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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
BARNABAS HEALTH INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
95 OLD SHORT HILLS ROAD
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST ORANGE, NJ07052
D Employer identification number

22-2405279
E Telephone number

G Gross receipts $ 179,830,493
F Name and address of principal officer:
BARRY H OSTROWSKY
95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BARNABASHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION IS THE PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT NOT FOR-PROFIT INTEGRATED HEALTHCARE DELIVERY SYSTEM.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 24
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -300,929
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -300,929
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 335,098 161,530
9 Program service revenue (Part VIII, line 2g) ......... 138,832,049 166,662,532
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 14,580,509 12,878,985
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 153,747,656 179,703,047
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 149,570,887 180,596,839
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 149,570,887 180,596,839
19 Revenue less expenses. Subtract line 18 from line 12....... 4,176,769 -893,792
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,513,783,957 1,759,447,115
21 Total liabilities (Part X, line 26)............. 1,855,676,618 1,990,289,799
22 Net assets or fund balances. Subtract line 21 from line 20..... -341,892,661 -230,842,684
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE ORGANIZATION IS A SUPPORTING ORGANIZATION OF SAINT BARNABAS MEDICAL CENTER AND OTHER TAX-EXEMPT HOSPITALS AND MEDICAL CENTERS. THE ORGANIZATION IS ALSO THE TAX-EXEMPT PARENT ENTITY OF A TAX-EXEMPT NOT FOR-PROFIT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY WHOSE CHARITABLE PURPOSES INCLUDE PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE COMMUNITY AND ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 22,491,337 including grants of $ 0 ) (Revenue $ 24,096,579 )
EXPENSES INCURRED IN SUPPORTING BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. BARNABAS HEALTH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 140,045,821 including grants of $ 0 ) (Revenue $ 155,606,468 )
EXPENSES INCURRED FOR ALL COVERED BARNABAS HEALTH EMPLOYEES RELATING TO BARNABAS HEALTH'S SELF-INSURED HEALTH PLAN, INCLUDING MEDICAL CLAIMS AND PRESCRIPTIONS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet162,537,158
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
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, line 10?
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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick to see attachment.......
11c
Yes
 
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 IXClick 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 XClick 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 XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 I (see instructions)....
17
 
No
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
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........ Click to see attachment
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................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
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 .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
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, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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
 
No
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
235
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
0
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
 
 
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” to line 3b, 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, securities account, or other financial 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 as charitable contributions?...
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
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
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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
24
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
20
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
 
No
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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
NJ
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCATHERINE DOWDY CPA2 CRESCENT PLACEOCEANPORTNJ07757 (732) 923-8929
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALBERT R GAMPER JR........................................................................
CHAIRMAN - TRUSTEE
 1.0
.......................   		X   X       0 0 0
(2) THOMAS F KELAHER........................................................................
VICE CHAIRMAN - TRUSTEE
 1.0
.......................   		X   X       0 0 0
(3) RICHARD J KOGAN........................................................................
VICE CHAIRMAN - TRUSTEE
 1.0
.......................   		X   X       0 0 0
(4) JOSEPH MAURIELLO........................................................................
VICE CHAIRMAN - TRUSTEE
 1.0
.......................   		X   X       0 0 0
(5) RICHARD ONEILL........................................................................
VICE CHAIRMAN - TRUSTEE
 1.0
.......................   		X   X       0 0 0
(6) VINCENT J APRUZZESE ESQ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(7) MARC E BERSON........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(8) MARIO A CRISCITO MD........................................................................
TRUSTEE
 25.0
.......................   		X           0 120,000 2,475
(9) ALAN E DAVIS ESQ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(10) JOHN DEGNAN........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(11) ANNE EVANS ESTABROOK........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(12) THEODORE GOODING........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(13) BISHOP REGINALD JACKSON........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(14) DONALD JUMP........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(15) ROBERT LAHITA MD........................................................................
TRUSTEE
 50.0
.......................   		X           0 471,945 24,052
(16) GARY LOTANO........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(17) WILLIAM B MCGUIRE ESQ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOHN P MEYERHOLZ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(19) BARRY H OSTROWSKY........................................................................
TRUSTEE - PRESIDENT/CEO
 60.0
.......................   		X   X       0 2,005,864 289,196
(20) CARL RASO MD........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(21) KENNETH A ROSEN ESQ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(22) RICHARD B RUCHMAN MD........................................................................
TRUSTEE
 25.0
.......................   		X           0 120,000 0
(23) RAYMOND F SHEA JR ESQ........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(24) JAMES S VACCARO........................................................................
TRUSTEE
 1.0
.......................   		X           0 0 0
(25) THOMAS A BIGA........................................................................
EXECUTIVE VICE PRESIDENT/COO
 60.0
.......................   		    X       0 1,674,318 36,714
(26) GERALD J PICERNO........................................................................
EXECUTIVE VICE PRESIDENT
 60.0
.......................   		    X       0 1,256,703 225,195
(27) ANTHONY D SLONIM MD........................................................................
EXECUTIVE VICE PRESIDENT
 60.0
.......................   		    X       0 864,752 31,760
(28) FRED M JACOBS........................................................................
EXECUTIVE VP (TERM 1/28/13)
 60.0
.......................   		    X       0 35,800 7,735
(29) DEANNA SPERLING........................................................................
COO - BEHAVIORAL HEALTH
 55.0
.......................   		    X       0 287,641 22,477
(30) DAVID A MEBANE ESQ........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 749,635 38,177
(31) JONATHAN H BARKHORN........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 680,543 35,369
(32) ANTHONY SORIANO........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 661,162 25,173
(33) WILLIAM CUTHILL........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 599,011 35,802
(34) SIDNEY SELIGMAN........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 569,552 34,067
(35) SUSAN GARRUBBO........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 537,171 41,362
(36) CATHERINE AINORA........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 507,855 19,637
(37) NANCY E HOLECEK........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 502,371 46,337
(38) MATTHEW S FULTON........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 496,529 91,511
(39) MICHELLENE DAVIS........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 495,762 74,396
(40) THOMAS BARTIROMO........................................................................
SENIOR VP (TERM 6/25/13)
 55.0
.......................   		    X       0 495,414 29,580
(41) THOMAS G SCOTT CPA........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 466,234 33,190
(42) ANGELA RICCO........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 430,642 24,473
(43) JOHN W DOLL........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 400,655 73,551
(44) JOHN E MONAHAN........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 391,658 91,006
(45) EILEEN K URBAN........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 333,672 19,739
(46) ROBERT C IANNACCONE........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 318,587 30,494
(47) VERONICA A GEISSLER........................................................................
SENIOR VICE PRESIDENT
 55.0
.......................   		    X       0 269,220 29,850
(48) LUIS E TAVERAS........................................................................
SENIOR VP (EFF 12/2/13)
 55.0
.......................   		    X       0 28,846 0
(49) MICHAEL SLUSARZ........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 349,347 30,200
(50) ANTHONY E PALMERIO........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 347,907 32,088
(51) TAMARA CUNNINGHAM........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 333,542 30,929
(52) THOMAS GIBNEY........................................................................
VICE PRESIDENT (TERM 2/1/13)
 50.0
.......................   		    X       0 323,504 16,708
(53) ELLEN GREENE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 315,842 24,110
(54) BRIAN J KIRKPATRICK........................................................................
VICE PRESIDENT (TERM 2/1/13)
 50.0
.......................   		    X       0 551,503 21,333
(55) CATHERINE DOWDY........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 293,500 30,506
(56) REGINA BUBLE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 286,108 22,985
(57) LESLIE T STANABACK........................................................................
VICE PRESIDENT (EFF 4/8/13)
 50.0
.......................   		    X       0 273,989 37,030
(58) MICHAEL J MCTIGUE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 272,665 29,914
(59) MICHAEL T REHEIS........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 258,175 30,745
(60) ROBERT ADAMSON........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 247,265 23,895
(61) INDU LEW........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 246,245 29,680
(62) ANGELO SCHITTONE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 241,904 29,805
(63) ELIZABETH GILLON........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 240,514 43,338
(64) CHRISTOPHER J BUTLER........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 223,356 24,125
(65) DEBORAH L LARKIN CARNEY........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 222,556 24,462
(66) PATRICK DONAHUE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 219,273 32,088
(67) BEATRICE ANZUR........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 216,098 15,480
(68) ROBERT PELLECHIO........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 213,979 11,104
(69) ROWENA C SPIGARELLI........................................................................
VICE PRESIDENT (EFF 1/1/13)
 50.0
.......................   		    X       0 210,120 8,457
(70) TRACY J TROVATO........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 209,959 29,094
(71) DEBRA MORGAN........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 205,231 34,302
(72) GEORGE COLEMAN........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 204,383 26,464
(73) ANDREW MISURO........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 201,766 29,590
(74) RICHARD HENWOOD........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 201,265 31,817
(75) STEPHEN A FAUP........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 201,245 21,480
(76) JUDITH MUNDIE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 197,702 27,067
(77) LAUREN BURKE........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 189,605 28,043
(78) PATRICIA A COOK........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 187,080 23,744
(79) MARY E BROOKS........................................................................
VICE PRESIDENT (EFF 3/25/13)
 50.0
.......................   		    X       0 181,151 18,600
(80) CAMILLE JADELIS........................................................................
VICE PRESIDENT (EFF 5/26/13)
 50.0
.......................   		    X       0 151,140 28,715
(81) DENISE SHEPHERD........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 138,295 14,919
(82) MAUREEN HARDING........................................................................
VICE PRESIDENT
 50.0
.......................   		    X       0 103,687 27,167
(83) CRAIG SAUNDERS MD........................................................................
DIRECTOR
 50.0
.......................   		      X     0 1,626,362 40,253
(84) SHAMKANT MULGAONKAR MD........................................................................
DIRECTOR
 50.0
.......................   		      X     0 678,353 26,210
(85) HODA BLAU........................................................................
CHIEF EXECUTIVE OFFICER
 50.0
.......................   		      X     0 460,089 31,429
(86) JOSEPH A CATAPANO........................................................................
DIRECTOR
 50.0
.......................   		      X     0 238,465 10,432
(87) LISA DE MARIA JACOBS........................................................................
CFO, FOUNDATIONS
 50.0
.......................   		      X     0 173,675 29,427
(88) MARK D PILLA........................................................................
FORMER EXECUTIVE VP OPS
 0.0
.......................   		          X 0 700,000 0
(89) THOMAS R PERCELLO........................................................................
FORMER VICE PRESIDENT
 55.0
.......................   		          X 0 472,038 141,473
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 28,380,425 2,582,526
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CATAMARAN PBM OF MARYLAND, 2441 WARRENVILLE ROAD SUITE 610LISLEIL60532 CONSULTING 14,826,205
QUALCARE INC, 30 KNIGHTSBRIDGE ROADPISCATAWAYNJ08854 CLAIMS ADMIN 5,252,154
VITALIZE CONSULTING SOLUTIONS INC, PO BOX 223866PITTSBURGHPA152512866 CONSULTING 1,470,557
CERNER HEALTHCARE SOLUTIONS INC, 2800 ROCKCREEK PARKWAYNORTH KANSAS CITYMO64117 CONSULTING 1,178,096
LUMEDX, 555 12TH STREET SUITE 2060OAKLANDCA94607 SOFTWARE SUPPORT 703,238
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet36
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 161,530
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 161,530
Program Service RevenueAmt Business Code
2a PROGRAM SERVICE REVENUE 541900 166,662,532 166,662,532    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 166,662,532
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 12,329,284   -300,929 12,630,213
4 Income from investment of tax-exempt bond proceeds..MediumBullet 677,147     677,147
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses   127,446
c Gain or (loss)   -127,446
d Net gain or (loss)..........MediumBullet -127,446     -127,446
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 179,703,047 166,662,532 -300,929 13,179,914
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 0      
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 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 74,972 67,475 7,497  
b Legal ......... 11,398 10,258 1,140  
c Accounting ........... 140,000 126,000 14,000  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,559,112 1,403,201 155,911  
12 Advertising and promotion .... 12,086 10,877 1,209  
13 Office expenses ....... 263,090 236,781 26,309  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 849,557 764,601 84,956  
17 Travel ............ 17,902 16,112 1,790  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 9,364,936 8,428,442 936,494  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 8,062,579 7,256,321 806,258  
23 Insurance .............. -593 -534 -59  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BH HLTH PLAN; MED. CLAIMS 116,289,369 104,660,432 11,628,937 0
b BH HLTH PLAN; PRESCRIPS. 26,295,966 23,666,369 2,629,597  
c CONTRACTED SERVICES 10,441,628 9,397,465 1,044,163  
d INTEREST EXPENSE; OTHER 7,214,837 6,493,358 721,479  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 180,596,839 162,537,158 18,059,681 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 943,473 1 2,026,740
2 Savings and temporary cash investments ......... 141,598,949 2 163,565,828
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 579,324,765 7 795,129,959
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 200,785 9 287,370
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 66,411,941
b Less: accumulated depreciation ..... 10b 39,594,239 32,384,180 10c 26,817,702
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 684,975,700 13 700,877,380
14 Intangible assets ............... 11,875,365 14 11,489,014
15 Other assets. See Part IV, line 11 ........... 62,480,740 15 59,253,122
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,513,783,957 16 1,759,447,115
Liabilities 17 Accounts payable and accrued expenses ......... 26,344,947 17 28,614,106
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 850,102,500 20 837,163,321
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 62,857,143
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 979,229,171 25 1,061,655,229
26 Total liabilities. Add lines 17 through 25......... 1,855,676,618 26 1,990,289,799
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. -341,892,661 27 -230,842,684
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... -341,892,661 33 -230,842,684
34 Total liabilities and net assets/fund balances ........ 1,513,783,957 34 1,759,447,115
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
179,703,047
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
180,596,839
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-893,792
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-341,892,661
5
Net unrealized gains (losses) on investments ...............
5
-1,486,414
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
113,430,183
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-230,842,684
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
(A) SAINT BARNABAS MEDICAL CENTER
  		221494440 03 Yes   Yes   Yes   0
(B) MONMOUTH MEDICAL CENTER
  		223452412 03 Yes   Yes   Yes   0
(C) NEWARK BETH ISRAEL MEDICAL CENTER
  		223452311 03 Yes   Yes   Yes   0
(D) CLARA MAASS MEDICAL CENTER
  		221500556 03 Yes   Yes   Yes   0
(E) COMMUNITY MEDICAL CENTER
  		223452306 03 Yes   Yes   Yes   0
(F) KIMBALL MEDICAL CENTER
  		223452413 03 Yes   Yes   Yes   0
(G) SAINT BARNABAS BEHAVIORAL HEALTH CENTER
  		222977312 03 Yes   Yes   Yes   0
Total 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
BARNABAS HEALTH INC
  		Employer identification number

22-2405279
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
BARNABAS HEALTH INC
  		Employer identification number

22-2405279
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
BARNABAS HEALTH INC
  		Employer identification number

22-2405279
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 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 function 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
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)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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)? ....
Yes
 
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? .......................
Yes
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
 
