2025-11-14T23:16:44-06:00 2024-12-31 ERNST & YOUNG US LLP 1 MANHATTAN WEST NEW YORK NY 10001 990 2024-01-01 131624135 NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE % TODD GORLEWSKI NEWY 2126061000 535 EAST 70TH STREET NEW YORK NY 10021 Todd Gorlewski SVP & CAO 2126061000 2025-11-10 true YUCEN ZHONG P01593150 2127736170 2025-11-14 2024 2025-03-06 01:10:19Z Hospital For Special Surgery Bryan T Kelly 535 EAST 70TH STREET NEW YORK NY 10021 2033643228 false X www.hss.edu X 1863 NY PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, & ENHANCE THE QUALITY OF LIFE FOR ALL, & ADVANCE THE SCIENCE OF ORTHOPEDIC SURG, RHEUMATOLOGY, & THEIR RELATED DISCIPLINES. 54 45 6693 492 1082023 0 80858508 80745815 1417149880 1499820412 42745279 60619456 140928711 115674031 1681682378 1756859714 541934 460860 0 0 897187010 962432538 0 0 0 652128149 679649860 1549857093 1642543258 131825285 114316456 3124359384 3434987967 1314611974 1402421293 1809747410 2032566674 X THE MISSION OF HOSPITAL FOR SPECIAL SURGERY IS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL AND TO ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY, AND THEIR RELATED DISCIPLINES THROUGH RESEARCH AND EDUCATION. WE DO THIS REGARDLESS OF RACE, COLOR, CREED, SEXUAL ORIENTATION, OR ETHNIC ORIGIN. false false 1197022493 460860 1559864176 PATIENT CARE: HOSPITAL FOR SPECIAL SURGERY IS COMMITTED TO PROVIDING WORLD-CLASS CARE TO ITS PATIENTS AND HELPING THEM TO REGAIN THEIR MOBILITY, WHILE ALSO ADVANCING RESEARCH INITIATIVES TO EXPLORE AND IMPROVE TREATMENTS FOR ORTHOPEDIC AND RHEUMATOLOGIC CONDITIONS. HOSPITAL FOR SPECIAL SURGERY OPERATED 156 and 166 STAFFED BEDS AS OF DECEMBER 31, 2024 AND DECEMBER 31, 2023; AND 43 OPERATING ROOMS AS OF DECEMBER 31, 2024 AND DECEMBER 31, 2023. WE PERFORMED 30,781 SURGERIES, A INCREASE OF 87 OVER THE PRIOR YEAR, WHILE NON-SURGICAL OUTPATIENT VISITS NUMBERED 729,918, 41,079 MORE THAN 2023. HOSPITAL FOR SPECIAL SURGERY PROVIDED INPATIENT CARE TO 9,162 PATIENTS, 1,649 LESS THAN 2023. OF THOSE IN 2024, 8,953 WERE SURGICAL. TOTAL AMBULATORY SURGICAL CASES NUMBERED 21,828, AN INCREASE OF 1,712 FROM 2023. THE HOSPITAL HAS A DIVERSE PATIENT POPULATION SERVING THOSE WITH PUBLIC INSURANCE (MEDICARE AND MEDICAID), PRIVATE INSURANCE (VARIOUS PAYORS) AND THE UNINSURED. THE HOSPITAL MAINTAINS A FINANCIAL ASSISTANCE PROGRAM TO ASSIST THOSE THAT CANNOT PAY FOR ITS SERVICES AND PROVIDES NUMEROUS OTHER COMMUNITY BENEFIT PROGRAMS. HOSPITAL FOR SPECIAL SURGERY IS ALSO RECOGNIZED AS A MAGNET HOSPITAL FOR EXCELLENCE IN NURSING CARE. THE HOSPITAL IS RECOGNIZED FOR ITS EXCELLENCE IN PATIENT CARE AND IS CONSISTENTLY RANKED BY U.S. NEWS AND WORLD REPORT IN ITS SPECIALTIES. 58091304 44037990 RESEARCH: THE RESEARCH DIVISION OF HOSPITAL FOR SPECIAL SURGERY CONTINUED ITS ACTIVITIES IN 2024 TOWARD ENHANCING AND EXPANDING OUR RESEARCH IN MUSCULOSKELETAL DISEASES. RESEARCH AT HOSPITAL FOR SPECIAL SURGERY WORKS TO ADVANCE THE UNDERSTANDING AND TREATMENT OF MUSCULOSKELETAL DISORDERS THROUGH BASIC, TRANSLATIONAL AND CLINICAL RESEARCH AND EDUCATION. THE GOALS ARE TO IDENTIFY GENETIC, ENVIRONMENTAL, CELLULAR, STRUCTURAL AND MOLECULAR MECHANISMS UNDERLYING DISORDERS IMPORTANT IN ORTHOPEDICS, RHEUMATOLOGY AND RELATED DISCIPLINES AND TO DISCOVER EFFECTIVE APPROACHES FOR DIAGNOSIS PREVENTION, AND TREATMENT OF THESE DISORDERS. HSS Research Institute (HSSRI) is home to a uniquely collaborative culture in which basic scientists work together with clinician-investigators to accelerate discoveries that will result in new treatments and improved outcomes for musculoskeletal patients. HSS Research Institute is composed of basic, clinical, and translational scientists to accelerate discoveries that will result in new treatments and improved outcomes for musculoskeletal patients. The key programmatic areas that have allowed us to make major contributions to musculoskeletal health include (1) Bone Health and Implant Integration (2) Inflammation & Autoimmunity (3) Joint Preservation and Regeneration (4) Musculoskeletal Pain Research. These programs are supported by an enabling infrastructure including a Genomics Center, Precision Medicine Laboratory, Center for Regenerative Medicine and Center for Biostatistics. HSSRI has active collaborations with the Applied Researchers within the Imaging and Radiology and Biomechanics Departments, many clinical departments including Orthopedic Services and Rheumatology/Medicine and is expanding collaborations with Physiatry, Anesthesia, Pathology and Neurology. Combining HSSRI expertise with the volume, breadth, and depth of patients seen at HSS to develop unparalleled clinical research and populations health outcomes programs, can further the national and international visibility of our institution. AS A RESULT OF STRONG INTRA - AND INTER - PROGRAMMATIC INTERACTIONS, AND THE USE OF SHARED CORE RESOURCES, OUR PORTFOLIO OF INNOVATIVE DISCOVERY AND DEVELOPMENT HAS EXPANDED EXPONENTIALLY. TO PROVIDE THE FINAL COMPONENT NEEDED TO ACHIEVE BENCH-TO BEDSIDE RESEARCH, THE BASIC RESEARCH INSTITUTE, IN COLLABORATION WITH CLINICIAN RESEARCHERS HAS CREATED A DISTINGUISHED CLINICAL RESEARCH PROGRAM. In 2024, THE RESEARCH INSTITUTE was FUNDED BY AN OPERATING BUDGET OF $59 MILLION, SUPPORTED IN PART BY APPROXIMATELY $44 MILLION IN EXTRAMURAL FUNDS, INCLUDING $17.2 MILLION FROM NEWLY AWARDED FEDERAL GRANTS. THIS RESEARCH RESULTED IN over 1250 PUBLICATIONS among the 245 research personnel IN 2024. HIGHLIGHTS FOR 2024 INCLUDE: continued advancement of HSS's research mission by: 1) supporting and retaining our most productive faculty, 2) mentoring the next generation of scientists, 3) expanding our collaborative efforts with clinicians and recruitment of full time clinical research scientists, and 4) supporting the infrastructure necessary to advance our research and ensure compliance, AND 5) SCIENTIFIC HIGHLIGHTS INCLUDE, laboratory studies in areas such as bone and implant integration, spine disc development, periprosthetic joint infection, tendon and ligament repair, robotics, biologics and autoimmune diseases (i.e. Rheumatoid Arthritis, Systemic Sclerosis, Lupus), REGENERATIVE MEDICINE; and SINGLE CELL SEQUENCING. 67093634 10992713 Education Institute: HSS education institute continued to make strides towards the mission to be "the most trusted educator" in the field of musculoskeletal health for patients, physicians, allied health professionals and the general public. In 2024, we strengthened strategic partnerships with our 24 education and academic advisory committees and councils, as well as furthering external community relations globally, engaging 107 partner countries. The HSS Orthopedic Residency program, voted #1 training program by board certified orthopaedists, trained 46 residents, 75 fellows, and 125 medical students in 2024. For other trainees, there were 516 in-rotators and 45 consults. In 2024, we engaged 12.3 million people through 4,173 cutting edge live and digital education programs, including our HSS e-academy, ACGME Programs, CME Accredited Activities, Simulation Learning & Training Center sessions, Global Partnership Initiatives, Kim Barrett Memorial Medical Library Users, and Community Education & Outreach Programs. EI also hosted 355 academic visitors and credentialed nearly 1,361 physicians and health care providers. We continue to set the highest standard with our ACCME accredited and non-accredited professional education programs. In 2024, the Education Institute through its continuing education and global academic partnerships departments, including HSS e-academy, delivered nearly 7,300 educational activities including onsite courses, grand rounds, internet live courses, internet enduring material and journal-based continuing medical education activities resulting in learner interactions with a diversity of healthcare professionals and teams. EI's Community Education & Outreach department reached 10.3 million consumers through more than 700 community education programs and videos. 1322207431 true true false true false false false false false true true true false true true false false true false true true false false false false false true true true false true false false false false false false false false true false false false false true true true false false true 574 0 true 6693 true true true true VI CJ false false false false false false false false true false X 54 45 false false false false true true true true true false false true true true true true true true true true true AK CO FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA SC TN UT WA WI X TODD GORLEWSKI 2127745096 535 EAST 70TH STREET NEW YORK NY 10021 X Bryan T Kelly President & CEO 44.73 15.27 X X 4183697 1045924 99967 Joshua Dines Attending Physician 50.0 0.0 X 3947922 0 89644 Answorth Allen Member/Associate SIC 59.4 0.6 X X 3403037 34374 92777 Louis A Shapiro-Thru 2023 Former President & CEO 0.0 0.0 X 3428637 0 0 Stacey L Malakoff EVP & Chief Financial Officer 48.23 11.77 X 2441280 430814 92723 Benedict Nwachukwu Attending Physician 50.0 0.0 X 2872710 0 77659 William M Ricci Chief of the Trauma Service 56.77 0.0 X 2604175 0 77659 Riley Williams Attending Physician 50.0 0.0 X 2476006 0 105263 Ernest Sink Chief of Ortho Hip Preser SVR 50.0 0.0 X 2304456 0 90482 Douglas Padgett Member/Surgeon-in-Chief 59.23 0.77 X X 2287554 0 100693 Mathias Bostrom Member/Associate SIC 59.23 0.77 X 1997296 500 40064 Mary Cassai EVP, Chief Operating Officer 60.0 0.0 X 1643517 