2013-11-15T09:15:23-06:00 2012-12-31 WITHUM SMITH BROWN PC 465 SOUTH STREET SUITE 200 MORRISTOWN NJ 07960 990 2012-01-01 010649794 MERIDIAN HEALTH SYSTEM INC - SUBORDINATES % JOHN GANTNER MERI 7327517500 1350 CAMPUS PARKWAY Suite NEPTUNE NJ 07753 JOHN GANTNER 9738989494 2013-11-11 true 9738989494 2012 2016-03-07 17:11:31Z JOHN K LLOYD FACHE 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 1633876800 true true 3827 X www.meridianhealth.com X 1997 NJ THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTH CARE SERVICES. 23 14 10308 2800 2949699 267069 19008671 32761573 1376929883 1566459263 16782008 15286100 9577215 10000551 1422297777 1624507487 584125 1060023 0 0 639511480 746363256 566986 277500 23961461 692720524 802311775 1333383115 1550012554 88914662 74494933 1979021110 2046341207 1149127804 1172257536 829893306 874083671 X THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTH CARE SERVICES DELIVERED IN HOSPITAL, COMMUNITY AND IN-HOME SETTINGS, AND TO ADVANCING MEDICINE THROUGH CLINICAL EDUCATION AND RESEARCH. 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 185029000 0 199790000 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. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 120759000 0 121608000 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ONCOLOGY 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 40,168 ONCOLOGY CASES FOR A TOTAL OF 18,925 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 106282000 0 106417000 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ORTHOPEDIC/REHABILITATION 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 16,689 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 27,331 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 852688517 1060023 1139645192 1264758517 true true false true false false false false false true true false true false true true false true false false true false false true true false true true true true true true false false false false false false true true true true true false false false true true true true false false true 1137 10 true 10308 true true true false false false false true true false false false false X 23 14 true false false false true true true true true false false true true true true true true true true true true NJ X JOHN GANTNER 7327517500 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 X Peter Reinhart Esq 3.0 X X 0 0 0 Thomas J Kononowitz 9.0 X X 0 0 0 Meredyth Armitage 9.0 X X 0 0 0 Alfred J Schiavetti Jr 3.0 X X 0 0 0 Marc H Lory 60.0 X X 744497 0 120152 Richard A Amdur Esq 3.0 X X 0 0 0 John D Gumina MD 3.0 X 0 0 0 Gregg Azcuy 3.0 X 0 0 0 Peter S Falvo Jr Esq 9.0 X 0 0 0 Douglas W Chudzik MD 3.0 X 0 0 0 Anthony T Scardella MD 3.0 X 0 0 0 John J Flynn 9.0 X 0 0 0 Joseph Mancini 6.0 X 0 0 0 William Lawless PhD 3.0 X 0 0 0 Serena DiMaso Esq 9.0 X 0 0 0 Jeffrey Hager DO 3.0 X 26667 0 0 John K Lloyd 60.0 X X 1649901 0 615065 Norman V Buttaci 3.0 X 0 0 0 Frank Sharp MD 3.0 X 36027 0 0 Roger Thompson MD 3.0 X 33240 0 0 Raymond M Masterson MD 3.0 X 0 0 0 Joseph P Lattanzi MD 6.0 X 49407 0 0 K George Younan MD 3.0 X 21590 0 0 Martin M Barger Esq 6.0 X X 0 0 0 Ronald Schrader 6.0 X X 0 0 0 Christopher Carton 6.0 X X 0 0 0 Edward R McGlynn Esq 12.0 X 0 0 0 Maurice Meyer III 6.0 X 0 0 0 Barry Weshnak 9.0 X 0 0 0 John A Giunco Jr Esq 9.0 X 0 0 0 Kenneth Fitzsimmons Esq 6.0 X 0 0 0 William Himelman Esq 12.0 X 0 0 0 Peter Raben 6.0 X X 0 0 0 John Gantner 60.0 X X 910126 0 310248 Salvatore Inciardi 55.0 X X 639766 0 88172 Janice Sweeney 6.0 X 0 0 0 Bernard Natelson 6.0 X 0 0 0 Maris Lown 6.0 X 0 0 0 Georgina E Petillo 6.0 X 0 0 0 Robert Stohrer 9.0 X 0 0 0 Fern Esposito 9.0 X X 0 0 0 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377485 0 31018 Edward J Dimon Esq 3.0 X 0 0 0 Holly R Hubbell 3.0 X 0 0 0 Robert A Monaco MD 3.0 X 0 0 0 Vincent J Vivona DO JD FACP 3.0 X 15406 0 0 Dean Q Lin 55.0 X 482986 0 53818 Joseph Albertelli 3.0 X 0 0 0 Peter T Roselle 3.0 X 0 0 0 Elizabeth M Schmalz Ferguson 3.0 X 0 0 0 William J Marraccini 3.0 X 0 0 0 Nancy Mulheren 3.0 X 0 0 0 Margaret S Riker 3.0 X 0 0 0 Howard M Ross MD 3.0 X 0 0 0 Richard J Saker 3.0 X 0 0 0 Steven M Scopellite 3.0 X 0 0 0 Lore Macdonald 3.0 X 0 0 0 Edward J McKenna Jr 3.0 X 0 0 0 Lawrence W Sykoff EdD 3.0 X 0 0 0 Phillipa G Woodriffe MD 3.0 X 0 0 0 Joseph T ODonnell 3.0 X X 0 0 0 Michael Aaron DO 3.0 X 990 0 0 Peter S Goldman 3.0 X 0 0 0 Robert J Simmons 3.0 X 0 0 0 Michael Bleiman MD 3.0 X 95117 286913 20045 Joan M Hart 3.0 X 0 0 0 Marion A Hergert 3.0 X 0 0 0 David M Nilsen 3.0 X 0 0 0 Angela Ominski 3.0 X 0 0 0 Joseph P Coyle 55.0 X 706832 0 200201 Suzette Whiting 3.0 X 0 0 0 Judy Brophy 3.0 X 0 0 0 Vicki Malone 3.0 X 0 0 0 Barbara Schmidt 3.0 X 0 0 0 Ann Gavzy 55.0 X 532593 0 120020 Richard Scott 55.0 X 514049 0 85946 Rebecca Weber 55.0 X 564384 0 88994 Frank Goldstein 50.0 X 447305 0 53959 Kim Carpenter 50.0 X 385994 0 51435 Richard Hader 55.0 X 365105 0 55813 James Molloy 50.0 X 343973 0 56162 David Boss 50.0 X 350925 0 37604 Michelle Mendelson 50.0 X 286270 0 52069 Christine Scott 50.0 X 279086 0 27865 Richard Hand 50.0 X 347200 0 63392 Sherrie String 55.0 X 427548 0 45735 Kevin Bryant 50.0 X 212729 0 23790 Josepth Reichman 50.0 X 379875 0 24349 Ramon Solhkhah 50.0 X 346104 0 10193 Margaret Quinn 50.0 X 336928 0 55074 Terry Manna 50.0 X 330680 0 44512 Anthony Cava 50.0 X 323758 0 45984 Elwood Joseph Hummel 0.0 X 234161 0 26402 15940760 2394862 3162754 994 true true false UMDNJ PO BOX 2685 LIBERTY PLAZA NEW BRUNSWICK NJ 089032685 MEDICAL 6799594 EMERACUTE CARE MEDICAL CO-NE INC 440 STEVENS AVE SUITE 150 SOLANA BEACH CA 92075 MEDICAL 7483986 QUALCARE INC 30 Knightsbridge Rd PISCATAWAY NJ 08854 CLAIMS ADMIN. 4105238 STORANDT PANN MARGOLIS 15 W HARRIS AVE STE 300 LA GRANGE IL 60525 ADVERTISING 4086973 TORCON 328 Newman Springs ROAD RED BANK NJ 07701 CONSTRUCTION 8868649 176 X 1473686 3178310 6086577 22023000 66859 32761573 NET PATIENT SERVICE REVENUE 541900 1445165543 1445165543 OTHER HEALTHCARE RELATED REVENUE 541900 19325966 17367071 1958895 MH REALTY PROGRAM SERVICE REVENUE 541900 16715015 16715015 PHARMACY REVENUE 900099 17627925 17627925 LABORATORY REVENUE 621500 4241632 4241632 63383182 63370682 12500 1566459263 14905570 2075 14903495 0 4285 4285 4292597 1456067 2836530 0 2836530 20550 -14874 2830854 6616020 707742 6345436 597796 270584 109946 380530 380530 970014 1473686 970014 0 0 0 DAY CARE 624410 1696754 623168 1073586 CAFETERIA 722514 2189513 2189513 MANAGEMENT FEE INCOME 900099 704825 366997 337828 2568644 15513 2553131 7159736 1624507487 1564510493 2949699 24285722 489073 489073 570950 570950 0 0 16075898 14468308 1607590 0 0 584939280 490356540 92197843 2384897 32944214 26507121 6437093 71723121 55157710 16267768 297643 40680743 30148347 10361608 170788 3112000 3112000 3155813 56 3155757 559056 -13063 572119 534345 534345 277500 277500 0 80873322 77027400 3845922 11126645 235002 10891643 155005457 151567693 3412485 25279 4296155 991990 3304165 3360753 1106931 2253822 43216242 10790532 32188088 237622 2101722 1232647 826629 42446 0 1675789 810740 853687 11362 35202655 28487865 6714790 20001942 4533518 9112222 6356202 66324772 53378354 12864758 81660 25635562 20762624 4809865 63073 MEDICAL SUPPLIES 131762694 131762694 PROVISION FOR BAD DEBTS 82144950 78265485 2590975 1288490 CONSULTING & PROF. FEES 39548654 39513850 34804 PURCHASED SERVICES 27857488 16407579 10792521 657388 64815759 30198571 22584881 12032307 1550012554 1264758517 261292576 23961461 X 378430 12527150 213736693 214376753 10831736 16498055 132315192 143406541 0 0 0 0 14367448 5741840 20723804 23079602 6411185 13238746 1586370297 818250747 759573806 768119550 531076987 641944423 34032880 45738686 195253867 107258970 6081175 6391100 54237907 48019791 1979021110 2046341207 127075567 136311872 0 0 1463901 1448734 649010497 627570614 0 0 0 0 7111535 6118992 0 0 364466304 400807324 1149127804 1172257536 X 702873210 745134698 85964026 86734776 41056070 42214197 829893306 874083671 1979021110 2046341207 X 74494933 22404162 -1255511 -3581001 -47872218 X X false true X true true true X THE PUBLIC CHARITY STATUS REFLECTED ON SCHEDULE A, PART I 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 PUBLIC CHARITY STATUS FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: BAYSHORE COMMUNITY HOSPITAL; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; 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. SOCH PROPERTIES, INC.; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION. BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. BAYSHORE HEALTH CARE CENTER, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 534345 534345 534345 534345 1550659799 1586405655 1551194144 1586940000 1000000 1000000 250000 250000 1000000 1000000 1000000 1000000 4000000 6000000 429800 453530 484645 534345 1902320 250000 250000 250000 250000 1000000 1500000 40932000 561000 2754000 140000 44107000 39461000 1868000 -252000 145000 40932000 35346000 1630000 2613000 128000 39461000 31191000 550000 3763000 158000 35346000 39165000 531000 -6067000 2438000 31191000 0.52100 0.47900 true false 34271780 34271780 847355347 314719339 532636008 3915785 2610348 1305437 635136559 495458985 139677574 65690826 5462075 60228751 768119550 CHARITABLE GIFT ANNUITY 1338847 F INVESTMENT IN QUALCARE 2100000 F SHORE REHABILITATION INSTITUTE 2756961 F INVESTMENT IN MONOC 37149 F COASTAL COOPERATIVE, LLC 1031299 F BRICK MAB ASSOCIATES, LLC 366072 F REMAINDER TRUST RECEIVABLE 8167314 F INVESTMENT IN JFK AT HOME 5553098 F PERPETUAL TRUST 2470082 F PROPERTIES 9219755 F OF FOUNDATIONS 72812871 F BAYSHORE COMMUNITY HOSPITAL F BAYSHORE HEALTHCARE CTR INC F OTHER LIMITED USE ASSETS F NJ HEALTHCARE BOND F CHARITABLE REMAINDER TRUST 52793 F INVESTMENT IN DIALYSIS CENTER 502429 F INV IN HEALTH VILLAGE IMAGING 850300 F MUTUAL FUNDS - EQUITY F MUTUAL FUNDS - FIXED INCOME F CORPORATE EQUITY SECURITIES F 107258970 0 PARTY PAYORS 45293764 ACCRUED PENSION & RETIREMENT 93380263 OTHER HEALTHCARE BENEFITS 10368568 DUE TO RELATED PARTIES 5748148 RESIDENT DEPOSITS 393513 ACCRUED INTEREST PAYABLE 13182398 OTHER LONG-TERM LIABILITIES 106411190 RESTRICTED USE ASSETS 1315231 CHARITABLE GIFT ANNUITY 414029 CHARITABLE REMAINDER TRUST 15946 OTHER CURRENT LIABILITIES 35843767 FAIR VALUE OF DERIVATIVE INSTR 85218511 DUE TO MHAC 3158236 SECURITY DEPOSITS 63760 400807324 X ENDOWMENT FUNDS SCHEDULE D, PART V RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES. TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTE SCHEDULE D, PART X THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT 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 2012 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, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2012 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS 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, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2012 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS 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. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. true Central America and the Caribbean 0 0 Program Services FINANCIAL VEHICLE 15106650 Central America and the Caribbean Investments 4646000 0 0 0 0 19752650 19752650 false false false false false false PART IV, FOREIGN FORMS Meridian Health System, Inc. (EIN 22-3474145) is the sole shareholder of Meridian Hospitals Corporation (EIN 22-3471515) and Coastal Medical Insurance Limited (EIN 98-0166769). Pursuant to an alternative risk financing arrangement, Meridian Hospitals Corporation made payments to Coastal Medical Insurance Limited that did not qualify as insurance premiums for federal tax purposes. In accordance with federal tax principles, such payments were treated as constructive dividends by Meridian Hospitals Corporation to Meridian Health System, Inc. followed by constructive capital contributions by Meridian Health System, Inc. to Coastal Medical Insurance Limited under Code Section 351. X X X X X X X true COMMUNITY COUNSELING SVCLLC CAP. CPGN. 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PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS JERSEY SHORE OP BEHAVIORAL HEALTH

3535 RT 66M SUITE D PARKWAY 100 NEPTUNE NJ 07753

PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE MERIDIAN REHABILITATION AT FORKED RIVER

730 LACEY ROAD FORKED RIVER NJ 08731

PHYSICAL THERAPY CENTER FOR SLEEP DISORDERS

2446 CHURCH ROAD SUITE 3A TOMS RIVER NJ 08753

SLEEP LAB MERIDIAN REHAB AT LITTLE EGG HARBOR

279 MATHISTOWN ROAD LITTLE EGG HARBOR NJ 08087

PHYSICAL THERAPY/OCCUPATIONAL THERAPY TRANSITIONAL MEDICATION SERVICE

51 DAVIS AVENUE NEPTUNE NJ 07753

PSYCHIATRIC EVALUATION/ MEDICATION MANAGEMENT Shore Rehabilitation Institute

425 Jack Martin Blvd Brick NJ 08724

Rehabilitative Care Southern Ocean County Dialysis Clinic

1301 Rt 72 W Manahawkin NJ 08050

Dialysis Medical Services Health Village Imaging LLC

1301 Rt 72 W Manahawkin NJ 08050

Radiology Medical Services Child Eval & Learning Disabilities Ctr

81 Davis Ave Suite 4 Neptune NJ 07753

Autism & Children's Evaluation Center OCEAN MEDICAL CTRFAMILY HEALTH CTR

1608 RT 88 SUITE 207 BRICK NJ 08724

CLINIC 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 AND BAYSHORE COMMUNITY HOSPITAL [a subsidiary of Meridian Hospitals Corporation], ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990, PREPARE AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS MADE 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 2012 DEVOTED MORE THAN $111 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $29.2 MILLION ASSOCIATED WITH PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AND INCURRED MEDICARE SHORTFALL OF $9.8 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2012 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR BY 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 $71,537,607; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL ONLY. MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL USE 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. BAD DEBT EXPENSE SCHEDULE H, PART III, LINE 2 Accounts that reach the end of the self pay billing cycle without payments or financial assistance approval are transferred to bad debt. Uninsured patient charges are discounted 50%. Balances after insurance; such as deductibles, co-pays and coinsurance are not discounted. Schedule H, Part III, Line 3 Through the financial assistance program, all self pay patients are interviewed. The amount reflected on line 3 represents those that are not compliant with documentation requirements, non-eligible Medicaid programs, and those who cannot be contacted, such as the homeless or patients who give erroneous information. Patients non-eligible becasue they are over income limits are not included. The patients that fall into this category have no means of paying their bill. Schedule H, Part III, Line 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM the FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL, RECEIVE AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND its SUBSIDIARY, Bayshore Community Hospital. COLLECTABILITY 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 COLLECTABILITY 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 COLLECTABILITY 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 IT PROVIDES. 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 $1.2 BILLION OF TOTAL EXPENSES REPORTED FOR 2012 AND 2011 RESPECTIVELY, AN ESTIMATED COST OF $57,587,000 AND $53,908,000 FOR 2012 AND 2011 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. SECTION A, LINE 3. MEDICARE SHORTFALL SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE 2012 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 INDIVIDUALS 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). AMERICAN HOSPITALS ASSOCIATION "AHA" REPORT ON COMMUNITY BENEFIT - APRIL 2013 ------------------------------------------------------------------ Improving the health of their communities is at the heart of every hospitals mission. For two consecutive years, the American Hospital Association (AHA) has collected the community benefit information that tax-exempt hospitals file with the Internal Revenue Service (IRS) On Schedule H, and asked Ernst & Young to analyze and report on it. Schedule H forms were obtained directly from MORE THAN 900 hospitals AROUND THE NATION that filed them with IRS. Hospitals provide benefits to their communities in a multitude of ways. They not only provide financial assistance and absorb underpayments from means-tested government programs such as Medicaid, but also incur losses due to unreimbursed Medicare expenses and bad debt expenses that are attributable to charity care. In addition, they offer programs and activities to fund community health improvement programs, underwrite health professions education, conduct medical research, subsidize certain health services, and make cash and in-kind contributions to community groups. In 2010, 74 percent of participating hospitals and systems reported having Medicare shortfalls, which compares with 75 percent in 2009. Medicare reimbursement shortfalls occur when the Federal government reimburses the hospitals less than their costs for treating Medicare patients. Most hospitals described why their Medicare shortfall should be treated as community benefit: - They explained on their Schedule H forms that non-negotiable Medicare rates are sometimes out-of-line with the true costs of treating Medicare patients. - By continuing to treat patients eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The IRS recently acknowledged that lessening the government burden associated with providing Medicare benefits is a charitable purpose [IRS Notice 2011-20]. - Additionally, many hospitals pointed to IRS Rev. Rul. 69-545 in their explanation of Medicare shortfall as a community benefit. IRS Rev. Rul. 69-545 states that if a hospital serves patients with government health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. BOTH THE AHA AND THIS ORGANIZATION 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." - 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. - 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. 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. 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: - Current Accounts Receivable that reach the end of the self pay billing cycle without payment or financial assistance approval are transferred to bad debt. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - Reasonable efforts are made to determine Financial Assistance Program eligibility. This includes notification to the individual, written notice describing additional information/documentation required to complete a determination, including a plain-language summary of the Financial Assistance Program, and written notice at least 30 days before completion deadline, describing extraordinary actions that may be taken if application is not completed by the deadline. - Primary bad debt collection agencies work the accounts for 180 days. - Accounts that remain unpaid at the end of the 180 days are automatically reassigned to a secondary agency for an additional 180 days. - Primary and secondary agencies do not pursue legal action on accounts. - Secondary agency placement accounts that remain unpaid after 180 days are referred to attorneys. - Attorneys can engage in extraordinary collection actions. - Extraordinary collection actions are suspended if the patient submits a financial assistance application. - The hospitals continue to accept and process any financial assistance application for up to 18 months after the original date of service. - If the patient meets the eligibility requirements, any payments paid by the patient are refunded to the patient. FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 12h Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center, Southern Ocean Medical Center and Bayshore Community Hospital ("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; and 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 2012 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 partnered with Chamberlin Edmonds and Century Business Solutions (CBIZ), who specialize in screening patients to determine eligibility for government disability programs, to be onsite to assist inpatients and certain outpatients who meet the eligibility criteria with the application process. Chamberlin Edmonds and CBIZ work in conjunction with Meriidan's Patient Access staff to complete and submit applications for uninsured patients and to provide patient advocacy throughout the entire life of the application. Some programs, such as Social Security disability programs, not only entitle patients to Medicaid or Medicare after a waiting period, but also provide monthly benefits such as cash assistance, food stamps, and home energy payment relief to these patients. As a result of this partnership, in 2012, over 2,000 patients were approved for disability programs and received over $1.5 million in direct social security benefits. This is just one of the ways Meridian is helping our community. FAMILY CARE ----------- This program is designed to provide coverage for children. The Hospitals' Financial Assistance Team will assist patients 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 due 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 pr NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 Building a Healthy CommunityTogether ------------------------------------- Community-based prevention and wellness activities play a critical role in keeping our local communities healthy. Meridian Health is committed to fulfilling this mission by devoting resources year after year for prevention, wellness, education and support. Meridian Health plays a lead role in working with many different organizations throughout Monmouth and Ocean counties to identify and address the health issues that impact our community the most. Meridians Community Collaboration Meetings, included our county and local health departments, community and business leaders as well as our own Community Advisory Committees. This process, referred to as a Community Health Needs Assessment, was mandated by the 2010 Affordable Care Act. This collaborative effort will serve as a tool to reaching the following goals: improve residents health status, elevate overall quality of life, reduce the health disparities among residents and increase accessibility to preventive services. Findings from the assessment highlighted several health concerns for our community, including risk factors for heart disease and stroke, cancer, pediatric asthma, Alzheimers disease, obesity and diabetes, access to care, immunizations and infectious diseases and oral health. With the community health needs assessment as our guide, Meridian prepares its annual community benefit plan aligning activities and resources toward those priority health needs as well as engaging a variety of community organizations for collaboration on interventions. For more information about Meridians community health needs assessment, visit MeridianHealth.com. MERIDIAN IS EXTREMELY DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES WE SERVE, and in 2012, devoted $183 million in community benefits. AS THE LEADING PROVIDER OF HEALTH CARE SERVICES IN OUR AREA, OUR COMMUNITY IMPACT EXTENDS FAR BEYOND NUMBERS ON A PAPER. WE 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. The success and effectiveness of Meridians community benefit program is derived from a committed staff of physicians, nurses, health care specialists and community educators along with dedicated community members who help Meridian identify, strategize and implement initiatives that positively impact the health of the community. Well on Wheels -------------- Recognizing that the care we provide through our hospitals and partner companies reaches far beyond the boundaries of our facilities, Meridians new Taking Care of New Jersey mobile health vehicle takes wellness and prevention to the streets! The mobile health vehicle will complement existing community-based health screenings and education by providing an easy and accessible way to take advantage of Meridians extensive programs. The idea for the mobile health vehicle stemmed from a recent community health needs assessment and from active, ongoing collaboration with our Community Advisory Committees. Community Advisory Committees ----------------------------- 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 Meridians Community Advisory Committees. Tackling Stroke on the Jersey Shore ----------------------------------- Together, heart disease and stroke are two of todays most widespread and costly health problems facing the nation and Monmouth and Ocean counties. Fortunately, they are also among the most preventable. According to Meridian Healths most recent Community Health Needs Assessment Survey, we see that the prevalence of stroke in our area has doubled in the past five years. So, were empowering our community to take charge of their health and Tackle Stroke. AngioScreen is a revolutionary, new vascular screening designed to provide participants with information about their circulation and risk for heart disease and stroke. Participants receive a color report of their results and a consultation with a registered nurse. With nearly 2,000 screenings conducted in the first year, we are identifying those at greatest risk, intervening early with education and resources, witnessing positive health improvement and even saving lives. In the Church Challenge, Meridian Health aims to tackle the growing health problem of stroke especially within the African American community, where there is a higher incidence of stroke by teaching local residents how to take charge of their health. Local congregations compete against one another to see which group can most improve its health. Meridians Community Outreach team helps assess members weight, BMI, blood pressure, cholesterol, glucose, and smoking habits during the challenge. Members also receive educational resources and work with a health coach who teaches them how to make long-lasting, healthy changes. Partners in Cancer Education ---------------------------- Meridian is proud to be partners in cancer control with the American Cancer Society (ACS). This partnership includes working together to educate our community about cancer prevention, screen at-risk populations and participate in research. In 2012, Meridian, along with Monmouth University partnered on hosting enrollment sites for the ACSs historic Cancer Prevention Study 3 [CPS-3]. The goal of CPS-3 is to enroll men and women from various racial/ethnic backgrounds to participate in a study that will help researchers better understand the lifestyle, environmental and genetic factors that cause or prevent cancer and will save lives. This collaboration resulted in nearly 1,000 community members enrolling in the study and earned Meridian Health an award from ACS for exceeding its enrollment goal. Leading the Way to Better Health -------------------------------- Community members both young and old take advantage of free health and wellness screenings, education programs, support groups and other health promotion activities offered throughout Monmouth and Ocean counties. These programs are conducted in collaboration with a variety of community groups including our county and local health departments. All of Meridians health promotion activities are delivered in a culturally competent manner and interpreters are available when needed. 2012 accomplishments include: - Serving more than 80,000 people through our community health programs. These programs include lectures and presentations by physicians and other healthcare professionals who volunteer their time to educate our community on health topics, including disease prevention and the management of chronic conditions. - Providing free preventive health screenings to more than 35,000 adults. Screenings include blood pressure, cholesterol, glucose, BMI, memory, hearing, colon-rectal cancer, skin cancer among others. - Educating over 13,000 children on how to eat right, stay fi t and be safe. These programs include classroom-based presentations from Doctor Bernard and Hopscotch, pals of the Pawsitive Action Team. - In response to the devastating effects of Super Storm Sandy, Meridian has developed a new program to support our childrens mental health needs in a post-disaster environment. The program features Doctor Bernard and an educator who provide an assembly style presentation. In addition, Meridian is proud to offer support through charitable donations to a host of worthy, local not-for-profit organizations. Meridian also encourages our leaders, physicians, and team members to serve on a variety of boards and community groups dedicated to improving the quality of life in our neighborhoods. As a socially conscious member of the community, Meridian focuses its charitable giving on the areas that support or are aligned with our charitable mission. In 2012, Meridian provided $352,000 in cash and in-kind support. Training the Next Generation of Health Care Providers ----------------------------------------------------- Training the next generation of health care providers is vital to providing a foundation for sound health in our community. Meridian encourages the development of physicians, nurses, medical technologists, and those entering allied health professions by supporting their education and offering clinical experience in our hospitals. In 2012, Meridian provided $26 million in benefits which helps support medical training. Caring for All Members of the Community --------------------------------------- Ev 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. In addition, the financial assistance guide, including contact phone numbers, is posted on our website at www.meridianhealth.com. 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, 2012 629,384 580,470 UNDER 5 YEARS OF AGE, 2011 5.3% 6.7% UNDER 18 YEARS OF AGE, 2011 23.3% 23.3% 65 YEARS OLD AND OVER, 2011 14.1% 21.1% PERSONS BELOW POVERTY LEVEL, 2007-2011 6.5% 9.5% MEDIAN HOUSEHOLD INCOME, 2007-2011 $ 83,842 $60,712 RACIAL COMPOSITION, 2011: WHITE 76.5% 85.6% AFRICAN AMERICAN 7.7% 3.4% ASIAN 5.2% 1.9% HISPANIC OR LATINO ORIGIN 9.9% 8.6% OTHER 0.7% 0.5% 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. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 612-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 325-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 321-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 176-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 CENTER FOUNDATION, INC. ------------------------------------- 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. FACILITY REPORTING GROUP SCHEDULE H, PART VI, QUESTION 8 THE FACILITY REPORTING GROUP INCLUDED ON SCHEDULE H, PART V, SECTION B, INCLUDES THE FOLLOWING HOSPITAL FACILITIES: - JERSEY SHORE UNIVERSITY MEDICAL CENTER - RIVERVIEW MEDICAL CENTER - OCEAN MEDICAL CENTER - SOUTHERN OCEAN MEDICAL CENTER - BAYSHORE COMMUNITY HOSPITAL PLEASE REFER TO THE RESPONSES TO PART VI NOTED ABOVE. true AMERICAN CANCER SOCIETY 1035 HOOPER AVE TOMS RIVER NJ 08753 160743902 501(C)(3) 32150 RESEARCH SUPPORT AMERICAN HEART ASSOCIATION 208 WEST END AVE BRIDGEWATER NJ 08807 135613797 501(C)(3) 25000 RESEARCH SUPPORT 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) 57500 SAFETY & WELLNESS MONMOUTH PARK CHARITY FUND 175 OCEANPORT AVE OCEANPORT NJ 07757 226063135 501(C)(3) 7500 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) 10000 ART & CULTURE MONMOUTH COUNCIL BOY SCOUTS OF AMERICA 705 GINESI DRIVE MORGANVILLE NJ 07751 210634963 501(C)(3) 7728 CHILDREN'S HEALTH UMDNJ PO BOX 2685 NEW BRUNSWICK NJ 08903 221775306 501(C)(3) 10400 HEALTHCARE THE COMMUNITY YMCA 113 TINDALL RD MIDDLETOWN NJ 07748 210635051 501(C)(3) 7500 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) 9450 SAFETY & WELLNESS MONMOUTH UNIVERSITY 400 CEDAR AVE WEST LONG BRANCH NJ 07764 210634584 501(C)(3) 19700 HIGHER EDUCATION BIG BROTHERS BIG SISTERS 174 MAIN STREET EATONTOWN NJ 07724 222155416 501(C)(3) 11000 CHILDRENS HEALTH SAFETY AND WELLNESS SUSAN G KOMEN TWO PRINCESS RD SUITE D LAWRENCEVILLE NJ 08648 732052349 501(C)(3) 10450 RESEARCH SUPPORT BROOKDALE COMMUNITY COLLEGE 765 NEWMAN SPRINGS ROAD LINCROFT NJ 07738 221849485 501(C)(3) 11795 HIGHER EDUCATION HORATIO ALGER ASSOC 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 131669975 501(C)(3) 10000 HIGHER EDUCATION VNAHG FOUNDATION 176 RIVERSIDE AVENUE RED BANK NJ 07701 222050003 501(C)(3) 10000 HEALTHCARE PCORE 1 AAA DRIVE SUITE 102 TRENTON NJ 08691 223699313 501(C)(3) 6000 AUTISM RESEARCH NATIONAL MS SOCIETY 246 MONMOUTH ROAD OAKHURST NJ 07755 226080521 501(C)(3) 5600 DISEASE AND HEALTH ISSUE RESEARCH ALEXANDRA ROSE TOZZI PO BOX 47 SPRING LAKE NJ 07762 206130205 501(C)(3) 8000 DISEASE AND HEALTH ISSUE RSCH CANCER INSTITUTE OF NJ 195 LITTLE ALBANY ST RM 2001 NEW BRUNSWICK NJ 08901 202959012 501(C)(3) 5300 DISEASE AND HEALTH ISSUE RSCH HURRICANE SANDY OF NJ ONE GATEWAY CENTER NEWARK NJ 071025310 364745729 501(C)(3) 50000 SAFETY AND WELLNESS THE SALVATION ARMY 210 FITH AVENUE ASBURY PARK NJ 07712 223663858 501(C)(3) 50000 COMMUNITY SUPPORT UNITED WAY OF MONMOUTH COUNTY 1415 WYCKOFF ROAD FARMINGDALE NJ 07727 221828435 501(C)(3) 50000 COMMUNITY SUPPORT UNITED WAY OF OCEAN COUNTY 1027 HOOPER AVE TOMS RIVER NJ 08753 222148978 501(C)(3) 50000 COMMUNITY SUPPORT 26 EDUCATIONAL SCHOLARSHIPS 238 238950 Disaster Relief 59 332000 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 false true false true false false false true false Marc H Lory 505400 0 90000 0 149097 0 91785 0 28367 0 864649 0 107165 0 John K Lloyd 980006 0 600000 0 69895 0 586974 0 28091 0 2264966 0 0 0 John Gantner 611039 0 250000 0 49087 0 298193 0 12055 0 1220374 0 0 0 Salvatore Inciardi 313142 0 160000 0 166624 0 70271 0 17901 0 727938 0 140539 0 Carl M Marchetti MD 145913 0 21789 0 32021 0 23075 0 24718 0 247516 0 0 0 Robert Palermo 277941 0 65000 0 36610 0 52230 0 25356 0 457137 0 13008 0 Alan Cabasso MD 0 226394 0 0 0 11340 0 46188 0 22040 0 305962 0 0 Steven Littleson 503613 0 160000 0 215691 0 109062 0 25124 0 1013490 0 186808 0 Steven Kairys MD 0 360220 0 30000 0 41114 0 34390 0 23958 0 489682 0 0 Jerome Vernick MD 0 474490 0 15281 0 68135 0 32890 0 17600 0 608396 0 0 Elliot Frank MD 0 371454 0 48000 0 26764 0 44334 0 24781 0 515333 0 0 David Kountz MD 353044 0 0 0 15918 0 22579 0 24536 0 416077 0 0 0 Mark G Martens MD 0 380812 0 25000 0 28945 0 7500 0 23671 0 465928 0 0 David L Flood 350075 0 110000 0 30208 0 55266 0 16878 0 562427 0 0 0 TIMOTHY J HOGAN 479492 145000 136016 73673 24888 859069 129553 James A Clarke MD 312787 0 55000 0 9698 0 7350 0 23668 0 408503 0 0 0 Dean Q Lin 386999 0 75000 0 20987 0 37764 0 16054 0 536804 0 0 0 Michael Bleiman MD 0 214327 0 0 95117 72586 0 14066 0 5979 95117 306958 0 0 Joseph P Coyle 439849 0 240000 0 26983 0 174857 0 25344 0 907033 0 0 0 Ann Gavzy 305590 0 90000 0 137003 0 93152 0 26868 0 652613 0 107099 0 Richard Scott 384865 0 100000 0 29184 0 59116 0 26830 0 599995 0 0 0 Rebecca Weber 368937 0 153100 0 42347 0 71076 0 17918 0 653378 0 14601 0 Frank Goldstein 329218 0 85000 0 33087 0 36140 0 17819 0 501264 0 0 0 Kim Carpenter 319223 0 55000 0 11771 0 27000 0 24435 0 437429 0 0 0 Richard Hader 280533 0 70000 0 14572 0 29122 0 26691 0 420918 0 0 0 James Molloy 273046 0 65000 0 5927 0 30042 0 26120 0 400135 0 0 0 David Boss 292300 0 50000 0 8625 0 23100 0 14504 0 388529 0 0 0 Michelle Mendelson 226623 0 55000 0 4647 0 27465 0 24604 0 338339 0 0 0 Christine Scott 226418 0 45000 0 7668 0 21556 0 6309 0 306951 0 0 0 Richard Hand 248839 0 90000 0 8361 0 47046 0 16346 0 410592 0 0 0 Sherrie String 340941 0 45000 0 41607 0 26494 0 19241 0 473283 0 0 0 Kevin Bryant 185410 0 21875 0 5444 0 9170 0 14620 0 236519 0 0 0 Josepth Reichman 309929 0 50000 0 19946 0 22394 0 1955 0 404224 0 0 0 Ramon Solhkhah 310723 0 30000 0 5381 0 7500 0 2693 0 356297 0 0 0 Margaret Quinn 290580 0 37791 0 8557 0 32412 0 22662 0 392002 0 0 0 Terry Manna 252694 0 55000 0 22986 0 20660 0 23852 0 375192 0 0 0 Anthony Cava 272604 0 43200 0 7954 0 28086 0 17898 0 369742 0 0 0 Elwood Joseph Hummel 204634 0 24600 0 4927 0 9074 0 17328 0 260563 0 0 0 COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 1A and 1B an INDIVIDUAL REFLECTED ON CORE FORM, PART VII AND SCHEDULE J, PART II; SHERRIE STRING, RELOCATED FOR MERIDIAN HEALTH WORK PURPOSES AND RECEIVED A HOUSING ALLOWANCE IN 2012 IN ORDER TO FACILITATE THE RELOCATION OF HER PRIMARY RESIDENCE. THE HOUSING ALLOWANCE FOR SHERRIE STRING TOTALED $16,000; THis AMOUNT Was INCLUDED IN her 2012 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 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 2012 FORM W-2, BOX 1, AS TAXABLE WAGES AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION: MARC H. LORY, $107,165; SALVATORE INCIARDI, $140,539; STEVEN G. LITTLESON, $186,808; TIMOTHY J. HOGAN, $129,553; ANN B. GAVZY, ESQ., $107,099; ROBERT PALERMO, $13,008; AND REBECCA WEBER, $14,601. 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 2012 FORM W-2, AS TAXABLE WAGES: JOHN GANTNER, $204,093; ROBERT PALERMO, $29,700; JOSEPH P. COYLE, $128,679; REBECCA WEBER, $38,017; DAVID FLOOD, $36,700; DEAN Q. LIN, $30,414, RICHARD SCOTT, MD, $31,834; RICHARD HAND, $25,750 AND SHERRIE STRING, $21,594. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE INTEREST CREDITS 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 2012 FORM W-2, AS TAXABLE WAGES: JOHN LLOYD, $531,056; MARC LORY, $60,073; STEVE LITTLESON $81,831; JOHN GANTNER, $65,393; TIMOTHY HOGAN, $47,947; SALVATORE INCIARDI, $35,076; ANN GAVZY, $61,702; AND JOSEPH COYLE, $21,507. 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 2012 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $9,912; ELLIOT FRANK, M.D., $4,567; JEROME VERNICK, M.D., $38,247; MICHAEL BLEIMAN, M.D., $50,300; STEVEN W. KAIRYS, M.D., $15,902 AND CARL M. MARCHETTI, M.D., $2,708. COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2012 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2012 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 2012 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2012 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $107,165; SALVATORE INCIARDI, $140,539; STEVEN G. LITTLESON, $186,808; ANN B. GAVZY, ESQ., $107,099; TIMOTHY J. HOGAN $129,553; ROBERT PALERMO, $13,008 AND REBECCA WEBER, $14,601. A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579E7X8 2003-02-20 60000000 CONSTRUCT & EQUIP FACILITY false false false B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FDA8 2004-06-24 14725000 CONSTRUCT & EQUIP FACILITY false false false C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FCY7 2004-06-24 8000000 CONSTRUCT & EQUIP FACILITY false false false D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FHG1 2006-05-18 18390000 REFUND PRE-2003 BONDS false false false A 0 0 61213687 0 0 0 436450 560326 0 60216911 0 0 2004 false false true true B 2015000 0 16032128 0 0 0 205792 62695 0 15763641 0 0 2007 false false true true C 4520000 0 8503437 0 0 0 130451 74500 0 8298486 0 0 2006 false false true true D 1340000 0 18390000 0 0 0 365791 65353 0 0 17958856 0 2006 true false true true A false true true true false 0.00970 0.00000 0.00970 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true C false false false false 0.01630 0.00000 0.01630 false false 0.00000 false true D 0.00000 0.00000 0.00000 0.00000 A true true false 0 true TRANSAMERICA OCCLIFE 1.4 true false true B true true false 0 false 0 false true C false true true false 0 false 0 false true D true true true WACHOVIA 5. false false false 0 false true A true B true C true D true ADDITIONAL SCHEDULES ARE INCLUDED 0 THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0 PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF 0 A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FJQ7 2006-11-22 5100000 CONSTRUCT & EQUIP FACILITY false false false B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FSE4 2007-12-13 242125000 CONSTRUCT & EQUIP FACILITY false false false C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579FW25 2011-12-21 200595000 REFUND PRE-2003 BONDS false false true D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH 221987084 64579F2D4 2012-10-03 135415000 REFUND POST-2002 BONDS false false true A 720000 0 5207649 0 0 0 56802 21731 0 5128862 0 254 2007 false false true true B 1125000 95400000 246107361 0 0 0 1673677 4507965 0 239925703 0 16 2009 false false true true C 0 0 215637731 0 0 214235169 1402562 0 0 0 0 0 2011 true false true true D 0 0 135415011 0 0 135401599 13412 0 0 0 0 0 2012 true false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true false 0.00410 0.00000 0.00410 false false 0.00000 false true C 0.00000 0.00000 0.00000 0.00000 D false false false false 0.00260 0.00000 0.00260 false false false true A true true false 0 false 0 true true B false true true false 0 false 0 false true C false true false false 0 false 0 false true D false true true false 0 false 0 false true A true B true C true D true AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 1000 SCHOLARSHIP EDUCATION ASSISTANCE CHRISTINE F HADER FAMILY MEMBER - KEY EMPL. 122478 EMPLOYEE false AURELIA HADER FAMILY MEMBER - KEY EMPL. 71057 EMPLOYEE false TD BANK OFFICER - LLOYD 168742 LEASE/LOC PMTS - SEE PART V false QUALCARE INC OFFICERS - GANTNER/LLOYD 4113809 CLAIMS ADMIN. - SEE PART V false AMY DELANEY FAMILY MEMBER - OFFICER 54399 EMPLOYEE false SHADDY YOUNAN MD FAMILY MEMBER - TRUSTEE 42500 INDEPENDENT CONTRACTOR false QUALCARE INC TRUSTEE - BUTTACI 4113809 CLAIMS ADMIN. - SEE PART V false Christopher Scott Family Member - Key Empl. 92332 Employee false CAITLIN COYLE Family Member - Key Empl. 45821 Employee false PATRICK DELANEY FAMILY MEMBER - OFFICER 62506 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 2012. Total fees paid to QualCare, Inc. were $4,113,809. 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 2012. Total fees paid to TD Bank were $168,742. Services were rendered at fair market value rates pursuant to arm's length negotiations. X 5 66859 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 and rehabilitation. The following updates show how we are shaping the future of health care and speak to our philosophy that it's not the ability to do a single thing well, but the unique ability to do everything better. Meridian Cancer Care - Getting You Back to the Life You Love ------------------------------------------------------------ Under the leadership of Mark Krasna, M.D., corporate medical director for Meridian Cancer Care, Meridian is continuing to improve cancer care delivery. Meridian Cancer Care is part of Robert Wood Johnson University Medical School and a system partner with the Cancer Institute of New Jersey, the only National Cancer Institute designated Cancer Center in the state of New Jersey. The renewed focus on a multi-disciplinary, patient-oriented approach provides opportunities for both state-of-the-art care and research trials. Meridian has instituted nine disease site-specific multi- disciplinary conferences, which allow physicians to prospectively discuss cases and reach a consensus regarding what is ultimately the best treatment plan for each patient. Ten new disease site-specific cancer nurse navigators help simplify the complex world of cancer care by coordinating doctor visits and providing education and access to important resources at all Meridian hospitals. Meridian CardioVascular Network - Region's Most Complete, Most Coordinated Care -------------------------------------------------------------- Jersey Shore University Medical Center became one of the first programs in the state to offer Transcatheter Aortic Valve Replacement (TAVR), a new minimally invasive procedure to treat critical aortic stenosis, recently approved by the FDA. The partnership between cardiothoracic surgeons and cardiologists establishes the core of the TAVR Heart Team. In addition, the Congenital Heart Disease Program continued to make strides in treating Atrial Septal Defect (ASD), a common and potentially fatal congenital heart abnormality with potentially serious consequences. ASD patients can now be treated with the Amplatzer Septal Occluder - an FDA approved device providing a less invasive alternative to cardiac surgery. In 2012, Meridian Health launched the Heart and Sole Cup, a series of 5K run/walks at Ocean Medical Center, Bayshore Community Hospital and Jersey Shore University Medical Center. In its first year, nearly 1,000 runners participated in the series. Jersey Shore University Medical Center, Ocean Medical Center, and Riverview Medical Center have received System Heart Failure Accreditation by the Society of Cardiovascular Patient Care (SCPC). The Heart Failure accreditation recognizes expertise in providing quality care to patients who are treated for heart failure. Only 72 centers nationally and internationally have received this accreditation, and the three Meridian hospitals are the only certified programs in New Jersey. Meridian Neuroscience - A Moment Changes Everything --------------------------------------------------- Meridian Neuroscience specialists have continued to develop programs to diagnose and treat a range of conditions from stroke to brain tumors and spine injuries to sleep disorders. Over the past two years, Bayshore Community Hospital has seen significant growth in their stroke services and as a designated Primary Stroke Center, Bayshore is preparing for Joint Commission Certification in Stroke to join Riverview Medical Center, Ocean Medical Center, and Jersey Shore University Medical Center with this added distinction. In addition, we continued to expand our clinical trials with the DIAS-4 Study, where we offered our patients the latest clot-busting drug to treating acute and ischemic stroke. As the spokesperson for Meridian Neuroscience, NFL Hall of Famer Harry Carson is leading the way in educating our community about prevention and wellness. At Neptune High School, Harry teamed up with Meridian experts for an evening of lifesaving information on risk factors, prevention, and detection of stroke. At Colts Neck High School, Harry stressed the importance of concussion awareness, especially in children and adolescents. Meridian Pediatric Network - Care in Your Community Connected to More Than 100 Specialists --------------------------------------------------------------------- Meridian Pediatric Network continues to address the needs of our youngest patients with the completion of pediatric care centers located at each of our hospitals. With this, families will have access to more than 100 pediatric specialists and the most coordinated care throughout the region. With the increased occurrence of concussions among children, Meridian Pediatric Network and our expert team of pediatric sports medicine physicians have developed a comprehensive concussion program, which utilizes the latest in baseline testing and detection to properly treat our youngest patients. In the summer of 2012, Jersey Shore University Medical Center hosted a pep rally where hundreds of children, parents, team members, and soccer supporters gathered to cheer on U.S. Women's Soccer Team Captain, role model, hometown hero, and spokesperson for K. Hovnanian Children's Hospital Christie Rampone before she left for the 2012 Summer Olympics in London. After leading the team to a gold medal victory, an even bigger celebration was held once she returned home. Doctor Bernard celebrates his milestone 5th birthday with the rest of the Pawsitive Action Team, which is now closing in on its 10,000th member! For the past five years, he and his pals Hopscotch and Picatso have had a positive influence on teaching our region's children about staying healthy, eating right and being safe. Jersey Shore University Medical Center -------------------------------------- First Hospital in New Jersey to Receive Advanced Certification in Palliative Care ----------------------------------------------------------------- Jersey Shore is the first hospital in the state to receive the Advanced Certification in Palliative Care from The Joint Commission - a true testament to the quality and compassion that distinguishes Meridian Health and Jersey Shore's Palliative Care Program. Palliative care is specialized medical care that provides patients at any age or stage of illness with relief from the symptoms, pain and stress that accompany serious illnesses. The Joint Commission's Advanced Certification for Palliative Care recognizes hospital inpatient programs that demonstrate exceptional patient and family-centered care and optimize the quality of life for patients with serious illness. Training Future Physicians -------------------------- The academic programs at Jersey Shore University Medical Center continue to excel. Through our affiliation with Rutgers Medical School, Jersey Shore expanded the teaching program of students in their third and fourth year of medical school to provide experiences in all required rotations, and also placed first year medical students with select primary care physicians to learn the art and science of family medicine. The residency training programs in OB/GYN, pediatrics, and internal medicine emphasize evidenced-based medicine, and graduates continue their training at some of the nation's most prestigious hospitals. Students also take advantage of practice opportunities within Meridian Health's OB/GYN and internal medicine departments, and a residency program in podiatry will commence in 2013. Finally, Meridian continues to expand the Continuing Medical Education program, offering more than 700 hours of education in 2012, an increase of more than 60 percent since 2008! Innovative Research for a Healthier Future ------------------------------------------ Meridian Health, through its Office of Clinical Research and undergraduate, graduate, and continuing medical education programs, is dedicated to advancing medical knowledge, training physicians of tomorrow, and educating physicians in practice with the latest medical information. Meridian's system-wide research program provides the community with the latest clinical trials in many specialty areas. 2012 witnessed the launch of a landmark study in the management of hypertension, SYMPLICITY HTN-3, as well as continuation of a ground-breaking study on genetic mutations and new treatments for thyroid cancer. The thyroid cancer research has led to a new test to predict the development of this form of cancer in high risk patients and reduce unnecessary surgery. It has been cited in the New England Journal of Medicine and holds great promise for families with a history of thyroid cancer. COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS K. Hovnanian Childrens Hospital -------------------------------- Baby-Friendly has Arrived! -------------------------- The birth of a new baby brings joy to every family, and right from the beginning, every mother wants to make healthy choices for her newborn. As a Baby-Friendly designated hospital, Jersey Shore University Medical Center is one of only 150 American hospitals recognized by the World Health Organization and the United Nations Childrens Fund as providing the best quality care and support for breastfeeding mothers and their babies. As a Baby-Friendly Hospital, Jersey Shore provides the resources, confidence and skills that can help a mother embrace breastfeeding a powerful and preventive practice with many health benefits. A New Home for Pediatric Same Day Surgery ----------------------------------------- Thanks to advances in medical technology and surgical expertise, pediatric surgical procedures are most often performed on an outpatient basis, allowing children to return home the same day. Pediatric Same Day Services provides children with dedicated, comprehensive care for todays most common procedures, including procedural sedation, CAT scan and MRI, blood tests, special testing and surgical services all performed in a family-centered and child friendly environment. And weve recently relocated and expanded our space and services to provide a more convenient and comfortable area for pediatric patients and their families. Expert Concussion Care ---------------------- By utilizing the latest in baseline testing and detection, our expert team of pediatric specialists have developed several programs to screen, detect and treat children who have suffered concussions, sports injuries, accidents and falls. Located in the new Pediatric Specialty Care Center on K. Hovnanian Childrens Hospitals campus, the outpatient offices deliver the most advanced care in a convenient, state-of-the-art setting. Treating High Risk Children for Heart Disease --------------------------------------------- We support families to make healthy lifestyle changes for themselves to reduce a childs risk for the early onset of heart disease. Our new pediatric lipid program evaluates and treats children and adolescents who have high levels of lipids in their blood, as elevated lipids, particularly cholesterol, put young people at risk for heart disease later in life. Children and their families work with a pediatric cardiologist and pediatric nurse specialist trained in lipid disorders to review family health history, assess a childs risk, and develop a plan of care thats right for every child. Its the Tops...Nationally Recognized Pediatric Surgery, Close to Home ---------------------------------------------------------------------- K. Hovnanian Childrens Hospital participates in the American College of Surgeons with the National Surgical Quality Improvement Pediatric Program, which allows hospitals to collect highly reliable clinical data and compare their surgical outcomes with those from other childrens hospitals in the program. K. Hovnanian Childrens Hospital is the only childrens hospital in New Jersey and one of 47 hospitals in the nation to work closely with this elite group of childrens hospitals dedicated to advancing pediatric surgery. Ocean Medical Center -------------------- A Personal Touch and Care Coordination Improving Access to Primary Care -------------------------------------------------------------------- With the landscape of health care dramatically changing, building a strong, well aligned primary care physician base is critical to meet the needs of the community in the years to come. Ocean Medical Center has been steadfast in its recruitment strategies for primary care physicians. In fact, Oceans team was excited to welcome 19 primary care physicians to the medical staff over the past year and a half. Many of these physicians are joining or establishing offices in key areas of growth, such as Toms River and Jackson. Growing Emergency Services in More Than One Way There has been a great deal of activity pertaining to emergency services at both Ocean Care Center and Ocean Medical Center. Located in Point Pleasant, Ocean Care Center has broken away from being a best kept secret and saw exceptional growth in volume and awareness in 2012. Wait times are now posted online and comprehensive marketing efforts resulted in strong growth, serving 14 percent more visits over the prior year. On the main hospital campus, a physical transformation is underway to improve emergency services. A groundbreaking ceremony kicked off an $82 million Master Facility Plan, which will include the new Hirair and Anna Hovnanian Emergency Care Center. Perhaps just as impressive as the physical grandeur of the project is the success of fundraising efforts to support it. Over $7 million has been raised to date, and several record breaking gifts from community members, physicians, and team members have energized a new era of giving at Ocean Medical Center. Ocean is on the Move and Getting Noticed ---------------------------------------- Increasing public awareness of Oceans capabilities and clinical strengths was a priority in 2012. An awareness campaign hit the public, as well as a campaign focused on Total Joint Replacement, which resulted in improvements in consumer perception. Beyond the local market, Ocean received national recognition as a best hospital in US News & World Report and was placed in the top five percent nationally for clinical performance. A Healing Touch for the Most Complex Wounds ------------------------------------------- Recognizing a tremendous need in the greater Ocean County market, the Center for Wound Healing was opened in June 2012. A unique team of doctors, nurses and therapists create an interdisciplinary approach to healing chronic wounds. For the most complex cases, the Center has two hyperbaric oxygen chambers that provide a concentrated level of oxygen to promote healing. Record Volumes and Expanded Services Pick up the Pace for Cardiovascular Services ------------------------------------------------------------------------ Ensuring that comprehensive cardiac services are available locally and close to home for residents is a priority at Ocean Medical Center. In 2012, Oceans cardiac catheterization laboratory experienced a 21% increase in primary angioplasty cases, hitting a record number of 100 lifesaving emergency procedures. Ocean also started a pacemaker program, which completed 31 pacemaker cases in the first three months, exceeding the number of cases anticipated for year one. Cardiac capabilities for inpatients expanded, as 40 additional medical/surgical beds were outfitted with telemetry monitoring, bringing the number to 116 hospital wide. This makes it possible to reduce patient holding in the Emergency Department, and better accommodate post-operative patients on a surgical unit. Other cardiac highlights include Chest Pain and Heart Failure Accreditations from the Society of Cardiovascular Patient Care. Riverview Medical Center ------------------------ Surgical Expansion has Been Life. Changing. for the Riverview Community ----------------------------------------------------------------------- In 2011, Riverview Medical Center announced the creation of a 22,000 square foot center for surgical excellence and launched a Capital Campaign, Life. Changing. In 2012, and early 2013, Riverview celebrated the completion of the final phases of this project. 2012 introduced the opening of the Joan and Robert Rechnitz Conference and Education Center, along with the new Surgical Day Stay Unit, including an oversized surgical waiting area, 23 new private healing bays, and a new private consultation room for physicians and patients. Riverview also opened its new Brainsuite iCT, a digitally integrated operating room solution that combines image guided surgery technology, multi-slice intra-operative computed tomography, and comprehensive operating room data management. It is the first in the greater New York City area and one of only 10 sites throughout the country. The final phase of the project was the opening of the newly renovated Post-Anesthesia Care Area, affording Riverview an increased opportunity to provide patients and families with a personalized health care experience in a more comfortable and healing environment. COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS An Experience That is Outstanding --------------------------------- Riverview Medical Center was once again 'Distinguished' by J.D. Power and Associates for Outpatient Services. The J.D. Power and Associates 'An Outstanding Patient Experience' recognition is one of the most prestigious health care distinctions in the nation. Unlike many other industry awards, the research behind the nationally-recognized honor is grounded in candid interviews with over 300 patients who have experienced Riverview first hand. Less than one percent of hospitals across the country receive this distinction. Riverviews wide array of outpatient programs provides quality care and service in a timely manner. These include same-day surgery, imaging, cancer care, rehabilitation, womens diagnostics, pain management, cardiac care, Crohns and colitis care, and emergency care. Recognized by the Best for Delivering the Best ---------------------------------------------- Riverview Medical Center has a history of being recognized on clinical excellence measures. Riverview was once again awarded The Joint Commissions Gold Seal of Approval(tm) for accreditation by demonstrating compliance with The Joint Commissions national standards for health care quality and safety in hospitals. In addition, the Jane H. and John Marshall Booker Cancer Center at Riverview was recognized as one of the nations best by the Commission on Cancer and was awarded the 'Outstanding Achievement Award,' designed to recognize cancer programs that strive for excellence in providing quality care to cancer patients. In 2012, the Womens Center at Riverview was designated a Breast Imaging Center of Excellence by the American College of Radiology. In addition, Riverview received the 2012 Target: Stroke Honor Roll Award for its commitment to and success in improving care for stroke patients, one of only 135 hospitals in the United States to receive this award. Finally, Riverviews Cardiac Rehabilitation program and its Chest Pain Center were accredited for 2012 by the American Association of Cardiovascular and Pulmonary Rehabilitation. Southern Ocean Medical Center ----------------------------- A New Experience for Kids at the Pediatric Care Center at Southern Ocean Medical Center ------------------------------------------------------------------------ The new Martin Truex Jr. Pediatric Care Center at Southern Ocean Medical Center was separated from the adult Emergency Department in order to create a calmer, more inviting environment for children. The Center features an observation area staffed by a dedicated team of board certified pediatricians, as well as dedicated pediatric emergency care beds with in-room accommodations for parents. This Center has been designed as a kid and family-friendly center specializing in emergency care in a cheerful environment to truly meet the needs of children. Southern Ocean Celebrates Anniversary Milestone at Forty Fest ------------------------------------------------------------- Picture perfect fall weather, a bit of history, music, games and seasonal dcor comprised the festive backdrop for a fun-filled Forty Fest celebration at Southern Ocean in September of 2012. The extended hospital family, including team members, physicians, donors, auxilians, volunteers and Foundation board members and Community Advisory Committee members, gathered with their families to celebrate Southern Oceans 40th anniversary. Southern Ocean Grows Services to Meet the Health Needs of a Growing Community ------------------------------------------------------------------- Southern Ocean Medical Center continues to expand its services to better serve the community. The orthopedic program has grown with the addition of several new orthopedic surgeons who provide unique expertise in subspecialties such as shoulder surgery and foot and ankle surgery. The program has been expanded with the addition of a new urologist and urodynamic diagnostic and rehabilitative services. Neuroscience services have also grown with a new concussion program and spine program. Southern Oceans maternity program has expanded and now offers an all-female practice as an option for women. Finally, the general surgery program continues to grow with the addition of new surgeons specializing in minimally invasive surgery. This progress ensures the highest level of care for our friends and neighbors right in their own community. Bayshore Community Hospital --------------------------- Funding a Vision ---------------- Several members of the community have shown their support of Bayshore Community Hospital through generous donations. The first donation was a $5 million charitable contribution from Janice Mitchell Vassar, whose sole desire, in her words, is to 'make my hospital the best hospital it can be.' Given in honor of the memory of her brother, Ashby John Mitchell, Mrs. Vassars gift will propel Bayshores vision to significantly grow cardiovascular services, as well as enhance access to services for the vision impaired throughout the communities Meridian Health serves. The second gift came by way of Evaristo (Evey) and Tammi Stanziale of Holmdel, NJ. The Stanziale family felt strongly about supporting Bayshores vision after having several positive experiences with Bayshore and Meridian Health over the past two decades. In addition to the generous financial support from Evey and Tammi, Evey decided that a monetary donation was simply not enough and joined as a Trustee of Bayshore Community Hospital Foundation. Taking Care of Our Littlest Patients ------------------------------------ Bayshore Community Hospital celebrated the opening of its new Pediatric Care Center, an affiliate of K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center. The Center opened its doors to better serve the needs of the children in the Northern Monmouth community, providing a completely new experience and enhanced level of care for pediatric patients and families. The Pediatric Care Center was immediately embraced by the community, indicated by a substantial increase in patient satisfaction scores, as well as double digit growth in volume. It features an observation area staffed by a dedicated team of board certified pediatricians who are on call around the clock and an emergency care section staffed by certified emergency physicians. The child-friendly approach and design is bright and cheerful, and offers in-room accommodations for parents. Its Time to Stop Counting Sheep -------------------------------- Bayshore Community Hospital recently celebrated the opening of a new Center for Sleep Medicine, a service of Meridian Neuroscience. Bayshore has been helping patients find more restful sleep since 2000, when a Center opened within the hospital. Now, the newly opened Center for Sleep Medicine is located in a renovated home just a few doors down from the hospital, so patients can feel as though they are 'at home.' Carol Ash, D.O., corporate medical director for Sleep Medicine across Meridian Health and board certified in Sleep Medicine and Adrian Pristas, M.D., medical director, also board certified in Sleep Medicine, are working together to expand Sleep Medicine and the services offered for patients. In addition, the pair have developed a comprehensive approach to identifying, diagnosing, and treating sleep disorder patients. This is Only the Beginning -------------------------- When Bayshore merged with Meridian Health in 2010, the strategic priority was to improve the product before taking the message to market. Since then, there has been significant and palpable changes at Bayshore. The leadership team and team members at Bayshore have done a significant amount of work to move the brand forward and to create a better experience for customers and guests, and it shows! This new integrated ad campaign highlighted some of the operational, clinical, and service changes that have been made at Bayshore, serving as a reintroduction of the brand to the community. While the changes made at Bayshore have been significant, This is Only the Beginning. Partner Companies ----------------- Meridians continuum of care extends far beyond the reach of our six award winning hospitals and allows us to effectively integrate care across different geographic sites, while delivering multiple clinical services, including our physician primary care network, Alert Ambulance, Meridian At Home, Meridian Nursing and Rehabilitation, Shore Rehabilitation Institute, Meridian Occupational Health, and more. Our partner companies continue to be a distinguishing feature of Meridian Health. COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Theres No Place Like Home Meridian At Home --------------------------------------------- Meridian At Home continues to be the leader in home care services in Monmouth and Ocean counties, providing service to over 27,000 patients in 2012. Meridian At Home provides a complete continuum of services including: visiting home nurses and rehabilitation services, hospice care, certified private and personal care aides, infusion therapy, oxygen delivery, medical equipment and supplies, and medication management technologies. JFK At Home, Meridian At Homes partnership with JFK Health System, continues to grow in its service of Middlesex, Union, and Somerset counties. Rehab Meets Virtual Reality --------------------------- In 2012, Shore Rehabilitation Institute opened a new Neuro-Rehabilitation Technology Center. The Center is comprised of the most innovative and advanced equipment used for neuro rehabilitative services including Reo(tm) Therapys Reo Go(tm) and Bionic Leg. Meridians Nursing and Rehabilitation Facilities Are Seeing Stars ----------------------------------------------------------------- When it comes to finding the best nursing facility for a loved one, our community members can rest assured that we are among the best in the nation. Our Meridian Nursing and Rehabilitation facilities in Brick, Holmdel, Ocean Grove, and Shrewsbury; and Meridian Subacute Rehabilitation at Wall received the highest possible overall rating of five stars in U.S. News & World Reports fifth annual Best Nursing Homes. The Best Nursing Homes 2013 ratings highlight the top nursing homes in each city and state, out of nearly 16,000 facilities nationwide. Fewer than one out of every five nursing homes received an overall rating of five stars, which makes this recognition even more impressive and a testament to our high quality care. Enhancing Our Services and Programs, Thanks to Generous Contributions from the Community --------------------------------------------------------------------- 2012 was a historic year for Meridian Health Affiliated Foundations in many ways. We are proud to report that our foundations received approximately $27 million in contributions and grants in 2012 to invest in the lifesaving work at all five campuses. Thanks to our generous family of donors, we have been able to provide new programs to our communities, construct and expand our facilities, and introduce cutting edge technologies across Meridian Health, including the projects listed below: - Programmatic and structural needs for K. Hovnanian Childrens Hospital and the Oncology and Cardiology departments at Jersey Shore University Medical Center - Emergency Department expansion projects at Ocean Medical Center and Southern Ocean Medical Center - Planned construction of two new leading-edge heart and vascular labs and the establishment of the Mitchell-Vassar Lobby at Bayshore Community Hospital - Completion of two new surgical suites, renovation of Surgical Day Stay and Post Anesthesia Care Unit, and creation of state of the art Rechnitz Conference and Education Center at Riverview Medical Center - Community Outreach programming throughout Meridian Health ---------------------------------------------------------------------- MERIDIAN'S 2012 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: - MERIDIAN NURSING AND REHABILITATION, INC.; 6 VOTING, 4 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 10 VOTING, 7 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 10 VOTING, 7 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 23 VOTING, 20 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 17 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 18 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 14 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 22 VOTING; 16 INDEPENDENT; - BAYSHORE COMMUNITY HOSPITAL FOUNDATION; 21 VOTING; 17 INDEPENDENT' - MERIDIAN PRACTICE INSTITUTE, INC.; 12 VOTING, 2 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT; - SOCH PROPERTIES, INC.; 11 VOTING, 10 INDEPENDENT. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC. 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"), SOCH PROPERTIES, INC. BAYSHORE COMMUNITY HOSPITAL AND BAYSHORE HEALTH CARE CENTER. 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. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC. 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 MERIDIAN HEALTH'S 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 ITS 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, OTHER OFFICERS (CFO, COO) 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. ALSO, 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, JOHN GANTNER 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 9 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 - $13,509,793; - OTHER CHANGES IN BENEFITS AND PLAN ASSETS - ($7,453,000); - CHANGE IN VALUE OF CASH FLOW HEDGE INSTRUMENT - $278,000; - BAYSHORE COMMUNITY HOSPITAL MERGER - ($45,977,000); - BAYSHORE HEALTH CARE CENTER MERGER - ($13,083,428) - OTHER CHANGES IN NET ASSETS - $4,853,417. 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 CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ADDITIONALLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; 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, 2012 AND DECEMBER 31, 2011; 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, 2012, 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 IN ORDER OF TRUSTEE, OFFICER, KEY EMPLOYEE, HIGHEST PAID AND FORMER MEMBER. OUTLINED BELOW IS A SUMMARY OF THE BOARD OF TRUSTEES BY ORGANIZATION [* indicates the member serves on more than one board reported on this group return]: Meridian Hospitals Corporation: ------------------------------- -Peter Reinhart, Esq. (Chairperson) -Thomas J. Kononowitz (Vice Chairperson)* -Meredyth Armitage (Secretary)* -Alfred Schiavetti (Treasurer) -Marc H. Lory (President)* -Richard A. Amdur, Esq. (IMMEDIATE PAST CHAIRPERSON) -Anthony T. Scardella, MD -Douglas W. Chudzik, MD -Frank Sharp, MD -Gregg Azcuy -Jeffrey Hager, DO -John D. Gumina, MD -John J. Flynn * -John K. Lloyd * -Joseph Mancini * -Joseph P. Lattanzi, MD* -K. George Younan, MD -Norman V. Buttaci -Peter S. Falvo, Jr., Esq. * -Raymond M. Masterson, MD -Roger Thompson, MD -Serena DiMaso, Esq. * -William Lawless, Ph.D. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. Meridian Health Realty Corporation: ----------------------------------- -Martin M. Barger, Esq. (Chairperson)* -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary)* -Christopher Carton (Treasurer)* -John K. Lloyd (President)* -Barry Weshnak * -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -Kenneth Fitzsimmons, Esq.* -Maurice Meyer III* -William Himelman, Esq. * SOCH PROPERTIES, INC. A SUBSIDIARY OF MERIDIAN HEALTH REALTY CORPORATION AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HEALTH REALTY CORPORATION. Meridian Home Care Services: ---------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John K. Lloyd * -Maris Lown * -Robert R. Stohrer * Health Innovations Unlimited: ----------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John K. Lloyd * -Maris Lown * -Robert R. Stohrer * Meridian Nursing & Rehabilitation: ---------------------------------- -William Himelman, Esq. (Chairperson)* -Edward R. McGlynn, Esq. (Vice Chairperson)* -Fern Esposito (Secretary/Treasurer) -John Gantner (President)* -Brian Roper, MD* -Marie G. Tambaro, CCRN BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC. Meridian Practice Institute: ---------------------------- -Thomas J. Kononowitz (Chairperson)* -Marc H. Lory (Vice Chairperson)* -Carl M. Marchetti, MD (President) -Robert Palermo (Treasurer) -Alan Cabasso, MD (Secretary) -Barry Weshnak * -David Kountz, MD -Elliot Frank, MD -Jerome Vernick, MD -Mark G. Martens, MD -Steven G. Littleson * -Steven Kairys, MD Meridian Health Foundation: --------------------------- -Domenic M. DiPiero III (Chairperson)* -Peter Cancro (Vice Chairperson)* -Thomas J. Dolan (Treasurer)* -Serena DiMaso, Esq. (Secretary)* -David L. Flood (President)* -Andrew DeMaio, Esq.* -Barbara Ganz -Carol Stillwell * -Christian T. Koerner, MST, CPA, ABV* -Deborah Mathis * -Elizabeth A. Kelly* -Eric M. Kirsch, CFA * -John J. Flynn* -John K. Lloyd * -Karen T. O'Hare * -Kevin L. Buckelew* -Kristen S. Bunnell * -Lucy K. H. Kalian * -Martin F. Pfleger, Esq. * -Nancy Seidenstein -Philip L. Perricone* -Thomas J. Gravina * -William W. Wingard * Bayshore Community Hospital Foundation: --------------------------------------- -Serena DiMaso, Esq. (Chairperson)* -Martin F. Pfleger, Esq. (Vice Chairperson)* -Anderw J. DeMaio, Esq. (Treasurer)* -Barbara Ganz (Secretary)* -David L. Flood (President)* -Adrian M. Pristas, MD -Carol Stillwell* -Fern Esposito* -Gregory A. Buontempo -Janice Mitchell Vassar -John K. Lloyd* -Louis R. Czubachowski -Mollie Giamanco -Moon Choo -Nicholas R. Colisto -Philip J. Scaduto -Robert O'Donnell -Ross Zimmerman -Timothy Hogan* -Wendell Smith, Esq. -William Allingham Jersey Shore University Medical Center Foundation: -------------------------------------------------- -Peter Cancro (Chairperson)* -Eric M. Kirsch, CFA (Vice Chairperson)* -Philip L. Perricone (Treasurer)* -William W. Wingard (Secretary)* -David L. Flood (President)* -Anita Roselle -Barbara Brager -J. Scott Ferguson -Joanne Falcone -John A. Giunco, Jr., Esq. * -John K. Lloyd * -Karen A. Goldblatt -Richard M. Neibart, MD -Stephan C. Lowy -Steven G. Littleson * -T. Burt Barham -Thomas J. Kononowitz* -Vincent J. Puma -William C. Black -William S. Walsh Ocean Medical Center Foundation: -------------------------------- -Kevin L. Buckelew (Chairperson)* -Christian T. Koerner, MST, CPA, ABV (Vice Chairperson)* -Karen T. O'Hare (Treasurer)* -Elizabeth A. Kelly (Secretary)* -David L. Flood (President)* -Dale L. Wegener -Dean Q. Lin -Edward J. Dimon, Esq. -Holly R. Hubbell -James A. Clarke, MD -James A. Urner -John K. Lloyd * -Joseph Leone Introna -Nina Anuario -Richard A. Goldman -Robert A. Monaco, MD -Robert B. O'Brien, Jr. -Thomas J. Sexton -Thomas R. Lake, III MD -Vincent J. Vivona, DO, JD, FACP Riverview Medical Center Foundation: ------------------------------------ -Domenic M. DiPiero III (Chairperson)* -Thomas J. Gravina (Vice Chairperson)* -Kristen S. Bunnell (Treasurer)* -Lucy K. H. Kalian (Secretary)* -David L. Flood (President)* -Carol Stillwell * -Edward J. McKenna, Jr. -Elizabeth Moody Schmalz Ferguson -Howard M. Ross, MD -John K. Lloyd * -Joseph Albertelli -Lawrence W. Sykoff, EdD -Lore Macdonald -Margaret S. Riker -Nancy Mulheren -Peter T. Roselle -Phillipa G. Woodriffe, MD -Richard J. Saker -Steven M. Scopellite -Timothy J. Hogan -William J. Marraccini Southern Ocean Medical Center Foundation: ----------------------------------------- -Thomas J. Dolan (Chairperson)* -Joseph Mancini (Vice Chairperson)* -Joseph T. O'Donnell (Treasurer) -Deborah Mathis (Secretary)* -David L. Flood (President)* -Angela Ominski -Barbara Schmidt -David M. Nilsen -Joan M. Hart -John J. Flynn* -John K. Lloyd * -Joseph P. Coyle -Joseph P. Lattanzi, MD* -Judy Brophy -Marion A. Hergert -Michael Aaron, DO -Michael Bleiman, MD -Peter S. Goldman -Robert J. Simmons -Robert R. Stohrer * -Suzette Whiting -Vicki Malone DISCLOSURE INFORMATION ADDITIONS TO THE GROUP EXEMPTION EFFECTIVE FOR 2012, THREE MERIDAIN HEALTH AFFILIATES RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) WERE ADDED TO THE MERIDIAN HEALTH GROUP EXEMPTION RULING VIA ITS ANNUAL GROUP EXEMPTION RULING UPDATE FILED WITH THE INTERNAL REVENUE SERVICE IN SEPTEMBER 2012. THESE ORGANIZATIONS INCLUDED: - BAYSHORE COMMUNITY HOSPITAL - BAYSHORE HEALTH CARE CENTER, INC. - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. ACCORDINGLY, THE ACTIVITIES AND OPERATIONS OF THESE ORGANIZATIONS ARE INCLUDED IN THIS CONSOLIDATED GROUP 990. THESE ORGANIZATIONS FILED SEPARATE FORMS 990 FOR THE 2011 TAXABLE YEAR. DISCLOSURE INFORMATION CORE FORM, PART X, BALANCE SHEET PLEASE NOTE THE BEGINNING BALANCE SHEET IN CORE FORM, PART X, HAS BEEN RESTATED TO INCLUDE THE BEGINNING BALANCE SHEET OF THE THREE MERIDAIN HEALTH AFFILIATES THAT WERE ADDED TO THE MERIDIAN HEALTH GROUP EXEMPTION RULING VIA ITS ANNUAL GROUP EXEMPTION RULING UPDATE FILED WITH THE INTERNAL REVENUE SERVICE IN SEPTEMBER 2012. THESE ORGANIZATIONS INCLUDED: - BAYSHORE COMMUNITY HOSPITAL - BAYSHORE HEALTH CARE CENTER, INC. - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. SOCH PROPERTIES 1 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 331035243 REAL ESTATE NJ 969980 3719710 SOCH PROP SOCH PROPERTIES 3 CLOCK BLD LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 510538953 REAL ESTATE NJ 212978 1613796 SOCH PROP SOCH PROPERTIES 2 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 260838981 REAL ESTATE NJ 98946 715779 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 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 SVCS NJ NA C CORP. false MERIDIAN HEALTH MANAGEMENT INC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 222519699 HEALTHCARE SVCS NJ NA C CORP. false MERIDIAN HEALTHWARES BRICK 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223571926 HEALTHCARE SVCS NJ NA C CORP. false MERIDIAN HEALTHWARES WEST LONG BRANCH 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223571931 HEALTHCARE SVCS NJ NA C CORP. false COASTAL MEDICAL INSURANCE LTD 44 CHURCH STREET 3RD FLOOR HAMILTON BERMUDA BD HA 12 980166769 FINANCIAL VEHICLE BD NA FOREIGN CORP. false COMPASS HEALTHCARE INC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 223357958 HEALTHCARE SVCS NJ N/A C CORP. false BAYSHORE HEALTHCARE MANAGEMENT CORP 727 NO BEERS ST HOLMDEL NJ 07733 222550716 HEALTHCARE SVCS NJ N/A C CORP. false HCMC INC PO BOX 176 HOLMDEL NJ 07733 222620595 HEALTHCARE SVCS NJ N/A C CORP. false BAYSHORE CENTER FOR REHAB & PHYS THERAPY 1 BETHANY ROAD SUITE 43 HAZLET NJ 07730 223116637 INACTIVE NJ N/A C CORP. false false true true false false false false false false true true true true false true true true true true 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) - BAYSHORE COMMUNITY HOSPITAL (FEID: 21-0744668) - MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - BAYSHORE HEALTH CARE CENTER, INC. (FEID: 22-2715789) - MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) - HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) - MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) - RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) - OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099) - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. (FEID: 22-2367109) - MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) - SOCH PROPERTIES, INC. (FEID: 22-3846197) - MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235) TRANSACTIONS WITH REALTED ORGANIZATIONS SCHDULE R, PART V MERIDIAN HOSPITALS CORPORATION AND CERTAIN OF ITS AFFILIATES ROUTINELY PAY EXPENSES FOR VARIOUS AFFILIATES WITHIN MERIDIAN HEALTH IN THE ORDINARY COURSE OF BUSINESS, INCLUDING THIS ORGANIZATION. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.