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MONTEFIORE MEDICAL CENTER: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MONTEFIORE MEDICAL CENTER (EIN 13-1740114)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-04
IRS object ID
201523089349300412
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-04T08:45:46-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

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EIN131740114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTEFIORE MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DAVID INGBERInCareOfNm
Business Name ControlMONTBusinessNameControlTxt
Phone9143498400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 East 210th StreetAddressLine1Txt
CityBronxCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL PERLMANPersonNm
Person TitleExec. VP & CFOPersonTitleTxt
Signature2015-10-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B BOGGSPreparerPersonNm
PTINP00032493PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN SAFYER MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 EAST 210TH STREETAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,208,246,620GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.montefiore.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1884FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee21592TotalEmployeeCnt
Total Volunteers1565TotalVolunteersCnt
Total Gross UBI$29,704,391TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,484,285NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$85,512,601PYContributionsGrantsAmt
CY Contributions Grants$82,394,348CYContributionsGrantsAmt
PY Program Service Revenue$2,944,941,231PYProgramServiceRevenueAmt
CY Program Service Revenue$3,071,286,066CYProgramServiceRevenueAmt
PY Investment Income$26,986,981PYInvestmentIncomeAmt
CY Investment Income$37,586,380CYInvestmentIncomeAmt
PY Other Revenue$8,660,162PYOtherRevenueAmt
CY Other Revenue$12,358,161CYOtherRevenueAmt
PY Total Revenue$3,066,100,975PYTotalRevenueAmt
CY Total Revenue$3,203,624,955CYTotalRevenueAmt
PY Grants And Similar Paid$3,610,120PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,274,431CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,939,938,566PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,039,500,214CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$110,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$59,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,966,536CYTotalFundraisingExpenseAmt
PY Other Expenses$996,612,558PYOtherExpensesAmt
CY Other Expenses$1,122,595,854CYOtherExpensesAmt
PY Total Expenses$2,940,271,744PYTotalExpensesAmt
CY Total Expenses$3,164,429,999CYTotalExpensesAmt
PY Revenues Less Expenses$125,829,231PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,194,956CYRevenuesLessExpensesAmt
Total Assets BOY$3,035,262,235TotalAssetsBOYAmt
Total Assets EOY$3,213,689,963TotalAssetsEOYAmt
Total Liabilities BOY$2,145,576,274TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,310,743,838TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$889,685,961NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$902,946,125NetAssetsOrFundBalancesEOYAmt
MissionMISSION: 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 LIVES. 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 ENSURING PARTNERSHIP WITH ALBERT EINSTEIN COLLEGE OF MEDICINE, COMBINES NATIONALLY-RENOWNED CLINICAL AND RESEARCH EXPERTISE WITH COMPASSIONATE, PATIENT-CENTERED CARE. BUILDING UPON OUR RICH HISTORY OF IMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,461,139,411ExpenseAmt
Grant$222,326GrantAmt
Revenue$2,880,868,060RevenueAmt
DescPatient 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 "firsts" and an 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 based on the Center for Medicare and Medicaid (CMS) Triple Aim of creating better patient experiences, better outcomes and at a lower cost. 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 augumenting care in the community, the need for hospital-based care can be reduced. The best of care in the community includes access to primary care and specialty providers, social workers, nurses, health educators and trained patient advocates who follow up with patients at home, make sure appointments are kept, and reconcile medications, among other important coordinating functions. Additional services may often be required including healthcare at home, social support, such as housing and social services. At the center of the Montefiore system are four hospitals with a total of 1,512 beds that provide over 90,900 inpatient admissions annually, including over 5,900 births: - The 647 bed Henry and Lucy Moses Division; - the 424 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 309 bed Wakefield Division (formerly the North Division renamed to reflect its anchor role in the community) and two 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 130 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 328,000 total visits a year; - The hospital based clinics provide over 255,000 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 806,000 visits a year; - The Montefiore School Health Program, the largest in the nation, with 22 school-based health centers serves more than 17,000 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 242,000 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 a 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. on this momentum and these accomplishments, we continue to strive to advance the practice of medicine and set the standards for excellence.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$366,198,749ExpenseAmt
Grant$1,044,125GrantAmt
Revenue$190,416,966RevenueAmt
DescMedical 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 2014, over 1,500 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. Recently, Montefiore and Einstein have successfully collaborated to secure a National Institutes 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, translating scientific breakthroughs into cutting edge diagnostics and innovative treatments.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$45,958,161ExpenseAmt
Grant$1,007,980GrantAmt
Revenue$1,040RevenueAmt
DescCommunity 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,873,296,321TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
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Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
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Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
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School OperatingfalseSchoolOperatingInd
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IRP Document596IRPDocumentCnt
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Books In Care Of Detail BooksInCareOfDetail

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Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ODED ABOODI
vice chairman & Treasurer1.51.0Yes (X)$0$0$0
JAY B ABRAMSON
TRUSTEE0.52.0Yes (X)$0$0$0
MARGARET HAYES ADAME
TRUSTEE0.51.5Yes (X)$0$0$0
GEORGE ASCH
TRUSTEE0.51.0Yes (X)$0$0$0
JOSEPH W BARTLETT
TRUSTEE0.51.0Yes (X)$0$0$0
PATRICIA BAUMAN
TRUSTEE0.51.0Yes (X)$0$0$0
ROBERT A BERNHARD
Trustee(Trustee Emeritus 6/14)0.51.0Yes (X)$0$0$0
JAMES M BUTLER
TRUSTEE1.51.0Yes (X)$0$0$0
LAWRENCE B BUTTENWEISER
TRUSTEE(Trustee Emeritus 6/14)0.51.0Yes (X)$0$0$0
GEORGE CAMPBELL JRPHD
TRUSTEE0.51.0Yes (X)$0$0$0
BRUCE DONIGER
TRUSTEE0.51.0Yes (X)$0$0$0
KAREN L FINERMAN
TRUSTEE (resigned 4/14)0.51.0Yes (X)$0$0$0
RUTH L GOTTESMAN EdD
TRUSTEE0.51.0Yes (X)$0$0$0
DAVID C GOTTLIEB
TRUSTEE0.51.0Yes (X)$0$0$0
BARRY W GRAY
TRUSTEE0.51.0Yes (X)$0$0$0
PATRICIA GREEN
TRUSTEE0.51.0Yes (X)$0$0$0
JOHN H GUTFREUND
TRUSTEE0.51.0Yes (X)$0$0$0
THOMAS L HARRISON
TRUSTEE0.51.0Yes (X)$0$0$0
JOHN HEFFER
TRUSTEE1.51.0Yes (X)$0$0$0
LEWIS HENKIND
SECRETARY0.53.0Yes (X)$0$0$0
HELEN A JOHNSON
TRUSTEE1.51.0Yes (X)$0$0$0
DAVID B KEIDAN
TRUSTEE0.51.0Yes (X)$0$0$0
BRUCE J KLATSKY
TRUSTEE0.51.0Yes (X)$0$0$0
ALAN M KLEIN
TRUSTEE2.51.0Yes (X)$0$0$0
STACEY R LANE
TRUSTEE0.52.0Yes (X)$0$0$0
JAY B LANGNER
TRUSTEE/CHAIRMAN EMERITUS0.51.0Yes (X)$0$0$0
CHRISTOPHER D MCFADDEN
TRUSTEE0.51.0Yes (X)$0$0$0
ALAN G MNUCHIN
TRUSTEE (resigned 12/14)0.51.0Yes (X)$0$0$0
MARGARET S NATHAN
TRUSTEE0.51.0Yes (X)$0$0$0
PETER J NEUFELD
TRUSTEE1.51.0Yes (X)$0$0$0
NED S OFFIT
TRUSTEE (resigned 3/14)0.51.0Yes (X)$0$0$0
GAYLE F ROBINSON
TRUSTEE0.51.0Yes (X)$0$0$0
JON W ROTENSTREICH
TRUSTEE0.51.0Yes (X)$0$0$0
RUTH SAPORTA
TRUSTEE (resigned 1/14)0.51.0Yes (X)$0$0$0
HON FELICE K SHEA
TRUSTEE0.51.0Yes (X)$0$0$0
EDWIN H STERN III
TRUSTEE0.51.0Yes (X)$0$0$0
DAVID A TANNER
CHAIRMAN5.03.0Yes (X)$0$0$0
CYNTHIA KING VANCE
TRUSTEE0.52.0Yes (X)$0$0$0
KENNETH D WEISER
Treas (trustee emeritus 6/14)0.51.0Yes (X)$0$0$0
JIDE J ZEITLIN
TRUSTEE0.51.0Yes (X)$0$0$0
JENNIE EMIL
TRUSTEE0.51.0Yes (X)$0$0$0
JONATHAN A LIPTON
Trustee0.51.0Yes (X)$0$0$0
ZITA G ROSENTHAL
Trustee0.51.0Yes (X)$0$0$0
Gregg S Hymowitz
Trustee0.51.0Yes (X)$0$0$0
Nathan Gantcher
Trustee0.51.0Yes (X)$0$0$0
Catherine Klema
Trustee0.51.0Yes (X)$0$0$0
Melissa Ceriale
Trustee0.51.0Yes (X)$0$0$0
Mark Mlotek
Trustee0.51.0Yes (X)$0$0$0
BARRY S BLATTMAN
TRUSTEE (ELECTED 9/14)0.51.0Yes (X)$0$0$0
MARK E BROSSMAN
Trustee (ELECTED 1/14)0.51.0Yes (X)$0$0$0
MATTHEW H NORD
TRUSTEE (ELECTED 9/14)0.51.0Yes (X)$0$0$0
MICHAEL A STOCKER MD
TRUSTEE (ELECTED 1/14)0.51.0Yes (X)$0$0$0
ROGER EINIGER
TRUSTEE (ELECTED 10/14)0.51.0Yes (X)$0$0$0
STEVEN SAFYER MD
PRESIDENT & CEO/EX-OFFICIO54.06.0Yes (X)$0$4,805,927$51,099Yes (X)
JOEL PERLMAN
EXECutive VP & CfO53.46.6$0$2,166,792$50,882Yes (X)
Christopher Panczner
Senior VP & General Counsel49.210.8$0$979,499$271,790Yes (X)
PHILIP O OZUAH MD PHD
Executive VP & COO51.88.2$0$1,957,165$2,036,117Yes (X)
SUSAN GREEN-LORENZEN RN
Senior VP-OPERations55.05.0$0$984,089$514,115Yes (X)
Lynn Richmond
Executive Vice President54.06.0$0$969,231$373,414Yes (X)
ROBERT MICHLER MD
CHAIR-Surg/Cardiothoracic Surg60.00.0$3,040,620$0$51,100Yes (X)
RICHARD KRAUT DDS
CHAIRMAN-DENTISTRY60.00.0$1,913,554$0$48,382Yes (X)
Shalom Kalnicki MD
Chairman-Radiation Oncology60.00.0$1,801,906$0$53,946Yes (X)
Joseph De Rose MD
Dir Min Invasive/Robotic Surg60.00.0$1,304,035$0$47,737Yes (X)
Neil Cobelli MD
Chairman-Orthopaedic Surgery60.00.0$1,223,958$0$28,925Yes (X)
Robert B Conaty
Spec Advisor-Business & Oper19.00.0$194,781$0$50,382Yes (X)
Donald L Ashkenase
Dir of Spec Projects-Finance60.00.0$343,449$0$51,069Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,822,303TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,862,703TotReportableCompRltdOrgAmt
Total Other Compensation$3,628,958TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4146IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FASTAFF INC
DEPARTMENT 2334 PO BOX 11407BIRMINGHAMAL352462334TEMPORARY NURSES$21,656,054
EPIC SYSTEMS CORPORATION
PO BOX 88314MILWAUKEEWI532880314IT-Clinical/bill sys$13,967,706
SCC SOFT COMPUTER
5400 TECH DATA DRIVECLEARWATERFL33760IT-Laboratory system$6,115,772
LABYRINTH SOLUTIONS INC
4 NORTH RD SUITE 1000SUDBURYMA01776IT-Human Cap Mgmt$5,377,862
