Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
Montefiore Medical Center
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
111 East 210th St attn controllers
 
Room/suite
City or town, state or country, and ZIP + 4
Bronx, NY10467
D Employer identification number

13-1740114
E Telephone number

G Gross receipts $ 2,590,901,769
F Name and address of principal officer:
STEVEN SAFYER MD
111 EAST 210TH STREET
BRONX,NY10467
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.montefiore.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1884
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: delivering outstanding healthcare in a manner that advances the health of those served through education, wellness, disease management and integrated clinical and community service programs.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 44
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 43
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 19,355
6 Total number of volunteers (estimate if necessary) .... 6 713
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 10,509,119
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 65,013,750 62,745,043
9 Program service revenue (Part VIII, line 2g) ......... 2,316,026,400 2,473,989,577
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,626,808 19,768,969
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 11,136,007 30,393,192
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,400,802,965 2,586,896,781
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,998,808 7,460,855
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,540,644,705 1,611,385,266
16a Professional fundraising fees (Part IX, column (A), line 11e).... 2,354 175,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,977,037    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 835,375,804 865,560,405
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,381,021,671 2,484,581,526
19 Revenue less expenses. Subtract line 18 from line 12...... 19,781,294 102,315,255
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,731,033,972 1,934,704,895
21 Total liabilities (Part X, line 26)............ 1,322,295,248 1,400,105,766
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 408,738,724 534,599,129
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO HEAL, TO TEACH, TO DISCOVER, AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. MONTEFIORE'S UNIQUE, FOUR PART MISSION FOCUSES ON DELIVERING OUTSTANDING CARE IN A MANNER THAT ADVANCES THE HEALTH OF THOSE WE SERVE - THROUGH EDUCATION, WELLNESS, DISEASE MANAGEMENT AND OTHER INTEGRATED CLINICAL AND COMMUNITY SERVICE PROGRAMS, EDUCATING THE NEW GENERATION OF CAREGIVERS AND CREATING NEW KNOWLEDGE THROUGH RESEARCH. MONTEFIORE IS DISTINGUISHED BY ITS UNIQUE COMMITMENT TO COMMUNITY SERVICE AS AN ACADEMIC MEDICAL CENTER.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 958,455,143 including grants of $ 4,282,264 ) (Revenue $ 1,493,481,788 )
Patient Care Established in 1884 as a hospital for patients with chronic illnesses, Montefiore has grown and evolved to become a full-service integrated healthcare delivery system serving a large and complex urban population, a distinguished academic medical center with renowned faculty and record of pioneering research and medical "firsts", and an exceptionally dedicated community partner with an unparalleled roster of innovative programs and services that address needs ranging far beyond medical care. Montefiore's mission is to heal, to teach, to discover and to advance the health of the communities it serves. To this mission its brings a unique synergy of strengths and resources. The Montefiore delivery system offers a full range of healthcare services (preventive, primary, specialty, acute and post acute) to the nearly 2 million residents of the Bronx, New York and nearby Westchester County. Montefiore serves also as a tertiary care referral center for patients from across the entire metropolitan area, the nation and the world, and is known for advanced care in numerous specialties, including cardiology and cardiac surgery, cancer care, children's health, tissue and organ transplantation, women's health, surgery and surgical subspecialties. At the center of the Montefiore system are four hospitals with a total of 1,491 beds: - The 647 bed Henry and Lucy Moses Divison; - the 403 bed Jack D. Weiler Hospital of Albert Einstein College of Medicine; - the 120 bed Children's Hospital at Montefiore, recognized as one of "america's Best Children's Hospitals" in U.S. News & World Report's rankings; and - the 321 bed North Division. Together, these hospitals provide over 92,000 inpatient stays annually, including over 7,000 births. Montefiore also operates extensive ambulatory care services: - The faculty practices provide more than 1.1 million office visits annually. - Montefiore Medical Group, a network with over 350 primary care physicians at 22 community based locations throughout the Bronx and Westchester, provide more than 825,000 visits a year. - Montefiore's Emergency Department, among the busiest in the nation, has more than 255,000 total visits a year. - The hospital based clinics provide nearly 225,000 visits a year. - The Montefiore School Health Program is the largest in the nation, with 18 school-based health centers serving approximately 27,000 children. - A system of mobile pediatric centers, operated in partnership with the New York Children's Health Project, cares for homeless children and families at locations throughout the city. - Montefiore Home Care provides approximately 467,000 visits each year to homebound patients. At the intersection of Einstein science and Montefiore medicine are Centers of Excellence in Cancer Care, Cardiovascular services, the Children's hospital, transplantation and neurosciences. In these centers, renowned investigators and multidisciplinary clinical teams collaborate to develop and deliver the advanced, innovative care available only at premier academic medical centers and the seamless continuum of services that ensures an ideal patient experience. Montefiore Medical Center is guided by a mission to provide high quality care for all its patients, including those in our service area who lack health insurance coverage and who cannot pay for all or part of the essential care they receive. The Medical Center is committed to maintaining charity care policies that are consistent with it mission and values of advancing the health of the communities that it serves regardless of ability to pay. Montefiore is increasingly recognized for success in delivering high-quality care to a large urban community, harnessing the power of health information technology and using care management tools to improve quality, safety and outcomes while controlling cost. As it continues to build on these accomplishments, Montefiore is transforming health and enriching lives, offering to the nation a most promising model for healthcare reform.
4b (Code:   ) (Expenses $ 340,764,043 including grants of $ 2,545,183 ) (Revenue $ 193,625,858 )
Medical Education & Research Montefiore is the University Hospital for Albert Einstein College of Medicine, one of the nation's premier institutions for medical education, basic research and clinical investigations. This strong alignment enables us to advance clinical and translational research results more rapidly to the bedside and to the medical community, and educate the next generation of physicians, healthcare leaders and investigators. In place are extensive training programs for medical students, residents and fellows. Over 750 medical students and over 1,200 residents and fellows are trained in more than 80 accredited residency and fellowship programs at The Children's Hospital at Montefiore, Moses and Weiler Divisions sponsored by Albert Einstein College of Medicine and 8 residency and fellowship programs at the North Division sponsored by New York Medical College. Montefiore and Einstein's partnership provides residents and fellows with an exceptional environment for research training and participation in basic, translational and clinical activities. Montefiore is dedicated to cultivating the ethical and professional development of all postgraduate trainees and offers robust mentorship throughout their training. According to the American Hospital Association and Modern Healthcare Magazine, Montefiore Medical Center is listed as having the second largest residency program in the nation. Founded in 1976, the Center for Continuing Medical Education (CCME) at Montefiore Medical Center and Albert Einstein College of Medicine is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education. The Center has produced hundreds of CME activities and offers CME credit to thousands of practitioners. Recognizing the vital importance of developing and embracing innovative techniques and treatments, Montefiore is committed to the utilization of resources for the advancement of physicians' education and delivery of care. The Medical Center also participates in other training programs in nursing and allied health professionals. Montefiore's large biomedical and clinical research initiatives include inquiry into a range of medical and health care delivery issues, including basic research into the fundamental process of disease and its treatment in humans, clinical trials and related clinical research and research into the organization and management of health care services. National Institutes of Health (NIH) funding of over $21 million supports research in such areas as Aids, Oncology, Pediatrics, Anesthesiology, Emergency Medicine, Neurology, Pathology and Social Medicine. Additional federal, state and other funding supports a variety of research and clinical programs. Montefiore and Einstein are aligned around shared goals, with special emphasis on advancing clinical and translational research to accelerate the pace at which new discoveries become the treatments and therapies that benefit patients. Montefiore is among 38 academic medical centers nationwide to be awarded the prestigious Clinical and Translational Science Award (CTSA) by the National Institutes of Health.
4c (Code:   ) (Expenses $ 936,078,928 including grants of $ 633,408 ) (Revenue $ 776,862,454 )
Community Services Services to the community are an explicit and essential component of Montefiore's mission and one of its most valued traditions. The Medical Center has a long history of reaching beyond the walls of its hospitals to identify and meet the needs of its community and has been a national leader in organizing and expanding community-based services. MMC commitment to the community has required a multifaceted, continually evolving response, in which the unique capacities of the academic medical center are mobilized to improve the lives of the people and the communities served-not just medically, but socially, economically and environmentally, wherever and whenever resources can make a difference. The Medical Center has maintained and expanded its range of community services, reaching out to and serving un-met health needs, including those with poor access to comprehensive primary care, at-risk and hard to reach children and their families, underserved and at-risk senior citizens, those affected by cancer, those affected by the continuing HIV epidemic in Bronx, persons with or at-risk for tuberculosis infection, persons affected with problems of substance abuse, the homeless, adults and children with limited access to primary dental care and those affected by chronic health care diseases such as congestive heart failure, diabetes and asthma.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 2,235,298,114
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
 
