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
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
Albany Medical Center Group
Organization
% Frances S Albert CPA
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
47 New Scotland Ave MC116
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, NY12208
D Employer identification number

47-3869194
E Telephone number

G Gross receipts $ 2,229,332,394
F Name and address of principal officer:
Dennis P McKenna
47 New Scotland Ave MC116
Albany,NY12208
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.amc.edu
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 MediumBullet5980
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 78
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 60
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 15,059
6 Total number of volunteers (estimate if necessary) ............. 6 1,079
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,189,732
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 59,394,198 71,708,454
9 Program service revenue (Part VIII, line 2g) ......... 1,878,609,302 1,973,336,446
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 46,278,521 26,087,460
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 52,481,483 63,492,678
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,036,763,504 2,134,625,038
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,727,064 20,562,236
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) 965,718,856 1,038,410,997
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,540,733    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 989,578,643 1,037,445,309
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,972,024,563 2,096,418,542
19 Revenue less expenses. Subtract line 18 from line 12....... 64,738,941 38,206,496
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,000,498,228 2,157,723,679
21 Total liabilities (Part X, line 26)............. 1,061,205,344 1,111,953,816
22 Net assets or fund balances. Subtract line 21 from line 20..... 939,292,884 1,045,769,863
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
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: See Schedule O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 740,842,054 including grants of $ 60,000 ) (Revenue $ 775,416,132 )
Inpatient & Outpatient Services Albany Medical Center and Affiliates: Provision of inpatient and outpatient services including specialized nursing services and emergency room. Albany Medical Center admissions were approximately 41,700 and patient days were approximately 231,100. Columbia Memorial Hospital: Columbia Memorial Hospital Emergency Care Visits were approximately 27,972 and outpatient and ancillary service visits were approximately 415,181. Acute inpatient hospital services total approximately 28,784 patient days. Saratoga Hospital: Provision of inpatient and outpatient services including specialized nursing services, emergency room, urgent care, imaging and lab related services. Admissions were approximately 10,900 and patient days were approximately 53,500.
4b (Code:   ) (Expenses $ 511,607,295 including grants of $   ) (Revenue $ 460,605,962 )
Faculty Practice Albany Medical Center operates a clinical practice activity (patient care) for the faculty of the Albany Medical College. 2019 experienced over 502,000 patient visits.
4c (Code:   ) (Expenses $ 228,664,647 including grants of $   ) (Revenue $ 369,115,670 )
Diagnostic & Testing Services Inpatient and outpatient services including diagnostic imaging, radiation therapy, and cardiac catheterization. In 2019, Albany Medical Center inpatient professional services totaled 91,137; outpatient services totaled 49,074 and ER services was approximately 90,882.
4d Other program services (Describe in Schedule O.)
(Expenses $ 336,999,667 including grants of $ 20,502,236 ) (Revenue $ 414,647,131 )
4e Total program service expensesMediumBullet1,818,113,663
Form 990 (2019)
Form 990 (2019)
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
Yes
 
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
Yes
 
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
Yes
 
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 XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
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.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
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............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
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 list of attachments
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
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
1,063
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 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
15,059
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletNL
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
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
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
Yes
 
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 (2019)
Form 990 (2019)
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
78
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
60
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-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:
MediumBulletFrances S Albert CPA47 New Scotland Ave   Albany,NY12208 (518) 262-8795
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) James J Barba......................................................................
President & CEO (AMC)
 20.0
.................
20.0 		X   X       0 1,721,450 314,648
(2) Steven M Frisch MD......................................................................
Board Member (SH & CMH)
 37.0
.................
20.0 		X           0 1,085,977 121,031
(3) Vincent Verdile MD......................................................................
Sr Exec VP Sys Care (AMC)
 38.0
.................
4.0 		      X     1,049,321 0 121,304
(4) Angelo G Calbone......................................................................
President/CEO (SH)
 38.0
.................
2.0 		X   X       1,124,781 0 35,490
(5) Dennis McKenna......................................................................
Board Member (CDT)
 42.0
.................
0.0 		X           1,039,151 0 111,551
(6) Gordon Kuhar......................................................................
Physician (SH)
 38.0
.................
0.0 		        X   1,088,328 0 17,912
(7) Andrew J Rosenbaum......................................................................
Asst Prof/Clin (AMC)
 40.0
.................
0.0 		        X   1,041,160 0 30,497
(8) Frances Albert......................................................................
EVP COO & CFO (AMC)
 29.0
.................
15.0 		    X       0 922,893 87,444
(9) Alan S Boulos......................................................................
Department Chair (AMC)
 40.0
.................
0.0 		        X   956,883 0 36,097
(10) Ferdinand J Venditti......................................................................
EVP System Care Delivery (AMC)
 39.0
.................
3.0 		      X     850,805 0 102,220
(11) Christopher Gorczynski......................................................................
Physician (CMH)
 40.0
.................
0.0 		        X   924,329 0 24,719
(12) Lewis W Britton III......................................................................
Professor/Clin (AMC)
 40.0
.................
0.0 		        X   899,859 0 32,963
(13) Jay P Cahalan......................................................................
PRESIDENT & CEO (CMH)
 40.0
.................
0.0 		X   X       720,756 0 119,431
(14) Steven M Parnes MD......................................................................
Board Member (AMC)
 46.0
.................
2.0 		X           756,058 0 31,531
(15) Richard Falivena......................................................................
VP Chf Med & Phys Integ (SH)
 38.0
.................
0.0 		      X     473,660 0 28,394
(16) Hiral Amin MD......................................................................
Board Member (CMH)
 48.0
.................
0.0 		X           441,100 0 28,103
(17) Mary Jo LaPosta......................................................................
SVP Patient Care & Org (SH)
 38.0
.................
0.0 		      X     433,633 0 26,057
Form 990 (2019)
Form 990 (2019)
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) Gary Foster........................................................................
VP & CFO (SH)
 38.0
.......................2.0 		    X       415,555 0 17,892
(19) David J Conti........................................................................
Board Member (CDT)
 42.0
.......................0.0 		X           376,608 0 33,247
(20) Jeffrey Methven........................................................................
VP Ambulatory Serv & HR (SH)
 38.0
.......................2.0 		      X     346,864 0 35,604
(21) Kevin Ronayne........................................................................
VP Ops & Facilities (SH)
 38.0
.......................2.0 		      X     321,041 0 31,943
(22) John Mangona........................................................................
VP CIO and Comp (SH)
 38.0
.......................0.0 		      X     318,938 0 17,694
(23) Gary J Kochem........................................................................
Fmr Exec VP & COO (AMC)
 20.0
.......................20.0 		          X 0 318,868 263
(24) Karen Tassey........................................................................
COO (CMH)
 40.0
.......................1.0 		    X       298,039 0 10,200
(25) Bryan T Mahoney........................................................................
CFO (CMH)
 40.0
.......................1.0 		    X       296,641 0 750
(26) Michael Dailey........................................................................
Board Member (CDT)
 42.0
.......................0.0 		X           271,467 0 21,698
(27) Vickey Masta-Gornic........................................................................
Board Member (KIDS)
 2.0
.......................40.0 		X           0 225,717 8,641
(28) Mary Ellen Plass........................................................................
CNO (CMH)
 40.0
.......................0.0 		      X     223,429 0 6,126
(29) Michele K Skumurski........................................................................
Board Member (KIDS)
 2.0
.......................40.0 		X           0 196,738 1,472
(30) Meghan Weygant........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           169,052 0 12,396
(31) Brigido Montero........................................................................
Board Member (KIDS)
 2.0
.......................40.0 		X           0 155,078 19,448
(32) Robert Pistilli........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           116,184 0 26,817
(33) Christine Hayes........................................................................
Board Member (KIDS)
 2.0
.......................40.0 		X           0 119,997 7,725
(34) Catherine Riddle........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           99,416 0 9,008
(35) John W Herritage thr........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           93,909 0 4,711
(36) Megan Helmecke........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           77,439 0 20,788
(37) Mary Carey........................................................................
Board Member (KIDS)
 42.0
.......................0.0 		X           69,953 0 9,564
(38) Dorothy Urschel........................................................................
COO (CMH beg 12/19)
 40.0
.......................0.0 		    X       497 0 0
(39) Raimundo C Archibold........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(40) Anthony M Durante........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(41) Robert T Cushing........................................................................
Chairman (AMC)/Bd Mbmr (SH)
 11.0
.......................2.0 		X           0 0 0
(42) Joyce M DeFazio........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(43) R Wayne Diesel........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(44) Sharon Duker........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(45) Peter H Elitzer........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(46) Havidan Rodriguez........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(47) Margaret Gillis........................................................................
Vice Chair (AMC)
 6.0
.......................2.0 		X           0 0 0
(48) David Golub........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(49) Doug M Hamlin........................................................................
Vice Chair (AMC)
 6.0
.......................2.0 		X           0 0 0
(50) Peter H Heerwagen........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(51) Carolyn Stefanco........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(52) James O Jackson PhD........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(53) Lillian Moy Esq........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(54) John J Nigro........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(55) John B O'Connor........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(56) Daniel T Pickett III........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(57) Michael H Iacolucci........................................................................
Board Member (AMC & SH)
 11.0
.......................2.0 		X           0 0 0
(58) Janice Smith........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(59) Jeffrey Sperry........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(60) Jeffrey Stone........................................................................
Vice Chair (AMC)/Bd Mbmr (CMH)
 14.0
.......................2.0 		X           0 0 0
(61) Todd B Tidgewell........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(62) Omar Usmani........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(63) Candace King Weir........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(64) Theresa Skaine........................................................................
Chairperson (SH)/Bd Mbmr (AMC)
 11.0
.......................2.0 		X           0 0 0
(65) Ruth H Mahoney........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(66) Morris C Massry........................................................................
Board Member (AMC)
 6.0
.......................2.0 		X           0 0 0
(67) Mary Gail Biebel........................................................................
Board Member (AMC & CMH)
 15.0
.......................2.0 		X           0 0 0
(68) Janice White EdD........................................................................
Board Mbr (AMC)/Secretary (SH)
 11.0
.......................2.0 		X           0 0 0
(69) Carlos Marroquin........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(70) Aisha M Tator........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(71) Wesley Merritt........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(72) Michael Scollins........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(73) Kristin Kirk Meehan........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(74) Eileen Whalen thru 4........................................................................
Board Member (AMC)
 2.0
.......................0.0 		X           0 0 0
(75) Donna Sickler........................................................................
Board Member (CDT)
 2.0
.......................0.0 		X           0 0 0
(76) Claire Parde........................................................................
Vice Chair (CMH)
 8.0
.......................1.0 		X           0 0 0
(77) James Lapenn........................................................................
Treasurer (CMH)
 8.0
.......................0.0 		X   X       0 0 0
(78) Hilla Richardson........................................................................
Secretary (CMH)
 8.0
.......................0.0 		X   X       0 0 0
(79) V Richard Back MD........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(80) Carlee Drummer PhD........................................................................
Board Mmber (CMH beg 11/19)
 8.0
.......................0.0 		X           0 0 0
(81) Kirk Kneller........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(82) Ellen Lagemann........................................................................
Board Mmber (CMH beg 8/19)
 8.0
.......................0.0 		X           0 0 0
(83) John Matthews MD........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(84) Stephen Nelson........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(85) William Palmer........................................................................
Board Mmber (CMH beg 11/19)
 8.0
.......................0.0 		X           0 0 0
(86) Will Pelgrin........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(87) Molly Poleto........................................................................
Board Member (CMH)
 8.0
.......................0.0 		X           0 0 0
(88) Deborah Lans........................................................................
Chair (CMH)
 16.0
.......................0.0 		X   X       0 0 0
(89) Susan L Dake........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(90) Judith A Ekman........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(91) Frank L Messa........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(92) Donna Montalto........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(93) Marianne A Mustafa M........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(94) Alan C Oppenheim........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(95) Thomas J Roohan........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(96) N Keith Stewart........................................................................
Treasurer (SH)
 3.0
.......................0.0 		X           0 0 0
(97) Michael J Toohey........................................................................
Vice Chairperson (SH)
 3.0
.......................0.0 		X           0 0 0
(98) Heather M Ward........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
(99) Michael D West........................................................................
Board Member (SH)
 3.0
.......................0.0 		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 14,173,510 4,049,188 1,416,985
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 MediumBullet1,561
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
AOW Associates Inc,
30 Essex St
Albany,NY12206 		Construction 19,631,174
Community Care Physicians PC,
PO Box 10025
Albany,NY12201 		Medical Mgmt Service 18,200,928
Aramark,
27310 Network Place
Chicago,IL606731273 		Environmental Svcs 9,837,353
CompHealth,
PO Box 972651
Dallas,TX75397 		Staffing Solutions 6,087,356
AMN Healthcare Inc,
PO Box 281923
Atlanta,GA30384 		Staffing Solutions 3,784,351
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet143
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,630,317
d Related organizations1d 15,857,797
e Government grants (contributions)1e 15,684,206
f All other contributions, gifts, grants, and similar amounts not included above1f 38,536,134
g Noncash contributions included in lines 1a - 1f:$ 1g 2,500,495
h Total. Add lines 1a-1f.......MediumBullet 71,708,454
Program Service RevenueAmt Business Code
2a Medical Services 621990 1,925,653,989 1,922,468,158 3,185,831  
b Instruction 611600 43,175,110 43,175,110    
c Research 541700 2,391,753 2,391,753    
d Day Care Fees 611600 2,070,685 2,070,685    
e Food Subsidies 611600 44,909 44,909    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,973,336,446
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 15,790,894   -9,810 15,800,704
4 Income from investment of tax-exempt bond proceedsMediumBullet 49,762     49,762
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   1,414,954 6a
b Less: rental expenses   12,920 6b
c Rental income or (loss) 0 1,402,034 6c
d Net rental income or (loss).......MediumBullet 1,402,034   13,711 1,388,323
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory -1,683,618 105,852,278 7a
b Less: cost or other basis and sales expenses   93,921,856 7b
c Gain or (loss) -1,683,618 11,930,422 7c
d Net gain or (loss).........MediumBullet 10,246,804     10,246,804
8a Gross income from fundraising events (not including $ 1,630,317of contributions reported on line 1c). See Part IV, line 18 ....
8a 266,008
b Less: direct expenses ... 8b 772,580
c Net income or (loss) from fundraising events..MediumBullet -506,572   -506,572
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 936,676
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 681,962 681,962    
Business Code Miscellaneous Revenue
11a Program Service Expense Reim. 812900 25,921,557 25,921,557    
b Contracted Services 621110 11,924,031 11,924,031    
c MISC - CAFE & COFFEE SHOP 722310 8,303,023     8,303,023
d All other revenue .... 15,766,643 7,920,899   7,845,744
e Total. Add lines 11a–11d ...... MediumBullet 61,915,254
12 Total revenue. See instructions.....MediumBullet 2,134,625,038 2,016,599,064 3,189,732 43,127,788
Form 990 (2019)
Form 990 (2019)
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 .... 14,577,606 14,577,606
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 5,984,630 5,984,630
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 12,376,406 3,116,693 9,259,713  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 148,026 148,026    
7 Other salaries and wages........ 876,463,139 841,558,786 32,738,210 2,166,143
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 25,088,262 23,982,060 1,051,146 55,056
9 Other employee benefits ....... 67,652,705 64,300,189 3,188,584 163,932
10 Payroll taxes ........... 56,682,459 53,746,309 2,806,593 129,557
11 Fees for services (non-employees):        
a Management ...... 394,667 394,667    
b Legal ......... 1,114,857 2,247 1,112,610  
c Accounting ........... 494,228   494,228  
d Lobbying ........... 146,084 107,127 38,957  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 2,247,627 35,920 2,211,707  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 97,116,886 90,972,745 6,000,294 143,847
12 Advertising and promotion .... 2,903,950 1,303,622 1,600,239 89
13 Office expenses ....... 44,505,927 37,460,549 6,864,073 181,305
14 Information technology ...... 118,432,394 8,269,038 110,163,356  
15 Royalties .. 0      
16 Occupancy ........... 26,460,927 17,699,713 8,417,582 343,632
17 Travel ............ 4,036,495 3,346,313 552,866 137,316
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 1,297,004 1,200,447 92,620 3,937
20 Interest ........... 25,245,063 17,467,936 7,759,780 17,347
21 Payments to affiliates ....... 168,206,918 131,474,833 36,730,242 1,843
22 Depreciation, depletion, and amortization .. 94,877,728 62,400,216 32,466,404 11,108
23 Insurance ... 31,085,992 28,627,102 2,458,890  
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 Surgical 339,632,918 339,824,576 -191,658  
b Machine Rental & Maintenance 26,431,895 22,963,117 3,369,134 99,644
c Food & General Supplies 21,457,562 20,143,735 1,313,827  
d Drugs & Medicine 9,967,634 9,965,116 2,518  
e All other expenses 21,388,553 17,040,345 4,262,231 85,977
25 Total functional expenses. Add lines 1 through 24e 2,096,418,542 1,818,113,663 274,764,146 3,540,733
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 (2019)
Form 990 (2019)
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 ........ 74,231,114 1 152,393,133
2 Savings and temporary cash investments ......... 248,021,106 2 228,443,016
3 Pledges and grants receivable, net ...... 12,945,084 3 11,523,306
4 Accounts receivable, net ............. 205,286,491 4 227,727,474
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 7,012,844 7 9,143,183
8 Inventories for sale or use ............ 30,689,461 8 32,665,034
9 Prepaid expenses and deferred charges ...... 23,197,501 9 22,414,216
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,899,647,420
b Less: accumulated depreciation 10b 1,104,980,982 761,611,299 10c 794,666,438
11 Investments—publicly traded securities . 71,595,766 11 78,189,009
12 Investments—other securities. See Part IV, line 11 ..... 61,170,143 12 74,454,877
13 Investments—program-related. See Part IV, line 11 .. 291,410,767 13 312,558,378
14 Intangible assets ............... 9,284,353 14 9,520,071
15 Other assets. See Part IV, line 11 ........... 204,042,299 15 204,025,544
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,000,498,228 16 2,157,723,679
Liabilities 17 Accounts payable and accrued expenses ..... 201,950,984 17 213,375,509
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 19,519,877 19 19,706,405
20 Tax-exempt bond liabilities ......... 118,976,974 20 101,658,992
21 Escrow or custodial account liability. Complete Part IV of Schedule D 1,414,421 21 12,238,360
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 414,600,569 23 451,495,397
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 304,742,519 25 313,479,153
26 Total liabilities. Add lines 17 through 25.. 1,061,205,344 26 1,111,953,816
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 758,827,907 27 856,547,108
28 Net assets with donor restrictions ........... 180,464,977 28 189,222,755
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 939,292,884 32 1,045,769,863
33 Total liabilities and net assets/fund balances ........ 2,000,498,228 33 2,157,723,679
Form 990 (2019)
Form 990 (2019)
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
2,134,625,038
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,096,418,542
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
38,206,496
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
939,292,884
5
Net unrealized gains (losses) on investments ...............
5
60,291,760
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
7,978,723
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,045,769,863
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
 
