NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING (EIN 13-1624135)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201103159349300245
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T11:41:19-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New York Society for the Relief | BusinessNameLine1 |
| Business Name Line2 | of the Ruptured and Crippled Maintaining the | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWY | NameControl |
| Phone | 2126061000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH ST STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACEY MALAKOFF | Name |
| Title | EXECUTIVE VP & CFO | Title |
| Date Signed | 2011-11-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOUIS SHAPIRO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 668985600 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hss.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1863 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL, AND ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY, AND THEIR RELATED DISCIPLINES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3895 | TotalNbrEmployees |
| Total Nbr Volunteers | 340 | TotalNbrVolunteers |
| Total Gross UBI | 336174 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -8988 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 44626203 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44853465 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 517506174 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 574090241 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -9248168 | InvestmentIncomePriorYear |
| Investment Income Current Year | 511041 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32221472 | OtherRevenuePriorYear |
| Other Revenue Current Year | 33895459 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 585105681 | TotalRevenuePriorYear |
| Total Revenue Current Year | 653350206 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 286926035 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 313635075 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 266069284 | OtherExpensePriorYear |
| Other Expenses Current Year | 286495810 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 552995319 | TotalExpensesPriorYear |
| Total Expenses Current Year | 600130885 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 32110362 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 53219321 | RevenuesLessExpensesCY |
| Total Assets BOY | 678214280 | TotalAssetsBOY |
| Total Assets EOY | 791821780 | TotalAssetsEOY |
| Total Liabilities BOY | 329591726 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 378766335 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 348622554 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 413055445 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF HOSPITAL FOR SPECIAL SURGERY IS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL AND TO ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEYMATOLOGY, AND THEIR RELATED DISCIPLINES THROUGH RESEARCH AND EDUCATION. WE DO THIS REGARDLESS OF RACE, COLOR, CREED, SEXUAL ORIENTATION, OR ETHNIC ORIGIN. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 469930914 | Expense |
| Grants | 0 | Grants |
| Revenue | 570090715 | Revenue |
| Description | PATIENT CARE: HOSPITAL FOR SPECIAL SURGERY IS COMMITTED TO PROVIDING WORLD-CLASS CARE TO ITS PATIENTS AND HELPING THEM TO REGAIN THEIR MOBILITY, WHILE ALSO ADVANCING RESEARCH INITIATIVES TO EXPLORE AND IMPROVE TREATMENTS FOR ORTHOPEDIC AND RHEUMATOLOGIC CONDITIONS. IN 2010, HOSPITAL FOR SPECIAL SURGERY OPERATED 172 STAFFED BEDS (162 STAFFED BEDS PRIOR TO JULY 16, 2010) AND 29 OPERATING ROOMS (28 PRIOR TO MARCH 2010). WE PERFORMED 25,160 SURGERIES, AN INCREASE OF 1,014 OVER THE PRIOR YEAR, WHILE NON-SURGICAL OUTPATIENT VISITS NUMBERED 305,069, 11,702 MORE THAN 2009. HOSPITAL FOR SPECIAL SURGERY PROVIDED INPATIENT CARE TO 13,535 PATIENTS, 575 MORE THAN LAST YEAR. OF THOSE IN 2010, 13,114 WERE SURGICAL. TOTAL AMBULATORY SURGICAL CASES NUMBERED 11,712, AN INCREASE OF 421 FROM 2009. THE HOSPITAL HAS A DIVERSE PATIENT POPULATION SERVING THOSE WITH PUBLIC INSURANCE (MEDICARE AND MEDICAID), PRIVATE INSURANCE (VARIOUS PAYORS) AND THE UNINSURED. THE HOSPITAL MAINTAINS A FINANCIAL ASSISTANCE PROGRAM TO ASSIST THOSE THAT CAN NOT PAY FOR ITS SERVICES AND PROVIDES NUMEROUS OTHER COMMUNITY BENEFIT PROGRAMS. HOSPITAL FOR SPECIAL SURGERY IS ALSO RECOGNIZED AS A MAGNET HOSPITAL FOR EXCELLENCE IN NURSING CARE. THE HOSPITAL IS RECOGNIZED FOR ITS EXCELLENCE IN PATIENT CARE AND IS CONSISTENTLY RANKED BY U.S. NEWS AND WORLD REPORT IN ITS SPECIALTIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32888716 | Expense |
| Grants | 0 | Grants |
| Revenue | 30277216 | Revenue |
| Description | RESEARCH: The Research Division of Hospital for Special Surgery continued its activities in 2010 toward enhancing and expanding our research in musculoskeletal diseases. Research at Hospital for Special Surgery works to advance the understanding and treatment of musculoskeletal disorders through basic, translational and clinical research and education. The goals are to identify genetic, environmental, cellular, structural and molecular mechanisms underlying disorders important in orthopedics, rheumatology and related disciplines and to discover effective approaches for diagnosis prevention, and treatment of these disorders. The Research Division is funded by an operating budget of $35 million, supported in part by approximately $23 million in extramural funds, including 63 NIH grants. This research resulted in 271 publications from 86 scientists in 2010. Highlights for 2010 include: Translating scientific discoveries into clinical practice, expanding the osteoarthritis (OA) initiative designed to foster cross disciplinary research relevant to OA and planning an international conference on orthopedic device registries, patient registry and repository expansion for various morbidities and medical device therapeutics. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20899353 | Expense |
| Grants | 0 | Grants |
| Revenue | 7281595 | Revenue |
| Description | EDUCATION AND ACADEMIC AFFAIRS: The Hospital for Special Surgery Education & Academic Affairs Division continued to make strides towards the mission to be "The Most Trusted Educator" in the field of Musculoskeletal Medicine for patients, physicians, allied health professionals and the general public. In 2010 we strengthened strategic partnerships with our 23 education and academic affairs advisory committees and institutional partners, as well as furthering external community relations, which are now global in scope. The Hospital's Education & Academic Affairs Division trained 41 residents, 70 fellows, and 107 medical students, and credentialed 206 in-rotators and 240 consults. In addition we reached a total of 34,092 participants through education programs. This is a 26% increase from 2009, in which we disseminated state-of-the-art education programs through our establishment of ACGME Programs, CME accredited activities, Bioskills Education Laboratory sessions, International Learning and Training Center initiatives, Kim Barrett Memorial Medical Library users, and Public and Patient Education constituents. We continue to set the highest standard with our ACCME accredited programs with accreditation and facilitation of 14 live CME activities, 17 regularly scheduled sessions and providing 30,206 CME credits. In 2010, we continued to identify quality performance initiatives that will be integrated into CME programs for our faculty and house staff in 2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 523718983 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | false | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 255 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3895 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARC GOULD | NamePerson |