No
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
619
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
19,355
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
44
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
43
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
DAVID INGBER
6 EXECUTIVE PLAZA SUITE 112A
yonkers,NY10701
(914) 378-6480
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ODED ABOODI
vice chairman
 3.0 X           0 0 0
(2) JAY B ABRAMSON
TRUSTEE
 3.0 X           0 0 0
(3) MARGARET HAYES ADAME
TRUSTEE
 1.0 X           0 0 0
(4) GEORGE ASCH
TRUSTEE
 3.0 X           0 0 0
(5) JOSEPH W BARTLETT
TRUSTEE
 7.0 X           0 0 0
(6) PATRICIA BAUMAN
TRUSTEE
 1.0 X           0 0 0
(7) ROBERT A BERNHARD
Trustee
 2.0 X           0 0 0
(8) BRUCE L BOZEMAN resigned 5-4-10
TRUSTEE
 1.0 X           0 0 0
(9) JAMES M BUTLER
TRUSTEE
 2.0 X           0 0 0
(10) LAWRENCE B BUTTENWEISER
TRUSTEE
 1.0 X           0 0 0
(11) GEORGE CAMPBELL JRPHD
TRUSTEE
 3.0 X           0 0 0
(12) BRUCE DONIGER
TRUSTEE
 2.0 X           0 0 0
(13) ARTHUR D EMIL deceased 7-6-10
TRUSTEE
 2.0 X           0 0 0
(14) KAREN L FINERMAN
TRUSTEE
 1.0 X           0 0 0
(15) JAY N GOLDBERG
TRUSTEE
 1.0 X           0 0 0
(16) RUTH L GOTTESMAN EdD
TRUSTEE
 1.0 X           0 0 0
(17) DAVID C GOTTLIEB
TRUSTEE
 1.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) BARRY W GRAY
TRUSTEE
 1.0 X           0 0 0
(19) PATRICIA GREEN
TRUSTEE
 1.0 X           0 0 0
(20) JOHN H GUTFREUND
TRUSTEE
 2.0 X           0 0 0
(21) THOMAS L HARRISON
TRUSTEE
 2.0 X           0 0 0
(22) JOHN HEFFER
TRUSTEE
 5.0 X           0 0 0
(23) LEWIS HENKIND
SECRETARY
 3.0 X           0 0 0
(24) HELEN A JOHNSON
TRUSTEE
 2.0 X           0 0 0
(25) DAVID B KEIDAN
TRUSTEE
 2.0 X           0 0 0
(26) BRUCE J KLATSKY
TRUSTEE
 2.0 X           0 0 0
(27) ALAN M KLEIN
TRUSTEE
 2.0 X           0 0 0
(28) STACEY R LANE
TRUSTEE
 2.0 X           0 0 0
(29) JAY B LANGNER
TRUSTEE/CHAIRMAN EMERITUS
 2.0 X           0 0 0
(30) CHRISTOPHER D MCFADDEN
TRUSTEE
 2.0 X           0 0 0
(31) ALAN G MNUCHIN
TRUSTEE
 1.0 X           0 0 0
(32) MARGARET S NATHAN
TRUSTEE
 1.0 X           0 0 0
(33) PETER J NEUFELD
TRUSTEE
 3.0 X           0 0 0
(34) NED S OFFIT
TRUSTEE
 2.0 X           0 0 0
(35) JOHN W RIEHM Trustee emeritus 5-10
TRUSTEE
 1.0 X           0 0 0
(36) GAYLE F ROBINSON
TRUSTEE
 2.0 X           0 0 0
(37) JON W ROTENSTREICH
TRUSTEE
 2.0 X           0 0 0
(38) RUTH SAPORTA
TRUSTEE
 1.0 X           0 0 0
(39) HON FELICE K SHEA
TRUSTEE
 1.0 X           0 0 0
(40) DAVID F STEIN
TRUSTEE
 2.0 X           0 0 0
(41) EDWIN H STERN III
TRUSTEE
 2.0 X           0 0 0
(42) DAVID A TANNER
CHAIRMAN
 5.0 X           0 0 0
(43) CYNTHIA KING VANCE
TRUSTEE
 3.0 X           0 0 0
(44) KENNETH D WEISER
Treasurer
 2.0 X           0 0 0
(45) JIDE J ZEITLIN
TRUSTEE
 2.0 X           0 0 0
(46) STEVEN SAFYER MD
PRESIDENT & CEO
 56.8 X   X       1,802,884 0 2,262,310
(47) JENNIE EMIL ELECTED 9-28-10
TRUSTEE
 2.0 X           0 0 0
(48) Robert B Conaty
Executive VP-Operations
 48.8     X       2,187,690 0 34,714
(49) JOEL PERLMAN
EXECutive VP & CfO
 55.8     X       1,653,718 0 1,589,646
(50) Christopher Panczner
Assistant Secretary
 45.2     X       657,946 0 138,933
(51) SUSAN GREEN-LORENZEN RN
SR VP OPERations
 60.0       X     523,255 0 32,974
(52) ROBERT MICHLER MD
CHAIR/Surg & Cardiothoracic Su
 60.0         X   2,536,189 0 36,714
(53) RICHARD KRAUT DDS
CHAIRMAN-DENTISTRY
 60.0         X   1,765,363 0 32,714
(54) ALLAN BROOK MD
DIR/INTERVENTIONAL RADIOLOGY
 60.0         X   1,045,757 0 32,714
(55) FRANCIS PORRECA MD
VASCULAR SURGEON
 60.0         X   1,125,045 0 32,129
(56) SHALOM KALNICKI MD
Chairman Radiation Oncology
 60.0         X   2,339,127 0 34,401
(57) Spencer Foreman MD
Former President & CEO
 4.0           X 175,000 0 0
(58) Donald L Ashkenase
Special Advisor to the Pres.
 58.8           X 895,095 0 37,901
(59) ELAINE M BRENNAN RN
FORMER SR VP OPERATIONS
 0.0           X 405,856 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 17,112,925 0 4,265,150
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet3,239
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Gotham Per Diem Inc
75 Maiden Lane 7th Floor
NEW YORK,NY10038 		Home Health Aides 6,133,911
The Chartis Group LLC
Department 5925
CAROL STREAM,IL60122 		Consulting Services 4,072,956
Fastaff Inc
Dept 1452
DENVER,CO80291 		Temporary Nurses 3,968,510
Bells Nursing Reg Emp Agency Inc
90-50 Parsons Blvd Suite 210
JAMAICA,NY11432 		temporary personnel 3,682,876
Winston Staffing Services Inc
122 East 42nd Street Suite 320
NEW YORK,NY10168 		Temporary personnel 3,539,577
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet244
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 516,429
b Membership dues....1b  
c Fundraising events....1c 2,554,969
d Related organizations...1d  
e Government grants (contributions)1e 47,543,267
f All other contributions, gifts, grants, and
similar amounts not included above1f 		12,130,378
g Noncash contributions included in lines 1a-1f:$ 1,237,577
h Total. Add lines 1a-1f.......MediumBullet 62,745,043
Program Service Revenue Business Code
2a INPATIENT SERVICES 623,000 1,539,422,252 1,539,422,252    
b OUTPATIENT SVCS EXCLUDING HOMECARE 621,400 810,626,833 810,066,303 560,530  
c HOME HEALTH CARE SERVICES 621,610 68,650,270 68,650,270    
d MEDICAL EDUCATION PROGRAM ACTIVITIES 611,710 15,465,933 15,465,933    
e EQUITY EARNINGS 900,099 6,628,170 6,628,170    
f All other program service revenue . 33,196,119 23,736,907 9,459,212  
g Total. Add lines 2a–2f........MediumBullet 2,473,989,577
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 10,543,279   341,210 10,202,069
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 2,551,936  
b Less: rental expenses 2,683,711  
c Rental income or (loss) -131,775  
d Net rental income or (loss).......MediumBullet -131,775     -131,775
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,225,690  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 9,225,690  
d Net gain or (loss)..........MediumBullet 9,225,690   148,167 9,077,523
8a Gross income from fundraising events (not including
$ 2,554,969
of contributions reported on line 1c). See Part IV, line 18 ...
a 701,867
b Less: direct expenses ...b 1,321,277
c Net income or (loss) from fundraising events..MediumBullet -619,410   -619,410
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 14,865
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 14,865     14,865
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MEDICAL RESIDENTS FICA TAX RECOVERY 900,099 21,500,000     21,500,000
b PARKING INCOME 812,930 4,502,985     4,502,985
c CAFETERIA REVENUE 722,210 4,418,921     4,418,921
d All other revenue .... 707,606     707,606
e Total. Add lines 11a–11d ......MediumBullet 31,129,512
12 Total revenue. See Instructions....MediumBullet 2,586,896,781 2,463,969,835 10,509,119 49,672,784
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 6,624,836 6,624,836
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 836,019 836,019
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 10,292,603 6,622,814 3,669,789  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 1,234,503,601 1,103,975,171 129,319,995 1,208,435
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 77,843,145 71,146,036 6,616,862 80,247
9 Other employee benefits ....... 201,958,645 183,007,971 18,731,372 219,302
10 Payroll taxes ........... 86,787,272 75,077,438 11,628,417 81,417
11 Fees for services (non-employees):        
a Management ...... 3,444,374 2,967,884 476,490  
b Legal ......... 2,754,201 1,563,028 1,191,173  
c Accounting ........... 631,623   631,623  
d Lobbying ........... 1,378,727 1,378,727    
e Professional fundraising. See Part IV, line 17.. 175,000 175,000
f Investment management fees ...... 1,086,000   1,086,000  
g Other .......... 88,430,037 75,718,693 12,608,186 103,158
12 Advertising and promotion .... 2,243,521 326,640 1,916,881  
13 Office expenses ....... 386,146,489 371,864,287 14,235,804 46,398
14 Information technology ...... 21,569,264 5,376,529 16,192,735  
15 Royalties .. 0      
16 Occupancy ........... 102,579,942 90,000,930 12,563,222 15,790
17 Travel ............ 7,013,024 6,135,926 869,515 7,583
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,059,319 2,015,950 1,013,239 30,130
20 Interest ........... 1,624,263 1,373,602 250,661  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 94,553,671 89,040,296 5,508,496 4,879
23 Insurance .............. 120,881,544 117,811,069 3,070,475  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a CONTINUING MEDICAL EDUCATION 11,803,910 11,803,910    
b BILLING & COLLECTIONS 4,958,395   4,958,395  
c PATIENT TRANSPORTATION EXP 3,928,837 3,928,837    
d MEMBERSHIP DUES 2,796,064 2,372,293 422,111 1,660
e TRANSCRIPTION EXP 2,720,270 2,720,270    
f All other expenses 1,956,930 1,608,958 344,934 3,038
25 Total functional expenses. Add lines 1 through 24f 2,484,581,526 2,235,298,114 247,306,375 1,977,037
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 369,152 1 4,315,370
2 Savings and temporary cash investments ....... 196,822,437 2 195,497,252
3 Pledges and grants receivable, net ......... 5,009,306 3 6,446,921
4 Accounts receivable, net ......... 208,548,280 4 188,821,678
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 741,312 7 518,945
8 Inventories for sale or use .............. 23,830,101 8 22,558,316
9 Prepaid expenses and deferred charges ............ 20,952,306 9 19,179,940
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,061,921,011
b Less: accumulated depreciation. ..... 10b 1,395,058,980 671,760,976 10c 666,862,031
11 Investments—publicly traded securities .......... 464,288,394 11 671,766,023
12 Investments—other securities. See Part IV, line 11 ...... 114,157,698 12 126,544,900
13 Investments—program-related. See Part IV, line 11 .. 1,065,313 13 1,229,641
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 23,488,697 15 30,963,878
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,731,033,972 16 1,934,704,895
Liabilities 17 Accounts payable and accrued expenses . 334,952,009 17 386,686,903
18 Grants payable ..........   18  
19 Deferred revenue .......... 30,379,171 19 31,436,808
20 Tax-exempt bond liabilities .......... 544,429,692 20 535,971,384
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 13,910,993 23 13,850,638
24 Unsecured notes and loans payable to unrelated third parties .... 1,000,000 24 1,000,000
25 Other liabilities. Complete Part X of Schedule D..... 397,623,383 25 431,160,033
26 Total liabilities. Add lines 17 through 25..... 1,322,295,248 26 1,400,105,766
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 306,543,273 27 436,805,130
28 Temporarily restricted net assets ..... 76,845,418 28 72,443,966
29 Permanently restricted net assets ..... 25,350,033 29 25,350,033
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 408,738,724 33 534,599,129
34 Total liabilities and net assets/fund balances ..... 1,731,033,972 34 1,934,704,895
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
2,586,896,781
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
2,484,581,526
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
102,315,255
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
408,738,724
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
23,545,150
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
534,599,129
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Montefiore Medical Center
  		Employer identification number

13-1740114
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Montefiore Medical Center
  		Employer identification number

13-1740114
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Montefiore Medical Center
  		Employer identification number

13-1740114
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
1,378,727
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
1,378,727
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Part II-B, line G   THE MEDICAL CENTER'S LOBBYING EXPENDITURES INCLUDED THE FOLLOWING: 1. A PERCENTAGE OF MEMBERSHIP DUES PAID TO THE FOLLOWING ORGANIZATIONS THAT ARE USED BY SUCH ORGANIZATIONS FOR LOBBYING EFFORTS: - GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA) - ASSOCIATION OF AMERICAN MEDICAL COLLEGES - AMERICAN HOSPITAL ASSOCIATION - HEALTH CARE ASSOCIATION OF NYS - 1199/SEIU - GNYHA HEALTH EDUCATION PROJECT 2. aMOUNTS PAID TO tHE cARMEN gROUP FOR FEDERAL LOBBYING AND MANATT, PHELPS & pHILLIPS, LLP FOR NYS LOBBYING RELATED TO REGULATIONS AND LEGISLATION IMPACTING MMC'S PROGRAMS.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 25,350,033 25,350,033 25,350,033
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 25,350,033 25,350,033 25,350,033
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet100.000 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   14,351,370 14,351,370
b Buildings ................   1,205,246,308 680,448,221 524,798,087
c Leasehold improvements ............        
d Equipment ................   800,533,571 711,637,589 88,895,982
e Other .................   41,789,762 2,973,170 38,816,592
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 666,862,031
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) MALPRACTICE INSURANCE PROGRAMS 		46,331,370 F

(B) LIMITED PARTNERSHIPS 		35,663,000 F

(C) EMPLOYEE DEFERRED COMP ASSETS 		10,113,900 F

(D) MANAGED CARE COMPANIES 		34,436,630 C





Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 126,544,900
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
RETIREE HEALTH BENEFITS 82,992,004
MALPRACTICE INSURANCE LIABILITIES 109,830,041
EMPLOYEE DEFERRED COMP LIABILITIES 10,113,900
PENSION LIABILITY 3,678,176
OTHER LONG-TERM LIABILITIES 224,545,912




Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 431,160,033
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Part V, line 4   The organization's endowments were established pursuant to donor gifts received over time so the earnings can provide support to the Medical Center's activities, specifically its clinical programs and related research.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Sub-Saharan Africa     Grantmaking Aids Program 817,619
Central America and the Caribbean     Grantmaking Aids Program 18,400
Central America and the Caribbean     Program Services Malpractice insurance 454,254
Central America and the Caribbean     Investments   3,049,279
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     4,339,552
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     4,339,552
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa Aids Project 700,000 wire      
Sub-Saharan Africa Aids Project 117,619 Wire      
Cent. America/Caribbean National Aids program 18,400 wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
3
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
Part I, Line 2   The organization's procedures for monitoring the use of grant funds outside the United STates includes regular financial reporting and analysis and field investigations by medical center employees associated with the grant programs to confirm funds are being used in accordance with the awards.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Community Counseling Serv Co
461 Fifth Avenue 3rd Floor
 
New York, NY10017 		Strategic campaign   No 0 175,000 0
Total .................right arrow 0 175,000 0
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Dinner Dance
(event type) 		(b) Event #2

