Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1350 CAMPUS PARKWAY
 
Room/suite
City or town, state or country, and ZIP + 4
NEPTUNE, NJ07753
D Employer identification number

01-0649794
E Telephone number

G Gross receipts $ 1,285,712,752
F Name and address of principal officer:
JOHN K LLOYD FACHE
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.meridianhealth.com
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet3827
K Form of organization:
 
L Year of formation: 1997
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 14
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 10,002
6 Total number of volunteers (estimate if necessary) .... 6 2,663
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 2,585,991
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -5,521,554
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 20,229,780 19,671,527
9 Program service revenue (Part VIII, line 2g) ......... 1,084,772,014 1,238,262,832
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,318,171 14,364,672
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 11,023,169 9,570,971
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,124,343,134 1,281,870,002
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 520,445 567,922
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 526,923,282 582,179,905
16a Professional fundraising fees (Part IX, column (A), line 11e).... 232,130 338,411
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,321,326    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 553,665,271 626,480,052
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,081,341,128 1,209,566,290
19 Revenue less expenses. Subtract line 18 from line 12...... 43,002,006 72,303,712
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,403,061,370 1,733,738,284
21 Total liabilities (Part X, line 26)............ 923,466,841 1,003,299,523
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 479,594,529 730,438,761
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES. THE ENTITIES PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 168,807,000 including grants of $ 0 ) (Revenue $ 186,720,000 )
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.
4b (Code:   ) (Expenses $ 91,741,000 including grants of $ 0 ) (Revenue $ 91,572,000 )
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.
4c (Code:   ) (Expenses $ 77,944,000 including grants of $ 0 ) (Revenue $ 83,520,000 )
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. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 650,170,276 including grants of $ 567,922 ) (Revenue $ 876,833,182 )
4e Total program service expensesMediumBullet$ 988,662,276
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
No
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
1,200
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
10,002
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
22
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JOHN GANTNER
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
(732) 751-7500
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) PETER REINHART ESQ
CHAIRMAN - TRUSTEE
 3.0 X   X       0 0 0
(2) THOMAS J KONONOWITZ
VICE CHAIRMAN - TRUSTEE
 3.0 X   X       0 0 0
(3) MEREDYTH ARMITAGE
SECRETARY - TRUSTEE
 3.0 X   X       0 0 0
(4) RICHARD AMDUR ESQ
TRUSTEE
 3.0 X           0 0 0
(5) GREGG AZCUY
TRUSTEE
 3.0 X           0 0 0
(6) SERENA DIMASO
TRUSTEE
 3.0 X           0 0 0
(7) PETER S FALVO JR ESQ
TRUSTEE
 3.0 X           0 0 0
(8) JOHN J FLYNN
TRUSTEE
 3.0 X           0 0 0
(9) JEFFREY HAGER DO
TRUSTEE
 3.0 X           0 0 0
(10) WILLIAM LAWLESS
TRUSTEE
 3.0 X           0 0 0
(11) MARC H LORY
TRUSTEE; EX-OFFICIO - PRES MHC
 34.0 X   X       1,734,807 0 54,471
(12) JOSEPH H MANCINI
TRUSTEE
 3.0 X           0 0 0
(13) JOHN ROSE MD
TRUSTEE
 3.0 X           10,000 0 0
(14) ANTHONY T SCARDELLA MD
TRUSTEE
 3.0 X           0 0 0
(15) VINCENT VIVONA DO JD FACP
TRUSTEE
 3.0 X           98,479 0 0
(16) GEORGE YOUNAN MD
TRUSTEE
 3.0 X           0 0 0
(17) MARTIN J EPSTEIN
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) STEVEN KOERNER DO
TRUSTEE; EX-OFFICIO
 3.0 X           35,782 0 0
(19) JOHN K LLOYD FACHE
TRUSTEE; EX-OFFICIO - PRES/CEO
 31.0 X   X       1,503,737 0 278,011
(20) FRANK SHARP MD
TRUSTEE; EX-OFFICIO
 3.0 X           35,863 0 0
(21) PHILLIPA G WOODRIFFE MD
TRUSTEE ; EX-OFFICIO
 3.0 X           30,000 0 0
(22) LEONARD J ZAWODNIAK MD
TRUSTEE ; EX-OFFICIO
 3.0 X           0 0 0
(23) MARTIN M BARGER ESQ
CHAIRMAN - TRUSTEE
 3.0 X   X       0 0 0
(24) RONALD SCHRADER
SECRETARY - TRUSTEE
 3.0 X   X       0 0 0
(25) CHRISTOPHER CARTON
TREASURER - TRUSTEE
 3.0 X   X       0 0 0
(26) KENNETH FITZSIMMONS ESQ
TRUSTEE
 3.0 X           0 0 0
(27) JOHN A GIUNCO JR ESQ
TRUSTEE
 3.0 X           0 0 0
(28) WILLIAM HIMELMAN ESQ
TRUSTEE
 3.0 X           0 0 0
(29) EDWARD R MCGLYNN ESQ
TRUSTEE
 3.0 X           0 0 0
(30) MAURICE MEYER III
