Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
BACHARACH INSTITUTE FOR REHABILITATION
 
% SHAWN RYAN
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
61 W JIMMIE LEEDS ROADPOBOX 723
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POMONA, NJ08240
D Employer identification number

21-0634964
E Telephone number

G Gross receipts $ 59,467,045
F Name and address of principal officer:
RICHARD J KATHRINS PHD
61 WEST JIMMIE LEEDS ROAD
POMONA,NJ082400723
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BACHARACH.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: 1924
M State of legal domicile: NJ
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: RESTORING INDEPENDENCE AND WELL-BEING THROUGH QUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 655
6 Total number of volunteers (estimate if necessary) ............. 6 55
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 201,680 259,251
9 Program service revenue (Part VIII, line 2g) ......... 48,143,526 48,809,901
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 528,084 986,870
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 290,755 248,747
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 49,164,045 50,304,769
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 28,483
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) 39,998,434 40,675,930
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).... 12,226,257 12,368,809
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 52,224,691 53,073,222
19 Revenue less expenses. Subtract line 18 from line 12....... -3,060,646 -2,768,453
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 82,586,310 77,965,568
21 Total liabilities (Part X, line 26)............. 10,167,686 9,742,712
22 Net assets or fund balances. Subtract line 21 from line 20..... 72,418,624 68,222,856
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
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Signature of officer Date
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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 (2018)
Form 990 (2018)
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: RESTORING INDEPENDENCE AND WELL-BEING THROUGH QUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
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 $ 47,768,746 including grants of $ 28,483 ) (Revenue $ 48,809,901 )
EXPENSES INCURRED IN PROVIDING INPATIENT ACUTE-CARE, OUTPATIENT AND SKILLED NURSING HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. DURING 2018, THE ORGANIZATION HAD A TOTAL OF 24,209 PATIENT DAYS; 1,698 INPATIENT AND SKILLED NURSING DISCHARGES; 136,846 OUTPATIENT VISITS AND UTILIZED OVER 442 FULL-TIME EQUIVALENTS TO PROVIDE THESE MEDICALLY NECESSARY SERVICES. FOR ADDITIONAL INFORMATION, PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATIONS COMMUNITY BENEFIT INFORMATION.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet47,768,746
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, 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
Yes
 
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
 
No
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
 
No
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.........
14b
 
No
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 IV.....
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...
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....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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 attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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 "Yes," 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
 
No
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
 
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
112
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
655
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
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
 
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
18
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
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSHAWN RYAN61 WEST JIMMIE LEEDS ROAD PO BOX   POMONA,NJ08240 (609) 748-5490
Form 990 (2018)
Form 990 (2018)
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) PHILIP J PERSKIE ESQ......................................................................
CHAIRMAN - TRUSTEE
1.0
.................
0.0
X   X       0 0 0
(2) ROY GOLDBERG......................................................................
VICE CHAIRMAN - TRUSTEE
1.0
.................
0.0
X   X       30,002 0 0
(3) RONALD G ROSSI......................................................................
SECRETARY - TRUSTEE
1.0
.................
0.0
X   X       0 0 0
(4) PHILIP DIBERARDINO......................................................................
TREASURER - TRUSTEE
1.0
.................
0.0
X   X       0 0 0
(5) TOM BALLANCE......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(6) DAVID BLECKER MD......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(7) DAVID COSKEY......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(8) DIANE S CROSHAW......................................................................
TRUSTEE-COO/VP HUMAN RESOURCES
55.0
.................
0.0
X   X       160,996 0 5,937
(9) MICHAEL FEDORKO......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(10) FRANCIS X FEE......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(11) RICHARD J KATHRINS PHD......................................................................
TRUSTEE - PRESIDENT/CEO
55.0
.................
0.0
X   X       399,357 0 9,782
(12) EDWARD KLINE......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(13) ELLIOT M KRAUS MD......................................................................
TRUSTEE - MED STAFF PRESIDENT
1.0
.................
0.0
X           0 0 0
(14) ROSALIND KRAUSE......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(15) JAMES G LOWE MD......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(16) ROBERT MAIRONE......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
(17) CORNELIUS MCPEAK JR......................................................................
TRUSTEE
1.0
.................
0.0
X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) LAWRENCE J NAAME MD........................................................................
TRUSTEE
1.0
.......................0.0
X           0 0 0
(19) CRAIG J ANMUTH MD........................................................................
MEDICAL DIRECTOR
55.0
.......................0.0
    X       504,069 0 8,783
(20) SHAWN RYAN........................................................................
CHIEF FINANCIAL OFFICER
55.0
.......................0.0
    X       169,395 0 6,661
(21) OLUBOLA SODE........................................................................
CNO/VP PAT SVCS(TERM 10/28/18)
55.0
.......................0.0
    X       135,320 0 36,075
(22) KIMBERLEY CORNELY........................................................................
CNO/VP PAT SVCS (EFF 12/31/18)
55.0
.......................0.0
    X       101,753 0 3,256
(23) BETH HOFFMAN........................................................................
VP REHABILITATION SERVICES
55.0
.......................0.0
      X     164,667 0 37,121
(24) MARIANNE STURR MD........................................................................
PHYSIATRIST
55.0
.......................0.0
        X   268,475 0 21,029
(25) WEI XU MD........................................................................
PHYSIATRIST
55.0
.......................0.0
        X   252,845 0 41,224
(26) ROSS D BERLIN MD........................................................................
PHYSIATRIST
55.0
.......................0.0
        X   210,061 0 38,567
(27) ABRAHAM ALFARO MD........................................................................
PHYSIATRIST
55.0
.......................0.0
        X   205,032 0 29,816
(28) JEFFREY S REES........................................................................
DIRECTOR INFORMATION SYSTEMS
55.0
.......................0.0
        X   164,359 0 22,380
(29) JEANNE D VUKSTA........................................................................
FORMER OFFICER
55.0
.......................0.0
          X 148,409 0 26,456


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,914,740 0 287,087
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet61
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
ATLANTICARE REGIONAL MEDICAL CENTER,
65 WEST JIMMIE LEEDS ROAD
POMONA,NJ08240
PHARMACY/MEDICAL 1,312,937
MEDHOST DIRECT INC,
6550 CARTHERS PARKWAY SUITE 100
FRANKLIN,TN37067
SOFTWARE MAINTENANCE 454,671
HCSC LAUNDRY,
PO BOX 25092
LEHIGH VALLEY,PA18002
LAUNDRY 228,437
CAPALDI REYNOLDS PELOSI PA,
332 TILTON ROAD
NORTHFIELD,NJ08225
ACCOUNTING/AUDIT 104,800
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 183,216
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 76,035
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet 259,251
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 541900 46,704,218 46,704,218    
b OTHER HEALTHCARE RELATED REVENUE 541900 2,105,683 2,105,683    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 48,809,901
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 516,686     516,686
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 3,345 9,629,115
b Less: cost or other basis and sales expenses   9,162,276
c Gain or (loss) 3,345 466,839
d Net gain or (loss).....MediumBullet 470,184     470,184
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a CAFETERIA SALES, VENDING MACHINES 900099 98,364     98,364
b OTHER INCOME 900099 150,383     150,383
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 248,747
12 Total revenue. See Instructions......MediumBullet 50,304,769 48,809,901   1,235,617
Form 990 (2018)
Form 990 (2018)
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 domestic organizations and domestic governments. See Part IV, line 21 28,483 28,483
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,773,175 1,595,858 177,317  
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 29,399,786 26,459,807 2,939,979  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 805,843 725,259 80,584  
9 Other employee benefits ....... 6,319,041 5,687,137 631,904  
10 Payroll taxes ........... 2,378,085 2,140,276 237,809  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 41,192 37,073 4,119  
c Accounting ........... 115,533 103,980 11,553  
d Lobbying ........... 20,793 18,714 2,079  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 65,337 58,802 6,535  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,037,591 2,733,832 303,759  
12 Advertising and promotion .... 171,268 154,141 17,127  
13 Office expenses ....... 990,709 891,638 99,071  
14 Information technology ...... 526,838 474,154 52,684  
15 Royalties .. 0      
16 Occupancy ........... 1,847,643 1,662,879 184,764  
17 Travel ............ 101,971 91,774 10,197  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 116,946 105,251 11,695  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 1,671,359 1,504,223 167,136  
23 Insurance ... 635,786 572,207 63,579  
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 MEDICAL SUPPLIES 2,325,397 2,092,857 232,540  
b PROVISION FOR BAD DEBTS 464,000 417,600 46,400  
c REPAIRS & MAINTENANCE 151,590 136,431 15,159  
d DUES & SUBSCRIPTIONS 43,450 39,105 4,345  
e All other expenses 41,406 37,265 4,141  
25 Total functional expenses. Add lines 1 through 24e 53,073,222 47,768,746 5,304,476 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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 7,150 1 7,150
2 Savings and temporary cash investments ......... 4,024,455 2 4,534,043
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 6,235,851 4 6,222,403
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 .... 0 7 0
8 Inventories for sale or use ........ 238,700 8 272,510
9 Prepaid expenses and deferred charges ...... 721,423 9 834,813
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 43,771,614
b Less: accumulated depreciation 10b 32,032,009 12,493,336 10c 11,739,605
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 .. 57,078,935 13 52,669,777
14 Intangible assets ............... 630,415 14 630,415
15 Other assets. See Part IV, line 11 ........... 1,156,045 15 1,054,852
16 Total assets. Add lines 1 through 15 (must equal line 34)... 82,586,310 16 77,965,568
Liabilities 17 Accounts payable and accrued expenses ..... 5,153,676 17 5,120,143
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 4,303,942 20 3,967,369
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 0
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 710,068 25 655,200
26 Total liabilities. Add lines 17 through 25.. 10,167,686 26 9,742,712
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 67,441,078 27 63,722,563
28 Temporarily restricted net assets ........... 1,228,987 28 1,133,342
29 Permanently restricted net assets 3,748,559 29 3,366,951
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 ........... 72,418,624 33 68,222,856
34 Total liabilities and net assets/fund balances ........ 82,586,310 34 77,965,568
Form 990 (2018)
Form 990 (2018)
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
50,304,769
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
53,073,222
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,768,453
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
72,418,624
5
Net unrealized gains (losses) on investments ...............
5
-1,114,128
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
-313,187
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
68,222,856
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
 
