TY 2023 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) ALAN M KLEIN SECRETARY (RESIGNED 12/31/2023)	1.0 ................. 2.5	X	X	0	0
(2) CATHERINE KLEMA VICE CHAIR	1.0 ................. 3.0	X	X	0	0
(3) EMANUEL CHIRICO TREASURER	0.8 ................. 1.8	X	X	0	0
(4) JAMES M BUTLER CHAIRMAN	1.3 ................. 3.0	X	X	0	0
(5) PHILIP O OZUAH MD PHD PRESIDENT & CEO	40.8 ................. 19.2	X	X	16,314,853	46,776
(6) ALAN N SUNA TRUSTEE	0.5 ................. 0.8	X		0	0
(7) ALISA R DOCTOROFF TRUSTEE	0.8 ................. 3.3	X		0	0
(8) ALLEN M SPIEGEL MD TRUSTEE	0.5 ................. 0.8	X		0	0
(9) BARRY S BLATTMAN TRUSTEE	0.8 ................. 1.8	X		0	0
(10) BRUCE DONIGER TRUSTEE	0.5 ................. 0.8	X		0	0
(11) DANIEL R TISHMAN TRUSTEE	0.5 ................. 2.8	X		0	0
(12) DAVID A TANNER TRUSTEE (RESIGNED 1/24/2023)	0.5 ................. 1.0	X		0	0
(13) DAVID B KEIDAN TRUSTEE	0.5 ................. 0.8	X		0	0
(14) DOUGLAS F EISENBERG TRUSTEE	0.5 ................. 0.8	X		0	0
(15) EDWIN H STERN III TRUSTEE	0.5 ................. 0.8	X		0	0
(16) ELLEN BRESLOW NEWHOUSE TRUSTEE	0.5 ................. 0.8	X		0	0
(17) GAYLE F ROBINSON TRUSTEE	0.8 ................. 1.8	X		0	0

(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)	(F) Estimated amount of other compensation from the organization and related organizations
(18) HELEN A JOHNSON TRUSTEE	0.8 .......................0.8	X				0	0	0
(19) JAY B ABRAMSON TRUSTEE	0.8 .......................2.8	X				0	0	0
(20) JENNIE EMIL TRUSTEE	0.5 .......................0.8	X				0	0	0
(21) JOEL BRAUN TRUSTEE	0.5 .......................0.8	X				0	0	0
(22) JOHN HEFFER TRUSTEE	0.5 .......................1.5	X				0	0	0
(23) JOHN P GUTFREUND TRUSTEE	0.5 .......................0.8	X				0	0	0
(24) JON W ROTENSTREICH TRUSTEE	0.5 .......................0.8	X				0	0	0
(25) JONATHAN A LIPTON TRUSTEE	0.5 .......................1.0	X				0	0	0
(26) LEWIS HENKIND TRUSTEE	0.5 .......................1.8	X				0	0	0
(27) MARGARET S NATHAN TRUSTEE	0.5 .......................0.8	X				0	0	0
(28) MATTHEW H NORD TRUSTEE	0.5 .......................1.0	X				0	0	0
(29) MELISSA CERIALE TRUSTEE	0.8 .......................2.8	X				0	0	0
(30) MICHAEL A STOCKER MD TRUSTEE (RESIGNED 12/31/2023)	0.8 .......................2.8	X				0	0	0
(31) NATHAN GANTCHER TRUSTEE	0.5 .......................2.0	X				0	0	0
(32) PATRICIA BAUMAN TRUSTEE (DECEASED 3/26/2024)	0.5 .......................0.8	X				0	0	0
(33) PATRICIA GREEN TRUSTEE	0.5 .......................0.8	X				0	0	0
(34) RONALD L MOELIS TRUSTEE	0.8 .......................1.3	X				0	0	0
(35) RUTH L GOTTESMAN EDD TRUSTEE	0.5 .......................2.0	X				0	0	0
(36) STACEY R LANE TRUSTEE	0.5 .......................2.0	X				0	0	0
(37) THOMAS L HARRISON TRUSTEE	0.5 .......................0.8	X				0	0	0
(38) CHRISTOPHER PANCZNER ASST SEC.-SVP & GEN COUNSEL	35.7 .......................24.3		X			0	1,826,063	46,882
(39) COLLEEN M BLYE EXEC VP & CFO	36.8 .......................23.2		X			0	3,648,579	29,882
(40) SUSAN GREEN-LORENZEN RN SYSTEM SENIOR VP-OPERATIONS	44.0 .......................16.0			X		0	2,712,654	46,906
(41) DANIEL GOLDSTEIN MD VICE CHAIR-CARDIOTHORACIC SURG	60.0 .......................0.0				X	1,704,255	0	20,284
(42) EMAD ESKANDAR MD CHAIR-NEUROLOGICAL SURGERY	60.0 .......................0.0				X	2,348,686	0	75,732
(43) JOSEPH DE ROSE MD DIR MIN INVASIVE ROBOTIC SURG	60.0 .......................0.0				X	1,707,686	0	45,563
(44) NEIL COBELLI MD CHAIR-DEPT. OF ORTHOPEDICS	60.0 .......................0.0				X	1,598,276	0	40,924
(45) ROBERT MICHLER MD CHAIR-SURG/CARDIOTHORACIC SURG	60.0 .......................0.0				X	4,708,987	0	78,267

(A) Name and business address	(B) Description of services	(C) Compensation
FASTAFF LLC PO BOX 911452 DENVER,CO80291	TEMPORARY NURSES	25,435,503
MCKINSEY AND COMPANY INC PO BOX 7247-7255 PHILADELPHIA,PA19170	CONSULTING FEES	25,021,328
INFOR (US) INC NW 7418 PO BOX 1450 PHILADELPHIA,PA19170	SYSTEM CONVERSION	21,828,663
EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE,WI532880314	SYSTEM CONVERSION	18,757,103
ALTO NEW YORK CITY LLC 190 N 10TH STREET BROOKLYN,NY11211	FREELANCE SUPPORT	14,343,939
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 466

- 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

2023

Open to Public
Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	74,395,294	559,366,084	200,018,624	186,175,585	91,597,508	1,111,553,095
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	74,395,294	559,366,084	200,018,624	186,175,585	91,597,508	1,111,553,095
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) ..						0
6	Public support. Subtract line 5 from line 4.						1,111,553,095

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	74,395,294	559,366,084	200,018,624	186,175,585	91,597,508	1,111,553,095
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	50,355,089	52,951,787	41,274,547	41,750,347	50,267,346	236,599,116
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	19,238,951	13,418,850	15,728,894	16,293,082	19,857,122	84,536,899
11	Total support. Add lines 7 through 10						1,432,689,110

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 2023 (line 6, column (f) divided by line 11, column (f)) .........

77.59 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

77.99 %

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

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) 2023

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) 2023

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) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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, Part II	THE SCHEDULE A, PART II SUPPORT SCHEDULE HAS BEEN COMPLETED AND DEMONSTRATES THAT MONTEFIORE MEDICAL CENTER MEETS THE 170(B)(1)(A)(VI)PUBLIC SUPPORT TEST AS REQUIRED TO USE THE SCHEDULE B, SPECIAL RULE. MONTEFIORE MEDICAL CENTER IS NOT CLASSIFIED AS A 170(B)(1)(A)(VI) ENTITY, AS IT MEETS ITS PUBLIC CHARITY STATUS REQUIREMENT AS A HOSPITAL UNDER SECTION 170(B)(1)(A)(III).
Schedule A, Part II, Line 10 Other Income	DESCRIPTION - , COLUMN A - 19238951.0, COLUMN B - 13418850.0, COLUMN C - 15728894.0, COLUMN D - 16293082.0, COLUMN E - 19857122.0, COLUMN F - 84536899.0;

Schedule A (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- 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

2023

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization MONTEFIORE MEDICAL CENTER

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) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization MONTEFIORE MEDICAL CENTER		Employer identification number 13-1740114

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization MONTEFIORE MEDICAL CENTER			Employer identification number 13-1740114
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) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- 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

right arrow

Complete if the organization is described below. 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

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

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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 .................................................................... right arrow

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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) 2022

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 right arrow

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 right arrow

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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)? ........

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

795,000

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

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

Yes

1,079,590

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

1,874,590

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, Line 1g	THE MEDICAL CENTER'S LOBBYING EXPENDITURES INCLUDED THE FOLLOWING: AMOUNTS PAID TO WELSH ROSE, LLC FOR FEDERAL LOBBYING AND THE MIRRAM GROUP, LLC FOR NYS AND NYC LOBBYING.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	OTHER LOBBYING ACTIVITIES WERE FOR INDIRECT COST ASSOCIATED WITH A PERCENTAGE OF MEMBERSHIP DUES USED BY THE FOLLOWING ORGANIZATIONS FOR LOBBYING EFFORTS: - GREATER NEW YORK HOSPITAL ASSOCIATION - AMERICAN HOSPITAL ASSOCIATION - ASSOCIATION OF AMERICAN MEDICAL COLLEGES - HEALTH CARE ASSOCIATION OF NYS - 1199/SEIU - GNYHA HEALTH EDUCATION PROJECT - 340B HEALTH - FOCUSED ON 340B ISSUES.

Schedule C (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- 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.
right arrow

Attach to Form 990.
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

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 ....	31,925,924	29,891,338	29,650,213	28,842,524	26,473,515
b	Contributions ...	24,500	2,000,100	75,956	631,000	18,250
c	Net investment earnings, gains, and losses	99,692	88,674	215,116	226,796	2,350,759
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	273,949	54,188	49,947	50,107
f	Administrative expenses ....
g	End of year balance ......	31,776,167	31,925,924	29,891,338	29,650,213	28,842,524

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

91.97 %

Term endowment right arrow

8.03 %

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 .....	18,659,261		18,659,261
b	Buildings ....	2,401,771,805	1,692,668,711	709,103,094
c	Leasehold improvements
d	Equipment ....	1,294,458,121	1,107,350,572	187,107,549
e	Other .....	124,889,316	6,146,518	118,742,798
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,033,612,702

Schedule D (Form 990) 2022

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) MALPRACTICE INSURANCE PROGRAMS	256,821,669	F
(B) ALTERNATIVE INVESTMENTS	224,722,000	F
(C) MANAGED CARE COMPANIES	48,816,431	F
(D) OTHER INVESTMENTS	2,823,759	F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	533,183,859

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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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)AMTS DUE FROM AFFILIATES				287,555,494
(2)ESTIMATED INSURANCE CLAIMS REC				194,870,000
(3)SECURITY DEPOSITS				248,374
(4)RIGHT OF USE OPER LEASE ASSETS				319,217,113
(5)PENSION ASSETS				758,499
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				802,649,480

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
PENSION & RETIREE HEALTH LIAB.	219,081,743
MALPRACTICE INSURANCE LIABILITIES	415,551,955
EMPLOYEE DEFERRED COMP LIABILITIES	99,820,501
THIRD PARTIES PAYER LIABILITIES	268,003,567
EST INSURANCE CLAIMS LIABILITIES	194,870,000
RIGHT OF USE OPER LEASE LIABILITIES	331,833,745
TRANSFORMATION PROJECT ACCRUED EXP	0


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,529,161,511
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) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

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

Return Reference

Explanation

Schedule D, Part III, Line 4 Collections of art - description of collections

MONTEFIORE MEDICAL CENTER FINE ART COLLECTIONS NUMBERS OVER 1,500 OBJECTS LOCATED THROUGHOUT THE CAMPUSES THAT ARE INSURED AND SCHEDULED WITH RISK MANAGEMENT. THE FINE ART PROGRAM DIRECTS EIGHT ROTATING GALLERY EXHIBITION SPACES, INCLUDING BUT NOT LIMITED TO: - ARTVIEW GALLERY AT THE MOSES, WAKEFIELD AND WEILER CAMPUSES; - THE GALLERY OF ARTFUL MEDICINE AT THE HUTCH, TOWER ONE CAMPUS; - SPOTLIGHT ON MONTEFIORE LOCATED IN THE TISHMAN LEARNING CENTER; - THE QUEEN CITY ART GALLERY AT MONTEFIORE NEW ROCHELLE HOSPITAL AND - THE YES GALLERY AT THE MOSES CAMPUS. IN HONOR OF MONTEFIORE'S HEALTH CARE HEROES, A MONOCHROMATIC PAINTING BY ISRAELI ARTIST TOMER PERETZ PORTRAYING A HEALTHCARE WORKER DURING THE COVID-19 PANDEMIC IS INCLUDED IN THE COLLECTION. THIS PAINTING IS CURRENTLY ON DISPLAY AT THE MAX AND SADIE LOUNGE ON THE EINSTEIN CAMPUS. MONTEFIORE'S MISSION - TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE - SERVES AS THE DRIVING FORCE BEHIND ALL OF OUR WORK, INCLUDING THE MONTEFIORE FINE ART PROGRAM AND COLLECTION. THE COLLECTION IS INTEGRATED INTO THE DAILY LIFE OF MONTEFIORE, FOSTERING A LIFE-AFFIRMING, RESTORATIVE AND SUPPORTIVE ENVIRONMENT FOR PATIENTS, FAMILIES, CAREGIVERS, STUDENTS, FACULTY AND STAFF.

Schedule D, Part V, Line 4 Intended uses of endowment funds

THE ORGANIZATION'S ENDOWMENTS WERE ESTABLISHED PURSUANT TO DONOR GIFTS RECEIVED OVER TIME SO THE EARNINGS CAN PROVIDE SUPPORT TO THE MEDICAL CENTER'S ACTIVITIES, SPECIFICALLY ITS CLINICAL PROGRAMS AND RELATED RESEARCH AS DESIGNATED BY THE INDIVIDUAL DONORS.

Schedule D (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Central America and the Caribbean			Investments	72,580,911
	Europe (Including Iceland and Greenland)			Investments	6,460,126















3a	Sub-total ....	0	0		79,041,037
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		79,041,037

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	0
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual

Schedule F (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right 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

2023

Open to Public Inspection

Name of the organization
MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	GRACE UNDER PRESSURE (DBA) BUCKLEY HALL EVENTS 33 KATONAH AVENUE KATONAH, NY10536	GALA EVENT		No	1,941,000	80,000	1,861,000









Total . . . . . . . . . . . . . . . . . . . .					1,941,000	80,000	1,861,000

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 GALA (event type)	(b) Event #2 GOLF OUTING (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	1,941,000	730,846	132,700	2,804,546
2	Less: Contributions . . . .	1,763,790	510,571	102,100	2,376,461
3	Gross income (line 1 minus line 2) . . . . . .	177,210	220,275	30,600	428,085

4	Cash prizes . . . . .
5	Noncash prizes . . . .		2,640		2,640
6	Rent/facility costs . . . .	86,383	238,503	76,635	401,521
7	Food and beverages . . .	244,308			244,308
8	Entertainment . . . .
9	Other direct expenses . . .	457,128	66,745	22,957	546,830
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				1,195,299
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-767,214

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

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

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- 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.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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 50000 %

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? . . . . . .

Yes

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? . . . . . . . . .

Yes

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

Yes

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		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			57,667,845	27,967,267	29,700,578	0.58 %
b	Medicaid (from Worksheet 3, column a) . . . . .			1,944,463,988	1,570,195,285	374,268,703	7.33 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .					0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	0	2,002,131,833	1,598,162,552	403,969,281	7.91 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).			80,956,979	31,343,538	49,613,441	0.97 %
f	Health professions education (from Worksheet 5) . . .			376,119,200	223,336,436	152,782,764	2.99 %
g	Subsidized health services (from Worksheet 6) . . . .			119,195,430	71,004,548	48,190,882	0.94 %
h	Research (from Worksheet 7) .			28,805,242	12,790,817	16,014,425	0.31 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			110,000,000	0	110,000,000	2.15 %
j	Total. Other Benefits . .	0	0	715,076,851	338,475,339	376,601,512	7.38 %
k	Total. Add lines 7d and 7j .	0	0	2,717,208,684	1,936,637,891	780,570,793	15.29 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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			1,011,789	389,076	622,713	0.01 %
2	Economic development					0	0 %
3	Community support					0	0 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development			1,037,155	194,582	842,573	0.02 %
9	Other					0	0 %
10	Total	0	0	2,048,944	583,658	1,465,286	0.03 %

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. ......

12,172,037

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

3,694,587

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).....

374,988,443

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

363,147,935

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

11,840,508

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) 2023

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)
1	MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX,NY10467 WWW.MONTEFIORE.ORG 7000006H	X	X	X	X	X	X

Schedule H (Form 990) 2023

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)

	MONTEFIORE MEDICAL CENTER
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): https://assets.montefioreeinstein.org/prod/2024-08/MMC-2022-CHNA-CSP-Report-FINAL.pdf

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): https://assets.montefioreeinstein.org/prod/2024-08/MMC-2022-CHNA-CSP-Report-FINAL.pdf

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) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MONTEFIORE MEDICAL CENTER
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 100.0%
and FPG family income limit for eligibility for discounted care of 500.0%

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):

https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy

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

https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy

A plain language summary of the FAP was widely available on a website (list url):
https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy

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) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	MONTEFIORE MEDICAL CENTER
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?..................

Yes

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) 2023

Page 7

Part VFacility Information (continued)

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

	MONTEFIORE MEDICAL CENTER
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) 2023

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, Line 5 Facility , 1	Facility , 1 - . IN CONDUCTING ITS MOST RECENT CHNA, THE HOSPITAL FACILITY TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. MONTEFIORE MEDICAL CENTER, IN PARTNERSHIP WITH MULTIPLE BRONX HOSPITALS AND HEALTHCARE PROVIDERS, COMMUNITY STAKEHOLDERS INCLUDING THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE'S BRONX BUREAU, COMMUNITY ORGANIZATIONS AND COMMUNITY RESIDENTS CONDUCTED ITS 2022-2024 COMMUNITY HEALTH NEEDS ASSESSMENT TO IDENTIFY THE SIGNIFICANT HEALTH CONCERNS OF THE BRONX COUNTY. MONTEFIORE MEDICAL CENTER FACILITATED STRONG RELATIONSHIPS WITH COMMUNITY GROUPS. THE MONTEFIORE COMMUNITY ADVISORY BOARDS, WHICH SERVE THE MONTEFIORE MEDICAL CENTER ACUTE CARE CAMPUSES IN THE BRONX CONSIST OF MEMBERSHIP SERVING THE TWELVE BRONX COMMUNITY BOARDS AND REPRESENT KEY CONSTITUENCIES IN THOSE COMMUNITIES INCLUDING LOCAL POLICE PRECINCT COUNCILS, LARGE FAITH-BASED ORGANIZATIONS, AND MAJOR SOCIAL SERVICE PROVIDERS. BETWEEN WINTER 2021 THROUGH SUMMER 2022, STAFF OF MONTEFIORE'S OFFICE OF COMMUNITY AND POPULATION HEALTH AND MONTEFIORE'S OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS ENGAGED WITH THE BRONX BOROUGH PRESIDENT'S DULY APPOINTED REPRESENTATIVES OF THE OFFICIAL TWELVE BRONX COMMUNITY BOARDS. IN ADDITION TO RECEIVING INPUT FROM THESE REGIONAL BOARDS AND THEIR COMMUNITY MEMBERSHIP, THE STAFF ALSO SOLICITED INFORMATION FROM ELECTED LEADERS THROUGH HEALTH FOCUSED EVENTS WHICH ALLOW THE SHARING OF SECONDARY DATA WITH THE LOCAL ELECTED OFFICIALS TO RECEIVE CONFIRMATION OR ALTERNATE OPINION ON THE IMPACTS FELT BY THEIR CONSTITUENCIES THEY REPRESENT. IN ADDITION, MONTEFIORE ALSO PARTICIPATED WITH SEVERAL COALITIONS, MOST NOTABLY THE #NOT 62 COALITION-THE CAMPAIGN FOR A HEALTHY BRONX TO WORK COLLABORATIVELY TO ADDRESS AGREED ON SIGNIFICANT HEALTH ISSUES IMPACTING THE COMMUNITY. THE PREPARATION OF THE 2022-2024 COMMUNITY HEALTH NEEDS ASSESSMENT WAS AN INTER-ORGANIZATIONAL AND COMMUNITY COLLABORATIVE PROCESS, INITIATED WITH THE GOAL OF DEVELOPING AN ASSESSMENT THAT WAS REFLECTIVE OF THE NEEDS OF THE COMMUNITY INCLUDING THE CLINICAL AND SOCIAL DETERMINANTS OF HEALTH. GIVEN THE COMPLEXITY AND DIVERSITY OF THE POPULATIONS OF THE BRONX, A COLLECTION OF PRIMARY DATA FROM A REPRESENTATIVE SAMPLE OF BRONX RESIDENTS ALONG WITH SECONDARY DATA WAS USED TO IDENTIFY THE SIGNIFICANT HEALTH CONCERNS OF THE BRONX COMMUNITY. FOR THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY, MONTEFIORE MEDICAL CENTER PARTICIPATED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY COLLABORATIVE LED BY THE GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA). THE COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY COLLABORATIVE INCLUDED MULTIPLE HEALTH SYSTEMS AND HOSPITALS ACROSS NEW YORK STATE. WORKING WITH THE GNYHA CHNA SURVEY COLLABORATIVE, A SURVEY WAS DEVELOPED AND DISTRIBUTED TO COMMUNITY MEMBERS DURING THE SPRING AND EARLY SUMMER OF 2022 AS THE MAIN METHOD OF PRIMARY DATA COLLECTION. THE SURVEY WAS AVAILABLE ON PAPER AND ELECTRONICALLY THROUGH A SURVEY LINK AND QR CODE AND WAS AVAILABLE IN 10 LANGUAGES. IN ADDITION TO DATA PROVIDED FROM NEW YORK CITY SOURCES, MULTIPLE ADDITIONAL SECONDARY DATA SOURCES WERE USED TO SUPPORT THE IDENTIFICATION AND SELECTION OF THE PRIORITY ITEMS THAT WERE SELECTED AND REVIEWED WITH THE PARTNERS AND ENHANCED THROUGH THE INPUT FROM THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE'S BUREAU OF BRONX NEIGHBORHOOD HEALTH. THROUGH THE PROCESS OF COMPLETING AND REVIEWING DATA OBTAINED THROUGH THE PRIMARY AND SECONDARY SOURCES, ENGAGING WITH COMMUNITY STAKEHOLDERS AND KEY PARTNERS AND A REVIEW OF RESOURCES AVAILABLE WITHIN THE MEDICAL CENTER AND THROUGH ITS PARTNERSHIPS, AN IMPLEMENTATION STRATEGY WAS DEVELOPED TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED. AS WITH THE PREVIOUS COMMUNITY HEALTH ASSESSMENT, MONTEFIORE DID NOT RECEIVE ANY WRITTEN COMMENTS ON THE HOSPITAL'S MOST RECENTLY CONDUCTED CHNA AND IMPLEMENTATION STRATEGY.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - . THROUGH THE PROCESS OF COMPLETING AND REVIEWING DATA OBTAINED THROUGH THE PRIMARY AND SECONDARY SOURCES, ENGAGING WITH COMMUNITY STAKEHOLDERS AND KEY PARTNERS, AND A REVIEW OF RESOURCES AVAILABLE WITHIN THE MEDICAL CENTER AND THROUGH ITS PARTNERSHIPS, AN IMPLEMENTATION STRATEGY WAS DEVELOPED TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED. TWO PRIORITY AREAS WERE IDENTIFIED FOR THE 2022-2024 REPORT BASED ON THE REPORTED AND DOCUMENTED HEALTH NEEDS THAT WERE IMPORTANT ACROSS THE POPULATIONS SURVEYED AND REFLECTED IN THE DATA AS CRITICAL AND IN ALIGNMENT WITH THE NEW YORK STATE PREVENTION AGENDA: 1) PREVENT CHRONIC DISEASES, AND 2) PROMOTE HEALTHY WOMEN, INFANTS AND CHILDREN. THE PROGRAMS SELECTED FOR EACH OF THESE PRIORITY AREAS ADDRESS CANCER PREVENTION AND CARE, AND WOMEN'S AND MATERNAL HEALTH CARE WITH A FOCUS ON HEALTH DISPARITIES AND THE SOCIAL DETERMINANTS OF HEALTH. THE FIRST OF THE TWO PRIORITY AREAS IDENTIFIED WAS TO PREVENT CHRONIC DISEASE WITH THE FOCUS ON CANCER PREVENTION AND CARE. THE BRONX FACES A FORMIDABLE CANCER BURDEN. LATE-STAGE DIAGNOSIS OF SCREEN-DETECTABLE CANCERS AT MONTEFIORE EINSTEIN CANCER CARE IN 2020-21 WAS 22.5% WITH RATES EXCEEDING 30% IN SEVERAL NEIGHBORHOODS. THERE IS A NEED FOR SERVICES THAT ADDRESS THE PREVENTION AND MANAGEMENT OF CANCER WITH A FOCUS ON ADDRESSING THE DISPARITIES IN CANCER CARE AND THE OUTCOMES THAT EXIST IN THE BRONX. THE MONTEFIORE EINSTEIN CANCER CENTER COMMUNITY OUTREACH AND ENGAGEMENT TEAM IS CHARGED WITH THE GOAL OF BRING CANCER SCREENING AND EDUCATION TO SOME OF THE MOST UNDERSERVED AND DIFFICULT TO REACH COMMUNITIES IN THE BRONX. THEIR EFFORTS BUILD UPON STRONG RELATIONSHIPS WITH COMMUNITY AND HEALTH SYSTEM PARTNERS WITH ACTIVITIES SPANNING THE ENTIRE CANCER CONTINUUM, FROM PREVENTION AND EARLY DETECTION TO TREATMENT AND SURVIVORSHIP AND END OF LIFE CARE. SIDEWALKS TO SCREENING IS A MAJOR INITIATIVE INTRODUCED IN 2021 TO HELP ENGAGE OR RE-ENGAGE COMMUNITIES IN CANCER SCREENINGS. THIS PROACTIVE APPROACH WAS DEVELOPED WITH INPUT FROM A COMMUNITY ADVISORY BOARD TO ADDRESS THE MANY SOCIAL DETERMINANTS OF HEALTH THAT PREVENT ACCESS OR DETER PEOPLE FROM PREVENTIVE CARE, LEADING TO HIGH RATE OF LATE-STAGE DIAGNOSIS. SOME OF THE INTERVENTIONS BEING TAKEN INCLUDE THE REMOVABLE OF STRUCTURAL BARRIERS TO CANCER SCREENING SUCH AS PROVIDING FLEXIBLE CLINIC HOURS, OFFERING CANCER SCREENING IN NON-CLINICAL SETTINGS, OFFERING ON-SITE TRANSLATION, TRANSPORTATION, PATIENT NAVIGATION AND OTHER ADMINISTRATIVE SERVICES AND WORKING WITH EMPLOYERS TO PROVIDE EMPLOYEES WITH PAID LEAVE OR THE OPTION TO USE FLEX TIME FOR CANCER SCREENING. THE SECOND OF THE TWO PRIORITY AREAS SELECTED WAS TO PROMOTE HEALTHY WOMEN, INFANTS AND CHILDREN WITH A FOCUS ON HEALTH DISPARITIES AND THE SOCIAL DETERMINANTS OF HEALTH. AS WITH CHILDREN, HEALTH OUTCOMES FOR MOTHERS ARE LARGELY INFLUENCED BY UNMET SOCIAL NEEDS THAT ARE OUTSIDE THE TRADITIONAL HEALTHCARE SETTING. RACIAL AND ETHNIC DISPARITIES IN MATERNAL MORBIDITY AND MORTALITY ARE PERSISTENT AND DRIVEN BY THE SOCIAL CONDITIONS OF MOTHERS. SOCIAL STRESSORS INCLUDING SUBSTANCE ABUSE, INTIMATE PARTNER VIOLENCE, AND UNSTABLE OR UNSAFE HOUSING ARE COMMON IN THE BRONX MATERNAL POPULATION. MONTEFIORE HEALTH SYSTEM IS DEDICATED TO ADVANCING THE HEALTH OF THE COMMUNITIES WE SERVE AND HAS ADOPTED AN OVERALL STRATEGY TO INTEGRATE SOCIAL CARE INTO HEALTHCARE. IN 2021, MONTEFIORE ESTABLISHED THE COMMUNITY HEALTH WORKERS INSTITUTE TO INTEGRATE SOCIAL CARE INTO THE DELIVERY OF HEALTH CARE BY ADDING COMMUNITY HEALTH WORKERS TO CLINICAL TEAMS. THE COMMUNITY HEALTH WORKERS INSTITUTE SEEKS TO TRANSFORM THE MATERNAL AND CHILD HEALTH PRACTICE ACROSS THE HEALTH SYSTEM THROUGH INTEGRATION OF COMMUNITY WORKERS TO PROVIDE COMPREHENSIVE SUPPORT TO OUR MOST VULNERABLE FAMILIES. OUR GOAL IS TO REDUCE RACIAL ETHNIC, ECONOMIC, AND GEOGRAPHIC DISPARITIES IN MATERNAL AND CHILD HEALTH OUTCOMES AND PROMOTE HEALTH EQUITY FOR MATERNAL AND CHILD HEALTH POPULATIONS. MONTEFIORE MEDICAL CENTER HAS SELECTED TWO OF THE SEVEN IDENTIFIED COMMUNITY HEALTH NEEDS TO PRIORITIZE FOR ITS 2022-2024 COMMUNITY HEALTH NEEDS ASSESSMENT REPORT. THE MEDICAL CENTER HAS OVER 60 PROGRAMS ADDRESSING THE PRIORITIES LAID OUT IN THE NEW YORK STATE PREVENTION AGENDA TO ADDRESS THE OTHER FIVE COMMUNITY-IDENTIFIED PRIORITIES. IN ADDITION TO THE MULTIPLE RESOURCES THAT HAVE BEEN DEVELOPED AT MONTEFIORE INDEPENDENTLY AND THROUGH PARTNERSHIP WITH OTHER ORGANIZATIONS, THERE CONTINUES TO BE A NEED FOR COMMUNITY-BASED PROGRAMS AND RESOURCES THAT CAN AUGMENT MONTEFIORE'S PROGRAMS AND SERVICES. MULTIPLE FREE AND LOW COST INTERNET DATABASES HAVE ENTERED THE PUBLIC SPHERE SUCH AS WWW.AUNTBERTHA.COM, WWW.HITESITE.ORG, WWW.NOWPOW.COM, AMONG OTHERS, THAT HAVE REDUCED THE NEED FOR QUICKLY OBSOLETE AND EXPENSIVE-TO-PRODUCE INFORMATION AND COMMUNITY RESOURCES REFERRAL GUIDES. SINCE THE PREVIOUS VERSION OF THIS REPORT IN 2019, MONTEFIORE HAS CONTINUED TO EXPAND AND HAS A GOAL TO SCALE SCREENING AND REFERRING PATIENTS FOR UNMET SOCIAL NEEDS. THIS INCLUDES THE USE OF THE ELECTRONIC DATABASE PLATFORM WWW.NOWPOW.COM TO CONNECT PATIENTS TO NEEDED RESOURCES, WHICH HAS BEEN A CHALLENGE FOR THE HEALTH CARE SECTOR IN THE PAST. THIS ONLINE TOOL IS A MUCH MORE COMPREHENSIVE AND PRACTICAL ALTERNATIVE TO THE HARD TO KEEP UP-TO-DATE AND DIFFICULT TO SEARCH HOMEGROWN REFERRAL GUIDES THAT MANY HEALTH CARE PROVIDERS HAVE HAD TO USE IN THE PAST. MANY MONTEFIORE SITES HAVE BEEN INTRODUCED TO THIS NEW ONLINE RESOURCE AND TEAMS CONTINUE TO WORK TO INTEGRATE THIS KIND OF SOLUTION MORE SEAMLESSLY INTO THE VARIOUS WORKFLOWS ACROSS THE AMBULATORY, ED AND INPATIENT SETTINGS. AS MONTEFIORE IS AN ORGANIZATION THAT WORKS WITH COMPLEX HEALTH NEEDS AND WHOSE COMMUNITY FACES MULTI-FACTORIAL STRUCTURAL BARRIERS THAT IMPACT OVERALL HEALTH, PROVIDING INFORMATION, ACCESSIBILITY, AND REVIEW OF SUCH EXTERNAL LINKS, ALLOWS MONTEFIORE TO BETTER ADDRESS PATIENTS' SOCIAL NEEDS AND BUILD ON THE WORK OF COMMUNITY-BASED ORGANIZATIONS IN SERVING THE COMMUNITY. THE USE OF AN INTERNET DATABASE WILL ALLOW MONTEFIORE TO CONNECT PATIENTS TO IMPORTANT COMMUNITY RESOURCES PROVIDED OUTSIDE OF THE HEALTH SYSTEM BY MANY OF OUR COMMUNITY PARTNERS TO ADDRESS COMMUNITY NEEDS SUCH AS HOUSING (QUALITY AND AFFORDABILITY), TRANSPORTATION, EMPLOYMENT, AND EDUCATION. WE AT MONTEFIORE MORE THAN RECOGNIZES THE IMPORTANCE OF ADDRESSING THESE NEEDS IN ADVANCING THE HEALTH OF THE COMMUNITY THAT WE SERVE.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - . FAMILY SIZE IS FACTORED INTO THE ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE.
Schedule H, Part V, Section B, Line 15 Facility , 1	Facility , 1 - . THE MEDICAL CENTER HAS INTERNAL RESOURCES AVAILABLE FOR ASSISTANCE WITH THE FAP APPLICATION PROCESS. THE MEDICAL CENTER'S FAP PROVIDES ADDRESSES, LOCATIONS AND PHONE NUMBERS FOR OFFICES WITHIN MONTEFIORE TO ASSIST WITH COMPLETING APPLICATIONS. THE FINANCIAL AID AND MEDICAID STAFF AT THESE LOCATIONS ARE ALSO CERTIFIED APPLICATION COUNSELORS THAT ASSIST WITH MARKET PLACE AND MEDICAID APPLICATIONS.

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?220
Name and address		Type of Facility (describe)
1	GREENE MEDICAL ARTS PAVILLION 3400 BAINBRIDGE AVENUE BRONX,NY10467	HOSPITAL OUTPATIENT DEPT
2	HUTCHINSON CAMPUS 1250 WATERS PLACE BRONX,NY10461	SPECIALTY CARE EXTENSION
3	MMG - MAP GREENE MEDICAL ARTS PAVILION 3400 BAINBRIDGE AVENUE BRONX,NY10467	PRIMARY CARE PRACTICE
4	CERTIFIED HOME HEALTH AGENCY 1 FORDHAM PLAZA BRONX,NY10458	CERTIFIED HOME HEALTH CARE AGENCY
5	MMC-MONTEFIORE EINS CTR FR CANCER CARE 1695 EASTCHESTER ROAD BRONX,NY10461	SPECIALTY CARE EXT CLINIC
6	MMG-COMPREHENSIVE FAMILY CARE CTR 1621 EASTCHESTER RD BRONX,NY10461	PRIMARY CARE EXTENSION CLINIC
7	MMG-COMPREHENSIVE HEALTH CARE CTR 305 EAST 161ST STREET BRONX,NY10451	PRIMARY CARE EXTENSION CLINIC
8	MONTEFIORE MUSCOLOSKELETAL CENTER 1250 WATERS PLACE BRONX,NY10461	SPECIALTY CARE PRACTICE
9	MONTEFIORE ADVANCED IMAGING MAP 3400 BAINBRIDGE AVENUE BRONX,NY10467	IMAGING CENTER
10	MMG-BRONX EAST 2300 WESTCHESTER AVENUE BRONX,NY10462	PRIMARY CARE PRACTICE
11	MMG-FAMILY HEALTH CENTER ONE FORDHAM PLAZA BRONX,NY10458	PRIMARY CARE EXTENSION CLINIC
12	MMC-CENTER FOR RADIATION THERAPY 1625 POPLAR STREET BRONX,NY10461	SPECIALTY CARE EXT CLINIC
13	MONTEFIORE ADVANCED IMAGING MMP 1635 POPLAR STREET BRONX,NY10461	SPECIALTY CARE EXT CLINIC
14	MMG-UNIVERSITY AVENUE FAMILY PRACTICE 105 WEST 188TH STREET BRONX,NY10468	PRIMARY CARE EXTENSION CLINIC
15	MMG-FAMILY CARE CENTER 3444 KOSSUTH AVE BRONX,NY10467	PRIMARY CARE EXTENSION CLINIC
16	MMG-CROSS COUNTY 1010 CENTRAL PARK AVE YONKERS,NY10704	PRIMARY CARE PRACTICE
17	CARDIOLOGY ASSOCIATES 3201 GRAND CONCOURSE BRONX,NY10468	SPECIALTY CARE PRACTICE
18	SCARSDALE WOMEN'S CENTER 1075 CENTRAL PARK AVENUE SCARSDALE,NY10583	SPECIALTY CARE PRACTICE
19	MMP-OUTPATIENT REHABILITATION SERVICES 1500 BLONDELL AVENUE BRONX,NY10461	SPECIALTY CARE EXT CLINIC
20	MONTEFIORE DPT OF CARDIOTHORACIC SURGERY 1575 BLONDELL AVENUE BRONX,NY10461	SPECIALTY CARE PRACTICE
21	SUBSTANCE ABUSE TREATMENT PROG UNIT 3 2058 JEROME AVENUE BRONX,NY10453	SUBSTANCE USE DISORDERS CLINIC
22	MMG-WILLIAMBRIDGE 3011 BOSTON ROAD BRONX,NY10469	PRIMARY CARE EXTENSION CLINIC
23	MMG-CO-OP CITY 2100 BARTOW AVENUE BRONX,NY10475	PRIMARY CARE EXTENSION CLINIC
24	SO BRONX HEALTH CTR FOR CHILD & FAMILIES 871 PROSPECT AVENUE BRONX,NY10459	PRIMARY CARE EXTENSION CLINIC
25	MONTEFIORE WAKEFIELD MENTAL HLTH CLINIC 4401 BRONX BOULEVARD BRONX,NY10470	MENTAL HEALTH EXT CLINIC
26	HARTSDALE FERTILITY & FETAL MEDICINE 141 S CENTRAL AVE HARTSDALE,NY10530	SPECIALTY CARE PRACTICE
27	MMG MARBLE HILL FAMILY PRACTICE 5525 BROADWAY BRONX,NY10463	PRIMARY CARE EXTENSION CLINIC
28	TARRYTOWN CARDIOLOGY ASSOCIATES 150 WHITE PLAINS ROAD TARRYTOWN,NY10591	SPECIALTY CARE PRACTICE
29	MMG-EASTCHESTER 440 WHITE PLAINS ROAD EASTCHESTER,NY10709	PRIMARY CARE PRACTICE
30	MMG-CASTLE HILL FAMILY PRACTICE 2175 WESTCHESTER AVENUE BRONX,NY10462	PRIMARY CARE EXTENSION CLINIC
31	SUBSTANCE ABUSE TREATMENT CENTER UNIT 1 3550 JEROME AVENUE BRONX,NY10467	SUBSTANCE USE DISORDERS CLINIC
32	MONTEFIORE MED PARK ORTHODONTIC CENTER 1625 POPLAR STREET BRONX,NY10461	SPECIALTY CARE EXT CLINIC
33	MMG-RIVERDALE 3510 JOHNSON AVENUE BRONX,NY10463	PRIMARY CARE PRACTICE
34	MONTEFIORE EAST TREMONT FAMILY PRACTICE 3101 E TREMONT AVENUE BRONX,NY10461	PRIMARY CARE PRACTICE
35	JE& ZB BUTLER CHILD ADVOCACY CENTER 3314 STEUBEN AVENUE BRONX,NY10467	SPECIALTY CARE EXT CLINIC & MENTAL HEALTH CLINIC
36	BRONX HEALTH COLLECTIVE 853 LONGWOOD AVENUE BRONX,NY10459	HOMELESS SHELTER EXT CLINIC
37	MSHP - STEVENSON HIGH SCHOOL 1980 LAFAYETTE AVENUE BRONX,NY10461	SCHOOL HEALTH CLINIC
38	MSHP - DE WITT CLINTON HIGH SCHOOL 100 W MOSHOLU PARKWAY SO BRONX,NY10468	SCHOOL HEALTH CLINIC
39	MSHP - HERBERT H LEHMAN CAMPUS 3000 EAST TREMONT AVENUE BRONX,NY10461	SCHOOL HEALTH CLINIC
40	MONTEFIORE MEDICAL SPECIALISTS 495 CENTRAL PARK AVENUE YONKERS,NY10704	SPECIALTY CARE PRACTICE
41	MSHP - PS 8 3010 BRIGGS AVENUE BRONX,NY10458	SCHOOL HEALTH CLINIC
42	INST FR WOMEN'S HLTH GENETICS & HUM REP 1695 EASTCHESTER ROAD BRONX,NY10461	SPECIALTY CARE PRACTICE
43	MSHP - EVANDER CHILDS CAMPUS 800 EAST GUN HILL ROAD BRONX,NY10467	SCHOOL HEALTH CLINIC
44	MSHP - JOHN PHILIP SOUSA MS 142 3750 BAYCHESTER AVENUE BRONX,NY10466	SCHOOL HEALTH CLINIC
45	MONTEFIORE DIVISION OF GASTROENTEROLOGY 1500 WATERS PLACE BRONX,NY10461	SPECIALTY CARE PRACTICE
46	MSHP - PS 105 725 BRADY AVENUE BRONX,NY10462	SCHOOL HEALTH CLINIC
47	MSHP - WALTON CAMPUS 2780 RESERVOIR AVENUE BRONX,NY10468	SCHOOL HEALTH CLINIC
48	MSHP - THEODORE ROOSEVELT CAMPUS 500 EAST FORDHAM ROAD BRONX,NY10458	SCHOOL HEALTH CLINIC
49	MSHP - PS 28 1861 ANTHONY AVENUE BRONX,NY10457	SCHOOL HEALTH CLINIC
50	MSHP - MS 45 2502 LORRILARD AVENUE BRONX,NY10458	SCHOOL HEALTH CLINIC
51	MSHP - PS 55 450 ST PAULS PLACE BRONX,NY10456	SCHOOL HEALTH CLINIC
52	MSHP - PS 85 2400 MARION AVENUE BRONX,NY10458	SCHOOL HEALTH CLINIC
53	SAFE HOUSE FOR LEAD POISONING PREV PROG 91 EAST MOSHOLU PARKWAY BRONX,NY10467	SPECIALTY CARE EXT CLINIC
54	MSHP - SOUTH BRONX CAMPUS 701 ST ANNS AVENUE 3RD FLOOR BRONX,NY10455	SCHOOL HEALTH CLINIC
55	MSHP - IS 217 ENTRADA 977 FOX STREET BRONX,NY10459	SCHOOL HEALTH CLINIC
56	MONTEFIORE WAKEFIELD CHEM DEP OP PROG 4401 BRONX BOULEVARD BRONX,NY10470	SUBSTANCE USE DISORDERS CLINIC
57	MSHP - PSMS 95 3961 HILLMAN AVENUE BRONX,NY10463	SCHOOL HEALTH CLINIC
58	MSHP - BRONX REGIONAL HIGH SCHOOL 1010 REV JA POLITE AVENUE BRONX,NY10459	SCHOOL HEALTH CLINIC
59	CENTER FOR CHILD HEALTH AND RESILIENCY 890 PROSPECT AVENUE BRONX,NY10459	PRIMARY CARE EXTENSION CLINIC
60	MONTEFIORE DENTAL CENTER 951 PROSPECT AVENUE BRONX,NY10459	DENTAL CENTER
61	MSHP - MOTT HAVEN HS CAMPUS 730 CONCOURSE VILLAGE EAST BRONX,NY10451	SCHOOL HEALTH CLINIC
62	MONTEFIORE STD INITIATIVE 3230 BAINBRIDGE AVENUE BRONX,NY10467	SPECIALTY CARE EXT CLINIC
63	MSHP - WILLIAM HOWARD TAFT CAMPUS 240 EAST 172ND STREET BRONX,NY10457	SCHOOL HEALTH CLINIC
64	MONTEFIORE GOTTSCHO CHILD DIALYSIS CTR FROST VALLEY YMCA CAMP CLARYVILLE,NY12725	CHRONIC DIALYSIS EXT CLINIC
65	SARATOGA INTERFAITH FAMILY SHELTER 175-15 ROCKAWAY BOULEVARD QUEENS,NY11434	HOMELESS SHELTER EXT CLINIC
66	HELP BRONX CROTONA 785 CROTONA PARK NORTH BRONX,NY10460	HOMELESS SHELTER PT CLINIC
67	AMERICAN RED CROSS FAMILY SHELTERICAHN 4 EAST 28TH STREET NEW YORK,NY10016	HOMELESS SHELTER EXT CLINIC
68	MONTEFIORE BREAST CENTER 1250 WATERS PLACE 7TH FLOOR BRONX,NY10461	SPECIALTY CARE PRACTICE
69	SAINT JOHN'S FAMILY SHELTER 1630 SAINT JOHNS PLACE BROOKLYN,NY11233	HOMELESS SHELTER EXT CLINIC
70	WELLNESS CENTER AT PORT MORRIS 804 EAST 138TH STREET BRONX,NY10454	SUBSTANCE USE DISORDERS CLINIC
71	WELLNESS CENTER AT WATERS PLACE 1510 WATERS PLACE BRONX,NY10461	SUBSTANCE USE DISORDERS CLINIC
72	WAKEFIELD-DEPT OF OPHTHALMOLOGY 4141 CARPENTER AVENUE BRONX,NY10466	SPECIALTY CARE
73	WELLNESS CENTER AT MELROSE 260 EAST 161ST STREET BRONX,NY10451	SUBSTANCE USE DISORDERS CLINIC
74	WAKEFIELD-DEPT OF ORTHROPEDIC SURGERY 4141 CARPENTER AVENUE BRONX,NY10466	SPECIALTY CARE
75	MONTEFIORE WELLNESS CENTER 1180 MORRIS PARK AVENUE BRONX,NY10461	SPECIALTY CARE PRACTICE
76	RIVERDALE MEDICAL ASSOCIATES 2711 HENRY HUDSON PARKWAY BRONX,NY10463	SPECIALTY CARE PRACTICE
77	NEUROSCIENCE CENTER 3316 ROEHAMBEAU AVENUE BRONX,NY10467	IMAGING CENTER
78	MONTEFIORE GENERAL CLINICAL RESEARCH CTR 1300 MORRIS PARK AVENUE BRONX,NY10461	CLINIC RESEARCH EXT CLINIC
79	GENERAL CLINICAL RESEARCH CENTER 111 E 210TH STREET-MRT BRONX,NY10467	CLINICAL RESEARCH EXT CLINIC
80	MONTEFIORE-EINSTEIN CTR FOR CANCER CARE 1575 BLONDELL AVENUE SUITE 200 BRONX,NY10461	CANCER SERVICES
81	MONTEFIORE CARDIOLOGY 1628 EASTCHESTER 1628 EASTCHESTER ROAD BRONX,NY10461	SPECIALTY PRACTICE
82	MONTEFIORE JARRETT PEDIATRIC DENTAL CTR 1516 JARRETT AVENUE BRONX,NY10456	DENTAL CENTER
83	MONTEFIORE DEPARTMENT OF DENTISTRY 3332 ROCHAMBEAU AVENUE BRONX,NY10467	DENTAL CENTER
84	MONTEFIORE ADVANCED IMAGING GUNHILL 200 EAST GUNHILL ROAD BRONX,NY10467	IMAGING CENTER
85	MONTEFIORE WAKEFIELD CHILD PSYCH CTR 4401 BRONX BOULEVARD BRONX,NY10470	MENTAL HEALTH CLINIC
86	ADOLESCENT AIDS PROGRAM 3515 WAYNE AVENUE BRONX,NY10467	PEDIATRIC SPECIALTY CENTER
87	MONTEFIORE DEPARTMENT OF NEUROLOGY 140 LOCKWOOD AVENUE NEW ROCHELLE,NY10801	SPECIALTY CENTER
88	EINSMONTEFIORE AUTISM EVAL & TREAT CTR 6 EXECUTIVE PLAZA YONKERS,NY10701	SPECIALTY CENTER
89	CENTENNIAL WOMEN'S CENTER 3332 ROCHAMBEAU AVE BRONX,NY10467	WOMEN'S HEALTH CENTER
90	DEPT OF OB & GYNWOMEN'S HEALTH 4170 BRONX BOULEVARD BRONX,NY10466	WOMEN'S HEALTH CENTER
91	MONTEFIORE CHILDADOL MENTAL HLTH CLINIC 3340 BAINBRIDGE AVENUE BRONX,NY10467	MENTAL HELATH CLINIC
92	MONTEFIORE RIVERDALE CARDIOLOGY PRACTICE 2711 HENRY HUDSON PARKWAY BRONX,NY10463	SPECIALTY CARE PRACTICE
93	REHABILITATION MEDICINE PRIVATE PRACTICE 3329 BAINBRIDGE AVENUE BRONX,NY10467	SPECIALTY CARE PRACTICE
94	MONTEFIORE DIVISION OF DERMATOLOGY 3514 BAINBRIDGE AVENUE BRONX,NY10467	SPECIALTY CARE PRACTICE
95	SLEEPWAKE DISORDERS 3411 WAYNE AVENUE BRONX,NY10467	SPECIALTY CARE PRACTICE
96	MONTEFIORE BEHAVIORAL HEALTH CTR AT WS 2527 GLEBE AVENUE BRONX,NY10461	MENTAL HEALTH CLINIC
97	MONTEFIORE COMMUNITY MEDICAL ONCOLOGY 18 ASHFORD AVENUE DOBBS FERRY,NY10522	SPECIALTY CARE PRACTICE
98	MONTEFIORE COMMUNITY MEDICAL ONCOLOGY 1578 WILLIAMSBRIDGE ROAD BRONX,NY10461	SPECIALTY CARE PRACTICE
99	MONTEFIORE COMMUNITY MEDICAL ONCOLOGY 984 NORTH BROADWAY YONKERS,NY10701	SPECIALTY CARE PRACTICE
100	MONTEFIORE COMMUNITY MEDICAL ONCOLOGY 60 EAST 208TH STREET BRONX,NY10467	SPECIALTY CARE PRACTICE
101	MMC-WAKEFIELD CARDIOVASCULAR CENTER 4256 BRONX BOULEVARD BRONX,NY10466	SPECIALTY CARE PRACTICE
102	RIDGE HILL CARDIOLOGY 73 MARKET STREET SUITE 178B YONKERS,NY10710	SPECIALTY CARE PRACTICE
103	WILLIAMSBRIDGE CARDIOLOGY 1578 WILLIAMSBRIDGE ROAD BRONX,NY10461	SPECIALTY CARE PRACTICE
104	MMG-VIA VERDE 730 BROOK AVENUE BRONX,NY10455	PRIMARY CARE EXTENSION CTR
105	MSHP-MORRIS CAMPUS 1110 BOSTON ROAD BRONX,NY10456	SCHOOL HEALTH CLINIC
106	MSHP-NEW SETTLEMENT COMMUNITY CAMPUS 1501 JEROME AVENUE BRONX,NY10452	SCHOOL HEALTH CLINIC
107	BROADWAY DENTAL CENTER 5500 BROADWAY SUITE 102 BRONX,NY10463	DENTAL CENTER
108	MONTEFIORE MOSES OP MENTAL HLTH CLINIC 111 EAST 210TH STREET BRONX,NY10467	MENTAL HEALTH CLINIC
109	MMC PLASTIC SURGERY PRACTICE 182 EAST 210TH STREET BRONX,NY10467	SPECIALTY CARE PRACTICE
110	ROSE KENNEDY CHILD EVALUATION & REHAB CT 1225 MORRIS PARK AVENUE BRONX,NY10461	DEVELOPMENTAL DISABILITY CLINIC
111	MSHP - CHRISTOPHER COLUMBUS CAMPUS 925 ASTOR AVENUE BRONX,NY10469	SCHOOL HEALTH CLINIC
112	LONG TERM HEALTH CARE PROGRAM ONE FORDHAM PLAZA BRONX,NY10458	LONG TERM HEALTH CARE AGENCY
113	MMC PEDIATRIC-FAMILY IMMUNOLOGY CLINIC 1621 EASTCHESTER ROAD BRONX,NY10461	SPECIALTY CARE EXT CLINIC
114	MMC PEDIATRICS CARDIOLOGY AT MNR 16 GUION PLACE NEW ROCHELLE,NY10801	SPECIALTY CARE PRACTICE
115	SOUND SHORE CARDIOLOGY ASSOCIATES 933 MAMARONECK AVENUE MAMARONECK,NY10543	SPECIALTY CARE PRACTICE
116	MMC ORTHOPEDICS MANHATTAN PRACTICE 215 EAST 73RD STREET NEW YORK,NY10021	SPECIALTY CARE PRACTICE
117	MMC UROLOGY - CLINICA MODELO 44 SHERMAN AVENUE NEW YORK,NY10040	SPECIALTY CARE PRACTICE
118	MMC TRANSPLANT HEPATOLOGY 3100 BROADWAY FAIRLAWN,NJ07410	SPECIALTY CARE PRACTICE
119	MMC TRANSPLANT HEPATOLOGY 170 MAPLE AVENUE WHITE PLAINS,NY10601	SPECIALTY CARE PRACTICE
120	MMC ABDOMINAL TRANSPLANT AT SJRH 967 BROADWAY YONKERS,NY10701	SPECIALTY CARE PRACTICE
121	MMC COLLEGE EYE INSTITUTE 1180 MORRIS PARK AVENUE BRONX,NY10461	SPECIALTY CARE PRACTICE
122	WAKEFIELD AMBULATORY CARE CENTER 4234 BRONX BOULEVARD BRONX,NY10466	PRIMARY CARE PRACTICE
123	MSHP-MS145 ARTURO TOSCANINI 1000 TELLER AVENUE BRONX,NY10456	SCHOOL HEALTH CLINIC
124	MSMP-PS18 JOHN PETER ZENGER 502 MORRIS AVENUE BRONX,NY10451	SCHOOL HEALTH CLINIC
125	CERC GABI CATHOLIC CHARITIES 1165 ROCKAWAY AVENUE BROOKLYN,NY11236	MENTAL HEALTH EXT CLINIC
126	CERC GABI - QUEENS 161-10 JAMAICA AVENUE SUITE 413 QUEENS,NY11432	MENTAL HEALTH EXT CLINIC
127	CERC GABI - STATEN ISLAND 358 ST MARKS PLACE 5TH FLOOR STATEN ISLAND,NY10301	MENTAL HEALTH EXT CLINIC
128	CERC GABI-EAST HARLEM 116 124TH STREET NEW YORK,NY10035	MENTAL HEALTH EXT CLINIC
129	NY HARM REDUCTION CENTER 104-106 E 126TH STREET NEW YORK,NY10035	PART TIME CLINIC/SPECIALTY CARE
130	MONTEFIORE EINSTEIN CTR FOR AGING BRAIN 6 EXECUTIVE PLAZA SUITE 297 YONKERS,NY10701	SPECIALTY CARE PRACTICE
131	MONTEFIORE NY ASSOC IN GASTROENTEROLOGY 1250 WATERS PLACE SUITE 1201 TOWER 1 BRONX,NY10461	SPECIALTY CARE PRACTICE
132	MONTEFIORE NY ASSOC IN GASTROENTEROLOGY 688 WHITE PLAINS ROAD SUITE 220 SCARSDALE,NY10583	SPECIALTY CARE PRACTICE
133	WELLNESS CENTER SATELITE AT ACS 1200 WATERS PALACE 3RD FLOOR BRONX,NY10461	SUBSTANCE USE DISORDER CLINIC
134	CERC GABI-BRONX 1020 GRAND CONSCOURSE 3RD FLOOR BRONX,NY10451	MENTAL HEALTH EXT CLINIC
135	CERC GABI-RFK 1731 SEMINOLE AVENUE BRONX,NY10461	MENTAL HEALTH EXT CLINIC
136	CERC GABI-BROOKLYN 485 THROOP AVENUE BROOKLYN,NY11221	MENTAL HEALTH EXT CLINIC
137	MSHP - X113 3710 BARNES AVENUE BRONX,NY10467	SCHOOL HEALTH CLINIC
138	MSHP - X174 456 WHITE PLAINS ROAD BRONX,NY10473	SCHOOL HEALTH CLINIC
139	MSHP - X198 1180 TINTON AVENUE BRONX,NY10456	SCHOOL HEALTH CLINIC
140	MSHP - X147 1600 WEBSTER AVENUE BRONX,NY10457	SCHOOL HEALTH CLINIC
141	MONTEFIORE NEW ROCHELLE CARDIOLOGY 20 CEDAR STREET NEW ROCHELLE,NY10801	SPECIALTY CARE PRACTICE
142	MEDICAL PAVILION AT 4256 BRONX BOULEVARD 4256 BRONX BOULEVARD BRONX,NY10466	SPECIALTY CARE PRACTICE
143	MONTEFIORE YONKERS RADIATION ONCOLOGY 970 BROADWAY YONKERS,NY10701	SPECIALTY CARE PRACTICE
144	CARDIOLOGY IMAGING AND VEIN CENTER 2814 MIDDLETOWN ROAD BRONX,NY10461	SPECIALY CARE PRACTICE
145	SCHIFF DENTAL 3444 KOSSUTH AVENUE BRONX,NY10467	DENTAL CENTER
146	MMC UROLOGY AT RIVERDALE FAMILY PRACTICE 3050 CORLEAR AVENUE BRONX,NY10463	SPECIALTY CARE PRACTICE
147	MMC UROLOGY AT HARTSDALE 141 SOUTH CENTRAL AVENUE 3RD FLOOR HARTSDALE,NY10530	SPECIALTY CARE PRACTICE
148	MONTEFIORE NEUROPSYCHOLOGY AT BURKE 785 MAMARONECK AVENUE WHITE PLAINS,NY10605	SPECIALTY CARE PRACTICE
149	MONTEFIORE DEPARTMENT OF PM&R 150 EAST 210TH STREET BRONX,NY10467	SPECIALTY CARE PRACTICE
150	MONTEFIORE AT HEBREW HOME (SUBACUTE) 5901 PALISADE AVENUE BRONX,NY10471	SPECIALTY CARE PRACTICE
151	NEUROLOGY AT WAKEFIELD MEDICAL VILLAGE 4170 BRONX BOULVARD BRONX,NY10466	SPECIALTY CARE PRACTICE
152	SLEEP CENTER AT WESTCHESTER SQUARE 2475 SAINT RAYMONDS AVENUE BRONX,NY10461	SPECIALTY CARE PRACTICE
153	MSHP - X151 250 E 156TH STREET BRONX,NY10451	SCHOOL HEALTH CLINIC
154	MSHP - X098 1619 BOSTON ROAD BRONX,NY10460	SCHOOL HEALTH CLINIC
155	MSHP - PS 199 1449 SHAKESPEARE AVENUE BRONX,NY10452	SCHOL HEALTH CLINIC
156	DV SHELTER ADDRESS WITHHELD BRONX,NY10451	DOMESTIC VIOLENCE SHELTER PART TIME CLINIC
157	CHAM SPECIALISTS IN WESTCHESTER 141 SOUTH CENTRAL AVENUE SUITE 300 HARTSDALE,NY10530	SPECIALTY CARE PRACTICE
158	LASIK AND EYE CARE CENTER 141 SOUTH CENTRAL AVENUE HARTSDALE,NY10530	SPECIALTY CARE PRACTICE
159	MONTEFIORE AT 141 SOUTH CENTRAL AVENUE 141 SOUTH CENTRAL AVENUE HARTSDALE,NY10530	SPECIALTY CARE PRACTICE
160	EINSTEIN STUDENT BEHAVIORAL HEALTH CTR 1225 MORRIS PARK AVENUE BRONX,NY10461	MENTAL HEALTH CLINIC
161	MONTEEFIORE SOUTH BRONX CANCER CENTER 951 BROOK AVENUE BRONX,NY10451	SPECIALTY CARE PRACTICE
162	GRUSS MAGNETIC RESONANCE RESEARCH CENTER 1300 MORRIS PARK AVENUE BRONX,NY10461	IMAGING CENTER
163	MONTEFIORE NUCLEAR MEDICINE 1695 A EASTCHESTER ROAD BRONX,NY10461	IMAGING CENTER
164	MMG - EAST TREMONT AVENUE 3860 EAST TREMONT AVENUE BRONX,NY10465	PRIMARY CARE PRACTICE
165	MONTEFIORE GI AT 18 ASHFORD 18 ASHFORD AVENUE DOBBS FERRY,NY10522	SPECIALTY CARE PRACTICE
166	MONTEFIORE COLORECTAL SURG AT CLINICA 44 SHERMAN AVENUE NEW YORK,NY10040	SPECIALTY CARE PRACTICE
167	MONTEFIORE ORTHOPAEDICS AT 688 W PL ROAD 688 WHITE PLAINS ROAD SCARSDALE,NY10583	SPECIALTY CARE PRACTICE
168	MONTEFIORE ORTHOPAEDICS AT WP HOSPITAL 170 MAPLE AVENUE WHITE PLAINS,NY10601	SPECIALTY CARE PRACTICE
169	PSMS 04 1701 FULTON AVENUE BRONX,NY104577546	SCHOOL HEALTH CLINIC
170	MUSEUM SCHOOL 25 579 WARBURTON AVENUE YONKERS,NY10701	SCHOOL HEALTH CLINIC
171	WILSON ORTHOPEDICS 75 EAST GUNHILL ROAD BRONX,NY10467	SPECIALTY CARE PRACTICE
172	COVID MOAB CLINIC 1575 BLONDELL AVENUE SUITE 125 2ND FL BRONX,NY10461	SPECIALTY CARE PRACTICE
173	MOTION PT - LEFFERTS GARDENS 672 PARKSIDE AVENUE 4TH FLOOR BROOKLYN,NY112262298	OUTPATIENT REHABILITATION
174	MOTION PT - MIDTOWN EAST 160 EAST 50TH STREET SUITE 1 NEW YORK,NY100223609	OUTPATIENT REHABILITATION
175	MOTION PT - HUTCH 1250 WATERS PLACE SUITE 501A BRONX,NY104612720	OUTPATIENT REHABILITATION
176	MOTION PT - MIDTOWN WEST 244 W 54TH STREET SUITE 404 NEW YORK,NY100195597	OUTPATIENT REHABILITATION
177	MOTION PT - ASTORIA 23-22 30TH AVENUE ASTORIA,NY11102	OUTPATIENT REHABILITATION
178	MOTION PT - METROPOLITAN AVE 96-14 B METROPOLITAN AVENUE SUITE 1 FORREST HILLS,NY113756625	OUTPATIENT REHABILITATION
179	MOTION PT - DOBBS FERRY 88 ASHFORD AVENUE SUITE 101 DOBBS FERRY,NY105221812	OUTPATIENT REHABILITATION
180	MOTION PT- FISHKILL 400 WESTAGE BUSINESS CENTER DRIVE FISHKILL,NY125242223	OUTPATIENT REHABILITATION
181	MOTION PT - WILLIAMBURG 158 BROADWAY BROOKLYN,NY112118766	OUTPATIENT REHABILITATION
182	MOTION PT - AIRMONT 327 ROUTE 59 SUITE 1 AIRMONT,NY109523420	OUTPATIENT REHABILITATION
183	MOTION PT - CARMEL STONELEIGH AVENUE SUITE 117 CARMEL,NY105122454	OUTPATIENT REHABILITATION
184	MOTION PT - ORANGEBURG 99 DUTCH HILL ROAD ORANGEBURG,NY109622185	OUTPATIENT REHABILITATION
185	MOTION PT - ROCKVILLE CENTRE 70 MAPLE AVENUE ROCKVILLE CENTRE,NY115704225	OUTPATIENT REHABILITATION
186	MOTION PT - FRANKLIN SQUARE 340 DOGWOOD AVENUE FRANKLIN SQUARE,NY110103409	OUTPATIENT REHABILITATION
187	MOTION PT - RYE 411 THEODORE FREND AVENUE SUITE 104 RYE,NY105801410	OUTPATIENT REHABILITATION
188	MOTION PT - TARRYTOWN 303 S BROADWAY SUITE 101 TARRYTOWN,NY105915413	OUTPATIENT REHABILITATION
189	MOTION PT - BAINBRIDGE 3202 BAINBRIDGE AVENUE SUITE D BRONX,NY104673947	OUTPATIENT REHABILITATION
190	MOTION PT - HUNTINGTON STATION 2375-B NEW YORK AVENUE HUNTINGTON STATION,NY117464258	OUTPATIENT REHABILITATION
191	MOTION PT - FOREST HILLS 118-35 QUEEN BLVD SUITE 1550 FOREST HILLS,NY113757200	OUTPATIENT REHABILITATION
192	MOTION PT - YONKERS 1086 N BROADWAY YONKERS,NY107011112	OUTPATIENT REHABILITATION
193	MOTION PT - VALHALLA 503 GRASSLANDS ROAD SUITE 105 VALHALLA,NY105951503	OUTPATIENT REHABILITATION
194	MOTION PT - NEW CITY 490 NY-304 NEW CITY,NY10956	OUTPATIENT REHABILITATION
195	MOTION PT - WEST NYACK 2 CROSFIELD AVENUE WEST NYACK,NY109942226	OUTPATIENT REHABILITATION
196	MOTION PT - BROOKLYN HEIGHTS 27 SMITH STREET BROOKLYN,NY112015111	OUTPATIENT REHABILITATION
197	MOTTION PT - NYACK 10 WALDRON AVENUE NYACK,NY109602965	OUTPATIENT REHABILITATION
198	MOTION PT - REGO PARK 99-32 66TH ROAD REGO PARK,NY113744462	OUTPATIENT REHABILITATION
199	MOTION PT - SUFFERN 28 B INDIAN ROCK PLAZA MONTEBELLO,NY109014907	OUTPATIENT REHABILITATION
200	MOTION PT - HUNTINGTON 775 PARK AVENUE HUNTINGTON,NY11743	OUTPATIENT REHABILITATION
201	MOTION PT - SUNNYSIDE 4701 QUEENS BLVD SUNNYSIDE,NY111041660	OUTPATIENT REHABILITATION
202	MOTION PT - MT KISCO 657 EAST MAIN STREET MT KISCO,NY10549	OUTPATIENT REHABILITATION
203	MOTION PT - STONY POINT 25 LIBERTY SQUARE MALL STONY POINT,NY10980	OUTPATIENT REHABILITATION
204	MOTION PT - DITMAS PARK 1818 NEWKIRK AVENUE LOBBY D BROOKLYN,NY11226	OUTPATIENT REHABILITATION
205	MOTION PT - MONROE EAST 411 NY ROUTE 17M MONROE,NY10950	OUTPATIENT REHABILITATION
206	MOTION PT- HAUPPAUGE 521 ROUTE 111 HAUPPAUGE,NY11788	OUTPATIENT REHABILITATION
207	MOTION PT - MONROE WEST 785 ROUTE 17M MONROE,NY10950	OUTPATIENT REHABILITATION
208	MOTION PT - WESTBURY 1600 STEWART AVENUE SUITE 110 WESTBURY,NY11590	OUTPATIENT REHABILITATION
209	MOTION PT - NEWBURGH 2 VICTORY COURT NEWBURGH,NY12550	OUTPATIENT REHABILITATION
210	ALLIE'S PLACE 1600 RANDALL AVENUE BRONX,NY10473	HOMELESS SHELTER EXTENSION CLINIC
211	PUGLEY FAMILY 1275 PUGSLEY AVENUE BRONX,NY10462	HOMELESS SHELTER EXTENSION CLINIC
212	MMG - WEST FARMS 1825 BOSTON ROAD BRONX,NY10460	PRIMARY CARE PRACTICE
213	MONTEFIORE BEHAVIORAL HEALTH CTR AT SOUTH BRONX 1011 WASHINGTON AVENUE BRONX,NY10456	MENTAL HEALTH CLINIC
214	MOTION PT - WOODMERE 1023 RAILROAD AVENUE WOODMERE,NY11598	OUTPATIENT REHABILITATION
215	MOTION PT - YONKERS MCLEAN 625 MCLEAN AVENUE YONKERS,NY10705	OUTPATIENT REHABILITATION
216	MOTION PT - TUCKAHOE 115 MAIN STREET SUITE 202 TUCKAHOE,NY10707	OUTPATIENT REHABILITATION
217	NEW YORK CARDIAC CARE ASSOCIATES 2426 EASTCHESTER ROAD 202 BRONX,NY10469	SPECIALTY CARE PRACTICE
218	MMC PLASTIC SURGERY PARK AVENUE 812 PARK AVENUE NEW YORK,NY10021	SPECIALTY CARE PRACTICE
219	MONTEFIORE COMMUNITY MEDICAL ONCOLOGY 967 NORTH BROADWAY YONKERS,NY10701	SPECIALTY CARE PRACTICE
220	MONTEFIORE SURGICAL ONCOLOGY SPECIALISTS 1088 NORTH BROADWAY YONKERS,NY10701	SPECIALTY CARE PRACTICE

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

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

Form and Line Reference	Explanation
Schedule H, Part V, Section B, Line 6a	MONTEFIORE MEDICAL CENTER CONSISTS OF THE MONTEFIORE HEALTH SYSTEM FACILITIES WITHIN THE BRONX COUNTY. THE COMMUNITY HEALTH NEEDS ASSESSMENT CONDUCTED INCLUDED THE THREE HOSPITAL CAMPUSES (MOSES, WEILER/EINSTEIN AND WAKEFIELD), THE CHILDREN'S HOSPITAL AT MONTEFIORE (CHAM), THE OFF CAMPUS HOSPITAL BASED EMERGENCY DEPARTMENT AT MONTEFIORE - WESTCHESTER SQUARE, THE MONTEFIORE HUTCHINSON CAMPUS AND THE SITES OF THE MONTEFIORE MEDICAL GROUP AND THE MONTEFIORE SCHOOL HEALTH PROGRAM.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	THE COST-TO-CHARGE RATIO METHODOLOGY WAS UTILIZED THE CALCULATE THE AMOUNT INCLUDED IN THE TABLE. THE CALCULATION OF THIS RATIO WAS DERIVED FROM THE RATIO OF PATIENT CARE COST-TO-CHARGES (RCC FACTOR). IN CALCULATING THE PATIENT CARE COST FOR THE RATIO, THE ORGANIZATION REDUCED ITS OPERATING EXPENSES FOR ITS NON-PATIENT CARE COSTS AND THE COST OF ITS COMMUNITY BENEFITS & BUILDING ACTIVITIES NOT RELYING ON THE RCC FACTOR FOR COSTING PURPOSES.
Schedule H, Part II Community Building Activities	THE MEDICAL CENTER IS ACTIVELY INVOLVED WITH COMMUNITY-BASED ORGANIZATIONS AND SPECIAL COMMUNITY HEALTH PROGRAMS AS PART OF ITS MISSION TO ADVANCE THE HEALTH OF THE COMMUNITIES IT SERVES. THE MEDICAL CENTER'S COMMUNITY BUILDING ACTIVITIES INCLUDE COMMUNITY SUPPORT OF THE BRONX AIDS VOLUNTEERS ORGANIZATION, THE LEAD POISONING PREVENTION PROGRAM AND RECRUITMENT OF MUCH NEEDED MEDICAL PROFESSIONALS TO THE HEALTH PROFESSIONAL SHORTAGE AREAS (HPSA) OF THE BRONX, AMONG OTHER INITIATIVES. MONTEFIORE'S LEAD POISONING PREVENTION PROGRAM IS A DESIGNATED NEW YORK STATE RESOURCE CENTER FOR LEAD POISONING PREVENTION, AND CONSISTS OF A MULTIDISCIPLINARY TEAM IN MEDICINE, RESEARCH, SOCIAL SERVICES, ENVIRONMENTAL INVESTIGATION AND PUBLIC ADVOCACY. IT SERVES AS A REFERRAL CENTER FOR THE MEDICAL MANAGEMENT OF LEAD POISONING, LINKS FAMILIES TO SAFE HOUSING DURING HOME ABATEMENT PROCEDURES, PROVIDES BILINGUAL EDUCATIONAL WORKSHOPS, ADVOCATES FOR LEAD POISONED CHILDREN DURING LOCAL AND STATE LEGISLATIVE REVIEWS AND COLLABORATES WITH CITY AND PRIVATE AGENCIES IN ENVIRONMENTAL INTERVENTION. PROJECT BRAVO IS A HOSPITAL-BASED VOLUNTEER PROGRAM MANAGED BY MONTEFIORE'S AIDS CENTER THAT PROVIDES SUPPORT TO HIV AND AIDS PATIENTS. THE PROGRAM RENDERS OUTREACH SERVICES IN THE COMMUNITY, PROVIDES FRIENDLY VISITS TO HOSPITALIZED PATIENTS AND STAFFS THE BRAVO FOOD PANTRY.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE COST OF BAD DEBT EXPENSE INCLUDED IN THE TRANSACTION PRICE IS ESTIMATED BASED ON THE BAD DEBT PROVISION AT CHARGE, APPLIED TO THE RATIO OF TOTAL PATIENT CARE EXPENSES TO TOTAL CHARGES FOR ALL SERVICES RENDERED. ANY PAYMENTS OR DISCOUNTS ARE EXCLUDED FROM BAD DEBT EXPENSE.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE (AT COST) ATTRIBUTED TO PATIENTS UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS BASED ON RESULTS OF PREDICTIVE ANALYSIS. BAD DEBT SHOULD BE INCLUDED AS A COMMUNITY BENEFIT BECAUSE THE ORGANIZATION PROVIDES MUCH NEEDED HEALTH CARE SERVICES INDISCRIMINATELY TO THE COMMUNITY-AT-LARGE WITHOUT REGARD TO WHETHER OR NOT THE PATIENT HAS INSURANCE OR IF THE BILL WILL EVER BE PAID.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	AS REPORTED IN MONTEFIORE HEALTH SYSTEM'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS, BAD DEBT EXPENSE IS DESCRIBED AS FOLLOWS: "SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE (DETERMINED ON A PORTFOLIO BASIS WHEN APPLICABLE) ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, CHANGES IN THE MEDICAL CENTER'S ESTIMATES OF EXPECTED PAYMENTS FOR PERFORMANCE OBLIGATIONS SATISFIED IN PRIOR YEARS WERE NOT SIGNIFICANT. PORTFOLIO COLLECTION ESTIMATES ARE UPDATED BASED ON COLLECTION TRENDS. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY (DETERMINED ON A PORTFOLIO BASIS WHEN APPLICABLE) ARE RECORDED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 WAS NOT SIGNIFICANT".
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE MEDICARE REVENUE AND ALLOWABLE COSTS REPORTED IN PART III, SECTION B, WERE BASED ON THE ALLOWABLE COSTS AND MEDICARE REIMBURSEMENTS THAT WERE REPORTED IN THE ORGANIZATION'S 2022 MEDICARE COST REPORT REDUCED FOR THE MEDICARE SUBSIDIZED SERVICES ALREADY REPORTED IN PART I, LINE 7G OF SCHEDULE H AND DIRECT GRADUATE MEDICAL EDUCATION REPORTED IN PART 1, LINE 7H. THE MEDICARE ALLOWABLE COSTS WERE DERIVED USING THE MEDICARE COST REPORT COST-FINDING METHODOLOGY, WHICH APPORTIONS ROUTINE COSTS TO MEDICARE USING DAYS AND ANCILLARY COSTS TO MEDICARE USING DEPARTMENTAL RATIOS OF COSTS TO CHARGES. THE FOLLOWING TABLE REPRESENTS A RECONCILIATION OF MEDICARE REVENUE AND COSTS INCLUDED ON LINES 5, 6 AND 7 IN PART III TO THE TOTAL ACTUAL MEDICARE REVENUE AND COSTS OF THE MEDICAL CENTER. AS HIGHLIGHTED IN THIS TABLE, INCLUDING THE ADJUSTMENTS DESCRIBED BELOW WOULD HAVE RESULTED IN A MEDICARE SHORTFALL OF $95,547,018. REVENUE ALLOWABLE COSTS SURPLUS/(SHORTFALL) PART III, LINES 5-7: $374,988,443 $363,147,935 $11,840,508 ADD: COSTS NOT INCLUDED IN MEDICARE COST REPORT: $- $30,303,612 ($30,303,612) ADD: MEDICARE DME: $37,638,087 $61,035,565 ($23,397,478) ADD: EMP PHYS SERV: $51,649,458 $95,905,129 ($44,255,671) ADD: MED SUBSID HLTH SERV: $6,870,533 $16,301,298 ($9,430,765) MEDICARE SHORTFALL: $471,146,521 $566,693,539 ($95,547,018) MEDICARE REVENUE AND ALLOWABLE COSTS REPORTED IN PART III, SECTION B, WERE DERIVED FROM THE MEDICARE COST REPORT. HOWEVER, LINES 5, 6, AND 7 IN PART III DO NOT INCLUDE CERTAIN MEDICARE REVENUE AND COSTS, AND DOES NOT PRESENT THE ENTIRE FINANCIAL IMPACT OF THE MEDICAL CENTER'S PARTICIPATION IN THE MEDICARE PROGRAM. IN ADDITION, THE MEDICARE COST REPORT COST-FINDING METHODOLOGY IS INCONSISTENT WITH THE REST OF SCHEDULE H, WHEREBY COSTS ARE CALCULATED USING THE MEDICAL CENTER'S OVERALL RATIO OF COSTS TO CHARGES (RCC) FROM WORKSHEET 2. ACCORDINGLY, THE MEDICARE SHORTFALL REFLECTED IN PART III, LINE 7 BEFORE THE RECONCILING ADJUSTMENTS DESCRIBED IN THE TABLE IS SIGNIFICANTLY UNDERSTATED. FOR EXAMPLE, PART III EXCLUDES CERTAIN MEDICAL CENTER EXPENSES THAT ARE NOT PART OF THE MEDICARE COST FINDING PROCESS. THESE COSTS INCLUDE CERTAIN CONSULTING AND MARKETING EXPENSES, COSTS RELATED TO NURSE PRACTITIONERS, NURSE MIDWIVES, PHYSICIAN ASSISTANTS, AND HOSPITALIST WHO BILL THE MEDICARE PROGRAM FOR PART B SERVICES AND PHYSICIAN COSTS EXCEEDING THE MEDICARE REASONABLE COMPENSATION EQUIVALENT (RCE) LIMITS. INCLUDING THE MEDICARE SHARE OF THESE COSTS WOULD HAVE INCREASED THE MEDICARE SHORTFALL ON LINE 7 BY $23,397,478. PART III ALSO EXCLUDES MEDICARE REVENUE AND ALLOWABLE COSTS FROM THE MEDICARE COST REPORT RELATED TO DIRECT MEDICAL EDUCATION (DME), WHICH WERE REPORTED IN PART I, LINE 7F AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE SHARE OF DME LOSSES HAD BEEN REPORTED IN PART III, THE MEDICARE SHORTFALL ON LINE 7 WOULD HAVE BEEN INCREASED BY $44,255,671. (SEE ABOVE RECONCILIATION TABLE). ADDITIONALLY, PART III EXCLUDES MEDICARE REVENUE AND COSTS FOR SERVICES BILLED FOR THE MEDICAL CENTER'S EMPLOYED PHYSICIANS THAT ARE PART OF THE RCC CALCULATION IN WORKSHEET 2 BUT ARE NOT REFLECTED IN THE MEDICAL CENTER'S MEDICARE COST REPORT. INCLUDING THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S EMPLOYED PHYSICIAN SERVICES WOULD HAVE INCREASED THE MEDICARE SHORTFALL ON LINE 7 BY AN ADDITIONAL $39,043,494. (SEE ABOVE RECONCILIATION TABLE). PART III ALSO EXCLUDED MEDICARE REVENUE AND COSTS FROM THE MEDICARE COST REPORT ASSOCIATED WITH SUBSIDIZED HEALTH SERVICES WHICH WERE REPORTED IN PART I, LINE 7G AS REQUIRED BY THE SCHEDULE H INSTRUCTIONS. IF THE MEDICARE LOSSES FROM THE MEDICAL CENTER'S SUBSIDIZED HEALTH SERVICES HAD BEEN REPORTED IN PART III, THE MEDICARE SHORTFALL IN LINE 7 WOULD HAVE BEEN INCREASED BY AN ADDITIONAL $9,430,765. (SEE ABOVE RECONCILIATION TABLE). THE MEDICARE SHORTFALL SHOULD BE INCLUDED AS A COMMUNITY BENEFIT, SINCE THE ORGANIZATION IS RENDERING MUCH NEEDED HEALTH CARE SERVICES MAINLY TO A FRAIL ELDERLY POPULATION LIVING ON A FIXED INCOME WITH GREAT HEALTH NEEDS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE, ALL COLLECTION ACTIVITY IS HALTED AND THE PATIENT IS REFERRED FOR FINANCIAL AID. IF AN ACCOUNT IS IN COLLECTION AND THE PATIENT REQUESTS FINANCIAL AID OR IF THE AGENCY DETERMINES THAT THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE ACCOUNT IS REFERRED BACK TO THE HOSPITAL WHERE THE PATIENT IS PROVIDED ASSISTANCE WITH COMPLETING AN APPLICATION FOR ASSISTANCE. THE ORGANIZATION ALSO USES PREDICTIVE ANALYSIS TO ASSIST IN CHARITY CARE DETERMINATIONS IN THE ABSENCE OF COMPLETED FINANCIAL AID APPLICATIONS. FINANCIAL SCREENING/PRESUMPTION CHARITY USES FINANCIAL INFORMATION THAT IS CONTAINED IN A PATIENT'S CREDIT REPORT AND OTHER PATIENT SPECIFIC ATTRIBUTES TO ESTIMATE A PATIENT'S INCOME LEVEL AND WHERE THEY ARE IN RELATION TO THE FEDERAL POVERTY LEVEL TO QUALIFY UNDER THE HOSPITAL'S CHARITY CARE POLICY. PRESUMPTIVE ELIGIBILITY MAY ALSO BE BASED ON PRIOR FAP ELIGIBILITY OR ENROLLMENT IN CERTAIN SPECIFIED MEANS-TESTED PUBLIC PROGRAMS TO PRESUMPTIVELY DETERMINE IF AN INDIVIDUAL IS FAP ELIGIBLE. FULL FINANCIAL AID IS ALSO GRANTED TO PATIENTS WITH OUTSTANDING SELF-PAY BILLS AND CURRENT MEDICAID COVERAGE, PATIENTS WHO ARE HOMELESS AND UNINSURED AND UNDERINSURED MINORS RECEIVING CARE IN THE MEDICAL CENTER'S SCHOOL HEALTH CLINIC.
Schedule H, Part V, Section B, Line 16a FAP website	- MONTEFIORE MEDICAL CENTER: Line 16a URL: https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy;
Schedule H, Part V, Section B, Line 16b FAP Application website	- MONTEFIORE MEDICAL CENTER: Line 16b URL: https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- MONTEFIORE MEDICAL CENTER: Line 16c URL: https://montefioreeinstein.org/patient-care/patients-visitors/billing-insurance/aid-policy;
Schedule H, Part VI, Line 2 Needs assessment	MONTEFIORE ASSESSES COMMUNITY NEEDS BY: A) COMMUNITY ADVISORY BOARDS THE PRIMARY APPROACH USED TO GAIN INPUT AND COMMUNITY INVOLVEMENT IS THROUGH A VARIETY OF COMMUNITY ADVISORY BOARDS (CABS). MONTEFIORE MEDICAL CENTER WORKS EXTENSIVELY WITH REPRESENTATIVES OF THE COMMUNITIES THROUGH THE CABS TO IDENTIFY HEALTH CARE NEEDS AND DETERMINE THE APPROPRIATE CONFIGURATION OF SERVICES. ON A REGULAR BASIS, MONTEFIORE REPORTS TO THESE VARIOUS COMMUNITY GROUPS ON THE MEDICAL CENTER'S PERFORMANCE AND SERVICES, THE STATUS OF PROGRAMS, FINANCIAL AND UTILIZATION STATISTICS, AND THE PLANS FOR AND IMPLEMENTATION OF COMMUNITY SERVICES, AND PLANS FOR THE FUTURE. B) COMMUNITY SERVICES COMMMITTEE MONTEFIORE HEALTH SYSTEM HAS A BOARD COMMITTEE, THAT IS FOCUSED ON COMMUNITY SERVICES. IT IS RESPONSIBLE FOR OVERSEEING MONTEFIORE'S COMMUNITY SERVICES AND COMMUNITY BENEFIT ACTIVITIES TO ENSURE THEY ARE FORMULATED TO FACILITATE THE FULFILLMENT OF THE MEDICAL CENTER'S MISSION AND MEET THE NEEDS OF THE COMMUNITY. THE COMMITTEE MEETS REGULARY TO BECOME FAMILIAR WITH AND ASSESS MONTEFIORE'S COMMUNITY SERVICE PROGRAMS AND THE EXTENT TO WHICH THEY ADDRESS AND MAKE A MEANINGFUL IMPACT ON PRESSING COMMUNITY NEEDS. THE COMMITTEE WORKS CLOSELY WITH MONTEFIORE LEADERSHIP AND/OR RELEVANT BOARD COMMITTEES THAT ARE RESPONSIBLE FOR OVERSEEING THE MEDICAL CENTER'S MISSION TO ASSESS AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED. C) PARTNERSHIPS AND COLLABORATIONS BEYOND THE FORMAL STRUCTURE THAT MONTEFIORE HAS ESTABLISHED TO GAIN INPUT FROM THE COMMUNITIES IT SERVES, THE MEDICAL CENTER PARTICIPATES IN A VARIETY OF ORGANIZED PARTNERSHIPS AND COLLABORATIVES, WORKING WITH OTHER PROVIDERS IN THE BRONX, THE NYC DEPARTMENT OF HEALTH AND MENTAL HYGIENE, COMMUNITY-BASED ORGANIZATIONS IN THE BRONX AND MEMBERS OF THE COMMUNITY IN PLANNING AND DEVELOPING INITIATIVES AIMED AT IMPROVING THE HEALTH OF PEOPLE IN THE BRONX. EXAMPLES OF SUCH PARTNERSHIPS INCLUDES: - THE BRONX HEALTH LINK - THE BRONX RHIO - THE BRONX COLLABORATIVE - THE BRONX BREATHES INITIATIVE - THE BRONX HIV PLANNING COUNCIL - SOUTH BRONX ENVIRONMENTAL JUSTICE PARTNERSHIP (SBEJP) - CITIWIDE HARM REDUCTION PROGRAM - BRONX COMMUNITY PALLIATIVE CARE INITIATIVE - BRONX SCIENCE AND HEALTH OPPORTUNITIES PARTNERSHIP - HISPANIC CENTER OF EXCELLENCE - BRONX CENTER TO REDUCE AND ELIMINATE ETHNIC AND RACIAL HEALTH DISPARITIES (BRONX CREED). D) THE OFFICE OF COMMUNITY AND POPULATION HEALTH MONTEFIORE CONTINUES TO PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO WORK TO ADVANCE THE HEALTH OF THE COMMUNITY. THE MONTEFIORE OFFICE OF COMMUNITY AND POPULATION HEALTH WAS SET UP TO MAXIMIZE THE IMPACT OF THE MEDICAL CENTER'S COMMUNITY SERVICES AND HELPS TO ASSESS COMMUNITY NEEDS BY ITS VARIOUS INITIATIVES, INCLUDING,- SUPPORTING AND COORDINATING MONTEFIORE'S DIVERSE PORTFOLIO OF COMMUNITY HEALTH IMPROVEMENT PROGRAMS AND ACTIVITIES; - ENHANCING MONTEFIORE'S CAPACITY TO ASSESS AND MEASURE THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES; - IDENTIFYING AND SELECTING A LIMITED NUMBER OF TOP-PRIORITY HEALTH NEEDS IN THE COMMUNITIES MONTEFIORE SERVES FOR SPECIFIC FOCUS; - LEADING AND COORDINATING MONTEFIORE-WIDE EFFORTS AND WORKING WITH COMMUNITY PARTNERS TO MEASURABLY IMPROVE THE HEALTH OF THE COMMUNITIES SERVED; - THE TO YOUR HEALTH! PROGRAM, A COMMUNITY AND WORKSITE WELLNESS INITIATIVE SEEKING TO REDUCE THE GROWING BURDEN OF CHRONIC DISEASE IN THE COMMUNITY THROUGH A NUMBER OF PUBLIC HEALTH PROGRAMS TO EDUCATE PATIENTS, VISITORS, STAFF AND LOCAL RESIDENTS ON HOW TO LIVE HEALTHIER LIVES. THROUGH COLLABORATIONS WITH LOCAL COMMUNITY BASED ORGANIZATIONS, THE OFFICE OF COMMUNITY HEALTH WILL IDENTIFY SPECIFIC INTERVENTIONS THAT CAN BE WORKED ON BOTH COLLABORATIVELY AND INDEPENDENTLY TO TRANSFORM THE COMMUNITY HEALTH. USING DATA COLLECTED THROUGH MONTEFIORE, THE DISTRICT PUBLIC HEALTH OFFICE AND OTHER SOURCES, THE IMPACT ON THE COMMUNITY HEALTH BY THE PARTICULAR INTERVENTION CAN THAN BE MEASURED AND ANALYZED.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	ALL INTAKE, REGISTRATION, AND COLLECTION AGENCY STAFF IS TRAINED ON THE MEDICAL CENTER'S FINANCIAL AID POLICY AND HOW TO PROVIDE PATIENTS WITH ASSISTANCE. MONTEFIORE MEDICAL CENTER HAS A POLICY THAT ESTABLISHES GUIDELINES FOR THE BILLING OFFICE TO FOLLOW WHEN WORKING WITH INDIVIDUALS WHO ARE HAVING DIFFICULTY PAYING THEIR MEDICAL BILLS. A REFERRAL IS MADE TO THE MEDICAL CENTER'S FINANCIAL AID OFFICE AND A FINANCIAL COUNSELOR WILL HELP THE PATIENT APPLY FOR FREE OR LOW-COST INSURANCE. IF THE FINANCIAL COUNSELOR DETERMINES THAT THE PATIENT DOES NOT QUALIFY FOR LOW-COST INSURANCE, THE COUNSELOR WILL HELP THE PATIENT APPLY FOR A FINANCIAL AID DISCOUNT BASED ON INCOME LEVEL. THE MEDICAL CENTER MAKES ITS FINANCIAL AID POLICY KNOWN TO THE PUBLIC BY PROVIDING WRITTEN INFORMATION AVAILABLE IN MULTIPLE LANGUAGES (ENGLISH, SPANISH, ALBANIAN, ARABIC, BENGALI, CHINESE, FRENCH, RUSSIAN & VIETNAMESE) INCLUDING BROCHURES AT ALL PATIENT SERVICE AREAS, INFORMATION POSTED ON THE INTRANET AND INTERNET, AND INFORMATION SENT OUT ON PATIENT'S BILLS. THERE ARE ALSO SIGNS POSTED AT ENTRANCEWAYS, IN THE EMERGENCY DEPARTMENT, ADMITTING OFFICE, BILLING AND MEDICAID OFFICES AND OTHER REGISTRATION AND WAITING AREA ADVISING PATIENTS OF THE AVAILABILITY OF FINANCIAL AID.
Schedule H, Part VI, Line 4 Community information	THE MEDICAL CENTER HAS OUTREACH SERVICES RESPONDING TO THE HEALTH CARE AND SOCIAL NEEDS THROUGHOUT THE BRONX AND SOUTHERN WESTCHESTER. IT HAS BECOME A MAJOR COMMUNITY RESOURCE TO A POPULATION WHICH IS AMONG THE COUNTRY'S MOST ECONOMICALLY AND SOCIALLY DISADVANTAGED AND TO A COMMUNITY THAT IS FULL OF GREAT CHALLENGES. THE BRONX, WITH ITS 1.47 MILLION RESIDENTS, IS RANKED THE POOREST URBAN COUNTY IN THE COUNTRY, LEADS THE NATION IN RATES OF DIABETES AND OBESITY AND OTHER CHRONIC CONDITIONS, AND LEADS NEW YORK CITY IN A LIST OF SIGNIFICANT MARKERS: PEOPLE IN "FAIR OR POOR HEALTH", LOW BIRTH WEIGHT, TEEN PREGNANCY, CHILDREN IN POVERTY, DISABLED INDIVIDUALS AND FAMILIES LIVING BELOW THE POVERTY LEVEL. THE BRONX HAS A POVERTY RATE OF 27.0% COMPARED TO A NATIONAL AVERAGE OF 12.8%, HOUSEHOLD MEDIAN INCOME OF $43,726 (COMPARED TO $67,753 IN BROOKLYN, $75,886 IN QUEENS, $89,427 IN STATEN ISLAND AND $93,956 IN MANHATTAN) AND ONE OF THE HIGHEST CHILD POVERTY RATES IN THE UNITED STATES WITH 39% OF BRONX CHILDREN LIVING BELOW POVERTY, WITH THE BRONX 15TH CONGRESSIONAL DISTRICT HOLDING THE DISTINCTION OF HAVING THE NATION'S HIGHEST CHILD POVERTY RATE. THE BRONX IS ONE OF THE MOST DIVERSE COUNTIES IN THE NATION. ACCORDING TO THE 2020 CENSUS DATE, 54.8% ARE HISPANIC/LATINO, 28.5% ARE NON-HISPANIC BLACK, 8.9% ARE NON-HISPANIC WHITE, AND 4.6% ARE NON-HISPANIC ASIAN. MORE THAN ONE-THIRD (33.7%) OF BRONX RESIDENTS WERE BORN OUTSIDE OF THE U.S. THE BRONX WAS NYC'S FIRST BOROUGH TO HAVE A MAJORITY OF PEOPLE OF COLOR AND IS THE ONLY BOROUGH WITH A LATINO MAJORITY. COMMUNITY HEALTH PROFILES OF THE BRONX SHOW POOR HEALTH STATUS, HIGHER THAN AVERAGE INCIDENCE AND PREVALENCE OF HIV AND TUBERCULOSIS, POORER THAN AVERAGE BIRTH OUTCOMES, WORSE THAN AVERAGE ACCESS TO PRIMARY CARE, AND HIGH HOSPITAL ADMISSION RATES FOR DIABETES, CARDIOVASCULAR, CEREBROVASCULAR, PERIPHERAL VASCULAR AND RENAL DISEASES. THE BRONX HAS BEEN AN EPICENTER OF THE ASTHMA, HIC/AIDS AND DRUG EPIDEMICS AND HAS EXCESS MORTALITY RATES FROM HEART DISEASE, STROKE, AND DIABETES COMPARED TO CITY-WIDE AND NATIONAL AVERAGES. AS BRONX MORTALITY RATES REMAIN SIGNIFICANTLY HIGH, THE NUMBER OF PHYSICIANS PRACTICING IN THE BRONX CONTINUES TO DECREASE. THE BRONX HAS A LONG HISTORY AS A MEDICALLY DESIGNATED UNDERSERVED AREA.
Schedule H, Part VI, Line 5 Promotion of community health	MONTEFIORE IS A LEADER IN COMMUNITY HEALTH AND HAS A LONG HISTORY OF DEVELOPING INNOVATIVE APPROACHES TO CARE AND TAILORING PROGRAMS TO BEST SERVE THE CHANGING NEEDS OF ITS COMMUNITY. MONTEFIORE EMBRACES ITS SOCIAL RESPONSIBILITY AND DEFINES ITS ROLE BROADLY, PROMOTING WELLNESS IN ADDITION TO TREATING DISEASE AND ADDRESSING NEEDS RANGING FAR BEYOND MEDICAL CARE. MONTEFIORE EXTENDS THIS RESPONSIBILITY TO THE CARE OF ITS EMPLOYEES AND MEDICAL STAFF, MANY WHOM LIVE IN THE SURROUNDING COMMUNITY. THE POPULATION MONTEFIORE SERVES IS ONE OF THE MOST DIVERSE IN THE NATION. MONTEFIORE HAS BEEN AN INCUBATOR FOR PROGRAMS THAT IMPROVE PATIENTS' ACCESS TO CULTURALLY APPROPRIATE SERVICES, AND ITS PROGRESSIVE FINANCIAL AID POLICY AND ROBUST ENTITLEMENT ENROLLMENT PROGRAM SUPPORT ACCESS TO CARE FOR THOSE IN NEED. HISTORICALLY, MONTEFIORE HAS EMBRACED COMMUNITY SERVICE AND COMMUNITY HEALTH IMPROVEMENT AS A DELIVERY SYSTEM CHALLENGE, REACHING OUT TO SERVE THE UNDER-RESOURCED THROUGH ITS EXTENSIVE PRIMARY CARE DELIVERY SYSTEM, INCLUDING A NUMBER OF FEDERALLY-QUALIFIED COMMUNITY HEALTH CENTERS (FQHC). IN ADDITION, MONTEFIORE HAS DEVELOPED A WIDE RANGE OF SERVICES TARGETED TO SPECIFIC GROUPS IN NEED: THE YOUNG, THE ELDERLY, THE HIV INFECTED AND AFFECTED, THE MENTALLY ILL, THOSE STRUGGLING WITH SUBSTANCE USE, HOMELESSNESS AND VIOLENCE AND THOSE LIVING WITH CHRONIC DISEASES. THE MEDICAL CENTER HAS MAINTAINED AND EXPANDED ITS RANGE OF COMMUNITY SERVICES, REACHING OUT TO AND SERVING POPULATIONS WITH UNMET HEALTH CARE NEEDS, INCLUDING: - THOSE WITH POOR ACCESS TO COMPREHENSIVE CARE - UNDERSERVED, AT-RISK AND HARD TO REACH CHILDREN & THEIR FAMILIES - UNDERSERVED AND AT-RISK SENIOR CITIZENS - THOSE AFFECTED BY CANCER - THOSE AFFECTED BY THE CONTINUING HIV EPIDEMIC IN THE BRONX - PERSONS WITH OR AT-RISK FOR TUBERCULOSIS INFECTION - PERSONS AFFECTED WITH PROBLEMS OF SUBSTANCE ABUSE - THE HOMELESS - ADULTS AND CHILDREN WITH LIMITED ACCESS TO PRIMARY DENTAL CARE - THOSE AFFECTED BY CHRONIC HEALTH CARE DISEASE SUCH AS CONGESTIVE HEART FAILURE, DIABETES AND ASTHMA. THE MEDICAL CENTER RUNS PROGRAMS FOR COMMUNITY HEALTH SERVICES THAT ARE AMONG THE NATION'S MOST EXTENSIVE PROVIDING PRIMARY CARE TO UNDERSERVED POPULATIONS INCLUDING: - MONTEFIORE'S NETWORK OF PRIMARY CARE CENTERS IN THE BRONX INCLUDING SEVERAL FEDERALLY-QUALIFIED HEALTH CARE CENTERS (FQHC) PROVIDES ACCESS TO HIGH QUALITY PRIMARY HEALTH CARE SERVICES AND A VARIETY OF PRACTICE-BASED AND COMMUNITY OUTREACH PROGRAMS TO SOME OF THE NATION'S POOREST AND MOST UNDERSERVED COMMUNITIES. - MONTEFIORE OPERATES ONE OF THE NATION'S LARGEST PROGRAMS OF SCHOOL-BASED PRIMARY CARE, SERVING OVER 20,500 STUDENTS AT 31 ELEMENTARY, MIDDLE AND HIGH SCHOOLS IN THE BRONX, PROVIDING OVER 76,000 MEDICAL, MENTAL HEALTH, DENTAL, REPRODUCTIVE AND HEALTH PROMOTION SERVICES. THIS MODEL PROGRAM IS ABLE TO PROVIDE SERVICES TO ALL STUDENTS IN THESE SCHOOLS, INCLUDING THE ROUGHLY HALF OF ALL STUDENTS WITHOUT INSURANCE. - MONTEFIORE PROVIDES MUCH NEEDED HEALTH CARE SERVICES TO HOMELESS CHILDREN AND FAMILIES IN VARIOUS LOCATIONS IN THE BRONX AND THROUGHOUT NEW YORK CITY USING A FLEET OF MOBILE MEDICAL UNITS AND A MOBILE DENTAL UNIT AND USING TEAMS OF PROFESSIONALS PROVIDING SERVICES WITHIN HOMELESS AND DOMESTIC VIOLENCE SHELTERS. MONTEFIORE PROVIDES COMPREHENSIVE CARE AND A RANGE OF INNOVATIVE PROGRAMS FOR HIGH-RISK CHILDREN IN THE BRONX, INCLUDING: - A HIGHLY REGARDED PREVENTION, COUNSELING AND TREATMENT PROGRAM FOR ABUSED CHILDREN AND THEIR FAMILIES, BASED IN MONTEFIORE'S CHILD ADVOCACY CENTER. - A NATIONALLY RECOGNIZED LEAD POISONING PREVENTION, SCREENING AND TREATMENT PROGRAM SERVING POPULATIONS AT HIGHEST RISK FOR LEAD POISONING. ITS SAFE HOUSE IS A MODEL HOUSING PROGRAM TO SHELTER FAMILIES OF CHILDREN WITH HIGH LEAD LEVELS WHILE THEIR DWELLINGS ARE MADE LEAD FREE. - AN INNOVATIVE, MULTI-LEVEL PROGRAM OF CARE FOR CHILDREN WITH AND AT-RISK FOR OBESITY AND DIABETES, INCLUDING INITIATIVES IN THE SCHOOL-BASED HEALTH CENTERS, IN THE COMMUNITY-BASED PRIMARY CARE SITES AND AT THE CHILDREN'S HOSPITAL DIVISION AT MONTEFIORE (CHAM). - HEALTH PROFESSIONS EDUCATION PROGRAMS FOR HIGH SCHOOL STUDENTS CONDUCTED IN COLLABORATION WITH AREA HIGH SCHOOLS. THE MEDICAL CENTER OPERATES ONE OF THE NATION'S LARGEST AND MOST COMPREHENSIVE PROGRAMS FOR THE DIAGNOSIS, CARE AND ONGOING MANAGEMENT OF POPULATIONS WITH AND AT-RISK FOR HIV INFECTION, INCLUDING: - A HOSPITAL-BASED, STATE-DESIGNATED COMPREHENSIVE AIDS CENTER THAT SERVES INDIVIDUALS WITH HIV/AIDS WITH A BROAD PROGRAM OF AMBULATORY AND INPATIENT CARE. - A COMMUNITY-BASED PROGRAM THAT SERVES INDIVIDUALS WITH HIV/AIDS, OPERATING IN THE MEDICAL CENTER'S PRIMARY CARE SITES. - LONGSTANDING PROGRAMS FOCUSED ON THE PREVENTION, EARLY IDENTIFICATION AND ONGOING CARE AND MANAGEMENT OF CHILDREN AND ADOLESCENTS WITH OR AT RISK FOR HIV INFECTION. - AN INNOVATIVE PROGRAM OF OUTREACH HIV PRIMARY AND SPECIALTY CARE SERVICES, THAT ARE LOCATED IN MONTEFIORE'S SUBSTANCE ABUSE TREATMENT PROGRAM, WHICH SERVES OPIATE-ADDICTED INDIVIDUALS, HALF OF WHOM ARE HIV-INFECTED, IN SEVERAL DRUG TREATMENT CENTERS LOCATED THROUGHOUT THE BRONX. THIS SERVICE INFRASTRUCTURE HAS PROVEN INVALUABLE IN MOUNTING EFFECTIVE PUBLIC HEALTH, DIAGNOSIS AND CARE PROGRAMS RESPONDING TO THE TWO OTHER INFECTIOUS DISEASE EPIDEMICS THAT HAVE ALSO AFFLICTED THE BRONX: TUBERCULOSIS AND HEPATITIS-C INFECTION. MONTEFIORE PROVIDES A WIDE RANGE OF ON-SITE AND OUTREACH PROGRAMS TO SERVE THE BOROUGH'S FRAIL AND AT-RISK ELDERLY, INCLULDING: - A COMPRHENSIVE, MULTIDISCIPLINARY GERIATRIC AMBULATORY PRACTICE, INCLUDING GERIATRIC MEDICINE AND GERIATRIC PSYCHIATRY, SOCIAL SERVICES, PHARMACY AND NUTRITIONAL COUNSELING, WITH SERVICE SITES IN THE EAST AND WEST BRONX; - AN AGING AND MEMORY CENTER THAT PROVIDES ASSESSMENTS, AMBULATORY CARE AND HOME VISITS BY GERIATRIC PSYCHIATRISTS; - ONE OF THE NATION'S LARGEST HOSPITAL-BASED HOMECARE PROGRAMS, PROVIDING IN-HOME SERVICES TO INNER CITY SENIORS LIVING IN NEIGHBORHOODS THAT ARE AMONG THE COUNTRY'S MOST DISADVANTAGED; - AN EXTENSIVE PROGRAM TO IDENTIFY, PREVENT AND RESPOND TO SUSPECTED ELDER ABUSE; - PHYSICIAN HOME VISIT PROGRAMS SERVING THE ELDERLY LIVING IN PUBLICLY SUBSIDIZED HOUSING PROJECTS ACROSS THE BRONX, A PROGRAM MOUNTED IN PARTNERSHIP WITH THE NYC HOUSING AUTHORITY AND LOCAL COMMUNITY AND SOCIAL SERVICES AGENCIES IN "NATURALLY OCCURRING RETIREMENT COMMUNITIES - AN INNOVATIVE FEDERALLY-FUNDED DEMONSTRATION PROGRAM THAT USES A COMBINATION OF CARE AND CASE MANAGEMENT, A PHYSICIAN HOME VISITING PROGRAM, HOME-BASED TELEMONITORING AND PATIENT/FAMILY SUPPORT TO MANAGE AND IMPROVE THE CARE AND HEALTH OF SENIORS IDENTIFIED BY CMS AS THEIR "HIGH-COST BENEFICIARIES" (MEDICARE BENEFICIARIES WITH COMPLEX MEDICAL AND PSYCHOSOCIAL NEEDS). THE DEPARTMENT OF OB-GYN AND WOMEN'S HEALTH IS INVOLVED IN A RANGE OF PROGRAMS FOCUSED ON THE HEALTH NEEDS OF WOMEN IN THE BRONX AND SURRROUNDING COMMUNITIES THAT INCLUDES PARTNERING WITH NY STATE, NY CITY AND LOCAL PROVIDERS IN THE DEVELOPMENT OF A REGIONAL PERINATAL SYSTEM IN THE BRONX, WHICH HAS ONE OF THE COUNTRY'S HIGHEST RATES OF INFANT MORTALITY AND DISABILITY AND LOW BIRTH WEIGHT. MONTEFIORE AS A COMMUNITY LEADER IS RESPONDING TO THE UNIQUE AND PRESSING NEEDS OF ITS COMMUNITY REFLECTED IN VARIOUS OUTREACH PROGRAMS: - THE MONTEFIORE-EINSTEIN CANCER CARE OPERATES THE COMMUNITY OUTREACH PROGRAM, A RESEARCH BASED CANCER PREVENTION, EDUCATION, AND SUPPORT PROGRAM THAT PROVIDES SUPPORT AND EDUCATIONAL SERVICES TO PATIENTS, FAMILIES, STAFF, AND COMMUNITY MEMBERS FACING THE CHALLENGES OF CANCER. THE CENTER ALSO PARTICIPATES IN CANCER SCREENING, CANCER EDUCATION AND AWARENESS, AND SUPPORT PROGRAMS. - MONTEFIORE'S COMMUNITY DENTISTRY PROGRAM PROVIDES DENTAL SERVICES TO A MULTITUDE OF UNDERSERVED AND MEDICALLY COMPROMISED PATIENTS AT ON-SITE DENTAL FACILITIES, ONE COMMUNITY SITE, AND THE INFECTIOUS DISEASE CLINIC AT THE MOSES DIVISION. A MOBILE DENTAL VAN PROVIDES MOBILE DENTAL SERVICES TO THE UNDERSERVED AT A VARIETY OF MONTEFIORE PRIMARY CARE SITES ACROSS THE BRONX. - MONTEFIORE HAS BEEN DESIGNATED BY NY STATE AS ONE OF FOUR DIABETES CENTERS OF EXCELLENCE IN THE STATE. MONTEFIORE HAS IMPLEMENTED A COMPREHENSIVE ARRAY OF PROGRAMS RESPONDING TO THE "NEXT EPIDEMIC" IN THE BRONX: THE EXTRAORDINARILY HIGH AND INCREASING RATES OF DIABETES AND OBESITY AND THE COMMON CARDIOVASCULAR COMPLICATIONS AND COMORBIDITIES. MONTEFIORE IS TAKING A NETWORK-WIDE QUALITY IMPROVEMENT APPROACH TO ORGANIZING AND IMPROVING THE PREVENTION, CARE AND MANAGEMENT OF THIS DISEASE CLUSTER, IN ITS PRIMARY CARE AND SCHOOL-BASED SITES, IN ITS SPECIALTY SERVICES AND HOSPITAL DIVISIONS.
Schedule H, Part VI, Line 6 Affiliated health care system	MONTEFIORE MEDICAL CENTER IS AN AFFILIATE OF MONTEFIORE HEALTH SYSTEM, INC. THE HEALTH SYSTEM IS A LEADER IN COMMUNITY AND POPULATION HEALTH AND HAS A LONG HISTORY OF DEVELOPING INNOVATIVE APPROACHES TO CARE AND TAILORING PROGRAMS TO BEST SERVE THE CHANGING NEEDS OF ITS COMMUNITY. THESE INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: COMMUNITY SERVICE PLAN, COMMUNITY SERVICE STRATEGY, ACCOUNTABLE CARE ORGANIZATION, PATIENT-CENTERED MEDICAL HOME, DISEASE MANAGEMENT PROGRAMS AND COMMUNITY OUTREACH. THE INTEGRATION OF THESE INNOVATIVE APPROACHES SUPPORTS MONTEFIORE WELL IN ITS PROVISION OF SERVICE TO THE COMMUNITY. SEE LINE 5, PROMOTION OF COMMUNITY HEALTH, FOR HOW THE HEALTH SYSTEM ALONG WITH MONTEFIORE MEDICAL CENTER PROMOTES COMMUNITY HEALTH.
Schedule H, Part VI, Line 7 State filing of community benefit report	NY

Schedule H (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
MONTEFIORE MEDICAL CENTER

Employer identification number
13-1740114

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE BRONX,NY10461	83-0621846	501(C)(3)	110,000,000	OPERATING SUBSIDIES
(2) ASSOCIATION OF NIGERIAN PHYSICIANS PO BOX 80005 RALEIGH,NC27623	33-0643166	501(C)(3)	250,000	SPONSORSHIP
(3) THE AMERICAN INSTITUTE FOR STUTTERING (AIS) 27 W 20TH STREET NEW YORK,NY10011	13-3917403	501(C)(3)	100,000	SPONSORSHIP
(4) BRONX OVERALL ECONOMIC DEVELOPMENT 851 GRAND CONCOURSE BRONX,NY10451	13-3079387	501(C)(3)	92,000	SPONSORSHIP
(5) HEBREW HOME AT RIVERDALE FOUNDATION 5901 PALISADE AVENUE BRONX,NY10471	20-4352212	501(C)(3)	75,000	SPONSORSHIP
(6) THE COUNTY CHAMBER OF COMMERCE INC 800 WESTCHESTER AVENUE RYE BROOK,NY10573	13-1701636	501(C)(6)	60,000	SPONSORSHIP
(7) AMERICAN CANCER SOCIETY INC 270 PEACHTREE ST NW ATLANTA,GA30303	13-1788491	501(C)(3)	51,000	SPONSORSHIP
(8) FEDERAL LAW ENFORCEMENT FOUNDATION INC 1325 AVE OF THE AMERICAS NEW YORK,NY10019	13-3494044	501(C)(3)	50,000	SPONSORSHIP
(9) HISPANIC FEDERATION 55 EXCHANGE PLACE NEW YORK,NY10005	13-3573852	501(C)(3)	50,000	SPONSORSHIP
(10) MANHATTAN COLLEGE 4513 MANHATTAN COLLEGE PARKWAY BRONX,NY10471	13-1740468	501(C)(3)	50,000	SPONSORSHIP
(11) THE NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BLVD BRONX,NY10458	13-1693134	501(C)(3)	50,000	SPONSORSHIP
(12) WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX,NY10460	13-1740011	501(C)(3)	50,000	SPONSORSHIP
(13) UNITED HOSPITAL FUND 1411 BROADWAY 12TH FL NEW YORK,NY10018	13-1562656	501(C)(3)	40,000	SPONSORSHIP
(14) BRONX HEALTH LINK 851 GRAND CONCOURSE BRONX,NY10451	13-4045022	501(C)(3)	35,000	SPONSORSHIP
(15) HERBERT H LEHMAN COLLEGE FOUNDATION 250 BEDFORD PARK BLVD WEST BRONX,NY10468	13-3150922	501(C)(3)	35,000	SPONSORSHIP
(16) BRONX CHILDREN'S MUSEUM PO BOX 1381 BRONX,NY10451	26-0579140	501(C)(3)	25,600	SPONSORSHIP
(17) CATHOLIC CHARITIES ARCHDIOCESE OF NEW YORK 1011 FIRST AVENUE NEW YORK,NY10022	13-5562184	501(C)(3)	25,000	SPONSORSHIP
(18) CITY IN THE COMMUNITY FOUNDATION 600 3RD AVENUE 30TH FL NEW YORK,NY10016	47-2573763	501(C)(3)	25,000	SPONSORSHIP
(19) DOMINICAN DAY PARADE INC 1872 LEXINGTON AVENUE NEW YORK,NY10035	47-3537708	501(C)(3)	25,000	SPONSORSHIP
(20) NEW YORK ACADEMY OF MEDICINE 1216 FIFTH AVENUE NEW YORK,NY10029	13-1656674	501(C)(3)	25,000	SPONSORSHIP
(21) NYU FORENSIC MEDICINE SUPPORT FUND 520 FIRST AVENUE NEW YORK,NY10016	13-5562308	501(C)(3)	25,000	SPONSORSHIP
(22) ST ANN'S CORNER OF HARM REDUCTION 886 WESTCHESTER AVENUE BRONX,NY10459	13-3724008	501(C)(3)	25,000	SPONSORSHIP
(23) THE LEUKEMIA & LYMPHOMA 3 INTERNATIONAL DRIVE RYE BROOK,NY10573	13-5644916	501(C)(3)	25,000	SPONSORSHIP
(24) THE LUSTGARTEN FOUNDATION 504 RXR PLAZA UNIONDALE,NY11556	31-1611837	501(C)(3)	25,000	SPONSORSHIP
(25) 1199 SEIU UNITED HEALTHCARE WORKS EAST 498 SEVENTH AVENUE NEW YORK,NY10018	13-1510821	501(C)(3)	20,000	SPONSORSHIP
(26) EUGENIO MARIA DE HOSTOS COMMUNITY COLLEGE FUND 500 GRAND CONCOURSE BRONX,NY10451	13-3116643	501(C)(3)	20,000	SPONSORSHIP
(27) MEDICARE RIGHTS CENTER INC 266 WEST 37TH STREET 3RD FL NEW YORK,NY10018	13-3505372	501(C)(3)	20,000	SPONSORSHIP
(28) BRONXWORKS INC 60 EAST TREMONT AVENUE BRONX,NY10453	13-3254484	501(C)(3)	15,000	SPONSORSHIP
(29) CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC 1128 16TH STREET WASHINGTON,DC20036	52-1114225	501(C)(3)	15,000	SPONSORSHIP
(30) REGIONAL AID FOR INTERIM NEEDS INC 811 MORRIS PARK AVENUE BRONX,NY10462	13-6213586	501(C)(3)	15,000	SPONSORSHIP
(31) DESTINATION TOMORROW INC 452 EAST 149TH STREET BRONX,NY10455	80-0259180	501(C)(3)	10,000	SPONSORSHIP
(32) LATINO COMMISSION ON AIDS INC 24 WEST 25TH STREET NEW YORK,NY10010	13-3629466	501(C)(3)	10,000	SPONSORSHIP
(33) MIND BUIILDERS CREATIVE ARTS CENTER 3415 OLINVILLE AVENUE BRONX,NY10467	13-2988157	501(C)(3)	10,000	SPONSORSHIP
(34) NATIONAL BRAIN TUMOR SOCIETY INC 55 CHAPEL STREET NEWTON,MA02458	04-3068130	501(C)(3)	10,000	SPONSORSHIP
(35) NATIONAL PUERTO RICAN DAY PO BOX 975 NEW YORK,NY10272	13-3869493	501(C)(3)	10,000	SPONSORSHIP
(36) RENEWAL 4721 NEW UTRECTH AVENUE BROOKLYN,NY11219	90-0772896	501(C)(3)	20,000	SPONSORSHIP
(37) SOMOS INC 24 4TH STREET TROY,NY12180	22-3128393	501(C)(3)	10,000	SPONSORSHIP
(38) THE BRONX MUSEUM OF THE ARTS 1040 GRAND CONCOURSE BRONX,NY10456	13-2709368	501(C)(3)	10,000	SPONSORSHIP
(39) VAN CORTLANDT PARK ALLIANCE 80 VAN CORTLANDT PARK SOUTH E1 BRONX,NY10463	13-3843182	501(C)(3)	10,000	SPONSORSHIP
(40) WESTCHESTER LATINOS UNIDOS 557 GRAMATAN AVENUE MOUNT VERNON,NY10552	80-0902520	501(C)(3)	8,000	SPONSORSHIP
(41) COUNCIL ON LEGAL EDUCATION OPPORTUNITY INC 2800 EISENHOWER AVENUE ALEXANDRIA,VA22314	45-4462410	501(C)(3)	6,000	SPONSORSHIP
(42) NEW YORK CITY HEALTH AND HOSPITALS CORPORATION 160 WATER STREET SUITE 1040 NEW YORK,NY10038	13-2655001	501(C)(3)	313,540	SUBRECIPIENT GRANT
(43) RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET 7TH FL NEW YORK,NY10036	13-1988190	501(C)(3)	311,499	SUBRECIPIENT GRANT
(44) BRONX CARE HEALTH SYSTEM INC 1276 FULTON AVENUE BRONX,NY10456	13-1974191	501(C)(3)	104,657	SUBRECIPIENT GRANT
(45) UNIVERSITY OF MARYLAND BALTIMORE 220 ARCH STREET BALTIMORE,MD21201	15-2600203		49,042	SUBRECIPIENT GRANT
(46) COOPER SQUARE COMMUNITY DEVELOPMENT COMMITTEE INC 61 EAST 4TH STREET NEW YORK,NY10003	13-2666211	501(C)(3)	18,000	SUBRECIPIENT GRANT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.

THE PROCEDURE FOR MONITORING SUBRECIPIENTS OF FEDERAL AWARDS FOR COMPLIANCE IS TO OBTAIN AND REVIEW THE SUBRECIPIENT'S AUDITED CIRCULAR A-133 SINGLE AUDIT REPORT WHICH INCLUDES THEIR RESPECTIVE SCHEDULE OF EXPENDITURES TO ENSURE THAT FUNDS ARE BEING USED FOR THEIR INTENDED PURPOSE. THE MEDICAL CENTER ALSO PROVIDES SUPPORT TO VARIOUS ORGANIZATIONS AS PART OF ITS MANY LOCAL COMMUNITY HEALTH PROGRAM ENDEAVORS. CONTRIBUTIONS AND SPONSORSHIPS ARE MADE TO DESERVING CHARITABLE ORGANIZATIONS IN SUPPORT OF MONTEFIORE'S MISSION OF ADVANCING THE HEALTH AND WELFARE OF THE COMMUNITIES THAT WE SERVE.

Schedule I (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

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 .....

Yes

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? ....

Yes

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? .........

Yes

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

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

Yes

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) 2023

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)
1PHILIP O OZUAH MD PHD PRESIDENT & CEO	(i) (ii)	0 ------------- 4,712,384	0 ------------- 6,300,000	0 ------------- 5,302,469	0 ------------- 17,000	0 ------------- 29,776	0 ------------- 16,361,629	0 ------------- 1,705,200
2COLLEEN M BLYE EXEC VP & CFO	(i) (ii)	0 ------------- 1,731,126	0 ------------- 1,000,000	0 ------------- 917,453	0 ------------- 17,000	0 ------------- 12,882	0 ------------- 3,678,461	0 ------------- 0
3CHRISTOPHER PANCZNER ASST SEC.-SVP & GEN COUNSEL	(i) (ii)	0 ------------- 952,555	0 ------------- 234,923	0 ------------- 638,585	0 ------------- 17,000	0 ------------- 29,882	0 ------------- 1,872,945	0 ------------- 0
4SUSAN GREEN-LORENZEN RN SYSTEM SENIOR VP-OPERATIONS	(i) (ii)	0 ------------- 1,216,631	0 ------------- 475,900	0 ------------- 1,020,123	0 ------------- 17,000	0 ------------- 29,906	0 ------------- 2,759,560	0 ------------- 0
5ROBERT MICHLER MD CHAIR-SURG/CARDIOTHORACIC SURG	(i) (ii)	4,705,939 ------------- 0	0 ------------- 0	3,048 ------------- 0	17,000 ------------- 0	61,267 ------------- 0	4,787,254 ------------- 0	0 ------------- 0
6EMAD ESKANDAR MD CHAIR-NEUROLOGICAL SURGERY	(i) (ii)	2,347,654 ------------- 0	0 ------------- 0	1,032 ------------- 0	17,000 ------------- 0	58,732 ------------- 0	2,424,418 ------------- 0	0 ------------- 0
7JOSEPH DE ROSE MD DIR MIN INVASIVE ROBOTIC SURG	(i) (ii)	1,589,272 ------------- 0	118,414 ------------- 0	0 ------------- 0	17,000 ------------- 0	28,563 ------------- 0	1,753,249 ------------- 0	0 ------------- 0
8DANIEL GOLDSTEIN MD VICE CHAIR-CARDIOTHORACIC SURG	(i) (ii)	1,596,950 ------------- 0	106,273 ------------- 0	1,032 ------------- 0	17,000 ------------- 0	3,284 ------------- 0	1,724,539 ------------- 0	0 ------------- 0
9NEIL COBELLI MD CHAIR-DEPT. OF ORTHOPEDICS	(i) (ii)	1,594,473 ------------- 0	0 ------------- 0	3,803 ------------- 0	17,000 ------------- 0	23,924 ------------- 0	1,639,200 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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, Line 1a First-class or charter travel	ONE OFFICER TRAVELED FIRST CLASS AS PROVIDED FOR UNDER MEDICAL CENTER POLICY. ALL SUCH TRAVEL WAS FOR MEDICAL CENTER BUSINESS PURPOSES, ACCORDINGLY, THE COST OF SUCH TRAVEL WAS NOT INCLUDED IN HIS TAXABLE INCOME.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	AS IT RELATES TO COMPENSATION FROM MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM, INC. AND MONTEFIORE HEALTH SYSTEM, INC. FOR ALL OFFICERS AND KEY EMPLOYEES: THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL FORMS OF COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE WITH THE ASSISTANCE OF A NATIONAL INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE COMPENSATION COMMITTEE WITH ITS DECISION-MAKING PROCESS TO ENSURE EXECUTIVE COMPENSATION LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO THOSE OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BASE SALARIES IN COLUMN B(I) ARE DETERMINED BASED ON COMPETITIVE MARKET PRACTICES FOR POSITIONS WITH COMPARABLE SCOPE OF RESPONSIBILITIES WITHIN A PEER GROUP OF SIMILARLY SITUATED HEALTH SYSTEMS. BONUS AND INCENTIVE COMPENSATION IN COLUMN B(II) IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS. THE EXECUTIVES' COMPENSATION PROGRAM HAS A SIGNIFICANT PAY-AT-RISK COMPONENT TO ENSURE THE ALIGNMENT OF PAY AND ORGANIZATIONAL PERFORMANCE. GOALS ARE SET IN ADVANCE IN AREAS SUCH AS QUALITY OF PATIENT CARE, PATIENT SATISFACTION, COMMUNITY SERVICES AND FINANCIAL PERFORMANCE. COMPENSATION IS AT RISK IF THE GOALS ESTABLISHED BY THE COMPENSATION COMMITTEE ARE NOT MET. OTHER REPORTABLE COMPENSATION IN COLUMN B(III) INCLUDES DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EXPRESSLY REVIEWED AND APPROVED ALL COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING THESE RETIREMENT BENEFIT ARRANGEMENTS FOR SENIOR EXECUTIVES, IN A MANNER THAT QUALIFIED UNDER THE INTERMEDIATE SANCTIONS RULES OF THE FEDERAL TAX LAW, AND IN RECOGNITION OF (A) THE EXECUTIVES' YEARS OF SERVICE TO THE ORGANIZATION AND (B) THE SIGNIFICANT CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE ORGANIZATION TO ACHIEVE ITS CHARITABLE MISSION IN A MANNER CONSISTENT WITH FINANCIAL SOLVENCY. ACCORDINGLY, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS OF SERVICE FOR THE ORGANIZATION. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONS BASED ON MULTIPLE YEARS OF SERVICE: SUSAN GREEN-LORENZEN, R.N. - $997,537; PHILIP O. OZUAH, M.D., PH.D. - $691,761; CHRISTOPHER PANCZNER - $616,551; COLLEEN BLYE - $915,869. THE HEALTH SYSTEM ALSO FUNDS A NONQUALIFYING DEFINED CONTRIBUTION SERP PLAN. AN OFFICER OF THE ORGANIZATION CURRENTLY PARTICIPATES IN THIS PLAN. CONTRIBUTIONS ARE AT A FIXED PERCENTAGE OF BASE SALARY OR TOTAL CASH COMPENSATION (BASE SALARY PLUS ANNUAL INCENTIVE AWARD). A NOTIONAL BALANCE IS DEVELOPED FOR EACH PARTICIPANT THAT IS THE TOTAL OF CONTRIBUTIONS LESS DISTRIBUTIONS (INTEREST IS NOT ACCRUED). ON JANUARY 1 FOLLOWING THE THIRD, SIXTH AND NINTH ANNIVERSARIES OF EACH PARTICIPANT'S PARTICIPATION DATE, 50% OF THE REMAINING SERP ACCOUNT BECOMES VESTED AND IS PAID OUT IF THE PARTICIPANT IS EMPLOYED ON THAT DATE. ON JANUARY 1 FOLLOWING THE TWELFTH ANNIVERSARY OF EACH PARTICIPANT'S PARTICIPATION DATE, THE REMAINDER OF THE SERP ACCOUNT BECOMES FULLY VESTED AND IS PAID OUT. IF A PARTICIPANT REACHES AGE 65 BEFORE THEIR TWELFTH ANNIVERSARY OF THEIR PARTICIPATION DATE, THEIR SERP ACCOUNT BALANCE WILL BECOME FULLY VESTED ON THE LATER OF THE FIRST OF THE MONTH FOLLOWING THEIR 65TH BIRTHDAY OR THE THIRD ANNIVERSARY OF THEIR PARTICIPATION DATE. SERP ACCOUNT BALANCES WILL ALSO BECOME FULLY VESTED UPON THE EARLIEST OF DEATH OR DISABILITY WHILE EMPLOYED BY MONTEFIORE, INVOLUNTARY TERMINATION WITHOUT CAUSE OR IF MONTEFIORE CHOOSES TO TERMINATE THE PLAN. THERE WAS ONE DISTRIBUTION PAID OUT AS TAXABLE INCOME RELATED TO THE NONQUALIFYING DEFINED CONTRIBUTION SERP PLAN: PHILIP O. OZUAH, M.D., PH.D. - $4,574,850 BASED ON MULTIPLE YEARS OF SERVICE (SEE ABOVE FOR VESTING).
Schedule J, Part I, Line 7 Non-fixed payments	THE ANNUAL INCENTIVE AWARD IN COLUMN (B)(II) PAID TO TWO OF THE ORGANIZATION FIVE HIGHEST COMPENSATED INDIVIDUALS WAS BASED ON MANAGEMENT DISCRETION.

Schedule J (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
MONTEFIORE MEDICAL CENTER

Employer identification number
13-1740114

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	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	649902V83	10-14-2010	19,400,000	CONSTRUCTION PROJECT		X		X	X
B	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990E2Y2	09-16-2016	13,002,448	FACILITY IMPROVEMENTS		X		X		X
C	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990GGH9	08-01-2018	341,889,620	REFINANCE/REFUND OF PRIOR ISSUES		X		X		X
D	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990GZS4	02-02-2020	397,922,270	FACILITY IMPROV/REFUND PRIOR ISSUE		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		01-30-2017	33,685,553	IT SYSTEM IMPLEMENTATION		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		06-29-2017	17,827,755	EQUIPMENT LEASING		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		12-12-2017	9,990,258	EQUIPMENT LEASING		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	9,794,100		2,982,602		0		0
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	19,400,000		13,343,651		351,842,551		399,639,732
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	97,877		22,614		3,521,580		3,006,021
8 Credit enhancement from proceeds .............							2,459,248
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	18,987,378		17,733,778		9,928,535		271,374,932
11 Other spent proceeds .............	314,745		13,321,037		348,320,971		121,082,069
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2018		1998		2021
	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		X	X		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		X	X			X
16 Has the final allocation of proceeds been made? ..........	X		X		X			X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) 2023

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		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X	X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?						X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0.34 %		0.04 %
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 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0.34 %		0.04 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		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? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X	X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X			X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X		X

Schedule K (Form 990) 2023

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		X		X
b Name of provider ..........
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		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

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

Return Reference	Explanation
Schedule K, Part I, Column (d)	BOND B ISSUE DATE THE BONDS WERE ISSUED 9/16/2016 AND WERE FLOATED UNTIL THE ORGANIZATION CLOSED ON THE MORTGAGE LOAN WITH DASNY IN DECEMBER 2018.
Schedule K, Part I, Column (f)	BOND C DESCRIPTION OF PURPOSE CURRENT ISSUE REFUNDED PRIOR TAX EXEMPT DEBT (6/17/93, 12/22/05, 2/7/08 AND 10/1/14) AND TAXABLE DEBT (7/29/09, 5/19/11, 5/12/16 AND 11/2/16).
Schedule K, Part I, Column (f)	BOND D DESCRIPTION OF PURPOSE THE BOND PROCEEDS WERE USED FOR BOTH NEW CONSTRUCTION AND CAPITAL IMPROVEMENTS AS WELL AS A REFUND OF A PRIOR BOND ISSUE. PART OF THE CURRENT PROCEEDS REFUNDED A PRIOR TAX EXEMPT DEBT (6/27/18) THAT WAS ISSUED TO REFUND THE ORIGINAL 4/19/13 TAX EXEMPT DEBT ISSUE.
Schedule K, Part II, Line 3	BOND A PROCEEDS. DASNY'S $562,510,000 STATE PERSONAL INCOME TAX REVENUE BOND (GENERAL PURPOSE), SERIES 2010E, PROVIDED FINANCING FOR SEVERAL BORROWERS. OF THIS AMOUNT, $19,400,000 REPRESENTED THE AMOUNT OF THE BOND PROCEEDS ORIGINALLY ALLOCATED TO YESHIVA UNIVERSITY. THE REMAINING BALANCE ON THE YESHIVA DEBT WAS ASSUMED BY MONTEFIORE MEDICAL CENTER IN 2015 WHEN THE MEDICAL CENTER TOOK OVER THE OPERATIONS OF THE DOSA PROGRAM.
Schedule K, Part II, Line 3	BOND B PROCEEDS. THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part II, Line 3	BOND C PROCEEDS THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part II, Line 3	BOND D PROCEEDS THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b	BONDS C & D MANAGEMENT CONTRACTS RELATING TO THE FINANCED PROPERTY ARE REVIEWED INTERNALLY BY IN-HOUSE COUNSEL AND REFERRED TO BOND COUNSEL FOR FURTHER REVIEW AS NEEDED.
Schedule K, Part IV, Line 2c	THE REBATE COMPUTATION WAS PERFORMED 12/18/18.

Schedule K (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
MONTEFIORE MEDICAL CENTER

Employer identification number
13-1740114

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	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	649902V83	10-14-2010	19,400,000	CONSTRUCTION PROJECT		X		X	X
B	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990E2Y2	09-16-2016	13,002,448	FACILITY IMPROVEMENTS		X		X		X
C	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990GGH9	08-01-2018	341,889,620	REFINANCE/REFUND OF PRIOR ISSUES		X		X		X
D	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293	64990GZS4	02-02-2020	397,922,270	FACILITY IMPROV/REFUND PRIOR ISSUE		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		01-30-2017	33,685,553	IT SYSTEM IMPLEMENTATION		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		06-29-2017	17,827,755	EQUIPMENT LEASING		X		X		X
	DORMITORY AUTHORITY OF THE STATE OF NEW YORK	14-6000293		12-12-2017	9,990,258	EQUIPMENT LEASING		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	9,794,100		2,982,602		0		0
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	19,400,000		13,343,651		351,842,551		399,639,732
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	97,877		22,614		3,521,580		3,006,021
8 Credit enhancement from proceeds .............							2,459,248
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	18,987,378		17,733,778		9,928,535		271,374,932
11 Other spent proceeds .............	314,745		13,321,037		348,320,971		121,082,069
12 Other unspent proceeds .............
13 Year of substantial completion .............	2010		2018		1998		2021
	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		X	X		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		X	X			X
16 Has the final allocation of proceeds been made? ..........	X		X		X			X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) 2023

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		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X	X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?						X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0.34 %		0.04 %
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 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0.34 %		0.04 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		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? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X	X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X			X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X		X

Schedule K (Form 990) 2023

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		X		X
b Name of provider ..........
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		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

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

Return Reference	Explanation
Schedule K, Part I, Column (d)	BOND B ISSUE DATE THE BONDS WERE ISSUED 9/16/2016 AND WERE FLOATED UNTIL THE ORGANIZATION CLOSED ON THE MORTGAGE LOAN WITH DASNY IN DECEMBER 2018.
Schedule K, Part I, Column (f)	BOND C DESCRIPTION OF PURPOSE CURRENT ISSUE REFUNDED PRIOR TAX EXEMPT DEBT (6/17/93, 12/22/05, 2/7/08 AND 10/1/14) AND TAXABLE DEBT (7/29/09, 5/19/11, 5/12/16 AND 11/2/16).
Schedule K, Part I, Column (f)	BOND D DESCRIPTION OF PURPOSE THE BOND PROCEEDS WERE USED FOR BOTH NEW CONSTRUCTION AND CAPITAL IMPROVEMENTS AS WELL AS A REFUND OF A PRIOR BOND ISSUE. PART OF THE CURRENT PROCEEDS REFUNDED A PRIOR TAX EXEMPT DEBT (6/27/18) THAT WAS ISSUED TO REFUND THE ORIGINAL 4/19/13 TAX EXEMPT DEBT ISSUE.
Schedule K, Part II, Line 3	BOND A PROCEEDS. DASNY'S $562,510,000 STATE PERSONAL INCOME TAX REVENUE BOND (GENERAL PURPOSE), SERIES 2010E, PROVIDED FINANCING FOR SEVERAL BORROWERS. OF THIS AMOUNT, $19,400,000 REPRESENTED THE AMOUNT OF THE BOND PROCEEDS ORIGINALLY ALLOCATED TO YESHIVA UNIVERSITY. THE REMAINING BALANCE ON THE YESHIVA DEBT WAS ASSUMED BY MONTEFIORE MEDICAL CENTER IN 2015 WHEN THE MEDICAL CENTER TOOK OVER THE OPERATIONS OF THE DOSA PROGRAM.
Schedule K, Part II, Line 3	BOND B PROCEEDS. THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part II, Line 3	BOND C PROCEEDS THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part II, Line 3	BOND D PROCEEDS THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART 1, COLUMN (E) DUE TO INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b	BONDS C & D MANAGEMENT CONTRACTS RELATING TO THE FINANCED PROPERTY ARE REVIEWED INTERNALLY BY IN-HOUSE COUNSEL AND REFERRED TO BOND COUNSEL FOR FURTHER REVIEW AS NEEDED.
Schedule K, Part IV, Line 2c	THE REBATE COMPUTATION WAS PERFORMED 12/18/18.

Schedule K (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JAIME M BUTLER	DAUGHTER OF BOARD MEMBER	160,843	EMPLOYMENT		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	4	423,759	Market value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Schedule M, Part I, Line 9	THERE WERE 4 CONTRIBUTIONS OF STOCK DONATIONS RECEIVED IN 2023 BY THE ORGANIZATION.

Schedule M (Form 990) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Return Reference	Explanation
Form 990, Part VI, Line 15a	ALL OFFICERS AND KEY EMPLOYEES ARE EMPLOYED AND PAID BY EITHER MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM, INC. OR MONTEFIORE HEALTH SYSTEM, INC. THE PARENT COMPANY OF MONTEFIORE HEALTH SYSTEM, INC. AND MONTEFIORE MEDICAL CENTER, RESPECTIVELY. MONTEFIORE IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST CORPORATE GOVERNANCE. THE MONTEFIORE BOARD OF TRUSTEES HAS CHARGED THE COMPENSATION COMMITTEE OF THE BOARD (WHICH IS COMPRISED OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST IN REGARDS TO EXECUTIVE COMPENSATION) WITH MAKING ALL DECISIONS RELATED TO COMPENSATION FOR OFFICERS AND CERTAIN KEY EMPLOYEES. ALL DECISIONS MADE BY THE COMPENSATION COMMITTEE ARE APPROPRIATELY AND TIMELY DOCUMENTED IN MEETING MINUTES. THE COMPENSATION COMMITTEE'S REVIEW PROCESS FOLLOWS THE INTERMEDIATE SANCTIONS GUIDELINES FOR QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT WITH THIS PROCESS. COMPENSATION LEVELS ARE ESTABLISHED CONSIDERING DATA FOR COMPARABLE ORGANIZATIONS, AN ASSESSMENT OF MANAGEMENT PERFORMANCE (INCLUDING THE SERVICES PROVIDED TO THE COMMUNITY), AND OTHER BUSINESS JUDGMENT FACTORS, CONSISTENT WITH MONTEFIORE'S EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE'S DECISIONS ARE MADE IN THE BEST INTEREST OF MONTEFIORE, AND ARE INTENDED TO ENSURE THE RECRUITMENT AND RETENTION OF KEY EXECUTIVE TALENT, CONSISTENT WITH THE MARKET PRACTICES OF OTHER NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS OF COMPARABLE SCOPE, MISSION AND COMPLEXITY. ON AN ANNUAL BASIS, THE COMMITTEE PROVIDES THE FULL BOARD OF TRUSTEES WITH A DESCRIPTION OF THE COMMITTEE'S REVIEW AND APPROVAL PROCESS AND ITS DECISIONS.
Form 990, Part VI, Line 6 Classes of members or stockholders	MONTEFIORE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF MONTEFIORE MEDICAL CENTER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF MONTEFIORE MEDICAL CENTER, HAS THE AUTHORITY TO APPOINT 49 PERCENT OF THE BOARD OF TRUSTEES OF MONTEFIORE MEDICAL CENTER. THE OTHER 51 PERCENT OF THE BOARD IS ELECTED BY THE BOARD OF TRUSTEES OF THE MEDICAL CENTER FROM A SLATE OF CANDIDATES APPROVED BY THE SOLE MEMBER.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THE BOARD OF TRUSTEES OF MONTEFIORE HEALTH SYSTEM, INC., THE SOLE MEMBER OF MONTEFIORE MEDICAL CENTER, HAS THE AUTHORITY TO APPROVE THE OPERATING AND CAPITAL BUDGETS OF MONTEFIORE MEDICAL CENTER.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 WAS PREPARED BY THE MONTEFIORE'S FINANCE DEPARTMENT WITH THE ASSISTANCE OF VARIOUS DEPARTMENTS THROUGHOUT THE MEDICAL CENTER. THE FORM 990 WAS REVIEWED AND APPROVED BY THE VICE PRESIDENT-FINANCE AND THE MEDICAL CENTER'S SENIOR LEADERSHIP TEAM INCLUDING THE CHIEF FINANCIAL OFFICER. IN ADDITON, AN INDEPENDENT ACCOUNTING FIRM WAS ENGAGED TO REVIEW THE FORM 990. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF MONTEFIORE MEDICAL CENTER'S GOVERNING BODY BEFORE FILING.
Form 990, Part VI, Line 12c Conflict of interest policy	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE DISCLOSURE POLICY BY MEANS OF A SURVEY DEVELOPED BY COUNSEL AND APPROVED BY THE LEGAL AND COMPLIANCE COMMITTEES OF THE BOARD OF TRUSTEE. THE SURVEY IS SENT TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES FOR COMPLETION. ALL SURVEY RESPONSES ARE REVIEWED BY THE COMPLIANCE OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED IN THE RESPONSES ARE DISCUSSED WITH SENIOR MANAGEMENT AND/OR THE LEGAL AND COMPLIANCE COMMITTEES OF THE BOARD OF TRUSTEES. POTENTIAL ACTIONS TO BE TAKEN IN RESPONSE TO A CONFLICT IS ONE OR MORE OF THE FOLLOWING: 1)DISCLOSURE OF CONFLICT; 2)INDIVIDUAL RECUSAL FROM DECISIONS FOR TRANSACTIONS WHERE THAT INDIVIDUAL MAY HAVE A CONFLICT; 3)REQUEST THE INDIVIDUAL TO ALLEVIATE THE CONFLICT; OR 4)REMOVAL OF THE INDIVIDUAL FROM THE BOARD OF TRUSTEES.
Form 990, Part VI, Line 19 Required documents available to the public	THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND MONTEFIORE MEDICAL CENTER'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 2f Other Program Service Revenue	ALL OTHER - Total Revenue: 34506947, Related or Exempt Function Revenue: 31609636, Unrelated Business Revenue: 2897311, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	ALL OTHER - Total Revenue: 130878, Related or Exempt Function Revenue: , Unrelated Business Revenue: 529635, Revenue Excluded from Tax Under Sections 512, 513, or 514: -398757;
Form 990, Part IX, Line 11e	THE ORGANIZATION DID NOT REPORT ANY EXPENSE FOR FUNDRAISING SERVICES ON LINE 11E OF PART IX, STATEMENT OF FUNCTIONAL EXPENSES. THE EXPENSE FOR THE PROFESSIONAL FUNDRAISER ($80,000) CONTRACTED TO PROVIDE EVENT PLANNING, PRODUCTION AND FUNDRAISING SERVICES IN CONNECTION WITH THE ORGANIZATION'S 2023 GALA EVENT WAS INCLUDED IN THE FUNDRAISING EXPENSES REPORTED ON LINE 8B IN PART VIII, STATEMENT OF REVENUE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	SUBSIDIES TRANSFERS TO AN AFFILIATE - -110000000; SHARED BUSINESS TRANSFORMATION COSTS - -17594340; AFFILIATES EQUITY TRANSFERS - -32526935; INCREASE IN DEFINED PENSION AND OTHER POSTRETIREMENT PLAN LIABILITIES TO BE RECOGNIZED IN FUTURE PERIODS - -19409310;

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTEFIORE MEDICAL CENTER

Employer identification number

13-1740114

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) Montefiore Proton Acquisition LLC 111 EAST 210TH STREET BRONX,NY10467 27-3994795	PROTON THER	NY	0	7,016,009	MMC
(2) MONTEFIORE HUDSON VALLEY COLLABORATIVE 111 EAST 210TH STREET BONX,NY10467 47-3389736	PERFORM PROV	NY	28,034	0	MMC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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)MMC CORPORATION 111 EAST 210TH STREET BRONX,NY10467 13-3430322	REAL ESTATE	NY	501(c)(3)	Type I	MMC	Yes
(2)MMC RESIDENTIAL CORP I INC 3411 WAYNE AVENUE BRONX,NY10467 91-1943271	STAFF HOUSING	NY	501(c)(2)		MMC	Yes
(3)MONTEFIORE HOSP HOUSING SECTION II INC 3450 WAYNE AVENUE BRONX,NY10467 23-7160641	STAFF HOUSING	NY	501(c)(2)		MMC	Yes
(4)MOSHOLU PRESERVATION CORPORATION 3400 RESERVOIR OVAL EAST BRONX,NY10467 13-3109387	COMMUNITY SER	NY	501(c)(3)	Type I	MMC	Yes
(5)MONTEFIORE HEALTH SYSTEM INC 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN,NY10591 20-1615393	PARENT	NY	501(c)(3)	Type II	MMAHS	Yes
(6)MONTEFIORE NEW ROCHELLE HOSPITAL 16 GUION PLACE NEW ROCHELLE,NY10801 46-2931956	HOSPITAL	NY	501(c)(3)	3	MHS	Yes
(7)MONTEFIORE MOUNT VERNON HOSPITAL 12 NORTH SEVENTH AVENUE MOUNT VERNON,NY10550 46-2916938	HOSPITAL	NY	501(c)(3)	3	MHS	Yes
(8)SCHAFFER EXTENDED CARE CENTER 16 GUION PLACE NEW ROCHELLE,NY10801 46-2929888	NURSING HOME	NY	501(c)(3)	3	MHS	Yes
(9)MONTEFIORE FOUNDATION INC 111 EAST 210TH STREET BRONX,NY10467 47-1600439	INACTIVE	NY	501(c)(3)	7	MMAHS	Yes
(10)MONTEFIORE MEDICINE ACADEMIC HEALTH SYST 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN,NY10591 47-1582973	SYSTEM PARENT	NY	501(c)(3)	Type III-FI	N/A	Yes
(11)MONTEFIORE NYACK HOSPITAL 160 NORTH MIDLAND AVENUE NYACK,NY10960 13-1740119	HOSPITAL	NY	501(c)(3)	3	MHS	Yes
(12)WHITE PLAINS HOSPITAL MEDICAL CENTER 41 EAST POST ROAD DAVIS AVE WHITE PLAINS,NY10601 13-1740130	HOSPITAL	NY	501(c)(3)	3	MHS	Yes
(13)AECOM STUDENT HOUSING CO INC 1300 MORRIS PARK AVENUE BRONX,NY10461 23-7075620	STUDENT HOUS	NY	501(c)(2)		AECOM	Yes
(14)MONTEFIORE CERC OPERATIONS INC 111 EAST 210TH STREET BRONX,NY10467 47-4853506	REHAB CENTER	NY	501(c)(3)	3	MMC	Yes
(15)WHITE PLAINS HOSPITAL CTR FDN INC 1 EAST POST ROAD DAVIS AVE WHITE PLAINS,NY10601 13-3281507	FUNDRAISING	NY	501(c)(3)	Type I	WPHMC	Yes
(16)MONTEFIORE NYACK HOSPITAL FOUNDATION 160 NORTH MIDLAND AVENUE NYACK,NY10960 13-3245804	FUNDRAISING	NY	501(c)(3)	7	NYACK HOSP	Yes
(17)THE WINIFRED MASTERSON BURKE REHAB HOSP 785 MAMARONECK AVENUE WHITE PLAINS,NY10605 13-1739937	REHAB HOSP	NY	501(c)(3)	3	MHS	Yes
(18)ST LUKE'S CORNWALL HOSPITAL 70 DUBOIS STREET NEWBURGH,NY12550 14-1340054	HOSPITAL	NY	501(c)(3)	3	MHS	Yes
(19)HUDSON VISTA MEDICAL PC 70 DUBOIS STREET NEWBURGH,NY12550 45-2526738	HEALTHCARE	NY	501(c)(3)	Type I	SLCH	Yes
(20)HUDSON VISTA PHYSICIAN SERVICES PC 70 DUBOIS STREET NEWBURGH,NY12550 27-2020746	HEALTHCARE	NY	501(c)(3)	Type I	SLCH	Yes
(21)ST LUKE'S CORNWALL HEALTH SYSTEM INC 70 DUBOIS STREET NEWBURGH,NY12550 22-3026261	HOLDING COMP	NY	501(c)(3)	Type I	MHS	Yes
(22)ST LUKE'S CORNWALL HEALTH SYSTEM FDN 70 DUBOIS STREET NEWBURGH,NY12550 22-3026263	FUNDRAISING	NY	501(c)(3)	7	SLCHS	Yes
(23)MONTEFIORE MED ACAD HLTH SYS SELF INS TR 555 SOUTH BROADWAY TARRYTOWN,NY10591 82-4019223	INS TRUST	NY	501(c)(3)	Type I	MMAHS	Yes
(24)ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE BRONX,NY10461 83-0621846	MED COLLEGE	NY	501(c)(3)	2	MMAHS	Yes
(25)MONTEFIORE COMMUNITY SERVICES INC 111 EAST 210TH STREET BRONX,NY10467 86-3368007	HEALTHCARE	NY	501(c)(3)	3	MMC	Yes
(26)MONTEFIORE EINSTEIN ADVANCED CARE 555 SOUTH BROADWAY TARRYTOWN,NY10591 86-3090734	HEALTHCARE	NY	501(c)(3)	3	MHS	Yes
(27)MONTEFIORE ACTION FUND INC 111 EAST 210TH STREET BRONX,NY10467 87-2215301	INACTIVE	NY	501(c)(4)		MHS	Yes
(28)MNH GARAGECO INC 160 NORTH MIDLAND AVENUE NYACK,NY109601912 88-0573052	GARAGE	NY	501(c)(3)		NYACK HOSP	Yes
(29)HUDSON VISTA CORPORATION 70 DUBOIS STREET NEWBURGH,NY12550 20-2286782	HEALTHCARE	NY	501(c)(3)	Type I	NA		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(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
(1) JANA STRATEGIC INVESTMENT FUND VIII LP 767 FIFTH AVENUE 8TH FLOOR NEW YORIK,NY10153 83-1402089	INVESTMENT ACTIVITIES	NY	NA	Excluded	3,166,147	17,111,977		No	0		No	49.18 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) THE MONTEFIORE IPA INC 111 EAST 210TH STREET BRONX,NY10467 13-4114915	INTEG PROVR ASSOC	NY	NA	C Corporation				Yes
(2) MMC GI HOLDINGS EAST INC 111 EAST 210TH STREET BRONX,NY10467 72-1610013	HOLDING COMPANY	NY	NA	C Corporation				Yes
(3) MMC GI HOLDINGS WEST INC 111 EAST 210TH STREET BRONX,NY10467 72-1610015	HOLDING COMPANY	NY	NA	C Corporation				Yes
(4) MONTEFIORE BEHAVIORAL CARE IPA NO 1 INC 111 EAST 210TH STREET BRONX,NY10467 13-3952750	INTEG PROVR ASSOC	NY	NA	C Corporation				Yes
(5) BRONX ACCOUNTABLE CARE NETWORK IPA INC 111 EAST 210TH STREET BRONX,NY10467 30-0689571	INTEG PROVR ASSOC	NY	NA	C Corporation				Yes
(6) MONTEFIORE CONSOLIDATED VENTURES INC 11 EAST 210TH STREET BRONX,NY10467 61-1728539	HOLDING COMPANY	NY	NA	C Corporation				Yes
(7) MONTEFIORE INSURANCE COMPANY INC 111 EAST 210TH STREET BRONX,NY10467 32-0436594	INACTIVE	NY	NA	C Corporation				Yes
(8) HUDSON VALLEY IPA INC 111 EAST 210TH STREET BRONX,NY10467 38-3978087	INTEG PROVR ASSOC	NY	NA	C Corporation				Yes
(9) MONTEFIORE INNOVATIONS INC 111 EAST 210TH STREET BRONX,NY10467 47-5106910	HOLDING COMPANY	NY	NA	C Corporation				Yes
(10) HIGHLAND MEDICAL PC 160 NORTH MIDLAND AVENUE NYACK,NY10960 13-4034481	HEALTHCARE SERV.	NY	NA	C Corporation				Yes
(11) WHITE PLAINS MEDICAL DIAGNOSTIC SERV PC 41 EAST POST ROAD WHITE PLAINS,NY10601 45-3164626	HEALTHCARE SERV	NY	NA	C Corporation				Yes
(12) CANCER & BLOOD MEDICAL SERV OF NY PC 41 EAST POST ROAD WHITE PLAINS,NY10601 46-2021804	HEALTHCARE SERV.	NY	NA	C Corporation				Yes
(13) DAVIS AVENUE CORP DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 13-3331643	PROPERTY HOLDING	NY	NA	C Corporation				Yes
(14) WHITE PLAINS MANAGEMENT CO INC 41 EAST POST ROAD WHITE PLAINS,NY10601 13-3331641	PROPERTY HOLDING	NY	NA	C Corporation				Yes
(15) WPHC BUILDING CORP 41 EAST POST ROAD WHITE PLAINS,NY10601 13-3676932	PROPERTY HOLDING	NY	NA	C Corporation				Yes
(16) UNIVERSITY BEHAVIORAL ASSOCIATES INC 111 EAST 210TH STREET BRONX,NY10467 13-3877781	MANAGEMENT SERV.	NY	NA	C Corporation				Yes
(17) WHITE PLAINS MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 81-5369152	HEALTHCARE SERV.	NY	NA	C Corporation				Yes
(18) WHITE PLAINS PHYSICIAN SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 81-5309615	HEALTHCARE SERV.	NY	NA	C Corporation				Yes
(19) CHARITABLE REMAINDER TRUST (4) 111 EAST 210TH STREET BRONX,NY10467 11-1111111	CHAR REMR TRUST	NY	NA	Trust				Yes
(20) CRHT ACQUISITION INC 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN,NY10591 81-5220651	HOLDING COMPANY	NY	NA	C Corporation				Yes
(21) QUANTUM BIOTHERAPEUTICS LLC 111 EAST 210TH STREET BRONX,NY10467 61-1793667	INACTIVE	NY	NA	C Corporation				Yes
(22) WHITE PLAINS PHYSICIAN MEDICAL SERV PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 83-0519787	INACTIVE	NY	NA	C Corporation				Yes
(23) EAST POST ROAD MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 83-0535258	HEALTHCARE SERV.	NY	NA	C Corporation				Yes
(24) EAST POST ROAD PHYSICIAN SERV PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 83-0563325	INACTIVE	NY	NA	C Corporation				Yes
(25) DAVIS AVENUE MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 83-0579310	INACTIVE	NY	NA	C Corporation				Yes
(26) WPH HOLDINGS INC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS,NY10601 83-3893119	HOLDING COMPANY	NY	NA	C Corporation				Yes
(27) INNOVATOR ACQUSITION CORP 111 EAST 210TH STREET BRONX,NY104672401 83-3394059	HOLDING COMPANY	NY	NA	C Corporation				Yes
(28) PY DEVELOPMENT CORP (REIT) 41 EAST POST ROAD DAVID AVE WHITE PLAINS,NY10601 86-3880241	REIT	NY	NA	Trust				Yes
(29) SPECIALTY SURGEONS OF CONNECTICUT PC 555 SOUTH BROADWAY TARRYTOWN,NY10591 87-1352135	HEALTHCARE SERV.	CT	NA	C Corporation				Yes
(30) CMO THE CARE MANAGEMENT COMPANY LLC 111 EAST 210TH STREET BRONX,NY10467 13-3991307	CARE MANAGEMENT	NY	NA	C Corporation				Yes
(31) Hudson River Medical Practice PLLC 497 Greenwich St New York,NY10013 92-2939271	HEALTHCARE SERVICES	NY	NA	C Corporation				Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) MONTEFIORE HEALTH SYSTEM INC	A	3,562,240	MARKET RATE
(2) MMC CORPORATION	A	2,888,509	MARKET RATE
(3) WHITE PLAINS HOSPITAL MEDCIAL CENTER	A	8,540,779	MARKET RATE
(4) MONTEFIORE NYACK HOSPITAL	A	286,157	MARKET RATE
(5) ALBERT EINSTEIN COLLEGE OF MEDICINE	B	110,000,000	COST
(6) MONTEFIORE HEALTH SYSTEM INC	J	8,441,105	COST
(7) CMO THE CARE MANAGEMENT COMPANY LLC	J	1,699,266	COST
(8) UNIVERSITY BEHAVIORAL ASSOCIATES INC	J	1,719,202	COST
(9) MONTEFIORE NEW ROCHELLE HOSPITAL	J	1,424,851	MARKET VALUE
(10) MONTEFIORE MOUNT VERNON HOSPITAL	J	157,539	COST
(11) MONTEFIORE EINSTEIN ADVANCED CARE	J	7,974,225	COST
(12) THE WINIFRED MASTERSON BURKE REHAB HOSPITAL	J	895,391	COST
(13) ALBERT EINSTEIN COLLEGE OF MEDICINE	K	258,459	COST
(14) MONTEFIORE RESIDENTIAL CORP I INC	K	2,986,919	MARKET RATE
(15) MONTEFIORE HOSPITAL HOUSING SECTION II INC	K	353,484	MARKET RATE
(16) MMC CORPORATION	K	6,570,000	COST
(17) THE WINIFRED MASTERSON BURKE REHAB HOSPITAL	K	271,952	MARKET RATE
(18) ALBERT EINSTEIN COLLEGE OF MEDICINE	L	2,645,054	COST
(19) THE MONTEFIORE IPA INC	L	28,121,000	COST
(20) CMO THE CARE MANAGEMENT COMPANY LLC	L	1,835,772	COST
(21) MONTEFIORE RESIDENTIAL CORP I INC	L	62,900	COST
(22) MONTEFIORE HOSPITAL HOUSING SECTION II INC	L	179,347	COST
(23) MONTEFIORE NEW ROCHELLE HOSPITAL	L	1,795,529	COST
(24) MONTEFIORE MOUNT VERNON HOSPITAL	L	2,339,863	COST
(25) SCHAFFER EXTENDED CARE CENTER	L	158,218	COST
(26) MONTEFIORE EINSTEIN ADVANCED CARE	L	539,799	COST
(27) THE WINIFRED MASTERSON BURKE REHAB HOSPITAL	L	843,794	COST
(28) ST LUKE'S CORNWALL HOSPITAL	L	909,410	COST
(29) WHITE PLAINS HOSPITAL MEDCIAL CENTER	L	1,549,093	COST
(30) MONTEFIORE NYACK HOSPITAL	L	859,401	COST
(31) MOSHOLU PRESERVATION CORPORATION	L	71,707	COST
(32) MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM	M	37,439,824	COST
(33) MONTEFIORE HEALTH SYSTEM INC	M	290,222,402	COST
(34) ALBERT EINSTEIN COLLEGE OF MEDICINE	M	2,889,591	COST
(35) UNIVERSITY BEHAVIORAL ASSOCIATES INC	M	6,736,706	COST
(36) SCHAFFER EXTENDED CARE CENTER	M	1,558,532	COST
(37) THE WINIFRED MASTERSON BURKE REHAB HOSPITAL	M	572,406	COST
(38) ST LUKE'S CORNWALL HOSPITAL	M	5,221,743	COST
(39) WHITE PLAINS HOSPITAL MEDCIAL CENTER	M	5,098,386	COST
(40) MONTEFIORE NYACK HOSPITAL	M	1,967,224	COST
(41) ALBERT EINSTEIN COLLEGE OF MEDICINE	N	694,188	COST
(42) MONTEFIORE HOSPITAL HOUSING SECTION II INC	N	1,135,641	COST
(43) MONTEFIORE HEALTH SYSTEM INC	O	775,347	COST
(44) ALBERT EINSTEIN COLLEGE OF MEDICINE	O	28,640,070	COST
(45) CMO THE CARE MANAGEMENT COMPANY LLC	O	57,581	COST
(46) UNIVERSITY BEHAVIORAL ASSOCIATES INC	O	70,234	COST
(47) MONTEFIORE INNOVATIONS INC	O	1,244,795	COST
(48) MONTEFIORE CERC OPERATIONS INC	O	3,314,406	COST
(49) MONTEFIORE EINSTEIN ADVANCED CARE	O	1,731,287	COST
(50) MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM	P	4,019,916	COST
(51) MONTEFIORE HEALTH SYSTEM INC	P	19,213,275	COST
(52) ALBERT EINSTEIN COLLEGE OF MEDICINE	P	6,934,180	COST
(53) CMO THE CARE MANAGEMENT COMPANY LLC	P	2,174,892	COST
(54) MONTEFIORE RESIDENTIAL CORP I INC	P	1,391,952	COST
(55) MONTEFIORE NEW ROCHELLE HOSPITAL	P	128,173	COST
(56) MONTEFIORE EINSTEIN ADVANCED CARE	P	3,946,518	COST
(57) MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM	Q	9,286,769	COST
(58) MONTEFIORE HEALTH SYSTEM INC	Q	242,596,771	COST
(59) ALBERT EINSTEIN COLLEGE OF MEDICINE	Q	7,917,178	COST
(60) CMO THE CARE MANAGEMENT COMPANY LLC	Q	43,436,175	COST
(61) MONTEFIORE RESIDENTIAL CORP I INC	Q	2,883,345	COST
(62) MONTEFIORE HOSPITAL HOUSING SECTION II INC	Q	7,097,001	COST
(63) UNIVERSITY BEHAVIORAL ASSOCIATES INC	Q	31,384,712	COST
(64) MOSHOLU PRESERVATION CORPORATION	Q	625,206	COST
(65) MMC GI HOLDINGS EAST INC	Q	380,016	COST
(66) MMC GI HOLDINGS WEST INC	Q	322,344	COST
(67) MONTEFIORE INNOVATIONS INC	Q	1,212,030	COST
(68) MMC CORPORATION	Q	365,589	COST
(69) MONTEFIORE CERC OPERATIONS INC	Q	1,652,522	COST
(70) MONTEFIORE NEW ROCHELLE HOSPITAL	Q	952,785	COST
(71) MONTEFIORE MOUNT VERNON HOSPITAL	Q	135,033	COST
(72) MONTEFIORE EINSTEIN ADVANCED CARE	Q	46,657,390	COST
(73) MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM	R	936,480	COST
(74) MONTEFIORE HEALTH SYSTEM INC	R	17,594,340	CASH
(75) CMO THE CARE MANAGEMENT COMPANY LLC	R	31,574,803	COST
(76) MONTEFIORE HEALTH SYSTEM INC	S	7,983,841	COST
(77) MMC CORPORATION	S	1,727,660	CASH
(78) WHITE PLAINS HOSPITAL MEDCIAL CENTER	S	8,333,958	CASH
(79) MONTEFIORE NYACK HOSPITAL	S	584,406	COST

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v5.1

1	Briefly describe the organization’s mission or most significant activities: TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	34
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	32
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	22,072
6	Total number of volunteers (estimate if necessary) .............	6	1,133
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	10,225,800
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) .........	186,385,585	91,722,258
9	Program service revenue (Part VIII, line 2g) .........	4,328,849,238	4,901,267,094
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	59,173,371	45,091,324
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	16,483,084	19,416,979
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,590,891,278	5,057,497,655
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,400,492	2,349,206
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,715,363,809	2,923,177,538
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 6,527,107
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,936,479,852	2,077,796,182
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,653,244,153	5,003,322,926
19	Revenue less expenses. Subtract line 18 from line 12.......	-62,352,875	54,174,729
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,574,684,802	4,597,467,871
21	Total liabilities (Part X, line 26).............	4,708,503,188	4,766,124,678
22	Net assets or fund balances. Subtract line 21 from line 20.....	-133,818,386	-168,656,807

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,998,227,906 including grants of $ 0 ) (Revenue $ 4,661,219,416 )
	PATIENT CARE DOING MORE - IT'S HOW WE CREATED OUR HISTORY OF FIRSTS. IT'S WHY WE DEVELOPED THE WORLD'S FIRST TRANSVENOUS CARDIAC PACEMAKER AND PERFORMED THE WORLD'S FIRST CORONARY BYPASS. DOING MORE PUT US AT THE FOREFRONT OF TREATING CANCER WITH HIGHLY TARGETED THERAPIES. IT MADE US ONE OF ONLY A FEW HOSPITALS IN THE U.S. PERFORMING SURGERIES ON BABIES BEFORE THEY'RE BORN. IT BUILT ONE OF THE MOST ACTIVE AND SUCCESSFUL TRANSPLANT CENTERS IN THE COUNTRY. DOING MORE - IT'S HOW WE ARE CREATING THE FUTURE OF HEALTHCARE. ESTABLISHED IN 1884 AS A HOSPITAL FOR PATIENTS WITH CHRONIC ILLNESSES, MONTEFIORE IS A FULL-SERVICE INTEGRATED HEALTHCARE DELIVERY SYSTEM SERVING A LARGE AND COMPLEX URBAN POPULATION, A DISTINGUISHED ACADEMIC MEDICAL CENTER WITH RENOWNED FACULTY, AN INNOVATIVE RESEARCH CENTER PIONEERING SCIENTIFIC BREAKTHROUGHS AND MEDICAL "FIRSTS AN EXCEPTIONALLY DEDICATED COMMUNITY PARTNER WITH AN UNPARALLELED ROSTER OF INNOVATIVE PROGRAMS AND SERVICES THAT ADDRESS NEEDS RANGING FAR BEYOND MEDICAL CARE. MONTEFIORE'S MISSION IS TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES IT SERVES. TO THIS MISSION MONTEFIORE BRINGS A UNIQUE SYNERGY OF STRENGTHS AND RESOURCES. THE MONTEFIORE DELIVERY SYSTEM OFFERS A FULL RANGE OF HEALTHCARE SERVICES (PREVENTIVE, PRIMARY, SPECIALTY, ACUTE AND POST ACUTE) TO THE NEARLY 2 MILLION RESIDENTS OF THE BRONX, NEW YORK AND NEARBY WESTCHESTER COUNTY. MONTEFIORE ALSO SERVES AS A TERTIARY CARE REFERRAL CENTER FOR PATIENTS ACROSS THE METROPOLITAN AREA, THE NATION AND THE WORLD, AND IS KNOWN FOR ADVANCED CARE IN NUMEROUS SPECIALTIES, INCLUDING CARDIOLOGY AND CARDIAC SURGERY, CANCER CARE, CHILDREN'S HEALTH, TISSUE AND ORGAN TRANSPLANTATION, WOMEN'S HEALTH, SURGERY AND SURGICAL SUBSPECIALTIES. MONTEFIORE COMBINES ITS DEEP COMMITMENT TO THE COMMUNITY WITH NATIONALLY-RENOWNED EXPERTISE TO REACH PEOPLE AT CONVENIENT LOCATIONS. THROUGH THE MONTEFIORE SCHOOL HEALTH PROGRAM (THE LARGEST AND MOST COMPREHENSIVE SCHOOL-BASED HEALTH PROGRAM IN THE COUNTRY), PRIMARY CARE AT HOME PROGRAMS, MOBILE MEDICAL AND DENTAL HEALTH VANS AND HEALTH EDUCATION INITIATIVES, MONTEFIORE PROVIDES PRIMARY CARE SERVICES IN NON-TRADITIONAL SETTINGS. MONTEFIORE IS INCREASINGLY RECOGNIZED FOR ITS SUCCESS IN DELIVERING HIGH-QUALITY CARE TO A LARGE URBAN COMMUNITY, HARNESSING THE POWER OF HEALTH INFORMATION TECHNOLOGY AND USING CARE MANAGEMENT TOOLS TO IMPROVE QUALITY, SAFETY AND OUTCOMES WHILE CONTROLLING COSTS. TO HELP PATIENTS, ESPECIALLY THOSE WITH CHRONIC DISEASES, ACHIEVE A BETTER QUALITY OF LIFE AND REDUCED HOSPITALIZATIONS, MONTEFIORE GOES BEYOND THE FRAGMENTED FEE-FOR-SERVICE PAYMENT SYSTEM, ASSUMING TOTAL RESPONSIBILITY FOR THE QUALITY AND COSTS OF CARE FOR SOME OF ITS SICKEST PATIENTS. THROUGH THE MONTEFIORE IPA, INC. (MIPA), THE CARE MANAGEMENT COMPANY, LLC (CMO) AND BRONX ACCOUNTABLE HEALTHCARE NETWORK IPA, INC., DBA MONTEFIORE ACCOUNTABLE CARE ORGANIZATION IPA (ACO), A GLOBAL PREPAYMENT STRATEGY IS USED TO MANAGE CARE OVER THE CONTINUUM, INCLUDING HOSPITAL CARE, REHABILITATION, OUTPATIENT CARE, PROFESSIONAL SERVICES, REMOTE PATIENT MONITORING AND OTHER PROGRAMS. AT THE CENTER OF THE MEDICAL SYSTEM ARE SIX MAIN CAMPUSES WITH A TOTAL OF 1,558 LICENSED BEDS THAT PROVIDED OVER 78,700 INPATIENT ADMISSIONS IN 2022, INCLUDING OVER 3,800 BIRTHS AND EXTENSIVE AMBULATORY CARE SERVICES: - THE 680 BED HENRY AND LUCY MOSES DIVISION; - THE 421 BED JACK D. WEILER HOSPITAL OF ALBERT EINSTEIN COLLEGE OF MEDICINE; - THE 136 BED CHILDREN'S HOSPITAL AT MONTEFIORE, RECOGNIZED AS ONE OF "AMERICA'S BEST CHILDREN'S HOSPITALS" IN U.S. NEWS & WORLD REPORT'S RANKINGS; - THE 321 BED WAKEFIELD DIVISION (FORMERLY THE NORTH DIVISION RENAMED TO REFLECT ITS ANCHOR ROLE IN THE COMMUNITY); - MONTEFIORE WESTCHESTER SQUARE (THE FORMER NEW YORK WESTCHESTER SQUARE HOSPITAL) OPERATING AS A FREE STANDING EMERGENCY DEPARTMENT AND AMBULATORY SURGERY FACILITY; - THE MONTEFIORE HUTCHINSON CAMPUS - THE INNOVATIVE "HOSPITAL WITHOUT BEDS" PROVIDING WORLD-CLASS TREATMENT WITH THE LATEST TECHNOLOGY AND THE BEST OF MULTIDISCIPLINARY APPROACH TO CARE, ENABLING PATIENTS TO BE TREATED EFFECTIVELY AND SAFELY WITHOUT HOSPITALIZATION. MONTEFIORE ALSO OPERATES EXTENSIVE AMBULATORY CARE SERVICES CONNECTED BY A ROBUST HEALTH INFORMATION TECHNOLOGY SYSTEM THROUGH A NETWORK OF MORE THAN 175 LOCATIONS - FROM COMMUNITY-BASED AMBULATORY CARE CENTERS TO SCHOOL-BASED HEALTH CENTERS TO MOBILE CLINICS: - MONTEFIORE'S EMERGENCY DEPARTMENTS, AMONG THE BUSIEST IN THE NATION, TREATS MORE THAN 286,000 PATIENTS ANNUALLY; - THE HOSPITAL BASED CLINICS PROVIDES OVER 430,000 VISITS A YEAR; - THE PHYSICIAN PRACTICES PROVIDES MORE THAN 1.5 MILLION OFFICE VISITS ANNUALLY; - MONTEFIORE MEDICAL GROUP, A NETWORK WITH OVER 350 DISTINGUISHED PHYSICIANS SUPPORTED BY A DEDICATED TEAM OF NURSES, HEALTH EDUCATORS AND OTHER HIGHLY-QUALIFIED MEDICAL PROFESSIONALS, WORKING AT MORE THAN 20 COMMUNITY BASED LOCATIONS THROUGHOUT THE BRONX AND WESTCHESTER PROVIDES OVER 659,000 VISITS A YEAR; - MONTEFIORE HOME CARE PROGRAM PROVIDES OVER 205,000 VISITS EACH YEAR TO HOMEBOUND PATIENTS; - THE MONTEFIORE SCHOOL HEALTH PROGRAM, THE LARGEST IN THE NATION, WITH 31 SCHOOL-BASED HEALTH CENTERS SERVING MORE THAN 20,500 CHILDREN ANNUALLY; - THE MONTEFIORE SUBSTANCE ABUSE AND TREATMENT PROGRAM OPERATING MULTIPLE SUBSTANCE ABUSE TREATMENT SITES OFFERING DRUG TREATMENT AND REHABILITATION SERVICES AND COMPREHENSIVE PRIMARY CARE TO RECOVERING ABUSERS IN COMMUNITIES ACROSS THE BRONX; - TARGETED OUTREACH SERVICES TO AT-RISK POPULATIONS INCLUDING PROGRAMS SERVING THE HOMELESS AND VICTIMS OF DOMESTIC VIOLENCE, MOTHERS AT RISK OF PREMATURE BIRTH, AS WELL AS SERVICES TO HOMEBOUND AND/OR FRAGILE SENIORS IN COMMUNITY-BASED SETTINGS THROUGHOUT THE BRONX. AT THE INTERSECTION OF ALBERT EINSTEIN COLLEGE OF MEDICINE AND MONTEFIORE ARE CENTERS OF EXCELLENCE IN CANCER CARE, CARDIOVASCULAR SERVICES, THE CHILDREN'S HOSPITAL, TRANSPLANTATION AND NEUROSCIENCES. IN THESE CENTERS, RENOWNED INVESTIGATORS AND MULTIDISCIPLINARY CLINICAL TEAMS COLLABORATE TO DEVELOP AND DELIVER THE ADVANCED, INNOVATIVE CARE AVAILABLE ONLY AT PREMIER ACADEMIC MEDICAL CENTERS AND THE SEAMLESS CONTINUUM OF SERVICES THAT ENSURES AN IDEAL PATIENT EXPERIENCE. MONTEFIORE MEDICAL CENTER IS GUIDED BY A MISSION TO PROVIDE HIGH QUALITY CARE FOR ALL ITS PATIENTS, INCLUDING THOSE IN OUR SERVICE AREA WHO LACK HEALTH INSURANCE COVERAGE AND WHO CANNOT PAY FOR ALL OR PART OF THE ESSENTIAL CARE THEY RECEIVE. THE MEDICAL CENTER IS COMMITTED TO MAINTAINING CHARITY CARE POLICIES THAT ARE CONSISTENT WITH ITS MISSION AND VALUES OF ADVANCING THE HEALTH OF THE COMMUNITIES THAT IT SERVES IN PROVIDING ONE STANDARD OF EXCELLENT CARE TO ALL PATIENTS REGARDLESS OF THEIR BACKGROUND OR ABILITY TO PAY. FOR MORE THAN 100 YEARS, MONTEFIORE HAS BEEN A LEADER IN INNOVATIONS, NEW TREATMENTS, NEW PROCEDURES AND NEW APPROACHES TO PATIENT CARE THAT HAS PRODUCED STELLAR OUTCOMES AND HELPED TO RAISE THE BAR FOR MEDICAL CENTERS IN THE REGION AND NATIONALLY. AS MONTEFIORE BUILDS ON THIS MOMENTUM AND THESE ACCOMPLISHMENTS, WE CONTINUE TO STRIVE TO ADVANCE THE PRACTICE OF MEDICINE AND SET THE STANDARDS FOR EXCELLENCE.

4b	(Code: ) (Expenses $ 404,924,442 including grants of $ 798,323 ) (Revenue $ 240,047,678 )
	MEDICAL EDUCATION & RESEARCH MEDICAL EDUCATION MONTEFIORE IS THE UNIVERSITY HOSPITAL FOR ALBERT EINSTEIN COLLEGE OF MEDICINE, ONE OF THE NATION'S PREMIER INSTITUTIONS FOR MEDICAL EDUCATION, BASIC RESEARCH AND CLINICAL INVESTIGATIONS. THIS STRONG ALIGNMENT ENABLES MONTEFIORE TO ADVANCE CLINICAL AND TRANSLATIONAL RESEARCH RESULTS MORE RAPIDLY TO THE BEDSIDE AND TO THE MEDICAL COMMUNITY, AND EDUCATE THE NEXT GENERATION OF PHYSICIANS, HEALTHCARE LEADERS AND INVESTIGATORS. IN PLACE ARE EXTENSIVE TRAINING PROGRAMS FOR MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THROUGH THE SECOND-LARGEST MEDICAL RESIDENCY PROGRAM IN THE COUNTRY, MONTEFIORE PROVIDES POSTGRADUATE CLINICAL TRAINING TO MORE THAN 1,250 RESIDENTS ACROSS 89 ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS. OUR PROGRESSIVE FOCUS ON COMPREHENSIVE RATHER THAN FRAGMENTED CARE PROVIDES THE IDEAL TRAINING GROUND FOR HEALTHCARE LEADERS OF THE FUTURE. TO REMAIN ON THE CUTTING-EDGE OF TRAINING, WE DEVELOP AND EXPAND PROGRAMS THAT ADVANCE TEAMWORK, COMMUNICATION AND DECISION-MAKING PROVIDING THE DOCTORS OF TOMORROW A UNIQUE OPPORTUNITY FOR EDUCATION AND TRAINING IN ONE OF THE MOST DIVERSE URBAN AREAS IN THE COUNTRY CARING FOR A GLOBAL POPULATION WHERE THE DISEASE BURDEN IS HIGH AND THE NEED FOR QUALITY CARE IS GREAT. THESE PROGRAMS, COUPLED WITH MONTEFIORE'S MISSION AND VISION DRAW RESIDENTS FROM TOP MEDICAL SCHOOLS WHO ARE PARTICULARLY COMMITTED TO INCREASING ACCESS TO EXCELLENT CARE IN AN UNDERSERVED POPULATION. MONTEFIORE IS DEDICATED TO CULTIVATING THE ETHICAL AND PROFESSIONAL DEVELOPMENT OF ALL OF ITS TRAINEES. MONTEFIORE'S PHYSICIANS ARE AT THE FOREFRONT OF THEIR FIELDS, ACTIVELY MENTORING AND CULTIVATING A NEW GENERATION OF PHYSICIANS AND SCIENTISTS COMMITTED TO OUR MISSION AND VALUES OF ADVANCING THE FRONT LINE OF HEALTH AND LEADING THE WAY IN TWENTY-FIRST CENTURY MEDICINE AND PATIENT CARE. MONTEFIORE TRAINING EXPERIENCE - CLINICALLY ADVANCED AND GROUNDED IN OUR ORGANIZATIONAL VALUES OF HUMANITY, INNOVATION, TEAMWORK AND EQUITY - EXTENDS TO ALL DISCIPLINES. ON AN AVERAGE OVER 1,750 UNDERGRADUATE AND GRADUATE NURSING STAFF TRAIN AT MONTEFIORE AS DID HUNDREDS OF SOCIAL WORKERS, NUTRITIONISTS AND PHARMACISTS. MONTEFIORE TRAINING ALSO EXTENDS BEYOND THE GRADUATE LEVEL. THE CENTER FOR CONTINUING MEDICAL EDUCATION (CCME) AT MONTEFIORE MEDICAL CENTER AND ALBERT EINSTEIN COLLEGE OF MEDICINE, FOUNDED IN 1976, IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME). THE CENTER HAS PROVIDED HUNDREDS OF CME ACTIVITIES AND CME CREDITS TO THOUSANDS OF PRACTITIONERS. RECOGNIZING THE VITAL IMPORTANCE OF DEVELOPING AND EMBRACING INNOVATIVE TECHNIQUES AND TREATMENTS, MONTEFIORE IS COMMITTED TO THE UTILIZATION OF RESOURCES FOR THE ADVANCEMENT OF PHYSICIANS' EDUCATION AND DELIVERY OF CARE. RESEARCH MONTEFIORE'S LARGE BIOMEDICAL AND CLINICAL RESEARCH INITIATIVES INCLUDE INQUIRY INTO A RANGE OF MEDICAL AND HEALTH CARE DELIVERY ISSUES, INCLUDING BASIC RESEARCH INTO THE FUNDAMENTAL PROCESS OF DISEASE AND ITS TREATMENT IN HUMANS, CLINICAL TRIALS AND RELATED CLINICAL RESEARCH AND RESEARCH INTO THE ORGANIZATION AND MANAGEMENT OF HEALTH CARE SERVICES. MONTEFIORE IS AMONG 38 ACADEMIC MEDICAL CENTERS NATIONWIDE, AT THAT TIME, TO BE AWARDED THE PRESTIGIOUS CLINICAL AND TRANSLATIONAL SCIENCE AWARD (CTSA) BY THE NATIONAL INSTITUTES OF HEALTH (NIH). THE NATIONAL INSTITUTES OF HEALTH, ALONG WITH OTHER FEDERAL, STATE AND OTHER FUNDING, SUPPORTS RESEARCH IN SUCH AREAS AS AIDS, ONCOLOGY, PEDIATRICS, ANESTHESIOLOGY, EMERGENCY MEDICINE, NEUROLOGY, PATHOLOGY, SOCIAL MEDICINE AND OTHER CLINICAL PROGRAMS. MONTEFIORE AND EINSTEIN ARE ALIGNED AROUND SHARED GOALS, WITH SPECIAL EMPHASIS ON ADVANCING CLINICAL AND TRANSLATIONAL RESEARCH TO ACCELERATE THE PACE AT WHICH NEW DISCOVERIES BECOME THE TREATMENTS AND THERAPIES OF TODAY. AT THE HEART OF MONTEFIORE MEDICAL CENTER'S PIONEERING RESEARCH INITIATIVES IS ITS UNIQUE PARTNERSHIP WITH ALBEERT EINSTEIN COLLEGE OF MEDICINE. SINCE 1963, MONTEFIORE HAS SERVED AS THE UNIVERSITY HOSPITAL OF ALBERT EINSTEIN COLLEGE OF MEDICINE (EINSTEIN), A POWERFUL COLLABORATION BETWEEN TWO OF THE NATION'S PREEMINENT MEDICAL INSTITUTIONS THAT FOSTERS THE CREATION OF KNOWLEDGE BY ATTRACTING WORLD-RENOWNED LEADERS IN THEIR FIELDS AND PROMOTING OPPORTUNITIES FOR BASIC TRANSLATIONAL AND CLINICAL RESEARCH. THIS BOND WAS STRENGTHEN FURTHER IN 2015 WHEN MONTEFIORE ASSUMED OPERATIONAL AND FINANCIAL CONTROL OF THE COLLEGE AND, MORE RECENTLY, WHEN MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM, INC., THE PARENT ORGANIZATION OF THE MONTEFIORE HEALTH SYSTEM, INC., BECAME THE SOLE MEMBER OF THE COLLEGE. MONTEFIORE AND EINSTEIN TOGETHER HAVE SUCCESSFULLY COLLABORATED TO SECURE A NATIONAL INSTITUTE OF HEALTH FUNDED $22.5 MILLION CLINICAL AND TRANSLATIONAL SCIENCE AWARD TO CREATE A RESEARCH INFRASTRUCTURE TO SUPPORT AND PROMOTE CLINICAL AND TRANSLATIONAL RESEARCH. MONTEFIORE RESEARCHERS ARE CURRENTLY INVOLVED IN MORE THAN 500 CLINICAL TRIALS AND RESEARCH STUDIES, HELPING TO TRANSLATE SCIENTIFIC BREAKTHROUGHS INTO CUTTING EDGE DIAGNOSTICS AND INNOVATIVE TREATMENTS.

4c	(Code: ) (Expenses $ 83,005,923 including grants of $ 1,550,883 ) (Revenue $ 0 )
	COMMUNITY SERVICES SERVICES TO THE COMMUNITY ARE AN EXPLICIT AND ESSENTIAL COMPONENT OF MONTEFIORE'S MISSION AND ONE OF ITS MOST VALUED TRADITIONS. THE MEDICAL CENTER HAS A LONG HISTORY OF REACHING BEYOND THE WALLS OF ITS HOSPITALS TO IDENTIFY AND MEET THE NEEDS OF ITS COMMUNITY AND HAS BEEN A NATIONAL LEADER IN ORGANIZING AND EXPANDING COMMUNITY-BASED SERVICES. MONTEFIORE'S COMMITMENT TO THE COMMUNITY HAS REQUIRED A MULTIFACETED, CONTINUALLY EVOLVING RESPONSE, IN WHICH THE UNIQUE CAPACITIES OF THE ACADEMIC MEDICAL CENTER ARE MOBILIZED TO IMPROVE THE LIVES OF THE PEOPLE AND THE COMMUNITIES SERVED-NOT JUST MEDICALLY, BUT SOCIALLY, ECONOMICALLY AND ENVIRONMENTALLY, WHEREVER AND WHENEVER RESOURCES CAN MAKE A DIFFERENCE. THE MEDICAL CENTER HAS MAINTAINED AND EXPANDED ITS RANGE OF COMMUNITY SERVICES, REACHING OUT TO AND SERVING UN-MET HEALTH NEEDS, INCLUDING THOSE WITH POOR ACCESS TO COMPREHENSIVE PRIMARY CARE, AT-RISK AND HARD TO REACH CHILDREN AND THEIR FAMILIES, UNDERSERVED AND AT-RISK SENIOR CITIZENS, THOSE AFFECTED BY CANCER, THOSE AFFECTED BY THE CONTINUING HIV EPIDEMIC IN THE BRONX, PERSONS WITH OR AT-RISK FOR TUBERCULOSIS INFECTION, PERSONS AFFECTED WITH PROBLEMS OF SUBSTANCE ABUSE, THE HOMELESS, ADULTS AND CHILDREN WITH LIMITED ACCESS TO PRIMARY DENTAL CARE AND THOSE AFFECTED BY CHRONIC HEALTH CARE DISEASES SUCH AS CONGESTIVE HEART FAILURE, DIABETES AND ASTHMA. EMBRACING ITS SOCIAL RESPONSIBILITY TO THE COMMUNITY, MONTEFIORE IS NATIONALLY KNOWN AS A PIONEER IN PROGRAMS THAT ARE TAILORED TO THE SPECIFIC NEEDS OF THE COMMUNITY. MONTEFIORE HAS BEEN IN THE VANGUARD OF INTERVENTION TO COMBAT SUCH CONDITIONS AS HIV DISEASE, TUBERCULOSIS AND LEAD POISONING PREVENTION. MONTEFIORE HAS SHARPENED THE FOCUS ON SUCH ISSUES AS CHILDHOOD OBESITY, DIABETES, IMPROVING COMMUNITY ACCESS TO FRESH, HEALTHY FOODS AT GREEN MARKETS AND REDUCING HEALTHCARE DISPARITIES. MONTEFIORE IS ALIGNING COMPONENTS OF THE DELIVERY SYSTEM TO HELP IMPROVE PUBLIC OUTCOMES AND BUILDING BEHAVIORAL AND POPULATION-BASED RESEARCH TO IDENTIFY BEST PRACTICES. THE COMMUNITY SERVED BY MONTEFIORE, BY SEVERAL MEASURES, FACES MANY CHALLENGES. IT IS RANKED THE POOREST URBAN COUNTY IN THE COUNTRY, LEADS THE NATION IN RATES OF DIABETES AND OBESITY AND OTHER CHRONIC CONDITIONS AND LEADS NEW YORK CITY IN A HOST OF SIGNIFICANT MARKERS: PEOPLE IN "FAIR OR POOR HEALTH", LOW BIRTH WEIGHT, TEEN PREGNANCY, CHILDREN IN POVERTY, DISABLED INDIVIDUALS AND FAMILIES LIVING BELOW THE POVERTY LINE. MONTEFIORE IS CONTINUOUSLY WORKING TO HELP THE COMMUNITY MAINTAIN A SENSE OF SECURITY AND ECONOMIC STABILITY, AS WELL AS TO IMPROVE SUCH QUALITY-OF-LIFE FUNDAMENTALS AS EDUCATION AND AFFORDABLE HOUSING. MONTEFIORE SEEKS TO ADVANCE LIFE IN THE BRONX BEYOND THE TRADITIONAL BOUNDS OF HEALTHCARE, BY LEADING DEVELOPMENT EFFORTS, PROMOTING SAFE AND PRODUCTIVE NEIGHBORHOODS AND TAKING A LEADERSHIP ROLE IN COMMUNITY BUSINESS DEVELOPMENT. MONTEFIORE IS AN ADVOCATE AND PARTNER WITH OUR NEIGHBORS IN THE BRONX, HELPING TO SUSTAIN THE COMMUNITY THAT SUSTAINS US.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses4,486,158,271

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	12,067,890	24,502,149	431,216

1a	Federated campaigns..		1a	124,750
b	Membership dues..		1b
c	Fundraising events..		1c	2,376,461
d	Related organizations		1d
e	Government grants (contributions)		1e	51,904,024

f	All other contributions, gifts, grants, and similar amounts not included above		1f	37,317,023

g	Noncash contributions included in lines 1a - 1f:$		1g	423,759

h Total. Add lines 1a-1f.......		91,722,258

		Business Code
2a	INPATIENT SERVICES	622000	2,722,390,390	2,722,390,390
b	OUTPATIENT SVCS INCLUDING HOME HEALTH	621400	2,089,378,796	2,083,191,986	6,186,810
c	INTERCOMPANY SHARED SERVICES	561439	24,973,786	24,973,786
d	RESEARCH CONTRACTS	541700	19,572,245	19,572,245
e	CARE MANAGEMENT HEALTH HOMES	621900	10,444,930	10,444,930
f	All other program service revenue.		34,506,947	31,609,636	2,897,311	0
g	Total. Add lines 2a–2f .....		4,901,267,094

3 Investment income (including dividends, interest, and othersimilar amounts) ......			45,941,028		648,354	45,292,674
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	4,375,064
b	Less: rental expenses	6b	4,047,993
c	Rental income or (loss)	6c	327,071	0
d	Net rental income or (loss).......			327,071			327,071
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	-849,704
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c	-849,704	0
d	Net gain or (loss).........			-849,704		-36,310	-813,394
8a	Gross income from fundraising events (not including $ 2,376,461of contributions reported on line 1c). See Part IV, line 18 ....
			8a	428,085
b	Less: direct expenses ...		8b	1,195,299
c	Net income or (loss) from fundraising events..			-767,214			-767,214
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	PARKING INCOME		812930	12,753,581			12,753,581
b	CAFETERIA & VENDING MACHINE INCOME		722514	6,335,715			6,335,715
c	LATE FEES		900099	636,948			636,948
d	All other revenue ....			130,878	0	529,635	-398,757
e	Total. Add lines 11a–11d ......			19,857,122
12	Total revenue. See instructions.....			5,057,497,655	4,892,182,973	10,225,800	63,366,624

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	2,349,206	2,349,206
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0	0
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........	0	0	0	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	160,843	160,843	0	0
7	Other salaries and wages........	2,225,874,585	2,050,964,991	171,336,813	3,572,781
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	194,787,029	180,823,632	13,681,503	281,894
9	Other employee benefits .......	321,234,501	290,703,478	29,914,661	616,362
10	Payroll taxes ...........	181,120,580	167,205,181	13,634,474	280,925
11	Fees for services (non-employees):
a	Management ......	12,373,475	12,373,475	0	0
b	Legal .........	12,870,690	6,741,528	6,129,162	0
c	Accounting ...........	977,492	0	977,492	0
d	Lobbying ...........	795,000	795,000	0	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	1,376,833	0	1,376,833	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	232,321,164	187,086,537	44,883,341	351,286
12	Advertising and promotion ....	75,247,665	4,398,505	70,792,207	56,953
13	Office expenses .......	135,077,955	113,171,581	21,659,554	246,820
14	Information technology ......	224,632,123	172,754,455	51,697,830	179,838
15	Royalties ..	0	0	0	0
16	Occupancy ...........	260,390,380	234,281,670	26,079,147	29,563
17	Travel ............	8,378,849	7,153,837	1,134,321	90,691
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0	0	0	0
19	Conferences, conventions, and meetings ....	8,883,321	8,320,883	518,354	44,084
20	Interest ...........	13,754,914	13,754,554	360	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization ..	143,639,614	143,637,170	2,444	0
23	Insurance ...	95,966,411	89,193,564	6,772,847	0
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	704,043,276	702,634,964	1,408,087	225
b	MEMBERSHIP DUES	67,478,749	43,401,890	23,376,492	700,367
c	SHARED SERVICES	38,624,969	38,621,559	0	3,410
d	PATIENT TRANSPORTATION	8,363,364	8,363,364	0	0
e	All other expenses	32,599,938	7,266,404	25,261,626	71,908
25	Total functional expenses. Add lines 1 through 24e	5,003,322,926	4,486,158,271	510,637,548	6,527,107
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 ........			129,738	1	117,992
2	Savings and temporary cash investments .........			237,026,891	2	408,956,832
3	Pledges and grants receivable, net ......			74,559,717	3	20,199,513
4	Accounts receivable, net .............			283,238,548	4	441,735,712
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 ...........			417,241,326	7	398,463,471
8	Inventories for sale or use ............			47,324,466	8	55,111,423
9	Prepaid expenses and deferred charges ......			24,938,493	9	20,999,887
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,839,778,503
b	Less: accumulated depreciation	10b	2,806,165,801	1,084,984,531	10c	1,033,612,702
11	Investments—publicly traded securities .			1,037,347,465	11	858,264,989
12	Investments—other securities. See Part IV, line 11 .....			468,564,766	12	533,183,859
13	Investments—program-related. See Part IV, line 11 ..			20,397,072	13	23,742,011
14	Intangible assets ...............			430,000	14	430,000
15	Other assets. See Part IV, line 11 ...........			878,501,789	15	802,649,480
16	Total assets. Add lines 1 through 15 (must equal line 33)...			4,574,684,802	16	4,597,467,871

17	Accounts payable and accrued expenses .....	978,091,646	17	900,457,370
18	Grants payable ...		18
19	Deferred revenue .........	23,102,289	19	26,897,292
20	Tax-exempt bond liabilities .........	763,861,238	20	750,217,628
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
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 ..	1,572,053,781	23	1,559,390,877
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	1,371,394,234	25	1,529,161,511
26	Total liabilities. Add lines 17 through 25..	4,708,503,188	26	4,766,124,678

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-236,160,887	27	-270,238,701
28	Net assets with donor restrictions ...........	102,342,501	28	101,581,894
	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 ...........	-133,818,386	32	-168,656,807
33	Total liabilities and net assets/fund balances ........	4,574,684,802	33	4,597,467,871

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No