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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. false false 168807000 0 186720000 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY CARDIAC SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 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. 91741000 0 91572000 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ONCOLOGY SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 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. 77944000 0 83520000 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ORTHOPEDIC/REHABILITATION SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2010 THE ORGANIZATION SERVICED 15,783 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 28,523 PATIENT DAYS. 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7316305 4371001 1162958 3016475 191568 60265148 48984613 11254376 26159 13129618 6353201 6757201 19216 PROVISION FOR BAD DEBTS 49738981 47238831 2112311 387839 CONSULTING & PROF. 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OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: HEALTH INNOVATIONS UNLIMITED, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH REALTY CORPORATION; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION; MERIDIAN HOME CARE SERVICES, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN NURSING AND REHABILITATION, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN PRACTICE INSTITUTE, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. SOCH PROPERTIES, INC.; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION. 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TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTE SCHEDULE D, PART X THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT 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. 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PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE MERIDIAN REHABILITATION AT FORKED RIVER

730 LACEY ROAD FORKED RIVER NJ 08731

PHYSICAL THERAPY CENTER FOR SLEEP DISORDERS

2446 CHURCH ROAD SUITE 3A TOMS RIVER NJ 08753

SLEEP LAB MERIDIAN REHAB AT LITTLE EGG HARBOR

279 MATHISTOWN ROAD LITTLE EGG HARBOR NJ 08087

PHYSICAL THERAPY/OCCUPATIONAL THERAPY TRANSITIONAL MEDICATION SERVICE

51 DAVIS AVENUE NEPTUNE NJ 07753

PSYCHIATRIC EVALUATION/ MEDICATION MANAGEMENT FINANCIAL ASSISTANCE POLICY SCHEDULE H, PART I, LINE 2 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. 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 ELIGIBILITY SCHEDULE H, PART I, LINE 3C NOT APPLICABLE. THE ORGANIZATION USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE. COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6A MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 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 COST SCHEDULE H, PART I, LINE 7 THE 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 EXPENSE SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION, RECEIVES AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY. COLLECTIBILITY OF ACCOUNTS RECEIVABLE ------------------------------------- THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTIBILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTIBILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES PROVIDED. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE ------------ THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE 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 SHORTFALL SCHEDULE H, PART III, LINE 8 MEDICARE 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 CONTINUED SCHEDULE H, PART III, LINE 8 FOR JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER AND OCEAN MEDICAL CENTER, MERIDIAN USES THE SIEMENS COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES. AS A RESULT OF A STATUTORY MERGER, SOUTHERN OCEAN MEDICAL CENTER BECAME A DIVISION OF MERIDIAN HOSPITALS CORPORATION EFFECTIVE JULY 1, 2010. SOUTHERN OCEAN MEDICAL CENTER HAS NOT INTEGRATED ITS SYSTEMS INTO MERIDIAN'S SYSTEMS AND DOES NOT USE THE SAME COSTING METHODOLOGY AS MERIDIAN. SOUTHERN OCEAN MEDICAL CENTER USES THE RATIO COST TO CHARGE METHODOLOGY TO CALCULATE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. DEBT COLLECTION POLICY SCHEDULE H, PART III, LINE 9B MERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - ACCOUNTS UNDER $7,500 THAT REACH THE END OF THE CYCLE AUTOMATICALLY TRANSFER TO THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - PAYMENTS AND FILES ARE RECONCILED THROUGH THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM REPORT (RMSSMS REC TOTALS) WHICH IS SENT TO MERIDIAN'S FINANCE DEPARTMENT. - AUTOMATIC TRANSFER TO A SECONDARY COLLECTION AGENCY OCCURS 180 DAYS AFTER PRIMARY PLACEMENT. - AUTOMATIC TRANSFER TO A TERTIARY ATTORNEY OCCURS 180 DAYS AFTER SECONDARY ASSIGNMENT. FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B NOT APPLICABLE. NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 ASSESSING 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 ASSISTANCE SCHEDULE H, PART VI; QUESTION 3 MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS. COMMUNITY INFORMATION SCHEDULE H, PART VI; QUESTION 4 MERIDIAN HEALTH OPERATES 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 HEALTH SCHEDULE H, PART VI; QUESTION 5 THIS 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 SYSTEM SCHEDULE H, PART VI; QUESTION 6 MERIDIAN HEALTH SYSTEM, INC. ---------------------------- MERIDIAN HEALTH SYSTEM, INC. ("MERIDIAN") IS THE TAX-EXEMPT PARENT OF THE MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER MERIDIAN OR ANOTHER SYSTEM AFFILIATE CONTROLLED BY MERIDIAN. 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 REPORT SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. true AMERICAN CANCER SOCIETY 801 BROAD STREET SHREWSBURY NJ 07702 131788491 501(C)(3) 23900 RESEARCH SUPPORT AMERICAN HEART ASSOCIATION 1 UNION ST ROBBINSVILLE NJ 08691 135613797 501(C)(3) 21350 RESEARCH SUPPORT HOLIDAY EXPRESS 968 SHREWSBURY AVE TINTON FALLS NJ 07724 222470019 501(C)(3) 7500 SAFETY & WELLNESS JUVENILE DIABETES RESEARCH FOUNDATION 120 WALL STREET NEW YORK NY 100054001 231707729 501(C)(3) 6000 CHILDREN'S HEALTH AMERICAN RED CROSS 1540 W PARK AVE TINTON FALLS NJ 07020 530196605 501(C)(3) 5500 SAFETY & WELLNESS BAYSHORE COMMUNITY HOSPITAL FDN 727 N BEERS ST HOLMDEL NJ 07733 222367109 501(C)(3) 6400 SAFETY & WELLNESS BIG BROTHERS BIG SISTERS 174 MAIN ST EATONTOWN NJ 07724 222115416 501(C)(3) 12500 CHILDREN'S HEALTH MONMOUTH PARK CHARITY FUND 175 OCEANPORT AVE OCEANPORT NJ 07757 226063135 501(C)(3) 5500 SAFETY & WELLNESS RED BANK RIVER CENTER 20 BROAD ST RED BANK NJ 07701 223133371 501(C)(3) 12000 COMMUNITY SUPPORT TWO RIVER THEATER COMPANY 21 BRIDGE AVE RED BANK NJ 07701 521857757 501(C)(3) 11800 ART & CULTURE MONMOUTH UNIVERSITY 400 CEDAR AVE WEST LONG BRANCH NJ 07764 210634584 501(C)(3) 7000 EDUCATIONAL SUPPORT BOY SCOUTS OF AMERICA 705 GINESI DRIVE MORGANVILLE NJ 07751 223626147 501(C)(3) 8400 CHILDREN'S HEALTH BROOKDALE COMMUNITY COLLEGE FOUNDATION TRUST 765 NEWMAN SPRINGS ROAD LINCROFT NJ 07738 237245431 501(C)(3) 6000 EDUCATIONAL SUPPORT FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC 3300 ROUTE 66 NEPTUNE NJ 07753 222622522 501(C)(3) 5200 SAFETY & WELLNESS GEORGIAN COURT 900 LAKEWOOD AVENUE LAKEWOOD NJ 08701 210634981 501(C)(3) 51500 EDUCATION JERSEY SHORE COUNCIL BSA 1518 RIDGEWAY ROAD TOMS RIVER NJ 08755 210634999 501(C)(3) 11000 PROGRAM SUPPORT THE ALEXANDRA ROSE TOZZI MEMORIAL FDN 1011 HIGHWAY 71 SPRING LAKE NJ 07762 206130205 501(C)(3) 5500 PROGRAM SUPPORT 73 0 EDUCATIONAL SCHOLARSHIPS 163 204750 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I; QUESTION 2 OVER THE YEARS, MERIDIAN HEALTH HAS BEEN FORTUNATE TO OFFER SUPPORT THROUGH CHARITABLE DONATIONS TO CHARITABLE ORGANIZATIONS IN MERIDIAN HEALTH'S COMMUNITY SERVICE AREA. ADDITIONALLY, MERIDIAN ENCOURAGES ITS LEADERS, PHYSICIANS, AND TEAM MEMBERS TO SERVE ON THESE LOCAL CHARITABLE BOARDS AND COMMITTEES TO ENSURE THAT CONTRIBUTIONS OFFERED THROUGH MERIDIAN ARE UTILIZED APPROPRIATELY. MERIDIAN ESTABLISHES AN ANNUAL AMOUNT TO BE DONATED TO SUPPORT OTHER LOCAL TAX EXEMPT CHARITIES AND UTILIZES THE FOLLOWING CRITERIA IN EVALUATING THE NUMEROUS REQUESTS RECEIVED FROM LOCAL TAX EXEMPT CHARITIES: - GROUPS THAT PROMOTE AWARENESS OF HEALTH-RELATED ISSUES - COMMUNITY ASSOCIATIONS THAT HELP THOSE IN NEED OF BASIC NECESSITIES INCLUDING, BUT NOT LIMITED TO, FOOD, CLOTHING, AND SHELTER - ORGANIZATIONS THAT ENCOURAGE YOUNG PEOPLE TO ACHIEVE THEIR POTENTIAL, USE THEIR IMAGINATION, AND KEEP THEM SAFE FROM HARM - SOCIAL SERVICES THAT PROVIDE RELIEF AND COUNSELING TO THOSE SUFFERING FROM ABUSE MERIDIAN VERIFIES THE USE OF CONTRIBUTED FUNDS BY ATTENDING SUPPORTED EVENTS, REQUESTING COPIES OF JOURNAL ADS OR PROOF OF "FUNDED-BY" SIGNAGE, REVIEWING ORGANIZATIONAL ANNUAL REPORTS, AND VOLUNTEERING WITH THESE ORGANIZATIONS TO ENSURE THE ADVANCEMENT OF THE SUPPORTED MISSION. X X X X X false true false false false false false true false MARC H LORY 528501 0 150000 0 1056306 0 29460 0 25011 0 1789278 0 1015352 0 JOHN K LLOYD FACHE 899129 0 540000 0 64608 0 252861 0 25150 0 1781748 0 0 0 SALVATORE INCIARDI 311421 0 115000 0 142821 0 33028 0 21064 0 623334 0 120949 0 JOHN GANTNER 576529 0 215000 0 31609 0 309864 0 23424 0 1156426 0 0 0 ALAN CABASSO MD 0 225653 0 0 0 8797 0 40852 0 19109 0 294411 0 0 ROBERT A PALERMO CPA 267437 0 60000 0 22850 0 35952 0 22008 0 408247 0 0 0 ELLIOT FRANK MD 0 361750 0 40000 0 40280 0 39104 0 20609 0 501743 0 0 STEVEN KAIRYS MD 0 324473 0 22500 0 58289 0 32389 0 20285 0 457936 0 0 DAVID KOUNTZ MD 353630 0 45000 0 15388 0 21032 0 21332 0 456382 0 0 0 STEVEN G LITTLESON 507038 0 135000 0 185074 0 25978 0 22262 0 875352 0 158274 0 CARL M MARCHETTI MD 151950 0 16522 0 28673 0 21037 0 16134 0 234316 0 0 0 JEROME VERNICK MD 0 462179 0 25512 0 58940 0 30503 0 13834 0 590968 0 0 DAVID L FLOOD 342564 0 105000 0 19380 0 17353 0 22505 0 506802 0 0 0 TIMOTHY J HOGAN 448240 0 100000 0 7170 0 131039 0 21486 0 707935 0 0 0 JOSEPH P COYLE 420976 0 217500 0 26080 0 152972 0 27011 0 844539 0 0 0 JOHN E SINDONI SPHR 330188 0 112500 0 161179 0 39552 0 23224 0 666643 0 152522 0 ANN B GAVZY ESQ 326184 0 80000 0 111121 0 26586 0 23064 0 566955 0 91846 0 REBECCA WEBER 363896 0 95000 0 9427 0 49463 0 15729 0 533515 0 0 0 RICHARD SCOTT 358241 0 82000 0 23420 0 22438 0 23323 0 509422 0 0 0 RICHARD HADER 255895 0 60000 0 13440 0 24418 0 22841 0 376594 0 0 0 DAVID BOSS MD 276874 0 41000 0 7103 0 16635 0 12672 0 354284 0 0 0 FRANK C GOLDSTEIN 311740 0 65000 0 29401 0 33741 0 15632 0 455514 0 0 0 KIM CARPENTER MD 297564 0 44000 0 9439 0 25106 0 21152 0 397261 0 0 0 RICHARD A HAND 251717 0 70300 0 6013 0 16319 0 14068 0 358417 0 0 0 JAMES R MOLLOY 249349 0 55000 0 5062 0 28046 0 22902 0 360359 0 0 0 MICHELLE MENDELSON 215710 0 47000 0 1687 0 22214 0 22328 0 308939 0 0 0 TERRY MANNA 235359 0 50000 0 22669 0 19377 0 20707 0 348112 0 0 0 MARGARET ACCIANI 284711 0 0 0 20694 0 25738 0 1705 0 332848 0 0 0 ALEXANDER LEHRER 218187 0 51000 0 29512 0 27669 0 4834 0 331202 0 0 0 JOSEPH REICHMAN 285000 0 0 0 11572 0 4900 0 2428 0 303900 0 0 0 MARILYN KOCZAN 216495 0 46000 0 24510 0 55705 0 4937 0 347647 0 0 0 COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4B THE 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 INFORMATION SCHEDULE J, PART I; QUESTION 7 THE 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 INFORMATION SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 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 INFORMATION SCHEDULE J, PART II PLEASE 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. NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579E7X8 2003-02-20 100000000 CONSTRUCT & EQUIP FACILITY false false true NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FDA8 2004-06-24 14725000 CONSTRUCT & EQUIP FACILITY false false true NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FJQ7 2006-11-22 5100000 CONSTRUCT & EQUIP FACILITY false false true NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FVN0 2008-04-21 145125000 CONSTRUCT & EQUIP FACILITY false false true 101992605 515750 204793 101271057 1005 2004 false false true true 1655000 15976909 134400 41913 15800596 2007 false false true true 5207649 77976 58097 5070521 1055 2007 false false true true 300000 147173605 1003169 2701986 143418575 49875 2009 false false true true false true false false true 0.00970 0.00000 0.00970 true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false true false false true 0.01370 0.00000 0.01370 true true true false false false false true true false false false false false true false false false false false false false false false false TAX-EXEMPT BOND ISSUES SCHEDULE K, PART I CERTAIN 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 ISSUES SCHEDULE K, PART I PLEASE 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. CHRISTINE F HADER FAMILY MEMBER OF KEY EMPLOYEE 1500 SCHOLARSHIP AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 750 SCHOLARSHIP CHRISTINE F HADER FAMILY MEMBER - KEY EMPL. 112980 EMPLOYEE false AURELIA HADER FAMILY MEMBER - KEY EMPL. 66828 EMPLOYEE false TD BANK OFFICER - LLOYD 408328 BANK FEES false QUALCARE INC OFFICERS - GANTNER/LLOYD 3630675 CLAIMS ADMINISTRATION false ANGELA A PROPER FAMILY MEMBER - TRUSTEE 17972 EMPLOYEE false STILLWELL-HANSEN INC TRUSTEE - STILLWELL 130363 PRODUCT/EQUIPMENT false AMY DELANEY FAMILY MEMBER - OFFICER 49484 EMPLOYEE false PETER WEGENER FAMILY MEMBER - TRUSTEE 20210 EMPLOYEE false LAVERNE MUSCIO-CABASSO FAMILY MEMBER - TRUSTEE 92729 EMPLOYEE false JERSEY SHORE RADIOLOGY TRUSTEE - ZAWODNIAK 207722 MEDICAL false RICHARD EPSTEIN FAMILY MEMBER - TRUSTEE 183600 EMPLOYEE false GRANTS TO INTERESTED PERSONS SCHEDULE L, PART III PLEASE 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. X 6 575787 FMV false true true SOLICITATION SCHEDULE M, PART I; QUESTION 32A THE ORGANIZATIONS INCLUDED IN THIS GROUP RETURN RETAIN THE SERVICES OF AN OUTSIDE, INDEPENDENT INVESTMENT BROKERAGE FIRM TO SELL ANY DONATED SECURITIES. DISCLOSURE INFORMATION - CHANGE OF OWNERSHIP CORE FORM SUBSEQUENT 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 STATEMENT CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 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. 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 ACCOMPLISHMENTS DELIVERING 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 ACCOMPLISHMENTS MERIDIAN'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 ACCOMPLISHMENTS CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. DISCLOSURE INFORMATION CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING: HEALTH INNOVATIONS UNLIMITED, INC.; 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 INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN GANTNER AND JOHN K. LLOYD, FACHE - BUSINESS RELATIONSHIP DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 4 THE 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 INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") AND SOCH PROPERTIES, INC. MHS HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. MERIDIAN HEALTH REALTY CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF SOCH PROPERTIES, INC.'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN SOCH PROPERTIES, INC.'S BYLAWS. DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11A THE 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 INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 MERIDIAN HEALTH, THE PARENT ORGANIZATION, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF THE SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'S CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE 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 INFORMATION CORE FORM 990; PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE SYSTEM'S PARENT ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THE PARENT ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND 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 INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATIONS ARE PART OF MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ORGANIZATIONS INCLUDED IN THIS GROUP RETURN HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. EACH ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART 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 ASSETS CORE FORM, PART XI; QUESTION 5 OTHER 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 STATEMENTS CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION FOR THE YEARS ENDED DECEMBER 31, 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 TRUSTEES PART VII AND ATTACHMENT 2 PART 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 ORGANIZATION FORM 990 PART VII NAME:PETER REINHART ESQ TITLE:CHAIRMAN - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS J KONONOWITZ TITLE:VICE CHAIRMAN - TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MEREDYTH ARMITAGE TITLE:SECRETARY - TRUSTEE HOURS:9 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD AMDUR ESQ TITLE:TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GREGG AZCUY TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SERENA DIMASO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PETER S FALVO JR ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN J FLYNN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEFFREY HAGER DO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM LAWLESS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC H LORY TITLE:TRUSTEE; EX-OFFICIO - PRES MHC HOURS:21 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH H MANCINI TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN ROSE MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANTHONY T SCARDELLA MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VINCENT VIVONA DO JD FACP TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE YOUNAN MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARTIN J EPSTEIN TITLE:TRUSTEE; EX-OFFICIO HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVEN KOERNER DO TITLE:TRUSTEE; EX-OFFICIO HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN K LLOYD FACHE TITLE:TRUSTEE; EX-OFFICIO - PRES/CEO HOURS:24 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK SHARP MD TITLE:TRUSTEE; EX-OFFICIO HOURS:9 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PHILLIPA G WOODRIFFE MD TITLE:TRUSTEE ; EX-OFFICIO HOURS:9 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEONARD J ZAWODNIAK MD TITLE:TRUSTEE ; EX-OFFICIO HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARTIN M BARGER ESQ TITLE:CHAIRMAN - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RONALD SCHRADER TITLE:SECRETARY - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTOPHER CARTON TITLE:TREASURER - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH FITZSIMMONS ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN A GIUNCO JR ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM HIMELMAN ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWARD R MCGLYNN ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MAURICE MEYER III TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BARRY WESHNAK TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PETER RABEN TITLE:CHAIRMAN - TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SALVATORE INCIARDI TITLE:VP/SECRETARY - TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN GANTNER TITLE:TRUSTEE - PRESIDENT MHCS HOURS:12 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARIS LOWN TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BERNARD NATELSON TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JANICE SWEENEY TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN ROPER MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALAN CABASSO MD TITLE:SECRETARY - TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A PALERMO CPA TITLE:TREASURER - TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELLIOT FRANK MD TITLE:TRUSTEE HOURS:54 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVEN KAIRYS MD TITLE:TRUSTEE HOURS:54 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID KOUNTZ MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVEN G LITTLESON TITLE:TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CARL M MARCHETTI MD TITLE:TRUSTEE - PRESIDENT HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEROME VERNICK MD TITLE:TRUSTEE HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MOLLIE GIAMANCO TITLE:CHAIR - TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ERNEST A SCHERLER TITLE:VICE CHAIR - TRUSTEE; EX-OFF. HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE KOLBER TITLE:SECRETARY - TRUSTEE; EX-OFF. HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NANCY SEIDENSTEIN TITLE:TREASURER - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT D BROEGE ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID L FLOOD TITLE:TRUSTEE; EX-OFFICIO/PRESIDENT HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL STILLWELL TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOMENIC M DIPIERO III TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD A GOLDMAN TITLE:TRUSTEE; EX-OFFICIO HOURS:13 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS J GRAVINA TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ERIC M KIRSCH CFA TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT C NEFF ESQ TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT B OBRIEN JR TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PHILIP L PERRICONE TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VINCENT J PUMA TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STARR D WHEELER TITLE:TRUSTEE; EX-OFFICIO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:T BURT BARHAM TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM C BLACK TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PETER CANCRO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAREN A GOLDBLATT TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEPHAN C LOWY TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH D NAHUM MD TITLE:TRUSTEE HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD M NEIBART MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SALVATORE PAPPALARDO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GINA E PETILLO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANITA ROSELLE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM W WINGARD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VERONICA MCTAGUE TITLE:TRUSTEE; EX-OFFICIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NINA ANUARIO TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LESLIE H BIRD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KEVIN L BUCKELEW TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA A CLARK TITLE:TRUSTEE HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWARD J DIMON ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RUTH HARMS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HOLLY R HUBBELL TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTIAN T KOERNER MST CPA TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A MONACO MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAREN T OHARE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS J SEXTON TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DALE L WEGENER TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH ALBERTELLI TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TRACY BOYLE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KRISTEN S BUNNELL TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD D DONOVAN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELIZABETH MOODY SCHMALZ FERGUSON TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT S JONES JR TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LUCY K H KALIAN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS LABRECQUE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LORE MACDONALD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWARD J MCKENNA JR TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MINDY M MINERVA TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL OSTER TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET S RIKER TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PETER T ROSELLE TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LAWRENCE W SYKOFF EDD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TIMOTHY J HOGAN TITLE:TRUSTEE; EX-OFFICIO HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD J LANE TITLE:1ST VICE CHAIRMAN - TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOROTHY RYAN TITLE:2ND VICE CHAIR - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARION A HERGERT TITLE:SECRETARY - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TIMOTHY G DOLAN TITLE:TREASURER - TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL AARON MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ARTHUR BARRON TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL BLEIMAN MD TITLE:TRUSTEE HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRED DUFFY TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PETER S GOLDMAN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOAN M HART TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEFF HORN ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ABDUL R KHALEEL MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH LATTANZI MD TITLE:TRUSTEE HOURS:15 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DEBORAH MATHIS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANNE M NACHMAN ESQ TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID M NILSEN TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KYMBERLY OAKES TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANGELA OMINSKI TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VICTOR G RUIZ MD TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REVEREND ALBERT J SCHWIND TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MATTHEW J SCHWING TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT SIMMONS TITLE:TRUSTEE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RITA BONIN TITLE:TRUSTEE; EX-OFFICIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH P COYLE TITLE:TRUSTEE; EX-OFFICIO HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LOUISE B DEVINE TITLE:TRUSTEE; EX-OFFICIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEAN FLESCHE TITLE:TRUSTEE; EX-OFFICIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:YVONNE ZAUN TITLE:TRUSTEE; EX-OFFICIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN E SINDONI SPHR TITLE:ASSISTANT SECRETARY HOURS:15 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANN B GAVZY ESQ TITLE:SENIOR VP & GENERAL COUNSEL HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REBECCA WEBER TITLE:SENIOR VP/CIO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD SCOTT TITLE:SENIOR VP; CLINICAL EFFECTIV. HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD HADER TITLE:SENIOR VP; NURSING HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID BOSS MD TITLE:SENIOR VP; MEDICAL AFFAIRS HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK C GOLDSTEIN TITLE:VP; PHYSICIAN SERVICES HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KIM CARPENTER MD TITLE:VP; CLINICAL EFFECTIVENESS HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD A HAND TITLE:VP; FINANCE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES R MOLLOY TITLE:VP; GOVERNMENTAL RELATIONS HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHELLE MENDELSON TITLE:VP; MERIDIAN HOME CARE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRY MANNA TITLE:VP; MANAGED CARE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET ACCIANI TITLE:REGISTERED NURSE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALEXANDER LEHRER TITLE:VP; RISK MANAGEMENT HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH REICHMAN TITLE:VP; CLINICAL EFFECTIVENESS HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARILYN KOCZAN TITLE:VP; PATIENT FINANCIAL SERVICES HOURS: SOCH PROPERTIES 1 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 331035243 REAL ESTATE NJ 928188 3782402 SOCH PROP SOCH PROPERTIES 3 CLOCK BLD LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 510538953 REAL ESTATE NJ 203395 1705771 SOCH PROP SOCH PROPERTIES 2 LLC 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 260838981 REAL ESTATE NJ 0 0 SOCH PROP MERIDIAN HEALTH SYSTEM INC 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 223474145 HEALTH SVCS. 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(FEID: 06-1755235) RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099)