TRUSTEE
 3.0 X           0 0 0
(31) BARRY WESHNAK
TRUSTEE
 3.0 X           0 0 0
(32) PETER RABEN
CHAIRMAN - TRUSTEE
 3.0 X   X       0 0 0
(33) SALVATORE INCIARDI
VP/SECRETARY - TRUSTEE
 3.0 X   X       569,242 0 54,092
(34) JOHN GANTNER
TRUSTEE - PRESIDENT MHCS
 43.0 X   X       823,138 0 333,288
(35) MARIS LOWN
TRUSTEE
 3.0 X           0 0 0
(36) BERNARD NATELSON
TRUSTEE
 3.0 X           0 0 0
(37) JANICE SWEENEY
TRUSTEE
 3.0 X           0 0 0
(38) BRIAN ROPER MD
TRUSTEE
 3.0 X           14,826 0 0
(39) ALAN CABASSO MD
SECRETARY - TRUSTEE
 3.0 X   X       0 234,450 59,961
(40) ROBERT A PALERMO CPA
TREASURER - TRUSTEE
 3.0 X   X       350,287 0 57,960
(41) ELLIOT FRANK MD
TRUSTEE
 1.0 X           0 442,030 59,713
(42) STEVEN KAIRYS MD
TRUSTEE
 1.0 X           0 405,262 52,674
(43) DAVID KOUNTZ MD
TRUSTEE
 55.0 X           414,018 0 42,364
(44) STEVEN G LITTLESON
TRUSTEE
 3.0 X           827,112 0 48,240
(45) CARL M MARCHETTI MD
TRUSTEE - PRESIDENT
 7.5 X   X       197,145 0 37,171
(46) JEROME VERNICK MD
TRUSTEE
 3.0 X           0 546,631 44,337
(47) MOLLIE GIAMANCO
CHAIR - TRUSTEE; EX-OFFICIO
 3.0 X   X       0 0 0
(48) ERNEST A SCHERLER
VICE CHAIR - TRUSTEE; EX-OFF.
 3.0 X   X       0 0 0
(49) GEORGE KOLBER
SECRETARY - TRUSTEE; EX-OFF.
 3.0 X           0 0 0
(50) NANCY SEIDENSTEIN
TREASURER - TRUSTEE
 3.0 X   X       0 0 0
(51) ROBERT D BROEGE ESQ
TRUSTEE
 3.0 X           0 0 0
(52) DAVID L FLOOD
TRUSTEE; EX-OFFICIO/PRESIDENT
 50.0 X   X       466,944 0 39,858
(53) CAROL STILLWELL
TRUSTEE
 3.0 X           0 0 0
(54) DOMENIC M DIPIERO III
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(55) RICHARD A GOLDMAN
TRUSTEE; EX-OFFICIO
 3.0 X           3,791 0 0
(56) THOMAS J GRAVINA
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(57) ERIC M KIRSCH CFA
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(58) ROBERT C NEFF ESQ
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(59) ROBERT B OBRIEN JR
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(60) PHILIP L PERRICONE
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(61) VINCENT J PUMA
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(62) STARR D WHEELER
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(63) T BURT BARHAM
TRUSTEE
 3.0 X           0 0 0
(64) WILLIAM C BLACK
TRUSTEE
 3.0 X           0 0 0
(65) PETER CANCRO
TRUSTEE
 3.0 X           0 0 0
(66) KAREN A GOLDBLATT
TRUSTEE
 3.0 X           0 0 0
(67) STEPHAN C LOWY
TRUSTEE
 3.0 X           0 0 0
(68) KENNETH D NAHUM MD
TRUSTEE
 3.0 X           3,021 0 0
(69) RICHARD M NEIBART MD
TRUSTEE
 3.0 X           0 0 0
(70) SALVATORE PAPPALARDO
TRUSTEE
 3.0 X           0 0 0
(71) GINA E PETILLO
TRUSTEE
 3.0 X           0 0 0
(72) ANITA ROSELLE
TRUSTEE
 3.0 X           0 0 0
(73) WILLIAM W WINGARD
TRUSTEE
 3.0 X           0 0 0
(74) VERONICA MCTAGUE
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(75) NINA ANUARIO
TRUSTEE
 3.0 X           0 0 0
(76) LESLIE H BIRD
TRUSTEE
 3.0 X           0 0 0
(77) KEVIN L BUCKELEW
TRUSTEE
 3.0 X           0 0 0
(78) PATRICIA A CLARK
TRUSTEE
 3.0 X           88,747 0 13,871
(79) JAMES CLARKE MD
TRUSTEE
 3.0 X           61,921 0 1,851
(80) EDWARD J DIMON ESQ
TRUSTEE
 3.0 X           0 0 0
(81) RUTH HARMS
TRUSTEE
 3.0 X           0 0 0
(82) HOLLY R HUBBELL
TRUSTEE
 3.0 X           0 0 0
(83) CHRISTIAN T KOERNER MST CPA
TRUSTEE
 3.0 X           0 0 0
(84) ROBERT A MONACO MD
TRUSTEE
 3.0 X           0 0 0
(85) KAREN T OHARE
TRUSTEE
 3.0 X           0 0 0
(86) THOMAS J SEXTON
TRUSTEE
 3.0 X           0 0 0
(87) DALE L WEGENER
TRUSTEE
 3.0 X           0 0 0
(88) JOSEPH ALBERTELLI
TRUSTEE
 3.0 X           0 0 0
(89) TRACY BOYLE
TRUSTEE
 3.0 X           0 0 0
(90) KRISTEN S BUNNELL
TRUSTEE
 3.0 X           0 0 0
(91) RICHARD D DONOVAN
TRUSTEE
 3.0 X           0 0 0
(92) ELIZABETH MOODY SCHMALZ FERGUSON
TRUSTEE
 3.0 X           0 0 0
(93) ROBERT S JONES JR
TRUSTEE
 3.0 X           0 0 0
(94) LUCY K H KALIAN
TRUSTEE
 3.0 X           0 0 0
(95) DOUGLAS LABRECQUE
TRUSTEE
 3.0 X           0 0 0
(96) LORE MACDONALD
TRUSTEE
 3.0 X           0 0 0
(97) EDWARD J MCKENNA JR
TRUSTEE
 3.0 X           0 0 0
(98) MINDY M MINERVA
TRUSTEE
 3.0 X           0 0 0
(99) MICHAEL OSTER
TRUSTEE
 3.0 X           0 0 0
(100) MARGARET S RIKER
TRUSTEE
 3.0 X           0 0 0
(101) PETER T ROSELLE
TRUSTEE
 3.0 X           0 0 0
(102) LAWRENCE W SYKOFF EDD
TRUSTEE
 3.0 X           0 0 0
(103) TIMOTHY J HOGAN
TRUSTEE; EX-OFFICIO
 3.0 X           555,410 0 152,525
(104) RICHARD J LANE
1ST VICE CHAIRMAN - TRUSTEE
 3.0 X   X       0 0 0
(105) DOROTHY RYAN
2ND VICE CHAIR - TRUSTEE
 3.0 X   X       0 0 0
(106) MARION A HERGERT
SECRETARY - TRUSTEE
 3.0 X   X       0 0 0
(107) TIMOTHY G DOLAN
TREASURER - TRUSTEE
 3.0 X   X       0 0 0
(108) MICHAEL AARON MD
TRUSTEE
 3.0 X           0 0 0
(109) ARTHUR BARRON
TRUSTEE
 3.0 X           0 0 0
(110) MICHAEL BLEIMAN MD
TRUSTEE
 3.0 X           91,500 0 0
(111) FRED DUFFY