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B A RELATED FOR-PROFIT ORGANIZATION PAID THREE OUTSIDE LOBBYING FIRMS TO PERFORM LOBBYING ACTIVITIES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES IN THE AMOUNTS OF $153,908; $195,000 AND $120,000; RESPECTIVELY, DURING 2013. A RELATED FOR-PROFIT ORGANIZATION IS A MEMBER OF THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER ORGANIZATIONS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES. THIS ALLOCATION AMOUNTED TO $1,217 IN 2013. A PERCENTAGE OF THE 2013 TOTAL COMPENSATION FOR A SENIOR VICE PRESIDENT AND SUPPORT PERSONNEL HAS BEEN ALLOCATED TOWARD LOBBYING ACTIVITIES PERFORMED ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES ON BOTH A FEDERAL AND STATE LEVEL. THESE ALLOCATIONS AMOUNTED TO $40,000 AND $15,000; RESPECTIVELY, IN 2013. PLEASE NOTE THAT THESE INDIVIDUALS ARE EMPLOYED BY AND COMPENSATED BY A RELATED FOR-PROFIT ORGANIZATION.
Schedule C (Form 990 or 990EZ) 2013

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   151,546 151,546
b Buildings ................   2,610,807 1,427,664 1,183,143
c Leasehold improvements ............   473,079 89,354 383,725
d Equipment ................   57,655,982 38,077,221 19,578,761
e Other .................   5,520,527   5,520,527
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 26,817,702
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) BOND INDENTURE AGREEMENTS 92,754,676 F
(2) LIMITED USE 331,783,873 F
(3) INVESTMENT IN QUALCARE, INC. 1,462,225 F
(4) USE ASSETS 23,602,853 F
(5) INVESTMENT IN AFFILIATES 140,121,480 F
(6) OTHER INVESTMENTS 200,000 F
(7) INVESTMENT IN PIMCO 110,952,273 F


Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 700,877,380
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO AFFILIATES; CURRENT 896,653,589
SELF-INSURANCE LIABILITIES 75,127,489
OTHER LONG TERM LIABILITIES 84,516,922
DUE TO AFFILIATES; NON-CURRENT 892,862
ESTIMATED AMTS. DUE TO 3RD PAR 4,286,204
AMOUNT DUE TO U.S. DOJ; CURRENT 0
OTHER CURRENT LIABILITIES 178,163


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,061,655,229
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF BARNABAS HEALTH ("BH"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. BH ISSUES CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THIS ORGANIZATION. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FOOTNOTE BELOW IS FROM BH'S 2013 CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND REPORTS BH'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): THE CORPORATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012.
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean 1 1 Program Services FINANCIAL VEHICLE 49,500,000
Central America and the Caribbean 0 0 Investments   2,916,779
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 1 52,416,779
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 1 52,416,779
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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. Part II can be duplicated 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 non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 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.
Part III can be duplicated 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) 2013
Schedule F (Form 990) 2013
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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
 