QUEST DIAG NICHOLS INSTITUTE INC
12436 COLLECTIONS CENTER DRIVECHICAGOIL606932436OUTSIDE LAB SERVICES$4,848,226
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K329CntrctRcvdGreaterThan100KCnt
Federated Campaigns$289,898FederatedCampaignsAmt
Fundraising$2,498,737FundraisingAmt
Government Grants$38,090,174GovernmentGrantsAmt
All Other Contributions$41,515,539AllOtherContributionsAmt
Noncash Contributions$3,134,755NoncashContributionsAmt
Total Contributions$82,394,348TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INPATIENT SERVICES623000$1,830,601,767$1,830,601,767
OUTPATIENT SVCS EXCLUDING HOME HEALTH621400$1,085,655,696$1,082,917,507$2,738,189
CONTRACT MANAGEMENT ORGANIZATION SERV.900099$79,317,867$54,748,090$24,569,777
HOME HEALTH CARE SERVICES621610$29,751,428$29,751,428
PATIENT CENTERED MEDICAL HOMES SERVICES621990$10,765,656$10,765,656

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,193,652TotalRevenueColumnAmt
Related Or Exempt Func Income$34,905,760RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$287,892UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,071,286,066TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,012,257TotalRevenueColumnAmt
Unrelated Business Revenue$26,393UnrelatedBusinessRevenueAmt
Exclusion$21,985,864ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,284,228RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,059,937RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$224,291RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$224,291TotalRevenueColumnAmt
Exclusion$224,291ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,450,254SecuritiesAmt
Other$1,123,869OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,450,254SecuritiesAmt
Other$1,123,869OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,574,123TotalRevenueColumnAmt
Unrelated Business Revenue$2,082,140UnrelatedBusinessRevenueAmt
Exclusion$13,491,983ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,091,100FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,498,737ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,561,728FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$470,628TotalRevenueColumnAmt
Exclusion-$470,628ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$14,800GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,800TotalRevenueColumnAmt
Exclusion$14,800ExclusionAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA & VENDING INCOME722514$5,564,949$5,564,949
PARKING INCOME812930$4,783,170$4,783,170
SUBPOENA INCOME900099$763,712$763,712

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,477,867TotalRevenueColumnAmt
Exclusion$1,477,867ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,589,698OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,203,624,955TotalRevenueColumnAmt
Related Or Exempt Func Income$3,043,690,208RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$29,704,391UnrelatedBusinessRevenueAmt
Exclusion$47,836,008ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,052,105TotalAmt
Program Services$2,052,105ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$222,326TotalAmt
Program Services$222,326ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,561,940,393TotalAmt
Program Services$1,440,028,437ProgramServicesAmt
Management And General$120,271,361ManagementAndGeneralAmt
Fundraising$1,640,595FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$122,777,564TotalAmt
Program Services$112,953,632ProgramServicesAmt
Management And General$9,685,648ManagementAndGeneralAmt
Fundraising$138,284FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$245,483,731TotalAmt
Program Services$227,273,767ProgramServicesAmt
Management And General$17,933,475ManagementAndGeneralAmt
Fundraising$276,489FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$109,298,526TotalAmt
Program Services$102,664,402ProgramServicesAmt
Management And General$6,511,021ManagementAndGeneralAmt
Fundraising$123,103FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,758,034TotalAmt
Program Services$3,753,469ProgramServicesAmt
Management And General$4,565ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,662,264TotalAmt
Program Services$4,705,322ProgramServicesAmt
Management And General$2,956,942ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,299,043TotalAmt
Management And General$1,299,043ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$553,708TotalAmt
Program Services$553,708ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$59,500TotalAmt
Fundraising$59,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,976,996TotalAmt
Management And General$3,976,996ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$157,264,484TotalAmt
Program Services$113,575,530ProgramServicesAmt
Management And General$43,487,630ManagementAndGeneralAmt
Fundraising$201,324FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,920,989TotalAmt
Program Services$674,617ProgramServicesAmt
Management And General$5,246,372ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126,865,721TotalAmt
Program Services$101,831,851ProgramServicesAmt
Management And General$24,837,066ManagementAndGeneralAmt
Fundraising$196,804FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,782,513TotalAmt
Program Services$30,707,959ProgramServicesAmt
Management And General$14,991,614ManagementAndGeneralAmt
Fundraising$82,940FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$115,804,899TotalAmt
Program Services$105,576,285ProgramServicesAmt
Management And General$10,197,576ManagementAndGeneralAmt
Fundraising$31,038FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,300,282TotalAmt
Program Services$8,168,283ProgramServicesAmt
Management And General$1,049,969ManagementAndGeneralAmt
Fundraising$82,030FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,056,827TotalAmt
Program Services$3,681,874ProgramServicesAmt
Management And General$368,739ManagementAndGeneralAmt
Fundraising$6,214FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,949,241TotalAmt
Program Services$2,933,034ProgramServicesAmt
Management And General$16,207ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$121,958,506TotalAmt
Program Services$114,895,472ProgramServicesAmt
Management And General$7,061,428ManagementAndGeneralAmt
Fundraising$1,606FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$88,919,736TotalAmt
Program Services$86,097,682ProgramServicesAmt
Management And General$2,822,054ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES EXPENSE$380,644,137$380,641,651$2,486
MEMBERSHIP DUES$24,739,233$17,262,504$7,468,716$8,013
CONTINUING MEDICAL EDUCATION$8,659,466$8,659,466
BILLING & COLLECTIONS$7,378,856$7,378,856

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,100,919TotalAmt
Program Services$4,382,945ProgramServicesAmt
Management And General$599,378ManagementAndGeneralAmt
Fundraising$118,596FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,164,429,999TotalAmt
Program Services$2,873,296,321ProgramServicesAmt
Management And General$288,167,142ManagementAndGeneralAmt
Fundraising$2,966,536FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$88,670BOYAmt
EOY$97,571EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$160,222,342BOYAmt
EOY$177,694,621EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,633,990BOYAmt
EOY$13,735,940EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$171,442,517BOYAmt
EOY$190,008,847EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$86,490,603BOYAmt
EOY$137,108,916EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$22,652,394BOYAmt
EOY$25,012,846EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,997,854BOYAmt
EOY$30,709,801EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,857,026,581LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,850,413,529LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$851,802,983BOYAmt
EOY$1,006,613,052EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$974,912,671BOYAmt
EOY$875,276,336EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$201,242,646BOYAmt
EOY$262,577,643EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,767,489BOYAmt
EOY$2,056,959EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$530,008,076BOYAmt
EOY$492,797,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,035,262,235BOYAmt
EOY$3,213,689,963EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$434,505,698BOYAmt
EOY$444,725,817EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$54,003,094BOYAmt
EOY$56,874,878EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$525,607,985BOYAmt
EOY$575,365,587EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$144,692BOYAmt
EOY$152,264EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$16,219,883BOYAmt
EOY$134,729,167EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,115,094,922BOYAmt
EOY$1,098,896,125EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,145,576,274BOYAmt
EOY$2,310,743,838EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$789,438,199BOYAmt
EOY$804,602,052EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$74,897,729BOYAmt
EOY$72,994,040EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,350,033BOYAmt
EOY$25,350,033EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$889,685,961BOYAmt
EOY$902,946,125EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,035,262,235BOYAmt
EOY$3,213,689,963EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$39,194,956ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,820,208NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$31,755,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,228,514CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,401,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,529,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,320,101CurrentTaxYearMinus1YearAmt
Current Tax Year$82,104,450CurrentTaxYearAmt
Total$374,583,901TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,228,514CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,401,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,529,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,320,101CurrentTaxYearMinus1YearAmt
Current Tax Year$82,104,450CurrentTaxYearAmt
Total$374,583,901TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$374,583,901PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,095,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,119,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,976,403CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,369,547CurrentTaxYearMinus1YearAmt
Current Tax Year$25,296,485CurrentTaxYearAmt
Total$103,856,802TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years-$76,249CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$820,811CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$1,743,179CurrentTaxYearMinus1YearAmt
Current Tax Year-$2,484,285CurrentTaxYearAmt
Total-$5,124,524TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,129,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,588,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,030,378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,367,064CurrentTaxYearMinus1YearAmt
Current Tax Year$12,589,698CurrentTaxYearAmt