0 78144 Hollis Potter Radiologist-in-Chief 60.0 0.0 X 1544841 0 99801 Irene Koch EVP & Chief Legal Officer 48.42 11.58 X 1166966 205935 46496 Justin Oppenheimer EVP, Chief Strategy Officer 60.0 0.0 X 1335002 0 70413 Reginald Odom EVP & Chief People Officer 60.0 0.0 X 1219308 0 79173 S Louis Bridges Jr Member/Physician-in-Chief 59.23 0.77 X 962643 500 51631 Paul Coyne Former Sr. VP & CNO-Thru 2023 60.0 0.0 X 859324 0 39491 Stavros Memtsoudis-Join 2024 Member/Anesthesiologist 28.25 0.4 X 590658 0 82270 Suzanne Maher Member/Chief Research Officer 60.0 0.0 X 599047 0 73463 Andy Miller Member/Attending Physician 49.6 0.4 X 555487 0 35230 Ricky Guillot-Thru 2022 Former VP, Interim CNO 0.0 0.0 X 436466 0 1698 Andrew A Sama Member/Attending Physician 21.2 0.4 X 163533 0 85313 Todd J Albert-Thru 2019 Former Surgeon-in-Chief 19.39 0.77 X 151289 500 75016 Patty Baker Member-Joined BOT 2024 0.63 0.11 X 0 0 0 Daniel C Benton Member 2.13 0.38 X 0 0 0 Herbert Black Member 1.04 0.18 X 0 0 0 Michael C Brooks Member 1.58 0.28 X 0 0 0 Kathryn Chenault Member 1.2 0.21 X 0 0 0 Charles Coleman III Member 1.31 0.24 X 0 0 0 Leslie Cornfeld Member 1.66 0.3 X 0 0 0 Cynthia Foster Curry Member 1.48 0.27 X 0 0 0 Anthony de Nicola Member 1.49 0.27 X 0 0 0 James G Dinan Member 1.64 0.29 X 0 0 0 Anne Ehrenkranz Member 1.62 0.29 X 0 0 0 Michael Esposito Vice Chair 3.36 0.6 X X 0 0 0 Wayne AI Frederick Member 1.29 0.23 X 0 0 0 Marina Kellen French Member 1.54 0.27 X 0 0 0 Giammaria Giuliani Member 1.82 0.33 X 0 0 0 Robert Goldstein Member 1.2 0.21 X 0 0 0 Warren B Kanders Member 1.37 0.24 X 0 0 0 Scott Kapnick Member 1.67 0.3 X 0 0 0 Monica Keany Vice Chair 5.73 1.02 X X 0 0 0 Sacha Lainovic Member 2.67 0.47 X 0 0 0 Richard Landgarten Member-Join BOT 2024 0.16 0.03 X 0 0 0 Laurie Hodges Lapeyre Vice Chair 5.66 1.0 X X 0 0 0 Pablo Legorreta Member 0.88 0.15 X 0 0 0 Lara R Lerner Member 2.29 0.41 X 0 0 0 Kathy Leventhal Member 1.58 0.28 X 0 0 0 Thomas H Lister Co-Chair 17.58 3.6 X X 0 0 0 Patrice Louvet Member 1.43 0.25 X 0 0 0 Alan S MacDonald Member 0.33 0.06 X 0 0 0 Celene Menschel Member 1.58 0.28 X 0 0 0 Sarah E Nash Member 1.06 0.18 X 0 0 0 Mary Kathryn Navab Member 1.91 0.33 X 0 0 0 Terence M O'Toole Vice Chair 4.21 0.75 X X 0 0 0 Matthew H Peltz Member 0.92 0.16 X 0 0 0 Steven Rattner Member 1.4 0.25 X 0 0 0 Scott Rechler Member 1.99 0.37 X 0 0 0 Edward Skyler Member 1.24 0.22 X 0 0 0 Nicholas Somers Member-Joined BOT 2024 0.38 0.06 X 0 0 0 Jonathan Sobel Member 1.02 1.09 X 0 0 0 Deirdre Stanley Member 1.38 0.24 X 0 0 0 Robert K Steel Co-Chair 13.32 2.35 X X 0 0 0 Jonathan Tisch Member 1.48 0.26 X 0 0 0 Frances Townsend Member 0.95 0.17 X 0 0 0 Robin Vince Member 1.04 0.18 X 0 0 0 Jeffrey Wilpon Member 1.92 0.34 X 0 0 0 Ellen M Wright Member 1.84 0.33 X 0 0 0 43174851 1718547 1685070 2651 true true false TISHMAN CONSTRUCTION CO 100 PARK AVE 5TH FL NEW YORK NY 10017 CONSTRUCTION 45835856 ACCENTURE INTERNATIONAL LIMITED 29889 NETWORK PLACE CHICAGO IL 60673 Consulting 10772791 LF DRISCOLL HEALTHCARE 401 CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION 10570600 THE BOSTON CONSULTING GROUP 10 HUDSON YARDS NEW YORK NY 10001 CONSULTING 9800000 GALE PARTNERS LLC ONE WORLD TRADE CENTER FL62 NEW YORK NY 10007 MARKETING 7333827 286 4666288 14798992 61280535 1409118 80745815 NET INPATIENT REVENUE 622110 429285711 429285711 NET OUTPATIENT REVENUE 622110 869448151 869448151 PROFESSIONAL FEES 622110 201086550 201086550 1499820412 50632139 -173547 50805686 0 242000 242000 1817051 2715057 -898006 0 -898006 -898006 284055774 274068457 9987317 9987317 9987317 0 0 0 0 0 0 0 0 0 RECOVERIES-EXPENSES 622110 34272720 34272720 RECOVERIES-MD RELATED EXP 622110 38299010 38299010 STAMFORD COLLABORATION 622110 8463634 8463634 35294673 34039103 1255570 116330037 1756859714 1614894879 1082023 60136997 460860 460860 0 0 0 25180220 10026409 15153811 4990223 226305 4763918 760066494 663835783 96230711 11367691 9999778 1367913 113850774 97315099 16535675 46977136 40154181 6822955 27061757 9060867 18000890 9024641 9024641 823838 823838 0 0 400000 400000 34207277 20257847 13949430 25199194 25199194 26541926 19907073 6634853 48015968 48015968 0 67486478 56196348 11290130 3367261 2617281 749980 0 0 12031654 9272092 2759562 0 94428857 73174753 21254104 35978475 22008892 13969583 MEDICAL SUPPLIES & IMPLANT 221513412 221513412 RESEARCH (NET OF RECOVERIES) 27286440 27286440 SPF SUPPLIES 16996048 16996048 BAD DEBT 10385035 10385035 18901599 11512928 7388671 1642543258 1322207431 320335827 0 265686066 289544784 0 0 52729490 40772452 260200029 256454479 0 0 0 0 15069127 15081296 23006729 26978407 10826423 11116083 1963181444 1074261491 819035831 888919953 654598739 757681345 395987000 403154000 0 0 335400 279500 626884550 745005668 3124359384 3434987967 175942817 197734400 1191937 1191937 5606240 4866956 0 0 0 0 0 0 529321664 526542555 0 0 602549316 672085445 1314611974 1402421293 X 1176927126 1352886612 632820284 679680062 1809747410 2032566674 3124359384 3434987967 X 114316456 59352331 0 0 0 49150477 X false true X true true true X 207845766 157963139 93921713 80858508 80745815 621334941 0 0 207845766 157963139 93921713 80858508 80745815 621334941 0 621334941 15097618 13820536 23588423 37295967 52864737 142667281 1001451 1519480 1504482 1142463 1082023 6249899 0 0 0 0 0 0 770252121 6924332772 0.80666 0.84902 X Schedule A, Part II The Schedule A, Part II support schedule has been completed to demonstrate that HSS meets the 170(b)(1)(A)(vi) public support test as required to use the Schedule B, Special Rule. HSS is not classified as a 170(b)(1)(A)(vi) entity, as it meets its public charity status requirement as a Hospital under section 170(b)(1)(A)(iii). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1642143258 1642143258 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 636538944 98024362 41480405 92644990 683398721 552991816 108445701 45126350 70024923 636538944 585595048 84214715 -46124110 70693837 552991816 468683477 154111634 26040976 63241039 585595048 406573849 86343747 48326882 72561001 468683477 0.01000 0.33000 0.66000 true false 98934959 98934959 872897882 532200698 340697184 739302055 542060793 197241262 252046548 252046548 888919953 ALTERNATIVE INVESTMENTS 403154000 F 403154000 LEASE ASSETS 367205806 INSURANCE CLAIMS RECEIVABLE 125421221 INT IN HSS FUND, INC.-FASB 136 120672498 DUE FROM AFFILIATES -MRKT SEC. 24631823 457B DEFERRED COMP PLAN ASSETS 29205833 DUE FROM AFFILIATES - NET 42083126 INT - HSS FLORIDA PHYSICIA LLC 10818595 INT - HSS ASC OF MANHATTAN LLC 3758816 INVESTMENT IN PALM BEACH ASC 2687917 INVESTMENT IN ADN 1289605 INVESTMENT IN SUTTON HOUSE 820000 INVESTMENT IN HS2 272136 INT - HSS WESTSIDE ASC LLC 2395479 INT - LI ASC 4333458 INT - MAHWAH ASC 9327304 INT - DEPRE HOLDINGS 82051 745005668 0 LEASE LIABILITIES 415520760 DEFINED BENEFIT PENSION PLAN 1208000 INSURANCE CLAIM LIABILITY 125421220 DUE TO THIRD PARTY PAYORS 34753564 457B DEFERRED COMP PLAN LIABIL 29206223 ACCRUED POST-RETIREMENT HEALTH 3634357 OTHER ACCRUED LIABILITIES 62341321 672085445 SCHEDULE D, PART V, LINE 4 - ENDOWMENT FUNDS THE HOSPITAL'S ENDOWMENTS INCLUDE RESTRICTED (RESEARCH OR SPECIFIC PURPOSE) AND UNRESTRICTED ENDOWMENTS AND ARE USED FOR RESEARCH, EDUCATION, PATIENT NEEDS, OR RELATED ADMINISTRATIVE ACTIVITIES IN ACCORDANCE WITH APPLICABLE DONOR RESTRICTIONS. Central America and the Caribbean 0 0 Investments 112919961 Central America and the Caribbean 0 0 Medical Insurance Premiums 26769332 Central America and the Caribbean 0 1 Program Services PT. LIAISON/BUS DEV 147000 Central America and the Caribbean 0 1 Program Services PT. LIAISON/BUS DEV 30000 Central America and the Caribbean 0 1 Program Services PT. LIAISON/BUS DEV 48000 Central America and the Caribbean 0 1 Program Services PT. LIAISON/BUS DEV 22500 South America 0 1 Program Services PT. LIAISON/BUS DEV 60000 South America 0 1 Program Services PT. LIAISON/BUS DEV 24000 Europe (Including Iceland and Greenland) 0 0 Program Services PT. LIAISON/BUS DEV 2500 North America 0 1 Program Services PT. LIAISON/BUS DEV 36000 Middle East and North Africa 0 0 Program Services PT. LIAISON/BUS DEV 50000 Europe (Including Iceland and Greenland) 0 0 Investments 816383 Europe (Including Iceland and Greenland) 0 0 Investments 1555243 Europe (Including Iceland and Greenland) 0 0 Investments 1080582 East Asia and the Pacific 0 0 Investments 1049565 0 7 0 7 144611066 144611066 APS ACTION YOUNG SCHOLAR AWARD Europe (Including Iceland and Greenland) true false true true true false Schedule F, Part I, Line 3 - Health Education The Hospital reimburses its executives, physicians and scientists for attending conferences, some of which may be outside of the United States. Schedule F, Part I, Line 3, Column F The accrual method of accounting is used to report expenditures reported on column F. true true X true X 500. true X 700. true true true false true true 20528364 778509 19749855 0.01160 52472867 15264415 37208452 0.02190 3280895 1473432 1807463 0.00110 76282126 17516356 58765770 0.03460 21688558 6162285 15526273 0.00910 77342348 10955154 66387194 0.03900 65852531 31351468 34501063 0.02030 320000 0 320000 0.00020 165203437 48468907 116734530 0.06860 241485563 65985263 175500300 0.10320 true 4042975 194116829 280290526 -86173697 X true true HSS ASC OF MANHATTAN HEALTH CARE 0.5106 0.0 0.4894 HSS WEST SIDE ASC HEALTH CARE 0.535 0.09 0.375 HS2 LLC SURGEON TALENT MANAGEMENT CO 0.1109 0.0362 0.8529 1 1 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 www.hss.edu 7002012H X X X X HOSPITAL FOR SPECIAL SURGERY 1 false false true X X X X X X X X X 22 true false false true X https://www.hss.edu/community.asp X X true 22 true https://www.hss.edu/community.asp false true X 500. 700. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X X X true X false X X X X false X X false false PART V, LINE 5 A 32-question survey was developed through the collective efforts of a seven-member HSS CHNA steering committee, internal stakeholders, community partners, and the public. Collaboration with these groups was crucial to the success of this survey, with valuable feedback provided on survey construction and length. To reach a culturally diverse community, the survey was translated into Spanish, Chinese and Russian, using a culturally sensitive back translation approach by certified translators. HSS UTILIZED ALCHEMER, A WEB-BASED SURVEY PLATFORM FOR THE DEVELOPMENT AND DISTRIBUTION OF THE ELECTIONIC FORMAT OF THE SURVEY. THE SURVEY INCLUDED VALIDATED MEASURES FROM SERVERAL NATIONAL AND STATE HEALTH QUESTIONNAIRES. Below outlines the list of community partners involved in survey construction: . Good Neighbors of Park Slope . Presbyterian Hospital/Weill Cornell Medical Center . Y - YW/YMHA . Over 60 Senior Center . Creaky Joints Espanol (GHLF) . Chelsea Piers . Lupus Research Alliance . Ridgewood YMCA . Carter Burden Network . Mount Sinai Hospital . New York Presbyterian-Columbia University Hospital . Spondylitis Association of America . NYC DOHMH, Bureau of Bronx Neighborhood Health . Norwalk Senior Center . DOROT Inc . Self-Help Innovative Senior Center . Friedman Health Center . Clinical and Translational Science Center . Greenwich Alliance for Education . Americares Free Clinics . Lupus Foundation of America . New York City Department of Health . Touro College Graduate School of Social Work . Westport Library . COHME . Stamford Senior Center . Clinical and Translational Science Center . Ivy Rehabilitation Network . Gray Panthers . 305 West End Assisted Living . Arthritis Foundation . Integrity Senior Services . The Bronx Health Link . Lupus Foundation of America . Visiting Nurse Services . Primecare Before survey implementation, HSS piloted the survey with community members to garner feedback and ensure survey items were relevant and easily understood. HSS also facilitated feedback from internal key stakeholders and community partners throughout the process of developing the survey. Recruitment and Sampling: A convenience sampling strategy was used to recruit individuals 18 years and older living within HSS' primary and secondary service areas to complete the community survey. An oversampling approach was used to reach medically underserved and diverse populations, through the following recruitment strategies: 1. Alchemer panel service: This was used to administer the survey online and obtain community input from underserved and diverse populations by oversampling. 2. HSS patient targeting approach: A list of over 140k patients aged 18 years and older who received medical services from all HSS locations between 2019 and 2021 were pulled from our electronic medical record (EMR). This allowed us to segment, target, and send the online survey to patients with no medical insurance, public insurance (Medicaid), living in medically underserved areas and who preferred to receive medical information in Spanish, Chinese or Russian. 3. Text Messaging: To engage and obtain input from HSS patients that are underserved and may not have access to a PC to complete the online survey, we used text message reminders to complete the survey. 4. Social Media Geo-Targeting: To further garner input from the public, especially from medically underserved communities, we used social media such as Facebook and Patch.com to geo-target individuals aged 18 years and older living in specific zip codes identified as Medically Underserved Areas (MUAs) within HSS' primary and secondary service areas. The MUAs were derived from the U.S. Department of Health and Human Services (https://bhw.hrsa.gov/workforce-shortage-areas/shortage-designation). In addition to our recruitment efforts described above in completing the online survey, other varied approaches such as paper, and QR codes were used to increase accessibility and survey response from our community. BOARD COMMUNITY INPUT: HSS facilitated systematic feedback from its various constituents (i.e., internal stakeholders, community partners including the local public health department, and the public) based on the CHNA results to guide the selection of the health needs and services to address in its community programming. Our approach to engaging our constituents to obtain their input is described below. a. CHNA Steering Committee and Internal Stakeholders: We involved various representatives from HSS departments in developing the community survey and interview guide. A seven-member HSS CHNA steering committee was formed to guide the development and implementation of the CHNA process, and ensure alignment with HSS values and strategic priorities, and the NYS prevention health agenda. The CHNA steering committee identified research questions to be addressed, drafted the individual survey questions, and identified community partners and internal stakeholders to be involved in the CHNA process. The steering committee also facilitated interviews with community partners. Key internal stakeholders from various departments (i.e., Education Institute, Nursing, Social Work, Nutrition, Rehabilitation, Ambulatory Care Centers, Service Excellence, and Language Services, Regional Markets, Patient Experience, Medical Staff and Attendings, Development, Public Relations, and Marketing, Digital Communications, and Quality) were integral in the community health assessment process by providing relevant feedback to the survey construction and the use of validated instruments. b. Public Health Departments and Other Experts: HSS collaborated with the New York City Department of Health and Mental Hygiene and the Greater New York Hospital Association (GNYHA). Through these collaborations, we adopted a community-engaged approach that involved feedback in the development of our community survey, collection of qualitative data to broadly identify the health status of our communities, and guidance on incorporating best practices for our CHNA. c. General public including medically underserved and low-income population: To facilitate input from the public including medically underserved and low income population on the construction of the community survey, we piloted the survey in English, Spanish, Chinese, and Russian from October 22-29, 2021, among 70 community members. This allowed us to obtain meaningful feedback about the length of the survey and ensure cultural relevancy and health literacy. d. Community partners: To facilitate active engagement among our community partners, we contacted 74 organizations requesting their involvement in the CHNA process. We received interest to review and provide feedback on the community survey from 36 community partners. Feedback included the length of the survey, use of validated instruments, cultural relevance, and literacy level of the community survey. In addition, 22 community partners provided their input by participating in key informant interviews as described above. e. PAST COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLANS: THE POSTED THE 2019-2021 CHNA IMPLEMENTATION PLAN ON ITS WEBSITE (HTTPS://WWW.HSS.EDU/COMMUNITY.ASP), ALLOWING THE PUBLIC TO REVIEW AND PROVIDE FEEDBACK. AN EMAIL ADDRESS (COMMUNITY.ED@HSS.EDU) WAS PROVIDED ON THE WEBSITE TO RECEIVE QUESTIONS OR COMMENTS. HSS HAS NOT RECEIVED ANY COMMENTS REGARDING ITS 2019 - 2021 COMMUNITY HEALTH NEEDS ASSESSMENT. Prioritization and selection of health needs: To further HSS' commitment to developing programs that improve the health of our culturally diverse communities, obtaining feedback from the public and medically underserved, low-income, and minority populations were instrumental in driving the Hospital's selection of significant health needs to improve the health of communities where dramatic health disparities exist. Our approach to prioritizing health needs was to solicit input from the public through virtual community forums. Eight community forums were held to allow community members an opportunity to identify and prioritize health needs that provided HSS with the appropriate direction in selecting its public health priorities. Specific dates, locations, and attendance for the community forums were as follows: - June 02, 2022 at Community members (4 people present) - June 06, 2022 at Community members (1 person presents) - June 14, 2022 at Community members (29 people present) - June 16, 2022 at Community members (10 people present) - June 16, 2022 at Charla de Lupus (Teen, Young Adult, and Parent Support Group) (29 people present) - June 20, 2022 at Community members (18 people present) - June 22, 2022 at Community members (32 people present) - June 24, 2022 at Community partners (8 people present) A total of 131 community members participated in the community forums where participants were asked to rank seven health indicators, from a list of 20, identified in the CHNA according to the order of personal importance (wher PART V, LINE 7D THE HOSPITAL SUMMARIZED THE RESULTS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN ITS COMMUNITY BENEFIT