No
b
Any related organization? .........................
6b
 
No
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
Yes
 
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ROBERT LAHITA MDTRUSTEE (i)
(ii)		 0
415,087 		0
50,000 		0
6,858 		0
10,965 		0
13,087 		0
495,997 		0
0
(2)BARRY H OSTROWSKYTRUSTEE - PRESIDENT/CEO (i)
(ii)		 0
1,186,019 		0
660,000 		0
159,845 		0
267,849 		0
21,347 		0
2,295,060 		0
0
(3)THOMAS A BIGAEXECUTIVE VICE PRESIDENT/COO (i)
(ii)		 0
779,863 		0
471,000 		0
423,455 		0
10,965 		0
25,749 		0
1,711,032 		0
0
(4)GERALD J PICERNOEXECUTIVE VICE PRESIDENT (i)
(ii)		 0
786,675 		0
450,000 		0
20,028 		0
204,421 		0
20,774 		0
1,481,898 		0
0
(5)ANTHONY D SLONIM MDEXECUTIVE VICE PRESIDENT (i)
(ii)		 0
433,650 		0
324,000 		0
107,102 		0
10,965 		0
20,795 		0
896,512 		0
0
(6)DEANNA SPERLINGCOO - BEHAVIORAL HEALTH (i)
(ii)		 0
240,531 		0
44,280 		0
2,830 		0
8,415 		0
14,062 		0
310,118 		0
0
(7)DAVID A MEBANE ESQSENIOR VICE PRESIDENT (i)
(ii)		 0
421,512 		0
150,000 		0
178,123 		0
10,965 		0
27,212 		0
787,812 		0
0
(8)JONATHAN H BARKHORNSENIOR VICE PRESIDENT (i)
(ii)		 0
408,908 		0
130,000 		0
141,635 		0
11,007 		0
24,362 		0
715,912 		0
0
(9)ANTHONY SORIANOSENIOR VICE PRESIDENT (i)
(ii)		 0
419,595 		0
135,000 		0
106,567 		0
10,965 		0
14,208 		0
686,335 		0
0
(10)WILLIAM CUTHILLSENIOR VICE PRESIDENT (i)
(ii)		 0
292,712 		0
120,000 		0
186,299 		0
16,065 		0
19,737 		0
634,813 		0
0
(11)SIDNEY SELIGMANSENIOR VICE PRESIDENT (i)
(ii)		 0
411,245 		0
107,000 		0
51,307 		0
10,953 		0
23,114 		0
603,619 		0
0
(12)SUSAN GARRUBBOSENIOR VICE PRESIDENT (i)
(ii)		 0
335,588 		0
125,000 		0
76,583 		0
19,125 		0
22,237 		0
578,533 		0
0
(13)CATHERINE AINORASENIOR VICE PRESIDENT (i)
(ii)		 0
300,179 		0
120,000 		0
87,676 		0
10,965 		0
8,672 		0
527,492 		0
0
(14)NANCY E HOLECEKSENIOR VICE PRESIDENT (i)
(ii)		 0
348,047 		0
100,000 		0
54,324 		0
19,125 		0
27,212 		0
548,708 		0
0
(15)MATTHEW S FULTONSENIOR VICE PRESIDENT (i)
(ii)		 0
353,375 		0
90,574 		0
52,580 		0
70,737 		0
20,774 		0
588,040 		0
0
(16)MICHELLENE DAVISSENIOR VICE PRESIDENT (i)
(ii)		 0
345,462 		0
142,500 		0
7,800 		0
66,783 		0
7,613 		0
570,158 		0
0
(17)THOMAS BARTIROMOSENIOR VP (TERM 6/25/13) (i)
(ii)		 0
170,878 		0
100,000 		0
224,536 		0
8,415 		0
21,165 		0
524,994 		0
0
(18)THOMAS G SCOTT CPASENIOR VICE PRESIDENT (i)
(ii)		 0
369,439 		0
57,319 		0
39,476 		0
10,953 		0
22,237 		0
499,424 		0
0
(19)ANGELA RICCOSENIOR VICE PRESIDENT (i)
(ii)		 0
171,505 		0
50,000 		0
209,137 		0
10,776 		0
13,697 		0
455,115 		0
0
(20)JOHN W DOLLSENIOR VICE PRESIDENT (i)
(ii)		 0
304,775 		0
95,340 		0
540 		0
48,612 		0
24,939 		0
474,206 		0
0
(21)JOHN E MONAHANSENIOR VICE PRESIDENT (i)
(ii)		 0
318,200 		0
70,000 		0
3,458 		0
66,107 		0
24,899 		0
482,664 		0
0
(22)EILEEN K URBANSENIOR VICE PRESIDENT (i)
(ii)		 0
299,712 		0
30,000 		0
3,960 		0
17,286 		0
2,453 		0
353,411 		0
0
(23)ROBERT C IANNACCONESENIOR VICE PRESIDENT (i)
(ii)		 0
272,712 		0
43,120 		0
2,755 		0
10,811 		0
19,683 		0
349,081 		0
0
(24)VERONICA A GEISSLERSENIOR VICE PRESIDENT (i)
(ii)		 0
206,460 		0
58,800 		0
3,960 		0
16,929 		0
12,921 		0
299,070 		0
0
(25)MICHAEL SLUSARZVICE PRESIDENT (i)
(ii)		 0
218,412 		0
78,750 		0
52,185 		0
10,665 		0
19,535 		0
379,547 		0
0
(26)ANTHONY E PALMERIOVICE PRESIDENT (i)
(ii)		 0
226,345 		0
65,000 		0
56,562 		0
10,739 		0
21,349 		0
379,995 		0
0
(27)TAMARA CUNNINGHAMVICE PRESIDENT (i)
(ii)		 0
252,950 		0
78,270 		0
2,322 		0
10,965 		0
19,964 		0
364,471 		0
0
(28)THOMAS GIBNEYVICE PRESIDENT (TERM 2/1/13) (i)
(ii)		 0
30,647 		0
41,250 		0
251,607 		0
0 		0
16,708 		0
340,212 		0
0
(29)ELLEN GREENEVICE PRESIDENT (i)
(ii)		 0
257,187 		0
52,000 		0
6,655 		0
16,870 		0
7,240 		0
339,952 		0
0
(30)BRIAN J KIRKPATRICKVICE PRESIDENT (TERM 2/1/13) (i)
(ii)		 0
6,501 		0
0 		0
545,002 		0
2,546 		0
18,787 		0
572,836 		0
0
(31)CATHERINE DOWDYVICE PRESIDENT (i)
(ii)		 0
237,178 		0
55,151 		0
1,171 		0
10,915 		0
19,591 		0
324,006 		0
0
(32)REGINA BUBLEVICE PRESIDENT (i)
(ii)		 0
226,172 		0
57,375 		0
2,561 		0
10,959 		0
12,026 		0
309,093 		0
0
(33)LESLIE T STANABACKVICE PRESIDENT (EFF 4/8/13) (i)
(ii)		 0
244,684 		0
28,125 		0
1,180 		0
13,801 		0
23,229 		0
311,019 		0
0
(34)MICHAEL J MCTIGUEVICE PRESIDENT (i)
(ii)		 0
220,341 		0
40,986 		0
11,338 		0
9,335 		0
20,579 		0
302,579 		0
0
(35)MICHAEL T REHEISVICE PRESIDENT (i)
(ii)		 0
218,912 		0
33,750 		0
5,513 		0
16,006 		0
14,739 		0
288,920 		0
0
(36)ROBERT ADAMSONVICE PRESIDENT (i)
(ii)		 0
195,520 		0
51,000 		0
745 		0
10,564 		0
13,331 		0
271,160 		0
0
(37)INDU LEWVICE PRESIDENT (i)
(ii)		 0
194,412 		0
51,000 		0
833 		0
10,820 		0
18,860 		0
275,925 		0
0
(38)ANGELO SCHITTONEVICE PRESIDENT (i)
(ii)		 0
203,083 		0
37,800 		0
1,021 		0
10,668 		0
19,137 		0
271,709 		0
0
(39)ELIZABETH GILLONVICE PRESIDENT (i)
(ii)		 0
189,106 		0
50,050 		0
1,358 		0
18,370 		0
24,968 		0
283,852 		0
0
(40)CHRISTOPHER J BUTLERVICE PRESIDENT (i)
(ii)		 0
179,815 		0
40,634 		0
2,907 		0
9,495 		0
14,630 		0
247,481 		0
0
(41)DEBORAH L LARKIN CARNEYVICE PRESIDENT (i)
(ii)		 0
174,968 		0
45,125 		0
2,463 		0
9,957 		0
14,505 		0
247,018 		0
0
(42)PATRICK DONAHUEVICE PRESIDENT (i)
(ii)		 0
200,410 		0
18,863 		0
0 		0
9,218 		0
22,870 		0
251,361 		0
0
(43)BEATRICE ANZURVICE PRESIDENT (i)
(ii)		 0
180,800 		0
31,278 		0
4,020 		0
14,656 		0
824 		0
231,578 		0
0
(44)ROBERT PELLECHIOVICE PRESIDENT (i)
(ii)		 0
176,167 		0
36,248 		0
1,564 		0
8,559 		0
2,545 		0
225,083 		0
0
(45)ROWENA C SPIGARELLIVICE PRESIDENT (EFF 1/1/13) (i)
(ii)		 0
175,000 		0
35,000 		0
120 		0
8,356 		0
101 		0
218,577 		0
0
(46)TRACY J TROVATOVICE PRESIDENT (i)
(ii)		 0
187,012 		0
20,000 		0
2,947 		0
7,840 		0
21,254 		0
239,053 		0
0
(47)DEBRA MORGANVICE PRESIDENT (i)
(ii)		 0
193,020 		0
11,200 		0
1,011 		0
14,415 		0
19,887 		0
239,533 		0
0
(48)GEORGE COLEMANVICE PRESIDENT (i)
(ii)		 0
177,503 		0
26,880 		0
0 		0
13,161 		0
13,303 		0
230,847 		0
0
(49)ANDREW MISUROVICE PRESIDENT (i)
(ii)		 0
156,957 		0
41,081 		0
3,728 		0
15,811 		0
13,779 		0
231,356 		0
0
(50)RICHARD HENWOODVICE PRESIDENT (i)
(ii)		 0
163,483 		0
9,681 		0
28,101 		0
8,685 		0
23,132 		0
233,082 		0
0
(51)STEPHEN A FAUPVICE PRESIDENT (i)
(ii)		 0
169,434 		0
27,795 		0
4,016 		0
8,804 		0
12,676 		0
222,725 		0
0
(52)JUDITH MUNDIEVICE PRESIDENT (i)
(ii)		 0
151,438 		0
35,541 		0
10,723 		0
14,089 		0
12,978 		0
224,769 		0
0
(53)LAUREN BURKEVICE PRESIDENT (i)
(ii)		 0
187,575 		0
0 		0
2,030 		0
8,595 		0
19,448 		0
217,648 		0
0
(54)PATRICIA A COOKVICE PRESIDENT (i)
(ii)		 0
149,187 		0
37,392 		0
501 		0
7,965 		0
15,779 		0
210,824 		0
0
(55)MARY E BROOKSVICE PRESIDENT (EFF 3/25/13) (i)
(ii)		 0
171,365 		0
5,000 		0
4,786 		0
6,984 		0
11,616 		0
199,751 		0
0
(56)CAMILLE JADELISVICE PRESIDENT (EFF 5/26/13) (i)
(ii)		 0
136,352 		0
13,965 		0
823 		0
9,998 		0
18,717 		0
179,855 		0
0
(57)DENISE SHEPHERDVICE PRESIDENT (i)
(ii)		 0
137,515 		0
0 		0
780 		0
4,564 		0
10,355 		0
153,214 		0
0
(58)CRAIG SAUNDERS MDDIRECTOR (i)
(ii)		 0
1,592,969 		0
0 		0
33,393 		0
21,330 		0
18,923 		0
1,666,615 		0
0
(59)SHAMKANT MULGAONKAR MDDIRECTOR (i)
(ii)		 0
664,338 		0
10,520 		0
3,495 		0
10,965 		0
15,245 		0
704,563 		0
0
(60)HODA BLAUCHIEF EXECUTIVE OFFICER (i)
(ii)		 0
315,071 		0
64,000 		 
81,018 		0
17,389 		0
14,040 		0
491,518 		0
0
(61)JOSEPH A CATAPANODIRECTOR (i)
(ii)		 0
225,000 		0
10,238 		0
3,227 		0
10,130 		0
302 		0
248,897 		0
0
(62)LISA DE MARIA JACOBSCFO, FOUNDATIONS (i)
(ii)		 0
156,603 		0
16,320 		0
752 		0
7,525 		0
21,902 		0
203,102 		0
0
(63)MARK D PILLAFORMER EXECUTIVE VP OPS (i)
(ii)		 0
0 		0
0 		0
700,000 		0
0 		0
0 		0
700,000 		0
0
(64)THOMAS R PERCELLOFORMER VICE PRESIDENT (i)
(ii)		 0
384,553 		0
65,974 		0
21,511 		0
120,502 		0
20,971 		0
613,511 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I; QUESTIONS 1A AND 1B A RELATED ORGANIZATION PROVIDED, FOR WORK PURPOSES ONLY, A CAR AND DRIVER FROM BARNABAS HEALTH'S TRANSPORTATION POOL FOR BARRY H. OSTROWSKY, PRESIDENT/CHIEF EXECUTIVE OFFICER SO HE COULD WORK DURING TRAVEL FOR BARNABAS HEALTH RELATED BUSINESS, INCLUDING COMMUTING TO AND FROM ALL BARNABAS HEALTH'S FACILITIES AND OFFICES. MR. OSTROWSKY'S 2013 FORM W-2 INCLUDES AN AMOUNT WHICH REPRESENTS HIS PORTION OF PERSONAL USAGE. THE TRANSPORTATION BENEFIT DESCRIBED ABOVE IS PROVIDED PURSUANT TO A WRITTEN EMPLOYMENT AGREEMENT. THE ORGANIZATION'S EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, GERALD J. PICERNO, ONE OF THE ORGANIZATION'S EXECUTIVE VICE PRESIDENTS, ANTHONY D. SLONIM, M.D., AND ONE OF THE ORGANIZATION'S VICE PRESIDENTS, MARY E. BROOKS ALL RELOCATED TO THE STATE OF NEW JERSEY FROM OTHER PARTS OF THE UNITED STATES. IN ORDER TO FACILITATE THE RELOCATION OF THEIR PRIMARY RESIDENCES, THE ORGANIZATION PROVIDED HOUSING ALLOWANCES TO ALL INDIVIDUALS. THE HOUSING ALLOWANCE FOR MR. PICERNO, DR. SLONIM AND MS. BROOKS TOTALED $7,788; $2,423; AND $3,750; RESPECTIVELY IN 2013, ALL OF WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES AND IN SCHEDULE J-1, PART II, COLUMN B(III) HEREIN. THE PRESIDENT/CHIEF EXECUTIVE OFFICER TRAVELED FIRST CLASS ON A BUSINESS TRIP FOR BARNABAS HEALTH. THE EXCESS COST OVER STANDARD TRAVEL WAS APPROXIMATELY $404; NONE OF WHICH WAS INCLUDED IN HIS 2013 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2013 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: THOMAS GIBNEY, $243,269; BRIAN J. KIRKPATRICK, $197,135 AND MARK D. PILLA, $700,000.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN THE INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BARRY H. OSTROWSKY, $143,060; THOMAS A. BIGA, $413,478; ANTHONY D. SLONIM, M.D., $98,379; DAVID A. MEBANE, ESQ., $141,066; JONATHAN H. BARKHORN, $139,055; ANTHONY SORIANO, $101,331; WILLIAM CUTHILL, $184,122; SIDNEY SELIGMAN, $43,497; SUSAN GARRUBBO, $66,618; CATHERINE AINORA, $87,426; NANCY E. HOLECEK, $53,286; THOMAS G. SCOTT, CPA, $36,824; ANGELA RICCO, $131,157; THOMAS BARTIROMO, $65,901; MICHAEL SLUSARZ, $49,355; ANTHONY E. PALMERIO, $55,962; BRIAN J. KIRKPATRICK, $4,464 AND HODA BLAU, $65,238. THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE AN AMOUNT REPORTED ON A FORM W-2 ISSUED BY FIDELITY INVESTMENTS, THE EMPLOYER'S THIRD PARTY ADMINISTRATOR OF THE ORGANIZATION'S LIFESTYLE DEFERRED PLAN ("LIFESTYLE DEFERRED"). EACH PARTICIPANT MAY AUTHORIZE THE EMPLOYER TO REDUCE HIS/HER FUTURE COMPENSATION BY AN AMOUNT AND TO HAVE A CORRESPONDING AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT(S). THE AMOUNTS OUTLINED HEREIN ARE REPORTED ON EACH INDIVIDUAL'S FIDELITY INVESTMENTS FORM W-2 AND INCLUDED IN THE SCHEDULE J, PART II, COLUMN E, TOTAL COMPENSATION COLUMN WHICH REPRESENTS A DISTRIBUTION FROM EACH INDIVIDUAL'S LIFESTYLE DEFERRED ACCOUNT MONIES WHICH FUNDS WERE SUBJECT TO THE ORGANIZATION'S GENERAL CREDITORS. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2 ISSUED BY FIDELITY INVESTMENTS: DAVID A. MEBANE, ESQ., $29,303 AND BRIAN J. KIRKPATRICK, $18,568. THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE AN AMOUNT REPORTED ON A FORM W-2 ISSUED BY FIDELITY INVESTMENTS, THE EMPLOYER'S THIRD PARTY ADMINISTRATOR OF THE ORGANIZATION'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). EACH PARTICIPANT MAY AUTHORIZE THE EMPLOYER TO REDUCE HIS/HER FUTURE COMPENSATION BY AN AMOUNT AND TO HAVE A CORRESPONDING AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT(S). THE AMOUNTS OUTLINED HEREIN ARE REPORTED ON EACH INDIVIDUAL'S FIDELITY INVESTMENTS FORM W-2 AND INCLUDED IN THE SCHEDULE J, PART II, COLUMN E, TOTAL COMPENSATION COLUMN WHICH REPRESENTS A DISTRIBUTION FROM EACH INDIVIDUAL'S SERP MONIES WHICH FUNDS WERE SUBJECT TO THE ORGANIZATION'S GENERAL CREDITORS. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2 ISSUED BY FIDELITY INVESTMENTS: THOMAS BARTIROMO, $93,768 AND BRIAN J. KIRKPATRICK, $217,944. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A LONG TERM INCENTIVE PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THE UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2013 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: BARRY H. OSTROWSKY, $250,000. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: GERALD J. PICERNO, $193,456; MATTHEW S. FULTON, $59,772; MICHELLENE DAVIS, $56,517; JOHN W. DOLL, $37,647; JOHN E. MONAHAN, $56,784 AND EILEEN K. URBAN, $7,155. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: THOMAS R. PERCELLO, $102,735.
SCHEDULE J, PART I; QUESTION 7 AND CORE FORM, PART VII CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2013 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2013 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number
22-2405279
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 NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 12-19-2006 199,960,047 EQUIP/CONSTRUCTION/RENOV/REFUND   X   X   X
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FQ71 11-10-2011 374,710,341 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FT78 11-10-2011 37,010,000 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 7,432,296 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 391,618 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 3,857,011 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 1,661,070 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 11-29-2012 106,685,000 REFUND/BOND ISSUANCE COSTS   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084   11-14-2012 4,946,131 PROPERTY FINANCING   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 49,822,245 0 0 6,497,874
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 37,010,000 0
3 Total proceeds of issue . . . . . . . . . . . . . . 199,960,047 374,710,341 0 7,432,296
4 Gross proceeds in reserve funds . . . . . . . . . . . . 19,711,965 25,983,372 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 63,069,859 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 3,854,079 6,117,285 419,301 0
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 100,298,388 41,455,137 0 7,432,296
11 Other spent proceeds . . . . . . . . . . . . . . 13,025,756 301,154,547 36,590,699 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2008 2009 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 1.492 % 0.075 % 0.077 % 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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.492 % 0.075 % 0.077 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X     X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 3.530 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X     X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K; PART I THE TAX-EXEMPT BOND ISSUANCES REFLECTED IN SCHEDULE K, PART I ARE ISSUED ON BEHALF OF THE BARNABAS HEALTH OBLIGATED GROUP WHICH INCLUDES THIS ORGANIZATION. PLEASE NOTE THAT SCHEDULE K, PARTS II, III AND IV HAVE BEEN COMPLETED BASED UPON THE TOTAL AMOUNT OF THE TAX-EXEMPT BOND ISSUANCE FOR THE OBLIGATED GROUP; NOT BY EACH INDIVIDUAL INSTITUTION OR ENTITY. PLEASE NOTE THAT THE PROCEEDS FROM THE NOVEMBER 29, 2012 TAX-EXEMPT BOND ISSUANCE IN THE AMOUNT OF $106,685,000 WERE USED SOLELY TO REFUND TAX-EXEMPT BOND ISSUANCES THAT WERE ISSUED PRIOR TO JANUARY 1, 2003.
SCHEDULE K; PART III REMEDIAL ACTION WAS TAKEN PURSUANT TO TREAS. REG. 1.141-12 AND 1.145-2 IN CONNECTION WITH THE SALE OF ASSETS IN TWO INSTANCES. REMEDIAL ACTION WAS TAKEN ON MARCH 12, 2010 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(E) AND 1.145-2 AND THE "REISSUANCE" OF BONDS aS DISCLOSED ON THIS SCHEDULE K FOR THE MARCH 12, 2010 BOND ISSUANCES WITH ISSUE PRICES OF $391,618 AND $1,661,070; RESPECTIVELY. REMEDIAL ACTION WAS TAKEN ON MARCH 7, 2011 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(D) AND 1.145-2 THROUGH THE REDEMPTION AND CANCELLATION OF BONDS, THE RESULTS OF WHICH ARE NOW REFLECTED in PART II, LINE 1 FOR THE DECEMBER 19, 2006 BOND ISSUANCE WITH AN ISSUE PRICE OF $199,960,047.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number
22-2405279
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 NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 12-19-2006 199,960,047 EQUIP/CONSTRUCTION/RENOV/REFUND   X   X   X
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FQ71 11-10-2011 374,710,341 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FT78 11-10-2011 37,010,000 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 7,432,296 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 391,618 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 3,857,011 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 1,661,070 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 11-29-2012 106,685,000 REFUND/BOND ISSUANCE COSTS   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084   11-14-2012 4,946,131 PROPERTY FINANCING   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 49,822,245 0 0 6,497,874
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 37,010,000 0
3 Total proceeds of issue . . . . . . . . . . . . . . 199,960,047 374,710,341 0 7,432,296
4 Gross proceeds in reserve funds . . . . . . . . . . . . 19,711,965 25,983,372 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 63,069,859 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 3,854,079 6,117,285 419,301 0
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 100,298,388 41,455,137 0 7,432,296
11 Other spent proceeds . . . . . . . . . . . . . . 13,025,756 301,154,547 36,590,699 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2008 2009 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 1.492 % 0.075 % 0.077 % 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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.492 % 0.075 % 0.077 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X     X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 3.530 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X     X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K; PART I THE TAX-EXEMPT BOND ISSUANCES REFLECTED IN SCHEDULE K, PART I ARE ISSUED ON BEHALF OF THE BARNABAS HEALTH OBLIGATED GROUP WHICH INCLUDES THIS ORGANIZATION. PLEASE NOTE THAT SCHEDULE K, PARTS II, III AND IV HAVE BEEN COMPLETED BASED UPON THE TOTAL AMOUNT OF THE TAX-EXEMPT BOND ISSUANCE FOR THE OBLIGATED GROUP; NOT BY EACH INDIVIDUAL INSTITUTION OR ENTITY. PLEASE NOTE THAT THE PROCEEDS FROM THE NOVEMBER 29, 2012 TAX-EXEMPT BOND ISSUANCE IN THE AMOUNT OF $106,685,000 WERE USED SOLELY TO REFUND TAX-EXEMPT BOND ISSUANCES THAT WERE ISSUED PRIOR TO JANUARY 1, 2003.
SCHEDULE K; PART III REMEDIAL ACTION WAS TAKEN PURSUANT TO TREAS. REG. 1.141-12 AND 1.145-2 IN CONNECTION WITH THE SALE OF ASSETS IN TWO INSTANCES. REMEDIAL ACTION WAS TAKEN ON MARCH 12, 2010 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(E) AND 1.145-2 AND THE "REISSUANCE" OF BONDS aS DISCLOSED ON THIS SCHEDULE K FOR THE MARCH 12, 2010 BOND ISSUANCES WITH ISSUE PRICES OF $391,618 AND $1,661,070; RESPECTIVELY. REMEDIAL ACTION WAS TAKEN ON MARCH 7, 2011 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(D) AND 1.145-2 THROUGH THE REDEMPTION AND CANCELLATION OF BONDS, THE RESULTS OF WHICH ARE NOW REFLECTED in PART II, LINE 1 FOR THE DECEMBER 19, 2006 BOND ISSUANCE WITH AN ISSUE PRICE OF $199,960,047.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number
22-2405279
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 NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 12-19-2006 199,960,047 EQUIP/CONSTRUCTION/RENOV/REFUND   X   X   X
