2025-11-17T15:49:46-06:00 2024-12-31 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-01-01 271344467 ST JOSEPH'S HEALTH SYSTEM SUBORDINATE GROUP RETURN STJO 9737542000 703 MAIN STREET PATERSON NJ 075032621 CHRISTOPHER CAULFIELD AUTHORIZED SIGNER 9737542000 2025-11-17 1 0 EVAN W SEEKAMP P01907071 2127589700 2025-11-17 2024 2025-03-06 01:10:19Z DUSTIN M RICCIO 703 MAIN STREET PATERSON NJ 075032621 1143450707 1 1 5557 X WWW.STJOSEPHSHEALTH.ORG X TO PROVIDE QUALITY HEALTHCARE WITH SPECIAL CONCERN FOR THE POOR AND UNDERSERVED. 57 43 6141 239 1892594 1502160 60459261 35308938 898066573 990370539 32922933 18538553 34390408 33806123 1025839175 1078024153 3593810 2762221 0 0 545655684 572257561 0 0 3152438 459220373 501180216 1008469867 1076199998 17369308 1824155 1093548879 1084870887 723080667 698040276 370468212 386830611 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 981617281 2762221 1009020022 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, AND AMBULATORY CARE SERVICES AT MULTIPLE FREE-STANDING AMBULATORY SITES. SEE SCHEDULE O. 981617281 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 0 1 346 0 1 6141 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 57 43 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X CHRISTOPHER CAULFIELD 9737542000 703 MAIN STREET PATERSON NJ 075032621 X DUSTIN RICCIO MD PRESIDENT/CEO 53.00 2.00 X X 1361876 0 341477 CASWELL SAMMS SVP/CFO 55.00 0.00 X X 1006739 0 124742 JOSEPH DUFFY MD C0-CHAIR 2.00 0.00 X X 869113 0 82731 CHRISTOPHER TROTZ CO-CHAIR (THRU 10/1/24) 2.00 0.00 X X 827988 0 37524 PADMAJA UPADYA MD VP, CHIEF MEDICAL OFFIER, SJWMC 2.00 0.00 X 470918 0 45152 RICHARD J ABBATE TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH AMICO TRUSTEE 2.00 0.00 X 0 0 0 FARHAN AYOUB MD TRUSTEE (THRU 11/1/24) 2.00 0.00 X 0 0 0 MARIE BREUSS TRUSTEE (THRU 2/27/24) 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 PATRICIA K DAVINO TRUSTEE 2.00 0.00 X 0 0 0 DONNA M DECANDIDO VICE CHAIR 2.00 0.00 X X 0 0 0 DANIEL DELGADO TRUSTEE 2.00 0.00 X 0 0 0 RONALD J GARNER TREASURER 1.00 1.00 X X 0 0 0 DAVID INCORVAIA TRUSTEE 2.00 0.00 X 0 0 0 ROGER JOHNSON TRUSTEE (THRU 2/27/24) 2.00 0.00 X 0 0 0 ATHANASIA KONTOS CHAIR 2.00 0.00 X X 0 0 0 GABRIELLA LOCONTE TRUSTEE 2.00 0.00 X 0 0 0 TIMOTHY J MATTESON ESQ TREASURER 2.00 0.00 X X 0 0 0 SWATI PAREKH MD SECRETARY 2.00 0.00 X X 354918 0 10725 CECILIA K MCKENNEY TRUSTEE 2.00 0.00 X 0 0 0 BETH POLITO TRUSTEE (THRU 3/11/24) 2.00 0.00 X 0 0 0 DEBORAH A NAPPI CPA TRUSTEE 2.00 0.00 X 0 0 0 ROMAN OBEN TRUSTEE 2.00 0.00 X 0 0 0 SAMI ABDULMASSIH MD TRUSTEE 2.00 0.00 X 246738 0 9076 MICHAEL AGNELLI MD TRUSTEE 2.00 0.00 X 326516 0 8991 ANTHONY GRIFFO TRUSTEE 2.00 0.00 X 0 0 0 CHRISTINE LEROY MD TRUSTEE 2.00 0.00 X 321229 0 10087 DENNIS MARCO TREASURER 2.00 0.00 X X 0 0 0 PATRICK MICHAEL MD TRUSTEE 2.00 0.00 X 484198 0 4752 MARTIN NEILAN MD TRUSTEE 2.00 0.00 X 0 0 0 GENE RUBINO MD TRUSTEE 2.00 0.00 X 316517 0 9015 BIJAL SHETH MD TRUSTEE 2.00 0.00 X 342558 0 6702 JOSEPH VITALE JR MD TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL LAMACCHIA MD TREASURER/SECRETARY 2.00 0.00 X X 548225 0 14701 ANTHONY LOSARDO MD TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL MAINERO