2019-11-14T15:43:55-06:00 2018-12-31 990 2018-01-01 141338586 VASSAR BROTHERS MEDICAL CENTER % ROBERT FRIEDBERG PRESIDENT VASS 8454759500 45 READE PLACE POUGHKEEPSIE NY 12601 ROBERT FRIEDBERG PRESIDENT 8454759500 2019-11-14 64.72.65.146 14417020193185000001 2019-11-14 P 240A1E5F0EC940BDBCF5BA8D2EEA68CDC626CD36 73568967A6026A6DA95E58AA80AE98ECD706EE6E 2018 2020-03-31 21:24:44Z ANN MCMACKIN PRESIDENT 45 READE PLACE POUGHKEEPSIE NY 12601 676536529 false X WWW.HEALTHQUEST.ORG X 1882 NY TO PROVIDE COMPREHENSIVE PRIMARY HEALTHCARE - SEE SCHEDULE O FOR MORE INFORMATION 18 15 2572 425 0 0 878573 796471 650132135 647929457 12255920 17329146 8912540 10481455 672179168 676536529 158100 158100 0 0 223896351 227781636 0 0 0 353772257 345680331 577826708 573620067 94352460 102916462 1081588850 1107361106 668748861 661483732 412839989 445877374 THE MISSION STATEMENT OF THE HEALTH QUEST SYSTEM AND ITS AFFILIATED ORGANIZATIONS IS TO DELIVER EXCEPTIONAL HEALTHCARE TO THE COMMUNITIES WE SERVE BY PURSUING THE HIGHEST STANDARDS OF QUALITY, SAFETY, SERVICE AND COMPASSION. false false 284322430 402117643 INPATIENT SERVICES: PATIENTS ADMITTED FOR ACUTE CARE - NUMBER OF PATIENTS 23,659; NUMBER OF PATIENT DAYS 104,423 THE HOSPITAL PROVIDED APPROXIMATELY $3,385,559 IN UNCOMPENSATED CARE (AT COST) TO THE REGIONS UN-INSURED AND UNDER-INSURED POPULATION. 171901210 158100 243120142 OUTPATIENT SERVICES: EMERGENCY VISITS 61,023; OTHER OUTPATIENT VISITS/PROCEDURES 392,132 THE HOSPITAL PROVIDED APPROXIMATELY $4,350,938 IN UNCOMPENSATED CARE (AT COST) TO THE REGIONS UN-INSURED AND UNDER-INSURED POPULATION. 1903181 2691672 AFFILIATE RENTAL INCOME 458126821 true true false true false false false false true true false false true true false false true false false false false false false false false true true true false true true false false false false false false false false false false false false false false false true false false false true 0 0 2572 true true true false false false false false false false false false false false false false false X 18 15 false false false false true true true true true false true true true true true true true true true true true true NY X ROBERT FRIEDBERG PRESIDENT 8454759500 1351 ROUTE 55 SUITE 200 LAGRANGEVILLE NY 12540 CARLA GUDE IMMEDIATE PAST CHAIRMAN 1.0 0.0 X 0 0 0 BARRY ROTHFELD FIRST VICE CHAIR 1.0 0.0 X 0 0 0 ROBERT CHAMBERS TRUSTEE EMERITUS 1.0 0.0 X 0 0 0 FRANCOISE DUNEFSKY CHAIR 1.0 0.0 X 0 0 0 CARL NEEDY TRUSTEE EMERITUS 1.0 0.0 X 0 0 0 RICHARD STRAIN TRUSTEE EMERITUS 1.0 0.0 X 0 0 0 JOHN REID TRUSTEE 1.0 0.0 X 0 0 0 ANN MCMACKIN VBMC PRESIDENT 0.0 40.0 X X 0 770555 28104 TIMOTHY DEAN SECOND VICE CHAIR 1.0 0.0 X 0 0 0 CHARLES O'MARA SECRETARY/TREASURER 1.0 0.0 X 0 0 0 CHERYL BOWERS TRUSTEE 1.0 0.0 X 0 0 0 KEVIN CLEARY TRUSTEE 1.0 0.0 X 0 0 0 SHAY HUMPHREY ESQ TRUSTEE 1.0 0.0 X 0 0 0 THOMAS ROBINSON MD PRESIDENT MEDICAL/DENTAL STAFF 1.0 0.0 X 0 0 0 DEBRA DOMBER TRUSTEE 1.0 0.0 X 0 0 0 STEVEN TINKELMAN TRUSTEE 1.0 0.0 X 0 0 0 SIMON GORWARA MD TRUSTEE & HVCP PHYSICIAN 1.0 40.0 X 0 1041770 47805 KIMBERLY HELLER MD TRUSTEE & HQMP PHYSICIAN 1.0 40.0 X 0 512495 31617 KATHLEEN MERGET TRUSTEE 1.0 0.0 X 0 0 0 RONALD TATELBAUM MD TRUSTEE 1.0 0.0 X 0 0 0 JAMES WALKER TRUSTEE 1.0 0.0 X 0 0 0 ROBERT FRIEDBERG HQ PRESIDENT & CEO 0.0 40.0 X 0 1586235 132071 KATHERINE BACHER HQ SVP & CFO/ASST TREASURER 0.0 40.0 X 0 641026 57938 MICHAEL HOLZHUETER ASST SECRETARY 0.0 40.0 X 0 956997 95358 CHERYL BOOTH ASSISTANT SECRETARY 0.0 40.0 X 0 121070 10394 MICHAEL DOYLE MD VP MEDICAL AFFAIRS 40.0 0.0 X 436022 0 18695 KEVIN BOLAND DIR CARDIO PERFUSION 40.0 0.0 X 314824 0 46208 LORETTA M BOGOLIN VP PATIENT CARE SVCS/CNO VMBC 40.0 0.0 X 360376 0 37607 ROBERT A ROSENBAUM VP OPERATIONS 40.0 0.0 X 358389 0 32883 ANN ARMATER SVP DEVELOPMENT 40.0 0.0 X 321003 0 47639 DOUGLAS HART PERFUSIONIST 40.0 0.0 X 234758 0 35964 JOHN L MCGUINNESS FORMER HQ CEO AND PRESIDENT 0.0 8.0 X 0 350004 0 2025372 5980152 622283 6 true true false 0 39470 757001 796471 INPATIENT SERVICE REVENUE 900099 402117643 402117643 OUTPATIENT SERVICE REVENUE 900099 243120142 243120142 AFFILIATE RENTAL INCOME 900099 2691672 2691672 647929457 16071145 16071145 0 0 1713869 1713869 0 1713869 1713869 1258001 1258001 0 0 0 0 0 0 0 0 0 CAFETERIA AND DELI SALES 900099 2140474 2140474 REFUNDS AND REBATES 900099 1953958 1953958 21 READE PLACE DISTRIBUTION 518210 2043859 2043859 2629295 2629295 8767586 676536529 656697043 19043015 158100 158100 0 0 0 0 0 0 436022 392420 43602 0 0 0 0 0 161771709 151128628 10643081 0 16606494 15537845 1068649 0 36998086 34560552 2437534 0 11969325 11180754 788571 0 0 0 0 0 0 0 0 0 0 0 0 0 61259 0 61259 0 0 0 0 0 0 0 1788326 1709944 78382 0 0 0 0 0 14084726 10852871 3231855 0 987287 961029 26258 0 0 0 0 0 6584753 4294112 2290641 0 74802 57634 17168 0 0 0 0 0 385431 172396 213035 0 4623363 3015032 1608331 0 0 0 0 0 24347195 15500829 8846366 0 4530940 2954760 1576180 0 PURCHASED SERVICES 125807301 49907073 75900228 0 MEDICAL SUPPLIES 100152980 100152980 0 0 PHYSICIAN FEES 42042872 42042872 0 0 MAINTENANCE AND SVC CONTRACTS 10634586 6784964 3849622 0 9574510 6762026 2812484 573620067 458126821 115493246 0 11016218 12032358 15892172 6428861 0 0 100037021 110456157 0 0 0 0 0 0 8327179 10291265 5172015 5014517 940583956 406850827 361219611 533733129 200257916 189469297 0 0 0 0 25915927 25915927 353750791 214019595 1081588850 1107361106 57409210 78491303 0 0 0 0 455062482 447813759 0 0 0 0 40391350 30697610 0 0 115885819 104481060 668748861 661483732 X 399257567 427355147 11391471 16331277 2190951 2190950 412839989 445877374 1081588850 1107361106 X 102916462 -24918356 -44960721 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 30630 true 30629 false 61259 false SCHEDULE C PART II-B LINE 1J - LOBBYING EXPENDITURES A PORTION OF THE NORMET MEMBERSHIP, GNYHA MEMBERSHIP AND HEALTHCARE EDUCATION PROJECT, PAID BY VASSAR BROTHERS MEDICAL CENTER, WAS USED FOR LOBBYING EXPENDITURES ON BEHALF OF THE HOSPITAL INDUSTRY. 2190951 2190951 2190951 2190951 2190951 2190951 2190951 2190951 2190951 2190951 1.00000 false false 18680956 18680956 281596095 135537626 146058469 294096644 269063513 25033131 346210262 2249689 343960573 533733129 DUE FROM AFFILIATES 24558576 RETIREMENT INVESTMENTS 1009676 NOTE RECEIVABLE 394724 UROC SECURITY DEPOSIT 49500 INTEREST IN FOUNDATION 14160985 2007 SERIES A BOND PREMIUM 553183 DSRF 2007 SERIES A BONDS 1091621 DSRF 2005 BONDS 1346984 MISC RECEIVABLES 5129401 2010 BOND INTEREST FD GENERAL 2971092 DUE FROM HQ LT 22633530 DUE FROM THIRD PARTIES 1981974 DSRF 2012 PROJECT FUND 9156 DSRF HQ SER 1997 1525 DSRF 2012 INTEREST 1542008 DSRF 2014 1 COLUMBIA ST FUND 310331 DSRF 2014 INTEREST 1069875 DSRF 2016B CONSTRUCTION FUND 119523277 DSRF 2016B CAP INT FUND 15682177 214019595 0 POST RETIREMENT BENEFITS 61482911 RETIREMENT INVESTMENTS 1011124 3RD PARTY RATE ADJMTS PAYABLE 2158801 DUE TO AFFILIATES 200299 ENVIRONMENTAL CONTIN LIAB (FIN 4695799 GENERAL RESERVE 10544379 DUE TO HQ L/T 2493293 MED MALPRACTICE INSURANCE LIAB 21894454 104481060 SCHEDULE D PART V LINE 4 - ENDOWMENT FUNDS THE ORIGINAL CONTRIBUTION IS BEING HELD FOR THE BENEFIT OF THE HOSPITAL. true true X true X true X true true false true true 12673644 5484500 7189144 0.01250 78599521 50320714 28278807 0.04930 91273165 55805214 35467951 0.06180 18 5698 40925 40925 0.00010 1 26 472 472 19 5724 41397 41397 0.00010 19 5724 91314562 55805214 35509348 0.06190 true 17227616 241088862 270133824 -29044962 X true true ULSTER RADIATION ONC RADIATION ONCOLOGY 0.5 21 READE PLACE ENDOSCOPY 0.26 1 1 VASSAR BROTHERS MEDICAL CENTER 45 READE PLACE POUGHKEEPSIE NY 12601 WWW.HEALTHQUEST.ORG X X X VASSAR BROTHERS MEDICAL CENTER 1 false false true X X X X X X X X X 16 true true true true X WWW.HEALTHQUEST.ORG/COMMUNITY X X true 17 true WWW.HEALTHQUEST.ORG/COMMUNITY false true X 200. 