2016-10-14T06:36:19-05:00 2015-12-31 231406493 MORISON COGEN LLP 484 NORRISTOWN RD STE 100 BLUE BELL PA 19422 990 2015-01-01 222344036 SAMARITAN HEALTHCARE & HOSPICE INC SAMA 8565961600 5 EVES DRIVE NO 300 MARLTON NJ 08053 MARY FINN CHIEF FINANCIAL OFFICER 8565961600 2016-08-10 1 LEE S KERSEY CPA P00159795 2674403000 2015 2017-02-10 21:41:12Z MARY FINN 5 EVES DRIVE NO 300 MARLTON NJ 08053 39860285 0 X WWW.SAMARITANHEALTHCARENJ.ORG X 1980 NJ SAMARITAN IS THE PREEMINENT PROVIDER OF HOSPICE AND PALLIATIVE (COMFORT) CARE, GRIEF SUPPORT, EDUCATION, ADVOCACY, AND OTHER LIFE-ENHANCING SERVICES FOR THOSE WHOSE LIFE IS DRAWING TO A CLOSE. OUR REGISTERED NURSES (RN), LICENSED PRACTICAL NURSES (LPN), CERTIFIED HOME HEALTH AIDS (CHHA), SOCIAL WORKERS AND CLERGY PROVIDE UNPARALLELED HEALTHCARE SERVICES WITH RESPECT, DIGNITY AND COMPASSION FOR ALL PEOPLE AFFECTED BY SERIOUS, PROGRESSIVE ILLNESS OR GRIEF, CONTRIBUTING TO THE HEALTH AND WELL-BEING OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. SAMARITAN IS AN INDEPENDENT NOT-FOR-PROFIT, NON-SECTARIAN ORGANIZATION SERVING PEOPLE IN ATLANTIC, BURLINGTON, CAMDEN, GLOUCESTER AND MERCER COUNTIES WHO ARE COPING WITH SERIOUS END OF LIFE ILLNESS OR GRIEF. 19 19 393 484 0 0 1265509 1706318 26638437 27952859 2090343 223998 81302 103602 30075591 29986777 0 0 0 0 19344759 19133674 0 0 313818 8900900 9824458 28245659 28958132 1829932 1028645 28692107 30028966 3598031 4405080 25094076 25623886 X SAMARITAN IS THE PREEMINENT PROVIDER OF HOSPICE AND PALLIATIVE (COMFORT) CARE, GRIEF SUPPORT, EDUCATION, ADVOCACY, AND OTHER LIFE-ENHANCING SERVICES. WE PROVIDE UNPARALLELED SERVICES WITH RESPECT, DIGNITY AND COMPASSION FOR ALL PEOPLE AFFECTED BY SERIOUS, PROGRESSIVE ILLNESS OR GRIEF, CONTRIBUTING TO THE HEALTH AND WELL-BEING OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY. GUIDED BY A DEEP SENSE OF COMMITMENT AND THE ETHIC OF HUMAN SERVICE, WE PROVIDE CARE THAT IS BOTH LIFE-GIVING AND LIVE-RECEIVING THROUGH THE INCORPORATION OF THE PHILOSOPHY, ART AND SCIENCE OF CARING. SAMARITAN IS AN INDEPENDENT NOT-FOR-PROFIT, NON-SECTARIAN ORGANIZATION SERVING PEOPLE IN ATLANTIC, BURLINGTON, CAMDEN, GLOUCESTER AND MERCER COUNTIES WHO ARE COPING WITH SERIOUS ILLNESS OR GRIEF. 0 0 18902738 24293250 HOME/COMMUNITY CARE - PEOPLE CONFRONTING A SERIOUS PROGRESSIVE ILLNESS ARE OFTEN PLUNGED INTO UNFAMILIAR, CONFUSING AND STRESSFUL SITUATIONS. SPOUSES, ADULT CHILDREN, AND OTHER CAREGIVERS ARE SUDDENLY FACED WITH MEDICAL DECISIONS AND FINANCIAL AND LEGAL RESPONSIBILITIES FOR WHICH THEY ARE OFTEN UNTRAINED AND UNPREPARED. THESE STRESSES CAN DEPRIVE THEM OF THE ONE THING THEY NEED MOST: TIME TOGETHER.SAMARITAN HOME/COMMUNITY HOSPICE CARE HELPS PEOPLE FIND THE TIME THEY NEED TO FOCUS ON WHAT'S MOST IMPORTANT AT THIS STAGE OF LIFE: THE FRIENDS AND FAMILY THEY WANT TO BE WITH, THE FEELINGS THEY WANT TO SHARE, AND THE WORDS THEY NEED TO SAY. THE GOAL OF SAMARITAN'S CARE IS NOT TO CURE THE DISEASE, BUT TO CONTROL ITS EFFECTS SO THAT PATIENTS CAN SPEND THEIR LAST DAYS WITH DIGNITY IN THE PLACE WHERE THEY LIVE (HOME, ASSISTED LIVING OR NURSING HOME) AND REMAIN AS COMFORTABLE, ALERT AND PAIN-FREE AS POSSIBLE. CONSIDERED THE COMPASSIONATE MODEL FOR PEOPLE FACING LIFE-LIMITING ILLNESS OR INJURY, THE HOSPICE PHILOSOPHY OFFERS A TEAM-ORIENTED APPROACH TO EXPERT MEDICAL CARE, PAIN MANAGEMENT, AND EMOTIONAL AND SPIRITUAL SUPPORT EXPRESSLY TAILORED TO EACH PATIENT'S AND FAMILY'S NEEDS AND FAMILY NEEDS AND WISHES. 2415609 2786523 INPATIENT - THE SAMARITAN INPATIENT HOSPICE CENTER PROVIDES THE COMFORT OF SHORT-TERM CONTINUOUS SAMARITAN CARE IN A HOME-LIKE SETTING FOR PAITENTS WHOSE PAIN, SYMPTOMS AND SPECIAL NEEDS REQUIRE A MORE ACUTE LEVEL OF HOSPICE CARE THAN IS RECOMMENDED WITHIN THE HOME. WHILE IN THE INPATIENT CENTER, YOU AND YOUR LOVED ONE WILL RECEIVE FROM SAMARITAN STAFF THE SAME SERVICES THAT YOU WOULD IN A HOME SETTING - PLUS THE MORE ACUTE 24-HOUR CARE YOUR LOVED ONE NOW REQUIRES. THE CENTER'S WELCOMING ENVIRONMENT ENCOURAGES FAMILIES AND FRIENDS TO FEEL "AT HOME" WHILE SPENDING QUALITY TIME - WHENEVER AND FOR AS LONG AS THEY WISH. FAMILY MEMBERS OF ALL AGES MAY VISIT 24 HOURS A DAY; FAMILY PETS ARE WELCOME BY APPOINTMENT. A SLEEPER RECLINER IN EACH BEDROOM ALLOWS A FAMILY MEMBER TO SPEND THE NIGHT AT BEDSIDE COMFORTABLY. 1500351 849873 ANOTHER RELATED FIELD WHERE SAMARITIAN HAS EXPENDED ITS SERVICE TO THE COMMUNITY IS IN PALLIATIVE MEDICAL CARE. PALLIATIVE CARE IS SPECIALIZED MEDICAL CARE FOR PEOPLE WITH SERIOUS ILLNESS. IT FOCUSES ON PROVIDING RELIEF FROM THE SYMPTOMS AND STRESS OF A SERIOUS ILLNESS. THE GOAL IS TO IMPROVE QUALITY OF LIFE FOR BOTH THE PATIENT AND THE FAMILY. PALLIATIVE CARE IS PROVIDED BY A SPECIALLY-TRAINED TEAM OF DOCTORS, NURSES, SOCIAL WORKERS AND OTHER SPECIALISTS WHO WORK TOGETHER WITH A PATIENT'S DOCTORS TO PROVIDE AN EXTRA LAYER OF SUPPORT. IT IS APPROPRIATE AT ANY AGE AND AT ANY STAGE IN A SERIOUS ILLNESS AND CAN BE PROVIDED ALONG WITH CURATIVE TREATMENT. ALTHOUGH PALLIATIVE MEDICINE WAS INITIALLY A SMALL COMPONENT OF SAMARITAN'S SERVICES, THIS DIVISION HAS GROWN INTO A SIGNIFICANT PART OF THE OVERALL SERVICES. 54774 23213 AS STATED IN SAMARITAN'S MISSION SUMMARY AND OUR RESPECTIVE EXEMPT PURPOSE ACHIEVEMENTS, AN IMPORTANT PART OF OUR COMPREHENSIVE SERVICE TO OUR COMMUNITY IS THE COMPASSIONATE SUPPORT FOR THE GRIEF THAT OUR PATIENTS AND FAMILIES EXPERIENCE. SAMARITAN PROVIDES SUCH SUPPORT ON A REGULAR BASIS THROUGH ITS CENTER FOR GRIEF SUPPORT, WHERE WE PROVIDE BEREAVEMENT, COUNSELING, CRISIS INTERVENTION/DEBRIEFING, SUPPORT GROUPS AND COMMUNITY OUTREACH PROGRAMS - ALL OFFERING HOPE FOR TOMORROW FOR THOSE GRIEVING TODAY. SAMARITAN SIMILARLY SERVES THE COMMUNITY THROUGH ITS TRANSITIONS PROGRAM, WHICH SERVES COMMUNITY MEMBERS WHO ARE COPING WITH LIFE-CHANGES CAUSED BY THEIR ADVANCED ILLNESS BUT WHO ARE NOT YET READY FOR HOSPICE CARE. 54774 23213 22873472 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 93 0 1 393 1 0 0 0 0 0 1 1 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MARY FINN 8565523228 5 EVES DRIVE SUITE 300 MARLTON NJ 08053 X LIZ THOMAS CHAIR 2.00 X X 0 0 0 MICHAEL BOZEK VICE-CHAIR 2.00 X X 0 0 0 JAMES WUJCIK TREASURER 2.00 X X 0 0 0 ROY FAZIO SECRETARY 2.00 X X 0 0 0 RHONDA J CATES TRUSTEE 2.00 X 0 0 0 CHRISTOPHER A CHEKOURAS TRUSTEE 2.00 X 0 0 0 ROBERT E CURLEY III TRUSTEE 2.00 X 0 0 0 LAWRENCE M DIVIETRO JR TRUSTEE 2.00 X 0 0 0 JENNIFER DUBROW WEISS TRUSTEE 2.00 X 0 0 0 CHRISTOPHER D FIFIS TRUSTEE 2.00 X 0 0 0 JOHN C GILLESPIE TRUSTEE 2.00 X 0 0 0 ORSULA V KNOWLTON TRUSTEE 2.00 X 0 0 0 MICHAEL S KOTZEN TRUSTEE 2.00 X 0 0 0 GARY LESNESKI TRUSTEE 2.00 X 0 0 0 CLIFF MANCINE TRUSTEE 2.00 X 0 0 0 SHIRLEY RICHARDSON TRUSTEE 2.00 X 0 0 0 LEE SHEILDS TRUSTEE 2.00 X 0 0 0 CHRISTINE A STEARNS TRUSTEE 2.00 X 0 0 0 JEWELLE SUTHERLAND TRUSTEE 2.00 X 0 0 0 MARYANN BOCCOLINI PRESIDENT 40.00 X 294237 0 33014 STEPHEN GOLDFINE CHIEF MEDICAL OFFICER 40.00 X 273590 0 13824 MARJORIE I IVINS CHIEF OPERATING OFFICER 40.00 X 210977 0 8798 JAMES D'ONOFRIO VP OF BUSINESS DEVELOPMENT 40.00 X 160687 0 14635 BARBARA SHEPPARD VP OF QUALITY AND COMPLIANCE 40.00 X 148726 0 7875 THOMAS ROLLINS CHIEF DEVELOPMENT OFFICER 40.00 X 129426 0 19119 JOANNE ROSEN VP OF MARKETING & PUBLIC AFFAIRS 40.00 X 128187 0 15566 SUSAN MCCANN VP OF HUMAN RESOUCES 40.00 X 125346 0 7079 MICHAEL HANDLINE DIRECTOR OF FINANCE - FORMER 40.00 X 42873 0 1838 MARY FINN CHIEF FINANCIAL OFFICER 40.00 X 101563 0 222 MARIANNE HOLLER PHYSICIAN 40.00 X 175603 0 23535 IRA SMITH PHYSICIAN 40.00 X 174871 0 14668 SARA PAGLIARO PHYSICIAN 40.00 X 157659 0 19485 EVA RUSSELL NURSE MANAGER 40.00 X 118303 0 14692 KARYN KAHN REGISTERED NURSE 40.00 X 100674 0 11181 2342722 0 205531 13 0 1 0 REESE LOWER PATRICK AND SCOTT 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITECHTURE 435110 MCBEE ASSOCIATES 997 OLD EAGLE SCHOOL ROAD SUITE 20 WAYNE PA 19087 CONSULTANT 141482 PARKER MCCAY 9000 MIDLANTIC DRIVE SUITE 300 MT LAUREL NJ 080545054 ATTORNEY 123231 ULTIMATE SOFTWARE GROUP 2000 ULTIMATE WAY WESTON FL 33326 HUMAN RESOURCES 119369 4 52636 225100 1428582 61222 1706318 HOME/COMMUNITY CARE 624100 24293250 24293250 INPATIENT 624100 2786523 2786523 PALLIATIVE 624100 849873 849873 GRIEF SUPPORT AND COUNSELING 624100 23213 23213 27952859 271660 271660 9664096 9711758 -47662 -47662 -47662 169641 225100 160420 9221 9221 16700 1330 15370 15370 THRIFT SHOP 900099 70198 70198 MISCELLANEOUS INCOME 900099 8813 8813 79011 29986777 27952859 0 327600 1737282 1388504 324737 24041 13559206 10837749 2534789 186668 384428 271699 105931 6798 2167503 1899893 240881 26729 1285255 1087144 180355 17756 47981 50 47931 42000 42000 670626 130547 536483 3596 106709 455 106254 284174 65804 204118 14252 684428 456569 227859 625646 600617 24620 409 44948 9839 33925 1184 290051 55021 235030 321420 9544 311876 MEDICAL EXPENSES 2750022 2750022 INPATIENT SERVICES 2453321 2453321 TELEPHONE 219641 1383 218258 CONTRACT SERVICES 121726 86194 35532 1161765 769117 360263 32385 28958132 22873472 5770842 313818 6328277 10673876 187290 585458 3127225 3639675 31681 11733 467609 503808 6589043 3443097 1576205 3145946 16973820 11079518 139868 0 249084 28692107 30028966 3598031 3660085 64775 356735 0 323485 3598031 4405080 X 24880687 24659478 135984 887003 77405 77405 25094076 25623886 28692107 30028966 1028645 -456242 -42593 0 X X 0 1 X 1 0 X 1155537 1065847 1211297 1265509 1706318 6404508 1155537 1065847 1211297 1265509 1706318 6404508 6404508 355558 368958 356878 370352 271660 1723406 -32717 9497 6318 81302 103602 168002 8295916 130954597 0.77200 0.76140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77405 77405 77405 77405 77405 77405 76855 550 77405 76855 76855 1.00000 0 0 1881114 1436688 444426 2326969 2006409 320560 2380960 2380960 3145946 THIRD PARTY AUDIT RESERVE 190599 DEFERRED RENT ADJUSTMENT 132886 323485 29487942 -456242 -456242 29944184 42593 42593 29986777 28958132 0 28958132 0 28958132 PART V, LINE 4: THE ENDOWMENT FUNDS ARE RESTRICTED BY DONORS TO SUPPORT PARTICULAR ACTIVITES. THE EARNINGS ON THE ENDOWMENT FUNDS ARE ACCOUNTED FOR ACCORDING TO THE DONOR'S DESIGNATION. GALA 2015 218173 118500 99673 10350 7000 42016 5500 19692 GOLF 2015 169008 106600 62408 16749 15300 21549 400 20767 1 7560 0 7560 813 140 144 394741 225100 169641 27099 23113 63565 6040 40603 160420 9221 16700 600 730 0 16700 600 730 1330 15370 NJ 1 0 1 0 0.50000 0.50000 JULIE WEITZMAN 5 EVES DRIVE STE 300 MARLTON NJ 08053 0 0 X X X X X X 0 0 0 0 0 0 0 0 0 MARYANN BOCCOLINI PRESIDENT 294237 0 0 0 0 0 13713 0 19301 0 327251 0 0 0 STEPHEN GOLDFINE CHIEF MEDICAL OFFICER 273590 0 0 0 0 0 13176 0 648 0 287414 0 0 0 MARJORIE I IVINS CHIEF OPERATING OFFICER 210977 0 0 0 0 0 8195 0 603 0 219775 0 0 0 JAMES D'ONOFRIO VP OF BUSINESS DEVELOPMENT 160687 0 0 0 0 0 294 0 14341 0 175322 0 0 0 BARBARA SHEPPARD VP OF QUALITY AND COMPLIANCE 148726 0 0 0 0 0 7387 0 488 0 156601 0 0 0 MARIANNE HOLLER PHYSICIAN 175603 0 0 0 0 0 9125 0 14410 0 199138 0 0 0 IRA SMITH PHYSICIAN 174871 0 0 0 0 0 8769 0 5899 0 189539 0 0 0 SARA PAGLIARO PHYSICIAN 157659 0 0 0 0 0 8125 0 11360 0 177144 0 0 0 A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY 2015-10-01 7864000 BUILDING CONSTRUCTION 0 0 0 A 356735 139868 356735 2016 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 LIZ THOMAS SAMARITAN BOARD MEMBER PAYMENT TO THOMAS BOYD COMMUNICATIONS FOR MARKETING AND ADVERTISING SERVICES TOTALING $48,850. (MS. THOMAS IS A PRINCIPAL OF THE FIRM.) 0 JOHN GILLESPIE ESQ SAMARITAN BOARD MEMBER PAYMENT TO PARKER MCCAY FOR LEGAL SERVICES TOTALING $123,231. (MR. GILLESPIE IS A SHAREHOLDER OF THE FIRM.) 0 GARY LESNESKI ESQ SAMARITAN BOARD MEMBER PAYMENT TO COOPER HOSPITAL FOR ANCILLARY SERVICES AND FOR FOUNDATION FELLOWSHIP PROGRAM TOTALING $118,834. ( MR. LESNESKI IS AN EMPLOYEE OF THE HEALTH SYSTEM) 0 MICHAEL KOTZEN SAMARITAN BOARD MEMBER PAYMENT TO VIRTUA HOSPITAL FOR LEASED SPACE AND ANCILLARY SERVICES TOTALING $62,860. (MR. KOTZEN IS AN EMPLOYEE OF VIRTUA HOSPITAL) 0 X 1 20318 FMV X AUCTION 167 25904 X SPONSOR 4 15000 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE FORM 990 WAS PREPARED BY THE OUTSIDE CPA FIRM, REVIEWED BY THE MANAGEMENT OF THE ORGANIZATION, AND THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12B THE SAMARITAN BOARD OF TRUSTEES ENDORSES AN UPDATED POLICY THAT REQUIRES AN ANNUAL SUBMISSION AND REVIEW OF POTENTIAL CONFLICTS OF INTERESTS, FOR ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C SAMARITAN ANNUALLY REVIEWS INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY REQUIRING OFFICERS AND EMPLOYEES TO DISCLOSE RELATIONSHIPS IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 SAMARITAN'S HUMAN RESOURCE STAFF PARTICIPATE IN SALARY SURVEYS THROUGH 2-3 COMPANIES ANNUALLY AND RECEIVE THE RESULTS OF THESE SURVEYS. WHEN NEW POSITIONS ARE CREATED OR COMPENSATION ISSUES ARISE, THE ORGANIZATION USES THIS DATA AND CONSULT WITH THE OUTSIDE CONSULTANTS. DURING 2014, SAMARITAN USED AN OUTSIDE CONSULTING FIRM TO EVALUATE ITS EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FURNISHED UPON REQUEST. FORM 990, PART VII, COLUMN B - AVERAGE HOURS PER WEEK THE WEEKLY HOURS SHOWN IN PART VII, SECTION 1A, COLUMN (B) REPRESENT THE AVERAGE OF THE TOTAL RECORDED ANNUAL HOURS SPENT BY ALL OF OUR BOARD MEMBERS DURING 2015 ATTENDING ON-SITE BOARD, COMMITTEE AND OTHER RELATED MEETINGS. IN ADDITION TO THESE HOURS, OUR BOARD MEMBERS ALSO CONTRIBUTE SIGNIFICANT TIME ON BOARD/COMMITTEE MEETING PREPARATION, AS WELL AS ATTEND SEVERAL ANNUAL AGENCY FUNCTIONS AND EVENTS HELD THROUGHOUT EACH YEAR. FORM 990, PART XII LINE 2C THE ORGANIZATION HAS A COMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT BEEN CHANGED SINCE THE PRIOR YEAR. SCHEDULE M, PART I, LINE 31 THE GOAL OF SAMARITAN HOSPICE AS IT RELATES TO GIFT ACCEPTANCE IS TO UNIFORMLY TREAT DONORS AND THEIR GIFTS WITH FULL DISCLOSURE AND PROVIDE GUIDELINES FOR THE ACCEPTANCE AND STEWARDSHIP OF GIFTS.