Attach to Form 990 or Form 990-EZ.
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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
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| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
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2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
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| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
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8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
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| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
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|---|---|---|---|---|
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1
Distributable amount for 2014 from Section C, line 6 |
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2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
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5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Background ========== Monmouth Medical Center ("MMC") is a general medical and surgical hospital. MMC is recognized by the IRS as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, MMC 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, MMC operates consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. MMC provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2. MMC operates an active emergency department for all persons and is open 24 hours a day, 7 days a week, 365 days per year; 3. MMC maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of MMC rests with its board of trustees and the board of trustees of Barnabas Health, Inc. Both boards are comprised of independent civic leaders and other prominent members of the community; and 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 MMC, as shown through the factors outlined above and other information contained herein, clearly demonstrate the hospital provides substantial community benefit and that the use and control of MMC 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. MMC's sole corporate member is Barnabas Health, Inc. ("BH"), a tax-exempt New Jersey non-profit parent corporation. Barnabas Health is a tax-exempt integrated healthcare delivery system consisting of a group of affiliated healthcare organizations. This integrated network of healthcare providers throughout the state of New Jersey provides substantial community benefit. The sole member or stockholder of each entity is either BH or another BH affiliate controlled or owned by BH. MMC, like its corporate parent is a not-for-profit organization. BH is the largest multi-hospital system in New Jersey and provides substantial community benefit. BH consists of free-standing acute care hospitals, a free-standing psychiatric hospital, Medicare-certified home healthcare and hospice programs, multi-specialty ambulatory care facilities, primary care centers, outpatient behavioral health centers and other entities. BH provides medically necessary healthcare services to all individuals regardless of ability to pay. Moreover, BH provides healthcare services to patients who meet certain criteria defined by the New Jersey Department of Health and Senior services 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. Hospital Statistical Information ================================ For 125 years, MMC has been the leader in central New Jersey in providing the best in healthcare and the latest in medical technology to the nearly one million residents that comprise its service area of Monmouth County, and portions of Ocean and Middlesex Counties. MMC is one of New Jersey's largest teaching hospitals and a teaching affiliate of Philadelphia's Drexel University College of Medicine for more than 40 years. MMC is a 521-bed non-profit, regional tertiary care teaching hospital located in Long Branch, Monmouth County, New Jersey. The institution provides a full spectrum of services, ranging from high-risk neonatology to geriatric care. Admissions total over 22,000 annually, with nearly 5,000 births, approximately 51,100 emergency visits and over 170,000 outpatient visits in 2014. MMC serves a diverse community with over 24% of its patients comprised of minority groups and approximately 33% of patients in underinsured and uninsured payer groups. It has a JCAHO certified chest pain center and is state designated as a primary stroke center. Mission Statement ================= Monmouth Medical Center's vision, as a part of Barnabas Health, is a leader in designing unparalleled new ways for delivering healthcare. The medical center provides quality-driven, safe, efficient, cost-effective and responsive healthcare services that meet the needs and exceed the expectations of our community. Our Mission: - To meet