Attach to Form 990 or Form 990-EZ.
See separate instructions.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 | |||
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| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
Calendar year (or fiscal year beginning in) ![]() |
(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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(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). | ||||||






Calendar year (or fiscal year beginning in) ![]() |
(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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.).. | ||||||




| Facts And Circumstances Test |
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| Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | BACKGROUND ========== BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") IS A NOT-FOR-PROFIT REHABILITATION HOSPITAL. BACHARACH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BACHARACH 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. MOREOVER, BACHARACH OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. BACHARACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE AND MEDICAID PATIENTS; 2. BACHARACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 3. CONTROL OF BACHARACH RESTS WITH ITS BOARD OF GOVERNORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 4. 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 BACHARACH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF THE 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. MOREOVER, BACHARACH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AS OUTLINE HEREIN. BACHARACH CONTINUES TO DEMONSTRATE ITS ONGOING AND GROWING COMMITMENT TO THE COMMUNITY BY PROVIDING REHABILITATION SERVICES REGARDLESS OF THE ABILITY TO PAY FOR THE PARTIAL OR FULL COST OF THE CARE DELIVERED. A SUMMARY OF THE COMMUNITY BENEFIT FOR 2012 IS REPORTED BELOW. ORGANIZATION OVERVIEW ===================== BACHARACH INSTITUTE FOR REHABILITATION IS A NON-PROFIT PRIVATE CORPORATION THAT PROVIDES REHABILITATION, SUB-ACUTE REHABILITATION CARE, AND OUTPATIENT SERVICES PRIMARILY TO PATIENTS FROM ATLANTIC, CAPE MAY, OCEAN, AND CUMBERLAND COUNTIES IN NEW JERSEY. THE PROGRAMS AND SERVICES ARE LICENSED OR ACCREDITED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES, THE JOINT COMMISSION, AND THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF). IN ADDITION, CARF HAS SPECIFICALLY ACCREDITED: 1. BRAIN INJURY INPATIENT PROGRAM - HOSPITAL (ADULTS & CHILDREN) 2. BRAIN INJURY OUTPATIENT PROGRAM (ADULTS & CHILDREN) 3. COMPREHENSIVE INPATIENT REHABILITATION PROGRAM (ADULTS & CHILDREN) 4. SPINAL CORD SYSTEM OF CARE (ADULTS & CHILDREN) 5. INPATIENT REHABILITATION STROKE SPECIALTY PROGRAM THE BREADTH AND DEPTH OF BACHARACH'S ACCREDITED PROGRAMS ARE UNIQUE IN NEW JERSEY, AND OUR LOCAL RESIDENTS WOULD BE FACED WITH THE PROSPECT OF TRAVELING GREAT DISTANCES OR EVEN TO OTHER STATES SHOULD THESE SERVICES NOT BE PROVIDED. WHILE THE HOSPITAL WAS ESTABLISHED IN 1924 AS A HOSPITAL FOR CHILDREN WITH POLIO, TODAY'S BACHARACH OFFERS A FULL SPECTRUM OF BOTH INPATIENT AND OUTPATIENT REHABILITATION FOR ADULTS AND CHILDREN, INCLUDING: - PHYSICAL AND OCCUPATIONAL THERAPY - SPEECH AND HEARING SERVICES - CARDIOPULMONARY REHABILITATION - ORTHOPEDIC AND JOINT REPLACEMENT REHABILITATION - BRAIN INJURY - STROKE - NEUROLOGICAL CONDITIONS - AMPUTEE