MD TRUSTEE 1.00 1.00 X 0 0 0 GAMIL MAKAR MD TRUSTEE 2.00 0.00 X 0 0 0 JOHN MORONE MD TRUSTEE 2.00 0.00 X 0 0 0 NILESH PATEL MD TRUSTEE 2.00 0.00 X 434132 0 21351 MANNAN RAZZAK MD TRUSTEE 2.00 0.00 X 0 0 0 ROBERTO SOLIS MD TRUSTEE 1.00 1.00 X 601530 0 6457 JOHN SUTTER MD TRUSTEE 2.00 0.00 X 0 0 0 AJAY BANSAL TRUSTEE (AS OF 9/2024) 1.00 1.00 X 0 0 0 DONNA BOLES TRUSTEE 1.00 1.00 X 0 0 0 SISTER ELLEN DAUWER SC TRUSTEE 2.00 0.00 X 0 0 0 TANYA DUNBAR TRUSTEE (AS OF 9/2024) 1.00 1.00 X 0 0 0 DEAN EMMOLO TRUSTEE 1.00 1.00 X 0 0 0 KATHLEEN FAGAN TRUSTEE 1.00 1.00 X 0 0 0 WILFREDO FERNANDEZ CHAIR 1.00 1.00 X X 0 0 0 TALIA GRIEP TREASURER 1.00 1.00 X X 0 0 0 SISTER KAREN HELFENSTEIN SC TRUSTEE 1.00 1.00 X 0 0 0 GEORGE HUNDT TRUSTEE 1.00 1.00 X 0 0 0 ALFRED LEE TRUSTEE 1.00 1.00 X 0 0 0 GUALBERTO MEDINA SECRETARY 1.00 1.00 X X 0 0 0 WILLIAM O'SHAUGHNESSY TRUSTEE 1.00 1.00 X 0 0 0 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 SISTER ROSEMARY SMITH SC TRUSTEE 1.00 1.00 X 0 0 0 SISTER MAUREEN SULLIVAN SC TRUSTEE 1.00 1.00 X 0 0 0 KEVIN J SLAVIN PRESIDENT/CEO (THRU 3/31/24) 53.00 2.00 X X 1869325 0 111467 MICHAEL J ARMSTRONG TRUSTEE 1.00 1.00 X 0 0 0 BERNADETTE COUNTRYMAN VICE CHAIR (THRU 3/2024) 1.00 1.00 X X 0 0 0 SISTER MARY MORLEY TRUSTEE (THRU 9/2024) 1.00 1.00 X 0 0 0 LISA SCHMITTGALL SVP & CHF. STRAT. OFC./INTERIM COO 55.00 0.00 X 939141 0 113897 JENNIFER K MENDRZYCKI SVP & COO (THRU 5/1/24) 53.00 2.00 X 286504 0 35603 MICHAEL ALWELL VP REVENUE CYCLE 55.00 0.00 X 651162 0 69453 JANINE BEGASSE VP QUALITY & SAFETY 55.00 0.00 X 470160 0 52465 ROBERT BUDELMAN III SVP, CHIEF DEVELOPMET OFFICER 55.00 0.00 X 453251 0 59659 MICHAEL CAIROLI VP, WAYNE SITE ADMINISTRATOR 55.00 0.00 X 391560 0 48992 THOMAS D CASEY VP, MARKETING AND PUBLIC RELATIONS 55.00 0.00 X 441174 0 42515 KENNETH MORRIS JR VP EXTERNAL AFFAIRS 55.00 0.00 X 484709 0 50634 LINDA A REED SVP, CHIEF INFORMATION OFFICER 55.00 0.00 X 824402 0 98102 DEBORAH SMITH SVP, CHIEF NURSING OFFICER 55.00 0.00 X 549578 0 72031 ANTHONY TESORIERO VP, FACILITIES OPERATIONS 55.00 0.00 X 385260 0 45756 PIA HOUSE WALKER SVP, CHIEF HUMAN RESOURCES OFFICER 55.00 0.00 X 612073 0 82259 JANE WHITE VP, ONCOLOGY (THRU 10/2024) 55.00 0.00 X 443535 0 20766 BLEDI ZAKU MEDICAL DOCTOR 55.00 0.00 X 1898244 0 11476 JOHN DANKS MEDICAL DOCTOR 55.00 0.00 X 1440226 0 16621 TOGHRUL TALISHINSKIY MEDICAL DOCTOR 55.00 0.00 X 1182000 0 16739 KAILA KRISHNAMOORTHY MEDICAL DOCTOR 55.00 0.00 X 1137152 0 14968 ERIC T CHOI MD MEDICAL DOCTOR (THRU 11/7/24) 55.00 0.00 X 1102845 0 15843 TODD C BROWER FORMER KEY EMPLOYEE (THRU 5/30/23) 0.00 0.00 X 275389 0 0 MARK W CONNOLLY FORMER CHAIRMAN, DEPT OF SURG (THRU 3/31/23) 0.00 0.00 X 264167 0 0 24615052 0 1712729 1632 1 1 0 PT SOLUTIONS LLC 1100 CIRCLE 75 PKWY SE 14TH FL ATLANTA NJ 303393064 PHYSICAL THERAPY SERVICES 24946411 NORTH AMERICAN PARTNERS IN ANESTHESIA 1305 WALT WHITMAN ROAD MELVILLE NY 11747 ANESTHESIA 8342227 SYMMETRY WORKFORCE SOLUTIONS LLC PO BOX 646064 PITTSBURGH PA 152646064 STAFFING SERVICES 7725961 CARDIOLOGY ASSOCIATES 999 MCBRIDE AVE WEST PATERSON NJ 07424 CARDIOLOGY 7043877 HEART AND VASCULAR ASSOCIATES 22-18 BROADWAY FAIR LAWN NJ 07410 CARDIOLOGY 5929254 56 623389 29732938 4952611 