Golf Outing
(event type) 		(c) Other Events

7
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,299,365 645,355 312,116 3,256,836
2 Less: Charitable
contributions . . . 		1,864,365 511,155 179,449 2,554,969
3 Gross income (line 1
minus line 2) . . . 		435,000 134,200 132,667 701,867
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .   750   750
6 Rent/facility costs . . 707,615 192,123 123,081 1,022,819
7 Food and beverages . .        
8 Entertainment . . . 14,250   3,002 17,252
9 Other direct expenses . 144,473 111,967 24,016 280,456
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 1,321,277
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -619,410
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    51,741,144 16,594,287 35,146,857 1.410 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    773,747,368 668,602,291 105,145,077 4.230 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs ..... 		    825,488,512 685,196,578 140,291,934 5.640 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    32,334,766 38,929 32,295,837 1.300 %
f Health professions education
(from Worksheet 5) .. 		    308,472,046 176,749,397 131,722,649 5.300 %
g Subsidized health services
(from Worksheet 6) .. 		    87,572,689 67,927,479 19,645,210 0.790 %
h Research (from Worksheet 7)     24,302,790   24,302,790 0.980 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    4,176,813   4,176,813 0.170 %
jTotal Other Benefits ...     456,859,104 244,715,805 212,143,299 8.540 %
kTotal. Add lines 7d and 7j. ..     1,282,347,616 929,912,383 352,435,233 14.180 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     418,870   418,870 0.020 %
2 Economic development            
3 Community support     37,878   37,878  
4 Environmental improvements     452,088   452,088 0.020 %
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     189,190   189,190 0.010 %
9 Other            
10 Total     1,098,026   1,098,026 0.050 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
18,726,004
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
14,850,897
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
361,889,494
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
282,491,953
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
79,397,541
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
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......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?4
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Montefiore Medical Center-Moses Division
111 East 210th Street
Bronx,NY10467 		X X   X   X X    
2 Montefiore Medical Center-Weiler Div
1825 Eastchester Rd
Bronx,NY10461 		X X   X   X X    
3 Montefiore Medical Center-North Division
600 E 233rd Street
Bronx,NY10466 		X X   X   X X    
4 Children's Hospital at Montefiore
3415 Bainbridge Avenue
Bronx,NY10467 		X X X X   X X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Montefiore Medical Center-Moses Division
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1 Yes  
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20 10
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3 Yes  
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4 Yes  
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5 Yes  
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7 Yes  
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Montefiore Medical Center-Weiler Div
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1 Yes  
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20 10
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3 Yes  
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4 Yes  
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5 Yes  
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7 Yes  
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Montefiore Medical Center-North Division
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1 Yes  
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20 10
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3 Yes  
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4 Yes  
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5 Yes  
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7 Yes  
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Children's Hospital at Montefiore
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1 Yes  
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20 10
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3 Yes  
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4 Yes  
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5 Yes  
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7 Yes  
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?118
Name and address Type of Facility (Describe)
1 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
2 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
3 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
4 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
5 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
6 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
7 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
8 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
9 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
10 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
11 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
12 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
13 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
14 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
15 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
16 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
17 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
18 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
19 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
20 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
21 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
22 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
23 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
24 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
25 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
26 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
27 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
28 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
29 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
30 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
31 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
32 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
33 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
34 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
35 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
36 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
37 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
38 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
39 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
40 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
41 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
42 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
43 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
44 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
45 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
46 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
47 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
48 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
49 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
50 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
51 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
52 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
53 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
54 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
55 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
56 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
57 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
58 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
59 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
60 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
61 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
62 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
63 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
64 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
65 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
66 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
67 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
68 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
69 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
70 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
71 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
72 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
73 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
74 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
75 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
76 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
77 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
78 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
79 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
80 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
81 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
82 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
83 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
84 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
85 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
86 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
87 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
88 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
89 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
90 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
91 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
92 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
93 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
94 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
95 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
96 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
97 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
98 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
99 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
100 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
101 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
102 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
103 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
104 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
105 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
106 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
107 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
108 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
109 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
110 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
111 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
112 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
113 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
114 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
115 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
116 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
117 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
118 Greene Medical Arts Pavillion
3400 Bainbridge Avenue
Bronx,NY10467 		Hospital Outpatient Dept
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
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 organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
1. PART I, LINE 7G:   INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES IS APPROXIMATELY $430,000 OF NET COMMUNITY BENEFIT EXPENSES THAT WERE PROVIDED BY FREE STANDING CLINICS FOR SCHOOL BASED HEALTH PROGRAMS AND CHILD ABUSE SERVICES. THESE SUBSIDIZED HEALTH SERVICES WERE PROVIDED TO DELIVER CRITICALLY NEEDED HEALTH CARE TO A POPULATION THAT WOULD NOT HAVE ACCESS TO THESE HEALTH SERVICES IF THESE PROGRAMS WERE NOT IN PLACE.
1. PART I, LINE 7:   THE COST-TO-CHARGE RATIO METHODOLOGY WAS UTILIZED TO CALCULATE THE AMOUNT INCLUDED IN THE TABLE. THE CALCULATION OF THIS RATIO WAS DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGE.
1. PART II - COMMUNITY BUILDING ACTIVITIES   THE MEDICAL CENTER IS ACTIVELY INVOLVED WITH COMMUNITY-BASED ORGANIZATIONS AND SPECIAL COMMUNITY HEALTH PROGRAMS TO ADVANCE THE HEALTH OF THE COMMUNITIES SERVED. THE MEDICAL CENTER'S COMMUNITY BUILDING ACTIVITIES INCLUDE COMMUNITY SUPPORT OF THE BRONX AIDS VOLUNTEERS ORGANIZATION, THE LEAD POISONING PREVENTION PROGRAM AND RECRUITMENT OF MUCH NEEDED MEDICAL PROFESSIONALS TO THE HEALTH PROFESSIONAL SHORTAGE AREAS (HPSA) OF THE BRONX. MONTEFIORE'S LEAD POISONING PREVENTION, SCREENING AND TREATMENT PROGRAM IS NATIONALLY RECOGNIZED SERVING POPULATIONS AT HIGHEST RISK FOR LEAD POISONING. THE LEAD SAFE HOUSE IS A MODEL HOUSING PROGRAM TO SHELTER FAMILIES OF CHILDREN WITH HIGH LEAD LEVELS WHILE THEIR HOMES ARE MADE LEAD FREE. THE AIDS VOLUNTEER PROGRAM, PROJECT BRAVO, PROVIDES A RANGE OF SUPPPORTIVE SERVICES INCLUDING TRANSPORTATION, MEALS AND VISITING SERVICES TO HOMEBOUND PATIENTS.
1. PART III, LINE 4   AS REPORTED IN MONTEFIORE MEDICAL CENTER'S AUDITED FINANCIAL STATEMENTS, BAD DEBT EXPENSE IS DESCRIBED AS FOLLOWS: "THE MEDICAL CENTER, IN KEEPING WITH ITS MISSION AND PHILOSOPHY TO PROVIDE QUALITY CARE AND COMPASSIONATE SERVICE, EXTENDS CHARITY CARE TO THOSE PATIENTS WHO DO NOT HAVE THE ABILITY TO MEET THEIR OBLIGATIONS. CHARITY AND UNCOMPENSATED CARE PROVIDED, INCLUDING REDUCTIONS FOR UNINSURED AND UNDERINSURED PATIENTS, AMOUNTED TO APPROXIMATELY $217 MILLION FOR THE YEAR ENDED DECEMBER 31, 2010. THE METHOD USED TO DETERMINE THE ORGANIZATION'S BAD DEBT EXPENSE AT COST WAS THE THE COST TO CHARGE RATIO. THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE (AT COST) ATTRIBUTABLE TO PATIENTS UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS BASED ON PREDICTIVE ANALYSIS. Bad debt is included as a community benefit because the organization provides much needed health care services indiscriminately to the community-at-large without regard to whether or not the patient has insurance and the bill will ever be paid.
