2026-01-14T13:05:06-06:00 2025-02-28 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-03-01 131562656 UNITED HOSPITAL FUND OF NEW YORK UNIT 2124940700 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 QUINCY MCLAIN VP & CFO 2124940700 2026-01-14 1 1 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z OXIRIS BARBOT MD 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 31755786 0 X WWW.UHFNYC.ORG X 1879 NY WORKING TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. (SEE SCH. O) 24 23 43 23 191127 18999 2053626 2152185 612566 891398 2391392 4618418 -77507 -159885 4980077 7502116 515000 240000 0 0 7597434 6530799 0 0 783961 3592134 3876442 11704568 10647241 -6724491 -3145125 113617015 115712591 5208547 4165349 108408468 111547242 X SEE SCHEDULE O 0 0 1246443 0 891398 SEE SCHEDULE O 1069006 0 0 SEE SCHEDULE O 682225 0 0 SEE SCHEDULE O 3473765 240000 0 UHF AWARDED $240,000 IN GRANTS IN FY25 TO SUPPORT ONGOING PROGRAMS TO ADDRESS POLYPHARMACY IN NURSING HOMES, TO SUPPORT CLINICAL QUALITY IMPROVEMENT TRAINING, AND TO SUPPORT RESEARCH ON INDIVIDUAL EXPERIENCE AND OUTCOMES FOR MAINTAINING COVERAGE DURING THE UNWIND OF THE CONTINUOUS COVERAGE REQUIREMENT PROCESS. UHF HOSTED THE 2024 MEDICAID CONFERENCE, WHICH BROUGHT TOGETHER OVER 850 POLICYMAKERS, PROVIDERS, INSURERS, COMMUNITY ORGANIZATIONS, AND POLICY EXPERTS STATEWIDE TO SHARE AND DISCUSS IMPORTANT ISSUES IN NEW YORK'S MEDICAID PROGRAM. THE CONFERENCE, SHAPING THE FUTURE OF CARE INTEGRATION" FEATURED A KEYNOTE BY AMIR BASSIRI, THE STATE'S MEDICAID DIRECTOR. OTHER SESSIONS INCLUDED PANELS ON COORDINATING PERINATAL CARE, INTEGRATION TO PROVIDE WHOLE-PERSON CARE, AND THE FUTURE OF INTEGRATING SOCIAL NEEDS INTO MEDICAID.OTHER PROGRAM EXPENSES INCLUDED GENERAL OPERATING EXPENSES NOT ALLOCATED ACROSS PROGRAMS AND TWO NEW PROJECTS. THE HEALTH EQUITY FELLOWSHIP LAUNCHED IN FY25 WITH THE SELECTION OF 8 FELLOWS WHO EMBARKED ON THE START OF AN 18-MONTH EXPERIENTIAL LEARNING OPPORTUNITY BLENDING COLLABORATIVE LEADERSHIP DEVELOPMENT, POLICY, AND SYSTEMS CHANGE THINKING. FELLOWS PARTNER WITH A COMMUNITY-BASED ORGANIZATION (CBO) AND COLLABORATE ON A PROJECT TO ADDRESS A SPECIFIC HEALTH EQUITY NEED WITHIN THEIR SERVED COMMUNITY. THE NEW YORK STATE 1115 WAIVER PROJECT BUILDS ON UHF'S HISTORIC MEDICAID INSTITUTE WORK WITH A NEW FOCUS ON INTEGRATING PHYSICAL, BEHAVIORAL, AND SOCIAL CARE TO IMPROVE POPULATION HEALTH. OTHER PROGRAM EXPENSE DESCRIPTION EXPENSES REVENUEPUBLICATIONS AND INFO. SERVICES $1,380,286 $0HEALTH EQUITY FELLOWSHIP $1,093,254 $0PROGRAM GENERAL $475,474 $0GRANTS AND CONFERENCES $277,554 $0NYS WAIVER-HEALTH EQUITY REFORM $240,205 $0LIBRARY $6,992 $0 3473765 240000 0 6471439 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 29 0 1 43 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD ME MI MN MS ND NH NJ NM NY OR PA RI SC TN UT VA WI X X QUINCY MCLAIN 2124940700 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 OXIRIS BARBOT MD PRESIDENT 40.00 0.00 X X 541404 0 33600 JOHN C SIMONS CHAIRMAN 2.00 0.00 X X 0 0 0 J BARCLAY COLLINS II CHAIRMAN EMERITUS 2.00 0.00 X X 0 0 0 JO IVEY BOUFFORD MD VICE CHAIRMAN 2.00 0.00 X X 0 0 0 AMAL ALIBAIR DIRECTOR 2.00 0.00 X 0 0 0 ANNA FAGIN DIRECTOR (AS OF 06/2024) 2.00 0.00 X 0 0 0 ANTHONY SHORRIS DIRECTOR 2.00 0.00 X 0 0 0 CARLOS PARDO MARTIN MD DIRECTOR (AS OF 06/2024) 2.00 0.00 X 0 0 0 CARY A KRAVET DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER DURAND DIRECTOR 2.00 0.00 X 0 0 0 DALE C CHRISTENSEN JR DIRECTOR 2.00 