2023-11-14T09:26:11-06:00 2022-12-31 ERNST & YOUNG US LLP 1 MANHATTAN WEST NEW YORK NY 10001 990 2022-01-01 131624135 NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE % MARC GOULD NEWY 2126061000 535 EAST 70TH STREET NEW YORK NY 10021 MARC GOULD SVP & CAO 2126061000 2023-11-13 MARC GOULD 999009999 YUCEN ZHONG P01593150 2127736170 2023-11-12 2 2022 2023-04-26 12:10:37Z HOSPITAL FOR SPECIAL SURGERY LOUIS SHAPIRO 535 EAST 70TH STREET NEW YORK NY 10021 1635765372 false X www.hss.edu X 1863 NY PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, & ENHANCE THE QUALITY OF LIFE FOR ALL, & ADVANCE THE SCIENCE OF ORTHOPEDIC SURG, RHEUMATOLOGY, & THEIR RELATED DISCIPLINES. 45 38 7008 208 1504482 0 157963139 93921713 1178109875 1284860590 20846574 28443929 100744527 102544500 1457664115 1509770732 554500 680825 0 0 778408038 833052131 0 0 0 573090390 603704315 1352052928 1437437271 105611187 72333461 3004163711 2854593557 1492999852 1299535621 1511163859 1555057936 X THE MISSION OF HOSPITAL FOR SPECIAL SURGERY IS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY, AND ENHANCE THE QUALITY OF LIFE FOR ALL AND TO ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY, AND THEIR RELATED DISCIPLINES THROUGH RESEARCH AND EDUCATION. WE DO THIS REGARDLESS OF RACE, COLOR, CREED, SEXUAL ORIENTATION, OR ETHNIC ORIGIN. false false 1063586048 680825 1336523853 PATIENT CARE: HOSPITAL FOR SPECIAL SURGERY IS COMMITTED TO PROVIDING WORLD-CLASS CARE TO ITS PATIENTS AND HELPING THEM TO REGAIN THEIR MOBILITY, WHILE ALSO ADVANCING RESEARCH INITIATIVES TO EXPLORE AND IMPROVE TREATMENTS FOR ORTHOPEDIC AND RHEUMATOLOGIC CONDITIONS. HOSPITAL FOR SPECIAL SURGERY OPERATED 166 STAFFED BEDS AS OF DECEMBER 31, 2022 AND DECEMBER 31, 2021; AND 40 OPERATING ROOMS AS OF DECEMBER 31, 2022 AND DECEMBER 31, 2021. WE PERFORMED 29,025 SURGERIES, A INCREASE OF 1,430 OVER THE PRIOR YEAR, WHILE NON-SURGICAL OUTPATIENT VISITS NUMBERED 598,281, 50,809 MORE THAN 2021. HOSPITAL FOR SPECIAL SURGERY PROVIDED INPATIENT CARE TO 11,876 PATIENTS, 658 LESS THAN 2021. OF THOSE IN 2022, 11,625 WERE SURGICAL. TOTAL AMBULATORY SURGICAL CASES NUMBERED 17,400, AN INCREASE OF 2,087 FROM 2021. THE HOSPITAL HAS A DIVERSE PATIENT POPULATION SERVING THOSE WITH PUBLIC INSURANCE (MEDICARE AND MEDICAID), PRIVATE INSURANCE (VARIOUS PAYORS) AND THE UNINSURED. THE HOSPITAL MAINTAINS A FINANCIAL ASSISTANCE PROGRAM TO ASSIST THOSE THAT CANNOT PAY FOR ITS SERVICES AND PROVIDES NUMEROUS OTHER COMMUNITY BENEFIT PROGRAMS. HOSPITAL FOR SPECIAL SURGERY IS ALSO RECOGNIZED AS A MAGNET HOSPITAL FOR EXCELLENCE IN NURSING CARE. THE HOSPITAL IS RECOGNIZED FOR ITS EXCELLENCE IN PATIENT CARE AND IS CONSISTENTLY RANKED BY U.S. NEWS AND WORLD REPORT IN ITS SPECIALTIES. 49621294 0 40247949 RESEARCH: THE RESEARCH DIVISION OF HOSPITAL FOR SPECIAL SURGERY CONTINUED ITS ACTIVITIES IN 2022 TOWARD ENHANCING AND EXPANDING OUR RESEARCH IN MUSCULOSKELETAL DISEASES. RESEARCH AT HOSPITAL FOR SPECIAL SURGERY WORKS TO ADVANCE THE UNDERSTANDING AND TREATMENT OF MUSCULOSKELETAL DISORDERS THROUGH BASIC, TRANSLATIONAL AND CLINICAL RESEARCH AND EDUCATION. THE GOALS ARE TO IDENTIFY GENETIC, ENVIRONMENTAL, CELLULAR, STRUCTURAL AND MOLECULAR MECHANISMS UNDERLYING DISORDERS IMPORTANT IN ORTHOPEDICS, RHEUMATOLOGY AND RELATED DISCIPLINES AND TO DISCOVER EFFECTIVE APPROACHES FOR DIAGNOSIS PREVENTION, AND TREATMENT OF THESE DISORDERS. HSS Research Institute (HSSRI) is home to a uniquely collaborative culture in which basic scientists work together with clinician-investigators to accelerate discoveries that will result in new treatments and improved outcomes for musculoskeletal patients. HSS Research Institute is composed of basic, clinical, and translational scientists to accelerate discoveries that will result in new treatments and improved outcomes for musculoskeletal patients. The key programmatic areas that have allowed us to make major contributions to musculoskeletal health include (1) Bone Health and Implant Integration (2) Inflammation & Arthritis (3) Autoimmune Rheumatic Diseases (4) Joint Preservation and Regeneration, and a new program in (5) Musculoskeletal Pain. These programs are supported by an enabling infrastructure including a Genomics Center, Precision Medicine Laboratory, and Experimental Pathology. HSSRI has active collaborations with the Biomechanics Department, many clinical Departments including Orthopedic Services, Rheumatology/Medicine, and Imaging (Radiology), and is expanding collaborations with Physiatry, Anesthesia and Neurology. Combining HSSRI expertise with the volume, breadth, and depth of patients seen at HSS to develop unparalleled clinical research and populations health outcomes programs, can further the national and international visibility of our institution. AS A RESULT OF STRONG INTRA - AND INTER - PROGRAMMATIC INTERACTIONS, AND THE USE OF SHARED CORE RESOURCES, OUR PORTFOLIO OF INNOVATIVE DISCOVERY AND DEVELOPMENT HAS EXPANDED EXPONENTIALLY. TO PROVIDE THE FINAL COMPONENT NEEDED TO ACHIEVE BENCH-TO BEDSIDE RESEARCH, THE RESEARCH INSTITUTE, IN COLLABORATION WITH CLINICIAN RESEARCHERS HAS CREATED A DISTINGUISHED CLINICAL RESEARCH PROGRAM. In 2022, THE RESEARCH INSTITUTE was FUNDED BY AN OPERATING BUDGET OF $54 MILLION, SUPPORTED IN PART BY APPROXIMATELY $41 MILLION IN EXTRAMURAL FUNDS, INCLUDING $ 15 MILLION FROM NEWLY AWARDED FEDERAL GRANTS. THIS RESEARCH RESULTED IN over 1153 PUBLICATIONS among the 220 researchers IN 2022. HIGHLIGHTS FOR 2022 INCLUDE: continued advancement of HSS's research mission by: 1) supporting and retaining our most productive faculty, 2) mentoring the next generation of scientists, 3) expanding our collaborative efforts with clinicians and recruitment of full time clinical research scientists, and 4) supporting the infrastructure necessary to advance our research and ensure compliance, AND 5) SCIENTIFIC HIGHLIGHTS INCLUDE, laboratory studies in areas such as bone and implant integration, spine disc development, periprosthetic joint infection, tendon and ligament repair, biologics and autoimmune diseases (i.e. Rheumatoid Arthritis, Systemic Sclerosis, Lupus), REGENERATIVE MEDICINE; and SINGLE CELL SEQUENCING. 57249961 0 9861173 Education Institute: HSS education institute continued to make strides towards the mission to be "the most trusted educator" in the field of musculoskeletal health for patients, physicians, allied health professionals and the general public. In 2022 we strengthened strategic partnerships with our 22 education and academic advisory committees and councils, as well as furthering external community relations globally, engaging 36 partner countries. The HSS Orthopedic Residency program, voted #1 training program by board certified orthopaedists, trained 47 residents, 73 fellows, and 102 medical students in 2022. For other trainees, there were 545 in-rotators and 21 consults. In 2022, we engaged 6.4 million people through 6,500 cutting edge live and digital education programs, including our HSS e-academy, ACGME Programs, CME Accredited Activities, Simulation Learning & Training Center sessions, Global Partnership Initiatives, Kim Barrett Memorial Medical Library Users, and Community Education & Outreach Programs. EI also hosted 211 academic visitors and credentialed nearly 1,395 physicians and health care providers. We continue to set the highest standard with our ACCME accredited and non-accredited professional education programs. In 2022, the Education Institute through its continuing education and global academic partnerships departments, including HSS e-academy, delivered nearly 1,800 educational activities including onsite courses, grand rounds, internet live courses, internet enduring material and journal-based continuing medical education activities resulting in over 175,000 learner interactions with a diversity of healthcare professionals and teams. EI's Community Education & Outreach department reached 5.98 million consumers through more than 1,000 community education programs and videos. 1170457303 true true false true false false false false false true true true false true true false false true false true true false false false false false true true true false true true false false false false false false false false false false true false false false false true true true false false true 689 0 true 7008 true true true true VI CJ false false false false false false false false true false X 45 38 false false true false true true true true true false false true true true true true true true true true true AK CO FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA SC TN UT WA WI X MARC GOULD 2126061323 535 EAST 70TH STREET NEW YORK NY 10021 X Bryan T Kelly Member/Surgeon-in-Chief 74.57 1.27 X X 5436047 0 82863 Louis A Shapiro President & Chief Exec Officer 45.23 14.77 X X 3331728 832933 89608 Answorth A Allen Attending Physician 54.73 0.6 X 3267460 33004 76134 Han Jo Kim Attending Physician 51.79 0.0 X 3241642 0 42861 Riley Williams Attending Physician 50.0 0.0 X 2761096 0 85898 William M Ricci Chief of the Trauma Service 50.0 0.0 X 2601266 0 64645 Stacey L Malakoff Exec VP & Chief Fin Officer 48.23 11.77 X 2093830 369499 76529 Ernest Sink Attending Physician 50.0 0.0 X 2211068 0 76245 Douglas Padgett Member/Assoc Surgeon-in-Chief 59.23 0.77 X 1629140 0 79085 Hollis Potter Radiologist-in-Chief 60.0 0.0 X 1415068 0 82863 Justin Oppenheimer ENTERP Chief Operating Officer 60.0 0.0 X 1152307 0 56607 Duretti Fufa - Left BOT 2022 Member/Assoc Attending Physici 49.6 0.4 X 1107985 0 51020 Irene Koch Exec VP & Chief Legal Officer 48.42 11.58 X 900522 158916 62905 Lionel Ivashkiv Member/Chief Scientific Offic. 60.0 0.0 X 873173 0 67494 S Louis Bridges Jr Member/Physician-in-Chief 59.23 0.77 X 886577 500 31479 Ricky Guillot - To 522 VP, Interim CNO 60.0 0.0 X 550866 0 44701 Lisa A Goldstein Former Executive VP & COO 0.0 0.0 X 571474 0 0 Andy Miller Member/Assoc Attending Physici 49.6 0.4 X 523784 0 32169 Paul Coyne - From 522 Sr. VP & CNO 60.0 0.0 X 487827 0 34777 Todd J Albert Former Surgeon-in-Chief 11.95 0.77 X 152983 0 61554 Andrew A Sama-Join BOT 2022 Member/Assoc Attending Physici 14.65 0.4 X 116283 0 62229 James M Benson Member-Left BOT 2022 0.85 0.15 X 0 0 0 Daniel C Benton Member 1.48 0.27 X 0 0 0 Herbert Black Member 0.85 0.15 X 0 0 0 Michael C Brooks Member 1.74 0.3 X 0 0 0 Kathryn Chenault Member 1.44 0.25 X 0 0 0 Charles Coleman III Member 1.38 0.24 X 0 0 0 Leslie Cornfeld Member 1.48 0.26 X 0 0 0 Cynthia Foster Curry Member 1.39 0.24 X 0 0 0 Barrie M Damson Member-Left BOT 2022 1.14 0.24 X 0 0 0 Anthony de Nicola Member 1.92 0.34 X 0 0 0 James G Dinan Member 1.61 0.29 X 0 0 0 Anne Ehrenkranz Member 1.55 0.27 X 0 0 0 Michael Esposito Vice Chair 3.48 0.61 X X 0 0 0 Marina Kellen French Member 1.39 0.24 X 0 0 0 Giammaria Giuliani Member 0.97 0.18 X 0 0 0 Robert Goldstein Member 1.69 0.3 X 0 0 0 Russell Hutchinson Member 1.14 0.21 X 0 0 0 Craig Ivey Vice Chair-Left BOT 2022 3.3 0.58 X X 0 0 0 Warren B Kanders Member 1.18 0.21 X 0 0 0 Scott Kapnick Member 1.31 0.24 X 0 0 0 Monica Keany Member 3.44 0.6 X 0 0 0 Thomas J Kelly Member 1.22 0.21 X 0 0 0 Sacha Lainovic Member 1.66 0.3 X 0 0 0 Laurie Hodges Lapeyre Member 3.69 0.65 X 0 0 0 Pablo Legorreta Member 0.88 0.15 X 0 0 0 Lara R Lerner Member 2.02 0.36 X 0 0 0 Kathy Leventhal Member 1.47 0.26 X 0 0 0 Thomas H Lister Co-Chair 16.61 3.4 X X 0 0 0 Alan S MacDonald Member 1.37 0.24 X 0 0 0 Celene Menschel Member 1.22 0.21 X 0 0 0 Mary Kathryn Navab Member 1.1 0.2 X 0 0 0 Terence M O'Toole Member 2.41 0.42 X 0 0 0 Gordon Pattee Member-Left BOT 2022 1.17 0.21 X 0 0 0 Matthew H Peltz Member 1.12 0.21 X 0 0 0 Steven Rattner Member 1.24 0.22 X 0 0 0 Scott Rechler Member 1.52 0.27 X 0 0 0 Jonathan Sobel Member 1.1 0.19 X 0 0 0 Deirdre Stanley Member 1.15 0.21 X 0 0 0 Robert K Steel Co-Chair 16.67 2.94 X X 0 0 0 Jonathan Tisch Member 1.31 0.23 X 0 0 0 Frances Townsend Member 1.03 0.18 X 0 0 0 Sanford I Weill Member-Left BOT 2022 0.85 0.15 X 0 0 0 Kendrick R Wilson III Chair Emeritus-Left BOT 2022 2.0 0.41 X X 0 0 0 Ellen M Wright Member 1.4 0.25 X 0 0 0 35312126 1394852 1261666 2231 true true false TISHMAN CONSTRUCTION CO 100 PARK AVE 5TH FL NEW YORK NY 10017 CONSTRUCTION 22526225 EPIC SYSTEMS CO PO BOX 88314 MILWAUKEE WI 53288 EHR SYSTEM SERVICES 4664721 MINDSTREAM MEDIA PO BOX 409 MEMPHIS TN 38101 MARKETING 4232396 PM CONSTRUCTION 80 VERDI ST FARMINGDALE NY 11735 CONSTRUCTION 3992936 HURON CONSULTING SVCS LLC 3005 MOMENTUM PL CHICAGO IL 60689 CONSULTING 3587533 275 4246043 26560138 63115532 545114 93921713 NET INPATIENT REVENUE 622110 484770709 484770709 NET OUTPATIENT REVENUE 622110 632975146 632975146 PROFESSIONAL FEES 622110 167114735 167114735 1284860590 21578956 -108447 21687403 0 17000 17000 1884020 2741834 -857814 0 -857814 -857814 130117779 123252806 6864973 6864973 6864973 0 0 0 0 0 0 0 0 0 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1789649667 1029818216 732802261 759831451 635145450 593865011 421694000 343119000 0 0 447200 391300 628751783 583978806 3004163711 2854593557 145126340 155322851 1191937 1191937 0 6345524 5315846 1305103 0 0 0 0 534899094 532201347 0 0 806466635 603168859 1492999852 1299535621 X 929287471 1005784781 581876388 549273155 1511163859 1555057936 3004163711 2854593557 X 72333461 -154129950 0 0 0 125690566 X false true X true true true X 92212279 73781160 207845766 157963139 93921713 625724057 0 0 92212279 73781160 207845766 157963139 93921713 625724057 5985974 619738083 12344419 13708669 15097618 13820536 23588423 78559665 525180 571972 1001451 1519480 1504482 5122565 0 0 0 0 0 0 709406287 6202262201 0.87360 0.84209 X Schedule A, Part II The Schedule A, Part II support schedule has been completed to demonstrate that HSS meets the 170(b)(1)(A)(vi) public support test as required to use the Schedule B, Special Rule. HSS 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). 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Central America and the Caribbean 0 0 Investments 110433300 Central America and the Caribbean 0 0 Medical Insurance Premium 20988737 Central America and the Caribbean 0 1 Program Services PT. Liaison/BUS Dev 102000 Central America and the Caribbean 0 1 Program Services PT. Liaison/BUS Dev 24500 Central America and the Caribbean 0 1 Program Services PT. Liaison/BUS Dev 30000 South America 0 1 Program Services PT. Liaison/BUS Dev 36000 South America 0 1 Program Services PT. Liaison/BUS Dev 30000 Europe (Including Iceland and Greenland) 0 0 Investments 1487227 Europe (Including Iceland and Greenland) 0 0 Investments 1962301 Europe (Including Iceland and Greenland) 0 0 Investments 455339 Central America and the Caribbean 0 0 Program Services ADVERTISING 30000 0 5 0 5 135579404 135579404 APS ACTION YOUNG SCHOLAR AWARD Europe (Including Iceland and Greenland) true false true true true false Schedule F, Part I, Line 3 - Health Education The Hospital reimburses its executives, physicians and scientists for attending conferences, some of which may be outside of the United States. Schedule F, Part I, Line 3, Column F The accrual method of accounting is used to report expenditures reported on column F. true true X true X 500. true X 700. true true true false true true 16933244 816732 16116512 0.01090 44921731 15744578 29177153 0.01980 1397764 631317 766447 0.00050 63252739 17192627 46060112 0.03120 14584455 2408458 12175997 0.00830 67056468 9685473 57370995 0.03890 57486167 27257888 30228279 0.02050 642665 0 642665 0.00040 139769755 39351819 100417936 0.06810 203022494 56544446 146478048 0.09930 true 3813827 168867627 247300007 -78432380 X true true HSS ASC OF MANHATTAN HEALTH CARE 0.5266 0.4734 HSS WEST SIDE ASC HEALTH CARE 0.62 0.38 HS2 LLC SURGEON TALENT MANAGEMENT CO 0.1 0.9 1 1 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 www.hss.edu 7002012H X X X X HOSPITAL FOR SPECIAL SURGERY 1 false false true X X X X X X X X X 22 true false false true X https://www.hss.edu/community.asp X X true 22 true https://www.hss.edu/community.asp false true X 500. 700. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X X X true X false X X X X false X X false false PART V, LINE 5 A 32-question survey was developed through the collective efforts of a seven-member HSS CHNA steering committee, internal stakeholders, community partners, and the public. Collaboration with these groups was crucial to the success of this survey, with valuable feedback provided on survey construction and length. To reach a culturally diverse community, the survey was translated into Spanish, Chinese and Russian, using a culturally sensitive back translation approach by certified translators. HSS UTILIZED ALCHEMER, A WEB-BASED SURVEY PLATFORM FOR THE DEVELOPMENT AND DISTRIBUTION OF THE ELECTIONIC FORMAT OF THE SURVEY. THE SURVEY INCLUDED VALIDATED MEASURES FROM SERVERAL NATIONAL AND STATE HEALTH QUESTIONNAIRES. Below outlines the list of community partners involved in survey construction: . Good Neighbors of Park Slope . Presbyterian Hospital/Weill Cornell Medical Center . Y - YW/YMHA . Over 60 Senior Center . Creaky Joints Espanol (GHLF) . Chelsea Piers . Lupus Research Alliance . Ridgewood YMCA . Carter Burden Network . Mount Sinai Hospital . New York Presbyterian-Columbia University Hospital . Spondylitis Association of America . NYC DOHMH, Bureau of Bronx Neighborhood Health . Norwalk Senior Center . DOROT Inc . Self-Help Innovative Senior Center . Friedman Health Center . Clinical and Translational Science Center . Greenwich Alliance for Education . Americares Free Clinics . Lupus Foundation of America . New York City Department of Health . Touro College Graduate School of Social Work . Westport Library . COHME . Stamford Senior Center . Clinical and Translational Science Center . Ivy Rehabilitation Network . Gray Panthers . 305 West End Assisted Living . Arthritis Foundation . Integrity Senior Services . The Bronx Health Link . Lupus Foundation of America . Visiting Nurse Services . Primecare Before survey implementation, HSS piloted the survey with community members to garner feedback and ensure survey items were relevant and easily understood. HSS also facilitated feedback from internal key stakeholders and community partners throughout the process of developing the survey. Recruitment and Sampling: A convenience sampling strategy was used to recruit individuals 18 years and older living within HSS' primary and secondary service areas to complete the community survey. An oversampling approach was used to reach medically underserved and diverse populations, through the following recruitment strategies: 1. Alchemer panel service: This was used to administer the survey online and obtain community input from underserved and diverse populations by oversampling. 