156588 35308938 NET PATIENT SRVC REV. 621110 935968198 935968198 PHYSICIAN BILLING 621110 47707684 47707684 PHARMACY 440000 6694657 4832249 1862408 990370539 17026449 17026449 6158547 1364606 4793941 4793941 30186 4763755 63966441 992407 63446744 0 519697 992407 1512104 1512104 1136278 623389 606234 530044 530044 40915 8970 31945 31945 PARKING 812930 3255920 3255920 MANAGEMENT FEES 900099 2650083 2650083 EDUCATION/TRAINING 611000 1939400 1939400 20604790 14060000 6544790 28450193 1078024153 1007157614 1892594 33665007 2762221 2762221 18952111 17380125 1506593 65393 539556 494802 42892 1862 475358677 435929963 37788520 1640194 5754043 5365728 388315 38455207 35645759 2602645 206803 33197967 30957582 2240385 1540074 1436141 103933 714950 666701 48249 355232 331259 23973 808812 742829 54981 11002 3520563 3282976 237587 687427 641036 46391 42535615 39665073 2870542 17862502 16657040 1205462 134979950 125870744 9109206 382239 356443 25796 14407122 13501159 905963 32657966 30432074 2225892 16807264 15673016 1134248 MEDICAL SUPPLIES EXP. 171013587 146362712 24650875 PHYSICIAN FEES 42926397 40029482 2896915 EQUIP REPAIR/MAINT. 4707609 4285204 321347 101058 OUTSIDE SERVICES 2042589 1196620 84597 761372 13230318 11950592 914972 364754 1076199998 981617281 91430279 3152438 22158 2184301 13461437 23686266 45057210 46983249 101916149 118149990 2482995 62244 26552675 22284698 43836076 10466753 1028603406 682825162 355833814 345778244 75007728 88529921 264326835 248293755 189926 1688000 164861876 176763466 1093548879 1084870887 207145967 210013964 3408031 1721434 295335940 328277303 40600000 176590729 158027575 723080667 698040276 X 337376149 347882932 33092063 38947679 370468212 386830611 1093548879 1084870887 X 1824155 6059905 8478339 X X 0 1 X 1 1 1 X X 1 ST JOSEPH'S UNIVERSITY MEDICAL CENTER 221487602 3 1 2752221 0 1 2752221 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. JOSEPH'S 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 355232 355232 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 2024, THE HOSPITAL PAID WASHINGTON STRATEGIC CONSULTING, INC. $115,500 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 6072 6072 123142 123142 2627 2627 123142 123142 506 506 123142 123142 47 47 123142 123142 39 39 123142 1.00000 0 0 10440176 10440176 512559126 321599819 190959307 18308659 16060057 2248602 435458584 345165286 90293298 51836861 51836861 345778244 CORPORATE OBLIGATIONS 246588262 F US BONDS/MORT. BACKED & MUTUAL FUNDS 1705025 F MUNICIPAL BONDS 468 F 248293755 INVESTMENT IN JOINT VENTURES 29991509 OPERATING RIGHT USE OF ASSETS 106141102 OTHER ASSETS 15101874 DUE FROM AFFLIATES 25528981 176763466 OPERATING RIGHT TO USE ASSETS 106141513 ESTIMATED THIRD PARTY SETTLEMENTS 21216956 ACCRUED PENSION LIABILITY 7159682 ACCRUED MALPRACTICE INSURANCE 12035381 OTHER 11474043 158027575 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 11349712 0 0 0 0 0 0 11349712 0 11349712 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. 2024 GALA 1057422 349433 707989 140518 81333 105485 2024 FASHION WITH COMPASSION 286074 124356 161718 48639 5750 15618 3 416171 149600 266571 115063 72691 1415 19722 1759667 623389 1136278 115063 261848 88498 140825 606234 530044 40915 8970 0 40915 8970 8970 31945 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 58239865 41747828 16492037 0.01530 283501919 271365335 12136584 0.01130 341741784 313113163 28628621 0.02660 41493032 26542460 14950572 0.01390 183495711 54978398 128517313 0.11940 224988743 81520858 143467885 0.13330 566730527 394634021 172096506 0.15990 1 144736209 88956197 256808212 325200650 -68392438 X 1 1 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 1 - HARBOR HOUSE 645 MAIN STREET PATERSON NJ 07503 BEHAVIORAL HEALTH 2 - OUTPATIENT MENTAL HEALTH CLINIC 641 MAIN STREET PATERSON NJ 07505 BEHAVIORAL HEALTH 3 - ACCESS PROGRAM 621 MAIN STREET PATERSON NJ 07503 BEHAVIORAL HEALTH 4 - CARDIOVASCULAR CENTER AT WAYNE 246 HAMBURG TURNPIKE WAYNE NJ 07470 CARDIOLOGY 5 - CARDIOVASCULAR CENTER AT WOODLAND PAR 999 MCBRIDE AVENUE SUITE 204 WOODLAND PARK NJ 07424 CARDIOLOGY 6 - CARDIOVASCULAR CENTER AT NUTLEY 181 FRANKLIN AVENUE SUITE 301 NUTLEY NJ 07110 CARDIOLOGY 7 - AMBULATORY IMAGING CENTER 1135 BROAD STREET CLIFTON NJ 07013 IMAGING 8 - ST JOSEPHS UNIVERSITY IMAGING 246 HAMBURG TURNPIKE WAYNE NJ 07470 IMAGING 9 - PED SUBSPEC FAC PRACT AT CLIFTON 1135 BROAD STREET CLIFTON NJ 07013 PEDIATRICS 10 - PED SUBSPEC FAC PRACT AT HOBOKEN 158 14TH STREET HOBOKEN NJ 07030 PEDIATRICS 11 - PED SUBSPEC FAC PRACT AT PARAMUS 30 WEST CENTURY ROAD PARAMUS NJ 07652 PEDIATRICS 12 - PED SUBSPEC FAC PRACT AT WAYNE 1350 ROUTE 23 NORTH WAYNE NJ 07470 PEDIATRICS 13 - DEPAUL AMBULATORY CENTER 11 GETTY AVENUE 275 PATERSON NJ 07503 PRIMARY CARE 14 - FAMILY HEALTH CENTER 11 GETTY AVENUE PATERSON NJ 07501 PRIMARY CARE 15 - ST JOSEPHS FAMILY MED AT CLIFTON 1135 BROAD STREET SUITE 201 CLIFTON NJ 07013 PRIMARY CARE 16 - SURGERY SUBSPECIALTY FACULTY PRACTICE 1135 BROAD STREET CLIFTON NJ 07013 SURGERY 17 - SURGERY SUBSPECIALTY FACULTY PRACTICE 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 SURGERY 18 - OBGYN SUBSPECIALTY FACULTY PRACTICE 11 GETTY AVENUE PATERSON NJ 07503 WOMENS HEALTH 19 - OBGYN SUBSPECIALTY FACULTY PRACTICE 525 UNION BOULEVARD TOTOWA NJ 07512 WOMENS HEALTH 20 - OBGYN SUBSPECIALTY FACULTY PRACTICE 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 WOMENS HEALTH 21 - MATERNAL FETAL MED FACULTY PRACTICE 1 BROADWAY SUITE 203 ELMWOOD PARK NJ 07407 WOMENS HEALTH 22 - MATERNAL FETAL MED FACULTY PRACTICE 525 UNION BOULEVARD TOTOWA NJ 07512 WOMENS HEALTH 23 - COMPREHENSIVE CARE CENTER FOR HIV SER 11 GETTY AVENUE PATERSON NJ 07503 HIV SERVICES 24 - WILLOWBROOK AMBULATORY 57 WILLOWBROOK BOULEVARD WAYNE NJ 07470 AMBULATORY SERVICES 25 - ST JOSEPHS CANCER CENTER 234 HAMBURG TURNPIKE WAYNE NJ 07470 CANCER SERVICES 26 - 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 $135,936,956. BASED ON HISTORICAL REVIEW, APPROXIMATELY $88,472,246 OF THESE CASES WERE ELIGIBLE FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. IN ADDITION, WE IDENTIFIED BAD DEBTS TOTALING $483,951 RELATED TO CHARITY CARE PATIENTS. THUS, TOTAL BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AMOUNTED TO $88,956,197. 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 $127.1MILLION FOR 2023 TO $144.7 MILLION FOR 2024. THE MEDICAL CENTER HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING FISCAL YEARS 2023 OR 2024. 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 52,500 RESIDENTS. THE MEDIAN HOUSEHOLD INCOME IS $151,561; 3% OF HOUSEHOLDS HAD INCOME BELOW $15,000 A YEAR, WITH 2% IN POVERTY; 29% REPORTED INCOME GREATER THAN $150,000. MEDIAN AGE WAS 42.1 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 160,463 RESIDENTS. THE MEDIAN HOUSEHOLD INCOME IS $53,766. 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 9%. TWENTY-THREE PERCENT (23%) 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 A NOT FOR PROFIT HOLDING CORPORATION WITH SETON MINISTRIES, INC. AS ITS SOLE MEMBER. SETON MINISTRIES, IS A SUBSIDIARY OF SISTERS OF CHARITY OF SAINT ELIZABETH. 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 WAS 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 THE VALERIE FUND 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 222126867 501(C)(3) 10000 0 SPONSORSHIP ST JOSEPH'S UNIVERSITY MEDICAL CENTER INC 703 MAIN STREET PATERSON NJ 07503 221487602 501(C)(3) 2752221 0 GENERAL SUPPORT 2 PART I, LINE 2: GRANTS ARE MADE TO RELATED TAX-EXEMPT ORGANIZATIONS OR OTHER PUBLIC CHARITIES WITH AN EXEMPT PURPOSE IN LINE WITH SJH AND MONITORING IS NOT REQUIRED AS FUNDS ARE USED TO FURTHER THOSE EXEMPT PURPOSES. X X X X 1 1 0 0 0 0 0 1 1 1 KEVIN J SLAVIN PRESIDENT/CEO (THRU 3/31/24) 412663 0 660149 0 796513 0 110659 0 808 0 1980792 0 0 0 BLEDI ZAKU MEDICAL DOCTOR 1847074 0 50000 0 1170 0 7450 0 4026 0 1909720 0 0 0 DUSTIN RICCIO MD PRESIDENT/CEO 1325536 0 0 0 36340 0 338614 0 2863 0 1703353 0 0 0 JOHN DANKS MEDICAL DOCTOR 1414774 0 0 0 25452 0 6944 0 9677 0 1456847 0 0 0 TOGHRUL TALISHINSKIY MEDICAL DOCTOR 1073151 0 50000 0 58849 0 5020 0 11719 0 1198739 0 0 0 KAILA KRISHNAMOORTHY MEDICAL DOCTOR 1113293 0 0 0 23859 0 4673 0 10295 0 1152120 0 0 0 CASWELL SAMMS SVP/CFO 745015 0 205556 0 56168 0 118457 0 6285 0 1131481 0 0 0 ERIC T CHOI MD MEDICAL DOCTOR (THRU 11/7/24) 1025222 0 45600 0 32023 0 7142 0 8701 0 1118688 0 0 0 LISA SCHMITTGALL SVP & CHF. STRAT. OFC./INTERIM COO 699526 0 163750 0 75865 0 107522 0 6375 0 1053038 0 0 0 JOSEPH DUFFY MD C0-CHAIR 588600 0 160466 0 120047 0 82731 0 0 0 951844 0 0 0 LINDA A REED SVP, CHIEF INFORMATION OFFICER 534038 0 146814 0 143550 0 91578 0 6524 0 922504 0 0 0 CHRISTOPHER TROTZ CO-CHAIR (THRU 10/1/24) 375410 0 133859 0 318719 0 34062 0 3462 0 865512 0 0 0 MICHAEL ALWELL VP REVENUE CYCLE 482223 0 133380 0 35559 0 65175 0 4278 0 720615 0 0 0 PIA HOUSE WALKER SVP, CHIEF HUMAN RESOURCES OFFICER 451228 0 127204 0 33641 0 74616 0 7643 0 694332 0 0 0 DEBORAH SMITH SVP, CHIEF NURSING OFFICER 440049 0 93748 0 15781 0 67600 0 4431 0 621609 0 0 0 ROBERTO SOLIS MD TRUSTEE 527875 0 45600 0 28055 0 6457 0 0 0 607987 0 0 0 MICHAEL LAMACCHIA MD TREASURER/SECRETARY 470956 0 45600 0 31669 0 6557 0 8144 0 562926 0 0 0 KENNETH MORRIS JR VP EXTERNAL AFFAIRS 322659 0 91601 0 70449 0 47773 0 2861 0 535343 0 0 0 JANINE BEGASSE VP QUALITY & SAFETY 363942 0 102601 0 3617 0 49604 0 2861 0 522625 0 0 0 PADMAJA UPADYA MD VP, CHIEF MEDICAL OFFIER, SJWMC 344505 0 83722 0 42691 0 45152 0 0 0 516070 0 0 0 ROBERT BUDELMAN III SVP, CHIEF DEVELOPMET OFFICER 343911 0 90616 0 18724 0 53023 0 6636 0 512910 0 0 0 PATRICK MICHAEL MD TRUSTEE 475203 0 0 0 8995 0 3152 0 1600 0 488950 0 0 0 THOMAS D CASEY VP, MARKETING AND PUBLIC RELATIONS 282940 0 83940 0 74294 0 41654 0 861 0 483689 0 0 0 JANE WHITE VP, ONCOLOGY (THRU 10/2024) 201179 0 71628 0 170728 0 18547 0 2219 0 464301 0 0 0 NILESH PATEL MD TRUSTEE 386482 0 45600 0 2050 0 6713 0 14638 0 455483 0 0 0 MICHAEL CAIROLI VP, WAYNE SITE ADMINISTRATOR 306027 0 83612 0 1921 0 43487 0 5505 0 440552 0 0 0 ANTHONY TESORIERO VP, FACILITIES OPERATIONS 300525 0 83722 0 1013 0 40251 0 5505 0 431016 0 0 0 SWATI PAREKH MD SECRETARY 282356 0 45600 0 26962 0 6081 0 4644 0 365643 0 0 0 BIJAL SHETH MD TRUSTEE 302037 0 20000 0 20521 0 4147 0 2555 0 349260 0 0 0 MICHAEL AGNELLI MD TRUSTEE 320931 0 0 0 5585 0 4086 0 4905 0 335507 0 0 0 CHRISTINE LEROY MD TRUSTEE 274550 0 20000 0 26679 0 3232 0 6855 0 331316 0 0 0 GENE RUBINO MD TRUSTEE 291900 0 0 0 24617 0 4591 0 4424 0 325532 0 0 0 JENNIFER K MENDRZYCKI SVP & COO (THRU 5/1/24) 237951 0 0 0 48553 0 31878 0 3725 0 322107 0 0 0 TODD C BROWER FORMER KEY EMPLOYEE (THRU 5/30/23) 275389 0 0 0 0 0 0 0 0 0 275389 0 0 0 MARK W CONNOLLY FORMER CHAIRMAN, DEPT OF SURG (THRU 0 0 0 0 264167 0 0 0 0 0 264167 0 0 0 SAMI ABDULMASSIH MD TRUSTEE 225970 0 20000 0 768 0 4171 0 4905 0 255814 0 0 0 PART I, LINES 4A-B SEVERANCE PAYMENTS WERE MADE IN 2024 TO THE FOLLOWING INDIVIDUALS: JUDITH A. PADULA - $7,383 TODD C. BROWER - $274,788 CECILIA K. MCKENNEY - $15,246 JANE WHITE - $58,402 CHRISTOPHER TROTZ - $109,140 MARK CONNOLY - $264,145 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 2024, CERTAIN EXECUTIVES PARTICPATED IN THE 457F (SERP) PROGRAM. THE FOLLOWING CONTRIBUTIONS WERE MADE IN 2024 AND ARE REPORTED IN SCHEDULE J, PART II, COL (C): KEVIN SLAVIN - $100,534 DUSTIN RICCIO - $331,010 CASWELL SAMMS - $112,695 JENNIFER MENDRZYCKI - $25,988 JOSEPH DUFFY, MD - $80,475 LISA SCHMITTGALL - $100,505 CHRISTOPHER TROTZ, MD - $29,358 LINDA REED - $84,752 PIA HOUSE-WALKER - $69,735 PADMAJA UPADYA, MD - $44,210 MICHAEL ALWELL - $58,500 KENNETH MORRIS - $40,176 THOMAS CASEY - $36,816 ROBERT BUDELMAN - $46,829 JANE WHITE - $15,708 MICHAEL CAIROLI - $37,616 ANTHONY TESORIERO - $36,720 JANINE BEGASSE - $45,000 DEBORAH SMITH - $59,802 THE FOLLOWING PAYMENTS WERE MADE IN 2024 AND ARE REPORTED IN SCHEDULE J, PART II, COL (B)(III): CASWELL SAMMS - $52,817 MICHAEL ALWELL - $29,406 LISA SCHMITTGALL - $48,562 ROBERT BUDELMAN - $16,896 THOMAS CASEY - $46,797 JOSEPH DUFFY, MD - $112,493 KENNETH MORRIS - $56,044 LINDA REED - $111,376 CHRISTOPHER TROTZ, MD - $206,465 PADMAJA UPADYA, MD - $17,781 PIA HOUSE-WALKER - $30,185 JANE WHITE - $105,162 KEVIN SLAVIN - $768,787 JENNIFER MENDRZYCKI - $38,139 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 2024, 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 26855039 REFUND 2010 BONDS & CONSTRUCTION 0 0 0 C NJHCFFA 2022 222845542 645790RE8 2022-02-25 37880000 REIMBURSEMENT OF CAPITAL EXPENDITURES 0 0 0 A 34340000 240012050 2842983 50003786 221505281 2017 0 1 1 1 B 5115000 21740039 504287 26350752 2017 0 1 1 1 C 1620000 37880000 651873 35365738 4794555 2022 0 1 0 1 A 0 0 1 0 0 0 0 0 B 0 0 1 0 0 0 0 0 C 0 0 1 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 1 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 