300. true true X X X true X WWW.HEALTHQUEST.ORG X WWW.HEALTHQUEST.ORG X WWW.HEALTHQUEST.ORG X X X X X X true X false X X X X true X false false PART V, SECTION B, LINE 5 Dutchess County embraces an inclusive and collaborative process for community planning. The Dutchess County Department of Behavioral & Community Health partnered with Health Quest, Mid-Hudson Regional Hospital and local health practices to conduct a community health improvement stakeholder forum on October 18, 2016. Nearly one hundred representatives from healthcare agencies, behavioral health services, county agencies, and community organizations took part in the event to discuss community health priorities and review CHIP strategies. Agency and organizational partners also participate in ongoing dialogue through active workgroups and coalitions like the Dutchess County Chronic Disease Coalition, the Dutchess County Substance Abuse Workgroup, Dutchess County Tick Task Force, and Hudson Valley Region Population Health Improvement Program. PART V, SECTION B, LINE 6A The VBMC CHNA was conducted in conjunction with Northern Dutchess Hospital and Mid-Hudson Regional Medical Center. PART V, SECTION B, LINE 6B The VBMC CHNA was conducted with the Dutchess County Department of Behavioral & Community Health. PART V, SECTION B, LINE 11 The Dutchess County Department of Behavioral & Community Health confirmed the following Prevention Agenda priorities and disparity focus areas for the 2016-2018 period: . Prevent Chronic Disease . Promote Mental Health & Prevent Substance Abuse . Promote a Safe & Healthy Environment (Reduce burden of tick-borne disease) Based on these priorities, Vassar Brothers Medical Center and Northern Dutchess Hospital's Community Health Needs Committees identified the following two priorities for their NYS Community Service Plan: 1. Prevent Chronic Diseases 2. Promote a Healthy and Safe Environment (Reduce Fall Risks Among Vulnerable Populations) County Priorities Not Formally Addressed 1. Reduce Tick and Insect-Related Diseases - While we did not select this as a priority this year, it was a priority for both VBMC and NDH in our prior Community Service Plan (2013-2016). We will continue to support this initiative through our ongoing partnership with the Dutchess County Department of Behavioral and Community Health. Health Quest representatives sit on the tick-borne disease prevention workgroup hosted by the Dutchess County Department of Behavioral and Community Health. Health Quest also continues to educate the community about tick- and insect-related diseases through social media campaigns, the financial support of tick removal kits that are distributed at no cost to the public at various outreach events, and public educational lectures by clinical providers on our medical staff. 2. Prevent Substance Abuse - While this issue was undoubtedly of great importance to our committees, VBMC and NDH elected not to address this with a formal initiative at this time because we do not have licensed substance abuse beds. Mid-Hudson Regional Hospital of Westchester Medical Center has licensed behavioral and substance abuse beds and provides services to Dutchess County residents. The hospitals continuously look for ways to support the County with this initiative, such as providing space for training, providing physician speakers to lecture about substance abuse preventive measures, and hosting medication take-back days. PART V, SECTION B, LINE 7D The CHNA was also printed and distributed throughout the hospital, including the main lobby, patient waiting areas and hospital administration offices. It is also available by request in the Health Quest administrative offices. PART V, SECTION B, LINE 9 The hospitals conducted their most recent CHNA, in conjunction with their County Health Department, in tax year 2016. The implementation strategies were approved and adopted by the Hospital Boards in 2016, and were implemented in calendar year 2017. PART I, LINE 7 THE COST TO CHARGE RATIO PERCENTAGE, BASED ON THE MEDICARE COST REPORT, WAS USED AS THE COSTING METHODOLOGY IN DETERMINING THE AMOUNTS REPORTED. PART III, SECTION A, LINE 2, 3 AND 4 LINE 2 - VBMC FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN ITS RECOGNITION OF BAD DEBT EXPENSE. PATIENT ACCOUNT BALANCES WERE ONLY CONSIDERED FOR BAD DEBT AFTER APPLYING ALL CONTRACTUAL DISCOUNTS AND PAYMENTS, AND SCREENING FOR CHARITY ELIGIBILITY. LINE 3 - VBMC DOES RECOGNIZE THAT THERE WAS SOME BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO WERE ELIGIBLE UNDER THE ORGANIZATION'S CHARITY POLICY. WE DID NOT HAVE A REASONABLE BASIS FOR ESTIMATING THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY. PATIENTS WHO WERE ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY WERE ACCOUNTED FOR UNDER CHARITY CARE RATHER THAN BAD DEBT. LINE 4 - FOOTNOTE ON AUDITED FINANCIALS - THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE CAN BE FOUND ON PAGE 18 OF THE HEALTH QUEST SYSTEMS CONSOLIDATED AUDITED FINANCIAL STATEMENTS. FEDERAL AND STATE LAW REQUIRES THAT HOSPITALS PROVIDE EMERGENCY SERVICES REGARDLESS OF A PATIENT'S ABILITY TO PAY. UNINSURED PATIENTS SEEN IN THE EMERGENCY DEPARTMENT, INCLUDING PATIENTS SUBSEQUENTLY ADMITTED FOR INPATIENT SERVICES, OFTEN DO NOT PROVIDE INFORMATION NECESSARY TO ALLOW THE COMPANY TO QUALIFY SUCH PATIENTS FOR CHARITY CARE. UNCOLLECTIBLE AMOUNTS DUE FROM SUCH UNINSURED PATIENTS REPRESENT THE SUBSTANTIAL PORTION OF THE PROVISION FOR BAD DEBTS REFLECTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. PART III, SECTION B, LINE 8 THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT BECAUSE THE ORGANIZATION IS RELIEVING A GOVERNMENT BURDEN BY PROVIDING CARE IN EXCESS OF THE COMPANY'S COSTS FOR THE PATIENTS IN THE COMMUNITY. THE COSTING METHODOLOGY USED TO CALCULATE THE SHORTFALL WAS THE COST TO CHARGE RATIO FROM THE MEDICARE COST REPORT. PART III, SECTION C, LINE 9B BEFORE A DELINQUENT ACCOUNT WAS REFERRED TO A COLLECTION AGENCY, THE ACCOUNT WAS REVIEWED TO DETERMINE WHETHER THE PATIENT QUALIFIED FOR CHARITY CARE, OR FINANCIAL ASSISTANCE UNDER OUR CHARITY CARE POLICY. IF IT WAS DETERMINED THAT THE PATIENT WAS ELIGIBLE FOR CHARITY CARE, OR FINANCIAL ASSISTANCE, THE ACCOUNT WAS ADJUSTED TO CHARITY, AND WAS NOT PURSUED WITH A COLLECTION AGENCY. IF A PATIENT APPEALLED THE DETERMINATION, THE ACCOUNT WAS NOT REFERRED TO A COLLECTION AGENCY UNTIL A FINAL DETERMINATION HAD BEEN MADE WITH RESPECT TO THE APPEAL. PATIENTS STILL HAD THE OPPORTUNITY TO APPLY FOR A DISCOUNT UNDER THE CHARITY CARE POLICY EVEN AFTER THE ACCOUNT HAD BEEN SENT TO A COLLECTION AGENCY. PART VI, LINE 2 NEEDS ASSESSMENT In addition to the CHNAs conducted every three years, the hospital has a Community Health Needs Committee that meets regularly to access any additional health care needs in the community. The committee provides oversight to the hospital's community health priorities, including needs assessments, community health improvement plans and other population health initiatives. They help guide priority issues for action to improve community health and help inform, guide and share successful programs and strategies that address health and wellness throughout the community. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE We have a Health Quest wide financial assistance policies and procedures that are in place at each hospital. The HQ Financial Assistance policy/worksheet is displayed on the back of each patient statement, there are financial assistance posters hanging within the registration areas and the HQ Financial Assistance policy is displayed on the HQ website. In addition, the financial counselors at each hospital attempt to contact each self-pay patient to screen the patient for Financial Assistance and make the patient aware of their options. The folder given to each patient in the ED contains literature about the financial assistance policy. Our customer service reps are all educated on the Financial Assistance policy and explain this to the patients if they ask. PART VI, LINE 4 COMMUNITY INFORMATION Vassar Brothers Medical Center's primary service area includes the southernmost half of Dutchess County, up to and including the town of Hyde Park, as well as the easternmost parts of Orange and Ulster counties. Like many communities in New York State, the VBMC service area is experiencing minimal growth with gradual declines in the numbers of young families and children. Significant growth is expected in the volume of residents aged 65 and older. Vassar Brothers Medical Center serves a population that is mostly white non-Hispanic (65.2%), whereas the United States overall is 60.8% white non-Hispanic. However, more than one third of the population VBMC serves is a minority. The second largest population is Hispanic individuals, which make up 16.6% of individuals who live in VBMC's service area. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH VBMC is a 365-bed community hospital. VBMC has established centers of excellence in cardiac services, cancer care and women and children's health services. As a regional medical center, Vassar houses the area's first and only cardiothoracic surgery program between Westchester and Albany and the only Level III Neonatal Intensive Care Unit (NICU) in the region for premature, underweight and critically ill infants. Innovative procedures and services have been brought to the VBMC campus, including robotic orthopedic surgery, liver surgery, interventional neuroradiology, thoracic surgical oncology and trans-catheter aortic valve replacement (TAVR), negating the need to travel for this care. Its board of trustees is composed of prominent citizens who live and work in the community. Medical staff privileges in the hospital are available to all qualified physicians in the area, consistent with the size and nature of the facility. It also owns a medical office building on its premises, as well as an additional medical office building off campus with space for doctors. Any member of its active medical staff has the privilege of leasing available office space. Rent is derived from a fair market value analysis provided by an independent party. The hospital operates a 24 hour emergency room where no one requiring medical attention is denied care. The hospital is also building a 696,000 square foot patient pavilion with 264 private medical/surgical patient rooms and 30 critical care rooms that will solidify its place as the destination of choice for patients in the region. The first patient is expected to be cared for in the building in the Spring of 2020. VBMC recently became a Level II Trauma Center, further advancing the vision to provide the community with local access to state-of-the-art medical care. The Dyson Center for Cancer Care, located on the Vassar campus, is designed to accommodate patients and their families while providing radiation therapy, stereotactic radiosurgery and a wide variety of support groups. Any income over expenses is reinvested into the hospital, its staff and the community. VBMC realizes this is necessary to achieve and maintain high quality standards, keep up with the rapid advancement in technology, provide start-up capital for new programs, and expand existing facilities and programs in order to provide quality care to the community. PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM Health Quest is a nonprofit organization dedicated to the wellbeing of the communities it serves. Health Quest was formed through an affiliation of three local hospitals: Northern Dutchess Hospital (Rhinebeck, NY), Putnam Hospital Center (Carmel, NY) and Vassar Brothers Medical Center (Poughkeepsie, NY). In 2017, Sharon Hospital (Sharon, CT) joined Health Quest. In addition to these hospitals, Health Quest also counts among its many partners a residential skilled nursing facility, a free-standing radiation oncology center, urgent care centers, a multi-specialty medical practice including the Hudson Valley's largest cardiology practice, and a home care service. Together, they provide the healthcare needs of the entire Hudson Valley and northwest Connecticut region. Representatives from Health Quest's hospitals meet on a regular basis with community agencies and stakeholders. Each hospital has a board comprised of staff and community members who oversee the Community Health Needs Committee. Each committee oversees the development of community health needs assessments and health improvement plans. Health Quest participates in many community-based health fairs and events throughout the year. Hospital staff provides information on a variety of health topics including heart health, stroke prevention, diabetes prevention, nutrition, tobacco cessation, and injury prevention. A cardiologist within the Health Quest system participated in the American Heart Association's Go Red for Women Luncheon Health Expo to discuss the latest blood pressure guidelines and best practices to maintain a healthy cardiovascular system. The health system was also present at New York State Senator Sue Serino's Golden Gathering where two neurologists with the Movements Disorders Program at Vassar Brothers Medical Center informed the public about cutting-edge medical and surgical options for patients with Parkinson's disease, Huntington's disease, Tourette syndrome, essential tremors and more. Throughout the year, Health Quest actively sponsors a number of health-related fundraisers for other nonprofit organizations, including regional chapters of the American Heart Association, American Cancer Society and Alzheimer's Association. In addition, there are numerous local organizations Health Quest supports both monetarily and with employee engagement. Employees are active members of their communities and are happy to volunteer and serve on the local boards of various agencies, in addition to performing public benefit outreach initiatives on behalf of Health Quest. One such organization is Sparrow's Nest, a 501(c)(3) charity that provides meals free of charge to families who recently learned about a loved one's cancer diagnosis. Health Quest not only provides Sparrow's Nest with a monetary sponsorship each year, but provides the organization with employee volunteers who visit the Sparrow's Nest facility to produce meals for the families who are Sparrow's Nest's beneficiaries. In 2014, Health Quest launched a fitness challenge, partnering with the Walkway Over the Hudson, to offer the public the Get Fit Hudson Valley initiative in both the spring and fall. In 2015, the program was expanded to include the Putnam County Trailway. By 2016, the program grew to 74 allies (check-in sites) in the community. The program urges residents to exercise for at least 30 minutes as many times as possible during the six-week challenge. Participants check in at our community partners to track their exercise. In 2018, 1,120 unique participants took part in the challenge, logging more than 16,500 entries of 30+ minutes of exercise. In total, 495,000 minutes of exercise was logged in 2018. Health Quest also partners with physicians who are on the medical staff at the hospitals to offer public lecture series in the spring and fall. The seminars engage participants on a variety of medical topics from prevention to the latest treatment options and to learn from leading doctors in their field. Health Quest partners with local organizations such as Marist's Center for Lifetime Study, Vassar's Lifelong Learning Institute and the Town of Poughkeepsie's Senior Center to bring relevant health programming free of charge to those audiences. In addition, Health Quest partnered with the Dutchess County Office of the Aging to provide expert resources for their Matter