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THE ORGANIZATIONS FOSTER A CULTURE OF EXCELLENCE WITHIN A COLLABORATIVE ENVIRONMENT. THEY ACTIVELY SEEK INNOVATIVE SOLUTIONS, TECHNOLOGIES AND PARTNERSHIPS TO SUPPORT SUSTAINABLE FINANCIAL GROWTH AND TO ENSURE THE COMMUNITIES THE ORGANIZATIONS SERVE HAVE ACCESS TO A COMPREHENSIVE CONTINUUM OF INTEGRATED SERVICES THAT MEET THEIR PRESENT AND FUTURE HEALTH CARE NEEDS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 159094000 0 181079000 EXPENSES INCURRED IN 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 2011 THE ORGANIZATION SERVICED 26,844 CARDIAC CASES FOR A TOTAL OF 46,569 PATIENT DAYS. 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OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: HEALTH INNOVATIONS UNLIMITED, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH REALTY CORPORATION; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION; MERIDIAN HOME CARE SERVICES, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN NURSING AND REHABILITATION, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN PRACTICE INSTITUTE, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. 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("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THESE ORGANIZATIONS. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2011 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. 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 EXCEPT FOR COMPASS WHICH QUALIFIES AS A TAXABLE NOT-FOR-PROFIT. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND MERIDIAN NURSING AND REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2011 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITIED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. ("HOME CARE") AND ITS CONTROLLED ENTITY HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2011 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. 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Rehabilitative Care Southern Ocean County Dialysis Clinic

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Radiology Medical Services Child Eval & Learning Disabilities Ctr

81 Davis Ave Suite 4 Neptune NJ 07753

Autism & Children's Evaluation Center FINANCIAL ASSISTANCE ELIGIBILITY SCHEDULE H, PART I, LINE 3C NOT APPLICABLE. THE ORGANIZATION USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE. COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6A MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, 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. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2011, DEVOTED MORE THAN $103 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $5.3 MILLION ASSOCIATED WITH PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AND INCURRED MEDICARE SHORTFALL OF $61.2 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2011 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST SCHEDULE H, PART I, LINE 7 THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $55,220,916; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION ONLY. BAD DEBT EXPENSE SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION, RECEIVES AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY. COLLECTIBILITY OF ACCOUNTS RECEIVABLE THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTIBILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTIBILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES PROVIDED. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. THE CORPORATION RECEIVES PARTIAL REIMBURSEMENT FOR THE UNCOMPENSATED CARE IT PROVIDES. OF THE CORPORATION'S $1.2 BILLION AND $1.1 BILLION OF TOTAL EXPENSES REPORTED FOR 2011 AND 2010 RESPECTIVELY, AN ESTIMATED COST OF $53,908,000 AND $52,954,000 FOR 2011 AND 2010 RESPECTIVELY IS ATTRIBUTABLE TO PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COST TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE CORPORATION'S TOTAL EXPENSES, EXCLUDING BAD DEBT EXPENSE, DIVIDED BY GROSS PATIENT SERVICE REVENUE. MERIDIAN UTILIZED A COST TO CHARGE RATIO METHODOLOGY IN CALCULATING THE BAD DEBT EXPENSE REFLECTED IN SCHEDULE H, PART III. MERIDIAN RETAINED THE SERVICES OF AN OUTSIDE INDEPENDENT CONSULTANT TO ACQUIRE DOCUMENTATION FROM NON-COMPLIANT CHARITY CARE PATIENTS. THE CONSULTANT DETERMINES AND RECORDS, AT GROSS CHARGES, THE AMOUNT OF THE NON-COMPLIANT CHARITY CARE PATIENTS FOR WHICH THEY DO NOT RECEIVE ANY DOCUMENTATION. MERIDIAN APPLIES ITS COST TO CHARGE RATIO TO THE GROSS CHARGE AMOUNT DOCUMENTED BY THE CONSULTANT TO CALCULATE THE AMOUNT DISCLOSED ON SCHEDULE H, PART III, SECTION A, LINE 3. MEDICARE SHORTFALL SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE 2011 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED "DUAL ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE. MEDICARE SHORTFALL CONTINUED SCHEDULE H, PART III, LINE 8 FOR JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER AND OCEAN MEDICAL CENTER, MERIDIAN USES THE SIEMENS 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 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. AS A RESULT OF A STATUTORY MERGER, SOUTHERN OCEAN MEDICAL CENTER BECAME A DIVISION OF MERIDIAN HOSPITALS CORPORATION EFFECTIVE JULY 1, 2010. SOUTHERN OCEAN MEDICAL CENTER HAS NOT INTEGRATED ITS SYSTEMS INTO MERIDIAN'S SYSTEMS AND DOES NOT USE THE SAME COSTING METHODOLOGY AS MERIDIAN. SOUTHERN OCEAN MEDICAL CENTER USES THE RATIO COST TO CHARGE METHODOLOGY TO CALCULATE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. DEBT COLLECTION POLICY SCHEDULE H, PART III, LINE 9B MERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - ACCOUNTS UNDER $7,500 THAT REACH THE END OF THE CYCLE AUTOMATICALLY TRANSFER TO THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - PAYMENTS AND FILES ARE RECONCILED THROUGH THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM REPORT (RMSSMS REC TOTALS) WHICH IS SENT TO MERIDIAN'S FINANCE DEPARTMENT. - AUTOMATIC TRANSFER TO A SECONDARY COLLECTION AGENCY OCCURS 180 DAYS AFTER PRIMARY PLACEMENT. - AUTOMATIC TRANSFER TO A TERTIARY ATTORNEY OCCURS 180 DAYS AFTER SECONDARY ASSIGNMENT. FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 11h Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center and Southern Ocean Medical Center ("the Hospitals") exist to benefit our communities by promoting good health, healing, caring and comforting. The Hospitals are proud of its not-for-profit public mission to provide quality care to all in need 24 hours a day, 365 days a year. The Hospitals seek ways of fulfilling our moral, ethical, and legal obligations to ensure that everyone gets the care they need regardless of ability to pay. To successfully provide this assistance, we ask that patients actively cooperate with us. The Hospitals assist patients in obtaining financial assistance from public programs and other sources whenever appropriate. To remain viable as it fulfills its mission, the Hospitals must meet its fiduciary responsibility to appropriately bill and collect for medical services provided to patients. The purpose of the Hospitals' Financial Assistance Policy is to provide general guidelines to assure reasonable collection of accounts from all available sources and to recognize as soon as possible when an individual requires assistance and/or that an account may qualify for free care, uncompensated care or as bad debt. It is also intended to ensure that the Hospitals comply with applicable state and federal requirements as well as those set forth in the Fair Debt Collections Practices Act. The Hospitals must charge for services rendered. The exact charges will depend on the extent of the services rendered by the patients' physicians and clinical team. Some examples of this include but are not limited to: Blood work, Diagnostic Testing, MRI, CT Scan, Endoscopy, Biopsies, Pathology, and Surgery. We understand and appreciate how overwhelming it can be to deal with health issues and billing issues at the same time, particularly confusing medical bills and insurance details. We strive to make this process as easy as possible for our patients by inviting patients to call our Patient Accounts Department directly at 732-776-4380 if they have questions or if they need assistance, either while still as a patient or after they have returned home. A complete bill will be mailed to the patient. However, private room costs and insurance deductibles are due at the time of admission, and can be paid at the Admitting Department which is open 24 hours a day. If the patient does not have coverage with an insurance provider, we will contact them to determine eligibility for financial assistance and to make payment arrangements. Separate Billing Under federal law, certain services cannot be included in a hospital bill. Therefore, the patient will receive separate physician bills for each service rendered by the following: Anesthesiology Cardiology EEG EKG Emergency Physicians House Staff Psychiatry Nuclear Medicine Pathology Pulmonary Function Department Radiology (films and interpretations) Surgical Assistants Speech Therapy These physician fees are for professional services rendered and/or interpretation of studies performed, and any questions regarding them should be addressed directly to those physician offices. In addition, if a house staff physician treats a patient for a situation that arises when their own physician is not available, they will be billed directly by that physician. The charges will not appear on the hospital bill. Patients should submit any such bills to their insurance provider or make arrangements for payment directly with the physician. Surgical Patients In major surgical cases, it is mandatory to have a second qualified surgeon or surgeons available to assist the attending surgeon. Its purpose is to ensure the quality and safety of complex procedures. Traditionally, the cost of an assisting surgeon or surgeons was included in your hospital bill. Today, however, the Federal Tax