1. PART III, LINE 8:   Medicare allowable costs reported on Part III, line 6, per Schedule H instructions, were derived using the Medicare Cost Report cost-finding methodology, which apportions routine costs to Medicare using days and ancillary costs to Medicare using departmental ratios of costs to charge (RCCs). THE FOLLOWING TABLE REPRESENTS A RECONCILLIATION OF MEDICARE REVENUE AND COSTS INCLUDED ON LINES 5, 6, AND 7 IN PART III TO THE TOTAL ACTUAL MEDICARE REVENUE AND COSTS OF THE MEDICAL CENTER. AS HIGHLIGHTED IN THIS TABLE, INCLUDING THE ADJUSTMENTS DESCRIBED BELOW WOULD HAVE RESULTED IN A MEDICARE SHORTFALL OF $7,059,013. ALLOWABLE SURPLUS REVENUE COSTS (SHORTFALL) SCH H, PART III LINES 5, 6, 7 $361,889,494 $282,491,953 $79,397,541 ADD: COSTS NOT INCLUDED IN MEDICARE COST REPORT - 14,255,711 (14,255,711) ADD: MEDICARE DME 34,405,298 74,543,832 (40,138,534) ADD: EMP PHYS SERV 34,962,000 61,207,839 (26,245,839) ADD: MED SUBSID HLTH SERV 11,543,000 17,359,470 (5,816,470) TOTAL OVERALL MEDICARE Shortfall $442,799,792 $449,858,805 ($7,059,013) MEDICARE REVENUE AND ALLOWABLE COSTS REPORTED IN PART III, SECTION B, WERE DERIVED FROM THE MEDICARE COST REPORT. HOWEVER, LINES 5, 6, AND 7 IN PART III DO NOT INCLUDE CERTAIN MEDICARE REVENUE AND COSTS AND THUS DO NOT PRESENT THE ENTIRE FINANCIAL PICTURE OF THE MEDICAL CENTER'S PARTICIPATION IN THE MEDICARE PROGRAM. IN ADDITION, THE MEDICARE COST REPORT COST-FINDING METHODOLOGY IS INCONSISTENT WITH THE REST OF SCHEDULE h, WHEREBY COSTS ARE CALCULATED USING THE MEDICAL CENTER'S OVERALL RATIO OF COST TO CHARGES (RCC) FROM WORKSHEET 2. ACCORDINGLY, THE MEDICARE SURPLUS REFLECTED ON PART III, LINE 7 BEFORE THE ADJUSTMENTS REFLECTED BELOW IS SIGNIFICANTLY OVERSTATED. fOR EXAMPLE, PART III EXCLUDES CERTAIN MEDICAL CENTER EXPENSES THAT ARE NOT PART OF THE MEDICARE COST FINDING PROCESS. tHESE COSTS INCLUDE CERTAIN CONSULTING AND MARKETING EXPENSES, COSTS RELATED TO NURSE PRACTITIONERS, NURSE MIDWIVES, PHYSICIAN ASSISTANTS, AND HOSPITALISTS WHO BILL THE MEDICARE PROGRAM FOR PART B SERVICES AND PHYSICIAN COSTS EXCEEDING THE MEDICARE REASONABLE COMPENSATION EQUIVALENT (RCE) LIMITS. INCLUDING THE MEDICARE SHARE OF THESE COSTS WOULD HAVE REDUCED THE MEDICARE SURPLUS ON LINE 7 BY $14,255,711. PART III ALSO EXCLUDES MEDICARE REVENUE AND ALLOWABLE COSTS FROM THE MEDICARE COST REPORT RELATED TO DIRECT MEDICAL EDUCATION (DME), WHICH WERE REPORTED IN PART I, LINE 7F AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE SHARE OF DME LOSSES HAD BEEN REPORTED IN PART III, THE MEDICARE SURPLUS ON LINE 7 WOULD HAVE BEEN REDUCED BY $40,138,534 (SEE ABOVE RECONCILIATION TABLE). ADDITIONALLY, PART III EXCLUDES MEDICARE REVENUE AND COSTS FOR SERVICES BILLED FOR THE MEDICAL CENTER'S EMPLOYED PHYSICIANS THAT ARE PART OF THE RCC CALCULATION IN WORKSHEET 2 BUT ARE NOT REFLECTED IN THE MEDICAL CENTER'S MEDICARE COST REPORT. INCLUDING THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S EMPLOYED PHYSICIANS SERVICES WOULD HAVE REDUCED THE MEDICARE SURPLUS ON LINE 7 BY AN ADDITIONAL $26,245,839 (SEE ABOVE RECONCILIATION TABLE). PART III ALSO EXCLUDED MEDICARE REVENUE AND COSTS FROM THE MEDICARE COST REPORT ASSOCIATED WITH SUBSIDIZED HEALTH SERVICES WHICH WERE REPORTED IN PART I, LINE 7G AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S SUBSIDIZED HEALTH SERVICES HAD BEEN REPORTED IN PART III, THE MEDICARE SURPLUS IN LINE 7 WOULD HAVE BEEN REDUCED BY AN ADDITIONAL $5,816,470 (SEE ABOVE RECONCILIATION TABLE). PART V LINE 3 - OPTIONAL INFORMATION MONTEFIORE ASSESSES COMMUNITY NEEDS BY: - REVIEWING PUBLICLY-AVAILABLE DATA SOURCES AND NEEDS ASSESSMENT REPORTS (SUCH AS THE NYCDOHMH COMMUNITY HEALTH ASSESSMENT AND THE GNYHA HEALTH CARE STATISTICS), AND CONDUCTING FOCUSED ASSESSMENTS OF STATISTICAL MEASURES, RELATED TO THE HEALTH STATUS OF THE COMMUNITIES SERVED, AND OF HIGH-RISK POPULATIONS IN THOSE COMMUNITIES; - PARTNERING WITH OTHER ORGANIZATIONS AND PUBLIC AGENCIES LIKE THE NYC DEPARTMENT OF HEALTH AND MENTAL HYGIENE, TO EVALUATE NEEDS AND STRUCTURE RESPONSES, AS PART OF AN ORGANIZED "COMMUNITY HEALTH ASSESSMENT" PROCESS; AND - WORKING WITH SPECIFIC CONSTITUENIES-GEOGRAPHIC, AGE-SPECIFIC AND/ OR DIAGNOSIS-SPECIFIC-TO ASSESS THEIR PARTICULAR NEEDS, AND WAYS TO MORE EFFECTIVELY TARGET PROGRAMS AND INITIATIVES TO MEET THEIR NEEDS. pART V, LINE 4 - OPTIONAL INFORMATION tHE NEEDS ASSESSMENT WAS CONDUCTED WITH THE FOUR HOSPITALS THAT COMPRISE MONTEFIORE - MOSES DIVISION, WEILER DIVISION, NORTH DIVISION AND THE CHILDREN'S HOSPITAL AT MONTEFIORE. IN ADDITION, MONTEFIORE IS A MEMBER OF THE GREATER NEW YORK HOSPITAL ASSOCIATION, WHICH PROVIDES RESOURCES FOR THE MEMBER HOSPITALS TO UTILIZE, TO HELP PROVIDE A COMMUNITY-WIDE VIEW OF THE NEEDS OF THE HOSPITAL COMMUNITIES. END OF OPTIONAL PART V, LINE 4 SECTION
2. NEEDS ASSESSMENT   MONTEFIORE ASSESSES COMMUNITY NEEDS BY: - REVIEWING PUBLICLY-AVAILABLE DATA SOURCES AND NEEDS ASSESSMENT REPORTS (SUCH AS THE NYCDOHMH COMMUNITY HEALTH ASSESSMENT AND THE GNYHA HEALTH CARE STATISTICS), AND CONDUCTING FOCUSED ASSESSMENTS OF STATISTICAL MEASURES, RELATED TO THE HEALTH STATUS OF THE COMMUNITIES SERVED, AND OF HIGH-RISK POPULATIONS IN THOSE COMMUNITIES; - PARTNERING WITH OTHER ORGANIZATIONS AND PUBLIC AGENCIES LIKE THE NYC DEPARTMENT OF HEALTH AND MENTAL HYGIENE, TO EVALUATE NEEDS AND STRUCTURE RESPONSES, AS PART OF AN ORGANIZED "COMMUNITY HEALTH ASSESSMENT" PROCESS; AND - WORKING WITH SPECIFIC CONSTITUENIES-GEOGRAPHIC, AGE-SPECIFIC AND/ OR DIAGNOSIS-SPECIFIC-TO ASSESS THEIR PARTICULAR NEEDS, AND WAYS TO MORE EFFECTIVELY TARGET PROGRAMS AND INITIATIVES TO MEET THEIR NEEDS. OVERVIEW OF MONTEFIORE'S APPROACH THE PRIMARY APPROACH USED TO GAIN INPUT AND COMMUNITY INVOLVEMENT IS THROUGH A VARIETY OF COMMUNITY ADVISORY BOARDS (CABS). MONTEFIORE MEDICAL CENTER WORKS EXTENSIVELY WITH REPRESENTATIVES OF THE AFFECTED COMMUNITIES THROUGH THESE CABS TO IDENTIFY HEALTH CARE NEEDS AND DETERMINE THE APPROPRIATE CONFIGURATION OF SERVICES. ON A REGULAR BASIS, MONTEFIORE REPORTS TO THESE VARIOUS COMMUNITY GROUPS ON THE MEDICAL CENTER'S PERFORMANCE AND SERVICES, THE STATUS OF PROGRAMS, FINANCIAL AND UTILIZATION STATISTICS, THE PLAN FOR AND IMPLEMENTATION OF COMMUNITY SERVICES, AND PLANS FOR THE FUTURE. - EACH OF MMC'S HOSPITALS HAS AN ORGANIZED CAB, MADE UP OF RESIDENTS OF THE COMMUNITIES WHICH EACH SERVES. - EACH OF MMC'S FEDERALLY-QUALIFIED COMMUNITY HEALTH CENTERS HAS A SIMILAR CAB, MADE UP OF FAMILIES SERVED BY THESE FACILITIES. - THE SCHOOL HEALTH PROGRAM HAS ITS OWN, WELL DEVELOPED MECHANISM TO ASSURE LOCAL INPUT AND COMMUNITY RELEVANCE FOR ITS PROGRAMS. THE PROGRAMS AT EACH OF THE 18 SCHOOLS ARE DEFINED AND GUIDED BY ACTIVE SCHOOL-BASED ADVISORY COMMITTEES AND WELLNESS COUNCILS, WHOSE MEMBERS INCLUDE PRINCIPALS, TEACHERS, ADMINISTRATORS, PARENTS, STUDENTS AND REPRESENTATIVES FROM COMMUNITY AGENCIES. - WITH REGARDS TO THE CHILDREN'S HOSPITAL, MMC WENT A STEP FURTHER, INVOLVING CHILDREN AND FAMILIES IN THE ACTUAL DESIGN OF THE FACILITY, AND INCLUDING PARENTS AND FAMILY MEMBERS IN GROUPS SETTING POLICIES AND PROCEDURES FOR THE CHILDREN'S HOSPITAL. THAT EFFORT TO INCLUDE CHILDREN AND FAMILIES IN THE CHILDREN'S HOSPITAL OPERATIONS CONTINUES, THROUGH THE FUNCTION OF THE FAMILY ADVISORY COMMITTEE. - THE INFECTIOUS DISEASE (ID) CLINIC HAS A CONSUMER ADVISORY COMMITTEE OF PEOPLE LIVING WITH HIV AND AIDS. THE COMMITTEE MEETS MONTHLY WITH REPRESENTATIVES FROM PATIENTS, CLINIC STAFF, AND ID CLINIC LEADERSHIP. PATIENTS ON THE COMMITTEE EVALUATE THE DELIVERY OF SERVICES AND CARE IN THE ID CLINIC AND PROVIDE FEEDBACK ABOUT THE PLANNING OF NEW PROGRAMS. PATIENTS ARE WELCOME TO ATTEND ANY OF THE MEETINGS AS A GUEST. MONTEFIORE MEDICAL CENTER HAS A BOARD COMMITTEE, WHICH IS FOCUSED ON COMMUNITY SERVICES. IT IS RESPONSIBLE FOR OVERSEEING MONTEFIORE'S COMMUNITY SERVICES AND COMMUNITY BENEFIT ACTIVITIES TO ENSURE THEY ARE FORMULATED TO FACILITATE THE FULFILLMENT OF THE MEDICAL CENTER'S MISSION AND MEET THE NEEDS OF THE COMMUNITY. THE COMMITTEE MEETS REGULARY TO: - BECOME FAMILIAR WITH AND ASSESS MONTEFIORE'S PROGRAMS OF COMMUNITY SERVICE, AND THE EXTENT TO WHICH THEY ADDRESS AND MAKE A MEANINGFUL IMPACT ON PRESSING COMMUNITY NEEDS; - REVIEW ASSESSMENTS OF THE HEALTH CARE NEEDS OF THE COMMUNITIES THAT MONTEFIORE SERVES; - REVIEW AND APPROVE MONTEFIORE'S COMMUNITY SERVICE PLAN, WHICH IS SUBMITTED TO NEW YORK STATE; AND - PARTICIPATE IN THE REGULAR ASSESSMENT OF AND REPORTING ON PROGRAMS/SERVICES THAT REPRESENT INVESTMENTS BY THE MEDICAL CENTER IN "COMMUNITY BENEFITS". THE COMMITTEE WORKS CLOSELY WITH MONTEFIORE MANAGEMENT AND/OR RELEVANT BOARD COMMITTEES THAT ARE RESPONSIBLE FOR OVERSEEING THE MEDICAL CENTER'S MISSION TO ASSESS AND IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. PARTNERSHIPS AND COLLABORATIONS BEYOND THE FORMAL STRUCTURE THAT MONTEFIORE HAS ESTABLISHED TO GAIN INPUT FROM THE COMMUNITIES IT SERVES, THE MEDICAL CENTER PARTICIPATES IN A VARIETY OF ORGANIZED PARTNERSHIPS AND COLLABORATIVES, WORKING WITH OTHER PROVIDERS IN THE BRONX, THE NYC DEPARTMENT OF MENTAL HEALTH, COMMUNITY-BASED ORGANIZATIONS IN THE BRONX AND MEMBERS OF THE COMMUNITY IN PLANNING AND DEVELOPING INITIATIVES AIMED AT IMPROVING THE HEALTH OF PEOPLE IN THE BRONX. EXAMPLES OF SUCH EFFORTS INCLUDE: - THE BRONX HEALTH LINK - THE BRONX RHIO - THE BRONX COLLABORATIVE - THE BRONX BREATHES INITIATIVE - THE BRONX HIV PLANNING COUNCIL - SOUTH BRONX ENVIRONMENTAL JUSTICE PARTNERSHIP (SBEJP) - CITIWIDE HARM REDUCTION PROGRAM - BRONX COMMUNITY PALLIATIVE CARE INITIATIVE - BRONX SCIENCE AND HEALTH OPPORTUNITIES PARTNERSHIP - HISPANIC CENTER OF EXCELLENCE - BRONX CENTER TO REDUCE AND ELIMINATE ETHNIC AND RACIAL HEALTH DISPARITIES (BRONX CREED) THROUGH THE EFFORTS OF THE COMMUNITY ADVISORY GROUP OF THE OFFICE OF COMMUNITY HEALTH, MONTEFIORE HAS DEVELOPED ADDITIONAL APPROACHES TO THE ASSESSMENT OF COMMUNITY NEEDS AND HEALTH PRIORITIES AND TO THE ESTABLISHMENT OF PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS. THE OFFICE OF COMMUNITY HEALTH (OCH) WHICH WAS ESTABLISHED IN 2009, ESTABLISHED A COMMUNITY ADVISORY GROUP (CAG). THIS GROUP WAS ORGANIZED TO PARTNER WITH MONTEFIORE TO ASSIST IN THE IDENTIFICATION OF PUBLIC HEALTH PRIORITIES IN THE SERVICE AREA AND TO ENHANCE MMC'S ABILITY TO DEVELOP AND PROVIDE PROGRAMS AND SERVICES THAT ADDRESS THESE PRIORITIES, BOTH ON AN INDIVIDUAL INSTITUTIONAL LEVEL AND ON A COLLABORATIVE LEVEL. IN ADDITION, THIS ALLIANCE HAS CREATED AN OPPORTUNITY FOR COMMUNITY PARTNERS TO REQUEST ASSISTANCE AND PARTICIPATION FROM MONTEFIORE IN THEIR ORGANIZATIONS' INITIATIVES. THE PURPOSE OF THIS CAG IS TO ASSIST MONTEFIORE IN: - CONNECTING WITH A REPRESENTATIVE SAMPLE OF COMMUNITY PROVIDERS ACROSS MAJOR SERVICE AREAS; - FORMALIZING ORGANIZATIONAL COMMUNITY PARTNERSHIPS THAT TRANSCEND INDIVIDUAL RELATIONSHIPS; AND - DEVELOPING OPPORTUNITIES FOR PARTICIPATION IN COMMUNITY HEALTH PROMOTION ACTIVITIES AND COMMUNITY BASED PARTICIPATORY RESEARCH BETWEEN CAG PARTNERS AND THE MEDICAL CENTER. THE GOALS ESTABLISHED FOR THIS CAG ARE TO: - INTRODUCE OCH GOALS AND GAIN ACCEPTANCE/OPENESS TO PARTICIPATION BY COMMUNITY BASED ORGANIZATIONS: - FORMALIZE ORGANIZATIONAL RELATIONSHIPS WITH MONTEFIORE; - DEVELOP A COMMUNITY PARTICIPATORY INPUT PROCESS FOR AREAS OF CRITICAL INTEREST TO MONTEFIORE, INCLUDING - DIABETES/OBESITY, - SMOKING CESSATION AND TOBACCO USE PREVENTION, - CANCER, - Women's Health, - Children's Health, - CARDIOVASCULAR DISEASE; AND - CATEGORIZE RESOURCES AVAILABLE WITHIN AND BETWEEN PARTNERS TO MAKE AVAILABLE TO MONTEFIORE AND THE CAG. THE COMMUNITY ADVISORY GROUP INCLUDES REPRESENTATIVES FROM THE FOLLOWING COMMUNITY ORGANIZATIONS: - ALLIANCE FOR PROGRESS - BRONX BOROUGH PRESIDENT'S OFFICE - BRONX COMMUNITY HEALTHCARE NETWORK - BRONX COUNCIL FOR ENVIRONMENTAL QUALITY - BRONX DISTRICT ATTORNEY'S OFFICE - CRIME VICTIM'S ASSISTANCE UNIT (c.v.a.u.) SATELLITE OFFICE - BRONX HEALTH LINK - BRONX JEWISH COMMUNITY COUNCIL - BRONX OFFICE OF YOUTH DEVELOPMENT, NYC DEPARTMENT OF EDUCATION - BRONX OVERALL ECONOMIC DEVELOPMENT CORPARATION (BOEDC) - BRONX RIVER ALLIANCE - CATHOLIC CHURCHES OF WAKEFIELD - CHILDREN'S HEALTH FUND - CITIZEN'S ADVICE BUREAU - FRIENDS OF VAN CORDTLANDT PARK - HEALTH PEOPLE - KINGSBRIDGE HEIGHTS COMMUNITY CENTER - MMC COMMUNITY ADVISORY BOARDS - MORRIS HEIGHTS HEALTH CENTER - MOSHOLU MONTEFIORE COMMUNITY CENTER - MOUNT HOPE HOUSING - NEIGHBORHOOD INITIATIVE DEVELOPMENT CORPORATION - NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE - SOUTH BRONX DISTRICT PUBLIC HEALTH OFFICE - NORTH EAST BRONX COMMUNITY ALLIANCE - NORTH WEST BRONX COMMUNITY & CLERGY COALITION - NOS QUEDAMOS - WE STAY - OFFICE OF THE BRONX BOROUGH PRESIDENT - PROMESA - SAFE HORIZONS - THE BRONX DEFENDERS - UNITED NEIGHBORHOOD HOUSES - URBAN HEALTH PLAN - YOUTH MINISTRIES FOR PEACE & JUSTICE THE EXISTENCE OF GROUPS LIKE THESE HAVE ALREADY PROVIDED BENEFITS, IN PARTICULAR, THROUGH THE CREATION OF AN OPEN DIALOGUE AMONG ORGANIZATIONS WHICH ARE ALL STRIVING TO IMPROVE THE LIFE OF RESIDENTS OF THE BRONX.
3. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE   ALL INTAKE, REGISTATION, AND COLLECTION AGENCY STAFF IS TRAINED ON THE MEDICAL CENTER'S FINANCIAL AID POLICY AND HOW TO PROVIDE PATIENTS WITH ASSISTANCE. MONTEFIORE MEDICAL CENTER HAS A POLICY THAT ESTABLISHES GUILDLINES FOR THE BILLING OFFICE TO FOLLOW WHEN WORKING WITH INDIVIDUALS WHO ARE HAVING DIFFICULTY PAYING THEIR MEDICAL BILLS. A REFERRAL IS MADE TO THE MEDICAL CENTER'S FINANCIAL AID OFFICE AND A FINANCIAL COUNSELOR WILL HELP THE PATIENT APPLY FOR FREE OR LOW-COST INSURANCE. IF THE FINANCIAL COUNSELOR DETERMINES THAT THE PATIENT DOES NOT QUALIFY FOR LOW-COST INSURANCE, THEY WILL HELP THEM APPLY FOR A FINANCIAL AID DISCOUNT BASED ON THEIR INCOME LEVEL. THE MEDICAL CENTER MAKES ITS FINANCIAL AID POLICY KNOWN TO THE PUBLIC BY PROVIDING WRITTEN INFORMATION AVAILABLE IN BOTH ENGLISH AND SPANISH AT THE ADMITTING OFFICES, REGISTRATION OFFICES, ON ITS WEBSITE, BY MAIL UPON REQUEST OR BY THE CALL CENTER. FINANCIAL AID AVAILABILITY AND OFFICE PHONE NUMBERS ARE PRINTED AT THE BOTTOM OF ALL OF THE MEDICAL CENTER'S BILLS. THERE ARE ALSO SIGNS POSTED AT THE MAIN ENTRANCE TO THE MEDICAL CENTER IN ENGLISH AND SPANISH ADVISING PATIENTS OF THE ROOM LOCATION FOR ASSISTANCE WITH FINANCIAL AID.
4. COMMUNITY INFORMATION   THE MEDICAL CENTER HAS OUTREACH SERVICES RESPONDING TO THE HEALTH CARE AND SOCIAL NEEDS THROUGHOUT THE BRONX AND SOUTHERN WESTCHESTER. IT HAS BECOME A MAJOR COMMUNITY RESOURCE TO A POPULATION WHICH IS AMONG THE COUNTRY'S MOST ECONOMICALLY AND SOCIALLY DISADVANTAGED. ACCORDING TO THE 2008 AMERICAN COMMUNITY SURVEY OF THE U.S. CENSUS, THE BRONX WITH ITS 1.4 MILLION RESIDENTS IS THE NATION'S POOREST URBAN COUNTY AND FOURTH POOREST OVERALL. THE 16TH CONGRESSIONAL DISTRICT IN THE SOUTH BRONX HAD THE HIGHEST POVERTY RATE (40.2%), LOWEST MEDIAN INCOME AND HIGHEST PROPORTION OF CHILDREN LIVING BELOW POVERTY (50.1%) IN THE UNITED STATES. THE BRONX IS ALSO THE YOUNGEST COUNTY IN NEW YORK STATE WITH 29.8% CHILDREN AND ONE OF ONLY FIVE U.S.COUNITES WITH MORE THAN 30% SINGLE FAMILY HOUSEHOLDS. BEFORE THE HEALTH RESOURCES AND SERVICES ADMINISTRATION'S 2008 REGULATION CHANGES DESIGNATING HEALTH PROFESSIONS SHORTAGE AREAS (HPSAS), ALMOST HALF (45%) OF OUR POPULATION LIVED IN FEDERALLY DESGNATED HPSAS; NOW THE BRONX IS QUALIFIED AS A WHOLE COUNTY HPSA. COMMUNITY HEALTH PROFILES OF THE BRONX SHOW POOR HEALTH STATUS, HIGHER THAN AVERAGE INCIDENCE AND PREVALENCE OF HIV AND TUBERCULOSIS, POORER THAN AVERAGE BIRTH OUTCOMES, WORSE THAN AVERAGE ACCESS TO PRIMARY CARE, AND HIGH HOSPITAL ADMISSION RATES FOR DIABETES, CARDIOVASCULAR, CEREBROVASCULAR, PERIPHERAL VASCULAR AND RENAL DISEASES.
