2023-11-13T10:22:55-06:00 2022-12-31 WithumSmithBrown PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990 2022-01-01 135562377 VISITING NURSE ASSOCIATION HEALTH CARE SERVICES INC % DAVID MURRAY VISI 7188163510 669 CASTLETON AVENUE STATEN ISLAND NY 10301 DAVID MURRAY SVP/CFO 7188163510 2023-11-07 true DAVID MURRAY 999009999 HAYLEY L STOUT CPA P01293083 9738989494 2023-11-07 3 2022 2023-04-26 12:10:37Z HOPE ILICETO RN 669 CASTLETON AVENUE STATEN ISLAND NY 10301 10066002 false X www.vnasi.org X 1928 NY TO PROVIDE THE HIGHEST QUALITY THERAPEUTIC, SUPPORT AND PREVENTIVE HEALTH CARE SERVICES OUTSIDE THE HOSPITAL SETTING AS AN INDEPENDENT HEALTH CARE AGENCY. 6 3 200 3 0 0 2880236 59258 8950521 9984868 4784 21876 0 0 11835541 10066002 0 0 0 0 6897977 6676003 0 0 0 4465460 4323303 11363437 10999306 472104 -933304 2359689 3901027 1800345 4274987 559344 -373960 TO PROVIDE THE HIGHEST QUALITY THERAPEUTIC, SUPPORT AND PREVENTIVE HEALTH CARE SERVICES OUTSIDE THE HOSPITAL SETTING AS AN INDEPENDENT HEALTH CARE AGENCY. false false 9610469 0 9984868 EXPENSES INCURRED IN PROVIDING HOME CARE VISITS TO PATIENTS OVER THE COURSE OF THE YEAR. SERVICES PROVIDED INCLUDE SKILLED NURSING, PHYSICAL, OCCUPATIONAL AND OTHER THERAPIES, HOME HEALTH AIDES AND PERSONAL CARE WORKERS. THE AGENCY IS REIMBURSED FOR THESE SERVICES PRINCIPALLY BY MEDICARE, MEDICAID AND INSURANCE COMPANIES AND/OR INDIVIDUALS. 9610469 true true false false false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 56 0 true 200 true false false false false false false false false false false false false X 6 3 false false true false true true true true true false false true true true true true true true true false NY X DAVID MURRAY 7188183295 355 BARD AVENUE STATEN ISLAND NY 10310 X DANIEL J MESSINA PHD MPA SECRETARY - DIRECTOR 55.0 0.0 X X 0 1125470 221121 DAVID MURRAY MBA FHFMA TREASURER - DIRECTOR - SVP/CFO 55.0 0.0 X X 0 498897 92831 HOPE ILICETO RN PRESIDENT & CEO 55.0 0.0 X 0 234928 58425 MAHFUZUL KHAN RN REGISTERED NURSE 55.0 0.0 X 156773 0 2094 LORI ANN YOFFREDO PATIENT SERVICE SUPERVISOR 55.0 0.0 X 126350 0 28045 ROSE MARIE BELFINI FORMER OFFICER 55.0 0.0 X 128280 0 25577 CHERYL O'CONNELL DIRECTOR OF INTAKE 55.0 0.0 X 137798 0 15195 PEARL CRUICKSHANK DIRECTOR OF PATIENT SERVICE 55.0 0.0 X 127987 0 12726 DMITRIY POLOVETS IT DIRECTOR 55.0 0.0 X 124520 0 2819 RONALD A PURPORA CHAIR - DIRECTOR 1.0 0.0 X X 0 0 0 KATHERINE CONNORS PT MPH VICE CHAIR - DIRECTOR 1.0 0.0 X X 0 0 0 SUSAN LEWIS DIRECTOR 1.0 0.0 X 0 0 0 JACK OEHM DIRECTOR 1.0 0.0 X 0 0 0 801708 1859295 458833 12 true true false MARGARET ULTRA HOME CARE INC 34 BEACH STREET STATEN ISLAND NY 10304 MEDICAL 336581 NETSMART TECHNOLOGIES INC 11100 NALL AVENUE OVERLAND PARK KS 66211 EMR/REV CYCLE SUPP 298090 JAMES SCOLLAN AVAILABLE UPON REQUEST STATEN ISLAND NY 10301 MEDICAL 164237 MARC BLATTEIS AVAILABLE UPON REQUEST EAST BRUNSWICK NJ 08816 MEDICAL 147441 SPECIAL TOUCH HOME CARE SERVICES I 2091 CONEY ISLAND AVENUE BROOKLYN NY 11223 MEDICAL 144238 9 16271 42987 59258 NET PATIENT SERVICE REVENUE 621610 9036801 9036801 OTHER HEALTHCARE RELATED REVENUE 621610 948067 948067 9984868 21876 21876 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10066002 9984868 0 21876 X 0 0 0 0 0 0 5197034 4540826 656208 77844 68015 9829 1014261 886194 128067 386864 338016 48848 0 29820 26055 3765 38900 33988 4912 0 0 0 3552930 3104315 448615 0 70818 61876 8942 159627 139472 20155 0 0 98892 86405 12487 42850 37440 5410 0 8906 7781 1125 0 0 50556 44173 6383 174991 152896 22095 MEDICAL SUPPLIES 30533 26678 3855 STORAGE 29021 25357 3664 DUES & SUBSCRIPTIONS 21126 18459 2667 OTHER EXPENSES 14333 12523 1810 10999306 9610469 1388837 0 413509 363419 0 0 0 0 1633632 2070364 0 0 0 0 0 0 0 0 110082 142897 1994435 1627088 202466 367347 0 0 0 0 0 0 0 0 0 957000 2359689 3901027 730199 2518354 0 0 171348 211050 0 0 0 0 0 0 0 0 0 0 898798 1545583 1800345 4274987 X 559344 -373960 0 0 559344 -373960 2359689 3901027 -933304 X X false true X true false X 204000 203000 501406 2880236 59258 3847900 10774317 10935519 8465394 8950521 9984868 49110619 0 0 0 10978317 11138519 8966800 11830757 10044126 52958519 0 0 0 52958519 539 3199 5531 4784 21876 35929 0 539 3199 5531 4784 21876 35929 0 0 10978856 11141718 8972331 11835541 10066002 52994448 0.99932 0.99973 0.00068 0.00027 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 191535 25164 166371 1802900 1601924 200976 367347 DUE FROM THIRD PARTIES 957000 957000 0 DUE TO AFFILIATES 1350000 DUE TO THIRD PARTIES 195583 1545583 X X X X false true false false false false false false false DANIEL J MESSINA PHD MPA SECRETARY - DIRECTOR 0 950093 0 0 0 175377 0 191328 0 29793 0 1346591 0 153183 DAVID MURRAY MBA FHFMA TREASURER - DIRECTOR - SVP/CFO 0 497703 0 0 0 1194 0 55744 0 37087 0 591728 0 0 HOPE ILICETO RN PRESIDENT & CEO 0 233024 0 0 0 1904 0 21714 0 36711 0 293353 0 0 MAHFUZUL KHAN RN REGISTERED NURSE 156773 0 0 0 0 0 2094 0 0 0 158867 0 0 0 LORI ANN YOFFREDO PATIENT SERVICE SUPERVISOR 126350 0 0 0 0 0 2598 0 25447 0 154395 0 0 0 ROSE MARIE BELFINI FORMER OFFICER 128280 0 0 0 0 0 3134 0 22443 0 153857 0 0 0 CHERYL O'CONNELL DIRECTOR OF INTAKE 137798 0 0 0 0 0 3973 0 11222 0 152993 0 0 0 SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES A CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THIS AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN THE INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DANIEL J. MESSINA, PH.D., MPA, FACHE, $153,183. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THE UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DANIEL J. MESSINA, PH.D., MPA, FACHE, $157,778 AND DAVID MURRAY, MBA, FHFMA, $22,194. SCHEDULE J, PART II; COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDES VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. ALTHOUGH DANIEL J. MESSINA HAS NOT HISTORICALLY BEEN INCLUDED ON THIS FORM 990, HIS ACCRUED NON-TAXABLE AT-RISK DEFERRED COMPENSATION HAS BEEN REPORTED ON RICHMOND MEDICAL CENTER'S ("RUMC") FORM 990 PART VII AND ON SCHEDULE J, PART II, COLUMN C ON AN ANNUAL BASIS. THE AMOUNT REFLECTED WITHIN SCHEDULE J, PART II; COLUMN F REPRESENTS THE AMOUNTS PREVIOUSLY REPORTED AS ACCRUED NON-TAXABLE AT-RISK DEFERRED COMPENSATION ON RUMC'S PRIOR YEAR FORMS 990 WHICH IS NOW BEING REPORTED AGAIN AND TREATED AS TAXABLE INCOME ON MR. MESSINA'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. CORE FORM, PART V; QUESTION 15 DANIEL J. MESSINA, PH.D., MPA, FACHE SERVES AS VOTING MEMBER/OFFICER OF THE ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. MR. MESSINA WAS EMPLOYED BY AND RECEIVED A FEDRAL FORM W-2 FROM RICHMOND MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH RICHMOND MEDICAL CENTER (EIN: 74-3177454). RICHMOND MEDICAL CENTER FILED A 2022 FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO DR. MESSINA'S COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI; QUESTION 4 EFFECTIVE JANUARY 1, 2022, PURSUANT TO THE TERMS OF A MERGER AGREEMENT, RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RUMC") BECAME THE SOLE MEMBER OF THIS ORGANIZATION. THE ORGANIZATION'S CERTIFICATE OF INCORPORATION WAS AMENDED DURING 2022 TO REFLECT THE FOLLOWING ITEMS: (A) PARAGRAPH THIRD RELATING TO THE TERRITORY OF THE CORPORATION IS HEREBY DELETED. (B) PARAGRAPH FIFTH RELATING TO THE NUMBER OF DIRECTORS OF THE CORPORATION IS HEREBY DELETED. (C) PARAGRAPH SIXTH RELATING TO THE CORPORATION'S INITIAL DIRECTORS IS HEREBY OMITTED. (D) PARAGRAPH SEVENTH RELATING TO THE SUBSCRIBERS IS HEREBY DELETED. (E) A NEW PARAGRAPH RELATING TO THE TYPE OF NOT-FOR-PROFIT CORPORATION IS HEREBY ADDED TO READ IN ITS ENTIRETY AS SET FORTH IN PARAGRAPH 2 OF THE RESTATED CERTIFICATE. (F) A NEW PARAGRAPH RELATING TO THE CORPORATION'S TAX-EXEMPT STATUS IS HEREBY ADDED TO READ IN ITS ENTIRETY AS SET FORTH IN PARAGRAPH 5 OF THE RESTATED CERTIFICATE OF INCORPORATION. (G) A NEW PARAGRAPH RELATING TO THE INCOME AND EARNINGS OF THE CORPORATION IS HEREBY ADDED TO READ IN ITS ENTIRETY AS SET FORTH IN PARAGRAPH 6 OF THE RESTATED CERTIFICATE OF INCORPORATION. (H) A NEW PARAGRAPH RELATING TO DISSOLUTION OF THE CORPORATION IS HEREBY ADDED TO READ IN ITS ENTIRETY AS SET FORTH IN PARAGRAPH 7 OF THE RESTATED CERTIFICATE OF INCORPORATION. (I) A NEW PARAGRAPH RELATING TO THE CORPORATION'S SERVICE OF PROCESS ADDRESS IS HEREBY ADDED TO READ IN ITS ENTIRETY AS SET FORTH IN PARAGRAPH 8 OF THE RESTATED CERTIFICATE OF INCORPORATION. IN ADDITION, THE ORGANIZATION'S BYLAWS WERE AMENDED TO REFLECT THE CHANGE OF THE ORGANIZATION'S SOLE MEMBER. CORE FORM, PART VI, SECTION A, LINE 6 & 7 RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER IS THE SOLE MEMBER OF THIS ORGANIZATION. RICHMOND UNIVERSITY MEDICAL CENTER HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THIS ORGANIZATION'S BOARD OF DIRECTORS HAS A FINANCE COMMITTEE ("COMMITTEE"). THIS ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S FINANCE COMMITTEE FOR REVIEW AND THEREAFTER APPROVAL BY THE MEMBERS AT THE COMMITTEE MEETING. SUBSEQUENTLY, THE ORGANIZATION'S 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS, PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S FINANCE COMMITTEE HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS FOR THIS ORGANIZATION. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND SYSTEM INDIVIDUALS INCLUDING SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT, LEGAL AFFAIRS & RISK MANAGEMENT, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, FISCAL AFFAIRS & ACCOUNTING, AND VARIOUS OTHER SYSTEM INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE INTERNAL WORKING GROUP FOR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S TREASURER AND PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES, BE CIRCULATED ANNUALLY TO ALL TRUSTEES/DIRECTORS, OFFICERS, KEY EMPLOYEES, MEDICAL STAFF AND PRACTITIONERS WITH CLINICAL PRIVILEGES. ANNUALLY THESE INDIVIDUALS ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE SYSTEM'S SENIOR VICE PRESIDENT, LEGAL AFFAIRS & RISK MANAGEMENT, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER IS RESPONSIBLE FOR (1) GATHERING THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS; (2) TRACKING THE SUCCESSFUL COMPLETION OF THE STATEMENTS; (3) TRANSMITTING THE STATEMENTS TO THE BOARD COMMITTEE; AND (4) ASSISTING THE BOARD COMMITTEE IN ORGANIZING THE STATEMENTS FOR THE COMMITTEE'S REVIEW. IN ADDITION, THE SYSTEM'S SENIOR VICE PRESIDENT, LEGAL AFFAIRS & RISK MANAGEMENT, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER IS RESPONSIBLE FOR REVIEWING AND REVISING THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS OR WHEN A CHANGE IS REQUIRED FOR COMPLIANCE WITH JOINT COMMISSION STANDARDS; ETHICAL DIRECTIVES; FEDERAL, STATE, AND CITY LAWS, RULES AND REGULATIONS; CHANGES IN PRACTICE OR REGULATORY MANDATE; NEW PROGRAMS OR PROCEDURES; NEW EQUIPMENT; OR PERFORMANCE IMPROVEMENT CHANGES. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SYSTEM'S SENIOR VICE PRESIDENT, LEGAL AFFAIRS & RISK MANAGEMENT, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER FOR REVIEW. THEREAFTER, THE CONFLICT OF INTEREST DISCLOSURES ARE PROVIDED TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE FOR ITS REVIEW AND DISCUSSION. THE AUDIT AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE CONFLICT OF INTEREST DISCLOSURE AND REVIEW PROCESS. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). RICHMOND UNIVERSITY MEDICAL CENTER'S GOVERNING BODY, ITS BOARD OF TRUSTEES, HAS A COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION ("EXECUTIVE LEADERSHIP"). THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THESE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF EXECUTIVE LEADERSHIP PERSONNEL IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE EXECUTIVE LEADERSHIP TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES EACH OF WHOM ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THIS STUDY USED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILAR SIZED HOSPITALS, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE SYSTEM'S HUMAN RESOURCES DEPARTMENT. IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR, COMPENSATION IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND PERFORMANCE FEEDBACK MEETINGS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW YORK DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS. CORE FORM, PART VII AND SCHEDULE J ROSE MARIE BELFINI, FORMER OFFICER OF THIS ORGANIZATION, REMAINED EMPLOYED AS THE ORGANIZATION'S SENIOR DIRECTOR OF BUDGET AND FINANCE. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). CERTAIN BOARD OF DIRECTOR MEMBERS, OFFICERS AND KEY EMPLOYEES LISTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF RICHMOND UNIVERSITY MEDICAL CENTER AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2022 AND DECEMBER 31, 2021; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS EACH YEAR. RICHMOND UNVERSITY MEDICAL CENTER'S AUDIT AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:2218693 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:575765 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING SERVICES TOTAL FEES:423737 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:61679 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL SVCS TOTAL FEES:273056 RICHMOND MEDICAL CENTER 355 BARD AVENUE STATEN ISLAND NY 10310 743177454 HEALTH SVCS. NY 501(C)(3) HOSPITAL BRHS false RICHMOND MEDICAL CENTER FOUNDATION INC 355 BARD AVENUE STATEN ISLAND NY 10310 271059815 FUNDRAISING NY 501(C)(3) 509(A)(3) RUMC false AMBOY MEDICAL PRACTICE PC 355 BARD AVENUE STATEN ISLAND NY 10310 263381883 HEALTH SVCS. NY 501(C)(3) 509(C)(1) RUMC false VISITING NURSE PLUS INC 669 CASTLETON AVENUE STATEN ISLAND NY 10301 133712494 INACTIVE NY 501(C)(3) 509(A)(2) RUMC false HEALTH WATCH-LIFELINE INC 669 CASTLETON AVENUE STATEN ISLAND NY 10301 133484488 INACTIVE NY NA C CORP. false BRIDGE REGIONAL HEALTH SYSTEM 355 BARD AVENUE STATEN ISLAND NY 10310 205171165 HOLDING CO. NY NA C CORP. false false false false false true false false false false false true false true true true true false true true SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE WITHIN RICHMOND MEDICAL CENTER D/B/A RICHMOND UNIVERSITY MEDICAL CENTER ("RICHMOND UNIVERSITY MEDICAL CENTER") AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE SYSTEM'S ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.