MONTGOMERY HOSPITAL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY HOSPITAL (EIN 23-1352193)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349306452
- Schema version
- 2009v1.7
- 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 H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T16:23:24-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kreischer Miller | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Witmer Road Suite 350 | AddressLine1 |
| City | Horsham | City |
| State | PA | State |
| ZIP Code | 190442369 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352193 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montgomery Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 6102702070 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Powell Street | AddressLine1 |
| City | Norristown | City |
| State | PA | State |
| ZIP Code | 194040992 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | timothy M Casey | Name |
| Title | president, ceo | Title |
| Phone | 6102702070 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin McGinn | Name |
| Phone | 2154414600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | timothy M Casey | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 powell street | AddressLine1 |
| City | norristown | City |
| State | PA | State |
| ZIP Code | 19044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 114214144 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.montgomeryhospital.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | See Statement of Primary Exempt Purpose within Program Service Accomplishments | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1177 | TotalNbrEmployees |
| Total Nbr Volunteers | 95 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 98176 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 76421 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 105635001 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 111554671 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 643633 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1447546 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 792842 | OtherRevenuePriorYear |
| Other Revenue Current Year | 790093 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 107169652 | TotalRevenuePriorYear |
| Total Revenue Current Year | 113868731 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 52435806 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 50962922 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51091304 | OtherExpensePriorYear |
| Other Expenses Current Year | 59160383 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103527360 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110125805 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3642292 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3742926 | RevenuesLessExpensesCY |
| Total Assets BOY | 77368035 | TotalAssetsBOY |
| Total Assets EOY | 79739319 | TotalAssetsEOY |
| Total Liabilities BOY | 38411267 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39209956 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38956768 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40529363 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE STATEMENT OF PRIMARY EXEMPT PURPOSE WITHIN PROGRAM SERVICE ACCOMPLISHMENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 91685590 | Expense |
| Revenue | 111554671 | Revenue |
| Description | MONTGOMERY HOSPITAL ADMITS AND TREATS ALL INDIVIDUALS WHO REQUIRE SERVICES REGARDLESS OF THEIR ABILITY TO PAY FOR THOSE SERVICES. THESE INCLUDE ACUTE CARE ADMISSIONS, PSYCHIATRIC CARE ADMISSIONS, OUTPATIENT SERVICES, AND PATIENT SERVICE IN THE REGULAR EMERGENCY UNIT.ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF MONTGOMERY HOSPITAL, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. DESPITE THIS, THE HOSPITAL'S MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND AN OVERALL COMMITMENT TO SERVICE ITS COMMUNITY. THESE SERVICES INCLUDE:FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY AND ARE PROVIDED WHERE THE NEED AND/OR AN INDIVIDUAL'S INABILITY TO PAY COEXISTS. HEALTH ACTIVITIES AND PROGRAMS INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES.UNCOMPENSATED CARE IS PROVIDED BY THE HOSPITAL IN CONNECTION WITH THESE COMMUNITY SERVICES. UNCOMPENSATED CARE INCLUDES CHARITY CARE AND BAD DEBTS FROM PROVIDING UNREIMBURSED SERVICES TO INDIVIDUALS. UNCOMPENSATED CARE ALSO INCLUDES SERVICES PROVIDED UNDER FEDERAL MEDICARE AND STATE MEDICAL ASSISTANCE PROGRAMS WHERE REIMBURSEMENT WAS LESS THAN THE COST OF SERVICES PROVIDED. | Description |
| Total Program Service Expense | 91685590 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1177 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6102702070 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Powell Street | AddressLine1 |
| City | Norristown | City |
| State | PA | State |
| ZIP Code | 194040922 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD BRAEMER | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ANDREW B CANTOR ESQ | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| GARY S DRIZIN MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| EDUARDO D GONZALEZ | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JUDITH T Z LEVY | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| SCOTT A MELNICK MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 141629 | 7603 | ||||
| BRUCE J MENKOWITZ MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES J O'BRIEN MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD C SHEERR | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| MANUEL N STAMATAKIS | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| CHARLES J TORNETTA | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| FRANK J TORNETTA MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JEFFREY WARDEN | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD WOLFSON | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN E F CORSON | |||||||||
| CHAIRMAN | 4.00 | X | 0 | 0 | 0 | X | |||
| ARTHUR L POWELL | |||||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X | |||
| EUGENE W BUCKLEY | |||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |||
| PAUL N ANGSTADT JR MD | |||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |||
| TIMOTHY M CASEY | |||||||||
| PRESIDENT & CEO | 40.00 | X | 1106901 | 0 | 73131 | X | |||
| ANN WITKOWSKI | |||||||||
| VP/CHIEF NURSING OFFICER | 40.00 | 168946 | 0 | 7676 | X | ||||
| Murray Swim | |||||||||
| VP Human Resources | 40.00 | 143987 | 0 | 1308 | X | X | |||
| PAT MODAFFERI | |||||||||
| VP | 40.00 | 134837 | 0 | 2382 | X | X | |||
| MICHAEL T KOST | |||||||||
| DIR. ANESTHESIA SCHOOL | 40.00 | 165764 | 0 | 2072 | X | ||||
| ALICE SHIRAKAWA | |||||||||
| R.N. | 40.00 | 152861 | 0 | 0 | X | ||||
| GERILYN L OLIVIERI | |||||||||
| R.N. | 40.00 | 131032 | 0 | 1567 | X | ||||
| EDWARD LADELY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 255203 | 0 | 14645 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2259531 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 141629 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 110384 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RENAL CARE GROUP EAST | |||||
| 111 PRESIDENTIAL BOULEVARD SUITE 1 | BALA CYNWYD | PA | 19004 | PATIENT DIALYSIS | 411846 |
| BUCHANAN INGERSOLL & ROONEY PC | |||||
| 301 GRANT STREET | Pittsburgh | PA | 15219 | LEGAL | 315136 |
| BONZA LANDSCAPING | |||||
| 148 WEST 2ND AVENUE | CONSHOHOCKEN | PA | 19428 | LANDSCAPING | 177392 |
| SHIh-min lo phd | |||||
| 4477 commonwealth drive | Emmaus | PA | 18049 | PATIENT CARE | 153391 |
| JACOB TRACHTENBERG MD | |||||
| 117 DRAKES DRUM DRIVE | BRYN MAWR | PA | 19010 | PATIENT CARE | 150000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 76421 | AllOtherContributions |
| Total Contributions | 76421 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET Patient Service Re | 621110 | 108250445 | 108250445 |
| Other Dept. Revenue | 621110 | 3304226 | 3304226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 111554671 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1488141 | TotalRevenueColumn |
| Exclusion | $1,488,141 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 209344 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 209344 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209344 | TotalRevenueColumn |
| Exclusion | $209,344 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 304818 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 345413 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -40595 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40595 | TotalRevenueColumn |
| Exclusion | -$40,595 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Food Services | 722210 | 370941 | $370,941 | |
| Parking Lot | 812930 | 150615 | $150,615 | |
| Purchase Discounts | 900099 | 57328 | 57328 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1865 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1865 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 580749 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113868731 | TotalRevenueColumn |
| Related Or Exempt Function Income | 111613864 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,178,446 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500 | Total |
| Program Services | 2500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1275847 | Total |
| Management And General | 1275847 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40586609 | Total |
| Program Services | 33794473 | ProgramServices |
| Management And General | 6792136 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445995 | Total |
| Program Services | 360046 | ProgramServices |
| Management And General | 85949 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5636853 | Total |
| Program Services | 4550563 | ProgramServices |
| Management And General | 1086290 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3017618 | Total |
| Program Services | 2601812 | ProgramServices |
| Management And General | 415806 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323715 | Total |
| Management And General | 323715 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108000 | Total |
| Management And General | 108000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285310 | Total |
| Program Services | 1621 | ProgramServices |
| Management And General | 283689 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181972 | Total |
| Program Services | 179082 | ProgramServices |
| Management And General | 2890 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63831 | Total |
| Program Services | 49715 | ProgramServices |
| Management And General | 14116 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256158 | Total |
| Program Services | 256158 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3849723 | Total |
| Program Services | 3737237 | ProgramServices |
| Management And General | 112486 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2501308 | Total |
| Program Services | 2428804 | ProgramServices |
| Management And General | 72504 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies | 15759469 | 15508616 | 250853 |
| Bad Debt | 15388869 | 15388869 | |
| Contracted Services | 9829413 | 4092177 | 5737236 |
| Professional Fees | 4876581 | 4273520 | 603061 |
| Equipment Rental & Main | 1997974 | 1840411 | 157563 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3738060 | Total |
| Program Services | 2619986 | ProgramServices |
| Management And General | 1118074 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110125805 | Total |
| Program Services | 91685590 | ProgramServices |
| Management And General | 18440215 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3385615 | BOY |
| EOY | 3545535 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12239050 | BOY |
| EOY | 11780148 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2166702 | BOY |
| EOY | 2124928 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637759 | BOY |
| EOY | 582520 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 122394413 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 102859840 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19159512 | BOY |
| EOY | 19534573 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25131377 | BOY |
| EOY | 25870000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14648020 | BOY |
| EOY | 16301615 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77368035 | BOY |
| EOY | 79739319 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9558149 | BOY |
| EOY | 7485742 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3780000 | BOY |
| EOY | 1950000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2727408 | BOY |
| EOY | 3838104 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22345710 | BOY |
| EOY | 25936110 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38411267 | BOY |
| EOY | 39209956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32823927 | BOY |
| EOY | 33981686 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 743860 | BOY |
| EOY | 647387 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5388981 | BOY |
| EOY | 5900290 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38956768 | BOY |
| EOY | 40529363 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77368035 | BOY |
| EOY | 79739319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $23,299 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 23299 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | lobbying expenses incurred when dues paid to Hospital Association of Pennsylvania. A percent of lobbying expenses incurred by the Association is allocated to each participant. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5385697 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 511619 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5897316 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6838593 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1452896 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5385697 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1020968 | OtherCostOrOtherBasis |
| Book Value | 1020968 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48627542 | OtherCostOrOtherBasis |
| Depreciation | 39065595 | Depreciation |
| Book Value | 9561947 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71053649 | OtherCostOrOtherBasis |
| Depreciation | 62738330 | Depreciation |
| Book Value | 8315319 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1692254 | OtherCostOrOtherBasis |
| Depreciation | 1055915 | Depreciation |
| Book Value | 636339 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19534573 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH & CASH EQUIVALENTS (HELD IN TRUST) | 3417543 | F |
| MARKETABLE EQUITY SECURITIES (HELD IN TRUST) | 14803314 | F |
| US GOVERNMENT OBLIGATIONS (LTD USE) | 2013458 | F |
| US GOVERNMENT OBLIGATIONS (HELD IN TRUST) | 5635685 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 25870000 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other assets | 56814 |
| Due from Affiliates | 5745975 |
| Interest in Net Assets of Foundation | 10498826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16301615 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Payroll & Employee Benefits | $3,907,033 |
| Retirement Liability | $6,824,696 |
| Accrued Pension | $14,064,284 |
| Estimated Third-Party Payor Settlements | $680,575 |
| Due to Affiliates | $459,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25936110 | TotalOfAmounts |
| Total Revenue | 113868731 | TotalRevenue |
| Total Expenses | 110125805 | TotalExpenses |
| Excess Or Deficit For Year | 3742926 | ExcessOrDeficitForYear |
| Other | -$2,170,331 | OtherAmount |
| Total Adjustments | -2170331 | TotalAdjustments |
| Excess Or Deficit Per FS | 1572595 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 113911000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 113911000 | RevenueSubtotal |
| Other Revenues Not Included | -42269 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -42269 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 113868731 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 110128000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2195 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2195 | ExpensesNotRptdF990 |
| Expenses Subtotal | 110125805 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 110125805 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Montgomery Hospital is the partial or 100% owner of nine Endowment Funds. Eight of the Funds have unrestricted distributions to Montgomery Hospital. One Endowment Fund distributes funds to the George Ralston Restricted Fund. The purpose of this fund is to pay for continued education/seminars for the graduates of the Montgomery School of Nursing. |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED GAIN/LOSS ON INVESTMENTS: 693000. RESTRICTED CONTRIBUTIONS: 125000. NET ASSETS RELEASED FROM RESTRICTIONS FOR PROPERTY & EQUIPMENT ACQUISITIONS: 148000. NET ASSETS RELEASED FROM RESTRICTIONS: -221000. MISCELLANEOUS/ROUNDING: -1276. increase/DECREASE IN ASSETS HELD IN PERPETUITY BY TRUSTEES: 511000. GAIN ON SALE OF PERPETUITIES: 41945. CHANGE IN ADDITIONAL MINIMUM PENSION LIABiLITY: -3467000. | |
| Part XII, Line 4b - Other Adjustments: | ROUNDING: -324. LOSS ON SALE OF PERPETUITIES: -41945. | |
| Part XIII, Line 2d - Other Adjustments: | rounding: 2195. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 250.000000000000 | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 0 | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 262000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 262000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00240 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10029000 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 8963000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1066000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00970 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10291000 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 8963000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1328000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01210 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 79408 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 41234 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 38174 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2159000 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1579000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 580000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00530 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 228000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 228000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18620 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 18620 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2485028 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1620234 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 864794 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00790 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 12776028 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10583234 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2192794 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $2,185,000 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 22323000 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 21730000 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 593000 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (4 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY HOSPITAL | ||||||||
| 1301 POWELL STREET | NORRISTOWN | PA | 19401 | X | X | X | X | |
| MONTGOMERY HOSPITAL - Psych Unit | ||||||||
| 1301 POWELL STREET | NORRISTOWN | PA | 19401 | Psychiatric Unit | ||||
| MONTGOMERY Hospital - HOME CARE | ||||||||
| 25 WEST FORNANCE STREET | NORRISTOWN | PA | 19401 | HOME CARE | ||||
| MonTGOMERY HOSPITAL - Hospice | ||||||||
| 25 WEST FORNANCE STREET | nORRISTOWN | PA | 19401 | Hospice | ||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| General Explanation | Part I, Line 7 & Part III, Line 4 - Cost were determined using a ratio of Cost to Charges derived from the Medicare Cost Report. Patient would not have healthcare services without the benefits of treating regardless of financial means.Part I, Line 7g - Hospital subsidizes the loss on operations of the System physician OB clinic. OB Clinic services are provided to low income women who do not have a primary care physicia for obstetrics services.Part III Section B, Lines 5-7 are based on the FYE 2010 Medicare Cost Report Filing.Part III Section C, 9 b If "Yes" does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI.1) Patients who received services in Emergency Department that reside in selected zip codes are written off to charity care based on census department income information.2) Patients who did not qualify for Medicaid and appear to met the Hospital's Charity care guidelines the charges are discounted or written off if appropriate.Part IV #3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organizations charity care policy. 1) A Financial Counselor informs inpatient's of Meapplication. Information is also available on the Hospital's website.application. Information is also available on the Hospital's website. | GeneralExplanation |
| General Explanation | Line 2- Needs Assessement-Montgomery Hospital works in partnership with several county organizations, especially Montgomery County Department of Health and the Delaware Valley Health Council to assess healthcare needs in the immediate region. Working together, Montgomery Hospital and its partners have continued to identify healthcare trends and needs within the community. To better meet these needs, Montgomery Hospital provides prenatal education and care, an OB/GYN clinic for uninsured/underinsured women, smoking cessation classes, access to case management and social workers, pastoral care, and home care and hospice options for the underserved. Line 3-Patient Education of Eligibility for Assistance-Montgomery Hospital educates patients and persons who may be billed for patient care about their eligibility for assistance under federal state, or local government programs or under the hospitals charity care policy in the following ways: 1. The hospitals charity care policy is available is posted in Patient Registration.2. Information about the hospitals charity care policy and how to receive help understanding hospital bills are are included in the Montgomery Hospital Patient Guide, given to every patient upon registration (available in English and Spanish. 3. The hospitals charity care policy and self-pay fee schedule are available from Patient Registration and the hospitals billing office.4. Charity care information and self-pay fee schedule are available on the hospitals website.5.The hospital employs two full-time financial counselors available Monday-Friday. Financial counselors educate patients and families about available programs to assist with incurred medical costs. Counselors assist patients to complete and file forms. | GeneralExplanation |
| General Explanation | Line 4 - Community Information - Montgomery Hospital sits close to the center on Norristown, the county seat. Located in the heart of Montgomery County, Norristown is classified as urban. The general population of Norristown includes 49.4% Causaian, 34.8% African American and 9.7% Latino, as well as a rapidly growing undocumented Latino/Hispanic population facing both economic hardship and health difficulties. Norristowns poverty rate is disparate compared to the state;17.2% of Norristown residents and 13.5% of families in the Borough live below the poverty line compared to 11% and 5.1% respectively in Pennsylvania. Projections show that more than one-third of the Boroughs residents are uninsured with no source of primary care. Language is often a barrier receiving medical information and produces an overall lack of healthcare knowledge. This language barrier results in poor attendance at the free screenings provided throughout the county by multiple organizations. Additionally, undocumented individuals are often fearful of questions being raised about their citizenship and therefore do not participate until the need is critical. With US Census Bureau figures showing an 82% increase in Hispanic or Latino populations within Montgomery County between 2000-2010, providing programs, familiarity and access to Montgomery Hospital programs, especially for preventative healthcare, is a need at this time. Although Norristown is the urban center, Montgomery County itself is one of the most affluent within the state. Montgomery Hospitals regional reach is the central ssection of the county which includes almost 10-15 miles to the north and west of the hospital and about 5 miles to the east (towards Philadelphia). Like most Philadelphia suburban hospitals, Montgomery finds itself in constant competition with hospitals located downtown, a trend that finds 60% of the population seeking healthcare outside of the region. | GeneralExplanation |
| General Explanation | Line 5-Community Building Activities-Montgomery Hospital provides community support in a variety of forms: 1. The hospital hosts free support groups throughout the year for cancer patients, families and survivors. Members of the group do not have had to have received care at Montgomery to participate. Support groups in 2009-2010 included Breast Cancer Support, CPAP Support, Laryngectomy Support, Prostate Support, and Bereavement Support. Support group membership is free. The hospital's cancer program also provides a healing arts program featuring a free wig program available to patients who have lost their hair due to chemotherapy treatment, massage, and meditation.2. The hospitals cancer program continues to provide educational information and awareness activities with Area High School. Originally formed via a grant from Komen for the Cure, Montgomery Hospital and the high school have developed a collaborative partnership to help educate women in the region about breast cancer and promote early detection through mammography screenings. All materials and staff time allocated to activities are provided to the school free of cost.3. When a public health crisis develops, Montgomery Hospital is a responsive, collaborative community partner. With the H1N1 outbreak in Spring 2009, Montgomery (like most other hospitals) found itself in the position of limiting visitation hors, placing restrictions on visitors, and observing new hygiene protocols. Hand sanitizer stations were installed throughout the hospital, educational information from Health Department was made readily available, updates were posted on the hospital's website with a link to the CDC, and patients and visitors were kept informed. In October2009, in an effort to continue to educate the public about flu, Montgomery Hospital invited the medical director for the Montgomery County Department of Health to speak to 300 women at the hospitals annual Womens Conference. The County was also invited to provide materials about immunizations, clinics, and disaster preparation info. | GeneralExplanation |
| General Explanation | 4. Montgomery Hospital enjoys a close relationship with its neighbor hospitals from Montgomery and Bucks Counties with a Regional Zone agreement, part of a coalition developed after 9/11. Through a mutual aid agreement, hospitals within the Zone have predetermined methods in place to encourage inter-hospital cooperation should a disaster arise. The Zone works with area municipal and county agencies, EMS, Delaware Valley Health Council, and the state. In addition, the hospital hosts a Safety/Emergency Preparation meeting each month for staff members to receive continuous training and assess any needs within the community. The municipal fire department is invited as a participant at least once each year as is the safety officer from the Excelon Nuclear Power Plant, located 20 miles to the northwest of the hospital.5. As a primary source of healthcare for Norristown and central Montgomery County, Montgomery Hospital enjoys being the healthcare resources for its neighbors. Each year, the hospital provides educational materials, healthcare related information and giveaways to churches within the immediate area, Norristown Area School District, civic organizations such as Girl Scouts of America and Boy Scouts of America, local community centers such as the Police Athletic League, and others. The hospital also supports local block parties each summer by supplying healthcare outreach information to the neighborhoods.6. Each May, the hospital hosts an annual fundraiser. While the Walk Through the Park generates on average $15,000 each year for cancer programs at Montgomery Hospital, the greater purpose of the Walk is to bring cancer awareness to the region while supporting all of those who have ever been diagnosed with cancer. The Walk is a true collaboration of organizations and individuals who want to show support for all of those who have been touched by cancer. The Walk is run each year by a committee comprised of local business leaders, community members and personnel. Expenses for the 2009 Walk were $3,581.47 (not including staff hours) with a net profit of $13,502.53. | GeneralExplanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY M CASEY | |||||||||||||
| 595943 | 0 | 256904 | 0 | 254054 | 0 | 0 | 0 | 73131 | 0 | 1180032 | 0 | 0 | 0 |
| ANN WITKOWSKI | |||||||||||||
| 168946 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7676 | 0 | 176622 | 0 | 0 | 0 |
| MICHAEL T KOST | |||||||||||||
| 165764 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2072 | 0 | 167836 | 0 | 0 | 0 |
| ALICE SHIRAKAWA | |||||||||||||
| 152861 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 152861 | 0 | 0 | 0 |
| EDWARD LADELY | |||||||||||||
| 255203 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14645 | 0 | 269848 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Board Members Charles J. Tornetta and Frank J. Tornetta are brothers. | |
| Form 990, Part VI, Section A, line 6 | The organization has members. | |
| Form 990, Part VI, Section A, line 7a | Board members and officers are elected by the Montgomery Hospital Medical Center Executive Committee (Board). | |
| Form 990, Part VI, Section A, line 7b | A majority of elected board members at a meeting constitutes a quorum. A board vote at a meeting with a quorum carries any action. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is first reviewed by the Director of Finance. All data is tied back to the original supporting documents. Data is also tied back to the audited financial statements. After review by the Director of Finance, Form 990 is reviewed by the CEO. The CEO then presents the Form 990 to a sub committee of the Board for review. After all reviews, the CEO signs the tax return and it is filed. | |
| Form 990, Part VI, Section B, line 12c | Officers and Directors are required to complete a conflict of interest statement on a yearly basis. | |
| Form 990, Part VI, Section B, line 15 | A compensation committee is used to approve compensation for the CEO and officers. An outside company is used to complete comparability studies. An outside review of the surveys is completed by an independent person. The Compensation Committee reviews the data and ultimately approves or disapproves of any executive compensation. There are documented minutes of the compensation committee meetings. These minutes are kept confidential and are stored in the executive office files. | |
| Form 990, Part VI, Section C, line 19 | FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST | |
| FORM 990, PART XI, LINE 2C | The process for oversight of the audit of the organization's financial statements and the selection of an independent accountant has not changed since the prior year. | PROCESS FOR OVERSIGHT OF AUDIT OF FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| FORNANCE PHYSICIAN SERVICES | |||||||||
| 1330 POWELL STREET | NORRISTOWN | PA | 19401 | 232275991 | HEALTH CARE | PA | 501(C)(3) | 509(A)(2) | N/A |
| MONTGOMERY HEALTH FOUNDATION | |||||||||
| 1330 POWELL STREET SUITE 309 | NORRISTOWN | PA | 19401 | 222456265 | FINANCIAL SUPPORT OF MONTGOMERY HOSPITAL | PA | 501(C)(3) | 509(A)(3) | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMMC INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W WOOD STREET | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232256479 | EIN |
| Primary Activity | MEDICAL SERVICES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType |
|---|
| NO TRANSACTIONS ARE WITH CONTROLLED ENTITIES OR NON-501(c)(3) ORGANIZATIONS |
| I |
| NO TRANSACTIONS ARE WITH CONTROLLED ENTITIES OR NON-501(c)(3) ORGANIZATIONS |
| J |
| NO TRANSACTIONS ARE WITH CONTROLLED ENTITIES OR NON-501(c)(3) ORGANIZATIONS |
| Q |
| NO TRANSACTIONS ARE WITH CONTROLLED ENTITIES OR NON-501(c)(3) ORGANIZATIONS |
| R |