Total$77,705,594TotalAmt
FieldValueIRS element (for citing)
Total Support$551,021,773TotalSupportAmt
Gross Receipts Rltd Activities$548,979,195GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67980PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule A, Part IIFormAndLineReferenceDesc
ExplanationThe Schedule A, Part II support schedule has been completed toExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$553,708DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$553,708TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, line GFormAndLineReferenceDesc
ExplanationTHE MEDICAL CENTER'S LOBBYING EXPENDITURES INCLUDED THE FOLLOWING: 1. A PERCENTAGE OF MEMBERSHIP DUES PAID TO THE FOLLOWING ORGANIZATIONS THAT ARE USED BY SUCH ORGANIZATIONS FOR LOBBYING EFFORTS: - GREATER NEW YORK HOSPITAL ASSOCIATION - AMERICAN HOSPITAL ASSOCIATION - HEALTH CARE ASSOCIATION OF NYS - 1199/SEIU - GNYHA HEALTH EDUCATION PROJECT. 2. AMOUNTS PAID TO NATHANSON & HAUCK FOR FEDERAL LOBBYING AND MANATT, PHELPS & pHILLIPS, LLP FOR NYS LOBBYING RELATED TO REGULATIONS AND LEGISLATION IMPACTING MMC'S PROGRAMS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,350,033BeginningYearBalanceAmt
End Year Balance$25,350,033EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,350,033BeginningYearBalanceAmt
End Year Balance$25,350,033EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,350,033BeginningYearBalanceAmt
End Year Balance$25,350,033EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,350,033BeginningYearBalanceAmt
End Year Balance$25,350,033EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,350,033BeginningYearBalanceAmt
End Year Balance$25,350,033EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$17,945,694OtherCostOrOtherBasisAmt
Book Value$17,945,694BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,535,876,627OtherCostOrOtherBasisAmt
Depreciation$914,577,276DepreciationAmt
Book Value$621,299,351BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,160,567,826OtherCostOrOtherBasisAmt
Depreciation$935,836,253DepreciationAmt
Book Value$224,731,573BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$142,636,434OtherCostOrOtherBasisAmt
Book Value$142,636,434BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,006,613,052TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MALPRACTICE INSURANCE COS.$140,821,806F
LIMITED PARTNERSHIPS$36,724,000F
EMPLOYEE DEFERRED COMP ASSETS$27,362,387F
MANAGED CARE COMPANIES$57,597,898C
OTHER INVESTMENTS$71,552C
FieldValueIRS element (for citing)
Total Book Value Securities$262,577,643TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
AMTS DUE FROM AFFILIATES$37,472,431
ESTIMATED INSURANCE CLAIMS REC$454,895,000
GOODWILL$430,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$492,797,431TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
RETIREE HEALTH LIABILITIES$150,358,000
MALPRACTICE INSURANCE LIABILITIES$143,637,352
EMPLOYEE DEFERRED COMP LIABILITIES$27,362,387
PENSION LIABILITIES$15,108,541
ESTIMATED INSURANCE CLAIMS LIABILITIES$454,895,000
OTHER LONG-TERM LIABILITIES$307,534,845
FieldValueIRS element (for citing)
Total Liability$1,098,896,125TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2bMontefiore Medical Center holds security deposits from tenants as an escrow liability 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 4The 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.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan AfricaGrantmakingAids Program$100,340
Sub-Saharan AfricaGrantmakingMedical Equip Purchase$20,000
Sub-Saharan AfricaGrantmakingBirthing Center$7,263
Sub-Saharan AfricaGrantmakingEducational Support$94,723
Central America and the CaribbeanInvestments$33,020,046
FieldValueIRS element (for citing)
Subtotal Spent$33,242,372SubtotalSpentAmt
Total Spent$33,242,372TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaEducational Expenses$10,000wire
Sub-Saharan AfricaHIV Testing & Counseling Program$74,743wire
Sub-Saharan Africasupport$116,444wire
Sub-Saharan AfricaBIRTHING CENTER$7,263wire
Sub-Saharan AfricaSUPPORT$5,160wire
Sub-Saharan Africasupport$5,030wire
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonPolaris Philanthropy GroupPersonNm
ActivityStrategic campaignActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$59,500RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$59,500TotalRetainedByContractorsAmt
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINNER DANCEEvent1Nm
Gross Receipts Event1$2,284,156GrossReceiptsEvent1Amt
Charitable Contri Event1$1,853,306CharitableContriEvent1Amt
Gross Revenue Event1$430,850GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$745,709RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$10,500EntertainmentEvent1Amt
Other Direct Expenses Event1$162,367OtherDirectExpensesEvent1Amt
Event2GOLF OUTINGEvent2Nm
Gross Receipts Event2$884,358GrossReceiptsEvent2Amt
Charitable Contri Event2$431,358CharitableContriEvent2Amt
Gross Revenue Event2$453,000GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$359,384RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$91,979OtherDirectExpensesEvent2Amt
Other Events Total7OtherEventsTotalCnt
Gross Receipts Other Events$421,323GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$214,073CharitableContriOtherEventsAmt
Gross Revenue Other Events$207,250GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$157,267RentFcltyCostsOtherEventsAmt
Entertainment Other Events$5,754EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$28,768OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,589,837GrossReceiptsTotalAmt
Charitable Contributions Tot$2,498,737CharitableContributionsTotAmt
Gross Revenue Total Events$1,091,100GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$1,262,360RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$16,254EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$283,114OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,561,728DirectExpenseSummaryEventsAmt
Net Income Summary-$470,628NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent100Yes (X)Percent100Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$51,490,276TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$15,109,317DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,380,959NetCommunityBenefitExpnsAmt
Total Expense0.01180TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,038,259,174TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$868,756,932DirectOffsettingRevenueAmt
Net Community Benefit Expns$169,502,242NetCommunityBenefitExpnsAmt
Total Expense0.05500TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,089,749,450TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$883,866,249DirectOffsettingRevenueAmt
Net Community Benefit Expns$205,883,201NetCommunityBenefitExpnsAmt
Total Expense0.06680TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$44,133,140TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$15,466,907DirectOffsettingRevenueAmt
Net Community Benefit Expns$28,666,233NetCommunityBenefitExpnsAmt
Total Expense0.00930TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$333,984,608TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$187,983,066DirectOffsettingRevenueAmt
Net Community Benefit Expns$146,001,542NetCommunityBenefitExpnsAmt
Total Expense0.04730TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$127,839,655TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$72,791,323DirectOffsettingRevenueAmt
Net Community Benefit Expns$55,048,332NetCommunityBenefitExpnsAmt
Total Expense0.01780TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$34,456,523TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$18,339,040DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,117,483NetCommunityBenefitExpnsAmt
Total Expense0.00520TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,185,093TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,185,093NetCommunityBenefitExpnsAmt
Total Expense0.00270TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$548,599,019TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$294,580,336DirectOffsettingRevenueAmt
Net Community Benefit Expns$254,018,683NetCommunityBenefitExpnsAmt
Total Expense0.08230TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,638,348,469TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,178,446,585DirectOffsettingRevenueAmt
Net Community Benefit Expns$459,901,884NetCommunityBenefitExpnsAmt
Total Expense0.14910TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$321,887TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$321,887NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$260,117TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$162,604DirectOffsettingRevenueAmt
Net Community Benefit Expns$97,513NetCommunityBenefitExpnsAmt

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$333,349TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$333,349NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$915,353TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$162,604DirectOffsettingRevenueAmt
Net Community Benefit Expns$752,749NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$29,157,511BadDebtExpenseAmt
Bad Debt Expense Attributable$16,935,164BadDebtExpenseAttributableAmt
Reimbursed By Medicare$371,424,401ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$297,809,450CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$73,614,951MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTEFIORE MEDICAL CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 EAST 210TH STREETAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd
FieldValueIRS element (for citing)
Website Addresswww.Montefiore.orgWebsiteAddressTxt
State License7000006HStateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Childrens HospitalYes (X)ChildrensHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MONTEFIORE MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLMONTEFIORE.ORGOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt13ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLMontefiore.orgStrategyWebsiteURLTxt
Strategy AttachedfalseStrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care100FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care500.FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLXFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLXFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLXFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
FAP Notice DisplayedYes (X)FAPNoticeDisplayedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit Report To Credit AgencyYes (X)PermitReportToCreditAgencyInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 the member hospitals to utilize, to help provide a community-wide view of the needs of the hospital communities. 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 were used. In addition, through collaborations with large stakeholder partner groups, we have determined 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. For each of these priorities, different community groups were engaged to collectively and collaboratively work through these issues.