the healthcare needs of our community by providing cost-effective quality care. - To educate present and future generations of healthcare providers. - To provide a continuum of regional tertiary care. Accomplishments/Milestones/Recognitions/Awards ============================================== 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. MMC 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 MMC 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 MMC 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. - MMC 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. - MMC joined a select group of 13 U.S. hospitals chosen to participate in the Radiologic Society of North America Image Share Network. MMC 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. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | - 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. - MMC 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. - MMC received CT accreditation from the American College of Radiology ("ACR") with zero deficiencies. MMC, a BH facility, has been granted ultrasound accreditation by the 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. - Monmouth received Cultural Diversity Partnership Award from the Lakewood Orthodox Jewish community for sensitive leadership in all matters of patient care. - The NJHA Board of Trustees approved Monmouth Medical Center as one of 17 hospitals chosen to participate in the NJHA HEN Patient Flow Collaborative- an initiative that has gained the attention of many of the nation's most prominent health care leaders. - Monmouth Medical Center became a member of the Penn Cancer Network, creating an affiliation with the world-renowned Penn Medicine Abramson Cancer Center. The Penn Cancer Network includes a select group of community and academic hospitals noted for outstanding cancer care. - Only Hospital on the Eastern seaboard to be recognized with the Crimson Physician Partnership Award, presented to administrator-physician leadership teams at organizations that are members of the Crimson physician performance technologies cohort. Centers of Excellence ===================== MMC's recognized medical services Centers of Excellence include, but are not limited to, the following: 1. The Unterberg Children's Hospital at Monmouth Medical Center. The Children's Hospital offers the community the renowned medical expertise in the care of children that only a leading academic medical center can provide, with more than 140 pediatric specialists who concentrate in 26 specialties. The organization provides specialized pediatric care, offering a 54-bassinet regional newborn center, a 23-bed level III neonatal intensive care unit, and the region's only program in Children's Crisis Intervention Services and subspecialty pediatric care in areas such as cardiology, gastroenterology, surgery and orthopedics. 2. Psychiatric Centers/Program MMC has the largest psychiatric program in Monmouth County, with a total of 44 beds within voluntary and involuntary adult inpatient units and 19 beds in its inpatient Children's Crisis Intervention Service, where children and adolescents with acute emotional, behavioral or psychiatric problems are treated. In addition, its newly renovated Psychiatric Emergency Screening Service ("PESS") is the designated service for Monmouth County. MMC recently expanded its outpatient behavioral health services to include an Early Intervention Support Services Program ("EISS"). 3. The Jacqueline M. Wilentz Comprehensive Breast Center Committed to meeting the breast health care 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. 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, including: - Annual physical breast examinations, mammography and diagnostic service, headed by a dedicated breast radiologist who oversees a staff of highly trained technologists. - Consultations and second opinions (surgery, medical oncology, pathology, mammography, plastic surgery and radiation therapy), breast cancer high risk program, stereotactic biopsy system, tomosynthesis, breast-specific gamma imaging, breast MRI, automated whole-breast ultrasound, clinical research and a breast information center. - Satellite locations in Colts Neck, Howell and Lakewood to offer women convenient access to screening mammography and bone density testing. 