783805 670237 1113568 39015716 36125420 2546059 344237 320107 283914 32985 3208 4301197 3967399 296194 37604 2862655 2621694 218695 22266 15000 15000 63246 63246 131400 131400 307590 307590 2452938 1778457 558367 116114 50966 50966 414608 11670 392955 9983 850209 850209 15157 13749 1283 125 582677 582677 1108945 1108945 1254983 1254983 SUPPLIES 2606885 2567193 37073 2619 MEDICATION EXPENSES 758269 758269 REPAIRS & MAINTENANCE 382258 382258 FOOD & SUPPLIES 314688 314688 276202 249623 25310 1269 59869501 52286402 7045674 537425 100 100 1980818 3884123 18793430 17269408 14690 14690 149920 235245 44160688 33618042 10501923 10542646 40837535 44379177 962362 907279 73240778 77232668 7904808 7048356 200000 0 7408877 8258877 897524 826201 16411209 16133434 X 56172484 60245865 657085 853369 56829569 61099234 73240778 77232668 646704 3622961 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41902080 4048604 45950684 37730151 4171929 41902080 44169923 -6439772 37730151 35621985 8547938 44169923 34482655 1139330 35621985 0.99500 0.00500 0 0 270094 270094 29505627 23607209 5898418 209107 202959 6148 11533384 8977182 2556202 2642476 830692 1811784 10542646 SUNDRY LIABILITIES 216179 OPERATING LEASE OBLIGATIONS 610022 826201 X 63875749 3622961 -307590 3315371 60560378 -44173 -44173 60516205 59606084 44173 44173 59561911 307590 307590 59869501 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED TO SUPPORT THE SUSTAINABILITY OF MATHENY. PART X, LINE 2: THE CENTER ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNIZED THRESHOLD IN 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S -307,590. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -44,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 44,173. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S 307,590. MILES FOR MATHENY 224483 224483 44173 1 224483 224483 44173 44173 -44173 1 1 X 0 0 1 0 0 226983 28055 198928 0.00330 226983 28055 198928 0.00330 226983 28055 198928 0.00330 0 0 0 X 0 1 1 THE MATHENY SCHOOL & HOSPITAL INC 65 HIGHLAND AVENUE PEAPACK NJ 07977 21801 X SPECIALTY HOSPITAL THE MATHENY SCHOOL & HOSPITAL INC 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X MATHENY.ORG/MATHENY-SCHOOL-HOSPITAL-INC-COMMUNITY-HEALTH-NEEDS-ASSESSMENT X 1 21 1 MATHENY.ORG/MATHENY-SCHOOL-HOSPITAL-INC-COMMUNITY-HEALTH-NEEDS-ASSESSMENT 0 1 X X 0 1 X 1 X MATHENY.ORG/FINANCIAL-ASSISTANCE-POLICY X MATHENY.ORG/FINANCIAL-ASSISTANCE-POLICY X X X 1 X 0 X 1 X 0 0 THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 5: TO DETERMINE HOW THE HEALTH NEEDS OF PEOPLE WITH DISABILITIES IN THE STATE OF NEW JERSEY ARE BEING MET, MATHENY SURVEYED 51 AGENCIES. FOURTEEN OF THOSE AGENCIES (27.4%) RESPONDED, BUT ONLY SEVEN IDENTIFIED THEMSELVES. THEY ARE: ABILITIES OF NORTHWEST NEW JERSEY, INC.; ALTERNATIVES, INC.; CENTER FOR FAMILY SUPPORT NEW JERSEY; LADACIN NETWORK; NORTH JERSEY ELKS DEVELOPMENTAL DISABILITIES ASSOCIATION; PRINCETON CHILD DEVELOPMENT INSTITUTE; AND PROGRESSIVE COMPREHENSIVE SERVICES, LLC. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 11: IN RECOGNITION OF THE IDENTIFIED UNMET NEEDS, PARTICULARLY THOSE IN THE AREAS OF MEDICAL AND DENTAL SERVICES, RESIDENTIAL SERVICES, THERAPEUTIC SERVICES, ADAPTIVE EQUIPMENT AND DEVICES, MATHENY HAS ATTEMPTED TO ADDRESS THOSE NEEDS THROUGH: (1) HEALTH CARE EDUCATION; (2) COLLABORATIVE ALLIANCES AND PARTNERSHIPS; (3) ORGANIZATIONAL TRANSFORMATION AND EXPANSION; AND (4) AWARENESS OF, AND ENGAGEMENT WITH, PROVIDERS OF RELATED AND COLLATERAL SERVICES.1. ADDRESSING UNMET NEEDS THROUGH HEALTH CARE EDUCATION: RECOGNIZING A NEED TO ENSURE THAT THE HEALTH CARE COMMUNITY BEYOND MATHENY'S WALLS IS PREPARED TO SERVE THIS POPULATION THAT, BY ITS NATURE, HAS A NARROWER MARGIN OF HEALTH, MATHENY ACTIVELY TRAINS FUTURE PROFESSIONALS IN THE FIELD TO WORK WITH THIS UNDERSERVED POPULATION. THIS INCLUDES TRAINING AND EDUCATION OF MEDICAL STUDENTS, NURSING STUDENTS, STUDENTS IN THE VARIOUS THERAPIES, AND STUDENTS IN OTHER ALLIED HEALTH DISCIPLINES. 2. ADDRESSING UNMET NEEDS THROUGH COLLABORATION, ALLIANCES AND PARTNERSHIPS:- PLANNING IS COORDINATED WITH THE NJ DIVISION OF DEVELOPMENTAL DISABILITIES' PLANS FOR THE EXPANSION OF SERVICES ACROSS THE LIFESPAN, AND SELF-DIRECTED SERVICES. - MATHENY WORKS WITH ADVOCACY GROUPS AROUND NJ, SUCH AS THE ALLIANCE FOR BETTERMENT OF CITIZENS WITH DISABILITIES (ABCD), TO IMPROVE THE STANDING OF OUR POPULATION WITH REGARD TO STATE AND FEDERAL RESOURCES- WE ENGAGE OTHER PROVIDERS AT A NATIONAL LEVEL THROUGH THE PEDIATRIC COMPLEX CARE ASSOCIATION (PCCA). PCCA PROVIDES A PLATFORM FOR DATA BENCHMARKING, INFORMATION SHARING, AND CONFERENCE-BASED EDUCATION. CLINICAL DATA ARE COLLECTED QUARTERLY AND SUBMITTED TO THE PEDIATRIC COMPLEX CARE ASSOCIATION; STATISTICAL REPORTS ARE PROVIDED AND ALLOW US TO COMPARE TO OTHER ORGANIZATIONS. THESE DATA ASSIST IN HELPING IDENTIFY AREAS OF STRENGTH AND OPPORTUNITIES FOR IMPROVEMENT.- OUR ARTS ACCESS PROGRAM COORDINATES WITH OTHER SIMILAR ORGANIZATIONS AROUND THE STATE FOR COLLABORATIVE PROGRAMMING AND EVENTS. - MATHENY WILL BE REPRESENTING THE ALLIANCE FOR BETTERMENT OF PEOPLE WITH DISABILITIES ON THE "MONEY FOLLOWS THE PERSON" DIRECT SUPPORT PROFESSIONAL (DSP) COMPETENCY AND CAPACITY BUILDING STEERING COMMITTEE CONVENED BY THE ASSISTANT COMMISSIONER, NEW JERSEY DIVISION OF DEVELOPMENTAL DISABILITIES. THE STEERING COMMITTEE WILL GUIDE THE DEVELOPMENT OF A COMPETENCY-BASED CAREER PATHWAY FOR DIRECT SUPPORT PROFESSIONALS EMPLOYED BY PROVIDERS ACROSS THE STATE.