2024-11-14T12:46:30+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 100018604 990 2023-01-01 471582973 Montefiore Einstein Inc MONT 9143498455 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN NY 105916301 PHILIP O OZUAH MD PHD MD PHD 9143498455 2024-11-14 true Nicole Sokolowski P01683199 2127733000 2024-11-14 2023 2024-10-15 13:58:12Z X PHILIP O OZUAH MD PHD 111 EAST 210TH STREET BRONX NY 104672401 39104364 false X https://montefioreeinstein.org/ X 2014 NY TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. 7 6 22 0 0 0 0 29832437 39104364 0 0 29832437 39104364 0 0 27018334 32874626 0 0 3399681 7329129 30418015 40203755 -585578 -1099391 15457973 16098824 15945904 16586395 -487931 -487571 TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. MONTEFIORE BUILDS UPON OUR RICH HISTORY OF MEDICAL INNOVATION AND COMMUNITY SERVICE TO IMPROVE THE LIVES OF THOSE IN OUR CARE. OUR MISSION IS EXEMPLIFIED IN OUR EXCEPTIONAL, COMPASSIONATE CARE AND DEDICATION TO IMPROVE THE WELL-BEING OF THOSE WE SERVE. false false 28608910 39104364 MONTEFIORE EINSTEIN, INC. IS THE ORGANIZATIONAL PARENT OF THE MONTEFIORE HEALTH SYSTEM AND ALBERT EINSTEIN COLLEGE OF MEDICINE, EXEMPLIFYING THE NEXT STEP IN TRANSFORMATIVE CARE, SCIENCE AND EDUCATION. MONTEFIORE EINSTEIN OPERATES EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF PROMOTING, FACILITATING AND ENHANCING THE DELIVERY OF QUALITY, EFFICIENT, EFFECTIVE AND ECONOMICAL HEALTH CARE AND RELATED SERVICES TO, AND IMPROVING AND ENHANCING THE GENERAL HEALTH AND WELL BEING OF, THE COMMUNITIES SERVED BY THE MONTEFIORE HEALTH SYSTEM. 28608910 true false false true false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 0 0 22 true false false false false false false true false X 7 6 false false true false false false false true true false false true true true true true true true true false NY X EVAN RESNICK 9143498455 555 SO BROADWAY BLDG A FL 1 TARRYTOWN NY 105916301 ALAN M KLEIN SECRETARY (RESIGNED 1/24/23) 0.8 2.8 X X 0 0 0 CATHERINE KLEMA SECRETARY 0.3 3.8 X X 0 0 0 DANIEL R TISHMAN CHAIR 1.0 2.3 X X 0 0 0 EMANUEL CHIRICO TREASURER (RESIGNED 1/24/23) 0.5 2.0 X X 0 0 0 JAMES M BUTLER VICE CHAIR 0.5 3.8 X X 0 0 0 PHILIP O OZUAH MD PHD PRESIDENT & CEO 2.0 58.0 X X 16314853 0 46776 ALISA R DOCTOROFF TRUSTEE 1.0 3.0 X 0 0 0 BARRY S BLATTMAN TRUSTEE (RESIGNED 1/24/23) 0.5 2.0 X 0 0 0 DAVID A TANNER TRUSTEE (RESIGNED 1/24/23) 0.3 1.3 X 0 0 0 GAYLE F ROBINSON TRUSTEE (RESIGNED 1/24/23) 0.5 2.0 X 0 0 0 JAY B ABRAMSON TRUSTEE (RESIGNED 1/24/23) 0.5 3.0 X 0 0 0 JOHN HEFFER TRUSTEE 0.8 1.3 X 0 0 0 JONATHAN A LIPTON TRUSTEE (RESIGNED 1/24/23) 0.3 1.3 X 0 0 0 MATTHEW H NORD TRUSTEE (RESIGNED 1/24/23) 0.3 1.3 X 0 0 0 MELISSA CERIALE TRUSTEE (RESIGNED 1/24/23) 0.5 3.0 X 0 0 0 MICHAEL A STOCKER MD TRUSTEE (RESIGNED 1/24/23) 0.5 3.0 X 0 0 0 NATHAN GANTCHER TRUSTEE (RESIGNED 1/24/23) 0.3 2.3 X 0 0 0 RUTH L GOTTESMAN EDD TRUSTEE 0.3 2.3 X 0 0 0 STACEY R LANE TRUSTEE (RESIGNED 1/24/23) 0.3 2.3 X 0 0 0 CHRISTOPHER S PANCZNER ASSISTANT SECRETARY 2.0 58.0 X 1826063 0 46882 COLLEEN BLYE EXEC VP & CFO 5.0 55.0 X 3648579 0 29882 EDWARD PFLEGING SVP-FACILITIES AND REAL ESTATE 0.0 60.0 X 1139641 0 272838 EVAN RESNICK VP - FINANCE 2.0 58.0 X 977934 0 50061 GLORIA KENNY SYSTEM SVP & CHIEF HR OFFICER 2.0 58.0 X 1461251 0 306230 JOSEPH SOLMONESE SVP-GOVT AFFAIRS & STRATEGIC COMMUNICATIONS 2.0 58.0 X 651393 0 27609 KATHLEEN KEARNS SVP DEVELOPMENT & CPO 0.0 60.0 X 688589 0 47415 LYNN RICHMOND FORMER EVP-CSO (RESIGNED 11/14/19) X 2185960 0 0 28894263 0 827693 21 true true false OUTTEN AND GOLDEN LLP 685 THIRD AVE 25TH FLOOR NEW YORK NY 10017 LEGAL SERVICES 1814040 1 0 MEMBERSHIP DUES 561000 39104364 39104364 0 0 0 0 39104364 0 0 0 0 0 0 0 0 0 39104364 39104364 0 0 26054104 20791448 5262656 2893461 1278620 1614841 3177094 3177094 749967 391558 358409 1814040 1814040 1156150 1156150 9912 0 9912 0 EXCISE TAX 4348846 4348846 STATE TAX 123 123 FILING FEES 58 58 0 0 0 0 40203755 28608910 11594845 0 597252 3031641 0 0 0 0 0 0 0 0 0 0 14860721 13067183 15457973 16098824 15008479 16586395 0 0 937425 0 15945904 16586395 -487931 -487571 -487931 -487571 15457973 16098824 X -1099391 1099751 X false false false X X 9 MONTEFIORE MEDICAL CENTER 131740114 3 true 0 0 MONTEFIORE NEW ROCHELLE HOSPITAL 462931956 3 true 0 0 MONTEFIORE MOUNT VERNON HOSPITAL 462916938 3 true 0 0 SCHAFFER EXTENDED CARE CENTER 462929888 3 true 0 0 MONTEFIORE NYACK HOSPITAL 131740119 3 true 0 0 WHITE PLAINS HOSPITAL MEDICAL CENTER 131740130 3 true 0 0 THE WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL 131739937 3 true 0 0 ST LUKE'S CORNWALL HOSPITAL 141340054 3 true 0 0 ALBERT EINSTEIN COLLEGE OF MEDICINE 830621846 3 true 0 0 9 0 0 true false false false false false false false false false false false false false false true true false X true true Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes See Part I of this section for a listing of the supported organization. The organization was formed to function as the parent entity of the entire Montefiore system, operating in this capacity, to oversee, supervise and coordinate the missions, governance, policy making, resource allocation and strategic planning as well as providing other forms of support for the benefit of the supported organizations for the Montefiore system as a whole. Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In The organization provided indirect support to the supported organizations during the year by engaging in activities that would otherwise be conducted by each of the supported organizations, including planning, preparing for, promoting and assisting the supported organizations with their missions, governance, policy making and strategic planning. false true false false false false true 1156150 false false 1156150 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE HEALTH SYSTEM'S TOTAL LOBBYING EXPENDITURES INCLUDED $294,150 OF PAID STAFF COMPENSATION INCLUDED IN LINE 1G THAT WAS SPENT ON CALLS, MEETINGS, LETTERS, MEMOS AND OTHER COMMUNICATIONS WITH ELECTED AND OTHER GOVERNMENTAL OFFICIALS IN AN ATTEMPT TO INFLUENCE CERTAIN HEALTH CARE OUTCOMES. THE HEALTH SYSTEM'S LOBBYING EXPENDITURES INCLUDED STAFF TIME SPENT ON LOBBYING AND AMOUNTS PAID TO BROWN & WEINRAUB, PLLC, CORDO & COMPANY, LLC, BOLTON ST. JOHN, LLC AND MERCURY PUBLIC AFFAIRS, LLC FOR NEW YORK STATE LOBBYING RELATED TO REGULATIONS AND LEGISLATION IMPACTING THE HEALTH SYSTEM'S PROGRAMS. DUE FROM AFFILIATES 13067183 13067183 X true false X X X X X X true true false false false false false true false PHILIP O OZUAH MD PHD PRESIDENT & CEO 4712384 0 6300000 0 5302469 0 17000 0 29776 0 16361629 0 1705200 0 CHRISTOPHER S PANCZNER ASSISTANT SECRETARY 952555 0 234923 0 638585 0 17000 0 29882 0 1872945 0 0 0 COLLEEN BLYE EXEC VP & CFO 1731126 0 1000000 0 917453 0 17000 0 12882 0 3678461 0 0 0 LYNN RICHMOND FORMER EVP-CSO (RESIGNED 11/14/19) 0 0 0 0 2185960 0 0 0 0 0 2185960 0 0 0 EDWARD PFLEGING SVP-FACILITIES AND REAL ESTATE 942077 0 175000 0 22564 0 242886 0 29952 0 1412479 0 0 0 EVAN RESNICK VP - FINANCE 762574 0 215000 0 360 0 17000 0 33061 0 1027995 0 0 0 GLORIA KENNY SYSTEM SVP & CHIEF HR OFFICER 1091592 0 347625 0 22034 0 305534 0 696 0 1767481 0 0 0 JOSEPH SOLMONESE SVP-GOVT AFFAIRS & STRATEGIC COMMUNICATIONS 650361 0 0 0 1032 0 17000 0 10609 0 679002 0 0 0 KATHLEEN KEARNS SVP DEVELOPMENT & CPO 642589 0 25000 0 21000 0 17000 0 30415 0 736004 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account THE ORGANIZATION PROVIDED SENIOR LEVEL EXECUTIVES WITH A $21,000 AUTOMOBILE ALLOWANCE. THIS ALLOWANCE WAS INCLUDED IN THEIR TAXABLE INCOME AND COLUMN B(III) OF PART II. Schedule J, Part I, Line 4a Severance or change-of-control payment Lynn Richmond, former Executive Vice President, received severance in the amount of $2,185,960 and is reflected in the total reported for column (B) (III) other compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL FORMS OF COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE WITH THE ASSISTANCE OF A NATIONAL INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE COMPENSATION COMMITTEE WITH ITS DECISION-MAKING PROCESS TO ENSURE EXECUTIVE COMPENSATION LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO THOSE OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BASE SALARIES IN COLUMN B(I) ARE DETERMINED BASED ON COMPETITIVE MARKET PRACTICES FOR POSITIONS WITH COMPARABLE SCOPE OF RESPONSIBILITIES WITHIN A PEER GROUP OF SIMILARLY SITUATED HEALTH SYSTEMS. BONUS AND INCENTIVE COMPENSATION IN COLUMN B(II) IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS. THE EXECUTIVES' COMPENSATION PROGRAM HAS A SIGNIFICANT PAY-AT-RISK COMPONENT TO ENSURE THE ALIGNMENT OF PAY AND ORGANIZATIONAL PERFORMANCE. GOALS ARE SET IN ADVANCE IN AREAS SUCH AS QUALITY OF PATIENT CARE, PATIENT SATISFACTION, COMMUNITY SERVICES AND FINANCIAL PERFORMANCE. COMPENSATION IS AT RISK IF THE GOALS ESTABLISHED BY THE COMPENSATION COMMITTEE ARE NOT MET. OTHER REPORTABLE COMPENSATION IN COLUMN B(III) INCLUDES DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EXPRESSLY REVIEWED AND APPROVED ALL COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING THESE RETIREMENT BENEFIT ARRANGEMENTS FOR SENIOR EXECUTIVES, IN A MANNER THAT QUALIFIED UNDER THE INTERMEDIATE SANCTIONS RULES OF THE FEDERAL TAX LAW, AND IN RECOGNITION OF (A) THE EXECUTIVES' YEARS OF SERVICE TO THE ORGANIZATION AND (B) THE SIGNIFICANT CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE ORGANIZATION TO ACHIEVE ITS CHARITABLE MISSION IN A MANNER CONSISTENT WITH FINANCIAL SOLVENCY. ACCORDINGLY, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS OF SERVICE FOR THE ORGANIZATION. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONS BASED ON MULTIPLE YEARS OF SERVICE AND PAID OUT IN 2023 AS TAXABLE INCOME: PHILIP O. OZUAH, M.D., PH.D. - $691,761; CHRISTOPHER PANCZNER - $616,551; COLLEEN BLYE - $915,869. THE HEALTH SYSTEM ALSO FUNDS A SECOND DEFINED CONTRIBUTION SERP PLAN. TWO REPORTABLE INDIVIDUALS OF THE ORGANIZATION CURRENTLY PARTICIPATES IN THIS PLAN. CONTRIBUTIONS ARE AT A FIXED PERCENTAGE OF BASE SALARY OR TOTAL CASH COMPENSATION (BASE SALARY PLUS ANNUAL INCENTIVE AWARD). A NOTIONAL BALANCE IS DEVELOPED FOR EACH PARTICIPANT THAT IS THE TOTAL OF CONTRIBUTIONS LESS DISTRIBUTIONS (INTEREST IS NOT ACCRUED). ON JANUARY 1 FOLLOWING THE THIRD, SIXTH AND NINTH ANNIVERSARIES OF EACH PARTICIPANT'S PARTICIPATION DATE, 50% OF THE REMAINING SERP ACCOUNT BECOMES VESTED AND IS PAID OUT IF THE PARTICIPANT IS EMPLOYED ON THAT DATE. ON JANUARY 1 FOLLOWING THE TWELFTH ANNIVERSARY OF EACH PARTICIPANT'S PARTICIPATION DATE, THE REMAINDER OF THE SERP ACCOUNT BECOMES FULLY VESTED AND IS PAID OUT. IF A PARTICIPANT REACHES AGE 65 BEFORE THEIR TWELFTH ANNIVERSARY OF THEIR PARTICIPATION DATE, THEIR SERP ACCOUNT BALANCE WILL BECOME FULLY VESTED ON THE LATER OF THE FIRST OF THE MONTH FOLLOWING THEIR 65TH BIRTHDAY OR THE THIRD ANNIVERSARY OF THEIR PARTICIPATION DATE. SERP ACCOUNT BALANCES WILL ALSO BECOME FULLY VESTED UPON THE EARLIEST OF DEATH OR DISABILITY WHILE EMPLOYED BY MONTEFIORE, INVOLUNTARY TERMINATION WITHOUT CAUSE OR IF MONTEFIORE CHOOSES TO TERMINATE THE PLAN. THERE WAS ONE DISTRIBUTION PAID OUT AS TAXABLE INCOME RELATED TO THE NONQUALIFYING DEFINED CONTRIBUTION SERP PLAN: PHILIP O. OZUAH, M.D., PH.D. - $4,574,850 BASED ON MULTIPLE YEARS OF SERVICE (SEE ABOVE FOR VESTING). UNVESTED CONTRIBUTIONS MADE TO THE PLAN FOR THE TWO PARTICIPATING OFFICERS IN 2023 WAS REPORTED AS DEFERRED COMPENSATION IN COLUMN (C) COMPENSATION: EDWARD PFLEGING - $225,886 AND GLORIA KENNY - $288,534. Schedule J, Part I, Line 7 Non-fixed payments PART OF THE ANNUAL INCENTIVE AWARDS IN COLUMN (B)(II) PAID BY THE ORGANIZATION TO PERSONS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A WERE BASED ON COMPENSATION BOARD OR MANAGEMENT DISCRETION. Form 990, Part VI, Line 4 Significant changes to organizational documents Montefiore Einstein amended its bylaws in 2023 to conform with best practices for being a strategic parent including reducing the Board size, clarifying board composition and reorganizing its committee structure. In addition, Montefiore Einstein amended and restated its certificate of incorporation in 2023 to list its supported organizations. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY MONTEFIORE'S FINANCE DEPARTMENT WITH THE ASSISTANCE OF VARIOUS DEPARTMENTS. THE FORM 990 WAS REVIEWED AND APPROVED BY THE VICE-PRESIDENT-FINANCE AND MONTEFIORE'S SENIOR LEADERSHIP TEAM INCLUDING THE CHIEF FINANCIAL OFFICER. IN ADDITION, AN INDEPENDENT ACCOUNTING FIRM WAS ENGAGED TO REVIEW THE FORM 990. UPON COMPLETION OF THE VARIOUS REVIEWS, THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE DISCLOSURE POLICY BY MEANS OF A SURVEY FORM DEVELOPED BY COUNSEL AND APPROVED BY THE LEGAL AND COMPLIANCE COMMITTEES OF THE BOARD OF TRUSTEES. THE SURVEY IS SENT TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES FOR COMPLETION. ALL SURVEY RESPONSES ARE REVIEWED BY THE COMPLIANCE OFFICER. ANY POTENTIAL CONFLICTS IDENTIFIED IN THE RESPONSES ARE DISCUSSED WITH SENIOR MANAGEMENT AND/OR THE LEGAL AND COMPLIANCE COMMITTEES OF THE BOARD OF TRUSTEES. POTENTIAL ACTIONS TO BE TAKEN IN RESPONSE TO A CONFLICT WOULD BE ONE OR MORE OF THE FOLLOWING: 1)DISCLOSURE OF CONFLICT; 2)INDIVIDUAL RECUSAL FROM DECISIONS FOR TRANSACTIONS WHERE THAT INDIVIDUAL MAY HAVE A CONFLICT; 3) REQUEST THE INDIVIDUAL TO ALLEVIATE THE CONFLICT; OR 4)REMOVAL OF THE INDIVIDUAL FROM THE BOARD OF TRUSTEES. Form 990, Part VI, Line 15a Process to establish compensation of top management official MONTEFIORE EINSTEIN, INC. IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST CORPORATE GOVERNANCE. THE BOARD OF TRUSTEES HAS CHARGED THE COMPENSATION COMMITTEE OF THE BOARD (WHICH IS COMPRISED OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST IN REGARDS TO EXECUTIVE COMPENSATION) WITH MAKING ALL DECISIONS RELATED TO COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. ALL DECISIONS MADE BY THE COMPENSATION COMMITTEE ARE APPROPRIATELY AND TIMELY DOCUMENTED IN MEETING MINUTES. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION COMMITTEE'S REVIEW PROCESS FOLLOWS THE INTERMEDIATE SANCTIONS GUIDELINES FOR QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IT WITH THIS PROCESS. COMPENSATION LEVELS ARE ESTABLISHED CONSIDERING DATA FOR COMPARABLE ORGANIZATIONS, AN ASSESSMENT OF MANAGEMENT PERFORMANCE (INCLUDING THE SERVICES PROVIDED TO THE COMMUNITY), AND OTHER BUSINESS JUDGMENT FACTORS, CONSISTENT WITH MONTEFIORE'S EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE'S DECISIONS ARE MADE IN THE BEST INTEREST OF MONTEFIORE, AND ARE INTENDED TO ENSURE THE RECRUITMENT AND RETENTION OF KEY EXECUTIVE TALENT, CONSISTENT WITH THE MARKET PRACTICES OF OTHER NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS OF COMPARABLE SCOPE, MISSION AND COMPLEXITY. ON AN ANNUAL BASIS, THE COMMITTEE PROVIDES THE FULL BOARD OF TRUSTEES WITH A DESCRIPTION OF THE COMMITTEE'S REVIEW AND APPROVAL PROCESS AND ITS DECISIONS. Form 990, Part VI, Line 19 Required documents available to the public THE CONFLICTS OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 8 LINES 8, 9 & 10 CONCERNING EMPLOYEE BENEFITS ALLOCATION ALL EMPLOYEES BENEFIT COSTS, INCLUDING PENSION AND PAYROLL TAXES, FOR THE SYSTEM'S PARENT ORGANIZATIONS ARE CHARGED TO MONTEFIORE MEDICAL CENTER. THE MEDICAL CENTER, IN TURN, ASSESSES THE PARENT ORGANIZATIONS FOR A COMPOSITE RATE BASED ON SALARIES FOR ALL BENEFIT COSTS. THE ORGANIZATION'S ASSESSMENT FOR EMPLOYEE BENEFITS IS REFLECTED ON LINE 9, OTHER EMPLOYEE BENEFITS, OF PART IX THAT INCLUDES COST FOR BOTH PENSION AND PAYROLL TAXES. LINE 8 FOR PENSION COST INCLUDES ONLY THE EXPENSES FOR THE SUPPLEMENTARY DEFINED CONTRIBUTION PENSION PLAN THAT IS NOT INCLUDED IN THE FRINGE BENEFIT COMPOSITE RATE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS FROM AFFILIATES FOR LOBBYING - 1099751; MONTEFIORE APPLICATIONS LLC 555 SOUTH BROADWAY TARRYTOWN NY 10591 364895654 INACTIVE NY 0 0 MMAHS PALM TECHNOLOGIES LLC 555 SOUTH BROADWAY TARRYTOWN NY 10591 611896910 INACTIVE NY 0 0 MMAHS MONTEFIORE HEALTH SYSTEM INC 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN NY 10591 201615393 SUPPORT SERV NY 501(c)(3) Type II MMAHS true MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 ACAD MED CTR NY 501(c)(3) 3 MHS true MMC CORPORATION 111 EAST 210TH STREET BRONX NY 10467 133430322 REAL ESTATE NY 501(c)(3) Type I MMC true MMC RESIDENTIAL CORP I INC 3411 WAYNE AVENUE BRONX NY 10467 911943271 STAFF HOUSING NY 501(c)(2) MMC true MONTEFIORE HOSP HOUSING SECTION II INC 3450 WAYNE AVENUE BRONX NY 10467 237160641 STAFF HOUSING NY 501(c)(2) MMC true MOSHOLU PRESERVATION CORPORATION 3400 RESEVOIR OVAL EAST BRONX NY 10467 133109387 COMMUNITY SER NY 501(c)(3) Type I MMC true MONTEFIORE NEW ROCHELLE HOSPITAL 16 GUION PLACE NEW ROCHELLE NY 10801 462931956 HOSPITAL NY 501(c)(3) 3 MHS true MONTEFIORE MOUNT VERNON HOSPITAL 12 NORTH SEVENTH AVENUE MOUNT VERNON NY 10550 462916938 HOSPITAL NY 501(c)(3) 3 MHS true SCHAFFER EXTENDED CARE CENTER 16 GUION PLACE NEW ROCHELLE NY 10801 462929888 NURSING HOME NY 501(c)(3) 3 MHS true MONTEFIORE FOUNDATION INC 111 EAST 210TH STREET BRONX NY 10467 471600439 INACTIVE NY 501(c)(3) 7 MMAHS true MONTEFIORE NYACK HOSPITAL 160 NORTH MIDLAND AVENUE NYACK NY 10960 131740119 HOSPITAL NY 501(c)(3) 3 MHS true WHITE PLAINS HOSPITAL MEDICAL CENTER 41 EAST POST ROAD DAVIS AVE WHITE PLAINS NY 10601 131740130 HOSPITAL NY 501(c)(3) 3 MHS true AECOM STUDENT HOUSING CO INC 1300 MORRIS PARK AVENUE BRONX NY 10461 237075620 STUDENT HOUS NY 501(c)(2) AECOM true MONTEFIORE CERC OPERATIONS INC 111 EAST 210TH STREET