2022-11-14T13:18:16-06:00 2021-12-31 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2021-01-01 210634964 BACHARACH INSTITUTE FOR REHABILITATION % SHAWN RYAN BACH 6097485490 61 W JIMMIE LEEDS ROADPOBOX 723 POMONA NJ 08240 SHAWN RYAN CFO 6097485490 2022-11-14 true SHAWN RYAN 000000000 SCOTT J MARIANI P00642486 9738989494 2 2021 2022-09-23 18:48:47Z BETH HOFFMAN PT MS 61 WEST JIMMIE LEEDS ROAD POMONA NJ 082400723 41778859 false X WWW.BACHARACH.ORG X 1924 NJ RESTORING INDEPENDENCE AND WELL-BEING THROUGH QUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. 18 15 419 15 0 0 1936771 190847 32638565 34763615 1387457 1258740 55762 38727 36018555 36251929 2123 0 0 0 34791659 29330861 0 0 0 10367287 9888468 45161069 39219329 -9142514 -2967400 78385042 75857509 13251648 11356793 65133394 64500716 RESTORING INDEPENDENCE AND WELL-BEING THROUGH QUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 29339833 0 34763615 EXPENSES INCURRED IN PROVIDING INPATIENT ACUTE-CARE, OUTPATIENT AND SKILLED NURSING HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. FOR ADDITIONAL INFORMATION, PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATIONS COMMUNITY BENEFIT INFORMATION. 29339833 true true false true false false false false false true true false true false true true true false false false false false false false false false true true false false true true false false false false false false false false false false false false false false false true true true false false true 64 0 true 419 true false false false false false false false false false false false false X 18 15 true false false false false true true true true false false true true true true true true true true false NJ X X SHAWN RYAN 6097485490 61 WEST JIMMIE LEEDS ROAD PO BOX POMONA NJ 08240 X CRAIG J ANMUTH DO MEDICAL DIRECTOR 55.0 0.0 X 357480 0 9264 RICHARD J KATHRINS PHD TRUSTEE-PRES/CEO (1/1 - 8/31) 55.0 0.0 X X 320059 0 10191 MARIANNE STURR MD PHYSIATRIST 55.0 0.0 X 268520 0 22075 WEI XU MD PHYSIATRIST 55.0 0.0 X 248533 0 39993 SHEHNAZ RUPSEE RN REGISTERED NURSE 55.0 0.0 X 242469 0 39863 DARSHANA CHOKSI RN REGISTERED NURSE 55.0 0.0 X 228677 0 35191 SALVATORE RUSSOMANO MD PHYSIATRIST 55.0 0.0 X 212513 0 36838 BETH HOFFMAN PT MS PRESIDENT/CEO (EFF 9/1/2021) 55.0 0.0 X 206649 0 31853 SHAWN RYAN CHIEF FINANCIAL OFFICER 55.0 0.0 X 185815 0 7105 KIMBERLEY CORNELY CNO/VP PATIENT SERVICES 55.0 0.0 X 157279 0 34225 JEANNE D VUKSTA FORMER OFFICER 55.0 0.0 X 153948 0 28099 DIANE S CROSHAW TRUSTEE-COO/VP HUMAN RESOURCES 55.0 0.0 X X 161569 0 5895 ROY GOLDBERG VICE CHAIRMAN - TRUSTEE 1.0 0.0 X X 47629 0 20658 PHILIP J PERSKIE ESQ CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 RONALD G ROSSI SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 PHILIP DIBERARDINO TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 TOM BALLANCE TRUSTEE 1.0 0.0 X 0 0 0 DAVID BLECKER MD TRUSTEE 1.0 0.0 X 0 0 0 DAVID COSKEY TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL FEDORKO TRUSTEE 1.0 0.0 X 0 0 0 FRANCIS X FEE TRUSTEE 1.0 0.0 X 0 0 0 EDWARD KLINE TRUSTEE 1.0 0.0 X 0 0 0 ELLIOT M KRAUS MD TRUSTEE - MED STAFF PRESIDENT 1.0 0.0 X 0 0 0 ROSALIND KRAUSE TRUSTEE 1.0 0.0 X 0 0 0 JAMES G LOWE MD TRUSTEE 1.0 0.0 X 0 0 0 ROBERT MAIRONE TRUSTEE 1.0 0.0 X 0 0 0 CORNELIUS MCPEAK JR TRUSTEE 1.0 0.0 X 0 0 0 LAWRENCE J NAAME MD TRUSTEE 1.0 0.0 X 0 0 0 2791140 0 321250 65 true true false ATLANTICARE REGIONAL MEDICAL CENTER 65 WEST JIMMIE LEEDS ROAD POMONA NJ 08240 PHARMACY/MEDICAL 647739 CERNER CORPORATION PO BOX 959156 ST LOUIS MO 631959156 SOFTWARE MAINTENANCE 405026 MEDHOST DIRECT INC 6550 CARTHERS PARKWAY SUITE 100 FRANKLIN TN 37067 SOFTWARE MAINTENANCE 188361 CAPALDI REYNOLDS PELOSI PA 323 TILTON ROAD NORTHFIELD NJ 08225 ACCOUNTING/AUDIT 126091 HCSC LAUNDRY PO BOX 25092 LEHIGH VALLEY PA 18002 LAUNDRY 103575 5 185583 5264 190847 NET PATIENT SERVICE REVENUE 622310 31868467 31868467 OTHER HEALTHCARE RELATED REVENUE 622310 2895148 2895148 34763615 433866 433866 0 0 0 0 0 6351804 5526930 824874 824874 824874 0 0 0 0 0 0 0 0 0 CAFETERIA & VENDING 722310 38727 38727 38727 36251929 34763615 1297467 0 0 0 0 1555672 1214994 340678 0 21196497 16554661 4641836 567275 443047 124228 4297460 3356356 941104 1713957 1338616 375341 0 239555 87200 152355 140053 50980 89073 16482 16482 0 77666 77666 2157106 785201 1371905 24000 8736 15264 609488 533504 75984 731299 266198 465101 0 1430558 949776 480782 33242 33242 0 0 101188 88189 12999 0 1683120 1520205 162915 761522 685370 76152 MEDICAL SUPPLIES 1697090 1340701 356389 0 REPAIRS & MAINTENANCE 114550 101080 13470 0 DUES & SUBSCRIPTIONS 44791 9436 35355 0 RECRUITMENT 15337 5583 9754 0 11421 11421 39219329 29339833 9879496 0 3943384 2875203 0 0 0 0 5601078 4723715 0 0 0 0 0 0 735902 275464 853296 1521131 42250939 31807430 11400118 10443509 0 0 0 0 53618901 54443635 630415 630415 1601948 944437 78385042 75857509 4421054 5105720 0 0 0 0 3267371 3229915 0 0 0 0 0 0 0 0 5563223 3021158 13251648 11356793 X 59725940 58630024 5407454 5870692 65133394 64500716 78385042 75857509 X -2967400 83206 2251516 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 9766 false true 6716 16482 false SCHEDULE C, PART II-B; LINES 1G & 1I THE ORGANIZATION IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION, AMERICAN HOSPITAL ASSOCIATION, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EFFORTS PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $6,716 IN 2021. IN ADDITION, THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS PRESIDENT/CHIEF EXECUTIVE OFFICER TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $9,766 IN 2021. 3955569 383889 4339458 3730664 224905 3955569 3366951 363713 3730664 3748559 -381608 3366951 3436131 312428 3748559 1.00000 false false 21439175 16506352 4932823 5542482 3996260 1546222 14421964 11304818 3117146 847318 847318 10443509 CASH & SHORT-TERM INVESTMENTS 647382 F CERTIFICATE OF DEPOSIT 93500 F STOCKS & EXCHANGE TRADED FUNDS 11807059 F FIXED INCOME FUNDS 2558117 F INVESTMENT IN BIR FOUNDATION 35531329 F INTEREST IN CHARITABLE TRUSTS 3806248 F 54443635 0 DUE TO CONTRACTING AGENCIES 3021158 3021158 X 35985575 186453 186453 35799122 77666 375141 452807 36251929 39141663 39141663 77666 77666 39219329 SCHEDULE D, PART V ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2021 AND DECEMBER 31, 2020; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2021 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S BENFICIAL INTEREST IN CHARITABLE TRUSTS: BENEFICIAL INTEREST IN CHARITABLE TRUSTS ---------------------------------------- THE HOSPITAL MEASURES ITS BENEFICIAL INTEREST IN CHARITABLE TRUSTS BY USING THE FAIR VALUE OF THE ASSETS CONTRIBUTED TO THE TRUSTS. THE FAIR VALUE AS OF DECEMBER 31, 2021 AND 2020 WAS $3,806,248 AND $3,422,359, RESPECTIVELY. THE CHANGE IN VALUES OF THE BENEFICIAL INTEREST IN CHARITABLE TRUSTS WAS $383,889 AND $224,905 FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, RESPECTIVELY. SCHEDULE D, PART X, LINE 2 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2021 AND DECEMBER 31, 2020; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2021 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): MANAGEMENT HAS EVALUATED UNCERTAIN TAX POSITIONS TAKEN BY THE HOSPITAL. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITY. THE HOSPITAL HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON SCHEDULE D, PART XI, LINE 1 BUT NOT ON FORM 990, PART VII, LINE 12 INCLUDE THE FOLLOWING: - NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATIONS - $186,453. SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON SCHEDULE D, PART XI, LINE 1 INCLUDE THE FOLLOWING: - DONOR RESTRICTED INVESTMENT INCOME - $39,124; - DONOR RESTRICTED CONTRIBUTIONS - $295; - HHS AND NJHA GRANTS - $185,583; - DONOR RESTRICTED NET REALIZED GAINS ON INVESTMENTS - $150,139. true true X true X true X 500. true true false false 98362 98362 0.00250 223953 208140 15813 0.00040 322315 208140 114175 0.00290 3760 3760 0.00010 176490 176490 0.00450 2123 2123 0.00010 182373 182373 0.00470 504688 208140 296548 0.00760 false 431000 8926 12506041 12359162 146879 X true true 1 1 BACHARACH INSTITUTE FOR REHAB 61 JIMMIE LEEDS ROAD PO BOX 723 POMONA NJ 082400723 WWW.BACHARACH.ORG 20125 X 1 BACHARACH INSTITUTE FOR REHABILIATION 1 false false true X X X X X X X X X 19 true false false true X WWW.BACHARACH.ORG X X true 19 true WWW.BACHARACH.ORG false true X 100 500. X X X X true true X X X true X WWW.BACHARACH.ORG X WWW.BACHARACH.ORG X WWW.BACHARACH.ORG X X X X X X true X false X X X false X X false false SCHEDULE H, PART V, SECTION B, QUESTION 5 IN ITS MOST RECENTLY CONDUCTED CHNA THE ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED BY THE HOSPITAL FACILITY. IN AN EFFORT TO RECEIVE INPUT BY THE MEMBERS OF THEIR PRIMARY SERVICE AREA, THE ORGANIZATION DISTRIBUTED A SURVEY IN JULY AND AUGUST OF 2019. THE HOSPITAL COLLECTED DATA BY OFFERING THE SAME SURVEY IN TWO DIFFERENT FORMATS, AN ELECTRONIC SURVEY AND A PAPER SURVEY. THE PAPER SURVEY WAS OFFERED TO BACHARACH OUTPATIENTS AND TO VISITORS, AS WELL AS AT COMMUNITY EVENTS SUCH AS SCREENINGS AND HEALTH FAIRS. THE ELECTRONIC VERSION WAS OFFERED TO BACHARACH'S EMAIL DISTRIBUTION LIST AND WAS ALSO AVAILABLE ON THE BACHARACH WEBSITE. THE SURVEY INCLUDED QUESTIONS ABOUT THE RESPONDENT'S ZIP CODE, DISABILITY STATUS, PERCEIVED BARRIERS TO SERVICES, ACCESSIBILITY AND SO ON. THE ORGANIZATION'S CHNA COMMITTEE, WHICH INCLUDED VARIOUS COMMUNITY STAKEHOLDERS, CONSULTED WITH REPRESENTATIVES FROM ATLANTICARE REGIONAL MEDICAL CENTER AND SHORE MEDICAL CENTER. ADDITIONALLY, BACHARACH SEEKED INPUT FROM THE ATLANTIC COUNTY GOVERNMENT, INCLUDING THE INTERGENERATION SERVICES, TRANSPORTATION DEPARTMENT AND THE DIVISION OF PUBLIC HEALTH. STOCKTON UNIVERSITY OFFICIALS, PARTICULARLY THE WELLNESS OFFICE AND THE COORDINATOR OF SERVICES FOR STUDENTS WITH DISABILITIES WERE ALSO UTILIZED AS RESOURCES FOR THE PREPARATION OF THE ORGANIZATION'S MOST RECENTLY CONDUCTED CHNA. SCHEDULE H, PART V, SECTION B, QUESTION 6B THE ORGANIZATION'S MOST RECENT CHNA WAS CONDUCTED SOLELY BY BACHARACH INSTITUTE FOR REHABILIAITON. HOWEVER, WITHIN THE 561 SQUARE MILES OF ATLANTIC COUNTY ARE MANY ORGANIZATIONS THAT WORK CLOSELY WITH THE ORGANIZATION, IN ONE FASHION OR ANOTHER, TO HELP IDENTIFY AND ADDRESS THE HEALTH NEEDS OF ITS COMMUNITY. THE ORGANIZATION'S COMMUNITY PARTNERS INCLUDE THE FOLLOWING: - ATLANTIC COUNTY TRANSPORTATION, AND TRANSATLANTIC - ATLANTIC COUNTY INTERGENERATIONAL SERVICES - ATLANTICARE HEALTH SYSTEM - JEWISH FAMILY SERVICE - OCEANFIRST FOUNDATION - SOUTHERN REGIONAL EMERGENCY PREPAREDNESS CONSORTIUM - SOUTH JERSEY INDUSTRIES SOCIAL INVESTMENT PROGRAM - WALMART FOUNDATION - RUTH NEWMAN SHAPIRO HEART AND CANCER FUND SCHEDULE H, PART V, SECTION B, QUESTION 7A DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE ORGANIZATION'S HOME PAGE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.BACHARACH.ORG/IMPORTANT-INFORMATION-AND-POLICIES-BACHARACH/ SCHEDULE H, PART V, SECTION B, QUESTION 7D IN ADDITION TO BEING MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE, THE ORGANIZATION'S CHNA WAS DISTRIBUTED IN WAITING AREAS AT THE HOSPITAL FACILITY AND AT VARIOUS COMMUNITY HEALTH EVENTS AND MEETINGS. SCHEDULE H, PART V, SECTION B, QUESTION 10A DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10A, IS THE ORGANIZATION'S HOME PAGE. THE ORGANIZATION'S IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.BACHARACH.ORG/IMPORTANT-INFORMATION-AND-POLICIES-BACHARACH/ SCHEDULE H, PART V, SECTION B, QUESTION 11 USING BOTH PRIMARY AND SECONDARY DATA RESOURCES AND CONDUCTING SURVEYS, THEMES BEGAN TO EMERGE REGARDING THE NEEDS OF ATLANTIC COUNTY RESIDENTS TRYING TO RETURN TO INDEPENDENT LIVING IN THE COMMUNITY AFTER REHABILITATION. STRATEGIC INITIATIVES --------------------- AS A RESULT OF THE ORGANIZATION'S CHNA THE FOLLOWING STRATEGIC INITIATIVES WERE DEVELOPED. IN AN EFFORT TO ENSURE THAT NO PATIENT IS DENIED MEDICAL REHABILITATION SERVICES DUE TO A LACK OF TRANSPORTATION. THE ORGANIZATION PLANS TO: - PROVIDE FREE TRANSPORTATION TO OUTPATIENT THERAPIES WITHIN A 20 MILE RADIUS FOR PATIENTS WITHOUT OTHER TRANSPORTATION OPTIONS; - WORK WITH TRANSATLANTIC PARTNERS TO IDENTIFY EFFICIENCIES AND ELIMINATE DUPLICATION OF SERVICES; - WRITE GRANTS AND SEEK FUNDING FOR VEHICLES WHENEVER POSSIBLE TO KEEP THE PROGRAM VIABLE; - PRIORITIZE TRANSPORTATION FOR LOW-INCOME, DISABLED AND ELDERLY PATIENTS; - EDUCATE STAKEHOLDERS SUCH AS PRIMARY CARE PHYSICIANS, NURSE PRACTITIONERS AND CASE MANAGERS; AND - COLLABORATE WITH COMMUNITY PARTNERS. OTHER COMMUNITY NEEDS ADDRESSED BY HOSPITAL PROGRAMS ---------------------------------------------------- BACHARACH OFFERS A WIDE VARIETY OF COMMUNITY BENEFIT PROGRAMS OTHER THAN THOSE LISTED IN THE INITIATIVES ABOVE. BACHARACH SUPPORTS CONTINUING EDUCATION FOR ITS EMPLOYEES AND ALSO PROMOTES IN-HOUSE EDUCATION FOR STAFF IN THE FORM OF PHYSICIAN LECTURES AND GUEST SPEAKERS CONVERSANT WITH NEW TECHNOLOGIES IN THERAPY PRODUCTS AND APPLICATIONS. TO THE COMMUNITY, THE ORGANIZATION OFFERS HEARING SCREENINGS AT HEALTH FAIRS, INCLUDING ITS ABILITY FAIR. THE HOSPITAL ALSO HAS A SCREENING PROGRAM FOR BALANCE PROBLEMS AND FALL PREVENTION. PEOPLE AT RISK ARE DIRECTED TO THE EVIDENCE BASED OTAGO FALL PREVENTION AND EXERCISE PROGRAM. ATLANTIC COUNTY INTERGENERATIONAL SERVICES HAS FUNDING TO UNDERWRITE CARE FOR THOSE WHO ARE UNDERINSURED OR UNINSURED. THROUGH ATLANTIC COUNTY, THE ORGANIZATION OFFERS AN AQUATIC EXERCISE CLASS FOR SENIORS WITH ARTHRITIS. THE COUNTY COVERS THE COST OF THE CLASS, WHICH IS $10 PER CLASS. ADDITIONALLY, IN PARTNERSHIP WITH ATLANTIC COUNTY, BACHARACH OFFERS PHASE III CARDIAC REHABILITATION AT NO COST. THIS IS A MAINTENANCE PROGRAM THAT INSURANCE DOES NOT COVER, AND IT COSTS $45 PER MONTH. FOR MANY, $45 IS A HARDSHIP. ATLANTIC COUNTY COVERS THE COST FOR ELIGIBLE ATLANTIC COUNTY RESIDENTS OVER 60 YEARS OF AGE. BACHARACH SENDS OUT A QUARTERLY NEWSLETTER TO MORE THAN 10,000 PEOPLE IN SOUTHERN NEW JERSEY WITH INFORMATION ABOUT THE HOSPITALS CLINICIANS, PROGRAMS AND SERVICES. BACHARACH PROVIDES