| Telephone Number | 2126061323 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mathias Bostrom | ||||||||
| Assistant Attending | 13.38 | X | 191099 | 0 | 29079 | |||
| Scott Rodeo | ||||||||
| Attending Physician | 54.83 | X | 1100676 | 0 | 48325 | |||
| Russell Warren | ||||||||
| Attending Physician | 5.18 | X | 77383 | 0 | 26645 | |||
| Philip Wilson Jr | ||||||||
| Attending Physician | 1.21 | X | 0 | 90934 | 24403 | |||
| Atiim Barber | ||||||||
| Member | 1.65 | X | 0 | 0 | 0 | |||
| James M Benson | ||||||||
| Member | 0.37 | X | 0 | 0 | 0 | |||
| Richard A Brand MD | ||||||||
| Member | 0.59 | X | 0 | 0 | 0 | |||
| Peter L Briger Jr | ||||||||
| Member | 1.17 | X | 0 | 0 | 0 | |||
| Michael Brooks | ||||||||
| Member | 0.77 | X | 0 | 0 | 0 | |||
| Charles Coleman III | ||||||||
| Member | 0.97 | X | 0 | 0 | 0 | |||
| Leslie Cornfeld | ||||||||
| Member | 1.31 | X | 0 | 0 | 0 | |||
| Cynthia Foster Curry | ||||||||
| Member | 1.65 | X | 0 | 0 | 0 | |||
| Barrie M Damson | ||||||||
| Member | 2.8 | X | 0 | 0 | 0 | |||
| James G Dinan | ||||||||
| Member | 0.75 | X | 0 | 0 | 0 | |||
| Winfield P Jones | ||||||||
| Member | 0.82 | X | 0 | 0 | 0 | |||
| Monica Keany | ||||||||
| Member | 0.55 | X | 0 | 0 | 0 | |||
| David H Koch | ||||||||
| Member | 0.59 | X | 0 | 0 | 0 | |||
| Lara Lerner | ||||||||
| Member | 0.48 | X | 0 | 0 | 0 | |||
| Marylin B Levitt | ||||||||
| Member | 4.48 | X | 0 | 0 | 0 | |||
| Alan S MacDonald | ||||||||
| Member | 1.08 | X | 0 | 0 | 0 | |||
| David M Madden | ||||||||
| Member | 0.59 | X | 0 | 0 | 0 | |||
| Richard L Menschel | ||||||||
| Chairman, Emeritus | 5.85 | X | 0 | 0 | 0 | |||
| Carl F Nathan MD | ||||||||
| Member | 2.36 | X | 0 | 0 | 0 | |||
| Dean R O'Hare | ||||||||
| Co-Chair | 13.99 | X | 0 | 0 | 0 | |||
| Aldo Papone | ||||||||
| Co-Chair | 13.99 | X | 0 | 0 | 0 | |||
| Gordon Pattee | ||||||||
| Member | 0.37 | X | 0 | 0 | 0 | |||
| Charlton Reynders Jr | ||||||||
| Member | 1.26 | X | 0 | 0 | 0 | |||
| Susan W Rose | ||||||||
| Member | 3.88 | X | 0 | 0 | 0 | |||
| William R Salomon | ||||||||
| Member | 1.67 | X | 0 | 0 | 0 | |||
| Jonathan Sobel | ||||||||
| Member | 1.87 | X | 0 | 0 | 0 | |||
| Robert K Steel | ||||||||
| Member | 1.4 | X | 0 | 0 | 0 | |||
| Daniel G Tully | ||||||||
| Vice Chair | 7.37 | X | 0 | 0 | 0 | |||
| Mrs Douglas A Warner III | ||||||||
| Member | 5.58 | X | 0 | 0 | 0 | |||
| Torsten N Wiesel MD | ||||||||
| Member | 0.64 | X | 0 | 0 | 0 | |||
| Kendrick R Wilson III | ||||||||
| Member | 7.28 | X | 0 | 0 | 0 | |||
| Ellen M Wright | ||||||||
| Member | 2.41 | X | 0 | 0 | 0 | |||
| Louis A Shapiro | ||||||||
| President & Chief Exec Officer | 47.5 | X | 2031024 | 527756 | 57289 | X | ||
| Mary Crow | ||||||||
| Physician-in-Chief | 60.0 | X | 586885 | 0 | 34185 | |||
| Anne Ehrenkranz | ||||||||
| Member | 0.48 | X | 0 | 0 | 0 | |||
| Michael Esposito | ||||||||
| Member | 0.07 | X | 0 | 0 | 0 | |||
| Thomas J Kelly | ||||||||
| Member | 0.37 | X | 0 | 0 | 0 | |||
| Charles Cornell | ||||||||
| Attending Physician | 19.16 | X | 217222 | 0 | 40461 | |||
| Steven Goldring | ||||||||
| Chief Scientific Officer | 60.0 | X | 596181 | 0 | 43671 | |||
| Gregory Liguori | ||||||||
| Attending Physician | 33.24 | X | 469265 | 0 | 49345 | |||
| Stephen Paget | ||||||||
| Physician-in-Chief | 60.0 | X | 976686 | 0 | 58795 | |||
| Thomas Sculco | ||||||||
| Surgeon-in-Chief & Medical Dir | 57.25 | X | 1662756 | 0 | 45884 | |||
| Stacey Malakoff | ||||||||
| Exec VP & Chief Fin Officer | 50.5 | 1191452 | 220256 | 46090 | X | |||
| Constance B Margolin | ||||||||
| Senior VP & Secretary | 50.5 | 512659 | 90469 | 40040 | X | |||
| Deborah Sale | ||||||||
| Exec VP - External Affairs | 21.0 | 265537 | 493140 | 64328 | X | |||
| Lisa Goldstein | ||||||||
| Executive VP & COO | 52.2 | 1184837 | 177045 | 47881 | X | |||
| Ralph Bianco | ||||||||
| Vice President | 54.0 | 374511 | 41612 | 50342 | X | |||
| Stephanie Goldberg | ||||||||
| Vice President | 60.0 | 477781 | 0 | 35612 | X | |||
| Helen Pavlov | ||||||||
| ATTENDING PHYSICIAN | 60.0 | 1272630 | 0 | 59958 | X | |||
| Friedrich Boettner | ||||||||
| Attending Physician | 60.41 | 1562486 | 0 | 46950 | X | |||
| Jordan Metzi | ||||||||
| Attending Physician | 71.78 | 1384407 | 0 | 36039 | X | |||
| James Farmer | ||||||||
| Attending Physician | 62.79 | 1213596 | 0 | 49272 | X | |||
| Edward Craig | ||||||||
| Attending Phsician | 45.68 | 1034974 | 0 | 64392 | X | |||
| Hollis Potter | ||||||||
| Attending Physician | 52.96 | 1029286 | 0 | 60433 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19413333 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1641212 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1059419 | TotalOtherCompensation |
| Number Individuals GT100 K | 574 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | LEGAL SERVICES | 2031543 |
| PROPOCO INC | |||||
| 220 WEST GERMANTOWN PIKE | PLYMOUTH MEETING | PA | 19462 | HSKPNG/CLEANING | 1465511 |
| SPECIALTY MANAGEMENT | |||||
| PO BOX 68 | GLEN RIDGE | NJ | 07028 | ENG/MAINT/CONSULTING | 1301873 |
| BILLING SERVICES INC | |||||
| PO BOX 7085 | AMAGANSETT | NY | 11930 | MEDICAL BILLING | 1003883 |
| TM BIER ASSOCIATE | |||||
| 79 HAZEL STREET | GLEN COVE | NY | 11542 | BUILDING MAINTENANCE | 1003437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 88 | NumberOfContractorsGT100K |
| Related Organizations | 445763 | RelatedOrganizations |
| Government Grants | 15128717 | GovernmentGrants |
| All Other Contributions | 29278985 | AllOtherContributions |
| Total Contributions | 44853465 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET INPATIENT REVENUE | 622110 | 333345692 | 333345692 |
| NET OUTPATIENT REVENUE | 622110 | 203489591 | 203489591 |
| PROFESSIONAL FEES | 622110 | 37254958 | 37254958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 574090241 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2512687 | TotalRevenueColumn |
| Exclusion | $2,512,687 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13633748 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15635394 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2001646 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2001646 | TotalRevenueColumn |
| Exclusion | -$2,001,646 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RECOVERIES-EXPENSES | 900099 | 16696721 | 16696721 | |
| RECOVERIES-MD RELATED EXP | 900099 | 9854984 | 9854984 | |
| MISCELLANEOUS | 900099 | 7343754 | 7007580 | 336174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33895459 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 653350206 | TotalRevenueColumn |
| Related Or Exempt Function Income | 607649526 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 336174 | UnrelatedBusinessRevenue |
| Exclusion | $511,041 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13889063 | Total |
| Program Services | 4615577 | ProgramServices |
| Management And General | 9273486 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229434542 | Total |
| Program Services | 209095506 | ProgramServices |
| Management And General | 20339036 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14509025 | Total |
| Program Services | 13296239 | ProgramServices |
| Management And General | 1212786 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38589546 | Total |
| Program Services | 33893192 | ProgramServices |
| Management And General | 4696354 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17212899 | Total |
| Program Services | 15118086 | ProgramServices |
| Management And General | 2094813 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3721265 | Total |
| Program Services | 850620 | ProgramServices |
