MONTEFIORE HEALTH SYSTEM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE HEALTH SYSTEM INC (EIN 20-1615393)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201443169349305004
- Schema version
- 2013v3.1
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T17:05:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TIMES SQUARE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201615393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE HEALTH SYSTEM Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID INGBER | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 9143786480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 South Broadway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Tarrytown | City |
| State | NY | State |
| ZIP Code | 10591 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL PERLMAN | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Signature | 2014-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Steven Safyer MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 East 210th Street | AddressLine1 |
| City | Bronx | City |
| State | NY | State |
| ZIP Code | 10467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,124,143 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To heal, to teach, to discover and to advance the health of the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,255 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,021,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,184 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $167,255 | PYTotalRevenueAmt |
| CY Total Revenue | $4,124,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $148,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,847,581 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,624 | PYOtherExpensesAmt |
| CY Other Expenses | $2,314,616 | CYOtherExpensesAmt |
| PY Total Expenses | $167,255 | PYTotalExpensesAmt |
| CY Total Expenses | $5,162,197 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | -$1,038,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,830,626 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,227,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,602,694 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To heal, to teach, to discover and to advance the health of the communities we serve. Montefiore builds upon our rich history of medical innovation and community service to improve the lives of those in our care. Our mission is exemplified in our exceptional, compassionate care and dedication to improve the well-being of those we serve. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,104,920 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,005,969 | RevenueAmt |
| Desc | Montefiore Health System, Inc. operates in furtherance and support of Montefiore Medical Center, Montefiore New Rochelle Hospital, Montefiore Mount Vernon Hospital, Schaffer Extended Care Center, Montefiore North Ambulatory Care Center, Inc. as well as the other not-for profit entities that have been formed in connection with the charitable, educational and scientific activities and objectives of the System Health Care Facilities. Overall, MHS' goal is to improve and enhance the general health and well-being of the communities served by the Montefiore Health System, which it seeks to accomplish by providing various governance and support services to the constituent entities of the Montefiore Health System. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,414,855 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $112,615 | RevenueAmt |
| Desc | Montefiore HMO, LLC ("MHMO"), a New York limited liability company, is a disregarded entity of Montefiore Health System, Inc. and operates as a managed long term care plan in the State of New York. MHMO contracts with the New York State Department of Health (NYSDOH) to provide health and long-term care services to chronically ill or disabled individuals who require more than 120 days of continuous care. The plan arranges for and pays for certain health and social services, the majority of which are personal care services. MHMO contracts with a number of certified home health agencies and licensed home care service agencies and operates within the New York State counties of Westchester and the Bronx. MHMO commenced operations as a managed long term care plan on November 1, 2013 to provide health and long-term care services to its enrollees. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $302,637 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $903,375 | RevenueAmt |