Part V, Section B, Line 22d:Consistent with the provisions of the June 22, 2012 IRS proposed rule 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.
FieldValueIRS element (for citing)
Facility136FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (136 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
Greene Medical Arts Pavillion
3400 Bainbridge AvenueBronxNY10467Hospital Outpatient Dept
Hutchinson Campus
1250 Waters PlaceBronxNY10461Specialty Care Extension
MMG - MAP GREENE MEDICAL ARTS PAVILION
3400 Bainbridge AvenueBronxNY10467Primary Care Practice
Certified Home Health Agency
1 Fordham PlazaBronxNY10458Certified Home Health Care Agency
MMC-MONTEFIORE EINS CTR FR CANCER CARE
1695 Eastchester RoadBronxNY10461Specialty Care Ext Clinic
MMG-Comprehensive Family Care Ctr
1621 Eastchester RdBronxNY10461Primary Care Extension Clinic
MMG-Comprehensive Health Care Ctr
305 East 161st StreetBronxNY10451Primary Care Extension Clinic
CENTER FOR ORTHOPAEDIC SPECIALITIES
1250 Waters PlaceBronxNY10461SPECIALTY CARE PRACTICE
MONTEFIORE ADVANCED IMAGING MAP
3400 BAINBRIDGE AVENUEBronxNY10467SPECIALTY CARE EXT CLINIC
MMG-BRONX EAST
2300 WESTCHESTER AVENUEBronxNY10462Primary Care PRACTICE
MMG-FAMILY HEALTH CENTER
360 EAST 193RD STREETBronxNY10458Primary Care EXTENSION CLINIC
MMG-GRAND CONCOURSE
2532 GRAND CONCOURSEBronxNY10458PRIMARY CARE PRACTICE
MMC-CENTER FOR RADIATION THERAPY
1625 Poplar StreetBronxNY10461Specialty Care Ext Clinic
MONTEFIORE ADVANCED IMAGING MMP
1635 POPLAR STREETBronxNY10461SPECIALTY CARE EXT CLINIC
MMG-UNIVERSITY AVENUE FAMILY PRACTICE
105 WEST 188TH STREETBronxNY10468Primary Care Extension Clinic
MMG-fAMILY CARE CENTER
3444 KOSSUTH AVEBRONXNY10467PRIMARY CARE EXTENSION CLINIC
MMG-CROSS COUNTY
1010 CENTRAL PARK AVEyONKERSNY10704PRIMARY CARE PRACTICE
cARDIOLOGY fACULTY Associates
3201 GRAND CONCOURSEbRONXNY10468Specialty Care Practice
Scarsdale Women's Center
1075 Central Park AvenueScarsdaleNY10583sPECIALTY CARE PRACTICE
MMP-OUTPATIENT REHABILITATION SERVICES
1500 Blondell AvenueBronxNY10461Specialty Care eXT CLINIC
MONTEFIORE DPT OF CARDIOTHORACIC SURGERY
1575 BLONDELL AVENUEBRONXNY10461Specialty Care Practice
MONTEFIORE DEPT OF MEDICINE
1575 BLONDELL AVENUEBronxNY10461SPECIALTY CARE PRACTICE
SUBSTANCE ABUSE TREATMENT PROG UNIT 3
2005 JEROME AVENUEBronxNY10453sUBSTANCE ABUSE EXT CLINIC
MMG-WEST FARMS FAMILY PRACTICE
1055 EAST TREMONT AVENUEBronxNY10460Primary Care Extension Clinic
MMG-WILLIAMBRIDGE
3448 BOSTON ROADBronxNY10469Primary Care Extension Clinic
MMG-Co-op City
2100 bARTOW aVENUEBronxNY10475PRIMARY CARE EXTENSION CLINIC
MMG-CO-OP CITY
115 DREISER LOOPBronxNY10475Primary Care PRACTICE
SO BRONX HEALTH CTR FOR CHILD & FAMILIES
871 PROSPECT AVENUEBronxNY10459PRIMARY CARE EXTENSION CLINIC
MONTEFIORE WAKEFIELD MENTAL HLTH CLINIC
4401 BRONX BOULEVARDBRONXNY10470MENTAL HEALTH EXT CLINIC
Hartsdale Family and Fetal Medicine Inst
141 s CENTRAL AVEHARTSDALENY10530SPECIALTY CARE PRACTICE
MMG-ASTOR AVE PEDIATRICS
1500 ASTOR AVENUEBRONXNY10469PRIMARY CARE PRACTICE
MMG Marble Hill Family Practice
5525 BroadwayBronxNY10463Primary Care Extension Clinic
Tarrytown CARDIOLOGY ASSOCIATES
150 WHITE PLAINS ROADTarrytownNY10591Specialty Care Practice
MMG-Eastchester
440 White Plains RoadEastchesterNY10709Primary Care Practice
MMG-Castle Hill Family Practice
2175 Westchester AvenueBronxNY10462Primary Care Extension Clinic
MMG-White Plains Rd
2100 White Plains RoadBronxNY10462Primary Care Practice
SUBSTANCE ABUSE TREATMENT CENTER UNIT 1
3550 Jerome AvenueBronxNY10467Substance Abuse Ext Clinic
Montefiore Med Park ORTHODONTIC CENTER
1625 Poplar StreetBronxNY10461Specialty Care Ext Clinic
Larchmont Women's Center
2345 Boston Post RoadLarchmontNY10538Specialty Care Practice
MMG-Burke Ave
941 Burke AvenueBronxNY10469Primary Care Practice
MMG-Riverdale
3510 Johnson AvenueBronxNY10463Primary Care Practice
MONTEFIORE EAST TREMONT FAMILY PRACTICE
3101 E Tremont AvenueBronxNY10461Primary Care Practice
MONTEFIORE Eastern Vascular Associates
3219 East Tremont AvenueBronxNY10461Specialty Care Practice
JE& ZB BUTLER Child Advocacy Center
3314 Steuben AvenueBronxNY10467Specialty Care Ext Clinic
NY Children's Health Project
853 Longwood AvenueBronxNY10459Homeless Shelter Ext Clinic
MSHP - STEVENSON HIGH SCHOOL
1980 Lafayette AvenueBronxNY10461School Health Clinic
MSHP-De Witt Clinton High School
100 W Mosholu Parkway SoBronxNY10468School Health Clinic
MSHP-Herbert H Lehman Campus
3000 East Tremont AvenueBronxNY10461School Health Clinic
MONTEFIORE Medical Specialists
495 Central Park AvenueYonkersNY10704Specialty Care Practice
MSHP-PS 8
3010 Briggs AvenueBronxNY10458School Health Clinic
Inst fr Women's Hlth Genetics & Hum Rep
1695 Eastchester RoadBronxNY10461Specialty Care Practice
MSHP-Evander Childs Campus
800 East Gun Hill RoadBronxNY10467School Health Clinic
MSHP-John Philip Sousa MS 142
3750 Baychester AvenueBronxNY10466School Health Clinic
MONTEFIORE DIVISION OF GASTROENTEROLOGY
1500 Waters PlaceBronxNY10461Specialty Care Practice
MSHP-PS 105
725 Brady AvenueBronxNY10462School Health Clinics
MSHP-Walton Campus
2780 Reservoir AvenueBronxNY10468School Health Clinic
MSHP-THEODORE ROOSEVELT CAMPUS
500 EAST FORDHAM ROADBRONXNY10458SCHOOL HEALTH CLINIC
MSHP-PS 28
1861 ANTHONY AVENUEBronxNY10457School Health Clinic
MSHP-MS 45
2502 LORRILARD AVENUEBronxNY10458School Health Clinic
MSHP-PS 55
450 ST PAULS PLACEBronxNY10456School Health Clinic
MSHP-PS 85
2400 MARION AVENUEBronxNY10458School Health Clinic
SAFE HOUSE FOR LEAD POISONING PREV PROG
91 EAST MOSHOLU PARKWAYBronxNY10467SPECIALTY CARE EXT CLINIC
MSHP-SOUTH BRONX CAMPUS
701 ST ANNS AVENUE 3RD FLOORBronxNY10455SCHOOL HEALTH CLINIC
MSHP-IS 217 ENTRADA
977 FOX STREETBRONXNY10459SCHOOL HEALTH CLINIC
MONTEFIORE WAKEFIELD CHEM DEP OP PROG
4401 BRONX BOULEVARDBronxNY10470CHEMICAL DEPENDENCY EXT CLINIC
MSHP-PSMS 95
3961 HILLMAN AVENUEBronxNY10463School Health ClinIc
MSHP-BRONX REGIONAL HIGH SCHOOL
1010 REV JA POLITE AVENUEBronxNY10459sCHOOL hEALTH cLINIC
CENTER FOR CHILD HEALTH AND RESILIENCY
890 PROSPECT AVENUEBronxNY10459PRIMARY CARE EXTENSION CLINIC
MONTEFIORE DENTAL CENTER
951 PROSPECT AVENUEBronxNY10459SPECIALTY CARE PRACTICE
MSHP-MOTT HAVEN HS campus
730 CONCOURSE VILLAGE eastBronxNY10451SCHOOL HEALTH CLINIC
MONTEFIORE STD INITIATIVE
3230 Bainbridge AvenueBronxNY10467Specialty Care Ext Clinic
MSHP-William Howard Taft Campus
240 East 172nd StreetBronxNY10457School Health Clinic
MSHP-PS 64
1425 Walton AvenueBronxNY10452School Health Clinic
MONTEFIORE Gottscho Child Dialysis CTR
Frost Valley YMCA CampClaryvilleNY12725Chronic Dialysis Ext Clinic
Saratoga Interfaith Family Shelter
175-15 Rockaway BoulevardQueensNY11434Homeless Shelter Ext Clinic
Help Bronx Crotona
785 Crotona Park NorthBronxNY10460Homeless Shelter Pt Clinic
New Day Domestic Violence Shelter
PO Box 6310BronxNY10451Homeless Shelter Pt Clinic
American Red Cross Family ShelterICAHN
4 East 28th StreetNew YorkNY10016Homeless Shelter Ext Clinic
University Avenue Family Residence
1041 University AvenueBronxNY10452Homeless Shelter Ext Clinic
Women in Need-Suzanne's Place
25 Junius StreetBrooklynNY11212Homeless Shelter Ext Clinic
Saint John's Family Shelter
1630 Saint Johns PlaceBrooklynNY11233Homeless Shelter Ext Clinic
Lydia E Hoffman Family Residence
855 East 175th StreetBronxNY10460Homeless Shelter Ext Clinic
Streetwork's Project Drop-In Center
209 W 125th StreetNew YorkNY10016Homeless Shelter Ext Clinic
Streetwork's Residential-Mobile
1868 Amsterdam AvenueNew YorkNY10018Homeless Shelter Ext Clinic
Wakefield-Dept of Ophthalmology
4141 Carpenter AvenueBronxNY10466Specialty Care
ICAHN House Family Shelter
1520 Brook AvenueBronxNY10457Homeless Shelter Ext Clinic