TRUSTEE
 3.0 X           0 0 0
(112) PETER S GOLDMAN
TRUSTEE
 3.0 X           0 0 0
(113) JOAN M HART
TRUSTEE
 3.0 X           0 0 0
(114) JEFF HORN ESQ
TRUSTEE
 3.0 X           0 0 0
(115) ABDUL R KHALEEL MD
TRUSTEE
 3.0 X           0 0 0
(116) JOSEPH LATTANZI MD
TRUSTEE
 3.0 X           20,750 0 0
(117) DEBORAH MATHIS
TRUSTEE
 3.0 X           0 0 0
(118) ANNE M NACHMAN ESQ
TRUSTEE
 3.0 X           0 0 0
(119) DAVID M NILSEN
TRUSTEE
 3.0 X           0 0 0
(120) KYMBERLY OAKES
TRUSTEE
 3.0 X           0 0 0
(121) ANGELA OMINSKI
TRUSTEE
 3.0 X           0 0 0
(122) VICTOR G RUIZ MD
TRUSTEE
 3.0 X           0 0 0
(123) REVEREND ALBERT J SCHWIND
TRUSTEE
 3.0 X           0 0 0
(124) MATTHEW J SCHWING
TRUSTEE
 3.0 X           0 0 0
(125) ROBERT SIMMONS
TRUSTEE
 3.0 X           0 0 0
(126) RITA BONIN
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(127) JOSEPH P COYLE
TRUSTEE; EX-OFFICIO
 3.0 X           664,556 0 179,983
(128) LOUISE B DEVINE
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(129) JEAN FLESCHE
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(130) YVONNE ZAUN
TRUSTEE; EX-OFFICIO
 3.0 X           0 0 0
(131) JOHN E SINDONI SPHR
ASSISTANT SECRETARY
 40.0     X       603,867 0 62,776
(132) ANN B GAVZY ESQ
SENIOR VP & GENERAL COUNSEL
 55.0       X     517,305 0 49,650
(133) REBECCA WEBER
SENIOR VP/CIO
 55.0       X     468,323 0 65,192
(134) RICHARD SCOTT
SENIOR VP; CLINICAL EFFECTIV.
 54.0       X     463,661 0 45,761
(135) RICHARD HADER
SENIOR VP; NURSING
 55.0       X     329,335 0 47,259
(136) DAVID BOSS MD
SENIOR VP; MEDICAL AFFAIRS
 54.0       X     324,977 0 29,307
(137) FRANK C GOLDSTEIN
VP; PHYSICIAN SERVICES
 55.0       X     406,141 0 49,373
(138) KIM CARPENTER MD
VP; CLINICAL EFFECTIVENESS
 55.0       X     351,003 0 46,258
(139) RICHARD A HAND
VP; FINANCE
 55.0       X     328,030 0 30,387
(140) JAMES R MOLLOY
VP; GOVERNMENTAL RELATIONS
 55.0       X     309,411 0 50,948
(141) MICHELLE MENDELSON
VP; MERIDIAN HOME CARE
 55.0       X     264,397 0 44,542
(142) TERRY MANNA
VP; MANAGED CARE
 55.0         X   308,028 0 40,084
(143) MARGARET ACCIANI
REGISTERED NURSE
 55.0         X   305,405 0 27,443
(144) ALEXANDER LEHRER
VP; RISK MANAGEMENT
 55.0         X   298,699 0 32,503
(145) JOSEPH REICHMAN
VP; CLINICAL EFFECTIVENESS
 52.5         X   296,572 0 7,328
(146) MARILYN KOCZAN
VP; PATIENT FINANCIAL SERVICES
 55.0         X   287,005 0 60,642
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 14,463,235 1,628,373 2,199,823
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet773
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
UMDNJ
PO BOX 2685 LIBERTY PLAZA
NEW BRUNSWICK,NJ089032685 		MEDICAL 5,426,350
L F DRISCOLL CO
9 PRESIDENTIAL BOULEVARD
BALA CYWYD,PA19004 		CONSTRUCTION 4,565,110
ANGELICA TEXTILE SERVICES
44 NEWMANS COURT
HEMPSTEAD,NY11550 		LAUNDRY 3,856,871
QUALCARE INC
242 OLD NEW BRUNSWICK ROAD
PISCATAWAY,NJ088543754 		CLAIMS ADMIN. 3,630,675
STORANDT PANN MARGOLIS
15 W HARRIS AVE STE 300
LA GRANGE,IL60525 		ADVERTISING 3,228,511
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet190
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,388,047
d Related organizations...1d 1,310,675
e Government grants (contributions)1e 7,646,677
f All other contributions, gifts, grants, and
similar amounts not included above1f 		9,326,128
g Noncash contributions included in lines 1a-1f:$ 575,787
h Total. Add lines 1a-1f.......MediumBullet 19,671,527
Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 541,900 1,183,095,762 1,183,095,762    
b OTHER HEALTHCARE RELATED REVENUE 541,900 23,936,262 23,936,262    
c MH REALTY PROGRAM SERVICE REVENUE 541,900 15,721,851 15,721,851    
d PHARMACY REVENUE 900,099 11,165,307 11,165,307    
e LABORATORY REVENUE 621,500 3,721,470 2,127,509 1,593,961  
f All other program service revenue . 622,180 12,500 609,680  
g Total. Add lines 2a–2f........MediumBullet 1,238,262,832
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 10,543,986     10,543,986
4 Income from investment of tax-exempt bond proceeds..MediumBullet 1,116,104     1,116,104
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 4,115,538  
b Less: rental expenses 284,603  
c Rental income or (loss) 3,830,935  
d Net rental income or (loss).......MediumBullet 3,830,935   -13,318 3,844,253
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   5,360,179
b Less: cost or other basis and sales expenses   2,655,597
c Gain or (loss)   2,704,582
d Net gain or (loss)..........MediumBullet 2,704,582     2,704,582
8a Gross income from fundraising events (not including
$ 1,388,047
of contributions reported on line 1c). See Part IV, line 18 ...
a 902,550
b Less: direct expenses ...b 902,550
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a DAY CARE 624,410 1,701,597   395,668 1,305,929
b CAFETERIA 722,210 1,405,561     1,405,561
c OCCUPATIONAL HEALTH 900,099 1,381,655     1,381,655
d All other revenue .... 1,251,223     1,251,223