| Desc | MONTEFIORE SS HOLDINGS, LLC, MONTEFIORE MV HOLDINGS, LLC AND MONTEFIORE HA HOLDINGS, LLC, DISREGARDED ENTITIES OF MONTEFIORE HEALTH SYSTEM, INC., ARE THE HOLDING COMPANIES ESTABLISHED IN 2013 TO OWN THE LAND AND BUILDINGS LEASED TO MONTEFIORE NEW ROCHELLE HOSPITAL, MONTEFIORE MOUNT VERNON HOSPITAL AND THE SCHAFFER EXTENDED CARE CENTER. THESE ORGANIZATIONS are comprised of TWO HOSPITALS and a nursing home AND HAVE FILED FOR TAX EXEMPT STATUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,822,412 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID INGBER | PersonNm |
| Phone | 9143786480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EXECUTIVE PLAZA SUITE 112A | AddressLine1 |
| City | Yonkers | City |
| State | NY | State |
| ZIP Code | 10701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Oded Aboodi | ||||||||
| Trustee | 0.5 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph W Bartlett | ||||||||
| Trustee | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert A Bernhard | ||||||||
| Trustee | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Lewis Henkind | ||||||||
| Trustee | 0.5 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| Edwin H Stern III | ||||||||
| Trustee | 0.5 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| David A Tanner | ||||||||
| Chairman & Trustee | 2.0 | 5.5 | Yes (X) | $0 | $0 | $0 | ||
| Steven M Safyer MD | ||||||||
| President & Trustee | 1.0 | 59.0 | Yes (X) | $0 | $4,083,858 | $51,079 | Yes (X) | |
| Philip O Ozuah MDPhD | ||||||||
| Executive VP | 1.0 | 59.0 | $0 | $1,645,012 | $819,429 | Yes (X) | ||
| Christopher Panczner | ||||||||
| Secretary | 1.0 | 59.0 | $0 | $868,085 | $274,473 | Yes (X) | ||
| Joel Perlman | ||||||||
| Treasurer | 1.0 | 59.0 | $0 | $1,940,008 | $50,861 | Yes (X) | ||
| David G Ingber | ||||||||
| VP, Finance | 1.0 | 59.0 | $0 | $553,743 | $50,861 | Yes (X) | ||
| Robert B Conaty | ||||||||
| Former Executive VP | 0.0 | 19.0 | $0 | $244,701 | $50,361 | Yes (X) | ||
| Stanley Jacobson | ||||||||
| Former Secretary | 0.0 | 40.0 | $0 | $557,889 | $51,019 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,893,296 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,348,083 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERSHIP FEES | 561000 | $3,005,856 | $3,005,856 | $0 | $0 |
| RENTAL INCOME | 531120 | $903,375 | $903,375 | $0 | $0 |
| MANAGED LONG TERM HOME HEALTH CARE SERV | 621610 | $112,615 | $112,615 | $0 | $0 |
| MISCELLANEOUS | 900099 | $113 | $113 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,021,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,184 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,124,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,021,959 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172,068 | TotalAmt |
| Program Services | $1,191,691 | ProgramServicesAmt |
| Management And General | $980,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,513 | TotalAmt |
| Program Services | $370,616 | ProgramServicesAmt |
| Management And General | $304,897 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,000 | TotalAmt |
| Program Services | $700,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,979 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $48,979 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,356 | TotalAmt |
| Program Services | $735,356 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,482 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,482 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,257 | TotalAmt |
| Program Services | $525,257 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,137 | TotalAmt |
| Program Services | $282,137 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Total | $17,405 | TotalAmt |
| Program Services | $17,355 | ProgramServicesAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,162,197 | TotalAmt |
| Program Services | $3,822,412 | ProgramServicesAmt |
| Management And General | $1,339,785 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,234 | BOYAmt |
| EOY | $149,724 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $23,623,359 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $429,623 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,801,869 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,277,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $282,137 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $53,995,840 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,830,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,234 | BOYAmt |