5. PROMOTION OF COMMUNITY HEALTH   MONTEFIORE IS A LEADER IN COMMUNITY HEALTH AND HAS A LONG HISTORY OF DEVELOPING INNOVATIVE APPROACHES TO CARE AND TAILORING PROGRAMS TO BEST SERVE THE CHANGING NEEDS OF ITS COMMUNITY. MONTEFIORE EMBRACES ITS SOCIAL RESPONSIBILITY AND DEFINES ITS ROLE BROADLY, PROMOTING WELLNESS IN ADDITION TO TREATING DISEASE AND ADDRESSING NEEDS RANGING FAR BEYOND MEDICAL CARE. MMC EXTENDS THIS RESPONSIBILITY TO THE CARE OF ITS EMPLOYEES AND MEDICAL STAFF, 65% OF WHOM LIVE IN THE SURROUNDING COMMUNITY. THE POPULATION MONTEFIORE SERVES IS ONE OF THE MOST DIVERSE IN THE NATION. MONTEFIORE HAS BEEN AN INCUBATOR FOR PROGRAMS THAT IMPROVE PATIENTS' ACCESS TO CULTURALLY APPROPRIATE SERVICES, AND ITS PROGRESSIVE FINANCIAL AID POLICY AND ROBUST ENTITLEMENT ENROLLMENT PROGRAM SUPPORT ACCESS TO CARE FOR THOSE IN NEED. HISTORICALLY, MONTEFIORE HAS EMBRACED COMMUNITY SERVICE AND COMMUNITY HEALTH IMPROVEMENT AS A DELIVERY SYSTEM CHALLENGE, REACHING OUT TO SERVE THE UNDER-RESOURCED THROUGH ITS EXTENSIVE PRIMARY CARE DELIVERY SYSTEM, INCLUDING A NUMBER OF FEDERALLY-QUALIFIED COMMUNITY HEALTH CENTERS (FQHCS). IN ADDITION, MONTEFIORE HAS DEVELOPED A WIDE RANGE OF SERVICES TARGETED TO SPECIFIC GROUPS IN NEED: THE YOUNG, THE ELDERLY, THE HIV INFECTED AND AFFECTED, THE MENTALLY ILL, THOSE STRUGGLING WITH SUBSTANCE USE, HOMELESSNESS AND VIOLENCE AND THOSE LIVING WITH CHRONIC DISEASES. THE MEDICAL CENTER HAS MAINTAINED AND EXPANDED ITS RANGE OF COMMUNITY SERVICES, REACHING OUT TO AND SERVING POPULATIONS WITH UN-MET HEALTH CARE NEEDS, INCLUDING: - THOSE WITH POOR ACCESS TO COMPREHENSIVE CARE - UNDERSERVED, AT-RISK AND HARD TO REACH CHILDREN AND THEIR FAMILIES - UNDERSERVED AND AT-RISK SENIOR CITIZENS - THOSE AFFECTED BY CANCER - THOSE AFFECTED BY THE CONTINUING HIV EPIDEMIC IN THE BRONX - PERSONS WITH OR AT-RISK FOR TUBERCULOSIS INFECTION - PERSONS AFFECTED WITH PROBLEMS OF SUBSTANCE ABUSE - THE HOMELESS - ADULTS AND CHILDREN WITH LIMITED ACCESS TO PRIMARY DENTAL CARE - THOSE AFFECTED BY CHRONIC HEALTH CARE DISEASE SUCH AS CONGESTIVE HEART FAILURE, DIABETES AND ASTMA. THE MEDICAL CENTER RUNS PROGRAMS OF COMMUNITY HEALTH SERVICES THAT ARE AMONG THE NATION'S MOST EXTENSIVE INCLUDING: - MONTEFIORE'S NETWORK OF PRIMARY CARE CENTERS IN THE BRONX - INCLUDING SEVERAL FEDERALLY-QUALIFIED HEALTH CARE CENTERS(FQHC) - PROVIDES ACCESS TO HIGH-QUALITY PRIMARY HEALTH CARE SERVICES AND A VARIETY OF PRACTICE-BASED AND COMMUNITY OUTREACH PROGRAMS TO SOME OF THE NATION'S POOREST AND MOST UNDERSERVED COMMUNITIES. - MONTEFIORE OPERATES ONE OF THE NATION'S LARGEST PROGRAMS OF SCHOOL-BASED PRIMARY CARE, SERVING OVER 27,000 STUDENTS AT 18 ELEMENTARY, MIDDLE AND HIGH SCHOOLS IN THE BRONX, PROVIDING OVER 70,000 HEALTH, MENTAL HEALTH AND DENTAL VISITS. THIS MODEL PROGRAM IS ABLE TO PROVIDE SERVICES TO ALL STUDENTS IN THESE SCHOOLS, INCLUDING THE ROUGHLY HALF OF ALL STUDENTS WITHOUT INSURANCE. - MONTEFIORE PROVIDES NEEDED HEALTH CARE SERVICES TO HOMELESS CHILDREN AND FAMILIES IN VARIOUS LOCATIONS IN THE BRONX AND THROUGHOUT NEW YORK CITY, THROUGH TWO PROGRAMS, ONE USING A FLEET OF MOBILE MEDICAL UNITS, AND A SECOND USING TEAMS OF PROFESSIONALS PROVIDING SERVICES WITHIN HOMELESS SHELTERS AND ASSESSMENT CENTERS AND COMMUNITY-BASED SERVICE SITES, INCLUDING FAITH-BASED SOUP KITCHENS AND MULTI-SERVICE CENTERS. SERVICE TO VULNERABLE AND AT-RISK POPULATIONS: MONTEFIORE PROVIDES COMPREHENSIVE CARE AND A RANGE OF INNOVATIVE PROGRAMS FOR HIGH-RISK CHILDREN IN THE BRONX, INCLUDING: - A HIGHLY REGARDED PREVENTION, COUNSELING AND TREATMENT PROGRAM FOR ABUSED CHILDREN AND THEIR FAMILIES, BASED IN MONTEFIORE'S CHILD ADVOCACY CENTER. - AN INNOVATIVE, MULTI-LEVEL PROGRAM OF CARE FOR CHILDREN WITH AND AT-RISK FOR OBESITY AND DIABETES, INCLUDING INITIATIVES IN THE SCHOOL-BASED HEALTH CENTERS, IN THE COMMUNITY-BASED PRIMARY CARE SITES AND AT THE CHILDREN'S HOSPITAL AT MONTEFIORE (CHAM). - HEALTH PROFESSIONS EDUCATION PROGRAMS FOR HIGH SCHOOL STUDENTS ARE CONDUCTED IN COLLABORATION WITH AREA HIGH SCHOOLS. THE MEDICAL CENTER OPERATES ONE OF THE NATION'S LARGEST AND MOST COMPREHENSIVE PROGRAMS FOR THE DIAGNOSIS, CARE AND ONGOING MANAGEMENT OF POPULATIONS WITH AND AT-RISK FOR HIV INFECTION, INCLUDING: - A HOSPITAL-BASED, STATE-DESIGNATED COMPREHENSIVE AIDS CENTER THAT SERVES APPROXIMATELY 2,700 INDIVIDUALS WITH HIV/AIDS WITH A BROAD PROGRAM OF AMBULATORY AND INPATIENT CARE. - A COMMUNITY-BASED PROGRAM THAT SERVES APPROXIMATELY 1,100 INDIVIDUALS WITH HIV/AIDS, OPERATING IN THE MEDICAL CENTER'S PRIMARY CARE SITES. - LONGSTANDING PROGRAMS FOCUSED ON THE PREVENTION, EARLY IDENTIFICATION AND ONGOING CARE AND MANAGEMENT OF CHILDREN AND ADOLESCENTS WITH OR AT RISK FOR HIV INFECTION. - AN INNOVATIVE PROGRAM OF OUTREACH HIV PRIMARY AND SPECIALTY CARE SERVICES, THAT ARE LOCATED IN MONTEFIORE'S SUBSTANCE ABUSE TRATMENT PROGRAM, WHICH SERVES APPROXIMATELY 1,050 OPIATE-ADDICTED INDIVIDUALS IN TWO DRUG TREATMENT CENTERS LOCATED THROUGHOUT THE BRONX. THIS SERVICE INFRASTRUCTURE HAS PROVEN INVALUABLE IN MOUNTING EFFECTIVE PUBLIC HEALTH, DIAGNOSIS AND CARE PROGRAMS RESPONDING TO THE TWO OTHER INFECTIOUS DISEASE EPIDEMICS THAT HAVE ALSO AFFLICTED THE BRONX: TUBERCULOSIS AND HEPATITIS-C. MONTEFIORE PROVIDES A WIDE RANGE OF ON-SITE AND OUTREACH PROGRAMS TO SERVE THE BOROUGH'S FRAIL AND AT-RISK ELDERLY, INCLULDING: - A COMPRHENSIVE, MULTI-DISCIPLINARY GERIATRIC AMBULATORY PRACTICE, INCLUDING GERIATRIC MEDICINE AND GERIATRIC PSYCHIATRY, SOCIAL SERVICES, PHARMACY AND NUTRITIONAL COUNSELING, WITH SERVICE SITES IN THE EAST AND WEST BRONX. - AN AGING AND MEMORY CENTER THAT PROVIDES ASSESSMENTS, AMBULATORY CARE AND HOME VISITS BY GERIATRIC PSYCHIATRISTS. - ONE OF THE NATION'S LARGEST HOSPITAL-BASED HOMECARE PROGRAMS, PROVIDING IN-HOME SERVICES TO INNER CITY SENIORS LIVING IN NEIGHBORHOODS THAT ARE AMONG THE COUNTRY'S MOST DISADVANTAGED. - AN EXTENSIVE PROGRAM TO IDENTIFY, PREVENT AND RESPOND TO SUSPECTED ELDER ABUSE. - PHYSICIAN HOME-VISIT PROGRAMS SERVING THE ELDERLY LIVING IN PUBLICLY-SUBSIDIZED HOUSING PROJECTS ACROSS THE BRONX, A PROGRAM MOUNTED IN PARTNERSHIP WITH THE NYC HOUSING AUTHORITY AND LOCAL COMMUNITY AND SOCIAL SERVICES AGENCIES IN "NATURALLY-OCCURRING RETIREMENT COMMUNITIES" - A NEW PROGRAM, PARTNERING WITH THE WESTCHESTER COUNTY DEPARTMENT OF SOCIAL SERVICES THAT REACHES OUT TO ELDERLY RESIDENTS LIVING IN SUBSIDIZED HOUSING PROJECTS IN SOUTHERN WESTCHESTER COUNTY, TO IMPROVE THE MANAGEMENT OF DIABETES AND CARDIOVASCULAR DISEASE THROUGH EDUCATION, DISEASE SCREENING AND REFERRALS. THE DEPARTMENT OF OB-GYN AND WOMEN'S HEALTH IS INVOLVED IN A RANGE OF PROGRAMS FOCUSED ON THE HEALTH NEEDS OF WOMEN IN THE BRONX AND SURRROUNDING COMMUNITIES, INCLUDING: - PARTNERING WITH NY STATE, NY CITY AND LOCAL PROVIDERS ON THE DEVELOPMENT OF A REGIONAL PERINATAL SYSTEM IN THE BRONX, WHICH HAS AMONG THE COUNTRY'S HIGHEST RATES OF INFANT MORTALITY AND DISABILITY AND LOW BIRTH WEIGHT. - PROVISION OF OUTREACH PRIMARY CARE SERVICES TO DOMESTIC VIOLENCE SHELTERS IN THE BRONX. - OPERATION OF THE WOMEN'S AND CHILDREN'S CENTER, A PROGRAM THAT PROVIDES MEDICAL CARE, SUPPORT AND FAMILY COUNSELING TO WOMEN AND CHILDREN INFECTED WITH AND/OR AFFECTED BY AIDS. THE CANCER CENTER OPERATES A COMMUNITY OUTREACH PROGRAM, A RESEARCH BASED CANCER PREVENTION, EDUCATION, AND SUPPORT PROGRAM THAT PROVIDES SUPPORT AND EDUCATIONAL SERVICES TO PATIENTS, FAMILIES, STAFF, AND COMMUNITY MEMBERS FACING THE CHALLENGES OF CANCER. THE CENTER ALSO PARTICIPATES IN CANCER SCREENING, CANCER EDUCATION AND AWARENESS, AND SUPPORT PROGRAMS. MONTEFIORE'S COMMUNITY DENTISTRY PROGRAM PROVIDES DENTAL SERVICES TO A MULTITUDE OF UNDERSERVED AND MEDICALLY COMPROMISED PATIENTS AT ON-SITE DENTAL FACILITIES, ONE COMMUNITY SITE, AND THE INFECTIOUS DISEASE CLINIC AT THE MOSES DIVISION. A MOBILE DENTAL VAN PROVIDES MOBILE DENTAL SERVICES TO THE UNDERSERVED AT A VARIETY OF MONTEFIORE PRIMARY CARE SITES ACROSS THE BRONX. MONTEFIORE WAS RECENTLY DESIGNATED BY NY STATE AS ONE OF FOUR DIABETES CENTERS OF EXCELLENCE IN THE STATE. MONTEFIORE HAS IMPLEMENTED A COMPREHENSIVE ARRAY OF PROGRAMS RESPONDING TO THE "NEXT EPIDEMIC" IN THE BRONX: THE EXTRAORDINARILY HIGH AND INCREASING RATES OF DIABETES AND OBESITY AND THE COMMON CARDIOVASCULAR COMPLICATIONS AND CO-MORBIDITIES. MONTEFIORE IS TAKING A NETWORK-WIDE QUALITY IMPROVEMENT APPROACH TO ORGANIZING AND IMPROVING THE PREVENTION, CARE AND MANAGEMENT OF THIS DISEASE CLUSTER, IN ITS PRIMARY CARE AND SCHOOL-BASED SITES, IN ITS SPECIALTY SERVICES AND HOSPITALS.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number
13-1740114
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Albert Einstein College of Medicine1300 morris park avenue
bronx,NY10468 		13-2937352 501(c)(3) 582,866       contractual services
(2) Bronx Aids Services Inc540 E fordham road
bronx,NY10458 		13-3599121 501(c)(3) 91,153       contractual services
(3) bronx lebanon hospital center1276 fulton avenue
bronx,NY10456 		13-1974191 501(c)(3) 91,746       contractual services
(4) cincinnati children's hospital3333 burnet avenue
cincinnati,OH45229 		31-0833936 501(c)(3) 35,607       contractual services
(5) columbia university630 w 168th street
new york,NY10032 		13-5598093 501(c)(3) 45,662       contractual services
(6) duke university medical centerDUMC 3018
durham,NC27710 		56-0532129 501(c)(3) 1,097,485       contractual services
(7) health research incone university place
rensselaer,NY12144 		14-1402155 501(c)(3) 334,589       contractual services
(8) jacobi medical center1400 pelham parkway
south bronx,NY10461 		13-2655001 501(c)(3) 183,733       contractual services
(9) lincoln medical center234 east 149th street
bronx,NY10451 		13-2655001 501(c)(3) 335,446       contractual services
(10) new york university school of medicine550 First Avenue
New York,NY10016 		13-3971298 501(c)(3) 424,253       contractual services
(11) Rutgers the state university of nj3 rutgers plaza
new brunswick,NY08901 		22-6001086 501(c)(3) 65,835       contractual services
(12) stanford universityPO box 44253
san francisco,CA94144 		94-1156365 501(c)(3) 36,821       contractual services
(13) the university of vermontpo box 1389
williston,VT05495 		03-0179440 501(c)(3) 104,627       contractual services
(14) virginia commonwealth universityPO Box 843039
richmond,VA23284 		20-2661802 501(c)(3) 857,212       contractual services
(15) CORNELL UNIVERSITY MEDICAL COLLEGE1300 york avenue
new york,NY10021 		13-1623978 501(c)(3) 36,916       contractual services
(16) Case Western Reserve University10900 Euclid Avenue
Cleveland,OH44106 		34-1018992 501(c)(3) 6,600       Contractual Services
(17) Children's Memorial Hospital2300 Childrens Plaza
Chicago,IL60614 		36-2170833 501(c)(3) 204,094       Contractual Services
(18) Connecticut Children's Medical Center282 Washington Street
Hartford,CT06106 		06-0646755 501(c)(3) 21,691       Contractual Services
(19) Eastern Virginia Medical SchoolPO Box 1980
Norfolk,VA23501 		54-6055378 501(c)(3) 106,551       Contractual Services
(20) Hackensack University Medical Center30 Prospect Avenue
Hackensack,NJ07601 		22-1487576 501(c)(3) 8,930       Contractual Services
(21) Mount Sinai School of Medicine1 Gustave L Levy Place
New York,NY10029 		13-6171197 501(c)(3) 8,498       Contractual Services
(22) Pharmaceutical Research AssociatesPO Box 200072
Dallas,TX75320 		54-1204111 501(c)(3) 444,584       Contractual Services
(23) The University of Chicago1122 Payspere Circle
Chicago,IL60674 		36-2177139 503(c)(3) 10,191       Contractual Services
(24) University of FloridaPO Box 113001
Gainesville,FL32611 		59-6002052 501(c)(3) 93,794       Contractual Services
(25) Baylor Research Institute3310 Live Oak Suite 501
Dallas,TX75204 		75-1921898 501(c)(3) 74,852       contractual services
(26) Beth Israel Medical CenterPO Box 9500-2440
Philadelphia,PA19195 		13-5564934 501(c)(3) 45,000       Contractual services
(27) Cleveland Clinic Foundation9500 Euclid Avenue
Cleveland,OH44195 		34-0714585 501(c)(3) 23,244       Contractual services
(28) Florida International University11200 SW 8th Street
Miami,FL33199 		65-0837916 501(c)(3) 73,336       Contractual services
(29) Medical College of Wisconsin8701 Watertown Plank Rd
Milwaukee,WI53226 		39-0806261 501(c)(3) 17,452       Contractual services
(30) The New York and Presbyterian Hospital333 East 38th Street
New York,NY10016 		13-3957095 501(c)(3) 217,501       Contractual services
(31) Rush University Medical Center1653 W Congress Parkway
Chicago,IL60612 		36-2174823 501(c)(3) 186,500       Contractual services
(32) Schneider Children's Hospital972 Brush Hollow Road
Westbury,NY11590 		11-2241326 501(c)(3) 12,862       Contractual services
(33) University of ConnecticutFarmington Avenue
Farmington,CT06030 		52-1725543 501(c)(3) 10,000       Contractual services
(34) University of UtahPresidents Circle
Salt Lake City,UT84112 		87-6000525 501(c)(3) 22,634       Contractual services
(35) Women's Cancer Care Associates LLC319 S Manning Blvd
Albany,NY12208 		20-8336329 501(c)(3) 10,000       Contractual services
(36) Yale University School of MedicineCollege Street
New Haven,CT06510 		06-0646973 501(c)(3) 35,015       Contractual services
(37) Innocence Project156 Fifth Avenue
New York,NY10011 		32-0077563 501(c)(3) 10,000       Event sponsorship
(38) Bronx Overall Economic Development851 Grand Concourse
Bronx,NY10451 		13-3079387 501(c)(3) 101,500       Sponsorship
(39) Center for Excellence in Health Care10 Neff Hall Univ of MO
Columbia,MO65211 		41-1908032 501(c)(3) 15,000       Sponsorship
(40) American Heart Association122 East 42nd Street
New York,NY10168 		13-5613797 501(c)(3) 75,000       Event sponsorship
(41) Doc to Dock Inc300 Douglass Street
Brooklyn,NY11217 		16-1756195 501(c)(3) 10,000       Donations
(42) Partners in HealthPO Box 845578
Boston,MA02215 		04-3567502 501(c)(3) 10,000       Donations
(43) New York City Department of Education279 E 196th Street
Bronx,NY10458 		69-0210637   24,240       Donations
(44) University of California1855 Folsom Street
San Francisco,CA94143 		94-6036493 501(c)(3) 25,905       Contractual services
(45) Renewal5904 13th Avenue
Brooklyn,NY11219 		52-2323151 501(c)(3) 15,000       Donation
(46) The Bronx Council on the Arts1738 Hone Avenue
Bronx,NY10461 		13-2601303 501(c)(3) 5,868       Sponsorship
(47) Urban Health Plan Inc1515 Southern Blvd
Bronx,NY10460 		23-7360305 501(c)(3) 35,000       Donation
(48) SEBCO Development Inc885 Bruckner Blvd
Bronx,NY10459 		13-2944013 501(c)(3) 7,000       donation
(49) Wildlife Conservation Society2300 Southern Blvd
Bronx,NY10460 		13-1740011 501(c)(3) 25,000       Sponsorship
(50) United Hospital Fund1411 Broadway 12th Fl
New York,NY10018 		13-1562656 501(c)(3) 50,000       sponsorship
(51) Primary Care Development Corp22 Cortlandt St 12th Fl
New York,NY10007 		13-3711803 501(c)(3) 10,000       sponsorship
(52) New York Medical CollegePOBox 284
Vahalla,NY10595 		13-1099420 501(c)(3) 6,800       sponsorship
(53) New York Business Group of Health Inc61 Broadway Suite 2705
new york,NY10006 		13-3156952 501(c)(3) 15,000       sponsorship
(54) Morris Hights health center85 west burnside ave
bronx,NY10453 		06-1081232 501(c)(3) 35,000       sponsorship
(55) March of Dimes515 Madison Ave 20th fl
New York,NY10022 		06-1081232 501(c)(3) 25,000       sponsorship
(56) HHC Foundation of NYC346 Broadway Suite 715W
new york,NY10013 		06-1081232 501(c)(3) 10,000       sponsorship
(57) Bronx Children MuseumPO Box 1381
bronx,NY10451 		26-0579140 501(c)(3) 6,000       sponsorship
(58) American Friends of Hebrew UniversityOne Battery Park Plaza
new york,NY10004 		13-1568923 501(c)(3) 10,000       sponsorship
(59) Hebrew Home for the Aged5901 Palisade Avenue
bronx,NY10471 		13-1739971 501(c)(3) 7,500       sponsorship
(60) Bronx Health Link851 Grand Concourse
Bronx,NY10451 		13-4045022 501(c)(3) 70,000       sponsorship
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
60
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Part I, Line 2   The procedure for monitoring subrecipients of federal awards is to obtain and review the subrecipient's audited Circular A-133 single Audit report which includes their respective schedule of expenditures of federal awards by major program and compliance and internal controls.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Spencer Foreman MD (i)
(ii)		 0
0 		0
0 		175,000
0 		0
0 		0
0 		175,000
0 		0
0
(2) Robert B Conaty (i)
(ii)		 1,007,341
0 		263,541
0 		916,808
0 		17,000
0 		17,714
0 		2,222,404
0 		150,883
0
(3) Donald L Ashkenase (i)
(ii)		 365,009
0 		328,541
0 		201,545
0 		17,000
0 		20,901
0 		932,996
0 		0
0
(4) JOEL PERLMAN (i)
(ii)		 960,120
0 		252,058
0 		441,540
0 		1,568,932
0 		20,714
0 		3,243,364
0 		248,122
0
(5) ROBERT MICHLER MD (i)
(ii)		 2,493,637
0 		0
0 		42,552
0 		17,000
0 		19,714
0 		2,572,903
0 		0
0
(6) RICHARD KRAUT DDS (i)
(ii)		 504,397
0 		1,257,918
0 		3,048
0 		17,000
0 		15,714
0 		1,798,077
0 		0
0
(7) ALLAN BROOK MD (i)
(ii)		 894,397
0 		151,000
0 		360
0 		17,000
0 		15,714
0 		1,078,471
0 		0
0
(8) FRANCIS PORRECA MD (i)
(ii)		 651,732
0 		472,281
0 		1,032
0 		17,000
0 		15,129
0 		1,157,174
0 		0
0
(9) STEVEN SAFYER MD (i)
(ii)		 1,383,197
0 		359,845
0 		59,842
0 		2,246,338
0 		15,972
0 		4,065,194
0 		11,702
0
(10) SUSAN GREEN-LORENZEN RN (i)
(ii)		 447,845
0 		58,858
0 		16,552
0 		17,000
0 		15,974
0 		556,229
0 		0
0
(11) Christopher Panczner (i)
(ii)		 518,300
0 		136,398
0 		3,248
0 		131,830
0 		7,103
0 		796,879
0 		0
0
(12) SHALOM KALNICKI MD (i)
(ii)		 1,078,095
0 		1,260,000
0 		1,032
0 		17,000
0 		17,401
0 		2,373,528
0 		0
0
(13) ELAINE M BRENNAN RN (i)
(ii)		 0
0 		150,512
0 		255,344
0 		0
0 		0
0 		405,856
0 		0
0



Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Part I, Line 1a   Steven Safyer, MD, President & CEO - services of a driver are provided for business purposes and incidental transportation. Approximately 5% of cost is reflected in taxable compensation.
Part I, Line 4b & Part II - Column (B)(iii)   *Note concerning the Supplemental Executive Retirement Plan listed below- In a manner designed to qualify for the "rebuttable presumption of reasonableness" the Board of Trustees expressly reviewed and approved these retirement benefit arranagements for senior, long tenured executives in a manner that qualified under the intermediate sanctions rules of the Federal tax law, and in recognition of (a) the executives' many years of service to the organization and (b) the significant contributions to enhancing the ability of the organization to achieve its charitable mission in a manner consistent with financial solvency. Accordingly, this benefit should be viewed as applying to more than 20 years of service for the organization. Steven Safyer, MD - Supplemental Executive Retirement Plan distribution of $11,702*, payment of $37,974 from Grandfathered Executive Benefit Plan and accrued and unpaid service costs of $2,229,338 Robert B. Conaty - Supplemental Executive Retirement Plan distribution of $150,883*, payment of $758,752 from Grandfathered Executive Benefit Plan Joel Perlman - Supplemental Executive Retirement Plan distribution of $248,122*, payment of $187,334 from Grandfathered Executive Benefit Plan & accrued and unpaid service costs of $1,551,932
Part I, Lines 6a and 6b   Some of the officers and key employees listed in Schedule J, Part II, participate in an annual incentive compensation plan. Among several performance measures approved in advance by the compensation committee of the board of trustees is income from operations. Certain levels of income from operations, together with achievement of other important performance measures, including an assessment of community services, result in the awarding of specified percentages of base salary as incentive compensation. All awards are approved by the compensation committee of the board of trustees.
Schedule J (Form 990) 2010

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number
13-1740114
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A DORMITORY AUTHORITY OF THE STATE OF NEW YORK
  		14-6000293 64983TV26 12-15-2004 194,451,180 construction & renovation proj   X   X   X
B DORMITORY AUTHORITY OF THE STATE OF NEW YORK
  		14-6000293 64983QML0 09-22-2005 160,222,851 Refund prior issue (1/1/97)   X   X   X
C DORMITORY AUTHORITY OF THE STATE OF NEW YORK
  		14-6000293 649903ZD6 02-07-2008 134,395,945 Refund prior issue (5/11/95)   X   X   X
D DORMTORY AUTHORITY OF THE STATE OF NEW YORK
  		14-6000293   12-14-2006 9,972,599 Equipment Leasing   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 12,745,000 21,555,000 12,965,000 7,557,318
2 Amount of bonds defeased . . . . 0 0 0 0
3 Total proceeds of issue . . . . 201,432,112 160,230,313 134,395,945 10,210,506
4 Gross proceeds in reserve funds . . 29,588,580 35,438,789 28,433,964 0
5 Capitalized interest from proceeds. 14,188,158 0 0 0
6 Proceeds in refunding escrow. . . . . 0 0 0 0
7 Issuance costs from proceeds . . . 1,963,773 1,584,084 1,403,668 38,834
8 Credit enhancement from proceeds. 3,066,929 867,080 0 0
9 Working capital expenditures from proceeds . . 0 0 35,000 0
10 Capital expenditures from proceeds . . 168,208,251 2,746,265 4,372,719 10,171,670
11 Other spent proceeds . . 0 142,730,138 116,354,558 0
12 Other unspent proceeds. . . 0 37,745 0 0
13 Year of substantial completion . . . 2007 1989 1998 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X     X  
15 Were the bonds issued as part of an advance refunding issue?   X X     X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X     X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X     X
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X     X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.400 % 0.500 % 0.500 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 %   0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0.400 % 0.500 % 0.500 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue?   X   X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue? X     X X     X
b Name of provider . mERRILL lYNCH
  		 