4. Leon Hess Cancer Center MMC stands at the forefront of providing the most extensive array of highly advanced cancer services, delivered by a multidisciplinary team of specialists in a caring and supportive environment. For decades, MMC's leadership role in oncology services has been broadened through the ongoing expansion of state-of-the-art programs and technologies offered in all areas of cancer prevention, detection and treatment. The Leon Hess Cancer Center at Monmouth brings together a host of specialists in a convenient setting to offer comprehensive cancer services. MMC is accredited by the Commission on Cancer of the American College of Surgeons as a "teaching hospital cancer center" - the group's highest designation. MMC is a part of The Penn Cancer Network - a select group of community hospitals in New Jersey, Pennsylvania and Delaware - collaborating with the Abramson Cancer Center at the University of Pennsylvania to provide excellence in patient care throughout the region. Penn's Cancer Network hospitals are recognized for their excellence in patient care and commitment to improving the health and well-being of their community. The Cancer Network offers an integrated system of care between MMC and Penn. 5. The Cranmer Ambulatory Surgery 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. 6. The Eisenberg Family Center MMC delivers nearly 5,000 babies annually - the most in Monmouth and Ocean counties. To accommodate the demand for its services, the hospital recently completed an ambitious expansion of the Eisenberg Family Center to offer additional expansive private postpartum rooms and an additional newborn nursery. Monmouth has built one of the safest obstetrical programs in the nation, and as a result, was recently lauded on network news by Consumer Reports for maintaining one of the lowest C-section rates in the nation. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | 7. The Valerie Fund Children's Center for Cancer and Blood Disorders The center provides comprehensive medical services to children with childhood cancers such as leukemia, lymphomas and neuroblastomas, and blood disorders such as sickle cell anemia and white cell abnormalities. 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 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. MMC is one 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. 8. Robotic Surgery Program Monmouth is the first hospital in central and southern New Jersey to introduce robotic-assisted partial knee resurfacing and total hip replacement procedures known as Makoplasty. This surgeon-controlled robotic arm system enables highly accurate alignment and placement of implants for a more natural feel. Additionally, partial knee resurfacing is a minimally invasive option for knee pain sufferer that quickly gets them back to normal activities. This latest example of pioneering robotic surgery at Monmouth Medical Center came on the heels of the hospital's milestone of performing its 2,000th robotic surgery. Monmouth boasts the most experienced robotic surgeons in the state, including fellowship trained physicians in minimally invasive and advanced robotic thoracic surgery, and is the only hospital in the region to employ two surgical robots and the latest technology for minimally invasive complex procedures in adult and pediatric urology, gynecology and thoracic surgery. The first robotic colorectal procedures in the region utilizing the da Vinci stapler have been completed at MMC. 9. Monmouth Medical Center Southern Campus Monmouth Medical Center Southern Campus (MMCSC) resulted from the merger of Kimball and Monmouth Medical Centers on May 1, 2014 and creates an integrated, regionalized two-campus partnership to provide high quality, efficient health care to the communities in the region. MMC had previously partnered with Kimball on the Jacqueline M. Wilentz Breast Center at Lakewood, as well as a Geriatric Emergency Medicine ("GEM") Unit and a Pediatric Emergency Department at the Monmouth Medical Center Southern Campus in Lakewood. Medical and Community Services ============================== MMC's services include an array of additional medical services and programs that address the healthcare needs of its communities, from diagnostic, to prevention and treatment. Additional Medical Services --------------------------- MMC offers many specialized programs including robotic surgery, minimally invasive surgery, regional perinatal center, sleep center, hyperbaric treatment, and integrative medicine. MMC provides comprehensive behavioral health services including psychiatric emergency services, mobile outreach, children's crisis intervention and intensive outpatient services Consistent with revenue ruling 69-545 all qualified physicians are eligible for medical staff privileges at MMC. MMC has over 850 physicians on its medical staff and other health professionals, comprised of the following specialties: - Adult Psychiatry - Allergy, Med. - Allergy, Ped. - Anatomic & Clinical, Path - Anesthesiology - Cardiology, Med. - Cardiology, Ped. - Child Development, Ped. - Child Psychiatry - Colon & Rectal Surgery - Critical Care, Ped. - Dentistry, Out - Dermatology, Med. - Emergency Medicine - Endocrinology, Med. - Endocrinology, Ped. - Endodontics, Outpt Dent - Endoscopy, Med. - Family Practice - Foot & Ankle - Gastroenterology, Med. - Gastroenterology, Ped. - General - General Dent, Inpt Dent - General Dent, Outpt Dent - General Pediatrics - General Surgery - General/Sports - Geriatrics - Gynecologic Oncology - Hand Surgery - Hand/Sports - Hematology/Oncology, Med. - Hematology/Oncology, Ped. - Hospitalist - Infectious Disease, Med. - Infectious Diseases, Ped. - Internal Medicine - Joints - Joints/Sports - Maternal Fetal Med. - Medical Genetics, Ped. - Neonatology - Nephology, Ped. - Nephrology - Neurology - Neurology, Ped. - Neurosurgery - Ob/Gyn - Ophthalmology - Oral Surgery, Inpt Dent - Orthodontics, Outpt Dent - Orthopedic Surgery - Otolaryngology - Pain Management - Pathology - Pediatric Surgery - Pediatric, Inpt Dent - Peds - Periodontics, Outpt Dent - Physical Med. & Rehab. - Plastic & Recon. Surgery - Podiatric Medicine - Prosthodontics/Outpt Dent - Psychiatry - Psychiatry & Neurology - Pulmonary Med. - Pulmonary, Ped. - Radiation Oncology - Radiology - Reproductive Endo & Infert. - Reproductive Endocrinology - Rheumatology, Med. - Spine - Sports - Thoracic Surgery - Total Joints - Urogynecology - Urology - Vascular Surgery Community Service Centers -------------------------- MMC is committed to keeping its community healthy, and offers an extensive array of community outreach programs and services for the benefit of the community residents and employees. MMC operates the following department designed to promote health and health awareness for the community. The Department of Community Health & Wellness has a philosophy and way of life that allows individuals to reach their full potential for optimal well-being. Recognizing that individuals have become increasingly health conscious and are seeking new ways to improve their health and prevent illness, Monmouth Medical Center's Department of Community Health Education has developed multiple programs to assist the community in fulfilling their health goals. Community Benefit Programs -------------------------- 1. Monmouth Medical Center's annual 'Roll Out the Ribbons' Campaign Supports the Fight Against All Cancers To raise awareness of cancer in all its forms and educate the public about the importance of early detection and prevention, Monmouth Medical Center created a unique summertime awareness campaign designed to unify the community in the fight against cancer and honor courageous individuals who have and are fighting the battle. Roll Out the Ribbons kicks off on July 4th at Oceanfest on the Long Branch boardwalk, and the colorful ROR tent, offering cancer resources, information, sunscreen, giveaways and an opportunity to fill out a Ribbon of Honor, visits at least 10 public events throughout the summer. The goals are to educate the community about the risk factors associated with cancer and preventive approaches to the disease, and help those affected cope with the challenges ahead. The ROR website is filled with valuable cancer related information, such as links to support organizations, patient stories and local cancer-related events are featured. A focal point of Roll Out the Ribbons ("ROR") is engaging the public in the creation of the Promenade of Hope - a half-mile stretch of railing along the boardwalk in Long Branch delivers messages of hope and healing to the community through its multi-colored ribbons displaying personal messages to symbolize a united front in the fight against cancer. From Memorial Day through Labor Day 2013, MMC proudly hung more than 7,000 ribbons along Long Branch's oceanfront Promenade. Since filling out Ribbons of Honor proved to be so meaningful for so many, the 2014 ROR campaign has now incorporated Expressions of Hope, which encourages participants to reap the benefits of therapeutic writing and journaling by creating and submitting letters to cancer. A public event for cancer patients, caregivers and friends was held featuring therapeutic journaling, meditation, Reiki, and healthy cooking. All but the healthy cooking segment was led by MMC nurses from the MMC Holistic Nursing Council. Several local schools, including Tinton Falls Middle School, and Shore Regional High School, have become involved in the campaign, with students filling out ribbons and counselors, teachers and students opening a dialogue about cancer in the schools. Local businesses and the community are encouraged to participate in the campaign - one local business held a bake sale for patrons and raised over a thousand dollars and children in a local neighborhood worked together on a lemonade stand to spread the message and raise funds. Funds raised go to patient and family programs of the Leon Hess Cancer Center and the Valerie Fund Children's Center for Cancer and Blood Disorders at Monmouth Medical Center. The Roll Out the Ribbons' "Ribbon of Honor" was designed to represent all types of cancer, as symbolized by its color: lavender, the official color of awareness of all cancers. The colored stripes represent the 12 most common types of cancer: thyroid, prostate, pancreatic, bladder, breast, colorectal, endometrial, kidney, leukemia, lung, melanoma and lymphoma. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | 2. Unterberg Children's Hospital Sponsors Beach Safety Week National Rip Current and Beach Safety Awareness Week is observed annually the first week of June. In 2013 and 2014, The Unterberg Children's Hospital at Monmouth Medical Center has sponsored the local "Know BEFORE you go!" campaign that helps educate the community about water safety. The campaign, which is led by the Monmouth County Chapter of the United States Life Guarding Association (including Unterberg Children's Hospital Pediatric Endocrinologist, Mike Barrows, MD), visits local high schools throughout Monmouth County and presents a fun and informative workshop on beach safety and dealing with rip currents. Our sponsorship also enables 128 radio Public Service Announcements throughout June via Press Communications. Importance: Every day about 10 people die from unintentional drowning. Of these, two are children aged 14 or younger. Drowning ranks fifth among the leading causes of unintentional death in the United States. About one in five people who die from drowning are children 14 and younger. For every child who dies from drowning, another receives emergency department care for non-fatal submersible injuries. More than 50% of drowning victims treated in emergency departments require hospitalization or transfer for further care. These non-fatal drowning injuries can cause severe brain damage that may result in long term disabilities such as memory problems, learning disabilities and permanent loss of basic function. 3. Monmouth Medical Center and SCAN Partner on Services for Active Adult Community For more than 25 years, MMC has partnered with the Social Community Activates Network ("SCAN") (formerly the Senior Community Activities Network), located in the Monmouth Mall in Eatontown, in service to the active adult community. Like SCAN, which promotes a culture of lifelong learning, healthy lifestyles and independent living by offering programs that make the community "Healthy, Wealthy & Wise," MMC believes that "Life is Better Healthy" and is dedicated to helping seniors live healthy lifestyles. Throughout the year, MMC provides a host of health lectures, screenings and classes led by the hospital's doctors and healthcare professionals. These free programs, which MMC advertises monthly in the Asbury Park Press, focus on topics such as heart health, stroke prevention, brain health, cancer awareness, nutrition and stress relief. For example, in 2014, MMC teamed with SCAN to offer Take Control of Your Health, a free, six-week workshop to teach strategies for managing daily life when living with chronic conditions such as arthritis, heart and lung conditions, anxiety, diabetes and high blood pressure. Created by Stanford University, the evidence-based Take Control of Your Health workshop teaches individuals how to: - Manage stress - Improve communication - Cope with depression and fatigue - Increase energy levels - Eat healthy and maintain weight - Get more out of life Screening Programs ------------------ MMC provides numerous medical screening programs to the community in furtherance of its tax-exempt purposes. Approximately 55,000 individuals participated in medical screenings, health fairs and educational programs at MMC in 2014. These include, but are not limited to, the following: - Screening - Blood Pressure - Screening - Body Composition/BMI - Screening - Derma View Facial Scan - Screening - Cholesterol - Screening - Glucose - Screening - Breast Health - Screening - Lung Cancer - Screening - Prostate Cancer - Screening - Cardiac and Concussion for Young Athletes - Community Events/Health Fairs Community Education ------------------- The hospital's ongoing efforts to educate the community with respect to general health awareness, issues and public safety, healthcare activities, screenings, education and programs is advanced through publications, news bulletins, newsletters, web postings and other publications produced by the hospital. In addition, patients, part of at risk populations, are assessed for influenza and pneumonia vaccinations and provided the vaccines upon their approval. All patients are asked regarding living wills and advanced directives. MMC provides numerous lectures, seminars and other educational programs to the community in furtherance of its tax-exempt purposes including, but not limited to, the following: 1. CPR and First Aid Instruction - Neonatal resuscitation - Heartsaver AED CPR program - Heartsaver First Aid 2. Wellness Programs - Stress management/Stress-free workshops - Smoking Cessation - Babysitting/Safe Sitter - Lung Health: Saving Lives Through Early Detection - Barnabas Health Family Festival and Kids Race Day - Weight Loss Institute of NJ Physician Lectures - Healthy Eating Across the Ages - NJ Marathon Health & Fitness Expo - Sports "Fun"damentals - NJ Marathon Race Day - Nutrition and Brain Fitness - The Benefits of Healing Touch or Reiki - Spirit of Women: excellence in women's health, education and community outreach - Corporate Wellness Center including customized programs 3. Various Educational Sessions - Mind Your Meds: Keys to Self-Management of Medications - Total Joint Replacement and Spine Surgery Information Session - Music and Movement - Skin Cancer Awareness; DermaView Facial Scans - Physician Lecture on Tourette Syndrome - Physician Lecture: Break Free From Pelvic Floor Disorders - Advanced Treatment Options for Women: Uro-gynecology and Gynecology Solutions for Incontinence, Fibroids and Uterine, Bladder or Rectum Prolapse - Choose Your Cover - Free Cancer Screenings - 4-week Diabetes Self-Management Series - Diabetes Meal Planning - Counting Carbohydrates - Marlboro Township Senior Health Fair - Secrets for Successful Aging - Heart Health Fair and Wear Red Day - Makoplasty Information Session - Chinese Medical Program Information Session - Thyroid Health and You - Alzheimer's Awareness - Parkinson's Disease - Preventive Cardiology - Living with a Sleep Disorder - Health Information on the Internet - Anxiety Disorders - Heart Health: Understanding the New Guidelines - Your Heart and Electrical Disturbances - Strokes, TIAs and Tremors - Free Art Workshop for Those Impacted by Brain Tumors - Brainstorm: A Dialogue and Education Series - Peace of Mind: Maintaining Brain Health as we Age - Stroke Awareness Day - How to Quit Smoking - Lung Health: Saving Lives Through Early Detection - Prostate Cancer Awareness - Natural Ways to Handle Depression - Back Pain Treatment Options Information Session - Monmouth County Park System Health Seminar - SCAN Learning Center Health & Wellness Fair - Pediatric Pre-Operative Tours - Ladies Night Out - Empowering Women to Take Care of Themselves - Power of Pink Luncheon - Managing Mother's and Father's Day during a Time of Loss - Hip and Knee Arthritis - Understanding Your Options for Rehab 4. Childbirth Preparation and Parenting Programs - Baby Fair - The Eisenberg Family Center Tours - Breastfeeding Today - Preparation for Childbirth - 5 week series - One-Day Preparation for Childbirth - Two-Day Preparation for Childbirth - One-Day Marvelous Multiples - Childbirth Update / VBAC - Cesarean Birth Education - Baby Care Basics - Make Room for Baby (Children ages 2 and up) - Grandparents Program - Adoptive Parenting - Moms of Multiples Support Group - Mother to Mother Support Group - Happiest Baby on the Block - Daddy Knows Best - Parenting Young Children Through S.T.E.P. (Systematic Training for Effective Parenting) - Gestational Diabetes Education Program - Understanding your Toddler - Free Child Car Seat Inspections 5. Support Groups - Journey of Hope Bereavement Support Group & Bereavement Counseling - Living with Early Stage Breast Cancer Support Group - Ovarian Cancer Support Group - Support for People with Oral, Head and Neck Cancer - Living with Metastatic Breast Cancer - US TOO: Prostate Cancer Support Group - Weight Loss Institute of New Jersey Patient Support Group - Diabetes Insulin Pump Support Group - Diabetes Support Group - Children/Adolescents Experiencing Loss - Kids Need Support, Too - Alzheimer's Caregivers Support Group - Grandparents Raising Grandchildren Support Group - Kogan Celiac Center Support Group - Inflammatory Bowel Disease Support Group - Pediatric Diabetes Support Group - Adult Attention Deficit Disorder - Family Support Group - Cleft Palate Support Group - Shore Area Stroke Survivors - Look Good, Feel Better - New Babies, New Emotions Support Group - Voices Sickle Cell Support Group - Adult Pulmonary Support Group - Living Smoke-Free - Trigeminal Neuralgia (TNA)/Facial Pain Support Group - Postpartum Depression (PPD)/Anxiety Support Group 6. MMC's Speakers Bureau brings an extensive range of healthcare programs to businesses, religious establishments or community sites such as senior centers. Our highly training physicians, nurses and other health professionals share their knowledge on a variety of interesting and stimulating subjects concerning hea |
| CORE FORM, PART III; QUESTION 2 | EFFECTIVE WITH THE CLOSE OF BUSINESS ON APRIL 30, 2014, KIMBALL MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL, WAS STATUTORILY MERGED INTO THIS ORGANIZATION. ON THIS DATE KIMBALL MEDICAL CENTER WAS RENAMED MONMOUTH MEDICAL CENTER - SOUTHERN CAMPUS. ACCORDINGLY, THE ACTIVITIES AND OPERATIONS OF MONMOUTH MEDICAL CENTER SOUTHERN CAMPUS ARE BEING REPORTED ON THIS FROM 990. |