Equity and Responsibility Act (TEFRA) does not allow such an inclusion, so the patient will receive a separate bill from the assisting surgeon or surgeons and are expected to pay for the services rendered by them. Insurance companies are familiar with this practice and should include the assisting surgeon or surgeons for payment, if it is an included benefit. These bills should be forwarded to the patient's insurance provider. Insurance Limitations Under Medicare, Medicaid, and other third-party regulations, only certain levels of care may be covered by the Hospitals. Insurance benefits may be discontinued if a patient's physician or Health Care Quality Strategies, Inc. (HQSI), decides that further care is not medically necessary. The patient may be held personally responsible for any non-covered services. It is the patient's responsibility to provide us with accurate information about their insurance (Medicaid, Medicare, Managed Medicaid) so that the insurance can be billed correctly. If patients don't have insurance or their insurance doesn't cover all of the costs, there are federal and state sources of financial assistance that may be available to them. Eligibility requirements and the application process may be different depending upon the program. Financial Assistance Representatives are available to discuss what the best plan is for the patient. When patients meet with our Financial Assistance Representatives, he/she will provide a detailed list of what they will need. We specialize in the five major programs that are available to help New Jersey residents. Eligibility for these programs is dependent on the New Jersey State income and assets. Income thresholds are based on the Federal Poverty Guidelines (FPG) issued each year in the Federal Register by the Department of Health and Human Services (HHS). The 2011 income and asset levels can be found at http://www.state.nj.us/health/cc/documents/ccfactsh.pdf MEDICAID The Hospitals have contracted with a nationwide vendor, Century Business Services (CBIZ), to assist our patients who meet the eligibility criteria with the application process. There are many types of Medicaid available through the NJ Department of Health. CBIZ works with our patients to determine the program best suited for their circumstances. SSI - MEDICAID This is a program that supplements Medicaid benefits with a monthly income stipend that can help with basic needs such as food, clothing, or housing. The Hospitals have contracted with Chamberlin Edmonds and Century Business Solutions (CBIZ) to be onsite to assist inpatients and certain outpatients who meet the eligibility criteria with the application process. FAMILY CARE This program is designed to provide coverage for children. The Hospitals' Financial Assistance Team will assist you in completing the application. The application is then forwarded to the County Board of Social Services or the State vendor in Trenton for processing. The patient will hear directly from the processing agency regarding the status of their application. PRESUMPTIVE ELIGIBILITY - MEDICAID This program provides temporary coverage for persons who meet some basic eligibility criteria so that their health care costs can be covered while the formal Medicaid or Family Care application is processed. It provides 45 days of coverage from the initial date of the application. It is the patient's responsibility to complete the charity care documents and submit them to the Financial Assistance Office. Patients are to notify the registration team member when they have been approved for any service such as Charity Care or Medicaid. Patients who are not covered by insurance and do not qualify for Financial Assistance will be asked to pay an upfront reduced rate for any ancillary services that are needed. These fees are available upon request. Patients paying at the time of their visit will be charged a flat rate. This rate equals less than 50% of our actual charges. Any patients that qualify for Financial Assistance will have applicable fees refunded. CHARITY CARE Unlike Medicaid and Family Care, which provides ongoing coverage for health care services, including physician services and drugs, Charity Care is designed to provide assistance to cover the costs of hospital services only. In order to apply for Charity Care a patient must have a scheduled appointment in the hospital within 30 days or have received a hospital bill within the last 12 months. Patients should know that their immigration status doesn't matter when they apply for Charity Care - it will not affect eligibility. If no other options are available to the patient, the Hospitals' Financial Assistance Team will assist in completing a Charity Care application. Charity Care discounts are in compliance with regulations established in NJAC 8:31.B-4.38. Uninsured billing limits are in accordance with P.L.2008 c.60. Discounted rates are available for patients without insurance depending on financial need. Patients are asked to provide proof of income, family size, and asset information in order to be considered for dis NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 ASSESSING THE LOCAL HEALTH NEEDS IN BUILDING HEALTHY COMMUNITIES, OUTREACH HAS BEEN DEFINED AS AN ATTEMPT TO PROVIDE SERVICES BEYOND CONVENTIONAL LIMITS, OFTEN TO PARTICULAR SEGMENTS OF A COMMUNITY. AT MERIDIAN HEALTH, NOTHING WE DO IS CONVENTIONAL, AS WE CONTINUOUSLY STRIVE TO PROVIDE OUTSTANDING CARE, SERVICE, AND SUPPORT TO OUR COMMUNITY MEMBERS. AS YOU WILL SEE, MERIDIAN IS EXTREMELY DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES WE SERVE. AS THE LEADING PROVIDER OF HEALTH CARE SERVICES IN OUR AREA, OUR COMMUNITY IMPACT EXTENDS FAR BEYOND NUMBERS ON A PAPER. WE WALK THE TALK AND LIVE AND BREATHE OUR BRAND PROMISE OF PROVIDING THE BEST HEALTH CARE EXPERIENCE, WHETHER WITHIN THE WALLS OF OUR FACILITIES OR OUT IN OUR SURROUNDING COMMUNITIES. AT MERIDIAN HEALTH, OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2011, DEVOTED MORE THAN $165 MILLION IN COMMUNITY BENEFITS. CARING FOR ALL MEMBERS OF THE COMMUNITY AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, MERIDIAN HEALTH IS THE REGIONAL LEADER IN PROVIDING INNOVATIVE AND ACCESSIBLE HEALTH CARE PROGRAMS AND SERVICES TO INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGHOUT MONMOUTH AND OCEAN COUNTIES. EVERYONE DESERVES ACCESS TO QUALITY CARE REGARDLESS OF THEIR ABILITY TO PAY. IN 2011, MERIDIAN PROVIDED $134.2 MILLION DOLLARS IN CHARITY CARE AND OTHER UNCOMPENSATED CARE, SERVING AS A HEALTH CARE SAFETY NET FOR OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. IN ADDITION, MERIDIAN DEDICATED $3.1 MILLION IN SUBSIDIZING VITAL HEALTH SERVICES SUCH AS OUTPATIENT DIALYSIS, BEHAVIORAL HEALTH SERVICES AND FAMILY HEALTH CLINICS. ASSESSING AND ADDRESSING COMMUNITY HEALTH NEEDS COMMUNITY-BASED PREVENTION AND WELLNESS ACTIVITIES PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. THAT'S WHY MERIDIAN EMBARKED ON A STRATEGIC PROCESS OF REASSESSING THE AREA'S HEALTHCARE NEEDS. WORKING WITH A NATIONALLY RENOWNED RESEARCH FIRM, MERIDIAN SURVEYED OVER 1,000 HOUSEHOLDS VIA TELEPHONE IN MONMOUTH AND OCEAN COUNTIES TO GATHER LOCAL RESIDENTS' VIEWS OF THEIR COMMUNITY'S MOST CRITICAL HEALTH NEEDS. IN ADDITION, MERIDIAN INVITED COMMUNITY MEMBERS, COUNTY AND LOCAL HEALTH DEPARTMENT OFFICERS, AND OTHER COMMUNITY LEADERS TO PARTICIPATE IN FOCUS GROUPS TO GATHER INPUT FROM PARTICIPANTS REGARDING THEIR OPINIONS AND PERCEPTIONS OF THE HEALTH OF THE RESIDENTS OF THE AREA. FINDINGS OF THE ASSESSMENT ARE REVIEWED TOGETHER WITH MERIDIAN'S COMMUNITY ADVISORY COMMITTEES, LOCAL HEALTH DEPARTMENT OFFICIALS, PHYSICIANS, AND OTHER COMMUNITY LEADERS, WITH THE GOAL OF SELECTING AND PRIORITIZING THE TOP HEALTH CONCERNS FOR OUR COMMUNITY. THIS COLLABORATIVE EFFORT, WILL SERVE AS A TOOL TO REACHING THREE BASIC GOALS: TO IMPROVE RESIDENTS' HEALTH STATUS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE, TO REDUCE THE HEALTH DISPARITIES AMONG RESIDENTS AND TO INCREASE ACCESSIBILITY TO PREVENTIVE SERVICES FOR ALL RESIDENTS. DELIVERING ON COMMUNITY COMMITMENT COMMUNITY MEMBERS BOTH YOUNG AND OLD TOOK ADVANTAGE OF FREE HEALTH AND WELLNESS SCREENINGS, EDUCATION PROGRAMS, SUPPORT GROUPS AND OTHER HEALTH PROMOTION ACTIVITIES OFFERED THROUGHOUT MONMOUTH AND OCEAN COUNTIES. THESE SCREENINGS ARE CONDUCTED IN A VARIETY OF COMMUNITY LOCATIONS INCLUDING, HOUSES OF WORSHIP, SCHOOLS, ACTIVE ADULT COMMUNITIES, SENIOR HOUSING, LOW INCOME HOUSING DEVELOPMENTS, AS WELL AS WITHIN A MERIDIAN FACILITY. 2011 ACCOMPLISHMENTS INCLUDE: SERVING MORE THAN 80,000 PEOPLE THROUGH OUR COMMUNITY HEALTH PROGRAMS PROVIDING FREE HEALTH SCREENINGS TO MORE THAN 32,000 ADULTS EDUCATING 13,571 CHILDREN ON HOW TO EAT RIGHT, STAY FIT AND BE SAFE MERIDIAN'S LATEST ADDITION TO ITS COMMUNITY OUTREACH PROGRAM IS ANGIOSCREEN. A REVOLUTIONARY, NEW VASCULAR SCREENING DESIGNED TO PROVIDE PARTICIPANTS WITH INFORMATION ABOUT THEIR CIRCULATION AND RISK FOR CARDIOVASCULAR DISEASE AND STROKE. DATA FROM THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT SHOWED THAT THE PREVALENCE OF STROKE HAS DOUBLED IN OUR AREA IN THE PAST 5 YEARS. THIS WAS THE DRIVING FORCE BEHIND DEVELOPING THIS INNOVATIVE SCREENING FOR OUR COMMUNITY. FOR THE PAST 10 YEARS, MERIDIAN HAS RECEIVED CHOLESTEROL SCREENING GRANTS FUNDED BY THE OCEAN COUNTY BOARD OF CHOSEN FREEHOLDERS/OCEAN COUNTY DEPARTMENT OF SENIOR SERVICES TO REACH SENIORS, PARTICULARLY THE FRAIL/DISABLED, VULNERABLE/SOCIALLY ISOLATED, IMPOVERISHED AND MINORITY SENIOR POPULATION. THE GRANTS OFFER THESE SENIORS THE OPPORTUNITY FOR A FREE CHOLESTEROL, GLUCOSE, AND BLOOD PRESSURE SCREENING IN CONVENIENT AND ACCESSIBLE LOCATIONS. THE SCREENINGS ARE PROVIDED BY TRAINED HEALTH CARE PROFESSIONALS WHO ALSO PROVIDE COUNSEL ON MAKING LIFESTYLE CHANGES, NUTRITIONAL MODIFICATIONS, AND EXERCISE SUGGESTIONS. ALL PARTICIPANTS RECEIVE A COPY OF THEIR SCREENING RESULTS TO SHARE WITH THEIR HEALTH CARE PROVIDER. IF THEY DON'T HAVE ONE, THEY ARE PROVIDED WITH ACCESS TO RESOURCES AND REFERRALS. DOCTOR BERNARD, THE DIRECTOR OF FUN AND GOOD HEALTH AT K. HOVNANIAN CHILDREN'S HOSPITAL AT JERSEY SHORE UNIVERSITY MEDICAL CENTER AND HIS PAL HOPSCOTCH TEACH CHILDREN ABOUT PROPER NUTRITION, FITNESS, SAFETY AND RESPONSIBLE BEHAVIOR. TO MEET THE NEEDS OF OUR DIVERSE COMMUNITY, THE CURRICULUMS HAVE BEEN CUSTOMIZED TO REFLECT THE SPECIFIC CULTURAL CUSTOMS OF THE LATINO AND THE ORTHODOX JEWISH COMMUNITIES. IN ADDITION TO CUSTOMIZING THE EDUCATIONAL SCRIPTS, BOTH THE CHARACTERS AND NURSE EDUCATORS HAVE PARTICIPATED IN A MANDATORY TRAINING PROGRAM THAT TEACHES THEM PROPER PROTOCOL AND BEHAVIOR WHEN INTERACTING WITH THESE GROUPS. HOPSCOTCH'S HEALTHY YOU PROGRAM IS FOCUSED ON TEACHING THIRD GRADERS ABOUT KEEPING THEIR HEARTS AND LUNGS HEALTHY. THIS ASTHMA EDUCATION AND SCREENING PROGRAM TARGETS AT RISK COMMUNITIES. AT RISK COMMUNITIES WERE IDENTIFIED THROUGH AN ANALYSIS OF MERIDIAN'S PEDIATRIC EMERGENCY ROOM DATA TO IDENTIFY COMMUNITIES THAT HAD HIGH RATES OF PEDIATRIC ASTHMA DIAGNOSES. THE SCREENING AND EDUCATION PROGRAM IS CONDUCTED IN COOPERATION WITH AREA SCHOOLS. NURSE EDUCATORS SCREEN CHILDREN FOR ASTHMA AS WELL AS PROVIDE EDUCATIONAL LESSONS THAT TEACH CHILDREN ABOUT THE IMPORTANCE OF A HEALTHY HEART AND LUNGS. ASTHMA EDUCATION IS ALSO CONDUCTED FOR PARENTS AS WELL AS SCHOOL PERSONNEL. IN 2011, OVER 300 THIRD GRADE STUDENTS WERE SCREENED AND EDUCATED. A NUMBER OF SPECIAL EVENTS WERE CONDUCTED IN 2011 TO ADDRESS THE HEALTH DISPARITIES IN THE AFRICAN AMERICAN AND HISPANIC POPULATIONS. TACKLING STROKE WITH HARRY CARSON HEART HEALTHY MESSAGES DELIVERED BY MERIDIAN PHYSICIANS OF COLOR AND ATTRACTED OVER 200 ATTENDEES. MERIDIAN COORDINATED SEVERAL MINORITY HEALTH MONTH FREE HEALTH SCREENINGS AT SEVERAL AREA CHURCHES AND COMMUNITY CENTERS. SEVERAL HUNDRED COMMUNITY MEMBERS TOOK ADVANTAGE OF THE FREE SCREENINGS. RIVERVIEW MEDICAL CENTER PRESENTED ITS FIFTH ANNUAL "PAINT THE TOWN PINK" WEEK IN MAY. THE EVENT IS DESIGNED TO RAISE BREAST CANCER AWARENESS, ENCOURAGE EARLY DETECTION AND RAISE FUNDS FOR THE UNINSURED. SEVERAL THOUSAND COMMUNITY MEMBERS PARTICIPATE IN THIS ANNUAL EVENT. K. HOVNANIAN CHILDREN'S HOSPITAL HELD ITS ANNUAL CHILDREN'S HEALTH FAIR. FIFTEEN CLINICAL AND SUPPORT SERVICES FROM THE K. HOVNANIAN CHILDREN'S HOSPITAL AND JERSEY SHORE UNIVERSITY MEDICAL CENTER PROVIDED HEALTH EDUCATION IN A FUN INTERACTIVE ENVIRONMENT. SEVERAL HUNDRED CHILDREN AND THEIR FAMILIES PARTICIPATED IN THE EVENT. OCEAN MEDICAL CENTER AND JERSEY SHORE UNIVERSITY MEDICAL CENTER HOSTED ANNUAL COMMUNITY DAY EVENTS TO ENCOURAGE COMMUNITY MEMBERS TO SEEK NEEDED PREVENTIVE HEALTH SCREENINGS AND OBTAIN IMPORTANT, LIFE-SAVING HEALTH INFORMATION. BOTH EVENTS ATTRACTED SEVERAL THOUSAND COMMUNITY MEMBERS. SOUTHERN OCEAN MEDICAL CENTER OFFERS MEN'S HEALTH AND WOMEN'S HEALTH NIGHTS ANNUALLY COMPLETE WITH LIPID SCREENING, CANCER SCREENING, HEALTH INFORMATION, Q&A WITH LOCAL PHYSICIANS AND HOSPITAL MANAGERS. BOTH EVENTS ATTRACT OVER 300 MEN AND WOMEN ANNUALLY. A SPIRIT OF COLLABORATION COLLABORATION IS WORKING TOGETHER TO ACHIEVE A GOAL. TO THAT END, MERIDIAN CONVENES SEVERAL COMMUNITY ADVISORY COMMITTEES WHOSE MISSION IT IS TO ASSIST US IN IDENTIFYING AND ADDRESSING LOCAL HEALTH CARE NEEDS. COMMITTEE MEMBERS REPRESENT A CROSS-SECTION OF THE COMMUNITY IN TERMS OF AGE, GENDER, RELIGION, ETHNICITY, INTERESTS AND PROFESSIONAL STATUS. OUR PARTNERS IN HEALTH AND UNIDOS COMMITTEES ARE COMPRISED OF AFRICAN AMERICAN AND HISPANIC CIVIC AND COMMUNITY LEADERS RESPECTIVELY AND ARE FOCUSED ON ADDRESSING HEALTH ISSUES AND DISPARITIES AFFECTING COMMUNITIES OF COLOR. CURRENTLY, MORE THAN 150 PEOPLE FROM THE SURROUNDING AREA SERVE AS MEMBERS OF MERIDIAN'S COMMUNITY ADVISORY COMMITTEES. MERIDIAN MAINTAINS LEADERSHIP ROLES IN BOTH THE MONMOUTH COUNTY HEALTH IMPROVEMENT COALITION AND THE OCEAN COUNTY HEALTH ADVISORY GROUP. BOTH COALITIONS REPRESENT COLLABORATION BETWEEN COUNTY AND LOCAL HEALTH DEPARTMENTS AS WELL AS A VARIETY OF SOCIAL SERVICE, HEALTH CARE, HIGHER EDUCATION AN PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI; QUESTION 3 MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS. COMMUNITY INFORMATION SCHEDULE H, PART VI; QUESTION 4 MERIDIAN HEALTH OPERATES 5 HOSPITALS IN MONMOUTH AND OCEAN COUNTIES, NEW JERSEY. the following information is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY OCEAN COUNTY POPULATION, 2010 630,380 576,567 UNDER 5 YEARS OF AGE, 2010 5.5% 6.7% UNDER 18 YEARS OF AGE, 2010 23.8% 23.4% 65 YEARS OLD AND OVER, 2010 13.8% 21.0% PERSONS BELOW POVERTY LEVEL, 2006-2010 6.3% 9.0% MEDIAN HOUSEHOLD INCOME, 2006-2010 $ 82,265 $59,620 RACIAL COMPOSITION, 2010: WHITE 76.7% 85.9% AFRICAN AMERICAN 7.4% 3.2% ASIAN 5.0% 1.7% HISPANIC OR LATINO ORIGIN 9.7% 8.3% OTHER 1.2% 0.9% PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI; QUESTION 5 MERIDIAN OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. THE ORGANIZATION PROVICES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. THE ORGANIZATION OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. THE ORGANIZATION MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF THE ORGANIZATION RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON HOW THE SYSTEM PROMOTES COMMUNITY HEALTH. AFFILIATED HEALTHCARE SYSTEM SCHEDULE H, PART VI; QUESTION 6 MERIDIAN HEALTH SYSTEM, INC. ---------------------------- MERIDIAN HEALTH SYSTEM, INC. ("MERIDIAN") IS THE TAX-EXEMPT PARENT OF THE MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER MERIDIAN OR ANOTHER SYSTEM AFFILIATE CONTROLLED BY MERIDIAN. THE SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. MERIDIAN 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 PARENT ORGANIZATION OF A LARGE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY, MERIDIAN STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE SYSTEM WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF MONMOUTH AND OCEAN COUNTIES AND SURROUNDING COMMUNITIES. MERIDIAN ENSURES THAT ITS SYSTEM 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 SYSTEM'S ACTIVE HOSPITALS INCLUDE: JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL AND K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOSPITALS CORPORATION ------------------------------ MERIDIAN HOSPITALS CORPORATION ("HOSPITALS") IS A NOT FOR-PROFIT CORPORATION THAT OPERATES AN ACUTE CARE HOSPITAL SYSTEM, WHICH PROVIDES PRIMARY AND TERTIARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. HOSPITALS ALSO PROVIDES PROGRAMS FOR MEDICAL TRAINING, RESEARCH, EDUCATION AND CONDUCTS ACTIVITIES ESTABLISHED TO IMPROVE THE HEALTH OF ITS COMMUNITIES. HOSPITALS INCLUDES JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, K. HOVNANIAN CHILDREN'S HOSPITAL AND BAYSHORE COMMUNITY HOSPITAL, A WHOLLY OWNED SUBSIDIARY OF HOSPITALS AND NOT INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 661-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. JSUMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, JSUMC 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. MOREOVER, JSUMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. RIVERVIEW MEDICAL CENTER ------------------------ RIVERVIEW MEDICAL CENTER ("RMC") IS A 492-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN RED BANK, MONMOUTH COUNTY, NEW JERSEY. RMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, RMC 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. MOREOVER, RMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OCEAN MEDICAL CENTER -------------------- OCEAN MEDICAL CENTER ("OMC") IS A 303-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. OMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, OMC 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. MOREOVER, OMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SOUTHERN OCEAN MEDICAL CENTER ----------------------------- SOUTHERN OCEAN MEDICAL CENTER ("SOMC") IS A 186-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN MANAHAWKIN, OCEAN COUNTY, NEW JERSEY. SOMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, SOMC 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. MOREOVER, SOMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. BAYSHORE COMMUNITY HOSPITAL --------------------------- BAYSHORE COMMUNITY HOSPITAL ("BCH") IS A 238-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN HOLMDEL, MONMOUTH COUNTY, NEW JERSEY. BCH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BCH 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. MOREOVER, BCH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. K. HOVNANIAN CHILDREN'S HOSPITAL -------------------------------- K. HOVNANIAN CHILDREN'S HOSPITAL ("HOVNANIAN") IS A NON-PROFIT ACUTE CARE CHILDREN'S HOSPITAL LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. HOVNANIAN OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, HOVNANIAN PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL CHILDREN IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, HOVNANIAN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SHORE REHABILITATION INSTITUTE, INC. ------------------------------------ SHORE REHABILITATION INSTITUTE, INC. ("SRI") IS A 40-BED NON-PROFIT ACUTE REHABILITATION CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. SRI IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, SRI PROVIDES MEDICALLY NECESSARY REHABILITATIVE CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SRI OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOME CARE SERVICES, INC. --------------------------------- MERIDIAN HOME CARE SERVICES, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). THE ORGANIZATION COORDINATES AND OPERATES HOME HEALTHCARE, HOME INFUSION AND HOSPICE SERVICES AND PROVIDES DURABLE MEDICAL EQUIPMENT TO ALL FAMILIES IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. THE ORGANIZATION ALSO SUPPORTS MERIDIAN HEALTH SYSTEM BY PROVIDING TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES. HEALTH INNOVATIONS UNLIMITED, INC. ---------------------------------- HEALTH INNOVATIONS UNLIMITED, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2) WHOSE SOLE MEMBER IS MERIDIAN HOME CARE SERVICES, INC. THE ORGANIZATION PROVIDES THE DURABLE MEDICAL EQUIPMENT AND TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES ON BEHALF OF ITS SOLE MEMBER, MERIDIAN HOME CARE SERVICES, INC. JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. ------------------------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF JERSEY SHORE UNIVERSITY MEDICAL CENTER; A DIVISION OF A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION, THAT 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. OCEAN MEDICAL CENTE STATE FILING OF COMMUNITY BENEFIT REPORT 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. MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. true AMERICAN CANCER SOCIETY 1035 HOOPER AVE TOMS RIVER NJ 08753 160743902 501(C)(3) 24650 RESEARCH SUPPORT AMERICAN HEART ASSOCIATION 208 WEST END AVE BRIDGEWATER NJ 08807 135613797 501(C)(3) 28250 RESEARCH SUPPORT HOLIDAY EXPRESS Inc 1184 OCEAN AVE C-8 SEA BRIGHT NJ 07760 223470019 501(C)(3) 7500 SAFETY & WELLNESS JUVENILE DIABETES RESEARCH FOUNDATION 3430 SUNSET AVE SUITE 21A OCEAN NJ 07712 231907729 501(C)(3) 6000 CHILDREN'S HEALTH AMERICAN RED CROSS PO BOX 33093 NEWARK NJ 071880093 530196605 501(C)(3) 11000 SAFETY & WELLNESS MONMOUTH PARK CHARITY FUND 175 OCEANPORT AVE OCEANPORT NJ 07757 226063135 501(C)(3) 6000 SAFETY & WELLNESS RED BANK RIVER CENTER 20 BROAD ST RED BANK NJ 07701 223133371 501(C)(3) 12000 COMMUNITY SUPPORT TWO RIVER THEATER COMPANY Inc 21 BRIDGE AVE RED BANK NJ 07701 521857757 501(C)(3) 12700 ART & CULTURE MONMOUTH COUNCIL BOY SCOUTS OF AMERICA 705 GINESI DRIVE MORGANVILLE NJ 07751 210634963 501(C)(3) 5500 CHILDREN'S HEALTH FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC 3300 ROUTE 66 NEPTUNE NJ 07753 222622522 501(C)(3) 12200 SAFETY & WELLNESS KABOOM FIREWORKS ON THE NAVESINK PO BOX 155 RED BANK NJ 07701 201245780 501(C)(3) 25000 CIVIC UMDNJ PO BOX 2685 NEW BRUNSWICK NJ 08903 221775306 10800 HEALTHCARE THE COMMUNITY YMCA 113 TINDALL RD MIDDLETOWN NJ 07748 210635051 501(C)(3) 7000 SAFETY & WELLNESS MARCH OF DIMES FOUNDATION 1010 EAST PARK BLVD CRANBURY NJ 08512 131846366 501(C)(3) 6000 HEALTH & WELLNESS GIRL SCOUTS OF THE JERSEY SHORE 242 ADELPHIA RD FARMINGDALE NJ 07727 210731966 501(C)(3) 5100 SAFETY & WELLNESS JERSEY SHORE WILL GRAHAM CELEBRATION PO BOX 429 WALL NJ 077540429 271966536 501(C)(3) 10000 SAFETY & WELLNESS 16 EDUCATIONAL SCHOLARSHIPS 209 248200 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I; QUESTION 2 OVER THE YEARS, MERIDIAN HEALTH HAS BEEN FORTUNATE TO OFFER SUPPORT THROUGH CHARITABLE DONATIONS TO CHARITABLE ORGANIZATIONS IN MERIDIAN HEALTH'S COMMUNITY SERVICE AREA. ADDITIONALLY, MERIDIAN ENCOURAGES ITS LEADERS, PHYSICIANS, AND TEAM MEMBERS TO SERVE ON THESE LOCAL CHARITABLE BOARDS AND COMMITTEES TO ENSURE THAT CONTRIBUTIONS OFFERED THROUGH MERIDIAN ARE UTILIZED APPROPRIATELY. 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 - 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. X true true X X X X X true true false true false false false true false Marc H Lory 504014 0 170000 0 309960 0 30288 0 26794 0 1041056 0 268707 0 John K Lloyd FACHE 927782 0 558000 0 688082 0 23275 0 26867 0 2224006 0 200000 0 Salvatore Inciardi 295520 0 150000 0 157105 0 33697 0 22868 0 659190 0 131804 0 John Gantner 586091 0 245000 0 341771 0 216359 0 22688 0 1411909 0 100000 0 David L Flood 342111 0 110000 0 30972 0 17828 0 15411 0 516322 0 0 0 Steven G Littleson 481087 0 150000 0 197511 0 26099 0 24298 0 878995 0 170574 0 Timothy J Hogan 448185 0 135000 0 1097162 0 24652 0 23365 0 1728364 0 1089695 0 Dean Lin 257993 0 35000 0 53116 0 0 0 13829 0 359938 0 0 0 James A Clarke MD 294758 0 0 0 10912 0 0 0 22254 0 327924 0 0 0 Joseph P Coyle 431441 0 230000 0 25511 0 148711 0 23796 0 859459 0 0 0 Michael Bleiman MD 0 208163 0 0 92150 51778 0 6205 0 4184 92150 270330 0 0 Robert Palermo 272998 0 70000 0 23537 0 36456 0 23753 0 426744 0 0 0 Alan Cabasso MD 0 221456 0 0 0 10443 0 43977 0 21899 0 297775 0 0 Carl M Marchetti MD 144259 0 11912 0 28788 0 20408 0 23053 0 228420 0 0 0 David Kountz MD 352355 0 43700 0 23846 0 10626 0 23063 0 453590 0 0 0 Elliot Frank MD 0 365703 0 44300 0 22798 0 42216 0 21735 0 496752 0 0 Jerome Vernick MD 0 468812 0 20767 0 56406 0 31324 0 14838 0 592147 0 0 Steven Kairys MD 0 330257 0 24999 0 60077 0 33201 0 21826 0 470360 0 0 Maurice Meyer III 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ann Gavzy 291490 0 100000 0 127218 0 27151 0 24849 0 570708 0 99562 0 Rebecca Weber 374882 0 147000 0 7776 0 50693 0 16976 0 597327 0 0 0 Rick Scott 366345 0 95000 0 31471 0 26088 0 25360 0 544264 0 0 0 Richard Hader 261936 0 70000 0 14495 0 27917 0 22601 0 396949 0 0 0 Sherrie String 154153 0 100000 0 30274 0 0 0 4817 0 289244 0 0 0 Frank Goldstein 319729 0 75000 0 32734 0 34546 0 16886 0 478895 0 0 0 Kim Carpenter 305434 0 45000 0 10233 0 25818 0 22895 0 409380 0 0 0 James Molloy 254506 0 60000 0 5112 0 28742 0 24022 0 372382 0 0 0 Richard Hand 250909 0 80000 0 1888 0 20392 0 16588 0 369777 0 0 0 John Sindoni 11390 0 100000 0 163328 0 20078 0 416 0 295212 0 0 0 David Boss 282774 0 48000 0 8420 0 9607 0 13587 0 362388 0 0 0 Michele Mendelson 220193 0 51000 0 3662 0 23567 0 22914 0 321336 0 0 0 Christine Scott 215414 0 40000 0 6565 0 20119 0 5284 0 287382 0 0 0 Kevin Bryant 179517 0 21500 0 5437 0 0 0 14789 0 221243 0 0 0 Joseph Reichman 290590 0 40000 0 12680 0 21139 0 2047 0 366456 0 0 0 TERRY MANNA 245259 0 55000 0 22731 0 19841 0 22222 0 365053 0 0 0 MARGARET QUINN 278953 0 28224 0 8317 0 30401 0 20351 0 366246 0 0 0 ALEXANDER LEHRER 223242 0 55000 0 31199 0 28626 0 4387 0 342454 0 0 0 MARILYN KOCZAN 222186 0 45000 0 27516 0 56928 0 4524 0 356154 0 0 0 Elwood Joseph Hummel 200364 0 23800 0 1926 0 9016 0 16799 0 251905 0 0 0 Raymond Green 21423 0 0 0 187976 0 8494 0 16601 0 234494 0 0 0 J Gordon Boak 0 118470 0 0 0 17697 0 17328 0 13373 0 166868 0 0 COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 1A and 1B TWO INDIVIDUALS REFLECTED ON CORE FORM, PART VII AND SCHEDULE J, PART II; DEAN LIN AND SHERRIE STRING, BOTH RELOCATED FOR MERIDIAN HEALTH WORK PURPOSES AND RECEIVED A HOUSING ALLOWANCE IN 2011 IN ORDER TO FACILITATE THE RELOCATION OF THEIR PRIMARY RESIDENCES. THE HOUSING ALLOWANCE FOR DEAN LIN AND SHERRIE STRING TOTALED $12,000 AND $8,000; RESPECTIVELY. THESE AMOUNTS WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES AND IN SCHEDULE J, PART II, COLUMN B(III) HEREIN. COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4A RAYMOND GREEN, FORMER VICE PRESIDENT OF HUMAN RESOURCES, RECEIVED A SEVERANCE PAYMENT IN 2011. THE SEVERENCE PAYMENT TOTALED $185,182 AND WAS INCLUDED IN HIS 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES. COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $268,707; SALVATORE INCIARDI, $131,804; STEVEN G. LITTLESON, $170,574; TIMOTHY J. HOGAN, $1,089,695 AND ANN B. GAVZY, ESQ., $99,562. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A RETENTION AGREEMENT WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: JOHN GANTNER, $300,000 AND JOHN K. LLOYD, FACHE, $600,000. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, AS TAXABLE WAGES: JOHN GANTNER, $191,906; ROBERT A. PALERMO, CPA, $14,820; JOSEPH P. COYLE, $125,133; REBECCA WEBER, $19,050 AND MARILYN KOCZAN, $12,165. COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 5A THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VARIABLE COMPENSATION WHICH IS CALCULATED BASED ON A PERCENTAGE OF THE ORGANIZATION'S TOTAL REVENUE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $9,058; ELLIOT FRANK, M.D., $3,911; JEROME VERNICK, M.D., $34,134; MICHAEL BLEIMAN, M.D., $30,000 AND STEVEN W. KAIRYS, M.D., $38,993. COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2011 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. COMPENSATION INFORMATION SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 2011 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS AN ACCRUED BENEFIT ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2011 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $268,707; SALVATORE INCIARDI, $131,804; STEVEN G. LITTLESON, $170,574; ANN B. GAVZY, ESQ., $99,562 AND TIMOTHY J. HOGAN $1,089,695. THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A RETENTION AGREEEMENT THAT BECAME TAXABLE IN 2011 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS AN ACCRUED BENEFIT ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5, AS TAXABLE WAGES: JOHN GANTNER, $100,000 AND JOHN K. LLOYD, FACHE, $200,000. NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579E7X8 2003-02-20 60000000 CONSTRUCT & EQUIP FACILITY false false false NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579E7Y6 2003-02-20 40000000 CONSTRUCT & EQUIP FACILITY false false false NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FDA8 2004-06-24 14725000 CONSTRUCT & EQUIP FACILITY false false false NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FHG1 2006-05-18 18390000 REFUND 1993 SERIES false false false 0 0 61213687 0 0 0 436450 560326 0 60216911 0 0 2004 false false true true 0 0 40809125 0 0 0 314300 369024 0 40125801 0 0 2004 false false true true 2015000 0 16032128 0 0 0 268487 62695 0 15700946 0 0 2007 false false true true 1340000 0 18390000 0 0 0 365791 65353 0 0 17958856 0 2006 true false true true false true true true false 0.00970 0.00000 0.00970 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true true true false 0 true TRANS OCC LIFE INS 1.4 true false false true true false 0 true TRANS OCC LIFE INS 1.4 true false false true true false 0 false 0 false false true true true Wachovia 5. false false false 0 false false X THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS. NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FJQ7 2006-11-22 5100000 CONSTRUCT & EQUIP FACILITY false false false NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FSE4 2007-12-13 242125000 CONSTRUCT & EQUIP FACILITY false false false NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FW25 2011-12-21 200595000 REFINANCE EXISTING BONDS false false true 720000 0 5207649 0 0 0 56802 21731 0 5128862 0 254 2007 false false true true 1125000 0 246107361 0 0 0 1673677 4507965 0 239925703 0 16 2009 false false true true 0 0 215633458 0 0 214230895 1402562 0 0 0 0 1 2011 true false true true false false false false 0.00000 0.00000 0.00000 true false true true true false 0.00670 0.00000 0.00670 true false false false false 0.00000 0.00000 0.00000 true true true false 0 false 0 true false false true false 0 false 0 false false false false false 0 false 0 false false THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0 OF $215,633,458 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT EARNINGS OF $1. AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 2500 SCHOLARSHIP CHRISTINE F HADER FAMILY MEMBER - KEY EMPL. 123462 EMPLOYEE false AURELIA HADER FAMILY MEMBER - KEY EMPL. 72849 EMPLOYEE false TD BANK OFFICER - LLOYD 345164 LEASE PAYMENTS - SEE PART V false QUALCARE INC OFFICERS - GANTNER/LLOYD 4297304 CLAIMS ADMIN. - SEE PART V false ANGELA A PROPER FAMILY MEMBER - TRUSTEE 20515 EMPLOYEE false STILLWELL-HANSEN INC TRUSTEE - STILLWELL 134971 PRODUCT/EQUIPMENT - SEE PART V false AMY DELANEY FAMILY MEMBER - OFFICER 54100 EMPLOYEE false SHADDY YOUNAN MD FAMILY MEMBER - TRUSTEE 28550 INDEPENDENT CONTRACTOR false LAVERNE MUSCIO-CABASSO FAMILY MEMBER - TRUSTEE 96671 EMPLOYEE false JERSEY SHORE RADIOLOGY TRUSTEE - ZAWODNIAK 232419 MEDICAL SERVICES - SEE PART V false LAURA DE LA LUZ FAMILY MEMBER - TRUSTEE 18084 EMPLOYEE false QUALCARE INC TRUSTEE - BUTTACI 4297304 CLAIMS ADMIN. - SEE PART V false ERNST YOUNG OFFICER - PALERMO 232942 ACCOUNTING SVCS. - SEE PART V false FROMKIN BROTHERS OFFICER - PALERMO 566229 SERVICES - SEE PART V false BRICK CARDIOVASCULAR SPECIALISTS TRUSTEE - VIVONA 122381 MEDICAL SERVICES - SEE PART V false Christopher Scott Family Member - Key Empl. 89535 Employee false GRANTS TO INTERESTED PERSONS SCHEDULE L, PART III PLEASE NOTE THAT THE SCHOLARSHIP AWARDED TO THIS INDIVIDUAL WAS BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY MERIDIAN HEALTH SYSTEM, INC. THE SCHOLARSHIP RECIPIENT WAS SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA. BUSINESS TRANSACTIONS WITH INT. PERSONS SCHEDULE L, PART IV John K. Lloyd, FACHE, President and Chief Executive Officer of Meridian Health System, Inc., is the Chairman of the Board of Trustees of QualCare, Inc. John Gantner, Chief Financial Officer of Meridian Health System, Inc. is a Board of Trustee member of QualCare, Inc. Norman V. Buttaci, Trustee of Meridian Hospitals Corporation is a Board of Trustee member of QualCare, Inc. Meridian Health and its affiliates utilized the services of QualCare, Inc. during 2011. Total fees paid to QualCare, Inc. were $4,297,304. Services were rendered at fair market value rates pursuant to arm's length negotiations. John K. Lloyd, FACHE, is a former Board of Trustee member of TD Bank and receives a retirement benefit from TD Bank for past services provided. Meridian Health and its affiliates utilized the services of TD Bank during 2011. Total fees paid to TD Bank were $345,164. Services were rendered at fair market value rates pursuant to arm's length negotiations. Carol Stillwell is a Trustee for Meridian Health Foundation, Inc. Meridian Health and its affiliates utilized the services of her company, Stillwell-Hansen, Inc., during 2011. Total fees paid to Stillwell-Hansen, Inc. were $134,971. Services were rendered at fair market value rates pursuant to arm's length negotiations. Leonard J. Zawodniak, M.D., is a Trustee for Meridian Hospitals Corporation and Meridian Health Foundation, Inc. Meridian Health and its affiliates utilized the services of his company, Jersey Shore Radiology, during 2011. Total fees paid to Jersey Shore Radiology were $232,419. Services were rendered at fair market value rates pursuant to arm's length negotiations. Robert Palermo, is the Vice President of Finance for Meridian Health System, Inc. and a Trustee of Meridian Practice Institute, Inc. His spouse is a Partner with Ernst & Young, L.L.P. Meridian Health and its affiliates utilized the services of Ernst & Young, L.L.P. during 2011. Total fees paid to Ernst & Young, L.L.P. were $232,942. In addition, his brother-in-law is a Vice President with Fromkin Brothers, Inc. Meridian Health and its affiliates utilized the services of Fromkin Brothers, Inc. during 2011. Total fees paid to Fromkin Brothers, Inc. were $566,229. Services rendered by both Ernst & Young, L.L.P. and Fromkin Brothers, Inc. were at fair market value rates pursuant to arm's length negotiations. Vincent J. Vivona, D.O., J.D., FACP is a Trustee for Ocean medical Center Foundation. Meridian Health and its affiliates utilized the services of his company, Brick Cardiovascular Specialists, during 2011. Total fees paid to Brick Cardiovascular Specialists were $122,381. Services were rendered at fair market value rates pursuant to arm's length negotiations. X 4 161497 FMV false true false COMMUNITY BENEFIT STATEMENT CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridian has been viewed as a leader in developing the full continuum of care, providing integrated services to ensure our patients receive coordinated and seamless care from diagnosis to treatment to rehabilitation. The following speaks to our philosophy that its not the ability to do a single thing well, but the unique ability to do everything better. Meridian Cancer Care -------------------- Meridian Cancer Care provides multi-disciplinary care close to home and across the range of disease areas. Meridians focus on a multi- disciplinary, patient-oriented approach provides opportunities for both state-of-the-art care and trials. Meridian Cancer Care has seen growth in programs and expanded a formal Patient Navigator Program with nurses to lead patients every step of the way. Experts from Meridian CyberKnife Center at Riverview Medical Center have treated more than 1,200 patients, making it the first and the largest CyberKnife program in the region. As a painless non-invasive robotic radiosurgery system, CyberKnife treats benign and malignant tumors as well as other medical conditions. Plus, as the first and only System Partner of the Cancer Institue of New Jersey (CINJ), Meridian Cancer Care has expanded its partnership to grow research and education initiatives. Meridian CardioVascular Network ------------------------------- Meridian CardioVascular Network provides the most comprehensive heart and vascular services in the region. Its an overarching umbrella coordinating all aspects of heart and vascular care from research and education to diagnosis and treatment to rehabilitation and post-hospital care. In 2011, Meridian CardioVascular Network thrived in research advancements, surgical innovations, and clinical trials. Our experts were the first in the region to offer groundbreaking procedures to implant life-saving devices, including the AngelMed Guardian cardiac monitor and alert system device that alerts if a heart attack is imminent, and the Abiomeds Impella 2.5 heart pump to assist critically ill heart patients. Meridians Congenital Heart program also expanded in 2011 to address the needs of adults living with congenital heart defects. Today, Meridian CardioVascular Network can manage the health of congenital heart patients from birth through adulthood. Meridian Neuroscience --------------------- Life can change in a moment. Specialists in Meridian Neuroscience have developed programs to diagnose and treat a range of conditions from stroke to epilepsy, brain tumors to spine injuries, and movement and memory disorders. Meridian has partnered with NFL Hall of Famer Harry Carson to tackle stroke. As the spokesperson for Meridian Neuroscience, Harry promotes stroke awareness and education to our diverse communities and educates young athletes and coaches on the risks of concussions. Meridian was also pleased to welcome Noelle McNeil as Community Ambassador. As a survivor of a traumatic brain injury she takes the time to meet with families throughout Meridian who have a loved one affected by a brain injury, offering them hope and encouragement. You can read more about Noelle at www.noellesdefiningmoments.com. Meridian Neuroscience physicians performed life-changing surgeries for patients with Parkinsons, herniated discs and lumbar spinal stenosis. Meridian Pediatric Network -------------------------- Meridian is continuously addressing and meeting the needs of our youngest patients. From educating students on healthy choices with Doctor Bernards Pawsitive Action Team to expanding the capacity of K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center, Meridian Pediatric Network is providing access to more than 100 pediatric specialists and the full continuum of care for children in Monmouth and Ocean counties. With the opening of the Pediatric Care Center at Bayshore Community Hospital and Southern Ocean Medical Centers planned opening in late 2012, Meridian Pediatric Network extends its touch points providing seamless and coordinated care to families throughout the region. In 2011, Meridians Community Health Needs Assessment survey has once again highlighted asthma as an issue in our communities. That is why Meridian Pediatric Network has been active in educating parents and children about asthma. In the past three years, Hopscotch's Healthy You program has reached grade school students in Neptune, Red Bank and Brick approximately 1,000 children. Meridian is engaging with moms, too. From their maternity experience at our hospitals to their childrens development, moms are logging on to MeridianMomtourage.com, an online destination providing local moms with resources from our physician experts, tips from local Mom bloggers, and an online community of mothers who are sharing and connecting with Meridian Health in a new way. Youll also find Christie Rampone, Olympic gold medalist and spokesperson for K. Hovnanian Childrens Hospital, on Meridian Momtourage talking about her journey as a mom and a pro- athlete. COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Jersey Shore University Medical Center -------------------------------------- Training the Physicians of Tomorrow ----------------------------------- The academic programs at Jersey Shore University Medical Center had outstanding achievements related to quality in 2011. All of our sponsored graduate medical education programs received maximum accreditation by their respective accrediting agencies. Currently, there are 96 residents that are part of our core training programs of Internal Medicine, Pediatrics, and Obstetrics and Gynecology. Our continuing medical education program was re-accredited by the Medical Society of New Jersey for four years. Finally, a new residency program was established in Clinical Pharmacy, and will provide a pipeline of new providers to Meridian Health. Cardiovascular Network Treatment and Technology ----------------------------------------------- Jersey Shore currently has one of the regions most complete and coordinated heart and cardiovascular care programs. From lifesaving angioplasty to one of the states largest cardiac surgery centers to vascular labs and a leading Heart Rhythm Center, our experienced heart and vascular experts offer options others simply cant. In 2011, Jersey Shore performed 780 cardiac surgeries the most in the region. Our team treats not only traditional open-heart surgery cases, but also provides new therapies like the Edwards SAPIEN Valve, for high-risk patients with limited surgical options, and the Impella - the worlds smallest heart pump. Openings Abound! ---------------- Even after one hundred years, Jersey Shore continues to evolve to meet the growing needs of the community. Throughout 2011, Jersey Shore celebrated the opening of several new and enhanced services and facilities. - The Meridian Transfer Center at Jersey Shore offers a streamlined patient transfer process for providers from other hospitals and referring facilities. Supported by a centralized team of nurses and an Alert Ambulance dispatcher, the transfer center coordinates all the logistics required to transfer a patient in one phone call, including the transmission of electronic medical records. - The Center for Wound Healing opened at Jersey Shore, offering the most advanced care in wound healing, including hyperbaric oxygen therapy. The Center is led by an integrated panel of health care providers including physicians, podiatrists and nurse practitioners. - A new Inpatient Dialysis Unit now offers 11 treatment stations, providing more patient comforts and advanced technology. - Meridian Rehabilitation at Neptune is dedicated to improving the quality of life for those facing challenges due to injury or illness. A health care team works closely with patients, families, and physicians to create an individualized treatment plan, and helps patients through the recovery process. The center offers a specialized pediatric rehabilitation program through K. Hovnanian Children's Hospital. Jersey Shore Receives National Achievement Award from The American College of Surgeons ----------------------------------------------------------------------- The Commission on Cancer (CoC) of the American College of Surgeons granted its Outstanding Achievement Award to Jersey Shore. The CoC Outstanding Achievement Award (OAA) recognizes cancer programs that strive for excellence in providing quality care to cancer patients and is granted to only 106 programs in the nation. Clinical Decision Unit: An Innovative Approach to Patient Care Most patients who come to an Emergency Department are treated and released; some clearly require hospitalization. For a small number of patients the decision is less clear. To handle these patients in the safest, most efficient manner, Jersey Shore has established a Clinical Decision Unit. Here specially trained nurses work closely with physicians to resolve clinical problems or clarify the need for admission. Growing with Our Children ------------------------- With a 40% increase in pediatric acute care cases, weve expanded K. Hovnanian Childrens Hospital by adding a second acute care pediatric unit, which provides an additional 14 private rooms, increasing the total pediatric acute care capacity to 44 beds and the number of private pediatric beds from 6 to 20. The area features a new playroom, family area and procedure room. In addition, a new 25,000 square foot Pediatric Specialty Care Center serves as a consolidated outpatient center for Meridian Pediatric Associates. The comfortable and modern space includes seven clinical suites and 40 exam rooms for faculity in 12 specialties, including dentistry, endocrinology, gastroenterology, hematology/oncology, infant apnea, infectious disease, nephrology, neurology, pulmonology, sports medicine, child evaluation, and child protection services. With the additions of the second acute care pediatric unit, and the Pediatric Specialty Care Center, K. Hovnanian Childrens Hospital is one of the largest pediatric programs in the state. Partnering with a Community for Better Health --------------------------------------------- K. Hovnanian Childrens Hospital recently celebrated the second anniversary of The Wellness Center at Midtown Community School, an onsite medical facility that provides preventive health care services for students. The Wellness Center, a concept resulting from an innovative partnership between the Childrens Hospital and the Neptune school district, has been well received in the community. COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Orthopedic Excellence --------------------- Ocean Medical Centers orthopedic services expanded with a new Sports Injury Care Program organized out of the Ocean Care Center in Point Pleasant. Patients seen in the Ocean Care Center for a sports injury can experience the seamless benefit of receiving a priority appointment with a sports medicine fellowship trained orthopedic specialist within 48 hours of their emergency visit. Improving the Patient Experience -------------------------------- Ocean Medical Center has always been focused on patient satisfaction, but 2011 took things to a new level. Building upon historical success, new initiatives were introduced to advance patient care and drive growth. For example, Ocean Medical Center was the first hospital in the country to launch Care Calls, an innovative way to leverage modern communication technology and respond to guest concerns. By receiving a text or voice message, managers can respond to patient or family concerns while they are still in the hospital and remedy a situation on the spot. Paired with focused efforts like welcome ambassadors in the emergency department and same day surgery, patient satisfaction scores have shown a positive improvement trend. Excellence in Womens Health ---------------------------- Offering the finest resources to the members of our community is a priority at Ocean Medical Center, especially when it comes to womens health. This was apparent when the medical center recruited a fellowship trained breast surgical oncologist. The medical center has maintained an equally diligent focus on providing exceptional services that play a pivotal role in the prevention and detection of breast cancer. In fact, the Womens Imaging Pavilion at Ocean Medical Center was designated a Breast Imaging Center of Excellence by the American College of Radiology (ACR) in 2011. This acknowledges the high practice standards in image quality, personnel qualifications, facility equipment, quality control procedures, and quality assurance programs. Overall, 37 new physicians joined Oceans medical staff in the past year. These new physicians fill a clear need within the community and bring expertise in areas such as internal and family medicine, geriatrics, ob/gyn, pediatrics, colorectal surgery, general surgery, nephrology and orthopedics. Several of these physicians specialize in cancer care and are accelerating the oncology program development at Ocean Medical Center. Groundbreaking Milestone Brings New Emergency Department Closer to Reality Months of planning reached a milestone as Southern Ocean Medical Center broke ground for its new emergency department on October 25. Meridian and Southern Ocean Medical Center leaders donned hard hats and lifted shovels to officially kick off the construction of the $20 million dollar expansion project - the largest building project in the history of the Medical Center. The new facility when completed in 2013 will more than triple the size of Southern Oceans current emergency department. In addition to extensive renovations in the existing space, the emergency department will grow from 8,800 square feet to 29,000 square feet. The new design features 42 larger private bays as well as expanded triage and fast track areas. Space has been designed just for behavioral health patients that will be discreet, separate, and secure. In addition, a five-bed pediatric care center will provide top-quality care for pediatric emergencies and for children recovering from surgery, as well as routine medical issues. This dramatic expansion and renovation project will transform the way emergency care is delivered in southern Ocean County. Advancing Technology to Improve the Patient Experience ------------------------------------------------------ Southern Ocean Medical Center installed a new state-of-the-art MRI system in 2011. The Signa whole body imaging MRI system is a high-performance machine with advanced applications, which include shorter scan time. This advanced technology provides physicians with more information, more quickly, which translates to more comfort and convenience for patients. Southern Ocean Medical Center Finds Its NICHE --------------------------------------------- Southern Ocean Medical Center was designated a NICHE site for the second year in a row. NICHE stands for Nurses Improving Care for Health System Elders and the program is run by the Hartford Institute for Geriatric Nursing, New York University College of Nursing. This prestigious designation is given to hospitals that demonstrate dedication to improving the quality of care we provide to geriatric patients. Nurses are caring every day for geriatric patients who often have multiple health challenges. The geriatric expertise they offer patients is invaluable. Meridian Health Nursing Homes Are Seeing Stars ---------------------------------------------- For the second year in a row, Meridian Healths Holmdel, Shrewsbury, and Ocean Grove sub-acute rehabilitation and skilled nursing facilities received a 5-star ranking in the U.S. News & World Report annual Best Nursing Homes ratings. U.S. News recognizes top rated nursing homes in all 50 states and offers important guidance to families and healthcare providers caring for people in need of a home. Rehabilitation Certified Again ------------------------------ In 2011, Meridian Sub-Acute Rehabilitation at Wall was re-accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF). This accreditation signifies the facility has met the rigorous CARF standards for providing top-quality services and the best rehabilitation care. Meridian At Home: Elite to the Fourth Degree -------------------------------------------- In 2011, Meridian At Home was named for the fourth consecutive year to the HomeCare Elite [tm] listing, ranking them as part of the top 25 percent of agencies in the nation. The listing is developed annually by a nationally recognized home care organization and is based on a market-leading review of agencies across the country. The three factors that determine an agencys status include quality of care, quality improvement, and Financial performance. Meridian Health Affiliated Foundations -------------------------------------- Meridian Health Affiliated Foundations received nearly $13 million in contributions and more than $1 million in grants during 2011, and was distinguished as one of 20 healthcare system foundations throughout the country as a high performer by the Association of Healthcare Philanthropy. In addition, Friends of the Foundation, Meridian Healths most prestigious donor giving circle, launched at all 5 campuses, recognizing our most prominent donors when they are in our facilities. Because of our generous donors, we are able to invest in new programs, facilities and technologies, such as: - Cardiology programs and services at Jersey Shore University Medical Center - New surgical suites at Riverview Medical Center - Advanced urology equipment at Ocean Medical Center - A Pediatric Emergency Department at K. Hovananian Children's Hospital - Emergency Department expansion project at Southern Ocean Medical Center MERIDIAN'S 2011 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER 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. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. DISCLOSURE INFORMATION CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING: - HEALTH INNOVATIONS UNLIMITED, INC.; 11 VOTING, 7 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 16 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 16 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 25 VOTING, 21 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 9 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 11 VOTING, 6 INDEPENDENT; - MERIDIAN NURSING AND REHABILITATION, INC.; 6 VOTING, 3 INDEPENDENT; - MERIDIAN PRACTICE INSTITUTE, INC.; 11 VOTING, 2 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 16 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 30 VOTING; 25 INDEPENDENT; - SOCH PROPERTIES, INC.; 11 VOTING, 9 INDEPENDENT. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN GANTNER, JOHN K. LLOYD, FACHE and Norman Buttaci - BUSINESS RELATIONSHIP DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") AND SOCH PROPERTIES, INC. MHS 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. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. MERIDIAN HEALTH REALTY CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF SOCH PROPERTIES, INC.'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN SOCH PROPERTIES, INC.'S BYLAWS. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF MERIDIAN HEALTH, THE PARENT ORGANIZATION OF THE SUBORDINATES, AND MERIDIAN HOSPITALS CORPORATION ("MHC") PRIOR TO FILING. THE PROCESS FOR REVIEWING THE FORM 990 IS AS FOLLOWS: MERIDIAN HEALTH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTHCARE AND NOT FOR PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO Review AND FILE THE FORM 990. Meridian PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVIewed BY THE CPA FIRM AND PRESENTED TO THE GOVERNING BODY'S COMPLIANCE AND AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE GOVERNING BODY. AFTER THE COMPLIANCE AND AUDIT COMMITTEE MEETING, ANY SUGGESTED REVISIONS TO THE FORM 990 WERE MADE, AND THE REVISED FORM 990, IN FINAL FORM, WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 MERIDIAN HEALTH, THE PARENT ORGANIZATION, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF THE SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'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 SYSTEM'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL FOR REVIEW. THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE SYSTEM'S EXECUTIVE COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE SENIOR VICE PRESIDENT AND 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. DISCLOSURE INFORMATION CORE FORM 990; PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE SYSTEM'S PARENT ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THE PARENT ORGANIZATION 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 EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTHCARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, 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 PRESIDENT 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 HEALTHCARE ORGANIZATIONS, AND RECEIVES 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 ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTHCARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY 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 APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATIONS ARE PART OF MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ORGANIZATIONS INCLUDED IN THIS GROUP RETURN 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 ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. EACH 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 ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. RELATED HOURS DISCLOSURE CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATIONS included in this group return are PART OF MERIDIAN HEALTH System; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR Key Employees LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH more than one ORGANIZATION WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990 REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR all of the ORGANIZATIONs included on this return. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY three to five HOURs PER WEEK. THE HOURS REFLECTED ON PART VII OF THIS FORM 990 FOR PAID OFFICERS AND KEY EMPLOYEES REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF MERIDIAN HEALTH; NOT SOLELY THe ORGANIZATIONs included in this return. COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, JOHN K. LLOYD, FACHE, JOHN GANTER AND MARC H. LORY, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ENTITY INCLUDED IN THIS GROUP FORM 990; FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF CERTAIN AFFILIATES WITHIN THE MERIDIAN HEALTH SYSTEM BUT DOES NOT INCLUDE ALL OF THE RELATED ORGANIZATIONS. OTHER CHANGES IN NET ASSETS CORE FORM, PART XI; QUESTION 5 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - EQUITY TRANSFER TO MERIDIAN HOSPITALS CORPORATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $7,390,145; - CHANGE IN NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS - ($40,545,826); - OTHER CHANGES IN BENEFITS AND PLAN ASSETS - ($17,231,065); - CHANGE IN VALUE OF CASH FLOW HEDGE INSTRUMENT - $393,805; - LOSS ON EXTINGUISHMENT OF DEBT - ($6,069,794); AND - OTHER CHANGES IN NET ASSETS - ($63,592). AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ACCORDINGLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY, INCLUDING THOSE ENTITIES INCLUDED IN THIS FORM 990. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. AND ITS CONTROLLED AFFILIATE HEALTH INNOVATIONS UNLIMITED, INC. FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. PARENTE RANDOLPH, L.L.C. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDITS OUTLINED HEREIN WITH RESPECT TO THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990, AND THE SELECTION OF AN INDEPENDENT AUDITOR. BOARD OF TRUSTEES PART VII PART VII INCLUDES, AS OF DECEMBER 31, 2011, 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 MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED BY BOARD. PLEASE NOTE THAT NO INDIVIDUAL IS LISTED MORE THAN ONCE ON PART VII. OUTLINED BELOW IS A SUMMARY OF EACH FULL BOARD OF TRUSTEES BY ORGANIZATION [* indicates the member serves on more than one board reported on this group return BUT, AS OUTLINED ABOVE, IS ONLY INCLUDED ONCE IN PART VII]: Meridian Hospitals Corporation ------------------------------ -Alfred Schiavetti -Anthony T. Scardella, MD -Frank Sharp, MD -Gregg Azcuy -Jeffrey Hager, DO -John J. Flynn * -John K. Lloyd * -John Rose, MD -Joseph Mancini * -K. George Younan, MD -Leonard Zawodniak, MD -Marc H. Lory (President, MHC)* -Meredyth Armitage (Secretary)* -Norman V. Buttaci -Peter Reinhart, Esq. (Chairperson) -Peter S. Falvo, Jr., Esq. * -Richard A. Amdur, Esq. -Roger Thompson, MD -Salvatore Inciardi (Assistant Secretary)* -Serena DiMaso, Esq. * -Steven Koerner, DO -Thomas J. Kononowitz (Vice Chairperson)* -William Lawless, PhD Meridian Nursing & Rehabilitation --------------------------------- -Brian Roper, MD -Edward R. McGlynn, Esq. (Vice Chairperson)* -Fern Esposito -John Gantner (President)* -Marc H. Lory (Secretary; Treasurer)* -Salvatore Inciardi (Assistant Secretary)* -William Himelman, Esq. (Chairperson)* Meridian Home Care Services --------------------------- -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John Gantner (President)* -John K. Lloyd * -Marc H. Lory * -Maris Lown * -Meredyth Armitage (Treasurer)* -Peter Raben (Chairperson)* -Robert R. Stohrer * -Salvatore Inciardi (Vice President & Secretary; Assistant Secretary)* Health Innovations Unlimited ---------------------------- -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John Gantner (President)* -John K. Lloyd * -Marc H. Lory * -Maris Lown * -Meredyth Armitage (Treasurer)* -Peter Raben (Chairperson)* -Robert R. Stohrer * -Salvatore Inciardi (Vice President & Secretary; Assistant Secretary)* Meridian Health Foundation -------------------------- -Barbara Ganz -Carol Stillwell * -David L. Flood (President)* -Deborah Mathis * -Domenic M. DiPiero III (Vice Chairperson)* -Eric M. Kirsch, CFA * -Ernest A. Scherler (Chairperson)* -Holly R. Hubbell * -John J. Flynn (Secretary)* -John K. Lloyd * -Karen T. O'Hare * -Kristen S. Bunnell * -Lucy K. H. Kalian * -Marion A. Hergert * -Moon Choo -Nancy Seidenstein -Richard A. Goldman * -Richard J. Lane * -Robert D. Broege, Esq. -Serena DiMaso, Esq. * -Thomas J. Gravina * -Thomas J. Kononowitz (Treasurer) * -Vincent J. Puma * -Wendell Smith, Esq. -William W. Wingard * Jersey Shore University Medical Center Foundation ------------------------------------------------- -Anita Roselle -Barbara Brager -David L. Flood (President)* -Eric M. Kirsch, CFA (Treasurer)* -J. Scott Ferguson -Joanne Falcone -John A. Giunco, Jr., Esq. * -John K. Lloyd * -Karen A. Goldblatt -Peter Cancro -Philip L. Perricone -Richard M. Neibart, MD -Salvatore Pappalardo -Stephan C. Lowy -Steven G. Littleson * -T. Burt Barham -Thomas J. Kononowitz (Chairperson)* -Vincent J. Puma (Vice Chairperson)* -William C. Black -William W. Wingard (Secretary)* Riverview Medical Center Foundation ----------------------------------- -Carol Stillwell * -David L. Flood (President)* -Domenic M. DiPiero III (Chairperson)* -Edward J. McKenna, Jr. -Elizabeth Moody Schmalz Ferguson -John K. Lloyd * -Joseph Albertelli -Kristen S. Bunnell (Treasurer)* -Lawrence W. Sykoff, EdD -Lore Macdonald; -Lucy K. H. Kalian (Secretary)* -Margaret S. Riker -Michael Oster -Mindy M. Minerva -Peter T. Roselle -Phillipa G. Woodriffe, MD -Richard D. Donovan -Robert S. Jones, Jr -Thomas J. Gravina (Vice Chairperson)* -Timothy J. Hogan Ocean Medical Center Foundation ------------------------------- -Christian T. Koerner, MST, CPA, ABV -Dale Wegener -David L. Flood (President)* -Dean Lin -Edward J. Dimon, Esq. -Elizabeth A. Kelly -Ernest A. Scherler (Chairperson)* -Holly R. Hubbell (Secretary)* -James A. Clarke, MD -James A. Urner -John K. Lloyd * -Joseph Introna -Karen T. O'Hare (Treasurer)* -Kevin L. Buckelew -Leslie H. Bird -Nina Anuario -Richard A. Goldman (Vice Chairperson)* -Robert A. Monaco, MD -Robert B. O'Brien, Jr. -Thomas J. Sexton -Vincent J. Vivona, DO, JD, FACP Southern Ocean Medical Center Foundation ---------------------------------------- -Albert Schwind -Angela Ominski -Anne Nachman -Arthur Barron -David L. Flood (President)* -David M. Nilsen -Deborah Mathis (Treasurer)* -Dorothy Ryan (2nd Vice Chairperson) -Fred Duffy -Jean Flesche -Joan M. Hart -John J. Flynn (Chairperson)* -John K. Lloyd * -Joseph Lattanzi, MD -Joseph Mancini * -Joseph P. Coyle -Joseph T. O'Donnell -Judy Brophy -Marion A. Hergert (Secretary)* -Matthew Schwing -Michael Aaron, DO -Michael Bleiman, MD -Peter S. Goldman -Richard J. Lane (1st Vice Chairperson)* -Rita Bonin -Robert J. Simmons -Robert R. Stohrer * -Thomas J. Dolan -Timothy G. Dolan -Yvonne Zaun Meridian Practice Institute --------------------------- -Alan Cabasso, MD (Secretary) -Barry Weshnak * -Carl M. Marchetti, MD (President) -David Kountz, MD -Elliot Frank, MD -Jerome Vernick, MD -Marc H. Lory (Vice Chairperson)* -Robert Palermo (Treasurer) -Salvatore Inciardi (Assistant Secretary)* -Steven G. Littleson * -Steven Kairys, MD -Thomas J. Kononowitz (Chairperson)* Meridian Health Realty ---------------------- -Barry Weshnak * -Christopher Carton (Treasurer) -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -John K. Lloyd (President)* -Kenneth Fitzsimmons, Esq. -Martin M. Barger, Esq. (Chairperson) -Maurice Meyer III -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary) -Salvatore Inciardi (Assistant Secretary) * -William Himelman, Esq. * SOCH Properties, Inc. --------------------- -Barry Weshnak * -Christopher Carton (Treasurer) -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -John K. Lloyd (President)* -Kenneth Fitzsimmons, Esq. -Martin M. Barger, Esq. (Chairperson) -Maurice Meyer III -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary) -Salvatore Inciardi (Assistant Secretary) * -William Himelman, Esq. * DISCLOSURE INFORMATION CORE FORM, PART IV, QUESTION 5 PLEASE NOTE THAT THE ORGANIZATIONS INCLUDED IN THIS GROUP RETURN ARE INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATIONS AND QUESTION 5 IS NOT APPLICABLE. SOCH PROPERTIES 1 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 331035243 REAL ESTATE NJ 940430 3728995 SOCH PROP SOCH PROPERTIES 3 CLOCK BLD LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 510538953 REAL ESTATE NJ 206976 1671984 SOCH PROP SOCH PROPERTIES 2 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 260838981 REAL ESTATE NJ 0 0 SOCH PROP MERIDIAN HEALTH SYSTEM INC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223474145 HEALTH SVCS. NJ 501(c)(3) 509(A)(3) NA false MERIDIAN SURGICAL ASSOCIATES PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 061755228 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN PEDIATRIC ASSOCIATES PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 061755230 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN MEDICAL ASSOCIATES PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 061755233 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false NORTHERN OCEAN CTY MEDICAL ASSOC PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 141981653 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false NORTHERN MONMOUTH CTY MED ASSOC PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 141981647 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN TRAUMA ASSOCIATES PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 141981651 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN OBST & GYN ASSOCIATES PC 1945 STATE ROUTE 33 NEPTUNE NJ 07753 061755239 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN PEDIATRIC SURGICAL ASSOC PC 1200 JUMPING BROOK ROAD BLDG 5 S NEPTUNE NJ 07753 770720131 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false SHORE REHABILITATION INSTITUTE INC 425 JACK MARTIN BLVD BRICK NJ 08724 223274755 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MHC true BAYSHORE COMMUNITY HOSPITAL 727 NO BEERS ST HOLMDEL NJ 07733 210744668 HEALTH SVCS. NJ 501(c)(3) 509(A)(1) MHC true BAYSHORE COMMUNITY HOSPITAL FOUNDATION 727 NO BEERS ST HOLMDEL NJ 07733 222367109 FUNDRAISING NJ 501(c)(3) 509(A)(1) MH SYSTEM false BAYSHORE HEALTH CARE CENTER INC 715 NO BEERS ST HOLMDEL NJ 07733 222715789 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MN&R true SOMC MEDICAL GROUP PC 1140 RT 72 WEST MANAHAWKIN NJ 08050 271412183 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false MERIDIAN OCCUPATIONAL HEALTH PC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 272377326 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM false COASTAL CO-OP OF NJ 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223603146 PURCHASING NJ MHC false 0 false ASSISTED LIVING AT COLTS NECK INC 3349 HIGHWAY 138 BLDG C SUITE A WALL NJ 07719 222567119 HEALTHCARE SRVC NJ NA C CORP. MERIDIAN HEALTH MANAGEMENT INC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 222519699 HEALTHCARE SRVC NJ NA C CORP. MERIDIAN HEALTHWARES BRICK 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223571926 HEALTHCARE SRVC NJ NA C CORP. MERIDIAN HEALTHWARES WEST LONG BRANCH 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223571931 HEALTHCARE SRVC NJ NA C CORP. COASTAL MEDICAL INSURANCE LTD 44 CHURCH STREET 3RD FLOOR HAMILTON BERMUDA BD HA 12 980166769 FINANCIAL VEHICLE BD NA FOREIGN CORP. COMPASS HEALTHCARE INC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 223357958 HEALTHCARE SRVC NJ N/A C CORP. BAYSHORE HEALTHCARE MANAGEMENT CORP 727 NO BEERS ST HOLMDEL NJ 07733 222550716 HEALTHCARE SRVC NJ N/A C CORP. HCMC INC PO BOX 176 HOLMDEL NJ 07733 222620595 HEALTHCARE SRVC NJ N/A C CORP. BAYSHORE CENTER FOR REHAB & PHYS THERAPY 1 BETHANY ROAD SUITE 43 HAZLET NJ 07730 223116637 INACTIVE NJ N/A C CORP. false false true false false false false false true false true true false true false true false false BAYSHORE COMMUNITY HOSPITAL P 3723344 COST Bayshore Health Care Center P 426775 COST ORGANIZATIONS INCLUDED IN GROUP EXEMPTION SCHEDULE R; GROUP EXEMPTION OUTLINED BELOW IS A LIST OF ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. - MERIDIAN HOSPITALS CORPORATION (FEID: 22-3471515) - HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) - OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) - MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) - MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) - MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) - MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235) - RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099) - SOCH PROPERTIES, INC. (FEID: 22-3846197)