No
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
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (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)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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  
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 section 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
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.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 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-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number
21-0634964
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


(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (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) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on 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? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
8,519
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
12,274
j
Total. Add lines 1c through 1i ....................................................................................................
20,793
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B; LINES 1G & 1I THE ORGANIZATION IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION, AMERICAN HOSPITAL ASSOCIATION, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EFFORTS PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $8,519 IN 2018. IN ADDITION, THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS PRESIDENT/CHIEF EXECUTIVE OFFICER TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $12,274 IN 2018.
Schedule C (Form 990 or 990EZ) 2018


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," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2018

Schedule D (Form 990) 2018
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 3,748,559 3,436,131 3,455,308 3,751,821 3,672,677
b Contributions ...          
c Net investment earnings, gains, and losses -381,608 312,428 -19,177 -296,513 79,144
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 3,366,951 3,748,559 3,436,131 3,455,308 3,751,821
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 Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on 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)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 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" on 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 .....      
b Buildings ....   21,185,878 14,341,000 6,844,878
c Leasehold improvements   4,550,090 3,207,676 1,342,414
d Equipment ....   17,260,312 14,086,109 3,174,203
e Other .....   775,334 397,224 378,110
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 11,739,605
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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)LIMITED USE 103,675 F
(2)LIMITED USE 93,500 F
(3)FUNDS; LIMITED USE 1,469,180 F
(4)SHORT TERM INVESTMENTS 240,815 F
(5)STOCKS & EXCHANGE TRADED FUNDS 6,252,387 F
(6)FIXED INCOME FUNDS 1,499,631 F
(7)GOVERNMENT BONDS 2,198,254 F
(8)CERTIFICATE OF DEPOSIT 1,675,831 F
(9)TAX-EXEMPT ORGANIZATION 36,302,763 F
(10)CHARITABLE TRUSTS 2,833,741 F
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 52,669,777
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DUE TO CONTRACTING AGENCIES 655,200
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 655,200
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 50,122,479
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) 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 50,122,479
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 65,337
b Other (Describe in Part XIII.) ........... 4b 116,953
c Add lines 4a and 4b.................... 4c 182,290
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 50,304,769
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 53,007,885
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 53,007,885
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 65,337
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 65,337
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 53,073,222
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 V ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2018 AND DECEMBER 31, 2017; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2018 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S BENFICIAL INTEREST IN CHARITABLE TRUSTS: BENEFICIAL INTEREST IN CHARITABLE TRUSTS ---------------------------------------- THE HOSPITAL MEASURES ITS BENEFICIAL INTEREST IN CHARITABLE TRUSTS BY USING THE FAIR VALUE OF THE ASSETS CONTRIBUTED TO THE TRUSTS. THE FAIR VALUE AS OF DECEMBER 31, 2018 AND 2017 WAS $2,833,741 AND $3,215,349, RESPECTIVELY. THE CHANGE IN VALUES OF THE BENEFICIAL INTEREST IN CHARITABLE TRUSTS WAS ($381,608) AND $312,428 FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, RESPECTIVELY.
SCHEDULE D, PART X, LINE 2 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2018 AND DECEMBER 31, 2017; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2018 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): MANAGEMENT HAS EVALUATED UNCERTAIN TAX POSITIONS TAKEN BY THE HOSPITAL. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITY. THE HOSPITAL HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON SCHEDULE D, PART XI, LINE 1 INCLUDE THE FOLLOWING: - DONOR RESTRICTED INVESTMENT INCOME - $28,322; - DONOR RESTRICTED CONTRIBUTIONS - $48,983; AND - DONOR RESTRICTED NET REALIZED LOSSES ON INVESTMENTS - $39,648.
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    2,390   2,390 0 %
b Medicaid (from Worksheet 3, column a) . . . . .     399,686 398,109 1,577  
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     402,076 398,109 3,967 0 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     526,931   526,931 1.000 %
f Health professions education (from Worksheet 5) . . .     1,573,322   1,573,322 2.990 %
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     28,483   28,483 0.050 %
j Total. Other Benefits . .     2,128,736   2,128,736 4.040 %
k Total. Add lines 7d and 7j .     2,530,812 398,109 2,132,703 4.040 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
464,000
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
16,240
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
22,943,159
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
20,899,677
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
2,043,482
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 BACHARACH INSTITUTE FOR REHAB
61 JIMMIE LEEDS ROAD PO BOX 723
POMONA,NJ082400723
WWW.BACHARACH.ORG
20125
X                 1
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 16
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.BACHARACH.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.BACHARACH.ORG
b
WWW.BACHARACH.ORG
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21   No
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SCHEDULE H, PART V, SECTION B, QUESTION 3I THE ORGANIZATION'S 2013 COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") INCLUDED THE FOLLOWING FOUR IDENTIFIED COMMUNITY HEALTH NEEDS: (1) ACCESS TO CARE - DOCTORS OFFICES, OTHER HEALTH SETTINGS, HEALTHY FOOD SETTINGS, RECREATION SETTINGS; (2) HEALTH ENGAGEMENT - RELATIONSHIPS WITH HEALTHCARE PROVIDER, FEEDBACK FROM COACHES, ENCOURAGEMENT; (3) HEALTH-SEEKING BEHAVIORS - ACCESS TO SCREENINGS, FLU-SHOTS, HEALTHY FOOD, PLACES TO EXERCISE; AND (4) HEALTH PRIORITIES - HEART DISEASE, AFFORDABLE HEALTHCARE, CANCER, HEALTH EDUCATION, STROKE. AS A RESULT OF THESE HEALTH NEEDS, THE ORGANIZATION DEVELOPED STRATEGIC INITATIVES WHICH INCLUDED THE FOLLOWING: - PROVIDE FREE TRANSPORTATION TO OUTPATIENT THERAPIES WITHIN A 20 MILE RADIUS FOR PATIENTS WITHOUT OTHER TRANSPORTATION OPTIONS; - WORK WITH TRANSATLANTIC PARTNERS TO IDENTIFY EFFICIENCIES AND ELIMINATE DUPLICATION OF SERVICES; - WRITE GRANTS AND SEEK FUNDING FOR VEHICLES WHENEVER POSSIBLE TO KEEP THE PROGRAM VIABLE; - PRIORITIZE TRANSPORTATION FOR LOW-INCOME, DISABLED AND ELDERLY PATIENTS; - EDUCATE STAKEHOLDERS SUCH AS PRIMARY CARE PHYSICIANS, NURSE PRACTITIONERS AND CASE MANAGERS; AND - COLLABORATE WITH COMMUNITY PARTNERS. ACCORDINGLY, THE IMPACT OF ACTIONS TAKEN BY THE ORGANIZATION TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE ORGANIZATION'S PRIOR CHNA OUTLINED BELOW IS ALSO INCLUDED IN THE ORGANIZATION'S 2016 IMPLEMENTATION STRATEGY. "BACHARACH INSTITUTE FOR REHABILITATION HAS BEEN IN THE BUSINESS OF RESTORING INDEPENDENCE AND WELL-BEING SINCE 1924. IT HAS ALSO BEEN A PROVIDER OF ONGOING COMMUNITY BENEFIT SERVICES AND PROGRAMS INCLUDING HEALTH EDUCATION AT SEMINARS, SCREENINGS AND HEALTH FAIRS AND BY OFFERING A WIDE VARIETY OF SUPPORT GROUPS FOR CARDIAC, STROKE, AMPUTATION, SPINAL CORD INJURY AND ARTHRITIS AMONG OTHERS. IN EARLY 2015, THE MEMBERS OF BACHARACHS SPINAL CORD GROUP EXPRESSED A DESIRE FOR AN EVENT THAT WOULD BRING TOGETHER VENDORS WITH PRODUCTS AND SERVICES OF INTEREST TO THEM. THEY BEMOANED THE FACT THAT THERE ARE ANNUAL TRADE SHOWS FOR PERSONS WITH PHYSICAL CHALLENGES BUT THAT THEY ARE FAR AWAY AND THAT TRAVEL FOR A PERSON WITH A SPINAL CORD INJURY CAN BE ARDUOUS. THEIR GROUP COORDINATOR ASKED FOR SOME HELP IN PUTTING TOGETHER A SMALL PROGRAM, BUT THE NEED FOR AN ACCESSIBLE EVENT FOR PERSONS WITH PHYSICAL CHALLENGES IN SOUTH JERSEY WAS CLEAR. OUT OF THIS DISCUSSION THE CONCEPT OF AN ABILITY FAIR WAS BORN. IN SEPTEMBER OF 2015, BACHARACH HELD ITS INAUGURAL ABILITY FAIR, WITH 60 VENDORS AND NEARLY 500 ATTENDEES AT STOCKTON UNIVERSITY. THE EVENT FEATURED NON-PROFIT ORGANIZATIONS SUCH AS THE BRAIN INJURY ASSOCIATION OF NEW JERSEY, FACES FOR AUTISM AND DISABILITY RIGHT NEW JERSEY. THE ABILITY FAIR INCLUDED A LAW FIRM SPECIALIZING IN LONG TERM CARE PLANNING. AS WELL AS VENDORS OF WHEEL CHAIR PRODUCTS, AND CATHETERS AND HOME MODIFICATION SERVICES, ACCESSIBLE VEHICLE MANUFACTURERS, CAREGIVER AND HOME HEALTH AGENCIES, A CREDIT UNION, AN INSURANCE COMPANY AND THERAPY DOGS. THE ABILITY FAIR WAS SO SUCCESSFUL IN MEETING A NEED FOR THE PHYSICALLY CHALLENGED COMMUNITY IN SOUTH JERSEY THAT SUBSEQUENT ABILITY FAIRS WERE HELD IN JULY OF 2016 2017 AND 2018. HOLDING THE ANNUAL ABILITY FAIR IS A WAY TO SHOWCASE THE MANY PROGRAMS AND SERVICES AVAILABLE TO THE RESIDENTS OF SOUTH JERSEY, BOTH ITS PHYSICALLY CHALLENGED CITIZENS AND ITS SENIORS. THE FAIR GATHERS A BROAD SPECTRUM OF LIFESTYLE SOLUTIONS UNDER ONE ROOF AT ONE TIME, OFFERING A WEALTH OF INFORMATION, SERVICE AND ADVOCACY, AND OPENING DOORS TO PEOPLE WHO FEEL THEY HAVE BEEN MARGINALIZED. BACHARACH IS COMMITTED TO MEETING THE HEALTH AND WELLNESS NEEDS OF THE PHYSICALLY CHALLENGED POPULATION OF SOUTHERN NEW JERSEY. ANOTHER CRITICAL COMMUNITY BENEFIT PROGRAM BACHARACH OFFERS IS A FREE PATIENT TRANSPORTATION PROGRAM WHICH FILLS GAPS IN SERVICE PROVIDED BY PUBLIC TRANSPORTATION PROGRAMS. BACHARACH HAS BEEN PROVIDING TRANSPORTATION TO OUTPATIENT SERVICES SINCE 1988. PATIENTS SEEKING SERVICES AT BACHARACH ARE LIKELY TO BE ELDERLY, LOW-INCOME, DISABLED, OR SOME COMBINATION OF ALL THREE. FOR MANY, THE MOST DAUNTING PART OF THE THERAPY PROCESS IS FIGURING OUT HOW TO GET THERE. WHILE ATLANTIC COUNTY HAS A ROBUST AND THRIVING TRANSPORTATION PROGRAM, FUNDING FOR IT DROPS EACH YEAR, AND IT BECOMES HARDER AND HARDER TO MEET THE COMMUNITY DEMAND. BACHARACHS SMALL AND NIMBLE FLEET IS ABLE TO STEP IN AND FILL THE GAPS IN SERVICE THAT WOULD OTHERWISE LEAVE PATIENTS AT HOME WITHOUT TRANSPORTATION TO NECESSARY MEDICAL REHABILITATION SERVICES. BACHARACH HAS COLLABORATED WITH ATLANTIC COUNTY, ATLANTIC CITY, CARING, INC., ACCESS LINK AND NEW JERSEY TRANSIT ON A PROGRAM CALLED TRANS ATLANTIC. THE PARTNERSHIP WAS BORN OUT OF FRUSTRATION THAT ALL OF THE PARTICIPANTS WERE INEFFICIENTLY TRANSPORTING ATLANTIC COUNTY RIDERS, AND THAT IN MANY CASES WERE TRANSPORTING THE SAME RIDERS. WE NOTED THAT WE SHARE MANY OF THE SAME DESTINATIONS SUCH AS HOSPITALS AND MEDICAL COMPLEXES AND ALSO DETERMINED THAT THERE MUST BE A BETTER WAY TO SHARE SERVICES AND CREATE EFFICIENCIES. THE TRANSPORTATION COLLABORATIVE HAS LED TO GRANT FUNDING THROUGH NEW JERSEY 5310 WHICH WILL SUPPLY VEHICLES TO BACHARACHS TRANSPORTATION PROGRAM. ULTIMATELY, THE VEHICLES WILL HELP TO REIGN IN THE COST OF PROVIDING THE TRANSPORTATION PROGRAM. IT HAS ALSO LED TO DISCUSSIONS ABOUT CREATING A CENTRAL DISPATCH FOR ALL STAKEHOLDERS, AND BECOMING MORE INCLUSIVE OF RIDERS WHO DO NOT SEEK OUR SERVICES. WHILE A CENTRAL DISPATCH SYSTEM HAS YET TO BE IMPLEMENTED, WE ARE REDUCING OVERLAP AND LEARNING TO CHOOSE THE MOST EFFICIENT VEHICLES. IN 2018, BACHARACH PROVIDED 16,436 ONE WAY TRIPS TO PATIENTS ATTENDING MEDICAL REHABILITATION APPOINTMENTS AT OUR MAIN CAMPUS AND SEVERAL OTHER STRATEGIC LOCATIONS INCLUDING MANAHAWKIN, SOMERS POINT, MAYS LANDING AND NORTH CAPE MAY." ADDITIONALLY, AS NOTED WITHIN BOTH THE CURRENT AND PRIOR IMPLEMENTATION STRATEGIES, BACHARACH WORKS WITH VARIOUS COMMUNITY PARTNERS AND OTHER ACUTE CARE HOSPITAL FACILITIES NEARBY TO HELP ADDRESS HEALTH NEEDS IDENTIFIED IN THE ORGANIZATION'S CHNA.
SCHEDULE H, PART V, SECTION B, QUESTION 5 IN ITS MOST RECENTLY CONDUCTED CHNA THE ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED BY THE HOSPITAL FACILITY. IN AN EFFORT TO RECEIVE INPUT BY THE MEMBERS OF THEIR PRIMARY SERVICE AREA, THE ORGANIZATION DISTRIBUTED A SURVEY IN JULY OF 2016, TO PARTICIPANTS ON ITS EMAIL LIST. THE GOAL OF THE SURVEY WAS TO MEASURE THE PREVALENCE OF DISABILITY IN THE COMMUNITY AND OF THE PERCEIVED BARRIERS TO CARE FOR SUCH INDIVIDUALS. ADDITIONALLY, THE ORGANIZATION USED A FOCUS GROUP TO GATHER COMMUNITY BASED INFORMATION ABOUT BARRIERS TO HEALTHCARE AND WELLNESS. BACHARACH PATIENTS WERE INVITED TO PARTICIPATE IN A CONFIDENTIAL FOCUS GROUP, LED BY MARIA RAMUNDO, PH.D., A STAFF PSYCHOLOGIST. NONE OF THE MEMBERS OF THE FOCUS GROUP WERE PATIENTS OF DR. RAMUNDO. PARTICIPANTS WERE INFORMED THAT THE ORGANIZATION WOULD POSE A SERIES OF QUESTIONS ABOUT ACCESS TO COMMUNITY PROGRAMS AND SERVICES, AS WELL AS, HELP IN LIVING INDEPENDENTLY. THE FOCUS GROUP WAS COMPRISED OF EIGHT PRESENT OR FORMER BACHARACH PATIENTS. THE TRANSCRIPT OF THE FOCUS GROUP WAS ANALYZED TO IDENTIFY COMMON THEMES REGARDING HEALTHCARE BARRIERS IN GENERAL AND REHABILITATION BARRIERS IN PARTICULAR. THE ORGANIZATION ALSO CREATED A CHNA COMMITTEE WHICH INCLUDED VARIOUS COMMUNITY STAKEHOLDERS. THIS ORGANIZATIONS CHNA COMMITTEE CONSULTED WITH REPRESENTATIVES FROM ATLANTICARE REGIONAL MEDICAL CENTER EARLY IN THE CHNA PROCESS. ADDITIONALLY, BACHARACH SEEKED INPUT FROM THE ATLANTIC COUNTY GOVERNMENT, INCLUDING THE TRANSPORTATION DEPARTMENT AND THE DIVISION OF PUBLIC HEALTH. STOCKTON UNIVERSITY OFFICIALS, PARTICULARLY THE WELLNESS OFFICE AND THE COORDINATOR OF SERVICES FOR STUDENTS WITH DISABILITIES WERE ESPECIALLY HELPFUL IN PRODUCING THE ABILITY FAIRS AND THE CHNA COMMITTEE UTILIZED THE CHNAS OF SHORE MEDICAL CENTER AND ATLANTICARE, AS THEY ARE THE TWO LEADING REFERRING HOSPITALS IN THE COUNTY.
SCHEDULE H, PART V, SECTION B, QUESTION 6B THE ORGANIZATIONS MOST RECENT CHNA WAS CONDUCTED SOLELY BY BACHARACH INSTITUTE FOR REHABILIAITON. HOWEVER, WITHIN THE 561 SQUARE MILES OF ATLANTIC COUNTY ARE MANY ORGANIZATIONS THAT WORK CLOSELY WITH THE ORGANIZATION, IN ONE FASHION OR ANOTHER, TO HELP IDENTIFY AND ADDRESS THE HEALTH NEEDS OF ITS COMMUNITY. THE ORGANIZATIONS COMMUNITY PARTNERS INCLUDE THE FOLLOWING: - ATLANTIC CAPE COMMUNITY COLLEGE; - ATLANTICARE REGIONAL MEDICAL CENTER; - ATLANTIC COUNTY DIVISION OF PUBLIC HEALTH; - ATLANTIC COUNTY GOVERNMENT INTERGENERATIONAL SERVICES; - ATLANTIC COUNTY TRANSPORTATION; - GALLOWAY TOWNSHIP; - SHORE MEDICAL CENTER; - STOCKTON UNIVERSITY; AND - STOCKTON CENTER ON SUCCESSFUL AGING.
SCHEDULE H, PART V, SECTION B, QUESTION 7A DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE ORGANIZATION'S HOME PAGE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: www.bacharach.org/wp-Content/uploads/2017/02/2016CHNAandStrategy.pdf
SCHEDULE H, PART V, SECTION B, QUESTION 7D IN ADDITION TO BEING MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE, THE ORGANIZATION'S CHNA WAS DISTRIBUTED IN WAITING AREAS AT THE HOSPITAL FACILITY AND AT VARIOUS COMMUNITY HEALTH EVENTS AND MEETINGS.
SCHEDULE H, PART V, SECTION B, QUESTION 10A DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10A, IS THE ORGANIZATION'S HOME PAGE. THE ORGANIZATION'S IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: www.bacharach.org/wp-Content/uploads/2017/02/2016CHNAandStrategy.pdf