MEETING SPACE TO MANY GROUPS SUCH AS ALCOHOLICS ANONYMOUS, BRAIN INJURY ASSOCIATION OF NEW JERSEY BRAIN INJURY SUPPORT GROUP, AND THE SOUTH JERSEY SPINAL CORD INJURY GROUP. THE ORGANIZATION ALSO HAS SPEAKERS THAT PROVIDE EDUCATION ON HEARING LOSS AND HEARING INSTRUMENTS. EXPERTS FROM THE BACHARACH STAFF APPEAR ON RADIO TO SHARE INFORMATION ABOUT SERVICES AND PROGRAMS AS WELL AS TO DISCUSS PREVENTION AND MAKING HEALTHY AND SAFE CHOICES. NEEDS BEYOND THE HOSPITAL'S MISSION OR SERVICE PROGRAMS ------------------------------------------------------- ATLANTIC COUNTY HAS A LARGE AND VARIED POPULATION WITH A VARIETY OF NEEDS. MANY OF THE PROACTIVE PROGRAMS AND SERVICES THAT WOULD BE OF BENEFIT TO THIS POPULATION ARE ALREADY IN PLACE OR UNDER CONSIDERATION BY THE TWO ACUTE CARE HOSPITAL SYSTEMS IN THE COUNTY, ATLANTICARE AND SHORE MEDICAL CENTER. BOTH OFFER A MYRIAD OF SCREENINGS, SUPPORT GROUPS AND HEALTH EDUCATION CLASSES INCLUDING BLOOD PRESSURE SCREENINGS, CHILDBIRTH AND PARENTING CLASSES, WELLNESS CLASSES, SMOKING CESSATION, PHYSICIAN PRESENTATIONS, WEIGHT-LOSS CLINICS, JOINT REPLACEMENT PREPARATION, AND SO ON. THEY ARE LARGE COMMUNITY HOSPITALS WITH AMPLE RESOURCES AND ARE COMMITTED TO DISEASE PREVENTION AND EDUCATION IN OUR COUNTY. SCHEDULE H, PART V, SECTION B, QUESTION 13H THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES. SCHEDULE H, PART V, SECTION B, QUESTION 16 DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE ORGANIZATION'S HOME PAGE. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED BY CLICKING ON THE "FINANCIAL AID POLICY" WITHIN THE "QUICK LINKS" SECTION OF THE ORGANIZATION'S HOMEPAGE. 14 BIR - MAYS LANDING 5429 MAYS LANDING ROAD MAYS LANDING NJ 08330 OUTPATIENT REHAB FACILITY BIR - CAPE MAY COURT HOUSE 601 ROUTE 9 SOUTH CAPE MAY COURT HOUSE NJ 08204 OUTPATIENT REHAB FACILITY BIR - ATLANTIC CITY 1401 ATLANTIC AVENUE ATLANTIC CITY NJ 08401 OUTPATIENT REHAB FACILITY BIR - LINWOOD 601 NEW ROAD LINWOOD NJ 08221 OUTPATIENT REHAB FACILITY BIR - AUDIOLOGY 436 CHRIS GAUPP DRIVE SUITE 103 GALLOWAY NJ 08205 OUTPATIENT REHAB FACILITY BIR - TUCKERTON 345 EAST MAIN STREET SUITE 200 TUCKERTON NJ 08087 OUTPATIENT REHAB FACILITY BIR - VINELAND 3600 EAST LANDIS AVENUE UNIT 14 VINELAND NJ 08361 OUTPATIENT REHAB FACILITY BIR - MARMORA 4 WEST ROOSEVELT BOULEVARD UNIT 9 MARMORA NJ 08223 OUTPATIENT REHAB FACILITY BIR - NORTH CAPE MAY 3860 BAYSHORE ROAD UNIT F NORTH CAPE MAY NJ 08204 OUTPATIENT REHAB FACILITY BIR - OCEAN CITY NORTH 1555 HAVEN AVENUE OCEAN CITY NJ 08226 OUTPATIENT REHAB FACILITY BIR - MARGATE 501 NORTH JEROME AVENUE MARGATE NJ 08402 OUTPATIENT REHAB FACILITY BIR - SOMERS POINT AUDIO 647 SHORE ROAD SOMERS POINT NJ 08244 OUTPATIENT REHAB FACILITY BIR - BRIGANTINE 3201 BRIGANTINE AVENUE BRIGANTINE NJ 08203 OUTPATIENT REHAB FACILITY BIR - MANAHAWKIN 691 MILL CREEK ROAD SUITE 12 MANAHAWKIN NJ 08050 OUTPATIENT REHAB FACILITY SCHEDULE H, PART I, LINE 3C BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") PROVIDES UNCOMPENSATED CARE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. FINANCIAL ASSISTANCE IS AWARDED ON A FIRST REQUEST, FIRST SERVED BASIS TO ELIGIBLE PATIENTS UNTIL BACHARACH'S ANNUAL COMPLIANCE LEVEL IS MET. THE ANNUAL COMPLIANCE LEVEL IS DETERMINED YEARLY. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE ADMINISTRATIVE CHARITY FUND IF THEY MEET THE FOLLOWING CRITERIA: 1. HEALTHCARE SERVICES CRITERIA; 2. RESIDENCY CRITERIA; AND 3. INCOME CRITERIA. HEALTHCARE SERVICES CRITERIA: THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES. RESIDENCY CRITERIA: IN ORDER TO BE ELIGIBLE PATIENTS MUST BE ATLANTIC OR CAPE MAY COUNTY (NEW JERSEY) RESIDENTS, UNDOCUMENTED ALIENS, OR MIGRANTS LIVING IN NEW JERSEY WHILE RECEIVING CARE. INCOME CRITERIA: PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 100% OF FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% ADMINISTRATIVE CHARITY FUND ASSISTANCE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 100% BUT LESS THAN 200% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE. ADDITIONALLY, BACHARACH ADHERES TO THE RULES SET FORTH IN PUBLIC LAW 2008, CHAPTER 60, NEW JERSEY UNINSURED DISCOUNT, WHEREIN ALL UNINSURED PATIENTS WITH FAMILY GROSS INCOME LESS THAN 500% OF FPG WILL BE ELIGIBLE FOR DISCOUNTED CARE UNDER THIS PROGRAM. UNDER THIS PROGRAM AN ELIGIBLE PATIENT WILL BE CHARGED AN AMOUNT NO GREATER THAN 115% OF THE APPLICABLE PAYMENT RATE UNDER THE FEDERAL MEDICARE PROGRAM FOR THE HEALTHCARE SERVICES RENDERED. PURSUANT TO INTERNAL REVENUE CODE 501(R)(5), IN THE CASE OF MEDICALLY NECESSARY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL NOT BE CHARGED MORE THAN AN INDIVIDUAL WHO HAS INSURANCE COVERING SUCH CARE. ALL PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY MAY BE ELIGIBLE FOR THIS DISCOUNT. THIS INCLUDES ALL UNINSURED PATIENTS AND UNDERINSURED PATIENTS WHOSE FAMILY GROSS INCOME IS GREATER THAN 100% BUT LESS THAN 200% OF FPG. THE ORGANIZATION HAS ADOPTED THE LOOK-BACK METHOD TO CALCULATE ITS AMOUNTS GENERALLY BILLED ("AGB") PERCENTAGE. THIS AGB PERCENTAGE IS CALCULATED ANNUALLY BASED ON ALL CLAIMS ALLOWED BY MEDICARE-FEE-FOR-SERVICE + PRIVATE HEALTH INSURERS OVER A 12 MONTH PERIOD, DIVIDED BY THE GROSS CHARGES ASSOCIATED WITH THESE CLAIMS. THE APPLICABLE AGB % WILL BE APPLIED TO GROSS CHARGES TO DETERMINE THE AGB. ADDITIONAL INFORMATION PERTAINING TO THE AGB PERCENTAGE AND HOW THAT PERCENTAGE WAS CALCULATED IS AVAILABLE UPON REQUEST AND FREE OF CHARGE. ANY INDIVIDUAL DETERMINED TO BE FAP-ELIGIBLE WILL NOT BE CHARGED MORE THAN AGB FOR MEDICALLY NECESSARY HEALTHCARE SERVICES PURSUANT TO INTERNAL REVENUE CODE 501(R)(5). IN ADDITION, ANY FAP-ELIGIBLE INDIVIDUAL WILL ALWAYS BE CHARGED THE LESSER OF AGB OR ANY DISCOUNTED RATE AVAILABLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. SCHEDULE H, PART I; QUESTION 6A NOT APPLICABLE. SCHEDULE H, PART I; QUESTION 7 THE ORGANIZATION UTILIZED WORKSHEET 2 TO CALCULATE THE COST TO CHARGE RATIO. SCHEDULE H, PART III, SECTION A; QUESTION 1 HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NUMBER 15 ("STATEMENT 15") PROVIDES GUIDELINES FOR DISTINGUISHING CHARITY CARE FROM BAD DEBT EXPENSE. STATEMENT 15 REQUIRES THAT CHARITY CARE IS NOT RECOGNIZED AS RECEIVABLE OR REVENUE IN THE FINANCIAL STATEMENTS. STATEMENT 15 FURTHER EXPLAINS THAT SELF-PAY PATIENTS THAT DO HAVE A REASONABLE LIKELIHOOD OF PAYMENT SHOULD BE REPORTED AS CHARITY CARE AND NOT BAD DEBT EXPENSE. THE HOSPITAL GENERALLY FOLLOWS THE GUIDELINES OUTLINED IN STATEMENT 15. IN CERTAIN INSTANCES, IT IS UNLIKELY THAT UNINSURED PATIENTS WILL PAY FOR THE SERVICES RENDERED, BUT THEY DO NOT QUALIFY FOR FINANCIAL ASSISTANCE DUE TO LACK OF PATIENT COOPERATION OR OTHER REASONS. THE HOSPITAL PURSUES COLLECTION OF THESE AMOUNTS AND UNPAID BALANCES ARE REPORTED AS BAD DEBT EXPENSE. UNDER STATEMENT 15, THESE AMOUNTS WOULD BE RECORDED AS CHARITY CARE RATHER THAN BAD DEBT EXPENSE AND THIS IS THE RATIONALE FOR OUR RESPONSE: "NO". SCHEDULE H, PART III, SECTION A; QUESTIONS 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION ESTIMATES THAT ROUGHLY 3.5% OF ITS BAD DEBT EXPENSE IS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION PREPARES AND ISSUES AUDITED FINANCIAL STATEMENTS. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION. PATIENT ACCOUNTS RECEIVABLE --------------------------- PATIENT ACCOUNTS RECEIVABLE IS REPORTED AT THE NET REALIZABLE VALUE. ACCOUNTS ARE WRITTEN OFF WHEN THEY ARE DETERMINED TO BE UNCOLLECTIBLE BASED UPON MANAGEMENT'S ASSESSMENT OF INDIVIDUAL ACCOUNTS. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IS ESTIMATED BASED UPON A PERIODIC REVIEW OF THE ACCOUNTS RECEIVABLE AGING AND APPLICATION OF ESTABLISHED WRITE-OFF PERCENTAGES. NET PATIENT SERVICE REVENUE --------------------------- NET PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE HOSPITAL EXPECTS TO BE ENTITLED FOR PROVIDING PATIENT CARE. THESE AMOUNTS ARE DUE FROM THIRD-PARTY PAYORS, PATIENTS, AND OTHERS AND INCLUDE VARIABLE CONSIDERATION FROM RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENT OF REVIEWS AND AUDITS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS, AS FINAL SETTLEMENTS ARE DETERMINED. CONTRACTS, LAWS AND REGULATIONS GOVERNING THE MEDICARE PROGRAM ARE COMPLEX AND SUBJECT TO INTERPRETATION. THUS, THERE IS AT LEAST A REASONABLE POSSIBILITY THAT RECORDED ESTIMATES MAY CHANGE BY A MATERIAL AMOUNT IN THE NEAR TERM. GENERALLY, THE HOSPITAL BILLS THE THIRD-PARTY PAYORS AND PATIENTS SEVERAL DAYS AFTER THE SERVICES ARE PERFORMED OR SHORTLY AFTER DISCHARGE. REVENUE IS RECOGNIZED AS PERFORMANCE OBLIGATIONS ARE SATISFIED. PERFORMANCE OBLIGATIONS ARE DETERMINED BASED ON THE NATURE OF THE SERVICES PROVIDED BY THE HOSPITAL. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED OVER TIME IS RECOGNIZED BASED ON ACTUAL CHARGES INCURRED IN RELATION TO TOTAL EXPECTED OR ACTUAL CHARGES. THE HOSPITAL BELIEVES THAT THIS METHOD PROVIDES A REASONABLE DEPICTION OF THE TRANSFER OF SERVICES OVER THE TERM OF THE PERFORMANCE OBLIGATIONS BASED ON THE INPUTS NEEDED TO SATISFY THE OBLIGATION. GENERALLY, PERFORMANCE OBLIGATIONS THAT ARE SATISFIED OVER TIME RELATE TO PATIENTS RECEIVING INPATIENT ACUTE AND SUB-ACUTE CARE SERVICES. THE HOSPITAL MEASURES THE PERFORMANCE OBLIGATIONS FROM ADMISSION INTO THE HOSPITAL TO THE POINT WHEN IT IS NO LONGER REQUIRED TO PROVIDE SERVICES TO THAT PATIENT, WHICH IS GENERALLY AT THE TIME OF DISCHARGE. THESE SERVICES ARE CONSIDERED TO BE A SINGLE PERFORMANCE OBLIGATION. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED AT A POINT IN TIME IS RECOGNIZED WHEN SERVICES ARE PROVIDED AND THE HOSPITAL DOES NOT BELIEVE IT IS REQUIRED TO PROVIDE ADDITIONAL SERVICES TO THE PATIENT. BECAUSE ALL OF ITS PERFORMANCE OBLIGATIONS RELATE TO CONTRACTS WITH A DURATION OF LESS THAN ONE YEAR, THE HOSPITAL HAS ELECTED TO APPLY THE OPTIONAL EXEMPTION PROVIDED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARD CODIFICATION ("ASC") 606-10-50-14(A) AND, THEREFORE, IS NOT REQUIRED TO DISCLOSE THE AGGREGATE AMOUNT OF THE TRANSACTION PRICE ALLOCATED TO PERFORMANCE OBLIGATIONS THAT ARE UNSATISFIED AT THE END OF THE REPORTING PERIOD. THE UNSATISFIED OR PARTIALLY UNSATISFIED PERFORMANCE OBLIGATIONS REFERRED TO ABOVE ARE PRIMARILY RELATED TO INPATIENT ACUTE AND SUB-ACUTE CARE SERVICES AT THE END OF THE REPORTING PERIOD. THE PERFORMANCE OBLIGATIONS FOR THESE CONTRACTS ARE GENERALLY COMPLETED WHEN THE PATIENTS ARE DISCHARGED, WHICH GENERALLY OCCURS WITHIN DAYS OR WEEKS OF THE END OF THE REPORTING PERIOD. THE TRANSACTION PRICE IS BASED ON STANDARD CHARGES FOR SERVICES PROVIDED TO PATIENTS, REDUCED BY APPLICABLE CONTRACTUAL ADJUSTMENTS, DISCOUNTS TO UNDER AND UNINSURED PATIENTS, AND IMPLICIT PRICING CONCESSIONS. THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNT ARE BASED ON CONTRACTUAL AGREEMENT, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVES HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGMENT. ACCOUNT BALANCES ARE WRITTEN OFF AS AN IMPLICIT PRICING CONCESSION WHEN MANAGEMENT BELIEVES IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. THE HOSPITAL HAS ELECTED TO APPLY THE PRACTICAL EXPEDIENT ALLOWED UNDER FASB ASC 606-10-10-4 FOR APPLYING THE NEW REVENUE STANDARD TO A PORTFOLIO OF CONTRACTS WITH SIMILAR CHARACTERISTICS. THE HOSPITAL ACCOUNTS FOR THE CONTRACTS WITHIN EACH PORTFOLIO AS A COLLECTIVE GROUP, RATHER THAN INDIVIDUAL CONTRACTS, BASED ON THE PAYMENT PATTERN EXPECTED IN EACH PORTFOLIO CATEGORY AND THE SIMILAR NATURE AND CHARACTERISTICS OF THE PATIENTS WITHIN EACH PORTFOLIO. THE PORTFOLIOS CONSIST OF MAJOR PAYOR CLASSES FOR INPATIENT REVENUE AND OUTPATIENT REVENUE. BASED ON HISTORICAL COLLECTION TRENDS AND OTHER ANALYSIS, BIR HAS CONCLUDED THAT REVENUE FOR A GIVEN PORTFOLIO WOULD NOT BE MATERIALLY DIFFERENT THAN IF ACCOUNTING FOR REVENUE ON A CONTRACT-BY-CONTRACT BASIS. THE HOSPITAL HAS ELECTED TO APPLY THE PRACTICAL EXPEDIENT ALLOWED UNDER FASB ASC 606-10-32-18 FOR THE FINANCING COMPONENT, AS THE PERIOD OF TIME BETWEEN THE SERVICE BEING PROVIDED AND THE TIME THAT THE PATIENT PAYS FOR SERVICE IS TYPICALLY ONE YEAR OR LESS. CHARITY CARE ------------ THE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. SCHEDULE H, PART III, SECTION B; QUESTION 8 MEDICARE COSTS WERE DERIVED FROM THE 2021 MEDICARE COST REPORT. IT IS THE ORGANIZATION'S POSITION THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE" A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. IT IS THE ORGANIZATION'S POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE AMERICAN HOSPITAL ASSOCIATION'S ("AHA") POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA BELIEVED THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO BELIEVE THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE V SCHEDULE H, PART III, SECTION B; QUESTION 9B ACCOUNTS CONSIDERED TO BE CHARITY CARE ARE NOT INCLUDED IN THE BAD DEBT EXPENSE, BUT RATHER, ACCOUNTED FOR AS AN ALLOWANCE. BACHARACH PROVIDES FINANCIAL ASSISTANCE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. BACHARACH OFFERS MEDICALLY NECESSARY HEALTHCARE SERVICES WHICH ALLOW PATIENTS TO RESTORE THEIR INDEPENDENCE AND WELL-BEING. BACHARACH STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE THE MEDICALLY NECESSARY CARE THEY REQUIRE REGARDLESS OF ABILITY TO PAY AND OFFERS FINANCIAL ASSISTANCE IN ORDER TO PROVIDE ADDITIONAL SOURCES OF COVERAGE FOR PATIENTS WHO ARE UNINSURED, UNDERINSURED AND CANNOT AFFORD TO PAY. IT IS THE POLICY OF BACHARACH TO TREAT ALL PATIENTS EQUALLY. ALL DISCHARGED ACCOUNTS ARE AGED AND ONCE CODED AS A PRIVATE PAY ACCOUNT, MEANING THE BALANCE IS DUE FROM THE PATIENT, THEN PUT IN THE MAILER CYCLE. MAILERS ARE PRINTED BY AN OUTSIDE AGENCY ON OR ABOUT THE 15TH OF EVERY MONTH. UNLESS MANUALLY CHANGED, THE MAILERS WILL AGE AND AFTER APPROXIMATELY 3 MAILERS, THE PATIENT ACCOUNT WILL BE REVIEWED TO BE CONSIDERED A BAD DEBT ACCOUNT. WHEN AN ACCOUNT BECOMES A STATUS BAD DEBT, A COLLECTION LETTER IS SENT TO THE GUARANTOR ADVISING THEM IF THE BALANCE IS NOT PAID WITHIN 30 DAYS, IT WILL BE SENT TO AN OUTSIDE COLLECTION AGENCY. AFTER 30 DAYS IF THE BALANCE IS NOT PAID, ANOTHER