MONTEFIORE HEALTH SYSTEM INC Charity Report

Public IRS 990 nonprofit record

MONTEFIORE HEALTH SYSTEM INC

EIN 20-1615393 · Support N.E.C. (E19)

What they do

to HEAL, to TEACH, to DISCOVER and to ADVANCE THE HEALTH of THE COMMUNITIES WE SERVE. MONTEFIORE BUILDS UPON OUR RICH HISTORY of MEDICAL INNOVATION and COMMUNITY SERVICE to IMPROVE THE LIVES of THOSE IN OUR CARE. OUR MISSION is EXEMPLIFIED IN OUR EXCEPTIONAL, COMPASSIONATE CARE and DEDICATION to IMPROVE THE WELL-BEING of THOSE WE SERVE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders45 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.64%of revenue went to mission work71.1% of expenses · Program services

$112.02spent for every $100 of revenueSpending was higher than revenue this year.

32.38%of revenue went to management and office costs28.9% of expenses

$2.47in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $46,043,586 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $3,398,120 for PETER SEMCZUK (SVP & EXECUTIVE DIRECTOR MOSES & WAKEFIELD CAMPUSE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$383,138,560

Mission workProgram services$305,137,78479.64% of revenue71.1% of expenses

ManagementOffice and general costs$124,044,36232.38% of revenue28.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$429,182,146112.02% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 71.1% mission · 28.9% management · 0.0% fundraisingTotal expenses: 112.02% of revenue

2023Expense mix: 72.6% mission · 27.4% management · 0.0% fundraisingTotal expenses: 112.99% of revenue

2022Expense mix: 72.9% mission · 27.1% management · 0.0% fundraisingTotal expenses: 107.62% of revenue

2021Expense mix: 70.5% mission · 29.5% management · 0.0% fundraisingTotal expenses: 121.45% of revenue

2020Expense mix: 72.7% mission · 27.3% management · 0.0% fundraisingTotal expenses: 112.43% of revenue

2019Expense mix: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 101.44% of revenue

2018Expense mix: 86.5% mission · 13.5% management · 0.0% fundraisingTotal expenses: 75.30% of revenue

2017Expense mix: 86.5% mission · 13.5% management · 0.0% fundraisingTotal expenses: 78.16% of revenue

Money in and money out

Revenue$383,138,560

Expenses$429,182,146

Annual shortfall $46,043,586 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$305,137,784 · 71.1% of expenses

Management and office costs$124,044,362 · 28.9% of expenses

See all reported dollar amounts

Revenue$383,138,560

Expenses$429,182,146

Assets$1,060,948,058

Income$383,138,560

Contributions$100,000

Mission work (program services)$305,137,784

Management and general$124,044,362

Executive compensation (total)$2,166,916

Accounting fees$1,980,107

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PETER SEMCZUKSVP & EXECUTIVE DIRECTOR MOSES & WAKEFIELD CAMPUSE $3,398,120Base $2,720,377 · Other $677,743

SUSAN GREEN-LORENZEN RNSYSTEM SENIOR VP-OPERATIONS · 2 hrs/week $3,118,181Base $3,093,931 · Other $24,250

ANDREW RACINE MDSVP & CHIEF MEDICAL OFFICER $2,182,369Base $2,131,426 · Other $50,943

STEPHEN ROSENTHALSVP-NET POPULATION HEALTH MGMT $1,483,459Base $1,432,692 · Other $50,767

DEEPESH CHANDRASVP & CHIEF INFORMATION OFFICER $970,258

JOHN J FREDAHOUSE STAFF $958,982Base $907,576 · Other $51,406

PHILIP O OZUAH MDPRESIDENT & CEO · 2 hrs/week $50,767Base · Other $50,767

CHRISTOPHER PANCZNERASSISTANT SECRETARY · 2 hrs/week $47,673Base · Other $47,673

COLLEEN BLYEEXEC VP & CFO · 5 hrs/week $31,364Base · Other $31,364

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (45)

PETER SEMCZUKSVP & EXECUTIVE DIRECTOR MOSES & WAKEFIELD CAMPUSE

SUSAN GREEN-LORENZEN RNSYSTEM SENIOR VP-OPERATIONS

ANDREW RACINE MDSVP & CHIEF MEDICAL OFFICER

STEPHEN ROSENTHALSVP-NET POPULATION HEALTH MGMT

DEEPESH CHANDRASVP & CHIEF INFORMATION OFFICER

JOHN J FREDAHOUSE STAFF

PHILIP O OZUAH MDPRESIDENT & CEO

CHRISTOPHER PANCZNERASSISTANT SECRETARY

COLLEEN BLYEEXEC VP & CFO

NATHAN GANTCHERTRUSTEE

JONATHAN A LIPTONTRUSTEE

MELISSA CERIALETRUSTEE

MATTHEW H NORDTRUSTEE

MARGARET S NATHANTRUSTEE

LEWIS HENKINDTRUSTEE

LAURENCE SMITHTRUSTEE

JOHN HEFFERTRUSTEE

PATRICIA BAUMANTRUSTEE (DECEASED 3/26/2024)

PATRICIA GREENTRUSTEE

PETER M LEHRERTRUSTEE

RONALD L MOELISTRUSTEE

RUTH L GOTTESMAN EDDTRUSTEE

STACEY R LANETRUSTEE

THOMAS L HARRISONTRUSTEE

WILLIAM S NULLTRUSTEE

ELLEN BRESLOW NEWHOUSETRUSTEE

ALISA R DOCTOROFFTRUSTEE

ALLEN M SPIEGEL MDTRUSTEE

BARRY S BLATTMANTRUSTEE

BRUCE DONIGERTRUSTEE

CATHERINE KLEMAVICE CHAIR

DANIEL R TISHMANTRUSTEE

DAVID B KEIDANTRUSTEE

DOUGLAS F EISENBERGTRUSTEE

EDWIN H STERN IIITRUSTEE

JON W ROTENSTREICHTRUSTEE

EMANUEL CHIRICOTREASURER

GAYLE F ROBINSONTRUSTEE

HELEN A JOHNSONTRUSTEE

JAMES M BUTLERCHAIRMAN

JAY B ABRAMSONTRUSTEE

JENNIE EMILTRUSTEE

JOEL BRAUNTRUSTEE

ALAN N SUNATRUSTEE

JOHN P GUTFREUNDTRUSTEE

About this charity

Recognized since: January 2005
Location: 555 SOUTH BROADWAY BLDG A FL 1, TARRYTOWN, NY 105916301
County: Westchester
In care of: Colleen Blye
Primary officer: Colleen Blye, EXEC V.P. & C.F.O.

How to reach them

WebsiteVisit the charity’s website Phone(914) 349-8455

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Support N.E.C. (E19)
IRS tax category: Support N.E.C.