| CORE FORM, PART III; QUESTION 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. |
| CORE FORM, PART VI, SECTION A; QUESTION 2 | ROBERT M. GERARD AND JOSEPH A. TORCIVIA - BUSINESS RELATIONSHIP. FRANK CIESLA, ESQ. AND STEVEN J. CORODEMUS, ESQ. - BUSINESS RELATIONSHIP. |
| CORE FORM, PART VI, SECTION A; QUESTION 4 | EFFECTIVE WITH THE CLOSE OF BUSINESS ON APRIL 30, 2014, KIMBALL MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL, WAS STATUTORILY MERGED INTO THIS ORGANIZATION. ON THIS DATE KIMBALL MEDICAL CENTER WAS RENAMED MONMOUTH MEDICAL CENTER - SOUTHERN CAMPUS. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | BARNABAS HEALTH, INC. ("BH") IS THE SOLE MEMBER OF THIS ORGANIZATION. BH HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION IS AN AFFILIATE WITHIN BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). BARNABAS HEALTH, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE BARNABAS HEALTH, INC. AUDIT COMMITTEE ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR ALL TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM BUT DID NOT PERFORM AN ACTUAL REVIEW OF EACH AFFILIATE FEDERAL FORM 990 WITH THE EXCEPTION OF BARNABAS HEALTH, INC. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS, THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUTNING ("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 SYSTEM INDIVIDUALS INCLUDING SENIOR VICE PRESIDENT/GENERAL COUNSEL, EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER, VICE PRESIDENT OF INTERNAL AUDIT AND VARIOUS OTHER INDIVIDUALS 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 THOSE INDIVIDUALS OUTLINED ABOVE, FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP 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 INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. THIS FORM 990 WAS REVIEWED AT A SPECIAL MEETING WHICH INCLUDED THE ORGANIZATIONS'S CHIEF FINANCIAL OFFICER, A BOARD MEMBER OF THE ORGANIZATION, THE SYSTEM'S VICE PRESIDENT OF INTERNAL AUDIT AND THE OUTSIDE PROFESSIONAL CPA FIRM WHICH WAS RETAINED TO PREPARE THE FEDERAL FORM 990. FOLLOWING THIS REVIEW, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THIS CONFLICT OF INTEREST POLICY REQUIRES THAT A CONFLICT OF INTEREST FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES AND KEY EMPLOYEES ANNUALLY. IN A SITUATION IN WHICH 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 WHICH MAY COME BEFORE THE BOARD. AS APPROPRIATE THE COMMITTEE WILL TAKE ACTION TO ADDRESS THE CONFLICT. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION IS AN AFFILIATE WITHIN BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. BARNABAS HEALTH, INC. ("BH") IS THE TAX-EXEMPT PARENT ENTITY OF BARNABAS HEALTH. BH'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 BH'S SENIOR MANAGEMENT. THE 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 HOSPITALS AND MEDICAL CENTERS. THE 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. 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 WHO 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 THE BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE 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 BH SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990, WHERE APPLICABLE, 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'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 AND SCHEDULE J | PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THIS ORGANIZATION IS AN AFFILIATE WITHIN 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 | GERALD L. TOFANI, CPA, FORMER OFFICER OF THIS ORGANIZATION, IS STILL EMPLOYED WITHIN BARNABAS HEALTH AS VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER OUTPATIENT SERVICES. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION FOR PURCHASES OF PROPERTY AND EQUIPMENT - $1,256,865; - NET EQUITY TRANSFER TO INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT AFFILIATES - $1,942,340; AND - NET CHANGE IN TEMPORARILY AND PERMANENTLY RESTRICTED NET ASSETS OF MONMOUTH MEDICAL CENTER FOUNDATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX EXEMPT ORGANIZATION - ($2,016,000). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE WITHIN BARNABAS HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM'S TAX-EXEMPT PARENT ENTITY IS BARNABAS HEALTH, INC. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF BARNABAS HEALTH, INC. AND ALL ENTITIES WITHIN THE SYSTEM FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINED CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE INDEPENDENT CPA FIRM ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE BARNABAS HEALTH, INC. AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THIS ORGANIZATION, AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THIS ORGANIZATION IS AN AFFILIATE WITHIN BARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. |
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