2016-11-10T09:04:53-06:00 2015-12-31 ERNST & YOUNG US LLP 5 TIMES SQUARE NEW YORK NY 10036 990 2015-01-01 131740114 MONTEFIORE MEDICAL CENTER % DAVID INGBER MONT 9143498400 111 East 210th Street Bronx NY 10467 COLLEEN M BLYE Exec VP & CFO 9143498400 2016-11-06 CHRISTOPHER B BOGGS P00032493 2127733000 2015 2017-02-10 21:41:12Z STEVEN SAFYER MD 111 EAST 210TH STREET BRONX NY 10467 3434052707 false X www.montefiore.org X 1884 NY TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. 43 42 22280 1703 26572982 -5755584 82394348 81552673 3071286066 3294882160 37586380 37287043 12358161 14422867 3203624955 3428144743 2274431 1905002 0 0 2039500214 2158870070 59500 0 3800236 1122595854 1230745298 3164429999 3391520370 39194956 36624373 3213689963 3278415680 2310743838 2425626135 902946125 852789545 MISSION: TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. VISION: TO BE A PREMIER ACADEMIC MEDICAL CENTER THAT TRANSFORMS HEALTH AND ENRICHES LIVE. VALUES: HUMANITY, INNOVATION, TEAMWORK, DIVERSITY AND EQUITY - OUR VALUES DEFINE OUR PHILOSOPHY OF CARE. THEY SHAPE OUR ACTIONS AND MOTIVATE AND INSPIRE US TO PURSUE EXCELLENCE AND ACHIEVE OUR GOALS. SINCE 1884, MONTEFIORE HAS CARED FOR THE CHRONICALLY ILL AND HAS MADE IT A PRIORITY TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED POPULATIONS. THIS FOUNDING BELIEF IS THE CORNERSTONE OF OUR MISSION, VISION AND VALUES. MONTEFIORE'S MISSION IS ROOTED IN OUR ENDURING COMMITMENT TO PROVIDE ONE STANDARD OF EXCELLENT CARE TO ALL PATIENTS - REGARDLESS OF THEIR BACKGROUNDS OR ABILITY TO PAY. MONTEFIORE, THROUGH ITS AFFILIATION WITH ALBERT EINSTEIN COLLEGE OF MEDICINE, COMBINES NATIONALLY-RENOWNED CLINICAL AND RESEARCH EXPERTISE WITH COMPASSIONATE, PATIENT-CENTERED CARE. BUILDING UPON OUR RICH HISTORY OF INNOVATION false false 2677688915 143469 3084162281 Patient Care Established in 1884 as a hospital for patients with chronic illnesses, Montefiore is a full-service integrated healthcare delivery system serving a large and complex urban population, a distinguished academic medical center with renowned faculty, an innovative research center pioneering scientific breakthroughs and medical "firstsan exceptionally dedicated community partner with an unparalleled roster of innovative programs and services that address needs ranging far beyond medical care. Montefiore's mission is to heal, to teach, to discover and to advance the health of the communities it serves. To this mission Montefiore brings a unique synergy of strengths and resources. The Montefiore delivery system offers a full range of healthcare services (preventive, primary, specialty, acute and post acute) to the nearly 2 million residents of the Bronx, New York and nearby Westchester County. Montefiore serves also as a tertiary care referral center for patients from across the entire metropolitan area, the nation and the world, and is known for advanced care in numerous specialties, including cardiology and cardiac surgery, cancer care, children's health, tissue and organ transplantation, women's health, surgery and surgical subspecialties. Montefiore combines its deep commitment to the community with nationally-renowned expertise to reach people at convenient locations. Through the Montefiore School Health Program (the largest and most comprehensive school-based health program in the country), Primary Care at Home programs, mobile medical and dental health vans and health education initiatives, Montefiore provides primary care services in non-traditional settings. To help patients, especially those with chronic diseases, achieve a better quality of life and reduced hospitalizations, Montefiore goes beyond the fragmented fee-for-service payment system, assuming total responsibility for the quality and costs of care for some of its sickest patients. Through the Montefiore IPA, Inc. (MIPA), The Care Management Company, LLC (CMO) and Bronx Accountable Healthcare Network IPA, Inc., dba Montefiore Accountable Care Organization IPA (ACO), a global prepayment strategy is used to manage care for about one-third of the patients over the continuum, including hospital care, rehabilitation, outpatient care, professional services, remote patient monitoring and many other programs. The CMO and ACO takes a proactive approach to care management by developing strategies that help improve integrated, accountable and affordable care throughout the health system. By augmenting care in the community, the need for hospital-based care can be reduced. Our approach to care management stresses the importance of early identification of patients at risk and a collaborative, interdisciplinary team that develops and oversees individualized care plans and promotes patient self-monitoring and education. Our strategy emphasizes the interaction and communication among patients, healthcare providers, case managers, mental health agencies and other allied health professionals. Our programs provide and reinforce health education, promote compliance with treatment and preventative care guildlines, monitor health status, and promote timely intervention when needed. We seek to anticipate an individual's healthcare needs, to provide and coordinate the scope of necessary health services and to involve the patient in establishing goals and individual care plans. At the center of the Montefiore system are four hospitals with a total of 1,525 beds that provide over 93,000 inpatient discharges annually, including over 5,700 births: - The 647 bed Henry and Lucy Moses Division; - the 421 bed Jack D. Weiler Hospital of Albert Einstein College of Medicine; - the 132 bed Children's Hospital at Montefiore, recognized as one of "america's Best Children's Hospitals" in U.S. News & World Report's rankings; - the 325 bed Wakefield Division (formerly the North Division renamed to reflect its anchor role in the community) and four ambulatory hospital centers: - Montefiore Westchester Square (The former New York Westchester Square Hospital) acquired on March 23, 2013 operating as a Free standing Emergency Department and Ambulatory Surgery Facility; - The Montefiore Hutchinson Campus - The innovative "hospital without beds" providing world-class treatment with the latest technology and the best of multidisciplinary approach to care, enabling patients to be treated effectively and safely without being hospitalized opened at the end of 2014. Montefiore also operates extensive ambulatory care services connected by a robust health information technology system through a network of more than 150 locations - from community-based ambulatory care centers to school-based health centers to mobile clinics: - Montefiore's Emergency Departments, among the busiest in the nation, have more than 339,000 total visits a year; - The hospital based clinics provide over 271,000 visits a year; - The Physician practices provide more than 1.1 million office visits annually; - Montefiore Medical Group, a network with over 350 primary care physicians at 21 community based locations throughout the Bronx and Westchester, provide over 735,000 visits a year; - The Montefiore School Health Program, the largest in the nation, with 23 school-based health centers serves more than 25,000 children annually; - A system of mobile pediatric centers, operated in partnership with the Children's Health Fund, cares for homeless children and families at locations throughout the city; - Montefiore Home Care provides approximately 224,000 visits each year to homebound patients. At the intersection of Albert Einstein College of Medicine and Montefiore are Centers of Excellence in Cancer Care, Cardiovascular services, the Children's hospital, transplantation and neurosciences. In these centers, renowned investigators and multidisciplinary clinical teams collaborate to develop and deliver the advanced, innovative care available only at premier academic medical centers and the seamless continuum of services that ensures an ideal patient experience. Montefiore Medical Center is guided by a mission to provide high quality care for all its patients, including those in our service area who lack health insurance coverage and who cannot pay for all or part of the essential care they receive. The Medical Center is committed to maintaining charity care policies that are consistent with its mission and values of advancing the health of the communities that it serves regardless of ability to pay. Montefiore is increasingly recognized for success in delivering high-quality care to a large urban community, harnessing the power of health information technology and using care management tools to improve quality, safety and outcomes while controlling costs. Montefiore is continuously ranked among the top hospitals nationally and regionally by "US News and World Report". For more than 100 years, Montefiore has been a leader in innovations, new treatments, new procedures and new approaches to patient care that has produced stellar outcomes and helped to raise the bar for medical centers in the region and nationally. As Montefiore builds on this momentum and these accomplishments, we continue to strive to advance the practice of medicine and set the standards for excellence. 355006846 1038426 210719879 Medical Education & Research Medical Education Montefiore is the University Hospital for Albert Einstein College of Medicine, one of the nation's premier institutions for medical education, basic research and clinical investigations. This strong alignment enables Montefiore to advance clinical and translational research results more rapidly to the bedside and to the medical community, and educate the next generation of physicians, healthcare leaders and investigators. In place are extensive training programs for medical students, residents and fellows. Annually, over 1,400 residents and fellows are trained in more than 150 accredited residency and fellowship programs making Montefiore the second largest residency program in the country. Montefiore and Einstein's partnership provides residents and fellows with an exceptional environment for research training and participation in basic, translational and clinical activities. Montefiore provides the doctors of tomorrow a unique opportunity for education and training in one of the most diverse urban areas in the country caring for a global population where the disease burden is high and the need for quality care is great. Montefiore is dedicated to cultivating the ethical and professional development of all of its trainees. Montefiore's physicians are at the forefront of their fields, actively mentoring and cultivating a new generation of physicians and scientists committed to our mission and values of advancing the front line of health and leading the way in twenty-first century medicine and patient care. Montefiore training experience - clinically advanced and grounded in our organizational values of humanity, innovation, teamwork and equity - extends to all disciplines. In 2015, over 1,600 undergraduate and graduate nursing staff trained at Montefiore as did hundreds of social workers, nutritionists and pharmacists. Montefiore training also extends beyond the graduate level. The Center for Continuing Medical Education (CCME) at Montefiore Medical Center and Albert Einstein College of Medicine, founded in 1976, is accredited by the Accreditation Council for Continuing Medical Education (ACCME). The Center has provided hundreds of CME activities and CME credits to thousands of practitioners. Recognizing the vital importance of developing and embracing innovative techniques and