HACKENSACK MERIDIAN HEALTH INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
HACKENSACK MERIDIAN HEALTH INC (EIN 01-0649794)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201143189349306824
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-14T17:26:46-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1465 South St Ste 200AddressLine1
CityMorristownCity
StateNJState
ZIP Code079606497ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010649794EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HEALTH SYSTEM INC - SUBSBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMERINameControl
Phone7327517500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 CAMPUS PARKWAYAddressLine1
CityNEPTUNECity
StateNJState
ZIP Code07753ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN J GANTNER CPAName
TitleCFOTitle
Date Signed2011-11-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameScott MarianiName
Phone9738989494Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN K LLOYD FACHENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11350 CAMPUS PARKWAYAddressLine1
CityNEPTUNECity
StateNJState
ZIP Code07753ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1285712752GrossReceipts
Group Return For AffiliatestrueGroupReturnForAffiliates
All Affiliates IncludedtrueAllAffiliatesIncluded
Group Exemption Number3827GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.meridianhealth.comWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileNJStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees10002TotalNbrEmployees
Total Nbr Volunteers2663TotalNbrVolunteers
Total Gross UBI2585991TotalGrossUBI
Net Unrelated Business Txbl Income-5521554NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year20229780ContributionsGrantsPriorYear
Contributions Grants Current Year19671527ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1084772014ProgramServiceRevenuePriorYear
Program Service Revenue CY1238262832ProgramServiceRevenueCY
Investment Income Prior Year8318171InvestmentIncomePriorYear
Investment Income Current Year14364672InvestmentIncomeCurrentYear
Other Revenue Prior Year11023169OtherRevenuePriorYear
Other Revenue Current Year9570971OtherRevenueCurrentYear
Total Revenue Prior Year1124343134TotalRevenuePriorYear
Total Revenue Current Year1281870002TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year520445GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY567922GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year526923282SalariesEtcPriorYear
Salaries Etc Current Year582179905SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year232130TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY338411TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year4321326TotalFundrsngExpCurrentYear
Other Expense Prior Year553665271OtherExpensePriorYear
Other Expenses Current Year626480052OtherExpensesCurrentYear
Total Expenses Prior Year1081341128TotalExpensesPriorYear
Total Expenses Current Year1209566290TotalExpensesCurrentYear
Revenues Less Expenses Prior Year43002006RevenuesLessExpensesPriorYear
Revenues Less Expenses CY72303712RevenuesLessExpensesCY
Total Assets BOY1403061370TotalAssetsBOY
Total Assets EOY1733738284TotalAssetsEOY
Total Liabilities BOY923466841TotalLiabilitiesBOY
Total Liabilities EOY1003299523TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY479594529NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY730438761NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES. THE ENTITIES PROVIDE 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 SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense168807000Expense
Grants0Grants
Revenue186720000Revenue
DescriptionEXPENSES 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 2010 THE ORGANIZATION SERVICED 27,570 CARDIAC CASES FOR A TOTAL OF 53,828 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense91741000Expense
Grants0Grants
Revenue91572000Revenue
DescriptionEXPENSES 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 2010 THE ORGANIZATION SERVICED 41,122 ONCOLOGY CASES FOR A TOTAL OF 19,826 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense77944000Expense
Grants0Grants
Revenue83520000Revenue
DescriptionEXPENSES 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 2010 THE ORGANIZATION SERVICED 15,783 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 28,523 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp650170276TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt567922TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev876833182TotalOfOtherProgramServiceRev
Total Program Service Expense988662276TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvesttrueReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedfalseFinancialStmtAttached
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961200NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees10002NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOHN GANTNERNamePerson
Telephone Number7327517500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11350 CAMPUS PARKWAYAddressLine1
CityNEPTUNECity
StateNJState
ZIP Code07753ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (146 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
PETER REINHART ESQ
CHAIRMAN - TRUSTEE3.0XX000
THOMAS J KONONOWITZ
VICE CHAIRMAN - TRUSTEE3.0XX000
MEREDYTH ARMITAGE
SECRETARY - TRUSTEE3.0XX000
RICHARD AMDUR ESQ
TRUSTEE3.0X000
GREGG AZCUY
TRUSTEE3.0X000
SERENA DIMASO
TRUSTEE3.0X000
PETER S FALVO JR ESQ
TRUSTEE3.0X000
JOHN J FLYNN
TRUSTEE3.0X000
JEFFREY HAGER DO
TRUSTEE3.0X000
WILLIAM LAWLESS
TRUSTEE3.0X000
MARC H LORY
TRUSTEE; EX-OFFICIO - PRES MHC34.0XX1734807054471
JOSEPH H MANCINI
TRUSTEE3.0X000
JOHN ROSE MD
TRUSTEE3.0X1000000
ANTHONY T SCARDELLA MD
TRUSTEE3.0X000
VINCENT VIVONA DO JD FACP
TRUSTEE3.0X9847900
GEORGE YOUNAN MD
TRUSTEE3.0X000
MARTIN J EPSTEIN
TRUSTEE; EX-OFFICIO3.0X000
STEVEN KOERNER DO
TRUSTEE; EX-OFFICIO3.0X3578200
JOHN K LLOYD FACHE
TRUSTEE; EX-OFFICIO - PRES/CEO31.0XX15037370278011
FRANK SHARP MD
TRUSTEE; EX-OFFICIO3.0X3586300
PHILLIPA G WOODRIFFE MD
TRUSTEE ; EX-OFFICIO3.0X3000000
LEONARD J ZAWODNIAK MD
TRUSTEE ; EX-OFFICIO3.0X000
MARTIN M BARGER ESQ
CHAIRMAN - TRUSTEE3.0XX000
RONALD SCHRADER
SECRETARY - TRUSTEE3.0XX000
CHRISTOPHER CARTON
TREASURER - TRUSTEE3.0XX000
KENNETH FITZSIMMONS ESQ
TRUSTEE3.0X000
JOHN A GIUNCO JR ESQ
TRUSTEE3.0X000
WILLIAM HIMELMAN ESQ
TRUSTEE3.0X000
EDWARD R MCGLYNN ESQ
TRUSTEE3.0X000
MAURICE MEYER III
TRUSTEE3.0X000
BARRY WESHNAK
TRUSTEE3.0X000
PETER RABEN
CHAIRMAN - TRUSTEE3.0XX000
SALVATORE INCIARDI
VP/SECRETARY - TRUSTEE3.0XX569242054092
JOHN GANTNER
TRUSTEE - PRESIDENT MHCS43.0XX8231380333288
MARIS LOWN
TRUSTEE3.0X000
BERNARD NATELSON
TRUSTEE3.0X000
JANICE SWEENEY
TRUSTEE3.0X000
BRIAN ROPER MD
TRUSTEE3.0X1482600
ALAN CABASSO MD
SECRETARY - TRUSTEE3.0XX023445059961
ROBERT A PALERMO CPA
TREASURER - TRUSTEE3.0XX350287057960
ELLIOT FRANK MD
TRUSTEE1.0X044203059713
STEVEN KAIRYS MD
TRUSTEE1.0X040526252674
DAVID KOUNTZ MD
TRUSTEE55.0X414018042364
STEVEN G LITTLESON
TRUSTEE3.0X827112048240
CARL M MARCHETTI MD
TRUSTEE - PRESIDENT7.5XX197145037171
JEROME VERNICK MD
TRUSTEE3.0X054663144337
MOLLIE GIAMANCO
CHAIR - TRUSTEE; EX-OFFICIO3.0XX000
ERNEST A SCHERLER
VICE CHAIR - TRUSTEE; EX-OFF.3.0XX000
GEORGE KOLBER
SECRETARY - TRUSTEE; EX-OFF.3.0X000
NANCY SEIDENSTEIN
TREASURER - TRUSTEE3.0XX000
ROBERT D BROEGE ESQ
TRUSTEE3.0X000
DAVID L FLOOD
TRUSTEE; EX-OFFICIO/PRESIDENT50.0XX466944039858
CAROL STILLWELL
TRUSTEE3.0X000
DOMENIC M DIPIERO III
TRUSTEE; EX-OFFICIO3.0X000
RICHARD A GOLDMAN
TRUSTEE; EX-OFFICIO3.0X379100
THOMAS J GRAVINA
TRUSTEE; EX-OFFICIO3.0X000
ERIC M KIRSCH CFA
TRUSTEE; EX-OFFICIO3.0X000
ROBERT C NEFF ESQ
TRUSTEE; EX-OFFICIO3.0X000
ROBERT B OBRIEN JR
TRUSTEE; EX-OFFICIO3.0X000
PHILIP L PERRICONE
TRUSTEE; EX-OFFICIO3.0X000
VINCENT J PUMA
TRUSTEE; EX-OFFICIO3.0X000
STARR D WHEELER
TRUSTEE; EX-OFFICIO3.0X000
T BURT BARHAM
TRUSTEE3.0X000
WILLIAM C BLACK
TRUSTEE3.0X000
PETER CANCRO
TRUSTEE3.0X000
KAREN A GOLDBLATT
TRUSTEE3.0X000
STEPHAN C LOWY
TRUSTEE3.0X000
KENNETH D NAHUM MD
TRUSTEE3.0X302100
RICHARD M NEIBART MD
TRUSTEE3.0X000
SALVATORE PAPPALARDO
TRUSTEE3.0X000
GINA E PETILLO
TRUSTEE3.0X000
ANITA ROSELLE
TRUSTEE3.0X000
WILLIAM W WINGARD
TRUSTEE3.0X000
VERONICA MCTAGUE
TRUSTEE; EX-OFFICIO3.0X000
NINA ANUARIO
TRUSTEE3.0X000
LESLIE H BIRD
TRUSTEE3.0X000
KEVIN L BUCKELEW
TRUSTEE3.0X000
PATRICIA A CLARK
TRUSTEE3.0X88747013871
JAMES CLARKE MD
TRUSTEE3.0X6192101851
EDWARD J DIMON ESQ
TRUSTEE3.0X000
RUTH HARMS
TRUSTEE3.0X000
HOLLY R HUBBELL
TRUSTEE3.0X000
CHRISTIAN T KOERNER MST CPA
TRUSTEE3.0X000
ROBERT A MONACO MD
TRUSTEE3.0X000
KAREN T OHARE
TRUSTEE3.0X000
THOMAS J SEXTON
TRUSTEE3.0X000
DALE L WEGENER
TRUSTEE3.0X000
JOSEPH ALBERTELLI
TRUSTEE3.0X000
TRACY BOYLE
TRUSTEE3.0X000
KRISTEN S BUNNELL
TRUSTEE3.0X000
RICHARD D DONOVAN
TRUSTEE3.0X000
ELIZABETH MOODY SCHMALZ FERGUSON
TRUSTEE3.0X000
ROBERT S JONES JR
TRUSTEE3.0X000
LUCY K H KALIAN
TRUSTEE3.0X000
DOUGLAS LABRECQUE
TRUSTEE3.0X000
LORE MACDONALD
TRUSTEE3.0X000
EDWARD J MCKENNA JR
TRUSTEE3.0X000
MINDY M MINERVA
TRUSTEE3.0X000
MICHAEL OSTER
TRUSTEE3.0X000
MARGARET S RIKER
TRUSTEE3.0X000
PETER T ROSELLE
TRUSTEE3.0X000
LAWRENCE W SYKOFF EDD
TRUSTEE3.0X000
TIMOTHY J HOGAN
TRUSTEE; EX-OFFICIO3.0X5554100152525
RICHARD J LANE
1ST VICE CHAIRMAN - TRUSTEE3.0XX000
DOROTHY RYAN
2ND VICE CHAIR - TRUSTEE3.0XX000
MARION A HERGERT
SECRETARY - TRUSTEE3.0XX000
TIMOTHY G DOLAN
TREASURER - TRUSTEE3.0XX000
MICHAEL AARON MD
TRUSTEE3.0X000
ARTHUR BARRON
TRUSTEE3.0X000
MICHAEL BLEIMAN MD
TRUSTEE3.0X9150000
FRED DUFFY
TRUSTEE3.0X000
PETER S GOLDMAN
TRUSTEE3.0X000
JOAN M HART
TRUSTEE3.0X000
JEFF HORN ESQ
TRUSTEE3.0X000
ABDUL R KHALEEL MD
TRUSTEE3.0X000
JOSEPH LATTANZI MD
TRUSTEE3.0X2075000
DEBORAH MATHIS
TRUSTEE3.0X000
ANNE M NACHMAN ESQ
TRUSTEE3.0X000
DAVID M NILSEN
TRUSTEE3.0X000
KYMBERLY OAKES
TRUSTEE3.0X000
ANGELA OMINSKI
TRUSTEE3.0X000
VICTOR G RUIZ MD
TRUSTEE3.0X000
REVEREND ALBERT J SCHWIND
TRUSTEE3.0X000
MATTHEW J SCHWING
TRUSTEE3.0X000
ROBERT SIMMONS
TRUSTEE3.0X000
RITA BONIN
TRUSTEE; EX-OFFICIO3.0X000
JOSEPH P COYLE
TRUSTEE; EX-OFFICIO3.0X6645560179983
LOUISE B DEVINE
TRUSTEE; EX-OFFICIO3.0X000
JEAN FLESCHE
TRUSTEE; EX-OFFICIO3.0X000
YVONNE ZAUN
TRUSTEE; EX-OFFICIO3.0X000
JOHN E SINDONI SPHR
ASSISTANT SECRETARY40.0X603867062776
ANN B GAVZY ESQ
SENIOR VP & GENERAL COUNSEL55.0517305049650X
REBECCA WEBER
SENIOR VP/CIO55.0468323065192X
RICHARD SCOTT
SENIOR VP; CLINICAL EFFECTIV.54.0463661045761X
RICHARD HADER
SENIOR VP; NURSING55.0329335047259X
DAVID BOSS MD
SENIOR VP; MEDICAL AFFAIRS54.0324977029307X
FRANK C GOLDSTEIN
VP; PHYSICIAN SERVICES55.0406141049373X
KIM CARPENTER MD
VP; CLINICAL EFFECTIVENESS55.0351003046258X
RICHARD A HAND
VP; FINANCE55.0328030030387X
JAMES R MOLLOY
VP; GOVERNMENTAL RELATIONS55.0309411050948X
MICHELLE MENDELSON
VP; MERIDIAN HOME CARE55.0264397044542X
TERRY MANNA
VP; MANAGED CARE55.0308028040084X
MARGARET ACCIANI
REGISTERED NURSE55.0305405027443X
ALEXANDER LEHRER
VP; RISK MANAGEMENT55.0298699032503X
JOSEPH REICHMAN
VP; CLINICAL EFFECTIVENESS52.529657207328X
MARILYN KOCZAN
VP; PATIENT FINANCIAL SERVICES55.0287005060642X
FieldValueIRS element (for citing)
Total Reportable Comp From Org14463235TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1628373TotalReportableCompFrmRltdOrgs
Total Other Compensation2199823TotalOtherCompensation
Number Individuals GT100 K773NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
UMDNJ
PO BOX 2685 LIBERTY PLAZANEW BRUNSWICKNJ089032685MEDICAL5426350
L F DRISCOLL CO
9 PRESIDENTIAL BOULEVARDBALA CYWYDPA19004CONSTRUCTION4565110
ANGELICA TEXTILE SERVICES
44 NEWMANS COURTHEMPSTEADNY11550LAUNDRY3856871
QUALCARE INC
242 OLD NEW BRUNSWICK ROADPISCATAWAYNJ088543754CLAIMS ADMIN.3630675
STORANDT PANN MARGOLIS
15 W HARRIS AVE STE 300LA GRANGEIL60525ADVERTISING3228511
FieldValueIRS element (for citing)
Number Of Contractors GT100 K190NumberOfContractorsGT100K
Fundraising Events1388047FundraisingEvents
Related Organizations1310675RelatedOrganizations
Government Grants7646677GovernmentGrants
All Other Contributions9326128AllOtherContributions
Noncash Contributions575787NoncashContributions
Total Contributions19671527TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
NET PATIENT SERVICE REVENUE54190011830957621183095762
OTHER HEALTHCARE RELATED REVENUE5419002393626223936262
MH REALTY PROGRAM SERVICE REVENUE5419001572185115721851
PHARMACY REVENUE9000991116530711165307
LABORATORY REVENUE621500372147021275091593961

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column622180TotalRevenueColumn
Related Or Exempt Function Income12500RelatedOrExemptFunctionIncome
Unrelated Business Revenue609680UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue1238262832TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10543986TotalRevenueColumn
Exclusion$10,543,986ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1116104TotalRevenueColumn
Exclusion$1,116,104ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real4115538Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real284603Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3830935Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3830935TotalRevenueColumn
Unrelated Business Revenue-13318UnrelatedBusinessRevenue
Exclusion$3,844,253ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other5360179Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other2655597Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other2704582Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2704582TotalRevenueColumn
Exclusion$2,704,582ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events902550GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1388047CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses902550FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
DAY CARE6244101701597395668$1,305,929
CAFETERIA7222101405561$1,405,561
OCCUPATIONAL HEALTH9000991381655$1,381,655

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1251223TotalRevenueColumn
Exclusion$1,251,223ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue5740036TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1281870002TotalRevenueColumn
Related Or Exempt Function Income1236059191RelatedOrExemptFunctionIncome
Unrelated Business Revenue2585991UnrelatedBusinessRevenue
Exclusion$23,553,293ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total363172Total
Program Services363172ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total204750Total
Program Services204750ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total14782664Total
Program Services13304401ProgramServices
Management And General1478263ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total449689259Total
Program Services374910576ProgramServices
Management And General72863933ManagementAndGeneral
Fundraising1914750Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total31659818Total
Program Services25731841ProgramServices
Management And General5927578ManagementAndGeneral
Fundraising399Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total52091913Total
Program Services35800619ProgramServices
Management And General16099202ManagementAndGeneral
Fundraising192092Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total33956251Total
Program Services27011026ProgramServices
Management And General6810241ManagementAndGeneral
Fundraising134984Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total7208548Total
Program Services3948338ProgramServices
Management And General3260210ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1980575Total
Program Services412294ProgramServices
Management And General1568281ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total762835Total
Management And General762835ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total453530Total
Management And General453530ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total338411Total
Fundraising338411Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total556074Total
Management And General556074ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total97624152Total
Program Services84122347ProgramServices
Management And General13501805ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total9634880Total
Program Services282659ProgramServices
Management And General9352221ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total234502366Total
Program Services216713632ProgramServices
Management And General17460536ManagementAndGeneral
Fundraising328198Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total6890967Total
Program Services666169ProgramServices
Management And General6224798ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total1801997Total
Program Services612375ProgramServices
Management And General1189622ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total43908679Total
Program Services25953085ProgramServices
Management And General17749585ManagementAndGeneral
Fundraising206009Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1843372Total
Program Services1009937ProgramServices
Management And General795161ManagementAndGeneral
Fundraising38274Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1650642Total
Program Services594545ProgramServices
Management And General1043159ManagementAndGeneral
Fundraising12938Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total39018854Total
Program Services31702549ProgramServices
Management And General7316305ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total4371001Total
Program Services1162958ProgramServices
Management And General3016475ManagementAndGeneral
Fundraising191568Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total60265148Total
Program Services48984613ProgramServices
Management And General11254376ManagementAndGeneral
Fundraising26159Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total13129618Total
Program Services6353201ProgramServices
Management And General6757201ManagementAndGeneral
Fundraising19216Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROVISION FOR BAD DEBTS49738981472388312112311387839
CONSULTING & PROF. FEES30275617300839970191620
PURCHASED SERVICES1145734686774132675120104813
MAINTENANCE405534131373923970
LICENSES, DUES & FEES12541808598539433

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8873918Total
Program Services2803811ProgramServices
Management And General5875484ManagementAndGeneral
Fundraising194623Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1209566290Total
Program Services988662276ProgramServices
Management And General216582688ManagementAndGeneral
Fundraising4321326Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY366351BOY
EOY372434EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY170860675BOY
EOY219456217EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY7194227BOY
EOY7369032EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY104826111BOY
EOY117039871EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY4060941BOY
EOY6436373EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY14034172BOY
EOY17144987EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3493173BOY
EOY5210638EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1427600299LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec713548900LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY653694990BOY
EOY714051399EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY408763659BOY
EOY614802317EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY9760553BOY
EOY9144200EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY26006518BOY
EOY22710816EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1403061370BOY
EOY1733738284EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY101331589BOY
EOY120639529EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY857002BOY
EOY834790EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY588007954BOY
EOY628851106EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY5417181BOY
EOY10407243EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY227853115BOY
EOY242566855EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY923466841BOY
EOY1003299523EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY428167585BOY
EOY613250863EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY31691082BOY
EOY76435696EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY19735862BOY
EOY40752202EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY479594529BOY
EOY730438761EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1403061370BOY
EOY1733738284EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses72303712ReconcilationRevenueExpenses
Reconcilation Other Changes178540520ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii
General ExplanationTHE 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: 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.GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup
Total Grassroots LobbyingTotalGrassrootsLobbying

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals453530FilingOrganizationsTotals
Affiliated Group Totals453530AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals453530FilingOrganizationsTotals
Affiliated Group Totals453530AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1271539468FilingOrganizationsTotals
Affiliated Group Totals1287791984AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals1271992998FilingOrganizationsTotals
Affiliated Group Totals1288245514AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals1000000AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals250000AffiliatedGroupTotals
FieldValueIRS element (for citing)
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3386743CurrentYearMinus3
Current Year Minus2483314CurrentYearMinus2
Current Year Minus1429800CurrentYearMinus1
Current Year453530CurrentYear
Total1753387Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance35346000BeginningOfYearBalance
Contributions1630000Contributions
Investment Earnings Or Losses2613000InvestmentEarningsOrLosses
Other Expenditures128000OtherExpenditures
End Of Year Balance39461000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance31191000BeginningOfYearBalance
Contributions550000Contributions
Investment Earnings Or Losses3763000InvestmentEarningsOrLosses
Other Expenditures158000OtherExpenditures
End Of Year Balance35346000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance39165000BeginningOfYearBalance
Contributions531000Contributions
Investment Earnings Or Losses-6067000InvestmentEarningsOrLosses
Other Expenditures2438000OtherExpenditures
End Of Year Balance31191000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.48400BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.51600PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis34786477OtherCostOrOtherBasis
Book Value34786477BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis732723391OtherCostOrOtherBasis
Depreciation244225504Depreciation
Book Value488497887BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis39532912OtherCostOrOtherBasis
Depreciation21088517Depreciation
Book Value18444395BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis592782283OtherCostOrOtherBasis
Depreciation444718314Depreciation
Book Value148063969BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis27775236OtherCostOrOtherBasis
Depreciation3516565Depreciation
Book Value24258671BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings714051399TotalOfBookValueLandBuildings

Investments Program Related InvestmentsProgramRelated (30 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
LIMITED USE42163000F
MUTUAL FUNDS; LIMITED USE167652470F
LIMITED USE12439000F
LIMITED USE155103461F
LIMITED USE20223000F
MERRILL LYNCH EQ./FIXED INCOME0F
CONTRACT; LIMITED USE16704000F
LIMITED USE10133861F
LIMITED USE17553684F
FIXED INCOME13769F
CHARITABLE GIFT ANNUITY1368285F
INVESTMENT IN QUALCARE2100000F
SHORE REHABILITATION INSTITUTE2465652F
INVESTMENT IN MONOC37149F
COASTAL COOPERATIVE, LLC772376F
BRICK MAB ASSOCIATES, LLC322955F
REMAINDER TRUST RECEIVABLE7452101F
PERPETUAL TRUST2456221F
PROPERTIES2729185F
ACCRUED INTEREST; LIMITED USE938188F
LIFE INSURANCE CONTRACTS220038F
COMMON STOCK0F
LIMITED USE2674000F
LIMITED USE9368838F
OF FOUNDATIONS57716000F
U.S. TREASURY BILLS13982879F
HEALTH CARE CENTER, INC.59029155F
INVESTMENT IN JFK AT HOME5000000F
OTHER LIMITED USE ASSETS4620F
NJ HEALTHCARE BOND4178430F
FieldValueIRS element (for citing)
Total Of Book Value Program Related614802317TotalOfBookValueProgramRelated
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (13 entries)

DescriptionDescriptionAmountAmount
PARTY PAYORS$54,616,871
ACCRUED PENSION & RETIREMENT$82,438,234
OTHER HEALTHCARE BENEFITS$5,790,805
DUE TO RELATED PARTIES$7,472,416
RESIDENT DEPOSITS$255,041
ACCRUED INTEREST PAYABLE$0
OTHER LONG-TERM LIABILITIES$27,065,649
RESTRICTED USE ASSETS$936,356
CHARITABLE GIFT ANNUITY$476,611
CHARITABLE REMAINDER TRUST$378,320
DUE TO MANAGED PRACTICES$331,161
OTHER CURRENT LIABILITIES$16,371,427
FAIR VALUE OF DERIVATIVE INSTR$46,433,964
FieldValueIRS element (for citing)
Total Of Amounts242566855TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ENDOWMENT FUNDSSCHEDULE D, PART VRESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES.
TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTESCHEDULE D, PART XTHE 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 BIG FOUR CPA FIRM WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THESE ORGANIZATIONS. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2010 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, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2010 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDTIED 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, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2010 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010 AND 2009.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Number Of Offices1NumberOfOffices
Number Of Employees2NumberOfEmployees
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConducted
Specific Services ProvidedFINANCIAL VEHICLESpecificServicesProvided
Total Expenditures9584729TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees2SubtotalNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Subtotal Amount Spent9584729SubtotalAmountSpent
Total Amount Spent9584729TotalAmountSpent
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
COMMUNITY COUNSELING SVCLLCPO BOX 27462NEW YORKNY100877462CAP. CPGN. FUNDRAISINGfalse45193633000004219363
DIRECT LINE TECHNOLOGIES1600 N CARPENTER ROADMODESTOCA953511145PHONE SOLICIT.false1029038411
FieldValueIRS element (for citing)
Total Gross Receipts4529653TotalGrossReceipts
Total Retained By Contractors338411TotalRetainedByContractors
Total Net To Organization4219363TotalNetToOrganization
Licensed StatesNJLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1MHF GALANameOfEvent1
Gross Receipts Event1767165GrossReceiptsEvent1
Charitable Contributions Event1514378CharitableContributionsEvent1
Gross Revenue Event1252787GrossRevenueEvent1
Cash Prizes Event119500CashPrizesEvent1
Rent Facility Costs Event1120903RentFacilityCostsEvent1
Food And Beverage Event15719FoodAndBeverageEvent1
Entertainment Event18000EntertainmentEvent1
Other Direct Expenses Event198665OtherDirectExpensesEvent1
Name Of Event2JS SWTHRT BALLNameOfEvent2
Gross Receipts Event2270959GrossReceiptsEvent2
Charitable Contributions Event2194984CharitableContributionsEvent2
Gross Revenue Event275975GrossRevenueEvent2
Cash Prizes Event29725CashPrizesEvent2
Rent Facility Costs Event257402RentFacilityCostsEvent2
Entertainment Event24000EntertainmentEvent2
Other Direct Expenses Event24848OtherDirectExpensesEvent2
Total Number Of Other Events13TotalNumberOfOtherEvents
Gross Receipts Other Events1252473GrossReceiptsOtherEvents
Charitable Contrib Other Events678685CharitableContribOtherEvents
Gross Revenue Other Events573788GrossRevenueOtherEvents
Cash Prizes Other Events21300CashPrizesOtherEvents
Non Cash Prizes Other Events13686NonCashPrizesOtherEvents
Rent Facility Costs Other Events261307RentFacilityCostsOtherEvents
Food And Beverage Other Events110291FoodAndBeverageOtherEvents
Entertainment Other Events15265EntertainmentOtherEvents
Other Direct Expenses Other Events151939OtherDirectExpensesOtherEvents
Gross Receipts Total2290597GrossReceiptsTotal
Charitable Contributions Total1388047CharitableContributionsTotal
Gross Revenue Total Events902550GrossRevenueTotalEvents
Cash Prizes Total Events50525CashPrizesTotalEvents
Non Cash Prizes Total Events13686NonCashPrizesTotalEvents
Rent Facility Costs Total Events439612RentFacilityCostsTotalEvents
Food And Beverage Total Events116010FoodAndBeverageTotalEvents
Entertainment Total Events27265EntertainmentTotalEvents
Other Direct Expenses Total Events255452OtherDirectExpensesTotalEvents
Direct Expense Summary Events902550DirectExpenseSummaryEvents

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierPROFESSIONAL FUNDRAISERIdentifier
Return ReferenceSCHEDULE G, PART I; QUESTION 2ReturnReference
ExplanationDURING 2010 MERIDIAN PARTICIPATED IN A TELEPHONE FUNDRAISING INITIATIVE WITH THE GOAL OF RAISING FUNDS TO FURTHER ITS HEALTHCARE MISSION AND ALSO TO INCREASE THE COMMUNITY'S AWARENESS OF MERIDIAN'S CHARITABLE PURPOSE. TO ACHIEVE THIS GOAL, MERIDIAN UTILIZED THE SERVICES OF CONSULTANTS TO SOLICIT COMMUNITY MEMBER'S PARTICIPATION. MERIDIAN INCURRED A FIXED FEE FOR THE CONSULTANT'S SERVICES, AND REPORTED THE TOTAL EXPENSE INCURRED IN 2010.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To Most HospitalsXPolicyAppliedToMostHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare

Discounted Other DiscountedOther

FieldValueIRS element (for citing)
OtherXOther
Discounted Other Percentage500.DiscountedOtherPercentage
FieldValueIRS element (for citing)
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgettrueExpensesExceededBudget
Unable To Provide CarefalseUnableToProvideCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense47365396TotalCommunityBenefitExpense
Direct Offsetting Revenue9832779DirectOffsettingRevenue
Net Community Benefit Expense37532617NetCommunityBenefitExpense
Percent Of Total Expense0.03790PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense20525941TotalCommunityBenefitExpense
Direct Offsetting Revenue15058374DirectOffsettingRevenue
Net Community Benefit Expense5467567NetCommunityBenefitExpense
Percent Of Total Expense0.00550PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense88052TotalCommunityBenefitExpense
Net Community Benefit Expense88052NetCommunityBenefitExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense67979389TotalCommunityBenefitExpense
Direct Offsetting Revenue24891153DirectOffsettingRevenue
Net Community Benefit Expense43088236NetCommunityBenefitExpense
Percent Of Total Expense0.04350PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense1858173TotalCommunityBenefitExpense
Direct Offsetting Revenue131321DirectOffsettingRevenue
Net Community Benefit Expense1726852NetCommunityBenefitExpense
Percent Of Total Expense0.00170PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense45581822TotalCommunityBenefitExpense
Direct Offsetting Revenue6679681DirectOffsettingRevenue
Net Community Benefit Expense38902141NetCommunityBenefitExpense
Percent Of Total Expense0.03920PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense58398936TotalCommunityBenefitExpense
Direct Offsetting Revenue49850046DirectOffsettingRevenue
Net Community Benefit Expense8548890NetCommunityBenefitExpense
Percent Of Total Expense0.00860PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense1279963TotalCommunityBenefitExpense
Net Community Benefit Expense1279963NetCommunityBenefitExpense
Percent Of Total Expense0.00130PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense460666TotalCommunityBenefitExpense
Net Community Benefit Expense460666NetCommunityBenefitExpense
Percent Of Total Expense0.00050PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense107579560TotalCommunityBenefitExpense
Direct Offsetting Revenue56661048DirectOffsettingRevenue
Net Community Benefit Expense50918512NetCommunityBenefitExpense
Percent Of Total Expense0.05130PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense175558949TotalCommunityBenefitExpense
Direct Offsetting Revenue81552201DirectOffsettingRevenue
Net Community Benefit Expense94006748NetCommunityBenefitExpense
Percent Of Total Expense0.09480PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$9,866,893BadDebtExpenseAmount
Amount Attributable To3378434AmountAttributableTo
Amount Reimbursed By Medicare313256279AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare352516004CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-39259725MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
HEALTH VILLAGE IMAG
RADIOLOGY MEDICAL SERVICES0.500000.50000
SOUTHERN OCEAN CTY
DIALYSIS CLINIC LLC
DIALYSIS MEDICAL SERVICES0.245000.75500
FieldValueIRS element (for citing)
Number Of Hospital Facilities4NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (4 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalChildrens HospitalChildrensHospitalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
JERSEY SHORE UNIVERSITY MEDICAL CENTER
11945 ROUTE 33NEPTUNENJ07753XXXXXX
RIVERVIEW MEDICAL CENTER
2ONE RIVER PLAZARED BANKNJ07701XXXX
OCEAN MEDICAL CENTER
3425 JACK MARTIN BOULEVARDBRICKNJ08724XXXX
SOUTHERN OCEAN MEDICAL CENTER
41140 RT 72 WESTMANAHAWKINNJ08050XXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (4 entries)

Hospital Facility NumberHospitalFacilityNumber
JERSEY SHORE UNIVERSITY MEDICAL CENTER
1
RIVERVIEW MEDICAL CENTER
2
OCEAN MEDICAL CENTER
3
SOUTHERN OCEAN MEDICAL CENTER
4

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities21NumberOfOtherFacilities

Other Facilities OtherFacilities (21 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACENEPTUNENJ07753OUTPATIENT DIALYSIS
OCEAN MEDICAL CENTER DIALYSIS
1640 ROUTE 88 SUITE 102BRICKNJ08724OUTPATIENT DIALYSIS
BOOKER OUTPATIENT DIALYSIS CENTER
48 EAST FRONT STREETRED BANKNJ07701OUTPATIENT DIALYSIS
OCEAN CARE CENTER
1517 RICHMOND AVENUEPOINT PLEASANTNJ08742URGENT CARE
MERIDIAN OP REHAB SVCS AT NEPTUNE
2100 CORLIES AVENUE SUITE 2NEPTUNENJ07753PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY
SNORING & SLEEP DISORDER CTR OF HOLMDEL
100 COMMONS WAY SUITE 1HOLMDELNJ07733SLEEP LAB
PARK PLACE COMM MENTAL HEALTH CENTER
1101 BOND STREETASBURY PARKNJ07712GROUP THERAPY, FAMILY THERAPY, PSYCHIATRIC EVALUATION
MERIDIAN LIFE FITNESS AND REHABILITATION
801 ARNOLD AVENUEPOINT PLEASANTNJ08742PHYSICAL THERAPY/FITNESS
FAMILY HEALTH CENTER
1828 WEST LAKE AVENUENEPTUNENJ07753CLINIC
THE SLEEP CARE CENTER
1809 CORLIES AVENUE SUITE 3NEPTUNENJ07753SLEEP LAB
NAUTILUS HEALTH SERVICES
53 NAUTILUS DRIVEMANAHAWKINNJ08050CLINIC/SLEEP LAB
RIVERVIEW OUTPATIENT BEHAVIORAL HEALTH
661 SHREWSBURY AVENUESHREWSBURYNJ07702MENTAL HEALTH
MERIDIAN REHABILITATION AT HOLMDEL
100 COMMONS WAY SUITE 120HOLMDELNJ07733PHYSICAL THERAPY
JSMC OUTPATIENT BEHAVIORAL HEALTH
402 RT 35NEPTUNENJ07754CHILDREN'S PARTIAL HOSPITAL/ MEDICATION MONITORING/ THERAPEUTIC NURSERY O/P SVCS
MERIDIAN REHABILITATION AT MANALAPAN
195 RT 9 SOUTHMANALAPANNJ07726REHAB
OCEAN CLUBFAMILY RESOURCE CENTER
700 SOUTH MAIN STREETSTAFFORD TWPNJ09092PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS
JERSEY SHORE OP BEHAVIORAL HEALTH
3535 RT 66 SUITE DNEPTUNENJ07753PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE
MERIDIAN REHABILITATION AT FORKED RIVER
730 LACEY ROADFORKED RIVERNJ08731PHYSICAL THERAPY
CENTER FOR SLEEP DISORDERS
2446 CHURCH ROAD SUITE 3ATOMS RIVERNJ08753SLEEP LAB
MERIDIAN REHAB AT LITTLE EGG HARBOR
279 MATHISTOWN ROADLITTLE EGG HARBORNJ08087PHYSICAL THERAPY/OCCUPATIONAL THERAPY
TRANSITIONAL MEDICATION SERVICE
51 DAVIS AVENUENEPTUNENJ07753PSYCHIATRIC EVALUATION/ MEDICATION MANAGEMENT

Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FINANCIAL ASSISTANCE POLICYSCHEDULE H, PART I, LINE 2ON JULY 1, 2010, SOMC, AN ENTITY INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED FORM 990, MERGED INTO ITS SOLE MEMBER MERIDIAN HOSPITALS CORPORATION ("MHC"). SOMC FILED A FINAL FEDERAL FORM 990 FOR THE SHORT PERIOD JANUARY 1, 2010 THROUGH JUNE 30, 2010. FOR THE PERIOD JULY 1, 2010 THROUGH DECEMBER 31, 2010, SOMC IS INCLUDED AS A DIVISION OF MHC WITHIN THIS CONSOLIDATED GROUP FORM 990. Please note that, during the 2010 year, SOMC utilized a financial assistance policy that was substantially similar to that of MHC and in compliance with state regulations. As a result of the statutory merger in 2010, SOMC, as of December 31, 2010, is in the process of transitioning to the same financial assistance policy of MHC which is expected to be completed during 2012.
FINANCIAL ASSISTANCE ELIGIBILITYSCHEDULE H, PART I, LINE 3CNOT APPLICABLE. THE ORGANIZATION USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE.
COMMUNITY BENEFIT REPORTSCHEDULE H, PART I, LINE 6AMERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2010, DEVOTED MORE THAN $94 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $3.3 MILLION AND MEDICARE SHORTFALL OF $39.2 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2010 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COSTSCHEDULE H, PART I, LINE 7THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $43,963,000; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION ONLY.
BAD DEBT EXPENSESCHEDULE H, PART III, LINE 4BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION, RECEIVES AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY. COLLECTIBILITY OF ACCOUNTS RECEIVABLE ------------------------------------- THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTIBILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTIBILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES PROVIDED. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE ------------ THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. THE CORPORATION RECEIVES PARTIAL REIMBURSEMENT FOR THE UNCOMPENSATED CARE PROVIDED. DURING THE YEARS ENDED DECEMBER 31, 2010 AND 2009 THE CORPORATION PROVIDED APPROXIMATELY $263,800,000 AND $194,500,000 AT GROSS CHARGES, RESPECTIVELY, OF MEDICAL CARE TO MEMBERS OF THE COMMUNITIES WHO WERE UNINSURED, UNDERINSURED OR LACKED THE FINANCIAL RESOURCES TO PAY FOR THEIR CARE. MERIDIAN UTILIZED A COST TO CHARGE RATIO METHODOLOGY IN CALCULATING THE BAD DEBT EXPENSE REFLECTED IN SCHEDULE H, PART III. MERIDIAN RETAINED THE SERVICES OF AN OUTSIDE INDEPENDENT CONSULTANT TO ACQUIRE DOCUMENTATION FROM NON-COMPLIANT CHARITY CARE PATIENTS. THE CONSULTANT DETERMINES AND RECORDS, AT GROSS CHARGES, THE AMOUNT OF THE NON-COMPLIANT CHARITY CARE PATIENTS FOR WHICH THEY DO NOT RECEIVE ANY DOCUMENTATION. MERIDIAN APPLIES ITS COST TO CHARGE RATIO TO THE GROSS CHARGE AMOUNT DOCUMENTED BY THE CONSULTANT TO CALCULATE THE AMOUNT DISCLOSED ON SCHEDULE H, PART III, SECTION A, LINE 3.
MEDICARE SHORTFALLSCHEDULE H, PART III, LINE 8MEDICARE COSTS WERE DERIVED FROM THE 2010 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED "DUAL ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE.
MEDICARE SHORTFALL CONTINUEDSCHEDULE H, PART III, LINE 8FOR JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER AND OCEAN MEDICAL CENTER, MERIDIAN USES THE SIEMENS COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES. AS A RESULT OF A STATUTORY MERGER, SOUTHERN OCEAN MEDICAL CENTER BECAME A DIVISION OF MERIDIAN HOSPITALS CORPORATION EFFECTIVE JULY 1, 2010. SOUTHERN OCEAN MEDICAL CENTER HAS NOT INTEGRATED ITS SYSTEMS INTO MERIDIAN'S SYSTEMS AND DOES NOT USE THE SAME COSTING METHODOLOGY AS MERIDIAN. SOUTHERN OCEAN MEDICAL CENTER USES THE RATIO COST TO CHARGE METHODOLOGY TO CALCULATE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS.
DEBT COLLECTION POLICYSCHEDULE H, PART III, LINE 9BMERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - ACCOUNTS UNDER $7,500 THAT REACH THE END OF THE CYCLE AUTOMATICALLY TRANSFER TO THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - PAYMENTS AND FILES ARE RECONCILED THROUGH THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM REPORT (RMSSMS REC TOTALS) WHICH IS SENT TO MERIDIAN'S FINANCE DEPARTMENT. - AUTOMATIC TRANSFER TO A SECONDARY COLLECTION AGENCY OCCURS 180 DAYS AFTER PRIMARY PLACEMENT. - AUTOMATIC TRANSFER TO A TERTIARY ATTORNEY OCCURS 180 DAYS AFTER SECONDARY ASSIGNMENT.
FACILITY POLICIES AND PRACTICESSCHEDULE H, PART V; SECTION BNOT APPLICABLE.
NEEDS ASSESSMENTSCHEDULE H, PART VI; QUESTION 2ASSESSING THE LOCAL HEALTH NEEDS -------------------------------- IN 2010, MERIDIAN EMBARKED ON A STRATEGIC PROCESS OF REASSESSING THE AREA'S HEALTHCARE NEEDS. AN INTERNAL COMMUNITY HEALTH STEERING COMMITTEE WAS ESTABLISHED UNDER THE LEADERSHIP OF THE SENIOR VICE PRESIDENT OF CLINICAL EFFECTIVENESS AND THE DIRECTOR OF COMMUNITY OUTREACH. THE STEERING COMMITTEE IS COMPRISED OF SENIOR LEADERS FROM EACH MERIDIAN HOSPITAL, PARTNER COMPANIES AND OTHER CORPORATE DEPARTMENTS AND EXISTS FOR CONTINUOUS ASSESSMENT, PLANNING AND IMPLEMENTATION OF COMMUNITY HEALTH NEEDS. THE COMMITTEE CONVENES ON A REGULAR BASIS, HAS DEVELOPED A WORK PLAN TO ENSURE GOALS AND DELIVERABLES ARE ACHIEVED, AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH ALL APPLICABLE REGULATORY REQUIREMENTS WITH REGARD TO COMMUNITY BENEFITS. USING A NATIONALLY RENOWNED RESEARCH FIRM, MERIDIAN SURVEYED 1,000 HOUSEHOLDS VIA TELEPHONE IN MONMOUTH AND OCEAN COUNTIES TO GATHER LOCAL RESIDENTS' VIEWS OF THEIR COMMUNITY'S MOST CRITICAL HEALTH NEEDS. THIS COMMUNITY HEALTH ASSESSMENT, A FOLLOW-UP TO A SIMILAR STUDY CONDUCTED IN 2006, IS A SYSTEMATIC, DATA-DRIVEN APPROACH TO DETERMINING THE HEALTH STATUS, BEHAVIORS AND NEEDS OF OUR RESIDENTS AND WILL SERVE AS A TOOL TO REACHING THREE BASIC GOALS: TO IMPROVE RESIDENTS' HEALTH STATUS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE, TO REDUCE THE HEALTH DISPARITIES AMONG RESIDENTS AND TO INCREASE ACCESSIBILITY TO PREVENTIVE SERVICES FOR ALL RESIDENTS. THE SURVEY INSTRUMENT USED FOR THE STUDY IS LARGELY BASED ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S BEHAVIORAL RISK SURVEILLANCE SYSTEM AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION AS WELL AS OTHER RECOGNIZED HEALTH ISSUES. THE SAMPLE DESIGN FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,054 INDIVIDUALS AGE 18 AND OLDER AND WAS CONSTRUCTED TO INCLUDE MINIMUM SAMPLE THRESHOLDS FOR EACH HOSPITAL SERVICE AREA AS WELL AS AFRICAN AMERICAN AND LATINO RESPONDENTS. IN ADDITION, FIVE FOCUS GROUPS WERE CONDUCTED WITH A TOTAL OF 32 KEY PERSONS IN THE COMMUNITY INCLUDING MEMBERS OF THE HOSPITALS' COMMUNITY ADVISORY COMMITTEES, LOCAL HEALTH DEPARTMENT OFFICIALS, AND OTHER COMMUNITY LEADERS. THESE FINDINGS REPRESENT QUALITATIVE RATHER THAN QUANTITATIVE DATA. THE GROUPS WERE DESIGNED TO GATHER INPUT FROM PARTICIPANTS REGARDING THEIR OPINIONS AND PERCEPTIONS OF THE HEALTH OF THE RESIDENTS OF THE AREA. A VARIETY OF SECONDARY DATA SOURCES WERE ALSO CONSULTED TO COMPLEMENT THE SURVEY AND FOCUS GROUP DATA AND INCLUDES; STATE OF NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES, NEW JERSEY UNIFORM CRIME REPORT, CENTERS FOR DISEASE CONTROL & PREVENTION, ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE BUSINESS INFORMATION SOLUTIONS GROUP DEMOGRAPHIC PORTFOLIO (PROJECTIONS BASED ON US CENSUS) AND NATIONAL CENTER FOR HEALTH STATISTICS. THESE SOURCES HAVE DATA AND INFORMATION ON PRIMARY AND CHRONIC DISEASE NEEDS AND OTHER HEALTH ISSUES OF THE UNINSURED, LOW INCOME AND MINORITY GROUPS. ADDITIONALLY, THESE AND OTHER SECONDARY SOURCES WERE USED TO DEVELOP A LIST OF EXISTING RESOURCES OF HEALTH CARE SERVICES AT MERIDIAN AS WELL AS OTHER PROVIDERS IN THE AREA. MERIDIAN HAS IDENTIFIED FOUR SOURCES OF BENCHMARKING DATA THAT IT WILL USE THROUGHOUT THE ASSESSMENT PROCESS AND INCLUDES, TRENDING DATA FROM THE SIMILAR SURVEY CONDUCTED IN 2006, NEW JERSEY RISK FACTOR DATA FROM SECONDARY SOURCES LISTED PREVIOUSLY, NATIONWIDE RISK FACTOR DATA, ALSO FROM SECONDARY SOURCES AND FINALLY, HEALTHY PEOPLE 2020 TARGETS. HEALTHY PEOPLE PROVIDES SCIENCE-BASED, 10-YEAR NATIONAL OBJECTIVES FOR IMPROVING THE HEALTH OF ALL AMERICANS. FINDINGS OF THE ASSESSMENT ARE REVIEWED TOGETHER WITH MERIDIAN'S COMMUNITY ADVISORY COMMITTEES, LOCAL HEALTH DEPARTMENT OFFICIALS, PHYSICIANS, OTHER AREA HOSPITALS AND COMMUNITY LEADERS, WITH THE GOAL OF SELECTING AND PRIORITIZING THE TOP HEALTH CONCERNS FOR MERIDIAN AND OTHERS TO ADDRESS OVER THE NEXT THREE YEARS. THIS COLLABORATIVE EFFORT WILL RESULT IN HOSPITAL-BASED, COMMUNITY HEALTH IMPLEMENTATION PLANS, WHICH WILL BE COMPLETE IN THE FIRST QUARTER OF 2012. MERIDIAN CONVENES SEVERAL HOSPITAL-BASED, COMMUNITY ADVISORY COMMITTEES (CAC) WHOSE MISSION 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, MERIDIAN'S LATINO COMMUNITY ADVISORY COMMITTEE, 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 100 PEOPLE FROM THE SURROUNDING AREA SERVE AS MEMBERS OF MERIDIAN'S COMMUNITY ADVISORY COMMITTEES. MERIDIAN PARTICIPATES IN MONMOUTH AND OCEAN COUNTIES' STRATEGIC PLANNING PROCESS CALLED, MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP). STAKEHOLDERS FROM LOCAL HEALTH DEPARTMENTS, AREA AGENCIES AND COMMUNITY-BASED ORGANIZATIONS WORK TOGETHER TO IDENTIFY STRATEGIC HEALTH ISSUES AFFECTING THE COUNTIES. THESE ISSUES INCLUDED BARRIERS TO HEALTH CARE, COMPREHENSIVE HEALTH CARE DESPITE THE HIGH COST OF LIVING IN MONMOUTH COUNTY, TOBACCO, DRUGS AND ALCOHOL, TRANSPORTATION BARRIERS, CANCER MORBIDITY, AND THE GROWING OLDER ADULT POPULATION. THE PLANNING PROCESS RESULTED IN THE DEVELOPMENT OF A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOR EACH COUNTY. IN 2010, MERIDIAN COMMITTED TO SHARE THE RESULTS OF ITS COMMISSIONED NEEDS ASSESSMENT RESEARCH TO FURTHER REFINE AND ADJUST THE EXISTING CHIPS FOR BOTH COUNTIES. IN ADDITION, MERIDIAN MAINTAINS PARTNERSHIPS AND COLLABORATES WITH A VARIETY OF COMMUNITY AND HEALTH CARE ORGANIZATIONS INCLUDING, AMERICAN CANCER SOCIETY, AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION, MONMOUTH COUNTY CANCER COALITION, OCEAN COUNTY CANCER COALITION, PEDIATRIC ASTHMA COALITION OF NJ, NJ DEPARTMENT OF HEALTH AND SENIOR SERVICES, AS WELL AS COUNTY AND LOCAL MUNICIPAL HEALTH DEPARTMENTS, SEVERAL AREA YMCAS AND OTHERS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCESCHEDULE H, PART VI; QUESTION 3MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS.
COMMUNITY INFORMATIONSCHEDULE H, PART VI; QUESTION 4MERIDIAN HEALTH OPERATES 6 HOSPITALS IN MONMOUTH AND OCEAN COUNTIES, NEW JERSEY. the following information is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY OCEAN COUNTY POPULATION, 2010 630,380 576,567 UNDER 5 YEARS OF AGE, 2009 5.7% 6.8% UNDER 18 YEARS OF AGE, 2009 23.9% 23.0% 65 YEARS OLD AND OVER, 2009 13.4% 21.1% HOUSEHOLDS BELOW POVERTY LEVEL, 2009 6.9% 8.2% MEDIAN HOUSEHOLD INCOME, 2009 $ 80,231 $ 59,456 RACIAL COMPOSITION, 2010: WHITE 76.7% 85.9% AFRICAN AMERICAN 7.4% 3.2% ASIAN 5.0% 1.7% HISPANIC OR LATINO ORIGIN 9.7% 8.3% OTHER 1.2% 0.9%
PROMOTION OF COMMUNITY HEALTHSCHEDULE H, PART VI; QUESTION 5THIS ORGANIZATION 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 SYSTEMSCHEDULE H, PART VI; QUESTION 6MERIDIAN 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. SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. MERIDIAN HEALTH SYSTEM 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. SYSTEM ACTIVE HOSPITALS INCLUDE: JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL AND K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOSPITALS CORPORATION ------------------------------ MERIDIAN HOSPITALS CORPORATION ("HOSPITALS") IS A NOT FOR-PROFIT CORPORATION THAT OPERATES AN ACUTE CARE HOSPITAL SYSTEM, WHICH PROVIDES PRIMARY AND TERTIARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. HOSPITALS ALSO PROVIDES PROGRAMS FOR MEDICAL TRAINING, RESEARCH, EDUCATION AND CONDUCTS ACTIVITIES ESTABLISHED TO IMPROVE THE HEALTH OF ITS COMMUNITIES. HOSPITALS INCLUDES JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, K. HOVNANIAN CHILDREN'S HOSPITAL AND BAYSHORE COMMUNITY HOSPITAL, A WHOLLY OWNED SUBSIDIARY OF HOSPITALS AND NOT INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 661-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. JSUMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, JSUMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, JSUMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. RIVERVIEW MEDICAL CENTER ------------------------ RIVERVIEW MEDICAL CENTER ("RMC") IS A 492-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN RED BANK, MONMOUTH COUNTY, NEW JERSEY. RMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, RMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, RMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OCEAN MEDICAL CENTER -------------------- OCEAN MEDICAL CENTER ("OMC") IS A 303-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. OMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, OMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, OMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SOUTHERN OCEAN MEDICAL CENTER ----------------------------- SOUTHERN OCEAN MEDICAL CENTER ("SOMC") IS A 186-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN MANAHAWKIN, OCEAN COUNTY, NEW JERSEY. SOMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, SOMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SOMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. BAYSHORE COMMUNITY HOSPITAL --------------------------- BAYSHORE COMMUNITY HOSPITAL ("BCH") IS A 238-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN HOLMDEL, MONMOUTH COUNTY, NEW JERSEY. BCH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BCH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, BCH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. K. HOVNANIAN CHILDREN'S HOSPITAL -------------------------------- K. HOVNANIAN CHILDREN'S HOSPITAL ("HOVNANIAN") IS A NON-PROFIT ACUTE CARE CHILDREN'S HOSPITAL LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. HOVNANIAN OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, HOVNANIAN PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL CHILDREN IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, HOVNANIAN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SHORE REHABILITATION INSTITUTE, INC. ------------------------------------ SHORE REHABILITATION INSTITUTE, INC. ("SRI") IS AN 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
STATE FILING OF COMMUNITY BENEFIT REPORTSCHEDULE H, PART VI; QUESTION 7NOT 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (17 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN CANCER SOCIETY
801 BROAD STREETSHREWSBURYNJ07702131788491501(C)(3)23900RESEARCH SUPPORT
AMERICAN HEART ASSOCIATION
1 UNION STROBBINSVILLENJ08691135613797501(C)(3)21350RESEARCH SUPPORT
HOLIDAY EXPRESS
968 SHREWSBURY AVETINTON FALLSNJ07724222470019501(C)(3)7500SAFETY & WELLNESS
JUVENILE DIABETES RESEARCH FOUNDATION
120 WALL STREETNEW YORKNY100054001231707729501(C)(3)6000CHILDREN'S HEALTH
AMERICAN RED CROSS
1540 W PARK AVETINTON FALLSNJ07020530196605501(C)(3)5500SAFETY & WELLNESS
BAYSHORE COMMUNITY HOSPITAL FDN
727 N BEERS STHOLMDELNJ07733222367109501(C)(3)6400SAFETY & WELLNESS
BIG BROTHERS BIG SISTERS
174 MAIN STEATONTOWNNJ07724222115416501(C)(3)12500CHILDREN'S HEALTH
MONMOUTH PARK CHARITY FUND
175 OCEANPORT AVEOCEANPORTNJ07757226063135501(C)(3)5500SAFETY & WELLNESS
RED BANK RIVER CENTER
20 BROAD STRED BANKNJ07701223133371501(C)(3)12000COMMUNITY SUPPORT
TWO RIVER THEATER COMPANY
21 BRIDGE AVERED BANKNJ07701521857757501(C)(3)11800ART & CULTURE
MONMOUTH UNIVERSITY
400 CEDAR AVEWEST LONG BRANCHNJ07764210634584501(C)(3)7000EDUCATIONAL SUPPORT
BOY SCOUTS OF AMERICA
705 GINESI DRIVEMORGANVILLENJ07751223626147501(C)(3)8400CHILDREN'S HEALTH
BROOKDALE COMMUNITY COLLEGE FOUNDATION TRUST
765 NEWMAN SPRINGS ROADLINCROFTNJ07738237245431501(C)(3)6000EDUCATIONAL SUPPORT
FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC
3300 ROUTE 66NEPTUNENJ07753222622522501(C)(3)5200SAFETY & WELLNESS
GEORGIAN COURT
900 LAKEWOOD AVENUELAKEWOODNJ08701210634981501(C)(3)51500EDUCATION
JERSEY SHORE COUNCIL BSA
1518 RIDGEWAY ROADTOMS RIVERNJ08755210634999501(C)(3)11000PROGRAM SUPPORT
THE ALEXANDRA ROSE TOZZI MEMORIAL FDN
1011 HIGHWAY 71SPRING LAKENJ07762206130205501(C)(3)5500PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants73TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEDUCATIONAL SCHOLARSHIPSTypeOfGrant
Number Of Recipients163NumberOfRecipients
Amount Of Cash Grant204750AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDSIdentifier
Return ReferenceSCHEDULE I, PART I; QUESTION 2ReturnReference
ExplanationOVER 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (31 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARC H LORY
52850101500000105630602946002501101789278010153520
JOHN K LLOYD FACHE
8991290540000064608025286102515001781748000
SALVATORE INCIARDI
31142101150000142821033028021064062333401209490
JOHN GANTNER
5765290215000031609030986402342401156426000
ALAN CABASSO MD
02256530008797040852019109029441100
ROBERT A PALERMO CPA
2674370600000228500359520220080408247000
ELLIOT FRANK MD
0361750040000040280039104020609050174300
STEVEN KAIRYS MD
0324473022500058289032389020285045793600
DAVID KOUNTZ MD
3536300450000153880210320213320456382000
STEVEN G LITTLESON
50703801350000185074025978022262087535201582740
CARL M MARCHETTI MD
1519500165220286730210370161340234316000
JEROME VERNICK MD
0462179025512058940030503013834059096800
DAVID L FLOOD
34256401050000193800173530225050506802000
TIMOTHY J HOGAN
44824001000000717001310390214860707935000
JOSEPH P COYLE
420976021750002608001529720270110844539000
JOHN E SINDONI SPHR
33018801125000161179039552023224066664301525220
ANN B GAVZY ESQ
326184080000011112102658602306405669550918460
REBECCA WEBER
363896095000094270494630157290533515000
RICHARD SCOTT
3582410820000234200224380233230509422000
RICHARD HADER
2558950600000134400244180228410376594000
DAVID BOSS MD
276874041000071030166350126720354284000
FRANK C GOLDSTEIN
3117400650000294010337410156320455514000
KIM CARPENTER MD
297564044000094390251060211520397261000
RICHARD A HAND
251717070300060130163190140680358417000
JAMES R MOLLOY
249349055000050620280460229020360359000
MICHELLE MENDELSON
215710047000016870222140223280308939000
TERRY MANNA
2353590500000226690193770207070348112000
MARGARET ACCIANI
28471100020694025738017050332848000
ALEXANDER LEHRER
218187051000029512027669048340331202000
JOSEPH REICHMAN
2850000001157204900024280303900000
MARILYN KOCZAN
216495046000024510055705049370347647000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
COMPENSATION INFORMATIONSCHEDULE J, PART I; QUESTION 4BTHE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2010 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $1,015,352; SALVATORE INCIARDI, $120,949; STEVEN G. LITTLESON, $158,274; JOHN E. SINDONI, SPHR, $152,522 AND ANN B. GAVZY, ESQ., $91,846. THE DEFERRED COMPENSATION AMOUNTS IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") 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 2010 FORM W-2, AS TAXABLE WAGES: JOHN GANTNER, $186,130; ROBERT A. PALERMO, CPA, $14,460; TIMOTHY J. HOGAN, $106,965; JOSEPH P. COYLE, $133,058; REBECCA WEBER, $18,500 AND MARILYN KOCZAN, $11,810. THE DEFERRED COMPENSATION AMOUNTS IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A RETENTION AGREEMENT 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 2010 FORM W-2, AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $200,000 AND JOHN GANTNER, $100,000.
COMPENSATION INFORMATIONSCHEDULE J, PART I; QUESTION 7THE FOLLOWING INDIVIDUALS RECEIVED A BONUS DURING CALENDAR YEAR 2010 WHICH BONUS AMOUNTS WERE INCLUDED IN COLUMN B (II) HEREIN AND IN EACH INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARC H. LORY, $150,000; JOHN K. LLOYD, FACHE, $540,000; SALVATORE INCIARDI, $115,000; JOHN GANTNER, $215,000; ROBERT A. PALERMO, CPA, $60,000; ELLIOT FRANK, M.D., $40,000; STEVEN KAIRYS, M.D., $22,500; DAVID KOUNTZ, M.D., $45,000; STEVEN G. LITTLESON, $135,000; CARL M. MARCHETTI, M.D., $16,522; JEROME VERNICK, M.D., $25,512; DAVID L. FLOOD, $105,000; TIMOTHY J. HOGAN, $100,000; JOSEPH P. COYLE, $217,500; JOHN E. SINDONI, SPHR, $112,500; ANN B. GAVZY, ESQ., $80,000; REBECCA WEBER, $95,000; RICHARD SCOTT, $82,000; RICHARD HADER, $60,000; RICHARD A. HAND, $70,300; DAVID BOSS, M.D., $41,000; FRANK C. GOLDSTEIN, $65,000; KIM CARPENTER, M.D., $44,000; JAMES R. MOLLOY, $55,000; MICHELLE MENDELSON, $47,000; TERRY MANNA, $50,000; ALEXANDER LEHRER, $51,000 AND MARILYN KOCZAN, $46,000.
COMPENSATION INFORMATIONSCHEDULE J, PART II, COLUMN FTHE 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 2010 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS AN ACCRUED BENEFIT ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2010 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $1,015,352; SALVATORE INCIARDI, $120,949; STEVEN G. LITTLESON, $158,274; JOHN E. SINDONI, SPHR, $152,522 AND ANN B. GAVZY, ESQ., $91,846.
COMPENSATION INFORMATIONSCHEDULE J, PART IIPLEASE NOTE THAT THE COMPENSATION REFLECTED IN CORE FORM, PART VII AND SCHEDULE J, PART II FOR THE FOLLOWING INDIVIDUALS INCLUDES SIX MONTHS OF AMOUNTS THAT WERE ALSO INCLUDED IN THE FINAL FORM 990, SCHEDULE J, PART II FOR SOUTHERN OCEAN MEDICAL CENTER ("SOMC") FOR THE SIX MONTH PERIOD ENDED JUNE 30, 2010: JOHN K. LLOYD, FACHE, MARC H. LORY, JOHN E. SINDONI, SPHR, JOSEPH P. COYLE, RICHARD A. HAND AND STEVEN KOERNER, D.O. ON JULY 1, 2010, SOMC, AN ENTITY INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED FORM 990, MERGED INTO ITS SOLE MEMBER MERIDIAN HOSPITALS CORPORATION ("MHC"). SOMC FILED A FINAL FORM 990 FOR THE SHORT SIX MONTH PERIOD ENDED JUNE 30, 2010. FOR THE SIX MONTH PERIOD JULY 1, 2010 THROUGH DECEMBER 31, 2010 SOMC IS INCLUDED AS A DIVISION OF MHC WITHIN THIS CONSOLIDATED GROUP FORM 990.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
22198708464579E7X82003-02-20100000000CONSTRUCT & EQUIP FACILITYfalsefalsetrue
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
22198708464579FDA82004-06-2414725000CONSTRUCT & EQUIP FACILITYfalsefalsetrue
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
22198708464579FJQ72006-11-225100000CONSTRUCT & EQUIP FACILITYfalsefalsetrue
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
22198708464579FVN02008-04-21145125000CONSTRUCT & EQUIP FACILITYfalsefalsetrue

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetired
10199260551575020479310127105710052004falsefalsetruetrue
1597690913440041913158005962007falsefalsetruetrue1655000
52076497797658097507052110552007falsefalsetruetrue
14717360510031692701986143418575498752009falsefalsetruetrue300000

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruefalsefalsetrue0.009700.000000.00970true
falsefalsefalsefalsetrue0.000000.000000.00000true
falsefalsefalsefalsetrue0.000000.000000.00000true
falsetruefalsefalsetrue0.013700.000000.01370true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
truetruefalsefalsefalsefalse
truetruefalsefalsefalsefalse
falsetruefalsefalsefalsefalse
falsefalsefalsefalsefalsefalse

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
TAX-EXEMPT BOND ISSUESSCHEDULE K, PART ICERTAIN TAX-EXEMPT BOND ISSUANCES INCLUDED IN SCHEDULE K, PART I HAVE CUSIP NUMBERS IN ADDITION TO THOSE DISCLOSED IN SCHEDULE K, PART I, COLUMN (C). THESE ARE THE FOLLOWING: LINE A: 64579E7Y6 LINE D: 64579FVL4; 64579FVM2 LINE E: 64579FWN9
TAX-EXEMPT BOND ISSUESSCHEDULE K, PART IPLEASE NOTE THAT THE OTHER SPENT PROCEEDS REFLECTED ON LINE 11 FOR THE MAY 18, 2006 TAX-EXEMPT BOND WERE USED TO REFUND THE 1993 ISSUE.

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Name Of Interested PersonNameOfInterestedPersonRelationship With OrganizationRelationshipWithOrganizationAmount Of GrantAmountOfGrantType Of AssistanceTypeOfAssistance
CHRISTINE F HADERFAMILY MEMBER OF KEY EMPLOYEE1500SCHOLARSHIP
AURELIA HADERFAMILY MEMBER OF KEY EMPLOYEE750SCHOLARSHIP

Form990 Schedule L Part IV Form990ScheduleLPartIV (11 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
CHRISTINE F HADER
FAMILY MEMBER - KEY EMPL.112980EMPLOYEEfalse
AURELIA HADER
FAMILY MEMBER - KEY EMPL.66828EMPLOYEEfalse
TD BANK
OFFICER - LLOYD408328BANK FEESfalse
QUALCARE INC
OFFICERS - GANTNER/LLOYD3630675CLAIMS ADMINISTRATIONfalse
ANGELA A PROPER
FAMILY MEMBER - TRUSTEE17972EMPLOYEEfalse
STILLWELL-HANSEN INC
TRUSTEE - STILLWELL130363PRODUCT/EQUIPMENTfalse
AMY DELANEY
FAMILY MEMBER - OFFICER49484EMPLOYEEfalse
PETER WEGENER
FAMILY MEMBER - TRUSTEE20210EMPLOYEEfalse
LAVERNE MUSCIO-CABASSO
FAMILY MEMBER - TRUSTEE92729EMPLOYEEfalse
JERSEY SHORE RADIOLOGY
TRUSTEE - ZAWODNIAK207722MEDICALfalse
RICHARD EPSTEIN
FAMILY MEMBER - TRUSTEE183600EMPLOYEEfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierGRANTS TO INTERESTED PERSONSIdentifier
Return ReferenceSCHEDULE L, PART IIIReturnReference
ExplanationPLEASE NOTE THAT THE SCHOLARSHIPS AWARDED TO THESE INDIVIDUALS WERE BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY MERIDIAN HEALTH SYSTEM, INC. THE SCHOLARSHIP RECIPIENTS WERE SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA.Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F990575787NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSOLICITATIONIdentifier
Return ReferenceSCHEDULE M, PART I; QUESTION 32AReturnReference
ExplanationTHE ORGANIZATIONS INCLUDED IN THIS GROUP RETURN RETAIN THE SERVICES OF AN OUTSIDE, INDEPENDENT INVESTMENT BROKERAGE FIRM TO SELL ANY DONATED SECURITIES.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (162 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DISCLOSURE INFORMATION - CHANGE OF OWNERSHIPCORE FORMSUBSEQUENT TO THE STATUTORY MERGER TRANSACTIONS OUTLINED BELOW SOUTHERN OCEAN COUNTY HOSPITAL AND SOUTHERN OCEAN COUNTY HOSPITAL FOUNDATION LEGALLY CHANGED THEIR NAMES TO SOUTHERN OCEAN MEDICAL CENTER ("SOMC") AND SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. ("SOMC FOUNDATION"); RESPECTIVELY AND SCHEDULE H, PART VI AS PART OF THE AFFILIATED HEALTHCARE SYSTEM. ON JULY 1, 2010, SOMC, AN ENTITY INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED FORM 990, MERGED INTO ITS SOLE MEMBER MERIDIAN HOSPITALS CORPORATION ("MHC"). SOMC FILED A FINAL FEDERAL FORM 990 FOR THE SHORT PERIOD JANUARY 1, 2010 THROUGH JUNE 30, 2010. FOR THE PERIOD JULY 1, 2010 THROUGH DECEMBER 31, 2010, SOMC IS INCLUDED AS A DIVISION OF MHC WITHIN THIS CONSOLIDATED GROUP FORM 990. SOMC FOUNDATION IS NOW INCLUDED AS A SUBSIDIARY WITHIN THIS CONSOLIDATED GROUP FORM 990 AND, ACCORDINGLY, ALL TWELVE MONTHS OF ITS ACTIVITIES AND OPERATIONS ARE INCLUDED. SOCH PROPERTIES, INC. IS ALSO NOW INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. ACCORDINGLY, ALL TWELVE MONTHS OF ITS ACTIVITIES AND OPERATIONS ARE INCLUDED AS WELL. ON SEPTEMBER 1, 2010, BAYSHORE COMMUNITY HEALTH SERVICES, INC. ("BAYSHORE"); AN INTERNAL REVENUE CODE ("IRC") 501(C)(3) TAX-EXEMPT ORGANIZATION AND PARENT ENTITY OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHOSE TAX-EXEMPT PURPOSES INCLUDE PROVIDING 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, WAS MERGED INTO MERIDIAN HEALTH SYSTEM, INC. ("MHS"); THE TAX-EXEMPT PARENT ENTITY OF ALL ENTITIES INCLUDED IN THIS CONSOLIDATED GROUP RETURN WITH THE EXCEPTION OF SOCH PROPERTIES, INC. WHOSE SOLE MEMBER IS MERIDIAN HEALTH REALTY CORPORATION AND HEALTH INNOVATIONS UNLIMITED, INC. WHOSE SOLE MEMBER IS MERIDIAN HOME CARE SERVICES, INC. MHS WAS THE SURVIVING ENTITY IN THE STATUTORY MERGER WITH BAYSHORE. PRIOR TO THE MERGER, BAYSHORE WAS THE SOLE CORPORATE MEMBER OF (1) BAYSHORE COMMUNITY HOSPITAL ("BCH"); AN IRC 501(C)(3) TAX-EXEMPT HOSPITAL 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, (2) BAYSHORE COMMUNITY HOSPITAL FOUNDATION ("BCH FOUNDATION"); AN IRC 501(C)(3) TAX-EXEMPT ORGANIZATION THAT SUPPORTS THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS AND SERVICES OF BCH AND (3) BAYSHORE HEALTH CARE CENTER, INC.; AN IRC 501(C)(3) TAX-EXEMPT ORGANIZATION THAT PROVIDES NECESSARY LONG-TERM CARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. SUBSEQUENT TO THE MERGER BCH BECAME A WHOLLY OWNED SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION ("MHC"); WHICH IS A WHOLLY OWNED SUBSIDIARY OF MHS AND INCLUDED IN THIS CONSOLIDATED GROUP RETURN AND AN IRC 501(C)(3) TAX-EXEMPT HOSPITAL AND MEDICAL CENTER 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. IN ADDITION, BCH FOUNDATION BECAME A WHOLLY OWNED SUBSIDIARY OF MHS WHILE BAYSHORE HEALTH CARE CENTER, INC. BECAME A WHOLLY OWNED SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC; A WHOLLY OWNED SUBSIDIARY OF MHS AND AN IRC SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION THAT PROVIDES NECESSARY SUB-ACUTE AND RESIDENTIAL HEALTH SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. ALL OF THE BAYSHORE TAX-EXEMPT ENTITIES ARE FILING SEPARATE FORMS 990 FOR THEIR RESPECTIVE YEARS ENDED DECEMBER 31, 2010. ACCORDINGLY, THE ACTIVITIES AND OPERATIONS OF THESE ORGANIZATIONS ARE NOT INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 IN ANY CAPACITY BUT ARE REFLECTED AS RELATED ORGANIZATIONS IN SCHEDULE R AND IN SCHEDULE H, PART VI, QUESTION #6 AS ORGANIZATIONS WITHIN MHS.
COMMUNITY BENEFIT STATEMENTCORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSMERIDIAN 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. SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. ITS TAX-EXEMPT AFFILIATES FILE A GROUP FORM 990 TAX RETURN, "MERIDIAN HEALTH SYSTEM - SUBORDINATES." MERIDIAN HOSPITALS CORPORATION IS INCLUDED IN THE SUBORDIATES TAX RETURN. MERIDIAN HEALTH SYSTEM 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. SYSTEM ACTIVE HOSPITALS INCLUDE: JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER AND K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. 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 HEALTHCARE 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 2010, DEVOTED MORE THAN $94 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $3.3 MILLION AND MEDICARE SHORTFALL OF $39.2 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2010 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES. FACING HEALTHCARE CHALLENGES ---------------------------- EVERY DAY, HOSPITALS FACE HEALTHCARE CHALLENGES HEAD-ON, WHETHER TREATING A PATIENT WHO PRESENTS AT THE EMERGENCY DEPARTMENT IN MEDICAL CRISIS, EDUCATING AND SCREENING PATIENTS TO PREVENT DISEASE, OR KEEPING THE HOSPITAL OPEN DURING A TIME OF INCREASED ECONOMIC PRESSURE. MERIDIAN HEALTH IS PROUD THAT IT HAS BEEN ABLE TO CONSISTENTLY PROVIDE AND ENHANCE TO ITS ROBUST COMMUNITY BENEFITS PROGRAM DESPITE CHALLENGING ECONOMIC TIMES. BY COMMUNITY BENEFITS, WE ARE REFERRING TO THOSE PROGRAMS AND SERVICES THAT WOULD NOT OR COULD NOT EXIST WITHOUT THE SUPPORT AND COMMITMENT OF MERIDIAN'S SIX HOSPITALS: JERSEY SHORE UNIVERSITY MEDICAL CENTER, OCEAN MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL, SOUTHERN OCEAN MEDICAL CENTER AND K. HOVNANIAN CHILDREN'S HOSPITAL. IN 2010, MERIDIAN HEALTH INVESTED MILLIONS OF DOLLARS TO PROVIDE CARE TO THOSE WHO CANNOT AFFORD TO PAY FOR ALL OR A PORTION OF THEIR HEALTHCARE, TO ABSORB THE SHORTFALLS OF GOVERNMENTAL PAYERS AND MANAGED CARE PROGRAMS AND TO PROVIDE HEALTHCARE SCREENINGS AND OTHER PREVENTIVE EDUCATIONAL INITIATIVES THAT IMPROVE COMMUNITY HEALTH. THE SUCCESS AND EFFECTIVENESS OF MERIDIAN'S COMMUNITY BENEFIT PROGRAMS ARE A DIRECT RESULT OF THE EFFORTS OF ITS COMMITTED STAFF OF PHYSICIANS, NURSES, HEALTHCARE SPECIALISTS AND COMMUNITY EDUCATORS ALONG WITH DEDICATED COMMUNITY MEMBERS WHO HELP MERIDIAN IDENTIFY, DEVELOP AND IMPLEMENT INITIATIVES THAT POSITIVELY IMPACT THE HEALTH OF THE COMMUNITY.
COMMUNITY BENEFIT STATEMENT (CONTINUED)CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSDELIVERING ON COMMUNITY COMMITMENT ---------------------------------- HOSPITALS TODAY FACE SERIOUS CHALLENGES. REIMBURSEMENT FOR SERVICES, WHETHER FROM THE GOVERNMENT OR FROM MANAGED CARE COMPANIES, RARELY COVERS THE COSTS ASSOCIATED WITH THE DELIVERY OF QUALITY CARE. NEARLY 17 PERCENT OF NEW JERSEY'S POPULATION LIVES WITHOUT HEALTH INSURANCE, MANY FOREGO PREVENTIVE HEALTH CARE. AS A RESULT, THEY OFTEN LAND IN EMERGENCY ROOMS IN MEDICAL CRISIS, PLACING THE FINANCIAL ASPECT OF THEIR CARE BACK ON THE SHOULDERS OF AREA HOSPITALS. ADD TO THAT THE NEED FOR HOSPITALS TO PREPARE FOR THE UNEXPECTED, SUCH AS A TERRORIST ATTACK OR FLU PANDEMIC, AND YOU CAN UNDERSTAND THE MULTITUDE OF CHALLENGES FACING ALREADY STRAINED HOSPITAL SYSTEMS. IN SPITE OF ALL THIS, MERIDIAN HEALTH DELIVERS ON ITS COMMITMENT TO IMPROVE THE QUALITY OF LIFE FOR THE 1.2 MILLION PEOPLE LIVING IN MONMOUTH AND OCEAN COUNTIES. MERIDIAN PROVIDES A CONTINUUM OF CARE THROUGH ITS SIX HOSPITALS - JERSEY SHORE UNIVERSITY MEDICAL CENTER, OCEAN MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL, SOUTHERN OCEAN MEDICAL CENTER AND K. HOVNANIAN CHILDREN'S HOSPITAL - AS WELL AS THROUGH OCEAN CARE CENTER, THE AREA'S FIRST 24-HOUR SATELLITE EMERGENCY DEPARTMENT, FAMILY HEALTH CENTERS, AND OUR MANY PARTNER COMPANIES. CARING FOR ALL MEMBERS OF THE COMMUNITY --------------------------------------- PEOPLE WITHOUT HEALTH INSURANCE COVERAGE ARE MORE LIKELY TO FOREGO PREVENTIVE CARE AND SEEK TREATMENT ONLY WHEN THEIR ILLNESSES REQUIRE VISITS TO HOSPITAL EMERGENCY ROOMS. BY THAT TIME, THEIR ILLNESSES TYPICALLY ARE MORE ADVANCED AND MORE COSTLY TO TREAT. MERIDIAN'S OUTREACH EFFORTS AND PROGRAMS HAVE ENCOURAGED MANY TO WALK THROUGH ITS DOORS WHO MIGHT OTHERWISE HAVE GONE WITHOUT NECESSARY HEALTH CARE. IN 2010, MERIDIAN PROVIDED $51.8 MILLION IN CHARITY CARE TO PATIENTS FOR WHICH WE RECEIVED NO PAYMENT. WE ALSO PROVIDE A MEDICAL "SAFETY NET" TO THE AREA'S NEEDY BY DEVOTING MORE THAN $7.1 MILLION TO SUBSIDIZING VITAL HEALTH SERVICES SUCH AS OUTPATIENT DIALYSIS, BEHAVIORAL HEALTH SERVICES AND FAMILY HEALTH CLINICS. IN ADDITION, MEDICARE AND MEDICAID OFTEN DO NOT COVER ALL THE COSTS ASSOCIATED WITH PROVIDING QUALITY PATIENT CARE. IN 2010, MERIDIAN SPENT MORE THAN $36.4 MILLION IN DIRECT PATIENT CARE THAT WAS NOT REIMBURSED BY ANY OF THE FEDERAL OR STATE HEALTH PROGRAMS. TRAINING OUR DOCTORS AND NURSES ------------------------------- 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 2010, MERIDIAN PROVIDED $40.1 MILLION IN BENEFITS TO THE COMMUNITY AFTER GOVERNMENTAL SUBSIDIES WHICH HELP SUPPORT MEDICAL TRAINING. NO ONE PROVIDES MORE HANDS-ON CARE THAN OUR NURSES WHO PROVIDE FOR THE DAY-TO-DAY NEEDS OF OUR PATIENTS. MERIDIAN'S ANN MAY NURSING CENTER SERVES AS A RESOURCE TO EACH OF THE NURSING DEPARTMENTS WITHIN THE MERIDIAN HEALTH FAMILY FOR EDUCATIONAL ENRICHMENT OF STUDENT NURSES, FINANCIAL SUPPORT AND RESEARCH INITIATIVES. THE CENTER SUPPORTED THE EDUCATION OF SEVERAL HUNDRED NURSES IN 2010, PROVIDING STUDENT EXTERNSHIPS AND CLINICAL PLACEMENTS THROUGH COLLABORATIONS WITH LOCAL SCHOOLS. ADDITIONALLY, OVER $300,000 WAS DISTRIBUTED IN NURSING SCHOLARSHIPS. MERIDIAN HEALTH NURSES CONTINUE TO MAKE SIGNIFICANT CONTRIBUTIONS TO PATIENT CARE, THE COMMUNITY AND TO THE PROFESSION OF NURSING. MERIDIAN NURSES ARE KNOWN NOT ONLY FOR THE FINEST QUALITY CARE THEY DELIVER TO PATIENTS BUT ALSO THE CONTRIBUTIONS THAT THEY MAKE TO THE ADVANCEMENT OF THE NURSING SCIENCE. OVER 75% OF NURSES ARE NATIONALLY CERTIFIED IN THEIR AREA OF CLINICAL EXPERTISE! THE NATIONAL PERCENTAGE OF NURSES WHO ARE CERTIFIED IS BETWEEN 11 AND 15% AND AMONGST MAGNET FACILITIES IT IS 22%. SUPPORTING LOCAL ORGANIZATIONS ------------------------------ OVER THE YEARS, MERIDIAN HAS BEEN ABLE 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 MERIDIAN'S CHARITABLE MISSION. THESE INCLUDE; GROUPS THAT PROMOTE AWARENESS OF HEALTH-RELATED ISSUES; COMMUNITY ASSOCIATIONS THAT HELP THOSE IN NEED OBTAIN BASIC NECESSITIES LIKE 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; AND EVENTS THAT PROMOTE HEALTHY ACTIVITY AND SOCIALIZATION SUCH AS COMMUNITY FESTIVALS AND WALKS. IN 2010, MERIDIAN PROVIDED $962 THOUSAND DOLLARS IN CASH AND IN-KIND SUPPORT. SOME OF THE GROUPS WE HAVE BEEN ABLE TO SUPPORT INCLUDE; AMERICAN CANCER SOCIETY, AMERICAN HEART ASSOCIATION, AMERICAN RED CROSS, BIG BROTHERS BIG SISTERS, BOY SCOUTS OF AMERICA, BROOKDALE COMMUNITY COLLEGE, FOODBANK OF MONMOUTH AND OCEAN COUNTIES, GEORGIAN COURT UNIVERSITY, GIRL SCOUTS OF AMERICA, HOLIDAY EXPRESS, LEUKEMIA & LYMPHOMA SOCIETY, MAKE-A-WISH FOUNDATION, MARCH OF DIMES, MONMOUTH PARK CHARITY FUND, MONMOUTH UNIVERSITY, OCEAN COUNTY COLLEGE, RED BANK RIVERCENTER, SHARING NETWORK, UNITED WAY AND COMMUNITY YMCA. COMMUNICATING ACROSS THE COUNTIES --------------------------------- MERIDIAN REGULARLY PUBLISHES TWO FREE CONSUMER MAGAZINE - HEALTHVIEWS - AND KIDSVIEWS - TO EDUCATE AND INFORM RESIDENTS OF MONMOUTH AND OCEAN COUNTIES ON TIMELY AND RELEVANT HEALTH TOPICS. HEALTHVIEWS FEATURES REAL-LIFE PATIENT STORIES THAT DETAIL HOW INDIVIDUALS RECEIVE THEIR DIAGNOSIS AND MAKE IMPORTANT TREATMENT DECISIONS IN CONJUNCTION WITH THEIR PHYSICIANS. THE MAGAZINE CONTAINS MERIDIAN'S CALENDAR OF EVENTS WHERE RESIDENTS CAN FIND FREE COMMUNITY EDUCATION AND SCREENING PROGRAMS AS WELL AS A VARIETY OF HEALTH AND WELLNESS TIPS. KIDVIEWS FEATURES REAL-LIFE PATIENT STORIES THAT DETAIL HOW PARENTS, IN CONJUNCTION WITH THEIR PHYSICIANS, MADE IMPORTANT TREATMENT DECISIONS REGARDING THEIR CHILD'S DIAGNOSIS. KIDVIEWS ALSO CONTAINS KID FRIENDLY CONTENT, PUZZLES AND GAMES FEATURING THE PAWSITIVE ACTION TEAM AS WELL AS A CALENDAR OF FREE COMMUNITY EDUCATION EVENTS AND OTHER PROGRAMS OFFERED THROUGHOUT MERIDIAN. MERIDIAN ALSO PUBLISHES SEVERAL MONTHLY E-NEWSLETTERS - HEALTH-E HEART, WOMEN'S HEART CONNECTION AND HEALTH-E CHILD - THESE ARE DISTRIBUTED FREE TO RESIDENTS WHO REQUEST THE PUBLICATION AND PROVIDE THEIR EMAIL ADDRESS. ALL PUBLICATIONS PROVIDE TIPS FOR MAINTAINING A HEALTHIER LIFESTYLE, PLUS INFORMATION ON THE LATEST PROCEDURES, SCREENINGS AND CLASSES OFFERED AT MERIDIAN HEALTH.
COMMUNITY BENEFIT STATEMENT (CONTINUED)CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSMERIDIAN'S MULTIPLE WEBSITES OFFER AN EXTENSIVE, FREE HEALTH LIBRARY (IN ENGLISH AND SPANISH) AND ATTRACT OVER 1.5 MILLION PEOPLE EACH YEAR. ONLINE VISITORS CAN TAKE A HEALTH ASSESSMENT QUIZ, LEARN ABOUT DIAGNOSTIC AND SURGICAL PROCEDURES, FIND A DOCTOR, AND REGISTER FOR A FREE CLASS OR HEALTH SCREENING AND MORE. IN ADDITION, MERIDIAN PROVIDES FREE 24/7 CALL CENTER SERVICES TO THE COMMUNITY TO LOCATE PHYSICIANS, HEALTHCARE SERVICES AND SUPPORT GROUPS, AS WELL AS TO REGISTER FOR HEALTH EDUCATION AND SCREENING PROGRAMS. IN 2010, THE CALL CENTER HANDLED MORE THAN 37,000 CALLS. JERSEY SHORE UNIVERSITY MEDICAL CENTER IS HOME TO THE BOOKER HEALTH SCIENCES LIBRARY. THE LIBRARY PROVIDES COMMUNITY ACCESS TO ITS EXTENSIVE CONSUMER HEALTH EDUCATION COLLECTION INCLUDING; BOOKS, JOURNALS, ACCESS TO KEY MEDICAL DATABASES ON PUBLIC COMPUTERS, AUDIO AND VIDEOTAPES AS WELL AS A FREE HEALTH INFORMATION HOME DELIVERY PROGRAM. IN 2010, HUNDREDS OF PACKETS OF INFORMATION WERE RESEARCHED, COMPILED AND MAILED, FREE, TO COMMUNITY MEMBERS IN MONMOUTH AND OCEAN COUNTIES. THE TOP AREAS OF INTEREST WERE NEUROLOGY, INTERNAL MEDICINE, NUTRITION, CARDIOLOGY, PHARMACOLOGY, ORTHOPEDICS, ONCOLOGY, BEHAVIORAL HEALTH AND DIABETES. FOLLOWING ARE HIGHLIGHTS OF MERIDIAN'S 2010 PROGRAMS: MERIDIAN HEALTH HAS A LONG HISTORY OF CREATING AWARENESS, EDUCATING AND CONDUCTING PREVENTIVE SCREENINGS FOR THE MEMBERS OF OUR COMMUNITY AND IN 2010 MORE THAN 80,000 ADULTS AND CHILDREN TOOK ADVANTAGE OF FREE HEALTH AND WELLNESS SCREENINGS, EDUCATION PROGRAMS OF OTHER SUBSIDIZED PROGRAMS OFFERED THROUGHOUT THE AREA. IN 2010, MERIDIAN CONDUCTED OVER 20,000 FREE PREVENTIVE HEALTH SCREENINGS INCLUDING TAKING BLOOD PRESSURE AND PULSE, CHECKING CHOLESTEROL AND GLUCOSE LEVELS, MEASURING BMI, PERFORMING STROKE RISK ASSESSMENTS, BONE DENSITY SCREENING, BALANCE SCREENING, MENTAL HEALTH SCREENING, SKIN CANCER SCREENING, COLORECTAL CANCER SCREENINGS, PROSTATE CANCER SCREENINGS AMONG OTHERS . THESE SCREENINGS ARE CONDUCTED IN A VARIETY OF COMMUNITY LOCATIONS INCLUDING CHURCHES, SCHOOLS, ACTIVE ADULT COMMUNITIES, SENIOR HOUSING, LOW INCOME HOUSING DEVELOPMENTS, AS WELL AS WITHIN A MERIDIAN FACILITY. IN ADDITION, DISEASE AWARENESS AND PREVENTION EDUCATION PROGRAMS REACH THOUSANDS OF RESIDENTS AND VISITORS EACH YEAR. THESE INCLUDE PHYSICIAN LED SEMINARS ON A PLETHORA OF HEALTH CARE TOPICS INCLUDING, BUT NOT LIMITED TO CARDIOVASCULAR DISEASE, STROKE, CANCER, DIABETES, ASTHMA, MENTAL HEALTH, ARTHRITIS AND OSTEOPOROSIS, NUTRITION, HEALTHY PREGNANCY AND DELIVERY, A VARIETY OF PEDIATRIC CONDITIONS (ASTHMA, DIABETES, AUTISM, DIGESTIVE DISEASE, EPILEPSY AND OTHER CHRONIC CONDITIONS) AND MORE. IN ADDITION, THESE EDUCATION PROGRAMS INCLUDE FITNESS PROGRAMS AND DEMONSTRATIONS AND HEALTHY COOKING DEMONSTRATIONS AS WELL. FREE SUPPORT GROUPS ARE PROVIDED FOR PATIENTS, THEIR FAMILIES AND COMMUNITY MEMBERS DEALING WITH CHRONIC AND OTHER LIFE ALTERING DISEASES INCLUDING CANCER, HEART DISEASE, ALZHEIMER'S, BEREAVEMENT AND MANY, MANY MORE. MERIDIAN CARDIOVASCULAR NETWORK: A WAY OF LOOKING AT HEART CARE THAT CHANGES EVERYTHING IS ONE OF THE LATEST "TAKING CARE OF NEW JERSEY" CAMPAIGNS. IT FOCUSES ON THE CONTINUUM OF HEART AND VASCULAR CARE THAT CAN BE EXPERIENCED THROUGH THE MERIDIAN HEALTH SYSTEM - INCLUDING PREVENTION & WELLNESS, DIAGNOSIS, TREATMENT, RECOVERY, HOME CARE AND RESEARCH & EDUCATION. MERIDIAN WOMEN'S HEART CONNECTION, A PREVENTION & WELLNESS BASED EDUCATIONAL PROGRAM WAS DEVELOPED TO OFFER WOMEN THE RESOURCES NEEDED TO TAKE VERY IMPORTANT STEPS TOWARD PREVENTING HEART DISEASE AND RAISING THE AWARENESS ABOUT HEART DISEASE RISK FACTORS. THE PROGRAM OFFERS WOMEN ACCESS TO FREE EDUCATIONAL SEMINARS ON MAINTAINING A HEALTHY LIFESTYLE, DIET AND EXERCISE TIPS, NOTIFICATIONS OF FREE SCREENINGS AND OTHER WELLNESS PROGRAMS. MERIDIAN PEDIATRIC NETWORK: "WHEN IT COMES TO YOUR CHILD'S HEALTH, THIS IS WHERE YOU WANT TO BE" IS ANOTHER "TAKING CARE OF NEW JERSEY" CAMPAIGN. IT FOCUSES ON THE CONTINUUM OF PEDIATRIC CARE THAT CAN BE EXPERIENCED THROUGH THE MERIDIAN HEALTH SYSTEM - INCLUDING PREVENTION & WELLNESS, DIAGNOSIS, TREATMENT, RECOVERY, HOME CARE AND RESEARCH & EDUCATION - WITH K. HOVNANIAN CHILDREN'S HOSPITAL AT THE HEART OF THE NETWORK. WORKING WITH EXPERTS IN CHILDREN'S EDUCATION, HEALTH AND ENTERTAINMENT, THE PAWSITIVE ACTION TEAM WAS DEVELOPED WITH A FOCUS ON HAVING A WELCOMING AND WARM PRESENCE THAT IS PARTICULARLY APPEALING TO CHILDREN BETWEEN THE AGES OF 3 AND 10. TOGETHER THEY TEACH CHILDREN ABOUT PROPER NUTRITION, FITNESS, SAFETY AND RESPONSIBLE BEHAVIOR. THE PAWSITIVE ACTION TEAM IS LED BY DOCTOR BERNARD. A LOVEABLE SAINT BERNARD, HE IS THE DIRECTOR OF FUN AND GOOD HEALTH AT K. HOVNANIAN CHILDREN'S HOSPITAL AT JERSEY SHORE UNIVERSITY MEDICAL CENTER. HOPSCOTCH IS ONE BOUNCY BUNNY. SHE LOVES SPORTS AND GAMES AND WANTS TO SHOW KIDS THAT HEALTHY HABITS ARE MORE FUN. PICATSO IS A CREATIVE CAT WHO LOVES TO READ, WRITE AND DRAW, BUT MOST OF ALL HE WANTS TO TEACH CHILDREN HOW TO STAY HEALTHY AND SAFE. DOCTOR BERNARD AND THE TEAM TRAVEL WITH A PAL (NURSE EDUCATOR) FROM THE HOSPITAL WHO HELPS REINFORCE HIS MESSAGES OF GOOD HEALTH AND SAFETY IN A WAY THAT YOUNG PEOPLE WILL FIND MEMORABLE AND FUN. THESE EDUCATIONAL PROGRAMS ARE DESIGNED TO REINFORCE THE SCHOOL CURRICULUM. DOCTOR BERNARD, HOPSCOTCH AND PICATSO CAN ALSO MAKE APPEARANCES AT COMMUNITY EVENTS, AWARDS CEREMONIES AND OTHER APPROPRIATE VENUES. IN 2010, THE PAWSITIVE ACTION TEAM EDUCATED OVER 30,000 CHILDREN AT SCHOOLS, LIBRARIES AND EARLY CHILDHOOD CENTERS ON HOW TO STAY HEALTHY, EAT RIGHT, STAY FIT AND BE SAFE. IN ADDITION, THEY INTERACTED WITH OVER 100,000 PEOPLE AT VARIOUS COMMUNITY EVENTS. HOPSCOTCH'S HEALTHY YOU PROGRAM IS FOCUSED ON TEACHING THIRD GRADERS ABOUT KEEPING THEIR HEARTS AND LUNGS HEALTHY. THIS ASTHMA EDUCATION AND SCREENING PROGRAM TARGETS AT RISK COMMUNITIES. AT RISK COMMUNITIES WERE IDENTIFIED THROUGH AN ANALYSIS OF MERIDIAN'S PEDIATRIC EMERGENCY ROOM DATA TO IDENTIFY COMMUNITIES THAT HAD HIGH RATES OF PEDIATRIC ASTHMA DIAGNOSES. THE SCREENING AND EDUCATION PROGRAM IS CONDUCTED IN COOPERATION WITH AREA SCHOOLS. NURSE EDUCATORS SCREEN CHILDREN FOR ASTHMA AS WELL AS PROVIDE EDUCATIONAL LESSONS THAT TEACH CHILDREN ABOUT THE IMPORTANCE OF A HEALTHY HEART AND LUNGS. ASTHMA EDUCATION IS ALSO CONDUCTED FOR PARENTS AS WELL AS SCHOOL PERSONNEL. IN 2010, OVER 500 THIRD GRADE STUDENTS WERE SCREENED AND EDUCATED. A NUMBER OF SPECIAL EVENTS WERE CONDUCTED IN 2010 TO ADDRESS THE HEALTH DISPARITIES IN THE AFRICAN AMERICAN AND HISPANIC POPULATIONS, AS WELL AS UNDERSERVED COMMUNITIES. - MERIDIAN HEALTH'S HEART & SOUL GOSPEL EXTRAVAGANZA PAIRED LOCAL GOSPEL CHOIRS WITH HEART HEALTHY MESSAGES DELIVERED BY MERIDIAN PHYSICIANS OF COLOR AND ATTRACTED OVER 500 ATTENDEES. - "COOKING WITH HEART & SOUL" PAIRED A LOCAL CHEF AND MERIDIAN PHYSICIANS OF COLOR TO TEACH COMMUNITIES OF COLOR HOW TO PREPARE HEALTHIER VERSIONS OF THE TRADITIONAL SOUTHERN DISHES WHILE PRESERVING THE FLAVOR. - MERIDIAN COORDINATED SEVERAL MINORITY HEALTH MONTH FREE HEALTH SCREENINGS AT SEVERAL AREA CHURCHES AND COMMUNITY CENTERS. SEVERAL HUNDRED COMMUNITY MENBERS TOOK ADVANTAGE OF THE FREE SCREENINGS. PROGRAMS INCLUDED PREVENTING LUNG AND ESOPHAGEAL CANCERS, AND COLORECTAL DISEASES. - RIVERVIEW MEDICAL CENTER PRESENTED ITS FOURTH ANNUAL "PAINT THE TOWN PINK" WEEK IN MAY. THE BREAST CANCER EVENT IS DESIGNED TO RAISE AWARENESS, ENCOURAGE EARLY DETECTION AND RAISE FUNDING FOR THE UNINSURED. SEVERAL THOUSAND COMMUNITY MEMBERS PARTICIPATE IN THIS ANNUAL EVENT. - K. HOVNANIAN CHILDREN'S HOSPITAL HELD ITS ANNUAL CHILDREN'S HEALTH FAIR IN OCTOBER. FIFTEEN CLINICAL AND SUPPORT SERVICES FROM THE CHILDREN'S HOSPITAL AND JERSEY SHORE UNIVERSITY MEDICAL CENTER PROVIDED HEALTH EDUCATION IN A FUN INTERACTIVE ENVIRONMENT. SEVERAL HUNDRED CHILDREN AND THEIR FAMILIES PARTICIPATED IN THE EVENT. - OCEAN MEDICAL CENTER AND JERSEY SHORE UNIVERSITY MEDICAL CENTER HOSTED ANNUAL COMMUNITY DAY EVENTS TO ENCOURAGE COMMUNITY MEMBERS TO SEEK NEEDED PREVENTIVE HEALTH SCREENINGS AND OBTAIN IMPORTANT, LIFE-SAVING HEALTH INFORMATION. BOTH EVENTS ATTRACTED SEVERAL THOUSAND COMMUNITY MEMBERS. - SOUTHERN OCEAN MEDICAL CENTER OFFERS MEN'S HEALTH AND WOMEN'S HEALTH NIGHTS ANNUALLY COMPLETE WITH LIPID SCREENING, CANCER SCREENING, HEALTH INFORMATION, Q&A WITH LOCAL PHYSICIANS AND HOSPITAL MANAGERS. BOTH EVENTS ATTRACT OVER 300 MEN AND WOMEN ANNUALLY. MERIDIAN ALSO COORDINATES A SPEAKER'S BUREAU WHERE PHYSICIANS, NURSES OR OTHER HEALTH CARE PROFESSIONALS BRING PREVENTION AND WELLNESS EDUCATION TO LOCAL BUSINESSES, SCHOOLS AND UNIVERSITIES, COMMUNITY GROUPS, FAITH BASED ORGANIZATIONS AND UNDERSERVED COMMUNITIES UPON REQUEST.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSCORE FORM, PART III; LINE 4DEXPENSES 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 INFORMATIONCORE FORM, PART I; SUMMARYTHE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING: HEALTH INNOVATIONS UNLIMITED, INC.; 9 VOTING, 5 INDEPENDENT; JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 17 INDEPENDENT; OCEAN MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 15 INDEPENDENT; MERIDIAN HEALTH FOUNDATION, INC.; 17 VOTING, 13 INDEPENDENT; MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT; MERIDIAN HOME CARE SERVICES, INC.; 9 VOTING, 5 INDEPENDENT; MERIDIAN NURSING AND REHABILITATION, INC.; 5 VOTING, 2 INDEPENDENT; MERIDIAN PRACTICE INSTITUTE, INC.; 11 VOTING, 2 INDEPENDENT; RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 25 VOTING, 20 INDEPENDENT. SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 31 VOTING; 26 INDEPENDENT.
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION A; QUESTION 2JOHN GANTNER AND JOHN K. LLOYD, FACHE - BUSINESS RELATIONSHIP
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION A; QUESTION 4THE ORGANIZATIONAL BYLAWS OF MERIDIAN HOSPITALS CORPORATION, THE LARGEST ORGANIZATION INCLUDED IN THIS GROUP FORM 990, WERE AMENDED TO INCLUDE THE FOLLOWING: 1. AMENDMENT PROVISIONS WITH RESPECT TO (1) THE MERGER OF BAYSHORE COMMUNITY HEALTH SERVICES, INC. AND ITS AFFILIATES, INCLUDING BAYSHORE COMMUNITY HOSPITAL, INTO MERIDIAN HEALTH SYSTEM ON SEPTEMBER 1, 2010 AND (2) CHANGES IN BOARD COMPOSITION ON A PROSPECTIVE BASIS AS A RESULT OF THE MERGER. PLEASE NOTE THAT, AS INDICATED IN THE FIRST SCHEDULE O ATTACHMENT OF THIS GROUP FORM 990 WITH RESPECT TO THE MERGER ON SEPTEMBER 1, 2010, DUE TO THE DATE OF THE MERGER, BAYSHORE COMMUNITY HEALTH SERVICES, INC. AND ITS AFFILIATES ARE ALL FILING SEPARATE FORMS 990 BUT ARE INCLUDED IN SCHEDULE R OF THIS RETURN SINCE THEY ARE RELATED ORGANIZATIONS IN 2010. SOUTHERN OCEAN COUNTY HOSPITAL AMENDED ITS CERTIFICATE OF INCORPORATION IN 2010, LEGALLY CHANGING ITS NAME TO SOUTHERN OCEAN MEDICAL CENTER. SOUTHERN OCEAN COUNTY HOSPITAL FOUNDATION ALSO AMENDED ITS CERTIFICATE OF INCORPORATION IN 2010, LEGALLY CHANGING ITS NAME TO SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") AND SOCH PROPERTIES, INC. MHS HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. MERIDIAN HEALTH REALTY CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF SOCH PROPERTIES, INC.'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN SOCH PROPERTIES, INC.'S BYLAWS.
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION B; QUESTION 11ATHE FORM 990 WAS PROVIDED TO 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 PREPARE AND FILE THE FORM 990. THE CPA FIRM PREPARED A DRAFT OF THE FORM 990 BASED ON INFORMATION PROVIDED BY THE ORGANIZATION, WHICH WAS THEN REVIEWED BY THE ORGANIZATION'S FINANCE PERSONNEL, OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVISED BY THE CPA FIRM BASED ON THIS REVIEW 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 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990.
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION B; QUESTION 12MERIDIAN HEALTH, THE PARENT ORGANIZATION, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF THE SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'S CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE ON 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 INFORMATIONCORE FORM 990; PART VI, SECTION B; QUESTION 15THE 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 RECOMMENDS COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTHCARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT FOR-PROFIT HEALTHCARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT FOR PROFIT HEALTHCARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE FINAL RECOMMENDATIONS APPROVED BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM.
DISCLOSURE INFORMATIONCORE FORM, PART VI, SECTION C; QUESTION 19THE ORGANIZATIONS ARE PART OF MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ORGANIZATIONS INCLUDED IN THIS GROUP RETURN HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. EACH ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY.
COMPENSATION INFORMATION DISCLOSURECORE FORM, PART VII AND SCHEDULE JPART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, JOHN K. LLOYD, FACHE, JOHN E. SINDONI, JOHN GANTER AND MARC H. LORY, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ENTITY INCLUDED IN THIS GROUP FORM 990; FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF CERTAIN AFFILIATES WITHIN THE MERIDIAN HEALTH SYSTEM BUT DOES NOT INCLUDE ALL OF THE RELATED ORGANIZATIONS.
OTHER CHANGES IN NET ASSETSCORE FORM, PART XI; QUESTION 5OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - EQUITY TRANSFER TO MERIDIAN HOSPITALS CORPORATION; A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION - ($3,695,693); - EQUITY TRANSFER TO MERIDIAN HOME CARE SERVICES, INC.; A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION - ($126,436) - EQUITY TRANSFER TO MERIDIAN NURSING AND REHABILITATION, INC.; A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION - ($1,585) - CONTRIBUTION PURSUANT TO ACQUISITION ACCOUNTING STANDARDS AND THE STATUTORY MERGER OF SOUTHERN OCEAN MEDICAL CENTER - $43,971,690 - CONTRIBUTION PURSUANT TO ACQUISITION ACCOUNTING STANDARDS AND THE STATUTORY MERGER OF BAYSHORE COMMUNITY HEALTH SERVICES, INC. AND AFFILIATES - $58,740,155 - CHANGE IN NET UNREALIZED GAINS ON INVESTMENTS - $15,411,802 - UNREALIZED LOSS ON DERIVATIVE INSTRUMENT - ($14,777,000) - OTHER CHANGES IN PENSION BENEFITS AND PLAN ASSETS - $17,664,000 - CHANGE IN VALUE OF CASH FLOW HEDGE INSTRUMENT - $433,024 - CHANGE IN NET UNREALIZED GAINS ON INVESTMENT SECURITIES - $25,188 - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITIONS - $2,459,013 - CHANGE IN BEGINNING NET ASSET BALANCE DUE TO STATUTORY MERGER OF BAYSHORE COMMUNITY HEALTH SERVICES, INC. AND AFFILIATES - $58,444,496 - SOMC FOUNDATION NET ASSETS RELEASED FROM RESTRICTION - $165,011 - OTHER CHANGES IN NET ASSETS - ($3,473,145) - TRANSFERS FROM INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT PARENT - $4,550,000 - TRANSFER TO INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT PARENT - ($1,250,000)
AUDITED FINANCIAL STATEMENTSCORE FORM, PART XII; QUESTION 2MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ACCORDINGLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; 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, 2010 AND DECEMBER 31, 2009; 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 TRUSTEESPART VII AND ATTACHMENT 2PART VII AND ATTACHMENT 2 INCLUDE, AS OF DECEMBER 31, 2010, 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, ATTACHMENT 2 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. OUTLINED BELOW IS A SUMMARY BY ORGANIZATION: MERIDIAN HOSPITALS CORPORATION INCLUDES PETER REINHART, ESQ. THROUGH LEONARD J. ZAWODNIAK, M.D. PLEASE NOTE THAT JOHN E. SINDONI, SPHR IS THE ASSISTANT SECRETARY OF MERIDIAN HOSPITALS CORPORATION BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. MERIDIAN HEALTH REALTY CORPORATION INCLUDES MARTIN M. BARGER, ESQ. THROUGH BARRY WESHNAK. PLEASE NOTE THAT PETER S. FALVO, JR., ESQ. (VICE CHAIRMAN OF MERIDIAN HEALTH REALTY CORPORATION) AND JOHN K. LLOYD, FACHE (PRESIDENT OF MERIDIAN HEALTH REALTY CORPORATION) ARE ALSO MEMBERS OF MERIDIAN HEALTH REALTY CORPORATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT SALVATORE INCIARDI IS THE ASSISTANT SECRETARY OF MERIDIAN HEALTH REALTY CORPORATION BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. MERIDIAN HOME CARE SERVICES, INC. INCLUDES PETER RABEN THROUGH JANICE SWEENEY. PLEASE NOTE THAT MEREDYTH ARMITAGE; JOHN K. LLOYD, FACHE AND MARC H. LORY ARE ALSO MEMBERS OF MERIDIAN HOME CARE SERVICES, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT JOHN E. SINDONI, SPHR IS THE ASSISTANT SECRETARY OF MERIDIAN HOME CARE SERVICES, INC. BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. MERIDIAN NURSING & REHABILITATION, INC. INCLUDES BRIAN ROPER, M.D. PLEASE NOTE THAT WILLIAM HIMELMAN, ESQ. (CHAIRMAN OF MERIDIAN NURSING & REHABILITATION, INC.); EDWARD R. MCGLYNN, ESQ. (VICE CHAIRMAN OF MERIDIAN NURSING & REHABILITATION, INC.); MARC H. LORY (SECRETARY/TREASURER OF MERIDIAN NURSING & REHABILITATION, INC.) AND JOHN GANTNER (PRESIDENT OF MERIDIAN NURSING & REHABILITATION, INC.) ARE ALSO MEMBERS OF MERIDIAN NURSING & REHABILITATION, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT JOHN E. SINDONI, SPHR IS THE ASSISTANT SECRETARY OF MERIDIAN NURSING & REHABILITATION BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. MERIDIAN PRACTICE INSTITUTE, INC. INCLUDES ALAN CABASSO, M.D. THROUGH JEROME VERNICK, M.D. PLEASE NOTE THAT THOMAS J. KONONOWITZ (CHAIRMAN OF MERIDIAN PRACTICE INSTITUTE, INC.); MARC H. LORY (VICE CHAIRMAN OF MERIDIAN PRACTICE INSTITUTE, INC.) AND BARRY WESHNAK ARE ALSO MEMBERS OF MERIDIAN PRACTICE INSTITUTE, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT JOHN E. SINDONI, SPHR IS THE ASSISTANT SECRETARY OF MERIDIAN PRACTICE INSTITUTE, INC. BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. MERIDIAN HEALTH FOUNDATION INCLUDES MOLLIE GIAMANCO THROUGH STARR D. WHEELER. PLEASE NOTE THAT JOHN K. LLOYD, FACHE IS ALSO A MEMBER OF MERIDIAN HEALTH FOUNDATION'S BOARD OF TRUSTEES BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INCLUDES T. BURT BARHAM THROUGH VERONICA MCTAGUE. PLEASE NOTE THAT MOLLIE GIAMANCO (CHAIR OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION); VINCENT J. PUMA (VICE CHAIRMAN OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION); PHILIP L. PERRICONE (SECRETARY OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION); ERIC M. KIRSCH, CFA (TREASURER OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION); JOHN A. GIUNCO JR., ESQ. AND THOMAS J. KONONOWITZ ARE ALSO MEMBERS OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT DAVID L. FLOOD (PRESIDENT OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION); JOHN K. LLOYD, FACHE AND STEVEN G. LITTLESON ARE ALSO EX-OFFICIO MEMBERS OF JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. OCEAN MEDICAL CENTER FOUNDATION INCLUDES NINA ANUARIO THROUGH DALE L. WEGENER. PLEASE NOTE THAT ERNEST A. SCHERLER (CHAIRMAN OF OCEAN MEDICAL CENTER FOUNDATION); RICHARD A. GOLDMAN (VICE CHAIRMAN OF OCEAN MEDICAL CENTER FOUNDATION); ROBERT B. O'BRIEN, JR. (SECRETARY OF OCEAN MEDICAL CENTER FOUNDATION); STARR D. WHEELER (TREASURER OF OCEAN MEDICAL CENTER FOUNDATION) AND VINCENT J. VIVONA, DO, JD, FACP ARE ALSO MEMBERS OF OCEAN MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT DAVID L. FLOOD (PRESIDENT OF OCEAN MEDICAL CENTER FOUNDATION) AND JOHN K. LLOYD, FACHE ARE ALSO EX-OFFICIO MEMBERS OF OCEAN MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. RIVERVIEW MEDICAL CENTER FOUNDATION INCLUDES JOSEPH ALBERTELLI THROUGH TIMOTHY J. HOGAN. PLEASE NOTE THAT GEORGE KOLBER (CHAIRMAN OF RIVERVIEW MEDICAL CENTER FOUNDATION); ROBERT C. NEFF, ESQ. (VICE CHAIRMAN OF RIVERVIEW MEDICAL CENTER FOUNDATION); THOMAS J. GRAVINA (SECRETARY OF RIVERVIEW MEDICAL CENTER FOUNDATION); DOMENIC M. DIPIERO III (TREASURER OF RIVERVIEW MEDICAL CENTER FOUNDATION); MEREDYTH R. ARMITAGE, CAROL STILLWELL AND PHILLIPA G. WOODRIFFE, M.D. ARE ALSO MEMBERS OF RIVERVIEW MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT DAVID L. FLOOD (PRESIDENT OF RIVERVIEW MEDICAL CENTER FOUNDATION) AND JOHN K. LLOYD, FACHE ARE ALSO EX-OFFICIO MEMBERS OF RIVERVIEW MEDICAL CENTER FOUNDATION'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. INCLUDES RICHARD J. LANE THROUGH YVONNE ZAUN. PLEASE NOTE THAT JOHN J. FLYNN (CHAIRMAN OF SOUTHERN OCEAN COUNTY HOSPITAL FOUNDATION, INC.) AND JOSEPH MANCINI ARE ALSO MEMBERS OF SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT DAVID L. FLOOD (PRESIDENT OF SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.) AND JOHN K. LLOYD, FACHE ARE ALSO EX-OFFICIO MEMBERS OF SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. HEALTH INNOVATIONS UNLIMITED, INC. DOES NOT INCLUDE ANY BOARD MEMBERS ON ATTACHMENT 2. PLEASE NOTE THAT PETER RABEN (CHAIRMAN OF HEALTH INNOVATIONS UNLIMITED, INC.); JOHN GANTNER (PRESIDENT OF HEALTH INNOVATIONS UNLIMITED, INC.); SALVATORE INCIARDI (VICE PRESIDENT/SECRETARY OF HEALTH INNOVATIONS UNLIMITED, INC.); MEREDYTH ARMITAGE; JOHN K. LLOYD, FACHE; MARC H. LORY; MARIS LOWN; BERNARD NATELSON AND JANICE SWEENEY ARE ALSO MEMBERS OF HEALTH INNOVATIONS UNLIMITED, INC.'S BOARD OF TRUSTEES BUT ARE ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990. PLEASE ALSO NOTE THAT JOHN E. SINDONI, SPHR IS THE ASSISTANT SECRETARY OF HEALTH INNOVATIONS UNLIMITED, INC. BUT IS ONLY DISCLOSED ONCE ON ATTACHMENT 2 OF THIS CONSOLIDATED GROUP FORM 990.
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER REINHART ESQ TITLE:CHAIRMAN - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:THOMAS J KONONOWITZ TITLE:VICE CHAIRMAN - TRUSTEE HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MEREDYTH ARMITAGE TITLE:SECRETARY - TRUSTEE HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD AMDUR ESQ TITLE:TRUSTEE HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GREGG AZCUY TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:SERENA DIMASO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER S FALVO JR ESQ TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN J FLYNN TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JEFFREY HAGER DO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM LAWLESS TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARC H LORY TITLE:TRUSTEE; EX-OFFICIO - PRES MHC HOURS:21
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOSEPH H MANCINI TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN ROSE MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANTHONY T SCARDELLA MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:VINCENT VIVONA DO JD FACP TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GEORGE YOUNAN MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARTIN J EPSTEIN TITLE:TRUSTEE; EX-OFFICIO HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEVEN KOERNER DO TITLE:TRUSTEE; EX-OFFICIO HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN K LLOYD FACHE TITLE:TRUSTEE; EX-OFFICIO - PRES/CEO HOURS:24
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:FRANK SHARP MD TITLE:TRUSTEE; EX-OFFICIO HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PHILLIPA G WOODRIFFE MD TITLE:TRUSTEE ; EX-OFFICIO HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LEONARD J ZAWODNIAK MD TITLE:TRUSTEE ; EX-OFFICIO HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARTIN M BARGER ESQ TITLE:CHAIRMAN - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RONALD SCHRADER TITLE:SECRETARY - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CHRISTOPHER CARTON TITLE:TREASURER - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KENNETH FITZSIMMONS ESQ TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN A GIUNCO JR ESQ TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM HIMELMAN ESQ TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:EDWARD R MCGLYNN ESQ TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MAURICE MEYER III TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BARRY WESHNAK TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER RABEN TITLE:CHAIRMAN - TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:SALVATORE INCIARDI TITLE:VP/SECRETARY - TRUSTEE HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN GANTNER TITLE:TRUSTEE - PRESIDENT MHCS HOURS:12
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARIS LOWN TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BERNARD NATELSON TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JANICE SWEENEY TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BRIAN ROPER MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ALAN CABASSO MD TITLE:SECRETARY - TRUSTEE HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT A PALERMO CPA TITLE:TREASURER - TRUSTEE HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ELLIOT FRANK MD TITLE:TRUSTEE HOURS:54
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEVEN KAIRYS MD TITLE:TRUSTEE HOURS:54
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DAVID KOUNTZ MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEVEN G LITTLESON TITLE:TRUSTEE HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CARL M MARCHETTI MD TITLE:TRUSTEE - PRESIDENT HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JEROME VERNICK MD TITLE:TRUSTEE HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MOLLIE GIAMANCO TITLE:CHAIR - TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ERNEST A SCHERLER TITLE:VICE CHAIR - TRUSTEE; EX-OFF. HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GEORGE KOLBER TITLE:SECRETARY - TRUSTEE; EX-OFF. HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:NANCY SEIDENSTEIN TITLE:TREASURER - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT D BROEGE ESQ TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DAVID L FLOOD TITLE:TRUSTEE; EX-OFFICIO/PRESIDENT HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CAROL STILLWELL TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DOMENIC M DIPIERO III TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD A GOLDMAN TITLE:TRUSTEE; EX-OFFICIO HOURS:13
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:THOMAS J GRAVINA TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ERIC M KIRSCH CFA TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT C NEFF ESQ TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT B OBRIEN JR TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PHILIP L PERRICONE TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:VINCENT J PUMA TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STARR D WHEELER TITLE:TRUSTEE; EX-OFFICIO HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:T BURT BARHAM TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM C BLACK TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER CANCRO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KAREN A GOLDBLATT TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEPHAN C LOWY TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KENNETH D NAHUM MD TITLE:TRUSTEE HOURS:10
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD M NEIBART MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:SALVATORE PAPPALARDO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GINA E PETILLO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANITA ROSELLE TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM W WINGARD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:VERONICA MCTAGUE TITLE:TRUSTEE; EX-OFFICIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:NINA ANUARIO TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LESLIE H BIRD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KEVIN L BUCKELEW TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PATRICIA A CLARK TITLE:TRUSTEE HOURS:25
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:EDWARD J DIMON ESQ TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RUTH HARMS TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:HOLLY R HUBBELL TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CHRISTIAN T KOERNER MST CPA TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT A MONACO MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KAREN T OHARE TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:THOMAS J SEXTON TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DALE L WEGENER TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOSEPH ALBERTELLI TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TRACY BOYLE TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KRISTEN S BUNNELL TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD D DONOVAN TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ELIZABETH MOODY SCHMALZ FERGUSON TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT S JONES JR TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LUCY K H KALIAN TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DOUGLAS LABRECQUE TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LORE MACDONALD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:EDWARD J MCKENNA JR TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MINDY M MINERVA TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MICHAEL OSTER TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARGARET S RIKER TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER T ROSELLE TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LAWRENCE W SYKOFF EDD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TIMOTHY J HOGAN TITLE:TRUSTEE; EX-OFFICIO HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD J LANE TITLE:1ST VICE CHAIRMAN - TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DOROTHY RYAN TITLE:2ND VICE CHAIR - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARION A HERGERT TITLE:SECRETARY - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TIMOTHY G DOLAN TITLE:TREASURER - TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MICHAEL AARON MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ARTHUR BARRON TITLE:TRUSTEE HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MICHAEL BLEIMAN MD TITLE:TRUSTEE HOURS:25
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:FRED DUFFY TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER S GOLDMAN TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOAN M HART TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JEFF HORN ESQ TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ABDUL R KHALEEL MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOSEPH LATTANZI MD TITLE:TRUSTEE HOURS:15
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DEBORAH MATHIS TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANNE M NACHMAN ESQ TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DAVID M NILSEN TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KYMBERLY OAKES TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANGELA OMINSKI TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:VICTOR G RUIZ MD TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:REVEREND ALBERT J SCHWIND TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MATTHEW J SCHWING TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ROBERT SIMMONS TITLE:TRUSTEE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RITA BONIN TITLE:TRUSTEE; EX-OFFICIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOSEPH P COYLE TITLE:TRUSTEE; EX-OFFICIO HOURS:52
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LOUISE B DEVINE TITLE:TRUSTEE; EX-OFFICIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JEAN FLESCHE TITLE:TRUSTEE; EX-OFFICIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:YVONNE ZAUN TITLE:TRUSTEE; EX-OFFICIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN E SINDONI SPHR TITLE:ASSISTANT SECRETARY HOURS:15
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANN B GAVZY ESQ TITLE:SENIOR VP & GENERAL COUNSEL HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:REBECCA WEBER TITLE:SENIOR VP/CIO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD SCOTT TITLE:SENIOR VP; CLINICAL EFFECTIV. HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD HADER TITLE:SENIOR VP; NURSING HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DAVID BOSS MD TITLE:SENIOR VP; MEDICAL AFFAIRS HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:FRANK C GOLDSTEIN TITLE:VP; PHYSICIAN SERVICES HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KIM CARPENTER MD TITLE:VP; CLINICAL EFFECTIVENESS HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD A HAND TITLE:VP; FINANCE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JAMES R MOLLOY TITLE:VP; GOVERNMENTAL RELATIONS HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MICHELLE MENDELSON TITLE:VP; MERIDIAN HOME CARE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TERRY MANNA TITLE:VP; MANAGED CARE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARGARET ACCIANI TITLE:REGISTERED NURSE HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ALEXANDER LEHRER TITLE:VP; RISK MANAGEMENT HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOSEPH REICHMAN TITLE:VP; CLINICAL EFFECTIVENESS HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARILYN KOCZAN TITLE:VP; PATIENT FINANCIAL SERVICES HOURS:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
SOCH PROPERTIES 1 LLC
1140 ROUTE 72 WESTMANAHAWKINNJ08050331035243REAL ESTATENJ9281883782402SOCH PROP
SOCH PROPERTIES 3 CLOCK BLD LLC
1140 ROUTE 72 WESTMANAHAWKINNJ08050510538953REAL ESTATENJ2033951705771SOCH PROP
SOCH PROPERTIES 2 LLC
1140 ROUTE 72 WESTMANAHAWKINNJ08050260838981REAL ESTATENJ00SOCH PROP

Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
MERIDIAN HEALTH SYSTEM INC
1350 CAMPUS PARKWAYNEPTUNENJ07753223474145HEALTH SVCS.NJ501(C)(3)509(A)(3)NA
MERIDIAN SURGICAL ASSOCIATES PC
1945 STATE ROUTE 33NEPTUNENJ07753061755228HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN PEDIATRIC ASSOCIATES PC
1945 STATE ROUTE 33NEPTUNENJ07753061755230HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN MEDICAL ASSOCIATES PC
1945 STATE ROUTE 33NEPTUNENJ07753061755233HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
NORTHERN OCEAN CTY MEDICAL ASSOC PC
1945 STATE ROUTE 33NEPTUNENJ07753141981653HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
NORTHERN MONMOUTH CTY MED ASSOC PC
1945 STATE ROUTE 33NEPTUNENJ07753141981647HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN TRAUMA ASSOCIATES PC
1945 STATE ROUTE 33NEPTUNENJ07753141981651HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN OBST & GYN ASSOCIATES PC
1945 STATE ROUTE 33NEPTUNENJ07753061755239HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN PEDIATRIC SURGICAL ASSOC PC
1200 JUMPING BROOK ROAD BLDG 5 SNEPTUNENJ07753770720131HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
SHORE REHABILITATION INSTITUTE INC
425 JACK MARTIN BLVDBRICKNJ08724223274755HEALTH SVCS.NJ501(C)(3)509(A)(2)MHC
BAYSHORE COMMUNITY HOSPITAL
727 NO BEERS STHOLMDELNJ07733210744668HEALTH SVCS.NJ501(C)(3)HOSPITALMHC
BAYSHORE COMMUNITY HOSPITAL FOUNDATION
727 NO BEERS STHOLMDELNJ07733222367109FUNDRAISINGNJ501(C)(3)509(A)(1)MH SYSTEM
BAYSHORE HEALTH CARE CENTER INC
715 NO BEERS STHOLMDELNJ07733222715789HEALTH SVCS.NJ501(C)(3)509(A)(2)MH SYSTEM
SOMC MEDICAL GROUP PC
1140 RT 72 WESTMANAHAWKINNJ08050271412183HEALTH SVCS.NJ501(C)(3)509(A)(2)MPI
MERIDIAN OCCUPATIONAL HEALTH PC
1350 CAMPUS PARKWAYNEPTUNENJ07753272377326HEALTH SVCS.NJ501(C)(3)509(A)(2)MH SYSTEM

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1COASTAL CO-OP OF NJBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11350 CAMPUS PARKWAYAddressLine1
CityNEPTUNECity
StateNJState
ZIP Code07753ZIPCode
FieldValueIRS element (for citing)
EIN223603146EIN
Primary ActivityPURCHASINGPrimaryActivity
Legal Domicile StateNJLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MHCBusinessNameLine1
FieldValueIRS element (for citing)
Disproportionate AllocationsfalseDisproportionateAllocations
Code V$0CodeVAmount
General Or Managing PartnerfalseGeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryDirect Controlling Entity NADirectControllingEntityNA
ASSISTED LIVING AT COLTS NECK INC
3349 HIGHWAY 138 BLDG C SUITE AWALLNJ07719222567119HEALTHCARE SVCS.NJNAC CORP.
MERIDIAN HEALTH MANAGEMENT INC
1350 CAMPUS PARKWAYNEPTUNENJ07753222519699HEALTHCARE SVCS.NJNAC CORP.
MERIDIAN HEALTHWARES BRICK
1350 CAMPUS PARKWAYNEPTUNENJ07753223571926HEALTHCARE SVCS.NJNAC CORP.
MERIDIAN HEALTHWARES WEST LONG BRANCH
1350 CAMPUS PARKWAYNEPTUNENJ07753223571931HEALTHCARE SVCS.NJNAC CORP.
COASTAL MEDICAL INSURANCE LTD
980166769FINANCIAL VEHICLENAFOREIGN CORP.44 CHURCH STREET 3RD FLOORHAMILTONBERMUDABDHA 12BD
COMPASS HEALTHCARE INC
1140 ROUTE 72 WESTMANAHAWKINNJ08050223357958HEALTHCARE SVCS.NJC CORP.N/A
BAYSHORE HEALTHCARE MANAGEMENT CORP
727 NO BEERS STHOLMDELNJ07733222550716HEALTHCARE SVCS.NJC CORP.N/A
HCMC INC
PO BOX 176HOLMDELNJ07733222620595HEALTHCARE SVCS.NJC CORP.N/A
BAYSHORE CENTER FOR REHAB & PHYS THERAPY
1 BETHANY ROAD SUITE 43HAZLETNJ07730223116637INACTIVENJC CORP.N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgtruePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1BAYSHORE COMMUNITY HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved55000AmountInvolved

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierORGANIZATIONS INCLUDED IN GROUP EXEMPTIONIdentifier
Return ReferenceSCHEDULE R; GROUP EXEMPTIONReturnReference
ExplanationOUTLINED BELOW IS A LIST OF ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. MERIDIAN HOSPITALS CORPORATION (FEID: 22-3471515) HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235) RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099)Explanation

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