2. HSS patient targeting approach: A list of over 140k patients aged 18 years and older who received medical services from all HSS locations between 2019 and 2021 were pulled from our electronic medical record (EMR). This allowed us to segment, target, and send the online survey to patients with no medical insurance, public insurance (Medicaid), living in medically underserved areas and who preferred to receive medical information in Spanish, Chinese or Russian. 3. Text Messaging: To engage and obtain input from HSS patients that are underserved and may not have access to a PC to complete the online survey, we used text message reminders to complete the survey. 4. Social Media Geo-Targeting: To further garner input from the public, especially from medically underserved communities, we used social media such as Facebook and Patch.com to geo-target individuals aged 18 years and older living in specific zip codes identified as Medically Underserved Areas (MUAs) within HSS' primary and secondary service areas. The MUAs were derived from the U.S. Department of Health and Human Services (http://www.hrsa.gov/shortage/mua/index.html). In addition to our recruitment efforts described above in completing the online survey, other varied approaches such as paper, and QR codes were used to increase accessibility and survey response from our community. BOARD COMMUNITY INPUT: HSS facilitated systematic feedback from its various constituents (i.e., internal stakeholders, community partners including the local public health department, and the public) based on the CHNA results to guide the selection of the health needs and services to address in its community programming. Our approach to engaging our constituents to obtain their input is described below. a. CHNA Steering Committee and Internal Stakeholders: We involved various representatives from HSS departments in developing the community survey and interview guide. A seven-member HSS CHNA steering committee was formed to guide the development and implementation of the CHNA process, and ensure alignment with HSS values and strategic priorities, and the NYS prevention health agenda. The CHNA steering committee identified research questions to be addressed, drafted the individual survey questions, and identified community partners and internal stakeholders to be involved in the CHNA process. The steering committee also facilitated interviews with community partners. Key internal stakeholders from various departments (i.e., Education Institute, Nursing, Social Work, Nutrition, Rehabilitation, Ambulatory Care Centers, Service Excellence, and Language Services, Regional Markets, Patient Experience, Medical Staff and Attendings, Development, Public Relations, and Marketing, Digital Communications, and Quality) were integral in the community health assessment process by providing relevant feedback to the survey construction and the use of validated instruments. b. Public Health Departments and Other Experts: HSS collaborated with the New York City Department of Health and Mental Hygiene and the Greater New York Hospital Association (GNYHA). Through these collaborations, we adopted a community-engaged approach that involved feedback in the development of our community survey, collection of qualitative data to broadly identify the health status of our communities, and guidance on incorporating best practices for our CHNA. c. General public including medically underserved and low-income population: To facilitate input from the public including medically underserved and low-income population on the construction of the community survey, we piloted the survey in English, Spanish, Chinese, and Russian from October 22-29, 2021, among 70 community members. This allowed us to obtain meaningful feedback about the length of the survey and ensure cultural relevancy and health literacy. d. Community partners: To facilitate active engagement among our community partners, we contacted 74 organizations requesting their involvement in the CHNA process. We received interest to review and provide feedback on the community survey from 36 community partners. Feedback included the length of the survey, use of validated instruments, cultural relevance, and literacy level of the community survey. In addition, 22 community partners provided their input by participating in key informant interviews as described above. e. PAST COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLANS: THE POSTED THE 2019-2021 CHNA IMPLEMENTATION PLAN ON ITS WEBSITE (HTTPS://WWW.HSS.EDU/COMMUNITY.ASP), ALLOWING THE PUBLIC TO REVIEW AND PROVIDE FEEDBACK. AN EMAIL ADDRESS (COMMUNITY.ED@HSS.EDU) WAS PROVIDED ON THE WEBSITE TO RECEIVE QUESTIONS OR COMMENTS. HSS HAS NOT RECEIVED ANY COMMENTS REGARDING ITS 2019 - 2021 COMMUNITY HEALTH NEEDS ASSESSMENT. Prioritization and selection of health needs: To further HSS' commitment to developing programs that improve the health of our culturally diverse communities, obtaining feedback from the public and medically underserved, low-income, and minority populations were instrumental in driving the Hospital's selection of significant health needs to improve the health of communities where dramatic health disparities exist. Our approach to prioritizing health needs was to solicit input from the public through virtual community forums. Eight community forums were held to allow community members an opportunity to identify and prioritize health needs that provided HSS with the appropriate direction in selecting its public health priorities. Specific dates, locations, and attendance for the community forums were as follows: - June 02, 2022 at Community members (4 people present) - June 06, 2022 at Community members (1 person presents) - June 14, 2022 at Community members (29 people present) - June 16, 2022 at Community members (10 people present) - June 16, 2022 at Charla de Lupus (Teen, Young Adult, and Parent Support Group) (29 people present) - June 20, 2022 at Community members (18 people present) - June 22, 2022 at Community members (32 people present) - June 24, 2022 at Community partners (8 people present) A total of 131 community members participated in the community forums where participants were asked to rank seven health indicators, from a list of 20, identified in the CHNA according to the order of personal importance (where 1 ranks the highest). PART V, LINE 7D THE HOSPITAL SUMMARIZED THE RESULTS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN ITS COMMUNITY BENEFIT REPORT. THE COMMUNITY BENEFIT REPORT AND CHNA ARE POSTED ON THE HOSPITALS WEBSITE, AT https://www.hss.edu/community-health-needs-assessment.asp, AND BOOKLETS ARE ALSO DISTRIBUTED WITHIN THE HOSPITAL. THE COMMUNITY BENEFIT REPORT IS ALSO E-MAIL BLASTED TO OUR COMMUNITY PARTNERS, SELECTED DONORS AND PUBLIC OFFICIALS. PART V, LINE 11 A detailed description of how HSS' hospital-based, outreach, and support initiatives will address health needs, the anticipated impact of the implementation strategy, and planned collaboration with organizations are provided below. HSS is addressing all significant health need identified in the most recently conducted CHNA. 1. Asian Bone Community Health Initiative: This initiative is comprised of culturally relevant evidence-based interventions (i.e. yoga, low-impact chair exercises and Self-management education workshops) designed to improve Asian older adults' management of their chronic musculoskeletal conditions (such as osteoarthritis and osteoporosis) and its symptoms (e.g. stiffness, fatigue, chronic pain) while also increasing access to care in this medically underserved community. The anticipated program impact includes increased access to linguistically-and culturally, increased competent musculoskeletal health programs, increased knowledge of self-management techniques, increased self-management skills of at-risk Asian older adult, and improved musculoskeletal health outcomes by decreasing musculoskeletal pain, stiffness, fatigue, and falls, and increasing the frequency of physical activity and self-efficacy. This program is a community-based initiative and will partner with Visiting Nurse Services of NY, Carter Burden Network, Self Help Community Center-Flushing, and Queens Community House in addressing the health need. 2. Musculoskeletal Health Wellness Initiative (MHI): This initiative is comprised of education and exercise programs to raise awareness, educate and reduce the impact of musculoskeletal conditions (such as osteoarthritis, osteoporosis, rheumatoid arthritis, gout, fibromyalgia) and its symptoms (e.g. stiffness, fatigue, chronic pain) in the community. Programs are held throughout the tri-state area specifically in New York City, Long Island, Westchester, NY, Stamford, CT, and Paramus, NJ as well as virtually via zoom and teleconference. The initiative offers evidence-based interventions such as Yoga, Tai Chi, Pilates, and SME workshops. The anticipated program impact includes increased access to musculoskeletal health programs among ethnically diverse populations, increased self-management skills and confidence to manage chronic conditions and orthopedic care, increased knowledge of musculoskeletal conditions and self-management techniques, and improved musculoskeletal health outcomes by decreasing musculoskeletal pain, stiffness, and fatigue, and physical health of the at-risk population. This program is a community-based initiative and will partner with YMCAs, Libraries, Senior Centers, and Mediflix. 3. VOICES 60+ Senior Advocacy Program: The program provides resources and support for patients and community members over 60 years old with arthritis and related rheumatologic diseases. The program was developed to assess and address the specific and unique needs of culturally and linguistically diverse older adults who are frequently marginalized in the healthcare setting by providing advocacy services, referrals to community resources, enhancing patient-provider communication, and supporting patients and their families in understanding and coping with their illnesses. Anticipated program impact includes increased knowledge of cognitive behavioral therapy (CBT) and mindfulness techniques, increased self-efficacy in using CBT and mindfulness techniques to reduce pain, self-reported improvement in communication between participant and provider, and self-efficacy in managing patient-provider communication. This program is a community-based initiative and will partner with Carter Burden Network, Dorot, Inc., Lenox Hill Neighborhood House, Service Program for Older People (SPOP), Selfhelp Community Services, and Stanley Isaacs Neighborhood Center. 4. Pain and Stress Management (PSM) Program: This program is comprised of educational, and mindfulness-based coping techniques to raise awareness, educate and improve the ability to cope with pain and stress. It offers mind/body workshops, exercises such as Yoga, and expert-guided meditation to help reduce physical and mental stressors. All the educational programs are taught by experienced physicians, nurses, and physical/occupational therapists, while Yoga workshops are led by certified yoga instructors. Anticipated program impact includes increased access to complementary alternatives to opioids for those experiencing chronic pain and stress, acknowledge of self-management techniques, increased utilization of self-management skills, and use of mind-body practices to manage pain and stress in place of medication. This program is a community-based initiative and will partner with HSS Ambulatory Care Center, and HSS Department of Rheumatology. 5. Aging with Dignity (AWD): This program was created to target social isolation and provide programming to connect through different modalities such as journaling, art, and music. The AWD program also runs a weekly Aging with Dignity support group via teleconference to level participation equally from participants who do not own or are not comfortable with using computers. The support group offers a place for older adults to discuss the challenges of growing older as they feel they are becoming more invisible in society. Anticipated program impact includes increased knowledge of journaling, art, music, and how to access credible health information on the internet, increased knowledge or understanding of new skills/tools, increased self-management skills, and access to creative programs. This program is a community-based initiative and will partner with Breaking Ground, JASA, Lenox Hill Neighborhood House, and Prime Care. 6. Charla de Lupus/Lupus Chat: This is a social work-led program that engages and trains peer volunteers to become empowering role models by providing culturally relevant strategies to help increase understanding of this complex illness and its treatment, improve medication adherence, and enhance coping and healthy behaviors. Comprehensive bilingual (English/Spanish) services include the Charla Line, toll-free national support and education helpline; weekly Onsite Peer Support Outreach at four hospital-based clinics, monthly Charla Teen and Parent Lupus Chat Groups; numerous communities, professional education, and government collaborations. Anticipated program impact increased knowledge in culturally diverse systemic lupus erythematosus (SLE) teens/young adults on how to identify perceived discrimination/implicit bias, increased self-efficacy skills in culturally diverse SLE teens/young adults in addressing perceived discrimination/implicit bias, increased physician understanding and knowledge of bias and perceived discrimination in culturally diverse SLE patients, and increased physician integration of training concepts into their practice aligned with perceived discrimination/implicit bias. This program is a community-based initiative and will partner with Dr. Alisha Akinsete from HSS and Columbia University Medical Center. 7. LANtern Lupus Asian Network: HSS LANtern is a national model for the support and education of Asian Americans with lupus and their families. LANtern is the only hospital-based support and education program designed specifically for Asians/Asian Americans with lupus. Through its bilingual (English/Chinese) Support Line, publications, community and professional programs, and capacity building, the program seeks to enhance awareness, understanding, coping, and knowledge for Asian Americans with lupus and their loved ones. The anticipated program impact includes increased self-efficacy among Asian community participants with lupus, increased effective self-management skills for community participants with lupus, and increased knowledge among community participants with lupus. This program is a community-based initiative and will partner with Association of Chinese American Physicians (ACAP), Charles B. Wang Community Health Center (CBWCHC), Chinese American Medical Society (CAMS), Lupus Foundation of America (LFA), New York Presbyterian Lower Manhattan Hospital, Visiting Nurse Service (VNS), and Chinatown Community Center. 8. Inflammatory Arthritis (IA) Support and Education Programs: This initiative addresses the psychoeducational needs of community members and their families living with long-standing rheumatoid arthritis, and for people newly diagnosed. These monthly programs feature a lecture on an RA-specific topic its management, presented by healthcare professionals, and are followed by a support group, co-facilitated by a social worker and a rheumatology nurse. The anticipated program impact includes increased self-efficacy, increased coping skills, increased access to culturally and linguistically tailored, disease-specific support and education to the Latinx RA community, and perceived improved coping, self-management, and reduced isolation. This program is a community-based i PART V, LINE 13C,G PER HOSPITAL POLICY, ASSETS FOR THOSE INDIVIDUALS WITH INCOME ABOVE 300% OF THE POVERTY GUIDELINES MAY BE CONSIDERED IN THE CALCULATION UTILIZED IN DETERMINING DISCOUNTS TO PATIENTS. HOWEVER, IN PRACTICE, ASSETS ARE NOT CONSIDERED IN ANY DETERMINATION. AVAILABLE NET ASSETS WILL NOT BE CONSIDERED FOR ANY INDIVIDUAL WHOSE INCOME LEVEL IS AT 300% OR LESS OF THE FPL. RESIDENTS OF THE UNITED STATES WHOSE GROSS ANNUAL INCOME DOES NOT EXCEED SEVEN TIMES THE MOST CURRENT U.S. HEALTH AND HUMAN SERVICES (HHS) POVERTY GUIDELINES FOR THEIR FAMILY SIZE (TOTAL EXEMPTIONS CLAIMED ON THEIR FEDERAL TAX RETURN) ARE ELIGIBLE TO BE CONSIDERED FOR A PERCENTAGE DISCOUNT OF THEIR HOSPITAL BILL AS OUTLINED IN THIS POLICY, INCLUDING, WHERE APPLICABLE, A DISCOUNT OFF OF THEIR CO-PAYMENTS OR DEDUCTIBLES. NON-RESIDENTS OF THE UNITED STATES MAY BE CONSIDERED FOR A CHARITABLE DISCOUNT. THE POLICY INCLUDES A "SPECIAL ACCESS PROGRAM". INDIVIDUALS WHO DON'T EXCEED 700% OF THE FPL, BUT FAIL THE COVERAGE CRITERIA STATED BELOW, MAY STILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE THROUGH THE SPECIAL ACCESS PROGRAM, BUT ONLY THOSE INDIVIDUALS WHO ARE NOT ANTICIPATED TO REQUIRE SERVICES OUTSIDE OF HSS. THE SPECIAL ACCESS PROGRAM MAKES FINANCIAL ASSISTANCE AVAILABLE TO THE FOLLOWING GROUPS, PROVIDED THE APPLICABLE INDIVIDUALS SATISFY THE FINANCIAL CRITERIA (INCOME AT OR BELOW 700% FPL): U.S. RESIDENTS WHO HAVE MEDICAL INSURANCE THAT DOES NOT PAY FOR SERVICES AT HSS (AND NO OUT-OF-NETWORK COVERAGE IS AVAILABLE), BUT THE SERVICE THE INDIVIDUAL NEEDS IS OF A TYPE THAT IS NOT REASONABLY AVAILABLE (AND COVERED UNDER THE INDIVIDUAL'S PLAN) NEARER TO THE PATIENT'S RESIDENCE THAN HSS. GENERALLY, THIS RULE IS INTENDED TO APPLY TO HIGHLY SPECIALIZED CARE THAT IS NOT AVAILABLE AT MOST HOSPITALS, BUT IS AVAILABLE AT HSS. U.S. RESIDENTS WHO HAVE MEDICAL INSURANCE THAT DOES NOT PAY FOR SERVICES AT HSS (AND NO OUT-OF-NETWORK COVERAGE IS AVAILABLE) BUT DO NOT QUALIFY UNDER THE PRECEDING PARAGRAPH (2)(D)(1), AND NON-U.S. RESIDENTS WITH NO APPLICABLE COVERAGE, IN EACH CASE WHO ARE REFERRED TO HSS BY PHYSICIANS WHO ARE PARTICIPANTS IN THE HSS PHYSICIAN HOSPITAL ORGANIZATION (PHO), PROVIDED THAT SUCH REFERRAL IS APPROVED BY HSS. PART V, LINE 16A-C THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE ON THE HOSPITALS WEBSITE AT: www.hss.edu/financial-assistance.asp PART V, LINE 16J INFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. IN ADDITION, THE FINANCIAL ASSISTANCE POLICY AND SUMMARY OF THE HOSPITAL'S POLICY IS POSTED ON THE HOSPITAL'S WEBSITE. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. PART V, LINE 21D THE HOSPITAL FOR SPECIAL SURGERY IS A SPECIALTY ORTHOPEDIC HOSPITAL AND DOES NOT OPERATE AN EMERGENCY ROOM. THE HOSPITAL IS AFFILIATED WITH THE NEW YORK PRESBYTERIAN HEALTH SYSTEM, WHICH OPERATES A FULL-SERVICE HOSPITAL MAINTAINING AN EMERGENCY ROOM LOCATED ADJACENT TO THE HOSPITAL FOR SPECIAL SURGERY. 21 HSS ASC OF MANHATTAN 1233 SECOND AVENUE NEW YORK NY 10065 AMBULATORY SURGERY CENTER HSS WEST SIDE ASC LLC 600-610 WEST 58TH STREET NEW YORK NY 10019 AMBULATORY SURGERY CENTER HSS PHYSIATRY & PAIN MANAGEMENT 429 EAST 75TH STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES,& AFFL PHYS OFFICES HSS WESTCHESTER OUTPATIENT CENTER 1133 WESTCHESTER AVENUE WHITE PLAINS NY 10604 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY & AFFL PHYS OFFICES HSS STAMFORD OUTPATIENT CENTER 1 BLACHLEY ROAD STAMFORD CT 06902 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES,& AFFL PHYS OFFICES HSS LONG ISLAND OUTPATIENT CENTER 333 EARLE OVINGTON BLVD UNIONDALE NY 11553 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, SPECIAL PROCEDURES & AFFL PHYS OFFICES HSS WEST SIDE OUTPATIENT CENTER 600-610 WEST 58TH STREET NEW YORK NY 10019 OUTPATIENT CENTER WITH DIAGN IMAGING, PHYS THERAPY, SPECIAL PROCEDURES & AFFL PHYS OFFICES HSS EAST RIVER PROFESSIONAL BUILDING 523 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING & AFFILIATED PHYSICIAN OFFICES HSS PARAMUS OUTPATIENT CENTER 140 EAST RIDGEWOOD AVENUE PARAMUS NJ 07652 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY & AFFL PHYS OFFICES HSS SPORTS PERFORMANCE CENTER 525 EAST 71ST BELAIRE BUILDING NEW YORK NY 10021 OUTPATIENT CENTER WITH PHYSICAL THERAPY HSS BROOKLYN OUTPATIENT CENTER 148-168 39TH STREET BROOKLYN NY 11232 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS Midtown 770 Lexington Ave NEW YORK NY 10065 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS AMBULATORY CARE CLINIC 475 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY AND CLINIC HSS RIVER TERRACE 519 EAST 72ND STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS HUDSON YARDS 560 W 33RD ST NEW YORK NY 10001 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS FLORIDA 300 PALM BEACH LAKES BLVD WEST PALM BEACH FL 33401 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING, PHYSICAL THERAPY, & AFFL PHYS OFFICES HSS SPINE THERAPY CENTER 405 EAST 75TH STREET NEW YORK NY 10021 OUTPATIENT CENTER WITH PHYSICAL THERAPY HSS ORTHO INJURY CARE 1233 SECOND AVENUE NEW YORK NY 10065 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS QUEENS OUTPATIENT CENTER 176-60 UNION TURNPIKE FRESH MEADOWS NY 11366 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS Florida - Wellington 1395 S State Rd 7 Wellington FL 33414 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES HSS INTEGRATIVE CARE CENTER 635 MADISON AVENUE NEW YORK NY 10022 OUTPATIENT CENTER WITH DIAGNOSTIC IMAGING AND AFFILIATED PHYSICIAN OFFICES PART I, LINE 7, COLUMN F 2022 BAD DEBT EXPENSE PRESENTED ON THE 2022 AUDITED FINANCIAL STATEMENTS WAS $8,783,572. IN ADDITION, TOTAL OPERATING EXPENSE WAS ADJUSTED ACCORDINGLY TO REFLECT THE .35% ($4,115,214) HEALTH FACILITY TAX ASSESSMENT AND 1% ($4,733,793) STATEWIDE ASSESSMENT IMPOSED BY NEW YORK STATE. AS SUCH, THESE FEES WERE ADJUSTED ACCORDINGLY IN LINE 7 AS WELL AS THE TOTAL OPERATING EXPENSE. PART I, LINE 7 THE HOSPITAL USED THE FOLLOWING METHODOLOGIES TO CALCULATE THE AMOUNTS REPORTED FOR EACH LINE ON SCHEDULE H, LINE 7: (1)LINE 7A "FINANCIAL ASSISTANCE AT COST" - UTILIZED GROSS CHARGES WRITTEN OFF REFLECTED IN THE 2022 MEDICARE COST REPORT AND REDUCED TO COST BY APPLYING THE RATIO OF PATIENT CARE COST-TO-CHARGES. THE PATIENT COST TO CHARGE RATIO IS CALCULATED IN WORKSHEET 2 WITH INFORMATION FROM THE 2022 MEDICARE COST REPORT AND HSS' 2022 GENERAL LEDGER TRIAL BALANCE. THIS COST WAS OFFSET BY THE NEW YORK STATE UNCOMPENSATED CARE POOL REVENUE. (2)LINE 7B "UNREIMBURSED MEDICAID" - UTILIZED THE DECISION SUPPORT ACCOUNTING SYSTEM TO IDENTIFY TOTAL COST (DIRECT AND INDIRECT) IN PROVIDING PATIENT SERVICE TO MEDICAID AND MEDICAID MANAGED CARE PATIENTS. IN ADDITION, ASSESSMENTS TO NYS FOR INDIGENT CARE POOLS ARE INCLUDED. (3)LINE 7E "COMMUNITY HEALTH IMPROVEMENT SERVICES" - THE HOSPITAL APPLIED ACTUAL EXPENSES TO DERIVE DIRECT COST AND UTILIZE THE COST REPORT TO DERIVE INDIRECT EXPENSES, APPLICABLE TO SUCH PROGRAMS. (4)LINE 7F "HEALTH PROFESSION EDUCATION" - THE MEDICAL EDUCATION COST WAS OBTAINED FROM THE 2022 MEDICARE COST REPORT FOR DIRECT AND INDIRECT EXPENSE. THE COST WAS OFFSET BY MEDICARE AND MEDICAID REVENUE RELATED TO DIRECT GME AS WELL AS OTHER DIRECT OFFSETTING REVENUE RELATED TO "HEALTH PROFESSION EDUCATION". (5)LINE 7H "RESEARCH" - THE 2022 MEDICARE COST REPORT WAS UTILIZED. PART III, LINES 2, 3, 4 A COST TO CHARGE RATIO OF 43.42% AS CALCULATED PER THE APPLICABLE FORM 990 INSTRUCTIONS WAS APPLIED TO THE BAD DEBT EXPENSE (AT CHARGES) OF $8,783,572 TO CALCULATE THE BAD DEBT EXPENSE OF $3,813,827 AT COST. IN 2022, THE HOSPITAL SCREENED BOTH INPATIENT AND OUTPATIENT ACCOUNTS PRIOR TO BEING CLASSIFIED AS BAD DEBT FOR "PRESUMPTIVE ELIGIBILITY" UTILIZING A COMMERCIALLY AVAILABLE INCOME PREDICTOR SOFTWARE. THE UNCOMPENSATED CARE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENT STATES, "AS A MATTER OF POLICY, THE HOSPITAL PROVIDES SIGNIFICANT AMOUNTS OF PARTIALLY OR TOTALLY UNCOMPENSATED PATIENT CARE. FOR ACCOUNTING PURPOSES, SUCH UNCOMPENSATED CARE IS TREATED EITHER AS CHARITY CARE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY OR AS BAD DEBT EXPENSE. THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY ENSURES THE PROVISION OF QUALITY HEALTH CARE TO THE COMMUNITY SERVED WHILE CAREFULLY CONSIDERING AND TAKING INTO ACCOUNT THE ABILITY OF THE PATIENT TO PAY. THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM'S ELIGIBILITY THRESHOLD IS 700% OF THE FEDERAL POVERTY GUIDELINES, WHICH IS IN EXCESS OF THE NEW YORK STATE MINIMUM REQUIREMENTS OF 300%. THE HOSPITAL HAS DEFINED CHARITY CARE FOR ACCOUNTING AND DISCLOSURE PURPOSES AS THE DIFFERENCE BETWEEN ITS CUSTOMARY CHARGES AND THE DISCOUNTED RATES GIVEN TO PATIENTS IN NEED OF FINANCIAL ASSISTANCE. AS THE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY IS NOT PURSUED, SUCH AMOUNTS ARE NOT REPORTED AS REVENUE. PATIENTS WHO DO NOT QUALIFY FOR DISCOUNTED FEES ARE BILLED AT THE HOSPITAL'S ESTABLISHED CHARGES. UNCOLLECTED BALANCES FOR THESE PATIENTS ARE CATEGORIZED AS BAD DEBTS. TOTAL UNCOMPENSATED CARE IN 2022 AND 2021 FOR ALL PATIENT SERVICES AGGREGATED APPROXIMATELY $26.4 MILLION AND $20.4 MILLION RESPECTIVELY. IN ADDITION, THE HOSPITAL OPERATES ITS CLINICS AT A LOSS, TO HELP MEET THE NEEDS OF LOW INCOME AND UNINSURED INDIVIDUALS, AND ALSO OPERATES NUMEROUS OUTREACH AND EDUCATION PROGRAMS WHICH BENEFIT THE COMMUNITIES IT SERVES." PART III, LINE 8 OVER 55% OF THE HOSPITAL'S INPATIENT POPULATION IS REPRESENTED BY MEDICARE and Medicare Managed Care. THE MEDICARE SHORTFALL OF $78,432,380 AS REPORTED IN PART III, LINE 7 WAS CALCULATED USING MEDICARE COST REPORTING PRINCIPLES AND A COST TO CHARGE RATIO METHODOLOGY. THE MEDICARE SHORTFALL SHOULD BE CONSIDERED AS A COMMUNITY BENEFIT BECAUSE THE HOSPITAL IS PROVIDING CARE TO THESE PATIENTS WITH FULL KNOWLEDGE THAT THE MEDICARE REIMBURSEMENT WILL NOT COVER THE COST OF PROVIDING CARE TO THESE RESIDENTS OF OUR COMMUNITY. PART III, LINE 9B SELF PAY BALANCES, INCLUDING RESIDUAL BALANCES DUE AFTER PAYMENT FROM AN INSURANCE CARRIER, AS WELL AS BALANCES DUE AFTER FINANCIAL ASSISTANCE DISCOUNTS HAVE BEEN APPLIED, ARE HANDLED ACCORDING TO THE FOLLOWING POLICY: ALL PATIENTS ARE BILLED USING STANDARD CYCLES INCLUDING THE ISSUANCE OF A DETAILED BILL, COLLECTION LETTERS AND/OR TELEPHONE CALLS, AND THEN RANSFERRED TO A "PRE-COLLECTION STATUS." THESE COLLECTION EFFORTS ARE DOCUMENTED ELECTRONICALLY IN THE PATIENT'S FILE. DURING THE PRE-COLLECTION PHASE, ADDITIONAL TELEPHONE CALLS AND/OR LETTERS ARE MADE TO ATTEMPT TO COLLECT PAYMENT IN FULL. IF UNSUCCESSFUL, THE ACCOUNT IS TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY, NO LESS THAN 120 DAYS AFTER THE ORIGINAL SELF PAY BILLING DATE. THESE REASONABLE COLLECTION EFFORTS INCLUDE ALL PATIENT ACCOUNTS, FOR BOTH MEDICARE AND NON-MEDICARE PATIENTS. MEDICARE AND NON-MEDICARE ACCOUNTS ARE RECORDED SEPARATELY. ANY PATIENTS EXPRESSING INTEREST IN APPLYING FOR FINANCIAL ASSISTANCE WILL HAVE THEIR BILLS HELD PENDING ELIGIBILITY DETERMINATION. IF PATIENT IS ELIGIBLE, THE ACCOUNT WILL BE REDUCED BASED ON THE APPROPRIATE SLIDING SCALE DISCOUNT AND THE RESULTING BALANCE WILL BE RE-BILLED ACCORDINGLY. PAYMENTS RECEIVED BY THE COLLECTION AGENCY REDUCE THE AMOUNT RECORDED AS BAD DEBT. IT IS THE HOSPITAL'S PRACTICE NOT TO FILE SUIT, ATTACH ASSETS, OR PURSUE LIENS FOR ALL PATIENTS INCLUSIVE OF FAP ELIGIBLE PATIENTS. IN CERTAIN INSTANCES, IN COORDINATION WITH THE HOSPITAL'S INTERNAL LEGAL COUNSEL, THE HOSPITAL MAY TAKE SUCH MEASURES IF DEEMED WARRANTED. PAYMENT ARRANGEMENTS: IF PATIENTS ARE UNABLE TO PAY THE ENTIRE BALANCE IN FULL, PAYMENT ARRANGEMENTS OF MONTHLY PAYMENT WILL BE OFFERED. UNDER SUCH ARRANGEMENTS, ACCOUNTS ARE TYPICALLY PAID IN FULL WITHIN SIX TO TWELVE MONTHS UNLESS OTHERWISE EXTENDED AS PART OF THE FINANCIAL ASSISTANCE PROGRAM. A CONFIRMATION LETTER WILL BE SENT WITHIN 5 DAYS, EXPLAINING THE TERMS OF THE AGREEMENT. IF A MONTHLY PAYMENT IS MISSED, THE ACCOUNT WILL PROGRESS TO THE NEXT STAGE IN THE CYCLE. UNDER CERTAIN CIRCUMSTANCES, HSS MAY PROVIDE FINANCIAL ASSISTANCE PRIOR TO, OR WITHOUT, ANY APPLICATION BEING MADE FOR SUCH ASSISTANCE. AT HSS, THIS WILL BE PERFORMED THROUGH A SCREENING PROCESS. UNPAID ACCOUNTS WILL BE SCREENED USING COMMERCIALLY AVAILABLE INCOME PREDICTOR SOFTWARE TO DETERMINE WHETHER INDIVIDUALS MAY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON VARIABLES SUCH AS ADDRESS, AGE AND GENDER (PRESUMPTIVE ELIGIBILITY). HSS WILL ALSO CONDUCT PRESUMPTIVE ELIGIBILITY SCREENINGS ON ACCOUNTS PRIOR TO REFERRAL FOR ANY EXTRAORDINARY COLLECTION ACTIONS (ECA) AS DEFINED BELOW IN "COLLECTION ACTIVITIES". PRESUMPTIVE ELIGIBILITY DETERMINATIONS WILL APPLY ONLY TO THE UNPAID BALANCE(S) THAT TRIGGERED THE SCREENING PROCESS. IF THE INDIVIDUAL QUALIFIES UNDER THE PRESUMPTIVE METHODOLOGY WITH RESPECT TO THE UNPAID BALANCE(S), THEN HSS WILL GRANT THE MAXIMUM LEVEL OF ASSISTANCE OTHERWISE PERMITTED WITH RESPECT TO THE UNPAID AMOUNT. INDIVIDUALS WHO ARE GRANTED FINANCIAL ASSISTANCE UNDER PRESUMPTIVE ELIGIBILITY WILL BE PROVIDED NOTICE OF THEIR ABILITY TO APPLY FOR ADDITIONAL ASSISTANCE UNDER THE POLICY. IF PRESUMPTIVE ELIGIBILITY IS AWARDED BASED ON A SCREENING OF UNPAID BALANCES OVER 240 DAYS, INDIVIDUALS MAY, WITHIN THIRTY (30) DAYS FROM THE DATE OF THE GRANTING OF PRESUMPTIVE ELIGIBILITY, APPLY FOR ADDITIONAL FINANCIAL ASSISTANCE FOR THE SERVICES TO WHICH THE PRESUMPTIVE ELIGIBILITY DETERMINATION HAS BEEN APPLIED. IN 2022, THE HOSPITAL CONDUCTED NO EXTRAORDINARY COLLECTION ACTIONS. PART VI, LINE 2 - NEEDS ASSESSMENT HOSPITAL FOR SPECIAL SURGERY'S NEEDS ASSESSMENT PROCESS INCORPORATES RELEVANT NATIONAL, STATE, AND CITY HEALTH DATA, GOALS, AND PRIORITIES. THE HOSPITAL UTILIZES HEALTHY PEOPLE 2025, WHICH SETS BROAD-BASED GOALS AND OBJECTIVES TO EXPAND AMERICANS' ACCESS TO CARE, AND TO ELIMINATE HEALTH DISPARITIES BY AGE, GENDER, RACE, OR DISABILITIES, AND PAYS SPECIAL ATTENTION TO INFORMATION REGARDING THE DIVERSE NEEDS OF ALL NEW YORKERS. THE HOSPITAL ROUTINELY CONDUCTS NEEDS ASSESSMENTS AMONG KEY GROUPS IN ITS COMMUNITY, ON WHICH TO BASE MULTI-YEAR PROGRAMS. OTHER NEEDS ASSESSMENT DATA IS GATHERED THROUGH A RIGOROUS EVALUATION PROCESS OF PUBLIC PROGRAMS. IN 2022, HSS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO PROVIDE INSIGHT INTO OUR COMMUNITY'S: (1) HEALTH STATUS AND QUALITY OF LIFE; (2) HEALTH BEHAVIOR AND LIFESTYLE; (3) USE OF AND ACCESS TO CARE; AND (4) SOCIO-DEMOGRAPHIC CHARACTERISTICS, garnering a response from more than 18,000 patients and community members. IN ADDITION, key informant interviews were held with 22 community partners TO ALLOW for additional insight into community health needs. A series of 8 virtual forums reaching 131 community members were also held, where they engaged in an open discussion about the CHNA results and were then asked to rank 7 health indicators in order of importance. This provided HSS WITH THE APPROPRIATE DIRECTION IN SELECTING ITS PUBLIC HEALTH PRIORITIES. ALL HOSPITAL Community Education & Outreach PROGRAMS, AND DIAGNOSIS-BASED SUPPORT AND EDUCATION GROUPS INCLUDE PARTICIPANT QUESTIONNAIRES, AND THE FEEDBACK FROM THESE ARE COLLECTED, EVALUATED, AND USED IN FORMULATING NEW OR REFINING EXISTING OFFERINGS FOR THE PUBLIC. FURTHER, THE HOSPITAL'S PATIENT EXPERIENCE COUNCIL REVIEWS PRESS GANEY PATIENT COMMENTS AND QUARTERLY REPORTS, AND ALONG WITH DEPARTMENTAL MANAGERS AND MULTIDISCIPLINARY TEAMS DEVELOPS IMPROVEMENTS IN SERVICES BASED ON THIS FEEDBACK OF PATIENTS' NEEDS. FINALLY, TO ENSURE THE RANGE OF NEEDS IS INTERPRETED AT THE HIGHEST LEVEL OF MANAGEMENT, THE QUALITY BETTER COMMITTEE OF THE HOSPITAL'S BOARD OF TRUSTEES RECEIVES AND REVIEWS ONGOING REPORTS THAT INCLUDE RESULTS OF PATIENTS' SATISFACTION TRENDS AND A SUMMARY OF THE HOSPITAL-WIDE QUALITY ASSESSMENT AND PERFORMANCE IMPROVEMENT PROGRAM. PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE INFORMATION ABOUT THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM IS POSTED IN SIGNAGE IN ALL AREAS OF THE HOSPITAL AND ANCILLARY SERVICE LOCATIONS WHERE A PATIENT IS REGISTERED FOR SERVICES. ANY HOSPITAL BILL RECEIVED BY THE PATIENT FOR SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ADDITIONALLY, ANY BILL SENT TO A PATIENT BY THE HOSPITAL OR THE HOSPITAL'S COLLECTION SERVICE CONTAINS INFORMATION ON THE AVAILABILITY OF THE FINANCIAL ASSISTANCE PROGRAM. ALL REGISTRATION, CUSTOMER SERVICE, AND PATIENT ACCOUNTING STAFF ARE TRAINED ON THE AVAILABILITY OF THE PROGRAM AND INSTRUCTED ON HOW AND WHEN TO COMMUNICATE THIS INFORMATION. THE FINANCIAL ASSISTANCE ASSOCIATES EDUCATE, SCREEN, AND MAKE THE ELIGIBILITY DETERMINATION FOR THE HSS FINANCIAL ASSISTANCE PROGRAM. THE ASSOCIATES ARE ALSO AVAILABLE TO ASSIST THE PATIENT IN FILLING OUT ALL FINANCIAL ASSISTANCE RELATED FORMS. PART VI, LINE 4 - COMMUNITY INFORMATION The Hospital for Special Surgery's primary service area consists of the five boroughs of New York City, while its secondary service area is comprised of Hudson Valley, New York; Northern and Central New Jersey; Connecticut; Long Island, New York; and Palm Beach County, Florida. HSS patients come from many communities locally, regionally, nationally, as well as internationally. PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH Hospital For Special Surgery's (HSS) community outreach brings information to patients, professionals and the public through collaboration with educational, multi-service social service agencies, faith-based organizations, support and education groups and programs, community-based organizations, and academic institutions. In addition, HSS provides educational opportunities to the community through health fairs educational lectures and workshops through partnerships with public schools, health clinics, and senior centers. In 2022, we collaborated with an array of community organizations to meet educational and support needs for underserved communities in areas such as musculoskeletal health, nutrition and physical activity, health literacy, social support and disease self-management. Each year HSS sponsors various community education, support and outreach programs including educational workshops on musculoskeletal health and wellness, Leon Root, MD Pediatric Outreach Program, HSS Asian Community Bone Health Initiative, Greenberg Academy for Successful Aging, Aging With Dignity Initiative, Sneaker (super nutrition for all kids to eat right), HSS Sports Safety Program, Pain & Stress Management Program, Lupusline, LANtern (Lupus Asian Network) The SLE Workshop, Early Rheumatoid Arthritis (RA), Living with RA Support And Education Groups and Latinx RA Community Support and Education Group VOICES 60+ Senior Advocacy Program, the Myositis Support and Education Group, Charla de Lupus (Lupus Chat), and the VOICES Medicaid Education Program. HSS offers a hybrid approach to our education & outreach programs, offering a mix of in-person and virtual programming. Depending on the audience, there were various formats used including zoom and conference call, ensuring our education, support and coaching programs were able to reach our diverse community. This hybrid approach allows us to reach a national and global audience of patients and the public. Many HSS programs featured HSS medical/clinical staff in helping patients and the public navigate this very challenging time. HSS places a high value on the impact that our community benefit programs have on the community. In 2022, we reached more than 6 million people with our live and on-demand programs, through nearly 900 programs, and distributed health education materials to nearly 1.1 million people (which includes over 1 million web page views). Program evaluation surveys given to program participants assessing self-management metrics indicated that 92% of respondents gained knowledge from attending programs, 91% learned how to manage their condition, 95% were satisfied with the program and 96% would recommend the program to others. Qualitative assessments indicated that due to participating in our programs, participants felt a sense of connection with others, learned something new, felt less isolated and learned the most current, up-to-date information. As part of its commitment to the community, in 2022 HSS continued to provide our community with valuable information on developed the Feel Better From Home platform, designed to make HSS expertise, insights and care available to anyone who needed it, wherever they needed it. The content provides information to help people stay active and healthy and are focused on injury prevention, fitness, health, mind/body and kids/sport. In addition, the Social Work Programs and Community Education & Outreach worked with rheumatology clinicians and other HSS faculty to provide their expertise for a better understanding of musculoskeletal disease, and continue to offer patients support around feelings of anxiety, depression, isolation, the loss of loved ones and coping with a chronic illness. A committee of the Board of Trustees focusing on the hospital's community benefit activities continues to provide oversight on HSS community education, outreach and support programs. In addition, the hospital conducted a large-scale Community Health Needs Assessment offered in English, Chinese and Russian, which garnered more than 18,000 responses and implements community programming based on the results this survey. HSS continues to have wide representation of our Community Service Plan (CSP) initiatives through ongoing programs specifically tailored for diverse communities offered in English, Spanish & Chinese. This included addressing the management of musculoskeletal issues and pain in older adults, lupus and mental health, lifestyle medicine and conducting key informant interviews to understand cultural themes regarding healthcare to enhance our interventions with our diverse communities. In addition, The RA Latinx Support & Education Program presented a three-part bilingual online video education series titled Physical Activity & Inflammatory Arthritis. The Pain and Stress Management Program continues to provide support to our diverse, vulnerable patient population. In addition, HSS has created webinars, blogs and educational videos for wide ranging community benefit topics. HSS continues to present at national conferences to bring awareness to the larger professional and public communities about musculoskeletal health and self-management of disease. The HSS Community Education & Outreach staff was invited to deliver one virtual poster presentation at the 2022 American College of Rheumatology (ACR) Annual Meeting (virtual meeting) about assessing musculoskeletal health needs of underserved patients and community members using a community based participatory research approach. In addition, a virtual oral presentation was given on using data visualization to foster a continuous quality improvement framework for public health programs at the 2022 American Public Health Association (APHA) Annual Meeting. The Social Work Programs Department was invited to the 2022 annual meeting of the American College of Rheumatology and contributed both poster and podium presentations including an Ignite Talk, presented by the Charla de Lupus (Lupus Chat) program on the Effectiveness & Impact of an In-Person Peer Support Group That Transitioned to a Virtual Platform During the COVID-19 Pandemic. Other poster presentation included the Patient Perspective of Unique Support and Education Needs of Latinx/Latino(a)/Hispanic Rheumatoid Arthritis Patients: Implications for a Culturally Tailored and Disease Specific Intervention. Additionally, our department coordinated an important session titled: "Dignity and Respect: How to welcome and care for gender diverse patients in your practice". This session raised awareness on health disparities faced by the LGBTQIA+ community. The goals were to educate Rheumatology physicians and other interdisciplinary professionals to the many barriers LGBTQIA+ people face within health care, including discrimination, stigma, and fear resulting in the lack of trust of health care professionals, and/or limited access to preventative, primary and specialty care. Strategies to address these health disparities were shared, such as the use of gender affirming and inclusive language and key strategies in medication management, assessment and interventions with gender diverse patients to ensure that we provide the highest quality of care for all patients This is a part of our ongoing effort to identify the needs of diverse communities and to disseminate successful evidence-based community interventions. Additionally, our Senior Manager for Inflammatory Arthritis Support and Education Programs was awarded the ARP Distinguished Clinician Award at the conference. This award is provided to a member engaged in clinical practice and demonstrates outstanding clinical expertise in arthritis and rheumatic diseases. For the past eight years in a row the hospital has been designated as a leader in LGBTQ health by the Human Rights Campaign's Healthcare Equity Index devoted to promoting equitable and inclusive care for LGBTQ patients and their families. HSS is committed to equity and inclusion for all and as such created the Diversity, Equity and Inclusion (DEI) Leadership Council which is working to further enhance diversity initiatives; develop mentorship and leadership efforts and policies, procedures and processes that cultivate a sense of inclusion for everyone at HSS; and utilize metrics and goals to hold the institution accountable to new programmatic initiatives. Consistent with these initiatives, the position of Assistant Vice President for Community Engagement, Diversity and Research, further enhances resources and the hospitals commitment to addressing health disparities and health equity while engaging the community and grounding interventions in evidence-based research and practice. Our Senior Outcomes Manager continues to play an integral role in the assessment, collaboration and evaluation of outcomes regarding the collection of race, ethnicity and language, sexual orientation and gender identity data collection to ensure we provide the highest quality of care fo PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM THE HOSPITAL HAS A MEDICAL AND CLINICAL AFFILIATION WITH NEW YORK PRESBYTERIAN HOSPITAL (NYPH) WHERE THE HOSPITAL FUNCTIONS AS THE PRINCIPAL ORTHOPEDIC AND RHEUMATOLOGY FACILITY FOR NYPH AT ITS EAST 68-EAST 70 STREET FACILITY (EAST CAMPUS). THE HOSPITAL ALSO HAS A COLLABORATION AGREEMENT WITH THE STAMFORD HOSPITAL (SH), AN ACUTE CARE HOSPITAL IN STAMFORD, CONNECTICUT, AND STAMFORD HEALTH, INC. (SHI), THE SOLE MEMBER OF SH. UNDER THE COLLABORATION AGREEMENT, THE HOSPITAL MANAGES THE SH DEPARTMENT OF ORTHOPEDIC SURGERY, INCLUDING CERTAIN DISCRETE ORTHOPEDIC SPACE AND ACTIVITIES WITHIN THE MAIN BUILDING OF SH. true THE ASPEN INSTITUTE 2300 N ST NW STE 700 WASHINGTON DC 20037 840399006 501 (C) (3) 250000 GENERAL SUPPORT Arthritis Foundation INC 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 581341679 501 (C) (3) 170000 GENERAL SUPPORT URBAN DOVE INC 21-21 41 Avenue Long Island City NY 11101 133997718 501 (C) (3) 15000 GENERAL SUPPORT THE ALS ASSOCIATION GREATER NY CHAPTER 42 Broadway 1724 New York NY 10004 133616680 501 (C) (3) 15000 GENERAL SUPPORT RESEARCH FOUNDATION OF CUNY 230 West 41st Street New York NY 10036 131988190 501 (C) (3) 80000 GENERAL SUPPORT BROOKLYN BASEBALL CO LLC 1904 Surf Avenue Brooklyn NY 11224 113509354 13160 GENERAL SUPPORT UNITED HOSPITAL FUND OF NY 1411 Broadway 12th Fl New York NY 10018 131562656 501 (C) (3) 25000 GENERAL SUPPORT USA FOOTBALL INC 45 N PENNSYLVANIA ST STE 700 INDIANAPOLIS IN 46204 113667205 501 (C) (3) 25000 GENERAL SUPPORT WORKERS COMPENSATION INSTITUTE 2846 Remington Green Circle Tallahassee FL 32308 592846608 501 (C) (3) 12500 GENERAL SUPPORT AFYA FOUNDATION 140 Saw Mill River Road Yonkers NY 10701 261300361 501 (C) (3) 64165 BOOK VALUE MEDICAL SUPP & EQUIP WAR IN UKRAINE 9 1 SCHEDULE I, PART I, LINE 2 THE HOSPITAL FOR SPECIAL SURGERY RAISED FUNDS TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSE OF ITS TAX EXEMPTION. THE CONTRIBUTIONS GIVEN TO THE OUTSIDE ORGANIZATIONS ARE FOR GENERAL PURPOSES. X X true true X X X X true false false true false true false false false S Louis Bridges Jr Member/Physician-in-Chief 626121 0 234592 0 25864 500 22875 0 8604 0 918056 500 0 0 Duretti Fufa - Left BOT 2022 Member/Assoc Attending Physici 541901 0 0 0 566084 0 27450 0 23570 0 1159005 0 0 0 Lionel Ivashkiv Member/Chief Scientific Offic. 744069 0 88000 0 41104 0 27450 0 40044 0 940667 0 0 0 Todd J Albert Former Surgeon-in-Chief 131651 0 0 0 21332 0 13096 0 48458 0 214537 0 0 0 Bryan T Kelly Member/Surgeon-in-Chief 2558035 0 485000 0 2393012 0 27450 0 55413 0 5518910 0 0 0 Andy Miller Member/Assoc Attending Physici 455196 0 0 0 68588 0 27450 0 4719 0 555953 0 0 0 Douglas Padgett Member/Assoc Surgeon-in-Chief 1086260 0 162500 0 380380 0 27450 0 51635 0 1708225 0 0 0 Andrew A Sama-Join BOT 2022 Member/Assoc Attending Physici 116156 0 0 0 127 0 12583 0 49646 0 178512 0 0 0 Louis A Shapiro President & Chief Exec Officer 1576147 394037 1711707 427927 43874 10969 21960 5490 49726 12432 3403414 850855 0 0 Lisa A Goldstein Former Executive VP & COO 0 0 0 0 571474 0 0 0 0 0 571474 0 0 0 Stacey L Malakoff Exec VP & Chief Fin Officer 1209941 213519 790877 139566 93012 16414 23332 4118 41717 7362 2158879 380979 0 0 Irene Koch Exec VP & Chief Legal Officer 594034 104830 277798 49023 28690 5063 19444 3431 34025 6005 953991 168352 0 0 Justin Oppenheimer ENTERP Chief Operating Officer 839965 0 307859 0 4483 0 22875 0 33732 0 1208914 0 0 0 Paul Coyne - From 522 Sr. VP & CNO 408745 0 65734 0 13348 0 22875 0 11902 0 522604 0 0 0 Ricky Guillot - To 522 VP, Interim CNO 388409 0 137788 0 24669 0 22875 0 21826 0 595567 0 0 0 Hollis Potter Radiologist-in-Chief 1153534 0 176250 0 85284 0 27450 0 55413 0 1497931 0 0 0 Answorth A Allen Attending Physician 584334 5902 0 0 2683126 27102 27176 275 48196 487 3342832 33766 0 0 Han Jo Kim Attending Physician 1082449 0 0 0 2159193 0 27450 0 15411 0 3284503 0 0 0 Riley Williams Attending Physician 841875 0 200000 0 1719221 0 27450 0 58448 0 2846994 0 0 0 William M Ricci Chief of the Trauma Service 993784 0 0 0 1607482 0 22875 0 41770 0 2665911 0 0 0 Ernest Sink Attending Physician 402259 0 0 0 1808809 0 27450 0 48795 0 2287313 0 0 0 Schedule J, Part I, Line 1A/B First Class Travel - THE HSS TRAVEL POLICY STATES FOR BUSINESS CLASS TRAVEL PRIOR APPROVAL FROM THE CEO IS REQUIRED AND USUALLY ONLY APPROVED IF THE LENGTH OF THE FLIGHT IS GREATER THAN 5 HOURS. UPGRADE TO FIRST CLASS OCCURS ONLY IF BUSINESS CLASS DOES NOT EXIST. THE CEO, SURGEON-IN-CHIEF AND EXECUTIVE VICE PRESIDENTS HAVE APPROVAL FROM THE COMPENSATION COMMITTEE OF THE BOARD TO FLY BUSINESS CLASS IF THE FLIGHT IS GREATER THAN 5 HOURS, OR FIRST CLASS IF THE FLIGHT IS GREATER THAN 10 HOURS, OR BUSINESS CLASS IS NOT AVAILABLE. THE CEO REVIEWS THE EXECUTIVE VICE PRESIDENTS EXPENSES, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE CEO'S AND SURGEON-IN-CHIEF'S EXPENSES ON A QUARTERLY BASIS. BUSINESS CLASS OR FIRST CLASS TRAVEL ARE NOT TREATED AS TAXABLE COMPENSATION. IN 2022, FIRST CLASS TRAVEL WAS REIMBURSED TO THE CEO. Housing Allowance - Housing allowance was paid to the Executive Vice President & Chief Financial Officer, and Chief of the Trauma Service and was treated as taxable compensation. Schedule J, Part I, Line 4A Lisa Goldstein, former Executive Vice President & Chief Operating Officer received severance pay of $571,474, which is included in Schedule J, Part II, Column (B)(III). Severance PAYMENTS BEGAN JANUARY 2021 AND ENDED JUNE 2022. Schedule J, Part I, Line 5A Certain employed physicians listed on Part VII, Section A, Line 1A receive compensation in part, based on professional service revenue generated from services they personally performed in their individual practices. In 2022, no physician was paid compensation contingent upon the organization's overall revenue or net earnings. Schedule J, Part I, Line 6A Performance based incentive awards are paid to officers and key employees based on a number of important quality, satisfaction, efficiency, and financial measures, of which achieving budget is a factor. Schedule J, Part II THE PHYSICIAN-IN-CHIEF AND ONE OTHER ATTENDING PHYSICIAN RECEIVED $500 FROM MIAC, A RELATED ORGANIZATION, TO ATTEND MIAC'S BOARD OF DIRECTORS MEETING. A Dormitory Authority of the State of New York 146000293 2017-07-14 14979666 Tax Exempt Equipment Leasing false false false A 13674666 0 14979666 0 0 0 76089 0 0 14903577 0 0 2017 false false true true A false false false true true 0.00300 0.00300 false false false true A false false false true false false 0 false 0 false true A true Part IV, Line 2C For Tax Exempt Equipment Leasing Issues, the financing does not generate an investment income, therefore no calculation was performed and no rebate is due. X 17 545114 FMV false true false Schedule M, Part I, Column (B) The organization is reporting the number of contributions in Part I, column (b). FORM 990, PART VI - LINE 4 "SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS" The organization amended its bylaws in 2022 to allow for the co-chair of the HSS Board of Advisors to also have an Ex Officio (Non-voting) position on the Board of Trustees. Until that time, the language allowed for only the Chair. The amendment is consistent with the organizational and operational tests of Section 501(c)(3) as well as the furtherance of the organization's charitable mission. FORM 990, PART VI, SECTION A - LINE 6 & 7A - "MEMBERSHIP" THE HOSPITAL FOR SPECIAL SURGERY IS A MEMBERSHIP CORPORATION. THERE ARE FIVE MEMBERS OF THE CORPORATION. THREE OF THE FIVE HOSPITAL'S MEMBERS COME FROM THE HOSPITAL'S BOARD OF TRUSTEES (WITH ONE OF THREE ALSO DESIGNATED BY THE HOSPITAL TO SERVE ON THE BOARD OF AN AFFILIATE OF NEW YORK-PRESBYTERIAN HOSPITAL), A FOURTH MEMBER SERVES ON THE BOARD OF THE AFFILIATE OF THE NEW YORK-PRESBYTERIAN HOSPITAL, AND THE FIFTH MEMBER SERVES ON THE BOARD OF TRUSTEES OF WEILL CORNELL MEDICAL COLLEGE. THE FIVE HOSPITAL MEMBERS ELECT THE BOARD OF TRUSTEES OF THE HOSPITAL, UPON THE RECOMMENDATION OF CANDIDATES EITHER BY A MEMBER OR BY THE HOSPITAL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B - LINE 11B, "REVIEW PROCESS" The Form 990 is prepared by the management and reviewed by an outside independent accounting firm. PRIOR TO SUBMITTING THE FORM 990 TO THE INTERNAL REVENUE SERVICE (IRS), THERE IS AN ESTABLISHED PROCESS FOR REVIEW OF THE DOCUMENT IN ITS ENTIRETY BY THE GOVERNING BODY WHOSE EVALUATIONS ARE MADE IN THE BEST INTEREST OF HSS. THE FORM 990 IS FIRST REVIEWED WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEWED FORM 990 IS THEN SUBMITTED TO THE FULL BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO SUBMISSION OF THE FORM. IN ADDITION, SIGNIFICANT AREAS OF FORM 990 ARE DISCUSSED AT A BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION B - LINE 12C, "CONFLICT OF INTEREST POLICY" ON AN ANNUAL BASIS, INTEREST DISCLOSURE STATEMENTS ARE SENT TO ALL BOARD MEMBERS, OFFICERS, MEDICAL STAFF, MANAGEMENT, FELLOWS, RESIDENTS, RESEARCH PROFESSIONAL STAFF, IRB MEMBERS, AND OTHER DESIGNATED GROUPS. OUR CONFLICT OF INTEREST AND COMMITMENT POLICY ALSO REQUIRES THAT ANY COVERED PERSON INCLUDING MEMBERS OF THE HSS MEDICAL STAFF MUST PROVIDE PRIOR NOTICE TO COMPLIANCE BEFORE BEGINNING ANY ACTIVITY OR SIGNIFICANTLY MODIFYING THE TERMS OF ANY EXISTING OUTSIDE PROFESSIONAL ACTIVITY, WHERE THE COVERED PERSON HAS A FINANCIAL INTEREST VALUED IN EXCESS OF $5,000 OR EQUITY INTERESTS OF INDETERMINATE VALUE. DISCLOSURES MAY BE MADE THROUGH HSS' ONLINE REPORTING PLATFORM, MYDISCLOSURES OR DIRECTLY TO COMPLIANCE. THE REPORTED INTERESTS ARE REVIEWED BY THE EXECUTIVE VICE PRESIDENT FOR LEGAL AFFAIRS, THE CHIEF EXECUTIVE OFFICER, AND THE AUDIT AND CORPORATE COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. SUMMARY INFORMATION IS PROVIDED TO SERVICE CHIEFS, AS REQUESTED, SO THAT THEY ARE AWARE OF THE FINANCIAL INTERESTS OF THE MEDICAL STAFF WITHIN THEIR SPECIALTY. IN ADDITION TO SENDING DISCLOSURE STATEMENTS DIRECTLY TO THE GROUP NOTED ABOVE, INDUSTRY WEBSITES ARE MONITORED FOR DISCLOSURES RELATED TO EMPLOYEES OF HSS. THIS INFORMATION IS ENTERED INTO THE DATABASE, AS WELL. HSS HAS A CONFLICT OF INTEREST COMMITTEE THAT MEETS AT LEAST THREE TIMES A YEAR, OR AS NECESSARY AND IS CHARGED WITH ADJUDICATING COMPLEX CONFLICTS OF INTEREST AND COMMITMENT, DEVELOPING AND ADOPTING REASONABLE AND APPROPRIATE CONFLICT MANAGEMENT PLANS AND SERVING AS A POLICY ADVISORY TO THE HSS BOARD OF TRUSTEES AND HSS EXECUTIVE LEADERSHIP. FORM 990, PART VI, SECT B - LINE 15A & 15B, "PROCESS FOR DETERMINING COMP" THE HOSPITAL FOR SPECIAL SURGERY(HSS) IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST CORPORATE GOVERNANCE. THE HSS BOARD HAS CHARGED THE COMPENSATION COMMITTEE (WHICH IS COMPOSED OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST IN REGARD TO EXECUTIVE COMPENSATION) WITH MAKING ALL DECISIONS RELATED TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT IN THIS PROCESS. COMPENSATION LEVELS ARE ESTABLISHED CONSIDERING DATA FOR FUNCTIONALLY COMPARABLE ROLES IN COMPARABLE ORGANIZATIONS, AN ASSESSMENT OF PERFORMANCE, AND OTHER BUSINESS JUDGMENT FACTORS, CONSISTENT WITH HSS EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE'S DECISIONS ARE MADE IN THE BEST INTERESTS OF HSS, AND ARE INTENDED TO ENSURE THE RECRUITMENT AND RETENTION OF KEY EXECUTIVE TALENT, CONSISTENT WITH THE MARKET PRACTICES OF OTHER NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS OF COMPARABLE MISSION AND COMPLEXITY, CONSIDERING BOTH LOCAL AND NATIONAL MARKET CHALLENGES IN SUCH REGARD. ON AN ANNUAL BASIS (INCLUDING 2022), THE COMMITTEE PROVIDES THE FULL BOARD WITH AN OVERVIEW OF ITS DETERMINATIONS AND PROCESS. HSS ESTABLISHED THIS PROCESS IN AN EFFORT TO COMPLY WITH THE INTERMEDIATE SANCTIONS GUIDELINES FOR QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, AS WELL AS BEST CORPORATE GOVERNANCE PRACTICES IN ENSURING THE TRANSPARENCY OF THE EXECUTIVE COMPENSATION DECISION-MAKING PROCESS WITH THE BOARD. FORM 990, PART VI, SECTION B - LINE 19, "DISCLOSURE GOVERNING DOCUMENTS" HOSPITAL FOR SPECIAL SURGERY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FROM THE OFFICE OF LEGAL AFFAIRS. FORM 990, PART XI, LINE 9- "OTHER CHANGES IN NET ASSETS OR FUND BALANCES" INCLUDES DECREASE IN INTEREST OF HSS FUND, INC. $2,884,103, AND INCREASE IN DEFINED PENSION AND POST RETIREMENT PLAN LIABILITIES $128,574,669. 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