2025-11-17T13:24:48-06:00 2024-12-31 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-01-01 223373890 HARBORSIDE APARTMENTS INC C/O ST JOSEPH'S HOSPITAL & MEDICAL CTR HARB 9737542803 703 MAIN STREET PATERSON NJ 07503 CHRISTOPHER CAULFIELD TREASURER 9737542000 2025-11-17 1 0 EVAN W SEEKAMP P01907071 2127589700 2025-11-14 2024 2025-03-06 01:10:19Z CHRISTOPHER CAULFIELD 703 MAIN STREET PATERSON NJ 07503 85694 0 X N/A X 1995 NJ TO PROVIDE PERMANENT HOUSING TO PSYCHIATRICALLY DISABLED ADULTS. 3 0 0 0 0 0 0 0 73725 84632 1193 1062 0 0 74918 85694 0 0 0 0 15000 37492 0 0 0 78172 82114 93172 119606 -18254 -33912 515606 479296 59894 57496 455712 421800 TO PROVIDE PERMANENT HOUSING TO PSYCHIATRICALLY DISABLED ADULTS. 0 0 94444 84632 HARBORSIDE APARTMENTS, INC. CONSTRUCTED A 9-UNIT RESIDENTIAL APARTMENT FACILITY FOR THE PURPOSE OF PROVIDING HOUSING FOR LOW-INCOME INDIVIDUALS WITH DISABILITIES. UNDER SECTION 8 OF THE HOUSING ACT, HARBORSIDE APARTMENTS, INC. HAS BEEN APPROVED TO RECEIVE SUBSIDY PAYMENTS FROM HUD CONSISTING OF THE DIFFERENCES BETWEEN THE CONTRACT RENT AND THE RENTS PAID BY THE TENANTS. 94444 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X CHRISTOPHER CAULFIELD 9737542000 703 MAIN STREET PATERSON NJ 07503 CASWELL SAMMS PRESIDENT (AS OF 5/1/24) 1.00 54.00 X X 0 1006739 124742 JENNIFER MENDRYZYCKI PRESIDENT (THRU 5/1/24) 1.00 54.00 X X 0 286504 35603 CHRISTOPHER CAULFIELD TREASURER 1.00 54.00 X X 0 379700 11898 TINA MILES TRUSTEE 1.00 54.00 X 0 233432 11405 0 1906375 183648 0 0 1 0 0 RENTAL INCOME 531110 84632 84632 84632 1062 1062 85694 84632 0 1062 37492 37492 14512 14512 16284 16284 25941 25941 MAINTENANCE EXPENSES 14727 14727 ADMIN. RENT FEE UNIT 9432 9432 1218 1218 119606 94444 25162 0 37695 11324 569 7466 991690 578762 430968 412928 46374 47578 515606 479296 54894 15004 5000 42492 59894 57496 X 455712 421800 455712 421800 515606 479296 -33912 0 X 0 1 X 0 0 X 22848 22848 71179 69223 73671 73725 84632 372430 71179 69223 96519 73725 84632 395278 0 24225 24225 24225 24225 371053 30 23 154 1193 1062 2462 30 23 154 1193 1062 2462 71209 69246 96673 74918 85694 397740 0.93290 0.93290 0.00620 0.00380 X 37500 37500 933191 562935 370256 20999 15827 5172 412928 REPLACEMENT RESERVE 44677 RESIDUAL REC. RESERVE 2332 TENANT DEPOSITS HELD IN TRUST 569 47578 DUE TO RELATED PARTY 42492 42492 X 85694 0 85694 0 85694 0 0 0 0 0 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. 0 1 0 0 0 0 0 0 0 CASWELL SAMMS PRESIDENT (AS OF 5/1/24) 0 745015 0 205556 0 56168 0 118457 0 6285 0 1131481 0 0 CHRISTOPHER CAULFIELD TREASURER 0 309169 0 52903 0 17628 0 5936 0 5962 0 391598 0 0 JENNIFER MENDRYZYCKI PRESIDENT (THRU 5/1/24) 0 237951 0 0 0 48553 0 31878 0 3725 0 322107 0 0 TINA MILES TRUSTEE 0 195864 0 32760 0 4808 0 4024 0 7381 0 244837 0 0 PART I, LINE 3: HARBORSIDE APARTMENTS, INC DOES NOT COMPENSATE ITS TOP MANAGEMENT OFFICIAL. THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION, ST. JOSEPH'S HEALTH, INC. ST. JOSEPH'S HEALTH, INC. UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL AND BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED OF COMPENSATION ARRANGEMENT. THE BOARD OF TRUSTEES USES AN INDEPENDENT COMPENSATION CONSULTANT TO ALL OFFICERS OF THE ORGANIZATION IS REASONABLE. IN RELEVANT PART, THE INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED 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, ST. JOSEPH'S HEALTH, INC.'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 MINUTES. THOSE MINUTES WILL CONTAIN THE TERMS OF THE PROPOSED COMPENSATION, THE DECISIONS OF THOSE INDIVIDUALS WHO VOTED ON THE COMPENSATION, AND THE COMPARABILITY DATA THAT WAS RELIED UPON. THE FINAL DETERMINATION IS THEN DOCUMENTED IN COMMITTEE MINUTES. DECISIONS OF THOSE INDIVIDUALS WHO VOTED ON THE COMPENSATION, AND THE PARTICIPANTS WHO ARE EMPLOYED THROUGHOUT A PLAN YEAR SHALL BE ELIGIBLE THOSE MINUTES WILL CONTAIN THE TERMS OF THE PROPOSED COMPENSATION, THE COMPARABILITY DATA THAT WAS RELIED UPON. 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): CASWELL SAMMS - $112,695 JENNIFER MENDRZYCKI - $25,988 THE FOLLOWING PAYMENTS WERE MADE IN 2024 AND ARE REPORTED IN SCHEDULE J, PART II, COL (B)(III): CASWELL SAMMS - $52,817 JENNIFER MENDRZYCKI - $38,139 FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE GOVERNING BODY THE ORGANIZATION'S SPONSORING AGENCY, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY THE ORGANIZATION'S SPONSORING AGENCY, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, HAS THE AUTHORITY TO MAKE GOVERNANCE DECISIONS ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B DECISIONS OF THE AUTHORITATIVE COMMITTEES THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS FOR FORM 990 THE FORM 990 WAS PREPARED AND REVIEWED BY BOTH KPMG LLP AND THE CONTROLLER OF ST. JOSEPH'S HOSPITAL & MEDICAL CENTER. A COPY OF THE FORM 990 WAS PROVIDED TO EXECUTIVE DIRECTOR OF FINANCIAL OPERATIONS IN NOVEMBER 2025. A COPY OF THE COMPLETE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST POLICY ST. JOSEPH'S HEALTH, INC., AN AFFILIATE OF HARBORSIDE APARTMENTS, 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 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 COMPILED AND SUMMARIZED ELECTRONICALLY INTO A SUMMARY OF AFFIRMATIVE RESPONSES (SUMMARY), WHICH IS REVIEWED BY THE GENERAL COUNSEL AND THE CHIEF COMPLIANCE OFFICER. A PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. ANY POTENTIAL CONFLICT DISCLOSED IN THE SUMMARY IS ADDRESSED AND RESOLVED. THE CHIEF COMPLIANCE OFFICER REPORTS THE RESULTS OF THE REVIEWS AND THE RESOLUTION OF ANY POTENTIAL CONFLICT DISCLOSED TO THE PRESIDENT & CEO AND THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE. RESULTS ARE REPORTED AT THE ANNUAL MEETING OF THE AUDIT & COMPLIANCE COMMITTEE. THIS INFORMATION IS SUBSEQUENTLY REPORTED TO THE SYSTEM BOARD OF TRUSTEES. IN 2024, NO CONFLICTS OF INTEREST WERE IDENTIFIED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 & 14: HARBORSIDE APARTMENTS, INC. OPERATES UNDER THE WRITTEN WHISTLEBLOWER AND DOCUMENT RENTENTION POLICIES OF ST. JOSEPH'S HEALTH, INC. (SJH, OR THE SYSTEM). ST JOSEPH'S HEALTH INC 703 MAIN STREET PATERSON NJ 07503 223484247 HEALTHCARE NJ 501(C)(3) LINE 12B, II N/A 0 HARBORVIEW APARTMENTS INC 703 MAIN STREET PATERSON NJ 07503 223797055 HOUSING NJ 501(C)(3) LINE 10 N/A 1 VHSNJ AT HOME LLC CO TAX 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 814612753 HEALTHCARE NJ SJUMC 0 0 SJHS INSURANCE LIMITED 44 CHURCH BERMUDA BD BD HM12 CAPTIVE INSURANCE BD SJH INC C 1 ST JOSEPH'S HOSPITAL HOUSING CORP 703 MAIN STREET PATERSON NJ 07503 222145893 HOUSING NJ SJUMC C 1 ST JOSEPH'S HEALTH PARTNERS LLC PO BOX 22155 NEW YORK NY 100872155 832385749 VALUE BASED MANAGED CARE NJ SJUMC C 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE R, PART II VHS MANAGEMENT, INC. WAS PREVIOUSLY REPORTED ON SCHEDULE R, PART II, AS A RELATED TAX-EXEMPT SUPPORTING ORGANIZATION. VHS MANAGEMENT INC. WAS NOT A TAX-EXEMPT SUPPORTING ORGANIZATION OF HARBORSIDE APARTMENTS, INC. DURING THE YEAR AND IS THEREFORE NOT REPORTED AS A RELATED ORGANIZATION. THERE WERE NO TRANSACTIONS WITH VHS MANAGEMENT, INC. DURING 2024. SCHEDULE R, PART II AN ORGANIZATION THAT ISN'T INCLUDED IN A GROUP EXEMPTION ISN'T REQUIRED TO LIST IN PART II A RELATED ORGANIZATION THAT IS INCLUDED IN A GROUP EXEMPTION. SIMILARLY, AN ORGANIZATION THAT IS INCLUDED IN A GROUP EXEMPTION ISN'T REQUIRED TO LIST IN PART II A RELATED ORGANIZATION THAT IS INCLUDED IN ANOTHER GROUP EXEMPTION. IN EITHER CASE, THE ORGANIZATION MUST EXPLAIN IN PART VII THE RELATIONSHIP BETWEEN IT AND THE RELATED ORGANIZATION INCLUDED IN ANOTHER GROUP EXEMPTION (BUT YOU NEEDN'T INCLUDE THE NAMES OF SUCH RELATED ORGANIZATIONS). THE ORGANIZATION'S SPONSORING AGENCY, ST. JOSEPH'S UNIVERSITY MEDICAL CENTER, IS INCLUDED IN GROUP RULING 5557. THE CENTRAL ORGANIZATION OF THE GROUP IS ST. JOSEPH'S HEALTH INC.