REPORT. THE COMMUNITY BENEFIT REPORT AND CHNA ARE POSTED ON THE HOSPITALS WEBSITE, AT https://www.hss.edu/education-institute/community-education/community-bene fit, AND BOOKLETS ARE ALSO DISTRIBUTED WITHIN THE HOSPITAL. THE COMMUNITY BENEFIT REPORT IS ALSO E-MAIL BLASTED TO OUR COMMUNITY PARTNERS, SELECTED DONORS AND PUBLIC OFFICIALS. PART V, LINE 11 A detailed description of how HSS' hospital-based, outreach, and support initiatives will address health needs, the anticipated impact of the implementation strategy, and planned collaboration with organizations are provided below. HSS is addressing all significant health need identified in the most recently conducted CHNA. 1. Asian Bone Community Health Initiative: This initiative is comprised of culturally relevant evidence-based interventions (i.e. yoga, low-impact chair exercises and Self-management education workshops) designed to improve Asian older adults' management of their chronic musculoskeletal conditions (such as osteoarthritis and osteoporosis) and its symptoms (e.g. stiffness, fatigue, chronic pain) while also increasing access to care in this medically underserved community. The anticipated program impact includes increased access to linguistically-and culturally, increased competent musculoskeletal health programs, increased knowledge of self-management techniques, increased self-management skills of at-risk Asian older adult, and improved musculoskeletal health outcomes by decreasing musculoskeletal pain, stiffness, fatigue, and falls, and increasing the frequency of physical activity and self-efficacy. This program is a community-based initiative and will partner with Visiting Nurse Services of NY, Carter Burden Network, Self Help Community Center-Flushing, and Queens Community House in addressing the health need. 2. Musculoskeletal Health Wellness Initiative (MHI): This initiative is comprised of education and exercise programs to raise awareness, educate and reduce the impact of musculoskeletal conditions (such as osteoarthritis, osteoporosis, rheumatoid arthritis, gout, fibromyalgia) and its symptoms (e.g. stiffness, fatigue, chronic pain) in the community. Programs are held throughout the tri-state area specifically in New York City, Long Island, Westchester, NY, Stamford, CT, and Paramus, NJ as well as virtually via zoom and teleconference. The initiative offers evidence-based interventions such as Yoga, Tai Chi, Pilates, and SME workshops. The anticipated program impact includes increased access to musculoskeletal health programs among ethnically diverse populations, increased self-management skills and confidence to manage chronic conditions and orthopedic care, increased knowledge of musculoskeletal conditions and self-management techniques, and improved musculoskeletal health outcomes by decreasing musculoskeletal pain, stiffness, and fatigue, and physical health of the at-risk population. This program is a community-based initiative and will partner with YMCAs, Libraries, Senior Centers, and Mediflix. 3. VOICES 60+ Senior Advocacy Program: The program provides resources and support for patients and community members over 60 years old with arthritis and related rheumatologic diseases. The program was developed to assess and address the specific and unique needs of culturally and linguistically diverse older adults who are frequently marginalized in the healthcare setting by providing advocacy services, referrals to community resources, enhancing patient-provider communication, and supporting patients and their families in understanding and coping with their illnesses. Anticipated program impact includes increased knowledge of cognitive behavioral therapy (CBT) and mindfulness techniques, increased self-efficacy in using CBT and mindfulness techniques to reduce pain, self-reported improvement in communication between participant and provider, and self-efficacy in managing patient-provider communication. This program is a community-based initiative and will partner with Carter Burden Network, Dorot, Inc., Lenox Hill Neighborhood House, Service Program for Older People (SPOP), Selfhelp Community Services, and Stanley Isaacs Neighborhood Center. 4. Pain and Stress Management (PSM) Program: This program is comprised of educational, and mindfulness-based coping techniques to raise awareness, educate and improve the ability to cope with pain and stress. It offers mind/body workshops, exercises such as Yoga, and expert-guided meditation to help reduce physical and mental stressors. All the educational programs are taught by experienced physicians, nurses, and physical/occupational therapists, while Yoga workshops are led by certified yoga instructors. Anticipated program impact includes increased access to complementary alternatives to opioids for those experiencing chronic pain and stress, acknowledge of self-management techniques, increased utilization of self-management skills, and use of mind-body practices to manage pain and stress in place of medication. This program is a community-based initiative and will partner with HSS Ambulatory Care Center, and HSS Department of Rheumatology. 5. Aging with Dignity (AWD): This program was created to target social isolation and provide programming to connect through different modalities such as journaling, art, and music. The AWD program also runs a weekly Aging with Dignity support group via teleconference to level participation equally from participants who do not own or are not comfortable with using computers. The support group offers a place for older adults to discuss the challenges of growing older as they feel they are becoming more invisible in society. Anticipated program impact includes increased knowledge of journaling, art, music, and how to access credible health information on the internet, increased knowledge or understanding of new skills/tools, increased self-management skills, and access to creative programs. This program is a community-based initiative and will partner with Breaking Ground, JASA, Lenox Hill Neighborhood House, and Prime Care. 6. Charla de Lupus/Lupus Chat: This is a social work-led program that engages and trains peer volunteers to become empowering role models by providing culturally relevant strategies to help increase understanding of this complex illness and its treatment, improve medication adherence, and enhance coping and healthy behaviors. Comprehensive bilingual (English/Spanish) services include the Charla Line, toll-free national support and education helpline; weekly Onsite Peer Support Outreach at four hospital-based clinics, monthly Charla Teen and Parent Lupus Chat Groups; numerous communities, professional education, and government collaborations. Anticipated program impact increased knowledge in culturally diverse systemic lupus erythematosus (SLE) teens/young adults on how to identify perceived discrimination/implicit bias, increased self-efficacy skills in culturally diverse SLE teens/young adults in addressing perceived discrimination/implicit bias, increased physician understanding and knowledge of bias and perceived discrimination in culturally diverse SLE patients, and increased physician integration of training concepts into their practice aligned with perceived discrimination/implicit bias. This program is a community-based initiative and will partner with Dr. Alisha Akinsete from HSS and Columbia University Medical Center and Monica Richey, NP, from Northwell Health Hospital. 7. LANtern Lupus Asian Network: HSS LANtern is a national model for the support and education of Asian Americans with lupus and their families. LANtern is the only hospital-based support and education program designed specifically for Asians/Asian Americans with lupus. Through its bilingual (English/Chinese) Support Line, publications, community and professional programs, and capacity building, the program seeks to enhance awareness, understanding, coping, and knowledge for Asian Americans with lupus and their loved ones. The anticipated program impact includes increased self-efficacy among Asian community participants with lupus, increased effective self-management skills for community participants with lupus, and increased knowledge among community participants with lupus. This program is a community-based initiative and will partner with Association of Chinese American Physicians (ACAP), Charles B. Wang Community Health Center (CBWCHC), Chinese American Medical Society (CAMS), Lupus Foundation of America (LFA), New York Presbyterian Lower Manhattan Hospital, Visiting Nurse Service (VNS), and Chinatown Community Center. 