III, PRIVATE BUSINESS USE, LINE 3: THE SYSTEM HAS SERVICE CONTRACTS, RESEARCH AGREEMENTS AND OTHER ACTIVITIES THAT MAY RESULT IN PRIVATE BUSINESS USE (PBU). SUCH ACTIVITIES ARE EXPECTED TO BE INCIDENTAL OR MEET AVAILABLE SAFE HARBORS OR EXCEPTIONS FROM PBU AND ANY PBU AMOUNTS TO BE WITHIN THE PERMITTED LEVELS OVER THE LIFE OF EACH BOND, THEREFORE, A PERCENTAGE WAS NOT DISCLOSED. ADDITIONALLY, THE SYSTEM IS IN THE PROCESS OF UPDATING ITS PRIVATE USE ANALYSIS TO ENSURE CONTINUED COMPLIANCE WITH POST ISSUANCE REQUIREMENTS. SCHEDULE K, POST-ISSUANCE COMPLIANCE WRITTEN PROCEDURES THE SYSTEM IS IN THE PROCESS OF PUTTING IN PLACE WRITTEN POST ISSUANCE COMPLIANCE PROCEDURES BY THE END OF TAX YEAR. CONTRIBUTOR 53 SUBSTANTIAL CONTRIB 24946411 MED SERVICES & PASSTHROUGH OPEX 0 CONTRIBUTOR 20 SUBSTANTIAL CONTRIB 8342227 MEDICAL SERVICES 0 CONTRIBUTOR 10 SUBSTANTIAL CONTRIB 7043877 MEDICAL SERVICES 0 CONTRIBUTOR 65 SUBSTANTIAL CONTRIB 6174530 CONSTRUCTION - CAPITAL PROJECTS 0 CONTRIBUTOR 1 SUBSTANTIAL CONTRIB 5929254 MEDICAL SERVICES 0 CONTRIBUTOR 11 SUBSTANTIAL CONTRIB 4272818 PHYSICIAN BILLING SERVICES 0 CONTRIBUTOR 46 SUBSTANTIAL CONTRIB 3540188 PHYSICIAN BILLING SERVICES 0 CONTRIBUTOR 49 SUBSTANTIAL CONTRIB 2172411 PATIENT SHEETS, GOWNS, ETC 0 CONTRIBUTOR 91 SUBSTANTIAL CONTRIB 591387 INSURANCE 0 CONTRIBUTOR 60 SUBSTANTIAL CONTRIB 520380 PHARMACY IT ANALYSTS 0 CONTRIBUTOR 86 SUBSTANTIAL CONTRIB 400561 MEDICAL SERVICES 0 CONTRIBUTOR 48 SUBSTANTIAL CONTRIB 379269 LEGAL SERVICES 0 CONTRIBUTOR 17 SUBSTANTIAL CONTRIB 366667 MEDICAL SERVICES 0 CONTRIBUTOR 6 SUBSTANTIAL CONTRIB 366457 MEDICAL SERVICES 0 CONTRIBUTOR 44 SUBSTANTIAL CONTRIB 274329 LEGAL SERVICES 0 CONTRIBUTOR 2 SUBSTANTIAL CONTRIB 236516 AMBULANCE TRANSPORT 0 CONTRIBUTOR 63 SUBSTANTIAL CONTRIB 206185 CONSTRUCTION - CAPITAL PROJECTS 0 CONTRIBUTOR 64 SUBSTANTIAL CONTRIB 167438 MECHANICAL SERVICES (BOILER) 0 CONTRIBUTOR 12 SUBSTANTIAL CONTRIB 158890 RENTAL PROPERTY 0 CONTRIBUTOR 39 SUBSTANTIAL CONTRIB 106887 CONSTRUCTION 0 X FOOD AND BEV 13 59402 FMV X MISC. EVENT PRIZES 15 53771 FMV X TOYS 11 21627 FMV X GIFT CARDS 4 14545 FMV 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, AND AMBULATORY CARE SERVICES AT MULTIPLE 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 6,146 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 CARE 2 DIGESTIVE HEALTH 3 NEUROLOGY AND NEUROSURGERY 4 ORTHOPEDICS 5 COMMUNITY EDUCATION SERVICES 6 COMPREHENSIVE NEURO-STROKE CENTER 7 DIALYSIS CENTER 8 EMERGENCY AND TRAUMA CARE 9 LABOR & DELIVERY AND MOTHER/BABY UNITS 10 REGIONAL PERINATAL CENTER 11 SPECIALIZED AND SAME-DAY SURGERY 12 REHABILIATATION 13 HEART CARE 14 WOMENS HEALTH ST. JOSEPH'S CHILDREN'S HOSPITAL IS A STATE-DESIGNATED CHILDREN'S HOSPITAL, WHICH MEANS THAT THE HOSPITAL HAS MET SPECIFIC STANDARDS OF PEDIATRIC HEALTH, INCLUDING OFFERING SPECIALIZED PEDIATRIC CARE LIKE A PEDIATRIC EMERGENCY DEPARTMENT, A PEDIATRIC INTENSIVE CARE UNIT AND A REGIONAL PERINATAL CENTER. WE HAVE A FULL TEAM OF PEDIATRIC EXPERTS FROM SEVERAL SURGICAL AND MEDICAL SPECIALTIES, WHO ARE SPECIALLY TRAINED TO CARE FOR CHILDREN AND WHO UNDERSTAND THE UNIQUE PHYSICAL AND EMOTIONAL NEEDS OF CHILDREN AND THEIR FAMILIES. WE PROVIDE ADVANCED INPATIENT