of Balance Clinic. This award-winning program is designed to reduce the fear of falling and increase the activity levels of older adults who have concerns about falls. Health Quest employees donate time as volunteer coaches to teach the eight two-hour sessions. PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT - NEW YORK true AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(c)3 17000 IN SUPPORT OF CARDIOVASCULAR RESEARCH, HEALTH AND WELLNESS PREMIER CARES FOUNDATION 1 COLUMBIA STREET SUITE 390 POUGHKEEPSIE NY 12601 450990732 501(c)3 6800 IN SUPPORT OF UNDERSERVED AND UNDERINSURED UROLOGICAL AND GASTROINTESTINAL PATIENTS IN THE COMMUNITY MILES FOR HOPE BREAST CENTER FOUNDATION PO BOX 405 LAGRANGEVILLE NY 12540 134281796 501(c)3 13600 IN SUPPORT OF LOCAL FAMILIES AFFECTED BY BREAST CANCER DIAGNOSIS WALKWAY OVER THE HUDSON PO BOX 889 POUGHKEEPSIE NY 12602 141753502 501(c)3 10200 IN SUPPORT OF HEALTH AND WELLNESS IN THE LOCAL COMMUNITY AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(c)3 17000 IN SUPPORT OF CANCER CARE AND RESEARCH FAMILY SERVICES INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 141338399 501(C)3 17000 IN SUPPORT OF SERVICES FOR BATTERED WOMEN, CHILDREN AND SERVICES FOR LOCAL AT-RISK YOUTH ULSTER COUNTY CHAMBER OF COMMERCE 214 FAIR STREET KINGSTON NY 12401 141260937 501(C)6 5100 IN SUPPORT OF LOCAL ECONOMY AND BUSINESSES O FESTIVAL 310 WALL STREET KINGSTON NY 12401 900882142 501(c)3 5100 IN SUPPORT OF HEALTH AND WELLNESS FOR UNDERINSURED ARTISTS IN THE LOCAL COMMUNITY DUTCHESS OUTREACH 29 NORTH HAMILTON STREET SUITE 220 POUGHKEEPSIE NY 12601 222339537 501(c)3 6800 IN SUPPORT OF ADDRESSING AND ERADICATING MALNOURISHMENT IN THE COMMUNITY SPARROW'S NEST 946 ROUTE 376 SUITE 7 WAPPINGERS FALLS NY 12590 462573747 501(c)3 13600 IN SUPPORT OF SERVICES FOR FAMILIES WHO ARE EXPERIENCING THE HARDSHIPS OF A CANCER DIAGNOSIS THROUGH DELIVERY OF MEALS AND SUPPLIES DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE 1 CIVIC CENTER PLAZA SUITE 400 POUGHKEEPSIE NY 12601 140978000 501(C)6 17000 IN SUPPORT OF LOCAL ECONOMY AND BUSINESSES HUDSON VALLEY HOSPICE FOUNDATION 374 VIOLET AVENUE POUGHKEEPSIE NY 12601 141824200 501(C)3 5100 IN SUPPORT OF COMMUNITY AWARENESS PROGRAMS AND MISSION TO PROVIDE CARE TO ADULTS AND CHILDREN FACING LIFE LIMITING ILLNESSES PLAY FOR PINK INC 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 223503952 501(C)3 6800 IN SUPPORT OF RESEARCH RELATED TO THE CAUSES, CURES AND PREVENTION OF BREAST CANCER PART I LINE 2 Sponsorship Policy: Criteria for Sponsoring a Community Organization: Health Quest (HQ) recognizes the value and benefits of sponsoring other community organizations throughout the year. Health Quest is proud to sponsor nonprofit groups whose mission to serve the public aligns with our strategic initiatives. Criteria: The organization must: *Have not-for-profit status as defined by the Internal Revenue Service *Be in close proximity to Health Quest facilities *Support Health Quest's mission to deliver exceptional healthcare to the communities we serve Groups/events that Health Quest does NOT sponsor: *Individuals or families, including foundations set up to memorialize individuals *Political or fraternal organizations or events *Religious events or organizations *School events or sports organizations *Projects, programs or events that provide no direct support or exposure to our service area and/or clinical focus true false false false false false false false false JOHN L MCGUINNESS FORMER HQ CEO AND PRESIDENT 0 350004 0 0 0 0 0 0 0 0 0 350004 0 2958 ROBERT FRIEDBERG HQ PRESIDENT & CEO 0 1109095 0 330435 0 146705 0 100134 0 31937 0 1718306 0 118395 KATHERINE BACHER HQ SVP & CFO/ASST TREASURER 0 530001 0 54500 0 56525 0 56500 0 1438 0 698964 0 34085 KEVIN BOLAND DIR CARDIO PERFUSION 305824 0 9000 0 0 0 16500 0 29708 0 361032 0 16200 0 ANN MCMACKIN VBMC PRESIDENT 0 595401 0 47491 0 127663 0 16500 0 11604 0 798659 0 2691 MICHAEL HOLZHUETER ASST SECRETARY 0 652307 0 209375 0 95315 0 66469 0 28889 0 1052355 0 79739 MICHAEL DOYLE MD VP MEDICAL AFFAIRS 404350 0 31672 0 0 0 16500 0 2195 0 454717 0 11877 0 LORETTA M BOGOLIN VP PATIENT CARE SVCS/CNO VMBC 348852 0 11524 0 0 0 16500 0 21107 0 397983 0 16200 0 ROBERT A ROSENBAUM VP OPERATIONS 220656 0 15675 0 122058 0 12009 0 20874 0 391272 0 0 0 SIMON GORWARA MD TRUSTEE & HVCP PHYSICIAN 0 585926 0 455844 0 0 0 16500 0 31305 0 1089575 0 16200 KIMBERLY HELLER MD TRUSTEE & HQMP PHYSICIAN 0 510870 0 0 0 1625 0 8250 0 23367 0 544112 0 8100 ANN ARMATER SVP DEVELOPMENT 283452 0 13667 0 23884 0 16500 0 31139 0 368642 0 0 0 DOUGLAS HART PERFUSIONIST 230645 0 0 0 4113 0 13839 0 22135 0 270732 0 0 0 SCH J PART I LINE 4B COMPENSATION LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - The Section 457(f) Plan is a non-qualified, tax-sheltered opportunity to defer income and accumulate additional income and accumulate income for intermediate or long-term savings goals above the legislative limits imposed on the qualified pension plans. There is a 6% employer contribution along with a possible remaining amount that would depend upon whether the 6% 403(b) employer contribution caps out ($16,500 in 2018). As of 1/1/17, new employee elective deferrals were discontinued. The 457(f) plan was terminated on 5/1/2018 and remaining account balances will be distributed in January 2019. SCH J PART I LINE 3 VBMC RELIED ON HEALTH QUEST SYSTEMS, A RELATED TAX EXEMPT ORGANIZATION, WHICH USED AN EXECUTIVE COMPENSATION COMMITTEE, AND AN INDEPENDENT THIRD PARTY TO GATHER COMPARABLE DATA TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO, TOP MANANGEMENT AND OTHER KEY EMPLOYEES. SCHEDULE J PART II LINES 10 AND 11 SIMON GORWARA, MD IS A PHYSICIAN WITH HV CARDIOVASCULAR PRACTICE, AND KIMBERLY HELLER, MD IS A PHYSICIAN WITH HEALTH QUEST MEDICAL PRACTICE, PC SCH J PART 1 LINE 4A SEVERANCE SEVERANCE AGREEMENTS FOR A FORMER OFFICER AND A HIGHEST COMPENSATED EMPLOYEE: ANN MCMACKIN - 12 MONTHS, EFFECTIVE TERM DATE 11/7/2018, $55,884 PAID IN 2018 ROBERT ROSENBAUM - 12 MONTHS, EFFECTIVE TERM DATE 8/17/18, $86,936 PAID IN 2018 A DORMITORY AUTHORITY - STATE OF NEW YORK 146000293 649903UK5 2007-09-06 18093913 SEE PART VI true false false B DUTCHESS COUNTY LOCAL DEV CORP 273106797 267045AQ5 2010-12-15 34762345 SEE PART VI false false false C DUTCHESS COUNTY INDUSTRIAL DEV AGENCY 141613685 267041HG9 2011-01-21 17111463 REFUND PRIOR BOND (6/28/05) false false false D DUTCHESS COUNTY LOCAL DEV CORP 273106797 267045GX4 2016-07-07 406680960 CONSTRUCT, RENOVATE, EQUIP FACILIT false false false A 8403860 0 19473945 1086933 367816 0 249119 285086 0 3055897 14429093 0 2008 false true true true B 10470000 0 34762447 0 0 0 597852 273299 0 22663695 11227602 0 2012 true false true true C 3425000 0 17111463 1346985 0 0 137044 0 0 0 16974419 0 2006 true false true true D 0 0 415037286 0 32208704 0 3361803 0 0 244261324 0 135205454 false false false true A false false false false 0 true B false false false false 0 true C false false false false 0 true D false false false false 0 true A false false false true false false 0 false 0 true true B false false true true false false 0 false 0 false true C false false true true false false 0 false 0 false true D false true false false false false 0 false 0 false true A false B false C false D false BOND ISSUES PART 1, LINE A, COLUMN E - TOTAL ISSUE PRICE PER IRS FORM 8038 - $61,974,071.30 ALLOCATED BETWEEN 3 ORGANIZATIONS. PART I, LINE D, COLUMN E - TOTAL ISSUE PRICE PER IRS FORM 8038 - $438,672,525.55 ALLOCATED BETWEEN 3 ORGANIZATIONS PART I, LINE A, COLUMN (F) - PURCHASE MEDICAL EQUIPMENT AND REFUND PRIOR ISSUE (4/13/00) PART I, LINE B, COLUMN (F) - CONSTRUCTION OF FACILITY AND REFUND PRIOR ISSUE (1/22/04) PROCEEDS PART II, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. PART II, LINE 3 - THE TOTAL PROCEEDS DO NOT EQUAL THE