- A VACCINE CLINIC PARTNERSHIP WITH NJ DEPARTMENT OF HEALTH FOR PATIENTS, RESIDENTS, VOLUNTEERS, STAFF, PARENTS/GUARDIANS, AND FAMILY MEMBERS YIELDED APPROXIMATELY 1646 DOSES/BOOSTERS GIVEN.- MATHENY'S VICE PRESIDENT/CHIEF MEDICAL OFFICER IS AN ACTIVE PARTICIPANT ON NEW JERSEY HOSPITAL ASSOCIATION'S PLANNING AND DEVELOPMENT COMMITTEE, THE CONTINUING EDUCATION COMMITTEE, THE PHYSICIANS EXECUTIVE CONSTITUENCY GROUP AND SERVES ON THE BOARD OF TRUSTEES FOR THE HEALTH RESEARCH AND EDUCATION TRUST OF NEW JERSEY.3. ADDRESSING UNMET NEEDS THROUGH TRANSFORMATION AND EXPANSION:- WE CONTINUE TO TRANSFORM OUR HOSPITAL INTO A DATA DRIVEN HIGH RELIABILITY ORGANIZATION THAT DELIVERS EXCEPTIONALLY SAFE, HIGH QUALITY CARE TO EVERY PATIENT EVERY DAY.- WE WORK TO DEVELOP OUR COMMUNITY PROGRAMS' OUTREACH INTO A COORDINATED CROSSDEPARTMENTAL SYSTEM TO EMBRACE MORE PATIENTS IN OUR IMMEDIATE AREA AND BEYOND.- WE WORK WITH NJ RESOURCES TO DEVELOP GROUP HOMES FOR CHILDREN AND ADULTS IN THE DEVELOPMENTALLY DISABLED COMMUNITY. MATHENY IS CURRENTLY CONSTRUCTING TWO MORE COMMUNITY RESIDENCES IN FAR HILLS, NJ. THEY WILL EACH HOUSE 4 RESIDENTS. THE OPENING OF THESE HOMES IS SCHEDULED FOR FALL 2022.- IN 2017, MATHENY'S ADULT DAY HEALTH SERVICES DEPARTMENT BEGAN THE TRANSITION FROM AN ADULT MEDICAL DAY CARE PROGRAM INTO A DAY HABILITATION PROGRAM UNDER THE DDD FEE FOR SERVICE PROGRAM. ALL CLIENTS IN THE ADULT MEDICAL DAY PROGRAM ARE NOW ENROLLED IN THE DDD LICENSED PROGRAM. WE CONTINUE TO RECEIVE REGULAR INQUIRIES ABOUT ENROLLMENT OPPORTUNITIES IN OUR DAY PROGRAM. NEW JERSEY'S ADOPTION OF THE FEE FOR SERVICE MODEL HAS PROVIDED INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES THE OPPORTUNITY TO CHOOSE THE SERVICES THEY WOULD LIKE TO RECEIVE. SUPPORT COORDINATORS CONTACT US REGULARLY LOOKING TO FIND DAY PROGRAMS THAT MEET THEIR CLIENT'S NEEDS. THE DAY PROGRAM ADMISSION COMMITTEE REVIEWS ALL INQUIRIES AND ENROLLS CLIENTS WHEN APPROPRIATE.4. ADDRESSING UNMET NEEDS THROUGH AWARENESS OF, AND REFERRAL TO, PROVIDERS OF RELATED AND COLLATERAL SERVICES:MATHENY CANNOT POSSIBLY PROVIDE THE FULL EXTENT OF HEALTH CARE AND HUMAN SERVICES NEEDED BY ALL PEOPLE WITH DISABILITIES IN NEW JERSEY. THEREFORE, WE HAVE IDENTIFIED AND COLLABORATED WITH OTHER FACILITIES THAT SERVE THOSE IN THE DISABLED COMMUNITY AND HAVE INFORMED OUR POTENTIAL INPATIENTS AND OUTPATIENTS ABOUT FACILITIES THAT CAN PROVIDE CARE THAT THEY NEED. MATHENY'S FOCUS ON HEALTH NEEDS IS FOCUSED ON THOSE WITH DEVELOPMENTAL DISABILITIES. WHILE SERVING MANY, THE ORGANIZATION IS LIMITED IN THE NUMBERS IT CAN SERVE BASED ON FUNDING AVAILABLE. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 13H: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 15E: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE MATHENY SCHOOL & HOSPITAL, INC. PART V, SECTION B, LINE 20E: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE FINANCIAL ASSISTANCE BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART I, LINE 3C: THE HOSPITAL PATIENTS ARE NOT REQUIRED TO APPLY FOR ASSISTANCE; THEY RECEIVE THIS FINANCIAL ASSISTANCE POLICY BY VIRTUE OF THEIR STATUS AS PATIENTS. THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART I, LINE 7: THE AMOUNTS REPRESENT REVENUE FROM OUR GROUP HOMES AND THE RELATED EXPENSES FOR THE GROUP HOMES AND RELATED BENEFITS. PART III, LINE 4: THE CENTER CLOSELY MONITORS THE EXTENSION OF CREDIT TO ITS CUSTOMERS WHILE MAINTAINING ALLOWANCES FOR POTENTIAL CREDIT LOSSES. ON A PERIODIC BASIS THE CENTER EVALUATES ITS ACCOUNTS RECEIVABLE AND ESTABLISHES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS, BASED ON A HISTORY OF PAST WRITE-OFFS AND COLLECTIONS AND CURRENT CREDIT CONSIDERATIONS. PART III, LINE 9B: THE HOSPITAL DOES NOT BILL NOR PURSUE PAYMENT FROM ANY HOSPITAL PATIENT. A BILLING SYSTEM IS MAINTAINED FOR EACH PATIENT, BUT BILLS ARE NOT SENT TO ANY PATIENT. IF THE PATIENT HAS INSURANCE, THE HOSPITAL DOES BILL THE PATIENT'S HEALTH INSURANCE PLAN, OR THIRD PARTY PAYER. THE HOSPITAL COVERS ALL TREATMENTS, COPAYS, DEDUCTIBLES, AND COINSURANCE AND ANY OTHER COST SHARING OBLIGATIONS THAT ARE NOT COVERED BY INSURANCE. THE HOSPITAL DOES NOT TAKE ACTION TO COLLECT FROM PATIENTS OR THEIR FAMILIES AND DOES NOT REPORT TO CREDIT AGENCIES. PART VI, LINE 2: WE CONTINUALLY INTERACT WITH OTHER AGENCIES IN THE STATE OF NEW JERSEY SERVING PEOPLE WITH DISABILITIES. AMONG THOSE AGENCIES ARE OTHER PRIVATE NON-PROFITS AS WELL AS GOVERNMENT AGENCIES. SOME EXAMPLES: ALLIANCE FOR THE BETTERMENT OF CITIZENS WITH DISABILITIES, ARC OF NEW JERSEY, CEREBRAL PALSY OF NEW JERSEY, NJ DIVISION OF DEVELOPMENTAL DISABILITIES AND THE NJ DIVISION OF CHILDREN & FAMILIES. PART VI, LINE 3: INDIVIDUALS ARE ADMITTED TO MATHENY THROUGH A PROCESS THAT INCLUDES A BOTH PRE-ADMISSION SCREENING AND PRE-ADMISSION REVIEW WITH A MUTLI-DISCIPLINARY TEAM TO ASSESS PATIENT NEEDS. A MEMBER OF THE FINANCE TEAM MEETS WITH THE PATIENT AND PARENTS AND/OR LEGAL GUARDIAN TO REVIEW FINANCIAL