treatments, Montefiore is committed to the utilization of resources for the advancement of physicians' education and delivery of care. Research Montefiore's large biomedical and clinical research initiatives include inquiry into a range of medical and health care delivery issues, including basic research into the fundamental process of disease and its treatment in humans, clinical trials and related clinical research and research into the organization and management of health care services. Montefiore is among 60 academic medical centers nationwide to be awarded the Prestigious clinical and translational science award (CTSA) by the National Institutes of Health (NIH). The National Institutes of Health, along with other Federal, State and other funding, supports research in such areas as Aids, Oncology, Pediatrics, Anesthesiology, Emergency Medicine, Neurology, Pathology, Social Medicine and other clinical programs. Montefiore and Einstein are aligned around shared goals, with special emphasis on advancing clinical and translational research to accelerate the pace at which new discoveries become the treatments and therapies of today. Since 1963, Montefiore has served as the University Hospital of Einstein, a powerful collaboration between two of the nation's pre-eminent medical institutions that fosters the creation of knowledge by attracting world-renowned leaders in their fields and promoting opportunities for basic translational and clinical research. This bond was strengthen further by the September 9, 2015 agreement with Yeshiva University where Montefiore assumed operational and financial control of the Albert Einstein College of Medicine. Recently, Montefiore and Einstein have successfully collaborated to secure a National Institute of Health funded $22.5 million clinical and translational Science award to create a research infrastructure to support and promote clinical and translational research. Montefiore researchers are currently involved in more than 400 clinical trials and research studies, helping to translate scientific breakthroughs into cutting edge diagnostics and innovative treatments. 54684482 723107 0 Community Services Services to the community are an explicit and essential component of Montefiore's mission and one of its most valued traditions. The Medical Center has a long history of reaching beyond the walls of its hospitals to identify and meet the needs of its community and has been a national leader in organizing and expanding community-based services. Montefiore's commitment to the community has required a multifaceted, continually evolving response, in which the unique capacities of the academic medical center are mobilized to improve the lives of the people and the communities served-not just medically, but socially, economically and environmentally, wherever and whenever resources can make a difference. The Medical Center has maintained and expanded its range of community services, reaching out to and serving un-met health needs, including those with poor access to comprehensive primary care, at-risk and hard to reach children and their families, underserved and at-risk senior citizens, those affected by cancer, those affected by the continuing HIV epidemic in the Bronx, persons with or at-risk for tuberculosis infection, persons affected with problems of substance abuse, the homeless, adults and children with limited access to primary dental care and those affected by chronic health care diseases such as congestive heart failure, diabetes and asthma. Embracing its social responsibility to the community, Montefiore is nationally known as a pioneer in programs that are tailored to the specific needs of the community. Montefiore has been in the vanguard of intervention to combat such conditions as HIV disease, tuberculosis and lead poisoning prevention. Montefiore has sharpened the focus on such issues as childhood obesity, diabetes, improving community access to fresh, healthy foods at green markets and reducing healthcare disparities. Montefiore is aligning components of the delivery system to help improve public outcomes and building behavioral and population-based research to identify best practices. The community served by Montefiore, by several measures, faces many challenges. It is ranked the poorest urban county in the country, leads the nation in rates of diabetes and obesity and other chronic conditions and leads New York City in a host of significant markers: people in "fair or poor health", low birth weight, teen pregnancy, children in poverty, disabled individuals and families living below the poverty line. Montefiore is continuously working to help the community maintain a sense of security and economic stability, as well as to improve such quality-of-life fundamentals as education and affordable housing. Montefiore seeks to advance life in the Bronx beyond the traditional bounds of healthcare, by leading development efforts, promoting safe and productive neighborhoods and taking a leadership role in community business development. Montefiore is an advocate and partner with our neighbors in the Bronx, helping to sustain the community that sustains us. 0 0 0 3087380243 true true false true false false false false true true true true false true true false false true false true true true true false true false true true true false true true false false false false false false false false false false true false false false true true true true true false true 821 0 true 22280 true true true false false false false true true false false false false X 43 42 true false false false true true true true true false true true true true true true true true false false true true NY X DAVID INGBER 9143498400 555 SOUTH BROADWAY Tarrytown NY 10591 ODED ABOODI vice chairman & Treasurer 1.5 1.0 X 0 0 0 JAY B ABRAMSON TRUSTEE 0.5 2.0 X 0 0 0 MARGARET HAYES ADAME TRUSTEE 0.5 1.5 X 0 0 0 GEORGE ASCH TRUSTEE 0.5 1.0 X 0 0 0 JOSEPH W BARTLETT TRUSTEE 0.5 1.0 X 0 0 0 PATRICIA BAUMAN TRUSTEE 0.5 1.0 X 0 0 0 JAMES M BUTLER TRUSTEE 1.5 1.0 X 0 0 0 GEORGE CAMPBELL JRPHD TRUSTEE 0.5 2.0 X 0 0 0 BRUCE DONIGER TRUSTEE 0.5 1.0 X 0 0 0 RUTH L GOTTESMAN EdD TRUSTEE 0.5 1.0 X 0 0 0 DAVID C GOTTLIEB TRUSTEE (resigned 6/15) 0.5 1.0 X 0 0 0 BARRY W GRAY TRUSTEE 0.5 1.0 X 0 0 0 PATRICIA GREEN TRUSTEE 0.5 1.0 X 0 0 0 JOHN H GUTFREUND TRUSTEE(Trustee Emeritus 6/15) 0.5 1.0 X 0 0 0 THOMAS L HARRISON TRUSTEE 0.5 1.0 X 0 0 0 JOHN HEFFER TRUSTEE 1.5 1.0 X 0 0 0 LEWIS HENKIND SECRETARY 0.5 3.0 X 0 0 0 HELEN A JOHNSON TRUSTEE 1.5 1.0 X 0 0 0 DAVID B KEIDAN TRUSTEE 0.5 1.0 X 0 0 0 BRUCE J KLATSKY TRUSTEE (resigned 2/15) 0.5 1.0 X 0 0 0 ALAN M KLEIN TRUSTEE 2.5 1.0 X 0 0 0 STACEY R LANE TRUSTEE 0.5 2.0 X 0 0 0 JAY B LANGNER TRUSTEE/CHAIRMAN EMERITUS 0.5 1.0 X 0 0 0 CHRISTOPHER D MCFADDEN TRUSTEE (resigned 11/15) 0.5 1.0 X 0 0 0 MARGARET S NATHAN TRUSTEE 0.5 1.0 X 0 0 0 PETER J NEUFELD TRUSTEE 1.5 1.0 X 0 0 0 GAYLE F ROBINSON TRUSTEE 0.5 1.0 X 0 0 0 JON W ROTENSTREICH TRUSTEE 0.5 1.0 X 0 0 0 HON FELICE K SHEA TRUSTEE 0.5 1.0 X 0 0 0 EDWIN H STERN III TRUSTEE 0.5 1.0 X 0 0 0 DAVID A TANNER CHAIRMAN 4.0 4.0 X 0 0 0 CYNTHIA KING VANCE TRUSTEE 0.5 2.0 X 0 0 0 JIDE J ZEITLIN TRUSTEE 0.5 1.0 X 0 0 0 JENNIE EMIL TRUSTEE 0.5 1.0 X 0 0 0 JONATHAN A LIPTON Trustee 0.5 1.0 X 0 0 0 ZITA G ROSENTHAL Trustee 0.5 1.0 X 0 0 0 Gregg S Hymowitz Trustee 0.5 1.0 X 0 0 0 Nathan Gantcher Trustee 0.5 1.0 X 0 0 0 Catherine Klema Trustee 0.5 1.0 X 0 0 0 Melissa Ceriale Trustee 0.5 1.0 X 0 0 0 Mark Mlotek Trustee 0.5 1.0 X 0 0 0 BARRY S BLATTMAN TRUSTEE 0.5 1.0 X 0 0 0 MARK E BROSSMAN Trustee 0.5 1.0 X 0 0 0 MATTHEW H NORD TRUSTEE 0.5 1.0 X 0 0 0 MICHAEL A STOCKER MD TRUSTEE 0.5 1.0 X 0 0 0 ROGER EINIGER TRUSTEE 0.5 1.0 X 0 0 0 STEVEN SAFYER MD PRESIDENT & CEO/EX-OFFICIO 25.0 35.0 X X 0 4283893 51255 JOEL PERLMAN EXECutive VP & CfO 25.4 34.6 X 0 1529529 51011 Christopher Panczner Senior VP & General Counsel 23.2 36.8 X 0 1110866 232140 PHILIP O OZUAH MD PHD Executive VP & COO 24.8 35.2 X 0 2285645 697133 SUSAN GREEN-LORENZEN RN System Senior VP-OPERations 28.0 32.0 X 0 1194177 296068 Lynn Richmond Executive Vice President 26.0 34.0 X 0 1256752 282642 ROBERT MICHLER MD CHAIR-Surg/Cardiothoracic Surg 60.0 0.0 X 3197269 0 51255 RICHARD KRAUT DDS CHAIRMAN-DENTISTRY 60.0 0.0 X 1909216 0 48461 Shalom Kalnicki MD Chairman-Radiation Oncology 60.0 0.0 X 1453454 0 52167 Joseph De Rose MD Dir Min Invasive/Robotic Surg 60.0 0.0 X 1367174 0 45506 Neil Cobelli MD Chairman-Orthopaedic Surgery 60.0 0.0 X 1220329 0 29199 9147442 11660862 1836837 4581 false true false Epic Systems Corporation PO Box 88314 MILWAUKEE WI 532880314 IT Clinical/Bill Sys 21788395 Fastaff Inc PO BOX 911452 DENVER CO 802911452 Temporary Nurses 18876355 KPMG LLP PO Box 120511 DALLAS TX 753120511 Consulting fees 5911346 Optimum Healthcare IT LLC PO Box 741383 ATLANTA GA 303841383 IT Consulting 5625493 The HCI Group LLC PO Box 628370 ORLANDO FL 328628370 IT Consulting 5507936 350 238750 2489977 41973499 36850447 3032749 81552673 INPATIENT SERVICES 623000 1931724067 1931724067 0 0 OUTPATIENT SVCS EXCLUDING HOME HEALTH 621400 1174359046 1173079338 1279708 CONTRACT MANAGEMENT ORGANIZATION SERV. 900099 87084781 62251509 24833272 HOME HEALTH CARE SERVICES 621610 30409769 30409769 PATIENT CENTERED MEDICAL HOMES SERVICES 621990 16245007 16245007 55059490 54854630 204860 0 3294882160 18335671 -81840 18417511 0 0 4278912 4253544 25368 0 25368 25368 17849900 1101472 0 0 17849900 1101472 18951372 336982 18614390 859080 2489977 1654420 -795340 -795340 14925 0 14925 14925 0 CAFETERIA & VENDING INCOME 722514 6109245 6109245 PARKING INCOME 812930 6351434 6351434 SUBPOENA INCOME 900099 670514 670514 2046721 2046721 15177914 3428144743 3268564320 26572982 51454768 1779966 1779966 0 125036 125036 0 0 0 1653791753 1524613170 127247350 1931233 129418284 122128691 7144554 145039 263191857 241663121 21233773 294963 112468176 104767591 7574542 126043 1805305 1805305 0 0 11832442 8826819 3005623 0 1219997 0 1219997 0 1024646 1024646 0 0 0 0 3690576 0 3690576 0 155906495 109092213 46612167 202115 3280879 554041 2726838 0 139088501 120106589 18836034 145878 63112168 42107971 20947834 56363 0 110938755 103970252 6771513 196990 9948537 8496015 1384077 68445 0 4324976 3814008 495069 15899 10582781 10577913 4868 0 0 136267651 123297508 12969608 535 112146123 108320998 3825125 0 MEDICAL SUPPLIES 419594610 419594520 90 0 MEMBERSHIP DUES 26614745 19167260 6952150 495335 CONTINUING MEDICAL EDUCATION 6063052 6063052 0 0 BILLING & COLLECTIONS 7102876 0 7102876 0 6200183 5483558 595227 121398 3391520370 3087380243 300339891 3800236 97571 100121 177694621 280602002 13735940 18281236 190008847 229454410 0 0 0 0 137108916 127046563 25012846 28101910 30709801 17370613 2755377523 1682833599 1006613052 1072543924 875276336 695689804 262577643 260086248 2056959 2273416 0 6108882 492797431 540756551 3213689963 3278415680 444725817 487707366 0 0 56874878 63468251 575365587 669853762 152264 159818 0 0 134729167 101885745 0 0 1098896125 1102551193 2310743838 2425626135 X 804602052 746891479 72994040 74507961 25350033 31390105 902946125 852789545 3213689963 3278415680 X 36624373 -10496878 -76284075 X false true X true true true X 73401408 71529428 85320101 82104450 81313923 393669310 0 0 73401408 71529428 85320101 82104450 81313923 393669310 0 393669310 20119152 21976403 22369547 25296485 22605763 112367350 -76249 -820811 -1743179 -2484285 -5995759 -11120283 6588942 18030378 9367064 12589698 15177914 61753996 556670373 14608174065 0.70719 0.67980 X Form 990, Schedule A, Part II The Schedule A, Part II support schedule has been completed and