BRONX NY 10467 474853506 REHAB CENTER NY 501(c)(3) 3 MMC true WHITE PLAINS HOSP CTR FOUNDATION INC 41 EAST POST ROAD DAVIS AVE WHITE PLAINS NY 10601 133281507 FUNDRAISING NY 501(c)(3) Type I WPHMC true THE WINIFRED MASTERSON BURKE REHAB HOSP 785 MAMARONECK AVENUE WHITE PLAINS NY 10605 131739937 REHAB HOSP NY 501(c)(3) 3 MHS true ST LUKE'S CORNWALL HOSPITAL 70 DUBOIS STREET NEWBURGH NY 12550 141340054 HOSPITAL NY 501(c)(3) 3 MHS true HUDSON VISTA MEDICAL PC 70 DUBOIS STREET NEWBURGH NY 12550 452526738 HEALTHCARE NY 501(c)(3) Type I SLCH true HUDSON VISTA PHYSICIAN SERVICES PC 70 DUBOIS STREET NEWBURGH NY 12550 272020746 HEALTHCARE NY 501(c)(3) Type I SLCH true MONTEFIORE NYACK HOSPITAL FOUNDATION 160 NORTH MIDLAND AVENUE NYACK NY 10960 133245804 FUNDRAISING NY 501(c)(3) 7 NYACK HOSP true ST LUKE'S CORNWALL HEALTH SYSTEM INC 70 DUBOIS STREET NEWBURGH NY 12550 223026261 HOLDING COMP NY 501(c)(3) Type I MHS true ST LUKE'S CORNWALL HEALTH SYSTEM FDN 70 DUBOIS STREET NEWBURGH NY 12550 223026263 FUNDRAISING NY 501(c)(3) 7 SLCHS true MONTEFIORE MED ACAD HLTH SYS SELF INS TR 555 SOUTH BROADWAY TARRYTOWN NY 10591 824019223 INS TRUST NY 501(c)(3) Type I MMAHS true ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE BRONX NY 10461 830621846 MED COLLEGE NY 501(c)(3) 2 MMAHS true MONTEFIORE COMMUNITY SERVICES INC 111 EAST 210TH STREET BRONX NY 10467 863368007 HEALTHCARE NY 501(c)(3) 3 MMC true MONTEFIORE EINSTEIN ADVANCED CARE 555 SOUTH BROADWAY TARRYTOWN NY 10591 863090734 HEALTHCARE NY 501(c)(3) 3 MHS true MONTEFIORE ACTION FUND INC 111 EAST 210TH STREET BRONX NY 10467 872215301 SOCIAL WELFAR NY 501(c)(4) MHS true MNH GARAGECO INC 160 NORTH MIDLAND AVENUE NYACK NY 109601912 880573052 PARKING NY 501(c)(3) NYACK HOSP true UNIVERSITY BEHAVIORAL ASSOCIATES INC 111 EAST 210TH STREET BRONX NY 10467 133877781 MGMT SERVICES NY NA C Corporation true THE MONTEFIORE IPA INC 111 EAST 210TH STREET BRONX NY 10467 134114915 INTEG PROVR ASSOC NY NA C Corporation true MMC GI HOLDINGS EAST INC 111 EAST 210TH STREET BRONX NY 10467 721610013 HOLDING COMPANY NY NA C Corporation true MMC GI HOLDINGS WEST INC 111 EAST 210TH STREET BRONX NY 10467 721610015 HOLDING COMPANY NY NA C Corporation true MONTEFIORE BEHAVIORAL CARE IPA NO 1 INC 111 EAST 210TH STREET BRONX NY 10467 133952750 INTEG PROVR ASSOC NY NA C Corporation true BRONX ACCOUNTABLE CARE NETWORK IPA INC 111 EAST 210TH STREET BRONX NY 10467 300689571 INTEG PROVR ASSOC NY NA C Corporation true MONTEFIORE CONSOLIDATED VENTURES INC 111 EAST 210TH STREET BRONX NY 10467 611728539 HOLDING COMPANY NY NA C Corporation true MONTEFIORE INSURANCE COMPANY INC 111 EAST 210TH STREET BRONX NY 10467 320436594 INACTIVE NY NA C Corporation true HUDSON VALLEY IPA INC 111 EAST 210TH STREET BRONX NY 10467 383978087 INTEG PROVR ASSOC NY NA C Corporation true MONTEFIORE INNOVATIONS INC 111 EAST 210TH STREET BRONX NY 10467 475106910 HOLDING COMPANY NY NA C Corporation true HIGHLAND MEDICAL PC 160 NORTH MIDLAND NYACK NY 10960 134034481 HEALTHCARE SERV. NY NA C Corporation true WHITE PLAINS MEDICAL DIAGNOSTIC SVCS PC 41 EAST POST ROAD WHITE PLAINS NY 10601 453164626 HEALTHCARE SERV NY NA C Corporation true CANCER AND BLOOD MEDICAL SERV OF NY PC 41 POST ROAD WHITE PLAINS NY 10601 462021804 HEALTHCARE SERV. NY NA C Corporation true DAVIS AVENUE CORP DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 133331643 PROPERTY HOLDING NY NA C Corporation true WHITE PLAINS MANAGEMENT CO INc 41 EAST POST ROAD WHITE PLAINS NY 10601 133331641 PROPERTY HOLDING NY NA C Corporation true WPHC BUILDING CORP 41 EAST POST ROAD WHITE PLAINS NY 10601 133676932 PROPERTY HOLDING NY NA C Corporation true WHITE PLAINS MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 815369152 HEALTHCARE SERV NY NA C Corporation true WHITE PLAINS PHYSICIAN SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 815309615 HEALTHCARE SERV. NY NA C Corporation true CHARITABLE REMAINDER TRUST (4) CHAR REMR TRUST NY NA Trust true CRHT ACQUISITION INC 555 SOUTH BROADWAY BLDG A FL 1 TARRYTOWN NY 10591 815220651 HOLDING COMPANY NY NA C Corporation true QUANTUM BIOTHERAPEUTICS LLC 111 EAST 210TH STREET BRONX NY 10467 611793667 INACTIVE NY NA C Corporation true WHITE PLAINS PHYSICIAN MEDICAL SERV PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830519787 INACTIVE NY NA C Corporation true EAST POST ROAD MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830535258 HEALTHCARE SERV. NY NA C Corporation true EAST POST ROAD PHYSICIAN SERV PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830563325 INACTIVE NY NA C Corporation true DAVIS AVENUE MEDICAL SERVICES PC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 830579310 INACTIVE NY NA C Corporation true WPH HOLDINGS INC DAVIS AVENUE AT EAST POST ROAD WHITE PLAINS NY 10601 833893119 HOLDING COMPANY NY NA C Corporation true INNOVATOR ACQUSITION CORP 111 EAST 210TH STREET BRONX NY 104672401 833394059 HOLDING COMPANY NY NA C Corporation true PY DEVELOPMENT CORP 41 EAST POST ROAD DAVIS AVE WHITE PLAINS NY 106014607 863880241 REIT NY NA C Corporation true SPECIALTY SURGEONS OF CONNECTICUT PC 555 SOUTH BROADWAY TARRYTOWN NY 10591 871352135 HEALTHCARE SERV. CT NA C Corporation true CMO THE CARE MANAGEMENT COMPANY LLC 111 EAST 210TH STREET BRONX NY 10467 133991307 CARE MANAGMENT NY NA C Corporation true Hudson River Medical Practice PLLC 497 Greenwich St New York NY 10013 922939271 HEALTHCARE SERV. NY NA C Corporation true false false false false false false false false false false false true false false false true true false true Montefiore Medical Center L 37439824 COST Montefiore New Rochelle Hospital L 1194965 COST Montefiore Mount Vernon Hospital L 362737 COST Schaffer Extended Care Center L 106838 COST Montefiore Medical Center P 8818160 COST Montefiore Medical Center Q 4019916 COST Montefiore Medical Center S 936480 COST Montefiore Nyack Hospital S 95760 COST