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FQ71 11-10-2011 374,710,341 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FT78 11-10-2011 37,010,000 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 7,432,296 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 391,618 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 03-12-2010 3,857,011 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FKXO 03-12-2010 1,661,070 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579ERMO 11-29-2012 106,685,000 REFUND/BOND ISSUANCE COSTS   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084   11-14-2012 4,946,131 PROPERTY FINANCING   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 49,822,245 0 0 6,497,874
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 37,010,000 0
3 Total proceeds of issue . . . . . . . . . . . . . . 199,960,047 374,710,341 0 7,432,296
4 Gross proceeds in reserve funds . . . . . . . . . . . . 19,711,965 25,983,372 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 63,069,859 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 3,854,079 6,117,285 419,301 0
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 100,298,388 41,455,137 0 7,432,296
11 Other spent proceeds . . . . . . . . . . . . . . 13,025,756 301,154,547 36,590,699 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2008 2009 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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 of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
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 1.492 % 0.075 % 0.077 % 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 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.492 % 0.075 % 0.077 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X     X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 3.530 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X X   X     X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K; PART I THE TAX-EXEMPT BOND ISSUANCES REFLECTED IN SCHEDULE K, PART I ARE ISSUED ON BEHALF OF THE BARNABAS HEALTH OBLIGATED GROUP WHICH INCLUDES THIS ORGANIZATION. PLEASE NOTE THAT SCHEDULE K, PARTS II, III AND IV HAVE BEEN COMPLETED BASED UPON THE TOTAL AMOUNT OF THE TAX-EXEMPT BOND ISSUANCE FOR THE OBLIGATED GROUP; NOT BY EACH INDIVIDUAL INSTITUTION OR ENTITY. PLEASE NOTE THAT THE PROCEEDS FROM THE NOVEMBER 29, 2012 TAX-EXEMPT BOND ISSUANCE IN THE AMOUNT OF $106,685,000 WERE USED SOLELY TO REFUND TAX-EXEMPT BOND ISSUANCES THAT WERE ISSUED PRIOR TO JANUARY 1, 2003.
SCHEDULE K; PART III REMEDIAL ACTION WAS TAKEN PURSUANT TO TREAS. REG. 1.141-12 AND 1.145-2 IN CONNECTION WITH THE SALE OF ASSETS IN TWO INSTANCES. REMEDIAL ACTION WAS TAKEN ON MARCH 12, 2010 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(E) AND 1.145-2 AND THE "REISSUANCE" OF BONDS aS DISCLOSED ON THIS SCHEDULE K FOR THE MARCH 12, 2010 BOND ISSUANCES WITH ISSUE PRICES OF $391,618 AND $1,661,070; RESPECTIVELY. REMEDIAL ACTION WAS TAKEN ON MARCH 7, 2011 IN CONNECTION WITH A SALE OF ASSETS UNDER TREAS. REG. 1.141-12(D) AND 1.145-2 THROUGH THE REDEMPTION AND CANCELLATION OF BONDS, THE RESULTS OF WHICH ARE NOW REFLECTED in PART II, LINE 1 FOR THE DECEMBER 19, 2006 BOND ISSUANCE WITH AN ISSUE PRICE OF $199,960,047.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CHRISTINA M CRONKITE FAMILY MEMBER - OFFICER 25,137 EMPLOYEE   No
(2) TIMOTHY SPERLING FAMILY MEMBER - OFFICER 102,886 EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV BARNABAS HEALTH, INC. ("BH") IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. BH OWNS 100% OF THE COMMON STOCK OF SBC MANAGEMENT CORPORATION; A FOR-PROFIT ENTITY. SBC MANAGEMENT CORPORATION EMPLOYS INDIVIDUALS WHO PERFORM SERVICES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES. ACCORDINGLY, THE INDIVIDUALS LISTED ABOVE ARE EMPLOYED BY SBC MANAGEMENT CORPORATION AND HAVE A FAMILY RELATIONSHIP WITH AN OFFICER OF THIS ORGANIZATION.
Schedule L (Form 990 or 990-EZ) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
Return Reference Explanation
CORE FORM, PART I, LINE 5; TOTAL NUMBER OF INDIVIDUALS EMPLOYED BARNABAS HEALTH, INC. ("BH") IS THE PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. BH OWNS 100% OF THE COMMON STOCK OF SBC MANAGEMENT CORPORATION; A FOR-PROFIT ENTITY. SBC MANAGEMENT CORPORATION EMPLOYS INDIVIDUALS WHO PERFORM SERVICES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES. ACCORDINGLY, THIS FORM 990 TREATS INDIVIDUALS EMPLOYED BY SBC MANAGEMENT CORPORATION WITH THE TITLE OF VICE PRESIDENT AND ABOVE AS AN OFFICER OF BARNABAS HEALTH. IN ADDITION, THE KEY EMPLOYEES REFLECTED ON THIS FORM 990 WHO PROVIDE SERVICES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES ARE ALSO EMPLOYED BY SBC MANAGEMENT CORPORATION. FURTHERMORE, A KEY EMPLOYEE WHO PERFORMS SERVICES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES IS ALSO EMPLOYED BY NEWARK BETH ISRAEL MEDICAL CENTER; A TAX-EXEMPT ORGANIZATION WHOSE SOLE MEMBER IS BH AND IS REFLECTED ON THIS FORM 990. IN ADDITION, OTHER AFFILIATES WITHIN THE SYSTEM ALSO EMPLOY INDIVIDUALS WHO PERFORM SERVICES ON BEHALF OF BARNABAS HEALTH AND ITS AFFILIATES. ACCORDINGLY, THIS FORM 990 ALSO TREATS THESE INDIVIDUALS EMPLOYED BY OTHER AFFILIATES WITHIN THE SYSTEM WITH THE TITLE OF VICE PRESIDENT AND ABOVE AS AN OFFICER OF BARNABAS HEALTH. BARNABAS HEALTH HAS NO PAID EMPLOYEES AND FILES NO FORMS W-2 OR W-3 ITSELF.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Barnabas Health =============== Barnabas Health, Inc. is a not-for-profit healthcare organization with corporate offices in West Orange, New Jersey. Barnabas Health ("BH"), is the sole corporate member of various healthcare-related organizations, the majority of which are tax-exempt entities. The internal revenue service has recognized BH as being a tax-exempt organization under internal revenue code ("IRC") section 501(c)(3). As the parent organization of the largest tax-exempt integrated healthcare delivery system in New Jersey, BH strives to continually develop and operate a multi-hospital healthcare system which provides substantial community benefit through a comprehensive spectrum of healthcare services to the residents of New Jersey and surrounding communities. BH ensures that its system provides medically necessary healthcare services to all individuals regardless of race, color, creed, gender, sexual orientation, national origin, financial status or disability. No individual is denied necessary medical care, treatment or service. Moreover, BH provides healthcare services to patients who meet certain criteria defined by the New Jersey Department of Health without charge or at amounts less than established rates. BH maintains records to identify and monitor the amount of charity care it provides. These records include the amount of charges foregone for services and supplies furnished under its charity care policy. BH provides treatment and services for more than two million patient visits each year: 177,000 inpatients and Same Day Surgery patients; 436,000 Emergency Department patients; over 1.5 million outpatients and home health visits; and delivers more than 17,500 babies annually. BH employs approximately 18,500 individuals (making BH New Jersey's second largest private employer). Women and minorities are well-represented among System employees, participating in all levels within the organization. In total, more than 75% of System employees are women, and more than 46% of System employees are minorities. Meanwhile, women represent approximately 44% of executives and senior officials, approximately 72% of first and mid-level officials and approximately 80% of professionals employed by BH. Likewise, minorities represent approximately 9% of executives and senior officials, approximately 29% of first and mid-level officials and approximately 43% of professionals employed by BH. BH has medical staffs with an aggregate of approximately 4,000 active physicians and approximately 450 residents. More than 300 trustees and 3,100 volunteers provide service as part of BH. BH includes six acute care hospitals, two children's hospitals, rehabilitation centers, ambulatory care and diagnostic facilities, geriatric centers, a free-standing inpatient psychiatric facility, the state's largest state wide behavioral health network, comprehensive hospice and home care programs, multi-site pharmacies and the Barnabas Health Medical Group. Among BH's nationally recognized services and facilities are: - New Jersey's only certified Burn Treatment Facility and one of the largest in the U.S. that treats more than 400 patients annually; - Comprehensive cardiac surgery services for adults and children; - the state's oldest and most experienced heart transplant program, has performed over 800 transplants (2013 volume ranks in nation's top ten programs); - Joint commission certification in acute coronary syndrome at the six BH acute care hospitals; - New Jersey's only lung transplant program; - a leading regional kidney transplant center that ranks in the top 10 of 240 centers by volume in the nation, the program performed the first laparoscopic kidney retrieval in a living donor and the first robotic kidney transplant surgery in the world; - a renowned neurology and neurosurgery programs including a designated Level 4 Specialized Epilepsy Center for adults and children; - three Valerie Fund children's centers for cancer and blood disorders; - The Institute for Reproductive Medicine and Science; - nationally recognized geriatric services; - comprehensive cancer services; - The Jacqueline M. Wilentz comprehensive breast center and a regional breast surgical program of women physicians; - one state-accredited comprehensive stroke center and four state-accredited primary stroke centers; - Comprehensive Breast Center at the Saint Barnabas Ambulatory Care Center; highest number of mammograms and breast imaging exams annually in the region and one of the highest in the U.S; - three regional perinatal centers with the highest level neonatal intensive care units; - comprehensive women's and children's services, including the Unterberg Children's Hospital at Monmouth Medical Center and Children's Hospital of New Jersey at Newark Beth Israel Medical Center which houses New Jersey's only neonatal ECMO program for life support;; a pediatric cardiac surgical program in partnership with NYU School of Medicine; amongst many more services; and - three Regional Perinatal Centers and two Regional Intermediate Centers. Affiliation with University of Medicine and Dentistry ----------------------------------------------------- In January 2008, the system entered into a new agreement with the University of Medicine and Dentistry in New Jersey - New Jersey Medical School ("UMDNJ-NJMS") in New Jersey to form a comprehensive academic affiliation and strategic alliance, thereby creating an affiliation including two of New Jersey's academic and provider systems. The NJMS includes more than 700 faculty and 1,300 volunteer faculty in 19 academic departments; a network of 19 affiliated hospitals; and, sponsorship of 48 residency and fellowship programs. Under the agreement, the two systems explore and pursue opportunities for collaboration in medical education, development of selected joint clinical programs and shared non-clinical services. To date, Saint Barnabas Medical Center and Newark Beth Israel Medical Center have become major teaching affiliates of UMDNJ-NJMS (see "Graduate Medical Education") and members of the faculty at each of these two hospitals have participated in a number of UMDNJ-NJMS sponsored continuing medical education programs. Members of the faculty from UMDNJ-NJMS have participated in BH's educational programs as well. In addition, the two systems evaluate a number of joint program development initiatives. The system believes that the affiliation with the UMDNJ-NJMS and its substantial programs in clinical research and basic scientific investigation strengthen its medical education and research activities. As a result of the New Jersey Medical and Health Sciences Education Restructuring Act, on July 1, 2013, most schools and units of the University of Medicine and Dentistry of New Jersey (UMDNJ), transferred to Rutgers, The State University of New Jersey, including the New Jersey Medical School. The University Hospital ("UH") was spun off as a freestanding institution with its own Board of Directors. In 2013, BH entered into a consultative service agreement with UH. Graduate Medical Education and other education programs ------------------------------------------------------- Barnabas Health recognizes the important contribution it has to the community in helping to train tomorrow's healthcare providers so that New Jersey citizens continue to receive outstanding clinical care. Multidisciplinary education is important in the clinical domain since the care of patients depends on so many members of the multidisciplinary team. The medical education programs within the Barnabas Health system include undergraduate medical education, graduate medical education, continuing medical education and allied health professions education. Graduate medical education programs are sponsored by the three teaching institutions affiliated with the system: Monmouth Medical Center, Newark Beth Israel Medical Center, and Saint Barnabas Medical Center.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS At the undergraduate level, we have affiliations with 4 medical schools. The system is a major clinical campus for medical students from UMDNJ-NJMS (Newark, NJ), Drexel University College of Medicine (Philadelphia), the New York College of Osteopathic Medicine (Old Westbury, NY), and Saint George's School of Medicine (Grenada for junior year clerkship and senior year electives). Clinical research and public health issues are an integral part of our education mission. These medical students train in our facilities for both their required and elective rotations. We also partner with schools of pharmacy, nursing, radiation technology, and respiratory therapy. Our advanced clinical programs (e.g. Burn, transplant) also host students from a variety of clinical disciplines as well as professionals already in practice who hope to advance their skills. For graduate medical education, our three teaching hospitals host more than 550 residents and fellows in specialty training across 18 programs including specialty and subspecialty training. While we acknowledge our obligation to these young professionals who have chosen BH for this segment of their education, we also recognize their important contribution to patient care and the oversight that needs to be assured so that patients receive appropriate care under the supervision of experienced attending physicians. Continuing medical education ("CME") activities are conducted throughout the system, with our hospitals accredited by the Medical Society of New Jersey to offer category 1 AMA-PRA CME to the physicians in the community. In addition, a number of physician-assistant, nurses, technician and other allied health professions students obtain clinical experience within the system. Highest quality medical education is felt to result in highest quality patient care and ultimately delivers to our patients the most current, cost-effective, and integrated medical care possible. Barnabas Health Quality ----------------------- The Barnabas Health quality program is organized around five major portfolios of activity, which represent important content areas of quality that span across all of our affiliate sites: accreditation and licensure, patient safety, performance improvement, clinical resource management and service excellence. To be successful at improving these major areas of quality, we rely on the principles of quality improvement. Quality improvement requires data and process analysis, teamwork and facilitation, and a project management mindset that allows us to manage our work and drive improvement. Another critical element of our quality program is our collaboratives. These are front line leaders from emergency medicine, critical care, infection control, obstetrics and gynecology and perioperative medicine who assist us in identifying best practices in their discipline and implementing these in all of our hospitals. Patient Satisfaction -------------------- The function of patient satisfaction/experience is active in each of the BH hospitals - a department of patient satisfaction was a first in New Jersey when it was created. The patient satisfaction team ensures hands-on responsiveness to patients and their families, and provides a forum where patients, families and community members can openly communicate their ideas. Constant evaluation of and attention to patients' opinions through formalized surveys helps BH identify areas of strength and the areas where there can be improvement. BH is committed to fulfilling our ethical obligation to provide the finest healing environment for our patients and their families, and a positive, fulfilling work environment for our physicians and employees. Awards and Honors ================= Barnabas Health's commitment to quality and service has resulted in many awards and recognitions for the system and its centers. These include, but are not limited, to: Barnabas Health --------------- BH is active in providing high quality services and in promoting wellness and health for all its communities. - Protecting the Patient - Voice of the Customer Award - Nuance Healthcare; recognition of reduction of hospital acquired conditions by 73% and being Joint Commission Top Performers for national quality measures. - Becker's Hospital review named BH "one of the best places to work" in healthcare in the US for 2013. The list recognizes healthcare organizations that go above and beyond to keep their employees happy, healthy and motivated by offering robust benefits, positive work environments, professional development opportunities and continuing education. This was BH's second consecutive year on the list. - AARP recognized BH in 2011 as being one of the top employers for people over 50. - BH received the CEO Cancer Gold standard re-accreditation for its commitment to taking concrete actions to reduce the cancer risk of its employees and their families, one of only 50 companies in the nation. - BH, was named "Official Health Care Provider" of Seton Hall University Athletics, further expanding its longstanding relationship with the elite Essex County institution. - BH hospitals received top scores among New Jersey health care institutions in Hospital Safety Scores released by The Leapfrog Group. Five of the six BH hospitals received an "A," the highest score, and one received a "B." The report cards awarded letter grades for 2,539 institutions in the nation, including 67 New Jersey hospitals. The scores are assigned to hospitals based on infections, injuries and medical and medication errors. - BH was selected to advise the new board of University Hospital. Clara Maass Medical Center ("CMMC") ----------------------------------- Clara Maass Medical Center is the recipient of numerous awards and honors including, but not limited to, the following: - Becker's Hospital Review - a national publication focused on the business and legal issues of health systems - selected Clara Maass as one of its "100 Hospitals With Great Heart Programs." - Received its third consecutive Grade "A" score in Hospital Safety by the Leapfrog Group this year. - U.S. News & World Report recently named Clara Maass Medical Center among the 2013-2014 Best Hospitals in the New York Metro Area and scored the Medical Center as High Performing in four specialty areas: Diabetes, Nephrology, Neurology and Orthopedics. It is the fourth consecutive year that Clara Maass has been listed by U.S. News & World Report among the best hospitals in the New York Metro Area in its "Best Hospitals" edition. - Clara Maass Medical Center was recognized as a top-performer in the state of New Jersey in providing patients recommended care in four areas: Heart Attack, Pneumonia, Heart Failure and Surgical Infection Prevention, according to a report released in June 2013 by the New Jersey state Department of Health. The overall hospital score was 100 percent for Clara Maass Medical Center for patients who are being treated for Heart Attack, Heart Failure, Pneumonia and for patients undergoing Surgical Procedures, ranking it in first place among hospitals in the state and giving it the top score among hospitals in Essex County. The report cited CMMC for having an excellent record of patient safety, scoring zero or very low in the number of unsafe incidences involving patients, according to 2011 data examined by the state Department of Health. - In 2014, Clara Maass Medical Center has received the Mission: Lifeline Bronze Receiving Quality Achievement Award for implementing specific quality improvement measures outlined by the American Heart Association for the treatment of patients who suffer severe heart attacks. It also received its fifth consecutive Grade "A" score in Hospital Safety by the Leapfrog Group, making it one of 251 hospitals in the entire nation to achieve an "A" in all five scores releases from the nation's leading experts on patient safety. - The Joint Commission, the leading accreditor of healthcare organizations in America, as a Top Performer on Key Quality Measures for 2012 - the Medical Center's third year in a row to receive this designation. - Thomson Reuters (now Truven Health Analytics) named Clara Maass Medical Center one of the nation's 100 Top Hospitals in 2012. Clara Maass was also named an Everest Award winner by Thomson Reuters, a distinction for only 12 hospitals among the 100 winners for delivering the greatest rate of improvement over five years.