LETTER IS SENT TO THE GUARANTOR ADVISING THEM THE ACCOUNT IS NOW PLACED WITH AN OUTSIDE COLLECTION AGENCY. ACCOUNTS ARE ALPHABETICALLY SPLIT BETWEEN TWO COLLECTION AGENCIES. THEY EACH HAVE SIX (6) MONTHS TO COLLECT. IF THERE IS NO ACTIVITY IN SIX MONTHS, IT IS THEN DISCONTINUED AND PLACED WITH THE OTHER COLLECTION AGENCY. IF THERE IS NO ACTIVITY FOR SIX MONTHS AFTER THE SECOND PLACEMENT, IT IS WRITTEN-OFF. EACH ACCOUNT IS CODED WITH THE AGENCY NAME, DATE AND AMOUNT AT THE TIME OF PLACEMENT SO IT CAN EASILY BE DETERMINED AT WHAT POINT THE ACCOUNT IS AT ANY TIME. FOLLOW-UP STAFF WILL REVIEW ASSIGNED ACCOUNTS IN CONJUNCTION WITH THEIR JOB RESPONSIBILITIES AND IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF. OTHER BUSINESS OFFICE STAFF MAY IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF AS PART OF THEIR JOB RESPONSIBILITIES. ACCOUNT TRANSACTIONS THAT MEET WRITE-OFF CRITERIA MAY INCLUDE ACCOUNTS WITH BILLING ERRORS THAT RESULT IN NON-PAYMENT FROM A THIRD PARTY THAT CANNOT BE BILLED TO THE PATIENT, PRE-EXISTING CONDITIONS, OR AN INVALID SERVICE. STAFF WILL COLLECT ALL DATA AND SUPPORTING DOCUMENTATION RELATIVE TO THE WRITE-OFF REQUEST. STAFF WILL PREPARE THE UNCOLLECTED ACCOUNTS WRITE-OFF REQUEST WITH A DETAILED EXPLANATION REGARDING THE CIRCUMSTANCES SURROUNDING THE WRITE-OFF AND THE ASSISTANT BUSINESS OFFICE MANAGER WILL ASSIGN THE APPROPRIATE WRITE-OFF CODE AND FORWARD IT TO THE BUSINESS OFFICE MANAGER. THE BUSINESS OFFICE MANAGER WILL REVIEW THE WRITE-OFF REQUEST AND SIGN APPROVAL OR DENIAL. BACHARACH DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") AS DEFINED BY INTERNAL REVENUE CODE 501(R)(6) PRIOR TO THE EXPIRATION OF THE "NOTIFICATION PERIOD". THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD, WHICH BEGINS ON THE DATE OF THE 1ST POST DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS MAY BE INITIATED AGAINST THE PATIENT. SUBSEQUENT TO THE NOTIFICATION PERIOD THE ORGANIZATION, OR ANY THIRD PARTIES ACTING ON THEIR BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. - REFERRAL TO A COLLECTION AGENCY; - DEFERRING, DENYING OR REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF AN INDIVIDUAL'S NONPAYMENT FOR PREVIOUSLY PROVIDED CARE; AND - COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL. BACHARACH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. THE ORGANIZATION WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE. ADDITIONALLY, THE ORGANIZATION WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: (1) THE PATIENT HAS BEEN PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT BACHARACH INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. (2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND (3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. SCHEDULE H, PART VI; QUESTION 2 PLEASE REFER TO THE ORGANIZATION'S RESPONSES TO SCHEDULE H, PART V; SECTION B FOR THE ORGANIZATION'S DESCRIPTION OF HOW IT ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES. SCHEDULE H, PART VI; QUESTION 3 IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) BACHARACH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. (1) BACHARACH'S FINANCIAL ASSISTANCE POLICY ("FAP"), REQUEST FOR DETERMINATION OF ELIGIBILITY FOR THE SUBSIDIZED FUNDING PROGRAM ("APPLICATION") AND PLAIN LANGUAGE SUMMARY ("PLS") ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE ORGANIZATION'S PRIMARY SERVICE AREA. (2) THE FAP, APPLICATION AND PLS ARE ALL POSTED ON BACHARACH'S WEBSITE (WWW.BACHARACH.ORG) AND ARE AVAILABLE FREE OF CHARGE, UPON REQUEST. PATIENTS MAY REQUEST ANY OF THESE DOCUMENTS BY CALLING (609) 748-5454. ADDITIONALLY, PAPER COPIES ARE ALSO AVAILABLE IN VARIOUS AREAS THROUGHOUT THE HOSPITAL FACILITY, WHICH INCLUDE THE ADMISSIONS AND BUSINESS OFFICES. (3) SIGNS OR DISPLAYS, TO INFORM ITS PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, ARE POSTED IN ADMITTING/REGISTRATION DEPARTMENTS. (4) ALL PATIENTS WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. (5) PATIENTS ARE NOTIFIED ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE BIR BILLING STATEMENTS. EACH BILLING STATEMENT INCLUDES CONSPICUOUS WRITTEN NOTICE WHICH INFORMS THE RECIPIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE STATEMENT ALSO INCLUDES THE WEBSITE WHERE AN INDIVIDUAL CAN OBTAIN COPIES OF THE FAP, APPLICATION AND PLS. ADDITIONALLY, IT INCLUDES THE TELEPHONE NUMBER THAT PATIENTS CAN CALL IF THEY HAVE QUESTIONS REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE APPLICATION PROCESS. SCHEDULE H, PART VI; QUESTION 4 BACHARACH IS LOCATED IN THE POMONA SECTION OF GALLOWAY TOWNSHIP, IN ATLANTIC COUNTY. 75% OF BACHARACH'S PATIENTS LIVE IN ATLANTIC COUNTY; 14% LIVE IN CAPE MAY COUNTY, AND THE REMAINING 11% EITHER LIVE IN SOUTHERN OCEAN COUNTY, CUMBERLAND COUNTY, OTHER COUNTIES IN SOUTHERN NEW JERSEY OR BEYOND. OUR NORTHERNMOST PHYSICAL THERAPY CENTER IS IN MANAHAWKIN, OCEAN COUNTY, AND OUR SOUTHERNMOST CENTER IS AT MILE ZERO ON THE GARDEN STATE PARKWAY IN NORTH CAPE MAY. FURTHER WEST WE HAVE A CENTER IN VINELAND, CUMBERLAND COUNTY. IN BETWEEN THERE ARE 15 OTHER SATELLITE CENTERS, TWO HEARING CENTERS AND A SLEEP DISORDERS CENTER. MOST OF OUR PATIENTS LIVE OR VACATION IN SOUTH JERSEY. BECAUSE ATLANTIC, CAPE MAY AND OCEAN COUNTIES HAVE MANY MILES OF BEAUTIFUL BEACHES ALONG THE ATLANTIC OCEAN THE HOSPITALITY INDUSTRY IN THE SUMMER MONTHS IS ONE OF THE MAIN ECONOMIC DRIVERS IN SOUTH JERSEY. THANKS TO OUR WORLD-CLASS BEACHES AND BECAUSE IT IS HOME TO THE SECOND LARGEST CASINO CITY IN AMERICA, ATLANTIC CITY, THE POPULATION OF ATLANTIC COUNTY INCREASES DRAMATICALLY DURING THE SUMMER MONTHS. IN THE RURAL WESTERN PORTIONS OF ATLANTIC COUNTY, THE POPULATION DENSITY IS MUCH LIGHTER THAN IT IS ALONG THE SHORELINE. IN THE WESTERN PORTION OF THE COUNTY FARMING IS COMMON. IN ADDITION, AT THE DAWN OF THE CASINO ERA PINELANDS DEVELOPMENT RESTRICTIONS CREATED SUBSTANTIAL GROWTH IN THREE ATLANTIC COUNTY COMMUNITIES: GALLOWAY TOWNSHIP, EGG HARBOR TOWNSHIP, AND HAMILTON TOWNSHIP. THESE THREE COMMUNITIES BECAME THE HOMETOWNS FOR THOUSANDS OF PEOPLE WHO WORKED IN THE CASINO INDUSTRY AND THE MANY SERVICE INDUSTRIES. OUR SERVICE AREA ENCOMPASSES THE DENSELY POPULATED SHORE TOWNS OF ATLANTIC CITY, VENTNOR, MARGATE AND LONGPORT; SO-CALLED BEDROOM COMMUNITIES ON THE MAINLAND OF SOMERS POINT, LINWOOD, NORTHFIELD AND ABSECON; NEW-GROWTH COMMUNITIES GALLOWAY, EGG HARBOR AND HAMILTON; RURAL FARMING COMMUNITIES SUCH AS HAMMONTON, BUENA BORO AND BUENA VISTA, AND SPARSELY POPULATED RURAL TOWNS INCLUDING WEYMOUTH TOWNSHIP, ESTELL MANOR AND CORBIN CITY. ATLANTIC COUNTY HAS NOT REBOUNDED FROM THE GREAT RECESSION OF 2008 LIKE THE REST OF THE UNITED STATES DUE TO A NUMBER OF FACTORS. FIRST, UNTIL THAT TIME ATLANTIC CITY HAD A VIRTUAL MONOPOLY ON EAST COAST GAMING. BUT WITH THE ADVENT OF COMPETITION IN PENNSYLVANIA, NEW YORK AND DELAWARE THERE HAS BEEN A MARKED DECREASE IN MARKET SHARE OF THE PATRONS WHO PREVIOUSLY HAD ACCESS ONLY TO THE ATLANTIC CITY CASINO INDUSTRY. THE EFFECTS OF A DIRECT LANDFALL BY HURRICANE SANDY IN