MONTEFIORE EINSTEIN INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE EINSTEIN INC (EIN 47-1582973)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349307803
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T18:21:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Manhattan West | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471582973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EVAN RESNICK | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 9143498455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SOUTH BROADWAY BLDG A FL 1 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105916301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN BLYE | PersonNm |
| Person Title | EXEC V.P. & C.F.O. | PersonTitleTxt |
| Phone | 7189207602 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLLEEN | PersonFirstNm |
| Person Last | BLYE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE M SOKOLOWSKI | PreparerPersonNm |
| PTIN | P01683199 | PTIN |
| Phone | 2127733000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Philip O Ozuah MD PhD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST 210TH STREET | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104672401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,430,573 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montefiorehealthsystem.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To Heal, to teach, to discover and to advance the health of the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,242,666 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,430,573 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,581 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,245,247 | PYTotalRevenueAmt |
| CY Total Revenue | $26,430,573 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,248,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,767,173 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,997,156 | PYOtherExpensesAmt |
| CY Other Expenses | $3,092,834 | CYOtherExpensesAmt |
| PY Total Expenses | $29,245,247 | PYTotalExpensesAmt |
| CY Total Expenses | $26,860,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$429,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,908,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,007,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,396,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,495,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$487,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$487,931 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. MONTEFIORE BUILDS UPON OUR RICH HISTORY OF MEDICAL INNOVATION AND COMMUNITY SERVICE TO IMPROVE THE LIVES OF THOSE IN OUR CARE. OUR MISSION IS EXEMPLIFIED IN OUR EXCEPTIONAL, COMPASSIONATE CARE AND DEDICATION TO IMPROVE THE WELL-BEING OF THOSE WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,226,895 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,430,573 | RevenueAmt |
| Desc | MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM, INC. is the organizational parent of the Montefiore Health System and Albert Einstein College of Medicine, exemplifying the next step in transformative care, science and education. Montefiore Medicine OPERATES EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF PROMOTING, FACILITATING AND ENHANCING THE DELIVERY OF QUALITY, EFFICIENT, EFFECTIVE AND ECONOMICAL HEALTH CARE AND RELATED SERVICES TO, AND IMPROVING AND ENHANCING THE GENERAL HEALTH AND WELL BEING OF, THE COMMUNITIES SERVED BY THE MONTEFIORE HEALTH SYSTEM. | Desc |
| Total Program Service Expenses | $15,226,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVAN RESNICK | PersonNm |
| Phone | 9143498455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SO BROADWAY BLDG A FL 1 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105916301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Philip O Ozuah MD PhD | |||||||||
| President & CEO | 2.0 | 58.0 | Yes (X) | Yes (X) | $7,412,431 | $0 | $910,217 | ||
| Colleen Blye | |||||||||
| Exec VP & CFO | 5.0 | 55.0 | Yes (X) | $4,814,813 | $0 | $29,236 | |||
| STEVEN M SAFYER MD | |||||||||
| Former Officer | 0.0 | 0.0 | $2,989,448 | $0 | $0 | Yes (X) | |||
| Alfredo Cabrera | |||||||||
| System SVP-Chief HR Officer | 0.0 | 60.0 | $2,357,326 | $0 | $48,379 | Yes (X) | |||
| Edward Pfleging | |||||||||
| SVP-Facilities and Real Estate | 0.0 | 60.0 | $1,340,045 | $0 | $257,029 | Yes (X) | |||
| CHRISTOPHER S PANCZNER | |||||||||
| ASSISTANT SECRETARY | 2.0 | 58.0 | Yes (X) | $1,465,753 | $0 | $27,174 | |||
| Evan Resnick | |||||||||
| VP-Finance, Financial Accg | 0.0 | 60.0 | $905,573 | $0 | $48,011 | Yes (X) | |||
| Drew Swiss | |||||||||
| VP Finance-Rev & Invest Off | 0.0 | 60.0 | $804,641 | $0 | $41,836 | Yes (X) | |||
| Charles Agins | |||||||||