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - HealthGrades - a nationwide online resource center regarding physicians and hospitals - recognized Clara Maass Medical Center (CMMC) with a Patient Safety Excellence Award for 2013, in April. The recognition places CMMC in the top 10 percent nationwide for patient safety. The nationwide study recognized 379 hospitals overall, based on an assessment of 13 patient safety indicators - including rates of infection, correct medicine dosage and how well the nursing staff communicated. - Clara Maass has achieved Joint Commission disease specific care certification in Acute Coronary Syndrome ("ACS"), Heart Failure, Total Hip Replacement and Total Knee Replacement. - The Cancer Center is accredited by the American College of Surgeons. - The Radiation Oncology Department is accredited by the American College of Radiology; mammography meets the Mammography Quality Standards Act. - CMMC is a New Jersey Department of Health designated primary stroke center. - The Center for Sleep Disorders is accredited by the American Academy of Sleep Medicine - Laboratory accredited by the College of American Pathologists (CAP) Community Medical Center ("CMC") -------------------------------- CMC has been recognized with distinguished awards for clinical excellence. Some of these are listed below: - The hospital was surveyed by the Joint Commission and received its triennial re-accreditation for the hospital, home care and hospice programs. - The hospital is the recipient of the Joint Commission - gold seal of approval for acute coronary syndrome, heart failure, cardiac rehabilitation, total joint replacement - hip & knee, and stroke care. - The New Jersey Department of Health designated CMC as a primary stroke center. - The Commission on Cancer of the American College of Surgeons designated CMC as a community hospital comprehensive cancer program. The program has had this distinction since 1986. - The American College of Radiology renewed accreditations for mammography services, stereotactic breast, ultrasound breast, ultrasound GYN, general ultrasound, nuclear medicine, MRI, radiation oncology and Breast Center of Excellence. Healthgrades awards: - America's 50 Best Hospitals: 2011, 2012, 2013 - Distinguished Hospital Award for Clinical Excellence since 2005 - Gynecologic surgery excellence award - Gastrointestinal surgery excellence award - Maternity care excellence award - Orthopedic care excellence award - Pulmonary care excellence award - Coronary interventional excellence award - Five-star for treatment of heart attack - Five-star for treatment of heart failure - Five star rating for critical care - CMC received an "A" in the Hospital Safety Score from The Leapfrog Group - CMC associates and medical staff collected over 18,500 pounds of food and donated it to area food banks in Ocean County. Over 107,000 pounds of food has been donated to those in need during the past 6 years. - The fourth annual back to school supplies drive sponsored by CMC employees collected over 200 backpacks along with cartons of crayons, markers, pencils, pens, calculators, filler paper, notebooks, highlighters, lunchboxes, etc, for children in need. - The emergency department treats over 95,000 adult and pediatric emergency patients annually. - The J. Phillip Citta Regional Cancer Center offers the rapid arc linear accelerator and the CyberKnife to Ocean County; offering area residents access to the latest generation of cancer fighting technologies. Monmouth Medical Center Southern Campus - (formerly Kimball Medical Center ("KMC")) -------------------------------------------------------------------------- KMC HAs been recognized with distinguished awards for clinical excellence. Some of these are listed below: - Recognized in U.S. News and World Report's Best Hospitals (metro area) - Recognized by HealthGrades with the Maternity Care Excellence Award for the past 3 years. This 5-star rating recognizes hospitals that provide consistent high-quality care for women and their babies during pregnancy, delivery, and the first few days after delivery. - Received a Leapfrog Hospital Safety Score of "A". The Leapfrog Group Hospital Safety Score program grades hospitals on their overall performance in keeping patients safe from preventable harm and medical errors. - Designated primary stroke center by the New Jersey Department of Health - Joint Commission accredited for hospital and behavioral healthcare - Granted a three-year term of accreditation in the area of adult transesophageal and adult transthoracic by the Intersocietal Commission for the Accreditation of Echocardiography Laboratories ("ICAEL") - Re-certification in 2014 - Three doctors affiliated with Kimball Medical Center have been named "Top Doctors of New Jersey" for two consecutive years by Castle Connolly Medical, LTD., the gold standard for medical ratings research. - Received disease-specific care re-certification (2013) in acute coronary syndrome ("ACS") from the Joint Commission. The Joint Commission's disease-specific care certification program, launched in 2002, evaluates clinical programs across the continuum of care and is considered the Gold Seal of Approval for healthcare quality. - New designation for Heart Failure Disease Specific Certification by The Joint Commission. - Recipient of The Joint Commission's Top Performer on Key Quality Measures, 2012, for: Heart Attack, Heart Failure, Pneumonia and Surgical Care Monmouth Medical Center ("MMC") ------------------------------- Monmouth Medical Center is the recipient of numerous awards and honors including, but not limited to, the following: - Received an "A" Hospital Safety Score by The Leapfrog Group, an independent national non-profit organization of employer purchasers of healthcare and the nation's leading experts on patient safety. Among only 251 hospitals in the entire nation to have achieved an "A" grade in all five score releases of the hospital safety scores. - Named one of the nation's Top Performers on Key Quality Measures by The Joint Commission, the leading accreditor of healthcare organizations in America. Monmouth Medical Center was one of 14 hospitals in New Jersey to achieve this important designation, and is among just two hospitals in Monmouth and Ocean counties to earn this recognition. - Recognized by The Joint Commission for exemplary performance in using evidence-based clinical processes that are shown to improve care for certain conditions, including heart attack, heart failure, pneumonia, surgical care, children's asthma, stroke and venous thromboembolism, as well as inpatient psychiatric services. This was the second year in a row that Monmouth Medical Center was recognized as a Top Performer, and Monmouth is one of only 244 hospitals that achieved the distinction two years in a row. - Received TJC Disease Specific Certification for Acute Coronary Syndrome, Cardiac Rehabilitation, Breast Cancer and Hip/Knee Replacement and Advanced Certification for Primary Stroke and recently added spine surgery. MMC is the only hospital in the region to achieve Advanced Certification for Heart Failure. - Rated in the top five percent of the nation for both emergency medicine and maternity care by Healthgrades for three years in a row - 2010 through 2012. - The Pain Care Service at Monmouth Medical Center was recently recognized by HCAHPS for outstanding scores well above state and national rankings in the area of pain management. Ranked in the 99th percentile in the state and the 90th percentile nationally for pain management. - Named a Bariatric Surgery Center of Excellence by the American Society for Metabolic and Bariatric Surgery - a prominent designation recognizing surgical programs with a demonstrated track record of exceptional patient outcomes. Monmouth Medical was the first in New Jersey to perform laparoscopic gastric bypass and is among the most highly experienced centers in the tri-state area. - The Jacqueline M. Wilentz Comprehensive Breast Center at Monmouth Medical Center is New Jersey's only certified quality breast center of excellence - the highest certification level offered by the National Quality Measures for Breast Centers (NQMBC). The Center is a recipient of the Women's Choice Award as one of America's Best Breast Centers, acknowledging its dedication to providing exceptional patient care and treatment. - Monmouth holds the Gold Seal of Accreditation from the American College of Radiology for its advanced imaging systems, and was the first in New Jersey and the 20th in the nation to achieve this status for magnetic resonance imaging (MRI) of the breast. - Monmouth Medical Center was chosen by the Institute for Healthcare Improvement as one of only 14 hospitals in the nation and the only hospital in New Jersey to participate in a key national initiative to improve care for heart failure patients.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - Monmouth Medical Center joined a select group of 13 U.S. hospitals chosen to participate in the Radiologic Society of North America Image Share Network. Monmouth Medical Center is the only facility in New Jersey to be chosen for this project. - The Unterberg Children's Hospital at Monmouth Medical Center was the first hospital in New Jersey to open a level III neonatal intensive care unit. It has one of the highest survival rates among neonatal intensive care units in the county and ranks in the top one-third for survival among such units that participated in Vermont/Oxford Network's international database for benchmarking. - Monmouth has one of only three cystic fibrosis centers in the state and has earned a prestigious distinction as a comprehensive CF center. It is the oldest and largest of the centers in New Jersey. - Monmouth Medical Center has received full accreditation as a cycle III accredited chest pain center from the Society of Chest Pain Centers ("SCPC"). Cycle III is the highest level of accreditation. - Monmouth Medical Center received CT accreditation from the American College of Radiology (ACR) with zero deficiencies. Monmouth Medical Center, a BH facility, has been granted ultrasound accreditation by the American College of Radiology ("ACR") ultrasound committee. - U.S. News & World Report recognized Monmouth as a regional leader in cancer, geriatrics, gynecology, neurology and neurosurgery. - Monmouth is Drexel University's largest major academic medical affiliate in New Jersey and is the only area academic medical center to achieve regional medical campus status. - MMC is recognized as a distinguished academic medical center among an elite group of the nation's nine leading teaching hospitals, by Press Ganey. - Established the first comprehensive Sleep Disorders Center in Monmouth and Ocean counties, and was the first to receive accreditation by the American Academy of Sleep Medicine. - The prestigious American Diabetes Association education recognition certificate for a quality diabetes self-management education program was awarded to the pediatric endocrinology program of the Unterberg Children's Hospital at Monmouth Medical Center as well as the Center for Diabetes Education at Monmouth Medical Center - an honor originally bestowed on the medical center in 2007. With this recognition, the center was re-certified by the ADA as offering high quality diabetes self-management education that is an essential component of effective diabetes treatment. - The Joel Opatut Cardiopulmonary Rehabilitation Program was the first in Monmouth County to be certified for both cardiac and pulmonary rehabilitation by the American Association of Cardiovascular and Pulmonary Rehabilitation. Newark Beth Israel Medical Center ("NBIMC") ------------------------------------------- Newark Beth Israel Medical Center is the recipient of numerous awards and honors including, but not limited to, the following: - the only hospital in the Northeast to earn the American Heart Association's Mission: Lifeline Gold Quality Achievement Award for Heart Attack Care; recognizes the commitment and success of the Barnabas Health Heart Center at Newark Beth Israel Medical Center in implementing the highest standard of care to improve the survival of people who suffer a certain kind of heart attack. - Newark Beth Israel Medical Center and Children's Hospital of New Jersey were named among the 2013-2014 Best Hospitals metro area and New Jersey rankings released by U.S. News & World Report. Newark Beth Israel Medical Center also was listed as high-performing in the New York Metropolitan area for Cancer, Cardiology, Diabetes and Endocrinology, Geriatrics, Nephrology, Neurology and Neurosurgery. - Newark Beth Israel Medical Center (NBIMC) and Children's Hospital of New Jersey (CHoNJ), were chosen as one of five hospitals nationwide to receive the NOVA Award from the American Hospital Association. The Award was presented at the Health Forum/AHA Leadership Summit. - NBIMC and CHoNJ were honored for their program, "The Beth Embraces Wellness: An Integrated Approach to Prevention in the Community." The medical center has three major award winning wellness programs: Kids Fit, The Beth Challenge and The Beth Garden. - NBIMC wellness programs were awarded the New Jersey Hospital Association's HRET Award for Community Outreach for KidsFit in 2009, The Beth Challenge in 2011 and The Beth Garden in 2012. - NBIMC was also awarded the New Jersey Black Issues Convention "Changing Communities Award" for The Beth Embraces Wellness in 2013. - Employee from NBIMC received the Union Chapel Community Development "Those Who Care For Their Community" Award for community service in 2013. - The Joint Commission recognized NBIMC as one of its Top Performers on Key Quality Measures. For the 2012 designation, only 620 hospitals nationally were recognized, which represent the top 18 percent of Joint Commission-accredited hospitals. NBIMC is also one of only fourteen hospitals in New Jersey to achieve this designation. - The American Heart Association ("AHA") awarded the Heart Center at Newark Beth Israel Medical Center its 2012 "Get with the Guidelines Gold Award" for Heart Failure for the third consecutive year. This prestigious award is presented to hospitals that follow the latest evidence-based treatment guidelines for heart failure as outlined by the AHA/American College of Cardiology. - Newark Beth Israel Medical Center and Children's Hospital of New Jersey were honored with a "B" Hospital Safety Score by The Leapfrog Group, an independent national nonprofit run by employers and other large purchasers of health benefits. - Newark Beth Israel Medical Center (NBIMC)/ Children's Hospital of New Jersey (CHoNJ) were awarded in the 'Education Hero - Organization' category in the 2012 NJBIZ Healthcare Heroes awards program for The Beth Embraces Wellness, and integrated Approach To Prevention in the Community. - An NBIMC nurse was nominated to receive the Nursing.com award. - 2013 healthcare professional of the year award from the New Jersey Hospital Association. - Employee from NBMIC was the winner of the NJBiz Award for Health Care Hero for Education in 2014. - NBIMC and CHoNJ have hosted The Community Food Bank outside of the Ambulatory Care Center, providing food to those in need since 2010. They are currently providing nutrition education to those who receive food from the pantry, focusing on women and children and the senior population. - Joint Commission Top Performer on Key Quality Measures for top 15% of hospitals in core measures - Heart Attack, Heart Failure, Pneumonia, Surgical Care. - Newark Beth Israel Medical Center (NBIMC)/ Children's Hospital of New Jersey (CHoNJ) were named finalists in the 'Education Hero - Organization' category in the 2013 NJBIZ Healthcare Heroes awards program. - Designated as a primary stroke center by the New Jersey Department of Health. - Achieved the Joint Commission disease specific accreditations for acute coronary syndrome and advanced ventricular assistance device. Saint Barnabas Medical Center ("SBMC") -------------------------------------- Saint Barnabas Medical Center has earned many certifications and accreditations and has been the recipient of numerous awards and honors including, but not limited to, the following: - Saint Barnabas Medical Center was honored with an "A" Hospital Safety Score by The Leapfrog Group, an independent national non-profit run by employers and other large purchasers of health benefits. One of 251 hospitals nationwide recognized for an "A" score in 5 consecutive rankings. - The Breast Center received national accreditation by NAPBC, National Accreditation Program for breast centers by the American College of Surgeons. - The International Board of Lactation Consultant Examiners (IBLCE) and the International Lactation Consultant Association (ILCA) award for promoting and supporting breastfeeding. - The Quality Oncology Practice Initiative (QOPI) certification program, an affiliate of the American Society of Clinical Oncology (ASCO) certification of the Cancer Center at Saint Barnabas Medical Center, the first of only three in New Jersey. - The Joint Commission disease-specific certification for stroke care, acute coronary syndrome (ACS), heart failure, total hip replacement and total knee replacement services. - The Cancer Centers of Saint Barnabas Medical Center received a three-year accreditation with commendation from the Commission on Cancer (COC) of the American College of Surgeons (ACOS). - Inside Jersey magazine ranked Saint Barnabas as a top 350 bed hospital in New Jersey in 2014, for the treatment of breast cancer, prostate cancer and high risk pregnancies pediatric cancers, By-pass surgery, hip and knee repair, congestive heart failure, treatment of strokes and neurological disorders.