0.00 X 0 0 0 DAVID ERICKSON PHD DIRECTOR 2.00 0.00 X 0 0 0 EILEEN M SULLIVAN-MARX PHDRN DIRECTOR 2.00 0.00 X 0 0 0 HOWARD P MILSTEIN DIRECTOR 2.00 0.00 X 0 0 0 JOSH N KURILOFF DIRECTOR 2.00 0.00 X 0 0 0 KISHOR MALAVADE MD DIRECTOR 2.00 0.00 X 0 0 0 MARGARET CROTTY DIRECTOR 2.00 0.00 X 0 0 0 MARY BETH C TULLY DIRECTOR 2.00 0.00 X 0 0 0 MELANIE GRACE WEST DIRECTOR 2.00 0.00 X 0 0 0 NEERA CHAUDHARY DIRECTOR 2.00 0.00 X 0 0 0 ROBERT C OSBORNE JR DIRECTOR 2.00 0.00 X 0 0 0 SAMUEL J DANIEL MDFACPFACG DIRECTOR 2.00 0.00 X 0 0 0 SUSANA R MORALES MD DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM WEEKS DIRECTOR (AS OF 06/2024) 2.00 0.00 X 0 0 0 SALLY ROGERS SENIOR VICE PRESIDENT 40.00 0.00 X 320267 0 43022 CHAD SHEARER SENIOR VICE PRESIDENT 40.00 0.00 X 296846 0 39345 QUINCY MCLAIN VICE PRESIDENT & CFO 40.00 0.00 X 243760 0 61922 AMANDA WILLIAMS CORPORATE SECRETARY 40.00 0.00 X 119971 0 36463 DENISE ARZOLA DIRECTOR, CLINICAL-COMMUNITY 35.00 0.00 X 185850 0 27718 PETER NEWELL DIRECTOR, HEALTH INSURANCE 35.00 0.00 X 203298 0 20025 ADAM FIFIELD DIRECTOR, COMMUNICATIONS 35.00 0.00 X 186958 0 54443 CAMILA PAZOS DIRECTOR, HEALTH EQUITY FELLOWSHIP 35.00 0.00 X 179139 0 29327 JOAN GUZIK DIRECTOR, QUALITY 35.00 0.00 X 186819 0 51384 ANTHONY SHIH FORMER OFFICER 0.00 0.00 X 140250 0 0 2604562 0 397249 19 1 1 0 WEILL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 CONSULTING 168365 SALESFORCE INC 415 MISSION STREET 3RD FLR SAN FRANCISCO NY 94105 SOFTWARE SERVICES 139649 PASSION FRUIT PARTNERS INC 148 DELORAINE AVENUE TORONTO ONTARIO CA M5M 2A9 SOFTWARE CONSULTANT 101935 3 1258965 893220 2152185 EXCHANGE REVENUE 900099 891398 891398 891398 442034 191127 250907 28026837 23850453 4176384 4176384 4176384 139700 1258965 403217 -263517 -263517 MEDICAID CONFERENCE 900099 89600 89600 MISCELLANEOUS INCOME 900099 14032 14032 103632 7502116 891398 191127 4267406 240000 240000 1648671 981192 530325 137154 178500 178500 3460144 2079644 1089120 291380 298825 144644 128587 25594 612373 289639 290418 32316 332286 193216 113033 26037 8402 8402 95000 95000 95500 95500 70191 70191 660696 439403 221293 151692 77733 56788 17171 199372 120709 41323 37340 1177596 683193 387686 106717 3575 2346 1229 242539 207060 11240 24239 241664 139150 80547 21967 118657 61262 47724 9671 OTHER PROGRAM EXP. 369332 369332 0 0 REPAIRS & MAINTENANCE 172231 15792 153782 2657 PRINTING & PUBLICATIONS 148326 101775 0 46551 DUES & SUBSCRIPTIONS 114091 51349 57575 5167 7578 7578 10647241 6471439 3391841 783961 1125641 597127 349180 623602 337553 176254 140663 144714 290938 542989 3923796 3431830 614800 491966 1076037 7090003 102225686 99257206 7456517 6788730 113617015 115712591 910041 1560612 570000 245000 3728506 2359737 5208547 4165349 X 83409845 85583384 24998623 25963858 108408468 111547242 113617015 115712591 X -3145125 5943324 340575 X 0 1 X 1 0 X 4385283 4659352 3468489 2053626 2152185 16718935 4385283 4659352 3468489 2053626 2152185 16718935 3922025 12796910 313117 223378 327748 222058 250907 1337208 239399 191127 430526 309024 135926 205645 243332 893927 19380596 3540699 0.66030 0.67540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SPECIAL EVENTS - 2022 AMOUNT: $ 120,200. 2023 AMOUNT: $ 145,900. 2024 AMOUNT: $ 139,700. MISC INCOME - 2021 AMOUNT: $ 852. 2022 AMOUNT: $ 15,726. 2023 AMOUNT: $ 1,045. 2024 AMOUNT: $ 14,032. LICENSE FEES - 2021 AMOUNT: $ 308,172. MEDICAID CONFERENCE - 2023 AMOUNT: $ 56,500. 2024 AMOUNT: $ 89,600. ANNUAL HEALTH CARE SYMPOSIUM - 2023 AMOUNT: $ 2,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 95500 0 0 95500 0 PART II-B, LINE 1: AMOUNTS INCURRED FOR LOBBYING WERE FOR DIRECT CONTACT WITH LEGISLATORS AND OTHER STATE OFFICIALS, TO DETERMINE THOSE BUDGETARY APPROPRIATIONS THAT WOULD SUPPORT THE ORGANIZATION'S PROGRAMS. 103033270 10279008 7058195 106254083 96644633 13336671 6948034 103033270 107692504 -5330752 5717119 96644633 110484207 2304196 5095899 107692504 92374648 23751607 5642048 110484207 0.80645 0.02286 0.17069 0 0 2991301 2665507 325794 932495 766323 166172 491966 HEDGE FUNDS - NON DIRECTIONAL 98165380 F HEDGE FUNDS - DIRECTIONAL 1063811 F PRIVATE REAL ASSETS 28015 F 99257206 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5155091 OPERATING RIGHT-OF-USE ASSET 1633639 6788730 OPERATING LEASE LIABILITY 2139210 ACCRUED POSTRETIREMENT BENEFIT 220527 2359737 X 13715824 5943324 340575 6283899 7431925 70191 70191 7502116 10577050 0 10577050 70191 70191 10647241 PART V, LINE 4: UHF'S ENDOWMENT INVESTMENT POLICY STATES UHF IS TO INVEST PRIMARILY IN A MIX OF EQUITIES, ALTERNATIVE INVESTMENTS, PRIVATE INVESTMENTS, AND FIXED-INCOME SECURITIES BASED ON A PRESCRIBED ASSET ALLOCATION STRATEGY DESIGNED TO ACHIEVE UHF'S INVESTMENT OBJECTIVES. THESE OBJECTIVES ARE TO PRESERVE THE LONG-TERM REAL PURCHASING POWER OF UHF'S INVESTED ASSETS, PRUDENTLY INVEST ASSETS IN HIGH-QUALITY, DIVERSIFIED VEHICLES, AND ACHIEVE THE OPTIMAL RETURN POSSIBLE WITHIN SPECIFIED RISK PARAMETERS. UHF RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND FROM INCOME (INTEREST AND DIVIDENDS). THE OBJECTIVE OF UHF'S ANNUAL SPENDING RATE FROM ENDOWMENT IS TO INVEST BASED ON AN ASSET ALLOCATION TO SATISFY ITS OVERALL ENDOWMENT FINANCIAL AND INVESTMENT OBJECTIVES, SUCH AS TO PRESERVE THE PRINCIPAL, PROTECT AGAINST INFLATION, RECEIVE STABLE RETURNS, AND PRESERVE THE LONG-TERM REAL PURCHASING POWER OF THE ENDOWMENT, WHILE PROVIDING A RELATIVELY PREDICTABLE AND STABLE STREAM OF ANNUAL DISTRIBUTIONS IN SUPPORT OF UHF'S SPENDING REQUIREMENTS. PART X, LINE 2: UHF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO UHF'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. UHF DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY AT FEBRUARY 28, 2025 OR FEBRUARY 29, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT RELATED CHANGES -17,165. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 357,740. PART XI, LINE 2A: OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED IN 990 - INVESTMENT RETURN DESIGNATED FOR CURRENT OPERATIONS - UHF MAINTAINS AN INVESTMENT POOL FOR CERTAIN INVESTMENTS. ITS BOARD OF DIRECTORS HAS AUTHORIZED A POLICY TO PROVIDE A PREDICTABLE FLOW OF FUNDS TO SUPPORT OPERATIONS. THE POLICY PERMITS ALLOCATION BASED ON TRAILING MOVING AVERAGE OF THE POOL CALCULATED AS OF THE CALENDAR YEAR-END, AS OPERATING INCOME IN THE FOLLOWING FISCAL YEAR, EVEN IN THE EVENT THE ACTUAL RETURN ACHIEVED IS INADEQUATE TO MEET THE ALLOCATION. THE ALLOCATION AUTHORIZED WAS 5.5%. GALA 893965 806965 87000 186750 3875 59797 TRIBUTE 504700 452000 52700 108938 43857 1398665 1258965 139700 295688 3875 103654 403217 -263517 1 GREATER NEW YORK HOSPITAL FOUNDATION 555 WEST 57TH STREET NEW YORK NY 10019 132954140 501(C)(3) 125000 0 QUALITY AND EFFICIENCY JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH STREET NEW YORK NY 10025 131624033 501(C)(3) 20000 0 QUALITY AND EFFICIENCY THE HEBREW HOME FOR THE AGED AT RIVERDALE 5901 PALISADE AVENUE RIVERDALE NY 10471 131739971 501(C)(3) 20000 0 QUALITY AND EFFICIENCY JAMAICA HOSPITAL NURSING HOME 89-40 135TH STREET JAMAICA NEW YORK NY 11418 237216197 501(C)(3) 20000 0 QUALITY AND EFFICIENCY MARY MANNING WALSH NURSING HOME 1339 YORK AVENUE NEW YORK NY 10021 136220617 501(C)(3) 20000 0 QUALITY AND EFFICIENCY NEW YORK CITY HEALTH & HOSPITALS CORPORATION 227 MADISON STREET NEW YORK NY 10002 132655001 501(C)(3) 20000 0 QUALITY AND EFFICIENCY WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE NEW YORK NY 10065 131623978 501(C)(3) 15000 0 COVERAGE & ACCESS; QUALITY & EFFICIENCY 7 0 PART I, LINE 2: GRANTS PROCEDURE UNITED HOSPITAL FUND ("UHF") PERIODICALLY INVITES TAX-EXEMPT 501(C)(3) ORGANIZATIONS TO SUBMIT LETTERS OF INTENT OR PROPOSALS FOR GRANT FUNDS FOR INITIATIVES OR PROJECTS THAT RELATE TO UHF'S PRIORITIES. SOME OF THE LETTERS OF INTENT WILL RESULT IN A REQUEST FOR PROPOSALS TO PROVIDE A MORE IN-DEPTH DESCRIPTION OF THE PROPOSED SCOPE OR WORK AND THE PLANS FOR EVALUATING THE PROJECT'S ACHIEVEMENT. IN ADDITION, THE PROPOSAL PROVIDES A DETAILED BUDGET SUPPORTING THE REQUESTED AMOUNT AND A BUDGET NARRATIVE. UHF STAFF REVIEW PROPOSALS AND MAKE RECOMMENDATIONS TO THE PROGRAM COMMITTEE OF THE BOARD ON THOSE PROPOSALS THAT ARE CONSISTENT WITH UHF PRIORITIES AND THAT OFFER THE GREATEST IMPACT AND POTENTIAL TO ACHIEVE SUCCESS. THE BOARD HAS DELEGATED FINAL DECISION MAKING ON GRANTS TO THE PROGRAM COMMITTEE WITHIN THE BOUNDS OF AN ANNUALLY DETERMINED GRANT BUDGET. GRANTEES ARE NOTIFIED OF THEIR GRANT AWARDS, THE REPORTING REQUIREMENTS, AND ARE PROVIDED AN UPFRONT PARTIAL PAYMENT. UHF MONITORS THE GRANTEES THROUGHOUT THE GRANT PERIOD FOR PROGRESS VIA MEETINGS, TELEPHONE CALLS, AND SUBMISSION OF NARRATIVE AND FINANCIAL REPORTS. STAFF REVIEW AND APPROVE (OR NOT) FINANCIAL REPORTS SUBMITTED. AT CERTAIN PROGRESS MARKERS, UHF WILL MAKE ADDITIONAL PARTIAL PAYMENTS. ONCE THE GRANT PERIOD AND SCOPE OF WORK IS COMPLETED AS DOCUMENTED BY ACCEPTABLE FINAL NARRATIVE AND FINANCIAL REPORTS, FINAL PAYMENT IS MADE TO THE GRANTEE. SHOULD THE GRANTEE AT ANY POINT FAIL TO MEET THE TERMS OF THE GRANT, UHF HAS THE RIGHT TO TERMINATE THE GRANT AND NO FURTHER PAYMENTS WILL BE MADE. UHF RESERVES THE RIGHT TO INSTRUCT GRANTEES TO CEASE WORK ON A TERMINATED PROJECT AND RETURN UNUSED GRANT FUNDS ALREADY FORWARDED TO THE GRANTEE. X X X X 0 0 0 0 0 0 0 0 0 OXIRIS BARBOT MD PRESIDENT 541404 0 0 0 0 0 16850 0 16750 0 575004 0 0 0 SALLY ROGERS SENIOR VICE PRESIDENT 316216 0 0 0 4051 0 23000 0 20022 0 363289 0 0 0 CHAD SHEARER SENIOR VICE PRESIDENT 296846 0 0 0 0 0 22895 0 16450 0 336191 0 0 0 QUINCY MCLAIN VICE PRESIDENT & CFO 243760 0 0 0 0 0 14050 0 47872 0 305682 0 0 0 ADAM FIFIELD DIRECTOR, COMMUNICATIONS 186958 0 0 0 0 0 11521 0 42922 0 241401 0 0 0 JOAN GUZIK DIRECTOR, QUALITY 186819 0 0 0 0 0 13663 0 37721 0 238203 0 0 0 PETER NEWELL DIRECTOR, HEALTH INSURANCE 203298 0 0 0 0 0 16160 0 3865 0 223323 0 0 0 DENISE ARZOLA DIRECTOR, CLINICAL-COMMUNITY 185850 0 0 0 0 0 8882 0 18836 0 213568 0 0 0 CAMILA PAZOS DIRECTOR, HEALTH EQUITY FELLOWSHIP 179139 0 0 0 0 0 7403 0 21924 0 208466 0 0 0 AMANDA WILLIAMS CORPORATE SECRETARY 119971 0 0 0 0 0 9962 0 26501 0 156434 0 0 0 ANTHONY SHIH FORMER OFFICER 140250 0 0 0 0 0 0 0 0 0 140250 0 0 0 PART I, LINE 7 IN ANY GIVEN YEAR SOME UNITED HOSPITAL FUND STAFF MAY BE AWARDED BONUSES FOR EXTRAORDINARY WORK PERFORMANCE AND ACCOMPLISHMENTS. TO THE EXTENT THE BONUSES RELATES TO A STAFF PERSON WHOSE COMPENSATION AWARDS ARE SUBJECT TO APPROVAL BY THE SUB COMMITTEE ON EXECUTIVE COMPENSATION (SUB COMMITTEE), THE BONUS RECOMMENDATIONS ARE INCLUDED WITH ALL RELEVANT STAFF COMPENSATION ADJUSTMENT RECOMMENDATIONS PROVIDED TO THE SUB COMMITTEE FOR ITS REVIEW AND APPROVAL OR DENIAL AS DESCRIBED IN DETAIL ON SCHEDULE O, SUB COMMITTEE ON EXECUTIVE COMPENSATION SECTION. SALLY ROGERS OFFICER SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT X 144714 144714 0 1 1 144714 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: SALLY ROGERS(B) RELATIONSHIP WITH ORGANIZATION: OFFICER(C) PURPOSE OF LOAN: PAYMENTS MADE PURSUANT TO A SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT THAT ARE TREATED AS LOANS UNDER REG. 1.7872-15. (D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $ 144,714. (F) BALANCE DUE $ 144,714.(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = YES(I) WRITTEN AGREEMENT? = YESTHE PAYMENT MADE TO MS. ROGERS DURING CALENDAR YEAR 2024 WAS INCLUDED AND REPORTED AS THE TAXABLE COMPENSATION ON FORM 990, PART VII-A AND SCHEDULE J, PART II. FORM 990, PART III, LINE 1 UNITED HOSPITAL FUND WORKS TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. AN INDEPENDENT, NONPROFIT ORGANIZATION, WE ARE A FORCE FOR IMPROVEMENT, ANALYZING PUBLIC POLICY TO INFORM DECISION-MAKERS, FINDING COMMON GROUND AMONG DIVERSE STAKEHOLDERS, AND DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT IMPROVE HEALTH AND HEALTH CARE. WE WORK TO DISMANTLE BARRIERS IN HEALTH POLICY AND HEALTH CARE DELIVERY THAT PREVENT EQUITABLE OPPORTUNITIES FOR HEALTH. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: UHF'S MEDICAID INSTITUTE AND HEALTH INSURANCE PROJECT MAKE UP ITS COVERAGE AND ACCESS FOCUS AREA WHICH WORKS TO ENSURE COMPREHENSIVE, AFFORDABLE HEALTH INSURANCE FOR ITS RESIDENTS INCLUDING PROVIDING PUBLIC COVERAGE TO ITS MOST VULNERABLE. AS THE COVID-19 PUBLIC HEALTH EMERGENCY ENDED, UHF'S COVERAGE AND ACCESS TEAMS FOCUSED ON HELPING ENSURE NEW YORKERS REMAINED COVERED DURING THE UNWIND OF THE COVID-ERA CONTINUOUS COVERAGE REQUIREMENTS. UHF HOSTED THE FINAL TWO MEETINGS OF A TWO-YEAR SERIES DRAWING MORE THAN A THOUSAND TOTAL PARTICIPANTS WHO SHARED STRATEGIES FOR ENSURING CONTINUOUS COVERAGE AND IDENTIFIED PROCESS IMPROVEMENTS BASED ON MEMBER EXPERIENCE WITH THE COVERAGE RENEWAL PROCESS. THE MEDICAID INSTITUTE ALSO WORKED CLOSELY WITH A TEAM FROM WEILL CORNELL MEDICAL COLLEGE TO CONDUCT A RETROSPECTIVE STUDY OF MEDICAID MEMBERS' EXPERIENCE WITH THE COVERAGE RENEWAL PROCESS. THE MEDICAID INSTITUTE IN COLLABORATION WITH THE QUALITY INSTITUTE WORKED CLOSELY WITH THE NEW YORK STATE DEPARTMENT OF HEALTH TO CONVENE PRIMARY CARE STAKEHOLDERS TO INFORM AN UPDATE TO THE STATE'S PRIMARY CARE CORE MEASURE SET. THE UHF TEAM FACILITATED THREE STAKEHOLDER MEETINGS, AND SURVEY AND RANKING PROCESSES IN SUPPORT OF RECOMMENDATIONS TO NEW YORK STATE SUGGESTING THE INCLUSION OF 12 MEASURES IN THE PRIMARY CARE CORE SET FOR 2025. THE HEALTH INSURANCE PROJECT PUBLISHED A FIRST OF ITS KIND HEALTH INSURANCE COVERAGE GUIDE FOR THEATER WORKERS. THE 'THREE-ACT' REPORT, "RISKY BUSINESS: A GUIDE FOR DRAMATISTS (AND OTHER THEATRE WORKERS) ON FINDING AFFORDABLE HEALTH COVERAGE AND CARE," WAS A COMPREHENSIVE ONLINE GUIDEBOOK TO HELP DRAMATISTS NAVIGATE THE OFTEN-BEWILDERING WORLD OF HEALTH INSURANCE, FIND AFFORDABLE COVERAGE AND CARE, AND BECOME THEIR OWN BEST ADVOCATES. ACT I FEATURED AN FAQ-STYLE SCRIPT FOR FINDING COVERAGE IN NEW YORK STATE; ACT II DETAILED EXTRA HELP AVAILABLE TO FIND CARE FOR THOSE WHO DON'T HAVE INSURANCE, OR TO GET THE MOST OUT OF EXISTING COVERAGE; AND ACT III LISTED RESOURCES FOR COVERAGE FOR THOSE LIVING IN STATES BESIDES NEW YORK. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: UHF'S QUALITY INSTITUTE WORKS TO ADVANCE MORE EQUITABLE CARE AND BETTER OUTCOMES FOR ALL NEW YORKERS BY ALIGNING THE WORK OF THE MANY AGENCIES, PAYERS, PROVIDERS, AND OTHER GROUPS ENGAGED IN IMPROVING HEALTH CARE QUALITY AND PATIENT SAFETY. IN PARTNERSHIP WITH KEY STAKEHOLDERS, UHF DEVELOPS NEW STRATEGIES TO RAISE THE BAR FOR THE QUALITY AND EFFECTIVENESS OF NEW YORK'S HEALTH SYSTEM WHILE PROMOTING GREATER FOCUS ON HEALTH INEQUITIES. UHF TRAINS AND ENGAGES QUALITY IMPROVEMENT AND EQUITY LEADERS; ELEVATES THE HEALTH SYSTEM'S RESPONSE TO THE NEEDS AND PRIORITIES OF PATIENTS, FAMILIES, AND CONSUMERS; DEVELOPS AND PROMOTES INNOVATIVE STRATEGIES TO STRENGTHEN AND SPREAD BEST PRACTICES; ANALYZES THE IMPACT OF UNEVEN HEALTH QUALITY; PRIORITIZES THE NEEDS OF POPULATIONS EXPERIENCING INEQUITIES; AND BRIDGES GAPS IN QUALITY ASSESSMENT, QUALITY IMPROVEMENT, AND CARE COORDINATION. THE QUALITY INSTITUTE BUILDS ON UHF'S DECADE-LONG EXPERIENCE IN IMPLEMENTING HEALTH CARE QUALITY INITIATIVES AND GRANT-MAKING ACTIVITIES AS WELL AS ITS ROLE AS A NEUTRAL AND TRUSTED CONVENER OF DIVERSE STAKEHOLDERS IN THE HEALTH CARE COMMUNITY. UHF, PARTNERING WITH GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA), GRADUATED THE 14TH CLASS OF ITS CLINICAL QUALITY FELLOWSHIP PROGRAM, AND REACHED THE FINAL THIRD IN TRAINING A NEW FELLOWSHIP CLASS OF 30 PHYSICIANS, NURSES, AND PHYSICIAN ASSISTANTS, MATCHING THE LARGEST EVER CLASS SIZE. THE PROGRAM SUPPORTS THE TRAINING AND PROFESSIONAL DEVELOPMENT OF EARLY AND MID-CAREER CLINICIANS FROM HOSPITALS ACROSS THE REGION TO HELP THEM TO LEAD AND CHAMPION QUALITY IMPROVEMENT INITIATIVES IN THEIR OWN INSTITUTIONS. UHF REPORTED FINAL RESULTS FROM A TWO-YEAR COLLABORATIVE WITH SEVEN SKILLED NURSING FACILITIES TO ADDRESS POLYPHARMACY (MEDICATION OVERLOAD) AND MEDICATION MANAGEMENT ISSUES, IDENTIFIED AS ONE OF THE BIGGEST ISSUES FACING NURSING HOME RESIDENTS AND SKILLED NURSING FACILITIES. THE COLLABORATIVE REDUCED THE AVERAGE NUMBER OF MEDICATIONS PER RESIDENT BY 8 PERCENT, AND DECREASED THE PERCENTAGE OF RESIDENTS ON 10 OR MORE MEDICATIONS. BUILDING ON THAT COLLABORATIVE UHF LAUNCHED ANOTHER INITIATIVE WITH A FOCUS ON NURSING FACILITY RESIDENTS WITH SEVERE FRAILTY AND WHO ARE NEARING THE END OF LIFE. PARTICIPATING FACILITIES ARE IMPLEMENTING THE STOPPFRAIL CRITERIA WHICH SUPPORTS PROVIDERS TO IDENTIFY FRAIL PATIENTS AND THEN DEPRESCRIBE DRUGS WHICH ARE PARTICULARLY DANGEROUS TO THIS POPULATION. UHF REPORTED RESULTS FROM AN 18-MONTH TASK FORCE CONSISTING OF 24 LEADERS FROM NEW YORK HEALTH CARE ORGANIZATIONS WHO SUPPORTED THE DEVELOPMENT OF "PRACTICAL APPROACHES TO CENTERING EQUITY IN HEALTH CARE QUALITY: SHARED LESSONS FROM NEW YORK CITY'S HOSPITAL SYSTEMS." THE INITIATIVE ALSO RESULTED IN THE PUBLICATION OF SEVEN SPOTLIGHT EXAMPLES OF HOW THE TASK FORCE MEMBERS WERE ALREADY BRIDGING QUALITY IMPROVEMENT AND EQUITY IN THEIR HEALTH SYSTEMS WERE SHARED OVER THE COURSE OF THE PROJECT. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: UHF'S CHILDREN'S HEALTH WORK IS THE PRIMARY FOCUS IN ITS CLINICAL-COMMUNITY PARTNERSHIPS PRIORITY AREA WHICH WORKS TO REDUCE INEQUITIES BY BUILDING AND ADVANCING MORE EFFECTIVE, SUSTAINABLE METHODS OF COLLABORATION BETWEEN HEALTH CARE ENTITIES AND COMMUNITIES TO ADDRESS THE SOCIAL FACTORS DRIVING HEALTH INEQUITIES. UHF COMPLETED ITS PEDIATRIC STEPS TO LITERACY INITIATIVE PROVIDING TECHNICAL AND FINANCIAL SUPPORT TO SELECTED PEDIATRIC PRACTICES IN NEW YORK CITY THAT SERVE LOW-INCOME YOUNG CHILDREN/FAMILIES TO IMPLEMENT OR EXPAND EARLY CHILDHOOD LITERACY PROGRAMS IN THE PHYSICIAN OFFICE SETTING, FOCUSING ON A 2-GENERATIONAL APPROACH TO LITERACY AND THE IMPORTANCE OF A LITERACY-RICH PEDIATRIC OFFICE ENVIRONMENT. THE MILSTEIN TOOLKIT TO PROMOTE EARLY CHILDHOOD LITERACY IN PRIMARY CARE SHARED LESSONS FROM THE MULTI-YEAR INITIATIVE AND PROVIDED PEDIATRICIANS AND THEIR COMMUNITY PARTNERS WITH ACTIONABLE STEPS TO NURTURE CRITICAL FOUNDATIONAL READING SKILLS. A COMMENTARY, TWO EXEMPLARY IMPACT STORIES FROM THE FIELD, AND A VIDEO WERE DISSEMINATED IN SUPPORT OF THE INITIATIVE, ITS PARTICIPANTS AND THE TOOLKIT. BUILDING ON PREVIOUSLY PUBLISHED SEMINAL WRITINGS ON THE MOST CHALLENGING TOPICS IN HEALTH AND HEALTH CARE, UHF RELEASED ITS LATEST REPORT "THE RIPPLE EFFECTS OF THE ADOLESCENT BEHAVIORAL HEALTH CRISIS: RECENT TRENDS AND IMPACTS ON AMERICAN ADOLESCENTS, FAMILIES, AND SOCIETY." USING DATA FROM MULTIPLE NATIONALLY ADMINISTERED SURVEYS, AS WELL AS ANALYTIC MODELING AND EXPERTISE FROM BOSTON CONSULTING GROUP (BCG), THE REPORT PROVIDED A BASELINE ANALYSIS OF THE NUMBER OF ADOLESCENTS IN THE UNITED STATES, NEW YORK STATE, AND NEW YORK CITY WHO HAVE A BEHAVIORAL HEALTH CONDITION AND WHICH GROUPS ARE DISPROPORTIONATELY AFFECTED. IT ALSO CALCULATED THE BURDEN OF UNMET NEED AND THE RESULTING IMPACTS ON THE INDIVIDUAL, FAMILY, AND SOCIETY. THE REPORT DOVETAILED WITH THE COMPLETION OF A TARGETED STRATEGIC PLANNING EFFORT THAT PROVIDED UHF WITH A ROADMAP FOR FOCUSING FUTURE WORK ON CHILD AND FAMILY EARLY BEHAVIORAL HEALTH PREVENTION TO PREVENT FUTURE GENERATIONS OF ADOLESCENTS IN CRISIS. UHF CONTINUED DISSEMINATION OF ITS ADVANCING EQUITY IN PEDIATRICS PROGRAM WORK THROUGH PRESENTATIONS AT THE AMERICAN ACADEMY OF PEDIATRICS (AAP) AND AMERICAN PUBLIC HEALTH ASSOCIATION ANNUAL CONFERENCES IN COLLABORATION WITH THE NEW YORK CHAPTER OF AAP, PROVIDING VALUABLE LESSONS FOR THE FIELD FROM A TWO-PART IN-DEPTH VIRTUAL TRAINING SERIES, SUPPLEMENTED WITH SELF-REFLECTION AND PEER DISCUSSION, ALL FOCUSED ON REDUCING PEDIATRIC HEALTH CARE DISPARITIES AND ADVANCING A CULTURE OF EQUITY. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN REVIEW UHF'S TAX RETURNS ARE PREPARED IN DETAIL BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND THEN REVIEWED BY THE BUDGET, AUDIT AND OPERATIONS COMMITTEE OF THE UNITED HOSPITAL FUND. THE TAX RETURNS ARE THEN PROVIDED TO THE ENTIRE BOARD FOR THEIR COMMENTS FOR A PERIOD OF AT LEAST 7 DAYS PRIOR TO FILING. IF NO COMMENTS ARE RECEIVED THE RETURNS ARE FILED AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CORPORATE SECRETARY IS CHARGED WITH IMPLEMENTING THE BOARD-ADOPTED CONFLICT OF INTEREST POLICY. AS REQUIRED BY THE POLICY, THE SECRETARY SOLICITS ANNUALLY FROM EACH DIRECTOR, BOARD COMMITTEE MEMBER WHO IS NOT A DIRECTOR, OFFICERS AND KEY EMPLOYEES, A SIGNED STATEMENT WHICH DISCLOSES RELATIONSHIPS (OR REPORTS "NONE") WHICH MAY POSE POTENTIAL CONFLICTS OF INTEREST. EACH PERSON COVERED BY THE POLICY IS ISSUED THE POLICY, AND A LIST OF VENDORS AND FUND AFFILIATIONS TO REVIEW IN CONJUNCTION WITH THIS ANNUAL REQUEST. DURING THE INTERIM PERIOD, EACH PERSON COVERED BY THE POLICY IS REQUIRED TO DISCLOSE ANY CHANGES IN RELATIONSHIPS OR ANY NEW CONFLICTS THAT MAY ARISE. THE DISCLOSURE SIGNED BY EACH PERSON AFFECTED BY THE POLICY ALSO CONSIDERS HIS OR HER SPOUSE OR COMMITTED PARTNER, AND HIS OR HER RELATIVES AND THOSE WHO HAVE A BUSINESS RELATIONSHIP WITH ANOTHER FUND OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE AS DEFINED BY THE POLICY IN DETERMINING THE PRESENCE OR APPEARANCE OF CONFLICTS OF INTEREST. THE SECRETARY REVIEWS COMMITTEE AND BOARD MEETING AGENDA ITEMS AND REPORTS TO THE CHAIRMEN AND TO THE PRESIDENT IF, BASED ON SUCH STATEMENTS, ANY AGENDA ITEM FOR BOARD OR COMMITTEE ACTION MAY INVOLVE AN ORGANIZATION WITH WHICH A PERSON COVERED BY THE POLICY MAY HAVE A CONFLICTING INTEREST. SUCH PERSONS IDENTIFIED MUST NOT INFLUENCE THE DISCUSSION OR DECISION, AND MUST EXIT THE ROOM PRIOR TO THE BOARD VOTING ON THE ACTION FOR WHICH A CONFLICTING INTEREST IS IDENTIFIED. SIMILARLY, CONFLICTS IDENTIFIED BY KEY STAFF ARE DISCLOSED TO THE PRESIDENT AND CHAIRMEN, WHO REQUEST KEY STAFF EXIT THE ROOM BEFORE THE DISCUSSION OF CONTEMPLATED ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION UHF'S SUB-COMMITTEE ON EXECUTIVE COMPENSATION ("SUB-COMMITTEE") WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD IS RESPONSIBLE TO REVIEW THE PERFORMANCE AND APPROVE ANY COMPENSATION ADJUSTMENTS FOR THE CEO, AND TO REVIEW THE PERFORMANCE EVALUATIONS AND ANY RECOMMENDED MERIT INCREASES THE CEO MAY MAKE TO THE SUB-COMMITTEE FOR EACH VICE PRESIDENT. THE REVIEW TAKES PLACE ONCE A YEAR AND THE PERFORMANCE EVALUATIONS COVER THE PERIOD MARCH 1 TO FEBRUARY 28 (OR 29 IN A LEAP YEAR). UHF COMMISSIONS AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM TO PERFORM AN EXECUTIVE COMPENSATION STUDY. THIS STUDY EVALUATES COMPENSATION OF UHF'S CEO AND VICE PRESIDENTS. THE REVIEW COMPARES ALL COMPENSATION AND PERQUISITES AGAINST MARKET DATA, AND THE CONSULTANT PROVIDES ITS OPINION ON THE REASONABLENESS OF EXECUTIVE COMPENSATION AND PERQUISITES FOR THOSE SPECIFIC UHF EMPLOYEES EVALUATED AGAINST THE MARKET PLACE FOR LIKE KIND POSITIONS. THE STUDY IS COMMISSIONED AT LEAST ONCE EVERY TWO YEARS, OR ANNUALLY AS NECESSARY. THE SUB-COMMITTEE REVIEWS THE EXECUTIVE COMPENSATION STUDY ALONG WITH PERFORMANCE AND RECOMMENDED MERIT INCREASES AND PERQUISITES AND MAKES CHANGES OR APPROVES, AS IT CONCLUDES. AT THE NEXT BOARD MEETING, THE BOARD IS APPRISED THAT THE SUB-COMMITTEE MET TO REVIEW COMPENSATION AND WHILE NOT SPECIFICALLY INFORMED AT THE BOARD MEETING OF EACH STAFF'S COMPENSATION FOR THE COMING YEAR, BOARD MEMBERS ARE INVITED TO REVIEW THE MINUTES OF THE MEETING SHOULD THEY BE INTERESTED TO HAVE MORE DETAIL. ALL RECOMMENDATIONS ARE APPROVED IN WRITING AND FORWARDED TO THE HUMAN RESOURCES DEPARTMENT FOR PROCESSING. BOARD MEMBERS WHO ARE ELECTED OFFICERS BUT WHO ARE NOT ALSO FUND EMPLOYEES DO NOT RECEIVE ANY PAYMENT FOR THEIR SERVICE AS AN OFFICER TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABILITY THE UNITED HOSPITAL FUND MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA ITS WEBSITE (WWW.UHFNYC.ORG), UPON REQUEST AND THEY ARE ALSO AVAILABLE BY CONTACTING NEW YORK STATE CHARITIES BUREAU. INCLUDED IN SCHEDULE O THERE IS A NARRATIVE REGARDING UHF'S CONFLICT OF INTEREST POLICY. THIS IS THE ONLY INFORMATION AVAILABLE TO THE PUBLIC AT THIS TIME. UHF'S GOVERNING DOCUMENTS ARE CURRENTLY UNAVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 357,740. POSTRETIREMENT RELATED CHANGES -17,165. CHARITABLE REMAINDER TRUST (4) C/O JP MORGAN SERVICES PO BOX 6089 NEWARK DE 197146089 136046088 ANNUITY NY N/A T 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CHARITABLE REMINDER TRUST S 80000 BOOK