8. Inflammatory Arthritis (IA) Support and Education Programs: This initiative addresses the psychoeducational needs of community members and their families living with long-standing rheumatoid arthritis, and for people newly diagnosed. These monthly programs feature a lecture on an RA-specific topic its management, presented by healthcare professionals, and are followed by a support group, co-facilitated by a social worker and a rheumatology nurse. The anticipated program impact includes increased self-efficacy, increased coping skills, increased access to culturally and linguistically tailored, disease-specific support and education to the Latinx RA community, and perceived improved coping, self-management, and PART V, LINE 13C,G PER HOSPITAL POLICY, ASSETS FOR THOSE INDIVIDUALS WITH INCOME ABOVE 400% OF THE POVERTY GUIDELINES MAY BE CONSIDERED IN THE CALCULATION UTILIZED IN DETERMINING DISCOUNTS TO PATIENTS. HOWEVER, IN PRACTICE, ASSETS ARE NOT CONSIDERED IN ANY DETERMINATION. AVAILABLE NET ASSETS WILL NOT BE CONSIDERED FOR ANY INDIVIDUAL WHOSE INCOME LEVEL IS AT 400% OR LESS OF THE FPL. MODIFIED FROM 300% TO 400% IN OCTOBER 2024 BASED UPON UPDATED NYS REQUIREMENTS. RESIDENTS OF THE UNITED STATES WHOSE GROSS ANNUAL INCOME DOES NOT EXCEED SEVEN TIMES THE MOST CURRENT U.S. HEALTH AND HUMAN SERVICES (HHS) POVERTY GUIDELINES FOR THEIR FAMILY SIZE (TOTAL EXEMPTIONS CLAIMED ON THEIR FEDERAL TAX RETURN) ARE ELIGIBLE TO BE CONSIDERED FOR A PERCENTAGE DISCOUNT OF THEIR HOSPITAL BILL AS OUTLINED IN THIS POLICY, INCLUDING, WHERE APPLICABLE, A DISCOUNT OFF OF THEIR CO-PAYMENTS OR DEDUCTIBLES. NON-RESIDENTS OF THE UNITED STATES MAY BE CONSIDERED FOR A CHARITABLE DISCOUNT. THE POLICY INCLUDES A "SPECIAL ACCESS PROGRAM". INDIVIDUALS WHO DON'T EXCEED 700% OF THE FPL, BUT FAIL THE COVERAGE CRITERIA STATED BELOW, MAY STILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE SPECIAL ACCESS PROGRAM, BUT ONLY THOSE INDIVIDUALS WHO ARE NOT ANTICIPATED TO REQUIRE SERVICES OUTSIDE OF HSS. THE SPECIAL ACCESS PROGRAM MAKES FINANCIAL ASSISTANCE AVAILABLE TO THE FOLLOWING GROUPS, PROVIDED THE APPLICABLE INDIVIDUALS SATISFY THE FINANCIAL CRITERIA (INCOME AT OR BELOW 700% FPL): U.S. RESIDENTS WHO HAVE MEDICAL INSURANCE THAT DOES NOT PAY FOR SERVICES AT HSS (AND NO OUT-OF-NETWORK COVERAGE IS AVAILABLE), BUT THE SERVICE THE INDIVIDUAL NEEDS IS OF A TYPE THAT IS NOT REASONABLY AVAILABLE (AND COVERED UNDER THE INDIVIDUAL'S PLAN) NEARER TO THE PATIENT'S RESIDENCE THAN HSS. GENERALLY, THIS RULE IS INTENDED TO APPLY TO HIGHLY SPECIALIZED CARE THAT IS NOT AVAILABLE AT MOST HOSPITALS, BUT IS AVAILABLE AT HSS. U.S. RESIDENTS WHO HAVE MEDICAL INSURANCE THAT DOES NOT PAY FOR SERVICES AT HSS (AND NO OUT-OF-NETWORK COVERAGE IS AVAILABLE) BUT DO NOT QUALIFY UNDER THE PRECEDING PARAGRAPH (2)(D)(1), AND NON-U.S. RESIDENTS WITH NO APPLICABLE COVERAGE, IN EACH CASE WHO ARE REFERRED TO HSS BY PHYSICIANS WHO ARE PARTICIPANTS IN THE HSS PHYSICIAN HOSPITAL ORGANIZATION (PHO), PROVIDED THAT SUCH REFERRAL IS APPROVED BY HSS. PART V, LINE 16A-C THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE ON THE HOSPITALS WEBSITE AT: www.hss.edu/financial-assistance.asp PART V, LINE 16J INFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. IN ADDITION, THE FINANCIAL ASSISTANCE POLICY AND SUMMARY OF THE HOSPITAL'S POLICY IS POSTED ON THE HOSPITAL'S WEBSITE. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. PART V, LINE 21D THE HOSPITAL FOR SPECIAL SURGERY IS A SPECIALTY ORTHOPEDIC HOSPITAL AND DOES NOT OPERATE AN EMERGENCY ROOM. THE HOSPITAL IS AFFILIATED WITH THE NEW YORK PRESBYTERIAN HEALTH SYSTEM, WHICH OPERATES A FULL-SERVICE HOSPITAL MAINTAINING AN EMERGENCY ROOM LOCATED ADJACENT TO THE HOSPITAL FOR SPECIAL SURGERY. 22 HSS ASC OF MANHATTAN 1233 SECOND AVENUE NEW YORK NY 10065 AMBULATORY SURGERY CENTER HSS WEST SIDE ASC LLC 600-610 WEST 58TH STREET NEW YORK NY 10019 AMBULATORY SURGERY CENTER HSS PHYSIATRY & PAIN MANAGEMENT 429 EAST 75TH STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES,& AFFL PHYS OFFICES HSS LONG ISLAND OUTPATIENT CENTER 333 EARLE OVINGTON BLVD UNIONDALE NY 11553 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES & AFFL PHYS OFFICES HSS STAMFORD OUTPATIENT CENTER 1 BLACHLEY ROAD STAMFORD CT 06902 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES,& AFFL PHYS OFFICES HSS WESTCHESTER OUTPATIENT CENTER 1133 WESTCHESTER AVENUE WHITE PLAINS NY 10604 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY & AFFL PHYS OFFICES HSS WEST SIDE OUTPATIENT CENTER 600-610 WEST 58TH STREET NEW YORK NY 10019 OUTPATIENT CENTER WITH DIAGN IMAGING, PHYS THERAPY, SPECIAL PROCEDURES & AFFL PHYS OFFICES HSS EAST RIVER PROFESSIONAL BUILDING 523 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING & AFFILIATED PHYSICIAN OFFICES HSS PARAMUS OUTPATIENT CENTER 140 EAST RIDGEWOOD AVENUE PARAMUS NJ 07652 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY & AFFL PHYS OFFICES HSS SPORTS PERFORMANCE CENTER 525 EAST 71ST BELAIRE BUILDING NEW YORK NY 10021 OUTPATIENT CENTER WITH PHYSICAL THERAPY HSS BROOKLYN OUTPATIENT CENTER 148-168 39TH STREET BROOKLYN NY 11232 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS Midtown 770 Lexington Ave NEW YORK NY 10065 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS Pediatric Rehabilitation Outpatient 510 East 74th Street NEW YORK NY 10021 OUTPATIENT CENTER WITH physical, occupational, and speech therapy services HSS AMBULATORY CARE CLINIC 475 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY AND CLINIC HSS HUDSON YARDS 560 W 33RD ST NEW YORK NY 10001 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS RIVER TERRACE 519 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS FLORIDA 300 PALM BEACH LAKES BLVD WEST PALM BEACH FL 33401 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS SPINE THERAPY CENTER 405 EAST 75TH STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH PHYSICAL THERAPY HSS QUEENS OUTPATIENT CENTER 176-60 UNION TURNPIKE FRESH MEADOWS NY 11366 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS DANA CENTER 510 EAST 73RD STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH MOTION ANALYSIS HSS Southampton 56 Flying Point Rd Southampton NY 11968 Outpatient Center with Diagnostic Imaging and Affiliated Physician Offices HSS Florida - Wellington 1395 S State Rd 7 Wellington FL 33401 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES PART I, LINE 7, COLUMN F 2024 BAD DEBT EXPENSE PRESENTED ON THE 2024 AUDITED FINANCIAL STATEMENTS WAS $10,874,058. IN ADDITION, TOTAL OPERATING EXPENSE WAS ADJUSTED ACCORDINGLY TO REFLECT THE .35% ($5,100,499) HEALTH FACILITY TAX ASSESSMENT AND 1% ($4,271,030) STATEWIDE ASSESSMENT IMPOSED BY NEW YORK STATE. AS SUCH, THESE FEES WERE ADJUSTED ACCORDINGLY IN LINE 7 AS WELL AS THE TOTAL OPERATING EXPENSE. PART I, LINE 7 THE HOSPITAL USED THE FOLLOWING METHODOLOGIES TO CALCULATE THE AMOUNTS REPORTED FOR EACH LINE ON SCHEDULE H, LINE 7: (1)LINE 7A "FINANCIAL ASSISTANCE AT COST" - UTILIZED GROSS CHARGES WRITTEN OFF REFLECTED IN THE 2024 MEDICARE COST REPORT AND REDUCED TO COST BY APPLYING THE RATIO OF PATIENT CARE COST-TO-CHARGES. THE PATIENT COST TO CHARGE RATIO IS CALCULATED IN WORKSHEET 2 WITH INFORMATION FROM THE 2024 MEDICARE COST REPORT AND HSS' 2024 GENERAL LEDGER TRIAL BALANCE. THIS COST WAS OFFSET BY THE NEW YORK STATE UNCOMPENSATED CARE POOL REVENUE. (2)LINE 7B "UNREIMBURSED MEDICAID" - UTILIZED THE DECISION SUPPORT ACCOUNTING SYSTEM TO IDENTIFY TOTAL COST (DIRECT AND INDIRECT) IN PROVIDING PATIENT SERVICE TO MEDICAID AND MEDICAID MANAGED CARE PATIENTS. IN ADDITION, ASSESSMENTS TO NYS FOR INDIGENT CARE POOLS ARE INCLUDED. (3)LINE 7E "COMMUNITY HEALTH IMPROVEMENT SERVICES" - THE HOSPITAL APPLIED ACTUAL EXPENSES TO DERIVE DIRECT COST AND UTILIZE THE COST REPORT TO DERIVE INDIRECT EXPENSES, APPLICABLE TO SUCH PROGRAMS. (4)LINE 7F "HEALTH PROFESSION EDUCATION" - THE MEDICAL EDUCATION COST WAS OBTAINED FROM THE 2024 MEDICARE COST REPORT FOR DIRECT AND INDIRECT EXPENSE. THE COST WAS OFFSET BY MEDICARE AND MEDICAID REVENUE RELATED TO DIRECT GME AS WELL AS OTHER DIRECT OFFSETTING REVENUE RELATED TO "HEALTH PROFESSION EDUCATION". (5)LINE 7H "RESEARCH" - THE 2024 MEDICARE COST REPORT WAS UTILIZED. PART III, LINES 2, 3, 4 A COST TO CHARGE RATIO OF 37.18% AS CALCULATED PER THE APPLICABLE FORM 990 INSTRUCTIONS WAS APPLIED TO THE BAD DEBT EXPENSE (AT CHARGES) OF $10,874,058 TO CALCULATE THE BAD DEBT EXPENSE OF $4,042,975 AT COST. IN 2024, THE HOSPITAL SCREENED BOTH INPATIENT AND OUTPATIENT ACCOUNTS PRIOR TO BEING CLASSIFIED AS BAD DEBT FOR "PRESUMPTIVE ELIGIBILITY" UTILIZING A COMMERCIALLY AVAILABLE INCOME PREDICTOR SOFTWARE. THE UNCOMPENSATED CARE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENT STATES, "AS A MATTER OF POLICY, THE HOSPITAL PROVIDES SIGNIFICANT AMOUNTS OF PARTIALLY OR TOTALLY UNCOMPENSATED PATIENT CARE. FOR ACCOUNTING PURPOSES, SUCH UNCOMPENSATED CARE IS TREATED EITHER AS CHARITY CARE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY OR AS BAD DEBT EXPENSE. THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY ENSURES THE PROVISION OF QUALITY HEALTH CARE TO THE COMMUNITY SERVED WHILE CAREFULLY CONSIDERING AND TAKING INTO ACCOUNT THE ABILITY OF THE PATIENT TO PAY. THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM'S ELIGIBILITY THRESHOLD IS 700% OF THE FEDERAL POVERTY GUIDELINES, WHICH IS IN EXCESS OF THE NEW YORK STATE MINIMUM REQUIREMENTS OF 400%, updated from 300% in October of 2024. THE HOSPITAL HAS DEFINED CHARITY CARE FOR ACCOUNTING AND DISCLOSURE PURPOSES AS THE DIFFERENCE BETWEEN ITS CUSTOMARY CHARGES AND THE DISCOUNTED RATES GIVEN TO PATIENTS IN NEED OF FINANCIAL ASSISTANCE. AS THE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY IS NOT PURSUED, SUCH AMOUNTS ARE NOT REPORTED AS REVENUE. PATIENTS WHO DO NOT QUALIFY FOR DISCOUNTED FEES ARE BILLED AT THE HOSPITAL'S ESTABLISHED CHARGES. UNCOLLECTED BALANCES FOR THESE PATIENTS ARE CATEGORIZED AS BAD DEBTS. TOTAL UNCOMPENSATED CARE IN 2024 AND 2023 FOR ALL PATIENT SERVICES AGGREGATED APPROXIMATELY $39.9 MILLION AND $33.1 MILLION RESPECTIVELY. IN ADDITION, THE HOSPITAL OPERATES ITS CLINICS AT A LOSS, TO HELP MEET THE NEEDS OF LOW INCOME AND UNINSURED INDIVIDUALS, AND ALSO OPERATES NUMEROUS OUTREACH AND EDUCATION PROGRAMS WHICH BENEFIT THE COMMUNITIES IT SERVES." PART III, LINE 8 OVER 56.6% OF THE HOSPITAL'S INPATIENT POPULATION IS REPRESENTED BY MEDICARE and Medicare Managed Care. THE MEDICARE SHORTFALL OF $86,173,697 AS REPORTED IN PART III, LINE 7 WAS CALCULATED USING MEDICARE COST REPORTING PRINCIPLES AND A COST TO CHARGE RATIO METHODOLOGY. THE MEDICARE SHORTFALL SHOULD BE CONSIDERED AS A COMMUNITY BENEFIT BECAUSE THE HOSPITAL IS PROVIDING CARE TO THESE PATIENTS WITH FULL KNOWLEDGE THAT THE MEDICARE REIMBURSEMENT WILL NOT COVER THE COST OF PROVIDING CARE TO THESE RESIDENTS OF OUR COMMUNITY. PART III, LINE 9B SELF PAY BALANCES, INCLUDING RESIDUAL BALANCES DUE AFTER PAYMENT FROM AN INSURANCE CARRIER, AS WELL AS BALANCES DUE AFTER FINANCIAL ASSISTANCE DISCOUNTS HAVE BEEN APPLIED, ARE HANDLED ACCORDING TO THE FOLLOWING POLICY: ALL PATIENTS ARE BILLED USING STANDARD CYCLES INCLUDING THE ISSUANCE OF A DETAILED BILL, COLLECTION LETTERS AND/OR TELEPHONE CALLS, AND THEN TRANSFERRED TO A "PRE-COLLECTION STATUS." THESE COLLECTION EFFORTS ARE DOCUMENTED ELECTRONICALLY IN THE PATIENT'S FILE. DURING THE PRE-COLLECTION PHASE, ADDITIONAL TELEPHONE CALLS AND/OR LETTERS ARE MADE TO ATTEMPT TO COLLECT PAYMENT IN FULL. IF UNSUCCESSFUL, THE ACCOUNT IS TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY, NO LESS THAN 120 DAYS AFTER THE ORIGINAL SELF PAY BILLING DATE. THESE REASONABLE COLLECTION EFFORTS INCLUDE ALL PATIENT ACCOUNTS, FOR BOTH MEDICARE AND NON-MEDICARE PATIENTS. MEDICARE AND NON-MEDICARE ACCOUNTS ARE RECORDED SEPARATELY. ANY PATIENTS EXPRESSING INTEREST IN APPLYING FOR FINANCIAL ASSISTANCE WILL HAVE THEIR BILLS HELD PENDING ELIGIBILITY DETERMINATION. IF PATIENT IS ELIGIBLE, THE ACCOUNT WILL BE REDUCED BASED ON THE APPROPRIATE SLIDING SCALE DISCOUNT AND THE RESULTING BALANCE WILL BE RE-BILLED ACCORDINGLY. PAYMENTS RECEIVED BY THE COLLECTION AGENCY REDUCE THE AMOUNT RECORDED AS BAD DEBT. IT IS THE HOSPITAL'S PRACTICE NOT TO FILE SUIT, ATTACH ASSETS, OR PURSUE LIENS FOR ALL PATIENTS INCLUSIVE OF FAP ELIGIBLE PATIENTS. IN CERTAIN INSTANCES, IN COORDINATION WITH THE HOSPITAL'S INTERNAL LEGAL COUNSEL, THE HOSPITAL MAY TAKE SUCH MEASURES IF DEEMED WARRANTED. PAYMENT ARRANGEMENTS: IF PATIENTS ARE UNABLE TO PAY THE ENTIRE BALANCE IN FULL, PAYMENT ARRANGEMENTS OF MONTHLY PAYMENT WILL BE OFFERED. UNDER SUCH ARRANGEMENTS, ACCOUNTS ARE TYPICALLY PAID IN FULL WITHIN SIX TO TWELVE MONTHS UNLESS OTHERWISE EXTENDED AS PART OF THE FINANCIAL ASSISTANCE PROGRAM. A CONFIRMATION LETTER WILL BE SENT WITHIN 5 DAYS, EXPLAINING THE TERMS OF THE AGREEMENT. IF A MONTHLY PAYMENT IS MISSED, THE ACCOUNT WILL PROGRESS TO THE NEXT STAGE IN THE CYCLE. UNDER CERTAIN CIRCUMSTANCES, HSS MAY PROVIDE FINANCIAL ASSISTANCE PRIOR TO, OR WITHOUT, ANY APPLICATION BEING MADE FOR SUCH ASSISTANCE. AT HSS, THIS WILL BE PERFORMED THROUGH A SCREENING PROCESS. UNPAID ACCOUNTS WILL BE SCREENED USING COMMERCIALLY AVAILABLE INCOME PREDICTOR SOFTWARE TO DETERMINE WHETHER INDIVIDUALS MAY QUALIFY FOR FINANCIAL ASSISTANCE (PRESUMPTIVE ELIGIBILITY). HSS WILL ALSO CONDUCT PRESUMPTIVE ELIGIBILITY SCREENINGS ON ACCOUNTS PRIOR TO REFERRAL FOR ANY EXTRAORDINARY COLLECTION ACTIONS (ECA) AS DEFINED BELOW IN "COLLECTION ACTIVITIES". PRESUMPTIVE ELIGIBILITY DETERMINATIONS WILL APPLY ONLY TO THE UNPAID BALANCE(S) THAT TRIGGERED THE SCREENING PROCESS. IF THE INDIVIDUAL QUALIFIES UNDER THE PRESUMPTIVE METHODOLOGY WITH RESPECT TO THE UNPAID BALANCE(S), THEN HSS WILL GRANT THE MAXIMUM LEVEL OF ASSISTANCE OTHERWISE PERMITTED WITH RESPECT TO THE UNPAID AMOUNT. INDIVIDUALS WHO ARE GRANTED FINANCIAL ASSISTANCE UNDER PRESUMPTIVE ELIGIBILITY WILL BE PROVIDED NOTICE OF THEIR ABILITY TO APPLY FOR ADDITIONAL ASSISTANCE UNDER THE POLICY. IF PRESUMPTIVE ELIGIBILITY IS AWARDED BASED ON A SCREENING OF UNPAID BALANCES OVER 240 DAYS, INDIVIDUALS MAY, WITHIN THIRTY (30) DAYS FROM THE DATE OF THE GRANTING OF PRESUMPTIVE ELIGIBILITY, APPLY FOR ADDITIONAL FINANCIAL ASSISTANCE FOR THE SERVICES TO WHICH THE PRESUMPTIVE ELIGIBILITY DETERMINATION HAS BEEN APPLIED. IN 2024, THE HOSPITAL CONDUCTED NO EXTRAORDINARY COLLECTION ACTIONS. PART VI, LINE 2 - NEEDS ASSESSMENT HOSPITAL FOR SPECIAL SURGERY'S NEEDS ASSESSMENT PROCESS INCORPORATES RELEVANT NATIONAL, STATE, AND CITY HEALTH DATA, GOALS, AND PRIORITIES. THE HOSPITAL UTILIZES HEALTHY PEOPLE 2025, WHICH SETS BROAD-BASED GOALS AND OBJECTIVES TO EXPAND AMERICANS' ACCESS TO CARE, AND TO ELIMINATE HEALTH DISPARITIES BY AGE, GENDER, RACE, OR DISABILITIES, AND PAYS SPECIAL ATTENTION TO INFORMATION REGARDING THE DIVERSE NEEDS OF ALL NEW YORKERS. THE HOSPITAL ROUTINELY CONDUCTS NEEDS ASSESSMENTS AMONG KEY GROUPS IN ITS COMMUNITY, ON WHICH TO BASE MULTI-YEAR PROGRAMS. OTHER NEEDS ASSESSMENT DATA IS GATHERED THROUGH A RIGOROUS EVALUATION PROCESS OF PUBLIC PROGRAMS. IN 2022, HSS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO PROVIDE INSIGHT INTO OUR COMMUNITY'S: (1) HEALTH STATUS AND QUALITY OF LIFE; (2) HEALTH BEHAVIOR AND LIFESTYLE; (3) USE OF AND ACCESS TO CARE; AND (4) SOCIO-DEMOGRAPHIC CHARACTERISTICS, garnering a response from more than 18,000 patients and community members. IN ADDITION, key informant interviews were held with 22 community partners TO ALLOW for additional insight into community health needs. A series of 8 virtual forums reaching 131 community members were also held, where they engaged in an open discussion about the CHNA results and were then asked to rank 7 health indicators in order of importance. This provided HSS WITH DIRECTION IN FOCUSING ITS PUBLIC HEALTH PRIORITIES. ALL HOSPITAL Community Education & Outreach PROGRAMS, AND DIAGNOSIS-BASED SUPPORT AND EDUCATION GROUPS INCLUDE PARTICIPANT SURVEYS, AND THE FEEDBACK FROM THESE ARE USED IN FORMULATING NEW OR REFINING EXISTING EDUCATION AND SUPPORT-BASED OFFERINGS FOR PATIENTS and the public. FURTHER, THE HOSPITAL'S PATIENT EXPERIENCE COUNCIL REVIEWS PRESS GANEY PATIENT COMMENTS AND QUARTERLY REPORTS, AND ALONG WITH DEPARTMENTAL MANAGERS AND MULTIDISCIPLINARY TEAMS DEVELOPS IMPROVEMENTS IN SERVICES BASED ON THIS FEEDBACK OF PATIENTS' NEEDS. FINALLY, TO ENSURE THE RANGE OF NEEDS IS INTERPRETED AT THE HIGHEST LEVEL OF MANAGEMENT, THE QUALITY BETTER COMMITTEE OF THE HOSPITAL'S BOARD OF TRUSTEES RECEIVES AND REVIEWS ONGOING REPORTS THAT INCLUDE RESULTS OF PATIENTS' SATISFACTION TRENDS AND A SUMMARY OF THE HOSPITAL-WIDE QUALITY ASSESSMENT AND PERFORMANCE IMPROVEMENT PROGRAM. PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE INFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. THE FINANCIAL ASSISTANCE ASSOCIATES EDUCATE, SCREEN, AND MAKE THE ELIGIBILITY DETERMINATION FOR THE HSS FINANCIAL ASSISTANCE PROGRAM. THE ASSOCIATES ARE ALSO AVAILABLE TO ASSIST THE PATIENT IN FILLING OUT ALL FINANCIAL ASSISTANCE RELATED FORMS. PART VI, LINE 4 - COMMUNITY INFORMATION The Hospital for Special Surgery's primary service area consists of the five boroughs of New York City, while its secondary service area is comprised of Hudson Valley, New York; Northern and Central New Jersey; Connecticut; Long Island, New York; Palm Beach and Collier County, Florida. HSS patients come from many communities locally, regionally, nationally, as well as internationally. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH Hospital For Special Surgery's (HSS) community outreach brings information to patients, professionals and the public through collaboration with educational, multi-service social service agencies, faith-based organizations, support and education groups and programs, community-based organizations, and academic institutions. In addition, HSS provides educational opportunities to the community through health fairs, educational lectures and workshops through partnerships with public schools, health clinics, senior centers and other community based organizations. In 2024, we collaborated with an array of community organizations to meet educational and support needs for underserved communities in areas such as musculoskeletal health, nutrition and physical activity, lifestyle medicine, health literacy, social support and disease self-management. Each year HSS sponsors various community education, support and outreach programs including educational workshops on musculoskeletal health and wellness, Leon Root, MD Pediatric Outreach Program, HSS Asian Community Bone Health Initiative, Greenberg Academy for Successful Aging's Aging With Dignity Initiative, Sneaker (super nutrition for all kids to eat right), HSS Youth athlete injury prevention programs, Pain & Stress Management Program, Lupusline, LANtern (Lupus Asian Network) The SLE Workshop, Early Rheumatoid Arthritis (RA), Living with RA Support And Education Groups and Latinx RA Community Support and Education Group VOICES 60+ Senior Advocacy Program, the Myositis Support and Education Group, Charla de Lupus (Lupus Chat), and the VOICES Medicaid Education Program. HSS offers a hybrid approach to our education & outreach programs, offering a mix of in-person and virtual programming. Depending on the audience, there were various formats used including zoom and conference call, ensuring our education, support and coaching programs were able to reach our diverse community. This hybrid approach allows us to reach a national and global audience of patients and the public. Many HSS programs featured HSS medical/clinical staff in helping patients and the public navigate their mobility, health and musculoskeletal issues. HSS places a high value on the impact that our community benefit programs have on the community. In 2024, we reached more than 11 million people with our live and on-demand programs, through over 1,300 programs, and distributed health education materials to nearly 6.5 million people (which includes over 900 thousand web page views and 5.5 million video views). Program evaluation surveys given to program participants assessing self-management metrics indicated that 93% of respondents gained knowledge from attending programs, 90% learned how to manage their condition and 95% were satisfied with the program. Qualitative assessments indicated that due to participating in our programs, participants felt a sense of connection with others, learned something new, felt less isolated and learned the most current, up-to-date information. In 2024, the Department of Social Work Programs reached over 5,376 patients and community members through a range of community support and education initiatives. These included in-person and virtual support programs, community education sessions, and disease-specific education for individuals living with rheumatic conditions. Our department's YouTube channel-available in English, Spanish, and Chinese-has garnered over 33,000 views in 2024. These videos reflect our commitment to patient-centered, disease-specific education and are culturally and linguistically tailored to reduce barriers and improve access for the diverse communities we serve. As part of its commitment to the community, in 2024 HSS continued to provide our community with valuable information on developed the Feel Better From Home platform, designed to make HSS expertise, insights and care available to anyone who needed it, wherever they needed it. The content provides information to help people stay active and healthy and are focused on injury prevention, fitness, health, mind/body and kids/sport. In addition, Social Work Programs and Community Education & Outreach worked with rheumatology clinicians and other HSS faculty to provide their expertise for a better understanding of musculoskeletal disease and continue to offer patients support around feelings of anxiety, depression, isolation, the loss of loved ones and coping with a chronic illness. A committee of the Board of Trustees focusing on the hospital's community benefit activities continues to provide oversight on HSS community education, outreach and support programs. HSS continues to have wide representation of our Community Service Plan (CSP) initiatives through ongoing programs specifically tailored for diverse communities offered in English, Spanish & Chinese. This included addressing the management of musculoskeletal issues and pain in older adults, lupus and mental health, lifestyle medicine and conducting key informant interviews to understand cultural themes regarding healthcare to enhance our interventions with our diverse communities. In addition, HSS has created webinars, blogs and educational videos for wide range of community benefit topics. HSS continues to engage with national audiences to elevate awareness of musculoskeletal health and best practices in disease self-management. As part of these efforts, staff from the HSS Community Education & Outreach team were invited to deliver two podium presentations at the 2024 American Public Health Association (APHA) Annual Meeting. The first presentation, "Bridging the Trust Gap: Implementing Innovative Email Strategies to Improve Public Health Communication in a Pandemic Era," highlighted digital engagement approaches during public health crises. The second, "Ensuring Cultural Competency in Evaluating Chinese Older Adults," focused on culturally responsive evaluation practices. In addition, HSS Education Institute staff presented a poster at the American Evaluation Association (AEA) Annual Conference titled "Building a Data Culture: Our Journey at the HSS Education Institute and Lessons Learned." This presentation explored institutional strategies for fostering a culture of continuous improvement through data-driven decision-making. The Social Work Programs Department was invited to the 2024 annual meeting of the American College of Rheumatology (ACR). Various social work leaders within our department serve in volunteer roles that highlight and reinforce the value of rheumatology professionals' contributions to patient care and research, advancing care for individuals impacted by rheumatic conditions. Our Assistant Director for Lupus Programs and Community Engagement served as Chair of the ACR Annual Meeting Planning Committee, leading a national, interdisciplinary team of health professionals. Together, they curated over 25 scientific sessions aimed at enhancing the education and knowledge of the rheumatology community, while promoting best practices in engaging diverse populations and providing culturally responsive support and educational services. In addition, our department contributed several scientific presentations, including a poster titled: "Empowering Lupus Communities: Evaluating a National Peer Support Program for Lupus Teen and Young Adult Patients and Their Families." This presentation highlighted the impact of the Charla de Lupus support group in strengthening participants' support networks and increasing knowledge around lupus treatment issues. Parent participants also reported improved coping with their child or loved one's condition, as well as a greater understanding of lupus and its treatment options. Our department also led a significant scientific session titled "Hidden in Plain Sight: The Impact of Ableism on Persons with RMD." The session aimed to raise awareness of ableism-one of the most pervasive forms of prejudice and discrimination faced by patients-and to emphasize that ableism exists across society, within professional environments, and at the individual level. The session encouraged clinicians to recognize and challenge ableist attitudes and to adopt more inclusive perspectives and practices, ultimately working to reduce barriers and disparities in patient care. For the past ten years the hospital has been designated as a leader in LGBTQ health by the Human Rights Campaign's Healthcare Equity Index devoted to promoting equitable and inclusive care for LGBTQ patients and their families. HSS is committed to equity and inclusion for all and as such created the Diversity, Equity and Inclusion (DEI) Leadership Council which is working to further enhance diversity initiatives; develop mentorship and leadership efforts and policies, procedures and processes that cultivate a sense of inclusion for everyone at HSS; and utilize metrics and goals to hold the institution accountable to new programmatic initiatives. Consistent with these initiatives, th PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM THE HOSPITAL HAS A MEDICAL AND CLINICAL AFFILIATION WITH NEW YORK PRESBYTERIAN HOSPITAL (NYPH) WHERE THE HOSPITAL FUNCTIONS AS THE PRINCIPAL ORTHOPEDIC AND RHEUMATOLOGY FACILITY FOR NYPH AT ITS EAST 68-EAST 70 STREET FACILITY (EAST CAMPUS). THE HOSPITAL ALSO HAS A COLLABORATION AGREEMENT WITH THE STAMFORD HOSPITAL (SH), AN ACUTE CARE HOSPITAL IN STAMFORD, CONNECTICUT, AND STAMFORD HEALTH, INC. (SHI), THE SOLE MEMBER OF SH. UNDER THE COLLABORATION AGREEMENT, THE HOSPITAL MANAGES THE SH DEPARTMENT OF ORTHOPEDIC SURGERY, INCLUDING CERTAIN DISCRETE ORTHOPEDIC SPACE AND ACTIVITIES WITHIN THE MAIN BUILDING OF SH. true Arthritis Foundation INC 1355 Peachtree St NE 600 Atlanta GA 30309 581341679 501 (C) (3) 210000 GENERAL SUPPORT FDNY FOUNDATION INC 9 METROTECH CENTER BROOKLYN NY 11201 112632404 501 (C) (3) 10000 GENERAL SUPPORT BROOKLYN BASEBALL CO LLC 1904 Surf Avenue Brooklyn NY 11224 113509354 13860 GENERAL SUPPORT UNITED HOSPITAL FUND OF NY 1411 Broadway 12th Fl New York NY 10018 131562656 501 (C) (3) 25000 GENERAL SUPPORT USA FOOTBALL INC 45 N PA ST STE 800 INDIANAPOLIS IN 46204 113667205 501 (C) (3) 25000 GENERAL SUPPORT LUPUS RESEARCH ALLIANCE INC 270 Madison Ave Ste 300 New York NY 10016 582492929 501 (C) (3) 15000 GENERAL SUPPORT The Palm Beach Symphony Society Inc 400 Hibiscus St 100 West Palm Beach FL 33401 591542539 501 (C) (3) 15000 GENERAL SUPPORT St Thomas Aquinas College 125 Route 340 Sparkill NY 10976 132513162 501 (C) (3) 10000 GENERAL SUPPORT Ronald McDonald House of New York Inc 405 East 73rd Street New York NY 10021 132933654 501 (C) (3) 10000 GENERAL SUPPORT Mission International Rescue Charities Inc 626 D Dixie HWY West Palm Beach FL 33401 861102751 501 (C) (3) 10000 GENERAL SUPPORT Startup Westport Inc 9 Silver Brook Road Westport CT 06880 934193938 501 (C) (3) 6000 GENERAL SUPPORT Steadman Philippon Research Institute 181 West Meadow Dr Ste 1000 Vail CO 81657 880245022 501 (C) (3) 50000 GENERAL SUPPORT NonTraditional Employment for Women 243 West 20th Street New York NY 10011 133272001 501 (C) (3) 10000 GENERAL SUPPORT 12 1 SCHEDULE I, PART I, LINE 2 THE HOSPITAL FOR SPECIAL SURGERY RAISED FUNDS TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSE OF ITS TAX EXEMPTION. THE CONTRIBUTIONS GIVEN TO THE OUTSIDE ORGANIZATIONS ARE FOR GENERAL PURPOSES. X X true true X X X X true false false true false true false false false Todd J Albert-Thru 2019 Former Surgeon-in-Chief 147109 0 0 0 4180 500 13125 0 61891 0 226305 500 0 0 Douglas Padgett Member/Surgeon-in-Chief 1552477 0 441486 0 293591 0 31050 0 69643 0 2388247 0 0 0 Answorth Allen Member/Associate SIC 780762 7886 0 0 2622275 26488 30741 311 61108 617 3494886 35302 0 0 Mathias Bostrom Member/Associate SIC 906043 0 0 0 1091253 500 31050 0 9014 0 2037360 500 0 0 S Louis Bridges Jr Member/Physician-in-Chief 646242 0 267882 0 48519 500 25875 0 25756 0 1014274 500 0 0 Suzanne Maher Member/Chief Research Officer 554622 0 43014 0 1411 0 31050 0 42413 0 672510 0 0 0 Stavros Memtsoudis-Join 2024 Member/Anesthesiologist 561633 0 20000 0 9025 0 31050 0 51220 0 672928 0 0 0 Andy Miller Member/Attending Physician 485170 0 0 0 70317 0 31050 0 4180 0 590717 0 0 0 Andrew A Sama Member/Attending Physician 163144 0 0 0 389 0 17100 0 68213 0 248846 0 0 0 Bryan T Kelly President & CEO 2162555 540639 1956740 489185 64402 16100 24841 6210 55133 13783 4263671 1065917 0 0 Louis A Shapiro-Thru 2023 Former President & CEO 0 0 1260000 0 2168637 0 0 0 0 0 3428637 0 0 0 Stacey L Malakoff EVP & Chief Financial Officer 1345813 237496 998215 176156 97252 17162 26393 4658 52421 9251 2520094 444723 0 0 Irene Koch EVP & Chief Legal Officer 730036 128830 404265 71341 32665 5764 21995 3881 17527 3093 1206488 212909 0 0 Mary Cassai EVP, Chief Operating Officer 1241106 0 335166 0 67245 0 25875 0 52269 0 1721661 0 0 0 Justin Oppenheimer EVP, Chief Strategy Officer 893618 0 417340 0 24044 0 31050 0 39363 0 1405415 0 0 0 Reginald Odom EVP & Chief People Officer 807634 0 380414 0 31260 0 25875 0 53298 0 1298481 0 0 0 Paul Coyne Former Sr. VP & CNO-Thru 2023 584030 0 247500 0 27794 0 25875 0 13616 0 898815 0 0 0 Ricky Guillot-Thru 2022 Former VP, Interim CNO 18866 0 35100 0 382500 0 1698 0 0 0 438164 0 0 0 Hollis Potter Radiologist-in-Chief 1226379 0 225000 0 93462 0 31050 0 68751 0 1644642 0 0 0 Joshua Dines Attending Physician 864627 0 0 0 3083295 0 31050 0 58594 0 4037566 0 0 0 Benedict Nwachukwu Attending Physician 502601 0 0 0 2370109 0 25875 0 51784 0 2950369 0 0 0 Riley Williams Attending Physician 850144 0 0 0 1625862 0 31050 0 74213 0 2581269 0 0 0 William M Ricci Chief of the Trauma Service 977217 0 0 0 1626958 0 25875 0 51784 0 2681834 0 0 0 Ernest Sink Chief of Ortho Hip Preser SVR 400837 0 0 0 1903619 0 31050 0 59432 0 2394938 0 0 0 Schedule J, Part I, Line 1A/B First Class Travel - The HSS travel policy states that THE Chief Executive Officer, SURGEON-IN-CHIEF AND EXECUTIVE VICE PRESIDENTS HAVE APPROVAL FROM THE COMPENSATION COMMITTEE OF THE BOARD TO FLY BUSINESS CLASS IF THE FLIGHT IS GREATER THAN 2 HOURS, OR FIRST CLASS IF BUSINESS CLASS IS NOT AVAILABLE. THE Chief Executive Officer REVIEWS THE EXECUTIVE VICE PRESIDENTS EXPENSES, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE Chief Executive Officer'S AND SURGEON-IN-CHIEF'S EXPENSES ON A QUARTERLY BASIS. BUSINESS CLASS OR FIRST CLASS TRAVEL ARE NOT TREATED AS TAXABLE COMPENSATION. IN 2024, FIRST CLASS TRAVEL WAS REIMBURSED TO THE Chief Executive Officer, Chief Financial Officer, Surgeon-In-Chief, and Chief Operating Officer. Housing Allowance - Housing allowance was paid to the Chief Financial Officer, Chief of the Trauma Service, and Chief Operating Officer, and was treated as taxable compensation. Schedule J, Part I, Line 4A Louis A. Shapiro, Former President & Chief Executive Officer, received severance pay of $2,100,000, and Ricky Guillot, Former VP Interim CNO, received severance pay of $382,500, which are included in Schedule J, Part II, Column (B)(III). Severance payments began January 2024 and ended December 2024. Schedule J, Part I, Line 5A Certain employed physicians listed on Part VII, Section A, Line 1A receive compensation in part, based on professional service revenue generated from services they personally performed in their individual practices. In 2024, no physician was paid compensation contingent upon the organization's overall revenue or net earnings. Schedule J, Part I, Line 6A Performance based incentive awards are paid to officers and key employees based on a number of important quality, satisfaction, efficiency, and financial measures, of which achieving budget is a factor. Schedule J, Part II THE PHYSICIAN-IN-CHIEF, ASSOCIATE SURGEON-IN-CHIEF, AND FORMER SURGEON-IN-CHIEF RECEIVED $500 FROM MIAC, A RELATED ORGANIZATION, TO ATTEND MIAC'S BOARD OF DIRECTORS MEETING. X 22 1409118 FMV false true false Schedule M, Part I, Column (B) The organization is reporting the number of contributions in Part I, column (b). FORM 990, PART VI, SECTION A - LINE 6 & 7A - "MEMBERSHIP" THE HOSPITAL FOR SPECIAL SURGERY IS A MEMBERSHIP CORPORATION. THERE ARE FIVE MEMBERS OF THE CORPORATION. THREE OF THE FIVE HOSPITAL'S MEMBERS COME FROM THE HOSPITAL'S BOARD OF TRUSTEES (WITH ONE OF THREE ALSO DESIGNATED BY THE HOSPITAL TO SERVE ON THE BOARD OF AN AFFILIATE OF NEW YORK-PRESBYTERIAN HOSPITAL), A FOURTH MEMBER SERVES ON THE BOARD OF THE AFFILIATE OF THE NEW YORK-PRESBYTERIAN HOSPITAL, AND THE FIFTH MEMBER SERVES ON THE BOARD OF TRUSTEES OF WEILL CORNELL MEDICAL COLLEGE. THE FIVE HOSPITAL MEMBERS ELECT THE BOARD OF TRUSTEES OF THE HOSPITAL, UPON THE RECOMMENDATION OF CANDIDATES EITHER BY A MEMBER OR BY THE HOSPITAL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B - LINE 11B, "REVIEW PROCESS" The Form 990 is prepared by the management and reviewed by an outside independent accounting firm. PRIOR TO SUBMITTING THE FORM 990 TO THE INTERNAL REVENUE SERVICE (IRS), THERE IS AN ESTABLISHED PROCESS FOR REVIEW OF THE DOCUMENT IN ITS ENTIRETY BY THE GOVERNING BODY WHOSE EVALUATIONS ARE MADE IN THE BEST INTEREST OF HSS. THE FORM 990 IS FIRST REVIEWED WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEWED FORM 990 IS THEN SUBMITTED TO THE FULL BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO SUBMISSION OF THE FORM. IN ADDITION, SIGNIFICANT AREAS OF FORM 990 ARE DISCUSSED AT A BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION B - LINE 12C, "CONFLICT OF INTEREST POLICY" ON AN ANNUAL BASIS, INTEREST DISCLOSURE STATEMENTS ARE SENT TO ALL BOARD MEMBERS, OFFICERS, MEDICAL STAFF, MANAGEMENT, FELLOWS, RESIDENTS, RESEARCH PROFESSIONAL STAFF, IRB MEMBERS, AND OTHER DESIGNATED GROUPS. OUR CONFLICT OF INTEREST AND COMMITMENT POLICY ALSO REQUIRES THAT ANY COVERED PERSON INCLUDING MEMBERS OF THE HSS MEDICAL STAFF MUST PROVIDE PRIOR NOTICE TO COMPLIANCE BEFORE BEGINNING ANY ACTIVITY OR SIGNIFICANTLY MODIFYING THE TERMS OF ANY EXISTING OUTSIDE PROFESSIONAL ACTIVITY, WHERE THE COVERED PERSON HAS A FINANCIAL INTEREST VALUED IN EXCESS OF $5,000 OR EQUITY INTERESTS OF INDETERMINATE VALUE. DISCLOSURES MAY BE MADE THROUGH HSS' ONLINE REPORTING PLATFORM, MYDISCLOSURES OR DIRECTLY TO COMPLIANCE. THE REPORTED INTERESTS ARE REVIEWED BY THE EXECUTIVE VICE PRESIDENT FOR LEGAL AFFAIRS, THE CHIEF EXECUTIVE OFFICER, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. SUMMARY INFORMATION IS PROVIDED TO SERVICE CHIEFS, AS REQUESTED, SO THAT THEY ARE AWARE OF THE FINANCIAL INTERESTS OF THE MEDICAL STAFF WITHIN THEIR SPECIALTY. IN ADDITION TO SENDING DISCLOSURE STATEMENTS DIRECTLY TO THE GROUP NOTED ABOVE, INDUSTRY WEBSITES ARE MONITORED FOR DISCLOSURES RELATED TO EMPLOYEES OF HSS. THIS INFORMATION IS ENTERED INTO THE DATABASE, AS WELL. HSS HAS A CONFLICT OF INTEREST COMMITTEE THAT MEETS AT LEAST THREE TIMES A YEAR, OR AS NECESSARY AND IS CHARGED WITH ADJUDICATING COMPLEX CONFLICTS OF INTEREST AND COMMITMENT, DEVELOPING AND ADOPTING REASONABLE AND APPROPRIATE CONFLICT MANAGEMENT PLANS AND SERVING AS A POLICY ADVISORY TO THE HSS BOARD OF TRUSTEES AND HSS EXECUTIVE LEADERSHIP. FORM 990, PART VI, SECT B - LINE 15A & 15B, "PROCESS FOR DETERMINING COMP" THE HOSPITAL FOR SPECIAL SURGERY(HSS) IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST CORPORATE GOVERNANCE. THE HSS BOARD HAS CHARGED THE COMPENSATION COMMITTEE (WHICH IS COMPOSED OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST IN REGARD TO EXECUTIVE COMPENSATION) WITH MAKING ALL DECISIONS RELATED TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT IN THIS PROCESS. COMPENSATION LEVELS ARE ESTABLISHED CONSIDERING DATA FOR FUNCTIONALLY COMPARABLE ROLES IN COMPARABLE ORGANIZATIONS, AN ASSESSMENT OF PERFORMANCE, AND OTHER BUSINESS JUDGMENT FACTORS, CONSISTENT WITH HSS EXECUTIVE COMPENSATION PHILOSOPHY. ALL COMPENSATION DECISIONS ARE CAREFULLY DOCUMENTED IN MINUTES ON A REGULAR AND TIMELY BASIS. THE COMMITTEE'S DECISIONS ARE MADE IN THE BEST INTERESTS OF HSS, AND ARE INTENDED TO ENSURE THE RECRUITMENT AND RETENTION OF KEY EXECUTIVE TALENT, CONSISTENT WITH THE MARKET PRACTICES OF OTHER NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS OF COMPARABLE MISSION AND COMPLEXITY, CONSIDERING BOTH LOCAL AND NATIONAL MARKET CHALLENGES IN SUCH REGARD. ON AN ANNUAL BASIS (INCLUDING 2024), THE COMMITTEE PROVIDES THE FULL BOARD WITH AN OVERVIEW OF ITS DETERMINATIONS AND PROCESS. HSS ESTABLISHED THIS PROCESS IN AN EFFORT TO COMPLY WITH THE INTERMEDIATE SANCTIONS GUIDELINES FOR QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, AS WELL AS SUPPORT BEST CORPORATE GOVERNANCE PRACTICES IN ENSURING THE TRANSPARENCY OF THE EXECUTIVE COMPENSATION DECISION-MAKING PROCESS WITH THE BOARD. FORM 990, PART VI, SECTION B - LINE 19, "DISCLOSURE GOVERNING DOCUMENTS" HOSPITAL FOR SPECIAL SURGERY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE OFFICE OF LEGAL AFFAIRS. FORM 990, PART XI, LINE 9- "OTHER CHANGES IN NET ASSETS OR FUND BALANCES" INCLUDES INCREASE IN INTEREST OF HSS FUND, INC. $20,495,074, INCREASE IN DEFINED PENSION AND POST RETIREMENT PLAN LIABILITIES $17,017,535, eliminating entry due to Mahwah ASC LLC consolidation $1,634,540, INCREASE IN HSS Capital Contributions in Mahwah $10,500,000, and DECREASE IN Mahwah ASC LLC Eliminating Entry Carryforward Adjustment $496,672. 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