2018-11-14T21:31:14-06:00 2017-12-31 ERNST & YOUNG US LLP 5 TIMES SQUARE NEW YORK NY 10036 990 2017-01-01 010649794 HACKENSACK MERIDIAN HEALTH INC-SUBORDINATES % ROBERT L GLENNING HACK 7327513361 C/O TAX DEPT 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 ROBERT L GLENNING PRES FIN&IT SVC/CFO 8488884405 2018-11-14 true LAURA KIELCZEWSKI P00740769 2127733000 67.162.74.245 26308520183185000134 2018-11-14 P 582F47EFACDD6166E52205D1FBFEA2601660FA18 42D26865FF540D3EA6F803EEB3CCA5BB79F92251 2017 2019-02-21 02:37:17Z JOHN K LLOYDROBERT C GARRETT C/O TAX DEPT 1350 CAMPUS PARK NEPTUNE NJ 07753 2579159338 true true 3827 X WWW.HACKENSACKMERIDIANHEALTH.ORG X THE ORGANIZATIONS ARE COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES. 247 191 19775 3851 5065376 -1051738 50279019 67099961 2377954130 2450131425 40109498 30945554 22063856 19192158 2490406503 2567369098 2118515 86486262 0 0 1150037345 1251450045 160000 158064 13554939 1086883235 1042621497 2239199095 2380715868 251207408 186653230 3379438327 3503673072 1623786958 1439387900 1755651369 2064285172 X THE ORGANIZATIONS ARE COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES. PLEASE REFER TO SCHEDULE H, PART VI, QUESTION 5 FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 148198659 0 151714267 PROVIDING MEDICALLY NECESSARY SURGICAL SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2017, THERE WERE 48,911 SURGICAL CASES. 142562116 0 143093940 PROVIDING MEDICALLY NECESSARY ORTHOPEDIC SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2017, THERE WERE 6,826 ORTHOPEDIC CASES. 132872648 0 140873466 PROVIDING MEDICALLY NECESSARY CARDIAC SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2017, THERE WERE 12,072 CARDIAC CASES. 1254244676 86486262 2014449752 1677878099 true true false true false false false false false true true false true true true true false true true false true false false true true true true true true true true false false false false false false true false true false false false true true true false false false true 1875 15 true 19775 true true true true CJ BD false false false true true false false false false false X 247 191 true false false false true true true true true false false true true true true true true true true true true NJ X ROBERT L GLENNING 8488884405 343 THORNALL STREET EDISON NJ 08837 X Thomas J Kononowitz Chairperson/Trustee 6.0 3.0 X X 0 0 0 William Lawless PhD Vice Chairperson/ Trustee 3.0 0.0 X X 0 0 0 Meredyth R Armitage Secretary/Trustee 3.0 0.0 X X 0 0 0 Joseph Mancini Treasurer/Trustee 3.0 0.0 X X 0 0 0 Steven G Littleson President, MHC/Trustee 52.0 8.0 X X 1804178 0 241857 Peter S Reinhart Esq Imm Past Chairperson/Trustee 3.0 3.0 X 0 0 0 Kathleen T Ellis Trustee 3.0 3.0 X 0 0 0 Susan Hassmiller RN PhD Trustee 3.0 0.0 X 0 0 0 Luke Kealy Esq Trustee 3.0 0.0 X 0 0 0 Ashokvardhan Veldanda MD Trustee 3.0 0.0 X 11500 0 0 Peter H Wegener Esq Trustee 3.0 3.0 X 0 0 0 Serena DiMaso Esq Trustee 9.0 0.0 X 0 0 0 Joseph Jankowski Trustee 3.0 0.0 X 0 0 0 Said Samra MD Trustee 3.0 0.0 X 0 0 0 Peter S Falvo Jr Esq Trustee 6.0 0.0 X 0 0 0 Gordon N Litwin Esq Trustee 18.0 3.0 X 0 0 0 Ramon Solhkhah MD Trustee 3.0 0.0 X 0 0 0 Robert C Garrett Trustee/CO-CEO 30.0 30.0 X X 0 3847854 847578 John K Lloyd FACHE Trustee/CO-CEO 54.0 6.0 X X 3509320 0 883921 Steven P Lisser MD Trustee 6.0 0.0 X 43125 0 0 Michael F Lospinuso MD FACS Trustee 3.0 3.0 X 170800 0 0 Bonnie Robinson-Gallaro MD Trustee 3.0 0.0 X 0 0 0 Cornelius Gallagher MD Trustee 3.0 0.0 X 46890 0 0 Lynn Bezpalko DO Trustee 3.0 0.0 X 68675 0 0 Gregorio Guillen MD Trustee 3.0 0.0 X 0 0 0 Theresa De Leon JD Chairperson/Trustee 6.0 3.0 X X 0 0 0 Andrew Horowitz Vice Chairperson/ Trustee 6.0 0.0 X X 0 0 0 Kevin O'Connor Secretary/Trustee 6.0 0.0 X X 0 0 0 Leonard Lauricella Treasurer/Trustee 6.0 0.0 X X 0 0 0 Anthony J Passannante Jr MD President, PMC/Trustee 52.0 3.0 X X 730896 0 18246 Suri Ponamgi MD Trustee 9.0 0.0 X 0 33500 0 Aida Capo MD Trustee 6.0 0.0 X 0 0 0 Jeffrey Raskin MD Trustee 6.0 0.0 X 0 0 0 Alexander Duran Trustee 9.0 0.0 X 0 0 0 Thomas M Eastwick Trustee 9.0 0.0 X 0 0 0 John C Meditz Trustee 12.0 0.0 X 0 0 0 Constantine Potamianos Esq Trustee 6.0 0.0 X 0 0 0 Dennis Robinson Trustee 15.0 0.0 X 0 0 0 Mario Marghella Trustee 6.0 0.0 X 0 0 0 Lillian Sonnenschein Trustee 6.0 0.0 X 0 0 0 Mayor Richard Turner Trustee 6.0 0.0 X 0 0 0 Thomas M Venino Jr Esq Trustee 6.0 0.0 X 0 0 0 Howard M Shiffman Trustee 6.0 0.0 X 0 0 0 Joseph M Lemaire Treasurer/Trustee 55.0 0.0 X X 2216655 0 100868 David M Epstein Esq Chairperson/Trustee 9.0 0.0 X X 0 0 0 Ulises Diaz Vice Chairperson/ Trustee 12.0 0.0 X X 0 0 0 Gloria Martini Secretary/Treasurer/Trustee 12.0 3.0 X X 0 0 0 Maris Lown Trustee 9.0 0.0 X 0 0 0 Christopher Maher Trustee 9.0 0.0 X 0 0 0 Katherine York Trustee 9.0 0.0 X 0 0 0 Joseph Simunovich Trustee 18.0 6.0 X 0 0 0 Andrew Citron MD Chairperson/Trustee 6.0 0.0 X X 0 0 0 Robert G Harms Vice Chairperson/ Trustee 6.0 0.0 X X 0 0 0 Steven M Scopellite Secretary/Trustee 6.0 0.0 X X 0 0 0 Joseph E Stampe President/Trustee 55.0 0.0 X X 573448 0 105800 Thomas J Dolan Trustee 6.0 3.0 X 0 0 0 Louis John Dughi Esq Trustee 6.0 0.0 X 0 0 0 Walter R Earle II Trustee 6.0 0.0 X 0 0 0 James J Elek Trustee 6.0 0.0 X 0 0 0 John A Giunco Jr Esq Trustee 9.0 0.0 X 0 0 0 Deborah Mathis Trustee 6.0 0.0 X 0 0 0 Nancy Mulheren Trustee 6.0 0.0 X 0 0 0 Philip J Scaduto Trustee 6.0 0.0 X 0 0 0 Carol Stillwell Trustee 6.0 0.0 X 0 0 0 Lawrence R Inserra Jr Chairperson/Trustee 3.0 6.0 X X 0 0 0 Richard W Henning Vice Chairperson/ Trustee 3.0 3.0 X X 0 0 0 Ihor S Sawczuk MD President, HUMC/Trustee 3.0 52.0 X X 0 2185067 237895 Jon M Fitzgerald Chief Dev Off,HUMC/Trustee 3.0 52.0 X X 0 760095 68098 James P Andersen Trustee 3.0 0.0 X 0 0 0 John Apovian MD Trustee 3.0 0.0 X 0 27211 52279 Mitchell Baker Trustee 3.0 0.0 X 0 0 0 James R Beattie Esq Trustee 3.0 0.0 X 0 0 0 Bruce G Bohuny Trustee 3.0 0.0 X 0 0 0 Stephen T Boswell PhD PE SECB Trustee 3.0 6.0 X 0 0 0 Nick Cangialosi Trustee 3.0 0.0 X 0 0 0 Heather Choi Trustee 3.0 0.0 X 0 0 0 Kevin J Collins Esq Trustee 3.0 0.0 X 0 0 0 George T Croonquist Trustee 6.0 0.0 X 0 0 0 G Thomas Croonquist Jr Trustee 3.0 0.0 X 0 0 0 William Cunningham Trustee 3.0 0.0 X 0 0 0 Vincent Curatola Trustee 3.0 0.0 X 0 0 0 Donald N Dinallo Trustee 3.0 0.0 X 0 0 0 Michael Geary Trustee 3.0 0.0 X 0 0 0 Kristen Gerhard Trustee 3.0 0.0 X 0 0 0 Peter C Gerhard Trustee 3.0 3.0 X 0 0 0 Matthew A Golson Trustee 3.0 0.0 X 0 0 0 Gail Gordon Esq Trustee 3.0 0.0 X 0 0 0 Michael Gross MD Trustee 3.0 0.0 X 0 0 0 Peter A Gross MD Trustee 3.0 0.0 X 0 0 0 William C Hanson Trustee 3.0 0.0 X 0 0 0 Robert S Hekemian Jr Trustee 3.0 0.0 X 0 0 0 Tim Hodges Trustee 3.0 0.0 X 0 0 0 Frank C Holtham Jr Trustee 3.0 0.0 X 0 0 0 Richard Hubschman Jr Esq Trustee 3.0 0.0 X 0 0 0 Dante A Implicito MD Trustee 3.0 0.0 X 0 0 0 Jill Joyce Trustee 6.0 0.0 X 0 0 0 Martin W Kafafian Esq Trustee 3.0 0.0 X 0 0 0 Sandra Keary Trustee 3.0 0.0 X 0 0 0 Sandra Kissler Trustee 3.0 0.0 X 0 0 0 Thomas Langbein Trustee 3.0 0.0 X 0 0 0 Jerrold Langer Trustee 3.0 0.0 X 0 0 0 Patricia K Low Trustee 3.0 0.0 X 0 0 0 Michael S McGeary Trustee 3.0 0.0 X 0 0 0 Brian McLaughlin Trustee 3.0 0.0 X 0 0 0 Nicholas Minicucci Jr Trustee 3.0 0.0 X 0 0 0 Jack K Murray Trustee 3.0 0.0 X 0 0 0 William J Murray Trustee 3.0 3.0 X 0 0 0 James R Napolitano Esq Trustee 3.0 3.0 X 0 0 0 Robert E O'Hara III Trustee 6.0 3.0 X 0 0 0 Samuel S Raia Trustee 3.0 0.0 X 0 0 0 Sarita Rastogi MD Trustee 3.0 3.0 X 0 45000 0 Julia Recaman Trustee 3.0 0.0 X 0 0 0 Joseph P Riccardo Trustee 3.0 0.0 X 0 0 0 Joseph A Rizzi Esq Trustee 3.0 0.0 X 0 0 0 David T Robertson Esq Trustee 3.0 0.0 X 0 0 0 Christopher A Rotio Trustee 3.0 0.0 X 0 0 0 Andrew Rubenstein MD Trustee 3.0 52.0 X 0 256600 6650 Ann Marie Saccaro Trustee 3.0 3.0 X 0 0 0 Thomas Salazer MD Trustee 3.0 52.0 X 0 122285 1850 David Sanzari Trustee 6.0 0.0 X 0 0 0 Anthony Scardino Jr Trustee 3.0 0.0 X 0 0 0 Carol D Schaefer Trustee 3.0 0.0 X 0 0 0 Charles V Schaefer III Trustee 3.0 0.0 X 0 0 0 Elyssa Schecter Trustee 3.0 0.0 X 0 0 0 John A Schepisi Esq Trustee 3.0 0.0 X 0 0 0 Mark D Schlesinger MD Trustee 3.0 52.0 X 0 143522 20645 Charles H Shotmeyer Trustee 3.0 0.0 X 0 0 0 Phil Simms Trustee 3.0 0.0 X 0 0 0 Rosemarie J Sorce Trustee 3.0 3.0 X 0 0 0 Deborah A Stone Trustee 3.0 0.0 X 0 0 0 Anthony C Taccetta Jr Trustee 6.0 0.0 X 0 0 0 Scott Tarriff Trustee 3.0 3.0 X 0 0 0 Samuel Toscano Jr Trustee 3.0 3.0 X 0 0 0 Christopher Turner Trustee 3.0 0.0 X 0 0 0 Frank J Vuono Trustee 3.0 3.0 X 0 0 0 Joanne Wexler Trustee 3.0 3.0 X 0 0 0 John F Reinhardt Secretary/Trustee 3.0 0.0 X X 0 0 0 Eric M Kirsch CFA Treasurer/Trustee 3.0 0.0 X X 0 0 0 Paul Huegel Sr Exec Dir, JSUMCF/Trustee 55.0 0.0 X X 238833 0 25561 T Burt Barham Trustee 3.0 0.0 X 0 0 0 Suzanne Citron Trustee 3.0 0.0 X 0 0 0 J Scott Ferguson Trustee 3.0 0.0 X 0 0 0 Karen A Goldblatt Trustee 3.0 0.0 X 0 0 0 Stephan C Lowy Trustee 3.0 0.0 X 0 0 0 Robert W Mullen Trustee 3.0 0.0 X 0 0 0 Kenneth D Nahum DO Trustee 3.0 0.0 X 24512 0 0 Richard M Neibart MD Trustee 3.0 0.0 X 0 0 0 Philip L Perricone Trustee 3.0 0.0 X 0 0 0 Kenneth N Sable MD Trustee - PRESIDENT JSUMC 25.0 30.0 X X 1169877 0 178526 Robert Smith Trustee 3.0 0.0 X 0 0 0 Robert L Sweeney DO Trustee 3.0 0.0 X 19000 0 0 Pamela N Talarico Trustee 3.0 0.0 X 0 0 0 Marilyn G Trapani Trustee 3.0 0.0 X 0 0 0 Peter T Roselle Secretary/Trustee 3.0 0.0 X X 0 0 0 Jonathan B Schultz Treasurer/Trustee 3.0 0.0 X X 0 0 0 Joseph Albertelli Trustee 3.0 0.0 X 0 0 0 Hilary DiPiero Trustee 3.0 0.0 X 0 0 0 Negin Noorchashm Griffith MD Trustee 3.0 0.0 X 0 0 0 Mary Vaden Hall Trustee 3.0 0.0 X 0 0 0 Leslie Hitchner Trustee 3.0 0.0 X 0 0 0 Timothy J Hogan FACHE Trustee - PRESIDENT RMC & BMC 55.0 0.0 X X 1080864 0 166089 Charles E Komar Trustee 3.0 0.0 X 0 0 0 Robert Morris Trustee 3.0 0.0 X 0 0 0 Brian N Nelson Esq Trustee 3.0 0.0 X 0 0 0 Robert M Rechnitz Trustee 3.0 0.0 X 0 0 0 Shawn Reynolds Trustee 3.0 0.0 X 0 0 0 Margaret Riker Trustee 3.0 0.0 X 0 0 0 John D Royall MD Trustee 50.0 5.0 X 401752 52008 10608 Siran Sahakian Trustee 3.0 0.0 X 0 0 0 Richard J Saker Trustee 3.0 0.0 X 0 0 0 Danielle Sherwood-Schultz Trustee 3.0 0.0 X 0 0 0 Jennifer L Smith Trustee - EXEC DIR RMCF & BMCF 55.0 0.0 X X 220919 0 40529 Benedict J Torcivia Jr Trustee 3.0 0.0 X 0 0 0 Michael Walker Trustee 3.0 0.0 X 0 0 0 Holly R Hubbell Lonsdale Secretary/Trustee 3.0 0.0 X X 0 0 0 Edward J Dimon Esq Treasurer/Trustee 3.0 0.0 X X 0 0 0 Matthew Lang Sr Exec Dir, OMCF/Trustee 55.0 0.0 X X 130733 0 31826 Joseph P Bogdan MD Trustee 3.0 0.0 X 0 0 0 Harriet Donnelly Trustee 3.0 0.0 X 0 0 0 Jereme Kokes Trustee 3.0 0.0 X 0 0 0 Thomas R Lake III MD Trustee 3.0 0.0 X 21900 0 0 Dean Q Lin Trustee - PRESIDENT OMC 55.0 0.0 X X 903078 0 139892 Russell J Lucas Trustee 3.0 0.0 X 0 0 0 Arthur K Mark MD Trustee 3.0 0.0 X 30312 0 0 Peter Mencel MD Trustee 3.0 0.0 X 0 0 0 Ali Moosvi MD Trustee 3.0 0.0 X 0 0 0 Gary Pieringer Trustee 3.0 0.0 X 0 0 0 Matt Regan Trustee 3.0 0.0 X 0 0 0 John Visceglia Trustee 3.0 0.0 X 0 0 0 Joan M Hart Secretary/Trustee 3.0 0.0 X X 0 0 0 Joseph T O'Donnell Treasurer/Trustee 3.0 0.0 X X 0 0 0 Michael Aaron DO Trustee 3.0 0.0 X 0 0 0 Paul Chung MD Trustee 55.0 0.0 X 486207 0 41917 Brian Holloway Jr Trustee 3.0 0.0 X 0 0 0 John Imperato Trustee 3.0 0.0 X 0 0 0 Sean Kauffman Trustee 3.0 0.0 X 0 0 0 Joseph P Lattanzi MD Trustee 3.0 0.0 X 0 0 0 Angela Ominski Trustee 3.0 0.0 X 0 0 0 Robert R Stohrer Trustee 3.0 0.0 X 0 0 0 Karl W Strom MD Trustee 3.0 0.0 X 0 0 0 Thomas Yu MD Trustee 3.0 0.0 X 5000 0 0 Edward Walters Jr Trustee 3.0 0.0 X 0 0 0 David Wyrsch Jr Trustee 3.0 0.0 X 0 0 0 Robert Adams Trustee - PRESIDENT SOMC 55.0 0.0 X X 403080 0 94871 James Young Trustee 55.0 0.0 X 149305 0 30520 Evaristo Stanziale Treasurer/Trustee 3.0 0.0 X X 0 0 0 Gaurav Baveja Trustee 3.0 0.0 X 0 0 0 Gregory A Buontempo Trustee 3.0 0.0 X 0 0 0 Moon Choo Trustee 3.0 0.0 X 0 0 0 Angelo DeRosa Trustee 3.0 0.0 X 0 0 0 Mollie Giamanco Trustee 3.0 0.0 X 0 0 0 Vincent Hager Trustee 3.0 0.0 X 0 0 0 Richard Kolber Trustee 3.0 0.0 X 0 0 0 Christian Peter Trustee 3.0 0.0 X 0 0 0 Adrian M Pristas MD Trustee 55.0 0.0 X 148853 0 15109 Andrij Rudko Trustee 3.0 0.0 X 0 0 0 Asaad Hani Samra MD Trustee 3.0 0.0 X 42224 0 0 Jason Savarese Trustee 3.0 0.0 X 0 0 0 Christopher M Striano Trustee 3.0 0.0 X 0 0 0 David Lee Hernandez Jr Vice Chairperson/ Trustee 3.0 0.0 X X 0 0 0 Surender M Grover MD Secretary/Trustee 3.0 0.0 X X 0 34400 0 Jessica Smith Treasurer/Trustee 3.0 0.0 X X 0 0 0 Linda Hill Exec Director, RBHCF/Trustee 55.0 0.0 X X 192912 0 7351 Dominick A Cama Trustee 3.0 0.0 X 0 0 0 Steven Rogers Trustee 3.0 0.0 X 0 0 0 Barry Rosengarten Trustee 3.0 0.0 X 0 0 0 Michael R D'Agnes FACHE Trustee 55.0 0.0 X 1003447 0 15963 Joseph Burt Exec Director, PMCF/Trustee 55.0 0.0 X X 256525 0 25141 Patricia Fuller Trustee 3.0 0.0 X 0 0 0 Blanca N Mankiewicz Trustee 3.0 0.0 X 0 0 0 Alejandra Pazmino Trustee 3.0 0.0 X 0 0 0 Howard Shiffman Trustee 3.0 0.0 X 0 0 0 Louis Zayas Trustee 3.0 0.0 X 0 0 0 Martin M Barger Esq Chairperson/Trustee 3.0 0.0 X X 0 0 0 Joseph Basralian Vice Chairperson/ Trustee 3.0 0.0 X X 0 0 0 Richard Branca Secretary/Treasurer/Trustee 3.0 0.0 X X 0 0 0 Joseph M Sanzari Chairperson/Trustee 3.0 3.0 X X 0 0 0 J Fletcher Creamer Jr Trustee 3.0 3.0 X 0 0 0 Richard M Winters MD Trustee 3.0 0.0 X 0 0 0 Alfred J Schiavetti Jr Chairperson/Trustee 3.0 3.0 X X 0 0 0 William A Kozy Vice Chairperson/Trustee 3.0 3.0 X X 0 0 0 William Crane Secretary/Treasurer/Trustee 3.0 3.0 X X 0 0 0 James Bollerman Trustee 3.0 3.0 X 0 0 0 James Kirkos Trustee 3.0 0.0 X 0 0 0 James Renna Trustee 3.0 0.0 X 0 0 0 William V Hickey Trustee 3.0 3.0 X 0 0 0 Philip Perricone Trustee 3.0 0.0 X 0 0 0 Bruce J Markowitz Trustee, Pres PMC(Term 7/1/17) 55.0 0.0 X X 1724374 0 109231 Robert L Glenning Pres, Financial Svcs Div, CFO 5.0 50.0 X 0 2029801 481689 Andrew L Pecora MD Pres, Phys. Svcs Div, CIO 5.0 50.0 X 0 1691530 296407 Patrick Young Pres, Pop Health Solutions 47.0 8.0 X 1384205 0 164193 James Blazar EVP, Chief Strategy Officer 5.0 50.0 X 0 1209822 278926 Audrey C Murphy RN Esq EVP, General Councel, Hospital 5.0 50.0 X 0 1126364 279558 Ann B Gavzy Esq EVP, General Councel, Network 47.0 8.0 X 1108333 0 166570 Nancy Corcoran-Davidoff