SUMMATION OF LINES 4 - 12 DUE TO TRANSFERRED OR REPLACEMENT PROCEEDS IN LINE 4. ARBITRAGE PART IV, ARBITRAGE, LINE 2C: (A) ISSUER NAME: DORMITORY AUTHORITY - STATE OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2016 (A) ISSUER NAME: DUTCHESS COUNTY LOCAL DEV CORP DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2012 (A) ISSUER NAME: DUTCHESS COUNTY INDUSTRIAL DEV AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2015 NOTE REGARDING THE REBATE COMPUTATION ON 11/30/12: SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. FORM 990 PART I LINE 1 - COMMUNITY BENEFIT PLAN-MISSION STATEMENT The mission of Vassar Brothers Medical Center is to be the preeminent provider of health care in the Hudson Valley. Vassar Brothers Medical Center will strive to provide the highest quality health care services to anyone who needs our care and to continually seek to improve our services. Vassar Brothers Medical Center will expand and develop primary and tertiary services based on the needs of our community with a focus on Cardiology, Oncology, Women and Children and Surgical Services. Planning and program development will be systematic, will utilize a multi-disciplinary approach and rely on evidence-based medicine. Financial security is a fundamental requisite to the longer term viability of the Hospital. The organization must have sufficient financial resources to achieve and maintain high quality standards, replace assets, keep pace with technological advances, provide start-up capital for new programs, expand existing programs and underwrite bad debt and charity care. Fulfillment of this vision statement is dependent on the continuous improvement in the quality of services provided to patients, physicians and the community based on bringing innovative medical and information technology and continuing medical education to enhance patient care and safety. To that end, Vassar Brothers Medical Center will seek to accomplish the following goals: To attract and retain the highest quality employees, physicians, trustees and volunteers; and to maintain an environment that encourages, supports and rewards safety and excellence in all its various forms. Finally, as a voluntary and charitable organization that serves a vital public need, the Hospital continually strives to maintain the trust, confidence and respect of the people we serve. FORM 990 PART VI SECTION A LINE 6 AND 7A- GOVERNING BODY LINE 6 - THE SOLE MEMBER OF VBMC IS HEALTH QUEST SYSTEMS, INC. LINE 7A - APPOINTMENT/ELECTION OF GOVERNING BODY - 6.01 Officers. The Officers of VBMC shall be a Chair, First Vice-Chair, Second Vice-Chair, Secretary/Treasurer, and Hospital President. From time to time, the Board of Trustees may appoint such other Officers with powers and duties not inconsistent with these Bylaws. Any two or more offices may be held by the same person, except the offices of Chair, Hospital President and Secretary/Treasurer. 6.02 Election. The Chair of the Board, First Vice-Chair, Second Vice-Chair and the Hospital President shall be elected by Health Quest. The Secretary/Treasurer and other Officers shall be elected by a vote of the majority of the entire Board of Trustees at a meeting of the Board of Trustees. All Officers shall serve for a term of two (2) years until successors are elected and qualified, such term commencing at the close of the meeting at which they are elected. Officers may be elected for no more than two (2) consecutive terms. 6.03 Vacancies. A vacancy occurring in any office during the year may be filled by a vote of a majority of the entire Board of Trustees for the remainder of the term thereof at the next Annual Meeting or any regular meeting of the Board or at a special meeting called for such purpose, provided that a vacancy in the office of Chair of the Board, First Vice-Chair, Second Vice-Chair or Hospital President may be filled only by Health Quest. 6.04 Removal. Any Officer may be removed from office, with or without cause, by an affirmative vote of two-thirds (2/3) of the entire Board of Trustees at any meeting of the Board, except the Chair of the Board, First Vice-Chair, Second Vice-Chair and the Hospital President may be removed only by Health Quest. 6.05 Duties and Responsibilities. (a) Chair. The Chair shall preside at all meetings of the Board of Trustees. In accordance with Articles VII and VIII, the Chair also shall (i) appoint the Committee Chairs and members of all Committees of the Board (except the Executive Committee) and ad hoc committees, (ii) serve as an ex-officio member, with vote, on each Committee, (iii) serve as the Chair of the Executive Committee. The Chair shall perform such other duties as may be provided for by law, these Bylaws, or resolution of the Board of Trustees. No employee of the Corporation shall serve as Chair nor hold any other title with similar responsibilities. (b) First Vice-Chair. In the absence of the Chair, the First Vice-Chair shall preside at meetings of the Board of Trustees. When so acting as Chair, the First Vice-Chair shall have all the powers and authority of the Chair. The First Vice-Chair shall perform such other duties as may be provided for by the Board of Trustees. (c) Second Vice-Chair. In the absence of the Chair and First Vice-Chair, the Second Vice-Chair shall preside at meetings of the Board of Trustees. When so acting as Chair, the Second Vice-Chair shall have all the powers and authority of the Chair. The Second Vice-Chair shall perform such other duties as may be provided for by the Board of Trustees. (d) Secretary/Treasurer. (i) The Secretary/Treasurer shall be responsible for such books, documents, and papers as the Board may determine. The Secretary/Treasurer shall cause minutes to be kept for all meetings of the Board of Trustees, may sign any contracts or agreements with the Chair, the Hospital President, the First Vice-Chair or Second Vice-Chair in the name of VBMC if so authorized or ordered by the Board, and may affix the seal of VBMC to written instruments when so authorized or ordered by the Board. The Secretary/Treasurer shall perform such other duties as shall be assigned by the Board of Trustees and as are incidental to the office of secretary of a not-for-profit corporation. (ii) The Secretary/Treasurer shall either personally perform, or ensure that appropriate employees of VBMC perform, the following functions: receive and care for all monies and properties belonging to VBMC and dispose of the same under the direction of the Board of Trustees, receive and give receipts for all amounts due to VBMC, endorse checks in its name and on its behalf, receive full discharge for the same in accordance with these Bylaws, and perform such other duties as assigned by the Board of Trustees and as are incidental to the office of treasurer of a not-for-profit corporation. (e) Hospital President. The Hospital President shall serve as the chief executive officer of VBMC and shall have the authority and responsibility to manage and operate VBMC in all its activities, subject to these Bylaws, the Certificate of Incorporation, and such policies as may be adopted from time to time by the Board of Trustees or Health Quest. The Hospital President's responsibilities shall include, but are not limited to, the following: (i) Acting under the direction of and being accountable to the Board of Trustees of VBMC and Health Quest; (ii) Providing effective liaison between the Board of Trustees and management; (iii) Appointing (either personally or through delegation to responsible subordinates), and VBMC shall employ, such personnel as may be required to conduct the affairs of VBMC; (iv) Ensuring that all activities are properly organized, directed and accounted for as established by the Board of Trustees; (v) Providing reports to the Board of Trustees to keep the Board fully informed of the affairs of VBMC; (vi) Performing all duties required by law; and (vii) Unless otherwise provided for herein, performing (either personally or through delegation to responsible subordinates) all acts and executing all documents necessary to carry out the duties of the position of Hospital President. FORM 990 PART VI SECTION B LINE 11B - POLICIES 1 LINE 11 B - PRIOR TO FILING, A DRAFT OF THE COMPLETED FORM 990 WAS REVIEWED BY INTERNAL MANAGEMENT. AFTER THAT REVIEW WAS COMPLETE, THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS OF HQ (PARENT OF THE FILING ORGANIZATION) FOR ADDITIONAL REVIEW AND COMMENT. CONTACT INFORMATION WAS PROVIDED SHOULD QUESTIONS ARISE. A 3RD PARTY WAS HIRED TO ASSIST IN THE PREPARATION OF SCHEDULE K. FORM 990 PART VI SECTION B LINE 12C, 15A AND 15B - POLICIES LINE 12C - ON AN ANNUAL BASIS OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FILING WHICH IS REVIEWED BY THE HQ VP FOR COMPLIANCE AND INTERNAL AUDIT. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE HQ BUSINESS ETHICS COMMITTEE ON BEHALF OF VBMC. LINE 15A/15B - COMPENSATION FOR THE CEO, TOP MANAGEMENT AND OTHER KEY EMPLOYEES IS ESTABLISHED BY THE HEALTH QUEST EXECUTIVE COMPENSATION COMMITTEE BASED ON INFORMATION AND RECOMMENDATIONS OF AN INDEPENDENT THIRD PARTY. FORM 990 PART VI SECTION C LINE 19 - DISCLOSURE POLICIES AND FINANCIAL STATEMENTS FOR VBMC ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE DOCUMENTS ARE PROVIDED EITHER ELECTRONICALLY OR PAPER COPIES. IN ADDITION, CERTAIN FINANCIAL INFORMATION IS AVAILABLE ON VARIOUS WEBSITES DUE TO REGULATORY FILINGS SUCH AS THE 990 AND BOND HOLDER AGREEMENTS. SCHEDULE R PART II - RELATED TAX EXEMPT ORGANIZATIONS Entity Tax ID# Primary Activity Legal Domicile Exempt Code Status Public Charity Status Direct controlling Entity Vassar Brothers Medical Center 14-1338586 Hospital NY 501c3 Box 3 HQ The Foundation for Vassar Brothers Medical Center 14-1736429 Fundraising NY 501c3 Box 9 HQ Riverside Diversified Services, Inc (Parent) 14-1675545 Education NY 501c3 Box 9 HQ Alamo Ambulance Service, Inc 14-1745417 Transport NY 501c3 Box 9 HQ Health Quest Home Care, Inc (Certified) 14-1788412 Home Health NY 501c3 Box 9 HQ Health Quest Home Care, Inc (Licensed) 14-1788410 Home Health NY 501c3 Box 9 HQ Northern Dutchess Hospital 14-1338467 Hospital NY 501c3 Box 3 HQ Northern Dutchess Residential Health Care Facility 22-3129608 Nursing Home NY 501c3 Box 9 HQ NDH Foundation 14-1776208 Fundraising NY 501c3 Box 9 HQ Putnam Hospital Center 14-6019179 Hospital NY 501c3 Box 3 HQ Putnam Hospital Center Foundation 06-1399319 Fundraising NY 501c3 Box 9 HQ Health Quest Medical Practice, PC 56-2669185 Medical Care NY 501c3 Box 3 HQ Health Quest Urgent Medical Practice, PC 80-0152047 Medical Care NY 501c3 Box 3 HQ Vassar Health Connecticut Inc 81-5056290 Hospital CT Applying for 501c3 status HQ Vassar Health Quest Medical Practice of Connecticut Inc 82-1466583 Medical Care CT Applying for 501c3 status HQ Hudson Valley Cardiovascular Practice, PC 46-3756713 Medical Care NY 501c3 Box 3 HQ VBH Insurance Co. Ltd. 98-1083868 Captive Insurance Cayman Islands HQ Wells Manor Housing Development Fund Corporation 11-2611902 Low Income Housing NY 501c3 Box 3 HQ SCH R PART V LINE 2 (2) - ALLOCATION METHODOLOGY FOR HQ ALLOCATION OF SUPPORT SERVICES SHARED EXPENSES CASH FUNDING GENERAL: THE FOLLOWING SERVICES ARE CONSIDERED SHARED SERVICES FOR HEALTH QUEST AFFILIATES AND THE COST TO PROVIDE THESE SERVICES ARE ALLOCATED TO EACH ENTITY WHICH BENEFITS FROM THE SERVICE BASED ON A PRE DEFINED ALLOCATION METHODOLOGY: 1. SPECIALTY STAFFING A. VBMC SURGICAL B. RADIOLGOY C. ONCOLOGY D. VBMC SLEEP LAB E. PT/OT/ST F. CARDIAC REHAB 2. CLINICAL MANAGEMENT A. EMERGENCY ROOM B. ONCOLOGY 3. REVENUE CYCLE INCLUDING HEALTH INFORMATION MANAGEMENT, BUDGETS AND REIMBURSEMENT, REVENUE INTEGRITY, SYSTEM BUSINESS OFFICE, PATIENT ACCESS OVERSIGHT, FINANCIAL CLEARANCE CENTER, MANAGED CARE AND DECISION SUPPORT 4. FACILITIES INCLUDING COURIER SERVICE, CONSTRUCTION, PROPERTY MANAGEMENT, FACILITY OPERATIONS, FOOD SERVICE MANAGEMENT AND SECURITY MANAGEMENT 5. BUSINESS DEVELOPMENT INCLUDING STRATEGIC PLANNING, MARKETING AND PUBLIC RELATIONS, ANSWERING SERVICE AND COMMUNITY EDUCATION 6. CORPORATE FINANCE INCLUDING ACCOUNTS PAYABLE, PAYROLL, GENERAL ACCOUNTING, PURCHASING, SUPPLY CHAIN AND MAILROOM, PRACTICE MANAGEMENT BILLING AND MANAGEMENT ENGINEERING 7. INTERNAL AUDIT AND COMPLIANCE 8. PRACTICE MANAGEMENT OPERATIONS INCLUDING PHYSICIAN RECRUITMENT, PHYSICIAN MANAGEMENT ENGINEERING 9. HUMAN RESOURCES AND LEARNING AND DEVELOPMENT 10. ADMINISTRATIVE INCLUDING EXECUTIVE OFFICE, HOSPITAL SUPPORT AND RISK MANAGEMENT 11. LEGAL COUNSEL 12. INFORMATION TECHNOLOGY AND MEDICAL TECHNOLOGY WERVICES (MTS) DESCRIPTION OF SERVICES: 1. SPECIALTY STAFFING A. PROVIDES NON UNION STAFFING SERVICES FOR VARIOUS SPECIALTIES TO THE HOSPITALS, OFFSITE ANCILLARY LOCATIONS AND THE FISHKILL MEDICAL MALL 2. CLINICAL MANAGEMENT INCLUDES MANAGEMENT OVERSIGHT TO SYSTEM CONSOLIDATED CLINICAL SERVICES 3. REVENUE CYCLE A. HEALTH INFORMATION MANAGEMENT FUNCTIONS INCLUDES CODING AND TRANSCRIPTION OF MEDICAL RECORDS FOR ALL 3 HOSPITALS B. BUDGET FUNCTIONS INCLUDE PREPARATION OF ANNUAL BUDGETS, VARIANCE REPORTING AND MAINTENANCE OF THE BUDGET MODULE. REIMBURSEMENT FUNCTIONS INCLUDE PREPARATION OF ANNUAL COST REPORTS, ANALYSIS OF THIRD PARTY RATE ACCOUNTS AND THRID PARTY AUDITS. C. REVENUE INTEGRITY FUNCTIONS INCLUDE CHARGE MASTER ANALYSIS AND DEVELOPMENT OF REVENUE PRODUCTIN CHARGES, COMPLIANCE WITH CPT CODING AND ESTABLISHMENT OF APPROPRIATE CHARGES D. SYSTEM BUSINESS OFFICE SERVICES INCLUDES PRODUCING CLAIMS FOR THIRD PARTY PAYERS AND PRIVATE PAY PATIENTS, PAYMENT PROCESSING, PERIODIC REPORTING, ACCOUNTS RECEIVABLE ANALYSIS, CHARITY CARE APPLICATION PROCESS, DENIAL MANAGEMENT, COLLECTION AND FOLLOW UP FOR THE HOSPITALS. PATIENT ACCESS AND FINANCIAL CLEARANCE CENTER INCLUDES OVERSIGHT OF ALL CENTRALIZED REGISTRATION AREAS AT THE HOSPITALS AND PRE-AUTHORIZATION FOR NUMEROUS HOSPITAL SERVICES TO INSURE COMPLIANCE WITH THIRD PARTY REGULATIONS E. MANAGED CARE FUNCTIONS INCLUDE CONTRACT NEGOTIATIONS AND ANALYSIS OF CONTRACT TERMS F. DECISION SUPPORT FUNCTIONS INCLUDE COST ACCOUNTING REPORTING, MAINTENANCE OF HBI (HORIZON BUSINESS INSIGHT) REPORTING AND THE CONTRACT MANAGEMENT SYSTEM 4. FACILITIES A. COURIER SERVICE PROVIDES DELIVERY SERVICES INTERNALLY THROUGHOUT THE HQ SYSTEM AND BANK DEPOSIT DROP OFFS B. CONSTRUCTION AND PROPERTY MANAGEMENT FUNCTIONS INCLUDE CONTRACTING SERVICES FOR HEALTH QUEST PROJECTS AND PROPERTY MANAGEMENT OF ALL HQ FACILITIES C. FACILITY OPERATIONS INCLUDE MANAGEMENT OVERSIGHT OF THE ENGINEERING DEPARTMENTS FOR THE HOSPITALS D. FOOD SERVICE MANAGEMENT INCLUDES MANAGEMENT OVERSIGHT OF FOOD AND NUTRITION DEPARTMENTS FOR THE HOSPITALS E. SECURITY FUNCTIONS INCLUDE MANAGEMENT OVERSIGHT OF ALL FACILITIES TO ENSURE THE SAFEST ENVIRONMENT 5. BUSINESS DEVELOPMENT A. STRATEGIC PLANNING FUNCTIONS INCLUDE CON SUBMISSIONS, MARKET DATA ANALYSIS AND ASSISTANCE WITH BUSINESS PLANS B. MARKETING INCLUDES ADVERTISING SERVICES, COORDINATION OF HEALTH QUEST ADVERTISEMENTS AND MANAGEMENT OF THE HQ WEBSITE CONTENT C. PUBLIC RELATIONS FUNCTIONS INCLUDE COORDINATION OF HEALTH QUEST COMMUNICATION TO EXTERNAL CUSTOMERS, PATIENTS AND MEDIA D. OVERSIGHT OF THE OUTSOURCED ANSWERING SERVICES FOR PHYSICIANS AFFILIATED WITH THE HOSPITALS AND HQMP E. COMMUNITY EDUCATION FUNCTIONS INCLUDE TRAINING CLASSES SPECIFIC TO LIFE SAVING TECHNIQUES 6. FINANCE A. ACCOUNTS PAYABLE FUNCTIONS INCLUDE SCHEDULING VENDOR PAYMENTS, INSURING FLOW OF GOODS AND SERVICES, MAINTAINING DAYS CASH ON HAND GOALS AND MAINTAINING DAYS IN ACCOUNTS PAYABLE B. PAYROLL FUNCTIONS INCLUDE BI-WEEKLY EMPLOYEE PAYMENTS AND TAX FILINGS IN ACCORDANCE WITH HUMAN RESOURCES AND PAYROLL POLICIES C. GENERAL ACCOUNTING FUNCTIONS INCLUDE PREPARATION OF FINANCIAL STATEMENTS, ACCOUNT ANALYSIS, CONTRACT RECONCILIATION, TAX FILINGS, INVESTMENT COORDINATION, AND COORDINATION OF INTERNAL AND EXTERNAL AUDIT FUNCTIONS D. PURCHASING, SUPPLY CHAIN AND MAILROOM FUNCTIONS INCLUDE PROCUREMENT SERVICES, CONTRACT NEGOTIATIONS, PRICE NEGOTIATIONS, CAPITAL PURCHASE NEGOTIATINS, MANAGEMENT/DISTRIBUTION OF HOSPITAL INVENTORY, AND CENTRAL MAILROOM MANAGEMENT E. PRACTICE MANAGEMENT BILLING FUNCTIONS INCLUDE PRODUCING ALL CLAIMS FOR THIRD PARTY PAYERS AND PRIVATE PAY PATIENTS, PAYMENT PROCESSING, PERIODIC REPORTING, ACCOUNTS RECEIVABLE ANALYSIS, CHARITY CARE APPLICATION PROCESS, DENIAL MANAGEMENT, COLLECTION AND FOLLOW UP SERVICES FOR ALL EMPLOYED HQ PHYSICIANS F. MANAGMENT ENGINEERING FUNCTIONS INCLUDE EVALUATING EACH AREA WITHIN HQ TO ENSURE COMPLIANCE WITH VARIOUS PRODUCTIVITY BENCHMARKS OPTIMIZING STAFFING RATIOS 7. INTERNAL AUDIT AND COMPLIANCE INCLUDES OVERSIGHT OF THE CORPORATE COMPLIANCE PROGRAM, INTERNAL AUDIT, HIPAA COMPLIANCE, CONTRACT REVIEW AND COMPLIANCE 8. HUMAN RESOURCE AND LEARNING AND DEVELOPMENT FUNCTIONS INCLUDE RECRUITMENT, COMPENSATION, BENEFIT ADMINISTRATION AND EMPLOYEE TRAINING 9. PHYSICIAN MANAGEMENT OPERATIONS FUNCTIONS INCLUDE OVERSIGHT OF ALL HQ PHYSICIAN PRACTICES, PHYSICIAN RECRUITMENT FUNCTIONS, AND THE CENTRALIZED SCHEDULING OFFICE 10. ADMINISTRATIVE FUNCTIONS INCLUDE OVERSIGHT OF THE HEALTH QUEST SYSTEM, HOSPITAL MANAGEMENT AND RISK MANAGEMENT 11. LEGAL COUNSEL FUNCTIONS INCLUDE INTERNAL LEGAL SERVICES FOR HQ AND COORDINATION OF ALL OUTSOURCED LEGAL INITIATIVES 12. INFORMATION TECHNOLOGY AND MTS A. IT PROVIDES INFORMATION TECHNOLOGY SUPPORT FOR ALL APPLICATIONS AND TELEPHONY SUPPORT WITHIN HQ. IN ADDITION, PROVIDES PROJECT MANAGEMENT SERVICES FOR ALL NEW AND UPGRADES TO CURRENT IT APPLICATIONS B. MTS/BIOMED INCLUDES TECHNICAL SERVICES PROVIDED TO EACH HOSPITAL FOR EQUIPMENT REPAIR AND MAINTENANCE SHARED EXPENSES. IN ADDITION TO SERVICES PROVIDED BY SUPPORT DEPARTMENTS, CERTAIN INSURANCE POLICIES ARE CONSOLIDATED FOR ALL HEALTH QUEST ENTITES. THESE INCLUDE PROPERTY INSURANCE, TRAVEL, CRIME, ENVIRONMENTAL, CYBER RISK AND DIRECTORS AND OFFICERS INSURANCE ALLOCATION METHODOLOGY: NET REVENUE - LAB MANAGEMENT, BUDGETS, REVENUE CYCLE, MANAGED CARE, DECISION SUPPORT, ALL FACILITIES (EXCLUDING CONSTRUCTION), BUSINESS DEVELOPMENT, GENERAL ACCOUNTING, MANAGEMENT ENGINEERING, INTERNAL AUDIT AND COMPLIANCE, EXECUTIVE OFFICE, LEGAL, INFORMATION TECHNOLOGY AND MTS # OF VISITS/PROCEDURES - STAFFING SPECIALTIES HISTORICAL TRENDS - HEALTH INFORMATION MANAGEMENT, CLINICAL MANAGEMENT AND HOSPITAL SUPPORT CASH COLLECTIONS - PATIENT ACCOUNTING AND THE FINANCIAL CLEARANCE CENTER # OF FTE'S - PAYROLL AND HUMAN RESOURCES NON PAYROLL EXPENSES - ACCOUNTS PAYABLE AND PURCHASING PROJECT BASED - CONSTRUCTION # OF FTE'S ALLOCATED TO PHYSICIAN SITES - PRACTICE MANAGEMENT BILLING, OPERATIONS AND PHYSICIAN PRACTICE MANAGEMENT SYSTEM BENEFITS: 1. FINANCIAL PLANNING 2. REVENUE ENHANCEMENT 3. IMPROVED CASH COLLECTIONS 4. ENHANCED MANAGED CARE CONTRACT RATES 5. OPTIMIZED MEDICAL RECORDS CODING 6. SAVINGS FOR SUPPLIES, CONTRACTS, INSURANCE AND CAPITAL PURCHASES 7. STAFFING REDUCTION THROUGH SHARED SERVICES 8. ENHANCED EMPLOYEE BENEFIT PROGRAMS FORM 990 PART XI LINE 9 - RECONCILIATION OF NET ASSETS ADDITIONAL PENSION LIABILITY - $11,546,257; TRANSFER OF EQUITY - ($61,446,807); CHANGE IN RESTRICTED CONTRIBUTIONS - $4,939,829 FORM 990 PART XIII LINE 3A - OMB CIRCULAR A-133 AUDIT VASSAR BROTHERS MEDICAL CENTER DID NOT RECEIVE MORE THAN $750,000 IN FEDERAL AWARDS IN 2018, AND DID NOT QUALIFY FOR AN A-133 AUDIT. SCHEDULE R PART V LINE 2 (4) - ALLOCATION METHODOLOGY FOR HQMP The hospital pays administrative fees and subsidies to Health Quest Medical Practice PC. These fees are for expenses incurred by the medical practice while providing the following services to VBMC at cost. Hospitalists: The physicians employed by the Hospitalist program admit and provide care to inpatients at VBMC allowing the patient's private/primary community physician to remain in their office. The care is provided on a continuous basis to the patient throughout the day, night and weekends. The specific requirements of the group are detailed below: 24/7 coverage, Medical Director administrative time: 18 hours per week includes: scheduling, payroll, recruitment, evaluation of growth, review financial records. Night coverage: 15 hour shift. 6 hours are spent on billable patient care, while the remaining 9 hours (63 hours per week) are involved with covering existing team and being available for ER evaluations or new consults. These hours are critical for excellent care and are not billable. Day MD administrative time: filling out forms, conferences with patients/family/staff beyond E/M billable time, signing charts. 1 hour each per provider or 3 hours per day- 21 hours per week, Case management advisor participates in QI programs at the hospital, and Chair of information management committee. Nursing Education directs and coordinates all clinical matters. Develop cost effective care, cost containment measures, assist in operating and capital budgets, including projections of revenue and expenditures, ensure the consistency and quality of services provided. Analyze clinical outcomes, and identify deficiencies. Resolve patient problems with the quality of services. Maintain written reports to outline goals, objectives and standards for services. Scheduling providers participate in community outreach programs and community education. Review financial reports and ensures that all providers are compliant. Intensivists: The physicians employed by the Intensivist (triple boarded) program provide care to critically ill patients in the intensive care and critical care units at VBMC. The appropriate level of care warranted by the acuity of the patient is provided on a continuous basis to the patient throughout the day, night and the weekends. The specific requirements of the group are detailed below: 24/7 coverage for code stats. Lead team, intubate, place lines, emergency pacemakers, etc. 24/7 rapid consultations available for medical staff. 24/7 availability to triage patients moving into, or out of, intensive care. 24/7 coverage of ED evaluations and urgent/emergent advice of critically ill adults. Mandated coverage for an average of 15 ICU patients/day, and direct and coordinate all clinical matters. Develop cost effective care, cost containment measures, assist in operating and capital budgets including projections of revenue and expenditures, and ensure the consistency and quality of services provided. Analyze clinical outcomes, and identify deficiencies. Resolve patient problems with the quality of services. Maintain written reports to outline goals, objectives and standards for services. Scheduling providers participate in community outreach programs and community education. Review financial reports and ensures that all providers are compliant. Surgical PA Program: The Physician Assistants employed by the Surgical PA program assist during surgical procedures at VBMC, PHC and NDH. This service is extremely important to the community of surgeons due to a shortage (and aging) of general surgeons in Dutchess County. This program reduces the need for surgeons to double-up during procedures. The specific requirements of the group are detailed below: Direct and coordinate all clinical matters. Develop cost effective care, cost containment measures, assist in operating and capital budgets including projections of revenue and expenditures to ensure the consistency and quality of services provided. Analyze clinical outcomes, and identify deficiencies. Resolve patient problems with the quality of services. Recommends employment and termination of non-physician personnel. Maintain written reports to outline goals, objectives and