| EOY | $112,830,626 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $708,054 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,486 | BOYAmt |
| EOY | $102,519,878 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,486 | BOYAmt |
| EOY | $103,227,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,748 | BOYAmt |
| EOY | $9,602,694 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,748 | BOYAmt |
| EOY | $9,602,694 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,234 | BOYAmt |
| EOY | $112,830,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,038,054 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $10,500,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| MONTEFIORE MEDICAL CENTER | |||||
| 131740114 | 03 | Yes (true) | Yes (true) | Yes (true) | $0 |
| MONTEFIORE NORTH AMB CARE CENTER INC | |||||
| 010796859 | 03 | Yes (true) | Yes (true) | Yes (true) | $0 |
| MONTEFIORE NEW ROCHELLE HOSPITAL | |||||
| 462931956 | 03 | Yes (true) | Yes (true) | Yes (true) | $300,000 |
| MONTEFIORE MOUNT VERNON HOSPITAL | |||||
| 462916938 | 03 | Yes (true) | Yes (true) | Yes (true) | $150,000 |
| SCHAFFER EXTENDED CARE CENTER | |||||
| 462929888 | 03 | Yes (true) | Yes (true) | Yes (true) | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $500,000 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 1, line 11 h, col (vii) | FormAndLineReferenceDesc |
| Explanation | Montefiore Health System provided the financing for the 11/6/13 purchase of land and buildings by Montefiore SS Holdings, LLC, Montefiore MV Holdings, LLC and Montefiore HA Holdings, LLC for the benefit of its supported organizations. The land and buildings were previously owned by Sound Shore Medical Center of Westchester, The Mount Vernon Hospital and the Howe Avenue Nursing Home. The land and buildings are currently operated by Montefiore Health System subsidiaries; Montefiore New Rochelle Hospital, Montefiore Mount Vernon Hospital and Schaffer Extended Care Center, respectively. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,970,000 | OtherCostOrOtherBasisAmt |
| Book Value | $39,970,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,307,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $282,137 | DepreciationAmt |
| Book Value | $14,025,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $53,995,840 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMTS DUE FROM RELATED ENTITIES | Desc |
| Book Value | $11,830,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,830,211 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY NOTES PAYABLE | Desc |
| Amt | $102,519,878 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $102,519,878 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven M Safyer MD | ||||||||||||||
| President & Trustee | $0 | $1,462,527 | $0 | $984,300 | $0 | $1,637,031 | $0 | $17,000 | $0 | $34,079 | $0 | $4,134,937 | $0 | $0 |
| Philip O Ozuah MDPhD | ||||||||||||||
| Executive VP | $0 | $1,059,887 | $0 | $529,100 | $0 | $56,025 | $0 | $780,568 | $0 | $38,861 | $0 | $2,464,441 | $0 | $0 |
| Christopher Panczner | ||||||||||||||
| Secretary | $0 | $624,199 | $0 | $241,000 | $0 | $2,886 | $0 | $274,473 | $0 | $0 | $0 | $1,142,558 | $0 | $0 |
| Joel Perlman | ||||||||||||||
| Treasurer | $0 | $1,017,982 | $0 | $447,600 | $0 | $474,426 | $0 | $17,000 | $0 | $33,861 | $0 | $1,990,869 | $0 | $0 |
| David G Ingber | ||||||||||||||
| VP, Finance | $0 | $448,591 | $0 | $104,120 | $0 | $1,032 | $0 | $17,000 | $0 | $33,861 | $0 | $604,604 | $0 | $0 |
| Robert B Conaty | ||||||||||||||
| Former Executive VP | $0 | $241,653 | $0 | $0 | $0 | $3,048 | $0 | $17,000 | $0 | $33,361 | $0 | $295,062 | $0 | $0 |
| Stanley Jacobson | ||||||||||||||
| Former Secretary | $0 | $372,002 | $0 | $184,700 | $0 | $1,187 | $0 | $17,000 | $0 | $34,019 | $0 | $608,908 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | As it relates to the compensation from Montefiore Medical Center | FormAndLineReferenceDesc |
| Explanation | 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 Montefiore's Medical Center supplemental executive retirement plan. In a manner designed to qualify for the "rebuttable presumption of reasonableness" the Board of Trustees of Montefiore Medical Center 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 M Safyer, MD - Supplemental Executive Retirement Plan distribution of $1,626,140. Philip O Ozuah, MD, PhD - Supplemental Executive Retirement Plan accrued and unpaid service cost of $763,568. Christopher Panczner - Supplemental Executive Retirement Plan accrued and unpaid service cost of $257,473. Joel Perlman - Supplemental Executive Retirement Plan distribution of $468,946. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | Montefiore Health System provided the financing for the 11/6/13 purchase of land and buildings by Montefiore SS Holdings, LLC, Montefiore MV Holdings, LLC and Montefiore HA Holdings, LLC for the benefit of its supported organizations. The land and buildings were previously owned by Sound Shore Medical Center of Westchester, The Mount Vernon Hospital and the Howe Avenue Nursing Home. The land and buildings are currently operated by Montefiore Health System subsidiaries; Montefiore New Rochelle Hospital, Montefiore Mount Vernon Hospital and Schaffer Extended Care Center, respectively. Montefiore MHO, LLC, a disregarded entity of the Montefiore Health System, commenced operations as a managed long-term care plan in the State of New York on November 1, 2013. Form 990, Part VI, Section A, Line 4 Montefiore Health System, Inc.'s Certificate of Incorporation previously stated that the members of Montefiore Health System, Inc. would be the individuals who were on the Executive Committee of Montefiore Medical Center. In 2013, Montefiore medical Center merged its Executive Committtee into its full Board, and therefore, the Executive Committee ceased to exist. In light of this change, it was necessary to amend Montefiore Health System, Inc.'s Certificate of Incorporation and bylaws to specify that the members of Montefiore Health System, Inc. would be those individuals who serve as officers of the Board of Trustees of Montefiore Medical Center. |
| Form 990, Part VI, Section A, Line 6 | The members of Montefiore Health System, Inc. are the individuals who are appointed to serve as Officers of the Board of Trustees of Montefiore Medical Center. |
| Form 990, Part VI, Section A, Line 7A | The members of Montefiore Health System, Inc. have the authority to appoint the board of trustees of Montefiore Health System, Inc. |
| Form 990, Part Vi, Section B, Line 11b | The form 990 was prepared by Montefiore's Finance Department with the assistance of various departments. The form 990 was reviewed and approved by the corporate controller and the Vice-president-Finance, Accounting and Financial Reporting and the Montefiore'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 prsented to the board of trustees for review and approval. |
| 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 form 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 would be 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 14 Due to the limited activities of Montefiore Health System, Inc. (MHS) in 2013, there was not a written document retention and destruction policy that was specifically applicable to MHS. However, MHS subsidiary, Montefiore Medical Center, has a written document retention and destruction policy and the procedures set forth in that policy were applied to the corporate, financial and other records of MHS. Given that MHS has expanded its activities and now has employees, it has adopted a written document retention destruction policy in 2014. |
| Form 990, Part VI, Section C, Line 19 | The Conflict of interest policy and governing documents are made available upon request. |
| Form 990, Part VII, Section A | Montefiore Health System, Inc. does not have its own employees. An allocation of Salaries and Employee Benefits based on the amount of time spent on MHS activities is made for the senior leadership who are employees of Montefiore Medical Center, a member of the Montefiore Health System. |
| Form 990, Part XI, Line 9 | The other change in net assets of $10,500,000 relates to equity tranfers from Montefiore Medical Center to its parent, Montefiore Health System, Inc. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING EXPENSES TOTAL FEES:20500 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MANAGED CARE EXPENSES TOTAL FEES:714856 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Montefiore SS Holdings LLC | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 320412092 | Holding Comp | NY | -$59,472 | $28,904,705 | MHS |
| Montefiore MV Holdings LLC | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 352478922 | Holding Comp | NY | $133,536 | $20,464,966 | MHS |
| Montefiore HA Holdings LLC | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 900995466 | Holding Comp | NY | $24,362 | $10,173,418 | MHS |
| Montefiore HMO LLC | |||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 383880401 | Managed Care | NY | -$1,302,224 | -$1,204,434 | MHS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Montefiore Medical Center | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 131740114 | Hospital | NY | 501(c)(3) | 3 | MHS | Yes (true) |
| MMC Corporation | ||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133430322 | Real Estate | NY | 501(c)(3) | 11 type 1 | MMC | Yes (true) |
| MMC Residential Corp No 1 Inc | ||||||||||
| 3411 Wayne Avenue | Bronx | NY | 10467 | 911943271 | Staff Housing | NY | 501(c)(2) | MMC | Yes (true) | |
| Montefiore Hosp Housing Section II Inc | ||||||||||
| 3450 Wayne Avenue | Bronx | NY | 10467 | 237160641 | Staff Housing | NY | 501(c)(2) | MMC | Yes (true) | |
| Mosholu Preservation Corporation | ||||||||||
| 3400 Resevoir Oval East | Bronx | NY | 10467 | 133109387 | Community Ser | NY | 501(c)(3) | 11 Type 2 | MMC | Yes (true) |
| Gunhill MRI PC | ||||||||||
| 200 East Gunhill Road | Bronx | NY | 10467 | 133734486 | Diag Services | NY | 501(c)(3) | 11 Type 1 | MMC | Yes (true) |
| Montefiore North Ambulatory Care Center | ||||||||||
| 4134 Bronx Blvd | Bronx | NY | 10466 | 010796859 | Amb Services | NY | 501(c)(3) | 3 | MHS | Yes (true) |
| Montefiore New Rochelle Hospital | ||||||||||
| 16 Guion Place | New Rochelle | NY | 10801 | 462931956 | Hospital | NY | 501(c)(3) | 3 | MHS | Yes (true) |
| Montefiore Mount Vernon Hospital | ||||||||||
| 12 North Seventh Avenue | Mount Vernon | NY | 10550 | 462916938 | Hospital | NY | 501(c)(3) | 3 | MHS | Yes (true) |
| Schaffer Extended Care Center | ||||||||||
| 16 Guion Place | New Rochelle | NY | 10801 | 462929888 | Nursing Home | NY | 501(c)(3) | 9 | MHS | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Univerity Behavioral Associates Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133877781 | Mgmt Services | NY | MHS | C Corp | $5,396,006 | $4,454,064 | 1.00000 | Yes (true) |
| The Montefiore IPA Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 134114915 | Managed Care | NY | MMC | C Corp | Yes (true) | |||
| MMC GI Holdings East Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610013 | Holding Company | NY | MMC | C Corp | Yes (true) | |||
| MMC GI Holdings West Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 721610015 | Holding Company | NY | MMC | C Corp | Yes (true) | |||
| Montefiore Behavioral Care IPA NO 1 Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 133952750 | Integ Prov Assos | NY | MMC | C Corp | Yes (true) | |||
| Bronx Accountable Care Network IPA Inc | ||||||||||||
| 111 East 210th Street | Bronx | NY | 10467 | 300689571 | Managed Care | NY | MMC | C Corp | Yes (true) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (20 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTEFIORE MEDICAL CENTER | ||
| C | $11,060,000 | COST |
| MONTEFIORE MEDICAL CENTER | ||
| S | $22,386,666 | COST |
| MONTEFIORE MEDICAL CENTER | ||
| L | $2,816,921 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| L | $129,716 | COST |
| MONTEFIORE MEDICAL CENTER | ||
| E | $86,219,878 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| D | $13,809,784 | COST |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||
| D | $7,148,590 | COST |
| SCHAFFER EXTENDED CARE CENTER | ||
| D | $1,843,495 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| J | $427,777 | COST |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||
| J | $325,417 | COST |
| SCHAFFER EXTENDED CARE CENTER | ||
| J | $150,181 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| A | $65,166 | COST |
| MONTEFIORE MEDICAL CENTER | ||
| M | $700,000 | COST |
| MONTEFIORE MEDICAL CENTER | ||
| P | $673,072 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| Q | $7,172,871 | COST |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||
| Q | $7,270,841 | COST |
| SCHAFFER EXTENDED CARE CENTER | ||
| Q | $3,863,971 | COST |
| MONTEFIORE NEW ROCHELLE HOSPITAL | ||
| B | $300,000 | COST |
| MONTEFIORE MOUNT VERNON HOSPITAL | ||
| B | $150,000 | COST |
| SCHAFFER EXTENDED CARE CENTER | ||
| B | $110,000 | COST |