SCHEDULE H, PART V, SECTION B, QUESTION 11 USING BOTH PRIMARY AND SECONDARY DATA RESOURCES, CONDUCTING ONLINE SURVEYS AND INITIATING A FOCUS GROUP, THEMES BEGAN TO EMERGE REGARDING THE NEEDS OF ATLANTIC COUNTY RESIDENTS TRYING TO RETURN TO INDEPENDENT LIVING IN THE COMMUNITY AFTER REHABILITATION. THE FOCUS GROUP DISCUSSION CENTERED ON THE NEEDS OF PERSONS FACING PHYSICAL CHALLENGES. THOSE WITH TEMPORARY DISABILITIES, THEY HOPED TO OVERCOME THROUGH PHYSICAL REHABILITATION, AND THOSE WITH PERMANENT DISABILITIES. THERE WAS GREAT CONCERN THAT PERSONS WITH DISABILITIES LACK INFORMATION ABOUT SERVICES AVAILABLE TO THEM IN THE COMMUNITY. STRATEGIC INITIATIVES --------------------- AS A RESULT OF THE ORGANIZATIONS CHNA THE FOLLOWING STRATEGIC INITIATIVES WERE DEVELOPED. IN AN EFFORT TO ENSURE THAT NO PATIENT IS DENIED MEDICAL REHABILITATION SERVICES DUE TO A LACK OF TRANSPORTATION. THE ORGANIZATION PLANS TO: - PROVIDE FREE TRANSPORTATION TO OUTPATIENT THERAPIES WITHIN A 20 MILE RADIUS FOR PATIENTS WITHOUT OTHER TRANSPORTATION OPTIONS; - WORK WITH TRANSATLANTIC PARTNERS TO IDENTIFY EFFICIENCIES AND ELIMINATE DUPLICATION OF SERVICES; - WRITE GRANTS AND SEEK FUNDING FOR VEHICLES WHENEVER POSSIBLE TO KEEP THE PROGRAM VIABLE; - PRIORITIZE TRANSPORTATION FOR LOW-INCOME, DISABLED AND ELDERLY PATIENTS; - EDUCATE STAKEHOLDERS SUCH AS PRIMARY CARE PHYSICIANS, NURSE PRACTITIONERS AND CASE MANAGERS; AND - COLLABORATE WITH COMMUNITY PARTNERS. OTHER COMMUNITY NEEDS ADDRESSED BY HOSPITAL PROGRAMS ---------------------------------------------------- BACHARACH OFFERS A WIDE VARIETY OF COMMUNITY BENEFIT PROGRAMS OTHER THAN THOSE LISTED IN THE INITIATIVES ABOVE. BACHARACH SUPPORTS CONTINUING EDUCATION FOR ITS EMPLOYEES AND ALSO PROMOTES IN-HOUSE EDUCATION FOR STAFF IN THE FORM OF PHYSICIAN LECTURES AND GUEST SPEAKERS CONVERSANT WITH NEW TECHNOLOGIES IN THERAPY PRODUCTS AND APPLICATIONS. TO THE COMMUNITY, THE ORGANIZATION OFFERS HEARING SCREENINGS, TALKS ON BALANCE PROBLEMS AND FALL PREVENTION AND A NEWSLETTER WITH INFORMATION ABOUT OUR CLINICIANS, OUR PROGRAMS AND OUR SERVICES. BACHARACH PROVIDES MEETING SPACE TO MANY GROUPS SUCH AS ALCOHOLICS ANONYMOUS, OVEREATERS ANONYMOUS, A PAIN SUPPORT GROUP, A BRAIN INJURY SUPPORT GROUP, A SPINAL CORD INJURY SUPPORT GROUP AND AN AMPUTEE SUPPORT GROUP. THE ORGANIZATION ALSO OFFER SPEAKERS AND EDUCATION ON HEARING LOSS AND HEARING INSTRUMENTS. BACHARACH STAFF EXPERTS APPEAR ON TELEVISION AND RADIO TO SHARE INFORMATION ABOUT SERVICES AND PROGRAMS, AS WELL AS, TO DISCUSS PREVENTION AND MAKING HEALTHY AND SAFE CHOICES. BACHARACH PLANS TO COLLABORATE WITH THE FOLLOWING ORGANIZATIONS IN ORDER TO IDENTIFY THE HEALTH NEEDS OF THE COMMUNITY: - ATLANTIC COUNTY TRANSPORTATION, AND TRANSATLANTIC; - ATLANTICARE HEALTH SYSTEM; - JEWISH FAMILY SERVICE; - SOUTHERN REGIONAL EMERGENCY PREPAREDNESS CONSORTIUM; - TD BANK CHARITABLE FOUNDATION; - SOUTH JERSEY INDUSTRIES SOCIAL INVESTMENT PROGRAM; - WALMART FOUNDATION; AND - RUTH NEWMAN SHAPIRO HEART AND CANCER FUND. ANTICIPATED IMPACTS ON HEALTH NEEDS ----------------------------------- (1) PROVIDING FREE TRANSPORTATION REDUCES APPOINTMENT CANCELLATION RATE, ENSURES ACCESS TO CARE, IMPROVES PATIENT OUTCOMES. (2) COMMUNITY EDUCATION PROMOTES HEALTHY BEHAVIORS AND INFORMED DECISIONS. (3) CONTINUING EDUCATION OF STAFF ENSURES HIGHEST LEVEL OF SKILL IN ALL CARE PROVIDERS, LEADING TO OPTIMAL OUTCOMES AND FUNCTIONAL CAPABILITY. (4) SUPPORT GROUPS PROMOTE SELF-ESTEEM AND INDEPENDENCE, OFFER COPING SKILLS AND STRATEGIES; OFFER ACCESS TO OUTSIDE SERVICES AND PROGRAMS. (5) SEAMLESS ACCESS TO CARE REDUCES COST OF CARE AS PATIENTS RECOVER. NEEDS BEYOND THE HOSPITALS MISSION OR SERVICE PROGRAMS ------------------------------------------------------- ATLANTIC COUNTY HAS A LARGE AND VARIED POPULATION WITH A VARIETY OF NEEDS. MANY OF THE PROACTIVE PROGRAMS AND SERVICES THAT WOULD BE OF BENEFIT TO THIS POPULATION ARE ALREADY IN PLACE OR UNDER CONSIDERATION BY THE TWO ACUTE CARE HOSPITAL SYSTEMS IN THE COUNTY, ATLANTICARE AND SHORE MEDICAL CENTER. BOTH OFFER A MYRIAD OF SCREENINGS, SUPPORT GROUPS AND HEALTH EDUCATION CLASSES INCLUDING BLOOD PRESSURE SCREENINGS, CHILDBIRTH AND PARENTING CLASSES, WELLNESS CLASSES, SMOKING CESSATION, PHYSICIAN PRESENTATIONS, WEIGHT-LOSS CLINICS, JOINT REPLACEMENT PREPARATION, AND SO ON. THEY ARE LARGE COMMUNITY HOSPITALS WITH AMPLE RESOURCES AND ARE COMMITTED TO DISEASE PREVENTION AND EDUCATION IN OUR COUNTY.
SCHEDULE H, PART V, SECTION B, QUESTION 13H THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES.
SCHEDULE H, PART V, SECTION B, QUESTION 16 DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE ORGANIZATION'S HOME PAGE. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATIONS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN ITS WEBSITE: www.bacharach.org/wp-content/uploads/2017/08/FAP_8.30.17.pdf
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?21
Name and address Type of Facility (describe)
1 BIR - MAYS LANDING
5429 MAYS LANDING ROAD
MAYS LANDING,NJ08330
OUTPATIENT REHAB FACILITY
2 BIR - ATLANTIC CITY
1401 ATLANTIC AVENUE
ATLANTIC CITY,NJ08401
OUTPATIENT REHAB FACILITY
3 BIR - AUDIOLOGY
436 CHRIS GAUPP DRIVE SUITE 103
GALLOWAY,NJ08205
OUTPATIENT REHAB FACILITY
4 BIR - NORTH CAPE MAY
3860 BAYSHORE ROAD UNIT F
NORTH CAPE MAY,NJ08204
OUTPATIENT REHAB FACILITY
5 BIR - SLEEP CENTER
54 JIMMIE LEEDS ROAD SUITES 1 2
POMONA,NJ08240
SLEEP CENTER/LICENSED AMBULATORY CARE FACILITY
6 BIR - SOMERS POINT AUDIO
647 SHORE ROAD
SOMERS POINT,NJ08244
OUTPATIENT REHAB FACILITY
7 BIR - MARMORA
4 WEST ROOSEVELT BOULEVARD UNIT 9
MARMORA,NJ08223
OUTPATIENT REHAB FACILITY
8 BIR - GALLOWAY
323 SOUTH PITNEY ROAD
GALLOWAY,NJ08205
OUTPATIENT REHAB FACILITY
9 BIR - CAPE MAY COURT HOUSE
601 ROUTE 9 SOUTH
CAPE MAY COURT HOUSE,NJ08204
OUTPATIENT REHAB FACILITY
10 BIR - VINELAND
3600 EAST LANDIS AVENUE UNIT 14
VINELAND,NJ08361
OUTPATIENT REHAB FACILITY
11 BIR - TUCKERTON
345 EAST MAIN STREET SUITE 200
TUCKERTON,NJ08087
OUTPATIENT REHAB FACILITY
12 BIR - SOMERS POINT
501 BAY AVENUE SUITE 101
SOMERS POINT,NJ08244
OUTPATIENT REHAB FACILITY
13 BIR - OCEAN CITY NORTH
1555 HAVEN AVENUE
OCEAN CITY,NJ08226
OUTPATIENT REHAB FACILITY
14 BIR - HAMMONTON
373 SOUTH WHITE HORSE PIKE
HAMMONTON,NJ08037
OUTPATIENT REHAB FACILITY
15 BIR - MARGATE
501 NORTH JEROME AVENUE
MARGATE,NJ08402
OUTPATIENT REHAB FACILITY
16 BIR - BRIGANTINE
3201 BRIGANTINE AVENUE
BRIGANTINE,NJ08203
OUTPATIENT REHAB FACILITY
17 BIR - EGG HARBOR TWP - TILTON
3022 HINGSTON AVENUE
EGG HARBOR TOWNSHIP,NJ08234
OUTPATIENT REHAB FACILITY
18 BIR - CENTRAL SQUARE - LINWOOD
199 ROUTE 9 CENTRAL SQUARE OFFICE
LINWOOD,NJ08221
OUTPATIENT REHAB FACILITY
19 BIR - MANAHAWKIN
691 MILL CREEK ROAD SUITE 12
MANAHAWKIN,NJ08050
OUTPATIENT REHAB FACILITY
20 BIR - HAMMONTON SLEEP CENTER
600 SOUTH WHITE HORSE PIKE
HAMMONTON,NJ08037
SLEEP CENTER/LICENSED AMBULATORY CARE FACILITY
21 BIR - MARLTON
63 EAST ROUTE 70
MARLTON,NJ08053
OUTPATIENT REHAB FACILITY
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 3C BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") PROVIDES UNCOMPENSATED CARE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. FINANCIAL ASSISTANCE IS AWARDED ON A FIRST REQUEST, FIRST SERVED BASIS TO ELIGIBLE PATIENTS UNTIL BACHARACH'S ANNUAL COMPLIANCE LEVEL IS MET. THE ANNUAL COMPLIANCE LEVEL IS DETERMINED YEARLY. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE ADMINISTRATIVE CHARITY FUND IF THEY MEET THE FOLLOWING CRITERIA: 1. HEALTHCARE SERVICES CRITERIA; 2. RESIDENCY CRITERIA; AND 3. INCOME CRITERIA. HEALTHCARE SERVICES CRITERIA: THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES. RESIDENCY CRITERIA: IN ORDER TO BE ELIGIBLE PATIENTS MUST BE ATLANTIC OR CAPE MAY COUNTY (NEW JERSEY) RESIDENTS, UNDOCUMENTED ALIENS, OR MIGRANTS LIVING IN NEW JERSEY WHILE RECEIVING CARE. INCOME CRITERIA: PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 100% OF FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% ADMINISTRATIVE CHARITY FUND ASSISTANCE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 100% BUT LESS THAN 200% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE. ADDITIONALLY, BACHARACH ADHERES TO THE RULES SET FORTH IN PUBLIC LAW 2008, CHAPTER 60, NEW JERSEY UNINSURED DISCOUNT, WHEREIN ALL UNINSURED PATIENTS WITH FAMILY GROSS INCOME LESS THAN 500% OF FPG WILL BE ELIGIBLE FOR DISCOUNTED CARE UNDER THIS PROGRAM. UNDER THIS PROGRAM AN ELIGIBLE PATIENT WILL BE CHARGED AN AMOUNT NO GREATER THAN 115% OF THE APPLICABLE PAYMENT RATE UNDER THE FEDERAL MEDICARE PROGRAM FOR THE HEALTHCARE SERVICES RENDERED. PURSUANT TO INTERNAL REVENUE CODE 501(R)(5), IN THE CASE OF MEDICALLY NECESSARY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL NOT BE CHARGED MORE THAN AN INDIVIDUAL WHO HAS INSURANCE COVERING SUCH CARE. ALL PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY MAY BE ELIGIBLE FOR THIS DISCOUNT. THIS INCLUDES ALL UNINSURED PATIENTS AND UNDERINSURED PATIENTS WHOSE FAMILY GROSS INCOME IS GREATER THAN 100% BUT LESS THAN 200% OF FPG. THE ORGANIZATION HAS ADOPTED THE LOOK-BACK METHOD TO CALCULATE ITS AMOUNTS GENERALLY BILLED ("AGB") PERCENTAGE. THIS AGB PERCENTAGE IS CALCULATED ANNUALLY BASED ON ALL CLAIMS ALLOWED BY MEDICARE-FEE-FOR-SERVICE + PRIVATE HEALTH INSURERS OVER A 12 MONTH PERIOD, DIVIDED BY THE GROSS CHARGES ASSOCIATED WITH THESE CLAIMS. THE APPLICABLE AGB % WILL BE APPLIED TO GROSS CHARGES TO DETERMINE THE AGB. ADDITIONAL INFORMATION PERTAINING TO THE AGB PERCENTAGE AND HOW THAT PERCENTAGE WAS CALCULATED IS AVAILABLE UPON REQUEST AND FREE OF CHARGE. ANY INDIVIDUAL DETERMINED TO BE FAP-ELIGIBLE WILL NOT BE CHARGED MORE THAN AGB FOR MEDICALLY NECESSARY HEALTHCARE SERVICES PURSUANT TO INTERNAL REVENUE CODE 501(R)(5). IN ADDITION, ANY FAP-ELIGIBLE INDIVIDUAL WILL ALWAYS BE CHARGED THE LESSER OF AGB OR ANY DISCOUNTED RATE AVAILABLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART I; QUESTION 6A NOT APPLICABLE.
SCHEDULE H, PART I; QUESTION 7 THE ORGANIZATION UTILIZED WORKSHEET 2 TO CALCULATE THE COST TO CHARGE RATIO.
SCHEDULE H, PART I, QUESTION 7, COLUMN F THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $464,000.
SCHEDULE H, PART III, SECTION A; QUESTION 1 HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NUMBER 15 ("STATEMENT 15") PROVIDES GUIDELINES FOR DISTINGUISHING CHARITY CARE FROM BAD DEBT EXPENSE. STATEMENT 15 REQUIRES THAT CHARITY CARE IS NOT RECOGNIZED AS RECEIVABLE OR REVENUE IN THE FINANCIAL STATEMENTS. STATEMENT 15 FURTHER EXPLAINS THAT SELF-PAY PATIENTS THAT DO HAVE A REASONABLE LIKELIHOOD OF PAYMENT SHOULD BE REPORTED AS CHARITY CARE AND NOT BAD DEBT EXPENSE. THE HOSPITAL GENERALLY FOLLOWS THE GUIDELINES OUTLINED IN STATEMENT 15. IN CERTAIN INSTANCES, IT IS UNLIKELY THAT UNINSURED PATIENTS WILL PAY FOR THE SERVICES RENDERED, BUT THEY DO NOT QUALIFY FOR FINANCIAL ASSISTANCE DUE TO LACK OF PATIENT COOPERATION OR OTHER REASONS. THE HOSPITAL PURSUES COLLECTION OF THESE AMOUNTS AND UNPAID BALANCES ARE REPORTED AS BAD DEBT EXPENSE. UNDER STATEMENT 15, THESE AMOUNTS WOULD BE RECORDED AS CHARITY CARE RATHER THAN BAD DEBT EXPENSE AND THIS IS THE RATIONALE FOR OUR RESPONSE: "NO".
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
SCHEDULE H, PART III, SECTION B; QUESTION 8 MEDICARE COSTS WERE DERIVED FROM THE 2018 MEDICARE COST REPORT. IT IS THE ORGANIZATION'S POSITION THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE" A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. IT IS THE ORGANIZATION'S POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE AMERICAN HOSPITAL ASSOCIATION'S ("AHA") POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA BELIEVED THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO BELIEVE THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE V
SCHEDULE H, PART III, SECTION B; QUESTION 9B ACCOUNTS CONSIDERED TO BE CHARITY CARE ARE NOT INCLUDED IN THE BAD DEBT EXPENSE, BUT RATHER, ACCOUNTED FOR AS AN ALLOWANCE. BACHARACH PROVIDES FINANCIAL ASSISTANCE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. BACHARACH OFFERS MEDICALLY NECESSARY HEALTHCARE SERVICES WHICH ALLOW PATIENTS TO RESTORE THEIR INDEPENDENCE AND WELL-BEING. BACHARACH STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE THE MEDICALLY NECESSARY CARE THEY REQUIRE REGARDLESS OF ABILITY TO PAY AND OFFERS FINANCIAL ASSISTANCE IN ORDER TO PROVIDE ADDITIONAL SOURCES OF COVERAGE FOR PATIENTS WHO ARE UNINSURED, UNDERINSURED AND CANNOT AFFORD TO PAY. IT IS THE POLICY OF BACHARACH TO TREAT ALL PATIENTS EQUALLY. ALL DISCHARGED ACCOUNTS ARE AGED AND ONCE CODED AS A PRIVATE PAY ACCOUNT, MEANING THE BALANCE IS DUE FROM THE PATIENT, THEN PUT IN THE MAILER CYCLE. MAILERS ARE PRINTED BY AN OUTSIDE AGENCY (MEDHOST) ON OR ABOUT THE 15TH OF EVERY MONTH. UNLESS MANUALLY CHANGED, THE MAILERS WILL AGE AND AFTER APPROXIMATELY 3 MAILERS, THE PATIENT ACCOUNT WILL BE REVIEWED TO BE CONSIDERED A BAD DEBT ACCOUNT. WHEN AN ACCOUNT BECOMES A STATUS BAD DEBT, A COLLECTION LETTER IS SENT TO THE GUARANTOR ADVISING THEM IF THE BALANCE IS NOT PAID WITHIN 30 DAYS, IT WILL BE SENT TO AN OUTSIDE COLLECTION AGENCY. AFTER 30 DAYS IF THE BALANCE IS NOT PAID, ANOTHER LETTER IS SENT TO THE GUARANTOR ADVISING THEM THE ACCOUNT IS NOW PLACED WITH AN OUTSIDE COLLECTION AGENCY. ACCOUNTS ARE ALPHABETICALLY SPLIT BETWEEN TWO COLLECTION AGENCIES. THEY EACH HAVE SIX (6) MONTHS TO COLLECT. IF THERE IS NO ACTIVITY IN SIX MONTHS, IT IS THEN DISCONTINUED AND PLACED WITH THE OTHER COLLECTION AGENCY. IF THERE IS NO ACTIVITY FOR SIX MONTHS AFTER THE SECOND PLACEMENT, IT IS WRITTEN-OFF. EACH ACCOUNT IS CODED WITH THE AGENCY NAME, DATE AND AMOUNT AT THE TIME OF PLACEMENT SO IT CAN EASILY BE DETERMINED AT WHAT POINT THE ACCOUNT IS AT ANY TIME. FOLLOW-UP STAFF WILL REVIEW ASSIGNED ACCOUNTS IN CONJUNCTION WITH THEIR JOB RESPONSIBILITIES AND IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF. OTHER BUSINESS OFFICE STAFF MAY IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF AS PART OF THEIR JOB RESPONSIBILITIES. ACCOUNT TRANSACTIONS THAT MEET WRITE-OFF CRITERIA MAY INCLUDE ACCOUNTS WITH BILLING ERRORS THAT RESULT IN NON-PAYMENT FROM A THIRD PARTY THAT CANNOT BE BILLED TO THE PATIENT, PRE-EXISTING CONDITIONS, OR AN INVALID SERVICE. STAFF WILL COLLECT ALL DATA AND SUPPORTING DOCUMENTATION RELATIVE TO THE WRITE-OFF REQUEST. STAFF WILL PREPARE THE UNCOLLECTED ACCOUNTS WRITE-OFF REQUEST WITH A DETAILED EXPLANATION REGARDING THE CIRCUMSTANCES SURROUNDING THE WRITE-OFF AND THE ASSISTANT BUSINESS OFFICE MANAGER WILL ASSIGN THE APPROPRIATE WRITE-OFF CODE AND FORWARD IT TO THE BUSINESS OFFICE MANAGER. THE BUSINESS OFFICE MANAGER WILL REVIEW THE WRITE-OFF REQUEST AND SIGN APPROVAL OR DENIAL. BACHARACH DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") AS DEFINED BY INTERNAL REVENUE CODE 501(R)(6) PRIOR TO THE EXPIRATION OF THE "NOTIFICATION PERIOD". THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD, WHICH BEGINS ON THE DATE OF THE 1ST POST DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS MAY BE INITIATED AGAINST THE PATIENT. SUBSEQUENT TO THE NOTIFICATION PERIOD THE ORGANIZATION, OR ANY THIRD PARTIES ACTING ON THEIR BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. - REFERRAL TO A COLLECTION AGENCY; - DEFERRING, DENYING OR REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF AN INDIVIDUALS NONPAYMENT FOR PREVIOUSLY PROVIDED CARE; AND - COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL. BACHARACH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. THE ORGANIZATION WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE. ADDITIONALLY, THE ORGANIZATION WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: (1) THE PATIENT HAS BEEN PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT BACHARACH INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. (2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND (3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS.
SCHEDULE H, PART VI; QUESTION 2 PLEASE REFER TO THE ORGANIZATION'S RESPONSES TO SCHEDULE H, PART V; SECTION B FOR THE ORGANIZATION'S DESCRIPTION OF HOW IT ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES.