e Total. Add lines 11a–11d ......MediumBullet 5,740,036
12 Total revenue. See Instructions....MediumBullet 1,281,870,002 1,236,059,191 2,585,991 23,553,293
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 363,172 363,172
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 204,750 204,750
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 14,782,664 13,304,401 1,478,263 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 449,689,259 374,910,576 72,863,933 1,914,750
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 31,659,818 25,731,841 5,927,578 399
9 Other employee benefits ....... 52,091,913 35,800,619 16,099,202 192,092
10 Payroll taxes ........... 33,956,251 27,011,026 6,810,241 134,984
11 Fees for services (non-employees):        
a Management ...... 7,208,548 3,948,338 3,260,210  
b Legal ......... 1,980,575 412,294 1,568,281  
c Accounting ........... 762,835   762,835  
d Lobbying ........... 453,530   453,530  
e Professional fundraising. See Part IV, line 17.. 338,411 338,411
f Investment management fees ...... 556,074   556,074  
g Other .......... 97,624,152 84,122,347 13,501,805  
12 Advertising and promotion .... 9,634,880 282,659 9,352,221  
13 Office expenses ....... 234,502,366 216,713,632 17,460,536 328,198
14 Information technology ...... 6,890,967 666,169 6,224,798  
15 Royalties .. 1,801,997 612,375 1,189,622  
16 Occupancy ........... 43,908,679 25,953,085 17,749,585 206,009
17 Travel ............ 1,843,372 1,009,937 795,161 38,274
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,650,642 594,545 1,043,159 12,938
20 Interest ........... 39,018,854 31,702,549 7,316,305  
21 Payments to affiliates ....... 4,371,001 1,162,958 3,016,475 191,568
22 Depreciation, depletion, and amortization ..... 60,265,148 48,984,613 11,254,376 26,159
23 Insurance .............. 13,129,618 6,353,201 6,757,201 19,216
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROVISION FOR BAD DEBTS 49,738,981 47,238,831 2,112,311 387,839
b CONSULTING & PROF. FEES 30,275,617 30,083,997 0 191,620
c PURCHASED SERVICES 11,457,346 8,677,413 2,675,120 104,813
d MAINTENANCE 405,534 13,137 392,397 0
e LICENSES, DUES & FEES 125,418 0 85,985 39,433
f All other expenses 8,873,918 2,803,811 5,875,484 194,623
25 Total functional expenses. Add lines 1 through 24f 1,209,566,290 988,662,276 216,582,688 4,321,326
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 366,351 1 372,434
2 Savings and temporary cash investments ....... 170,860,675 2 219,456,217
3 Pledges and grants receivable, net ......... 7,194,227 3 7,369,032
4 Accounts receivable, net ......... 104,826,111 4 117,039,871
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 4,060,941 7 6,436,373
8 Inventories for sale or use .............. 14,034,172 8 17,144,987
9 Prepaid expenses and deferred charges ............ 3,493,173 9 5,210,638
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,427,600,299
b Less: accumulated depreciation. ..... 10b 713,548,900 653,694,990 10c 714,051,399
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 408,763,659 13 614,802,317
14 Intangible assets ......... 9,760,553 14 9,144,200
15 Other assets. See Part IV, line 11 ........... 26,006,518 15 22,710,816
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,403,061,370 16 1,733,738,284
Liabilities 17 Accounts payable and accrued expenses . 101,331,589 17 120,639,529
18 Grants payable ..........   18  
19 Deferred revenue .......... 857,002 19 834,790
20 Tax-exempt bond liabilities .......... 588,007,954 20 628,851,106
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 5,417,181 23 10,407,243
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 227,853,115 25 242,566,855
26 Total liabilities. Add lines 17 through 25..... 923,466,841 26 1,003,299,523
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 428,167,585 27 613,250,863
28 Temporarily restricted net assets ..... 31,691,082 28 76,435,696
29 Permanently restricted net assets ..... 19,735,862 29 40,752,202
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 479,594,529 33 730,438,761
34 Total liabilities and net assets/fund balances ..... 1,403,061,370 34 1,733,738,284
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
1,281,870,002
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
1,209,566,290
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
72,303,712
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
479,594,529
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
178,540,520
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
730,438,761
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
THE PUBLIC CHARITY STATUS REFLECTED ON SCHEDULE A, PART I IS FOR MERIDIAN HOSPITALS CORPORATION, THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: 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.
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBS
  		Employer identification number

01-0649794
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBS
  		Employer identification number

01-0649794
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBS
  		Employer identification number

01-0649794
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 453,530 453,530
c Total lobbying expenditures (add lines 1a and 1b) ................... 453,530 453,530
d Other exempt purpose expenditures ........................ 1,271,539,468 1,287,791,984
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,271,992,998 1,288,245,514
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 386,743 483,314 429,800 453,530 1,753,387
             
d Grassroots non-taxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 35,346,000 31,191,000 39,165,000
b Contributions ........ 1,630,000 550,000 531,000
c Investment earnings or losses ... 2,613,000 3,763,000 -6,067,000
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		128,000 158,000 2,438,000
f Administrative expenses ....      
g End of year balance ...... 39,461,000 35,346,000 31,191,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet48.400 %
b
Permanent endowment: SchDMd Bullet51.600 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   34,786,477 34,786,477
b Buildings ................   732,723,391 244,225,504 488,497,887
c Leasehold improvements ............   39,532,912 21,088,517 18,444,395
d Equipment ................   592,782,283 444,718,314 148,063,969
e Other .................   27,775,236 3,516,565 24,258,671
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 714,051,399
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) LIMITED USE 42,163,000 F
(2) MUTUAL FUNDS; LIMITED USE 167,652,470 F
(3) LIMITED USE 12,439,000 F
(4) LIMITED USE 155,103,461 F
(5) LIMITED USE 20,223,000 F
(6) MERRILL LYNCH EQ./FIXED INCOME 0 F
(7) CONTRACT; LIMITED USE 16,704,000 F
(8) LIMITED USE 10,133,861 F
(9) LIMITED USE 17,553,684 F
(10) FIXED INCOME 13,769 F
(11) CHARITABLE GIFT ANNUITY 1,368,285 F
(12) INVESTMENT IN QUALCARE 2,100,000 F
(13) SHORE REHABILITATION INSTITUTE 2,465,652 F
(14) INVESTMENT IN MONOC 37,149 F
(15) COASTAL COOPERATIVE, LLC 772,376 F
(16) BRICK MAB ASSOCIATES, LLC 322,955 F
(17) REMAINDER TRUST RECEIVABLE 7,452,101 F
(18) PERPETUAL TRUST 2,456,221 F
(19) PROPERTIES 2,729,185 F
(20) ACCRUED INTEREST; LIMITED USE 938,188 F
(21) LIFE INSURANCE CONTRACTS 220,038 F
(22) COMMON STOCK 0 F
(23) LIMITED USE 2,674,000 F
(24) LIMITED USE 9,368,838 F
(25) OF FOUNDATIONS 57,716,000 F
(26) U.S. TREASURY BILLS 13,982,879 F
(27) HEALTH CARE CENTER, INC. 59,029,155 F
(28) INVESTMENT IN JFK AT HOME 5,000,000 F
(29) OTHER LIMITED USE ASSETS 4,620 F
(30) NJ HEALTHCARE BOND 4,178,430 F
Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet 614,802,317
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
PARTY PAYORS 54,616,871
ACCRUED PENSION & RETIREMENT 82,438,234
OTHER HEALTHCARE BENEFITS 5,790,805
DUE TO RELATED PARTIES 7,472,416
RESIDENT DEPOSITS 255,041
ACCRUED INTEREST PAYABLE 0
OTHER LONG-TERM LIABILITIES 27,065,649
RESTRICTED USE ASSETS 936,356
CHARITABLE GIFT ANNUITY 476,611
CHARITABLE REMAINDER TRUST 378,320
DUE TO MANAGED PRACTICES 331,161
OTHER CURRENT LIABILITIES 16,371,427
FAIR VALUE OF DERIVATIVE INSTR 46,433,964
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 242,566,855
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ENDOWMENT FUNDS SCHEDULE D, PART V RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES.
TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTE SCHEDULE D, PART X THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THESE ORGANIZATIONS. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2010 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE EXCEPT FOR COMPASS WHICH QUALIFIES AS A TAXABLE NOT-FOR-PROFIT. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND MERIDIAN NURSING AND REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2010 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDTIED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. ("HOME CARE") AND ITS CONTROLLED ENTITY HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2010 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010 AND 2009.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 1 2 Program Services FINANCIAL VEHICLE 9,584,729
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1 2 9,584,729
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 2 9,584,729
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
COMMUNITY COUNSELING SVCLLC
PO BOX 27462
 
NEW YORK, NY100877462 		CAP. CPGN. FUNDRAISING   No 4,519,363 300,000 4,219,363
DIRECT LINE TECHNOLOGIES
1600 N CARPENTER ROAD
 
MODESTO, CA953511145 		PHONE SOLICIT.   No 10,290 38,411  
Total .................right arrow 4,529,653 338,411 4,219,363
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
NJ
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

MHF GALA
(event type) 		(b) Event #2

JS SWTHRT BALL
(event type) 		(c) Other Events

13
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 767,165 270,959 1,252,473 2,290,597
2 Less: Charitable
contributions . . . 		514,378 194,984 678,685 1,388,047
3 Gross income (line 1
minus line 2) . . . 		252,787 75,975 573,788 902,550
VerticalDirectExpenses 4 Cash prizes . . . 19,500 9,725 21,300 50,525
5 Non-cash prizes . .     13,686 13,686
6 Rent/facility costs . . 120,903 57,402 261,307 439,612
7 Food and beverages . . 5,719   110,291 116,010
8 Entertainment . . . 8,000 4,000 15,265 27,265
9 Other direct expenses . 98,665 4,848 151,939 255,452
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 902,550
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
PROFESSIONAL FUNDRAISER SCHEDULE G, PART I; QUESTION 2 DURING 2010 MERIDIAN PARTICIPATED IN A TELEPHONE FUNDRAISING INITIATIVE WITH THE GOAL OF RAISING FUNDS TO FURTHER ITS HEALTHCARE MISSION AND ALSO TO INCREASE THE COMMUNITY'S AWARENESS OF MERIDIAN'S CHARITABLE PURPOSE. TO ACHIEVE THIS GOAL, MERIDIAN UTILIZED THE SERVICES OF CONSULTANTS TO SOLICIT COMMUNITY MEMBER'S PARTICIPATION. MERIDIAN INCURRED A FIXED FEE FOR THE CONSULTANT'S SERVICES, AND REPORTED THE TOTAL EXPENSE INCURRED IN 2010.
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    47,365,396 9,832,779 37,532,617 3.790 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    20,525,941 15,058,374 5,467,567 0.550 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     88,052   88,052 0.010 %
dTotal Charity Care and
Means-Tested Government Programs ..... 		    67,979,389 24,891,153 43,088,236 4.350 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    1,858,173 131,321 1,726,852 0.170 %
f Health professions education
(from Worksheet 5) .. 		    45,581,822 6,679,681 38,902,141 3.920 %
g Subsidized health services
(from Worksheet 6) .. 		    58,398,936 49,850,046 8,548,890 0.860 %
h Research (from Worksheet 7)     1,279,963   1,279,963 0.130 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    460,666   460,666 0.050 %
jTotal Other Benefits ...     107,579,560 56,661,048 50,918,512 5.130 %
kTotal. Add lines 7d and 7j. ..     175,558,949 81,552,201 94,006,748 9.480 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
9,866,893
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
3,378,434
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
313,256,279
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
352,516,004
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-39,259,725
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1HEALTH VILLAGE IMAG
  		RADIOLOGY MEDICAL SERVICES 50.000 %   50.000 %
2SOUTHERN OCEAN CTY
  		       