SERVICES - SLEEP DISORDERS AND NEURODIAGNOSTIC TESTING - AQUATIC THERAPY - PHYSIATRY SERVICES BACHARACH IS STAFFED BY PHYSICIANS, NURSES, AND THERAPISTS WHO SPECIALIZE IN IMPROVING QUALITY OF LIFE FOLLOWING ILLNESS, INJURY AND SURGERY. MISSION ======= BACHARACH INSTITUTE FOR REHABILITATION STRIVES FOR RESTORING INDEPENDENCE AND WELL BEING. THE HOSPITAL FULFILLS THIS MISSION BY WORKING WITH THE COMMUNITY, PHYSICIANS, HEALTHCARE PROFESSIONALS, PATIENTS AND THEIR FAMILIES TO IMPROVE ACCESSIBILITY, SAFETY AND THE QUALITY OF SERVICES PROVIDED. THE MISSION IS FURTHER SUPPORTED BY AN ONGOING COMMITMENT TO QUALITY CARE, CARING, ADVOCACY, TEAM WORK, PUTTING THE PATIENT FIRST, CONTINUAL PERFORMANCE IMPROVEMENT, AND EFFICIENCY. SERVICES PROVIDED WHICH SUPPORT THE MISSION INCLUDE: - COMPREHENSIVE ADULT INPATIENT REHABILITATION SERVICES - SUB-ACUTE REHABILITATION SERVICES (LONG-TERM CARE) - DAY REHABILITATION SERVICES - AMBULATORY CARE SERVICES - PHSYIATRY SERVICES - PROVISION OF REHABILITATION SERVICES TO ATLANTICARE REGIONAL MEDICAL CENTER AND SHORE MEMORIAL HOSPITAL - EDUCATIONAL PROGRAMS IN WHICH GRADUATE AND UNDERGRADUATE TRAINING IS PROVIDED TO NURSING, PHYSICAL, NUTRITIONAL, SPEECH, AND OCCUPATIONAL THERAPY AND EXERCISE PHYSIOLOGY ENTRY-LEVEL PROGRAMS. LOCALLY THESE SERVICES ARE PROVIDED TO THE RICHARD STOCKTON COLLEGE OF NEW JERSEY, ATLANTIC-CAPE COMMUNITY COLLEGE AND CUMBERLAND COUNTY COMMUNITY COLLEGE AND OTHERS WITHIN THE REGION. - NURSING AND OTHER PROFESSIONAL SCHOLARSHIP PROGRAMS (2 SEPARATE PROGRAMS) ARE MANAGED IN COORDINATION WITH THE HOSPITAL. - PROGRAMS AND SUPPORT GROUPS ARE PROVIDED TO EDUCATE PATIENTS, THEIR FAMILIES AND THE COMMUNITY AT LARGE ABOUT PROMOTING HEALTH, UNDERSTANDING DISEASE AND ILLNESS PROCESSES, AND INCREASING KNOWLEDGE ABOUT HEALTHCARE OPTIONS. PROGRAMS ALSO ENCOURAGE COMMUNITY INVOLVEMENT IN COMMUNITY-BASED LEISURE ACTIVITIES, RETURN TO WORK AND ASSIMILATION INTO THE COMMUNITY. UNCOMPENSATED CARE: UNCOMPENSATED CARE IS THE TERM USED FOR PATIENT CARE PROVIDED BUT NOT PAID FOR. THIS CARE, PROVIDED BY BACHARACH, IS THE MAJOR COMPONENT OF OUR COMMUNITY BENEFIT AND THE FASHION IN WHICH BACHARACH MEETS IT CHARITABLE OBLIGATION. IF BACHARACH DID NOT PROVIDE THESE SPECIALIZED AND INDIVIDUALIZED SERVICES TO THE COMMUNITY, PATIENTS WOULD HAVE NO CHOICE BUT TO TRAVEL LONG DISTANCES TO RECEIVE THE SERVICES, OR THEY WOULD NOT ACHIEVE THE INDEPENDENCE NEEDED TO LIVE A FULLER AND MORE PRODUCTIVE LIFE. UNLIKE ACUTE CARE HOSPITALS IN NEW JERSEY, ACUTE REHABILITATION HOSPITALS DO NOT RECEIVE ANY REIMBURSEMENT FROM THE STATE OF NEW JERSEY TO COMPENSATE FOR THE CHARITY CARE PROVIDED TO THE COMMUNITY. UNCOMPENSATED CARE IS DEFINED BELOW: CHARITY CARE: FINANCIAL ASSISTANCE MADE AVAILABLE TO PATIENTS IN NEED WHO LIVE IN THE COMMUNITIES WE SERVE AND WHO CANNOT AFFORD TO PAY. THIS POLICY PROVIDES ACCESS, AND EQUAL AVAILABILITY TO HIGH-QUALITY REHABILITATION SERVICES REGARDLESS OF PAYMENT BAD DEBT: THIS AMOUNT REPRESENTS PATIENT ACCOUNTS, WHICH REMAIN UNPAID DESPITE REASONABLE ATTEMPTS TO COLLECT PAYMENTS. UNCOMPENSATED CARE SUMMARY 2004 2005 2006 ------ ------ ------ CHARITY $670,639 $700,310 $579,401 BAD DEBT $342,658 $275,000 $357,147 ----------- ---------- --------- TOTAL $1,013,297 $975,310 $936,548 ========== ========= ======== 2007 2008 2009 ------ ------ ------ CHARITY $697,370 $427,209 $691,128 BAD DEBT $387,144 $409,000 $234,713 ------------ ---------- ---------- TOTAL $1,084,514 $836,209 $925,841 ============ ========== ========== 2010 2011 2012 ------ ------ ------ CHARITY $381,726 $487,945 $449,853 BAD DEBT $188,402 $230,645 $157,895 ---------- --------- ---------- TOTAL $570,128 $718,590 $607,748 ========= ========= ========= 2013 ------ CHARITY $ 86,263 BAD DEBT $280,704 ---------- TOTAL $366,967 ========== |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | TRANSPORTATION: IN ADDITION, BACHARACH PROVIDES FREE VAN SERVICE TO PATIENTS WHO DO NOT HAVE ANOTHER MEANS OF TRANSPORTATION TO THEIR APPOINTMENTS. IN THE LAST TWELVE MONTHS, BACHARACH PROVIDED 18,376 TRIPS FREE OF CHARGE AT A COST TO US OF $463,960. NEURO-DIAGNOSTIC CLINIC: THERE IS ALSO A NEURO-DIAGNOSTIC CLINIC HELD AT THE ATLANTICARE REGIONAL MEDICAL CENTER FOR PATIENTS WHO ARE UNABLE TO PAY. THE CLINIC IS STAFFED BY BACHARACH'S PHYSIATRISTS. WE HAVE HISTORICALLY PROVIDED SERVICES REGARDLESS OF THE ABILITY TO PAY, WHILE AT THE SAME TIME WE HAVE WORKED WITH PATIENTS AND FAMILIES TO FIND ALTERNATIVE SOURCES FOR HEALTHCARE COVERAGE. SUBSIDIZED HEALTHCARE SERVICES: BACHARACH OPERATES A NUMBER OF PROGRAMS AND SERVICES AT A DEFICIT. IN MANY CASES PUBLIC ASSISTANCE PROGRAMS DO NOT FULLY COVER EITHER THE INDIRECT OR DIRECT EXPENSES OF THE SERVICES PROVIDED. DESPITE THE FACT THAT THEY ARE UNDER-FUNDED, THEY ARE PROVIDED AS THEY FULFILL A COMMUNITY AND SPECIFIC PATIENT NEED. IT IS IMPORTANT FOR THE COMMUNITY TO UNDERSTAND, RECOGNIZE, AND SUPPORT THE PROVISION OF THESE PROGRAMS. THE CLOSURE OF THESE PROGRAMS WOULD PLACE OUR COMMUNITY RESIDENTS AT RISK AND WOULD CREATE A GAP IN SERVICES. BACHARACH'S BOARD OF GOVERNORS AND ADMINISTRATION CONTINUALLY ASSESS THE MISSION AND ROLE OF THESE PROGRAMS. THE FOLLOWING PROGRAMS, WHILE MEETING A WELL-DOCUMENTED COMMUNITY NEED. BACHARACH STRIVES TO MEET THE CHALLENGE OF PROVIDING THESE SERVICES BY BEING A LOW-COST AND PRODUCTIVE PROVIDER. PROGRAMS AND SERVICES THAT REQUIRE DEFICIT FUNDING DUE TO UNDER-FUNDED PUBLIC PROGRAMS INCLUDE: - BRAIN INJURY - SPINAL CORD - STROKE - AMPUTEE - NEUROLOGICAL AND - CERTAIN ORTHOPEDIC PROGRAMS AND SERVICES - CARDIAC REHABILITATION COMMUNITY SUPPORT: THROUGHOUT 2012 BACHARACH AND ITS EMPLOYEES SUPPORTED A NUMBER OF CIVIC AND COMMUNITY PROJECTS THAT STRENGTHEN THE COMMUNITY. WHILE SOME OF THESE PROGRAMS ARE NOT DIRECTLY RELATED TO THE PROVISION OF HEALTHCARE THEY DO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY. THESE PROGRAMS INCLUDED THE SUPPORT OF THE UNITED WAY, RUTH NEWMAN SHAPIRO HEART AND CANCER FUND, COMMUNITY FOOD BANK, SHIRLEY MAE BREAST CANCER ASSISTANCE FUND, ATLANTIC CITY DAY NURSERY, GILDA'S CLUB, MAPS, SHORE MEMORIAL HOSPITAL STAINTON SOCIETY, BETH JUDAH UNDERSERVED TEEN HOLIDAY PARTY, DISABLED AMERICAN VETERANS, MAKE A WISH FOUNDATION, SOUTH JERSEY CANCER FUND AND THE ATLANTICARE FOUNDATION. COMMUNITY OUTREACH PROGRAMS AND SUPPORT GROUPS: BACHARACH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND HEALTH OF OUR LOCAL RESIDENTS. IN 2013, BACHARACH INVESTED FUNDS TO PROVIDE EDUCATIONAL PROGRAMS, HEALTH SCREENINGS, EDUCATIONAL SESSIONS, AND HEALTH AND WELLNESS PROGRAMS. THESE SUPPORT SERVICES AND PROGRAMS INCLUDE: - AMPUTEE SUPPORT GROUPS - BRAIN INJURY SUPPORT GROUPS - STROKE SUPPORT GROUPS - STROKE SUPPORT FOR CARE GIVERS - COMMUNITY ADVISORY PANELS - SLEEP APNEA SUPPORT GROUP - HEARING AIDE BANK (HEARING AIDE SUPPORT FUND) - AQUATIC POOL - ONLY PROGRAM OF ITS TYPE IN THE REGION - CPR TRAINING (ADULTS AND CHILDREN) THE ESTIMATED COST OF THESE SERVICES IN 2013 WAS $4,231. EDUCATIONAL SCHOLARSHIPS: IN 2013, BACHARACH PROVIDED ADMINISTRATIVE SERVICES PRIMARILY THROUGH AN INDEPENDENT SCHOLARSHIP PROGRAM FOR MATRICULATED STUDENTS OF EMPLOYEES WHICH IS NOT LIMITED TO STUDENTS ENROLLED IN HEALTHCARE PROGRAMS. BACHARACH ALSO PROVIDES ADMINISTRATIVE SERVICES TO ANOTHER INDEPENDENT SCHOLARSHIP PROGRAM WHICH PROVIDES SUPPORT TO MATRICULATED NURSING STUDENTS. COMMUNITY MEDICAL EDUCATION: BACHARACH PROVIDES AND PARTICIPATES IN VARIOUS PROFESSIONAL EDUCATIONAL PROGRAMS. IT OFFERS A WIDE VARIETY OF MEDICAL EDUCATION, CONTINUING EDUCATION PROGRAMS AND VARIOUS DAY TRAINING FOR THE PROFESSIONAL COMMUNITY. BACHARACH SERVES AS A CLINICAL PRACTICE SITE FOR VARIOUS PROFESSIONAL PROGRAMS, INCLUDING MEDICAL STUDENTS, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, NUTRITION, THERAPEUTIC RECREATIONAL, NURSES AND EXERCISE SCIENCE STUDENTS AS WELL AS PSYCHOLOGY INTERNS. PROGRAMS SUCH AS THESE PROVIDE THE AREA WITH A CONSTANT SUPPLY OF WELL-TRAINED HEALTH PROFESSIONALS. WHILE SOME OF THESE STUDENTS MAY FIND EMPLOYMENT POST GRADUATION AT BACHARACH, MOST WILL ULTIMATELY WORK WITHIN THE COMMUNITY. THE COST $514,364 ASSOCIATED WITH THIS PROGRAM INCLUDES STAFF TIME, EQUIPMENT AND SUPPLIES. THERE IS NO CHARGE TO THE STUDENT TO PARTICIPATE IN THESE PROGRAMS. VOLUNTEER SUPPORT: THE ABILITY FOR BACHARACH TO OFFER THE COMMUNITY THE SCOPE OF ITS SERVICES IS SUPPORTED BY THE EFFORTS OF THE COMMUNITY-BASED VOLUNTEERS. IN 2013, COMMUNITY VOLUNTEERS GAVE GENEROUSLY OF THEIR TIME AND SUPPORT. THE VALUE OF THOSE HOURS TRANSLATED INTO $75,168 DOLLARS. THE BENEFIT OF THE SUPPORT OF THE VOLUNTEERS IS THROUGH THE PROVISION OF PERSONAL ESCORTS, GREETERS, PATIENT FOLLOW-UP PHONE CALLS POST DISCHARGE AND CLERICAL SUPPORT. SUMMARY OF COMMUNITY BENEFITS ============================= UNCOMPENSATED CARE - INCLUDES CHARITY CARE, WHICH IS THE NON-REIMBURSED COST OF PROVIDING FREE OR DISCOUNTED CARE TO PERSONS WHO CANNOT PAY ALL, OR PART AND WHO ARE DETERMINED ELIGIBLE THROUGH A STRUCTURED APPLICATION PROCESS. UNCOMPENSATED CARE ALSO INCLUDES BAD DEBT, WHICH REPRESENTS PATIENT ACCOUNTS WHERE REASONABLE ATTEMPTS TO WERE MADE. SUBSIDIZED HEALTHCARE SERVICES - THE DIFFERENCE BETWEEN THE COST OF PROVIDING CARE TO THOSE ENROLLED IN PUBLIC PROGRAMS AND WHAT THE GOVERNMENT REIMBURSES COMMUNITY DEVELOPMENT - FINANCIAL AND STAFF SUPPORT OF PARTNERSHIPS FOR COMMUNITY SERVICES. THIS IS A LONG STANDING TRADITION OF SUPPORTING AGENCIES AND PROGRAMS THAT CONTRIBUTE TO THE COMMUNITY. MEDICAL EDUCATION - ESSENTIAL TO PATIENT CARE, OUR INVOLVEMENT INCLUDES INSERVICE EDUCATION TO COMMUNITY PROFESSIONAL STAFF, AND PARTNERSHIPS WITH THE AREA HEALTHCARE PROFESSIONAL TRAINING PROGRAMS. COMMUNITY EDUCATION AND OUTREACH - COST OF PROVIDING FREE SCREENINGS, TRANSPORTATION, HEALTH AND WELLNESS PROGRAMS, AND SUPPORT GROUPS. COMMUNITY SPONSORSHIPS- PROVIDING FINANCIAL SUPPORT AND MEETING SPACE TO COMMUNITY GROUPS, EQUIPMENT, SERVICES, SUPPLIES, AND AGENCIES. EDUCATIONAL SCHOLARSHIP PROGRAMS - PROVIDED TO MATRICULATED NURSING STUDENTS AND TO CHILDREN OF BACHARACH EMPLOYEES. VOLUNTEER SUPPORT - THE VALUE OF THE VOLUNTEERS DONATED TIME AND EFFORT. 2013 COMMUNITY BENEFIT SUMMARY AMOUNT UNCOMPENSATED CARE - BAD DEBT: $280,704 UNCOMPENSATED CARE - CHARITY CARE: $86,263 SUBSIDIZED HEALTHCARE SERVICES: $10,321 VOLUNTEER SUPPORT: $75,168 COMMUNITY OUTREACH & SUPPORT: $24,779 TRANSPORTATION SERVICES: $533,957 COMMUNITY MEDICAL EDUCATION: $514,364 ------------ TOTAL: $1,525,556 ============ |