No
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
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
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 instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 40,345,413 43,503,921 51,010,080 43,729,149 49,875,455 228,464,018
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 40,345,413 43,503,921 51,010,080 43,729,149 49,875,455 228,464,018
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).. 7,794,151
6 Public support. Subtract line 5 from line 4. 220,669,867
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 40,345,413 43,503,921 51,010,080 43,729,149 49,875,455 228,464,018
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3,254,894 2,600,681 2,313,402 2,956,890 3,039,255 14,165,122
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 1,873,175 1,700,968 1,398,553 1,604,331 3,699,639 10,276,666
11 Total support. Add lines 7 through 10 252,905,806
12
12
1,695,293,838
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
87.254 %
15
15
87.515 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
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 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  
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 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors
(explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by .035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 0
4 Amounts paid to acquire exempt-use assets 0
5 Qualified set-aside amounts (prior IRS approval required) 0
6 Other distributions (describe in Part VI). See instructions 0
7Total annual distributions. Add lines 1 through 6. 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		 0
9 Distributable amount for 2019 from Section C, line 6 0
10 Line 8 amount divided by Line 9 amount 0 %
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6 0
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		 0
3 Excess distributions carryover, if any, to 2019:
a From 2014.......0
b From 2015.......0
c From 2016.......0
d From 2017.......0
e From 2018.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2019 distributable amount 0
i Carryover from 2014 not applied (see
instructions) 		0
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2019 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4. 0
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		 0
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		 0
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		 0
8 Breakdown of line 7:
a Excess from 2015.....0
b Excess from 2016.....0
c Excess from 2017.....0
d Excess from 2018.....0
e Excess from 2019.....0
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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
Sch A Part I The Albany Medical Center Group Organization consists of the following related organizations with their respective public charity status as follows: Albany Medical Center Hospital - 501(c)(3) 3; Albany Medical Center Hospital is selected as the main filing status for Schedule A. However, the additional members of the group organization are equally important to the charity status. Saratoga Hospital - 501(c)(3) 3; Saratoga Hospital is a Part I Selection 3 organization. Columbia Memorial Hospital - 501(c)(3) 3; Columbia Memorial Hospital is a Part I Selection 3 organization. Albany Medical College - 501(c)(3) 2; The College is an organization that would be selected as a Part I selection 2 school. The charity data for the Colleges activities is included in Schedule A Part II. Albany Medical Center Kidskeller - 501(c)(3) 2; Kidskeller is an organization that would be selected as a Part I selection 2 school. Albany Medical Center Foundation - 501(c)(3) 7; The Foundation is a Part I selection 7 organization. The charity data for the Foundation activities is included in Schedule A Part II. Center for Donation and Transplant - 501(c)(3) 12a; CDT is an organization that would be selected as a Part I selection 12a supporting organization of Albany Medical College.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


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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
2019
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Albany Medical Center Group
Organization 		Employer identification number
47-3869194
Part I
Contributors
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Albany Medical Center Group
Organization 		Employer identification number

47-3869194
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Albany Medical Center Group
Organization 		Employer identification number

47-3869194
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) (2019)

Additional Data


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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
2019
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
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
146,084
j
Total. Add lines 1c through 1i ....................................................................................................
146,084
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
Sch C Part II-B Line 1i The organization belongs to several hospital associations for which a portion of the membership dues are used for lobbying activities.
Schedule C (Form 990 or 990EZ) 2019


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 instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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 ......... 1  
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........ 33,106  
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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 .... 142,357,866 133,281,069 115,416,968 113,127,807 118,822,311
b Contributions ... 4,371,193 27,634,845 4,238,365 2,468,431 2,144,936
c Net investment earnings, gains, and losses 25,702,476 -10,830,814 19,921,770 5,923,667 -1,857,540
d Grants or scholarships ... 2,246,961 2,179,003 2,055,177 1,982,780 1,929,575
e Other expenditures for facilities
and programs ... 		7,241,782 5,548,231 4,240,857 4,120,157 4,052,325
f Administrative expenses ....          
g End of year balance ...... 162,942,792 142,357,866 133,281,069 115,416,968 113,127,807
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet22.250 %
b
Permanent endowment SchDMd Bullet74.100 %
c
Term endowment SchDMd Bullet3.650 %
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 .....   20,112,704 20,112,704
b Buildings ....   1,025,525,904 506,306,045 519,219,859
c Leasehold improvements   11,949,435 9,094,870 2,854,565
d Equipment ....   637,889,636 500,416,699 137,472,937
e Other .....   204,169,741 89,163,368 115,006,373
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 794,666,438
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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)ENDOWMENT & OTHER PROGRAMS 171,331,131 F
(2)BOND 31,061,116 F
(3)SELF-INSURANCE 101,771,610 F
(4)CHARITABLE TRUSTS 5,520,535 F
(5)OTHER INVESTMENTS - SH 15,001 F
(6)OTHER PROGRAM RELATED CMH 2,858,985 F
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 312,558,378
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)INTERCOMPANY 93,112,371
(2)CURRENT 8,129,099
(3)NON-CURRENT 26,375,399
(4)PENSION 10,758,730
(5)INVESTMENT IN BENEFIT PLANS 1,829,565
(6)RIGHT OF USE - OPERATING LEASE 10,206,516
(7)OTHER ASSETS - PORTFOLIO 42,851
(8)DUE FROM SC FOUNDATION 2,432,763
(9)GOODWILL 1,381,134
(10)CASH SURRENDER VALUE 267,478
(11)OTHER ASSETS - SARATOGA 69,586
(12)INVESTMENT IN JV 1,836,184
(13)ROU ASSETS - OPERATING LEASES 32,237,425
(14)INTERINSTITUTIONAL RECEIVABLE 14,576,443
(15)GUILD - ROU ASSETS - OP LEASE 770,000
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 204,025,544
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 -221,325
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 313,479,153
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) 2019

Schedule D (Form 990) 2019
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  
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  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Sch D Part IV Line 2b Explanation of Escrow Account Liability Gift annuities
Sch D Part V Line 4 Albany Medical Center College The College's endowment consists of approximately 320 individual funds established for a variety of purposes including both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. The College has a spending rate policy to provide a predictable stream of funding to the programs supported by its endowments. This policy calls for a weighted average calculation of the endowment market value over the past thirteen quarters. 5% (annual) of this weighted average is then allocated to the programs supported for use in accordance with the endowed restrictions. The calculation and allocation of funds occurs on a quarterly basis. Spending from the endowments is restricted for various purposes. A significant portion of the endowment funds are used to provide scholarships and financial assistance to medical students. Other uses of the endowments include, but are not limited to, creation and funding of department chairs and professorships, support for research activities and support for fellowships. Columbia Memorial Hospital Columbia Memorial Hospital has received endowment funds with restrictions for a variety of purposes, including both donor-restricted funds and funds designated by the Board of Trustees to function as endowments. All donor restricted funds are expended consistent with the donors intent when a need arises. Board designated endowment funds are not restricted for any purpose, and are spent at the discretion of the Trustees. All endowment funds are used to support hospital projects or operations. Saratoga Hospital PERMANENT ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT SPECIFIC PROGRAMS, SUCH AS THE COMMUNITY HEALTH CENTER OR GENERAL OPERATIONS OF THE HOSPITAL. BOARD-DESIGNATED ENDOWMENT FUNDS ARE NOT RESTRICTED FOR ANY SPECIFIC PURPOSE AND CAN BE USED TO SUPPORT HOSPITAL PROJECTS OR OPERATIONS AT THE DISCRETION OF THE BOARD OF TRUSTEES. The Permanent Endowment spending Policy allows for a spending rate of 5% of the average trailing quarterly fair market value of permanent endowment funds over the previous 20 quarters, subject to Board of Trustees approval. The overall permanent endowment assets, and any unexpended earnings thereon, are allocated to various donor-specified purposes based on original donor gifts. The spending policy is then applied to permanent endowment assets allocated to each donor-specified purpose in order to determine spending for each donor-specified purpose.
Sch D Part X Line 2 With the exception of Madison Avenue Services Corporation, Albany Med Subs, Albany Medical Park South I, LLC and Better Health of Northeast New York, Inc. all entities comprising the System are not-for-profit corporations under Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes pursuant to Section 501(a) of the Code. Better Health of Northeast New York, Inc. is a 501(c)(6). Income taxes associated with Madison Avenue Services Corporation are not material to the combined financial statements. In addition, Albany Medical Park South I, LLC and Albany Med Subs, are limited liability companies which are disregarded entities for income tax purposes. The System recognizes income tax positions when it is more-likely than-not that the position will be sustainable based on the merits of the position. Management has concluded that there are no uncertain tax positions that need to be recorded at December 31, 2019 and 2018.
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2019Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2019)
Schedule E (Form 990 or 990EZ) (2019)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
Sch E - Reporting Schools Schedule E is being completed for the following subordinate organizations of the Albany Medical Center Group Organization. These subordinates are schools described in section 170(b)(1)(A)(ii). - Albany Medical College - Albany Medical Center Kidskeller
Sch E Part I Line 3 Nondiscriminatory Policy School: Albany Medical College The racially nondiscriminatory policy is published in the Albany Medical College Handbook and indicated in newspaper advertisements. School: Albany Medical Center Kidskeller Albany Medical Center Kidskeller answers in the negative to this question because it does not currently publish its racially nondiscriminatory policy through a newspaper. However, the organization draws its students from local communities, follows a racially nondiscriminatory policy as to students and the organization includes a racially nondiscriminatory policy as to students in all its brochures and catalogues dealing with student admissions, programs, and scholarships.
Sch E Part I Line 4d Solicitation of Contributions School: Albany Medical Center Kidskeller Albany Medical Center Kidskeller answers in the negative to this question because it does not solicit contributions. In all its brochures and catalogues dealing with student admissions, programs, and scholarships.
Sch E Part I Line 6a Explanation of Aid or Assistance from Governmental Agency School: Albany Medical College Albany Medical College participates in the direct loan program as well as operates certain other federally funded financial aid programs. School: Albany Medical Center Kidskeller Albany Medical Center Kidskeller participates in the USDA Food Subsidy Program.
Schedule E (Form 990 or 990-EZ) (2019)
Additional Data


Software ID:  
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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Investments   16,015,812
North America     Investments   21,418,316
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....     37,434,128
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     37,434,128
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Sch F Part I Line 3(f) Method of Accounting The accounting method is Fair Market Value. Investments & Expenditures per Region The amounts are entirely investments.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Telethon/Radio
(event type) 		(b) Event #2

Dance in Woods
(event type) 		(c) Other events

6
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
992,717
348,828
554,780
1,896,325

2
Less: Contributions . . . .
948,381
231,128
450,808
1,630,317
3 Gross income (line 1 minus
line 2) . . . . . .
44,336
117,700
103,972
266,008