3DIALYSIS CLINIC LLC
  		DIALYSIS MEDICAL SERVICES 24.500 %   75.500 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?4
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 JERSEY SHORE UNIVERSITY MEDICAL CENTER
1945 ROUTE 33
NEPTUNE,NJ07753 		X X X X   X X    
2 RIVERVIEW MEDICAL CENTER
ONE RIVER PLAZA
RED BANK,NJ07701 		X X       X X    
3 OCEAN MEDICAL CENTER
425 JACK MARTIN BOULEVARD
BRICK,NJ08724 		X X       X X    
4 SOUTHERN OCEAN MEDICAL CENTER
1140 RT 72 WEST
MANAHAWKIN,NJ08050 		X X         X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:JERSEY SHORE UNIVERSITY MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:RIVERVIEW MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:OCEAN MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:SOUTHERN OCEAN MEDICAL CENTER
Line Number of Hospital Facility (from Schedule H, Part V, Section A):4

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?21
Name and address Type of Facility (Describe)
1 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
2 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
3 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
4 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
5 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
6 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
7 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
8 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
9 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
10 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
11 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
12 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
13 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
14 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
15 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
16 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
17 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
18 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
19 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
20 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
21 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
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.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number
01-0649794
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY801 BROAD STREET
SHREWSBURY,NJ07702 		13-1788491 501(C)(3) 23,900       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION1 UNION ST
ROBBINSVILLE,NJ08691 		13-5613797 501(C)(3) 21,350       RESEARCH SUPPORT
(3) HOLIDAY EXPRESS968 SHREWSBURY AVE
TINTON FALLS,NJ07724 		22-2470019 501(C)(3) 7,500       SAFETY & WELLNESS
(4) JUVENILE DIABETES RESEARCH FOUNDATION120 WALL STREET
NEW YORK,NY100054001 		23-1707729 501(C)(3) 6,000       CHILDREN'S HEALTH
(5) AMERICAN RED CROSS1540 W PARK AVE
TINTON FALLS,NJ07020 		53-0196605 501(C)(3) 5,500       SAFETY & WELLNESS
(6) BAYSHORE COMMUNITY HOSPITAL FDN727 N BEERS ST
HOLMDEL,NJ07733 		22-2367109 501(C)(3) 6,400       SAFETY & WELLNESS
(7) BIG BROTHERS BIG SISTERS174 MAIN ST
EATONTOWN,NJ07724 		22-2115416 501(C)(3) 12,500       CHILDREN'S HEALTH
(8) MONMOUTH PARK CHARITY FUND175 OCEANPORT AVE
OCEANPORT,NJ07757 		22-6063135 501(C)(3) 5,500       SAFETY & WELLNESS
(9) RED BANK RIVER CENTER20 BROAD ST
RED BANK,NJ07701 		22-3133371 501(C)(3) 12,000       COMMUNITY SUPPORT
(10) TWO RIVER THEATER COMPANY21 BRIDGE AVE
RED BANK,NJ07701 		52-1857757 501(C)(3) 11,800       ART & CULTURE
(11) MONMOUTH UNIVERSITY400 CEDAR AVE
WEST LONG BRANCH,NJ07764 		21-0634584 501(C)(3) 7,000       EDUCATIONAL SUPPORT
(12) BOY SCOUTS OF AMERICA705 GINESI DRIVE
MORGANVILLE,NJ07751 		22-3626147 501(C)(3) 8,400       CHILDREN'S HEALTH
(13) BROOKDALE COMMUNITY COLLEGE FOUNDATION TRUST765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738 		23-7245431 501(C)(3) 6,000       EDUCATIONAL SUPPORT
(14) FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC3300 ROUTE 66
NEPTUNE,NJ07753 		22-2622522 501(C)(3) 5,200       SAFETY & WELLNESS
(15) GEORGIAN COURT900 LAKEWOOD AVENUE
LAKEWOOD,NJ08701 		21-0634981 501(C)(3) 51,500       EDUCATION
(16) JERSEY SHORE COUNCIL BSA1518 RIDGEWAY ROAD
TOMS RIVER,NJ08755 		21-0634999 501(C)(3) 11,000       PROGRAM SUPPORT
(17) THE ALEXANDRA ROSE TOZZI MEMORIAL FDN1011 HIGHWAY 71
SPRING LAKE,NJ07762 		20-6130205 501(C)(3) 5,500       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
73
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) EDUCATIONAL SCHOLARSHIPS 163 204,750      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MARC H LORY (i)
(ii)		 528,501
0 		150,000
0 		1,056,306
0 		29,460
0 		25,011
0 		1,789,278
0 		1,015,352
0
(2) JOHN K LLOYD FACHE (i)
(ii)		 899,129
0 		540,000
0 		64,608
0 		252,861
0 		25,150
0 		1,781,748
0 		0
0
(3) SALVATORE INCIARDI (i)
(ii)		 311,421
0 		115,000
0 		142,821
0 		33,028
0 		21,064
0 		623,334
0 		120,949
0
(4) JOHN GANTNER (i)
(ii)		 576,529
0 		215,000
0 		31,609
0 		309,864
0 		23,424
0 		1,156,426
0 		0
0
(5) ALAN CABASSO MD (i)
(ii)		 0
225,653 		0
0 		0
8,797 		0
40,852 		0
19,109 		0
294,411 		0
0
(6) ROBERT A PALERMO CPA (i)
(ii)		 267,437
0 		60,000
0 		22,850
0 		35,952
0 		22,008
0 		408,247
0 		0
0
(7) ELLIOT FRANK MD (i)
(ii)		 0
361,750 		0
40,000 		0
40,280 		0
39,104 		0
20,609 		0
501,743 		0
0
(8) STEVEN KAIRYS MD (i)
(ii)		 0
324,473 		0
22,500 		0
58,289 		0
32,389 		0
20,285 		0
457,936 		0
0
(9) DAVID KOUNTZ MD (i)
(ii)		 353,630
0 		45,000
0 		15,388
0 		21,032
0 		21,332
0 		456,382
0 		0
0
(10) STEVEN G LITTLESON (i)
(ii)		 507,038
0 		135,000
0 		185,074
0 		25,978
0 		22,262
0 		875,352
0 		158,274
0
(11) CARL M MARCHETTI MD (i)
(ii)		 151,950
0 		16,522
0 		28,673
0 		21,037
0 		16,134
0 		234,316
0 		0
0
(12) JEROME VERNICK MD (i)
(ii)		 0
462,179 		0
25,512 		0
58,940 		0
30,503 		0
13,834 		0
590,968 		0
0
(13) DAVID L FLOOD (i)
(ii)		 342,564
0 		105,000
0 		19,380
0 		17,353
0 		22,505
0 		506,802
0 		0
0
(14) TIMOTHY J HOGAN (i)
(ii)		 448,240
0 		100,000
0 		7,170
0 		131,039
0 		21,486
0 		707,935
0 		0
0
(15) JOSEPH P COYLE (i)
(ii)		 420,976
0 		217,500
0 		26,080
0 		152,972
0 		27,011
0 		844,539
0 		0
0
(16) JOHN E SINDONI SPHR (i)
(ii)		 330,188
0 		112,500
0 		161,179
0 		39,552
0 		23,224
0 		666,643
0 		152,522
0
(17) ANN B GAVZY ESQ (i)
(ii)		 326,184
0 		80,000
0 		111,121
0 		26,586
0 		23,064
0 		566,955
0 		91,846
0
(18) REBECCA WEBER (i)
(ii)		 363,896
0 		95,000
0 		9,427
0 		49,463
0 		15,729
0 		533,515
0 		0
0
(19) RICHARD SCOTT (i)
(ii)		 358,241
0 		82,000
0 		23,420
0 		22,438
0 		23,323
0 		509,422
0 		0
0
(20) RICHARD HADER (i)
(ii)		 255,895
0 		60,000
0 		13,440
0 		24,418
0 		22,841
0 		376,594
0 		0
0
(21) DAVID BOSS MD (i)
(ii)		 276,874
0 		41,000
0 		7,103
0 		16,635
0 		12,672
0 		354,284
0 		0
0
(22) FRANK C GOLDSTEIN (i)
(ii)		 311,740
0 		65,000
0 		29,401
0 		33,741
0 		15,632
0 		455,514
0 		0
0
(23) KIM CARPENTER MD (i)
(ii)		 297,564
0 		44,000
0 		9,439
0 		25,106
0 		21,152
0 		397,261
0 		0
0
(24) RICHARD A HAND (i)
(ii)		 251,717
0 		70,300
0 		6,013
0 		16,319
0 		14,068
0 		358,417
0 		0
0
(25) JAMES R MOLLOY (i)
(ii)		 249,349
0 		55,000
0 		5,062
0 		28,046
0 		22,902
0 		360,359
0 		0
0
(26) MICHELLE MENDELSON (i)
(ii)		 215,710
0 		47,000
0 		1,687
0 		22,214
0 		22,328
0 		308,939
0 		0
0
(27) TERRY MANNA (i)
(ii)		 235,359
0 		50,000
0 		22,669
0 		19,377
0 		20,707
0 		348,112
0 		0
0
(28) MARGARET ACCIANI (i)
(ii)		 284,711
0 		0
0 		20,694
0 		25,738
0 		1,705
0 		332,848
0 		0
0
(29) ALEXANDER LEHRER (i)
(ii)		 218,187
0 		51,000
0 		29,512
0 		27,669
0 		4,834
0 		331,202
0 		0
0
(30) JOSEPH REICHMAN (i)
(ii)		 285,000
0 		0
0 		11,572
0 		4,900
0 		2,428
0 		303,900
0 		0
0
(31) MARILYN KOCZAN (i)
(ii)		 216,495
0 		46,000
0 		24,510
0 		55,705
0 		4,937
0 		347,647
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number
01-0649794
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579E7X8 02-20-2003 100,000,000 CONSTRUCT & EQUIP FACILITY   X   X X  
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X X  
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X X  
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FVN0 04-21-2008 145,125,000 CONSTRUCT & EQUIP FACILITY   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 1,655,000 1,655,000   300,000
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 101,992,605 15,976,909 5,207,649 147,173,605
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 515,750 134,400 77,976 1,003,169
8 Credit enhancement from proceeds. 204,793 41,913 58,097 2,701,986
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 101,271,057 15,800,596 5,070,521 143,418,575
11 Other spent proceeds . .        
12 Other unspent proceeds. . . 1,005   1,055 49,875
13 Year of substantial completion . . . 2004 2007 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X X   X  
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X     X   X X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X   X   X
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.970 % 0 % 0 % 1.370 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0.970 % 0 % 0 % 1.370 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X     X   X
2 Is the bond issue a variable rate issue? X   X   X     X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
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.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
(1) CHRISTINE F HADER FAMILY MEMBER OF KEY EMPLOYEE 1,500
(2) AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 750
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CHRISTINE F HADER FAMILY MEMBER - KEY EMPL. 112,980 EMPLOYEE   No
(2) AURELIA HADER FAMILY MEMBER - KEY EMPL. 66,828 EMPLOYEE   No
(3) TD BANK OFFICER - LLOYD 408,328 BANK FEES   No
(4) QUALCARE INC OFFICERS - GANTNER/LLOYD 3,630,675 CLAIMS ADMINISTRATION   No
(5) ANGELA A PROPER FAMILY MEMBER - TRUSTEE 17,972 EMPLOYEE   No
(6) STILLWELL-HANSEN INC TRUSTEE - STILLWELL 130,363 PRODUCT/EQUIPMENT   No
(7) AMY DELANEY FAMILY MEMBER - OFFICER 49,484 EMPLOYEE   No
(8) PETER WEGENER FAMILY MEMBER - TRUSTEE 20,210 EMPLOYEE   No
(9) LAVERNE MUSCIO-CABASSO FAMILY MEMBER - TRUSTEE 92,729 EMPLOYEE   No
(10) JERSEY SHORE RADIOLOGY TRUSTEE - ZAWODNIAK 207,722 MEDICAL   No
(11) RICHARD EPSTEIN FAMILY MEMBER - TRUSTEE 183,600 EMPLOYEE   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
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.
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 6 575,787 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
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.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Identifier Return Reference Explanation
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:
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBS
 
Employer identification number

01-0649794
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) SOCH PROPERTIES 1 LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
33-1035243 		REAL ESTATE NJ 928,188 3,782,402 SOCH PROP
 
(2) SOCH PROPERTIES 3 CLOCK BLD LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
51-0538953 		REAL ESTATE NJ 203,395 1,705,771 SOCH PROP
 
(3) SOCH PROPERTIES 2 LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
26-0838981 		REAL ESTATE NJ 0 0 SOCH PROP
 






Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) MERIDIAN HEALTH SYSTEM INC

1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
22-3474145 		HEALTH SVCS. NJ 501(C)(3) 509(A)(3) NA
 
 
 
(2) MERIDIAN SURGICAL ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755228 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(3) MERIDIAN PEDIATRIC ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755230 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(4) MERIDIAN MEDICAL ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755233 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(5) NORTHERN OCEAN CTY MEDICAL ASSOC PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981653 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(6) NORTHERN MONMOUTH CTY MED ASSOC PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981647 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(7) MERIDIAN TRAUMA ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981651 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(8) MERIDIAN OBST & GYN ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755239 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(9) MERIDIAN PEDIATRIC SURGICAL ASSOC PC

1200 JUMPING BROOK ROAD BLDG 5 S

NEPTUNE,NJ07753
77-0720131 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(10) SHORE REHABILITATION INSTITUTE INC

425 JACK MARTIN BLVD

BRICK,NJ08724
22-3274755 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MHC
 
 
 
(11) BAYSHORE COMMUNITY HOSPITAL

727 NO BEERS ST

HOLMDEL,NJ07733
21-0744668 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL MHC
 
 
 
(12) BAYSHORE COMMUNITY HOSPITAL FOUNDATION

727 NO BEERS ST

HOLMDEL,NJ07733
22-2367109 		FUNDRAISING NJ 501(C)(3) 509(A)(1) MH SYSTEM
 
 
 
(13) BAYSHORE HEALTH CARE CENTER INC

715 NO BEERS ST

HOLMDEL,NJ07733
22-2715789 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
 
(14) SOMC MEDICAL GROUP PC

1140 RT 72 WEST

MANAHAWKIN,NJ08050
27-1412183 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MPI
 
 
 
(15) MERIDIAN OCCUPATIONAL HEALTH PC

1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-2377326 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) COASTAL CO-OP OF NJ

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3603146 		PURCHASING NJ MHC
  		        No 0   No  












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) ASSISTED LIVING AT COLTS NECK INC
3349 HIGHWAY 138 BLDG C SUITE A
WALL,NJ07719
22-2567119 		HEALTHCARE SVCS. NJ NA
  		C CORP.      
(2) MERIDIAN HEALTH MANAGEMENT INC
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-2519699 		HEALTHCARE SVCS. NJ NA
  		C CORP.      
(3) MERIDIAN HEALTHWARES BRICK
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571926 		HEALTHCARE SVCS. NJ NA
  		C CORP.      
(4) MERIDIAN HEALTHWARES WEST LONG BRANCH
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571931 		HEALTHCARE SVCS. NJ NA
  		C CORP.      
(5) COASTAL MEDICAL INSURANCE LTD
44 CHURCH STREET 3RD FLOOR
HAMILTON,BERMUDAHA 12
BD
98-0166769 		FINANCIAL VEHICLE BD NA
  		FOREIGN CORP.      
(6) COMPASS HEALTHCARE INC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
22-3357958 		HEALTHCARE SVCS. NJ N/A
 C CORP.      
(7) BAYSHORE HEALTHCARE MANAGEMENT CORP
727 NO BEERS ST
HOLMDEL,NJ07733
22-2550716 		HEALTHCARE SVCS. NJ N/A
 C CORP.      
(8) HCMC INC
PO BOX 176
HOLMDEL,NJ07733
22-2620595 		HEALTHCARE SVCS. NJ N/A
 C CORP.      
(9) BAYSHORE CENTER FOR REHAB & PHYS THERAPY
1 BETHANY ROAD SUITE 43
HAZLET,NJ07730
22-3116637 		INACTIVE NJ N/A
 C CORP.      
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
Yes
 
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BAYSHORE COMMUNITY HOSPITAL

 B 55,000  
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
ORGANIZATIONS INCLUDED IN GROUP EXEMPTION SCHEDULE R; GROUP EXEMPTION OUTLINED BELOW IS A LIST OF ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. MERIDIAN HOSPITALS CORPORATION (FEID: 22-3471515) HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235) RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099)
Additional Data


Software ID:  
Software Version: