TY 2022 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CRAIG J ANMUTH DO...................................................................... MEDICAL DIRECTOR	55.0 ................. 0.0		X		339,074	8,796
(2) WEI XU MD...................................................................... PHYSIATRIST	55.0 ................. 0.0			X	283,734	45,621
(3) BETH HOFFMAN PT MS...................................................................... PRESIDENT/CEO	55.0 ................. 0.0		X		251,269	36,341
(4) MARIANNE STURR MD...................................................................... PHYSIATRIST	55.0 ................. 0.0			X	263,554	19,852
(5) SHEHNAZ RUPSEE RN...................................................................... REGISTERED NURSE	55.0 ................. 0.0			X	219,373	46,747
(6) SALVATORE RUSSOMANO MD...................................................................... PHYSIATRIST	55.0 ................. 0.0			X	214,376	43,874
(7) DARSHANA CHOKSI RN...................................................................... REGISTERED NURSE	55.0 ................. 0.0			X	197,897	41,498
(8) KIMBERLEY CORNELY...................................................................... CNO/VP PATIENT SERVICES	55.0 ................. 0.0		X		162,698	40,040
(9) SHAWN RYAN...................................................................... CHIEF FINANCIAL OFFICER	55.0 ................. 0.0		X		186,041	7,059
(10) DIANE S CROSHAW...................................................................... TRUSTEE-COO/VP HUMAN RESOURCES	55.0 ................. 0.0	X	X		161,569	5,879
(11) RICHARD J KATHRINS PHD...................................................................... TRUSTEE-CHIEF POLICY & REG OFF	16.0 ................. 0.0	X			136,035	5,080
(12) ROY GOLDBERG...................................................................... VICE CHAIR - TRUSTEE	1.0 ................. 0.0	X	X		47,610	23,519
(13) PHILIP J PERSKIE ESQ...................................................................... CHAIR - TRUSTEE	1.0 ................. 0.0	X	X		0	0
(14) RONALD G ROSSI...................................................................... SECRETARY - TRUSTEE	1.0 ................. 0.0	X	X		0	0
(15) PHILIP DIBERARDINO...................................................................... TREASURER - TRUSTEE	1.0 ................. 0.0	X	X		0	0
(16) TOM BALLANCE...................................................................... TRUSTEE	1.0 ................. 0.0	X			0	0
(17) DAVID BLECKER MD...................................................................... TRUSTEE	1.0 ................. 0.0	X			0	0

(A) Name and business address	(B) Description of services	(C) Compensation
ATLANTICARE REGIONAL MEDICAL CENTER, JIMMIE LEEDS ROAD POMONA,NJ08240	PHARMACY/MEDICAL	706,653
CERNER CORPORATION, PO BOX 959156 ST LOUIS,MO631959156	SOFTWARE MAINTENANCE	574,386
Perskie Mairone Brog Barrera Bayl, 327 Central AVENUE 200 LINWOOD,NJ08221	LEGAL	286,637
MEDHOST DIRECT INC, 6550 CARTHERS PARKWAY SUITE 100 FRANKLIN,TN08225	SOFTWARE MAINTENANCE	196,104
CAPALDI REYNOLDS PELOSI PA, 332 TILTON ROAD NORTHFIELD,NJ08225	ACCOUNTING/AUDIT	139,311
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 5

- TIN:

SCHEDULE A
(Form 990)

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

2022

Open to Public
Inspection

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

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)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2022

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)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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.)..

First 5 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

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

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

OMB No. 1545-0047

2022

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization BACHARACH INSTITUTE FOR REHABILITATION

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization BACHARACH INSTITUTE FOR REHABILITATION		Employer identification number 21-0634964

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization BACHARACH INSTITUTE FOR REHABILITATION			Employer identification number 21-0634964
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

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

OMB No. 1545-0047

2021

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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.

Cat. No. 50084S

Schedule C (Form 990) 2021

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2018	(b) 2019	(c) 2020	(d) 2021	(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) 2021

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

6,594

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

7,897

Total. Add lines 1c through 1i ....................................................................................................

14,491

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-B; LINES 1G & 1I	THE ORGANIZATION IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION, AMERICAN HOSPITAL ASSOCIATION, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EFFORTS PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $7,897 IN 2022. IN ADDITION, THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS PRESIDENT/CHIEF EXECUTIVE OFFICER AND CHIEF POLICY & REGULATORY OFFICER TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $6,594 IN 2022.

Return Reference

Explanation

SCHEDULE C, PART II-B; LINES 1G & 1I

THE ORGANIZATION IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION, AMERICAN HOSPITAL ASSOCIATION, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EFFORTS PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $7,897 IN 2022. IN ADDITION, THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS PRESIDENT/CHIEF EXECUTIVE OFFICER AND CHIEF POLICY & REGULATORY OFFICER TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $6,594 IN 2022.

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

2021

Open to Public Inspection

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	4,339,458	3,955,569	3,730,664	3,366,951	3,748,559
b	Contributions ...
c	Net investment earnings, gains, and losses	-732,755	383,889	224,905	363,713	-381,608
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	3,606,703	4,339,458	3,955,569	3,730,664	3,366,951

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

100.000 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	21,465,002	17,167,955	4,297,047
c	Leasehold improvements	5,601,086	4,186,537	1,414,549
d	Equipment ....	15,222,733	12,104,502	3,118,231
e	Other .....	244,820		244,820
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				9,074,647

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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)CASH & SHORT-TERM INVESTMENTS	5,714,396	F
(2)CERTIFICATE OF DEPOSIT	93,500	F
(3)STOCKS & EXCHANGE TRADED FUNDS	7,326,138	F
(4)INVESTMENT IN BIR FOUNDATION	29,493,003	F
(5)INTEREST IN CHARITABLE TRUSTS	3,073,493	F
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	45,700,530

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,401,037
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) 2021

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	36,219,217
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	36,219,217
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	73,306
b	Other (Describe in Part XIII.) ...........	4b	-152
c	Add lines 4a and 4b....................			4c	73,154
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	36,292,371

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	40,445,694
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	40,445,694
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	73,306
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	73,306
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	40,519,000

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART V	ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2022 AND DECEMBER 31, 2021; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2022 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S BENFICIAL INTEREST IN CHARITABLE TRUSTS: BENEFICIAL INTEREST IN CHARITABLE TRUSTS ---------------------------------------- THE HOSPITAL MEASURES ITS BENEFICIAL INTEREST IN CHARITABLE TRUSTS BY USING THE FAIR VALUE OF THE ASSETS CONTRIBUTED TO THE TRUSTS. THE FAIR VALUE AS OF DECEMBER 31, 2022 AND 2021 WAS $3,073,493 AND $3,806,248, RESPECTIVELY. THE CHANGE IN VALUES OF THE BENEFICIAL INTEREST IN CHARITABLE TRUSTS WAS ($732,755) and $383,889 FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, RESPECTIVELY.
SCHEDULE D, PART X, LINE 2	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2022 AND DECEMBER 31, 2021; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE ORGANIZATION'S 2022 AUDITED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): MANAGEMENT HAS EVALUATED UNCERTAIN TAX POSITIONS TAKEN BY THE HOSPITAL. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITY. THE HOSPITAL HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 4B	AMOUNTS INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON SCHEDULE D, PART XI, LINE 1 INCLUDE THE FOLLOWING: - DONOR RESTRICTED INVESTMENT INCOME - $33,677; - DONOR RESTRICTED CONTRIBUTIONS - $27,048; AND - DONOR RESTRICTED NET REALIZED LOSSES ON INVESTMENTS - ($60,877).

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 500 %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	41,316		41,316	0.100 %
b	Medicaid (from Worksheet 3, column a) . . . . .	387,527	2,408,930	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	428,843	2,408,930	41,316	0.100 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .	376,935		376,935	0.930 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	376,935		376,935	0.930 %
k	Total. Add lines 7d and 7j .	805,778	2,408,930	418,251	1.030 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022

Schedule H (Form 990) 2022

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

691,282

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. ......

13,401

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

Enter total revenue received from Medicare (including DSH and IME).....

12,480,772

Enter Medicare allowable costs of care relating to payments on line 5.....

13,365,913

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-885,141

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2022

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)			Facility reporting group
1	BACHARACH INSTITUTE FOR REHAB 61 JIMMIE LEEDS ROAD PO BOX 723 POMONA,NJ082400723 WWW.BACHARACH.ORG 20125	X	1

Schedule H (Form 990) 2022

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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 .................

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..................................

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.BACHARACH.ORG

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.BACHARACH.ORG

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2022

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 100%
and FPG family income limit for eligibility for discounted care of 500.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 6

Part VFacility Information (continued)

Billing and Collections

	BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	BACHARACH INSTITUTE FOR REHABILIATION
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2022

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
SCHEDULE H, PART V, SECTION B, QUESTION 5	IN ITS MOST RECENTLY CONDUCTED CHNA THE ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED BY THE HOSPITAL FACILITY. IN AN EFFORT TO RECEIVE INPUT BY THE MEMBERS OF THEIR PRIMARY SERVICE AREA, THE ORGANIZATION DISTRIBUTED A SURVEY. THE HOSPITAL COLLECTED DATA BY OFFERING THE SAME SURVEY IN TWO DIFFERENT FORMATS, AN ELECTRONIC SURVEY AND A PAPER SURVEY. THE PAPER SURVEY WAS OFFERED TO BACHARACH OUTPATIENTS AND TO VISITORS, AS WELL AS AT COMMUNITY EVENTS SUCH AS SCREENINGS AND HEALTH FAIRS. THE ELECTRONIC VERSION WAS OFFERED TO BACHARACH'S EMAIL DISTRIBUTION LIST AND WAS ALSO AVAILABLE ON THE BACHARACH WEBSITE. THE SURVEY INCLUDED QUESTIONS ABOUT THE RESPONDENT'S ZIP CODE, DISABILITY STATUS, PERCEIVED BARRIERS TO SERVICES, ACCESSIBILITY AND SO ON. THE ORGANIZATION'S CHNA COMMITTEE, WHICH INCLUDED VARIOUS COMMUNITY STAKEHOLDERS, CONSULTED WITH REPRESENTATIVES FROM ATLANTICARE REGIONAL MEDICAL CENTER AND SHORE MEDICAL CENTER. ADDITIONALLY, BACHARACH SEEKED INPUT FROM THE ATLANTIC COUNTY GOVERNMENT, INCLUDING THE INTERGENERATION SERVICES, TRANSPORTATION DEPARTMENT AND THE DIVISION OF PUBLIC HEALTH. STOCKTON UNIVERSITY OFFICIALS, PARTICULARLY THE WELLNESS OFFICE AND THE COORDINATOR OF SERVICES FOR STUDENTS WITH DISABILITIES WERE ALSO UTILIZED AS RESOURCES FOR THE PREPARATION OF THE ORGANIZATION'S MOST RECENTLY CONDUCTED CHNA.
SCHEDULE H, PART V, SECTION B, QUESTION 6B	THE ORGANIZATION'S MOST RECENT CHNA WAS CONDUCTED SOLELY BY BACHARACH INSTITUTE FOR REHABILIAITON. HOWEVER, WITHIN THE 561 SQUARE MILES OF ATLANTIC COUNTY ARE MANY ORGANIZATIONS THAT WORK CLOSELY WITH THE ORGANIZATION, IN ONE FASHION OR ANOTHER, TO HELP IDENTIFY AND ADDRESS THE HEALTH NEEDS OF ITS COMMUNITY. THE ORGANIZATION'S COMMUNITY PARTNERS INCLUDE THE FOLLOWING: - ATLANTICARE MEDICAL CENTER - ATLANTIC CENTER FOR INDEPENDENT LIVING - ATLANTIC COUNTY DIVISION OF PUBLIC HEALTH - ATLANTIC COUNTY GOVERNMENT INTERGENERATIONAL SERVICES - ATLANTIC COUNTY TRANSPORTATION - GALLOWAY TOWNSHIP - SHORE MEDICAL CENTER - STOCKTON UNIVERSITY; STOCKTON CENTER ON SUCCESSFUL AGING
SCHEDULE H, PART V, SECTION B, QUESTION 7A	DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE ORGANIZATION'S HOME PAGE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.BACHARACH.ORG/IMPORTANT-INFORMATION-AND-POLICIES-BACHARACH/
SCHEDULE H, PART V, SECTION B, QUESTION 10A	DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10A, IS THE ORGANIZATION'S HOME PAGE. THE ORGANIZATION'S IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.BACHARACH.ORG/IMPORTANT-INFORMATION-AND-POLICIES-BACHARACH/
SCHEDULE H, PART V, SECTION B, QUESTION 11	USING BOTH PRIMARY AND SECONDARY DATA RESOURCES AND CONDUCTING SURVEYS, THEMES BEGAN TO EMERGE REGARDING THE NEEDS OF ATLANTIC COUNTY RESIDENTS TRYING TO RETURN TO INDEPENDENT LIVING IN THE COMMUNITY AFTER REHABILITATION. STRATEGIC INITIATIVES --------------------- AS A RESULT OF THE ORGANIZATION'S CHNA THE FOLLOWING STRATEGIC INITIATIVES WERE DEVELOPED. IN AN EFFORT TO ENSURE THAT NO PATIENT IS DENIED MEDICAL REHABILITATION SERVICES DUE TO A LACK OF TRANSPORTATION. THE ORGANIZATION PLANS TO: - PROVIDE FREE TRANSPORTATION TO OUTPATIENT THERAPIES WITHIN A 20 MILE RADIUS FOR PATIENTS WITHOUT OTHER TRANSPORTATION OPTIONS; - WORK WITH TRANSATLANTIC PARTNERS TO IDENTIFY EFFICIENCIES AND ELIMINATE DUPLICATION OF SERVICES; - WRITE GRANTS AND SEEK FUNDING FOR VEHICLES WHENEVER POSSIBLE TO KEEP THE PROGRAM VIABLE; - PRIORITIZE TRANSPORTATION FOR LOW-INCOME, DISABLED AND ELDERLY PATIENTS; - EDUCATE STAKEHOLDERS SUCH AS PRIMARY CARE PHYSICIANS, NURSE PRACTITIONERS AND CASE MANAGERS; AND - COLLABORATE WITH COMMUNITY PARTNERS. OTHER COMMUNITY NEEDS ADDRESSED BY HOSPITAL PROGRAMS ---------------------------------------------------- BACHARACH OFFERS A WIDE VARIETY OF COMMUNITY BENEFIT PROGRAMS OTHER THAN THOSE LISTED IN THE INITIATIVES ABOVE. BACHARACH SUPPORTS CONTINUING EDUCATION FOR ITS EMPLOYEES AND ALSO PROMOTES IN-HOUSE EDUCATION FOR STAFF IN THE FORM OF PHYSICIAN LECTURES AND GUEST SPEAKERS CONVERSANT WITH NEW TECHNOLOGIES IN THERAPY PRODUCTS AND APPLICATIONS. TO THE COMMUNITY, THE ORGANIZATION OFFERS HEARING SCREENINGS AT HEALTH FAIRS, INCLUDING ITS ABILITY FAIR. THE HOSPITAL ALSO HAS A SCREENING PROGRAM FOR BALANCE PROBLEMS AND FALL PREVENTION. PEOPLE AT RISK ARE DIRECTED TO THE EVIDENCE BASED OTAGO FALL PREVENTION AND EXERCISE PROGRAM. ATLANTIC COUNTY INTERGENERATIONAL SERVICES HAS FUNDING TO UNDERWRITE CARE FOR THOSE WHO ARE UNDERINSURED OR UNINSURED. THROUGH ATLANTIC COUNTY, THE ORGANIZATION OFFERS AN AQUATIC EXERCISE CLASS FOR SENIORS WITH ARTHRITIS. THE COUNTY COVERS THE COST OF THE CLASS, WHICH IS $10 PER CLASS. ADDITIONALLY, IN PARTNERSHIP WITH ATLANTIC COUNTY, BACHARACH OFFERS PHASE III CARDIAC REHABILITATION AT NO COST. THIS IS A MAINTENANCE PROGRAM THAT INSURANCE DOES NOT COVER, AND IT COSTS $45 PER MONTH. FOR MANY, $45 IS A HARDSHIP. ATLANTIC COUNTY COVERS THE COST FOR ELIGIBLE ATLANTIC COUNTY RESIDENTS OVER 60 YEARS OF AGE. BACHARACH SENDS OUT A QUARTERLY NEWSLETTER TO MORE THAN 10,000 PEOPLE IN SOUTHERN NEW JERSEY WITH INFORMATION ABOUT THE HOSPITALS CLINICIANS, PROGRAMS AND SERVICES. BACHARACH PROVIDES MEETING SPACE TO MANY GROUPS SUCH AS ALCOHOLICS ANONYMOUS, BRAIN INJURY ASSOCIATION OF NEW JERSEY BRAIN INJURY SUPPORT GROUP, AND THE SOUTH JERSEY SPINAL CORD INJURY GROUP. THE ORGANIZATION ALSO HAS SPEAKERS THAT PROVIDE EDUCATION ON HEARING LOSS AND HEARING INSTRUMENTS. EXPERTS FROM THE BACHARACH STAFF APPEAR ON RADIO TO SHARE INFORMATION ABOUT SERVICES AND PROGRAMS AS WELL AS TO DISCUSS PREVENTION AND MAKING HEALTHY AND SAFE CHOICES. NEEDS BEYOND THE HOSPITAL'S MISSION OR SERVICE PROGRAMS ------------------------------------------------------- ATLANTIC COUNTY HAS A LARGE AND VARIED POPULATION WITH A VARIETY OF NEEDS. MANY OF THE PROACTIVE PROGRAMS AND SERVICES THAT WOULD BE OF BENEFIT TO THIS POPULATION ARE ALREADY IN PLACE OR UNDER CONSIDERATION BY THE TWO ACUTE CARE HOSPITAL SYSTEMS IN THE COUNTY, ATLANTICARE AND SHORE MEDICAL CENTER. BOTH OFFER A MYRIAD OF SCREENINGS, SUPPORT GROUPS AND HEALTH EDUCATION CLASSES INCLUDING BLOOD PRESSURE SCREENINGS, CHILDBIRTH AND PARENTING CLASSES, WELLNESS CLASSES, SMOKING CESSATION, PHYSICIAN PRESENTATIONS, WEIGHT-LOSS CLINICS, JOINT REPLACEMENT PREPARATION, AND SO ON. THEY ARE LARGE COMMUNITY HOSPITALS WITH AMPLE RESOURCES AND ARE COMMITTED TO DISEASE PREVENTION AND EDUCATION IN OUR COUNTY.
SCHEDULE H, PART V, SECTION B, QUESTION 13H	THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES.
SCHEDULE H, PART V, SECTION B, QUESTION 16	THE ORGANIZATION CLOSED ITS MAIN HOSPITAL FACILITY AND ALL OUTPATIENT LOCATIONS AS OF MARCH 31, 2023. PRIOR TO CEASING BUSINESS, THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY WERE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE.

Schedule H (Form 990) 2022

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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?14
Name and address		Type of Facility (describe)
1	BIR - MAYS LANDING 5429 MAYS LANDING ROAD MAYS LANDING,NJ08330	OUTPATIENT REHAB FACILITY
2	BIR - CAPE MAY COURT HOUSE 601 ROUTE 9 SOUTH CAPE MAY COURT HOUSE,NJ08204	OUTPATIENT REHAB FACILITY
3	BIR - ATLANTIC CITY 1601 ATLANTIC AVE STE 701 ATLANTIC CITY,NJ08401	OUTPATIENT REHAB FACILITY
4	BIR - LINWOOD 601 NEW ROAD LINWOOD,NJ08221	OUTPATIENT REHAB FACILITY
5	BIR - AUDIOLOGY 436 CHRIS GAUPP DRIVE SUITE 103 GALLOWAY,NJ08205	OUTPATIENT REHAB FACILITY
6	BIR - TUCKERTON 345 EAST MAIN STREET SUITE 200 TUCKERTON,NJ08087	OUTPATIENT REHAB FACILITY
7	BIR - VINELAND 3600 EAST LANDIS AVENUE UNIT 14 VINELAND,NJ08361	OUTPATIENT REHAB FACILITY
8	BIR - MARMORA 4 WEST ROOSEVELT BOULEVARD UNIT 9 MARMORA,NJ08223	OUTPATIENT REHAB FACILITY
9	BIR - NORTH CAPE MAY 3860 BAYSHORE ROAD UNIT F NORTH CAPE MAY,NJ08204	OUTPATIENT REHAB FACILITY
10	BIR - OCEAN CITY NORTH 1555 HAVEN AVENUE OCEAN CITY,NJ08226	OUTPATIENT REHAB FACILITY
11	BIR - MARGATE 501 NORTH JEROME AVENUE MARGATE,NJ08402	OUTPATIENT REHAB FACILITY
12	BIR - SOMERS POINT AUDIO 647 SHORE ROAD SOMERS POINT,NJ08244	OUTPATIENT REHAB FACILITY
13	BIR - BRIGANTINE 3201 BRIGANTINE AVENUE BRIGANTINE,NJ08203	OUTPATIENT REHAB FACILITY
14	BIR - MANAHAWKIN 100 MCKINLEY AVE STE 1 MANAHAWKIN,NJ08050	OUTPATIENT REHAB FACILITY

Schedule H (Form 990) 2022

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Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
SCHEDULE H, PART I, LINE 3C	BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") PROVIDES UNCOMPENSATED CARE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. FINANCIAL ASSISTANCE IS AWARDED ON A FIRST REQUEST, FIRST SERVED BASIS TO ELIGIBLE PATIENTS UNTIL BACHARACH'S ANNUAL COMPLIANCE LEVEL IS MET. THE ANNUAL COMPLIANCE LEVEL IS DETERMINED YEARLY. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE ADMINISTRATIVE CHARITY FUND IF THEY MEET THE FOLLOWING CRITERIA: 1. HEALTHCARE SERVICES CRITERIA; 2. RESIDENCY CRITERIA; AND 3. INCOME CRITERIA. HEALTHCARE SERVICES CRITERIA: THE USE OF THE ADMINISTRATIVE CHARITY FUND IS LIMITED TO INPATIENT AND ELECTROMYOGRAPHY ("EMG") SERVICES. RESIDENCY CRITERIA: IN ORDER TO BE ELIGIBLE PATIENTS MUST BE ATLANTIC OR CAPE MAY COUNTY (NEW JERSEY) RESIDENTS, UNDOCUMENTED ALIENS, OR MIGRANTS LIVING IN NEW JERSEY WHILE RECEIVING CARE. INCOME CRITERIA: PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 100% OF FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% ADMINISTRATIVE CHARITY FUND ASSISTANCE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 100% BUT LESS THAN 200% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE. ADDITIONALLY, BACHARACH ADHERES TO THE RULES SET FORTH IN PUBLIC LAW 2008, CHAPTER 60, NEW JERSEY UNINSURED DISCOUNT, WHEREIN ALL UNINSURED PATIENTS WITH FAMILY GROSS INCOME LESS THAN 500% OF FPG WILL BE ELIGIBLE FOR DISCOUNTED CARE UNDER THIS PROGRAM. UNDER THIS PROGRAM AN ELIGIBLE PATIENT WILL BE CHARGED AN AMOUNT NO GREATER THAN 115% OF THE APPLICABLE PAYMENT RATE UNDER THE FEDERAL MEDICARE PROGRAM FOR THE HEALTHCARE SERVICES RENDERED. PURSUANT TO INTERNAL REVENUE CODE 501(R)(5), IN THE CASE OF MEDICALLY NECESSARY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL NOT BE CHARGED MORE THAN AN INDIVIDUAL WHO HAS INSURANCE COVERING SUCH CARE. ALL PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY MAY BE ELIGIBLE FOR THIS DISCOUNT. THIS INCLUDES ALL UNINSURED PATIENTS AND UNDERINSURED PATIENTS WHOSE FAMILY GROSS INCOME IS GREATER THAN 100% BUT LESS THAN 200% OF FPG. THE ORGANIZATION HAS ADOPTED THE LOOK-BACK METHOD TO CALCULATE ITS AMOUNTS GENERALLY BILLED ("AGB") PERCENTAGE. THIS AGB PERCENTAGE IS CALCULATED ANNUALLY BASED ON ALL CLAIMS ALLOWED BY MEDICARE-FEE-FOR-SERVICE + PRIVATE HEALTH INSURERS OVER A 12 MONTH PERIOD, DIVIDED BY THE GROSS CHARGES ASSOCIATED WITH THESE CLAIMS. THE APPLICABLE AGB % WILL BE APPLIED TO GROSS CHARGES TO DETERMINE THE AGB. ADDITIONAL INFORMATION PERTAINING TO THE AGB PERCENTAGE AND HOW THAT PERCENTAGE WAS CALCULATED IS AVAILABLE UPON REQUEST AND FREE OF CHARGE. ANY INDIVIDUAL DETERMINED TO BE FAP-ELIGIBLE WILL NOT BE CHARGED MORE THAN AGB FOR MEDICALLY NECESSARY HEALTHCARE SERVICES PURSUANT TO INTERNAL REVENUE CODE 501(R)(5). IN ADDITION, ANY FAP-ELIGIBLE INDIVIDUAL WILL ALWAYS BE CHARGED THE LESSER OF AGB OR ANY DISCOUNTED RATE AVAILABLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART I; QUESTION 6A	NOT APPLICABLE.
SCHEDULE H, PART I; QUESTIONS 7 & 7B	THE ORGANIZATION UTILIZED WORKSHEET 2 TO CALCULATE THE COST TO CHARGE RATIO. BACHARACH INSTITUTE FOR REHABILITATION PARTNERED WITH ATLANTIC COUNTY AND THE STATE OF NEW JERSEY THROUGH A PROVIDER ASSESSMENT MECHANISM TO MAKE THE STATE OF NEW JERSEY MEDICAID PROGRAM HEALTHIER FOR ALL. THE PROGRAM INCREASES FINANCIAL RESOURCES PROVIDED TO THE HOSPITAL USING THE STATE OF NEW JERSEY'S MEDICAID PROGRAM AND CERTAIN FEDERAL MATCHING FUNDS IN ORDER TO BETTER SERVE THE NEEDS IN THE COMMUNITY. THE ASSOCIATED COUNTY OPTION EXPENSES IN THE AMOUNT OF $329,917 AND OFFSETTING REVENUE IN THE AMOUNT OF $2,354,713 ARE INCLUDED WITHIN SCHEDULE H, PART I, LINE 7B, COLUMN C (TOTAL COMMUNITY BENEFIT EXPENSE) AND COLUMN D (DIRECT OFFSETTING REVENUE); RESPECTIVELY.
SCHEDULE H, PART III, SECTION A; QUESTION 1	HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NUMBER 15 ("STATEMENT 15") PROVIDES GUIDELINES FOR DISTINGUISHING CHARITY CARE FROM BAD DEBT EXPENSE. STATEMENT 15 REQUIRES THAT CHARITY CARE IS NOT RECOGNIZED AS RECEIVABLE OR REVENUE IN THE FINANCIAL STATEMENTS. STATEMENT 15 FURTHER EXPLAINS THAT SELF-PAY PATIENTS THAT DO HAVE A REASONABLE LIKELIHOOD OF PAYMENT SHOULD BE REPORTED AS CHARITY CARE AND NOT BAD DEBT EXPENSE. THE HOSPITAL GENERALLY FOLLOWS THE GUIDELINES OUTLINED IN STATEMENT 15. IN CERTAIN INSTANCES, IT IS UNLIKELY THAT UNINSURED PATIENTS WILL PAY FOR THE SERVICES RENDERED, BUT THEY DO NOT QUALIFY FOR FINANCIAL ASSISTANCE DUE TO LACK OF PATIENT COOPERATION OR OTHER REASONS. THE HOSPITAL PURSUES COLLECTION OF THESE AMOUNTS AND UNPAID BALANCES ARE REPORTED AS BAD DEBT EXPENSE. UNDER STATEMENT 15, THESE AMOUNTS WOULD BE RECORDED AS CHARITY CARE RATHER THAN BAD DEBT EXPENSE AND THIS IS THE RATIONALE FOR OUR RESPONSE: "NO".
SCHEDULE H, PART III, SECTION A; QUESTIONS 2, 3 & 4	BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION ESTIMATES THAT ROUGHLY 3.5% OF ITS BAD DEBT EXPENSE IS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION PREPARES AND ISSUES AUDITED FINANCIAL STATEMENTS. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION. PATIENT ACCOUNTS RECEIVABLE --------------------------- PATIENT ACCOUNTS RECEIVABLE IS REPORTED AT THE NET REALIZABLE VALUE. ACCOUNTS ARE WRITTEN OFF WHEN THEY ARE DETERMINED TO BE UNCOLLECTIBLE BASED UPON MANAGEMENT'S ASSESSMENT OF INDIVIDUAL ACCOUNTS. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IS ESTIMATED BASED UPON A PERIODIC REVIEW OF THE ACCOUNTS RECEIVABLE AGING AND APPLICATION OF ESTABLISHED WRITE-OFF PERCENTAGES. NET PATIENT SERVICE REVENUE --------------------------- NET PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE HOSPITAL EXPECTS TO BE ENTITLED FOR PROVIDING PATIENT CARE. THESE AMOUNTS ARE DUE FROM THIRD-PARTY PAYORS, PATIENTS, AND OTHERS AND INCLUDE VARIABLE CONSIDERATION FROM RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENT OF REVIEWS AND AUDITS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS, AS FINAL SETTLEMENTS ARE DETERMINED. CONTRACTS, LAWS AND REGULATIONS GOVERNING THE MEDICARE PROGRAM ARE COMPLEX AND SUBJECT TO INTERPRETATION. THUS, THERE IS AT LEAST A REASONABLE POSSIBILITY THAT RECORDED ESTIMATES MAY CHANGE BY A MATERIAL AMOUNT IN THE NEAR TERM. GENERALLY, THE HOSPITAL BILLS THE THIRD-PARTY PAYORS AND PATIENTS SEVERAL DAYS AFTER THE SERVICES ARE PERFORMED OR SHORTLY AFTER DISCHARGE. REVENUE IS RECOGNIZED AS PERFORMANCE OBLIGATIONS ARE SATISFIED. PERFORMANCE OBLIGATIONS ARE DETERMINED BASED ON THE NATURE OF THE SERVICES PROVIDED BY THE HOSPITAL. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED OVER TIME IS RECOGNIZED BASED ON ACTUAL CHARGES INCURRED IN RELATION TO TOTAL EXPECTED OR ACTUAL CHARGES. THE HOSPITAL BELIEVES THAT THIS METHOD PROVIDES A REASONABLE DEPICTION OF THE TRANSFER OF SERVICES OVER THE TERM OF THE PERFORMANCE OBLIGATIONS BASED ON THE INPUTS NEEDED TO SATISFY THE OBLIGATION. GENERALLY, PERFORMANCE OBLIGATIONS THAT ARE SATISFIED OVER TIME RELATE TO PATIENTS RECEIVING INPATIENT ACUTE AND SUB-ACUTE CARE SERVICES. THE HOSPITAL MEASURES THE PERFORMANCE OBLIGATIONS FROM ADMISSION INTO THE HOSPITAL TO THE POINT WHEN IT IS NO LONGER REQUIRED TO PROVIDE SERVICES TO THAT PATIENT, WHICH IS GENERALLY AT THE TIME OF DISCHARGE. THESE SERVICES ARE CONSIDERED TO BE A SINGLE PERFORMANCE OBLIGATION. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED AT A POINT IN TIME IS RECOGNIZED WHEN SERVICES ARE PROVIDED AND THE HOSPITAL DOES NOT BELIEVE IT IS REQUIRED TO PROVIDE ADDITIONAL SERVICES TO THE PATIENT. BECAUSE ALL OF ITS PERFORMANCE OBLIGATIONS RELATE TO CONTRACTS WITH A DURATION OF LESS THAN ONE YEAR, THE HOSPITAL HAS ELECTED TO APPLY THE OPTIONAL EXEMPTION PROVIDED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARD CODIFICATION ("ASC") 606-10-50-14(A) AND, THEREFORE, IS NOT REQUIRED TO DISCLOSE THE AGGREGATE AMOUNT OF THE TRANSACTION PRICE ALLOCATED TO PERFORMANCE OBLIGATIONS THAT ARE UNSATISFIED AT THE END OF THE REPORTING PERIOD. THE UNSATISFIED OR PARTIALLY UNSATISFIED PERFORMANCE OBLIGATIONS REFERRED TO ABOVE ARE PRIMARILY RELATED TO INPATIENT ACUTE AND SUB-ACUTE CARE SERVICES AT THE END OF THE REPORTING PERIOD. THE PERFORMANCE OBLIGATIONS FOR THESE CONTRACTS ARE GENERALLY COMPLETED WHEN THE PATIENTS ARE DISCHARGED, WHICH GENERALLY OCCURS WITHIN DAYS OR WEEKS OF THE END OF THE REPORTING PERIOD. THE TRANSACTION PRICE IS BASED ON STANDARD CHARGES FOR SERVICES PROVIDED TO PATIENTS, REDUCED BY APPLICABLE CONTRACTUAL ADJUSTMENTS, DISCOUNTS TO UNDER AND UNINSURED PATIENTS, AND IMPLICIT PRICING CONCESSIONS. THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNT ARE BASED ON CONTRACTUAL AGREEMENT, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVES HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGMENT. ACCOUNT BALANCES ARE WRITTEN OFF AS AN IMPLICIT PRICING CONCESSION WHEN MANAGEMENT BELIEVES IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. CHARITY CARE ------------ THE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE.
SCHEDULE H, PART III, SECTION B; QUESTION 8	MEDICARE COSTS WERE DERIVED FROM THE 2022 MEDICARE COST REPORT. IT IS THE ORGANIZATION'S POSITION THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE" A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. IT IS THE ORGANIZATION'S POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL), IF ANY, AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE AMERICAN HOSPITAL ASSOCIATION'S ("AHA") POSITION IS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA BELIEVED THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO BELIEVE THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE V
SCHEDULE H, PART III, SECTION B; QUESTION 9B	ACCOUNTS CONSIDERED TO BE CHARITY CARE ARE NOT INCLUDED IN THE BAD DEBT EXPENSE, BUT RATHER, ACCOUNTED FOR AS AN ALLOWANCE. BACHARACH PROVIDES FINANCIAL ASSISTANCE THROUGH ITS ADMINISTRATIVE CHARITY FUND TO INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR ALL OR PART OF THE HOSPITAL SERVICES PROVIDED. THE ADMINISTRATIVE CHARITY FUND IS A BACHARACH PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE MEDICALLY NECESSARY HEALTHCARE SERVICES WITHIN THE HOSPITAL FACILITY. BACHARACH OFFERS MEDICALLY NECESSARY HEALTHCARE SERVICES WHICH ALLOW PATIENTS TO RESTORE THEIR INDEPENDENCE AND WELL-BEING. BACHARACH STRIVES TO ENSURE THAT ALL PATIENTS RECEIVE THE MEDICALLY NECESSARY CARE THEY REQUIRE REGARDLESS OF ABILITY TO PAY AND OFFERS FINANCIAL ASSISTANCE IN ORDER TO PROVIDE ADDITIONAL SOURCES OF COVERAGE FOR PATIENTS WHO ARE UNINSURED, UNDERINSURED AND CANNOT AFFORD TO PAY. IT IS THE POLICY OF BACHARACH TO TREAT ALL PATIENTS EQUALLY. ALL DISCHARGED ACCOUNTS ARE AGED AND ONCE CODED AS A PRIVATE PAY ACCOUNT, MEANING THE BALANCE IS DUE FROM THE PATIENT, THEN PUT IN THE MAILER CYCLE. MAILERS ARE PRINTED BY AN OUTSIDE AGENCY ON OR ABOUT THE 15TH OF EVERY MONTH. UNLESS MANUALLY CHANGED, THE MAILERS WILL AGE AND AFTER APPROXIMATELY 3 MAILERS, THE PATIENT ACCOUNT WILL BE REVIEWED TO BE CONSIDERED A BAD DEBT ACCOUNT. WHEN AN ACCOUNT BECOMES A STATUS BAD DEBT, A COLLECTION LETTER IS SENT TO THE GUARANTOR ADVISING THEM IF THE BALANCE IS NOT PAID WITHIN 30 DAYS, IT WILL BE SENT TO AN OUTSIDE COLLECTION AGENCY. AFTER 30 DAYS IF THE BALANCE IS NOT PAID, ANOTHER LETTER IS SENT TO THE GUARANTOR ADVISING THEM THE ACCOUNT IS NOW PLACED WITH AN OUTSIDE COLLECTION AGENCY. ACCOUNTS ARE ALPHABETICALLY SPLIT BETWEEN TWO COLLECTION AGENCIES. THEY EACH HAVE SIX (6) MONTHS TO COLLECT. IF THERE IS NO ACTIVITY IN SIX MONTHS, IT IS THEN DISCONTINUED AND PLACED WITH THE OTHER COLLECTION AGENCY. IF THERE IS NO ACTIVITY FOR SIX MONTHS AFTER THE SECOND PLACEMENT, IT IS WRITTEN-OFF. EACH ACCOUNT IS CODED WITH THE AGENCY NAME, DATE AND AMOUNT AT THE TIME OF PLACEMENT SO IT CAN EASILY BE DETERMINED AT WHAT POINT THE ACCOUNT IS AT ANY TIME. FOLLOW-UP STAFF WILL REVIEW ASSIGNED ACCOUNTS IN CONJUNCTION WITH THEIR JOB RESPONSIBILITIES AND IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF. OTHER BUSINESS OFFICE STAFF MAY IDENTIFY ACCOUNT TRANSACTIONS POTENTIALLY ELIGIBLE FOR WRITE-OFF AS PART OF THEIR JOB RESPONSIBILITIES. ACCOUNT TRANSACTIONS THAT MEET WRITE-OFF CRITERIA MAY INCLUDE ACCOUNTS WITH BILLING ERRORS THAT RESULT IN NON-PAYMENT FROM A THIRD PARTY THAT CANNOT BE BILLED TO THE PATIENT, PRE-EXISTING CONDITIONS, OR AN INVALID SERVICE. STAFF WILL COLLECT ALL DATA AND SUPPORTING DOCUMENTATION RELATIVE TO THE WRITE-OFF REQUEST. STAFF WILL PREPARE THE UNCOLLECTED ACCOUNTS WRITE-OFF REQUEST WITH A DETAILED EXPLANATION REGARDING THE CIRCUMSTANCES SURROUNDING THE WRITE-OFF AND THE ASSISTANT BUSINESS OFFICE MANAGER WILL ASSIGN THE APPROPRIATE WRITE-OFF CODE AND FORWARD IT TO THE BUSINESS OFFICE MANAGER. THE BUSINESS OFFICE MANAGER WILL REVIEW THE WRITE-OFF REQUEST AND SIGN APPROVAL OR DENIAL. BACHARACH DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") AS DEFINED BY INTERNAL REVENUE CODE 501(R)(6) PRIOR TO THE EXPIRATION OF THE "NOTIFICATION PERIOD". THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD, WHICH BEGINS ON THE DATE OF THE 1ST POST DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS MAY BE INITIATED AGAINST THE PATIENT. SUBSEQUENT TO THE NOTIFICATION PERIOD THE ORGANIZATION, OR ANY THIRD PARTIES ACTING ON THEIR BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. - REFERRAL TO A COLLECTION AGENCY; - DEFERRING, DENYING OR REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF AN INDIVIDUAL'S NONPAYMENT FOR PREVIOUSLY PROVIDED CARE; AND - COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL. BACHARACH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. THE ORGANIZATION WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE. ADDITIONALLY, THE ORGANIZATION WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: (1) THE PATIENT HAS BEEN PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT BACHARACH INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. (2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND (3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS.
SCHEDULE H, PART VI; QUESTION 2	PRIOR TO CEASING OPERATIONS, THE ORGANIZATION ASSESSED THE NEEDS OF ITS COMMUNITY THROUGH ITS COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") PROCESS. ADDITIONAL INFORMATION REGARDING THE CHNA PROCESS CAN BE FOUND WITHIN THE ORGANIZATION'S PRIOR YEAR FORMS 990.
SCHEDULE H, PART VI; QUESTION 3	IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) BACHARACH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. (1) BACHARACH'S FINANCIAL ASSISTANCE POLICY ("FAP"), REQUEST FOR DETERMINATION OF ELIGIBILITY FOR THE SUBSIDIZED FUNDING PROGRAM ("APPLICATION") AND PLAIN LANGUAGE SUMMARY ("PLS") ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE ORGANIZATION'S PRIMARY SERVICE AREA. (2) THE FAP, APPLICATION AND PLS ARE ALL POSTED ON BACHARACH'S WEBSITE (WWW.BACHARACH.ORG) AND ARE AVAILABLE FREE OF CHARGE, UPON REQUEST. PATIENTS MAY REQUEST ANY OF THESE DOCUMENTS BY CALLING (609) 748-5454. ADDITIONALLY, PAPER COPIES ARE ALSO AVAILABLE IN VARIOUS AREAS THROUGHOUT THE HOSPITAL FACILITY, WHICH INCLUDE THE ADMISSIONS AND BUSINESS OFFICES. (3) SIGNS OR DISPLAYS, TO INFORM ITS PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, ARE POSTED IN ADMITTING/REGISTRATION DEPARTMENTS. (4) ALL PATIENTS WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. (5) PATIENTS ARE NOTIFIED ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE BIR BILLING STATEMENTS. EACH BILLING STATEMENT INCLUDES CONSPICUOUS WRITTEN NOTICE WHICH INFORMS THE RECIPIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE STATEMENT ALSO INCLUDES THE WEBSITE WHERE AN INDIVIDUAL CAN OBTAIN COPIES OF THE FAP, APPLICATION AND PLS. ADDITIONALLY, IT INCLUDES THE TELEPHONE NUMBER THAT PATIENTS CAN CALL IF THEY HAVE QUESTIONS REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE APPLICATION PROCESS.
SCHEDULE H, PART VI; QUESTION 4	BACHARACH IS LOCATED IN THE POMONA SECTION OF GALLOWAY TOWNSHIP, IN ATLANTIC COUNTY. 75% OF BACHARACH'S PATIENTS LIVE IN ATLANTIC COUNTY; 14% LIVE IN CAPE MAY COUNTY, AND THE REMAINING 11% EITHER LIVE IN SOUTHERN OCEAN COUNTY, CUMBERLAND COUNTY, OTHER COUNTIES IN SOUTHERN NEW JERSEY OR BEYOND. OUR NORTHERNMOST PHYSICAL THERAPY CENTER IS IN MANAHAWKIN, OCEAN COUNTY, AND OUR SOUTHERNMOST CENTER IS AT MILE ZERO ON THE GARDEN STATE PARKWAY IN NORTH CAPE MAY. FURTHER WEST WE HAVE A CENTER IN VINELAND, CUMBERLAND COUNTY. IN BETWEEN THERE ARE 15 OTHER SATELLITE CENTERS, TWO HEARING CENTERS AND A SLEEP DISORDERS CENTER. MOST OF OUR PATIENTS LIVE OR VACATION IN SOUTH JERSEY. BECAUSE ATLANTIC, CAPE MAY AND OCEAN COUNTIES HAVE MANY MILES OF BEAUTIFUL BEACHES ALONG THE ATLANTIC OCEAN THE HOSPITALITY INDUSTRY IN THE SUMMER MONTHS IS ONE OF THE MAIN ECONOMIC DRIVERS IN SOUTH JERSEY. THANKS TO OUR WORLD-CLASS BEACHES AND BECAUSE IT IS HOME TO THE SECOND LARGEST CASINO CITY IN AMERICA, ATLANTIC CITY, THE POPULATION OF ATLANTIC COUNTY INCREASES DRAMATICALLY DURING THE SUMMER MONTHS. IN THE RURAL WESTERN PORTIONS OF ATLANTIC COUNTY, THE POPULATION DENSITY IS MUCH LIGHTER THAN IT IS ALONG THE SHORELINE. IN THE WESTERN PORTION OF THE COUNTY FARMING IS COMMON. IN ADDITION, AT THE DAWN OF THE CASINO ERA PINELANDS DEVELOPMENT RESTRICTIONS CREATED SUBSTANTIAL GROWTH IN THREE ATLANTIC COUNTY COMMUNITIES: GALLOWAY TOWNSHIP, EGG HARBOR TOWNSHIP, AND HAMILTON TOWNSHIP. THESE THREE COMMUNITIES BECAME THE HOMETOWNS FOR THOUSANDS OF PEOPLE WHO WORKED IN THE CASINO INDUSTRY AND THE MANY SERVICE INDUSTRIES. OUR SERVICE AREA ENCOMPASSES THE DENSELY POPULATED SHORE TOWNS OF ATLANTIC CITY, VENTNOR, MARGATE AND LONGPORT; SO-CALLED BEDROOM COMMUNITIES ON THE MAINLAND OF SOMERS POINT, LINWOOD, NORTHFIELD AND ABSECON; NEW-GROWTH COMMUNITIES GALLOWAY, EGG HARBOR AND HAMILTON; RURAL FARMING COMMUNITIES SUCH AS HAMMONTON, BUENA BORO AND BUENA VISTA, AND SPARSELY POPULATED RURAL TOWNS INCLUDING WEYMOUTH TOWNSHIP, ESTELL MANOR AND CORBIN CITY. ATLANTIC COUNTY HAS NOT REBOUNDED FROM THE GREAT RECESSION OF 2008 LIKE THE REST OF THE UNITED STATES DUE TO A NUMBER OF FACTORS. FIRST, UNTIL THAT TIME ATLANTIC CITY HAD A VIRTUAL MONOPOLY ON EAST COAST GAMING. BUT WITH THE ADVENT OF COMPETITION IN PENNSYLVANIA, NEW YORK AND DELAWARE THERE HAS BEEN A MARKED DECREASE IN MARKET SHARE OF THE PATRONS WHO PREVIOUSLY HAD ACCESS ONLY TO THE ATLANTIC CITY CASINO INDUSTRY. THE EFFECTS OF A DIRECT LANDFALL BY HURRICANE SANDY IN SEPTEMBER 2012 WERE DEVASTATING AND THEY PERSIST TO THIS DAY. HOMES WERE LOST, BUSINESSES WERE DESTROYED AND PEOPLE WHO LOST JOBS MOVED OUT OF THE AREA. AS RECENTLY AS 2016, ATLANTIC COUNTY LED THE STATE AND THE NATION IN HOME FORECLOSURES. INITIATIVES TO REBRAND AND REVITALIZE THE CASINO INDUSTRY, THE ATLANTIC CITY ALLIANCE FOREMOST AMONG THEM, HAVE LARGELY FAILED. INSTEAD, FIVE CASINOS HAVE CLOSED OR WILL CLOSE SINCE 2014. THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT REVEALED THAT THE POPULATION OF ATLANTIC FACES MANY SOCIO-ECONOMIC FACTORS WHICH KEEP IT NEAR THE BOTTOM OF THE COUNTY HEALTH RANKINGS FOR NEW JERSEY. - ATLANTIC COUNTY RANKS 18 OUT OF 21 COUNTIES IN NEW JERSEY OVERALL ACCORDING TO THE ROBERT WOOD JOHNSON FOUNDATION'S ANNUAL HEALTH RANKINGS AND ROAD MAPS. - ESTIMATES OF ATLANTIC COUNTY'S POPULATION DO NOT TAKE INTO ACCOUNT THE RECENT CASINO CLOSINGS, AND THE FIGURE 274,219 IS LIKELY OVERSTATED. TAJ MAHAL, THE FOURTH CASINO TO CLOSE IN 2 YEARS ERASED AN ADDITIONAL 3,000 JOBS. THE CASINO LABOR FORCE THAT ONCE WAS ESTIMATED TO BE 45,000 IS NOW 25,000. MANY OF THESE JOBS WERE ENTRY LEVEL OR UNSKILLED: MANY OF THESE WORKERS WERE RENTERS; MANY RENTERS WHO LOSE A JOB MOVE OUT OF THE AREA AND SEEK WORK ELSEWHERE. - MEDIAN HOUSE HOLD INCOME IS ONLY 77.1% OF THE STATE MEDIAN HOUSEHOLD INCOME. - 55.9% OF ATLANTIC COUNTY IS WHITE, 17.1%T IS BLACK, 19.2% IS HISPANIC, AND 8.3% IS ASIAN. THAT IS A 6.9% INCREASE IN THE HISPANIC POPULATION SINCE 2016 AND A 3.7% INCREASE IN THE ASIAN POPULATION. THE COUNTY IS DIVERSE CULTURALLY, ETHNICALLY, AND SOCIALLY. - 27.2% OF ATLANTIC COUNTY RESIDENTS REPORT SPEAKING A LANGUAGE OTHER THAN ENGLISH AT HOME. - 6% OF ATLANTIC COUNTY RESIDENTS ARE NOT PROFICIENT IN ENGLISH - 16.3% OF ATLANTIC COUNTY RESIDENTS ARE FOREIGN BORN, UP FROM 15.5% IN 2016 - 10.5% OF ATLANTIC COUNTY RESIDENTS REPORT HAVING NO HEALTH INSURANCE. THIS IS A DROP OF MORE THAN 50% FROM 2016. - 14.4% OF ALL ATLANTIC COUNTY RESIDENTS LIVE IN POVERTY, BUT 22% OF THE CHILDREN IN ATLANTIC COUNTY LIVE IN POVERTY, AND 43% OF ALL CHILDREN IN ATLANTIC COUNTY, NEARLY HALF, ARE ELIGIBLE FOR FREE LUNCH. - 10% OF ATLANTIC COUNTY SENIORS LIVE IN POVERTY. - 15.8% OF THE PEOPLE IN ATLANTIC COUNTY ARE OVER AGE 65, AN INCREASE OF 7.5%. THIS IS SLIGHTLY HIGHER THAN THE STATE OF NEW JERSEY. - 56.7% OF SENIORS ARE WOMEN. - 61% OF THE SENIORS IN ATLANTIC COUNTY LIVE BELOW THE ELDER INDEX, MEANING THEIR INCOME IS ABOVE THE POVERTY LEVEL BUT IS LESS THAN IS NEEDED TO COVER THE MOST BASIC NEEDS OF HOUSING, FOOD, TRANSPORTATION AND HEALTHCARE. - 34.5% OF ATLANTIC COUNTY RESIDENTS OVER AGE 65 REPORT LIVING WITH A DISABILITY. DATA SHOWS ATLANTIC COUNTY HOLDS A LOW HEALTH RANKING, 18TH OVERALL, AMONG THE 21 COUNTIES IN NEW JERSEY. FOR SOCIAL AND ECONOMIC FACTORS, THE RANKING IS 20TH. HEALTH FACTORS, RANK OF 19, INCLUDES SMOKING, OBESITY, FOOD ENVIRONMENT, PHYSICAL INACTIVITY, ACCESS TO EXERCISE, EXCESSIVE DRINKING, ALCOHOL DRIVING DEATHS, SEXUALLY TRANSMITTED INFECTIONS, TEEN BIRTHS, MOTOR VEHICLE DEATHS AND POISONING.
SCHEDULE H, PART VI; QUESTION 5	PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O, WHICH FURTHER DESCRIBES HOW THE ORGANIZATION'S HOSPITAL AND OTHER HEALTHCARE FACILITIES FURTHER ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY.
SCHEDULE H, PART VI; QUESTION 6	OUTLINED BELOW IS A SUMMARY OF RELATED ENTITIES WITHIN THE AFFILIATED HEALTHCARE SYSTEM: ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. --------------------------------------------- ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION DESIGNS, MANUFACTURERS, FURNISHES, FITS AND SELLS ORTHOTIC AND PROSTHETIC DEVICES AND EQUIPMENT IN COORDINATION WITH SERVICES PROVIDED BY HOSPITALS AND PROVIDERS OF MEDICAL SERVICES. IN AUGUST OF 2022, ATLANTIC PROSTHETIC & ORTHOTIC SERVICES, INC. CEASED OPERATIONS AND ITS ASSETS WERE SOLD. BACHARACH HOSPITAL FOUNDATION, INC. ----------------------------------- BACHARACH HOSPITAL FOUNDATION, INC. IS A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION RAISES FUNDS AND SUPPORTS THE CHARITABLE MISSION, PURPOSES AND PROGRAMS OF BACHARACH INSTITUTE FOR REHABILITATION.
SCHEDULE H, PART VI; QUESTION 7	THIS ORGANIZATION IS LOCATED IN THE STATE OF NEW JERSEY. NO COMMUNITY BENEFIT STATEMENT IS REQUIRED TO BE FILED BY THIS STATE.
SCHEDULE H: REVENUE PROCEDURE 2015-21	IN ACCORDANCE WITH REV PROC 2015-21, UNDER 1.501(R)-2(B) OF THE TREASURY REGULATIONS, A HOSPITAL FACILITY'S OMISSION OF REQUIRED INFORMATION FROM A REPORT OR POLICY DESCRIBED IN 1.501(R)-3 OR ERROR WITH RESPECT TO THE IMPLEMENTATION OR OPERATIONAL REQUIREMENTS DESCRIBED IN 1.501(R)-3 THROUGH 1.501(R)-6, WILL NOT BE CONSIDERED A FAILURE TO MEET A REQUIREMENT OF 501(R) IF: (1) SUCH OMISSION OR ERROR WAS MINOR AND EITHER INADVERTENT OR DUE TO REASONABLE CAUSE; AND (2) THE HOSPITAL FACILITY CORRECTS SUCH OMISSION OR ERROR AS PROMPTLY AFTER DISCOVERY AS IS REASONABLE GIVEN THE NATURE OF THE OMISSION OR ERROR. FOR PURPOSES OF THIS PROVISION, CORRECTION MUST INCLUDE THE ESTABLISHMENT (OR REVIEW AND, IF NECESSARY, REVISION) OF PRACTICES OR PROCEDURES (FORMAL OR INFORMAL) THAT ARE REASONABLY DESIGNED TO PROMOTE AND FACILITATE OVERALL COMPLIANCE WITH THE REQUIREMENTS OF 501(R). UNDER 1.501(R)-2(C), A HOSPITAL FACILITY'S FAILURE TO MEET THE REQUIREMENTS OF 1.501(R)-3 THROUGH 1.501(R)-6 THAT IS NEITHER WILLFUL NOR EGREGIOUS SHALL BE EXCUSED FOR PURPOSES OF 501(R)(1) AND 501(R)(2)(B) IF THE HOSPITAL FACILITY CORRECTS AND MAKES DISCLOSURE IN ACCORDANCE WITH RULES SET FORTH BY REVENUE PROCEDURE, NOTICE, OR OTHER GUIDANCE PUBLISHED IN THE INTERNAL REVENUE BULLETIN. WE BELIEVE THAT THE ORGANIZATION QUALIFIES FOR RELIEF UNDER REV PROC 2015-21 AS FOLLOWS. SINCE THE START OF THE CORONAVIRUS OUTBREAK IN 2020, THE ORGANIZATION HAS BEEN SEVERELY UNDERSTAFFED IN BACK-OFFICE OPERATIONS AND HAS ALSO CONTINUED TO EXPERIENCE SEVERE FINANCIAL DISTRESS. PATIENT ACTIVITY AND VOLUME HAS NOT BEEN ABLE TO RETURN TO PRE-PANDEMIC LEVELS. DURING THE YEAR ENDED DECEMBER 31, 2021, THE RENAISSANCE PAVILION, WAS TEMPORARILY CLOSED. THIS PAVILION PROVIDED SUBACUTE NURSE AND REHABILITATION CARE. DUE TO ITS ON-GOING FINANCIAL STRUGGLES, THE ORGANIZATION CLOSED THIS FACILITY PERMANENTLY AFTER EXPLORING ALTERNATIVES. OVER THE LAST SEVERAL YEARS, THE ORGANIZATION'S SENIOR MANAGEMENT TEAM AND THE GOVERNING BODY HAVE CONTINUED TO CONSIDER A NUMBER OF STRATEGIC ALTERNATIVES, INCLUDING HIRING OUTSIDE CONSULTANTS TO ASSIST IN EVALUATING THESE ALTERNATIVES. ULTIMATELY, IN SEPTEMBER OF 2022, BACHARACH INSTITUTE FOR REHABILITATION ANNOUNCED AN AGREEMENT TO SELL ITS INPATIENT REHABILITATION BED LICENSE AND NAME, ITS GROUND LEASE AND BUILDINGS. THE ORGANIZATION CLOSED ITS MAIN HOSPITAL FACILITY AND ALL OUTPATIENT LOCATIONS AS OF MARCH 31, 2023. ALTHOUGH A DIFFICULT DECISION, THE ORGANIZATION KNEW THAT IT WAS IN THE BEST INTEREST OF ITS COMMUNITY TO FIND A NEW OPERATOR FOR THE HOSPITAL AND ITS OUTPATIENT FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION IDENTIFIED AN EXCUSABLE FAILURE FOR NON-COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(3). THE FAILURE IDENTIFIED BY THE ORGANIZATION WAS NOT WILLFUL OR EGREGIOUS; HAS BEEN CORRECTED AND IS BEING DISCLOSED AS PROVIDED FOR UNDER IRS REVENUE PROCEDURE 2015-21. WHEN ORIGINALLY PREPARING THE 2022 FORM 990, TAX PROFESSIONALS REVIEWED THE ORGANIZATION'S 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. THE ORGANIZATION'S TAX PROFESSIONALS ADVISED HOSPITAL PERSONNEL THAT THE HOSPITAL WAS NOT IN FULL COMPLIANCE WITH IRC 501(R)(3). THE IDENTIFIED OMISSIONS AND ERRORS WERE MINOR AND INADVERTENT AND DUE TO REASONABLE CAUSE BASED UPON THE ORGANIZATION'S DIRE FINANCIAL SITUATION; GENERAL UPHEAVAL STILL FROM COVID AND SEVERE BACK-OFFICE STAFFING SHORTAGES. WITH GUIDANCE FROM ITS TAX PROFESSIONALS, THE ORGANIZATION ACTED SWIFTLY AND REASONABLY TO MAKE REVISIONS AND UPDATES TO ENSURE ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE IN COMPLIANCE WITH IRC 501(R)(3). FOR THESE REASONS THE ORGANIZATION QUALIFIES FOR RELIEF UNDER REV PROC 2015-21.

Schedule H (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

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

2022

Open to Public Inspection

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Yes

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CRAIG J ANMUTH DO MEDICAL DIRECTOR	(i) (ii)	275,626 ------------- 0	0 ------------- 0	63,448 ------------- 0	8,250 ------------- 0	546 ------------- 0	347,870 ------------- 0	0 ------------- 0
2WEI XU MD PHYSIATRIST	(i) (ii)	255,810 ------------- 0	0 ------------- 0	27,924 ------------- 0	8,250 ------------- 0	37,371 ------------- 0	329,355 ------------- 0	0 ------------- 0
3BETH HOFFMAN PT MS PRESIDENT/CEO	(i) (ii)	244,877 ------------- 0	0 ------------- 0	6,392 ------------- 0	7,644 ------------- 0	28,697 ------------- 0	287,610 ------------- 0	0 ------------- 0
4MARIANNE STURR MD PHYSIATRIST	(i) (ii)	207,312 ------------- 0	0 ------------- 0	56,242 ------------- 0	7,950 ------------- 0	11,902 ------------- 0	283,406 ------------- 0	0 ------------- 0
5SHEHNAZ RUPSEE RN REGISTERED NURSE	(i) (ii)	219,066 ------------- 0	0 ------------- 0	307 ------------- 0	5,065 ------------- 0	41,682 ------------- 0	266,120 ------------- 0	0 ------------- 0
6SALVATORE RUSSOMANO MD PHYSIATRIST	(i) (ii)	209,485 ------------- 0	0 ------------- 0	4,891 ------------- 0	6,506 ------------- 0	37,368 ------------- 0	258,250 ------------- 0	0 ------------- 0
7DARSHANA CHOKSI RN REGISTERED NURSE	(i) (ii)	197,667 ------------- 0	0 ------------- 0	230 ------------- 0	4,673 ------------- 0	36,825 ------------- 0	239,395 ------------- 0	0 ------------- 0
8KIMBERLEY CORNELY CNO/VP PATIENT SERVICES	(i) (ii)	162,576 ------------- 0	0 ------------- 0	122 ------------- 0	4,944 ------------- 0	35,096 ------------- 0	202,738 ------------- 0	0 ------------- 0
9SHAWN RYAN CHIEF FINANCIAL OFFICER	(i) (ii)	184,988 ------------- 0	0 ------------- 0	1,053 ------------- 0	5,531 ------------- 0	1,528 ------------- 0	193,100 ------------- 0	0 ------------- 0
10DIANE S CROSHAW TRUSTEE-COO/VP HUMAN RESOURCES	(i) (ii)	160,996 ------------- 0	0 ------------- 0	573 ------------- 0	4,800 ------------- 0	1,079 ------------- 0	167,448 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, PART I; QUESTION 5A	CERTAIN AMOUNTS REPORTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS REPRESENTS ADDITIONAL COMPENSATION RECEIVED FOR OUTPATIENT SERVICES PERFORMED. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRAIG J. ANMUTH, M.D., $69,360; WEI XU, M.D., $27,026; MARIANNE STURR, M.D., $55,000 AND SALVATORE RUSSOMANO, M.D., $4,007.

Schedule J (Form 990) 2022

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

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.
SchKMediumBullet

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

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number
21-0634964

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	NJ ECONOMIC DEVELOPMENT AUTHORITY	22-2045817		12-04-2014	5,278,000	EQUIPMENT/CONSTRUCTION/RENOVATION		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	2,731,309
2 Amount of bonds legally defeased ..............	0
3 Total proceeds of issue ..................	5,278,000
4 Gross proceeds in reserve funds .............	0
5 Capitalized interest from proceeds .............	0
6 Proceeds in refunding escrows ...............	2,545,205
7 Issuance costs from proceeds ...............	1,486
8 Credit enhancement from proceeds .............	0
9 Working capital expenditures from proceeds .............	0
10 Capital expenditures from proceeds .............	0
11 Other spent proceeds .............	0
12 Other unspent proceeds .............	0
13 Year of substantial completion .............
	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 2020, a current refunding issue)? ........	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2021

Page 2

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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	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 .........	0 %
6 Total of lines 4 and 5 .............	0 %
7 Does the bond issue meet the private security or payment test? ...		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X

Part 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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X
b Exception to rebate? ........		X
c No rebate due? .........	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X

Schedule K (Form 990) 2021

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........	0
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X
b Name of provider ..........	0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X

Part 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

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation

Schedule K (Form 990) 2021

Additional Data

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SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

BACHARACH INSTITUTE FOR REHABILITATION

Employer identification number

21-0634964

Return Reference	Explanation
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	BACKGROUND ========== BACHARACH INSTITUTE FOR REHABILITATION ("BACHARACH") IS A NOT-FOR-PROFIT REHABILITATION HOSPITAL. BACHARACH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BACHARACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, BACHARACH OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. BACHARACH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE, AND MEDICAID PATIENTS; 2. BACHARACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 3. CONTROL OF BACHARACH RESTS WITH ITS BOARD OF GOVERNORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 4. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. THE OPERATIONS OF BACHARACH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF THE HOSPITAL IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. MOREOVER, BACHARACH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AS OUTLINED HEREIN. BACHARACH CONTINUES TO DEMONSTRATE ITS ONGOING AND GROWING COMMITMENT TO THE COMMUNITY BY PROVIDING REHABILITATION SERVICES REGARDLESS OF THE ABILITY TO PAY FOR THE PARTIAL OR FULL COST OF THE CARE DELIVERED. ORGANIZATION OVERVIEW ===================== BACHARACH IS A NON-PROFIT PRIVATE CORPORATION THAT PROVIDES REHABILITATION, SUB-ACUTE REHABILITATION CARE, AND OUTPATIENT SERVICES PRIMARILY TO PATIENTS FROM ATLANTIC, CAPE MAY, OCEAN, AND CUMBERLAND COUNTIES IN NEW JERSEY. THE PROGRAMS AND SERVICES ARE LICENSED OR ACCREDITED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES, THE JOINT COMMISSION, AND THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES ("CARF"). IN ADDITION, CARF HAS SPECIFICALLY ACCREDITED: 1. BRAIN INJURY INPATIENT PROGRAM - HOSPITAL (ADULTS & CHILDREN); 2. BRAIN INJURY OUTPATIENT PROGRAM (ADULTS & CHILDREN); 3. COMPREHENSIVE INPATIENT REHABILITATION PROGRAM (ADULTS & CHILDREN); 4. SPINAL CORD SYSTEM OF CARE (ADULTS & CHILDREN); AND 5. INPATIENT REHABILITATION STROKE SPECIALTY PROGRAM. THE BREADTH AND DEPTH OF BACHARACH'S ACCREDITED PROGRAMS ARE UNIQUE IN NEW JERSEY, AND OUR LOCAL RESIDENTS WOULD BE FACED WITH THE PROSPECT OF TRAVELING GREAT DISTANCES OR EVEN TO OTHER STATES SHOULD THESE SERVICES NOT BE PROVIDED. WHILE THE HOSPITAL WAS ESTABLISHED IN 1924 AS A HOSPITAL FOR CHILDREN WITH POLIO, TODAY'S BACHARACH OFFERS A FULL SPECTRUM OF BOTH INPATIENT AND OUTPATIENT REHABILITATION FOR ADULTS AND CHILDREN, INCLUDING: - PHYSICAL AND OCCUPATIONAL THERAPY; - SPEECH AND HEARING SERVICES; - CARDIOPULMONARY REHABILITATION; - ORTHOPEDIC AND JOINT REPLACEMENT REHABILITATION; - BRAIN INJURY; - STROKE; - NEUROLOGICAL CONDITIONS; - AMPUTEE SERVICES; - NEURODIAGNOSTIC TESTING; - AQUATIC THERAPY; AND - PHYSIATRIST SERVICES. BACHARACH IS STAFFED BY PHYSICIANS, NURSES, AND THERAPISTS WHO SPECIALIZE IN IMPROVING QUALITY OF LIFE FOLLOWING ILLNESS, INJURY AND SURGERY. MISSION ======= BACHARACH STRIVES FOR RESTORING INDEPENDENCE AND WELL-BEING THROUGH EQUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES. THE HOSPITAL FULFILLS THIS MISSION BY WORKING WITH THE COMMUNITY, PHYSICIANS, HEALTHCARE PROFESSIONALS, PATIENTS AND THEIR FAMILIES TO IMPROVE ACCESSIBILITY, SAFETY AND THE QUALITY OF SERVICES PROVIDED. THE MISSION IS FURTHER SUPPORTED BY AN ONGOING COMMITMENT TO QUALITY CARE, CARING, ADVOCACY, TEAM WORK, PUTTING THE PATIENT FIRST, CONTINUAL PERFORMANCE IMPROVEMENT, AND EFFICIENCY. SERVICES PROVIDED WHICH SUPPORT THE MISSION INCLUDE: - COMPREHENSIVE ADULT INPATIENT REHABILITATION SERVICES; - SUB-ACUTE REHABILITATION SERVICES (LONG-TERM CARE); - DAY REHABILITATION SERVICES; - AMBULATORY CARE SERVICES; - PHYSIATRIST SERVICES; - PROVISION OF REHABILITATION SERVICES TO ATLANTICARE REGIONAL MEDICAL CENTER AND SHORE MEMORIAL HOSPITAL; - EDUCATIONAL PROGRAMS IN WHICH GRADUATE AND UNDERGRADUATE TRAINING IS PROVIDED TO NURSING, PHYSICAL, NUTRITIONAL, SPEECH, AND OCCUPATIONAL THERAPY AND EXERCISE PHYSIOLOGY ENTRY-LEVEL PROGRAMS. LOCALLY THESE SERVICES ARE PROVIDED TO THE RICHARD STOCKTON COLLEGE OF NEW JERSEY, ATLANTIC-CAPE COMMUNITY COLLEGE AND CUMBERLAND COUNTY COMMUNITY COLLEGE AND OTHERS WITHIN THE REGION; - NURSING AND OTHER PROFESSIONAL SCHOLARSHIP PROGRAMS (2 SEPARATE PROGRAMS) ARE MANAGED IN COORDINATION WITH THE HOSPITAL; AND - PROGRAMS AND SUPPORT GROUPS ARE PROVIDED TO EDUCATE PATIENTS, THEIR FAMILIES AND THE COMMUNITY AT LARGE ABOUT PROMOTING HEALTH, UNDERSTANDING DISEASE AND ILLNESS PROCESSES, AND INCREASING KNOWLEDGE ABOUT HEALTHCARE OPTIONS. PROGRAMS ALSO ENCOURAGE COMMUNITY INVOLVEMENT IN COMMUNITY-BASED LEISURE ACTIVITIES, RETURN TO WORK AND ASSIMILATION INTO THE COMMUNITY. UNCOMPENSATED CARE: UNCOMPENSATED CARE IS THE TERM USED FOR PATIENT CARE PROVIDED BUT NOT PAID FOR. THIS CARE, PROVIDED BY BACHARACH, IS THE MAJOR COMPONENT OF OUR COMMUNITY BENEFIT AND THE FASHION IN WHICH BACHARACH MEETS IT CHARITABLE OBLIGATION. IF BACHARACH DID NOT PROVIDE THESE SPECIALIZED AND INDIVIDUALIZED SERVICES TO THE COMMUNITY, PATIENTS WOULD HAVE NO CHOICE BUT TO TRAVEL LONG DISTANCES TO RECEIVE THE SERVICES, OR THEY WOULD NOT ACHIEVE THE INDEPENDENCE NEEDED TO LIVE A FULLER AND MORE PRODUCTIVE LIFE. UNLIKE ACUTE CARE HOSPITALS IN NEW JERSEY, ACUTE REHABILITATION HOSPITALS DO NOT RECEIVE ANY REIMBURSEMENT FROM THE STATE OF NEW JERSEY TO COMPENSATE FOR THE CHARITY CARE PROVIDED TO THE COMMUNITY. UNCOMPENSATED CARE IS DEFINED BELOW: CHARITY CARE: FINANCIAL ASSISTANCE MADE AVAILABLE TO PATIENTS IN NEED WHO LIVE IN THE COMMUNITIES WE SERVE AND WHO CANNOT AFFORD TO PAY. THIS POLICY PROVIDES ACCESS AND EQUAL AVAILABILITY TO HIGH-QUALITY REHABILITATION SERVICES REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BAD DEBT: THIS AMOUNT REPRESENTS PATIENT ACCOUNTS, WHICH REMAIN UNPAID DESPITE REASONABLE ATTEMPTS TO COLLECT PAYMENTS. NEURO-DIAGNOSTIC CLINIC: THERE IS ALSO A NEURO-DIAGNOSTIC CLINIC HELD AT THE ATLANTICARE REGIONAL MEDICAL CENTER FOR PATIENTS WHO ARE UNABLE TO PAY. THE CLINIC IS STAFFED BY BACHARACH'S PHYSIATRISTS. WE HAVE HISTORICALLY PROVIDED SERVICES REGARDLESS OF THE ABILITY TO PAY, WHILE AT THE SAME TIME WE HAVE WORKED WITH PATIENTS AND FAMILIES TO FIND ALTERNATIVE SOURCES FOR HEALTHCARE COVERAGE. SUBSIDIZED HEALTHCARE SERVICES/MEDICAID SHORTFALL: BACHARACH OPERATES A NUMBER OF PROGRAMS AND SERVICES AT A DEFICIT. IN MANY CASES PUBLIC ASSISTANCE PROGRAMS DO NOT FULLY COVER EITHER THE INDIRECT OR DIRECT EXPENSES OF THE SERVICES PROVIDED. DESPITE THE FACT THAT THEY ARE UNDER-FUNDED, THEY ARE PROVIDED AS THEY FULFILL A COMMUNITY AND SPECIFIC PATIENT NEED. IT IS IMPORTANT FOR THE COMMUNITY TO UNDERSTAND, RECOGNIZE, AND SUPPORT THE PROVISION OF THESE PROGRAMS. THE CLOSURE OF THESE PROGRAMS WOULD PLACE OUR COMMUNITY RESIDENTS AT RISK AND WOULD CREATE A GAP IN SERVICES. BACHARACH'S BOARD OF GOVERNORS AND ADMINISTRATION CONTINUALLY ASSESS THE MISSION AND ROLE OF THESE PROGRAMS. THE FOLLOWING PROGRAMS, WHILE MEETING A WELL-DOCUMENTED COMMUNITY NEED. BACHARACH STRIVES TO MEET THE CHALLENGE OF PROVIDING THESE SERVICES BY BEING A LOW-COST AND PRODUCTIVE PROVIDER. PROGRAMS AND SERVICES THAT REQUIRE DEFICIT FUNDING DUE TO UNDER-FUNDED PUBLIC PROGRAMS INCLUDE: BRAIN INJURY; SPINAL CORD; STROKE; AMPUTEE; NEUROLOGICAL; CERTAIN ORTHOPEDIC PROGRAMS AND SERVICES; AND CARDIAC REHABILITATION.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	COMMUNITY SUPPORT: BACHARACH AND ITS EMPLOYEES SUPPORTED A NUMBER OF CIVIC AND COMMUNITY PROJECTS THAT STRENGTHEN THE COMMUNITY. WHILE SOME OF THESE PROGRAMS ARE NOT DIRECTLY RELATED TO THE PROVISION OF HEALTHCARE THEY DO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY. THESE PROGRAMS INCLUDED THE SUPPORT OF THE RUTH NEWMAN SHAPER HEART AND CANCER FUND, COMMUNITY FOOD BANK, SHIRLEY MAE BREAST CANCER ASSISTANCE FUND, DISABLED AMERICAN VETERANS, SOUTH JERSEY CANCER FUND, THE ATLANTICARE FOUNDATION, MS SOCIETY, AMI FOUNDATION, FACES FOR AUTISM, STOCKTON UNIVERSITY FOUNDATION AND THE HERO CAMPAIGN. COMMUNITY OUTREACH PROGRAMS AND SUPPORT GROUPS: BACHARACH IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND HEALTH OF OUR LOCAL RESIDENTS. BACHARACH INVESTED FUNDS TO PROVIDE EDUCATIONAL PROGRAMS, HEALTH SCREENINGS, SUPPORT GROUPS, AND HEALTH AND WELLNESS PROGRAMS. THESE SUPPORT SERVICES AND PROGRAMS INCLUDE: AWAKE AT THE SHORE SUPPORT GROUPS; BRAIN INJURY SUPPORT GROUPS; SPINAL CORD SUPPORT GROUP; ALCOHOLICS ANONYMOUS SUPPORT GROUP; OVEREATERS ANONYMOUS SUPPORT GROUP AND 12-STEP PROGRAM; AND COPE SUPPORT GROUP. EDUCATIONAL SCHOLARSHIPS: BACHARACH PROVIDED ADMINISTRATIVE SERVICES PRIMARILY THROUGH AN INDEPENDENT SCHOLARSHIP PROGRAM FOR MATRICULATED STUDENTS OF EMPLOYEES WHICH IS NOT LIMITED TO STUDENTS ENROLLED IN HEALTHCARE PROGRAMS. BACHARACH ALSO PROVIDES ADMINISTRATIVE SERVICES TO ANOTHER INDEPENDENT SCHOLARSHIP PROGRAM WHICH PROVIDES SUPPORT TO MATRICULATED NURSING STUDENTS. COMMUNITY MEDICAL EDUCATION: BACHARACH PROVIDES AND PARTICIPATES IN VARIOUS PROFESSIONAL EDUCATIONAL PROGRAMS. IT OFFERS A WIDE VARIETY OF MEDICAL EDUCATION, CONTINUING EDUCATION PROGRAMS AND VARIOUS DAY TRAINING FOR THE PROFESSIONAL COMMUNITY. BACHARACH SERVES AS A CLINICAL PRACTICE SITE FOR VARIOUS PROFESSIONAL PROGRAMS, INCLUDING MEDICAL STUDENTS, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, NUTRITION, THERAPEUTIC RECREATIONAL, NURSES AND EXERCISE SCIENCE STUDENTS AS WELL AS PSYCHOLOGY INTERNS. PROGRAMS SUCH AS THESE PROVIDE THE AREA WITH A CONSTANT SUPPLY OF WELL-TRAINED HEALTH PROFESSIONALS. WHILE SOME OF THESE STUDENTS MAY FIND EMPLOYMENT POST-GRADUATION AT BACHARACH, MOST WILL ULTIMATELY WORK WITHIN THE COMMUNITY. THE COST ASSOCIATED WITH THIS PROGRAM INCLUDES STAFF TIME, EQUIPMENT AND SUPPLIES. THERE IS NO CHARGE TO THE STUDENT TO PARTICIPATE IN THESE PROGRAMS. SUMMARY OF COMMUNITY BENEFITS ============================= UNCOMPENSATED CARE - INCLUDES FINANCIAL ASSISTANCE, WHICH IS THE NON-REIMBURSED COST OF PROVIDING FREE OR DISCOUNTED CARE TO PERSONS WHO CANNOT PAY ALL, OR PART AND WHO ARE DETERMINED ELIGIBLE THROUGH A STRUCTURED APPLICATION PROCESS. MEDICAID SHORTFALL - THE DIFFERENCE BETWEEN THE COST OF PROVIDING CARE TO THOSE ENROLLED IN PUBLIC PROGRAMS AND WHAT THE GOVERNMENT REIMBURSES. COMMUNITY DEVELOPMENT - FINANCIAL AND STAFF SUPPORT OF PARTNERSHIPS FOR COMMUNITY SERVICES. THIS IS A LONG-STANDING TRADITION OF SUPPORTING AGENCIES AND PROGRAMS THAT CONTRIBUTE TO THE COMMUNITY. MEDICAL EDUCATION - ESSENTIAL TO PATIENT CARE, OUR INVOLVEMENT INCLUDES IN-SERVICE EDUCATION TO COMMUNITY PROFESSIONAL STAFF, AND PARTNERSHIPS WITH THE AREA HEALTHCARE PROFESSIONAL TRAINING PROGRAMS. COMMUNITY EDUCATION AND OUTREACH - COST OF PROVIDING FREE SCREENINGS, TRANSPORTATION, HEALTH AND WELLNESS PROGRAMS AND SUPPORT GROUPS. COMMUNITY SPONSORSHIPS - PROVIDING FINANCIAL SUPPORT AND MEETING SPACE TO COMMUNITY GROUPS, EQUIPMENT, SERVICES, SUPPLIES AND AGENCIES. EDUCATIONAL SCHOLARSHIP PROGRAMS - PROVIDED TO MATRICULATED NURSING, COMMUNICATION DISORDERS, OCCUPATIONAL THERAPY, AND PHYSICAL THERAPY STUDENTS OF BACHARACH EMPLOYEES.
CORE FORM, PART III, QUESTION 3	DURING 2021, THE ORGANIZATION'S RENAISSANCE PAVILION WAS TEMPORARILY CLOSED, AND THE ROOMS WERE USED FOR COVID-19 ISOLATION CASES. DURING THE YEAR ENDED DECEMBER 31, 2022, A DECISION WAS MADE NOT TO REOPEN AND TO CLOSE THE RENAISSANCE PAVILION PERMANENTLY. PRIOR TO CLOSING, THE RENAISSANCE PAVILION PROVIDED SUBACUTE NURSING AND REHABILITATION CARE.
CORE FORM, PART VI, SECTION A, QUESTION 2	PHILIP J. PERSKIE, ESQ. AND ROY GOLDBERG - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION B; QUESTION 11B	THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS of the organization ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO ORGANIZATION'S BOARD OF TRUSTEES AND FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT-OF-INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE DISTRIBUTED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW. THE PRESIDENT/CHIEF EXECUTIVE OFFICER DISCUSSES THE COMPLETED FORMS WITH THE EXECUTIVE COMMITTEE OF THE BOARD WHICH THEN REPORTS TO THE BOARD OF TRUSTEES, WHERE NECESSARY.
CORE FORM, PART VI, SECTION B; QUESTION 15	THE ORGANIZATION'S BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE "TOTAL COMPENSATION" IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION (IF ANY) AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" IS REASONABLE. THE COMPENSATION COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMPENSATION COMMITTEE OBTAINED INDEPENDENT SALARY SURVEY INFORMATION FURNISHED BY AN INDEPENDENT CONSULTANT AND REVIEWED FORMS 990 OF SIMILAR ORGANIZATIONS THROUGHOUT THE UNITED STATES. THIS INCLUDED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILARLY SIZED REHABILITATION FACILITIES, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMPENSATION AND BENEFITS OF ALL OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S CHIEF OPERATING OFFICER/VICE PRESIDENT OF HUMAN RESOURCES IN CONJUNCTION WITH EACH INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THE ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS EMPLOYEES OF THE ORGANIZATION; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THE ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII, SECTION A, COLUMN B	CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER RELATED ORGANIZATIONS. THE HOURS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF BACHARACH INSTITUTE FOR REHABILITATION AND ITS AFFILIATES; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - WRITE-OFF OF INTERCOMPANY RECEIVABLES - ($227,282); - CHANGE IN INTEREST OF NET ASSETS OF BACHARACH HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX EXEMPT ORGANIZATION - ($3,155,210); - CHANGE IN BENEFICIAL INTEREST OF CHARITABLE TRUSTS - ($732,755); AND - IMPAIRMENT LOSS - ($630,415).
CORE FORM, PART XII; QUESTION 2	AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF BACHARACH INSTITUTE FOR REHABILITATION FOR THE YEARS ENDED DECEMBER 31, 2022 AND DECEMBER 31, 2021; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION'S FINANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: RESTORING INDEPENDENCE AND WELL-BEING THROUGH QUALITY, CARING, ADVOCACY AND ACCESSIBLE INTERDISCIPLINARY SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	380
6	Total number of volunteers (estimate if necessary) .............	6	15
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	190,847	1,059,761
9	Program service revenue (Part VIII, line 2g) .........	34,763,615	35,279,541
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,258,740	-77,962
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	38,727	31,031
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	36,251,929	36,292,371
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	29,330,861	29,698,052
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	9,888,468	10,820,948
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	39,219,329	40,519,000
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,967,400	-4,226,629
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	75,857,509	63,238,067
21	Total liabilities (Part X, line 26).............	11,356,793	9,497,094
22	Net assets or fund balances. Subtract line 21 from line 20.....	64,500,716	53,740,973

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 29,759,970 including grants of $ 0 ) (Revenue $ 35,279,541 )
	EXPENSES INCURRED IN PROVIDING INPATIENT ACUTE-CARE, OUTPATIENT AND SKILLED NURSING HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. FOR ADDITIONAL INFORMATION, PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATIONS COMMUNITY BENEFIT INFORMATION.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses29,759,970

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) DAVID COSKEY........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(19) MICHAEL FEDORKO........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(20) FRANCIS X FEE........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(21) EDWARD KLINE........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(22) ELLIOT M KRAUS MD........................................................................ TRUSTEE - MED STAFF PRESIDENT	1.0 .......................0.0	X	0	0	0
(23) ROSALIND KRAUSE........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(24) JAMES G LOWE MD........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(25) ROBERT MAIRONE........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(26) CORNELIUS MCPEAK JR........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(27) LAWRENCE J NAAME MD........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,463,230	0	324,306

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,059,761

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,059,761

		Business Code
2a	NET PATIENT SERVICE REVENUE	622310	30,778,185	30,778,185
b	OTHER HEALTHCARE RELATED REVENUE	622310	4,501,356	4,501,356
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		35,279,541

3 Investment income (including dividends, interest, and othersimilar amounts) ......			418,344			418,344
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		13,206,814	7a
b	Less: cost or other basis and sales expenses		13,703,120	7b
c	Gain or (loss)		-496,306	7c
d	Net gain or (loss).........			-496,306			-496,306
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
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..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	CAFETERIA & VENDING		722310	31,031			31,031
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			31,031
12	Total revenue. See instructions.....			36,292,371	35,279,541		-46,931

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	1,363,400	1,064,997	298,403
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	21,177,304	16,542,293	4,635,011
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	556,070	434,365	121,705
9	Other employee benefits .......	4,766,934	3,723,610	1,043,324
10	Payroll taxes ...........	1,834,344	1,432,867	401,477
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	605,581	185,285	420,296
c	Accounting ...........	124,000	37,939	86,061
d	Lobbying ...........	14,491		14,491
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	73,306		73,306
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,328,498	712,432	1,616,066	0
12	Advertising and promotion ....	31,059	9,503	21,556
13	Office expenses .......	578,809	401,284	177,525
14	Information technology ......	831,212	254,319	576,893
15	Royalties ..	0
16	Occupancy ...........	1,681,487	1,151,158	530,329
17	Travel ............	37,448		37,448
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	91,115	79,124	11,991
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	1,665,795	1,504,614	161,181
23	Insurance ...	782,995	704,695	78,300
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	1,793,901	1,417,182	376,719
b	REPAIRS & MAINTENANCE	91,781	79,895	11,886
c	DUES & SUBSCRIPTIONS	54,320	17,724	36,596
d	RECRUITMENT	21,846	6,684	15,162
e	All other expenses	13,304		13,304
25	Total functional expenses. Add lines 1 through 24e	40,519,000	29,759,970	10,759,030	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,875,203	1	1,889,036
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			4,723,715	4	4,774,592
5	Loans and other receivables from 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 ...........			0	7	0
8	Inventories for sale or use ............			275,464	8	239,019
9	Prepaid expenses and deferred charges ......			1,521,131	9	996,643
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	42,533,641
b	Less: accumulated depreciation	10b	33,458,994	10,443,509	10c	9,074,647
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			54,443,635	13	45,700,530
14	Intangible assets ...............			630,415	14	0
15	Other assets. See Part IV, line 11 ...........			944,437	15	563,600
16	Total assets. Add lines 1 through 15 (must equal line 33)...			75,857,509	16	63,238,067

17	Accounts payable and accrued expenses .....	5,105,720	17	5,288,757
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	3,229,915	20	2,807,300
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
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 ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	3,021,158	25	1,401,037
26	Total liabilities. Add lines 17 through 25..	11,356,793	26	9,497,094

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	58,630,024	27	48,943,658
28	Net assets with donor restrictions ...........	5,870,692	28	4,797,315
	Organizations that do not follow FASB ASC 958, check here 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 ...........	64,500,716	32	53,740,973
33	Total liabilities and net assets/fund balances ........	75,857,509	33	63,238,067

(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?
(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	Yes	No
(1)ATLANTIC PROSTHETIC & ORTHOTIC SVCS INC 199 NEW ROAD LINWOOD,NJ08221 22-3164284	HEALTHCARE	NJ	501(C)(3)	509(A)(2)	BIR	Yes
(2)BACHARACH HOSPITAL FOUNDATION INC 61 W JIMMIE LEEDS ROAD POMONA,NJ08240 22-3049576	FUNDRAISING	NJ	501(C)(3)	509(A)(3)	BIR	Yes

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership