2024-11-15T16:43:26-06:00 2023-12-31 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2023-01-01 271344467 ST JOSEPH'S HEALTH SYSTEM SUBORDINATE GROUP RETURN STJO 9737542000 703 MAIN STREET PATERSON NJ 075032621 CHRISTOPHER CAULFIELD AUTHORIZED SIGNER 9737542000 2024-11-15 1 0 EVAN W SEEKAMP P01907071 2127589700 2024-11-15 2023 2024-10-15 13:58:12Z KEVIN J SLAVIN 703 MAIN STREET PATERSON NJ 075032621 1095028721 1 1 5557 X WWW.STJOSEPHSHEALTH.ORG X TO PROVIDE QUALITY HEALTHCARE WITH SPECIAL CONCERN FOR THE POOR AND UNDERSERVED. 66 53 6284 125 643469 499493 32301757 60459261 858575596 898066573 20209787 32922933 54991872 34390408 966079012 1025839175 6470578 3593810 0 0 552508931 545655684 0 0 2161634 382305834 459220373 941285343 1008469867 24793669 17369308 1077399043 1093548879 736624537 723080667 340774506 370468212 X WE ARE COMMITTED TO PROVIDING EXCEPTIONAL QUALITY CARE WHICH SUSTAINS AND IMPROVES BOTH INDIVIDUAL AND COMMUNITY HEALTH, WITH A SPECIAL CONCERN FOR THOSE WHO ARE POOR, VULNERABLE AND UNDERSERVED. 0 0 899194697 3593810 915474917 ACUTE CARE MEDICAL SERVICES: ST. JOSEPH'S UNIVERSITY MEDICAL CENTER (SJUMC) PROVIDES COMPREHENSIVE ACUTE CARE SERVICES IN PATERSON, NEW JERSEY, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER D/B/A ST. JOSEPH'S WAYNE MEDICAL CENTER (SJWMC) IN WAYNE, NEW JERSEY, SKILLED NURSING SERVICES THROUGH ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, INC. D/B/A ST. JOSEPH'S HEALTHCARE AND REHAB CENTER (A DIVISION OF SJUMC) IN CEDAR GROVE, NEW JERSEY AND AMBULATORY CARE SERVICES AT EIGHT FREE-STANDING AMBULATORY SITES. SEE SCHEDULE O. 899194697 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 1 295 0 1 6284 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 66 53 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NJ X X CHRISTOPHER CAULFIELD 9737542000 703 MAIN STREET PATERSON NJ 075032621 X KEVIN J SLAVIN PRESIDENT/CEO 53.00 2.00 X X 2572548 0 14281 DUSTIN RICCIO MD PRESIDENT/CEO 55.00 0.00 X X 187970 0 46 CASWELL SAMMS SVP/CFO 55.00 0.00 X X 926228 0 13462 JOSPEH DUFFY MD CO-CHAIR 2.00 0.00 X X 802609 0 8250 SWATI PAREKH MD SECRETARY 2.00 0.00 X X 354464 0 17051 MICHAEL LAMACCHIA MD TREASURER/SECRETARY 2.00 0.00 X X 548070 0 21108 CHRISTOPHER TROTZ MD CO-CHAIR 2.00 0.00 X X 608456 0 14343 PADMAJA UPADYA MD VP, CHIEF MEDICAL OFFICER, SJWMC 2.00 0.00 X 389140 0 6149 ATHANASIA KONTOS CHAIR 2.00 0.00 X X 0 0 0 DEAN EMMOLO TRUSTEE 1.00 1.00 X 0 0 0 WILFREDO FERNANDEZ CHAIR 1.00 1.00 X X 0 0 0 BERNADETTE COUNTRYMAN VICE CHAIR 1.00 1.00 X X 0 0 0 DONNA M DECANDIDO VICE CHAIR 2.00 0.00 X X 0 0 0 DENNIS MARCO TREASURER/SECRETARY 2.00 0.00 X 0 0 0 GUALBERTO MEDINA SECRETARY 1.00 1.00 X 0 0 0 TALIA GRIEP TREASURER 1.00 1.00 X X 0 0 0 RICHARD ABBATE TRUSTEE 2.00 0.00 X 0 0 0 SAMI ABDULMASSIH MD TRUSTEE 2.00 0.00 X 247403 0 11676 MICHAEL AGNELLI MD TRUSTEE 2.00 0.00 X 307225 0 11867 JOSEPH AMICO TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL J ARMSTRONG TRUSTEE 1.00 1.00 X 0 0 0 FARHAN AYOUB MD TRUSTEE 2.00 0.00 X 0 0 0 DONNA BOLES TRUSTEE 1.00 1.00 X 0 0 0 MARIE BREUSS TRUSTEE 2.00 0.00 X 0 0 0 ALBERT CANDIDO TRUSTEE 2.00 0.00 X 0 0 0 JOHN R CIOLETTI TRUSTEE 2.00 0.00 X 0 0 0 MOIRA CONNOLLY ESQ TRUSTEE 2.00 0.00 X 0 0 0 SISTER ELLEN DAUWER TRUSTEE 2.00 0.00 X 0 0 0 PATRICIA DAVINO TRUSTEE 2.00 0.00 X 0 0 0 DANIEL DELGADO TRUSTEE 2.00 0.00 X 0 0 0 KATHLEEN FAGAN TRUSTEE 2.00 0.00 X 0 0 0 RONALD J GARNER TRUSTEE 2.00 0.00 X 0 0 0 ANTHONY GRIFFO TRUSTEE 2.00 0.00 X 0 0 0 SISTER KAREN HELFENSTEIN TRUSTEE 1.00 1.00 X 0 0 0 GEORGE HUNDT TRUSTEE 2.00 0.00 X 0 0 0 DAVID INCORVAIA TRUSTEE 2.00 0.00 X 0 0 0 ROGER JOHNSON TRUSTEE 2.00 0.00 X 0 0 0 JAMES KRANZ TRUSTEE 1.00 0.00 X 0 0 0 ALFRED LEE TRUSTEE 1.00 1.00 X 0 0 0 CHRISTINE LEROY MD TRUSTEE 2.00 0.00 X 0 0 0 GABRIELLA LOCONTE TRUSTEE 2.00 0.00 X 0 0 0 ANTHONY LOSARDO MD TRUSTEE 2.00 0.00 X 0 0 0 GAMIL MAKAR MD TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL MAINERO MD TRUSTEE 1.00 1.00 X 0 0 0 THOMAS G MARINARO TRUSTEE (THRU 11/23) 2.00 0.00 X 0 0 0 SISTER MARY MORLEY TRUSTEE 1.00 1.00 X 0 0 0 TIMOTHY MATTESON ESQ TREASURER 2.00 0.00 X 0 0 0 CECILIA K MCKENNEY TRUSTEE 2.00 0.00 X 0 0 0 MARY MEEHAN TRUSTEE 2.00 0.00 X 0 0 0 PATRICK MICHAEL MD TRUSTEE 2.00 0.00 X 0 0 0 JOHN MORONE MD TRUSTEE 2.00 0.00 X 0 0 0 DEBORAH A NAPPI CPA TRUSTEE 2.00 0.00 X 0 0 0 MARTIN NEILAN MD TRUSTEE 2.00 0.00 X 0 0 0 ROMAN OBEN TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM O'SHAUGHNESSY TRUSTEE 2.00 0.00 X 0 0 0 NILESH PATEL MD TRUSTEE 2.00 0.00 X 435230 0 25978 JAI PAREKH MD MBA FAAO TRUSTEE 1.00 1.00 X 0 0 0 ROBERT PAZ TRUSTEE 1.00 1.00 X 0 0 0 BETH POLITO TRUSTEE 2.00 0.00 X 0 0 0 MANNAN RAZZAK MD TRUSTEE 2.00 0.00 X 0 0 0 GENE RUBINO MD TRUSTEE 2.00 0.00 X 0 0 0 BIJAL SHETH MD TRUSTEE 2.00 0.00 X 0 0 0 SISTER ROSEMARY SMITH TRUSTEE 1.00 1.00 X 0 0 0 ROBERTO SOLIS MD TRUSTEE 2.00 0.00 X 553870 0 11175 SISTER MAUREEN SULLIVAN TRUSTEE 1.00 1.00 X 0 0 0 JOHN SUTTER MD TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH VITALE JR MD TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER MENDRZYCKI SVP & CHIEF OPERATING OFFICER 53.00 2.00 X 809838 0 20324 MICHAEL ALWELL VP REVENUE CYCLE 55.00 0.00 X 635747 0 16882 JANINE BEGASSE VP QUALITY & SAFETY 55.00 0.00 X 423593 0 12625 LISA SCHMITTGALL SVP & CHIEF STRATEGY OFFICER 55.00 0.00 X 695869 0 17013 TODD C BROWER SVP, GENERAL COUNSEL (THRU 5/31/23) 55.00 0.00 X 985221 0 11315 KEVIN BROWNE SVP, SENIOR NURSE EXECTIVE 55.00 0.00 X 442108 0 12745 ROBERT BUDELMAN III VP, CHIEF DEVELOPMENT OFFICER 55.00 0.00 X 400414 0 16428 MICHAEL CAIROLI VP, WAYNE SITE ADMIN. 55.00 0.00 X 348683 0 15674 TOM CASEY VP, MARKETING AND PUBLIC RELATIONS 55.00 0.00 X 408186 0 10759 KENNETH M MORRIS JR VP, EXTERNAL AFFAIRS 55.00 0.00 X 460306 0 24996 LINDA A REED SVP, CHIEF INFORMATION OFFICER 55.00 0.00 X 716006 0 18036 DEBORAH SMITH VP, CHIEF NURSING OFFICER 55.00 0.00 X 420369 0 21843 ANTHONY TESORIERO VP, FACILITIES OPERATIONS 55.00 0.00 X 380001 0 13226 PIA HOUSE WALKER SENIOR VP OF HUMAN RESOURCES 55.00 0.00 X 570722 0 15599 JANE WHITE VP, ONCOLOGY 55.00 0.00 X 327888 0 10591 VALERIE CAMPBELL VP, CHIEF COMPLIANCE OFFICER 55.00 0.00 X 238712 0 12541 MARK W CONNOLLY MD CHAIRMAN, DEPT. OF SURGERY 55.00 0.00 X 2309037 0 14804 JOHN DANKS MD MEDICAL DOCTOR 55.00 0.00 X 1228873 0 16683 BLADI ZAKU MD MEDICAL DOCTOR 55.00 0.00 X 1399223 0 14232 YANA CAVANAGH MD MEDICAL DOCTOR 55.00 0.00 X 1332057 0 16674 TOGHRUL TALISHINSKY MD MEDICAL DOCTOR 55.00 0.00 X 1202431 0 19257 VICKI CLEVENGER VP, CHIEF COMPLIANCE OFFICER 0.00 0.00 X 132462 0 0 JUDITH PADULA FORMER KEY EMPLOYEE 0.00 0.00 X 421398 0 0 24222357 0 487633 1459 1 1 0 TOTOWA MED URBAN RENEWAL LLC 2 BROAD STREET 4TH FL BLOOMFIELD NJ 07003 RENTAL SERVICES 9161845 ADVANCED CARDIOLOGY PRACTICE LLC 246 HAMBURG TURNPIKE STE 201 WAYNE NJ 07470 CARDIOLOGY 7638440 NORTH AMERICAN PARTNERS IN ANESTHESIA 1305 WALT WHITMAN ROAD MELVILLE NY 11747 ANESTHESIOLOGY 7477897 CARDIOLOGY ASSOCIATES 999 MCBRIDE AVE STE B204 WEST PATERSON NJ 07424 CARDIOLOGY 6607771 PASSAIC RIVER PHYSICIANS LLC PO BOX 740666 ATLANTA GA 303740666 PHYSICIAN SERVICES 6189974 49 668569 3439683 29250677 27100332 156588 60459261 NET PATIENT SRVC REV. 621110 847352128 847352128 PHYSICIAN BILLING 621110 50714445 50714445 898066573 20442869 20442869 6431716 1339060 5092656 5092656 540493 4552163 59038559 20733669 59474091 7818073 -435532 12915596 12480064 12480064 965261 668569 548719 416542 416542 24408 9603 14805 14805 PHARMACY 456110 3607992 3607992 PARKING 812930 3172198 3172198 MANAGEMENT FEES 900099 2673551 2673551 19412664 11126800 102976 8182888 28866405 1025839175 915474916 643469 49261529 X 3575810 3575810 18000 18000 14864654 13232326 1568427 63901 4329089 3853700 456779 18610 440093321 391765487 46435932 1891902 13459906 12128890 1331016 41293511 37033510 4083629 176372 31615203 28488856 3126347 1834953 1653499 181454 773334 696861 76473 335721 302522 33199 855188 759758 84581 10849 4256404 3835499 420905 921947 830778 91169 47957516 43215119 4742397 29001659 26133758 2867901 94881317 85498744 9382573 436702 393518 43184 14796335 13433439 1362896 36124307 32578394 3545913 17093084 15402792 1690292 MEDICAL SUPPLIES EXP. 149243392 127205536 22037856 PHYSICIAN FEES 35905589 32354976 3550613 EQUIP REPAIR/MAINT. 5844814 5844814 BAD DEBT EXPENSE 529981 529981 18428130 18428130 1008469867 899194697 107113536 2161634 4534889 22158 17753308 13461437 22794764 45057210 92835094 101916149 267544 1269908 2482995 24455734 26552675 19642992 43836076 1006514840 650681026 374634654 355833814 79016282 75007728 264483001 264326835 2110000 189926 173600873 164861876 1077399043 1093548879 208883870 207145967 12400932 3408031 302710633 295335940 40600000 40600000 172029102 176590729 736624537 723080667 X 306618488 337376149 34156018 33092063 340774506 370468212 1077399043 1093548879 X 17369308 14957160 -8095 -2624667 X X 0 1 X 1 1 1 X X 1 ST JOSEPH'S UNIVERSITY MEDICAL CENTER 221487602 3 1 3439683 0 1 3439683 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, SUPPLEMENTAL INFORMATION PUBLIC CHARITY STATUS: ST. JOSEPH'S UNIVERSITY MEDICAL CENTER IS A HOSPITAL DESCRIBED IN SECTION 170(B)(1)(A)(III). THE FOLLOWING ORGANIZATIONS ARE EACH AN ORGANIZATION DESCRIBED IN SECTION 509(A)(3), ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ONE OR MORE PUBLICLY SUPPORTED ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2). EACH IS A TYPE I SUPPORTING ORGANIZATION THAT DIRECTLY SUPPORTS ST. JOSEPH'S UNIVERSITY MEDICAL CENTER: - ST. JOSEPH'S HOSPITAL & MEDICAL CENTER FOUNDATION, - HARBOR HOUSE, INC. - 200 HOSPITAL PLAZA - ST. JOSEPH'S EMERGENCY PHYSICIANS, INC. - ST. JOSEPH'S FACULTY PHYSICIANS, INC. - ST. JOSEPH'S PHYSICIANS, INC. - ST. JOSEPH'S PHYSICIANS HEALTHCARE GROUP, INC. - ST. JOSEPH'S SUBSPECIALTY PHYSICIANS, INC. SCHEDULE A, PART IV, LINE 1 THE ST. JOSEPH'S UNIVERSITY MEDICAL CENTER FOUNDATION IS ORGANIZED TO PROMOTE, BY DONATION OR OTHERWISE, THE INTERESTS AND PROGRAMS OF ST. JOSEPH'S UNIVERSITY MEDICAL CENTER (SJUMC). ITS SOLE MEMBER IS ST. JOSEPH'S HEALTH, INC. AND THE SYSTEM HAS THE RIGHT AND POWER TO APPOINT A GROUP RETURN. HARBOR HOUSE, INC. IS ORGANIZED TO PROVIDE ELDERLY OR DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES. THE BYLAWS DESIGNATE ITS TRUSTEES FROM THE TRUSTEES OF SJUMC OR NON-TRUSTEES WITH SJUMC BOARD APPROVAL. THE REMOVAL, APPROVAL OR RESIGNATION OF A TRUSTEE IN SJUMC RESULTS IN AUTOMATIC TRUSTEE REVOCATION FOR HARBOR HOUSE, INC. THE SOLE MEMBER OF HARBOR HOUSE, INC. IS SJUMC. 200 HOSPITAL PLAZA IS ORGANIZED TO PROVIDE HOSPITAL HOUSING, PARKING,AND OTHER FACILITIES FOR EMPLOYEES, PATIENTS, VISITORS, DOCTORS, AND OTHERS AFFILIATED WITH SJUMC. THE SOLE MEMBER IS ST JOSEPHS HEALTH, INC. ("THE SYSTEM"). THE SYSTEM DETERMINES WHEN BOARD ELECTIONS ARE HELD AND CAN REMOVE ANY TRUSTEE AND OFFICER AT ANY TIME IF IT IS IN THE BEST INTEREST OF 200 HOSPITAL PLAZA. ST. JOSEPH'S FACULTY PHYSICIANS INC.'S SOLE MEMBER IS SJUMC. SJUMC IS RESPONSIBLE FOR ELECTING THE TRUSTEES OF ST. JOSEPH'S FACULTY PHYSICIANS INC. ST. JOSEPH'S PHYSICIANS INC.'S SOLE MEMBER IS SJUMC. SJUMC IS RESPONSIBLE FOR ELECTING THE TRUSTEES OF ST. JOSEPH'S PHYSICIANS INC. ST. JOSEPH'S PHYSICIANS HEALTHCARE GROUP INC.'S SOLE MEMBER IS SJUMC. SJUMC IS RESPONSIBLE FOR ELECTING THE TRUSTEES OF ST. JOSEPH'S PHYSICIANS HEALTHCARE GROUP INC. ST. JOSEPH'S SUBSPECIALTY PHYSICIANS INC.'S SOLE MEMBER IS SJUMC. SJUMC IS RESPONSIBLE FOR ELECTING THE TRUSTEES OF ST. JOSEPH'S SUBSPECIALTY PHYSICIANS INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 335720 335720 0 PART II-B, LINE 1, LOBBYING ACTIVITIES LOBBYING ACTIVITIES THE HOSPITAL DOES NOT CONDUCT ANY DIRECT LOBBYING ACTIVITIES; HOWEVER, THE HOSPITAL HAS HIRED INDEPENDENT CONSULTING FIRMS TO PURSUE LEGISLATIVE ENDEAVORS ON BEHALF OF THE HOSPITAL. IN 2023, THE HOSPITAL PAID WASHINGTON STRATEGIC CONSULTING, INC. $90,750 FOR THEIR EFFORTS. THE HOSPITAL PAID MEMBERSHIP DUES TO CATHOLIC HEALTH ASSOCIATION (CHA), NJHA, HOSPITAL ALLIANCE NJ, AND TO AMERICA ESSENTIALS HOSPITALS. A PORTION OF THESE DUES WERE USED FOR LOBBYING ACTIVITIES. 123142 2627 2627 123142 123142 506 506 123142 123142 47 47 123142 123142 39 39 123142 123142 3500 3500 123142 1.00000 0 0 17401197 17401197 373885954 206053745 167832209 550655078 411375733 139279345 11347638 9318469 2029169 53224973 23933079 29291894 355833814 MUNICIPAL BONDS 537002 F US BONDS/MORT. BACKED & MUTUAL FUNDS 9546250 F CORPORATE OBLIGATIONS 254243583 F 264326835 INVESTMENT IN JOINT VENTURES 29544168 OPERATING RIGHT USE OF ASSETS 106983434 OTHER ASSETS 22530403 BENEFICIAL INTEREST IN TRUST 5803871 164861876 OPERATING RIGHT TO USE ASSETS 106982964 ESTIMATED THIRD PARTY SETTLEMENTS 10985873 ACCRUED PENSION LIABILITY 10712612 ACCRUED MALPRACTICE INSURANCE 22102942 OTHER 25806338 176590729 PART XIII V - PART V, LINE 4: THE FOUNDATION MAINTAINS A DONOR-RESTRICTED FUND WHOSE PURPOSE IS TO PROVIDE FOR THE CARE AND TREATMENT OF PATIENTS AFFLICTED WITH CANCER. IN CLASSIFYING SUCH FUND FOR FINANCIAL STATEMENT PURPOSES AS EITHER NET ASSETS WITH OR WITHOUT DONOR RESTRICTIONS, THE BOARD OF TRUSTEES LOOKS TO THE EXPLICIT DIRECTIONS OF THE DONOR WHERE APPLICABLE AND THE PROVISIONS OF THE LAWS OF THE STATE OF NEW JERSEY. THE BOARD HAS DETERMINED THAT, ABSENT DONOR STIPULATIONS TO THE CONTRARY, THE PROVISIONS OF NEW JERSEY STATE LAW DO NOT IMPOSE EITHER RESTRICTION ON THE INCOME OR CAPITAL APPRECIATION DERIVED FROM THE ORIGINAL GIFT. NORTH AMERICA 0 0 PROGRAM SERVICES CAPTIVE INSURANCE 11747043 0 0 0 0 0 0 11747043 0 11747043 1 0 1 0 0 0 PART I, LINE 3, COLUMN (F): THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR ITS FOREIGN EXPENDITURES. 2023 GALA 971535 408170 563365 117400 85040 80753 2023 GOLF UPPER MONTCLAIR 266437 89688 176749 71040 43955 20113 2 395857 170711 225146 31750 54521 3500 40647 1633829 668569 965260 102790 215876 88540 141513 548719 416541 24408 9603 0 24408 9603 9603 14805 NJ 1 0 1 0 1.00000 PATRICIA PAOLUCCI 703 MAIN STREET PATTERSON NJ 07503 0 PATRICIA PAOLUCCI 703 MAIN STREE 1000 PLAN AND EXECUTE GAMING ACTIVITIES X 0 1 1 X 1 X 1 X 1 1 0 1 1 52136742 51279893 856849 0.00080 276527835 242744968 33782867 0.03350 328664577 294024861 34639716 0.03430 45880471 24622288 21258183 0.02110 181094728 52867513 128227215 0.12720 226975199 77489801 149485398 0.14830 555639776 371514662 184125114 0.18260 1 122297582 63349059 260856577 297467419 -36610842 X 1 1 1 ST JOSEPH'S SURGERY MANAGEMENT SURGERY CENTER MANAGEMENT 0.62790 0.37210 2 1 ST JOSEPH'S UNIVERSITY MEDICAL CTR 703 MAIN STREET PATERSON NJ 07503 WWW.STJOSEPHSHEALTH.ORG STLIC:11605 SJUMC 221487602 X X X X X X X A 2 SJUMC DBA ST JOSEPH'S WAYNE MED CTR 224 HAMBURG TURNPIKE WAYNE NJ 07470 WWW.STJOSEPHSHEALTH.ORG STLIC:11605 SJUMC DBA SJWMC 221487602 X X X A FACILITY REPORTING GROUP - A 0 0 1 X X X X X X X X X 22 1 1 0 1 X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 200.000000000000 300.000000000000 X X X X X 1 1 X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: ST. JOSEPH'S UNIVERSITY MEDICAL CTR, - FACILITY 2: SJUMC DBA ST. JOSEPH'S WAYNE MED. CTR FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 5: FACILITY REPORTING GROUP - APART V, SECTION B, LINE 5: TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY ST. JOSEPH'S HEALTH; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL.KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 69 COMMUNITY STAKEHOLDERS IN SOUTHERN PASSAIC COUNTY TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED BELOW:PHYSICIANS 15PUBLIC HEALTH REPRESENTATIVES 3OTHER HEALTH PROVIDERS 16SOCIAL SERVICES PROVIDERS 17OTHER COMMUNITY LEADERS 18FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW.- 2ND BAPTIST CHURCH- 4CS OF PASSAIC COUNTY- BANGLADESHI AMERICAN WOMEN'S DEVELOPMENT INITIATIVE- CAMP YDP- CAREFINDERS TOTAL CARE LLC- CATHOLIC CHARITIES DIOCESE OF PATERSON- CHILDREN'S AID & FAMILY SERVICES THE CENTER FOR ALCOHOL & DRUG RESOURCES- CIRCLE OF CARE- CITY GREEN- CITY OF PATERSON- CITY OF PATERSON FIRE DEPARTMENT- DIVISION OF CHILD PROTECTION & PERMANENCY- ELMWOOD PARK SENIOR CENTER- FAMILY CARE NJ- FAMILY SUCCESS CENTER OF PATERSON- GREATER PATERSON OIC- HARBOR HOUSE- HEALTH COALITION OF PASSAIC COUNTY- HOME CARE OPTIONS- JOHN P. HOLLAND CHARTER SCHOOL- MENTAL HEALTH ASSOCIATION OF PASSAIC COUNTY- MORE THAN FRIENDS CARES INC.- NEW JERSEY COMMUNITY DEVELOPMENT CORP- NORTHEAST NJ LEGAL SERVICES- NORWESCAP- OASIS A HAVEN FOR WOMEN AND CHILDREN- PALESTINIAN AMERICAN COMMUNITY CENTER- PARTNERSHIP FOR MATERNAL AND CHILD HEALTH OF NORTHERN NJ- PASSAIC COUNTY SAFE KIDS- PASSAIC SCHOOL DISTRICT- PATERSON ALLIANCE- PATERSON COMMUNITY HEALTH CENTER- PATERSON JUDICIARY- PATERSON PUBLIC SCHOOLS- PATERSON SCHOOL DISTRICT- PATERSON TASK FORCE FOR COMMUNITY ACTION- REBUILDING TOGETHER NORTH JERSEY- RUTGERS COOP EXTENSION- SEMINARY BAPTIST CHURCH- SERV BEHAVORIAL HEALTH- ST. PAUL'S BAPTIST CHURCH- ST. BONAVENTURE CHURCH- ST. JOSEPH'S HEALTH- ST. JOSEPH'S WIC- ST PAUL EPISCOPAL- STAR OF HOPE MINISTRIES- TURNING POINT- UNITED METHODIST CHURCH, WAYNE, NJ- WAYNE TOWNSHIP- WAYNE TOWNSHIP HEALTH DEPARTMENT- WAYNE YMCA- WILLIAM PATERSON UNIVERSITY-SBDCTHE FOLLOWING "AREAS OF OPPORTUNITY" REPRESENT THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY, BASED ON THE INFORMATION GATHERED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT. FROM THIS DATA, OPPORTUNITIES HEALTH IMPROVEMENT EXIST IN THE AREA WITH REGARD TO THE FOLLOWING HEALTH ISSUES:THE AREAS OF OPPORTUNITY WERE DETERMINED AFTER CONSIDERATION OF VARIOUS CRITERIA, INCLUDING: STANDING IN COMPARISON WITH BENCHMARK DATA (PARTICULARLY NATIONAL DATA); IDENTIFIED TRENDS; THE PREPONDERANCE OF SIGNIFICANT FINDINGS WITHIN TOPIC AREAS; THE MAGNITUDE OF THE ISSUE IN TERMS OF THE NUMBER OF PERSONS AFFECTED; AND THE POTENTIAL HEALTH IMPACT OF A GIVEN ISSUE. THESE ALSO TAKE INTO ACCOUNT THOSE ISSUES OF GREATEST CONCERN TO THE COMMUNITY STAKEHOLDERS (KEY INFORMANTS) GIVING INPUT TO THIS PROCESS.1) ACCESS TO HEALTH CARE SERVICES - LACK OF HEALTH INSURANCE - BARRIERS TO ACCESS - INCONVENIENT OFFICE HOURS - COST OF PRESCRIPTIONS - COST OF PHYSICIAN VISITS - APPOINTMENT AVAILABILITY - FINDING A PHYSICIAN - LACK OF TRANSPORTATION - CULTURE/LANGUAGE - PRIMARY CARE PHYSICIAN RATIO - SPECIFIC SOURCE OF ONGOING MEDICAL CARE - EMERGENCY ROOM UTILIZATION - RATINGS OF LOCAL HEALTH CARE 2) CANCER - LEADING CAUSE OF DEATH - PROSTATE CANCER INCIDENCE 3) DIABETES - PREVALENCE OF BORDERLINE/PRE-DIABETES - PREVALENCE OF KIDNEY DISEASE - KEY INFORMANTS: DIABETES RANKED AS A TOP CONCERN. 4) HEART DISEASE & STROKE - LEADING CAUSE OF DEATH - HIGH BLOOD CHOLESTEROL PREVALENCE - OVERALL CARDIOVASCULAR RISK 5) HOUSING - HOUSING INSECURITY - HOUSING CONDITIONS 6) INFANT HEALTH & FAMILY PLANNING - PRENATAL CARE 7)INJURY & VIOLENCE - UNINTENTIONAL INJURY DEATHS INCLUDING FALLS [AGE 65+] DEATHS - KEY INFORMANTS: INJURY AND VIOLENCE RANKED AS A TOP CONCERN. 8) MENTAL HEALTH - "FAIR/POOR" MENTAL HEALTH - SYMPTOMS OF CHRONIC DEPRESSION - MENTAL HEALTH PROVIDER RATIO - KEY INFORMANTS: MENTAL HEALTH RANKED AS A TOP CONCERN. 9) NUTRITION, PHYSICAL ACTIVITY & WEIGHT - FOOD INSECURITY - DIFFICULTY ACCESSING FRESH PRODUCE - FRUIT/VEGETABLE CONSUMPTION - ACCESS TO RECREATION/FITNESS FACILITIES - OVERWEIGHT & OBESITY [ADULTS] - OVERWEIGHT & OBESITY [CHILDREN] - KEY INFORMANTS: NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT RANKED AS A TOP CONCERN. 10) ORAL HEALTH - REGULAR DENTAL CARE [ADULTS] 11) POTENTIALLY DISABLING CONDITIONS - ALZHEIMER'S DISEASE DEATHS 12) RESPIRATORY DISEASE - LEADING CAUSE OF DEATH - COVID-19 MORTALITY 13) SEXUAL HEALTH - HIV MORTALITY - HIV PREVALENCE 14) SUBSTANCE ABUSE - CIRRHOSIS/LIVER DISEASE DEATHS - UNINTENTIONAL DRUG-RELATED DEATHS - KEY INFORMANTS: SUBSTANCE ABUSE RANKED AS A TOP CONCERN. 15) TOBACCO USE - SMOKING CESSATION - USE OF VAPING PRODUCTS - KEY INFORMANTS: TOBACCO USE RANKED AS A TOP CONCERN IN DECEMBER 2022, ST. JOSEPH'S HEALTH CONVENED GROUPS OF COMMUNITY STAKEHOLDERS (REPRESENTING A CROSS-SECTION OF COMMUNITY-BASED AGENCIES AND ORGANIZATIONS) TO EVALUATE, DISCUSS, AND PRIORITIZE HEALTH ISSUES FOR THE COMMUNITY, BASED ON FINDINGS OF THIS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). AN IN-PERSON MEETING WAS HELD ON DECEMBER 1 AND AN ONLINE MEETING WAS HELD ON DECEMBER 12. PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC) BEGAN EACH OF THESE MEETINGS WITH A PRESENTATION OF KEY FINDINGS FROM THE CHNA, HIGHLIGHTING THE SIGNIFICANT HEALTH ISSUES IDENTIFIED FROM THE RESEARCH (SEE AREAS OF OPPORTUNITY ABOVE). FOLLOWING THE DATA REVIEW, PRC ANSWERED ANY QUESTIONS. FINALLY, PARTICIPANTS WERE PROVIDED AN OVERVIEW OF THE PRIORITIZATION EXERCISE THAT FOLLOWED. IN ORDER TO ASSIGN PRIORITY TO THE IDENTIFIED HEALTH NEEDS (I.E., AREAS OF OPPORTUNITY), AN ONLINE VOTING PLATFORM WAS USED IN WHICH EACH PARTICIPANT WAS ABLE TO REGISTER HIS/HER RATINGS USING A MOBILE DEVICE OR WEB BROWSER. THE PARTICIPANTS WERE ASKED TO EVALUATE EACH HEALTH ISSUE ALONG TWO CRITERIA: - SCOPE & SEVERITY THE FIRST RATING WAS TO GAUGE THE MAGNITUDE OF THE PROBLEM IN CONSIDERATION OF THE FOLLOWING: 1. HOW MANY PEOPLE ARE AFFECTED? 2. HOW DOES THE LOCAL COMMUNITY DATA COMPARE TO STATE OR NATIONAL LEVELS, OR HEALTHY PEOPLE 2030 TARGETS? 3. TO WHAT DEGREE DOES EACH HEALTH ISSUE LEAD TO DEATH OR DISABILITY, IMPAIR QUALITY OF LIFE, OR IMPACT OTHER HEALTH ISSUES? RATINGS WERE ENTERED ON A SCALE OF 1 (NOT VERY PREVALENT AT ALL, WITH ONLY MINIMAL HEALTH CONSEQUENCES) TO 10 (EXTREMELY PREVALENT, WITH VERY SERIOUS HEALTH CONSEQUENCES). ABILITY TO IMPACT A SECOND RATING WAS DESIGNED TO MEASURE THE PERCEIVED LIKELIHOOD OF THE HOSPITAL HAVING A POSITIVE IMPACT ON EACH HEALTH ISSUE, GIVEN AVAILABLE RESOURCES, COMPETENCIES, SPHERES OF INFLUENCE, ETC. RATINGS WERE ENTERED ON A SCALE OF 1 (NO ABILITY TO IMPACT) TO 10 (GREAT ABILITY TO IMPACT). INDIVIDUALS' RATINGS FOR EACH CRITERIA WERE AVERAGED FOR EACH TESTED HEALTH ISSUE, AND THEN THESE COMPOSITE CRITERIA SCORES WERE AVERAGED TO PRODUCE AN OVERALL SCORE. THIS PROCESS YIELDED THE FOLLOWING PRIORITIZED LIST OF COMMUNITY HEALTH NEEDS: 1. MENTAL HEALTH 2. ACCESS TO HEALTH CARE SERVICES 3. SUBSTANCE ABUSE 4. DIABETES 5. NUTRITION, PHYSICAL ACTIVITY & WEIGHT 6. HEART DISEASE & STROKE 7. HOUSING 8. RESPIRATORY DISEASE (COVID-19) 9. INFANT HEALTH 10. INJURY & VIOLENCE 11. SEXUAL HEALTH 12. CANCER 13. ORAL HEALTH 14. POTENTIALLY DISABLING CONDITIONS 15. TOBACCO USEST. JOSEPH'S HEALTH WILL USE THE INFORMATION FROM THIS COMMUNITY HEALTH NEEDS ASSESSMENT TO DEVELOP AN IMPLEMENTATION STRATEGY TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. WHILE THE HOSPITAL WILL LIKELY NOT IMPLEMENT STRATEGIES FOR ALL OF THE HEALTH ISSUES LISTED ABOVE, THE RESULTS OF THIS PRIORITIZATION EXERCISE WILL BE USED TO INFORM THE DEVELOPMENT OF THE HOSPITAL'S ACTION PLAN TO GUIDE COMMUNITY HEALTH IMPROVEMENT EFFORTS IN THE COMING YEARS FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 6A: ST. JOSEPH'S WAYNE MEDICAL CENTER FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 11: ST. JOSEPH'S WAYNE MEDICAL CENTER PART V, SECTION B, LINE 7A & 10A: PLEASE FIND THE CHNA AND IMPLEMENTATION STRATEGY HERE:HTTPS://STJOSEPHSHEALTH.ORG/WP-CONTENT/UPLOADS/2024/06/2022-SJUMC-CHNA.PDF PART V, SECTION B, LINE 16A, 16B & 16C: PLEASE FIND THE WEB ADDRESS FOR THE FINANCIAL ASSISTANCE POLICY (FAP) HERE:HTTPS://STJOSEPHSHEALTH.ORG/IMAGES/SJH_FINANCIAL_ASSISTANCE_POLICY.PDFPLEASE FIND THE WEB ADDRESS FOR THE PLAIN LANGUAGE SUMMARY HERE:HTTPS://WWW.STJOSEPHSHEALTH.ORG/IMAGES/SJH_FA_PLAINLANGUAGE.PDF 26 2 - HARBOR HOUSE 645 MAIN STREET PATERSON NJ 07503 BEHAVIORAL HEALTH 3 - OUTPATIENT MENTAL HEALTH CLINIC 641 MAIN STREET PATERSON NJ 07505 BEHAVIORAL HEALTH 4 - ACCESS PROGRAM 621 MAIN STREET PATERSON NJ 07503 BEHAVIORAL HEALTH 5 - CARDIOVASCULAR CENTER AT WAYNE 246 HAMBURG TURNPIKE WAYNE NJ 07470 CARDIOLOGY 6 - CARDIOVASCULAR CENTER AT WOODLAND PAR 999 MCBRIDE AVENUE SUITE 204 WOODLAND PARK NJ 07424 CARDIOLOGY 7 - CARDIOVASCULAR CENTER AT NUTLEY 181 FRANKLIN AVENUE SUITE 301 NUTLEY NJ 07110 CARDIOLOGY 8 - AMBULATORY IMAGING CENTER 1135 BROAD STREET CLIFTON NJ 07013 IMAGING 9 - ST JOSEPHS UNIVERSITY IMAGING 246 HAMBURG TURNPIKE WAYNE NJ 07470 IMAGING 10 - PED SUBSPEC FAC PRACT AT CLIFTON 1135 BROAD STREET CLIFTON NJ 07013 PEDIATRICS 11 - PED SUBSPEC FAC PRACT AT HOBOKEN 158 14TH STREET HOBOKEN NJ 07030 PEDIATRICS 12 - PED SUBSPEC FAC PRACT AT PARAMUS 30 WEST CENTURY ROAD PARAMUS NJ 07652 PEDIATRICS 13 - PED SUBSPEC FAC PRACT AT WAYNE 1350 ROUTE 23 NORTH WAYNE NJ 07470 PEDIATRICS 14 - DEPAUL AMBULATORY CENTER 11 GETTY AVENUE 275 PATERSON NJ 07503 PRIMARY CARE 15 - FAMILY HEALTH CENTER 11 GETTY AVENUE PATERSON NJ 07501 PRIMARY CARE 16 - ST JOSEPHS FAMILY MED AT CLIFTON 1135 BROAD STREET SUITE 201 CLIFTON NJ 07013 PRIMARY CARE 17 - SURGERY SUBSPECIALTY FACULTY PRACTICE 1135 BROAD STREET CLIFTON NJ 07013 SURGERY 18 - SURGERY SUBSPECIALTY FACULTY PRACTICE 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 SURGERY 19 - OBGYN SUBSPECIALTY FACULTY PRACTICE 11 GETTY AVENUE PATERSON NJ 07503 WOMENS HEALTH 20 - OBGYN SUBSPECIALTY FACULTY PRACTICE 525 UNION BOULEVARD TOTOWA NJ 07512 WOMENS HEALTH 21 - OBGYN SUBSPECIALTY FACULTY PRACTICE 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 WOMENS HEALTH 22 - MATERNAL FETAL MED FACULTY PRACTICE 1 BROADWAY SUITE 203 ELMWOOD PARK NJ 07407 WOMENS HEALTH 23 - MATERNAL FETAL MED FACULTY PRACTICE 525 UNION BOULEVARD TOTOWA NJ 07512 WOMENS HEALTH 24 - COMPREHENSIVE CARE CENTER FOR HIV SER 11 GETTY AVENUE PATERSON NJ 07503 HIV SERVICES 25 - WILLOWBROOK AMBULATORY 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 AMBULATORY SERVICES 26 - ST JOSEPHS CANCER CENTER 234 HAMBURG TURNPIKE WAYNE NJ 07470 CANCER SERVICES 27 - AMBULATORY SURGERY CENTER AT TOTOWA 225 MINNISINK ROAD TOTOWA NJ 07512 AMBULATORY SERVICES PART I, LINE 3C: ST. JOSEPH'S HEALTH, INC. USES THE FOLLOWING SLIDING SCALE TO DETERMINE FREE AND DISCOUNTED CARE BASED ON INCOME:-LESS THAN OR EQUAL TO 200% FPL 100% DISCOUNT-GREATER THAN 200% THROUGH 225% FPL 80% DISCOUNT-GREATER THAN 225% THROUGH 250% FPL - 60% DISCOUNT-GREATER THAN 250% THROUGH 275% FPL 40% DISCOUNT-GREATER THAN 275% THROUGH 300% FPL 20% DISCOUNT-GREATER THAN 300% FPL NO DISCOUNTIN ADDITION TO THE ABOVE INCOME CRITERIA, INDIVIDUAL ASSETS CANNOT EXCEED $7,500 AND FAMILY ASSETS CANNOT EXCEED $15,000. BOTH CRITERIA MUST BE MET TO QUALIFY FOR FREE OR DISCOUNTED CARE.PART II, COMMUNITY BUILDING ACTIVITIES:ST. JOSEPH'S HEALTH HAS PARTNERED WITH LOCAL DEVELOPERS AND COMMUNITY INVESTMENT GROUPS DEVELOPING A STRONG BOND BETWEEN COMMUNITY INVESTMENT ACTIVITIES AND HEALTHCARE TO ADDRESS NEIGHBORHOOD AND ENVIRONMENTAL CONDITIONS THAT WOULD IMPROVE ACCESS TO NEEDED HEALTHCARE SERVICES, REDUCE INEQUITIES IN HEALTH OUTCOMES, AND CONTINUE OUR MISSION OF ENSURING THAT THE CITY'S MOST VULNERABLE RESIDENTS HAVE ACCESS TO SAFE AFFORDABLE NEIGHBORHOODS AND HEALTHCARE. ADDITIONALLY, ST. JOSEPH'S HEALTH HAS WORKED COLLABORATIVELY WITH LOCAL SOCIAL SERVICES AGENCIES AND COMMUNITY STAKEHOLDERS, SUCH AS THE HEALTH COALITION OF PASSAIC COUNTY, NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION, THE CITY OF PATERSON, PASSAIC COUNTY HEALTH DEPARTMENT, THE BOYS AND GIRLS CLUB OF PASSAIC COUNTY, THE PATERSON HOUSING AUTHORITY, AND THE NEW JERSEY FAMILY SUCCESS CENTER TO ADDRESS THOSE SOCIAL DETERMINANTS OF AN INDIVIDUAL'S HEALTH, SUCH AS THE ABILITY TO ACCESS NEEDED HEALTHCARE, HOMELESSNESS, LACK OF AFFORDABLE CHILDCARE, POVERTY, UNEMPLOYMENT, AND LIMITED PUBLIC TRANSPORTATION.ST. JOSEPH'S HEALTH ENTERED INTO A PARTNERSHIP WITH THE NEW JERSEY HOUSING AND MORTGAGE FINANCING AGENCY (HMFA) TO LEVERAGE THE HOSPITAL'S EQUITY IN CONCERT WITH THE 4% LOW INCOME HOUSING CREDIT PROGRAM TO DEVELOP A 56 UNIT AFFORDABLE HOUSING DEVELOPMENT ADJACENT TO THE HOSPITAL CAMPUS WITH A SUPPORTIVE HOUSING SET-ASIDE OF 10-UNITS TARGETED TOWARD TENANTS WHO MEET NEW JERSEYS CRITERIA FOR SUPPORTIVE HOUSING AND WHO ARE ALSO FREQUENT UTILIZERS OF HOSPITAL SERVICES, PARTICULARLY THE EMERGENCY ROOM. PART I, LINE 7: THE COST METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED FOR EACH LINE IN THE TABLE IS COST TO CHARGE RATIO PERCENTAGE. PART III, LINE 2: THE AMOUNT REPORTED IS THE UNCOLLECTIBLE AMOUNTS FOR SELF-PAY PATIENTS. PART III, LINE 3: THE SYSTEM CALCULATED THE BAD DEBT ASSOCIATED WITH SELF PAY/UNINSURED CASES WAS $103,651,957. BASED ON HISTORICAL REVIEW, APPROXIMATELY $62,251,547 OF THESE CASES WERE ELIGIBLE FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. IN ADDITION, WE IDENTIFIED BAD DEBTS TOTALING $1,097,511 RELATED TO CHARITY CARE PATIENTS. THUS TOTAL BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AMOUNTED TO $63,349,059. PART III, LINE 4: THERE IS NO BAD DEBT FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.THE MEDICAL CENTER'S SELF-PAY WRITE-OFFS NET OF RECOVERIES INCREASED FROM $91.2 MILLION FOR 2022 TO $127.1 MILLION FOR 2023. THE MEDICAL CENTER HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING FISCAL YEARS 2022 OR 2023. PART III, LINE 8: THE HOSPITAL UTILIZED THE AMOUNTS REPORTED ON THE MEDICARE COST REPORT TO DETERMINE THE MEDICARE ALLOWABLE COSTS. ST. JOSEPH'S IS COMMITTED TO PROVIDING QUALITY HEALTHCARE TO ALL PATIENTS. THIS COST OF CARE TO OUR MEDICARE POPULATION RESULTED IN A LOSS. WE CONSIDER THIS NET LOSS TO SERVE MEDICARE PATIENTS TO BE ANOTHER FORM OF COMMUNITY BENEFIT. THE SERVICES PROVIDED INCLUDED PRIMARY CARE, EMERGENCY CARE, DENTAL SERIVCES, SUB-SPECIALITY CARE AND INPATIENT AND LONG TERM CARE SERVICES. PART III, LINE 9B: WHEN A PATIENT IS KNOWN TO QUALIFY AND APPROVED FOR FINANCIAL ASSISTANCE, A SPECIFIC INSURANCE CODE IS ASSIGNED. THESE BILLS ARE ELECTRONICALLY TRANSMITTED TO THE MEDICAID FISCAL INTERMEDIARY. THE INTERMEDIARY PRICES AND PROCESSES THE CLAIMS. PATIENTS THAT WERE APPROVED FOR 100% ASSISTANCE, AND MADE A PAYMENT WILL BE CREDITED. SIMILARLY, A PATIENT THAT IS APPROVED FOR THE SLIDING SCALE THAT OVERPAID, WILL BE CREDITED.ALL OF OUR SELF-PAY PATIENTS ARE TREATED WITH THE SAME PROCESS. WE FIRST SCREEN PATIENTS FOR MEDICAID/CHARITY CARE, IF THEY AGREE TO THE PROCESS. IF THEY DO NOT QUALIFY FOR EITHER, OR WISH TO NOT APPLY, WE THEN OFFER THEM THE FAP. NEXT, WE FOLLOW THE NORMAL SELF-PAY COLLECTION PRACTICES FOR THE REMAINING AMOUNTS. EVERY 30 DAYS A STATEMENT FOR THE REMAINING BALANCE OWED WILL BE SENT TO THE GUARANTOR. IF AFTER, 120 DAYS, THERE IS NO RESPONSE/PAYMENT, THE ACCOUNT WILL BE REFERRED TO BAD DEBT. PART VI, LINE 2: SEE ABOVE NEEDS ASSESSMENT:THE ORGANIZATION BELIEVES ITS CHNA PROCESS TO BE COMPREHENSIVE, THEREFORE ADDITIONAL ASSESSMENTS ARE NOT CONDUCTED. PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:FINANCIAL ASSISTANCE INFORMATION IS PROVIDED AND POSTED IN FOUR LANGUAGES IN ALL PATIENT REGISTRATION AREAS. PATIENTS IN NEED OF FINANCIAL ASSISTANCE HAVE AN OPPORTUNITY TO SCHEDULE AN APPOINTMENT WITH A FINANCIAL COUNSELOR TO ASK QUESTIONS AND APPLY FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: COMMUNITY INFORMATION:COMPARISON AND GENERAL COMMUNITY DESCRIPTION: SOUTHERN PASSAIC COUNTY, NEW JERSEY INCLUDES THE FOLLOWING RESIDENTIAL ZIP CODES: 07011, 07012, 07013, 07014, 07055, 07407, 07410, 07424, 07470, 07501, 07502, 07503, 07504, 07505, 07506, 07508, 07512, 07513, 07514, 07522, AND 07524. THIS COMMUNITY DEFINITION REPRESENTS THE PRIMARY AND SECONDARY SERVICE AREAS OF ST. JOSEPH'S UNIVERSITY MEDICAL CENTER AND INCLUDES RESIDENTIAL ZIP CODES.ST. JOSEPH'S HEALTH (SJH) IS A NONPROFIT, INDEPENDENT HEALTHCARE SYSTEM SPONSORED BY THE SISTERS OF CHARITY OF SAINT ELIZABETH. ST. JOSEPH'S UNIVERSITY MEDICAL CENTER LOCATED IN PATERSON AND OUR SISTER HOSPITAL ST. JOSEPH'S WAYNE MEDICAL CENTER, APPROXMATELY 7 MILES TO THE NORTH OF PATERSON IN WAYNE, NEW JERSEY.WAYNE IS A SUBURBAN COMMUNITY WITH 55,000 RESIDENTS. THE MEDIAN HOUSEHOLD INCOME IS $100,853; 5% OF HOUSEHOLDS HAD INCOME BELOW $15,000 A YEAR, WITH 4% IN POVERTY; 29% REPORTED INCOME GREATER THAN $150,000. MEDIAN AGE WAS 43.4 YEARS; 21% PERCENT OF THE POPULATION IS UNDER 18 YEARS; 17 PERCENT OF THE POPULATION IS OVER 65 YEARS OF AGE. 93% OF THE POPULATION HAS HEALTH INSURANCE COVERAGE WITH 10% OF THE POPULATION REPORTING A DISABILITY. PATERSON, IS NJ'S THIRD LARGEST CITY, WITH NEARLY 159,732 RESIDENTS. THE MEDIAN HOUSEHOLD INCOME IS $41,360. THE POPULATION PRIMARILY CONSISTS OF PEOPLE OF COLOR AND ETHNIC MINORITIES: 61% OF RESIDENTS ARE HISPANIC/LATINO, AND 26% ARE BLACK/AFRICAN AMERICAN. ALTHOUGH DIFFICULT TO QUANTIFY USING CENSUS DATA, THERE ARE ALSO SIZEABLE COMMUNITIES OF MIDDLE EASTERN AND SOUTHEAST ASIAN DESCENT. GIVEN THE NUMBER OF IMMIGRANT POPULATIONS HERE, LINGUISTIC ISOLATION IS A CHALLENGE; THERE ARE MORE THAN 20 DIFFERENT LANGUAGES SPOKEN, INCLUDING THE SOUTHEAST ASIAN LANGUAGES AND NUMEROUS DIALECTICS OF HISPANIC AND ASIAN POPULATIONS. MANY RESIDENTS ARE ENGLISH LANGUAGE LEARNERS, WITH SPANISH AND INCREASINGLY ARABIC AS THE MOST COMMON PRIMARY LANGUAGES SPOKEN. IMMIGRANTS IN OUR COMMUNITY OFTEN DEPRIORITIZE HEALTHCARE NEEDS, DUE TO CONCERNS AROUND THEIR IMMIGRATION STATUS, AFFORDABILITY, AND ACCESS; IN MANY CASES, IMMIGRANTS DO NOT ACCESS PREVENTIVE CARE AND ONLY PRESENT TO SJUMC ONCE A MEDICAL EMERGENCY ARISES.DESPITE PATERSON'S SIZE AND DIVERSITY OF ITS RESIDENTS, IT HAS ONE OF THE LOWEST PER CAPITA INCOME LEVELS IN THE STATE, AND AN UNEMPLOYMENT RATE OF AT LEAST 8%. TWENTY-SEVEN PERCENT (27%) OF THE AREA'S POPULATION LIVES IN POVERTY (THREE TIMES THE STATE AVERAGE), INCLUDING 40% OF CHILDREN UNDER AGE 18. THE POVERTY RATE IS REFLECTED BY THE NEARLY 40% OF RESIDENTS WHO RECEIVE BENEFITS FROM THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP). PATERSON RESIDENTS ALSO STRUGGLE TO SECURE HEALTH INSURANCE: ESTIMATES INDICATE UP TO 20% OF RESIDENTS UNDER THE AGE OF 65 ARE UNINSURED (U.S. CENSUS BUREAU).REFLECTING OUR COMMUNITY DEMOGRAPHICS, NEARLY 80% OF SJUMC/SJWMC PATIENTS ARE COVERED BY MEDICAID OR CHARITY CARE (INDIGENT PATIENTS) OR MEDICARE (OLDER OR DISABLED PATIENTS). PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH:THE DEPARTMENT OF URBAN & COMMUNITY HEALTH LEADS THE COMMUNITY ENGAGEMENT ACTIVITIES ON BEHALF OF THE SYSTEM. STAFF MEMBERS HOLD LEADERSHIP POSITIONS ON VARIOUS COMMUNITY BOARDS, INCLUDING THE TRI-COUNTY CHAMBER OF COMMERCE, PATERSON ROTARY, PATERSON ALLIANCE, UNITED WAY OF PASSAIC COUNTY, DIVERSITY AND INCLUSION COMMITTEE OF THE PASSAIC COUNTY VICINAGE, PATERSON TASKFORCE FOR SOCIAL ACTION AND BOTH THE PATERSON AND WAYNE YMCAS. ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO:KINGS DAY - CEDAR GROVEPEDESTRIAN SAFETY EVENTNALOXONE TRAINING AND DISTRIBUTIONSTOP THE BLEED CLASSMLKSTOP THE BLEED INSTRUCTOR COURSETRAUMATIC BRAIN INJURIESHEALTH FAIR-WAFAHEADS UP SENIORSFIRST AID TRAININGA WOMEN'S HEALTH SYMPOSIUMNURSINGPRACTICE COUNCIL PRESENTATIONNALOXONE TRAINING AND KIT DISRIBUTIONHEART HEALTHY FAIRHEALTHY LIFESTYLESHEART HEALTH AWARENESS FOR WOMENHEART AWARENESSSMOKING & DANGERS OF E-CIGS & VAPINGWOMEN'S HEART HEALTH AWARENESSSCHOOL 12- K-2- READ ACROSS AMERICA/DR. SEUSS WKSTOP THE BLEED CLASSHEADS UP SENIORPCCC WELLNESS DAYPCCC HEALTH FAIRSGU ORIENTATIONWOMEN'S HEART HEALTH LUNCH & LEARN AT SAX LLPCOVID-19- PCCC-MOCSI VIRTUAL PRESENTATIONPRAYER FOR SOLIDARITY & PEACEPUBERTY & EMOTIONAL CHANGESDEBRIEFING- COVID-10 ANXIETYDEBRIEFING - PATERSON HOUSING AUTHORITYDEBRIEFING POST COVID-19- PATERSON HOUSING AUTHORITYSTROKE PREVENTION & MANAGEMENTCOMMUNITY STROKEBP HEALTH & WELLNESSWEBINAR RECORDING ENGLISH/SPANIISHHISPANIC AFFINITY GROUPHISPANIC AFFINITY GROUP- FOOD TASTING CAFETERIAPRE-DIABETES PROGRAM WITH RAMAPO COLLEGE NURSING STUDENTSPRE-DIABETES NDPPHISPANIC AFFINITY GROUP- FOOD TASTING CAFETERIAST. JOSEPH'S HEALTH SUSTAINABLE MEAL COMMUNITY PROJECTBLM'S FOOD OUTREACH PROGRAM: EVERYBODY EATSDPP- LIFESTYLE CHANGEPRE-DIABETES NDPPHISPANIC AFFINITY GROUP- FOOD TASTING CAFETERIABREAST CANCER AWARENESSBLM'S FOOD OUTREACH PROGRAM: EVERYBODY EATSPRE-DIABETES NDPPHISPANIC AFFINITY GROUP- FOOD TASTING CAFETERIABLM'S FOOD OUTREACH PROGRAM: EVERYBODY EATSBLM PATERSON & ST. JOE'S FOOD DRIVEPRE-DIABETES NDPPINFECTION PREVENTION AWARENESSCOMMUNITY FLU VACCINATIONAWARENESS DAY - COLUMBIA BANCKRAIN DATE - FLU FESTBREAST CANCER AWARENESSBLM'S FOOD OUTREACH PROGRAM: EVERYBODY EATSPRE-DIABETES NDPPVIRTUAL PINK POWER TEA- BREAST CANCER AWARENESSPRE-DIABETES NDPPVETERAN'S DAY-VIRTUALPRE-DIABETES NDPPPROSPECT PARK FAIRPRE-DIABETES NDPPBRAIN INJURY SUPPORTPCCC WELLNESS DAYBOYS & GIRLS CLUB- WOODLAND PARKSPRING HEALTH FAIR-MOBILE COMMUNITY HEALTH & BHATT FOUNDATIONBAE LUNCH AND LEARNHEALTHY KIDS DAY-WAYNEA FAMILY WELLNESS EVENT (HISTORIC CALVARY BAPTIST CHURCH)HEALTHY KIDS DAY-PATERSON7TH ANNUAL EMPLOYEE HEALTH FAIRSAX- HEART DISEASE AMONG WOMENBAE WELLNESS WEEKCONTINUING EDUCATION-WPUSTROKE PRESENTATION WAYNESTROKE PRESENTATION PATERSON6TH ANNUAL CAREER DAYSCHOOL 13 CAREER DAYSCHOOL 10 CAREER DAYAUDIENCE: STUDENTS GRADES 3 THROUGH 8DANGERS OF THE SUN & SKIN CAREWAYNE DAYSISTERS ST. ELIZABETH BAD PROM 5KHEALTH FAIRAFRICAN-AMERICAN PARADE-PASSAIC - AFRICAN-AMERICAN AFFINITY GROUPAFRICAN-AMERICAN PARADE PATERSON - AFRICAN-AMERICAN AFFINITY GROUPWORKSHOPS NJCDCMEDICATION ADMINISTRATION WORKSHOPASTHMA YOUNG CHILDRENDIABETES YOUNG CHILDRENHOME SAFETY PREVENTIONHOW TO STOP SMOKING & DANGERS OF E-CIGS & VAPINGHEALTH N WELLNESS SERVICES, LLC; FSCS HEALTH CENTERS, PATERSON/PATERSON.K12PATERSON SCHOOLS K12WOMEN MINISTRY AT MY CHURCH CHRIST TEMPLE BAPTIST CHURCH AND OTHERSZAC CAMPWELLNESS HEALTH FAIR - JUDICIARY PASSAIC VICINAGEWAYNE TOWNSHIP'S 42ND ANNUAL HEALTH FAIRBAE LUNCH AND LEARN PART VI, LINE 6: AFFILIATED HEALTH CARE:SAINT JOSEPH'S HEALTH INC., THE PARENT ORGANIZATION, IS SPONSORED BY THE SISTERS OF CHARITY OF SAINT ELIZABETH AND ITS AFFILIATES. AFFILIATED MEMBERS OF THE PARENT INCLUDE ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, INC. AND SUBSIDIARIES, ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER FOUNDATION, INC. (THE MEDICAL CENTER FOUNDATION), 200 HOSPITAL PLAZA CORPORATION (200 HOSPITAL PLAZA), SJHS INSURANCE LIMITED (THE INSURANCE CAPTIVE), AND VHS MANAGEMENT, INC. AND SUBSIDIARY (VHS).SAINT JOSEPH'S UNIVERSITY MEDICAL CENTER (THE UNIVERSITY MEDICAL CENTER) WAS FOUNDED IN 1867 AND IS LOCATED IN PATERSON, NEW JERSEY. IT IS AN ACUTE-CARE HOSPITAL WITH 651 LICENSED BEDS AND 30 NEWBORN BASSINETS. THE UNIVERSITY MEDICAL CENTER IS A STATE-DESIGNATED TRAUMA CENTER AND PROVIDES A FULL RANGE OF HEALTH CARE SERVICES. EFFECTIVE JANUARY 1, 2010, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, INC. D/B/A ST. JOSEPH'S WAYNE MEDICAL CENTER AND SUBSIDIARY (WAYNE MEDICAL CENTER) WAS MERGED WITH THE UNIVERSITY MEDICAL CENTER AND COLLECTIVELY THE ENTITIES ARE REFERRED TO HEREIN AS THE MEDICAL CENTER. WAYNE MEDICAL CENTER IS LOCATED IN WAYNE, NEW JERSEY, AND IS AN ACUTE-CARE HOSPITAL WITH 229 LICENSED BEDS. WAYNE MEDICAL CENTER PROVIDES COMPREHENSIVE MEDICAL AND SURGICAL CARE, AND EMERGENCY AND DIAGNOSTIC SERVICES FOR ITS COMMUNITY.IN ADDITION, THE MEDICAL CENTER INCLUDES THE FOLLOWING WHOLLY OWNED SUBSIDIARIES:-ST. JOSEPH'S HOSPITAL HOUSING CORP. (THE HOUSING CORP.) PROVIDE PROPERTY-MANAGEMENT SERVICES FOR NONHOSPITAL-RELATED REAL ESTATE HOLDINGS.-ST. JOSEPH'S HEALTHCARE PHYSICIAN HEALTHCARE GROUP, INC.; ST. JOSEPH'S EMERGENCY PHYSICIANS, INC.; ST. JOSEPH'S FACULTY PHYSICIANS, INC.; AND ST. JOSEPH'S PHYSICIAN'S, INC. MANAGE THE MEDICAL CENTER'S FACULTY STAFF BILLING SERVICES.-HARBOR HOUSE, INC. AND ITS SUBSIDIARIES, HARBORSIDE APARTMENTS, INC. AND HARBORVIEWTHE MEDICAL CENTER IS ALSO THE MAJORITY MEMBER OF THE FOLLOWING CONSOLIDATED SUBSIDIARY: ST. JOSEPH'S SURGERY MANAGEMENT, LLC (SURGERY MANAGEMENT). SURGERY MANAGEMENT IS A LIMITED LIABILITY CORPORATION ESTABLISHED TO MANAGE THE SURGICAL SERVICES AT THE UNIVERSITY MEDICAL CENTER. IN JUNE 2023 THE MEDICAL CENTER SOLD ITS INTEREST IN ST. JOSEPH'S SURGERY MANAGEMENT.THE FOUNDATION IS A PUBLIC CHARITY WHOSE PRIMARY PURPOSE IS TO RAISE FUNDS FOR THE MEDICAL CENTER AND WAYNE MEDICAL CENTER, RESPECTIVELY, AND THEIR AFFILIATED ORGANIZATIONS, AND OTHER AREA CHARITABLE ORGANIZATIONS.200 HOSPITAL PLAZA IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO FURTHER THE OPERATIONS OF THE MEDICAL CENTER BY OWNING, MANAGING, AND OPERATING PARKING FACILITIES AND ANY OTHER FACILITIES THAT MAY BE DEEMED USEFUL OR NECESSARY FOR EMPLOYEES, PATIENTS, VISITORS, DOCTORS, AND OTHER PERSONS AFFILIATED WITH THE MEDICAL CENTER.THE INSURANCE CAPTIVE, WHICH IS A WHOLLY OWNED CAPTIVE INSURANCE COMPANY DOMICILED IN BERMUDA, WAS ESTABLISHED IN 2007 TO PROVIDE THE SYSTEM WITH GENERAL LIABILITY AND PROFESSIONAL MEDICAL LIABILITY INSURANCE.VHSNJ AT HOME, LLC IS A JOINT VENTURE BETWEEN A SUBSIDIARY OF THE SYSTEM, ST. JOSEPH'S HOME HEALTH, LLC, AND HACKENSACK MERIDIAN HOME CARE SERVICES, INC. THE SYSTEM HOLDS 50% OWNERSHIP INTEREST IN THE VHSNJ AT HOME, LLC JOINT VENTURE. PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: NJ 1 ST JOSEPH'S UNIVERSITY MEDICAL CENTER INC 703 MAIN STREET PATERSON NJ 07503 221487602 501(C)(3) 3436183 0 GENERAL SUPPORT ST JOSEPH'S UNIVERSITY MEDICAL CENTER INC 703 MAIN STREET PATERSON NJ 07503 221487602 501(C)(3) 19915 0 PROCEEDS FROM MEDICAL CONFERENCE SUPPORT THE VALERIE FUND 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 222126867 501(C)(3) 20000 0 SPONSORSHIP NFL ALUMNI NYNJ CHAPTER 8000 MIDLANTIC DR SUITE 120S MOUNT LAUREL NJ 08054 591782262 501(C)(3) 20000 0 GOLF OUTING 3 SCHOLARSHIPS 5 18000 PART I, LINE 2: GRANT IS MADE TO A RELATED TAX-EXEMPT ORGANIZATION AND MONITORING IS NOT REQUIRED AS FUNDS ARE USED TO FURTHER ITS EXEMPT PURPOSE. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE THROUGH A FORMAL APPLICATION PROCESS. X X X X 1 1 0 0 0 0 0 1 1 1 KEVIN J SLAVIN PRESIDENT/CEO 1562957 0 625460 0 384131 0 11550 0 2731 0 2586829 0 0 0 MARK W CONNOLLY MD CHAIRMAN, DEPT. OF SURGERY 518973 0 0 0 1790064 0 13200 0 1604 0 2323841 0 0 0 BLADI ZAKU MD MEDICAL DOCTOR 1398053 0 0 0 1170 0 9900 0 4332 0 1413455 0 0 0 YANA CAVANAGH MD MEDICAL DOCTOR 1311509 0 0 0 20548 0 11550 0 5124 0 1348731 0 0 0 JOHN DANKS MD MEDICAL DOCTOR 1203921 0 0 0 24952 0 9900 0 6783 0 1245556 0 0 0 TOGHRUL TALISHINSKY MD MEDICAL DOCTOR 1201375 0 0 0 1056 0 9230 0 10027 0 1221688 0 0 0 TODD C BROWER SVP, GENERAL COUNSEL (THRU 5/31/23) 327114 0 170319 0 487788 0 9360 0 1955 0 996536 0 0 0 CASWELL SAMMS SVP/CFO 731811 0 191038 0 3379 0 9900 0 3562 0 939690 0 0 0 JENNIFER MENDRZYCKI SVP & CHIEF OPERATING OFFICER 600572 0 160200 0 49066 0 11550 0 8774 0 830162 0 0 0 JOSPEH DUFFY MD CO-CHAIR 583910 0 153525 0 65174 0 8250 0 0 0 810859 0 0 0 LINDA A REED SVP, CHIEF INFORMATION OFFICER 483278 0 127914 0 104814 0 11550 0 6486 0 734042 0 0 0 LISA SCHMITTGALL SVP & CHIEF STRATEGY OFFICER 509342 0 126825 0 59702 0 11550 0 5463 0 712882 0 0 0 MICHAEL ALWELL VP REVENUE CYCLE 482168 0 130163 0 23416 0 11550 0 5332 0 652629 0 0 0 CHRISTOPHER TROTZ MD CO-CHAIR 477998 0 126825 0 3633 0 9900 0 4443 0 622799 0 0 0 PIA HOUSE WALKER SENIOR VP OF HUMAN RESOURCES 449081 0 118224 0 3417 0 9900 0 5699 0 586321 0 0 0 MICHAEL LAMACCHIA MD TREASURER/SECRETARY 517001 0 0 0 31069 0 12884 0 8224 0 569178 0 0 0 ROBERTO SOLIS MD TRUSTEE 526315 0 0 0 27555 0 11175 0 0 0 565045 0 0 0 KENNETH M MORRIS JR VP, EXTERNAL AFFAIRS 326327 0 86775 0 47204 0 21450 0 3546 0 485302 0 0 0 NILESH PATEL MD TRUSTEE 433180 0 0 0 2050 0 12138 0 13840 0 461208 0 0 0 KEVIN BROWNE SVP, SENIOR NURSE EXECTIVE 302535 0 120150 0 19423 0 9637 0 3108 0 454853 0 0 0 DEBORAH SMITH VP, CHIEF NURSING OFFICER 358311 0 59605 0 2453 0 18150 0 3693 0 442212 0 0 0 JANINE BEGASSE VP QUALITY & SAFETY 358469 0 61616 0 3508 0 9900 0 2725 0 436218 0 0 0 JUDITH PADULA FORMER KEY EMPLOYEE 0 0 0 0 421398 0 0 0 0 0 421398 0 0 0 TOM CASEY VP, MARKETING AND PUBLIC RELATIONS 279662 0 79532 0 48992 0 9898 0 861 0 418945 0 0 0 ROBERT BUDELMAN III VP, CHIEF DEVELOPMENT OFFICER 311577 0 79659 0 9178 0 10704 0 5724 0 416842 0 0 0 PADMAJA UPADYA MD VP, CHIEF MEDICAL OFFICER, SJWMC 284971 0 80100 0 24069 0 6149 0 0 0 395289 0 0 0 ANTHONY TESORIERO VP, FACILITIES OPERATIONS 298868 0 80100 0 1033 0 8633 0 4593 0 393227 0 0 0 SWATI PAREKH MD SECRETARY 329399 0 0 0 25065 0 13950 0 3101 0 371515 0 0 0 MICHAEL CAIROLI VP, WAYNE SITE ADMIN. 278960 0 67997 0 1726 0 11362 0 4312 0 364357 0 0 0 JANE WHITE VP, ONCOLOGY 255727 0 67856 0 4305 0 7757 0 2834 0 338479 0 0 0 MICHAEL AGNELLI MD TRUSTEE 306731 0 0 0 494 0 7873 0 3994 0 319092 0 0 0 SAMI ABDULMASSIH MD TRUSTEE 246881 0 0 0 522 0 7682 0 3994 0 259079 0 0 0 VALERIE CAMPBELL VP, CHIEF COMPLIANCE OFFICER 232667 0 0 0 6045 0 7270 0 5271 0 251253 0 0 0 DUSTIN RICCIO MD PRESIDENT/CEO 187838 0 0 0 132 0 0 0 46 0 188016 0 0 0 VICKI CLEVENGER VP, CHIEF COMPLIANCE OFFICER 0 0 0 0 132462 0 0 0 0 0 132462 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS WERE MADE IN 2023 TO THE FOLLOWING INDIVIDUALS: MARK CONNOLLY, MD - $1,762,563 JUDITH PADULA - $421,398 TODD BROWER - $363,112 VICKI CLEVENGER - $132,462 MICHAEL DELISI, MD - $107,725 PART I, LINE 4B: PARTICIPANTS WHO ARE EMPLOYED THROUGHOUT A PLAN YEAR SHALL BE ELIGIBLE FOR THE PLAN CONTRIBUTIONS FOR SUCH PLAN YEAR. PARTICIPANTS WHO ARE HIRED AFTER THE START OF A PLAN YEAR OR WHO BECOME ELIGIBLE FOR PARTICIPATION DURING THE COURSE OF A PLAN YEAR DUE TO PROMOTION SHALL BE ELIGIBLE TO RECEIVE A PRO-RATED SERP CONTRIBUTION. IN 2023, CERTAIN EXECUTIVES PARTICPATED IN THE 457F (SERP) PROGRAM. THE FOLLOWING CONTRIBUTIONS WERE MADE IN 2023: LINDA A. REED - $77,006 CASWELL SAMMS - $ 110,526 JENNIFER MENDRZYCKI - $95,045 THOMAS CASEY - $ 36,383 KENNETH M. MORRIS - $39,701 KEVIN J. SLAVIN - $401,191 JOSEPH DUFFY, MD - $79,778 MICHAEL CAIROLI - $34,204 TODD C. BROWER - $23,921 ROBERT BUDLEMAN, III - $38,152 MICHAEL ALWELL - $58,500 CHRISTOPHER TROTZ, MD - $58,023 PIA HOUSE WALKER - $68,396 PADMAJA UPADYA, MD - $36,429 LISA SCHMITTGALL - $80,814 JANE WHITE - $31,045 KEVIN BROWNE - $34,269 ANTHONY TESORIERO - $36,429 JANINE BEGASSE - $45,000 DEBORAH SMITH - $40,101 VALERIE CAMPBELL - $28,327 PART I, LINE 7: THE ST. JOSEPH'S HEALTH SYSTEM HAS A MANAGEMENT INCENTIVE PLAN IN PLACE ACHIEVING DEFINED OBJECTIVES THAT ARE SUPPORTIVE OF ST. JOSEPH'S PROVIDE A MAXIMUM INCENTIVE OPPORTUNITY TO PARTICIPANTS WHOM ACHIEVE PARTICIPANTS SHALL BE THOSE INCUMBENTS IN MANAGEMENT POSITIONS IN WHICH THAT IS INTENDED TO ENCOURAGE AND REWARD ELIGIBLE PLAN PARTICIPANTS FOR HEALTHCARE SYSTEM'S MISSION AND STRATEGY. THE PROGRAM IS DESIGNED TO THE MAXIMUM PERFORMANCE AND EXPECTATIONS IN MEASUREABLE AREAS. ELIGIBLE DECISION AND ACTIONS IMPACT THE OPERATIONS OF ST. JOSEPH'S HEALTHCARE SYSTEM AND/OR ITS BUSINESSES AND SUBSIDIARIES. ELIGIBILITY REQUIREMENTS MAY BE MODIFIED FROM YEAR TO YEAR. THE AWARD OPPORTUNITIES WILL BE BASED ON ATTAINMENT OF PRACTICAL PERFORMANCE MEASURES IN THE AREAS OF FINANCIAL, QUALITY PERFORMANCE, PATIENT SATISFACTION AND INDIVIDUAL GOALS. THE AWARD IS THE AMOUNT PAID TO PARTICIPANTS FOR THE ACTUAL PERFORMANCE THAT MEETS THE EXPECTATIONS OF THE CRITERIA ESTABLISHED. AT THE CLOSE OF EACH PLAN YEAR, PARTICIPANTS WILL BE EVALUATED TO DETERMINE IF PERFORMANCE IN SPECIFIC GOALS HAVE BEEN ACHIEVED. PART I, LINE 8: DURING 2023, THE HOSPITAL'S CEO AND CFO WERE COMPENSATED AND PROVIDED WITH BENEFITS PURSUANT TO AN EMPLOYMENT AGREEMENT SATISFYING THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-1(A)(3). A NJHCFFA 2016 222845542 645790CB0 2016-08-24 274348264 REFUND 2008 & CONSTRUCTION 0 0 0 B THE PASSAIC COUNTY IMPROVEMENT AUTHORITY SERIES 2017 050569671 702754CY6 2017-12-29 26760514 REFUND 2010 BONDS & CONSTRUCTION 0 0 0 C NJHCFFA 2022 222845542 645790RE8 2022-02-25 40812166 REIMBURSEMENT OF CAPITAL EXPENDITURES 0 0 0 A 29570000 274352050 2842983 50003786 221505281 2017 0 1 1 1 B 4325000 26855039 504287 26350752 2017 0 1 1 1 C 790000 40812166 651873 35365738 4794555 2022 0 1 0 1 A 0 0 1 0 0 0 0 0 B 0 1 1 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: (A) ISSUER NAME: NJ HEALTH CARE FACILITIES FINANCING AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/08/2021 FORM 990, SCHEDULE K, PART I: BOND A, COLUMN (A): ISSUER NAME: NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY BOND A, COLUMN (F): DESCRIPTION OF PURPOSE: EQUIPMENT, REFUNDING OF BONDS ISSUED 8/13/2008 BOND B, COLUMN (A): ISSUER NAME: THE PASSAIC COUNTY IMPROVEMENT AUTHORITY BOND B, COLUMN (F): DESCRIPTION OF PURPOSE: ADVANCED REFUNDING OF THE 10/22/2010 BOND ISSUE BOND C, COLUMN (A): ISSUER NAME: NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY BOND C, COLUMN (F): DESCRIPTION OF PURPOSE: EQUIPMENT, REFUNDING OF A TAXABLE BOND ISSUE PART II, LINE 3: THE DIFFERENCE BETWEEN THE ISSUE PRICE PROVIDED IN PART I, COLUMN (E) AND THE TOTAL PROCEEDS IN PART II, LINE 3 FOR BOND A AND BOND B RESULTS FROM INVESTMENT EARNINGS. SCHEDULE K, PART IV, LINE 2C: THE COMPUTATION FOR THE BOND ISSUED ON 2017 WAS COMPUTED IN APRIL 16, 2023. SCHEDULE K, PART V, PRIVATE BUSINESS USE, LINE 3: THE SYSTEM HAS SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE. THESE AMOUNTS WERE DETERMINED TO BE WITHIN THE PERMITTED LEVELS OVER THE LIFE OF EACH BOND, THEREFORE, A PERCENTAGE WAS NOT DISCLOSED. SCHEDULE K, POST-ISSUANCE COMPLIANCE WRITTEN PROCEDURES THE SYSTEM IS IN THE PROCESS OF PUTTING IN PLACE WRITTEN POST ISSUANCE COMPLIANCE PROCEDURES BY NOVEMBER 15TH, 2025 BEFORE FILING 2024 FORM 990. CONTRIBUTOR #15 SUBSTANTIAL CONTRIBUTOR 7477900 SERVICE PROVIDER 0 CONTRIBUTOR #17 SUBSTANTIAL CONTRIBUTOR 6607770 SERVICE PROVIDER 0 CONTRIBUTOR #36 SUBSTANTIAL CONTRIBUTOR 2956380 SERVICE PROVIDER 0 CONTRIBUTOR #51 SUBSTANTIAL CONTRIBUTOR 2709470 SERVICE PROVIDER 0 CONTRIBUTOR #35 SUBSTANTIAL CONTRIBUTOR 2499290 SERVICE PROVIDER 0 CONTRIBUTOR #47 SUBSTANTIAL CONTRIBUTOR 1739370 SERVICE PROVIDER 0 CONTRIBUTOR #39 SUBSTANTIAL CONTRIBUTOR 986523 SERVICE PROVIDER 0 CONTRIBUTOR #46 SUBSTANTIAL CONTRIBUTOR 812950 SERVICE PROVIDER 0 CONTRIBUTOR #13 SUBSTANTIAL CONTRIBUTOR 168895 SERVICE PROVIDER 0 CONTRIBUTOR #1 SUBSTANTIAL CONTRIBUTOR 147146 SERVICE PROVIDER 0 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: DR. JAMES LABAGNARA(B) RELATIONSHIP WITH ORGANIZATION: FORMER VP, MEDICAL AFFAIRS(C) PURPOSE OF LOAN: PHYS. RECRUITMENT X MISCELLANEOUS 107963 36 FMV X TOYS 25300 11 FMV X FOOD & BEVERAGE 6798 6 FMV X GIFT CARDS 16527 6 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 4A: ST. JOSEPH'S UNIVERSITY MEDICAL CENTER (SJUMC) PROVIDES COMPREHENSIVE ACUTE CARE SERVICES IN PATERSON, NEW JERSEY, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER D/B/A ST. JOSEPH'S WAYNE MEDICAL CENTER (SJWMC) IN WAYNE, NEW JERSEY, SKILLED NURSING SERVICES THROUGH ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, INC. D/B/A ST. JOSEPH'S HEALTHCARE AND REHAB CENTER (A DIVISION OF SJUMC) IN CEDAR GROVE, NEW JERSEY AND AMBULATORY CARE SERVICES AT EIGHT FREE-STANDING AMBULATORY SITES. SJUMC IS A NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES DESIGNATED LEVEL II TRAUMA CENTER, A REGIONAL CARDIAC SURGERY CENTER, AND A REGIONAL PERINATAL CENTER WITH APPROXIMATELY 6,284 EMPLOYEES AND PHYSICIANS, THE MEDICAL CENTER IS BOTH THE LARGEST HEALTH CARE PROVIDER AND NON-GOVERNMENT EMPLOYER IN PASSAIC COUNTY. SJUMC OPERATES A 651-LICENSED-BED ACUTE CARE TERTIARY CARE HOSPITAL OF APPROXIMATELY 1.2 MILLION SQUARE FEET, SITUATED ON 25 ACRES. SJUMC OFFERS A FULL COMPLEMENT OF SPECIALTY AND SUBSPECIALTY SERVICES INCLUDING: 1 CANCER CENTER 2 COMMUNITY EDUCATION SERVICES 3 COMPREHENSIVE NEURO-STROKE CENTER 4 DIALYSIS CENTER 5 EMERGENCY SERVICES 6 LABOR & DELIVERY AND MOTHER/BABY UNITS 7 REGIONAL PERINATAL CENTER 8 SAME-DAY SURGERY 9 SPECIALIZED SURGERY 10 TELEMEDICINE 11 THE HEART CENTER AT ST. JOSEPH'S 12 THE ORTHOPEDIC INSTITUTE SJUMC IS ALSO A STATE DESIGNATED FULL-SERVICE CHILDREN'S HOSPITAL, OPERATED UNDER THE NAME "ST. JOSEPH'S CHILDREN'S HOSPITAL," WHICH PROVIDES TERTIARY CARE FOR CHILDREN FROM BIRTH TO 21 YEARS OF AGE. SJUMC OFFERS SPECIALIZED CHILDREN'S SERVICES SUCH AS A NEONATAL INTENSIVE CARE, PEDIATRIC INTENSIVE CARE, AND A DEDICATED PEDIATRIC EMERGENCY ROOM. ADDITIONALLY, SJUMC PROVIDES: 1 REGIONAL CRANIOFACIAL CENTER 2 PEDIATRIC CENTER FOR FEEDING AND SWALLOWING DISORDERS 3 CHILD DEVELOPMENT CENTER 4 REGIONAL CYSTIC FIBROSIS CENTER 5 FULL SPECTRUM OF PEDIATRIC SPECIALTY AND SUBSPECIALTY SERVICES SJUMC CURRENTLY OPERATES 559 BEDS WITHIN THE FOLLOWING MEDICAL/SURGICAL - 315 INTENSIVE/CORONARY CARE - 62 OBSTETRICS/GYNECOLOGY - 54 PEDIATRICS - 54 PSYCHIATRY - 24 NEONATAL INTENSIVE CARE - 50 TOTAL (EXCLUDES 30 NEWBORN BASSINETS) 559 SJUMC ALSO OPERATES THE FOLLOWING AMBULATORY FACILITY SITES WITHIN CLOSE PROXIMITY TO THE MAIN SJUMC CAMPUS: 1. COMPREHENSIVE CARE CENTER, AN AMBULATORY PRIMARY CARE FACILITY FOR HIV PATIENTS IN PATERSON, NJ 2. CLIFTON FAMILY PRACTICE, AN AMBULATORY PRIMARY CARE FACILITY IN CLIFTON, NJ 3. ST. JOSEPH'S PEDIATRIC SUB SPECIALTIES AT FAIRFIELD, A