EVP, Chief Experience Officer 5.0 50.0 X 0 1060793 298050 Catherine Ainora EVP, Chief Integration Officer 5.0 50.0 X 0 1033936 119740 Sherrie String EVP,Chief HR Off(Term 6/12/17) 47.0 8.0 X 925122 0 32137 Marty B Scott Sr VP, Chief Quality Officer 55.0 0.0 X 756835 0 121616 Joseph Coyle Sr VP, Realty 55.0 0.0 X 773233 0 120263 James Clarke MD VP, Primary Care & Transition 55.0 0.0 X 668659 0 32186 Marilyn Koczan Sr VP, Revenue Cycle Ops 55.0 0.0 X 663063 0 132345 Joseph Mannion MD Sr VP, Information Technology 55.0 0.0 X 662117 0 77593 John Calandriello FHFMA CPA Former CFO, PMC 0.0 0.0 X 812082 0 17566 George Edward Davis Former Admin, PMC 0.0 0.0 X 437609 0 0 David Berkowitz Former COO, PMC 0.0 0.0 X 216695 0 42035 26237147 15659788 6179695 2196 true true false LF DRISCOLL CO LLC 8 PRESIDENTIAL BLVD BALA CYNWYD PA 19004 CONSTRUCTION 53279082 SPM MARKETING COMMUNICATIONS 15 W HARRIS STE 300 LA GRANGE IL 60525 MARKETING 13687162 TURNER CONSTRUCTION CO 1500 SPRING GARDEN ST STE 220 PHILADELPHIA PA 19130 CONSTRUCTION 8838899 EMERACUTE CARE MEDICAL CO-NE INC 440 STEVENS AVE SUITE 150 SOLONA BEACH CA 92075 MEDICAL 5104088 CERNER CORPORATION 2800 ROCKCREEK PKWY NORTH KANSAS CITY MO 64117 IT 4132761 295 X 7139565 3970748 9446716 46542932 2041778 67099961 NET PATIENT SERVICE REVENUE 621300 2311601998 2311381346 220652 MPI PROGRAM SERVICE REVENUE 621300 97144747 97144236 511 OTHER HEALTHCARE RELATED REVENUE 621300 33489863 33489863 LABORATORY REVENUE 621500 3516216 3516216 TUITION 611710 2259420 2259420 2119181 2119181 2450131425 27672102 48 27672054 176617 176617 0 12805017 894962 11910055 0 11910055 11910055 5730705 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32877622 84940 MEDICAL SUPPLIES 249908119 244987330 4920789 PHARMACEUTICAL SUPPLIES 133974758 129829152 4145606 PURCHASED SERVICES 45119414 21031556 17300019 6787839 CORPORATE ALLOCATION 22498437 14717167 7444117 337153 50145699 24920097 24368135 857467 2380715868 1677878099 689282830 13554939 X 806709 70103 352818822 358484129 42179411 46338051 215465503 240805930 0 0 0 0 0 0 42559600 41776746 12534041 14898861 2130682620 856218727 1167717775 1274463893 1136445021 456076589 62780975 73616790 145832268 225952783 29837861 29864438 170460341 741324759 3379438327 3503673072 259094272 292622623 0 0 2145704 247271 696059165 0 0 0 0 0 58247494 29633379 0 0 608240323 1116884627 1623786958 1439387900 X 1535706443 1802623906 154409443 192351684 65535483 69309582 1755651369 2064285172 3379438327 3503673072 X 186653230 69816906 52163667 X X false true X true true true X 20 MERIDIAN HOSPITALS CORPORATION 223471515 3 true 0 0 HACKENSACK MERIDIAN NURSING & REHABILITATION INC 521772578 10 true 0 0 HMH PHYSICIAN SERVICES INC 061755235 10 true 0 0 HACKENSACK MERIDIAN HOME CARE SERVICES INC 222731440 10 true 0 0 JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INC 222342452 7 true 0 0 OCEAN MEDICAL CENTER FOUNDATION INC 222361311 7 true 0 0 RIVERVIEW MEDICAL CENTER FOUNDATION INC 222333524 7 true 0 0 MERIDIAN HEALTH FOUNDATION INC 300107825 7 true 0 0 SOUTHERN OCEAN MEDICAL CENTER FOUNDATION INC 222666099 7 true 0 0 BAYSHORE COMMUNITY HOSPITAL FOUNDATION INC 222367109 7 true 0 0 HEALTH INNOVATIONS UNLIMITED INC 222581430 10 true 0 0 HACKENSACK MERIDIAN AMBULATORY VENTURES INC 461227706 10 true 0 0 RARITAN BAY MEDICAL CENTER 221494442 3 true 0 0 PALISADES MEDICAL CENTER INC 221487278 3 true 0 0 PALISADES GENERAL CARE INC 222587492 10 true 0 0 BERGEN HEALTH MANAGEMENT SYSTEM INC 222989731 2 true 0 0 HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION INC 222339534 7 true 0 0 RARITAN BAY HEALTHCARE FOUNDATION INC 222656665 7 true 0 0 PALISADES MEDICAL CENTER FOUNDATION INC 223693169 7 true 0 0 HACKENSACK UNIVERSITY MEDICAL CENTER 221487576 3 true 0 0 20 0 0 18215230 10381413 14841416 27335985 29784319 100558363 0 0 18215230 10381413 14841416 27335985 29784319 100558363 0 100558363 5120176 1797228 1362272 2315015 3407677 14002368 0 0 0 31700 239233 207065 477998 115038729 2708003 0.87413 0.87840 X 67630 0 74822 156395 54126 352973 230939370 273498848 267797572 320074688 296920451 1389230929 0 0 0 231007000 273498848 267872394 320231083 296974577 1389583902 0 0 0 1389583902 1324265 483692 7982658 9231380 18905547 37927542 60098 86533 93317 122612 628308 990868 1384363 570225 8075975 9353992 19533855 38918410 0 520 91 532998 650476 1104215 2288300 232391883 274069164 276481367 330235551 317612647 1430790612 0.97120 0.99150 0.02720 0.00810 X false false true true true X true true 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A; PART I THE PUBLIC CHARITY STATUS REFLECTED ON SCHEDULE A, PART I IS FOR THE NINE FOUNDATIONS INCLUDED IN THIS GROUP FORM 990 AS THEY REPRESENT THE LARGEST NUMBER OF SUBORDINATES IN A SPECIFIC PUBLIC CHARITY STATUS. THESE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(IV) AND INCLUDED IN THE GROUP EXEMPTION RULING ARE MERIDIAN HEALTH FOUNDATION, INC., HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC., JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC., RIVERVIEW MEDICAL CENTER FOUNDATION, INC., OCEAN MEDICAL CENTER FOUNDATION, INC, SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC, BAYSHORE MEDICAL CENTER FOUNDATION, INC., RARITAN BAY HEALTHCARE FOUNDATION, INC. AND PALISADES MEDICAL CENTER FOUNDATION, INC. OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER SUBORDINATE ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990: MERIDIAN HOSPITALS CORPORATION; SCHEDULE A, PART I, LINE 3, INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(III) ORGANIZATION; RARITAN BAY MEDICAL CENTER; SCHEDULE A, PART I, LINE 3, INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(III) ORGANIZATION; PALISADES MEDICAL CENTER, INC.; SCHEDULE A, PART I, LINE 3, INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(III) ORGANIZATION; HEALTH INNOVATIONS UNLIMITED, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; HACKENSACK MERIDIAN HEALTH REALTY CORPORATION; SCHEDULE A, PART I, LINE 12C, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION; HACKENSACK MERIDIAN HOME CARE SERVICES, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; HACKENSACK MERIDIAN NURSING AND REHABILITATION, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; HMH PHYSICIAN SERVICES, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; PALISADES GENERAL CARE, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; HACKENSACK MERIDIAN AMBULATORY VENTURES, INC.; SCHEDULE A, PART I, LINE 10, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; AND BERGEN HEALTH MANAGEMENT SYSTEM, INC.; SCHEDULE A, PART I, LINE 2, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. SCHEDULE A, PART II, SECTION A, LINE 1 UNUSUAL GRANTS EXCLUDED FROM SCHEDULE A, PART II, SECTION A, LINE 1 INCLUDE: 2015: $5,000,000 2016: $5,000,000 AND $2,500,000 2017: $15,000,000; $5,000,000 AND $2,500,000 SCHEDULE A, PART IV, SECTION A, QUESTION 1 HACKENSACK MERIDIAN HEALTH REALTY CORPORATION'S GOVERNING DOCUMENTS STATE THAT IT SUPPORTS HACKENSACK MERIDIAN HEALTH AND ITS AFFILIATES. THE AFFILIATES ARE THOSE ORGANIZATIONS LISTED IN SCHEDULE A, PART I, LINE 12G. THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THESE ORGANIZATIONS IN WHICH HACKENSACK MERIDIAN HEALTH REALTY CORPORATION HOLDS THE TITLE OF THE PROPERTY ON BEHALF OF THESE AFFILIATES. SCHEDULE A, PART II, LINE 10 OTHER INCOME INCLUDES GAMING NET INCOME AND SALE OF INVENTORY NET INCOME. SCHEDULE A, PART III, LINE 12 OTHER INCOME INCLUDES MISCELLANEOUS INCOME, MANAGEMENT FEES, AND SALE OF INVENTORY NET INCOME. SCHEDULE A, PART IV, SECTION D, QUESTION 3 The supported organizations have a significant voice in this organization's investment policies and in directing the use of this organization's income or assets since they are all affiliates within Hackensack Meridian Health, a tax-exempt integrated healthcare delivery system. All organizations, in keeping with the charitable mission of Hackensack Meridian Health and in furthering the continuum of care, work together to provide medically necessary healthcare services to all individuals in a nondiscriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. SCHEDULE A, PART IV, SECTION E, QUESTION 2A IN ACCORDANCE WITH ITS STATED MISSION AND CHARITABLE PURPOSES, HACKENSACK MERIDIAN HEALTH REALTY CORPORATION FURTHERS THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATIONS BY ACQUIRING, CONSTRUCTING, FINANCING, OPERATING AND OWNING OR LEASING PROPERTY FOR THEIR BENEFIT. SCHEDULE A, PART IV, SECTION E, QUESTION 2B THE ACTIVITIES OF HACKENSACK MERIDIAN HEALTH REALTY CORPORATION DESCRIBED ABOVE IN OUR RESPONSE TO PART IV, SECTION E, QUESTION 2A CONSTITUTE ACTIVITIES THAT, BUT FOR HACKENSACK MERIDIAN HEALTH REALTY CORPORATION'S INVOLVEMENT, THE SUPPORTED ORGANIZATIONS WOULD NORMALLY BE INVOLVED AS IT IS NECESSARY FOR THEM TO CONSTRUCT, FINANCE, OPERATE, OWN OR LEASE PROPERTY IN ORDER TO FURTHER THEIR EXEMPT PURPOSES AND PROVIDE THE BEST HEALTH CARE SERVICES TO THE COMMUNITY. X 0 242702 994992 242702 994992 2380873836 3847012822 2381116538 3848007814 1000000 1000000 250000 750000 1000000 1000000 1000000 1000000 4000000 6000000 620687 595129 850707 994992 3061515 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 69956053 3090021 4391459 143341 77294192 49073425 10272773 10753925 144070 69956053 51115204 30000 -131390 1940389 49073425 45754653 139000 5361551 140000 51115204 44107000 167000 1620653 140000 45754653 0.48620 0.51380 false false 83967369 83967369 1145933310 430355931 715577379 20268114 10835558 9432556 629447456 406695458 222751998 251066371 8331780 242734591 1274463893 CHARITABLE GIFT ANNUITY 3025095 F REMAINDER TRUST RECEIVABLE 4457363 F PERPETUAL TRUST 3380223 F OF FOUNDATIONS 92718219 F CHARITABLE REMAINDER TRUST 148078 F SPLIT INTEREST AGREEMENTS 6392556 F INVESTMENT IN SUBSIDIARIES 65430765 F INVESTMENT IN JOINT VENTURES 50400484 F 225952783 DEPOSITS 387394 OTHER RECEIVABLES 35831981 INSURANCE RECOVERABLE 66587351 DUE FROM RELATED PARTIES 638518033 741324759 0 PARTY PAYORS 117774274 ACCRUED PENSION & RETIREMENT 106602624 DUE TO RELATED PARTIES 639469902 RESIDENT DEPOSITS 463083 OTHER LONG-TERM LIABILITIES 106279027 CHARITABLE GIFT ANNUITY 362146 CHARITABLE REMAINDER TRUST 10675 OTHER CURRENT LIABILITIES 72666330 FAIR VALUE OF DERIVATIVE INSTR 56848768 SECURITY DEPOSITS 700 ACCRUED INTEREST PAYABLE 2190175 ACCRUED RETIREMENT BENEFITS 14216923 1116884627 X SCHEDULE D, PART V, QUESTION 4 MERIDIAN FOUNDATIONS ====================== ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE FOUNDATIONS OF HACKENSACK MERIDIAN HEALTH HAVE A PRACTICE OF APPROPRIATING FOR DISTRIBUTION EACH YEAR THE FIRST 5% OF THE CURRENT EARNINGS ON ENDOWMENT FUNDS. IN ESTABLISHING THIS PRACTICE, THE FOUNDATIONS CONSIDERED THE DURATION AND PRESERVATION OF THE FUNDS; THE PURPOSES OF BOTH THE FUND AND MERIDIAN; THE GENERAL ECONOMIC CONDITIONS INCLUDING THE EFFECTS OF INFLATION OR DEFLATION; THE INVESTMENT POLICY AND EXPECTED TOTAL INCOME RETURN AND APPRECIATION ON THE INVESTMENTS; AND OTHER RESOURCES OF MERIDIAN. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATIONS EXPECT THE CURRENT SPENDING PRACTICE TO ALLOW ITS ENDOWMENTS TO GROW AT AN ANTICIPATED RATE OF 3% ANNUALLY. HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC. ====================================================== INVESTMENT RETURN OBJECTIVE AND RISK PARAMETERS -------------------------------------------------------------- THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY SUCH FUNDS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, THE ENDOWMENT ASSETS ARE INVESTED IN A DIVERSIFIED MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT OVER THE LONG TERM WILL AVERAGE AN ESTIMATED 5% RETURN WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. STRATEGIES EMPLOYED FOR ACHIEVING OBJECTIVES ------------------------------------------------------ TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION AND CURRENT YIELD. SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATE TO SPENDING POLICY -------------------------------------------------------------------------- THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION OUT OF TEMPORARILY RESTRICTED NET ASSETS EACH YEAR BETWEEN 4% AND 4.5% OF THE ENDOWMENT FUNDS' TOTAL FAIR VALUE, INCLUDING ACCUMULATED TOTAL INVESTMENT RETURNS. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT ASSETS WHICH IS EXPECTED TO EXCEED THE ALLOWABLE SPENDING, AND THEREFORE OVER THE LONG TERM, THE FOUNDATION EXPECTS ITS ENDOWMENT FUNDS TO GROW. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. RARITAN BAY HEALTHCARE FOUNDATION, INC. ======================================== ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. SCHEDULE D, PART X, QUESTION 2 THE ORGANIZATIONS ARE AFFILIATES WITHIN HACKENSACK MERIDIAN HEALTH, INC. AND AFFILIATES, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK ("NETWORK"). THE NETWORK ISSUES AUDITED CONSOLIDATED FINANCIAL STATEMENTS PREPARED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 (ASC 740) DISCLOSURE BELOW IS FROM THE NETWORK'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDING DECEMBER, 31, 2017: ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THESE ENTITIES, EXCEPT FOR THE PHYSICIAN PRACTICES, ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. true true true true true true true false false false false false false false false true false true SCHEDULE E; QUESTION 3 BERGEN HEALTH MANAGEMENT SYSTEM, INC. LISTED ITS NON-DISCRIMINATORY POLICY IN ITS BROCHURE AND ALSO PLACED AN ADVERTISEMENT IN A NEWSPAPER. SCHEDULE E; QUESTION 6A THE ORGANIZATION RECEIVED A TUITION SUBSIDY FROM THE NJ CARES FOR KIDS PROGRAM THORUGH THE OFFICE FOR CHILDREN IN HACKENSACK, NJ. Central America and the Caribbean 0 0 Program Services FINANCIAL VEHICLE 22499411 Central America and the Caribbean 0 0 Investments 4898913 Central America and the Caribbean 0 0 Investments 785500 0 0 0 0 28183824 28183824 true false true false false false PART IV, FOREIGN FORMS Hackensack Meridian Health, Inc. (EIN 22-3474145) is the sole member of Meridian Hospitals Corporation (EIN 22-3471515) and Coastal Medical Insurance Limited (EIN 98-0166769). Pursuant to an alternative risk financing arrangement, Meridian Hospitals Corporation made payments to Coastal Medical Insurance Limited that did not qualify as insurance premiums for federal tax purposes. In accordance with federal tax principles, such payments were treated as constructive dividends by Meridian Hospitals Corporation to Hackensack Meridian Health, Inc. followed by constructive capital contributions by Hackensack Meridian Health, Inc. to Coastal Medical Insurance Limited under Code Section 351. X X true THE ANGELETTI GROUP LLC HARRISON HOUSE PO BOX 188 NEW VERNON NV 07976 FUNDRAISING CONSULTING false 158064 158064 NJ SOUTH GALA 2633490 1173303 1460187 19000 265949 12700 256293 NORTH GALA 2311966 1910091 401875 390371 742592 261853 527254 18 5244107 4056171 1187936 325548 567748 111747 939746 10189563 7139565 3049998 734919 1576289 386300 1723293 4420801 -1370803 414074 121712 85297 true 0.07000 414074 121712 85297 207009 207065 NJ true false false false 0.17000 0.83000 MICHELLE CASSERLYFRANCES JONES 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 false MICHELLE CASSERLYCHRISTINE ANDREWS SPECIAL EVENTS COORDINATORS X false SCHEDULE G, PART II, LINE 11 ALTHOUGH PART II, LINE 11 SHOWS A NET LOSS, THE SPECIAL EVENTS TRULY EARNED NET INCOME OF $5,768,762 WHEN YOU FACTOR IN THE CONTRIBUTION PORTION REPORTED ON LINE 2. true true X true X true X 500. true true true false true true 42073591 10595880 31477711 0.01560 297733784 227539646 70194138 0.03480 339807375 238135526 101671849 0.05040 2843535 0 2843535 0.00140 39062411 21412469 17649942 0.00880 196266605 168757110 27509495 0.01360 4288103 1246526 3041576 0.00150 70510948 0 70510948 0.03500 312971602 191416105 121555496 0.06030 652778977 429551631 223227345 0.11070 true 105492554 36200853 602219531 574628020 27591511 X true true HEALTH VILLAGE IMAG RADIOLOGY MEDICAL SERVICES 0.5 0.5 OLD BRIDGE MEDICAL ASSOCIATES LLC MEDICAL SERVICES 0.79862 0.20138 RARITAN BAY SURGICAL PARTNERS LLC MEDICAL SERVICES 0.7264 0.2736 8 1 JERSEY SHORE UNIVERSITY MEDICAL CTR 1945 ROUTE 33 NEPTUNE NJ 07753 JERSEYSHOREUNIVERSITYMEDICALCENTER.COM 11303 MERIDIAN HOSPITALS CORP 223471515 X X X X X X 1 2 RIVERVIEW MEDICAL CENTER ONE RIVER PLAZA RED BANK NJ 07701 WWW.RIVERVIEWMEDICALCENTER.COM 11305 MERIDIAN HOSPITALS CORP 223471515 X X X X 1 3 OCEAN MEDICAL CENTER 425 JACK MARTIN BLVD BRICK NJ 08724 WWW.OCEANMEDICALCENTER.COM 11505 MERIDIAN HOSPITALS CORP 223471515 X X X X 1 4 SOUTHERN OCEAN MEDICAL CENTER 1140 RT 72 WEST MANAHAWKIN NJ 08050 WWW.SOUTHERNOCEANMEDICALCENTER.COM 11504 MERIDIAN HOSPITALS CORP 223471515 X X X 1 5 BAYSHORE MEDICAL CENTER 727 NORTH BEERS STREET HOLMDEL NJ 07733 WWW.BAYSHOREHOSPITAL.ORG 11301 MERIDIAN HOSPITALS CORP 223471515 X X X 1 6 RARITAN BAY MEDICAL CENTER 530 NEW BRUNSWICK AVENUE PERTH AMBOY NJ 08861 WWW.RBMC.ORG 11203 X X X X 2 7 RARITAN BAY MEDICAL CENTER ONE HOSPITAL PLAZA OLD BRIDGE NJ 08857 WWW.RBMC.ORG 11206 X X X X 2 8 PALISADES MEDICAL CENTER INC 7600 RIVER ROAD NORTH BERGEN NJ 07047 WWW.PALISADESMEDICAL.ORG 10905 X X X X 3 MERIDIAN HOSPITALS CORPORATION 15 false false true X X X X X X X X X 16 true true true true X SEE SECTION C X true 16 true SEE SECTION C false true X 200. 500. X X X X X true true X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X true X false false RARITAN BAY MEDICAL CENTER 67 false false true X X X X X X X X X 17 true false true true X SEE SECTION C X true 17 true SEE SECTION C false true X 200. 500. X X X X X true true X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X true X false false PALISADES MEDICAL CENTER INC 8 false false true X X X X X X X X X 16 true false true true X SEE SECTION C X true 16 true SEE SECTION C false false X 200. 300. X X X X X true true X X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X true X false false Part V, Section B, Line 3e All Hospital Facilities ================ The significant health needs included in the Community Health Needs Assessment ("CHNA") for each of the hospital facilities are a prioritized description of the significant health needs of the community. Part V, Section B, Line 5 MERIDIAN HOSPITALS CORPORATION ================================ To solicit input from key informants, those individuals who have a broad interest in the health of the community, an Online Key Informant Survey was implemented as part of the CHNA process. A list of recommended participants was provided by Hackensack Meridian Health; this list included names and contact information for physicians, public health representatives, other health professionals, social service providers, and a variety of other community leaders. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Key informants were contacted by email, introducing the purpose of the survey and providing a link to take the survey online; reminder emails were sent as needed to increase participation. The survey was available to complete for one month. In all, 106 community stakeholders took part in the Online Key Informant Survey. Meridian Hospitals Corporation consulted the following: - Advisory Committee at Meridian - Asbury Park Pediatrics - Asbury Park School District - Brookdale Community College - Central Jersey Club of the Natl Assoc of Negro Business - Centrastate Healthcare System - Coastal Gastroenterology Associates - Family Health Center - Family Support Center of New Jersey - Food Circus Supermarkets, Inc. - FoodBank of Monmouth and Ocean Counties - Former School Health/Social Service Director - Freehold Area Health Department - Jane H. Booker Family Health Center - Jersey Shore Geriatrics - Jersey Shore University Medical Center - Law Enforcement/Public Safety - Lunch Break - Marlboro Township Public Schools - MARSD - Meridian Partners in Health - Monmouth County Health Department - Monmouth County Regional Health Commission #1 - Monmouth Day Care Center Inc. - Monmouth Family Medicine Group - Monmouth Medical Center - MONOC - New Jersey Blind Citizens Association - O.C.E.A.N. Inc./Head Start - Ocean Monmouth Health Alliance - Ocean Park Ob/Gyn - Ocean Pulmonary - Parker Family Health Center, American Legion - Perinatal Institute - Point Pleasant Presbyterian Church - Seacrest Village - Southern Ocean Medical Center - Southern Ocean Rotary Club - St. Francis Center, LBICC, Inc. - Sunrise Counseling Services, LLC - Township of Neptune - United Way of Monmouth County - Wall Community Alliance - YMCA Through this process, input was gathered from several individuals whose organizations work with low-income, minority populations (including African-American, American Indian, Arabic, Asian, blind and deaf, Brazilian, Caucasian, disabled, Eastern European, Eastern Indian, elderly, ethnic, Filipino, grandparents raising grandchildren, Haitian, Hispanic, immigrants, LGBT, low-income, Medicare/Medicaid, mentally ill, Middle Eastern, non-English speaking, Orthodox, Russian, single mothers, undocumented, unemployed, uninsured/underinsured, veterans, women, young adults and youth), or other medically underserved populations (including African-American, all groups, blind and deaf, children, children of addicts, those with chronic disease, disabled, those with dual-diagnoses, elderly, family care recipients, formerly imprisoned, foster care children, Haitian, Hispanic, homeless, LGBT, low education, low income, Medicare/Medicaid, mentally ill, multi-racial, part-time workers, pregnant teens, substance abusers, undocumented, unemployed, uninsured/underinsured, veterans, young adults and youth). In the online survey, key informants were asked to rate the degree to which various health issues are a problem in their own community. Follow-up questions asked them to describe why they identify problem areas as such, and how these might be better addressed. Results of their ratings, as well as their verbatim comments, are included throughout the CNHA as they relate to the various other data presented. Raritan Bay Medical Center ===================== RBMC convened a group of community stakeholders, civic leaders, provider agencies, the County Health Department, and community-based organizations to serve in an ongoing community advisory capacity at the beginning of the CHNA process. Data obtained from the qualitative analyses provide insight into health issues facing the communities served by the Medical Center. The Community Benefit Taskforce is made up of key stakeholders in the county (government, civic, community-based organizations, faith-based organizations and health care providers) whose organizations work with low-income, minority populations. These representatives assisted the hospital in obtaining completed surveys from community members that are medically underserved, low income and from minority populations. The CHNA findings were supplemented by meetings and discussions with the Community Benefit Task Force which provided additional insight and expertise and led to the identification of Plan priorities. The Task Force met five times during the planning process and includes the following: - American Diabetes Association - NAHN-NJ Chapter - AristaCare Health Services - Central Jersey Family Health Consortium - City of Perth Amboy - Community Member - Good News Crisis Pregnancy Center - Hackensack Meridian Health Network - Hackensack Meridian Health Raritan Bay Medical Center - Jewish Renaissance Foundation - Jewish Renaissance Medical Center - Mental Health Association in NJ - Middlesex County - Mount Carmel Nursing Service - National Association of Hispanic Nurses (NAHN) - NJ Chapter - New Jersey Government - New Solutions, Inc. - Old Bridge Township Council - Progressive Careers Institute - Raritan Bay Area YMCA - Rutgers New Jersey Agriculture Experiment Station (NJAES) - SNAP-Ed - Rutgers School of Nursing - NAHN-NJ Chapter - Saint Joseph's Senior Home - Sayreville Senior Center - Veterans of Foreign Wars Post #4410 Woodbridge - Visiting Nurse Association Health Group, Healthy Families - WellCare Health Plan New Jersey - Wellspring Prevention Center for Prevention - Woodbridge Health Department - Woodbridge Township Behavioral Risk Factor Surveillance System (BRFSS), the nation's premier system of health-related telephone surveys, collects data about U.S. residents regarding health-related risk behaviors, chronic health conditions and use of preventive services. In 1984 the survey began collecting data in 15 states and is currently conducted in all states including Washington D.C. and three United States territories. The most recent data available is for the year 2015. An on-line survey, administered via Survey Monkey, was distributed to 116 community leaders between August 25, 2017 and September 5, 2017. The survey asked participants to assess areas of opportunity across seven criteria. Thirty-one respondents (27%) yielded 23 complete ballots (74%). Two incomplete ballots are included in the prioritization model sample as more than seven priority issues are completed. Overall rankings are based upon weighted responses to all prioritization criteria for each priority issue. Separate weighted averages for each impact are calculated. The most impactful factor for each issue had the highest weighted average of the seven impacts for that issue and the least impactful factor had the lowest weighted average for that issue. Palisades Medical Center, Inc. ======================== The scope of the CHNA included a thorough assessment of the area's healthcare profile, including a review of public health data, summary patient information from hospital admissions and discharge data, and representation from the community by means of focus groups and key informant surveys. The CHNA project was also a collaborative initiative designed to deliver a CHNA and an Implementation Strategy that are both responsive to the health disparities in the targeted communities and to enhance coordination and collaboration among community partners and providers. The care provider partnering with Palisades Medical Center (PMC) in this initiative is the North Hudson Community Action Corporation (NHCAC), the local Federally Qualified Health Center. Other partners that continue to collaborate with the hospital include the Union City Board of Education and multiple public health partners which include five health departments of the eight municipalities within the primary service area, as well as the county's Local Information Network Communications System (LINCS) and County Environmental Health Act (CEHA) agency, Hudson Regional Health Commission. Other community partners (below) were also invited to assist us in their expertise and with the implementation of the plans. - Guttenberg Board of Health - Hudson Regional Health Commission - North Bergen Health Department - North Hudson Community Action Corporation (Federally Qualified Health Center) - Union City Board of Education, Early Childhood Programs - Union City Board of Health - Weehawken Board of Health - West New York Health Department - Ber Part V, Section B, Line 6a Meridian Hospitals Corporation ======================== The 2016 Meridian Hospitals Corporation CHNA was conducted with the following hospitals; Southern Ocean Medical Center, Ocean Medical Center, Jersey Shore University Medical Center, Riverview Medical Center, Bayshore Community Hospital, Centrastate Medical Center and Monmouth Medical Center. Raritan Bay Medical Center ===================== NOT APPLICABLE. Palisades Medical Center, Inc. ======================= NOT APPLICABLE. Part V, Section B, Line 6b All Hospital Facilities ================ Please see response to Part V, Section B, Line 5 above for listing of non-hospital organizations participating in the CHNA of each of the hospital facilities. Part V, Section B, Question 7a Meridian Hospitals Corporation ======================== https://www.hackensackmeridianhealth.org/about/community/ Raritan Bay Medical Center ===================== https://www.rbmc.org/community-health-needs-assessment/ Palisades Medical Center, Inc. ======================= http://www.palisadesmedical.org/Content/84/community-health-needs-assessme nt.html Part V, Section B, Question 10a Meridian Hospitals Corporation ======================== Each hospital facility included in Meridian Hospitals Corporation has its most recent Implementation Strategy on its own website. The websites are as follows: http://www.jerseyshoreuniversitymedicalcenter.com/JSUMC/aboutus/CommunityO utreach.cfm http://www.riverviewmedicalcenter.com/RMC/aboutus/CommunityOutreach.cfm http://www.oceanmedicalcenter.com/OMC/aboutus/CommunityOutreach.cfm http://www.southernoceanmedicalcenter.com/SOMC/aboutus/CommunityOutreach.c fm http://www.bayshorehospital.org/B/aboutus/CommunityOutreach.cfm Raritan Bay Medical Center ===================== https://www.rbmc.org/community-health-needs-assessment/ Palisades Medical Center, Inc. ======================== http://www.palisadesmedical.org/Content/84/community-health-needs-assessme nt.html Part V, Section B, Line 11 Meridian Hospitals Corporation ======================== Nine significant health needs were identified in the Meridian Hospitals Corporation CHNA. 1. Nutrition, Physical Activity and Weight: Independently and with community partners, provide prevention and wellness activities including healthy cooking demonstrations, nutrition counseling and fitness demonstrations. 2. Diabetes: Independently and with community partners, provide preventive health screenings and diabetes education including chronic disease self-management programs. 3. Heart Disease & Stroke: Independently and with community partners, provide preventive health screenings and education on topics including blood pressure, cholesterol, nutrition, fitness, and chronic disease self-management. 4. Substance Abuse: Hackensack Meridian Health believes this community health issue is more fully addressed within the purview of the county and local health departments as well as other community organizations. Hackensack Meridian Health has limited resources, services and expertise available to address this issue. 5. Mental Health: Independently and with community partners, provide preventive health screenings and education. Provide referrals to community-based service providers. 6. Access to Healthcare Services: Utilize CACs and Navigators for health insurance enrollments, continue to implement patient-centered medical homes, deploy convenient care strategy, employment of specialties according to the manpower plan. 7. Cancer: Independently and with community partners, provide preventive health screenings and education. Complete significant investment in cancer services and facilities. 8. Respiratory Diseases: Independently and with community partners, provide preventive health screenings and education including pediatric asthma. 9. Injury & Violence: Hackensack Meridian Health believes this community health issue is more fully addressed within the purview of the county and local health departments as well as other community organizations. Hackensack Meridian Health has limited resources, services and expertise available to address this issue. Raritan Bay Medical Center ===================== Five significant health needs were identified in the Raritan Bay Medical Center CHNA. 1. Diabetes: Independently and in collaboration with community partners, provide preventive health screenings, support groups, counseling, and health education, including community lectures, and nutrition education classes. 2. Cardiovascular Disease: Independently and in collaboration with community partners, provide heart & vascular screening and counseling, support groups, and health education, including CPR classes, nutrition and cooking campaign and a 6-week self-management course. 3. Physical Activity/Obesity: Independently and in collaboration with community partners, provide prevention and wellness activities including healthy cooking demonstrations, nutrition counseling and establish walking programs in the community. 4. Mental Health: Independently and in collaboration with community partners, provide behavioral health screenings, education and opioid antidote replacement kits. 5. Access to Healthcare: Independently and in collaboration with community partners, engaging with the community through health fairs and events, lectures, support groups, school programs, and initiatives. Raritan Bay Medical Center is addressing all five of the above-mentioned identified health needs in its CHNA. Palisades Medical Center, Inc. ======================== Four significant health needs were identified in the Palisades Medical Center CHNA. 1. Access to Health Care: Goal is to advocate for an additional family success center in the West New York/North Bergen area. 2. Chronic Diseases: Continue prevention and wellness activities including screening for blood pressure, cholesterol, Heloglobin A1c, BMI, peak flow and pulse oximetry at community health fairs and community screening events. 3. Community Health Outreach: Collaborate with community partners in promoting each other's resources and events. Utilize existing coalitions, networks, mailing lists, web-based and social media outlets to promote health awareness programs. 4. Women's Health Initiatives: Continue providing mammograms through the NJCEED program and collaborating with primary care centers that provide preventive health services to women. Provide training to community partners and heath care staff on cultural barriers to women's health. Palisades Medical Center, Inc. is addressing all four of the above-mentioned identified health needs in its CHNA. Part V, Section B, Lines 16a, 16b & 16c Meridian Hospitals Corporation and Raritan Bay Medical Center ============================= https://www.meridianhealth.com/about-meridian/your-bill/index.aspx Palisades Medical Center, Inc. ======================= http://www.palisadesmedical.org/Content/10123/compassionate-billing-and-fi nancial-assistance-policy.html 33 OCEAN CARE CENTER 1517 RICHMOND AVENUE POINT PLEASANT NJ 08742 URGENT CARE LABORATORY SERVICES MERIDIAN REHAB OP THERAPY CTR NEPTUNE 2100 CORLIES AVENUE SUITE 2 NEPTUNE NJ 07753 PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY PARK PLACE COMM MENTAL HEALTH CENTER 1101 BOND STREET ASBURY PARK NJ 07712 GROUP THERAPY, FAMILY THERAPY, PSYCHIATRIC EVALUATION MERIDIAN LIFE REHAB AT POINT PLEASANT 801 ARNOLD AVENUE POINT PLEASANT NJ 08742 PHYSICAL THERAPY/FITNESS JANE H BOOKER FAMILY HEALTH CTR AT JSUMC 1828 WEST LAKE AVENUE NEPTUNE NJ 07753 CLINIC MERIDIAN CENTER FOR SLEEP MEDICINE 1809 CORLIES AVENUE SUITE 3 NEPTUNE NJ 07753 SLEEP LAB MERIDIAN CENTER FOR SLEEP MEDICINE 53 NAUTILUS DRIVE MANAHAWKIN NJ 08050 CLINIC/SLEEP LAB BOOKER BEHAVIORAL HEALTH CENTER 661 SHREWSBURY AVENUE SHREWSBURY NJ 07702 MENTAL HEALTH/ SUBSTANCE ABUSE/ ADULT PARTIAL/ O/P SERVICES HACKENSACK MERIDIAN REHAB AT HOLMDEL 100 COMMONS WAY SUITE 120 HOLMDEL NJ 07733 PHYSICAL THERAPY JSMC OUTPATIENT BEHAVIORAL HEALTH 402 RT 35 NEPTUNE NJ 07754 CHILDREN'S PARTIAL HOSPITAL/ MEDICATION MONITORING/ THERAPEUTIC NURSERY O/P SVCS HACKENSACK MERIDIAN REHAB AT MANALAPAN 195 RT 9 SOUTH MANALAPAN NJ 07726 REHAB JERSEY SHORE OP BEHAVIORAL HEALTH 1200 JUMPING BROOK ROAD NEPTUNE NJ 07753 PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE HACKENSACK MERIDIAN REHAB FORKED RIVER 730 LACEY ROAD FORKED RIVER NJ 08731 PHYSICAL THERAPY SOMC'S CENTER FOR SLEEP DISORDERS 2446 CHURCH ROAD SUITE 3A TOMS RIVER NJ 08753 SLEEP LAB HACK MERIDIAN REHAB AT LITTLE EGG HARBOR 279 MATHISTOWN ROAD LITTLE EGG HARBOR NJ 08087 PHYSICAL THERAPY/OCCUPATIONAL THERAPY Health Village Imaging LLC 1301 Rt 72 W Manahawkin NJ 08050 Radiology Medical Services MERIDIAN CENTER FOR SLEEP MEDICINE 678 NORTH BEERS STREET HOLMDEL NJ 07733 SLEEP LAB CENTER FOR WOUND HEALING AT BCH 735 NORTH BEERS STREET HOLMDEL NJ 07733 WOUND HEALING JACKSON HEALTH VILLAGE LABORATORY 27 SOUTH COOKS BRIDGE RD SUITE M12 JACKSON NJ 08527 LABORATORY SERVICES HACKENSACK MERIDIAN REHAB AT JACKSON 27 SOUTH COOKS BRIDGE RD SUITE M10 JACKSON NJ 08527 REHABILITATIVE CARE SOUTHERN OCEAN CENTER FOR HEALTH 730 LACEY ROAD FORKED RIVER NJ 08731 LABORATORY SERVICES RADIOLOGY SOUTHERN OCEAN CENTER FOR HEALTH 279 MATHISTOWN ROAD LITTLE EGG HARBOR NJ 08087 LABORATORY SERVICES RADIOLOGY MERIDIAN CANCER CARE AT JACKSON 27 S COOKS BRIDGE ROAD STE M7 JACKSON NJ 08527 CANCER CARE MERIDIAN CANCER CARE AT BCH 735 NORTH BEERS STREET HOLMDEL NJ 07733 CANCER CARE MERIDIAN REAHAB AT MANAHAWKIN 56 NAUTILUS DRIVE MANAHAWKIN NJ 08050 REHABILITATIVE CARE MERIDIAN CARDIAC REHAB & IMAGING 27 S COOKS BRIDGE ROAD STE 11 1 JACKSON NJ 08527 REHABILITATIVE CARE, RADIOLOGY MERIDIAN FITNESS WELLNESS - MANAHAWKIN ROUTE 9 SOUTH STAFFORD TWP NJ 08092 PHYSICAL THERAPY MERIDIAN REHAB OP THERAPY AT BRICK 1686 ROUTE 88 BRICK NJ 08724 PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY, CARDIAC REHAB MERIDIAN INTEGRATIVE HEALTH & MEDICINE 27 SOUTH COOKS BRIDGE RD STE 2-3 JACKSON NJ 08527 INTEGRATIVE HEALTH THE MEDICAL PAVILION AT WOODBRIDGE 740 ROUTE 1 NORTH ISELIN NJ 08830 OB/GYN, PHYSICAL THERAPY & URGENT CARE RBMC PHYSICAL THERAPY AT ATRIUM HEALTH 38 FRENEAU AVENUE MATAWAN NJ 07747 PHYSICAL THERAPY CAN DO FITNESS AND WELLNESS 42 CITY PLACE EDGEWATER NJ 07020 PHYSICAL THERAPY MERIDIAN HEALTH LAB AT OCEAN CARE CENTER 1517 RICHMOND AVENUE POINT PLEASANT NJ 08742 LABORATORY Schedule H, Part I, Line 3c THE HOSPITAL FACILITIES OFFER A VARIETY OF FINANCIAL ASSISTANCE PROGRAMS TO HELP UNINSURED AND UNDERINSURED PATIENTS. THE FINANCIAL ASSISTANCE PROGRAMS INCLUDED BELOW PROVIDE FREE OR DISCOUNTED EMERGENCY OR OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO INDIVIDUALS IF THEY MEET THE ESTABLISHED CRITERIA AND ARE DETERMINED TO BE ELIGIBLE. IN ADDITION TO THE FEDERAL POVERTY GUIDELINES, THE ORGANIZATIONS USE OTHER FACTORS IN DETERMINING ELIGIBILITY CRITERIA FOR FREE AND DISCOUNTED CARE. OTHER FACTORS TO DETERMINE ELIGIBILITY INCLUDE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - RESIDENCY; AND - UNDERINSURANCE STATUS. Schedule H, Part I, Line 6a MERIDIAN HOSPITALS CORPORATION, RARITAN BAY MEDICAL CENTER, PALISADES MEDICAL CENTER, INC. AND THE ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990 ARE PART OF AN ANNUAL COMMUNITY BENEFIT REPORT PREPARED BY HACKENSACK MERIDIAN HEALTH, INC., WHICH IS MADE AVAILABLE TO THE PUBLIC. AT HACKENSACK MERIDIAN, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. COMMUNITY-BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. HACKENSACK MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION. HACKENSACK MERIDIAN'S 2017 COMMUNITY BENEFIT REPORT CAN BE REQUESTED AT ANY ONE OF OUR FACILITIES. Schedule H, Part I, Line 7 THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $105,492,554; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION, RARITAN BAY MEDICAL CENTER AND PALISADES MEDICAL CENTER, INC. ("HOSPITALS"). MERIDIAN HOSPITALS CORPORATION USES THE COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT ("RVU") METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES. RARITAN BAY MEDICAL CENTER AND PALISADES MEDICAL CENTER, INC. BOTH USE WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES, IN THE IRS FORM 990 SCHEDULE H INSTRUCTIONS TO CALCULATE THE COST TO CHARGE RATIO. IN 2015, THE INTERNAL REVENUE SERVICE CLARIFIED IN THE INSTRUCTIONS FOR SCHEDULE H THAT GROUP RETURNS ARE REQUIRED TO USE TOTAL EXPENSES AS REPORTED IN CORE FORM, PART IX, LINE 25 AS THE DENOMINATOR WHEN CALCULATING THE COMMUNITY BENEFIT PERCENTAGE IN SCHEDULE H, PART I, LINE 7. THE ORGANIZATION FEELS THIS RESULTS IN AN UNDERSTATEMENT OF ITS COMMUNITY BENEFIT PERCENTAGE AS THE OTHER ORGANIZATIONS INCLUDED IN THE GROUP RETURN DO NOT CONTRIBUTE ANY EXPENSES TO THE NUMERATOR. THEREFORE, THE ORGANIZATION WAS CONSISTENT WITH PRIOR YEARS IN USING THE TOTAL HOSPITALS' EXPENSES IN THE DENOMINATOR TO CALCULATE THE COMMUNITY BENEFIT PERCENTAGE IN SCHEDULE H, PART I, LINE 7. THIS ALLOWS FOR A BETTER COMPARISON TO THE PRIOR YEARS AS THIS METHODOLOGY HAS HISTORICALLY BEEN USED IN THE CALCULATION AS WELL AS A MORE ACCURATE REFLECTION OF THE COMMUNITY BENEFIT PROVIDED BY THE HOSPITALS. As part of the hospitals' mission support, the organizations subsidize the loss of its non-profit physician practices so that they can provide medically necessary healthcare services to the community. Schedule H, Part I, Line 7g includes this mission support as part of the hospitals' subsidized services. Schedule H, Part III, Line 2 Accounts that reach the end of the self-pay billing cycle without payments or financial assistance approval are transferred to bad debt. Uninsured patient charges are discounted. Balances after insurance, such as deductibles, co-pays and coinsurance are not discounted. Schedule H, Part III, Line 3 Through the financial assistance program, all self-pay patients are interviewed. The amount reflected on line 3 represents those that are not compliant with documentation requirements and those who cannot be contacted, such as the homeless or patients who give erroneous information. Non-eligible patients, because they are over income limits, are not included. The patients that fall into this category have no means of paying their bill. Bad debt should be included as a community benefit because the organization provides much needed health care services indiscriminately to the community-at-large without regard to whether the patient has insurance or the ability to pay. Schedule H, Part III, Line 4 THE ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED RECEIVED AN AUDITED FINANCIAL STATEMENT. THE BAD DEBT FOOTNOTES TO THESE AUDITED FINANCIAL STATEMENTS OF HACKENSACK MERDIAN HEALTH, INC. CAN BE FOUND ON PAGES 15 & 18. Schedule H, Part III, Line 7 Hackensack Meridian Health is an integrated healthcare delivery network established to promote the charitable activities of its non-profit entities. The following hospitals are subsidiaries of Hackensack Meridian Health, Inc.: Meridian Hospitals Corporation, Raritan Bay Medical Center, Palisades Medical Center, Inc. and Hackensack University Medical Center (not included in this Form 990). Medicare revenue and allowable costs reported in Part III, Section B, were derived from the Medicare Cost Report for Meridian Hospitals Corporation, Raritan Bay Medical Center and Palisades Medical Center, Inc. However, Lines 6 and 7 in Part III do not include certain Medicare revenue and costs and does not present the entire financial impact of the program. Accordingly, the Medicare surplus reflected in Part III, Line 7 before the adjustments described below is significantly overstated by $112,412,744. - Part III excludes certain non-reimbursable Medical Center expenses that are not part of the Medicare Cost finding process. Medicare share of these costs would have reduced the Medicare surplus on Line 7 by $36,680,723. - Part III also excludes Medicare revenue and allowable costs from the Medicare Cost Report related to Health Professions Education, which were reported in Part I, Line 7F as required by the Schedule H instructions. If the Medicare share of Health Professions Education losses had been reported in Part III, the Medicare surplus on Line 7 would have been reduced by $8,479,911. - Furthermore, Part III also excluded Medicare revenue and costs from the Medicare Cost Report associated with subsidized health services which were reported in Part I, Line 7G as required by the Schedule H instructions. If the Medicare losses from the Medical Center's subsidized health services had been reported in Part III, the Medicare surplus in Line 7 would have been reduced by an additional $67,252,110. In addition, Hackensack University Medical Center's Form 990, Schedule H, Part III, Section B Medicare Shortfall is ($58,594,605). When added to the revised shortfall of the related hospitals included in this group Form 990, the total Medicare Shortfall in 2017 for Hackensack Meridian Health would have been ($143,415,838). Schedule H, Part III, Line 8 USING THE MEDICARE COST REPORT AS THE TOOL TO DEFINE COSTS (EXPENSES) IN THE DEVELOPMENT OF A FINANCIAL PERFORMANCE POSITION WILL GROSSLY UNDERSTATE THE TOTAL COSTS INCURRED BY AN ORGANIZATION NEEDED TO MEET THE DEMANDS OF ITS OPERATIONS. THE MEDICARE COST REPORT EXCLUDES CERTAIN INHERENT COSTS THAT WOULD HAVE BEEN OTHERWISE INCLUDED IN THE DEVELOPMENT OF A FINANCIAL PERFORMANCE POSITION. HAD THE COST ACCOUNTING SYSTEM BEEN USED TO PERFORM THIS CALCULATION, THE ORGANIZATION WOULD HAVE INCURRED A $84,821,233 SHORTFALL ON SCHEDULE H, PART III, LINES 5-7. The organization believes that its Medicare shortfall are community benefits because, as a hospital, it is stepping up to carry the burden of the government, by promoting health of the community as a whole and providing medically necessary healthcare services to all individuals in a non-discriminatory manner without regard to race, color, creed, sex, national origin, religion or ability to pay. Schedule H, Part III, Question 9B MERIDIAN HOSPITALS CORPORATION AND RARITAN BAY MEDICAL CENTER ------------------------------------------------------------------- THE POLICY ON BILLING AND COLLECTION ACTIONS OF CERTAIN SYSTEM HOSPITALS OF MERIDIAN HOSPITALS CORPORATION AND RARITAN BAY MEDICAL CENTER CONTAINS THE FOLLOWING PROVISION ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE: Current Accounts Receivable ("AR") that reach the end of the self-pay billing cycle (which consists of two statements and two letters over a period of approximately 90 days, without payment or evidence of Charity Care eligibility) are transferred to bad debt as stipulated in Patient Accounts policies and procedures. The System Entities do not engage in Extraordinary Collection Actions ("ECA") against an individual prior to reasonable efforts being made to determine whether the individual is Financial Assistance Program-eligible. For these purposes, reasonable efforts include the posting of signage and notices regarding the System's Financial Assistance Program, the provision of a plain-language summary as part of the hospitals intake process, the inclusion of specific information regarding the availability of financial assistance on all billing statements, communicating in person and by telephone regarding the availability of assistance and, in cases where an incomplete application is submitted, informing the patient in writing regarding the additional information/documentation required in order to determine the patient's eligibility. Under no circumstances will a System Entity (either directly or indirectly, by another person on its behalf) undertake any ECA during the 120 day period following the date of the first post-discharge billing statement issued to the patient. A System Entity may satisfy the notification requirements with respect to an individual's aggregated outstanding bills as long as 120 days have passed since the first post discharge statement for the most recent episode of care included in the aggregated bills. After the expiration of the 120 day period, if a System Entity intends to undertake an ECA, the System Entity (or third party on its behalf) will provide the patient with a final written notice stating the specific ECAs that will be undertaken if payment is not made or a financial assistance application is not submitted before a stated deadline, which must be at least 30 days after the date of the notice. The 30 day notice includes a plain language summary of the System's financial assistance policy. In keeping with the foregoing standards, once a patient account has completed the self-pay billing cycle, the System Entity will forward the account to a primary bad debt collection agency, which will work the account for 180 days. Accounts that remain unpaid at the end of 180 days are automatically reassigned to a secondary agency for an additional 180 days. Primary and secondary agencies do not pursue legal action on accounts. Secondary agency placement accounts that remain unpaid after 180 days are referred to attorneys. Such attorneys may provide the 30 day notice (described above) on behalf of the System Entity and, after the expiration of the stated deadline, may initiate ECAs on behalf of the System Entity. ECAs will include judgments, liens and garnishments and reporting to credit agencies. ECAs are suspended during this time if the patient submits a financial assistance application. The hospital continues to accept and process any financial assistance applications for up to 24 months after the original date of service. If the patient qualifies for Charity Care or the uninsured discount, any amounts previously paid by the patient in excess of their discounted charges will be refunded and any extraordinary collection efforts that have been taken will be reversed. PALISADES MEDICAL CENTER, INC. ---------------------------------------- Not Applicable. Schedule H, Part VI, Question 2 IN ADDITION TO THE INFORMATION REPORTED IN SCHEDULE H, PART V, SECTION B, QUESTIONS 1 THROUGH 12, THE ORGANIZATIONS ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE AS FOLLOWS: 1. ACCESS TO CARE/SERVICES IS ASSESSED REGULARLY TO IDENTIFY OPPORTUNITIES TO IMPROVE NETWORK ADEQUACY RELATIVE TO THE AVAILABILITY OF MEDICAL MANPOWER AND SITES OF SERVICE; 2. UTILIZATION IS TRACKED BY HACKENSACK MERIDIAN HEALTH ("HMH") OPERATIONAL LEADERS RELATIVE TO CAPACITY AND ABILITY TO ACCOMMODATE DEMAND. WHERE POTENTIAL CAPACITY AND THROUGHPUT CONCERNS ARE IDENTIFIED, FURTHER ASSESSMENTS ARE PERFORMED AND POTENTIAL SOLUTIONS ARE IDENTIFIED; AND 3. FOR KEY SERVICES, HMH HAS DEVELOPED CARE TRANSFORMATION SERVICE TEAMS TO ACCESS SERVICE-SPECIFIC NEEDS AND DEVELOP PLANS TO ADDRESS. Schedule H, Part VI, Question 3 In accordance with Internal Revenue Code Section 501(r)(4) the hospitals inform and educate patients and persons who may be billed for patient care about their eligibility for financial assistance by widely publicizing various documents. These documents are widely publicized in the following ways: - The Financial Assistance Policy ("FAP"), Application and Plain Language Summary ("PLS") are all available on-line; - Paper copies of the FAP, Application and PLS are available upon request by mail, without charge, and are provided in various areas throughout the hospitals including Main Registration desk, Emergency Room, and Patient Financial Services Department; - All patients are offered a copy of the PLS as part of the patient access/intake process; - Signs or displays are posted in public locations including Main Registration desk, Emergency Room, and Patient Financial Services offices that notify and inform patients about the availability of financial assistance; and - The FAP, Applications and PLS are available in English and in the primary language of populations with limited proficiency in English ("LEP") that constitute the lesser of 1,000 individuals or 5% of the community served by the hospitals' primary service areas. Translated versions FAP are available upon request in person at the address above and on the hospital websites. Schedule H, Part VI, Question 4 THE 9 HOSPITALS INCLUDED IN THIS FORM 990, SCHEDULE H SERVE THE COMMUNITIES OF MONMOUTH, OCEAN, MIDDLESEX, HUDSON AND BERGEN COUNTIES IN NEW JERSEY. The following information by county is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY ------------------------- POPULATION, 2017: 626,351 UNDER 5 YEARS OF AGE, 2016: 4.9% UNDER 18 YEARS OF AGE, 2016: 21.6% 65 YEARS OLD AND OVER, 2016: 16.6% PERSONS BELOW POVERTY LEVEL, 2012-2016: 7.1% MEDIAN HOUSEHOLD INCOME, 2012-2016: $ 87,297 RACIAL COMPOSITION, 2016: WHITE: 75.2% AFRICAN AMERICAN: 7.7% ASIAN: 5.6% HISPANIC OR LATINO ORIGIN: 10.8% OTHER: 0.7% OCEAN COUNTY ----------------- POPULATION, 2017: 597,943 UNDER 5 YEARS OF AGE, 2016: 6.9% UNDER 18 YEARS OF AGE, 2016: 23.6% 65 YEARS OLD AND OVER, 2016: 22.2% PERSONS BELOW POVERTY LEVEL, 2012-2016: 11.0% MEDIAN HOUSEHOLD INCOME, 2012-2016: $63,108 RACIAL COMPOSITION, 2016: WHITE: 84.7% AFRICAN AMERICAN: 3.5% ASIAN: 2.0% HISPANIC OR LATINO ORIGIN: 9.1% OTHER: 0.7% MIDDLESEX COUNTY ---------------------- POPULATION, 2017: 842,798 UNDER 5 YEARS OF AGE, 2016: 5.8% UNDER 18 YEARS OF AGE, 2016: 21.8% 65 YEARS OLD AND OVER, 2016: 14.1% PERSONS BELOW POVERTY LEVEL, 2012-2016: 8.6% MEDIAN HOUSEHOLD INCOME, 2012-2016: $80,716 RACIAL COMPOSITION, 2016: WHITE: 43.7% AFRICAN AMERICAN: 11.4% ASIAN: 24.8% HISPANIC OR LATINO ORIGIN: 19.4% OTHER: 0.7% HUDSON COUNTY --------------------- POPULATION, 2017: 691,643 UNDER 5 YEARS OF AGE, 2016: 6.9% UNDER 18 YEARS OF AGE, 2016: 20.5% 65 YEARS OLD AND OVER, 2016: 11.0% PERSONS BELOW POVERTY LEVEL, 2012-2016: 15.6% MEDIAN HOUSEHOLD INCOME, 2012-2016: $60,894 RACIAL COMPOSITION, 2016: WHITE: 28.9% AFRICAN AMERICAN: 15.0% ASIAN: 15.9% HISPANIC OR LATINO ORIGIN: 38.8% OTHER: 1.4% BERGEN COUNTY -------------------- POPULATION, 2017: 948,406 UNDER 5 YEARS OF AGE, 2016: 5.3% UNDER 18 YEARS OF AGE, 2016: 21.4% 65 YEARS OLD AND OVER, 2016: 16.5% PERSONS BELOW POVERTY LEVEL, 2012-2016: 6.9% MEDIAN HOUSEHOLD INCOME, 2012-2016: $88,487 RACIAL COMPOSITION, 2016: WHITE: 57.1% AFRICAN AMERICAN: 7.1% ASIAN: 16.7% HISPANIC OR LATINO ORIGIN: 18.6% OTHER: 0.5% Schedule H, Part VI, Question 5 HOPE Tower ---------------- Jersey Shore University Medical Center's HOPE Tower made tremendous strides in 2017, with a phased opening of floors beginning in the spring of 2018. The new ten-story outpatient facility on the hospital's east campus is a $265 million investment and will be home to a variety of outpatient services for the community. Those services include a beautiful state-of-the-art Cancer Care Center, advanced imaging, clinical research and medical education, pediatric and adult specialty offices (including medicine, psychiatry, obstetrics and gynecology, neurosurgery, endocrinology and others), the Christopher Center for Mental Health and Wellness, a 200+ seat amphitheater and high tech simulation laboratory. The Medical - Surgical Suite at Southwest Pavilion ------------------------------------------------------------------ At Ocean Medical Center, the new $18.5 million groundbreaking medical-surgical suite is dedicated to elective surgeries such as hip and joint replacements, bariatric and GI procedures. The suite integrates innovative designs, optimizes workflow and incorporates state-of-the-art technology to transform the patient experience. Working in close collaboration with team members and input from our patients, the design utilizes color, movement, art, music, natural light and technology to offer patients a welcoming nurturing and healing atmosphere that helps maximize time spent with patients. In addition, the new suite enhances the role family members play in the healing process, recognizing the vital emotional and physical benefit they provide loved ones. Convenient Care ============= Urgent Care Facilities --------------------------- Our new urgent care center in Freehold is a first-in-class facility that has everything patients expect from a traditional urgent care center, such as extended weekday and weekend hours, along with distinctive features that enhance the patient experience. Highlights include online registration that significantly reduces time spent in the waiting room, x-ray and laboratory services, and the ability to connect with a primary care or specialty physician if a follow up visit is needed. This model of care will be the standard for our next urgent care center opening in Monroe. CityMD --------- In partnership with New York-based CityMD, eight additional urgent care centers opened in Northern New Jersey in 2017. CityMD received the NCQA Patient-Centered Connected Care Recognition and is one of only three urgent care organizations in the entire country to receive this prestigious award. RediClinic ------------ Together with RediClinic, a leading operator of retail clinics, we opened convenient care clinics inside select Rite Aid pharmacies in Middlesex, Monmouth and Ocean counties. Staffed with nurse practitioners who are licensed to diagnose, treat, and, when appropriate, prescribe medications for common medical conditions, the clinics offer a broad range of preventive services, including health screenings, medical tests, immunizations, and basic physical exams, including back-to-school and sports physicals. The nurse practitioners are overseen by local medical directors who are affiliated with Hackensack Meridian Health. The clinics are open seven days a week, including extended weekday hours. Telehealth ------------ Through the use of smartphones, tablets, mobile devices or online video, Convenient Care Now by Hackensack Meridian Health allows patients to access quality physicians any time of day. Virtual physician visits are now available to residents of Monmouth, Ocean and Middlesex counties through the Network's partnership with Teladoc, Inc., the nation's first and largest telehealth provider. This service provides residents with 24/7/365 access to Teladoc's quality network of New Jersey-licensed, board-certified doctors via phone, mobile device or secure online video. The telehealth system offers virtual physician visits to the local community and provides easy access to non-urgent care. Accountable Care Organizations ------------------------------------------ For the second year in a row, Becker's Healthcare named Hackensack Meridian Health's accountable care organizations ("ACO's") to its 2017 list of 110 ACO's to Know. The Network's Medicare ACO's and clinically integrated network all marked major achievements this past year. The Meridian Health ACO made significant strides in preventative health, improving its scores for body mass index and pneumonia vaccinations as well as key diabetes measures. Innovation ======== Hackensack Meridian Health and the New Jersey Innovation Institute, a subsidiary of New Jersey Institute of Technology ("NJIT") opened the Agile Strategies Lab, the first incubator of its kind for health care advances in New Jersey in August, 2017. The lab, located on the NJIT campus in Newark, is designed to help create and launch the next wave of problem-solving in health care through better devices, improved technology and more efficient services to provide a higher quality of care, lower costs, and an enhanced patient experience. The concept is known as the Bear's Den. Ten companies have already pitched ideas to a panel of experts including venture capitalists, patent attorneys and a variety of physicians and network experts. While many of the nation's major academic medical centers have such incubators, this venture is truly unique because it brings together entrepreneurs and innovators from life sciences, engineering and technology, not just the clinical realm. Hackensack Meridian Health has committed $25 million, a new revenue stream to help companies develop trailblazing products and services. This seed money will help launch ideas to the point where they can become viable and receive financing through venture capitalists. Partnerships ========== The Memorial Sloan Kettering-Hackensack Meridian Health partnership brings together unparalleled cancer care experts to find more cures faster while ensuring access to the highest-quality, personalized cancer care when and where people need it. With deep local roots, Memorial Sloan Kettering and Hackensack Meridian Health treat one in five New Jersey residents who are diagnosed with cancer. By working together to develop standard protocols across all of our sites in the state, we share an unrivaled ability to accelerate discoveries, advance the continuum of cancer care and create new hope for patients in New Jersey and beyond. Cancer Science Today is a new series of educational events made possible through our partnership, and features interactive community talks from leading oncology experts. Guests are given the opportunity to ask questions and learn about exciting new advances and breakthroughs in cancer care including topics such as genetics, precision medicine and immuno-oncology. These events are just one way Memorial Sloan Kettering and Hackensack Meridian Health are working together to provide new resources for individuals and families who are impacted by cancer. In May 2017, St. Joseph's Healthcare System and Hackensack Meridian Health announced a home care and hospice partnership. The two organizations formed a jointly owned home health services agency and hospice services agency to serve patients and families across Bergen, Passaic and parts of Morris County. Bringing together these first-class organizations will set a new standard of excellence in home health services, providing a high-quality, highly coordinated and professional continuum of care to patients in the comfort of their homes. In October 2017, IBM Watson Health, Cancer Outcomes Tracking and Analysis ("COTA"), and Hackensack Meridian Health collaborated to pilot a combination of IBM Watson and Cota technology for the first time - bringing Cota's value based care and real-world data into IBM's Watson for Oncology clinical decision support tool. Watson for Oncology was used by oncologists to help identify and rank treatment options, providing links to supporting evidence, empowering oncologists with unparalleled insights as they consider the right course for their patient. Cota derived abstracted and benchmark data and embedded patient classification into Watson for Oncology to analyze meaning and context from clinical notes, reports and key patient information within the context of treatment planning. Hackensack Meridian Health remains committed to improving the health of not only its patients but of its entire community, and is proud of its many sports and organizational partnerships which include: the New York Giants, the New York Red Bulls, the Northern Trust PGA, the New Jersey Devils, Brooklyn Nets, and key Madison Square Garden properties including the New York Knicks, New York Liberty, the Garden of Dreams and Radio City Music Hall. During the summer of 2017, Hackensack Meridian Health also kicked off a new sponsorship of the PNC Bank Arts Center's Summer Concert Series. This partnership helped us connect with thousands of co Schedule H, Part VI, Question 6 HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE TAX-EXEMPT PARENT OF HACKENSACK MERIDIAN HEALTH ("NETWORK"). THIS INTEGRATED HEALTHCARE DELIVERY NETWORK CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER HMH OR ANOTHER NETWORK AFFILIATE CONTROLLED BY HMH. THE NETWORK IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT NEW JERSEY. HMH IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE CENTRAL ORGANIZATION IN THE GROUP RULING OF THE TAX-EXEMPT ENTITIES INCLUDED IN THIS GROUP TAX RETURN, HMH STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE NETWORK WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF NEW JERSEY. HMH ENSURES THAT ITS NETWORK PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE NETWORK'S ACTIVE HOSPITALS INCLUDE: - HACKENSACK UNIVERSITY MEDICAL CENTER, - JERSEY SHORE UNIVERSITY MEDICAL CENTER, - RIVERVIEW MEDICAL CENTER, - OCEAN MEDICAL CENTER, - SOUTHERN OCEAN MEDICAL CENTER, - BAYSHORE COMMUNITY HOSPITAL, - K. HOVNANIAN CHILDREN'S HOSPITAL, - RARITAN BAY MEDICAL CENTER, AND - PALISADES MEDICAL CENTER, INC. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. PLEASE REFER TO SCHEDULE R FOR A LISTING OF ALL AFFILIATED ORGANIZATIONS. QUALITY, SAFETY AND CONSISTENCY ARE AT THE CORE OF WHAT WE BRING TO THE PEOPLE OF NEW JERSEY AND TO THOSE WHO TRAVEL HERE FOR OUR CARE AND SERVICES. THE PHYSICIANS AND CAREGIVERS FROM HACKENSACK MERIDIAN HEALTH ARE AMONG THE FINEST IN THE NATION - STREAMLINING CARE, PUTTING THEIR HEARTS AND MINDS INTO THE CARE THEY PROVIDE, OFFERING PATIENTS MORE OPTIONS AND DISCOVERING AND INNOVATING FOR TOMORROW. HACKENSACK MERIDIAN HEALTH COMBINES THE EXCELLENCE AND INNOVATION OF ACADEMIC MEDICAL CENTERS WITH THE CONVENIENCE AND COMPASSION OF COMMUNITY-BASED CARE AND SERVICES. THE NETWORK CONSISTS OF 13 HOSPITALS, INCLUDING TWO ACADEMIC MEDICAL CENTERS, TWO CHILDREN'S HOSPITALS, NINE ACUTE CARE HOSPITALS, PHYSICIAN PRACTICES, MORE THAN 120 AMBULATORY CARE CENTERS, SURGERY CENTERS, HOME HEALTH SERVICES, LONG-TERM CARE AND ASSISTED LIVING COMMUNITIES, AMBULANCE SERVICES, LIFESAVING AIR MEDICAL TRANSPORTATION, FITNESS AND WELLNESS CENTERS, REHABILITATION CENTERS AND URGENT CARE AND AFTER-HOURS CENTERS. HACKENSACK MERIDIAN HEALTH ALSO TRAINS TOMORROW'S DOCTORS AND ALLIED HEALTH PROFESSIONALS AND CONDUCTS SIGNIFICANT RESEARCH THAT RESULTS IN NEW WAYS OF PREVENTING AND TREATING DISEASE. HIGH ON THE LIST OF MILESTONES WILL BE THE OPENING IN JULY 2018 OF HACKENSACK MERIDIAN SCHOOL OF MEDICINE AT SETON HALL UNIVERSITY, THE ONLY PRIVATE SCHOOL OF MEDICINE IN NEW JERSEY, TO FURTHER PUNCTUATE HACKENSACK MERIDIAN HEALTH'S FOCUS ON ACADEMIC EXCELLENCE. THE SCHOOL OF MEDICINE WILL OFFER A UNIQUE APPROACH IN WHICH STUDENTS FROM NURSING AND ALLIED HEALTH SCIENCES WILL TAKE CLASSES WITH FUTURE DOCTORS TO PRODUCE TEAM-BASED CARE THAT PROVIDES MORE COLLABORATIVE CARE AND BETTER OUTCOMES. BY COMBINING AND SHARING RESOURCES AND IDENTIFYING EFFICIENCIES, HACKENSACK MERIDIAN HEALTH IS PROVIDING PATIENTS WITH THE HIGHEST QUALITY CARE AT THE MOST APPROPRIATE COST, MEETING THE NEEDS OF THE LARGER COMMUNITIES IT SERVES AND ENHANCING ITS ABILITY TO BE INNOVATIVE IN THE DELIVERY OF CARE. Schedule H, Part VI, Question 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. HACKENSACK MERIDIAN HEALTH PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC. true AMERICAN CANCER SOCIETY 1035 HOOPER AVE TOMS RIVER NJ 08753 160743902 501(C)(3) 14500 RESEARCH SUPPORT AMERICAN HEART ASSOCIATION 208 WEST END AVE BRIDGEWATER NJ 08807 135613797 501(C)(3) 35000 RESEARCH SUPPORT HOLIDAY EXPRESS INC 1184 OCEAN AVE C-8 SEA BRIGHT NJ 07760 223470019 501(C)(3) 10150 SAFETY & WELLNESS MONMOUTH PARK CHARITY FUND 175 OCEANPORT AVE OCEANPORT NJ 07757 226063135 501(C)(3) 11000 SAFETY & WELLNESS TWO RIVER THEATER COMPANY INC 21 BRIDGE AVE RED BANK NJ 07701 521857757 501(C)(3) 10000 ART & CULTURE MONMOUTH COUNCIL BOY SCOUTS OF AMERICA 705 GINESI DRIVE MORGANVILLE NJ 07751 210634963 501(C)(3) 12500 CHILDREN'S HEALTH MONMOUTH UNIVERSITY 400 CEDAR AVE WEST LONG BRANCH NJ 07764 210634584 501(C)(3) 5250 HIGHER EDUCATION BIG BROTHERS BIG SISTERS 174 MAIN STREET EATONTOWN NJ 07724 222155416 501(C)(3) 12100 CHILDREN'S HEALTH SUSAN G KOMEN TWO PRINCESS RD LAWRENCEVILLE NJ 08648 732052349 501(C)(3) 14300 RESEARCH SUPPORT ARC MONMOUTH 1158 WAYSIDE RD TINTON FALLS NJ 07712 222545563 501(c)(3) 7000 COMMUNITY SUPPORT GIRL SCOUTS OF THE JERSEY SHORE INC 242 ADELPHIA ROAD FARMINGDALE NJ 07727 210731966 501(C)(3) 11690 SAFETY & WELLNESS NJ VIETNAM VETERANS MEMORIAL FOUNDATION PO BOX 648 HOLMDEL NJ 07733 222918698 501(C)(3) 6000 ART & CULTURE MICHAEL GERARD PUHARIC MEMORIAL FUND INC PO BOX 787 MATAWAN NJ 07747 223761121 501(C)(3) 6250 CHILDREN'S HEALTH 180 TURNING LIVES AROUND INC 1 BETHANY ROAD BLDG 3 HAZLET NJ 07730 222130220 501(C)(3) 5500 SAFETY & WELLNESS GEORGIAN COURT UNIVERSITY 900 LAKEWOOD AVENUE LAKEWOOD NJ 08701 210634981 501(C)(3) 10000 HIGHER EDUCATION AMERICAN ACADEMY OF PEDIATRICS INC 141 NW POINT BLVD ELD GROVE VILL IL 60007 362275597 501(C)(3) 7500 RESEARCH SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION 3430 SUNSET AVENUE STE 21A OCEAN NJ 07712 231907729 501(C)(3) 8500 HEALTH & WELLNESS JFK AUXILIARY 65 JAMES STREET EDISON NJ 08818 226019101 501(C)(3) 15000 HEALTH & WELLNESS NJ ORGAN & TISSUE SHARING NETWORK INC 691 CENTRAL AVE NEW PROVIDENCE NJ 07974 222490603 501(C)(3) 17500 HEALTH & WELLNESS ST JOSEPH'S HOSPITAL & MEDICAL CENTER FOUNDATION PO BOX 29000 NEWARK NJ 07101 222448138 501(C)(3) 15000 HEALTH & WELLNESS AHAVAS TZEDAKAH INC 816 FOREST AVENUE LAKEWOOD NJ 08701 223719783 501(C)(3) 12000 HEALTH & WELLNESS JERSEY SHORE PARTNERSHIP FOUNDATION INC 331 NEWMAN SPRINGS RD RED BANK NJ 07701 161759519 501(C)(3) 10000 SAFETY & WELLNESS PATRIOTS PATH COUNCIL INC 222 COLUMBIA TPKE FLORHAM PARK NJ 07932 223661431 501(C)(3) 10000 CHILDREN'S HEALTH ARTHRITIS FOUNDATION 1330 WEST PEACHTREE ST NW ATLANTA GA 30309 581341679 501(C)(3) 10000 HEALTH & WELLNESS COUNT BASIE THEATER INC 99 MONMOUTH STREET RED BANK NJ 07701 221950890 501(C)(3) 7500 ART & CULTURE PALISADES MEDICAL ASSOCIATES LLC 1350 CAMPUS PKWY NEPTUNE NJ 07753 223814193 501(C)(3) 5105342 SUBSIDY MERIDIAN MEDICAL GROUP-PEDIATRIC UROLOGY PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 813921186 501(C)(3) 449600 SUBSIDY SOMC MEDICAL GROUP PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 271412183 501(C)(3) 518649 SUBSIDY MERIDIAN MEDICAL GROUP-PRIMARY CARE PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 141981653 501(C)(3) 14728738 SUBSIDY MERIDIAN MEDICAL GROUP-SPECIALTY CARE PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 141981647 501(C)(3) 34354191 SUBSIDY MERIDIAN MEDICAL GROUP-FACULTY PRACTICE PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 061755230 501(C)(3) 25713671 SUBSIDY MERIDIAN TRAUMA ASSOCIATES PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 141981651 501(C)(3) 2317457 SUBSIDY MERIDIAN PEDIATRIC SURGICAL ASSOCIATES PC 1350 CAMPUS PKWY NEPTUNE NJ 07753 770720131 501(C)(3) 2354380 SUBSIDY 33 0 EDUCATIONAL SCHOLARSHIPS 221 213600 HARDSHIP ASSISTANCE 245 203263 SCHEDULE I, PART I; QUESTION 1 OVER THE YEARS, HACKENSACK MERIDIAN HEALTH HAS BEEN FORTUNATE ENOUGH TO OFFER SUPPORT TO CHARITABLE ORGANIZATIONS THROUGH CHARITABLE DONATIONS IN HACKENSACK MERIDIAN HEALTH'S COMMUNITY SERVICE AREA. ADDITIONALLY, HACKENSACK MERIDIAN ENCOURAGES ITS LEADERS, PHYSICIANS, AND TEAM MEMBERS TO SERVE ON THESE LOCAL CHARITABLE ORGANIZATION BOARDS AND COMMITTEES TO ENSURE THAT CONTRIBUTIONS OFFERED THROUGH HACKENSACK MERIDIAN ARE UTILIZED APPROPRIATELY. HACKENSACK MERIDIAN ESTABLISHES AN ANNUAL AMOUNT TO BE DONATED TO SUPPORT OTHER LOCAL TAX-EXEMPT CHARITIES AND UTILIZES THE FOLLOWING CRITERIA IN EVALUATING THE NUMEROUS REQUESTS RECEIVED FROM LOCAL TAX-EXEMPT CHARITIES: - GROUPS THAT PROMOTE AWARENESS OF HEALTH-RELATED ISSUES; - COMMUNITY ASSOCIATIONS THAT HELP THOSE IN NEED OF BASIC NECESSITIES INCLUDING, BUT NOT LIMITED TO, FOOD, CLOTHING, AND SHELTER; - ORGANIZATIONS THAT ENCOURAGE YOUNG PEOPLE TO ACHIEVE THEIR POTENTIAL, USE THEIR IMAGINATION, AND KEEP THEM SAFE FROM HARM; AND - SOCIAL SERVICES THAT PROVIDE RELIEF AND COUNSELING TO THOSE SUFFERING FROM ABUSE. MERIDIAN VERIFIES THE USE OF CONTRIBUTED FUNDS BY ATTENDING SUPPORTED EVENTS, REQUESTING COPIES OF JOURNAL ADS OR PROOF OF "FUNDED-BY" SIGNAGE, REVIEWING ORGANIZATIONAL ANNUAL REPORTS, AND VOLUNTEERING WITH THESE ORGANIZATIONS TO ENSURE THE ADVANCEMENT OF THE SUPPORTED MISSION. SCHEDULE I; PART III SCHOLARSHIPS AND HARDSHIP ASSISTANCE ARE AWARDED BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY HACKENSACK MERIDIAN HEALTH, INC. THE SCHOLARSHIP AND HARDSHIP ASSISTANCE RECIPIENTS ARE SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA. X X X X X true true false false false false false false false Steven G Littleson President, MHC/Trustee 1002507 0 434300 0 367371 0 211323 0 30534 0 2046035 0 0 0 Robert C Garrett Trustee/CO-CEO 0 1701568 0 1225000 0 921286 0 823023 0 24555 0 4695432 0 0 John K Lloyd FACHE Trustee/CO-CEO 1699684 0 1225000 0 584636 0 851842 0 32079 0 4393241 0 0 0 Michael F Lospinuso MD FACS Trustee 170800 0 0 0 0 0 0 0 0 0 170800 0 0 0 Anthony J Passannante Jr MD President, PMC/Trustee 651936 0 0 0 78960 0 0 0 18246 0 749142 0 0 0 Joseph M Lemaire Treasurer/Trustee 996236 0 664643 0 555776 0 63929 0 36939 0 2317523 0 0 0 Joseph E Stampe President/Trustee 405473 0 107160 0 60815 0 74125 0 31675 0 679248 0 0 0 Ihor S Sawczuk MD President, HUMC/Trustee 0 1407123 0 388988 0 388956 0 213318 0 24577 0 2422962 0 102648 Jon M Fitzgerald Chief Dev Off,HUMC/Trustee 0 498210 0 240825 0 21060 0 33471 0 34627 0 828193 0 0 Andrew Rubenstein MD Trustee 0 240000 0 16200 0 400 0 4800 0 1850 0 263250 0 0 Mark D Schlesinger MD Trustee 0 109211 0 10693 0 23618 0 9707 0 10938 0 164167 0 0 Paul Huegel Sr Exec Dir, JSUMCF/Trustee 236255 0 0 0 2578 0 8409 0 17152 0 264394 0 0 0 Kenneth N Sable MD Trustee - PRESIDENT JSUMC 771796 0 259840 0 138241 0 136918 0 41608 0 1348403 0 0 0 Timothy J Hogan FACHE Trustee - PRESIDENT RMC & BMC 661503 0 207474 0 211887 0 143571 0 22518 0 1246953 0 0 0 John D Royall MD Trustee 395474 31518 0 20000 6278 490 9450 0 1158 0 412360 52008 0 0 Jennifer L Smith Trustee - EXEC DIR RMCF & BMCF 181162 0 37459 0 2298 0 13683 0 26846 0 261448 0 0 0 Matthew Lang Sr Exec Dir, OMCF/Trustee 128024 0 0 0 2709 0 4704 0 27122 0 162559 0 0 0 Dean Q Lin Trustee - PRESIDENT OMC 610052 0 183520 0 109506 0 109057 0 30835 0 1042970 0 0 0 Paul Chung MD Trustee 460982 0 0 0 25225 0 9450 0 32467 0 528124 0 0 0 Robert Adams Trustee - PRESIDENT SOMC 324611 0 62295 0 16174 0 66454 0 28417 0 497951 0 0 0 James Young Trustee 147463 0 0 0 1842 0 4385 0 26135 0 179825 0 0 0 Adrian M Pristas MD Trustee 148131 0 0 0 722 0 6010 0 9099 0 163962 0 0 0 Linda Hill Exec Director, RBHCF/Trustee 147233 0 45003 0 676 0 0 0 7351 0 200263 0 0 0 Michael R D'Agnes FACHE Trustee 627842 0 207793 0 167812 0 5349 0 10614 0 1019410 0 0 0 Joseph Burt Exec Director, PMCF/Trustee 256112 0 0 0 413 0 0 0 25141 0 281666 0 0 0 Robert L Glenning Pres, Financial Svcs Div, CFO 0 1109463 0 444194 0 476144 0 446814 0 34875 0 2511490 0 0 Bruce J Markowitz Trustee, Pres PMC(Term 7/1/17) 1110785 0 0 0 613589 0 80338 0 28893 0 1833605 0 0 0 Andrew L Pecora MD Pres, Phys. Svcs Div, CIO 0 1111562 0 438381 0 141587 0 292581 0 3826 0 1987937 0 19768 Patrick Young Pres, Pop Health Solutions 770596 0 476525 0 137084 0 134025 0 30168 0 1548398 0 0 0 James Blazar EVP, Chief Strategy Officer 0 731914 0 318189 0 159719 0 251881 0 27045 0 1488748 0 0 Audrey C Murphy RN Esq EVP, General Councel, Hospital 0 630481 0 205910 0 289973 0 244274 0 35284 0 1405922 0 77806 Ann B Gavzy Esq EVP, General Councel, Network 633738 0 220914 0 253681 0 162432 0 4138 0 1274903 0 0 0 Nancy Corcoran-Davidoff EVP, Chief Experience Officer 0 527746 0 233193 0 299854 0 278117 0 19933 0 1358843 0 89164 Catherine Ainora EVP, Chief Integration Officer 0 642587 0 247595 0 143754 0 109680 0 10060 0 1153676 0 0 Sherrie String EVP,Chief HR Off(Term 6/12/17) 406233 0 194293 0 324596 0 9450 0 22687 0 957259 0 0 0 Marty B Scott Sr VP, Chief Quality Officer 514152 0 155375 0 87308 0 89730 0 31886 0 878451 0 0 0 Joseph Coyle Sr VP, Realty 481405 0 124850 0 166978 0 97472 0 22791 0 893496 0 0 0 James Clarke MD VP, Primary Care & Transition 548227 0 100725 0 19707 0 9450 0 22736 0 700845 0 0 0 Marilyn Koczan Sr VP, Revenue Cycle Ops 432191 0 95250 0 135622 0 111555 0 20790 0 795408 0 0 0 Joseph Mannion MD Sr VP, Information Technology 542227 0 97010 0 22880 0 76672 0 921 0 739710 0 0 0 John Calandriello FHFMA CPA Former CFO, PMC 550622 0 0 0 261460 0 0 0 17566 0 829648 0 0 0 George Edward Davis Former Admin, PMC 0 0 0 0 437609 0 0 0 0 0 437609 0 0 0 David Berkowitz Former COO, PMC 46841 0 0 0 169854 0 41535 0 500 0 258730 0 0 0 SCHEDULE J, PART I; QUESTION 3 PLEASE REFER TO OUR RESPONSE TO CORE FORM, PART VI, QUESTION 15B INCLUDED IN SCHEDULE O. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2017. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: BRUCE J. MARKOWITZ, $456,639; SHERRIE STRING, $161,969; JOHN CALANDRIELLO, FHFMA, CPA $232,500; GEORGE EDWARD DAVIS, $437,388; AND DAVID BERKOWITZ, $167,084. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2 AS TAXABLE WAGES: STEVEN G. LITTLESON, $328,580; ROBERT C. GARRETT, $596,700; JOHN K. LLOYD, FACHE, $516,500; ANTHONY J. PASSANNANTE, JR., M.D. $78,000; JOSEPH M. LEMAIRE, $507,407; JOSEPH E. STAMPE, $52,157; IHOR S. SAWCZUK, M.D., $295,216; KENNETH N. SABLE, M.D., $104,042; TIMOTHY J. HOGAN, FACHE, $197,893; DEAN Q. LIN, $85,114; MICHAEL R. D'AGNES, FACHE, $125,000; ROBERT L. GLENNING, $309,312; ANDREW L. PECORA, M.D., $110,276; PATRICK YOUNG, $100,250; JAMES BLAZAR, $114,855; AUDREY C. MURPHY, RN, ESQ., $184,881; ANN B. GAVZY, ESQ., $215,873; NANCY R. CORCORAN-DAVIDOFF, $206,213; CATHERINE AINORA, $100,230; SHERRIE STRING, $135,370; MARTY B. SCOTT, $73,718; JOSEPH P. COYLE, $131,709; AND MARILYN KOCZAN, $84,497. THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A KEY EMPLOYEE SHARE OPTION PLAN ("KEYSOP") WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2 AS TAXABLE WAGES: ROBERT C. GARRETT, $77,476; AND IHOR S. SAWCZUK, M.D., $27,812. HACKENSACKUMC, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, ON JANUARY 1, 2011, INSTITUTED A DEFERRED COMPENSATION PROGRAM UNDER INTERNAL REVENUE CODE SECTION 401(A) WHEREIN THE ORGANIZATION MATCHES 2% OF AN INDIVIDUAL'S SALARY UP TO A MAXIMUM OF $5,400. THE MATCH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE AMOUNTS WERE NOT INCLUDED IN CERTAIN INDIVIDUALS' 2017 FORM W-2 AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES A RETENTION BONUS WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS AMOUNT. THE AMOUNTS WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2 AS TAXABLE WAGES: ROBERT C. GARRETT AND ROBERT L. GLENNING. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2 AS TAXABLE WAGES: STEVEN G. LITTLESON, ROBERT C. GARRETT, JOHN K. LLOYD, FACHE, JOSEPH M. LEMAIRE, IHOR S. SAWZUK, M.D., JON M. FITZGERALD, TIMOTHY J. HOGAN, FACHE, ROBERT L. GLENNING, ANDREW L. PECORA, M.D., JAMES BLAZAR, AUDREY C. MURPHY, RN, ESQ., ANN B. GAVZY, ESQ., NANCY R. CORCORAN-DAVIDOFF AND JOSEPH P. COYLE. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES BENEFITS IN AN EXECUTIVE DEFERRED COMPENSATION PLAN. THE AMOUNTS WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2 AS TAXABLE WAGES: JOSEPH E. STAMPE, KENNETH N. SABLE, M.D., DEAN Q. LIN, ROBERT ADAMS, PATRICK YOUNG, MARTY B. SCOTT, MARILYN KOCZAN AND JOSEPH MANNION, M.D. Peter Litwin Family Member - Trustee 106331 Employee true Larson Whelan Family Member - Trustee/Officer 88369 Employee true Orest Bezpalko Family Member - Trustee 46975 Contractor true Sage Farrar Kealy Family Member - Trustee 111876 Employee true Asaad Hani Samra MD Family Member - Trustee 42224 Contractor true X 9 8850 FMV X 10410 FMV X 11645 FMV X 2 425000 FMV X 11 292140 FMV X BONUS TV SPOTS 3 649050 FMV X EVENT TICKETS 108 228043 FMV X GIFT CARDS 57 29170 FMV X VARIOUS 147 387470 FMV 0 false true false SCHEDULE M, PART I THE ORGANIZATION IS REPORTING IN SCHEDULE M, PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS. CORE FORM, PART I; SUMMARY OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR EACH SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 (SOME BOARD MEMBERS SERVE ON MULTIPLE BOARDS AS INDICATED IN THE PART VII DISCLOSURE INCLUDED IN SCHEDULE O): - MERIDIAN HOSPITALS CORPORATION; 25 VOTING, 14 INDEPENDENT; - RARITAN BAY MEDICAL CENTER; 25 VOTING, 14 INDEPENDENT; - PALISADES MEDICAL CENTER, INC.; 19 VOTING, 16 INDEPENDENT; - HMH PHYSICIAN SERVICES, INC.; 3 VOTING, 0 INDEPENDENT; - HACKENSACK MERIDIAN NURSING AND REHABILITATION, INC.; 12 VOTING, 7 INDEPENDENT; - PALISADES GENERAL CARE, INC.; 19 VOTING, 16 INDEPENDENT; - HACKENSACK MERIDIAN HOME CARE SERVICES, INC.; 12 VOTING, 7 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 12 VOTING, 7 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 15 VOTING, 10 INDEPENDENT; - HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 78 VOTING, 67 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 11 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 26 VOTING, 16 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 19 VOTING, 12 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; 20 VOTING; 14 INDEPENDENT; - BAYSHORE MEDICAL CENTER FOUNDATION, INC.; 21 VOTING; 15 INDEPENDENT; - RARITAN BAY HEALTHCARE FOUNDATION, INC.; 11 VOTING, 7 INDEPENDENT; - PALISADES MEDICAL CENTER FOUNDATION, INC.; 11 VOTING, 8 INDEPENDENT; - HACKENSACK MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 7 INDEPENDENT; - BERGEN HEALTH MANAGEMENT SYSTEM, INC.; 6 VOTING, 4 INDEPENDENT; AND - HACKENSACK MERIDIAN AMBULATORY VENTURES, INC.; 14 VOTING, 10 INDEPENDENT. CORE FORM, PART III; LINE 4D PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES, SUCH AS EMERGENCY DEPARTMENT, OBSTETRICS & NEWBORNS, CHEMOTHERAPY, ONCOLOGY, BEHAVIORAL HEALTH, ETC., TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. CORE FORM, PART VI, SECTION A; QUESTION 2 - PETER C. GERHARD AND KRISTEN GERHARD - FAMILY RELATIONSHIP; - SAMUEL P. TOSCANO, JR. AND SANDRA KEARY - FAMILY RELATIONSHIP; AND - GEORGE T. CROONQUIST AND G. THOMAS CROONQUIST, JR. - FAMILY RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE SOLE MEMBER OF ALL SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"). HMH HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. HACKENSACK MERIDIAN HOME CARE SERVICES, INC., A SUBORDINATE INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990, HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B These organizations are subsidiaries of Hackensack Meridian Health, Inc. ("HMH"); a tax-exempt integrated healthcare delivery network. HMH's finance personnel prepared the Federal Form 990, which was then reviewed by other appropriate internal staff for accuracy. HMH retained a firm of independent certified public accountants with experience and expertise in health care and not-for-profit tax return preparation to review and file the Form 990. HMH's Board of Trustees designated the Audit and Compliance Committee ("ACC") to review the Form 990 of HMH's subsidiaries. The Form 990 was provided to the members of the ACC for review. The Form 990 was then provided to each voting member of HMH's governing body, its Board of Trustees, prior to filing with the Internal Revenue Service. The HMH Board of Trustees has the final governing authority over the subsidiaries of HMH. CORE FORM, PART VI, SECTION B; QUESTION 12C HACKENSACK MERIDIAN HEALTH, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF HACKENSACK MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK, HAS ADOPTED A NETWORK-WIDE CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE NETWORK'S CHIEF COMPLIANCE OFFICER FOR REVIEW. THE CHIEF COMPLIANCE THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE NETWORK'S GOVERNANCE AND BOARD DEVELOPMENT COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE CHIEF COMPLIANCE OFFICER IN CONJUNCTION WITH THE GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY. CORE FORM, PART VI, SECTION B; QUESTION 15B THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK IN WHICH HACKENSACK MERIDIAN HEALTH, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION. THE EXECUTIVE AND PHYSICIAN COMPENSATION COMMITTEE ("COMMITTEE") OF HACKENSACK MERIDIAN HEALTH, INC. IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTH CARE NETWORK AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH NETWORK CAN FULFILL ITS CHARITABLE MISSION AND STRATEGIC OBJECTIVES. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION", INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED, ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE CHIEF EXECUTIVE OFFICER(S), OTHER OFFICERS AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS, AND RECEIVES NATIONAL AND REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND, BASED UPON THE EXECUTIVE COMPENSATION PHILOSOPHY, THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE, REVIEWS AND APPROVES COMPENSATION FOR EACH INDIVIDUAL. GUIDED AT EACH MEETING BY OUTSIDE COUNSEL TO THE COMMITTEE, THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE IS INTENTIONALLY STRUCTURED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE COMMITTEE, WHICH IS AN "AUTHORIZED BODY" OF THE ORGANIZATION COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE IRS REGULATIONS UNDER SECTION 4958; 2. THE COMMITTEE OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" (FOR COMPARABLE POSITIONS AT SIMILAR HEALTHCARE ORGANIZATIONS) PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY THE COMMITTEE'S INDEPENDENT CONSULTING FIRM WITH EXPERTISE IN THE AREA OF NOT-FOR-PROFIT HEALTH CARE EXECUTIVE COMPENSATION; AND 3. THE COMMITTEE THOROUGHLY DOCUMENTS ITS REVIEW AND APPROVAL PROCESS, AS WELL AS THE BASIS FOR ITS APPROVALS, CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS DESCRIBED IN THE REGULATIONS. AS APPROPRIATE, THE COMMITTEE SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE COMPENSATION ARRANGEMENTS APPROVED BY THE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE FULL BOARD BY THE CO-CHAIRS OF THE COMMITTEE. CORE FORM, PART VI, SECTION C; QUESTION 19 THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK ("NETWORK"). CERTAIN SUBORDINATE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE NETWORK'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. ALSO, EACH SUBORDINATE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE SUBORDINATE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.HACKENSACKMERIDIANHEALTH.ORG, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS WHO WORKED FULL-TIME FOR HACKENSACK MERIDIAN HEALTH AND RECEIVED COMPENSATION AND BENEFITS FOR SERVICES RENDERED TO HACKENSACK MERIDIAN HEALTH. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING BUT DOES NOT INCLUDE ALL RELATED ORGANIZATIONS. PART VII INCLUDES, AS OF DECEMBER 31, 2017, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, PART VII INCLUDES THE REMAINING TOP FIVE HIGHEST PAID EMPLOYEES AMONGST ALL ENTITIES COMBINED AFTER OFFICERS AND KEY EMPLOYEES OF ALL ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED IN ORDER OF TRUSTEE, OFFICER, KEY EMPLOYEE AND HIGHEST PAID EMPLOYEES. OUTLINED BELOW IS A SUMMARY OF THE BOARD OF TRUSTEES BY ORGANIZATION. [* INDICATES THE MEMBER SERVES ON MORE THAN ONE BOARD REPORTED ON THIS GROUP RETURN]: Meridian Hospitals Corporation ======================== Thomas J Kononowitz* William Lawless, PhD* Meredyth R Armitage* Joseph Mancini* Steven G Littleson* Peter S Reinhart, Esq* Kathleen T Ellis* Susan Hassmiller, RN, PhD* Luke Kealy, Esq* Ashokvardhan Veldanda, MD* Peter H Wegener, Esq* Serena DiMaso, Esq* Joseph Jankowski* Said Samra, MD* Peter S Falvo, Jr, Esq* Gordon N Litwin, Esq* Ramon Solhkhah, MD* Robert C Garrett* John K Lloyd, FACHE* Steven P Lisser, MD* Michael F Lospinuso, MD, FACS* Bonnie Robinson-Gallaro, MD* Cornelius Gallagher, MD* Lynn Bezpalko, DO* Gregorio Guillen, MD* Raritan Bay Medical Center ====================== Thomas J Kononowitz* William Lawless, PhD* Meredyth R Armitage* Joseph Mancini* Steven G Littleson* Peter S Reinhart, Esq* Kathleen T Ellis* Susan Hassmiller, RN, PhD* Luke Kealy, Esq* Ashokvardhan Veldanda, MD* Peter H Wegener, Esq* Serena DiMaso, Esq* Joseph Jankowski* Said Samra, MD* Peter S Falvo, Jr, Esq* Gordon N Litwin, Esq* Ramon Solhkhah, MD* Robert C Garrett* John K Lloyd, FACHE* Steven P Lisser, MD* Michael F Lospinuso, MD, FACS* Bonnie Robinson-Gallaro, MD* Cornelius Gallagher, MD* Lynn Bezpalko, DO* Gregorio Guillen, MD* Palisades Medical Center, Inc. ======================== Theresa De Leon, JD* Andrew Horowitz* Kevin O'Connor* Leonard Lauricella* Anthony J Passannante, Jr, MD* Suri Ponamgi, MD* Aida Capo, MD* Jeffrey Raskin, MD* Alexander Duran* Thomas M Eastwick* John C Meditz* Constantine Potamianos, Esq* Dennis Robinson* Mario Marghella* Lillian Sonnenschein* Mayor Richard Turner* Thomas M Venino, Jr, Esq* Howard M Shiffman* Robert C Garrett* John K Lloyd, FACHE* Steven G Littleson* Joseph M Lemaire* Hackensack Meridian Nursing & Rehabilitation, Inc. ======================================= David M Epstein, Esq* Ulises Diaz* Gloria Martini* Joseph M Lemaire* Dennis Robinson* Maris Lown* Christopher Maher* Katherine York* Gordon N Litwin, Esq* Joseph Simunovich* John K Lloyd, FACHE* Robert C Garrett* Hackensack Meridian Home Care Services, Inc. ===================================== David M Epstein, Esq* Ulises Diaz* Gloria Martini* Joseph M Lemaire* Dennis Robinson* Maris Lown* Christopher Maher* Katherine York* Gordon N Litwin, Esq* Joseph Simunovich* John K Lloyd, FACHE* Robert C Garrett* Health Innovations Unlimited, Inc. ========================== David M Epstein, Esq* Ulises Diaz* Gloria Martini* Joseph M Lemaire* Dennis Robinson* Maris Lown* Christopher Maher* Katherine York* Gordon N Litwin, Esq* Joseph Simunovich* John K Lloyd, FACHE* Robert C Garrett* Palisades General Care, Inc. ====================== Theresa De Leon, JD* Andrew Horowitz* Kevin O'Connor* Leonard Lauricella* Anthony J Passannante, Jr, MD* Suri Ponamgi, MD* Aida Capo, MD* Jeffrey Raskin, MD* Alexander Duran* Thomas M Eastwick* John C Meditz* Constantine Potamianos, Esq* Dennis Robinson* Mario Marghella* Lillian Sonnenschein* Mayor Richard Turner* Thomas M Venino, Jr, Esq* Howard M Shiffman* Robert C Garrett* Meridian Health Foundation, Inc. ========================= Andrew Citron, MD* Robert G Harms* Steven M Scopellite* Serena DiMaso, Esq* Joseph E Stampe* Thomas J Dolan* Louis John Dughi, Esq* Walter R Earle, II* James J Elek* John A Giunco, Jr, Esq* John K Lloyd, FACHE* Deborah Mathis* Nancy Mulheren* Philip J Scaduto* Carol Stillwell* Hackensack University Medical Center Foundation, Inc. ========================================== Lawrence R Inserra, Jr Richard W Henning Gloria Martini* Robert C Garrett* John K Lloyd, FACHE* Ihor S Sawczuk, MD Jon M Fitzgerald Ulises Diaz* James P Andersen John Apovian, MD Mitchell Baker James R Beattie, Esq Bruce G Bohuny Stephen T Boswell, PhD, PE, SECB Nick Cangialosi Heather Choi Kevin J Collins, Esq George T Croonquist* G Thomas Croonquist William Cunningham Vincent Curatola Donald N Dinallo Michael Geary Kristen Gerhard Peter C Gerhard Matthew A Golson Gail Gordon, Esq Michael Gross, MD Peter A Gross, MD William C Hanson Robert S Hekemian, Jr Tim Hodges Frank C Holtham, Jr Richard Hubschman, Jr, Esq Dante A Implicito, MD Jill Joyce* Martin W Kafafian, Esq Sandra Keary Sandra Kissler Thomas Langbein Jerrold Langer Patricia K Low Michael S McGeary Brian McLaughlin John C Meditz* Nicholas Minicucci, Jr Jack K Murray William J Murray James R Napolitano, Esq Robert E O'Hara, III* Samuel S Raia Sarita Rastogi, MD Julia Recaman Joseph P Riccardo Joseph A Rizzi, Esq David T Robertson, Esq Christopher A Rotio Andrew Rubenstein, MD Ann Marie Saccaro Thomas Salazer, MD David Sanzari* Anthony Scardino, Jr Carol D Schaefer Charles V Schaefer, III Elyssa Schecter John A Schepisi, Esq Mark D Schlesinger, MD Charles H Shotmeyer Phil Simms Joseph Simunovich* Rosemarie J Sorce Deborah A Stone Anthony C Taccetta, Jr* Scott Tarriff Samuel Toscano, Jr Christopher Turner Frank J Vuono Joanne Wexler Jersey Shore University Medical Center Foundation, Inc. =========================================== John A Giunco, Jr, Esq* Walter R Earle, II* John F Reinhardt Eric M Kirsch, CFA Joseph E Stampe* T Burt Barham Suzanne Citron J Scott Ferguson Karen A Goldblatt John K Lloyd, FACHE* Stephan C Lowy Robert W Mullen Kenneth D Nahum, DO Richard M Neibart, MD Philip L Perricone Kenneth N Sable, MD Robert Smith Robert L Sweeney, DO Pamela N Talarico Marilyn G Trapani Paul Huegel Riverview Medical Center Foundation, Inc. ================================ Steven M Scopellite* Nancy Mulheren* Peter T Roselle Jonathan B Schultz Joseph E Stampe* Joseph Albertelli Hilary DiPiero Negin Noorchashm Griffith, MD Mary Vaden Hall Leslie Hitchner Timothy J Hogan, FACHE* Charles E Komar Steven P Lisser, MD* John K Lloyd, FACHE* Robert Morris Brian N Nelson, Esq Robert M Rechnitz Shawn Reynolds Margaret Riker John D Royall, MD Siran Sahakian Richard J Saker Danielle Sherwood-Schultz Jennifer L Smith* Benedict J Torcivia, Jr Michael Walker Ocean Medical Center Foundation, Inc. ============================== Robert G Harms* Louis John Dughi, Esq* Holly R Hubbell Lonsdale Edward J Dimon, Esq Joseph E Stampe* Joseph P Bogdan, MD Harriet Donnelly Jereme Kokes Thomas R Lake, III MD Dean Q Lin John K Lloyd, FACHE* Russell J Lucas Arthur K Mark, MD Peter Mencel, MD Ali Moosvi, MD Gary Pieringer Matt Regan John Visceglia Matthew Lang CORE FORM, PART VII AND SCHEDULE J (CONTINUED) Southern Ocean Medical Center Foundation, Inc. ===================================== Thomas J Dolan* Deborah Mathis* Joan M Hart Joseph T O'Donnell Joseph E Stampe* Michael Aaron, DO Paul Chung, MD Brian Holloway, Jr John Imperato Sean Kauffman Joseph P Lattanzi, MD Angela Ominski Robert R Stohrer Karl W Strom, MD Thomas Yu, MD Edward Walters, Jr David Wyrsch, Jr Robert Adams John K Lloyd, FACHE* James Young Bayshore Medical Center Foundation, Inc. ================================ Serena DiMaso, Esq* Philip J Scaduto* Carol Stillwell* Evaristo Stanziale Joseph E Stampe* Gaurav Baveja Gregory A Buontempo Moon Choo Angelo DeRosa Mollie Giamanco Vincent Hager Timothy J Hogan, FACHE* Richard Kolber John K Lloyd, FACHE* Christian Peter AdrIan M Pristas, MD Andrij Rudko Asaad Hani Samra, MD Jason Savarese Christopher M Striano Jennifer L Smith* Raritan Bay Healthcare Foundation, Inc. =============================== Andrew Citron, MD* David Lee Hernandez, Jr Surender M Grover, MD Jessica Smith Joseph E Stampe* Dominick A Cama James J Elek* Steven Rogers Barry Rosengarten Michael R D'Agnes, FACHE Linda Hill Palisades Medical Center Foundation, Inc. ================================ John C Meditz* Joseph Burt Anthony J Passannante, Jr, MD* Alexander Duran* Thomas M Eastwick* Patricia Fuller Blanca N Mankiewicz Alejandra Pazmino Suri Ponamgi, MD* Howard Shiffman Louis Zayas Hackensack Meridian Health Realty Corporation ===================================== Martin M Barger, Esq Joseph Basralian Richard Branca John K Lloyd, FACHE* John A Giunco, Jr, Esq* David Sanzari* Peter S Falvo, Jr, Esq* Jill Joyce* Gordon N Litwin, Esq* Joseph Simunovich* Robert C Garrett* Bergen Health Management Services, Inc. ================================ Joseph M Sanzari Anthony C Taccetta, Jr* Robert C Garrett* George T Croonquist* J Fletcher Creamer, Jr Richard M Winters, MD Hackensack Meridian Ambulatory Ventures, Inc. ===================================== Alfred J Schiavetti, Jr William A Kozy William Crane Thomas J Kononowitz* James Bollerman James Kirkos James Renna William V Hickey Robert E O'Hara, III* Philip Perricone Gordon N Litwin, Esq* Joseph Simunovich* John K Lloyd, FACHE* Robert C Garrett* CORE FORM, PART X; LINE 11 During 2017, network investments were transferred from the Subordinates and HMH Hospitals Corporation to its parent, Hackensack Meridian Health, Inc. CORE FORM, PART X; LINE 20 In accordance with the organization's audited financial statements, the tax-exempt bond values were reported on the books of Hackensack Meridian Health, Inc., the parent organization of this tax-exempt integrated healthcare delivery network. As such, the tax-exempt bonds are reported on Schedule K of the Hackensack Meridian Health, Inc. Form 990. CORE FORM, PART XI; QUESTION 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFERS TO/FROM RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS - $16,590,658; - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION - $14,978,819; - CHANGES IN PENSION RELATED ADJUSTMENTS - $32,881,239; - ACQUISITION ADJUSTMENT; $10,000; - EARLY EXTINGUISHMENT OF DEBT - ($13,650,541); - LOSSES ON UNCOLLECTIBLE PLEDGES - ($400,668); - OTHER CHANGES IN UNRESTRICTED NET ASSETS - ($130,178); - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION; TEMPORARILY RESTRICTED - ($14,979,819); - NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATING ACTIVITIES; TEMPORARILY RESTRICTED - ($4,126,000); - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - $20,581,131; AND - OTHER CHANGES IN PERMANENTLY RESTRICTED NET ASSETS - $409,026. CORE FORM, PART XII; QUESTION 2 PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF HACKENSACK MERIDIAN HEALTH, INC. FOR THE YEAR ENDED DECEMBER 31, 2017, INCLUDING THIS ORGANIZATION. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE HACKENSACK MERIDIAN HEALTH, INC. AUDIT AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE ORGANIZATIONS IN THIS CONSOLIDATED GROUP FORM 990, AND THE SELECTION OF AN INDEPENDENT AUDITOR. 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NJ 501(C)(3) 10 HMH false THE AUXILIARY OF HACKENSACKUMC 30 PROSPECT AVENUE HACKENSACK NJ 07601 221537117 SUPPORT HMHHC NJ 501(C)(3) 12C HMHHC false HUMCUSP SURGERY CENTERS LLC 30 PROSPECT AVENUE HACKENSACK NJ 07601 383875474 HEALTH SVCS NJ NA OLD BRIDGE MEDICAL ASSOCIATES LLC 1 HOSPITAL PLAZA OLD BRIDGE NJ 08857 222894388 HEALTH SVCS NJ RBMC RELATED 1398074 6683836 false false 0.79862 RARITAN BAY SURGICAL PARTNERS LLC 530 NEW BRUNSWICK AVENUE PERTH AMBOY NJ 08861 465153212 HEALTH SVCS NJ RBMC RELATED 0 697922 false false 0.72640 COASTAL CO-OP OF NJ 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223603146 PURCHASING NJ MHC RELATED 3187052 2924119 false false 0.95000 MERIDIAN HEALTH VILLAGE REALTY ASSOC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 274328412 REAL ESTATE NJ HMHRC RELATED 2886084 28394258 false false 0.88680 MERIDIAN LIVING AT MANALAPAN LLC 1350 CAMPUS PKWY NEPTUNE NJ 07753 473603026 HEALTH SVCS NJ NA HACKENSACK MERIDIAN LIVING AT HOLMDEL 1350 CAMPUS PKWY NEPTUNE NJ 07753 815095156 HEALTH SVCS NJ NA RARITAN MANAGEMENT CORPORATION 530 NEW BRUNSWICK AVENUE PERTH AMBOY NJ 08861 222209778 AMBULANCE SVCS NJ NA C CORP false HACKENSACK MERIDIAN HEALTH VENTURES INC 343 THORNALL STREET EDISON NJ 08837 222550716 HEALTH SVCS NJ NA C CORP false HACKENSACK MERIDIAN HLTH MANAGEMENT INC 343 THORNALL STREET EDISON NJ 08837 222608891 SVC MANAGEMENT NJ NA C CORP false PALISADES CHILD CARE CENTER INC 343 THORNALL STREET EDISON NJ 08837 222812623 DAY CARE CENTER NJ NA C CORP false HACKENSACKUMC CASUALTY COMPANY LTD CHEVRON HOUSE 44 CHURCH STREET HAMILTON BD HM12 221487576 FINANCIAL VEHICLE BD NA C CORP false RARITAN INSURANCE LTD 23 LIME TREE BAY AVE PO BOX 1363 GRAND CAYMAN CJ FINANCIAL VEHICLE CJ RBMC C CORP 0 6146835 1.00000 true COASTAL MEDICAL INSURANCE LTD CHEVRON HOUSE 44 CHURCH STREET HAMILTON BD HM12 980166769 FINANCIAL VEHICLE BD NA C CORP false OAPCA INC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 223298974 CONDO ASSOC NJ MHCHMHRC C CORP 53055 47315 1.00000 true false true true false false false false false false true true true true true true true true true true SCHEDULE R OUTLINED BELOW IS A LIST OF SUBORDINATE ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. - MERIDIAN HOSPITALS CORPORATION (FEID: 22-3471515) - RARITAN BAY MEDICAL CENTER (FEID: 22-1494442) - PALISADES MEDICAL CENTER, INC. (FEID: 22-1487278) - HMH PHYSICIAN SERVICES, INC. (FEID: 06-1755235) - HACKENSACK MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - PALISADES GENERAL CARE, INC. (FEID: 22-2587492) - HACKENSACK MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) - HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) - MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) - HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2339534) - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) - RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) - OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099) - BAYSHORE MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2367109) - RARITAN BAY HEALTHCARE FOUNDATION, INC. (FEID: 22-2656665) - PALISADES MEDICAL CENTER FOUNDATION, INC. (FEID: 22-3693169) - HACKENSACK MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) - BERGEN HEALTH MANAGEMENT SYSTEM, INC. (FEID: 22-2989731) - HACKENSACK MERIDIAN AMBULATORY VENTURES, INC. (FEID: 45-1227706) MERIDIAN HOSPITALS CORPORATI 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223471145 X 0 272702 272702 2380843836 2381116538 1000000 250000 0 0 0 HACKENSACK UNIVERSITY MEDICA 30 PROSPECT AVENUE HACKENSACK NJ 07601 221487576 0 782290 782290 1421442365 1422224655 1000000 250000 0 0 0 HACKENSACK MERIDIAN HEALTH C/O TAX DEPT 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223474145 0 0 0 44666622 44666622 1000000 250000 0 0 0