standards for services. Scheduling providers participate in community outreach programs and community education. Review financial reports to ensure that all providers are compliant. CTPA: The physician assistants employed by the Cardio Thoracic PA program assist during cardiac surgical procedures at VBMC. This service is vital since there are currently only four Cardiothoracic Surgeons at VBMC who cannot provide 24/7 coverage for their patients without this program. The specific requirements of the group are detailed below: 24/7 coverage (8,736 hours per year) for Cardiothoracic patients. Breast Surgery: The physicians employed by the Oncology program provide care for oncology patients on both an outpatient basis (office visits) and an inpatient basis for surgical procedures and the associated post-operative care. The specific requirements of the group are detailed below: Coordinates patient and OR schedules. Reviews patient work load, and delegate's projects and concerns. Handles day to day office issues at the practice. Gives lectures on Breast Cancer at VBMC and community events. Directs and coordinates all clinical matters. Develop cost effective care, cost containment measures, assist in operating and capital budgets including projections of revenue and expenditures to ensure the consistency and quality of services provided. Analyze clinical outcomes, and identify deficiencies. Resolve patient problems with the quality of services. Recommends employment and termination of non-physician personnel. Maintains written reports to outline goals, objectives and standards for services. Scheduling providers participate in community outreach programs and community education. Review financial reports to ensure that all providers are compliant. CT Surgeons: The physicians and physician assistants employed by HQMP provide care for cardiac patients on both an outpatient basis (office visits) and an inpatient basis for surgical procedures and the associated post-operative care. The specific requirements of the group are detailed below: Direct and coordinate all clinical matters. Develop cost effective care, cost containment measures, assist in operating and capital budgets including projections of revenue and expenditures to ensure the consistency, quality of services provided. Analyze clinical outcomes, and identify deficiencies. Resolve patients and problems with the quality of services. Recommends employment and termination of non-physician personnel. Maintains written reports to outline goals, objectives and standards for services. Scheduling providers participate in community outreach programs and community education. Review financial reports to ensure that all providers are compliant. FORM 990 PART VI SECTION A LINE 7B - GOVERNING BODY LINE 7B - 4.01 Powers of the Board of Trustees. The business and property of VBMC shall be managed by VBMC's Board of Trustees and Health Quest, as the co-established operator of VBMC. Although Health Quest may elect from time to time to delegate to and/or act jointly with the VBMC Board of Trustees, Health Quest has the authority to exercise independently its established powers and rights in its capacity as the co-established operator. Any such delegated authority shall at all times remain subject to the oversight, modification or repeal of Health Quest as the co-established operator of VBMC. Without limiting the foregoing powers, Health Quest shall consult with the Chair of the VBMC Board of Trustees before modifying or repealing any joint operating authority delegated under Section 4.02. 4.02 Joint Operating Authority Delegated to VBMC. Subject to Sections 2.02 and 4.01, the Board of Trustees of VBMC shall have the following operating authority as delegated by Health Quest: (a) Quality Assurance. Apply and execute the quality assurance standards and any quality assurance policies and plans adopted by Health Quest. (b) Medical Staff Credentialing and Bylaws. Apply and execute the Medical Staff credentialing standards and any policies adopted by Health Quest, which includes being responsible for: (i) Appointing the members of the Medical Staff; (ii) Approving any Medical Staff appointments such as Medical Staff officers or department chairs requiring Board approval; (iii) Pursuant to the procedures set forth in the Bylaws of the Medical Staff, dismissing any member of the Medical Staff, and approving, rejecting or modifying any corrective action taken or recommended by the Medical Staff for any member of the Medical Staff; and (iv) Approving the Medical Staff Bylaws, Rules and Regulations. (c) Strategic Planning. Provide input to the system-wide strategic planning process and VBMC-specific strategic plan, as requested and approved by Health Quest, and monitor the implementation of such plan. (d) Statements of Deficiency and Legal Compliance. Respond to any statements of deficiency issued by any regulatory or accrediting authority and take all appropriate and necessary action to monitor and restore compliance with deficiencies in VBMC's compliance with statutory, regulatory or accreditation requirements, including but not limited to monitoring the submission and implementation of all plans of correction. (e) Conflicts of Interest. Implement and comply with the written Conflict of Interest Policy as approved by Health Quest and as interpreted and directed by the Compliance and Audit Committee of Health Quest. (f) Community Health Needs. Implement the statement of mission approved by Health Quest by developing a Community Service Plan tailored specifically to the work of VBMC in the community it serves and monitoring performance thereof. (g) Budgets and Financial Performance. Assist in developing and monitoring the budgets for VBMC, as requested by Health Quest and, as approved, monitor the financial performance of VBMC. (h) Physician Arrangements. Review and approve physician financial arrangements in accordance with and as permitted by a system-wide policy adopted by Health Quest. (i) Evaluation of the Board of Trustees. Develop an annual action plan for VBMC's Board of Trustees, perform an annual self-evaluation of the Board of Trustees, comparing performance to the goals set forth in the annual action plan, and execute a Board education plan developed and approved by Health Quest. (j) Evaluation of Hospital President. Monitor and provide input to VBMC and Health Quest concerning the performance of the President of VBMC. (k) Nominations for Trustee and Officer Positions. Recommend to the Health Quest Executive Committee, acting as the Governance and Nominating Committee, candidates for consideration for VBMC Trustee and Officer positions. (l) Minutes. Cause written minutes to be maintained of meetings of the Board of Trustees of VBMC and its committees including a record of attendance, which minutes shall be signed by the Secretary of VBMC and retained as a permanent record in the offices of VBMC. HEALTH QUEST SYSTEMS INC 1351 ROUTE 55 LAGRANGEVILLE NY 12540 141678068 SUPPORT SERV NY 501(c)(3) BOX 9 HQ 21 READE PLACE ASC LLC 243 NORTH ROAD SUITE 303 POUGHKEEPSIE NY 12601 900978287 NY 21 READE PLACE 557506 187274 true 0.26000 true false false false false false false false false false false false false false true true false HEALTH QUEST SYSTEMS INC A 495103 RENT AT FMV HEALTH QUEST SYSTEMS INC P 120946998 SEE SCHEDULE O HEALTH QUEST MEDICAL PRACTICE PC A 1618459 RENT AT FMV HEALTH QUEST MEDICAL PRACTICE PC P 35070552 SEE SCHEDULE O HV CARDIOVASCULAR PRACTICE PC A 575448 RENT AT FMV HEALTH QUEST URGENT MEDICAL CARE PRACTICE PC A 2662 RENT AT FMV HV CARDIOVASCULAR PRACTICE PC P 1316440 COST OF SERVICE VASSAR HEALTH CONNECTICUT P 513474 COST OF SERVICE NORTHERN DUTCHESS HOSPITAL Q 154639 COST OF SERVICE THOMPSON HOUSE Q 63878 COST OF SERVICE VASSAR BROTHERS MEDICAL CENTER FOUNDATION A 6000 RENT AT FMV