| Management And General | 2870645 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2369784 | Total |
| Management And General | 2369784 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339252 | Total |
| Management And General | 339252 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60006 | Total |
| Management And General | 60006 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Management And General | 200000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7293422 | Total |
| Program Services | 6477580 | ProgramServices |
| Management And General | 815842 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6550510 | Total |
| Management And General | 6550510 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120466669 | Total |
| Program Services | 116892027 | ProgramServices |
| Management And General | 3574642 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6433394 | Total |
| Management And General | 6433394 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30651030 | Total |
| Program Services | 28011917 | ProgramServices |
| Management And General | 2639113 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1284426 | Total |
| Program Services | 765699 | ProgramServices |
| Management And General | 518727 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8880126 | Total |
| Program Services | 7737048 | ProgramServices |
| Management And General | 1143078 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34368945 | Total |
| Program Services | 30223363 | ProgramServices |
| Management And General | 4145582 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25100079 | Total |
| Program Services | 21344092 | ProgramServices |
| Management And General | 3755987 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESEARCH (NET OF RECOVERIES) | 15652778 | 15652778 | |
| BAD DEBT | 6547592 | 6547592 | |
| MISCELLANEOUS | 16576532 | 13197667 | 3378865 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600130885 | Total |
| Program Services | 523718983 | ProgramServices |
| Management And General | 76411902 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41214210 | BOY |
| EOY | 47756791 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2371229 | BOY |
| EOY | 273000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30615456 | BOY |
| EOY | 25563894 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61950546 | BOY |
| EOY | 65155774 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2840127 | BOY |
| EOY | 2664066 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13037130 | BOY |
| EOY | 12089551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 678978943 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 353297292 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289428877 | BOY |
| EOY | 325681651 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160775968 | BOY |
| EOY | 215140473 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48445040 | BOY |
| EOY | 64290907 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820000 | BOY |
| EOY | 820000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26715697 | BOY |
| EOY | 32385673 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678214280 | BOY |
| EOY | 791821780 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60516707 | BOY |
| EOY | 60684481 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176621384 | BOY |
| EOY | 207031244 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19908379 | BOY |
| EOY | 20970882 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72545256 | BOY |
| EOY | 90079728 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329591726 | BOY |
| EOY | 378766335 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180504381 | BOY |
| EOY | 227555492 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92258672 | BOY |
| EOY | 103454592 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75859501 | BOY |
| EOY | 82045361 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348622554 | BOY |
| EOY | 413055445 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678214280 | BOY |
| EOY | 791821780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 53219321 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11213570 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60006 | FilingOrganizationsTotals |
| Affiliated Group Totals | 210006 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60006 | FilingOrganizationsTotals |
| Affiliated Group Totals | 210006 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 600070879 | FilingOrganizationsTotals |
| Affiliated Group Totals | 606229263 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 600130885 | FilingOrganizationsTotals |
| Affiliated Group Totals | 606439269 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 366355 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 48000 | CurrentYearMinus3 |
| Current Year Minus2 | 48000 | CurrentYearMinus2 |
| Current Year Minus1 | 74044 | CurrentYearMinus1 |
| Current Year | 60006 | CurrentYear |
| Total | 230050 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 168118173 | BeginningOfYearBalance |
| Contributions | 57163090 | Contributions |
| Investment Earnings Or Losses | 13957679 | InvestmentEarningsOrLosses |
| Other Expenditures | 53738989 | OtherExpenditures |
| End Of Year Balance | 185499953 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148902627 | BeginningOfYearBalance |
| Contributions | 48780653 | Contributions |
| Investment Earnings Or Losses | 19262521 | InvestmentEarningsOrLosses |
| Other Expenditures | 48827628 | OtherExpenditures |
| End Of Year Balance | 168118173 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 169382764 | BeginningOfYearBalance |
| Contributions | 64862396 | Contributions |
| Investment Earnings Or Losses | -28190709 | InvestmentEarningsOrLosses |
| Other Expenditures | 57151824 | OtherExpenditures |
| End Of Year Balance | 148902627 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.44000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.56000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 223403 | OtherCostOrOtherBasis |
| Book Value | 223403 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 377413136 | OtherCostOrOtherBasis |
| Depreciation | 189312383 | Depreciation |
| Book Value | 188100753 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 238465587 | OtherCostOrOtherBasis |
| Depreciation | 163984909 | Depreciation |
| Book Value | 74480678 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62876817 | OtherCostOrOtherBasis |
| Book Value | 62876817 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 325681651 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 64290907 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Closely Held Equity Interests | CloselyHeldEquityInterests | |
| Total Of Book Value Securities | 64290907 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO THIRD PARTY PAYORS | $34,524,214 |
| ACCRUED POST-RETIRE HEALTH CAR | $3,654,000 |
| OTHER ACCRUED LIABILITIES | $10,060,685 |
| DEFINED BENEFIT PENSION PLAN | $41,840,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 90079728 | TotalOfAmounts |
| Total Revenue | 653350206 | TotalRevenue |
| Total Expenses | 600130885 | TotalExpenses |
| Excess Or Deficit For Year | 53219321 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19793879 | NetUnrealizedGLOnInvestments |
| Other | -$8,580,309 | OtherAmount |
| Total Adjustments | 11213570 | TotalAdjustments |
| Excess Or Deficit Per FS | 64432891 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 651647735 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4718855 | NetUnrealizedGainsInvestments |
| Other Revenues | 51761142 | OtherRevenues |
| Revenue Not Rptd F990 | 56479997 | RevenueNotRptdF990 |
| Revenue Subtotal | 595167738 | RevenueSubtotal |