  		MERRILL LYNCH
  		 
 
c Term of hedge . . 26.6   15.5  
d Was the hedge superintegrated? .   X       X    
e Was a hedge terminated? . X       X      
4a Were gross proceeds invested in a GIC? . X   X   X     X
b Name of provider . See Part V
  		AIG MFC
  		DEPFA BANK
  		 
 
c Term of GIC . . 22.4 22.4 16.5  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X   X   X      
5 Were any gross proceeds invested beyond an available temporary period? . X   X     X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
PART I - BOND ISSUES   THE BONDS in 1-d THROUGH 2-D ARE LEASE AGREEMENTS WITH THE DORMITORY AUTHORITY OF THE STATE OF NEW YORK. sEE SCHEDULE O FOR FURTHER DETAILS. PART IV, COLUMN 1A, LINE 3C HEDGE WAS TERMINATED PRIOR TO EFFECTIVE DATE ON 12/15/2004
PART IV, COLUMN 1A, LINE 4B   RESERVE FUND - AIG MATCHED FUNDING CORP. PROJECT FUND - BAYERISCHE LANDESBANK
PART IV, COLUMN 1A, LINE 4C   RESERVE FUND - 28.6 YEARS PROJECT FUND - 3.1 YEARS
PART IV, COLUMN 1C, LINE 3C   HEDGE WAS TERMINATED PRIOR TO EFFECTIVE DATE ON 2/7/2008
PART II, LINE 3, COLUMNS 1 A-C   tHE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART i, COLUMN (E) DUE TO INVESTMENT EARNINGS AND REPLACEMENT PROCEEDS.
PART II, LINE 11   tHE AMOUNT IN PART II, LINE 16 REPRESENTS REFUNDING ESCROWS PREVIOUSLY EXPENDED.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 1,237,577 current market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Identifier Return Reference Explanation
Form 990, Part VI, Section A, Line 2   David C. Gottlieb (trustee) is related to Jay B. Langner (trustee) - Family relationship. Peter J. Neufeld (trustee) is related to Robert A. Bernhard (trustee) - Family relationship.
Form 990, Part VI, Section A, Line 7a   The board of trustees of the Montefiore Health System, Inc., the sole member of Montefiore Medical Center, has the authority to appoint the board of trustees of Montefiore Medical Center.
Form 990, Part VI, Section A, Line 7b   The board of trustees of the Montefiore Health System, Inc., the sole member of Montefiore Medical Center, has the authority to approve the operating and capital budgets of Montefiore Medical Center.
Form 990, Part VI, Section B, Line 11A   The form 990 was prepared by the Medical Center's finance department with the assistance of representatives from various departments throughout the medical center. The Form 990 was reviewed and approved by the Vice President-Finance, Accounting and Financial Reporting. An independent accounting firm was engaged to review the Form 990 BEFORE IT WAS PRESENTED TO THE Medical Center's senior management team INCLUDING THE CHIEF FINANCIAL OFFICER FOR REVIEW AND APPROVAL. Upon completion of the various reviews, the final Form 990 was presented to the Finance Committee of the Board of trustees for review and approval. Once approved by the finance committee of the board of trustees, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE, WAS PROVIDED TO ALL MEMBERS OF MONTEFIORE MEDICAL CENTER'S GOVERNING BODY.
Form 990, Part VI, Section B, Line 12c   The organization regularly and consistently monitors and enforces compliance with the disclosure policy by means of a survey form that was developed by counsel and approved by the Legal and Compliance Committees of the Board of Trustees that presently is sent to all trustees, officers and key employees for completion. All survey responses are reviewed by the Compliance Officer. Any potential conflicts identified in the responses are discussed with senior management and/or the Legal and Compliance Committees of the Board of Trustees. Potential actions to be taken in response to a conflict would be one or more of the following: 1)disclosure of conflict; 2)individual recusal from decisions for transactions where that individual has a conflict; 3)request the individual to alleviate the conflict; OR 4)removal of the individual from the board of trustees.
Form 990, Part VI, Section B, Line 15A & line 15B   Montefiore Medical Center is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best corporate governance. The Montefiore Board of Trustees has charged the Compensation Committee (which is comprised of independent Board members with no conflicts of interest in regards to executive compensation) with making all decisions related to compensation for officers and key employees. The compensation committee's review process follows the Intermediate Sanctions guidelines for qualifying for the rebuttable presumption of reasonableness. The Committee retains an independent compensation consultant to assist it with this process. Compensation levels are established considering data for comparable organizations, an assessment of performance and other business judgment factors, consistent with Montefiore's executive compensation philosophy including an assessment of community services. The Committee's decisions are made in the best interest of Montefiore, and are intended to ensure the recruitment and retention of key executive talent, consistent with the market practices of other not-for-profit healthcare organizations of comparable scope, mission and complexity. On an annual basis, the Committee provides the full Board of Trustees with a description of the committee's review and approval process and its decisions.
Form 990, Part VI, Section C, Line 19   THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 5   The other changes in net assets of $23,545,150 as reflected on Line 5 in the reconciliation of the changes of Net Assets is the difference between book income and 990 income for unrealized gains on investments - $23,545,150.
Schedule K, PART V - CONTINUATION   Page 1, Column D-In December 2006, Montefiore entered into Schedules under a Master Lease and Sublease Agreement in the amount of $9,972,599 between Chase Equipment Leasing Inc. (Lessor) and the Dormitory Authority of the State of New York, to fund equipment purchases. This capital lease carries an annual interest rate of 3.4% with monthly level debt payments for 60 months. Under the term of the Agreement, the Lessor has a first lien on the equipment financed. Page 2, Column A-In December 2007, Montefiore entered into Schedules under a Master Lease and Sublease Agreement in the amount of $9,971,705 between Citicorp Leasing Inc. (Lessor) and the Dormitory Authority of the State of New York, to fund equipment purchases. This capital lease carries an annual interest rate of 2.973% with monthly level debt payments for 60 months. Under the term of the Agreement, the Lessor has a first lien on the equipment financed. Page 2, Column B-In December 2008, Montefiore entered into a Schedule under a Master Lease and Sublease Agreement in the amount of $9,955,257 between Chase Equipment Leasing Inc. (Lessor) and the Dormitory Authority of the State of New York, to fund equipment purchases. This capital lease carries an annual interest rate of 2.25% with monthly level debt payments for 60 months. Under the term of the Agreement, the Lessor has a first lien on the equipment financed. Page 2, Column C-In December 2010, Montefiore entered into a Schedule under a Master Lease and Sublease Agreement in the amount of $12,406,093 between Banc of America Public Capital Corp. (Lessor) and the Dormitory Authority of the State of New York, to fund equipment purchases. This capital lease carries an annual interest rate of 1.887% with monthly level debt payments for 60 months. Under the term of the Agreement, the Lessor has a first lien on the equipment financed. Page 2, Column D-In January 2010, Montefiore entered into a Schedule under a Master Lease and Sublease Agreement in the amount of $12,981,544 between Chase Equipment Leasing Inc. (Lessor) and the Dormitory Authority of the State of New York, to fund equipment purchases. This capital lease carries an annual interest rate of 3.227% with monthly level debt payments for 60 months. Under the term of the Agreement, the Lessor has a first lien on the equipment financed.
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ODED ABOODI TITLE:vice chairman HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET HAYES ADAME TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH W BARTLETT TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A BERNHARD TITLE:Trustee HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEWIS HENKIND TITLE:SECRETARY HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAY B LANGNER TITLE:TRUSTEE/CHAIRMAN EMERITUS HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID F STEIN TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWIN H STERN, III TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID A TANNER TITLE:CHAIRMAN HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH D WEISER TITLE:Treasurer HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVEN SAFYER, MD TITLE:PRESIDENT & CEO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert B Conaty TITLE:Executive VP-Operations HOURS:11
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOEL PERLMAN TITLE:EXECutive VP & CfO HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christopher Panczner TITLE:Assistant Secretary HOURS:15
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Donald L Ashkenase TITLE:Special Advisor to the Pres. HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELAINE M. BRENNAN, RN TITLE:FORMER SR VP OPERATIONS HOURS:
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Montefiore Medical Center
 
Employer identification number

13-1740114
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Emerging Health Information Technology
3 odell avenue
yonkers,NY10701
13-4179243 		info tech NY 62,491,678 6,640,000 na
 
(2) Montefiore Proton Acquisition LLC
111 East 210th St
Bronx,NY10467
27-3994795 		Proton Ther NY 0 650,000 NA
 








Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) MMC Corporation

111 East 210th street

bronx,NY10467
13-3430322 		real estate NY 501(C)(3) 11 Type 1 MMC
 
 
 
(2) Montefiore Residential Corp No 1 Inc

3411 Wayne Avenue

bronx,NY10467
91-1943271 		staff housing NY 501(c)(2)   MMC
 
 
 
(3) Montefiore Hosp Housing Section II Inc

3450 wayne avenue

bronx,NY10467
23-7160641 		staff housing NY 501(c)(2)   MMC
 
 
 
(4) Mosholu Preservation Corporation

3400 reservoir oval East

bronx,NY10467
13-3109387 		Community Ser NY 501(c)(3) 11 type 1 MMC
 
 
 
(5) Gunhill MRI PC

200 East Gunhill Road

bronx,NY10467
13-3734486 		diag services NY 501(c)(3) 11 type 1 MMC
 
 
 
(6) Montefiore Health System Inc

111 East 210th street

bronx,NY10467
20-1615393 		parent NY 501(c)(3) 11 type 3 NA
 
 
 
(7) Montefiore North Ambulatory Care Center

4134 Bronx Blvd

bronx,NY10466
01-0796859 		amb services NY 501(c)(3) 3 MHS
 
 
 
(8) Bronx News Network

3400 Reservoir Oval East

Bronx,NY10467
27-0218689 		Comm Serv. NY 501(c)(3) 11 Type 1 MPC
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) CMO the Care Management Company LLC
111 East 210th street
bronx,NY10467
13-3859895 		mgmt services NY  
c corp 42,368,508 6,639,207 100.000 %
(2) University Behavioral Associates Inc
111 East 210th street
bronx,NY10467
13-3877781 		mgmt services NY  
c corp 10,874,730 4,099,174 100.000 %
(3) The Montefiore IPA Inc
111 East 210th street
bronx,NY10467
13-4114915 		integ prov assoc NY  
c corp 524,102,639 88,390,392 100.000 %
(4) MMC GI Holdings East Inc
111 East 210th street
bronx,NY10467
72-1610013 		holding company NY  
c corp 1,595,351 3,159,812 100.000 %
(5) MMC GI Holdings West Inc
111 East 210th street
bronx,NY10467
72-1610015 		holding company NY  
c corp 1,066,016 1,629,353 100.000 %
(6) Montefiore Behavioral Care IPA No 1 inc
111 East 210th street
bronx,NY10467
13-3952750 		integ prov assoc NY  
c corp 11,007,036 4,273,480 100.000 %


Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) The Montefiore IPA Inc

 k 275,900,000  
(2) CMO The Care Management Company LLC

 k 2,175,000  
(3) MONTEFIORE BEHAVIORAL CARE IPA NO 1 INC

 K 2,697,000  
(4) GUNHILL MRI PC

 K 5,360,648  
(5) MONTEFIORE RESIDENTIAL CORP NO 1 INC

 K 56,292  
(6) MONTEFIORE HOSPITAL HOUSING SECTION II INC

 K 151,620  
(7) MONTEFIORE NORTH AMBULATORY CARE CENTER INC

 K 1,184,059  
(8) MMC CORPORATION

 J 3,166,260  
(9) MONTEFIORE HOSPITAL HOUSING SECTION II INC

 J 104,565  
(10) MONTEFIORE RESIDENTIAL CORP NO 1 INC

 J 802,434  
(11) CMO THE CARE MANAGEMENT COMPANY INC

 A 40,272  
(12) MOSHOLU PRESERVATION CORPORATION

 P 941,409  
(13) CMO THE CARE MANAGEMENT COMPANY LLC

 P 40,847,271  
(14) GUNHILL MRI PC

 P 3,079,360  
(15) MONTEFIORE RESIDENTIAL CORP NO 1 INC

 P 215,357  
(16) MONTEFIORE HOSPITAL HOUSING SECTION II INC

 P 755,319  
(17) MONTEFIORE NORTH AMBULATORY CARE CENTER INC

 P 4,080,827  
(18) MMC GI HOLDINGS EAST INC

 P 936,433  
(19) MMC GI HOLDINGS WEST INC

 P 635,066  
(20) UNIVERSITY BEHAVIORAL ASSOCIATES Inc

 P 3,217,547  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: