2015-11-16T09:20:16-06:00 2014-12-31 231406493 MORISON COGEN LLP 150 MONUMENT RD - STE 500 BALA CYNWYD PA 19004 990 2014-01-01 222344036 SAMARITAN HEALTHCARE & HOSPICE INC SAMA 8565961600 5 EVES DRIVE NO 300 MARLTON NJ 08053 MARY FINN DIRECTOR OF FINANCE 8565961600 2015-11-13 1 LEE S KERSEY CPA P00159795 2674403000 2014 2016-02-25 16:41:14Z MARY FINN 5 EVES DRIVE NO 300 MARLTON NJ 08053 47223026 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. 20 20 399 483 0 0 1211297 1265509 26706450 26638437 749479 2090343 6318 81302 28673544 30075591 0 0 0 0 18682466 19344759 0 0 320725 8881428 8900900 27563894 28245659 1109650 1829932 28458848 28692107 3411055 3598031 25047793 25094076 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 20128107 24127855 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. 2194474 2486603 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. 79751 23979 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. 22402332 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 59 0 1 399 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MARY FINN 8565523272 5 EVES DRIVE SUITE 300 MARLTON NJ 08053 X LIZ THOMAS CHAIR 2.00 X 0 0 0 MICHAEL BOZEK VICE-CHAIR 2.00 X 0 0 0 JAMES WUJCIK TREASURER 2.00 X 0 0 0 ROY T FAZIO SECRETARY 2.00 X 0 0 0 RHONDA J CATES TRUSTEE 2.00 X 0 0 0 CHRISTOPHER A CHEKOURAS TRUSTEE 2.00 X 0 0 0 JOHN C GILLESPIE ESQ TRUSTEE 2.00 X 0 0 0 ALEXANDER J HATALA 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 ESQ TRUSTEE 2.00 X 0 0 0 SHIRLEY RICHARDSON TRUSTEE 2.00 X 0 0 0 JEWELLE SUTHERLAND MD TRUSTEE 2.00 X 0 0 0 ROBERT E CURLEY III TRUSTEE 2.00 X 0 0 0 CHRISTOPHER D FIFIS TRUSTEE 2.00 X 0 0 0 CHRISTINE A STEARNS TRUSTEE 2.00 X 0 0 0 LAWRENCE M DIVIETRO JR TRUSTEES 2.00 X 0 0 0 JENNIFER DUBROW-WEISS TRUSTEES 2.00 X 0 0 0 CLIFF MANCINE TRUSTEES 2.00 X 0 0 0 LEE SHEILDS CPA TRUSTEES 2.00 X 0 0 0 MARYANN BOCCOLINI PRESIDENT 40.00 X 279231 0 32773 STEPHEN GOLDFINE CHIEF MEDICAL DR 40.00 X 252517 0 12722 MARJORIE I IVINS CLINICAL ADMIN 40.00 X 206995 0 8535 MICHAEL HANDLINE DIRECTOR OF FINANCE 40.00 X 163089 0 18238 SARA PAGLIARO HOSPICE PHYSICIAN 40.00 X 142782 0 16244 IRA SMITH HOSPICE PHYSICIAN 32.00 X 161334 0 8405 BARBARA SHEPPARD DIR OF QUALITY & COMPLIANC 40.00 X 147262 0 7426 JAMES D'ONOFRIO VP OF BUSINESS DEVELOPMENT 40.00 X 131672 0 13356 MARIANNE HOLLER HOSPICE PHYSICIAN 40.00 X 165627 0 22921 1650509 0 140620 9 0 1 0 ENCLARA PO BOX 95000-7220 PHILADELPHIA PA 191957220 PRESCRIPTION DRUG FOR PATIENTS 973349 HOME HEALTH WORKS INC 1611 MANNING BLVD LEVITTOWN PA 19057 DURABLE MEDICAL EQUIPMENT FOR PATIENTS 766307 MEDLINE INDUSTRIES INC PO BOX 382075 PITTSBURG PA 152518075 MEDICAL SUPPLIES 547552 REESE LOWER PATRICK 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITURAL SERVICES 352528 BRANDYWINE OPERATING PARTNERSHIP PO BOX 11951 NEWARK NJ 071014951 RENT 349938 5 58325 204650 1002534 42669 1265509 HOME/COMMUNITY CARE 624100 24127855 24127855 INPATIENT 624100 2486603 2486603 GRIEF SUPPORT AND COUNSELING 624100 23979 23979 26638437 370352 370352 18689380 4320 16973709 0 1715671 4320 1719991 1719991 158410 204650 170873 -12463 -12463 19800 2853 16947 16947 THRIFT SHOP 900099 50681 50681 MISCELLANEOUS INCOME 900099 26137 26137 76818 30075591 26638437 0 2171645 974101 782109 179658 12334 14325727 11530655 2607827 187245 392408 288003 102063 2342 2357693 1973263 361575 22855 1294830 1070861 207155 16814 31901 40 31821 40 46700 46700 450391 76963 370692 2736 75892 2583 73309 249396 60278 178155 10963 591215 392524 198691 679166 653861 24806 499 23049 6072 15663 1314 208727 19505 189222 277098 9041 268057 MEDICAL EXPENSES 2899791 2899791 INPATIENT SERVICES 2278743 2278743 TELEPHONE 229627 713 228914 CONTRACT SERVICES 146358 96482 49876 712846 260845 388418 63583 28245659 22402332 5522602 320725 11092032 6328277 187290 3119968 3127225 31204 31681 356096 467609 4729251 3153046 677237 1576205 13182311 16973820 28458848 28692107 3411055 3598031 3411055 3598031 X 24863080 24880687 107308 135984 77405 77405 25047793 25094076 28458848 28692107 1829932 -1725809 -57840 0 X X 0 1 X 1 0 X 1099198 1155537 1065847 1211297 1265509 5797388 1099198 1155537 1065847 1211297 1265509 5797388 5797388 336661 355558 368958 356878 370352 1788407 -39920 -32717 9497 6318 85622 28800 7614595 127380686 0.76140 0.73790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77405 77405 77405 77405 76855 550 77405 76855 76855 76105 750 76855 1.00000 0 0 1806334 1319229 487105 2297791 1833817 463974 625126 625126 1576205 28291942 -1725809 -1725809 30017751 57840 57840 30075591 28245659 0 28245659 0 28245659 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 2014 188264 95500 92764 6755 3403 32500 5400 31842 GOLF 2014 154826 109150 45676 2162 37754 590 35802 1 19970 19970 1200 1563 340 11562 363060 204650 158410 10117 42720 32500 6330 79206 170873 -12463 19800 1123 1000 730 0 19800 1123 1000 730 2853 16947 NJ 1 0 1 0 0.50000 0.50000 JULIE WEITZMAN 5 EVES DRIVE STE 300 MARLTON NJ 08053 0 0 X X X 0 0 0 0 0 0 0 0 0 MARYANN BOCCOLINI PRESIDENT 279231 0 0 0 0 0 13383 0 19390 0 312004 0 0 0 STEPHEN GOLDFINE CHIEF MEDICAL DR 252517 0 0 0 0 0 12249 0 473 0 265239 0 0 0 MARJORIE I IVINS CLINICAL ADMIN 206995 0 0 0 0 0 8100 0 435 0 215530 0 0 0 MICHAEL HANDLINE DIRECTOR OF FINANCE 163089 0 0 0 0 0 7557 0 10681 0 181327 0 0 0 SARA PAGLIARO HOSPICE PHYSICIAN 142782 0 0 0 0 0 7250 0 8994 0 159026 0 0 0 IRA SMITH HOSPICE PHYSICIAN 161334 0 0 0 0 0 8000 0 405 0 169739 0 0 0 BARBARA SHEPPARD DIR OF QUALITY & COMPLIANC 147262 0 0 0 0 0 7074 0 352 0 154688 0 0 0 MARIANNE HOLLER HOSPICE PHYSICIAN 165627 0 0 0 0 0 8500 0 14421 0 188548 0 0 0 MICHAEL KOTZEN SAMARITAN BOARD MEMBER AND VIRTUA EXECUTIVE SAMARITAN LEASES SPACES AT VIRTUA MEMORIAL FOR THE PROVISION OF INPATIENT CARE SERVICES AND ALSO PAYS FOR ANCILLARY SERVICES NECESSARY FOR THE PROVISION OF CARE TOTALING $716,268. 0 JOHN GILLESPIE ESQ SAMARITAN BOARD MEMBER AND SHAREHOLDER AT PARKER MCCAY PA PAYMENT TO PARKER MCCAY PA FOR LEGAL SERVICE TOTALING $34,324 0 LIZ THOMAS SAMARITAN BOARD MEMBER AND THOMAS BOYD COMMUNICATIONS EXECUTIVE PAYMENT TO THOMAS BOYD COMMUNICATIONS FOR MARKETING AND ADVERTISING SERVICES TOTALING $50,591. 0 ALEXANDER HATALA SAMARITAN BOARD MEMBER AND OUR LADY OF LOURDES HEALTH SYSTEM EXECUTIVE PAYMENT TO LOURDES HEALTH SYSTEM FOR ANCILLARY SERVICE FOR THE PROVISION OF CARE TOTALING $10,070. 0 GARY LESNESKI SAMARITAN BOARD MEMBER AND EXECUTIVE AT COOPER HOSPITAL PAYMENT TO COOPER FOR ANCILLARY SERVICE AND TO FOUNDATION FOR FELLOWSHIP PROGRAM TOTALING $83,948 0 X AUCTION 147 27669 SALE OF ITEMS X SPONSOR 4 15000 SPONSOR COST/VALUE 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 2013 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.