STATUS. THE FINANCE TEAM MEMBER EDUCATES THE PATIENT, PARENT AND/OR GUARDIAN DURING THE PRE-ADMISSION REVIEW ABOUT NJ MEDICAID QUALIFICATION AND THE PROCESS TO OBTAIN MEDICAID ELIGIBILITY IF IT HAS NOT ALREADY BEEN OBTAINED.THE HOSPITAL IS CONSIDERED AN INSTITUTIONAL CARE SETTING WHICH IS PAID FOR THROUGH FUNDING FROM NJ MEDICAID. INDIVIDUALS ARE CARED FOR AT MATHENY REGARDLESS OF THEIR ABILITY TO PAY. ALL MATHENY PATIENTS ARE ELIGIBLE TO PARTICIPATE IN THE MATHENY'S FINANCIAL ASSISTANCE PROGRAM. PART VI, LINE 4: MATHENY SERVES THE POPULATION OF PEOPLE IN THE STATE OF NEW JERSEY WHO HAVE MEDICALLY COMPLEX DEVELOPMENTAL DISABILITIES. MATHENY SERVES INPATIENTS FROM 16 OF THE 21 COUNTIES IN NEW JERSEY, WITH THE LARGEST GROUPS COMING FROM ESSEX (18.8%), UNION (13.9%) AND SOMERSET (11.9%). CURRENTLY, 101 OF THESE CLIENTS ARE INPATIENTS AT MATHENY'S SPECIAL HOSPITAL, WHICH IS LICENSED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND ACCREDITED BY THE JOINT COMMISSION. THIRTY ADULTS RESIDE IN MATHENY'S COMMUNITY RESIDENCES. ELEVEN STUDENTS ATTEND THE MATHENY SCHOOL BUT LIVE AT HOME. THE SCHOOLS' TOTAL ENROLLMENT IS 45 STUDENTS. WE ALSO CARE FOR OUTPATIENTS WHO UTILIZE OUR DENTAL SERVICES AND SUB-SPECIALTY MEDICAL SERVICES.THE GREAT MAJORITY OF MATHENY INPATIENTS AND GROUP HOME RESIDENTS HAVE CEREBRAL PALSY AS THEIR PRIMARY DIAGNOSIS. IN ADDITION TO CEREBRAL PALSY, OUR PATIENTS MAY HAVE OTHER ASSOCIATED CLINICAL CONDITIONS SUCH AS VISION AND HEARING DEFICITS, SEIZURE DISORDERS, INTELLECTUAL DISABILITIES AND DYSPHAGIA, WITH RESULTING ASPIRATION PROBLEMS. MATHENY ALSO CARES FOR PATIENTS WITH SPINA BIFIDA, LESCH-NYHAN DISEASE (LND) AND A WIDE RANGE OF UNCOMMON NEUROLOGICAL CONDITIONS INCLUDING RETT SYNDROME, ANGELMAN SYNDROME, CORNELIA DE LANGE SYNDROME, WOLF-HIRSHORN SYNDROME, AND 4Q DELETION SYNDROME. LESCH-NYHAN DISEASE IS A RARE X-LINKED RECESSIVE DISORDER ASSOCIATED WITH COGNITIVE IMPAIRMENT, HIGH LEVELS OF URIC ACID IN THE BLOOD, KIDNEY INVOLVEMENT, AND THE HALLMARK SYMPTOM INVOLUNTARY SELF-INJURIOUS BEHAVIORS. MATHENY IS RECOGNIZED AS ONE OF THE LEADING SOURCES OF INFORMATION ON CARE ISSUES REGARDING LESCH-NYHAN DISEASE. PART VI, LINE 5: PROMOTION OF HEALTH IN THE COMMUNITY:THE MATHENY INSTITUTE FOR RESEARCH IN DEVELOPMENTAL DISABILITIES CONDUCTS RESEARCH THAT HELPS PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR CAREGIVERS. WE PUBLISH OUR RESEARCH IN LEADING MEDICAL JOURNALS AND IN LEADING PUBLICATIONS IN THE FIELD OF DISABILITIES. WE PRESENT OUR RESEARCH AT REGIONAL, NATIONAL AND INTERNATIONAL CONFERENCES AND OFTEN ADDRESS MEDICAL SCHOOLS AND GOVERNMENT-SPONSORED MEETINGS. WE ALSO CREATE MULTIMEDIA TRAINING TOOLS TO HELP MEDICAL SCHOOLS IN PREPARING THEIR STUDENTS TO CARE FOR AND TREAT PERSONS WITH DISABILITIES.WE WERE RESPONSIBLE FOR THE PASSAGE OF A LAW IN NEW JERSEY THAT PROVIDES FAMILIES OF PERSONS WITH DEVELOPMENTAL DISABILITIES GREATER AUTONOMY IN MAKING DECISIONS ABOUT PARTICIPATION IN POTENTIALLY BENEFICIAL RESEARCH. BEING AWARE OF AN INCONSISTENCY REGARDING GUARDIAN REQUIREMENTS CONTAINED IN TWO PREVIOUS PIECES OF LEGISLATION, OUR RESEARCH DIRECTOR AND CORPORATE COUNSEL BROUGHT THIS ISSUE TO THE ATTENTION OF NEW JERSEY STATE SENATOR CHRISTOPHER BATEMAN. SENATOR BATEMAN, ALONG WITH SENATOR ROBERT W. SINGER AND ASSEMBLYWOMAN MILA M. JASEY, SPONSORED BILLS THAT RESULTED IN THE NEW LAW.IN ADDITION TO CLEARING UP THE PREVIOUS INCONSISTENCY, THE NEW LAW EXPANDED THE RANGE OF STUDIES THAT ARE ALLOWED TO INCLUDE ONES THAT MIGHT NOT HAVE DIRECT BENEFIT TO THE INDIVIDUAL PARTICIPANT, BUT MIGHT HAVE BROADER BENEFIT TO PERSONS WITH DISABILITIES. THE PRACTICAL BENEFIT OF THE NEW LAW IS THAT FAMILIES OF PERSONS WITH DEVELOPMENTAL DISABILITIES WILL HAVE THE FREEDOM THAT OTHER FAMILIES ENJOY TO WEIGH THE RISKS AND BENEFITS OF AN APPROPRIATELY REVIEWED AND APPROVED RESEARCH STUDY. THEY CAN NOW MAKE THEIR OWN INFORMED DECISIONS ABOUT WHETHER OR NOT THEIR FAMILY MEMBERS WILL PARTICIPATE.MATHENY HAS ALSO CREATED AN ONLINE DATABASE OF DENTISTS IN NEW JERSEY WHO SERVE PEOPLE WITH DEVELOPMENTAL DISABILITIES. THIS WAS MADE POSSIBLE BY A GRANT FROM THE NEW JERSEY COUNCIL ON DEVELOPMENTAL DISABILITIES (NJCDD). THAT DATABASE IS AVAILABLE AT WWW.DISABILITYHEALTH.ORG/DENTAL. PART VI, LINE 6: THE ORGANIZATION IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM. PART VI, LINE 7: THERE ARE NO STATES IN WHICH THE COMMUNITY REPORT NEEDS TO BE FILED. X X X X 0 1 0 0 0 0 0 0 0 WILLIAM M KENT MHA PRESIDENT & CEO 520351 0 0 0 0 0 34079 0 23397 0 577827 0 0 0 VINCENT BARBA MD FACP FHM VP PATIENT CARE AND SAFETY/CMO 364955 0 0 0 0 0 33127 0 13763 0 411845 0 0 0 DR CHRISTINE MAND PHYSICIAN 300513 0 0 0 0 0 33220 0 9146 0 342879 0 0 0 DR SURBPARKASH SINGH PHYSICIAN 242417 0 0 0 0 0 27288 0 9146 0 278851 0 0 0 NANCY PETRILLO VP OF HUMAN RESOURCES 229640 0 0 0 0 0 32427 0 1896 0 263963 0 0 0 DR SUSAN ROELOFFS PHYSICIAN 214255 0 0 0 0 0 32745 0 13580 0 260580 0 0 0 KENNETH ROBEY PHD CPHQ ADMIN MGR OF QI PS AND REG AFF 183737 0 0 0 0 0 30146 0 1633 0 215516 0 0 0 MICHAEL HEWSON VP FINANCE/CFO 161831 0 0 0 0 0 9554 0 13809 0 185194 0 0 0 CYNTHIA LABAR DIR THERAPEUTIC AND REHAB SRVS 160557 0 0 0 0 0 13843 0 863 0 175263 0 0 0 PART I, LINE 4B THERE WERE NO CONTRIBUTIONS TO OR DISTRIBUTIONS FROM THE 457F PLAN IN CALENDAR YEAR 2023. THE PLAN IS CURRENTLY FROZEN. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER EDANA DESATNICK IS THE SISTER-IN-LAW OF BOARD MEMBER ALBERT MEZZAROBA. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD MEMBERS REVIEW THE TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY ALL MATHENY BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES AS WELL AS ANY IDENTIFIED STAFF. THE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR MONITORING THIS PROCESS. A COMMITTEE CONSISTING OF THE VP'S OF FINANCE, HR, OPERATIONS, PATIENT CARE, SAFETY AND THE COMPLIANCE OFFICER REVIEWS AND ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED. THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE PRESIDENT OR HIS/HER DESIGNEE REGARDING APPROPRIATE STEPS TO BE TAKEN TO ELIMINATE THE POTENTIAL EFFECT OF THE CONFLICT OF INTEREST ON INDEPENDENCE OF JUDGMENT OR PATIENT SAFETY AND QUALITY OF PATIENT CARE. THE PRESIDENT OR HIS/HER DESIGNEE SHALL EVALUATE THE COMMITTEE'S RECOMMENDATION AND SHALL DIRECT THE STEPS NECESSARY. THE COMMITTEE KEEPS WRITTEN MINUTES OF THEIR MEETINGS WHICH INCLUDE IDENTIFIED CONFLICTS, THE NATURE OF THE CONFLICT, THE CONTENT OF THE DISCUSSION, AND THE NECESSARY ACTIONS TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 MATHENY MEDICAL AND EDUCATIONAL CENTER HAS AN ESTABLISHED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE SHALL CONSIST OF SUCH NUMBERS OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES AS MAY BE RECOMMENDED BY THE CHAIRPERSON AND APPOINTED BY A MAJORITY OF THE ENTIRE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR OVERSIGHT OF MANAGEMENT COMPENSATION. COMPENSATION FOR THE PRESIDENT SHALL BE DETERMINED BY THE BOARD OF TRUSTEES, UPON RECOMMENDATION OF THE COMPENSATION COMMITTEE. COMPENSATION FOR OTHER SENIOR MANAGEMENT SHALL BE DETERMINED BY THE PRESIDENT, WHICH DETERMINATIONS SHALL BE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE SHALL MEET AT LEAST SEMIANNUALLY. THE CHAIR OF THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR ENSURING THAT THE COMMITTEE UTILIZES THE APPROPRIATE PROCESSES IN ALL COMPENSATION EVALUATIONS, RECOMMENDATIONS AND OTHER ACTIONS. MATHENY MEDICAL AND EDUCATIONAL CENTER ALSO PARTICIPATES IN AN ANNUAL WAGE AND SALARY SURVEY WHICH IS USED TO BENCHMARK ALL POSITIONS TO MAINTAIN APPROPRIATE SALARY GUIDELINES. THIS PROCESS IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FRIENDS OF MATHENY PO BOX 89 PEAPACK NJ 07977 222512045 FUNDRAISING NJ 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0