SCHEDULE H, PART VI; QUESTION 3 IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) BACHARACH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. (1) BACHARACH'S FINANCIAL ASSISTANCE POLICY ("FAP"), REQUEST FOR DETERMINATION OF ELIGIBILITY FOR THE SUBSIDIZED FUNDING PROGRAM ("APPLICATION") AND PLAIN LANGUAGE SUMMARY ("PLS") ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE ORGANIZATIONS PRIMARY SERVICE AREA. (2) THE FAP, APPLICATION AND PLS ARE ALL POSTED ON BACHARACHS WEBSITE (WWW.BACHARACH.ORG) AND ARE AVAILABLE FREE OF CHARGE, UPON REQUEST. PATIENTS MAY REQUEST ANY OF THESE DOCUMENTS BY CALLING (609) 748-5454. ADDITIONALLY, PAPER COPIES ARE ALSO AVAILABLE IN VARIOUS AREAS THROUGHOUT THE HOSPITAL FACILITY, WHICH INCLUDE THE ADMISSIONS AND BUSINESS OFFICES. (3) SIGNS OR DISPLAYS, TO INFORM ITS PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, ARE POSTED IN ADMITTING/REGISTRATION DEPARTMENTS. (4) ALL PATIENTS WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. (5) PATIENTS ARE NOTIFIED ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE BIR BILLING STATEMENTS. EACH BILLING STATEMENT INCLUDES CONSPICUOUS WRITTEN NOTICE WHICH INFORMS THE RECIPIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE STATEMENT ALSO INCLUDES THE WEBSITE WHERE AN INDIVIDUAL CAN OBTAIN COPIES OF THE FAP, APPLICATION AND PLS. ADDITIONALLY, IT INCLUDES THE TELEPHONE NUMBER THAT PATIENTS CAN CALL IF THEY HAVE QUESTIONS REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE APPLICATION PROCESS.
SCHEDULE H, PART VI; QUESTION 4 BACHARACH IS LOCATED IN THE POMONA SECTION OF GALLOWAY TOWNSHIP, IN ATLANTIC COUNTY. 75% OF BACHARACHS PATIENTS LIVE IN ATLANTIC COUNTY; 14% LIVE IN CAPE MAY COUNTY, AND THE REMAINING 11% EITHER LIVE IN SOUTHERN OCEAN COUNTY, CUMBERLAND COUNTY, OTHER COUNTIES IN SOUTHERN NEW JERSEY OR BEYOND. OUR NORTHERNMOST PHYSICAL THERAPY CENTER IS IN MANAHAWKIN, OCEAN COUNTY, AND OUR SOUTHERNMOST CENTER IS AT MILE ZERO ON THE GARDEN STATE PARKWAY IN NORTH CAPE MAY. FURTHER WEST WE HAVE A CENTER IN VINELAND, CUMBERLAND COUNTY. IN BETWEEN THERE ARE 15 OTHER SATELLITE CENTERS, TWO HEARING CENTERS AND A SLEEP DISORDERS CENTER. MOST OF OUR PATIENTS LIVE OR VACATION IN SOUTH JERSEY. BECAUSE ATLANTIC, CAPE MAY AND OCEAN COUNTIES HAVE MANY MILES OF BEAUTIFUL BEACHES ALONG THE ATLANTIC OCEAN THE HOSPITALITY INDUSTRY IN THE SUMMER MONTHS IS ONE OF THE MAIN ECONOMIC DRIVERS IN SOUTH JERSEY. THANKS TO OUR WORLD-CLASS BEACHES AND BECAUSE IT IS HOME TO THE SECOND LARGEST CASINO CITY IN AMERICA, ATLANTIC CITY, THE POPULATION OF ATLANTIC COUNTY INCREASES DRAMATICALLY DURING THE SUMMER MONTHS. IN THE RURAL WESTERN PORTIONS OF ATLANTIC COUNTY, THE POPULATION DENSITY IS MUCH LIGHTER THAN IT IS ALONG THE SHORELINE. IN THE WESTERN PORTION OF THE COUNTY FARMING IS COMMON. IN ADDITION, AT THE DAWN OF THE CASINO ERA PINELANDS DEVELOPMENT RESTRICTIONS CREATED SUBSTANTIAL GROWTH IN THREE ATLANTIC COUNTY COMMUNITIES: GALLOWAY TOWNSHIP, EGG HARBOR TOWNSHIP, AND HAMILTON TOWNSHIP. THESE THREE COMMUNITIES BECAME THE HOMETOWNS FOR THOUSANDS OF PEOPLE WHO WORKED IN THE CASINO INDUSTRY AND THE MANY SERVICE INDUSTRIES. OUR SERVICE AREA ENCOMPASSES THE DENSELY POPULATED SHORE TOWNS OF ATLANTIC CITY, VENTNOR, MARGATE AND LONGPORT; SO-CALLED BEDROOM COMMUNITIES ON THE MAINLAND OF SOMERS POINT, LINWOOD, NORTHFIELD AND ABSECON; NEW-GROWTH COMMUNITIES GALLOWAY, EGG HARBOR AND HAMILTON; RURAL FARMING COMMUNITIES SUCH AS HAMMONTON, BUENA BORO AND BEUNA VISTA, AND SPARSELY POPULATED RURAL TOWNS INCLUDING WEYMOUTH TOWNSHIP, ESTELL MANOR AND CORBIN CITY. ATLANTIC COUNTY HAS NOT REBOUNDED FROM THE GREAT RECESSION OF 2008 LIKE THE REST OF THE UNITED STATES DUE TO A NUMBER OF FACTORS. FIRST, UNTIL THAT TIME ATLANTIC CITY HAD A VIRTUAL MONOPOLY ON EAST COAST GAMING. BUT WITH THE ADVENT OF COMPETITION IN PENNSYLVANIA, NEW YORK AND DELAWARE THERE HAS BEEN A MARKED DECREASE IN MARKET SHARE OF THE PATRONS WHO PREVIOUSLY HAD ACCESS ONLY TO THE ATLANTIC CITY CASINO INDUSTRY. THE EFFECTS OF A DIRECT LANDFALL BY HURRICANE SANDY IN SEPTEMBER 2012 WERE DEVASTATING AND THEY PERSIST TO THIS DAY. HOMES WERE LOST, BUSINESSES WERE DESTROYED AND PEOPLE WHO LOST JOBS MOVED OUT OF THE AREA. FOUR YEARS LATER, ATLANTIC COUNTY LEADS THE STATE AND THE NATION IN HOME FORECLOSURES. INITIATIVES TO REBRAND AND REVITALIZE THE CASINO INDUSTRY, THE ATLANTIC CITY ALLIANCE FOREMOST AMONG THEM, HAVE LARGELY FAILED. INSTEAD, FIVE CASINOS HAVE CLOSED OR WILL CLOSE SINCE 2014. OBSERVATIONS FROM THE 2016 CHNA ------------------------------- THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT REVEALED THAT THE POPULATION OF ATLANTIC FACES MANY SOCIO-ECONOMIC FACTORS WHICH KEEP IT NEAR THE BOTTOM OF THE COUNTY HEALTH RANKINGS FOR NEW JERSEY. - ATLANTIC COUNTY RANKS 18 OUT OF 21 COUNTIES IN NEW JERSEY OVERALL ACCORDING TO THE ROBERT WOOD JOHNSON FOUNDATIONS ANNUAL HEALTH RANKINGS AND ROAD MAPS. - ESTIMATES OF ATLANTIC COUNTYS POPULATION DO NOT TAKE INTO ACCOUNT THE RECENT CASINO CLOSINGS, AND THE FIGURE 274,219 IS LIKELY OVERSTATED. TAJ MAHAL, THE FOURTH CASINO TO CLOSE IN 2 YEARS ERASED AN ADDITIONAL 3,000 JOBS. THE CASINO LABOR FORCE THAT ONCE WAS ESTIMATED TO BE 45,000 IS NOW 25,000. MANY OF THESE JOBS WERE ENTRY LEVEL OR UNSKILLED: MANY OF THESE WORKERS WERE RENTERS; MANY RENTERS WHO LOSE A JOB MOVE OUT OF THE AREA AND SEEK WORK ELSEWHERE. - MEDIAN HOUSE HOLD INCOME IS ONLY 71.9% OF THE STATE MEDIAN HOUSEHOLD INCOME. - 58.6 PERCENT OF ATLANTIC COUNTY IS WHITE, 17.3 PERCENT IS BLACK, 18.5 PERCENT IS HISPANIC, AND 8.2 PERCENT IS ASIAN. THAT IS A 6.9% INCREASE IN THE HISPANIC POPULATION SINCE 2013 AND A 3.7% INCREASE IN THE ASIAN POPULATION. THE COUNTY IS DIVERSE CULTURALLY, ETHNICALLY, AND SOCIALLY. - 26.5% OF ATLANTIC COUNTY RESIDENTS REPORT SPEAKING A LANGUAGE OTHER THAN ENGLISH AT HOME. - 22% OF ATLANTIC COUNTY RESIDENTS REPORT HAVING NO HEALTH INSURANCE. - 15.1% OF ALL ATLANTIC COUNTY RESIDENTS LIVE IN POVERTY, BUT 24% OF THE CHILDREN IN ATLANTIC COUNTY LIVE IN POVERTY, AND 43% OF ALL CHILDREN IN ATLANTIC COUNTY, NEARLY HALF, ARE ELIGIBLE FOR FREE LUNCH. - 15.8% OF THE PEOPLE IN ATLANTIC COUNTY ARE OVER AGE 65. THIS IS SLIGHTLY HIGHER THAN THE STATE OF NEW JERSEY. - 56.7% OF SENIORS ARE WOMEN. 61% OF THE SENIORS IN ATLANTIC COUNTY LIVE BELOW THE ELDER INDEX, MEANING THEIR INCOME IS ABOVE THE POVERTY LEVEL BUT IS LESS THAN IS NEEDED TO COVER THE MOST BASIC NEEDS OF HOUSING, FOOD, TRANSPORTATION AND HEALTHCARE. - 34.5% OF ATLANTIC COUNTY RESIDENTS OVER AGE 65 REPORT LIVING WITH A DISABILITY.
SCHEDULE H, PART VI; QUESTION 5 PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O, WHICH FURTHER DESCRIBES HOW THE ORGANIZATIONS HOSPITAL AND OTHER HEALTHCARE FACILITIES FURTHER ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY.
SCHEDULE H, PART VI; QUESTION 6 OUTLINED BELOW IS A SUMMARY OF RELATED ENTITIES WITHIN THE AFFILIATED HEALTHCARE SYSTEM: ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. --------------------------------------------- ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THE NOT-FOR-PROFIT CORPORATION DESIGNS, MANUFACTURERS, FURNISHES, FITS AND SELLS ORTHOTIC AND PROSTHETIC DEVICES AND EQUIPMENT IN COORDINATION WITH SERVICES PROVIDED BY HOSPITALS AND PROVIDERS OF MEDICAL SERVICES. BACHARACH HOSPITAL FOUNDATION, INC. ----------------------------------- BACHARACH HOSPITAL FOUNDATION, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THE NOT-FOR-PROFIT CORPORATION SUPPORTS THE CHARITABLE MISSION OF BACHARACH INSTITUTE FOR REHABILITATION. IN 1990, THE GOVERNING BODY OF BACHARACH INSTITUTE FOR REHABILIATATION CREATED THE BACHARACH HOSPITAL FOUNDATION, INC. FOR THE PURPOSE OF OBTAINING, INVESTING, EXPENDING OR APPLYING FUNDS AND PROPERTY FOR THE BENEFIT OF BACHARACH INSTITUTE FOR REHABILITATION, AND TO CONDUCT OTHER CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES IN AN EFFORT TO FURTHER THE PURPOSE OF BACHARACH INSTITUTE FOR REHABILIATION.
SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY IS LOCATED IN NEW JERSEY. THE STATE OF NEW JERSEY DOES NOT REQUIRE HOSPITALS TO ANNUALLY FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF NEW JERSEY.
Schedule H (Form 990) 2018
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number
21-0634964
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, QUESTION 2 CONTRIBUTIONS AND SPONSORSHIPS TO OTHER ORGANIZATIONS ARE AWARDED ON A REVIEW AND APPROVAL PROCESS FOR VARIOUS APPLICANTS IN ACCORDANCE WITH THE ORGANIZATION'S CHARITABLE PURPOSES, PROGRAMS AND SERVICES. THEY ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.
SCHEDULE I, PART II PLEASE NOTE THAT ALL GIFTS, CONTRIBUTIONS AND SPONSORSHIPS TO OTHER ORGANIZATIONS WERE LESS THAN OR EQUAL TO $5,000 EACH. THEREFORE, THERE ARE NO ORGANIZATIONS LISTED IN SCHEDULE I, PART II. THE TOTAL AMOUNTS PAID FOR CONTRIBUTIONS AND EVENT SPONSORSHIPS CAN BE FOUND ON CORE FORM, PART IX, LINE 1.
Schedule I (Form 990) 2018



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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 on 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
 
 
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
 
 
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 on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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
Yes
 
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DIANE S CROSHAW
TRUSTEE-COO/VP HUMAN RESOURCES
(i)

(ii)
160,430
-------------
0
0
-------------
0
566
-------------
0
4,820
-------------
0
1,117
-------------
0
166,933
-------------
0
0
-------------
0
2RICHARD J KATHRINS PHD
TRUSTEE - PRESIDENT/CEO
(i)

(ii)
389,360
-------------
0
0
-------------
0
9,997
-------------
0
8,250
-------------
0
1,532
-------------
0
409,139
-------------
0
0
-------------
0
3CRAIG J ANMUTH MD
MEDICAL DIRECTOR
(i)

(ii)
268,526
-------------
0
0
-------------
0
235,543
-------------
0
8,250
-------------
0
533
-------------
0
512,852
-------------
0
0
-------------
0
4SHAWN RYAN
CHIEF FINANCIAL OFFICER
(i)

(ii)
168,781
-------------
0
0
-------------
0
614
-------------
0
5,071
-------------
0
1,590
-------------
0
176,056
-------------
0
0
-------------
0
5OLUBOLA SODE
CNO/VP PAT SVCS(TERM 10/28/18)
(i)

(ii)
118,772
-------------
0
0
-------------
0
16,548
-------------
0
4,211
-------------
0
31,864
-------------
0
171,395
-------------
0
0
-------------
0
6BETH HOFFMAN
VP REHABILITATION SERVICES
(i)

(ii)
164,043
-------------
0
0
-------------
0
624
-------------
0
5,100
-------------
0
32,021
-------------
0
201,788
-------------
0
0
-------------
0
7MARIANNE STURR MD
PHYSIATRIST
(i)

(ii)
207,600
-------------
0
0
-------------
0
60,875
-------------
0
8,100
-------------
0
12,929
-------------
0
289,504
-------------
0
0
-------------
0
8WEI XU MD
PHYSIATRIST
(i)

(ii)
207,301
-------------
0
0
-------------
0
45,544
-------------
0
7,803
-------------
0
33,421
-------------
0
294,069
-------------
0
0
-------------
0
9ROSS D BERLIN MD
PHYSIATRIST
(i)

(ii)
208,825
-------------
0
0
-------------
0
1,236
-------------
0
6,450
-------------
0
32,117
-------------
0
248,628
-------------
0
0
-------------
0
10ABRAHAM ALFARO MD
PHYSIATRIST
(i)

(ii)
200,361
-------------
0
0
-------------
0
4,671
-------------
0
6,255
-------------
0
23,561
-------------
0
234,848
-------------
0
0
-------------
0
11JEFFREY S REES
DIRECTOR INFORMATION SYSTEMS
(i)

(ii)
164,058
-------------
0
0
-------------
0
301
-------------
0
4,975
-------------
0
17,405
-------------
0
186,739
-------------
0
0
-------------
0
12JEANNE D VUKSTA
FORMER OFFICER
(i)

