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Nonprofiteer
← RWJBH CORPORATE SERVICES INC

Form 990 for tax year 2023

Filed by RWJBH CORPORATE SERVICES INC.

Totals

Total revenue
$1,706,209,298
Total expenses
$1,530,823,465
Contributions and grants received
$12,511,263
Grants paid
$0
Program service revenue
$1,566,621,446
Investment income
$126,815,785
Other revenue
$260,804
Total assets, end of year
$5,337,159,148
Total liabilities, end of year
$4,643,499,540
Net assets or fund balances, end of year
$693,659,608
Program services expenses (Part IX)
$1,377,741,118
Management and general expenses
$153,082,347
Fundraising expenses
$0
Program service expenses (Part III)
$1,377,741,118

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $12,511,263

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $1,566,621,446 · related or exempt $1,566,621,446

  • 3 · Investment income

    total $110,138,768 · unrelated business $6,032,298 · excluded $104,106,470

  • 4 · Income from investment of tax-exempt bond proceeds

    total $4,312,836 · excluded $4,312,836

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $12,339,785 · other assets $24,396

  • 7c · Gain or loss

    securities $12,339,785 · other assets $24,396

  • 7d · Net gain or loss

    total $12,364,181 · excluded $12,364,181

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $260,804 · excluded $260,804

  • 11e · Other revenue, total

    $260,804

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $47,894,695 · program services $43,105,226 · management and general $4,789,469

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $352,222,536 · program services $317,000,282 · management and general $35,222,254

  • 8 · Pension plan contributions

    total $17,497,701 · program services $15,747,931 · management and general $1,749,770

  • 9 · Other employee benefits

    total $34,461,694 · program services $31,015,525 · management and general $3,446,169

  • 10 · Payroll taxes

    total $28,062,986 · program services $25,256,687 · management and general $2,806,299

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $29,429,114 · program services $26,486,203 · management and general $2,942,911

  • 11c · Fees: accounting

    total $1,975,999 · program services $1,778,399 · management and general $197,600

  • 11d · Fees: lobbying

    total $318,077 · program services $286,269 · management and general $31,808

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $297,381,483 · program services $267,643,334 · management and general $29,738,149 · fundraising $0

  • 12 · Advertising and promotion

    total $21,156,225 · program services $19,040,603 · management and general $2,115,622

  • 13 · Office expenses

    total $14,612,454 · program services $13,151,209 · management and general $1,461,245

  • 14 · Information technology

    total $86,706,693 · program services $78,036,024 · management and general $8,670,669

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $5,576,202 · program services $5,018,582 · management and general $557,620

  • 17 · Travel

    total $1,738,107 · program services $1,564,296 · management and general $173,811

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $5,334,137 · program services $4,800,723 · management and general $533,414

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $33,196,143 · program services $29,876,529 · management and general $3,319,614

  • 23 · Insurance

    total $33,217,038 · program services $29,895,334 · management and general $3,321,704

  • 24a · Other expenses: BH HLTH PLAN; MED. CLAIMS

    total $338,511,313 · program services $304,660,182 · management and general $33,851,131

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $62,757,568 · program services $56,481,811 · management and general $6,275,757

  • 24c · Other expenses: BH HLTH PLAN; PRESCRIPS.

    total $46,925,668 · program services $42,233,101 · management and general $4,692,567

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $18,570,523 · program services $16,713,471 · management and general $1,857,052

  • 24e · All other expenses

    total $53,277,109 · program services $47,949,397 · management and general $5,327,712

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $19,849,891 · end of year $4,122,406

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,049,950 · end of year $1,649,659

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,385,464 · end of year $56,419,871

  • 10a · Land, buildings and equipment: cost or other basis

    $415,566,074

  • 10b · Land, buildings and equipment: accumulated depreciation

    $255,930,180

  • 10c · Land, buildings and equipment, net

    beginning of year $325,245,900 · end of year $159,635,894

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $4,978,217,010 · end of year $4,610,773,213

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $720,474,398 · end of year $504,558,105

  • 17 · Accounts payable and accrued expenses

    beginning of year $156,402,331 · end of year $197,960,348

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $10,555 · end of year $369,751

  • 20 · Tax-exempt bond liabilities

    beginning of year $285,680,414 · end of year $284,644,843

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $51,927,846 · end of year $51,176,358

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,958,320,019 · end of year $4,109,348,240

  • 27 · Net assets without donor restrictions

    beginning of year $641,881,448 · end of year $693,659,608

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE ORGANIZATION IS AN AFFILIATE WITHIN RWJBARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE RWJBARNABAS HEALTH TAX-EXEMPT HOSPITALS AND MEDICAL CENTERS. THE ORGANIZATION SUPPORTS VARIOUS RWJBARNABAS HEALTH ENTITIES WHICH ARE AFFILIATES WITHIN A TAX-EXEMPT NOT-FOR-PROFIT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY WHOSE CHARITABLE PURPOSES INCLUDE PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE COMMUNITY AND ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY.

Activities or mission (Part I)

TO SUPPORT THE CHARITABLE PURPOSES, GOALS AND OBJECTIVES OF RWJ BARNABAS HEALTH, INC. AND ITS AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM.

  • EXPENSES INCURRED IN SUPPORTING RWJBARNABAS HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM BY PROVIDING INTEGRAL CORPORATE SERVICES. RWJBARNABAS HEALTH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY.

    Expenses $1,004,647,474 · Revenue $1,142,121,688

  • EXPENSES INCURRED FOR ALL COVERED RWJBARNABAS HEALTH EMPLOYEES RELATING TO RWJBARNABAS HEALTH'S SELF-INSURED HEALTH PLAN, INCLUDING MEDICAL CLAIMS AND PRESCRIPTIONS.

    Expenses $356,659,446 · Revenue $396,288,273

  • EXPENSES INCURRED IN OPERATING RWJBH ACCOUNTABLE CARE, LLC, AN ACCOUNTABLE CARE ORGANIZATION WHOSE SOLE MEMBER IS RWJBH CORPORATE SERVICES, INC.

    Expenses $16,434,198 · Revenue $28,211,485

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Barry H Ostrowsky

    FORMER OFFICER

    Total calculated
    $7,456,506
    From this org
    $7,456,506
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $269,342
    Bonus
    $5,485,000
    Other
    $1,702,164
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $7,456,506

  • Mark E Manigan

    TRUSTEE - PRESIDENT/CEO

    Total calculated
    $7,275,711
    From this org
    $5,993,545
    From related orgs
    $0
    Other
    $1,282,166
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $3,317,219
    Bonus
    $2,647,000
    Other
    $29,326
    Deferred
    $1,236,135
    Nontaxable benefits
    $46,031
    Filer's total
    $7,275,711

  • John W Doll CPA

    SR. EVP, CHIEF OPERATING OFF.

    Total calculated
    $6,461,219
    From this org
    $5,288,653
    From related orgs
    $0
    Other
    $1,172,566
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $2,860,228
    Bonus
    $1,556,523
    Other
    $871,902
    Deferred
    $1,129,281
    Nontaxable benefits
    $43,285
    Filer's total
    $6,461,219

  • Thomas A Biga

    EVP, PRESIDENT NW REGION

    Total calculated
    $3,791,398
    From this org
    $3,161,038
    From related orgs
    $0
    Other
    $630,360
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,841,658
    Bonus
    $250,000
    Other
    $1,069,380
    Deferred
    $600,930
    Nontaxable benefits
    $29,430
    Filer's total
    $3,791,398

  • Gary S Horan

    PRES/CEO-TRMC(TERM 4/14/23)

    Total calculated
    $3,722,878
    From this org
    $3,720,585
    From related orgs
    $0
    Other
    $2,293
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $2,417,803
    Bonus
    $232,825
    Other
    $1,069,957
    Deferred
    $0
    Nontaxable benefits
    $2,293
    Filer's total
    $3,722,878

  • William S Arnold

    EVP, PRESIDENT SOUTHERN REGION

    Total calculated
    $2,967,031
    From this org
    $2,397,166
    From related orgs
    $0
    Other
    $569,865
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,296,442
    Bonus
    $885,000
    Other
    $215,724
    Deferred
    $569,271
    Nontaxable benefits
    $594
    Filer's total
    $2,967,031

  • Michael Prilutsky

    EVP, PRESIDENT NE REGION

    Total calculated
    $2,309,638
    From this org
    $1,929,922
    From related orgs
    $0
    Other
    $379,716
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,035,400
    Bonus
    $750,000
    Other
    $144,522
    Deferred
    $364,850
    Nontaxable benefits
    $14,866
    Filer's total
    $2,309,638

  • Richard L Davis

    PRESIDENT/CEO - CBMC

    Total calculated
    $2,068,548
    From this org
    $1,776,594
    From related orgs
    $0
    Other
    $291,954
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,239,171
    Bonus
    $296,875
    Other
    $240,548
    Deferred
    $250,181
    Nontaxable benefits
    $41,773
    Filer's total
    $2,068,548

  • David A Mebane Esq

    TRUSTEE - EVP, GENERAL COUNSEL

    Total calculated
    $1,979,624
    From this org
    $1,616,025
    From related orgs
    $0
    Other
    $363,599
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $839,758
    Bonus
    $408,750
    Other
    $367,517
    Deferred
    $342,737
    Nontaxable benefits
    $20,862
    Filer's total
    $1,979,624

  • Debra Lienhardt

    EVP, chief bus dev off.

    Total calculated
    $1,902,188
    From this org
    $1,528,498
    From related orgs
    $0
    Other
    $373,690
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $826,058
    Bonus
    $665,000
    Other
    $37,440
    Deferred
    $373,096
    Nontaxable benefits
    $594
    Filer's total
    $1,902,188

  • Patrick Knaus

    EVP, CHIEF STRATEGY OFFICER

    Total calculated
    $1,877,574
    From this org
    $1,531,757
    From related orgs
    $0
    Other
    $345,817
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $743,517
    Bonus
    $426,750
    Other
    $361,490
    Deferred
    $315,287
    Nontaxable benefits
    $30,530
    Filer's total
    $1,877,574

  • Darrell Terry

    PRESIDENT/CEO - NBIMC

    Total calculated
    $1,860,816
    From this org
    $1,344,893
    From related orgs
    $0
    Other
    $515,923
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $780,471
    Bonus
    $139,313
    Other
    $425,109
    Deferred
    $475,588
    Nontaxable benefits
    $40,335
    Filer's total
    $1,860,816

  • Glenn Miller

    EVP, CHIEF DEVELOPMENT OFFICER

    Total calculated
    $1,764,074
    From this org
    $1,427,226
    From related orgs
    $0
    Other
    $336,848
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $788,009
    Bonus
    $316,250
    Other
    $322,967
    Deferred
    $293,913
    Nontaxable benefits
    $42,935
    Filer's total
    $1,764,074

  • Nancy Holecek

    EVP, CHIEF NURSING OFFICER

    Total calculated
    $1,726,742
    From this org
    $1,378,057
    From related orgs
    $0
    Other
    $348,685
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $811,998
    Bonus
    $285,000
    Other
    $281,059
    Deferred
    $305,550
    Nontaxable benefits
    $43,135
    Filer's total
    $1,726,742

  • Ruric C Anderson MD

    EVP, CHIEF MED & QUALITY OFF.

    Total calculated
    $1,648,756
    From this org
    $1,279,809
    From related orgs
    $0
    Other
    $368,947
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,015,509
    Bonus
    $232,500
    Other
    $31,800
    Deferred
    $332,337
    Nontaxable benefits
    $36,610
    Filer's total
    $1,648,756

  • Robert G Irwin

    EVP, CHIEF INTEGRATION OFFICER

    Total calculated
    $1,581,098
    From this org
    $1,314,924
    From related orgs
    $0
    Other
    $266,174
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $796,814
    Bonus
    $227,000
    Other
    $291,110
    Deferred
    $235,094
    Nontaxable benefits
    $31,080
    Filer's total
    $1,581,098

  • Michael E Knecht

    EVP, CHIEF MARKETING & COMM.

    Total calculated
    $1,561,094
    From this org
    $1,274,043
    From related orgs
    $0
    Other
    $287,051
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $726,934
    Bonus
    $286,250
    Other
    $260,859
    Deferred
    $263,563
    Nontaxable benefits
    $23,488
    Filer's total
    $1,561,094

  • Paul G Alexander MD

    EVP, CHIEF HEALTH EQUITY/CTO

    Total calculated
    $1,535,117
    From this org
    $1,270,743
    From related orgs
    $0
    Other
    $264,374
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $745,995
    Bonus
    $198,750
    Other
    $325,998
    Deferred
    $246,769
    Nontaxable benefits
    $17,605
    Filer's total
    $1,535,117

  • Frank Pipas CPA

    EVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $1,428,696
    From this org
    $1,162,302
    From related orgs
    $0
    Other
    $266,394
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,128,462
    Bonus
    $0
    Other
    $33,840
    Deferred
    $265,800
    Nontaxable benefits
    $594
    Filer's total
    $1,428,696

  • Stephen K Barry

    EVP, FACILITIES MANAGEMENT

    Total calculated
    $1,406,950
    From this org
    $1,092,040
    From related orgs
    $0
    Other
    $314,910
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $810,540
    Bonus
    $250,000
    Other
    $31,500
    Deferred
    $278,300
    Nontaxable benefits
    $36,610
    Filer's total
    $1,406,950

  • Deanna L Minus-Vincent

    EVP, CSJO (Term 3/29/23)

    Total calculated
    $1,378,328
    From this org
    $1,378,274
    From related orgs
    $0
    Other
    $54
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $189,887
    Bonus
    $127,500
    Other
    $1,060,887
    Deferred
    $0
    Nontaxable benefits
    $54
    Filer's total
    $1,378,328

  • Karen Lumpp

    SVP, CFO-TRMC (TERM 10/6/23)

    Total calculated
    $1,366,382
    From this org
    $1,363,226
    From related orgs
    $0
    Other
    $3,156
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $432,427
    Bonus
    $88,650
    Other
    $842,149
    Deferred
    $0
    Nontaxable benefits
    $3,156
    Filer's total
    $1,366,382

  • Robert T Adamson

    EVP, CHIEF INFO. OFFICER

    Total calculated
    $1,360,342
    From this org
    $1,045,148
    From related orgs
    $0
    Other
    $315,194
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $764,243
    Bonus
    $269,565
    Other
    $11,340
    Deferred
    $286,214
    Nontaxable benefits
    $28,980
    Filer's total
    $1,360,342

  • Indu Lew

    EVP, chief of staff

    Total calculated
    $1,352,240
    From this org
    $1,045,649
    From related orgs
    $0
    Other
    $306,591
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $765,709
    Bonus
    $265,000
    Other
    $14,940
    Deferred
    $266,356
    Nontaxable benefits
    $40,235
    Filer's total
    $1,352,240

  • John F Bonamo MD Ms

    FORMER KEY EMPLOYEE

    Total calculated
    $1,350,000
    From this org
    $1,342,411
    From related orgs
    $0
    Other
    $7,589
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,342,411
    Deferred
    $0
    Nontaxable benefits
    $7,589
    Filer's total
    $1,350,000

  • Trina Parks

    evp,chf corp div(term 3/29/23)

    Total calculated
    $1,266,529
    From this org
    $1,262,875
    From related orgs
    $0
    Other
    $3,654
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $223,799
    Bonus
    $151,250
    Other
    $887,826
    Deferred
    $0
    Nontaxable benefits
    $3,654
    Filer's total
    $1,266,529

  • Gregory Rokosz MD

    SVP, VPMA-CBMC(TERM 3/29/23)

    Total calculated
    $1,227,343
    From this org
    $1,225,369
    From related orgs
    $0
    Other
    $1,974
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $947,938
    Bonus
    $17,630
    Other
    $259,801
    Deferred
    $0
    Nontaxable benefits
    $1,974
    Filer's total
    $1,227,343

  • Mary Deno

    SVP, CHIEF HR OFFICER

    Total calculated
    $1,066,732
    From this org
    $895,478
    From related orgs
    $0
    Other
    $171,254
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $559,953
    Bonus
    $225,000
    Other
    $110,525
    Deferred
    $138,870
    Nontaxable benefits
    $32,384
    Filer's total
    $1,066,732

  • Martin S Everhart

    FORMER KEY EMPLOYEE

    Total calculated
    $900,000
    From this org
    $900,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $900,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $900,000

  • George Helmy

    EVP,CHF Ext affrs(EFF 9/29/23)

    Total calculated
    $253,614
    From this org
    $201,457
    From related orgs
    $0
    Other
    $52,157
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $199,092
    Bonus
    $0
    Other
    $2,365
    Deferred
    $51,563
    Nontaxable benefits
    $594
    Filer's total
    $253,614

  • Marc E Berson

    CHAIR-TRUSTEE (DECD. 12/2/23)

    Total calculated
    $0
    Hours/week
    1

  • Jack Morris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J
RWJ Barnabas Health has a robust and vigorous process relating to the establishment, review and approval of compensation and benefits ("total compensation") for members of the senior management team throughout the system. This process is designed to ensure the system pays each individual reasonable and fair market value total compensation consistent with IRS procedures and guidelines. Rwj bh's board of trustees maintains an executive compensation committee ("committee"). The committee has adopted a written executive compensation philosophy which it follows when it reviews and approves of the compensation and benefits of rwj bh's senior management. The committee, which is required by the corporation's bylaws to be comprised solely of independent trustees, seeks guidance and substantiation from a nationally recognized compensation consultant. The committee reviews the "total compensation" of the individuals which is intended to include both current and deferred compensation and all employee benefits, both qualified and non-qualified. The committee's review is done on at least an annual basis and ensures that the "total compensation" of senior management of the organization is reasonable. The actions taken by the committee enable RWJ Barnabas Health to receive the rebuttable presumption of reasonableness for purposes of internal revenue code section 4958 with respect to the total compensation of certain members of the senior management team. These three factors are the following: 1. The compensation arrangement is approved in advance by an "authorized body" of the applicable tax-exempt organization which is composed entirely of individuals who do not have a "conflict of interest" with respect to the compensation arrangement; 2. The authorized body obtained and relied upon "appropriate data as to comparability" prior to making its determination; and 3. The authorized body "adequately documented the basis for its determination" concurrently with making that determination.
SCHEDULE J, PART I; QUESTIONS 1A AND 1B
THE ORGANIZATION PROVIDED, FOR WORK PURPOSES ONLY, A CAR AND DRIVER FROM RWJBH CORPORATE SERVICE'S TRANSPORTATION POOL FOR MARK E. MANIGAN, PRESIDENT/CEO, SO HE COULD WORK DURING TRAVEL FOR RWJBARNABAS HEALTH RELATED BUSINESS, INCLUDING COMMUTING TO AND FROM ALL RWJBARNABAS HEALTH'S FACILITIES AND OFFICES. MR. MANIGAN'S 2023 FORM W-2 INCLUDES AN AMOUNT WHICH REPRESENTS HIS PORTION OF PERSONAL USAGE AND TAX GROSS-UP PAYMENT. THIS TRANSPORTATION BENEFIT IS PROVIDED PURSUANT TO A WRITTEN EMPLOYMENT AGREEMENT. THE ORGANIZATION PROVIDED, FOR WORK PURPOSES ONLY, A CAR AND DRIVER FROM RWJBH CORPORATE SERVICE'S TRANSPORTATION POOL FOR WILLIAM S. ARNOLD, EVP, PRESIDENT SOUTHERN REGION, SO HE COULD WORK DURING TRAVEL FOR RWJBARNABAS HEALTH RELATED BUSINESS, INCLUDING COMMUTING TO AND FROM ALL RWJBARNABAS HEALTH'S FACILITIES AND OFFICES. MR. ARNOLD'S 2023 FORM W-2 INCLUDES AN AMOUNT WHICH REPRESENTS HIS PORTION OF PERSONAL USAGE AND TAX GROSS-UP PAYMENT. THIS TRANSPORTATION BENEFIT IS PROVIDED PURSUANT TO A WRITTEN EMPLOYMENT AGREEMENT. MARK E. MANIGAN, PRESIDENT/CEO, TRAVELED FIRST CLASS ON A BUSINESS TRIP FOR RWJBARNABAS HEALTH WORK PURPOSES. DEBRA LIENHARDT, EVP, CHIEF BUSINESS DEVELOPMENT OFFICER, TRAVELED FIRST CLASS ON A BUSINESS TRIP FOR RWJBARNABAS HEALTH WORK PURPOSES. GLENN MILLER, EVP, CHIEF DEVELOPMENT OFFICER, TRAVELED FIRST CLASS ON A BUSINESS TRIP FOR RWJBARNABAS HEALTH WORK PURPOSES. PAUL G. ALEXANDER, M.D., EVP, CHIEF HEALTH EQUITY/CTO, TRAVELED FIRST CLASS ON A BUSINESS TRIP FOR RWJBARNABAS HEALTH WORK PURPOSES.
SCHEDULE J, PART I; QUESTION 4A
The following individuals received severance during calendar year 2023 which was included in the individuals 2023 Form W-2, Box 5, as taxable Medicare wages: Gary S. Horan, $1,040,538; DEANNA L. MINUS-VINCENT, $575,289; KAREN LUMPP, $115,908; John F. Bonamo, M.D., M.S., $1,342,411; TRINA PARKS, $575,289 and Martin S. Everhart, $900,000.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTINGS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: barry h. Ostrowsky, $1,702,164; JOHN W. DOLL, CPA, $862,500; THOMAS A. BIGA, $1,035,000; WILLIAM S. ARNOLD, $204,437; MICHAEL PRILUTSKY, $107,082; RICHARD L. DAVIS, $225,608; DAVID A. MEBANE, ESQ., $348,437; PATRICK KNAUS, $331,250; DARRELL TERRY, $383,229; GLENN MILLER, $316,667; NANCY HOLECEK, $261,979; ROBERT G. IRWIN, $245,750; MICHAEL E. KNECHT, $248,979; PAUL G. ALEXANDER, M.D., $273,437; DEANNA L. MINUS-VINCENT, $464,710; KAREN LUMPP, $687,587; TRINA PARKS, $295,593; GREGORY ROKOSZ, M.D., $244,627 and Mary Deno, $107,825. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARK E. MANIGAN, $1,224,250; JOHN W. DOLL, CPA, $1,111,131; THOMAS A. BIGA, $573,000; WILLIAM S. ARNOLD, $546,250; MICHAEL PRILUTSKY, $350,000; RICHARD L. DAVIS, $232,031; DAVID A. MEBANE, ESQ., $314,687; DEBRA LIENHARDT, $360,000; PATRICK KNAUS, $300,437; DARRELL TERRY, $450,870; GLENN MILLER, $279,063; NANCY HOLECEK, $277,500; RURIC C. ANDERSON, M.D., $320,625; ROBERT G. IRWIN, $210,400; MICHAEL E. KNECHT, $255,313; PAUL G. ALEXANDER, M.D., $243,437; FRANK PIPAS, CPA, $262,500; STEPHEN K. BARRY, $275,000; ROBERT T. ADAMSON, $261,141; INDU LEW, $260,000; Mary Deno, $120,000 and GEORGE HELMY, $51,563.
SCHEDULE J, PART I; QUESTION 7 AND CORE FORM, PART VII
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE AMOUNTS REPORTED ON PRIOR YEARS' FORMS 990 IN SCHEDULE J, PART II, IN COLUMN (C) AS NON-TAXABLE UNVESTED DEFERRED COMPENSATION THAT IS NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. ACCORDINGLY, IN PRIOR YEARS THE INDIVIDUAL'S NEVER ACTUALLY RECEIVED ANY OF THESE UNVESTED BENEFIT AMOUNTS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • RWJBH ACCOUNTABLE CARE LLC

    HEALTH SVCS. · NJ · income $28,890,598 · assets $1,595,876

    Directly controlled by RWJBH CS

  • RWJBARNABAS HEALTH PARTNERS LLC

    HEALTH SVCS. · NJ · income $0 · assets $0

    Directly controlled by RWJBH CS

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AVENEL ISELIN MEDICAL GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • BARNABAS ON TIME HOLDINGS LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • CENTRAL JERSEY ACO LLC

    RELATED · HEALTH SVCS. · NJ · 75% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by RWJBH CS

  • CREST PHYSICAL THERAPY SERVICES LLC

    RELATED · HEALTH SVCS. · NJ · 51% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by RWJBH CS

  • HAMILTON ENDO & SURG LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • HUDSON MD GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • INNOVATIVE PURCHASING CONCEPTS

    INACTIVE · NJ

    Directly controlled by NA

  • JERSEY ASC VENTURES LLC

    RELATED · HEALTH SVCS. · TN · 51% owned · share of income $41,953,169 · share of assets $196,547,687 · general or managing partner

    Directly controlled by RWJBH CS

  • LIBERTYUSP SURGERY CENTERS LLC

    HEALTH SVCS. · TX

    Directly controlled by NA

  • MEDEMERGE LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • NEW JERSEY IMAGING NTWK LLC

    RELATED · HEALTH SVCS. · NJ · 51% owned · share of income $12,344,114 · share of assets $52,828,508 · general or managing partner

    Directly controlled by RWJBH CS

  • RWJBH ASSOCIATES 2 LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • RWJ-REGENT II LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • SHREWSBURY DIAGNOSTIC IMAGING LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • SOMERSET PEDIATRIC GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • CARE STATION MSO LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • JAG-ONE HOLDINGS LP

    RELATED · HEALTH SVCS. · NJ · 53% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by RWJBH CS

  • PREDICTIVE HEALTH SOLUTIONS LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • ADVANCED GASTROENTEROLOGY GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • PARKWAY ANESTHESIA ASSOCIATES LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • ANESTHESIA SPECIALISTS OF NJ LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • PARKWAY MEDICAL MANAGEMENT LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • DIGESTIVE HEALTHCARE CENTER LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • KAYAL MEDICAL GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • MEDICOR CARDIOLOGY LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • MONTGOMERY MEDICAL ASSOCIATES LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • UNION COUNTY HC ASSOCIATES LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • A WOMAN'S PLACE HOLDINGS LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • ADVANCED SURGICAL & ENDOSCOPY OF NJ LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • ASSOCIATES IN OTOLARYNGOLOGY OF NJ LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • ATLANTIC AMBULATORY ANESTHESIA ASSOCLLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • CCG MEDICAL GROUP LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • FAMILY CARE PRIMARY & URGENT CARE LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • MVP MEDICAL ASSOCIATES II LLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCLLC

    HEALTH SVCS. · NJ

    Directly controlled by NA

  • SCA-SPARTA LLC

    RELATED · HEALTH SVCS. · AL · 51% owned · share of income $45,666 · share of assets $5,809,898 · general or managing partner

    Directly controlled by RWJBH CS

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CENTER STATE MANAGEMENT CORP

    C Corp. · MGMT SVCS. · NJ

    Directly controlled by NA

  • CSH VENTURES INC

    C Corp. · MED. CONSULTING · NJ

    Directly controlled by NA

  • HEALTH CARE FACILITIES MGT

    C Corp. · MAINT. SVCS. · NJ

    Directly controlled by NA

  • LIVINGSTON INFUSION CARE INC

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • LIVINGSTON SERVICES CORP

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • LSC PHARMACY SERVICES INC

    C Corp. · PHARMACY SVCS. · NJ

    Directly controlled by NA

  • MAJOR INVESTIGATIONS INC

    C Corp. · SECURITY SVCS. · NJ

    Directly controlled by NA

  • NJ HEALTH CARE SYSTEM INC

    C Corp. · INACTIVE · NJ

    Directly controlled by NA

  • RWJ MED SVCS ORG AT HAMILTON

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • RWJ MEDICAL ASSOCIATES PA

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • RWJ PHYSICIAN ENTERPRISE PA

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • RWJ SURGERY CENTER INC

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • SBC MANAGEMENT CORPORATION

    C Corp. · MGMT SVCS. · NJ · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by RWJBH CS

  • SHC ENTERPRISES INC

    C Corp. · MGMT SVCS. · NJ

    Directly controlled by NA

  • SOMERSET REALTY GROUP INC

    C Corp. · REAL ESTATE · NJ

    Directly controlled by NA

  • TRINITAS HEALTH SERVICES CORPORATION

    C Corp. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • VISION HEALTHCARE INC

    C Corp. · INVESTMENT · NJ

    Directly controlled by NA

  • CPIC

    Foreign Corp. · FINANCIAL VEHICLE · BD

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349317920

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