2014-11-14T09:31:10-06:00 2013-12-31 231406493 MORISON COGEN LLP 150 MONUMENT RD - SUITE 500 BALA CYNWYD PA 19004 990 2013-01-01 222344036 SAMARITAN HEALTHCARE & HOSPICE INC SAMA 8565961600 5 EVES DRIVE NO 300 MARLTON NJ 08053 MARYANN BOCCOLINI PRESIDENT 8565961600 2014-11-13 1 LEE S KERSEY CPA P00159795 2674403000 2013 2015-11-30 17:44:51Z MARYANN BOCCOLINI 5 EVES DRIVE NO 300 MARLTON NJ 08053 37278257 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. 16 16 375 500 0 0 1065847 1211297 27423500 26706450 764435 749479 9497 6318 29263279 28673544 0 0 0 0 17655479 18682466 0 0 251137 8866302 8881428 26521781 27563894 2741498 1109650 26283679 28458848 3224147 3411055 23059532 25047793 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 19933245 24058291 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. 2162962 2614843 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. 99524 33316 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. 22195731 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 1 126 0 1 375 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X MARYANN BOCCOLINI 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 MARYANN BOCCOLINI PRESIDENT 40.00 X 242096 0 35529 STEPHEN GOLDFINE CHIEF MEDICAL DR 40.00 X 238294 0 13425 MARJORIE I IVINS CLINICAL ADMIN 40.00 X 168795 0 7800 MICHAEL HANDLINE DIRECTOR OF FINANCE 40.00 X 144645 0 10478 SARA DESAI HOSPICE PHYSICIAN 40.00 X 142183 0 10367 IRA SMITH HOSPICE PHYSICIAN 32.00 X 160484 0 7981 BARBARA SHEPPARD DIR OF QUALITY & COMPLIANC 40.00 X 129034 0 6429 EVA RUSSELL DIRECTOR OF NURSING 40.00 X 118306 0 0 MARIANNE HOLLER HOSPICE PHYSICIAN 40.00 X 165240 0 25666 1509077 0 117675 14 0 1 0 ENCLARA PO BOX 105328 ATLANTA GA 303485328 PRESCRIPTION DRUG FOR PATIENTS 1197636 HOME HEALTH WORKS INC 1611 MANNING BLVD LEVITTOWN PA 19057 DMA FOR PATIENTS 786478 MEDLINE INDUSTRIES INC PO BOX 382075 PITTSBURG PA 152518075 MEDICAL SUPPLIES 544382 BRANDYWINE OPERATING PARTNERSHIP PO BOX 11951 NEWARK NJ 071014951 RENT 361795 MCBEE ASSOCIATES PO BOX 37135 BALTIMORE MD 212973135 CONSULTANTS 244586 18 86459 243555 881283 35230 1211297 HOME/COMMUNITY CARE 624100 24058291 24058291 INPATIENT 624100 2614843 2614843 GRIEF SUPPORT AND COUNSELING 624100 33316 33316 26706450 356878 356878 8851814 8459213 392601 392601 392601 62180 243555 142572 -80392 -80392 15050 2928 12122 12122 THRIFT SHOP 900099 52324 52324 MISCELLANEOUS INCOME 900099 22264 22264 74588 28673544 26706450 0 755797 861062 704781 146061 10220 14063080 11556526 2340768 165786 345200 265950 74149 5101 2186293 1724334 437812 24147 1226831 1041708 170633 14490 24440 24440 37200 37200 411489 22836 387328 1325 92671 2585 90086 237710 64895 163765 9050 572802 378125 194677 729291 701427 27359 505 16481 4911 11405 165 164416 85890 78526 281761 78036 203725 MEDICAL EXPENSES 2881737 2881737 INPATIENT SERVICES 2155226 2155226 CONTRACT SERVICES 455158 232981 222177 TELEPHONE 207870 1632 206238 613176 292151 300677 20348 27563894 22195731 5117026 251137 10621733 11092032 2989266 3119968 10660 31204 456680 356096 3621555 2944318 590400 677237 11614940 13182311 26283679 28458848 3224147 3411055 3224147 3411055 X 22861244 24863080 120883 107308 77405 77405 23059532 25047793 26283679 28458848 1109650 985233 -106622 0 X X 0 1 X 1 0 X 941317 1099198 1155537 1065847 1211297 5473196 941317 1099198 1155537 1065847 1211297 5473196 5473196 391614 336661 355558 368958 356878 1809669 190926 -39920 -32717 9497 6318 134104 7416969 126884448 0.73790 0.70680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77405 0 77405 76855 550 77405 76855 76855 76105 750 76855 75955 150 76105 0.00000 1.00000 0.00000 0 0 1288719 1281148 7571 2154502 1663170 491332 178334 178334 677237 X 29552155 985233 985233 28566922 106622 106622 28673544 27563894 0 27563894 0 27563894 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. PART X, LINE 2: THE ORGANIZATION FOLLOWS FASB ACCOUNTING STANDARDS UPDATE NO. 2009-06, INCOME TAXES (TOPIC 740): IMPLEMENTATION GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DISCLOSURE AMENDMENTS FOR NONPUBLIC ENTITIES TAXES. FASB ASC 740 PRESCRIBES GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION,MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD. THERE WERE NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT YEAR. TAX YEARS FROM 2010 THROUGH 2013 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. GALA 2013 140852 114400 26452 34751 4478 35774 GOLF 2013 146513 129155 17358 2398 12400 20689 150 31777 1 18370 18370 155 305735 243555 62180 2398 47151 20689 4628 67706 142572 -80392 15050 998 1200 730 0 15050 998 1200 730 2928 12122 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 242096 0 0 0 0 0 12267 0 23262 0 277625 0 0 0 STEPHEN GOLDFINE CHIEF MEDICAL DR 238294 0 0 0 0 0 11987 0 1438 0 251719 0 0 0 MARJORIE I IVINS CLINICAL ADMIN 168795 0 0 0 0 0 7800 0 0 0 176595 0 0 0 MICHAEL HANDLINE DIRECTOR OF FINANCE 144645 0 0 0 0 0 0 0 10478 0 155123 0 0 0 SARA DESAI HOSPICE PHYSICIAN 142183 0 0 0 0 0 0 0 10367 0 152550 0 0 0 IRA SMITH HOSPICE PHYSICIAN 160484 0 0 0 0 0 7981 0 0 0 168465 0 0 0 MARIANNE HOLLER HOSPICE PHYSICIAN 165240 0 0 0 0 0 8481 0 17185 0 190906 0 0 0 CHRISTOPHER CHEKOURAS SAMARITAN BOARD MEMBER AND VIRTUA EXECUTIVE 0 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 $506,922. 0 MICHAEL KOTZEN SAMARITAN BOARD MEMBER AND VIRTUA EXECUTIVE 0 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 $506,922. 0 LIZ THOMAS SAMARITAN BOARD MEMBER AND THOMAS BOYD COMMUNICATIONS EXECUTIVE 0 PAYMENT TO THOMAS BOYD COMMUNICATIONS FOR MARKETING AND ADVERTISING SERVICES TOTALING $32,500. 0 ALEXANDER HATALA SAMARITAN BOARD MEMBER AND LOURDES HEALTH SYSTEM EXECUTIVE 0 PAYMENT TO LOURDES HEALTH SYSTEM FOR ANCILLARY SERVICE FOR THE PROVISION OF CARE TOTALING $11,475. 0 X AUCTION 164 18830 SALE OF ITEMS X SPONSOR 5 16400 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 2013, 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.