(ii)
147,907
-------------
0
0
-------------
0
502
-------------
0
4,523
-------------
0
21,933
-------------
0
174,865
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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; QUESTION 5A CERTAIN AMOUNTS REPORTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS REPRESENT COMMISSIONS RECIEVED AS COMPENSATION FOR OUTPATIENT SERVICES PERFORMED. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRAIG J. ANMUTH, M.D., $214,691; MARIANNE STURR, M.D., $60,000; WEI XU, M.D., $45,086 AND ABRAHAM ALFARO, M.D., $3,497.
Schedule J (Form 990) 2018
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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number
21-0634964
Part
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 ECONOMIC DEVELOPMENT AUTHORITY
 
22-2045817   12-04-2014 5,278,000 EQUIPMENT/CONSTRUCTION/RENOVATION   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 1,278,850      
2 Amount of bonds legally defeased .............. 0      
3 Total proceeds of issue .................. 5,278,000      
4 Gross proceeds in reserve funds ............. 0      
5 Capitalized interest from proceeds ............. 0      
6 Proceeds in refunding escrows ............... 3,997,664      
7 Issuance costs from proceeds ............... 1,486      
8 Credit enhancement from proceeds ............. 0      
9 Working capital expenditures from proceeds ............. 0      
10 Capital expenditures from proceeds ............. 0      
11 Other spent proceeds ............. 0      
12 Other unspent proceeds ............. 0      
13 Year of substantial completion ............. 2029
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X              
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part
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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
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            
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?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   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 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 %      
6 Total of lines 4 and 5 ............. 0 %      
7 Does the bond issue meet the private security or payment test? ...   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            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   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              
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider .......... 0
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
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            
b Name of provider .......... 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            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part
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              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2018

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.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2018
Schedule L (Form 990 or 990-EZ) 2018
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) MARY JOYCE PERSKIE FAMILY MEMBER OF TRUSTEE 143,068 EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
Return Reference Explanation
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 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 OUTLINED 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 2015 IS REPORTED BELOW. ORGANIZATION OVERVIEW ================= BACHARACH 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); AND 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; AND - PHYSIATRIST SERVICES. BACHARACH IS STAFFED BY PHYSICIANS, NURSES, AND THERAPISTS WHO SPECIALIZE IN IMPROVING QUALITY OF LIFE FOLLOWING ILLNESS, INJURY AND SURGERY. MISSION ======= BACHARACH STRIVES FOR RESTORING INDEPENDENCE AND WELL-BEING THROUGH EQUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. 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; - PHYSIATRIST 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; AND - 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 AN INDIVIDUALS ABILITY TO PAY. BAD DEBT: THIS AMOUNT REPRESENTS PATIENT ACCOUNTS, WHICH REMAIN UNPAID DESPITE REASONABLE ATTEMPTS TO COLLECT PAYMENTS. 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 16,436 TRIPS FREE OF CHARGE. 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/MEDICAID SHORTFALL: 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; - CERTAIN ORTHOPEDIC PROGRAMS AND SERVICES; AND - CARDIAC REHABILITATION.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS COMMUNITY SUPPORT: 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 RUTH NEWMAN SHAPER HEART AND CANCER FUND, COMMUNITY FOOD BANK, SHIRLEY MAE BREAST CANCER ASSISTANCE FUND, MAPS, SHORE MEMORIAL HOSPITAL STAINTON SOCIETY, DISABLED AMERICAN VETERANS, SOUTH JERSEY CANCER FUND, THE ATLANTICARE FOUNDATION, MS SOCIETY, AC WEEKLY HEALTH FAIR, AIDS ALLIANCE, AMI FOUNDATION, FACES FOR AUTISM, MARINE CORPS FOUNDATION, ATLANTIC CITY METROPOLITAN BUSINESS AND CITIZEN ASSOCIATION, ATLANTIC CITY CHAMBER OF COMMERCE, PHILIPPINE AMERICAN MEDICAL SOCIETY OF NJ, STOCKTON UNIVERSITY FOUNDATION, ST. JOSEPH UNIVERSITY FOUNDATION, BIG BROTHER BIG SISTERS OF AMERICA, GILDAS CLUB OF SOUTH JERSEY, AND THE HERO CAMPAIGN. COMMUNITY OUTREACH PROGRAMS AND SUPPORT GROUPS: BACHARACH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND HEALTH OF OUR LOCAL RESIDENTS. BACHARACH INVESTED FUNDS TO PROVIDE EDUCATIONAL PROGRAMS, HEALTH SCREENINGS, SUPPORT GROUPS, AND HEALTH AND WELLNESS PROGRAMS. THESE SUPPORT SERVICES AND PROGRAMS INCLUDE: - AWAKE AT THE SHORE SUPPORT GROUPS; - BRAIN INJURY SUPPORT GROUPS; - SPINAL CORD SUPPORT GROUP; - ALCOHOLICS ANONYMOUS SUPPORT GROUP; - OVEREATERS ANONYMOUS SUPPORT GROUP AND 12-STEP PROGRAM; AND - COPE SUPPORT GROUP. EDUCATIONAL SCHOLARSHIPS: 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 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. COMMUNITY VOLUNTEERS GAVE GENEROUSLY OF THEIR TIME AND SUPPORT. 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 FINANCIAL ASSISTANCE, 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. MEDICAID SHORTFALL - 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 IN-SERVICE 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, COMMUNICATION DISORDERS, OCCUPATIONAL THERAPY, AND PHYSICAL THERAPY STUDENTS OF BACHARACH EMPLOYEES. VOLUNTEER SUPPORT - THE VALUE OF THE VOLUNTEERS DONATED TIME AND EFFORT. 2018 NET COMMUNITY BENEFIT SUMMARY ---------------------------------- UNCOMPENSATED CARE (FINANCIAL ASSISTANCE): $ 2,390 MEDICAID SHORTFALL: $ 1,577 VOLUNTEER SUPPORT: $ 33,050 TRANSPORTATION SERVICES: $ 483,491 COMMUNITY OUTREACH & SUPPORT: $ 10,390 COMMUNITY MEDICAL EDUCATION: $ 1,573,322 COMMUNITY SPONSORSHIPS: $ 28,483 ----------- TOTAL: $ 2,132,703 ===========
PART VI, SECTION A, QUESTION 2 PHILIP J. PERSKIE, ESQ. AND ROY GOLDBERG - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMEBER 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 CERTIFIED PUBLIC ACCOUNTING ("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 ("INTERNAL WORKING GROUP") 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 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 PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO 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 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 ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE "TOTAL COMPENSATION" IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION (IF ANY) 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" 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 CHIEF OPERATING OFFICER/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 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 AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THE ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS EMPLOYEES OF THE ORGANIZATION; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THE ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J KIMBERELY CORNLEY, CHIEF NURSING OFFICER/VICE PRESIDENT OF PATIENT SERVICES, BECAME AN OFFICER OF THE ORGANIZATION EFFECTIVE DECEMBER 3, 2018. HOWEVER, SHE WAS PREVIOUSLY EMPLOYED BY THE ORGANIZATION IN A NON-OFFICER CAPACITY. THE COMPENSATION BEING REPORTED WITHIN THIS FORM 990 PREDOMINATELY REFLECTS COMPENSATION EARNED IN A NON-OFFICER CAPACITY. JEANNE D. VUKSTA, FORMER OFFICER, IS STILL EMPLOYED WITHIN THE ORGANIZATION IN A NON-OFFICER CAPACITY AS THE DIRECTOR OF DECISION SUPPORT. IN ACCORDANCE WITH THE FORM 990 RULES AND REGULATIONS, SHE IS REQUIRED TO BE REPORTED AS FORMER OFFICER THROUGH 2021.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS RELATED TO OTHER NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER RELATED ORGANIZATIONS. THE HOURS REFLECTED IN CORE FORM, PART VII OF 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, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF BACHARACH INSTITUTE FOR REHABILITATION AND ITS AFFILIATES; NOT SOLELY THIS ORGANIZATION.
CORE FORM. PART X; LINES 27 - 29 THE ORGANIZATION'S FINANCIAL STATEMENTS HAVE BEEN PREPARED TO FOCUS ON THE HOSPITAL AS A WHOLE AND TO PRESENT BALANCES AND TRANSACTIONS ACCORDING TO THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS IN ACCORDANCE WITH ASU NO. 2016-14. NET ASSETS AND CHANGES THEREIN ARE CLASSIFIED AS FOLLOWS: NET ASSETS WITHOUT DONOR RESTRICTIONS - NET ASSETS THAT ARE NOT SUBJECT TO DONOR-IMPOSED RESTRICTIONS. NET ASSETS WITH DONOR RESTRICTIONS - NET ASSETS SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT MAY OR WILL BE MET BY ACTIONS OF THE HOSPITAL AND/OR THE PASSAGE OF TIME. WHEN A RESTRICTION EXPIRES, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - CHANGE IN INTEREST OF NET ASSETS OF BACHARACH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION - $68,421; AND - CHANGE IN BENEFICIAL INTEREST OF CHARITABLE TRUSTS; - ($381,608).
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, 2018 AND DECEMBER 31, 2017; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION
 
Employer identification number

21-0634964
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











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)ATLANTIC PROSTHETIC & ORTHOTIC SVCS INC
199 NEW ROAD

LINWOOD,NJ08221
22-3164284
HEALTHCARE NJ 501(C)(3) N/A BIR
 
Yes
 
(2)BACHARACH HOSPITAL FOUNDATION INC
61 W JIMMIE LEEDS ROAD

POMONA,NJ08240
22-3049576
FUNDRAISING NJ 501(C)(3) 509(A)(3) BIR
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
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
 
No
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
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) BACHARACH HOSPITAL FOUNDATION INC

C 183,216 COST
(2) BACHARACH HOSPITAL FOUNDATION INC

D 117,748 COST
(3) ATLANTIC PROSTHETIC & ORTHOTIC SERVICES INC

E 119,619 COST



Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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 THE ORGANIZATION IS RELATED TO OTHER NOT FOR-PROFIT ORGANIZATIONS. THIS ORGANIZATION ROUTINELY PAYS EXPENSES FOR ITS RELATED AFFILIATES 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 SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2018

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