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 374,839 227,644 170,097 772,580
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 772,580
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -506,572
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
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
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
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) . . . 		    11,949,447 1,159,588 10,789,859 0.660 %
b Medicaid (from Worksheet 3, column a) . . . . .     301,568,753 247,391,081 54,177,672 3.310 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     290,182   290,182 0.020 %
d Total Financial Assistance and Means-Tested Government Programs . . . . .     313,808,382 248,550,669 65,257,713 3.990 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 8 32,935 6,332,315 2,778,241 3,554,074 0.220 %
f Health professions education (from Worksheet 5) . . . 5 497 74,446,558 12,909,979 61,536,579 3.760 %
g Subsidized health services (from Worksheet 6) . . . .     26,930,866 19,064,142 7,866,724 0.480 %
h Research (from Worksheet 7) .     7,589,715 1,508,982 6,080,733 0.370 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     60,081   60,081  
j Total. Other Benefits . . 13 33,432 115,359,535 36,261,344 79,098,191 4.830 %
k Total. Add lines 7d and 7j . 13 33,432 429,167,917 284,812,013 144,355,904 8.820 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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     25,000   25,000  
3 Community support     74,626 40,000 34,626  
4 Environmental improvements            
5 Leadership development and
training for community members		            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     722,427   722,427 0.040 %
9 Other     1,444,442   1,444,442 0.090 %
10 Total     2,266,495 40,000 2,226,495 0.130 %
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 Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
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
 
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
 
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
347,122,640
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
370,648,538
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-23,525,898
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 %
1Tri-Way Intervention
  		Rental of Vascular Equipment 33 %   33 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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?3Name, 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 Albany Medical Center Hospital
43 New Scotland Avenue
Albany,NY12208
www.amc.edu
010100H 		X X X X X X X     1
2 Saratoga Hospital
211 Church Street
Saratoga Springs,NY12866
www.saratogahospital.org
4501000H 		X X         X     2
3 Columbia Memorial Hospital
71 Prospect Avenue
Hudson,NY12534
www.columbiamemorialhealth.org
1001000H 		X X         X     3
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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)
ALBANY MEDICAL CENTER HOSPITAL
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 19
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 Yes  
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 Yes  
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 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SAME AS LINE 7A
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) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
ALBANY MEDICAL CENTER HOSPITAL
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
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
ALBANY MEDICAL CENTER HOSPITAL
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 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
ALBANY MEDICAL CENTER HOSPITAL
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) 2019
Schedule H (Form 990) 2019
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)
SARATOGA HOSPITAL
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 19
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 Yes  
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 Yes  
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 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SAME AS LINE 7A
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) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
SARATOGA HOSPITAL
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
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
SARATOGA HOSPITAL
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 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
SARATOGA HOSPITAL
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) 2019
Schedule H (Form 990) 2019
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)
Columbia Memorial Hospital
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 19
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 Yes  
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 Yes  
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 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SAME AS LINE 7A
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) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Columbia Memorial Hospital
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
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
Columbia Memorial Hospital
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 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Columbia Memorial Hospital
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) 2019
Schedule H (Form 990) 2019
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, 20a, 20b, 20c, 20d, 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
Sch H Part V Line 5 Account Input from Person Who Represent the Community Albany Medical Center, Columbia Memorial Health, and Saratoga Hospital comprised the Albany Med Health System in 2019 (a new affiliate hospital joined the system in 2020). Each of our hospitals have a proud and long tradition caring for our communities in New York States Capital Region. Albany Medical Center, Columbia Memorial Health, and Saratoga Hospital are active and involved member organizations of the Healthy Capital District Initiative (HCDI). A Community Health Needs Assessment (CHNA) was conducted by HCDI in 2019 in collaboration with numerous regional partners, including the regions hospitals and local health departments. Engaging the community in the health needs assessment process was a priority of HCDI and its stakeholders. Broad community engagement began with participation in the community health survey. Over 1,200 residents of the Capital Region were surveyed, with input from over 90 organizations to determine the most pressing health needs for the six county Capital Region. The surveys offered multiple choice and open-ended questions to learn about residents health needs, health behaviors and barriers to care. Demographic information collected by the survey allowed review of information by age, gender, race/ethnicity and income. Survey results were incorporated into the examination of health needs by the members of the four Capital Region Public Health Prioritization Workgroups, bucketed by regions within the 6 counties (the four regional workgroups: Albany-Rensselaer, Columbia-Greene, Saratoga, and Schenectady). The Workgroups included community voices through representatives from consumers; community-based organizations that serve low-income residents, the homeless, those with HIV/AIDS; advocacy groups; employers; public health departments; providers; and health insurers. Participants were encouraged to share data of their own and to advocate for the needs of their constituents. While all health institutions serve high need individuals, two federally qualified health centers, as well as Food Pantries of the Capital District, United Way of the Capital Region, Interfaith Partnership for the Homeless, and our consumer community representatives have unique access to medically underserved residents, and brought that unique perspective to this needs assessment.
Sch H Part V Line 6a List Other Hospital Facilities that Jointly Conducted Needs Assessment All hospitals located within the defined 6-county Capital Region participated in the collaborative process of assessing the health needs of the community. They include: Albany Medical Center, Columbia Memorial Hospital, Ellis Medicine, Saratoga Hospital, and St. Peters Health Partner hospitals.
Sch H Part V Line 6b CHNA Conducted by Organizations Other Than Hospital Many businesses, community based organizations, advocacy groups, health insurers, and others participated in the CHNA; because of the local nature of some of the organizations, the list of participants varied among each of the regional workgroups (Albany-Rensselaer Counties, Columbia-Greene Counties, Saratoga County, Schenectady County). A full list of organizations playing a part in the Albany-Rensselaer County Prioritization Workgroup, of which Albany Medical Center was a leading member, can be found on page 32 of the 2019 HCDI Community Health Needs Assessment (HCDI CHNA): http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf. Columbia Memorial Health was a leading member in the Columbia-Greene Prioritization Workgroup. Additional participating organizations can be found on page 34 of the HCDI CHNA: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf. Saratoga Hospital, a lead member of the Saratoga County Prioritization Workgroup, worked with approximately 2 dozen partners the full list of which can be found on page 37 of the HCDI CHNA: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf.
Sch H Part V Line 7 Line 7a Facility: Albany Medical Center The hospital's CHNA is posted at the following website: https://www.amc.edu/Community-Health-Needs-Assessment-and-Implementation-S trategy/index.cfm Facility: Saratoga Hospital The hospital's CHNA is posted at the following website: https://www.saratogahospital.org/classes/communityhealthneedsassessment Facility: Columbia Memorial Hospital The hospital's CHNA is posted at the following website: https://www.columbiamemorialhealth.org/patients-and-visitors/community-hea lth/ Line 7d Description of Making Needs Assessment Widely Available Facility: Albany Medical Center Hospital - Albany Med's newsletter 'Albany Med Today', distributed to employees, donors, public - Albany Med Board of Directors Board Portal - Shared with local government officials and other members of our community when requested - Copies are furnished upon request Facility: Columbia Memorial Hospital - Electronic copies are distributed to all members of the Columbia-Greene Healthy People Partnership, who are encouraged to further redistribute the information - Electronic copies are also distributed to local elected officials and to state elected officials representing Columbia and/or Greene Counties - The document is posted on each of the Planning Partners websites - Copies are furnished upon request Facility: Saratoga Hospital - Presented to local Saratoga Health Council in conjunction with Saratoga County Public Health - Distributed electronic copies to all community-based organizations that are members of the Saratoga Health Council - Plan is part of Saratoga Countys website - Copies are furnished upon request
Sch H Part V Line 11 Significant Health Needs Identified A description of the method by which the Capital Region Prioritization Workgroups selected the most significant health needs within each of the 4 regions (Albany-Rensselaer Counties, Columbia-Greene Counties, Saratoga County and Schenectady County) can be found on pages 30-31 in the HCDI CHNA: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf. Each workgroup held several meetings, where members offered insight, feedback, raised concerns, asked questions, and offered varying perspectives on each of the health needs discussed. During their final meetings, workgroups selected the most significant health priorities within their regions. Among the workgroups in which Albany Medical Center, Columbia Memorial Hospital, and Saratoga Hospital were leading participants, chronic disease and mental health initiatives received the greatest number of votes due to their impact on many people in the most significant ways, both directly and indirectly, and through their influence on other health conditions. They are also largely preventable and contribute most significantly to the cost of health care. The groups priorities also reflect the participating entities abilities to effectively align resources to make the most positive impact on their communities. A summary of the processes by the Prioritization Workgroups in which Albany Medical Center, Columbia Memorial Health, and Saratoga Hospital participated can be accessed via these links: Albany-Rensselaer County Prioritization Work Group: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf pages 31-33 Columbia-Greene Counties Prioritization Work Group: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf pages 34-35 Saratoga County Prioritization Work Group: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf 37-38 Albany-Rensselaer Counties Prioritization Workgroup Albany and Rensselaer Counties selected the following Prevention Agenda Priority Areas: - Reduce Obesity and Prevent Diabetes - Prevent/Control Asthma, Prevent Tobacco Use - Prevent Mental Disorders Existing task forces will have their scopes modified, or new task forces will be established to develop and implement Community Health Improvement Plan interventions for each of the priority areas selected. For example, the existing Obesity-Diabetes Task Force will review and revise their efforts to prevent obesity and type 2 diabetes, and help patients learn how to self-manage and live a healthy lifestyle. Asthma/tobacco prevention strategies task force will work with existing efforts of Healthy Neighborhood Programs, Delivery System Reimbursement Incentive Payment Program (DSRIP) Performing Provider Systems (PPS), Green and Healthy Homes Initiative, and, Capital District Tobacco-Free Communities, who currently partners with the Albany County Strategic Alliance for Health, as well as the Asthma Coalition of the Capital Region. Addressing mental health will require collaboration with both Albany and Rensselaer counties Departments of Mental Health. Mental health interventions may also integrate DSRIP (Delivery System Reimbursement Incentive Payment Program), PPS and health homes. Albany Medical Center, specifically, will provide the staff, facilities, resources and budget necessary to carry out initiatives as outlined in their Implementation Strategy, found on pages 29-35 in the Albany Medical Center Community Health Needs Assessment and Community Health Improvement Plan 2019-2021: https://www.amc.edu/aboutus/upload/Albany-Med-Community-Health-Needs-Asses sment-and-Community-Service-Plan_2019-2021.pdf. Columbia-Greene Counties Prioritization Workgroup Columbia and Greene Counties selected the following Prevention Agenda Priority Areas: - Reduce Obesity and Prevent Diabetes - Prevent Substance Abuse and Support Mental Emotional and Behavioral Disorders (MEB) screening and treatment The Greene County Mobilizing for Action through Planning and Partnerships (MAPP) community group and the Columbia County Public Health Leadership group will support the development of a joint-county task force for each Priority Area. Community health partners who work in each respective priority area will comprise each Priority Area-focused task force. Each task force will meet on a monthly basis and community partners responsible for priority area actions will provide updates on ongoing and projected activities and interventions. The task forces will be responsible for alignment and guidance of all countywide activities related to each Priority Area. Columbia Memorial Hospital will provide the resources necessary to support the selected initiatives, as outlined in their Implementation Strategy, on pages 4-6, 9, and 12-14 of the Appendix within the Columbia Memorial Health Community Health Needs Assessment and Community Health Improvement Plan 2019-2021: https://www.columbiamemorialhealth.org/wp-content/uploads/2020/07/C-G-CHNA -IS-CHIP-CSP-Complete-with-Appendices.pdf. Saratoga County Prioritization Workgroup Saratoga County selected the following Prevention Agenda Priority Areas: - Reduce Obesity - Prevent Substance Abuse Disorders (including opioids) To address needs identified in the CHNA, Saratoga Hospital will engage key community partners in implementing evidence-based strategies across Saratoga County. Acknowledging that many organizations and resources are in place to address the health needs of the community, Saratoga Hospital has strategically reviewed both internal and external resources. Saratoga Hospital will provide the staff, facilities, resources and budget necessary to address the selected priorities, as outlined in their Community Health Needs Assessment Implementation Strategy 2019-2021. The details of the Implementation Strategy begin on page 17: https://www.saratogahospital.org/resources/filebrowser/PDFs/2019%20CSP%20a nd%20Implementation%20Strategy%20Final%20Approved.pdf Needs not being addressed in the Implementation Strategies During the prioritization processes, many health needs were selected by the prioritization workgroups as important to address. While there was commonality among many of the pressing health needs, there were also regional differences. The health priorities of Albany and Rensselaer Counties, Columbia and Greene Counties, Saratoga County, and Schenectady County are being addressed largely by hospitals, local health departments, and other organizations within their respective communities. Albany and Rensselaer Counties Albany Med Health System partner Albany Medical Center, with Albany County and Rensselaer County Departments of Health and St. Peters Health Partners, are taking the lead on aligning efforts around mutually selected priority areas. If and when feasible, partners Columbia Memorial Hospital and Saratoga Hospital will assist with the implementation of the Albany-Rensselaer Workgroups initiatives. Columbia and Greene Counties Albany Med Health System partner Columbia Memorial Hospital, with Greene County Public Health and Columbia County Department of Health is taking the lead on aligning efforts around mutually selected priority areas. If and when feasible, Albany Medical Center and Saratoga Hospital will assist with the implementation of the Workgroups initiatives. Saratoga County Albany Med Health System partner Saratoga Hospital, with Saratoga County Department of Health is taking the lead on aligning efforts around mutually selected priority areas. If and when hen feasible, Albany Medical Center and Columbia Memorial Hospital will assist with the implementation of the Workgroups initiatives. Schenectady County Schenectady County Public Health Services, Ellis Medicine and Sunnyview Rehabilitation Hospital are taking the lead to address the priority areas selected for this region. They have also been working closely with other Schenectady Partners through the Schenectady Coalition for Healthy Communities (SCHC). When feasible, Albany Medical Center, Columbia Memorial Hospital, and/or Saratoga Hospital will assist with the implementation of the Workgroups initiatives.
Sch H Part V Line 13h Other Factors Used in Determining Amounts Charged Patients Facility: Albany Medical Center Hospital The organization also uses residency as a determining factor. For patients that reside outside the service area, available services to that patient in their service area is also a factor. Facility: Saratoga Hospital Additional eligibility criteria for the Hospitals Financial Assistance Policy include the following: -Homeless patients are automatically eligible for financial assistance. -Services provided to patients filing for Chapter 7 bankruptcy protection are eligible for financial assistance. -Services provided to patients who have since died and have no known estate are eligible for financial assistance.
Sch H Part V Line 15e Other Actions Taken Before Any Collection Actions Facility: Saratoga Hospital In accordance with the Hospitals Financial Assistance Policy, the Hospital may require patients to apply for Medicaid or other publicly sponsored insurance programs. The Hospital provides resources to assist patients with the Medicaid application process. As part of this process, Medicaid may require the patient to make a payment to the Hospital, known as a 'spend-down amount,' as a condition for Medicaid approval. Any payments the patient is required to make to the Hospital including, but not limited to, the spend-down amount and co-pay and/or deductible amounts are eligible for coverage under the Financial Assistance Policy. Sch H Part V Line 16a, 16b, and 16c Facility: Albany Medical Center The Hospital's financial assistance policy, applicable, and plain language summary are posted at the following website: www.amc.edu/pbs Facility: Saratoga Hospital The Hospital's financial assistance policy, applicable, and plain language summary are posted at the following website: https://www.saratogahospital.org/patients-visitors/patients/billing/financ ial-assistance Facility: Columbia Memorial Hospital The Hospital's financial assistance policy, applicable, and plain language summary are posted at the following website: https://www.columbiamemorialhealth.org/financial-assistance/
Sch H Part V Line 20d Other Billing Determination of Individuals Without Insurance Facility: Saratoga Hospital The Hospital does not current have a process for assessing patients' presumptive eligibility for benefits under the Hospitals Financial Assistance Policy.
Sch H Part V Line 20e Other Actions Taken Before Any Collection Actions Facility: Albany Medical Center Hospital The organization performs one last check for payor eligibility on accounts greater than $1,500.
Sch H Part V Line 22d Other Billing Determination of Individuals Without Insurance Facility: Albany Medical Center Hospital Albany Medical Center utilizes the federal poverty guidelines to ensure patients are presumptively eligible, along with residence requirements. Based on family income and family members, Albany Medical Center utilizes a sliding scale calculation method to determine the amounts to bill the patient, and ultimately the amount to be paid by the patient.Charges are capped at the Medicare rates for inpatient and outpatient services.
Sch H Part V Facility: Albany Medical Center Albany Medical Center Hospital has one facility with two locations.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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?93
Name and address Type of Facility (describe)
1 Albany Medical Center Hospital South
25 Hackett Blvd
Albany,NY12208 		Second location of Albany Medical Center Hospital
2 Albany Med HIV Medicine
1 Clara Barton Drive
Albany,NY12209 		HIV Medicine, Psychiatry
3 Park South Medical Office Building
391 Myrtle Avenue
Albany,NY12208 		Vascular Surgery, Neurology (Pediatric), Ob/GY, Neurosurgery, Behavioral,
4 Surgeons Pavilion
50 New Scotland Avenue
Albany,NY12208 		Surgery - ENT Adult, Plastic, Pediatric, General, Cardiothoracic
5 Albany Med Malta
6 Medical Park Drive Suite 203
Ballston Spa,NY12020 		Multispeciality Clinic
6 Albany Med EmUrgentCare - Brunswick
730 Hoosick Road
Brunswick,NY12180 		EmUrgentCare
7 Albany Med EmUrgentCare - Coxsackie
11835 Route 9W
West Coxsackie,NY12192 		EmUrgentCare
8 Albany Med EmUrgentCare - Glenmont
329 Glenmont Road
Glenmont,NY12077 		EmUrgentCare
9 Albany Med EmUrgentCare - Glenville
115 Saratoga Road
Glenville,NY12302 		EmUrgentCare
10 Albany Med EmUrgentCare - Mechanicville
7 Price Chopper Plaza
Mechanicville,NY12118 		EmUrgentCare
11 Albany Med EmUrgentCare - Niskayuna
1769 Union Street
Niskayuna,NY12309 		Urgent Care, Ambulatory Care Ctr, Community GI, General Srgry, Multispecialty, OB/GYN
12 Albany Med Saratoga
377 Church Street 2nd Floor
Saratoga Springs,NY12866 		Vascular Surgery
13 Albany Med EmUrgent Care - Saugerties
2976 Route 9W
Saugerties,NY12477 		EmUrgentCare
14 Albany Med EmUrgent Care - Colonie
98 Wolf Road Suite 16
Albany,NY12205 		EmUrgentCare
15 Albany Med North Greenbush
101 Jordan Road Suite 201
Troy,NY12180 		Multispeciality Clinic
16 Albany Med Latham
713 Troy-Schenectady Road Suite 30
Latham,NY12110 		Multispeciality Clinic
17 Albany Med Washington Ave
1365 Washington Avenue Suite 200
Albany,NY12206 		Sleep Disorders Institute, Multispecialty Clinic
18 Albany Med Neurology
101 Jordan Road Suite 102
Troy,NY12180 		Neurology
19 Albany Med Neurology
1365 Washington Avenue Suite 100
Albany,NY12206 		Neurology
20 Albany Med Endocrinology
1365 Washington Avenue Suite 100
Albany,NY12206 		Endocrinology
21 Allergy Asthma and Immunology
176 Washington Avenue Extension
Albany,NY12203 		Allergy
22 Albany Med (Valatie)
1301 River Street Suite 101
Valatie,NY12184 		Multispecialty Clinic, Surgery Multispecialty
23 Albany Med Internal Medicine
178 Washington Avenue Extension
Albany,NY12203 		Internal Medicine
24 Albany Med Neurology
1783 Route 9 Suite 205
Clifton Park,NY12065 		Neurology, Urology
25 Albany Med ENT
1783 Route 9 Suite 207
Clifton Park,NY12065 		Surgery - ENT
26 WIC Program
220 Green Street
Albany,NY12202 		OB/GYN, WIC (Women, Infants, & Children's Program)
27 Albany Med Clifton Park
453 Route 146 Suite 204
Clifton Park,NY12065 		Multispeciality Clinic
28 Albany Med Clifton Park Crossing Blvd
3 Crossing Boulevard Suite 2
Clifton Park,NY12065 		Multispeciality Clinic
29 Albany Med Delmar
250 Delaware Avenue Suite 202
Delmar,NY12054 		Multispeciality Clinic
30 Albany Med Gastroenterology
3757 Carman Road
Schenectady,NY12303 		Gastroenterology, Urology
31 Albany Med Saratoga Surgery
381 Church Street 1st Floor
Saratoga Springs,NY12866 		General Surgery
32 Albany Med Poughkeepsie
243 North Rd Suite 204
Poughkeepsie,NY12601 		Vascular Surgery
33 Albany Med EmUrgentCare - Clifton Park
989 Route 146
Clifton Park,NY12065 		EmurgentCare
34 Albany Med Pediatrics
100 Great Oaks Boulevard Suite 103
Albany,NY12203 		Community Pediatrics
35 Albany Med Thoracic Surgery
7 Southwoods Boulevard
Albany,NY12211 		Cardothoracic
36 North Country OBGYN
90 South Street
Glens Falls,NY12801 		OB/GYN
37 Albany Med Cardiology
2524 Route 9W
Ravena,NY12143 		Cardiology
38 Albany Med Kingston
117 Marys Ave Suite 202
Kingston,NY12401 		Vascular Surgery Peds Cardiology
39 Albany Med EmUrgentCare - Latham
1019 New Loudon Road
Latham,NY12047 		EmUrgentCare, Pediatrics
40 Albany Med EmUrgentCare - Rotterdam
1400 Altamont Avenue
Rotterdam,NY12303 		EmUrgentCare
41 Albany Med EmUrgentCare - Guilderland
5 New Karner Road
Guilderland,NY12084 		EmUrgentCare
42 Albany Med Vascular Surgery
102 Park Street
Glens Falls,NY12801 		Vascular Surgery
43 Albany Med Vascular Surgery
1201 Nott Street Suite 202
Schenectady,NY12308 		Vascular Surgery
44 Albany Med Vascular Surgery
1250 Riverfront Center Suite 2420
Amsterdam,NY12010 		Vascular Surgery
45 16 New Scotland Avenue
16 New Scotland Avenue 2nd Floor
Albany,NY12208 		Medicine - Pulmonary and Rheumatology
46 Albany Med Pediatrics
22 New Scotland Avenue
Albany,NY12208 		Pediatrics, Psychiatry
47 Albany Med Urology
2200 Rosa Road
Schenectady,NY12309 		Surgery - Urology
48 Albany Med Bariatric Surgery
99 Delaware Avenue
Delmar,NY12054 		Surgery - Bariactrics
49 Wilton Medical Arts
3040 - 3050 Route 50
Saratoga Springs,NY12866 		Urgent Care/Imaging/Lab Svcs/Pain Mgmt/Family Med/Ambulatory Surgery
50 Malta Med Emergent Care
6 Medical Park Drive
Malta,NY12020 		Urgent Care/Lab Svcs/Family Med/Hematology/Oncology/Imagin g/Infusion/Cardiology
51 Regional Therapy Center at Care Lane
6 Care Lane
Saratoga Springs,NY12866 		Rehabilitation (OT/PT)/Nephrology/Neurology
52 Regional Therapy Center at the Springs
9 Hampstead Place Suite 107
Saratoga Springs,NY12866 		Rehabilitation (OT/PT)
53 Regional Therapy Center at Washington St
225 Washington Street
Saratoga Springs,NY12866 		Rehabilitation (OT/PT)
54 Saratoga Medical Oncology Hematology
3 Care Lane
Saratoga Springs,NY12866 		Oncology Hematology
55 Saratoga Midwifery-Women's Primary Care
665 Saratoga Road
Wilton,NY12831 		Midwifery, Women's Primary Care, and Endocrinology
56 Scotia-Glenville Family Medicine
112 Charlton Road
Ballston Lake,NY12019 		Family Medicne
57 Saratoga Community Health Center
24 Hamilton Street
Saratoga Springs,NY12866 		Family Medicine/Dentistry/Internal Medicine/Mental
58 Corporate Health Services
2388 Route 9
Malta,NY12020 		Corporate Health Services
59 Regional Therapy Center at Malta Commons
100 Saratoga Village Blvd Suite 34
Ballston Spa,NY12020 		Rehabilitation (OT/PT)
60 Milton Health Center
510 Geyser Road
Ballston Spa,NY12020 		Family Medicine/Physical Therapy/Rehabilitation (OT/PT)
61 Saratoga Regional Urology Associates
19 West Avenue Suite 103
Saratoga Springs,NY12866 		Urology/Sleep Lab/Pulmonary Medicine
62 Saratoga Ctr Gen & Minimally Inv Surgery
1 West Avenue Suite 125
Saratoga Springs,NY12866 		Minimally Invasive Surgery/Bariatric Surgery
63 Saratoga Family Health
119 Lawrence Street
Saratoga Springs,NY12866 		Family Medicine/Podiatry
64 Schuylerville Family Health
200 Broad Street
Schuylerville,NY12871 		Family Medicine
65 Galway Family Health
5344 Sacandaga Road PO Box 190
Galway,NY12074 		Family Medicine
66 Cardiology Specialty Services
254 Church Street 2nd Floor
Saratoga Springs,NY12866 		Cardiology
67 Mechanicville Primary Care
202 S Central Ave
Mechanicville,NY12118 		Primary Care
68 Sports Medicine
8 Medical Park Drive
Malta,NY12020 		Sports Medicine
69 Mechanicville Primary Care
2911 Route 9
Ballston Spa,NY12020 		Primary Care
70 Greene Medical Arts Bldg - GMI
159 Jefferson Heights
Catskill,NY12414 		O/P Medical Imaging Services
71 Greene Medical Arts Bldg - Family Care
159 Jefferson Heights
Catskill,NY12414 		O/P Family Care Practices
72 Greene Medical Arts Bldg - Specialty
159 Jefferson Heights
Catskill,NY12414 		O/P (Womens Hlth, Psych, Ortho, Draw)
73 Greene Medical Arts Bldg - Specialty
159 Jefferson Heights
Catskill,NY12414 		O/P (Cardio, Sleep Ctr, Peds, Nephrology)
74 Columbia Medical Complex - Imaging
67 Prospect Avenue
Hudson,NY12534 		O/P Medical Imaging Services
75 Columbia Medical Complex - Specialty
67 Prospect Avenue
Hudson,NY12534 		O/P (Endo, Cardio, Nephro, Urology, Psych)
76 Columbia Medical Complex - Specialty
67 Prospect Avenue
Hudson,NY12534 		O/P (Bone & Joint, Spine, Rheumatology)
77 Columbia Medical Complex - Specialty
67 Prospect Avenue
Hudson,NY12534 		O/P (Women's Health & Surgery)
78 Columbia Medical Complex - Surg Assoc
67 Prospect Avenue
Hudson,NY12534 		O/P Surgical Practice
79 Columbia Medical Complex - Family Care
67 Prospect Avenue
Hudson,NY12534 		O/P Family Care Practices
80 Columbia Memorial Bone & Joint
23 Fish and Game Road
Hudson,NY12534 		O/P (Ortho, PT & OT)
81 Columbia Memorial Valatie Campus
OSJ Plaza - 2827 Route 9
Valatie,NY12184 		O/P (Rapid Care, Family Care, Draw)
82 Valatie Medical Arts Building - Imaging
1301 River Street
Valatie,NY12184 		O/P Medical Imaging Services
83 Valatie Medical Arts Building - Spec
1301 River Street
Valatie,NY12184 		O/P Cardiology
84 Valatie Medical Arts Building - Fam Care
1301 River Street
Valatie,NY12184 		O/P Family Care Practice
85 Columbia Memorial Pediatrics
813 Warren Street
Hudson,NY12184 		O/P Pediatric Services
86 Callan Family Care Center
358 Mountain View Road
Copake,NY12516 		O/P Family Care Practice
87 Chatham Family Care Center
31 Dardess Drive
Chatham,NY12037 		O/P Family Care Practice
88 Broadway Family Care Center
7385 South Broadway
Red Hook,NY12571 		O/P Family Care Practice
89 Cairo Family Care Center
4383 Route 23
Cairo,NY12413 		O/P Family Care Practice
90 Windham Medical Care
345 State Route 296
Hensonville,NY12439 		O/P Family Care Practice
91 Coxsackie Medical Care
9 Law Street
West Coxsackie,NY12192 		O/P Family Care Practice
92 CMH Dental Van
71 Prospect Avenue
Hudson,NY12534 		Mobile Care Unit
93 CMH Rapid Care - Copake
283 Mountain View Road
Copake,NY12516 		O/P Rapid Care
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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
Sch H Part I Line 6a Related Organization Community Benefit Report All Schedule H disclosures reference the Albany Medical Center organization, of which Albany Medical Center Hospital, Saratoga Hospital, and Columbia Memorial Hospital are a part of. The Community Benefit report is prepared for Albany Medical Center. Also included in this organization is Albany Medical College.
Sch H Part I Line 7 Explanation of Costing Methodology Albany Medical Center Hospital and Affiliates: The Albany Medical Center Health System utilizes a cost accounting system. Albany Medical Center System prepares a cost report for Medicare/Medicaid purposes. Figures reported in this cost report were used as the basis for reporting of charity care and means tested programs. The percent of total expense calculated in Part I, Line 7, Column (f) is calculated by dividing column (e), net community benefit expense, by total expenses for the Hospitals of the System of $1,635,070,417. Albany Medical Center System surveyed staff for activities that meet the criteria to be reported for other benefits. Time reports from these surveys were provided and reviewed, resulting in a calculation of appropriate cost attributable to these programs. The community benefits amount includes support paid to the College by the Albany Medical Center Hospital to ensure the College is able to meet their mission to service the community.
Sch H Part II Line 2 Economic Development Activities Saratoga Hospital: The Hospital has engaged with the local economic development community to assist with local economic development. As a community leader, the Hospital believes that local economic development efforts promote health in the community in a number of ways, including raising the standard of living for all community members, and making the community more attractive as a place to live for talented health care professionals.
Sch H Part II Line 3 Community Support Activities Saratoga Hospital: The Hospital expends significant effort in developing and maintaining an emergency preparedness program. The emergency preparedness program is partially grant funded and is aimed at making the Hospital as well-prepared as possible with emergency response plans and infrastructure in the event of a disaster in the local community. This program includes planning the coordination of Hospital staff, in conjunction with personnel from other local first responders, preforming training exercises to test these plans, and testing of its emergency systems for proper responsiveness.
Sch H Part II Line 8 Workforce Development Activities Columbia Memorial Hospital: For Part II, The Hospital's community building activities consist of ongoing workforce development and community training sessions, for which the Hospital receives a very nominal fee, if any. These free or low-cost programs increase community awareness of health issues, provide an opportunity for ongoing education of community providers and caregivers, and support improved health habits for the community the Hospital serves.
Sch H Part III Lines 2 & 3 Bad Debt Expense DUE TO THE ADOPTION OF ASU NO. 2014-09 REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) BAD DEBT EXPENSE IS NO LONGER REPORTED ON THE AUDITED FINANCIAL STATEMENT. RATHER IT IS TREATED AS A PRICE CONCESSION. SCH H PART III LINE 4 Community Benefit, Charity Care, and Uncompensated Care Footnote from Combined Audited Financial Statements (a) Community Benefit The Hospital offers numerous community benefit programs and services in community-based settings in response to the needs of the communities it serves. They include community health fairs, health screenings, health education lectures and workshops for community groups and the general public, consumer health information, facilitated (insurance plan) enrollment services and clinical services such as outpatient clinics, adult and pediatric care services, neonatal intensive care services and behavioral health services. Staff members of the Hospital also participate in community leadership efforts by donating significant hours of board service to other not-for-profit organizations. The Hospital supports graduate medical education and offers health professions education support for community members through continuing education programs and scholarships. (b) Charity and Uncompensated Care The Hospital's net cost of charity care, including payments to and receipts from the statewide pool was approximately $15.7 million in 2019 and $16.2 million in 2018 as follows: 2019 Charity care at cost: $14,684,000 Payments to Statewide Pool: $9,022,000 Receipts from Statewide Pool: $(8,030,000) Total: $15,676,000 2018 Charity care at cost: $12,737,000 Payments to Statewide Pool: $10,595,000 Receipts from Statewide Pool: $(7,091,000) Total: $16,241,000 The cost of charity care provided was determined using direct and indirect costs to provide services based on the application of the ratio of the Hospital's overall cost to patient charges. The Hospital also subsidizes services to Medicaid patients, which are paid at reimbursement levels below the Hospital's cost of rendering the related services.
Sch H Part III Line 8 Explanation Of Shortfall As Community Benefit Approximately 20% of the organizations patient charges relate to patients utilizing Medicare insurance. These services support the significant need from the community to have an organization to be able to provide the expertise and care required. COSTING METHODOLOGY The Hospital prepares a cost report for Medicare/Medicaid purposes. Figures reported in this cost report were used as the basis for reporting. The cost report is prepared by using financial statement data and statistical information to arrive at a cost allocated report. The report is cost certified as required by an independent accountant.
Sch H Part III Line 9b Provisions On Collection Practices For Qualified Patients Albany Medical Center: All self-pay bills will be assessed for presumptive eligibility prior to commencement of collection referral. AMC shall not send any account to collections if the patient has submitted an application for Financial Aid or orally provided information for consideration under the Financial Aid Program until a determination has been made (within 30 days from receipt of completed application) and the patient is given time to appeal the determination (45 days of the issuance of determination). Balances remaining will be sent to the patient and the dunning cycle will be restarted to give the patient time to set up a payment arrangement or appeal balance. The monthly installment cannot exceed 10% of the eligible patients gross monthly income or contain an acceleration clause or interest penalty Saratoga Hospital: The Hospital has created and maintains a written Financial Assistance Policy (FA Policy) and a written Billing and Collection Policy (BC Policy). The effect of the provisions included in these Policies is that all extraordinary collection actions are discontinued for patients known to qualify for financial assistance, for any portion of the patients financial responsibility covered by financial assistance. Columbia Memorial Hospital: The Hospital follows a consistent collections policy for all patients. For patients eligible for financial assistance, the Hospital ensures collection actions are consistent with NYS laws.
Sch H Part I Line 3a Federal Poverty Guideline Family Income Limit Saratoga Hospital: Saratoga Hospital used a 250% federal poverty guideline family income limit when determining eligibility for free care.
Sch H Part VI Line 2 Needs Assessment Albany Med Health System partners believe that assessing the health care needs of our communities is an ongoing process. It is also an integral part of our system-wide strategic planning. Planning initiatives involve trustees, leadership, physicians and staff, thus ensuring that we share the same vision of service to our communities. Examples of various methods utilized by Albany Medical Center, Columbia Memorial Hospital, and Saratoga Hospital to identify our communities needs, and craft strategies to meet those needs include: - Community feedback from health fairs, seminars, forums, and programs that are offered by our hospitals; - Community outreach; - Information and input gathered each year from various community sources on unmet health care needs; - Participation in healthcare forums and coalitions, formed to respond to a significant community healthcare need (e.g., opioid use disorder, gun violence); - Discussions with political and business leaders; - The environmental assessment from our strategic planning process; - Patient surveys, both inpatient and outpatient; - Community access to Albany Medical Center, Columbia Memorial Hospital, and Saratoga Hospital via webmail, Facebook, Instagram, and other media options; and - Ongoing market research on health care issues and expectations from the community in our region. Albany Med Health System staff also routinely study the health care services needed by community residents. Staff use internal data, as well as information from regional, state and national sources, including the following: - Internal data to analyze trends in healthcare utilization, some of which signal growth or rise in a specific area (e.g., opioid use disorder, gun violence) - NYS Department of Health SPARCS data - United States Bureau of Census - County Health Departments in our region, especially the most recent Community Health Needs Assessments - NYS Vital Statistics, Community Health Indicator Reports (CHIRS), and County Health Assessment Indicators (CHAI) We believe an ongoing community dialogue is essential for ensuring that we work in concert with our community and our constituents.
Sch H Part VI Line 3 Patient Education of Eligibility for Assistance Albany Medical Center: Albany Medical Center provides a guide to all patients and their families describing its services, programs and policies. This guide describes the financial assistance options available to a patient. In addition, Albany Medical Center maintains a website that provides information on financial assistance, charity care and frequently asked questions. Albany Medical Center further provides assistance and information about available programs during its collection process. Albany Medical Center supports our patients who may be uninsured or underinsured through the following programs and relationships. Fidelis facilitated enrollment specialists have partnered with AMC to screen and enroll patients in applicable programs. The program will service the patient in the community or home and provide follow up efforts with the respective insurer or county program. Chamberlin Edmond, an enrollment company, performs screening and enrollment in federal disability programs and State Medicaid programs. The company covers patients within and outside of NYS. There is no charge to the patient for this program. An Albany County Department of Social Services Senior Examiner is located on site at the Hospital Monday - Friday and performs application determinations and facilitates complex case completion. This includes Chronic Care Medicaid enrollment. Albany Medical Center staffs a 7 day a week Patient Assistance Unit that performs enrollment in Medicaid, screens applicants for special program eligibility, provides Financial Aid/Charity Care application processing, performs COBRA premium requests, supports our patients in managing complex financial situations related to medical bills. The unit coordinates with physician practice groups to support the patient in navigating the financial process to ensure the provision of service with minimal financial burden whenever possible. Albany Medical Center provides a self-pay/customer service unit to support the processing of Financial Aid/Charity Care applications and Presumptive Eligibility for all patients who may be determined eligible based on income and family size. We continue to build community partnerships that support the enrollment of patients in programs that will provide the most complete coverage for the care they need. Saratoga Hospital: The Hospital educates patients about eligibility for assistance under its Financial Assistance Program (FAP), as well as federal and State programs through the following means: -A supply of brochures containing a plain-language description of the Hospitals FAP and an application for the FAP is prominently displayed at all locations in Hospital facilities where patients register for services. -The FAP brochure and application are included in a packet that is provided to all patients being admitted to the Hospital for inpatient or observation stays. -If the Hospital patient financial services department makes a follow-up call to a patient regarding an unpaid bill, the patient is informed about the existence of the FAP. -Bills sent to patients for unpaid balances include a reference to the FAP as well as information on how to contact the Hospital about the FAP. -Information regarding the FAP is located on the Hospitals website, including the location and contact information for the Hospital patient financial services department. -The Hospital uses an external vendor to screen all uninsured inpatients in order to determine whether the patient may be eligible for Medicaid or any other governmental insurance programs, as well as the Hospitals FAP. Patients are then provided assistance in applying for and obtaining access to these programs. -The Hospital administers the New York State Department of Health - Health Insurance Navigation Program for Saratoga County, as well as five other neighboring Counties. This program focuses on enrolling eligible individuals in low or no cost insurance programs provided by the State. Efforts are made by Hospital registration and Patient Financial Services personnel to link patients to the navigation program for assistance in obtaining health insurance coverage or obtaining benefits under the Hospitals FAP. Columbia Memorial Hospital: The Hospital's written bad debt and Charity Care policy broadly applies to the outstanding balance for the patient or insurer. The Hospital advertises throughout the facility, discusses with patients directly during the registration process, and again during the collections process, about the availability for charity care. As patients are enrolled in the charity care program, adjustments to their outstanding balance is charged against net patient service revenue, and not considered a component of bad debt expense.
Sch H Part VI Line 4 As adopted by the members of the Healthy Capital District Initiative, the communities being assessed in the CHNA are the 6 counties of Albany, Rensselaer, Columbia, Greene, Saratoga and Schenectady. Referred to as the 'Capital Region', they form a common service area covered by the local health departments in Albany, Rensselaer, Columbia, Greene, Saratoga and Schenectady Counties, and includes the primary patient populations served by Albany Medical Center, Columbia Memorial Hospital and Saratoga Hospital, as well as Ellis Hospital and St. Peters Health Partners hospitals. Demographic information on the population analyzed was from the 2012-2016 US Census American Community Survey (ACS). The combined population of the Capital Region is nearly 960,000 individuals. About 28% were 0-19 years of age, while 16% were 65 or older. Approximately 11% were living in pverty. The race/ethnicity distribution was 83.6% White, 7.7% Black, 4.1% Asian/Pacific Islander, and 4.6% Other Races. Nearly 5% of the population was Hispanic/Latino. Specific sociodemographic information for each county is available on pages 14-28 of the HCDI CHNA: http://www.hcdiny.org/content/sites/hcdi/2019_CHNA/2019_HCDI-Community-Hea lth-Needs-Assessment.pdf. Albany Medical Center Albany County has the largest population in the Capital Region with over 300,000 residents and is the 2nd most urban county. It has the regions lowest median age of 37.8 years. Albany County has the regions largest non-White population (23.4%) and the 2nd largest Hispanic population (5.6%). Albanys South End neighborhood has the largest non-White population (76.8%), while the West End has the largest Hispanic population (13.3%). Albany Countys poverty rate of 12.9% is lower than that of NYSs 15.5%. Within Albany County, the South End/Downtown neighborhood and West End neighborhood has the highest neighborhood poverty rates at 49.6% and 35.4%. Rensselaer County has a population of nearly 160,000 and is the 3rd most rural county in the Capital Region. This county has the 3rd lowest median age in the region at 39.9 years. 17% of the population is 14 years of age or younger, while 15% is 65+ years of age. About 13.1% of Rensselaer Countys population is non-White and 4.5% is Hispanic. The Troy/Lansingburgh neighborhood has the largest non-White population of 22.0% as well as the countys largest Hispanic population of 7.3%. Rensselaer Countys poverty rate of 12.4% was lower than that of NYSs 15.5%. The Troy/Lansingburgh neighborhood has the highest neighborhood poverty rate in the county at 19.9%. Columbia Memorial Hospital Columbia Memorial Hospital serves the residents of Columbia and Greene Counties as well northern Dutchess County, with a combined population of 115,000 people, which are distributed among one small city and 32 towns. Columbia and Greene Counties combined cover an area of nearly 1,300 square miles. Columbia County is located in the northeastern region of the mid-Hudson Valley of New York State. It is bordered on the north by Rensselaer County, on the south by Dutchess County, and on the east by Berkshire County in Massachusetts. On the west, by the Hudson River, it is bordered by Greene County. Columbia County is rural and includes the City of Hudson. Greene County is situated between the Hudson River to its east, and the Catskill Mountains at its southern and west ends. It is bordered by Albany County to the north, Rensselaer County to the northeast, Columbia County to the east, Ulster County to the south, and Delaware and Schoharie Counties to the west. Greene County is located 2 hours north of the major metropolitan areas of New York City, and 30 minutes south of Albany, New Yorks States capital. Saratoga Hospital Saratoga Hospitals primary service area is comprised of two communities, Saratoga Springs and Ballston Spa. Both are located in the central portion of Saratoga County. The census of the primary service area population is approximately 71,500. These two communities account for 41% of the Hospital's inpatient discharges in 2019. Additional communities served by the Hospital fall with an area that extends to the northwestern border of Saratoga County and also extends southward. It includes 16 communities, including Ballston Lake, Clifton Park, Corinth, Fort Edward, Galway, Gansevoort, Greenfield Center, Greenwich, Hudson Falls, Mechanicville, Porter Corners, Queensbury, Schuylerville, and Stillwater. The combined population of these additional communities is estimated at approximately 91,000. Patients from these additional communities represented roughly 37% of the Hospital's inpatient discharges in 2019.
Sch H Part VI Line 5 Promotion of Community Health The Albany Med Health Systems affiliate hospitals further their exempt purposes by promoting community health in myriad ways, serving our communities through missions of patient care, education and research. Each of our hospitals accept all patients, regardless of ability to pay, how much they or their insurers pay, or whether they are eligible for assistance under each hospitals Financial Assistance Policy. Our hospitals never have and will never allow financial status to impact the level of care provided, despite the significant financial impact. This financial mission is performed to our communities in an effort to keep those most in need as healthy as possible. In our communities, we are the dominant providers for persons with Medicaid and Medicare, which represent at least 2/3 of our patients at each of our entities. We also have many enrollment assistance programs in place and continue to expand those. Each of our hospitals medical staffs are open; that is, they are comprised of community physicians as well as employed physicians. The governance for each of our affiliates are comprised primarily of independent persons from our communities. In recent years, some of our affiliates have not reported surplus funds. However, any surplus funds generated by our affiliates are reinvested into the specific entities through expansion of operations, purchase of new equipment and technology, and hiring of staff needed to support programs that have been identified as needed for the communities each entity serves. Each of our hospitals provides monthly support and education groups for a variety of topics. While they vary among entities, they include childbirth, cancer survivorship, grief counseling, and weight loss, to name a few. Each of our hospitals promotes community health and educates our community on various health topics through our community newsletters, our websites and through social media including Facebook, Instagram, and Twitter. Albany Medical Center Specific ways that Albany Medical Center promotes community health include but are not limited to - the following: - Designation as a Safety Net Provider, as the dominant provider of services for the Medicaid and uninsured populations in a 25-county region. - Providing a vast range of programs and services only available within a nearly 150-mile radius, as well as specialists not found elsewhere in our region such as trauma care, transplant surgery, pediatric subspecialty care and HIV Medicine. - Designated, trained staff who assist patient in need with complicated Medicaid and disability applications processing. The monthly fee to provide this service is substantial, and is covered solely by Albany Medical Center on behalf of its patients. - Operates the regions Sexual Assault Examiner Program. - Educates and trains the next generation of physicians, and offered Continuing Medical Education to established providers. Columbia Memorial Hospital Specific ways that Columbia Memorial Hospital promotes community health include but are not limited to - the following: - Significantly increasing access provided to local, previously unaffiliated physicians, and has further provided access and support for these practitioners to an electronic health exchange. Saratoga Hospital Specific ways that Saratoga Hospital promotes community health include but are not limited to - the following activities: - Subsidization of community health forums, at no cost to the public (e.g., childbirth education, community wellness classes) - Information on community education topics and forums are available through the hospitals free quarterly newsletter, Access which also includes articles by medical staff on current and relevant health issues. - The hospital provides 24-hour call center services, Healthsource, at no fee.
Sch H Part VI Line 6 Affiliated Health Care System In 2019, the Albany Med Health System was comprised of Albany Medical Center, Columbia Memorial Hospital and Saratoga Hospital. (Glens Falls Hospital joined the System in 2020.) Albany Medical Center is an academic medical center that serves nearly 3 million people within 23 counties of northeastern New York State, and 2 counties in western New England. Its service area encompasses Orange County to the south, Franklin and Clinton Counties to the north, Oneida County to the west, and Bennington VT County and Berkshire MA County to the east. Albany Medical Center is located in Albany County. Nearly of its patients reside in the 6-county Capital Region described in Part VI, Line 5. Columbia Memorial Hospital, an acute care hospital in Columbia County serves more than 100,000 residents of Columbia, Greene and northern Dutchess Counties with 40 care centers, including 17 primary care and 23 specialty care centers, located throughout this region. Saratoga Hospital, located in Saratoga County, with a population of 230,000, from where it draws 96% of its patients. It is an acute care hospital that offers a wide array of inpatient and outpatient services to its community. Each of our hospitals is located in a county that makes up part of what is known as the Capital Region. Combined, the Albany Med Health System entities offer 3 hospitals and approximately 120 off-site locations which include primary care, specialty care, ambulatory surgery and urgent care located throughout our region to improve access for the residents of our communities. A vast range of community health offerings are available through the Albany Med Health System. Albany Medical Center, Columbia Memorial Hospital, and Saratoga Hospital work with dozens of community organizations to improve our regions health and quality of life. Our health systems commitment to improving the health and wellbeing of our populace is demonstrated through regional planning and delivery of community benefit activities.
Sch H Part VI Line 7 States Filing Community Benefit Report Albany Medical Center, Columbia Memorial Hospital, and Saratoga Hospital file their Community Health Needs Assessments and Community Health Implementation Plans in New York State, with the New York State Department of Health (DOH).
Schedule H (Form 990) 2019
Additional Data


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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
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number
47-3869194
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) Saratoga Economic Development Corporation
28 Clinton St
Saratoga Springs,NY12866 		14-1605957 501(c)(3) 25,000       Economic Development
(2) American Heart Association
PO Box 50075
Prescott,AZ86304 		13-5613797 501(c)(3) 20,000       Support Support
(3) AMC Alumni Association
47 New Scotland Ave
Albany,NY12208 		14-1468380 501(c)(3) 509,475       Fund Scholarships
(4) Albany Medical Center Hospital
47 New Scotland Ave
Albany,NY12208 		14-1338307 501(c)(3) 4,518,635       Research & Healthcare Research & Healthcare
(5) Albany Medical College
47 New Scotland Ave
Albany,NY12208 		14-1338310 501(c)(3) 9,417,332       Scholarships & Research Scholarships & Research
(6) Albany Medical Center
47 New Scotland Ave
Albany,NY12208 		14-1641730 501(c)(3) 72,164       Equipment/Technology
(7) Shelters of Saratoga
14 Walworth St
Saratoga Springs,NY12866 		14-1758441 501(c)(3) 10,000       Shelter support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
7
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) 2019

Schedule I (Form 990) 2019
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) Educational Scholarships 387 5,984,630      
(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
Sch I Part I Line 2 Procedures for Monitoring Use of Grants in U.S. Albany Medical Center: Review of activity, budget monitoring and report preparation and filings by Research Office, IRC departments, and Sponsored Program/Financial Reporting departments. Albany Medical College's Department of Financial Aid review applications for scholarships and distributes funds in accordance with scholarship restrictions. Funds are directly offset against tuition amounts owed. Saratoga Hospital: For any organization that provides assistance, a determination is made to ensure that the organization is a tax-exempt not-for-profit entity and that the purpose for which the assistance will be used is of benefit to the communities served by the Hospital or is in line with the overall healthcare driven mission of the Hospital.
Schedule I (Form 990) 2019



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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
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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 on 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
 
No
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 on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed 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
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 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
Yes
 
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) 2019

Schedule J (Form 990) 2019
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
1James J Barba
President & CEO (AMC) 		(i)

(ii)		 0
-------------
1,012,413 		0
-------------
425,000 		0
-------------
284,037 		0
-------------
308,228 		0
-------------
6,420 		0
-------------
2,036,098 		0
-------------
264,100
2Steven M Frisch MD
Board Member (SH & CMH) 		(i)

(ii)		 0
-------------
792,472 		0
-------------
272,525 		0
-------------
20,980 		0
-------------
98,614 		0
-------------
22,417 		0
-------------
1,207,008 		0
-------------
0
3Vincent Verdile MD
Sr Exec VP Sys Care (AMC) 		(i)

(ii)		 785,163
-------------
0 		243,178
-------------
0 		20,980
-------------
0 		95,300
-------------
0 		26,004
-------------
0 		1,170,625
-------------
0 		0
-------------
0
4Dennis McKenna
Board Member (CDT) 		(i)

(ii)		 830,213
-------------
0 		192,550
-------------
0 		16,388
-------------
0 		85,735
-------------
0 		25,816
-------------
0 		1,150,702
-------------
0 		0
-------------
0
5Andrew J Rosenbaum
Asst Prof/Clin (AMC) 		(i)

(ii)		 500,485
-------------
0 		522,330
-------------
0 		18,345
-------------
0 		8,400
-------------
0 		22,097
-------------
0 		1,071,657
-------------
0 		0
-------------
0
6Frances Albert
EVP COO & CFO (AMC) 		(i)

(ii)		 0
-------------
665,981 		0
-------------
239,538 		0
-------------
17,374 		0
-------------
82,973 		0
-------------
4,471 		0
-------------
1,010,337 		0
-------------
0
7Alan S Boulos
Department Chair (AMC) 		(i)

(ii)		 937,433
-------------
0 		0
-------------
0 		19,450
-------------
0 		11,200
-------------
0 		24,897
-------------
0 		992,980
-------------
0 		0
-------------
0
8Ferdinand J Venditti Jr MD
EVP System Care Delivery (AMC) 		(i)

(ii)		 645,347
-------------
0 		184,478
-------------
0 		20,980
-------------
0 		75,987
-------------
0 		26,233
-------------
0 		953,025
-------------
0 		0
-------------
0
9Lewis W Britton III
Professor/Clin (AMC) 		(i)

(ii)		 848,847
-------------
0 		31,059
-------------
0 		19,953
-------------
0 		8,400
-------------
0 		24,563
-------------
0 		932,822
-------------
0 		0
-------------
0
10Steven M Parnes MD
Board Member (AMC) 		(i)

(ii)		 728,022
-------------
0 		8,202
-------------
0 		19,834
-------------
0 		8,400
-------------
0 		23,131
-------------
0 		787,589
-------------
0 		0
-------------
0
11David J Conti
Board Member (CDT) 		(i)

(ii)		 357,587
-------------
0 		13,539
-------------
0 		5,482
-------------
0 		11,200
-------------
0 		22,047
-------------
0 		409,855
-------------
0 		0
-------------
0
12Michael Dailey
Board Member (CDT) 		(i)

(ii)		 247,698
-------------
0 		23,077
-------------
0 		692
-------------
0 		0
-------------
0 		21,698
-------------
0 		293,165
-------------
0 		0
-------------
0
13Vickey Masta-Gornic
Board Member (KIDS) 		(i)

(ii)		 0
-------------
223,737 		0
-------------
0 		0
-------------
1,980 		0
-------------
0 		0
-------------
8,641 		0
-------------
234,358 		0
-------------
0
14Gary J Kochem
Fmr Exec VP & COO (AMC) 		(i)

(ii)		 0
-------------
120,000 		0
-------------
198,868 		0
-------------
0 		0
-------------
0 		0
-------------
263 		0
-------------
319,131 		0
-------------
0
15Michele K Skumurski
Board Member (KIDS) 		(i)

(ii)		 0
-------------
196,288 		0
-------------
0 		0
-------------
450 		0
-------------
0 		0
-------------
1,472 		0
-------------
198,210 		0
-------------
0
16Meghan Weygant
Board Member (KIDS) 		(i)

(ii)		 168,782
-------------
0 		0
-------------
0 		270
-------------
0 		0
-------------
0 		12,396
-------------
0 		181,448
-------------
0 		0
-------------
0
17Brigido Montero
Board Member (KIDS) 		(i)

(ii)		 0
-------------
154,398 		0
-------------
0 		0
-------------
680 		0
-------------
0 		0
-------------
19,448 		0
-------------
174,526 		0
-------------
0
18Christopher Gorczynski MD
Physician (CMH) 		(i)

(ii)		 854,240
-------------
0 		70,000
-------------
0 		89
-------------
0 		750
-------------
0 		23,969
-------------
0 		949,048
-------------
0 		0
-------------
0
19Jay P Cahalan
PRESIDENT & CEO (CMH) 		(i)

(ii)		 547,610
-------------
0 		145,752
-------------
0 		27,394
-------------
0 		94,710
-------------
0 		24,721
-------------
0 		840,187
-------------
0 		0
-------------
0
20Hiral Amin MD
Board Member (CMH) 		(i)

(ii)		 434,080
-------------
0 		0
-------------
0 		7,020
-------------
0 		8,400
-------------
0 		19,703
-------------
0 		469,203
-------------
0 		0
-------------
0
21Karen Tassey
COO (CMH) 		(i)

(ii)		 272,135
-------------
0 		25,508
-------------
0 		396
-------------
0 		750
-------------
0 		9,450
-------------
0 		308,239
-------------
0 		0
-------------
0
22Bryan T Mahoney
CFO (CMH) 		(i)

(ii)		 271,477
-------------
0 		25,110
-------------
0 		54
-------------
0 		750
-------------
0 		0
-------------
0 		297,391
-------------
0 		0
-------------
0
23Mary Ellen Plass
CNO (CMH) 		(i)

(ii)		 204,061
-------------
0 		18,972
-------------
0 		396
-------------
0 		0
-------------
0 		6,126
-------------
0 		229,555
-------------
0 		0
-------------
0
24Angelo G Calbone
President/CEO (SH) 		(i)

(ii)		 580,055
-------------
0 		154,000
-------------
0 		390,726
-------------
0 		14,420
-------------
0 		21,070
-------------
0 		1,160,271
-------------
0 		0
-------------
0
25Gary Foster
VP & CFO (SH) 		(i)

(ii)		 321,139
-------------
0 		63,840
-------------
0 		30,576
-------------
0 		16,100
-------------
0 		1,792
-------------
0 		433,447
-------------
0 		0
-------------
0
26Mary Jo LaPosta
SVP Patient Care & Org (SH) 		(i)

(ii)		 328,940
-------------
0 		68,608
-------------
0 		36,085
-------------
0 		14,420
-------------
0 		11,637
-------------
0 		459,690
-------------
0 		0
-------------
0
27Kevin Ronayne
VP Ops & Facilities (SH) 		(i)

(ii)		 253,438
-------------
0 		49,373
-------------
0 		18,230
-------------
0 		14,420
-------------
0 		17,523
-------------
0 		352,984
-------------
0 		0
-------------
0
28John Mangona
VP CIO and Comp (SH) 		(i)

(ii)		 249,168
-------------
0 		51,597
-------------
0 		18,173
-------------
0 		16,100
-------------
0 		1,594
-------------
0 		336,632
-------------
0 		0
-------------
0
29Jeffrey Methven
VP Ambulatory Serv & HR (SH) 		(i)

(ii)		 270,190
-------------
0 		55,598
-------------
0 		21,076
-------------
0 		14,420
-------------
0 		21,184
-------------
0 		382,468
-------------
0 		0
-------------
0
30Richard Falivena
VP Chf Med & Phys Integ (SH) 		(i)

(ii)		 365,964
-------------
0 		76,933
-------------
0 		30,763
-------------
0 		12,180
-------------
0 		16,214
-------------
0 		502,054
-------------
0 		0
-------------
0
31Gordon Kuhar
Physician (SH) 		(i)

(ii)		 617,554
-------------
0 		470,000
-------------
0 		774
-------------
0 		14,420
-------------
0 		3,492
-------------
0 		1,106,240
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
Sch J Part I Line 1 Saratoga Hospital: Line 1a The hospital administers a non-qualified deferred compensation plan (the Plan), the aim of which is to attract and retain talented executives and physicians to employment with the Hospital. Eligible employees participating in the Plan will receive a flat monthly payment from the Hospital for 15 years after reaching the Plan retirement age (67}. Participants are required to contribute specific amounts into the Plan annually, with the participant contribution amount being determined based on the age of the participant and the number of years over which the participant wishes to fully vest in the Plan benefits. Normal vesting in the full amount of available Plan benefit payments occurs in steps in 2-year increments over a 10-year period. Participants may accelerate their vesting timeline by increasing the amount of contributions they contribute into the Plan versus the contribution schedule associated with normal vesting. Each vesting milestone reached by a participant during participation in the Plan results in taxable income for the participant in an amount equal to the present value of the portion of future Plan benefits the participant has vested in since the previous vesting milestone. A feature of the Plan is that the Hospital will make a gross up payment to any Plan participant who reached a vesting milestone during the year in order to offset the tax impact of the vesting event. This gross-up payment is made in an amount equal to 31% of the amount of the taxable income resulting from the vesting event, plus an additional amount to offset the tax on the amount of the base gross-up payment amount. The following employee participated in the plan and received the amount listed below, which is included in Schedule J, Part II, Column B(iii): Angelo Calbone, President/CEO, $12,509 Line 1b The Plan is operated pursuant to a plan document, approved by the Hospital's Board of Trustees.
Sch J Part I Line 3 Albany Medical Center: The Compensation Committee of the Board of Directors (Committee) establishes compensation for the President and Chief Executive Officer of the organization, all Executive Vice Presidents and other top management officials who report directly to the President and Chief Executive Officer, subject to approval by the Board of Directors. The Committee uses professional compensation advisors who are capable of rendering independent advice and independent market surveys. The Committee targets the market median (50th percentile) for cash compensation; benefit programs are intended to be competitive. After the compensation program is determined, the Committee-approved recommendation is forwarded to the Board of Directors for its consideration and approval, and that is contemporaneously substantiated. Columbia Memorial Hospital: The compensation of the Hospital's CEO is determined by the Compensation Committee of the Board of Trustees. The Compensation Committee bases their proposal on CEO compensation surveys from the healthcare industry organizations, IRS Form 990 for comparable organizational data and general industry knowledge. The CEO compensation package is formalized in a written employment contract and approved by the Board of Trustees. Saratoga Hospital: The Hospital's Board of Trustees is responsible for the implementation and maintenance of the executive compensation program. Under the direction of the Board of Trustees, the Executive Committee meets as needed to review the compensation program and make recommendations for any changes to the Board of Trustees, as appropriate. In addition to regionally published market data, the Hospital uses nationally published not-for-profit hospital compensation survey data from various vendors to determine market position and the reasonableness of base salary and the total compensation being paid to Executives. Additionally, the Hospital may collect other published survey data when appropriate from for-profit organizations for specific functional competencies within the organization, such as Information Systems, Fundraising, and Finance. At the direction of the Board of Trustees, market data is compiled annually by the Human Resources Department and used to form a market composite to assess the competitiveness of compensation for each identified leadership position. In addition, the Chairperson of the Board of Trustees retains on a bi-annual basis (or more frequently as needed) an independent valuation expert to assess the reasonableness of the total compensation package paid to Executives as compared to similarly situated executives of not-for-profit and for-profit health care entities with comparable net revenues and similar job responsibilities.
Sch J Part I Line 4b Albany Medical Center: Supplemental employee retirement plan started in 2016 and several persons listed in Form 990, Part VII, Section A, Line 1a participated in and/or received payment from the plan. The following employees participated in the plan and the amounts listed below are included in Schedule J, Part II, Column (C): James J. Barba, CEO, $297,028 Frances S. Albert, COO & CFO, $71,773 Vincent Verdile, SR Exec VP Sys Care Delivery, $84,100 Ferdinand J. Venditti, EVP System Care Delivery, $64,787 Dennis McKenna, Board Member, $74,535 Steven M. Frisch, Sr Exec VP Integrated Delivery, $87,414 The following employees received payment from the plan and the amounts listed below are included in Schedule J, Part II, Column B(iii) and where applicable Column (F): James J. Barba, CEO, $264,100 Columbia Memorial Hospital: The CEO, Jay Cahalan is a participant in a supplemental non-qualified retirement plan held by CMH. In 2019, his retirement account was credited $93,960. Steven Frisch, MD is a participant in a supplemental non-qualified plan held by Albany Medical Center and his benefit is described in the Center's disclosure above. Saratoga Hospital: During 2019, certain members of the Saratoga Hospital administrative team participated in a 457f retirement plan. the following Hospital administration personnel had a contribution made by the Hospital on their behalf or received a payment from their 457f retirement plan during 2019. Angelo G. Calbone -- Contributions $180,932. Gary Foster - Contributions $5,932. Jeffrey Methven -- Contributions $759. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE PLAN, BUT DID NOT HAVE ANY CONTRIBUTIONS OR PAYMENTS MADE DURING 2019: GORDON KUHAR.
Sch J Part I Line 5a Columbia Memorial Hospital: The organization administers a variable compensation program under which members of Hospital management are eligible to earn variable compensation. Overall variable compensation is based on measurable achievement against a menu of organizations goals, which include financial results such as revenues and net earnings, as well as patient satisfaction, quality of care, employee satisfaction, and growth in services.
Sch J Part I Line 6a Saratoga Hospital: The hospital administers an incentive compensation program under which members of Hospital management are eligible to earn up to a percentage of their base salaries in incentive compensation. Overall incentive compensation is based on measurable achievement against a menu of organizational goals, including financial results, patient satisfaction, quality of care, employee satisfaction and retention, and growth in services. The portion of incentive compensation related to operating margin of the Hospital and its affiliates represented 12.5% of the overall incentive compensation available during 2019, and was based an achievement of minimum, meets, and maximum levels relative to the Hospital's budgeted operating margin percentage for the year.
Schedule J (Form 990) 2019

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number
47-3869194
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A City of Albany CRC 2014A
  		27-3467899   09-10-2014 22,000,000 Renovations/Construction   X   X   X
B City of Albany CRC 2017A
  		27-3467899   11-15-2017 13,200,000 Refund prior issue - see Part VI   X   X   X
C City of Albany CRC 2017C
  		27-3467899   11-15-2017 11,855,000 Refund prior issue - see Part VI   X   X   X
D Columbia County Industrial Development Agency
  		14-1636496 197511AR9 01-30-2008 11,730,000 Refinancing   X   X   X
Columbia County Capital Resource Corp
  		27-1072117 197505AA8 03-01-2010 12,945,000 Refinancing & New construction   X   X   X
Saratoga County Capital Resource Corp 2007B
  		52-1310482 803482DE5 12-12-2007 18,406,490 ED Construction & Renovation X     X   X
Saratoga County Capital Resource Corp 2013A
  		46-1520521 803481AS9 02-07-2013 24,273,094 Refinance Revenue Bonds   X   X   X
Saratoga County Capital Resource Corp 17AB
  		46-1520521   01-03-2017 49,870,000 Refinance Revenue Bonds   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 2,355,217 0 1,975,000  
2 Amount of bonds legally defeased .............. 0 0 0  
3 Total proceeds of issue .................. 22,000,000 13,200,000 11,855,000  
4 Gross proceeds in reserve funds ............. 0 0 0  
5 Capitalized interest from proceeds ............. 0 0 0  
6 Proceeds in refunding escrows ............... 0 0 0  
7 Issuance costs from proceeds ............... 440,000 0 0  
8 Credit enhancement from proceeds ............. 0 0 0  
9 Working capital expenditures from proceeds ............. 0 0 0  
10 Capital expenditures from proceeds ............. 21,560,000 0 0  
11 Other spent proceeds ............. 0 13,200,000 11,855,000  
12 Other unspent proceeds ............. 0 0 0  
13 Year of substantial completion ............. 2014 2017 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		  X X   X      
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 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        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
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   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
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   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X      
b Exception to rebate? ........   X   X   X    
c No rebate due? ......... X     X   X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X      
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X      
b Name of provider .......... 0
  		0
  		Bank of America
  		 
 
c Term of hedge ......... 10 % 10 % 950 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider .......... 0
  		0
  		0
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
ALBANY MEDICAL CENTER BOND GROUP Sch K Part I Column (f) Line B: Refund City of Albany IDA 2005A issued 6/29/2005 and City of Albany IDA 2006A issued 5/3/2006. Line C: Refund City of Albany IDA 2007A issued 6/28/2007 and City of Albany IDA 2007C issued 11/28/2007.
Sch K Part II Line 1 Total proceeds of the issue less amount of bonds retired will not equal Form 990, Part X, Line 20 because the Balance Sheet amount is presented net of deferred financing costs.
Sch K Part II Line 11 Total proceeds were used to refund the prior issued bonds referenced in Part I, Column f.
Sch K Part III Line 3a Albany Medical Center has incidental management and service contracts in various financed areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c Rebate calculation performed on 9/10/2019.
COLUMBIA MEMORIAL HOSPITAL BOND GROUP Sch K Part III Line 3a Columbia Memorial Hospital only has incidental management and service contracts in various financial areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c The arbitrage rebate calculation for both 2008 & 2010 bonds was completed as of May 7, 2020 with no arbitrage rebate due on either issuance.
SARATOGA HOSPITAL BOND GROUP Sch K Part IV Line 2c 02/07/2013 $24,273,094 IDA Series 2013A - arbitrage rebate computation was performed on 12/01/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/01/19 resulting in no rebate liability for IDA Series 2013A. 01/03/2017 $49,870,000 IDA Series 2017 A & B - arbitrage rebate computation was performed on 12/31/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/31/19 resulting in no rebate liability for IDA Series 2017 A & B.
Schedule K (Form 990) 2019

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number
47-3869194
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A City of Albany CRC 2014A
  		27-3467899   09-10-2014 22,000,000 Renovations/Construction   X   X   X
B City of Albany CRC 2017A
  		27-3467899   11-15-2017 13,200,000 Refund prior issue - see Part VI   X   X   X
C City of Albany CRC 2017C
  		27-3467899   11-15-2017 11,855,000 Refund prior issue - see Part VI   X   X   X
D Columbia County Industrial Development Agency
  		14-1636496 197511AR9 01-30-2008 11,730,000 Refinancing   X   X   X
Columbia County Capital Resource Corp
  		27-1072117 197505AA8 03-01-2010 12,945,000 Refinancing & New construction   X   X   X
Saratoga County Capital Resource Corp 2007B
  		52-1310482 803482DE5 12-12-2007 18,406,490 ED Construction & Renovation X     X   X
Saratoga County Capital Resource Corp 2013A
  		46-1520521 803481AS9 02-07-2013 24,273,094 Refinance Revenue Bonds   X   X   X
Saratoga County Capital Resource Corp 17AB
  		46-1520521   01-03-2017 49,870,000 Refinance Revenue Bonds   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 2,355,217 0 1,975,000  
2 Amount of bonds legally defeased .............. 0 0 0  
3 Total proceeds of issue .................. 22,000,000 13,200,000 11,855,000  
4 Gross proceeds in reserve funds ............. 0 0 0  
5 Capitalized interest from proceeds ............. 0 0 0  
6 Proceeds in refunding escrows ............... 0 0 0  
7 Issuance costs from proceeds ............... 440,000 0 0  
8 Credit enhancement from proceeds ............. 0 0 0  
9 Working capital expenditures from proceeds ............. 0 0 0  
10 Capital expenditures from proceeds ............. 21,560,000 0 0  
11 Other spent proceeds ............. 0 13,200,000 11,855,000  
12 Other unspent proceeds ............. 0 0 0  
13 Year of substantial completion ............. 2014 2017 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		  X X   X      
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 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        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
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   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
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   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X      
b Exception to rebate? ........   X   X   X    
c No rebate due? ......... X     X   X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X      
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X      
b Name of provider .......... 0
  		0
  		Bank of America
  		 
 
c Term of hedge ......... 10 % 10 % 950 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider .......... 0
  		0
  		0
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
ALBANY MEDICAL CENTER BOND GROUP Sch K Part I Column (f) Line B: Refund City of Albany IDA 2005A issued 6/29/2005 and City of Albany IDA 2006A issued 5/3/2006. Line C: Refund City of Albany IDA 2007A issued 6/28/2007 and City of Albany IDA 2007C issued 11/28/2007.
Sch K Part II Line 1 Total proceeds of the issue less amount of bonds retired will not equal Form 990, Part X, Line 20 because the Balance Sheet amount is presented net of deferred financing costs.
Sch K Part II Line 11 Total proceeds were used to refund the prior issued bonds referenced in Part I, Column f.
Sch K Part III Line 3a Albany Medical Center has incidental management and service contracts in various financed areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c Rebate calculation performed on 9/10/2019.
COLUMBIA MEMORIAL HOSPITAL BOND GROUP Sch K Part III Line 3a Columbia Memorial Hospital only has incidental management and service contracts in various financial areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c The arbitrage rebate calculation for both 2008 & 2010 bonds was completed as of May 7, 2020 with no arbitrage rebate due on either issuance.
SARATOGA HOSPITAL BOND GROUP Sch K Part IV Line 2c 02/07/2013 $24,273,094 IDA Series 2013A - arbitrage rebate computation was performed on 12/01/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/01/19 resulting in no rebate liability for IDA Series 2013A. 01/03/2017 $49,870,000 IDA Series 2017 A & B - arbitrage rebate computation was performed on 12/31/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/31/19 resulting in no rebate liability for IDA Series 2017 A & B.
Schedule K (Form 990) 2019

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number
47-3869194
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A City of Albany CRC 2014A
  		27-3467899   09-10-2014 22,000,000 Renovations/Construction   X   X   X
B City of Albany CRC 2017A
  		27-3467899   11-15-2017 13,200,000 Refund prior issue - see Part VI   X   X   X
C City of Albany CRC 2017C
  		27-3467899   11-15-2017 11,855,000 Refund prior issue - see Part VI   X   X   X
D Columbia County Industrial Development Agency
  		14-1636496 197511AR9 01-30-2008 11,730,000 Refinancing   X   X   X
Columbia County Capital Resource Corp
  		27-1072117 197505AA8 03-01-2010 12,945,000 Refinancing & New construction   X   X   X
Saratoga County Capital Resource Corp 2007B
  		52-1310482 803482DE5 12-12-2007 18,406,490 ED Construction & Renovation X     X   X
Saratoga County Capital Resource Corp 2013A
  		46-1520521 803481AS9 02-07-2013 24,273,094 Refinance Revenue Bonds   X   X   X
Saratoga County Capital Resource Corp 17AB
  		46-1520521   01-03-2017 49,870,000 Refinance Revenue Bonds   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 2,355,217 0 1,975,000  
2 Amount of bonds legally defeased .............. 0 0 0  
3 Total proceeds of issue .................. 22,000,000 13,200,000 11,855,000  
4 Gross proceeds in reserve funds ............. 0 0 0  
5 Capitalized interest from proceeds ............. 0 0 0  
6 Proceeds in refunding escrows ............... 0 0 0  
7 Issuance costs from proceeds ............... 440,000 0 0  
8 Credit enhancement from proceeds ............. 0 0 0  
9 Working capital expenditures from proceeds ............. 0 0 0  
10 Capital expenditures from proceeds ............. 21,560,000 0 0  
11 Other spent proceeds ............. 0 13,200,000 11,855,000  
12 Other unspent proceeds ............. 0 0 0  
13 Year of substantial completion ............. 2014 2017 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		  X X   X      
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 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        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
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   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
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   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X      
b Exception to rebate? ........   X   X   X    
c No rebate due? ......... X     X   X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X      
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X      
b Name of provider .......... 0
  		0
  		Bank of America
  		 
 
c Term of hedge ......... 10 % 10 % 950 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider .......... 0
  		0
  		0
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
ALBANY MEDICAL CENTER BOND GROUP Sch K Part I Column (f) Line B: Refund City of Albany IDA 2005A issued 6/29/2005 and City of Albany IDA 2006A issued 5/3/2006. Line C: Refund City of Albany IDA 2007A issued 6/28/2007 and City of Albany IDA 2007C issued 11/28/2007.
Sch K Part II Line 1 Total proceeds of the issue less amount of bonds retired will not equal Form 990, Part X, Line 20 because the Balance Sheet amount is presented net of deferred financing costs.
Sch K Part II Line 11 Total proceeds were used to refund the prior issued bonds referenced in Part I, Column f.
Sch K Part III Line 3a Albany Medical Center has incidental management and service contracts in various financed areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c Rebate calculation performed on 9/10/2019.
COLUMBIA MEMORIAL HOSPITAL BOND GROUP Sch K Part III Line 3a Columbia Memorial Hospital only has incidental management and service contracts in various financial areas. Therefore, no contracts are considered to result in private business use within the bond-financed property group.
Sch K Part IV Line 2c The arbitrage rebate calculation for both 2008 & 2010 bonds was completed as of May 7, 2020 with no arbitrage rebate due on either issuance.
SARATOGA HOSPITAL BOND GROUP Sch K Part IV Line 2c 02/07/2013 $24,273,094 IDA Series 2013A - arbitrage rebate computation was performed on 12/01/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/01/19 resulting in no rebate liability for IDA Series 2013A. 01/03/2017 $49,870,000 IDA Series 2017 A & B - arbitrage rebate computation was performed on 12/31/19 by a third party contractor, AMTEC, a tax-exempt compliance specialist for bond issues, as of 12/31/19 resulting in no rebate liability for IDA Series 2017 A & B.
Schedule K (Form 990) 2019

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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 instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the 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) 2019
Schedule L (Form 990 or 990-EZ) 2019
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) Dr Anne L Barba Family Member 148,026 Employment   No
(2) Karen L McKenna Family Member 28,937 Employment   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
PART IV DR. ANNE L. BARBA IS THE DAUGHTER OF JAMES BARBA, CEO. Karen L. McKenna is the wife of Dennis P. McKenna, Board Member (CDT).
Schedule L (Form 990 or 990-EZ) 2019


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 133 2,217,102 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ... X 1 100,000 FMV
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 1 183,393 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
1
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCH M PART I LINE 32A Donations of securities are sent to the Albany Medical Center Foundation's investment broker who processes them and deposits cash net of fees into the Foundation's account.
Schedule M (Form 990) (2019)

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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
2019
Open to Public
Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
Return Reference Explanation
Form 990 Part I Line 1 and Part III Line 1 Organization's Mission: An academic health sciences center whose responsibilities are: to educate medical students, physicians, biomedical students and other health care professionals to meet future primary and specialty health care needs of the region and nation; to foster biomedical research that leads to scientific advances and improvement of the health of the public; and to provide a broad range of patient services to the people of eastern New York and western New England. The mission is accomplished through commitment to the values of Quality, Excellence, Service, Collaboration, Integrity and Fiscal Responsibility. We will continue to develop as a nationally recognized academic health science center. In collaboration with the community, we will provide excellence in education, research, and patient care programs. Our vision for the future includes a commitment to working with other providers to make comprehensive and advanced clinical services available to the public while emphasizing quality and service. We will be a leader in developing an innovative health care delivery system and educational consortium that responds to the needs of the community. We will sustain a working and learning environment that fosters teamwork and commitment to shared values and goals. Through sound fiscal management, we will be able to enhance our programs to be on the forefront of medical knowledge and innovative patient care.
Form 990 Part III Line 4d Other Program Services Description Albany Medical Center Hospital and Affiliates: Operating and Recovery Room: Inpatient and outpatient operating room services including open heart program, transplant services and specialized trauma services. Approximately 30,931 total cases performed with 8,493 inpatient, 4,328 same day, and 18,110 outpatient. Other Patient Care Based Services totaled approximately $88 million in expenditures. Instruction: As an educational institution, the main function is to teach approximately 800 students. Research: As a Medical College, the organization undertakes numerous research projects during the course of the year. The expenditures for activities specifically organized to provide research outcomes is approximately $22 million. Foundation: The Group Organization includes a Foundation, whose primary function is to raise funds for construction, research, support and endowment purposes for exempt organizations, including Albany Medical College, Albany Medical Center Hospital, Albany Medical Center, AMC Alumni Association, and Center for Donation and Transplant, via direct mail - community based programs, telethon, radiothon, special events - golf outings, dinners, etc., plus gift-in-kind (GIK) donations. CDT: Research/Education - Primary purpose is to facilitate procurement and equitable distribution of medically suitable organs for transplantation. Also, CDT is to ensure that families are informed on options for organ donation. Support family and hospital personnel involved in the donation process and educate the upstate medical profession on organ procurement. Kidskeller: Children from eight weeks to Kindergarten age may enroll. Educational activities for these varied age groups follow a developmental sequence which includes age appropriate activities for the development of cognitive skills, fine and gross motor skills, social-emotional growth and activities of daily living skills. Laboratory Services (Adult & Peds): Inpatient and outpatient services including clinical chemistry, blood bank, hematology, serology and microbiology. The Group Organization receives general expense reimbursements for Related Patient Care Services. The organization has certain other Exempt Function Revenues which total approximately $3 million. Columbia Memorial Hospital: The organization had approximately $16.4M expenditures and $16.2M revenue related to other operating activities. Form 990 Part V Line 3b The Group Organization has indicated 'No' to Part Line 3b because not all subordinate organizations included in the group have a Form 990-T filing requirement for the tax year.
Form 990 Part V Line 4a The subordinate organizations, Albany Medical Center Hospital, Albany Medical Center Kidskeller, Albany Medical Center Foundation, Center for Donation and Transplant, Columbia Memorial Hospital, and Saratoga Hospital, respond in the negative to these Lines as they did not have any foreign financial accounts.
Form 990 Part V Line 6a The subordinate organizations, Albany Medical Center Hospital, Albany Medical Center Kidskeller, Albany Medical College, Center for Donation and Transplant, Columbia Memorial Hospital, and Saratoga Hospital, respond in the negative to these Lines as they did not solicit any contributions that were not tax deductible as charitable contributions.
Form 990 Part V Line 7a The subordinate organizations, Albany Medical Center Hospital, Albany Medical Center Kidskeller, Albany Medical College, Center for Donation and Transplant, Columbia Memorial Hospital, and Saratoga Hospital, respond in the negative to these Lines as they did not receive any contributions in excess of $75 that were made partly as a contribution and partly for goods and services provided to the payor. Form 990 Part V Lines 8, 9a, & 9b The subordinate organization Columbia Memorial Hospital is the only subordinate maintaining a donor advised fund.
Form 990 Part VI Line 6, 7A, and 7b Members and Governance Albany Medical Center (AMC) is the sole corporate member of the subordinate organizations included in the group filing. AMC retains seats on the Board of Trustees for the subordinate organizations and has the power to appoint members of the Board of Trustees. With this power, AMC approves the annual operating budget, approval of changes in Senior Management, significant litigation settlements as well as updates to the governing documents.
Form 990 Part VI Line 11b Form 990 Review Process The Board of Directors, through its Audit Committee, engages a prominent accounting firm, KPMG, to conduct a review of its tax return for compliance with IRS regulations. The Audit Committee engages KPMG as paid preparer to ensure accuracy of filings and raise for discussion issues or concerns that are considered significant. Issues or concerns are raised with management and brought to the attention of the Audit Committee throughout the year as warranted and required. The review of the tax return includes a review by senior management of Albany Medical Center and a presentation at a meeting of the Audit Committee of the Board of Directors of Albany Medical Center. The Finance Committees of Saratoga Hospital and Columbia Memorial Hospital review the return for accuracy of their respective Hospitals information and disclosures. ADDITIONALLY, THE COMPLETE BOARDS OF EACH SUBORDINATE ENTITY INCLUDED IN THE GROUP RETURN RECEIVE A COPY OF THE FORM 990 FOR REVIEW PRIOR TO ITS FILING.
Form 990 Part VI Line 12c Explanation of Monitoring and Enforcement of Conflicts Albany Medical Center Hospital and Affiliates: All candidates for Board membership and Board Committee membership receive a copy of the conflict of interest policy and conflict of interest questionnaire for completion. Actual or potential conflicts reported are reviewed by the Committee on Audit & Compliance of the Board of Directors and appropriate action is taken to mitigate conflicts. Upon hire, all employees receive an employee manual which explains the conflict of interest policy and the requirement to report any actual or potential conflicts. All employees also receive refresher education regarding the policy and a reminder about the reporting requirement as part of their mandatory annual education. All employees are responsible for notifying Center management of any potential conflicts in addition to responding to requests for information if requested. Persons holding significant management positions receive a copy of the conflict of interest questionnaire for completion. Any conflicts which are reported or discovered are reviewed by the Corporate Compliance & Audit Dept. and appropriate action is taken to mitigate the conflict. Employees who violate the conflict of interest policy are subject to the institution's corrective action policies. Columbia Memorial Hospital: All members of the Board of Trustees are required to complete and execute the Hospital policy on Organization Ethics as well as a Conflict of Interest questionnaire for Trustees and a Confidentiality Agreement for Board Members. In addition to these forms being completed by new members, prior to appointment, they are also required of all incumbent trustees on an annual basis. The Audit Committee reviews, monitors & enforces conflict of interest issues and reports the same to all members at the General Board Meetings. Saratoga Hospital: The Hospital maintains two conflict of interest policies. One policy applies to members of the Board of Trustees, Hospital officers, members of the Hospitals medical staff (both directly employed and non-employed), and all employees whose compensation exceeds $100,000. A second conflict of interest policy applies to all members of management, employees and volunteers of the Hospital, as well as persons serving in those roles for corporations affiliated with the Hospital who are not covered by the first policy. On an annual basis a conflict of interest disclosure questionnaire process is undertaken. All members of the Board of Trustees and management, all non-management employees whose compensation exceeds $100,000, and certain members of the Hospitals medical staff are required to complete and file the questionnaire with the Hospitals Chief Compliance Officer. All members of the Hospitals medical staff are required to complete and file the questionnaire as part of their biennial credentialing process. Additionally, members of Hospital management are required to identify any additional employees under their supervision who have the ability to influence purchasing decisions aggregating to $100,000 or more annually. These employees are also required to complete and file the questionnaire. Responses are tracked by the Chief Compliance Officer and are reported to the Audit and Corporate Compliance Committee of the Board of Trustees.
Form 990 Part VI Line 15b Compensation Review & Approval Process - Officers & Key Employees Albany Medical Center Hospital and Affiliates: The Compensation Committee of the Board of Directors (Committee) establishes compensation for the President and Chief Executive Officer of the organization, all Executive Vice Presidents and other top management officials who report directly to the President and Chief Executive Officer, subject to approval by the Board of Directors. The Committee uses professional compensation advisors who are capable of rendering independent advice and independent market surveys. The Committee targets the market median (50th percentile) for cash compensation; benefit programs are intended to be competitive. After the compensation program is determined, the Committee-approved recommendation is forwarded to the Board of Directors for its consideration and approval, and that is contemporaneously substantiated. Columbia Memorial Hospital: Performance review and recommendations related to salary are undertaken by the Compensation Committee of the Board of Trustees on an annual basis. The Compensation Committee is comprised of select members of the Board of Trustees who may employ outside consultants, use industry standards, benchmarking data, etc. to formulate conclusions. Saratoga Hospital: On an annual basis, the Executive Committee reviews the performance of the President/Chief Executive Officer (CEO) and makes a base salary recommendation to the full Board. The Executive Committee performs this task using a target percentile rank on a scale of amounts paid to similarly situated executives in the marketplace as measures by external benchmark surveys. Additionally, the Executive Committee factors in relative skill mix, experience, competence and overall performance. The Executive Committee sets annual performance criteria the CEO must meet in order to qualify for incentive compensation and any recommendation for additional compensation is made annually. The CEO is responsible, with the oversight of the Executive Committee, for determining the base compensation for all other executives in the organization. These base salaries are also determined using a target percentile rank on a scale for executives situated similarly by position within the marketplace, with acceptable exceptions based on skill mix, experience and/or scope of responsibility. Incentive compensation for all other executives is determination by the CEO and based on organizational and individual performance measures and outcomes. For both CEO and executive compensation, the requirements for invoking a rebuttable presumption of reasonableness in accordance with IRS intermediate sanction regulations are used as a guideline, to the extent practicable.
Form 990 Part VI Line 16a Joint Venture Lines 16a and 16b have been answered in the affirmative due to the activities of Columbia Memorial Hospital, a subordinate organization of the group. The other subordinate organizations respond in the negative to Line 16a.
Form 990 Part VI Line 19 Other Organization Documents Publicly Available Documents are made available upon request.
Form 990 Part VI Line 20 The person in possession of the books and records for the subordinate organizations are as follow: Columbia Memorial Hospital: Name: Bryan Mahoney Address: 71 Prospect Ave, Hudson NY, 12534 Phone: 518-828-7601 Saratoga Hospital: Name: Michael Battle Address: 211 Church Street, Saratoga Springs, NY 12866 Phone: 518-587-3222
Form 990 Part XI Line 9 Other Changes in Net Assets or Fund Balances Fair Value of Interest Rate Swap - AMC $ (87,038) Pension Related Changes - AMC $ 7,738,789 Adjustment to prior year Contributions - AMC $ (71,487) Fair Value of Interest Rate Swap - CMH $ 119,419 Pension Related Changes - CMH $ 478,004 Net Assets Released from Restrictions - CMH $ (198,964) -------------------- Total $ 7,978,723
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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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
2019
Open to Public Inspection
Name of the organization
Albany Medical Center Group
Organization
Employer identification number

47-3869194
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)Better Health for Northeast New York
43 New Scotland Ave

Albany,NY12208
81-1861104 		DSRIP NY 501(c)(6)   AMC Hospital
 
Yes
 
(2)Kaaterskill Commons Inc
163 Jefferson Heights

Catskill,NY12414
20-5700964 		Housing NY 501(c)(3) 7 CMH
 
Yes
 
(3)Columbia-Greene Hospital Foundation
71 Prospect Ave

Hudson,NY12534
14-1761112 		Fundraising NY 501(c)(3) 10 CMH
 
Yes
 
(4)The Second Show Inc
519 Warren Street

Hudson,NY12534
14-1796715 		Thrift Shop NY 501(c)(3) 7 CMH
 
Yes
 
(5)Saratoga Regional Medical PC
211 Church Street

Saratoga Springs,NY12866
47-2468259 		Healthcare NY 501(c)(3) 3 SH
 
Yes
 
(6)Saratoga Care Inc
211 Church Street

Saratoga Springs,NY12866
14-1775218 		Health Promo NY 501(c)(3) 12 Type II SH
 
Yes
 
(7)Healthcare Partners of Saratoga Ltd
211 Church Street

Saratoga Springs,NY12866
45-3303309 		Emergent Care NY 501(c)(3) 3 NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
(1) Columbia-Greene Services Inc

c/o CMH 71 Prospect Ave
Hudson,NY12534
14-1758524 		Healthcare NY NA
  		C Corp     100.000 % Yes  
(2) Madison Avenue Services Corp

47 New Scotland Ave MC 116
Albany,NY12208
14-1665610 		Other (Inactive) NY AMC
  		C Corp         No










Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
 
No
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
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
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
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Saratoga Care Inc

 c 1,796,630 FMV
(2) Saratoga Care Inc

 o 376,613 FMV
(3) Saratoga Care Inc

 q 538,351 FMV
(4) Columbia-Greene Hospital Foundation

 c 1,136,986 Accrual
(5) Columbia-Greene Hospital Foundation

 m 206,287 Accrual
(6) Columbia-Greene Hospital Foundation

 q 163,145 cash
(7) The Second Show Inc

 q 199,127 Cash
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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