Wakefield-Dept of Orthropedic Surgery
4141 Carpenter AvenueBronxNY10466Specialty Care
MONTEFIORE Riverdale Practice
3333 Henry Hudson ParkwayBronxNY10463Specialty Care Practice
MONTEFIORE WELLNESS CENTER
1180 MORRIS PARK AVENUEBRONXNY10461SPECIALTY CARE PRACTICE
RIVERDALE MEDICAL ASSOCIATES
2711 HENRY HUDSON PARKWAYBRONXNY10463SPECIALTY CARE FACULTY PRACTICE
JENNIE CLARK RESIDENCE-WOMEN IN NEED
183 E 100TH STREETNEW YORKNY10029HOMELESS SHELTER EXT CLINIC
MONTEFIORE GENERAL CLINIC RESEARCH CTR
1300 MORRIS PARK AVENUEBRONXNY10461CLINIC RESEARCH EXT CLINIC
GENERAL CLINIC RESEARCH CENTER
111 e 210TH STREET-MRTBRONXNY10467CLINICAL RESEARCH EXT CLINIC
MONTEFIORE-EINSTEIN CTR FOR CANCER CARE
1521 JARRETT PLACEBRONXNY10461CANCER SERVICES
MONTEFIORE CARDIOLOGY 1628 Eastchester
1628 EASTCHESTER ROADBRONXNY10461SPECIALTY PRACTICE
MONTEFIORE JARRETT PEDIATRIC DENTAL CTR
1516 JARRETT AVENUEBRONXNY10456DENTAL CENTER
MONTEFIORE DEPARTMENT OF DENTISTRY
3332 rOCHAMBEAU AVENUEBRONXNY10467dENTAL cENTER
MONTEFIORE ADVANCED IMAGING GUNHILL
200 EAST GUNHILL ROADBRONXNY10467IMAGING CENTER
MONTEFIORE WAKEFIELD CHILD pSYCH CTR
4141 cARPENTER aVENUEBRONXNY10466MENTAL HEALTH CLINIC
ADOLESCENT AIDS PROGRAM
3415 WAYNE AVENUEBRONXNY10467PEDIATRIC SPECIALTY CENTER
MONTEFIORE DEPARTMENT OF NEUROLOGY
140 LOCKWOOD AVENUENEW ROCHELLENY10801SPECIALTY CENTER
MONTEFIORE DEPARTMENT OF NEUROSURGERY
3316 ROCHAMBEAU AVENUEBRONXNY10467SPECIALTY CENTER
EINSMONTEFIORE AUTISM EVAL & TREAT CTR
6 EXECUTIVE PLAZAYONKERSNY10701SPECIALTY CENTER
WOMEN'S MEDICAL ASSOCIATES
1180 MORRIS PARK AVENUEBRONXNY10461WOMEN'S HEALTH CENTER
CENTENNIAL WOMEN'S CENTER
3332 ROCHAMBEAU AVEBRONXNY10467WOMEN'S HEALTH CENTER
RIVERDALE WOMEN'S CENTER
3333 HENRY HUDSON PARKWAYBRONXNY10463wOMEN'S HEALTH CENTER
DEPT OF OB & GYNWOMEN'S HEALTH
4170 BRONX BOULEVARDBRONXNY10466WOMEN'S HEALTH CENTER
WOODLAWN WOMEN'S CENTER
4350 vAN cORTLANDT PK EASTBRONXNY10470WOMEN'S HEALTH CENTER
GENETICS & PERINATAL CONSULTANTS OF NY
700 WHITE PLAINS ROADSCARSDALENY10583WOMEN'S HEALTH CENTER
CHILD ADVOCACY CENTER
260 E 188TH STREETBRONXNY10458SPECIALTY CARE PRACTICE
Montefiore Riverdale Cardiology Practice
2711 HENRY HUDSON PARKWAYBRONXNY10463SPECIALTY CARE PRACTICE
REHABILITATION MEDICINE PRIVATE PRACTICE
3329 BAINBRIDGE AVENUEBRONXNY10467SPECIALTY CARE PRACTICE
MONTEFIORE DIVISION OF DERMATOLOGY
3514 BAINBRIDGE AVENUEBRONXNY10467SPECIALTY CARE PRACTICE
SLEEPWAKE DISORDERS
3411 WAYNE AVENUEBRONXNY10467SPECIALTY CARE PRACTICE
MONTEFIORE BEHAVIORAL HEALTH CENTER
1967 TURNBULL AVENUEBRONXNY10473MENTAL HEALTH CLINIC
MONTEFIORE BEHAVIORAL HEALTH CTR AT WS
2527 GLEBE AVENUEBRONXNY10461MENTAL HEALTH CLINIC
ADVANCED ONCOLOGY ASSOCIATES
50 GUION PLACENEW ROCHELLENY10801SPECIALTY CARE PRACTICE
ADVANCED ONCLOLGY ASSOCIATES
18 ASHFORD AVENUEDOBBS FERRYNY10522SPECIALTY CARE PRACTICE
ADVANCED ONCOLOGY ASSOCIATES
75 EAST GUN HILL ROADBRONXNY10467SPECIALTY CARE PRACTICE
ADVANCED ONCOLOGY ASSOCIATES
1578 WILLIAMSBRIDGE ROADBRONXNY10461SPECIALTY CARE PRACTICE
ADVANCED ONCOLOGY ASSOCIATES
984 NORTH BROADWAYYONKERSNY10701SPECIALTY CARE PRACTICE
BRONX RIVER MEDICAL ASSOCIATES-BX OFF
60 EAST 208TH sTREETBRONXNY10467SPECIALTY CARE PRACTICE
BRONX RIVER MEDICAL ASSOC-YONKERS OFFICE
1915 CENTRAL PARK AVENUEYONKERSNY10710SPECIALTY CARE PRACTICE
MMC-WAKEFIELD CARDIOVASCULAR CENTER
4256 BRONX BOULEVARDBRONXNY10466SPECIALTY CARE PRACTICE
RIDGE HILL CARDIOLOGY
73 MARKET STREET SUITE 178bYONKERSNY10710SPECIALTY CARE PRACTICE
BRONX CARDIAC
2814 MIDDLETOWN ROADBRONXNY10461SPECIALTY CARE PRACTICE
WESTCHESTER HEART SPECIALIST
150 LOCKWOOD AVENUENEW ROCHELLENY10810SPECIALTY CARE PRACTICE
WILLIAMSBRIDGE CARDIOLOGY
1578 WILLIAMSBRIDGE ROADBRONXNY10461SPECIALTY CARE PRACTICE
CARDIOVASCULAR ASSOCIATES OF WESTCHESTER
140 lOCKWOOD AVENUENEW ROCHELLENY10801SPECIALTY CARE PRACTICE
MMG-VIA VERDE
730 BROOK AVENUEBRONXNY10455PRIMARY CARE EXTENSION CTR
MSHP-MORRIS CAMPUS
1110 BOSTON ROADBRONXNY10456SCHOOL HEALTH CLINIC
MSHP-NEW SETTLEMENT COMMUNITY CAMPUS
1501 JEROME AVENUEBRONXNY10452SCHOOL HEALTH CLINIC
BROADWAY DENTAL CENTER
5500 BROADWAY SUITE 102BRONXNY10463DENTAL CENTER
FULTON FAMILY RESIDENT AGUILA INC
1625 FULTON AVENUEBRONXNY10457HOMELESS SHELTER EXT CLINIC
CHILD ADVOCACY PREVENTION SERVICES
3880 RESERVIOR OVALBRONXNY10467SPECIALTY CARE PRACTICE
Long Term Health Care Program
1Fordham PlazaBronxNY10458Long Term Home Health Care agency

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 charges, 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 AND 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 Shortfall OF $53,470,754. REVENUE ALLOWABLE SURPLUS COSTS (SHORTFALL) Part 111, LINES 5-7: $371,424,401 $297,788,094 $73,636,307 ADD: COSTS NOT INCLUDED IN MEDICARE COST REPORT: - 28,300,709 (28,300,709) ADD: MEDICARE DME: 33,445,499 84,230,008 (50,784,509) ADD: EMP PHYS SERV: 43,581,000 76,702,615 (33,121,615) ADD: MED SUBSID HLTH SERV: 10,555,632 25,455,860 (14,900,228) TOTAL OVERALL MEDICARE Shortfall: $459,006,532 $512,477,286 $(53,470,754) 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 $28,300,709. 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 $50,784,509 (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 $33,121,615 (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 $14,900,228 (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. - EACH OF MMC'S HOSPITAL Divisions HAS AN ORGANIZED CAB, MADE UP OF RESIDENTS OF THE COMMUNITIES WHICH EACH SERVES. - EACH OF MMC'S FEDERALLY-QUALIFIED COMMUNITY HEALTH CENTERS HAS A SIMILAR CAB, MADE UP OF FAMILIES SERVED BY THESE FACILITIES. - THE SCHOOL HEALTH PROGRAM HAS ITS OWN, WELL DEVELOPED MECHANISM TO obtain LOCAL INPUT from the COMMUNITY FOR ITS PROGRAMS. THE PROGRAMS AT EACH OF THE 22 SCHOOLS ARE DEFINED AND GUIDED BY ACTIVE SCHOOL-BASED ADVISORY COMMITTEES AND WELLNESS COUNCILS, WHOSE MEMBERS INCLUDE PRINCIPALS, TEACHERS, ADMINISTRATORS, PARENTS, STUDENTS AND REPRESENTATIVES FROM COMMUNITY AGENCIES. - With regards to THE CHILDREN'S HOSPITAL division, MONTEFIORE WENT A STEP FURTHER, INVOLVING CHILDREN AND FAMILIES IN THE ACTUAL DESIGN OF THE FACILITY, AND INCLUDING PARENTS AND FAMILY MEMBERS IN GROUPS SETTING POLICIES AND PROCEDURES FOR THE CHILDREN'S HOSPITAL division. THAT EFFORT TO INCLUDE CHILDREN AND FAMILIES IN THE CHILDREN'S HOSPITAL division OPERATIONS CONTINUES, THROUGH THE FUNCTION OF THE FAMILY ADVISORY COMMITTEE. - THE INFECTIOUS DISEASE (ID) CLINIC HAS A CONSUMER ADVISORY COMMITTEE OF PEOPLE LIVING WITH HIV AND AIDS. THE COMMITTEE MEETS MONTHLY WITH REPRESENTATIVES FROM PATIENTS, CLINIC STAFF, AND ID CLINIC LEADERSHIP. PATIENTS ON THE COMMITTEE EVALUATE THE DELIVERY OF SERVICES AND CARE IN THE ID CLINIC AND PROVIDE FEEDBACK used for THE PLANNING OF NEW PROGRAMS. PATIENTS ARE WELCOME TO ATTEND ANY OF THE MEETINGS AS A GUEST. B) COMMUNITY SERVICES COMMMITTEE MONTEFIORE MEDICAL CENTER 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; - REVIEW ASSESSMENTS OF THE HEALTH CARE NEEDS OF THE COMMUNITIES MONTEFIORE SERVES; - REVIEW AND APPROVE MONTEFIORE'S COMMUNITY SERVICE PLAN, WHICH IS SUBMITTED TO NEW YORK STATE; - Review and approve Montefiore's Health Needs Assessment and implementation strategy to meet the Federal requirements; and - PARTICIPATE IN THE REGULAR ASSESSMENT OF AND REPORTING ON PROGRAMS/SERVICES THAT REPRESENT INVESTMENTS BY THE MEDICAL CENTER IN "COMMUNITY BENEFITS". 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 ASSISTANCE WITH FINANCIAL AID.