SEPTEMBER 2012 WERE DEVASTATING AND THEY PERSIST TO THIS DAY. HOMES WERE LOST, BUSINESSES WERE DESTROYED AND PEOPLE WHO LOST JOBS MOVED OUT OF THE AREA. AS RECENTLY AS 2016, ATLANTIC COUNTY LED THE STATE AND THE NATION IN HOME FORECLOSURES. INITIATIVES TO REBRAND AND REVITALIZE THE CASINO INDUSTRY, THE ATLANTIC CITY ALLIANCE FOREMOST AMONG THEM, HAVE LARGELY FAILED. INSTEAD, FIVE CASINOS HAVE CLOSED OR WILL CLOSE SINCE 2014. OBSERVATIONS FROM THE 2019 CHNA ------------------------------- THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT REVEALED THAT THE POPULATION OF ATLANTIC FACES MANY SOCIO-ECONOMIC FACTORS WHICH KEEP IT NEAR THE BOTTOM OF THE COUNTY HEALTH RANKINGS FOR NEW JERSEY. - ATLANTIC COUNTY RANKS 18 OUT OF 21 COUNTIES IN NEW JERSEY OVERALL ACCORDING TO THE ROBERT WOOD JOHNSON FOUNDATION'S ANNUAL HEALTH RANKINGS AND ROAD MAPS. - ESTIMATES OF ATLANTIC COUNTY'S POPULATION DO NOT TAKE INTO ACCOUNT THE RECENT CASINO CLOSINGS, AND THE FIGURE 274,219 IS LIKELY OVERSTATED. TAJ MAHAL, THE FOURTH CASINO TO CLOSE IN 2 YEARS ERASED AN ADDITIONAL 3,000 JOBS. THE CASINO LABOR FORCE THAT ONCE WAS ESTIMATED TO BE 45,000 IS NOW 25,000. MANY OF THESE JOBS WERE ENTRY LEVEL OR UNSKILLED: MANY OF THESE WORKERS WERE RENTERS; MANY RENTERS WHO LOSE A JOB MOVE OUT OF THE AREA AND SEEK WORK ELSEWHERE. - MEDIAN HOUSE HOLD INCOME IS ONLY 77.1% OF THE STATE MEDIAN HOUSEHOLD INCOME. - 55.9% OF ATLANTIC COUNTY IS WHITE, 17.1%T IS BLACK, 19.2% IS HISPANIC, AND 8.3% IS ASIAN. THAT IS A 6.9% INCREASE IN THE HISPANIC POPULATION SINCE 2016 AND A 3.7% INCREASE IN THE ASIAN POPULATION. THE COUNTY IS DIVERSE CULTURALLY, ETHNICALLY, AND SOCIALLY. - 27.2% OF ATLANTIC COUNTY RESIDENTS REPORT SPEAKING A LANGUAGE OTHER THAN ENGLISH AT HOME. - 6% OF ATLANTIC COUNTY RESIDENTS ARE NOT PROFICIENT IN ENGLISH - 16.3% OF ATLANTIC COUNTY RESIDENTS ARE FOREIGN BORN, UP FROM 15.5% IN 2016 - 10.5% OF ATLANTIC COUNTY RESIDENTS REPORT HAVING NO HEALTH INSURANCE. THIS IS A DROP OF MORE THAN 50% FROM 2016. - 14.4% OF ALL ATLANTIC COUNTY RESIDENTS LIVE IN POVERTY, BUT 22% OF THE CHILDREN IN ATLANTIC COUNTY LIVE IN POVERTY, AND 43% OF ALL CHILDREN IN ATLANTIC COUNTY, NEARLY HALF, ARE ELIGIBLE FOR FREE LUNCH. - 10% OF ATLANTIC COUNTY SENIORS LIVE IN POVERTY. - 15.8% OF THE PEOPLE IN ATLANTIC COUNTY ARE OVER AGE 65, AN INCREASE OF 7.5%. THIS IS SLIGHTLY HIGHER THAN THE STATE OF NEW JERSEY. - 56.7% OF SENIORS ARE WOMEN. - 61% OF THE SENIORS IN ATLANTIC COUNTY LIVE BELOW THE ELDER INDEX, MEANING THEIR INCOME IS ABOVE THE POVERTY LEVEL BUT IS LESS THAN IS NEEDED TO COVER THE MOST BASIC NEEDS OF HOUSING, FOOD, TRANSPORTATION AND HEALTHCARE. - 34.5% OF ATLANTIC COUNTY RESIDENTS OVER AGE 65 REPORT LIVING WITH A DISABILITY. DATA SHOWS ATLANTIC COUNTY HOLDS A LOW HEALTH RANKING, 18TH OVERALL, AMONG THE 21 COUNTIES IN NEW JERSEY. FOR SOCIAL AND ECONOMIC FACTORS, THE RANKING IS 20TH. HEALTH FACTORS, RANK OF 19, INCLUDES SMOKING, OBESITY, FOOD ENVIRONMENT, PHYSICAL INACTIVITY, ACCESS TO EXERCISE, EXCESSIVE DRINKING, ALCOHOL DRIVING DEATHS, SEXUALLY TRANSMITTED INFECTIONS, TEEN BIRTHS, MOTOR VEHICLE DEATHS AND POISONING. SCHEDULE H, PART VI; QUESTION 5 PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O, WHICH FURTHER DESCRIBES HOW THE ORGANIZATION'S HOSPITAL AND OTHER HEALTHCARE FACILITIES FURTHER ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY. SCHEDULE H, PART VI; QUESTION 6 OUTLINED BELOW IS A SUMMARY OF RELATED ENTITIES WITHIN THE AFFILIATED HEALTHCARE SYSTEM: ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. --------------------------------------------- ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION DESIGNS, MANUFACTURERS, FURNISHES, FITS AND SELLS ORTHOTIC AND PROSTHETIC DEVICES AND EQUIPMENT IN COORDINATION WITH SERVICES PROVIDED BY HOSPITALS AND PROVIDERS OF MEDICAL SERVICES. BACHARACH HOSPITAL FOUNDATION, INC. ----------------------------------- BACHARACH HOSPITAL FOUNDATION, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION RAISES FUNDS AND SUPPORTS THE CHARITABLE MISSION, PURPOSES AND PROGRAMS OF BACHARACH INSTITUTE FOR REHABILITATION. SCHEDULE H, PART VI; QUESTION 7 THIS ORGANIZATION IS LOCATED IN THE STATE OF NEW JERSEY. NO COMMUNITY BENEFIT STATEMENT IS REQUIRED TO BE FILED BY THIS STATE. X X X X X false false false true false false false false false CRAIG J ANMUTH DO MEDICAL DIRECTOR 267742 0 0 0 89738 0 8700 0 564 0 366744 0 0 0 RICHARD J KATHRINS PHD TRUSTEE-PRES/CEO (1/1 - 8/31) 311100 0 0 0 8959 0 8700 0 1491 0 330250 0 0 0 MARIANNE STURR MD PHYSIATRIST 207324 0 0 0 61196 0 8100 0 13975 0 290595 0 0 0 WEI XU MD PHYSIATRIST 209661 0 0 0 38872 0 7602 0 32391 0 288526 0 0 0 SHEHNAZ RUPSEE RN REGISTERED NURSE 242257 0 0 0 212 0 5596 0 34267 0 282332 0 0 0 DARSHANA CHOKSI RN REGISTERED NURSE 228454 0 0 0 223 0 5194 0 29997 0 263868 0 0 0 SALVATORE RUSSOMANO MD PHYSIATRIST 211661 0 0 0 852 0 6450 0 30388 0 249351 0 0 0 BETH HOFFMAN PT MS PRESIDENT/CEO (EFF 9/1/2021) 203859 0 0 0 2790 0 6317 0 25536 0 238502 0 0 0 SHAWN RYAN CHIEF FINANCIAL OFFICER 184886 0 0 0 929 0 5560 0 1545 0 192920 0 0 0 KIMBERLEY CORNELY CNO/VP PATIENT SERVICES 157160 0 0 0 119 0 4781 0 29444 0 191504 0 0 0 JEANNE D VUKSTA FORMER OFFICER 153109 0 0 0 839 0 4694 0 23405 0 182047 0 0 0 DIANE S CROSHAW TRUSTEE-COO/VP HUMAN RESOURCES 160996 0 0 0 573 0 4800 0 1095 0 167464 0 0 0 SCHEDULE J, PART I; QUESTION 5A CERTAIN AMOUNTS REPORTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS REPRESENTS ADDITIONAL COMPENSATION RECEIVED FOR OUTPATIENT SERVICES PERFORMED. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRAIG J. ANMUTH, M.D., $76,789; MARIANNE STURR, M.D., $60,000 AND WEI XU, M.D., $38,414. A NJ ECONOMIC DEVELOPMENT AUTHORITY 222045817 2014-12-04 5278000 EQUIPMENT/CONSTRUCTION/RENOVATION false false false A 2321809 0 5278000 0 0 2954705 1486 0 0 0 0 0 2029 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false true true false 0 false 0 false true A true CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS BACKGROUND ========== BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") IS A NOT-FOR-PROFIT REHABILITATION HOSPITAL. BACHARACH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BACHARACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, BACHARACH OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. BACHARACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE AND MEDICAID PATIENTS; 2. BACHARACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 3. CONTROL OF BACHARACH RESTS WITH ITS BOARD OF GOVERNORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 4. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. THE OPERATIONS OF BACHARACH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF THE HOSPITAL IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. MOREOVER, BACHARACH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AS OUTLINED HEREIN. BACHARACH CONTINUES TO DEMONSTRATE ITS ONGOING AND GROWING COMMITMENT TO THE COMMUNITY BY PROVIDING REHABILITATION SERVICES REGARDLESS OF THE ABILITY TO PAY FOR THE PARTIAL OR FULL COST OF THE CARE DELIVERED. A SUMMARY OF THE COMMUNITY BENEFIT FOR 2015 IS REPORTED BELOW. ORGANIZATION OVERVIEW ===================== BACHARACH IS A NON-PROFIT PRIVATE CORPORATION THAT PROVIDES REHABILITATION, SUB-ACUTE REHABILITATION CARE, AND OUTPATIENT SERVICES PRIMARILY TO PATIENTS FROM ATLANTIC, CAPE MAY, OCEAN, AND CUMBERLAND COUNTIES IN NEW JERSEY. THE PROGRAMS AND SERVICES ARE LICENSED OR ACCREDITED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES, THE JOINT COMMISSION, AND THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES ("CARF"). IN ADDITION, CARF HAS SPECIFICALLY ACCREDITED: 1. BRAIN INJURY INPATIENT PROGRAM - HOSPITAL (ADULTS & CHILDREN); 2. BRAIN INJURY OUTPATIENT PROGRAM (ADULTS & CHILDREN); 3. COMPREHENSIVE INPATIENT REHABILITATION PROGRAM (ADULTS & CHILDREN); 4. SPINAL CORD SYSTEM OF CARE (ADULTS & CHILDREN); AND 5. INPATIENT REHABILITATION STROKE SPECIALTY PROGRAM. THE BREADTH AND DEPTH OF BACHARACH'S ACCREDITED PROGRAMS ARE UNIQUE IN NEW JERSEY, AND OUR LOCAL RESIDENTS WOULD BE FACED WITH THE PROSPECT OF TRAVELING GREAT DISTANCES OR EVEN TO OTHER STATES SHOULD THESE SERVICES NOT BE PROVIDED. WHILE THE HOSPITAL WAS ESTABLISHED IN 1924 AS A HOSPITAL FOR CHILDREN WITH POLIO, TODAY'S BACHARACH OFFERS A FULL SPECTRUM OF BOTH INPATIENT AND OUTPATIENT REHABILITATION FOR ADULTS AND CHILDREN, INCLUDING: - PHYSICAL AND OCCUPATIONAL THERAPY; - SPEECH AND HEARING SERVICES; - CARDIOPULMONARY REHABILITATION; - ORTHOPEDIC AND JOINT REPLACEMENT REHABILITATION; - BRAIN INJURY; - STROKE; - NEUROLOGICAL CONDITIONS; - AMPUTEE SERVICES; - SLEEP DISORDERS AND NEURODIAGNOSTIC TESTING; - AQUATIC THERAPY; AND - PHYSIATRIST SERVICES. BACHARACH IS STAFFED BY PHYSICIANS, NURSES, AND THERAPISTS WHO SPECIALIZE IN IMPROVING QUALITY OF LIFE FOLLOWING ILLNESS, INJURY AND SURGERY. MISSION ======= BACHARACH STRIVES FOR RESTORING INDEPENDENCE AND WELL-BEING THROUGH EQUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. THE HOSPITAL FULFILLS THIS MISSION BY WORKING WITH THE COMMUNITY, PHYSICIANS, HEALTHCARE PROFESSIONALS, PATIENTS AND THEIR FAMILIES TO IMPROVE ACCESSIBILITY, SAFETY AND THE QUALITY OF SERVICES PROVIDED. THE MISSION IS FURTHER SUPPORTED BY AN ONGOING COMMITMENT TO QUALITY CARE, CARING, ADVOCACY, TEAM WORK, PUTTING THE PATIENT FIRST, CONTINUAL PERFORMANCE IMPROVEMENT, AND EFFICIENCY. SERVICES PROVIDED WHICH SUPPORT THE MISSION INCLUDE: - COMPREHENSIVE ADULT INPATIENT REHABILITATION SERVICES; - SUB-ACUTE REHABILITATION SERVICES (LONG-TERM CARE); - DAY REHABILITATION SERVICES; - AMBULATORY CARE SERVICES; - PHYSIATRIST SERVICES; - PROVISION OF REHABILITATION SERVICES TO ATLANTICARE REGIONAL MEDICAL CENTER AND SHORE MEMORIAL HOSPITAL; - EDUCATIONAL PROGRAMS IN WHICH GRADUATE AND UNDERGRADUATE TRAINING IS PROVIDED TO NURSING, PHYSICAL, NUTRITIONAL, SPEECH, AND OCCUPATIONAL THERAPY AND EXERCISE PHYSIOLOGY ENTRY-LEVEL PROGRAMS. LOCALLY THESE SERVICES ARE PROVIDED TO THE RICHARD STOCKTON COLLEGE OF NEW JERSEY, ATLANTIC-CAPE COMMUNITY COLLEGE AND CUMBERLAND COUNTY COMMUNITY COLLEGE AND OTHERS WITHIN THE REGION; - NURSING AND OTHER PROFESSIONAL SCHOLARSHIP PROGRAMS (2 SEPARATE PROGRAMS) ARE MANAGED IN COORDINATION WITH THE HOSPITAL; AND - PROGRAMS AND SUPPORT GROUPS ARE PROVIDED TO EDUCATE PATIENTS, THEIR FAMILIES AND THE COMMUNITY AT LARGE ABOUT PROMOTING HEALTH, UNDERSTANDING DISEASE AND ILLNESS PROCESSES, AND INCREASING KNOWLEDGE ABOUT HEALTHCARE OPTIONS. PROGRAMS ALSO ENCOURAGE COMMUNITY INVOLVEMENT IN COMMUNITY-BASED LEISURE ACTIVITIES, RETURN TO WORK AND ASSIMILATION INTO THE COMMUNITY. UNCOMPENSATED CARE: UNCOMPENSATED CARE IS THE TERM USED FOR PATIENT CARE PROVIDED BUT NOT PAID FOR. THIS CARE, PROVIDED BY BACHARACH, IS THE MAJOR COMPONENT OF OUR COMMUNITY BENEFIT AND THE FASHION IN WHICH BACHARACH MEETS IT CHARITABLE OBLIGATION. IF BACHARACH DID NOT PROVIDE THESE SPECIALIZED AND INDIVIDUALIZED SERVICES TO THE COMMUNITY, PATIENTS WOULD HAVE NO CHOICE BUT TO TRAVEL LONG DISTANCES TO RECEIVE THE SERVICES, OR THEY WOULD NOT ACHIEVE THE INDEPENDENCE NEEDED TO LIVE A FULLER AND MORE PRODUCTIVE LIFE. UNLIKE ACUTE CARE HOSPITALS IN NEW JERSEY, ACUTE REHABILITATION HOSPITALS DO NOT RECEIVE ANY REIMBURSEMENT FROM THE STATE OF NEW JERSEY TO COMPENSATE FOR THE CHARITY CARE PROVIDED TO THE COMMUNITY. UNCOMPENSATED CARE IS DEFINED BELOW: CHARITY CARE: FINANCIAL ASSISTANCE MADE AVAILABLE TO PATIENTS IN NEED WHO LIVE IN THE COMMUNITIES WE SERVE AND WHO CANNOT AFFORD TO PAY. THIS POLICY PROVIDES ACCESS AND EQUAL AVAILABILITY TO HIGH-QUALITY REHABILITATION SERVICES REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BAD DEBT: THIS AMOUNT REPRESENTS PATIENT ACCOUNTS, WHICH REMAIN UNPAID DESPITE REASONABLE ATTEMPTS TO COLLECT PAYMENTS. NEURO-DIAGNOSTIC CLINIC: THERE IS ALSO A NEURO-DIAGNOSTIC CLINIC HELD AT THE ATLANTICARE REGIONAL MEDICAL CENTER FOR PATIENTS WHO ARE UNABLE TO PAY. THE CLINIC IS STAFFED BY BACHARACH'S PHYSIATRISTS. WE HAVE HISTORICALLY PROVIDED SERVICES REGARDLESS OF THE ABILITY TO PAY, WHILE AT THE SAME TIME WE HAVE WORKED WITH PATIENTS AND FAMILIES TO FIND ALTERNATIVE SOURCES FOR HEALTHCARE COVERAGE. SUBSIDIZED HEALTHCARE SERVICES/MEDICAID SHORTFALL: BACHARACH OPERATES A NUMBER OF PROGRAMS AND SERVICES AT A DEFICIT. IN MANY CASES PUBLIC ASSISTANCE PROGRAMS DO NOT FULLY COVER EITHER THE INDIRECT OR DIRECT EXPENSES OF THE SERVICES PROVIDED. DESPITE THE FACT THAT THEY ARE UNDER-FUNDED, THEY ARE PROVIDED AS THEY FULFILL A COMMUNITY AND SPECIFIC PATIENT NEED. IT IS IMPORTANT FOR THE COMMUNITY TO UNDERSTAND, RECOGNIZE, AND SUPPORT THE PROVISION OF THESE PROGRAMS. THE CLOSURE OF THESE PROGRAMS WOULD PLACE OUR COMMUNITY RESIDENTS AT RISK AND WOULD CREATE A GAP IN SERVICES. BACHARACH'S BOARD OF GOVERNORS AND ADMINISTRATION CONTINUALLY ASSESS THE MISSION AND ROLE OF THESE PROGRAMS. THE FOLLOWING PROGRAMS, WHILE MEETING A WELL-DOCUMENTED COMMUNITY NEED. BACHARACH STRIVES TO MEET THE CHALLENGE OF PROVIDING THESE SERVICES BY BEING A LOW-COST AND PRODUCTIVE PROVIDER. PROGRAMS AND SERVICES THAT REQUIRE DEFICIT FUNDING DUE TO UNDER-FUNDED PUBLIC PROGRAMS INCLUDE: - BRAIN INJURY; - SPINAL CORD; - STROKE; - AMPUTEE; - NEUROLOGICAL; - CERTAIN ORTHOPEDIC PROGRAMS AND SERVICES; AND - CARDIAC REHABILITATION. CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS COMMUNITY SUPPORT: BACHARACH AND ITS EMPLOYEES SUPPORTED A NUMBER OF CIVIC AND COMMUNITY PROJECTS THAT STRENGTHEN THE COMMUNITY. WHILE SOME OF THESE PROGRAMS ARE NOT DIRECTLY RELATED TO THE PROVISION OF HEALTHCARE THEY DO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY. THESE PROGRAMS INCLUDED THE SUPPORT OF THE RUTH NEWMAN SHAPER HEART AND CANCER FUND, COMMUNITY FOOD BANK, SHIRLEY MAE BREAST CANCER ASSISTANCE FUND, DISABLED AMERICAN VETERANS, SOUTH JERSEY CANCER FUND, THE ATLANTICARE FOUNDATION, MS SOCIETY, AMI FOUNDATION, FACES FOR AUTISM, STOCKTON UNIVERSITY FOUNDATION AND THE HERO CAMPAIGN. COMMUNITY OUTREACH PROGRAMS AND SUPPORT GROUPS: BACHARACH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND HEALTH OF OUR LOCAL RESIDENTS. BACHARACH INVESTED FUNDS TO PROVIDE EDUCATIONAL PROGRAMS, HEALTH SCREENINGS, SUPPORT GROUPS, AND HEALTH AND WELLNESS PROGRAMS. THESE SUPPORT SERVICES AND PROGRAMS INCLUDE: - AWAKE AT THE SHORE SUPPORT GROUPS; - BRAIN INJURY SUPPORT GROUPS; - SPINAL CORD SUPPORT GROUP; - ALCOHOLICS ANONYMOUS SUPPORT GROUP; - OVEREATERS ANONYMOUS SUPPORT GROUP AND 12-STEP PROGRAM; AND - COPE SUPPORT GROUP. EDUCATIONAL SCHOLARSHIPS: BACHARACH PROVIDED ADMINISTRATIVE SERVICES PRIMARILY THROUGH AN INDEPENDENT SCHOLARSHIP PROGRAM FOR MATRICULATED STUDENTS OF EMPLOYEES WHICH IS NOT LIMITED TO STUDENTS ENROLLED IN HEALTHCARE PROGRAMS. BACHARACH ALSO PROVIDES ADMINISTRATIVE SERVICES TO ANOTHER INDEPENDENT SCHOLARSHIP PROGRAM WHICH PROVIDES SUPPORT TO MATRICULATED NURSING STUDENTS. COMMUNITY MEDICAL EDUCATION: BACHARACH PROVIDES AND PARTICIPATES IN VARIOUS PROFESSIONAL EDUCATIONAL PROGRAMS. IT OFFERS A WIDE VARIETY OF MEDICAL EDUCATION, CONTINUING EDUCATION PROGRAMS AND VARIOUS DAY TRAINING FOR THE PROFESSIONAL COMMUNITY. BACHARACH SERVES AS A CLINICAL PRACTICE SITE FOR VARIOUS PROFESSIONAL PROGRAMS, INCLUDING MEDICAL STUDENTS, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, NUTRITION, THERAPEUTIC RECREATIONAL, NURSES AND EXERCISE SCIENCE STUDENTS AS WELL AS PSYCHOLOGY INTERNS. PROGRAMS SUCH AS THESE PROVIDE THE AREA WITH A CONSTANT SUPPLY OF WELL-TRAINED HEALTH PROFESSIONALS. WHILE SOME OF THESE STUDENTS MAY FIND EMPLOYMENT POST-GRADUATION AT BACHARACH, MOST WILL ULTIMATELY WORK WITHIN THE COMMUNITY. THE COST ASSOCIATED WITH THIS PROGRAM INCLUDES STAFF TIME, EQUIPMENT AND SUPPLIES. THERE IS NO CHARGE TO THE STUDENT TO PARTICIPATE IN THESE PROGRAMS. SUMMARY OF COMMUNITY BENEFITS ============================= UNCOMPENSATED CARE - INCLUDES FINANCIAL ASSISTANCE, WHICH IS THE NON-REIMBURSED COST OF PROVIDING FREE OR DISCOUNTED CARE TO PERSONS WHO CANNOT PAY ALL, OR PART AND WHO ARE DETERMINED ELIGIBLE THROUGH A STRUCTURED APPLICATION PROCESS. MEDICAID SHORTFALL - THE DIFFERENCE BETWEEN THE COST OF PROVIDING CARE TO THOSE ENROLLED IN PUBLIC PROGRAMS AND WHAT THE GOVERNMENT REIMBURSES. COMMUNITY DEVELOPMENT - FINANCIAL AND STAFF SUPPORT OF PARTNERSHIPS FOR COMMUNITY SERVICES. THIS IS A LONG STANDING TRADITION OF SUPPORTING AGENCIES AND PROGRAMS THAT CONTRIBUTE TO THE COMMUNITY. MEDICAL EDUCATION - ESSENTIAL TO PATIENT CARE, OUR INVOLVEMENT INCLUDES IN-SERVICE EDUCATION TO COMMUNITY PROFESSIONAL STAFF, AND PARTNERSHIPS WITH THE AREA HEALTHCARE PROFESSIONAL TRAINING PROGRAMS. COMMUNITY EDUCATION AND OUTREACH - COST OF PROVIDING FREE SCREENINGS, TRANSPORTATION, HEALTH AND WELLNESS PROGRAMS AND SUPPORT GROUPS. COMMUNITY SPONSORSHIPS - PROVIDING FINANCIAL SUPPORT AND MEETING SPACE TO COMMUNITY GROUPS, EQUIPMENT, SERVICES, SUPPLIES AND AGENCIES. EDUCATIONAL SCHOLARSHIP PROGRAMS - PROVIDED TO MATRICULATED NURSING, COMMUNICATION DISORDERS, OCCUPATIONAL THERAPY, AND PHYSICAL THERAPY STUDENTS OF BACHARACH EMPLOYEES. CORE FORM, PART VI, SECTION A, QUESTION 2 PHILIP J. PERSKIE, ESQ. AND ROY GOLDBERG - FAMILY RELATIONSHIP. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS of the organization ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO ORGANIZATION'S BOARD OF TRUSTEES AND FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE DISTRIBUTED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW. THE PRESIDENT/CHIEF EXECUTIVE OFFICER DISCUSSES THE COMPLETED FORMS WITH THE EXECUTIVE COMMITTEE OF THE BOARD WHICH THEN REPORTS TO THE BOARD OF TRUSTEES, WHERE NECESSARY. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION'S BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE "TOTAL COMPENSATION" IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION (IF ANY) AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" IS REASONABLE. THE COMPENSATION COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMPENSATION COMMITTEE OBTAINED INDEPENDENT SALARY SURVEY INFORMATION FURNISHED BY AN INDEPENDENT CONSULTANT AND REVIEWED FORMS 990 OF SIMILAR ORGANIZATIONS THROUGHOUT THE UNITED STATES. THIS INCLUDED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILARLY SIZED REHABILITATION FACILITIES, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMPENSATION AND BENEFITS OF ALL OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S CHIEF OPERATING OFFICER/VICE PRESIDENT OF HUMAN RESOURCES IN CONJUNCTION WITH EACH INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. CORE FORM, PART VI, SECTION C; QUESTION 18 PURSUANT TO STATE OF NEW JERSEY P.L. 2019, CHAPTER 513, (WHICH WAS EFFECTIVE ON JULY 21, 2020), AND AMENDED P.L. 2008, CHAPTER 58 (C.26:2H-5.1B), THIS ORGANIZATION HAS POSTED ON ITS INTERNET WEBSITE A COPY OF THIS INTERNAL REVENUE SERVICE (IRS) FORM 990 AND ALL SCHEDULES AND SUPPORTING DOCUMENTATION REQUIRED TO BE SUBMITTED TO THE IRS IN CONJUNCTION WITH THE FORM 990 WITH THE EXCEPTION OF THOSE SCHEDULES NOT OPEN FOR PUBLIC INSPECTION. SAID FORM 990 WAS POSTED BY THE ORGANIZATION AFTER FILING ITS FORM 990 WITH THE IRS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THE ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS EMPLOYEES OF THE ORGANIZATION; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THE ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII AND SCHEDULE J RICHARD J. KATHRINS, PH.D. RETIRED AS THE PRESIDENT/CEO OF THIS ORGANIZATION EFFECTIVE AUGUST 31, 2021. THEREAFTER, HE REMAINED EMPLOYED AS THE ORGANIZATION'S CHIEF POLICY AND REGULATORY OFFICER. HE ALSO REMAINED A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY. JEANNE D. VUKSTA, FORMER OFFICER, IS STILL EMPLOYED WITHIN THE ORGANIZATION IN A NON-OFFICER CAPACITY AS THE DIRECTOR OF DECISION SUPPORT. CORE FORM, PART VII, SECTION A, COLUMN B CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER RELATED ORGANIZATIONS. THE HOURS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF BACHARACH INSTITUTE FOR REHABILITATION AND ITS AFFILIATES; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - WRITE-OFF OF UNCOLLECTIBLE CONTRIBUTIONS - ($42,669); - CHANGE IN INTEREST OF NET ASSETS OF BACHARACH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX EXEMPT ORGANIZATION - $1,910,296; AND - CHANGE IN BENEFICIAL INTEREST OF CHARITABLE TRUSTS - $383,889. CORE FORM, PART XII; QUESTION 2 AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2021 AND DECEMBER 31, 2020; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FINANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE AN AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. ATLANTIC PROSTHETIC & ORTHOTIC SVCS INC 199 NEW ROAD LINWOOD NJ 08221 223164284 HEALTHCARE NJ 501(C)(3) 509(A)(2) BIR true BACHARACH HOSPITAL FOUNDATION INC 61 W JIMMIE LEEDS ROAD POMONA NJ 08240 223049576 FUNDRAISING NJ 501(C)(3) 509(A)(3) BIR true false false false true false false false false false false false false false false true false true false false BACHARACH HOSPITAL FOUNDATION INC D 94333 COST SCHEDULE R, PART V THE ORGANIZATION IS RELATED TO OTHER NOT FOR-PROFIT ORGANIZATIONS. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.