Civic Intelligence

Atlantic Health System Inc Group Return

990 • Fiscal year 2020 • EIN 65-1301877

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 03, 2022

Organization Profilewww.atlantichealth.org
475 South Street ACCTG 920Morristown, NJ 07960

(973) 660-3100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.48x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.74x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Net Margin

52nd percentile

6.3%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Top Officer Pay

87th percentile

$5,005,393

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

1.9%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$5,017,677,177

Up $861,625,862 (+21%) from 2019

Net Assets

Up

$2,598,846,442

Up $318,601,939 (+14%) from 2019

Liabilities

Up

$2,418,830,735

Up $543,023,923 (+29%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin52nd percentile

Revenue

Up

$3,254,347,552

Up $62,230,420 (+1.9%) from 2019

Expenses

Up

$3,049,595,629

Up $89,897,694 (+3.0%) from 2019

Net Income

Down

$204,751,923

Down $27,667,274 (-12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $1,437,169,614Liabilities 2010: $750,126,202Net Assets 2010: $687,043,4122010Assets 2011: $1,861,587,747Liabilities 2011: $1,098,906,826Net Assets 2011: $762,680,9212011Assets 2012: $1,969,927,205Liabilities 2012: $1,071,433,825Net Assets 2012: $898,493,3802012Assets 2013: $2,125,198,384Liabilities 2013: $937,701,014Net Assets 2013: $1,187,497,3702013Assets 2014: $2,439,331,449Liabilities 2014: $1,172,480,010Net Assets 2014: $1,266,851,4392014Assets 2015: $2,614,269,128Liabilities 2015: $1,279,799,673Net Assets 2015: $1,334,469,4552015Assets 2016: $2,857,018,047Liabilities 2016: $1,384,882,945Net Assets 2016: $1,472,135,1022016Assets 2017: $3,394,267,440Liabilities 2017: $1,601,731,575Net Assets 2017: $1,792,535,8652017Assets 2018: $3,432,959,938Liabilities 2018: $1,609,943,234Net Assets 2018: $1,823,016,7042018Assets 2019: $4,156,051,315Liabilities 2019: $1,875,806,812Net Assets 2019: $2,280,244,5032019Assets 2020: $5,017,677,177Liabilities 2020: $2,418,830,735Net Assets 2020: $2,598,846,4422020Assets 2021: $6,054,115,074Liabilities 2021: $2,843,426,078Net Assets 2021: $3,210,688,9962021Assets 2022: $5,605,741,294Liabilities 2022: $2,779,737,762Net Assets 2022: $2,826,003,5322022Assets 2023: $6,064,671,986Liabilities 2023: $2,664,289,882Net Assets 2023: $3,400,382,1042023Assets 2024: $6,325,798,605Liabilities 2024: $2,681,400,190Net Assets 2024: $3,644,398,4152024

Highlighted filing

2020

Assets$5,017,677,177
Liabilities$2,418,830,735
Net Assets$2,598,846,442
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0B$4.0B$2.0B$0Expenses 2010: $1,227,696,1592010Expenses 2011: $1,433,105,2842011Expenses 2012: $1,507,482,0182012Revenue 2013: $1,682,533,377Expenses 2013: $1,614,955,273Net Income 2013: $67,578,1042013Revenue 2014: $2,155,546,418Expenses 2014: $1,980,206,668Net Income 2014: $175,339,7502014Revenue 2015: $2,343,232,119Expenses 2015: $2,232,588,134Net Income 2015: $110,643,9852015Revenue 2016: $2,577,123,705Expenses 2016: $2,478,518,661Net Income 2016: $98,605,0442016Revenue 2017: $2,636,178,483Expenses 2017: $2,484,003,403Net Income 2017: $152,175,0802017Revenue 2018: $2,911,013,164Expenses 2018: $2,780,694,736Net Income 2018: $130,318,4282018Revenue 2019: $3,192,117,132Expenses 2019: $2,959,697,935Net Income 2019: $232,419,1972019Revenue 2020: $3,254,347,552Expenses 2020: $3,049,595,629Net Income 2020: $204,751,9232020Revenue 2021: $3,748,525,032Expenses 2021: $3,321,740,050Net Income 2021: $426,784,9822021Revenue 2022: $3,872,357,033Expenses 2022: $3,678,533,824Net Income 2022: $193,823,2092022Revenue 2023: $4,238,572,954Expenses 2023: $4,014,851,524Net Income 2023: $223,721,4302023Revenue 2024: $4,763,861,023Expenses 2024: $4,459,713,866Net Income 2024: $304,147,1572024

Highlighted filing

2020

Revenue$3,254,347,552
Expenses$3,049,595,629
Net Income$204,751,923
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 3, 2022
Return Version
2020v4.2
Gross Receipts
$3,254,347,552
Mission and Program Overview

Mission

Designing and delivering high quality, innovative and personalized health care, to build healthier communities and improve lives for patients, consumers, and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,667,468,011$1,858,629,961▲ $191,161,950
Land, Buildings, and Equipment, Net$1,529,306,718$1,598,882,822▲ $69,576,104
Savings and Temporary Cash Investments$403,447,885$1,009,634,898▲ $606,187,013
Accounts Receivable$333,026,105$294,249,348▼ $38,776,757
Prepaid Expenses and Deferred Charges$77,381,138$81,623,733▲ $4,242,595
Inventories for Sale or Use$19,573,636$34,463,232▲ $14,889,596
Pledges and Grants Receivable$611,079$1,063,973▲ $452,894
Total Assets$4,156,051,315$5,017,677,177▲ $861,625,862
Other Assets Total$125,236,743$139,129,210▲ $13,892,467
Liabilities
Other Liabilities$601,466,999$937,573,888▲ $336,106,889
Accounts Payable and Accrued Expenses$357,230,029$527,123,544▲ $169,893,515
Tax Exempt Bond Liabilities$442,109,784$479,133,303▲ $37,023,519
Mortgage Notes Payable Secured by Investment Property$475,000,000$475,000,000→ $0
Total Liabilities$1,875,806,812$2,418,830,735▲ $543,023,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,113,127,656$2,417,339,606▲ $304,211,950
Net Assets With Donor Restrictions$167,116,847$181,506,836▲ $14,389,989
Total Net Assets Fund Balance$2,280,244,503$2,598,846,442▲ $318,601,939
Total Liabilities and Net Assets / Fund Balance$4,156,051,315$5,017,677,177▲ $861,625,862

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$636,140,023$1,317,399,151$1,953,539,174
Equipment$782,354,865$690,137,324$1,472,492,189
Leasehold Improvements$105,615,584$10,865,710$116,481,294
Land$74,772,350-$74,772,350

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$167,116,847$40,804,893▲ $5,073,267$-31,488,171$181,506,836
2019$149,622,240$52,656,881▲ $5,050,049$-40,212,323$167,116,847
2018$150,320,337$38,062,956▼ $2,684,750$-36,076,305$149,622,240
2017$135,415,433$38,098,907▲ $8,223,395$-31,417,398$150,320,337
2016$127,490,232$32,141,880▲ $4,168,419$-28,385,098$135,415,433
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian GragnolatiPresident & CEOFT$1,929,026$3,076,367$5,005,393
James Wittig MDPhysician-ChairFT$2,192,308$353,910$2,546,218
Amy PerrySVP - Delivery & CEO Hosp.FT$1,145,167$1,337,243$2,482,410
Kevin LenahanSVP-CFO & Admin OfficerFT$1,039,718$1,261,184$2,300,902
Jan Schwartz-Miller MDSVP-Chief Medical & AcademFT$650,770$1,269,447$1,920,217
Alan LieberPresident - OMCFT$638,203$990,590$1,628,793
Steven Sheris MDPAMG-President, SVPFT$752,970$833,484$1,586,454
Patricia O'KeefePresident-MMCFT$740,521$797,949$1,538,470
Richard OthsPast President/CEO-$1,433,586$1,433,586$1,433,586
Sheilah O'HalloranVP-Ass't Gen CouncilFT$574,870$688,698$1,263,568
Philippe Genereux MDPhysicianFT$1,213,905$40,718$1,254,623
Nichell SumpterSVP-Chief HR OfficerFT$571,411$614,660$1,186,071
Mark WidmannPhysicianFT$910,297$268,461$1,178,758
Eric Lazar MDPhysician DirectorFT$674,497$485,820$1,160,317
Paul Starker MDChairman-Dept of SurgeryFT$1,011,794$127,572$1,139,366
James Gardner MDPhysicianFT$533,160$598,755$1,131,915
Stephanie SchwartzPresident CMCFT$514,828$580,226$1,095,054
Rolando Rolandelli MDChairman-Dep of SurgeryFT$759,867$251,920$1,011,787
Eric Whitman MDPhysicianFT$766,198$233,793$999,991
Katharine DriebeVP - FinanceFT$407,140$414,128$821,268
Robert Adams JrPresident, Western RegionFT$500,285$269,508$769,793
Seth Stoller MDPAMG-TrusteeFT$383,326$281,531$664,857
Joseph Di PaoloPres.-NMC Termed 10/11/19-$662,986$662,986$662,986
Christopher HerzogPAMG- CFO & TreasurerFT$379,551$276,856$656,407
Frederico Cerrone MDPAMG-TrusteeFT$448,438$184,977$633,415
Peter Bolo MDPAMG-TrusteeFT$447,676$140,735$588,411
Christopher Zipp MDPAMG-Vice ChairFT$426,800$111,784$538,584
Domenick Randazzo MDPAMG-TrusteeFT$419,417$89,489$508,906
Thomas Zaubler MDPAMG-TrusteeFT$376,275$126,299$502,574
Brenda Matti-Orozco MDPAMG-TrusteeFT$283,211$111,630$394,841
Navpreet Minhas MDPAMG-TrusteeFT$239,757$121,306$361,063
John Calicchio MDPAMG-TrusteeFT$244,728$89,319$334,047
Greg Mulford MDPAMG-ChairmanFT$262,671$33,054$295,725
Alan Meltzer MDPAMG-TrusteeFT$223,784$65,025$288,809
Christopher Amalfitano MDTrustee-AHS-$53,104-$53,104

Board Members and Trustees

NameTitle
Dexter D EarleTrustee-AHS, Chairman
Robert E McCrackenTrustee-AHS Vice Chair
Anthony FrisoliPAMG-Trustee
David Taylor MDPAMG-Trustee
Christopher R ReidyTrustee-AHS
Finn WentworthTrustee-AHS
Gita F RothschildTrustee-AHS
Grant Parr MDTrustee-AHS
Henry J DriesseTrustee-AHS
John F Vigorita MDTrustee-AHS
Laura A KellyTrustee-AHS
Sean NicholsonTrustee-AHS
Unjeria JacksonTrustee-AHS
Richard W HerbstTrustee-AHS, Officer
Albert Ritter MDTrustee-Atlantic Ambulance
David Ferguson AA DirectorTrustee-Atlantic Ambulance

Highest Paid Contractors

ContractorServicesLocationCompensation
Ge Precision Healthcare LLCConstructionPO BOX 96483, Chicago, IL 60693$19,735,263
Structure ToneConstruction10 WOODBRIDGE CENTER DRIVE, Woodbridge, NJ 07095$19,281,661
Holt Construction CorpConstruction50 E WASHINGTON AVE, Pearl River, NY 10965$18,126,967
B Braun Medical INCIt ImplementationPO BOX 780433, Philadelphia, PA 19178$13,298,800
Zotec Partners LLCPhysician BillingPO BOX 2288, Indianapolis, IN 46206$13,232,230
Revenue and Support

Revenue Composition

Contributions and Grants
$244,721,802
Program Service Revenue
$2,877,240,829
Investment Income
$105,689,619
Other Revenue
$26,695,302
Change in Net Assets
$204,751,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,202,604,867
Revenue Not Reported on Financial Statements
$51,742,685
Revenue Not Reported on Form 990
$114,215,127
Other Revenue Adjustments
$51,742,685
Total Revenue per Audited Statements
$3,316,819,994
Total Revenue per Form 990
$3,254,347,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,706,730,962
Other Expenses$1,342,308,279
Total Fundraising Expense$2,654,962
Grants and Similar Amounts Paid$556,388
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,163,861,968$237,521,533$1,696,720$1,403,080,221
Depreciation Depletion$137,004,375$27,545,620$201,548$164,751,543
Other Employee Benefits$103,805,318$21,190,131$145,841$125,141,290
Office Expenses$83,864,308$18,279,229$125,208$102,268,745
Payroll Taxes$78,683,248$16,054,951$117,472$94,855,671
Occupancy$59,502,101$12,664,377$88,835$72,255,313
Fees for Services Management-$61,314,306-$61,314,306
Pension Plan Contributions$44,474,697$9,074,856$66,400$53,615,953
Insurance$39,029,930$9,036,493$58,271$48,124,694
Fees for Services Other$35,902,113--$35,902,113
Interest$28,544,688$5,824,446$42,581$34,411,715
Current Officers, Directors, Trustees, and Key Employees-$29,911,019-$29,911,019
Advertising-$17,626,899-$17,626,899
All Other Expenses$11,377,575$2,321,799$16,729$13,716,103
Conferences and Meetings$8,094,281$1,651,627$12,058$9,757,966
Information Technology$6,188,479$1,262,730$9,239$7,460,448
Fees for Services Legal-$3,434,099-$3,434,099
Other Expenses$2,834,490$577,715$4,227$3,416,432
Fees for Services Accounting-$1,252,375-$1,252,375
Fees for Services Lobbying-$788,997-$788,997
Grants to Domestic Orgs$556,388--$556,388
Comp Disqual Persons-$126,808-$126,808
Fees for Service Investment Mgmnt Fees-$16,379-$16,379
Total Functional Expenses$2,559,491,608$487,449,059$2,654,962$3,049,595,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,049,595,629
Expenses per Audited Statements$2,999,746,858
Total Expenses per Audited Statements$2,999,746,858
Expenses Not Reported on Financial Statements$49,848,771
Other Expense Adjustments$49,848,771
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sage Elder CareSummit, NJ-General Support$99,862
Foodshed Alliance Farmers Access NetworkBlairstown, NJ501(c)(3)General Support$63,100
Interfaith Food PantryMorris Plains, NJ501(c)(3)General Support$30,000
Walter Hoving HomeOxford, NJ-General Support$30,000
Parent to Parent Addiction ServWashington, NJ501(c)(3)General Support$26,700
Homeless SolutionsMorristown, NJ501(c)(3)General Support$25,000
Nourish NjMorristown, NJ501(c)(3)General Support$25,000
Center for Prevention and CounselingNewton, NJ501(c)(3)General Support$22,750
Cornerstone Family ProgramsMorristown, NJ501(c)(3)General Support$20,000
Drew UniversityMadison, NJ501(c)(3)General Support$20,000
Nj Aids ServicesMorris Plains, NJ501(c)(3)General Support$20,000
Visions and PathwaysBridgewater, NJ-General Support$15,700
DEIDRE'S HOUSEMorristown, NJ501(c)(3)General Support$15,000
Ny Jets FoundationFlorham Park, NJ501(c)(3)General Support$15,000
Roots and WingsDenville, NJ501(c)(3)General Support$15,000
Borough of Lincoln ParkLincoln Park, NJ501(c)(3)General Support$13,695
Grow It Green MorristownMorristown, NJ501(c)(3)General Support$13,465
Borough of RingwoodRingwood, NJ501(c)(3)General Support$10,000
Family Promise Union CountyElizabeth, NJ501(c)(3)General Support$10,000
Golden Rule Craftsman ClubVauxhall, NJ501(c)(3)General Support$10,000
Junior League of SummitSummit, NJ501(c)(3)General Support$10,000
Pass It AlongSparta, NJ501(c)(3)General Support$8,750
Wayne Twp Public SchoolsWayne, NJ-General Support$6,605
Foundation for Hackettstown Medical CenterHackettstown, NJ-General Support$5,000
Newton Medical Center FoundationNewton, NJ-General Support$5,000

International Summary

Offices
0
Employees
0
Spending
$19,372,545

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Program ServicesInsurance--$19,372,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mitchell LieberRefer to belowPerformance. Mitchell Lieber is the son of Alan Lieber (Officer-AHS). The organization compensated Michael Lieber $78,215 during 2020 via W-2 payments. Transaction is considered to be negotiated at arms-length.No$78,215
Ellen CarboneRefer to belowPerformance. Ellem Carbone is the sister of Alan Lieber (Officer-AHS). The organization compensated Ellen Carbone $48,593 during 2020 via W-2 payments. Transaction is considered to be negotiated at arms-length.No$48,593
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Employee Benefits and Other$589,034,176
Long Term Lease Liabilities$250,913,248
Advances Third Party Payors$63,775,895
Short Term Lease Liabilities$33,850,569

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANJ Healthcare Facilities Series 20162016-10-06$252,386,641To redeem revenue bonds
CNJ Healthcare Facilities Series 2008A2008-05-14$181,712,419To redeem revenue bonds
DNJ Healthcare Facilities Series 20112011-05-17$129,969,619To redeem revenue bonds and payment for cap exp
ANJ Healthcare Facilities Series 2008B2008-05-14$88,555,000To redeem revenue bonds
BNJ Healthcare Facilities Series 2008C2008-05-14$88,555,000To redeem revenue bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$224,800,000$213,705,495-$1,782,471
C$177,110,000$175,283,838-$1,329,584
D$130,545,000$128,357,482-$1,970,739
A$88,555,000$87,730,754$178,132,419$510,043
B$88,555,000$87,730,754$129,559,619$510,043

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“The Organization's Group 990 tax return consists of the following exempt organizations comprising of a total of 30 voting trustees: 1. AHS Hospital Corp. This organization primarily consists of major health care programs for five hospitals and its supporting administrative functions. It comprises the majority of Atlantic Health Care System's resources in terms of operational, financial and management decision making. Twelve (12) of the fourteen (14) voting trustees are deemed to be independent in conjunction with IRS guidance. 2. Atlantic Ambulance This organization is comprised primarily of ambulance transportation for emergency medical services. Due to the rather small operations, four (4) of its (5) voting trustees represent management employees from an affiliated organization (AHS Hospital Corp). As a result, one (1) of the five (5) trustees are deemed to be independent. 3. Practice Associates Medical Group This organization consists of a physician group providing physician programs. Ten (10) out of the eleven (11) voting trustees are physicians and are generally affiliated with Atlantic Health System, Inc. either through employment or by practice leasing agreements. As a result, one (1) of the eleven (11) voting trustees are deemed to be independent. 4. Hackettstown Regional Medical Center Emergency Medical Services, Inc - Due to 4/1/16 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20. 5. Medical Center Partners, Inc. - Due to 4/1/16 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20. 6. Adult Day Center of the Visiting Nurse Assoc. of Somerset County - Due to 1/1/20 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20. 7. Visting Nurse Assoc. of Somerset Hills Community Health Serv Inc - Due to 1/1/20 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20. 8. Visiting Nurse Assoc. of Somerset Hills Home Health and Hospice - Due to 1/1/20 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20. 9. Visting Nurse Association of Somerset Hills, Inc - Due to 1/1/20 merger with Atlantic Health System, trustees consist of those from Atlantic Health System at 12/31/20.”

Form 990, Part VI, Section A, line 6

“As per the by-laws, each of the entities has one "member", that being Atlantic Health System, Inc. There are no other members or classes of membership whatsoever as indicated in the by-laws.”

Form 990, Part VI, Section A, line 7A

“Atlantic Health System, Inc. is the only "member" which wholly owns each of the entities. As a result, Atlantic Health System, Inc. may elect the members of the governing bodies for each of the entities.”

Form 990, Part VI, Section A, line 7B

“Atlantic Health System, Inc. is the only "member" which wholly owns each of the entities. As a result, Atlantic Health System, Inc. approves the decisions of the governing bodies.”

Form 990, Part VI, Section B, line 11B

“The 2020 IRS 990 was distributed to Senior Management and the Board of Trustees for their review. Any comments were addressed accordingly.”

Form 990, Part VI, Section B, line 12C

“We require disclosure of potential conflicts. This policy governs all personnel at Atlantic, including Board Members. Additionally, the Board Committee members must fill out annual disclosures with specific questions regarding potential conflicts. For potential conflicts involving employees, conflicts involving business relationships require prior disclosure and approval by the Compliance Officer (General Counsel). Conflicts involving Board members require approval from the Compliance Officer and the head of the Audit Committee, who may refer those conflicts to the Compliance Committee of the Board. Restrictions are fact-dependent, but may include recusal from deliberations regarding subject matter affected by the conflict.”

Form 990, Part VI, Section B, line 15

“A review of officer compensation by an independent 3rd party (Sullivan Cotter)is completed every year. The most recent survey was conducted in 2020. Officers reviewed include President and Chief Executive Officer ; SVP, Integrated Service Delivery & CEO, Hospital Division SVP, Chief Financial Officer & Chief Administrative Officer SVP, Physician Enterprise SVP, Chief Medical Officer & Chief Academic Officer SVP, Chief Human Resources Officer President, OMC President, MMC President, Western Region President CMC VP, Information Technology VP, Clinical and Business Intelligence SVP, General Counsel VP AHS, President ACO VP, COO Atlantic Medical Group VP, Ambulatory & Post Acute Care VP, Coordinated Care Transitions VP, Insurance Networks VP, Physician Enterprise Strategy VP, Compliance, Privacy & Audit VP, Finance VP, Revenue Cycle VP, Facilities Management and Real Estate VP, Government Affairs VP, Network Planning & Development VP, Integrated Care VP, Marketing & Communications VP, Diversity and Inclusion On behalf of Atlantic Health, Sullivan Cotter conducts an annual total compensation survey based on appropriate comparability data for like positions in like organizations. The results of the survey are presented to the Executive Committee of the board which documents the findings and recommendations in committee minutes. Compensation for key physicians is determined by soliciting salary data from published sources. These salary recommendations are then approved by the Executive Committee of the board.”

Form 990, Part VI, Section C, line 18

“Currently each site of the organization retains copies of the filed Form 990 for the last three years and IRS Form 1023 with the most senior management's assistant. Public disclosure of these Form 990's can be made at any time at each of the organization's sites. In addition, the 990 is posted on the websi "www.foundationcenter.org and "guidestar.org".”

Form 990, Part VI, Section C, line 19

“The organization does not currently make it's financial statements open to public disclosure but the statement of financial position is available by accessing the Form 990. The governing documents and conflict of interest polices are not currently made available to the public.”

Filing and Contact Details

Filer

Filer Name
Atlantic Health System Inc Group Return
EIN
65-1301877
Phone
9736603100
Address
475 South Street ACCTG 920, Morristown, NJ 07960

Signing Officer

Name
Kevin Lenahan
Title
EVP, Chief Bus & Strategy Officer
Phone
9736603166
Signed
2022-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Lenahan
Formed
1996
Legal Domicile
Nj
Voting Board Members
30
Independent Board Members
14
Employees
19,678
Volunteers
2,127

Preparer

Firm
Ernst & Young US LLP
Address
1 Manhattan West, New York, NY 10001
Preparer
Nicole Sokolowski
Phone
2127733000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Investment in Non Controlling Interest 577,827. Change in funded status of benefit plans -19,021,128. Contributions - Temp Restricted Net Assets 39,218,432.”

Financial Statement Notes

Part V, Line 4:

“Temporarily restricted net assets are those funds whose use by the Hospital has been limited by donors to a specific time period and/or purpose. Once the restrictions are satisfied, or have been deemed to have been satisfied, those temporarily restricted net assets are released from restrictions. Temporarily restricted net assets are available and intended for the following purposes: - Research - Construction of the Heart Hospital and other projects - Purchase of plant and equipment - Scholarships and education - Program Services Permanently restricted net assets are restricted to investments to be held in perpetuity, the income from which is expendable to support health care services.”

Part XI, Line 2D - Other Adjustments:

“Net Assets Released From Restriction 21,140,242.”

Part XI, Line 4B - Other Adjustments:

“Physician revenue recorded as an offset in the AFS expenses 30,582,593. Grant revenue recorded as an offset to the AFS expenses 19,266,178. Interest Income -Temp Restricted 1,893,914.”

Part XII, Line 4B - Other Adjustments:

“Revenue recorded as an offset in the AFS expenses 30,582,593. Grant revenue recorded as an offset to the AFS expenses 19,266,178.”

Raw XML AppendixShowing 400 of 3,966 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Brenda Matti-Orozco MD
IRS990/Form990PartVIISectionAGrp/PersonNm4Brian Gragnolati
IRS990/Form990PartVIISectionAGrp/PersonNm5Christopher Amalfitano MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Christopher R Reidy
IRS990/Form990PartVIISectionAGrp/PersonNm7David Ferguson AA Director
IRS990/Form990PartVIISectionAGrp/PersonNm8David Taylor MD
IRS990/Form990PartVIISectionAGrp/PersonNm9Dexter D Earle
IRS990/Form990PartVIISectionAGrp/PersonNm10Domenick Randazzo MD
IRS990/Form990PartVIISectionAGrp/PersonNm11Finn Wentworth
IRS990/Form990PartVIISectionAGrp/PersonNm12Frederico Cerrone MD
IRS990/Form990PartVIISectionAGrp/PersonNm13Gita F Rothschild
IRS990/Form990PartVIISectionAGrp/PersonNm14Grant Parr MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Henry J Driesse
IRS990/Form990PartVIISectionAGrp/PersonNm16John Calicchio MD
IRS990/Form990PartVIISectionAGrp/PersonNm17John F Vigorita MD
IRS990/Form990PartVIISectionAGrp/PersonNm18Katharine Driebe
IRS990/Form990PartVIISectionAGrp/PersonNm19Kevin Lenahan
IRS990/Form990PartVIISectionAGrp/PersonNm20Laura A Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm21Navpreet Minhas MD
IRS990/Form990PartVIISectionAGrp/PersonNm22Peter Bolo MD
IRS990/Form990PartVIISectionAGrp/PersonNm23Richard W Herbst
IRS990/Form990PartVIISectionAGrp/PersonNm24Robert E McCracken
IRS990/Form990PartVIISectionAGrp/PersonNm25Sean Nicholson
IRS990/Form990PartVIISectionAGrp/PersonNm26Seth Stoller MD
IRS990/Form990PartVIISectionAGrp/PersonNm27Sheilah O'Halloran
IRS990/Form990PartVIISectionAGrp/PersonNm28Thomas Zaubler MD
IRS990/Form990PartVIISectionAGrp/PersonNm29Unjeria Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm30Alan Lieber
IRS990/Form990PartVIISectionAGrp/PersonNm31Amy Perry
IRS990/Form990PartVIISectionAGrp/PersonNm32Christopher Herzog
IRS990/Form990PartVIISectionAGrp/PersonNm33Christopher Zipp MD
IRS990/Form990PartVIISectionAGrp/PersonNm34Greg Mulford MD
IRS990/Form990PartVIISectionAGrp/PersonNm35Jan Schwartz-Miller MD
IRS990/Form990PartVIISectionAGrp/PersonNm36Nichell Sumpter
IRS990/Form990PartVIISectionAGrp/PersonNm37Patricia O'Keefe
IRS990/Form990PartVIISectionAGrp/PersonNm38Robert Adams Jr
IRS990/Form990PartVIISectionAGrp/PersonNm39Stephanie Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm40Steven Sheris MD
IRS990/Form990PartVIISectionAGrp/PersonNm41Eric Whitman MD
IRS990/Form990PartVIISectionAGrp/PersonNm42James Wittig MD
IRS990/Form990PartVIISectionAGrp/PersonNm43Rolando Rolandelli MD
IRS990/Form990PartVIISectionAGrp/PersonNm44Eric Lazar MD
IRS990/Form990PartVIISectionAGrp/PersonNm45James Gardner MD
IRS990/Form990PartVIISectionAGrp/PersonNm46Mark Widmann
IRS990/Form990PartVIISectionAGrp/PersonNm47Paul Starker MD
IRS990/Form990PartVIISectionAGrp/PersonNm48Philippe Genereux MD
IRS990/Form990PartVIISectionAGrp/PersonNm49Richard Oths
IRS990/Form990PartVIISectionAGrp/PersonNm50Joseph Di Paolo
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Filings

Displayed year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,017,677,177
Liabilities
$2,418,830,735
Net assets
$2,598,846,442
Revenue
$3,254,347,552
Expenses
$3,049,595,629
Net income
$204,751,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6,326$2,681$3,644$4,764$4,460$304
2023Detailed filing. Detailed filing data is available for this year.$6,065$2,664$3,400$4,239$4,015$224
2022Detailed filing. Detailed filing data is available for this year.$5,606$2,780$2,826$3,872$3,679$194
2021Detailed filing. Detailed filing data is available for this year.$6,054$2,843$3,211$3,749$3,322$427
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,018$2,419$2,599$3,254$3,050$205
2019Detailed filing. Detailed filing data is available for this year.$4,156$1,876$2,280$3,192$2,960$232
2018Detailed filing. Detailed filing data is available for this year.$3,433$1,610$1,823$2,911$2,781$130
2017Detailed filing. Detailed filing data is available for this year.$3,394$1,602$1,793$2,636$2,484$152
2016Detailed filing. Detailed filing data is available for this year.$2,857$1,385$1,472$2,577$2,479$98.6
2015Detailed filing. Detailed filing data is available for this year.$2,614$1,280$1,334$2,343$2,233$111
2014Detailed filing. Detailed filing data is available for this year.$2,439$1,172$1,267$2,156$1,980$175
2013Detailed filing. Detailed filing data is available for this year.$2,125$938$1,187$1,683$1,615$67.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,970$1,071$898$1,507
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,862$1,099$763$1,433
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,437$750$687$1,228