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - Designated Level 4 Specialized Epilepsy Center by the National Association of Epilepsy Centers (NAEC) for the adult and pediatric comprehensive epilepsy centers which recognizes centers providing the most complex intensive neuro-diagnostic monitoring and treatment of epilepsy. Barnabas Health Behavioral Health Center ("BHBHC") -------------------------------------------------- Barnabas Health Behavioral Health Center is accredited by the Joint Commission. BHBHC, through the Institute for Prevention, has led BH to achieve the CEO Cancer Gold Standard for BH and its hospital facilities. The CEO Cancer Gold Standard accreditation is based upon a series of cancer-related recommendations to fight cancer in workplaces in the United States. The Gold Standard is a comprehensive program with five pillars: - Tobacco Use - Nutrition - Physical Activity - Prevention, Screening and Early Detection - Access to Quality Treatment and Clinical Trials Barnabas Health Services ======================== Barnabas Health provides substantial community benefit. Its system includes the following acute care hospitals located throughout the state of New Jersey. 1. Clara Maass Medical Center 2. Community Medical Center 3. Kimball Medical Center 4. Monmouth Medical Center 5. Newark Beth Israel Medical Center 6. Saint Barnabas Medical Center 7. Barnabas Health Behavioral Health Center Each hospital operates consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. Provides medically necessary healthcare services in a non-discriminatory manner to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay, including charity care, self-pay, medicare and medicaid patients; 2. Operates an active emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each hospital rests with its Board of Trustees and the Board of Trustees of Barnabas Health, Inc.; the tax-exempt parent organization of BH. Both boards are comprised of independent civic leaders and other prominent members of the community. 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care, programs and activities. The operations of each hospital, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of each hospital is for the benefit of the public and that no part of the income or net earnings of the organization inures to the benefit of any private individual nor is any private interest being served other than incidentally. Select Centers of Excellence ============================ Centers of Excellence at Barnabas Health's acute care hospitals include, but are not limited to, the following: The Joint & Spine institute at Clara Maass Medical Center --------------------------------------------------------- The Joint & Spine Institute is located on a dedicated unit within the hospital. Surgeries are scheduled Monday through Friday and patients typically return home after a three-night stay. Features of the program include: nurses, therapists and nursing assistants who specialize in the care of joint patients; private and semi-private rooms; emphasis on group activities as well as individual care; family and friends educated to participate as "coaches" in the recovery process; a joint team who coordinates all pre-operative care and discharge planning; a comprehensive patient guide to follow from six weeks pre-op until three months post-op and beyond; coordinated after-care program; reunion luncheons for former patients and coaches; newsletters to provide patients with new information about arthritis and joint care; and public education seminars about hip and knee pain. The Eye Surgery Center (Clara Maass Medical Center) --------------------------------------------------- All ophthalmologists and surgeons at the Eye Surgery Center are board-certified and specialize in the prevention, diagnosis and treatment of eye problems, diseases and injuries. Clara Maass's eye care experts work together to provide comprehensive ophthalmic care in every area of eye disorders and treat patients of all ages--from infants to seniors. State-of-the art equipment and dedicated ophthalmology suites ensure the deliverance of the most advanced quality eye care. Clara Maass Medical Center performs the most hospital eye procedures in the state of New Jersey and is also the first hospital in New Jersey to offer trabectome -- a leading-edge treatment for glaucoma. J. Phillip Citta Regional Cancer Center (Community Medical Center) =----------------------------------------------------------------- CMC offers a dedicated inpatient oncology unit, radiation oncology center, infusion center and a full range of support groups and services for patients and their families. CMC's dedicated staff of physicians, nurses and allied health professionals address the needs of patients and families facing a cancer diagnosis and treatment. The cancer program is a member of the renowned Penn Cancer Network in Philadelphia and is accredited by the American College of Surgeons. Programs and services of this center include: Medical oncology with a multidisciplinary team approach ensuring the physical and psychosocial needs of patients and their families are addressed. The team includes board certified physicians, oncology certified nurses, licensed clinical social workers, case managers, dieticians, and home care professionals working together to provide high quality care in both the inpatient and outpatient settings. Radiation oncology -- from sophisticated rapid arc linear accelerator to the CyberKnife, the department of radiation oncology offers the highest standard of care and is accredited by the American College of Radiology. The radiation oncology team consists of board certified radiation oncologists and physicists, nurses who specialize in oncology, registered radiation therapists, and licensed clinical social workers. First Moments Maternity Services (Community Medical Center) ----------------------------------------------------------- The maternity program specializes in a total concept of care for mothers and their babies - where advanced technology and training are enhanced by the human touch of dedicated healthcare professionals. The unit is staffed by highly skilled physicians, midwives and nurses. In addition, all of CMC's nurses are certified in neonatal resuscitation and lactation resource trained. The program offers 24/7 neonatal coverage. The modern state-of-the-art unit offers moms-to-be the most advanced maternal and child health technology in a comfortable and safe environment. The labor-delivery recovery and postpartum rooms combine the latest technology with a soothing home-like decor. The unit also includes a special care nursery staffed by a neonatologist and certified neonatal nurses to care for babies with special needs, and a fully-equipped operating suite for cesarean births or high-risk vaginal deliveries. The Emergency Department at Monmouth Medical Center - Southern Campus, formerly Kimball Medical Center) ------------------------------------------------------------------------ The emergency department treats approximately 50,000 patients annually, utilizing the most modern technology coupled with a total focus on patient and family satisfaction. The emergency department has revolutionized how patients are treated in modern healthcare settings by expediting the process which patients must undergo prior to receiving medical treatment. The main emergency department includes 31 treatment bays, all equipped with the latest in cardiac monitoring equipment, including specialized rooms for trauma, orthopedics, ear/nose/throat, obstetrics/gynecology, pediatrics, suturing and psychiatric emergencies. The staff is focused on respecting the individual needs of all adult and pediatric patients. KMC is a state-designated primary stroke center and JCAHO certified chest pain center and has Ocean County's only psychiatric emergency screening program. In June 2012, Kimball opened a new Pediatric Emergency Services Program in collaboration with The Children's Hospital at Monmouth Medical Center. Kimball's new Pediatric Emergency Services program allows children with urgent medical illnesses to receive the immediate specialty care they require from emergency medicine physicians, with in-house board-certified neonatologist and pediatrician consultation 24 hours a day, 7 days a week. The Pediatric Emergency Services program offers a child-friendly environment with the highest level of pediatric emergency medical care for newborns to adolescents.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The Center for Healthy Living (Monmouth Medical Center - Southern Campus, formerly Kimball Medical Center) ------------------------------------------------------------------------ The Center for Healthy Living offers an array of programs designed to keep the community healthy through education and screenings. Among its award winning programs are the caregivers education & support by a licensed clinical social worker to provide counseling and support groups. The center also offers American Diabetes Association recognized diabetes education and support which is designed for newly diagnosed diabetes and provides education through a 9-hour program which is divided into three separate 3-hour classes. The Center is also home to the arthritis education center where people suffering from any of the debilitating forms of arthritis can seek education about diagnosis, treatments, new medications and physical therapy and also participate in specially designed classes such as t'ai chi, yoga and the arthritis foundation's exercise program. Participants in all of the programs at the Center for Healthy Living will experience enhanced physical, emotional and spiritual healing through individual and group programs in an environment where they can join with others to learn and share experiences, strength and hope. Popular programs at the Center for Healthy Living include yoga and self-defense. The Jacqueline M. Wilentz Comprehensive Breast Center (Monmouth Medical Center) ------------------------------------------------------------------------ Committed to meeting the breast healthcare needs of all women, the breast center is the region's only facility to offer a multidisciplinary team dedicated to the breast health needs of all women. MMC provides a comfortable and supportive setting in which all outpatient breast healthcare services are found in one convenient location. MMC takes a coordinated approach to breast care -- both well care and cancer care. MMC is here for women who seek annual breast evaluation and for those women diagnosed with breast cancer or benign breast disease. And it's more than care, it's caring. Several of MMC's services are specifically for women diagnosed with breast cancer, including: an outpatient chemotherapy suite, psychosocial counseling and rehabilitation services, breast cancer support groups and breast conservation surgery. These qualified experts represent many medical disciplines, working together to provide women with diagnostic, treatment, surgical, psychosocial support, and education and rehabilitation services. MMC's state-of-the-art facility offers the latest in medical equipment, technology and services. The Cranmer Ambulatory Surgery Center (Monmouth Medical Center) ---------------------------------------------------------------- The center provides a full spectrum of same-day surgical services using the most modern technology available. The facility includes four full-service operating rooms, three minor procedure rooms and a three-tiered graduated recovery area, respecting the individual needs of adult and pediatric patients. The one-story, 19,000-square-foot building is equipped to perform all types of same-day surgical procedures, including arthroscopic, laparoscopic and laser techniques. Every aspect of the center has been designed to provide the ultimate in efficiency and comfort for patients and their families, while offering the highest quality medical care. The Valerie Fund Children's Center for Cancer and Blood Disorders (Monmouth Medical Center; Newark Beth Israel Medical Center; and Saint Barnabas Medical Center) ------------------------------------------------------------------------ The Centers provide comprehensive medical services for children with cancer and blood disorders such as sickle cell anemia, thalassemia and thrombocytopenia. Children and young adults (birth to 21 years of age) with leukemia and other cancers are treated according to the most advanced therapeutic protocols. The center is a member of the children's cancer group, an international cancer research group sponsored by the national cancer institute. It has also been designated as a "comprehensive treatment center for sickle cell anemia" by the state of New Jersey. Medical and emotional support for patients and their families is provided through an interdisciplinary team. These BH hospitals are three of five hospitals in New Jersey that are part of the Valerie Fund, one of the largest and most advanced pediatric oncology/hematology networks in the country. Children's Hospital of New Jersey at Newark Beth Israel Medical Center ---------------------------------------------------------------------- Children's Hospital of New Jersey provides comprehensive healthcare programs and services to children of all ages. The hospital within a hospital combines the most advanced facilities and technology dedicated exclusively to pediatric patients with the philosophy of family centered care. Pediatric and neonatal services of the Children's Hospital range from primary/preventive care services to critical intensive and intermediate acute care for children and newborns. NBIMC has the largest Pediatric Intensive Care Unit in the state. Specialty services include the Children's Heart Center, neonatal intensive and intermediate care, pediatric emergency services, pulmonary services, the state's only pediatric ECMO provider, pediatric video monitoring unit, Valerie Fund Cancer Center, Hemophilia Treatment Center, moderate sedation, robotic surgery and the primary and physician subspecialty services of the Family Health Center. Families experience a warm, comforting environment in which physicians, nurses and clinical staff understand the unique needs of children and the vital role of parents in the healing process. Heart Transplant Program & Heart Failure Treatment (Newark Beth Israel Medical Center) ------------------------------------------------------------------------ The renowned Heart Transplant Center has performed over 800 heart transplants. The team performed 62 transplants in 2013, amongst the ten highest transplant volume in the country. The heart transplant program has been one of the ten most active in the country for eight consecutive years and is one of only two sites in the nation to achieve better than expected 3-year heart transplant survival rates from 2004 to 2007 (based on data from the national scientific registry of transplant recipients). The program provides the most advanced treatment options available anywhere in New Jersey for people with congestive heart failure or end stage cardiac disease including the ultimate treatment, organ transplantation. NBIMC's short- and long-term survival rates have continually surpassed both regional and national averages. Furthermore the patients spend less time waiting for a heart transplant than most candidates across the country. The experienced multidisciplinary team has worked closely together under the same leadership for more than 20 years. NBIMC is a designated ventricular assist device ("VAD") center. And was one of the first in NJ to employ extracorporeal membrane oxygenation ("ECMO"). The Neurology and Neurosurgery Institute at Saint Barnabas Medical Center ------------------------------------------------------------------------- The Neurology and Neurosurgery Institute at SBMC is dedicated to diagnosing and treating disorders of the brain and nervous system for adults and children. An unprecedented team of experts leads the programs of the institute and offers the most comprehensive program in New Jersey dedicated to the medical, surgical and psychological treatment of neurologic disorders. Specialized care is offered for individuals with epilepsy, memory disorders, movement disorders, and other neurologic disorders resulting from an injury or accident. Comprehensive care is also provided for children with attention deficit disorder-hyperactivity and learning disabilities, as well as for adults with attention deficit disorders. The Institute's comprehensive epilepsy centers for children and adults uses sophisticated diagnostic techniques to provide complete and accurate diagnosis critical to implementing effective treatment. Innovative surgical and drug therapies are offered to help individuals with epilepsy achieve the best possible seizure control. The comprehensive epilepsy centers have been named a level 4 specialized epilepsy center by the National Association of Epilepsy Centers ("NAEC"). The level 4 designation is the highest given by the NAEC and identifies those centers that offer the broadest range of complex medical and surgical treatments for epilepsy.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS SBMC is a state designated comprehensive stroke center with Joint Commission program certification. The Stroke Center offers the latest treatment for stroke including complex neuro interventions. The Center, as part of its mission, provides stroke and prevention education to the community and to other health care providers. The Cancer Center at Saint Barnabas Medical Center -------------------------------------------------- The Cancer Center of SBMC, integrates many of SBMC existing cancer services into a comprehensive outpatient cancer facility. The Center provides the highest quality cancer care, as well as support services and educational programs for patients and their family members. "Centers of Excellence" include Gynecological Cancer and Pelvic Surgery Center, Valerie Fund Children's Center for Cancer and Blood Disorders, Gastrointestinal Cancer Center, The Lung Cancer Institute and regional Breast Center. Among the services offered are: - A dedicated oncology nurse navigator provides support and helps oncology patients "navigate" the medical system. Working with the patient and his or her families, the oncology nurse navigator coordinates the care of the cancer patient and facilitates necessary appointments. She serves as a resource to the individual and his or her physician throughout treatment. - Psychological and psychosocial support services are available offering individual counseling, support groups, art therapy for children of cancer patients, workshops on coping with cancer, financial counseling and nutritional guidance. - Cancer genetics counseling services. - Integrative and complementary medicine services. - A state-of-the-art outpatient chemotherapy treatment facility with private treatment rooms, a satellite pharmacy and private consultation rooms. - The Cancer Centers of Saint Barnabas Medical Center recently began offering a new database service called CancerHelp. Unlike the internet, where it is often difficult for a person to determine which information is usable and credible, CancerHelp is designed to provide patients and their families with accurate information. To ensure validity, CancerHelp contains a wealth of information from reliable sources such as the National Cancer Institute and Micromedex, a leader in providing patient medication information. To keep CancerHelp current, the information is updated monthly. The Valerie Fund Children's Center for cancer and blood disorders provides comprehensive, compassionate state-of-the-art diagnostic and therapeutic services for infants, children and adolescents with cancer and blood disorders. Our team of four pediatric hematologists/oncologists, nurse practitioners, child life specialists and social workers provide medical care, education, and support to the children and their families. The center operates in its own ambulatory unit/day hospital space; helping to prevent many overnight hospitalizations. Our physicians are available to our families 24 hours a day. If hospitalization is necessary, inpatient care is provided in a dedicated area of the pediatric unit at Saint Barnabas Medical Center. Inpatient nurses and child life specialists are trained in the care and psychosocial needs of children with hematologic disorders and cancer. Family support groups, professional school visits and opportunities to attend summer camps are available. Our medical staff is committed to offering the most up-to-date treatments available, as such, SBMC is active in clinical research programs, including national cancer institute and pharmaceutical-sponsored protocols. Barnabas Health Heart Centers ----------------------------- The premier cardiac services provide immediate access to highly sophisticated heart surgery. Members of the surgical team are recognized as national leaders in the field of cardiothoracic surgery and are advancing the latest minimally invasive techniques that offer patients faster recovery and fewer complications. The Center's reputation for excellence has made them educational resources for cardiac surgeons throughout the northeast. Services include minimally invasive cardiac surgery/robotic surgery, beating heart surgery, transcatheter aortic valve replacement ("TAVR") and integrative cardiac wellness. To ensure everyone with heart disease has access to the specialized services, our cardiac team sees patients at satellite offices throughout the state. Newark Beth Israel Medical Center, In conjunction with its affiliate, Saint Barnabas Medical Center, the regional cardiac surgery centers of the Barnabas Health Heart Centers perform more than 1,000 open heart procedures annually. The Renal and Pancreas Transplant Division ------------------------------------------ The Barnabas Health Renal and Pancreas Transplant Division, located at Saint Barnabas Medical Center is one of the largest programs among 240 in the United States, with over 230 kidney transplants performed in 2013. SBMC had the 10th highest kidney transplant volume of Centers in the nation and had the fourth highest living donor transplant volume. When combined with its affiliate, Newark Beth Israel Medical Center, the program had the third highest transplant volume. The renal transplant program, the most active kidney transplant center in New Jersey, is the only transplant program in the state involved in clinical research trials for patients. The programs provides deceased as well as living donor transplantation including living related donors ("LRD") or emotionally related donors ("ERD") and altruistic living donation ("ALD") when family members are unable to donate. In 1995, BH began its simultaneous pancreas kidney transplant program and in 1996 opened a pediatric nephrology program. Since 1968, the renal transplant centers have performed medical first kidney transplantation, including transplant in the youngest kidney transplant recipient in New Jersey, the first laparoscopic kidney retrieval in a living donor and the first robotic kidney transplant surgery in the world. The pediatric nephrology and transplantation program manages children and adolescents with acute and chronic diseases at all stages of severity, including nephritic syndrome and hypertension up to and including end stage renal disease. The pediatric nephrologists work closely with pediatric urologists to provide total care for patients with urological and nephrological problems. Barnabas Health Ambulatory Care Center, the Ambulatory Surgery Center --------------------------------------------------------------------- The center is designed for patients requiring surgery or other procedures that can be accommodated without an overnight stay. The facility houses seven full-service operating rooms, three gastrointestinal endoscopy suites and three minor procedure rooms. To accommodate adult and pediatric patients there are separate recovery areas. Specialties include: general, breast procedures, gastroenterology, ophthalmology,oral/dental maxillofacial, orthopedic, otolaryngology, pain management, pediatric specialties, plastic/cosmetic and maxillofacial, podiatric, urology, and vascular. The Breast Center at the Ambulatory Care Center ----------------------------------------------- The Barnabas Health Breast Centers provide comprehensive breast care wellness services so essential for good health. Special attention has been given to every detail of this center - from the coordinated team approach to the design of the facility - to create a comfortable, warm and caring environment. Our center at the Barnabas Health Ambulatory Care Center offers some of the most advanced technology and diagnostic services available including state-of-the-art mammography, the latest diagnostic services, breast health information and a multidisciplinary team of specialists to facilitate evaluation, coordinated treatment and follow-up. Designed to reduce stress, with unique features responding to the amenities requested by women, the center provides a special comfort to those coping with breast care issues. The breast center is one of the only facilities in the region offering triple-assurance to patients having a digital screening mammogram. Two standard views are taken of each breast as part of the standard screening mammography protocol. The mammography films are processed by a computer aided detection (cad) system, which highlights suspicious features that may warrant additional review. Two radiologists then independently review the films.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The Barnabas Health Family Imaging and Breast Center at Bedminster ------------------------------------------------------------------- This Center, located at One Robertson Drive in Bedminster, NJ, offers triple-assurance digital screening mammograms. A computer-aided detection system and two radiologists independently review the films for the highest quality of care. The center also provides x-ray and ultrasound for both men and women. In 2010, MRI was added to the center's imaging services. The Center's osteoporosis services include all of its dexa scans interpreted by specially trained and certified experts in bone densitometry and the management of osteoporosis. The Center provides comprehensive reports including itemized lists of each individual's risk factors for osteoporosis and fractures. Other medical services ---------------------- Barnabas Health provides an extensive array of additional medical services which include, but are not limited to, the following: - ambulatory surgery center - anesthesiology - bariatric surgery - behavioral health network - bloodless medicine and surgery program - burn center - cancer programs and services - cardiac services (the saint barnabas heart hospital) - celiac disease program - center for health and wellness - colon wellness center - comprehensive rehabilitation center - corporate care - craniofacial center - cystic fibrosis - diabetes care - dialysis, renal - emergency department - epilepsy center, adult and pediatric comprehensive - health assessment center for athletes - hemodialysis - home health services - hospice and palliative care services - imaging center - internal medicine faculty practice - integrative medicine center - joint institutes - joint and spine institute - lasik refractive surgery - lung center - lung transplant - medical education and clinical research - medicine subspecialties - center for menopause and reproductive endocrine services - multiple sclerosis comprehensive care program - neonatal intensive care unit - institute for neurology and neurosurgery - nutritional counseling services - obesity and weight management center - department of obstetrics/gynecology - occupational medicine - osteoporosis and metabolic bone disease center - the pain management institute - pathology services - pediatric cardiac surgery - pediatrics - general and subspecialty - pediatric intensive care unit - pediatric nephrology and transplantation - pediatric oncology - the pediatric specialty center (includes developmental, genetics, diabetes, endocrinology, gastroenterology, general surgery, infectious disease and immunology, lyme disease and rheumatology, neurology, pulmonology) - peritoneal dialysis - physical medicine and rehabilitation - physical and occupational therapy - plastic and reconstructive surgery - pre-admission testing - post-acute rehabilitation - outpatient pulmonary rehabilitation - radiation oncology - radiology department - refractive surgery center - regional craniofacial center - renal transplant centers of Barnabas Health - comprehensive rehabilitation center - department of respiratory care - robotic surgery and minimally invasive surgery - senior health - sleep disorders center - smoking cessation - speech and hearing center - sports medicine institute - stroke, comprehensive and primary centers - surgery department - tobacco treatment program - transitional care units - travel clinic - the center for urogynecology - valerie fund children's centers - weight loss institute - women's cardiac risk assessment - women's/parent health education - women's center for gynecological surgery, caterina gregori, m.d. - wound care centers - vascular center Support groups -------------- Barnabas Health is dedicated to providing the highest quality of services to meet all the healthcare needs of its community. In addition to the direct patient care provided by its staff, BH makes available the following healthcare education programs and classes, patient support groups and community services to patients and their families. Some of these programs are: - aids/hiv positive support group - bereavement support group - breastfeeding support group - breast health education - burn peer support group - cancer support groups and programs - cardiac rehabilitation support group - children of aging parents support group - coping low vision - craniofacial parent education and support - epilepsy parent support group - impotence anonymous - infertility support group - lymphedema education and support group - nicu support group - osteoporosis education - parenting insights - parkinson's disease support group - pediatric outreach education - perinatal bereavement support group - refractive surgery seminar - renal transplant and dialysis support groups and programs - resolve - the wellness connection - women's health/parent education Instructional classes and programs ---------------------------------- Barnabas Health offers a variety of lifestyle and instructional classes to improve an individual's overall well-being. There is a fee associated with some of these programs. These include, but are not limited, to: - aquacize class - cpr: cardiopulmonary resuscitation class - first aid programs - hippotherapy: therapy for children on horseback - integrative medicine programs - karate for children with special needs - learn program for weight control - moms in motion: prenatal and postpartum exercise - sports medicine programs - stay fit - yoga class Childbirth preparation and parenting classes -------------------------------------------- Barnabas Health offers an extensive array of prenatal childbirth preparation and parenting classes and services. In addition, the women's health service department offers seminars on women's health issues. The following courses and services are currently offered include, but are not limited, to: - adoptive parents baby care consultations - breastfeeding class - breast pump rental service - daddy beeper rental service - grandparenting - infant and child cpr - lamaze refresher series - marvelous multiples program - moms in motion: prenatal and postpartum exercise - parenting insights - pets and babies seminar - prepared childbirth series - prepared childbirth/lamaze series - sibling class - women's heath seminars - women's resource library
CORE FORM, PART III; QUESTION 3 ON JUNE 6, 2013 THE BARNABAS HEALTH, INC.; THE TAX-EXEMPT PARENT OF BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM ("SYSTEM") WAS INFORMED THAT SYSTEM HAD BEEN SELECTED BY THE UNIVERSITY OF MEDICINE AND DENTISTRY OF NEW JERSEY (UMDNJ) AND UNIVERSITY HOSPITAL TO PROVIDE CONSULTING TO UNIVERSITY HOSPITAL, HEADQUARTERED IN NEWARK, NEW JERSEY. UNTIL JULY 1, 2013, UNIVERSITY HOSPITAL WAS AFFILIATED WITH UMDNJ; THEREAFTER, UNIVERSITY HOSPITAL BECAME AN INDEPENDENT ENTITY PURSUANT TO THE NEW JERSEY MEDICAL AND HEALTH SCIENCES AND RESTRUCTURING ACT. THE CONSULTING ARRANGEMENT WILL ASSIST UNIVERSITY HOSPITAL IN (I) ENSURING THAT IT REMAINS A FINANCIALLY SUSTAINABLE, HIGH QUALITY ACADEMIC MEDICAL CENTER AND LEVEL 1 TRAUMA CENTER; (II) AN IMPORTANT PROVIDER OF HEALTH CARE SERVICES TO THE GREATER NEWARK AREA; AND (III) THE PRINCIPAL TEACHING HOSPITAL OF THE NEWARK BASED SCHOOLS OF RUTGERS BIOMEDICAL AND HEALTH SCIENCES. SYSTEM IS PAID FOR SERVICES AND HAS NO OPERATIONAL RISK AT UNIVERSITY HOSPITAL.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION THE BARNABAS HEALTH, INC. AUDIT COMMITTEE PERFORMED A DETAILED REVIEW OF THE FEDERAL FORM 990 PRIOR TO PROVIDING IT TO EACH VOTING MEMBER OF ITS BOARD OF TRUSTEES. THE BARNABAS HEALTH, INC. BOARD OF TRUSTEES HAS DELEGATED TO THE AUDIT COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS FOR THIS ORGANIZATION AND ALL OF THE TAX-EXEMPT AFFILIATES OF THE SYSTEM. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S IN HOUSE COUNSEL, EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER, VICE PRESIDENT, INTERNAL AUDIT AND VARIOUS OTHER INDIVIDUALS OF THE SYSTEM TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP INCLUDING, BUT NOT LIMITED TO, THOSE INDIVIDUALS OUTLINED ABOVE, FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. IN ADDITION, THE SYSTEM'S EXTERNAL OUTSIDE TAX COUNSEL REVIEWED THE DRAFT FEDERAL FORM 990. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE BARNABAS HEALTH, INC. AUDIT COMMITTEE. FOLLOWING THE AUDIT COMMITTEE'S REVIEW, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES, AND KEY EMPLOYEES ANNUALLY. IF A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT IS REFERRED TO THE CORPORATE NOMINATING AND GOVERNANCE COMMITTEE, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD OR ON CERTAIN ISSUES THAT MAY COME BEFORE THE BOARD. AFTER CONSULTATION WITH COUNSEL, THE COMMITTEE WILL TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION'S BOARD OF TRUSTEES MAINTAINS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT, INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, BOTH THE RETIRED AND CURRENT EXECUTIVE VICE PRESIDENT OPERATIONS AND THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE ALSO REVIEWS THE COMPENSATION AND BENEFITS OF OTHER KEY OFFICERS AND KEY EMPLOYEES OF BARNABAS HEALTH INCLUDING, WITHOUT LIMITATION, THE CHIEF EXECUTIVE OFFICERS OF BARNABAS HEALTH'S HOSPITALS AND MEDICAL CENTERS. THE COMPENSATION COMMITTEE, WHICH IS REQUIRED BY THE CORPORATION'S BYLAWS TO BE COMPRISED SOLELY OF INDEPENDENT TRUSTEES, SEEKS GUIDANCE AND SUBSTANTIATION FROM A NATIONALLY RECOGNIZED COMPENSATION CONSULTANT. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, BOTH THE RETIRED AND CURRENT EXECUTIVE VICE PRESIDENT OPERATIONS AND THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES; EACH OF WHOM ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEW OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THIS STUDY USED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING, BUT NOT LIMITED TO, SIMILARLY SIZED HEALTHCARE SYSTEMS AND HOSPITALS, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL INCLUDING, BUT NOT LIMITED TO, THE PRESIDENT/CHIEF EXECUTIVE OFFICER, BOTH THE RETIRED AND CURRENT EXECUTIVE VICE PRESIDENT OPERATIONS, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICERS OF BARNABAS HEALTH'S HOSPITALS AND MEDICAL CENTERS. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE BARNABAS HEALTH PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY.
CORE FORM, PART VII, SECTION A, COLUMN B THIS ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY ONE HOUR. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF BARNABAS HEALTH; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J THOMAS R. PERCELLO, FORMER VICE PRESIDENT OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN BARNABAS HEALTH AS A CHIEF FINANCIAL OFFICER/VICE PRESIDENT OF FINANCE OF COMMUNITY MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDES: - PENSION CHANGES OTHER THAN NET PERIODIC BENEFIT COST - $65,136,228; - GAIN ON CURTAILMENT OF PENSION PLAN - $35,285,000; AND - NET TRANSFER OF EQUITY AMONGST BARNABAS HEALTH SYSTEM AFFILIATES - $13,008,955.
CORE FORM, PART XII; QUESTION 2 THE TAXPAYER IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THIS ORGANIZATION AND ALL AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2013 AND DECEMBER 31, 2012; RESPECTIVELY, AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. BARNABAS HEALTH'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3 THIS ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH; A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). BARNABAS HEALTH'S AUDIT COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE A-133 AUDIT.
SCHEDULE A, PART I THE ORGNIZATION IS ALSO AN INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3), 509(A)(3) SUPPORTING ORGANIZATION OF THE OTHER BARNABAS HEALTH TAX-EXEMPT IRC SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS IRC SECTION 509(A)(1) AND 509(A)(2) PUBLIC CHARITIES. PLEASE REFER TO SCHEDULE R AND R-1.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BARNABAS HEALTH INC
 
Employer identification number

22-2405279
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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) BARNABAS HEALTH ACO-NORTH LLC
95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
45-4531828 		HLTHCARE SVCS NJ 9,620 144,732 BH
 










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 entity?
Yes No
(1) CENTER STATE HEALTH GROUP INC

2 CRESCENT PLACE

OCEANPORT,NJ07757
22-2939956 		HEALTH SVCS. NJ 501(C)(3) 509(a)(3) BH
 
Yes
 
(2) CENTRAL JERSEY BEHAVIORAL HEALTH ASSOC

1691 ROUTE 9

TOMS RIVER,NJ08754
22-3343959 		HEALTH SVCS. NJ 501(C)(3) 509(a)(3) SBBH
 
Yes
 
(3) CLARA MAASS FOUNDATION

ONE CLARA MAASS DRIVE

BELLEVILLE,NJ07109
22-2132516 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(4) CLARA MAASS MEDICAL CENTER

ONE CLARA MAASS DRIVE

BELLEVILLE,NJ07109
22-1500556 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(5) COMMUNITY MEDICAL CENTER

99 HIGHWAY 37 WEST

TOMS RIVER,NJ08755
22-3452306 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(6) COMMUNITY MEDICAL CENTER FOUNDATION

99 HIGHWAY 37 WEST

TOMS RIVER,NJ08755
22-2597592 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(7) IRVINGTON GENERAL HOSPITAL

832 CHANCELLOR AVENUE

IRVINGTON,NJ07111
22-3452411 		INACTIVE NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(8) IRVINGTON HOSPITAL FOUNDATION

95 OLD SHORT HILLS ROAD

WEST ORANGE,NJ07052
23-7025428 		INACTIVE NJ 501(C)(3) 509(a)(3) BH
 
Yes
 
(9) KIMBALL MEDICAL CENTER

600 RIVER AVENUE

LAKEWOOD,NJ08701
22-3452413 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(10) KIMBALL MEDICAL CENTER FOUNDATION

600 RIVER AVE ANNEX BLDG E

LAKEWOOD,NJ08701
22-2630076 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(11) MEDICAL CENTER STAFFING SERVICES INC

1 CRAGWOOD ROAD SUITE 3D

SOUTH PLAINFIELD,NJ07080
35-2219655 		STAFFING SVCS NJ 501(C)(3) 509(a)(3) CSHG
 
Yes
 
(12) MEGA CARE INC

2 CRESCENT PLACE

OCEANPORT,NJ07757
22-2578561 		HEALTH SVCS. NJ 501(C)(3) 509(a)(3) CSHG
 
Yes
 
(13) MONMOUTH MEDICAL CENTER

300 SECOND AVENUE

LONG BRANCH,NJ07740
22-3452412 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(14) MONMOUTH MEDICAL CENTER - FACULTY PRACT

100 STATE HIGHWAY 36

WEST LONG BRANCH,NJ07764
22-3357053 		HEALTH SVCS. NJ 501(C)(3) 509(a)(3) MMC
 
Yes
 
(15) MONMOUTH MEDICAL CENTER FOUNDATION

300 SECOND AVENUE

LONG BRANCH,NJ07740
22-2456079 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(16) BARNABAS HEALTH MEDICAL GROUP PC

300 SECOND AVENUE

LONG BRANCH,NJ07740
22-3316007 		HEALTH SVCS. NJ 501(C)(3) 509(a)(2) MMC
 
Yes
 
(17) NEWARK BETH ISRAEL MEDICAL CENTER

201 LYONS AVENUE

NEWARK,NJ07112
22-3452311 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(18) SAINT BARNABAS BEHAVIORAL HEALTH CENTER

1691 ROUTE 9

TOMS RIVER,NJ08754
22-2977312 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL CSHG
 
Yes
 
(19) SAINT BARNABAS DEVELOPMENT FOUNDATION

95 OLD SHORT HILLS ROAD

WEST ORANGE,NJ07052
22-2378422 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(20) SAINT BARNABAS HEALTH CARE SYSTEM FDN

95 OLD SHORT HILLS ROAD

WEST ORANGE,NJ07052
22-3769036 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(21) SAINT BARNABAS HOSPICE AND PALLIATIVE

95 OLD SHORT HILLS ROAD

WEST ORANGE,NJ07052
22-2354659 		HEALTH SVCS. NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(22) SAINT BARNABAS MEDICAL CENTER

94 OLD SHORT HILLS ROAD

LIVINGSTON,NJ07039
22-1494440 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(23) SAINT BARNABAS OUTPATIENT CENTERS

200 SOUTH ORANGE AVENUE

LIVINGSTON,NJ07039
22-2458479 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) BH
 
Yes
 
(24) SAINT BARNABAS REALTY DEVELOPMENT CORP

94 OLD SHORT HILLS ROAD

LIVINGSTON,NJ07039
22-2940008 		TITLE HLDNG. NJ 501(C)(3) 509(a)(3) BH
 
Yes
 
(25) NJ HEALTH CARE INNOVATION CENTER INC

94 OLD SHORT HILLS ROAD

LIVINGSTON,NJ07039
22-2458481 		INACTIVE NJ 501(C)(3) 509(a)(3) BH
 
Yes
 
(26) THE NEWARK BETH ISRAEL MEDICAL CNTR FDN

201 LYONS AVENUE

NEWARK,NJ07112
22-2587176 		FUNDRAISING NJ 501(C)(3) 509(a)(1) BH
 
Yes
 
(27) UNION HOSPITAL

94 OLD SHORT HILLS ROAD

LIVINGSTON,NJ07039
22-1413947 		INACTIVE NJ 501(C)(3) HOSPITAL BH
 
Yes
 
(28) SANDY HOOK FRNDS OF ST BARNABAS BURN FDN

94 OLD SHORT HILLS ROAD

LIVINGSTON,NJ07039
22-3236202 		FUNDRAISING NJ 501(C)(3) 509(A)(3) BH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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
(1) INNOVATIVE PURCHASING CONCEPTS

95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
22-3786557 		PURCHASING NJ SBC
  		        No 0   No  
(2) KIM-MED ASSOCIATES

300 SECOND AVENUE
LONG BRANCH,NJ07740
22-2775619 		REAL ESTATE NJ KHCA
  		        No 0   No  
(3) NEW JERSEY IMAGING NTWKLLC

95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
46-0623701 		HEALTHCARE SVCS. NJ CSHG
  		        No 0   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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) LIVINGSTON SERVICES CORP

1 CRAGWOOD ROAD SUITE 3D
SOUTH PLAINFIELD,NJ07080
22-2779395 		HEALTHCARE SVCS. NJ NA
  		C CORP.         No
(2) LIVINGSTON INFUSION CARE INC

1 CRAGWOOD ROAD SUITE 3D
SOUTH PLAINFIELD,NJ07080
22-3190756 		HEALTHCARE SVCS. NJ NA
  		C CORP.         No
(3) MAJOR SECURITY SERVICES INC

1 CRAGWOOD ROAD SUITE 3D
SOUTH PLAINFIELD,NJ07080
22-3040539 		SECURITY SVCS. NJ NA
  		C CORP.         No
(4) CENTER STATE MANAGEMENT CORP

300 SECOND AVENUE
LONG BRANCH,NJ07740
22-2506125 		MGMT SVCS. NJ NA
  		C CORP.         No
(5) KIMBALL HLTH CARE AFFILIATES

300 SECOND AVENUE
LONG BRANCH,NJ07740
22-2701213 		INVESTMENT NJ NA
  		C CORP.         No
(6) HEALTH CARE FACILITIES MGT

1 CRAGWOOD ROAD SUITE 3D
SOUTH PLAINFIELD,NJ07080
22-3532988 		MAINT. SVCS. NJ NA
  		C CORP.         No
(7) SBC MANAGEMENT CORPORATION

95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
22-3414332 		MGMT SVCS. NJ NA
  		C CORP.         No
(8) PROFESSIONAL QUALITY LIAB

100 BANK STREET
BURLINGTON,VT05401
20-5163819 		INSURANCE SVCS. VT NA
  		C CORP.         No
(9) NJ HEALTH CARE SYSTEM INC

94 OLD SHORT HILLS ROAD
LIVINGSTON,NJ07039
22-3536986 		INACTIVE NJ NA
  		C CORP.         No
(10) CPIC

44 CHURCH STREET
HAMILTON,BERMUDAHM11
BD
FINANCIAL VEHICLE BD NA
  		FOREIGN CORP.         No
(11) LSC PHARMACY SERVICES INC

95 OLD SHORT HILLS ROAD
WEST ORANGE,NJ07052
45-2552776 		PHARMACY SVCS. NJ NA
  		C CORP.         No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CENTER STATE MANAGEMENT CORPORATION

 R 226,247 COST
(2) CENTRAL JERSEY BEHAVIORAL HEALTH ASSOCIATES

 R 1,768,587 COST
(3) COMMUNITY MEDICAL CENTER

 R 21,939,143 COST
(4) CLARA MAASS MEDICAL CENTER

 R 12,987,922 COST
(5) CENTER STATE COLLECTION SERVICES INC

 S 21,863 COST
(6) CENTER STATE HEALTH GROUP INC

 S 127,392 COST
(7) SAINT BARNABAS HOSPICE AND PALLIATIVE CARE

 R 2,415,068 COST
(8) KIMBALL MEDICAL CENTER

 R 8,242,156 COST
(9) LIVINGSTON SERVICES CORPORATION

 R 1,260,975 COST
(10) HEALTH CARE FACILITIES MANAGEMENT INC

 R 690,757 COST
(11) COMMUNITY KARE INC

 R 2,280,193 COST
(12) SAINT BARNABAS BEHAVIORAL HEALTH CENTER INC

 R 1,016,553 COST
(13) MONMOUTH MEDICAL CENTER - FPP

 R 542,057 COST
(14) NEWARK BETH ISRAEL MEDICAL CENTER

 R 27,496,299 COST
(15) MEDICAL CENTER STAFFING SERVICES INC

 R 17,284 COST
(16) MONMOUTH MEDICAL CENTER

 R 18,521,131 COST
(17) BARNABAS HEALTH MEDICAL GROUP PC

 R 2,870,446 COST
(18) SAINT BARNABAS MEDICAL CENTER

 R 27,969,662 COST
(19) SAINT BARNABAS OUTPATIENT CENTERS

 R 3,700,384 COST
(20) SBC MANAGEMENT CORPORATION

 R 8,932,132 COST
(21) BARNABAS HEALTH HOME CARE

 D 2,291,907 COST
(22) CENTRAL JERSEY BEHAVIORAL HEALTH ASSOCIATES

 D 1,802,244 COST
(23) COMMUNITY MEDICAL CENTER

 E 10,091,730 COST
(24) CLARA MAASS MEDICAL CENTER

 D 9,495,046 COST
(25) CENTER STATE HEALTH GROUP INC

 E 28,264,908 COST
(26) CENTER STATE MANAGEMENT CORPORATION

 D 274,380 COST
(27) HEALTH CARE FACILITIES MANAGEMENT INC

 D 663,584 COST
(28) KIMBALL MEDICAL CENTER

 D 9,611,014 COST
(29) LIVINGSTON SERVICES CORPORATION

 D 903,411 COST
(30) MONMOUTH MEDICAL CENTER

 E 5,795,716 COST
(31) MONMOUTH MEDICAL CENTER - FPP

 D 452,774 COST
(32) NEWARK BETH ISRAEL MEDICAL CENTER

 D 10,663,738 COST
(33) SAINT BARNABAS BEHAVIORAL HEALTH CENTER

 D 812,605 COST
(34) SAINT BARNABAS DEVELOPMENT FDN

 D 453,951 COST
(35) SAINT BARNABAS HOSPICE AND PALLIATIVE CARE

 D 2,394,997 COST
(36) SAINT BARNABAS MEDICAL CENTER

 D 4,536,940 COST
(37) SAINT BARNABAS OUTPATIENT CENTERS

 E 584,038 COST
(38) SAINT BARNABAS REALTY DEVELOPMENT CORPORATION

 D 244,437 COST
(39) SBC MANAGEMENT CORPORATION

 D 4,763,677 COST
(40) CENTRAL JERSEY BEHAVIORAL HEALTH ASSOCIATES

 D 91,653 COST
(41) COMMUNITY MEDICAL CENTER

 D 875,450 COST
(42) CLARA MAASS MEDICAL CENTER

 D 501,250 COST
(43) COMMERCIAL PROFESSIONAL INSURANCE CO LTD

 D 17,135,899 COST
(44) COMMERCIAL PROFESSIONAL INSURANCE CO LTD

 D 1,439,648 COST
(45) CENTER STATE COLLECTION SERVICES INC

 D 64,636 COST
(46) CENTER STATE HEALTH SERVICES CORPORATION

 E 69,822,939 COST
(47) CENTER STATE MANAGEMENT CORPORATION

 D 74,412 COST
(48) KIMBALL MEDICAL CENTER

 D 213,667 COST
(49) LSC PHARMACY SERVICES INC

 E 1,265,322 COST
(50) MONMOUTH MEDICAL CENTER

 D 525,901 COST
(51) NEWARK BETH ISRAEL MEDICAL CENTER

 D 597,248 COST
(52) SBC MANAGEMENT CORPORATION

 E 17,239,801 COST
(53) SAINT BARNABAS HOSPICE AND PALLIATIVE CARE

 D 104,110 COST
(54) SAINT BARNABAS MEDICAL CENTER

 D 1,338,573 COST
(55) SAINT BARNABAS OUTPATIENT CENTERS

 D 199,601 COST
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART V BARNABAS HEALTH, INC. ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN BARNABAS HEALTH IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2013
Additional Data


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