JFK Health System

Legal name: Hartwyck at Oak Tree Inc

Nonprofit profile at a glance

EIN
222666023
IRS 990 coverage
2010–2017
Official website data refreshed
Sep 2026
Forms available
Form 990 2017
Location
Neptune, NJ, USA
Phone
7327513361
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Health Systems

Official website

Reported finances

Revenue
$35,763,522
Expenses
$40,591,294
Assets
$16,398,664
Liabilities
$23,647,342

Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

16 people listed

Highest reported compensation

  • RAYMOND F FREDERICKS (TRUSTEE; EX-OFFICIO): $2,691,629 total reported compensation
  • RICHARD C SMITH (SENIOR VP & CFO): $824,267 total reported compensation
  • THOMAS LANKEY (SENIOR VP & COO LT CARE): $476,744 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

What it reported doing in 2017

Hartwyck at oak tree, inc. Provides housing, healthcare and other related services to its residents.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and the required major-donor schedule is missing or incomplete.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 49
  • Accountability: 85
  • Sustainability: 15
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 89.2%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 9th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: No; rating input score 0
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 75%; rating input score 75; 14th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -13.5%; rating input score 5; 5th percentile among comparable filings
  • Total-asset coverage ratio: 0.4; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 1.44; rating input score 3; 3rd percentile among comparable filings
  • Officer compensation ratio: 2.5%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 0.1% per year; rating input score 100; 20th percentile among comparable filings
  • Revenue growth: -0.5% per year; rating input score 0; 13th percentile among comparable filings
  • Asset growth: -6.9% per year; rating input score 0; 4th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 89.2% of spending went to programs
  • Governance: 6 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $36.2M in reported program spending
  • Leadership: top reported pay $2.7M · 16 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $7.3M reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 8 filing years from 2010 to 2017
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 20 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Transparency & Controls: Major donor itemization scored 0/100.
  • High — Sustainability: Operating margin scored 5/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 3/100.
  • Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.