AND OUTPATIENT MEDICAL CARE FOR CHILDREN FROM BIRTH TO 21 YEARS OF AGE. WITH MORE THAN 150 BOARD-CERTIFIED PEDIATRIC SPECIALISTS AND A CLOSE NETWORK OF COMMUNITY PEDIATRICIANS, WE CAN TAKE CARE OF EVERY CHILD ACROSS A FULL RANGE OF CONDITIONS, FROM THE COMMON TO THE MOST COMPLEX. ST. JOSEPH'S CHILDREN'S HOSPITAL IS LOCATED WITHIN THE ST. JOSEPH'S UNIVERSITY MEDICAL CENTER CAMPUS IN PATERSON, NJ. OUR CHILDREN'S HOSPITAL HAS ITS OWN ADMITTING, WAITING, AND RECOVERY ROOMS DESIGNED JUST FOR CHILDREN. OUR FACILITIES, SERVICES, AND SUPPORT PROGRAMS ARE DESIGNED SPECIFICALLY TO HELP PUT CHILDREN AT EASE AND PROVIDE PARENTS WITH THE RESOURCES THEY NEED DURING STRESSFUL TIMES. ADDITIONALLY, SJUMC CHILDREN'S HOSPITAL PROVIDES: 1 REGIONAL CRANIOFACIAL CENTER 2 EMERGENCY CARE 3 HEMATOLOGY AND ONCOLOGY/VALERIE FUND CENTER 4 PEDIATRIC CENTER FOR FEEDING AND SWALLOWING DISORDERS 5 NEONATAL INTENSIVE CARE 6 ORTHOPEDICS 7 PEDIATRIC INTENSIVE CARE 8 SURGERY SERVICES SJUMC CURRENTLY OPERATES 558 BEDS WITHIN THE FOLLOWING MEDICAL/SURGICAL - 315 INTENSIVE/CORONARY CARE - 61 OBSTETRICS/GYNECOLOGY - 54 PEDIATRICS - 54 PSYCHIATRY - 24 NEONATAL INTENSIVE CARE - 50 TOTAL (EXCLUDES 30 NEWBORN BASSINETS) 558 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 SUBSPECIALTIES 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 IS A MULTI-SPECIALTY AMBULATORY CARE FACILITY PROVIDING ADVANCD PREVENTATIVE, DIAGNOSTIC, AND THERAPEUTIC SERVICES 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 IS A 229-BED HOSPITAL THAT PROVIDES COMPREHENSIVE MEDICAL AND SURGICAL CARE, A FULL-SERVICE EMERGENCY DEPARTMENT, AN ACUTE REHABILITATION UNIT, AND AN OUTPATIENT INFUSION CENTER. ST. JOSEPH'S WAYNE MEDICAL CENTER HAS BEEN DESIGNATED A PATHWAY TO EXCELLENCE ORGANIZATION FOR NURSING EXCELLENCE AND RECOGNIZED WITH AN "A" GRADE FOR PATIENT SAFETY BY THE LEAPFROG GROUP, NOTING ACHIEVEMENTS IN PROTECTING PATIENTS FROM PREVENTABLE HARM AND ERRORS. ST. JOSEPH'S WAYNE MEDICAL CENTER IS ALSO DESIGNATED AS A PRIMARY STROKE CENTER AND HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION / AMERICAN STROKE ASSOCIATION "GET WITH THE GUIDELINES" PROGRAM, RECOGNIZING OUR ABILITY TO MEET THE UNIQUE NEEDS OF STROKE PATIENTS. 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. ST. JOSEPH'S UNIVERSITY MEDICAL CENTER IS 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. 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 NOVEMBER 7, 2025 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 2024, 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, MD, MICAHEL AGNELLI, MD, SAMI ABDULMASSIH, MD, CHRISTINE LEROY, MD, PATRICK MICHAEL, MD, GENE RUBINO, MD, AND BIJAL SHETH, 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 XI, LINE 9: NET PERIODIC PENSION BENEFIT -2,217,108. PENSION RELATED ADJUSTMENTS 5,770,000. CONTRIBUTIONS, GRANTS, OTHER SUPPORT - SPECIAL FUNDS -309,189. CHANGE IN PERPETUAL TRUST 233,000. TRANSFER OF ASSETS TO/FROM AFFILIATES -170,000. CHANGE IN INTEREST IN FOUNDATION 2,710,000. DECREASE IN NET ASSETS WITH DONOR RESTRICTION 2,526,293. OTHER CHANGES IN NET ASSETS -64,657. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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