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 OVER 26,000 STUDENTS AT 22 ELEMENTARY, MIDDLE AND HIGH SCHOOLS IN THE BRONX, PROVIDING OVER 82,000 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 APPROXIMATELY 5,000 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, INCLUDING: - 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; - PROVISION OF OUTREACH PRIMARY CARE SERVICES TO DOMESTIC VIOLENCE SHELTERS IN THE BRONX. 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 neighbor
6. AFFILIATED HEALTH CARE SYSTEM:Montefiore Medical Center IS AN AFFILIATE OF MONTEFIORE HEALTH SYSTEM, INC. Montefiore Health System, Inc. 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Albert Einstein College of Medicine
1300 morris park avenuebronxNY10468131624225501(c)(3)$165,950GRANT SUBRECIPIENT
Bronx Aids Services Inc
540 E fordham roadbronxNY10458133599121501(c)(3)$104,678grant subrecipient
bronx lebanon hospital center
1276 fulton avenuebronxNY10456131974191501(c)(3)$247,040grant subrecipient
jacobi medical center
1400 pelham parkwayBronxNY10461132655001501(c)(3)$327,527grant /sponsorship
lincoln medical center
234 east 149th streetbronxNY10451132655001501(c)(3)$152,208grant subrecipient
Bronx Overall Economic Development
851 Grand ConcourseBronxNY10451133079387501(c)(3)$79,460Sponsorship
American Heart Association
122 East 42nd StreetNew YorkNY10168135613797501(c)(3)$30,000sponsorship
Urban Health Plan Inc
1515 Southern BlvdBronxNY10460237360305501(c)(3)$53,800Sponsorship
Primary Care Development Corp
22 Cortlandt St 12th FlNew YorkNY10007133711803501(c)(3)$20,500sponsorship
Bronx Children's Museum
PO Box 1381bronxNY10451260579140501(c)(3)$8,000sponsorship
Hebrew Home for the Aged at Riverdale Foundation
215 park AvenueNew YorkNY10003204352212501(c)(3)$25,000sponsorship
Bronx Community Health Network Inc
1 Fordham PlazaBronxNY10458133905296501(c)(3)$26,500Sponsorship
Coalition to Protect America's Health Care
PO Box 30211BethesdaMD20824522253225501(c)(3)$65,000Donation
Children's Health Fund
215 west 125th streetNew YorkNY10027133468427501(c)(3)$12,500Sponsorship
Cong Refuah Helpline Inc
9 Meron DrMonroeNY10950208216686501(c)(3)$30,000Sponsorship
Mosholu Preservation Corporation
3400 Reservoir Oval EastBronxNY10467133109387501(c)(3)$24,000Donation
1199 SEIU Employer Child Care Corp
330 West 42nd StNew YorkNY10036131510821501(c)(3)$7,500Sponsorship
American Cancer Society
2330 Eastchester Rd 3rd flBronxNY10469160743902501(c)(3)$7,500sponsorship
New York Health Collaborative Inc
40 Worth Street 5th FlNew yorkNY10013208022336501(c)(3)$100,000sponsorship
Golf Fore Africa Inc
32531 N Scottsdale RdScottsdaleAZ85266261753089501(c)(3)$25,000Sponsorship
YMCA of Greater New York
2 Castle Hill AvenueBronxNY10473131624228501(c)(3)$6,000Sponsorship
BRONXWORKS INC
60 EAST TREMONT AVENUEBRONXNY10453133254484501(C)(3)$25,000SPONSORSHIP
CALVARY FUND INC
1740 EASTCHESTER ROADBRONXNY10461133259649501(c)(3)$10,000SPONSORSHIP
CHILDREN'S DEFENSE FUND
276 FIFTH AVENUENEW YORKNY10001520895622501(c)(3)$25,000SPONSORSHIP
COALITION FOR ASIAN-AMERICAN CHILD & FAMILIES
50 BROAD STREETNEW YORKNY10004133682471501(C)(3)$7,500SPONSORSHIP
FOUNDATION FOR ART & HEALING INC
77 STEARNS ROADBROOKLINEMA02446331125148501(C)(3)$15,000SPONSORSHIP
HOSTOS COMMUNITY COLLEGE FOUNDATION
500 GRAND CONCOURSEBRONXNY10451133116643501(C)(3)$6,000SPONSORSHIP
HUDSON RIVER HEALTHCARE INC
1037 MAIN STREETPEEKSKILLNY10566132828349501(C)(3)$15,000SPONSORSHIP
MT VERNON NEIGHBORHOOD HEALTH
107 WEST 4TH STREETMT VERNONNY10550133315508501(C)(3)$17,000SPONSORSHIP
NYS SCHOOL BASED HEALTH CENTER ADVOCATES
119 WASHINGTON AVEALBANYNY12210464350975501(C)(3)$15,000SUPPORT
NYU FORENSIC MEDICINE SUPPORT FUND
520 FIRST AVENUENEW YORKNY10016135562308501(c)(3)$37,500CONTRIBUTION
PROMESA FOUNDATION INC
1776 CLAY AVENUEBRONXNY10457132663328501(C)(3)$10,000SPONSORSHIP
ST JOHN'S RIVERSIDE HOSPITAL
967 NORTH BROADWAYYONKERSNY10701131740126501(C)(3)$50,000SPONSORSHIP
THE HEALTH MANAGEMENT ACADEMY INC
515 WYTHE STREETALEXANDRIAVA22314541900808501(c)(3)$15,000SPONSORSHIP
THE MENTAL HEALTH ASSOCIATION OF NYC
162 WEST 56TH STREETNEW YORKNY10019132637308501(C)(3)$5,700SPONSORSHIP
THE NEW YORK ACADEMY OF MEDICINE
1216 FIFTH AVENUENEW YORKNY100295293131656674501(C)(3)$50,100SPONSORSHIP
WESTCHESTER COUNTY ASSOCIATION Inc
1133 WESTCHESTER AVEWHITE PLAINSNY10604131737011501(C)(4)$33,000SPONSORSHIP
MEDICARE RIGHTS CENTER
520 EIGHTH AVENUENEW YORKNY10018133505372501(C)(3)$25,000SPONSORSHIP
Dana-Farber Cancer Institute Inc
450 Brookline AvenueBostonMA02115042263040501(c)(3)$13,712Grant Subrecepient
Weill Medical College of Cornell University
1300 York AvenueNew YorkNY10065131623978501(c)(3)$40,510Grant Subrecepient
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationThe 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 provides support to various organizations as part of local community health programs.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert B Conaty
Spec Advisor-Business & Oper$191,633$0$0$0$3,148$0$17,000$0$33,382$0$245,163$0$0$0
Donald L Ashkenase
Dir of Spec Projects-Finance$339,023$0$0$0$4,426$0$17,000$0$34,069$0$394,518$0$0$0
JOEL PERLMAN
EXECutive VP & CfO$0$1,019,110$0$610,000$0$537,682$0$17,000$0$33,882$0$2,217,674$0$0
ROBERT MICHLER MD
CHAIR-Surg/Cardiothoracic Surg$3,033,488$0$0$0$7,132$0$17,000$0$34,100$0$3,091,720$0$0$0
RICHARD KRAUT DDS
CHAIRMAN-DENTISTRY$501,710$0$1,407,962$0$3,882$0$17,000$0$31,382$0$1,961,936$0$0$0
SUSAN GREEN-LORENZEN RN
Senior VP-OPERations$0$636,460$0$336,400$0$11,229$0$482,033$0$32,082$0$1,498,204$0$0
Christopher Panczner
Senior VP & General Counsel$0$624,900$0$343,800$0$10,799$0$271,790$0$0$0$1,251,289$0$0
PHILIP O OZUAH MD PHD
Executive VP & COO$0$1,154,628$0$712,400$0$90,137$0$1,998,481$0$37,636$0$3,993,282$0$0
Shalom Kalnicki MD
Chairman-Radiation Oncology$1,100,091$0$700,000$0$1,815$0$17,000$0$36,946$0$1,855,852$0$0$0
Joseph De Rose MD
Dir Min Invasive/Robotic Surg$1,092,355$0$211,536$0$144$0$17,000$0$30,737$0$1,351,772$0$0$0
Neil Cobelli MD
Chairman-Orthopaedic Surgery$896,322$0$325,952$0$1,684$0$17,000$0$11,925$0$1,252,883$0$0$0
Lynn Richmond
Executive Vice President$0$612,082$0$346,400$0$10,749$0$340,020$0$33,394$0$1,342,645$0$0
STEVEN SAFYER MD
PRESIDENT & CEO/EX-OFFICIO$0$1,464,159$0$1,303,100$0$2,038,668$0$17,000$0$34,099$0$4,857,026$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aSteven Safyer, M.D., President & CEO - services of a driver are provided for business purposes and incidental transportation. Philip O. Ozuah, M.D., PH.D, Executive VP & COO - Car service is provided for business purposes and incidental transportation.
Part I, Line 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 size organizations and scope of responsibilities. Bonus and incentive compensation in Column B(ii) is based on the achievement of performance goals. The executives' compensation program has a significant pay-at-risk component to ensure the alignment of pay and organizational performance. Goals are set in advance in areas such as quality of care, patient satisfaction, community services and financial performance. Compensation is at risk if the goals established by the Compensation Committee are not met. Other reportable compensation in column B(III) includes distributions from the supplemental executive retirement plan. In a manner designed to qualify for the "rebuttable presumption of reasonableness" the Compensation Committee of the Board of Trustees expressly reviewed and approved these retirement benefit arrangements for senior executives in a manner that qualified under the intermediate sanctions rules of the Federal tax law, and in recognition of (a) the executives' years of service to the organization and (b) the significant contributions to enhancing the ability of the organization to achieve its charitable mission in a manner consistent with financial solvency. Accordingly, this benefit should be viewed as applying to years of service for the organization. Steven Safyer, M.D. - Pooled Supplemental Executive Retirement Plan distribution of $2,021,844 based on approximately 32 years of service at Montefiore. Joel Perlman - Pooled Supplemental Executive Retirement Plan distribution of $534,534 based on more than 25 years of service at Montefiore. Christopher Panczner - Accrued and unpaid service costs of $254,790. Philip O. Ozuah, M.D., PH.D. - Accrued and unpaid service costs of $1,981,481. Susan Green Lorenzen, RN - Accrued and unpaid service costs of $465,033. Lynn Richmond - Accrued and unpaid service costs of $323,020.
Part II - Compensation from related organizationAll 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
A14600029364983TV262004-12-15$194,451,180Construction & Renovation Projectfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
B14600029364983qml02005-09-22$160,222,851Refund Prior Issue (1/1/97)falsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
C146000293649903zd62008-02-07$134,395,945Refund Prior Issue (5/11/95)falsefalsefalse
Build NYC Resource Corporation
D4540405612013-04-19$93,000,000Facility Improvementsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$31,815,000$0$201,432,940$36,478,725$14,188,158$0$1,963,773$3,066,929$0$168,209,080$0$02007falsefalseYes (true)Yes (true)
B$43,310,000$0$169,489,102$35,246,623$0$0$1,584,084$867,080$37,769$2,746,265$151,988,905$01989falseYes (true)Yes (true)Yes (true)
C$38,460,000$0$134,602,903$35,499,598$0$0$1,403,668$0$35,000$4,372,719$116,561,516$01998Yes (true)falseYes (true)Yes (true)
D$0$0$71,152,851$8,124,246$754,676$0$592,418$0$0$69,805,757$0$02014falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.003000.00300falsefalsefalseYes (true)
BfalseYes (true)Yes (true)falseYes (true)false0.007000.00700falsefalsefalseYes (true)
CfalseYes (true)Yes (true)falseYes (true)false0.004000.00400falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of GICTermOfGICPct
Merrill Lynch
AfalsefalsefalseYes (true)falseYes (true)26.6falseYes (true)Yes (true)See Part VIYes (true)Yes (true)Yes (true)
0
BfalsefalsefalseYes (true)falsefalseYes (true)AIG Matched FCYes (true)Yes (true)Yes (true)22.4
Merrill Lynch
CfalsefalseYes (true)Yes (true)falseYes (true)15.5falseYes (true)Yes (true)DEPFA BankYes (true)falseYes (true)16.5
0
DfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Mortgages & Facility Improvements Supplemental InformationTermination 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 5BRESERVE FUND - AIG MATCHED FUNDING CORP PROJECT FUND - BAYERISCHE LANDESBANK
TERM OF HEDGE - PART IV, COLUMN A, LINE 5CRESERVE FUND - 28.6 YEARS PROJECT FUND - 3.1 YEARS
PROCEEDS - PART II, COLUMN A-C, LINE 3THE 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 3THE 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 2CISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: COLUMN A: 11/30/2014 COLUMN B: 08/31/2010 COLUMN C: 01/31/2013
PROCEEDS - PART II, COLUMN D, LINE 3

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Dormitory Authority of the State of New York
A1460002932010-12-16$12,406,093Equipment Leasingfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
B1460002932010-01-15$12,981,544EQUIPMENT LEASINGfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
C1460002932011-08-18$17,528,118EQUIPMENT LEASINGfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
D1460002932012-12-19$24,964,788EQUIPMENT LEASINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$9,830,421$0$12,406,093$0$0$0$70,922$0$0$12,335,171$0$02010falsefalseYes (true)Yes (true)
B$12,747,600$0$12,981,544$0$0$0$48,333$0$0$12,933,211$0$02010falsefalseYes (true)Yes (true)
C$11,527,340$0$17,528,118$0$0$0$86,333$0$0$17,441,785$0$02011falsefalseYes (true)Yes (true)
D$9,827,498$0$24,964,788$0$0$0$108,204$0$0$24,856,584$0$02012falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Dormitory Authority of the State of New York
A1460002932014-10-29$32,639,702Equipment Leasingfalsefalsefalse
Dormitory Authority of the State of New York
B1460002932014-12-23$17,899,520Equipment Leasingfalsefalsefalse
Dormitory Authority of the State of New York
C1460002932013-12-01$24,980,927Equipment leasingfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$32,639,702$0$0$0$73,500$0$0$12,759,851$0$19,806,3512014falsefalsefalseYes (true)
B$0$0$17,899,520$0$0$0$92,993$0$0$8,344,985$0$9,461,5422014falsefalsefalseYes (true)
C$4,891,006$0$24,980,927$0$0$0$80,992$0$0$24,899,935$0$02013falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$3,134,755NoncashContributionsRptF990Amt
Method Of Determining Revenuescurrent market valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2:David C. Gottlieb (trustee) is related to Jay B. Langner (trustee) - Family relationship. Peter J. Neufeld (trustee) is related to Robert A. Bernhard (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 7A:The board of trustees of the 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 the 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 MEDICAL CENTER'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, ACCOUNTING AND FINANCIAL REPORTING 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 Montifore Health Sytem, 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 B, LINE 16B:Montefiore Medical Center is the sole member of Montefiore Proton Acquisition, LLC ("MPA"), which was formed for the purpose of enabling Montefiore Medical Center to join with other New York tax-exempt not-for-profit hospitals in the creation of a facility that will provide proton beam therapy, which is a targeted form of treatment for certain types of cancer, to the patient population in the New York City metropolitan area. In 2014, MPA made a capital contribution to New York Proton Management, LLC ("NYPM"), the entity that is responsible for managing the construction process and the future operations of the to-be-built proton beam treatment center (the "Proton Center"). In addition to MPA, the members of NYPM consist of three other limited liability companies, the sole members of which are two not-for-profit 501(c)(3) hospitals and a for-profit taxable health care services management company. While Montefiore Medical Center did not have a formal written policy pertaining to joint ventures with taxable entities in 2014, there were safeguards in place to ensure that its participation in this joint venture is consistent with Montefiore Medical Center's tax-exempt charitable healthcare mission, including, but not limited to: (1) An evaluation of the importance of Montefiore Medical Center's clinical access to the Proton Center for the benefit of its patients; (2) A cap on each member's investment obligation for this project was set at a pre-determined limit; (3) The engagement of legal counsel experienced in tax-exempt organization matters to advise on this transaction and the implications for Montefiore Medical Center's 501(c) (3) status; (4) The Operating Agreement of NYPM expressly requiring that the Proton Center at all times be operated and managed in a manner that furthers the charitable healthcare purposes, mission, vision and values of the affiliated tax-exempt hospitals, including establishing and maintaining reasonable financial assistance policies and procedures and providing reasonable levels of charity care, and requiring the prioritization of such charitable objectives over the financial profit objectives of any member. Montefiore Medical Center is in the process of developing a comprehensive formal written policy relating to joint ventures with taxable entities and anticipates that this joint venture policy will be adopted in 2015.
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 $31,755,000 was due to an increase of $39,799,000 in defined pension and other postretirement plan liabilities to be recognized in future periods, partially offset, by a $7,600,000 intercompany note reserve reduction and $444,000 accumulated deficit transfer of a Information Technology Company to the parent, Montefiore Health System, Inc.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Montefiore Proton Acquisition LLC
111 East 210th StBronxNY10467273994795Proton TherNY$0-$1,964,324mmc
CMO THE CARE MANAGEMENT COMPANY LLC
111 EAST 210TH STREETBRONXNY10467133859895MGMT SERVNY$70,207,685-$9,651,050MMC
MMC INITIATIVES LLC
111 East 210th StreetBronxNY10467453962827HIV ServicesNY$74,743$0MMC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MMC Corporation
111 East 210th streetbronxNY10467133430322real estateNY501(c)(3)11 Type 1MMCYes (true)
MMC Residential Corp No 1 Inc
3411 Wayne AvenuebronxNY10467911943271staff housingNY501(c)(2)MMCYes (true)
Montefiore Hosp Housing Section II Inc
3450 wayne avenuebronxNY10467237160641staff housingNY501(c)(2)MMCYes (true)
Mosholu Preservation Corporation
3400 reservoir oval EastbronxNY10467133109387Community SerNY501(c)(3)11 type 2MMCYes (true)
Gunhill MRI PC
200 East Gunhill RoadbronxNY10467133734486diag servicesNY501(c)(3)11 type 1MMCYes (true)
Montefiore Health System Inc
555 South BroadwayTarrytownNY10591201615393parentNY501(c)(3)11 type 3MMAHSfalse
Montefiore North Ambulatory Care Center
4134 Bronx BlvdbronxNY10466010796859amb servicesNY501(c)(3)3MHSYes (true)
Montefiore New Rochelle Hospital
16 Guion PlaceNew RochelleNY10801462931956HospitalNY501(c)33MHSYes (true)
Montefiore Mount Vernon Hospital
12 North Seventh AvenueMount VernonNY10550462916938HospitalNY501(c)33MHSYes (true)
Schaffer Extended Care Center
16 Guion PlaceNew RochelleNY10801462929888Nursing HomeNY501(c)39MHSYes (true)
MONTEFIORE FOUNDATION INC
111 EAST 210TH STREETBRONXNY10467471600439InactiveNY501(c)(3)11 type 1MHSYes (true)
COM AFFILIATION INC
111 EAST 210TH STREETBRONXNY10467472209056InactiveNY501(C)(3)2MMAHSfalse
MONTEFIORE MEDICINE ACAD HLTH SYS INC
555 SOUTH BROADWAYTARRYTOWNNY10591471582973Sys ParentNY501(C)(3)11 Type 3NAfalse
THE NYACK HOSPITAL
160 NORTH MIDLAND AVENUENYACKNY10960131740119HOSPITALNY501(C)(3)3MHSYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
University Behavioral Associates Inc
111 East 210th streetbronxNY10467133877781mgmt servicesNYMCVc corp$14,420,324$828,5881.00000Yes (true)
The Montefiore IPA Inc
111 East 210th streetbronxNY10467134114915Managed CareNYMCVc corp$543,020,392$99,325,6351.00000Yes (true)
MMC GI Holdings East Inc
111 East 210th streetbronxNY10467721610013holding companyNYMCVc corp$1,633,914$8,209,7581.00000Yes (true)
MMC GI Holdings West Inc
111 East 210th streetbronxNY10467721610015holding compaNYMCVc corp$1,716,980$5,870,6711.00000Yes (true)
Montefiore Behavioral Care IPA No 1 inc
111 East 210th streetbronxNY10467133952750Integ prov asNYMCVc corp$17,147,089$3,097,1791.00000Yes (true)
BRONX ACCOUNTABLE CARE NETWORK IPA INC
111 EAST 210TH STREETBRONXNY10467300689571Managed careNYMCVC CORP$13,657,233$49,890,8721.00000Yes (true)
MONTEFIORE CONSOLIDATED VENTURES INC
111 EAST 210TH STREETBRONXNY10467611728539HOLDING COMPANYNYMMCC CORP$0$584,4351.00000Yes (true)
MMC CONTRACT MANGEMENT ORG NO 1 INC
111 EAST 210TH STREETBRONXNY10467133859895CONTRACT MGMTNYMMCC CORP$0$01.00000Yes (true)
MONTEFIORE INSURANCE COMPANY INC
111 EAST 210TH STREETBRONXNY10467320436594INACTIVENYMHSC CORP$0$01.00000Yes (true)
MONTEFIORE COMMUNITY NETWORK LLC
111 EAST 210TH STREETBRONXNY10467461374475INACTIVENYMMCC CORP$0$01.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (33 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
The Montefiore IPA Inc
L$292,051,000cost
MONTEFIORE BEHAVIORAL CARE IPA NO 1 INC
L$6,405,000cost
GUNHILL MRI PC
L$5,789,845cost
MMC RESIDENTIAL CORP NO 1 INC
L$62,284cost
MONTEFIORE HOSPITAL HOUSING SECTION II INC
L$299,379cost
MONTEFIORE NORTH AMBULATORY CARE CENTER INC
L$921,862COST
MMC CORPORATION
K$8,282,946cost
MONTEFIORE HOSPITAL HOUSING SECTION II INC
K$96,338cost
MMC RESIDENTIAL CORP NO 1 INC
K$1,796,318cost
MOSHOLU PRESERVATION CORPORATION
Q$534,111cost
GUNHILL MRI PC
Q$2,244,097cost
MMC RESIDENTIAL CORP NO 1 INC
Q$303,462cost
MONTEFIORE HOSPITAL HOUSING SECTION II INC
Q$859,043cost
MONTEFIORE NORTH AMBULATORY CARE CENTER INC
Q$5,183,988cost
MMC GI HOLDINGS EAST INC
Q$394,000cost
MMC GI HOLDINGS WEST INC
Q$441,000cost
UNIVERSITY BEHAVIORAL ASSOCIATES Inc
Q$5,526,912cost
BRONX ACCOUNTABLE CARE NETWORK IPA INC
Q$7,500,000COST
BRONX ACCOUNTABLE CARE NETWORK IPA INC
R$5,054,678cost
BRONX ACCOUNTABLE CARE NETWORK IPA INC
S$4,865,002cost
MONTEFIORE NEW ROCHELLE HOSPITAL
L$1,664,046COST
MONTEFIORE MOUNT VERNON HOSPITAL
L$768,745COST
SCHAFFER EXTENDED CARE CENTER
L$542,992COST
THE MONTEFIORE IPA INC
Q$2,000,000COST
MMC CORPORATION
Q$598,629COST
MONTEFIORE NEW ROCHELLE HOSPITAL
Q$1,109,509COST
MONTEFIORE MOUNT VERNON HOSPITAL
Q$485,690COST
SCHAFFER EXTENDED CARE CENTER
Q$55,560COST
MONTEFIORE NEW ROCHELLE HOSPITAL
R$4,380,000COST
MONTEFIORE MOUNT VERNON HOSPITAL
R$1,620,000COST
THE MONTEFIORE IPA INC
S$63,000COST
MMC GI HOLDINGS EAST INC
C$5,000,000COST
MMC GI HOLDINGS WEST INC
C$3,500,000COST