demonstrates that Montefiore Medical Center meets the 170(b)(1)(A)(vi) public support test as required to use the Schedule B, Special Rule. Montefiore Medical Center 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 false true false false false false true 1024646 false false 1024646 false Part II-B, line B THE MEDICAL CENTER'S TOTAL LOBBYING EXPENDITURES INCLUDED $23,944 OF PAID STAFF COMPENSATION THAT WAS SPENT ON CALLS, MEETING, LETTERS, MEMOS AND OTHER COMMUNICATIONS WITH ELECTED AND OTHER GOVERNMENTAL OFFICIALS IN AN ATTEMPT TO INFLUENCE CERTAIN HEALTH CARE OUTCOMES. Part II-B, Line G THE MEDICAL CENTER'S LOBBYING EXPENDITURES INCLUDED THE FOLLOWING: 1. A PERCENTAGE OF MEMBERSHIP DUES for THE FOLLOWING ORGANIZATIONS THAT ARE USED BY SUCH ORGANIZATIONS FOR LOBBYING EFFORTS: - GREATER NEW YORK HOSPITAL ASSOCIATION - AMERICAN HOSPITAL ASSOCIATION - ASSOCIATION OF AMERICAN MEDICAL COLLEGES - HEALTH CARE ASSOCIATION OF NYS - 1199/SEIU - GNYHA HEALTH EDUCATION PROJECT - SNAHPA - FOCUSED ON 340B ISSUES 2. AMOUNTS PAID TO NATHANSON & HAUCK FOR FEDERAL LOBBYING, MANATT, PHELPS & pHILLIPS, LLP, NATHANSON & HAUCK, EMPIRE STRATEGIC PLANNING, INC. and Brown & Weinraub, PLLC FOR NYS LOBBYING AND TONIO BURGOS & ASSOCIATES, INC FOR CITY GOVERNMENT LOBBYING RELATED TO REGULATIONS AND LEGISLATION IMPACTING THE MEDICAL CENTER'S PROGRAMS. false true X 25350033 6040072 31390105 25350033 25350033 25350033 25350033 25350033 25350033 25350033 25350033 1.00000 false false 18945694 18945694 1612978047 983668400 629309647 955559849 699165199 256394650 167893933 167893933 1072543924 MALPRACTICE INSURANCE PROGRAMS 140262611 F LIMITED PARTNERSHIPS 54636000 F PROTRON BEAM FACILITY INVEST 5000000 C MANAGED CARE COMPANIES 60186916 C OTHER INVESTMENTS 721 C 260086248 AMTS DUE FROM AFFILIATES 65450136 ESTIMATED INSURANCE CLAIMS REC 474802000 SECURITY DEPOSITS 504415 GOODWILL 0 540756551 0 RETIREE HEALTH LIABILITIES 144343000 MALPRACTICE INSURANCE LIABILITIES 135488249 EMPLOYEE DEFERRED COMP LIABILITIES 31615583 PENSION LIABILITIES 16911971 ESTIMATED INSURANCE CLAIMS LIAB 474802000 OTHER LONG-TERM LIABILITIES 299390390 1102551193 Schedule D, Part IV, Line 2b Montefiore Medical Center holds security deposits from tenants in escrow pursuant to the individual lease agreements between the tenants and the organization. These deposits are returned to the tenants once they vacate their rental unit less any amounts, if any, due from the tenants for damages or unpaid rent. Schedule D, Part V, line 4 The organization's endowments were established pursuant to donor gifts received over time so the earnings can provide support to the Medical Center's activities, specifically its clinical programs and related research as designated by the individual donors. true Sub-Saharan Africa Grantmaking Aids Program 30324 Sub-Saharan Africa Grantmaking Educational Support 92839 Europe (Including Iceland and Greenland) Grantmaking educational Support 1873 Central America and the Caribbean Investments 37794501 37919537 37919537 Sub-Saharan Africa EDUCATIONAL SUPPORT 9370 WIRE Sub-Saharan Africa EDUCATIONAL SUPPORT 59316 WIRE Sub-Saharan Africa HIV Testing & Counseling Program 5291 wire Sub-Saharan Africa EDUCATIONAL SUPPORT 5160 WIRE 4 0 KARINGANIRE EMILE Sub-Saharan Africa 18993 WIRE DUSINGIZE JEAN CLAUDE Sub-Saharan Africa 17223 WIRE true false true false true false Part I, Line 2 The organization's procedures for monitoring the use of grant funds outside the United STates includes regular financial reporting and analysis and field investigations by medical center employees associated with the grant programs to confirm funds are being used in accordance with the awards. DINNER DANCE 2152294 1767644 384650 812118 10800 187325 GOLF OUTING 805318 499318 306000 368206 71337 6 391445 223015 168430 184221 1919 18494 3349057 2489977 859080 1364545 12719 277156 1654420 -795340 true true X true X true true true true false true true 44954376 9817943 35136433 0.01020 1165113331 976866143 188247188 0.05490 1210067707 986684086 223383621 0.06510 153785237 19182967 134602270 0.03930 324406820 208094163 116312657 0.03390 123400562 66593273 56807289 0.01660 33976580 18908205 15068375 0.00440 8706157 0 8706157 0.00250 644275356 312778608 331496748 0.09670 1854343063 1299462694 554880369 0.16180 476696 0 476696 0.00010 26170 35176 130616 72668 57948 347630 0 347630 0.00010 981112 107844 882274 0.00020 false 29456216 17362711 383255425 287336189 95919236 X true true 1 1 MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 www.Montefiore.org 7000006H X X X X X X MONTEFIORE MEDICAL CENTER 1 false false true X X X X X X X X 13 true false false true X MONTEFIORE.ORG X true 13 true Montefiore.org false false true X 100 500. true true X true X Montefiorehealthsystem.org X Montefiorehealthsystem.org X Montefiorehealthsystem.org X X X X true X false X X X X true X false false Part V, Section B, Lines 3 & 6: The needs assessment was conducted with the four hospital divisions that comprise Montefiore Medical Center: - Moses division, weiler division, wakefield division and the Children's hospital division at Montefiore. In addition, Montefiore is a member of the Greater New York Hospital Association which provides resources for member hospitals to utilize in assessing the needs of the hospital communities from a community-wide perspective. Part V, Line 5 Input from the community was achieved via the collection of primary data from a representative sample of the Bronx residents. To Capture the voices of various sectors of Bronx community residents and workers from various perspectives, a mixed-methods approach to data collection consisting of online surveys, focus groups and participation in directed community forums, in addition to collaborations with large stakeholder partner groups, were used to determine the significant health issues impacting the community. Part V, Secttion B, Line 11: Montefiore assesses community needs by: - Reviewing publicly-available data sources and need assessment reports (such as the NYCDOHMH community health assessment and the GNYHA health care statistics); conducting focused assessments of statistical measures related to the health status of the communities served and the high-risk populations in those communities; through discussions with, and presentations to the Montefiore Community Advisory Boards; and surveys of members of the community. - Partnering with other organizations and public agencies like the NYC department of health and mental hygiene and The Bronx Health Link, to evaluate needs and structure responses, as part of an organized "Community Health Assessment" process; and - working with specific constituencies-geographic, age-specific and/or diagnosis-specific to assess their particular needs, and ways to more effectively target programs and initiatives to meet their needs. Four health priorities were identified through a series of conversations held between Montefiore and the New York City Department of Health - Healthy eating, active living, tobacco free living and children and Youth agendas. Through collaborations with community stakeholder partner groups, a consensus was reached that addressing issues related to improved nutrition, increased physical activity and tobacco-use cessation would have the greatest positive impact on the community Health status. The Medical Center then chose two New York State priority areas to concentrate - to prevent chronic disease and to promote women, infants and children health. Part V, Section B, Line 22d: Regarding the establishment and implementation of financial aid policies (FAPs) under Section 501(r) of the Internal Revenue Code, the Medical Center uses the look-back method to calculate a separate amounts generally billed (AGB) percentage for each category of care provided to FAP-eligible individuals. The Medical Center limits the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care at the following levels: - For patients below 100% of the Federal poverty Level (FPL)- Capped at the lower of the AGB or nominal payment amount set forth in the New York State Hospital Financial Assistance Law (HFAL) pursuant to Subdivision 9-a of Section 2807-k of the New York Public Health Law. - For Patients between 100% and 300% of FPL - Capped at the lower of the AGB or sliding fee scale amounts ranging from 20% to 100% of the average Medicaid rate consistent with the provisions of the New York State Hospital Financial Assistance Law. - For Patients between 300% and 500% of FPL - Capped at the amounts generally billed. 141 Greene Medical Arts Pavillion 3400 Bainbridge Avenue Bronx NY 10467 Hospital Outpatient Dept Hutchinson Campus 1250 Waters Place Bronx NY 10461 Specialty Care Extension MMG - MAP GREENE MEDICAL ARTS PAVILION 3400 Bainbridge Avenue Bronx NY 10467 Primary Care Practice Certified Home Health Agency 1 Fordham Plaza Bronx NY 10458 Certified Home Health Care Agency MMC-MONTEFIORE EINS CTR FR CANCER CARE 1695 Eastchester Road Bronx NY 10461 Specialty Care Ext Clinic MMG-Comprehensive Family Care Ctr 1621 Eastchester Rd Bronx NY 10461 Primary Care Extension Clinic MMG-Comprehensive Health Care Ctr 305 East 161st Street Bronx NY 10451 Primary Care Extension Clinic CENTER FOR ORTHOPAEDIC SPECIALITIES 1250 Waters Place Bronx NY 10461 SPECIALTY CARE PRACTICE MONTEFIORE ADVANCED IMAGING MAP 3400 BAINBRIDGE AVENUE Bronx NY 10467 SPECIALTY CARE EXT CLINIC MMG-BRONX EAST 2300 WESTCHESTER AVENUE Bronx NY 10462 Primary Care PRACTICE MMG-FAMILY HEALTH CENTER One Fordham Plaza Bronx NY 10458 Primary Care EXTENSION CLINIC MMG-GRAND CONCOURSE 2532 GRAND CONCOURSE Bronx NY 10458 PRIMARY CARE PRACTICE MMC-CENTER FOR RADIATION THERAPY 1625 Poplar Street Bronx NY 10461 Specialty Care Ext Clinic MONTEFIORE ADVANCED IMAGING MMP 1635 POPLAR STREET Bronx NY 10461 SPECIALTY CARE EXT CLINIC MMG-UNIVERSITY AVENUE FAMILY PRACTICE 105 WEST 188TH STREET Bronx NY 10468 Primary Care Extension Clinic MMG-fAMILY CARE CENTER 3444 KOSSUTH AVE BRONX NY 10467 PRIMARY CARE EXTENSION CLINIC MMG-CROSS COUNTY 1010 CENTRAL PARK AVE yONKERS NY 10704 PRIMARY CARE PRACTICE CARDIOLOGY Associates 3201 GRAND CONCOURSE bRONX NY 10468 Specialty Care Practice Scarsdale Women's Center 1075 Central Park Avenue Scarsdale NY 10583 sPECIALTY CARE PRACTICE MMP-OUTPATIENT REHABILITATION SERVICES 1500 Blondell Avenue Bronx NY 10461 Specialty Care eXT CLINIC MONTEFIORE DPT OF CARDIOTHORACIC SURGERY 1575 BLONDELL AVENUE BRONX NY 10461 Specialty Care Practice MONTEFIORE DEPT OF MEDICINE 1575 BLONDELL AVENUE Bronx NY 10461 SPECIALTY CARE PRACTICE SUBSTANCE ABUSE TREATMENT PROG UNIT 3 2058 JEROME AVENUE Bronx NY 10453 SUBSTANCE Use Disorders clinic MMG-WEST FARMS FAMILY PRACTICE 1055 EAST TREMONT AVENUE Bronx NY 10460 Primary Care Extension Clinic MMG-WILLIAMBRIDGE 3011 BOSTON ROAD Bronx NY 10469 Primary Care Extension Clinic MMG-Co-op City 2100 bARTOW aVENUE Bronx NY 10475 PRIMARY CARE EXTENSION CLINIC MMG-CO-OP CITY 115 DREISER LOOP Bronx NY 10475 Primary Care PRACTICE SO BRONX HEALTH CTR FOR CHILD & FAMILIES 871 PROSPECT AVENUE Bronx NY 10459 PRIMARY CARE EXTENSION CLINIC MONTEFIORE WAKEFIELD MENTAL HLTH CLINIC 4401 BRONX BOULEVARD BRONX NY 10470 MENTAL HEALTH EXT CLINIC Hartsdale Family and Fetal Medicine Inst 141 s CENTRAL AVE HARTSDALE NY 10530 SPECIALTY CARE PRACTICE MMG-ASTOR AVE PEDIATRICS 1500 ASTOR AVENUE BRONX NY 10469 PRIMARY CARE PRACTICE MMG Marble Hill Family Practice 5525 Broadway Bronx NY 10463 Primary Care Extension Clinic Tarrytown CARDIOLOGY ASSOCIATES 150 WHITE PLAINS ROAD Tarrytown NY 10591 Specialty Care Practice MMG-Eastchester 440 