| CORE FORM, PART III; LINE 4D | EXPENSES INCURRED IN PROVIDING VARIOUS OTHER 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 THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. |
| PART VI, SECTION A, QUESTION 2 | PHILIP J. PERSKIE, ESQ. AND ROY GOLDBERG - FAMILY RELATIONSHIP. PHILIP J. PERSKIE, ESQ. AND MARY JOYCE PERSKIE - FAMILY RELATIONSHIP. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO A COMMITTEE OF ITS GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE 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 FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE Organization 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 FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. 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 FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO A COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES AND FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE DISTRIBUTED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW. THE PRESIDENT/CHIEF EXECUTIVE OFFICER DISCUSSES THE COMPLETED FORMS WITH THE EXECUTIVE COMMITTEE OF THE BOARD WHICH THEN REPORTS TO THE BOARD OF TRUSTEES, WHERE NECESSARY. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION'S BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE TO REVIEW AND APPROVE OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" IS REASONABLE. THE COMPENSATION COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMPENSATION COMMITTEE OBTAINED INDEPENDENT SALARY SURVEY INFORMATION FURNISHED BY AN INDEPENDENT CONSULTANT AND REVIEWED FORMS 990 OF SIMILAR ORGANIZATIONS THROUGHOUT THE UNITED STATES. THIS INCLUDED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILARLY SIZED REHABILITATION FACILITIES, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMPENSATION AND BENEFITS OF ALL OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S VICE PRESIDENT OF HUMAN RESOURCES IN CONJUNCTION WITH EACH 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'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 | THE ORGANIZATION IS AN AFFILIATE WITHIN A HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS ("SYSTEM"). CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS, DIRECTORS AND KEY EMPLOYEES 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 REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES, OFFICER, DIRECTOR OR KEY EMPLOYEE OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON THIS FORM 990. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT - $124,549; - CHANGE IN INTEREST OF NET ASSETS OF BACHARACH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION - $5,763,026; - NET ASSETS RELEASED FROM TEMPORARY RESTRICTIONS - ($130,993); and - CHANGE IN BENEFICIAL INTEREST OF CHARITABLE TRUSTS; PERMANENTLY RESTRICTED - $306,301. |
| CORE FORM, PART XII; QUESTION 2 | AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2013 AND DECEMBER 31, 2012; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FINANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
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