| VP Business Services | 0.0 | 60.0 | $730,985 | $0 | $45,261 | Yes (X) | |||
| ODED ABOODI | |||||||||
| Vice Chair (Passed 8/15/21) | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY B ABRAMSON | |||||||||
| TRUSTEE | 0.5 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M BUTLER | |||||||||
| Vice Chair | 0.5 | 3.75 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA CERIALE | |||||||||
| TRUSTEE | 0.75 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN GANTCHER | |||||||||
| TRUSTEE | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HEFFER | |||||||||
| TRUSTEE | 0.75 | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| ALAN M KLEIN | |||||||||
| Secretary | 0.75 | 2.75 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE KLEMA | |||||||||
| TRUSTEE | 0.25 | 3.75 | Yes (X) | $0 | $0 | $0 | |||
| STACEY R LANE | |||||||||
| TRUSTEE | 0.75 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN A LIPTON | |||||||||
| TRUSTEE | 0.25 | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW H NORD | |||||||||
| TRUSTEE | 0.25 | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A STOCKER MD | |||||||||
| TRUSTEE | 0.25 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A TANNER | |||||||||
| TRUSTEE | 0.25 | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL R TISHMAN | |||||||||
| Chair | 1.0 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA KING VANCE | |||||||||
| TRUSTEE (Resigned 6/30/21) | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| Barry S Blattman | |||||||||
| Trustee | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Alisa R Doctoroff | |||||||||
| Trustee | 0.75 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| Emanuel Chirico | |||||||||
| Trustee/Treasurer eff 10/7/21 | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Ruth L Gottesman EdD | |||||||||
| Trustee | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | |||
| GAYLE F ROBINSON | |||||||||
| TRUSTEE (APPOINTED 12/16/21) | 0.05 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,821,015 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,407,143 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | none | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $26,430,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,430,573 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,430,573 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,430,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,430,573 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,037,026 | TotalAmt |
| Program Services | $8,757,348 | ProgramServicesAmt |
| Management And General | $4,279,678 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,725,918 | TotalAmt |
| Program Services | $4,037,722 | ProgramServicesAmt |
| Management And General | $3,688,196 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,646 | TotalAmt |
| Program Services | $577,646 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,426,583 | TotalAmt |
| Program Services | $1,268,145 | ProgramServicesAmt |
| Management And General | $1,158,438 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,034 | TotalAmt |
| Program Services | $586,034 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,341 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,341 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,027 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $30,027 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXCISE TAX | $2,469,375 | $0 | $2,469,375 | $0 |
| STATE TAX | $32 | $0 | $32 | $0 |
| FILING FEES | $25 | $0 | $25 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,860,007 | TotalAmt |
| Program Services | $15,226,895 | ProgramServicesAmt |
| Management And General | $11,633,112 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,834 | BOYAmt |
| EOY | $364,636 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,624,863 | BOYAmt |
| EOY | $15,643,224 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,908,697 | BOYAmt |
| EOY | $16,007,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,396,628 | BOYAmt |
| EOY | $16,200,417 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $295,374 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,396,628 | BOYAmt |
| EOY | $16,495,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$487,931 | BOYAmt |
| EOY | -$487,931 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$487,931 | BOYAmt |
| EOY | -$487,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,908,697 | BOYAmt |
| EOY | $16,007,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$429,434 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $429,434 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MONTEFIORE MEDICAL CENTER | ||||
| 131740114 | 3 | Yes (true) | $0 | $0 |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||||
| 462931956 | 3 | Yes (true) | $0 | $0 |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||||
| 462916938 | 3 | Yes (true) | $0 | $0 |
| SCHAFFER EXTENDED CARE CENTER | ||||
| 462929888 | 3 | Yes (true) | $0 | $0 |
| MONTEFIORE NYACK HOSPITAL | ||||
| 131740119 | 3 | Yes (true) | $0 | $0 |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | ||||
| 131740130 | 3 | Yes (true) | $0 | $0 |
| THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL | ||||
| 131739937 | 3 | Yes (true) | $0 | $0 |
| ST LUKE'S CORNWALL HOSPITAL | ||||
| 141340054 | 3 | Yes (true) | $0 | $0 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||
| 830621846 | 2 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | false | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 1 | The organization's supported organizations are designated by class. The Certificate of Incorporation reads "The corporation shall carry out such charitable purposes and operate for the benefit of (1) the integrated group of affiliated health care providers and related legal entities of which Montefiore Health System, Inc. is the direct or indirect parent corporation, (2) one or more medical schools chartered by the Board of Regents of the State of New York". |
| Part IV, Section C, Line 1 | Montefiore Medicine Academic Health System, Inc.(System Parent) qualifies as a Type II supporting organization under Section 509(a)(3), consistent with the foregoing IRS guidelines, in a number of ways. First, there is generally expected to be significant overlap among the Officers, Trustees and other leadership of the System Parent with the Officers, Trustees and other leadership of the Supported organizations. Currently, each of the Trustees and Officers serve as Directors, Trustees and/or Officers of one or more of the Supported Organizations. Given the overlap among the individuals responsible for the governance of both the System Parent and the Supported Organizations, and the regular coordination and interaction among the boards, officers, and other leadership of all of the entities within the Montefiore system, the System Parent will inherently have the information necessary to ensure that the System Parent will be aware of and responsive to the needs of the Supported Organizations. The nature of the System Parent's purposes and activities also demonstrates that it can and will be responsive to the needs or demands of each of its supported Organizations and that it can and will be an integral part of, or maintain a significant involvement in, the operations of each Supported organization. The organization was formed to function as the parent entity of the entire Montefiore System, operating in this capacity, to oversee, supervise and coordinate the missions, governance, policy making, resource allocation and strategic planning as well as providing other forms of support for the benefit of the Supported Organizations and for the Montefiore System as a whole. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $586,034 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $586,034 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1B | The Health System's total lobbying expenditures included $353,134 of paid staff compensation included in Line 1G that was spent on calls, meetings, letters, memos and other communications with elected and other governmental officials in an attempt to influence certain health care outcomes. |
| Schedule C, Part II-B, Line 1G | The Health System's Lobbying Expenditures included staff time spent on lobbying and amounts paid to Empire Strategic Planning, Inc. and Brown & Weinraub, PLLC for New York State Lobbying related to regulations and legislation impacting the Health System's Programs. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $15,643,224 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,643,224 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION LIABILITIES | Desc |
| Amt | $295,374 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $295,374 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN M SAFYER MD | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $2,989,448 | $0 | $0 | $0 | $0 | $0 | $2,989,448 | $0 | $2,888,454 | $0 |
| CHRISTOPHER S PANCZNER | ||||||||||||||
| ASSISTANT SECRETARY | $931,462 | $0 | $181,700 | $0 | $352,591 | $0 | $17,000 | $0 | $10,174 | $0 | $1,492,927 | $0 | $0 | $0 |
| Philip O Ozuah MD PhD | ||||||||||||||
| President & CEO | $2,874,648 | $0 | $3,800,000 | $0 | $737,783 | $0 | $882,200 | $0 | $28,017 | $0 | $8,322,648 | $0 | $0 | $0 |
| Colleen Blye | ||||||||||||||
| Exec VP & CFO | $1,435,458 | $0 | $681,200 | $0 | $2,698,155 | $0 | $17,000 | $0 | $12,236 | $0 | $4,844,049 | $0 | $2,106,332 | $0 |
| Alfredo Cabrera | ||||||||||||||
| System SVP-Chief HR Officer | $1,366,409 | $0 | $370,000 | $0 | $620,917 | $0 | $16,972 | $0 | $31,407 | $0 | $2,405,705 | $0 | $0 | $0 |
| Edward Pfleging | ||||||||||||||
| SVP-Facilities and Real Estate | $860,779 | $0 | $175,000 | $0 | $304,266 | $0 | $226,836 | $0 | $30,193 | $0 | $1,597,074 | $0 | $0 | $0 |
| Drew Swiss | ||||||||||||||
| VP Finance-Rev & Invest Off | $682,118 | $0 | $109,000 | $0 | $13,523 | $0 | $17,000 | $0 | $24,836 | $0 | $846,477 | $0 | $0 | $0 |
| Evan Resnick | ||||||||||||||
| VP-Finance, Financial Accg | $695,227 | $0 | $210,000 | $0 | $346 | $0 | $17,000 | $0 | $31,011 | $0 | $953,584 | $0 | $0 | $0 |
| Charles Agins | ||||||||||||||
| VP Business Services | $610,054 | $0 | $118,000 | $0 | $2,931 | $0 | $17,000 | $0 | $28,261 | $0 | $776,246 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a | In 2021, Steven Safyer, M.D., a former Officer, was paid $2,989,448 in severance from the organization that was accrued and reported as deferred compensation at the present value in the organization's 2019 990. |
| Part I, Lines 3, 4B & Part II - Columns (B)(I), (II) and (III) | THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL FORMS of compensation and BENEFITS PROVIDED TO EACH EXECUTIVE WITH THE ASSISTANCE OF A national independent COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE compensation COMMITTEE WITH ITS DECISION-MAKING PROCESS TO ENSURE executive compensation LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO those OF other SIMILAR ORGANIZATIONS. BASE SALARIES IN COLUMN B(I) ARE determined based ON COMPETITIVE MARKET PRACTICES FOR COMPARABLE position with SIMILAR size ORGANIZATIONS AND SCOPE OF RESPONSIBILITIES. BONUS AND incentive compensation IN COLUMN B(II) IS BASED ON THE ACHIEVEMENT OF performance goals. THE EXECUTIVES' COMPENSATION PROGRAM HAS A significant pay-at-risk component TO ENSURE THE ALIGNMENT OF PAY AND ORGANIZATIONAL performance. Goals ARE SET IN ADVANCE IN AREAS SUCH AS QUALITY OF CARE, patient satisfaction, COMMUNITY SERVICES AND FINANCIAL PERFORMANCE. Compensation is at RISK IF THE GOALS ESTABLISHED BY THE COMPENSATION committee are NOT met. Other REPORTABLE COMPENSATION IN COLUMN B(III) includes DISTRIBUTIONS from the SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF reasonableness" THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES expressly REVIEWED AND APPROVED THESE RETIREMENT BENEFIT arrangements for senior EXECUTIVES IN A MANNER THAT QUALIFIED UNDER THE INTERMEDIATE sanctions rules OF THE FEDERAL TAX LAW, AND IN RECOGNITION OF (A) THE executives' YEARS OF SERVICE TO THE ORGANIZATION AND (B) THE SIGNIFICANT contributions to ENHANCING THE ABILITY OF THE ORGANIZATION TO achieve its charitable MISSION IN A MANNER CONSISTENT WITH FINANCIAL SOLVENCY. Accordingly, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS OF service for THE ORGANIZATION. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONs based on multiple years of service and paid out in 2021 as taxable income: Philip O. Ozuah, M.D., PH.D. - $701,991; Christopher Panczner - $318,597; Alfredo Cabrera - $609,101; Colleen Blye - $2,696,632 ($2,106,332 of this amount was reported as deferred compensation in prior 990s). The Health System also funds a second defined contribution SERP plan. Two reportable individuals of the organization currently participates in this plan. Contributions are at a fixed percentage of base salary or total cash compensation (base salary plus annual incentive award). A notional balance is developed for each participant that is the total of contributions less distributions (interest is not accrued). On January 1 following the third, sixth and ninth anniversaries of each participant's participation date, 50% of the remaining SERP account becomes vested and is paid out if the participant is employed on that date. On January 1 following the twelfth anniversary of each participant's participation date, the remainder of the SERP account becomes fully vested and is paid out. If a participant reaches age 65 before their twelfth anniversary of their participation date, their SERP account balance will become fully vested on the later of the first of the month following their 65th birthday or the third anniversary of their participation date. SERP account balances will also become fully vested upon the earliest of death or disability while employed by Montefiore, involuntary termination without cause or if Montefiore chooses to terminate the plan. During 2021, one of the highest compensated individual received a distribution from the plan included as part of his Other compensation reported in column b(iii): Edward Pfleging - $282,272. Unvested contributions made to the plan in 2021 were reported in column (C) as deferred compensation for the officer and one of the highest compensated: Philip O. Ozuah, M.D., PH.D. - $865,200; Edward Pfleging - $209,836. |
| Part I, Line 7 | Part of the annual incentive awards in Column (B)(II) paid by the organization to persons listed on Form 990, part VII, Section A, Line 1A were based on compensation Board or management Discretion. |
| Part II, Column B(iii) (Other Compensation) | Colleen Blye, an officer of the organization, compensation was higher than normal in 2021 due to a pay-out of $2,698,155 from a defined Benefit SERP plan. She first became vested in 2021 and the distribution represents earnings from multiple years of service to the Health System reported previously, in part, as deferred compensation in prior years 990s. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11B | The form 990 was prepared by Montefiore's Finance Department with the assistance of various departments. The form 990 was reviewed and approved by the Vice-president-Finance and Montefiore's senior leadership team including the chief financial officer. In addition, an independent accounting firm was engaged to review the form 990. Upon completion of the various reviews, the form 990 was presented to the board of trustees for review and approval prior to filing. |
| Form 990, Part VI, Section B, Line 12C | The organization regularly and consistently monitors and enforces compliance with the disclosure policy by means of a survey form developed by counsel and approved by the Legal and Compliance Committees of the Board of Trustees. The survey is sent to all trustees, officers and key employees for completion. All survey responses are reviewed by the compliance officer. Any potential conflicts identified in the responses are discussed with senior management and/or the Legal and Compliance Committees of the Board of Trustees. Potential actions to be taken in response to a conflict would be one or more of the following: 1)Disclosure of conflict; 2)Individual recusal from decisions for transactions where that individual may have a conflict; 3) Request the individual to alleviate the conflict; or 4)Removal of the individual from the Board of Trustees. |
| Form 990, Part VI, Section B, Line 15A & Line 15B | Montefiore Medicine Academic Health System, Inc. is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best corporate governance. The Board of Trustees has charged the Compensation Committee of the Board (which is comprised of independent Board members with no conflicts of interest in regards to executive compensation) with making all decisions related to compensation for officers and key employees. All decisions made by the Compensation Committee are appropriately and timely documented in meeting minutes. The compensation committee's review process follows the Intermediate Sanctions guidelines guidelines for qualifying for the rebuttable presumption of reasonableness. The Committee retains an independent compensation consultant to assist it with this process. Compensation levels are established considering data for comparable organizations, an assessment of management performance (including the services provided to the community), and other business judgment factors, consistent with Montefiore's executive compensation philosophy. The Committee's decisions are made in the best interest of Montefiore, and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit healthcare organizations of comparable scope, mission and complexity. On an annual basis, the Committee provides the full Board of Trustees with a description of the committee's review and approval process and its decisions. |
| Form 990, Part VI, Section C, Line 19 | The conflicts of interest policy and governing documents are made available upon request. |
| Form 990, Part IX, Lines 8, 9 & 10 | Concerning Employee Benefits Allocation: All employees benefit costs, including pension and payroll taxes, for the system's parent organizations are charged to Montefiore Medical Center. The Medical Center, in turn, assesses the Parent organizations for a composite rate based on salaries for all benefit costs. The organization's assessment for employee benefits is reflected on line 9, other employee benefits, of Part IX that includes cost for both pension and payroll taxes. Line 8 for pension cost includes only the expenses for the supplementary defined contribution pension plan that is not included in the fringe benefit composite rate. |
| Form 990, Part XI, Line 9 | The other increase in net assets of $429,434 was due to transfers from affiliates for lobbying. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Montefiore Applications LLC | |||||||||
| 555 South Broadway | Tarrytown | NY | 10591 | 364895654 | inactive | NY | $0 | $0 | MMAHS |
| Palm Technologies LLC | |||||||||
| 555 South Broadway | Tarrytown | NY | 10591 | 611896910 | inactive | NY | $0 | $0 | MMAHS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Montefiore Health System Inc | ||||||||||
| 555 South Broadway BLDG A FL 1 | Tarrytown | NY | 10591 | 201615393 | Support Serv | NY | 501(c)(3) | 12B Type II | MMAHS | Yes (true) |
| Montefiore Medical Center | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 131740114 | Acad Med Ctr | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| MMC Corporation | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133430322 | Real Estate | NY | 501(C)(3) | 12A Type I | MMC | Yes (true) |
| MMC Residential Corp I Inc | ||||||||||
| 3411 Wayne Avenue | Bronx | NY | 10467 | 911943271 | Staff Housing | NY | 501(C)(2) | MMC | Yes (true) | |
| Montefiore Hosp Housing Section II Inc | ||||||||||
| 3450 Wayne Avenue | Bronx | NY | 10467 | 237160641 | Staff Housing | NY | 501(C)(2) | MMC | Yes (true) | |
| Mosholu Preservation Corporation | ||||||||||
| 3400 Resevoir Oval East | Bronx | NY | 10467 | 133109387 | Community Ser | NY | 501(C)(3) | 12A Type I | MMC | Yes (true) |
| Montefiore New Rochelle Hospital | ||||||||||
| 16 Guion Place | New Rochelle | NY | 10801 | 462931956 | Hospital | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| Montefiore Mount Vernon Hospital | ||||||||||
| 12 North Seventh Avenue | Mount Vernon | NY | 10550 | 462916938 | Hospital | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| Schaffer Extended Care Center | ||||||||||
| 16 Guion Place | New Rochelle | NY | 10801 | 462929888 | Nursing Home | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| Montefiore Foundation Inc | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 471600439 | Inactive | NY | 501(C)(3) | 7 | MMAHS | Yes (true) |
| Montefiore Nyack Hospital | ||||||||||
| 160 North Midland Avenue | Nyack | NY | 10960 | 131740119 | Hospital | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| White Plains Hospital Medical Center | ||||||||||
| 41 East Post Road | White Plains | NY | 10601 | 131740130 | Hospital | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| AECOM Student Housing Co Inc | ||||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 237075620 | Student Hous | NY | 501(C)(2) | AECOM | Yes (true) | |
| Montefiore CERC Operations Inc | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 474853506 | Rehab Center | NY | 501(c)(3) | 3 | MMC | Yes (true) |
| White Plains Hosp Ctr Foundation Inc | ||||||||||
| 41 East Post Road Davis Ave | White Plains | NY | 10601 | 133281507 | Fundraising | NY | 501(C)(3) | 12A Type I | WPHMC | Yes (true) |
| Montefiore Nyack Hospital Foundation | ||||||||||
| 160 North Midland Avenue | Nyack | NY | 10960 | 133245804 | Fundraising | NY | 501(C)(3) | 7 | Nyack Hosp | Yes (true) |
| The Winifred Masterson Burke Rehab Hosp | ||||||||||
| 785 Mamaroneck Avenue | White Plains | NY | 10605 | 131739937 | Rehab Hosp | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| St Luke's Cornwall Hospital | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 141340054 | Hospital | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| Hudson Vista Medical PC | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 452526738 | Healthcare | NY | 501(C)(3) | 12A Type I | SLCH | Yes (true) |
| Hudson Vista Physician Services PC | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 272020746 | Healthcare | NY | 501(C)(3) | 12A Type I | SLCH | Yes (true) |
| St Luke's Cornwall Health System Inc | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 223026261 | Holding Comp | NY | 501(C)(3) | 12A Type I | MHS | Yes (true) |
| St Luke's Cornwall Health SYSTEM FDN | ||||||||||
| 70 Dubois Street | Newburgh | NY | 12550 | 223026263 | Fundraising | NY | 501(C)(3) | 7 | SLCHS | Yes (true) |
| MONTEFIORE MED ACAD HLTH SYS SELF INS TR | ||||||||||
| 555 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | 824019223 | INS TRUST | NY | 501(C)(3) | 12A TYPE I | MMAHS | Yes (true) |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | 830621846 | MED COLLEGE | NY | 501(C)(3) | 2 | MMAHS | Yes (true) |
| MONTEFIORE COMMUNITY SERVICES INC | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 863368007 | HEALTHCARE | NY | 501(C)(3) | 3 | MMC | Yes (true) |
| MONTEFIORE EINSTEIN ADVANCED CARE | ||||||||||
| 555 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | 863090734 | HEALTHCARE | NY | 501(C)(3) | 3 | MHS | Yes (true) |
| MONTEFIORE ACTION FUND INC | ||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 872215301 | SOCIAL WELFAR | NY | 501(C)(4) | MHS | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University Behavioral Associates Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133877781 | Mgmt Services | NY | NA | C Corp | Yes (true) | ||||
| The Montefiore IPA Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 134114915 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) | ||||
| MMC GI Holdings East Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610013 | Holding Company | NY | NA | C Corp | Yes (true) | ||||
| MMC GI Holding West Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610015 | Holding Company | NY | NA | C Corp | Yes (true) | ||||
| Montefiore Behavioral Care IPA No 1 Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133952750 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) | ||||
| Bronx Accountable Care Network IPA Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 300689571 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) | ||||
| Montefiore Consolidated Ventures Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 611728539 | Holding Company | NY | NA | C Corp | Yes (true) | ||||
| Montefiore Insurance Company Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 320436594 | Inactive | NY | NA | C Corp | Yes (true) | ||||
| Hudson Valley IPA Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 383978087 | Integ Provr Assoc | NY | NA | C Corp | Yes (true) | ||||
| Montefiore Innovations Inc | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 475106910 | Holding Company | NY | MMAHS | C Corp | Yes (true) | $0 | $2,501,059 | 1.00000 | |
| Highland Medical PC | |||||||||||||
| 160 North Midland Avenue | Nyack | NY | 10960 | 134034481 | Healthcare Serv. | NY | NA | C Corp | Yes (true) | ||||
| White Plains Medical Diagnostic Svcs PC | |||||||||||||
| 41 East Post Road | White Plains | NY | 10601 | 453164626 | Healthcare Serv. | NY | NA | C Corp | Yes (true) | ||||
| Cancer and Blood Medical Serv of NY PC | |||||||||||||
| 41 East Post Road | White Plains | NY | 10601 | 462021804 | Healthcare Serv. | NY | NA | C Corp | Yes (true) | ||||
| Davis Avenue Corp | |||||||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 133331643 | Property Holding | NY | NA | C Corp | Yes (true) | ||||
| White Plains Management Co Inc | |||||||||||||
| 41 East Post Road | White Plains | NY | 10601 | 133331641 | Property Holding | NY | NA | C Corp | Yes (true) | ||||
| WPHC Buildings Corp | |||||||||||||
| 41 East Post Road | White Plains | NY | 10601 | 133676932 | Property Holding | NY | NA | C Corp | Yes (true) | ||||
| White Plains Medical Services PC | |||||||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 815369152 | Healthcare Serv. | NY | NA | C Corp | Yes (true) | ||||
| White Plains Physician Services PC | |||||||||||||
| Davis Avenue at East Post Road | White Plains | NY | 10601 | 815309615 | Healthcare Serv. | NY | NA | C Corp | Yes (true) | ||||
| Charitable Remainder Trust (4) | |||||||||||||
| Charit Remr Trust | NY | NA | Trust | Yes (true) | |||||||||
| CRHT ACQUISITION INC | |||||||||||||
| 555 SOUTH BROADWAY BLDG A FL 1 | TARRYTOWN | NY | 10591 | 815220651 | HOLDING COMPANY | NY | NA | C CORP | Yes (true) | ||||
| QUANTUM BIOTHERAPEUTICS LLC | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 611793667 | INACTIVE | NY | MMAHS | C CORP | Yes (true) | $0 | $0 | 0.49000 | |
| WHITE PLAINS PHYSICIAN MEDICAL SERV PC | |||||||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830519787 | Inactive | NY | NA | C CORP | Yes (true) | ||||
| EAST POST ROAD MEDICAL SERVICES PC | |||||||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830535258 | Healthcare Serv. | NY | NA | C CORP | Yes (true) | ||||
| EAST POST ROAD PHYSICIAN SERVICES PC | |||||||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830563325 | INACTIVE | NY | NA | C CORP | Yes (true) | ||||
| DAVIS AVENUE MEDICAL SERVICES PC | |||||||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 830579310 | INACTIVE | NY | NA | C CORP | Yes (true) | ||||
| WPH HOLDINGS INC | |||||||||||||
| DAVIS AVENUE AT EAST POST ROAD | WHITE PLAINS | NY | 10601 | 833893119 | HOLDING COMPANY | NY | NA | C CORP | Yes (true) | ||||
| Innovator Acquisition Corp | |||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 833394059 | Holding Company | NY | NA | C Corp | Yes (true) | ||||
| PY DEVELOPMENT CORP | |||||||||||||
| 41 EAST POST ROAD DAVIS AVE | WHITE PLAINS | NY | 10601 | 863880241 | REIT | NY | REIT | Yes (true) | N/A | ||||
| SPECIALTY SURGEONS OF CONNECTICUT PC | |||||||||||||
| 555 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | 871352135 | HEALTHCARE | CT | C CORP | Yes (true) | N/A | ||||
| CMO THE CARE MANAGEMENT COMPANY LLC | |||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | 133991307 | MANAGED CARE | NY | C CORP | Yes (true) | N/A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Montefiore Medical Center | ||
| L | $25,151,066 | Cost |
| Montefiore New Rochelle Hospital | ||
| L | $842,238 | Cost |
| Montefiore Mount Vernon Hospital | ||
| L | $361,771 | Cost |
| Schaffer Extended Care Center | ||
| L | $75,497 | Cost |
| Montefiore Medical Center | ||
| P | $5,961,869 | cost |
| Montefiore Medical Center | ||
| Q | $4,760,254 | cost |
| Montefiore Medical Center | ||
| S | $330,228 | cost |