| Other Revenues Not Included | 58182468 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 58182468 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 653350206 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 600130885 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 600130885 | ExpensesSubtotal |
| Total Expenses Per Form990 | 600130885 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | PART V, LINE 4: THE HOSPITAL'S ENDOWMENTS INCLUDE RESTRICTED (RESEARCH OR SPECIFIC PURPOSE) AND UNRESTRICTED ENDOWMENTS. TEMPORARILY RESTRICTED FUNDS ARE USED FOR RESEARCH, EDUCATION, PATIENT NEEDS, OR RELATED ADMINISTRATIVE ACTIVITIES IN ACCORDANCE WITH DONOR RESTRICTIONS. PART X: NO FOOTNOTE REPORTING THE HOSPITAL'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 WAS INCLUDED IN THE 2010 FINANCIAL STATEMENTS REPORTING, AS THERE WAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740. PART XI, LINE 8: REPRESENTS CHANGE IN DEFINED BENEFIT PENSION AND OTHER RETIREMENT PLAN LIABILITY TO BE RECOGNIZED IN FUTURE PERIODS, AND CHANGE IN INTEREST IN HSS FUND INC. PART XII, LINE 2D: REPRESENTS TRANSFERS FROM SPECIAL PURPOSE FUNDS AND NET ASSETS RELEASED FROM RESTRICTIONS FOR RESEARCH OPERATIONS AND EQUITY EARNING OF ALTERNATIVE INVESTMENTS INCLUDED IN UNRESTRICTED PORTFOLIO NET CHANGE IN UNREALIZED LOSSES ON SECURITIES INCLUDED IN ACCOUNTS MANAGED BY EXTERNAL PARTIES. XII, LINE 4B: REPRESENTS CONTRIBUTIONS TO SPECIFIFIC PURPOSE FUNDS, CONTRIBUTIONS TO ENDOWMENT FUNDS, CONTRIBUTIONS TO PLANT REPLACEMENT & REPLACEMENT FUNDS, FOUNDATION AND INSTITUTIONAL GRANTS (INCLUDES FUND, INC. CONTRIBUTIONS), GOVERNMENT GRANTS, RESTRICTED INVESTMENT INCOME, AND RESTRICTED (LOSS). | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|
| Central America and the Caribbean | Investments | 8713028 | ||
| Central America and the Caribbean | MEDICAL INSURANCE | 15909959 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 24622987 | SubtotalAmountSpent |
| Total Amount Spent | 24622987 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Supplemental Information | Identifier |
| Explanation | Health Education The Hospital reimburses its physicians and scientists for attending conferences, some of which may be outside of the United States. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4765877 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 650917 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4114960 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00690 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17445486 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14886372 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2559114 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00430 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 22211363 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 15537289 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6674074 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01120 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2226277 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 433914 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1792363 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00300 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 34191047 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7281595 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 26909452 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04520 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 39241722 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3373554 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 35868168 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06020 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 75659046 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11089063 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 64569983 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10830 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 97870409 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 26626352 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 71244057 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.11950 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $1,749,150 | BadDebtExpenseAmount |
| Amount Attributable To | 1189422 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 115584575 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 125737612 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -10153037 | MedicareSurplusOrShortfall |
| Costing Methodology Used | CostingMethodologyUsed | |
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL FOR SPECIAL SURGERY | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 EAST 70TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL FOR SPECIAL SURGERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 3 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (3 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | ||||
| 635 MADISON AVENUE | NEW YORK | NY | 10022 | AFFILIATED PHYSICIAN OFFICE |
| HOSPITAL FOR SPECIAL SURGERY | ||||
| 333 EARLE OVINGTON BLVD | UNIONDALE | NY | 11553 | AFFILIATED PHYSICIAN OFFICE |
| HOSPITAL FOR SPECIAL SURGERY | ||||
| 143 SOUND BEACH AVE | GREENWICH | CT | 06870 | AFFILIATED PHYSICIAN OFFICE |
Form990 Schedule H Part VI Form990ScheduleHPartVI (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Information | Required Descriptions | Part I, Line 3A &3b Free care is provided to pediatric patients for clinic and diagnostic services whose family income is 100% or below the Federal Poverty Guidelines. Adult patients with family income 100% or below the Federal Poverty Guidelines are charged a nominal fee. Discounted care is provided to all other patients on a sliding scale basis whose family income is at or below 500% of The Federal Poverty Guidelines. Part I, Line 7, Column F: 2010 bad debt expense presented on the 2010 audited financial statements was $6,547,592. This included an amount of $2,375,000 for a specific case that was expected to be uncollectible. In 2011, subsequent to the issuance of the audited financial statements, payment was received on this specific case. Therefore, for purposes of Schedule H, Bad Debt Expense has been adjusted to exclude the reserve for the specific case. Adjusted Bad Debt Expense is $4,172,592. Part III, Line 4: A cost to charge ratio of 41.92% as calculated per the applicable Form 990 instructions was applied to the bad Debt Expense (at charges) of $4,172,592 to calculate the bad debt expense of $1,749,150 at cost. The uncompensated care text of the footnote to the organization's financial statement states, "As a matter of policy, the Hospital provides significant amounts of partially or totally uncompensated patient care. For Accounting purposes, such uncompensated care is treated either as charity care under the Hospital's Financial Assistance Policy or as Bad Debt Expense. The Hospital's Financial Assistance Policy ensures the provision of quality health care to the community served while carefully considering and taking into account the ability of the patient to pay. The Hospital's Financial Assistance Program's eligibility threshold is 500% of the Federal Poverty Guidelines, which is in excess of the New York State minimum requirements of 300%. The Hospital has defined charity care for accounting and disclosure purposes as the difference between its customary charges and the discounted rates given to patients in need of financial assistance. As the collection of amounts determined to qualify as charity is not pursued, such amounts are not reported as revenue. Patients who do not qualify for discounted fees are billed at the Hospital's established charges. Uncollected balances for these patients are categorized as bad debts. Total uncompensated care in 2010 and 2009 for all patient services aggregated approximately $10.4 million and $5.9 million respectively. In addition, the Hospital operates its clinics at a loss, to help meet the needs of low income and uninsured individuals, and also operates numerous outreach and education programs which benefit the communities it serves." Part III, Line 8: Over 40% of the Hospital's inpatient population is represented by Medicare. The Medicare shortfall of $10,153,037 as reported in Part III, Line 7 was calculated using Medicare cost reporting principles and a cost to charge ratio methodology. The Medicare shortfall should be considered as a community benefit because the Hospital is providing care to these patients with full knowledge that the Medicare reimbursement will not cover the cost of providing care to these residents of our community. Part III, Line 9B: Self pay balances, including those balances due after payment from an insurance carrier and the patient responsibility portion related to financial assistance after the discount has been applied, are handled according to the following policy: All patients are billed using standard cycles including the issuance of a detailed bill, collection letters and/or telephone calls, and then transfer to a "pre-collection status." These collection efforts are documented electronically in the patient's file. During the pre-collection phase, additional telephone calls and/or letters are made to attempt to collect payment in full. If unsuccessful, the account is transferred to a professional collection agency, no less than 120 days after the original self pay billing date. These reasonable collection efforts include all patient accounts, for both Medicare and non-Medicare patients. Medicare and non-Medicare accounts are recorded separately. Payments received by the collection agency reduce the amount recorded as Bad Debt. It is the Hospital's practice not to file suit, attach assets, or pursue liens. In certain instances, in coordination with the Hospital's internal legal counsel, the Hospital may take such measures if deemed warranted. Payment arrangements: if patients are unable to pay the entire balance in full, payment arrangements of monthly payment will be offered. Under such arrangements, accounts are typically paid in full within six to twelve months unless otherwise extended as part of the financial assistance program. A confirmation letter will be sent within 5 days, explaining the terms of the agreement. If monthly payment is missed, the account will progress to the next stage in the cycle. |
| Supplemental Information | Needs Assessment | Hospital for Special Surgery's needs assessment process incorporates relevant National, State, and City health data, goals, and priorities. The Hospital utilizes the US Government Report, Healthy People 2010, which sets broad-based goals and objectives to expand Americans access to care, and to eliminate health disparities by age, gender, race, or disabilities, and pays special attention to information regarding the needs of all New Yorkers. The Hospital routinely conducts needs assessments among key groups in its community, on which to base multi-year programs. Other needs assessment data is gathered through a rigorous evaluation process of public programs. All Hospital public and patient education programs include participant questionnaires, and the feedback from these are tabulated, evaluated, and used in formulating new or refined offerings for the public health. Further, the Hospital's Service Excellence Council Reviews Press Ganey monthly patient comments and quarterly reports, and along with departmental managers and multidisciplinary teams develops improvements in services based on this feedback of patients' needs. Finally, to ensure the range of needs is interpreted at the highest level of management, The Board of Trustees receives and reviews ongoing reports that include results of patients' satisfaction surveys and a summary of the hospital-wide quality assessment and performance improvement program. |
| Supplemental Information | Patient Education of Eligibility for Assistance: | Information about the availability of the Financial Assistance Program is posted in signage in all areas of the Hospital and ancillary service locations where a patient is registered for services. Information is also posted on the Hospital's web-site. Any Hospital bill received by the patient for service contains information on the availability of the Financial Assistance Program. Additionally, any bill sent to a patient by the Hospital or the Hospital's collection service contains information on the availability of the Financial Assistance Program. All registration, customer service, and patient accounting staff are trained on the availability of the program and instructed on how and when to communicate this information. The Financial Assistance Counselor informs patients if they qualify for free or low-cost health insurance such as Medicaid, Child Health Plus, and Family Health Plus, and makes the eligibility determination for the HSS Financial Assistance Program. The Counselor assists the patient in filling out all the forms. |
| Supplemental Information | Community Information: | The Hospital for Special Surgery's community is defined by the five boroughs. The suburban counties in New York, New Jersey and Connecticut also comprise our secondary service area. The immediate community is defined by New York City's Community Board #8, which extends from 59th Street to 96th Street and East from Fifth Avenue to the East River. HSS patients come from many communities locally, regionally, nationally, as well as internationally. Also as a premier research and educational facility, HSS's community is broader than the immediate service area. We address needs of orthopedists and orthopedic scientists on a local, national, and international basis. |
| Supplemental Information | Promotion of Community Health: | Hospital for Special Surgery's Community and Professional Outreach brings information to the community, educational and faith-based organizations, health fairs, and public events, as well as to public schools and health clinics. We reach out to underserved populations and seek to serve and collaborate with organizations to engage communities around major health issues. In 2010, the Hospital sponsored various community outreach programs including the Lupus Line, Lupus Asian Network, Osteoarthritis and Rheumatoid Arthritis Support and Education Program, Osteoporosis Program, and Myositis Support and Education Group. The Hospital also participated in community-based events sponsored by the Arthritis Foundation North East Region and the New York Chapter and The Alliance for Lupus Research's NYC Lupus Walk. The Hospital reached approximately 6,500 individuals through 200 outreach programs and distributed health education materials to over 40,000 individuals. The Hospital is also part of a National Clinical Research Translational Consortium whose goal is to assess and implement the needs of underserved populations in order to develop health programs to diverse cultural communities in the New York City five boroughs. As the Nation's leading Hospital for Orthopedics and Musculoskeletal care, the HSS community is National in that HSS plays a leading role in providing research and education in the treatment of orthopedic and musculoskeletal illness and conditions. |
| Supplemental Information | State Filing of Community Benefit Report | The Hospital files a community benefit report in the State of New York. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mathias Bostrom | |||||||||||||
| 191099 | 0 | 0 | 0 | 0 | 0 | 18093 | 0 | 10986 | 0 | 220178 | 0 | 0 | 0 |
| Scott Rodeo | |||||||||||||
| 348829 | 0 | 0 | 0 | 751847 | 0 | 22050 | 0 | 26275 | 0 | 1149001 | 0 | 0 | 0 |
| Louis A Shapiro | |||||||||||||
| 793772 | 198443 | 1212000 | 303000 | 25252 | 26313 | 14700 | 3675 | 31131 | 7783 | 2076855 | 539214 | 0 | 0 |
| Stacey Malakoff | |||||||||||||
| 571358 | 100828 | 594600 | 104929 | 25494 | 14499 | 18743 | 3308 | 20433 | 3606 | 1230628 | 227170 | 0 | 0 |
| Constance B Margolin | |||||||||||||
| 377391 | 66598 | 123236 | 21748 | 12032 | 2123 | 18743 | 3308 | 15291 | 2698 | 546693 | 96475 | 0 | 0 |
| Deborah Sale | |||||||||||||
| 131834 | 244834 | 133106 | 247198 | 597 | 1108 | 7718 | 14333 | 14797 | 27480 | 288052 | 534953 | 0 | 0 |
| Ralph Bianco | |||||||||||||
| 282880 | 31431 | 85933 | 9548 | 5698 | 633 | 19845 | 2205 | 25463 | 2829 | 419819 | 46646 | 0 | 0 |
| Stephanie Goldberg | |||||||||||||
| 352887 | 0 | 124875 | 0 | 19 | 0 | 18375 | 0 | 17237 | 0 | 513393 | 0 | 0 | 0 |
| Helen Pavlov | |||||||||||||
| 316538 | 0 | 347897 | 0 | 608195 | 0 | 22050 | 0 | 37908 | 0 | 1332588 | 0 | 0 | 0 |
| Mary Crow | |||||||||||||
| 441314 | 0 | 143750 | 0 | 1821 | 0 | 22050 | 0 | 12135 | 0 | 621070 | 0 | 0 | 0 |
| Lisa Goldstein | |||||||||||||
| 584720 | 87372 | 579928 | 86656 | 20189 | 3017 | 19184 | 2867 | 22472 | 3358 | 1226493 | 183270 | 0 | 0 |
| Friedrich Boettner | |||||||||||||
| 293940 | 0 | 0 | 0 | 1268546 | 0 | 18375 | 0 | 28575 | 0 | 1609436 | 0 | 0 | 0 |
| Jordan Metzi | |||||||||||||
| 163928 | 0 | 0 | 0 | 1220479 | 0 | 22050 | 0 | 13989 | 0 | 1420446 | 0 | 0 | 0 |
| James Farmer | |||||||||||||
| 420100 | 0 | 0 | 0 | 793496 | 0 | 22050 | 0 | 27222 | 0 | 1262868 | 0 | 0 | 0 |
| Edward Craig | |||||||||||||
| 268580 | 0 | 0 | 0 | 766394 | 0 | 22050 | 0 | 42342 | 0 | 1099366 | 0 | 0 | 0 |
| Hollis Potter | |||||||||||||
| 202580 | 0 | 0 | 0 | 826706 | 0 | 22050 | 0 | 38383 | 0 | 1089719 | 0 | 0 | 0 |
| Charles Cornell | |||||||||||||
| 216340 | 0 | 0 | 0 | 882 | 0 | 19800 | 0 | 20661 | 0 | 257683 | 0 | 0 | 0 |
| Steven Goldring | |||||||||||||
| 464580 | 0 | 129001 | 0 | 2600 | 0 | 18375 | 0 | 25296 | 0 | 639852 | 0 | 0 | 0 |
| Gregory Liguori | |||||||||||||
| 408581 | 0 | 60000 | 0 | 684 | 0 | 22050 | 0 | 27295 | 0 | 518610 | 0 | 0 | 0 |
| Stephen Paget | |||||||||||||
| 499690 | 0 | 381250 | 0 | 95746 | 0 | 22050 | 0 | 36745 | 0 | 1035481 | 0 | 0 | 0 |
| Thomas Sculco | |||||||||||||
| 993581 | 0 | 660000 | 0 | 9175 | 0 | 22050 | 0 | 23834 | 0 | 1708640 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | Part I, Line 1A-First Class Travel The HSS travel policy states for business class travel prior approval from the CEO is required and usually only approved if the length of the flight is greater than 5 hours. Upgrade to first class occurs only if business class does not exist. With regards to the CEO and Surgeon-in-Chief travel, the CEO and Surgeon-in-Chief have approval from the Compensation Committee of the Board to fly business class if the flight is greater than 5 hours, in addition on a quarterly basis a committee of the Board of Trustees reviews the CEO's and Surgeon-in-Chief' expenses. Business class or first class travel are not treated as taxable compensation. Part I, Line 5A Certain employed physcians listed on Part VII, Section A, Line 1A receive compensation in part, based on professional service revenue generated from services they personally performed in their individual practices. No Physician is paid compensation contingent upon the organization's overall revenue or net earnings. Part I, Line 6A Performance based incentive awards are paid to officers and key employees based on a number of important quality, satisfaction, efficiency, and financial measures, of which achieving budget is a factor. Part II-Column B(ii) bonus and incentive compensation In 2010, certain executives received a long term incentive payment earned over a three year period, thus distorting the year to year comparison of compensation information. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Dormitory Authority of the State of New York | |||||||
| 146000293 | 64983QPX1 | 2005-10-20 | 63089225 | HOSPITAL EXPANSION & EQUIPMENT | false | false | false |
| Dormitory Authority of the State of New York | |||||||
| 146000293 | 000000000 | 2005-05-19 | 19400000 | TAX EXEMPT EQUIPMENT LEASING | false | false | false |
| Dormitory Authority of the State of New York | |||||||
| 146000293 | 000000000 | 2008-11-25 | 4982850 | TAX EXEMPT EQUIPMENT LEASING | false | false | false |
| Dormitory Authority of the State of New York | |||||||
| 146000293 | 000000000 | 2009-10-15 | 5980000 | TAX EXEMPT EQUIPMENT LEASING | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5530000 | 0 | 64084513 | 4480000 | 2501910 | 0 | 1164214 | 969865 | 0 | 53996553 | 971971 | 0 | 2006 | false | false | true | true |
| 14796738 | 0 | 19400000 | 0 | 0 | 0 | 104500 | 0 | 0 | 19295500 | 0 | 0 | 2005 | false | false | true | true |
| 1640239 | 0 | 4982850 | 0 | 0 | 0 | 42850 | 0 | 0 | 4940000 | 0 | 0 | 2008 | false | false | true | true |
| 1601934 | 0 | 5980000 | 0 | 0 | 0 | 50000 | 0 | 0 | 5930000 | 0 | 0 | 2009 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | true | true | true | 0.00450 | 0.00000 | 0.00450 | true |
| false | false | false | true | true | 0.00140 | 0.00000 | 0.00140 | true |
| false | false | false | true | true | 0.00140 | 0.00000 | 0.00140 | true |
| false | false | false | true | true | 0.00140 | 0.00000 | 0.00140 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| MBIA INC | |||||||
| false | false | false | true | 28. | true | false | false |
| (no name) | |||||||
| false | true | false | false | false | false | ||
| (no name) | |||||||
| false | false | false | false | false | false | ||
| (no name) | |||||||
| false | false | false | false | false | false | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| General Electric Company | |||
| SEE SCHEDULE O | 1465463 | SEE PART V | false |
| Spine Art | |||
| SEE SCHEDULE O | 18500 | SEE PART V | false |
| 143 Sound Beach Avenue Associates | |||
| SEE SCHEDULE O | 317536 | SEE PART V | false |
| American Express | |||
| SEE SCHEDULE O | 39432970 | SEE PART V | false |
| Fortress Investment Group LLC | |||
| SEE SCHEDULE O | 0 | SEE PART V | false |
| Synthes | |||
| SEE SCHEDULE O | 2101655 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | GENERAL ELECTRIC COMPANY ("GE"): MRS. DOUGLAS A. WARNER III, A MEMBER OF HSS' BOARD OF TRUSTEES, IS THE SPOUSE OF A MEMBER OF THE BOARD OF DIRECTORS OF GENERAL ELECTRIC COMPANY ("GE"). HSS HAS HAD A LONG-STANDING BUSINESS RELATIONSHIP WITH GE THAT PRECEDED THE DATE THAT MRS. WARNER JOINED HSS' BOARD OF TRUSTEES, AND MRS. WARNER DOES NOT HAVE ANY ROLE IN THE CONSIDERATION OR ACQUISITION OF GE PRODUCTS. AMOUNT OF TRANSACTION: $1,465,463 DESCRIPTION OF TRANSACTION: IN 2010, HSS PURCHASED MISCELLANEOUS MEDICAL EQUIPMENT FROM GE. SPINE ART: THE BROTHER OF LISA GOLDSTEIN, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER (EVP/COO) OF HSS, WAS A DISTRIBUTOR FOR SPINE ART. HIS RELATIONSHIP WITH SPINE ART WAS DISCONTINUED IN DECEMBER 2010. THE EXECUTIVE VP HAD NO ROLE IN THE CONSIDERATION OR ACQUISITION OF SPINE ART PRODUCTS. AMOUNT OF TRANSACTION: $18,500 DESCRIPTION OF TRANSACTION: SPINE ART IS A COMPANY BASED IN SWITZERLAND AND NEW YORK. SPINE ART DESIGNS AND MARKETS SPINE PRODUCTS INCLUDING FUSION AND MOTION PRESERVATION DEVICES. HSS PURCHASED SPINE PRODUCTS FROM SPINE ART IN 2010. THE EVP'S BROTHER MAY HAVE RECEIVED COMMISSIONS ARISING FROM SUCH PURCHASES (AMOUNT, IF ANY, UNKNOWN). 143 SOUND BEACH AVENUE ASSOCIATES, L.P.: HSS SUBLEASES PHYSICIAN OFFICE SPACE FROM HSS PROPERTIES CORPORATION, AN AFFILIATE, WHICH, IN TURN, LEASES PHYSICIAN OFFICE SPACE FROM 143 SOUND BEACH AVENUE ASSOCIATES, L.P. A SON OF RUSSELL F. WARREN, M.D., THE FORMER SURGEON-IN-CHIEF OF HSS AND AN ELECTED MEMBER OF HSS' BOARD OF TRUSTEES, IS A PART OWNER OF 143 SOUND BEACH AVENUE ASSOCIATES, L.P., THE LESSOR. HSS PROPERTIES CORPORATION ENTERED INTO THE ORIGINAL LEASE IN OCTOBER 2000, FOLLOWING A LENGTHY SEARCH FOR SUITABLE OFFICE SPACE IN THE AREA, AND AFTER AN INDEPENDENT VALUATION OF THE TERMS OF THE LEASE BY A PROFESSIONAL, COMMERCIAL REAL ESTATE FIRM CONFIRMED THE FAIR MARKET VALUE OF THE TERMS. AT THAT TIME, DR. WARREN WAS THE SURGEON-IN-CHIEF OF HSS AND AN EX OFFICIO MEMBER OF HSS' BOARD OF TRUSTEES. THE POTENTIAL CONFLICT OF INTEREST WAS DISCLOSED TO HSS' BOARD OF TRUSTEES AND TO THE BOARD OF TRUSTEES OF HSS PROPERTIES CORPORATION. DR. WARREN RECUSED HIMSELF FROM THE REVIEW, DELIBERATION AND VOTE. THIS SAME DUE DILIGENCE, DISCLOSURE AND REVIEW PROCESS (INCLUDING RECUSAL OF DR. WARREN) WAS FOLLOWED WHEN THE LEASE WAS RENEWED IN JUNE 2010. THE APPROVAL OF THE ORIGINAL LEASE AND OF THE RENEWAL WERE MADE BY THE VOTE OF THE DISINTERESTED MEMBERS OF THE RESPECTIVE BOARDS OF HSS AND HSS PROPERTIES CORPORATION. AMOUNT OF TRANSACTION: $317,536 DESCRIPTION OF TRANSACTION: HSS PROPERTIES CORPORATION (AN AFFILIATE OF HSS) MADE LEASE PAYMENTS IN 2010 FOR PHYSICIAN OFFICE SPACE IT LEASES THAT IS OWNED BY 143 SOUND BEACH AVENUE ASSOCIATES, L.P. HSS PROPERTIES SUBLEASES THE SPACE TO HSS. AMERICAN EXPRESS: ALDO PAPONE, CO-CHAIRMAN OF HSS' BOARD OF TRUSTEES, IS CURRENTLY A SENIOR ADVISOR AT AMERICAN EXPRESS. THE DECISION TO SELECT AMERICAN EXPRESS FOR THE BUYER INITIATED PAYMENT PROGRAM (BIPP) WAS MADE THROUGH A COMPETITIVE BID PROCESS AND INDEPENDENT OF MR. PAPONE. AMOUNT OF TRANSACTION: $39,432,970 DESCRIPTION OF TRANSACTION: IN 2010, HSS PAID ITS PARTICIPATING VENDORS $39,202,311 THROUGH THE AMERICAN EXPRESS BUYER INITIATED PAYMENT PROGRAM (BIPP). THE BIPP IS A PROGRAM NEGOTIATED THROUGH THE GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA). PARTICIPATING VENDORS HAVE THE BENEFIT OF GETTING PAID QUICKER VIA USE OF BIPP AND IN RETURN THE PARTICIPATING VENDORS PAY A FEE TO AMERICAN EXPRESS. HSS RECEIVES A REBATE BASED ON ITS PERCENTAGE OF THE TOTAL AMOUNT SPENT THROUGH THE GYNHA PROGRAM. SEPARATELY FROM THE BIPP PROGRAM, HSS INCURRED BUSINESS RELATED CHARGES OF $230,659 USING HSS' AMERICAN EXPRESS CORPORATE CARDS. FORTRESS INVESTMENT GROUP LLC: PETER BRIGER, A MEMBER OF HSS' BOARD OF TRUSTEES AND ONE OF TWO CO-CHAIRS OF HSS' INVESTMENT COMMITTEE OF THE BOARD'S FINANCE COMMITTEE, IS THE PRESIDENT AND A MEMBER OF THE BOARD OF DIRECTORS OF FORTRESS INVESTMENT GROUP, LLC. THE HSS INVESTMENT COMMITTEE IS COMPRISED OF SEVEN MEMBERS OF HSS' BOARD OF TRUSTEES, INCLUDING MR. BRIGER AND ANOTHER HSS BOARD MEMBER WHO SERVE AS CO-CHAIRS OF THE INVESTMENT COMMITTEE. ALL INVESTMENT COMMITTEE MEMBERS PARTICIPATE IN THE DELIBERATION AND DETERMINATION AS TO WHERE HSS FUNDS WILL BE INVESTED; FURTHER, IN ADDITION TO THE SEVEN VOTING MEMBERS OF THE INVESTMENT COMMITTEE, THERE ARE FOUR INDIVIDUALS WHO ATTEND THE INVESTMENT COMMITTEE MEETINGS AS NON-VOTING ADVISORS. HSS DOES NOT INVEST ANY FUNDS IN FORTRESS. AMOUNT OF TRANSACTION: N/A DESCRIPTION OF TRANSACTION: NEITHER HSS NOR ITS AFFILIATES INVEST IN FORTRESS; HOWEVER, HSS AND ITS AFFILIATES INVEST A PORTION OF ITS ENDOWMENT AND PENSION PORTFOLIO IN INVESTMENT FUNDS THAT MAY ALSO INVEST IN FORTRESS AND THE INVESTMENT FUNDS IN WHICH HSS INVESTS MAY ALSO RECEIVE FUNDS FOR INVESTMENT FROM FORTRESS. SYNTHES: DAVID HELFET, M.D., DIRECTOR OF THE ORTHOPEDIC TRAUMA SERVICE OF HSS AND AN EX-OFFICIO, NON-VOTING MEMBER OF HSS' BOARD OF TRUSTEES, IS A MEMBER OF THE BOARD OF DIRECTORS OF SYNTHES. HSS' PURCHASE OF PRODUCTS FROM SYNTHES IS MADE WITH INDEPENDENT INPUT AND PROCESSES IN PLACE AT HSS. AMOUNT OF TRANSACTION: $2,101,655 DESCRIPTION OF TRANSACTION: IN 2010, HSS PURCHASED ORTHOPEDIC IMPLANTS AND OTHER MEDICAL DEVICES AND SUPPLIES FROM SYNTHES. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1364865 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, LINE 32B | Identifier |
| Explanation | All publicly traded securities are sold through JP Morgan Chase, 270 Park Avenue, New York, NY 10017. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | Part VI-Various line items | FROM 990, PART VI, SECTION A - LINE 6 & 7A MEMBERSHIP The Hospital for Special Surgery is a membership corporation. There are five members of the Corporation. Three of the five Hospital's members come from the Hospital's Board of Trustees (with one of three also designated by the Hospital to serve on the Board of an affiliate of New York-Presbyterian Hospital), a fourth member serves on the Board of the Affiliate of the New York-Presbyterian Hospital, and the fifth member serves on the Board of Trustees of Weill Cornell Medical College. The five Hospital members elect the Board of Trustees of the Hospital, upon the recommendation of candidates either by a member or by the Hospital Board of Trustees. FROM 990, PART VI, SECTION B - LINE 11B REVIEW PROCESS Prior to submitting the Form 990 to the Internal Revenue Service (IRS), there is an established process for review of the document in its entirety by the governing body whose evaluations are made in the best interest of HSS. The Form 990 is first reviewed with the Executive Compensation Committee of the Board of Trustees. The reviewed Form 990 is then submitted to the full Board of Trustees. The trustees are provided a copy of the Form 990 via compact disk prior to submission of the form. In addition, significant areas of Form 990 are discussed at a Board of Trustees meeting. FROM 990, PART VI, SECTION B - LINE 12C CONFLICT OF INTEREST POLICY On an annual basis, conflict of interest questionnaires are sent to all Board members, medical staff, management, fellows, residents, research professional staff, IRB members, and other designated groups. Our Conflict of Interest Policy also requires that any changes be communicated to the Office of Corporate Compliance within 30 days. The information received is entered into a database and reviewed for potential conflict of interest. The database information is also reviewed by the Executive Vice President, Legal Affairs, the Chief Executive Officer, and the Audit and Corporate Compliance Committee of the Board of Trustees. Summary information is provided to service chiefs, so that they are aware of the financial interests of the medical staff within their specialty. In addition to sending questionnaires directly to the group noted above, industry websites are monitored for disclosures related to HSS employees and medical staff, and letters are sent to vendors requesting they provide HSS with the information on any relationships that they have with HSS employees and/or medical staff. This information is entered into the database as well. HSS has a Conflict of Interest Task Force that meets three times a year or as necessary to review and update the Conflict of Interest Policies and Procedures. FROM 990, PART VI, SECTION B - LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION HSS is committed to ensuring that its Executive Compensation Program adheres to the highest standards of regulatory compliance and best corporate governance. The HSS Board has charged the Compensation Committee (which is composed of independent Board members with no conflicts of interest in regard to executive compensation) with making all decisions related to compensation for officers and key employees. The Committee retains an independent compensation consultant to assist it in this process. Compensation levels are established considering data for functionally comparable roles in comparable organizations, an assessment of performance, and other business judgment factors, consistent with HSS's executive compensation philosophy. The Committee's decisions are made in the best interests of HSS, and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit health care organizations of comparable scope, mission, and complexity. On an annual basis (including 2010), the Committee provides the full Board with an overview of its determinations and process. HSS established this process in an effort to comply with the intermediate sanctions guidelines for qualifying for the rebuttable presumption of reasonableness. FROM 990, PART VI, SECTION B - LINE 19 EXPLANATION OF DISCLOSURE GOVERNING DOCUMENTS Hospital for Special Surgery makes governing documents available to the general public upon request from the Development Office. Conflict of Interest Policy - Hospital for Special Surgery makes its Conflict of Interest Policy available to the general public upon request from the Development Office. Financial Statements - Hospital for Special Surgery makes its audited financial statements available to the general public upon request from the Development Office. HSS also provides summarized financial information in its annual report and website. The annual report is distributed throughout the Hospital and patient waiting rooms, and administration offices, and is accessible as a downloadable file from the HSS website. In 2010, the Annual Report was mailed to 4,304 donors, public officials, and other healthcare professionals and organizations. |
| Part VII | Column B- Average Hours Per Week Devoted to Related Organizations | Part VII - Column B - Average Hours Per Week Devoted to Related Organizations Mathias Bostrom - Assistant Attending - .2 hrs/wk HSS Fund Inc., .2 hrs/wk HSS Properties Corp. Gregory Liguori - Assistant Attending - .2 hrs/wk HSS Fund Inc., .2 hrs/wk HSS Properties Corp. Scott Rodeo - Attending Physician - .2 hrs/wk HSS Fund Inc., .2 hrs/wk HSS Properties Corp. Russell Warren - Attending Physician - .2 hrs/wk HSS Fund Inc., .2 hrs/wk HSS Properties Corp. Phillip Wilson, Jr. - Attending Physician - 9.09 hrs/wk HSS Fund Inc., .2 hrs/wk HSS Properties Corp. Atiim Barber - Member - .2 hrs/wk HSS Fund Inc., .1 hrs/wk HSS Properties Corp. James M. Benson - Member - .04 hrs/wk HSS Fund Inc., .02 hrs/wk HSS Properties Corp. Richard A. Brand, MD - Member - .07 hrs/wk HSS Fund Inc., .04 hrs/wk HSS Properties Corp. Peter L. Briger, Jr. - Member - .14 hrs/wk HSS Fund Inc., .07 hrs/wk HSS Properties Corp. Michael Brooks - Member - .09 hrs/wk HSS Fund Inc., .05 hrs/wk HSS Properties Corp. Charles Coleman, III - Member - .11 hrs/wk HSS Fund Inc., .06 hrs/wk HSS Properties Corp. Leslie Cornfeld - Member - .16 hrs/wk HSS Fund Inc., .08 hrs/wk HSS Properties Corp. Cynthia Foster Curry - Member - .2 hrs/wk HSS Fund Inc., .1 hrs/wk HSS Properties Corp. Barrie M. Damson - Member - .35 hrs/wk HSS Fund Inc., .18 hrs/wk HSS Properties Corp., .18 hrs/wk HSS Horizons Inc. James G. Dinan - Member - .09 hrs/wk HSS Fund Inc., .05 hrs/wk HSS Properties Corp. Anne Ehrenkranz - Member - .06 hrs/wk HSS Fund Inc., .03 hrs/wk HSS Properties Corp. Michael Esposito - Member - .01 hrs/wk HSS Fund Inc., .01 hrs/wk HSS Properties Corp. Winfield P. Jones - Member - .1 hrs/wk HSS Fund Inc., .05 hrs/wk HSS Properties Corp. Monica Keany - Member - .07 hrs/wk HSS Fund Inc., .04 hrs/wk HSS Properties Corp. Thomas J. Kelly - Member - .04 hrs/wk HSS Fund Inc., .02 hrs/wk HSS Properties Corp. David H. Koch - Member - .07 hrs/wk HSS Fund Inc., .04 hrs/wk HSS Properties Corp. Lara Learner - Member - .06 hrs/wk HSS Fund Inc., .03 hrs/wk HSS Properties Corp. Marylin B. Levitt - Member - .53 hrs/wk HSS Fund Inc., .27 hrs/wk HSS Properties Corp. Alan S. MacDonald - Member - .13 hrs/wk HSS Fund Inc., .07 hrs/wk HSS Properties Corp. David M. Madden - Member - .07 hrs/wk HSS Fund Inc., .04 hrs/wk HSS Properties Corp. Richard L. Menschel - Chairman, Emeritus - .69 hrs/wk HSS Fund Inc., .35 hrs/wk HSS Properties Corp. Carl F. Nathan - Member - .28 hrs/wk HSS Fund Inc., .14 hrs/wk HSS Properties Corp. Dean R. O'Hare - Co-Chair - 1.75 hrs/wk HSS Fund Inc., .88 hrs/wk HSS Properties Corp., .88 hrs/wk HSS Horizons Inc. Aldo Papone - Co-Chair - 1.75 hrs/wk HSS Fund Inc., .88 hrs/wk HSS Properties Corp., .88 hrs/wk HSS Horizons Inc. Gordon Pattee - Member - .04 hrs/wk HSS Fund Inc., .02 hrs/wk HSS Properties Corp. Charlton Reynders, Jr. - Member - .15 hrs/wk HSS Fund Inc., .08 hrs/wk HSS Properties Corp. Susan W. Rose - Member - .46 hrs/wk HSS Fund Inc., .23 hrs/wk HSS Properties Corp. William R. Salomon - Member - .2 hrs/wk HSS Fund Inc., .1 hrs/wk HSS Properties Corp. Jonathan Sobel - Member - .22 hrs/wk HSS Fund Inc., .11 hrs/wk HSS Properties Corp. Robert K. Steel - Member - .17 hrs/wk HSS Fund Inc., .09 hrs/wk HSS Properties Corp. Daniel G. Tully - Vice Chair - 0.87 hrs/wk HSS Fund Inc., .44 hrs/wk HSS Properties Corp. Mrs. Douglas A. Warner, III - Member - .66 hrs/wk HSS Fund Inc., .33 hrs/wk HSS Properties Corp. Torsten N. Wiesel, MD - Member - .08 hrs/wk HSS Fund Inc., .04 hrs/wk HSS Properties Corp. Kendrick R. Wilson - Member - .86 hrs/wk HSS Fund Inc., .43 hrs/wk HSS Properties Corp. Ellen M. Wright - Member - .29 hrs/wk HSS Fund Inc., .15 hrs/wk HSS Properties Corp. Louis A. Shapiro - President & CEO - 9.0 hrs/wk HSS Fund Inc., 3.0 hrs/wk HSS Properties Corp., 3.0 hrs/wk HSS Horizons. Lisa Goldstein - EVP & COO - 6.0 hrs/wk HSS Properties Corp. Stacey Malakoff - EVP & CFO - 1.8 hrs/wk HSS Fund Inc., 7.2 hrs/wk HSS Properties Corp., 3.0 hrs/wk HSS Horizons Inc. Constance B. Margolin-SVP & Secretary- 3.0 hrs/wk HSS Fund Inc., 6.0 hrs/wk HSS Properties Corp., 3.0 hrs/wk HSS Horizons. Deborah Sale - EVP External Affairs - 36.0 hrs/wk HSS Fund Inc., 3.0 hrs/wk HSS Properties Corp. |
| Part XI, Line 5 | Reconciliation of Net Assets-Other Changes in Net Assets or Fund Balances: | Includes Net Unrealized Gains $19,793,879, increase in interest of HSS Fund, Inc. $3,372,407 and increase in defined pension and post retirement plan liabilities ($11,952,716). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 136714749 | FUNDRAISING | NY | 501(C)(3) | 7 | NA |
| HSS PROPERTIES CORPORATION | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 133246249 | REAL ESTATE | NY | 501(C)(3) | 11B | HSS FUND INC |
| HSS HORIZONS INC | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 134152131 | RESEARCH SUPP | NY | 501(C)(3) | 11B | HSS FUND INC |
| NEW YORK-PRESBYTERIAN FOUNDATION INC | |||||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | 134153668 | HLTH CARE ORG | NY | 501(C)(3) | 11A | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIAC | ||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | SELF-INDEMNITY | CJ | HSS FUND INC | C CORP | 0 | 0 | 0.00000 | ||
| HSS VENTURES | ||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | HEALTH CARE | HSS FUND INC | C CORP | 0 | 0 | 0.00000 | 061624300 | NY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| HSS FUND INC | |
| C | 445763 |
| HSS FUND INC | |
| I | 262000 |
| HSS FUND INC | |
| L | 4807351 |
| HSS FUND INC | |
| P | 2090953 |
| HSS PROPERTIES CORPORATION | |
| J | 22211045 |
| HSS PROPERTIES CORPORATION | |
| P | 4294348 |
| HSS HORIZONS INC | |
| D | 121720 |
| MIAC | |
| O | 15909963 |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Total Grassroots LobbyingTotalGrassrootsLobbying | Total Direct LobbyingTotalDirectLobbying | Total Lobbying ExpendituresTotalLobbyingExpenditures | Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures | Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures | Lobbying NontaxableLobbyingNontaxableAmount | Grassroots NontaxableGrassrootsNontaxableAmount | Tot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs | Electing OrgElectingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE HOSPITAL FOR SPECIAL SUR | |||||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 136714749 | 0 | 150000 | 150000 | 6158384 | 6308384 | $465,419 | $116,355 | 0 | 0 | 0 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 131624135 | 0 | 60006 | 60006 | 600070879 | 600130885 | $1,000,000 | $250,000 | 0 | 0 | 0 | X |