2024-11-14T17:48:21-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 830699401 MATHENY VEBA PLAN AND TRUST MATH 9082340011 65 HIGHLAND AVENUE PEAPACK NJ 07977 WILLIAM M KENT PRESIDENT/CEO 9082340011 2024-11-04 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-04 2023 2024-10-15 13:58:12Z WILLIAM M KENT 65 HIGHLAND AVENUE PEAPACK NJ 07977 6374589 0 X N/A X 2018 NJ TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES. 1 1 0 0 0 0 0 0 5625000 6370000 3274 4589 0 0 5628274 6374589 0 0 4884852 5175137 1594 359 0 0 0 975032 1308815 5861478 6484311 -233204 -109722 161389 51667 0 0 161389 51667 X THE PLAN SPONSOR'S PURPOSE IN ESTABLISHING THE PLAN IS TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES AND TO HELP DEFRAY THE FINANCIAL EFFECTS ARISING FROM INJURY OR SICKNESS. TO ACCOMPLISH THIS PURPOSE, THE PLAN SPONSOR MUST BE MINDFUL OF THE NEED TO CONTROL AND MINIMIZE HEALTH CARE COSTS THROUGH INNOVATIVE AND EFFICIENT PLAN DESIGN AND COST CONTAINMENT PROVISIONS, AND OF ABIDING BY THE TERMS OF THE PLAN DOCUMENT, TO ALLOW THE PLAN SPONSOR TO EFFECTIVELY ASSIGN THE RESOURCES AVAILABLE TO HELP PARTICIPANTS IN THE PLAN TO THE MAXIMUM FEASIBLE EXTENT. 0 0 TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES AND TO HELP DEFRAY THE FINANCIAL EFFECTS ARISING FROM INJURY OR SICKNESS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ALLISON LIGORI 9082340011 65 HIGHLAND AVENUE PEAPACK NJ 07977 HAND BENEFITS & TRUST COMPANY TRUSTEE 1.00 0.00 X 359 0 0 359 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 6370000 6370000 6370000 4589 4589 6374589 6370000 0 4589 5175137 359 PLAN ADMINISTRATION 1308815 6484311 161389 51667 161389 51667 0 0 X 0 0 0 0 161389 51667 161389 51667 161389 51667 -109722 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE, NO MINUTES WERE PREPARED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY ALL MATHENY BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES AS WELL AS ANY IDENTIFIED STAFF. THE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR MONITORING THIS PROCESS. A COMMITTEE CONSISTING OF THE VP'S OF FINANCE, HR, OPERATIONS, PATIENT CARE, SAFETY AND THE COMPLIANCE OFFICER REVIEWS AND ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED. THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE PRESIDENT OR HIS/HER DESIGNEE REGARDING APPROPRIATE STEPS TO BE TAKEN TO ELIMINATE THE POTENTIAL EFFECT OF THE CONFLICT OF INTEREST ON INDEPENDENCE OF JUDGMENT OR PATIENT SAFETY AND QUALITY OF PATIENT CARE. THE PRESIDENT OR HIS/HER DESIGNEE SHALL EVALUATE THE COMMITTEE'S RECOMMENDATION AND SHALL DIRECT THE STEPS NECESSARY. THE COMMITTEE KEEPS WRITTEN MINUTES OF THEIR MEETINGS WHICH INCLUDE IDENTIFIED CONFLICTS, THE NATURE OF THE CONFLICT, THE CONTENT OF THE DISCUSSION, AND THE NECESSARY ACTIONS TO BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE MATHENY SCHOOL AND HOSPITAL INC 65 HIGHLAND AVENUE PEAPACK NJ 07977 221482276 PROVIDE SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES NJ 501(C)(3) LINE 3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0