PEDIATRIC SUBSPECIALTY FACULTY PRACTICE FACILITY IN FAIRFIELD, NJ 4. THE MEDICAL CENTER AT WILLOWBROOK ("WILLOWBROOK") IN WAYNE, NJ, A FACULTY PRACTICE FACILITY PROVIDING PEDIATRIC, OBSTETRIC AND MEDICAL SUBSPECIALTY SERVICES AND A 20 STATION DIALYSIS CENTER 5. ST. JOSEPH'S UNIVERSITY MEDICAL CENTER AMBULATORY IMAGING CENTER, A FULL SERVICE DIAGNOSTIC AND WOMEN'S IMAGING CENTER IN CLIFTON, NJ 6. ST. JOSEPH'S HEALTH TOTOWA CAMPUS AN AMBULATORY PRIMARY CARE FACILITY IN TOTOWA, NJ CLINICAL SERVICES: AS PART OF ST. JOSEPH'S HEALTH INC., SJUMC COORDINATES COMPREHENSIVE BASIC AND TERTIARY SERVICES ACROSS CAMPUSES WITH ITS SISTER HOSPITAL ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, INC. D/B/A ST. JOSEPH'S WAYNE MEDICAL CENTER (SJWMC). ST. JOSEPH'S WAYNE MEDICAL CENTER (SJWMC) IS A 229-LICENSED BED ACUTE CARE COMMUNITY HOSPITAL FACILITY LOCATED IN WAYNE, NJ. THE HOSPITAL, A MEMBER OF ST. JOSEPH'S HEALTH INC., OFFERS INPATIENT AND ACUTE REHABILITATION SERVICES, DEDICATED COMPREHENSIVE ACUTE CARE REHABILITATION NURSING UNIT AND A GERIATRIC NURSING UNIT. OUTPATIENT SERVICES INCLUDE DIAGNOSTIC RADIOLOGY, PHYSICAL THERAPY SERVICES, SAME-DAY SURGERY, SLEEP CARE CENTER, AND THE JOHN VICTOR MACHUGA DIABETES EDUCATION CENTER. SJWMC CURRENTLY OPERATES 138 BEDS WITHIN THE FOLLOWING 229 LICENSED BED COMPLEMENT: MEDICAL/SURGICAL 193 INTENSIVE/CORONARY CARE 16 COMPREHENSIVE REHABILITATION 20 TOTAL 229 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION SETON MINISTRIES, INC. IS THE SOLE MEMBER OF ST. JOSEPH'S HEALTH, INC. ST. JOSEPH'S HEALTH, INC. IS THE SOLE MEMBER OF ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER FOUNDATION, INC., AND 200 HOSPITAL PLAZA CORP. THE SOLE MEMBER OF HARBOR HOUSE, INC., ST. JOSEPH'S EMERGENCY PHYSICIANS, INC., ST. JOSEPH'S FACULTY PHYSICIANS, INC., ST. JOSEPH'S PHYSICIANS, INC., AND ST. JOSEPH'S SUBSPECIALTY PHYSICIANS, INC. IS ST. JOSEPH'S UNIVERSITY MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE GOVERNING BODY ST. JOSEPH'S UNIVERSITY MEDICAL CENTER SHARES A MIRROR BOARD WITH ITS MEMBER ORGANIZATION, ST. JOSEPH'S HEALTHCARE SYSTEM (THE SYSTEM IS AN OBLIGATED GROUP). UNDER SECTION 2.2 OF THE SYSTEM'S BYLAWS, THE POWER TO ELECT AND REMOVE TRUSTEES FROM THE SYSTEM'S BOARD (AND BY EXTENSION, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER'S BOARD) IS RESERVED TO THE SYSTEM'S SOLE MEMBER - SETON MINISTRIES, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY CERTAIN RIGHTS AND POWERS ARE RESERVED TO THE MEMBER PURSUANT TO THE BY-LAWS OF THE CORPORATIONS. THESE INCLUDE: APPROVAL OF THE STATEMENT OF THE MISSION OF THE INSTITUTION AND ANY SUBSEQUENT CHANGES; THE RIGHT TO ELECT AND REMOVE TRUSTEES OF THE BOARD OF THE CORPORATION AND ITS SUBSIDIARIES; APPROVAL OF AMENDMENTS TO ST. JOSEPH'S CERTIFICATE OF INCORPORATION; AND THE RIGHT TO APPROVE SIGNIFICANT CORPORATE TRANSACTIONS (E.G. MERGERS, CONSOLIDATIONS, DISSOLUTION). FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS FOR FORM 990 A COPY OF THE FORM 990 WAS PRESENTED TO THE ST. JOSEPH'S HEALTH, INC.'S FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ON OCTOBER 25, 2024 BY THE ORGNIZATION'S TAX RETURN PREPARERS, KPMG LLP. COMMENTS AND FEEDBACK WERE SOLICITED PRIOR TO FILING AND A FINAL COPY OF THE 990 WAS PROVIDED TO EACH OF THE BOARD MEMBERS VIA ELECTRONIC MEANS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ST. JOSEPH'S HEALTH, INC. REQUIRES ALL BOARD OF TRUSTEES MEMBERS, MANAGER LEVEL AND HIGHER EMPLOYEES, OFFICERS AND MEDICAL STAFF COMMITTEE MEMBERS (REPORTING PARTIES) TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS (COIDS) THAT CONSIST OF QUESTIONS DESIGNED TO UNCOVER POTENTIAL ST JOSEPH'S HEALTH SYSTEM SUBORDINATE CONFLICTS. THE ANNUAL SOLICITATION AND COMPLETION OF COIDS IS CONDUCTED ELECTRONICALLY. UPON COMPLETION AND SUBMISSION OF COIDS BY REPORTING PARTIES, AFFIRMATIVE RESPONSES TO THESE QUESTIONS ARE REVIEWED BY THE GENERAL COUNSEL AND THE CHIEF COMPLIANCE OFFICER. ANY POTENTIAL CONFLICT DISCLOSED IS IDENTIFIED AND RESOLVED IF NECESSARY. ALL DISCLOSURES AND RECOMMENDATIONS FOR RESOLUTION ARE THEN REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE PROVIDES A SUMMARY REPORT TO THE SYSTEM BOARD OF TRUSTESS. IN 2023, NO MATERIAL CONFLICTS WERE IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION POLICY ST. JOSEPH'S HEALTH, INC. UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL AND ALL OFFICERS OF THE ORGANIZATION IS REASONABLE. IN RELEVANT PART, THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION ARRANGEMENT. THE BOARD OF TRUSTEES USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP ADVISE ON THE APPROPRIATE COMPENSATION LEVELS FOR THE AFOREMENTIONED INDIVIDUALS. THAT COMPENSATION CONSULTANT WILL USE COMPARABILITY OR BENCHMARKING DATA (BASED ON INDUSTRY SURVEYS) THAT DOCUMENTS THE COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. ONCE THE COMPENSATION CONSULTANT HAS MADE ITS RECOMMENDATIONS, THE SYSTEM'S COMPENSATION COMMITTEE MUST APPROVE THE COMPENSATION, WITHOUT INPUT OR VOTING PARTICIPATION BY THE PERSON WHOSE COMPENSATION IS BEING APPROVED OR BY ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST. THE FINAL DETERMINATION IS THEN DOCUMENTED IN COMMITTEE WHO VOTED ON THE COMPENSATION, AND THE COMPARABILITY DATA THAT WAS RELIED UPON. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION ST. JOSEPH'S HEALTH, INC. MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING A COPY ON THE HOSPITAL'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART VII, SECTION A: THE HOURS REPORTED FOR NILESH PATEL, MD, ROBERTO SOLIS, MD, MICHAEL LAMACCHIA, MD, SWATI PAREKH, MICAHEL AGNELLI, MD, SAMI ABDULMASSIH, MD, ARE RELATED TO TIME DEVOTED AS A TRUSTEE OF THE FILING ORGANIZATION. COMPENSATION IS RELATED TO THE INDIVIDUALS' ROLES AS INDEPENDENT CONTRACTORS AND DOES NOT REPRESENT COMPENSATION FOR BOARD DUTIES. SISTER PATRICIA MENNOR, VICE PRESIDENT, MISSION, AS A MEMBER OF A RELIGIOUS ORDER, IS EXEMPT FROM FEDERAL AND STATE INCOME TAX AND DOES NOT RECIEVE W-2 REPORTABLE COMPENSATION. THEREFORE, SISTER MENNOR IS NOT REPORTED AS A KEY EMPLOYEE ON PART VII OR SCHEDULE J. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 3,835,499. MANAGEMENT AND GENERAL EXPENSES 420,905. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,256,404. FORM 990, PART XI, LINE 9: NET PERIODIC PENSION BENEFIT -19,935,311. PENSION RELATED ADJUSTMENTS 19,386,225. GRANT FUNDED CAPITAL ACQUISITIONS CHANGE IN NON CONTROLLING INTEREST -264,000. TRANSFER OF ASSETS TO/FROM AFFILIATES CHANGE IN INTEREST IN FOUNDATION -1,991,482. DECREASE IN NET ASSETS WITH DONOR RESTRICTION OTHER 179,901. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SJH HOUSING, LLC - 168(H)(6)(F)(II) ELECTION ACKNOWLEDGEMENT: DURING FISCAL YEAR ENDING MAY 31, 2023, SJH HOUSING, LLC, (FEIN: 85-4276345; 703 MAIN STREET, PATERSON, NJ 07503) MADE AN ELECTION UNDER IRC SECTION 168(H)(F)(II) SO IT WILL NOT BE TREATED AS A TAX-EXEMPT ENTITY FOR PURPOSES OF 168(H)(6)(F)(I), AND ACKNOWLEDGES THAT ANY GAIN RECOGNIZED ON THE DISPOSITION OF AN INTEREST IN SJH HOUSING, LLC, AND ANY DIVIDEND OR INTEREST RECEIVED OR ACCRUED BY A TAX-EXEMPT ENTITY FROM SJH HOUSING,LLC, WILL BE TREATED AS UNRELATED BUSINESS TAXABLE INCOME FOR PURPOSES OF 511, WITH THE EXCEPTION OF DIVIDEND INCOME PROPERLY ALLOCATED TO INCOME OF SJH HOUSING, LLC PREVIOUSLY SUBJECT TO TAX. ST. JOSEPH UNIVERSITY MEDICAL CENTER, THE SOLE MEMBER OF SJH HOUSING, LLC, HEREBY ACKNOWLEDGES AND CONSENTS TO THIS ELECTION. 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