White Plains Road Eastchester NY 10709 Primary Care Practice MMG-Castle Hill Family Practice 2175 Westchester Avenue Bronx NY 10462 Primary Care Extension Clinic MMG-White Plains Rd 2100 White Plains Road Bronx NY 10462 Primary Care Practice SUBSTANCE ABUSE TREATMENT CENTER UNIT 1 3550 Jerome Avenue Bronx NY 10467 Substance use disorders clinic Montefiore Med Park ORTHODONTIC CENTER 1625 Poplar Street Bronx NY 10461 Specialty Care Ext Clinic Larchmont Women's Center 2345 Boston Post Road Larchmont NY 10538 Specialty Care Practice MMG-Burke Ave 941 Burke Avenue Bronx NY 10469 Primary Care Practice MMG-Riverdale 3510 Johnson Avenue Bronx NY 10463 Primary Care Practice MONTEFIORE EAST TREMONT FAMILY PRACTICE 3101 E Tremont Avenue Bronx NY 10461 Primary Care Practice MONTEFIORE Eastern Vascular Associates 3219 East Tremont Avenue Bronx NY 10461 Specialty Care Practice JE& ZB BUTLER Child Advocacy Center 3314 Steuben Avenue Bronx NY 10467 Specialty Care Ext Clinic NY Children's Health Project 853 Longwood Avenue Bronx NY 10459 Homeless Shelter Ext Clinic MSHP - STEVENSON HIGH SCHOOL 1980 Lafayette Avenue Bronx NY 10461 School Health Clinic MSHP-De Witt Clinton High School 100 W Mosholu Parkway So Bronx NY 10468 School Health Clinic MSHP-Herbert H Lehman Campus 3000 East Tremont Avenue Bronx NY 10461 School Health Clinic MONTEFIORE Medical Specialists 495 Central Park Avenue Yonkers NY 10704 Specialty Care Practice MSHP-PS 8 3010 Briggs Avenue Bronx NY 10458 School Health Clinic Inst fr Women's Hlth Genetics & Hum Rep 1695 Eastchester Road Bronx NY 10461 Specialty Care Practice MSHP-Evander Childs Campus 800 East Gun Hill Road Bronx NY 10467 School Health Clinic MSHP-John Philip Sousa MS 142 3750 Baychester Avenue Bronx NY 10466 School Health Clinic MONTEFIORE DIVISION OF GASTROENTEROLOGY 1500 Waters Place Bronx NY 10461 Specialty Care Practice MSHP-PS 105 725 Brady Avenue Bronx NY 10462 School Health Clinics MSHP-Walton Campus 2780 Reservoir Avenue Bronx NY 10468 School Health Clinic MSHP-THEODORE ROOSEVELT CAMPUS 500 EAST FORDHAM ROAD BRONX NY 10458 SCHOOL HEALTH CLINIC MSHP-PS 28 1861 ANTHONY AVENUE Bronx NY 10457 School Health Clinic MSHP-MS 45 2502 LORRILARD AVENUE Bronx NY 10458 School Health Clinic MSHP-PS 55 450 ST PAULS PLACE Bronx NY 10456 School Health Clinic MSHP-PS 85 2400 MARION AVENUE Bronx NY 10458 School Health Clinic SAFE HOUSE FOR LEAD POISONING PREV PROG 91 EAST MOSHOLU PARKWAY Bronx NY 10467 SPECIALTY CARE EXT CLINIC MSHP-SOUTH BRONX CAMPUS 701 ST ANNS AVENUE 3RD FLOOR Bronx NY 10455 SCHOOL HEALTH CLINIC MSHP-IS 217 ENTRADA 977 FOX STREET BRONX NY 10459 SCHOOL HEALTH CLINIC MONTEFIORE WAKEFIELD CHEM DEP OP PROG 4401 BRONX BOULEVARD Bronx NY 10470 Substance Use Disorders Clinic MSHP-PSMS 95 3961 HILLMAN AVENUE Bronx NY 10463 School Health ClinIc MSHP-BRONX REGIONAL HIGH SCHOOL 1010 REV JA POLITE AVENUE Bronx NY 10459 sCHOOL hEALTH cLINIC CENTER FOR CHILD HEALTH AND RESILIENCY 890 PROSPECT AVENUE Bronx NY 10459 PRIMARY CARE EXTENSION CLINIC MONTEFIORE DENTAL CENTER 951 PROSPECT AVENUE Bronx NY 10459 SPECIALTY CARE PRACTICE MSHP-MOTT HAVEN HS campus 730 CONCOURSE VILLAGE east Bronx NY 10451 SCHOOL HEALTH CLINIC MONTEFIORE STD INITIATIVE 3230 Bainbridge Avenue Bronx NY 10467 Specialty Care Ext Clinic MSHP-William Howard Taft Campus 240 East 172nd Street Bronx NY 10457 School Health Clinic MSHP-PS 64 1425 Walton Avenue Bronx NY 10452 School Health Clinic MONTEFIORE Gottscho Child Dialysis CTR Frost Valley YMCA Camp Claryville NY 12725 Chronic Dialysis Ext Clinic Saratoga Interfaith Family Shelter 175-15 Rockaway Boulevard Queens NY 11434 Homeless Shelter Ext Clinic Help Bronx Crotona 785 Crotona Park North Bronx NY 10460 Homeless Shelter Pt Clinic New Day Domestic Violence Shelter PO Box 6310 Bronx NY 10451 Homeless Shelter Pt Clinic American Red Cross Family ShelterICAHN 4 East 28th Street New York NY 10016 Homeless Shelter Ext Clinic Montefiore Breast Center 1500 Blondell Avenue Bronx NY 10461 Imaging Center Women in Need-Suzanne's Place 25 Junius Street Brooklyn NY 11212 Homeless Shelter Ext Clinic Saint John's Family Shelter 1630 Saint Johns Place Brooklyn NY 11233 Homeless Shelter Ext Clinic Wellness Center at Port Morris 804 East 138th Street Bronx NY 10454 Substance Use Disorders Clinic Streetwork's Project Drop-In Center 209 W 125th Street New York NY 10016 Homeless Shelter Ext Clinic Wellness Center at Waters Place 1510 Waters Place Bronx NY 10461 Substance use Disorders Clinic Wakefield-Dept of Ophthalmology 4141 Carpenter Avenue Bronx NY 10466 Specialty Care Wellness Center at Melrose 260 East 161st street Bronx NY 10451 Substance Use Disorders Clinic Wakefield-Dept of Orthropedic Surgery 4141 Carpenter Avenue Bronx NY 10466 Specialty Care MONTEFIORE Riverdale Practice 3333 Henry Hudson Parkway Bronx NY 10463 Specialty Care Practice MONTEFIORE WELLNESS CENTER 1180 MORRIS PARK AVENUE BRONX NY 10461 SPECIALTY CARE PRACTICE RIVERDALE MEDICAL ASSOCIATES 2711 HENRY HUDSON PARKWAY BRONX NY 10463 SPECIALTY CARE FACULTY PRACTICE NEUROSCIENCE CENTER 3316 ROEHAMBEAU aVENUE BRONX NY 10467 IMAGING CENTER MONTEFIORE GENERAL CLINIC RESEARCH CTR 1300 MORRIS PARK AVENUE BRONX NY 10461 CLINIC RESEARCH EXT CLINIC GENERAL CLINIC RESEARCH CENTER 111 e 210TH STREET-MRT BRONX NY 10467 CLINICAL RESEARCH EXT CLINIC MONTEFIORE-EINSTEIN CTR FOR CANCER CARE 1521 JARRETT PLACE BRONX NY 10461 CANCER SERVICES MONTEFIORE CARDIOLOGY 1628 Eastchester 1628 EASTCHESTER ROAD BRONX NY 10461 SPECIALTY PRACTICE MONTEFIORE JARRETT PEDIATRIC DENTAL CTR 1516 JARRETT AVENUE BRONX NY 10456 DENTAL CENTER MONTEFIORE DEPARTMENT OF DENTISTRY 3332 rOCHAMBEAU AVENUE BRONX NY 10467 dENTAL cENTER MONTEFIORE ADVANCED IMAGING GUNHILL 200 EAST GUNHILL ROAD BRONX NY 10467 IMAGING CENTER MONTEFIORE WAKEFIELD CHILD pSYCH CTR 4141 cARPENTER aVENUE BRONX NY 10466 MENTAL HEALTH CLINIC ADOLESCENT AIDS PROGRAM 3415 WAYNE AVENUE BRONX NY 10467 PEDIATRIC SPECIALTY CENTER MONTEFIORE DEPARTMENT OF NEUROLOGY 140 LOCKWOOD AVENUE NEW ROCHELLE NY 10801 SPECIALTY CENTER MONTEFIORE DEPARTMENT OF NEUROSURGERY 3316 ROCHAMBEAU AVENUE BRONX NY 10467 SPECIALTY CENTER EINSMONTEFIORE AUTISM EVAL & TREAT CTR 6 EXECUTIVE PLAZA YONKERS NY 10701 SPECIALTY CENTER WOMEN'S MEDICAL ASSOCIATES 1180 MORRIS PARK AVENUE BRONX NY 10461 WOMEN'S HEALTH CENTER CENTENNIAL WOMEN'S CENTER 3332 ROCHAMBEAU AVE BRONX NY 10467 WOMEN'S HEALTH CENTER RIVERDALE WOMEN'S CENTER 3333 HENRY HUDSON PARKWAY BRONX NY 10463 wOMEN'S HEALTH CENTER DEPT OF OB & GYNWOMEN'S HEALTH 4170 BRONX BOULEVARD BRONX NY 10466 WOMEN'S HEALTH CENTER WOODLAWN WOMEN'S CENTER 4350 vAN cORTLANDT PK EAST BRONX NY 10470 WOMEN'S HEALTH CENTER GENETICS & PERINATAL CONSULTANTS OF NY 700 WHITE PLAINS ROAD SCARSDALE NY 10583 WOMEN'S HEALTH CENTER MONTEFIORE CHILDADOL MENTAL HLTH CLINIC 3340 BAINBRIDGE AVENUE BRONX NY 10467 MENTAL HELATH CLINIC Montefiore Riverdale Cardiology Practice 2711 HENRY HUDSON PARKWAY BRONX NY 10463 SPECIALTY CARE PRACTICE REHABILITATION MEDICINE PRIVATE PRACTICE 3329 BAINBRIDGE AVENUE BRONX NY 10467 SPECIALTY CARE PRACTICE MONTEFIORE DIVISION OF DERMATOLOGY 3514 BAINBRIDGE AVENUE BRONX NY 10467 SPECIALTY CARE PRACTICE SLEEPWAKE DISORDERS 3411 WAYNE AVENUE BRONX NY 10467 SPECIALTY CARE PRACTICE MONTEFIORE BEHAVIORAL HEALTH CENTER 1967 TURNBULL AVENUE BRONX NY 10473 MENTAL HEALTH CLINIC MONTEFIORE BEHAVIORAL HEALTH CTR AT WS 2527 GLEBE AVENUE BRONX NY 10461 MENTAL HEALTH CLINIC ADVANCED ONCOLOGY ASSOCIATES 50 GUION PLACE NEW ROCHELLE NY 10801 SPECIALTY CARE PRACTICE ADVANCED ONCOLOGY ASSOCIATES 18 ASHFORD AVENUE DOBBS FERRY NY 10522 SPECIALTY CARE PRACTICE ADVANCED ONCOLOGY ASSOCIATES 75 EAST GUN HILL ROAD BRONX NY 10467 SPECIALTY CARE PRACTICE ADVANCED ONCOLOGY ASSOCIATES 1578 WILLIAMSBRIDGE ROAD BRONX NY 10461 SPECIALTY CARE PRACTICE ADVANCED ONCOLOGY ASSOCIATES 984 NORTH BROADWAY YONKERS NY 10701 SPECIALTY CARE PRACTICE BRONX RIVER MEDICAL ASSOCIATES-BX OFF 60 EAST 208TH sTREET BRONX NY 10467 SPECIALTY CARE PRACTICE BRONX RIVER MEDICAL ASSOC-YONKERS OFFICE 1915 CENTRAL PARK AVENUE YONKERS NY 10710 SPECIALTY CARE PRACTICE MMC-WAKEFIELD CARDIOVASCULAR CENTER 4256 BRONX BOULEVARD BRONX NY 10466 SPECIALTY CARE PRACTICE RIDGE HILL CARDIOLOGY 73 MARKET STREET SUITE 178b YONKERS NY 10710 SPECIALTY CARE PRACTICE BRONX CARDIAC 2814 MIDDLETOWN ROAD BRONX NY 10461 SPECIALTY CARE PRACTICE WESTCHESTER HEART SPECIALIST 150 LOCKWOOD AVENUE NEW ROCHELLE NY 10810 SPECIALTY CARE PRACTICE WILLIAMSBRIDGE CARDIOLOGY 1578 WILLIAMSBRIDGE ROAD BRONX NY 10461 SPECIALTY CARE PRACTICE CARDIOVASCULAR ASSOCIATES OF WESTCHESTER 140 lOCKWOOD AVENUE NEW ROCHELLE NY 10801 SPECIALTY CARE PRACTICE MMG-VIA VERDE 730 BROOK AVENUE BRONX NY 10455 PRIMARY CARE EXTENSION CTR MSHP-MORRIS CAMPUS 1110 BOSTON ROAD BRONX NY 10456 SCHOOL HEALTH CLINIC MSHP-NEW SETTLEMENT COMMUNITY CAMPUS 1501 JEROME AVENUE BRONX NY 10452 SCHOOL HEALTH CLINIC BROADWAY DENTAL CENTER 5500 BROADWAY SUITE 102 BRONX NY 10463 DENTAL CENTER MONTEFIORE MOSES OP MENTAL HLTH CLINIC 111 EAST 210TH STREET BRONX NY 10467 MENTAL HEALTH CLINIC MONTEFIORE RAD ONC AT ST BARNABAS 4487 THIRD AVENUE LEVEL B Bronx NY 10466 RADIATION ONCOLOGY PRACTICE MME PLASTIC SURGERY PRACTICE 182 210TH STREET BRONX NY 10467 SPECIALTY CARE PRACTICE ROSE KENNEDY CHILD EVALUATION & REHAB CT 1225 MORRIS PARK AVENUE BRONX NY 10461 DEVELOPMENTAL DISABILITY CLINIC CHRISTOPHER COLUMBUS CAMPUS 925 ASTOR AVENUE BRONX NY 10469 SCHOOL HEALTH CLINIC BOYNTON FAMILY RESIDENCE (AGUILA INC) 1056 BOYNTON AVENUE BRONX NY 10472 HOMELESS SHELTER EXT. CLINIC CHILD ADVOCACY CLINIC (CLOSED IN 2015) 260 EAST 188TH STREET BRONX NY 10458 SPECIALTY CARE PRACTICE LONG TERM HEALTH CARE PROGRAM ONE FORDHAM PLAZA BRONX NY 10458 LONG TERM HEALTH CARE AGENCY PART I, LINE 7 TABLE: THE FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST TABLE IS BASED ON THE MEDICAL CENTER'S ACTIVITIES ONLY. SINCE THE ACTIVITES OF THE DISREGARDED ENTITIES (MAINLY THE CARE MANAGEMENT COMPANY, LLC) ARE QUITE UNIQUE AND NOT REPRESENTATIVE OF A HOSPITAL FACILITY, THE ACTIVITIES FROM THESE ENTITIES WERE EXCLUDED FROM CONSIDERATION IN THE TABLE. fORM 990, PART IX, LINE 25, COLUMN A EXPENSES USED TO CALCULATE THE BENEFIT PERCENTAGES WAS ADJUSTED TO EXCLUDE THE DISREGARDED ENTITIES SINCE ONLY THE HOSPITAL FACILITY ACTIVITIES WERE REPORTED. 1. PART I, LINE 7: THE COST-TO-CHARGE RATIO METHODOLOGY WAS UTILIZED TO CALCULATE THE AMOUNT INCLUDED IN THE TABLE. THE CALCULATION OF THIS RATIO WAS DERIVED FROM RATIO OF PATIENT CARE COST-TO-CHARGE. 1. PART II - COMMUNITY BUILDING ACTIVITIES: THE MEDICAL CENTER IS ACTIVELY INVOLVED WITH COMMUNITY-BASED ORGANIZATIONS AND SPECIAL COMMUNITY HEALTH PROGRAMS AS PART OF ITS MISSION TO ADVANCE THE HEALTH OF THE COMMUNITIES IT SERVES. THE MEDICAL CENTER'S COMMUNITY BUILDING ACTIVITIES INCLUDE COMMUNITY SUPPORT OF THE BRONX AIDS VOLUNTEERS ORGANIZATION, THE LEAD POISONING PREVENTION PROGRAM AND RECRUITMENT OF MUCH NEEDED MEDICAL PROFESSIONALS TO THE HEALTH PROFESSIONAL SHORTAGE AREAS (HPSA) OF THE BRONX, among other initiatives. MONTEFIORE'S LEAD POISONING PREVENTION Program is a designated NEW YORK STATE Resource Center for Lead poisoning prevention, and consists of a multidisciplinary team in medicine, research, social services, environmental investigation and public advocacy. It serves as a referral center for the medical management of lead poisoning, links families to safe housing during home abatement procedures, provides bilingual educational workshops, advocates for lead poisoned children during local and state legislative reviews and collaborates with city and private agencies in enviromnental intervention. PROJECT BRAVO is a hospital-based volunteer program managed by Montefiore's Aids Center that provides support to HIV and Aids patients. The program renders outreach services in the community, provides friendly visits to hospitalized patients and staffs the BRAVO food pantry. 1. PART III, Section A, LINE 2: The cost of bad debt expense is estimated based on the bad debt provision at charge, applied to the ratio of total patient care expenses to total charges for all services rendered. Any payments or discounts are excluded from bad debt expense. 1. Part III, Section A., Line 3 THE ESTIMATED AMOUNT OF THE ORGANIZATIONS'S BAD DEBT EXPENSE (AT COST) ATTRIBUTED TO PATIENTS UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS BASED ON RESULTS OF PREDICTIVE ANALYSIS. BAD DEBT SHOULD BE INCLUDED AS A COMMUNITY BENEFIT BECAUSE THE ORGANIZATION PROVIDES MUCH NEEDED HEALTH CARE SERVICES INDISCRIMINATELY TO THE COMMUNITY-AT-LARGE WITHOUT REGARD TO WHETHER OR NOT THE PATIENT HAS INSURANCE or if THE BILL WILL EVER BE PAID. 1. Part III, Section A., Line 4 AS REPORTED IN MONTEFIORE MEDICAL CENTER'S AUDITED FINANCIAL STATEMENTS, BAD DEBT EXPENSE IS DESCRIBED AS FOLLOWS: "The collection of patient service revenue due from patients, including copayments and deductibles, from those who are ineligible for charity care, is subject to uncertainty. The Medical Center records bad debt expense in the period services are rendered based on past experience, to account for amounts that patients may ultimately be unable or unwilling to pay. For self-pay patients, which includes both patients without insurance and patients with copayments and deductibles after third-party coverage, the Medical Center records an estimate for bad debt expense in the current period based on past experience. Amounts ultimately written off as uncollectible and recoveries of such amounts are deducted from, or added to, the allowance for doubtful accounts". 1. PART III, Section B, LINE 8: Medicare allowable costs reported on Part III, line 6, per Schedule H instructions, were derived using the Medicare Cost Report cost-finding methodology, which apportions routine costs to Medicare using days and ancillary costs to Medicare using departmental ratios of costs to charges (RCCs). THE FOLLOWING TABLE REPRESENTS A RECONCILIATION OF MEDICARE REVENUE AND COSTS INCLUDED ON LINES 5, 6, AND 7 IN PART III TO THE TOTAL ACTUAL MEDICARE REVENUE AND COSTS OF THE MEDICAL CENTER. AS HIGHLIGHTED IN THIS TABLE, INCLUDING THE ADJUSTMENTS DESCRIBED BELOW WOULD HAVE RESULTED IN A MEDICARE SURPLUS OF $3,857,338. REVENUE ALLOWABLE SURPLUS COSTS (SHORTFALL) Part 111, LINES 5-7: $383,255,425 $287,336,189 $95,919,236 ADD: COSTS NOT INCLUDED IN MEDICARE COST REPORT: - 13,467,059 (13,467,059) ADD: MEDICARE DME: 31,909,421 66,840,440 (34,931,019) ADD: EMP PHYS SERV: 42,856,000 71,942,330 (29,086,330) ADD: MED SUBSID HLTH SERV: 8,134,000 22,711,490 (14,577,490) MEDICARE SURPLUS: $466,154,846 $462,297,508 $3,857,338) MEDICARE REVENUE AND ALLOWABLE COSTS REPORTED IN PART III, SECTION B, WERE DERIVED FROM THE MEDICARE COST REPORT. HOWEVER, LINES 5, 6, AND 7 IN PART III DO NOT INCLUDE CERTAIN MEDICARE REVENUE AND COSTS, AND does NOT PRESENT THE ENTIRE FINANCIAL impact OF THE MEDICAL CENTER'S PARTICIPATION IN THE MEDICARE PROGRAM. IN ADDITION, THE MEDICARE COST REPORT COST-FINDING METHODOLOGY IS INCONSISTENT WITH THE REST OF SCHEDULE h, WHEREBY COSTS ARE CALCULATED USING THE MEDICAL CENTER'S OVERALL RATIO OF COSTs TO CHARGES (RCC) FROM WORKSHEET 2. ACCORDINGLY, THE MEDICARE SURPLUS REFLECTED iN PART III, LINE 7 BEFORE THE ADJUSTMENTS described BELOW IS SIGNIFICANTLY OVERSTATED. fOR EXAMPLE, PART III EXCLUDES CERTAIN MEDICAL CENTER EXPENSES THAT ARE NOT PART OF THE MEDICARE COST FINDING PROCESS. tHESE COSTS INCLUDE CERTAIN CONSULTING AND MARKETING EXPENSES, COSTS RELATED TO NURSE PRACTITIONERS, NURSE MIDWIVES, PHYSICIAN ASSISTANTS, AND HOSPITALISTS WHO BILL THE MEDICARE PROGRAM FOR PART B SERVICES AND PHYSICIAN COSTS EXCEEDING THE MEDICARE REASONABLE COMPENSATION EQUIVALENT (RCE) LIMITS. INCLUDING THE MEDICARE SHARE OF THESE COSTS WOULD HAVE REDUCED THE MEDICARE SURPLUS ON LINE 7 BY $13,467,059. PART III ALSO EXCLUDES MEDICARE REVENUE AND ALLOWABLE COSTS FROM THE MEDICARE COST REPORT RELATED TO DIRECT MEDICAL EDUCATION (DME), WHICH WERE REPORTED IN PART I, LINE 7F AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE SHARE OF DME LOSSES HAD BEEN REPORTED IN PART III, THE MEDICARE SURPLUS ON LINE 7 WOULD HAVE BEEN REDUCED BY $34,931,019 (SEE ABOVE RECONCILIATION TABLE). ADDITIONALLY, PART III EXCLUDES MEDICARE REVENUE AND COSTS FOR SERVICES BILLED FOR THE MEDICAL CENTER'S EMPLOYED PHYSICIANS THAT ARE PART OF THE RCC CALCULATION IN WORKSHEET 2 BUT ARE NOT REFLECTED IN THE MEDICAL CENTER'S MEDICARE COST REPORT. INCLUDING THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S EMPLOYED PHYSICIAN SERVICES WOULD HAVE REDUCED THE MEDICARE SURPLUS ON LINE 7 BY AN ADDITIONAL $29,086,330 (SEE ABOVE RECONCILIATION TABLE). PART III ALSO EXCLUDED MEDICARE REVENUE AND COSTS FROM THE MEDICARE COST REPORT ASSOCIATED WITH SUBSIDIZED HEALTH SERVICES WHICH WERE REPORTED IN PART I, LINE 7G AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S SUBSIDIZED HEALTH SERVICES HAD BEEN REPORTED IN PART III, THE MEDICARE SURPLUS IN LINE 7 WOULD HAVE BEEN REDUCED BY AN ADDITIONAL $14,577,490 (SEE ABOVE RECONCILIATION TABLE). 1. Part III, Section C., line 9b For patients who are known to qualify for financial assistance, all collection activity is halted and the patient is referred for financial aid. If an account is in collection and the patient requests financial aid or if the agency determines that the patient is eligible for financial assistance, the account is referred back to the Medical Center where the patient is provided assistance with completing an application for assistance. 2. NEEDS ASSESSMENT: MONTEFIORE ASSESSES COMMUNITY NEEDS BY: A) COMMUNITY ADVISORY BOARDS THE PRIMARY APPROACH USED TO GAIN INPUT AND COMMUNITY INVOLVEMENT IS THROUGH A VARIETY OF COMMUNITY ADVISORY BOARDS (CABS). MONTEFIORE MEDICAL CENTER WORKS EXTENSIVELY WITH REPRESENTATIVES OF THE COMMUNITIES THROUGH THE CABS TO IDENTIFY HEALTH CARE NEEDS AND DETERMINE THE APPROPRIATE CONFIGURATION OF SERVICES. ON A REGULAR BASIS, MONTEFIORE REPORTS TO THESE VARIOUS COMMUNITY GROUPS ON THE MEDICAL CENTER'S PERFORMANCE AND SERVICES, THE STATUS OF PROGRAMS, FINANCIAL AND UTILIZATION STATISTICS, THE PLAN FOR AND IMPLEMENTATION OF COMMUNITY SERVICES, AND PLANS FOR THE FUTURE. B) COMMUNITY SERVICES COMMMITTEE MONTEFIORE HEALTH SYSTEM HAS A BOARD COMMITTEE, THAT IS FOCUSED ON COMMUNITY SERVICES. IT IS RESPONSIBLE FOR OVERSEEING MONTEFIORE'S COMMUNITY SERVICES AND COMMUNITY BENEFIT ACTIVITIES TO ENSURE THEY ARE FORMULATED TO FACILITATE THE FULFILLMENT OF THE MEDICAL CENTER'S MISSION AND MEET THE NEEDS OF THE COMMUNITY. THE COMMITTEE MEETS REGULARY TO BECOME FAMILIAR WITH AND ASSESS MONTEFIORE'S community service pROGRAMS AND THE EXTENT TO WHICH THEY ADDRESS AND MAKE A MEANINGFUL IMPACT ON PRESSING COMMUNITY NEEDS. THE COMMITTEE WORKS CLOSELY WITH MONTEFIORE LEADERSHIP AND/OR RELEVANT BOARD COMMITTEES THAT ARE RESPONSIBLE FOR OVERSEEING THE MEDICAL CENTER'S MISSION TO ASSESS AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVEd. C) PARTNERSHIPS AND COLLABORATIONS BEYOND THE FORMAL STRUCTURE THAT MONTEFIORE HAS ESTABLISHED TO GAIN INPUT FROM THE COMMUNITIES IT SERVES, THE MEDICAL CENTER PARTICIPATES IN A VARIETY OF ORGANIZED PARTNERSHIPS AND COLLABORATIVES, WORKING WITH OTHER PROVIDERS IN THE BRONX, THE NYC DEPARTMENT OF HEALTH AND MENTAL HYGIENE, COMMUNITY-BASED ORGANIZATIONS IN THE BRONX AND MEMBERS OF THE COMMUNITY IN PLANNING AND DEVELOPING INITIATIVES AIMED AT IMPROVING THE HEALTH OF PEOPLE IN THE BRONX. EXAMPLES OF SUCH Partnerships INCLUDES: - THE BRONX HEALTH LINK - THE BRONX RHIO - THE BRONX COLLABORATIVE - THE BRONX BREATHES INITIATIVE - THE BRONX HIV PLANNING COUNCIL - SOUTH BRONX ENVIRONMENTAL JUSTICE PARTNERSHIP (SBEJP) - CITIWIDE HARM REDUCTION PROGRAM - BRONX COMMUNITY PALLIATIVE CARE INITIATIVE - BRONX SCIENCE AND HEALTH OPPORTUNITIES PARTNERSHIP - HISPANIC CENTER OF EXCELLENCE - BRONX CENTER TO REDUCE AND ELIMINATE ETHNIC AND RACIAL HEALTH DISPARITIES (BRONX CREED). D) The office of community and population health Montefiore continues to partner with a variety of community-based organizations to work to advance the health of the community. The Montefiore Office of Community and Population Health was set up to maximize the impact of the Medical Center's community services and helps to assesses community needs by its various initiatives, including - supporting and coordinating Montefiore's diverse portfiolio of community health improvement programs and activities; - enhancing Montefiore's capacity to assess and measure the health needs of the communities it serves; - Identifying and selecting a limited number of top-priority health needs in the communities Montefiore serves for specific focus; - Leading and coordinating Montefiore-wide efforts and working with community partners to measurably improve the health of the communities served; - The to your Health! Program, a community and worksite wellness initiative seeking to reduce the growing burden of chronic disease in the community through a number of public health programs to educate patients, visitors, staff and local residents on how to live healthier lives. Through collaborations with local community based organizations, the Office of Community Health will identify specific interventions that can be worked on both collaboratively and independently to transform the community health. Using data collected through Montefiore, the District Public Health Office and other sources, the impact on the community health by the particular intervention can be measured and analyzed. 3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: ALL INTAKE, REGISTRATION, AND COLLECTION AGENCY STAFF IS TRAINED ON THE MEDICAL CENTER'S FINANCIAL AID POLICY AND HOW TO PROVIDE PATIENTS WITH ASSISTANCE. MONTEFIORE MEDICAL CENTER HAS A POLICY THAT ESTABLISHES GUIDeLINES FOR THE BILLING OFFICE TO FOLLOW WHEN WORKING WITH INDIVIDUALS WHO ARE HAVING DIFFICULTY PAYING THEIR MEDICAL BILLS. A REFERRAL IS MADE TO THE MEDICAL CENTER'S FINANCIAL AID OFFICE AND A FINANCIAL COUNSELOR WILL HELP THE PATIENT APPLY FOR FREE OR LOW-COST INSURANCE. IF THE FINANCIAL COUNSELOR DETERMINES THAT THE PATIENT DOES NOT QUALIFY FOR LOW-COST INSURANCE, the counselor WILL HELP THE patient APPLY FOR A FINANCIAL AID DISCOUNT BASED ON INCOME LEVEL. THE MEDICAL CENTER MAKES ITS FINANCIAL AID POLICY KNOWN TO THE PUBLIC BY PROVIDING WRITTEN INFORMATION AVAILABLE IN BOTH ENGLISH AND SPANISH, including brochures AT all patient service areas, information posted on the intranet and internet, and information sent out on patient's bills. THERE ARE ALSO SIGNS POSTED AT THE MAIN ENTRANCE TO THE MEDICAL CENTER IN ENGLISH AND SPANISH ADVISING PATIENTS OF THE ROOM LOCATION FOR FINANCIAL AID ASSISTANCE. 4. COMMUNITY INFORMATION: THE MEDICAL CENTER HAS OUTREACH SERVICES RESPONDING TO THE HEALTH CARE AND SOCIAL NEEDS THROUGHOUT THE BRONX AND SOUTHERN WESTCHESTER. IT HAS BECOME A MAJOR COMMUNITY RESOURCE TO A POPULATION WHICH IS AMONG THE COUNTRY'S MOST ECONOMICALLY AND SOCIALLY DISADVANTAGED and to a community that is full of great challenges. The Bronx, with its 1.4 million residents, is ranked the poorest urban county in the country, leads the nation in rates of diabetes and obesity and other chronic conditions, and leads New York City in a list of significant markers: people in "fair or poor health", low birth weight, teen pregnancy, children in poverty, disabled individuals and families living below the poverty level. The Bronx has a poverty rate of 29.8% (compared to 15.3% city-wide), median income of $34,388 (compared to $58,003 city-wide) and one of the highest child poverty rates in the United States with 44.55% of Bronx children living below poverty. THE BRONX IS ALSO THE YOUNGEST COUNTY IN NEW YORK STATE WITH 39.2% CHILDREN AND ONE OF ONLY FIVE U.S. COUNTIES WITH MORE THAN 30% SINGLE FAMILY HOUSEHOLDS. COMMUNITY HEALTH PROFILES OF THE BRONX SHOW POOR HEALTH STATUS, HIGHER THAN AVERAGE INCIDENCE AND PREVALENCE OF HIV AND TUBERCULOSIS, POORER THAN AVERAGE BIRTH OUTCOMES, WORSE THAN AVERAGE ACCESS TO PRIMARY CARE, AND HIGH HOSPITAL ADMISSION RATES FOR DIABETES, CARDIOVASCULAR, CEREBROVASCULAR, PERIPHERAL VASCULAR AND RENAL DISEASES. 5. PROMOTION OF COMMUNITY HEALTH: MONTEFIORE IS A LEADER IN COMMUNITY HEALTH AND HAS A LONG HISTORY OF DEVELOPING INNOVATIVE APPROACHES TO CARE AND TAILORING PROGRAMS TO BEST SERVE THE CHANGING NEEDS OF ITS COMMUNITY. MONTEFIORE EMBRACES ITS SOCIAL RESPONSIBILITY AND DEFINES ITS ROLE BROADLY, PROMOTING WELLNESS IN ADDITION TO TREATING DISEASE AND ADDRESSING NEEDS RANGING FAR BEYOND MEDICAL CARE. MONTEFIORE EXTENDS THIS RESPONSIBILITY TO THE CARE OF ITS EMPLOYEES AND MEDICAL STAFF, many WHOM LIVE IN THE SURROUNDING COMMUNITY. THE POPULATION MONTEFIORE SERVES IS ONE OF THE MOST DIVERSE IN THE NATION. MONTEFIORE HAS BEEN AN INCUBATOR FOR PROGRAMS THAT IMPROVE PATIENTS' ACCESS TO CULTURALLY APPROPRIATE SERVICES, AND ITS PROGRESSIVE FINANCIAL AID POLICY AND ROBUST ENTITLEMENT ENROLLMENT PROGRAM SUPPORT ACCESS TO CARE FOR THOSE IN NEED. HISTORICALLY, MONTEFIORE HAS EMBRACED COMMUNITY SERVICE AND COMMUNITY HEALTH IMPROVEMENT AS A DELIVERY SYSTEM CHALLENGE, REACHING OUT TO SERVE THE UNDER-RESOURCED THROUGH ITS EXTENSIVE PRIMARY CARE DELIVERY SYSTEM, INCLUDING A NUMBER OF FEDERALLY-QUALIFIED COMMUNITY HEALTH CENTERS (FQHC). IN ADDITION, MONTEFIORE HAS DEVELOPED A WIDE RANGE OF SERVICES TARGETED TO SPECIFIC GROUPS IN NEED: THE YOUNG, THE ELDERLY, THE HIV INFECTED AND AFFECTED, THE MENTALLY ILL, THOSE STRUGGLING WITH SUBSTANCE USE, HOMELESSNESS AND VIOLENCE AND THOSE LIVING WITH CHRONIC DISEASES. THE MEDICAL CENTER HAS MAINTAINED AND EXPANDED ITS RANGE OF COMMUNITY SERVICES, REACHING OUT TO AND SERVING POPULATIONS WITH UNMET HEALTH CARE NEEDS, INCLUDING: - THOSE WITH POOR ACCESS TO COMPREHENSIVE CARE - UNDERSERVED, AT-RISK AND HARD TO REACH CHILDREN & THEIR FAMILIES - UNDERSERVED AND AT-RISK SENIOR CITIZENS - THOSE AFFECTED BY CANCER - THOSE AFFECTED BY THE CONTINUING HIV EPIDEMIC IN THE BRONX - PERSONS WITH OR AT-RISK FOR TUBERCULOSIS INFECTION - PERSONS AFFECTED WITH PROBLEMS OF SUBSTANCE ABUSE - THE HOMELESS - ADULTS AND CHILDREN WITH LIMITED ACCESS TO PRIMARY DENTAL CARE - THOSE AFFECTED BY CHRONIC HEALTH CARE DISEASE SUCH AS CONGESTIVE HEART FAILURE, DIABETES AND ASThMA. THE MEDICAL CENTER RUNS PROGRAMS for COMMUNITY HEALTH SERVICES THAT ARE AMONG THE NATION'S MOST EXTENSIVE PROVIDING PRIMARY CARE TO UNDERSERVED POPULATIONS including: - MONTEFIORE'S NETWORK OF PRIMARY CARE CENTERS IN THE BRONX INCLUDING SEVERAL FEDERALLY-QUALIFIED HEALTH CARE CENTERS (FQHC) PROVIDES ACCESS TO HIGH QUALITY PRIMARY HEALTH CARE SERVICES AND A VARIETY OF PRACTICE-BASED AND COMMUNITY OUTREACH PROGRAMS TO SOME OF THE NATION'S POOREST AND MOST UNDERSERVED COMMUNITIES. - MONTEFIORE OPERATES ONE OF THE NATION'S LARGEST PROGRAMS OF SCHOOL-BASED PRIMARY CARE, SERVING almost 26,000 STUDENTS AT 23 ELEMENTARY, MIDDLE AND HIGH SCHOOLS IN THE BRONX, PROVIDING OVER 75,000 HEALTH, MENTAL HEALTH AND DENTAL VISITS. THIS MODEL PROGRAM IS ABLE TO PROVIDE SERVICES TO ALL STUDENTS IN THESE SCHOOLS, INCLUDING THE ROUGHLY HALF OF ALL STUDENTS WITHOUT INSURANCE. - MONTEFIORE PROVIDES much NEEDED HEALTH CARE SERVICES TO HOMELESS CHILDREN AND FAMILIES IN VARIOUS LOCATIONS IN THE BRONX AND THROUGHOUT NEW YORK CITY USING A FLEET OF MOBILE MEDICAL UNITS AND A MOBILE DENTAL UNIT AND USING TEAMS OF PROFESSIONALS PROVIDING SERVICES WITHIN HOMELESS AND DOMESTIC VIOLENCE SHELTERS. MONTEFIORE PROVIDES COMPREHENSIVE CARE AND A RANGE OF INNOVATIVE PROGRAMS FOR HIGH-RISK CHILDREN IN THE BRONX, INCLUDING: - A HIGHLY REGARDED PREVENTION, COUNSELING AND TREATMENT PROGRAM FOR ABUSED CHILDREN AND THEIR FAMILIES, BASED IN MONTEFIORE'S CHILD ADVOCACY CENTER. - A NATIONALLY RECOGNIZED LEAD POISONING PREVENTION, SCREENING AND TREATMENT PROGRAM SERVING POPULATIONS AT HIGHEST RISK FOR LEAD POISONING. ITS SAFE HOUSE IS A MODEL HOUSING PROGRAM TO SHELTER FAMILIES OF CHILDREN WITH HIGH LEAD LEVELS WHILE THEIR DWELLINGS ARE MADE LEAD FREE. - AN INNOVATIVE, MULTI-LEVEL PROGRAM OF CARE FOR CHILDREN WITH AND AT-RISK FOR OBESITY AND DIABETES, INCLUDING INITIATIVES IN THE SCHOOL-BASED HEALTH CENTERS, IN THE COMMUNITY-BASED PRIMARY CARE SITES AND AT THE CHILDREN'S HOSPITAL division AT MONTEFIORE (CHAM). - HEALTH PROFESSIONS EDUCATION PROGRAMS FOR HIGH SCHOOL STUDENTS CONDUCTED IN COLLABORATION WITH AREA HIGH SCHOOLS. THE MEDICAL CENTER OPERATES ONE OF THE NATION'S LARGEST AND MOST COMPREHENSIVE PROGRAMS FOR THE DIAGNOSIS, CARE AND ONGOING MANAGEMENT OF POPULATIONS WITH AND AT-RISK FOR HIV INFECTION, INCLUDING: - A HOSPITAL-BASED, STATE-DESIGNATED COMPREHENSIVE AIDS CENTER THAT SERVES INDIVIDUALS WITH HIV/AIDS WITH A BROAD PROGRAM OF AMBULATORY AND INPATIENT CARE. - A COMMUNITY-BASED PROGRAM THAT SERVES INDIVIDUALS WITH HIV/AIDS, OPERATING IN THE MEDICAL CENTER'S PRIMARY CARE SITES. - LONGSTANDING PROGRAMS FOCUSED ON THE PREVENTION, EARLY IDENTIFICATION AND ONGOING CARE AND MANAGEMENT OF CHILDREN AND ADOLESCENTS WITH OR AT RISK FOR HIV INFECTION. - AN INNOVATIVE PROGRAM OF OUTREACH HIV PRIMARY AND SPECIALTY CARE SERVICES, THAT ARE LOCATED IN MONTEFIORE'S SUBSTANCE ABUSE TReATMENT PROGRAM, WHICH SERVES OPIATE-ADDICTED INDIVIDUALS, HALF OF WHOM ARE hiv-INFECTED, IN SEVERAL DRUG TREATMENT CENTERS LOCATED THROUGHOUT THE BRONX. THIS SERVICE INFRASTRUCTURE HAS PROVEN INVALUABLE IN MOUNTING EFFECTIVE PUBLIC HEALTH, DIAGNOSIS AND CARE PROGRAMS RESPONDING TO THE TWO OTHER INFECTIOUS DISEASE EPIDEMICS THAT HAVE ALSO AFFLICTED THE BRONX: TUBERCULOSIS AND HEPATITIS-C infection. MONTEFIORE PROVIDES A WIDE RANGE OF ON-SITE AND OUTREACH PROGRAMS TO SERVE THE BOROUGH'S FRAIL AND AT-RISK ELDERLY, INCLULDING: - A COMPRHENSIVE, MULTIDISCIPLINARY GERIATRIC AMBULATORY PRACTICE, INCLUDING GERIATRIC MEDICINE AND GERIATRIC PSYCHIATRY, SOCIAL SERVICES, PHARMACY AND NUTRITIONAL COUNSELING, WITH SERVICE SITES IN THE EAST AND WEST BRONX; - AN AGING AND MEMORY CENTER THAT PROVIDES ASSESSMENTS, AMBULATORY CARE AND HOME VISITS BY GERIATRIC PSYCHIATRISTS; - ONE OF THE NATION'S LARGEST HOSPITAL-BASED HOMECARE PROGRAMS, PROVIDING IN-HOME SERVICES TO INNER CITY SENIORS LIVING IN NEIGHBORHOODS THAT ARE AMONG THE COUNTRY'S MOST DISADVANTAGED; - AN EXTENSIVE PROGRAM TO IDENTIFY, PREVENT AND RESPOND TO SUSPECTED ELDER ABUSE; - PHYSICIAN HOME VISIT PROGRAMS SERVING THE ELDERLY LIVING IN PUBLICLY SUBSIDIZED HOUSING PROJECTS ACROSS THE BRONX, A PROGRAM MOUNTED IN PARTNERSHIP WITH THE NYC HOUSING AUTHORITY AND LOCAL COMMUNITY AND SOCIAL SERVICES AGENCIES IN "NATURALLY OCCURRING RETIREMENT COMMUNITIES - AN INNOVATIVE FEDERALLY-FUNDED DEMONSTRATION PROGRAM THAT USES A COMBINATION OF CARE AND CASE MANAGEMENT, A PHYSICIAN HOME VISITING PROGRAM, HOME-BASED TELEMONITORING AND PATIENT/FAMILY SUPPORT TO MANAGE AND IMPROVE THE CARE AND HEALTH OF SENIORS IDENTIFIED BY CMS AS THEIR "HIGH-COST BENEFICIARIES" (MEDICARE BENEFICIARIES WITH COMPLEX MEDICAL AND PSYCHOSOCIAL NEEDS). THE DEPARTMENT OF OB-GYN AND WOMEN'S HEALTH IS INVOLVED IN A RANGE OF PROGRAMS FOCUSED ON THE HEALTH NEEDS OF WOMEN IN THE BRONX AND SURRROUNDING COMMUNITIES that INCLUDES PARTNERING WITH NY STATE, NY CITY AND LOCAL PROVIDERS iN THE DEVELOPMENT OF A REGIONAL PERINATAL SYSTEM IN THE BRONX, WHICH HAS one of THE COUNTRY'S HIGHEST RATES OF INFANT MORTALITY AND DISABILITY AND LOW BIRTH WEIGHT. MONTEFIORE AS A COMMUNITY LEADER IS RESPONDING TO THE UNIQUE AND PRESSING NEEDS OF ITS COMMUNITY reflected in various outreach programs: - THE MONTEFIORE-EINSTEIN CANCER CARE OPERATES THE COMMUNITY OUTREACH PROGRAM, A RESEARCH BASED CANCER PREVENTION, EDUCATION, AND SUPPORT PROGRAM THAT PROVIDES SUPPORT AND EDUCATIONAL SERVICES TO PATIENTS, FAMILIES, STAFF, AND COMMUNITY MEMBERS FACING THE CHALLENGES OF CANCER. THE CENTER ALSO PARTICIPATES IN CANCER SCREENING, CANCER EDUCATION AND AWARENESS, AND SUPPORT PROGRAMS. - MONTEFIORE'S COMMUNITY DENTISTRY PROGRAM PROVIDES DENTAL SERVICES TO A MULTITUDE OF UNDERSERVED AND MEDICALLY COMPROMISED PATIENTS AT ON-SITE DENTAL FACILITIES, ONE COMMUNITY SITE, AND THE INFECTIOUS DISEASE CLINIC AT THE MOSES DIVISION. A MOBILE DENTAL VAN PROVIDES MOBILE DENTAL SERVICES TO THE UNDERSERVED AT A VARIETY OF MONTEFIORE PRIMARY CARE SITES ACROSS THE BRONX. - MONTEFIORE has been DESIGNATED BY NY STATE AS ONE OF FOUR DIABETES CENTERS OF EXCELLENCE IN THE STATE. MONTEFIORE HAS IMPLEMENTED A COMPREHENSIVE ARRAY OF PROGRAMS RESPONDING TO THE "NEXT EPIDEMIC" IN THE BRONX: THE EXTRAORDINARILY HIGH AND INCREASING RATES OF DIABETES AND OBESITY AND THE COMMON CARDIOVASCULAR COMPLICATIONS AND COMORBIDITIES. MONTEFIORE IS TAKING A NETWORK-WIDE QUALITY IMPROVEMENT APPROACH TO ORGANIZING AND IMPROVING THE PREVENTION, CARE AND MANAGEMENT OF THIS DISEASE CLUSTER, IN ITS PRIMARY CARE AND SCHOOL-BASED SITES, IN ITS SPECIALTY SERVICES AND HOSPITAL divisions. Montefiore has taken a leadership position in neighborhood and community development, creating and supporting the Mosholu Preservation Corporation (MPC). MPC is a community redevelopment corporation that has successfully rehabilitated housing stock in the depressed neighborhoods in the northwest Bronx and has been involved in a number of economic development and community developme 6. AFFILIATED HEALTH CARE SYSTEM: Montefiore Medical Center IS AN AFFILIATE OF MONTEFIORE HEALTH SYSTEM, INC. The Health System is a leader in community health and has a long history of developing innovative approaches to care and creating programs to best serve the changing needs of its community. See line 5, Promotion of Community Health, for how the Health System along with Montefiore Medical Center promotes community Health. 7. STATE FILING OF COMMUNITY BENEFIT REPORT: Montefiore Medical Center files a Community Service Plan with the State of New York. true Albert Einstein College of Medicine 1300 morris park avenue bronx NY 10468 131624225 501(c)(3) 2769346 GRANT/sponorship Bronx Aids Services Inc 540 E fordham road bronx NY 10458 133599121 501(c)(3) 76642 grant subrecipient bronx lebanon hospital center 1276 fulton avenue bronx NY 10456 131974191 501(c)(3) 192050 grant subrecipient Bronx Overall Economic Development 851 Grand Concourse Bronx NY 10451 133079387 501(c)(3) 50500 Sponsorship American Heart Association 122 East 42nd Street New York NY 10168 135613797 501(c)(3) 25000 sponsorship Urban Health Plan Inc 1515 Southern Blvd Bronx NY 10460 237360305 501(c)(3) 8000 Sponsorship Wildlife Conservation Society 2300 Southern Blvd Bronx NY 10460 131740011 501(c)(3) 100000 Sponsorship Primary Care Development Corp 22 Cortlandt St 12th Fl New York NY 10007 133711803 501(c)(3) 8000 sponsorship Morris Heights health center 85 west burnside ave bronx NY 10453 061081232 501(c)(3) 50000 sponsorship Bedford Park Multi-Serv Ctr fr Sen Citizens 243 E 204th St Bronx NY 10458 132745303 501(c)(3) 25000 General Support The New York Academy of Medicine 1216 Fifth Avenue New York NY 10029 131656674 501(c)(3) 10000 Sponsorship Children's Health Fund 215 west 125th street New York NY 10027 133468427 501(c)(3) 12500 Sponsorship Cong Refuah Helpline Inc 9 Meron Dr Monroe NY 10950 208216686 501(c)(3) 30000 Sponsorship Mosholu Preservation Corporation 3400 Reservoir Oval East Bronx NY 10467 133109387 501(c)(3) 24000 Donation Golf Fore Africa Inc 32531 N Scottsdale Rd Scottsdale AZ 85266 261753089 501(c)(3) 25000 Sponsorship ST JOHN'S RIVERSIDE HOSPITAL 967 NORTH BROADWAY YONKERS NY 10701 131740126 501(C)(3) 50000 SPONSORSHIP Dana-Farber Cancer Institute Inc 450 Brookline Avenue Boston MA 02115 042263040 501(c)(3) 36591 Grant Subrecepient Weill Medical College of Cornell University 1300 York Avenue New York NY 10065 131623978 501(c)(3) 101855 Grant Subrecepient BRONX LGBTQ CENTER PO BOX 356 BRONX NY 10463 461364383 501(C)(3) 6021 SPONSORSHIP BURKE REHABILITATION HOSPITAL 785 MAMARONECK AVE WHITE PLAINS NY 10605 131739937 501(C)(3) 40000 SPONSORSHIP JDRF INTERNATIONAL 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 231907729 501(C)(3) 10000 SPONSORSHIP NATIONAL MEDICAL FELLOWSHIP 347 FIFTH AVENUE NEW YORK NY 10016 010963657 501(C)(3) 25000 SPONSORSHIP NEW YORK RESTORATION PROJECT 254 WEST 31ST STREET NEW YORK NY 10001 133959056 501(C)(3) 12500 SPONSORSHIP PHIPPS NEIGHBORHOOD 902 BROADWAY NEW YORK NY 10010 132707665 501(C)(3) 12500 GRANT SCHOOL NEWS NATIONWIDE INC 490 EAST 28TH STREET BROOKLYN NY 11226 113293868 501(C)(3) 10000 SPONSORSHIP SOCIETY FOR HOSPITAL & RESOURCES EXCHANGE 107 HARBOR COVE PIERMONT NY 10968 133585520 501(C)(3) 7000 SPONSORSHIP ST JOSEPH'S HEALTH FUND 127 SOUTH BROADWAY YONKERS NY 10701 133833645 501(C)(3) 12000 SPONSORSHIP ST BARNABAS HOSPITAL 4422 THIRD AVENUE BRONX NY 10457 131740122 501(C)(3) 10000 SPONSORSHIP ST JOSEPH'S REGIONAL MEDICAL CENTER 703 MAIN STREET PATERSON NJ 07503 221487602 501(C)(3) 16776 SPONSORSHIP THE ARTHRITIS FOUNDATION INC 122 EAST 42ND STREET NEW YORK NY 10168 800489313 501(C)(3) 15000 SPONSORSHIP THE BRONX TOURISM COUNCIL 851 GRAND CONCOURSE BRONX NY 10451 133079387 501(C)(3) 30000 SPONSORSHIP THE PREGNANCY FOUNDATION 409 12TH STREET WASHINGTON DC 20024 412103331 501(C)(3) 10300 SPONSORSHIP MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27084 NEW YORK NY 10087 131624082 501(C)(3) 199114 GRANT SUBRECIPIENT NEW YORK CITY HEALTH & HOSPITALS CORP 160 WATER STREET NEW YORK NY 10038 134172958 501(C)(3) 148874 GRANT SUBRECIPIENT THE REGENTS OF THE UNIVERSITY OF NEW MEXICO 1 UNIV OF NM ALBUQUERQUE NM 87131 856000642 501(C)(3) 30851 GRANT SUBRECIPIENT RIVERDALE YM YWHA 5625 ARLINGTON AVENUE BRONX NY 10471 131740507 501(C)(3) 10000 SPONSORSHIP White Plains Hospital Medical Center 41 East Post Road White Plains NY 10601 131740130 501(c)(3) 104804654 Contributions St Jude Children's Research PO Box 1000 Dept 949 Memphis TN 38105 620646012 501(c)(3) 16536 Grant Subrecipient 38 0 Part I, Line 2 The procedure for monitoring subrecipients of federal awards for compliance is to obtain and review the subrecipient's audited Circular A-133 single Audit report which includes their respective schedule of expenditures of federal awards by major program together with the reports on internal control and compliance. The Medical Center also provides support to various organizations as part of many local community health programs. X true true X X X X X X false true false false false false false false false JOEL PERLMAN EXECutive VP & CfO 0 1018981 0 507500 0 3048 0 17000 0 34011 0 1580540 0 0 ROBERT MICHLER MD CHAIR-Surg/Cardiothoracic Surg 3183733 0 6504 0 7032 0 17000 0 34255 0 3248524 0 0 0 RICHARD KRAUT DDS CHAIRMAN-DENTISTRY 501631 0 1404297 0 3288 0 17000 0 31461 0 1957677 0 0 0 SUSAN GREEN-LORENZEN RN System Senior VP-OPERations 0 785243 0 386900 0 22034 0 263986 0 32082 0 1490245 0 0 Christopher Panczner Senior VP & General Counsel 0 697112 0 392200 0 21554 0 232140 0 0 0 1343006 0 0 PHILIP O OZUAH MD PHD Executive VP & COO 0 1539345 0 619200 0 127100 0 663122 0 34011 0 2982778 0 0 Shalom Kalnicki MD Chairman-Radiation Oncology 1101870 0 350000 0 1584 0 17000 0 35167 0 1505621 0 0 0 Joseph De Rose MD Dir Min Invasive/Robotic Surg 1092355 0 274819 0 0 0 17000 0 28506 0 1412680 0 0 0 Neil Cobelli MD Chairman-Orthopaedic Surgery 896048 0 322697 0 1584 0 17000 0 12199 0 1249528 0 0 0 Lynn Richmond Executive Vice President 0 782898 0 446300 0 27554 0 249178 0 33464 0 1539394 0 0 STEVEN SAFYER MD PRESIDENT & CEO/EX-OFFICIO 0 1768651 0 1203200 0 1312042 0 17000 0 34255 0 4335148 0 0 Part I, Line 1a Steven Safyer, M.D., President & CEO - services of a driver are provided for business purposes and incidental transportation. A portion was included in taxable income. Philip O. Ozuah, M.D., PH.D, Executive VP & COO - Car service is provided for business purposes and incidental transportation. The car service costs were included in taxable income. Part I, Lines 3, 4b & Part II - Columns (B)(i), (ii) and (iii) The Compensation Committee reviews and approves all forms of compensation and benefits provided to each executive with the assistance of a national independent compensation consulting firm. The consulting firm assists the Compensation Committee with its decision-making process to ensure executive compensation levels are reasonable and appropriate relative to those of other similar organizations. Base salaries in Column B(i) are determined based on competitive market practices for comparable positions with similar sized organizations and scope of responsibilities. Bonus and incentive compensation in Column B(ii) is based on the achievement of performance goals. The executives' compensation program has a significant pay-at-risk component to ensure the alignment of pay and organizational performance. Goals are set in advance in areas such as quality of patient care, patient satisfaction, community services and financial performance. Compensation is at risk if the goals established by the Compensation Committee are not met. Other reportable compensation in column B(III) includes distributions from the supplemental executive retirement plan. In a manner designed to qualify for the "rebuttable presumption of reasonableness" the Compensation Committee of the Board of Trustees expressly reviewed and approved these retirement benefit arrangements for senior executives in a manner that qualified under the intermediate sanctions rules of the Federal tax law, and in recognition of (a) the executives' years of service to the organization and (b) the significant contributions to enhancing the ability of the organization to achieve its charitable mission in a manner consistent with financial solvency. Accordingly, this benefit should be viewed as applying to years of service for the organization. Steven Safyer, M.D. - Pooled Supplemental Executive Retirement Plan distribution of $1,300,859 based on over 30 years of service at Montefiore. Christopher Panczner - Accrued and unpaid service costs of $215,140. Philip O. Ozuah, M.D., PH.D. - Accrued and unpaid service costs of $646,122 based on over 25 years of service at Montefiore. Susan Green Lorenzen, RN - Accrued and unpaid service costs of $246,986. Lynn Richmond - Accrued and unpaid service costs of $232,178. Part II - Compensation from related organization All officers and key employees of Montefiore Medical Center are paid by the Parent company, Montefiore Health System, Inc. The organization, in turn, reimburses the health system for its expenses through the membership fees that are assessed for each of the benefitting entities. A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 64983TV26 2004-12-15 194451180 Construction & Renovation Project false false false B DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 64983QML0 2005-09-22 160222851 Refund Prior Issue (1/1/97) false false false C DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 649903ZD6 2008-02-07 134395945 Refund Prior Issue (5/11/95) false false false D Build NYC Resource Corporation 454040561 000000000 2013-04-19 93000000 Facility Improvements false false false A 37135000 0 201432940 38519003 14188158 0 1963773 3066929 0 168209080 0 0 2007 false false true true B 49380000 0 169489102 34921204 0 0 1584084 867080 37769 2746265 151988905 0 1989 false true true true C 45620000 0 134602903 34739153 0 0 1403668 0 35000 4372719 116561516 0 1998 true false true true D 4573773 0 82564503 8125871 754676 0 592418 0 0 81217409 0 0 2015 false false false true A false true true false true false 0.00370 0.00370 false false false true B false true true false true false 0.00710 0.00710 false false false true C false true true false true false 0.00540 0.00540 false false false true D false false true false false 0.00240 0.00240 false false false true A false false false true false true Merrill Lynch 26.6 false true true 0 true true true B false false false true false false 0 true AIG Matched FC 22.4 true true true C false false true true false true Merrill Lynch 15.5 false true true DEPFA Bank 16.5 true false true D false true false false true false 0 false 0 false true A true B true C true D true Mortgage & Facility Improvements Supplemental Information Termination of Hedge - Part IV, Column A, Line 4c HEDGE WAS TERMINATED PRIOR TO EFFECTIVE DATE ON 12/15/2004. GIC PROVIDER - PART IV, COLUMN A, LINE 5B RESERVE FUND - AIG MATCHED FUNDING CORP PROJECT FUND - BAYERISCHE LANDESBANK TERM OF HEDGE - PART IV, COLUMN A, LINE 5C RESERVE FUND - 28.6 YEARS PROJECT FUND - 3.1 YEARS PROCEEDS - PART II, COLUMN A-C, LINE 3 THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN(E) DUE TO INVESTMENT EARNINGS. PROCEEDS - PART II, COLUMN A-C, LINE 3 THE TOTAL PROCEEDS DO NOT EQUAL THE SUMMATION OF LINE 4-12 DUE TO TRANSFERRED OR REPLACEMENT PROCEEDS IN LINE 4. ARBITRAGE - PART IV, COLUMN A-C, LINE 2C ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: COLUMN A: 11/30/2014 COLUMN B: 08/31/2015 COLUMN C: 01/31/2013 PROCEEDS - PART II, COLUMN D, LINE 3 The total proceeds do not agree to the issue price in Part I, column (e) as this debt was issued on a draw-down basis and the total principal available has not yet been drawn. A Dormitory Authority of the State of New York 146000293 000000000 2011-08-18 17528118 Equipment Leasing false false false B DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2012-12-19 24964788 EQUIPMENT LEASING false false false C DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2014-10-29 32639702 EQUIPMENT LEASING false false false D DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2014-12-23 17899520 EQUIPMENT LEASING false false false A 15108393 0 17528118 0 0 0 86333 0 0 17441785 0 0 2011 false false true true B 14819894 0 24964788 0 0 0 108204 0 0 24856584 0 0 2012 false false true true C 1052447 0 32639702 0 0 0 73500 0 0 32566202 0 0 2014 false false true true D 2458737 0 17899520 0 0 0 92993 0 0 14054665 0 3751862 2014 false false false true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true A Dormitory Authority of the State of New York 146000293 000000000 2013-12-01 24980927 Equipment Leasing false false false B Dormitory Authority of the State of New York 146000293 000000000 2015-04-29 59972839 IT SYSTEM IMPLEMENTATION false false false C Dormitory Authority of the State of New York 146000293 000000000 2015-12-03 50095000 IT SYSTEM IMPLEMENTATION false false false D DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2015-12-29 15077593 Equipment Leasing false false false A 9834046 0 24980927 0 0 0 80992 0 0 24899935 0 0 2013 false false true true B 0 0 59972839 0 0 0 101220 0 0 59871619 0 0 2015 false false true true C 0 0 50095000 0 0 0 95000 0 0 24874354 0 25125646 2015 false false false true D 0 0 15077593 0 0 0 82911 0 0 8210912 0 6783770 2015 false false false true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 649902V83 2010-10-14 627406515 Construction Project false false true A 161630300 0 627406515 0 0 0 2822948 0 0 619016469 5567099 0 2010 false false true true A false false false true false 0.00280 0.00280 false false false true A false false false true false false 0 false 0 true A true MORTGAGES - SCHEDULE #2 SUPPLEMENTAL INFORMATION X 14 3032749 current market value false true false Form 990, Part IV, Section A, Line 2: David C. Gottlieb (trustee - resigned 6/15) is related to Jay B. Langner (trustee) - Family relationship. Form 990, Part VI, Section A, Line 6: Montefiore Health System, Inc. is the sole member of Montefiore Medical Center. Form 990, Part VI, Section A, Line 6: Montefiore Health System, Inc. is the sole member of Montefiore Medical Center. Form 990, Part VI, Section A, Line 7A: The board of trustees of Montefiore Health System, Inc., the sole member of Montefiore Medical Center, has the authority to appoint the board of trustees of Montefiore Medical Center. Form 990, Part VI, Section A, Line 7B: The board of trustees of Montefiore Health System, Inc., the sole member of Montefiore Medical Center, has the authority to approve the operating and capital budgets of Montefiore Medical Center. Form 990, Part VI, Section B, Line 11B: THE FORM 990 WAS PREPARED BY THE MONTEFIORE'S FINANCE DEPARTMENT WITH THE ASSISTANCE OF VARIOUS DEPARTMENTS THROUGHOUT THE MEDICAL CENTER. THE FORM 990 WAS REVIEWED AND APPROVED BY THE VICE PRESIDENT-FINANCE AND THE MEDICAL CENTER'S SENIOR LEADERSHIP TEAM INCLUDING THE CHIEF FINANCIAL OFFICER. IN ADDITION, AN INDEPENDENT ACCOUNTING FIRM WAS ENGAGED TO REVIEW THE FORM 990. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF MONTEFIORE MEDICAL CENTER'S GOVERNING BODY. Form 990, Part VI, Section B, Line 12C: The organization regularly and consistently monitors and enforces compliance with the disclosure policy by means of a survey developed by counsel and approved by the Legal and Compliance Committees of the Board of Trustees. The survey is sent to all trustees, officers and key employees for completion. All survey responses are reviewed by the Compliance Officer. Any potential conflicts identified in the responses are discussed with senior management and/or the Legal and Compliance Committees of the Board of Trustees. Potential actions to be taken in response to a conflict is one or more of the following: 1)disclosure of conflict; 2)individual recusal from decisions for transactions where that individual may have a conflict; 3)request the individual to alleviate the conflict; OR 4)removal of the individual from the board of trustees. Form 990, Part VI, Section B, Line 15A & Line 15B: As of 1/1/2014, all officers and Key Employees are employed and paid by Montefiore Health System, Inc., the parent of Montefiore Medical Center. Montefiore is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best corporate governance. The Montefiore Board of Trustees has charged the Compensation Committee of the Board (which is comprised of independent Board members with no conflicts of interest in regards to executive compensation) with making all decisions related to compensation for officers and key employees. All decisions made by the Compensation Committee are appropriately and timely documented in meeting minutes. The compensation committee's review process follows the Intermediate Sanctions guidelines for qualifying for the rebuttable presumption of reasonableness. The Committee retains an independent compensation consultant to assist it with this process. Compensation levels are established considering data for comparable organizations, an assessment of management performance (including the services provided to the community), and other business judgment factors, consistent with Montefiore's executive compensation philosophy. The Committee's decisions are made in the best interest of Montefiore, and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit healthcare organizations of comparable scope, mission and complexity. On an annual basis, the Committee provides the full Board of Trustees with a description of the committee's review and approval process and its decisions. Form 990, Part VI, Section C, Line 19: THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9: The Other change in net assets reduction of $76,284,075 was due to the following: - Affliate equity transfers ($108,331,642) - decrease in defined pension and other postretirement plan liabilities to be recognized in future periods $23,347,567 - Intercompany note reserve reduction $8,700,000 Montefiore Proton Acquisition LLC 111 East 210th St Bronx NY 10467 273994795 Proton Ther NY 0 0 mmc CMO THE CARE MANAGEMENT COMPANY LLC 111 EAST 210TH STREET BRONX NY 10467 133859895 MGMT SERV NY 80443939 -18723930 MMC MMC INITIATIVES LLC 111 East 210th Street Bronx NY 10467 453962827 HIV Services NY 5291 0 MMC MONTEFIORE HUDSON VALLEY COLLABORATIVE 111 EAST 210TH STREET BRONX NY 10467 473389736 Perform Prov NY 6252268 5284051 MMC MMC Corporation 111 East 210th street bronx NY 10467 133430322 real estate NY 501(c)(3) 11 Type 1 MMC true MMC Residential Corp No 1 Inc 3411 Wayne Avenue bronx NY 10467 911943271 staff housing NY 501(c)(2) MMC true Montefiore Hosp Housing Section II Inc 3450 wayne avenue bronx NY 10467 237160641 staff housing NY 501(c)(2) MMC true Mosholu Preservation Corporation 3400 reservoir oval East bronx NY 10467 133109387 Community Ser NY 501(c)(3) 11 type 2 MMC true Gun Hill MRI PC 200 East Gunhill Road Bronx NY 10467 133734486 diag services NY 501(c)(3) 11 type 1 MMC true Montefiore Health System Inc 555 South Broadway Tarrytown NY 10591 201615393 parent NY 501(c)(3) 11 type 3 MMAHS false Montefiore North Ambulatory Care Center 4134 Bronx Blvd bronx NY 10466 010796859 amb services NY 501(c)(3) 3 MHS true Montefiore New Rochelle Hospital 16 Guion Place New Rochelle NY 10801 462931956 Hospital NY 501(c)3 3 MHS true Montefiore Mount Vernon Hospital 12 North Seventh Avenue Mount Vernon NY 10550 462916938 Hospital NY 501(c)3 3 MHS true Schaffer Extended Care Center 16 Guion Place New Rochelle NY 10801 462929888 Nursing Home NY 501(c)3 9 MHS true MONTEFIORE FOUNDATION INC 111 EAST 210TH STREET BRONX NY 10467 471600439 FOUNDATION NY 501(c)(3) 11 type 1 MHS true Albert Einstein College of Medicine Inc 1300 Morris Park Avenue BRONX NY 10461 472209056 Med School NY 501(C)(3) 2 MMAHS false MONTEFIORE MEDICINE ACAD HLTH SYS INC 555 SOUTH BROADWAY TARRYTOWN NY 10591 471582973 Sys Parent NY 501(C)(3) 11 Type 3 NA false THE NYACK HOSPITAL 160 NORTH MIDLAND AVENUE NYACK NY 10960 131740119 HOSPITAL NY 501(C)(3) 3 MHS true White Plains Hospital Medical Center 41 East Post Road White Plains NY 10601 131740130 Hospital NY 501(c)(3) 3 MHS true Einstein Staff Housing Co Inc 1300 Morris Park Avenue Bronx NY 10461 237075620 Staff Housing NY 501(C)(2) MMAHS false Montefiore CERC Operations Inc 111 East 210th Street Bronx NY 10467 474853506 Rehab Center NY Pending MMC true White Plains Hospital Foundation 41 East Post Road Davis Ave White Plains NY 10601 133281507 FUNDRAISING NY 501(c)(3) 11 TYPE I WPH false Nyack Hospital Foundation 160 North Midland Avenue Nyack NY 10960 133245804 FUNDRAISING NY 501(c)(3) 11 TYPE I Nyack Hosp false The Montefiore IPA Inc 111 East 210th street bronx NY 10467 134114915 Managed Care NY MCV c corp -39171363 72199943 1.00000 true MMC GI Holdings East Inc 111 East 210th street bronx NY 10467 721610013 holding company NY MCV c corp 952724 9867918 1.00000 true MMC GI Holdings West Inc 111 East 210th street bronx NY 10467 721610015 holding company NY MCV c corp 1070578 7331099 1.00000 true Montefiore Behavioral Care IPA No 1 inc 111 East 210th street bronx NY 10467 133952750 Integ prov assos NY MCV c corp -5518329 3485105 1.00000 true BRONX ACCOUNTABLE CARE NETWORK IPA INC 111 EAST 210TH STREET BRONX NY 10467 300689571 Managed care NY MCV C CORP -272592 67111964 1.00000 true MONTEFIORE CONSOLIDATED VENTURES INC 111 EAST 210TH STREET BRONX NY 10467 611728539 holding company NY MMC C CORP 350193 775794 1.00000 true MMC CONTRACT MANGEMENT ORG NO 1 INC 111 EAST 210TH STREET BRONX NY 10467 133859895 CONTRACT MGMT NY MMC C CORP 0 0 1.00000 true MONTEFIORE INSURANCE COMPANY INC 111 EAST 210TH STREET BRONX NY 10467 320436594 Ins Company NY MHS C CORP 0 0 1.00000 true MONTEFIORE COMMUNITY NETWORK LLC 111 EAST 210TH STREET BRONX NY 10467 461374475 Comm Network NY MMC C CORP 0 0 false HUDSON VALLEY IPA INC 111 EAST 210TH STREET BRONX NY 10467 383978087 MANAGED cARE NY MCV C CORP 0 0 1.00000 true MONTEFIORE INNOVATIONS INC 111 EAST 210TH STREET BRONX NY 10467 475106910 holding company NY MMHAS C CORP 0 0 1.00000 true HIGHLAND MEDICAL PC 160 NORTH MIDLAND NYACK NY 10960 134034481 PHYSICIAN SERV NY NYACK Hospital C CORP 0 0 8 LONGVIEW DEVELOPMENT CORP DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 263321278 hOUSING NY WPH c cORP 0 0 false WHITE PLAINS MEDICAL DIAGNOSTIC SERV PC 41 EAST POST ROAD WHITE PLAINS NY 10601 453164626 PROFESSIONAL SERV NY WPH C CORP 0 0 false CANCER AND BLOOD MEDICAL SERVICES OF NY 41 EAST POST ROAD WHITE PLAINS NY 10601 462021804 PROFESSION SERV NY WPH C CORP 0 0 false NH MANAGEMENT SERVICES INC 160 N MIDLAND AVENUE NYACK NY 10960 134026486 MANAGEMENT SERV NY NYACK HOSPITAL C CORP 0 0 false DAVIS AVENUE CORP DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 133331643 HEALTHCARE SERV NY WPH C CORP 0 0 false POST DEVELOPMENT CORPORATION DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 222605281 REAL ESTATE NY WPH C CORP 0 0 false WHITE PLAINS MANAGEMENT CO INC 41 EAST POST ROAD WHITE PLAINS NY 10601 133331641 MANAGEMENT SERV NY WPH C CORP 0 0 false WPHC BUILDING CORP 41 EAST POST ROAD WHITE PLAINS NY 10601 133676932 REAL ESTATE NY WPH C CORP 0 0 false UNIVERSITY BEHAVIORAL ASSOCIATES INC 111 EAST 210TH STREET BRONX NY 10467 133877781 MANAGEMENT SERV NY MCV C CORP -25803 2972787 true false true false false false false false false false false true true true false false false true true true The Montefiore IPA Inc L 285190000 cost MONTEFIORE BEHAVIORAL CARE IPA NO 1 INC L 4948000 cost GUNHILL MRI PC L 5008261 cost MMC RESIDENTIAL CORP NO 1 INC L 61515 cost MONTEFIORE HOSPITAL HOUSING SECTION II INC L 175400 cost MONTEFIORE NORTH AMBULATORY CARE CENTER INC L 1175866 COST MMC CORPORATION K 7566325 cost MONTEFIORE HOSPITAL HOUSING SECTION II INC K 118816 cost MMC RESIDENTIAL CORP NO 1 INC K 2450920 cost MOSHOLU PRESERVATION CORPORATION Q 761386 cost GUNHILL MRI PC Q 2472142 cost MMC RESIDENTIAL CORP NO 1 INC Q 360467 cost MONTEFIORE HOSPITAL HOUSING SECTION II INC Q 870433 cost MONTEFIORE NORTH AMBULATORY CARE CENTER INC Q 6534019 cost MMC GI HOLDINGS EAST INC Q 405820 cost MMC GI HOLDINGS WEST INC Q 454230 cost UNIVERSITY BEHAVIORAL ASSOCIATES Inc Q 7569872 cost BRONX ACCOUNTABLE CARE NETWORK IPA INC Q 9598250 COST BRONX ACCOUNTABLE CARE NETWORK IPA INC R 2200000 cost BRONX ACCOUNTABLE CARE NETWORK IPA INC S 149815 cost MONTEFIORE NEW ROCHELLE HOSPITAL L 2880326 COST MONTEFIORE MOUNT VERNON HOSPITAL L 1572318 COST SCHAFFER EXTENDED CARE CENTER L 703507 COST THE MONTEFIORE IPA INC Q 2000000 COST MONTEFIORE NEW ROCHELLE HOSPITAL Q 1269217 COST MMC CORPORATION R 1026987 COST MONTEFIORE MOUNT VERNON HOSPITAL R 618006 COST THE MONTEFIORE IPA INC S 54828 COST WHITE PLAINS HOSPITAL MEDICAL CENTER B 104804654 COST ALBERT EINSTEIN COLLEGE OF MEDICINE INC B 2500000 COST